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HomeMy WebLinkAbout18- RFP Submission - Review of NCOD Guidelines and Historic Preservation Program - CTA Architects EngineersRESPONSE TO REQUEST FOR PROPOSALS March 9, 2018 Professional Services to Conduct Comprehensive Review of Neighborhood Conservation Overlay District, Design Guidelines and Historic Preservation Program Bozeman, Montana CTA Headquarters | Billings, MT March 9, 2018 Robin Crough, City Clerk 121 North Rouse Avenue Suite 202 Bozeman, MT 59771 agenda@bozeman.net Dear Robin and members of the selection committee, CTA is pleased to submit this proposal for the Comprehensive Review of Bozeman’s Neighborhood Conservation Overlay District, Design Guidelines and Historic Preservation Program. We have assembled a team with extensive experience in Historic Preservation and city planning. We understand the importance of conserving neighborhood character and rehabilitating historic properties. We have the experience and capability to provide high performance and quality recommendations on time and within budget. We are Historic Preservation Specialists. CTA’s team of historic preservation specialists, along with Historic Preservation Architect Pat Jacobs, offers the depth of knowledge and the level of commitment required to meet the City of Bozeman’s needs. Our team will meet your expectations for excellence, performance, and efficiency in public engagement, program analysis, and implementation strategies. We will be in partnership with you to produce a successful project, not just to provide a prescribed set of services. This means we will be constantly identifying challenges and opportunities, looking for improvements in process and solutions, and always acting with your priorities and interests in mind. We are integrated. CTA’s strategic team is a fully integrated, multi-disciplinary group of professionals who have the capability to fulfill a comprehensive range of architectural services. CTA is the regional leader in long-range and current planning which includes subdivision, zoning, mixed-use community design, market analysis, growth policies and housing studies. By applying our knowledge and experience, we provide clients with successful planning tools through creative implementation of broad planning concepts. We are pleased to partner with Pat Jacobs of ARCHtrio, a contributor to the 2015 Neighborhood Conservation Overlay District Report. Her familiarity with and knowledge of the relevant issues will be a viable launchpad for this project. CTA’s culture of integration allows our historic preservation and planning specialists to work side-by-side, maximizing value for the City of Bozeman. As you review our proposal, you will find a team that exhibits strong experience and passion. We take great pride in having the opportunity to serve our community. We look forward to working with the City of Bozeman again and are excited about the possibility of being involved in the future development of our community. Sincerely, CTA Architects Engineers Scott Wilson Lesley Gilmore CTA President Project Manager Principal-in-Charge CTA Architects Engineers 411 E. Main Street #101 Bozeman, MT 59715 406.922.7114 www.CTAGROUP.com Project Summary 4 Company Description/Capability 5 Project Team 7 References 10 Outline of Services 12 Proposed Schedule 14 Project Schedule 15 Cost and Expense 16 Supplemental Attachment 17 Table of Contents 5CTA ARCHITECTS ENGINEERS4 Project Summary This summary should concisely describe the project, its goals, and the proposed plan of implementation including a detailed schedule for completion. This project entails three primary goals: define and implement an effective Neighborhood Conservation Overlay District (NCOD) or replacement historic districts; develop an agreed-upon level of protection for various levels of neighborhood or building significance; and provide design guidelines and review processes for proposed work within the protected areas. The implementation of the final approach will include a redesign of the city’s historic preservation program. It is conceivable that the modifications will be sweeping, or minimal, or somewhere in between. The primary goal of this project is to ascertain the suitable geographic scope and primary intent of Bozeman’s Neighborhood Conservation Overlay District. From here, planning tools – for efficacy, efficient document and COA processing, appropriate design guidelines, transition zones, etc. – can be determined. The comprehensive review of this nearly thirty-year old planning tool that has been an integral component of Bozeman’s historic preservation program is essential as Bozeman must consider the implications of development pressure. The NCOD operation – effectively the historic preservation program for Bozeman – needs to accommodate smart growth while protecting Bozeman’s historic character. Other community needs – such as affordability, transition zones, and