HomeMy WebLinkAbout20170215_BVAC_Agenda Packet � Fo�� CITY OF NEWPORT BEACH
° BALBOA VILLAGE ADVISORY COMMITTEE AGENDA
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> � Marina Park, Bay Island Room (2nd Floor)
. 1600 West Balboa Boulevard
Wednesday, February 15, 2017, 4:00 p.m. to 5:30 p.m.
Committee Members:
Diane Dixon, Council Member (Chair)
Brad Avery, Council Member
Gloria Oakes, Balboa Peninsula Point Association
Marcel Ford, Balboa Village Merchants Association
Grace Dove, Central Newport Beach Community Association
Mike Wheeler, OceanQuest Representative
Jim Stratton, At-Large Representative
Staff Members:
Kimberly Brandt, Community Development Director
Brenda Wisneski, Deputy Community Development Director
Tony Brine, City Traffic Engineer
Benjamin Zdeba, Associate Planner
I. CALL MEETING TO ORDER
II. PUBLIC COMMENT ON NON-AGENDIZED ITEMS (comments limited to 3 minutes)
III. ITEMS FOR REVIEW
1. MINUTES OF OCTOBER 19, 2016 (ATTACHMENT 1)
Recommended Action: Approve October 19, 2016 Minutes
2. SHUTTLE BRANDING PROGRAM
a. Approved Shuttle Concept (Attachment 2)
b. Branding Program (Attachment 3)
c. Feedback and Conversation for Developing the Brand
i. Review Google Survey Results
ii. Interactive Exercise
Recommended Action: Participate in exercise facilitated by consultant
3. 2017 PRIORITIES (ATTACHMENT 4)
Recommended Action: Receive and file
4. BALBOA PARKING BENEFIT FUNDS (ATTACHMENT 5)
Recommended Action: Information Only. No action required
IV. PUBLIC COMMENT
V. ADJOURNMENT (Meeting End Time: 5:30 p.m.)
Next Meeting Date: March 15, 2017, 4:00 p.m. in the Bay Island Room at Marina Park
Please refer to the City Website, http://www.newportbeachca.gov/index.aspx?page=2196, for additional
information regarding the Balboa Village Advisory Committee.
AN AGENDA FOR THIS MEETING HAS BEEN POSTED AT LEAST 72 HOURS IN ADVANCE OF THE MEETING AND THE PUBLIC IS ALLOWED TO
COMMENT ON AGENDA ITEMS.
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BVAC - 02/15/2017
ATTACHMENT 1
CITY OF NEWPORT BEACH
BALBOA VILLAGE ADVISORY COMMITTEE MINUTES
Location: Marina Park, Little Balboa Island Room
1600 West Balboa Boulevard, Newport Beach
Wednesday, October 19, 2106 —4:00 p.m.
I. CALL MEETING TO ORDER
Mayor Dixon called the meeting to order at 4:07 p.m.
The following persons were in attendance:
Balboa Village Advisory Committee Members:
Diane Dixon, Mayor(Chair)
Tony Petros, Council Member—Absent
Gloria Oakes, Balboa Peninsula Point Association
Marcel Ford, Balboa Village Merchants Association —Arrived 4:53 p.m.
Grace Dove, Central Newport Beach Community Association —Arrived 4:07 p.m.
Mike Wheeler, ExplorOcean Representative —Absent
Jim Stratton, At-Large Representative
Staff Members:
Kimberly Brandt, Community Development Director
Brenda Wisneski, Deputy Community Development Director
Tony Brine, City Traffic Engineer
Benjamin Zdeba, Associate Planner
II. PUBLIC COMMENT ON NON-AGENDIZED ITEMS (Comments limited to 3 minutes)
Interested parties were invited to address the Committee on Non-Agendized Items.
A member of the public noted the possibility of the State passing legislation to legalize medical marijuana
and asked if the City has taken any steps to establish regulations. Deputy Director Wisneski advised that
marijuana dispensaries are prohibited in the City, and she did not believe a new law would change that.
W. R. Dildine asked staff to comment regarding the outdoor dining pilot program and inquired about
property lines. Associate Planner Zdeba reported the pilot program had been in effect since December
2015. Mint Leaf Thai and The Trough Sandwich Kitchen recently obtained outdoor dining permits. The
pilot program is set to expire at the end of 2016. Mint Leaf Thai's outdoor dining area is located on
private property. The Trough's outdoor dining area is located on the sidewalk, for which it has a permit
with the Public Works Department. Mr. Dildine advised a large box had blocked the sidewalk at Mint Leaf
Thai. Deputy Director Wisneski noted staff would contact the restaurant to ensure there are no
obstructions to the sidewalk.
Jim Mosher suggested future agendas be more explicit regarding the business of the meeting.
Mr. Dildine stated the sidewalks on both sides of Balboa Boulevard from Main Street to A Street are filthy.
3
Balboa Village Advisory Committee
October 19, 2016 Draft Minutes
Page 2
111. ITEMS FOR REVIEW
1. MINUTES OF MARCH 9, 2016 (ATTACHMENT)
Recommended Action: Approve March 9, 2016 Minutes
MOTION: A motion was made by Committee Member Stratton, seconded by Committee Member Oakes,
to approve the minutes from the March 9, 2016 meeting.
