Loading...
HomeMy WebLinkAbout23-011 - Makers Architecture and Urban Design, LLP - Consultant Services: Tukwila Middle Housing-41 City of Tukwila 6200 Southcenter Boulevard, Tukwila WA 98188 Agreement Number: 23-011(a) Council Approval N/A CONTRACT FOR SERVICES Amendment #1 Between the City of Tukwila and Makers Architecture and Urban Design, LLP That portion of Contract No. 23-011 between the City of Tukwila and Makers Architecture and Urban Design, LLP is hereby amended as follows: Section 4 Payment: A. Payment for the work provided by the Consultant shall be made as provided on Exhibit "B" attached hereto, provided that the total amount of payment to the Consultant shall not exceed $142,000.00 without express written Imodification of the Agreement signed by the City. The total amount for this amendment is $12,000. Exhibit A is amended as follows: • On Page 5 of Exhibit A, the phrase "Up to 5 prototypes will be developed and modeled" is revised to read: "Prototypes will be developed and modeled (as funds allow)." Exhibit B is amended as follows: • Budget amount increased to total $142,000. All other provisions of the contract shall remain in full force and effect. NG CITY OF TUKWILA MAKERS ARCHITECTURE AND URBAN DESIGN, LLP rDocuSigned by: a LA& 'at/ WO 1F89FE09132B402... Allan Ekberg, Mayor 7/24/2023 1 3:45 PM PDT Date: CITY OF TUKWILA, CITY ATTORNEY DocuSigned by: SaAtt Name/T itle 7/24/2023 1 2:44 PM PDT Date: tAIDT2847864.1DOCX;1/13175.000001/ CA Reviewed May 2020 ikro Apuct3-4-hk- Bassuk, Partner Date: 07/18/2023 CITY OF TUKWILA, CITY CLERK r—DocuSigned by: C14-vistfi 0-'FLILLif1i1 ,_566-7U45.3111S94E I Name/Title 7/24/2023 1 3:57 PM PDT Date: TUIKWIIII...A MDE.... MOUS NG sc of r. or" r1farWIIS; This project aims to assist the City of Tukwila (City) in developing analysis that results in more local housing options and supply with a greater range of affordability. To align with requirements of the Middle Housing Grant the City received from the Washington Department of Commerce (Commerce), this effort will support the following goals: 1. Analyze historic and existing racial equity in the City's housing and regulatory framework and develop associated anti -displacement policies. 2. Review existing framework and prepare a recommendation for the City Council to consider whether it should adopt policies and code language to augment "Middle Housing". 3. Contract with and complete outreach to numerous community-based organizations in order to bring historically underrepresented voices into discussions about housing needs and supply. The key deliverables will be a concise summary of engagement activities and key outcomes, feasibility analysis findings, and recommended regulatory updates. 1111 w w) gyp" 1.1 TASK II II II IIA ION A IN ID MANAGEMENT Coordinate with the City's project team (PT) at a 60 -minute virtual kick-off meeting to launch the project and this task. The PT will include project manager and, if desired, other staff responsible for coordinating the overall project effort, making decisions on behalf of the City, and providing input on plan strategy and direction. Clarify project needs and goals, review the project work plan and schedule, schedule biweekly check-in briefings, identify key project participants, and discuss the draft public engagement plan. Bi -weekly check-in briefings may include additional City staff or subject -matter experts as needed. 1.2 ID EV FII.....O IP T1H IF PUBLIC C IFN GAG IFIL ENT PLAN Coordinate with the City to draft a public engagement plan which outlines engagement with community- based organizations (CBOs) and the public to support this project and potentially the forthcoming Comprehensive Plan update. The plan will also include communication strategies and include roles and responsibilities for the City and consultant team. Update to respond to City feedback. 1.3 C0INVIFNIFA CBO BASED IFNGAGIFMENT .DASIK FOIRCIF Work with the City, PSRC, and other networks to identify, recruit, and stand up a funded engagement task force of CBO representatives. This task includes up to three one-hour meetings to coordinate community engagement strategies throughout the project. 1.4 II:::3II II... D :THE IPIROJI EC T'S O IN I.....II IN IF IFN GAG IFIL IFIN..f C ENTER Develop an online website to serve as a central information hub for the project and for potential future use in the comprehensive planning update. T°UIKWIIII..A MIIIalall....li.HOUISIING S (:) WORK 1.5 IEXEC UTE EN GAG EM ENT STRATECy II IES In partnership with the City, task force members, and other CBOs, plan, execute, and summarize feedback from in-person or virtual activities identified in the engagement plan. Activities could include interviews or discussion groups, pop-up events, or piggybacking on an existing community event. Engagement findings will be summarized in presentation and updated to incorporate City feedback. I1101BET III 1NGS • Kick-off meeting (virtual) • Bi -weekly coordination calls (up to 12) Engagement Task Force meetings (up to 3) Public outreach activities as outlined in the public engagement plan E1113 Draft and final engagement plan • Draft and final project website engagement hub • Draft and final engagement findings summary presentation 11N1 I4I.IMKIII(`; 13 • The engagement plan