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HomeMy WebLinkAboutBZMT_UDC_RFP_Clarionproposal2022_finalResponse prepared by: Request for Proposals Unified Development Code Overall Update Bozeman, Montana 1600 Stout Street, Ste 1700 Denver, CO. 80202 303.830.2890 www.clarionassociates.com Photo Credit: Bozeman area photos provided by Flickr Creative Commons, assorted licenses and contributors CONTENTS A. Bozeman Executive Summary 2 B. Firm Profile 3 C. Response to Scope 6 D. General & Technical Requirements 12 E. Related Project Experience 19 F. Proposed Schedule 23 G. Outline of Engagement Plan 23 H. Present Project Workloads & Respective Responsibility in the Project 25 I. Recent & Current Work for the City of Bozeman 26 J. References 29 K. Post-Adoption Activities & Training 30 L. Cost Proposal and Fee Schedule 31 M. Conflict of Interest 32 Appendix 33 • Example Public Participation Plan Attachment A NONDISCRIMINATION AND EQUAL PAY AFFIRMATION ________________ (name of entity submitting) hereby affirms it will not discriminate on the basis of race, color, religion, creed, sex, age, marital status, national origin, or because of actual or perceived sexual orientation, gender identity or disability and acknowledges and understands the eventual contract will contain a provision prohibiting discrimination as described above and this prohibition on discrimination shall apply to the hiring and treatments or proposer's employees and to all subcontracts. In addition, ________________ (name of entity submitting) hereby affirms it will abide by the Equal Pay Act of 1963 and Section 39-3-104, MCA (the Montana Equal Pay Act), and has visited the State of Montana Equal Pay for Equal Work "best practices" website, or equivalent best practices publication and has read the material. Name and title of person authorized to sign on behalf of submitter Clarion Associates, LLC Clarion Associates, LLC Don Elliott, FAICP, Director 1 A. EXECUTIVE SUMMARY March 23, 2022 City of Bozeman Email submission to: agenda@bozeman.net ATTN: Mr. Mike Maas, City Clerk Mr. Chris Saunders, Community Development Manager RE: City of Bozeman Request for Qualifications, Unified Development Code Overall Update Dear Members of the Evaluation Committee: On behalf of Clarion Associates, I am pleased to submit this proposal to assist the City of Bozeman with its Unified Development Code Overall Update. Over the past year, we have enjoyed working with the City to start addressing some of the challenges of housing affordability, and we have enjoyed the opportunity to interact with a range of citizens and community groups in Bozeman. We would be pleased to continue this collaboration by undertaking the full update of the City’s UDC. Clarion Associates is a nationally recognized land-use consulting firm with extensive experience in preparing development codes for jurisdictions of all sizes across the country since our founding in 1992. Clarion has a staff of 18 people with offices in Denver, Colorado and Chapel Hill, North Carolina. In addition to working with the City of Bozeman on the 2021 Affordable Housing Assessment, Clarion has worked on many similar zoning projects throughout the country. We believe that the combination of our existing knowledge of the Bozeman code, and our familiarity with the broader issues with development and affordability that the City is facing, provide a unique advantage in undertaking the proposed code update. We have learned much about Bozeman since beginning our work with the City to target code improvements related to housing affordability. We believe the current changes to the UDC, including an updated process for requesting Planned Unit Development (PUD) proposals, Departures for Housing Affordability, and proposed updates to the Affordable Housing Ordinance, will help the City to move towards its goal of enhancing housing affordability. We also believe the 2021 Affordable Housing Assessment is a solid basis for initiating a broader UDC Assessment that would be a central part of the UDC Overall Update. We would be honored to work with Bozeman staff, officials, and stakeholders to apply lessons learned and best practices towards making further substantial improvements to the City’s current UDC. In particular, we have extensive experience in developing hybrid ordinances that merge form-based code components with more traditional code structures and drafting zoning districts that offer flexibility for new development projects while providing protection to established neighborhoods. Our proposed approach for updating Bozeman’s Unified Development Code is outlined in the pages that follow. We would be happy to discuss any refinements or alternative approaches with the City, as well as to prepare a more detailed scope and budget. Please do not hesitate to contact us if you have questions or comments or if you need additional information. We look forward to working with you. Sincerely, Don Elliott, FAICP Director delliott@clarionassociates.com (303) 830-2890 ext. 26 1600 Stout Street, Suite 1700 Denver, CO. 80202 303.830.2890 www.clarionassociates.com Planning | Zoning & Land Use | Sustainability & Resiliency 2 RFP: Unified Development Code Overall Update | Bozeman, MT A. BOZEMAN EXECUTIVE SUMMARY Bozeman, as a city and as a community, is starting the process of updating the Unified Development Code to implement the Bozeman Community Plan 2020 and help focus new development and redevelopment on key themes of environmental and economic sustainability and support for the health and wellness of the community. This is an ambitious project that will allow the City to update development standard for land use, housing, climate, and facility plans. The outcomes of the UDC update project, if done well, will guide the City’s growth for a generation. It is important to undertake this project thoughtfully and create a new Unified Development Code that is truly reflective of Bozeman. The Clarion Associates team, including Bozeman- based Groundprint Planning & Urban Design, is excited to present this proposal to the City to assist with the UDC update. We have exceptional national and regional expertise with development code updates; code drafting is the core of our work. Our recent experience working with Bozeman on the Code Audit to Create and Preserve Housing has allowed us the opportunity to work with City officials and staff members who care deeply about their community, and we would very much appreciate the opportunity to continue this work through the UDC update. Our proposal includes the following information, provided in response to the Request for Proposals: B. Firm Profile. We’ve been a leader in land use code writing for 30 years, including experience with over 200 adopted development codes. Our partner, Groundprint, keeps us grounded in all things Bozeman. C. Scope of Project. Clarion brings two key kinds of experience to a code update: (1) our depth of regulatory knowledge, and (2) our tested process for code drafting. We take the project from start to finish down a specific path that ensures we talk about all of the important topics and draft all of the necessary regulations. This section describes the four key steps of code drafting. Additional information about our approach to public outreach is provided in Section G, and options for post-adoption training are described in Section K. D. General and Technical Requirements. Organizational chart and resumes. Our team includes urban planners, attorneys, urban designers, a graphics specialist, and a GIS wiz. E. Related Project Experience and J. References. We have worked on over 75 code projects in the West in the past 10 years. We understand that western communities are filled with hard-working, outdoor-loving residents who want to do what’s best for their families, friends, neighborhoods, communities, and the environment. We have provided recent references who can describe how we helped with their code projects. F. Proposed Schedule. We have proposed a 24-month project schedule. We find this to be a good timeframe to keep everyone interested and involved. G. Outline of Engagement Plan. While we have a lot of experience with code-related engagement, we wait until we have a group of community outreach experts at the table before we craft a project specific engagement plan. We focus on employing the best tools in the most effective manner to include the community in the code update project as broadly as possible with particular attention to those citizens who are often left out of this process. H. Present and Projected Workloads. We have the staff capacity and availability to complete this project within the proposed timeframe. I. Recent and Current Work for the City of Bozeman. Our team working with staff to finish a set of code amendments that came out of our recent Code Audit to Create and Preserve Housing. Our teammate Susan Riggs at Groundprint has been engaged in multiple projects with the city for years, and her understanding of Bozeman is what makes her critical to our team. K. Training. The end of a code drafting project is just the beginning of a code implementation project. We can help with this transition through citizen, staff, and developer training. L. Cost Proposal and Fee Schedule. Bozeman’s identified fee for this project indicates how important it is for the community. We’ve provided a detailed cost proposal that shows how we propose to direct the fee toward both drafting and community engagement. More detail is provided about each of these categories in our proposal that follows. We invite any follow-up questions that the selection committee may have. We look forward to the possibility of undertaking this project with Bozeman. 3 B. FIRM PROFILE CLARION ASSOCIATES Clarion Associates is a nationally recognized land-use and zoning consulting firm founded in 1992 with offices in Denver, Colorado, and Chapel Hill, North Carolina. The City of Bozeman’s Unified Development Code Update project will be managed by our Denver office. The firm includes professionals with a variety of multidisciplinary backgrounds including planners, architects, landscape architects, and attorneys. No firm in the country matches the combination of land use and zoning, urban design, community development, and planning experience of Clarion’s firm principals and staff. Clarion is recognized for its expertise in: • Streamlined, efficient code assessments and updates; • Land use and planning law; • Innovative development codes that draw on best practices from a variety of organizing approaches including hybrid, traditional, form-based, and unified development codes; • Codes that foster and remove obstacles to environmental stewardship and housing diversity; • Codes that encourage multi-modal transportation networks; • Codes that preserve community character; • Creative policies and development standards that promote mixed-use, infill, and redevelopment; • Sustainable development codes; • Comprehensive plan implementation strategies; and • Community, regional, and neighborhood planning. ZONING & LAND USE PLANNING STUDIES & OTHER PROJECTS ADOPTED DEVELOPMENT CODES 233 STAFF TO MEET THE NEEDS OF OUR CLIENT COMMUNITIES 21 YEARS OF EFFECTIVE LAND USE SOLUTIONS 30 DIVERSE COMMUNITIES 600+ CLARION FACTS & FIGURES 4 RFP: Unified Development Code Overall Update | Bozeman, MT We understand that no two code projects are alike because all communities are unique. Our extensive experience provides Clarion with a solid foundation for developing effective code update processes; however, we recognize that the most successful work plans are carefully created with the input of staff, taking into account local circumstances and priorities. Here are some of the unique qualities of our firm that would contribute to a successful partnership with the Bozeman Planning & Community Development staff: Depth of Experience. Clarion Associates offers an unparalleled amount of national expertise, combined with a long track record of success in similar projects. We have been working throughout the country since the firm’s founding 29 years ago, performing a full range of planning and zoning services for small, mid-sized, and large communities all over the United States. Clarion has prepared zoning regulations and plans for over 130 communities across the U.S. and Canada, and we’re no strangers to Montana. Elizabeth Garvin, our project manager, recently helped the City of Billings update their zoning regulations in 2021. Jenny Baker, a Clarion Associate, worked for the City of Missoula for three and one-half years. And all of the members of our team have contributed to Bozeman’s recent affordable housing-focused code updates. Focus on Plan Implementation. Clarion Associates is a leading firm in visioning, policy development, and preparing comprehensive plans. For many communities, Clarion is involved in both comprehensive plan preparation and subsequent (or concurrent) code updates. We have a deep understanding of how key planning documents translate into meaningful regulations. Our code projects emphasize background research and understanding of other policy documents to inform the drafting process. Leaders in Sustainable Best Practices. Clarion is recognized as a national leader in creating the concept of sustainable development codes and conducting sustainability audits of codes. We have drafted comprehensive plans and regulations that incorporate ambitious sustainability goals, ranging from reduction of carbon emissions to density bonuses for infill housing. The firm takes particular pride in its innovative approach to code assessments involving identification of regulatory barriers and opportunities for the use of incentives and flexible menus to achieve community sustainability goals. Additionally, Clarion is one of the few firms in the nation that has actually gone beyond code audits and has drafted new and updated development codes with extensive sustainability sections related to renewable energy, energy efficiency, and low-impact development, among numerous other sustainability topics. An example is the point-based menu of sustainability