HomeMy WebLinkAboutArchitecture Trio RFQ_FINAL
TABLE OF CONTENTS
I. Project Summary
II. Company Description/Capability
a. History
b. Experience
c. Capacity
III. Informational Content
a. Project Team/ Team Assignments
b. Resumes
IV. References
V. Cost Under separate PDF
VI. Outline of Services
VII. Attachments
a. Statement of Non-discrimination
b. Proposal Statement
REQUEST FOR QUALIFICATIONS
Professional Services to Complete
ARCHITECTURAL DESIGN REVIEW
for the CITY OF BOZEMAN
SEPTEMBER 14, 2015
ARCHitecture TRIO
PO Box 4836Bozeman, Montana 59718p : 317. 917. 9042 c : 317. 418. 6933
PROJECT SUMMARY
1
ARCHitecture trio, Inc. is pleased to present our qualifications for your consideration to provide professional
services to Complete Architectural Design Review for the City of Bozeman. We offer the following highlights
of our proposal:
Team – As a small architectural firm, the quality of our work and our credibility are values we stand behind for
our clients, and are willing to dedicate the necessary time and energy to achieve a superior product for the City
of Bozeman. We have a better ability to control the number of projects we seek and /or accept based on our
work load, schedules, professional skills and interests. Further, as a local firm with our primary office located in
Bozeman, we believe it is important to contribute our talents to the betterment of our community.
Experience – the firm has had over 14 years providing architectural design and planning services to individuals,
developers, municipalities and not-for-profits. We are familiar and experienced with Bozeman’s Unified
Development Code, the Neighborhood Conservation Overlay District (NCOD) Guidelines, the Design
Objectives Plan for Entryway Corridors, the Bozeman Community Plan and others Prior to the firm’s
formation, Patricia’s primary responsibilities as staff to the Indianapolis Historic Preservation Commission were
to conduct design review and prepare staff recommendations for the Commission’s Certificate of
Appropriateness process. Jordan has a multi-faceted education and work background in architecture, design,
and English.
Scope of Services – We have thoroughly reviewed the Request for Qualifications and believe we comprehend
the magnitude of the Scope of Services. Our understanding is that various site plan and other planning
applications require design review by various bodies including the Design Review Board, Community
Development Director and the City Commission, generally as a result of an overlay district such as the
Entryway Corridors, Neighborhood Conservation Overlay District, historic districts, etc. Adhering to the
requirements outlined in the Unified Development Code (UDC), we believe the review process would consist
of: a comprehensive review of all application materials; consultation with assigned staff regarding any potential
questions and a determination of review schedule; a thorough review of applicable UDC code sections, Land
Use Regulations and other planning documents and analysis of the design review criteria; preparation of the
written design review and staff report in accordance with Community Development standards and formatting.
We understand that design review can be considered very subjective. It would be our intent to be methodical,
thorough, and objective in our analysis. Philosophically we believe our charge would be to review and provide
direction and comment to achieve the highest level of design and development within the requirements of the
UDC and other planning documents, upholding the objectives of the community and leadership, but also
identifying with and objectively looking at the ramifications of development costs, timing and other
constraints.
Our approach to the design review would be to utilize our education in architectural design and our varied
work experiences including: preparing design documents for projects and developments within an established
context; our involvement with design review for various cities; the creation and application of design
guidelines; knowledge of historic preservation; and our understanding of urban design and neighborhoods. Our
review would also include identifying similar approved applications (both exemplary and merely acceptable) to
examine established precedent, and identify best practices locally and in other communities.
COMPANY DESCRIPTION
/ CAPABILITY
HISTORY ARCHitecture trio, Inc. (ARCHtrio) is an architectural design firm formed in 2001 in Indianapolis, Indiana.
In 2013, the founding principal, Patricia Jacobs, relocated to Bozeman, Montana and reestablished the firm’s
home base there. Since the company’s beginning, the primary interest of the firm has been design and
planning within an established context. This philosophical direction carried the firm from the renovation of
multi-family apartments and other historic building types within an urban context or an established historic
district, to the development of affordable housing and special needs housing generally within an urban
setting, preparation of building feasibility studies and building assessments, and the development of
numerous downtown plans, neighborhood plans and design guidelines for municipalities of various sizes.
