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PROJECT SUMMARY
. May 22, 2015
architecture•planning•urban design
RE: Professional Services to Update and Amend Chapter 38, Bozeman Municipal
make(mak)vb 1 to bring into being by Code, Unified Development Code
shaping or altering 2 to form in the mind,
a judgement or plan 3 to put together
by combining parts 4 to build,construct,
formulate,devise,create 5 to prepare
for use;arrange 6 to cause to happen Dear Members of the Selection Committee:
We are please to submit this proposal for Bozeman's Development Code Update and North
Studio 7th Avenue Redevelopment Plan, We've assembled a special team, including:
Cascade • MAKERS—Consultant team manager and planning/community design lead,
Community Planning&Design . Studio Cascade, Inc, (SCI)—Community engagement lead and development code
support, and
• Leland Consulting Group(LCG)—Developer outreach and feasibility.
L•LELAND CONSULTING GROUP MAKERS and SCI are both friends and frequent competitors, This Bozeman project
presents a unique opportunity for us to collaborate and share our strengths for a project
that both firms are equally excited about. MAKERS brings special corridor revitalization and
ground breaking development code capabilities, while SCI brings innovative community
engagement skills and extensive regulatory and community design capabilities. Both firms
have worked extensively with LCG, who bring strong capabilities related to development
feasibility and implementation strategies.
This proposal contains our qualifications and relevant project experience,team organization,
individual qualifications, references, suggested timeline, community engagement strategy,
and scope of services. Key components of our approach include:
• Teamwork with staff to identify key participants, refine our community engagement
strategy based on project needs and resources, examine key issues, brainstorm options
and refine concepts, and draft code language.
• Close communication with the City Commission to focus on critical issues.
• Placing a great emphasis on implementation—notably in terms of feasibility and
document usability.
• Emphasizing graphic communication to illustrate concepts and options, generate a
compelling and achievable vision, and communicate development code provisions.
Needless to say,we are very excited about this opportunity and we hope to discuss our
team and project approach with you in the near future.
Sincerely,
1904 Third Ave,Suite 72E �]
Seattle,WA 9810- /
p 206.652.508C
f 206.652.5079
www.makersarch.com Bob Bengford
PROFESSIONAL SERVICES TO UPDATE AND AMEND CRN TER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 1
COMPANY DESCRIPTION
& CAPABILITY
MAKERS MAKERS is an award-winning planning and community design firm located in Seattle,
Washington. We have assisted communities in making and implementing wise decisions
PROJECT LEAD about their futures since our founding in 1972. With a staff of 17 professionals, MAKERS
Est. 1972 offers a full range of planning and urban design expertise including community planning,
street and public realm design, urban center planning, and design guideline development.
Relevant Projects Because of our broad experience, MAKERS excels at translating policy objectives into
visions that can be implemented through development regulations, capital improvements,
(*See Reference section for and public-private partnerships.
details)
• Ellensburg Land Development Our greatest areas of specialization align with the requirements for this project;
Code* • Crafting user-friendly development regulations to implement the community's vision and
• Boise Design Standards* plans.
• Capital Boulevard Corridor Plan* . Corridor revitalization planning and implementation.
• Highway 99 Form-Based Code*
• Chelan Downtown Code* MAKERS created the regions'first groundbreaking comprehensive design guidelines in
• Bonner County Code* the early 1990s. Our development regulation and design guidelines(including many award
winning projects)have been instrumental in numerous communities achieving their livability,
• Evergreen Way Revitalization sustainability, economic development, and design objectives. Partner and Project Manager
Plan Bob Bengford has helped communities adopt more than 40 sets of development regulations
• Sammamish Town Center Plan and design guidelines over the last 15 years alone. Our development code and design
&Code guideline projects emphasize a form-based approach (focus on the desired form of block
• Vancouver 112th Comdor Plan frontages, fagade articulation, and site and building details). Bob and other firm members-
(with Leland) are frequent publishers and conference speakers on guidelines and regulatory topics.
• Lacey Residential Code Update
• Bellevue Eastgate Land Of particular relevance to the North Seventh Avenue Corridor is our expertise in the
Use+Transportation Plan revitalization of transitioning districts and site development planning through a collaborative,
• Wenatchee Riverfront Plan public/private process. MAKERS'corridor/district master planning work integrates creative
• Tacoma Design Review Project physical planning with a sound, economics based development strategy. Many of the
firm's district redevelopment plans have involved evaluation of alternative use scenarios and
detailed urban design measures. Visionary and illustrative graphics that help to build a public
consensus around a compelling concept are also a hallmark of MAKERS work. MAKERS'
collaborative redevelopment planning is specifically implementation oriented and has brought
about substantial redevelopment of underutilized areas in communities ranging from Seattle,
r; Tacoma, Everett, Redmond, Mill Creek, Port Angeles, Port Townsend, and Kirkland to
Kennewick, Spokane, Boise, and Wenatchee.
_NE 14
lR M Sr_ j
MAKERS led the 1998 Downtown
Improvement Plan, which emphasized
streetscape, vehicular traffic and
parking improvements. Leland
Consulting worked on the plan's 2009 a ,o-
follow up. g f j
� kq One of three corridor
redevelopment concepts
presented at a workshop for
Forrest Park's Southern
Gateway Study(Rachel Miller).
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on NM Boor / app-75'hi9h / gn beh / are BuMcr
j / 1 >vaynom
/-PaAing / Eh;p.,mty
eo 1
BO1HftEWAY
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 2
SCI has worked for more than 80 public agencies across the US during the past 22 years,
STUDIO including counties, large cities, and small rural towns.We offer a variety of land-use planning
CASCADE , services - comprehensive planning, strategic planning, and amending and writing zoning,
environmental, shoreline, flood, subdivision ordinances and administrative procedures. SCI
IN has also worked internationally, consulting with the British Office of the Deputy Prime Minister
and with towns in the Scottish countryside.
COMMUNITY SCI's commitment to innovation in planning has established it as a go-to consultancy for
ENGAGEMENT LEAD, clients seeking broad-based public policy and broad-based support.
CODE SUPPORT Studio Cascade received APA top honors for its planning work on several recent projects,
Est. 1993 including Sultan's comprehensive plan (WA), Normandy Park's Manhattan Village subarea
plan(WA), Port Angeles'Waterfront Transportation Improvement Plan (WA), and Shawnee's
Relevant Projects Neiman Road Corridor Plan (KS).