options we helped develop for Henderson, Nevada, which has been used as a model by other cities. We have a proven track record in teaching and educating local officials about sustainable code revisions in a clear and practical fashion. Clarion led a popular series of national sustainable development code workshops for the American Planning Association that has educated hundreds of planners on how to remove code barriers, create incentives, and fill regulatory gaps to move their communities towards a more sustainable future. Infill and Mixed-Use. Clarion has drafted numerous regulations and policies that differentiate between infill development and new development at the edge of communities, in terms of both design and development standards and review procedures. We also recognize that many cities need a hierarchy of mixed-use districts that range from high-intensity areas surrounding transit stops and key activity nodes, to smaller-scale mixed-use areas that integrate well with established neighborhoods. Many Clarion projects have addressed these issues, such as Aurora, Northglenn, and Littleton, Colorado; Indianapolis, Indiana; Arlington and Austin, Texas; Portsmouth, Virginia; Duluth, Minnesota; and Winnipeg, Manitoba. For Sugar Land, Texas, we prepared a series of case studies of communities that have adopted zoning tools to help encourage redevelopment of suburban patterns into thriving mixed-use centers. Form-Based Codes. Over the past decade, Clarion has had the opportunity to help communities create highly functional hybrid form-based codes. Form-based regulations are most functional and successful in areas of the community that either have existing character and form that should be reinforced, like a downtown, or in new development where consistent character can be created, such as newly annexed properties, and we help our clients target the best use of form standards. We recognize that form-based codes are a powerful tool for placemaking and, when fully integrated into a hybrid zoning code, can effectively take the place of more subjective design or development standards as well as establish clarity and shared expectations about the form of infill and redevelopment projects. Historic Preservation Planning and Policy. Clarion Associates has worked on numerous projects aimed at revitalizing and redeveloping historic areas, as well as projects to draft standards and guidelines for existing and future historic districts. One such effort is San Antonio’s historic district standards and guidelines. Our expertise includes crafting historic district zoning and regulations, economic analysis of historic restoration, integrating new development 5 projects, and developing heritage tourism initiatives. Our combination of talents in real estate economics, urban planning, and land-use law allows us to develop creative solutions to difficult historic preservation questions. Procedural Streamlining and User-Friendly Codes. Clarion has been retained by dozens of communities across the United States to streamline procedures, reorganize and reformat codes, and make them more user-friendly. We use a wide variety of tools, ranging from relatively simple formatting techniques to highly sophisticated, interactive, web-friendly computerized codes. Bozeman’s development regulations have been amended in a piecemeal fashion over the years to remedy particular problems. As layers of regulations build up, so do layers of procedures, and over time, that can result in complicated and time-consuming processes. We find that revised regulations can result in a streamlined set of procedures that are easier to use and understand. Equally important, we understand that modern codes rely heavily on graphics and illustrations to explain complex concepts and to illustrate how regulations are applied. The ability to find and understand the law is not just a key to good development — it’s a key to good governance in general. A Track Record of Innovation. Unique planning goals, development histories, and political constraints often require unique land use regulations, and Clarion professionals pride themselves on mastering cutting-edge techniques and refining them further to meet local needs. Team members have authored leading books and publications such as The Rules of Urban Form; Aesthetics, Community Character, and the Law; A Better Way to Zone; Nature-Friendly Cities; True West; Wildlife Habitat Protection; and The Citizen’s Guide to Planning (Fourth Edition), and Zoning Practice Memos on wind energy, web-based zoning codes, wildfire prevention in urban areas, and zone district consolidation. More importantly, we put the results of our research and publication to work for our clients. A quality place is made up of connected neighborhoods with a mix of housing types, green spaces, art, thriving commerce and engaged citizens. Groundprint, LLC is a Bozeman, Montana based consulting firm that specializes in helping cities and non-profits play a stronger role in community development. Areas of expertise include long-range planning, master planning, code writing, urban design, land use consulting and entitlements. sriggs@groundprint.com www.groundprint.com planning urban design groundprint GROUNDPRINT A quality place is made up of connected neighborhoods with a mix of housing types, green spaces, art, thriving commerce, and engaged citizens. Groundprint, LLC is a Bozeman, MT based consulting firm that specializes in helping cities and non-profits play a stronger role in community development. Clients have included the City of Bozeman, the Human Resource Development Council (HRDC) and the Downtown Partnership. Areas of expertise include long-range planning, master planning, code writing, urban design, land use consulting and entitlements. 6 RFP: Unified Development Code Overall Update | Bozeman, MT C. RESPONSE TO SCOPE PHASE 1. PROJECT ORIENTATION AND INITIAL OUTREACH TASK 1.1: PROJECT ORIENTATION This task is designed to establish and set in motion the processes and conversations that will lay the foundation for the success of the project. Project Orientation Call We will start the project with an orientation call between staff and the consultant team to start the processes of project scheduling, working group formation, logo and project tag line creation, and identification of initial project outreach materials. Document Collection Our team’s familiarity with the City’s current plans and regulations and the time we have spent with staff, the public, and City officials discussing how to implement plan priorities with respect to housing outcomes will allow us to start this project at a brisk pace. Combined with our experience from working on more than 200 zoning code projects, we will be able to start our work by identifying the regulatory issues and patterns that we will explore further through early project conversations. Ongoing Project Management Effective project management is an essential component of getting to adoption. Clarion has an enviable record of completing projects on time and within budget. Our success is due in part to our regular communication with our clients throughout the project and our ability to make schedule and drafting adjustments when necessary. Frequent communication and maintaining momentum are key factors of Clarion’s success in completing code update projects in a timely and fiscally responsible manner. With a code update, there are periods of daily communication and also periods where Clarion is in the background drafting project materials. We keep the lines of communication open through both scheduled project management calls (typically every other week) and as-needed check-in calls. One of the standing tasks of our project management calls is schedule maintenance to keep the drafting schedule updated for the duration of the project. We have found these schedules to be critical to maintaining project momentum. The agenda for our first project management call (following the Project Orientation Call) will include: (1) creating a detailed drafting schedule that identifies product delivery dates, as well as staff review and comment periods, (2) finalizing the Community Engagement Plan, (3) collecting staff input for the UDC update issues list, and (4) starting the discussion about how to collect and address public feedback about draft documents. TASK 1.2 COMMUNITY ENGAGEMENT PLAN Community engagement related to the drafting of land use codes is unique. In contrast to comprehensive planning projects, code updates often involve detailed technical discussions. When working with the community, we will draw on our skill and timing to present complex materials in an engaging and understandable way, and to avoid “technical topic burnout.” We were able to work with a number of online and virtual engagement tools during the recent affordable housing code audit project, and we were also able to see the depth of knowledge and interest that Bozeman residents bring to a code project, both of which we will reflect in the UDC Community Engagement Plan. We provide a more detailed description of our approach to community engagement on page 23 of this proposal. TASK 1.3: PROJECT KICK-OFF COMMUNITY OUTREACH EVENTS For the first set of project activities, Clarion will hold a series of project orientation meetings with City staff, stakeholders, the Working Group (we recommend the creation of a project Working Group and we provide more detail about this in the description of the Community Engagement Plan on page 23), and elected and appointed officials. Topics will include overall project goals, scope and schedule, ongoing City activities that may impact the Unified Development Code Update, and feedback about the proposed initial strategies for public involvement. If the kick-off activities take place in person, we would request that staff arrange a staff-led tour of Bozeman that highlights how code-related issues are playing out in actual developments, and to explore prime development sites, as well as areas ripe for or already undergoing redevelopment, such as North 7th Avenue and East Main Street, local residential neighborhoods/ student neighborhoods, and transitional areas where commercial development is adjacent to residential. We will wrap up this early public outreach with a facilitated open house designed to introduce the project to the broader public. 7 PHASE 2. CODE ASSESSMENT AND ANNOTATED OUTLINE Building on interviews and information gathered during the kick-off activities, along with the completed 2021 Housing Assessment and the targeted rewrite of portions of Title 38, Clarion will prepare a detailed code assessment of the full current Unified Development Code (UDC Assessment), and any related regulations. The UDC Assessment will draw on our professional experience in drafting codes throughout the Intermountain West and across the country, propose ways to incorporate established best practices for regulatory drafting, and where applicable, offer the City alternative options for ways the project can address issues identified in the Assessment. Our experience preparing the 2021 Housing Assessment as well as the draft updates to the Planned Unit Development (PUD) process, Affordable Housing Ordinance, and affordable housing-related regulatory departures has given us helpful insights about regulatory constraints and opportunities that will allow us to target some of the UDC’s deeper issues that would typically take longer to unearth (such as some aspects of plan implementation, consolidating multiple approaches to design, balancing predictability and flexibility, and suggesting options to address development at the urban fringe) during the assessment process. As needed, we will work with staff to incorporate any short-term regulatory fixes that were identified during the 2021 Housing Assessment review that have not been converted to UDC amendments yet. TASK 2.1: CODE ASSESSMENT – STAFF AND WORKING GROUP REVIEW DRAFT The first draft of the UDC Assessment is generally intended for review by internal staff only. Based on the information collected in Phase 1, the consultant team will analyze the current UDC against a series of questions: • What are the current code’s strengths and shortcomings in implementing key plans and policies, including those in the Bozeman Community Plan 2020 and longer-term updates recommended in the 2021 Housing Assessment that have not been incorporated in staff-led UDC updates? • What are the strengths and weaknesses of the existing code related to topics the City has identified as important areas of focus, such as sustainability, water conservation, and infill and redevelopment? PHASE 1 SUMMARY: PROJECT ORIENTATION CLARION RESPONSIBILITIES CITY STAFF RESPONSIBILITIES TASK 1.1 Project Orientation • Project kick-off memo • Draft and maintain project schedule • Organize project management calls • Provide background materials • Comment on draft kick-off memo • Provide public schedule updates • Participate in project management calls • Organize creation of project Working Group TASK 1.2 Community Engagement Plan • Draft initial Community Engagement Plan; revise based on City feedback • Prepare initial outreach information • Comment on Community Engagement Plan • Provide preliminary scheduling availability • Post initial outreach information TASK 1.3 Project Kick-Off Meetings • Draft agenda • Create website content per Community Engagement Plan • Participate in meetings • Meet with City staff • Tour of Bozeman • Meet with Board and Commission members, and Working Group • Conduct stakeholder interviews • Record notes from all meetings • Review and comment on agenda • Schedule meetings with internal City staff and officials • Coordinate meeting logistics (scheduling, attendee invites, meeting space or virtual platform to use, etc.) • Organize tour and distribute tour maps/materials in advance (if applicable) • Participate in meetings • Review and comment on trip materials 8 RFP: Unified Development Code Overall Update | Bozeman, MT • Are there opportunities to incorporate flexibility into the districts and standards applicable to development in different contexts (for example, greenfield development versus infill); • How can the UDC be improved to enhance the document’s user-friendliness, including restructuring and centralizing content, ensuring regulations are written in clear and accessible language, exploring how UDC sections can be organized to create user-specific handouts, and cleaning up the graphics, tables, charts, and illustrations to create a consistent graphics language? • Are there ways to enhance the efficiency, timeliness, and predictability of the City’s decision-making processes? • Is the UDC in alignment with local, state, and federal statutory and case law? The UDC Assessment will be organized to address five key topics: 1. How the current regulations respond to the project objectives identified through the Phase 1 document review and outreach, and how the regulations can be updated and supplemented with new standards to better meet the City’s development goals; 2. Where one or more approaches may work for a particular regulatory issue in Bozeman, which options should the City consider and what rationale supports any recommended approach(es). 