Comprehensive Land Use Plan and Unified

Transcription

To: Mayor and Town Council Members
From: Michael Boaz
RE: UDO Development Proposals
Date: March 21, 2013
At the January Town Council meeting, the Council approved a draft RFP for the development of
a Unified Development Ordinance for the Town. This ordinance would replace our existing
planning & zoning and subdivision ordinances. I published an ad in the Asheville Citizen Times
announcing that the RFP was available, the RFP was posted to the Town’s website, and I posted
the RFP on the North Carolina Chapter of the American Planning Association Website. We
received four responses to the RFP. The Chart below shows the firms that responded and the
proposed cost. I will provide an evaluation of each proposal and finally a recommendation as to
which proposal the Council should accept.
Firm Name
Prime Works Consulting
Benchmark CMR
Holland Consulting Planners
NFocus Planning
$33,750
$67,800
$69,800
$97,904
Proposal Cost
Prime Works Consulting is a relatively new firm that does not have a great deal of experience in
this area. The firm is made up of the former manager and public works director/engineer of Oak
Island, NC. While the price for this proposal is very attractive, I do not believe that this group
has the requisite experience to do the job well, particularly with regard to the development of the
design guidelines. In their proposal, Prime Works states that they will research modern planning
practices and incorporate them into our UDO. While we certainly want to use modern planning
practices, it concerns me that they will have to research this. The other firms are much more
experienced and already understand what modern planning practices are. Finally, I am not
satisfied with the approach that this firm plans to take with the public involvement aspect of the
project. They do not seem to have any experience in website development and therefore I am
concerned that this part of the project will be lacking. In addition, they do not propose to have
the same number of charrettes or design workshops as the other respondents.
Benchmark CMR is the same company that recently completed the update of the Town’s
Comprehensive Land Use Plan. Their proposal demonstrates that they have a great deal of
experience in completing similar projects for other NC local governments. Given our experience
with the team that will be assigned to this project, I have no doubt that they have the requisite
skills, experience, and knowledge about modern planning practices to do an excellent job on this
project. Furthermore, they have an understanding of the Town and the issues that it faces.
Finally, I like their approach to the public involvement portion of the project. They plan to do
stakeholder interviews over a period of several days as well as two, two day design workshops to
guide the development of the “pattern books.”
Holland Consulting Planners also clearly has a great deal of experience in completing these types
of projects. They plan to use much the same process for completion of the project as Benchmark
including using a similar process for public involvement. I believe that this firm could also do a
very good job with this project.
The final proposal is from NFocus Planning. This group plans to use much the same process and
public involvement plan as the previous two firms. NFocus actually plans to hold more design
charrettes than the other groups. However, this greatly increases the cost of the project. I am
concerned that they propose to use a model code and do not plan to craft our UDO to meet our
individual needs. Certainly they will make some adjustments to the model to meet Weaverville’s
needs, but for this type of money I would prefer a more custom approach to our project.
During the January meeting, Council asked that I speak with the COG, the City of Asheville, and
Buncombe County about whether they would be interested in helping with this project. The
COG has told me that they are not currently in a position to take on this type of project. The City
of Asheville and Buncombe County both indicated that they did not have the staff time to
complete this project.
I would recommend that Council authorize me to enter into a contract with Benchmark CMR to
complete the project. While they do not have the lowest cost, they have the lowest cost among
those firms that I believe are qualified to complete the project. They have experience with the
Town and our staff and Boards, they have done this a number of times for other local
governments, they have an architect on staff to help with the pattern books, and finally we have
had good experience with this group.
If we enter into this contract at the April 15 Town Council meeting, we will spend approximately
$7,000 between then and the end of the current fiscal year. We currently have just under
$12,000 remaining in the Economic Development line item, after subtracting what we will pay to
the Asheville Buncombe EDC before the end of this fiscal year. The remainder of the project
will be funded by next year’s budget. This will likely be a fund balance item as it is a one time
study project.
I have included copies of each of the proposals with this memo. I look forward to answering
your questions and discussing this with Council.
Statement of Proposal
Town of Weaverville, North Carolina
Unified Development Ordinance
Submitted by:
CONTACT INFORMATION:
Benchmark CMR, Inc.
118 South Main Street
Kannapolis, NC 28081
Land Use Planning, Downtown Development,
Strategic Planning, Economic Development,
Master Plans, Local Government Staffing,
Geographic Information Systems Mapping &
Management, Land Development Ordinances,
Zoning Regulations, Design Guidelines and
Comprehensive Planning.
Primary Contact:
Jason Epley, AICP, CPM
Executive Vice President
[email protected]
1.800.650.3925
Town of Weaverville, NC
Benchmark CMR, Inc.
February 26, 2013
Kannapolis, NC 28081
(800) 650-3925
(704) 933-5990
(704) 933-6160 fax
www.benchmarkplanning.com
February 26, 2013
Michael Boaz, Town Manager
Town of Weaverville
Weaverville, NC 28787
Dear Mr. Boaz and Selection Committee:
We thank you for the opportunity to submit our statement of qualifications and proposal to partner with the
Town of Weaverville, its citizens, business leaders, volunteers, staff and elected officials in the development of
a Unified Development Ordinance and Pattern Books .
Benchmark has a long history of success, providing assistance to well over 300 communities across North
Carolina and throughout the United States in the areas of comprehensive planning, unified development
ordinance preparation, community development grant administration, GIS mapping, zoning administration
and code enforcement. The team of planning practitioners proposed for this project includes individuals with
over 75 years of planning experience, all who have previously served as directors and senior level staff for a
variety of municipal, county, regional and state government agencies.
Benchmark’s key ordinance writing staff is not just a team of former planners and planning directors sitting in
an office writing ordinances for clients; our team remains engaged in the day-to-day matters of administering
and enforcing ordinances, ensuring that the ordinances we write remain easy to understand and implement.
Our team members serve as planning directors or staff planners in our client communities each week. This
sets us apart from typical consulting firms because of the constant exposure we gain from the practical
application of our knowledge as we interact with developers and citizens on a regular basis, often
administering the ordinances we have authored.
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February 26, 2013
Benchmark carefully considered the project requirements and has highlighted the specific areas that our
Project Team is particularly qualified in assisting the Town on this project:

We develop ordinances that are easy to understand through the use of illustrations, maps, charts and
text in a clear and organized framework.

We facilitate successful public involvement and consensus building through interviews, work sessions,
public meetings, design charrettes and surveys.

We have extensive experience preparing and successfully implementing design guidelines.

We develop and maintain interactive websites that encourage public engagement, involvement and
comment throughout the process.

We prepare digital mapping products that can be easily updated.

We provide our client communities with a staff dedicated to meeting our clients’ needs and exceeding
our clients’ expectations.
We look forward to the possibility of working with you and helping the Town prepare a new Unified
Development Ordinance and Pattern Books that address the unique characteristics of Weaverville. We
welcome the chance to present our proposal in more detail – learning more about your thoughts and desires
for the Unified Development Ordinance and the final document.
If you have any additional questions or need additional information that is not covered in the proposal, please
feel free to contact me at 800.650.3925 x106 or via email at [email protected].
Respectfully,
Jason M. Epley, AICP, CPM
Executive Vice President
Special Projects
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February 26, 2013
SECTION ONE. FIRM QUALIFICATIONS
Benchmark CMR, Inc. is a leader and innovator in local government contracting and outsourcing. Over the
thirty year history of the firm, Benchmark has grown into a multi-faceted local government service provider
specializing in land use and comprehensive planning, community development, urban design, geographic
information systems, downtown development and professional staffing services. Benchmark’s practice is
focused solely on public sector contracts and projects, with clients including municipal, county, regional and
state government entities. The ongoing relationships that Benchmark maintains with their client communities,
some dating back to the founding of the firm in 1982, speak to the high quality of service and dedication to
exceeding their clients’ project needs and expectations. The unique skills and experience that Benchmark’s
team brings to each project includes their ability to maximize meaningful public input through diverse,
interactive and responsive public engagement techniques, a focus on high quality mapping and graphics –
including photo simulation and 3-D visualization, and a history of successful plan and ordinance
implementation, with Benchmark’s team often continuing their service in a community following the
conclusion of the project to ensure that the client’s goals are met.
In the last six years, Benchmark has completed over thirty similar projects that have included unified
development ordinances and comprehensive land use plans. We include extensive public engagement and
input, enhanced illustrations and effective implementation strategies and guidelines in all of our clients’
projects.
Each planning process includes a stand-alone project website to facilitate more meaningful
participation throughout the process, while the plans and ordinances include an array of illustrations.
We have recently completed ordinance work or are currently preparing ordinances and guidelines in the
following communities:

Village of Lake Park, NC – Unified Development Ordinance

Walterboro, SC – Unified Development Ordinance

Town of Waxhaw, NC – Historic District Guidelines

Town of Forest City, NC – Unified Development Ordinance

Town of Southern Pines, NC – Historic District Guidelines
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Consultant Team Members
It is proposed that Jason Epley, AICP, Executive Vice President, will serve as the overall Project Manager and
main point of contact during the project. Mr. Epley has worked with over seventy municipalities and thirty
counties on a variety of planning and design projects. Mr. Epley is currently leading projects in North Carolina
and four other states across the country. Assisting Mr. Epley on this assignment will be Vagn Hansen, AICP,
Kris Krider, AICP, Assoc. AIA, LEED Green Assoc., Erin Burris, AICP and Richard Smith, MPA. The chart below
demonstrates how each team member will contribute to this process. The Project Team resumes are listed on
the following pages. The project team has the capacity and will be available to meet the demands of the entire
project within the schedule as presented.
Proposed Team
Team Member Roles
Contribution to
Scope
Jason Epley, AICP, CPM
Project Manager – Primary author of the pattern book, design
guidelines, meeting facilitation.
Major
Vagn Hansen, AICP
Primary author of the UDO, meeting facilitation.
Major
Kris Krider, AICP, Assoc. AIA,
LEED Green Assoc.
Pattern book, design guidelines, architectural illustrations,
meeting facilitation.
Major
Erin Burris, AICP
Unified Development Ordinance framework and development
review process.
Minor
Richard Smith, MPA
Meeting assistance, draft ordinance review.
Minor
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Team Member
Participation
Anticipated
Completion
Date
Jason Epley, Vagn Hansen
April 2013
Town of Forest City, NC – UDO
Erin Burris
May 2013
Village of Lake Park, NC – UDO
Vagn Hansen
May 2013
June 2013
City of Portales, NM – Regional Land Use Analysis & Ordinance (2 counties, 2 cities)
Erin Burris
Jason Epley, Vagn Hansen,
Kris Krider
City of St. Robert, MO - Regional Land Use Study (4 counties)
Current Projects / Workload for Benchmark Team Members
Richland County, SC – Overlay Zoning District and Small Area Plans
Town of Southern Pines, NC – Historic District Guidelines
Greensboro, NC - Piedmont Together – Community Design Workshops
Kris Krider
Kris Krider
Town of Angier, NC – Pedestrian Plan
City of Clinton, NC – Bicycle Plan
City of Petersburg, VA – Regional Land Use Study (3 counties, 3 cities)
Planning & Zoning Administration (Kannapolis, Mount Airy, Midway, Bermuda
Run, Mount Pleasant)
Kris Krider, Erin Burris,
Vagn Hansen
June 2013
June 2013
September
2013
November
2013
November
2013
November
2013
Ongoing
Jason M. Epley, AICP, CPM – Executive Vice President
Education: Master of City and Regional Planning, Clemson University (1996)
BA Geography, University of North Carolina at Greensboro (1994)
Experience: Mr. Epley brings 17 years of experience in the planning profession to the
consulting team. His past positions have included working with municipal, county, regional
and state government planning programs throughout North Carolina. He specializes in
comprehensive planning, military related planning (Joint Land Use Studies), development
regulation, urban design, public involvement and meeting facilitation. Mr. Epley brings
additional expertise and experience with downtown development and design where he serves as the Executive
Director of the North Carolina Downtown Development Association. He has a wealth of experience helping
communities develop meaningful plans and sound implementation strategies in over 100 communities across
the country. A Certified Public Manager, Mr. Epley has managed a number of complex planning projects and
charrettes, including multi-jurisdictional projects and multi-disciplinary master planning teams. Mr. Epley is
currently leading four regional projects in New Mexico, Missouri, Virginia, and South Carolina. In North
Carolina, he is participating as a design team member for the Piedmont Together initiative, while leading
efforts with the City of Clinton’s Bicycle Plan and the Town of Angier’s Pedestrian Plan.
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Vagn K. Hansen II, AICP – Planner
Education: MA Applied Geography, University of North Carolina at Greensboro (2005)
BA Geography, University of North Carolina at Wilmington (2002)
Experience: Mr. Hansen offers 10 years of experience in the planning profession to the
consulting team. He has worked with large and small municipalities, as a consultant in state
government and now in the private sector. Mr. Hansen specializes in land use planning,
geographic information systems, development ordinances and zoning administration. Much
of his experience has been devoted to assisting recently incorporated municipalities with
the development of their initial land use plans and development ordinances.
Kris Krider, Assoc. AIA, AICP, LEED Green Assoc – Urban Designer and Planner
Education: MA Architecture, University of California at Berkley (1994)
BA Architecture, University of North Carolina at Charlotte (1985)
Experience: Mr. Krider brings more than 20 years of public and private planning and design
experience to Benchmark, most recently in the town of Davidson where he served as
planning director and economic development manager over the past eight years. While in
Davidson, Mr. Krider was responsible for directing numerous successful planning and
development initiatives, which included the rewrite of the Town’s development ordinances
that include rezoning efforts to create form-based building types. In other private sector positions, Mr. Krider
served as Senior Urban Designer for two nationally recognized design firms in San Francisco.
Erin Burris, AICP – Planner
Education: MA Geography, University of North Carolina at Charlotte (2004)
BA Architecture, University of North Carolina at Charlotte (2001)
Experience: Ms. Burris brings 11 years of experience in the planning field to the consulting
team. Her professional experience has been focused primarily in the Central Piedmont
region of North Carolina where she has served as a planner for municipal governments and now in the private
sector. Ms. Burris specializes in comprehensive planning, development ordinances, and zoning and subdivision
administration. Ms. Burris has extensive experience in assisting communities in western North Carolina with
land use planning and ordinance projects, including contract zoning administration in several mountain
communities.
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Richard Smith – Executive Vice President - Planner
Education: MA Public Administration, Appalachian State (2005)
BS Business Administration-Real Estate, Western Carolina (1992)
Experience: Mr. Smith has over 17 years of experience in local government planning, zoning
administration, and community development. His experience includes comprehensive
planning, zoning administration and enforcement, annexation, subdivision administration, community
development administration, public policy, and GIS administration. Mr. Smith also has over five years of
experience in the private sector where he worked with various planning and zoning jurisdictions in the
coordination of residential and commercial land use projects. Mr. Smith previously worked in various planning
and zoning capacities with Lincoln County and Catawba County, NC. Prior to joining Benchmark, Mr. Smith
served as Director of Planning and Community Development for Moore County, NC where he was responsible
for facilitating current and long-range planning duties, overseeing community development projects including
two major water districts, coordination of regional planning efforts, and administration of building services.
While with Benchmark, Mr. Smith served as the Planning Director for the City of Kannapolis, NC assisting with
the development of the North Carolina Research Campus.
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SECTION TWO: PROPOSED APPROACH AND SCHEDULE
Month 1 – Project Initiation and Stakeholder Interviews
Within 10 days of an agreement with the Town, Benchmark proposes to meet with Town Staff to finalize the
project approach and schedule the initial meetings with the Planning Board and Steering Committee. The
project team will also work with staff to identify the appropriate dates and locations for the upcoming
community input meetings (one general input meeting and two design workshops) and develop an advertising
strategy for those meetings.
We have found that it is helpful to interview key stakeholders in the community during the initial phase of this
type of project to help identify major issues and topics that will need to be addressed. For this project we
anticipate holding interviews with individual members of the Town Council, Planning Board, the Town
Manager, Zoning Administrator, Public Works Director and Fire Chief. Other stakeholders that would help in
the development of the UDO include local contractors and developers, design professionals, business owners
and others in the community who have had experience utilizing the current development regulations. As part
of the project initiation meeting, we will work with Town Staff to identify the stakeholders and establish an
interview schedule. We anticipate one to two days of stakeholder interviews, which can be held individually or
in groups, as appropriate.
The RFP states that the consultant is expected to give monthly updates to the Planning Board, and while we
propose to do so, our past experience working in Weaverville was greatly enhanced by our ability to work
closely with a combined small group of Council and Planning Board members, who served as the Steering
Committee for the Comprehensive Plan Update project. If possible, we would like to replicate this approach. If
this approach is chose, Steering Committee meetings will be scheduled so that they coincide with the dates of
the regularly scheduled Planning Board meetings. This approach will allow the Team to work through the finer
points of the UDO with representatives of both bodies simultaneously, ensuring good cross communication
throughout the project. If the town takes this approach, it will still allow the Planning Board as a whole to stay
informed of the process while maintaining their regular meeting schedule each month; and, hopefully,
lessening the amount of disruption that the project will cause to their review and hearing of regular business
items that come before the Board.
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Month 2 – Initial Community Input
Having established the general meeting schedule for the project, interviewed stakeholders and formed a
Steering Committee, the project team will then begin the process of gathering initial community input into the
process. As a first step in this phase of the project, a standalone project website will be developed to house
and disseminate information regarding the project, including meeting notices, background information,
interactive surveys, a feedback mechanism, results of the design workshops, and draft components of the new
UDO as they are completed. The website that our firm created and maintained for the Comprehensive Land
Use Plan Update process had a total of 2,034 site visits from 1,204 unique visitors during the duration of the
project, and we feel that the results will be as good or better for this project. This citizen participation and
information tool has even garnered excellent results since the completion of the project, with an additional
310 visits to the site following the adoption of the Comprehensive Plan Update.
It is proposed that the Team meet with both the Steering Committee and Planning Board at the beginning of
the second month of the project to kick-off the UDO development process with each group. The Steering
Committee will be assisting the Team with developing locally appropriate strategies for the initial community
input meeting and design workshops at this first meeting. The Steering Committee will also be asked to
comment on a draft public input survey that will be posted on the project website and made available at the
community input meetings. At the Planning Board meeting following the Steering Committee meeting, the
Team will brief the entire Board on the project, provide information regarding the upcoming community input
meeting and design workshops, and, time permitting, seek feedback from the Planning Board on the draft
survey.
Following these initial meetings, the Team will finalize the survey and post it to the project website. At a date
toward the end of the second month, the Team will lead a public meeting to receive input from the community
on the project. From this initial meeting, the Team hopes to learn about the general community experience
with the current development ordinances and identify key topics and issues from the community’s
perspective. Advertising for this meeting will be handled jointly by the Project Team and the Town, using the
Town’s website, the project website, local media and other methods, such as mailed notices in water bills
posters in key locations in Town and email communication with established community groups.
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Months 3 and 4 – UDO Framework Development and Design Workshops
The third month of the project will begin with the Project Team meeting with the Steering Committee and
Planning Board. These meetings will focus on reporting the results of the initial community input meetings and
giving an overview, from the Team’s perspective, of the strengths and weaknesses of the Town’s current
development ordinances. This “diagnostic” report will be based on the input that we have received from
stakeholders (including elected and appointed officials), Town Staff and the public, as well as our observations
on how closely the current ordinances align with best practices, the NC General Statutes and the Town’s
recently adopted Comprehensive Plan Update. The Steering Committee will be asked to give feedback on this
initial set of impressions to help the Team calibrate its development of the framework of the new UDO, and
the Planning Board will be given a general overview of the report, with a chance to comment, time permitting.
This report will be made available on the project website following review by the Steering Committee and
Planning Board.
The meetings held in the fourth month will be used to review the results of the community survey and present
a proposed framework for the new UDO to the Steering Committee and Planning Board. The draft framework
of the UDO will be based on all input received from the stakeholders, community and Steering Committee to
date, and will be designed in a manner to address any major issues that have been identified through our
review of the current ordinances. The draft framework will establish the outline of the UDO, including the
organizational structure of the document, and major topics/articles included in the new UDO. Broad principles
related to the administration of the ordinance, general organization of zoning districts and permitted uses,
development standards and basic design themes will be established at this point in the process. The
framework of the new UDO will be posted on the project website following review by the Steering Committee
and Planning Board.
The other major task in this phase of the project is for the Team to hold two design workshops, or
“charrettes”, for Downtown Weaverville and the Weaver Boulevard Corridor. These workshops will be used to
help the team begin building the design guidelines for these two distinct areas for inclusion in separate Pattern
Books that will be referenced by the UDO, as specified in the RFP. We anticipate holding a two-day interactive
workshop each month, with the first day of each workshop devoted to receiving input on the existing and
desired development character of each area, followed by a meeting on the evening of the second day where
the team will present an initial set of design themes to the public for their comment. As this is a complex part
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of the project, it is important to hold these workshops early in the process to allow enough time for the
development of the final design guidelines and Pattern books so that they are ready to present with the draft
UDO. The results of the design workshop, including all graphics produced during the meetings, will be posted
to the project website for public review and comment.
Months 5 through 8 – UDO Drafting
Following the establishment of the basic framework for the new UDO, the Team will begin the process of
drafting the ordinance; working closely with the Steering Committee and keeping the Planning Board informed
throughout this process. It is proposed that the UDO be presented to the Steering Committee in thematic
“modules” during this phase of the project. This will give the committee and the Team the opportunity to
address generally related issues by topic. The proposed review timeline for these modules is as follows:
Month 5: General Provisions and Process
Month 6: Zoning Districts and Zoning Map
Month 7: Development Standards
Month 8: Design Guidelines – for inclusion in Pattern Books
As each module is reviewed and commented on by the Steering Committee and presented in draft form to the
Planning Board, the team will begin revising the chapters of the ordinance based on the comments received.
The draft chapters will be posted to the project website following the meeting at which they are reviewed to
keep the public informed of the process during this phase. Following the review of the modules by the Steering
Committee and Planning Board, the Team will finalize a complete first draft of the UDO along with a draft of
the proposed zoning map.
Month 9 – Presentation of the First Draft of the UDO and Pattern Books
It is anticipated that the first draft of the UDO will be ready for presentation to the Steering Committee in
month nine of the process. The team will use the meetings this month to receive initial feedback on the first
draft of the ordinance, which will include all revisions to the initially proposed provisions that have been by the
Committee and Planning Board. It is proposed that the team brief the Town Council at this phase of the project
to ensure that no major issues have arisen during the process that have not yet been addressed. Once
completed, the first draft will be posted on the project website for public review and comment. During this
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timeframe, the team will also assist the Town with advertising the second community input meeting that will
be held the following month.
Month 10 – Community Input on the Draft UDO and Pattern Books
At the beginning of the tenth month, the Team will meet again with the Steering Committee to receive more
detailed feedback on the draft UDO following its presentation the previous month. The Planning Board as a
whole will also be given an opportunity to provide more detailed feedback at their meeting this month. The
second community input meeting will be held this month to receive citizen feedback on the first draft of the
UDO. Following the final review of the first draft of the UDO and Pattern Books by the Steering Committee,
Planning Board and the community, the team will prepare a final draft of the documents to present to formally
present them to the Planning Board for consideration the following month.
Months 11 and 12 – Planning Board Review of the Final raft UDO / Pattern Books
This part of the project will begin with the presentation of the final draft of the documents to the Steering
Committee for their final review of the proposed UDO and Pattern Books, which will include all revisions
proposed to this point. The final draft of the UDO and Pattern Books will then be formally presented to the
Planning Board for it to begin its required review process. It is anticipated that the Planning Board will consider
and make a recommendation to the Town Council on the final draft of the UDO at its meeting in the twelfth
month of the project, following a month for individual review of the final documents by the Board Members.
Following a recommendation by the Planning Board, the final draft of the UDO and Pattern Books will be
forwarded to the Town Council for its consideration. Prior to
Month 13 to Adoption – Presentation of UDO to Town Council for Public Hearing and
Consideration and Adoption
The final month of the project will begin with a presentation of the final recommended draft of the UDO and
Pattern Books to the Town Council. It is recommended that this presentation take the form of a workshop
outside of a regular Council meeting, if time and schedules permit. Following the presentation of the ordinance
and the completion of any final changes that are requested at the workshop, the Team will prepare a public
hearing draft of the proposed UDO and post the proposed ordinance on the project website. Team members
will attend the public hearing on the UDO and will be available for a following meeting if the Council chooses
to delay its final vote until a meeting after the public hearing date.
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Post Adoption – Prepare Final Deliverables
Following the adoption of the UDO and Pattern Books, the project team will prepare final digital copies of the
documents and deliver them to the Town. The UDO will be provided in both Microsoft Word and Adobe PDF
formats and the Pattern Books will be provided in PDF format only (the base Adobe InDesign files for the
pattern books will be available if requested). The Town will also receive the GIS data used to create the Zoning
Map in ESRI shapefile format, as well as an ArcGIS 9.3 compatible map layout file (.mxd). Hard copies of the
zoning map can be prepared and delivered to the Town at cost.
Suggested Project Schedule
Work Elements
Estimated
Time Frame
Diagnostic Phase
Anticipated
Month
2013
Project Initiation & Stakeholder Interviews
Month One
April 2013
Initial Public Input, Website & Survey
Month Two
May
UDO Framework & Diagnostic Report
Months Three & Four
June and July
Design Workshops (Two)
Months Three & Four
June and July
Development Phase
2013
Prepare UDO Modules for monthly review
Months Five – Eight
August - November
Prepare Design Guidelines
August - November
Prepare Draft Zoning Map
August - November
Prepare and Present Draft UDO
Month Nine
December
Prepare and Present Pattern Book
Month Nine
December
2014
Review and Adoption Phase
Community Input on Draft UDO & Pattern Book
Month Ten
Planning Board Review and Final Draft Preparation
January 2014
Months Eleven & Twelve February – March
Presentation of Final UDO and Town Council Hearing
Prepare Final Deliverables (UDO & Pattern Book)
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Month 13 to Adoption
April - May
Post Adoption
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SECTION THREE. PROJECT EXAMPLES
Ordinance Development and Administration in last five years
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
Mount Airy
Kannapolis
Davidson
Waxhaw
Black Mountain
Southern Pines
Lake Park
St. James
Forest City
Raeford
Mt. Pleasant
Troutman
Butner
Clinton
China Grove
Jacksonville
Maggie Valley
Midway
Marshall
Iredell County
Hoke County
Henderson County
Wilson County
Currituck County
Colleton County (SC)
Oconee County (SC)
Development Illustration / Guidelines Projects in last five years
•
•
•
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Lexington
Salisbury
Kannapolis
Mount Airy
Forest City
Clinton
Henderson County (NCAPA Award)
Wilson (NCAPA Award)
15
Elkin
Mayodan
High Point
Marshall
Bermuda Run
Angier
Eden
Morganton
Benchmark CMR, Inc.
February 26, 2013
Town of Forest City, NC – Comprehensive Land Use Plan and Unified
Development Ordinance (2011 - 2013)
The Town of Forest City, population 7,476, is located in the foothills
of the Blue Ridge and Smoky Mountains of North Carolina. Forest
City is consistently recognized for its successful planning and
implementation efforts over the years including its award winning
downtown baseball stadium that is home to the Forest City Owls of
the Coastal Plain League, a summer collegiate league. Recently,
Facebook announced it will be opening a $450 Million data center