will be delivered in short memo or presentation format, whatever functions best to efficiently organize and convey engagement responsibilities, desired tactics, and target timelines. Revisions to the draft engagement plan will be limited to one round. MAKERS will provide materials to support the City's messaging and engagement efforts. These materials will be excerpted from items produced in support of other scoped tasks; no additional materials will be developed to support City -led messaging and engagement. • The initial draft website will be reviewed by the City at a bi-weekly coordination meeting and updated one time prior to launch. After launch, up to two updates to the website during the project are included. • The website contents, features, and complexity will be appropriately scaled to the available budget and level of effort for this task. Once this project concludes, website responsibilities (hosting, maintaining, monitoring, etc.) will transfer to the City or other designee. Engagement strategies will be achievable within the project timeline and scaled to align with the proposed level of effort and available budget for subtask 1.5. • Engagement findings will be delivered in a summary presentation. m IR A (11., A Y (u) \Af 2.1 TASK AND ANAGIEIENT Coordinate with the City's project team (PT) at a bi-weekly progress meeting to launch this task. Clarify the consultant role in supporting this task, given evolving Commerce guidance and support. Determine the consultant work plan milestones and schedule and identify deliverables reasonable for the timeline and level of effort available. Draft Task 2 consultant responsibilities and update to incorporate City feedback. ITIUIKWII II...A M II D DII....II„ . HO US NG it 44,44n4W44W ,Wuuirn422, (12 2.2 IRIEV II IFW IPO II.....11 C II IFS, IR3 UI ILA D II O IIN S, A IN ID ID IEM O G IRA IPIH II C S WITH AN IF(Q U II fY II.....IF V S Support an equity review of current policies and regulations as specified in the Task 2 consultant responsibilities summary. 2 .3 EVALUATE ID II IPII...A C EM TENT RISK Support the review of existing zoning and demographics and the evaluation of displacement risk relative to income and racial, ethnic, and religious communities, as specified in the Task 2 consultant responsibilities summary. 2.4 IPI ' " ARE GRAPHICS, GI1S AINAII....YSIIS, AND MAPPING Develop maps and graphics requested by the City to support this project, up to the level of effort for this subtask, as specified in the Task 2 consultant responsibilities summary. 2 SUGGEST ANTI- 1I.... IES II IPII...A EM TENT. ST.1 T1EG II IES A IN ID AC IN STEPS Support development of anti -displacement strategies and action next steps for the City to consider, as specified in the Task 2 consultant responsibilities summary. Zoning code amendment suggestions are included in Task 3. MEETINGS • Coordination meetings with the PT and Commerce technical staff (up to 2) • Bi -weekly coordination meetings with the City included in Task 1 IIIVERABLES • Draft and final Task 2 consultant responsibilities • Maps, graphics, and analysis support, as specified in the Task 2 consultant responsibilities ASSi„WMFrIII • Task 2 consultant responsibilities will be delivered in short memo or presentation format, whatever functions best to efficiently organize and convey the information. Revisions will be limited to one round. • Consultant support will be appropriately scaled to align with the proposed level of effort and available budget for this task. CS 4444 A 3.1 TASK COORDIIICYATIIOICY AND MANAGEMENT Coordinate with the PT at a bi-weekly progress meeting to launch this task and confirm the work plan, key milestones, information needed, and responsibilities. 3.2 REVIEW THE IEXII3TIIING FRAMEWORK Review relevant city -provided data and studies, including the Housing Action Plan to bring together a list of conditions and incentives that deter development and impact affordability of middle housing. NA AKERS 7.:20.:2023 12 PLO ..u.°UlKWI I...A M DDI....I .H UGI NC S CGOTTE o': I. WORK irriosoogn4 g 4 ,llVJiroo 22, ( 2 3.3 MAP IPTL TIIAII.....A "'" OF FOCUS Review information provided by the City and Commerce — such as the Buildable Lands Report — to conceptually map areas with potential for middle housing or higher intensity uses. Identify locations where reinvestment or new development is likely to occur, either at the district scale or parcel level by evaluating redevelopment candidacy using readily available information. Consider a variety of factors to determine when and where redevelopment for certain unit types might be expected to occur, including review of vacant lots, population growth, age of structure, im provem ent-to-land value ratio, zoned capacity utilization, and prototype residual land value. Generate a redevelopment candidate parcel map for internal use to support this effort. Review in a bi-weekly coordination meeting. 