3. Whether and how to incorporate any related City projects currently underway, such as the Parks, Recreation, and Active Transportation Plan (PRAT); 4. How the recommendations made in the UDC Assessment come together into a complete code as described in an annotated outline of the proposed new UDC; and 5. The proposed structure, styles, numbering, and graphics types that will be used in the drafting process. The purpose of the UDC Assessment initial staff draft is to allow staff time to provide Clarion with substantive feedback on the proposed approach to the UDC update, and to identify any factual errors or major issues that should be remedied prior to public review of the Assessment. Following staff preparation of one round of written comments, the Clarion team will revise the UDC Assessment and schedule a review meeting with the Working Group to collect their feedback. TASK 2.2: UDC ASSESSMENT – PUBLIC REVIEW AND ELECTED OFFICIAL UPDATE We will summarize the Working Group’s observations and recommendations and schedule general public meetings according to the Community Engagement Plan to discuss the UDC Assessment and collect comments. The objectives of these meetings will be to invite the public into the code update conversation, share the general scope and parameters of the issues that the project will address, and identify critical issues where more extensive community-based conversation will be needed to move toward shared resolution. We will summarize the feedback from the public outreach meetings and present a summary of the UDC Assessment, Working Group feedback, and public feedback to the City Commission. PHASE SUMMARY: UDC ASSESSMENT AND ANNOTATED OUTLINE CLARION RESPONSIBILITIES CITY STAFF RESPONSIBILITIES TASK 2.1 Draft UDC Assessment • Staff draft of UDC Assessment • Revise UDC Assessment to reflect staff feedback • Presentation to Working Group • Provide one round of consolidated written staff comments on UDC Assessment • Coordinate Working Group meeting and assist with reviewing WG comments TASK 2.2 Trip 2: Public Review and Elected Official Update • Create Public Review Draft UDC Assessment • Create website content per Community Engagement Plan • Presentation materials as necessary (PowerPoints, handouts, boards) • Coordinate meeting logistics (scheduling, attendee invites, meeting space or virtual platform to use,) • Comment on presentation materials TASK 2.3 Trip 2: Public Review and Community Outreach • Pre-presentation meeting with City staff • Facilitate presentation of Assessment to the public • Present UDC Assessment and public outreach summary to relevant boards and City Commission • Coordinate meeting logistics (scheduling, invite attendees, meeting space or virtual platform to use, etc.) • Review and comment on meeting materials • Participate in meetings and presentation 9 PHASE 3. PREPARE DRAFT UNIFIED DEVELOPMENT CODE TASKS 3.1, 3.3, AND 3.5: DRAFT UNIFIED DEVELOPMENT CODE – STAFF DRAFTS, REVISIONS, AND WORKING GROUP REVIEW Following completion of the UDC Assessment, Clarion will begin working on the new draft Unified Development Code according to the content, sequencing, and formatting identified through the UDC Assessment process. The updated UDC will likely include a substantial amount of change, revision, and new information presented in a different format. Because it can be difficult to read and digest all of the new information in its entirety, we recommend dividing the drafting into three installments based on related material. While the specific order and contents of each is up for discussion, below we suggest a typical breakdown that has worked well in other communities. Drafting Organization Installment 1 – Districts and Uses. This installment focuses on updating the current lineup of zoning districts and uses allowed within those districts to align with relevant City plans and policies. We will use the Annotated Outline included in the UDC Assessment to start charting the path toward alignment with land use designations and the future land use map in the City’s Bozeman Community Plan 2020. Possible outcomes include district consolidations where districts have similar purposes and similar standards and uses, reconfiguration and reorganization of some current base and overly districts to better clarify how they work (such as the Neighborhood Conservation Overlay District), creation of new districts to better align with the City’s land use designations, and elimination/retirement of districts that are rarely (or never) applied or are contrary to City land use policies. We anticipate that the fully built-out district line-up will include a mix of form-based (or form-oriented) and traditional zone districts and we will make recommendations about specific districts based on our team’s understanding of the City’s current and preferred development forms and patterns. We will also rely on Groundprint’s understanding of the development layouts established by recent residential and mixed-use projects in Bozeman that can be accomplished through a base district rather than a PUD. Clarion will work closely with City staff and the Working Group to ensure that the zoning district line-up implements the City’s growth and development goals and policies. Updates to the use regulations will also be included in this installment. This work includes revisiting the categories, specific use types, review type (e.g., permitted use, conditional use, special use) and use-specific standards for clarity, relevance (do the standards reflect how this use is developed now?), and potential for approval streamlining. Installment 2 – Development Standards. One of the key messages that came out of the 2021 Housing Assessment is that quality of life is a basic requirement for all residents of Bozeman. The development standards included in this installment will be updated accordingly. This installment focuses on the development quality standards, such as building form, parking, landscaping, sustainability/resilience, access and circulation, sensitive area protection, site design, and exterior lighting. Context-sensitive design standards will be considered with the development standards and will be integrated and reconciled with any standards drafted during the zoning districts installment. The development standards are often the most complex part of a Unified Development Code because of the breadth of standards and their relationship to standards that often live outside the code (such as street standards and other engineering standards). We will work with staff to identify the appropriate location for and potential integration of standards within and outside the Unified Development Code. 10 RFP: Unified Development Code Overall Update | Bozeman, MT PHASE 3 SUMMARY: PREPARE DRAFT UNIFIED DEVELOPMENT CODE CLARION RESPONSIBILITIES CITY STAFF RESPONSIBILITIES TASKS 3.1, 3.3, AND 3.5 Draft UDC Updates • Staff drafts of Installments 1, 2, 3 • Revisions per staff comments • Presentation to Working Group • Provide one round of consolidated written staff comments • Coordinate Working Group meeting and assist with reviewing WG comments TASK 3.2, 3.4, AND 3.6 Public Review Draft and Community Outreach • Public drafts of Installments 1, 2, 3 • Collect and catalogue comments • Review and comment • Assist with reconciling comments Trips 3-5: Community Outreach • Create website content per Community Engagement Plan • Meet with City staff • Virtual or in-person public meetings per the Community Engagement Plan • Present Installments to relevant boards and City Commission • Coordinate meeting logistics (scheduling, invite attendees, meeting space or virtual platform to use, etc.) • Review and comment on meeting materials • Participate in meetings and presentation Installment 3 – Administration and Procedures. This installment will focus on streamlining the current procedures for development review applications. We understand that Bozeman currently has a comprehensive procedural approach that leans into the use of administrative review as much as possible. We will work with planning and legal staff to identify procedures that still could be subject to reorganization or streamlining within the boundaries of Montana law. Our work here will build on the numerous procedural conversations that took place during the creation of the updated PUD, departures, and AHO regulations. Clarion’s expert code drafters are experienced in establishing procedures that are easy to understand, are based on a consistent and predictable foundation, and apply objective approval criteria—all while offering flexibility where appropriate. This installment will also include the general provisions of the Unified Development Code, which contain important elements to ensure the new code functions effectively (e.g., legal authority to regulate Unified Development, relationship to other codes, nonconformities, and enforcement of the code). Staff Review Draft We will prepare a staff review draft of each installment. The staff draft will include all of the content for the current installment, and as the drafting moves forward will also include the content from the earlier installments. The drafts will emphasize the use of graphics, tables, and charts to clearly explain zoning and land use concepts. The drafts will include commentary and footnotes to explain changes from current regulations and practice and the rationale behind each new provision. The commentary and footnotes will also demonstrate how the revised code addresses the issues noted in the UDC Assessment. We will ask staff to prepare one round of consolidated comments and we will meet with staff to discussed proposed revisions. We will then share the revised draft installment with the Working Group for review and input. TASKS 3.2, 3.4, AND 3.6: DRAFT UNIFIED DEVELOPMENT CODE – PUBLIC DRAFTS AND COMMUNITY OUTREACH EVENTS Following Working Group review, Clarion will share a public draft of each installment for distribution and presentation according to the Community Engagement Plan, including Clarion facilitation of in-person or virtual meetings on each installment. Once the public draft of the first installment has been delivered, Clarion will begin working on the staff draft of the second installment, and so forth, with overlap as shown in the Project Calendar. Comments from the Working Group, stakeholders, and public on each public draft installment will be collected and addressed in the adoption draft in Task 4. 11 PHASE 4. ADOPTION DRAFT UNIFIED DEVELOPMENT CODE TASK 4.1: DRAFT UNIFIED DEVELOPMENT CODE –FINAL STAFF REVIEW DRAFT We will organize the comments received from the Working Group, stakeholders, and the general public for a discussion with staff about revising the public draft installments to create a full Draft Unified Development Code for staff review. This draft will be the first draft to include all of the components of the new Unified Development Code, an important milestone for understanding how each of the installments relate to each other. As with the preceding installments, we will prepare first a staff draft of the Adoption Draft Unified Development Code, and after one round of consolidated feedback on the staff draft, we will prepare the public review draft UDC that includes final versions of all illustrations, charts, tables, and revised text, and will address any outstanding issues noted in earlier tasks. TASK 4.2: UNIFIED DEVELOPMENT CODE COMMUNITY OUTREACH EVENTS Following distribution of the public review draft, Clarion will work with staff to present the draft to the public, City boards, and the City Commission pursuant to the approach identified in the Community Engagement Plan. We will work with staff to collect feedback and comments to be complied into a report submitted with the final draft UDC for adoption. TASK 4.3: UDC ADOPTION PROCESS Clarion will coordinate with Bozeman staff to create presentation materials for the code adoption process. As needed, we can participate in up to two adoption hearings to assist with adoption questions and issue resolution. TASK 4.4: FINAL UNIFIED DEVELOPMENT CODE After adoption, Clarion will prepare a final version of the new Unified Development Code, that reflects any comments and changes from the meetings on the adoption draft. This final version will be prepared as a Word document for submission to Municode unless a different format is agreed to with the City. TASK 4.5: TRAINING AND FORMS Clarion will work with staff post-adoption to undertake UDC training and update development review policies and forms. This task is described in more detail on page 31. PHASE 4 SUMMARY: UNIFIED DEVELOPMENT CODE FULL DRAFT & ADOPTION CLARION RESPONSIBILITIES CITY STAFF RESPONSIBILITIES TASK 4.1 Staff Draft Full UDC • Create staff draft of full Unified Development Code • Collect and categorize comments, update with any necessary changes and edits • Review and comment • Reconcile comments TASK 4.2 Community Outreach • Prepare