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Lakota Group/Neighborhood Overlay District
City of Oshkosh -Department of Community Development OJHKOJH ON THE WATER 215 Church Avenue Oshkosh,WI 54901 (920) 236-5055 (920) 236-5053 fax MEMORANDUM TO: Lynn Lorenson, City Attorney Pam Ubrig, City Clerk Peggy Steeno, Director of Finance FROM: David Buck, Principal Planner DATE: July 25, 2012 RE: Contract/Agreement Between the City of Oshkosh and The Lakota Group— Neighborhood Overlay District Attached please find a signed Agreement with attachments relating to consulting work involving an update to the zoning code for the development of an overlay district or other product that creates residential design and in-fill standards that addresses preservation of the historic character for the City of Oshkosh's"traditional"/historic residential neighborhoods. Original signed agreements are sent to the Attorney's Office and the City Clerk's Office. Photocopied reproduction of the agreement is being sent to the Finance Department and also kept on file in the Department of Community Development. Please let me know if there are any questions or concerns. AGREEMENT THIS AGREEMENT, made on the Zirh day of June, 2012, by and between the CITY OF OSHKOSH, party of the first part, hereinafter referred to as CITY, and The Lakota Group (212 West Kinzie Street-3rd Floor, Chicago, Illinois 60654), party of the second part, hereinafter referred to as the (CONTRACTOR/ CONSULTANT), WITNESSETH: That the City and the Contractor/Consultant, for the consideration hereinafter named, enter into the following Agreement. The Contractor/Consultant's proposal is attached hereto and reflects the agreement of the parties except where it conflicts with this agreement, in which case this agreement shall prevail. ARTICLE I. PROJECT MANAGER A. Assignment of Project Manager. The Contractor/Consultant shall assign the following individual to manage the project described in this contract: Scott Freres, RLA, ASLA, Principal B. Changes in Project Manager. The City shall have the right to approve or disapprove of any proposed change from the individual named above as Project Manager. The City shall be provided with a resume or other information for any proposed substitute and shall be given the opportunity to interview that person prior to any proposed change. ARTICLE II. CITY REPRESENTATIVE The City shall assign the following individual to manage the project described in this contract: David Buck, Principal Planner ARTICLE III. SCOPE OF WORK The Contractor/Consultant shall provide the services described in Part I — Overlay District in the City's RFP, and in the Contractor/Consultant's Proposal, dated April 27, 2012 (excluding the Sample Contract) as Phase 1: Overlay Zoning District. The Contractor/Consultant may provide additional products and/or services if such products/services are requested in writing by the Authorized Representative of the City. All reports, drawings, specifications, computer files, field data, notes and other documents and instruments prepared by the Contractor/Consultant as instruments of service shall remain the property of the City. 1 of 4 ARTICLE IV. CITY REPONSIBILITIES The City shall furnish, at the Contractor/Consultant's request, such information as is needed by the Consultant to aid in the progress of the project, providing it is reasonably obtainable from City records. To prevent any unreasonable delay in the Contractor/Consultant's work the City will examine all reports and other documents and will make any authorizations necessary to proceed with work within a reasonable time period. ARTICLE V. TIME OF COMPLETION The work to be performed under this contract shall be commenced and the work completed within the time limits as agreed upon between the parties at the kickoff meeting. The Contractor/Consultant shall perform the services under this agreement with reasonable diligence and expediency consistent with sound professional practices. The City agrees that the Consultant is not responsible for damages arising directly or indirectly from any delays for causes beyond the Contractor/Consultant's control. For the purposes of this agreement, such causes include, but are not limited to, strikes or other labor disputes; severe weather disruptions or other natural disasters, failure of performance by the City, or discovery of any hazardous substances or differing site conditions. If the delays resulting from any such causes increase the time required by the Contractor/Consultant to perform its services in an orderly and efficient manner, the Contractor/Consultant shall be entitled to an equitable adjustment in schedule. ARTICLE VI. COMPONENT PARTS OF THE CONTRACT This contract consists of the following component parts, all of which are as fully a part of this contract as if herein set out verbatim, or if not attached, as if hereto attached: 1. This Instrument 2. The Request for Proposals 3. Contractor/Consultant's Proposal In the event that any provision in any of the above component parts of this contract conflicts with any provision in any other of the component parts, the provision in the component part first enumerated above shall govern over any other component part which follows it numerically except as may be otherwise specifically stated. 2 of 4 ARTICLE VII. PAYMENT A. The Contract Sum. The City shall pay to the Contractor/Consultant for the performance of the contract the total sum not to exceed $23,650, adjusted by any changes hereafter mutually agreed upon in writing by the parties hereto. B. Method of Payment. The Contractor/Consultant shall submit itemized monthly statements for services. The City shall pay the Consultant within 30 calendar days after receipt of such statement. If any statement amount is disputed, the City may withhold payment of such amount and shall provide to Contractor/Consultant a statement as to the reason(s) for withholding payment. C. Additional Costs. Costs for additional services shall be negotiated and set forth in a written amendment to this agreement executed by both parties prior to proceeding with the work covered under the subject amendment. ARTICLE VIII. CONTRACTOR TO HOLD CITY HARMLESS The Contractor/Consultant covenants and agrees to protect and hold the City of Oshkosh harmless against all actions, claims and demands of any kind or character whatsoever which may in any way be caused by or result from the intentional or negligent acts of the Contractor/Consultant, his agents or assigns, his employees or his subcontractors related however remotely to the performance of this Contract or be caused or result from any violation of any law or administrative regulation, and shall indemnify or refund to the City all sums including court costs, attorney fees and punitive damages which the City may be obliged or adjudged to pay on any such claims or demands within thirty (30) days of the date of the City's written demand for indemnification or refund. ARTICLE V. INSURANCE The Contractor/Consultant agrees to abide by the attached City of Oshkosh Insurance Requirements. ARTICLE X. TERMINATION A. For Cause. If the Consultant shall fail to fulfill in timely and proper manner any of the obligations under this Agreement, the City shall have the right to terminate this Agreement by written notice to the Contractor/Consultant. In this event, the Contractor/Consultant shall be entitled to compensation for any satisfactory, usable work completed. B. For Convenience. The City may terminate this contract at any time by giving written notice to the Contractor/Consultant no later than 10 calendar days before the termination date. If the City terminates under this paragraph, then the Consultant shall be entitled to compensation for any satisfactory work performed to the date of termination. This document and any specified attachments contain all terms and conditions of the Agreement and any alteration thereto shall be invalid unless made in writing, signed by both parties and incorporated as an amendment to this Agreement. 3 of 4 In the Presence of CONTRACTO: 0 BY: . dal! 4'/ /�� OP / ' on/ 1 II c i. No/i ' 11,11r4F. (Seal of Contractor •p:cify if a Corporation.) : • OFFICIAL SEAL ASHLEY M UNDSAY (Specify Title) NOTARY PUBLIC-STATE OF ILLINOIS MY COMPASSION EXPIRES:07/2/12 CITY OF OSHKOSH 2 � —'z Ma A. Rohloff, City Manager (Wit ess) -----" -- <_, �. .e, And:�%, 1, ,A_ (Witness) Pamela R. Ubrig, City C erk 1 APP-OVED: I hereby certify that the necess- ary provisions have been made to pay the liability which will accrue th.,. A fly I _.–i1 under this contract. ity AttoW fity Co n4fDtroffer 4 of 4 _ OP ID: HM A J R0 CERTIFICATE OF LIABILITY INSURANCE DATE(MM/DD/YYYY) 06127/12 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED,the policy(ies) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy,certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). CONTACT PRODUCER 847-427-8400 NAME: Associated Agencies,Inc. 847-427-3430 PHONE FAX,No): 1701 Golf Rd,Tower 3,7th Fir (A/c,No,Ext): Rolling Meadows,IL 60008-4267 E-MAIL ADDRESS: Skip Schrayer PRODUCER LAKOT-1 CUSTOMER ID#: — INSURER(S)AFFORDING COVERAGE NAIC# INSURED The Lakota Group, Inc. INSURER A:Travelers Indemn of Amer 25666 212 West Kinzie Street, 3rd Fl INSURER B:Hartford Casualty Insurance Co 29424 Chicago,IL 60654 INSURER C:Landmark Insurance Company 35637 INSURER D: — INSURER E: _INSURER F: COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES.LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. INSR ADDL SUBR POLICY EFF POLICY EXP LIMITS LTR TYPE OF INSURANCE INSR WVD POLICY NUMBER (MM/DD/YYYY) (MM/DD/YYYY) GENERAL LIABILITY EACH OCCURRENCE $ 1,000,000 05/01/12 05/01/13 I DAMAGETOR.T5F 300,000 A X COMMERCIAL GENERAL LIABILITY X 68078761624 PREMISES{Ea occurrence) $ CLAIMS-MADE X OCCUR MED EXP(Any one person) $ 10,000 PERSONAL&ADV INJURY $ 1,000,000 GENERAL AGGREGATE $ 2,000,000 GEN'L AGGREGATE LIMIT APPLIES PER PRODUCTS-COMP/OP AGG $ 2,000,000 POLICY X PJECT RO LOC $ AUTOMOBILE LIABILITY X COMBINED SINGLE LIMIT $ 1,000,000 (Ea accident) ANY AUTO BODILY INJURY(Per person) $ ALL OWNED AUTOS BODILY INJURY(Per accident) $ SCHEDULED AUTOS PROPERTY DAMAGE $ A X HIRED AUTOS 6807B761624 05/01/12 05/01/13 (Per accident) A X NON-OWNED AUTOS 6807B761624 05/01/12 05/01/13 $ $ X UMBRELLA LIAB X OCCUR EACH OCCURRENCE $ 2,000,000 EXCESS LIAB CLAIMS-MADE AGGREGATE $ 2,000,000 A CUP007B762111 05/01/12 05/01/13 $ DEDUCTIBLE X RETENTION $ 10,000 WC STATU- ( OTH- WORKERS COMPENSATION X TORY LIMITS I ER AND EMPLOYERS'LIABILITY 05/01/12 05101!13 E.L.EACH ACCIDENT $ 1,000,00( B ANY PROPRIETOR/PARTNER/EXECUTIVE Y s, N/A 83WECVP8565 OFFICER/MEMBER EXCLUDED? 1,000,00( (Mandatory in NH) E.L.DISEASE-EA EMPLOYEE $ If yes,describe under DESCRIPTION OF OPERATIONS below E.L.DISEASE-POLICY LIMIT $ C Professional Liab LHR731723 10/20/11 10/20/12 Each Occ 2,000,00( Claims Made Aggregate 2,000,00( DESCRIPTION OF OPERATIONS I LOCATIONS/VEHICLES Attach ACORD 101,Additional Remarks Schedule,if more space is required) The City of Oshkosh, and its officers, council members, agents, employees and authorized volunteers are additional insured as required by written contract. CERTIFICATE HOLDER CANCELLATION OSHKO-2 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. City of Oshkosh 215 Church Avenue Oshkosh,WI 54903-1130 AUTHORIZED REPRESENTATIVE 1 ©1988-2009 ACORD CORPORATION. All rights reserved. ACORD 25(2009/09) The ACORD name and logo are registered marks of ACORD City of Oshkosh Page 1 of 8 RFP Zoning Ordinance Rewrite Request for Proposals Two-Part Zoning Ordinance Rewrite RFP Release Date: April 06,2012 Proposal Due Date: April 27, 2012 Notice and Instructions to Proposers 1. Proposals must be received in the below office no later the close of the business day on April 27, 2012. 2. Submit one original and five complete copies of your proposal to: City of Oshkosh Attn: David Buck, Principal Planner 215 Church Avenue PO Box 1130 Oshkosh, WI 54903-1130 3. Faxed, e-mailed and/or unsigned proposals will not be accepted. City of Oshkosh Page 2 of 8 RFP Zoning Ordinance Rewrite 1) GENERAL INFORMATION The City of Oshkosh (City), through this Request for Proposals(RFP), is seeking qualified planning and zoning consultants,multi-disciplinary firms or teams to undertake a two-stage zoning ordinance rewrite project. Part I involves the immediate development of an overlay zoning district creating design and in-fill standards for the City's "traditional"/historic residential neighborhoods. Part II involves the complete rewrite of the City's Zoning Ordinance transitioning it from the current Euclidean type ordinance to a hybrid Euclidean and form-based zoning ordinance. RFP responders are being asked to submit proposals for both parts of this RFP but should note that only Part I is budgeted at this time. The successful respondent for Part I will not necessarily be awarded the Part II work. The City will evaluate each part independently but will give some preference to the successful Part I responder, Budgeting for Part 11 will be based in part upon the successful proposal as determined by the City 2) BACKGROUND INFORMATION The City of Oshkosh, Wisconsin was incorporated in 1853 and is the largest city in Winnebago County with approximately 67,000 residents. The City encompasses an area over 24 square miles with a significant amount of shoreline due to the presence of the Fox River, Lake Butte des Morts, and Lake Winnebago. It is the County Seat of Winnebago County and contains many governmental uses including a state prison, state university, and county airport. Development in the City is comprised of a relatively equal mix of traditional neighborhood development with a historic downtown and newer more suburban style residential development and highway frontage commercial including an outlet mall,big box retail and modern industrial parks. The City shares no boundaries with other incorporated municipalities and has been one of the fastest growing communities in the state. The City of Oshkosh's last comprehensive update of its Zoning Ordinance occurred in 1997 with multiple amendments over the past 15 years. The existing zoning ordinance includes a wide range of sections such as Euclidean zoning districts, sign regulations, subdivision code and historic preservation ordinance. The Oshkosh Zoning Ordinance (Chapter 30 of the Municipal Code) can be viewed online at http://www.ci.oshkosh.wi.us/Community_DevelopmentlPIanning_Services/zoning_or dinance.asp. As the zoning ordinance is dated, it does not always reflect the best contemporary zoning and planning practices and many of the requirements do not reflect existing conditions or accommodate older development areas and has thus resulted in a large number of nonconformities and allows inappropriate development. The proliferation of out of place in-fill and often inappropriate structure rehabilitation has prompted the City to request immediate action to halt this trend. City of Oshkosh Page 3 of 8 RFP Zoning Ordinance Rewrite Additionally, the City's Comprehensive Plan, which was updated 2005 to meet the State's "Smart Growth" statute,contains many development related goals that are to be implemented through the Zoning Ordinance. The City therefore desires a rewrite of the entire zoning ordinance to better align its regulation to those goals and objectives. The Oshkosh Comprehensive Plan can be viewed online at http://www.ci.oshkosh.wi,us/Community Development/Planning Services/comprehe nsivejDlan.asp During the course of both parts of the project, the Consultant shall work with elected and appointed officials, city boards and committees, city staff, special interest groups and the general public. The consultant will be required to develop a public participation process that actively engages the aforementioned groups throughout the process, while meeting the project's budget and timeframe. 