HomeMy WebLinkAboutDuncan Associates Submittal for UDC Revisions duncan associates
May 22,2015
Stacy Ulmen, City Clerk
121 North Rouse Avenue
Suite 202
Bozeman MT 59771
Dear Ms.Ulmen:
On behalf of Duncan Associates,CodaMetrics and The Lakota Group,I am pleased to submit this cost
proposal and accompanying Statement of Qualifications for the Bozeman Unified Development Code
project.
Our negotiable lump-sum fee for completion of the work described in the city's RFQ and our
Statement of Qualifications is$43,000 for phase 1 (North Seventh Street corridor plan) and
$199,000 for completion of phase 2 (unified development code).
The Grand Total proposed budget is$242,000,which includes all professional service fees and
(out-of-pocket) direct expenses.
Please contact me (kirk@duncanassociates.com,312-527-2500) if you have any questions or additional
requests.I look forward to hearing from you.
Sincerely,
Kirk R.Bis p
Principal
116 West Illinois I Suite 70OW I Chicago IL 60654
p. 312 527 2500 1 f. 312 268 7418 1 www.duncanassociates.coin
N Cover Sheet
Project Summary
Team Description/Capability 5
Duncan Associates 5
CodaMetrics 6
The Lakota Group 6
V Informational Content 7
Kirk Bishop 7
Richard Grice 8
Leslie Oberholtzer 9
Carolyn Reid 9
Scott Freres 10
Daniel Grove 11
Nick Kalogeresis 12
References 13
Outline of Services 27
Phase 1 : North 7th Avenue Corridor Plan 27
Phase 2: Citywide UDC 30
duncanlassociates
Statement of Qualifications
to prepare
BOZEMAN
submitted by
Duncan Associates
CodaMetrics
The Lakota Group
Photo:Bozeman
Project Summary
This Statement of Qualifications is submitted on behalf of Duncan
Associates, CodaMetrics and The Lakota Group.It represents our
expression of(great) interest in assisting the City of Bozeman with
successful completion of the Unified Development Code project.
We understand that the city desires to complete the UDC project in
two phases.The first phase will involve creation of a mixed-use,infill
redevelopment plan for the North Seventh Street corridor.The sec-
ond phase will focus on creation of an updated unified development
code that:
• implements and ensures consistency with the city's comprehen-
sive plan and other relevant functional and special area plans;
• is richly illustrated and easy to understand,use and administer
• accommodates mixed-use development,as well as desirable
infill and redevelopment activities;
• applies appropriate and modern regulatory tools and techniques
to address priority zoning and land development issues.
Among our team's many strengths:
• We have a solid base of directly relevant experience—including
zoning,planning,historic preservation,and urban design—that
we will call upon throughout the project to offer time-tested
alternative strategies tailored to Bozeman's needs and commu-
nity values;
• Each of our team partners has prepared plans,ordinances and
planning studies for jurisdictions throughout the U.S.;
• Duncan Associates has built a national reputation on drafting
concise,comprehensible,and common-sense development reg-
ulations that are visually-appealing,user-friendly and written
in"plain English;"and
• Ordinances,plans and studies developed by team members
have received awards throughout the U.S.
In summary,we have done this type of work many times before.
Our multi-disciplinary team has a mix of public and private-sector
experience,and we are committed to ensuring the project's overall
success.We are very excited about the possibility of working with
the city,and we welcome the opportunity to discuss our approach
and qualifications in greater detail.Please contact me (kirk@
duncanassociates.com,312-527-2500) if you have any questions or
additional requests.
Bozeman Unified Development Code Proposal Page 3
• • Bozeman C/ I {
Team Description/Capability
Our team has the skills, experience, and resources necessary to successfully complete all
phases of the Bozeman unified development code project. Our multi-disciplinary team is
comprised three firms: Duncan Associates, CodaMetrics and The Lakoto Group.
We joined forces in pursuit of the Bozeman Duncan Associates has built its reputation on
project after careful consideration of the city's identifying local issues,exploring alternative
expectations,as presented in the request for approaches and transforming conceptual
qualifications. recommendations into zoning regulations that
Our team partners specialize in planning, zoning, work...and stand the test of time.The firm is
historic preservation and urban design. We have built around a base of former local government
prepared zoning ordinances, unified development planners and code administrators, individuals
codes,form-based codes and other plan who have administered and enforced regulations
implementation tools for jurisdictions throughout and know about the real-life challenges of code
the U.S.. Each of our firms has a solid base of administration that arise on nearly a daily basis.
directly related experience that we will call upon as The firm has prepared code updates for dozens of
needed throughout the project to offer time-tested local governments throughout the U.S., including,
alternative planning and development strategies. Missoula (MT), Prescott(AZ), Mesa County(CO),
Chicago, Kansas City, Philadelphia and Pittsburgh.
Duncan Associates Our project director for the Bozeman project
Duncan Associates, a firm that specializes in will be Kirk Bishop. Kirk has been with Duncan
updating and revising zoning and development Associates since 1987 and has led most of the
regulations,would serve as lead firm on the firm's development code work over the years.
Bozeman UDC project. From offices in Chicago and Duncan Associates will serve as the overall project
Austin, Duncan Associates has provided zoning manager for the ordinance update assignment and
and planning consulting services to over 120 cities lead the ordinance drafting process. The firm is an
and counties in more than 30 states.The firm was Texas S-Corporation, with a five-person professional
founded in 1977 and is a nationally-recognized staff.
leader in the field, as evidenced by numerous
awards from the American Planning Association.
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Bozeman I Unified Development Code Proposal I Page 5
Team Description/Capability
CodaMetrics The Lakota Group
Founded in 2013, CodaMetrics staff has a long The Lakota Group is a multidisciplinary team of
history of form-based code work,employing professionals providing services in planning,
innovative techniques to help guide and prioritize design, landscape architecture, historic
development.The firm's work ranges from over- preservation and community engagement.
lays for neighborhoods, nodes and downtowns to Founded in 1993, Lakota has earned a reputation
comprehensive development code updates. for providing creative solutions to complex
CodaMetrics staff includes designers and planners. problems for public-and private-sector clients.
This ensures a real-world For more than 20 years,
perspective on develop- o� �?� Lakota has completed
ment,as well as exposure y '.. ` � consulting assignments for
to leading edge sustain- over 300 local governments.
able site development and �, r Projects have included
design practices. Coda- 7�t 1883 �� comprehensive plans,
Metrics staff are constantly a�`N•co. o�' master plans, streetscape
immersed in the best ideas programs, park,trail and
of sustainability metrics, greenway plans, campus
gained from service on the plans, and historic downtown
USGBC and Star Communi- plans.The firm has provided
ty Rating System Technical comprehensive planning and
Assistance Groups.This Main Street revitalization
expertise allows CodaMet- services for clients in more
rics to apply and incor- than 75 communities
porate key metrics into " ' ' throughout the U.S.
codes,thereby advancing Freres
ogeresis Examples of past work
place-making and walkabil include the State of Oregon,
ity. (planning,preservation, Chicago,San Antonio and
Examples of past form- dozens of Chicago area
based code work includes municipalities.