Committee Member Stratton inquired about transferring employee parking permits to other employees
and the Committee's sunset date. Committee Member Dove indicated an employer could transfer a
permit up to three times in a year. Deputy Director Wisneski stated the Committee's expiration was
extended, possibly to 2018.
Committee Member Stratton expressed concern about Balboa Village receiving its fair share of parking
funds. He suggested a person or persons be appointed to oversee funds and disbursement of funds.
Deputy Director Wisneski stated the funds are collected into the Balboa Village Improvement Fund. Staff
could provide an accounting of parking revenues and allocations. Committee Member Stratton assumed
that Balboa Village funds would not be used to fund the entire shuttle program and expressed the
concern that the funds were benefitting the entire Peninsula rather than being reinvested into Balboa
Village.
The motion carried 4-0 by the following vote:
AYES: Dixon, Oakes, Dove, Stratton
NOES: None
ABSENT: Petros, Ford, Wheeler
ABSTAIN: None
2. GENERAL UPDATES (ATTACHMENT 2)
a. Facade Improvement Program —See Summary and Photos
Associate Planner Zdeba noted page 15 provides a list of fagade improvement projects in process and
complete. Potential tenants for the Village expressed interest in the program. Staff reviews concepts for
facades. After the grant agreement is issued, the tenant files an application for permits. Building permit
fees have been waived.
Mayor Dixon opened public comment.
A member of the public asked if the pharmacy would be allowed to remove the historical awning. Mr.
Zdeba replied no. The member of the public asked if plans include restoring it with lights. Mr. Zdeba
noted he had not seen recent plans for the facade, but the owner had talked about restoring it. The City
told the property owner he had to keep it as part of the project.
Another member of the public inquired about the status of Balboa Bikes. Deputy Director Wisneski
indicated the building is closed and the agreement had been canceled. The owner had not returned
funds, but the City is attempting to collect them. Mayor Dixon stated the City should take steps to recover
those funds.
Mayor Dixon closed public comment.
b. Gateway Sign
Eric Loke reported the site for the gateway sign had been prepared. The steel structure was approved,
but staff needs to work with the contractor regarding corrosion protection. The plans for the foundation
have to be modified, because an AT&T duct bank was found under the location of the foundation. The
sign is being fabricated, but is not yet complete.
Balboa Village Advisory Committee
October 19, 2016 Draft Minutes
Page 3
Mayor Dixon requested Public Works staff provide an estimated completion time. Mr. Loke noted he had
hoped to install the sign in mid-November. He wanted to resolve the foundation issue by the end of the
week with hopes of pouring the foundation the following week.
Deputy Director Wisneski inquired whether electrical work would be complete in November. Mr. Loke
stated the electrical work depended on installation of the sign and would require five days to complete.
Mayor Dixon opened public comment.
Janis Dinwiddie mentioned an event scheduled for November 5 and the Christmas tree lighting scheduled
for December 3. Mayor Dixon wanted the sign completed a week prior to December 3. Mr. Loke reported
installation would require street closure, so installation would occur at night.
Mayor Dixon closed public comment.
C. Shuttle Grant Program —OCTA Funds Awarded
i. Marketing Program —More to come at November 16 meeting
Deputy Director Wisneski advised that OCTA has granted funding for the Shuttle Program. The City's
portion of funding is 10 percent. Staff is working with Hoag Hospital to secure an offsite parking lease for
the lower lot. The target date for operations is June 2017. Staff is developing a comprehensive
marketing plan to generate excitement and awareness of the shuttle program. The Committee's input for
marketing would be appreciated. It was noted Hoag Hospital has a good inventory of parking on
weekends. The shuttle would likely travel down Balboa Boulevard and loop up Newport Boulevard.
Committee Member Dove noted congested traffic intersections in the area. Deputy Director Wisneski
reported Dan Boyle would assist with implementation of the program. The shuttle operator also would be
aware of this type of issue.
Mayor Dixon suggested an item for marketing be included for the January meeting. Committee Member
Stratton requested a map of proposed route and stops be provided at the January meeting. Deputy
Director Wisneski indicated she would ask Public Works staff to present updated information.
Committee Member Stratton suggested McFadden Square and Lido Village should be apprised of the
shuttle route and stops.
Mayor Dixon stated she would provide information at a Town Hall meeting.
Deputy Director Wisneski shared information regarding the Dana Point shuttle program.
Mayor Dixon opened public comment.
A member of the public asked if the shuttle would operate during the week. Deputy Director Wisneski
advised it would operate only on summer weekends. Mayor Dixon clarified that it is a pilot program.
Deputy Director Wisneski added that shuttles could also be used for special events.