public review draft Unified Development Code • Create website content per Community Engagement Plan • Schedule outreach events • Review final draft and start adoption process TASK 4.3 Adoption Process • Create presentation materials • Attend adoption hearings • Coordinate presentation with Clarion TASK 4.4 Adoption Process • Make post-adoption agreed to revisions • Submit adopted UDC to staff • Identify post-adoption revisions • Coordinate codification process with outside firm TASK 4.5 Training and Forms • Create internal and external training materials • Participate in one in person staff training session • Assist with creation of training materials • Schedule staff training session • Review and comment on updated forms Trips 6-8 • Full draft outreach • Present adoption draft of Unified Development Code to appointed and elected officials • Staff training session • Coordinate meeting logistics (scheduling, invite attendees, meeting space or virtual platform to use, etc.) • Review and comment on meeting materials • Participate in meetings and presentations 12 RFP: Unified Development Code Overall Update | Bozeman, MT D. GENERAL & TECHNICAL REQUIREMENTS TEAM AND ORGANIZATIONAL CHART This section provides an overview of each team member’s role, qualifications, and experience. Clarion team members assigned are all based in Denver. Susan Riggs of Groundprint is based in Bozeman. All of our team members worked on the Code Audit for the Creation and Preservation of Affordable Housing, except Joe, who is happy to have been added to the team. Our team brings a range of technical experience to the UDC Update project. Both Don and Elizabeth are attorneys, Susan is an urban designer, Jenny and Joe have public sector planner backgrounds, and Holly is a graphic designer. Our full resumes and sample project experience are provided in this section. ELIZABETH GARVIN, ESQ, AICP PROJECT MANAGER DON ELLIOTT, ESQ, FAICP DIRECTOR-IN-CHARGE JENNY BAKER, AICP PROJECT ASSOCIATE JOE GREEN PROJECT ASSOCIATE HOLLY WHITE GRAPHICS SUSAN RIGGS, AICP LOCAL PROJECT ASSOCIATE 13 Don is an urban planner, lawyer, and land use consultant with 36 years of professional experience and a national reputation as project manager, author, innovator, and solver of complex governance challenges. Don has been involved in over 70 projects to reform, update, and streamline local plans and development codes throughout the U.S.  Albuquerque, New Mexico, Unified Development Code  Philadelphia, Pennsylvania, New Zoning Ordinance  Indianapolis, Indiana, Unified Development Ordinance  Aurora, Colorado, Unified Development Ordinance  Bloomington, Indiana, Unified Development Ordinance  Hamilton, Ohio, Form-Based Zoning Regulations  Youngstown, Ohio, Redevelopment Code  Albany, New York, Unified Sustainable Development Ordinance  Columbia, Missouri, Unified Development Ordinance  Fairfax County, Virginia, New Zoning Ordinance  Hillsboro, Oregon, Transit-Oriented Development Regulations  Dublin, Ohio, Bridge Street Form-based Zoning Districts  Colorado Springs, Colorado, Unified Development Code  Ulaanbaatar, Mongolia, Initial Zoning Regulations  Fort Wayne/Allen County, Indiana, Fair Housing Zoning Updates  State of Nevada, Fair Housing Regulatory Review  State of Idaho, Fair Housing Regulatory Review  State of Oregon, Fair Housing Review/Analysis of Impediments  State of Texas, Fair Housing Regulatory Assessment  Bozeman, Montana, Affordable Housing Zoning Updates  Blaine County, Idaho, Phase I TDR Feasibility Study  Deschutes County, Oregon, Phase I TDR Feasibility Study  Los Angeles County, California, Wildfire Prevention Zoning Updates  Long Beach, California, Urban Renewal Effectiveness Assessment Master's in City and Regional Planning Harvard Kennedy School of Government Juris Doctor Harvard Law School Bachelor's in Urban Planning and Policy Yale University A Better Way to Zone, Island Press Rules that Shape Urban Form, APA Citizen's Guide to Planning, APA Arrested Development, Lincoln Institute Land Use Regulatory System Historical and Cultural Preservation, USAID American Planning Association Past Colorado Chapter President Past Planning and Law Division Chair Past Amicus Committee member Fellow, AICP American Bar Association Colorado Bar Association Denver Bar Association Past Member of Denver Planning Board Land Development Regulation University of Colorado at Denver College of Architecture and Planning Sustainable Local Development Erasmus Mundus Fellow University of Regensburg, Germany Corvinus University, Hungary APA project awards from Colorado, Arizona, New Mexico, and Pennsylvania Meritorious Service Award U.S. State Department 14 EEllii zz aa bbeetthh GG aa rrvv ii nn,, AA II CC PP ,, EE SSQQ CC OO NN SS UU LL TT II NN GG PP LL AA NN NN EE RR Elizabeth Garvin is a consulting planner with Clarion Associates and she works in the Denver office. Elizabeth is both an attorney and a planner and she has practiced in both disciplines. She has prepared both traditional and FBC/hybrid code update projects for cities, towns, and counties across Colorado and the country; drafted topic-specific code provisions covering issues such as ADUs, sustainability, and signs; served as an expert witness on land use issues; and organized and undertaken numerous code-related public participation processes. Prior to working with Clarion, Elizabeth founded Community ReCode, was the Planning Director for SAFEbuilt Studio, and practiced law with Spencer Fane. Ms. Garvin is a frequent speaker and author on planning and regulatory topics, including serving as an advisory board member for the Rocky Mountain Land Use Institute as well as RMLUI’s legal columnist to the Western Planner. Recently, Elizabeth co-authored the April 2018 APA Zoning Practice article entitled Living with Form-Based Codes and presented on the same topic at the 2018 APA National Conference in New Orleans. She was a co-presenter at the Bettman Symposium on Equity and Zoning at the 2019 APA National Conference. KK EE YY PP RR OO JJ EE CC TT SS ⋅ Town of Eagle, Colorado Land Use and Development Code Update ⋅ Bozeman, Montana Code Audit for Affordable Housing ⋅ Billings and Yellowstone County, Montana Zoning Code Updates ⋅ Cedar Falls, Iowa Downtown Vision Plan and Zoning Code Update ⋅ Larimer County, Colorado Land Use Code update ⋅ King County, Washington Department of Permitting and Environmental Review, Best Practices in Code Enforcement ⋅ Branson, Missouri Unified Development Code and Sign Code 22001199 MMiissssoouurrii AAPPAA OOuuttssttaannddiinngg IImmpplleemmeennttaattiioonn PPrroojjeecctt ⋅ Mancos, Colorado Land Use Code Update ⋅ Cedar Rapids, Iowa Unified Development Code and User’s Guide 22001199 IIoowwaa AAPPAA OOuuttssttaannddiinngg PPrroojjeecctt EE DD UU CC AA TT II OO NN Juris Doctor University of Kansas Master of Urban Planning University of Kansas Bachelor of Environmental Studies University of Kansas LL.M. in Dispute Resolution University of Missouri CC EE RR TT II FF II CC AA TT II OO NN SS Licensed Attorney in Missouri and Kansas Charrette Certified National Charette Institute PP UU BB LL II CC AA TT II OO NN SS Practice Adaptive Reuse, Zoning Practice, American Planning Association Feb 2022 Legal Challenges to Short-Term Rental Rules: There’s a Test for That, The Western Planner, RMLUI Legal Corner March 2020 Homeless in Public, American Planning Association, Planning Magazine Feb 2020 15 EElliizzaabbeetthh GGaarrvviinn,, AAIICCPP,, EESSQQ CCOONNSSUULLTTIINNGG PPLLAANNNNEERR Elizabeth Garvin is a consulting planner with Clarion Associates and she works in the Denver office. Elizabeth is both an attorney and a planner and she has practiced in both disciplines. She has prepared both traditional and FBC/hybrid code update projects for cities, towns, and counties across Colorado and the country; drafted topic-specific code provisions covering issues such as ADUs, sustainability, and signs; served as an expert witness on land use issues; and organized and undertaken numerous code-related public participation processes. Prior to working with Clarion, Elizabeth founded Community ReCode, was the Planning Director for SAFEbuilt Studio, and practiced law with Spencer Fane. Ms. Garvin is a frequent speaker and author on planning and regulatory topics, including serving as an advisory board member for the Rocky Mountain Land Use Institute as well as RMLUI’s legal columnist to the Western Planner. Recently, Elizabeth co-authored the April 2018 APA Zoning Practice article entitled Living with Form-Based Codes and presented on the same topic at the 2018 APA National Conference in New Orleans. She was a co-presenter at the Bettman Symposium on Equity and Zoning at the 2019 APA National Conference. KKEEYY PPRROOJJEECCTTSS ⋅ Town of Eagle, Colorado Land Use and Development Code Update ⋅ Bozeman, Montana Code Audit for Affordable Housing ⋅ Billings and Yellowstone County, Montana Zoning Code Updates ⋅ Cedar Falls, Iowa Downtown Vision Plan and Zoning Code Update ⋅ Larimer County, Colorado Land Use Code update ⋅ King County, Washington Department of Permitting and Environmental Review, Best Practices in Code Enforcement ⋅ Branson, Missouri Unified Development Code and Sign Code 22001199 MMiissssoouurrii AAPPAA OOuuttssttaannddiinngg IImmpplleemmeennttaattiioonn PPrroojjeecctt ⋅ Mancos, Colorado Land Use Code Update ⋅ Cedar Rapids, Iowa Unified Development Code and User’s Guide 22001199 IIoowwaa AAPPAA OOuuttssttaannddiinngg PPrroojjeecctt EEDDUUCCAATTIIOONN Juris Doctor University of Kansas Master of Urban Planning University of Kansas Bachelor of Environmental Studies University of Kansas LL.M. in Dispute Resolution University of Missouri CCEERRTTIIFFIICCAATTIIOONNSS Licensed Attorney in Missouri and Kansas Charrette Certified National Charette Institute PPUUBBLLIICCAATTIIOONNSS Practice Adaptive Reuse, Zoning Practice, American Planning Association Feb 2022 Legal Challenges to Short-Term Rental Rules: There’s a Test for That, The Western Planner, RMLUI Legal Corner March 2020 Homeless in Public, American Planning Association, Planning Magazine Feb 2020 JJ ee nnnn yy BBaakkee rr,, AAII CC PP AA SS SS OO CC II AA TT EE Jenny is an associate in Clarion’s Denver office who believes that zoning can make communities better in many ways, including preserving open space, making housing more affordable, and enabling interesting streetscapes equally shared by many users. These and other community goals are always better accomplished when supported by development regulations that are clear, concise, and comprehensible to everyone. Prior to working in the planning field, Jenny spent 10 years with the American Red Cross and FEMA’s Region V, focusing on resiliency planning, and responding to over 50 disasters around the US. KK EE YY PP RR OO JJ EE CC TT SS Development Codes ⋅ McKinney, Texas Development Code Rewrite ⋅ Clark County, Nevada Unified Development Code Update ⋅ Rochester, Minnesota Land Development Manual Rewrite Comprehensive Plans ⋅ Clark County, Nevada Transform Clark County Master Plan Rewrite ⋅ Pueblo County, Colorado Pueblo Regional Comprehensive Plan Update Other Projects ⋅ Hawaii County, Hawaii Land Development Entitlement Review ⋅ Bozeman, Montana Affordable Housing Code Revisions ⋅ Albany, New York Sign Code Revisions Reports and Studies ⋅ American Planning Association, Equity in Zoning Policy Guide EE DD UU CC AA TT II OO NN Master's in Urban Planning University of Illinois at Chicago Bachelor of Arts University of Pennsylvania AA FF FF II LL II AA TT II OO NN SS Bicycle & Pedestrian Advisory Board Vice Chair Missoula, MT 1 year, 3 months CC EE RR TT II FF II CC AA TT II OO NN SS American Institute of Certified Planners EE XX PP EE RR II EE NN CC EE Associate Clarion Associates Denver, CO 1 year, 6 months Planner III Development Services Missoula, MT 3 years, 6 months Research Assistant Participatory Budgeting Project Chicago, IL 1 year, 5 months 16 Joe Green ASSOCIATE Joe is enthusiastic about engaging communities in data-driven planning processes. He has experience with a variety of analytical tools and design software that can help communities understand and visualize complex planning concepts. His previous work in local government has given him experience with a variety of planning projects related to land use, transportation, and sustainability. Joe is passionate about engaging with the public and helping to create solutions to their unique problems. KEY PROJECTS Comprehensive Plans ⋅ Lyons, CO Lyons Thrive Comprehensive Plan ⋅ Pueblo County, CO Pueblo Regional Comprehensive Plan ⋅ Clark County, NV Transform Clark County ⋅ Thornton, CO Thornton Tomorrow* Development Codes ⋅ Boise, ID Boise Zoning Ordinance Rewrite ⋅ Bloomington, IN Unified Development Ordinance * Work with previous employers EDUCATION Master of Urban and Regional Planning University of Colorado, Denver Bachelor of Arts in Political Science University of Arkansas EXPERIENCE Associate Clarion Associates, present Planner I City of Thornton, 3 years Researcher Colorado Center for Sustainable Urbanism, 1 year WRITINGS Assessing Ongoing Gentrification and Risk in Suburban Bedroom Communities: Findings from Metro Denver, University of Colorado - Denver Master's Thesis PROJECT SKILLS Geospatial Analysis Data Analysis Graphic Design 3D Visualization Community Engagement 17 Joe Green ASSOCIATE Joe is enthusiastic about engaging communities in data-driven planning processes. He has experience with a variety of analytical tools and design software that can help communities understand and visualize complex planning concepts. His previous work in local government has given him experience with a variety of planning projects related to land use, transportation, and sustainability. Joe is passionate about engaging with the public and helping to create solutions to their unique problems. KEY PROJECTS Comprehensive Plans ⋅ Lyons, CO Lyons Thrive Comprehensive Plan ⋅ Pueblo County, CO Pueblo Regional Comprehensive Plan ⋅ Clark County, NV Transform Clark County ⋅ Thornton, CO Thornton Tomorrow* Development Codes ⋅ Boise, ID Boise Zoning Ordinance Rewrite ⋅ Bloomington, IN