HomeMy WebLinkAboutFisher & Hall Urban Design 2006-08-16CITY OF UKIAH
AGREEMENT FOR
PROFESSIONAL SERVICES
PREPARATION OF DOWNTOWN/PERKINS STREET
COMMUNITY VISION PROGRAM AND FORM BASED (SMARTCODE)
ZONING REGULATIONS
This agreement shall be considered a contract, and is entered into this ((P day of A��)xu
by and between the CITY OF UKIAH, a general law municipal corporation, hereinafter referred to as
"CITY" and Fisher & Hall Urban Design, a partnership, hereinafter referred to as the
"CONSULTANT."
PREMISES
The purpose of this agreement is the preparation and completion by CONSULTANT of a
Community Visioning Program and Form Based (SmartCode) Zoning Regulations for the Ukiah
Downtown and Perkins Street Corridor. The scope of work is more particularly described in the
Exhibit "A", attached to this agreement.
CITY may retain independent contractor to perform special services for CITY or any
department thereof.
CONSULTANT is willing and able to perform duties and render services in preparation and
completion of such a Community Visioning and Form Based (SmartCode) Zoning Regulations
project. This work has been determined by the City Council to be necessary for the welfare of
residents of the CITY.
CITY believes the provision of these services to the residents is in their best interests, and
CONSULTANT agrees to perform such duties and render such services as outlined below:
AGREEMENT
CITY and CONSULTANT agree as follows:
ARTICLE 1
SERVICES OF CONSULTANT
1.01 CONSULTANT shall provide those technical, expert, and professional services as
described in Exhibit "A," which consists of the scope of work, dated March 30, 2006
and supplemented on June 30, 2006, which is attached hereto as Exhibit "A" and
incorporated herein. CONSULTANT shall provide such services within the time
limits described below.
1.02 The absence, omission, or failure to include in this agreement items which are
considered to be a part of normal procedure for a study of this type or which involve
professional judgement, shall not be used as a basis for submission of inadequate
work or incomplete performance.
1.03 CITY relies upon the professional ability and stated experience of CONSULTANT as
a material inducement to entering into this agreement. CONSULTANT understands
the use to which the CITY will put their work product and hereby warrants that any
and all information contained in the final Form Based (SmartCode) Zoning
Regulations shall be made and prepared in accordance with generally accepted
professional practices.
1.04 CONSULTANT shall bearthe expense of all printing and reproduction costs until the
final document is formally accepted by the CITY, at which time CONSULTANT shall
turn over to CITY all documents, including a complete electronic version.
1.05 CONSULTANT shall complete all phases of the project according to the Project
Timeline detailed on page 21 of the March 30, 2006 Proposal (attached Exhibit A).
CONSULTANT shall deliver three (3) copies of the Administrative Draft SmartCode
Approximately one (1) month after the completion of the community design charrette.
1.06 CONSULTANT shall be responsible for attendance at public meetings and hearings
as determined and required by CITY, pursuant to the Time and Materials cost
stipulated in Exhibit "A." CONSULTANT shall revise the SmartCode document at
the direction of the CITY pursuant to the Time and Materials cost stipulated in Exhibit
«A „
1.07 CONSULTANT shall provide a SmartCode training session pursuant to the scope
and budget detailed in the June 30, 2006 correspondence from the CONSULTANT
included with Exhibit A if the CITY decides to pursue this optional task.
1.08 CONSULTANT shall perform any additional services as may be required due to
significant changes in general scope of the project. Such additional services shall be
paid for by supplemental agreement and shall conform to the rates of payment
specified in Article V below.
ARTICLE II
SERVICES OF CITY
2.01 CITY shall provide any information as to its requirements for performance of the
agreement not already contained in Exhibit "A."
2.02 Upon request, CITY shall provide CONSULTANT any information in its possession
or reasonably available to it that CONSULTANT may need to perform services under
this agreement.
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ARTICLE III
TERM OF AGREEMENT
3.01 The term of this agreement shall commence on the effective date and shall terminate
when the CITY has formally accepted the final version of the Downtown/Perkins
Street Form Based (SmartCode) Zoning Regulations.
This agreement may be extended on its same terms and conditions upon written
agreement between the CITY and CONSULTANT.
3.02 The execution of this agreement by the CITY shall constitute the CONSULTANT'S
authority to proceed immediately with the performance of the work described by
Exhibit "A."
3.03 All work by CONSULTANT shall be completed pursuant to Exhibit "A" and paragraph
1.05 above in a reasonable timeframe according to the established deadlines.
CONSULTANT shall not be held responsible for delays caused by circumstances
beyond its control.
3.04 CONSULTANT acknowledges that timely performance of services is an important
element of this agreement and shall perform services in a timely manner as provided
in paragraph 1.05 above and consistent with sound professional practices.
3.05 If CITY requests significant modifications or changes in the scope of this project the
time of performance shall be adjusted appropriately. The number of days of said
extension shall be the final decision of CITY.
ARTICLE IV
COST OF SERVICES
4.01 CONSULTANT has been selected by the CITY to provide services described in
Exhibit 'A" attached hereto and incorporated herein by reference, for which
compensation shall not exceed one Hundred Thousand Dollars ($100,000.00). The
optional tasks described in Exhibit "A", including attendance at public hearings and
SmartCode revisions may be authorized by the Director of Planning and Community
Development at the Time and Materials cost indicated in Exhibit "A." CONSULTANT
shall provide a SmartCode training session at a not -to -exceed cost of Ten Thousand
Two Hundred Dollars ($10,200.00) if the CITY decides to pursue this optional task.
4.02 Cost overruns or failure to perform within the maximum compensation ceiling
established in 4.01 above shall not relieve CONSULTANT of responsibility to provide
those services specified in Exhibit "A", for a total compensation including
reimbursable expenses not to exceed $100,000.00. The costs for attending
Planning Commission and City Council public hearings and making revisions to the
SmartCode as directed by the Commission and Council shall be billed on a Time and
Material basis. If the CITY pursues the optional task of a SmartCode training
session, the cost shall not exceed $10,200.00.
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ARTICLE V
PAYMENT FOR SERVICES
5.01 CITY shall pay CONSULTANT for work required for satisfactory completion of this
agreement in amount to be determined in accordance with the method described in
paragraph 5.02 below.
5.02 Payment scheduling: Total payment not to exceed One Hundred Thousand Dollars
($100,000.00), except for the extra cost associated with attendance at public
hearings and revisions to the draft SmartCode, and the Ten Thousand Two Hundred
Dollars ($10,200.00) cost for a SmartCode training session if the CITY decides to
pursue this optional task. Fees for professional services for the extra services as
outlined herein shall be paid on a time and materials basis. A detailed description
and explanation of services and associated fees shall be listed on each invoice
submitted by CONSULTANT.
5.03 CITY shall pay CONSULTANT a retainer fee equal to 20% of the not to exceed
amount One Hundred Thousand Dollars ($100,000), which amounts to Twenty
Thousand Dollars ($20,000), upon execution of this agreement.
5.04 Payments to CONSULTANT shall be based on an itemized invoice submitted by
CONSULTANT not more frequently than monthly. The invoices shall detail the time
expended by each employee of the CONSULTANT (date, hours worked, tasks
performed), as well as all reimbursable expenses (airfare, hotels, reproduction,
mileage, etc.) and shall not exceed $100,000.00, except as provided for in Section
5.02 above.