3) PROJECT OVERVIEW AND OBJECTIVES The general purpose of both parts of the project is the comprehensive rewrite the City of Oshkosh Zoning Ordinance thereby making it consistent with the goals and objectives of the City's Comprehensive Plan as well as other community planning documents such as smaller area development plans, the Pedestrian and Bicycle Circulation Plan,the Sustainability Plan, etc. The project is to be completed in two parts as described below: Part I-Overlay District The City has an immediate desire to develop an overlay zoning district for our "traditional"/historic residential neighborhoods that are generally located in the older central city areas of the community,as identified on the attached map. The overlay district will address the following objectives: (a) Encompass a geographic area(s) of the City of Oshkosh that logically represent different periods and styles of the City's development. (b) Include design and infill standards for the City's "traditional"/historic neighborhoods that maintain the fabric of said neighborhoods. (c) Provide regulations that buffer low density residential uses/areas from higher density multiple-family,commercial and industrial uses/areas. (d) Recommend changes to other Oshkosh code/ordinances as they relate to the overlay district. Part II-Zoning Ordinance Rewrite It is the City's overall or longer-term desire that a new zoning ordinance, that moves away from the existing conventional Euclidean zoning ordinance to a combination of Euclidean and form based code sometimes referred to as a"smart code". This hybrid code should place greater emphasis on development form and performance with less concern over the strict division of land uses and specific dimensional regulation based City of Oshkosh Page 4 of 8 RFP Zoning Ordinance Rewrite solely on district designation. The desire is to move away from the inherent issues that exist with the "one size fits all" concept of Euclidean style district regulations. The rewritten code needs to accomplish the following objectives: (a) Develop a hybrid zoning code using the best of Euclidean and form-based principals to regulate uses and associated items such as signage,parking, etc. based on function and performance as well as location/district. This new code should minimize the creation of nonconformity where possible/practical. (b) Include a zoning map which links an identifiable "zoning" area for all property (private and public) with the text of the rewritten zoning code. (c) Include regulation and standards typically regulated by zoning law such as nonconformity, code administration, process identification, telecommunication and alternative energy equipment, noise, lighting, etc. (d) Develop mixed-use regulations for both the existing built areas and the less developed growth areas at the urban edge. (e) Develop specific"University Campus"code section that incorporates specialized performance standards for institutional, commercial and residential uses in and around the University of Wisconsin Oshkosh. (f) Develop specific regulations that protect and enhance the city's gateway corridors and shorelines/water frontages. (g) Provide regulations that"buffer"/protect low density residential uses/areas from higher density multiple-family,commercial and industrial uses/areas. (h) Promote development patterns that support multiple transportation modes including mass transit, bicycling and walking. (i) Provide for and promote a sustainable built and natural environment. (j) Ensure a smooth interface between the hybrid code and other codes/ordinances such as Wisconsin State Statues, Oshkosh Municipal Code, State Building and Housing codes, DNR/FEMA Floodplain Regulations,etc. (k) Create a document that is logically organized, easily understandable and "user friendly"through the use of common language and the inclusion of graphics, charts and tables that illustrate regulations. 4) ANTICIPATED TASKS AND SERVICES The successful respondent is expected to perform many tasks for development of the Overlay District including, but not limited to the following: Part I-Overlay District (a) Determine a boundary associated with the overlay zoning district by analyzing the building/housing stock to determine areas of specific design and development characteristics. (b) Develop a public participation plan that includes disseminating information to and receiving input from elected and appointed officials, city staff,neighborhood property owners/residents and special interest groups such as NeighborWorks Oshkosh, Habitat for Humanity,neighborhood associations, and the Winnebago Rental Association. City of Oshkosh Page 5 of 8 RFP Zoning Ordinance Rewrite (c) Develop an overlay zoning district that can be instituted immediately with the current zoning ordinance and would also be incorporated into the full zoning ordinance rewrite included in Part II of the project. (d) Provide professional assistance to City staff when conducting a public hearing on the draft overlay district, For the Part II-Zoning Ordinance Rewrite work, the successful respondent will be expected to perform the following tasks: Part II-Zoning Ordinance Rewrite (a) Review and evaluate Oshkosh's current zoning ordinance and provide an analysis of its strengths and weaknesses based on the consultant's review of best land use practices and include a recommendation of items that can be integrated into the rewritten code. (b) Propose an approach to integrate form-based components within the current Euclidean code to minimize nonconformity and promote easy transition from the existing to the new/rewritten Ordinance. (c) Develop a public participation plan that includes disseminating information to and receiving input from elected and appointed officials, city boards and committees, city staff, special interest groups and the general public. (d) Suggest process improvements necessary to ensure that the new/rewritten Ordinance promotes an efficient and effective development review process. (e) Develop a preliminary draft of the proposed zoning ordinance along with a summary/annotated outline of the changes from the existing zoning code to the new/rewritten code. (f) Attend and provide professional assistance to City staff when conducting a public hearing on the new/rewritten Ordinance. (g) Refine/amend the draft zoning ordinance based on input before and at the public hearing in order to finalize and deliver a final draft of the new/rewritten Ordinance to the city in electronic and hard copy formats. (h) Attend and provide professional assistance to City staff when bringing the draft zoning ordinance through the Plan Commission and Common Council approvaUadoption process. (i) Provide training to city staff to administer the new/rewritten Ordinance. 5) RFP REQUIREMENTS Consultants are asked to respond to this RFP by developing a proposal to meet the work associated Part I anticipated tasks and services and to provide a proposal to meet the anticipated tasks and services associated with and budgeted for Part II- Zoning Ordinance Rewrite. Consultants are asked to submit a concise proposal describing their capacity to manage the project and their experience with similar projects. Samples of zoning code reviews/rewrites and public participation plans are expected. The proposals should include a clear outline of how the consultant will meet the objectives for both Part I-Overlay District and Part II-Zoning Ordinance Rewrite of the project. City of Oshkosh Page 6 of 8 RFP Zoning Ordinance Rewrite Proposals should be prepared on standard sized paper and be limited to no greater than twenty(20)pages, exclusives of resumes. Charts and spreadsheets are encouraged and may be larger. Standard advertising/marketing brochures should not be included as part of the proposal. The City does not have a specific proposal format; however, the City expects the following information to be included within the proposals: (a) Consultant's name, address, phone number, e-mail and fax number, along with the name and signature of the authorized agent and contact person. (b) Brief history of the firm, including short case studies of similar projects carried out by the firm. (c) Statement of overall project understanding and general approach to meet project objectives and tasks of the project describing any modifications or expansion of the information provided. (d) A detailed project time schedule for both Part I-Overlay District and Part II- Zoning Ordinance Rewrite including start dates, dates of overlap, major project milestones and anticipated completion dates. (e) A list of client references for which the consultant has provided similar services including name, addresses, e-mail and phone number of a contact person for each reference. Indicate the type, scope and duration of the work done for each client. (f) A statement indicating the qualifications of the key person who will be assigned as the project manager by the consultant and their responsibilities within the scope of services. (g) A proposed budget with level of effort for each member of the team and for each major task. (h) Fee schedule for personnel involved with the project. (i) One copy of your firm's typical services agreement or contract. 6) GENERAL SELECTION PROCESS A committee comprised of the Planning Director, Community Development Director, and other selected staff involved with the process will review the proposals based on the following criteria: (a) Qualifications and previous related work experience particularly related to similar sized communities. (b) Understanding of project objectives. (c) Price/cost (d) Quality of sample materials and proposal package. (e) Responsiveness of submission requirements. The City may select a short list of proposers to make a presentation to clarify submitted proposals as well as provide supplemental information to the City and confirm proposal representations. 7) TERMS City of Oshkosh Page 7 of 8 RFP Zoning Ordinance Rewrite The City reserves the right to accept or reject all proposals or parts thereof and re- issue the RFP without stated cause, Upon selection of a consultant, the City shall attempt to negotiate and reach a final agreement. If the City, for any reason, is unable to reach a final agreement with the selected consultant, the City then reserves the right reject the selected consultant and negotiate with others. The City is not bound to accept the proposal with the lowest cost, but may accept the proposal that demonstrates the best ability to meet the needs of the City. 8) PROJECT SCHEDULE This project is divided into two distinct parts, which are anticipated to be completed consecutively though the outcome for Part I-Overlay District will undoubtedly be used in Part II-Zoning Ordinance Rewrite. Part I-Overlay District The selected consultant shall be expected to begin work on Part I within two weeks after contract signing, anticipated to be May, 2012. A preliminary draft of the overlay district is expected to be completed and furnished to the City within six months/October, 2012 thereby providing time for it to be brought through Plan Commission review and Common Council for a final document creation and consideration of Council adoption no later than December 2012. Part II-Zoning Ordinance Rewrite Upon completion of work for Part I—Overlay District, it is expected that work will begin on Part II-Zoning Ordinance Rewrite. The timeframe for the complete rewrite of the Oshkosh Zoning Ordinance shall be 18 months/July, 2013. 