Unified Development Ordinance * Work with previous employers EDUCATION Master of Urban and Regional Planning University of Colorado, Denver Bachelor of Arts in Political Science University of Arkansas EXPERIENCE Associate Clarion Associates, present Planner I City of Thornton, 3 years Researcher Colorado Center for Sustainable Urbanism, 1 year WRITINGS Assessing Ongoing Gentrification and Risk in Suburban Bedroom Communities: Findings from Metro Denver, University of Colorado - Denver Master's Thesis PROJECT SKILLS Geospatial Analysis Data Analysis Graphic Design 3D Visualization Community Engagement HHoo ll ll yy WW hh iittee GG RR AA PP HH II CC SS AA NN DD MM AA RR KK EE TT II NN GG CC OO OO RR DD II NN AA TT OO RR Holly is an Associate in Clarion’s Denver office. Bringing her expertise in 3D visualization and Graphic Design skillset to the Clarion team, she works to support a wide range of projects. Her passion for designing illustrative logos, clean infographics, and overall project branding help Clarion to deliver clear and beautifully designed graphics. Holly has a diverse background in Urban, Landscape, and Web Design. Above all, she is enthusiastic about helping cities and towns preserve their character while enhancing public spaces encouraging public engagement. KK EE YY PP RR OO JJ EE CC TT SS Comprehensive Plans ⋅ Clark County, NV Transform Clark County Comprehensive Plan ⋅ Lyons, CO Lyons Thrive Comprehensive Plan ⋅ Pueblo County, CO Pueblo Regional Comprehensive Plan Development Codes ⋅ Albany, NY Unified Sustainable Development Ordinance ⋅ Colorado Springs, CO ReTool COS Development Code Graphics ⋅ Larimer County, CO Land Development Code ⋅ Reno, NV Zoning Code RENOvation ⋅ Parker, CO Land Development Ordinance Document Design ⋅ Clark County, NV Transform Clark County Comprehensive Plan ⋅ History Colorado Economic Benefits of Archaeology ⋅ Fort Collins, CO Air Quality Report – City Plan ⋅ Syracuse, NY ReZone Syracuse Administrative Manual Branding & Websites ⋅ History Colorado The Economic Benefits of Archaeology 2021 ⋅ Clark County, NV Transform Clark County ⋅ Lyons, CO Lyons Thrive Comprehensive Plan ⋅ Pueblo County, CO Pueblo Regional Comprehensive Plan ⋅ Black Mountain, NC Elevate Black Mountain Comprehensive Plan ⋅ Bozeman, MT Affordable Housing Code Audit EE DD UU CC AA TT II OO NN B.A. Urban Design University of Colorado, Boulder Con’t. Ed. Advanced Architectural Graphics Art Institute of Colorado PP UU BB LL II CC AA TT II OO NN SS Change, Here, Now, North Atlantic Publishers 2018, Illustrator CC EE RR TT II FF II CC AA TT II OO NN SS Permaculture Design Certificate EE XX PP EE RR II EE NN CC EE Graphics and Marketing, Clarion Associates 2018-present Graphic Designer, United Airlines 2016-2018 Creative Services, The Aquaponic Source 2012-2016 PP RR OO JJ EE CC TT SS KK II LL LL SS Project Management Document Design Web Development 3D Visualization Graphic Design 18 EXPERIENCE Groundprint, LLC Owner/Principal - November 2016 to Present •Planner on interdisciplinary teams for residential, commercial & mixed-use projects •Focus on serving cities and non-profits including Downtown Bozeman Partnership,Human Resource Development Council (HRDC) and Trust for Public Land (TPL) •Land use consulting with an emphasis on the entitlement process and code anaysis •Master planning and neighborhood planning •Urban design services •Code writing and editing Intrinsik Architecture, Inc. Senior Planner - January 2007 to June 2015 •Provided planning consulting and project management for residential, commercial and mixed-use projects (both subdivision and zoning) •Competed site analysis and feasibility studies •Initiated Zone Map/Text Amendments and Growth Policy changes •Developed neighborhood and park master planning and design •Generated, edited and implemented neighborhood design review programs City of Bozeman Associate Planner - September 2001 to December 2006 •Project planner for residential subdivisions and large-scale commercialdevelopments •Administrative Design Review Staff for entryway corridor and historic districtprojects •Planner for establishment of Tax Increment Financing (TIF) District for North 7th(now Midtown) Urban Renewal District •Generated, edited and implemented long-range planning documents and StaffHandbook •Assisted the public in analyzing and interpreting local ordinances and state statutes •Completed illustrations as an appendix to zoning regulations to improve publicrelations EDUCATION University of Virginia School of Architecture, Bachelor of Arts in Urban & Environmental Planning, 2001 •American Planning Association Award, Virginia Chapter, 2001 PROFESSIONAL AFFILIATIONS American Institute of Certified Planners (AICP) No. 021407 American Planning Association (APA) Montana Association of Planners (MAP) COMMUNITY VOLUNTEER EXPERIENCE Gallatin County Planning Board, Member 2009-2011 North 7th Avenue Urban Renewal Board (NSURB), Member 2008-2012 Community Builders "Building Better Places," Gallatin County Team Member 2020 CONTACT Groundprint, LLC 280 W Kagy Blvd Std D #236 Bozeman Montana 59715 406.579.5844 sriggs@groundprint.com www.groundprint.com planning urban design groundprint SUSAN RIGGS, AICP 19 E. RELATED PROJECT EXPERIENCE ROCHESTER, MINNESOTA Land Development Regulation Updates Rochester, Minnesota, is the third largest city in that state, home to more than 110,000 residents and the world-renowned Mayo Clinic. Following Clarion Associates’ successful drafting and implementation of new zoning tools to implement transit-oriented development and residential infill strategies from 2018-2019, the firm was retained to prepare a complete rewrite of all of the City’s zoning and subdivision regulations. This work will involve significant focus on implementing key goals of the City’s 2018 Plan2Succeed comprehensive plan – including affordable housing, updated incentives, improved design standards, new zone districts, and modernized use regulations. It will also focus on the creation of objective design and development standards to significantly reduce reliance on negotiated zoning approaches. Clarion will work closely with neighborhood, business, and Mayo Clinic-related stakeholder groups. The project is expected to be completed in early 2022. REFERENCE CONTACT INFO Ryan Yetzer, Senior Planner Rochester Community Development Department 4001. W River Parkway NW Rochester, MN 55901 (507) 328-2954 ryetzer@rochestermn.gov 20 RFP: Unified Development Code Overall Update | Bozeman, MT BLOOMINGTON, INDIANA Unified Development Ordinance With a population of almost 85,000, Bloomington is the seventh largest city in Indiana and the seat of Monroe County. It also serves as home to Indiana University, world renowned for its academics, swimming, music, and basketball programs. In late 2017, Clarion Associates was retained to lead a team including our Cincinnati affiliate McBride Dale Clarion to complete significant updates to Bloomington’s Unified Development Ordinance. The primary purpose of the updates is to ensure that the UDO is aligned with and promotes the implementation of the new Bloomington Comprehensive Plan. The project began with an Diagnosis of the existing Unified Development Ordinance and a detailed annotated outline of the new UDO structure. Key challenges addressed in that Diagnosis included the need for market-based regulations and incentives to promote affordable housing, new tools to encourage additional student housing, ensuring protection of existing neighborhood character, and the advantages and disadvantages of form-based zoning approaches for some portions of the city. The UDO updates were adopted and implemented in late 2019. View the Bloomington UDO at https://bloomington. in.gov/planning/udo REFERENCE CONTACT INFO Scott Robinson, Director Bloomington Planning and Transportation Department401 N. Morton St., Suite 130Bloomington, IN 47404812-349-3423robinsos@bloomington.in.gov 21 ALBUQUERQUE, NEW MEXICO Zoning Code Update Albuquerque, New Mexico, is the largest city and the largest economic in the State of New Mexico. Blessed by spectacular views of the Sandia mountains, the main campus of the University of New Mexico, Rail Runner connections to the state capital in Santa Fe, and an emerging bus rapid transit system along historic Central Avenue/Route 66, the city is poised to strengthen its status as one of the SunBelt’s success stories. In 2014, Clarion Associates was selected to head a team of seven consultants, including Fregonese Associates, Dekker/Perich/Sabatini, Karpoff Associates, Leland Consulting Group, Kimley-Horn Associates, and Urban Interactive Studios to update the city’s Centers and Corridors Comprehensive Plan and to develop a new Integrated Development Ordinance for the city. The two-year effort began in early 2015, and resulted in a much more nuanced menu of Center and Corridor types aligned with a new approach to Complete Streets implementation. The updated Comprehensive Plan was adopted in 2016. In addition, this project consolidated, integrated, and streamlined the existing zoning ordinance and subdivision controls with land use regulations included in over 40 Sector Plans into an Integrated Development Ordinance (IDO) that makes those controls more internally consistent, predictable, administrable, and user-friendly. After an extensive public engagement process, the IDO and related citywide zoning remap was approved by the City Council in November 2017. View ABQ’s Integrated Development Ordinance. REFERENCE CONTACT INFO Mikaela Renz-Whitmore, Albuquerque Project Manager505-924-3932 mrenz-whitmore@cabq.gov 22 RFP: Unified Development Code Overall Update | Bozeman, MT BILLINGS & YELLOWSTONE COUNTY, MONTANA Zoning Code Updates Clarion recently led a team working with Billings (pop. 110,000) and Yellowstone County, Montana, to update, coordinate, and fully separate the zoning code that both communities have shared for 50 years. This community-led zoning code rewrite has been guided by an ad hoc steering committee of both city and county representatives; four standing working groups that met monthly or twice monthly to address code drafts through the lenses of urban issues, county issues, landscaping, and signs; and numerous individual meetings with specific interest groups such as developers, real estate agents, short-term rental owners, restaurant/bar/casino owners, homebuilders, environmentalists, health care providers, and outdoor recreationalists. The City of Billings opted for the creation of a character-driven, hybrid form-based code while Yellowstone County opted for a more traditional larger lot, agricultural oriented zoning code that takes advantage of the form sections of the Billings zoning code through a process called “planned neighborhood development.” Both communities will be able to use that process to address development at the urban-rural interface, providing infrastructure and density predictability to the City, property owners, and developers. Major updates in the codes include modernized use tables and use-specific standards supported by a streamlined administrative approval process, specific zone district character and pattern regulations designed to ensure quality infill development in the City’s older neighborhoods, new standards for wind and solar installations that support Montana’s clean energy goals, and the consolidation of eight full and partial sets of sign regulations into a single, updated set of sign standards that is linked to the different sizes and types of development anticipated in the new form-based zone districts. Yellowstone County adopted their new zoning code in November, 2020 and Billings should complete the adoption process in January 2021. View the Billings, MT Zoning code at https://library.municode.com/mt/billings/codes/code_of_ordinances?nodeId=CICO_CH27ZO REFERENCE CONTACT INFO Nicole CromwellZoning Coordinator406.657.8281 cromwelln@billingsmt.gov 23 F. PROPOSED SCHEDULE We anticipate drafting and completing the Bozeman UDC update over about two years, as shown on the project schedule below. We have found that keeping the drafting process moving is essential to ensuring consistent community engagement in the update process. We accomplish this by working with staff to map out a schedule when the project is initiated and use that timeframe to back into tentative dates for meetings with key stakeholders and the public. Calendaring important meetings early eliminates (or at least dramatically reduces) the time-consuming process of polling busy stakeholders and officials about their availability along the way and limits the potential for unforeseen delays. It also keeps provides the project team with clear dates and deliverables to work toward. YEAR 1 YEAR 2 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 PHASE 1 Project Orientation PHASE 2 Code Assessment PHASE 3 UDC Drafting Installment 1 Installment 2 Installment 3 Staff/Working Group Edits PHASE 4 UDC Adoption Community Outreach Engagement Elected Official Updates Whole Community Update ZONE DISTRICTS & USES DEVELOPMENT STANDARDS PROCEDURES G. OUTLINE OF ENGAGEMENT PLAN An effective community engagement strategy will be critical to the success of the Unified Development Code Update—and to accomplishing the goals and objectives the community has already identified as part of the Bozeman Community Plan 2020. The engagement strategy must recognize the importance of prior engagement efforts, and continue this participation in the effort to build a new code. We describe in this section an initial approach for development of a Community Engagement Plan for the UDC Update, including identification of outreach tools and input opportunities to define “big picture” themes for the code rewrite and detailed feedback on technical drafts. We have found the most successful outreach efforts are achieved using a variety of methods—both online and in person—and by providing a broad array of engagement opportunities throughout the process. Our preliminary strategy is based on three key objectives: 24 RFP: Unified Development Code Overall Update | Bozeman, MT • Establishing (and