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Agenda 06/09/2009 Item #16G 3 Agenda Item No. 16G3 June 9, 2009 Page 1 of 11 EXECUTIVE SUMMARY Recommend approval of the award of RFP #09-5184 and Professional Services Agreement between Collier County Community Redevelopment Agency and Pizzuti Solutions, LLC for Phase I planning/professional pre-development services for a mixed use development on CRA-owned land in an estimated annual amount of $527,252, and approve all necessary budget amendments. (Fiscal Impact: $527,252). OBJECTIVE: To award RFP #09-5184 and a Professional Services Agreement to Pizzuti Solutions LLC for the purpose of providing the Bayshore Gateway Triangle CRA with Phase I planning/professional pre-development services for a mixed use development on CRA-owned land in accordance with the Bayshore Mixed Use Development (BMUD) overlay. CONSIDERA TIONS: The Bayshore Gateway Triangle CRA was created to remove slum and blight from within the CRA boundaries. As contemplated by Part III, Chapter 163 Florida Statutes, a Community Redevelopment Plan was adopted by the Board of County Commissioners (BCC) on June 13,2000, and it cited locations throughout the CRA as potential catalyst project sites. In 2006, the CRA purchased approximately 17 acres in the Bayshore Drive area and added an additional 0.63 acres in 2008 to become a mixed use catalyst project. RFP #09-5184 for Master Developer services was posted on January 8, 2009. Two hundred fifty- six notices of the RFP were sent out and one proposal was received by the due date of February 26, 2009. The selection committee chose Pizzuti Solutions LLC, by consensus, to perform Phase I planning/professional services as the catalyst site's Master Developer. As a condition of the Agreement, at the conclusion of Phase I, if the CRA and Pizzuti Solutions LLC determine that it makes economical and commercial sense to move to Phase II Development (permitting, leasing, financing, construction and property management), 50% of the fees paid for Phase I will be reimbursed to the CRA after the Phase II Development Agreement is fully executed. FISCAL IMPACT: This Professional Services Agreement totals $527,252. In order to open a purchase order for this contract, a budget amendment in the amount of $100,000 will be necessary which moves available budget from the capital appropriation unit to the operating appropriation unit. Because this contract will span multiple fiscal years, CRA approval of this contract will enable the unspent contract value from FY 2009 to roll into FY 2010. GROWTH MANAGEMENT IMPACT: None. LEGAL CONSIDERATIONS: This item is not quasi-judicial, ex parte communication is not required, requires majority vote, and is legally sufficient for Board action. - CMG RECOMMENDATION: That the Board approve the award of RFP #09-5184 to Pizzuti Solutions LLC, authorize the CRA Chairman to sign the standard form contract, after approval by County Attorney, and approve all necessary budget amendments. ,..-........ Prepared by: David Jackson, Executive Director, Bayshore Gateway Triangle CRA Page ] of 2 Agenda Item No. 16G3 June 9, 2009 Page 2 of 11 COLLIER COUNTY BOARD OF COUNTY COMMISSIONERS Item Number: Item Summary: 16G3 Recommend approval of the award of RFP #09-5184 and Professional Services Agreement between Collier County Community Redevelopment Agency and Pizzuti Solutions, LLC for Phase I planning/professional pre-development services for a mixed use development on CRA-owned land in an estimated annual amount of $527,252, Meeting Date: 6/9/2009 9:00:00 AM Prepared By David Jackson Executive Director Date Community Redevelopment Agency Bayshore-Gateway Redevelopment 5f21/2009 12:03:42 PM Approved By David Jackson Executive Director Date Community Redevelopment Agency Bayshore-Gateway Redevelopment 5/21/20094:10 PM Approved By Ly n Wood Purchasing Agent Date Administrative Services Purchasing 5/22/2009 2:01 PM Approved By Steve Carnell Purchasing/General Svcs Director Date Administrative Services Purchasing 5/25/20099:45 AM Approved By Colleen Greene Assistant County Attorner Date County Attorney County Attorney Office 5f27f2009 12:02 PM Approved By Jeff Klatzkow County Attorney Date County Attorney County Attorney Office 5/27/2009 1 :24 PM Approved By OMB Coordinator OMB Coordinator Date County Manager's Office Office of Management & Budget 5/28/2009 9:00 AM Approved By Mark Isackson Budget Analyst Date County Manager's Office Office of Management & Budget 5/30/2009 2:42 PM Approved By Leo E. Ochs, Jr. Deputy County Manager Date file://C:\AgendaTest\Export\] 31-June%209,%202009\] 6.%20CONSENT%20AGENDA\16G... 6/3/2009 Page 2 of 2 Agenda Item No. 16G3 June 9. 2009 Page 3 of 11 Board of County Commissioners County Manager's Office 5/31/2009 11 :36 AM file://C:\AgendaTest\Export\ 131-June%209,%202009\ 16.