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HomeMy WebLinkAboutC18-048 Clarion AssociatesAGREEMENT FOR PROFESSIONAL SERVICES BETWEEN EAGLE COUNTY, COLORADO AND CLARION ASSOCIATES THIS AGREEMENT ("Agreement") is effective as of 02/27/2018 , by and between Clarion Associates, LLC, a Colorado limited liability company (hereinafter "Consultant" or "Contractor") and Eagle County, Colorado, a body corporate and politic (hereinafter "County"). RECITALS WHEREAS, the County seeks to procure the services of a consultant to perform a comprehensive rewrite of the Eagle County Land Use Regulations (the "Project"). The Project will address all issues raised in the October 2017 Assessment Report; and WHEREAS, Consultant is authorized to do business in the State of Colorado and has the time, skill, expertise, and experience necessary to provide the Services as defined below in paragraph 1 hereof; and WHEREAS, this Agreement shall govern the relationship between Consultant and County in connection with the Services. AGREEMENT NOW, THEREFORE, in consideration of the foregoing and the following promises Consultant and County agree as follows: 1. Services. Consultant agrees to diligently provide all services, labor, personnel and materials necessary to perform and complete the services described in Exhibit A ("Services") which is attached hereto and incorporated herein by reference. The Services shall be performed in accordance with the provisions and conditions of this Agreement. a. Consultant agrees to furnish the Services in accordance with the schedule established in Exhibit A. If no completion date is specified in Exhibit A, then Consultant agrees to furnish the Services in a timely and expeditious manner consistent with the applicable standard of care. By signing below Consultant represents that it has the expertise and personnel necessary to properly and timely perform the Services. b. In the event of any conflict or inconsistency between the terms and conditions set forth in Exhibit A and the terms and conditions set forth in this Agreement, the terms and conditions set forth in this Agreement shall prevail. C. Consultant agrees that it will not enter into any consulting or other arrangements with third parties that will conflict in any manner with the Services. 2. County's Representative. The Director of the Community Development Department or his designee shall be Consultant's contact with respect to this Agreement and performance of the Services. 3. Term of the Agreement. This Agreement shall commence upon the date first written above, and subject to the provisions of paragraph 12 hereof, shall continue in full force and effect through March 31, 2020. 4. Extension or Modification. This Agreement may not be amended or supplemented, nor may any obligations hereunder be waived, except by agreement signed by both parties. No additional services or work performed by Consultant shall be the basis for additional compensation unless and until Consultant has obtained written authorization and acknowledgement by County for such additional services in accordance with County's internal policies. Accordingly, no course of conduct or dealings between the parties, nor verbal change orders, express or implied acceptance of alterations or additions to the Services, and no claim that County has been unjustly enriched by any additional services, whether or not there is in fact any such unjust enrichment, shall be the basis of any increase in the compensation payable hereunder. In the event that written authorization and acknowledgment by County for such additional services is not timely executed and issued in strict accordance with this Agreement, Consultant's rights with respect to such additional services shall be deemed waived and such failure shall result in non-payment for such additional services or work performed. 5. Compensation. County shall compensate Consultant for the performance of the Services in a sum computed and payable as set forth in Exhibit A. The performance of the Services under this Agreement shall not exceed $296,740. Consultant shall not be entitled to bill at overtime and/or double time rates for work done outside of normal business hours unless specifically authorized in writing by County. a. Payment will be made for Services satisfactorily performed within thirty (30) days of receipt of a proper and accurate invoice from Consultant. All invoices shall include detail regarding the hours spent, tasks performed, who performed each task and such other detail as County may request. b. Any out-of-pocket expenses to be incurred by Consultant and reimbursed by County shall be identified on Exhibit A. Cut -of -pocket expenses will be reimbursed without any additional mark-up thereon and are included in the not to exceed contract amount set forth above. Out-of-pocket expenses shall not include any payment of salaries, bonuses or other compensation to personnel of Consultant. Consultant shall not be reimbursed for expenses that are not set forth on Exhibit A unless specifically approved in writing by County. c. If, at any time during the term or after termination or expiration of this Agreement, County reasonably determines that any payment made by County to Consultant was improper because the Services for which payment was made were not performed as set forth in this Agreement, then upon written notice of such determination and request for reimbursement from County, Consultant shall forthwith return such payment(s) to County. Upon termination or expiration of this Agreement, unexpended funds advanced by County, if any, shall forthwith be returned to County. 2 d. County will not withhold any taxes from monies paid to the Consultant hereunder and Consultant agrees to be solely responsible for the accurate reporting and payment of any taxes related to payments made pursuant to the terms of this Agreement. e. Notwithstanding anything to the contrary contained in this Agreement, County shall have no obligations under this Agreement after, nor shall any payments be made to Consultant in respect of any period after December 31 of any year, without an appropriation therefor by County in accordance with a budget adopted by the Board of County Commissioners in compliance with Article 25, title 30 of the Colorado Revised Statutes, the Local Government Budget Law (C.R.S. 29-1-101 et. seq.) and the TABOR Amendment (Colorado Constitution, Article X, Sec. 20). b. Sub -consultants. Consultant acknowledges that County has entered into this Agreement in reliance upon the particular reputation and expertise of Consultant. Consultant shall not enter into any sub -consultant agreements for the performance of any of the Services or additional services without County's prior written consent, which may be withheld in County's sole discretion. County shall have the right in its reasonable discretion to approve all personnel assigned to the subject Project during the performance of this Agreement and no personnel to whom County has an objection, in its reasonable discretion, shall be assigned to the Project. Consultant shall require each sub -consultant, as approved by County and to the extent of the Services to be performed by the sub -consultant, to be bound to Consultant by the terms of this Agreement, and to assume toward Consultant all the obligations and responsibilities which Consultant, by this Agreement, assumes toward County. County shall have the right (but not the obligation) to enforce the provisions of this Agreement against any sub -consultant hired by Consultant and Consultant shall cooperate in such process. The Consultant shall be responsible for the acts and omissions of its agents, employees and sub -consultants or sub -contractors. 