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HomeMy WebLinkAboutBid for Contract for fieldsREQUEST FOR QUALIFICATIONS • City of Saratoga The City of Saratoga is requesting Statements of Qualifications from selected firms and consultants to serve as the Project Manager who will work with the Saratoga Parks and Recreation Commission, in addition to city staff, in order to implement several Park Development Projects. In March, 1996, the Saratoga City Council requested that a Community Task Force be developed in order to recommended what needs should be addressed by the Parks and Recreation Development Fund. In June of that year approximately 70 members from the community attended a workshop to help determine and prioritize the needs of the City in the area of Parks and Recreation. Unfortunately, the City was faced with major budget cuts before any of the projects were implemented and the original priority list needed to be reconsidered. The top priority that was identified after this second round were playfield improvements at existing school sites. The City of Saratoga is interested in retaining a consultant to coordinate and plan the development of these playfield improvements at existing school sites. The Parks and Recreation Commission has identified various school sites where there either needs to be a creation or enhancement of existing soccer and baseball fields. The Project Manager • would be responsible for the establishment of joint use agreements with those agencies who currently use the fields or have some interest in the site such as school districts and user groups before any site is designed and developed. The purpose of these agreements will be to determine and develop a maintenance and use agreement, in which all parties will agree to share in the cost of the annual maintenance of the new or improved playfield since Park Development Funds can not be used for this purpose. In addition, the project manager would be responsible for submitting a strategic plan and timeline for implementing the projects once the use agreements have been established. If you are interested in being considered please submit a Statement of Qualifications in addition to cost estimates. The Parks and Recreation Commission, who would be initially reviewing your materials, would a like to retain this Project Manager as soon as possible, therefore please submit your statements to us no later than Friday, March 7, 1998. If you have any questions please contact Irene Jacobs at (408) 868-1215 or fax your questions to (408) 868-1280. Please fax or mail all correspondence to the attention of Irene M. Jacobs City of Saratoga . 13777 Fruitvale Avenue Saratoga, CA 95070 ~ C7 ~ o ~ ~ ~ ~ o ~ ~ ~ ~ x ~ a ~Q°~ ~ ~ ~ Cri~ ~a cno g.° r. of '~' !CD ..r ~ ~ r, r~ UQ G' ~ ~ N~ ~ C ~ ~ ~ ~ ~ ~ ~ ~ `~ u ~! ~ CS N ~ A m f9 .. D C ~ ~ 1 r A ~*D A ~ - ~ ~ ~ ~'' A .~++ n~ O • t4 r- -'~ ~ ~ ~ tD ~~ n f!1 b t~D ..g .. r• O ,.t • ~ ~ .Ara ~r y. ~ A rA ~ tD O r• m 'f t7Q • SARATOGA PARKS & RECREATION COMMISSION PROJECT COORDINATOR Name of Firm Expertise (incl. specifically park-related) Cost Experience w/ NIMBYs Firm Size: Project Priority Experience negotiating w/ schools :~ Park Development Projects BEALS March 9, 1998 Saratoga Parks and Recreation Commission Go Irene M. Jacobs City of Saratoga 13777 Fruitvale Avenue Saratoga, CA 95070 RE: Request for Qualifications Project Manager: Park Development Commission Members, LA~I DSCAPE ARCHITECTURE INc Recreation in urban and sub-urban environments has redefined itself in the past two decades. The funding for construction and maintenance of public and quasi-public facilities has gone through a transformation because of many factors. The major factors are Proposition 13, lack of available land, and the lessening of development fees. To further complicate the issue, most municipalities and school districts find imposed limitations on spending. One time capital improvements are accepted and even encouraged, but maintenance, the long term "in perpetuity" costs are no longer available. Because redefining government is a long and tedious process, alternate solutions are required to address the current needs of providing recreation. • What an exciting opportunity for the City of Saratoga, the youth and adult sports organizations and the school districts. Congratulations for taking the major step toward partnering! We believe partnering can provide the resources to bridge the gap that solves the immediate challenge and thus allows time to search for a more permanent solution. Beals Landscape Architecture, Inc. has evolved with the changes in our society. We began as a design firm with a focus on public landscapes. Over the past 20 years we have continued our commitment to the design of public spaces, however, our emphasis has matriculated to the promotion of problem solving through the creation of partnerships using the vehicle of public process. Today, the majority of our projects are centered on devising creative funding solutions to enable provision of recreational opportunities to the public at large with specific emphasis to our society's youth. Our active participation in the Califomia Parks and Recreation Society's VIP program, providing vision for a youth component, and our own Youth Benefactor Program are as testament to our commitment. Beals Landscape Architecture, Inc. is very excited about the possibility to bring our 20 years of park and athletic design experience, combined with our problem solving capabilities to develop partnerships between the City of Saratoga, local school districts, and the user groups. We look forward to presenting our qualifications and ideas to you in person. Sincerely, William J. eals, III Califomia Lic. #1534 J:IMARKETINGIM 941M94-14 CITY OF SARATOGA1M9414.2 PARK DEVELOPMENT PROJECTSILTR WACOBS 3-9-98.DOC TWO NORTH MARKET FIFTH FLOOR SAN JOSE, CA 95113 PHONE 408-287-4202 FAX 408-287-0165 LIC N0.1534 • TABLE OF CONTENTS 1 . BLAi FIRM INFORMATION Firm Data Project Type Summary Professional Mission & Purpose Project Commitment Philosophy & Vision Utilization of Task Force & City Staff Input Firm Summary Design Philosophy 2. EXECUTIVE SUMMARY 3. QUALIFICATIONS OF THE DESIGN TEAM Statement of Qualifications BLAi Resumes 4. COST ESTIMATE • Project Fee Statement BLAi Rate Sheets 5. CASE STUDIES & PROJECT SHEETS A. APPENDIX Recommendation Letters Youth Benefactor Program • I3 1: A L S L ?, N D S C A P E A R C H I T E C T U R E I N C PROPOSAL FOR CITY OF SARATOGA PARK DEVELOPMENT PROJECTS FIRM INFORMATION Legal Name of Firm : ......................................... Beals Landscape Architecture, Inc. Business Address :............................................ 2 North Market Street Suite 500 San Jose, California 951 13 408.287.4202 (phone) 408.287.0165 (fax) Year Established :.............................................. 1978, Incorporated Gross Annual Revenues :.................................. 1997: $ 800,000.00 1996: $1,050,000.00 1995: $634,000.00 1994: $500,000.00 1993: $660,440.00 • Current Number of Personnel :....................... Eleven Employees Resumes of Key Personnel ............................. William Jay Beals, Principal (see following pages) Bill Drulias, Associate Derek McKee, Associate PROFESSIONAL MISSION AND PURPOSE "Beals Landscape Architecture, /nc. is dedicated to the practice of public /andscape architecture that will foster the goa/ of pub/ic benefit to the community through the design of interactive pub/ic spaces, cooperative community design process, client partnerships, education, and the practice of environmental stewardship. " I3 F. .a L S I. A l D S C ~ P F: :~ R C H 1 T F, C 7' li R E_ 1 N C. FIRM INFORMATION • PHILOSOPHY & VISION Our philosophy for planning public facilities is simple: "listen to the desires, separate the needs for the wants, and develop a creative solution that is reflective of what people say and what they mean coupled with spatial, budget and maintenance needs and constraints." As professional designers of public spaces, we understand what will work and what will not. We understand spatial considerations as well as maintenance and budget constraints. We are experts in the design and construction of these facilities and understand the need to develop a design that will respond to the overall needs, not just those of special interest groups. We also consider the "resident population" and the constraints they may place on the viability of the design. Elements such as visibility, safety, and vandalism come into play. At the same time we must realize that the communities and neighbors have specific needs and we are responsible to design this facility in such a manner that promotes these needs. Beals Landscape Architecture, Inc. prides itself on the ability to see what others cannot. We make an effort to interpret the givens into alternative choices. To develop a uniqueness where others visualize more of the same. To bring a vision. To turn problems into challenges and challenges into opportunities. FIRM SUMMARY Since 1978, the professional staff of Beals Landscape Architecture, Inc. has provided the benefit of their knowledge and experience to more than 20 municipal agencies. That experience involved park and recreational planning and design, urban design, as well as civic and municipal facilities development. Eighteen years of experience within the public sector has provided exposure to a multitude of public forums and processes that include: city councils, commissions, public workshops and committee hearings, and multi-jurisdictional agency meetings and reviews. During that time, the firm has successfully completed, or are working on over 150 public projects and has contracted forty-four (44) park protects during the past five years. The firm is a leader in the design of public facilities. This is primarily due to the Principal's hands-on involvement in the design of public and historic recreation spaces, including participation on boards and commissions that promote quality design. The vast amount of projects completed under that umbrella have lead to a large portfolio of public design projects completed by the staff. Technically this is supported by computer assisted drafting (CAD) employed by the firm to produce technically correct and coordinated templates and guidelines for specific design elements, details and specifications. The firm employs afull-time CAD administrator, trained in computer electronics to support the landscape architects drawing documentation efforts. 13 I~: :~ I. S I. A ti D S C .~ P F: .