HomeMy WebLinkAboutAgenda - 05-15-2012 - 5kORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: May 15, 2012
Action Agenda k
Item No. ~_
SUBJECT: Contract Award for Master Planning Services, Southern Human Services
Master Plan _
DEPARTMENT: Asset Management (AMS) PUBLIC HEARING: (Y/N) No
ATTACHMENT(S):
Professional Services Agreement
~th Attachments A and 8 (Under
Separate Cover)
PURPOSE: To consider:
INFORMATION CONTACT:
Pam Jones, 919-245-2652
Jeff Thompson, 919-245-2658
1) approving a Professional Services Agreement with Clarion Associates ("Clarion") in an
amount not to exceed $110,000 for the Development of a Master Plan and potential
Special Use Permit amendments for the Southern Human Services Campus; and
2) authorizing the Chair to execute the Agreement.
BACKGROUND: In 1992, the County purchased 34.1 acres at 2500 Homestead Road an
which to develop a County campus for service offerings in southern Orange County for the
foreseeable future. To date, two buildings have been built on the site: the Southern Human
Services Center and the Seymour Senior Center.
The Board of County Commissioners approved a conceptual site master plan in 2006 and
included funding for a formal master plan of the Campus in the current year Capital Investment
Plan (CIP).
Proposals were solicited from potential consultants in March 2012.
Firms Submittin Pro osals
Clarion Associates - Cha el Hill, NC*
CLH Desi n- Ca , NC*
obs landsca e architects - Ralei h, NC*
Stewart, Coo er, Newell - Gastonia, NC
Weinstein Friedlein Architects - Carrboro, NC
* - Firms that were interviewed
Each of the three firms interviewed brought different strengths to the project; and it is possible
they may be recommended for other up-coming work for the County. However, while each of
the three firms was imminently qualified, the selection panel agreed that Clarion rose above
others, given its experience with the Chapel Hill regulatory process. As the Board may recall, in
order to preserve its best long-term development options, the County desires to pursue
approvals that may allow preliminary site work on building locations identified in the Master
Plan. In the opinion of the selection panel, Cla~ion offered the best alternative to effectively and
efficiently guide the County through that process. Further, Corley-Redfoot Architects, the
partnering firm with Clarion, was responsible for the original Special Use Permit (SUP) submittal
in 1997 and will therefore be able to provide a unique perspective that should benefit the overall
project.
The selection panel included representatives from the County Manager's Office, Environment,
Agriculture, Parks and Recreation, Planning and AMS. The following table depicts the activities
and estimated completion dates. Some of the tasks are inter-related and may overlap:
TASK PROPOSED
BEGINNING
DATE END BY
DATE
Task 1: Pro'ect Initiation and Review of Information 5/15/12 7/15/12
Task 2: Conce tual Plannin 6/15/12 8/15/12
Task 3: Communi Outreach 8/1/12 9/15/12
Task 4: Master Plan Draftin 9/15/12 10/15/12
Task 5: Final Master Plan A roval b BOCC 11/8/12 11/8/12
Task 6: S ecial Use Permit Modification Process if necessa 11/15/12 6/15/13
FINANCIAL IMPACT: Sufficient funds are available in the Southern Human Services Capital
Project (#10027) to cover the costs related to this Agreement.
RECOMMENDATION(S): The Manager recommends the Board 1) approve the Professional
Services Agreement with Clarion Associates ("Clarion") in an amount not to exceed $110,000
for the Development of a Master Plan and potential Special Use Permit modifications for the
Southern Human Services Campus; and 2) authorize the Chair to execute the Agreement.
1
NORTH CAROLINA
[Departmental Use Only]
TITLE Southern Master Plan
FY FY11-12
SERVICES AGREEMENT OVER $90,000.00
RFP - WITH REIMBURSABLE EXPENSES
ORANGE COUNTY
This Services Agreement (hereinafter "Agreement"), made and entered into this 15th day of
May, 2012, ("Effective Date") by and between Orange County, North Cazolina a body politic
and corporate of the State of North Carolina (hereinafter, the "County") and Clarion Associates,
LLC, a Colorado Limited Liability Company d/b/a Clarion Associates-Chapel Hill, NC, 101
Market Street, Suite D, Chapel Hill, NC 27516 ,(hereinafter, the "Provider").
WITNESSETH:
That the County and Provider, for the consideration herein named, do hereby a~ee as
follows:
1. Services
a. Scope of Work.
i) This Services Agreement ("Agreement") is for professional services to be
rendered by Provider to County with respect to (insert type of project): Master
Planning and Potential Special Use Permit modification involving the Southem
Human Services Campus. The Agreement scope is framed by Attachment A
entitled "Scope of Work, Schedule and Budget".
u) By executing this Agreement, the Provider represents and agrees that Provider is
qualified to perform and fully capable of performing and providing the services
required or necessary under this Agreement in a fully competent, professional and
timely manner.
iu) Time is of the essence with respect to this Agreement.
iv) The services to be performed under this Agreement consist of Basic Services, as
described and designated in Section 3 hereof. Compensation to the Provider for
Basic Services under this Agreement shall be as set forth herein.
2. Responsibilities of the Provider
a. Services to be provided. The Provider shall provide the County with all services
required in Section 3 to satisfactorily complete the Project within the time limitations set
forth herein and in accordance with the standards generally accepted in the profession.
b. Standard of Caze.