7. Insurance. Consultant agrees to provide and maintain at Consultant's sole cost and expense, the following insurance coverage with limits of liability not less than those stated below: a. Types of Insurance. i. Workers' Compensation insurance as required by law. ii. Auto coverage with limits of liability not less than $1,000,000 each accident combined bodily injury and property damage liability insurance, including coverage for owned, hired, and non -owned vehicles. iii. Commercial General Liability coverage to include premises and operations, personal/advertising injury, productslcompleted operations, broad form property damage with limits of liability not less than $1,000,000 per occurrence and $2,000,000 aggregate limits. iv. Professional liability insurance with prior acts coverage for all Services required hereunder, in a form and with an insurer or insurers satisfactory to County, with limits of liability of not less than $1,000,000 per claim and $2,000,000 in the aggregate. In the event the professional liability insurance is on a claims -made basis, Consultant warrants that any retroactive date under the policy shall precede the effective date of this Agreement. Continuous coverage will be maintained during any applicable statute of limitations for the Services and Project. b. Other Requirements. L The automobile and commercial general liability coverage shall be endorsed to include Eagle County, its associated or affiliated entities, its successors and assigns, elected officials, employees, agents and volunteers as additional insureds. ii. Consultant's certificates of insurance shall include sub -consultants as additional insureds under its policies or Consultant shall furnish to County separate certificates and endorsements for each sub -consultant. All coverage(s) for sub -consultants shall be subject to the same minimum requirements identified above. Consultant and sub -consultants, if any, shall maintain the foregoing coverage in effect until the Services are completed. In addition, all such policies shall be kept in force by Consultant and its sub -consultants until the applicable statute of limitations for the Project and the Services has expired. iii. Insurance shall be placed with insurers duly licensed or authorized to do business in the State of Colorado and with an "A.M. Best" rating of not less than A -VII. iv. Consultant's insurance coverage shall be primary and non-contributory with respect to all other available sources. Consultant's policy shall contain a waiver of subrogation against Eagle County. V. All policies must contain an endorsement affording an unqualified thirty (30) days' notice of cancellation to County in the event of cancellation of coverage. vi. All insurers must be licensed or approved to do business within the State of Colorado and all policies must be written on a per occurrence basis unless otherwise provided herein. vii. Consultant's certificate of insurance evidencing all required coverage(s) is attached hereto as Exhibit B. Upon request, Consultant shall provide a copy of the actual insurance policy and/or required endorsements required under this Agreement within five (5) business days of a written request from County, and hereby authorizes Consultant's broker, without further notice or authorization by Consultant, to immediately comply with any written request of County for a complete copy of the policy. viii. Consultant shall advise County in the event the general aggregate or other aggregate limits are reduced below the required per occurrence limit. Consultant, at its own expense, will reinstate the aggregate limits to comply with the minimum limits and shall furnish County a new certificate of insurance showing such coverage. 4 ix. If Consultant fails to secure and maintain the insurance required by this Agreement and provide satisfactory evidence thereof to County, County shall be entitled to immediately terminate this Agreement. X. The insurance provisions of this Agreement shall survive expiration or termination hereof. xi. The parties hereto understand and agree that the County is relying on, and does not waive or intend to waive by any provision of this Agreement, the monetary limitations or rights, immunities and protections provided by the Colorado Governmental Immunity Act, as from time to time amended, or otherwise available to County, its affiliated entities, successors or assigns, its elected officials, employees, agents and volunteers. xii. Consultant is not entitled to workers' compensation benefits except as provided by the Consultant, nor to unemployment insurance benefits unless unemployment compensation coverage is provided by Consultant or some other entity. The Consultant is obligated to pay all federal and state income tax on any moneys paid pursuant to this Agreement. S. Indemnification. The Consultant shall indemnify and hold harmless County, and any of its officers, agents and employees against any losses, claims, damages or liabilities for which County may become subject to insofar as any such losses, claims, damages or liabilities arise out of, directly or indirectly, this Agreement, or are based upon any performance or nonperformance by Consultant or any of its sub -consultants hereunder; and Consultant shall reimburse County for reasonable attorney fees and costs, legal and other expenses incurred by County in connection with investigating or defending any such loss, claim, damage, liability or action. This indemnification shall not apply to claims by third parties against the County to the extent that County is liable to such third party for such claims without regard to the involvement of the Consultant. This paragraph shall survive expiration or termination hereof. 9. Ownership of Documents. All documents prepared by Consultant in connection with the Services shall become property of County. Consultant shall execute written assignments to County of all rights (including common law, statutory, and other rights, including copyrights) to the same as County shall from time to time request. For purposes of this paragraph, the term "documents" shall mean and include all reports, plans, studies, tape or other electronic recordings, drawings, sketches, estimates, data sheets, maps and work sheets produced, or prepared by or for Consultant (including any employee or subconsultant in connection with the performance of the Services and additional services under this Agreement). 10. Notice. Any notice required by this Agreement shall be deemed properly delivered when (i) personally delivered, or (ii) when mailed in the United States mail, first class postage prepaid, or (iii) when delivered by FedEx or other comparable courier service, charges prepaid, to the parties at their respective addresses listed below, or (iv) when sent via facsimile so long as the sending party can provide facsimile machine or other confirmation showing the date, time and receiving facsimile number for the transmission, or (v) when transmitted via e-mail with confirmation of receipt. Either party may change its 4 address for purposes of this paragraph by giving five (5) days prior written notice of such change to the other party. COUNTY: Eagle County, Colorado Attention: Kelley Collier Deputy County Manager 500 Broadway Post Office Box 850 Eagle, CO 81631 Telephone: 970-328-8858 E -Mail: Kelley.Colher@eaglecounty.us With a copy to: Eagle County Attorney 500 Broadway Post Office Box 850 Eagle, Co 81631 Telephone: 970-328-8685 E -Mail: atty@eaglecounty.us CONSULTANT: Matt Goebel, AICP Director Clarion Associates, LLC 621 IT' Street, Suite 2250 Denver, Colorado 80293 Telephone: 303-830-2890 x 29 E -Mail: mgoebel@clarionassociates.com it. Coordination. Consultant acknowledges that the development and processing of the Services for the Project may require close coordination between various consultants and contractors. Consultant shall coordinate the Services required hereunder with the other consultants and contractors that are identified by County to Consultant from time to time, and Consultant shall immediately notify such other consultants or contractors, in writing, of any changes or revisions to Consultant's work product that might affect the work of others providing services for the Project and concurrently provide County with a copy of such notification. Consultant shall not knowingly cause other consultants or contractors extra work without obtaining prior written approval from County. If such prior approval is not obtained, Consultant shall be subject to any offset for the costs of such extra work. 12. Termination. County may terminate this Agreement, in whole or in part, at any time and for any reason, with or without cause, and without penalty therefor with seven (7) calendar days' prior written notice to the Consultant. Upon termination of this Agreement, Consultant shall immediately provide County with all documents as defined in paragraph 9 hereof, in such format as County shall direct and 11 shall return all County owned materials and documents. County shall pay Consultant for Services satisfactorily performed to the date of termination. 13. Venue, Jurisdiction and Applicable Law. Any and all claims, disputes or controversies related to this Agreement, or breach thereof, shall be litigated in the District Court for Eagle County, Colorado, which shall be the sole and exclusive forum for such litigation. This Agreement shall be construed and interpreted under and shall be governed by the laws of the State of Colorado. 14. Execution by Counterparts; Electronic Signatures. This Agreement may be executed in two or more counterparts, each of which shall be deemed an original, but all of which shall constitute one and the same instrument. The parties approve the use of electronic signatures for execution of this Agreement. Only the following two forms of electronic signatures shall be permitted to bind the parties to this Agreement: (i) Electronic or facsimile delivery of a fully executed copy of the signature page; (ii) the image of the signature of an authorized signer inserted onto PDF format documents. All documents must be properly notarized, if applicable. All use of electronic signatures shall be governed by the Uniform Electronic Transactions Act, C.R.S. 24-71.3-101 to 121. 