A core value of the firm has always been its commitment to the success and mission of its clients. ARCHtrio’s
involvement includes their support of state and local preservation organizations, volunteer efforts for local
design charettes, and participation in fundraising activities for women’s shelters, supportive housing not-for-
profit agencies and Main Street programs. We are dedicated to our work and the potential betterment of the
communities in which we work and the people we serve.
EXPERIENCE
Our work experience as it is relevant to the RFQ is quite broad, but also quite specifically related. Over the
course of eight years working for the City of Indianapolis, Patricia’s primary responsibility was the
administration of the Certificate of Appropriate process for the Department of Metropolitan Development,
Division of Historic Preservation. This position required review of applications for their appropriateness
utilizing the guidelines and recommendations of the various historic district preservation plans; preparing
written staff reports to the Historic Preservation Commission; conducting public Administrative Hearings;
and providing technical assistance to potential applicants including developers, architects, business owners
and residents of districts in understanding the review and application processes, interpretation of the design
guidelines and requirements, design guidance and enforcement. As staff to the Department, there was much
interface with zoning, land use planning, and permitting. This work was generally performed under strict
time constraints of the public process, and hearing and review schedules.
Our work has also included the preparation of numerous Downtown Revitalization Plans, design guidelines
and even participation in parks planning for municipalities ranging in populations from under 5,000 to 30,000
and above. This work required an understanding of the public process, the goals and objectives of a
community, and their desire for growth and a pleasing place to live and work, often with the charge of
maintaining their community’s identity.
Our design experience offers another dimension to support the scope of services required as part of the design
review process. Our work generally requires a collaborative client/architect relationship. This means a solid
understanding of the client’s needs, their budget and the opportunities and constraints of the project. As
architect, it is our job to coordinate these elements into a final product that will serve for generations
hopefully as a positive mark on our built landscape. This requires solid grounding in building design,
relationships, trust, accountability, time management, and creativity. It also requires being humble –
listening to others, collaboration, opening our eyes to options, and recognizing the contributions of others.
We believe we can offer the City of Bozeman these qualities through our team.
Similar Projects
Staff to Indianapolis Historic Preservation Commission
Design Guidelines – City of Indianapolis, Monument Circle District
Design Guidelines – City of Martinsville, Indiana – Downtown District
Downtown Revitalization Plan – City of Greenfield, Indiana
Downtown Revitalization Plan – Town of Converse, Indiana
Harding Street Lofts – Indianapolis, Indiana – Adaptive Reuse to Apartments
CAPACITY
We have managed projects ranging from small residential remodels and additions of just a few thousand
dollars to large, multi-million dollar construction projects. Each project requires its own level of discipline
and coordination.
Based on our previous experience with similar projects, we anticipate each review will require a time
commitment ranging from twelve to twenty-five hours based on the complexity of the project. As a small
firm, we feel confident we are able to adjust staffing and schedules to meet your assigned deadlines.
INFORMATIONAL CONTENT
Patricia Jacobs will serve as project leader and reviewer. Pat is NCARB certified and is a registered architect
in the States of Montana, Indiana and Ohio. She has been practicing architecture as a licensed professional
since 1990. Her passion in the field of architecture has always been in historic preservation. This passion
has grown to include urban planning and working with municipalities and not for profit organizations
generally on projects with some form of Federal, State or local funding. These projects are of greatest
interest to Pat not only for the design challenges, but also for the complex inter-relationships of client vs.
regulations vs. funding vs. end-user.
Specific projects tasks: Pat will serves as project leader with responsibilities to include initial project review,
code analysis, analysis of design review guidelines, and preparation of written report.
Jordan Zignego will serve also as project reviewer. Jordan is a graduate architect, holding a Masters in
Architecture from Montana State University. His education in Architecture, History and English Literature
creates a unique skillset highlighted by creativity, organization, and collaboration. His experience includes
work all around the country and internationally in the Czech Republic and South Korea. Jordan has earned
four degrees: three undergraduate degrees from Montana State University in American Studies,
Environmental Design, English Literature and a Masters in Architecture. Jordan has studied at Montana
State University, North Carolina State University, the Prague Institute, and Kingston University, London.
Specific project tasks: Jordan will perform initial project review; provide support in the review of UDC and
analysis of design review guidelines; best practice identification and research; staff report content and quality
review; staff report formatting; and City staff coordination.