Billings(MT), Hartford (CT<
The firm's approach
Duluth (MN), Boulder(CO),to name just a few. is reflected in its name,"Lakota,"which is a
Firm principal, Leslie Oberholtzer serves on the Native American word meaning"allies."Their
Resource Council for the Form-Based Codes Insti- professionals share a strong respect for the
tute,an organization dedicated to advancing the land and community—and work to bring people
best practices of form-based coding. together as allies for positive change.
Leslie will help assess the possible application of The Lakota Group will lead the phase 1 work on
form-based coding approaches as part of the Boze- the Bozeman project and be available to assist with
man unified development code project. She will also design standards,public involvement, mapping and
assist with design-and sustainability-related provi- other activities during the prc ject's second phase.
sions.
Page 6 1 Unified Development Code Proposal I Bozeman
Informational Content
Informational Content
Kirk Bishop duncan associates
Kirk is a principal with Duncan Associates. During his nearly 30 years with
the firm he has served as a zoning and development code consultant
to local governments throughout the U.S., including several in the Inter-
mountain west.
Kirk's substantial portfolio of development cod work includes revisions and
updates for big cities,suburban communities and rural areas. In recognition
of his big city experience, he was invited by Harvard University and the
Lincoln Institute of Land Policy to serve on a three-member panel that
presented zoning research to planning directors of the nation's 25 largest
cities. He is currently wrapping up a comprehensive zoning ordinance
update for Tulsa (OK).
Previous Client Assignment Kirk's Role
Missoula(MT) Zoning+Subdivision Project Manager
Mesa County(CO) Development Code Project Manager
Aspen(CO) Growth Management Project Manager Kirk's experience includes
Aurora(CO) Subdivision Code Principal Planner development code updates
Portland(OR) Zoning Assessment Principal Planner for jurisdictions throughout
Tulsa(OK) Zoning Ordinance Project Manager the U.S.
Kansas City(MO) Development Code Project Manager
Before joining Duncan Associates, Kirk was a senior research associate with
the American Planning Association,where he served as principal researcher
for studies, reports and training workshops. His examination of zoning
strategies that enhance the visual quality and functional operation of road
corridors was published as a Planning Advisory Service Report, Designing
Urban Corridors.
Early in his career, Kirk worked as a senior planner with the City of Austin
(TX),where he was responsible for zoning and subdivision case review, land-
use studies, historic preservation and staff support for a council-appointed
citizens'panel charged with reviewing amendments to the city's land
development code.
Kirk is a frequent speaker at conferences and training workshops and
a regular guest lecturer in the University of Illinois at Chicago's Urban
Planning and Public Affairs program.
Education
M.A., Urban and Regional Planning, University of Iowa
B.A., Political Science, University of Iowa
Bozeman I Unified Development Code Proposal I Page 7
Informational Content
Richard Grice duncan associates
Richard has been associated with Duncan Associates since 1999. His
career as an urban planner includes over 37 years of public planning
experience. Early in his career, Richard served as chief current planner for
the Aspen/Pitkin County Planning Department where he participated in the
development of cutting-edge planning tools for preserving local values in
a politically active, resort-impacted community. He was also instrumental
in developing Aspen/Pitkin County's affordable housing program in the
early 1980s and served as the first staff liaison to the Aspen/Pitkin County
Housing Authority in the program's formative years.
As Planning Director for San Miguel County(Telluride), Richard drafted the
jurisdiction's first comprehensive plan and land use code, both of which
are still in use today.The countys comprehensive plan plays an important
role in protecting the integrity of the Telluride National Historic District by
reinforcing the"hard edge"around the town. Building on his affordable
housing experience in Aspen/Pitkin County, Richard designed San Miguel
County's innovative, market-driven, affordable housing program.The
program continues to be among the most successful middle-income,
affordable housing programs in the high-cost areas of Colorado.
On behalf of tiuncan Associates, Richard has completed ordinances for
cities and counties in 16 states, including Santa Fe County, San Juan County
and Farmington (NM); Prescott(AZ); Shawnee(OK); Baytown(TX); Deltona
(FL); Lincoln County(NC);Alexandria (LA); Benton Harbor(MI);Waynesboro
(VA); and, most recently,Arlington County(VA). He is currently serves as
Duncan Associates' project manager on a zoning and subdivision ordinance
update for Fairfax(VA).
Richard specializes in plan implementation and modernizing outdated
land use regulatory systems with a user-friendly, integration of traditional
subdivision and zoning regulations into a unified development ordinance
format. Each of Richard's ordinances is user-friendly;specifically designed
for ease of use by citizens and administrative staff. Richard understands
the cost of time to development,and seeks to expedite and otherwise
create a path of least resistance,for desirable development. His codes
are frequently"hybrid codes", and include a combination of traditional,
performance,form-based and sustainable elements. Richard is a frequent
speaker at planning and environmental protection conferences on
community planning,affordable housing and environmental protection
programs.
He currently resides in Telluride.
Education
B. S., Management, Mississippi State University
Page 8 1 Unified Development Code Proposal I Bozeman
Informational Content
Leslie Oberholtzer CODAMETRICS
Principal Leslie Oberholtzer is a national zoning expert and form-based
code leader, adopting neighborhood and full city codes across the
country for over ten years. She has worked over the last two decades to
promote sustainable development through the availability of alternative
transportation and housing choices,green construction,community
building,and preservation of community tradition and character. She
was a contributor to the EPA Essential Smart Growth Fixes for Urban
and Suburban Zoning Codes. In addition to being a registered landscape
architect,she is certified by AICP and NCI(National Charrette Institute).
Leslie serves on the STAR Communities Rating System Technical Advisory
Group and on the U.S. Green Building Council's Location and Planning
Technical Advisory Group. She also serves on the Resource Council of the
Form-Based Codes Institute.
Sample Projects
• St. Louis Park(MN) Form-Based Code for Light Rail Station Areas
Duluth (MN) Form-Based Code Districts
Dublin (OH) Bridge Street Corridor Form-Based Code
• Salt Lake County(UT) Form-based Code(Template)
• Boulder(CO) Form-based Code _
Education
M.S., Community Planning, University of Texas at Austin
B.S., Landscape Architecture, University of Texas at Arlington
Carolyn Reid CODAMETRICS
With an academic background in architecture, urban planning, and design,
Carolyn's work has been dedicated to creating vibrant,walkable places.
She has two years of consulting experience working on a range of projects
across the U.S., including comprehensive plans,small-area plans,zoning
code assessments,and zoning regulations.
Over the last few years,Carolyn has developed specialized expertise in
evaluating zoning regulations and writing form-based codes as part of
project teams in Missouri, North Carolina,South Carolina,and Tennessee.