Max Johnson inquired whether shuttles would be similar to those in Huntington Beach. Deputy Director
Wisneski hoped shuttles would be similar to an open-air trolley. Shuttles would be easily identifiable with
Newport Beach.
d. Parking Permits
Caryl Bryant reported permits had not been selling well. She was building a new website for parking
permits where they could be purchased online. Next staff planned email marketing to residents about
5
Balboa Village Advisory Committee
October 19, 2016 Draft Minutes
Page 4
two-hour free parking in Balboa Village. Hopefully the new website could be launched in two to three
weeks.
Mayor Dixon inquired about ways for merchants to encourage customers and employees to obtain
permits. Janis Dinwiddie suggested using an email list of the Merchants Association and regularly
placing an item on agendas for Merchants Association meetings. Ms. Bryant suggested creating a poster
for display in store windows.
Ms. Bryant noted that employees tend to purchase seasonal permits, because many people only work
during the summer in Balboa Village. Residents really only need a permit during the season when
parking is scarce. The two-hour free parking permit is intended to bring business to Balboa Village during
the off season. Currently residents have to come to City Hall to purchase a permit.
Committee Member Dove felt the City needs a program to generate awareness. Ms. Bryant offered to
send an email blast once the website is operational.
Mayor Dixon inquired whether the Merchants Association could sell permits on behalf of the City. Ms.
Bryant advised that she could work on that if anyone is willing to sell permits for the City.
Max Johnson suggested placing a QR code in any advertisement for parking permits. A QR code could
direct an individual to the website to purchase a parking permit.
In response to a member of the public's questions, Deputy Director Wisneski replied that residents across
the City could purchase a parking permit for Balboa Village. During the off season, employees with
permits can park in the Balboa Pier lot. In the peak season, the designated area is along the median of
Balboa Boulevard. Employees are permitted to park on public streets in residential areas.
Mayor Dixon announced the next Town Hall meeting is scheduled for the Monday following Thanksgiving,
November 28.
Jim Mosher did not see the logic of limiting the Balboa Village parking permit to residents. He could not
imagine many nonresidents being interested in a permit. If the program was available to everybody
irrespective of residence, it could be more palatable to the Coastal Commission. Deputy Director
Wisneski explained that the program is intended to encourage residents to visit Balboa Village regularly
during the off season. She questioned the need for a permit if it is offered to everyone. Mr. Mosher felt
nonresidents might buy the permit and not use it regularly. Deputy Director Wisneski added that the
parking permit program was a response to residents' complaints about parking meters. Ms. Bryant added
that annual "Blue Pole" and Master permits are available to residents and nonresidents.
Howard Hall felt designated employee parking on the median impacted residents' ability to park in Balboa
Village. Deputy Director Wisneski explained that the program is intended to remove employee parking
from prime spots during the summer months. If staff finds employee parking is causing a problem in
residential areas, then they will reassess it.
Committee Member Stratton inquired about the rationale for setting the season as May 1 to
September 30. The peak season on the Peninsula typically is May 31 to August 31, Memorial Day to
Labor Day. Changing the dates would reduce the impact to resident parking. Deputy Director Wisneski
could not provide a rationale.
e. More Parking Management Methods
Caryl Bryant reported the proprietor of the Catalina Flyer agreed to place on his website a link to the
City's website so that people could purchase parking. Parkmobile will build the link. Because only 20
percent of Catalina Flyer tickets are purchased online, the City will not see an impact right away. Once
the Catalina Flyer website is redesigned, it is hoped more people will buy tickets directly on the website
and see the City's link to parking.
Balboa Village Advisory Committee
October 19, 2016 Draft Minutes
Page 5
Mayor Dixon suggested placing a banner regarding parking on the current Catalina Flyer website. Ms.
Bryant advised that Catalina Flyer staff directs people to park in the Balboa Municipal Pier lot. She was
working to correct GPS directions to parking as the directions given by many software applications are
incorrect. Wayfinding signs are needed to direct people to the correct lot. Deputy Director Wisneski
added that Public Works' work program includes wayfinding signage for Balboa Village.
Mayor Dixon opened public comment.
In response to a member of the public's question, Deputy Director Wisneski stated the design phase for
wayfinding signage would occur in 2017.
Another member of the public suggested placing signs a couple blocks before the lot and in conspicuous
locations.
f. Residential Permit Parking Program (RP3)
Deputy Director Wisneski reported the Coastal Commission determined the City's application was
complete with a caveat that they were ready to deny it. Jim Stratton, Jim Campbell and she talked to the
Coastal Commission about the overall concept of the program. Submitting the whole parking package is
probably the best approach to obtaining approval of the program. The Coastal Commission wants to see
how the City is managing parking in general. Staff would repackage the application to include the entire
Parking Benefit Management Program and submit it probably in December.
Mayor Dixon commented that the Coastal Commission was infamous for denying applications.
Mayor Dixon opened public comment.
Jim Mosher had communicated with the Coastal Commission who informed him that the application had
been withdrawn. The Coastal Commission felt there was a Peninsula-wide parking issue for which it
wanted a Peninsula-wide solution or management plan. He shared the comments he had submitted to
the Coastal Commission.
Mayor Dixon closed public comment.
IV. PUBLIC COMMENT
Mayor Dixon announced the Balboa Village Theater has been sold. The developer has a reputation of
retaining iconic, culturally significant features of a building.