5.05 Payments will be made by CITY within thirty (30) days of receipt of invoice from
CONSULTANT.
5.06 If CITY substantially alters the scope of work to include additional analyses or
services, the total payment and cost of services may be changed by amending the
agreement.
ARTICLE VI
PROJECT INSPECTION AND ACCOUNTING RECORDS
6.01 Duly authorized representatives of the CITY shall have right of access to and
inspection of the CONSULTANT'S files and records relating to the project included
in the agreement and may review the work at appropriate stages during performance
of the work.
6.02 CONSULTANT must maintain accounting records and other evidence pertaining to
costs incurred, which records and documents shall be kept available at the
CONSULTANT'S California office during the contract period and thereafter for three
(3) years from the date of final payment.
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ARTICLE VII
DISPOSITION OF FINAL REPORTS
7.01 All documents and associated materials and backup data as required by this
agreement shall be and shall remain the sole property of CITY.
7.02 CONSULTANT'S attention is directed to the required notice under Government
Code Section 7550, which states in part that "any documents or written reports
prepared as a requirement of this contract shall contain, in a separate section
preceding the main body of the document, the number and dollar amounts of all
contracts and subcontracts relating to the preparation of those documents or reports
if the total cost for work by non -employees of the public agency exceeds $5,000.00."
ARTICLE VIII
TERMINATION OF AGREEMENT
8.01 At any time CITY may suspend indefinitely or abandon the project, or any part
thereof, and may require CONSULTANT to suspend the performance of the service.
In the event the CITY abandons or suspends the project, CONSULTANT shall
receive compensation for services rendered to date of abandonment and
suspension in accordance with the provisions of Sections 5.01, 5.02, and 5.03
herein.
8.02 It is understood and agreed that should CITY determine that any part of the work
involved in the program is to be suspended indefinitely, abandoned, or canceled,
said agreement shall be amended accordingly. Such abandonment or cancellation
of a portion of the program shall in no way void or invalidate this agreement as it
applies to any remaining portion of the project.
8.03 If, in the opinion of the CITY, the CONSULTANT fails to perform or provide prompt,
efficient, and thorough service, or if CONSULTANT fails to complete the work within
the time limits provided, CITY shall have the right to give notice in writing to
CONSULTANT of its intention to terminate this agreement. The notice shall be
delivered to CONSULTANT at least seven (7) days prior to the date of termination
specified in the notice. Upon such termination, CITY shall have the right to take
CONSULTANT'S studies and reports insofar as they are complete and acceptable to
CITY, and pay CONSULTANT for the performance rendered, in accordance with
Sections 5.01, 5.02, and 5.03 herein, prior to the delivery of the notice of intent to
terminate, less the amount of damages, general or consequential, which CITY may
sustain as a result of CONSULTANT'S failure to satisfactorily perform his obligations
under this agreement.
6i
ARTICLE IX
RESPONSIBILITY FOR CLAIMS AND LIABILITIES
9.01 HOLD HARMLESS: The CONSULTANT shall indemnify and hold harmless the
CITY, its agents, officers, and employees against and from any and all claims,
lawsuits, actions, liability, damages, losses, expenses, and costs (including but not
limited to attorney's fees), brought for, or on account of, injuries to or death of any
person or persons including employees of the CONSULTANT, or injuries to or
destruction of property, arising out of, or resulting from, the performance of the work
described herein, provided that any such claim, lawsuit, action, liability, damage,
loss, expense, or cost is caused in whole or in part by any negligent or intentional
wrongful act or omission of the CONSULTANT, any subcontractor, anyone directly or
indirectly employed by any of them, or any for whose acts any of them may be liable.
CONSULTANT shall have no duty to indemnify or defend CITY under this
paragraph if the damage or injury is caused by the active and sole negligence or
willfully wrongful actor omission of CITY or its officers or employees. CITY agrees
to timely notify CONSULTANT of any such claim and to cooperate with
CONSULTANT to allow CONSULTANT to defend such a claim. The duties and
obligations of this Section 9.01 relate only to "general liability" and not to
"professional liability" claims and liabilities.
ARTICLE X
INSURANCE
10.01 CONSULTANT, at its expense, shall secure and maintain at all times during the
entire period of performance of this agreement, insurance as set forth in Exhibit "B",
attached hereto, and incorporated herein by reference.
ARTICLE XI
GENERAL COMPLIANCE WITH LAWS
11.01 It is understood and agreed that the CONSULTANT will complywith all federal, state
and local laws and ordinances as may be applicable to the performance of work
under this agreement.
11.02 The CONSULTANT shall obtain a City of Ukiah Business License prior to
commencing work.
ARTICLE XIII
NONDISCRIMINATION
12.01 CONSULTANT certifies that it is in compliance with the Equal Employment
Opportunity Requirement of Executive Order 11246, as amended by Executive Order
11375, Title VII of the Civil Rights Act of 1964, the California Fair Employment
Practices Act, and any other Federal or State laws pertaining to equal employment
opportunity and that it will not discriminate against any employee or applicant for
employment on the basis of race, color, religion, handicap, age sex, national origin,
C:
or ancestry, in matters pertaining to recruitment, hiring, training, upgrading, transfer,
compensation, or termination.
12.02 In the event of the CONSULTANT'S noncompliance with the nondiscrimination
provisions of this agreement, the CITY shall impose such contact sanctions as it may
determine to be appropriate including, but not limited to:
a. Withholding of payments to the CONSULTANT under the agreement until
the CONSULTANT complies, and/or
b. Cancellation, termination, or suspension of the Agreement in whole or in
part.
ARTICLE XIV
INDEPENDENT CONSULTANT
13.01 The CONSULTANT, in accordance with its status as an independent contractor,
covenants and agrees that it will conduct itself consistent with such status, that it will
neither hold itself out as nor claim to be an officer or employee of the CITY by reason
hereof, and that it will not by reason hereof, make any claim, demand, or application
to or for any right or privilege applicable to an officer or employee of the CITY
including, but not limited to, worker's compensation coverage, unemployment
benefits, and retirement membership or credit.
ARTICLE XV
SUCCESSOR AND ASSIGNMENTS
14.01 The CITY and the CONSULTANT each binds itself, its partners, successors, and
executors, administrators, and assigns to the other party to this agreement, and to
the partners, successors, executors, administrators, and assigns to such party in
respect to all covenants of this agreement.
14.02 Except as stated above, neither the CITY nor the CONSULTANT shall assign,
sublet, or transfer his interest in this agreement without the written consent of the
other, however, the CONSULTANT reserves the right to assign the proceeds due
under this agreement to any bank or person.
14.03 In the case of death of one or more members of the firm of the CONSULTANT, the
surviving member or members shall complete the professional services covered by
this agreement.
ARTICLE XVI
EXTENT OF AGREEMENT
15.01 This agreement shall consist of this agreement, the Scope of Work, dated March 30,
2006 and supplemental correspondence dated June 30, 2006, identified as Exhibit
"A", as attached hereto and incorporated herein, and the insurance requirements set
forth in the attached Exhibit "B."
7
15.02 This agreement constitutes the whole agreement between the CITY and
CONSULTANT and any other representations or agreements are superseded by the
terms of this agreement.
ARTICLE XVII
PARAGRAPH HEADINGS
16.01 The paragraph headings contained herein are for convenience and reference only
and are not intended to define or limit the scope of this contract.