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2
i) The Provider shall exercise reasonable caze and diligence in performing services
under this Agreement in accordance with the standards generally accepted in the
profession and in accordance with applicable federal, state and local laws and
regulations applicable to the performance of these services. Provider is solely
responsible for the professional quality, accuracy and timely completion and/or
submission of all work related to the Basic Services.
ii) Provider shall be responsible for all enors or omissions, izi the performance of the
Agreement, in connection with or arising directly or indirectly out of the
negligence of the Provider or subcontractors. Provider shall correct any and all
errors, omissions, discrepancies, ambiguities, mistakes or conflicts or arising
directly or indirectly out of the negligence of the Provider or subcontractors at no
additional cost to the County
iii) The Provider shall not, except as otherwise provided for in this Agreement,
subcontract the performance of any work under this Agreement without prior
written permission of the County. No permission for subcontracting shall create,
between the County and the subcontractor, any contract or any other relationship.
iv) Provider is ~an independent contractor of County. Any and all employees of the
Provider engaged by the Provider in the performance of any work or services
required of the Provider under this Agreement, shall be considered employees or
agents of the Provider only and not of the County, and any and all claims that may
or might arise under any workers compensation or other law or contract on behalf
of said employees while so engaged shall be the sole obligation and responsibility
of the Provider.
v) Provider agrees that Provider, its employees, agents and its subcontractors, if any,
shall be required to comply with all federal, state and local antidiscrimination
laws, regulations and policies that relate to the performance of Provider's services
under this Agreement.
vi) If activities related to the performance of this Agreement require specific licenses,
certifications, or related credentials Provider represents that it and/or its
employees, agents and subcontractors engaged in such activities possess such
licenses, certifications, or credentials and that such licenses certifications, or
credentials are current, active, and not in a state of suspension or revocation.
3. Basic Services
a. Basic Services.
i) The Provider shall perform as Basic Services the work and services described
herein and as specified in the County's Request for Proposals (the "RFP") "RFP
Number 5181 for "Southern Orange Campus Master Plan" issued February 9,
2012, and the Provider's proposal, which are fully incorporated and integrated
herein by reference together with Attachments A-"Scope of Work, Schedule and
Budget"; and B- RFP #5181 Proposal dated February 27, 2012 (designate all
attachments). In the event a term or condition in any document or attachment
Revised July 2010
3
conflicts with a term or condition of this Agreement the term or condition in this
Agreement shall control. Should such conflict arise the priority of documents
shall be as follows: This Agreement, the County's RFP together with
attachments, Provider's Proposal together with attachments.
n) The Basic Services will be performed by the Provider in accordance with the
following schedule: (Insert task list and milestone dates)
Task
1. Initiation, Review of Info.
2. Conceptual Planning
3. Community Outreach
4. Master Plan Drafting
5. Master Plan Approval
6. SUP Modification Process
7. N/A
8. N/A
9. N/A
10. N/A
Milestone Date
7/15/2012
8/15/12
9/15/12
10/15/12
11/8/12
6/15/13 (if necessary)
iii) Should County reasonably determine that Provider has not met the Milestone
Dates established in Section 3(a)(ii),and that County staff's responses to draft
products have been consistent with descriptions in the attached Scope of Work,
County shall notify Provider of the failure to meet the Milestone Date. The
County, at its discretion may provide the Provider seven (7) days to cure the
breach. County may withhold the accompanying payment without penalty unW
such time as Provider cures the breach. In the altemative, upon Provider's failure
to meet any Milestone Date the County may modify the Milestone Date schedule.
Should Provider or its representatives fail to cure the breach within seven (7)
days, or fail to reasonably agree to such modified schedule, County may
immediately terminate this Agreement in writing, without penalty or incurring
further obligation to Provider. This section shall not be interpreted to limit the
definition of breach to the failure to meet Milestone Dates.
4. Duration of Services
a. Term. The term of this Agreement shall be from May 15, 2012 to 7une 30, 2013.
b. Scheduling of Services
i) The Provider shall schedule and perform his activities in a timely manner so as to
meet the Milestone Dates listed in Section 3.
ii) Should the County determine that the Provider is behind schedule, it may require
the Provider to expedite and accelerate his efforts, including providing additional
resources and working oveitime, as necessary, to perform his services in
accordance with the approved project schedule at no additional cost to the
County:
Revised July 2010
4
iii) The Commencement Date for the Provider's Basic Services shall be May 15,
2012.
5. Compensation
a. Compensation for Basic Services. Compensation for Basic Services shall include all
compensation due the Provider from the County for all services under this Agreement
except reunbursable expenses as specified in section 5(c), below. The maximum amount
payable for Basic Services is Ninety Six Thousand Dollars ($96,000). In the event the
amount stated on an invoice is disputed by the County, tlie County may withhold
payment of the amount disputed on an invoice until the parties resolve the dispute.
Payment for Basic Services shall become due and payable in direct proportion to
satisfactory services performed and work accomplished. Payments will be made as
pezcentages of the whole as Project milestones as set out in Section 3(a)(ii) are achieved.
(For example, if there are 10 Project Tasks with Milestone Dates then Provider may
invoice for the first 10% of the whole upon County's acknowledgement of the
satisfactory completion of Task one. Upon the County's acknowledgement that the
second Task has been satisfactorily completed Provider may invoice for the next 10% of
the whole.) Provider may invoice County on a monthly basis for the percent of work
completed on each task, and Client will pay Provider within 30 days of receipt of the
invoice, as long as the work is satisfactorily completed and the amount stated on the
invoice is not disputed.
b. Additional Services. County shall not be responsible for costs related to any services in
addition to the Basic Services performed by Provider unless County requests such
additional services in writing and such additional services are evidenced by a written
amendment to this Agreement.
c. Reimbursable Ex enses Reimbursable expenses are in a.ddition to the fees for Basic
Services and aze for the following expenditures to the extent reasonable and actually
incurred by the Provider with respect to the Project:
i) Actual expenditures for postage, reproductions, photography, and long distance
telephone charges directly attributable to this Proj ect.
ii) The actual cost of reproduction of reports, plans and specifications excluding
documents for exclusive use by the Provider.
iii) The Provider shall not be entitled to any mark-up on actual expenses incurred.
iv) Reimbursable expenses not to exceed Fourteen Thousand Dollars ($14,000) shall be
compensated by the CounTy along with invoices for Basic Services provided by
Provider. Payrnent of Reimbursable Expenses shall be subject to Provider's timely
submission of valid receipts for any such expenses and approval by the County. Any
additional charges not specified herein, must be mutually agreed to in advance by
Counry and Provider and documented in writing with a letter signed by authorized
. representatives for County and Provider and, subject to budgeted funds.