~ R C II 1 T I~, C T (' R E. I ;~ C. FIRM INFORMATION The management approach is a team effort. The principal is the coach, teaching and practicing the finer points of design implementation and guiding the process to a positive end result. Each person on the team has a specific role that supports the total team effort. These roles include principal, project landscape architect, protect manager and technical support. Each team member has been trained in their area of expertise to compliment and overlap other areas. Project status and needs are evaluated on a weekly basis at production coordination .meetings to ensure that support is available for any given project as required by the project schedule. Adjustments are made to the long term (6 month) schedule and short term (2 week) protect needs to meet the dynamics of each project. PROJECT TYPE SUMMARY During the past 10 years, the firm has received almost 30 awards for superior deign and process planning. These awards include national and state wide recognition from the American Society of Landscape Architects, California Landscape Contractors Association and specialty awards including Mayors Awards, SCOPE awards and Special District awards. Beals Landscape Architecture, Inc. considers these awards as recognition for a superior level of service provided to all of our clients. Project types that have received recognition include many of those listed below: • Park Master Plans * New Parks and Park Renovations * Athletic Fields * Schools and School Parks * Preservation and Reclamtion * Recreational Trail Systems * Civic and Municipal Facilities * Courthouses * Gateways and Plazas * Medians and Streetscapes * Police and Fire Departments * Airports * Hospitals and Clinics * Community and Senior Citizen Centers * Religious Facilities * Commercial and Office Buildings One of the unique services offered by the firm is project pre-planning. We strongly believe that time expended at the outset of a project pays considerable dividends from project design through bidding and construction. We assist our clients in evaluating and determining the appropriateness of the program, site and budget prior to receipt of public input or the planning process. This work ensures that the Clients expectations are quantified and that the delivered project meets those expectations. PROJECT APPROACH Beals Landscape Architecture, Inc, believes strongly that the success of any process is dependent upon the ability of the consultant to be understanding and patient with the time it takes for input, review, and decision making. However, just as important is the leadership ability of that consultant to establish a proper time-line and ensure that the project proceeds accordingly. One of the best ways to do this is to develop a firm timeline at the beginning of the project, make sure that it is public knowledge, and involve the community in that process. Commitment to time is very important to the community's support and involvement. When a timeline slips in a process such as this, the community tends to get concerned, aggravated, and raise concerns over delays. I3 } .1 I. S L A ti D S C :~ Y f; :1 R C H I T L C T C' R F.. [~ C. FIRM INFORMATION Beals Landscape Architecture, Inc. takes a personal approach to all projects. One of the primary goals in any project is to develop a strong working relationship with the neighborhood for which the project design is being prepared. Beals Landscape Architecture, Inc. is a medium sized landscape architectural firm. We promote the personal involvement of the principals on all of our projects. This involvement includes all aspects of project design, presentations, and overseeing the construction documentation process. The Project Landscape Architect was selected for this project. because of his strong ability to take the concept and bring it to life with strong and tight construction documents. This results in close and accurate bids and a project that looks and feels like the renderings shown to the public. To accomplish this, the firm is selective in the projects that they endeavor to design. In addition to the principal involvement of Beals Landscape Architecture, all other team members have guaranteed, as in the past, that principals will be intimately involved in the project design. This very selective approach to assembling a team ensures the Agency that they will be dealing with the 'first string' at all times. This approach also provides the Agency with a degree of independent thinking that may not be present in larger multi-disciplinary firms. All team members are encouraged to put forth new ideas and concepts whenever possible. Though sometimes challenging for • the team as a whole, the end result of this process is very beneficial to the project. The most important part of this approach is that the prime consultant has a thorough knowledge of team members roles and abilities to coordinate their efforts simultaneously. Team members must understand their specific roles, how they overlap, and how they compliment the roles of other team members. All team members have a thorough working knowledge and understanding of their role and tasks which will be an integral part of the planning process. PROJECT COMMITMENT Planning recreational and park projects is what Beals Landscape Architecture, Inc. does. With over 90% of our work in this arena, we are very comfortable with and thoroughly enjoy the design and partnering process. We bring our planning and design expertise to the table and feel that our experience displays our abilities and sensitivities of meeting the needs of our clients. UTILIZATION OF TASK FORCE AND CITY STAFF INPUT Our experience with Citizen Task Forces and Agency input on projects leads to a solid understanding of the importance of the data and how it will be utilized in the planning process. The Agency is - retaining a professional landscape architect because they value the experience and knowledge required for proper park planning and design. F3 1~ a I. S I. A~ D S C _a Y F A R C H] T~ C 'I' L' R E. I~ 4. FIRM INFORMATION Our role is to utilize our expertise to lead the groups toward positive resolve resulting in a quality master-planned project. This project will incorporate the needs and desires of the community where these needs align with the project as a whole. We can and will direct this input to ensure it is complimentary to specific Agency and Community requirements. DESIGN PHILOSOPHY The advantage of successfully completing projects and having a working relationship with Agencies is that they do not have to educate the designer on the process, guidelines, requirements or design criteria. In fact, recently it has been our firm who has been educating the various municipalities on process and design. This allows us, as designers, to concentrate on development of solid concepts based on the needs and desires of the community with full understanding of the constraints of maintenance. Our concept is to promote active involvement of the Agency through an active task force in the planning and design of these facilities. We find that this brings a sense of satisfaction, ownership and pride in the facility and a cohesiveness to the project. We also encourage a task force to represent the various interested groups and bring their concerns or opinions into the project. The result is a well used project with minimal vandalism and maximum protection and support by the community. Because of our significant experience quotient, the Agency can be assured this input will be received in a manner that encourages creative design, but at the same time respects construction budgets, timelines and maintenance criteria. After all, the project will not be successful if the wishes are granted verbally but the funding is not available, timelines are not met or protects are constructed that are not fiscally responsible to maintenance. • I3 F. :1 I. S L. :1 \ D S C :1 P E: :\ R C H I 'i L C T C' R F.. 1 N C. • • • EXECUTIVE SUMMARY For the past twenty years Beals Landscape Architecture, Inc. has been committed to the provision of quality public recreational spaces. The purpose of the attached Statement of Qualifications is to provide the Parks and Recreation Commission of the City of Saratoga with an understanding of that commitment and to display examples of the resultant products. Our firm believes that change is good and that change is constant. Understandingthischavge has contributed greatly to the success of our firm. Over the past two decades the definition and those who recreate has undergone considerable modification and transformation. As a firm, we have not only recognized that change but have attempted to be a leader in providing creative solutions to government and municipalities to use that change to their best advantage. To think back and remember during the 60's and 70's when recreation was provided as a matter of course, almost seems like a dream as we enter into the new millennium. During that period recreational opportunities were expected. Many new parks and athletic facilities were built primarily for the youth of our society. As children during that time, we expected to have places to play, places to recreate and places to engage in sports activities. Thinking back, one can remember the buildings and the parks where you were able to checkout horse shoes, shuffleboard equipment and a variety of balls and bats that you could use on a Saturday afternoon when your family went to play in the park. That was a time when there was an abundance of recreational leaders provided by the city to ensure that we, as the taxpaying public, were given all the opportunities we desired. Of course that was a much simpler time and one in which this particular valley was growing by leaps and bounds and had at its disposable considerable funds to not only construct new facilities, but to provide the necessary personnel to staff those facilities to meet all of our needs and wants. As we enter the new millennium, things have changed drastically. The first thing that comes to mind is that we are out of land. The boom of the 70's and 80's has taken up all of the land for industry and resultant housing leaving very little space left to develop new recreational opportunities. Proposition 13 has greatly modified the income and tax base to municipalities to maintain and staff the current facilities. The booming construction and bedroom taxes that were abundant in the coffers of the recreation departments is now depleted. Those that do exist are ear-marked only for capital improvements and do not provide the opportunity for use to maintain existingfacilities or maintenance of any newly constructed facilities. Interestingly enough, this new millennium brings about a society that looks upon recreation as a mandatory outlet to deal with the current pressures of today. Leisure time has changed its meaning. What was an afternoon