15. Other Contract Requirements. a. Consultant shall be responsible for the completeness and accuracy of the Services, including all supporting data or other documents prepared or compiled in performance of the Services, and shall correct, at its sole expense, all significant errors and omissions therein. The fact that the County has accepted or approved the Services shall not relieve Consultant of any of its responsibilities. Consultant shall perform the Services in a skillful, professional and competent manner and in accordance with the standard of care, skill and diligence applicable to Consultants performing similar services. Consultant represents and warrants that it has the expertise and personnel necessary to properly perform the Services and covenants that its professional personnel are duly licensed to perform the Services within Colorado. This paragraph shall survive termination of this Agreement. b. Consultant agrees to work in an expeditious manner, within the sound exercise of its judgment and professional standards, in the performance of this Agreement. Time is of the essence with respect to this Agreement. C. This Agreement constitutes an agreement for performance of the Services by Consultant as an independent contractor and not as an employee of County. Nothing contained in this Agreement shall be deemed to create a relationship of employer-employee, master -servant, partnership, joint venture or any other relationship between County and Consultant except that of independent contractor. Consultant shall have no authority to bind County. d. Consultant represents and warrants that at all times in the performance of the Services, Consultant shall comply with any and all applicable laws, codes, rules and regulations. 7 e. This Agreement contains the entire agreement between the parties with respect to the subject matter hereof and supersedes all other agreements or understanding between the parties with respect thereto. f. Consultant shall not assign any portion of this Agreement without the prior written consent of the County. Any attempt to assign this Agreement without such consent shall be void. g. This Agreement shall be binding upon and shall inure to the benefit of the parties hereto and their respective permitted assigns and successors in interest. Enforcement of this Agreement and all rights and obligations hereunder are reserved solely for the parties, and not to any third party. h. No failure or delay by either party in the exercise of any right hereunder shall constitute a waiver thereof. No waiver of any breach shall be deemed a waiver of any preceding or succeeding breach. i. The invalidity, illegality or unenforceability of any provision of this Agreement shall not affect the validity or enforceability of any other provision hereof. j. Consultant shall maintain for a minimum of three years, adequate financial and other records for reporting to County. Consultant shall be subject to financial audit by federal, state or county auditors or their designees. Consultant authorizes such audits and inspections of records during normal business hours, upon 48 hours' notice to Consultant. Consultant shall fully cooperate during such audit or inspections. k. The signatories to this Agreement aver to their knowledge, no employee of the County has any personal or beneficial interest whatsoever in the Services or Property described in this Agreement. The Consultant has no beneficial interest, direct or indirect, that would conflict in any manner or degree with the performance of the Services and Consultant shall not employ any person having such known interests. 1. The Consultant, if a natural person eighteen (1$) years of age or older, hereby swears and affirms under penalty of perjury that he or she (i) is a citizen or otherwise lawfully present in the United States pursuant to federal law, (ii) to the extent applicable shall comply with C.R.S. 24-76.5-103 prior to the effective date of this Agreement. 16. Prohibitions on Government Contracts. As used in this Section 16, the term undocumented individual will refer to those individuals from foreign countries not legally within the United States as set forth in C.R.S. 8-17.5-101, et. seq. If Consultant has any employees or subcontractors, Consultant shall comply with C.R.S. 8-17.5-101, et. seq., and this Agreement. By execution of this Agreement, Consultant certifies that it does not knowingly employ or contract with an undocumented individual who will perform under this Agreement and that Consultant will participate in the E -verify Program or other Department of Labor and Employment program ("Department Program") in order to confirm the eligibility of all employees who are newly hired for employment to perform Services under this Agreement. E3 a. Consultant shall not: i. Knowingly employ or contract with an undocumented individual to perform Services under this Agreement; or ii. Enter into a subcontract that fails to certify to Consultant that the subcontractor shall not knowingly employ or contract with an undocumented individual to perform work under the public contract for services. b. Consultant has confirmed the employment eligibility of all employees who are newly hired for employment to perform Services under this Agreement through participation in the E -Verify Program or Department Program, as administered by the United States Department of Homeland Security. Information on applying for the E -verify program can be found at- htlp://www.dhs.pv/xprevpMt/progfams/ge—I 185221678150.shtm C. Consultant shall not use either the E -verify program or other Department Program procedures to undertake pre-employment screening of job applicants while the public contract for services is being performed. d. If Consultant obtains actual knowledge that a subcontractor performing work under the public contract for services knowingly employs or contracts with an undocumented individual, Consultant shall be required to: i. Notify the subcontractor and County within three (3) days that Consultant has actual knowledge that the subcontractor is employing or contracting with an undocumented individual; and ii. Terminate the subcontract with the subcontractor if within three days of receiving the notice required pursuant to subparagraph (i) of the paragraph (d) the subcontractor does not stop employing or contracting with the undocumented individual; except that Consultant shall not terminate the contract with the subcontractor if during such three (3) days the subcontractor provides information to establish that the subcontractor has not knowingly employed or contracted with an undocumented individual. e. Consultant shall comply with any reasonable request by the Department of Labor and Employment made in the course of an investigation that the department is undertaking pursuant to its authority established in C.R.S. 8-17.5-102(5). f. If Consultant violates these prohibitions, County may terminate the Agreement for breach of contract. If the Agreement is so terminated specifically for breach of this provision of this Agreement, Consultant shall be liable for actual and consequential damages to County as required by law. g. County will notify the Colorado Secretary of State if Consultant violates this provision of this Agreement and County terminates the Agreement for such breach. �J IN WITNESS WHEREOF, the parties have executed this Agreement the day and year first set forth above. Attest By: 3....,sso,a , Regina O'Brien, Clerk to the Board COUNTY OF EAGLE, STATE OF COLORADO, By and Through Its BOARD OF COUNTY COMMISSIONERS L�� Kathy Chandler -Henry, Chair CON ULT' �rm,a s,.m�,..oa�.wm By: ,,a„va=se«,a= Print Name: Matt Goebel Title: Director all EXHIBIT A SCOPE OF SERVICES, SCHEDULE, FEES 11 EAGLE COUNTY, COLORADO DRAFT SCOPE OF WORK: LAND USE REGULATIONS REWRITE DRAFT: DECEMBER 2017 DRAFT SCOPE OF WORK...........................................................................................................................2 TASK 1. PROJECT ORIENTATION AND MANAGEMENT..............................................................................2 1.1. Initial Project Management Meetings...................................................................................2 1.2. Initial Committee Meetings..................................................................................................2 1.3. Public Involvement Plan........................................................................................................3 1.4. Ongoing Conference Calls and Meetings..............................................................................3 TASK 2. PREPARE DRAFT LAND USE REGULATIONS................................................................................4 2.1. Draft Land Use Regulations — Staff Drafts.............................................................................4 2.1.a. Module 1—Administration and Procedures...............................................................5 2.1.b. Module 2 —Development and Design Standards........................................................5 2.1.c. Module 3 —Zoning Districts and Uses.........................................................................5 2.2. Draft Land Use Regulations - Public Drafts...........................................................................5 2.3. Additional Public Meetings...................................................................................................6 2.4. Test ingthe Land Use Regulations.........................................................................................6 2.5. Consolidated Draft Land Use Regulations.............................................................................6 2.6. Adoption Draft Land Use Regulations...................................................................................7 TASK3. ADOPTION................................................................................................................................ 