other land uses - will be included in the analysis. An essential component of this plan – and the intent of the NCOD - is to identify Bozeman’s historic character. Which buildings and neighborhoods define Bozeman? What are the best determinants for district boundaries and how is the character defined and presented? Concurrently, the process by which this historic character is protected needs to be clear and simple for both city staff and property owners to use. Thus, interpretation and use of the Design Guidelines and the Certificate of Appropriateness Application (COA) should be analyzed, so that they can better be utilized for the appropriate projects and not cause undue burden on the applicant. How the use of the guidelines and the COA process is balanced with safeguarding Bozeman’s historic resources and heritage will be a critical component of the plan’s discovery. CTA’s team will respond to the above goals with the following approach: - Research of the existing applicable city documents and the NCOD report (December 2015). This will include the relevant sections of the recently revised Uniform Development Code (UDC). - Develop clear graphic representation of the critical aspects of these documents. - Conduct community and stakeholder sessions to gather input about the existing system and the NCOD report recommendations. - Develop clear recommendations understandable from various demographics user types. - Review recommendations in community and stakeholder sessions to get feedback. - Refine the recommendations for draft review by city staff, then city commission. Our proposed time and work schedule is presented in the Proposed Schedule on page 14. Company Description / Capability Brief history of the company that includes the date of establishment and examples of relevant prior RFP/bids and current customers of similar attributes to the City of Bozeman. CTA Architects Engineers (CTA) is a multi-discipline architectural and engineering firm established by Ralph Cushing and Everett Terrell, visionaries with a better plan. They knew the most efficient way to provide professional A/E services was to provide Architecture and Engineering together – today the industry calls this integrated design. Each year CTA completes more than 1,200 projects, translating into $400 million in construction costs. Projects include historic preservation of our national landmarks; planning for municipalities across the Rocky Mountain West; and design of government offices, educational institutions, medical clinics, hospitals, residences, planning, recreational, commercial, retail, and industrial developments. CTA is the regional leader in long-range and current planning which includes subdivision, zoning, mixed-use community design, market analysis, growth policies and housing studies. By applying our knowledge and experience, we provide clients with successful planning tools through creative implementation of broad planning concepts. Our all-nclusive planning services allow us to approach each project holistically and comprehensively. These services include: Comprehensive Plans Capital Improvement Plans Code Writing Zone Text Amendments Zoning Codes Master Plans and Sub-area Plans Growth Policies Grant Writing Urban Design / Streetscapes Site and Master Planning Public Facilitation Market Analysis By the Numbers 430+ professionals $400m+ annual construction volume 80 years in business - Est. 1938 Park / Recreation Planning & Design Landscape Design Land Trust/Conservation Development Site Restoration and Reclamation Neighborhood / Residential Planning Visual Impact Assessment / Mitigation Contract Administration Construction Administration Campus Planning Planned Unit Developments CTA’s award-winning Historic Preservation Services provides a full spectrum of historic preservation services, from HABS/HAER documentation to full- scale restorations. Our extensive knowledge of historic construction, styles, materials, and symbolism is informed by our strong investigative and analytical skills. We balance these technical strengths with a true passion for the history of place and its sensitive translation in the present day. Our team is well-rounded, bringing experience and expertise in both public and private-sector planning, public infrastructure planning, public outreach, GIS, historic preservation and more. We listen carefully and develop planned solutions that clearly articulate the clients’ goals. A few recent, relevant clients for whom we have provided like-services include the City of White Sulphur Springs, MT (planning services/growth policy development) and Carbon County, MT (Growth Policy, Growth Policy update) . Pat Jacobs of ArchTrio has recently provided planning for the following cities with historic districts: Bozeman, Indianapolis, Martinsville (IN), and Greenfield (IN). In the following pages we have included team resumes and additional project descriptions that further illustrate our breadth of experience. We encourage you to reach out to our clients. 