See included resumes following this page
PATRICIA L. JACOBS
PRINCIPAL REGISTERED ARCHITECT HISTORIC PRESERVATION SPECIALIST
PO Box 4836
Bozeman, MT 59772
www.ARCHtrio.com
317 - 917 – 9042
A Women Owned Business
REGISTRATION │
Registered Architect
• State of Indiana – AR00900030 1990
• State of Montana – ARC-ARC-LIC-9094 2015
• State of Ohio – Certificate of Qualification No. 1516292 2015
• NCARB Certified #79,156 2014
Indiana Department of Natural Resources Division of Historic Preservation & Archaeology
• Qualified Preservation Professional - Architecture
EDUCATION │
Ball State University - Muncie, Indiana
• Bachelor of Architecture 1984
• Bachelor of Science 1984
AFFILIATIONS │
Member, Bozeman Historic Preservation Advisory Board
Member, Montana Preservation Alliance
Member, Montana Historical Society
Member, Indiana Landmarks
Member, National Trust for Historic Preservation
EXPERIENCE │
Principal, Owner & Architect – ARCHitecture trio 2001 – present
Principal, Owner & Architect – White River Designs, Inc. 1995 - 2001
Preservation Architect & Assistant Administrator –
City of Indianapolis, Historic Preservation Commission 1987 - 1995
SIGNIFICANT PROJECTS │
City of Martinsville – Historic Downtown Design Guidelines – Martinsville, IN
City of Indianapolis – Monument Circle Historic District Preservation Plan – Indianapolis, IN
City of Greenfield – Downtown Revitalization Plan
Redwood Terrace Supportive Housing Community – New Construction – Richmond, IN
City of Princeton – Downtown Revitalization Plan – Princeton, IN
City of Winchester – Façade Study & Construction Documents – Winchester, IN
City of Princeton – Stellar Community Courthouse Square Façade Improvements – Princeton, IN
Fountain Block – Capital Needs Assessment and Building Renovation– Indianapolis, IN
Coburn Place Safe Haven – Building Renovation – Indianapolis, IN
Batesville Apartments – New Construction – Batesville, IN
Town of Farmland– Façade Study & Renovation – Farmland, IN
JORDAN R. ZIGNEGO
GRADUATE ARCHITECT
CO-LEAD DESIGN
PLANNING
P.O. Box 4836 Bozeman, MT 59772
p: 317 917 9042
ARCHtrio
A Women Business Enterprise
REGISTRATION
! AIA – Associate Member
! NCARB (560633) – Certified
EDUCATION
! Montana State University – Bozeman, Montana
• Bachelor of Arts in American Studies/Film Focus
! Montana State University – Bozeman, Montana
• Bachelor of Arts in Environmental Studies
! Montana State University – Bozeman, Montana
• Bachelor of Arts in English Literature
! Montana State University – Bozeman, Montana
• Masters of Arts in Architecture
! Kingston University London – London, England
• Film/Cinema Studies
! Prague Institute – Prague, Czech Republic
• Architecture/Sustainability
! North Carolina State – Raleigh, North Carolina
• Architecture
AFFILIATIONS
! Member, City Planning Board – Bozeman, MT
EXPERIENCE
! ARCHitecture trio 2015 – present
! Architectural Consultant – BCHO Architects – Seoul, South Korea 2014 – 2015
! Design Manger – Studio AV 2012 – 2014
! Architect in Training/Marketing Director – Bitnar Architects 2010 – 2013
! Assistant to AIA President-Europe & Architecture Teaching Assistant 2011 – 2012
! Research & Writing – Creative Arts Lab 2010 – 2011
SIGNIFICANT PROJECTS
! EcoHouse – Energy design and research for first smart home in the state – Bozeman, MT
! Modular Building System Development – (research for Jack Smith, architect) – Bozeman, MT
! Harris House – New Construction, 8,000 sf – (under Jack Smith, architect) – Ketchum, ID
! L-9 Complex – New Construction – Bozeman, MT
! Bozarth Residence – Remodel – Bozeman, MT
! Mosby House – Richard Neutra remodel – (with BCHO Architects) – Missoula, MT
! Platinum Ridge Apartments – (with Bitnar Architects – Bozeman, MT
REFERENCES
PO Box 4836
Bozeman, MT 59772
p : 317 - 917 - 9042
w w w . A R C H t r i o . c o m
GREENFIELD DOWNTOWN REVITALIZATION PLAN
CITY OF GREENFIELD, INDIANA │
Department of Planning and Building
Joanie Fitzwater, Planning Director
P: 317-325-1329
jfitzwater@greenfieldin.org
Population: 21,249
Department Employees: 4
Dates of Service: 12/2012 to 10/3013
Summary:
The intent of the Greenfield Downtown
Revitalization Plan was to provide a springboard
for development initiatives, physical
improvements, and market directions for the
Downtown Business District. The Plan was
developed to also provide a building inventory
with recommendations for the restoration of
deteriorating historic buildings; a market analysis
and strategy to achieve economic goals; and a
downtown urban design plan that would focus on
improving sidewalk accessibility, pedestrian
connectivity, and linking community features.