9) BUDGET The City intends to enter into contract for professional services based on a fixed-price (or lump sum) to the contractor for the specified scope of services for each individual Part of the project separately. The City of Oshkosh shall not be liable for any costs associated with responding to this RFP. Part I-Overlay District The City is budgeting$25,000 for Part I-Overlay District portion of the project over the eight month period designated for its completion, The consultant shall submit fee and reimbursable expense schedules necessary to accomplish the anticipated tasks and services outlined in this RFP. The fee submittal shall address the following items: (a) Detailed full service proposal outlining the services to be provided under Part I of • the project as described in the anticipated tasks and services. City of Oshkosh Page 8 of 8 RFP Zoning Ordinance Rewrite (b) Hourly rate schedule of personnel and reimbursable expenses, and the proposed number of hours budgeted for each member of the consultant's project team. (c) Cost of any deliverables Part II-Zoning Ordinance Rewrite The City has not determined a budget for the second part of the project at this time and is requesting that the consultant submit a fixed-price (lump sum)estimate of expenses necessary to accomplish the tasks and services outline in Section 4 of this RFP. The budget estimate for Part II-Zoning Ordinance Rewrite shall address the following items: (a) Detailed full service proposal outlining the services to be provided under Part I of the project as described in the anticipated tasks and services. (b) Hourly rate schedule of personnel and reimbursable expenses, and the proposed number of hours budgeted for each member of the consultant's project team. (c) Cost of any deliverables to be provided to the City. It is anticipated that incremental payments to the consultant will be made at the completion of major tasks/milestones with a "not to exceed"contract amount. Ten percent of the contract price will be held as fmal payment upon delivery of the final products. The exact payment schedule will be negotiated and determined as part of the contract and shall be based on the budget provided with the proposal. 10)CONTACT AND QUESTIONS This request for proposals is being issued by the City of Oshkosh Community Development Department. All questions or inquiries concerning this RFP should be directed to: David Buck,Principal Planner City of Oshkosh 215 Church Avenue Oshkosh, WI 54901 Phone: 920.236.5059 Fax: 920.236.5053 E-Mail: dbuck@ci.oshkosh.wi.us • .' 5:,5 ra. 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'-'-` 5 _ Algoma Boulevard 6 - Paine Lumber ''' = i -, _ '4•.„ 7 z., < _ 7 - Riverside Cemetery ' ' ' 0/1-1KO/H ic Areas 25.:0 3_4E9 5,0 ..,...., . ... ,„, ...,..: Neighborhood Improvement St rateg CITY OF OSHKOSH, WISCONSIN r" ' x ,v ti �ry z� s �' � �`ir- t as; t.�& +T`.`� -S..--> S.fi -* ,s "ate ym, t ---T .-, '?�. .. 'W,S y , u$, , r<- z�" '� „. �" -ro ? y,'.' _ Y S a :5 _',:yam ' S r Y' i� ` j '4b :::,:,,,--t-.6"--W.i L 'Z ^. iCC _..4_AM.S� `S" .�X.Y" .aa Y "t;_.9 9 eYa. ?� �4 u'" _s„,:),.-._ p-'c^' w, ,`�� 43 2;Z }3 :,- •�? .sr. -...m,.r ri..,`,h` - " �a" axati',tea.- .k ,.�. .,..r ,,,' ass.. ,.tt:;1�-.>.;a,...4'a' CONTENTS Two-Part Zoning Ordinance Rewrite City of Oshkosh, Wisconsin Request for Professional Services Proposal Section 1: Team Overview Page 2 Section 2: Team Member Background Page 6 Section 3: Team Project Profiles Page 11 Section 4: Project Approach and Work Plan Page 18 Section 5: References Page 27 Section 6: Cost Proposal Page 29 Section 7: Sample Contract Page 30 Section 8: Team Resumes Page 33 L A KO TA RESPECT FOR LANE) CC?,`:MUN?T1 ;:rJER_I_A\DISTRICT -TD ZONING RD1I'.AhiCE REC RITE r"P SECTIO\ I . TEAM OVERVIEW An experienced and well-qualified team has been assembled for the Two-Part Zoning Ordinance Rewrite project and includes the following team firms and their respective project roles and responsibilities: • The Lakota Group—overlay district, community engagement, code graphics and production support,project management • Duncan Associates—overlay district, Zoning ordinance rewrite, community engagement The Lakota Group I Duncan Associates Team brings extensive experience in drafting and updating zoning codes and development regulations,historic preservation planning,implementation, and community engagement and consensus-building. The Team will work closely with the City and its boards and commissions, and local stakeholders and residents to develop an Overlay District and updated Zoning Ordinance that meets local needs. THE LAKOTA GROUP Office 212 West Kinzie Street, 3rd Floor Chicago, Illinois 60654 T. 312.467.5445 K_O TA F. 312.467.5651 Key Contact Scott Freres,RLA,ASLA, President s freres(duth elakotagroun.co m Profile The Lakota Group,based in Chicago,Illinois,was established in 1993 to serve a wide range of public and private sector clients. Lakota's professionals are widely recognized for their large and small scale planning and urban design projects and expertise in community relations and participation processes. Projects have included comprehensive community plans, downtown and commercial corridor plan,parks and greenways, streetscapes and public spaces,waterfronts and river corridors, neighborhood revitalization plans, design guidelines and form-based codes, overlays and conservation districts, transit-oriented developments, medical districts and mixed-use developments, and historic preservation plans. Experienced Lakota principals and associates have provided planning services to more than 200 communities throughout the Midwest. The firm's approach is reflected in its name, "Lakota",which is a Native American word meaning"allies". Lakota professionals share a strong respect for the land and built environment, a sense of community and a desire to bring people together to work together as allies for positive change. Firm Services • Planning • Urban Design • Landscape Architecture • Historic Preservation • Community Relations LAKOTA duncan associates CITY OF OSHKOSH,WISCONSIN 1 2 O\Tit .AI LIS'TRICt RND ZONING ORDIhNNCE REV, ;TE RFP Lakota will serve as overall project manager and will take the lead in developing the Overlay District with assistance from Duncan and Associates. Lakota will also prepare all graphics to be used in the Overlay District and Zoning Ordinance Rewrite documents. DUNCAN ASSOCIATES Office 212 West Kinzie Street, 3'd Floor Chicago, Illinois 60656 T. 312.527.2500 d ncan,associates Key Contact Kirk Bishop,Executive Vice President hirk(a-:duncanassociates.com Profile Duncan Associates is a planning consulting firm that specializes in updating and revising zoning and development regulations for public-sector clients. From our main offices in Chicago and Austin, the firm has provided zoning and planning consultation services to over 120 cities and counties in more than 30 states. The firm is a nationally recognized leader in the field, as evidenced by numerous awards for ordinances from the American Planning Association. Duncan Associates has built its reputation on identifying local issues, exploring alternative approaches and transforming conceptual recommendations into development regulations that work...and stand the test of time. As a firm built around a team of former public-sector planners and code administrators, Duncan has the in-depth experience and knowledge in administering and enforcing regulations,including the real-life administrative issues that can arise on a daily basis. Duncan Associates is a small firm with a big reputation. Despite having drafted development ordinances for jurisdictions throughout the country, the firm has never had more than 14 employees at any one time —by design. Duncan Associates believes strongly in giving each client personal attention from firm principals and in completing our projects on time and within budget. Firm Services • Economic Analysis and Business Development Planning • Strategic and Implementation Planning • Consumer and Public Opinion Surveys • Policy and Program Performance Duncan will serve take the lead in developing the updated Zoning Ordinance and assist Lakota with the preparation of the Overlay District. Both firms will participate in all communir engagement activities. LAKOTA duncan.associates CITY OP OSHKOSH,WISCONSIN 1 3 • 0 ERLA'S D: t T'R;CT k ND Z01, G ORE[NA' CE RE, RITE REF TEAM ORGANIZATION CHART _ _ LKOT. DUNS • €3v�c(�rrTkixria .CJ xfierDK atccm ulcarian Code 4" t 113iVeS. .;Ur&cauasel.; . y Final DOCUilerilt.PPASIC4041 •o'COSELMEUClitiEr1V1213Atnt CednaFitaPhi• fie WHY THE LAKOTA I DUNCAN TEAM The Lakota I Duncan Team appreciates the opportunity to submit a professional services proposal submittal to assist the City of Oshkosh and the Oshkosh community in the preparation and adoption of an Overlay District for its residential historic districts and a comprehensive rewrite of its Zoning ordinance. The Lakota I Duncan Team believes it has the requisite skills, qualifications and experience to undertake this assignment: • Lakota has extensive experience in the planning,revitalization and urban design of communities, downtowns, commercial corridors and neighborhoods throughout the country. Our firm also has skilled and experienced personnel in historic preservation, urban design management and neighborhood conservation as well as the development of overlays and form-based codes. • Duncan Associates is a leading planning consultant firms specializing in zoning, development regulations and growth management and has worked in more than 120 cities and counties in 30 states. Duncan's recent planning work includes the revision of Wauwatosa (WI) zoning ordinance, the Sustainable Building and Development Standards and Code for Lake County (IL),the new zoning code for the cities of Chicago, Philadelphia and Kansas City, and the new form-based code for Downtown Evanston (IL). • Lakota and Duncan have collaborated on several projects in recent years, including a hybrid form- based code for the Roosevelt Road Corridor in the western suburbs of Chicago as well as the Lake County Sustainability Code and the Downtown Evanston Master Plan. L A KOTA dunca n associates crEY OF OSHKOSH,WISCONSIN I 4 OVERLAY DISTRICT END ZONII,G ORDINANCE REWRITE REP • A multidisciplinary team with committed principals and senior staff that will be involved in all project phases and tasks. Additionally,Lakota and Duncan bring national level work experience and perspectives with clients including state, county and local governments and agencies; local retailers, businesses and corporations; property owners and developers;businesses and corporations; chambers of commerce, neighborhood associations and Main Street revitalization programs; and universities, colleges and school districts. • A shared philosophy and emphasis on"team building"with public officials, steering committees and working groups,planning and historic preservation commissions, economic development groups and other local stakeholders. It is the goal of our team-building work to create a positive, creative planning process that achieves project goals and objectives. • Lakota and Duncan have extensive experience in organizing and facilitating community and focus group meetings and public workshops. Beyond this, Lakota brings project experience in developing a community engagement strategy that combines different outreach formats and venues,including the use of social media and other tools,which meet local needs and expectations as part of a planning assignment. • Lakota staff has the capacity and experience to develop and prepare images and graphics for use in zoning ordinances and form-based codes in both hand drawn and computer aided formats. • The Lakota I Duncan Team have a proven track record of crafting codes and ordinances that help implement community plans and that have a positive impact on a communiYs quality of life. LAKOTA duncan associates CITY OF OSHKOSH,WISCONSIN I 5 OVERLAX DISTRICT AI-JD ZONING ORDINANCE RE Ri TERFT SECTION 2. I EAM MEMBER BAG<GROUND This section provides information regarding the key personnel assigned to this project. Full resumes and professional biographies for Lakota Team personnel are included in Section 7: Team Resumes. The Lakota Group Scott Freres, RLA, ASLA, Principal Scott Freres is Lakota founding Principal and leads the firm's Project Responsibilities: planning, urban design and landscape architecture studios. Scott P;o,evoioa C/nT, ni overlay:(ON has more than 27 years of planning and urban design experience demi/ i/eri;('rid eomri/rnrtr e;v4/. ///c/it. ranging from revitalization plans,design guidelines and development codes for large urban districts, corridors and small Years ofEaperience towns. Scott's unique ability to take a fresh, feasible and inclusive 27 1(-,u r approach to projects for the public,private and institutional sectors has contributed to establishing Lakota's reputation as a creative leader in planning and design. Scott is a Registered Landscape Architect with the State of Illinois and a member of the American Society of Landscape Architects. Education BS,Landscape Architecture, University of Wisconsin-Madison Signature Projects • North East Neighborhood Design Guidelines–South Bend, Indiana • Interstate 94 Area Plan–Mount Pleasant,Wisconsin • Village Center Master Plan–Wilmette,Illinois • Downtown Master Plan and Form-Based Code–Evanston, • Illinois • Central District Master Plan and Design Guidelines — Shorewood,Wisconsin • Shipyard Master Plan–Sturgeon Bay,Wisconsin Daniel Grove, RLA, LEED AP, Associate Principal Daniel Grove, RLA,LEED AP, is a Lakota Vice President with Project Responsibilities experience in downtown planning, codes and ordinances,plan Team project manager and leader for graphics, mixed-use developments,large residential developments, overlay and zoning ordinance image and site planning, park design,and wayfinding design and computer graphics development,•community modeling/simulations. . engagement Years of Experience Education 15 BS, Landscape Architecture, University of Wisconsin-Madison LAKOTA duncan associates CITY OF OSHKOSH,WISCONSIN I 6 • OVERLAY DISTRICT A_ND ZONING ORDINANCE REWRITE REP • A multidisciplinary team with committed principals and senior staff that will be involved in all project phases and tasks. Additionally,Lakota and Duncan bring national level work experience and perspectives with clients including state, county and local governments and agencies; local retailers, businesses and corporations; property owners and developers; businesses and corporations; chambers of commerce, neighborhood associations and Main Street revitalization programs; and universities, colleges and school districts. • A shared philosophy and emphasis on "team building"with public officials, steering committees and working groups,planning and historic preservation commissions, economic development groups and other local stakeholders. It is the goal of our team-building work to create a positive, creative planning process that achieves project goals and objectives. • Lakota and Duncan have extensive experience in organizing and facilitating community and focus group meetings and public workshops. Beyond this,Lakota brings project experience in developing a community engagement strategy that combines different outreach formats and venues,including the use of social media and other tools,which meet local needs and expectations as part of a planning assignment. • Lakota staff has the capacity and experience to develop and prepare images and graphics for use in zoning ordinances and form-based codes in both hand drawn and computer aided formats. • The Lakota I Duncan Team have a proven track record of crafting codes and ordinances that help implement community plans and that have a positive impact on a community's quality of life. LAKOTA Ciuncark associates CITY OF OSHKOSH,\\WISCONSIN ``•'. DISTRICT ZONING ORDINANCE lc.,., � Fv�._ J .1...! Frl\�rl101\'ti\F;�J!iDi_�.