• Hickory Land Development
Code
• East Billings Urban
Redevelopment District Plan
• Hamilton Corridor Master Plan
and Model Form-Based Code
In more than 250 communities across the country, LCG has helped shape long-term
LE LAND plans and built projects that immediately improve residents'quality of life and business
CONSULTING vitality. Such results include productive industrial districts that provide family-wage jobs,
revitalized brownfield sites, and high quality public infrastructure that serves as an amenity
GROUP for residents and an attractor for business.Their role is to keep the big picture in sight while
providing detailed market,financial, and economic analyses that make projects possible
DEVELOPER OUTREACH and successful. LCG works closely with cities, transit agencies, redevelopment agencies,
AND FEASIBILITY and other public entities to help cities work with the private sector in transforming plans into
developed projects. In support of this reinvestment and revitalization,the principals of LCG
Est. 1989 collaborate with design professionals to put strategies into place that result in on-the-ground
investment and change. LCG has served as a strategic real estate advisor to redevelopment
Relevant Projects or urban renewal agencies in Oregon, Washington, Idaho, Colorado, Nevada, and Utah.
• Comprehensive Plan Update Chris Zahas of LCG also supported the firm's efforts in the 2009 Downtown Bozeman
and Development Code Rewrite Improvement Plan.
• Redmond Downtown Urban
Renewal Plan Update
• Bozeman Downtown Plan
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 3
The matrix below illustrates MAKERS'team experience with some of the key project
RELEVANT elements associated with the Bozeman North 7th Avenue Corridor Plan and Development
TEAM Code Update. Project team members had a lead or substantial supporting role in all of these
projects.
EXPERIENCE _
& CAPACITY Legend:
•=Major project emphasis ° co a c
O=Minor project emphasis N 7 O N
•� O r E
*Award-winning project V m o
N C E L
Projects listed in bold=see reference section for ¢ a � w
more detail E E 0) z
Projects by Studio Cascade and Leland Consulting o o c 0 X � o � V,
5 - W. Group feature their acronyms after the project o E .� `m
�1 ���1
ci�llo _ name o a c m c 'm m C
o o w o � a) m
Project v v a- U) N U)o cn
oar
v �C=— Ellensburg Land Development Code* O • • • • O
Boise Citywide&Downtown Design Standards O • • 0 O
Clark County Highway 99 Form-Based Code 0 0 0 0 O
Chelan Downtown Plan& Code Chelan Downtown Plan&Code* 0 0 0 40 O
Tumwater Capitol Boulevard Plan, Design 0 0 0 0 O
Guidelines&Code Update*
Bonner County Land Use Code Update O
f Everett Evergreen Way Revitalization Plan* 0 O
Sammamish Town Center Plan&Code 0 0
Hickory Land Development Code(SCI) O
East Billings Urban Redevelopment District Plan O
SCI
Spokane Hamilton Corridor Master Plan&
Model Form-Based Code
Albuquerque Comprehensive Plan Update& 49
Code Rewrite LCG
- Downtown Redmond Urban Renewal Plan(LCG
Spokane Hamilton Corridor Master
Plan&Model Form-Based Code Downtown Bozeman Improvement Plan
(LCG&MAKERS)
Firm and project team member qualifications demonstrate that MAKERS'team features the
experience necessary to successfully complete this two-part Bozeman project. We are
also committed to providing the partner involvement and staffing necessary to complete this
project per the timeline and scope in this proposal. A check with our references to these
projects will demonstrate our professional service commitment and ability to achieve the
desired outcomes.
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE.UNIFIED DEVELOPMENT CODE 4
INFORMATIONAL
CONTENT
The chart below illustrates how we would coordinate with the City of Bozeman through the
organization of our team. Individual personnel roles are also included and bios for each
member are on the following pages.
City of Bozeman
Bob Bengford, AICP
MAKERS
Project Manager
CascadeStudio
Gerald Hansmire William Grimes Chris Zahas,AICP
Partner Resource Public Engagement Develop Outreach and
Rachel Miller, Charles Bates Economic Analysis Lead
Urban Designer Code Development Matt Craigie
Joming Lau Rick Hastings Developer Outreach and
Planner Public Engagement Economic Analysis Support
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 5
MAKERS
BOB BENGFORD, AICP
Role,Partner-in-Charge, Consultant Team Lead
Bob is a certified planner with over 20 years of planning and urban design experience
including work in California, Idaho, and Washington. He holds a Bachelors of Science
Degree in City and Regional Planning from Cal Poly, San Luis Obispo, and a Commercial
.� Real Estate Certificate from the University of Washington. Bob manages a variety of
complex projects including community design guidelines and development regulations,
downtown urban design plans, neighborhood plans, streetscape design plans, and rural-
area plans. Completing over 40 regulatory/design guideline projects in his 18 years at
MAKERS, Bob has become a regional expert in crafting regulations and design provisions
to meet community objectives. His experience runs the full spectrum of community and
development types, including dense urban downtowns, historic communities, auto-oriented
Bob's award-winning commercial corridors, established neighborhoods, and rural communities. Bob's background
projects: as a planner for several cities/counties, including Bonner County, Idaho(1995-1997), has
• Ellensburg Land Development provided him with a solid foundation and understanding in how development regulations
Code Update(Governor's Smart work(and often don't work).This experience has been helpful in collaborating with staff,
Communities Award, 2014) public officials, the development community and community members in identifying critical
• Chelan Downtown Code issues, brainstorming solutions, illustrating the benefits and drawbacks of various options,
(Governor's Smart Choice and ultimately crafting user-friendly documents that help communities achieve their design
Award, 2011) and development goals. _
• Everett's Core Residential Bob also provides design review assistance and staff training for a number of cities, including
Standards(Governor's Smart Woodinville, Normandy Park, and Clark County. He has led multiple conference sessions
Choice Award, 2009) on hybrid form-based codes and design guidelines and he is a frequent contributor to
• Everett's Downtown Plan and the Municipal Research Service Center's Planning Advisor Column (link: http://mrsc.org/
Design Standards(multiple Home/Stay-Informed/MRSC-Insight.aspx?catID=168&cat=Planning%20Advisor). Bob also
awards, 2007)
• Wenatchee Riverfront Plan and chairs Washington APA's Community Planning Assistance Team program (link: http://www.
Development Standards(WA washington-apa.org/communfty-planning-assistance-teams).