for the family is now a family going five different ways. Adults by themselves, especially young adults, ages 18 through mid-20's make up a great percentage of those who use these facilities. I3 F, ~~ I. S I. A N D S C .4 P F. A K C H I T F C T [' R E, I\ C. EXECUTIVE SUMMARY In the year 2000 we will be a society that is known for paying penance to recreation and staying in shape. Seniors recreate, adults recreate, young adults have very competitive play and adult sports, and there is a significant increase in the quantity of children who are now recreating. As one might guess, the combination of a significantly increased population, using a reduced amount of land with minimal funding for improvements and maintenance, poses a significant question to those involved in the profession. As a firm, Beals Landscape Architecture, Inc. has not only been involved in these many changes, but strives to be a leader in the process for change. About a decade ago, the firm became heavily involved with the Shoreline at Mountain View complex. This complex was a large portion of land which was master planned specifically to provide opportunities for partnering with private agencies and non-profit organizations, thereby sharing the burden of development and maintenance. Over the past ten years, the firm has worked very closely with a significant number of municipalities, non-profit organizations and profitable organizations that have a common goal to provide and use recreation. Though the school park concept is not a new one, the idea of using school sites for community recreation is relatively new. The schools havethe largest non-developed land space available to assist in providingthat recreation. The municipalities typically have the funding available to improve and renovate old facilities so that they are safe and that the use is maximized for the neighboring population. This type of partnership began about a decade ago and has developed a significant stronghold in the more densely populated urban and suburban environments. The more recent changes revolve around that of perpetual maintenance. • Beals Landscape Architecture, Inc. has been instrumental in developing a variety of partnerships between non-profit, youth•oriented organizations, adult organizations and even professional sports organizations who desire the opportunity to use improved safe and accessible recreational resources. These partnerships have taken many forms depending on the resources available to all the agencies and entities involved. Currently the most predominant concern is that of the maintenance issue. Shared maintenance costs, equipment and man power between agencies is all but maxed out. It is time now to call upon the youth and adult recreational organizations to develop a partnership to maintain the facilities which have previously been developed and those which still need development to accommodate an increased population. In summary, Beals Landscape Architecture, Inc.'s twenty years ranging anywhere in size from 10 to 20 people has been an integral part of the changes in our society and those opportunities. It would be wonderful if we had reached the end, but as we said previously, change is good and change is constant. We are still changing and Beals Landscape Architecture, Inc. is a leader in that change. We hope that the Commission enjoys reading the qualifications and expanse of our firm. We look forward to the opportunity to discuss entering the new millennium with you at the interview. • F3 I A I, S L A N D S C 1 P L•: :'~ R C H I T F, C T I' R E. I\ C. QUALIFICATIONS OF THE DESIGN TEAM The Design Team selected for this project is headed by Beals Landscape Architecture, Inc. It is comprised of professionals who are expert in their fields. These team members have designed over a dozen built projects together over the past three years. Currently we are working on another ten projects that are under construction or on the boards. Beals Landscape Architecture, Inc. is a medium sized landscape architectural design firm. By choice, the firm practices in the public arena designing recreation, park,~and open space projects for California communities. This has been the primary focus of the firm since its establishment over 18 years ago. The firm stresses the following three aspects in its relationship with any public agency. Personal Involvement Including That Of The Principals We choose those projects which we feel are important to the goals and objectives of our firm and the personnel within the firm. This brings about a personal satisfaction to all people that work with the firm and team members we employ. This personal satisfaction is evident with the success of the projects we have designed. It is the firm's belief that if the individuals working on projects are satisfied, they will strive to accomplish the best design forthe end users, resulting in satisfaction and pleasure experienced by those end users. Developing A Relationship With Any Agency For Which We Work The majority ofthe firm's business is provided by return • clientele. It is not uncommon for a client such as a Parks and Recreation Director to call upon our firm for a consultation to resolve difficult problems which are presented to them. These relationships reaffirm a great satisfaction of our staff for projects well done. r __~. p- *~~ ~. - i4 \. _, '` ~r. ~~ ~,; _ ~ ~, ,n t~ ~ ~s'.: W ~': ~'~. Y V` t ~ ~~. ~. g; 4" yam: ~R ,. . ~~ ' ~_:,. ~, ._~r~ Producing Contract Documents That Are Complete And Thorough The firm strives to prepare documentation that results in a minimal bid spread, questions, and change orders. We have a very positive working relationship with all of our clients and the landscape contractors who bid our work. Contractors recognize the name Beals Landscape Architecture, Inc. and understand that we expend much time and effort in producing drawings, expecting stringent compliance. Our cost estimates are accurate and the client and their constituents remain our primary concern for a well designed and implemented project. Our considerable experience within the public sector has provided us with exposure to a multitude of public forums and their processes including city councils, commissions, workshops and committee hearings, and multi-Jurisdictional agency meetings and reviews. Clients are located throughout Northern California, and contract types vary from the very specific to the renewable, open-ended variety. In many instances, new projects have resulted in further expansion of the firm's geographic region providing eduction of additional localized governmental codes, processes, and project requirements. We welcome such growth as it further strengthens our ability to lend diverse experience, providing optimal service for our clients. When retained as prime consultant, we assemble specialized professional teams to accomplish client/ project goals, utilize computer aided design (CAD) system for speed and accuracy, and provide - optimal integration ofthe many aspects ofthe above mentioned services which comprise a successful landscape architectural design project. I3 E .-~ L S L A\ D S C' A P F. A R C H I T' F. C' 'P t' R F.. I ti C QUALIFICATIONS OF THE DESIGN TEAM Beals Landscape Architecture, Inc. realizes the proposed objectives with maximum efficiency and will produce drawings from the collective knowledge and expertise of its history and qualified staff. We will apply problem specific experience to the resolution of the challenge at hand. We emphasize service; we respect the details and we strive for clear and continuous communication in a style comfortable to our client throughout a project. In particular, our considerable contracts with numerous municipalities and practice in park planning establishes us as an excellent choice to provide the City with design services. SCOPE OF WORK • • Beals Landscape Architecture, Inc. will act as the prime consultant for the project. The firm's role will be that of primary designer and coordinator of all team members for successful implementation of the project. The specific scope of work for this project is shown later. It will be discussed in detail at the interview. RESPONSIVENESS ~,~, Beals Landscape Architecture, Inc. prides itself on its responsiveness to clients from the programming and design process, through construction and project dedication. We encourage the selection committee to review our references and resumes and contact them in this regard. ABILITY TO PERFORM We have extensive experience in the design and construction documentation of public projects. Our firm is a process and product oriented company. We make it a policy to adhere to schedules that are agreed upon by ourselves and our clients. We feel that our ability to perform is exemplary. B I~, .1 I. S L .~ N D S C :1 Y E A R C H I T E C T I' R F. I N C. RESUMES WILLIAM J. BEALS III Principal Qualifications: Jay Beals is the president and founder of Beals Landscape Architecture, Inc. He has twenty-eight years of experience in the field of landscape architecture with an emphasis in park, open space, and recreational planning. . As a consultant to public agencies, jay has concentrated his efforts in public projects that provide benefit to entire communities through design of interactive spaces utilizing cooperative community design process and client partnership. Jay has completed successful design of over twenty-five (25) school/park projects involving cooperative landscape partnerships. His experience in the public sector, with multi jurisdictional projects and knowledge of the project area, provide keen insight and strong leadership for the project team. Experience: 28 years Educational Background: University of Oregon School of Architecture and Allied Arts Bachelor of Science Landscape Architecture, 1971 Registration: California No. 1534, Landscape Architect Nevada No. 198, Landscape Architect . Professional Affiliations: American Society of Landscape Architects California Council of Landscape Architects Construction Specifications Institute American Institute of Architects Other Affiliations: President: Friends of Santa Clara Soccer Park Director: Rotary Club of San Jose History of Similar Projects: Country Club School, San Ramon Walt Disney School, San Ramon Regnart Elementary School, Cupertino West Valley School, Sunnyvale Nimitz Neighborhood School, Sunnyvale Cupertino Junior High School, Sunnyvale Kennedy Junior High, Cupertino Eaton School, Cupertino Ortega-Stockelmeier Elementary School, Sunnyvale Hyde Middle School, Cupertino Lincoln Middle School, Cupertino Stevens Creek School, Cupertino Faria School, Cupertino Gardener Biebrach Neighborhood, San jose Calaveras School, Hollister Kern Avenue Neighborhood