in Forest City by 2012 employing 250 construction and mechanical
workers during the building process and approximately 45 persons
once the facility is operational. Forest City enjoys a beautiful
downtown with large oak trees, lush landscaping, and preserved
historic structures with very few vacancies.
The Town committed to a proactive approach in preparing for its
future and commissioned Benchmark to prepare the
Comprehensive Land Use Plan, Unified Development Ordinance and Downtown Overlay design
guidelines. Benchmark utilized surveys and a project website to involve the public in the development of the
recently adopted Comprehensive Land Use Plan. Benchmark is currently working with the Town to prepare
the Unified Development Ordinance and Downtown design guidelines. The anticipated completion date is
May 2013.
Redevelopment concept of an existing suburban linear mall.
16
Benchmark CMR, Inc.
February 26, 2013
Town of Weaverville, NC – Comprehensive Land Use Plan (2012)
The Town of Weaverville is located in the mountains of
Western North Carolina in the northern section of
Buncombe
County,
just
10
miles
north
of
Asheville. Weaverville borders Reem’s Creek Valley and
boasts grand views of the Blue Ridge Mountains. The Town
of Weaverville selected Benchmark
to
prepare
its
Comprehensive Land Use Plan. The recently adopted
Comprehensive Land Use Plan is intended to serve as both a
physical and policy plan to guide the Town in its future
decision making concerning land use, development and redevelopment, mobility, infrastructure, economic
development, community facilities, parks and recreation, as well as neighborhood and community
enhancement for the next 20 years. In addition, the Plan contains realistic goals, strategies and policies for
implementation of the plan. As part of the process, Benchmark’s team focused on community design, land use
planning, economics, and citizen participation through the project website, community meetings and surveys.
17
Benchmark CMR, Inc.
February 26, 2013
West Weaverville Development Concept
Piedmont Triad, NC - Piedmont Together Design Workshops (2012-2013)
Benchmark, serving on the Center for Creative Economies/Design Link team, is currently assisting the
Piedmont Authority for Regional Transportation (PART) and the Piedmont Together sustainability initiative in
conducting two-day design workshops across the 12-county Piedmont Triad Region. Piedmont Together is a
12-county sustainability and smart growth
planning initiative headed by PART and the
Piedmont Triad Regional Council (PTRC). The
team is helping to create “pilot projects” that
can be used to showcase best practices for
sustainable
design
and
development
throughout the region.
Benchmark team
members
recently
completed
design
workshops in Elkin and Mayodan and are
currently in the planning process for the next
series of design workshops in High Point,
Biscoe and Yanceyville.
Benchmark’s Kris Krider at the Elkin Design Workshop
Creating sustainable communities means building an urban, suburban or rural community with housing and
transportation choices near jobs, shops and schools, through a means that result in healthy, livable, and safe
neighborhoods. The goal is to help build the local economy and protect the environment, while exercising
responsible spending. In addition to delivering a conceptual plan in each workshop location, the effort will be
used to raise awareness of sustainable design principles.
18
Benchmark CMR, Inc.
February 26, 2013
Illustration Board from the Elkin Design Workshop
Colleton County, SC – Comprehensive Plan, Ordinance Rewrite, New
Zoning Districts and Map (2009 and 2010)
Colleton County, South Carolina is located in the heart of a National Wildlife Refuge and National Estuarine
Research Center that encompasses a total of 350,000 acres primarily across Beaufort, Charleston, and Colleton
counties. Benchmark began working with Colleton County on their major 10-year Comprehensive Plan revision
in January 2008 to develop guidelines for the protection of natural resources and the preservation of rural
character, while allowing for growth from fast-growing Beaufort and Charleston in areas capable of being
developed for urban purposes.
The Comprehensive Plan was adopted in June of 2009 with the new Zoning and Land Development Ordinance,
and Zoning Map adoption in September of 2010. The ordinance updates include diagrams and illustration that
demonstrate the intent of the ordinance in a visual manner. During the planning process, meetings were held
at four geographic locations across the county and with key stakeholder groups that included: the
development and related industry group; municipal and county elected officials; and governmental agencies,
such as SC DHEC, DOT and others.
Future Land Use and Zoning Patterns
19
Benchmark CMR, Inc.
February 26, 2013
Town of Bermuda Run, NC – Comprehensive Plan (2012)
Benchmark led a multi-disciplinary team in the development of a Comprehensive Plan for the Town of
Bermuda Run. Relevant to the Indian Trail’s, this plan includes significant public input and web-based
participation methods.
Over 100 residents participated in public workshops, and over 300 residents
participated in online surveys on the project website to express their ideas and vision for the future of the
Town. Development preference surveys were utilized during the public input process that included images of
various development alternatives, building materials, town center urban design types, landscaping and
pedestrian facilities. In addition, the project website has served as a tremendous communication tool with
over 650 unique visitors to the site.
The Town’s Planning Board served as the project steering committee for the process. Monthly meetings were
held with the Planning Board throughout the process, which also included a charrette with the Planning Board
to further develop ideas from the three community meetings during the background research. The plan was
unveiled at a meeting with over 150 residents and was adopted in March 2012.
Images from Comprehensive Plan Public Meetings
20
Benchmark CMR, Inc.
February 26, 2013
Marketing Materials (Project Website, Online Development Preference Survey, New Logo)
Proposed Gateway Signage
21
Benchmark CMR, Inc.
February 26, 2013
Example Display Board from Comprehensive Plan (Future Land Use Map and Development Illustrations)
22
Benchmark CMR, Inc.
February 26, 2013
Town of Marshall, NC – Comprehensive Land Use Plan and Unified
Development Ordinance (2009 and 2011)
The Town of Marshall is located in an amazing setting fifteen miles northwest of Asheville, North
Carolina. Following the primary gateway into town, the narrow roadway is bordered by steep
mountain slopes and the French Broad River, natural resources that are essential to the Town’s
future prosperity. The charming historic downtown is suddenly revealed as it is nestled into the side
of the mountain, resting along the river. Benchmark worked with the Planning Board and the
community to develop a comprehensive land use plan – bringing together previous planning efforts.
The process identified three main goals to: 1) promote sustainable land development patterns and
practices; 2) provide safe, diverse, and efficient transportation patterns, and 3) strengthen economic
and downtown development opportunities while maintaining the character of the Town.
Adopted Future Land Development Pattern Map
Once the plan was adopted, Benchmark worked closely with the Town to develop a unified
development ordinance with guidelines to protect and strengthen the Town’s historic fabric and
small town charm. During the process of developing the Unified Development Ordinance, Benchmark
23
Benchmark CMR, Inc.
February 26, 2013
met frequently with the Planning Board, several council
representatives and Staff to ensure the new UDO implemented
the plan.
Zoning districts were redefined and Benchmark
prepared a new zoning map to reflect the changes.
Finally, Benchmark presented the final UDO and new Zoning
Map, providing implementation assistance on the technical
components of the ordinance, such as record keeping,
application process, and the overall administration of the new
ordinance.
Wilson County, NC – Comprehensive Plan and Unified Development
Ordinance (2008 and 2009)
Wilson County has experienced growth, in part due to its
increased accessibility to the Raleigh/Durham/Chapel
Hill/Research Triangle Park area. To balance growth and
the preservation of its rich farming heritage, County
leaders determined it was time to update their
Comprehensive Plan, which was adopted in the early
1990s, followed by a re-write and combination of existing
ordinances into one unified development ordinance.
Benchmark,
CMR
Inc.
began
the
Wilson
County
Comprehensive Plan in 2007. The Comprehensive Plan was
adopted in July of 2008 with recommendations focused on
rural agricultural areas, conservation areas, primary growth areas with 5 to 10 year time frame, and
secondary growth areas with a 10 to 20 year time frame. As one of the first major steps of
24
Benchmark CMR, Inc.
February 26, 2013
implementation, Benchmark combined all County Ordinances into a Unified Development Ordinance
specifically based on the goals and recommendations of the Comprehensive Plan. The new ordinance
was adopted unanimously by the Board of Commissioners on November 2, 2009.
Benchmark led community meetings across the county, with key stakeholders and citizens, and
worked closely with the Planning Board and planning staff to develop the plan. Extensive existing
land use mapping was completed during the course of the project along with specific mapping related
to agricultural uses, natural resources, wetlands, flood plain, watersheds, cultural resources,
transportation, and infrastructure.
25
Benchmark CMR, Inc.
February 26, 2013
City of Clinton, NC – Comprehensive Pedestrian Plan (2012)
The City of Clinton received a grant from the North Carolina Department of Transportation's Bicycle and
Pedestrian Planning Branch to develop a Comprehensive Pedestrian Transportation Plan. Working closely
with the Pedestrian Plan Steering Committee, NCDOT, and the City Planning Department, Benchmark prepared
a plan that involved input from the community, raised awareness of pedestrian safety issues, and helped
create a more pedestrian connected City. Given the plan’s success and the local involvement in the plan,
NCDOT has recently awarded the City with a grant to conduct a Comprehensive Bicycle Transportation Plan
with Benchmark’s technical assistance as well.
Marketing Materials (Project Website, Maps, Handouts) from “Clinton Walks”
Over 350 citizens participated through the online survey and two public workshops. Citizens and Steering
Committee members utilized the project website www.clintonwalks.org to monitor progress on the plan and
provide additional input. The website generated 450 unique visitors (750 total visits) and over 2,500 page
views. Please see the project website for the final adopted plan.
During the process, NCDOT Bicycle and Pedestrian Planning Staff coordinated with the City, Benchmark and
Division 3 Engineers to begin discussing several of the pedestrian barriers and recommended
improvements. This more detailed level of discussion helped raise awareness of several key pedestrian
26
Benchmark CMR, Inc.
February 26, 2013
impediments including the major intersection of US 701 Bypass and NC 24 where significant pedestrian
improvements are being planned to connect the central core of Clinton with commercial and recreational
opportunities on the western side of the 701 Bypass. The meetings have led to the closing of an illegal crossing
and plans to install a safe walkway underneath the 701 Bypass/Faircloth Freeway along NC 24.
Example Illustrations from the Clinton Comprehensive Pedestrian Plan.
27
Benchmark CMR, Inc.
February 26, 2013
Town of Midway, NC – Land Use Plan & Corridor Plan (2010)
Following the completion of a corridor plan that
addressed immediate growth pressures along
the Town’s primary highway corridor, the Town
initiated the process of developing its first Townwide land use plan in 2010. The plan
incorporated the results of the corridor plan with
an overall vision for growth for the entire Town.
The resulting plan, which relied heavily on input
from the residents of the Town, presents a
future land use vision that takes advantage of
the Town’s unique position on the edge of a
major city and its concentrated utility and
transportation infrastructure to focus growth
towards an area that can best support it while
preserving the unique small town feel and rural
development patterns that the residents desire
to maintain in the future.
Adopted Future Land Use Map
28
Benchmark CMR, Inc.
February 26, 2013
Town of Butner, NC – Comprehensive Land Use Plan and Unified
Development Ordinance (2009)
Our firm was selected to guide the recently incorporated Town through its
first Comprehensive Planning Process and Land Development Ordinance
preparation. This was a unique project involving a formerly State
operated municipality that is influenced by a National Guard training
facility (Camp Butner), the sensitive watershed supplying drinking water to
Triangle area communities,
and rapid growth in the
Triangle
region. Benchmark worked closely with Town Staff, including the Town
Attorney, the Town Council and Planning Board throughout the planning
and ordinance development process. The Town of Butner Comprehensive
Land Development Ordinance (LDO) was one of the first ordinances in the
State of North Carolina to include the Universal Stormwater Management
Program regulations. The LDO merged and refined the former State and
Granville County zoning regulations for the previously unincorporated area
and State administered town into a new unified, comprehensive
development ordinance. The planning process incorporated extensive
public input through all day workshops and the return of over 400
surveys. Benchmark utilized a “Development Preference Survey” at
public meetings to better understand the resident’s desires for future
development.
29
Benchmark CMR, Inc.
February 26, 2013
City of Wilson, NC – Comprehensive Plan Illustrations (2010)
NCAPA Award
The City of Wilson commissioned Benchmark to provide detailed photo illustrations of proposed future land
use improvements within the downtown district gateway, five points commercial district, US Highway 301
redevelopment area, Barton College roundabout, a residential neighborhood infill project, a future
development concept for Raleigh Road, and a proposed greenway. The illustrations were created by modifying
photographs with photo simulation software into photo-realistic visualizations to help citizens, business
leaders, volunteer boards, and elected officials understand the Comprehensive Plan vision. Nearing the
completion of the planning process, the City recognized that translating the written vision into realistic
illustrations would be the key in helping everyone understand the vision and help create excitement for the
implementation of the plan.
The plan received the 2010 NCAPA Outstanding Planning Award for a
Comprehensive Plan.
Tarboro Street Gateway to Downtown – Existing
Proposed Improvements
Heart of Five Points Commercial District – Existing
Proposed Improvements
30
Benchmark CMR, Inc.
February 26, 2013
City of Kannapolis, NC – Center City Master Plan (2011)
After months of development and public input, the City of Kannapolis unanimously adopted the Center City
Master Plan. The document was prepared to provide the City of Kannapolis with a prioritized set of goals for
the ongoing development and revitalization of the Center City. The plan will be utilized to effectively
communicate the City’s transportation priorities for the Center City and its Gateway Corridors to partner
federal and state agencies. A focal point of the master plan was the enhancement of the gateway corridors to
the Center City.
Recommendations including a complete street concept with landscaping, multi-modal
alternatives, access management and land use development were highlighted. The plan and its
recommendations are intended to complement and support, not supplant, other efforts that the City has
undertaken in the furtherance of the redevelopment of the area following the departure of Pillowtex and the
establishment of the North Carolina Research Campus.
Illustration Board from the Mater Plan
31
Benchmark CMR, Inc.
February 26, 2013
Henderson County, NC – Small Area Plan Assistance (2010)
NCAPA Award
Henderson County is located in western North Carolina between the Blue
Ridge and the Great Smoky Mountains, right next door to the Asheville urban
area. Henderson County is in the heart of North Carolina apple growing
country, producing over 65 percent of North Carolina's apples. With the
breathtaking views of the Blue Ridge Mountains and its scenic natural
environment, the county has experienced growth from new residents and
tourist related businesses seeking this unforgettable setting.
In order to help guide growth, the County Comprehensive Plan was adopted
in 2004, which included recommendations for
preparing more focused small area plans as part of the Community Planning
Framework element goals and objectives. County Planning Staff is currently
leading the county-wide small area planning efforts, working closely with
community leaders and advisory committees to develop more specific plans
in nine areas across the county.
Benchmark was retained by the County to help define the development character and vision for the Dana
Community Plan. Specifically, Benchmark facilitated meetings with the Advisory Committee to discuss current
planning practices and their thoughts concerning future growth throughout the community. Benchmark’s Staff
utilized custom photo simulations and 3D modeling for selected sites within the community and the I-26
interchange area adjacent to the
City of Hendersonville, to illustrate
their shared vision for the future.
The illustrations were utilized by the
Committee to help prepare the
recommendations for future land
uses,
development
types,
transportation impacts, aesthetics
and
overall
characteristics
important to the growth of the
Dana Community.
3D Model of Potential Development Form
32
Benchmark CMR, Inc.
February 26, 2013
SECTION FOUR. BUDGET PROPOSAL
Based on projects of similar scope that we have undertaken over the last three years, we estimate the total
project cost to be $67,800, which is inclusive of staff time, travel and materials to develop the Unified
Development Ordinance, the Pattern Books and all project deliverables. This cost proposal is valid for a period
of 90 days following the submittal of our response. As part of the contract negotiation, we anticipate
refinement of the scope of work and budget to most effectively meet the needs and desires of the Town.
Work Elements
Time Frame
Cost
Project Initiation & Stakeholder Interviews
Month One
$3,000
Initial Public Input, Website & Survey
Month Two
$3,800
UDO Framework & Diagnostic Report
Months Three & Four
$4,750
Design Workshops (Two)
Months Three & Four
$6,000
Prepare UDO Modules for monthly review
$16,000
Prepare Draft Design Guidelines
$8,250
Prepare Draft Zoning Map (cost includes final revisions)
$1,500
Prepare and Present Draft UDO
Month Nine
$5,000
Prepare Pattern Books
Month Nine
$3,500
Community Input on Draft UDO & Pattern Books
Month Ten
$4,000
Months Eleven & Twelve
$8,000
Month 13
$1,500
Post Adoption
$2,500
Planning Board Review and Final Draft Preparation
Presentation of Final UDO and Town Council Hearing
Prepare Final Deliverables (UDO & Pattern Books)
TOTAL
$67,800
33
PRIMEWORKSCONSULTING
ResponsetoRequestfor
Proposals
UnifiedDevelopmentOrdinance
Weaverville,NorthCarolina
March 1, 2013 RESPONSE TO REQUEST FOR PROPOSALS UNIFIED DEVELOPMENT ORDINANCE WEAVERVILLE, NORTH CAROLINA 1. Contact Information. Prime Works Consulting is a new planning, management and engineering consulting firm specializing in service to local governments and non‐profits in the Southeastern United States with a focus on North Carolina. The firm is composed of experienced local government professionals who have extensive knowledge and practical experience, high ethical standards, and proven work ethic. Prime Works Consulting is located in Southeastern North Carolina (Southport/Oak Island area). The firm principal is Jerry A. Walters and he can be contacted as follows: Jerry A. Walters, Principal Prime Works Consulting Post Office Box 10584 Southport, North Carolina 28465 Phone: 910‐278‐3173; 910‐619‐0731 (cell) [email protected] 2. Statement of Availability to Conduct Project. Prime Works Consulting is currently available to provide the resources necessary to complete the Project per the information contained in the Request for Proposals during the twelve months following award and execution of contract. The Project involves a collaborative planning process leading to adoption of a Unified Development Ordinance for the Town of Weaverville, North Carolina, including a robust public participation process. Also included are various deliverables listed in the RFP document as well as refinement of development policies to be compatible with the UDO. All materials developed through this project will be owned by the Town of Weaverville. 1 Prime Works Consulting is uniquely qualified to provide the services required through the firm’s willingness to work with and understand the community’s culture and values while incorporating them into the UDO. Prime Works Consulting also brings to the table the ability to incorporate service delivery issues into the consideration of the UDO development process. Prime Works Consulting is a value‐driven and ethical firm with a clear understanding of today’s local government environment. 3. Firm Organizational Information. Attached are resumes of the staff that would be assigned to this Project (Walters and Kudgus). Jerry A. Walters is an experienced local government manager having served the communities of Wake Forest, Long Beach, Caswell Beach and Oak Island. Walters also served as Executive Director of the Cape Fear Council of Governments (Region O) providing services to the local governments in the region composed of Brunswick, Columbus, New Hanover and Pender Counties. Walters has vast experience working with elected governing boards, development review boards (planning board, board of adjustment, historic district boards, downtown revitalization boards), citizens and stakeholder groups. Of particular note with respect to this Project), Walters oversaw and managed the consolidation of the Towns of Long Beach and Yaupon Beach in 1999. The consolidation process involved the integration of all municipal functions including the merging/meshing of development regulations during a period of considerable growth in coastal North Carolina. Additionally, Walters managed a community with substantial growth (Wake Forest) involving large land development projects resulting in a process of comprehensive impact analysis for development projects. Walters has extensive training and knowledge of planning and management theory and practices as well as tested skill in meeting management and dispute resolution. Walters will be the Project Manager and Lead Participant for this Project. Eugene “Gene” Kudgus is a Professional Engineer with decades of experience in design, public works and public utilities management, and urban design solutions. Kudgus most recently served as Public Services Director for the Town of Oak Island managing a full‐service municipality’s public works and utilities. Kudgus has prior experience in the public and prior sectors in New York. Kudgus is a registered Professional Engineer in North Carolina. Kudgus’ role in the Project will include review of design guidelines and ordinance applications to insure that operational and development conflicts do not exist when examined from a service delivery standpoint. The combination of resources and skills in planning, management, and engineering with a focus on operational integrity is a skill set provided by Prime Works Consulting that is somewhat 2 unique. This approach is indicative of the firm’s philosophy of customer service and its operating premise of “value added” for clients. 4. Project Schedule. The proposed schedule is based on satisfactory completion of the Project within twelve (12) months from the date of Project award and contract execution. Month One 