APA, 2004)
• Duvall Citywide Vision Plan(WA-
APA, 2003)
• Burien's Downtown Planning
Manual(PSRC Vision 2020,
2001)
GERALD HANSMIRE
i i Role;Strategic Partner Resource
Gerald Hansmire, partner and firm founder,will be a partner resource for the project due
— to his understanding of the local content and his experience in strategic implementation.
`d Gerald has completed a number of successful street improvement projects that have
• transformed local neighborhoods, including downtown Bozeman. His projects have
ranged from historic conservation and waterfront renovation plans to major transportation,
• industrial, and mixed use facilities. Gerald's projects are characterized by a"strategic"
• planning approach that balances urban design planning, decision making, and economic
performance. His approach stresses project management, attention to client requirements,
and consistent product quality. Gerald is a registered architect(Washington, 1972; Idaho,
1978; NCARB, 1978)and holds a Master of Architecture degree from the University of
Washington and a Bachelor of Architecture degree from the University of Nebraska.
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 6
RACHEL MILLER
1W Role:Urban Designer
Over her seven years as an urban designer and planner, Rachel has shown commitment to
enhancing each community's understanding of its place and itself through context-sensitive
and culturally-appropriate plans. She applies strong graphics, mapping, writing, analytical,
and community engagement skills to help communities understand their options and
visualize ways forward.
Relevant to this project, she recently developed plans for Bellevue's Eastgate Subarea,
where she analyzed land uses and urban design character(via 3D digital modeling and
rendering)for an area along a major highway transitioning to a walkable, transit-oriented
community;Tumwater's Capitol Boulevard, an award-winning plan for community
engagement, use of existing assets as catalysts, and focus on careful increased
development density along an outdated state highway; Lake Forest Park's Southern
Gateway, where she illustrated potential site developments, analyzed walkability and
aesthetic impacts of proposed code updates, and developed design guidelines for a
growing neighborhood along a major corridor; and Everett and Snohomish County's
Evergreen Way/Highway 99 Corridor Plan, an award-winning plan for its neighborhood-
oriented analysis and associated land use code and design standards for areas along a
major state highway. Rachel also supported the Ellensburg Land Development Code
Update and created the downtown and citywide block frontage maps that were a critical
component for the Boise Design Standards.
Rachel holds a Master of Urban Planning , Master of Landscape Architecture, and Urban
Design Certificate from the University of Washington and a B.S. Architecture and Geography
minor from the Ohio State University.
DOMING LAU
Role:Urban Planner
At MAKERS, Joming brings his skills in mapping, graphics, research, and public outreach
to support a wide variety of projects. He has several years experience related to planning,
sustainability, and historic preservation.
Joming has played an important role in the Joint Land Use Study(JLUS)for Naval Base
Kitsap and Naval Magazine Indian Island. He has managed the production of all graphics and
documents for the project, and is heavily involved in the extensive public outreach efforts
associated with the project, and has played a primary role in developing a system to capture
public input, from workshops as well as more formal comment periods. He is also currently
involved in MAKERS'efforts to the City of Edmonds Community Development Code, where
he has assisted with a comparison of development codes from similar jurisdictions. This
comparison helped to conduct gap analysis of the existing code, and will inform subsequent
work to reorganize the code to make easier to use and administer.
Joming holds a Master of Urban Planning and an Urban Design Certificate from the
University of Washington and a Bachelor of Environmental Sciences from the University of
Guelph.
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 7
STUDIO
CASCADE ,
INC .
WILLIAM GRIMES
Role:Public Engagement
Mr. Grimes is the founding principal of Studio Cascade, bringing more than 28 years of
experience to bear on this project. He holds a master's degree in urban and regional
planning from Cal Poly, Pomona and a Bachelor of Science degree in business
administration from the University of California, Riverside. Mr. Grimes has managed projects
of similar scope and depth for more than 25 years, including complex, multi-disciplinary
efforts involving landscape architects, architects,transportation engineers, and public
engagement specialists.
Bill has led the development of a strategic plan for the City of Mill Creek and a downtown
_ plan for Fayetteville, NC and Ponderay ID; a multi-disciplinary team in developing a master
J plan and phased construction of the public waterfront in Port Angeles, and developed a
subarea plan including an integrated EIS and Transfer of Development Rights(TDR)strategies
for the City of Normandy Park.
CHARLES BATES
Role:Code Development
Mr. Bates has more than 12 years of experience in both public and private planning practice
- and leads the company's provision of GIS mapping and planning services to its public
sector clients. Chaz will assist in code development and translating design and development
objectives into realistic form-based and/or Euclidean development standards.
His relevant and recent experience includes developing GIS data and modeling for
_ comprehensive plans in Sultan, WA, Hot Springs,AR, and Southern Pines, NC; developing
an updated comprehensive plan and Land Development Code(LDC)for the Hickory,
NC; and leading the marine shoreline permitting process for development of a waterfront
esplanade and re-creation of a public beach for the City of Port Angeles.
RICK HASTINGS
Role:Public Engagement
Mr. Hastings' 17 years of experience includes planning, architecture, and related non-
profit advocacy. He has specialized in urban design, public policy development, and
citizen engagement since joining the firm in 2003. He's typically responsible for the verbal
and graphic'face' of SCI's work and is prepared to lead those segments of the work for
Bozeman.
ARick's relevant and recent experience includes developing deliverables, outreach methods,
and materials for the City of Mill Creek Strategic Plan; developing deliverables, outreach
methods, and materials for comprehensive plans for Southern Pines and Hickory, NC,
Sandpoint, ID, Cheney, and Ellensburg; authoring deliverables, outreach methods, and
materials for a subarea plan for the City of Normandy Park; and developing a master plan
and phased construction of the public waterfront in Port Angeles.
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 8
LELAND
CONSULTING
GROUP
CHRIS ZAHAS
- Role:Develop Outreach and Economic Analysis Lead
Chris is a real estate strategist and project manager with an emphasis on urban corridors,
downtown revitalization, employment districts, transit-oriented development, and public-
private partnerships. His project approach is to assist public and private sector clients in
turning broad visions into prioritized and achievable action plans by combining market and
economic research with strategic advice that is tied to the fundamental principles of real
estate development. In all cases, Chris keeps the focus of projects on implementation,
always anticipating next steps and never hesitating to advise a client to change directions
when that is the best course. In over 14 years at Leland Consulting Group, he has managed
more than 20 downtown and corridor implementation strategies and played a strategic
advisor role in dozens more. In the economic development realm, he brings a deep
understanding of economic and demographic trends, ensuring that long-term strategies
reflect the evolving drivers of how businesses choose to locate and where people choose
to live. Prior to joining Leland Consulting Group, Chris coordinated economic development
projects for the Portland Development Commission, Portland's redevelopment agency.
