Consideration of Strategic/Economic Development
Transcription
Consideration of Strategic/Economic Development
F-5 CITY OF WARRENVILLE MEMO TO: Mayor and City Council FROM: Jennifer McMahon, Assistant City Administrator CC: Ron Mentzer, Director of Community Development SUBJECT: STRATEGIC/ECONOMIC DEVELOPMENT PLANNING PROCESS - FIRM RECOMMENDATION DATE: November 7, 2013 At the September 9, Community Development Committee meeting, staff recommended a Strategic/Economic Development Planning process that included a recommendation to seek consultant assistance by issuing and RFP/Q. Staff asked that two aldermen be designated to serve on a strategic planning team, which would select the consultant and guide the overall process. City Council approved the Committee’s recommendation to endorse the process presented, approve the draft RFP/Q for a consultant, and designate Aldermen Goodman and Davolos to represent Council on the strategic planning team. The City’s FY 2014 Budget allocates a total of $60,000 for the development of a strategic plan and an economic development strategic plan. On October 24, Aldermen Davolos and Goodman, Community Development Director Mentzer, and I interviewed four strategic/economic development firms; NIU Center for Governmental Studies, Katona & Associates, SB Friedman, and Teska Associates. A total of ten firms submitted proposals, with the group selecting Teska Associates. Four professional references for Teska were checked and all have a long-term relationship with the firm working on a variety of strategic, economic, and comprehensive planning programs, models/studies, and processes. All reported a positive relationship with the firm and satisfaction with their work performance. Teska Associates would partner with Business Districts, Inc. as a sub-consultant to perform specific data analysis work. Teska has nearly 40 years experience in planning, landscape architecture, site design, economic development, and community engagement. Business Districts, Inc. is a provider of business district services to local governments and business district organizations. For over a decade, they have developed and implemented business district plans. Three out of the four members of the review team ranked Teska as their top choice based on their proposal alone. The proposals submitted ranged in price from $29,300 to $60,000 with Teska falling in the middle at $46,800. The interviews proved that Teska had the best experience to conduct this specific work at a reasonable cost within the City’s budget. Committee Action Requested: Accept the October 9, 2013 proposal from Teska Associates to conduct a Strategic/Economic Development Planning process for the City of Warrenville in the amount of $46,800 and direct staff and the City Attorney to negotiate a professional services agreement and draft a resolution approving the agreement. Attachments: Teska Associates Proposal Matrix City of Warrenville Professional Request for Proposal Strategic/Economic Development Planning SUBMITTED BY THE CONSULTANT TEAM OF: Teska Associates, Inc. Business Districts Inc. PROPOSER INFORMATION: Teska Associates, Inc. 627 Grove Street Evnston, IL 60201 Federal Tax ID #: 36-3051497 Phone: (847) 869 - 2015 October 9, 2013 Ms. Jennifer McMahon Assistant City Administrator City of Warrenville 28W701 Stafford Place Warrenville, IL 60555 RE: Proposal for Warrenville Strategic / Economic Development Planning Process Dear Ms. McMahon, Teska Associates, in conjunction with Business Districts, Inc. (BDI) is pleased to submit this proposal to conduct a Strategic / Economic Development Planning Process for the City of Warrenville. Our team has extensive experience conducting strategic and economic development planning; and we approach the work from solid foundations in economic development best practices, strategic thinking, and real world experience. Also, our firms have a broad background in the related areas of comprehensive planning, public participation, market evaluations, business and business district enhancement, and training. Our team is very well suited for the range of rolls contemplated for the consultant in this project. The experience, expertise and working style of the firms and their principals is the most significant way we can support Warrenville in this project. While able to lead any aspect of the project the City chooses, we are also willing and able in other elements to service as reviewers and advisors in meeting and strategy sessions; sharing the breadth and depth of our group and individual experience with staff and others. The timing and approach set up by the City for this project are well conceived. Economic development is very different for communities than it was just a few years ago. The old rules and tools don’t necessarily bring about the successes they did in the late 1990’s and early 2000’s. But as the Great Recession begins to pass and the “new normal” gets established, this is a good time for Warrenville to conduct a strategic planning process to define the path for maintaining a strong economic footing. Teska and BDI have a well-established working relationship and a long history of serving client communities. Brief descriptions of the firms’ histories are included in the submitted materials. We look forward to bringing that experience to Warrenville. Teska Associates, Inc. will be responsible for overall project management and strategic plan development. The firm has over 30 years of experience in providing community planning and economic development services. Michael Blue, FAICP will serve as project manager for this assignment. Having recently joined the firm, after 15 + years working for municipalities (Mount Prospect and Highland Park, IL) in community and economic development, he brings to the project a unique perspective on local needs and realistic implementation. Business Districts, Inc. (BDI) Terry Jenkins, BDI Managing Director, will serve as lead Principal and one of BDI’s two additional Principal’s will be available for assignments within the Scope of Services. BDI has over 21 years of experience and all three BDI Principals have led community economic development assignments. BDI has been involved in planning and economic development implementation for downtowns, corridors, office park development, municipally owned sites and private sector owned sites to be developed in cooperation with municipalities. Analyzing, planning and developing implementation strategies for pragmatic, market-based solutions are the sole focus of BDI. This proposal is presented in five main sections: 1. Project Approach 2. Scope of Work 3. Relevant Consultant Experience 4. Experience of Personnel 5. Budget and Timeline As you requested to know in the RFP, please note that the firm has is currently involved with any material litigation, arbitration, or bankruptcy, nor has it been directly or indirectly in the past three years. We appreciate the opportunity to submit this proposal to the City of Warrenville and look forward to further discussing the project with you. Sincerely, Michael Blue, FAICP Principal 1 Background The Consultant Team Teska Associates, Inc. Lead Consultant Teska Associates, Inc., founded in 1975, is a planning and landscape design firm with offices in Evanston and Plainfield, Illinois. The firm specializes in community planning, development economics, landscape architecture, and site design. Over the years, the firm has completed dozens of comprehensive plans, corridor and neighborhood plans, special area and downtown plans, and transit-oriented / urban redevelopment projects - all of which have incorporated cutting edge designs, new media, and visualization graphics to enhance the clarity and usability of the plans. The firm believes strongly in community participation and stakeholder processes that help build community consensus. An integral part of this process is utilizing a variety of design techniques and interactive mediums to communicate goals surrounding the built environment, development scenarios and alternatives, as well as to support creative brainstorming and discussion. Our visualization processes breathe life into projects by creating a visual sense of place that residents can see and relate to. Beginning with idea conception, these processes transition from ensuring community input, developing strategies, and implementing projects. Business Districts, Inc. Sub-Consultant Business Districts, Inc. is the premier provider of business district services for mid-sized municipalities. Business districts are as varied as the communities which create and benefit from them. Whether they are commercial cores, downtowns or retail corridors, business districts share characteristics with shopping centers but also announce and transmit the values of the communities they dwell in. Effective business district plans have always relied on analysis-based strategic plans affirmed by community groups, businesses and government. But with increasingly tight municipal budgets, growing citizen involvement and changing patterns of life, work and shopping today, an effective business district plan must be more; it must include organization structures--private public partnerships or designation of lead agencies--and reliable financing mechanisms. In other words, today, an effective business district plan must include implementation. For over two decades, BDI has developed and implemented effective business district plans in top communities throughout the Midwest. We have created thriving, marquee projects which attest to both community resilience and BDI skill in ensuring long term results. With deep roots in urban planning, commercial development and business management, and a flexible, hands-on approach, BDI empowers those developing a business district to define, progress toward and realize their commercial aspirations. The results are often dramatic. At the core of BDI’s services is the situation audit; a “where-do-we-go-from-here” diagnosis of a business district’s economic and physical conditions as well as its market demographics, retail mix and prevailing codes. From this analysis, BDI constructs a strategic plan. Using “visioning” workshops with constituent groups and the public and also expert input, the community will create a fully implementable operation plan. Retailer support and developer recruitment are the cornerstones of the plan as are staffing, management and continuing services. Developing a business district that answers community expectations and city revenue needs within municipal budget and scheduling parameters has never been more challenging. Yet never has it been more rewarding. Today’s commercial district is not just an economic entity but an emotional and social one. It’s a gathering place that connects a community’s past and future and affirms its values and cultural identity. Let BDI help you develop yours. 