3AA ASSESS C URRENT AND POTIEINTIIAIC... FUTURE DEVELOPMENT FEASIBILITY Update prior feasibility analysis (from the HAP) to identify barriers to desired development within areas of focus identified above: • Interview up to five housing industry experts to confirm challenges, opportunities, and costs to develop middle housing in Tukwila. • Determine typical lot size cohorts by zoning category where relevant in the study area to aid decisions for base zone standards update. • Update existing or develop new low-density residential zone prototypes to explore a range of options. • Build financial models that fit a standard lot type and prototype(s) in the study area • Test sensitivity of existing policies, quantifying policy changes on desired and/or newly allowable building types. Quantify the weight of an individual policy change, then all policy changes cumulatively. • Summarize findings and review with City at a bi-weekly progress meeting. DRAFT RECOMMENDED ACTIIOINS Draft recommended policies, regulatory or process adjustments, and other actions for City consideration in a presentation and summary report. 3.6 BRIEF TIRE PLANNING COMMIISSIION Conduct a run-through of the draft recommendations briefing with the PT via videoconference. Update the briefing per PT comments and present to the planning commission. One round of updates to the briefing after the run-through is assumed. 37 FINALIZE IE REPORT AND BRIIIEIF'IIINC. Update recommendations based on planning commission feedback and review prefinal presentation with the PT. Incorporate feedback and present revised recommendations to the planning commission. Finalize all deliverables and close out the project. IIM CETIOf GS • Interviews with local real estate experts (up to 5, virtual) Planning commission meetings (up to 2, in-person or virtual) • Bi -weekly coordination meetings with the City included in Task 1 AKERS t 7.:20.:2023 12 PLO "TUIKWIII...A IMIIDDII....II„. NOUS NG S OF I. WnrOn.,NRK I;W'W III' ''WAWSSUS • Draft and final summary of findings and recommendations briefing • Draft and final report A,°IW.WM W III ONS • Up to five housing industry experts will be interviewed. • WWW t ,S SEW. rototypes will be developed and modeled (am fun » amllll . .... A (.„Ji SVR R” • This six-month project schedule is based on City requirements, efficient scheduling, and the data provision and review time assumptions specified in this scope of work. Longer review periods and meeting scheduling delays may impact the project schedule. • The City will provide necessary background information, including existing policies and regulations. To keep the project on schedule, the City will endeavor to provide information requested within one week from the date of request. The consultant team will work with the City to mitigate schedule impacts where information requests take longer to fulfill. • The City shall keep the consultants apprised of parallel planning efforts or Commerce guidance of consequence to this project. Any new information arising over the course of the project shall be provided to MAKERS as soon as feasible. If this new information impacts the content of a substantially developed work product, MAKERS will endeavor to incorporate such new information into the final work product, if possible, given available time and budget. • MAKERS will provide draft copies of presentation materials for advance review by the PT and revise materials based on PT comments. No more than two versions (draft and final) of any deliverable will be provided. • City reviews of minor deliverables (presentations and memos) are assumed to occur within one week, with an additional week allocated for consultant revisions in response to city comments. City review of the draft report is assumed to occur within two weeks, with two weeks allocated for consultant revisions. • No in-person meetings or expenses are included for Neighborhood Workshop. • Miscellaneous expenses will be covered within contract resources. • The City and consultant will coordinate on the selection of a virtual engagement hub. AKERS t 7.:20.:2023 12 PLO 5 •••"• ;" fifiP,, r. i 11 IIID 1 Public Engagement 2 Racial Equity Report & Housing Policy Review 3 Middle Housing Staff Report and Zoning Code Amendments 35,000 $ 10,000 $ 32,600 $ 11111II111111 1611llf@V,VIVIV 35 000 $ 10,000 33,400 $ 66,000 1111',11110111111111 , 1 lloopoopoopoopoo rcr 111111111111h1hh1111�� �l I!IPIp1111111111111111111 limiliii iuu111111111111 32% $ 31,000 9% 59% 1720600 ,%/. 1 00 locyy 142 C)00 City of Tukwila 6200 Southcenter Boulevard, Tukwila WA 98188 Contract Number: 23-011 Council Approval 1/23/23 PROFESSIONAL SERVICES AGREEMENT (Includes consultants, architects, engineers, accountants, and other professional services) THIS AGREEMENT is entered into between the City of Tukwila, Washington, hereinafter referred to as "the City", and MAKERS Architecture and Urban Design, LLP, hereinafter referred to as "the Consultant", in consideration of thelmutual benefits, terms, and conditions hereinafter specified. 1. Project Designation. The Consultant is retained by the City to perform planning analysis and public involvement services in connection with the project titled "Tukwila Middle Housing - Analysis, Public Involvement, and Code Development". 2. Scope of Services. The Consultant agrees to perform the services, identified on Exhibit "A" attached hereto, including the provision of all labor, materials, equipment, and supplies. 