7 3.1. Executive Summary...............................................................................................................7 3.2. Adoption Draft Presentation and Public Meetings...............................................................7 3.3. Final Land Use Regulations...................................................................................................8 3.4. Eagle County Land Use Regulations Summary PowerPoint..................................................8 SCHEDULE AND BUDGET........................................................................................................................... 9 OPTIONAL: PROJECT WEBSITE DEVELOPMENT........................................................................................11 REPRESENTATIVE PROJECTS.................................................................................................................12 1 EXHIBIT A DRAFT SCOPE OF WORK This scope of work is designed to result in a comprehensive rewrite of Eagle County's Land Use Regulations. The project will address all issues raised in the October 2017 Assessment Report and implement the new outline proposed in the report. This scope identifies responsibilities for both the consulting team and the County. The preliminary budget and timeline in the following sections track this proposed scope of work. We propose the following tasks to accomplish the scope of work: • Task 1: Project orientation and Management • Task 2: Prepare the Discussion Draft WRs • Task 3: WRs Adoption All elements of this proposed work plan are flexible and open to discussion and negotiation. TASK 1. PROJECT ORIENTATION AND MANAGEMENT `a�I►IIIV1911i+31011k""H:F.164k"144 I V,14gII►1*1 Clarion will meet with the County's project manager, staff, and other officials to discuss overall project goals and to finalize the project work plan and schedule. These meetings may take place over the phone or via email, or maybe in person if combined with the initial onsite committee meetings described below. Clarion will work with County staff to prepare a detailed drafting schedule that identifies product delivery dates as well as internal review and comment periods. We have found these schedules to be critical to maintaining project momentum. Our success in completing projects on time and on budget is due in part to our regular communication with our clients throughout the project and our ability to make adjustments when necessary. `W+ I ► I I IM110111,,I�,,II11gII116 `l For discussion purposes, this draft scope is based on the formation of two Advisory Committees: ATechnical Advisory Committee wi I I be made up of a multi -departmental staff. This group would review all staff -level drafts of work products and help ensure consistent feed back from Eagle County departments. ACitizen Advisory Committee will be made up of external stakeholders. Preliminary discussions have suggested perhaps two members of each Planning Commission, representatives of one or more municipalities within the County, plus other interested citizens orstakeholders. This committee would review public drafts of the various work products. The group would ideally consist of roughly 10 to 12 members. A minimum number of meetings for this group should take place in the Roaring Fork Valley. Clarion will work with the County project manager to arrange initial meetings in Eagle with both advisory committees. During these initial meetings, Clarion will provide an introduction to the project scope and schedule, provide an overview of the major components of the Assessment Report, and facilitate discussions with the committee members to learn about their overall goals for this project and to obtain additional feedback on Eagle County land use issues. For all committee and public meetings described in this scope, Clarion will create informative and graphically rich materials and presentations that are tailored to the specific issues and topics to be EXHIBIT A discussed and presented, and to the intended audiences. These will be prepared in a variety of formats, such as PowerPoint presentations and detailed information sheets. Additional information on specific public meetings is described in latertasks. 1.3. PUBLIC INVOLVEMENT PLAN Public involvement related to the drafting of land use regulations is unique. In contrast to comprehensive planning projects, code updates often involve detailed, sometimes technical discussions. It takes skill and timing to present such complex materials in an engaging and understandable way, and to avoid "technical topic burnout." Focused public involvement will enable us to build momentum and create support throughout the project timeline. At the beginning of the project, we will finalize and discuss a detailed public participation strategy plan with County staff. The plan will take full advantage of the various forums available to the Countythat we have found helpful in other code projects. In particular, the plan will emphasize public involvement, regular reportsto elected and appointed officials, and public meetings at important milestones during the process. The formation of the two Advisory Committees mentioned above is a key element of our public outreach strategy. Regular workshop meetings with these groups will help ensure that each stage of the drafting is supported by broad-based, meaningful stakeholder feedback. Other issues the draft public involvement plan will address will include, but not be limited to: • The role of the Advisory Committees in helping to educate and inform the public. Often, committee members can serve as trusted liaisons to keep various groups informed of project progress and to seek detailed input on targeted issues. • Potential educational opportunities, such as "Zoning 101" presentations to help inform the public about the need for an updated ordinance. • How technology will be used to keep stakeholders informed about project progress. The key technological tool will be a project website, which this draft scope proposes be maintained by the County staff, with content provided by Clarion. We also have experience using social media tools (e.g., Twitter, Instagram, Facebook) to supplement the website. These types of tools can sometimes be effective in reaching new audiences, such as younger citizens who rarely attend zoning meetings. We also have provided an optional element for a more robust website, separate from (but finked to) the County's main website and maintained by the project team. This option appears following our Proposed Scope of Work later in this proposal. ■ The overall schedule/timeline for public involvement activities throughout the duration of the project. The plan will be developed prior to the project orientation meeting; following discussion at that meeting, we will prepare a final version for implementation throughout the duration of the project. 1.4. ONGOING CONFERENCE CALLS AND MEETINGS Throughout the duration of the project, Clarion will be available to participate in regular conference calls, as needed, to assist in providing relevant project reviews and updates. With a land use regulation update, there can be both periods of daily communication and also periods where Clarion is in the background drafting materials. During those times, we like to communicate regularly with our clients to make sure they understand exactly where the project stands in relation to the schedule. We are also well -versed in GoTo Meeting and similar online tools for meetings that require review of documents or presentation materials using a shared screen and/or video teleconferencing platform. EXHIBIT A In addition, Clarion will facilitate numerous Advisory Committee and public meetings at key milestones throughout the project, as described in the task descriptions below. The focus and format of the meetings may range (e.g., small workshops, open houses, round tables, public hearings) depending on the project timing, the information being presented for review and discussion, or the intended audience. The general intention of all meetings will be to solicit meaningful feed back from a variety of County stakeholders. Eagle County staff is anticipated to lead several smaller workshops throughout the project in between the milestone meetings involving Clarion. The draft budget assigns