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Home My WebLink AboutCRSA Bozeman Neighborhood District Proposal_CRSA electronic submissionA SECTION A: TABLE OF CONTENTS BOZEMAN RESPONSE TO REQUEST FOR PROPOSALFOR PROFESSIONAL SERVICES TO CONDUCT AN EVALUATION OF BOZEMAN’S NEIGHBORHOOD CONSERVATION OVERLAY DISTRICT AND ITS EFFECT ON AFFORDABLE HOUSING, URBAN RENEWAL HISTORIC PRESERVATION AND RESIDENTIAL INFILL TABLE OF CONTENTS . . . . . . . . . . . . . . . . . . . SECTION A COVER SHEET . . . . . . . . . . . . . . . . . . . . . . . . . . SECTION B PROJECT SUMMARY . . . . . . . . . . . . . . . . . . . . SECTION C COMPANY DESCRIPTION/CAPABILITY . . . . SECTION D INFORMATIONAL CONTENT . . . . . . . . . . . . . SECTION E REFERENCES . . . . . . . . . . . . . . . . . . . . . . . . . . SECTION F COST . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SECTION G OUTLINE OF SERVICES . . . . . . . . . . . . . . . . . . SECTION H FORMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . SECTION I B BOZEMAN SECTION B: COVER SHEET RESPONSE TO REQUEST FOR PROPOSALFOR PROFESSIONAL SERVICES TO CONDUCT AN EVALUATION OF BOZEMAN’S NEIGHBORHOOD CONSERVATION OVERLAY DISTRICT AND ITS EFFECT ON AFFORDABLE HOUSING URBAN RENEWAL HISTORIC PRESERVATION AND RESIDENTIAL INFILL BOZEMAN SECTION C: PROJECT SUMMARY C January 15, 2015 Wendy Thomas Director of Community Development City of Bozeman 121 North Rouse Ave Bozeman, MT 59771 Re: RFP Response Professional Services to Conduct an Evaluation of Bozeman’s Neighborhood Conservation Overlay District and its Effect on Affordable Housing, Urban Renewal, Historic Preservation and Residential infi ll. Dear Wendy and Selection Committee, The City of Bozeman is a vibrant growing community with established, stable neighborhoods in in its central core. Having implemented a proactive planning effort in 1991 to stabilize historic neighborhoods, Bozeman has successfully conserved commercial and residential neighborhoods within the Neighborhood Conservation Overlay District. Over time this success has sent signals to the markets supporting increased land values, necessitating a new review of the NCOD and its effects on affordable housing and neighborhood re-investment. CRSA is a multidisciplinary design and planning fi rm with experience collaborating with dozens of communities in the Intermountain West. Our professional staff of Urban Planners, Historic Preservationist, Architects and Economic Analysts has the experience to provide the required services to the City of Bozeman. Supporting our team is Susie Becker with Zions Bank Public Finance. ZBPF will provide technical, economic market analysis to guide the planning process. Our attached proposal outlines the key individuals who will provide the professional services requested, developing a review of the NCOD and how it may function in the future. Our project process will begin with detailed existing data analysis to support developing a baseline scenario, or likely future development patterns under status quo regulations. CRSA will collaborate with the community and key stakeholders in a rich public outreach process to develop an understanding of preferred alternative scenarios. CRSA utilizes the Asset Based Community Design process (ABCD) for these tasks, seeking to focus on community recognized assets as the basis for the recommendations of the planning effort. The future visioning will be built upon the understanding of the baseline data, alternative scenario input, as well as identifi ed community assets and will result in a recommendation for the future of the NCOD. We have experience crafting programs to address the specifi c concerns in Bozeman and we look forward to the opportunity to discuss them further with you. A more robust listing of our team’s qualifi cations and past projects is found in the enclosed information, including references for your review. Please contact us if you have any questions. Sincerely, Allen Roberts, AIA J. Kelly Gillman, ASLA, AICP Senior Principal Senior Principal Historic Preservation Studio Lead Site Studio Lead PROJECT SUMMARYC: BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION3 BOZEMAN SECTION D: COMPANY DESCRIPTION/CAPABILITY D CRSA has been an integral part of community building throughout the Western Mountain Region since 1975. With offices in Utah and Idaho, and licenses in twelve states, we are working to make communities, campuses, and neighbor- hoods better places to live, learn, work, and play. Our staff of 64 professionals brings a solid background of capabilities to many project types. We continue to expand our body of creative and innovative work in the areas of higher education, government, and libraries, as well as residential, mixed-use, office projects, urban design, community and institutional planning, historic preserva- tion, and the design of civic, commercial, cultural, and religious projects. CRSA provides customized and responsive Urban Planning, Historic Preserva- tion, Architectural Design, and Economic Analytics. Our planning focus is based on a fundamental approach to problem solving: each unique problem deserves a unique solution. Our highly collaborative, charette-driven Asset Based Community Development (ABCD) public outreach planning process brings together people and ideas from many backgrounds, and facilitates innovation and creativity through visualization of varied solutions. CRSA is a leader and advocate for sustainable communities. Our work focuses on infill and revitalization stable neighborhood preservation, and maintaining a high quality of life through economic and cultural diversity. Projects completed by CRSA are among the most noted and awarded urban and architectural design work by organizations such as the American Planning Association, the American Institute of Architects, the American Society of Landscape Architects, The Trust for Historic Preservation, and the Urban Land Institute. CRSA has received more than 140 awards for the design excellence of its projects. ZIONS BANK PUBLIC FINANCEZIONS BANK PUBLIC FINANCE Zions Bank Public Finance (ZBPF) is comprised of a team of twenty-one profes- sionals committed to providing unparalleled service to municipal entities, local districts, government agencies and private clients throughout Utah and Idaho. Over the past decade, Zions has been ranked as the #1 fi nancial advisor in the State of Utah based upon par amount of bonds issued and number of transac- tions. Our clients range from larger entities such as the State of Utah and Utah Transit Authority, to smaller communities located in rural areas. The Municipal Consulting Group, an integral part of ZBPF, is well-known and respected throughout the Intermountain Region for its leadership in economic development, redevelopment, capital facility fi nance planning and fi scal/ economic impacts analysis. CRSA and Susie Becker (now with ZBPF) have collaborated on numerous planning and land use studies where an economic and demographic perspective is involved. Together, we demonstrate a track record of success in preparing comprehensive plans, land use studies, and economic analyses in the Wasatch Front and surrounding Intermountain West region. FIRM INFORMATION CRSA is a C Corporation, founded in 1975, with 17 licensed Architects as well as licensed Planners, Landscape Architects, and Interior Designers across 12 states. FIRM OFFICE LOCATIONS: 649 E South Temple (Lead Offi ce) Salt Lake City, UT 84102 Phone: (801) 355-5915 Fax: (801) 355-9885 151 N Ridge Avenue, Suite 113 Idaho Falls, ID 83402 Phone: (208) 524-4621 Fax: (208) 523-3681 20 N Main Street, Suite 104 St. George, UT 84770 Phone: (435) 673-7362 Fax: (435) 673-7392 FIRM COMPOSITION: 3 Licensed Landscape Architects 3 Certifi ed Planners 17 Licensed Architects 9 Intern Architects & Project Managers 6 Interior Designers 17 CAD Technicians 7 Administrative Offi ce Staff 1 Graphic Designer 63 Total Employees LEED® Accredited Professionals and Green Associates: 13 LEED® Certifi ed Projects: 13 COMPANY DESCRIPTION/ CAPABILITYD: BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION4 Project Name Firm CompleƟ ng Work Project DescripƟ on Client/LocaƟ on Graphic Salt Lake City Design Guidelines and training of ﬁ rst Landmarks Commission Salt Lake City, UT NaƟ onal Register historic district nominaƟ ons South Temple, Avenues, Capitol Hill (all in Salt Lake City), Provo Commercial District, Park City Main Street, Beaver, Spring City, Ogden’s 25thStreet, Eccles Avenue in Ogden, Mt. Pleasant Main Street. Various Park City Design Guidelines and updates grant program, surveys, ITLS, storefront restoraƟ on drawings, endangered buildings study, Recon. Survey and update, preservaƟ on staff consulƟ ng. Park City, UT Ogden’s 25th Street Historic District development NRHP historic district nominaƟ on, storefront restoraƟ on drawings, creaƟ on of LLC and SBA loan program, design guidelines, demoliƟ on ordinance, consultant to City PreservaƟ on Staff . Ogden, UT Parowan Main Street storefront drawings and street improvement plans CRSA completed a citywide preservaƟ on master plan that included evaluaƟ ons and recommendaƟ ons concerning building surveys and designaƟ ons, design guidelines, Main Street development, heritage tourism, preservaƟ on funding, and restoraƟ on recommendaƟ ons for individual buildings. The ﬁ rm also completed restoraƟ on drawings for eight commercial storefronts. Parowan, UT Allen’s Landmarks Commissions experience chairman of Park City, Spring City and Sanpete County Landmarks or Historic District Commissions. Various Mt. Pleasant Historical Downtown Storefronts and Site RehabilitaƟ on Study CRSA prepared facade evaluaƟ ons, as-built drawings, and rehabilitaƟ on/restoraƟ on drawings for 40 historic building elevaƟ ons. The ﬁ rm also completed the design of Main and State Street improvements, a park, parking areas, and related ameniƟ es. Buildings constructed from 1875 to 1920. Mt. Pleasant City, UT Sandy Downtown Planning and