1| Strategic/Economic Development Planning Process City of Warrenville, IL Teska Associates, Inc. BUILDING LIVABLE COMMUNITIES We are passionate about creating livable communities; places with a strong economy, walkable and safe streets, and great venues to play and interact with neighbors. CREATING MEMORABLE PLACES We strive to craft exceptional people places that fit their environment while helping to create a positive buzz about your project or community. COMPOSING THE RIGHT TEAM We partner with other firms who provide complement services that enhance the overall quality and thoroughness of our services. USING APPROPRIATE TECHNOLOGY We admit to a fondness for the latest tech tools and tricks, matching technology to the task. While we keep up with state-of-the-art technology and software, we also stay true to simple approaches like hand sketches and building block exercises. GIVING PEOPLE CHOICES We give clients choices through a careful matching of design approaches to the place. We promote careful evaluation of choices through our firm’s diverse skill set, supplemented by team partners matched to the specifics of the project. BUILDING CLIENT CAPACITY We equip clients for success; sharing our expertise, leadership, and creativity while educating communities on the what, where, how, and why of win-win development solutions. BUILDING RELATIONSHIPS We cherish long-term client-consultant relationships built by listening intently to client needs, maintaining clear and frequent contact, providing timely and responsive service, and exceeding expectations. GOING THE EXTRA MILE We know that our success is based on the quality of our service. At Teska, quality service is based on responsiveness, anticipation of needs, maintaining flexibility, and creative and efficient problem solving. PROVIDING HONEST ANSWERS TO TOUGH QUESTIONS We provide solutions that are creative and realistic. Based on our experience and analysis, we sometimes have to tell a client that in our opinion an idea won’t work – but that rejection is quickly followed by an alternative solution that will work. ENSURING ECONOMIC SUSTAINABILITY We believe that profit and strong communities are intertwined. Developments and local infrastructure must meet community demands while producing fiscally responsible impacts on municipalities and profits for the development team. Strategic/Economic Development Planning Process City of Warrenville, IL |2 2 Project Approach The Teska team’s approach to the project is built on our understanding of the Warrenville Strategic/Economic Development Planning project and our firms’ experience in the field. How those would be incorporated into our work on the project is described below. In the main it is important that the approach to the project build on existing economic development successes and opportunities (for example Cantera, Old Town, and the Civic Center area). In addition, the fact that Warrenville’s daytime population is nearly twice its permanent population is a statement of both past success and future opportunity in regard to economic development. Strategic Planning At its most basic strategic planning is about deciding where a community wants to go and mapping out how to get there. The iterative approach the City has established is well suited to developing a strategic plan. Our team has followed this approach with many assignments. The key is to secure input from stakeholders and the public, and merge it with the research and data that are collected (in this case the interim reports); then take the results and focus them through more input and analysis. Ultimately the result is a set of actions that follow from and are supported by the community because its input was respected and included. Economic Development / Analysis Teska and BDI both have worked on numerous projects that set an economic development course for a client community. Currently we are working together on projects for DuPage County, Highwood, and Lake Forest. Whether a comprehensive plan, downtown plan, business area study, or site specific analysis, the team applies hard data, a thoughtful understanding of market realities, and community needs to establish a course of action for implementation. In addition to assisting communities with economic development considerations, Teska performs fiscal analysis for private sector clients considering development projects. The firm understands development and economic analysis from both the municipal and private perspectives, and brings that understanding to municipal clients by providing real world recommendations. Implementation The course for a community to follow in reaching its goal must be more than a “to do” list chart at the end of a plan. The implementation tasks must be focused on accomplishing the outcomes established in the plan. Further, they must be within the reasonable capacity of the community to manage to completion. A laundry list of too many actions, spread over too actors, and to be done in too little time will not succeed. The plan must realistically set short, middle, and long range implementation actions; establishing priorities and reflecting the true cost and effort to bring them about. The principals assigned to lead this project have extensive real world experience working with municipalities, and understand that successful implementation is a balance between numerous interests, projects, and essential services. The bottom line is balancing the community vision with underlying market truths. Goals should be aspirational, but must also be feasible. 3| Strategic/Economic Development Planning Process City of Warrenville, IL Working with Staff A close working relationship between staff and consultant is an approach our team supports and enjoys. By acting as a resource to staff, the consultant can provide the time or expertise not available at the City. In addition, this approach ensures that best practices applied and recommendations developed are best suited for the community - combining the staff’s insights to the City with the consultant’s outside perspective. Teska and BDI both have ongoing relationships with numerous clients, some dating back many years. We understand well the power and value of a strong working relationship. Training City Councils and staffs (as well as boards and commissions) are charged with tackling the daily business of running the city; no small task. Unfortunately, the time required to do that often precludes the ability to step back and consider the big picture, or to learn of a new approach. Including a training component in the Strategic / Economic Development Process will support both the development of the plan and its implementation. Consultant team members working on this project have experience developing and implementing training programs for municipal staffs and city officials, and will apply that experience to the training elements of the plan process. Public Input The insights of stakeholders, residents, property and business owners, city officials, etc. is fundamental to all planning processes. The trick is to secure the input in a way that provides worthwhile input and makes participants feel truly involved. While simple meetings, interviews, and workshops generally work, our team has developed many tools and techniques for facilitating participation. Not everyone is comfortable providing an insight in public; some may prefer working with maps, writing down ideas, responding to pictures, or using the internet. As appropriate, our team will work with City staff to identify the most effective ways to solicit input. Strategic/Economic Development Planning Process City of Warrenville, IL |4 3 Experience The consultant team has extensive experience working in the field of economic development and the area around Warrenville and DuPage County. It includes preparation of plans that focus on or incorporate evaluation, development, and implementation of strategic economic development actions. That work is highlighted on the pages that follow. In addition, Teska currently is working in the area with the Village of Winfield to prepare a comprehensive plan and DuPage County to prepare corridor plans for Lake Street and Roosevelt Road. Current Projects in Dupage County Village of Winfield Comprehensive Plan Update The Village of Winfield is undertaking a Comprehensive Plan Update in order to develop village wide land use and development policy, and consider development options for key development areas in the Village. To date the process has included collecting and evaluated existing conditions data related to land use, demographics, infrastructure etc. A market assessment for the community was conducted to assess the potential for new retail development. Community and stakeholder input has been secured through a community survey, numerous stakeholder discussions, to two community forums. This information was summarized into a Community Assessment Report and presented to the Village. Teska is working with village staff and a Steering Committee appointed for the comprehensive plan. Upcoming tasks relate to establishing land use and community character findings. The plan is expected to be completed early next year. Dupage County Corridor Planning Studies As part of the CMAP Local Technical Assistance program, Teska is leading the DuPage County Corridor Planning Studies to produce a set of land use, development, and policy guidelines that DuPage County and the corridor communities can utilize to promote and influence development along the Lake Street and Roosevelt Road Corridors. Regarding land use, the impetus for the studies was rooted in an ongoing land use planning process that DuPage County has undertaken with a series of updates since 1990. However, an official County land use plan was never adopted. The two primary goals for the project were to: (1) Continue working towards making the County’s land development regulations as consistent as possible with those of neighboring municipalities; and (2) Examine the services provided by the County, particularly to unincorporated areas, to determine the most efficient delivery of services, continue to provide services where it is shown to be cost effective to do so, and, if it is not cost effective, facilitate alternatives with other providers of services. The project also explored development concepts that encouraged a transition of corridors from being over-retailed towards providing a more balanced mix of land uses that is more economically sustainable and enhances the County and municipal tax bases. Project Examples Teska Associates, Inc. Business Districts, Inc. • South Suburban Retial Investment Study • Chicago Southland Corridor Development • Greensboro Strategic Plan & Continuing Services • Olympia Fields Retail Marketing Strategy • Olympia Fields Retail Business Assessment, Marketing Strategy and Site Development Action Plan • Downtown Northbrook Area Plan • Lake Forest Strategic Plan & Consulting Services • Peoria County-Wide Fiscal Impact Model • Carpentersville Commercial Plan • Lombard Downtown Revitalization Project Guidebook • St. Charles Market Assessment • Villa Park Comprehensive Plan Update • Hanover Park Comprehensive Plan Update 5| Strategic/Economic Development Planning Process City of Warrenville, IL 2013 APA-IL Best Practice Award South Suburban Retail Investment Study Matteson, IL | Olympia Fields, IL Park Forest, IL | Richton Park, IL The Villages of Matteson, Olympia Fields, Park Forest, and Richton Park are four municipalities located south of the Chicago Metro region. The cities lie along high traffic corridors, such as Interstate 57, and conatian many deteriorating and vacant businesses. Teska Associates, Inc. was retained by these cities to develop a Retail Investment Study to help understand why the region was suffering and what steps needed to be made to improve the situation. The plan described many solutions to assist in developing retail business in the area. These solutions included using local educational resources and government programs to improve the profitability of local bussinesses, and promoting public private partnerships that result in significant development. Contact: David Mekarski Village Administrator 20040 Governors Highway Olympia Fields, IL 60461 Strategic/Economic Development Planning Process City of Warrenville, IL (708) 503-8000 ext. 3417 [email protected] Teska Associates, Inc. www.TeskaAssociates.com |6 STRATEGIC PLAN FOR ECONOMIC DEVELOPMENT & CONTINUING SERVICES Teska Associates has provided continuing technical assistance and development advisor services to the City of Greensboro since 2004. In 2012, the City requested Teska’s assistance with the preparation of a City-wide strategic plan for Economic Development. The resulting report and workshops with the City Council outlined proactive steps to increase quality jobs, tax base, community wealth, and economic sustainability. It focuses