MATT CRAIGIE
Role:Developer Outreach and Economic Analysis Support
Matt Craigie is a results-oriented project coordinator who thrives on digging into the details.
Matt's professional passion is to bridge the gap between public sector goals and private
sector realities, especially as they relate in the fields of urban planning and real estate
development. At Leland Consulting Group, Matt is a technical advisor who researches and
analyzes market, financial, and site specific data. Matt enjoys identifying the key data and
attributes in each project that make for a compelling story. Prior to joining Leland Consulting
Group, Matt worked in the commercial real estate appraisal business where he conducted
valuation and consulting services for public and private sector clients.While in this line of
work, Matt valued millions of dollars of commercial, industrial, and residential real estate in
the Portland metropolitan area and the Willamette Valley. Previously, Matt was the Economic
4 Development Manager for the City of Woodburn, a Regional Planner for Metro, and a Peace
Corps volunteer in the mountains of the Dominican Republic. Matt has over seven years of
experience in urban planning and real estate development in Oregon.
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 9
REFERENCES
& RELATED PROJECT EXPERIENCE
MAKERS
LANCE BAILEY
City of Ellensburg, Former Planning Manager(now with City of Port Townsend)
(360)390-4048
Ellensburg Land Development Code Update (2010-2013)
MAKERS led the effort to transform Ellensburg's land use code to make it consistent with
E_$• 4 ` their recent comprehensive plan update.The code update, adopted November 2013, was
F l: w•'' ` undertaken simultaneously with the development of an energy efficiency strategy. MAKERS
�° teamed with Cascadia Green Building Council (energy efficiency),Transpo(transportation
and mobility), and others on the project. The new land development code integrates
procedures, zoning, subdivision design, project design standards, and environmental
provisions into a user-friendly and heavily illustrated code. Working closely with staff,
planning commission members, and the development community, MAKERS helped to
overhaul permit review procedures, refine zoning, permitted uses, density provisions, and
integrate form-based development standards for their historic downtown, commercial
corridors, and residential neighborhoods.
The new subdivision code and design standards, together with new residential district zoning
provisions, are perhaps the most ambitious components of the new code. The code offers
generous density bonuses in exchange for energy efficient construction (coordinated with
Cascadia), trails, affordable housing, and other amenities. MAKERS also collaborated with
Transpo, public works staff, and the Non-Motorized Transportation Committee to create new
block size and connectivity standards and pedestrian friendly street design standards that will
significantly improve the design of new development.
Applicable Staff: Bob Bengford, Rachel Miller
Population of Jurisdiction: 18,174
Link to adopted code(go to Title 15):http://www.codepublishing.com/wa/ellensburg/
SARAH SCHAFER
M City of Boise, Design Review&Historic Preservation Manager
� �. (208)395-7840
Boise Design Standards (2011-2013)
MAKERS collaborated with city staff, public officials, stakeholders and citizens in crafting
'- ambitious form-based design standards for the City of Boise. The project includes two
m •; documents: Downtown Design Standards and Citywide Design Standards, both adopted in
2013. The project follows the recent completion of Blueprint Boise,the city's comprehensive
®Building Elements&Details plan, and was coordinated with the citywide land use code update. Key features of the
-- project:
_- - Integration of form-based code elements, including block frontage standards and maps
covering downtown and the entire city. The provision includes four different block
_ frontage designations that will help shape the form of the City and provide greater
® predictability for all participants.
__. Downtown provisions include distinct building character, materials, details, and massing
standards and guidelines to enhance the skyline, identity, and downtown livability.
Applicable Staff: Bob Bengford, Rachel Miller
Population of Jurisdiction:214,237
Link to adopted code(go to Citywide and Downtown Design Standards):htip.-Apds.cityotboise.org/
planning/dr/
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 10
- +-•� COLETE ANDERSON
Clark County, Project Manager
(360)397-2280
Clark County Highway 99 Form-Based Code (2008-2010)
MAKERS'was hired in 2008 to craft form-based codes to implement goals and policies
of the recently adopted Highway 99 Sub-Area Plan. While there had been a substantial
number of form-based codes that had been completed on the west coast, most had been
limited to small areas surrounded by a grid of streets and exhibit historical(pre-World War ll)
f' development patterns. The early suburban and automobile oriented development within the
i Highway 99 Sub-Area warranted a"hybrid"form-based approach, tailored specifically to the
sub-area's unique conditions and goals,
Over a 12-month period, MAKERS worked extensively with County staff, a technical advisory
committee, and community members to craft this pioneering "hybrid"version of form-based
y codes. The planning concept emphasizes a series of pedestrian-oriented Activity Centers
and more flexible Transitional Areas along the 3+mile corridor. The codes frequently employ
a toolbox approach with a number of options available to achieve the community's desired
form for this transitioning area. Critical elements of this project are the codes for side and
rear yard treatments and internal pedestrian and vehicular access—which directly address
the area's diversity of lot sizes and poor internal circulation.
"Chucks Produce"was constructed The new"Chuck's Produce"store(images in the column) illustrates,an example of new
applying standards from the hybrid development consistent with the new code and has substantially transformed the Salmon
form-based code. Creek area.
Applicable Staff: Bob Bengford
Population of Jurisdiction:425,363
Link to adopted code(go to Title 40 Appendix F):http✓/www.codepublishing,com/wa/clarkcounty/
� CRAIG GILDROY
City of Chelan, Planning Director
p_-- 61are
(509) 682-8017
Chelan Downtown Code (2009-2010)
Height limit/bulk approach in residential As a major component of Chelan's Downtown Master Plan, MAKERS crafted a new
neighborhoods.
downtown development code (both adopted in October 2010). The award-winning code
(Governors' Smart Communities Award, 2011)combines elements of traditional zoning,
form-based codes, and design guidelines into a format that provides clear direction and is
are�sogwm� ,rr
easy to use.