Park, Gilroy B E \ L S L A ;` D S C A P F. A R C' H I T L C T P R F, 1 N C. RES__UM ES BILL J. DRULIAS Associate, Director of Design Qualifications: Bill's work has included large scale planning design challenges as well as projects involving the design of public and private exterior spaces throughout California. He headed all design develop- ment for Walt Disney Enterprises at Disneyland, Anaheim, California in the late 1970's. A few of the projects he designed were Big Thunder Railroad, Space Mountain, he assisted with the design team in Florida on the Epcot Center, World Show Case at the Canadian Pavilion, and also phase two design of the Tokyo Disneyland. Bill was Principal in Charge of Design and founder of Dillon Drulias and Associates from 1980 to 1992. Primary emphasis was large scale planning, to intimate residential projects throughout Cali- fornia. Recently Bill received an AIA award for the historic renovation of the County of Santa Clara Court House, the jewel of the redevelopment of down town San Jose. Mr. Drulias is involved in international masters swimming which allows him to continually be exposed to different areas and new design. Through extensive world traveling he acquires new material, different ways of looking at projects and "staying in shape", design wise. Experience: 20 years Educational Background: California Polytechnic State University, San Luis Obispo School of Architecture and Environmental Design Bachelor of Science, Landscape Architecture, 1975 Rio Hondo College, Whittier Associates of Arts, Architecture, 1972 Registration: California No. 2069, Landscape Architect History of Projects: CSU Monterey Bay, Monterey Campbell Middle School, Campbell Rosemary Elementary School, Campbell Palo Alto Schools District Wide Upgrade Feasibility/Study Code, Palo Alto Cipriani Elementary School, Belmont Foothill High School, San Jose " Cesar Chaves Elementary School, Salinas Hollister Youth Sports Complex and Park, Hollister Sedgewick Schools, Cupertino Ryan Ranch Children's Center, Monterey Boulder Creek Playground, Santa Cruz Wool Creek Elementary School, San Jose Spreckles Middle School, Spreckles Aquatic Accomplishments: 1997 National Champion -First Place 100yd Free USMS Nationals, Seattle, WA 1996 World Games -Third Place l OOm Free FINA World Championships, England 1996 World Games -First Place, Water Polo, FINA World Championships, England I3 E~ 1. S I. A N D S C A P E A R C H I T E C T i7 R E. I N C. RESUMES DEREK C. MCKEE Director of Landscape Architecture Qualifications: Derek McKee is a Project Landscape Architect responsible for project management and coordina- tion for Beals Landscape Architectures, tnc. Practicing in landscape architecture, he has worked on public parks, athletic facilities, residential planning, business parks, mass transit design and habitat restoration/preservation. Experience: 5 years Educational Background: Cal Poly State University School of Architecture Bachelor of Science in Landscape Architecture, 1993 Studied Urban Design and Community Development in South America, 1991 Construction Management, San Jose State Professional Development, 1997 Certificate of Marketing, Foothill College, 1997 Registration: California No. 4148, Landscape Architect Professional Affiliations: American Society of Landscape Architects • Experience of Similar Projects: Independence Adult School, San Jose Creekside Park, Cupertino Community Park, Morgan Hill Christmas Hill Park, Gilroy Calle Del Rey Park, Gilroy Fresno Landfill Regional Park, Fresno AMD Sports and Community Service Center, Sunnyvale Roche Campus, Palo Alto Skateboard Park, Gilroy San Ysidro Park, Gilroy Soberanes Park, Salinas Mission San Jose Bicentennial Park, Fremont Agnews Development Center, Santa Clara Fuller Street Park, Santa Clara Mountain View MOC, Mountain View Playground ADA Upgrades, Morgan Hill u L3 Li :~ I. S L .4 N L) S C .~ P E A R C H i T F. C T L' R E, I \ C. PROJECT FEES Each municipality has a distinctly different personality. Beals Landscape Architecture, Inc. has worked in developing partnerships, strategic planning, and budgeting to meet those differing personalities. In this case, what is good for the Goose is not necessarily good for the Gander. Our firm prides itself on designing a process to meet the specific needs of the community. For this reason, it would not be prudent to try to develop fees until the scope is finalized. The range of fees will vary greatly depending on the specific needs and services required. We produce a product, but the process to obtain the perfect fit varies greatly. We propose that the City of Saratoga select the best consultant to meet their needs and then negotiate a fair and equitable fee for the proposed scope of work. Our effort will be led by the Principal, Jay Beals, and assisted by an Assistant Planner. Attached is our charge rate schedule which itemizes the firm's hourly rates. We are proposing that the Principal lead this effort to draw upon his significant experience, thereby limiting the learning curve and minimizing the required effort. The Assistant Planner will operate at the Job Captain rate and perform the majority of perfunctory duties of researching, scheduling, and report writing. We encourage the City to review our references. For this particular project, we suggest dialogue be entered into with Bob Rayl of the City of Los Altos for performance of similar scope. C7 • S E A L S L A\ D S C :1 P G A R C H I T L- C T L` R I;. I N C. SEALS LANDSCAPE ARCHITECTURE, INC. CHARGE RATE SCHEDULE The following chart outlines the current charge rate for professional and office costs. Reimbursable rates and expenses are shown at the bottom. All hourly rates are subject to revision on the date noted below. CONSULTING RATES Expert Witness -Principal $250.00 per hour Research/Evaluation -Principal $150.00 per hour Associate $125.00 per hour PROJECT RATES Managing Principal $125.00 - 150.00 per hour Principal $100.00 - 125.00 per hour Associate $ 90.00 - 100.00 per hour Senior Project Manager $ 80.00 - 90.00 per hour Project Manager $ 70.00 - 80.00 per hour Job Captain • Draftsperson $ 60.00 - 70.00 per hour $ 50.00 - 60.00 per hour Intern $ 50.00 per hour Technician $ 40.00 per hour REIMBURSABLE RATES Blueprints and Reproductions Cost plus 20% Transportation $.30 per mile Sub Consultant Services Cost plus 20% REIMBURSABLE EXPENSES Blueprints and Reproductions Travel Expenses Photography Parking and Toll Expenses Models and Renderings Permit Fees Promotional Brochures Long Distance Calls Postage/Overnight Mail Service Courier Delivery Service Subject to Revision January 1, 1999 B E A L S L A N D S C A P E A R C H I T E C T t' R E. 1 N C. CASE STUDIES 401 ROSITA AVENUE Los Altos, CA In November 1996, the City of Los Altos purchased the property (5.5 acres) at 401 Rosita Avenue, which had operated a parochial school for many years. It is bordered by an adjacent school district property (Covington School), aCity-owned mini-park (Covington Mini-Park), and residences. In February 1997, a Citizen's Task Force of 22+ members was formed to develop a park master plan reflecting their own opinions on community recreation needs combined with public comments received at several Parks and Recreation Commission Meetings. The Task Force was comprised of members from various user groups of youth/adult community organizations, recreation program participants, the School District, City Council and Parks & Recreation Commission, City staff, and residents near and far. Beals Landscape Architecture, Inc. was selected to be the consultant to this project. As a result of the first few Task Force meetings, the program was developed based on exercises ranking priority of uses. The Mission of the Task Force was "to evaluate potential uses of 401 Rosita." And with that, the goal was "to develop a preliminary park master plan reflecting com- munity and task force comments and present it before the Parks and Recreation Commission." With the program in hand, BLAi developed several conceptual plans reflecting the requests of the Task Force. Following several versions of the conceptual plans, two were chosen to go forward to the Parks and Recreation Commission and later to City Council. The first plan offered "joint use" of the 401 Rosita site and the adjacent Covington School property, which integrates a 25,500 square foot indoor facility where the existing multi-purpose room is located on the Covington School site. This plan offers driveway access from Covington Road, ample parking, and outdoor facilities which include multi-purpose turf for soccer, Pony baseball, softball/Little League, and a play- ground area. There is also the possibility of the inclusion of a skate park/roller hockey facility into the plan. This was the preferred plan of the Task Force. The second plan offered a master plan for the 401 Rosita property only. This would become the prime plan should the joint-use concept with the School District not come to fruition. This plan features an indoor facility, which includes a gym, lobby, restrooms, recreation room and divisible room, and outdoor facilities including multi-purpose turf for soccer, open space, Pony League baseball diamond, ample parking and access from Rosita Avenue. Concerns about funding, operations and the cooperation between the City and the School District brought upon ideas of phased development. Since the two plans basically offered similar fea- tures, it was decided that City Council would move forward with the "joint-use" plan, allowing the 401 Rosita fields to be developed first, while decisions regarding "joint-use" were made by the School District. This would avoid locking up all construction while awaiting a final decision. If "joint-use" is approved, the building will go on the school district site. If not, the building would go on the 401 Rosita site, or an entirely different site. That issue would be resolved at a later time. For the most part, the fields will be built, still further benefiting the children. Client: City of Los Altos 97 Hillview Avenue Los Altos, CA 94022 Bob Rayl, Director of Parks & Recreation 650.941.0950 • B E A L S L A '~ D S C A P F A R C H I T 1/ C T I' R E. I N C. CASE STUDIES NINE (9) YOUTH ATHLETIC SITES Cupertino, CA Beals Landscape Architecture, Inc. was fortunate enough to be awarded a project that included the design of nine (9) sites in the City of Cupertino. These sites were specifically programmed to enhance youth athletic facilities in the City and the open space acreage. The sites were six el- ementary schools, two middle schools, and one at an existing park site. The projects challenges included managing multi jurisdictional projects and multiple projects at the same time under one