HomeMy WebLinkAboutKLJ Bozeman_Neighborhood_Conservation_Overlay_District_01_15Proposal to Perform Professional Services for
Bozeman’s Neighborhood
Conservation Overlay District
January 2015
An evaluation of effects on affordable housing, urban renewal, historic preservation and residential infill
Project Summary ...........1
Company Description/
Capability ....................2
Brief History of the
Company .....................4
Informational Content ....5
References ..................11
Cost ..........................14
Outline of Services .......15
TABLE OF
CONTENTS
1kljeng.com Project Summary
PROJECT SUMMARY
KLJ recognizes the city’s Neighborhood Conservation Overlay District (NCOD) has had positive impacts on protecting historic structures;
however, NCOD has driven up housing and real estate prices, thus restricting affordable housing options and creating situations where historic
structures are not being renovated because the land is more valuable without the structure. We also understand the City’s desire and need to
encourage more affordable housing options in NCOD as well as to provide revised regulations and policies addressing historic preservation,
design guidelines and infill development within NCOD. We understand the project is scheduled to begin on February 24, 2015 with a final
report due in August and final presentation in September with project closeout occurring October 1, 2015. KLJ has provided opportunities for
significant and meaningful community input throughout the proposed tasks and public meeting dates scheduled for March, April, May and
September. This includes extensive listening sessions designed with specific questions for various interest groups, including the Community
Affordable Housing Advisory Board (CAHAB) and Bozeman Historic Preservation Advisory Board (BHPAB), along with open-ended questions
to stimulate community conversations with NCOD residents.
This topic is not new to the City of Bozeman. The use of accessory dwelling units (ADU) to supplement historic preservation costs is evidenced
by the fact that no new districts have been created since 1995. Moreover, the Certificate of Appropriateness (COA) process may be hindering
property owners from proceeding with renovating existing structures, causing potential structures to disappear altogether. The KLJ team has
focused its scope of work on listening to stakeholders and developing reasonable recommendations that are easy to understand, simple to
implement and straightforward to enforce. To accomplish this, Tasks 2, 3 and 4 in the outline of services set forth a detailed and systematic
review of the City’s historic inventory, rental housing survey results, ADU regulations, design guidelines and development standards within
NCOD as well as best practices and policies used in comparable communities. These may include incentive-driven regulations (density bonus
for certain design elements) and inclusionary housing regulations (with multiple levels or simple infill standards) where appropriate. Our
identified best practices and recommended code revisions addressing massing and design standards, among other elements, will be tailored
to the Bozeman market. Specific historic preservation elements currently incentivizing infill and redevelopment
in NCOD will be included for staff review and potential implementation.
Each of our identified best practices and code revisions will then be tested for its application within
the city. This innovative real-world analysis will evaluate how each regulatory option would
have worked if implemented in NCOD as well as what strategies would incentivize future
infill redevelopment and the creation of additional historic districts where appropriate.
Proposed recommendations will also be screened for the potential to increase the
amount of affordable housing related to the cost to administer the regulation
within NCOD. The results will be structured as a matrix or scorecard to facilitate
review and comparisons and then formatted to be included in Bozeman’s
unified development code (UDC). The KLJ team’s previous experience with
historic preservation, policy analysis, code revisions and affordable housing
issues in comparable communities will help the City identify which practices
and recommendations fit best.
Based on the findings and analysis of best practices and updates
to the historic places inventory, the draft report will recommend
revisions to design guidelines and development standards
to address infill and ADUs as well as clearly define
commonalities of character usually associated with
formally recognized districts that may replace certain
design standards. The KLJ team’s goal is to provide
information to the City that will provide an objective
evaluation of incentives, design standards and processes
and whether certain elements are hindering the effectiveness
of the existing NCOD. We will also address whether more efficient
methods of protecting cultural resources and conserving neighborhood
character exist.
2kljeng.com Company Description/Capability
COMPANY DESCRIPTION/CAPABILITY
E x p Er i E n c E a n d ca p a c i t y
KLJ is a full-service engineering, planning and surveying firm with expertise ranging from land use and transportation planning to civil and
transportation engineering, surveying, airport planning, telecommunication and structural design. We have several planners and engineers
with more than 25 years of experience in both public and private planning practice. Moreover, our AICP-certified planning staff has a combined
100-plus years of planning experience to draw upon and help the City of Bozeman conduct an evaluation of necessary development code and
design guideline changes related to the implementation of the NCOD and Historic Preservation Neighborhoods.
KLJ has provided services to several clients throughout Montana ranging from land use planning, zoning and policy analysis for the City of
Sidney and Glendive, to engineering review, processing development requests and implementing a Targeted Economic Development District
(TEDD) and Tax Increment Financing (TIF) district for City of Conrad, to updating Fallon County and City of Baker’s workforce housing ordinance
and subdivision regulations to comply with changes in the Montana Code Annotated. We have provided a general overview of services provided
to clients in Montana and highlighted recent work with North Dakota communities in the Bakken that are experiencing a growth pattern of
rapid development similar to Bozeman.