ImplementaƟ on For the past 15 years, CRSA has provided planning and design services for several planning and design projects. CRSA has worked closely with the economic development department, planning department, redevelopment agency, and public and private enƟ Ɵ es to help achieve a number of important community goals. Sandy City, UT “Historic Homes of Phoenix” design guidelines and historic district studies CRSA developed overall design guidelines for new construcƟ on and revitalizaƟ on in historic districts in and around downtown Phoenix. The work included preparaƟ on of speciﬁ c design standards for renovaƟ ons and addiƟ ons to the city’s 3,000 historic (primarily residenƟ al) structures in 14 historic districts. City of Phoenix, AZ Lehi historic district studies CRSA was retained to assess the economic development potenƟ al of Lehi City—including redevelopment and downtown revitalizaƟ on markeƟ ng, market analysis including a business park plan, and rodeo grounds site selecƟ on, and implementaƟ on strategies for the urban design/ streetscape, and markeƟ ng and promoƟ on. Lehi, UT The following is a brief description of many of CRSA’s historic preservation and planning projects. Please refer to Section H Phase 4, Project Approach & Schedule, where specifi c project outcomes have been described as they relate to the City of Bozeman project. BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION5 Project Name Firm CompleƟ ng Work Project DescripƟ on Client/LocaƟ on Graphic Farmington Transit Oriented Development Ordinance and RegulaƟ ng Plan When Farmington’s commuter rail staƟ on was constructed, the majority of land adjacent to it was undeveloped. Farmington, which is mostly lower density single-family residenƟ al, developed their ﬁ rst TOD ordinance to encourage a mixture of uses in the staƟ on area, including higher density residenƟ al as well as retail and offi ce uses. Farmington, UT Millcreek 2300 East Speciﬁ c Area Plan CRSA, working with Zions Bank Public Finance and H. W. Lochner Engineering are collaboraƟ ng with Salt Lake County and Wasatch Front Regional Council to develop a plan for the potenƟ al redevelopment of the land use paƩ erns in this neighborhood. Key to the vision is a review of potenƟ al market redevelopment potenƟ al and alternaƟ ve land uses to the core commercial areas. Salt Lake County, UT Kuna Comprehensive Plan The Project scope included an update to the City’s Comprehensive Plan, development of a Capital Improvements Plan, idenƟ ﬁ caƟ on of a future Area of City Impact boundary, and idenƟ ﬁ caƟ on of lands for future acquisiƟ on for parks by the city. Kuna, ID Provo Downtown Redevelopment Planning and ImplementaƟ on CRSA provided consulƟ ng services to the City of Provo for the renovaƟ on and restoraƟ on of 20 historic storefronts on downtown Center Street. The work included detailed research and working drawings for storefront restoraƟ ons as well as design guidelines and urban design for downtown redevelopment. Provo, UT Elko General Plan Update and RDA Plan Elko, Nevada’s downtown area has undergone dramaƟ c changes in the last quarter century, and the City and local residents are visioning about its future. Elko, NV American Fork Main Street Vision The goal was to maintain a sense of idenƟ ty and vibrancy in the 100-year-old corridor of commerce and residenƟ al use, and to provide guidance for long-range transportaƟ on planning. American Fork, UT Centerville Main Street Plan CRSA was retained to review current land uses and development paƩ erns along Main Street and to make recommendaƟ ons regarding future land use and the overall Main Street environment. Centerville, UT Madison County Idaho Plan CRSA work includes an update to the County’s Comprehensive Plan, which steers development toward the ciƟ es, historic town-site developments, and new master planned communiƟ es. Madison County, ID Herriman Housing Studies (Zions Bank Project) This study met all requirements of Utah law §10-9a-403 regarding aff ordable housing, and also includes a study of “neighborhoods” within the City, a detailed list of housing programs available to communiƟ es, and a plan to overcome any barriers to housing development. Herriman, UT South Jordan Housing Study (Zions Bank Project) The study fulﬁ lled all requirements of Utah law regarding evaluaƟ ng the availability of aff ordable housing within a community, as well as HUD guidelines for aff ordability. South Jordan, UT Rawlins, WY General Plan Update (Zions Bank Project) Our role speciﬁ cally included the chapter on housing which reﬂ ects housing plans and policies designed to allow the community to respond to widely ﬂ uctuaƟ ng needs for housing, depending on changes in demand from the energy industry. Rawlins, WY BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION6 BOZEMAN SECTION E: INFORMATIONAL CONTENT E Wendy Thomas | Director of Community Development Allen Roberts | Sr. Principal/Sr. Preservationist Kelly Gillman | Sr. Principal/Sr. Planner Susie Petheram | Sr. Planner, Analyst/Project Manager Steve Cornell | Sr. Preservationist Donald Buaku | Urban Planner/Illustrator John Ewanowski | Architectural Researcher Susie Becker | Senior Analyst Scott Aylett | Financial Analyst CITY OF BOZEMAN CRSA ZIONS BANK PUBLIC FINANCE Sandy Downtown Planning and Implementation BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION7 INFORMATIONAL CONTENTE: ALLEN ROBERTS, AIA SENIOR PRINCIPAL/SENIOR PRESERVATIONIST CRSA Education Brigham Young University, Bachelor of Science, Art and Design, Architecture Major, 1973, Cum Laude University of Utah, Graduate Studies in Architectural History and Philosophy, 1975–1978 AIA and the Italian Stone Institute, International Architectural Stone Workshop, Verona, Italy, 2001 License/Registration Architect: Utah, 1984, License # 122478 Professional Affi liations American Institute of Architects Member – AIA Capitol City Committee Advisory Board – National Trust for Historic Preservation Chairman – Park City and Sanpete County Historic District Commissions Chairman – Pioneer Trail State Park Advisory Board Board—Executive Committee – Utah Endowment for the Humanities Representative – Salt Lake Association of Community Councils Member, Consultant – Utah Heritage Foundation Board Executive Committee – Cornerstone (architectural preservation) Board – Leonardo Museum of Art, Culture, and Science Board – Salt Lake Arts Center Board and Executive Committee – Utah Endowment for the Humanities Experience • Park City Historic Structures Report, Park City, UT • Park City Main Street Storefront Restoration Drawings for 17 Buildings, Park City, UT • Ogden 25th Street – Historic Commercial/Retail Building Restorations, Ogden, UT • Parowan 22 Storefront Restoration Plans, Parowan, UT • Pocatello 26 Storefront Restoration Plans, Pocatello, ID • Mt. Pleasant 40 Storefront Restoration Plans, Mt. Pleasant, UT • Sandy 8 Storefront Restoration Plans, Sandy, UT • Author of “Historic District Design Guidelines”, City of Phoenix, Arizona, (approximately 3,000 sites) • Chesterfi eld Historic Preservation Plan, Chesterfi eld, ID • American Fork City Hall Feasibility Study and Restoration/ Renovation, American Fork, UT • Liberty Park Master Plan and Building Evaluations, Salt Lake City, UT • Red Star Flourmill Historic Village Master Plan, American Fork, UT • This Is The Place Heritage Park Master Plan, Salt Lake City, UT • Utah State Capitol Building and Grounds Restoration Master Plan and Historic Structures Report, Salt Lake City, UT • Wendover Historic Airfi eld Master Plan, Building Evaluations, and Historic Structures Report, Wendover, UT • Antelope Island State Park Visitor Center Master Plan and Facility Programming, Davis County, UT • Fort Douglas Museum Master Plan, Needs Assessment, Programming, Renovation, and Addition, University of Utah • Utah Military Museum Master Plan and Design, Tooele, UT Allen Roberts, AIA, was a founding partner of CRSA in 1976 and is currently Vice President of the fi rm. During his 42-year career, he has specialized in historic building documentation, planning, and the design of literally hundreds of historic building renovations and restorations, as well as many new construction projects. More than 90 of his building projects have received awards for design and preservation excellence. He has designed the restoration/renovation of over 200 projects listed on the National Register of Historic Places. Allen has worked extensively with communities throughout Utah and the Western States in the restoration and redevelopment of signifi cant historic buildings that span virtually all project sizes and types. BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION8 J. KELLY GILLMAN, ASLA, AICP SENIOR PRINCIPAL/SENIOR PLANNER CRSA Education Master of Business Administration, Gore School of Business, Westminster College, 2007 Bachelor of Liberal Arts, Department of Landscape Architecture and Environmental Planning, Utah State University, 1999 Licenses and Certifi cations Landscape Architect: Utah, 2001 Landscape Architect: Wyoming, 2005 Landscape Architect: Idaho, 2009 Landscape Architect: Colorado, 2013 CLARB Certifi cation, 2003 American Institute of Certifi ed Planners, 2006 Bureau of Land Management National Training Center, Visual Resource Management, 2008 Professional Affi liations American Society of Landscape Architects, Utah Chapter Trustee American Planning Association Advisory Board Member, Department of Landscape Architecture and Environmental Planning, Utah State University Kelly Gillman is a Senior Planner and Landscape Architect with CRSA. will provide support with the consensus building/public facilitation process. His experience in graphic/visual communications and design will enhance the process of effectively generating ideas and clearly communicating the end result. In addition to his communication skills, Mr. Gillman will provide expertise in site planning and design. His experience and training in this area, as well as