50+ LEED accredited professionals 14 locations 1 customer-driven mission PROFESSIONAL SERVICES TO CONDUCT COMPREHENSIVE REVIEW OF NEIGHBORHOOD CONSERVATION OVERLAY DISTRICT, DESIGN GUIDELINES AND HISTORIC PRESERVATION 7CTA ARCHITECTS ENGINEERS6 Describe your experience and capacity to manage projects of the size and scope proposed. Our collaborative team can be found all over Montana working together on a variety of projects. We’ve assembled a strong team with diverse knowledge and capabilities to deliver an excellent product. Project Manager expertise Lesley Gilmore, Historic Preservation Architect Pat Jacobs, and Urban Planner David Dixon will bring their extensive planning and historic preservation to the City of Bozeman. They will be a consistent presence with city staff and the public, communicating all key project issues and milestones. David is adept at data synthesis and visually communicating this data. Principal-in-Charge Scott Wilson lives in Bozeman, and will offer his offer his 30+ years of experience to ensure the success of this project. Stephanie is highly qualified and experienced in managing public outreach efforts of this scope and size and will make certain all deliverables meet expectations. She will be available to creatively find solutions and build consensus among diverse groups. Our holistic approach includes document research, community input, and consensus gathering, incorporating them into a larger comprehensive package that provides a project well fitted to the city’s needs. We approach each project as the great challenge and opportunity it is. Every city and client contributes to the growth of knowledge that we bring to the next project. Scott Wilson, PE PRINCIPAL-IN-CHARGE CTA Lesley Gilmore AIA | LEED AP BD+C | NCARB PROJECT MANAGER/ PRESERVATION SPECIALIST CTA Pat Jacobs RA, NCARB HISTORIC PRESERVATION ARCHITECT ARCHITECTURE TRIO Chelsea Holling AIT HISTORIC PRESERVATION CTA Workload of Key Project Staff The CTA professionals whom we are proposing for your project typically have varying volumes of work under contract for a wide range of project types and sizes. However, we understand the staffing requirements for this effort, and our proposed team will be available to meet your intended schedule. CTA has successfully completed numerous projects by selecting highly capable team managers and members, using well tested project management and communications tools and prioritizing segments of work to develop planning projects efficiently while maintaining high levels of quality control. The team assigned to your project will be available to commit the necessary skills and talents to your project, making sure your time, budget, and quality expectations are met. Project Team Scott Wilson | Principal-in-Charge Lesley Gilmore | Project Manager/ Preservation Specialist Pat Jacobs | Historic Preservation Architect Chelsea Holling, AIT | Historic Preservation Stephanie Ray | Planner/ Community Engagement Dave Dixon | Urban Planner Dave Dixon AICP URBAN PLANNER CTA Stephanie Ray PLANNER/ COMMUNITY ENGAGEMENT CTA 50% 60% 45% 65% 60% 65% The percentage indicated above in blue indicates the availability our team has to dedicate to your project. PROFESSIONAL SERVICES TO CONDUCT COMPREHENSIVE REVIEW OF NEIGHBORHOOD CONSERVATION OVERLAY DISTRICT, DESIGN GUIDELINES AND HISTORIC PRESERVATION 9CTA ARCHITECTS ENGINEERS8 Project Team Scott Wilson PE PRINCIPAL-IN-CHARGE Lesley Gilmore AIA| LEED AP BD+C | NCARB PROJECT MANAGER/ PRESERVATION SPECIALIST Lesley is the director of CTA’s Historic Preservation Services Division. She has over 30 years of experience in various aspects of historic preservation, preservation planning, and related architectural design and coordination. She provides the framework for the appropriate research, investigation, and analysis of existing built resources and a thorough knowledge of historic construction styles, materials, methods, and symbolism that results in quality assessments, additions, renovations, and design guidelines. RELEVANT EXPERIENCE: • Masonic Temple #18 Rehabilitation; Bozeman, MT • Northern Pacific Railway Passenger Depot, Structural Analysis; Bozeman, MT • Broadwater & McKinley Elementary Schools, Feasibility Studies; Billings, MT • Gunderson Historic District National Register Nomination; Oak Park, IL • Scoville Park National Register Nomination; Oak Park, IL • Morledge- Kimball Hall Renovation & Addition, Rocky Mountain College; Billings, MT • Nichols Residence Rehabilitation, Yellowstone National Park; Mammoth Hot Springs, WY • Lake General Store Historic Structure Report & Renovation; Yellowstone National Park, WY • Albright Visitor Center Historic Structure Report & Renovation; Yellowstone National Park - Mammoth Hot Springs, WY • Canyon Village Lodge & Administration Building Historic Structure Report & Renovation; Yellowstone National Park, WY Pat Jacobs