upon employers that bring new wealth to the area, and provides the foundation for quality of life, strong public services, and self-sustaining quality development. Key recommendations included: GREENSBORO, NC • Adoption of a Strategic Decision-Making strategy which focuses on evaluating public Return on Investment (ROI); • Site prep and public investments in infrastructure supporting Large Site Development; • Branding and focus on existing niche employment and workforce clusters; and, • Enhanced partnerships with state, regional and other economic development agencies, Teska’s work with Greensoboro began in the late 1990’s as Greensboro began to see precipitous loss of jobs in the textile industries that led to significant disinvestment in properties and neighborhood decay. One formerly exquisite and historic neighborhood, South Side, directly adjacent to downtown was experiencing the loss of more than half its homes and businesses to foreclosure, abandonment and demolition. The City prepared a plan for neighborhood and business district revitalization, but had little experience in executing the plan. The City hired Teska to prepare an implementation plan, showing step by step actions necessary to implement the plan; everything from which properties to acquire, which buildings to retain/preserve, what sequence of public improvements, economic analysis on development assistance/financing, and what steps to attract private development investments. In 2005, the project one the USEPA National Award for Smart Growth Achievement, and subsequent awards from APA and the Congress for New Urbanism. Among the services represented in this examples are: • Strategic Plan/Action Plan preparation • Land use, Urban Design Standards, Pattern Books • Site Development / Site Design alternatives • Development Feasibility, including public and private side pro formas • Analysis of Private Market Impediments • Analysis of fiscal impact • Developer recruitment • Developer agreement/negotiations • Tax Increment/Business District/Special Service Area studies. Contact: Sue Schwartz, FAICP Director of Planning (336) 373-2149 [email protected] Teska Associates, Inc. www.TeskaAssociates.com 7| Strategic/Economic Development Planning Process City of Warrenville, IL Discover... 2008 APA-IL Award for Program, Project or Tool Olympia Fields RETAIL MARKETING STRATEGY & SITE ACTION PLAN OLYMPIA FIELDS, IL Teska Associates teamed with Business Districts, Inc. to produce a detailed plan and implementation strategy to revitalize the Village's six major commercial areas. The plan started with a detailed market analysis and physical assessment of each commercial area. Based on this analysis, strategies to enhance and/or redevelop centers were developed. Design guidelines were developed to illustrate to the develWhereexisting Oldcommercial World Charm Meets Contemporary Values. opment community the Village's vision for these commercial areas. A detailed financial analysis was also performed to evaluate the potential for public/private partnership. The Village's development review process was also analyzed to determine ways to streamline the entitlement process. The plan has been well received by both the Village and the development community. Olympia Fields Country Club was chosen to host the United States Golf Association's 2003 U.S. Open. Did you know . . . Discover... Vollmer Rd & Governors SpecialtyHwy Shopping for . .the. South Suburbs Development Goals Create a luxury shopping and dining corridor that satisfies the specialty needs of prosperous Olympia Fields and Flossmoor residents close to home Attraction Strategy Specialty Shopping Cluster serving luxury needs of Olympia Fields & Flossmoor Market Position: Olympia Fields' founders established the Village as a paradise for lovers of nature and sport. Today, the residents & other similar income familiesexecutives within a 15 minute drive time that Target Square Feet: 141,000 square feet in Olympia Fields + 93,000 square feet in Flossmoor choose Olympia Fields as their home continue that spirit with estate sized residential many bordering on golf 110,000 square feet in Olympia Fields + 93,000 square feet in Flossmoor Existing Square Feet:lots, Expansion Potential: 31,000 square feet courses and preserved natural areas. The Village recently approved residential development expected to increase its Anchor Strategy Full service & gourmet quick service restaurants, luxury specialty stores that sell Target Tenants: population by 30% and add condominiums, rowhouses, and environmentally sensitive single-family home clusters. through multiple channels Significantly improved street appearance & environmentally sensitive development Elements: The Village seeks to continue collaborating with investors to complete its vision forIdentity superior residential neighborhoods that meets Olympia Fields standards Key Success Factors: Recognition that this is a long-term strategy that will require cooperation with connected to vibrant retail clusters. There is keen interest in sites along Vollmer Road and Flossmoor adjacent toinvestment the Village's two & significant municipal Metra stations at 203rd Street and Lincoln Highway. The Existing average daily traffic count along Lincoln Highway is Conditions approximately 40,000. Sites in Olympia Fields present ideal opportunities for mixed-use projects that combine top Bizios Fresh Market quality condominium development with offices, shopping and dining that attracts Olympia Fields residents as well as Burgundy Bistro Where Old World Charm Meets Contemporary Values. high income families living within a quick drive. Olympia Fields Flossmoor Commons Did you know . . . Olympia Fields Country Club was chosen to host the United States Golf Association's 2003 U.S. Open. Village & Commercial Area Statistics 261,399 23,161 Population 2.86 2.74 Average Household Size Area Statistics Village & Commercial 5 minutes: 15 minutes: 91,294 8,459 Households Governors Hwy Governors Hwy Village of & Vollmer Rd & Vollmer Rd Olympia Fields 4,988 23,161 Age 261,399 PopulationPopulation Median 36.7 42.0 Total 2.79 2.86 2.74 Average Household Size 1,787 91,294 8,459 43.7% 47.1% %Households in Current Residence 5+ Years 45.4 36.7 42.0 Total Population Median Age 47.2% 43.7% in Current Residence 5+ Years 61.8% 75.6% %%% College College Educated 47.1% 81.5% 61.8% 75.6% Educated $120,133 $64,782 $97,479 Household Average Income $64,782 Household Average Income 1,174 $97,479 37,121 4,708 Income $75,000+ Households 5,418 116,590 14,498 Total Employees $61,017,680 37,121 $2,003,361,462 $247,019,972 4,708 Total Retail Expenditure Income $75,000+ Households $7,522,006 $243,620,919 $30,292,649 Food & Beverage Spending In addition to prime retail opportunities, Olympia Fields $10,302,794 $358,174,386 $42,355,537 Grocery Store Spending 116,590 14,498 Total Employees also offers a high quality of life and unique community elements, $1,638,345 $54,707,657 $6,666,658 Pharmacy & Drug Store Spending including Sergeant Means Park, which was a former historic farm site. $2,003,361,462 $247,019,972 Total Retail Expenditure Demographic data © 2007 by Experian/Applied Geographic Solutions. Please contact David Mekarski, Village Administrator, for more information. $243,620,919 $30,292,649 Food & Beverage Spending For more information ... phone: (708) 503-8000 -or- email: [email protected] $358,174,386 $42,355,537 Grocery Store Spending $54,707,657 $6,666,658 Pharmacy & Drug Store Spending Marketing Sheet Overview Contact: Wetland KEDZIE AVE Butterfield Plaza Site Area: +/- 5.0 acres Olympia Square Mall Developer Recruitment Sheet Village of OlympiaConceptual Fields Site Plan New sidewalk & parkway plantings along Vollmer Road 4,988 2.79 1,787 45.4 47.2% 81.5% $120,133 1,174 5,418 $61,017,680 $7,522,006 $10,302,794 $1,638,345 New Restaurant with outdoor dining terrace, 1story 41 cars + additional shared parking at bank Furniture Retail Store, 2 story 20,000 sf footprint 125 cars (3/1,000) Gateway signage opportunity & enhanced pedestrian connection at intersection Flossmoor Commons Flossmoor Commons VOLLMER RD Gateway signage opportunity & enhanced pedestrian connection at intersection Restaurant Chase Bank Wetland Butterfield Plaza Walgreens Use existing outlot for high end restaurant use Pedestrian plaza/ dining terrace Olympia Square Mall Landscaped pond & overlook areas Potential fitness trails Cardinal Fitness Site Data Site Area: 15 acres Existing Building Area: 95,000 sf New Building Area: - Restaurant: 6,000 sf footprint - Restaurant Parking: 60 cars (10/1,000) KEDZIE AVE 15 minutes: Governors Hwy & Vollmer Rd Site Area: +/- 15.0 acres Olympia Square Mall Sidewalk connection to Metra Station 5 minutes: Governors Hwy & Vollmer Rd GO VE RN OR SH WY Olympia Fields' founders established the Village as a paradise for lovers of nature and sport. Today, the executives that choose Olympia Fields as their home continue that spirit with estate sized residential lots, many bordering on golf courses and preserved natural areas. The Village recently approved residential development expected to increase its population by 30% and add condominiums, rowhouses, and environmentally sensitive single-family home clusters. The Village seeks to continue collaborating with investors to complete its vision for superior residential neighborhoods connected to vibrant retail clusters. There is keen interest in sites along Vollmer Road and adjacent to the Village's two Metra stations at 203rd Street and Lincoln Highway. The average daily traffic count along Lincoln Highway is approximately 40,000. Sites in Olympia Fields present ideal opportunities for mixed-use projects that combine top quality condominium development with offices, shopping and dining that attracts Olympia Fields residents as well as high income families living within a quick drive. GO VE RN OR SH WY VOLLMER RD Retail Site Data Site Area: 4.5 acres New Retail Area: - Retail, 2 sty: 20,000 sf footprint - Retail Parking: 125 cars (3/1,000) Surface Detention Area: 0.5 acres (10% of total acreage) In addition to prime retail opportunities, Olympia Fields also offers a high quality of life and unique community elements, including Sergeant Means Park, which was a former historic farm site. Existing Conditions Analysis & Conceptual Site Plan Demographic data © 2007 by Experian/Applied Geographic Solutions. David Mekarski Please(708) contact Administrator ext. 3417 Village Administrator, for more information. ForVillage more information . .503-8000 . David Mekarski, phone: (708) 503-8000 -or- email: [email protected] Teska Associates, Inc. 20040 Governors Highway [email protected] www.TeskaAssociates.com Olympia Fields, IL 60461 Strategic/Economic Development Planning Process City of Warrenville, IL |8 DOWNTOWN NORTHBROOK AREA PLAN NORTHBROOK, IL Downtown Northbrook has many of the individual assets of a successful downtown – from Sunset Foods that draws residents in from several neighboring towns for its high quality service and selection to a Village Green that hosts events and sports throughout the year to a Metra Station, Public Library and Village Hall. Yet, deteriorated shopping centers, a lack of pedestrian and bicycle amenities, and disjointed physical barriers led to the need for a new Downtown Plan. Teska led the team which included Business Districts Inc., Fish Transportation Group and Gewalt Hamilton Associates. From an on-line survey that attracted over 1,100 responses by Northbrook Residents, to the use of Community Remarks web-based mapping tool to gather public input, the team pushed the envelope of inclusion by organizing online, in person, and workshop events to build consensus for change. The team organized a four-day charrette that included a highly structured set of meetings to gather input, create an atmosphere of collaboration and innovation, and involve all stakeholders and interested