Scope_of_Work_Checklist_Modified.pdf
PDF 103 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 a component of the City of Santa Monica's Request for Proposals for as-needed professional consulting services organized into three distinct scopes. Scope 1 encompasses strategic planning, urban design, and architectural services, including land use planning, urban design analysis, architectural design and visualization, city planning initiatives, California Environmental Quality Act environmental analysis, transportation and circulation planning, sustainability strategies, and community engagement processes. Scope 2 addresses real estate advisory and financial analysis 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 encompassing asset evaluation, property disposition, and Surplus Lands Act assessment. Scope 3 covers economic development 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 proposal submission deadline of April 15, 2026 at 3:00 p.m. and a questions deadline of April 2, 2026. The contract will be for an initial term of three years with two optional one-year renewal periods at the City's sole discretion, with no minimum hours guaranteed.
Qualified consultants must demonstrate 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, up to three references per scope, and fully burdened hourly rates for all anticipated job classifications. Evaluation will be weighted 80 points for qualifications and experience, 15 points for cost, and 5 points for methodology. Contractors must comply with the Living Wage Ordinance if the contract exceeds $54,200, maintain appropriate City of Santa Monica business licenses, and procure comprehensive insurance coverage including Commercial General Liability of $1,000,000 per occurrence, Automobile Liability of $1,000,000 per accident, Workers' Compensation with statutory limits and Employers' Liability of $1,000,000 per accident, and Professional Liability of $1,000,000 per occurrence with $2,000,000 annual aggregate. The City reserves the right to select multiple qualified vendors and award contracts based on evaluation criteria, with the City paying only for hours of service actually received.
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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 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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