Janis Dinwiddie inquired about shuttle hours and whether overnight parking would be allowed. Deputy
Director Wisneski indicated shuttle hours of 7:00 a.m. to 9:00 p.m. on Saturday and Sunday. Overnight
parking would be allowed only for Saturday night.
Max Johnson stated he looks forward to another decade of revitalization in the Village. The location of
the Balboa Village Theater was one of the hearts of the City.
Mayor Dixon noted other capital investments that are revitalizing the area.
Committee Member Ford shared information regarding a new tiki boat shuttle, which is in the works.
Howard Hall questioned whether Mike Wheeler of Ocean Quest would be a member of the Balboa Village
Advisory Committee. Mayor Dixon indicated he would be a member. He could not be present at the
meeting.
Committee Member Ford introduced himself. He welcomed the opportunity to participate.
Balboa Village Advisory Committee
October 19, 2016 Draft Minutes
Page 6
Deputy Director Wisneski remarked that she had discussed future BVAC meetings with the Mayor. The
next meeting would be in January. They would assess the frequency of meetings subsequent to January.
She would send an email in a month to provide an update on projects.
Committee Member Stratton stated someone strung lights across Main Street and the Boardwalk, and
they were beautiful. Deputy Director Wisneski reported an item would be presented to the Council to
allow that to happen.
V. ADJOURNMENT (Meeting End Time: 5:20 p.m.)
The meeting ended at 5:20 p.m.
Next meeting Date: January 18, 2017, at 4:00 p.m. — Location: Bay Island Room, Marina Park.
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BVAC - 02/15/2017
ATTACHMENT 2
BALBOA PENINSULA SHUTTLE PROGRAM CONCEPT
January 14, 2016
The following presents a potential shuttle concept which is based on the information presented in the Balboa
Peninsula Feasibility Study, cost estimates and input from the Balboa Village Advisory Committee.
Route Concept: Offer transit service from parking lot(s) located off the peninsula to key destinations on the
peninsula.
Goal(s): Provide residents and visitors an alternative model of travel to conveniently accessing various
peninsula destinations.
Off-site Lot: City owned lot at Superior and Coast Highway offers 53 parking spaces. Awaiting response from
Hoag Hospital regarding leasing spaces in the lower level parking lot.
Schedule of Service: Ten summer weekends, as well as Independence Day. 7:30 a.m. to service Catalina
Flyer travelers. Regular service 10 a.m. to 9:30 p.m.
Number of Shuttles: 4 to 5 Headways/Wait Times: 15 minutes Fare: None
Designated Stops: Utilize OCTA stops.
Southbound Stops Northbound Stops
Hoag Lower Lot Oceanfront—Palm
Hospital & Hoag EB Balboa & Coronado
Newport& Short Balboa &8th
Newport&28th Balboa & 12th
Newport&23`d Balboa & 16th
Balboa & 19th Balboa & 20th
Balboa & 15th Newport& 23rd
Balboa & 11th Newport& 28th
Balboa & 8th Newport& Finley
Balboa & Coronado Hospital & Hoag WB
Oceanfront— Palm Hoag Lower Lot
Notes: Stops in italics are new stops.
Operator: City to contract with shuttle operator to conduct service and provide vehicles.
Shuttle Type/Specifications: Open air trolley, similar to those used in Laguna Beach. Program in Dana
Point required vans, instead of trolleys, be used in first year to demonstrate success before the investment was
made by the operator for new trolleys. The vans were wrapped and the program has exceeded expectations.
Trolleys in Dana Point will be in operation in 2016. Will seek deployment of trolleys, but may be required to
use the approach taken in Dana Point. Trolleys to include bike racks, options for beach gear and baggage (for
Catalina Flyer passengers), technology for locating vehicles and/or use of smart phone app, electric powered
Marketing: An extensive marketing campaign to be implemented with the support of Visit Newport.
Costs: Potential for additional costs for leasing parking spaces from Hoag Hospital.
Cost Element Total OCTA City Share Notes
Share
ANNUAL COSTS
$9 per/boarding or 90% of
Operating Costs(1) $90,930 $81,837 $9,093 operating costs OCTA,
whichever is less
Marketing Costs First Year $27,500 $25,000 $2,500 Maximum available,
assumes 10% local match
Marketing Costs $11,000 $10,000 $1,000 Maximum available,
Subsequent Years assumes 10% local match
Annual Costs First Year $118,430 $106,837 $11,593
Annual Costs Subsequent $101,930 $91,837 $10,093
Years
ONE-TIME COSTS AL
Capital Costs $51,000 $45,900 $5,100 90% OCTA
Planning Costs $55,000 $50,000 $5,000 Maximum available,
assumes 10% local match
Total One-Time Costs $106,000 $95,900 $10,100
TOTAL COSTS
Total Costs First Year $224,430 $202,737 $21,693
Total Cost Subsequent $101,930 $91,837 $10,093
Years
(1) The OCTA contribution for O&M will not exceed $9 per boarding, therefore actual match provided by the
local agency may be greater than 10 percent depending on ridership.