Sample Projects
• Downtown Form-based Code Waxhaw, SC*
• St. Charles Transit Station Area Form-Based Code Pagedale, MO*
• Grand Station Transit-Oriented Development District St. Louis, MO*
• Germantown SmartCode Germantown,TN*
• Sherwood Town Center Plan Sherwood,OR*
• Tacoma Avenue Station Area Plan Milwaukie, OR*
*experience with previous firm
Education
M.S., Urban/Environmental Planning,Arizona State University
B.A.,Architectural Studies, University of Kansas
Bozeman I Unified Development Code Proposal I Page 9
Informational Content
LA "TA
SCOTT FRERES, PLA, ASLA
President 11993-Present
Scott is the principal and co-founder of The Lakota Group,and has nearly 30 years of
experience in design and planning projects.As an industry leader in sustainable urban
design,Scott has spoken at numerous conferences for various planning,recreation and
conservation organizations.Scott's ability to take a fresh and inclusive approach to problem
solving has establish The Lakota Group's reputation as a creative leader in the industry.
SIGNATURE PROJECTS
MIXED-USE,TOD&TOWN CENTER PLANNING EDUCATION
• Village Center Master Plan-Wilmette,IL University of Wisconsin-Madison
• Central District Land Use&Urban Design Study-Highland Park,IL Bachelor of Science-Landscape Architecture
• Main Street Assistance Program-State of Oregon Madison,W(1986)
COLLEGE&UNIVERSITY CAMPUS PLANS
• University of Notre Dame Campus Town Planning-South Bend,IN ORGANIZATIONS
• Illinois College of Optometry-Chicago,IL American Society of Landscape Architects
OPEN SPACE,RECREATIONAL&TRAIL PLANNING American Planning Association
• Irish Green of Notre Dame-South Bend,IN American Institute of Architects
• Quad Cities Mississippi RiverWay Trail Plan&Wayfinding- Quad Cities, Wisconsin Alumni Association-Alumni Park
Illinois&Iowa Design Committee
• Skokie Play fields Master Plan-Winnetka,IL Lambda Alpha International
Urban Land Institute
INSTITUTIONAL&CORPORATE CAMPUS PLANS Illinois Park&Recreation Association
• Resurrection Health Care:St.Joseph's Hospital-Chicago,IL Society for Environmental Graphic Design
• Mount Carmel Campus Master Plan-Dubuque,IA Village of Winnetka Plan Commission&
Design Review Board(former member)
STREETSCAPE MASTER PLANS&DESIGN
• Marion Street Urban Design Plan-Oak Park,IL ACCREDITATIONS
• Uptown Redevelopment Master Plan&Streetscape Design-Park Ridge,IL Registered Landscape Architect-State of
• Lockport Street Streetscape Design-Plainfield,IL Illinois
SENIOR&AFFORDABLE HOUSING
• 'Presbyterian Homes Senior Campus Planning/Landscape Design-Lake
Forest,Evanston&Arlington Heights,IL PAST EXPERIENCE
• Mercy Housing:Lakefront Lodge-Grayslake,IL Stockham&Vandewalle(1986-87)
• Thompson Dyke Associates(1987-89)
FORM-BASED CODE& DESIGN GUIDELINES Lohan Associates(1989-93)
• Commercial District Design Guidelines-Winnetka,IL
• Downtown Form-Based Zoning Code-Glenview IL
• Northeast Neighborhood Guidelines-South Bend,IN
• Strategic Historic Preservation Plan-San Antonio,TX
COMMUNITY BRANDING&WAYFINDING PROGRAMS
• Downtown Community Branding Program-Evanston,IL
• Illinois Medical District-Chicago,IL
• Community Wayfinding Master Plan-Elmhurst,IL
RESPECT FOR LAND AND COMMUNITY.
Page 10 Unified Development Code Proposal I Bozeman
Informational Content
LAKQTA
DANIEL GROVE, RLA, LEED-AP
Associate Principal 12001-Present
An urban designer and landscape architect,Daniel has worked on a variety of projects
including land planning and design for downtowns,transit-oriented developments,mixed-use
developments,residential subdivisions,parks,streetscapes,and signage systems.He is
particularly skilled at quality control and"value engineering'projects to balance design goals
with budget targets and funding.
SIGNATURE PROJECTS
THORNDALE CORRIDOR MASTER PLAN I WOOD DALE,IL EDUCATION
Served as project manager for the transit-oriented design project that focused on University of Wisconsin-Madison
business and office use along the proposed Elgin-O'Hare extension.Design led to Bachelor of Science-Landscape Architecture
a form-based code for the corridor that was adopted by the city. Madison,WI(1998)
MARION STREET URBAN DESIGN PLAN I OAK PARK,IL
An award-winning project that involved working with various stakeholders to guide ORGANIZATIONS
an authentic streetscape design reminiscent of the 1920s.High-quality materials American Society of Landscape Architects
were used,such as natural stone,brick street paving and custom site furnishings. Urban Land Institute
ROOSEVELT ROAD STREETSCAPE DESIGN I CHICAGOLAND
Prepared a corridor plan and form-based code for a roadway that borders ACCREDITATIONS
three municipalities—Berwyn,Cicero and Oak Park.Worked with community Registered Landscape Architect-State of
stakeholders to develop key concepts for this busy commercial corridor,such as Illinois
parking,pedestrian safety,visual character and business access. LEED Accredited Professional
• Project Management Seminar,PSMJ
KENOSHA MASTER PLAN I KENOSHA,WI Resources,Inc.(2006)
As project manager,coordinated a downtown plan for the city and Kenosha
Area Business Alliance.Conducted multiple community workshops,stakeholder
interviews and online outreach.Final plan identified implementation roles and PRIOR EXPERIENCE
responsibilities,as well as case studies to help move the final vision forward. Lannert Group
LAKE COUNTY SUSTAINABILITY PLAN I LAKE COUNTY, IL Chicago,II(1998-2001)
Developed a sustainability plan that examined municipalities'ordinances and how
they address sustainability practices.The final document provides guidance for
removing barriers to sustainable practices or developing new code.
BRANDYWINE REVITALIZATION&PRESERVATION I MARYLAND
Hired by the Maryland-National Capital Park&Planning Commission to prepare
initiatives for preserving the character of this unincorporated community 40
minutes southeast of Washington D.C.
SKOKIE PLAYFIELDS I WINNETKA, IL
Project manager that led the development of a master plan and first phase
of construction documents for this$1.4 million,163-acre park.The park uses
best stormwater management practices while simultaneously addressing the
community's heavy demand for useable fields and synthetic turf sportsfields.
FERNDALE SIGNAGE PROGRAM I FERNDALE, MI
Through an intense public process,developed a wayfinding master plan to serve
as the roadmap for all future city signage projects and advanced plan details to a
first-phase construction project;served as project manager.
RESPECT FOR LAND AND COMMUNITY.
Bozeman ( Unified Development Code Proposal ( Page 11
Informational Content
NICK KALOGERESIS, AICP LAKOTA
Vice President 12008-Present
Nick brings 18 years of experience in historic preservation planning and traditional
commercial district revitalization.Previously,Nick worked for the National Trust for Historic
r Preservation's Main Street Center where he consulted with clients across the United States.
Nick is also a frequent writer and has presented at conferences for the American Planning
Association,Congress for New Urbanism and New Partners for Smart Growth,among others.