in regional and urban planning will help to develop and implement innovative design solutions. Experience • Sandy Downtown Master Plan and Design Guidelines, Sandy, UT • Lehi City General Plan, Lehi, UT • Millcreek 2300 East Small Area Plan, Salt Lake County, UT • Kuna Comprehensive Plan, Kuna, ID • Provo Downtown Strategic Plan, Provo, UT • Elko Master Plan, Elko, NV • American Fork Main Street Vision, American Fork, UT • Madison County Comprehensive Plan and Unifi ed Development Code Update, ID • Taylorsville 5400 South/Redwood Road Plan, Taylorsville, UT • Harrisville Master Plan & Site Utilities, Harrisville, UT • Pindale Housing Development Master Plan • Paiute Indian Tribe Springdale Master Plan, Springdale, UT • Santaquin City Master Plan Mapping, Santaquin, UT • Sugar House Business District Master Plan, RDA of SLC, Salt Lake City, UT • West Valley City Center Master Plan and Design Guidelines, West Valley, UT • Cottonwood Heights General Plan, Cottonwood Heights, UT • Murray General Plan, Murray, UT • Nibley City General Plan Update, Nibley, UT • North Logan-Cache County TDR/Sensitive Lands Plan, Logan, UT • Parley’s Way Corridor Plan, Salt Lake City, UT • Rexburg Comprehensive Plan & Code Update, Rexburg, ID • Roy Transit Oriented Development Illustrative Plan, Roy, UT • The Cooperative County Plan, Salt Lake City, UT • Wasatch Hollow Open Space Management Plan, Salt Lake City, UT • West Bountiful General Plan Update, West Bountiful, UT BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION9 SUSAN PETHERAM, AICP SENIOR PLANNER, ANALYST/PROJECT MANGER CRSA Experience • Lehi Economic Development Strategic Plan, Lehi, UT • Farmington Downtown Master Plan Revision, Farmington, UT • Millcreek 2300 East Small Area Plan, Salt Lake County • Elko Urban Design Overlay, Elko, NV • Centerville Main Street Master Plan and Ordinance, Centerville, UT • Murray General Plan Update, Murray, UT • Salt Lake County Townships General Plan, Salt Lake County, UT • Taylorsville 5400 South/Redwood Road Plan, Taylorsville, UT • Alpine Gateway Historic District Design Guidelines, Alpine, UT • Cooperative County Plan, Salt Lake County, UT • Cottonwood Heights General Plan, Cottonwood Heights, UT • Nephi City General Plan Update, Nephi, UT • West Valley City Downtown Illustrative Plan, West Valley City, UT • South Salt Lake City Strategic Plan, South Salt Lake, UT • Sugar House Business District Design Guidelines and Small Area Plan, Salt Lake City, UT • Sugar House Historic Walking Tour, Salt Lake City, UT • Sugar House Greenway Design, Salt Lake City, UT • West Valley City Downtown Illustrative Plan, West Valley City, UT • West Bountiful General Plan, Bountiful, UT • Lindon City Commercial Design Guidelines, Lindon, UT • Daybreak Commercial Design Guidelines, South Jordan, UT • Farmington Transit Oriented Development Ordinance, Farmington, UT • Fourth North Corridor Development Plan, Logan, UT • Nibley City Commercial Design Guidelines, Nibley, UT Education Ph.D. Candidate in Metropolitan Planning, Policy, and Design, University of Utah Master of City and Metropolitan Planning, University of Utah Graduate Certifi cate in Historic Preservation, University of Utah Bachelor of Arts, Mathematics, Grinnell College Licenses and Certifi cations American Institute of Certifi ed Planners, 2010 Professional Affi liations/Boards American Planning Association Utah APA Programs Committee National Trust for Historic Preservation University of Utah, President’s Sustainability Advisory Board Sugar House Community Council, Vice Chair, 2002–2005 Awards George Smeath Outstanding Student Award, 2001, Utah APA Selected Presentations/Publications Old Urbanism: Sustainability and the Existing Urban Form – Salt Lake Sustainable Building Conference, 2010 TOD Around Commuter Rail: Putting the Right Tools in Place – Rail-Volution Conference, Oct. 2009, Boston, MA The Sugar House Business District: Heart of a Walkable Community – Utah State Historical Society Susie Petheram began her career as a planner following a decade as a medical researcher and analyst. She has been with CRSA since 2002, and has served as project manager on several projects that focus on the analysis, planning, and design of downtown commercial areas and historic neighborhoods. She works with communities to identify important historic and cultural resources that can contribute to a preservation-based revitalization effort. Susie served as a Vice-Chair for the Sugar House Community Council for three years and is also the director of the Sugar House Historical Society, where she has been involved in grant-writing and project development. Susie has a liberal arts background and possesses excellent facilitation skills for projects requiring extensive public input and multiple-agency coordination. BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION10 STEVE CORNELL, LEED® AP SENIOR PRESERVATIONIST CRSA Education Master of Architectural History, University of Virginia, Charlottesville, VA, 2009 Master of Architecture, Degree and Certifi cate in Historic Preservation, University of Virginia, Charlottesville, VA, 2005 Bachelor of Science, Exercise Science, Brigham Young University, Provo, UT, 1999 Associate of Science, General Science, Utah Valley State College, Orem, UT, 1997 Licenses and Certifi cations LEED® Accreditation, 2006 Professional Affi liations Trustee – Utah Heritage Foundation, 2010–Present Member – South Salt Lake Planning Commission, May 2009–Present Chair – Historic Properties Committee, Utah Heritage Foundation, August 2006–Present Member – Board of Trustees, Main Street American Fork, Inc., Nov. 2007–Present Raven Society Member, University of Virginia, 2003–Present Steve Cornell is a Preservation Project Manager whose role is coordinating all the elements of projects with a historic focus, to ensure that each complements the other and works in holistic harmony with the interiors of the building, and where applicable, with surrounding structures. Steve’s recent work includes the Ogden High School Remodel, the New Sheridan Hotel Renovation in Telluride, Colorado, and the Major Downey and Wattis Historic Mansion Remodels. The Major Downey offi ce adaptive reuse project was recently featured in the March, 2008 issue of Popular Science Magazine as one the 50 most innovative projects in the United States for an integrated design solution for the building heating and cooling systems. Experience • Park City Historic Surveys & Evaluations, Park City, UT • Comprehensive Historic Preservation Report, University of Virginia – Reconnaissance–Level Survey of 150 historic buildings • Historic Register Nomination Report – Survey of 150 historic buildings for inclusion in the Appomattox, Virginia, Historic District • Layton Railroad Depot Historic Structures Report, Layton, UT • Historic Wendover Airfi eld Master Plan, Building Evaluations, and Historic Structures Report, Wendover, UT • Historic Midway Town Hall Seismic Upgrade and Auditorium Renovation, Midway, UT • Historic Coalville Library/Health Center Seismic Upgrade and Restoration, Coalville, UT • Historic New Sheridan Hotel Seismic Upgrade and Renovation, Telluride, CO • Historic American Fork City Hall Renovation/Restoration, American Fork, UT • Historic Odd Fellows Hall Relocation, Seismic Upgrade, and Facade Restoration, Salt Lake City, UT • Historic Major George Downey Mansion Renovation, Salt Lake City, UT • Historic Fitzgerald House Restoration and Addition, Draper, UT • Historic Knight Block and Gates Snow Facade Restorations, Provo, UT • Historic E.O. Wattis House Restoration/Renovation, Ogden, UT • Historic Ogden High School Preservation Assessment, Ogden, UT • Historic Frank E. Moss Courthouse Modernization Feasibility Study, Salt Lake City, UT • Historic Camp Williams Offi cers’ Club Historic Structures Report, Bluffdale, UT BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION11 DONALD BUAKU, AICP URBAN PLANNER/ ILLUSTRATOR CRSA Experience • Farmington Transit Oriented Development, Farmington, UT • Millcreek 2300 East Small Area Plan, Salt Lake County • Kuna Comprehensive Plan, Kuna, ID • Provo Downtown Strategic Plan, Provo, UT • Elko Master Plan Update and Downtown Redevelopment, Elko, NV • American Fork Main Street Vision, American Fork, UT • Madison Co. Unifi ed Development Code Update, Madison County, ID • Murray General Plan Update, Murray, UT • Salt Lake County Township Plan, UT • Taylorsville 5400 South/Redwood Road Plan, Taylorsville, UT • 9 Line Corridor Master Plan, Salt Lake City, UT • Pleasant Grove Bicycle Master Plan, Pleasant Grove, UT • Logan–Cache Airport Master Plan, Logan, UT • West Lake Vision Long-Range Plan, Western Utah County, UT • Tooele Economic Development Plan, Tooele, UT • Salt Lake City Redevelopment Agency Projects, Salt Lake City, UT • Salt Lake City RDA Downtown Streetcar Study, Salt Lake City, UT • Sugar House Streetcar Corridor Study – Salt Lake City RDA, UT • Utah State Fairpark Conceptual Drawings, Salt Lake City, UT • Murray Cottonwood Street Extension Environmental Assessment, Salt Lake County, UT Education Master of Urban Planning, Master of Urban Design, and Graduate Certifi cate in Museum Studies, University of Michigan, Ann Arbor Post Graduate Diploma in Architecture, KNUST, Kumasi, Ghana Bachelor of Science in Architecture, KNUST, Kumasi, Ghana Certifi cation American Institute of Certifi ed Planners, #025034, 2011 Professional Affi liations American Planning Association Ghana Institute of Architects Donald Buaku joined CRSA in 2008 as a Community Planner and urban Designer. He has since played a critical role in the development of plans ranging from campus and downtown revitalization plans to community and county-wide comprehensive plans. He is a skilled designer and artist and his sketches and paintings breath life into his projects. Donald is a graduate from the University of Michigan, Ann Arbor, and holds a dual masters degree in Urban Design and Urban Planning as well as a graduate certifi