6. Responsibilities of the County
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5
a. COODeration and Coordination. The County has designated the (,leff Thompson) to act
as the County's representative with respect to the Project and shall have the authority to
render decisions within guidelines established by the County Manager and/or the County
Board of Commissioners and shall be available during working hours as often as may be
reasonably required to render decisions and to furnish information.
7. Inse~rance
a. General Requirements. The Provider shall purchase and maintain and shall cause each of
his subcontractors to purchase and maintain, during the period of performance of this
Agreement:
i) Worker's Compensation Insurance for protection from claims under workers' or
workmen's compensation acts;
ii) Comprehensive General Liability Insurance covering claims arising out of or
relating to bodily injury, including bodily injury, sickness, disease or death of any
of the Provider's employees or any other person and to real and personal property
including loss of use resulting thereof;
iii) Comprehensive Automobile Liability Insurance, including hired and non-owned
vehicles, if any, covering personal injury or death, and property damage; and
iv) Professional Liability Insurance, covering personal injury, bodily injury and
property damage and claims arising out of or related to the performance under this
Agreement by the Provider or his agents, Providers and employees.
b. Insurance Ratin~. The minimum insurance rating for any company insuring the Provider
shall be Best's A. If the Provider dces not meet the insurance requirements the County's
Risk Manager must be consulted prior to finalizing this Agreement
c. Limits of Coveraee. Minimum limits of insurance coverage shall be as follows:
INSURANCE DESCRIPTION bIINIMUM REQUIRED COVERAGE
~ Worker's Compensation Limits for Coverage A- Statutory State of N.C.
Coverage B - Employers Liability
$500,000 eaeh accident and policy lunit and disease each
employee
• Commercial General Liability $1,000,000 Each Occurrence; $2,000,000 Aggregate.
• Automobile Liability Combined Single Limit $500,000
• Professional Liability NOTE: Insert coverage limits required by Risk Manaeer if
applicable.
Single Limit $1,000,000, $50,000 Retention
d. Additional Insured. All insurance policies (with the exception of Worker's
Compensation and Professional Liability) requued under this Agreement shall name the
Revised July 2010 5
6
County as an additional insured party. Evidence of such insurance shall be furnished to
the County, together with evidence that each policy provides the County with not less
than thirty (30) days prior written notice of any cancellation, non-renewal or reduction
of coverage.
8. Indemnity
a. Indemnitv. The Provider agrees to defend, indemnify and hold harniless the County
from all loss, liability, claims or expense, including attorney's fees, arising out of or
related to the Project and azising from bodily injury including death or property damage
to any person or persons caused in whole or in pazt by the negligence or misconduct of
the Provider except to the extent same are caused by the negligence or willful
misconduct of the County. It is the intent of this provision to require the Provider to
indemnify the County to the fullest extent permitted under North Carolina law.
9. Amendments to the Agreement
a. Chan~es in Basic Services. Changes in the Basic Services and entitlement to additional
compensation or a change in duration of this Agreement shall be made by a written
Amendment to this Agreement executed by the County and the Provider. The Proyider
shall proceed to perform the Services required by the Amendment only after receiving a
fully executed Amendment from the County.
10. Termination
a. Temunation for Convenience of the Countv. This Agreement may be terminated without
cause by the County and for its convenience upon seven (7) days prior written notice to
the Provider.
b. Other Tertnination. The Provider may temvnate this Agreement based upon the County's
material breach of this Agreement; provided, the County has not taken all reasonable
actions to remedy the breach. The Provider shall give the County seven (7) days' prior
written notice of its intent to terminate this Agreement for cause.
c. Corr-pensation After Termination.
i) In the event of termination, the Provider shall be paid that portion of the fees and
expenses that it has earned to the date of termination, less any costs or expenses
incurred or anticipated to be incurred by the County due to errors or omissions of
the Provider.
ii) Should this Agreement be terminated, the Provider shall deliver to the County
within seven (7) days, at no additional cost, all deliverables including any
electronic data or files relating to the Project.
d. Waiver. The payment of any sums by the County under this Agreement or the failure of
the County to require compliance by the Provider with any provisions of this Agreement
or the waiver by the County of any breach of this Agreement shall not constitute a
Revised July 2010
7
waiver of any claim for damages by the County for any breach of this Agreement or a
waiver of any other required compliance with this Agreement.
11. Additional Prnvisions
a. L'unitation and Assignment, The County and the Provider each bind themselves, their
successors, assigns and legal representatives to the terms of this Agreement. Neither the
County nor the Pro.vider shall assign or transfer its interest in this Agreement~ without the
written consent of the other.
b. Govemin~Law. This Agreement and the duties, responsibilities, obligations and rights
of respective pazties hereunder shall be govemed by the laws of the State of North
Carolina.
c. Disnute Resolution. Any and all suits or actions to enforce, interpret or seek damages
with respect to any provision of, or the performance or non perforn~ance of, this
Agreement shall be brought in the General Court of Justice of North Carolina sitting in
Orange County, North Carolina. It is agreed by the parties that no other court shall have
jurisdiction or venue with respect to such suits or actions. The Parties may agree to
nonbinding mediation of any dispute prior to the bringing of such suit or action.
d. Entire A ment. This Agreement, together with the RFP and its attachments and the
Proposal and its attachments, represents the entire and integrated agreement between the
County and the Provider and supersedes all prior negotiations, representations or
agreements, either written or oral. This Agreement may be amended only by written
instrument signed by both parties. Modifications may be evidenced by facsimile
signatures.
e. Severabilitv. If any provision of this Agreement is held as a matter of law to be
unenforceable, the remainder of this Agreement shall be valid and binding upon the
Parties.
f. Ownershiu of Work Product. Should Provider's performance of this Agreement generate
documents, items or things that are spec~c to this Project such documents, items or
things shall become the property of the County and may be used on any other project
without additional compensation to the Provider. The use of the documents, items or
things by the County or by any person or entity for any purpose other than the Project as
set forth in this Agreement shall be at the full risl~ of the County. However, Provider
shall have the right to utilize such documents in the course of its marketing and
professional presentations.
g. Non-Apuro riation. Provider aclmowledges that County is a governmental entity, and
the validity of this Agreement is based upon the availability of public funding under the
authority of its statutory mandate.