SIGNATURE PROJECTS
STRATEGIC HISTORIC PRESERVATION PLAN I SAN ANTONIO.TX EDUCATION
Worked with a 30-member steering committee to prepare a strategic plan to enhance Elmhurst College
the city's historic preservation program;developed guidelines for creating resource Bachelor of Arts-Urban Studies&History
surveys and established processes for landmark designations. Elmhurst,Illinois(1988)
MAIN STREET TECHNICAL ASSISTANCE PROGRAM I STATE OF OREGON
Provided revitalization services to 11 participating communities involving management University of Illinois at Urbana-Champaign
consultations and training in the Main Street Four-Point Approach@,a tool used for Masters of Urban Planning
revitalizing downtown districts by leveraging a community's assets. Urbana,Illinois(1991)
ENOS PARK NEIGHBORHOOD MASTER PLAN I SPRINGFIELD,IL ORGANIZATIONS
Drafted a master plan for the historic neighborhood located north of downtown and American Planning Association
within the Mid-Illinois Medical District.Recommendations called for creating a cultural American Institution of Certified Planners
walk linking downtown with the Springfield Art Association campus. National Trust for Historic Preservation
• Village of Oak Park Historic Preservation
MACARTHUR BOULEVARD MASTER PLAN I SPRINGFIELD.IL Commission2003-09
Developed streetscape concepts and signage/branding strategy for this commercial Society of Architectural Historians
corridor that connects a major highway to the downtown.Redevelopment scenarios DO.CO.MO.MO International
focused on converting vacant commercial properties to residential mixed use. Chaddick Institute of DePaul UniversiVs
HISTORIC BUILDING DESIGN&RESOURCE MANUAL I NAPERVILLE.IL Municipal Design Review Network
Prepared design guidelines for the National Register and locally-designated Historic
District that contains primarily residential resources and a college campus.The PUBLICATIONS
document is used by the Naperville Historic Preservation Commission for its Certificate • Main Street Now,'Incorporating
of Appropriateness review processes and for preservation education activities. Sustainability Into Downtown Master Plans
and Codes."May/June 2011.
CREATING ENERGY EFFICIENT MAIN STREETS GUIDE I STATE OF IOWA • Revitalizing Main Street,`Chapter 16:
Conducted training to eight Main Street Iowa communities focusing on adapting Master Planning,"`Chapter 17:Zoning and
sustainable design and energy-efficient practices for historic commercial buildings. Other Land Use Regulatory Tools."2009.
• Main Street News,"Form-Based Zoning:
DOWNTOWN MASTER PLAN I MOMENCE.IL The New Urbanism Comes to Main Street'
Served as project manager for planning process where majority of the district is listed March 2008.
in the National Register of Historic Places.Two conceptual r'nrerfront schemes were
prepared to provide direction for future improvements,including a new riverwralk, ACCREDITATIONS
community facilities,an Interpretive tail and a landscaped amphitheater. AICP
CERMAK HISTORIC ARCHITECTURAL SURVEY I BERWYN,IL PAST EXPERIENCE
An intensive level survey of architectural and historic building resources;included National Trust for Historic Preservation (1998-
in-depth archival research,field documentation and evaluation of 155 properties for 2008)
potential eligibility for the National Register of Historic Places. State of Illinois Main Street Program(1995-98)
SIX CORNERS MASTER PLAN I CHICAGO,IL
Plan included recommendations for increasing density,improving mixed-use shopping
environment,providing meaningful public spaces and building upon the historic
Portage Park theater as a focal point for a new entertainment district. RESPECT FOR LAND AND COMMUNITY.
Page 12 1 Unified Development Code Proposal I Bozeman
References
Wauwatosa
Zoning Ordinance
i
duncan associates
Scope
Comprehensive zoning ordinance update
Highlights
Consistent with new comprehensive plan
Implements small area plans
New overlay district for North Avenue
Promotes sustainability
Prime
Duncan Associates
The City of Wauwatosa(WI)retained Duncan Associates to prepare Manager
a comprehensive zoning ordinance update in 2010,following Kirk Bishop
completion of a new comprehensive plan.The new ordinance, Subconsultants
which was adopted in 2012,represents a complete overhaul of None
the city's 1972 zoning ordinance.It eliminates and consolidates Status
several obsolete zoning districts,modernizes the zoning district Adoption 2012
nomenclature and establishes several new base and overlay zoning Reference
Paulette Enders
districts.A new overlay for North Avenue serves to implement Community Development Director
a series of form-based controls for the city's main east-west City of Wauwatosa
corridor.The new ordinance also provides increased flexibility for 7725 W.North Avenue
Wauwatosa WI 53213
nonconforming situations and reduces minimum off-street parking (414)479-3531
requirements. penders@wauwatosa.net
Bozeman I Unified Development Code Proposal Page 13
References
i
Zoning Ordinance
Duncan Associates recently prepared an update of the Downers
Grove(IL)zoning ordinance,the first comprehensive overhaul
since the mid-1960s.The update focused on:
• Implementing relevant goals and policies from the village's
award-winning comprehensive plan;
• Protecting the character of stable residential neighborhoods; duncan associates
• Incorporating provisions that are supportive of compatible
infill and redevelopment; Scope
• Accommodating sustainable development practices;and Zoning ordinance update
• Creating provisions that are well-organized,illustrated and Highlights
Public/institutional zoning
as easy to use,administer and enforce as possible. Administrative variances
Contextual infill regulations
Illustrations/graphics
I I Medical cannabis zoning
® I I Prime
Duncan Associates
® I Manager
buildable buildable
area I area I Kirk Bishop
:® Subconsultants
None
Status
Adoption 2013
Reference
QD Minimum lot area ®Minimum street setback Tom Dabareiner
® Minimum lot width ®Minimum interior side setback Former Community Development Director
QD Minimum streetfrontage ®Minimum rear setback (630)346-4764
O Maximum building coverage Dabareiner@gmail.com
Page 14 Unified Development Code Proposal I Bozeman
References
9iity unUD & ustaina Audit
Duncan Associates prepared Lake County's first unified
development ordinance in the late 1990s,resulting in the
consolidation of multiple land use ordinances into a single
unified document.In 2011,the firm assisted in preparing
a sustainability audit of the UDO,watershed development
ordinance and building code.The resulting report included
recommended actions and sample ordinances that addressed:
Energy Conservation+Renewables;Land Use,Transportation
+Mobility;Open Space+Natural Resources;Water Quality+
Quantity;Stormwater Management;Redevelopment+Reuse;
Construction-Phase Pollution Control;Outdoor Lighting;Indoor duncan�associates
Environmental Quality(IEQ);and Food Supply. Scope
UDO and sustainbility audit
Highlights
Consolidation of mutiple ordinances
Updated lot and building regulations
Streamlined procedures
Sustainbile practices research
Sample ordinances and recommendations
m Prime
Duncan Associates:UDO
= The Lakota Group:Sustainbilty audit
Manager
6r Kirk Bishop
Subconsultants
Primera Engineers
Status
UDO adopted
Sustainbility audit complete
Reference
Eric Waggoner
Executive Director
Lake County Dept of Planning,Zoning and
Building
500 W Winchester Rd
Libertyville IL 60048
(847)377-2600
EWaggoner@co.lake.il.us
Bozeman I Unified Development Code Proposal Page 15
References
Hi bland Park
Do ntown Zoning
�a
`f.