RA | NCARB HISTORIC PRESERVATION ARCHITECT Pat, as one of the original partners of ARCHitecture trio, Inc. established as the firm’s founding principles the technical and respectful preservation of our built environment and sympathetic contextual design. Her experience in the field of preservation is broad and ranges from preservation planning, adaptive reuse, building renovation and restoration, conditions assessment, building analysis, and feasibility studies. Pat’s work at the City of Indianapolis with the Historic Preservation Commission provided the opportunity for extensive public interaction, collaboration, problem solving, and time management - all valuable skills working with publicly funded projects, multiple stakeholders, and limited resources. RELEVANT EXPERIENCE: • City of Bozeman Neighborhood Conservation Overlay District Report; Bozeman, MT • City of Indianapolis Monument Circle Historic District Preservation Plan; Indianapolis, IN • City of Martinsville Historic Downtown Design Guidelines; Martinsville, IN • City of Greenfield Main Street Revitalization Program Downtown Façade Improvement Project; Greenfield, IN • City of Greenfield Downtown Revitalization Plan; Greenfield, IN • City of Vincennes Main Street Revitalization Program Downtown Façade Improvement Project; Vincennes, IN • City of Vincennes Downtown Revitalization Plan; Vincennes, IN • City of Princeton Stellar Community Courthouse Square Façade Improvements; Princeton, IN • City of Princeton Downtown Revitalization Plan; Princeton, IN • City of Winchester Courthouse Square Façade Improvement Project: Winchester, IN Chelsea Holling AIT HISTORIC PRESERVATION Since joining CTA in 2015, Chelsea has supported the firm’s Historic Preservation Services on a variety of projects. She has applied her research skills to development of building histories, assessed the condition of heritage properties, and helped with the preparation of construction documents for the rehabilitation of public and private properties. RELEVANT EXPERIENCE: • AOII House Rehabilitation; Bozeman, MT • Archie Bray Kiln Restorations; Helena, MT* • Bannack State Park Facility Assessments; Bannack, MT • Canyon Village Lodge F&B Enhancement Project; Yellowstone National Park, WY • Electric Light Building Preliminary Architectural Report; Anaconda, MT • Elkhorn State Park Facility Condition Assessment; Elkhorn, MT • Masonic Temple Rehabilitation; Bozeman, MT • Meagher Cabin Historic Structure Report; Virginia City, MT* • Warm Springs State Mental Hospital HABS Documentation, Warm Springs, MT • Phoenix Building Rehabilitation PAR; Butte, MT • MSU Montana Hall Interior Stairs Renovation; Bozeman, MT • MSU Romney Hall Renovation; Bozeman, MT • Fungal Remediation on Stone ** • Moisture Management in Historic Buildings** *Work performed prior to employment at CTA ** Project-related trainings Stephanie Ray PLANNER / COMMUNITY ENGAGEMENT Stephanie brings 18+ years of municipal project management and oversight to the project team. She is a public engaging expert who is currently pursuing her Master’s degree in Public Relations. Additionally, she is well versed in zoning regulations and municipal process and will assist in reviewing and recommending proposed policy changes as well as provide quality control and assurance. Stephanie will assist with public outreach and education and will attend some of the public meetings to help convey the regulations to a variety of end users, whether it’s the city, developer, citizen, or other regulatory agency. RELEVANT EXPERIENCE: • Prickly Pear Land Trust; Helena, MT • City of Yelm, Program/Project Manager; Yelm, WA • South Kalispell Urban Renewal Plan; Kalispell, MT • Ridge Major PUD Amendment; Bozeman, MT • Kalispell North Town Center; Kalispell, MT • Blackfeet Industrial Park; Browning, MT • Lamping Field, Montana Environmental Trust Group; Helena, MT Dave Dixon AICP URBAN PLANNER Dave is a Community Planner at CTA. Dave is experienced with planning in the cities and counties of Montana, North Dakota and the Canadian Prairie Provinces. He has assisted in comprehensive planning for communities ranging in population from 300 to 200,000 and brings his mapping and design specializations to the project team. Dave will assist in all project tasks, while specifically providing GIS, stakeholder facilitation and document preparation for the project. RELEVANT EXPERIENCE: • Broadway Building Market Assessment and Feasibility Study; Lewistown, MT • Old Roosevelt School Reuse Strategy and Action Plan; Red Lodge, MT • Community Needs Assessment, Human Resource Development Council; Bozeman/Gallatin, Meagher, and Park Counties, MT • Development Permit Ordinance; Carbon County, MT • Zoning Administrator; Carbon County, MT • Helena Public Market Feasibility Study; Helena, MT • South Kalispell Urban Renewal Plan; Kalispell,MT • Downtown Area Redevelopment Plan; Spruce Grove, AB • Zoning Code Update; Wolf Point, MT • Growth Policy