contract. The initial step in the project was to work with the City to develop a project program for each of the project sites. The preliminary planning committee had already developed a set of desired goals. Beals Landscape Architecture, Inc.'s charge was to evaluate the sites, complete an inventory of existing conditions, and determine the validity of those goals. Beals Landscape Architecture, Inc. also worked directly with a large Task Force that included members from the athletic leagues, who would be utilizing these fields, local and school district representatives, the Department of Public Works and Department of Park & Recreation within the City of Cupertino, and the various maintenance departments from both the City and the School District. The Task Force reviewed and approved the program data and preliminary schematic design prior to going to the public. Another interesting factor was that each of these sites was at a different neighborhood within the City of Cupertino. Beals Landscape Architecture, Inc. worked out a schedule to meet the City's needs that called for sixty-five (65) public meetings within six (6) months for alt nine sites simultaneously. We are pleased to say that this was a great success. We met all of the meeting requirements by providing the required information and design, facili- tated the meetings and received a real positive response from the neighborhood. Following successful completion of the Master Planning portion of the project, Beals Landscape • Architecture, Inc. undertook construction documentation of alf nine (9) sites simultaneously. Reviews were held with the Department of Public Works, City Engineer, Maintenance Department, and Parks & Recreation Department throughout the design development and construction docu- ment process to establish specific design guidelines for all nine (9) projects. The projects were then all bid as one project with a very specific construction schedule that controlled the number of project sites not in operation atone time to maintain youth activities and league action during the construction process at other sites. This construction process took three (3) years building out one to three sites every six months. Cfient: City of Cupertino 10300 Torre Avenue Cupertinos, CA 95014 Steve Dowling, Director of Parks & Recreation 408.777.31 10 Awards: 1995 -First Place Award for Large Renovation California Landscape Contractors Assoc., SF Bay Area Landscape Awards Hyde School/Park, Cupertino, California Faria School/Park, Cupertino, California Regnart School/Park, Cupertino, California • B E• :~ I. S I. .~ ti D S C .-1 P E :~ R C H I T E C T I' R L•, I ti C. CASE STUDIES OPEN SPACE SITE PLANNING PROJECTS Sunnyvale, CA Beals Landscape Architecture, Inc. was contracted by the City of Sunnyvale under a series of sepa- rate contracts to provide Master Planning, Site and Landscape Design services for a variety of projects to maintain open space within the City and increase the land held for open space as a response to the recreational element of the General Plan. The projects completed by Beals Landscape Architec- ture, Inc. included two (2) middle school/parks and three (3) elementary school/parks. The total acreage of these projects was just under 40 acres. The process of these projects included master plan hearings with the neighborhoods to gain input and review designs for these projects. This Master Planning process of open hearing with the community was followed by public hearings with the Parks and Recreation Commission, the Cupertino Union and Sunnyvale School District Boards, and the City Council of the City of Sunnyvale. All of the projects went through without any problems due to positive pre-planning on the part of the City staff and assistants from Beals Landscape Architecture, Inc. The only hitch in the process revolved around a concern of ambient light with addition of night lighting for a combination pony and softball field at the Cupertino Junior High School site. This to was satisfactorily resolved with- out complaint with specific cut of design for the fields. As open space site planning, these projects promoted neighborhood park use, school use and enhancement ofthe youth sports facilities within the City of Sunnyvale. For example, on the Cupertino junior High School project site, the existing track was renovated, two (2) new little league ball diamonds were constructed and a combination pony/adult lighted softball field was also constructed. These projects also included amulti-use overlay of three (3) different soccer fields. The Sunnyvale • Middle School project work included an upgrade and renovation of a 90 foot senior league base ball diamond, the addition of awoman's softball diamond, upgrading of open space turf area, perimeter landscaping, par course, and school park perimeter for this project. This particular project was done in two phase. Phase I included the upgrade and modernization of the 90 foot baseball dia- mond, asmall recreation building with a restroom, storage and concession facility and the P.A.R. course. Phase II included open turf, softball diamond and perimeter landscaping. The elementary schools included Ortega/Stockelmeier, West Valley and Nimitz Elementary School Parks. These were approximately 3 - 5 acre facilities revolving around renovation and upgrading existing turf to allow for modification to practice baseball areas and soccer fields. In the case of Ortega Stockelmeier, upgrade of the existing baseball and softball diamonds was also completed. One of the things that all of these projects had in common was a perimeter jogging track, some type of youth play area and in some cases, picnic areas. Client: City of Sunnyvale PO Box 3 70 7 Sunnyvale, CA 94088 Robert Walker, Director of Parks & Recreation 408.730.7501 • I3 L: :~ L, S L A ',~ D S C _~ P E A R C FI T T F. C T L' K E. T N C. CASE STUDIES SANTA CLARA UNIFIED SCHOOL DISTRICT Santa Clara, CA Beals Landscape Architecture, Inc. is currently working on the second phase (Strategic Planning process) of this project with the Santa Clara Unified School District. During the first phase of this project we worked with the stakeholders (school district and user groups) to identify the various user needs. We pulled user permits, met with each user and site group individually, created a needs matrix, and developed preliminary use agreements. We then developed conceptual design plans for each project site and reviewed that with the stakeholders. This work resulted in a budget analysis for capital improvements to meet program needs. The project moved forward to the bond funding stage. A bond measure was passed to fund construction for upgrades and renovations of school sites, including the turf and athletic facilities of open and closed schools. In the second phase, the Strategic Planning process, we will identify sites based on priority, the percentage of cost, and the maintenance obligations of the user groups. Client: Santa Clara Unified School District 1889 Lawrence Road Santa Clara, CA 95051 Paul Perotti, Superintendent 408.983.2006 • B F 1 L S I, A\ D S C A P E A R C II I T E C T L~ R 13, I N C. • • CUPI~R`T'II~iO JR. HIGH SCHOOL SUNNYVALE, CA The challenge presented by this project was in retaining the existing track and adapting it to meet the requirements of the community sports groups (baseball and soccer), and neighborhood uses, such as play and picnics. This was com- pounded by the schools district's need to reserve an acre of land for potential expansion in the future. The design concept was to locate the sports fields, by use, in a triangular configuration with the concessions building in the center Such a configuration also provided space for commu- nity uses along Helena Drive where the access was most di- rect The reserved land was located in this area so that incase the school district had the need to expand, it would not reduce the usability of the sports fields. Consideration was given to the surrounding residents through the use of berms and screen planting along the park perimeter to provide a softening of the park edge. Client: City of Sunnyvale Robert Walker, Parks Superintendent 408.730.7596 Cost: $1.4 million 13 I: .a L. S L. A :~' D S C' \ P L' A R C H 1 T E C T i' R F.. I N C. • KEI~iI~IEDY JUI~IIOR HIGH SCHOOL CUPERTINO, CA The Kennedy project is one of nine projects completed simulta- neously by Beals Landscape Ar- chitecture for the City of Cupertino from 1992 to 1995. The Kennedy site is the largest of the nine completed and has the most in the way of overlap- ping multi-use athletic facilities that serve both the community and the school. The foundation of all of these projects is a joint use agreement between the City of, Cupertino and the Cupertino Union School District. The City agreed to build, develop and maintain the open space portions of these facilities for a period of twenty-five years in return for the School Districts contributing approximately $5,000,000.00 funding m the City to assist with the construc- tion cost This was perceived to be a win-win program by both agencies and the City would add approximately 50 acres to their inventory of open space youth athletics. The Kennedy project includes one regulation 90' dia- mond, two little league 5elds, a 440' track, two regulation soccer fields, one de-minimized field located inside the center track and one Under-10 soccer field located in the lower portion of the project This project also main- tains the required asphalt area for the function of die Junior High School and all of the other athletic require- ments for physical education including the track. Also, the parking lot was expanded by approximately 40 new stalls to provide for the additional use that enhancement of the site would require. 1 In addition to the multi-jurisdictional use and design that was required to meet this project, some of the particulars about the project itself are interesting Approximately 30,000 cubic yards of earth will be moved on this project site in the first two and a half weeks of construction to provide proper drainage and a balance of cut and fill for the project. This will also respond to the activities on the site providingproper grading for the soccer fields, baseball diamonds and a level track area Also, the baseball diamonds have been designed to accommodate tournament, Little League and big league play so that the local leagues will have a home field and will be able to participate in the tournament of champions, the all stars on both the District 441eve1 as well as the sectionals, and the regionals. These types of tournaments will allow the little leagues to greatly increase their fundingwhich should result in the construction of the planned concession stand structure. Client: City of Cupertino Steve Dowling, Director Parks & Recreation 408.777.3110 Cost: $1.2 Million Dollars I3 F. A L S L A\ D S C r1 P I? A R C I I I T F C' T i' R F:. I ti C. • ~J OR7'EGAISTOCK>~LM 1~I ER A`tHL.I~7'IC F'IEL,DS - ~- .,~~. _ - - _ _ _ ~-- ~ - ~~_, ' ~ -;;. __ ,~ _: ~~_ __ 6 - ~ • _~ ~r --ti . . --= ~_. - .,_.. - . ~,__ _ ...