Review Town of Weaverville development regulations/ordinances. Initial meeting with local official and Planning Board. Month Two 


Meet with Planning Board. Review existing land use regulations, plans, and policies. Initiate public participation strategy including development of website, prepare initial schedule of activities. Month Three 




Meet with Planning Board. Outline initial review of regulations, plans and policies. Begin overall public participation strategy. Hold first community‐wide meeting. Begin draft of Unified Development Ordinance. Month Four 

Meet with Planning Board. Begin review of design standards. Month Five 

3 Meet with Planning Board. Continue review of Unified Development Ordinance. 
Continue review of design standards. Month Six 


Meet with Planning Board. Continue review of Unifies Development Ordinance. Continue review of design standards. Month Seven 


Meet with Planning Board. Continue review of Unified Development Ordinance. Continue review of design guidelines. Month Eight 

Meet with Planning Board. Second community‐wide public participation meeting. Month Nine 


Meet with Planning Board. Review draft Unified Development Ordinance. Review draft design guidelines. Month Ten 


Meet with Planning Board. Continue review of draft Unified Development Ordinance. Continue review of draft design guidelines. Month Eleven 

4 Meet with Planning Board. Finalize draft Unifies Development Ordinance. 
Finalize draft design guidelines. Month Twelve 


Meet with Planning Board. Meet with Town Council. Public Hearing on Unified Development Ordinance. Ongoing Activities 




Meetings with Town staff for input. Review of sections of draft ordinances and design guidelines. Obtaining and responding to feedback. Soliciting and monitoring community and stakeholder participation. Production of deliverables as described in RFP document. 5. List of Ordinances Authored for Similar Communities. The following is a representative list of ordinances authored for similar communities:  Zoning ordinances, subdivision regulations, and flood plain regulations for the Towns of Wake Forest, Long Beach, Caswell Beach and Oak Island including amendments to the various ordinances based on land use plans and community needs.  Development moratorium ordinance for Beach Club Development in Oak Island.  Stormwater ordinances for Wake Forest, Long Beach, Caswell Beach and Oak Island. 6. Outline of Experience in Developing Design Guidelines/Appearance Ordinances. The following is a representative list of experience in developing design guidelines/appearance ordinances: 





5 Historic District Ordinances and design guidelines for Town of Oak Island. Conditional use zoning district standards for Town of Wake Forest. Conditional use standards and standards for “approval by right” for Town of Oak Island. Stormwater and utility design standards for Oak Island. Standards contained in Oak Island Parks and Recreation Plan. Experience in determining design impacts from developments in Wake Forest, Long Beach, Caswell Beach and Oak Island. 7. Outline of Public Participation Strategy. The public participation strategy will include openness, opportunity, feedback and follow‐up. The public participation strategy is outlined below: 






Hold monthly open meeting with Planning Board. Survey stakeholders (community residents, business community, civic organization) through paper and electronic means. Hold two community‐wide meeting; one early in the process and one later in the process to provide progress report and obtain additional feedback. Establish a Project website to provide information and receive feedback. Meet with civic organizations and community leaders (one‐to‐one) to discuss project and obtain input. Prepare press releases to local media and discuss Project with local media. Respond to citizen/stakeholders questions, comments and requests for information in a timely manner. 8. Description of Approach to Providing the Proposed Services. Prime Works Consulting will provide the services described in the RFP document in an open, public, collaborative, service‐oriented manner leading to successful completion of the Project. The RFP document and tasks listed in the RFP document are incorporated into this response. Prime Works Consulting will approach this Project as unique to meeting the needs of the Weaverville community. Prime Works Consulting will rely on its real‐world, practical experience in meeting Project processes, deliberations, public participation, community interaction, and production of deliverables. Prime Works Consulting will also research and utilize planning and development best practices and state‐of‐the‐art approaches to meeting Town of Weaverville community needs. The final products produced will include the most important aspects of the community’s culture including the historic, aesthetic, and visual character of the Town and its community spirit and identity. 9. Cost Proposal. The lump sum cost proposal for completion of the Project is $33,750.00. As requested in the RFP document, this price quote is valid for a period of 90 days from submittal. 6 10. Additional Information. The following information has been reviewed and considered in responding to the Request for Proposals: 