residents and businesses in a series of sessions and ways to inform the process. Each day, a new set of drawings, comments, and policies were developed, refined, presented, and developed further. By the end of the charrette, a series of distinct design options were developed for each of four key opportunity sites, along with pro forma analysis of the financial feasibility of each option. The process led to out-of-the box thinking and new ideas to think both comprehensively about what ties all of downtown together – from new bike routes, complete streets, and the upgrade of a flood plain into a new fishing pond/potential stormwater mitigation bank – to site specific ideas that can lead to new development proposals. Contact: David Schoon, Assistant Director/Economic Development Coordinator (847) 664-4052 | [email protected] Teska Associates, Inc. www.TeskaAssociates.com 9| Strategic/Economic Development Planning Process City of Warrenville, IL PEORIA COUNTY-WIDE FISCAL IMPACT MODEL PEORIA COUNTY, IL FISCAL IMPACT MODEL In an effort to inform development decisions and plan for the fiscal health of the County and all local governments, Peoria County retained Teska Associates, Inc. to conduct a countywide fiscal impact model. For the first time in Illinois, all 53 units of government in a county have the same tools to project changes in fiscal health through the year 2050. The model projects revenues and expenses based on a “business as usual” scenario, as well as provides the tools to each unit of government -- including municipalities, fire districts, water, sewer, and school districts -- to project expenses based on both individual development proposals and forecasted changes in residential, commercial, and industrial development. Teska also compiled projected growth in population and commercial development in GIS for all 53 units of government. Municipal Comparison Table The model was developed as part of the 2008 Peoria County Comprehensive Plan and informed land use planning to be guided by the plan for the next forty plus years. Teska developed the fiscal model for the Plan, which was led by the TriCounty Regional Planning Commission and Peoria County. Peoria Municipalities Contact: Matt Wahl Director of Planning and Zoning Peoria, IL Strategic/Economic Development Planning Process City of Warrenville, IL Peoria School Districts (309) 495- 4618 [email protected] Teska Associates, Inc. www.TeskaAssociates.com | 10 2011 APA-IL Award for Strategic Plan LOMBARD DOWNTOWN REVITALIZATION PROJECT GUIDEBOOK LOMBARD DOWNTOWN REVITALIZATION 2011 APA-IL Award for Strategic Plan LOMBARD, IL Lombard desired more than a plan; what the Village envisioned and received was a practical guidebook of projects to enable them to hit the ground running. Downtown Lombard’s function in the community as a center for commerce and community has changed for a variety of reasons. From the emergence of other commercial districts and Yorktown Center, certain businesses and uses were drawn away from the downtown area, changing its role as the traditional central business district. The primary objective of the Lombard Downtown Revitalization Project Guidebook was to identify specific projects and actions that the Village and its partners can implements to rejuvenate Downtown Lombard as a strong commercial district with a balance of supporting uses and dynamic gathering spaces. Teska Associates, Inc. -- along with its partners BDI, Gewalt Hamilton, Fish Transportation Group, Hitchcock Design Group, wohltgroup, and sculptor Richard Hunt -took past planning and visioning efforts to the next level to create a series of action steps that the Village and its partners can begin implementing immediately and continue rolling out as resources become available. Creating the brand for Downtown Lombard around the symbolic lilac, the Village’s official flower. From redeveloping vacant sites to creating a downtown branding program, the Lombard Downtown Revitalization Project Guidebook was supported by a series of civic engagement activities to build public consensus on strategies to revitalize Downtown Lombard as a more vibrant destination and livable community. In addition, redevelopment strategies were market-tested to ensure their feasibility. Proposed infill development for commercial site in Downtown Lombard. Contact: 11 | Bill Heniff Director, Community Development Department, Village of Lombard 255 E. Wilson Ave. Lombard, IL 6048 (630) 620-3599 [email protected] Streetscape Signage and Pedestrian Crossing Teska Associates, Inc. www.TeskaAssociates.com Strategic/Economic Development Planning Process City of Warrenville, IL 2010 APA-IL Daniel Burnham Award for a Comprehensive Plan “Teska did a very good job in taking input from the committee and residents to developing a plan that reflects the feeling and desires expressed in the many meetings that were held. After interviewing a number of firms to help us develop our plan for the future, I am pleased with the work Teska did; they did not let us down. Their understanding of the community and their personality was a great fit for Villa Park.” - Trustee Bulthuis VILLA PARK COMPREHENSIVE PLAN UPDATE VILLA PARK, IL VILLA PARK COMPREHENSIVE PLAN UPDATE The Village of Villa Park is a community at the cusp of transition. While it has reached maturity as a suburban community, competitive development pressures, aging commercial corridors in need of redevelopment, lack of vacant land and a new commitment to sustainability suggest the future of Villa Park is dependant on a new vision that will transform single purpose commercial areas into higher density, mixed-use business districts and modern retail corridors. In May, 2008, the Village retained Teska Associates, Inc. to prepare a Comprehensive Plan Update, including Corridor Design Plans and Guidelines. Through a series of community workshops, online surveys and 3D building exercises involving residents, stakeholders and Village offi cials, priority areas were determined, goals were refi ned and a vision was established to guide future growth. Community policies were created relating to land use, transportation, public infrastructure, urban design and economic development. Corridor design plans were then developed to address the three key corridors or “priority areas” within Villa Park; North Avenue, St. Charles Road and Roosevelt Road. Site Plans, development strategies, and corridor design elements, including gateway signage, infill development scenarios and the road “diet” were developed to enhance sightlines, foster pedestrian activity and reduce the number of lanes on St. Charles Road. HIGHLY VISIBLE SIDEWALK ADJACENT 5 LANES TO TRAFFIC PARKING CONCRETE EXPANSES, SPARSE LIGHTING MULTIPLE CURB CUTS BEFORE PARKWAY TREES BIKE PATH SIDEWALK CAFES 3 LANES LANDSCAPED MEDIAN ORNATE LIGHTING AFTER St. Charles Road - Future Vision Lufkin Park - Villa Park, IL Public Forum Teska Associates, Inc. www.TeskaAssociates.com Strategic/Economic Development Planning Process City of Warrenville, IL | 12 COMPREHENSIVE PLAN UPDATE HANOVER PARK COMPREHENSIVE PLAN UPDATE Hanover Park, IL The Village of Hanover Park is an evolving and transitioning community. Whereas Hanover Park desires to preserve its tranquil, mature suburban residential neighborhoods, the potential development of the Elgin-O’Hare Expressway extension, aging commercial corridors and business districts in need of redevelopment, and a commitment to sustainability suggest that the community recognizes the potential of its future. The community understands that this is a pivotal point in Hanover Park’s history and has resolved to take a proactive approach in defining the nature, scale, and pace of future development. The 2010 Comprehensive Plan, facilitated by Teska identified practical and implementable recommendations to guide Hanover Park into the future. Through a dynamic public process including community workshops, online survey, and project website, residents, stakeholders and Village officials, were able to establish a vision, goals, and priorities to guide future growth. Community policies were created relating to land use, transportation, housing, community facilities, public infrastructure, urban design and economic development. The Plan included special area plans for several potential development areas including Irving Park and the Village Center. The Village Center Special Area Plan focused on ensuring that the Village Center will be a wellplanned, transit-oriented, mixed-use, compact development, within a reasonable walk of the Metra commuter station. The Village Center provides an opportunity to create a place with a unique and positive local identity, affords an opportunity for development to expand the Village’s economic diversity and vitality, and offers of a wide range of uses intended to function as the “heart” of Hanover Park. Village Center - Future Vision Westview Center: Full Redevelopment Irving Park Design Guidelines Teska Associates, Inc. www.TeskaAssociates.com 13 | Strategic/Economic Development Planning Process City of Warrenville, IL Chicago Southland Corridor Development Contact Ed Paesel Executive Director South Suburban Mayors and Managers Association 1904 W. 174th Street East Hazel Crest, Illinois 60429 708-921-5824 [email protected] In 2001, BDI began the first of six strategic implementation plans focused on improving the development along Chicago’s south suburban high traffic commercial corridors. The South Suburban Mayors and Managers Association utilizing funding provided by the Illinois Department of Transportation coordinated this effort. Phase I was completed in June 2002. In later phases, BDI worked with Corridor Councils and individual communities on the implementation of the approved strategic initiatives and site development opportunities. In 2007, this long-term implementation process led to a tax reactivation program that prepared tax delinquent properties for redevelopment and a market rate housing project along the revitalizing Cal-Sag Canal. This effort provides Corridor Councils and the municipalities along each corridor with an unprecedented opportunity for economic development cooperation for the near future that will lead to the type of economic growth that Chicago’s south suburbs have long sought. Olympia Fields Retail Business Assesment, Market Strategy & Site Development Action Plan Contact David A. Mekarski AICP Village Administrator Village of Olympia Fields 2004O Governors Highway Olympia Fields, IL 60461 708 503-8000 ext. 3417 [email protected] Facing decreasing sales tax revenue and increasing competition from centers in surrounding communities, Olympia Fields sought BDI’s assistance in creating a Retail Business Assessment, Marketing Strategy and Site Development Action Plan. The resulting report, completed with Teska, Associates and recognized by Illinois Chapter of APA with a 2008 excellence award, detail redevelopment concepts to increase the sales at nine commercial sites. The project focused on creating a tool box to guide community recruitment and retention efforts. It provided profile sheets for each opportunity and identified potential public private partnerships to aid in property improvement. As a result of this project, Village staff attracted the interest of new investors and helped existing businesses better target available customers. Despite difficult economic conditions, this project led to a proposal to add a major retailer and to remodel an existing center. BDI recently began a follow-up project to expand the project to include neighboring Chicago Heights in a joint analysis of the commercial potential associated with redevelopment at the important Lincoln Highway and Western Avenue Intersection. Strategic/Economic Development Planning Process City of Warrenville, IL | 14 Lake Forest Strategic Plan & Consulting Services Contact Cathy Czerniak Community Development Director 