a reserved amount of time for ongoing project management calls and discussions. The draft budget for ongoing meeting facilitation is included in each of the respective work tasks below. • Prepare Public Involvement Plan in M5 Word and PDF • Review Public Involvement Plan and provide feedback • Facilitate initial meetings with the public, advisory committees, officials, and/or other interest groups Prepare meeting materials for all Advisory Committee and public meetings • Establish Advisory Committees • Organize meetings (meeting locations, invitations, etc.) • Attend and participate in meetings • Review content and provide feedbackforall meeting materials • Distribute background information prior to meetings • Schedule meetings with appropriate stakeholders • Organize meetings (meeting locations, invitations, etc.) • Facilitate regular communication with County staff • Participate in regular meetings with consultant 5 Ongoing throughout duration of project, as described in subsequenttasks TASK 2. PREPARE DRAFT LAND USE REGULATIONS 2.1. DRAFT LAND USE REGULATIONS - STAFF DRAFTS Building upon the work completed in the Assessment Report, Clarion will begin drafting the revised Land Use Regulations according to the structure proposed in that report. Document drafts will be user-friendly and include all the substantive new materials discussed in the report. The drafts will emphasize the use of graphics, tables, and charts to clearly explain zoning and land use concepts. The drafts will include commentary and footnotes to explain changes from current regulations and practice and the rationale behind each new provision. The commentary and footnotes will also demonstrate how the revised code addresses the issues noted in the Assessment Report where applicable. The updated LU Rs will likely include a substantial amount of new information, presented in a new format. We recommend dividing the drafting of the new Land Use Regulations into three thematically related modules, which will help each review body—staff, stakeholders, community members—to read and digest all of the new information in logical increments. While the specific order and contents of each module is up for discussion, below we suggest a typical breakdown that has worked well in other communities. Each module would be completed with presentations at public meetings and a presentation to the Citizen Advisory Committee. EXHIBIT A For each module, a "staff draft" will be created and circulated for review by key staff to checkthe factual accuracy (e.g., to ensure any procedures to be carried forward are described correctly) and feasibility of recommended changes. Each of these drafts will also be reviewed by the Technical Advisory Committee members. Each staff draft will be accompanied by a cover memorandum that summarizes the major new features of the draft, significant changes from current provisions, and explanations of the new material. While staff is reviewing the first module, Clarion will begin drafting the second module, and so on. Following this schedule, drafting and staff review proceeds in an efficient manner that maintains project momentum. 2.1.A. MODULE 1 — ADMINISTRATION AND PROCEDURES This component will include all the review and approval procedures in Eagle County related to land use and development. Existing procedures will be reviewed and updated and/or completely rewritten with general goals of promoting efficient, effective, and predictable decision-making. Module 1 will also focus on rewriting the existing Planned Unit Development process as recommended in the Assessment Report. The existing Review Procedures Summary Table will be updated accordingly. This module also will cover general provisions, enforcement procedures, and rules for nonconformities. 2.1.113. MODULE 2 —DEVELOPMENT AND DESIGN STANDARDS This component will include standards that address the look and feel of new development and redevelopment (e.g., landscaping, parking, connectivity, building design, and lighting). The development standards are also expected to address environmental and open space protection, sustainability (e.g., renewable energy infrastructure), redevelopment and infill standards, and area -specific standards. This module is proposed to be drafted second (before the drafting of new zoning districts) in order to give community members the opportunity to consider development standards issues generally as they apply to the entire county, before concentrating on specific locations/districts. 2A.C. MODULE 3 — ZONING DISTRICTS AND USES This component will include drafts of the proposed districts (new or existing districts, plus dimensional standards) and the uses allowed by right or by review in each district. This material is the backbone of most zoning codes and it is important that zoning districts are drafted simultaneously to ensure they use a consistent vocabulary, and that the proposed districts are not overlapping or repetitive. The districts will include both text and illustrations for each district that address applicable use, scale, siting, and (potentially) building form. One important component of this work is to modernize and simplify permitted use lists and controls to allow flexibiIityfor market-driven adjustments, to address more modern and emerging land uses, and to remove antiquated uses. This will also focus on better aligning the zoning districts with the future land use plans as recommended in the Assessment Report. A recommended structure for the Land Use Regulations is identified in the Annotated Outline section of the Assessment Report. Clarion will work with County staff to identify specific articles/chapters to include in each module. We recommend including applicable definitions in each module, building up to a final consolidated list of definitions. 2.2. DRAFT LAND USE REGULATIONS - PUBLIC DRAFTS Based on one round of consolidated written feedback on the staff draft of each module, Clarion will produce a revised, refined public draft of each module for distribution to the Advisory Committee(s), key stakeholders, both Planning Commissions, and the public. EXHIBIT A With each public draft module, Clarion will post the draft materials on the project website and also will schedule a trip to present the module to the public. We recommend three meetings per module — one for the Technical Advisory Committee, one for the Citizen Advisory Committee and one public meeting, all scheduled to occur on the same trip. Clarion will facilitate the meetings and prepare materials and presentations for these meetings, seeking staff review and input before finalizing them. We anticipate staff will attend and provide brief introductions and participate in the majority of the meetings. 2.3. ADDITIONAL PUBLIC MEETINGS In addition to the presentations focused on specific modules, this scope and budget includes time and expenses devoted to two additional public meetings to support the project. These additional workshops are designed to ensure that a broad array of issues is presented to the communityfor discussion. These may include topic -specific meetings; examples might include affordable housing, building design standards, or parking standards. Clarion will prepare materials for presentation to the community. Additional meetings beyond those budgeted for in this scope could be facilitated by Clarion on a time - and -expenses basis. 2.4. TESTING THE LAND USE REGULATIONS Following presentation and discussion of the three modules, Clarion will workwith County staff to identify appropriate testing scenariosfor the new draft LUR standards. As one option, Clarion can provide testing on hypothetical projects using a "before and after' approach bywhich we demonstrate the scope and challenges with a project underthe current code followed bythe same project underthe proposed Land Use Regulations. Another option would be to select various hypothetical or real projects that address known issues in the community (such as parking, landscaping, or design) or related to the approval procedures for certain types of projects. Depending on the complexity of the testing scenarios, we recommend approximate lyfive development scenarios. The key characteristics that would change based on the new LU Rs would be summarized for each scenario in a brief handout or PowerPoint presentation. Additional specifics on the testing scenarios and their presentation should be discussed with staff in greater detail during project kick-off. The intent is to "test" the consolidated draft of the new LURs and to roll out these scenarios either concurrent with or subsequent to the rollout of consolidated draft. However, the specific sequence and timing can be further discussed and adjusted if necessary. W1111►61111R117.1141111.7:1aIF.1►1111IR14fl 9lW.1111 ] 61 Based on comments received from staff, the Advisory Committee(s), other stakeholders, and the general public, we will revise the public draft modules to create a Consolidated Draft Land Use Regulations document. The budget includes two trips to present these materials at a