7 Town of Weaverville Comprehensive Land Use Plan Town of Weaverville Annual Budget Fiscal Year 2012‐2013 Town of Weaverville Comprehensive Annual Financial Report June 30, 2012 Town of Weaverville Code of Ordinances Information Available on Town of Weaverville Webs JERRY ALLEN WALTERS
161 NW 7th Street
Oak Island, NC 28465
(910) 278-3173 Home
(910) 619-0731 Cell
Email: [email protected]
EDUCATION
Bachelor of Arts: Political Science 1974
Appalachian State University; Boone, North Carolina
Participant in first Town and City, County Manager (TACCM) training program
at Appalachian State University
Case Study: “The Manager As He Relates To Policy” 1974
Graduate of the Municipal Administration Course
Institute of Government, University of North Carolina – Chapel Hill 1978
Duke University Private Adjunction Center – Mediation Training 2002
EXPERIENCE
Town Manager, Town of Oak Island
Oak Island, NC (February 2006 – December 2011)
Managed full-service municipality; responsible for management oversight of 100+ employee
organization. Completed backlog of major capital projects, including public buildings, parks and
utilities. Obtained Town’s first bond rating and acquired financing for capital projects.
Successfully obtained state and federal grants for community needs.
Town Administrator, Town of Caswell Beach
Caswell Beach, NC (July 2004 – January 2006)
Employed as first professional administrator for Town of Caswell Beach. Responsibilities
include administrative functions of Town such as grants and project management, budget
development and administration, financial management oversight, policy development and
recommendation, and personnel management. Reporting responsibility to the Governing Body
composed of a Mayor and five-member Board of Commissioners.
Director of Special Projects & Economic Analysis, Town of Oak Island
Oak Island, NC (October 2001 – June 2004)
Senior level position responsible for management of capital projects and financial management.
Current projects include wastewater collection and treatment systems project, utility
underground project, beach renourishment project and various grant-funded projects. Financial
responsibilities include financial tracking and reporting, utility rate studies, budget development,
JERRY ALLEN WALTERS
Page 2
and GASB 34 compliance activities. Other responsibilities include grantsmanship and assisting
staff on legal and legislative activity.
Town Manager, Town of Oak Island
Oak Island, NC (July 1999 – September 2001)
Served as first manager of the consolidated Town of Oak Island. Major accomplishments
include establishing framework for managing consolidated governing body and workforce,
completion of two beach renourishment projects, securing federal, state and foundation financial
assistance (approximately $23 million since 1994), and managing recovery from various
hurricanes including Hurricane Floyd. Resigned due to differences with Council in management
perspectives but remained within organization with project and financial management
responsibilities.
Town Manager, Town of Long Beach
Long Beach, NC (July 1994 – June 1999)
Served as manager of fast growing resort community with largest permanent population of North
Carolina beach communities. Responsible for major capital improvement program including
street paving/drainage improvements, water storage tank construction, park development and
land acquisition, and improvement to public buildings (Town Hall and Recreation Center
expansion). Improved Town’s financial position resulting in “bank eligible” condition for
financing major capital improvements. Responsible for innovations in capital financing
programs and general operations.
Executive Director, Cape Fear Council of Governments
Wilmington, NC (July 1991 – June 1994)
Served as chief administrative officer of multi-county planning and management agency serving
local governments in Brunswick, Columbus, New Hanover and Pender Counties. Oversaw
operation of agency major program areas including Aging Services, Community and Economic
Development/Technical Assistance, Emergency Medical Services, and Job Training Partnership
Act Services. Initiated multi-jurisdictional programs in the areas of solid waste disposal, water
quality, resource conservation, physical planning, information sharing and technical areas such
as cable TV administration and OSHA compliance. Served as Interim County Manager of
Pender County during period of management transition.
Town Administrator, Town of Wake Forest
Wake Forest, NC (July 1980 – February 1991)
Served as manager under Council-Manager form of government in rapidly growing community.
Implemented financial policies that improved the condition of the Town’s financial condition to
an “A” rating by the major rating agencies; passage of major bond referendums for community
capital facilities; approval of annual capital improvements program; recipient of Certificate of
Achievement in Financial Reporting issued by the Government Finance Officers Association.
Recipient of six Community Development Block Grants for community revitalization; revised
growth management and utility extension policies and implemented major annexations
increasing the community tax base.
JERRY ALLEN WALTERS
Page 3
Town of Wake Forest, NC
(March 1974 – December 1975; February 1977 – August 1980)
Held various positions with the Town ranging from Administrative Intern to Assistant Town
Administrator. Major duties involved the preparation and implementation of federal grants
including CDBG and EPA, budget development and financial analysis, and preparation of
annexation studies. Was promoted to Town Administrator following the dismissal of the
previous Administrator.
Town Administrator/ Clerk, Town of Wallace
Wallace, NC (December 1975 – December 1976)
Served as administrative head of government in a Mayor-Council form of government. Major
accomplishments included re-establishment of a professional planning program and initial
development of a multi-purpose municipal recreation facility.
PROFESSIONAL AFFILIATIONS, APPOINTMENTS AND RECOGNITIONS
North Carolina City and County Management Association
American Planning Association (including North Carolina Chapter)
Previous service as Chairman, Vice-Chairman and Secretary-Treasurer of North Carolina
Association of Regional Council Executive Directors
Previous service on boards and committees of Electricities of North Carolina and North
Carolina Eastern Municipal Power Agency
Previous service on North Carolina Coastal Resources Advisory Council
Recognized by Cape Fear Council of Governments as 1999 Manager of the Year
JERRY ALLEN WALTERS
Page 4
REFERENCES
Ms. Dara F. Royal
216 NE 47TH St.
910-278-9062 (H)
910-470-9062 (C)
[email protected]
Mrs. Mary B. Snead
101 SE 20th St.
910-278-3934 (H)
[email protected]
Mr. Howie Franklin, Manager
Cape Fear Regional Jetport
4019 Long Beach Road, SE
Southport, NC 28461
910-457-6483 (W)
910-457-6460 (FAX)
Ms. Karen Sphar, Executive Vice-President
Southport-Oak Island Area Chamber of Commerce
4433 Long Beach Road, SE
Southport, NC 28461
910-457-6964 (W)
910-457-0598 (FAX)
Rev, Charles Carter
First Baptist Church of Oak Island
4608 East Oak Island Drive
910-278-9511 (W)
910-278-1099 (FAX)
910-471-7825 (C)
Mr. Christopher D. May
Executive Director
Cape Fear Council of Governments
1480 Harbour Drive
Wilmington, NC 28401
910-395-4553 ext 214 (W)
910-395-2684 (FAX)
910-470-6609 (C)
[email protected]
Mr. Alan E. Rimer, PE
Black & Veatch International
9000 Regency Parkway, Suite 200
Cary, NC 27518
919-462-7506 (W)
919-462-8356 (FAX)
919-270-8835 (C)
[email protected]
Mr. H. Menton Padgett, CPA
Berry, Padgett & Chandler, PLLC
PO Box 10339
Southport, NC 28461
910-457-9455 (W)
910-457-5998 (FAX)
25 Years of Service
1987 - 2012
February 28, 2013
Mr. Michael Boaz, Town Manager
Town of Weaverville
[email protected]
Dear Mr. Boaz:
We are pleased to submit our proposal for preparation of a Unified Development Ordinance for the
Town of Weaverville. As Project Manager, I will serve as the liaison between the project team and
the Town of Weaverville. I will represent our firm at meetings with the Planning Board and Town
Council, and will organize and conduct the public input meetings and public hearing. Landin
Holland, Senior Planner, and Wesley MacLeod, Urban Designer and Planner, will provide assistance
in drafting the ordinance text and will also attend some of the meetings. Our project team is
further strengthened by the addition of Michael Egan, who is located in Hendersonville, NC. Mr.
Egan will serve as Project Attorney and will provide assistance with drafting ordinance text, general
legal counsel, and attendance at meetings.
Holland Consulting Planners, Inc., is enthusiastic about the opportunity to serve the Town of
Weaverville, and earnestly solicits your award of this project to us. We are committed to our
clients and encourage you to contact any of them to discuss our project performance. We would
welcome the opportunity for a personal interview.
Sincerely,
T. Dale Holland, AICP
President
Encls.
3329 Wrightsville Avenue, Ste F
Wilmington, North Carolina 28403
Phone 910.392.0060 • Fax 910.392.2839
Peterson Building • 310 West Main Street
Washington, North Carolina 27889
Phone 252.946.0877 • Fax 252.946.7912
Town of
Su
set Beach
Project n
Proposal:
Unified Development
Ordinance
Prepared for:
Project team:
FIRM PROFILE
Holland Consulting Planners, Inc., (HCP) was established in 1987 to provide quality comprehensive
planning and grant management consultant services. T. Dale Holland, AICP, is the firm’s owner and
president. While a wide range of planning capabilities are provided, our principal focus is on land use
planning and regulation, urban design, and community development. We strongly believe in providing
exceptional service to our client base. We have particular interest in enriching the urban fabric in
communities across the state of North Carolina.
The firm maintains offices in Wilmington and Washington, NC. The majority of our staff is located in
our Wilmington office, our firm’s headquarters. Our staff consists of experienced professionals who are
members of the American Institute of Certified Planners and American Society of Landscape Architects, in
addition to other organizations associated with the built environment.
The firm has prepared over 100 land use and comprehensive plans, and
over twenty (20) zoning/unified development and subdivision
ordinances. Other planning experience includes the preparation of
hazard mitigation plans, sign regulations, recreation plans, urban design
guidelines, and comprehensive housing strategies.
The firm has been actively involved in North Carolina’s Disaster
Recovery Program, including the management of several Hurricane Fran
HMGP elevation/acquisition projects, and numerous Hurricane Floyd
acquisition/ rehabilitation projects. HCP successfully managed the
largest residential elevation/retrofitting program ever funded by FEMA
(Beaufort County, NC 1997 through 2002).
UNIFIED DEVELOPMENT ORDINANCE
Page 1
FIRM PROFILE
The following provides a summary of the capabilities of Holland Consulting Planners, Inc.
Planning
Urban Design
Code and Ordinance Preparation
Comprehensive and Growth Management Plans
Hazard Mitigation Plans
Emergency Response Plans
Economic Development Plans
Bicycle and Pedestrian Plans
Corridor Plans
Downtown Plans
Transportation and Parking Plans
Open Space Plans
Shoreline Access Plans
Public Involvement Plans and Charrettes
Community Design Plans
Placemaking Strategies
Parks and Open Space Conceptual Design
Streetscape Design
Site Planning
Computer Visualization (existing and proposed)
Design Review
Site Evaluation and Selection
Community Development
Environmental Review Records
HUD CDBG Administration
Analysis of Impediments to Fair Housing Choice
Consolidated Plans and Annual Action Plans
CDBG Program Planning and Applications
Housing Rehabilitation Administration
HMGP Elevation and Acquisition
Housing Needs Assessment
Administrative & Management Services
Zoning and Planning Administration
Planning and Design
Project Management
Program Development
Grant Administration
Graphics, Mapping, and Auxiliary GIS
Business Retention, Expansion, and Recruitment
Communication, Community, and Public Relations
Workload Overflow
Holland Consulting Planners, Inc.
3329 Wrightsville Avenue, Suite F
Phone: 910/392-0060 • Fax: 910/392-2839
Website: www.hcpplanning.com
E-mail: [email protected]
Peterson Building, 310 West Main Street
Phone: 252/946-0877 • Fax: 252/946-7912
Page 2
PROJECT APPROACH/WORK PROGRAM
Project Understanding/Purpose
The following provides a general overview of our initial understanding of the proposed project. This
overview offers some insight into the elements of the project that require careful consideration and
deliberation by the Town of Weaverville.
!
Review all current land use regulations, plans and policies as identified by the Town.
!
Establish a cohesive set of development regulations that accurately reflect the character and
development goals of Weaverville.
!
Coordinate the updated land development regulations with the overall Town Code.
!
Provide neutral opinions and resolutions in cases of conflict.
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Modernize regulations to reflect current design principles and practices, as deemed appropriate.
!
Address identified regulatory deficiencies and needs.
!
Provide a user-friendly document that is easy to read, understand, and interpret for all users,
including staff, citizens, developers, and elected and appointed officials.
!
Craft regulations that provide for effective enforcement by administration and provide for a fair and
predictable process for citizens and development interests.
!
Act as facilitators with representatives of the Town’s business community, residents, and Staff in
formulating regulations that are acceptable to both the Town and the development/business
community.
!
Coordinate development of the Unified Development Ordinance with concurrent projects, including
the Town of Weaverville Comprehensive Plan and design guidelines for Weaver Boulevard and the
Central Business District.
!
Provide guidance regarding zoning map changes which may be a result of text changes to the land
development regulations.
!
Conduct monthly meetings with the Planning Board to keep them informed of the process.
!
Develop a public participation process to include a survey of community residents, business owners,
and others regarding the specific elements in the UDO as identified by the Planning Board and HCP.
This survey will be conducted through a variety of media including online and paper surveys.
Page 3
!
Design, host, and maintain an interactive website dedicated to the project that will allow the
community to review the progress of the project and to make comments about the ordinance
updates throughout the process.
!
Specifically, provide the following in the final product:
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Clear format and structure;
Clear definitions and terminology;
Cross references within sections and a comprehensive index;
Regulations which are simple, flexible, and more easily administered by staff;
Ability to easily insert amendments;
Update of the Town’s official zoning map;
Extensive graphics, maps, and illustrations depicting the requirements, recommendations,
and concepts detailed in the land development regulations;
Clear development review procedures, utilizing staff-level approvals wherever appropriate;
Consistency with current North Carolina State Statutes (160A-362, S.B. 2005-418);
Innovative and creative approaches to land-use regulations;
Removal or amendment of outdated standards;
Establish specific design guidelines to reflect the Town’s historic, aesthetic, and visual
character, including a “pattern book” for the Central Business District and for Weaver
Boulevard.
!
Provide a Unified Development Ordinance formulated utilizing the best contemporary design
principles and innovative approaches to land use regulations.
!
Present the Unified Development Ordinance at meetings and public hearings.
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Recommend the best approach for managing and maintaining codification of the new Unified
Development Ordinance for adoption.
Work Program and Scope of Work
The following work program/scope of work provides a summary of how the HCP/Egan team (project team)
proposes to organize and work through the development of the Unified Development Ordinance (UDO).
Prior to moving forward with the project, this scope will be critiqued through a project scoping meeting and
approved by the Weaverville Town Council.
The project team understands that development regulations that are not embraced by the Town’s elected
officials, staff and citizens will be of little use to the Town. Our project team is proud of the success that
we have had getting ordinances adopted and implemented by our clients. Our success at generating
consensus and support for our ordinances is no accident. During the many planning projects that we have
completed, we have had the opportunity to experiment with various citizen participation and ordinance
Page 4
implementation techniques and have experienced first-hand what works well and what does not. The
project team staff maintains over 90 years collective experience in the development and administration of
land development regulations. Additionally, our project team has also worked on the implementation side
through the provision of zoning enforcement services. The project team includes a NC certified zoning
official (CZO) and we have a strong understanding of zoning and code enforcement.
Therefore as we sketch out our vision for the project implementation process below, we will incorporate
many of the citizen participation techniques we have used previously. Please realize, however, that the final
design of project implementation and public participation will be developed in close consultation with and
ultimately at the direction of the Town.
Phase I: Evaluate the Existing Ordinances
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Meet with Town staff to conduct a scoping meeting and confirm or modify the project
implementation approach and tasks (i.e., discuss deviations from proposed approach and
tasks). The Town Council will accept/confirm the final project scope.
!
Meet with the Planning Board to obtain detailed input and perception of:
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Develop a specific citizen participation plan for approval by the Town. The plan should
address the following:
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What form should the UDO design guidelines take?
What are the regulatory deficiencies in the current ordinances?
Which existing policies, plans, and procedures should be consulted and considered
in revising and how can the goals of these policies, plans, and procedures be made
compatible with the policies and procedures established by the revised ordinances?
What are the focus areas where innovative regulatory techniques may be employed
(i.e., design guidelines)?
A methodology for public participation should be identified; this may include public
forums, hearing notices, web postings, or releases through the media.
Public meetings and workshops with the Planning Board, Town Council, the
development community, and the general public.
Survey process for public input.
Establishment of a dedicated interactive website to serve as an information
exchange vehicle during development of the Unified Development Ordinance. The
website will include the project survey(s).
Weaverville staff shall play an active role with ensuring the success of the public
participation aspect of this project.
Review the existing land use regulations, plans and policies as identified by the Town.
Page 5
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Meet with public and private stakeholders to obtain input.
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Produce a Phase I report which will:
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Define the format for updating the regulations.
Summarize the issues and recommendations obtained from meetings with the various
stakeholders.
Evaluate the existing land use regulatory ordinances. The evaluation should include
an assessment of the provisions that should be updated or changed.
Provide draft project input surveys.
Present the Phase I report to the Planning Board and Town Council.
Phase II: Identify Potential Solutions and Approaches
!
Hold monthly public work sessions with the Planning Board. It is imperative that a clear
sense of direction is established prior to drafting the UDO in Phase III.
!
Conduct project input surveys (website and hard copy distribution).
!
Conduct a public input meeting at which the initial assessment of necessary revisions to the
regulations will be presented and input/comments will be received from the public at-large,
and, in particular, private stakeholders. Comments on the draft project survey(s) will be
requested.
!
It is important that the input meeting outlined above is well attended. The project team
proposes using the following means to reach and invite the Town’s citizens to attend this
meeting:
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Posting of signs along Town entry corridors.
Posters placed in prominent places in the Town’s planning jurisdiction.
Local cable public service access.
Mailing of notice to key stakeholders and civic groups.
Newspaper ad.
Post draft sections of the UDO on the Town’s dedicated website (to be provided by
HCP).
Utilize the Planning Board to recruit citizens and neighbors for citizen participation.
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Provide a table of contents for the UDO and Design Guidelines.
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Articulate implications of the new UDO. Present approach and implications to the public and
private stakeholders for input.
Page 6
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Prepare a written report summarizing the results of Phase II. The report shall also be
prepared as a visual presentation for the Planning Board and Town Council.
Phase III: Develop Draft Unified Development Ordinance
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Prepare and submit a draft UDO that will clearly implement the policies and expectations of
the Town of Weaverville regarding appearance, design, quality, and density of development.
!
Conduct monthly review sessions with the Planning Board from October, 2013, to March,
2014. (NOTE: Earlier organizational meetings may be required.)
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All changes to the existing land development regulations shall use a system to track new and
deleted text.
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Ensure compliance with all applicable North Carolina State statutes.
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Incorporate extensive graphics to support regulations (see Appendix 1 for examples).
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Conduct design charrette focusing on Weaver Boulevard and the Central Business District.
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Identify authority and process for appeals, variances and exceptions to regulations.
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Present draft UDO in sections to the Planning Board. The Planning Board must be involved
in the UDO as it is developed.
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Conduct an “open house” meeting to review/discuss the draft UDO and Design Guidelines.
Phase IV: Present Regulations for Town Council Consideration
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Present the draft UDO to the Town Council.
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Attend public hearing.
Citizen Participation
The following provides a sample Citizen Participation Plan for use in preparing the Town of Weaverville
Unified Development Ordinance:
Introduction
The Town of Weaverville has initiated the revision and update of the town’s current land
development regulations. The revision/update will result in a Unified Development Ordinance (UDO).
Updating the town’s land development regulations will provide the town staff and Weaverville
citizens with a more effective administrative and regulatory process relating to land use issues.
Page 7
UDO Drafting Committee
The Town of Weaverville Planning Board will supervise the development of the UDO. The town’s
staff will serve in an advisory capacity to the Planning Board. The UDO will be drafted by the town’s
consultant.
Dissemination of Information
The following procedures will be utilized to ensure the availability of information:
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Sections of the proposed UDO will be provided to the Planning Board prior to any
meetings at which the draft section(s) will be discussed.
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Copies of the draft UDO will be available at all meetings to ensure that the citizens
present can review items being discussed.
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The draft UDO will be posted on the Town of Weaverville interactive website as it is
developed so that citizens may either review the document online or print it out.
Information regarding the location of the document online will be included in all
published notices of meetings.
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Copies of the draft UDO will be placed at the Weaverville Municipal Building, as
developed, for citizen review.
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Copies of draft sections of the UDO will be provided at the Weaverville Town Clerk’s
office for check-out.