In the event that public funds are unavailable and not appropriated for the performance of
County's obligations under this Agreement, then this Agreement shall automatically
expire without penalty to County immediately upon written notice to Provider of the
unavailability and non-appropriation of public funds. It is expressly agreed that County
Revised July 2010
8
shall not activate this non-appropriation provision for its convenience or to circumvent
the requirements of this Agreement, but only as an emergency fiscal measure during a
substantial ~scal crisis.
In the event of a change in the County's statutory authority, mandate and/or mandated
functions, by state and/or federal legislative or regulatory action, which adversely affects
County's authority to continue its obligations under this Agreement, then this Agreement
shall automatically terminate without penalty to County upon written notice to Provider
of such limitation or change in County's legal authority.
h. Notices. Any notice re~uired by this Agreement shall be in writing and delivered by
certified or registered mail, return receipt requested to the following:
Orange County
Attention: Jeff Thompson
P.O. Box 8181
Hillsborough, NC 27278
Provider's Name & Address
Clarion Associates
101 Mazket Street, Suite D
Chapel Hill, NC 27516
IN WITNFSS WHEREOF, the Parties, by and through their authorized agents, have
hereunder set their hands and seal, all as of the day and year first above written.
ORANGE COUNTY:
By:
Bernadette Pelissier, Chair
Orange County Boazd of Commissioners
Attest:
Donna Baker, Clerk to the Board
[SEAL]
PROVIDER:
CLARIO AS
By: `
Printed Na and Title
instrument has been approved as to technical content.
, Q~l'~
Pamela Jone partment I)irector
T'his instrument has been pre-audited in the manner required by the Local Government Budget
and Fiscal Control Act.
Office of the Finance Director
This instrument has been approved as to form and legal sufficiency.
Revised July 2010 $
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Office of the Counry Attomey
Revised July 2010 g
Scope of Work, Schedule, and Budget
Southem Orange Campus Master Pfan - Clarion Team
Aprii 25, 2012
SC~PE QF ~IV~RK
~r,~1tNN~r ,4 i o
The Scope of Work for this initiative will involve five tasks in Phase 1 to prepare a Master Plan, and a Phase 2
to take an application through the Chapel Hill review and approval process.
Pl~ase 1
Task 1: Project Initiarion and Review of Information. Review the Vision, Objectives, and
Fundamental Principles for this initiative with County staff in order to construct a detailed project
schedu[e and citizen engagement strategy. Assemble and review Orange County's most current
facility, service plans, and related policy plans. Review previously prepazed and approved plans for
this site to determine what informarion needs to be updated. Assemble, review, and summarize
information from related current initiatives, including the Carolina North Development Agreement,
planned transportation improvements, and the Chapel Hill 2020 Comprehensive Plan. Meet with
Chapel Hill Plann.ing Department Staff to confirm process (including submittal requirements and
timelines) for amendment of the approved plans for this site. Review Orange County discussions
regazding facility needs and space planning (from January discussions). Review transportation
conditions and plans for the vicinity of the site, including transit services. Establish staff Project
Team and a Planning CommitSee (to include representatives from Orange County Boazd of
Comm.issioners). Confirm targets for building and facility space for this site.
~ ~•• • • ~ • • ~• . •
CLARION TEkM. , - ; . ~RANGE.COUN7Y STAFF .i. . -
Meeting with Orange County project management team. Initial meeting with consuttant project management team.
Finalize work plan, identify stakeholders, citizen Finalize work plan, identify stakeholders, and collaborate on
engagement strategy. citizen engagement strategy.
Transmit Orange County plans, transportation studies,
Review background information. environmental studies, infrastructure studies, and other County
information retevant to this site and its surroundings, in both
digitat and hard copy format wherever ossible.
Prepare summary of data, regulations, plans, studies, and Gather information, review and comment on summary. ~
conditions.
Prepare series of GIS maps. Assist in gathering GIS layers for mapping.
SCHEDULE .
Completed: 6 weeks after Project Initiation
• Task 2: Concept Plans. Prepare three conceptual plans for additional buildings on this site, with
altemate approaches to building siting, undisturbed areas, parking, wallcways, and connections to off-
site bike and sidewalk network. Prepaze estimates of square footage yields and ti-ansportation
implications of rhe additional buildings and services (s~eets, transit, parking, bike and pedeshian
movements). Include options for park-and-ride facility, coordinating with on-site parldng needs.
Arrange far survey of the site (to be contracted sepazately by Orange County). Descn~be phasing
options, to include consideration of a 25-year buildout, options for building consiruction in the next
five years, consideration of the process for amending the site's Special Use Permit with the Town of
Chapel Hill, and possibilities for immediate work on the site to develop parking and establish building
footprints. Review concepts with staff and Planning Committee. Arrange for presentation to Orange
.R=_= v_ ~ County Board of Commissioners to select referred concept.
._.>.,Ra..,,..._. ...,...~_..,~._......._..>-....,~_~_.,~.....,r.~....-..~>II ..~....e. ..~ ..............~_,,.....,,~K~.r.e~,.........,.
Souih~ri~ Cra~ ae ~ampGS P~aster P!an Page 1
11
Scope of Work, Schedule, and Budget
Southern Orange Campus Master Plan - Clarion Team
April 25, 2012
~ f ' ~
:
CLARION TEAM: ,.
.
ORANGE COUMY STAFF;
Preparation of 3 alternative concepts for development of the site. Review and comment on proposed altematives, and
Describe advantages and disadvantages of each. Prepare discussion of ~'ork with consultant in preparing conceptual ptans.
general transportation impacts of full development of the site. Staff comments to consultant one week after receipt
Prepare phasin o tions. of draft products.