maintaining) open lines of communication; • Providing broad and inclusive opportunities for engagement; and • Fostering productive dialogue and creative problem-solving. This section provides a brief description of our initial approach to achieve each objective. During Task 1, we will prepare a detailed Community Engagement Plan for the entire UDC update process. The CEP will be grounded in the International Association for Public Participation (IAP2) pillars. This initial draft will be subject to revision based on input from staff, elected and appointed officials, and other stakeholders about what has worked well—or not—in Bozeman in the past. We have included a detailed community engagement plan from another project in the Appendix section to better identify the level of detail included in a project- specific Community Engagement Plan. ESTABLISHING (AND MAINTAINING) OPEN LINES OF COMMUNICATION Tap into established communication channels. Through the efforts of the Community Engagement office while working in the comprehensive plan and other past City projects, we know that Bozeman has established connections to various community groups through social media networks, newsletters/blogs, local news outlets, and distribution lists. Tapping into these established networks once again is one of the most efficient and effective ways to get the word out about the Unified Development Code Update. We will work with staff and others as appropriate to leverage these connections as a way to generate “buzz” around the process and upcoming events, provide periodic project updates, and direct people to online input opportunities. Establish a dedicated project website and brand. As we did for the Affordable Housing Code Audit, we can work with the City to develop a dedicated project website (either hosted through the City’s existing site or set up by Clarion as a standalone site, based on City preference) to serve as a clearinghouse for project news and updates. The project website will also serve as a portal for interim documents and input opportunities throughout the process. A recognizable project logo and brand will also be established for use on all project materials, advertisements, and documents, as well as the website. The website can also be used as an educational platform to build a broader understanding of the role the Unified Development Code Update will play in shaping future development in Bozeman. PROVIDING BROAD AND INCLUSIVE OPPORTUNITIES FOR ENGAGEMENT Make Unified Development Code concepts accessible to all. Let’s face it. Unless it impacts them directly, zoning is not a topic most residents get excited about. Helping the community understand how topics they do care about—housing affordability, climate change, environmental protection, historic preservation, and others—will be addressed as part of the Code Update (and why their input on these topics matters) is essential. Informational videos, 1-page handouts, doorhangers, map-based “tours,” visual preference surveys, and other high and low-tech methods can be used to help inform the public about why there is a need for an updated Unified Development Code, and provide them with straightforward and accessible ways to understand zoning concepts and offer their opinion on them. These kinds of education-to-participation opportunities can be included as part of both online and in-person events. Engage youth and young adults. While common as part of planning processes, youth and young adult engagement is often overlooked as part of code projects. We propose working with local high schools and students from the MSU’s Architecture and/or GIS/Planning programs to facilitate a series of workshops or activities at key points in the process. These activities would be designed to help build awareness of the impact of local land use regulations on the community’s built, natural, and social environment, and seek input on possible approaches to challenging issues. Offer multiple ways for people to weigh in at each decision point. Six “rounds” of community engagement will be provided as part of the Unified Development Code Update. Each round of engagement will be tailored to fit the types of input needed at each stage in the process and will include a variety of opportunities for input. Regardless 25 of whether meetings are conducted virtually or in-person, information presented at the meetings will be made available on the project website. We have found that providing and advertising these “extended input opportunities” can result in significantly higher participation overall. Online input opportunities will generally consist of a brief overview of the process and the types of input being sought and a brief survey about the interim work product that is out for review. FOSTERING PRODUCTIVE DIALOGUE AND CREATIVE PROBLEM-SOLVING Working Group. We frequently work with advisory committees -- variously referred to as Working Groups, Technical Advisory Committees, Development Code Committee, or Citizen Advisory Committee -- as part of our code work. Whatever the name for the group, we have found this approach to be a highly effective way to seek input on interim drafts, gain an understanding of the level of community support that exists on major policy options before they are rolled out to the broader public, and also develop “advocates” among community members who support the updated Code’s eventual adoption. We propose a panel of interested individuals, both technical experts and “regular” community members, be established at the outset of the UDC Update project. While we rely on staff knowledge of the community to determine potential committee members, it is often helpful to have members with professional experience or backgrounds related to the regulatory issues that will be addressed by the UDC. That often encompasses members of the development community, historic preservationists, environmental activists, housing advocates, as well as representatives from the City’s relevant advisory boards as a place to start. Working Group meetings generally correlate to the review of interim drafts and major project milestones. We anticipate the Working Group may need to meet eight to ten times over the course of the project, and when choosing participants, it is important to ascertain that potential members can sustain this level of commitment over the course of the project. Elected and Appointed Official Study Sessions. Periodic study sessions with the Bozeman City Commission will be held at key points during the process to provide progress updates, present preliminary recommendations, and seek input on major policy decisions. The officials ultimately will be responsible for adopting and implementing the updated UDC, so having these parties understand the issues, and weigh-in on key choices will be important to build support for the updated Code. Typically, these meetings will coincide with major project milestones. H. PRESENT PROJECT WORKLOADS & RESPECTIVE RESPONSIBILITY IN THE PROJECT If selected for the Bozeman UDC update, key Clarion and Groundprint team members are available to dedicate the time needed to complete the project within the established deadline. We have identified the anticipated time and respective responsibilities for each team members in the Cost Proposal and Fee Schedule. 26 RFP: Unified Development Code Overall Update | Bozeman, MT I. RECENT & CURRENT WORK FOR THE CITY OF BOZEMAN CITY OF BOZEMAN, 2021-2022 Unified Development Code Updates to Support Affordable Housing With a population of 48,000, Bozeman, Montana, is the fourth largest city in the state – and one that is consistently rated as one of the highest qualities of life in the U.S. A thriving local economy grounded in outdoor recreation, camping, skiing, and mountain activities has made the city a magnet for immigrants from all over the country. Unfortunately, those trends have also resulted in rapidly rising housing prices, as new arrivals from California and west coast have competed with local residents for available housing. In 2021, Clarion Associates was retained to lead a team of consultants to update the city’s Affordable Housing Ordinance, zoning ordinance, and Planned Unit Development regulations to identify and remove barriers to affordable housing, and to advise the city on how to improve that supply. Clarion’s team, including the Denver-based national housing economics firm Root Policy Research and Bozeman-based local planning and engagement firm Groundprint worked through 2021 to engage stakeholders and the public in discussions about the strengths and weaknesses of the current housing regulations and make recommendations for improvement to all three regulatory documents. As of the submission of these qualifications in March 2022, the City is considering updated ordinances with streamlined and affordable-housing focused changes to the PUD and UDC departures processes, as well as revisions to the Affordable Housing Ordinance designed to work following changes to Montana law. Key recommendations from the Affordable Housing Assessment are being drafted for City review as short-term code fixes, while the remaining recommendations will be incorporated into the overall UDC update. View the Bozeman Code Audit To Create and Preserve Housing | City Of Bozeman REFERENCE CONTACT INFO Martin MatsenCommunity Development Director (former), City of Bozemanmmatsen@gmail.com MANY PIECES IN THE PUZZLE BOZEMAN, MT | CODE AUDIT TO CREATE AND PRESERVE HOUSING Planned Unit Developments Affordable Housing OrdinanceIncentives Administrative Departures Land Costs Labor FeesFinancing Materials/Supply Short TermCode Fixes Overall Code Assessment 27 CITY OF BOZEMAN, JULY 2020 NEIGHBORHOOD ENGAGEMENT REPORT Groundprint, LLC created a report and infographics for the Bozeman Neighborhoods Division to help city-wide efforts to broaden and deepen public engagement. Surveyed peer cities included Bend, Oregon, Corvallis, Oregon, Flagstaff, Arizona, Fort Collins, Colorado, and Vancouver, Washington. Data collection methods involved an online survey, interviews, and data analysis from the American Community Survey. The report focuses on emerging themes related to government structure, engagement tools, inclusion strategies and metrics, and is intended to be a reference guide for the Neighborhoods Division. REFERENCE CONTACT INFO Dani Hess, Neighborhoods Program Coordinator dhess@bozeman.net 406-595-6585 CITY OF BOZEMAN, DEC 2020 Planned Unit Development Relaxation Report Groundprint, LLC generated a report to address the first action item identified in the Planned Unit Development strategy of the City of Bozeman’s Community Housing Action Plan, specifically to “evaluate past PUD relaxation approvals.” The analysis explores Bozeman’s historical use of PUDs in relation to housing affordability and investigates past relaxation approvals to identify common elements and themes among the projects. The study yielded twelve detailed code recommendations and outlined specific future steps. REFERENCE CONTACT INFO Marty Matsen, AICP, Director Community Development mmatsen@bozeman.net 28 SELECTED PROJECTS Work under Groundprint, LLC Human Resource Development Council (HRDC) Ongoing Consulting - feasibility analysis, site design & entitlements for affordable housing projects throughout Gallatin County; zone text amendments and state law amendments; code and policy analysis; conceptual design in collaboration with local design team for Tiny Home Village, new homeless shelter, Food Bank and Resource Hub. Downtown Improvement Plan (in collaboration with Agency Landscape + Planning acting as Prime) - extensive update to the Neighborhood Plan for Downtown Bozeman. Highlights of this team effort include creative and engaging public outreach; extensive use of graphics to effectively communicate ideas; analysis and recommendations for implementation matrix to better align municipal codes and policies with goals identified in the plan. Note ongoing consulting for plan implementation. Also Groundprint represented Downtown Partnership in Community Housing Action Plan Working Group. Bridger View Redevelopment Neighborhood Planning (in collaboration with Evolve EA acting as Prime and an extensive local team) - this Planned Unit Development includes 62 small homes with half in a community land trust to help meet the demand for “missing middle” housing. The project exemplifies compact neighborhood design and sustainability. City of Bozeman Consulting - Planned Unit Development Report to identify and analyze common code relaxations related to affordable housing; Neighborhood Engagement Peer Cities Report; zone text amendments for Unified Development Code; feasibility studies; graphics, marketing and press releases. PAST PROJECT EXPERIENCE Selected projects under Intrinsik Architecture, Inc. team (2007-2015) • Stewart Homes Affordable Housing Master Plan: Helena, MT • Zone Text Amendment to establish "Residential Emphasis Mixed Use" (REMU) new zoning district: Bozeman, MT • Downtown Bozeman Technical Assistance Grants • Valley West: Bozeman, MT • The Lakes at Valley West, Phases 1 & 2: Bozeman, MT • South Rouse (Park)ing Lot Redesign: Bozeman, MT • Zone Text Amendment to add provisions for way-finding signage in Bozeman, MT • Olive & Wallace Renovation: Bozeman, MT • Goetz Law Firm Addition: Bozeman, MT • Block M Townhomes: Bozeman, MT • Element Hotel Consulting: Bozeman, MT • Bozeman Birth Center: Bozeman, MT • Greenway Group Living Facility for Reach, Inc.: Bozeman, MT • North Tracy Group Living Facility for Reach, Inc.: Bozeman, MT • HRDC's West Edge Condominiums Phase 2: Bozeman, MT Work completed under City of Bozeman Community Development (2001-2006) • Project planner for subdivisions, commercial & mixed-use developments • Administrative Design Review Staff for entryway corridors and historic districts • Planner for establishment of Tax Increment Financing (TIF) District for North 7th • Event coordinator for annual Clean Up Day, Awards Ceremony & Staff Retreats • Staff liaison to Beautification Advisory Board & North 7th Urban Renewal Board • Co-author of Bozeman Creek Neighborhood Plan • Artist for illustrated appendix to zoning ordinance 29 J. REFERENCES Ryan Yetzer, Senior Planner Rochester Community Development Department Rochester, MN (507) 328-2954 ryetzer@rochestermn.gov Scott Robinson, Director Bloomington Planning and Transportation Department Bloomington, IN 812-349-3423 robinsos@bloomington.in.gov Mikaela Renz-Whitmore, Project Manager Albuquerque, NM 505-924-3932 mrenz-whitmore@cabq.gov Nicole Cromwell Zoning Coordinator Billings, MT 406.657.8281 cromwelln@billingsmt.gov Martin Matsen Community Development Director (former), Bozeman, MT mmatsen@gmail.com 30 RFP: Unified Development Code Overall Update | Bozeman, MT K. POST-ADOPTION ACTIVITIES & TRAINING In order for implementation of the Bozeman UDC to go smoothly, we will work with staff to create a UDC training program that will focus on four aspects of Code implementation: 1. Drafting Process Testing. We will start the training process while the drafting process is still underway. To ensure that recommended standards can be applied through existing or new application processes, we will work with staff to process a series of test projects across the community and/or simultaneously process projects that have been proposed under the current UDC. While the primary goal of project testing is to make sure the regulations produce the City’s preferred outcome, the secondary goal is to identify issues with project processing that can be addressed either in the updated UDC or through application process or procedure changes. 