cate in Museum Studies. Donald is also a trained architect from Ghana, and earned a bachelor’s degree and a post graduate diploma in architecture from Kwame Nkrumah University of Science and Technology in Ghana in 2004. He graduated top of his undergraduate class in 2002 in the fi rst class honors division. In 2007 he was named the merit based Charles Moore scholar for the 2007/2008 academic year at the Taubman College of Architecture and Urban Planning at the University of Michigan. BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION12 JOHN EWANOWSKI, ASSOC.AIA ARCHITECTURAL RESEARCHER CRSA Education Master of Architecture, University of Michigan, 2013 Bachelor of Arts, University of Wisconsin, 2009 Certifi cations Environmental Studies, 2009 Professional Affi liations American Institute of Architects Young Architects Forum of AIA Utah Employment History CRSA, Nov. 2013-present KEE Architecture, Madison, WI, May 2011-Jan 2013 Experience • Carson Gulley Commons (with KEE Architecture), preservation and remodeling project of a 1926 refectory building on the University of Wisconsin campus, Madison, WI • Park City Preservation Consulting, Intensive Level Surveys for over four hundred buildings and structures, Park City, UT • Wall Mansion Renovation, building preservation and renovation, Salt Lake City, UT • Kent Fairbanks House, Ephraim, UT • Loveless House Historical Study • Historic Draper Park School Study, Draper, UT • Historic Harrington School Community Arts Center, American Fork, UT • Lear and Lear Attorneys Offi ce Building, Salt Lake City, UT • LDS Business College A/E Services, Salt Lake City, UT • Depot District Technology Center John Ewanowski is a recent graduate and emerging professional in the fi eld of architecture. He is a Utah transplant from the Midwest, where he was educated and began his architecture career as a student intern. His master’s thesis explored the spatial and industrial legacy of Chicago’s Union Stockyards and the impact of the current meat production paradigm on society in rural meatpacking towns in America’s Corn Belt, further designing an architectural intervention that would shape a more heterogeneous, hybrid condition in downtown Marshalltown, IA. More broadly, he is interested in the interface between the discipline of architecture and the rest of society, both in the physical environment and in discourse. Because of this interest, he enjoys both architectural design and historical research on how architecture—both generally as a discipline and in specifi c sites—has shaped the cities and towns of America. BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION13 For the past 20 years, Susie has specialized in economic consulting and planning and has been the lead consultant on some of the largest and most challenging projects in the intermountain region. Susie recently wrote the Economic Best Practices for Salt Lake County that is an integral part of the Cooperative County Plan, created an urban renewal area (URA) which is the largest in the State of Utah for the town of Vineyard (former Geneva Steel Site), testifi ed before the Governor’s Legislative Task Force on economic policies and procedures in Utah and led a team that wrote and was awarded a $5 million HUD sustainability grant for a consortium of government entities along the Wasatch Front including UDOT, UTA, Envision Utah, Salt Lake City, Salt Lake County, the University of Utah and others. SUSAN C. BECKER, AICP SENIOR ANALYST ZIONS BANK PUBLIC FINANCE–MUNICIPAL CONSULTING GROUP Education Master of Business Administration, University of Utah (MBA Ace and Dean’s Scholar Awards) Bachelor of Arts, Humanities, Brigham Young University Public Service, Licenses, & Affi liations Municipal Securities Registered Representative American Institute of Certifi ed Planners (AICP) University of Utah Business School Alumni Association – Board of Directors Urban Land Institute – Mentor Utah Redevelopment Association Utah Economic Alliance Utah League of Cities and Towns – Land Use Task Force WFRC Economic Development Selected Presentations “Downtown Revitalization,” Utah League of Cities and Towns “Basics of Market Analysis,” Main Street Annual Conference “Weathering the Economic Storm,” Utah League of Cities and Towns “The Marriage of CDAs and SAA’s,” Utah League of Cities and Towns “Economics and Planning,” Utah League of Cities and Towns “Economic Development Policies and Practices,” Governor’s Economic Task Force and Utah Economic Alliance Experience • Nibley Capital Facilities Finance Plan • Cache Corridor Strategic Plan (award winning) • Lehi Downtown Revitalization Plan (award winning) • Millcreek Incorporation Feasibility Study • Salt Lake County Regional Public Works Feasibility • Business Expansion and Retention Economic Assessment (BEAR Program) for Legislature • UDOT Region 3 Project Prioritization • Draper/-eBay Fiscal Impacts of Major Development • 50+ Impact Fee Analyses and Capital Facility Plans • South Jordan City Economic Strategic Plan • Lincoln County, WY Economic Plan • Lehi Economic Development Strategic Plan • Elko, NV Recreation Feasibility Study • Sandy City Quid Pro Quo After School Programs • West Valley City Center Market Analysis • Sugar House Streetcar Alternatives Analysis • Syracuse SR–193 EDA • West Utah Lake Vision Plan • Mountain Transportation Corridor Study • Salt Lake County Townships Study • Rexburg, ID General Plan • Madison County, ID General Plan • South Ogden General Plan • Utah Association of Counties Jail Study BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION14 Scott recently graduated with an MPA from the Romney Institute of Public Management at Brigham Young University, with an emphasis in Local Government Management. While at BYU, Scott completed a variety of studies for several municipalities, including Cottonwood Heights, Santaquin, Monticello, West Valley City, and Somerville, MA. Since joining ZBPF, Scott has specialized in economic plans, retail and housing market studies, as well as affordable housing. In addition to extensive analytical skills, Scott also contributes strong skills in GIS analysis to provide in-depth geographic analytics. Before joining ZBPF, Scott interned with Spanish Fork City where he conducted several analyses, including revenue and attendance trends at the City’s water park, business licensing and sales tax revenues, contract analysis of solid waste collection, and implementation of a new curbside recycling program. Furthermore, Scott worked with the Offi ce of Community and Economic Development on numerous development projects, including annexations, zone changes, developments and redevelopments. SCOTT AYLETT FINANCIAL ANALYST ZIONS BANK PUBLIC FINANCE–MUNICIPAL CONSULTING GROUP Education Master of Public Administration, Brigham Young Univeristy Bachelor of Arts, Speech Communications, University of Utah Experience • North Ogden General Plan - Housing • Holladay Master Plan – Affordable Housing and Economic Development • Murray Master Plan - Affordable Housing and Economic Development • Taylorsville Economic Redevelopment Plan and Market Study • Sunset City Economic Plan • South Salt Lake Streetcar Housing Market Study • Utah State Fair Park Study • Orem Economic Plan • Spanish Fork Water Park Study • Spanish Fork Solid Waste Contract Analysis • Spanish Fork Recycling Study • Somerville, MA State Aid Analysis • Cottonwood Heights Transportation and Economic Development Study • West Valley City Personal Property Tax Analysis • Santaquin Recreation Facility Analysis • Monticello Recreation Department Study BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION15 BOZEMAN SECTION F: REFERENCES F F:REFERENCES Park City Preservation Consulting, Intensive Level Surveys for over 400 Buildings and Structures Client: Park City, UT Contact: Anya Grahn Historic Preservation Planner (435) 615-5067 anya.grahn@parkcity.org Thomas Eddington Planning Director (435) 615-5008 thomas.eddington@parkcity. org City Population: 8,000 residents Number of Employees: Not Available Start date: Began work in 1976 End date: Recent project began in 2014 The Park City Preservation Consulting Project is a multi- task investigation into the history of Park City development through various Utah State Historic Preservation Offi ce (SHPO) and National Register of Historic Places (NRHP) guidelines. Task 1 focuses on expanding the outdated boundary of the Main Street National Register Historic District to include some of the historically signifi cant businesses and houses on upper Main Street, while re-evaluating the signifi cance of buildings that were listed in the original 1978 nomination but have been altered. Task 2 is the nomination or amendment of two NRHP listings, Marsac Elementary School (now City Hall) and Park City High School (now the Park City Library). Task 3 includes detailed elevation drawings of seven Main Street businesses based on historical research of these facades. Task 4 is the completion of intensive level surveys (ILS’s) for 59 Main Street properties, following SHPO guidelines for this type of historical building research. Task 5 is the completion of 347 additional ILS’s outside of the Main Street National Register Historic District. Through this project, we have learned a great deal about the people and events that have shaped the former mining camp of Park City into the world-class resort town it is today. Since 1976 CRSA has provided similar preservation services for Park City, including design guideline consulting, the initial Reconnaissance Level Survey of the City, a study of 28 endangered historic structures, numerous storefront restorations, among other projects. Allen Roberts was also the prime mover behind creating the grant program which has so successfully funding scores of restorations citywide. He and the fi rm have also been responsible for the restoration of more than 30 historic buildings in Park City, designed for private sector clients. He also coauthored the most