Funding: OCTA Project V applications due February 29, 2016. Grants awarded June 2016. Kick off May
2107. Seven year program.
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BVAC - 02/15/2017
"I si,`.3 Pl ATTACHMENT 3
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PENINSUL
=r,SHUTTLE
VISION &
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BRANDING
TO: Balboa Village Advisory Committee 1aWE WILL SEE YOU
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FROM: RSM Design and the City of Newport Beach FEBRUARY• •
The,City of Newport Beach and RSM Design are' kicking off the 12
design' fort for the summel\shuttle on the Newport Peninsula. �'
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including e logo and wa�f,in�ing signs. TH
We are enco aging community participation in a series of elements, Pq
outlined,below, eginning with a Google survey to be sent out on
January 30. The esign process will be informed by building on the a"
work done to date in the Feasibility Study and nal Report prepaed
15
'I for the shuttle prog m. It culminates in final speci i a ded BVAC MEETING to
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to implement the gra hies and signage program. ' • • ' 5:30PM
BAY ISLANWe look forward to me ting the committee engaging community • • •
members,„face-to-face a then putting pen to paper. MARINA PARK
. • • W. BALBOA BLVD
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WHO IS RSM DESIGN?
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RSM Design is a passionate team of creat) vers, and com �O�ty collaborators wh are ocused on how-
we can use graphics and signage to create a better expe or you and your fellow community members.
We have studio locations in San Clemente, Dallas and Boulder. Our experience” esu�^ff* the City of Dana
Point Trolley and Wayfinding. _-
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WHAT TO EXPECT
The process kicks:off right away and will continue over the next few months for this summer's shuttle. 4
E_IRIL SURVEY COMMUNITY IOUT DESIGN CONCEPTS.,-- LUIDEL NES
JAN 30 B 15 MARCH 1. SPRING 2017
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VISION &
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'EBRUARY.15', DICUSSION TOPICS. - -.
1. Introductions r tt it `•-
a. Goals for the discussion
b. Scope of work, review of shuttle"route, and messaging needs
c. sign constraints: OCTA strips, shuttle design, etc...
2. Summary Google Survey Results. What we're heard so far.
3. Precedent I �gery and Inspiration. Learning from best practices.
4. Interactive fee ler ck and conversations
a. Newport Peninsula and the City of Newport Brand _
b. Messaging hierarchy
c. Name and Logotype
esign aesthetics and BVAC-prefere'r)Yes
5. Summar of decisions " °
6. Review of xt steps , '�; ra ,,
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SUZANNE D ► CHRISTY WILL
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PRINCIPAL FACILITATOR SR. ASSOCIATE DESIGNER
FOR MORE INFORMATION ABOUT RSM DESIGN, PLEASE SEE THE FOLLOWING RESOURCES:
RSM Design Website O RSM Design Instagram
r.smdesign.com u instagram.com/rsmdesign .,
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SIGNAGE & GRAPHICS SCOPE
Project Branding:
• Balboa Peninsula Shuttle Vision Workshop with BVAC
• Balboa Peninsula Shuttle naming options
• Balboa Peninsula Shuttle logo design - type and brand mark
• Balboa Peninsula Shuttle Banding Kit - Marketing and Outreach Materials
o Promotional Email Template
o Promotional Coming Soon Flyer Template
o Website Splash Page
Shuttle Design and Signage:
• Branded Shuttle Graphics
• Shuttle Stop Signage - Pole Mounted (adaptable to existing stop poles)
• Shuttle Stop Signage at 3 new locations (prototypical - messaging by other)
o Hoag Lower Lot
o Newport & 23`a
o Newport & 28th
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SCOPE & SERVICES NOT INCLUDED
RSM Design services, unless specified under Signage & Graphics Scope, do not include:
• Logo and name trademark searches; Logo standards manual
• Directory maps, tenant listings
• Vehicular directional locations, programming, and messages
• RSM Design will not be responsible for the management of the signage fabricator or the fabrication
schedule and deliverables, which includes the scheduling of submittals, shop drawing coordination
and installation dates. (However, if RSM Design is authorized to provide Fabrication Observation
services, we will include the review of shop drawings, fabrication materials and mock ups as
indicated in the fabrication observation phase description)
• Sign engineering, structural requirements, backing, foundations, venting, electrical, lighting, and
waterproofing requirements, engineering, and specifications; Development of shop drawings for
fabrication and construction; General outline specifications in formats, or arrangements, other then
the 11" x 17" format provided
• Final programming and message schedule for signs (client review and sign off necessary)
• Design, programming, and locations of site and parking regulatory signs (stop, yield, mph, handicap,
ped crossing, etc.)
• 3D renderings of signs to be placed in overall project renderings (3D drawings if generated by RSM
will be used for design purposes only, not for final renderings; "Highly Rendered / Presentation
Quality" renderings of signs and the integration of these into presentation architectural or site
renderings provided by others are not included)
• Electronic files in formats other than Adobe Illustrator CC and Adobe PDF
• Final mural, advertising, or large scale graphics design and detailing (beyond concepts); Specialty
environmental graphics development beyond concepts
10
WORK PHASES / DELIVERABLES
The signage scope outlined above will involve the following design phases and deliverables.