%20CONSENT%20AGENDA \ 16G... 6/3/2009 Agenda Item No. 16G3 June 9, 2009 Page 4 of 11 Schedule A Scope of Services Phase 1- Planning/Professional Services Through a public solicitation process, the CRA sought a master developer to partner with to plan for and develop property acquired by the CRA for a cultural arts mixed use project. It is the intent of the CRA to prepare the property for development consistent with the goals of the CRA and the Cultural Arts District through a Phase I planning effort and to ultimately sell the property fee simple to a Master Developer (Phase 2 of the project). During Phase I, Pizzuti will lead the development team through a planning and entitlement process on the CRA's property. During this phase of the project Pizzuti will serve as the CRA's prime consultant managing the development team through the necessary planning to create a market supportable development plan and the necessary entitlements to support the Plan. These services will include performing the necessary site due diligence and initial civil and engineering work to prepare the site for development. An updated mixed use market study will be performed and stakeholder input will be solicited and considered in the development of a conceptual master plan and financial feasibility model that will become the basis of the implementation plan and proceeding to Phase 2. The Development Team includes the following members along with their primary role on the Team: Pizzuti Solutions, LLC. Pizzuti will manage the entire Phase I process and serve as the point of contact for the CRA. Pizzuti will also provide pricing estimates and develop the financial model and project proforma and in partnership with the CRA prepare the implementation plan necessary to proceed to Phase 2. Pizzuti will also lead a mixed use market study for the overall Bayshore Gateway Triangle Community Redevelopment Agency Cultural Arts property. Bellomo-Herbert. Bellomo Herbert will lead the planning efforts and the development of the Concept Master Plan. Bellomo Herbert will also assist in developing the architectural guidelines for the project. Project for Public Spaces(pPS). PPS will facilitate the initial stakeholder meetings and provide project goals for the development of the Concept Master Plan. PPS will consult on the Plan from the stakeholder meetings through completion of the design. Banks Engineering. Banks will perform the necessary site due diligence and perform the necessary civil services to prepare the site plan for the project. Banks will also manage the environmental consultant. Dexter Bender. Dexter Bender will serve as the environmental consultant and assist with site Agenda Item No. 16G3 June 9, 2009 Page 5 of 11 evaluations and the related entitlement process to insure the project is permitable. TG2. T02 will be the lead cultural arts consultant and in collaboration with AMS will conduct a cultural and performing arts programming study including an estimated operating cost and suggested governing process. Phase 1 Scope of Work: Pizzuti shall provide and manage the following professional services which shall constitute the general scope of the Services under the terms and provisions of the Professional Services Agreement. In Phase 1 the scope of work is divided into three broad tasks. Task 1. Existing Conditions Analysis. Task 2. Conceptual Master Plan and Initial Entitlements. Task 3. Draft Development Agreement and Financial Model Each of the steps are described below. Task 1. Existing Conditions Analysis. Tasks include: 1. Kickoff meeting with the CRA to confIrm project goals, key benchmarks, and Phase 1 schedule 2. Review of existing site documentation 3. Review current land development codes and confIrm public approval process 4. Review permitting requirements (local and State) 5. Initial interviews & meetings with other identifIed stakeholders 6. Initiate required site civil work including as appropriate including surveys, topo, initial geotechnical evaluations, wetland determinations, and bathymetric including follow up meetings with the appropriate permitting agencies. 7. Evaluate other parcels adjacent to the site for future acquisition 8. Public workshop to identify important goals and objectives of local residents & businesses, review site analysis, discuss potential plan elements and alternatives 9. T02 and AMS to meet with local community arts leaders to collect information for the cultural and performing arts programming study. 