recent Summit County History, including the sections on Park City. In summary, for the past 38 years, CRSA has assisted Park City by providing the kinds of services now being requested by the City. Our familiarity with the City’s historic resources and our long-term commitment to and participation in their preservation will prove invaluable to the City as it administrates and advances its preservation activities. Projects completed by CRSA in the Park City area BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION16 Farmington Downtown Master Plan Revision and Transit Oriented Development Ordinance Client: City of Farmington Contact: David Petersen Community Development Director (801) 451-2383 City Population: 14,000 residents Number of Employees: Not Available Start date: 2007 End date: 2010 CRSA collaborated with Farmington City to update their Downtown Master Plan and their Transit Oriented Development Ordinance. Farmington City’s civic downtown is comprised of three different anchors—the City, Davis County, and Davis School District. Working with a steering committee comprised of citizens, property owners, and representatives from these agencies, CRSA developed solutions to integrate the three civic anchors through the use of common elements and design solutions to enhance the overall experience of being downtown. Mobility into, out of, and through downtown was addressed, especially for pedestrians. The economic goals for downtown were re-established to refl ect changing aspects of the area. The overall character and identity of downtown was focused on creating a gathering place. When Farmington’s commuter rail station was constructed, the majority of land adjacent to it was undeveloped. Farmington, which is mostly lower density single-family residential, developed their fi rst TOD ordinance to encourage a mixture of uses in the station area, including higher density residential as well as retail and offi ce uses. CRSA proposed three components for updating the TOD ordinance. The fi rst was the design of a regulating plan consisting of a street network of major and minor collectors, local roads, and pedestrian pathways. The second was the creation of sub-districts within the TOD zone for a broad range of uses. The third was the development of building form and site envelope standards to provide more predictability for future development projects. The restructure of the ordinance has given Farmington a more concise set of tools for directing the design of future development in their TOD area, and allowing dense and diverse uses to support the commuter rail station area. Farmington Boundary Maps Farmington TOD Regulating Plan BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION17 Centerville Main Street Master Plan and Form-Based Zone Overlay Zone Client: Centerville City, Utah Contact: Cory Snyder, Planning Director (801) 292-8232 csnyder@ccpublicworks.com Number of Employees: Not Available City Population: 16,000 residents Start date: February 2007 End date: August 2007 Centerville selected CRSA to review current land uses and development patterns along Main Street and make future recommendations in a new Main Street Master Plan. After adoption of the Plan, CRSA began development of a new South Main Street Zone, which implements the ideas presented in the Master Plan. This new zone utilizes a form-based approach, regulating building form and orientation rather than focusing on land uses. The Master Plan and the new zone’s accompanying regulating plan identify fi ve distinct districts—each with their own character and look. A series of Lot Types were developed, specifying specifi c formal requirements for building height, permeability, setbacks, and orientation. A variety of Lot Types can occur in each district, giving developers fl exibility and options for their projects. The efforts of Centerville and CRSA on Main Street were recognized in 2009 with an award from the Governor’s Quality Growth Commission and Envision Utah. BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION18 Utah State University Brigham City Campus Master Plan, CHASS and Quad Studies, and Uintah Basin (Vernal) Campus Master Plan Client: Utah State University Contact: Jordy Guth, Project Manager USU Facilities (435) 797-0941 jordy.guth@usu.edu Total Enrollment: 27,000 Student Number of Employees: Not Available Start date: September 2010-Brigham City MP August 2013–CHASS Study June 2013–Uintah Basin MP End date: 2011-Brigham City MP December 2013–CHASS Study March 2014–Uintah Basin MP Brigham City MP: CRSA provided campus master planning services to develop a completely new campus master plan, taking into account the planned development of the campus over the next 100 years. The study included considerations of re-use of existing site facilities and amenities, future enrollment growth, phased campus development, public/private partnerships, and long-term development of a new iconography for the nascent campus. Uintah Basin MP: USU seeks to develop a joint comprehensive master plan for the 132-acre Uintah Basin Regional Campus, composed of the 11-acre Roosevelt campus and the 138-acre Vernal Campus. The two campuses serve the northeast portion of the state, with approximately 900 students and 24 degree programs. CHASS and Quad: The USU Quad District Plan will provide a detailed analysis of the area of the Logan campus from Highway 89 north to Animal Science and Geology, and from Old Main Hill east to the new College of Agriculture Building. The plan is needed to bring together varied and complex needs and demands for space and growth within this particular zone. Brigham City MP Uintah Basin MP CHASS and Quad BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION19 Elko Master Plan Update Client: City of Elko Contact: Rick Magness City Planner (775) 777-7160 rmagness@ci.elko.nv.us City Population: 16,000 residents Number of Employees: Not Available State Date: August 2009 End date: May 2011 CRSA completed an update to the City of Elko’s Master Plan. Located along I-80 between Reno and Salt Lake City, this historic railroad stop had grown into a close-knit community of 16,000 residents. Elko has an active arts and culture community, and is home to one of the West’s premier Cowboy Poetry festivals, as well as an annual Basque culture festival. The Master Plan update blended and integrate this “New West” culture appropriately, into the community’s traditional values. The Master Plan update includes an update of the Land Use, the Streets and Trails, and Parks and Open Space elements, in addition to a new Arts and Culture element. Public outreach efforts for this project have included some innovative ideas including social media, an interactive project blog, and an interactive online map that allows the public to add comments graphically. BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION20 BOZEMAN SECTION G: COST G COSTG: The following budget outlines the fees required for the CRSA team to complete the project as outlined. The summary outlines the planning effort by team CRSA team members and includes a breakdown of expenses, including travel. Total project fees include direct expenses and labor. Total Fee as proposed, including expenses is: $59,905.30 CRSA recommends a payment schedule based on submittal of deliverables coinciding with scheduled site visits. The following site visits are anticipated, and a general percentage of fee to be billed is listed. We will provide a progress report monthly, and as part of our billing requests. 1. Site Visit One 0% 2. Site Visit Two, April 25% 3. Site Visit Three, June 50% 4. Site Visit Four, August 75% 5. Site Visit Five, September 100% PROJECT SUMMARY DATA: CLIENT: City of Bozeman CRSA Project #: MA15-005 Project Name: NCOD Evaluation Client PM: Wendy Thomas CRSA PM: Susie Petheram CRSA FEE SUMMARY SHEET LABOR Name Firm Name Position Hours Bill Rate Total Allen Roberts CRSA Senior Principal 27 5,265.00$ Kelly Gillman CRSA Managing Principal 30 5,850.00$ Susie Petheram CRSA Project Manager & Senior Planner 126 14,490.00$ Steve Cornell CRSA Senior Preservationist 10 1,550.00$ Donald Buaku CRSA Urban Planner & Illustrator 32 3,680.00$ John Ewanowski CRSA Architectural Researcher 128 8,320.00$ Hours Labor CRSA TOTALS 353.00 39,155.00$ CRSA & ZBPF EXPENSES & TRAVEL Miscellaneous Postage, Freight, Supplies 8.80$ Travel Mileage, Auto, Misc 6,575.00$ Reproductions Reproductions 166.50$ Travel & Misc 6,750.30$ SUB CONSULTANT LABOR FEES Zions Bank Public Finance Housing & Economics 14,000.00$ Total Subconsultant Fixed Fees 14,000.00$ PROPOSED FEE 59,905.30$ BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION21 BOZEMAN SECTION H: OUTLINE OF SERVICES H OUTLINE OF SERVICESH: The City of Bozeman NCOD Review will be a forward-looking, visionary, and detailed plan designed to meet the needs of the citizens of Bozeman. The plan will focus primarily on areas outlined within the City of Bozeman Historic Preservation Districts and Conservation Overlay. Each member of CRSA’s dynamic multi-disciplinary team brings specifi c planning, design, and analytical technical skills necessary to collaborate with the City of Bozeman and develop an implementable vision. Planning for vibrant communities seeking to preserve their physical historic character requires specifi c expertise. Over the past 40 years the CRSA team has built its reputation on developing strategies to help communities retain specifi c historic structures as well as the overall composition of historic districts. Additionally, in the past 15 years CRSA has completed dozens of urban planning related general plans and small area plans, including downtown revitalization plans and campus master plans. In addition to this experience, our team stays up to date on cutting-edge practices of land use planning and development. CRSA participates in local, regional, and national workshops to ensure we offer the best expertise to our clients. We will collaborate with the City of