3 Duration of Agreement; Time for Performance. This Agreement shall be in full force and effect for a period commencing upon execution and ending August 31, 2023, unless sooner terminated under the provisions hereinafter specified. Work under this Agreement shall commence upon written notice by the City to the Consultant to proceed. The Consultant shall perform all services and provide all work product required pursuant to this Agreement no later than August 31, 2023,1unless an extension of such time is granted in writing by the City. 4. Payment. The Consultant shall be paid by the City for completed work and for services rendered under this Agreement as follows: A. Payment for the work provided by the Consultant shall be made as provided on Exhibit "B" attached hereto, provided that the total amount of payment to the Consultant shall not exceed $130,000.00 without express written modification of the Agreement signed by the City. B. The Consultant may submit vouchers to the City once per month during the progress of the work for partial payment for that portion of the project completed to date. Such vouchers will be checked by the City and, upon approval thereof, payment shall be made to the Consultant in the amount approved. C. Final payment of any balance due the Consultant of the total contract price earned will be made promptly upon its ascertainment and verification by the City after the completion of the work under this Agreement and its acceptance by the City. D. Payment as provided in this section shall be full compensation for work performed, services rendered, and for all materials, supplies, equipment and incidentals necessary to complete the work. E. The Consultant's records and accounts pertaining to this Agreement are to be kept available for inspection by representatives of the City and the state of Washington for a period of three (3) years after final payments. Copies shall be made available upon request. 5 Ownershi and Use of Documents. M documents, drawings, specifications and other materials produced by the Consultant in connection with the services rendered under this Agreement shall be the property of the City whether the project for which they are made is executed or not. The Consultant shall be permitted to retain copies, including reproducible copies, of drawings and specifications for information, reference and use in connection with the Consultant's endeavors. The Consultant shall not be responsible for any use of the said documents, drawings, specifications or other materials by the City on any project other than the project specified in this Agreement. 6. Com Mance with Laws. The Consultant shall, in performing the services contemplated by this Agreement, faithfully observe and comply with all federal, state, and local laws, ordinances and regulations, applicable to the services rendered under this Agreement. 7. Indemnification. The Consultant shall defend, indemnify and hold the City, its officers, officials, employees and volunteers harmless from any and MI claims, injuries, damages, losses or suits including attorney fees, arising out of or resulting from the acts, errors or omissions of the Consultant in performance of this Agreement, except for injuries and damages caused by the sole negligence of the City. Should a court of competent jurisdiction determine that this Agreement is subject to RCW 4.24.115, then, in the event of liability for damages arising out of bodily injury to persons or damages to property caused by or resulting from the concurrentInegligence of the Consultant and the City, its officers, officials, employees, and volunteers, the Consultant's liability hereunder shall be only to the extent of the Consultant's negligence. It is further specifically and expressly understood that the indemnification provided herein constitutes the Consultant's waiver of immunity under Industrial Insurance, Title 51 RCW, solely for the purposes of this indemnification. This waiver has been mutually negotiated by the parties. The provisions of this section shall survive the expiration or termination of this Agreement. 8. Insurance. The Consultant shall procure and maintain for the duration of the Agreement, insurance against claims for injuries to persons or damage to property which may arise from or in connection with the performance of the work hereunder by the Consultant, its agents, representatives, or employees. Consultant's maintenance of insurance as required by the agreement shall not be construed to limit the liability of the Consultant to the coverage provided by such insurance, or otherwise limit the City's recourse to any remedy available at law or in equity. A. Minimum Amounts and Scope of Insurance. Consultant shall obtain insurance of the types and with the limits described below: 1. Automobile Liabilit insurance with a minimum combined single limit for bodily injury and property damage of S1,000,000 per accident. Automobile Liability insurance shall cover all owned, non -owned, hired and leased vehicles. Coverage shall be written on Insurance Services Office (ISO) form CA 00 01 or a substitute form providing equivalent liability coverage. If necessary, the policy shall be endorsed to proNAde contractual HabNty coverage. 