Present conceptr to Orange County Board of Commissioners for review ~ange for logistics and notifications for Board of
and comment. Commissioners meeting. Assist in distributing
materials.
SCHEDULE ..
Completed: 10 weeks after Project tnitiatian
• Task 3: Communitv Outreach. Conduct stakeholder interviews and engage the public in a dialogue
about service needs and county facilities in Southem Orange County, and the possibilities for
additional facilities on this site, including a park-and-ride lot (Citizen engagement strategy
deternuned during Task 1.) Arrange for public review and comment on the selected concept (Public
review plan determined during Task 1.)
. CCARION TEAM: • ~ - .
_. ORANGE COUNTY STAFF: '
Conduct devetopment stakeholder interviews. Arrange logistics for stakeholder interviews.
Conduct Public Information Meeting Arrange logistics for Public Information Meeting.
Prepare Summary Report of Community Input Review and comment on report. Staff comments to consultant one
week after receipt of draft products.
SCHEDULE .
Completed: 14 weeks after Project initiation
• Task 4: Draft Master Plan. Prepare a draft Master Plan for the site, incorporating the findings and
ideas from Tasks 1-3, along with recommended appropriate modifications of the current approved
plans for the property~. Prepaze recommended general Design Guidelines for use in designing sites,
buildings, parking, and walking areas, focusing on energy and fiscal efficiency. . A park-and-ride
facility will be incorporated. The Plan will include conceptual oprions for road improvements in the
azea that may be necessary to support the new facilities. The Plan will include phasing that addresses
long-term buildout (25+ years), short term building possibilities, and 'unmediate site improvements.
The Master Plan will address future development of the site, areas to be preserved, attention to slopes
and stormwater management issues, iransportation improvements that would be needed, and required
infrastructure improvements, identification of impacts on surrounding residential neighborhoods, and
identify areas of environmental sensitivity. The Master Plaa will be accompanied by a narrative
report that summarizes existing conditions, explains the Orange County facility needs that may be
addressed here at the 5outhem Orange Campus. The Master Plan will draw a link between use of the
site, sustainable design principles, infrasiructure needs, and community needs. An accompanying
product will be a set of Design Guidelines for use and reference in subsequent preparation of detailed
~.Far.,..~._.._,..~....._..asit~=p~ans=and•lx~i~dingdr•a~vings as~p~rti~ns.s~the=sits~ec~me~~e(ady.~or dsvslflp~smtF_Td~e.I~es~~a
Saut~~rn Crarc~e Campus ~s~st~r P~an ~~~e 2
~ 12
~ Scope of Wo~lc, Schedule, and Budget
Southem Orange Campus Master Plan - Clarion Team
April 25, 2012
Guidelines for the site will address height, density, massing, public access, and energy conservation
issues both for site and building design. The Plan will include planning-level options for road
improvements, along with intersection, transit, bicycie, and pedestrian improvements in the azea that
may be necessary to support the new facilities. Mobility considerations will include access to future
Carolina North facilities, pedestrian and bicycle access connecting to all surrounding areas, and
accommodataon of h~ansit service. The Draft Master Plan will be presented to the Orange County
Boazd of Commissioners for endorsement.
~~. ,
.
_
:: -
• .
.
.
~
_
,
_ : .
.
.
~:. . -
; ~ ;. CLARION TEAM:` , '
...
.
; :
.
S ,_ ..
-
_ OitANGE GOUNTY STAFF . .: ~
P,repare Draft Master Plan, Phasing Plan, and Design Guidelines. Review drafts with consuttant team. Staff commentr
to consultant one week after receipt of draft
roducts.
Present Draft Master Plan to Orange County Board of Commissioners ~ange for logistics and notifications for Board of
for endorsement. Commissioners meeting. Assist in distributing
materiats.
StHEDULE . - _ _. _. : . . .. .
Completed: 18 weeks after Project Initiation ~
Task 5: Final Master Plan. Upon endorsemeut by the Board of Commissioners, complete the prepara~ion of a
final Master Plan for the site. Identify possibilities for immediate site work to address pazking improvements
and possble preparation of building footprints. Ptepaze a submittal to the Town of Chapel Hill to modify t3ie
existing Special Use Permit for the site. Task 5 will include preparation of materials that will be necessary in
order to submit the proposed Master plan for review and approval by the Town of Chapel Hill_
. .
CLARION TEAM: ORANGE COUNTY STAFF: ' -
Finalize Master Plan and Design Guidelines for review and ~~st in accomplishing final revisions. Staff comments to
approval by Orange County Board of County Commissioners. consultant one week after receipt of draft products. Arrange
for process of taking the Master Plan to the Board of County
Commissioners for review and approval.
Prepare materials to submit to the Town of Chapel Hill for
review and approval following Orange County action. 7ake Work rvith consultant team in presenting Master Plan to
the materials through the process to achieve finat Town appropriate regulatory boards and commissions for approval.
action.
SCHEDULE .. ... ,
Orange County Finat Action and Submittal of Application to Town of Chapel Hitt: 5 months after Project Initiation.
Sr,uthern Orange Cam~~?s t~a~ter P~~n Page 3
13
Scope of Work, Schedule, and Budget
Southern Orange Campus Master Plan - Clarion Team
Aprii 25, 2012
Phase 2
• Submit an appIicarion for a Modification of Special Use Permit for the site to the Town of Chapel
Hill. Meet with Town staff in preliminary sessions, and arrange for presentations.
• Ta1ce the Modification application through the Chapel Hill review and approval process,
including presentation to appropriate boards, commissions, and rhe Town Council, and making
any revisions to the Master Plan that are mandated as a result of that process.