PHASE I: PROJECT VISION AND BRANDING
Design Workshop& Project Visioning Preparation
Data Collection, Analysis and Research
RSM Design will research the project context and community to understand the specific nature and unique
characteristics of the project and its location. This may include investigations into items such as area
demographic and target audience, site context style and character, and local sign restrictions and
requirements, to name a few. In addition to this research, the team at RSM Design will:
• Collect all relevant site information and drawings from the project team or client including:
- Regional or local sign codes (requested from and provided by client)
- Calls and outreach to selected City Staff
- Written outline of project approach and objectives
- Selected trolley style including technical specifications and drawings
- Conduct emailed Google poll to selected group (list and email distributed by city staff)
• Obtain and review with the client the project budget,construction phases,and time schedules
• Review preliminary end existing brand updates and/or objectives with the project team and
client to establish signage and graphics design directions and ensure compatibility with
existing crest and vision statement.
Design Workshop & Project Visioning
To kick off the signage and graphics design, a project reconnaissance meeting and design workshop will
be held at the City of Newport Beach or preferred BVAC location. This workshop will enable the team at
RSM Design to present initial vision, thoughts, and conceptual ideas and understand the design direction
developed by team - working in concert with BVAC, and City Staff to ensure the highest level of design
continuity, integration, and quality. The intended goal of the design workshop will be to discuss initial
approaches and visioning, present any initial concept graphics work, and establish the initial concept
graphics direction.
17
Deliverables
• Summary of Google poll translated using info-graphics into a community remarks summary
• Interactive workshop presentation material which may include the following: image boards,
mapping exercise, image and color association activities
• Summary of workshops activity findings into shuttle brand vision and voice document
Project Branding
Project Naming Options
Based on RSM Design's research about the project,we will develop naming options relevant to the Balboa
Village and Peninsula region, target audience, and vision statement. We will then compose a list of up to
ten (10) naming options for the Shuttle program. We will also prepare our list of preferred top three (3)
naming options. Up to one (1) round of revisions is included in the fee.
Logo Design
RSM Design will develop an original and memorable logotype and/or brand mark for the project. The
logo will be an integral part of project vision and will capture the essence of the Peninsula vibe and overall
character, uniquely identifying and branding the project. The final logo will be incorporated into the route
stop signage and the overall branding package. RSM Design will develop up to ten (10) original logo
design directions, with one (1) round of revisions included in this fee. Please note, after the initial
presentation of logos,and the client's selection of a single logo direction to pursue,the further refinement
will be based on this chosen direction. Should the client "change course" in the logo development and
RSM Design is to pursue new logo studies after the initial direction has been established, then additional
fees will apply. These logo options will be reviewed by the client for feedback prior to the final
development and documentation of the logo package.
Deliverables
• Project naming options
• Concept logo development
• Presentation and refinement with targeted selection team
Schedule
RSM Design respectfully requests an estimated 4-6 weeks for the completion of the Phase I, Vision and
Branding package after written authorization to proceed and mobilization is received from the client. RSM
Design shall not be responsible for delays outside of RSM Design's control.
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PHASE II: CONCEPT DESIGN/SCHEMATIC DESIGN
PHASE//PART A: CONCEPT DESIGN
Based on the research and the design workshop and written approval of the Shuttle name and logo mark,
RSM Design will develop concept design directions and initial project design palettes for the specific
elements listed in the above scope of services. Using photographic images, unique references, and hand
or computer generated design sketches,this concept package will communicate the character and feeling
of the graphics and route stop signage. The intent of the presentation is to assist the project team to
understand and approve the scope of services for the route signage and wayfinding for further
development within the subsequent phases of work. During this Phase, RSM Design will work with the
city to advise on the selection of a shuttle type to begin conceptually preparing look and application of
branded shuttle design.
Deliverables
• Conceptual narratives, images, and photographs that capture the essence of the project and
reinforce the project vision - reference and character pages that convey the vision approaches
to the project
• Preliminary location plans based on route stops established
• A maximum of two (2) different concept design directions will be developed with up to one
(1) revision - these will include original design directions for the character and design
approaches to the specific signs outlined in the scope. Major signs will be designed to convey
the design intent of each of the two schemes. Not every sign will be designed at this concept
stage
• Coordination with City Staff on selection of Shuttle provider (type of shuttle to be used)
• Concept deliverables will be compiled into a PDF presentation
Schedule
RSM Design respectfully requests an estimated 4 weeks for the completion of the concept design package
after written notice to proceed and approval of selected logo and name is received. RSM Design shall not
be responsible for delays outside of RSM Design's control.
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PHASE//PART B:SCHEMATIC DESIGN
After the completion of Phase II and the client's written approval of the concept design package, along
with their authorization to proceed, RSM Design will develop a single graphic design scheme based on
the selected concept direction and develop a schematic presentation of the relevant graphic elements
and strategies for their solutions.