ARTICLE XVIII
NOTICE
17.01 Whenever a notice to a party is required by this agreement, it shall be deemed given
when deposited with proper address and postage in the U.S. mail or when personally
delivered as follows:
CITY:
Charley Stump, Director
Planning and Community Development
300 Seminary Avenue
Ukiah, CA 95482
CONSULTANT/
CONTRACTOR:
Lois Fisher
Laura Hall
Fisher & Hall Urban Design
618 Fourth Street, Suite 203
Santa Rosa, CA 95404
ARTICLE XIX
DUPLICATE ORIGINALS
18.01 This agreement may be executed in one or more duplicate originals bearing the
original signature of both parties and when so executed and such duplicate original
shall be admissible as proof of the existence and terms of the agreement between
the parties.
E:
ARTICLE XX
FORUM SELECTION
19.01 CONSULTANT and CITY stipulate and agree that any litigation relating to the
enforcement or interpretation of -the agreement, arising out of CONSULTANT
performance or relating in any way to the work shall be brought in Mendocino County
and that venue will lie in Mendocino County.
CONSULTANT hereby waives any right it might otherwise have to seek a change of
venue based on its status as an out of County Corporation, or on any other basis.
IN WITNESS WHEREOF, the parties hereto have caused their duly authorized officers to
execute this agreement in duplicate the day and year first above written.
CITY OF UKIAH
Candace Horsley, City Mana er
CONSULTANT/CONTRACTOR
APPROVED AS TO FORM:
Date
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IRS IDN Number
Date
tit I OL,
Date
CITY OF UKIAH
PROPOSAL FOR:
DOWNTOWN AND PERKINS STREET CORRIDOR
COMMUNITY VISIONING PROGRAM AND SMARTCODE
March 30, 2006
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Santa Rosa. CA 95404 FAX 707 544 1944
INTRODUCTORY STATEMENT AND PROJECT DESCRIPTION:
Fisher & Hall Urban Design is a leader in the field of form -based coding, authoring the first
SmartCode in the nation — the Central Petaluma SmartCode. Since adoption by the City of
Petaluma in 2003, Central Petaluma has seen the development of a new $100 million Theater
District. This District has blossomed in an old industrial area that had seen almost no
redevelopment in the previous two decades.
4 The SmartCode is an excellent option for cities that are interested in an alternative to the
conventional use -based zoning that has been the standard across the country for the last 50 years.
SmartCodes create walkable neighborhoods and downtowns while building real estate value and
market confidence. This creates new opportunities for developer while communities retail their
unique sense of place.
Fisher & Hall Urban Design is one of the few New Urbanist firms that has a portfolio of built
work resulting from a form -based code, a rare achievement at this time. Our design process
begins with an intense community vision event called a "charrette." This intense community
process takes place over one week instead of over many months or even years. The intensity of
• the process requires a strong commitment by the community, but only for a very short period of
time. Short feedback loops allow for a consensus design to proceed very rapidly. The resulting
designs, illustrations and form -based zoning all address the social needs of people while also
• honoring a community's valued buildings and natural amenities.
•
• This community process will allow Ukiah citizens to inform the design of their downtown while
also gaining a sense of ownership in it. This ownership is critical in moving projects forward
once the SmartCode is in place.
Within the approximate 75 -acre study area, the City intends to adopt a new form -based code that
will allow new development to be walkable and compatible with the existing beloved downtown
fabric. The unique features of Downtown Ukiah will be preserved and highlighted with the new
urban design that will be created just for Ukiah.
The SmartCode is an ideal tool for this type of coding. As differentiated from a conventional
zoning code, the SmartCode will have the pattern of new streets laid out, the locations of
terminated vistas and new civic amenities, primary and secondary streets, building heights and
frontage types, in addition to land use tables. These elements will create certainty for the basis
of the form of the town, while allowing flexibility in terms of architectural style on the facades of
the new buildings. The SmartCode will be packed with illustrations showing the desired urban
design tool or technique, assuring that future development fulfills the community vision.
I 1
The Downtown Ukiah SmartCode will also create certainty for the developer by streamlining the
development review process.
Fisher & Hall Urban Design Page 2 of 21 March 30, 2006
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ASSUMPTIONS:
This proposal assumes that:
at 1. The team SmartCode attorney will work with and under the City of Ukiah's attorney.
10 2. The Planning Director will be a vital team member, working with the team to create a
me Downtown Ukiah SmartCode that will meet any special requirements that the City
Planning Department may have.
COMMUNITY VISIONING PROCESS:
so The community visioning process will occur in charrette over a compact period of time. The
public is invited to an opening presentation that includes a special community visioning survey.
♦ They will be able to select their preferences on the ultimate form, design and scale of Downtown
Ukiah and the Perkins Street Corridor in this survey. Community members and volunteers will
also be welcome to drop by during the first three days of the charrette, whenever it is convenient
for them to give their input on the designs and on open-ended public questions posted on the
walls. The final two days are devoted to design and production.
I* THE SMARTCODE'S FRAMEWORK AND PERFORMANCE BASED DEVELOPMENT
go STANDARDS:
it
The SmartCode is a unified land development ordinance for planning and design. It supports
community vision, local character, conservation of open lands, transit options, and walkable and
f mixed-use neighborhoods.
The SmartCode is considered a form -based code because it strongly addresses the form of
development. Conventional zoning codes focus on use, density and parking, and have caused
systemic problems over the past sixty years by separating uses and therefore separating people
and activities. The SmartCode goes beyond this by recognizing the fact that while those are all
important issues, the form of what gets built is equally or more important.
The form -based SmartCode is based upon the urban -rural transect. The transect is an organizing
principle that can be used to identify a continuum of intensity for urbanization that ranges from
the most natural and rural conditions to the most urban. It employs a framework of six zones of
varying character. The six zones are: T1 -Natural, T2 -Rural, T3 -Sub -Urban, T4 -General Urban,
T5 -Urban Center, and T6 -Urban Core. The Downtown Ukiah SmartCode would probably
include T3, T4 and T5.
It is important to note that the SmartCode is not a building code. Building codes address
life/safety issues such as fire and storm protection, and are covered by the UBC, IBC, IRC, or
ICC documents.
Fisher & Hall Urban Design Page 3 of 21 March 30, 2006
ADAPTABILITY OF THE SMARTCODE:
The SmartCode enables community vision and specific outcomes and is highly adaptable across
the entire scale of planning from the region to the building.
The SmartCode template addresses development patterns at the scales of planning:
- Sector (Regional) Scale
- Community (Neighborhood) Scale
- Block and Building Scale
The Ukiah Downtown and Perkins Street Corridor Study area will be a Community Scale
SmartCode. This Community Scale SmartCode will easily `nest' inside a SmartCode Sector Plan
that may eventually be done by the City or the County. Other Community Scale SmartCodes
like this project can also be adopted that using the same "DNA" of the Downtown SmartCode,
eliminating the tedious Planned Development process that may have previously been the only
option for creating development patterns that are mixed-use and walkable.
The SmartCode also integrates the design process across professional disciplines, including
traffic engineering, architecture, town planning, ecology, landscape architecture, and public
works. The Transect is a powerful organizing principle because its standards can be coordinated
across many other disciplines and documents, including ITE (transportation) and LEED
(environmental performance).