WHOLESALE DISTRICT PRESERVATION PLAN
MARTINSVILLE DOWNTOWN DESIGN GUIDELINES
CITY OF INDIANAPOLIS, INDIANA │
Division of Historic Preservation
David L. Baker, Administrator
P: 317-327-4406
David.baker@indy.gov
Population: 838,000
Division Employees: 4
Dates of Service: 10/1987-10/1995
Summary:
As preservation architect and Assistant
Administer, Pat’s role was to administer to the
nine locally designated historic districts and the
Certificate of Appropriateness process, including
application review, staff reports, development of
historic district preservation plans, and
enforcement.
CITY OF MARTINSVILLE, INDIANA │
Plan Commission
Joanne Stuttgen, President
P: 765-349-1537
jstuttgen@comcast.net
Population: 11,855
City Employees: NA
Dates of Service: 4/2014 - Present
Summary:
ARCHtrio was hired to prepare amendments to
the City of Martinsville’s preservation ordinance
and develop their downtown design guidelines.
This has been a collaborative process between the
working committee, community and Plan
Commission to develop new documents that
better protect the resources that comprise the
Downtown Historic District and guidelines which
are more easily understood and user friendly.
MONUMENT CIRCLE HISTORIC AREA PRESERVATION PLAN
HARDING STREET LOFTS
INDIANA LANDMARKS, INC.│
Marsh Davis, President
P: 317-639-4534
mdavis@indianalandmarks.org
Population: NA
Employees: NA
Dates of Service: Multiple
Summary:
The area defined as the Monument Circle District
is the historic core of the City of Indianapolis.
This district is not only a collection of some of
Indianapolis’ most notable architecture, but it also
defines a set of urban spaces that are unique to the
State. In developing the preservation plan and the
historic district guidelines, ARCHtrio was charged
with emphasizing what is significant in defining
the district, what must be preserved, yet also
allowing for change and the continued evolution
of Monument Circle and its environs that is
responsive to and respectful of the architecture
and the cultural resources of this important place
to both the City and State.
CORE REDEVELOPMENT │
John Watson, Executive Director
P: 317-636-7669
jwatson@coreredevelopment.com
Population: NA
Employees: NA
Dates of Service: Ongoing
Summary:
ARCHtrio has worked with CORE Redevelopment on
various projects including Harding Street Lofts,
Stadium Lofts, and Windsor Apartments providing
architectural design services. Design considerations
included use of historic preservation tax credits,
utilization of form based code, and development of
new construction within an historic context.
MO NUME N T C IRC LE HISTO RIC DIST RIC T H IS TO RI C A R EA PR ESE R VA T ION P L A N
IN D IAN A P OL I S H IS TO RI C P RE SER VA T I ON CO MM I SSI O N
OUTLINE OF SERVICES
ARCHitecture trio, Inc. anticipates the following scope of services to perform Architectural Design Review
for the City of Bozeman:
GENERAL │
The scope of services include completing architectural design review consistent with the requirements of the
Unified Development Code and the preparation of staff reports for applications for review by the Design
Review Board, Community Development Director, and the City Commission.
TASKS │
1. Review Design Review application including application, floor plans and elevations, drawing
details, project materials, site development plans, renderings, etc.
2. Meet with assigned staff to identify additional project information obtained from applicant
meetings, DRC meetings or other data that may be beneficial in the review.
3. Review applicable codes, land use regulations and other neighborhood and facility planning
documents as applicable to each application.
4. Preparation of design review comments to be included in the Staff Report. Staff report
formatting and organization to be consistent with current standards.
5. Investigation and research of similar projects and other best practices, including providing
photographs of sample conforming design solutions which may be applicable to the design
review.
6. Provide revisions and additional information as requested by staff.
Assumptions:
1. City staff will provide electronic or paper copies of all application materials and any other
associated materials such as previous applications which may be pertinent to the review.
2. City staff will provide similar examples of other review applications if possible to assist in the
review and staff report formatting.