Bozeman to choose strategies that will best meet your needs. With degrees in Urban Planning, Historic Preservation, Architecture, Landscape Architecture, Geography, Public Administration and Business, our team has depth and breadth. Susie Petheram, with a PhD pending in Metropolitan Planning, will be the project manager for our team, and will work with Allen Roberts and Kelly Gillman, Senior Principals with CRSA, to complete the scope of services. Susie is an experienced planner and preservationist. Susie served as the Sugar House Community Council Vice Chair for three years, and also directed the Sugar House Historical Society where she was involved in grant writing and development. Additionally Susie has managed numerous public outreach and planning related workshops during her 12 years as a planner. She will manage the CRSA team and bring the expertise of additional members of the CRSA Historic Preservation and Site Studios including Steve Cornell, John Ewanowski, and Donald Buaku. Allen Roberts, co-founder of CRSA and Historic Preservation Studio Lead, will lead the CRSA team and provide the primary strategic and technical planning portions of the project. Allen is the former State Historic Preservation Offi ce Architect for the State of Utah. Allen Roberts has served as the chairman on three historic district/landmarks commissions. They are the Park City Landmarks Commission, Sanpete County Preservation Commission and Spring City Historic District Commission. He also served for nine years on the Advisory Board of the National Trust for Historic Preservation, and for years on other local preservation groups. As an architect, he had designed more than 500 historic building renovations and restoration projects throughout the Western states. As such, he has an intimate working knowledge of and experience with virtually all preservation practices, issues and polices, on both sides of the table— both as an architect and preservationist, and as an administrator of preservation policy. This deep wealth of experience will prove invaluable on your project. More detail programs are outlined in Phase 4 of this Section H. Kelly Gillman, Site Studio Lead, will lead the community planning and outreach portion of the project. Kelly has been with CRSA for 12 years, and has managed dozens of community outreach and planning projects, many in collaboration withand Susie Petheram. Kelly has a background in Landscape Architecture, Community Planning, and Campus Planning. With experience working with municipalities, both large and small, as well as institutions, Kelly has developed a working knowledge of how to collaborate with varied groups of stakeholders in both urban and rural areas. An additional important role will be the technical market economics components. Susie Becker with Zions Bank Public Finance (ZBPF) will lead the effort to provide technical housing and economic review to The City of Bozeman. Susie Becker, a certifi ed planner and economic analyst, has tremendous experience in this area of expertise. CRSA and ZBPF have collaborated on nearly a dozen planning projects over the past fi ve years and will provide the City of Bozeman BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION22 a seamless planning effort. Most recently CRSA, and ZBPF have collaborated on the master plan for the Utah State Fairpark, which includes a number of historic structures, as well as redevelopment plans in Millcreek and Taylorsville, Utah. Susie Becker will work closely with her associate Scott Aylett to complete the technical tasks outlined. PUBLIC OUTREACH: ASSET BASED COMMUNITY DEVELOPMENT (ABCD) It is our experience that no planning process can succeed without fi rst gathering the necessary data to guide the process. It is for this reason that the fi rst step in our planning process, subsequent to scoping, is to begin the data analysis as the fi rst component of the Asset Based Community Design Approach. Asset Based Community Development is an approach to planning that considers local assets as the primary focus of the planning effort. It also relies on building relationships between local stakeholders, associations and institutions to develop support for the planning effort. As there are a number of key existing assets within the study area in the City of Bozeman, this program is a natural fi t for the planning process. Our approach to planning is comprehensive and can be summarized by the following three concepts, which fall under the Asset Based Community Development process: 1. Plans should be asset-based, with the future vision building on the existing strengths of the community. For example, key historic assets. 2. Plans should be community-driven, with stakeholder input guiding the development of the project vision, as well as goals and objectives. 3. Plans should be implementation focused and include clear steps for achieving the vision. Scenarios will be based on technical data and narrowed to a preferred option based on adherence to data as well as project goals and objectives. BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION23 This project structure will result in the development of key deliverables as the process progresses. These are identifi ed in the following work plan organized by the phases requested in the project request. PROJECT SCHEDULE AND MEETINGS We anticipate the following project schedule, with associated milestone meetings. We will adjust the schedule to meet specifi c needs upon negotiation with the City of Bozeman. The following schedule suggests that CRSA will be on site approximately fi ve times. • Staff/Stakeholder Coordination Monthly: Mar to Sep 2015 ºWeekly Call ºMonthly Progress Update Document ºRegular Stakeholder Meetings, coordinated with Site Visits • Site Visit #1 Week: Mar 16th, 2015 ºKickoff Meeting -Walking/Driving Tour • Site Visit #2 Week: April 20th, 2015 ºPublic Workshop -Focus Groups ºZoning Commission (#1) • Site Visit #3 Week: June 15th, 2015* ºPublic Open House ºCity Council (#1) • Site Visit #4 Week: Aug 17th, 2015* ºZoning Commission (#2) • Site Visit #5 Week: Sep 7th, 2015* ºCity Council (#2) *Meetings scheduled to match standard City of Bozeman meeting schedule BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION24 BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATIONCLIENT: City of BozemanCRSA Project #: MA15-005Project Name: NCOD EvaluationClient PM: Wendy ThomasCRSA PM: Susie PetheramPROJECT SCHEDULEWeek StartingProject Phase W/TasksPhase Name16-Mar23-Mar30-Mar6-Apr13-Apr20-Apr27-Apr4-May11-May18-May25-May1-Jun8-Jun15-Jun22-Jun29-Jun6-Jul13-Jul20-Jul27-Jul3-Aug10-Aug17-Aug24-Aug31-Aug7-Sep14-Sep21-Sep28-Sep1 Work Plan and Project ManagementDuration of tasks/Notated with associated meetingOrange=Coordination, Green=SpecificArea PlanningSite MTG #1/Kickoff Meeting⓪Walking/Driving TourData GatheringStakeholder Meetings (5, At Site MTGs) & Prep①② ③ ④⑤Deliverables: Weekly Staff Coordination and Monthly Progress Reports2 Technical Document ReviewExisting Documentation ReviewTechnical Housing Anlaysis and ResearchDeliverable: Technical Review Memos3 ABCD Pubilc Outreach ProcessCommunity Asset IdentificationSite MTG #2/Public Workshop & Zoning Commission (First)②Ongoing Public ProcessSite MTG #3/Public Open House③Deliverable: Visioning, Character Districts, & Outreach Memos4 Initial NCOD Documentation DeliverablesDwelling/Accessory Unit Best Practices & Design GuidelinesDevelopment Code RevisionsDevelopment Code Illustrations & Best PracticesSite MTG #3/City Council (First)③Initial Report Due5 Draft NCOD Documentation DeliverablesRefine Design GuidelinesRefine Development Code Best Practices & IllustrationsAdditional RecommendationsSite MtG #4/Zoning Commission (Second)④Site MTG #5/City Council (Second)⑤6 Final City of Bozeman NCOD DeliverablesFinal NCOD Deliverables Package25 PHASE ONE: WORK PLAN AND PROJECT MANAGEMENT Key Outcomes: • Site MTG #1/Kickoff Meeting ºFully defi ne scope of work ºSchedule Regular Coordination • Walking/Driving Tour • Data Gathering • Deliverables: Weekly Staff Coordination and Monthly Reports The fi rst task in this phase will be a kickoff meeting between the CRSA team and the City of Bozeman to fi nalize the scope of work, adjust the schedule, and develop deliverable deadlines. This fi rst meeting will also be an opportunity for our team to develop relationships with your project team. We look forward to touring the city with you at this time to gain an understanding of the physical layout of the study area. This will be the fi rst step in the data gathering process, which will continue into Phase II with a detailed exploration of existing documentation. The fi rst meeting will be an opportunity to organize a stakeholder committee. We recommend a committee of key stakeholders be convened regularly (approximately coordinated with site meetings). Local residents, business and landowners, and other interested parties may participate on this committee. We also may identify the need to host specifi c focus groups with key stakeholders to ensure their input is heard. We recommend pre-scheduling public workshops, stakeholder committee meetings, and other deliverable milestones to ensure all parties can work towards a mutually agreed upon schedule. A tentative schedule for meetings is outlined on our graphic schedule, and we will track this schedule monthly in our project reports. Our team will also be prepared to request data to start the planning process, including base mapping, GIS Data, current adopted plans, demographic data, and other materials outlined in the RFP. We will use this data to begin Phase Two. PHASE TWO: TECHNICAL DOCUMENT REVIEW Key Outcomes: • Existing Documentation Review • Technical Housing Analysis and Research • Deliverable: Technical Review Memos The foundation for the planning work will be an accurate understanding of current and expected conditions. Beginning with the current General Plan Documents and its supporting documents such as City