• � . The code employs a strategy using strict requirements with departure opportunities with
clear criteria. It frequently uses a toolbox approach whereby applicants can choose from a
o number of ways of meeting requirements. Graphics illustrating both good and bad examples
a are emphasized. The approach combines the much needed level of predictability(for both
applicants and staff on limited budget)with flexibility(departures allow creative alternatives
Ratm.Tefbeibrt4°l 'FaoOWt%re YaJl9rwIlGN.tlM 4sltsQY
that meet the intent).
Facade improvement guidelines. Applicable Staff: Bob Bengford
Population of Jurisdiction:3,955
Link to adopted code(go to Title 17, Chapter 14):http://www codepublishing,com/WA/Chelan/
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 8
I
CLAIRE MARLEY
Bonner County Bonner County, Planning Director
J Title 12 Update: (208)265-1458
c 0crotxf24,2007 Bonner County Land Use Code Update (2006-2007)
MAKERS partner Bob Bengford worked as an Assistant Planner for rural Bonner County
for two years in the mid 90s prior to joining MAKERS. Bob and MAKERS were hired back
in 2006 to update the County's antiquated land use code. MAKERS worked closely
'. 1-1 v with County staff throughout the project and led an extensive public outreach process
with Planning Commission members, local design professionals, builders and real estate
professionals, environmental groups, and citizens from all parts of this large county. In the
first phase of outreach, participants identified problems, concerns, opportunities, challenges,
and objectives for the code update. In the second phase, they evaluated preliminary
proposals. In the third and fourth phases, participants reviewed and evaluated proposed
►A f, code changes and language.
In a changing environment where strong private property rights viewpoints increasingly
Facade improvement guidelines. clashed with environmental perspectives, MAKERS' public outreach emphasized
participation by all participants, clearly linking solutions to problems and identifying
implications to proposals and options. Adopted in 2008,the code is a major step forward
for the County. Key features include enhanced environmental standards, commercial design
standards, cluster subdivision regulations, cottage housing provisions, enhanced public lake
access and trail provisions, and clear, understandable code language.
Applicable Staff: Bob Bengford
Population of Jurisdiction:40,877
Link to adopted code(go to Title 12):http://steriingcodifiers.com/codebooWindexphp?book id=827
DAVID GINTHER
City of Tumwater,Senior Planner, Community Development Department
c =_ It (360)754-4210
Capitol Boulevard Corridor Plan, Design Guidelines, and Land Use Code
r
`\ \' (2011-2013)
With little recent private or public investment on Capitol Boulevard(a stretch of the historic
.c Highway 99)and a growing interest in safe, multi-modal transportation, MAKERS was hired
1 {, to refresh the character and catalyze true mixed-use neighborhoods.
Through a rigorous community engagement process that included 40 business and property
owner interviews,four interactive public workshops, and multiple special topic meetings,
the MAKERS team developed a plan that builds on Capitol Boulevard's strengths and
unique opportunities(e.g., regional trails connections, large redevelopment sites, business
circulation improvements, and market demand). By hearing community concems,they were
00" r - able to emphasize aspects in the plan that helped people feel comfortable with the ideas
of change, such as traffic calming on residential streets, design guidelines for commercial-
residential transition areas, and key bike and pedestrian routes.
The community-backed vision promotes walkable and livable neighborhood centers, street
improvements, and a unified character. The plan identifies early priority actions and feasible
projects for capital budgets and funding searches. As part of the plan's implementation,
MAKERS created the design guidelines and updated the zoning code so that Tumwater can
attract and prepare for their desired development character.
Applicable Staff: Rachel Miller
Population of Jurisdiction:18,511
Link to adopted code:http://www.ci,tumwater wa.us/departments/community-development/long-
range-planning/capitol-boulevard-corridor-plan
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 9
STUDIO
CASCADE ,
INC .
BRIAN FRAZIER
City of Hickory, NC, Community Development Director
(828)323-7422
City of Hickory Land Development Code (2010-2012
Hickory, North Carolina's economy was booming when it adopted its 1998 comprehensive
plan. But later declines in key manufacturing sectors took a heavy toll, leading to citywide
-`` unemployment rates near 20 percent. With budgets tight, a triage approach to the Ci s Ian
P 9 9 g pp tY' P
„ and land development code(LDC)was needed. SCI led a series of community meetings
and developed questionnaires to reassess the existing vision, goal and policy framework.
i' Staff and a 16-member advisory committee were brought together to identify and address
specific needs. Existing documents were studied and referenced, and staff and team
members took part in a two-day charrette to refine actionable, viable solutions.
Hickory's updated plan and LDC are now well-suited to today's critical needs, making the
city's efforts more relevant—and more effective—than they have been in years.
Applicable Staff:William Grimes,Rick Hastings,Charles Bates
Population of Jurisdiction:40,361
SARA HUDSON
Big Sky EDA, Project Manager
(406)869-8407
East Billings Urban Redevelopment District Plan (2012-2013)
SCI teamed with LMN Architects to update the district plan and prepare a development
�, master plan for the hospitality district near the fairgrounds.The consultant team identified a
range of opportunities and proposed specific strategies to overcome long-lasting barriers
to development and reinvestment. SCI and Fehr&Peers continued to work with the EDA,
the City of Billings and Yellowstone County to prepare a Gateway Hospitality Corridor plan,
building on the district plan's recommendations. Studio Cascade then joined a team with
Fehr&Peers to prepare a corridor plan for US Highway 87, an essential implementation
action under the updated district plan.
Applicable Staff:William Grimes
Population of Jurisdiction:109,059
COTT CHESNEY
City of Spokan, Former Planning Director
(509)951-1107
Hamilton Corridor Master Plan and Model Form-Based Code (2012-2014)
1P Spokane hired our firm to prepare a model form-based code, concentrating on the urban
center and corridor adjacent to Gonzaga University. Prepared in concert with the local
neighborhood,the form-based code provides unique development and public realm design
guidance, calling for wholesale neighborhood transformation more in keeping with the City's
comprehensive plan.The form-based code also introduces the concept of a transect into
the neighborhood, allowing for more intense residential development to line the corridor
and support local storefront retail.The City has since adopted the code into its development
standards, and the model code was recognized with an award from the Inland Empire
Section of the APA.
Applicable Staff:William Grimes, Rick Hastings, Charles Bates
Population of Jurisdiction: 210,721
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 10
LELAND
CONSULTING
GROUP
MIKAELA RENZ-WHI T MORE
City of Albuquerque, Planner
(505)924-3932
IMPROVING PLACE FROM PLANNING TO ZONING
Albuquerque Comprehensive Plan Update and Development Code Rewrite
(Jan. 15-Present)
Leland Consulting Group is just getting underway on Albuquerque's comprehensive plan and
development code rewrite project. LCG is leading the economic analysis component of that
project,which is focused on improving both the comp plan and the development code to
remove barriers to development and better implement their centers and corridors policies.