110 E. Laurel Avenue Lake Forest, Illinois 60045 (847) 615-4299 BDI’s consulting relationship with Lake Forest began as a sub consultant role in Teska Associates 1996 Strategic Plan for enhancing the Business Districts of Lake Forest. Although by most standards, the commercial districts of Lake Forest are viewed as thriving and Downtown Lake Forest is often viewed as a national model for retail development, community leaders saw a need to prepare for future challenges. The resulting plan led to zoning and building code changes, public improvements and additional day-to-day management. In 2001, 2003, and 2005, BDI was retained to examine proposed commercial developments throughout the City and develop collateral materials to recruit appropriate businesses to enhance those Lake Forest retail districts. BDI advised ERA Engineering as it developed a plan to rebuild Western Avenue in 2008.When Lake Forest added economic development staff, BDI was asked to assist the new employee in developing programs that included a resident satisfaction survey and developer outreach. BDI continues to advise Lake Forest as it positions its downtown with respect to growing competition. Carpentersville Commercial Plan Contact Janice Murphy Economic Development Village of Carpentersville 1200 L.W. Besinger Drive Carpentersville, IL 60110 (847) 426-3439 x229 In 2006, BDI undertook a study to determine how the Village of Carpentersville could better capitalize on its commercial opportunities. In addition to its location along the Fox River in Chicago’s fast growing Northwest Suburbs, Carpentersville is home to Spring Hill Mall, new development opportunities along Randall Road, and the proposed Long Meadow Parkway. The BDI plan provided a roadmap for the Village to attract a superior retail offering, as it also promotes the growth and expansion of office, light industry, cycling, and entertainment along its commercial arterials: Route 25, Route 31, Randall Road, and the Fox River Trail. BDI’s study identified opportunities to capitalize on the Huntley Road Bridge, redevelop aging properties, and match retail and residential growth in Chicago’s fast growing Northwest Suburbs. St. Charles Market Assessment Contact Brian Townsend, City Administrator City Administrator’s Office 2 E. Main Street St. Charles, IL 60174 (630) 377-4422 15 | In 2008, Business Districts, Inc. developed a market assessment for all retail and commercial sites in St Charles with specific recommendations relative to site development, developer and tenant recruitment and the potential role of municipal resources in redevelopment. In 2009, the Village is engaged in the execution of the Implementation Plan developed by Business Districts, Inc. In addition, in 2009, BDI has been engaged by the downtown organization to develop a retail recruitment plan for downtown property owners to maximize retail mix quality and property values. Strategic/Economic Development Planning Process City of Warrenville, IL 4 Professional Qualifications Teska Associates, Inc. (Teska) will be the lead consultant. Our sub-consultant Business Districts, Inc. joins the team to meet the needs and aspirations of Warrenville and to provide the appropriate knowledge, skills, and experience. Our firms have collaborated as a team on multiple award-winning projects, ensuring that our close interrelationships lead to seamless management, creative design, and proven on-time track records. Michael Blue, FAICP will serve as project manager for this assignment. He will be assisted by associate Malika Hainer. Terry Jenkins will be lead BDI’s work on the project with support from Diane Williams. As appropriate, the experience and expertise of the full staffs of both firms is available to the project. Teska Associates, Inc. Lead Consultant 627 Grove Street Evanston IL 60201 phone: (847) 869-2015 www.TeskaAssociates.com Michael Blue, FAICP | Principal PROJECT ROLE: Principal-in-Charge and Project Manager, Facilitation Malika Hainer | Associate Planner PROJECT ROLE: Data Collection and Public Engagement Business Districts, Inc. Sub-Consultant Based in Evanston IL phone: (847) 902-8152 www.business-districts.com Terry Jenkins | Managing Director PROJECT ROLE: Market Analyst & Economic Development Diane Williams | Director PROJECT ROLE: Market Analyst & Economic Development Strategic/Economic Development Planning Process City of Warrenville, IL | 16 RESUME Teska Associates, Inc. Michael Blue, FAICP | Principal Michael is a Principal with Teska Associates, having recently joined the firm, and has over 25 years of experience as a city planner; divided between the public and private sectors. Just before coming to Teska, Michael was the Director of Community Development in Highland Park, IL for 10 years. There he managed a department of 30 staff and focused on long range planning, review and approval of proposed development projects, permit approval, and support of City Council and Commission activities. Much of Michael’s project and policy work involved economic development initiatives and working closely with City staff, City Council, and City commissions in pursuit of that objective. The Department served nine City Commissions addressing: development, housing, historic preservation, cultural arts, and natural environment. Michael also worked as Deputy Community Development Director in the Village of Mount Prospect, IL for five years, managing staff in day to day operations related to planning, building permits and code enforcement. The Department’s responsibilities included economic development, and Michael worked with and in support of the village’s Economic Development Commission – implementing development policy, conducted business retention visits, etc. Michael started his career as a planning consultant for 11 years, working throughout the Midwest in the areas of long range land use and policy planning, development land use and economic impacts, and public participation. Michael has been actively involved in the local and national leadership of the American Planning Association and is currently the Planning Officials Development Officer for the IL - APA. In 2008 Michael was selected to the College of Fellows of the American Institute of Certified Planners. He graduated from the University of Illinois at Urbana Champaign with a Bachelor of Arts in Urban Planning in 1984 and a Masters in Urban Planning in 1987. Regarding training, Michael has broad experience in formal and informal settings for training public officials and staffs including: • Faculty of the Emerging Professionals Institute – conducted as a full day seminar at the 2013 National Conference of the American Planning Association. • Faculty of the Leadership Academy developed by Morrison Associates – focusing on bring practical, real world examples to the programs leadership and management lessons. Michael is currently teamed with Morrison Associates in providing training to managers at the Chicago Metropolitan Agency for Planning (CMAP) Education B.A. Urban Planning University of Illinois Urbana-Champaign, Illinois M.U.P. Urban Planning University of Illinois Urbana-Champaign, Illinois Professional Affiliations and Honors • College of Fellows of the American Institute of Certified Planners (FAICP) • American Planning Association (APA) • Faculty of the Emerging Professionals Institute – conducted as a full day seminar at the 2013 National Conference of the APA • Faculty of the Leadership Academy developed by Morrison Associates – bringing practical, real world examples to the programs leadership and management lessons • Planning Officials Development Officer for the Illinois Chapter of the APA. In that role he was one of the leaders in developing a curriculum for training Plan Commissioners throughout the State; a program for which he and others received the organization’s 2013 Distinguished Service Award. Michael is also one of the lead faculty members for the program; and for the past year has worked with CMAP to incorporate the commissioner training into its Local Technical Assistance Program. • Planning Officials Development Officer for the Illinois Chapter of the American Planning Association. In that role Michael was one of the leaders in developing a curriculum for training Plan Commissioners throughout the State; a program for which he and others received the organization’s 2013 Distinguished Service Award. Michael is also one of the lead faculty members for the program; over the past year some twenty-five training workshops have been held around Illinois. 17 | Strategic/Economic Development Planning Process City of Warrenville, IL RESUME Teska Associates, Inc. Malika Hainer, LEED, AP, ND | Associate Planner Ms. Hainer has worked with Teska Associates, Inc. for close to two years. With a background in architecture, real estate development and international work experience in India (over two years), she brings a unique perspective to planning projects through her understanding of buildings and the built environment. Prior to joining Teska, Malika worked with SEDAC (Smart Energy Design Assistance Center) and performed energy audits for buildings in the State of Illinois. This experience contributed to her understanding of energy consumption in buildings, methods of reducing this consumption and its relation to regional planning issues and policies. She also worked on building specific energy modeling while at Skidmore Owings and Merrill, LLP (SOM), New York. As a LEEDTM Accredited Professional in Neighborhood Development, she has a strong foundation in sustainable design principles and its application towards neighborhood planning. She has successfully integrated sustainable principles like walkability and complete streets in projects she has worked on at Teska including the TOD Plan for Hanover Park, Area Plan for Schaumburg and Comprehensive Plan for Plainfield. Having worked on Tax Increment Financing Redevelopment Plans in Hanover Park and Westmont, as well as her prior real-estate experience she has working knowledge of market feasibility analysis and development capacity calculations to propose workable solutions for future development. Education B.A. Architecture University of Pune, India M.A. Architecture University of Illinois Urbana-Champaign. Illinois M.U.P. Urban and Regional Planning University of Illinois Urbana-Champaign, Illinois Professional Affiliations and Honors American Planning Association (APA) APA Illinois Chapter - Secretary, current LEED Accredited Professional in Neighborhood Development Women in Planning + Development 2011 winner of the Karl B Lohman Award for Exceptional Professional Promise, University of Illinois With respect to comprehensive planning, she has worked on the analysis, graphics and mapping needs for various plans in Glenwood, Plainfield, Hanover Park, Campton Hills, Dolton, Schaumburg and Fitchburg. She is currently working on the comprehensive plan and transportation plan update for Plainfield which includes transportation and bike-trail network mapping in GIS. Ms. Hainer is proficient in a wide range of graphic presentation techniques, including advanced GIS applications, web design and three dimensional modeling. Strategic/Economic Development Planning Process City of Warrenville, IL | 18 RESUME Teska Associates, Inc. Lee Brown, FAICP | President Lee Brown has more than 30 years of experience working for municipalities and communities. He is president of Teska Associates, Inc., a consulting firm that provides urban planning and landscape architecture services. He is a certified planner and a Fellow of the American Institute of Certified Planners, the highest honor that can bestowed upon an American planner. Active within the organization for more than 30 years, Brown currently is a member of the Community Assistance Program Committee and serves as a Planning Accreditation Board site visitor who reviews university planning programs. He