-. _. - _. __ -- - :usie~ww I-LC~ Cost: $562,000 E3 F .4 I_ S L ~ i\ I) S C :~ P E The result was amulti-use athletic facil- ity with spark-like feeling In the spring and summer, baseball and softball domi- nate the park; in the fall and winter, the local soccer leagues use the same facil- ity. When not scheduled for sports use, the facility can be used by the commu- nity for pick-up games, kite flying, Frisbee toss, and other recreational uses. The Stockelmeier park portion can be used in a similar fashion, but is also used by the school during in-session hours. The concept was so well received by the community, that the City of Sunnyvale retained Beals Landscape Architecture to design four additional facilities with the same design program. :1 R C EI I T E C T C` R L, I \ C. The athletic fields atOrtega/Stockehneier were made possible by a joint use agreement between the City of Sunnyvale and the Cupertino Union School Dis- trict. The effort involved combining the open space of Ortega and Stockelmeier schools with the west- edyedge of Ortega Park to provide enough contigu- ous space to meet the growing demand for youth and adult sport use. SUNNWALE, CA Client: City of Sunnyvale Robert Walker, Parks Superintendent 408.730.7596 John Christian, Director of Parks & Recreation 408.730.7596 • SUNNWALE JR HIGH SCHOOL SUNNYVALE,CA Beals Landscape Architecture, Inc. (BLAi) was selected to provide all services includ- ingmaster plan design through construc- tiondocuments for renovation of the ath- letic fields and upgrading of perimeter ar- eas at this junior high school On the ex- teriorportion of the site along Mango Av- enue and Remington Drive, BLAi up- graded the planting to beautify the public portion of the site and to create a more pleasing aesthetic image for the school. In addition, BLAi reorganized the existing athletic facilities (a baseball field, soccer fields and football fields) to bring them up to respective league stan- dards. BLAi then added a regulation womens' soft- ball field and a resiroom and concession stand. Renovation of the existing field space included re- grading for positive drainage, upgrade of the irriga- tion system for efficiency, and redesign of perim- eterplantings for shade. The master plan approval process involved community and task force workshops, and presentations to city staff, Sunny- vale Unified School District, and the Parks and Recreation Commission. The master plan was divided into two phases to accommodate community needs (keepinghalf of the site useable while the other half was under construction) and to meet the fiscal needs of the city. Client: City of Sunnyvale Robert Walker Manny Kadkhodayan Parks Superintendent Project Engineer 408.730.7569 408.730.7454 Cost: Preliminary Estimate = $460,000 Phase I - $300,000 Phase II - $404,500 • r~ r. a t_ s r. :a ~ ~ s c a y r.. .~ R c tt t T r--. c 'r t• a }~:. t~ c. C["CY OE LOS ALTOS RECREACION DEPARTNIEN'I' ~)7 Hillvicw Avenue Las Altus. Califurnia 9~10?3 Tel: (41 Sy y~41-Oy50 Fax: (->•IS) 9-~1-=t166 August 1, 1997 To Whom It May Concern, On behalf of the City of Los Altos, I would like to take this opportunity to recommend to your agency the services of Beals Landscape Architecture. In the spring and early summer of this year, Jay Beals and his firm assisted the City of Los Altos through a process of developing a master plan for a neighborhood park, known as the 401 Rosita site. Working with a community based task force, Mr. Beals guided both staff and the task force through the process of identifying community recreation needs and then determining appropriate uses for the subject land. As the process unfolded, Mr. Beals was able to guide the task force and the organization in considering the possibilities for a joint use • agreement with the school district, thereby making the most of this available park land. Through our association with Mr. Beals, we have found him to be personable, professional and a gifted facilitator. Jay's leadership proved essential in assisting the task force in setting their goals, staying on track, and keeping the discussions about this project -and its possibilities -focused and productive. As we considered more possibilities for the site, Jay and his staff were supportive and responsive, and despite the late changes, met the project deadline and presented to the Parks and Recreation Commission and the City Council a final product of superior quality. Mr. Beals is assisted by a talented and dedicated staff, all of whom were integral to the success of our project. Throughout the course of our three month process, we found the entire firm to be helpful, organized and professional. Without reservation, I can strongly recommend the services of Beals Landscape Architecture. If you have any questions, or if I can provide any specific information regarding our project or master plan process, please contact me at (650) 941-0950, extension 306. incerely, Robert J. Rayl, r. Recreation Director /,. Gilroy Unified School District ~, m y rn~ roWn ul Gd.or S,nt~ iMl Arroyo Circle • Gilroy, California 95020 • Telephone: (408) 847-2700 . Fax: (408) 842-1158 Kenneth A. Noonan, Superintendent April 15, 1996 Robert Connelly Director, Community Services Department City of Gilroy 7351 Rosanna Street Gilroy, California 95020-6197 Dear Bob: I am writing this letter to express my thanks to you and your staff for the manner in which the Calle Del Rey Neighborhood Park Master Plan Task Force was organized and completed its tasks. As a member of the group I appreciated working with the committee and, in particular, ,Tay Beals, the landscape architect. In terms of the plan adogted by the Master Plan Task Force, which will be presented to the Parks commission, Gilroy City Council, and Gilroy Tied School District Board of Education, it is exciting to see the ds of features being planned for this neighborhood park. As to the ay area designated for children of ages 6-9, the decision made by the Master Plan Task Force to locate this area adjacent to the property line of Luigi Aprea Fundamental School was an excellent one. This will allow joint planning time during the student day that students at the school will be able to schedule the use of this facility. I estimate two hours a day. This approach seems to me to be totally logical and is good financial planning on behalf of both the City of Gilroy and the Gilroy Unified School District rather than creating a children's play area (ages 6-9) on each of the two properties. I look forward to our working together in the future in order to provide the community members in the area of the park and the school with a model school/city complex that best meets their needs. Si cere , Rich Imle~-. Principal Luigi Aprea Fundamental School cc: Ken Noonan Terry Wenig Board of Education Jahn H Arvrtu M A Bowe Mary Ann l3ruegmann E Gene Gewrn Krm Merrell Arc hard Rodriguez Gary V Sanchez v~ F 5 U iy ~~FORI~~ J~~ J w+ (408) 730-7516 August 8, 1994 To Those Interested in Beals Landscape Architecture Services: The City of Sunnyvale through its Department of Parks and Recreation, has engaged the services of Beals Landscape Architecture, Inc. on a number of occasions. Specifically, those most recent projects include: (1) Stevens Creek Trail Feasibility Study; (2) Moffett Park Jogging Trail Feasibility Study; and (3) Master Planning and Development at five open space sites. Master Planning sites were combined park/school projects at: Cupertino Junior High School; Ortega/Stocklmeier School; West Valley Elementary School; Nimitz Elementary School; and DeAnza Park. Additionally, Beals Landscape Architecture was engaged by both the City of Sunnyvale and Sunnyvale School District to amend the Open Space Master Plan to accommodate mutual City/School District objectives in upgrading an elementary school to a middle school status. Without reservation, Beals Landscape Architecture has performed in a professional, competent and customer service oriented manner. The majority of City contacts and relationship have been directly with the president at Beals Landscape Architecture, Mr. Jay Beals. Jay has demonstrated a solid understanding and grasp of all projects listed above. Most importantly, ~e has a unique ability to work with awide-range of interest groups and staff. The City of Sunnyvale takes tremendous pride in Its community Involvement and public participation processes. Jay Beals has been a key part of those planning components and has contributed to the overall success in actual development of six open space developments as mentioned above. Most recently, Jay Beals has been involved with a regional trail study on behalf of the City of Sunnyvale along the Stevens Creek corridor. This issue is indeed quite sensitive to many people and merits a high degree of diplomacy and skills in working through the wide array of trail issues. Jay has demonstrated a high degree of diplomacy and professionalism during this study. Readers of this letter may certainly request of me as to specific examples of Mr. Jay Beals past involvement with the Sunnyvale Parks and Recreation Department. Very truly yours, ~ ~~ J n W. Christian, Director -Parks and Recreation C/bid ADDRESS ALL MAtL TO: P.O. BOX 3707 SUNNWALE, CALIFORNIA 94088-3707 For deaf access, call TDD~rTY (408) 730-750 ~ ~ , ~ ~.