series of meetings. Clarion representatives will lead the development of all meeting materials and will be available in person to present the materials at these meetings. We will also present the results of the testing scenarios at these meetings. We recommend a minimum of six meetings on this draft, including: ■ One Technical Advisory Committee meeting; • One Citizen Advisory Committee meeting; • One meeting with each Planning Commission (two meetings total); • One meeting with the Board of County Commissioners; and ■ One public meeting. EXHIBIT A P��:1�I+1��[+1►1�7.1:1a��:1►1�1���i�.Jx�1�1�:��[+]►E�� After receiving comments on the Consolidated Draft Land Use Regulations, Clarion will revise the document and create an Adoption Draft Land Use Regulations document to be carried forward into the adoption process. This draft will include final versions of all illustrations, charts, and tables. • Prepare Staff Drafts of LURs (in three modules) in MS Word • Review drafts and provide one round of consolidated and PDF written comments on each module Prepare Public Drafts of LURs (in three modules) in Ms Word and PDF • Test draft LURs standards and procedures based on pre- determined scenarios • Review public drafts and note any further comments • Consolidate written comments from stakeholders and on each module • Work with consultant to identify appropriate testing scenarios and method • Prepare Consolidated Draft LURs (one consolidated draft) • Review consolidated draft and note any further comments in MS Word and PDF • Prepare A.doption Draft LURs in Ms Word and PDF Projected Meetings • Public DraftU.JRs: Present public drafts of three modules to • Organize meetings and distribute background materials Citizen Advisory Committee and one public meeting to prior to the meetings solicit feedback - six meetingstotal (three Clarion trips) • Consolidate commentsfrom stakeholders and public on each module • Additional public meetings: Develop content for and • Assist in selecting topics for additional meetings present topic -specific materials related to new LURs at two • Organize meetings and distribute background materials public meetings (two Clarion trips) prior to the meetings • Consolidated Draft1-URs: Present consolidated public draft • Organize meetings and distribute background materials to Citizen Advisory Committee and other groups— six prior to the meetings meetings total (two Clarion trips) • Consolidate comments from stakeholders and public �ChedUl Deliver and hold public meetings on Consolidated Draft LURs by July 2019, assuming an March 2018 start date (to allow July - August 2019 for final adoption) TASK 3. ADOPTION 01�0.4xFl111j1ITA *YJ k'lIk'lHID Clarion will provide both Planning Commissions and the Board of County Commissioners with the Final Draft Land Use Regulations in a form appropriate for their review and consideration for final adoption. To accompanythe Final Drafts, Clarion will prepare an Executive Summarythat describes the project and the final documents, detailing comparisons between the existing and proposed regulations, and summarizing all major changes. M.l II11:1 I D] ► I I] J.Ia1U.1*144 IM1111►V: I11:11A1[a�',14:111►[1161 Clarion will assist County staff in the presentation of the Adoption Draft at up to three public meetings (hearings at both Planning Commissions and the Board of County Commissioners), developing materials for each. Clarion will then make one additional round of edits based on feedback received at the public meetings, and based on consolidated written direction provided by staff. Additional meetings can be added to the scope and budget on a time -and -expenses basis. EXHIBIT A W] 9 1 ► UIW.1►11161:1:1:1191WAIII] ►61 Based on comments and direction from the meetings in Task 3.2, as summarized in consolidated written direction provided by staff, we will create the final adopted draft of the new Land Use Regulations for the Countysfiles. This final draft will be prepared to live on Eagle County's website in a user-friendly and searchable PDF format. MEIVAWA1 IDIR61:10WlWAIN►MR1711 T►f:1WAl+11►'14.11+11►II Following the final adopted draft of the new code, Clarion will prepare a PowerPoint presentation that walks through the changes from the old regulations tothe new LU Rs and highlights some of the new features of the LU Rs. Clarion will walk through the presentation with staff using Go To Meeting or a similar platform as part of this proposed scope of work. Clarion will be available to facilitate additional in-person training for staff and/or other stakeholders upon request on a time -and -expenses basis. • Submit final drafts in M5 Word and PDF • Organize meetings and distribute background materials • Prepare executive summary to accompany final drafts in prior to the meetings MS Word and PDF • Consolidate comments from stakeholders and public on • Participate in three public meetings the Adoption Draft • Make ed its to Adoption Draft based on consolidated written comments from staff Pmjected Meetings • Present Adoption Drafts at three public meetings —three • Organize meetings and distribute background materials meetings total (three Clarion trips) prior to the meetings • Consolidate comments from stakeholders and public on each draft TBD EXHIBIT A SCHEDULE AND BUDGET A preliminary project budget, broken down by tasks, is summarized on the following page. It includes all professional fees, travel, and other reimbursable expenses. This cost estimate is based on the team's extensive experience with similar code rewrite projects. All numbers are preliminary and open to discussion and negotiation. We are flexible and committed to developing a work plan, division of labor, and budget consistent with the County's resources and objectives. Based on our experience, we believe that a schedule resulting in delivery of an adoption draft by August 30, 2019, is realistic for the proposed scope of work (though of course the actual adoption date depends on political factors and thus can be somewhat unpredictable). We have outlined a process in this proposal that we believe works and will allow two months forthe final adoption, which often we find can be a formality if prior meetings have been well -attended, informative, and productive. We are happy to further discuss alternatives. We summarized our proposed schedule in the table below. Dates are based on a March 1, 2018, start date, to be adjusted upon actual kick-off. 2018 f 2019 M M I J I J I A I S 1 0 1 IN I D I J I F I M 1 A I M I J I J IA 1. Project Orientation and Management* 2. Prepare Discussion Draft Land Use Regulationsn -----Module 1----- -----Module 2----- -----Module 3----- 3. Land Use Regulations Adoption *Project management is ongoing throughout the project. A EXHIBIT A Eagle County,Colorado Land Use Regulations Rewrite Director (Goebel) Principal (Wafaie) Associate (Steiner) Graphics (Wencel) TOTAL %of Total Budget 78 $80 Task 1. Project Orientation and Management 1.1 Initial Project Management Me=. -_• 12 8 8 0 $4,240 1.21nit ial Committee Meetings 20 20 20 0 $8,500 1.3 Public Involvemerr Plan 10 4 14 0 $3,810 1.4 Ongoing corterence calls and meet irigs 60 20 60 0 $20,300 Hours 102 52 102 0 256 Labor Casts $21,420 $6,760 $8,670 $0 $36,850 Num be r of T rips 1 1 1 Trip Casts $650 $450 $450 $1,550 Task Total $38,400 12.94% Task 2. Prepare Discussion Draft LURs 2.1 Draft Land Use Regulations - Staff Drafts Module 1- Administration and Procedures 50 20 120 8 $23,940 Module 2 - Development and Design Standards 50 40 120 60 $30,700 Module 3 - Zone Districts and Uses 0 40 120 80 $32,300 2.2 Draft Land Use Regulations - Public Drafts Module 1 - Administration and Procedures (including trip to present} 40 40 60 8 $19,340 Module 2 - Development and Design Standards (including trip to present} 40 50 60 16 $21,280 Module 3 - Zone Districts and Uses (including trip to present) 40 50 60 16 $21,280 2.3 Additional Public Meetings 40 0 40 0 $11,800 2.4 Testing the Land use Regulations 30 30 50 32 $17,010 2.5 Consolidated Draft Land use Regulations (including two trips topresent} 60 40 60 8 $23,540 2.6 Adoption Draft Lard Use Regulations 30 30 40 16 $14,880 Hours 430 340 730 244 1,744 Labor Costs $90,300 $44,200 $62,050 $19,520 $216,070 NumberofTris 7 4 7 Trip Costs $4,550 $1,800 $3,150 $9,500 Task Total 225 570 76.02% ask 3. Land Use Regulations Adoption 3.1 Executive Summary 4 8 8 0 $2,560 3.2 Adoption Draft Presentation and Public Meet in s 50 20 30 0 $15,650 3.3 Final Land Use Regulations 30 8 30 8 3.4 Land use Re ulations Summary PowerPoint 4 0 4 0 Hours 88 36 72 8 204 Labor Costs $18,480 $4,68D $6,120 $640 $29,920 Num be r of T rips 3 1 1 Trip Costs $1,950 $450 $450 1 $2,850 Task Total $32,770 11.04% TOTAL -:Em"iE ! $296,7401 100.00% '0 EXHIBIT A OPTIONAL: PROJECT WEBSITE DEVELOPMENT While the base work program described above includes a dedicated project web page built off the County's website and maintained by County staff, Clarion Associates often partners with Urban Interactive Studio (UIS) to offer an optional suite of website and public engagement tools to