The SmartCode is also a very efficient planning tool. It folds zoning, subdivision regulations,
and urban design standards into one compact document. Therefore it may replace a number of
other documents. Its text is only 28 pages, plus Tables and illustrations. The SmartCode can be
supplemented by customized architectural design standards or an architectural pattern book if the
community desires more detailed regulation.
SCOPE OF WORK:
The City of Ukiah Downtown and Perkins Street Corridor is comprised of approximately 75
acres and involves 170 parcels of land. The proposed scope of work for this area is as follows:
PHASE 1: PRE -MEETINGS
• Kick-off meeting with planning staff to fine-tune the scope of work and understand any
special planning interests that would need to be incorporated into the SmartCode.
• Preparation of a hand drawn Site Analysis Map (Opportunities and Constraints Map) to
identify any features of the downtown area that should be preserved, rehabilitated or re -used.
Perform a Synoptic Survey as part of the Site Analysis that documents the metrics of
Downtown Ukiah's most valued places. These include building heights, setbacks, lot
coverage, frontage types, etc.
Fisher & Hall Urban Design
Page 4 of 21
March 30, 2006
• Familiarize the team with existing planning documents for the Downtown that are currently
in place.
• Stakeholder meetings with groups as recommended by staff. These typically include
emergency personnel (fire and police), elected and appointed officials, Chamber of
Commerce, Downtown Association, Main Street members, property owners, citizen groups,
environmentalists, bicycle advocates, etc.
• Preparations for the charrette, including assisting staff and community volunteers with
publicity and outreach, advising staff of meeting room requirements, determining the best
dates for the charrette to be held, scheduling stakeholder meetings during the charrette and
notifying community mernbers prior to the charrette of the meeting times. Charrette
Community volunteers are welcomed and encouraged to provide assistance with these tasks
and others such as printing and posting signs, posting notes on billboards and email lists, etc.
Charrette information to be widely publicized in the local press.
• Planning staff identifies examples of current or recent projects that would be helpful in
`testing' the final SmartCode.
• A Community Vision survey (maximum of eight 24" x 36" boards) is prepared. The exact
images and content are based upon input from the stakeholder meetings and results of the
Synoptic Survey. These boards will include preferences for desired form, scale and design of
the built environment for downtown Ukiah. This exercise is a key part of the public input
process during the charrette. Community members not only identify their own preferences
but they instantly see the preferences of the community as a whole. As always, this exercise
will be done in a way to educate the public about the urban design principles that create
walkable environments, such as a sense of containment, public realm, civic spaces, frontage
types, and terminated vistas.
PHASE 2: CHARRETTE
• A 5 -day charrette will be held in Downtown Ukiah, kicked off by an opening presentation
and a Community Vision Survey on the first evening. The charrette studio will be open to
the public, with most input focused on the first three days.
• The design team includes top experts in the field of urban design and SmartCodes, including
a SmartCode attorney, an architect, urban designer and an illustrator. A draft SmartCode
(text), Regulating Plan (hand -drawn), Illustrations (4-5 total), Special Requirements Map and
Thoroughfare Map will be created during the charrette.
• Stakeholder meetings will be held the first 3 days of the charrette during which time the
charrette team is listening and designing. Community members will be able to provide input
on question sheets on the walls if they cannot make a meeting time.
Fisher & Hall Urban Design Page 5 of 21 March 30, 2006
• Design will take place continually throughout the charrette. An informal pinup on Day 3
allows the community to review the draft designs before the designs are finalized.
• A Closing Presentation is scheduled on the final evening.
PHASE 3: FINAL DRAFT SMARTCODE SUBMITTAL
• The Final Draft SmartCode text will be finalized and a preface section added featuring
visually inspiring illustrations prepared during the charrette.
• Two current projects in the pipeline will be tested to see how they would be designed with
the new SmartCode.
• This work will be completed within 30 days of the charrette.
OPTIONAL TASKS:
• Post-charrette work: Fisher & Hall Urban Design will be available on a Time and Materials
as needed for the public hearing process and any needed document revisions. See "Fee
Schedule" for hourly costs.
• Transportation Planning: If desired, a transportation planner can be included in the charrette
team. The planner would work with fire and police to make sure that the width of new
streets is friendly to pedestrians as well as vehicles, including emergency vehicles.
• SmartCode Training Session: A daylong workshop can be held to assist planning staff,
Planning Commission and Design Review in implementing the SmartCode.
• Customized Architectural Standards: The SmartCode contains a set of basic architectural
standards. If there is interest in a certain architectural style or a higher level of architectural
design, customized architectural standards can be created. This work can be done in
conjunction with the charrette or after the charrette.
• Parking Analysis: A progressive parking analysis can be performed that looks at inventive
ways to ensure adequate and pedestrian -friendly parking, without being over -parked. Ideal
locations of parking garages can also be identified.
• Code "clean-up" after one year of use. This follow-up work will allow any needed changes
to be made.
Fisher & Hall Urban Design Page 6 of 21 March 30, 2006
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Downtown Ukiah Charrette Schedule
Downtown Ukiah & Perkins Street CorridorTuesday
SmartCode Charrette
DESIGN TEAM:
Laura Hall, Fisher & Hall -Project Director
Lois Fisher, Fisher & Hall -Project Designer-
Debra Hempel-Charrette Planner
Eric Brown, Brown Design Studio Architect
MONTH
8:00 AM
DAY ZERO
Team Travels tc
Ukiah
Wednesday
DAY ONE
Breakfast
'Thursday
DAY TWO
Breakfast
Friday
DAY THREE
Breakfast
Saturday
DAY FOUR
Breakfast
qday
DAY FIVE
Breakfast
9:00 AM
TEAM SESSION
Project Overviem
Tour Downtown Ukiah
& Perkins Street carridoi
with City staffciwdcultural
city Staff
City Staff
city Stag
DESIGN &
PRODUCTION
MEETING #3
Merchants/prop, owners/
DESIGN
DESIGN &
PRODUCTION
- ,10,00 AM
11:00 AM
DeDe Christopher •Illustrator.
Willia
William Wright -9nartCode Attorney
12_00, PM
Lunch In
lunch In
Lunch In
Lunch In
Lunch In
Optional:
Dewayne Carver, HPE Transportation Planner
1:00 PM
MEETING #1
Elected OfftcialslBoards/
Commissions/Committees
MEETING #4
Builders/Architects/
Developers
DESIGN
DESIGN &
PRODUCTION
DESIGN &
PRODUCTION
2:00 PM
DESIGN
7:00 PM
MEETING #2
City StafflInfrastructure/
,.... 4,00,PM,,,W ,,,
Police/Fire/Transportaton
Studio Set•uf
DESIGN
5:00 PM
MEETING #5
Rn -up &Review
Dinner In
6:00 PM
Dinner Out
Dinner In
Dinner In
CLOSING
PRESENTATION
LODGING:
To be arranged
7:00.PM
....._... ............_......._....
OPENING
PRESENTATION
Dinner In
Dimer In
Dinner Oul
Community Vision 3irvey
I W, PM
DESIGN &
DESIGN &
DESIGN &
9:00 PM
PRODUCTION
PRODUCTION
PRODUCTION
10:00 PM
STUDIO:
Downtown location - to be arranged
SAMPLES OF WORK:
Included in the submittal are exa
Design — Central Petaluma Smar
SmartCode. These and other proje
CLIENT AND PROJECT LIST:
PROJECT
]
Central Petaluma SmartCode:
1
Development of a graphic, form -
based code for 400 acres in Central
1
Petaluma, including a comprehensive
I
community participatory process
l
(
I
Pass Christian, Mississippi
I
SmartCode:
F
Preparation of a city-wide SmartCode
for Pass Christian, a Gulf Coast city
I
nearly destroyed by Hurricane
E
Katrina in 2005.