previously volunteered for several Planning Assistance Teams, served as the APA Illinois Chapter president, and helped establish the Planning Officials Development Officers program. Education Mr. Brown has been a leader in developing strategies for community development in small, mid, and large cities and regions. His work in Greensboro, North Carolina has led to award-winning community development projects, including converting a former brownfield in a disinvested area near downtown into a vibrant, mixeduse neighborhood called Southside. He has led sustainable and strategic planning efforts in Greensboro, including reuse of aging shopping centers, crafting a strategy for creating “lead agents,” community-based organizations that lead development and planning issues on behalf of local residents and small businesses, and a new corridor plan around a partnership between the fast-growing University of North Carolina Greensboro campus to bring revitalization to an urban corridor and spark redevelopment near Greensboro Coliseum. Certified Planners In the Midwest, he has led planning efforts in small towns, mature suburbs, and urban neighborhoods that bring partnerships and communication to forge consensus for change. With support from Teska’s team of urban designers, and technology tools such as GIS and Sketch Up and interactive web sites, Mr. Brown has been a leading innovator of using technology to improve the tools available to planners to enable community participation in the planning, design, and implementation process. B.U.P. Urban Planning University of Illinois Urbana-Champaign, Illinois M.S. Urban Planning University of Wisconsin Madison, Wisconsin Professional Affiliations and Honors AICP Commissioner, Region IV College of Fellows of the American Institute of American Planning Association Past President of the Illinois Chapter of the American Planning Association Lamda Alpha International, Honorary Land Economics Society Co-recipient of the 1999 Distinguished Contribution Award of the American Planning Association Co-recipient of the 2003 Outstanding Planning Award for Implementation of the American Planning Association Distinguished Service Recognition from the Illinois Chapter of the American Planning AssociationLee 19 | Strategic/Economic Development Planning Process City of Warrenville, IL RESUME Teska Associates, Inc. Scott Goldstein, AICP, LEED AP | Principal Mr. Goldstein brings twenty years of experience in community development, housing, neighborhood redevelopment, fiscal analysis, civic engagement, and data analysis. With Teska he has led neighborhood planning and community development efforts in Washington Park, Back of the Yards, Logan Square, Little Village and various neighborhoods in Chicago with the Local Initiatives Support Corporation (LISC/Chicago). He has worked on housing and neighborhood plans from rehabbing vacant homes throughout Chicago Lawn to the Near North Neighborhood in which the former residents of Cabrini Green and their new neighbors were working on a community-building plan with Ald. Burnett. He has specialized in the intersection of community and economic development and planning, having successfully led efforts that resulted in new community development corporations being created in Bloomington, Illinois and Dubuque, Iowa. His work in Bloomington resulted in the American Planning Association Illinois’ Strategic Plan of the Year Award. Mr. Goldstein has facilitated community planning processes focused on implementation efforts with LISC/Chicago and the City of Chicago including the successful $7 million Broadband Technology Opportunities Program (BTOP) and the $98 million Neighborhood Stabilization Program (NSP) 2. He has advised the development of Habitat for Humanity International’s Neighborhood Revitalization Initiative, and has worked with LISC to provide on-going Neighborhood Stabilization Program (NSP) Technical Assistance to the City of Minneapolis and The Resurrection Project in Chicago. He has also developed a strategic plan for the Metropolitan Consortium of Community Developers (MCCD) in Minneapolis/St. Paul and a follow-up strategic plan for Greater Frogtown CDC in St. Paul. He has led transit –oriented neighborhood plans in Lake Villa and Northbrook Illinois, Fitchburg, Wisconsin, and Hammond, Indiana. EDUCATION B.A. History of Art & Architecture Political Science Tufts University Medford, Massachusetts M.S.U.P. Urban Planning Columbia University New York, New York Instructor Master of Arts in Public Policy & Administration (MPPA) 2009-Present Northwestern University Evanston & Chicago, IllinoisPROFESSIONAL PROFESSIONAL AFFILIATIONS & PUBLICATIONS American Institute of Certified Planners (AICP) Chicago Metropolitan Agency for Planning, Regional Water Supply Planning Group, 2007-2010 City of Chicago’s Mayor’s Council of Technology Advisors, 2001-2007 City of Chicago Mayor’s Advisory Council on Closing the Digital Divide, 2007 LEED Accredited Professional (LEED AP), 2009 North Park University, Chicagoland Council, 2009-2012 Prior to joining Teska Associates, Inc., Mr. Goldstein was vice president of policy and planning at the Metropolitan Planning Council (MPC) from 1995-2007, where he oversaw policy development and technical assistance for the organization. He designed MPC’s community building initiative, which provided assistance to over two dozen communities throughout the greater Chicago region. Urban Land Institute Chicago, Public Policy Chair, 1999-Present He has chaired Urban Land Institute (ULI) Chicago’s Public Policy Committee since 1999. Through ULI, he has led over twenty technical assistance panels which have received national recognition awards, including articles in Urban Land Magazine and the subject of a Harvard University case study which profiled a 200 unit neighborhood redevelopment project in south suburban Riverdale that resulted in the construction of Whistler’s Crossing, which has received numerous award from LISC and the Metropolitan Planning Council. “10 Ways to Make Your Community Competitive”, Urban Land Institute Chicago, 2006; From Broad Shoulders to Broadband, Multi-Media Presentation and Report, ULI, 2004; Growing Sensibly: A Guidebook of Best Development Practices, MPC, 2001; “The Next Frontier,” Urban Land Magazine, 2001; and Technology and Sensible Growth, MPC, 2002. Village of Wilmette Plan Commission, Member 2007-12, Chair, 2013-2015 Author of: Mr. Goldstein began his career managing the Comprehensive Community Revitalization Program for Banana Kelly Community Improvement Association, a large community development corporation in New York City. Strategic/Economic Development Planning Process City of Warrenville, IL | 20 RESUME Business Districts, Inc. Terry Jenkins | Managing Director Experience For 12 years, Mr. Jenkins served as Executive Director of EvMark, the downtown management organization for the City of Evanston. Working in concert with the public/private corporation board of directors, Mr. Jenkins was fully responsible for the creation of annual goals and objectives. He was accountable to the volunteer board for the achievement of programming to attain those objectives. Under Mr. Jenkins’ direction, EvMark completed the development and implementation of a comprehensive physical plan for the forty-block area of downtown Evanston. This innovative plan was developed by a unique partnership of four local, prominent urban planning and design firms; EvMark board of directors, City of Evanston staff and elected officials, retailers, landowners, representatives of the arts, and the general public. Through Mr. Jenkins’ efforts, EvMark became a model for achieving results through an efficient part-time management process in concert with an equally efficient use of professional subcontractors to achieve complete program objectives. Prior to his association with EvMark, Terry Jenkins was Senior Vice President of Washington National Insurance Company. He held marketing and administrative responsibilities for multiple lines of business that encompassed $41 million in budgets, $80 million in premium income and a staff of six hundred. In addition to operating responsibilities, Mr. Jenkins was responsible for external relations with the community, including downtown Evanston and other business districts. While with Washington National, Mr. Jenkins served as the President of the Evanston Chamber of Commerce. Mr. Jenkins’ responsibilities with EvMark, Washington National and the Chamber of Commerce have provided him with a unique balance of experience. He has been involved in public/private downtown management, a corporate view of investment in the future of business districts, and line experience with the Chamber of Commerce in articulating its role in business district management and development. Having served on various committees and boards during the past twenty years, Mr. Jenkins has developed a strong understanding of the role of volunteer and not-for-profit efforts within a community. Mr. Jenkins served as Chairman of the United Way, was President of Evanston’s Comprehensive Drug Treatment Program, and has served as President of the Evanston School District 65 Project Earn and Learn. Mr. Jenkins was a member of the Evanston Committee on the Homeless. Mr. Jenkins was also a faculty member of Leadership Evanston. Utilizing this experience, Mr. Jenkins founded Business Districts, Inc. in 1992 and a sampling of the multitude of services provided to a very diverse group of communities is listed below. Education Mr. Jenkins is a graduate of Northern Illinois University (1969). He has received a Fellowship in the Life Office Management Association. Mr. Jenkins is also a Chartered Life Underwriter and is a graduate of the Life Office Management Association Executive School. 21 | Strategic/Economic Development Planning Process City of Warrenville, IL RESUME Business Districts, Inc. Terry Jenkins | Managing Director Selected Experience Corridor Development Action Plans Roosevelt Road, Broadview, IL; Madison Street, Forest Park, IL; Front Street, Mokena, IL; South Gateway, South Bend, IN; Western Avenue, South Bend, IN; Lincoln Way, South Bend, IN; Portage Avenue, South Bend, IN; The Calumet Expressway Corridor, The Harlem Avenue Corridor, The Route 30 Corridor, The Metra Electric Corridor; Roosevelt Road, Berkeley, IL; The Calumet River Corridor; Sauganash Neighborhood, Chicago, IL. Downtown Aurora, IL; Glenwood, IL; Fox River Grove, IL; Itasca, IL; Hammond, IN; Mundelein, IL; Oconomowoc, WI ; Champaign, IL; Montgomery, IL; Burlington, IA; Muscatine, IA; Quincy, IL; Rockford, IL; Lake Forest, IL; Lake Bluff, IL; South Bend, IN; Winnetka, IL; Glenwood, IL; Blue Island, IL; Grayslake, IL; Elkhorn, WI; Park Ridge, IL; Homewood , IL; Evanston, IL; Highland Park, IL; Woodstock, IL; Zion, IL; Hazel Crest, IL; Mequon, WI; Plymouth, IN; Thornton, IL; Kenosha, WI; Midlothian, IL; East Dundee, IL; Steger, IL; Western Springs, IL; Canton, IL; Macomb, IL; Richton Park, IL; Sugar Grove, IL.; Urbana, IL. Supportive Services Champaign, IL; Itasca, IL; Grayslake, IL; over fifty communities under the South Suburban Mayors and Managers Association; Roosevelt Road, Broadview, IL; Glenwood, IL.; Front Street, Mokena, IL; Downtown South Bend, South Bend, IN; Quincy, IL; Fox River Grove, IL; Elkhorn, WI; Park Ridge, IL; Homewood, IL; Evanston, IL; Zion, IL; Hazel Crest, IL; Plymouth, IN; Thornton, IL. Special Studies and Projects Champaign, IL; Dolton, IL; RTA Metra TOD Iⅈ Pittsburgh, PA; Mundelein,IL. TOD; Elgin,IL. TOD; St. Charles, IL; Peoria, IL; Detroit, MI; Westfield, IN; Fox Lake, IL TOD; Carpentersville, IL; Columbia, SC; The Cook County Assessor’s Tax Reactivation Program; St. Charles, IL; Maywood, IL; Blue Island, IL; Bloomingdale, IL; Forest Park, IL; Lakewood, IL; Sugar Grove, IL; DeKalb, IL; Fort Harrison, IN; Tinley Park, IL. Strategic/Economic Development Planning Process City of