• Timing for regulatory approval by ~e Town of Chapel Hill to be determined by Town schedules:
Project Schedule: The timeline anticipates 5 months from Project Initiation to subniittai of application to the
Town of Chapel Hill. The timeline for a review and approval schedule following submittal subject to Town
procedures is to be determined pending discussions with Town officials. Estimates from the Town range from
9-12 months to gain Snal approvals. '
S~~ii-,e~-r~ ~Jrange CamYus ifast~r P!ar a~ge 4
14
Scope of Work, Schedule, and Budget
Southem Orange Campus Master Plan - Clarion Team
Apri125, 2012
Project Budee~ The project budget for completion of this Clarion proposed Scope of Work for Phase 1 of this
Master Plan initiative is proposed at a not-to-exceed level of $76,000, which includes reimbursable expenses.
Separate from this contract with Clarion will be a contract between Orange County and a surveyor,
independently negotiated and execute~ Estimate of the cost of surveying services for Phase 1 is $11,800 plus
reimblusables. ~
A second budget category, involving obtaining approvals from the Town of Chapel Hill for the Master Plan, is
to be determined with ranges, pending procedural discussions and expectations of Town officials. Town
application fees are estimated to range between $25,000 and $35,000, depending upon the amount of building
space that is proposed. The Clarion team proposes to assist Orange County in moving through the review and
approval process. The budget for Clarion work on Phase 2 is expected to range between $26,000 to $28,000,
depending on the number of ineetings and needed resubmissions. Proposed here is establish a reimbursement
mechanism for time and expenses, with a not-to-exceed maximum of $34,000. Preliminary estimate for this
professional work for Phase 2 including reimbursables: not to exceed $34,000.
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( Task 1:
Project Initiation and Information Review }
1$ 8.000
i
1$ 1,600
~ ~ '
~$ 9,600 1
~
Task 2: ` ~ ; ;
Prepare 3 ConceptPlans ;$ 23,600 i$ 2,000 E$ 25,60Q ~
Task 3: ' ~
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Community Outreach ~$12,000 '$ 1,600 j$13,600 F
~ _
Task 4:
Draft Masber Plan
-
~ $15,600
; $ 2,000 :-
~
;
~ $17,600 ;
i
Task 5: ~ ~ ';
Final Master Plan
~ ~$ 8,800
i ~$ 800 :$ 9,600 ~
~ i
~- -- j ~
~ Total Clarion Team Budget, Phase 1
~ ~$ 68,000 ($ 8,000
~ ;$ 76,000
PHASE 2 ~
I ' i
I Estimated Range of Clarion Team Budget ;$26,000 ;$5,000 ;$31,000
Phase 2
i Notto Exceed: $34,000
~
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~ to
: $28,000
,
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~ $6,000
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S~u~hzrn ~3r~~ g? C~mp~.s rv;astQ; Piar, Pa~e 5
/~~~~ T E715
101 Market Street
Suite D
Chapel Hi11, N.C. 27516
919.967.9188
Fmc 919.967.9077
February 27, 2012
(VIA HAND DELIVER7~
David E. Cannell, Purchasing Agent
Purchasing Division, Orange Cotmty NC
200 South Cameron Street
Hillsborough, NC 27278
(919) 245-2651
c ~. A R ~ o r~
Response to Reqnest for Proposals for Preparation of a Southern Orange Campns Master Plan
(RFP # 5181)
Dear Mr. Cannell,
On behaif of the Clarion Associates team, we are pleased to submit this response to your Request for
Proposals to prepare a Master Plan for the County's Southern Orange Campus.
Clarion Associates will serve as the lead firm and will manage the overall project effort, bringing our
expertise in land use planning, design guidelines and standards, plan implementation, and public participation
strategies. We have joined forces on this effort with an outstanding team of fums and individuals with the
necessary skills and disciplines to meet the challenges of this exciting project Our partners include Corley
Redfoot Architects with extensive sldll and expertise in helping govemments and institutions conshuct
long-range master plans; and Markin/Ale~ou/Bryson for tasks involving transportation and transit planning.
As Project Manager for the consultant team, I will serve as the point of contact between the consultant team
and the County.
We are pleased to be in a position to offer a team of professionals who not only have the skill sets needed for
this initiative, but also have direct experience working with, ixy and around Orange County.
Clarion Associates is one of the most experienced fums in the country on the subject of land use
planning and growth management We are also very local. Our office is in Chapel Hill. We have
worked with Orange County in helping you prepare your current Comprehensive Plan and your
Unified Development Ordinance, aad in helping to construct an Intergovemmental Growth
Management Strategy executed between the County and the Town of Hillsborough. We have
worked with Hillsborough on land use planning and ordiuance writing, and worked with the Town
of Chapel Hill on preparation of five neighborhood plans and an Affordable Housing strategy. Prior
to joining Clarion in 2005, I served as Planning D'uector for the Town of Chapel Hill for two
decades -- preparing and reviewing master plans for sites like this one.
• Corley Redfoot Architects also is based in Orange County, and has a long and impressive ~ack
record of preparing Master Plans for governments and universities, including Orange County and
UNC_ This is one of Orange County's oldest and most prestigious design firms, combining
institutional familiarity with cutting-edge design and master pianning approaches.
Planning and Zoning
Growth Management
Market Analysis
Real Estate Consulting
Sustainability
• Martin/Alexiou Bryson has been the go-to fum for mobility issues in and around Orange Counry. In
addition to the firm's ongoing advocacy of creative solutions to promote multi-modal transportation
opporhinities, M/A/B has developed systems to monitor and evaluate transportation conditions in
Orange County continuously over the last ten years.
16
This group of professionals understands the conditions, character, and values of this community, an
understanding acquired through direct and extensive work here. We aze very familiar with the last Master
- --_ ---. . - - -----_--- .: ------- _.
-" "- Tepared-for~lr's~it~it~i608; aud ~6 e un ci ns we are prou o e eymour enior ~-
Center and the Southem Human Services Center on tbis site and the success of those facilifies. But this
project also needs some "out of the box" thinking, and needs a fresh perspective to a complement the local
lmowledge and experlise. VJe understand the patamount importance of public engagement and building a
broad base of ownership and consensus for the new Master Plan. We understand the importance of drawing
the connections between the unique natural characteristics of this site, the services that Orange County
cutrenfly provides and will provide on this site, transportation and mobility issues, and relatiottship to
adjacent and neazby properties. Key considerations wi1l inciude the interests of nearby residential
neighborhoods, traffic movements on Homestead Road, and the evolution of Carolina North.