2. Application Process Mapping. We will create a flow chart to accompany each specific development process included in the updated UDC. If needed as part of the post-adoption activities, we can also undertake an application process mapping exercise with staff to identify the specific “behind-the-scenes” steps involved in moving an application from submission to decision. Based on this mapping exercise, we can identify inefficient or ineffective activities in the process that can be revised and improved. 3. Staff Transition. Moving from a familiar code to a new code can be disorienting and information can get lost in that transition. To help Bozeman staff make this change, we will prepare training materials for in-person and virtual staff workshops focused on both what has changed in the UDC and how to find new information. We will also prepare UDC summaries and staff code-user “cheat sheets” that summarize information typically referenced in different plan and project reviews. 4. UDC Drafting and Amendment. The updated Bozeman UDC should be treated as a living document and should be amended as needed to meet the City’s goals and priorities. We will prepare materials for and hold one workshop with Community Development leadership and the City Attorney’s department to help establish a robust UDC issue vetting and amendment drafting process. This will include determining whether and how to use informal and written clarification processes, discussing whether to process amendments on an as-applied-for versus “batched” timeframe, and a presentation on how to amend the UDC as a cohesive whole document. After the UDC has been adopted, we recommend a three-to-four-month delay before the new ordinance and map become effective. This gives staff, citizens, and ordinance users time to become trained on the new system. During this time, Clarion Associates can prepare materials for external trainings and educational workshops tailored to the needs of the different UDC users, such as the real estate industry, land developers, neighborhood groups, or others identified by staff. These training materials will be prepared using proven adult education techniques involving engagement, discussion, problem solving, and web exploration rather than lectures. The resulting materials will be available for continued use by the City. 31 L. COST PROPOSAL AND FEE SCHEDULE Bozeman UDC Update Projected Hours Task Total Team Member Director PM Senior Associate Associate Graphics Riggs Billable Rate $/Hour $225 $180 $125 $110 $90 $120 1.1 Project Orientation 2 6 6 2 0 8 24 1.2 Community Engagement Plan Preparation 2 8 8 4 10 8 40 1.3 Project Kickoff Community Outreach Events 16 16 16 4 10 8 70 Project Management/Coordination meetings w/staff 4 4 4 4 0 4 20 Phase 1: Total Hours 24 34 34 14 20 28 154 Phase 1: Total Labor $5,400 $6,120 $4,250 $1,540 $1,800 $3,360 $22,470 Person trips 1 1 1 1 0 0 4 Phase 1: Total Travel $950 $950 $950 $950 $0 $0 $3,800 Phase 1: TOTAL $6,350 $7,070 $5,200 $2,490 $1,800 $3,360 $26,270 2.1 Staff Review Draft, Working Group Review 8 20 40 40 20 40 168 2.2 Public Review Draft 4 10 20 30 10 20 94 2.4 Community Outreach Events + Materials 20 20 0 24 0 26 90 Project Management/Coordination meetings w/staff 4 4 4 4 4 4 24 Phase 2: Total Hours 36 54 64 98 34 90 376 Phase 2: Total Labor $8,100 $9,720 $8,000 $10,780 $3,060 $10,800 $50,460 Person trips 1 1 1 1 0 0 4 Phase 2: Total Travel $950 $950 $950 $950 $0 $0 $3,800 Phase 2: TOTAL $9,050 $10,670 $8,950 $11,730 $3,060 $10,800 $54,260 3.1 Installment 1 Staff Review Draft, Working Group Review 20 80 110 200 60 160 630 3.2 Installment 1 Public Draft, Community Outreach Events 16 24 16 20 10 20 106 3.3 Installment 2 Staff Review Draft, Working Group Review 20 60 100 200 60 140 580 3.4 Installment 2 Public Draft, Community Outreach Events 0 16 16 20 10 16 78 3.5 Installment 3 Staff Review Draft, Working Group Review 20 44 100 200 60 100 524 3.6 Installment 3 Public Draft, Community Outreach Events 16 16 16 20 10 20 98 Project Management/Coordination meetings w/staff 12 12 12 12 12 12 72 Phase 3: Total Hours 104 252 370 672 222 468 2088 Phase 3: Total Labor $23,400 $45,360 $46,250 $73,920 $19,980 $56,160 $265,070 Person trips 2 3 3 2 0 0 10 Phase 3: Total Travel $1,900 $2,850 $2,850 $1,900 $0 $0 $9,500 Phase 3:TOTAL $25,300 $48,210 $49,100 $75,820 $19,980 $56,160 $274,570 4.1 Final UDC Staff Review Draft and Revisions 12 40 80 60 40 100 332 4.2 Final UDC Outreach Events 16 20 20 20 20 24 120 4.3 UDC Adoption Process 12 30 30 30 20 20 142 4.4 UDC Post-Adoption Clean-Up 4 12 20 20 20 10 86 4.5 Training + Forms 2 40 60 100 40 40 282 Project Management/Coordination meetings w/staff 6 6 6 6 6 6 36 Phase 4: Total Hours 52 148 216 236 146 200 998 Phase 4: Total Labor $11,700 $26,640 $27,000 $25,960 $13,140 $24,000 $128,440 Person trips 3 4 4 2 0 0 13 Phase 4: Total Travel $2,850 $3,800 $3,800 $1,900 $0 $0 $12,350 Phase 4: Total $14,550 $30,440 $30,800 $27,860 $13,140 $24,000 $140,790 Project Total Hours 216 488 684 1020 422 786 3616 Project Total Labor $48,600 $87,840 $85,500 $112,200 $37,980 $94,320 $466,440 Project Total Person Trips 7 9 9 6 0 0 31 Total Travel Expenses $6,650 $8,550 $8,550 $5,700 $0 $0 $29,450 Total Fees: Labor and Expenses $55,250 $96,390 $94,050 $117,900 $37,980 $94,320 $495,890 Phase 1: Orientation and Initial Outreach Phase 2: Code Assessment and Annotated Outline Clarion Phase 4: Adoption Draft UDC Phase 3: Prepare Unified Development Code Ground- print 32 RFP: Unified Development Code Overall Update | Bozeman, MT M. CONFLICT OF INTEREST Clarion Associates and Groundprint do not have any actual or perceived conflicts of interest with the City of Bozeman in undertaking the UDC update. Below is a list of Groundprint’s permit or development review approval clients over the past five years. We are happy to respond to any questions about these clients. • Agency Landscape + Planning • City of Bozeman • Clarion Associates • Comma Q Architects • Downtown (Bozeman) Tax Increment Finance District • evolve environment::architecture • Headwaters Community Housing Trust • Hennebery Eddy Architects • HRDC • Kalani Cowles • Love Schack Architecture Inc. • MFGR Designs • Random Acts of Silliness • Verge Theatre 33 APPENDIX • Example Public Participation Plan, Centennial, CO HOUSING STUDY AND POLICY DEVELOPMENT: PUBLIC PARTICIPATION PLAN April 2022 ABOUT THE PROJECT Centennial NEXT—the City’s framework for future growth and development—highlights key opportunities for expanded housing options in different areas of Centennial. Since the Plan was adopted in 2018, housing cost and availability have become a major focus in Centennial and throughout the region. Two phases of work emerged in response: Phase 1: Research and Discovery In 2021, City Council set out to explore housing cost and availability in Centennial with the intent to advance the understanding of the entire spectrum of housing issues in the City, define the various needs for housing, and identify priorities to potentially inform future policy. Over the course of a year, the City Council—with support from City staff—conducted research, met with local housing experts, and toured peer communities in the region. These efforts helped provide the City with an understanding of the state and regional trends that are influencing the housing demand and the overall market, and the policy and regulatory strategies communities like Centennial are taking in response. Phase 2: Housing Study and Policy Development In 2022, the City initiated a more in-depth Housing Study and Policy Development process (Housing Study) to expand research efforts and engage the community in a discussion about possible policy options that Centennial is considering implementing to increase housing options and address affordability concerns. The project is being managed by a project team comprised of City staff from Community Development, Communications, and the City Manager’s Office with support from a consultant team, led by Colorado-based Clarion Associates, in partnership with Root Policy Research. The process is anticipated to take one-year to complete and will include three major milestones: • Community Housing Needs Assessment • Public Engagement on Housing Strategies and Development of Housing Policy • Land Development Code (LDC) modifications and other policy action PUBLIC PARTICIPATION PLAN | APRIL 2022 CITY OF CENTENNIAL HOUSING STUDY AND POLICY DEVELOPMENT 2 ROLE OF THE PUBLIC PARTICIPATION PLAN The Housing Study is a major undertaking that prioritizes community input and collaboration among a wide range of community stakeholders. This Public Participation Plan (PPP) provides a summary overview of the City’s approach to public engagement throughout this process. The PPP outlines a detailed strategy to: • Establish (and maintain) open lines of communication; • Provide broad and inclusive opportunities for engagement; and • Foster productive and fair dialogue and creative problem-solving. Public engagement strategies will vary depending on the types of information being considered and the level of stakeholder input needed at each stage of the process. This PPP includes the following sections: 1) a list of community stakeholders that will be targeted; 2) an overview of the formal groups that will meet regularly during the Housing Study process; 3) a communications strategy to help get the word out about the process and various input opportunities; and 4) a calendar of anticipated events and input opportunities associated with major project milestones. COMMUNITY ENGAGEMENT OBJECTIVES • Facilitate an inclusive and transparent process • Ensure the voices of underrepresented groups are represented • Offer multiple ways for people to weigh in at each decision point • Educate participants as to why housing policy is important for Centennial • Make housing policy and development code concepts accessible to all PUBLIC PARTICIPATION PLAN | APRIL 2022 CITY OF CENTENNIAL HOUSING STUDY AND POLICY DEVELOPMENT 3 COMMUNITY STAKEHOLDERS Community stakeholders listed will be kept informed throughout the process using a range of communication tools and methods specified, as outlined on page six of this PPP. Community stakeholders for the Housing Study include both technical experts that are familiar with and use the Land Development Code (LDC) regularly—and those that may be less familiar, but may have an interest in the implementation of Centennial NEXT and housing issues that are impacting them directly. Targeted stakeholders and community groups that will be engaged as part of the Housing Study include: • Age-in-place advocates • Business owners and organizations • College students • Families with young children • Housing organizations, non-profits, and advocacy groups • Homebuilders, developers, architects, and others with experience in both an infill and greenfield development context • Neighborhood groups (representing all Districts of Centennial) • Public sector employees (e.g., teachers, firefighters) • Traditionally underrepresented groups (e.g., retail, restaurant, and service industries) • Young professionals Formal engagement will occur through the four types of groups outlined below. Informal engagement opportunities for the community-at-large will be offered both online and in-person throughout the process, as outlined in the Opportunities for Input section beginning on page nine of this PPP. Because housing cost and availability is a regional issue, community engagement efforts will not be limited to current residents of Centennial. GROUPS IN THE PROCESS Four formal groups/types of groups will be convened over the next year to help guide the Housing Study process: the Core Team, the Working Group, Focus Groups, and Centennial elected and appointed officials. A description of each group’s role, composition, and general meeting parameters is provided below: Core Team The Core Team is comprised of City staff from Community Development, Communications, and the City Manager’s Office, and consultant team members from Clarion Associates and Root Policy PUBLIC PARTICIPATION PLAN | APRIL 2022 CITY OF CENTENNIAL HOUSING STUDY AND POLICY DEVELOPMENT 4 Research. The Core Team will assist with overall project coordination and scheduling, and will be responsible for providing the technical review of all interim work products; providing detailed or department-specific knowledge of specific conditions, issues, or concerns; introducing ideas for consideration; responding to department-specific questions; and considering the enforceability and administrative effort required by