M o n ta n a
City of Baker
»Zoning code rewrite and policy analysis
»On-call services for zoning questions
»Transportation facilities review including preserving right-of-way
(ROW) for street extensions
City of Colstrip
»Planning services including analyzing development standards for
different zoning districts
»On-call services for zoning and subdivision review
City of Conrad
»Planning and engineering services
»Review of technical engineering design reports, specifications and
drawings
»Water/sewer layout, design and review
»Review site plans for potential conflicts with private and public
utilities
»Downtown planning and TIF implementation
»Street layout and design
»Transportation facilities review
»Floodplain review
»Zoning code rewrite
»Subdivision review and implementation of 2014 regulations
»Annexation review
»Payback agreement and subdivision improvement agreement
implementation
»Create development applications and checklists
»Variance requests and reviews
»Zoning board assistance
»Zoning administrator duties
»City Council staff reports
»Policy analysis of Main Street design guidelines
City of Glendive
»Development standards preparation
»Zoning code rewrite
»Infill policy development
»Main Street planning programs
City of Lewistown
»Downtown redevelopment plans and cost estimates
»Policy analysis for pedestrian plaza spaces
City of Shelby
»Planning and engineering services
»Review of technical engineering design reports, specifications and
drawings
»Revolving loan fund creation
»Review site plans for potential conflicts with private and public
utilities
»Street layout and design
»Floodplain review
»Rail engineering and site review of Port of Northern Montana
»City Council staff reports
City of Sidney
»Development standards preparations
»Design guidelines preparations
»Accessory dwelling unit standards
»Site plan review
»Water/sewer layout and design
»Storm water design review, street layout and design review
»Transportation facilities review including preserving ROW for
future street extensions
3kljeng.com Company Description/Capability
»Review of technical engineering design reports, specifications and
drawings
»Zoning code rewrite (currently updating code)
»Subdivision review and implementation of 2014 regulations
»Annexation review
»Payback agreement and subdivision improvement agreement
implementation
»Impact fee assessments and calculations
»Parkland dedication and cash-in-lieu of calculations
»Variance requests and reviews
»Planning board assistance and staff reports
»Zoning administrator duties
»City Council staff reports
City of Wibaux
»Recommended zoning and subdivision regulation changes
Fallon County
»Growth Policy update
»Workforce housing ordinance
»Population projection updates, land use map text and map
amendment (ongoing)
»Subdivision regulation update (2007, 2009 and 2011 Montana
Legislative updates)
»On-call services for subdivision and zoning questions
Richland County
»Growth Policy update
»Land use plan update
»Master transportation plan
»Planning board assistance
Town of Darby
»Planning and engineering services
»Review of technical engineering design reports, specifications and
drawings
»Water/sewer layout, design and review
»Street layout and design
»Transportation facilities review
»Site plan review
»City Council staff reports
»Other on-call services as needed
n o r t h d a k o ta
City of Dickinson
»Planning and engineering services
»Comprehensive Master Plan
»Downtown overlay district recommendations
»Zoning code changes
»Area-wide planning analysis
»Review of technical engineering design reports, specifications and
drawings
»Water/sewer layout, design and review
»Review site plans for potential conflicts with private and public
utilities
City of Berthold
»Land use plan
»Zoning code rewrite and update
»Design guidelines for new construction
City of Lincoln
»Planning and engineering services
»Zoning code rewrite and administration
»Subdivision review and annexation review
»Payback agreement and subdivision improvement agreement
implementation
»Create development applications and checklists
»Variance requests and reviews
»Zoning board assistance
»Zoning administrator duties
City of Williston
»Downtown master plan
»Historic preservation analysis
4kljeng.com Brief History of the Company
BRIEF HISTORY OF THE COMPANY
c o M p a n y p r o f i l E
Since 1938, KLJ has provided multi-disciplinary engineering-based solutions for national, large-scale operations, with the local expertise to drive
projects forward and deliver successful results. Our strong regional connections, in-depth local knowledge, responsive personal service and
industry experience create strategic advantages for all clients.
KLJ maintains 23 offices across a six-state region with more than 750 professionals providing services to the upper Great Plains, Rocky Mountain
region and beyond. KLJ is constantly evolving and changing, adding new services to better serve our clients. Today we are employee-owned
and serve key industries. Our company is composed of a standing team of professionals, providing a full spectrum of services to each market.
5kljeng.com Informational Content
INFORMATIONAL CONTENT
We have selected a team of professionals that can deliver services on time and is familiar with Bozeman codes, the City’s historic preservation
measures and NCOD. Our ability to meet and exceed the City’s expectations is paramount to our team. Project Manager John How is based in
our Bozeman office and will coordinate tasks with team members. In addition, KLJ has five offices located throughout Montana with sufficient
staff who can assist our core project team. Should an issue occur, John will be immediately available to address questions.
KLJ has partnered with Architecture Trio, and specifically Pat Jacobs, to make sure we have a qualified architect with historic preservation
experience when preparing code recommendations. Architecture Trio’s vast experience with historic structures, design guidelines and familiarity
with the city of Bozeman will enhance our team’s ability to complete the project.