support the development of the updated codes. For this project, UISwould, as an optional service, create an interactive project website to help the Clarion team effectively reach the Eagle County community, easily share news and updates, and meaningfully involve the public. The site will be based on UIS's flagship product, EngagingPlans, which is a suite of semi -customizable web apps that can stand alone or be integrated with EngagingPlans, offering additional in-depth opportunities for public involvement and feedback. EngagingPlans reaches, informs, and involves citizens and stakeholders in civic projects and decision making. This interactive website forms the backbone of project communications, keeping documents, events, news and FAQs clear and up- to-date in one accessible location. EngagingPlans encourages public participation by offering multiple ways to elicit and collect feedbackfrom the community. The site can contain tools to foster in-depth engagement through mobile mapping and interactive workbooks. These web apps create unique opportunities for public involvement and feedback by offering visual, dynamic activities that are accessible and relevant to the Eagle County community and simultaneously provide meaningful insights to the Clarion project team. While the feature can be set up in different ways to meet a variety of project goals, key elements include: Mapping. The site will contain features that allow the project team to invite people to identify places of interest and offer specific insights about them. Depending on the specific project goals, mapping apps can be used to: • Collaboratively map community assets; • Collect detailed data and observations for particular locations; and • Compare different maps side-by-side. Engaging Plans M 1� I a � f� Workbooks. The site will contain features that allow the project team to combine visual information about project challenges and opportunities with short activities to educate people and askfor informed input. Workbooks can be used to: • Introduce and evaluate design concepts and alternatives (such as the testing scenarios described later in this workplan); • Provide an online complement to traditional public workshops; and • Translate long documents into interactive learning and feedback exercises. Budget. The budget for this additional work element would be based on the particular features selected, and is in addition to the proposed costs outlined in the base proposal. ii EXHIBIT A Optional Website and Engagement Tools (add-ons to budget proposed above) Base Project Website (includes web development and hosting) $250/month plus $125 per hour for customizations EngagingApps - Mapping $3,500 to $5,000 EngagingApps - Workbooks $6,500 to $9,500 REPRESENTATIVE PROJECTS CARBONDALE, COLORADO Clarion Associates was retained bythe Town of Carbondale to revise their current development regulations and consolidate provisions into a unified development code. During Phase I of this project (completed May 2014), Clarion prepared a detailed annotated outline of how a new unified development code would be organized. The annotated outline was based on a thorough review of current regulations, analysis of best practices, and feedbackfrom extensive stakeholder outreach. In Phase II, Clarion updated the Carbondale development regulations through a series of modules that break down the new unified development code sections into manageable parts for internal and public review. The first module was related to administration and includes general provisions and procedures for development review. The second module included land uses and districts, followed bythe final module on development standards. Each module offered staff, the appointed and elected officials, and the public a chance to review and comment prior to Clarion developing a final consolidated adoption draft of the Unified Development Code. Clarion worked closely with staff and the Planning and Zoning Commission on the execution of this project. Clarion, in partnership with Urban Interactive Studio, developed a project website for interested parties to review documents and provide valuable feedback throughout the course of the project. Carbondale's Unified Development Code was adopted in Spring 2016. Project Contact Information: Janet Buck, Carbondale Planning Director 1 970-963-2733 1 jbuck@carbondaleco.net ARLINGTON, TEXAS Arlington is home to approximately 400,000 people and is centrally located mid -way between Dallas and Fort Worth. Clarion Associates was retained to lead a team to significantly reorganize and rewrite Arlington's zoning ordinance and subdivision regulations. Because much of Arlington is dominated by post-war residential development and aging strip commercial corridors, the Clarion team is developing an innovative set of residential and commercial design standards to spark redevelopment that will help - to revitalize the appearance and economic vitality of the city. In addition, Arlington's code had become extremely disorganized through, among other things, the inclusion of approximately 500 pages of amendments that were adopted but never codified into the main code, making it very difficult for users 12 EXHIBIT A to determine the current requirements. The Clarion team consolidated and streamlined the code and amendments by significantly modernizing the menu of zoning districts, eliminating unnecessary overlays, and iIIustrat ingthe new code with tables and graphics to more efficiently convey regulatory requirements. The Development Code was adopted in June 2014. Project Contact Information: Jim Parajon, Assistant City Manager 1 817-459-6527 jim.parajon@arIingtontx.gov Clayton Husband, Former Principal Planner in Arlington (Current Principal Planner in North Richland Hills) 817-427-6307 1 chusband@nrhtx.com GLENWOOD SPRINGS, COLORADO The City of Glenwood Springs retained Clarion Associates to revise Glenwood's current development regulations. This project follows Clarion's previous work in 2015 to prepare an analysis of Glenwood's development regulations, including an annotated outline for how to organize the new regulations. The development regulations rewrite kicked off in March 2016 with a series of stakeholder meetings. The new regulations are currently in the process of being drafted and are expected to be adopted in 2018. Project Contact Information: Gretchen Ricehill, Senior Planner 1 970.384.6428 1 gretchen.ricehill@cogs.us SEDONA, ARIZONA Clarion is working with the City of Sedona to update their 20 year old land development code. The project began in late 2016 with an issue identification memo and a full analysis of the current code as well as an annotated outline that describes how the new regulations could be restructured. The code is currently being rewritten in a series of three modules. First, the districts and uses are being redesigned to simplify the overall district lineup by consolidating like districts, eliminating unnecessary districts, and introducing new districts to help implement the city's comprehensive plan and area -specific plans. Next, the development standards are being overhauled to significantly simplify the city's complextools for regulating site and building design. Over time, the local regulations have expanded into a sophisticated, but sometimes confusing, mix of standards and guidelines regulating issues such as building color. The new code will streamline and rethink many aspects of these regulations, while focusing on protecting the unique sense of place in 5edona, including protecting neighborhoods. Finally, the administration provisions of the code will be redrafted to help direct more decision-making authority to staff and clarify the basics of the standard review procedures. Project Contact Information: Mike Raber, Senior Planner 1 928-204-7106 1 mraber@sedonaaz.gov 13 EXHIBIT A Education Juris Doctor & Master of Regional Planning University of North Carolina at Chapel Hill Bachelor of Arts (Plan II Honors) University of Texas at Austin Professional History Clarion Associates, LLC Partner and Vice President 2001— present Associate, 1997-2000 Professor David R. Godschalk Research Assistant, 1993-1997 Professional Associations American Institute of Certified Planners Member Denver, Colorado, and American Bar Associations Member Publications Rules that Shape Urban Farm. American Planning Association, PAS 489/490, 2012. (with Donald Elliott and Chad Meadows) Aesthetics, Community Character, and the Caw. American Planning Association, Planning Advisory Service 489/490, 2000. (with Christopher J. Duerksen) Natural Hazard Mitigation: Recasting Disaster Policy and Planning. Washington, D.C.: Island Press, 1999. (with David R. Godschalk et al.) CLARION MATT GOEBEL, AICP Director Matthew Goebel, a Director of the firm, is a planner and attorney in the Denver office of Clarion Associates. He works principally in the areas of zoning, planning, and historic preservation. His numerous projects have included development codes and growth management plans for a variety of large and small jurisdictions