proposed changes. The Core Team will meet bi-weekly, or as needed, throughout the process. Core Team members will also work closely with consultant team members to execute this PPP. Working Group A 10-person Working Group will serve as a sounding board for the Core Team. The Working Group is intended to represent a balance of technical and community-oriented interests, as outlined in the discussion of community stakeholders above. The role of the Working Group will be to: • Review and assist in vetting major policy options (based on the results of the Community Housing Needs Assessment) before they are rolled out to the broader public; • Review and provide feedback on proposed revisions to the LDC; • Serve as a liaison to representative interest groups—promoting awareness and understanding of proposals that emerge from the process; and • Communicate the Housing Study process to stakeholders While Committee members will not vote or have veto power over proposed revisions recommended by the Core Team, their opinions will be shared with Centennial elected and appointed officials. Working Group meetings will be held in person and a meeting summary will be posted on the project webpage. Working Group members include: • Christine Sweetland - Council Member • John Scales - Planning and Zoning Commission Member • Don Sheehan - Senior Commission Council Liaison • Corey Reitz - South Metro Housing Options (pending) • Affordable Housing Developer [to be added] • Shelby Foster - South Metro Denver Realtors Association • Liana Escott - Arapahoe County Housing and Community Development/Arapahoe/Douglas Works! • Tom Brook - Denver South • Andrew Spaulding - Centennial Resident PUBLIC PARTICIPATION PLAN | APRIL 2022 CITY OF CENTENNIAL HOUSING STUDY AND POLICY DEVELOPMENT 5 Focus Groups Focus groups with traditionally underrepresented groups will be held early in the Housing Study process to help inform the Housing Needs Assessment. Focus groups will consist of groups of up to 10 residents. The goal of the resident focus groups is to engage traditionally underrepresented groups in the process and ensure their needs are reflected in recommendations that emerge from the Housing study. Based on organizational contacts available and demographics of the City, the following were identified as traditionally underrepresented groups: • Low income families • Hispanic workers • Seniors • People with disabilities Focus group participants will be identified through local service providers, faith-based organizations, employers, and others who work directly with traditionally underrepresented groups in the City of Centennial. Participants will be paid a modest stipend. Elected and Appointed Officials The Core Team will provide updates to the City Council and Planning & Zoning Commission at key points during the process to keep elected and appointed officials informed about potential changes, to seek guidance on potential policy choices and potential tools to implement them, and proposed updates to the LDC. City Staff will also provide brief updates on the Housing Study to both bodies at regular work sessions. PUBLIC PARTICIPATION PLAN | APRIL 2022 CITY OF CENTENNIAL HOUSING STUDY AND POLICY DEVELOPMENT 6 COMMUNICATION TOOLS A variety of tools will be used to keep the public informed about the Housing Study and to advertise public events and input opportunities. Updates and notifications will generally coincide with major project milestones; generally, each time a major deliverable is made available for public review or approximately two weeks in advance of public meetings, events, or input opportunities. Primary methods of communicating with the public about the Housing Study are anticipated to include, but not be limited to: PROJECT WEBPAGE COMMUNICATION OBJECTIVES RESPONSIBILITY • Provide general project information • Advertise upcoming meetings and engagement opportunities • Provide access to interim work products, presentations, and other project-related materials • Provide answers to Frequently Asked Questions • Provide a means for submitting comments or questions at any time during the project • Allow interested parties to sign up to receive periodic e-mail updates about the project • Clarion will provide initial content for the webpage, suggested updates to content monthly (or as needed), and materials and work products to be posted online • City staff will maintain a dedicated webpage at: centennialco.gov/Government/City-Projects-and- Initiatives/Housing • City staff will manage comments and e-mail addresses received SOCIAL MEDIA COMMUNICATION OBJECTIVES RESPONSIBILITY • Advertise upcoming meetings and available documents for public review • Expand awareness of public meetings and events • Direct community to online engagement activities • Highlight participation in community events and activities • Clarion will develop brief talking points to highlight overall project progress, key questions for discussion, and opportunities for input • City staff will craft and disseminate posts on different forums, as appropriate PUBLIC PARTICIPATION PLAN | APRIL 2022 CITY OF CENTENNIAL HOUSING STUDY AND POLICY DEVELOPMENT 7 E-MAIL BLASTS/ NEWSLETTERS/PRESS RELEASES COMMUNICATION OBJECTIVES RESPONSIBILITY • Provide brief updates on the project to interested parties and meeting attendees • Advertise upcoming meetings and engagement activities through a variety of methods (i.e., e- mail blasts, newsletters, and/or press releases to local newspaper outlets such as the Centennial Citizen) • Clarion will draft content for City approval that can be adapted to a variety of formats • City Staff will approve final content and distribute as appropriate HAVE YOUR SAY CENTENNIAL! COMMUNICATION OBJECTIVES RESPONSIBILITY • Provide brief updates on the project to interested parties and meeting attendees • Advertise upcoming meetings and engagement activities Provide access to project-related consultations (i.e., opportunities to provide input on one- pagers about individual strategies) • Clarion will draft content for City approval • City Staff will post content and establish project- related consultations as appropriate PUBLIC PARTICIPATION PLAN | APRIL 2022 CITY OF CENTENNIAL HOUSING STUDY AND POLICY DEVELOPMENT 8 OPPORTUNITIES FOR INPUT The tentative timing of meetings and other opportunities for public input in the Housing Study process are outlined below. Specific meeting dates and input opportunities will be added to the ‘Have Your Say Centennial’ page on the City’s website as the process progresses. Input opportunities will be adjusted as necessary during the process to ensure they are achieving the stated objectives. PARTICIPATION OBJECTIVES OPPORTUNITIES FOR INPUT 1: COMMUNITY HOUSING NEEDS ASSESSMENT (FEBRUARY 2022 – MAY 2022) • Introduce the Housing Study process and build awareness of the housing work that’s been completed to-date • Educate the public about why housing policy is important for Centennial’s future • Seek input on housing issues that matter to community stakeholders March Working Group #1 • Purpose: Introduce project/present basic housing information/request input for Focus Group contacts and Stakeholders • Timing: March 28 Newsletter/e-blast #1 • Purpose: Introduce the project; encourage public to sign up for updates • Timing: Week of April 11 (following Working Group Meeting) Newsletter/e-blast #2 • Purpose: Housing 101 blurb/question of the week • Timing: Week of April 18 April Focus groups/interviews groups • Purpose: Gain an understanding of the housing needs of underrepresented groups • Timing: April • Review preliminary data and findings from market analysis and focus groups/interviews • Engage representatives from neighborhood groups in all Districts of Centennial, as well as the community-at-large Working Group #2 • Purpose: Overview of preliminary findings • Timing: April 25 May Newsletter/e-blast #3 • Purpose: Housing 101 blurb/question of the week; Advertise first community meeting • Timing: Week of May 2 City Council and Planning & Zoning Commission Update #1 • Purpose: Provide overview of preliminary findings/update on PUBLIC PARTICIPATION PLAN | APRIL 2022 CITY OF CENTENNIAL HOUSING STUDY AND POLICY DEVELOPMENT 9 PARTICIPATION OBJECTIVES OPPORTUNITIES FOR INPUT process generally • Timing: May 9 – Joint Work Session with PZC Newsletter/e-blast #4 • Purpose: Advertise first community meeting (reminder) • Timing: Week of May 16 Community Meeting #1 (In-Person) • Purpose: Provide an opportunity for neighborhood groups and interested community members to learn about the process and provide input on Centennial’s housing needs. • Timing: May 17 2: COMMUNITY HOUSING STRATEGIES (MAY 2022 – AUGUST 2022) • In-depth review and vetting of potential housing strategies that match identified housing needs • Identify preferred set of housing strategies • Target outreach to areas and groups that are most likely to be impacted by proposed strategies May Newsletter/e-blast #5 • Purpose: Announce release of Community Housing Needs Assessment • Timing: Week of May 30 (after Community Meeting) Working Group #3 - First Round of Strategy Review • Purpose: Refresher on housing needs; review three strategies to gauge levels of support. • Timing: May 23 June City Council and Planning & Zoning Commission Update #2 • Purpose: Provide update on strategy review and process generally • Timing: June 6 CC – June 8 PZC Newsletter/e-blast #6 and online input opportunity • Purpose: Strategy 101 and invitation to weigh in on first round of strategies; reminder that public is invited to listen in on Working Group meetings • Timing: Week of June 6 Working Group #4 - Second Round of Strategy Review • Purpose: Review three strategies to gauge levels of support; Review results of online input opportunity • Timing: June 27 July City Council and Planning & Zoning Commission Update #3 • Purpose: Provide update on strategy review and process generally PUBLIC PARTICIPATION PLAN | APRIL 2022 CITY OF CENTENNIAL HOUSING STUDY AND POLICY DEVELOPMENT 10 PARTICIPATION OBJECTIVES OPPORTUNITIES FOR INPUT • Timing: July 11 CC – July 13 PZC Newsletter/e-blast #7 and online input opportunity • Purpose: Strategy 101 and invitation to weigh in on second round of strategies; reminder that public is invited to listen in on Working Group meetings • Timing: Week of July 11 Working Group #5 – Third Round of Strategy Review • Purpose: Review three strategies to gauge levels of support; Review results of online input opportunity • Timing: July 25 Newsletter/e-blast #8 and online input opportunity • Purpose: Strategy 101 and invitation to weigh in on third round of strategies; invitation to second Community Meeting • Timing: Week of July 25 (after Working Group #5) August City Council and Planning & Zoning Commission Update #4 • Purpose: Provide update on strategy review and process generally • Timing: August 29 Joint Work Session with PZC – (Pending approval) Community Meeting #2 • Purpose: Provide update on strategy review and process generally; seek input on strategies, with an emphasis on those that the Working Group has not reached agreement on (and/or those that have been the most controversial); engage CenCON members in areas of Centennial that will be most directly impacted by strategies • Timing: Week of August 8 3: DRAFT POLICY AND CODE CHANGES (AUGUST 2022 – DECEMBER 2022) • Communicate the relationship between proposed LDC changes and the Community Housing Strategies • Seek input on proposed changes to the LDC before the draft is finalized for consideration by the Planning Commission and City Council Working Group #6 • Purpose: Review proposed LDC changes (Round 1) • Timing: August 22 September Newsletter/e-blast #8 • Purpose: Process update and invitation to third Community Meeting • Timing: Week of September 12 (after Working Group #5) PUBLIC PARTICIPATION PLAN | APRIL 2022 CITY OF CENTENNIAL HOUSING STUDY AND POLICY DEVELOPMENT 11 PARTICIPATION OBJECTIVES OPPORTUNITIES FOR INPUT • Target outreach to areas and groups that are most likely to be impacted by proposed strategies Working Group #7 • Purpose: Review proposed LDC changes (Round 2) • Timing: Week of September 19 City Council and Planning & Zoning Commission Update #5 (Joint meeting) • Purpose: Review Public Draft of proposed Policy and Code Changes (Round 1) • Timing: October 24 – Joint Work Session with PZC (Pending approval) Community Meeting #3 and online input opportunity • Purpose: Review Public Draft of proposed Policy and Code Changes • Timing: Week of October 3 October Working Group #8 • Purpose: Refine proposed LDC changes based on community input received (Round 3) • Timing: October 24 Working Group #9 • Purpose: Refine proposed LDC changes based on community input received (Round 4) • Timing: November 28 December City Council and Planning & Zoning Commission Update #6 (Joint meeting) • Purpose: Review Public Draft of proposed Policy and Code Changes (Round 2) • Timing: December 12 CC (pending) – December 14 PZC (confirmed) 4: POLICY AND CODE ADOPTION SUPPORT (JANUARY 2023 – FEBRUARY 2023) • Build public awareness of the key elements of the proposed LDC changes and the relationship to the Community Housing Strategies • Provide an opportunity for public comment on the adoption draft of the proposed changes to the LDC January Newsletter/e-blast #10 • Purpose: Process update and adoption timeline • Timing: Week of January 2 City Council study session • Timing: January 16 Planning & Zoning Commission study session • Timing: January 25 PUBLIC PARTICIPATION PLAN | APRIL 2022 CITY OF CENTENNIAL HOUSING STUDY AND POLICY DEVELOPMENT 12 PARTICIPATION OBJECTIVES OPPORTUNITIES FOR INPUT February Newsletter/e-blast #11 • Purpose: Process update and adoption timeline • Timing: Week of January 30 Planning & Zoning Commission public hearing • Timing: February 8 City Council public hearing • Timing: Week of February 20 5: ASSISTANCE WITH GRANT APPLICATION (FEBRUARY 2023 – MARCH 2023) • Keep the public informed about next steps following the adoption of LDC updates Variety of communication tools; 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