2. Commercial General Liabilit insurance with limits no less than $2,000,000 each occurrence, $2,000,000 general aggregate. Commercial General Liability insurance shall be at least as broad as ISO occurrence form CG 00 01 and shall cover liability arising from premises, operations, stop -gap independent contractors and personal injury and advertising injury. The City shall be named as an additional insured under the Consultant's Commercial Genera Liability insurance policy with respect to the work performed for the City using an additional insured endorsement at least as broad as ISO endorsement form CG 20 26. 3. Workers' Compensation coverage as required by the Industrial Insurance laws of the State of Washington. CA revised May 2020 Page 2 4. Professional Liability with limits no less than S2,000,000 per claim and $2,000,000 policy aggregate limit. Professional Liability insurance shall be appropriate to the Consultant's profession. B. Public Entity Full Availability of Contractor Limits. If the Contractor maintains higher insurance limits than the minimums shown above, the Public Entity shall be insured for the full available limits of Commercial General and Excess or Umbrella liability maintained by the Contractor, irrespective of whether such limits maintained by the Contractor are greater than those required by this Contract or whether any certificate of insurance furnished to the Public Entity evidences limits of liability lower than those maintained by the Contractor. C. Other Insurance Provision. The Consultant's Automobile Liability and Commercial General Liability insurance policies are to contain, or be endorsed to contain that they shall be primary insurance with respect to the City. Any Insurance, self-insurance, or insurance pool coverage maintained by the City shall be excess of the Consultant's insurance and shall not be contributed or combined with it. D. Acceptability of Insurers. Insurance is to be placed with insurers with a current A.M. Best rating of not less than A:VII. E. Verification of Coverage. Consultant shall furnish the City with original certificates and a copy of the amendatory endorsements, including but not necessarily limited to the additional insured endorsement, evidencing the insurance requirements of the Contractor before commencement of the work. Upon request by the City, the Consultant shall furnish certified copies of all required insurance policies, including endorsements, required in this Agreement and evidence of all subcontractors' coverage. F. Notice of Cancellation. The Consultant shall provide the City with written notice of any policy cancellation, within two business days of their receipt of such notice. G. Failure to Maintain Insurance. Failure on the part of the Consultant to maintain the insurance as required shall constitute a material breach of contract, upon which the City may, after giving five business days notice to the Consultant to correct the breach, immediately terminate the contract or, at its discretion, procure or renew such insurance and pay any and all premiums in connection therewith, with any sums so expended to be repaid to the City on demand, or at the sole discretion of the City, offset against funds due the Consultant from the City. 9. independent Contractor. The Consultant and the City agree that the Consultant is an independent contractor with respect to the services provided pursuant to this Agreement. Nothing in this Agreement shall be considered to create the relationship of employer and employee between the parties hereto. Neither the Consultant nor any employee of the Consultant shall be entitled to any benefits accorded City employees by virtue of the services provided under this Agreement. The City shall not be responsible for withholding or otherwise deducting federal income tax or social security or for contributing to the state industrial insurance program, otherwise assuming the duties of an employer with respect to the Consultant, or any employee of the Consultant. 10. Covenant A ainst Contin s ent Fees. The Consultant warrants that he has not employed or retained any company or person, other than a bonafide employee working solely for the Consultant, to solicit or secure this contract, and that he has not paid or agreed to pay any company or person, other than a bonafide employee working solely for the Consultant, any fee, commission, percentage, brokerage fee, gifts, or any other consideration contingent upon or resulting from the award or making of this contract. For breach or violation of this warrant, the City shall have the right to annul this contract without liability, or in its discretion to deduct from the contract price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee. CA revised May 2020 Page 3 11. Discrimination Prohibited. Contractor, with regard to the work performed by it under this Agreement, will not discriminate on the grounds of race, religion, creed, color, national origin, age, veteran status, sex, sexual orientation, gender identity, marital status, political affiliation, the presence of any disability, or any other protected class status under state or federal law, in the selection and retention of employees or procurement of materials or supplies. 12. Assignment. The Consultant shall not sublet or assign any of the services covered by this Agreement without the express written consent of the City. 13. Non -Waiver. Waiver by the City of any provision of this Agreement or any time limitation provided for in this Agreement shall not constitute a waiver of any other provision. 