E
Sebastopol Northeast Area
L
SmartCode:
1
Preparation of an Infill SmartCode for
F
40 acres in northeast Sebastopol
(:
adjacent to the downtown
L
S
T
Gulfport, Mississippi SmartCode
R
1
4
S
(`
B
C
C
U
Sonoma Mountain Village SmartCode:
C
Adaptive re -use of business park in
6,
Rohnert Park to create mixed-use,
R
emerging technology community
B
D
R
Fisher & Hall Urban Design
Sutter Creek Visioning Workshop:
City of Sutter Creek
Complete
Facilitation of community visioning
18 Main Street
workshop using SmartCode principles
Sutter Creek, CA 95685
Rob Duke, City Manager
(209) 267-5647
Bruce Barracco, Planning Director
(09)304-0028
Loraine Davis, Chair
Visions Committee
(209) 304-5125
Pescadero Town Planning:
The Pescadero Foundation
Phase 1 complete
Site Analysis, newsletter and
PO Box 906
community workshop to determine
Pescadero, CA 94060
preferences for new development and
Project Task Force:
next steps.
Lynne Bowman (650) 879-1672
Catherine Peery (650) 879-1846
Celia Gagnon 650) 747-9334
Windsor Mill Neighborhood:
Work Force Housing Associates
Concept design completed
Medium -density neighborhood in
625 — 2nd Street, Suite 102
downtown Windsor
Petaluma, CA 94952
Doug Elliott, Principal
Andrew Silverman, Project Manager
Carl Euphrat, Project Engineer
(707) 283-0700
Transit -Oriented Development
Alameda County
Successful workshop was held on
Workshop:
Congestion Management Agency
1333 Broadway, Suite 220
Oakland, CA 94612
Jean Hart, Deputy Dir., Planning
Diane Stark, Senior Planner
(510) 836-2560
Tess Lengyel
Alameda Co. Transportation
Improvement Authority
(510) 893-3347
March 28, 2005
San Quentin Prison — Reuse Design:
County of Marin
Approved and included in Marin
Vision workshops and redesign for the
Community Development Agency
County General Plan
adaptive reuse of the San Quentin
3501 Civic Center Drive
prison site in Marin County.
San Rafael, CA 94903
Alex Hinds, Planning Director
(415) 499-6282
Dan Dawson, Senior Planner
Michele Rodriguez, Planner
415)507-2801
Marin Countywide Plan Update:
County of Marin
Adopted
Key Trends, Issues and Strategies
Community Development Agency
Report Built Environment (Jan. 2003)
3501 Civic Center Drive
San Rafael, CA 94903
Alex Hinds, Planning Director
(415) 499-6282
Dan Dawson, Senior Planner
Michele Rodriguez, Planner
415)507-2801
Fisher & Hs
LIST AND RESUMES OF PERSONNEL ASSIGNED TO WORK ON PROJECT:
Project Director: Laura Hall
Fisher & Hall Urban Design
6184 1h Street, Suite 203
Santa Rosa, CA 95404
(707)544-1910
Project Designer: Lois Fisher
Fisher & Hall Urban Design
6184 1h Street, Suite 203
Santa Rosa, CA 95404
(707)544-1910
Architect: Eric Brown
Illustrator: DeDe Christopher
Brown Design Studio
Christopher Illustration
19A Market Street No. 2
405 S. Ruth Street
Habersham Village
Maryville, TN 37803
Beaufort, SC 29906
(865) 977-0598
(843) 986-9610
SmartCode Attorney: Bill Wright
Optional Transportation Planner:
Balch & Bingham, LLP
DeWayne Carver
1901 6`h Ave. North, Suite 2600
Hall Planning & Engineering
Birmingham, AL 35203-4644
1237 N. Adams St.
(205) 226-3462
Tallahassee, FL 32303
850 222-2277
Fisher & Hall Urban Design Page 10 of 21 March 30, 2006
FI6HEQ 0 HALL
U R 5 A N D E 6 1 G N
7�76 un Planning. Workshops - Form -Based Codes
618 Fourth Street. Suite 203 707.544.1910
Santa Rosa, CA 95404 FAX 707.544.1944
LAURA HALL
EDUCATION: M.A. Landscape Architecture, University of California, Berkeley, 1992
B.A. Landscape Architecture, Magna Cum Laude, University of California,
Berkeley, 1990
PROFESSIONAL EXPERIENCE:
1997 to present PRINCIPAL, Fisher & Hall Urban Design
Community workshops and project management for infill and greenfield form -
based zoning codes for cities and regions. Projects include the Rebuilding Plan for
Pass Christian, a Mississippi Gulf Coast town decimated by Hurricane Katrina; the
groundbreaking Central Petaluma SmartCode for 400 -acres surrounding the
Petaluma River in the center of Petaluma; the San Antonio "City South" SmartCode
for an 80 -square -mile annexation area; SmartCode training seminar for the City of
Sutter Creek; Pescadero Town Plan and SmartCode community workshop; and the
San Quentin Reuse Vision Plan.
2004 to present CO-AUTHOR, SmartCode Manual
1998 to 2003
INSTRUCTOR, University of California, Berkeley Extension
"Social Factors in Community Design"
1994 to 1997
ASSISTANT PLANNER & URBAN DESIGNER, Carlile Macy
Responsible for assistant planning and design of public and residential projects with
an emphasis on the social aspects of design. Projects included Site Analysis for
Vineyard Commons Senior Community in Fountaingrove and Concept Design for
Taylor Mountain Village, a traditional mixed-use neighborhood in SE Santa Rosa.
1992 to 1994
ASSISTANT DESIGNER, ZAC Landscape Architects
Responsible for landscape design with an emphasis on the public realm.
COMMUNITY
Leadership Santa Rosa graduate, Class XI
ACTIVITIES:
Frequent contributor to The Press Democrat on local urban design issues
COMMISSIONS:
Town of Windsor Planning Commission, 1995-1998
Town of Windsor General Plan Advisory Committee, 1994-1995
PROFESSIONAL Congress for the New Urbanism
AFFILLIATIONS:
Fisher & Hall Urban Design Page 11 of 21 March 30, 2006
FIRM 0 KALI,
UQ1)An De051Gn
Traditional Town Planning • Workshops • Form -Based Codes
618 Fourth Street, Suite 203 702544.1910
Santa Rosa, CA 95404 FAX 707.544.1944
LOIS FISHER
EDUCATION: B.S. Landscape Architecture, Cum Laude,
California Polytechnic State University, San Luis Obispo - 1983
B.A. French, Cum Laude, Santa Clara University - 1979
Techniques of Traditional Town Planning, Seminar by Andres Duany, July
1994, Harvard Graduate School of Design
Sonoma County Environmental Forum Graduate, 1995
REGISTRATION: Landscape Architect in the State of California RLA 2578
Landscape Architect in the State of Mississippi RLA 475
PROFESSIONAL EXPERIENCE:
1997 to Present
PRINCIPAL, Fisher & Hall Urban Design
Project designer with an emphasis on form -based coding to create walkable towns
and neighborhoods as an alternative to sprawl. A strong focus on site analysis and
consensus building is used as a firm foundation for all design work. Projects
include a SmartCode for Pass Christian, Mississippi, Agilent Campus Reuse Master
Plan & SmartCode in Rohnert Park; Windsor Mill neighborhood in downtown
Windsor, Pescadero Town Plan, Central Petaluma SmartCode; Sebastopol
SmartCode, San Quentin Vision Plan, the Cotati Downtown Plan; and Basin Street
Landing, a historic infill project in Petaluma.