~ , . ,~~` ,~. ,~,,, rnnnrn o ~i0 o,Pg 10 ~ ~% ~ MA~ T E August 17, 1993 PARKS AND RECREATION DEPARTMENT C~~tr~ ~~f (~Crr~~rr 7351 Rosanna Street GILROY, CALIFORNIA 95020-6141 TO WHOM IT MAY CONCERN: Telephone (408) 848-0460 Fax (408) 842-2409 ROBERT J. CONNELLY Director As Director of Parks and Recreation with the City of Gilroy, I would like to wholeheartedly recommend that Beals Landscape Architecture be strongly considered for architectural services which you will need in the future. Currently, Beals Landscape Architecture is working with the City of Gilroy in the design of the 160 acre Uvas Creek Park Preserve which is located essentially in the heart of Gilroy. In addition, they have recently completed the master plan process for the adjoining Ranch Site (30 acres) which is also the site of the annual Gilroy Garlic Festival. These two projects are undoubtedly the two most significant park improvements that Gilroy has developed in the past and/or will in the future. The strength of Beals Landscape Architecture is design related. Of greater importance, however, is the process which they utilize in designing the final product. As you are well aware, working with a public entity has its • own unique set of circumstances; i.e., time delays, jurisdiction considerations, etc. Beals' staff not only sees beyond these potential obstructions, but works exceedingly well to insure that the process is carried our effectively and in a timely manner. Secondly, in a project such as yours, I am certain that community, county, or district jurisdiction considerations come into play. Beals' technical and master planning and/or community information techniques are essentially second to none. In our two major projects, a task force comprised of community leaders and representatives was initiated, and the results of their recommendations, based on the guidance and direction of Beals, were exemplary. In addition, a subsidiary technical committee consisting of Santa Clara Valley Water District, Army Corps of Engineers, Dept. of Fish and Game, Fire, Police, County Parks & Recreation, etc., was formed to discuss the more technical aspects of both projects. Their recommendations were extremely valuable in directing the focus of the community task force. Beals Landscape Architecture was instrumental in bringing together all interested parties in an effective way, which made the project a successful one. Thirdly, when Beals Landscape Architecture set a time schedule, they always met their deadlines, even if extra hours were needed in which to follow through on their commitments. Public works projects have been very effectively and efficiently completed by Beals Landscape Architecture. They have a staff which is not only efficient, but highly effective in meeting your needs. They are a friendly, but no-nonsense organization which, as director of this department, I would reccmmended be considered for other agencies. Again, working with allied agencies is probably one of their strongest assets and most certainly of utmost importance to you. Page 2 Zn any of our future park developments you can rest assured that Beals will be given the utmost consideration when we need a landscape architect. Please feel free to call me at any time. I would be happy to provide you with further information if you so desire. Sincerely, obert J. onnelly Director RJC/tk • ~J r~ L CJ • 10)00 furre Avenue Cup~•rrin~~. CA 9501a-5155 feleph~~ne.. ~a08) 252-x505 FAX. ia081 251-075.3 PARKS AND RECREATION DEPARTMENT September 21, 1992 COMMENT OF RECOMMENDATION To whom it may concern: P O. Bor 580 Cupertino. C,A 95015-0580 Recently the City of Cupertino and Cupertino Union School District completed a master plan to renovate and improve nine different school and park sites. The landscape architect firm of Beals Landscape Architecture Inc. was hired to orchestrate this major effort and I would like to offer my observations regarding Mr. Beals ability to comprehend and complete such an endeavor. The fundamental challenge of this project was of course coordinating the goals and objectives of two public agencies, as well as five different subcommittees assigned to this process. I believe Mr. Beals showed consistent skill in working in a multi agency setting, and I was particularly impressed with his ability to keep lines of communication clear, concise and continuous between the various jurisdictions. For this project, the office of Beals Landscape Architecture Inc. was particularly efficient in providing summary notes for every meeting (and at times there were as many as four meetings per week) which identified the points discussed and the decisions made. These notes were distributed to the appropriate bodies and corrections were made, if necessary, based on input from all those involved. A second strength in this area was Mr. Beals ability to keep the goals and objectives of the project, including the individual programs for each of the nine sites, foremost in the minds of all of t}lose involved. .~ secor-d major portion of this master plan process was directing the public input process. Each of the nine sites I~ad between two and three public neighborhood input sessions, five to six committee evaluatio-is and seven presentations before the Parks and Recreation Commission, Cupertino Union School Board and Cupertino City Council. Again, this is an area in which I feel lVir. Beals excels. He is very sensitive to the importance of listening during the public input sessions, and he demonstrated repeatedly a real patience and concern for the co-r3mcnts made by members of the public. I also think he has an exceptional ability t~ answer questions in a public forum before elected officials. He has a thorough understanding of design principles, but he does not attempt to dominate opinions, nor debate p~rccived needs. Throughout the planning effort, which took over eight months, [continually rt~ceived positive feedback about Nir. Beals performance in the public approval process. Clt'1~ Of ~Nj~Ct`filNv Which leads me to the third major challenge in this effort, and that was to complete the master plans for nine different sites within an eight month period. Quite frankly, when this project began I didn't think for a moment that we would come close to completing this effort based upon our original time frame. But I was very pleased at how h1r. Beals was able to keep all facets of this program on schedule, and I think that one reason for this was his use of the critical path calendar. He and his staff developed a very extensive and precise strategy for how we could deal with nine different sites simultaneously. Ithink the fact that we were able to adhere to our schedule is directly attributable to Mr. Beals organizational and planning skills. In conclusion, I would not hesitate for a moment to recommend the office of Beals Landscape Architecture Inc. to any agency involved in a master plan process. All of the parties involved in our process would welcome an opportunity to work ~,vith 1V1r. Beals at any time in the future. r If you would like more information, please call me at (408) 252-450. Sincerely, ---- -. Stephen G. Dowling Director of Parks and Recreation SGD:ImI • Beals Landscape Architecture, Inc. is pleased to announce a new opportunity to benefit our youth. _~~ ~r :gin `~ The Youth Benefactor Program ne of the most important tasks we as a society are charged with is the protection and guidance of our youth. Regretrab~y, for various reasons, this is hard to keep in mind as we go through the rigors of everyday living. This grant is in recogni- tion of the importance of our youth, and a way to remember and repay the opportunities that each of us at Beals Landscape Architecture {nc. were given, through the youth programs of our childhood. h 1 ~ .. ~ L .~ ~ D ~ ( ~ P t ~ N C H 1 I t ~ ( 7. N E I ` C' • YOUTH BENEFACTOR PROGRAM BEALS LANDSCAPE ARCHITECTURE, INC. PURPOSE e purpose of the Youth Benefactor Program is to promote the development of facili- ties which will provide a positive, structured environment for youth. The intent is to provide strong role models, team and leadership concepts, interaction with peers, and a sense of place within the community. It is our firm's belief that provision of these types of facilities will provide alternatives to the negative influences on our youth, and lead to stronger, focused, future leaders. PROGRAM OVERVIEW s part of the goals and objectives that support the firm's mission statement, Beals Landscape Architecture, Inc. has pledged that up to $50,000.00 annually shall be specifically targeted to support this program. The majority of these funds will be pro- vided in the form if "in-lieu" design services, with a smaller portion in the form of cash contribu- tions. Beals Landscape Architecture, Inc. has become a leader in recreational and youth sports planning, and has decided that this program is the most appropriate vehicle to support positive development of our youth. FIRM'S MISSION STATEMENT eals Landscape Architecture, Inc. is dedicated to the practice of public landscape architecture that fosters the goal of community benefit. The firm strives to meet this goal through the design of interactive public spaces, cooperative community design processes, client partnership, education, and the practice of environmental stewardship. H I, 4 L S L A ti D S C A P E A K C H I T E C "I C` K L 1 N C PROGRAM SPECIFICS 1. Who can apply? Any not for profit organization, agency, or special district that can demon- strate adirect benefit to youth, through provision of a program or facility. Special consideration may be given to those that assist inner-city or disadvantaged youth. 2. What type of services are available? Since Beals Landscape Architecture, Inc. is a design firm, the most appropriate services we can provide are design related. The following is an abbreviated and simplified list of those services the firm offers which may assist your organiza- tion. Facilitation of workshops: Getting a group of people who have a common focus and vision to agree on a design or concept can sometimes be difficult. When ideas, focus, and vision are disparate, it can seem impossible. A major part of the firm's work in the public sector is facilitation of workshops. We offer expertise in developing and achieving common objec- tives through consensus building, clarity in design, focus, and vision. Consultation: Beals Landscape Architecture, Inc. can review a proposed facility or program and provide professional opinions that relate to feasibility, design, cost, constructability, and other pertinent elements. Feasibility Studies: Through study of a specific project or program, the firm can determine the feasibility of continuing forward with the project. The course of study could include verification of the program, survey of the land base to execute the program, needs determi- . nation, community surveys, appropriateness of design, schedule, costs, and many other factors which determine the efforts that need to be invested. Program Development: Sometimes the idea is great and the project is feasible, but develop- ment of a design program is required to achieve the finished project. Beals Landscape Architecture, Inc. can provide an inventory of the existing situations or conditions, and combine that with an analysis of the perceived needs. The resulting synthesis is the base for a program that quantifies the actual needs and relationships of use with the area re- quired to begin the process of design. Assistance in the Project Approval Process: Occasionally, a good project has been devel- oped that requires some type of agency or public approval to move forward. For those not familiar with the approval process, this can prove daunting. Since the majority of our firm's work is in the public