Developer outreach, market research, and pro forma testing of development concepts will be
used to ensure that the policies and goals envisioned by the community are in fact feasible
and that the development code properly enables them.
Applicable Staff:Chris Zahas, Matt Craigie
Population of Jurisdiction: 555,495
g - HEATHER RiICHARDS
City of Redmond, Community Development Director
i (541) 923-7756
11 Redmond Downtown Urban Renewal Plan Update (2010-2012)
Leland Consulting Group, under the direction of Chris Zahas as project manager and
principal-in-charge, has served as a key consultant to the City of Redmond in the
. redevelopment of its downtown, conducting the technical analysis and preparing a major
amendment to Redmond's downtown urban renewal district.This urban renewal plan
11 amendment expanded the district's boundaries, extended its life span, and increased
the district's maximum indebtedness in order to allow for the City to continue funding
1 infrastructure and development projects that will revitalize the downtown and address critical
barriers to investment.The work included extensive market analysis,financial analysis,
projections of tax increment revenues,the preparation of plan and report language to satisfy
*' strict statutory requirements, and presentations facilitating its unanimous adoption by the
' Redmond Urban Renewal Agency board in April 2011. Several projects have already moved
into the implementation stage, including a master plan for Redmond's emerging Professional
■._ �� Business and Medical District. In 2012, as part of a team led by ZGF Architects, Leland
■T� Consulting Group provided strategic analysis, development programming, stakeholder
engagement and facilitation services for that planning effort.The resulting real estate market
strategy identifies critical transportation, open space, and infrastructure improvements that
will be needed to position the area to increase Redmond's capture of professional and
medical jobs in the region. Leland Consulting Group's research identified target business
— types and an achievable phasing schedule to make improvements that maximize the
leverage of the city's economic development funding tools.
Applicable Staff:Chris Zahas
Population of Jurisdiction:27,427
r•
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 11
CHRIS NAUMANN
Downtown Bozeman Partnership, Executive Director
(406)586-4008
Bozeman Downtown Plan (Jan.-June 2009)
• Leland Consulting Group was the lead economic advisor for a revitalization plan for
_ • i Downtown Bozeman.The team report recommends that the City add hundreds of housing
units downtown in the coming decade, redesign several key streets that are serious barriers
to pedestrian circulation, and add many more trees and landscaping to downtown streets
and alleys, The work also included specific redevelopment strategies for several catalyst
opportunity sites. Leland Consulting Group conducted market research, interviewed key
stakeholders, identified opportunities and constraints to revitalization, and identified a range
of strategies for strengthening downtown Bozeman's capacity to attract private investment.
i The plan was adopted by the Downtown Bozeman Partnership(DBP)in 2010. Since then,
the DBP has completed numerous recommendations included in the plan, such as revising
the City's parking code, making streetscape improvements such as sidewalks and signage,
and establishing a technical assistance grant program to encourage developers to invest in
downtown.
Applicable Staff: Brian Vanneman
Population of Jurisdiction:39,860
I
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 12
�II
COST
As requested in the RFQ, this section of the document is being submitted seperately,
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 13
OUTLINE OF SERVICES
SCHEDULE The schedule below illustrates our initial thoughts on distributing the tasks, community
engagement efforts, project milestones, and coordinating the two phases. In order to
maximize efficiency in out-of-state projects,we find it effective to group activities in each
trip.A quick look at this schedule illustrates these benefits, as efforts for both phases could
be accomplished in each visit.The sooner the code update commences,the better.The
schedule below assumes the kick off for North 7th Avenue begins a month or so before the
code. More detail on the tasks is provided on the following pages.
2015 2016
J A S O N D J F M A M I J I J A S O N D
1.N.7TH AVE KICKOFF
Tasks
+Stakeholder Interviews
Staff MeetingAve Work
Committee Meeting Tasks
3.CODE UPDATE KICKOFF
Public Workshop Code •
rk
+Stakeholder Interviews
+CC Work Session(Issues&I Pdorities) Cify Commission Meeting
ZI Stakeholder Interviews or other
w ( I Community Engagement
w ®+Storefront Studio
Q •. 1
0 5.N.7TH AVE PUBLIC WORKSHOP
Z
W T+Review Concept/Options
+Code Check-In with Committee
Z
-. Concepts
O
U
0 7.CODE WORKSHOP(CONCEPT REVIEW
Q ®+Review N. 7th Ave Plan
U)
Y
U
_ 9.PRESENT/EVALUATE DRAFT CODE
.• Code Elements +Review N. 7th Ave Plan
i
+Test Code
10. N. 7th Ave11.CC PRESENTATION
Refinement
••- Refinement
712. Public Review
• A••• •
U Analysis ConceptsD-
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 14
COMMUNITY Below are preliminary suggestions for community engagement for North 7th Avenue and
code update.These are based on experience and what we've learned about the project
ENGAGEMENT thus"'
Stakeholder interviews
An initial set of intensive stakeholder meetings will be conducted over at least two days
Beyond the Advisory to review various project objectives, identify potential problems, and identify champions
Committee for project implementation, Stakeholder interviews are typically done one-on-one, but
The RFQ calls for an appropriate focus groups may also be used for public/semi-public associations(like the Chamber of
broad based public participation Commerce or NSURB members). Interviews focused on North 7th shall be more strategic in
process. There is need to reach nature—identifying implementation barriers and discussing ways to overcome them.
out to community members An advisory workgroup
and other groups for both
phases, beyond the stakeholder Staff will appoint and impanel a citizen working party representing multiple local
interviews, committee constituencies.We'll produce an orientation packet to outline the tasks ahead and explain
meetings, city commission roles and responsibilities. We expect to work closely with this group and use them as a
meetings, public workshops, sounding board for public engagement approaches, policy choices, and tough decisions
and line presence,workshops,
will that need extended discussion.This group will both consider the strategic aspect of the
coordinate with staff and the North 7th corridor and the more technical aspect of the citywide zoning rewrite.