14. Termination. A. The City reserves the right to terminate this Agreement at any time by giving ten (10) days written notice to the Consultant. B. In the event of the death of a member, partner or officer of the Consultant, or any of its supervisory personnel assigned to the project, the surviving members of the Consultant hereby agree to complete the work under the terms of this Agreement, if requested to do so by the City. This section shall not be a bar to renegotiations of this Agreement between surviving members of the Consultant and the City, if the City so chooses. 15. Applicable Law; Venue; Attorney's Fees. This Agreement shall be subject to, and the Consultant shall at all times comply with, all applicable federal, state and local laws, regulations, and rules, including the provisions of the City of Tukwila Municipal Code and ordinances of the City of Tukwila. In the event any suit, arbitration, or other proceeding is instituted to enforce any term of this Agreement, the parties specifically understand and agree that venue shall be properly laid in King County, Washington. The prevailing party in any such action shall be entitled to its attorney's fees and costs of suit. Venue for any action arising from or related to this Agreement shall be exclusively in King County Superior Court. 16. Severabilit and Survival. If any term, condition or provision of this Agreement is declared void or unenforceable or limited in its application or effect, such event shall not affect any other provisions hereof and all other provisions shall remain fully enforceable. The provisions of this Agreement, which by their sense and context are reasonably intended to survive the completion, expiration or cancellation of this Agreement, shall survive termination of this Agreement. 17. Notices. Notices to the City of Tukwila shall be sent to the following address: City Clerk City of Tukwila 6200 Southcenter Boulevard Tukwila, WA 98188 Notices to Consultant shall be sent to the following address: Julie Bassuk, AICP MAKERS Architecture and Urban Design, LLP 500 Union Street, Suite 700 Seattle, WA 98101 18. Entire Agreement; Modification. This Agreement, together with attachments or addenda, represents the entire and integrated Agreement between the City and the Consultant and supersedes all prior negotiations, representations, or agreements written or oral. No amendment or modification of this Agreement shall be of any force or effect lunless it is in writing and signed by the parties. CA revised May 2020 Page 4 DATED thus day of Januairy, 2023. CITY OF TUKWILA N0' CONSULTANT: K y- 1,1,0220 ,1,143,x888-22 8'2 B Man Ekberg, Mayor 02-02-2023 ATTEST/AUTHENTICATED: via ,amlaisaDors COM Oh/ua-zy O6/(ahe/ iq Christy O'Flaherty, City Clerk APPROVED AS TO FORM: ,if.,11Pft via qP,111,SSDUCS COM c a/coe 63 Office of the City Attorney CA revised May 2020 B Abe _ addak, Printed Name: Julie Bassuk Title: Partne Page 5 EXHIBIT A TUKWILA MIDDLE HOUSING SCOPE OF 'WORK January 17,2023 C T GeDA This project aims to assist the City of Tukwila (City) in developing analysis that results in more Ilocall housing options and supply with a greater range of affordability. To align with requirements of the Middle Housing Grant the City received from the Washington Department of Commerce (Commerce), this effort will support the following goals: 1. Analyze historic and existing racial equity in the City's housing and regulatory framework and develop associated anti -displacement policies. 2. Review existing framework and prepare a recommendation for the City Council to consider whether it should adopt policies and code Ilanguage to augment "Middle Housing". 3. Contract with and complete outreach to numerous community-based organizations in order to bring historically underrepresented voices into discussions about housing needs and supply. The key deliverables will be a concise summary of engagement activities and key outcomes, feasibility analysis findings, and recommended regulatory updates. TAS < " DU ILI TASK IINITIATIION AND MANAGEMENT Coordinate with the City's project team (PT) at a 60 -minute virtual kick-off meeting to Ilaunch the project and this task. The PT will include project manager and, if desired, other staff responsible for coordinating the overall project effort, making decisions on behalf of the City, and providing input on plan strategy and direction. Clarify project needs and goals, review the project work plan and schedule, schedule bi-weekly check-in briefings, identify key project participants, and discuss the draft public engagement plan. Bi -weekly check-in briefings may include additional City staff or subject -matter experts as needed. L2 DEVELOP THE PUBLIC ENGAGEMENT PLAN Coordinate with the City to draft a public engagement plan which outlines engagement with community- based organizations (CB0s) and the public to support this project and potentially the forthcoming Comprehensive IPlan update. The plan will also include communication strategies and include roles and responsibilities for the City and consultant team. Update to respond to City feedback. L3 CONVENE A CBO—BASED ENGAGEMENT TASK FORCE Work with the City, IPSRC, and other networks to