Updates; White Sulphur Springs, Jordan, Froid, Treasure County, Carbon County, Daniels Count, MT Scott is the President of CTA and an electrical engineer with over 24 years of project experience covering the United States and various regions throughout the world. Through direct project exposure, Scott has gained expertise in project management, project budgeting, QA/QC lighting design, and low and medium voltage power distribution. Scott also has extensive experience in the design of fire alarm and nurse call systems, SCADA, controls, and emergency power generation systems. In addition to serving as President of CTA, Scott also serves as one of CTA’s lead engineers on industrial facility and infrastructure projects. RELEVANT EXPERIENCE: • Dell, Inc.; Multiple Locations Major office, R&D and data center facilities throughout the world. • Nunhems USA, Parma, ID Multiple projects on Parma, ID campus • Gillette Rodeo Center; Gillette, WY New rodeo facility. • Rimrock Arena Renovation; Billings, MT Complete renovation and upgrade of existing arena after tornado impact. • Rocky Mountain College; Bair Science Center; Billings, MT Complete renovation and major expansion of existing science and laboratory facility. • Gillette Technical College; Tech Ed. Facility; Gillette, WY New multi-program technical education facility. • Billings Clinic; Billings, MT Regional emergency and trauma center central plant addition and OR expansion. • College of Southern Idaho – Health Sciences Building; Twin Falls, ID PROFESSIONAL SERVICES TO CONDUCT COMPREHENSIVE REVIEW OF NEIGHBORHOOD CONSERVATION OVERLAY DISTRICT, DESIGN GUIDELINES AND HISTORIC PRESERVATION 11CTA ARCHITECTS ENGINEERS10 References South Kalispell Urban Renewal Plan; Kalispell, MT CTA was hired by the City of Kalispell to provide the City of Kalispell, Airport Advisory Board, and Community with guidance for the future development of South Kalispell. The objective of this plan is to assist the Community with the future planning and vision of South Kalispell that includes an analysis of the Airport’s future development options. The final document will be the South Kalispell Urban Renewal Plan. The effort included a ‘live’ project website intended to encourage public comment as well as keep the planning process as dynamic as possible. Public outreach, input, and feedback are critical to the successful outcome of the South Kalispell Urban Renewal Plan. Name of Agency: City of Kalispell Reference Contact: Tom Jentz, AICP Building & Community Development Director 406.758.7940 tjentz@kalispell.com Population of jurisdiction: 22,761 Number of employees: 5 Project Start Date: December 2014 Completion Date: June 2016 NPRR Bozeman Passenger Depot; Bozeman, MT CTA provided the Structural Analysis for the Northern Pacific Railway Passenger Depot (Depot) located at 820 Front Street in Bozeman, Montana. The depot was originally constructed in 1892 and extensively remodeled in 1923-24. The building was being used for cold storage and maintenance had been deferred. The City of Bozeman, with support of the National Trust for Historic Preservation and the Northeast Urban Renewal Board, funded the analysis to help inform and spur adaptive reuse of the Depot. The analysis identified all areas of required improvements and their respective construction cost estimates for budgeting and marketing purposes. CTA provided a zoning and code analysis, as well as comparative solutions for other railroad passenger depots along the BNSF line. We met with several stakeholders: Montana Rail Link, the Bozeman Historic Preservation Advisory Board, the Northeast Urban Renewal Board, and a representative from Burlington Northern Santa Fe – individually and within groups. Phasing of the implementation recommendations was based upon priority, related construction trade, and budget costs. Name of Agency: City of Bozeman Reference Contact: Courtney Kramer Previous Historic Preservation Officer 406.581.7243 courtneyhkramer@hotmail.com Population of jurisdiction: 45,250 Number of employees: 23 Project Start Date: February 2013 Completion Date: July 2013 Monument Circle Plan; Indianapolis, IN Monument Circle District is comprised of a mile-square grid that was planned and platted by Alexander Ralston in 1821. It represents the geographic center of the original Indianapolis. This District contains some of Indianapolis’ most historically and architecturally significant buildings with resources dating from the nineteenth century and early, mid- and late twentieth century and in a variety of styles, materials, shapes and sizes. ARCHtrio was charged with helping to craft a preservation plan that would “endeavor to emphasize what is important and what must be preserved while allowing for change and continued evolution of Monument Circle and its environs.” Numerous sessions were held with a sub-committee of Commissioners to develop a unique set of design guidelines meant to define a range of alternative