� Clt:f�-,r.!_E:iFi' Signature Projects • Sustainable Building and Development Standards –Lake County, Illinois • Fond du Lac Corridor Vision Plan—Milwaukee,Wisconsin • Thorndale Corridor Master Plan, Form-Based Code and Streetscape Design—Wood Dale, Illinois • Roosevelt Road Corridor Form-Based Code—Berwyn, Oak Park, and Cicero, Illinois • Central District Master Plan and Design Guidelines — Shorewood,Wisconsin • Shipyard Master Plan–Sturgeon Bay,Wisconsin Nicholas P. Kalogeresis,AICP, Vice President Nick Kalogeresis is a City Planner and Lakota Vice-President and Project Responsibilities: currently manages Lakota's historic preservation planning portfolio Lrdd cocsaita,rt tor orfl/I;T n'rr;W, and has provided consulting services to over 70 communities in w.corirnt Illinois,Michigan,Wisconsin, Iowa, South Carolina, California, Maryland, Ohio, Oklahoma,Texas,Wyoming and Nebraska. Years of Experience Nick's clients have included federal and state agencies, counties and -'/ 1`'`Z" municipalities,historic preservation commissions, neighborhood associations, state and local Main Street programs and other non- profit organizations. Nick is also a frequent writer and public speaker on topics related to historic preservation planning and downtown and neighborhood revitalization. Nick recently authored the articles, "Incorporating Sustainabilir into Downtown Master Plans and Codes," and "Form-Based Zoning:Bringing New Urbanism to Main Street"for Main Street Now, the quarterly journal of the National Trust Main Street Center. Prior to joining Lakota,Nick was for 10 years a Program Officer for Consulting Services with the National Trust Main Street Center (NTMSC). Nick is a member of the American Institute of Certified Planners. Education BA,History, Elmhurst College MUP, University of Illinois at Urbana-Champaign Signature Projects • Strategic Historic Preservation Plan–San Antonio,Texas • Historic Building Design and Resource Manual–Naperville, Illinois • Enos Park Neighborhood Master Plan, Conservation District Overlay and Design Guidelines–Springfield, Illinois • Brandywine Preservation and Revitalization Study– Brandywine, Maryland • Cermak Road Historic and Architectural Survey–Berwyn, Illinois LAKOTA duncan associates CITY OF OSHKOSH,WISCONSIN 1 7 OVER-,A DISTRICT AND COINING ORDNANCE REV-RI-IF_REP Kevin Clark, 111—A,, AICP, Vice-President Kevin is a Lakota Vice President and City Planner/Landscape Project Responsibilities f;.rhi<n ��;cr,L;i�,-J qr7<1 Architect with extensive experience in form-based codes, l comprehensive planning, downtown and corridor planning, /or or.e!/a}dur;irtorrd streetscape planning, park and site design and project management. His clients have included public agencies, corporations,institutions, retail businesses,and developers. Kevin is a Registered Landscape fears ofd perierce cca Architect with the State of Illinois and a member of the American i 1 ) rr Institute of Certified Planners. Education BS,Landscape Architecture,University of Kentucky MUP,University of Illinois at Chicago Signature Projects • Downtown Master Plan and Form-Based Code—Evanston, • Tllinois • Downtown Master Plan and Form Based Code—Antioch, Tllinois • Downtown Revitalization Plan and Form-Based Code— Glenview,Illinois • Northeast Neighborhood Master Plan and Eddy Street Design Guidelines—South Bend,Indiana • Interstate 94 Area Plan—Mount Pleasant,Wisconsin • Village Center Master Plan—Wilmette,Illinois Ashley Lindsay, Associate Ashley is a Lakota Associate with experience in information Project Responsibilities technology management and office administrative support. Ashley Project website,information technolog77, will assist team personnel with any administrative needs,project project management support n scheduling, community engagement web-based activities,travel fears of Experience arrangements and report production. ;�. Duncan Associates Kirk Bishop, Executive Vice President Kirk Bishop is Duncan Associates Executive Vice President and is Project Responsibilities Lead consultant for honing ordinance in charge of the firm's regulatory review and revision services. reunite,assist in overlap district Since joining Duncan Associates over 20 years ago, he has led most development, community engagement of the firm's major zoning and land development ordinance updates. Among his many notable assignments,he served as ]"ears of Experience project director for the Chicago zoning ordinance update,where he led a team of a dozen firms in completing the first comprehensive revision of the Chicago code in nearly 50 years. Kirk has also led code updates in Pittsburgh and Kansas and has served as project director for code updates in dozens of other cities,towns and counties throughout the U.S. He has also served as a special zoning advisor to the cities of Portland and Seattle and was invited LAKOTA ciuncan associates CITY OF OSHKOSH,WISCONSIN I 8 OV R! Z\ DISTRICT A_'.JD ZONING RD T.N. NCL- REWRITE RFP by Harvard University and the Lincoln Institute to serve on a three-member panel that advised planning directors of the nation's 25 largest cities. Before joining Duncan Associates, Kirk was a senior planner with the Village of Austin,where he was responsible for zoning and subdivision case review, and staff support for a citizen's code update panel. Education BA,Political Science, University of Iowa MURP, University of Iowa Signature Projects • Zoning Ordinance Revision—Wauwatosa,Wisconsin • Sustainable Building&Development Standards—Lake County, Illinois • Zoning Ordinance—Chicago,Illinois • Zoning and Development Regulations—Kansas City, Missouri • Downtown Plan and Form-Based Code—Evanston,Illinois • Roosevelt Road Corridor Form-Based Zoning- Berwyn, Oak Park, and Cicero,Illinois Eric Damian Kelly, FAICP, Vice President and Legal Associate Eric is one of the nation's foremost land-use lawyers and growth Project Responsibilities management specialists. He has degrees in both planning and law Assist in overlay district development and and is well-known nationally for his work in plan implementation— zoning ordinance rewrite;legal counsel; including work on zoning and subdivision regulations, growth community,engagement management strategies, and special studies and regulations for problem land uses. Over his 40-year career,he has worked with ears oraperierzce s more than 150 local governments in 35 states on planning and plan 40 i eu implementation. He first participated in drafting development regulations as vice president of a Philadelphia firm that developed the innovative "Impact Zoning" concept during the early 1970s. Eric is general editor of the 10-volume Matthew Bender legal treatise on Zoning and Land Use Controls. Other publications include Managing Communii Growth and participation as author or lead co- author of six Planning Advisory Service Reports for the American Planning Association. Eric is a past president of the American Planning Association and has also served the organization as a director, chair of its Planning and Law Division and president of its Iowa Chapter. Education Ph.D., Public Policy, The Union Institute JD and MS of City Planning, University of Pennsylvania BA, Williams College LAKOTA duncan associates crrr of OSHKOSH,WISCONSIN DISTRiCT ZON]:,,iC ORDir.,oNCE R.S';"it.JT CC]? Signature Projects • Zoning Ordinance Revision—Wauwatosa,Wisconsin • Zoning Ordinance—Chicago,Illinois • Zoning and Development Regulations —Kansas City,Missouri • Downtown Plan and Form-Based Code—Evanston, Illinois LAKOTA CiLEncan associates CITY OF OSHKOSH,WISCONSIN I 10 o`ER_L._1 DISTRICT ZONING OKUIN _ CE REV,-RITE RE.? SECTION 3. TEAM PROJECT PROFILES The following projects demonstrate the Lakota I Duncan Team's experience and background relevant to the Two-Part Zoning Ordinance Rewrite assignment. • Sustainable Building and Development Standards –Lake County, Illinois (Lakota and Duncan) • Roosevelt Road Corridor Form-Based Code—Berwyn, Oak Park, and Cicero, Illinois (Lakota and Duncan) • Downtown Master Plan and Form-Based Code–Evanston, Illinois (Lakota and Duncan) • Central District Master Plan and Design Guidelines —Shorewood, Wisconsin (Lakota) • Enos Park Neighborhood Master Plan, Conservation District Overlay and Design Guidelines – Springfield,Illinois (Lakota) • Northeast Neighborhood Master Plan and Eddy Street Design Guidelines —South Bend, Indiana (Lakota) • Strategic Historic Preservation Plan–San Antonio,Texas (Lakota) • Historic Building Design and Resource Manual–Naperville,Illinois (Lakota) • Zoning Code Update–Wauwatosa,Wisconsin (Duncan) • Unified Development Ordinance–Lake County, Illinois (Duncan) • Zoning Ordinance– Chicago, Illinois (Duncan) • Zoning and Development Regulations –Kansas City, Missouri (Duncan) • Will County Zoning Ordinance Update (Duncan and Lakota) PROJECT DESCRIPTIONS Sustainable Building and Development Standards –Lake County, Illinois (Lakota and Duncan) The Lakota Group and Duncan and Associates worked together to prepare a series of sustainable building and development standards for Lake County. The project promotes greater use of sustainable development practices through building code and unified development ordinance amendments that can be integrated into Lake County's regulations and that can serve as a model for municipalities in the county. The amendments are focused on the following environmental stewardship and sustainability drivers: • protection and improvement of air quality; • reduction of greenhouse gas emissions; • preservation of ecosystems and their functions; - r • energy conservation and renewable energy production; � � �• }` • waste minimization material reuse and recycling 8 1 � ' • • protection of water supply and water quality; and • promotion of sustainable businesses and green jobs. The project was funded through the U.S. Department of Energy's Energy Efficiency and Conservation Block Grant Program made available pursuant to the Amen'can Recoveij and Reinvestment Act. LAKOTA duncan associates cm of OSHKOSH,WISCONSIN 11 OVPR,_A`i „'ISI'' iCT„,-ND ZONING o D1N .1\'C'-_E ,'r-i'TERFP Roosevelt Road Corridor Form-Based Zoning —Berwyn; Oak Park, and Cicero, Illinois (Lakota and Duncan) Duncan Associates led a multi-disciplinary team,including The Lakota Group,in preparing a form-based zoning code for a 1.25-mile segment of Roosevelt Road located just west of Chicago. The project—a multi-jurisdictional planning effort involving the three municipalities of Oak Park,Berwyn, and Cicero — resulted in the development of new zoning regulations that focus on the physical "form” of private development, redevelopment and rehabilitation activities along the corridor.They are intended to support a mixed-use, pedestrian-oriented environment along the corridor. � -- ' _ _ Sample graphic image h onr rhe R , crel! Road Corridor Form-Based Code r rr , +'O ru/ 1 ,iii Downtown Master Plan and Form-Based Code—Evanston, Illinois (Lakota and Duncan) In 2007,Duncan Associates led a multi-disciplinary team that included The Lakota Group and charged with formulating a downtown plan and form-based zoning for Evanston,-Illinois.A weeklong design charrette was held, during which more than 500 local residents � .- - _ � � ® ���� participated in shaping the future ]g;( ` y ° _'`` =�s� design of streetscapes,public -7:-&-.-j, -.9j "'�AP spaces,and building form in the �N,s;arrK.,.c i downtown area. The firm recommended that the city define r character districts that would result 1=' . ' -:. in a downtown with a clear and \ t py' pronounced physical form,ranging _., from 2-4 story"traditional" areas ;,� i j - . �° t `''4. to mid- and high-rise"core" areas „n Nom _ centered on the commuter rail and 4�oA Fes^^^” �... light rail transit lines that converge •--°-- ^'°' —lW — in downtown Evanston.The form TM-,- --- based code strategy builds on the DC-2 Block Evmsmn,11163-u LAKOTA character district approach developed during the design ,Ilassin<t-virch gropltic as parr of Inc Evanston form-hcissd code development LAKO 1 A duncan associates CITY OF OSHKOSH,WISCONSIN 1 12 O`"F_'.1.4_�. DISTRICT AND ZONING ORDIN._NCE REWRITE R=_r- charrette. It establishes four zoning districts, each with standards for building height, profile, density, and frontage as well as design standards for sidewalks and streets. ".::t , Cr. t •psi w Z rtl•� _ �{ !r. - I. 111014 maim ad& ! '1 POD L3FSC 41K J4 If its ..