The schematic development will include more developed drawings of all of the scope items. During this
phase RSM Design will prepare schematic designs showing the various sign types, shapes, sizes and
recommended materials, colors and finishes for review of design directions. Illustrations and elevations
will be included to convey the schematic development clearly. Using the provided site and architectural
plans, the schematic locations of all major signs will be indicated.
During the schematic design phase, RSM Design will coordinate closely with the project design team and
consultants on specific sign locations, electrical location needs, and signs that require backing. RSM
Design will be responsible for presenting a formal presentation to the client for overall design approval.
Deliverables
• Schematic design computer-generated drawing for each sign type outlined in the scope of
services. These drawings will include sign form, overall dimensions, major material call outs,
typeface recommendations, and color selections. A single direction of each design is
presented, having been selected from the multiple options presented in concepts
• A further refined location plan for coordination with other consultants
• Schematic design deliverables will be compiled into a PDF presentation
Schedule
RSM Design respectfully requests an estimated 4 weeks for the completion of the schematic design
package after written authorization to proceed from concepts is received from the client. RSM Design
shall not be responsible for delays outside of RSM Design's control.
PHASE III: DESIGN DEVELOPMENT/DESIGN INTENT
After the completion of Phase II and the client's written approval of the schematic design package, along
with their authorization to proceed, RSM Design will address any client comments in the design
development / design intent phase. This phase will include close coordination of the proposed signage
2D
with the project consultant team to ensure that items such as lighting, electrical, and backing locations
are met. The drawings will address preliminary design intent and production design and include the
following:
• Revised designs of approved signage direction; begin design intent bid set of drawings for
all sign types showing dimensions, materials, paints, etc.
• Finalized sign locations as coordinated with the project consultant team and approved by
the client
• Sign color, font, and material schedules
• Development of general outline specifications
The information contained in the final design development / design intent package will be suitable for
pricing and bidding by qualified signage fabricators, as well as the creation of shop drawings by the
selected sign fabricator. The final package will show clearly the design aesthetic intent of all signs
(conveying the intended design as seen from the exterior of the signs), but does NOT include full detailing
of internal structure, engineering, foundations details, lighting specifications, venting, backing,
attachments, etc. and is not intended for construction, but contains enough information for a fabricator
to produce shop drawings.
Please note that the design intent drawings in this final package are not for construction and as typical in
the sign industry, the selected sign fabricator acts as the contractor for the signs and is to generate the
final shop drawings for the actual production and fabrication of the signs. The selected sign fabricator is
responsible for coordinating with local codes or requirements, sign engineering, structural requirements
and coordination electrical, backing, venting, waterproofing, and all attachment methods. The drawings
generated by RSM Design will show the visible design intent of each sign but will not address all internal
structure and its coordination, backing and attachment methods, electrical, waterproofing, venting items,
etc. - these will be the responsibility of the selected sign fabricator to work through these details in the
shop drawing and fabrication phase.
21
Deliverables
• Final design development / design intent computer-generated drawings for each sign type
outlined in the scope of services. These drawings will include sign form, dimensions, material
call outs, type layouts, and color call outs; all necessary sign views will be included to convey
the design intent
• Finalized sign location plans as coordinated with the project consultant team and approved
by the client
• General outline specifications
• The final deliverables will be compiled into a PDF presentation
Schedule
RSM Design respectfully requests an estimated 4 to 6 weeks for the completion of the design
development package after written authorization to proceed from schematics is received from the client.
RSM Design shall not be responsible for delays outside of RSM Design's control.
PHASE IV: BIDDING ASSITANCE
Based on the approved design intent package, RSM Design will assist the client in the signage fabrication
bidding process. RSM Design will provide a recommended list of three (3) qualified signage fabricator
prospects to produce shop drawings, fabrication, and installation of the proposed signage and graphics.
As requested by the client, RSM Design will review any submitted qualification materials and interview,
along with the client team, a selected short list of qualified fabricators. During this process, RSM Design
will answer any Bid Questions received in writing in order to clarify any questions about the design intent.
Upon receipt of all written bid packages, RSM Design will prepare a comparative spreadsheet to provide
a comparison of the bids. RSM Design will provide their recommendation based on the fabricator's
qualifications, past fabrication history, and submitted bid package, but the owner or general contractor
will be responsible for the final selection and contracting of a signage contractor. The owner or general
contractor will contract directly with the selected sign fabricator.
Meetings
RSM Design will be available for meetings as needed to assist in the bidding process. Because the number
of meetings cannot be determined at this early stage, each meeting will be billed separately on an hourly
basis as defined in this proposal.
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PHASE V- FABRICATION OBSERVATION
The general contractor or client is responsible for coordinating the signage and graphics project
fabrication and implementation schedule with the selected sign fabricator.