CORE PROJECT TEAM
QA/QC
Carron Day, AICP
Code and Policy Analysis
Historic Preservation
Architect and Analyst
Pat Jacobs
Illustrations and Historic
Preservation Analysis
Planner
Andrew Thierolf, AICP
Mapping and Design Guidelines
Senior Planner
Forrest Sanderson
Development Standards
Project Manager
John How, AICP
Code and Policy Analysis
kljeng.com 6Informational Content
Registration
AICP – American
Institute of Certified
Planners
Education
MS Urban and Regional
Planning – University
of Iowa
BS Criminal Justice
– University of
Nebraska at Omaha
BA Psychology –
University of
Nebraska at Lincoln
Professional
Memberships
American Planning
Association Western
Central Chapter
Montana Association of
Planners
Toastmasters
International
JOHN HOW,
AICP
Project Manager
John has worked with several communities throughout Montana gaining extensive experience as a project
manager for code revisions and policy analysis, growth policies, land use plans, comprehensive master plans,
zoning ordinance updates, subdivision regulations and downtown plans. John also has experience with affordable
housing studies, economic development, parks and trails, infrastructure and transportation plans. He is proficient
in ArcGIS, Google SketchUp and Microsoft Office. John is a member of the American Institute of Certified Planners
and earned an MS in urban and regional planning from the University of Iowa. John is dedicated to making sure
clients receive outstanding planning service.
PROJECT MANAGER – CITY OF BOZEMAN DEVELOPMENT REVIEW SERVICES – BOZEMAN, MT
John currently assists the City of Bozeman with development review services when City staff become burdened
with development applications. He helped review three projects during 2014 including a major subdivision and two
site plans for the City’s planning department. In addition, John offered potential code changes to UDC to make the
review process more efficient for both City staff and private developers. KLJ’s team is preparing for another busy
development season this spring and has prepared development review checklists to expedite review and help City
planning staff meet development review timelines.
PROJECT MANAGER – CITY OF SIDNEY PLANNING SERVICES – SIDNEY, MT
John currently serves as planner for the City of Sidney and is responsible for reviewing all development applications
including annexation requests, subdivisions, zone changes, variances and conditional use permits. He is currently
updating the City’s zoning regulations to incentivize infill development along Main Street and is preparing design
guidelines and development standards for the City to implement this spring. In addition, John prepares and presents
staff reports to the City/County Planning Board, Zoning Board and Sidney City Council. He is knowledgeable about
the Montana Subdivision and Platting Act and is constantly reviewing the Montana Code Annotated to make sure
the City is following the most recent updates from the legislature.
PROJECT MANAGER – SWEETGRASS REGION IMPACT STUDY – SWEETGRASS DEVELOPMENT,
MT
John is currently working to develop an impact study for a five-county region in north-central Montana that will
analyzed growth impacts to schools, housing, infrastructure and community facilities such as police, fire and
hospitals. He is interviewing approximately 20 key businesses in each county to gauge their growth forecasts in
the next five years; the growth forecasts will supplement KLJ population pyramids and State of Montana census
figures. John will also prepare action items and implementation plans for land use strategies, affordable housing
policies and infrastructure upgrades across the region.
PROJECT MANAGER – HOUSING IMPACT STUDY – TOOLE COUNTY, MT
KLJ collaborated with Toole County and the Cities of Shelby, Sunburst, Kevin and Sweetgrass to develop a
housing impact study that analyzed current housing trends and future growth projections for the region. Using
data from realtors, public, previous studies (including housing assessments from the Montana Department of
Commerce) and, most importantly, interviews with local businesses, our team was able to compile scenarios for
accommodating future growth and impacts associated with continued development. KLJ created development
summaries for each community that listed potential housing needs, available lots for development, market prices
for vacant and residentially-zoned property and deficiencies in certain housing types. In addition, KLJ was able to
determine a projected economic growth rate for the county based on input from local businesses and their five-year
business plans.
kljeng.com 7Informational Content
Carron, who leads KLJ’s Community Planning Group, is a planning expert. Since joining KLJ, Carron’s work has
focused on the Bakken region of eastern Montana and western North Dakota.
LOCAL GOVERNMENT ASSISTANCE
Over her 35-year long career, Carron has regularly provided informal and contract planning-related assistance to
local governments. This work has included reviewing project applications and writing staff reports, developing land
use/zoning regulations, forms and toolboxes. As a regional planner, Carron pioneered quarterly calls in a nine-
county region addressing issues ranging from the disposal of dilapidated mobile homes to agricultural preservation
and to uses not addressed in current regulations. Carron regularly mentors planners, reviewing and providing
comments on drafts, advising regarding community outreach, participating in presentation preparation, etc.
LAND USE/GROWTH PLANS
Carron is often project manager/lead planner for community land use studies and comprehensive/growth
plan amendments. She has authored hundreds of comprehensive plan and zoning regulation text sections
and supporting amendment justifications, data support and analysis and design standards for multi-use/new
community developments.
AFFORDABLE/WORKFORCE HOUSING
Carron’s work on affordable housing started with her first professional planning assignment and continues today.
She has completed county-wide and regional housing studies and worked with development clients to comply
with a variety of affordable housing regulations. This work has addressed inclusionary zoning, point systems,
incentive zoning and affordable zoning requirements that tied affordable housing to job creation. Carron has
authored a number of affordable housing regulations for local governments in conjunction with development
project approvals.
SITE PLAN DEVELOPMENT AND REVIEW
Carron has extensive experience leading development projects, including hundreds of commercial, distribution
and industrial centers, utility plants, high-voltage transmission lines, recreational vehicle parks and residential
developments of all scales. Her roles have included site design, entitlement strategy including annexation analysis,
agency interface, team management and project representation. While working in large engineering firms, Carron’s
frequent role has been reviewing draft plans for regulation consistency.