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Copies of the draft UDO may be purchased from the Town of Weaverville for the cost
of reproduction.
Public Comment
Throughout the process, the public will have the following opportunities for input:
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At each Planning Board meeting, time will be allocated for public comments and/or
questions.
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At any time during the preparation of the draft UDO, the public may obtain
information and/or offer comments vie e-mail. The dedicated interactive website may
be utilized to accommodate the information exchange.
!
The Planning Board work sessions, open houses, and public hearing will all provide
additional opportunities for public input and questions.
Page 8
Meetings
The Town of Weaverville/Planning Board will conduct the following meetings:
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An “open house” meeting to receive public input/comment on the town’s existing land
use regulations and related issues which may need to be addressed.
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Open , advertised meetings of the Planning Board (from April 2013 to May 2014) to
discuss preparation of the draft UDO. It is estimated that thirteen (13) Planning
Board meetings (including the Phase II Open House Meeting) will be conducted for
preparation of the draft UDO.
!
Conduct a three-day planning charrette to address the CBD and Weaverville
Boulevard design objectives.
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An “open house” meeting for informal review of the UDO in a question/answer format
(prior to submittal of the draft UDO to the Town of Weaverville Town Council).
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A meeting to present the draft UDO to the Town Council.
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A public hearing for consideration of the draft UDO.
Public Notification
To ensure that the public is informed of meeting times and has access to the draft UDO throughout
this process, the following steps will be taken:
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All Planning Board meetings will be advertised in a non-legal advertisement section
of The Weaverville Tribune at least ten (10) calendar days prior to the meeting.
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Notices of all Planning Board meetings will be posted on the Town of Weaverville
website.
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A sign-up sheet will be placed in the Town of Weaverville Municipal Building and at
all Planning Board meetings. Individuals who place their names and addresses on
this list will be mailed/e-mailed notices announcing meeting times for review of the
draft UDO.
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Notices will be posted at the Town of Weaverville Municipal Building.
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Notices will be posted on local cable public service access television, if available.
Page 9
PROPOSED PROJECT TIMELINE
Timeline/Schedule for Project Implementation
PHASE I: Evaluate the existing ordinances.
April 2013 to June 2013
PHASE II: Identify potential solutions and approaches.
July 2013 to September 2013
PHASE III: – Develop draft Unified Development Ordinance.
– Conduct monthly Planning Board meetings.
– Conduct design charrette.
– Present draft to the Planning Board.
– Conduct open house.
– Prepare draft revisions as may be necessary.
October 2013 to March 2014
PHASE IV: Present Unified Development Ordinance for Town
Council consideration and public hearing.
June 2014
April 2014
May 2014
Page 10
PROJECT TEAM COMPOSITION &
STAFF QUALIFICATIONS
Project Management Organizational Chart
Town of Weaverville
Town Council
Town of Weaverville
Planning Board
Town of Weaverville Staff
Principal/Project Manager/Point of Contact
Landin W. Holland, AICP, MPA, CZO
Senior Planner
Subcontractor
Michael Egan, J.D., M.A., Project Attorney
Wesley A. MacLeod, ASLA
Urban Designer and Planner
Project Team
T. Dale Holland, AICP, will serve as Principal and Project Manager. He will be responsible for overall
project design and coordination, quality control, and final product. Mr. Holland has over 40 years of
planning and administrative experience, including a thorough knowledge of North Carolina land-use laws
and regulations. Landin W. Holland, MPA, AICP, CZO, Senior Planner, will provide assistance in
consolidating/drafting the ordinance’s text and will also attend some of the meetings/work sessions.
Wesley A. MacLeod, ASLA, Urban Designer and Planner, will provide general project assistance including
visualization techniques for physical planning and design schematics, as necessary. Please see individual
resumes for relevant project experience. In addition, the HCP project team is supplemented by an
administrative support staff which has 25 years of experience in producing planning documents in an
efficient and timely manner. Michael Egan, J.D., M.A., will function as Project Attorney and will assist
with meetings, drafting of ordinance text, and overall legal counsel. All work to be completed by
subcontractors will be managed and distributed by HCP.
Page 11
T. DALE HOLLAND, AICP
Principal
PROFESSIONAL AFFILIATIONS:
American Institute of Certified Planners (AICP)
EDUCATIONAL BACKGROUND:
East Carolina University, A.B. Geography,1969
East Carolina University, M.A. Geography, 1971
NCI Charrette Planner Training, April 2008
PUBLICATIONS, AWARDS, PRESENTATIONS:
"The Effect of Water Pollution on Industrial Locations within
the Southeastern United States," presented to the 1970
meeting of the Southeastern Geographers Association
"The Effect of Water Pollution on Industrial Locations within
the Roanoke River Basin," Master's Thesis
"The Economic Impact of Community Development on
Smaller Communities ... Who Really Benefits?" presented to
the 1981 American Planning Association Annual Conference,
Boston, Massachusetts
RELEVANT PROJECT EXPERIENCE:
Beaufort County, North Carolina
2010 Multi-Jurisdictional Hazard Mitigation Plan
FY2010 CDBG Scattered Site Program
City of Boiling Spring Lakes, North Carolina
2009 Unified Development Ordinance
Town of Carolina Shores, North Carolina
Mr. Holland earned his B.A. and M.A. in Geography
with a minor in Planning from East Carolina University.
Before starting his own planning firm in 1987, he
worked in various planning positions in Virginia and in
Rocky Mount and Wilmington, NC. The firm’s principal
focus is on land use planning, land use regulation,
development and management of housing-related
projects, and hazard mitigation; other planning
services include Geographic Information System
(GIS) development and management; and preparation
of zoning and subdivision ordinances, sign regulations,
urban renewal plans, comprehensive housing
strategies, recreation plans, and hazard mitigation
plans. The firm has been actively involved in the
preparation of over 100 CAMA Land Use Plans,
North Carolina’s Disaster Recovery Program, including
the management of Hurricane Fran HMGP
elevation/acquisition projects, and Hurricane Floyd
acquisition/rehabilitation projects, and successfully
managed
the
largest
residential
elevation/retrofitting program ever funded by
FEMA (Beaufort County, NC – 1997 thru 2002). Mr.
Holland has administrative experience on over 150
housing rehabilitation/ redevelopment projects, and has
experience on over 100 CAMA land use and
comprehensive plans.
He has extensive public
participation experience including training by the
National Charrette Institute. He is a member of
the American Institute of Certified Planners.
Onslow County, North Carolina
2005-07 Core Land Use Plan
Town of Pembroke, North Carolina
2005 Comprehensive Plan
2006 Zoning/Subdivision Updates
2008 Central Business District Market Analysis
2010 Pedestrian Transportation Plan
Polk County, North Carolina
20/20 Vision Plan (Comprehensive Plan)
Town of Shallotte, North Carolina
2004-06 CAMA Core Land Use Plan
Downtown Shallotte Vision Plan
Town of Smithfield, North Carolina
Comprehensive Growth Management Plan
Town of Wrightsville Beach, North Carolina
Page 12
LANDIN W. HOLLAND, AICP, MPA, CZO
Senior Planner
American Planning Association (APA)
American Institute of Certified Planners (AICP)
Urban & Regional Information Systems
Association (URISA)
NC Certified Zoning Officials (CZO)
B.S. Geography, 1998
B.S. Urban Planning, 1998
M.A. Public Administration, 2004
East Carolina University
NC Association of Zoning Officials Certification Program, UNC
School of Government, May 2010
Form-Based Code Institute Training, 2008-09
SmartCode Workshop, 2008
PUBLICATIONS, AWARDS, PRESENTATIONS:
“Funding the Town of Ayden Stormwater Management
Program,” Master’s Thesis
Mr. Holland earned his B.S. in Geography, B.S. in
Urban Planning, and M.A. in Public Administration
from East Carolina University. He has worked for
Holland Consulting Planners, Inc., since 1999. His
principal focus has been on land use planning and
hazard mitigation. Other areas of experience
including stormwater regulations and supervision of
the firm’s Geographic Information Systems (GIS)
work.
Mr. Holland has administrative planning
experience on 20 Environmental Review Records,
22 Hazard Mitigation Plans, administration of flood
recovery projects, and assistance on or supervision of
14 CAMA Land Use Plans. Mr. Holland has recently
attended training workshops on Form-Based Code
and SmartCode. He currently provides day-to-day
planning/zoning services to the Town of Windsor
and the Town of Plymouth. He is a member of the
American Institute of Certified Planners.
Town of Atlantic Beach, North Carolina
City of Goldsboro, North Carolina
Envision 35: Urbanized Area Comprehensive Plan
City of Greenville, North Carolina
Center City - West Greenville Revitalization Plan
Town of Pembroke, North Carolina
FY04 CDBG Economic Development Project
2008 Central Business District Market Analysis
Pedestrian Transportation Plan
Town of Plymouth, North Carolina
Planning/Zoning Services
Park System Conceptual Open Space Designs
Downtown Shallotte Vision Plan
Town of Sunset Beach, North Carolina
Sunset Beach Boulevard Vision Plan
Page 13
WESLEY A. MACLEOD, ASLA
Urban & Regional Information Systems
Association (URISA)
B.A. Environmental Sciences
Minor in English with concentration
in professional writing
Geographic Information Systems Software certification
University of North Carolina at Wilmington, 2006
Master of Landscape Architecture
Urban and Regional Planning Graduate Minor
University of Florida, 2012
Aberdeen, North Carolina
Multi-Family Residential Assessment
Land Use Plan & Ordinance Revisions
Atlantic Beach, North Carolina
2007 CAMA Land Use Plan
Mr. MacLeod earned his B.A. in Environmental
Science, Minor in English with concentration in
professional writing, and Geographic Information
Systems Software certification from the University
of North Carolina at Wilmington. He also earned his
Master of Landscape Architecture with a minor in
Urban and Regional Planning from the University of
Florida. He began working for Holland Consulting
Planners, Inc., in July 2007. His primary interests
include land use planning, non-motorized
transportation planning, and urban design. He
has experience with land use plans, hazard mitigation
plans, and mobility plans, and provides much of the
firm’s GIS analysis and graphic design work. He
provides GIS support using the ArcGIS Suite of
products (ArcMap, ArcCatalog, ArcToolbox) 8x and 9x,
ArcView 3.2, and ArcInfo 7.2.
He has basic
development experience in ArcInfo and ArcGIS
desktop and is skilled in conversion and creation of
various GIS deliverables.
Town of Ayden, North Carolina
2012 Downtown Mobility Plan
Craven County, North Carolina
2007 CAMA Land Use Plan
2010 Hazard Mitigation Plan Update
Goldsboro, North Carolina
Envision 35: Urbanized Area Comprehensive Plan
Pembroke, North Carolina
2008 NCDOT Pedestrian Planning Grant Application
Central Business District Market Analysis
Downtown Shallotte Master Plan
Town of Sunset Beach, North Carolina
Sunset Beach Boulevard Vision Plan
Washington County, North Carolina
MTW Regional Hazard Mitigation Plan
Page 14
EXPERIENCE LISTING
Aberdeen, North Carolina
Zoning Ordinance, 2008
Atkinson, North Carolina
1998-99 Land Use Plan Update
2000-01 Zoning Ordinance
Atlantic Beach, North Carolina
Ayden, North Carolina
2004 Zoning and Subdivision Ordinance Update
2012 Downtown Mobility Plan
Bald Head Island, North Carolina
Beaufort, North Carolina
1996 Land Use Plan Update
1996 US 70 Corridor Study
1998 Subdivision Ordinance
1998 Zoning Ordinance
2003 Hazard Mitigation Plan
Beaufort County, North Carolina
1997 FEMA HMGP Application
Belhaven, North Carolina
1997 FEMA HMGP Application
Boiling Spring Lakes, North Carolina
Brunswick County, North Carolina
2004-06 CAMA Multi-Jurisdictional Land Use Plan
Burgaw, North Carolina
1993 Subdivision Ordinance Update
1999 Zoning Ordinance Update
Miscellaneous GIS Services
Caldwell County, North Carolina
Calabash, North Carolina
Camden County, North Carolina
2003-05 CAMA Advanced Core Land Use Plan
Carolina Shores, North Carolina
Carteret County, North Carolina
1997 Manufactured Home Park Ordinance
Caswell Beach, North Carolina
Caswell County, North Carolina
Belville, North Carolina
Colerain, North Carolina
Bladenboro, North Carolina
Columbia, North Carolina
1996 Preparation of Initial Zoning Ordinance
Bladen County, North Carolina
Page 15
EXPERIENCE LISTING
Craven County, North Carolina
1997 FEMA HMGP Applications (3)
1997 Land Use Plan Addendum
1998-99 Comprehensive Shoreline Access/
Recreation Plan
2003 Emergency Operations Plan Update
2006 Airport Zoning Ordinance
Craven County Schools
2005 Emergency Response Plan
Dunn, North Carolina
2001 Annexation Study
2004 Annexation Study
Eastern Regional Advisory Committee
2007 ERAC Medical Response Plan
Emerald Isle, North Carolina
1998-99 Comprehensive Shoreline Access/
Recreation Plan
2002 Shoreline Access/Recreation Plan Update
Enfield, North Carolina
Preparation of 1994 Comprehensive Central
Business District Revitalization Plan
Preparation of 1995 Economic Development Plan
1999 Annexation Report and Map
Fayetteville, North Carolina
Community Development Needs Assessment
Franklin County, North Carolina
1999 Land Use/Hazard Mitigation Plan
Goldsboro, North Carolina
Envision 35: Goldsboro Urbanized Area
Comprehensive Plan
Granville County, North Carolina
Comprehensive 2015 Land Development Plan
Greene County, North Carolina
Greenville, North Carolina
Center City-West Greenville Revitalization Plan
City of Greer, South Carolina
Grimesland, North Carolina
1997 Comprehensive Plan and Zoning Ordinance
Halifax County, North Carolina
Havelock, North Carolina
1998 Subdivision Ordinance
1998 Land Use Plan Addendum
Hertford County, North Carolina
Hookerton, North Carolina
Hyde County, North Carolina
2004 Engelhard Economic & Housing Strategic Plan
2004 Swan Quarter Revitalization Plan
Indian Beach, North Carolina
Jackson County, North Carolina
2002 Industrial Development Ordinance
Page 16
EXPERIENCE LISTING
Jacksonville, North Carolina
1996-97 Land Use Plan Update
1997-98 Shoreline Access and
Comprehensive Recreation Plan
Kinston, North Carolina
2012 Unified Development Ordinance Update
2002
2005
2006
2008
2010
Hazard Mitigation Plan
Comprehensive Plan
Central Business District Market Analysis
Hazard Mitigation Plan Update
Kure Beach, North Carolina
2001 Shoreline Access Plan
Pender County, North Carolina
1985 Land Use Plan
2012 Housing Needs Assessment
Lillington, North Carolina
2002 Zoning and Subdivision Ordinance
Pikeville, North Carolina
Louisburg, North Carolina
Pine Knoll Shores, North Carolina
1999-00 Shoreline Access/Recreation Plan
2002 Tree Mapping Project
Fire Act Grant Application
Bicycle & Pedestrian Corridor Planning
Grant Application
Miscellaneous GIS Services
Moore County, North Carolina
Morehead City, North Carolina
1999-00 Unified Development Ordinance
Nags Head, North Carolina
1988 10-Year Ocean Access and
Comprehensive Recreation Plan
Newport, North Carolina
North Topsail Beach, North Carolina
1997 Land Use Plan Update Phase I
1998 Land Use Plan Update Phase II
2001 All Natural Hazard Mitigation Plan
Oriental, North Carolina
1996 Waterfront Feasibility Study
Pembroke, North Carolina
Preparation of 1994 Comprehensive Central
Business District Revitalization Plan
Preparation of 1995 Economic Development Plan
Preparation of Recreation Plan
Polk County
Region L Council of Governments
Rocky Mount, North Carolina
Regional Land Use Plan, 1977-2000
Roanoke Rapids, North Carolina
2001 New Town Urban Renewal Plans
2002 Local Hazard Mitigation Plan
2003 Hodgestown Urban Renewal Plan
2003 Rosemary Mill Urban Renewal Plan
Robeson County, North Carolina
Page 17
EXPERIENCE LISTING
Saint Helena, North Carolina
2002 Zoning Ordinance and Subdivision
Regulations Update
Shallotte, North Carolina
Smithfield, North Carolina
2001 Comprehensive Growth Management Plan
Southport, North Carolina
Stallings, North Carolina
Sunset Beach, North Carolina
Swansboro, North Carolina
1999-00 Comprehensive Plan
Washington, North Carolina
1998 Recreation/Shoreline Access Study
2001 Stormwater Control Ordinance
2005-06 Comprehensive Plan
Washington County, North Carolina
2010 MTW Regional Hazard Mitigation Plan
Whiteville, North Carolina
Williamston, North Carolina
Windsor, North Carolina
Wrightsville Beach, North Carolina
Yaupon Beach, North Carolina
1990 Sketch Land Use Plan
Tyrrell County, North Carolina
Holland Consulting Planners, Inc.
3329 Wrightsville Avenue, Suite F
Phone: 910/392-0060 ! Fax: 910/392-2839
Website: www.hcpplanning.com
Peterson Building, 310 W. Main Street
Phone: 252/946-0877 ! Fax: 252/946-7912
Page 18
MICHAEL EGAN, J.D., M.A.
318 North Whitted Street • Hendersonville, NC 28739 • (828) 595-2100 • [email protected]
EXPERIENCE
Attorney-at-Law
June 2005 Private practice specializing in local government and land-use law, with a particular
emphasis on assisting local governments in managing growth. Member, Zoning & Land Use
Law Section of the North Carolina State Bar.
CITY OF HENDERSONVILLE
Staff Attorney
July 1998 - May 2005
Legal advisor to all City department heads. Principally responsible for preparation and
review of contracts, resolutions, and ordinances. Authored Historic Preservation Ordinance
and served as counsel to the Historic Preservation Commission. Served as counsel to the
Board of Adjustment. Authored several corridor and small area plans. Authored ordinance
creating several mixed-use zoning classifications. Facilitated committee of local officials
which authored Principles of Growth for inclusion in the City’s Land Development Plan.
BRIGHTWATER WOOD
Local Government Services
Planning Consultant
August 1994 - July 1998
Provided planning and other services to local governments. Managed numerous special
projects for the City of Hendersonville including comprehensive revision of the City’s
Zoning Ordinance.
Psychotherapist
July 1993 - August 1994
Private practice in psychotherapy emphasizing depth psychology.
Page 19
ROBERTS & EGAN, P.A.
Law Clerk (1972-1975)
Attorney-at-Law (1975-1992)
August 1972 - June 1992
Private law practice specializing in environmental and land use law. Member Florida Bar
and federal bar for the Fifth Circuit Court of Appeals. Broad experience in diverse
environmental issues including water quality, wetlands, solid waste disposal, and others.
Broad experience in growth management issues including planning and zoning,
developments of regional impact and areas of critical state concern. Registered lobbyist
representing, among others, the State Association of County Commissioners (Florida
Association of Counties) with substantial experience in drafting legislation. Member Local
Government Law and Environmental and Land Use Law Sections of the Florida Bar.
UNITED STATES AIR FORCE
Navigator
August 1968 - December 1971
Served as navigator on C-130 and AC-130 aircraft in the United States, Europe, and
Southeast Asia. First lieutenant at time of discharge.
EDUCATION
PACIFICA GRADUATE INSTITUTE
Santa Barbara, California
Master of Arts, Counseling Psychology, 1992, cum laude
THE FLORIDA STATE UNIVERSITY COLLEGE OF LAW
Tallahassee, Florida
Juris Doctor, 1975, cum laude
STETSON UNIVERSITY
DeLand, Florida
Bachelor of Arts, Political Science, 1968
Page 20
318 North Whitted Street • Hendersonville, NC 28739 • (828) 595-2100 • [email protected]
REPRESENTATIVE LIST OF CLIENTS
City of Hendersonville, North Carolina. Authored a series of ordinances substantially revising the City’s
Zoning Ordinance; introducing special use zoning and planned development districts; establishing
entry corridor & historic preservation overlay districts; creating neighborhood and highway mixeduse zoning districts; and revising and streamlining the City’s development review process.
City of Asheville, North Carolina. Prepared “snipe sign” ordinance providing for peremptory enforcement
of violations.
Town of Franklin, North Carolina. In partnership with Roger Briggs, ASLA, AICP, facilitated a process for
development of principles of growth for the Town of Franklin. Using these principles as a guide,
prepared a unified development ordinance for the Town which was enacted in September, 2007.
City of Brevard, North Carolina. Serve as counsel for the City’s Board of Adjustment and as an on-call
resource for the Planning Department. Recently revised the City’s unified development ordinance
to require that large-scale planned developments be reviewed under conditional zoning and assisted
the City in negotiating a complex development agreement permitting redevelopment of a
brownfield site.
Town of Lake Lure, North Carolina. Serve as counsel for the Town’s Board of Adjustment and Lake
Structures Appeals Board and as an on-call resource for the Town’s Community Development
Department. Authored a number of ordinances revising the Town’s Zoning and Subdivision
Regulations, including, among others, the following: Tree Protection Ordinance; Conservation
Design Subdivision Ordinance; Mountain & Hillside Development Ordinance; Soil Erosion
Ordinance. Under contract to create a unified development ordinance for the Town.
Jackson County, North Carolina. Authored the following ordinances for the County: Conservation Design
Subdivision Ordinance, and Mountain & Hillside Protection Ordinance, Farmland Preservation
Ordinance, Land Conservation Ordinance, and Comprehensive Lighting Ordinance. Currently
assisting the County with the development of an ordinance regulating development within the US
441 Gateway Corridor. On-call resource for the County Planning Director.
Polk County, North Carolina. Served as counsel for the Polk County Planning Department and,
subsequently, as County Attorney.
Page 21
REFERENCES
References for Holland Consulting Planners, Inc.
Polk County
PO Box 308, Columbus, NC 28722
Cathy Ruth, County Planner
828/894-2732
Town of Carolina Shores
200 Persimmon Road, Carolina Shores, NC 28467
Mike Hargett, Town Administrator
910/575-4877
Town of Stallings
315 Stallings Road, Stallings, NC 28104
Lynn Hair, Town Planner
704/821-0315
Town of Wrightsville Beach
PO Box 626, Wrightsville Beach, NC 28480
Tony Wilson, Planning & Parks Director
910/256-7937
References for Michael Egan, J.A., M.A.
City of Asheville
PO Box 7148, Asheville, NC 28802
Robert W. Oast, Jr., City Attorney
828/259-5610
Town of Lake Lure
2948 Memorial Highway, Lake Lure, NC 28746
Shannon Baldwin, Community Development Director
828/625-9983, extension 107
City of Brevard
95 West Main Street, Brevard, NC 28712
Joshua Freeman, Planning Director
828/883-8580
Polk County
PO Box 308, Columbus, NC 28722
Cathy Ruth, County Planner
828/894-2732
Page 22
FEE PROPOSAL
Staff Availability
Our project team is available immediately to undertake the project upon issuance of a notice to proceed.
If selected, we will schedule a contract scoping meeting with Town staff within five (5) days of receiving
notice to proceed.
Activities and Fee Schedule by Phase
Phase I:
Evaluate the existing ordinances.
$10,470 (15%)
Phase II:
Identify potential solutions and approaches.
$18,846 (27%)
Phase III:
Develop draft Unified Development Ordinance.
$34,900 (50%)
Phase IV:
Present Unified Development Ordinance for
Town Council consideration.
$5,584 (8%)
TOTAL NOT-TO-EXCEED FEE: $69,800
Hourly Rates
Staff Position
Hourly Rate
Principal/Project Manager
$150.00
Landin Holland, MPA, AICP, CZO
Senior Planner
$ 95.00
Wesley MacLeod, ASLA
$ 85.00
Michael Egan, J.D., M.A.
Project Attorney
$150.00
Clerical/Administrative Staff
$ 55.00
Holland Consulting Planners, Inc., will negotiate the final description of work tasks and
deliverables for inclusion in the contract, and the schedule of payments. At a minimum, one hard
copy and one electronic copy of the final UDO and map will be provided to the town. There will be no
additional charges for printing, copying, travel, etc.
Page 23
APPENDIX 1 - GRAPHIC DESIGN EXAMPLES
Town of Wrightsville Beach Unified Development Ordinance
Page 24
Page 25
Page 26
Definitions
Building Setback Line
A line establishing the minimum allowable distance between the property line and
the nearest portion of any structure or building constructed on a lot. No building
or structure or portion of a building or structure of any kind shall be permitted
between the building setback line and the property line, either below, at, or above
ground level, except as set forth herein, or elsewhere in this Ordinance.
Caliper
The measurement of the diameter of a
tree trunk. Measurement shall be taken
six inches above grade.
Yard, Front
An open unoccupied space on the same lot with a principal building between the front line of the building
and the lot frontage line (as defined herein) extending across the full width of the lot.
Yard, Rear
A yard extending across the full width of the lot and measured between the rear line of the lot and the rear