approaches differing from building to building and from property to property, yet compatible with the character of Monument Circle District. ARCHtrio worked with IHPC staff to inventory all buildings within the district and define significant features that conveyed its character. Name of Agency: City of Indianapolis Historic Preservation Commission (IHPC) Reference Contact: Marsh Davis, President Indiana Landmarks 317.639.4534 mdavis@indianalandmarks.org Population of jurisdiction: 864,771 Number of employees: 5 Project Start Date: February 2012 Completion Date: March 2013 Preservation Plans; Indianapolis, IN As Preservation Architect and Assistant Administrator for the Indianapolis Historic Preservation Commission (IHPC), Patricia Jacobs contributed to the completion of preservation plans for multiple historic districts under the jurisdiction of the IHPC. The City of Indianapolis Preservation Plans provide a guide for staff, residents and developers as they seek to improve existing structures or develop new structures within a designated area. The Historic Area Plans analyze current conditions, make recommendations for future land uses and zoning, and establish design guidelines for new construction and maintenance or alteration to existing structures within the district. Plans were developed for both Historic Districts and Conservation Districts during Pat’s tenure at the IHPC. Pat developed design guidelines, prepared building descriptions, developed district recommendations for change and improvements, and facilitated public meetings and building owner input. Pat was the primary contact for the general public for administration and implementation of each plan. Pat represented the IHPC as Hearing Officer at public hearings to determine the appropriateness of work being conducted in the designated districts and prepared recommendations to the IHPC for their consideration of new construction, demolition, or other controversial cases under review. Name of Agency: City of Indianapolis Historic Preservation Commission (IHPC) Reference Contact: Meg Purnsley, Administrator City of Indianapolis Historic Preservation Commission 317.327.4406 meg.purnsley@indy.gov Population of jurisdiction: 864,771 Number of employees: 5 Project Start Date: Various Completion Date: Various Provide a minimum 3 and maximum of 6 specifically in local, municipal, county, or state agencies. 13CTA ARCHITECTS ENGINEERS12 Outline of Services Describe how the proposer intends to deliver the required service. The overarching intent from project inception to completion is three- pronged: first, establish well identified goals; second, stay grounded to defined and specific objectives; and third, and imperative, present information clearly and comprehensively to the city staff, city commission, and public. The CTA team proposes to define an effective NCOD or other replacement Historic Districts and provide plans for implementation, with the following actions: • Use the National Park Service criteria for defining historic areas or districts potentially eligible for listing in the National Register of Historic Places (NRHP), assess the existing NCOD boundary and boundaries of the historic districts currently listed in the NRHP. • Delve into the concept of district “character” and what that implies, how is it defined, and if it is valuable in determining boundaries. • Use available survey data to identify patterns of significance. • Graphically represent discussed options for boundary modifications, identifying the possibilities (best and worst case scenarios) of each boundary proposal, including potential for boundary expansion or new potential districts. • Utilize GIS to layer qualitative and quantitative data to determine where gaps or overlap may exist in this boundary analysis. • Evaluate the COA process for efficacy, including the requirements for application, documentation, processing and approvals, and interface with the permitting process. Investigate comparable best practices and application of different processes. Users will be interviewed to pinpoint potential for improvements and efficiencies. Fee structure will be vetted with staff and users to understand the fee implications and potential for financial support of the city’s preservation program. • Analyze the effect of the existing NCOD guidelines and impact of recent changes, both positive and negative, and those which are obsolete or contrary to current Secretary of the Interior Guideline’s for the Treatment of Historic Properties modifications and interpretations. Identify best practices throughout the country for potential alternative approaches or hierarchies. Graphically represent the potential impact, positive and negative, of various proposed approaches or changes for consideration. Identify congruencies or discrepancies with the current Uniform Development Code Seek public input through large group public meetings, various stakeholder group