WORKSHOPS
Carron’s presentations include state and local chambers, the Brownfield Association, multiple state chapters of
the APA, Rail-Volution, university graduate planning classes, various civic organizations, law firms and in-house
brown bags. Topics have included Density, the “D” word, Communities of a Lifetime, Traditional Neighborhood
Development, Site Assessment and Due Diligence, Scenic Highways, Affordable Housing, Unintended Barriers to
Sustainable Development, Zoning and Site Plan Review and many more. A recent presentation to the Bismarck-
Mandan Realtors addressed new concepts in community development. Carron’s summer/fall 2014 webinar series
included both American Planning Association Certification Maintenance (APA CM) and more basic topics.
BACKGROUND
Carron has a BA in economics, a master’s in city and regional planning and multiple additional graduate-level
planning-related courses. She is a member of the American Institute of Certified Planners (AICP), the North Dakota
Planning Association, is certified by the National Association of Environmental Professionals as an environmental
planner (CEP), certified in public meeting facilitation by the National Charrette Institute and is accredited by the
Congress for the New Urbanism (CNU-A). Carron’s references have written: “Carron is dedicated and passionate
about her work,” “She is always so well-prepared,” “In my opinion she is a leader in the field” and “Her planning
style incorporates a respect for the existing environmental and social communities.”
Registration
AICP – American
Institute of Certified
Planners
CEP – Certified
Environmental
Professional, certified
as an environmental
planner
CNU-A – Congress for
the New Urbanism,
CNU Accredited
National Charrette
Institute – Certified
Public Meeting
Facilitator
Education
Master of City and
Regional Planning
– Illinois Institute of
Technology
BA Economics –
Emmanuel College
CARRON DAY,
AICP, CEP,
CNU-A
QA/QC
kljeng.com 8Informational Content
Andrew received his master’s in community and regional planning from the University of Nebraska – Lincoln,
where he graduated with highest distinction. He has experience with a wide variety of planning projects including
comprehensive plans, growth policies, hazard mitigation plans, code reviews and site suitability analyses. He
previously worked for the Nebraska Department of Economic Development, where he assisted with administration
of the state’s Community Development Block Grant (CDBG) program.
LAND USE PLANNER – CITY OF BAKER CODE REVIEW – BAKER, MT
Andrew assisted KLJ’s project team with reviewing and updating zoning ordinances for the City of Baker in eastern
Montana. Updating the ordinances was a priority because the community was beginning to see significant impacts
from energy-related growth in the region. New challenges, such as workforce housing and outdoor storage, were
not adequately addressed in existing ordinances.
PLANNER AND GIS ANALYST – RICHLAND COUNTY GROWTH POLICY UPDATE – RICHLAND
COUNTY, MT
Andrew is serving as a planner and GIS analyst on Richland County’s growth policy update. He is utilizing his GIS
skills and planning experience to assist with land use forecasting in the county.
PLANNER AND GIS ANALYST – DICKINSON COMPREHENSIVE PLAN AND TRANSPORTATION
PLAN – DICKINSON, ND
Andrew served as a planner and GIS analyst for the city’s Comprehensive Plan and Transportation Plan. The two
studies were completed concurrently to ensure compatibility with issues identification and implementation. The
project was critical to Dickinson’s future due to rapid and dynamic growth. Andrew’s duties included preparing
text for the Comprehensive Plan document, creating and/or revising maps for both documents and participating
in public meetings.
PLANNER – TOWN OF WIBAUX GROWTH POLICY UPDATE – WIBAUX, MT
Andrew served as a planner on the Town of Wibaux’s growth policy update. He collected public input to revise text
and maps prior to final approval.
Registration
AICP – American
Institute of Certified
Planners
Education
Master of Community
and Regional
Planning – University
of Nebraska-Lincoln
BS Economics –
University of
Nebraska-Lincoln
Professional
Memberships
American Planning
Association
ANDREW
THIEROLF, AICP
Planner
kljeng.com 9Informational Content
Forrest joined KLJ’s Billings office after a distinguished career as a professional planner working with Montana’s
state and local governments. He has created seven new rural zoning districts, completely revised and updated three
municipal zoning ordinances and amended existing zoning regulations more than 150 times. In addition, Forrest
has reviewed more than 250 subdivisions creating in excess of 1,500 lots, served as a floodplain administrator for
more than 20 years in four separate jurisdictions and has written or assisted in the writing of numerous master
plans, growth policies and subdivision and zoning regulations to implement planning documents. This experience
ranges from small resort communities that desired to remain as they are to rapidly growing and developing cities,
counties as well as state and regional projects.
COMMUNITY DEVELOPMENT DIRECTOR – CITY OF RED LODGE – RED LODGE, MT
Forrest served as planning director, building official, subdivision administrator, environmental certifying officer,
floodplain administrator, grant administrator and zoning administrator for the City of Red Lodge. His typical
responsibilities addressed subdivision administration (major and minor), zoning administration (all city districts)
and all amendments to existing zoning maps. He also provided financial, technical and administrative support
to the Red Lodge Public Works Department, served as liaison between the City Council and Carbon County
Commissioners, provided administrative and technical support and administration to three subcommittees of
the Red Lodge City Council and implemented the City Council’s policies and legislative actions for the Planning,
Building, Public Works, Police and City Administration Departments.