duncan associates
Duncan Associates prepared a series of downtown zoning text
and map amendments for the City of Highland Park(IL).This work Scope
occurred as the final stage of a downtown plan update.The text Downtown zoning amendments
amendments address(reduced)parking,urban design,increased Highlights
residential density and maximum building heights.The amendments Implements new downtown master plan
Form-based controls
follow a form-based approach,promoting walkable urban Reduced minimum parking
development patterns. Higher density mixed-use allowances
Prime
The Lakota Group
Manager
Kirk Bishop
Subconsultants
Duncan Associates
Status
Completed January 2014
Reference
Lee Smith
Senior Planner
City of Highland Park
1150 Half Day Road
Highland Park,IL 60035
(847)926-1612
Ismith@cityhpil.com
Page 16 Unified Development Code Proposal Bozeman
References
TIJIJS
Zoning Code
Updating Tulsa's 40-year-old zoning code was identified as
a top priority in the city's groundbreaking comprehensive
plan,PLANiTULSA.The new zoning code prepared by Duncan
Associates is a hybrid,incorporating conventional and form-
based zoning provisions.One of many key enhancements
included in the new code is the inclusion of mixed-use zoning
tools and context-sensitive infill regulations for built-up areas of
the city. duncan assoclafes
Scope
Comprehensive zoning code update
sLsraeueur
- /. uUlEPLSE
iKFaL Highlights
PLANitULSA �� New Mixed-use districts
CLM
Context-specific parking
°FG4NWT0N New housing types
FONMAT �
ZONING "� Administrative variances
`vnacouas
CODE New small lot residential district
UPDATE
Prime
Duncan Associates
pd,le Mxess and s��gested ch:nyc
Manager
Kirk Bishop
Subconsultants
Connie Cooper
Status
Adoption 2015(est)
Reference
Theron Warlick,Project Manager
City of Tulsa
Planning Department
175 E.2nd St
UlSa Suite 570
Tulsa OK 74103
(918)576-5677
twarlick@cityoftulsa.org
Bozeman I Unified Development Code Proposal Page 17
References
KANSAS CITY
Development Code
On-Line Work Sample
Duncan Associates prepared a comprehensive overhaul
of Kansas City's zoning and subdivision regulations.
This important update—the first in nearly 50 years—
incorporated dozens of new and amended regulations and
procedures,including provisions designed to incentivize
open space and conservation-style development through duncan associates
provision of density bonuses and reductions in lot area and
setback requirements.Neighborhood-serving retail uses are Scope
now allowed within residential districts,allowing residents Comprehensive development code update
to walk to nearby retail and service uses.The new ordinance Highlights
also includes new riparian buffer provisions,a pedestrian Pedestrian-oriented overlay
New downtown districts
overlay zone,innovative parking and access management Riparian buffer regulations
provisions,and streamlined approval procedures.As the Open space development
final stage of the project,Duncan Associates oversaw Prime
deployment of a fully computerized,map-linked version of Duncan Associates
the new zoning and development code. Manager
Kirk Bishop
Subconsultants
I Dyett&Bhatia
Talifero&Brown
Patti Banks Associates
Status
�^ Adoption 2010
' ! Reference
Patty Noll
City of Kansas City
y s _ F i� {ii �1 'J Planning&Development Department
-'�t PLiuoili�J Pry I 414 E.12th St.,15th floor
Kansas City,MO 64106
(816)513-2864
i� dt.d
- Patty_Noll@kcmo.org
Page 18 Unified Development Code Proposal Bozeman
References
Fort Worth
Zoning Ordinance
Duncan Associates updated Fort Worth's zoning ordinance in
the late 1990s,the first comprehensive update since 1953.The
update focused primarily upon making the new ordinance a
more contemporary and user friendly document.The Fort Worth
zoning ordinance project received the annual current planning
project award from the Texas Chapter of the American Planning
Association and remains contemporary to this day.
On-Line Work Sample
Chapter l District Regulations City of Fort Worth Zoning Ordinance
duncanassociates
4.705 One-Family(-A3")Diafrid !
0.Puryoa ad Mont
Bu1Fe Wp>m erd o••:eritl Ue QVFanMy(AS)pchidbpc+tleasxcl mrs:vr..Benitrvn/at c=ed Scope
B.5.'J00 aoare)etl b V'e de+eoprnent a a ore-Ivriay Mt]•O on esNi M erq soxssary ueea
°a' Zoningordinance reorganization and reformat
In Ve Ore-FaeN/('hS)DrtriX ro laddrg tt 1aM 4u1 Ba useo ati rq Euarg sha,p!Mrtltln eroded, 9
nxastidee aettM rr edaryytl mr eFaaa C.stnmmdOoaterry Ee swoO,evoepltiamordarep viPi'M
.<..In ta ai r A N tdea,,ar se 8 an0 Ue x,Wm .alWd Clr)e 5
crr -Yv,IIpdandvds
tIvO—Fm,F&T)D v
Highlights
a—va`"'vta"e Reorganization and reformat
°aereetnin—seee(Cra Tables,graphics,illustrations
Wd
LW Ara 6,000 sµaa leel rrinmm ((7wger 6'Lbvekpr.M 5la�tbrb sect 6 S01
ltl Area nd senvtlay Santay Senei aaGM1lab7A'amV idm.sedan
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Lol Covmfle SO PerrM mmcrrs=n
Fr—Yard— 701cc1mrrvn(bal Wed)151H nrirsm(irticd bos'cuai) Duncan Associates
Ras,Ysrd 5fetl ni4rr=n
Btds Yud•
a=�a 51e"na.aan Manager
�,�lat•• ;,nleeln;rJ.,.naga�„faawx,rextare g
5 fexl n'rvnsn la inarlor fol 6N
HYpM (15 red risamm(aeeGrerlr6M•abp"MSxtlaVs.xectrn6i00NegM) James Duncan
Notes:
•See(Ch.gw 6 tcve4 1S.n�Sector It IND Ym )11 by ya,,/W s)r mq,& ayes
••away wsrF•ac* y d(S—e.101G)_ SubconsuItonts
ca<p-1p.-.-h..a-+ —In�aa aa-andBarc)�al"«d=�« ^,anima(saaaa�seswa�n Duncan Associates
Use Sardu2 5sem 5311 Anmuy&�hqs an Rc�irJLYlsys a•=Y CN�'eS Dernepnerl S' 6rts Sector
F YarGY)
ences-2fcet Hghn e t t h fo yd(dSae Cpnb5Supm Ua
d St 5W*Fea fI-req—rtslalenoaIII op ¢ N
Status
F-ee-M eeGepe,6'0ntxSbs%d.Ssm807Sqe Fay Resifaf••
Adoption 2001
.r
Reference
Fernando Costa,
�E I j _E f LaT Assistant City Manager
(Former Planning Director)
ati:�oGww ,
v•_�-- 1000 Throckmorton
Pxmr:
120 OlrQ=14 Fort Worth,TX 76102
(817)392-8042
fernando.costa@fortworthtexas.gov
Bozeman I Unified Development Code Proposal I Page 19
References
Rik Plano
Zoning Ordinance
a j
. - I
'i
Duncan Associates conducted a review and anlaysis the Plano(TX) zoning
ordinance,as well as a complete reoganization of the document.The firm was
recetly selected to be the official codifer and publisher of the reorganziaed
ordinance.