meetings, neighborhood meetings and through other public outreach. • Seek answers to difficult questions such as appropriate demolition parameters, deferred maintenance, housing affordability, local business affordability, growth, and sustainability. • Define transition zones, their purpose, and potential for guidelines or other directives. Investigate zoning conflicts with existing conditions or historic development patterns. Visually represent existing conditions and potential recommendations through color-coded mapping and/or other visual means. Some of the potential questions that we will explore in the outreach sessions are: • Is the NCOD working? What constitutes “working”? • How do the current guidelines respond to “character”? • How are we currently being responsive to protecting our historic resources and community heritage? • How can we make the COA process and design review more efficient and germane? • Are there case studies from other municipalities that have had success with historic preservation that could inform this effort? Describe approach and work plan with staff and community. A comprehensive and inclusive process for public engagement is critical to creating a successful planning tool for Bozeman’s future – one that will be innovative and relevant in its approach, and responsive to its history and built environment. Our team intends to utilize the current momentum and energy for civic involvement in the NCOD and hopes to channel that energy through public and small group forums to strive for consensus for the best outcome. The CTA team has identified the following potential tools for public engagement: • City website • NCOD Facebook Page • Bozeman Preservation Advocacy Group “First Friday” Events • BHPAB sponsored public events • Meeting Polling • Paper surveys The CTA team proposes the following tasks to engage with city staff and the community: • Review with staff the processes and tools currently in place that impact the NCOD; rate their efficiency and effectiveness; identify positives and negatives of current practices; and pinpoint areas for improvement. • Review various adopted and information resources including the 2015 Neighborhood Conservation Overlay District Report. • Solicit discussion from various stakeholders regarding the current system in place including boundaries, guidelines and processes. • Investigate multiple best practices across the country - both of like-sized communities and communities with similar development stressors. Synthesize the information for the benefit of the analysis. Share the findings with staff and public in various formats. • Develop draft recommendations for initial review with staff. Present draft recommendations and alternatives through public and stakeholder meetings, as well as through the city website. Seek input, vet differing and/or conflicting opinions, and obtain feedback from a variety of sources including staff, neighborhoods, developers, architects/designers, and special interest groups. • Respond to feedback with revisions and additions. Provide opportunities for additional input and feedback for consideration in final draft document for staff and City Commission review. As an additional service, use of a public facilitator may be considered as part of the process if determined beneficial. PROFESSIONAL SERVICES TO CONDUCT COMPREHENSIVE REVIEW OF NEIGHBORHOOD CONSERVATION OVERLAY DISTRICT, DESIGN GUIDELINES AND HISTORIC PRESERVATION 15CTA ARCHITECTS ENGINEERS14 Proposed Schedule Provide a detailed schedule of work within proposed time frame.The schedule for completion of the work will be finalized during negotiation of the professional services agreement. Project Schedule CTA Architects Engineers acknowledges that the schedule for completion of the work will be finalized during negotiation of the professional services agreement. Event Apr May Jun Jul Aug Sept Oct Nov Dec Jan Kick-Off Meeting with City Document Review Public Meeting #1 Stakeholder Meetings (4) Staff / Team Progress Review Meeting Public Meeting #2 Stakeholder Meetings (4) Staff / Team Progress Review Meeting Public Meeting #3 Stakeholder Meetings (4) Staff / Team Progress Review Meeting Data Compilation & Analysis; Report 75% Report Draft Submittal City Staff and Commission Review Public Hearing 95% Report Submittal 100% Report Submittal City Commission Approval 2018 2019 (Same day as public meeting) (Same day as public meeting) (Same day as public meeting) PROFESSIONAL SERVICES TO CONDUCT COMPREHENSIVE REVIEW OF NEIGHBORHOOD CONSERVATION OVERLAY DISTRICT, DESIGN GUIDELINES AND HISTORIC PRESERVATION 17CTA ARCHITECTS ENGINEERS16 Cost and Expense Please see CTA’s cost proposal for a specific “not to exceed” fixed fee, including associated fees in the sealed envelope included with this proposal. Affirmation of Non-Discrimination CTA, Inc. Thank you for the opportunity. 411 E. Main Street | Suite 101 Bozeman, MT 59715 406.556.7100 www.ctagroup.com