Ordinances and Design Guidelines, the CRSA team will compile, tabulate, and analyze data to prepare baseline maps, charts, and matrices. This information will provide the CRSA team as well as the City of Bozeman with a detailed baseline analysis to guide the planning process. We will summarize our fi ndings in technical memos that will become the framework for the planning process. The fi ndings memos will outline the likely future outcomes based on status quo, as well as the opportunities and constraints within the study area. We anticipate the memos will include a review of existing conditions such as land use patterns, residential and commercial districts, infrastructure and transportation plans, and market demographics. This phase will also be an opportunity for our team to begin the technical components of the plan. By beginning this process early, the resulting date will be available to guide the planning process. The technical components include a review of the local housing market by our partner Zions Bank Public Finance. Affordable housing will be analyzed based on HUD defi nitions of housing affordability and will be conducted for two time periods. The fi rst analysis will cover current affordability in the City and in the historic district. This analysis will then be compared to affordability Citywide and within the historic district during a prior time period – likely six to twelve years or so ago, depending on the assessment cycle availability. This approach assumes that the Department of Revenue can provide assessment data for a period six and twelve years ago. The analysis may have to be modifi ed depending on the availability of information. BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION26 Prior to beginning the housing affordability analysis, ZBPF will carefully review the housing affordability policies and guidelines study currently being completed for the City and will work to ensure consistency between the two documents. The basic approach to this strategy is as follows: Inventory Using parcel assessment data and a GIS parcel database, the consultants will map all residential properties, showing current market values. These values will then be analyzed on a location basis within the City (“housing districts”), clearly differentiating between single-family residential and multi-family residential properties. Market values will also be evaluated on a value-per-unit, as well as a value-per-acre basis. The following maps, taken from a housing affordability study recently completed for South Jordan, Utah, shows differences in a per acre and per parcel basis. These maps will be created for the City of Bozeman, for both time periods, and therefore will show shifts in relative values and affordability within the City. Demand Household incomes form the basis of housing affordability and the demand for different price ranges of housing stock. For this task, our team will research household income ranges in Gallatin County for both time periods studied. United States Census and American Community Survey data will be used for this task. Then, using our Excel housing affordability model, we will provide the City with a table that shows the housing price ranges that are affordable (given HUD guidelines and provision for utilities) for different income ranges. Our model is very fl exible, containing inputs for various property tax rates, utility rates, mortgage interest rates, etc., and we will calibrate the model for Bozeman. BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION27 Analysis of Affordability Tasks #1 and #2 above are then combined in an analysis of affordability to show how many dwelling units are available in Bozeman within the affordability guidelines for each household income range. This information will be shown on a geographic basis so that the City can clearly see the number of affordable units in the historic district as compared to other districts in the City. Further, results will be mapped to show affordable units by location. The analysis will cover both time periods studied as part of this project and will clearly state the number of affordable units in the historic district during a prior period and currently. The analysis will also show affordable units citywide during a prior period and currently. The result of this analysis will be provided the City of Bozeman as a series of technical memos. PHASE THREE: ABCD PUBLIC OUTREACH PROCESS Key Outcomes: • Community Asset Identifi cation • Site MTG #2/Public Workshop • Zoning Commission #1 • Ongoing Public Process • Site MTG #4/Public Open House • Deliverable: Visioning, Character Districts, & Outreach Memos Cities belong to the people who live there. The CRSA Team recognizes that community participation is a vital element of a successful plan. The CRSA Team is well seasoned in preparing charrettes, open houses and other interactive events. Our outreach process is based on the Asset Based Community Development Process. The process, outlined in more detail earlier in this section, is based on community identifi cation of community assets. We will accomplish this important step of identifying community assets by hosting a public workshop coupled with ongoing outreach. With community assets identifi ed we will be able to better defi ne the physical characteristics of the various districts in the study area, and craft planning policy to support it. This outreach may also take the form of a community preference survey to determine the City of Bozeman resident’s attitudes, opinions, and desires regarding the study area. Public Workshop/Zoning Commission #1 Our initial public workshop effort will be based around Asset Identifi cation. We will work with the community to identify the assets in the study area, and surrounding districts, that should be the focus of the planning effort. We envision this will take place using a table top mapping exercise, a hands on collaboration between community stakeholders, the City and the CRSA team. While these assets may be obvious to some it is important to allow the community to participate in this effort so all ideas and opinions may be heard. We also hope to schedule time with the Zoning Commission (or perhaps a portion of the commission at the workshop) during this visit to ensure a proper dialog between our team and the City of Bozeman. BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION28 In addition to the public workshop we will host 2 to 3 focus groups, as needed, to meet specifi c needs of stakeholders/ groups that may not be properly represented in a workshop setting. Public Vision The analysis, mapping, evaluations, and community participation of the fi rst three project phases will be synergistically combined to prepare the City of Bozeman NCOD Vision. The vision is expected to be an alternative scenario compared to what is expected to occur under the baseline status quo. The CRSA team will work closely with the City of Bozeman to prepare the technical details of this alternative scenario, ensuring its implementation is not in confl ict with other adopted plans within the City. As determined by the public process, the CRSA team will defi ne different standards for the different districts in the City. We refer to these districts as character districts, with the character based on the existing identifi ed assets. The vision will be outlined in a series of memos with renderings and illustrations that demonstrate the character that is desired. These materials will serve as the criteria upon which the initial and draft deliverables for the NCOD are judged for success and will be presented to the City Council. Public Open house/City Council Meeting #1 The CRSA team will return to the City of Bozeman to present the initial fi ndings of the planning work to the City Council, outlined in more detail in Phase 4. At this time, CRSA proposes to host a follow-up open house to allow the community to review and comment on the draft. CRSA has had excellent success setting up materials outside the council chambers allowing stakeholders to review and attend the Council meeting on the same evening. The result of this analysis will be provided to the City of Bozeman as a series of memos and draft renderings/illustrations. PHASE FOUR: INITIAL NCOD DOCUMENTATION DELIVERABLES Key Outcomes: • Dwelling/Accessory Unit Best Practices and Design Guidelines • Development Code Revisions • Development Code Illustrations and Best Practices • Site MTG #3/City Council #1 Having completed the analysis in the fi rst two phases, an understanding of the likely status quo (baseline scenario) will have been developed. In the initial NCOD documentation, the CRSA team will outline the preferred scenario that has been built through the public process along with the planning strategies required to implement the vision. The planning strategies outlined in this initial draft are implementation strategies for use by the City of Bozeman to enact the vision. These strategies may take the form of City ordinance amendments, updated/new design guidelines and development standards, and/or revised internal review and approval procedures. The following categories are expected to be considered by these strategies: • Residential Infi ll • Accessory Dwelling Units • Lot Design Standards • Cross Access Easements Should the visioning process result in the need to outline differing standards for different districts, the CRSA team will prepare the appropriate guidance for the different districts. Identifi cation of the types of districts that may be desired within the City is the key aspect of this phase. These districts may have a different desired character assigned. For example, some may follow a similar development pattern as downtown Bozeman, yet may also need to support modern architectural development needs. The defi nition of these district types will allow our team to match the appropriate strategy to each district. CRSA will collaborate with the City of