duncan associates
Scope
Zoning ordinance review and assessment
Zoning ordinance reorganization/reformat
Highlights
Fully hyper-Inked ordinance Status
Complete index
Ongoing
Prime Reference
Duncan Associates Christina Day,Planning Director
Manager City of Plano
1520 K Ave.Suite 250
Kirk Bishop Plano,TX 75074
Subconsultants (972)941-7151
None chrisd@plano.gov
Page 20 1 Unified Development Code Proposal Bozeman
References
LT Al IUD
i
SALT LAKE COUNTY
Template Code,currently being calibrated in three communities For Mandatory,Integrated Codes
Intended for use mainly in Infill locations
A template code was crafted for complete transit centers and transit corridors in the Wasatch Front.Funded
by a HUD Sustainable Communities Grant,the Model Code is a direct result of the Wasatch Choice for 2040
planning initiative,the region's comprehensive land use and transportation vision.
The Model Code is centered around six"catalytic , S
site"master plans that represent a range of com-
It"i
lie■ 'r
munity types and transportation modes common to
other TODs in the region. The lessons learned with -- -• • Its100
! ■
these plans will be transferred to future locations. �'���■ am
The model TOD code was written to be calibrated by 1 I —-- ,___ ■
_
individual communities based on their transit place ;j'J Milli 11
type,as transit stations have different intensities and ■®N
land use contexts.These place types were developed '"" °"
to be useful for both existing and planned transit a ON;
stations.
David White,Principal Planner Salt Lake County(801)468-2072 / iIle1
DDWhite@Dslco.org Salt lake County Place Types.
prepared by Leslie Oberholtzer as a Principal with
Farr Associates
CODAMETRICS
Bozeman I Unified Development Code Proposal I Page 21
References
Station Area Codin
ST. LOUIS PARK, MINTSOTA
=1CD a: FRONTAGETYPES
"�_m
® _ 1.13hopfr BMNne
® L J��_., 9wpfm Wooddale
r.®���� r® a 15hopfmnc Mkneronkn
1./ShoptronL lake
3 fID71��� ®r�w®!��_ ®® r 'Am ?� ssnopnoneoRrow
l ID ,1`'\�4�—' tl"- 21 General,Bulness Park
�_^ ® CD �9 ' 22 GeneratWaaddale
alp,
_ I i'-fill
1 ` �.e.� 23Genmit Neight-hood
I1�STI� ' �• � >< 24GenelaL LoulAana/Oxford
® 3.1 ApartrnerwRoxhause:
■f 1 1 Be
i- � ,%
SY 11>•3 � 0000
i 3z Apartmem/Rowfious:
l® ®�/ BekNnr
33APartmenURMt-W:
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W4.00ddale
ono ■■pNT q 115RI:®111f II■1111111� - '�,. mead rOmusWar@rwse;
HE
+ �11� ■ BELRNESTATION
51 worAgeop Warehouse
O
Camb edge
52 Y,6rk9mp Warehww Gorham/
Repubk
. ®aD INFRASTRUCTURE
® 'ter R!• open Spare
N-ABey
�® ®
Excerpt from the regulating map for Beltline Station showing application of Frontage Types
CodaMetrics'staff recently drafted a form- Seconcary
based code for three future station areas to be Build-to Zone Side Setback lines
located in St.Louis Park,an Inner-ring suburb of I IrT
Minneapolis,on the Southwest Light Rail Transit ! ll.L--------i
I Setbd(k
METRO Green Line Extension. url
After completing a set of community workshops ' i o
utilizing Image Preference Surveys to solicit
stakeholder input about the future ofthe three a
areas,CodaMetrics used this information to o i
develop a set of regulating forms,defined as w
Prima
Frontage Types specific to each station location : :............ I-4,BL,nd-o
and the desires ofthe community. I L Zone
More information:httpl/www.stlouisporkorg/zoning-
code/form-based-code-development-undenvay.html PRIMARY STREET
Building must tUUCh the
intersection ofthe two Build-
Client:City of St. LOUTS Park to Zones at Corner
Date Prepared:Fall 2014
FIGURE 36-338-1 Build to the Corner
Approximate Cost$125,000 This diagram illustrates how buildings on comer lots must occupy the
comer in order to anchor the Intersection.As in all form-based codes that
Reference:Ryan Kelley,Project Manager CodaMetrics writes,the use of build-to zones and designation of primary
952-928-2841 and secondary streets is an important element of framing the public
realm.
www . codametrIcs . coln CODAMETRICS
Page 22 I Unified Development Code Proposal I Bozeman
References
LA TA
STATE STREET CORRIDOR PLAN Columbus, Indiana
�rA .�" ��- /� ��\\ �`.\ , may, ^ ;�•
dr, Fijii t Ut, CHI
�i j;• �� .. r. as,
HOUSE _ I __ ART. I .if •IY
Ak
DESCRIPTION
Lakota,along with the Troyer Group and CLUE Group,prepared a new master plan
PROJECT STATS for the State Street Corridor,a two-mile thoroughfare that includes a significant
Start Date:April 2013 concentration of light and heavy industry along with a mix of residential and
Completion:May 2014 commercial land uses.Goals of the Corridor Plan include understanding the market
potential for new commercial and residential development,creating options for
urban design and streetscape enhancements,exploring changes to the roadway
to incorporate new parking and bicycle lanes and considering effective business
development strategies for encouraging new start-up retail and light-industrial
PROJECT REFERENCE enterprises to locate on State Street.
Jeffrey R.Bergman,AICP,Planning Director
City of Columbus-Bartholomew County The Corridor Plan is scheduled to be completed in November 2013,Lakota is being
Planning Department assisted by the Troyer Group,Mishawaka,Indiana,and the Community Land use
812-376-2550 and Economic Group from Philadelphia,Pennsylvania.
RESPECT FOR LAND AND COMMUNITY. THE LAKOTA GROUP.
Bozeman I Unified Development Code Proposal I Page 23
References
LAKOTA
NORTHEAST NEIGHBORHOOD + EDDY STREET CORRIDOR
MASTER PLAN & DESIGN GUIDELINES South Bend, Indiana
I�-
�� s
l
PROJECT STATS DESCRIPTION
Start Date: 2003 The Lakota Group prepared a redevelopment plan and design guidelines for a
Completed: 2005 deteriorated,underdeveloped neighborhood located between the University of
Updated: 2008 Notre Dame and downtown South Bend.This effort focused on creating a mixed-
use community that includes new single-family homes,row homes,condominiums,
apartments,shops,restaurants and hotels to serve local residents,faculty,students
PROJECT REFERENCE and visitors.Lakota worked closely with several governmental and non-profit entities
Greg Hakanen,Director of Asset Management to create the future vision of a dynamic new"old"neighborhood.The guidelines
and Real Estate Development included a range of urban design,landscape,streetscape and architectural images
University of Notre Dame that illustrate the new development's desired character,as well as maintain building
225 Flanner Hall preservation.Lakota also assisted the University with recruitment of the master
Notre Dame,IN 46556 developer.Two phases of the redevelopment plan,the mixed-use Eddy Street
574-631-9979 Commons and the mixed-income,Triangle Neighborhood,have been constructed.
hakanen.l@nd.edu
RESPECT FOR LAND AND COMMUNITY. THE LAKOTA GROUP.