Under his direction, the Red Lodge Growth Policy was written in 2007 and implemented by subdivision and zoning
regulations in 2008. The Growth Policy was updated in 2013 and implemented by zoning regulations in 2014. The
documents specifically addressed needs and provided solutions to workforce and affordable housing issues.
DIVISION HEAD – LAKE COUNTY LAND SERVICES – LAKE COUNTY, MT
During his nine years with the County, Forrest rose from assistant planner to associate planner to planning
and zoning division head. In each of these positions his focus was on county (major and minor) subdivision
administration, Polson city-county district subdivision administration, city and county zoning administration, city
and county zoning district creation, amendments to existing city and county zoning maps, amendments to city and
county zoning regulations, neighborhood planning, amendments to the city and county subdivision regulations,
floodplain administrator for both city and county, Lakeshore protection supervisor and grant writing administration.
Forrest was the primary planner for the County Board of Adjustment, County Planning Board, Polson City-County
Planning Board and City of Polson Board of Adjustment
Over his nine years with Lake County, Forrest created, or assisted in the creation of, seven new rural zoning districts
in Lake County. He assisted in the creation of the 1994 City-County Master Plan and Zoning Regulations for the
City of Polson. Upon the adoption of zoning regulations, Forrest was appointed by the City Council and County
Commissioners as the zoning administrator for the newly-formed district.
SENIOR PLANNER – FLATHEAD REGIONAL DEVELOPMENT OFFICE – FLATHEAD COUNTY, MT
As a senior planner, Forrest’s typical responsibilities included the county (major and minor) subdivision
administration, county (all county districts) zoning administration, zoning district creation, amendments to
existing zoning maps, amendments to the county zoning regulations and the county master plan, neighborhood
planning and amendments to the county subdivision regulations. Forrest served as primary planner to the County
Board of Adjustment and County Planning Board.
As a senior planner with responsibility over the county zoning regulations, Forrest prepared or guided more than
60 amendments to rural districts and rural district regulations in Flathead County.
Education
BS Earth Science,
Geographic Planning
Option – Montana
State University,
Bozeman
Professional
Memberships
American Planning
Association Western
Central Chapter
Montana Association of
Planners
FORREST
SANDERSON
Senior Planner
10
NAME
Role
Registration
Professional Engineer –
WY, ND, MT
Informational Content
PATRICIA L. JACOBS
PRINCIPAL
REGISTERED ARCHITECT
HISTORIC PRESERVATION SPECIALIST
3832 Galloway Street 18 West Vermont Street
Bozeman, MT 59718 Indianapolis, IN 46204
www.ARCHtrio.com
317 - 917 – 9042
A Women Owned Business
REGISTRATION │
Registered Architect
•State of Indiana – AR00900030 1990
•State of Montana – on file, awaiting final documents 2015
•NCARB Certified 2014
Indiana Department of Natural Resources Division of Historic Preservation & Archaeology
•Qualified Preservation Professional - Architecture
EDUCATION │
Ball State University - Muncie, Indiana
•Bachelor of Architecture 1984
•Bachelor of Science 1984
AFFILIATIONS │
Member, Bozeman Historic Preservation Advisory Board
Member, Montana Preservation Alliance
Member, Montana Historical Society
Member, Indiana Landmarks
Member, National Trust for Historic Preservation
EXPERIENCE │
Principal, Owner & Architect – ARCHitecture trio 2001 – present
Principal, Owner & Architect – White River Designs, Inc. 1995 - 2001
Preservation Architect & Assistant Administrator –
City of Indianapolis, Historic Preservation Commission 1987 - 1995
SIGNIFICANT PROJECTS │
City of Martinsville – Historic Downtown Design Guidelines – Martinsville, IN
City of Princeton – Stellar Community Courthouse Square Façade Improvements – Princeton, IN
City of Indianapolis – Monument Circle Historic District Preservation Plan – Indianapolis, IN
Redwood Terrace Supportive Housing Community – New Construction – Richmond, IN
City of Alexandria – Revitalization Plan – Alexandria, IN
City of Princeton – Downtown Revitalization Plan – Princeton, IN
Town of Newburgh – Downtown Revitalization Plan – Newburgh, IN
City of Winchester – Façade Study & Construction Documents – Winchester, IN
Fountain Block – Capital Needs Assessment and Building Renovation– Indianapolis, IN
City of Dunkirk – Revitalization Plan – Dunkirk, IN
Town of Farmland– Façade Study & Renovation – Farmland, IN
Alberta Hopper Apartments – New Construction for Special Needs Housing – Connersville, IN
11kljeng.com References
REFERENCES
t o o l E c o u n t y , M t
Deb Brandon, Toole County Commissioner ......................406 424 8310
brandon@northerntel.net
Population of Jurisdiction: 5,138 residents
Number of Employees: 250
TOOLE COUNTY HOUSING IMPACT STUDY (2012)
Project Summary:
Toole County and the City of Shelby contracted with KLJ to complete a
housing impact study for northern Toole County and the communities
of Kevin, Shelby, Sunburst and Sweet Grass. The region is experiencing
growth, which is expected to continue with construction and future
operation of the Port of Northern Montana transloading facility. Energy
extraction businesses and related services are also moving into the area to explore and potentially begin full-time operations to extract energy
resources.