arena, we can provide assistance in negotiating a clearer path, provide graphics, or other professional services to help the project through the process. Assistance in Project Fund-raising: There are many opportunities for funding that often go untapped. Beals Landscape Architecture, Inc. may be able to provide direction to locate funding sources and options or assist in the preparation of written of graphic materials to apply for funding. • Y Master planning: Often the first step towards project realization is coordinating the program elements into a viable Master Plan. This document can act as a map to achieve long term goats. It physically locates program elements on an existing or proposed site to enable determination of the design components, costs, trades and other information. It can also provide insight into potential phasing and act as a fund raising tool. Construction Plans and Specifications: In order to construct a project, detailed plans and specifications are provided to contractors for project bidding. They also act as the guideline through construction for the owner to ensure that the project meets the in- tended design criteria. Services can include a full set of plans and specifications, a single plan, or any combination. Cost Analysis: Sometimes the question of "what will it cost?" is a stumbling block to a project's success. Beals Landscape Architecture, Inc. can provide budget estimates for the early stage of project development (feasibility), or detailed project costs based on completed plans and specifications. Constructability Reviews: Occasionally the firm is asked to provide opinions on the constructability of aproject. These reviews can include anything from verifying that the most appropriate materials are being used, to detailed value engineering studies to bring projects within budget. • Construction Administration: Beals Landscape Architecture, Inc. can provide administra- tion services for projects under construction that include: processing of submittals, payment reviews, on-site reviews, observation, and "punch lists" of work that may be unsatisfactory or incomplete. Sometimes a third party can help reduce conflict during the important project stage. 3. What type of projects will be considered? Any project that has a direct benefit to youth, and meets the objectives of the prdgram's purpose will be considered. Some examples of current and past projects include: Plans for improvement to existing youth sports facilities (i.e. baseball, softball, soccer, etc.). Assistance in the formulation of Capitol Im- provement Project budgets for addition of youth sports facilities. • Phasing analysis for youth oriented facili- ties such as parks, playgrounds, and athletic facilities. .mom=' 4 t • REFERENCES Bob Riuo City of Cupertino 10300 Torre Avenue Cupertino, CA 95014 408.777.3350 Robert Ray{ City of Los Altos 97 Hillview Avenue Los Attos, CA 94022 650.941.0950 Steve Dowing City of Cupertino 10300 Torre Avenue Cupertino, CA 95014 408.252.4505 Robert Connelly City of Gilroy 7351 Rosanna Gilroy, CA 95020 408.848.0460 Lary Wolfe City of Santa Clara 1500 WarUurton Santa Clara, CA 9505 408.984.3221 Robert Walker City of Sunnyvale PO Box 3707 Sunnyvale, CA 94088 408.730.7501 F 0 Karen McNamara 8 Jeff Eorio City of San Ramon 2222 Camino Ramon San Ramon, CA 94583 510.866.1436 ,r u H E A L S L A ti D S C A P E A R C H ] T E C T L' k fS. f N C. BEALS April 6, 1998 LANDSCAPE ARCHITECTURE INS Irene M. Jacobs Administrative Analyst II City of Saratoga 13777 Fruitvale Avenue Saratoga, CA 95070 Subject: Consultation with the City of Saratoga Dear Irene: It was a pleasure to meet with you on Friday afternoon to review the possible approach to our consultation services. This letter shall confirm out conversation and the beginning of that process. The City of Saratoga has selected Jay Beals and Beals Landscape Architecture to lead the effort in achieving satisfactory joint-use agreements and contracts relating to park and school program usage. The purpose is to bring together the City of Saratoga, the Saratoga School District and the various user groups to develop joint use agreements and contracts relating roles, responsibilities, and obligations of each party. This need has been brought about for various reasons summed up as follows: 1. There is limited amount of available open space for use by community and athletic groups. 2. There is a limited amount of funding and manpower to maintain the sites currently open and used by these groups. 3. The combination of an increase in users, and a reduction in available funding to cities. This is due to federal cutbacks and money forwarded from the federal government to municipalities for maintenance and has resulted in the inability of the majority of cities to properly maintain existing facilities. 4. The majority of open space within the City of Saratoga that is currently developed belongs the School District and therefore is used by the District during school hours. This land is and should be available to the remainder of the community during evenings and weekends as well as summer time pursuant to the Civic Center activities. 5. The City may have funding available to put into capital improvements to achieve the end result of reducing maintenance costs and obligations. However, these maintenance obligations must be agreed upon and finalized prior to said improvements being implemented. 6. The City of Saratoga has seen a reduction in funding and staff position in recent times including the recent vacancy of the Director of Parks and Recreation. That has not, and probably will not, be filled by the City in the foreseeable future. Those duties have been shared amongst the remainder of the people in the organization. The above-stated reasons are not intended to constitute all of the items that are influencing the need for the City to achieve the above stated agreements, however they are the primary ones. Because there are existing agreements and contracts and long-standing perceived obligations on all parties, the City of Saratoga has taken it upon themselves to retain a consultant to assist them in the process of formalizing new agreements that look forward to recreation and joint-use in a new millennium. Prior to entering a contract with Beals Landscape Architecture, both the City and Beals Landscape Architecture feel that it would be appropriate to have apre-planning meeting with the appropriate city representatives to discuss the process and desired outcome. Prior to that pre- planning meeting, Beals Landscape Architecture will require various information to get up to J:IMARKETINGUA 941M94-14 CITY OF SARATOGA1M94.14.2 PARK DEVELOPMENT PROJECTSILR IJACOBS 4-6-96.DOC 1 TWO NORTH MARKET FIFTH FLOOR SAN JOSE, CA 95113 PHONE 408-287-4202 FAX 408-287-0165 LIC, NO 1534 speed on the current status. The following items were requested from you and the City at our meeti ng to enable that to occur. • 1. Copies of current user group contracts, permits and joint-use agreements. 2. A city plan that identifies the various sites in question. 3. Site plans of those sites whether they be school or city owned. 4. A history of user fees for the past ten years to understand the mind set of the user groups and city. 5. Both historical and statistical data on the department over the last 5 to 10 years relating to its organization and the organizational changes brought about by recent influences. 6. Maintenance data relating to whom within the city and/or School District, is currently maintaining each of the project sites. Along with that is the need to understand the budget for materials and equipment as well as current staffing and work force allotted to each site. 7. Money available from the city for construction, renovation and capital improvements. 8. Any long-term renovation funding that has been ear-marked for deferred periodic maintenance. This could also be tasks that have been deferred and that may be possible apply capital improvement funding to those items if properly packaged. 9. The structure of decision makers within the City and the School District including titles, roles and responsibilities relating to this subject, as well and any positioning or agendas to which these people may be attached. 10. Any time line or milestone charts that the city is trying or would like to achieve regarding this process. It is important when submitting this to Beals that the city differentiate between critical path milestones and desired objective milestones. 11. Any desired cost recovery goals relating to the use of public orquasi-public space, user programs or maintenance costs. 12. The desired end product requested by the City. It is important to understand at the outset whether this is a series of meetings and agreements or a formalized report. It is also important to understand if there will be any assistance offered to Beals regarding • preparation of these items such as maintenance personnel, attorneys, staff liaisons, etc. Irene, it was my understanding that Beals Landscape Architecture proceed with the work required for this pre-planning meeting on a time and materials basis against a future contrail agreement that would result of the pre-planning meeting. Further, it was my understanding that the City agrees to pay for costs encumbered throughout this initial process. In order to begin the process we will need apre-planning meeting. At our discussion we determined that Thursday, April 23 or Friday, April 24any time between 8 am and 5 pm would be good days and opening on my calendar. I suggest that we will need a minimum of 2 hours for this meeting. We will need the information outl'I~ed above to review prior to the meeting. I have held those two days open at >his point in timebut will probably be able to do so for only a few days. Please get back to either myself or Trina, ny assistant, as soon as possible, with the day and time of this proposed meeting so that re can begin the project. 1 enpyed meetinrwith you and the Parks and Recreation Commission. I look forward to the appoo~y to prairie a service to the aty of Saratoga that will bring together a vision looking ~~tipthe ye relating to recxeatiorral resources and opportunities. To that end I have ~~ ~ cale Ito attend the Commission meeting on Monday the 13th of April striilly as a R is that I will not participate in that discussion but rather be present to ~~e drsprssi firxtlrer my abiities to move forward at the project pre-planning meeting. R William J. Beals, III • • California License No. 1534 J:IMARKETINGUA 94Ud94-14 GTY OF SARATOGAWI94.14.2 PARK DEVELOPMENT PROJEGTSILR IJACOBS 4-6.98.DOC 2 B E A L S L A N D 5 C A P E A R C H I T E C' T 0 R E. 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