Page 24 1 Unified Development Code Proposal I Bozeman
References
LAKOTA
WILLOW ROAD CORRIDOR PLAN Northfield & Winnetka, Illinois
�•' , fit. �,4 I1Y:.�t'FhF�"; ',}. I
L �
PROJECT STATS DESCRIPTION
Start Date: May 2007 The Willow Road Context Sensitive Enhancement Plan was an eight-month
Completed:May 2008 collaboration between the villages of Northfield and Winnetka,a steering committee
and The Lakota Group/Christopher B.Burke Engineering.As a major east-west
strategic regional arterial roadway that passes through both municipalities,Willow Road
has been a major community character and planning issue for decades.The joint effort
between the municipalities was initiated to study solutions for achieving an improved
roadway that meets both communities'character goals within the framework of a new
PROJECT REFERENCE IDOT roadway planning process called Context Sensitive Solutions.Lakota's final
Stacy Sigman,Village Manager corridor plan ultimately created a shared vision that was used to guide the final design
Village of Northfield and reconstruction of the roadway.
(847)441-3852
RESPECT FOR LAND AND COMMUNITY. THE LAKOTA GROUP.
Bozeman I Unified Development Code Proposal I Page 25
References
LAKOTA
SOUTH MAIN REVITALIZATION STRATEGY Rockford, Illinois
y iitl®SOs Q!m ®m27 �
AA-
-r
PROJECT STATS DESCRIPTION
Start Date: October 2010 Lakota,along with the CLUE Group,TY Lin International and Arc Design Resources,
Completion: December 2011 led a team in preparing a revitalization strategy for Rockford's South Main Street.A
land use framework,transportation enhancements,market strategies,streetscape and
signage concepts and implementation steps were developed for the main gateway
corridor located south of downtown Rockford.Development opportunity sites were
identified for new commercial,office and residential land uses.Strategies include
reusing vacant buildings,creating a new district brand,improving physical conditions
PROJECT REFERENCE and reconnecting to the adjacent Rock River with new public amenities.Streetscape
Patrick Zuroske,Capital Progam Manager concepts were also designed as elements of continuity throughout plans for a soon-to-
City of Rockford be reconstructed]DOT roadway.
815-987-5570
RESPECT FOR LAND AND COMMUNITY. THE LAKOTA GROUP.
Page 26 1 Unified Development Code Proposal I Bozeman
Outline of Services
The scope of services outlined in the city's RFP reflects a logical and straight forward
approach to completion of the Bozeman assignment. It aligns with an approach our team
has used successfully on dozens of similar projects. The outline of services presented here
reflects our time-tested methodology for successful completion of similar projects. It can
be adjusted to meet the specific needs of the city.
Phase 1 : North 7t h Avenue conditions, and land use issues.The culmination
of these efforts will prepare stakeholders to move
Corridor Plan into the Visioning process. Several key tasks
included in this task include:
Task 1.1: State of the Corridor Project Start Meeting and Corridor Tour
This task will include a comprehensive review and A project start meeting/workshop with City staff
analysis of the following: and Steering Committee will be conducted to
introduce the Team and discuss plan mission
• Previous Plans/Studies and goals, issues and challenges,work plan and
• Existing Land-Use Mix schedule and available data and resources.
• Existing Roadway, Urban Design and Field Work and Base Mapping
Environmental Conditions Collect available digital base maps, Comprehensive
Plan and other studies,aerial photos for use
• Transportation Conditions/Plans/Studies during the analysis task,and Geographic
• Market and Development Trends Information System data, including parcels, rights-
of-way, building footprints, easements,curb-line,
• Existing Zoning Code and Development edge of pavement,walks,vegetation,and zoning
Standards and general topography for use in planning
• Recent/Pending Private Developments and analysis.
Public Projects Steering Committee and Stakeholder Listening
• Development Opportunity Sites and Key Sub- Sessions
Areas Conduct a focus group discussion with a Project
Steering Committee and local stakeholders
• Building Permit Trends to review land use, market, real estate,
• Real Estate Inventories,Tax Rates, Residential transportation, and infrastructure conditions and
and Commercial Prices/Lease Rates, Major opportunities affecting the Corridor and to discuss
Employers,and other Economic Development potential planning and urban design strategies.
Information Land Use and Urban Design Analysis
• Corridor Business Directory Analyze existing land use,zoning, physical
conditions,streetscape and ROW,wayfinding and
• List of Active Community and Neighborhood signage,and road networks to establish a baseline
Associations of information for the planning process. This task
The first task of the process will include City staff will include the production of necessary drawings
review,Steering Committee meetings and focus and exhibits. Based on the analysis,the Team will
groups,and key stakeholder interviews.The develop transects or sub-areas of the Corridor in
analyses and meetings will be summarized in a order to better understand specific land use and
State of the Corridor Report,which will include a development conditions.
review of policies,existing conditions,development Transportation and Infrastructure Assessment
strategies,transportation issues, market Assess infrastructure and roadway conditions;
Bozeman I Unified Development Code Proposal Page 27
Outline of Services
general traffic,truck freight,and transit issues,and community workshop will be conducted to
bicycle and pedestrian facilities. gain public feedback and further refine the
State of the Corridor/Existing Conditions Report development concepts,generate additional
Prepare a report that summarizes the analyses planning/design ideas, and prioritize an overall
regarding land use, urban design, infrastructure, land use,transportation and design direction for
transportation and development issues and the corridor.
opportunities.The report will be well-illustrated To go beyond basic land use and market thinking,
with graphics, photos and images that document and assist stakeholders visualize the physical
existing conditions. development potential of the Corridor,this task
will include a series of design and development
Task 1.2: Corridor Visioning studies. Lakota is known for its"Min-Mid-Max"
During this task, concepts that address land approach,which involves presenting multiple
use, urban design,wayfinding and streetscape concepts and scenarios to help area leaders and
enhancement,access and circulation, parking and residents visualize the physical scale, character,
potential development opportunities.The goal of and context of potential development and
Task 1.2 is to solicit input from local stakeholders enhancements to the Corridor. This task will also
on potential corridor planning strategies. A
too
• •loam- wrau i I l c,
afc a; %Vvp • V4
t. t 'S
5
r list' .
WON
.w
Photo:North 7th Avenue,circa 1970(Bozeman Community Plan)
Page 28 1 Unified Development Code Proposal I Bozeman
Outline of Services
address Corridor planning goals, policies,and Corridor Plan
transportation and infrastructure needs. General A Corridor Plan will be prepared incorporating
tasks include: plan drawings, design concepts/graphics, overview
Land Use Strategies and Urban Design/ narrative,development capacities,and an
Transportation/Development Concepts. Implementation Strategy.The Corridor Plan will
Prepare a range of site specific and Corridor include the following components:
general land use/urban design and development Land Use, Urban Design Plan. Refined land
concepts that address: use strategies and an overall urban design
• Streetscape/intersection improvements enhancement and signage plan will becreated focusing on public improvements,
• Land use mix and development density streetscapes, public spaces and general
• General building and parking massing redevelopment opportunity sites.