2002 to 2004
INSTRUCTOR, University of California, Berkeley Extension
Design Studio
1996 to 1997
URBAN DESIGNER & LANDSCAPE ARCHITECT, Carlile Macy
Experience in urban design and landscape architecture for a wide range of
projects including new towns, traditional neighborhoods, and city parks, with a
special interest in creating and restoring traditional downtown areas and
neighborhoods. Projects included a master plan for Prince Memorial Greenway
through downtown Santa Rosa.
1987 to 1995
URBAN DESIGNER & LANDSCAPE ARCHITECT, Carlile/Associates
Team member for the restoration plan for the 9 -mile long Santa Rosa Creek.
Landscape architect and project manager for the 200 -acre Skyhawk Planned
Community including Skyhawk Park and Creek. Design team member for
Taylor Mountain Village, a mixed -used neighborhood proposed for Santa Rosa.
1985 to 1987
LANDSCAPE ARCHITECT, POD, Inc. (now Sasaki Associates, Inc.)
1983 to 1985
LANDSCAPE ARCHITECT, Peridian Group
COMMISSIONS:
Town of Windsor Planning Commission 1998-2005, Chair from 2001-2002
PROFESSIONAL
Congress for the New Urbanism
AFFILIATIONS,
Leadership Santa Rosa Graduate, Class XI
Fisher & Hall Urban Design
Page 12 of 21 March 30, 2006
Debra Hempel
Proiect Coordinator
I®
Duties & Responsibilities
Project Coordination
,81 Community Planning
ib Education
B.A. — Geography
ip University of South Florida, 1980
Professional Associations
American Planning Association
Honors & Awards
Outstanding Team Award, Hillsborough
County Planning Commission, Northwest
is Hillsborough Community Plan (4/00)
It Project Team Award, Council for
itSustainable Florida, Northwest
Hillsborough Community Plan (5/00)
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Fisher & Hall Urban Design
1
Ms. Hempel's diverse professional
experience includes six years as a
cartographer, eight years as marketing
manager and permit coordinator for an
environmental, planning, and
engineering firm, and two years as a
land planner. For the past six and one
half years, she has worked for Duany
Plater- Zyberk (DPZ), one of the
preeminent town planning firms in
America. With DPZ, Debra served as
the project coordinator on more than
85 large and small scale community -
planning projects throughout the US
and internationally. Her work included
project/charrette coordination,
logistics, scheduling, document
research, data/code collection and
review, land use mapping, marketing,
and public relations.
Representative Experience
Project Coordination
Onondaga County Master Plan
Onondaga County, New York
Master Plan for 800 square mile county
which proposed 6 typical designs that
could be implemented by the various
communities within the County.
Typical designs included Town Center,
Infill, Greenfield, Main Street,
Neighborhood Retrofit and a Town
Plan.
New Orleans Naval Training Center
New Orleans, Louisiana
A project that combines the retrofitting
of more than 200 existing housing units
and the additions of at least 350 new
units. The Plan includes a mixture of
apartments, townhouses and single-
family houses, parks and charter school
Page 13 of 21
Downtown Sarasota Master Plan
Sarasota, Florida
Preparation of Master Plan for the
downtown and three adjacent walk -
to -town neighborhoods.
Harborside at Lake Carolina
Columbia, South Carolina
Master Plan for the town center,
commercial/ office complex and an
adjacent neighborhood for the Lake
Carolina Development. Harborside,
the new town center, will feature
retail shops, restaurants, a pub and a
bed and breakfast inn.
Town of Cornelius TOD
Cornelius, North Carolina
This project was initiated to design a
Transportation Oriented
Development in preparation of
commuter rail service from North
Mecklenberg County to Charlotte.
The project features apartments,
neighborhood shops, restaurants, an
elementary school and a community
center around a square near the
proposed transit stop. Townhouses,
live -work units and single-family
houses line the streets between two
greenway park systems woven
through the site.
Brytan
Gainesville, Florida
150 acre TND on Archer Road.
This project will feature a
commercial/retail component at
Archer Road with townhomes,
apartments and single-family homes
designed around a central park.
Estancia Yerba Buena
Nogales, Arizona
March 30, 2006
1 •� I
s u J i o
ARCNITECTURE - URbAN DESIGN
Brown Design Studio was formed with the intent of
assisting with the implementation of quality New
Urbanist projects. Based out of Historic Beaufort,
South Carolina, we bring a strong understanding of
historic urbanism. Our experiences have given us
the understanding to apply those historic lessons to
modern traditional developments.
Our firm specializes in urban planning, commercial,
multi -family and civic architectural design. We also
have significant experience with architectural
review, coding and developing architectural
imagery. Our clients include private developers,
builders and public entities located from the Gulf
Coast to the mid-Atlantic region. A short list of
notable projects would include work in:
Habersham, Newpoint and East Beach.
A strong commitment to New Urbanism and a
traditional design is the corner stone of our firm.
Our years of experience in assisting to build these
projects gives us the insight to continue to provide
quality design work. The tools we use to implement
these designs are attention to our clients and a
fresh approach to each new project.
19A Market #2 Beaufort, South Carolina 29906 843.986.9610 fax: 843.379.9610
Fisher & Hall Urban Design Page 14 of 21 March 30, 2006
DEDE CHRISTOPHER
405 S. Ruth St. / Maryville, TN 37803 / (865) 977-0598 AFdchristopher@nxs.net
PROFILE
0 Dede Christopher received a Bachelors degree of Architecture from Clemson University in 1984 and a
go Masters of Architecture degree from the University of Tennessee in 1996 where she focused on
architecture and urban design. She has worked as a designer, intern architect, and architectural illustrator
of in several talented firms throughout the years and in 1989 established her firm, Christopher Illustration.
to Her company serves numerous clients throughout the United States and continues to strive for excellence
of in all areas of design, presentation, architectural illustration, and the design charrette process.