Highlights of our team's strengths include the following:
Natianal / North Carolina Experierece Preparing Plans and Implemenfation Sirategies: Team members
have assisted local govemments.throughout North Catolina and the nation in successfulty prepazing plans
and growth management strategies that focus on development opportunities while keeping a close eye on
conservation of existing community character.
Familiarity and Experience Working in and around Orange County: We understand the planning and
development context of Orange County, and are very familiar with this Homestead Road Area. We
understand the cuiture and values of Orange Counry.
Public Pasticipation: Our team members aze highly skilled facilitators, experienced in working with
citizens, staff, and elected officials to gain consensus on issues and developing land use approaches that
represent the values and desires of the community. We understand the need for a robust citizen engagement
process with special outreach to key stakeholder individuals and organizations.
Focus on Susrainability: Clarion is a narional leader in the emerging field of sustainable community
planning practices. Our approach to this effort will include incorporating long-term thinking about the needs
of the futute, focusing on measures that wiIl help this Homestead Road site continue to develop in a
responsible and resilient manner_
Focus on Service Delivery: We understand the challenging fiscal piciure that Orange County and all local
governments are facing, and the need to create cost-efficient service delivery systems to address growing
demands for services. This highly strategic location represents a great opportunity for Orange County to
expand enhance its delivery of needed services to Southem Orange County.
Senior Level Professionals Committed to Projec~ All of our key team members are seasoned professionals
with many years of e~perience in planning, all of whom will be direcUy involved in this project from start to
finish. The workloads of these three firms aze all conducive to an immediate start on this project and
commitment through to timely completion_ We have addressed similaz issues in similat settings, and have
extensive local govemment planning e~cperience. We can bring experience, local knowledge, and value to
this process. At the end of this proposal we offer a summary that highlights the ways in which this team and
this proposal address the criteria identified by the County.
We are excited about the prosgect of this oppommity to work with Otange County and thank you for the
opportunity to submit this response to your Request for Proposals. Please contact us if you have questions
or need fiuther infotmation.
Very t~uly yours,
/~~~ S ~ ~
Roger ~~Valdon, FAICP
Principal, Clazion Associates
17
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p $ C! A R 1 O N
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TABLE QF CONTENTS
1. Executive Summary .................................................................................5
Proj ect Understanding .................................................................................. 5
Team Members, Structure, Organization, and Interaction............ 7
Project Approach ......................................................................._.................... 7
' ' 2. Proj ect Team .................. ....9
........................................................................
3. Consultant Relationship to Staff/Public ........................................11
4. Approach and Methodology ...............................................................12
Task 1: Project Initiation ..........................................._.............................12
Task 2: Assemble Background Information ..........._ ........................13
Task 3: Community Outreach .................................................................14
Task 4: Concept Plans ...................................._............................................15
Task 5: Draft MasCer Plan .........................................................................16
Task 6: Final Master Plan ..........................................................................16
5. RelatedProjectExperience ................................................................18
6. Summary .................................................................................................. 26
APPENDIX
Firm Profiles
Resumes
Southern Oranee Campus Maste~ Plan Page 4
18
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1. EXECUTIVE SUNtMARY
In this Executive Summary we offer discussion of our understanding of this
project, a summary of our proposed organizational structure, and a brief
description of our proposed approach. Details follow in the proposal.
PROJECT UNDERSTANDING
Timing is good for this initiative. The Seymour Senior Center and the Southem
Human Services Center have been highly successful, and have become key
assets to the quality of life in Southern Orange County. Demands for "services
and facilities continue to grow. This site was purchased by the Counry and
developed in two stages so faz, all with the understanding and expectation that
there is room on the site for additional facilities as need and opportunity arise.
With discussions currently focusing on Chagel Hill's future as part of that
community's 2020 Comprehensive Plan, with road improvements to Homestead
Road under construction and being planned, with the University's ongoing
pursuit of development of the adjacent Horace Williams site as Carolina North,
and with discussions about enhanced transit service underway, it is a strategic
time to update the Master Plan for the Southem Orange Campus.
We are very familiaz with tiie planning and visioning
for this site and azeas around it that have taken place so
far. We visited the Chapel Hill Planning Dcpartment to
review the files for this site (including the Special Use
Permit and Master Plan for this site prepazed by Orange
County and approved by the Town in 2005, shown at
Ieft), and subsequent revisions and updates to the
planning for this site (exa,mple, the 2006 Concept Plan
shown on the page to the right).
: We have also reviewed the status of plaaning for
.~ Cazolina North (including review of the Development
~**~- --~ -.-- Agreement that has been executed between Chapel Hili
and the University) which has significant implications
for this Southem Orange County Campus site_ We have been assembling these
pieces as the starting point for preparation of this new Master Plan. _
This pmject will involve a combination of reviewing the County's
facility needs, best practice land development and design
strategies, land use planning, and transportation planning - all
within the context .of important principles of resiliency and
sustainability_ One of the things that this Clarion Team is very
good at is "connecting the dots:' VJe have a multidisciplinary
team that has worked together successfully on other projects. We
can prepare the Master Plan that is needed for this site, with an
understanding of the importance of maintaining the integrity of
existing adjacent areas and coordinating with other dcvelopment
iniriatives. Transitions between residential and non-residential
areas are always critical, and we know how to address that issue.