• General road/street network improvements Transportation Recommendations.A
transportation enhancement plan component
• Bicycle and pedestrian paths and connections will be prepared that optimizes vehicular,
• Open space and greenway linkages pedestrian,and bicycle access and movement.
The plan will recommend pedestrian
• Area physical character/image improvements and roadway treatments and
• Infrastructure improvements the Team will provide a general magnitude
of costs, including any system management
• Transit facilities upgrades to traffic signals or street network
Community Visioning Workshop/Open House#9 operations and traffic flow orientations.
Conduct a workshop/open house with Corridor The Implementation Strategies will outline the
stakeholders and the community at large to review specific tasks,timeframe,and the roles and
the alternative land use strategies/development responsibilities of public and private sector
and design scenarios; options according to their participants in implementing key Corridor Plan
short and long-range potential for accomplishing strategies and objectives. Implementation
plan goals and objectives will also be evaluated. strategies will focus on:
With an open house format,stakeholders Zoning
and community residents will have additional
time to view drawings and concepts,answer Catalytic projects
questionnaires and discuss plan strategies during Priority level,time frames,and parties
roundtable discussions. responsible for initiating key actions
Workshop Summary Key interrelationships/dependencies between
Prepare a memorandum that summarizes input
from the workshop for City,Steering Committee projects
and stakeholder review. Land assemblage strategies(public sector,
Task 1.3 — Corridor Plan facilitated private sector, and joint ventures)
Based on the input from Tasks 1.1 and 1.2,a more On-site and off-site public improvements and
specific Corridor development and revitalization urban design enhancements
framework will be prepared. An implementation Timing and phasing of development within
strategy will also be created to address policy and among the priority sites
and zoning changes as well as public and private
actions that can be taken to advance the goals Public financing tools the municipality
and objectives of the Corridor Plan. General tasks may need to consider to achieve targeted
include: objectives
Bozeman I Unified Development Code Proposal Page 29
Outline of Services
• Developer recruitment strategies
or small groups to further explore issues related
• Business development assistance programs to existing zoning regulations and procedures.
• Organizational development strategies/funding Public Kick-off Meeting
• Performance indicators and program We will lead an evening project kick-off meeting
monitoring intended for the general public.This meeting
will be used to announce the project and signal
Community Workshop#2 the beginning of an open and transparent
A second community workshop will be conducted process leading to adoption of the city's new
to review preliminary plan recommendations and unified development code. During the public
implementation strategies. Like the first workshop, meeting,the team will describe the overall work
the workshop will be conducted in an open house plan/schedule and identify opportunities for
format. public participation and input over the course
Final Plan and Report of the project. Other agenda items and meeting
A Final Plan and Report will be produced based activities will be identified in consultation with city
on comments and direction from the City and staff.
Steering Committee. Media
Plan Commission and City Council Presentations We will work with the city to obtain media
Duncan and Lakota will assist the City in preparing coverage of the update project, including
presentations to the Plan Commission and City participation in press conferences and preparing
traditional press releases.
Council.
We will also use social media,such as Twitter and
Phase 2: Citywide UDC Instagram,to broadcast information about the
Task 2.1: Mobilization project and solicit public involvement.
Website
Kick-off Meeting We will design, host and maintain a project
We will begin the project by meeting with city website,which will serve as one key outlet for
staff to identify information sources, refine disseminating information throughout the
responsibilities, discuss overall goals and project. Examples of Duncan Associates'previous
scheduling, and discuss priority issues to be ordinance update websites can be viewed at:
addressed in the new UDC.
• zoningfairfax.com
Document Review/Data Collection westchesterzoning.com
We will conduct an preliminary review of the
comprehensive plan,existing development planitulsa.og
regulations and other relevant documents before
our initial kick-off meeting. During the kick-off
meeting,we will work with city staff to identify and
collect other documents,studies and information.
Field Surveys I
We will supplement our existing knowledge of the ,
city with additional field surveys.These walking and 1
driving tours will be used to gather photographs,
conduct site analyses and further explore specific
zoning issues identified during the project. '
Listening Sessions
We will conduct listening sessions with individuals
Page 30 1 Unified Development Code Proposal I Bozeman
Outline of Services
Task 2.2: Project Direction and After delivery of each module,we will attend
Ordinance Outline meetings with staff and the advisory group to
discuss the drafts.
Outline and Directions Report
Based on our technical review of the city's Task 2A Public Review Draft
existing plans and regulations and the other During this task,we will prepare a public
input received in Task 2.1,we will prepare an review draft of the new development code that
Outline and Directions report that recommends consolidates the modules prepared in Task 2.3
key substantiative and organizational direction and reflects the comments and direction received
for the new UDC. Our objective in this task will from the project advisory group.
be to identify key substantive, procedural and After allowing time for citizens to thoroughly
organizational issues to be addressed in the review the public workshop draft,we will facilitate
new ordinance.The task 2.2 report will include a public review workshops, open houses,focused
proposed outline for the code.
(small group) review sessions and other activities
Advisory Group Review to present the draft and receive comments
After allowing time for thorough review of and recommendations for further changes and
the draft Outline and Directions report,we will refinements.
meet with the project advisory group staff to
discuss the document and solicit comments and Task 2.5: Hearing Draft
recommendations for changes. Based on this Following additional input received during Task
review,we will prepare a revised version of the 2.4,we will prepare a public hearing draft of the
report for public review. new UDC.
Public Review Task 2.6: Hearings
We will present the draft Outline and Directions After allowing time for city staff and officials to
report in a public meeting or workshop.This thoroughly review the public hearing draft and
presentation will focus on the types of new provide required notices,we will present the draft
or revised regulations that will be necessary at public hearings and meetings of the planning
to accomplish the goals of the rewrite/update commission and city council.
project. Task 2.7: Final UDC
Task 2.3: Internal Draft Based on the final action of the city council,we will
Task 2.3 will culminate in the delivery of a produce a final, adopted version of the new UDC,
preliminary(in-house review)draft of the new including any changes made during the hearing
UDC.The initial draft will be prepared in 3 process. Documents will be provided in paper
modules, breaking the overall document up into copy and digital format. An Internet-ready, hyper-
smaller,functionally related components for easier linked version will be provided.
review.
All draft modules will include types of changes and a DOS '
new provisions identified in Task 2.2, as well as ,••` •,:; ►
general editing and technical changes. Because of
the preliminary nature of the initial internal review
draft,we will likely delay creation of at least most * _
illustrations until the second (public review)draft.
In preparing the draft development code,we �, `•.,,i8$3 ��
will identify substantive amendments to existing
CO. O
regulations through footnotes, editor's notes and
conventional legislative formatting techniques.
Bozeman I Unified Development Code Proposal I Page 31