Scope_of_Work_Checklist.pdf
PDF 97 KB Posted
- Solicitation number
- 2026-RFP-00015
- Issued by
- Los Angeles County, San Francisco City, California
About this file
This Scope of Work Checklist is an attachment to a Request for Proposals issued by the City of Santa Monica for as-needed professional consulting services across three distinct scopes of work: Strategic Planning, Urban Design & Architectural Services; Real Estate Advisory and Financial Analysis Services; and Economic Development Services. Under Scope 1, the City seeks consultants experienced in land use planning, urban design analysis, architectural design and visualization, city planning initiatives, California Environmental Quality Act (CEQA) environmental analysis, transportation and circulation planning, sustainability strategies, and community engagement processes to support economic revitalization and public space activation. Scope 2 encompasses real estate advisory services including highest and best use analysis, appraisal services, financial modeling, affordable housing finance, public-private partnership structuring, and negotiation support, as well as public land strategy services covering asset evaluation, property disposition, acquisition analysis, and Surplus Lands Act assessment. Scope 3 addresses economic development strategy services including industry cluster analysis, downtown revitalization strategies, commercial leasing strategies, market data analysis, demographic forecasting, and key performance indicator monitoring. The RFP was released on March 24, 2026, with a questions deadline of April 2, 2026, and a proposal submission deadline of April 15, 2026 at 3:00 p.m. The contract will be awarded for an initial three-year term with two optional one-year renewal periods at the City's discretion, with no minimum hours guaranteed and payment only for hours actually delivered.
Qualified consultants must demonstrate a minimum of 15 years of experience with prior municipal or public entity work preferred, designate a Lead Principal/Project Director for each scope, maintain California Secretary of State registration in good standing, and provide documentation of at least three comparable assignments completed within the past ten years for a public agency or governmental entity. Proposals are limited to five double-sided pages and must include a cover letter, scope of work checklist, project team composition, up to three relevant projects per scope, three references per scope, and fully burdened hourly rates for all anticipated job classifications. Evaluation will be weighted at 80 points for qualifications and experience, 15 points for cost, and 5 points for methodology. Consultants must comply with the Living Wage Ordinance if the contract exceeds $54,200, maintain City of Santa Monica business licenses if physically located in or conducting business within the city, and procure comprehensive insurance coverage including Commercial General Liability ($1,000,000 per occurrence), Automobile Liability ($1,000,000 per accident), Workers' Compensation with statutory limits and Employers' Liability ($1,000,000 per accident), and Professional Liability ($1,000,000 per occurrence/$2,000,000 annual aggregate). The City must be named as an additional insured on applicable policies, and contractors must comply with all applicable state and federal laws, City ordinances, and prevailing wage requirements for applicable public works projects.
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Other files
| File | Type | Posted |
|---|---|---|
| As-needed_Real_Estate_&_Design_Consulting_Services_(Addendum_#2_Revision).pdf | ||
| As-needed_Real_Estate_&_Design_Consulting_Services.pdf | ||
| Scope_of_Work_Checklist_Modified.pdf | ||
| Scope_of_Work_Checklist.pdf | ||
| PSA_Template.docx | DOCX document | |
| PSA Insurance Template PL.docx | DOCX document | |
| CSA_Template.docx | DOCX document | |
| CSA_Insurance_Template.pdf | ||
| ScopeChecklist_POSTED.pdf | ||
| Software_as_a_Service_Template_(11-25).docx | DOCX document | |
| Software_Maintenance_Agreement_Template.docx | DOCX document | |
| PSA Insurance Template no PL.docx | DOCX document | |
| Prevailing_Wage_Job_Acknowledgement_-_April_2024.pdf | ||
| Re__AB_339_Compliance_Check__RFP_As-needed_Real_Estate_&_Design_Consulting_Services.pdf | ||
| Proposer_Checklist.pdf |
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ATTACHMENT D - SCOPE OF WORK CHECKLIST
The tasks listed under each scope represent the types of tasks most likely to be requested, but other tasks may be requested, as needed.
Scope 1: Strategic Planning, Urban Design & Architectural Services
The City is seeking consultants with extensive experience providing planning, design, evaluation, and operation of public spaces, recreational centers, sustainability, and other activations to support economic revitalization strategies citywide. Services requested may include but are not limited to the following (Check the specific services and tasks that apply to your area of expertise):
Ο Land use planning Ο Urban design analysis and frameworks Ο Architectural design, review, and visualization support including diagrams, illustrative plans, 3D renderings, phasing graphics, etc.
Ο Assistance with city planning initiatives and special studies Ο Environmental analysis for the California Environmental Quality Act (CEQA) Ο Transportation and circulation planning Ο Sustainability and resiliency strategies Ο Community engagement and stakeholder processes
Scope 2: Real Estate Advisory and Financial Analysis Services
The City is seeking consultants with extensive experience providing land disposition, real estate negotiation and development, affordable housing, residential, commercial, hotel, coastal development, financial evaluation and negotiation support services to work under the direction of City staff. Services and tasks may include but are not limited to the following (Check the specific services and tasks that apply to your area of expertise):
• Real Estate Advisory Ο Highest and Best Use Analysis Ο Appraisal Services Ο Tenant Audits Ο Financial modeling and pro-forma analysis Ο Fiscal and economic impact analysis Ο Infrastructure and capital financing analysis Ο Public finance and feasibility analysis Ο Market analysis including opportunities, constraints, and trade-offs Ο Affordable housing finance Ο Other alternative financing options, including philanthropic donation process Ο Public private- partnership (P3) structuring Ο Negotiation support for development proposes Ο Real estate valuation, absorption, and feasibility metrics Ο Technical review of development proposals Ο Real estate broker, disposition, and negotiation services
• Public Land Strategy Ο Public asset evaluation and redevelopment advisory Ο Property disposition and acquisition analysis Ο Support for development negotiations and deal structuring Ο Real estate valuation, absorption, and feasibility metrics Ο Appraisal services Ο Surplus Lands Act assessment
Scope 3: Economic Development Services The City is seeking consultants with extensive experience providing economic development strategies and market analysis to work under the direction of City staff. Services and tasks may include but are not limited to the following (Check the specific services and tasks that apply to your area of expertise):
• Economic Development Strategy Ο Industry cluster and economic base analysis Ο Downtown revitalization and commercial vacancy strategies Ο Commercial Leasing strategies Ο Strategic initiatives for long-term economic growth Ο Data-driven planning for investment and job creation
• Market & Demographic Insights Ο Market data and economic trend analysis Ο Assessment of the business, investment, and market perception impacts of homelessness, including analysis of stakeholder sentiment and implications for economic vitality and development activity
Ο Demographic forecasting and growth indicators Ο Development feasibility and economic performance metrics/ key performance indicators (KPI) Ο KPI monitoring and reports, such as foot traffic, crime, employment, and other relevant metrics and compare trends with peer municipalities to help inform strategies and policy considerations related to economic and fiscal vitality.
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