line of the main building.
Yard, Side
An open unoccupied space on the same lot with a building between the side line of the building and the side
line of the lot and extending from the front yard line to the rear line. If there is no front yard, the front
boundary of the side yard shall be the front line of the lot and if there is no rear yard the rear boundary of
the side yard shall be the rear line of the lot.
Page 27
BEFORE
AFTER
(facade enhancement, street
trees, bicycle sharrow,
crosswalk, and mural)
Town of Ayden Downtown Mobility Plan
Page 28
The Town of
WEAVERVILLE
CHARLOTTE
March 1, 2013
N FOCUS
RFP SUBMITTAL
DPZ
DPZ CHARLOTTE
N FOCUS
DUANY
March 1, 2013
!
PL A T E R - Z Y B E R K
Michael Boaz, Planning Director
The Town of Weaverville
Weaverville, NC 28787
Dear Mr. Boaz:
Statement of Qualifications
Project Description
Staff Availability
References
Appendix: Staff Resumes
Appendix: Additional project sample images
Project Fee
&
COMPANY
DPZ and N-Focus Planning & Design are pleased to submit this response to
the Town’s Request for Proposal for creating the Unified Development
Ordinance and Pattern Books. The following information is included in this
submittal:
•!
•!
•!
•!
•!
•!
*
Bill Duston,AICP
Chief Planner, N-Focus
!
N-Focus Planning is a growing planning firm with offices in both the Raleigh
and Charlotte regions that has a cadre of seasoned professional planners
well positioned to provide the services required by the Town. We will be
partnering on this project. We would be happy to answer any questions or
provide additional information relative to this RFP. Please feel free to
contact Bill at 704 281-5497 or [email protected]; and contact Tom
at 704 996-0349 or [email protected]. Sincerely,
Tom Low AIA CNU AICP LEED
Director, DPZ Charlotte
INTRODUCTION
The Town of
WEAVERVILLE
Firm Background Information and Availability
N•Focus Planning & Design (N•Focus) is uniquely staffed to
provide services tailored to this RFQ response.
N•Focus
provides municipal staff to local government departments in
need of additional experience in land use and infrastructure
under an elastic staffing model.
N•Focus professionals, led by
Richard Flowe, Principal, are allowed to specialize to bring
knowledge and expertise to protect the public’s interests.
N•Focus only provides services to local governments with a belief
that public accountability is paramount.
This depth of staff
resource allows N• Focus to create teams especially designed to
complete a project that exceeds expectations every time.
Auxiliary N•Focus staff can fluidly support project team
members with additional perspective, technical assistance and
skillsets that broaden the capability of the core team.
Tech
savvy staff means that requests for specific data types and
compatibility are not an issue.
N•Focus will be teaming up with DPZ Charlotte to complete this
project.
DPZ Charlotte is the regional office of internationally
renowned urban planners Duany Plater-Zyberk & Company,
headquartered in Miami, Florida.
DPZ Charlotte is a major
leader in the practice and direction of urban planning, involved in
designing over 150 new and existing communities in the Southeast
region and North America.
The office is led by Tom Low,
Director of Planning, a charter member of the Congress for the
New Urbanism (CNU).
DPZ Charlotte's projects have received numerous awards,
including a National Smart Growth Award by the Sierra Club and
a National Award for Best of American Living Award from the
National Association of Homebuilders and Professional Builders
Magazine. DPZ Charlotte is also the recipient of the American
Business Journal Green Entrepreneurial Effort/Innovative Idea
and the National Outstanding Planning Award called, "Making
Great Communities Happen," from the American Planning
Association.
STATEMENT OF QUALIFICATIONS
During the 12 month work period both DPZ and N•Focus we will
make this a top priority during this period.
Both DPZ and
N•Focus have the staff capacity to make this project a top
priority and complete it within the proposed 12 month schedule.
DPZ CHARLOTTE
N FOCUS
The Town of
WEAVERVILLE
Core Team
Bill Duston AICP will serve as project lead. He has over thirty years’
of planning experience in North Carolina and is very familiar with NC
planning law, planning practices and land use regulations. Assisting him
on the project will be Richard Flowe AICP.
Richard has worked in
large and small communities throughout North Carolina on a variety of
planning and economic development projects. Also assisting will be
David Flowe will assist on-site logistics and IT. Jana McMakin AICP,
will also provide technical and logistics support to the project.
Ms.
McMakin worked for Bill Duston at Centralina COG.
Tom Low, AIA CNU AICP LEED will serve as a co-lead for this project
with Bill.
He has over thirty years of architecture and planning
experience as well as an expert in new urbanism and form-based
design, development, and ordinances. Support staff from DPZ will be
provided as needed. Web, social media, and graphics support will be
provided by Kathy Crowe. Resumes for all project staff are included.
We are very open to include additional specialists with further
expertise as the project evolves and as desired by the Town.
DPZ CHARLOTTE
N FOCUS
The Town of
WEAVERVILLE
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The Town of
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Bill Duston, AICP
Bill Duston served as the Planning Director for Centralina
Council of Governments in Charlotte, NC for 20 years and
retired from Centralina in early 2012. While at Centralina,
he wrote land use regulations for a variety of local
governments, both big and small, throughout the greater
Charlotte region. One of his biggest accomplishments was
writing the award-winning Gaston County Unified
Development Ordinance, adopted by Gaston County, and
subsequent other municipalities in Gaston County, in recent
years.
The UDO replaced the County’s 1992 Zoning
Ordinance, and incorporated many designs and placebased land use regulations in its content.
The Plan was
written not only for adoption by the County, but for other
municipalities in the County to adopt.
Other UDO’s that
Bill wrote include those for Waxhaw and Lincoln County,
NC. During his later years at Centralina, Bill also starting
critiquing ordinances for jurisdictions, looking for internal
inconsistencies, inconsistencies with State law, and land
use regulations that were either outdated, or in need of
rewrite. His final project at Centralina was writing such
critiques for the Town of Pineville’s Zoning and Subdivision
regulations.
He had previously written similar critiques
for the Mint Hill UDO and for the City of Lincolnton’s
Zoning Ordinance (prior to creating the Lincolnton UDO).
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Bill is an expert on North Carolina planning law and
regularly gives training sessions at NCAPA and NCAZO
functions as well as to local governments throughout
North Carolina.
For the third consecutive year, Bill
partnered with the North Carolina Chapter of the
American Planning Association (NCAPA) to provide a
series of planning training workshops throughout North
Carolina including a workshop in Asheville in December
2012.
He is a former NCAPA President and VicePresident of Chapter Development.
DPZ CHARLOTTE
N FOCUS
Rd-40-18
Rd-40-18
st-50-34
st-54-38
st-54-38
cs-60-36
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F. Richard Flowe, AICP
Richard Flowe has been assisting local governments of all
sizes in North and South Carolina for over 25 years.
Most recently he authored and led the Midland (Cabarras
County) Town Plan 2030 and the Midland Development
Ordinance to adoption for the Town of Midland, NC in 2011.
In the Summer of 2012, he led the Creedmoor (Granville
County) City Plan 2030 and authored the Creedmoor
Development Ordinance both recently adopted by the City
of Creedmoor, NC.
Richard’s large City experience
includes a special appointment by Columbia, SC and
Richland County, SC to bring the policies and direction of
the city and county Planning Departments together as an
alternative to consolidation.
As the Joint City-County
Planning Director he lead the initiative to guide the City
and County Policies together from 1998-2001. Recent plans
he has lead bring effective implementation into policy in
common sense areas including: joint-use on all off-street
Utility Easements to promote City-wide walkability, and
Complete Streets specifications incorporated into both
city plan and ordinance policies to improve safety and
mobility for bikers while enhancing connectivity and
incorporating micro-BMP rain gardens into street and
parking areas to improve water quality while reducing
storm water costs.
He believes that practical
implementation is the key to the feasibility of all public
policy affecting development and municipal infrastructure
projects.
His well-known philosophy that “complex
problems do not need to have complex solutions” is
renowned by municipal managers, elected officials,
developers, and citizens where he leads the municipal
planning initiatives.
DPZ CHARLOTTE
N FOCUS
The Town of
WEAVERVILLE
Jana C. McMakin, AICP
Jana McMakin has been in the planning field for over 10 years. For much of that time, she has worked as a staff planner for
local governments in the greater Charlotte region. She served in that capacity in the Town of Mint Hill for three years. While at
Centralina COG, Jana served as staff planner for three municipalities: Fairview, Unionville and Marshville. Accordingly, she is
very familiar with local land use regulations. In her work capacity, she was required to not only write land use regulations, but
also to administer them.
At N-Focus, she is in charge of reviewing land use regulations that other staff write, to check for
clarity, consistency with other local regulations, and conformity with all NC general planning statutes. Working through N•Focus
Jana has returned as the Town of Marshville’s Planning Director.
David Flowe
WEAVERVILLE
The Town of
David is a graduate of the University of North Carolina at Chapel Hill with a Bachelors of Science in Psychology. His emphasis on
trend analysis and interpretation of cultural values and statistics helps N•Focus get a better understand of the social and
economic climate both at the macro-level, and with the individual local governments where N•Focus works. David also serves as
N•Focus’ Information Technology specialist both remotely and at all meetings and forums where presentations are made.
DPZ CHARLOTTE
N FOCUS
Tom Low AIA CNU AICP LEED
Tom Low is a licensed professional including a registered
architect and certified planner. He is the Director of DPZ
Charlotte and a partner in the firm of Miami-based Duany
Plater-Zyberk & Company, Architects and Town Planners.
Mr. Low has directed numerous projects winning awards
from several organizations including the American Institute
of Architects, the Sierra Club, the National Association of
Homebuilders, and the Environmental Protection Agency
for Smart Growth Achievement. He is actively involved
with initiatives, projects, research, and education. Tom
has made presentations and conducted workshops for the
Congress for the New Urbanism, the American Institute of
Architects, the American Planning Association, The
Environmental Protection Agency, the Sierra Club, New
Partners for Smart Growth, and the Institute for
Classical Architecture and Classical America, the National
Town Builders Association and many grass roots, regional
planning and civic organizations.
He has developed many
codes and plans for local governments in the Carolinas
and throughout the nation.
His on-going work involved
developing a code and plan for the new town of Carlton
Landing OK.
Tom, together with fellow DPZ staff members, was also
the author of the nationally-acclaimed SmartCode, a
prototype form-based regulating code, versions of which
have been adopted by many cities, both large and small,
throughout the United States. Tom has both theoretical
and practical planning experience.
Working with staff
from the City of Greensboro, Tom produced an infill
development plan in Southside — a previously blighted
neighborhood adjoining downtown Greensboro.
That plan
won a US EPA Smart Growth Award in 2007. Tom also
created Mixopoly — an interactive hands-on design
workshop for advancing planning efforts at the local level.
A Prospectus on DPZ work can be reviewed at the following:
http://www.mediafire.com/view/?2eb2pzdva1l5h8c
and these websites:
WEAVERVILLE
The Town of
www.dpz.com and www.dpzcharlotte.com and www.transect.org
Tom was recently appointed to the CharlotteMecklenburg Planning Commission and was elected this
year to serve as NCAPA’s Vice-President for Chapter
Development.
DPZ CHARLOTTE
N FOCUS
Kathy Crowe
WEAVERVILLE
The Town of
Kathy is a freelance designer with nearly ten years of experience serving as a feature page designer for the Charlotte Observer
and as an online editor for Time Warner Cable. Her design clients are diverse and include the Levine Museum of the New South,
Charlotte Symphony Orchestra and the Berkshire (MA) Planning Commission. Kathy’s role in this project will be to update and
maintain the Project website and the Project’s social media outlets (i.e., Facebook, blogs, etc.)
DPZ CHARLOTTE
N FOCUS
Product and Case Study Examples
Ordinance
(adopted
Examples of three relevant products completed by
DPZ/N Focus within the past five years include:
> the Midland Development
September 13, 2011)
The Smart Code version 9.2
Design
Code
>
the Gaston County Unified Development Ordinance
(adopted April 4, 2008).
>
Case Studies include:
Tradition
Southside Neighborhood Redevelopment, Greensboro
Living
>
Mixopoly Interactive Planning Tool (appendix)
>
Carlton Landing
(adopted 2010)
>
Summaries of each of these documents follow.
A Prospectus on DPZ work can be reviewed at the following:
http://www.mediafire.com/view/?2eb2pzdva1l5h8c
Publications
Agrarian Urbanism (NEW)
PRODUCT & CASE STUDY EXAMPLES
WEAVERVILLE
The Town of
Publications include the SmartCode, Sprawl Repair Manual, Light Imprint Handbook, The Smart Growth Manual, Suburban Nation
DPZ CHARLOTTE
N FOCUS
Midland Development Ordinance
The Gaston County UDO was written specifically for
Gaston County, but the County invited representatives
from all thirteen of the County’s municipalities to sit in
and provide input into the text of the Ordinance. The
UDO replaced the County’s first zoning ordinance,
originally adopted in 1992.
What sets this ordinance
apart from others is that it is written to accommodate
development, in both urban (e.g., downtown Gastonia),
small city (e.g., Bessemer City) suburban and rural
settings.
It was the County’s initial goal to have a
relatively similar of regulations in place Countywide to
guide development in the future. The County’s goal was
substantially met in that over 75% of the County’s land
mass is covered by the County’s UDO or by a version
of it adopted by one of the County’s municipalities. The
County won an award from NCAPA in 2010 for the
manner in which the Ordinance was put together and
ultimately adopted. Bill Duston served as the lead for
this project.
Gaston County Unified Development Ordinance
WEAVERVILLE
The Town of
http://library.municode.com/index.aspx?
clientID=14664&stateID=33&statename=North%20Carolina
The URL link for the UDO is:
The Town of Midland, located 20 miles east of
Charlotte, has continuously incorporated in 2000 and,
since incorporation, has continuously evolved from
being a bedroom community for Charlotte with no
discernible or functioning “town center” to a vibrate
multi-faceted community.
Comprehensive planning
work included a site analysis to create a well balanced
town based upon a true carrying capacity approach.
The plan is updated annually and includes increased
density supporting a new core main street area and
major employment centers.
Design work was
conducted by N•Focus to enhance the Town’s existing
planning documents and recalibrating them.
As a
result, a traditional downtown is planned to be built on
a site that was originally intended to be a PUD under
the County zoning that previously had been in place
both prior to and subsequent to the Town’s
incorporation.
The Development Ordinance, adopted in 2011, is a
hybrid ordinance, and contains both form-based and
traditional planning techniques to serve the “town and
country” theme of the community. The major elements
of the Ordinance build upon the rural-suburban
character towards creating a more compact, walkable
and aesthetically-pleasing community with a strong
economic base through local employment centers.
The URL link to this Ordinance is:
PRODUCT EXAMPLES — MIDLAND & GASTON COUNTY
http://www.townofmidland.us/documents/Planning%20and
%20Zoning/MDO/Midland%20Development%20Ordinance%20%20Adopted%2020110913.PDF
DPZ CHARLOTTE
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www.transect.org
SMARTCODE
The central transect-based planning and regulatory tool used by numerous
urban design firms and municipal planning departments is the open source
SmartCode. The SmartCode, a concise template released in 2003 and
continually updated, is a model ordinance flexibly written for towns, cities,
regions, and private developments. It requires calibration for local
conditions. The SmartCode v9 and Manual was published to aid calibrators
and planners and is available from New Urban News. SmartCode Version 10,
has a modular structure making it easier for a jurisdiction to assemble the
precise code it needs.
The SmartCode’s community-scale and block-scale articles are written
explicitly for zoning. Zoning reform is essential to allow walkable mixed-use
neighborhoods, thereby combatting sprawl, preserving open lands, and
reducing energy use and carbon emissions.
The Transect is evident in two ways. Zones and communities (1) exist as
characteristic places on the Transect and (2) they evolve along the
Transect over time. As places, the six Transect Zones contained in the
SmartCode display identifiable characteristics, based on normative
American urban patterns. They also increase in complexity, density and
intensity over a period of years, until a “climax condition” is reached. This is
a growth process analogous to succession in natural environments.
The best urbanism requires the sequential influence of many participants. A
code allows buildings to be designed and built by many hands over years, or
even generations.
The single designer or committee leads to a lack of robustness, similar to
vulnerable monocultures in nature. A parametric and successional code like
the SmartCode allows experience to feed back and become integrated -the fourth dimension of time. Once adopted, it stays in place, allowing
urbanism to evolve and mature without losing its necessary foundation of
order.
PRODUCT EXAMPLE — SMART CODE
It also ensures that a community will not have to scrutinize all proposed
projects, because the intentions of the citizens will have already been
determined in the process that leads to the code. The SmartCode is a
comprehensive framework for that process.
DPZ CHARLOTTE
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The Town of
WEAVERVILLE
Summary: What the SmartCode Does
WEAVERVILLE
The Town of
• It utilizes a types of zoning categories that ranges systematically from the wilderness to the urban core.
• It enables and qualifies Smart Growth community patterns that include Clustered Land Development
(CLD), Traditional Neighborhood Development (TND™), Regional Center Development (RCD), and TransitOriented Development (TOD).
• It integrates the scale of planning concern from the regional through the community
scale, on down to the individual lot and, if desired, its architectural elements.
• It integrates the design process across professional disciplines.
• It integrates methods of environmental protection, open space conservation
and water quality control.
GOOGLE MAPS © 2012
DPZ CHARLOTTE
N FOCUS
Summary: What the SmartCode Does — cont.
• It integrates subdivision, public works and Transfer of Development Rights
(TDR) standards.
• It provides a set of zoning categories common to new communities and to
the infill of existing urbanized areas.
• It is compatible with architectural, environmental, signage, lighting, hazard
mitigation, and visitability standards.
• It establishes parity of process for existing and new urban areas.
• It integrates protocols for the preparation and processing of plans.
• It encourages the efficiency of administrative approvals when appropriate,
rather than decision by public hearing.
• It encourages specific outcomes through incentives, rather than through
prohibitions.
• It specifies standards parametrically (by range) in order to minimize the
need for variances.
• It generally increases the range of the options over those allowed by
conventional zoning codes.
WEAVERVILLE
The Town of
Suburban Retrofit Module
Agrarian Urbanism Module
GOOGLE MAPS © 2012
DPZ CHARLOTTE
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CARLTON LANDING
A Living Tradition Design Code
The Design Code is conceived and administered to guide the building of the
Town of Carlton Landing. This Code assures that all new buildings are
harmonious with each other and with the language of the traditional
architecture of the area.
This Code further assures that the community adheres to a community
structure having the following characteristics:
»» The town, neighborhoods, villages and hamlets are limited in size by
approximately ten-minute, five-minute, and two-and-a-half minute walking
distances respectively from edge to center.
»» Residences, shops, workplaces, and civic buildings are included in close
proximity.
»» A variety of thoroughfares serve the needs of both the pedestrian and
the automobile.
»» Building frontages in disciplined alignment define the public space.
»» Public spaces in the form of squares, greens, parks and playgrounds
provide places for social activity and recreation.
»» Civic buildings reinforce the identity of the community, providing places
for assembly.
The Design Code is administered by the Carlton Landing Town Planner. The
Town Planner reviews all improvements to Carlton Landing for adherence to
the Design Code.
In matters of urban structure and aesthetics, the
provisions of this Code shall take precedence over local zoning codes,
subdivision regulations and ordinances. In matters of health and safety the
local zoning codes and ordinances shall take precedence over the provisions of
this Code.
CASE STUDY — CARLTON LANDING
Waivers to provisions of this Code are considered unique and are not to set a
precedent for future waivers. A waiver may be granted administratively by
the Town Architect on the basis of hardship, merit or excellence.
The Design Code is a series of prescriptions, some of which are mandatory
and others which are only recommended. The mandatory prescriptions are
indicated by the verb shall. The recommended ones are indicated by the verb
should. Options that are allowed but neither recommended or discouraged are
indicated by the verb may.
DPZ CHARLOTTE
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The Town of
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DPZ CHARLOTTE
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The Town of
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DPZ CHARLOTTE
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The Town of
WEAVERVILLE
DPZ CHARLOTTE
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The Town of
WEAVERVILLE
DPZ CHARLOTTE
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The Town of
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The Town of
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DPZ CHARLOTTE
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The Town of
WEAVERVILLE
Southside
Greensboro’s first TND Ordinance Designed Community
In 1999, the City of Greensboro, North Carolina, requested proposals for the
redevelopment of a 10-acre brownfield/greyfield downtown site known as
Southside. Just a few minutes’ walk from the city’s central business district, this
once genteel neighborhood of Victorian homes had suffered from highway
construction and subsequent decades of blight and abandonment. Tom Low,
Director of DPZ’s Charlotte office, teamed up with developers to design a new
master plan for the site that would repair and revitalize Greensboro’s urban
fabric.
As the first TND to be constructed in Greensboro, the project faced many
obstacles at every stage of approval and implementation. However, it has
emerged as a great success, selling out completely as of September 2004 and
winning several prominent awards, including the American Planning Association
Outstanding Planning Implementation Award for 2003 and the 2004 National
Award for Smart Growth Achievement in the category of Built Projects.
One of the major hurdles to making Southside a vibrant, walkable community was
Martin Luther King Jr. Boulevard, which runs through the center of the
neighborhood. The road’s high-speed, suburban geometries were effectively
cutting Southside in half, creating an undesirable “dead zone” at the center. Using
traffic-calming measures, such as shortening the building setbacks along the
road and including on-street parking, the plan reclaims this main street as a
grand urban boulevard, with a distinctive, pedestrian-friendly streetscape
design that sets Southside apart from the surrounding neighborhoods.
The town square is carved from an existing block and lined with mixed-use
buildings, townhouses, two historic houses, and an existing church. This central
gathering space features a donated fountain and installations of public art. Less
formal, smaller-scale open spaces are provided in a neighborhood common and a