City Commission from the A website
outset to determine the most The new standard in public engagement is having a web presence, consolidating crucial
important groups, boards, information like a calendar, public process records, exercises, project news, helpful links,
and community members and and contact information. Social media is also frequently used (when agency staff approves)
how to best engage them in to encourage wider and informal distribution of project news, dialogue, and events.
our efforts. Our suggested Depending on available resources,the website may also include online surveys, online code
scope of work includes multiple editing, and other forms of interactive engagement to facilitate remote public discussion of
methods of inclusion for these both phases of this project.
parties, including during the
storefront studio task. We've Public meetings
also successfully used staff and We enjoy working with stakeholders and citizens, and we'll design a series of public
committee members in the past meetings that will keep participants engaged and involved. Our"storefront studio"could be
to conduct additional outreach a great tool for exploring strategies for North 7th and for vetting specific zoning proposals.
to these groups at key stages The"storefront studio"is an intensive, extended public meeting that consolidates project
in the plan/code development development during a targeted timeframe, often over the course of a week.We'll use this
process. time to hold scenario simulation workshops for North 7th, using the week to generate,
review, evaluate, and pick from the scenarios that emerge during this concentrated
engagement. We'll facilitate discussions on citywide zoning and code development, host
exercises to review, and analyze and refine zoning proposals as part of the holistic code
rewrite. Other workshops in this process will augment the storefront studio, refine strategic
concepts and implementation actions for North 7th, present the array of zoning revisions,
identify specific implementation activities, and build public and political support for the
community's next steps.
City Commission and Planning and Zoning Board
We will expect to meet with the Planning and Zoning Board and City Commission frequently
during the process, both to conclude intensive work elements and to present updates on
the process and its individual components. We expect to make as many as three of these
workshops/presentations during the course of the project, with dates set to appropriately
complement the public outreach program and development of the plan's policy framework.
We anticipate that staff can provide more frequent updates as needed.
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 15
TASK D ETA I L 1. North 7th Avenue Kick-off
+Kick-off meeting with staff and the committee(if formed)
OUTLINE +Site tour with staff and interested committee members or key stakeholders
+Field work-conduct an on-site survey of the corridor and surrounding areas
+Stakeholder interviews/meetings
2. North 7th Avenue Analysis
+Review background plans, regulations, information
+Identify issues, opportunities, and rough preliminary ideas
3. Code Update Kick-off
+Kick-off meeting with staff and the committee (plus some follow up on N. 7th)
+Supplemental site tour with staff—to point out recent notable developments, issues
+Supplemental field work(follow up work for N.7th and citywide)
Field trips with staff and committee +Stakeholder interviews/meetings
members are particularly valuable
during the project kick-off. 4. North 7th Avenue Concepts/Options&Code Audit
+Prepare text/graphic concepts and options for N. 7th, including corridor vision,
phasing, regulatory concepts, and public improvement concepts
+Conduct an audit of code—to identify consistency with Community Plan and major/
minor work items; Request a red-line draft from staff to point out specific issues,
■LU W p,,l - examples, and opportunities.
+Conduct best practices research associated with N.7th corridor and code issues
l [MAKERS'team brings substantial resources to the table here based on analysis
1 for projects in Redmond(WA), Bellevue, Ellensburg, and many other projects and
publications]
* +Conduct storefront studio—Ideally,the studio could be used as an intensive
workspace and community engagement tool for both N. 7th corridor and the full code
update. The activities described in the bullets above can be integrated with the studio
A recent MAKERS workshop in setting. The studio format allows the team to also begin sketching preliminary code
Anacortes reviewing alternative zoning concepts and options.
concepts.
5. North 7th Avenue Public Workshop/Code Check-in with Committee
+Meet with staff before and/or after workshop to review materials and set the direction
for next steps.
+Conduct a public workshop to present and evaluate N. 7th concepts and options;
consider supplemental on-line community engagement.
+Conduct a committee meeting (preferably after the workshop)to discuss N. 7th
concepts and options and next steps and review major findings from the code audit;
set the direction for next code task.
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 16
6. Draft North 7th Avenue Plan/Prepare Regulatory Concepts
ARCHITECTURAL CHARACTER +Refine N. 7th concepts into a preliminary plan based on community input and analysis
PW C Ed11EC SEIRAL CHARACTER
H
+Conduct pro-formas on key development prototypes desired for the N. 7th corridor to
determine viability
+Prepare regulatory concepts/options on key code elements(build on preliminary work
developed in the storefront studio)
- _ +Check-in staff and committee meetings will be essential during this phase to ask
critical questions and discuss preliminary ideas. Two meetings spaced 4-6 weeks
Workshop poster for Boise's proposed apart are suggested. These meetings could be supplemented by conference calls by
city wide design standard staff and additional staff-led committee meetings.
7. Code Public Workshop/North 7th Avenue Check-in with Committee
+Meet with staff before and/or after workshop to review materials and set the direction
for next steps.
+Conduct a public workshop to present and evaluate preliminary code concepts and
options. The workshop could include presentation, open house, and/or small-group
exercise components to help inform community members about the project and to
obtain feedback on the concepts and options. MAKERS team will use clear language
and graphics to help illustrate the implications of the various concepts and options.
+Conduct a committee meeting (preferably after the workshop)to discuss code
concepts and options plus input received at the public workshop. Also review refined
N. 7th concepts and options and next steps and review major findings from the code
audit; set the direction for next code task.
+Conduct follow up stakeholder outreach on N. 7th plan to review pro-forma findings
and discuss plan feasibility
8. Refine North 7th Avenue Plan/Prepare Code Elements
+Refine N. 7th plan and implementation measures
+Prepare full first draft code update; include development examples to test/illustrate the
proposed code.
+Again, check-in staff and committee meetings will be essential. Three meetings
spaced 4-6 weeks apart are suggested, supplemented by conference calls by staff
and staff-led committee meetings.