Shop Drawing Review
RSM Design will review and redline all shop fabrication drawings received within ten (10) business days
of receipt. The drawings will be reviewed for compliance with the original design intent, colors, materials,
and general compliance with the general specifications. RSM Design will also review and comment on all
submitted material samples. RSM Design will not be responsible for shop drawings compliance with and
will not review for local codes, structural integrity, nor items such as engineering and design of electrical,
waterproofing, venting, material strengths, etc. associated with the signs. RSM Design's submitted design
intent package is for overall design aesthetics only-the selected signage fabricator ultimately acts as the
contractor for the signs and will be responsible for the sign's engineering, structure, foundations, venting,
waterproofing, electrical, etc. RSM Design's review of the submitted fabrication shop drawings will be for
compliance with the original aesthetic design intent only.
The client team or general contractor will be responsible for final sign off of all shop drawings and
message schedules.
Fabrication and Installation Observation
Along with the client team, RSM Design will participate in shop visits on an as needed basis to review
signage mock-ups and fabrication progress to comment on the fabricator's compliance with the design
documents and general specifications. Similarly, site visits during the installation process will observe and
report on the progress and compliance with the design intent.
When the fabrication and installation is complete RSM Design will prepare a written and photographic
punch-list of all signage and graphics from the scope to ensure compliance with the original design intent
and general specifications.
SIGNAGE & GRAPHICS COORDINATION
RSM Design will make reasonable effort to effectively coordinate the signage and graphics designs and
locations with the project consultant team (architects, landscape architects, interior designers, civil
engineers, lighting designers). RSM Design cannot be held responsible for the review of and approval of
2S
the different consultant's documents for their correct and thorough integration of the signage and
graphics. RSM Design will not assume management responsibilities or be the lead in directing this
coordination of the other disciplines.
SELECTION OF SIGN FABRICATOR
RSM Design will prepare a list of qualified sign fabricators and submit this list to the project team for their
use in the bidding and fabricator selection process. The estimated fees for fabrication and installation
observation in this proposal are based on the assumption that a qualified fabricator with a proven track
record on this type of project will be selected. If an unqualified sign fabricator is selected and proves
problematic to work with or requires extensive coordination efforts, RSM Design reserves the right to
charge additional fees as warranted for more coordination time the fabricator may require.
MEETINGS
A principal's or senior designer's professional time for four (4) meetings with the project team at the
project site or architect's office are included in this proposal. All meeting and travel expenses are billed
separately as a reimbursable expense.
If more than one RSM Design employee attends a meeting, each attendee will count against the total
allocation of meetings included in the contract or charged separately per person per meeting.
All internet-based meetings and conference calls as needed for coordination are included in this
proposal's fee. Additional on-site meetings at the request of the client will be considered an additional
service and billed at the hourly rates listed below.
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BVAC - 02/15/2017
ATTACHMENT 4
Balboa Village Advisory Committee
2017 Priorities
Current Efforts
1. Implement Shuttle Program (Summer 2017)
2. Submit comprehensive parking program to Coastal Commission
3. Implement Fagade Improvement Program
4. Encourage participation in Outdoor Dining Pilot Program
5. Amend Local Coastal Program establishing Parking District and RP3.
6. Implement Wayfinding Sign Program.
7. Evaluate funding options for implementation of streetscape plan.
Ongoing
1. Strategic code enforcement and maintenance efforts.
2. Support new cultural facilities (Balboa Theater).
3. Evaluate changes to determine impact of new investment and reinvestment in Balboa Village.
Completed
1. Constructed gateway sign
2. Adoption of Local Coastal Plan
Parking
1. Established a residential parking permit program (RP3). City approved. Waiting for Coastal
Commission approval.
2. Established a commercial parking benefits district to create permanent, ongoing revenue
source.
3. Removed time limits for all metered spaces; implemented demand based pricing for all public
parking.
4. Established employee parking permit program.
5. Eliminated parking requirements for new commercial development and intensification of use
applications.
6. Eliminated in-lieu parking fee permanently, including current payers.
Economic Development
1. Allocated additional funding to Balboa Village BID.
2. Modified boundaries of Balboa Village BID to delete area from Adams to Coronado Streets.
3. Assumed maintenance of boardwalk area.
4. Developed Commercial Facade Improvement Program.
5. Developed special events initiative in support of BVMA.
6. Updated Balboa Village Design Guidelines.
7. Adopted Outdoor Dining Pilot Program and A-Frame Sign Program.
Streetscape
1. Developed conceptual streetscape.
2. Developed and budgeted for coordinated wayfinding sign program.
3. Identified targeted improvements to bicycle and pedestrian facilities as part of streetscape
plan.
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BVAC - 02/15/2017
ATTACHMENT 5
Budgetary Comparison Income Statement
Balboa Village Managed Parking Fund
For the Year ended December 31, 2016
Revised YTD
Budget Actual
Revenues: $ 371,616 $ 172,798
Expenditures:
Balboa Village Fagade Improvement 157,612 58,860
Balboa Vilage Wayfinding Improvement 370,000 31,825
Balboa Village Streetscape Improvement 90,000 -
Balboa Peninsula Trolley 130,000 -
Steam Cleaning 18,750 -
Total Expenditures 766,362 90,685
Net change in fund balance (394,746) 82,114
Fund balance, beginning 410,164 410,164
Fund balance, ending $ 15,418 $ 492,278
Available Balance $ 15,418 $ 15,418