Our team conducted a review of housing stock, land use and infrastructure (Shelby only) to determine the existing condition of housing types.
KLJ collected GIS data from the State of Montana GIS database to create land use and housing maps for all four communities. In addition,
KLJ conducted interviews with businesses, public organizations and other groups located in Toole County to determine future employment,
housing needs and issues facing existing residents.
KLJ completed a housing summary profile for all four communities that identified the number of parcels and acres available for housing
development as well as sale and rental prices of housing stock from July 2011 to June 2012. We also provided a list of recommendations and
implementation measures to meet the county’s future housing needs.
c o n r a d , M t
City of Conrad, MT ..............................................................406 271 3623
Wendy Judisch, Mayor
mayor@cityofconrad.com
Population of Jurisdiction: 2,602
Number of Employees: 51
ZONING CODE AND REGULATION UPDATE (2014-2015)
Project Summary:
The City of Conrad secured CDBG funding for the State of Montana to update the city’s zoning ordinance to add additional requirements for
development along Main Street. Additional items include updating and creating development applications such as zone change requests,
annexation, variances and conditional use permits. KLJ has also been selected to update the city’s subdivision regulations and various
development ordinances such as noise and nuisance regulations. Our team will prepare development regulations for existing entitled lots with
deteriorating structures and how best to proceed with either renovation or demolition.
KLJ is also assisting the city in developing a TEDD and TIF district to stimulate development in an underutilized area of Conrad that has no
existing infrastructure. The area has been selected for economic development to spur growth with the city and Pondera County.
12kljeng.com References
c i t y o f S i d n E y , M t
Jeff Hintz, Public Works Director ........................................406 433 2809
sidneydpw@midrivers.com
Population of Jurisdiction: 6,253 residents
Number of Employees: 47
CITY OF SIDNEY PLANNING SERVICES (ONGOING)
Project Summary:
KLJ is currently assisting the City of Sidney in their zoning code rewrite
by updating the current code to guide rapid growth occurring in Eastern
Montana and to incentivize infill development along Main Street. Our
team is preparing design guidelines for commercial developments along
entryway corridors as well as creating design guidelines for existing platted lots with deteriorating structures. KLJ is also providing services
for subdivision review and implementation of 2014 regulations (currently in-process of adopting), annexation review, payback agreement and
subdivision improvement agreement implementation, impact fee assessments, park land dedication and calculations, variance requests and
reviews, zoning board assistance and planning board assistance. KLJ is also providing zoning administrator duties and other on-call services
as needed.
c i t y o f d i c k i n S o n , nd
Ed Courton, Development Director ...................................701 456 7744
ed.courton@dickinsongov.com
Population of Jurisdiction: 20,826 residents
Number of Employees: 180
WEST DICKINSON AREA STUDY (2014-2015)
Project Summary:
Growth in the city of Dickinson has increased beyond projected numbers
and has become one of the country’s fastest-growing areas. Recent
developments west of the city of Dickinson have included the Dakota Prairie
Refinery, the Bakken Oil Express, Dickinson 56 Interchange, Dickinson Bypass route and the City’s infrastructure improvement commitments.
The positive developments come with associated complications, including development pressure and traffic congestion. Accordingly, the City
understood the need for a West Dickinson Area Plan that recognizes this context, preserves quality of life and provides a roadmap for its future.
KLJ has partnered with City of Dickinson officials and staff to prepare the West Dickinson Area Plan, which will establish a vision, goals,
strategies and policies to promote a sustainable future for the area. The draft plan is under development; three public meetings have been held,
including a joint workshop with the Planning & Zoning Commission and the City Commission. Final adoption is anticipated in January 2015.
When adopted, the West Dickinson Area Plan will be an addendum to Dickinson 2035: Roadmap to the Future. Carron Day serves as project
manager for the West Dickinson Area Study.
13kljeng.com References
c i t y o f in d i a n a p o l i S , in h i S t o r i c pr E S E r vat i o n c o M M i S S i o n
David Baker, Administrator .................................................317 327 4409
david.baker@indy.gov
Population of Jurisdiction: 852,866
Number of Employees: 5
PRESERVATION ARCHITECT AND ASSISTANT ADMINISTRATOR (2011-2012)
Project Summary:
Architecture Trio worked with the Indianapolis Historic Preservation Commission staff,
the Monument Circle Historic District Committee of the Commission and statewide
preservation organization Indiana Landmarks to delineate the boundaries of the
Monument Circle Historic Area, which is considered the most significant district in
the State of Indiana and the City of Indianapolis. The project also included identifying
architectural periods of significance within the district, developing Architectural and
Design Guidelines for the district relative to the significance both of historic buildings
as well as potentially historic buildings and photo documentation of existing conditions
for reference.