Warrenville, IL | 22 RESUME Business Districts, Inc. Diane Williams | Director Experience Diane Williams joined Business Districts, Inc. in 2003 with a unique combination of public and private sector experiences and skills. Diane’s careers in both sectors encompass three decades of experience in understanding markets and their relationship to strategy development, and within the last decade, their significance to commercial district revitalization and preservation economics. During Diane’s first five years with Business Districts, Inc., she also served as the Executive Director of Evmark (now Downtown Evanston), the downtown marketing and management organization in Evanston, Illinois. Previously, Diane served as the Assistant State Coordinator for Illinois’ statewide Main Street program. While with Illinois Main Street, Diane provided technical and consultative services on commercial district economic issues to Illinois’ nearly 60 local Main Street programs. Diane’s work with these local organizations encompassed downtown strategy development, market data assessments, market opportunity assessments, financial incentive development, local program evaluation, and historic preservation issues. Prior to pursuing graduate studies in historic preservation, Diane Williams was a Vice President at Citibank in Chicago. She has twenty-one years of banking experience, including thirteen as a commercial banker to the small business market. During her banking career, Diane had varied opportunities, including managing a start-up small business banking unit, selling banking services to small business owners, developing new market strategies, directing new product introductions, and conducting training for new bankers. Diane has presented at local, state, and national Main Street meetings on successful financial incentive programs, small business financing, market analysis tools and strategies, and working with downtown property owners. Education Diane has a Bachelor’s degree from Rosary College, now Dominican University, in River Forest, Illinois and a Master’s degree in Historic Preservation from The School of the Art Institute of Chicago. She has completed undergraduate business courses at Northwestern University and M. B. A. coursework at DePaul University. Diane is also a graduate of the National Main Street Center’s Certification Institute in commercial district revitalization. Selected Project Experience Market Analysis and Economic Development Projects Evanston, IL; South Bend, IN; Plymouth, IN; Matteson, IL; Thornton, IL; Libertyville, IL; Madison, WI; Plano, IL; Plainfield, IL; Elmhurst, IL; South Suburban Mayors and Managers Association; Long Grove, IL; Mountain Brook, AL; Itasca, IL; Crete, IL; Naperville, IL, Oak Park, IL; Itasca, IL; Cook County, IL; Frankfort, IL; Berkeley, IL; Crystal Lake, IL; Sugar Grove, IL; Steger, IL; Rockton, IL: DeKalb, IL; Andersonville Development Corporation, Chicago, IL; Shorewood, WI; Grayslake, IL; Hammond, IN; Westfield, IN; Montgomery, IL; Bensenville, IL; Angola, IN; Lockport, IL; Urbana, IL; Lombard, IL; Mt. Prospect, IL; Moline, IL; Mundelein, IL; Pingree Grove, IL; Mount Washington Community Development Corporation, Pittsburgh, PA; Glenwood, IL; Oconomowoc, WI; Forest Park, IL. Historic Preservation and Main Street Projects National Trust Main Street Center, Washington DC; Clare, MI; Royal Oak, MI; Grand Haven, MI; Ishpeming, MI; Stevens Point, WI; New York Main Street; Syracuse, NY; Sherman, NY; Bath, NY; Dixon Springs Agricultural Center, Dixon Springs, IL; Oak Park, IL: Illinois Historic Preservation Agency, Springfield, IL (Lincoln’s New Salem, Petersburg, IL); Illinois Main Street; Urban Land Institute (ULI) Technical Assistance Panels for the Rosenwald Apartments and the Pullman State Historic Site. 23 | Strategic/Economic Development Planning Process City of Warrenville, IL RESUME Business Districts, Inc. Bridget Lane | Director Experience Bridget Lane specializes in commercial revitalization strategy, fiscal impact analysis, market analysis, and retail business development. Her ten years of experience as a retailing executive, seven years as a professor at Chicago’s DePaul University and three years managing Downtown Evanston serve as a practical foundation for her market research and business development consultations. Recent clients included communities as diverse as Lake Forest, Illinois; Mountain Brook, Alabama; and Plymouth, Indiana. Bridget also has led retail business recruitment efforts and workshops in business development for community development leaders. At the request of Plainfield, Illinois, she analyzed the impact of a proposed 250 unit residential development. She developed store audits for a major upscale man’s clothier, created a retail store concept for a successful wholesaler, and developed the marketing strategy for a newly created tax-exempt foundation. Bridget conducts the basic research and analysis necessary to create business development and marketing strategies, moderates focus groups, and develops consumer surveys. Residential development impacts, industrial recruitment, neighborhood retail business development and mixed-use project enhancement have all been subjects of Bridget's research and consulting work. She created university courses covering retail management, advertising, introductory marketing and personal selling. Bridget began her retailing career at Jb Robinson Jewelers, where she had line responsibility for sales and profits in the company's largest region. She also sat on the executive committee charged with policy development during the company's rapid expansion. She developed sales, expense and profit budgets. New store location, display and start-up were under her supervision. She implemented employee hiring and development programs. Earlier in her career, Bridget served as a public and legislative relations coordinator for the Illinois Department of Conservation. She was also a preservation planner at the National Trust for Historic Preservation in the United States. Affiliations Bridget Lane has served on various committees and boards during the past 15 years, including a term on her community’s Economic Development Corporation, a position as Trustee of the District 64 Elementary Learning Foundation, and treasurer of the Pickwick Theatre Council. Education Before obtaining a Master's Degree in Business Administration from the Harvard Business School, Bridget graduated from the University of Illinois with a degree in Urban Planning. Strategic/Economic Development Planning Process City of Warrenville, IL | 24 RESUME Business Districts, Inc. Bridget Lane | Director Selected Project Experience Downtown and Corridor Business Development Action Plans Downtown Plano, IL; Downtown Yorkville, IL; Sugar Grove, IL; Addison, IL; Chicago Avenue, Oak Park, IL; Marengo, IL; Downtown Romeoville, Romeoville, IL; Downtown Mequon/Thiensville, Mequon, WI; Downtown Matteson, Matteson, IL; Downtown Plainfield, Plainfield, IN; Calumet Corridor, Harlem Avenue Corridor, and Lincoln Avenue Corridor, Route 30 Corridor, Metra Electric Corridor, South Suburban Mayors and Managers Association; Downtown Zion, IL; Massachusetts Avenue, Indianapolis, IN; Route 30, North Aurora, IL; East Dundee, IL; Frankfort, IL; Downtown Burlington, Burlington, IA; Madison Street, Forest Park, IL; Roosevelt Road, Broadview, IL; Downtown Quincy, Quincy, IL; Downtown Rockford, Rockford, IL; Downtown Roselle, Roselle, IL; Front Street, Mokena, IL; Downtown Lake Forest, Lake Forest, IL; South Gateway, South Bend, IN; Downtown Lake Bluff, Lake Bluff, IL; Downtown South Bend, South Bend, IN; Lincoln Way West, South Bend, IN; Western Avenue, South Bend, IN; Downtown Winnetka, Winnetka, IL; Portage Avenue, South Bend, IN; Downtown Grayslake, Grayslake, IL; Downtown Elkhorn, Elkhorn, WI., Oakland Street, Shorewood, WI. Store Development Naper Settlement, Naperville, IL; I Dream in Color, Hyde Park, Chicago, IL; New Balance Shoes, Highland Park, IL; Bountiful Board, Lincoln Park, Chicago, IL; Aubrey’s of Barrington, Barrington, IL; Franklin Products, Chicago, IL; Bigsby & Kruthers, Chicago, IL. Retailer Development Workshops Topics: Making an Old Store Look Good; 50 Ideas to Jump-Start Your Holiday Sales; Get More Bang for Your Advertising Buck; Power-up Your Staff to Sell More; Low Cost Loss Prevention; You Can Control Your Inventory; 50 Tips that Build Store Profits. Communities: Libertyville, IL; Blue Island, IL; Nappanee, IN; Evanston, IL; Glen Ellyn, IL; Homewood, IL; Highland Park, IL; Park Ridge, IL; Hyde Park, Chicago, IL; Woodstock, IL. Community Surveys Kenilworth, IL; Rockford, IL; Broadview, IL; Clarendon Hills, IL; Park Ridge, IL; Olympia Fields, IL; Hampshire, IL; Plainfield, IL, LaGrange Park, IL; Lake Forest, IL; Andersonville Neighborhood, Chicago, IL College Level Courses Developed Introduction to Marketing Personal Selling Retail Management Advertising Advertising Campaigns 25 | Strategic/Economic Development Planning Process City of Warrenville, IL 5 Project Scope The tasks established by the City and provided in the Request for Qualifications and Proposals provide a solid structure for the strategic planning process. The services our team proposes to provide for each task are outlined below. As noted earlier in the Approach section, the consultant expects to work jointly with the staff in conducting the strategic plan process – the task descriptions below reflect that approach. Based on the project budget requirements we are open to further discuss how work tasks can be approached in order to make best use of city resources; applying consultant expertise and experience where it is found to be most advantageous to the Warrenville. TASK 1 Project Definition, Orginization, Research, Data, Collection & Evaluation A project initiation meeting will be held between the consultant and City staff. The meeting will include points noted in the RFP with the intent of developing shared understanding and expectations for the plan process. Of particular importance is developing the lists of those stakeholders to be part of the process and reviewing the curriculum for staff and City Council training. The consultant will review existing long term planning policy documents prepared by the City in order to understand past practice and policy initiatives. The consultant will design and work with staff to establish a design theme (brand) for the various work products to be produced throughout the process. This will identify the project as unique and important in the community, and be carried through all reports and related materials (website, newsletters, etc.). Training for City Council and senior staff will be conducted through Economic Development 101 class and Strategic Thinking session. For the City Council Economic Development 101 class (at which staff will participate) the format we recommend is an informal presentation with extensive questions and answers. The consultant will prepare and lead a presentation; working with staff to ensure it reflects Warrenville’s experience with economic development. The workshop would be structured around a few key points (“take aways”) for the Council, whose questions and comments would be welcome throughout. This approach, similar to a small college class, facilitates participation by the group – an essential element to learning. The Strategic Thinking session with staff is recommended as a workshop format. A lecture approach is not helpful in removing people from thinking more about daily work responsibilities. The workshop would focus on a “case study” and have the consultant lead a problem solving session. The case should be a true life, big picture economic development issue for the City. In this way the workshop can support a chance for the group to think beyond daily tasks and provide insight to one of the issues to be addressed in the plan process. TASK 2 Resident