10. Information gathering to begin preliminary market report. Deli verables: - 2 - Agenda Item No. 16G3 June 9, 2009 Page 6 of 11 1. Initial Schedule of Key Benchmarks, Responsibilities, and Project Status Report 2. Completion of the Initial Due Diligence Report (format included as an addendum to Schedule A) 3. Report on results of first public workshop 4. Preliminary Market Report presented to CRA for discussion 5. Report on initial findings of discussions with local arts leaders Task 2. Conceptual Master Plan and Initial Entitlements. Tasks include: 1. Finalize Market Study for mixed use cultural arts development 2. Develop public space concept following first public workshop 3. Engineering preparation of master concept plan for rezoning. Additional engineering work in this phase includes traffic impact statement, protected species survey and any additional geotechnical and environmental assessments that may be required as a result of Phase 1. 4. Team members will present these preliminary concepts and drawings to Collier County for evaluation and alternatives discussion. 5. Schedule and conduct second public workshop presenting draft concept plan and design considerations 6. Development of preliminary master plan & preliminary design criteria package following input from CRA, first public workshop, and initial fmdings in Task 1. 7. Preliminary infrastructure design. 8. Update on cultural and performing arts study including programming, estimate of operating costs and recommended governance process. Deliverables: 1. Completion of the Market Analysis Section of Due Diligence Report (format included as an addendum to Exhibit A (Final Market Report) - final presentation to CRA 2. Completion of second public workshop and report of findings 3. Development of Concept Master Plan 4. Rezoning application processed for Property to accommodate mixed use project 5. Completion of Initial Site and Infrastructure Plan 6. Completion of cultural and performing arts fmancial operating pro-forma and recommendations regarding governance and management structures Task 3. Implementation Plan and Financial Model Tasks include: 1. Completion of project pricing and preliminary engineering cost estimates 2. Development of Financial Plan and proposed schedule of improvements 3. Review recommendations on cultural arts study - 3 - Agenda Item No. 16G3 June 9. 2009 Page 7 of 11 4. Completion of architectural concept renderings & preliminary design guidelines 5. Modification, refmement & evaluation of fmal concept plan 6. Presentation of final concept plan to CRA/Collier County 7. Develop Implementation Plan Deliverables: 1. Completion of fmal Due Diligence Report 2. Completion of Project Pricing 3. Final report on Cultural Arts Programming Study 4. Completion of Financial Plan, Proforma, and Project Schedule 5. Presentation of Final Master Plan to CRA/Collier County 6. Completion of Implementation Plan Phase 2- Development (permitting, leasing, financing, construction, and property management) At the conclusion of the first phase the Conceptual Master Plan will have been approved and fmancial model will have finalized providing for the opportunity for the development to proceed to Phase 2. Phase 2 is the final design, permitting, construction, leasing, and management of the site and will be initiated upon the execution of the development agreement by both parties. - 4 - Agenda Item No. 16G3 June 9, 2009 Page 8 of 11 Initial Due Diligence Checklist Task 1. Existin2 Conditions Analvsis Property Ownership Information Title Public EasementslRights of Way Private Easements Adjacent Parcels Site Civil Evaluation Topography Trees Wetlands Environmentally sensitive Protected species Environmental Assessments Preliminary Geotechnical Report Infrastructure (Providers, Capacities, and Costs) Water Wastewater Stormwater (including regional/mitigation plan) Soil/subsurface Roads (transportation and traffic control) Electrical Other Utilities (Natural Gas/Cable TV/Telephone/Etc.) Government Process Zoning and Land U se- Existing and Proposed Development Approval Process Public Hearing Process Public Improvements and Infrastructure Impact Fees and Permit Costs (Local/State) Sign Permit requirements Mixed Use Market Study Information gathering Review existing data Collection of new data Report on initial fmdings - 5 - Agenda Item No. 16G3 June 9, 2009 Page 9 of 11 Additional Due Diligence Task 2. Concept Master Plan Market Analysis - Final Report to CRA Demographics (existing) Market Study Total demand and supply Absorption Price point and pricing analysis Arts Study Cultural and performing arts study including report on current arts stakeholder interviews, current needs and possible partnerships and programming as well as estimated operating costs and suggested governance processes moving forward. Task 3. Draft Development A2:reement Private and Public Capital Existing TIF funding structure Other public sources Potential Cultural Partner Funding Private Sources Project Financing Plan - 6 - (") (j) ...- <.90"'- COO..... ...-NO ,'....-... crio ~~ C::::l0l (1)' CO ~ 0.. ctl -0 c:: (1) OJ W <: Cf) <C ::J: Q. I ..... c Q) E Q) Q) '- en <C '- Q) Q. 0 - Q) > Q) c '- Q) Q. ..... t/) C'iS C'iS -,~ :E :E Q) I ~ t/) Cf) c 0 ;; ~ - 0 Cf) ;; ~ N N .- Q. ..... (.) Q) '0' '- Q. ..... t/) ~ S C'iS U . <C 0::: U co "0 ,... a; OJ <(