if
PROFESSIONAL EXPERIENCE
ARCHITECTURE
go Andrews Fine Homes; Intern Architect, Maryville, TN: 1996-2003
Brewer Ingram Fuller Architects; Intern Architect, Knoxville, TN: 1994-1995
Travis Whitfield Hancock Architects, Inc.; Intern Architect, Chattanooga, TN: 1992-1994
Benjamin Hirsch and Assoc.; Intern Architect, Atlanta, GA: 1984-1985
ILLUSTRATION
Christopher Illustration; Maryville, TN: 1989 -present
Dan Harmon and Assoc.; Intern Illustrator, Atlanta, GA: 1985-1989
MAJOR URBAN DESIGN CHARRETTES
Meadows of Buena Vista, CO, 2006
Pass Christian, MS, 2006
Tollgate Village, Franklin TN, 2005
Miller's Farm, Montgomery, AL, 2005
City of Leander, TX, 2005
Maryville/Blount Co Growth Strategies Plan, 2003-20005
The Waters, Montgomery, AL 2004-2005
Vicksburg Downtown Master Plan, MS 2002-03
Market Square Master Plan, Knoxville, TN 2001-2002
Hill St., Seattle, WA, 2001
Michigan at Trumball, Detroit MI, 2000
Cherokee NC Master Plan, 2000
PUBLIC SERVICE
Board of Zoning Appeals, Maryville, TN: 2005-2006
Architectural Design Review Board, Maryville, TN: 1999-2005
Nine Counties One vision, Knoxville, TN: 1999-2004
Community Design Center, Knoxville, TN: 1997 -present
Fisher & Hall Urban Design Page 15 of 21 March 30, 2006
William S. Wright
PT Office Address:
r 1901 Sixth Avenue North
Suite 2600
Birmingham, Alabama 35203-4644
Phone: (205) 226-3462
Fax: (205) 488-5841
Email: wwright@balch.com
L� Doaontoad !(Cardti1e
WILLIAM S. WRIGHT is a Partner in the Real Estate and Commercial Transactions Practice
Group of the firm's Financial Services and Transactions Section, working with clients on
commercial, real estate, financing, contractual and organizational matters and transactions. His
work includes financing, leasing, development, construction and other transactions involving
shopping, multi — and single family residential, office, retail, mixed-use and governmental
agency -supported housing developments, mortgage warehousing, REIT's, equipment (including
aircraft, vessels and rolling stock), receivables, securities and other properties and assets.
Mr. Wright's work also includes consultation on municipal land use regulation matters. He is
active in the promotion of the SmartCode, a model land use development and zoning ordinance
that enables and encourages Smart Growth and New Urbanist development.
Mr. Wright is co-author with internationally known architect and town planner, Andres Duany,
of the SmartCode Manual, a guide to the adoption, customization and implementation of the
SmartCode. Both electronic and hard versions are available at www.placemakers.com.
Mr. Wright is a speaker for the SmartCode Workshop, which is presented semi-annually at
locations throughout the country, and recently spoke on legal issues involved in Smart Growth
development at the Land Development Conference, a national gathering of real estate
developers.
Admitted:
• Alabama, 1981
Education:
• J.D., Cumberland School of Law, 1981; magna cum laude Articles Editor, Cumberland Law
Review, Member, Curia Honoris
• B.S., University of Alabama in Birmingham, 1976
Fisher & Hall Urban Design Page 16 of 21 March 30, 2006
HPE
Hall Planning & Engineering, Inc.
—'
DeWayne Carver, AICP
TRANSPORTATION PLANNER
Professional Education
Areas of Expertise
Qualifications Master of Regional Planning, 1993
Transit Planning
University of N. Carolina at Chapel Hill
Transportation Planning
Transit Oriented Design
BA, Urban Studies, 1991
Transportation Demand Management
University of Tennessee
Pedestrian and bicycle planning
Employment Record
Professional Activities
Hall Planning & Engineering
American Institute of Certified Planners
TalTran, City of Tallahassee
American Planning Association
Florida State University College of Business
Congress for the New Urbanism
Exec. Dir., Commuter Services of N. Florida
Asst. Dir., The Marketing Institute
Professional Synopsis
Mr. Carver has extensive experience in transportation demand management programs and planning,
including transit, bicycling, and pedestrian planning. As a Transportation Planner with HPE, Mr. Carver
provides general planning assistance in all aspects of development planning, as well as transportation
planning functions.
While at TalTran, the City of Tallahassee's transit system, Mr. Carver served as the Senior Planner and later
as the Transit Planning Administrator. In these positions, he was responsible for collecting and reporting
transit data for the National Transit Database, project management for Federal Transit Administration
projects, and budget preparation and management for TalTran. Mr. Carver also provided the primary
connection between TalTran's fixed route service and the various citizen and community groups that ride or
are interested in public transit. His responsibilities induded public speaking appearances and representing
the City at transit -related community meetings and workshops. He was also the primary contact between
TalTran and other planning agencies on various transportation and land use planning issues.
From 1993 to 2002, Mr. Carver served as the Executive Director for Commuter Services of North Florida
(CSNF), a regional commuter assistance program operated by the Marketing Institute at the Florida State
University College of Business. CSNF was responsible for implementing transportation demand management
programs in a ten -county area of north Florida. As the Executive Director, Mr. Carver was responsible for
preparing and implementing the annual Florida Department of Transportation work program for CSNF,
supervising a staff of four employees, and making presentations to employers, government department
heads, and citizens groups to promote CSNF programs. Mr. Carver also represented CSNF on the Technical
Coordinating Committee of the Tal lahassee•Leon County MPO, where he was recognized as an expert on
and advocate for alternative transportation, including walking and bicycling.
During the same time period, Mr. Carver served as the Assistant Director of the Marketing Institute, a
department of the FSU College of Business. The Marketing Institute specializes in applying market and
business concepts to transportation programs. Mr. Carver served as a Principal Investigator or Researcher
on projects such as finding better ways to deliver transit passenger information, marketing transit oriented
design projects, and improving transit involvement in development review.
1237 N. Adams St., Tallahassee, FL 32303 • (850) 222-2277 • www.hpe-inc.com
Fisher & Hall Urban Design Page 17 of 21 March 30, 2006
PROJECT BUDGET:
(Please note that a 20% retainer is needed to begin work, due to the upfront expenses incurred in the charrette
process.)
Phase 1: Pre -Meetings
Sign contract
Kick-off meeting
Site visit, site analysis
a. Obtain base maps, zoning info, etc.
Stakeholder meetings (4 in one day)
a. City staff, including police and fire
b. Elected and appointed officials
c. Chamber of Commerce, Downtown Assoc.
Main Street Program, merchants
downtown property owners
d. Citizen groupstenvironmentalists
e. Travel time
Charrette preparation
a. Assist staff with publicity/outreach
b. Location (advise staff of room requirements)
c. Determine dates
d. Schedule charrette meetings
e. Prepare Community Vision Survey
f. Prepare Opening Presentation
g. Project coordination
Subtotal hours (per consultant)
Subtotal costs (per consultant)
Subtotal Phase 1 costs $ 27,450
Phase 2: Charrette
5 -day charrette (includes travel)
a. Stakeholder meetings
b. Visual preference survey (form,scale,design)
c. Regulating Plan
d. Illustrations
e. SmartCode text (includes basic
architectural standards)
f. Special Requirements Plan
g. Thoroughfare Map
Subtotal hours (per consultant)
Subtotal costs (per consultant)
Subtotal Phase 2 costs
F & H I F & H I Charrette Attomey I Drafting I Architect Illustrator
Director I Designer J Planner I 3 days
$150/hr $150/hr $30/hour $280/hr $100/hr $150/hr $120/hour
$45,700
142 31 50
21,300 4,650 1,500
55
55 55 0 30 55 58 55
8,250 8,250 0 8,400 5,500 8,700 6,600
Fisher & Hall Urban Design Page 18 of 21 March 30, 2006
PROJECT BUDGET (con'd.):
Phase 3: SmartCode Submittal
a. Finalize Smartcode & Preface, and
test two current projects (due
30 days after charrette)
b. Project coordination
Subtotal costs (per consultant)
Subtotal Phase 3 costs
Total Cost (all phases)
Reimbursible expenses (airfare, hotels,
reproduction, mileage, etc.)