-� l� • 4-, ay w M .?'Il 4a$111 _df ` r^+dt l�:'� I.,� :ii■ , r k:�!i _+-/"'„ i��11��,1�.���/ `�., 5 r�-� \,..<•Tt� �y7yl�iY -i�. '.� y, • The Central District Master Plan focused on revitalizing the downtown by preserving historic core and adding new development where needed—guided by appropriate design standards and guidelines. Central District Master Plan and Design Guidelines —Shorewood, Wisconsin (Lakota) Lakota's District Plan for this north Milwaukee suburb concentrates dining and shopping opportunities on pedestrian-oriented retail blocks;increases residential densities on other blocks to add vitality to the district; and enhances a "sense of place"with river trail connections, a special "District Gardens" zone, and a new central gathering place. The District serves Shorewood and Milwaukee area residents as well as the University of Wisconsin-Milwaukee campus. The Plan and Design Guidelines set a land-use framework, provide design concepts, and establish standards for site design,building design,landscape, and streetscape. Lakota and the Village also developed new zoning regulations for the District to help implement the Plan. r.t:c e n rrm. Enos Park Neighborhood Master Plan, Conservation District Overlay and Design Guidelines — Springfield, Illinois (Lakota) ktkj_ Lakota prepared a neighborhood revitalization plan and design guidelines for a disinvested • , traditional neighborhood located north of the downtown commercial district and the adjacent ""i !! i Abraham Lincoln Presidential Library and Museum. The neighborhood consisted of a mix �� : �r!7:��� ,, of Italianate, Queen Anne, Folk Victorian and t; ' 1;, f j Craftsman bungalow homes.The Master Plan focused on creating a conservation plan, a ''!' conservation district overlay zone and design guidelines focusing on the preservation of existing homes and new infill housing development. The Design Guidelines, based on E the U.S. Secretay of the Interior's Standards for Rehabilitation, include detailed sections on preservation and rehabilitation treatment, new construction, energy efficiency, and landscape Sample graphic fi-o,a Co17se7,or-ori District Overlay Desio-n Guidelines LAKOTA dunca associates CITY OF OSHKOSH,WISCONSIN 13 OVERLiX"t DISTRICT 6.RD ZONING 0PDYNANCE REWRITE YPP conservation recommendations. Lakota has worked closely with the Enos Park Neighborhood - , Improvement Association on the guidelines' development and its adoption. The Conservation R oNO. District Overlay is scheduled to be adopted by the - City Council in the Fall of 2012. ,=}}} M (-- 44(® 6 Northeast Neighborhood Master Plan and t • 7„e x.1 Eddy Street Design Guidelines — South Bend, _ R n r="'civ� ,, a o o d... ' Indiana (Lakota) _ - "t' ` ` Lakota prepared a revitalization plan and design e4 , guidelines for a disinvested traditional �tri® `' °r` 1 neighborhood located between the University of ss� - Notre Dame and downtown South Bend, Indiana. I fie 4 This effort focused on creating a conservation plan rt� � and design guidelines focusing on housing � A rehabilitation and new infill as well as new development along Eddy Street, the neighborhood's ,,,---- P g y g - o principal commercial district.Lakota worked closely ?'' '' 1 - with the University,Northeast Neighborhood �rt - Council,Northeast Neighborhood Revitalization Organization, the South Bend Heritage Foundation, - --* ' ° and the City to create the future vision of a dynamic � �� historic neighborhood.The guidelines include a range of historic preservation, urban design, , landscape, streetscape,and architectural images that illustrate the neighborhood's desired historic and -1`s----I-7- ^x - visual character. Rd,',.Surd Corri,ior Uleu,-rz'',pc Pian(above.and com-ehi reach tr Strategic Historic Preservation Plan — an ir,'rzltcate,:ud r..,;%,jho;r'.iibri i;,Juoimenrr lbe.4), i Antonio, Texas (Lakota) Lakota prepared a Strategic Plan for the City of San Antonio to strengthen and enhance the City's historic preservation program and initiatives. Working with a 30-member Steering Committee,Lakota focused on several strategic historic preservation program areas including resource survey and landmark/district designation processes,neighborhood planning, incentives, zoning, economic development,advocacy and education. The City's Unified Development Code,historic preservation, and design standards/review provisions were also assessed for their effectiveness in achieving quality infill development and historic preservation goals.The Plan includes strategic goals and action strategies for various City agencies and civic partners. PhnNrc fi-nrn crin .112/017i6 hicinr`ir dich-irlc t' ];1TTrr -{,o 'Iv. i .�� h +',� ..1 111100- 41 5 ,-t •;_, --� `=``- 94• y irz >..-r ` 5 .-. N r,l '-. 7:, t -'a { — ' 4.g SAL4``�c:w"`n ? 'P, ..ri. a,,+e.. ..' ....:� .��"a'-..e'�a -ie:. { "'�:R. r��.--__ .�sa,,..,,a yes. _ �:-? LAKOTA durtcart associates CITY OF OSHKOSH,WISCONSIN I l4 OVF_Rt,_t DIET_:RICT 42N]ZONING ORDINANCE REWRITE:EFT conservation recommendations. Lakota has worked closely with the Enos Park Neighborhood -- Improvement Association on the guidelines' development and its adoption. The Conservation District Overlay is scheduled to be adopted by the O1 City Council in the Fall of 2012. - m' u f,f qY Northeast Neighborhood Master Plan and _ 2 ri .�" ��F 00 C Eddy Street Design Guidelines - South Bend, - rya. FEf o ,� - R Indiana (Lakota) �, 'U; Lakota prepared a revitalization plan and design - `t guidelines for a disinvested traditional �.i�® �•;4 �(�.: neighborhood located between the University of 1.1--1.neig Notre Dame and downtown South Bend,Indiana. rF ;.�,_', Epp` 71 µ� This effort focused on creating a conservation plan : and design guidelines focusing on housing rehabilitation and new infill as well as new development along Eddy Street, the neighborhood's _ '�° `^ principal commercial district.Lakota worked closely _ 1 ' - _ r with the University,Northeast Neighborhood E!-- -�\ Council,Northeast Neighborhood Revitalization Y ' ,°°m Organization, the South Bend Heritage Foundation, - ° 'c—..- - g — o and the City to create the future vision of a dynamic ' s historic neighborhood.The guidelines include a L _ .i-„q€ range of historic preservation, urban design, - �J . landscape, streetscape,and architectural images that - va illustrate the neighborhood's desired historic and visual character. BA--1.S tt,(;,cori7dor IIL.,,nati;;r P/an(abo? )and,.-011,epi ri-,.icl,o- Strategic Historic Preservation Plan- an rtrrer;ccn,,;Ed traii, n;;4ztinii ii:ti-Coi;'rhentS(he/02%) Antonio,Texas (Lakota) Lakota prepared a Strategic Plan for the City of San Antonio to strengthen and enhance the City's historic preservation program and initiatives.Working with a 30-member Steering Committee,Lakota focused on several strategic historic preservation program areas including resource survey and landmark/district designation processes,neighborhood planning, incentives, zoning, economic development, advocacy and education.The City's Unified Development Code,historic preservation,and design standards/review provisions were also assessed for their effectiveness in achieving quality infill development and historic preservation goals.The Plan includes strategic goals and action strategies for various City agencies and civic partners. Ph,,/n, ti-n+n can -fntnnin hicmrir•,lictrir.7c u W tea:..Vii: -'4' x -: r. . `" ' 3T4ii ;�'I ii ,-:� 1 4 ?� -.. r, 1. k r7 x�" .111 ..-=-2,'-'11-Y �, a.,� t_- x �F._,,,,r-'±� '� ate,�.��a,���. m.'"itHs.�.�:w<>.a F,,,i �'�xx"._t. LAK.OTA duncan associates CITY OF OSHKOSH,WISCONSIN i 14 . OVERLA' DISTRICT D'-JD ZONING 0Fu INxNCE REWRITE REP Historic Building Design and Resource Manual—Naperville, Illinois (Lakota) Lakota prepared a set of design guidelines for Naperville's National Register and locally-designated Historic District. _ The District is composed primarily of historic residential resources and is also the location of North Central College's --v,..2: t main campus. District architectural styles ranged from Greek -*,,, and Period Revivals, Italianate, Queen Anne and Craftsman bungalows. The guidelines address infill development and site development standards, building rehabilitation and restoration methods, new additions and construction, 1 landscape elements, and green and energy efficiency i - techniques. The document is used by the Naperville Historic Preservation Commission for its Certificate of Appropriateness review processes and for preservation _ education activities. The Manual was based on the U.S. PO ,�,/ir"t(C7t of `<;./),- il,/e 1-iii-1017(B,wh,' Secretay of the Interior's Standards for Rehabilitation. 0,,,,• ,r/1{f.;,,,,.,'IL.-;,, "' '0 E © RESID ENT IAL ARCH ITECTURAL STYLES _ LIE ` _ _. - E } 4`41"1--k- flt;.;:..,. :144.:-.,,:::''. .'''';'-'551 ._ ... . SE . El Zoning Code Update—Wauwatosa, Wisconsin (Duncan) Duncan Associates is currently assisting the Wauwatosa in preparing a comprehensive update of the city's zoning code.The ordinance update is focused on implementing relevant goals and policies of the Comprehensive Plan,which identifies land use and development-related actions that should be taken to help advance the city's collective planning vision. Among the specific issues being addressed in the new code are: • ensuring a better"fit" between zoning code regulations and on-the-ground conditions in Wauwatosa's traditional neighborhood areas; • promoting high-quality, connected,walkable, mixed-use environments in village and neighborhood centers and in urban edge areas; • providing multi-modal transportation options; • accommodating high-quality rehabilitation, reuse and rein-vestment throughout out the city; and • promoting sustainable development practices. The new ordinance is expected to be adopted in late 2012. LAKOTA cduncan associates CITY OF OSHKOSH,\W-ISCONSIN I '5 O`.'C.RL._■ DISTRICT CND TONING-OYDI!\ NCE REO.-R,T E RFP Unified Development Ordinance-Lake County, Illinois (Duncan) For Lake County, a rapidly-growing collar county in the Chicago metro area,Duncan Associates drafted a new Unified Development Ordinance that implemented the county's newly-adopted Regional Framework Plan. The UDO consolidated zoning, subdivision, sign, mobile home park and recreational vehicle park regulations into one user-friendly document with many illustrations and (user-guide) commentaries.The county's development review procedures were modified to accommodate additional public input on certain development matters. Additional design controls were also added to the new UDO to help ensure that future development practices are consistent with the county's high expectations for development quality. The new unified ordinance also continues the county's strong tradition of natural resource protection; encourages affordable housing and infill development;and successfully integrates the county's long-standing performance-based zoning approach with the enhanced predictability of more conventional zoning controls. Zoning Ordinance- Chicago, Illinois (Duncan) Duncan Associates served as prime contractor and project manager for the City of Chicago's zoning ,#, ordinance rewrite,the first comprehensive overhaul ,,;,�. - of the ordinance in 47 years. The new ordinance, °° ,, which was adopted in 2004,places strong emphasis 4- - 4:, i,. 4 on conserving the physical character of Chicago's - _- i = cherished residential neighborhoods. Among its many new features are provisions designed to - encourage walkable urban and sustainable ., ` a development; stimulate redevelopment of underutilized commercial corridors;promote preservation of the city's best pedestrian-oriented shopping streets; establish transparent,predictable review procedures and prevent erosion of the city's industrial and employment base (by preventing encroachment of residential and other non-manufacturing uses). Zoning and Development Regulations - Kansas City, Missouri (Duncan) Duncan Associates completed a comprehensive } overhaul of the Kansas City's zoning and subdivision regulations in 2008. This important update—the first c M in nearly 50 years—includes new provisions designed t = -,� c to incentivize open space and conservation-style -- -. development through provision of density bonuses fi *.!4: t r and reductions in lot area and setback requirements °lpz 4 zr--- "Neighborhood-serving retail" uses are now allowed tr i"k, : 4.1114-.4----z_-- � g -- _ - within residential districts, allowing residents to walk . +�`�to nearby retail and service uses. In 2010,Duncan ""' r �'"` } - 1 `i Associates was awarded a follow-up contract to t�� > • -. s:: prepare additional code amendments designed to help the city attain its goal of being the "greenest city in America."The firm is currently working with an advisory committee to prepare a sustainability audit of existing development regulations and perform best practices research. Once that work is complete,Duncan Associates will be responsible for drafting additional code changes focusing on energy conservation, energy efficiency and greenhouse gas reduction.This project is funded through the U.S. Department of Energy's Energy Efficiency and Conservation Block Grant Program made available pursuant to the American Recoveg and Reinvestment Act. LAKOTA dun 0ar associates CITY OF OSHKOSH,WISCONSIN 1 tt . OVERLAA DISTRICT,t,ND ZONING 0 IUD INANCE.RE SRIT.'E RFS Zoning Ordinance Update –Will County, Illinois (Duncan and Lakota) In 2011,Duncan was engaged by Will County to conduct a comprehensive update of its zoning ordinance as well as prepare amendments and changes to its building ordinance and administrative mechanisms. Both the zoning and building ordinance initiatives are intended to help implement the draft Will Countjl Long Term Enegy Eficiengi and Conservation Plan by promoting energy efficiency and sustainable development practices. The zoning ordinance update also has the broader focus of helping to ensure that the county's land use regulations promote attainment of the Will County Land Resource Management Plan's objectives and consistency with the Chicago Metropolitan Agency for Planning's Go To 2040 regional plan. Lakota assisted with the preparation of graphics and other images for use in the text. The Update is scheduled to be adopted by the County Board in July 2012. jpo J L I— — - - i w I t,.T..1 H '- = —. BUILDING PUBLIC SIDEWALK = L —r ; :a am. = .y ..0 " PEDESTRIAN ( —'-- i ,� L r I WALKWAYS VEHICULAR USE AREA F t R.O.W. _—}t R.O.W. TYPICAL STREET TYPICAL STREET J,i'c—.