Plan Link: http://www.indy.gov/eGov/City/DMD/IHPC/Districts/Historic/Documents/
Full%20Plan.pdf
city of G r EEnfi E ld, in
Joanie Fitzwater, Planning Director ....................................317 325 1329
jfitzwater@greenfieldin.org
Population of Jurisdiction: 1,249
Number of Employees: 4
DOWNTOWN BUSINESS DISTRICT (2013)
Project Summary:
Architecture Trio worked in tandem with City staff, local community organizations
and the public to develop a plan intended to provide a springboard of development
initiatives, physical improvements and market directions for the Downtown Business
District. The plan provides a building inventory and recommendation for restoration of
deteriorating historic buildings; a market analysis and a strategy to achieve economic
goals and provide potential funding options to assist business owners, employers
and residents; and a downtown urban design plan that focuses on improving sidewalk accessibility, pedestrian connectivity and linking key
community features by designing additional landscaping, trees and lighting for the additional pathways. The plan will also provides a summary
analysis of the City’s existing land use plans, analyze the current land inventory, cultural image and social resources and provide proposals to
generate connectivity, walk ability and accessibility for citizens of all ages and physical abilities.
Plan Link: http://www.greenfieldin.org/government/planning-and-building/downtown-revitalization-plan
Herron-Morton Place Historic District
St. Joseph Historic District
Wholesale Historic District
14kljeng.com Cost
COST
KLJ believes in providing the best solution for our clients while delivering projects on time and within budget. We understand costs are an
important consideration for all public agencies. KLJ agrees to perform the work described in this proposal on the prescribed schedule for the
“not to exceed” fixed fee of $59,825, which includes all associated fees (i.e. printing costs, attendance at meetings, travel and scoping tasks).
The portion of the fixed fee billed each month will be based on KLJ’s estimate of the percentage of total services actually completed during the
billing period. We will submit monthly invoices for monthly payments by the City.
The proposed schedule assumes a project start on February 24, 2015 and timely review of critical project elements by the City of Bozeman.
KLJ’s commitment to this schedule is only feasible because of KLJ’s office location in the city, the team’s familiarity with the city and dedication
to the project, rigorous project management and our project collaboration model. We look forward to finalizing the schedule’s details with the
City at our kick-off meeting We have modified the preliminary schedule based on similar work completed for other communities, but are still
proceeding with the completion date of September/October as referenced in the RFP.
Work Sessions/Public Meetings
Commission Presentation
Monthly Invoice, Memo and Payment Due
Kick-off Meeting (set at February 24th)
2015 WORK SCHEDULE
February March April May June July August September October November
Project Initiation and Management
Final Report and Presentation
Contingency
Review Existing Documents, Historic Inventory, Census Data
and Rental Housing Survey
Identify Best Practices and Design Guideline/
Development Standard Edits
Recommend Design Guideline and Development
Standard Changes
1
5 6
2
3
4
15kljeng.com Outline of Services
OUTLINE OF SERVICES
t a S k 1 – p r o j E c t i n i t i at i o n a n d M a n aG E M E n t
1.1 Kick-off Meeting
The kick-off meeting will finalize the project schedule, confirmation of work sessions and
public meetings, stakeholder interview list and the list of similar cities with successful
historic preservation districts. The meeting will also confirm the results of the
recent rental housing survey as well as the database used to inventory historic
structures.
This meeting will initiate the monthly invoice and memos. It is understood
that all documents developed by KLJ’s team will be provided to the City’s project
manager at least 14 working days prior to any public hearing or meeting.
1.2 Project Management
Our project manager, John How, will schedule weekly updates with City staff and will prepare
monthly invoices with payment schedules attached. We also plan to attend two meetings for the
zoning commission, city commission, the Community Affordable Housing Board (CAHAB) and one
meeting with Bozeman Historic Preservation Advisory Board (BHPAB).
1.3 Working Session/Public Meeting and Community Outreach
The first public meeting is designed to provide an understanding of the project background, scope,
timeline and anticipated project deliverables. It is anticipated this meeting will be held in conjunction
with a regularly-scheduled BHPAB or CAHAB meeting. KLJ will hold two additional public input
meetings (for a total of three meetings) throughout the process and may combine public input meetings
with schedule zoning commission meetings. Rental Housing Survey results and input on what regulations/
codes need to be revised will be presented at the second meeting. The third meeting will outline proposed
changes to design guidelines, development standards and other items City staff deem appropriate. The final input
meeting will be a public hearing to the City Commission on evaluation of NCOD and proposed changes to UDC. Also
included in this task are initial community outreach elements including establishment of media protocols announcements.
KLJ proposes all project schedules and documents will be available on the City’s website.
t a S k 2 – r E v iE w Ex i S t i n G d o c u M E n t S , h i S t o r i c i n vE n t o r y , c E n Su S d ata a n d r E n ta l h o uS i n G
S u r v Ey
2.1 Coordination with City Staff
The KLJ team will coordinate with City staff for the on-site evaluation of neighborhoods within NCOD and identify best practices for attached
and detached ADUs during a one-day tour. Our team will also take pictures of ideal design elements and infill projects within NCOD as
potential examples to include in our NCOD evaluation.
2.2 Regulation Review
KLJ’s team will review existing NCOD residential districts and related standards as identified in Chapter 38 of the UDC. We will review staff
files of approximately 20 infill projects and ADUs as well as review NCOD census trends and historic inventory data. The data will be used to
prepare an evaluation of NCOD and will list items that have worked and those that hindered properties. We will objectively evaluate whether
NCOD is working to achieve its original goals and whether NCOD should continue as is, move forward with modifications or cease altogether.