Final Cost (not to exceed)
OPTIONAL TASKS
$ 10,500
$ 83,650
$ 16,350
$ 100,000
1. SmartCode Hearings (Time and Materials basis)
a. Respond to staff questions
b. Attend public hearings
F 8 H F &H Charrette Attomey Drafter Architect Illustrator
Director Designer Planner 3 days
$1501hr $150/hr $301hour $2801hr $100Ihr $150/hr $1201hour
3,000 7,500 0 0 0 0 0
2. SmartCode document revisions, if needed (Time and Materials basis)
a. Revise Regulating Plan
b. Revise SmartCode text
c. Revise Special Requirements Plan
d. Revise Thoroughfare Map/Cross Sections
3. Transportation Planning for the Study Area: $10,000-$15,000
4. SmartCode Training Sessions: 55,000410,000
a. Daylong workshop to assist staff and Design Review/Planning Commission in SmartCode implementation
5. Customized Architectural Standards: $15,000-50,000 (depending on level of specificity required)
6. Parking Analysis: $20,000425,000 (depending on scope)
a. Craft progressive parking standards, locate parking garages, etc.
7. Code "clean-up" after one year of implementation: $10,000-$25,000 (depending on scope)
a. After one year of implentation, fine tune the SmartCode to continue to meet Ukiah's needs.
Fisher & Hall Urban Design
Page 19 of 21
March 30, 2006
SUPPLEMENTAL CORRESPONDENCE
June 30, 2006
The following is the scope and budget for the SmartCode training session:
1. Kick-off meeting with Planning Director at F&H office to review/refine
scope (4 hrs)
2. Prepare educational documents, exercises and slide show for daylong
workshop. (34 hrs)
3. Work with staff to create application forms for property
owners/developers within SmartCode zoning district (4 hrs, after that T &
M)
4. Workshop training day, including travel (18 hrs)
5. Prepare and review evaluations of workshop (4 hrs)
6. Prepare letter with summary of training session, evaluations and
recommendations (2 hrs.)
Total: $9,900
Reimbursables (travel, supplies, etc.): $300 (est.)
Let me know if you have any questions. Have a great weekend!
Best, Laura
Laura Hall, CNU
FISHER & HALL URBAN DESIGN
618 - 4th Street, Suite 203
Santa Rosa, CA 95404
(707) 544-1910
Fisher & Hall Urbar
No
CJ TT .
PROJECT TIMELINE:
Phase 1: Pre -Meetings &
Site Analysis
Phase 2: Design Charrette
Phase 3: SmartCode
Submittal
Staff Review
Optional work:
Public hearings &
SmartCode modifications
This timeline begins at the point that the contract is signed and the retainer is received.
THANK YOU.
Fisher & Hall Urban Design Page 21 of 21 March 30, 2006
EXHIBIT B
INSURANCE REQUIREMENTS
CONSULTANT shall procure and maintain for the duration of the contract insurance against claims
for injuries to persons or damages to property which may arise from or in connection with the
performance of the work hereunder by the CONSULTANT, his agents, representatives, employees or
subcontractors.
A. MINIMUM SCOPE OF INSURANCE
Coverage shall be at least as broad as:
1. Insurance Services Office form number GL 0002 (Ed. 1/73) covering Comprehensive
General Liability and Insurance Services Office form number GL 0404 covering Broad
Form Comprehensive General Liability; or Insurance Services Office Commercial General
Liability coverage ('occurrence" form CG 0001).
2. Insurance Services Office form number CA 0001 (Ed. 1/78) covering Automobile Liability,
code 1 "any auto" and endorsement CA 0025.
3. Worker's Compensation insurance as required by the Labor Code of the State of
California and Employers Liability insurance, if CONSULTANT has employees who will
directly or indirectly provide service or support CONSULTANT in his provision of services
under the Agreement.
B. MINIMUM LIMITS OF INSURANCE
CONSULTANT shall maintain limits no less than:
General Liability: $1,0000,000 combined single limit per occurrence for bodily
injury, personal injury and property damage. If Commercial General Liability
Insurance or other form with a general aggregate limit is used, either the general
aggregate limit shall apply separately to this project/location or the general
aggregate limit shall be twice the required occurrence limit.
2. Automobile Liability: $1,000,000 combined single limit per accident for bodily injury
and property damage.
3. Worker's Compensation and Employers Liability: Workers compensation limits as
required by the Labor Code of the State of California and Employers Liability limits of
$1,000,000 per accident.
C. DEDUCTIBLES AND SELF-INSURED RETENTIONS
Any deductibles or self-insured retentions must be declared to and approved by the City of
Ukiah. At the option of the City of Ukiah, either the insured shall reduce or eliminate such
deductibles or self-insured retentions as respects the City of Ukiah, its officer, officials,
employees and volunteers; or the CONSULTANT shall procure a bond guaranteeing payment
of losses and related investigations, claim administration and defense expenses.
D. OTHER INSURANCE PROVISIONS
The policies are to contain, or be endorsed to contain, the following provisions:
1. General Liability and Automobile Liability Coverages
a. The City of Ukiah, its officers, officials, employees and volunteers are to be covered
as insured's as respects; liability arising out of activities performed by or on behalf of
the CONSULTANT, products and completed operations of the CONSULTANT,
premises owned, occupied or used by the CONSULTANT, or automobiles owned,
leased, hired or borrowed by the CONSULTANT. The coverage shall contain no
special limitations on the scope of protection afforded to the City, its officers,
officials, employees or volunteers.
b. The CONSULTANT'S insurance coverage shall be primary insurance as respects the
City of Ukiah, its officers, officials, employees and volunteers. Any insurance or self-
insurance maintained by the City of Ukiah, its officers, officials, employees or
volunteers shall be excess of the CONSULTANT'S insurance and shall not contribute
with it.
C. Any failure to comply with reporting provision so the policies shall not affect
coverage provided to the City of Ukiah, its officers, officials, employees or volunteers.
d. The CONSULTANT'S insurance shall apply separately to each insured against whom
claim is made or suit is brought, except with respect to the limits of the insurer's
liability.
2. Worker Compensation and Employers Liability Coverage
The insurer shall agree to waive all rights of subrogation against the City of Ukiah, its
officers, officials, employees and volunteers for losses arising from work performed
by the CONSULTANT for the City of Ukiah.
3. All coverages
Each Insurance policy required by this clause shall be endorsed to state that
coverage shall not be suspended, voided, canceled by either parry, reduced in
coverage or in limits except after thirty (30) days prior written notice by certified
mail, return receipt requested, has been given to the City of Ukiah.
2
E. ACCEPTABILITY OF INSURERS
Insurance is to be placed with insurers with a Best's rating of no less than A:VII.
F. VERIFICATION OF COVERAGE
CONSULTANT shall furnish the City of Ukiah with certificates of insurance and with original
endorsements effecting coverage required by this clause. The certificates and endorsements
for each insurance policy are to be signed by a person authorized by that insurer to bind
coverage on its behalf. The certificates and endorsements are to be on forms provided by
the City of Ukiah. Where by statute, the City of Ukiah's Worker's Compensation related
forms cannot be used, equivalent forms approved by the Insurance Commissioner are to be
substituted. All certificates and endorsements are to be received and approved by the City
of Ukiah before work commences. The City of Ukiah reserves the right to require complete,
certified copies of all required insurance policies, at any time.
G. SUBCONTRACTS
CONSULTANT shall include all subcontractors as insureds under its policies or shall furnish
separate certificates and endorsements for each subcontractor. All coverages for
subcontractors shall be subject to all of the requirements stated herein.
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