small pocket park that was created from an existing cul-de-sac.
CASE STUDY — SOUTHSIDE
Southside brings in greatly increased tax revenues and has helped to spur
redevelopment initiatives across the city.
DPZ CHARLOTTE
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The Town of
WEAVERVILLE
Southside —cont.
CASE STUDY — SOUTHSIDE
Major hurdles to making Southside a vibrant, walkable
community included being the first project tested
under the new TND zoning. The project faced many
obstacles at every stage of approval and
implementation.
These are before/after images —
notice the highway off-ramp to square conversion.
DPZ CHARLOTTE
N FOCUS
The Town of
WEAVERVILLE
DPZ CHARLOTTE
N FOCUS
Staff Availability
N•Focus and DPZ staff will have the capability to execute and complete
the project during the planned twelve-month work period outlined in the
“Project Description” page.
The following are staff availability
summaries for the principal staff who will be involved in the project:
Bill Duston, AICP
Aside from proposed short vacation breaks in May, June and July 2013,
Bill Duston has nearly complete availability to work on this project for
its duration.
Richard Flowe, AICP
Richard’s availability is flexible. While he serves two (2) municipalities as
their appointed Planning, Zoning, & Subdivision Administrator, his
leadership of local staff enables him the ability to bring his practical
applications of policy to the team.
Jana McMakin, AICP
Jana has between 40-50% or 2.5 days per week during the project work
period.
She does have some pre-existing regularly scheduled meetings
associated with her work in Marshville.
David Flowe
David’s availability is flexible. He serves two (2) communities as a
Planner/GIS Coordinator responsible for special projects and has
approximately 25% or 1.25 days per week availability for this project.
Tom Low, AIA, CNU-A, AICP, NCARB, LEED
Tom has the capacity to prioritize this project and to work on it during
the twelve-month project period. Additional DPZ staff are available as
needed.
Kathy Crowe
further
Kathy has the capacity to work on building the website incrementally as
well as providing social media as part of the outreach and public
charrettes.
We are very open to include additional specialists with
expertise as the project evolves and as desired by the Town
STAFF AVAILABILITY
The Town of
WEAVERVILLE
REFERENCES
Town of Mooresville 704 662-3188
Gaston County
704 866-3473
Lincoln County
704 736-8726
336-373-2002
918-617-0786
828 215-4193
The Town of
WEAVERVILLE
BILL DUSTON
Professional References — Facilitation, Regulation Law, Adoption & Training
N. Erskine Smith, Manager
David Williams, Planning Director
Andrew Bryant, Interim Planning Director
704-920-4309
704-920-5215
704-888-2232 x11
RICHARD FLOWE
Professional References — Calibration, Economic Development & Adoption
Mike Legg, City Manager
City of Kannapolis, NC
Brian Hiatt, City Manager
City of Concord, NC
David Pugh, Town Administrator Town of Midland
REFERENCES
Greensboro, NC
Carlton Landing, OK
Cheshire, Black Mountain, NC
TOM LOW
Professional References — Facilitation, Design & Implementation
Andrew Scott, Asst. City Manager
Grant Humphries, Town Founder
Sikes Ragan, Village Founder
DPZ CHARLOTTE
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DPZ CHARLOTTE
N FOCUS
Project Completion
We envision a project completion period of approximately twelve
(12) months from Spring 2013 through Spring 2014. Based on the
approach to the project being offered, a preliminary project
completion schedule is as follows:
•
•
•
•
•
•
Conduct Public Forum
Update Code; Monthly Planning Board
Meetings; Draft Zoning Map
Conduct Planning Charrette
Develop/Conduct Public Survey
Establish Digital Media Sites
Ordinance and Plan Analysis
Initial Meetings with Town Officials
Months 11-12
Month 10
Months 4-9
Month 3
Months 2-3
Month 2
Months 1-2
Month 1
TIME PERIOD
•
Adoption Process
COMPONENT
•
The actual project schedule will be based on the workplan
submitted to and approved by the Town.
PROJECT COMPLETION
The Town of
WEAVERVILLE
Step 1- Kick-off Meeting; Project Management (Month 1)
This task incorporates initial project tasks such as finalizing the work
program and schedule, as well as quality assurance activities. The Town will
initially provide the consulting team with digital links to all relevant land use
ordinances, plans and policies. The team will review these materials prior to
the kick-off meeting. At the kick-off meeting in Weaverville with Town staff
we will review the initial work plan, charrette/public involvement process,
and schedule, and will refine them in concert with Town input as necessary.
The Town will conduct a driving tour with N-Focus/DPZ staff in order to
better acquaint them with the Town, with special attention provided to the
two focus areas (e.g., the central business district and Weaver Boulevard.)
The consulting team will also provide the Town with initial comments
regarding issues that should be addressed in the UDO, based on their review
and Town documents and the tour provided by staff.
Discussions will also
take place about the expectations/logistics of the Town survey, the UDO
webpage and social media sites, and the public input processes.
Project management will last throughout the duration of the contract.
Project manager’s Tom Low and Bill Duston will provide progress reports via
e-mail to the Town’s project manager every two weeks and will also conduct
monthly conference calls to keep activities on track as well as to discuss and
make any needed adjustments to the Project scope, schedule, deliverables,
etc.
Step 1-Deliverables
• Project kick-off meeting; tour of Weaverville
• Project schedule and consultant/Town roles responsibilities confirmed;
• Progress reports by e-mail every two weeks; monthly conference calls; and,
PROJECT DESCRIPTION
• Logistics on citizens’ survey and public input meetings discussed.
DPZ CHARLOTTE
N FOCUS
The Town of
WEAVERVILLE
Step 2- Ordinance/Plan Analysis (Months 1-2)
The consultant team will undertake a comprehensive background review and analysis to form an
understanding of needed ordinance (i.e., map, graphics, and text) changes. Ordinance analysis
consists of:
• Review of all relevant plans that have been officially adopted by the Town;
• Review of existing subdivision and zoning ordinance text and zoning districts;
• Review of ordinance typology and decision on the form of the amended ordinance;
• Recommendations on ordinance formatting and illustration needs; and,
• Development of project “punch list” identifying issues and zoning update needs.
Step 2- Deliverables
• Memorandum of suggested ordinance form, formatting, and illustrations;
• Technical memorandum of Ordinance update needs.
Step 3- Create Web and Social Media Sites (Month 2)
WEAVERVILLE
The Town of
The consulting team will create a website that will be linked with the Town of Weaverville’s
webpage to give citizens and other interested parties a continuous update on how the UDO project
is progressing. Based on input received in Step 1, a draft webpage and social media (e.g., Facebook)
page will be prepared for the Town staff review and comment. Necessary changes will be made.
The Town and the consulting team will develop a protocol on how each page is to be updated
throughout the UDO development process with realtime updates made daily during the charrette.
• Development of draft Web and social media pages;
• Changes made based on Town input;
• Launching of all digital sites; and
PROJECT DESCRIPTION
• Update of sites based on agreed protocol.
DPZ CHARLOTTE
N FOCUS
DPZ CHARLOTTE
N FOCUS
Step 4- Create and Conduct Public Input Survey (Months 2-3)
The Town will provide the consulting team with a list of topic areas
that are to be addressed in the survey. A draft survey instrument
will be created for the Town to review.
Appropriate changes will be
made. The Town and consulting team will discuss how the survey will
be distributed to the public including its placement on the Town’s
webpage and UDO social media sites.
(NOTE:
If the survey is to be
mailed to residents, the Town shall bear all associated postage costs.)
The consulting team will receive and tabulate all survey results. These
results will be shared at the charrette.
Concurrent with the survey and the charrette, the consulting team will
also conduct personal interviews with business and civic officials who
might be affected by any changes to the Town’s land use regulations,
especially those persons having interest in the central business district
and Weaver Boulevard corridor.
The Town will schedule (over the
course of one day) all such meetings.
Survey and interview results will be shared with the Town.
• Development and distribution of the survey instrument;
• Interviews with business and civic officials; and,
• Sharing of survey and interview results with Town officials.
PROJECT DESCRIPTION
The Town of
WEAVERVILLE
DPZ CHARLOTTE
N FOCUS
Step 5- First Public Forum…Design Charrette (5-7 days)
We will conduct a design workshop or “charrette” over 5-7
days. This task includes both communicating to the general
public and facilitating decisions with decision making bodies. We
will work closely with Town staff on all public involvement and
participation activities. Elements that will be completed under
this task are:
• Facilitating up to eight (8) input meetings each (assumed to all
occur over several days) of the members of the Steering
Committee;
• Conducting interviews with up to sixteen (16) Stakeholders
referred to by the Town;
• Developing and maintaining a project website and social media
program updated daily;
• Facilitating up to three hands-on public open houses to solicit
public input on the Ordinance using DPZ’s Mixopoly format (an
example of which is included); and,
• Supporting materials for meetings, including but not limited to
large-scale graphics, presentation boards, presentations and
handouts;
• Meeting agendas, interview summaries, charette and Steering
Committee meeting summaries and supporting materials; and,
• Project website and social media content updates.
PROJECT DESCRIPTION
The Town of
WEAVERVILLE
DPZ CHARLOTTE
N FOCUS
Step 6- Ordinance Drafting (Months 4-9)
The work completed in the previous tasks will be incorporated with
research, fieldwork including verifying setbacks, public space/right-ofway components, synoptic surveys and transect calibration (if the Town
chooses to adopt a form-based code), and analysis to prepare the UDO.
This document will merge the components of the Town’s zoning and
subdivision regulations into one document.
UDO components will include
including text, illustrative graphics and maps. These elements will be
drafted and submitted to the Town for review and comment. As part of
the draft Ordinance, the consulting team will prepare recommendations
for changing the Town’s official zoning map.
The consulting team will
meet monthly with the Planning Board to give updates on the draft and
to seek input from the Planning Board on UDO content.
It may be
beneficial to conduct special meetings with the Planning Board during this
time period to ensure time at each of these meetings. The consulting team
will prepare the final GIS zoning map with recommended changes.
Once the draft text and map have been completed, the consulting team
will meet with Town staff in Weaverville to formalize a draft suitable for
presentation to the public.
The consulting team and the staff will
conduct a beta test of the draft using a variety of sites in Weaverville
(chosen by the Town) to ensure the ordinance’s usability upon adoption.
Based on results of these tests, adjustments to the UDO will be made.
• Draft UDO (i.e., text, graphics, and map) for Town staff review and
recommendation.
• Beta test of the draft UDO; and,
• Final draft adjustments.
PROJECT DESCRIPTION
The Town of
WEAVERVILLE
DPZ CHARLOTTE
N FOCUS
Step 7- Second Public Forum (Month 10)
The consulting team and Town staff will confer to develop a format for
conducting a second public “open house” forum, the purpose of which is
to acquaint and seek comment and input on the draft UDO from local
residents.
Introductory materials will be developed by the consulting
team for the forum. These include a PowerPoint presentation, pamphlets
and poster boards outlining the changes between the existing and
proposed codes, and examples of what development would look like under
the new UDO.
Special emphasis will be placed on changes and design
standards incorporated into the central business district and Weaver
Boulevard focus areas. The consulting team will be on hand to answer
questions from attendees regarding the draft ordinance.
A summary of the forum results will be prepared and submitted to the
Town.
• Preparation of supporting materials for the open house forum, including
but not limited to large-scale graphics, presentation boards, presentations
and handouts;
• Attendance at the forum;
• A summary of the forum results;
Following Steering Committee and Planning Board input, a public hearing
draft Planning Ordinance will be prepared incorporating the comments
received. After the public hearing, final changes will be made and the
ordinance delivered to the Town in electronic form.
PROJECT DESCRIPTION
The Town of
WEAVERVILLE
DPZ CHARLOTTE
N FOCUS
Step 8- Adoption Process (Months 11-12)
Based on results received from the second public forum, final edits to the
draft UDO will be made by the consulting team.
The final draft will be
submitted to the Town staff for endorsement.
Once this is completed,
the draft will be presented to the Planning Board for their
recommendation.
The consulting team will be present at the Planning
Board meeting. Upon the Planning Board’s recommendation, the UDO will be
presented to the City Council (by Town staff) to call for a public hearing.
The consulting team will give guidance to the Town on how the public
hearing should be advertised.
The Town will bear all financial
responsibilities associated with such advertisement. The consulting team
will attend the Town Board public hearing on the UDO.
Step 8-Deliverables
Town
in
preparing
necessary
public
hearing
• Consulting team attendance at the Planning Board and governing board
UDO meetings;
• Assistance to the
notification materials;
• Delivery of the adopted UDO (including text and map). This shall include
the text of the UDO ordinance in Microsoft Word format and all shape
files associated with the adopted zoning map. In addition, one “internetready” copy of the adopted UDO will be provided to the Town.
PROJECT DESCRIPTION
The Town of
WEAVERVILLE
DPZ CHARLOTTE
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Project Fee
The total cost for this project as here-in described shall be $97,904.
This includes all consultant team labor costs, travel, lodging, and material
supplied by DPZ and N•Focus for the project. This fee does not include
however, room rental fees for the charrette, public meeting notifications,
beverages and snack for citizen participants and cost associated with
advertising the UDO public hearing.
PROJECT FEE
The Town of
WEAVERVILLE
APPENDIX
CHARLOTTE
N FOCUS
Resumes
Additional Project Samples
DPZ
D P Z RESUME: THOMAS E. LOW
Professional
Affiliations:
Academic:
Selected Projects:
Professional
Experience :
2009 - Present
2004 - Present
1993 - Present
1983 - Present
American Institute of Certified Planners
LEED Accredited (Leadership in Energy and Environmental Design)
Charter Member, Congress for the New Urbanism
Member, American Institute of Architects
Master of Architecture in Suburb and Town Design, University of Miami, Miami, FL
Bachelor of Architecture, Virginia Polytechnic Institute and State University, Blacksburg, VA
Westview South Master Plan , Frederick, Maryland, 120 acres
Bawabat Makkah, KSA. Greenfield Development, 400 hectares
University Mall Retrofit, Salt Lake City, Utah, 100 acres
The Land Master Plan, Tulsa, Arkansas, 30 acres
Ford Redevelopment Master Plan, St. Paul, Minnesota, 130 acres
Woodmont Commons, Londonderry, New Hampshire, 269 acres
Belmore Park Master Plan, Norwich, United Kingdom, 200 acres
Ladyfield Master Plan, Scottish Sustainiable Communities, Dumfries, Scotland, 55 acres
East End Neighborhood Transformation , Richmond, Virginia, 348 acres
Charlotte Streetcar, Charlotte, North Carolina. 11 miles long by 1 mile wide
Lifelong Communities, ARC, Atlanta, Georgia, 600 acres
Carlton Landing Master Plan, Oklahoma City, Oklahoma, 800 acres
City of Camden Vision Plan, Camden, South Carolina, 651 acres
Jackson Barracks Master Plan, New Orleans, Louisiana, 36 acres
Unified New Orleans Plan District 1, New Orleans, Louisiana
Locust Town Center, Stanly County, North Carolina, 125 acres
5th Avenue South Reassessment, Naples, Florida. 55 acres
Lost Rabbit Master Plan, Madison County, Mississippi, 260 acres
Southside Redevelopment, Greensboro, North Carolina,13 acres
Willow Oaks HOPE VI Redevelopment Plan, Greensboro, North Carolina, 250 acres
Cheshire Mountain Village Master Plan, Black Mountain, North Carolina, 58 acres
Woodsong Village, Shallote, North Carolina, 30 acres
Habersham Village Master Plan, Beaufort, South Carolina, 240 acres
1995 - present Partner, Director of Town Planning, Charlotte, North Carolina
1995
Established the Charlotte, NC office of Duany Plater-Zyberk & Company
1991 - 1995
Project Manager, Duany Plater-Zyberk & Company, Miami, FL
Thomas Low is a registered architect and certified planner. He is the Director of DPZ Charlotte and a partner in
the firm. Low is directing numerous projects winning awards from organizations including the American Institute of
Architects, the Sierra Club, the National Association of Homebuilders, and the Environmental Protection Agency for
Smart Growth Achievement. He leads the research initiative on Light Imprint, combining environmentally-sensitive
storm-water management techniques with New Urban community design principles. It includes the Light Imprint
Handbook, and web site, www.lightimprint.org. He is also the developer of Mixopoly, a hands-on board game
challenging participants to incorporate physical design and placemaking into a healthy, sustainable built environment.
Low makes presentations, conducts workshops, and participates in webinars for the Congress for the New Urbanism,
the American Institute of Architects, the American Planning Association, The Environmental Protection Agency, the
Sierra Club, New Partners for Smart Growth, the National Town Builders Association, the United States Green
Building Council, the Form-based Code Institute, and other planning and civic organizations.
Workshops
and Lectures:
California Local Government Commission, Yosemite, California
17th Annual Rail-Volution, Washington DC
New Partners for Smart Growth, Charlotte, North Carolina
StormCon2011, Anahiem California
Congress for the New Urbanism, Madison Wisconsin
American Institute of Architects, Miami, Florida
KATHY CROWE
Freelance Designer, 6/84 - present
Web Print Books Exhibits Logos Illustrations
Creating websites, printed materials, logos/identity, books and exhibits that
visually capture the essence of your
message. Specializing in the organization and compelling presentation of
information.
Click here for Online Portfolio at www.KathyCrowe.com
Time Warner Cable, 1/99 - 5/03
Online Editor 1/02 - 5/03, Web Designer 1/99 - 1/02
Overall responsibility for AroundCarolina.com, an online magazine, including
design, development and production
of original features. (Site no longer exists.)
Online marketing materials and support pages for local Time Warner Cable
corporate site.
Charlotte Observer, Charlotte, NC, 8/94-1/99
Feature page designer
Food, Arts, Travel, Health, Living fronts and inside pages. Worked with writers,
editors, photographers to help plan
features stories.
Online Editor
Helped start up charlotte.com, the paper’s online version. Editor, designer,
creator of humorous online newsletter.
Sampling of Clients
Levine Museum of the New South Charlotte Symphony Orchestra
Duany Plater-Zyberk & Company, Inc. Berkshire Planning Commission
The Center for Peace through Culture David Crowe (composer)
Grassroots Leadership Arts Engage
Van Drie Research (biologist) Barbara Presnell (poet)
Mickey Myers Pastels The Peaceful Dragon
Elegant Green Homes Charleston Tibet Center
Champion Screenwriting Eleanor Goud (artist)
Springfield Library and Museums Association, Springfield MA 6/79-4/84
Communications Coordinator for this complex of four museums and the main
library: The George Walter Vincent
Smith Art Museum, Springfield Art Museum, Connecticut Valley Historical
Museum, Springfield Science Museum,
and the City Library headquarters.
Responsible for overall public relations program
Produced/designed marketing materials for the Association
Edited and designed monthly newsletter
Supervised volunteers
Produced special events, including 5-day celebration of the arts
Education
Bachelor and Masters degrees in English from the State University of New
York at Binghamton
WEAVERVILLE
The Town of
www.KathyCrowe.com [email protected] 413.394.4196 720
RESUMES
March, 2012
October, 2011
February, 2011
August, 2011
May, 2011
June, 2010
!
DPZ CHARLOTTE
N FOCUS
Bill Duston, AICP, Chief
Planner
BS- Geography- Florida State University
Master of Arts in City and Regional Planning- University of
Iowa
Education
•
•
American Institute of Certified Planners (Registration Number
008172)
Credentials and Affiliations
•
•
RESUMES
C lev eland
Planning Board and Board of
Adjustment Training
C hina Grov e
Staff Planner
Annexation Fiscal Analysis
Board of Adjustment
Training
C herryv ille
Zoning Ordinance Update
Water and Sewer Extension
Plan
Land Use/Transportation
Corridor Study
Annexation
Brev ard
Annexation
Adjustment Training
1977-1978 Mark Twain Regional Planning Commission, Monroe City,
MO
1978-1981 Southwest Georgia Regional Planning and Development
Commission, Camilla, GA
1981-1984 Spartanburg County, SC
1984-2012 Centralina Council of Governments, Charlotte, NC
2012-Present N-focus Planning & Design, Inc.
Experience and Employment
•
•
•
•
N orth C arolina
M unicipalities
A lbem arle
Zoning and Subdivision
Ordinance Updates
Planning Board Training
Badin
Land Use Plan
Zoning Ordinance
Belmont
Annexation
Land Use Focus Group
Facilitation
Sedimentation Control
Ordinance
Adjustment Training
Bessem er C ity
Water and Sewer Extension
Policies
Annexation
DPZ CHARLOTTE
N FOCUS
The Town of
WEAVERVILLE
DPZ CHARLOTTE
N FOCUS
RESUMES
The Town of
WEAVERVILLE
DPZ CHARLOTTE
N FOCUS
RESUMES
The Town of
WEAVERVILLE
F. Richard Flowe, AICP, Senior
Planner — cont.
DPZ CHARLOTTE
N FOCUS
RESUMES
The Town of
WEAVERVILLE
MIXOPOLY
Mixopoly is an interactive hands-on design
workshop and social media tool for advancing
planning efforts at the local level. In a Mixopoly
workshop we identify site specific locations and
invite neighborhood advocates and others to
create a zoning framework for their community.
These can be an infill site, a few blocks, broader
neighborhood
areas,
or
an
entire
municipality. This is the beginning of the process
of planning and calibrating zoning for communities.
What happens in a Mixopoly workshop:
• about 25-75 participants typically attend and
form small diverse teams
• Team members include but not limited to:
Neighborhood Association leaders and
individuals
School representatives (could be a PTA rep
or someone the principal suggests)
Neighborhood Clergy or representative
Neighborhood public safety representatives –
police, fire fighters
Retail businesses (don’t forget to talk with
the bank in the neighborhood)
Other business interests
Local developers and realtors
Other interested people
PROJECT APPROACH — MIXOPOLY
The size is not limited – a group can form several
teams with many people.
DPZ CHARLOTTE
N FOCUS
The Town of
WEAVERVILLE
MIXOPOLY — cont.
Using the Mixopoly Interactive Community Design T-Zoning
Calibration Templates
•
Participants gather around tables then we kick off the
workshop with presentations on why community matters and
why physical form matters. • Each team uses Mixopoly Interactive Community Design TZoning Calibration Templates and collaborates to create a
walkable, compact, connect, mixed-income, mixed-use
neighborhood — every neighborhood design is unique and
personal — like snowflakes. Each team also calibrates their
Mixopoly block templates for the desired mix of housing and
mixed-use based on preferred T-zones. DPZ CHARLOTTE
N FOCUS
The Town of
WEAVERVILLE
MIXOPOLY — cont.
•
Once each team completes
a
prototype neighborhood design they
then move to the Community Buffet
and determine their preferred T-zone
community types i.e., Urban Core, City
Neighborhood, Small Town, Rural Village,
and Agrarian Hamlet. •
The next phase includes teams reassembling to look at site specific
locations in the study area. •
Proposals are collectively made i.e.
for a more housing choice, access to
daily needs, connecting network of
thoroughfares including additional
walkways, bikeways, and trails;
establishing public places anchored by
civic uses; more direct access points
to greenways; traffic calming along
thoroughfares including islands
and crosswalks; and infilling/lining gaps
with additional active uses.
•
The results are then used to
calibrate the desired T-zones and
other specific details of the zoning
ordinance callibration and map. DPZ CHARLOTTE
N FOCUS
The Town of
WEAVERVILLE
DPZ CHARLOTTE
N FOCUS
WEAVERVILLE
The Town of
illustrations, templates, and worksheets from Mixopoly
PROJECT APPROACH
DPZ CHARLOTTE
N FOCUS
Living Tradition Design Code graphics
PROJECT APPROACH
The Town of
WEAVERVILLE
DPZ CHARLOTTE
N FOCUS
Davidson Growers and Dwellers Transect graphics
The Town of
WEAVERVILLE
DPZ CHARLOTTE
N FOCUS
Agrarian Urbanism Seasonal Transect graphics
The Town of
WEAVERVILLE
DPZ
CHARLOTTE
N FOCUS

Comprehensive Land Use Plan and Unified

Transcription

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