identify, recruit, and stand up a funded engagement task force of CBO representatives. This task includes up to three one-hour meetings to coordinate community engagement strategies throughout the project. L4 BUILD THE PROJECTS ONLINE ENGAGEMENT CENTER Develop an online website to serve as a central information hub for the project and for potential future use in the comprehensive planning update. TUKWILA MIDDLE HOUSING January 17,2023 L5 EXECUTE ENGAGEMENT STRATEGIES In partnership with the City, task force members, and other CBOs, plan, execute, and summarize feedback from in-person or virtual activities identified in the engagement plan. Activities could include interviews or discussion groups, pop-up events, or piggybacking on an existing community event. Engagement findings will be summarized in presentation and updated to incorporate City feedback. 1M r 'T III IN CP 0 • Kick-off meeting (virtual) • Bi -weekly coordination calls (up to 12) • Engagement Task Force meetings (up to 3) • Public outreach activities as outlined in the public engagement plan 10)11111 111V1111111A1111111 • Draft and final engagement plan • Draft and final project website engagement hub • Draft and final engagement findings summary 1:)resentation A" 00°1 00 U 1110A IP r III 0111 \01" 00 • The engagement plan will be delivered in short memo or presentation format, whatever functions best to efficiently organize and convey engagement responsibilities, desired tactics, and target timelines. Revisions to the draft engagement plan will be Ilimited to one round. • MAKERS will provide materials to support the City's messaging and engagement efforts. These materials will be excerpted from items produced in support of other scoped tasks; no additional materials will be developed to support City -led messaging and engagement. • The initial draft website will be reviewed by the City at a Ibi-weekly coordination meeting and updated one time prior to Ilaunch. After Ilaunch, up to two updates to the website during the project are included. • The website contents, features, and complexity will be appropriately scaled to the available budget and level of effort for this task. Once this project concludes, website responsibilities (hosting, maintaining, monitoring, etc.) will transfer to the City or other designee. • Engagement strategies will be achievable within the project timeline and scaled to align with the proposed level of effort and available budget for subtask 1.5. • Engagement findings will be delivered in a summary presentation. <101 0:010010:000 ;!AC ;CI e0,000;<0 1(4 4G CY 2.1 TASK IINIITIIATIION AND MANAGEMENT Coordinate with the City's project team (PT) at a bi-weekly progress meeting to Ilaunch this task. Clarify the consultant role in supporting this task, given evolving Commerce guidance and support. Determine the consultant work plan milestones and schedule and identify deliverables reasonable for the timeline and level of effort available. Draft Task 2 consultant responsibilities and update to incorporate City feedback. 2.2 REVIEW POLICIES, REGULATIIONS, AND DEMOGRAPHICS WITH AN EQUITY LENS Support an equity review of current policies and regulations as specified in the Task 2 consultant responsibilities summary. (1 1 TUKWILA MIDDLE HOUSING E 0 F R K January 17,2023 2.3 EVALUATE DISPLACEMENT RISK Support the review of existing zoning and demographics and the evaluation of displacement risk relative to income and racial, ethnic, and religious communities, as specified in the Task 2 consultant responsibilities summary. 2.4 PREPARE GRAPHICS, GIS ANALYSIS, AND MAPPING Develop maps and graphics requested by the City to support this project, up to the level of effort for this subtask, as specified in the Task 2 consultant responsibilities summary. 2.5 SUGGEST ANTI -DISPLACEMENT STRATEGIES AND ACTION STEPS Support development of anti -displacement strategies and action next steps for the City to consider, as specified in the Task 2 consultant responsibilities summary. Zoning code amendment suggestions are included in Task 3. m r rm III IN G S • Coordination meetings with the PT and Commerce technical staff (up to 2) • Bi -weekly coordination meetings with the City included in Task 1 IDIEI:111„„,. III IE IIPA IIII3111„„,. • Draft and final Task 2 consultant responsibilities • Maps, graphics, and analysis support, as specified in the Task 2 consultant responsibilities A" 4.11111V IP T 111011N" • Task 2 consultant responsibilities Mill be delivered in short memo or presentation format, whatever functions best to efficiently organize and convey the information. Revisions will be Ilimited to one round. • Consultant support will be appropriately scaled to align with the proposed Ilevell of effort and available budget for this task. TAS -10A„„„IS c°0 3.1 TASK COORDIINATON AND MANAGIEMENT Coordinate with the PT at a hi -weekly progress meeting to Ilaunch this task and confirm the work pian, key milestones, information needed, and responsibilities. 3.2 REVIEW THE EXISTING FRAMEWORK Review relevant city -provided data and studies, including the Housing Action IPlan to bring together a Ilist of conditions and incentives that deter development and impact affordability of middle housing. 