around the country. Mr. Goebel is co-author of Rules that Shape Urban Form and Aesthetics, Community Character, and the Law, published by the American Planning Association, and principal author of an award-winning study of regulatory barriers to affordable housing in Colorado. Representative Major Projects Land Development Regulations • Alaska: Anchorage • Arizona: Buckeye, Oro Valley, Tucson • California: Pasadena, Sacramento County • Colorado: Buena Vista, Carbondale, Englewood, Erie, Frisco, Garfield County, Glenwood Springs, Lake County, Longmont, Mesa County, Northglenn, Pagosa Springs, San Miguel County • Florida: Tamarac • Idaho: Boise • Michigan: Detroit • Nevada: Henderson, Sparks • New Mexico: Santa Fe, Silver City • New York: Marry & Syracuse • North Carolina: Apex, Cary, Charlotte, Morrisville • Oklahoma: Broken Arrow • Oregon: Jackson County • South Carolina: Greenville • Tahoe Regional Planning Agency • Texas: Arlington, Austin, Cedar Hill, Denton, Irving, Rowlett, San Antonio • Wisconsin: Dodge County Plans Apex, Cary, and Wake County, North Carolina (growth management); McAllen, Texas (preservation); Salt Lake City, Utah (preservation) Other Studies Studies of the economic impacts of historic preservation for the states of Michigan and Colorado (the latter recognized by History Colorado as an outstanding contribution to preserving Colorado's cultural heritage.) Planning I caning&land Use I Real Estate 1 Sustainability & Resiliency EXHIBIT A Education University of Colorado at Denver Master of Urban & Regional Planning Metropolitan State University of Denver Bachelor of Science, Land Use Professional History Clarion Associates, LLC Principal, 2017 -present Senior Associate, 2015.2017 Associate, 2012.2015 State of Colorado (DOLA) Senior Planner/Community Development Specialist 2010.2012 URS Corporation Planner, 2006.2010 Professional Associations American Institute of Certified Planners Member American Planning Association (National and Colorado Chapters) Member Publications The Right Time, The Right Place, The Right Cade I Colorado Municipalities Magazine, April 2012 Planning Now to Protect the Past and Nurture the Tuture I Colorado Municipalities Magazine, June 2014 Community/Professional Involvement Board of Directors APA Colorado, 2013.2015 Sustainability Committee Co -Chair APA Colorado, 2011.2013 CLARION TAREQWAFAIE, AICP Principal Tareq Wafaie, AICP, is a Principal in Clarion's Denver office. Mr. Wafaie focuses on land use and zoning code diagnosis and reform and natural hazard mitigation planning and implementation. Before joining Clarion he worked in both the private and public sectors as a development review planner and in state government providing technical assistance and training on land use issues to communities across Colorado. Mr. Wafaie is a member of the American Institute of Certified Planners and is a frequent speaker on planning ethics, among other planning topics, at local and national conferences. Representative Major Projects • Unified Development Code II Aurora, Colorado • Unified Development Code II Buena Vista, Colorado • Unified Development Code II Carbondale, Colorado • Foothills Mall Existing Conditions Study II Fort Collins, Colorado • Unified Development Ordinance II Frisco, Colorado • Development Regulations Updates II Glenwood Springs, Colorado • Targeted Development Code Updates I Littleton, Colorado • Land Development Code Update II Longmont, Colorado • Envision Longmont - Comprehensive Plan Update II Longmont, Colorado • Comprehensive Plan Update II Milliken, Colorado • Development Regulations Rewrite II Northglenn, Colorado • Planning for Hazards: Land Use Solutions for Colorado II State of Colorado • Planning for Hazards Implementation Pilot (Land Use Tools) II State of Colorado • Wildfire Planning and Regulations Assessment II Summit County, Colorado • Land Development Code Update II Sedona, Arizona • Indy ReZone — Unified Development Ordinance II Indianapolis, Indiana • Integrated Development Ordinance II Albuquerque, New Mexico • ReZone Syracuse Zoning Ordinance II Syracuse, New York • Charlotte TOD Zoning Regulations II Charlotte, North Carolina • Charlotte Zoning Code Assessment II Charlotte, North Carolina • Community Planning Assistance for Wildfire II Austin, Texas • Denton Development Code Update II Denton, Texas • Urban Wildfire Risk Study II S cities in westem U.S. Planning I caning&land Use I Real Estate I Sustainability & Resiliency EXHIBIT A Education University of Colorado Denver Master of Urban & Regional Planning Colorado State University Bachelor of Arts, History Professional History Clarion Associates Associate 2017 - Present City of Minneapolis Senior City Planner 2014-2017 Clarion Associates Planning Intern 2013-2014 State of Colorado (DOL.A) Community Development Intern 2013 United States Forest Service Planning Intern 2013 City of Boulder Comprehensive Planning Intern 2012 City of Fort Collins Preservation Planning Intern 2010-2011 Professional Associations American Institute of Certified Planners (AICP) CLARION LISA STEINER, AICP Associate Ms. Steiner is an Associate in the Denver office of Clarion Associates. Before joining Clarion, she was a planner in Minneapolis, primarily reviewing major land use and historic preservation development proposals. In Minneapolis, she also led several successful amendments to the zoning and preservation ordinances. Over the last seven years, Ms. Steiner has worked with several municipalities as well as with state and federal agencies. She has worked on a wide variety of projects including development code updates, comprehensive plans, small area plans, best practices research, landmark designations, and design guidelines. Ms. Steiner is a member of the American Institute of Certified Planners. Representative Major Projects • Unified Development Code I Frisco, Colorado • Land Development Regulations Assessment I Howard County, Maryland • Land Use Regulations Assessment I Eagle County, Colorado • Zoning Code Text Amendments I Minneapolis, MN* • Preservation Ord inance Amend ments I Minneapolis, MN* • Comprehensive Plan & Zoning diagnosis I Rapid City, South Dakota • Colorado Main Street Program State of Colorado* • San Juan National Forest Plan United States Forest Service* • Landmark designation Studies I City of Fort Collins* * Work with previous firms Planning I caning&land Use I Real Estate 1 5ustainobOdy & Resiliency EXHIBIT A Education Kansas State University Master of Regional & Community Planning (5 -year non -baccalaureate program) Kansas City Design Center 2013 Studio Professional History Clarion Associates, LLC Associate, 2014 — present Katalyst Group, LLC QVC Mill Operation/Fabrication, 2014 BNIM Architects Planner, 2013-2014 City of Chesterfield, MO Intern, 2011-2012 Professional Associations American Planning Association Member Community Involvement Liaison to regional and national APA KSU APA Student Group, 2012 Communications Officer KSU USGBC Student Group, 2011 CLARION ERIC WENCEL Associate Mr. Wencel is a planner in Clarion Associates' Denver office, and a graduate of the Regional and Community Planning program at Kansas State University. While providing support on a range of project types, Mr. Wencel plays a key role in Clarion's graphics and visualization capabilities. His work encompasses a wide variety of graphic and urban design products: from carefully tailored zoning code illustrations that convey a community's unique character, to future development scenario diagrams, to infographics and project branding. Above all, Mr. Wencel is passionate about people, and takes pride in his career helping communities envision and achieve their goals. Representative Major Projects • Land development Code Update I Sedona, AZ • ReZone Syracuse I Syracuse, NY • development Code Redraft I Glenwood Springs, CO • Envision Longmont- Esri CityEngine Visualization I Longmont, CO • Cary Community Plan I Cary, NC • Land Use Planning and Scenarios Support — Boulder Valley Comprehensive Plan I City and County of Boulder, CO • Preservation for a Changing Colorado I History Colorado and Colorado Preservation, Inc. • Zoning Code Update I Aurora, CO • Zoning Code Illustration and Re -organization I Frisco, CQ • Visual Interactive Code I Allen County/Fort Wayne, I N Planning I caning&land Use I Real Estate 1 Sustainability & Resiliency EXHIBIT A EXHIBIT B Insurance Certificate 12 CLA R ASS -01 JCAMPBELL ,4cQRo CERTIFICATE OF LIABILITY INSURANCE DATE(MWDDNYYY) 02108/2018 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BYTHE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and condition sof the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s). CONTACT PFS Insurance PRODUCER NAME: PF5 Insurance Group PHONE 4848 Thompson Parkway Suite 200 A1C, No, Ext): (970) 635-9400 � aFAxC, m).(970) 635-9401 Johnstown. CO 80534 EADDRE -MAIL . infu@mypfsinsurance.cum INSURED Clarion Associates LLC 621 17th St #2250 Denver, CO 80293 !!SURER F 1 THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS. 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