(j-,,.. [ID!!Caqun Z stir?U,druu:(, [ltilZ,A-1;u-IV/Vii,cI,i,aat:o J!aa(k/t),.I:(1.,,!'cp,;(1e.thim.,a..ic_,,/,..ii,pion(1-0i) LAKO j A. duncan associates CITY OF OSHKOSH,WISCONSIN I 17 O'✓I1i<1_1_\ F:191RIC7 al"D ZONING 0R[NA_NC]5RE\Y:HIT . R.:•p SECTION 4: P=ROJECT APPROACH AND WORK PLAN The City of Oshkosh,Wisconsin is seeking a qualified consultant to assist with the preparation of an Overlay District and Zoning Ordinance Rewrite. Our understanding of the assignment is that the consultant chosen to assist the City will need to take a lead role in accomplishing the following work: • implementing relevant goals and policies of the 2005 Cite of Oshkosh Comprehensive Plan, which identifies land use, development and implementation-related actions that should be taken to help advance the City's collective planning vision; • supporting the goals and polices of other related plans,including the City's Capital Improvements Plan,the 1998 Pedestrian and Bicycle Circulation Plan, the 2000 Downtown Action Plan and the Universio of Wisconsin-Oshkosh's Campus Master Plan and the soon to be adopted Cite Sustainabilig Plan. • Adopting an Overlay District that promotes higher quality and compatible infill development that strengthens the fabric of Oshkosh's historic neighborhoods. • prepare new and amended zoning code provisions as necessary to ensure consistency with land use, development, and other City goals,including those of relevant neighborhoods and other special areas; • identify and eliminate inconsistencies and redundancies among existing City regulations; • amend the zoning code to better integrate and reference other land use and development-related codes and ordinances; • ensure that the code is consistent with state and federal law; • prepare development regulations (substantive standards and procedures) that are illustrated and as easy to use, administer and enforce as possible; and el page header ou� 0 prominent headings ..:... ..... :.:.'. consistent numbering. -,r -- indented paragraphs -, =. 0 commen tart es C 0°N. generous use of i•:hile space 4 page numbers d printing date LAKOTA d cart associates CITY OF OSHKOSH,WISCONSIN I 18 OVERLA\ DISTRICT<_ND ZONING ORDINANCE REROUTE CEO • promote greater use of sustainable development practices through the removal of barriers and the provision of development (substantive and procedural) incentives. The City has identified a number of specific issues to be addressed in the Overlay District and new Zoning Ordinance, and our firms expect that others will emerge as both codes are being prepared and reviewed. Some of the key issues identified in the request for proposals include: • ensuring a better"fit" between zoning code regulations and on-the-ground conditions in Oshkosh's traditional neighborhood areas; • promoting high-quality, connected,walkable, mixed-use environments in City and neighborhood centers and in urban edge areas; • providing multi-modal transportation options and a well-designed street network that supports orderly growth and development; • accommodating quality infill development in historic districts where an emphasis on high-quality rehabilitation, reuse and reinvestment throughout such area is also expected; and • addressing priority action items from the Comprehensive Plan's"Implementation Chapter" and implementation actions from other plans The City expects that the new zoning code emerge through a transparent and participatory process that involves property owners, neighborhood, environmental and other interests. The approach should not be to re-do the comprehensive planning process,but rather to ensure that people know about the project, have an opportunity to weigh in at various points of the process and to hone in on issues of importance to them. APPROACH Our time-tested approach to tackling these types of assignments is to: • understand the intrinsic design and architectural qualities of the City's historic districts to determine appropriate infill development standards. The standards should align with the City's already established preservation and design goals. • define the key issues and existing code deficiencies,based on existing plans and policy documents, in- depth listening sessions with local stakeholders and our own independent observations; • assess the strengths and weaknesses of the City's existing regulations in dealing with those issues and concerns; • propose—in conceptual terms—changes that will effectively deal with identified issues; • get buy-in on the conceptual recommendations; • prepare a new Overlay District and amended/new zoning code provisions; LAKOTA cduttcaf associates CITY OF OSHKOSH,WISCONSIN 19 O\.'ERI-,_S,DISTRICT AND ZONING 0S'.DINPJ\CE RE„-RITE I-T • test and ground-truth any new proposed design and zoning standards to ensure proper calibration for the City of Oshkosh; • conduct meetings or workshops to inform the public and receive feedback on proposed drafts; • prepare revised drafts; and • assist with the public hearing and adoption process. As a Team that conducts planning and preservation activities and focuses on zoning and development regulations,we are very familiar with zoning codes and the wide array of planning and regulatory approaches that are being used in jurisdictions _ throughout the U.S. We know too that there is a wide spectrum of f regulatory tolerance among communities. Some desire a tightly = _ controlled regulatory environment,while others prefer minimal J - roadblocks to growth and (re)development,preferring to rely more — on carrots than sticks. Based on our collective experience,we can - _,. " identify those approaches or techniques that best address •�t _ Oshkosh's unique values and expectations. _ k�_ Our approach will stress on-going and meaningful interaction with ` ,wt local participants and structured independent work by members of , / our team. Two primary objectives guide our work in all of our assignments. First,proposed strategies need to set adopted policies,visions and guidelines into motion. Second, any new proposed regulations should be easy to use, understand and administer. We help our clients accomplish these objectives by preparing regulations that are modern,user-friendly,illustrated documents that address substantive locally defined issues. In Oshkosh,we will build a solid foundation for the new Overlay and Zoning Ordinance by thoroughly analyzing existing plans, regulations and on-the-ground conditions. We anticipate working closely with city staff, boards and commissions, and other local t,_,.._n,_.„‘•,,,,, a,,. leaders. Our Team has the experience required to provide common _... • % sense solutions to identified, design,preservation, sustainability, development and land use issues. Our mission will be to explore with city staff and officials possible approaches to dealing with issues identified during the process and during our early public = ' involvement sessions. .-8' We view it as our responsibility to help citizens and local decision- 1 ` makers understand the upside and downside of various ,._; implementation alternatives and then help to craft needed _ regulations and guidelines in response to choices made by local policy makers. We would also draw upon our experience in other communities to develop zoning and land development provisions = that work for the Cite of Oshkosh. _ f(g,;e',,, iRt C„'1%(1,,,;!i,ft.,,-d1('5 e,/,,,c,-;.0r, K,,,,,,, Development regulations should be understandable to everyone C-'C),Zo:;;p ai,,,'I)wn:ion;i. i Col'(, who needs to use them. All users should be able to find the answers LAKOTA durtca rk associates CITY OF OSHKOSH; 1 20 OGER.Iii_DISTRICT Al,,NE R r' ;J to questions such as 'lI7hat regulations apply,to this lot, or to this use or to this tjpe of sign?"with a minimum level of effort. The new zoning code will need to include tables, charts and graphics to illustrate key concepts and standards. It also needs to be written in plain English. COMMUNITY ENGAGEMENT Our Team will work closely with the City of Oshkosh,its commissions and other stakeholders throughout the project process to solicit and gather ideas and input so that the final Overlay District and Zoning Ordinance reflects a strong consensus of the community. Our Team understands that a community's stakeholder level of interest and participation in a planning process can vary significantly. Therefore, our Team's collective history and experience of working on similar assignments tells us that appropriate means and venues for community interaction, outreach, and feedback must be identified early on before the planning process begins. In other words, a carefully designed community engagement process will be developed in close collaboration with the City and key stakeholders before the project process starts in earnest. T_ C,Gr_ift At a minimum, however, our Team approach will include: area/site tour(s), stakeholder focus groups,participatory ` workshop(s), electronic media outreach, City staff and commission reviews, and various presentations. Other successful outreach activities that can be considered include a project website formatted for community feedback and interaction and the use of Social Media ;° to publicize workshops and hearings. Our standard approach to assignments such as this is to forge a close working relationship with local staff. We know from experience and reputation that staff brings a wealth of knowledge to this project that must not be underestimated or brought to bear too late in the process. While we recognize that the project deliverables will be the responsibility of our team,we also know that a strong staff-consultant team relationship will also be important to ensure enough boots on the ground to get the job done...on time and on budget. WORK PLAN The following Project Work Plan describes in greater detail the process to be undertaken to prepare both the Overlay District and Zoning Ordinance Rewrite, incorporating the specific objectives stated within the RFP document. The two-part work plan calls for completion of the Phase 1 (Overlay District) work within 6 months. The estimated timeline for Phase 2 (Zoning Ordinance update) calls for completion within approximately 15 months. The project Work Plan for either phase can be adjusted to meet local needs and priorities. It can, for example, be modified to include optional tasks, such as additional meetings or an interactive Internet version of the final Overlay and Zoning Ordinance documents. It can also be adjusted to address budget or time constraints identified by the City. L A KOTA c u r,ca n associates CITY OF OSHKOSH,WISCONSIN J 21 ,S:v o1-E .is`� DISTRICT �^.1•`rzoNII.:cos�,N_ �crt-_._ F.7.1"r_xr_ PHASE 1 : OVERLAY ZONING DISTRICT Task 1.1 Project Start/Neighborhoods Tour/Issue Identification Work/Deliverables 1. Collect plans, regulations and other relevant planning and policy documents,including existing zoning ordinance and historic preservation code. 2 Meet with City staff(inter-departmental) to review Work Scope and Work Plan,refine responsibilities,discuss organizational and logistical issues,and begin issue identification and analysis. 3. Conduct neighborhood tours and field observations to better understand and document land use development patterns,development trends,historic and architectural resources, and context with adjacent neighborhoods and commercial areas. 4 Participate in small group listening/focus group/stakeholder interview sessions to discuss existing regulations and to solicit input on needed updates, revisions,new provisions. Meetings 1 Project Start Meeting+ 4 listening/focus group sessions Schedule Task complete within 14 days of contract execution/notice to proceed. Task 1.2: Analysis and Summary Direction Report/Memorandum Work/Deliverables I. Review Comprehensive Plan, existing zoning ordinance,historic preservation code and other relevant planning and regulatory documents. 2. Analyze City staff and stakeholder/community input from Task 1.1. 3. Prepare summary report/memo proposing a framework for the new Overlay District. The report will also outline key strategic objectives for the Overlay District,procedural and organizational issues related to implementation and administration,and recommendations to changes to existing base zoning requirements. 4. Deliver summary report/memo to City staff and meet to present Memorandum and receive staff input. 5. Revise report to address City staff/stakeholder-identified issues. 6. Present report in public meeting. Meetings 1 review meeting with City staff+ 1 public meeting Schedule Summary Report delivered within 30 days of Task 1.1 completion. Public review draft report delivered within 30 days of consultant-staff review/public meeting. CITY OF OSHKOSH,WISCONSIN 22 LAKOTA d r„r�tcaf associates OSHKOSH, OVER12_: DI_.T ICT-'JD ZONING OPWr_>:ANCE REWRITE RPl= Task 1.3: Draft Overlay District and Design Standards Work/Deliverables 1 Prepare Draft Overlay District and Design Standards for City (composition and format to be agreed upon with City staff). 3 Meet with City staff to review and discuss Draft Overlay District. Meetings 1 review meeting with City staff Schedule Complete draft delivered within 45 days of Task 2 completion. Task 1.4: Draft Overlay District for Public Review Work/Deliverables 1. Prepare for public review a second draft of the Overlay District based on City staff input. 