3.3 MAP POTENTIAL AREAS OF FOCUS Review information provided by the City and Commerce - such as the Buildable Lands Report - to conceptually map areas with potential for middle housing or higher intensity uses. Identify Ilocations where reinvestment or new development is likely to occur, either at the district scale or parcel level by evaluating redevelopment candidacy using readily available information. Consider a variety of factors to determine when and where redevelopment for certain unit types might be expected to occur, including review of vacant lots, population growth, age of structure, improvement -to -land value ratio, zoned capacity utillization, and (1 1 TUKWILA MIDDLE HOUSING OF WEII)RK January 17,2023 prototype residual land value. Generate a redevelopment candidate parcel map for internal use to support this effort. Review in albi-weekly coordination meeting. 3.4 ASSESS CURRENT AND POTENTIAL FUTURE DEVELOPMENT FEASIBILITY Update prior feasibility analysis (from the HAP) to identify barriers to desired development within areas of focus identified above: • Interview up to five housing industry experts to confirm challenges, opportunities, and costs to develop middle housing in Tukwila. • Determine typical lot size cohorts by zoning category where relevant in the study area to aid decisions for base zone standards update. • Update existing or develop newllow-density residential zone prototypes to explore a range of options. • Build financial models that fit a standard lot type and prototype(s) in the study area • Test sensitivity of existing policies, quantifying policy changes on desired and/or newly allowable building types. Quantify the weight of an individual policy change, then all policy changes cumulatively. • Summarize findings and review with City at albi-weekly progress meeting. 3.5 DRAFT RECOMMENDED ACTIONS Draft recommended policies, regulatory or process adjustments, and other actions for City consideration in a presentation and summary report. 3.6 BRIEF THE PLAININING COMMISSION Conduct a run-through of the draft recommendations briefing with the PT via videoconference. Update the briefing per PT comments and present to the planning commission. One round of updates to the briefing after the run-through is assumed. 37 FINALIZE REPORT AND BRIEFING Update recommendations based on planning commission feedback and review prefinall presentation with the PT. Incorporate feedback and present revised recommendations to the planning commission. Finalize all deliverables and close out the project. IMIE rno IINGS • Interviews withllocall real estate experts (up to 5, virtual) • Planning commission meetings (up to 2, in-person or virtual) • Bi -weekly coordination meetings with the City included in Task 1 IDIEIII„„,.IIIVIEIIPA1113111„„,.IES • Draft and final summary of findings and recommendations briefing • Draft and final report AU rTIII 01IN • Up to five housing industry experts will be interviewed. ▪ Up to 5 prototypes will be developed and modeled. (1 1 TUKWILA MIDDLE HOUSING January 17,2023 "D\1 D,!A A(2, S \,/1 -'11r C \ • This six-month project schedule is based on City requirements, efficient scheduling, and the data provision and review time assumptions specified in this scope of work. Longer review periods and meeting scheduling delays may impact the project schedule. • The City will provide necessary background information, including existing policies and regulations. To keep the project on schedule, the City will endeavor to provide information requested within one week from the date of request. The consultant team will work with the City to mitigate schedule impacts where information requests take Ilonger to fulfill. • The City shall keep the consultants apprised of parallel planning efforts or Commerce guidance of consequence to this project. Any new information arising over the course of the project shall be provided to MAKERS as soon as feasible. If this new information impacts the content of a substantially developed work product, MAKERS will endeavor to incorporate such new information into the final work product, if possible, given available time and budget. • MAKERS will provide draft copies of presentation materials for advance review by the PT and revise materials based on PT comments. No more than two versions (draft and final) of any deliverable will be provided. • City reviews of minor deliverables (presentations and memos) are assumed to occur within one week, with an additional week allocated for consultant revisions in response to city comments. City review of the draft report is assumed to occur within two weeks, with two weeks allocated for consultant revisions. • No in-person meetings or expenses are included for Neighborhood Workshop. • Miscellaneous expenses will be covered within contract resources. • The City and consultant will coordinate on the selection of a virtual engagement hub. (1 1 EXHIBIT B TUKWILA MIDDLE HOUSINIG FEE PROPOSAL January 11,2023 io 1 Public Engagement 2 Racial Equity Report & Housing Policy Review 3 Middle Housing Staff Report and Zoning Code Amendments I oil 35,000 $ 10,.000 $ 32,.600 .$ 22,400 .$ 1111 00000011111111111111111111110111TRIAL Iiiiii11111111.11.11.11.11.11.11.11.11.11.11.1 1111111111111111111111111111 1111'1'1'1'1 35,000 10,000 55,000 35% 10% 5.5% TOTAL $ 77,600 $ 22,400 $ 100,000 100%