2.3 Review of City of Bozeman Rental Housing Study Results
KLJ’s team will review the recently-completed Bozeman Rental Housing Survey and coordinate with staff on other issues causing affordability
to move outward from NCOD.
16kljeng.com Outline of Services
2.4 Technical Memorandum 1
The KLJ team will prepare the first in a series of technical memoranda: the Datum Review. The material will be provided to the City before the
second public input meeting. The memo will address the 20 infill/ADU projects, census data changes and results of the rental housing study
as well as an initial overview of what has worked to date within the district.
t a S k 3 – B E S t p r a c t i c E S a n d c o d E r E v i S i o n S
3.1 Best Practices – Comparable Communities
We will review historic preservation and conservation overlay district regulations used in comparable communities. These may include:
»Incentive-driven regulations (considering multiple incentive options, e.g. density bonus) for certain design elements used or a simpler
COA process
»Inclusionary housing regulations (with multiple levels)
»Design characteristics and commonalities of character usually associated with formally recognized districts
»Streetscape and massing elements (setbacks, landscaping, lot coverage)
Approximately three best practice communities will be evaluated. Wherever practicable, local governments using the best practices will be
contacted directly, and a summary of best practices and pitfalls for administering a historic district that encourages infill development will be
provided.
3.2 Best Practice Evaluation
This task will test the performance of the best practice prototypes identified in 3.1, including the City of Bozeman’s current regulations. Prior
to 3.1, the KLJ team will meet with the City to confirm which practices will be tested for applicability within NCOD. The results will be screened
for a number of factors including the ability to incentivize preservation of historic structures or renovations of deteriorating
homes, the simplicity or complication of the review, ease of implementation/enforcement and potential to increase
affordable housing.
3.2 Code Revisions
KLJ will compile a list of all proposed changes to UDC that will impact design guidelines, development
standards and incentives to stimulate infill redevelopment. Possible revisions include setback and Federal
Acquisition Regulation (FAR) standards, building heights, material selection, streetscape/landscaping
elements and neighborhood characteristics (steeple roofs, front porches, cobbled front-door sidewalks and
front yard fencing). The proposed changes will be formatted to fit into UDC, Chapter 38, Article 16.
We expect multiple drafts to be reviewed by the City to make sure our team has captured all
relevant changes to be incorporated into UDC.
3.3 Illustrative Examples
KLJ’s team will prepare illustrative examples via photos or drawings of successful
projects and implementation measures. We will prioritize examples from
Bozeman followed by similar communities in the Mountain West region.
Our team will also update the historic buildings inventory forms and related
application, materials including COA documents, to make sure City staff are
capturing information from property owners and contractors on the intent of
new code revisions.
3.5 Technical Memorandum 2
KLJ will prepare the second of technical memoranda: Best Practices Review and Proposed
Code Changes. This analysis will be structured as a matrix or scorecard showing which best
practices would be applicable and politically acceptable in the city. In addition, a complete listing
of proposed changes to UDC section 38.16 will be included. Our experience will help the City identify
practices that not only fit best from the neighborhood’s perspective but from the City’s as well.
17kljeng.com Outline of Services
t a S k 4 – f i n d i n G S a n d d r a f t r E p o r t
4.1 Draft Report
The draft report will provide recommendations regarding NCOD’s effectiveness, what alternatives might exist for improving NCOD or striking
it from UDC and recommended code changes and review procedures that should be implemented if NCOD is to continue.
The draft report will also contain relevant changes for reviewing and processing infill and ADUs depending upon the zoning district, property
attributes and permitting processes (COA, by right, conditional uses). KLJ will prepare an update to the historic inventory as well.
Once complete, KLJ will work with City staff to present the draft report for public review of the proposed code changes and implementation of
the NCOD. Upon input, KLJ will summarize comments and prepare a final document for approval. It will also provide recommendations on
alternatives to existing and potentially new or revised regulations and policies addressing provision of affordable housing in NCOD.
t a S k 5 – f i n a l rE p o r t
5.1 Final Report
The final report will reflect input received during Task 4 and will be presented at public meetings before the City Commission. The public will
be notified of the meeting and have access to related documents through the City’s website. Media outlets will be notified well in advance.
5.2 Final Report Changes
Any changes made during the final public hearing will be incorporated into the document, and the Final Report will be delivered to the City by
October 2015.
d E l i v E r a B l E S
The KLJ team acknowledges that two hard copies and a PDF version of all preliminary and final drafts will be provided to City planning staff,
that all documents will be provided at least 14 working days prior to any public hearing or meetings with the City Commission in an electronic
format approved by the City; and that all work submitted will become property of the City of Bozeman.
Request for Proposals for Professional Services
FY 2014 – FY 2015
13 of 19
*THIS DOCUMENT MUST BE COMPLETED, EXECUTED AND SUBMITTED WITH THE PROPOSAL
FORM*
THE REPRESENTATIVES MADE HEREIN ARE MADE UNDER PENALTY OF
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NO PROPOSAL IS VALID UNLESS SUBMITTED ON THIS FORM AND SIGNED BY
AUTHORIZED AGENT FOR YOUR COMPANY.
SUBMITTED BY:
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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
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KLJ
1982 Stadium Drive, Ste 3
Bozeman MT 59715
406-548-5667
john.how@kljeng.com
John How
Office Manager
1/12/15
TRUSTED ADVISOR.
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