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 17
Testing Development 9• Present&Evaluate First Draft Code and Draft North 7th Avenue Plan
Feasibility: +Conduct a public workshop to present and evaluate the first draft code. Again,this
It is important to understand the could include presentation, open house, and/or small-group exercise components
factors that make redevelopment to help inform community members about the project and to obtain feedback on
financially feasible and how real the draft. Online code editing and other forms of interactive engagement will be
estate economics are motivating considered at this stage as well.
existing property owners and +N. 7th plan could be integrated with the above public workshop—and/or scheduled
developers. Proposed changes at a separate public/committee event(s). Alternately, the project could proceed to the
to the code will be financially City Commission to start the plan adoption process.
tested to understand whether +Conduct a committee meeting(preferably after the workshop)to discuss input
they are enhancing development received at the public workshop and identify key issues and changes to address in
feasibility and addressing barriers the second draft. Also review the refined N. 7th plan (unless project proceeds to
or whether they are increasing adoption process)
feasibility gaps and will lead to
less investment. Using pro forma +Conduct follow up stakeholder outreach on the draft code discuss details and
modeling, Leland Consulting feasibility
Group will model financially 10. Prepare Second Draft Code and Finalize North 7th Avenue Plan
several prototypical or actual
development sites in order to +Make final N. 7th plan changes as directed
test how proposed changes +Refine the first draft code and conduct check-in staff and committee meetings(two
will affect development. This meetings suggested). These check-in meetings may include the committee and/or
will allow for sensitivity testing the Planning Board,Zoning Commission, or other key boards interested in refining the
to understand how different code.
regulations or development
forms impact feasibility. 11. Present the North 7th Avenue Plan and Refined Draft Code to the City Commission
Input variables include +Again, the City may decide to move the N. 7th plan into the adoption process before
all physical attributes of the code to separate the projects and simplify matters
development plus relevant 12, Public Review&Adoption
financial inputs such as i +MAKERS'team will be available for technical assistance at City Commission meetings
constructions cots, land costs, and via remote coordination during the adoption process
and rent/sale prices.
+MAKERS will help City make final changes per adoption and ready the document for
publishing
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 18
_ r
CO
*THIS DOCUMENT MUST BE COMPLETED, EXECUTED AND SUBMITTED WITH THE
PROPOSAL FORM*
THE REPRESENTATIVES MADE HEREIN ARE MADE UNDER PENALTY OF PERJURY
NO PROPOSAL IS VALID UNLESS SUBMITTED ON THIS FORM AND SIGNED BY
AUTHORIZED AGENT FOR YOUR COMPANY.
SUBMITTED BY: nn��
COMPANY NAMEMAYIM OIY(',1 ie-CAUye � VYbnn des;gyl
ADDRESS: M04, ?)Y(� Ave SV\-ke 125
CITY: 5eq-t'tic--, STATE: WA ZIP:�g���
TELEPHONE: UDCO C052-51D(80
EMAIL:.TnLYP-t'maYSOI�
SIGNATURE:
t orize gent)
NAME: BOD eeK)QiQK6
J(Please Print)
TITLE: 20 vine r
DATE:�IJI 22 i 20,�
NOTE: If proposer is a corporation, the legal name of the corporation shall be set forth above,
together with the signature of authorized officers or agents; if bidder is a partnership, the true name of
the firm shall be set forth above, together with the signature of the partnership; and if bidder is an
individual, his signature shall be placed above.
Professional Services Agreement
FY 2014—FY 2015
Page 15 of 26
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE 19
COST
Below is our first preliminary cost estimate.As we don't know the available budget for the
project, the estimate herein is a starting point based on the RFQ's project objectives, desired
scope of services, and our experience on other related projects. Shaded colors indicate
tasks specific to the North 7th Avenue phase(light blue)versus the citywide code update
(dark blue), Shared tasks are in white.The following page includes a rough estimate of each
separate phase, if conducted independently.
The estimate also reflect significant participation by the Project Manager, Bob Bengford, and
SCI's Bill Grimes,
Primary Tasks MAKERS SCI LCG Subtotal
,North 7th Avenue $ 4,32 1,600 $ 4,320 $ 12,240.00
2 North 7th Avenue Analysis • 1 :/1 $ 7,540.00
Kick-offCode Update 1 •11
4 North 7th Avenue Concepts/Options&Code Audit
audit+ Conduct an of od 111 111 111 8,000.00
+ Conduct best practices research associated with N.70i corridor and $ 2,000 $ 1,000 $ 1,000 $ 4,000.00
code issues
+ $ 13,160 $ 15,200 $ 28,360.00
5 North 7th Avenue Public Workshop/Code Check-in $ 2,880 $ 2,400 $ 5,280.00
6 Draft North 7th Avenue Plan/Prepare Regulatory Concepts
Refine N 7th Concepts into preliminary plan 11 •11 12,600.00
,e+_��__ a.� .totypes 11,000.00
Prepare 'g 'p options $ 16,000 $ 7,200 $ 1,200 24,400.00
+ Check-in staff&committee meetings(2) $ ::1 $ 2,4005,280.00
7 North 7th Avenue Public Workshop/Code Check-in $ 2,880 $ 2,400 1 $ 2,8801 $ 8,160.00
8 Refine North 7th Avenue Plan/Prepare Code Elements
. plan : 10 11 $ I.L00j 11,600.00
Prepareod'elements $ 22,500 $ 9611 :11 'llll
Check-in staff&committee meetings(2) S 2,880 $ 1/ 4,080.00
9 Present&Evaluate First Draft Code&Draft North 7th Ave Plan $77 2,880 $ 2,400 $ 5,280.00
10 Prepare Second Draft Code&Finalize North 7th Ave Plan
11 $ 1,2001 8,400.00
• Check-in staff&committee meetings(2) $ ::1 $ 1,2004,080.00
11 Present North 7th Ave Plan and Refined Draft Code to City $ 1,440 $ 1,200 $ 2,640.00
Commission
12 Public Review&Adoption $ 6,000 $ 2,200 $ 8,200.00
Subtotal $ 142,320 $ 73,040 $ 30,000 $ 245,360.00
Additional work items/expenses
❑ Project management CD 6hrs/month $ 19,440 $ 19,440.00
❑ Website creation $ 3,000 $ 3,000.00
❑ $ 10,000 $ 10,000.00
❑ Travel expenses $ 9,000 $ 10,000 $ 1,600 $ 20,600.00
Subtotal $ 28,440 1 $ 23,000 $ 1,600 1 $ 53,040
TOTAL $ 170,760 1 $ 96,040 1 $ 31,600 1 $ 298,400
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE COST-1
Below are subtotals of tasks by phase, followed by a rough budget estimate for
conducting these projects separately.
Subtotals
North 7th . . , S 71,980
Shared Tasks and expenses $ 114,960
Total $ 298,400
Rough estimates of conducting phases independently:
North 7th Ave Plan 130,000
Citywide Development Code 200,000
PROFESSIONAL SERVICES TO UPDATE AND AMEND CHAPTER 38, BOZEMAN MUNICIPAL CODE,UNIFIED DEVELOPMENT CODE COST-2