Strategic Plan Input Report The consultant will review the survey responses from the community, work with staff to determine appropriate further evaluation of results, and review and comment on the staff prepared Resident Strategic Plan Input Report. These evaluations will be applied to future project tasks, particularly identifying the economic development goals and priorities of the City. Consultant will format the final Resident Strategic Plan Input Report based on the established design theme and provide an electronic original document to the City. Strategic/Economic Development Planning Process City of Warrenville, IL | 26 TASK 3 Specialized Stakeholder Strategic Plan Input Report TASK 5 Economic Development Strategic Plan Input Report The consultant will work with City staff in preparing for stakeholder meetings, will attend a portion of the meetings, and will review the staff drafted Specialized Stakeholder Strategic Plan Input Report. Consultant will format the final report based on the established design theme and provide an electronic original document to the City. Consultant will lead focus groups, as organized by City staff, to refine and focus the themes and concepts developed by the process so far. As noted in the RFP, workshops / focus groups would be conducted with, members of the business community, community stakeholders, city senior staff, and parties from outside Warrenville. TASK 4 Economic Development White Paper The most significant information collected from this task and those previous will be compiled into an Economic Development Input Report (The consultant will draft this document with support from city staff). The report will include draft economic development goals and objectives. The report will be presented by the consultant to the City Council Committee of the Whole. Consultant will format the Economic Development Strategic Plan Input Report based on the established design theme and provide an electronic original document to the City. The consultant will compile research conducted to date and done as part of this task into an Economic Development White Paper. The document will evaluate assets and opportunities in Warrenville related to economic development, and present initial goals and outcomes for future economic development activities. As appropriate, the consultant also will evaluate results of completed business surveys and note them in the report. A draft prepared by the consultant will be provided for review and comment, and will be revised prior to a presentation to the Economic Development Representatives Workgroup (the consultant will attend the meeting and participate in the session). The report will be revised as needed to reflect input from the Workgroup. Consultant will format the Economic Development White Paper based on the established design theme and provide an electronic original document to the City. TASK 6 City Council Strategic Input Report The consultant will participate in meetings with City Council members to review project work to date and secure input from Council members. The consultant will support city staff, who will draft and present the City Council Strategic Plan Input Report presentation. Consultant will format the city Council Strategic Plan Input Report based on the established design theme and provide an electronic original document to the City. As part of this task, the consultant (working with staff) will identity communities with successful economic development programs. The relevant best practices and methods for success will be evaluated, considered for their relevance to Warrenville, and documented. 27 | Strategic/Economic Development Planning Process City of Warrenville, IL TASK 7 Draft Strategic/Economic Development Plan The consultant will work with staff to support their compiling previous project work into a Draft Strategic/Economic Development Plan. In addition, consultant will attend two strategic planning team meetings to refine and prioritize plan goals, objectives, and action steps. In addition, consultant will support staff preparation for and will attend a final Workgroup meeting. As needed, the consultant will review and provide input on the revised plan. The final plan will be built on the previous work conducted and be a clear statement of goals, objectives and action steps to be taken in implementing the plan. In addition, necessary resources and expected time frames for short, medium and long term actions will be included. The consultants will work with staff to ensure that the aims, actions, and timelines are strong enough to secure meaningful economic development success, but also realistic for the city. Consultant will format the Final Strategic Plan based on the established design theme and provide an electronic original document to the City. OPTIONAL TASK Project Web Site Many of the assignments conducted by Teska Associates that include ongoing public participation are supported by a project specific web site. The site serves as a forum for input and comment, a calendar of events, a repository for interim reports and studies. While not incorporated into the scope or cost proposed here, we could provide this service as part of the project. Alternatively, should the city desire to develop and maintain such a section of its own website for this purpose, Teska staff could share experiences and suggestions in support of that approach. TASK 8 Adoption of Final Draft Strategic/Economic Development Plan The consultant will provide support in preparation of, and will attend the public meeting at which the plan is presented. Strategic/Economic Development Planning Process City of Warrenville, IL | 28 6 Project Budget & Timeline The budget for the work program outlined in this proposal are based on the hourly rates, project hours, and direct project expenses (including travel, document reproduction, and out of pocket expenditures). We propose to conduct the project for a not to exceed cost of $39,000. As noted earlier, understanding that the Warrenville Strategic / Economic Development Planning is to be done jointly between staff and consultant, the time estimates outlined here reflect the best projection consulting time resources to be available for the project. Please note that upon selection, we are open to working with the city to further refine the budget and work plan described here to best meet the city’s needs. TASK 1 Project Definition, Orginization, Research, Data, Collection & Evaluation Task Personnel / Hours: Michael Blue: 22 Malika Hainer: 24 Erin Cigliano 10 Terry Jenkins: 11 TASK 2 Resident Strategic Plan Input Report Task Personnel / Hours: Michael Blue: 16 Erin Cigliano 5 TASK 3 Specialized Stakeholder Strategic Plan Input Report Task Personnel / Hours: Michael Blue: 16 Erin Cigliano 5 TASK 4 Economic Development White Paper Task Personnel / Hours: Michael Blue: 18 Malika Hainer: 42 Erin Cigliano 5 Terry Jenkins: 6 Diane Williams: 15 TASK 5 Economic Development Strategic Plan Input Report Task Personnel / Hours: 29 | Michael Blue: 44 Malika Hainer: 50 Erin Cigliano 5 Terry Jenkins: 8 Task Expenditure $8,600 $2,900 $2,900 $10,500 $13,500 Strategic/Economic Development Planning Process City of Warrenville, IL TASK 6 $2,300 City Council Strategic Input Report Task Personnel / Hours: Michael Blue: 12 Erin Cigliano 5 TASK 7 $5,300 Draft Strategic/Economic Development Plan Task Personnel / Hours: Michael Blue: 18 Erin Cigliano 16 Terry Jenkins: 5 TASK 8 $800 Adoption of Final Draft Strategic/Economic Development Plan Task Personnel / Hours: Michael Blue: 5 $46,800 Grand Total Rates for Profesional Services Teska Associates, Inc. Business Districts, Inc. Michael Blue $150/hour Terry Jenkins $175/hour Erin Cigliano $95/hour Diane Williams $150/hour Malika Hainer $90/hour Timeline The timeline for completing any project is greatly impacted by the degree of public participation (simply scheduling meetings at times available for the majority of participants can be difficult). That will be the case with this project. In addition, it has been our experience that facilitating public meetings in December is very difficult; however, work tasks can certainly be completed. We anticipate that the project will likely run through June of 2014; with project milestones outlined below. December Initiate project, develop training sessions, review existing data and work products January February Conduct training, Resident Strategic Planning Input Report, Specialized Stakeholder meeting, begin work on White Paper Strategic/Economic Development Planning Process City of Warrenville, IL March April May June Complete draft White Paper and present to workgroup, outline strategic input meetings Conduct focus groups/ interviews; Economic Development Input Report, presentation to City Council City Council Interviews, City Council Input Report, Strategic Planning team meetings, workgroup meeting, begin draft of final plan. Finalize Strategic Economic Development Plan Report, City Council Presentation. | 30 City of Warrenville Strategic/Economic Development Planning Process RFP/Q Tabulation Sheet Davolos 1 2 3 4 5 6 7 8 9 10 11 Goodman 1 2 3 4 5 6 7 8 9 10 11 Total Understanding of SP Methods Understanding of Info/Data Analysis ED Experience/Expertise Approach & Methodology Consistency with Goals, Objectives & Tasks Record and Experience Cost Capability/Resources to Complete Project Project Staffing References Unique Qualities of the Firm Katona $29,300 31 6 3 3 3 3 2 6 3 0 2 0 Miller $34,100 38 6 6 3 3 3 4 6 3 2 2 0 NIU $36,150 40 6 3 6 3 3 4 6 3 2 2 2 Teska $39,000 78 9 9 9 9 9 6 6 9 4 6 2 Total Understanding of SP Methods Understanding of Info/Data Analysis ED Experience/Expertise Approach & Methodology Consistency with Goals, Objectives & Tasks Record and Experience Cost Capability/Resources to Complete Project Project Staffing References Unique Qualities of the Firm 45.9 6 6 6 5.4 6 4 6 1.5 2 2 1 72.5 9 8.4 7.5 7.5 9 5 6 7.5 5.6 4 3 66.7 8.4 8.1 7.5 7.5 6.6 4.8 5.8 6 4 6 2 57.8 6 5.1 6 6 6 4.6 5.6 6 5 5 2.5 Ancel‐Glink Cook $51,400 $52,000‐$63,855 39 25 6 3 3 3 3 3 3 3 3 3 4 2 4 2 3 0 2 2 6 4 2 0 54.4 5.1 5.1 6.6 6 6.6 4 4 6 4 6 1 49.3 4.5 9 4.5 5.1 5.4 4 3 5.4 3 3.4 2 Gruen $56,000 42 6 6 6 3 3 4 2 6 2 4 0 Mgment $57,990 44 6 6 3 6 3 4 2 6 4 4 0 H‐L $59,360 75 9 9 9 9 9 6 2 9 4 6 3 SB $60,000 76 9 9 9 9 9 6 2 9 6 6 2 62.1 8.4 9 6 6.6 7.5 4 3.8 6 4.8 4 2 57.5 6.6 6 7.5 7.5 6 4 3.6 6 4.4 3.4 2.5 74.8 9 7.5 9 7.5 8.4 6 3.4 9 6 6 3 75.5 9 8.4 9 8.4 7.5 6 3.2 9 6 6 3 1 of 2 City of Warrenville Strategic/Economic Development Planning Process RFP/Q Tabulation Sheet 1 2 3 4 5 6 7 8 9 10 11 Total Understanding of SP Methods Understanding of Info/Data Analysis ED Experience/Expertise Approach & Methodology Consistency with Goals, Objectives & Tasks Record and Experience Cost Capability/Resources to Complete Project Project Staffing References Unique Qualities of the Firm Katona $29,300 63 9 6 9 9 9 4 6 3 2 4 2 1 2 3 4 5 6 7 8 9 10 11 Total Understanding of SP Methods Understanding of Info/Data Analysis ED Experience/Expertise Approach & Methodology Consistency with Goals, Objectives & Tasks Record and Experience Cost Capability/Resources to Complete Project Project Staffing References Unique Qualities of the Firm 56 6 6 6 6 6 4 6 6 6 2 2 McMahon Mentzer Miller $34,100 58 6 6 9 9 3 4 6 6 4 4 1 NIU $36,150 43 6 6 3 6 3 2 6 6 2 2 1 Teska $39,000 72 6 6 9 9 9 6 6 9 6 4 2 51 6 6 9 6 3 4 4 6 2 4 1 50 6 6 6 6 6 2 4 6 4 2 2 62 6 6 9 6 6 6 4 9 4 4 2 Ancel‐Glink Cook $51,400 $52,000‐$63,855 57 41 0 3 6 6 9 6 6 6 3 3 6 2 4 4 9 6 6 2 6 2 2 1 21 0 0 3 3 3 2 2 3 2 2 1 54 6 6 6 9 6 4 2 6 4 4 1 Gruen $56,000 63 6 9 9 6 3 6 4 6 6 6 2 Mgment $57,990 68 9 6 9 9 9 4 4 6 6 4 2 H‐L $59,360 53 3 6 9 6 3 6 4 6 6 4 0 SB $60,000 62 3 6 9 9 6 2 4 9 6 6 2 42 3 6 6 3 3 2 2 6 4 6 1 46 6 6 6 3 3 6 2 6 4 4 0 45 6 6 6 6 3 4 2 6 2 4 0 48 3 9 6 6 6 2 2 6 2 4 2 Gold ‐ 1st Silver ‐ 2nd Bronze ‐ 3rd Blue Ribbon ‐ 4th 2 of 2