Bozeman on these tasks, and rely on the project Vision to guide the process. BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION29 In addition to adjustments to City regulatory opportunities, there are numerous other strategies to be considered that can affect the development patterns in historic districts. Led by Allen Roberts, the CRSA team will outline strategies that may allow property owners to consider alternative economic options. These strategies will be selected specifi cally to address the effect of rising property values on affordable housing and historic structure reinvestment. The following programs, also briefl y outlined in section D, have been developed by CRSA and maybe of value to the City of Bozeman: 25th Street Historic District, Ogden, Utah Allen Roberts, AIA and CRSA’s Historic Preservation Studio initiated the district concept and provided a variety of similar services to create and then catalyze the 25th Street Historic District in Ogden, a two-block commercial district containing 40 historic structures dating from the 1880s-1920s. CRSA created and carried out a detailed plan for the district, working directly with the mayor, city council and city preservation staff. We researched each building in depth and prepared a successful National Register of Historic places (NRHP) historic district nomination. We prepared storefront restoration plans for each commercial building and assisted in the preparation of design guidelines for the district. We participated in creating an LLC (Limited Liability Corporation) which secured low-interests SBA and Utah Heritage Foundation grants to incentivize building renovations. We provided architectural and historic building tax credit consulting services to building owners and consulted with the city on programs and policies to advance the district, such as placing a moratorium on demolition, relocating the state liquor depot and installing street improvements such as new lighting, benches, trees, sculptures and signage. We gave lectures, wrote published articles and otherwise promoted the district’s programs and activities. The result was the present mostly renovated, economically successful, highly-activated 25th Street Historic District, now the lively core and heart of Ogden’s commercial district Park City Main Street and Residential Historic Districts From 1976 to the present, Allen Roberts and CRSA’s Historic Preservation Studio have played a leading role in the development and fl ourishing of Park City’s two National Register-listed historic districts. We conducted a citywide Reconnaissance Level Survey, assisted in preparing the NRHP nominations and design guidelines, and provided exterior restoration drawings to many building owners. CRSA participated in creating a video promoting the districts. Although not a resident of Park City, Allen Roberts served on the city’s Landmarks Commission, the last four years as its chairman. He was instrumental in helping to create a grants program in the 1980s which still provides matching funds to owners restoring their buildings. To date the grant program has given millions of dollars in restoration funds to several scores of historic buildings. Signifi cantly, this incentive program has resulted in owners matching the grant dollar 12 to 1 with their own funds. Congress and Senate Buildings Ogden London Ice Cream Parlor Retail Storefronts on Main Street in Park City Graybill Building, Park City BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION30 Salt Lake City Historic Districts, Preservation Consulting Services Allen Roberts (while SHPO Architect/Architectural Historian) and CRSA’s Preservation Studio did Reconnaissance Level Surveys of several historic neighborhoods and helped prepared the city’s fi rst NRHP historic district nominations, including the South Temple, Capitol Hill and Avenues Historic districts, containing more than 2,500 historic buildings. CRSA prepared the city’s fi rst historic district design guidelines and then trained the city’s fi rst Landmarks Commission how to interpret, use and administer the guidelines and preservation policies. We later consulted on related matters such as the city’s demolition ordinance and updated guidelines and policies. Many of CRSA’s restoration designs for historic building projects were subsequently reviewed and approved by generations of the Commission. “Historic Homes of Phoenix” and Phoenix Historic District Consulting Allen Roberts of CRSA worked closely with the City of Phoenix’s preservation staff to survey the city’s historic building resources and develop guidelines and policies for governing the same. Mr. Roberts wrote and illustrated the book, “Historic Homes of Phoenix, An Architectural & Preservation Guide,” published and used by the city. He then prepared district-specifi c design guidelines and preservation policies for several of the city’s twenty historic districts. CRSA also contracted with the city to complete such restoration projects as the Smurthwaite House relocation and restoration. National Register Historic District Nominations Allen Roberts and CRSA prepared or assisted in preparing successful NRHP nominations for these additional historic districts, as well as individual historic site nominations for more than 100 individual buildings: Eccles Avenue (Ogden), Beaver, Provo Commercial District, Mount Pleasant Main Street, and Spring City, all in Utah. For some of these districts, we also provided a variety of preservation and district administration services, along with building restoration and street improvement plans. Historic District and Landmarks Commission Administration Service Allen Roberts has served on three historic district/landmarks commissions, in each instance, as the chairman of each. They are the Park City Landmarks Commission, Sanpete County Preservation Commission and Spring City Historic District Commission. He also served for nine years on the Advisory Board of the National Trust for Historic Preservation, three years as SHPO Architect/Architectural Historian and for years on other local preservation groups. As an architect, he had designed more than 500 historic building renovations and restoration projects throughout the western states. As such, he has an intimate working knowledge of and experience with virtually all preservation practices, issues and polices, on both sides of the table—both as an architect and preservationist, and as an administrator of preservation policy. This deep wealth of experience will prove invaluable on your project. Mission Revival Style BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION31 PHASE FIVE: DRAFT NCOD DOCUMENTATION DELIVERABLES Key Outcomes: • Refi ne Design Guidelines • Refi ne Development Code Best Practices and Illustrations • Additional Recommendations • Site MTG #4/Zoning Commission #2 • Site MTG #5/City Council #2 Following review of the initial draft, the CRSA team will work with the City of Bozeman to revise and adjust the implementation strategies as required. Working closely with Susie Becker at Zions Bank Public Finance we will tune the strategies to meet the specifi c housing and economic conditions that may exist. At this phase in the process, additional tasks to ensure the vision is implementable may be identifi ed. For example, it may be necessary for the City of Bozeman to update its historic inventory. CRSA will work to develop additional recommendations that the City may consider for future action. In addition to the Park City services outlined in Phase 4, CRSA is presently completing several other projects for the city. We are doing research and preparing Intensive Level Surveys for each of the city’s 405 historic buildings. We are reevaluating the status and boundaries of the districts and making recommendations for strengthening and improving the districts. We are also preparing storefront restoration drawings and National Register nominations for selected buildings. We will also be conducting a Reconnaissance Level Survey of the city’s mid-modern buildings, now eligible for the NRHP. Overall, CRSA is acting as a consultant to Park City in a variety of preservation matters similar to those in the Bozeman project’s scope of work. Subsequent to fi nal review and coordination with the City of Bozeman, CRSA will develop a fi nal draft for review by the City Zoning Commission and City Council. PHASE SIX: FINAL CITY OF BOZEMAN NCOD DELIVERABLES Key Outcomes: • Final NCOD Deliverables Package During this phase, the CRSA Team, will work with the City to determine the most useful format for the delivery document, ensuring compliance with noted RFP ADA Standards. The fi nal plan will be delivered to the City of Bozeman. This will include the fi nal document (approximately 3 hard copies, or other as negotiated) as well as all data used to prepare the documents, in electronic format. Kuna Comprehensive Plan American Fork Main Street Vision Sandy Downtown Planning and Implementation BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION32 BOZEMAN SECTION I: FORMS I FORMSI: *THIS DOCUMENT MUST BE COMPLETED, EXECUTED AND SUBMITTED WITH THE PROPOSAL FORM* THE REPRESENTATIVES MADE HEREIN ARE MADE UNDER PENALTY OF PERJURY NO PROPOSAL IS VALID UNLESS SUBMITTED ON THIS FORM AND SIGNED BY AUTHORIZED AGENT FOR YOUR COMPANY. SUBMITTED BY: COMPANY NAME: ADDRESS: CITY: STATE: ZIP: _ TELEPHONE: EMAIL: SIGNATURE: (Authorized Agent) NAME: (Please Print) TITLE: DATE: NOTE: If proposer is a corporation, the legal name of the corporation shall be set forth above, together with the signature of authorized officers or agents; if bidder is a partnership, the true name of the firm shall be set forth above, together with the signature of the partnership; and if bidder is an individual, his signature shall be placed above. CRSA 649 E South Temple Salt Lake City UT 84102 801-355-5915 Allen@crsa-us.com Allen Roberts Senior Principal January 12, 2015 BOZEMAN NEIGHBORHOOD CONSERVATION DISTRICT EVALUATION33