Scope_of_Work_Checklist_Modified.pdf

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Attached to
As-needed Real Estate & Design Consulting Services
Solicitation number
2026-RFP-00015
Issued by
Los Angeles County, San Francisco City, California

About this file

This is a Scope of Work Checklist for an as-needed professional consulting services contract issued by the City of Santa Monica, California. The City is soliciting proposals from qualified consultants to provide services across three distinct scopes of work: Strategic Planning, Urban Design & Architectural Services; Real Estate Advisory and Financial Analysis Services; and Economic Development Services. Prospective firms may propose for one, two, or all three scopes. Under Scope 1, the City seeks consultants experienced in land use planning, urban design analysis, architectural design and visualization, city planning initiatives, CEQA environmental analysis, transportation and circulation planning, sustainability strategies, and community engagement processes to support economic revitalization. Scope 2 encompasses real estate advisory services including highest and best use analysis, appraisal services, financial modeling, market analysis, affordable housing finance, public-private partnership structuring, and real estate negotiation support, as well as public land strategy services such as asset evaluation, property disposition analysis, and Surplus Lands Act assessment. Scope 3 addresses economic development strategy services including industry cluster analysis, downtown revitalization strategies, market and demographic analysis, and key performance indicator monitoring to inform economic and fiscal vitality strategies.

The checklist document does not specify response dates, due dates, site visits, bidders' meetings, award dates, contract terms, renewal options, pricing structures, set-asides, incumbent information, or funding sources. The RFP structure allows qualified persons or firms flexibility in selecting which scope or scopes align with their expertise and service offerings. Additional details regarding timeline, budget, and contract administration would be contained in separate RFP documentation.

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ATTACHMENT D - SCOPE OF WORK CHECKLIST

The projects listed under each scope represent the types of projects most likely to be requested, but other projects 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 projects 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 projects may include but are not limited to the following (Check the specific services and projects 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 projects may include but are not limited to the following (Check the specific services and projects 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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