2. Present Draft Overlay District in community workshop and review by City Landmarks Commission. Meetings 1 community workshop/1 Planning/Landmarks Commission Meeting Schedule Public review Draft Overlay District delivered within 30 days of Task 1.3 completion. Meetings and workshops completed within 45 days of Draft delivery. Task 1.5: Overlay District Adoption Process Work/Deliverables 1. Prepare and deliver Overlay District and Design Standards based on input received during Task 4. 2. Participate in meetings and public hearings leading to adoption. 3 Deliver final adopted zoning ordinance document including.pdf and MS Word files and all original graphic files. Meetings 1 hearing with Plan Commission/City Council Schedule Overlay District and Design Standards delivered within 45 days of Task 1.4 completion. The hearing process length will be determined by the City. LAKOTA dunca n:associates CITY OF OSHKOSH;WISCONSIN 23 1 Ci 6N 70N NC Di -''A?JCERECTDiERFi' Cr�:�R7�1 .1iS7.I I D - PHASE 2: ZONING ORDNANCE REWRITE Task 2.1: Project Start/issue identification Work/Deliverables I Collect plans, regulations and other relevant planning and policy documents. 2. Meet with staff(inter-departmental) to refine responsibilities, discuss organizational and logistical issues and begin issue identification and analysis. 3. Conduct informal field surveys to better understand land use patterns and development trends. 4. Participate in small group listening/focus group sessions to discuss existing regulations and to solicit input on needed updates,revisions,new provisions. Meetings 1 Project Start meeting+ 6 listening/focus group sessions Schedule Task complete within 45 days of phase 2 contract execution/notice to proceed. Task 2.2: Concepts and Direction Report Work/Deliverables 1. Review Comprehensive Plan, existing regulations and other relevant planning documents. 2. Analyze City staff and listening session input from Task 2.1. 3. Prepare report proposing an organizational and substantive blueprint for the new zoning ordinance. Focus on"big ideas" for substantive,procedural,organizational and formatting changes. 4. Deliver draft report to City staff and receive staff input via videoconference or teleconference. 5. Revise report to address City staff-identified issues. 6. Present report in public meeting in Oshkosh. Meetings 1 review meeting (videoconference or teleconference)with City staff+ 1 public meeting in City Schedule Staff draft Concepts and Direction Report delivered within 60 days of Task 2.1 completion. Public review draft report delivered within 30 days of City staff consultant-staff review meeting. Task 2.3: Initial Zoning Ordinance Draft Work/Deliverables 1. Prepare internal review draft of zoning ordinance in 3 modules (composition and sequence to be agreed upon with staff). 2. Track substantive changes (from existing city regulations) through techniques agreed upon with City staff. Legal black line tracking(underline/strikeout) is available, although the team proposes to discuss other methods with staff. 3. Meet with City staff to review and discuss each module. LAKOTA ciunean associates CITY OF OSHKOSH,WISCONSIN i 24 • OVER 1 DISTRICT A2-':D ZONING EDD iN A_I C} RE\t„iL1 It rF_ Meetings 3 review meetings with staff Schedule Complete draft delivered within 5 months of Task 2.2 completion. Task 2.4: Consolidated Public Review Draft Zoning Ordinance Work/Deliverables I. Prepare consolidated public review draft of zoning ordinance based on staff(and/or advisory committee,if applicable) input received during Task 3. 2. Present public review draft zoning ordinance in workshops/public meetings/hearings. Meetings 3 presentations/meetings/workshops Schedule Public review draft zoning ordinance delivered within 30 days of Task 2.3 completion. Meetings and workshops complete within 30 days of draft delivery. Task 2,5: Zoning Ordinance Adoption Process Work/Deliverables 1. Prepare and deliver public hearing draft zoning ordinance based on input received during Task 2.4. 2. Participate in meetings and public hearings leading to zoning ordinance adoption. 3. Deliver final adopted zoning ordinance document including PDF and MS Word files and original graphic files. Meetings 3 meetings/hearings with Plan Commission/Common Council Schedule Public hearing draft zoning ordinance delivered within 45 days of Task 2.4 completion. The hearing process length will be determined by client. • MCntni 2•34 Ll 110.ct 50•1 To:.ISwe Iden;'Tealian m 1 Tat*1.2 +v Y,P and Sar+uv Deect.eo MRer.0•Icc”301 co f { Task l-1 .n Merl,T 13.0, and 0e,0,Zane:d: '" _ I ac ee co I ' II Ta>Y 1.1 Yrr,et Sta.liI0re a0 , •o Ta>k 13 Crocco.aM 00.K!.o•14ez. x cc o co n Ta>k 3.3 1.•z:Dial;:n+nC Crdn:nce t ur. cc co iazY 2a <entel.J::M faHi<Y.a.'.rx 0.an'enne Crd,+.+.r. 0 1 cc en e,. To. IJJk(Ilea 1r,rrals:o rCog r%'dvnce•%dne:e.+Y:ccr, 1 or co !• oe LAKOTA. duncan associates CITY OF OSHKOSH,WISCONSIN I 2; tvBRL„1 DISTRICT Aiv ZO\I NGORDINANCE F E';;HITEP.E_-t; SECTION 5: REFERENCES The Lakota Group Dennis Marino, Assistant Director for Planning and Zoning City of Evanston, Illinois T. 847.866.2928 E-Mail: dmarino(co.cirrofevanston.com Project:Downtown Evanston Master Plan and Form Based Code Project Duration: June 2007-Dec 2009 Bruce MacDougal,Executive Director San Antonio Conservation Society T. 210.224.6163 E-Mail: bmacdouRal(i..saconservation.org Project.:City of San Antonio Strategic Historic Preservation Plan Project Duration:January 2009 to September 2009 Gregory Hakanen,Vice President for Asset Management University of Notre Dame; South Bend,Indiana T. 574.631.9979 E-Mail: hakanen.1 @nd.edu Project.:Northeast Neighborhood Master Plan and Eddy Street Design Guidelines Project Duration: August 2005 to January 2007 Steve Combs, President Enos Park Neighborhood Association T. 217.494.6668 E-Mail: steven combs 592(dicomcast.net Project:Enos Park Master Plan, Conservation District Overlay and Design Guidelines Project Duration:Februar0'2010 Present Duncan and Associates Craig Failor,Village Planner Village of Oak Park T. 708.358.5418 E-Mail: Failor(n,oak-park.us LAKOTA dunca n associates CITY OF OSHKOSH,WISCONSIN I 27 OVER AA DISTRIC:z &NO ZONING OP DIt-Ai-CE-• REWRITE REP Project: RCUiseyelr Read Corridor Fu,m-B used Zoning P e e'/Di-,,z tioi. Dec 21)(18-Dec 2010 Dennis Marino,Assistant Director for Planning and Zoning Village of Evanston, Illinois T. 847.866.2928 E-Mail: dmarino(dcinofevansron.com Project:Downtown Evanston Master Plan and Form Based Code Project Duration: June 2007-Dec 2009 Eric Waggoner, Chief Planner Lake County Planning and Building Development Department T. 847.377.2130 E-Mail: ewa�tronerO,,co.lake.iLus Project-Lake County Sustainable Building and Development Standards Project Duration: May 2010-Present LAKOTA c€ur can associates cIT OF OSHKOSH,WISCONSIN i 28 OVERLAY DIS RICTJLTO ZONING ORDINANCE E R:REIP . SECTION Cdr COST PROPOSAL The Lakota I Duncan Team will work closely with City staff and leadership to refine the project scope and schedule. Our Team has the resources, experience,and expertise to conduct a planning assignment of this scope. Lakota will be the project prime project manager although the work to prepare and complete the eOverlay iDistrict ommitted Zoning omplleetng the Ov-erlayeDistrc t by shared December 2012 and Zoning Duncan. Th Ordinance Rewrite by July 2013. Professional Fees and Expenses (see budget sheet below) • The Lakota Group: $37,110 Duncan Associates S97,240 Total Fee Estimate $134,710 Expenses (10% of fee) $13,471 Total Budget $148,181 By Phase Phase 1: $23,650 Phase 2: $111,060 The above fee estimates can be adjusted based on clarifications or changes to the work scope made by the City of Oshkosh. The fee estimate includes all the visits, meetings and workshops outlined in the Work Plan and all production materials and copies. It does not include any additional meetings, project reviews,presentations, studies,plans, or designs other than those outlined above. Any additional services requested of the Team will be billed on an hourly rate basis according to each firm's current hourly rates. OSHKOSH OVERLAY-DISTRICT AND ZONING-ORDINANCE REWRITE -- Lakota Duncan Planning and Urban Design Services-April 27,2012 sun amota.es v:rd Duncan Professional Pee Estimate E 9 8 8 0_ Task 1.1 IPro■ed Start.Tour.Issue Identification - , 5 6 2 0__ Task 1.2 Analysts and Summary Doe Ilion Report/Memorandum _ 2 0 14 2 0 Task 1.3 10rah Overlay Dalton and Design Standards 2 10 0 0— Task 1.4 Droll 0,erl-y 01110,:1`or 1115110 f.?vie.v — P 4 ] 0 Task 1.5 I0,r01t bind a^-ont;01 0,0051? - lb 46 - 0- 00 0 34 0 Subtotal Fe - - $3,360 56,740 50 $0,600 50 $0.950 - ` 50 Pubtotal Fee - 017,700 $5,950 Phase 15uMOnl Per Wm Total � . $]3,650 Per Phefel A a Task 2.1 IPrniact Stan/issue 10 1111111•1111•111111111111111111110•11®® Task 1.2 Concepts and Direction Ordinance Repoe �® Task 2.3 I Cors Draft d P Sl,Ordinance Task 2.4 IPublic 40416 Pubaf Ronin0 Draft Ordinance-Ordinance _-- 74 Task 2.5 15611 4041104 Urals Zonin0 Ordlnancc-420pUon P101015 _® 14 Total HOLM _ © � $75.600 022.000 Subtotal Pee - iiLli� - - N 513,460 $97,600 Phase r,Subtotal er Firm 5111,060 Total Per Phase aae 2 minammommommommunEMBI III"Can.m,es Sri Cal•ror,, PrpleR Pre Total= $134,]]0 a,0,0,01 pal 1240 0 Priripal 1175 :190 0 ps..jai- 51J5 Expense Estimate 1100 of Fee)= $13,471 6 5,11%resident 5-noo 05social, 5170 Total Prpl�Budget= $1x8.181 5140 0 P �,Pl4nneri Dp�:irne:l M1duna(,.r vlaneeri0-signer >no L.AKOTA uriccan associates CITY OF OSHKOSH,WISCONSIN 129 ONFF_FG_,Z, DISTRICT ND ZONING ORL i.d: !V :F3_V:RI i N REF SEOTIO 7: SAMPLE CONTRACT THE LAKOTA GROUP DATE: 212 West Kinzie Street, 3rd Floor Chicago, Illinois 60654 312.467.5445, 312.467.5484 (fax) PROFESSIONAL SERVICES AGREEMENT between The Lakota Group (Prime Consultant) and (Client). Whereas, the parties desire to enter into this Agreement pursuant to which the Lakota Group (prime Consultant) and its Subconsultants will perform services more fully described below in Section 1. Therefore, the parties agree that Lakota shall perform services for the Client according to the terms and conditions set forth below 1. Professional Services: Lakota and its subconsultants shall perform and be solely responsible for all the matters and questions relating to the following Work Plan: Work Plan (to be inserted) 2. Independent Contractor: Lakota shall be designated and serve as an independent contractor for this assignment and shall be responsible for the manner, means and methods necessary to fully perform the Work Plan. Subconsultants shall not be deemed to be an agent for the Prime Consultant or a joint venture partner with the Prime Consultant. 3. Timing: Lakota shall commence its work under this Agreement and proceed with the timely completion thereof in accordance with the schedule established by the Client. 4. Fees: Lakota services will be conducted on a flat,lump sum basis as mutually agreed upon (enter amount) and billed according to the Prime Consultant's current billing rates. 5. Expenses: Lakota shall also be reimbursed by the client for all reasonable out-of-pocket expenses directly related to performance of the Work Plan up to the Agreement/Budget expense cap. 6. Additional Services: If requested and agreed to in a written work order by the Client,the Prime- Consultant will be available to provide additional work beyond the budgeted tasks and services specified in the Agreement. Such tasks/services will be considered Additional Services. 7. Invoicing: Lakota shall submit monthly invoices to the Client, and each invoice shall be subject to the audit and approval of the Client. Invoices will be accompanied by receipts for all reimbursable expenses and shall be itemized and detailed as to the type/date of the services/tasks performed. Upon receipt of fee/expense payment from the Client, the Prime Consultant shall endeavor to pay the Sub-Consultant no later than 10 working days. The Sub-Consultant shall pay its own income and any other taxes on its share of income derived from the performance of the Services hereunder. L AKOTA d nca n associates CITY OF OSHKOSH,WI'ISCONSIN 30 QVI y\ DIS'I'_RICT ORDINANCE LJi.E F:H= 8. Indemnification: The Prime Consultant will hold the Client harmless from and against any and all costs,losses or liabilities (including reasonable attorneys' fees),arising from or in any way attributable to or connected with any act, error, or omission, including,without limitation, any claim made by the Client. 9. Assignment &Termination:The Prime Consultant may not assign,transfer, convey, sell or pledge its rights or interests in this Agreement nor terminate its Services hereunder until the Services have been fully completed in accordance with the Agreement. The Client may terminate this contract at any time with or without cause,in which event the Client shall pay the Prime Consultant for services satisfactorily performed up to the termination date. 10. Disputes: All claims, disputes and other matters arising out of or relating to the performance of this Agreement shall be decided by arbitration before three arbitrators (or such lesser number as may be agreed to by the parties) selected by the parties from an independent list of arbitrators submitted by the American Arbitration Association (AAA) then prevailing—unless the parties mutually agree otherwise.This agreement to arbitrate shall be specifically enforceable under the prevailing arbitration law. A Notice of Demand for arbitration shall be filed in writing with the other party and AAA office in the City of Chicago, or other mutually agreeable location. The Demand shall be made within a reasonable time after the claim, dispute or other matter in question has arisen. In no event, shall the Demand be made after the date when the institution of legal or equitable proceedings based on such claim; dispute or other matter in question would be barred by the applicable statute of limitations. The party filing a notice of demand for arbitration must assert in the demand all claims then known to that party on which arbitration is permitted to be demanded. Any arbitration proceeding instituted shall be heard at the AAA office in Chicago.The award rendered by the arbitrators shall be final,and judgment may be entered thereon in accordance with the applicable law and any court having jurisdiction thereof. 11. Compliance with Laws: The Prime Consultant shall give notices and comply with laws,ordinances, rules, regulations and orders of all public authorities applicable to the Services.The Prime Consultant shall comply with all federal, state and local tax laws and social security,unemployment compensation and workers compensation acts applicable to the performance of the Agreement. Lakota shall also comply with all laws, ordinances, rules or regulations identified in the Agreement as applicable to the services provided by the Prime Consultant. 12. Equal Opportunity: Each party represents that it is an equal opportunity employer and will operate to comply with all applicable federal, state and local laws relating to equal employment opportunities, and if required,with the rules or regulations enforced by the Office of Federal Contract Compliance or any similar federal or state agency monitoring employment practices or government contracts. 13. Entire Agreement: This Agreement contains the full understanding of the parties with respect to the subject matter hereof, and it supersedes all prior proposals, agreements, memoranda, statements and representations,written or oral,between the parties. 14. Confidentiality: No party hereto shall disclose any information of any nature regarding this Agreement, except that either party may make such disclosures as are specifically required by law. LAKOTA d rt cart associates CITY OF OSHKOSH,WISCONSIN ! 31 ovERLAA `sT i k. D zONING ORDINANCE I?EuRITE aRc 15. Conflict of Interest: Lakota certifies the no employee or officer of any agency with an interest in the Agreement has any pecuniary interest in the business of the Client, nor does any employee or officer have an interest that would conflict in any manner or degree with the Prime Consultant's performance of this Agreement. 16. Governing Law: This Agreement has been executed in several counterparts, each of which shall be deemed an original but all of which shall be deemed to be the same agreement. In witness thereof, the Client and the Prime Consultant,have caused this instrument to be signed by their duly authorized representatives,all on the day and year listed above. Prime Consultant: The Lakota Group By: Printed Name: Signature Title: Client: By: Printed Name: Signature Title: LAKOTA ctu can associates CITY OF OSHKOSH;WISCONSI?`: ( 32 OVERIJ.,N DIETRIC1 AND LONING ORDINANCE REW'RITE-11.',1-71= SECTIO\I 8: TEAM RESUMES (ATTACHED) I_A KOT A d rtca massociates CIT1 OF OSHKOSH,WISCONSIN. I 33 LAKOTA Scott Freres, RLA, ASLA Principal I The Lakota Group 1993-Present sfreres@thelakotagroup.com .-- As a co-founding principal of The Lakota Group, Scott leads the firm's urban design and landscape a 1 y. ' architecture studios. With over 24 years of experience in both large-scale and small-scale urban design and ,-I A :a planning projects, Scott's unique ability to take a fresh, feasible, and inclusive approach to planning and ,. --,F^1?-', design for the public,private and institutional markets has contributed to and established The Lakota Group's , ,+ reputation as a creative leader in planning and design. • .4 t :‘'-'z,,: ,„ Current and past projects have included a wide array of challenging land-use types and site-planning '?` opportunities in addition to 4 • Mixed-use Town Centers • Golf Course Communities ' ' • New Town Plans • Streetscape Master Plans • College/University Campus Plans • Single-Family& Multi-Family Residential Developments • Open Space/Recreation/Trail Plans • Senior Housing • Waterfront Development • Affordable Housing • Institutional/Corporate Campus Plans • Form-Based Coding • Parks, Playgrounds, and Plazas • Urban Design Guidelines • Wayfinding/Signage Programs • Community Branding&Identity Programs Signature Projects Main Street Assistance Program-State of Oregon Strategic Historic Preservation Plan-San Antonio,Texas Marion Street Urban Design Plan-Oak Park,Illinois University of Notre Dame Campus Town Planning-South Bend,Indiana Uptown Redevelopment Master Plan/Streetscape Design-Park Ridge,Illinois Fox Meadow Residential Master Plan/Landscape Design- Northfield,Illinois Quad Cities Mississippi RiverWay Trail Plan&Regional Wayfinding Program-Quad Cities,Illinois/Iowa Downtown Community Branding Program-Evanston,Illinois Presbyterian Homes Senior Campus Planning/Landscape Design-Lake Forest,Evanston,Arlington Heights,Illinois Commercial District Design Guidelines-Winnetka,Illinois Downtown Form Based Zoning Code-Glenview;Illinois Organizations American Society of Landscape Architects Registered Landscape Architect- State of Illinois American Planning Association Lambda Alpha International Urban Land Institute-Infrastructure Committee Illinois Park&Recreation Association Society for Environmental Graphic Design Village of Winnetka Plan Commission&Design Review Board(Former Member) Greater North Michigan Avenue Association Planning&Advisory Board(Former Member) RiverWay Wayfinding Committee-Davenport,Iowa(Former Member) National Main Street Center (various locations)-Resource Team Member Open Space Committee Member- Skokie School/Crow Island/Hubbard Woods Schools (Former Member) Previous Experience Senior Planner/Landscape Architect • Lohan Associates - Chicago,lllinois(1989-1993) Senior Planner/Landscape Architect •Thompson Dyke Associates - Northbrook,Illinois(1987-1989) Planner/Landscape Architect • Stockham &Vandewalle - Madison,Wisconsin(1986-1987) Education Bachelor of Science -Landscape Architecture University of Wisconsin - Madison,Wisconsin (1986) LAKOTA Daniel Grove, RLA, LEED-AP® Associate Principal I The Lakota Group 2001-Present dgrove@a thelakotagroup.com l .,a^ a4,.;;,,.: Daniel is an Urban Designer and Landscape Architect who has worked on a wide variety of large and small .'� ! planning and design projects. His experience includes: land planning and design for downtowns, transit- _ ,- .— 11' ., ''''4S oriented developments, mixed-use developments, residential subdivisions, park design, computer modeling, '° ''" `" "' ,`' " streetscape and signage design, and project management. , '�'" r.1-.; Daniel coordinates team resources and overall project scheduling for Lakota. He is particularly skilled at quality control and "value engineering" projects to balance planning/design goals with budget targets and .' funding. Signature Projects Thorndale Corridor Master Plan -Wood Dale,Illinois Waterbury Place Site Plan&Landscape Design-Buffalo Grove,Illinois Central District Master Plan/Guidelines-Shorewood,Wisconsin Marion Mall Restreeting&Streetscape-Oak Park,Illinois Chicago Fire Stadium Site Plan-Bridgeview,Illinois Warrenville Old Town/Civic Center Master Plan-Warrenville,Illinois Orland Park Crossing Landscape Design-Orland Park,llllnois West Dundee Comprehensive Plan-West Dundee,Illinois Roosevelt Road Streetscape Design-Berwyn,Cicero,and Oak Park,Illinois Lake Forest Place Senior Campus Landscape Design-Lake Forest,Illinois Winnetka Community Nursery School Playground -Winnetka,Illinois Glenview Downtown Master Plan&Form-Based Code-Glenview,Illinois Franklin Park TOD Master Plan-Franklin Park,Illinois Fond du Lac Corridor Plan-Milwaukee,Wisconsin Illinois Medical District Planning&Design-Chicago,Illinois Ma3rwood Comprehensive Plan-Maywood,Illinois West O'Hare Study-DuPage County,Illinois Organizations American Society of Landscape Architects Urban Land Institute Previous Experience Landscape Designer • Lannert Group-Chicago,Illinois(1998-2001) Education Bachelor of Science •Landscape Architecture University of Wisconsin-Madison,Wisconsin (1998) Project Management Seminar, PSMJ Resources,Inc. (2006) Auto CAD Printing/Plotting&3D Modeling/Rendering Certificates Registered Landscape Architect-State of Illinios & Indiana LEED®Accredited Professional LAKOTA Nicholas P. Kalogeresis, AICP Vice President I The Lakota Group 2008-Present n kalogeresis @thelakotagroup.coin :7+"•'.1 ',,j '• Nick is a City Planner and Vice President with more than 18 years of experience in historic preservation , 'e planning and traditional commercial district revitalization at the local, state and national levels. His project n a'•, ; portfolio has included the development of community historic preservation plans, historic district design `,4 fi 1r1G' r -•- p,, guidelines,historic building surveys,downtown and neighborhood master plans,and Main Street consultations. Prior to joining Lakota, he was a Program Officer with the National Trust for Historic Preservation's Main '"` `� ^� Street Center, where he worked with a wide range of clients, including the cities of Chicago, Milwaukee, 3 Detroit, Miami, Philadelphia, Indianapolis, and various communities in Michigan, Kentucky Missouri, 1 L Wisconsin, Iowa, Illinois,Washington, and South Carolina. Nick is also a frequent writer and public speaker, having contributed several articles for the National Trust's Main Street Now publication.He has also presented at various conferences, including the Congress for New Urbanism, American Planning Association, New Partners for Smart Growth, and La Fondation Rues Principales in Quebec City, Canada. Signature Projects Strategic Historic Preservation Plan-San Antonio,Texas Cermak Road Architectural and Historical Survey-Berwyn,Illinois Creating Energy Efficient Main Streets Guide and Training-State of Iowa Texas Main Street Community Assessments-State of Texas Main Street Technical Assistance Program -State of Oregon Historic Building Design and Resource Manual-Naperville,Illinois Six Corners Main Street Assessment-Chicago,Illinois MacArthur Boulevard Master Plan-Springfield,Illinois Enos Park Neighborhood Master Plan and Conservation District Design Guidelines-Springfield,Illinois ULI Technical Assistance Panel,Pullman Palace Car Company State Historic Site-Chicago,Illinois Previous Experience Main Street Program Officer• National Trust for Historic Preservation(1998-2008) Suburban Coordinator • State of Illinois Main Street Program(1995-1998) Program Manager • Main Street Ottawa-Ottawa,Illinois(1991-1995) Publications "Incorporating Sustainability into Downtown Master Plans and Codes" •Main Street Now• National Trust Main Street Center • May/June 2011 Revitalizing Main Street• Chapter 16: Master Planning and Chapter 17: Zoning and Other Land Use Regulatory Tools • National Trust Main Street Center• 2009. "Form-Based Zoning: The New Urbanism Comes to Main Street" •Main Street News• National Trust for Historic Preservation. March 2008 Zoning Practices in Traditional Commercial Districts•plain Street News• National Trust for Historic Preservation • November 2004. Organizations Advisory Committee Member • Municipal Design Review Network • Chaddick Institute at DePaul University American Planning Association/American Institute of Certified Planners National Trust for Historic Preservation Village of Oak Park (Illinois) Historic Preservation Commission - 2003-2009 Society of Architectural Historians D O.CO.MO.MO International Education Masters of Urban Planning, University of Illinois - Urbana-Champaign, Illinois (1991) Bachelor of Arts, Urban Studies&History, Elmhurst College - Elmhurst,Illinois (1988) Form Based Code Institute,Training-Year One (2008) Persuasive Communications Workshop -University of Chicago (2004) LAKOTA Kevin Clark, x.A, AICP Vice President I The Lakota Group 2005-Present • kclark @thelakotagroup.corn gr . As a project manager and senior associate with the Lakota Group, Kevin has been involved in a broad range of urban design, landscape architecture and planning projects. \Xlith a diverse educational background combining design with planning and over 11 years of professional experience, Kevin brings a holistic and x` unique perspective to projects. Current and past projects have included: • Mixed-use Town Centers • Corridor/Streetscape Master Plans • Comprehensive Master Plans • Single-Family&Multi-Family Residential Developments • College/University Campus Plans • Senior Housing • Institutional/Corporate Campus Plans • Roof Gardens/Green Roofs • Parks, Playgrounds, and Plazas • Form-Based Coding • Wayfmding/Signage Programs • Urban Design Guidelines Signature Projects Downtown Master Plan-Evanston,Illinois Marion Street Urban Design Plan-Oak Park,Illinois University of Notre Dame Irish Green Landscape Design -Notre Dame,Indiana Uptown Redevelopment Master Plan/Streetscape Design-Park Ridge,Illinois North Center Senior Campus Planning/Landscape Design-Chicago,Illinois Interstate 94 Area Plan-Mount Pleasant,Wisconsin Lockport Street Streetscape Design-Plainfield,Illinois Central Street Corridor Plan/Streetscape Design-Evanston,Illinois Northeast Neighborhood Design Guidelines -South Bend,Indiana Downtown Form Based Code-Antioch,Illinois City Commons Landscape Design-Park Ridge,Illinois Comprehensive Plan-Mattawan,Michigan Waters School Campus/Landscape Design-Chicago,Illinois Cedar Grove Cemetery Master Plan/Landscape Design-Notre Dame,Indiana State of Oregon Main Street Assistance Program-Albany and LaGrande,Oregon Organizations American Planning Association Congress for New Urbanism Previous Experience Landscape Architect • Daniel Weinbach &Partners - Chicago,Illinois (2000-2005) Landscape Designer •LDR International-Columbia,Maryland(1999) Education Master in Urban Planning and Policy • Physical Planning University of Illinois at Chicago - Chicago,Illinois (2006) Bachelor of Science •Landscape Architecture University of Kentucky- Lexington, Kentucky (2000) Registered Landscape Architect-State of Illinois American Institute of Certified Planners