Sou;hern Orarge Campus hiaster Pian
Paga 5
19
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C L Q R i O N
Southern prange Campus Master Pian Page 6
20
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'~ C L A R 1 A N
-- --~ - -- __ -. , . . _.- - - -
- •~.. ~... -- _~- - --- - - - _ _._--- _- - ---
TEAM MEMBERS, STRUCTURE, ORGANIZATION, AND INTERACTION
Clarion Associates will {ake the overall lead in managing this project for the
consultant team, ~ and take the lead on tasks related to land use planning and
public participation_ Corley Redfoot Architects brings the building and site
design skills. Martin/Alexiou/Bryson will focus on transportation needs and
impacts, and on consideration of creative new transportation approaches for the
area. FuIl descriptions of these fimis and examples of work are included in this
proposal and in tiie appendiz, as are resumes of key team members. On the
County side, we a.uticipate that a staff member will be designated as lead
contact, and that staff resources will be made available for this project with
responsibilities as outlined in our proposed Scope of Work below.
PROJECT APPROACH
We offer in this proposal a Scope of Work that we believe addresses the needs
associated wi#h prepazation of this Master Plan. We are flexible in considerarion
of this Scope, and look forwazd to an opportunity to discuss and refine it with
ttie County. Our current suggestion for a Scope would invoIve seven tasks:
• Task 1: Project Initiation. Review the Vision, Objectives,
aud FundamentaI Principles for this initiative with County
staff in order to construct a detailed project schedule and
citizen enga.gement s~rategy. Assemble and review Orange
County's most current facility and service plans.
Task 2: Assemble Backaround Information. Review
previously prepared and approved plans for this site to
determine what information needs to be upda.ted Assemble,
review, and summarize information from related current
initiatives, including the Carolina North Development
Agreement, planned transportation improvements, Chapel
Hill 2020, and the Orange County Comprehensive Plan.
Meet with Chapel Hill Planning Department Staff to confirm
process (including submittal requirements and timelines) for
amendment of the approved plans for this site.
•~ Task 3: Communitv Outreach. Conduct stakeholder
interviews and engage the public in a dialogue about service
needs and counfy facilities in Southem Orange County, and
the possibilities for additional facilities on this site. (Citizen
engagement strategy determined during Task 1.)
Task 4: Concept Plans. Prepare three conceptual plans for addirional
buildings on fihis site, along with descriptions of possibie County
services thai could populate those new buildings. Prepare estimates of
transportafion implications of the additional buildings and services
(streets, transit, parking, bike and pedestriaa movements). Arrange for
public review and comment on the concepts_ (Public review plan
determined duting Task 1.)
Southern ;rang~ CampUS hiaster Pian p~~~ ~
21
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C L A R 1 O N
Task 5: Draft Master Plan. Prepare a draft Master Pla.n for the site,
incorporating the findings and ideas from Tasks 1-4, along with
recomtnended appropriate modificafions of the current approved plans
for the pro~erty. Prepare recommended Design Guidelines for use in
designing sites, buildings, pazking, and wallong azeas. Include options
for road improvements, along with intersection, transit, bicycle, and
pedestrian improvements in the area, that may be necessary to. support
the new facilities.
Task 6: Final Master Plan. Prepare a final Master Plan for the site.
Upon approval by the Orange Counry Board of Commissioners, prepaze
a sulimittal to the Town of Chapel Hill to modify the existing Special
Use Permit for the site. Take the Modification application through the
Chapel Hill review and approval process, including presentation to
appropriate boards, commissions, and the Town Council, and making
any revisions to the Master Pian that are mandated as a result of that
process.
We outline a Project Appmach in this proposal to achieve these outcomes. We
suggest in our approach that the first step be a Project Initiation meeting to
review the approach in detail, identify stakeholders, and detemvne a specific
project schedule and Public Participation strategy. At this initiation meeting we
also will propose Iogo options for die branding of this project, to help promote
citizen engagement and ownership.
We understand that the timeline for this work is important We have put
together a draft scope of wark and schedule for completion of tasks that wiIl
achieve the outcomes (up to the point of submission of an application to the
Town of Chapel Hill) within eight months of project iniriation.
And, throughout the initiative, extensive and robust citizen engagemenk The
challenge: do what Orange County does best -- involve citizens, stakeholders,
leaders, and designers in fonnulating a Master Plan that (1) meets the County's
needs for facitities; (2) is fiscally and environmentally prudent; and (3) continues
Orange County's tradition of quality and purposeful govemance.
Page 8
Southern Orange Campus Master Pfan
22
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,. ~~ - -- ---- - - -- _
2. PROJECT TEAM
~..~__~._ _
.~ . -~.~_~__. - ~
A brief overview of each fum and its key team members is provided on the
following pages, along with a description of their role on the project team. Full
resumes appeaz in the Appendix.
. _ - - --- ._. ; _ ... .. .- .
.;~ •. . .
. . . anon Assotia#e~-- . : ~, ,.
Project Manager
Ro;er W~1don
;:. ;ProjecE.Assxiates...... .:._...
._ . _. ... : . rs;~ a~~;d ~z,~..,~ . , .
Cortey Redfoot ArcF~itects HlartirtlAlexiou/8ryson
Kert Redfoot . L~de OvercasFt
, . , _..
_._ _ ... . .. . _...~ ..... . . . ... ... ... _. ::. . . , _ Than e~ ~erin . .
Clarion Associates is a na[ional planning and real estate consulting
group with offces in Chapel Hill, Denver, Cincinnati, and Fort Collins.
The unusual combination of expertise in land use and urban planning,
growth management, impact fees, exaction programs, desi~, land use
law, and real estate economics allows creative solurions to difficult land
use, growth management, and design questions. Clarion is particularly
laiown for its expertise in land use and plan implementarion.
Clarion has prepared Master Plans, Comprehensive Plans, Growth
Management Strategies, and Zoning Ordinances throughout North
Carolina and the nation. A particulaz area of focus is emphasis on
principles of sustainability and resiliency. A svmmary of Clarion's
qualifications, expertise, and awards is included in the appendix.
Southern Orar:ge Campus Naster P1~~ p~g~ o
23
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.
~•, ~..•~~•'
Roger Waldon will serve as the lead for Clarion's work, and also serve as project
manager. Roger is a Principal in Clarion's North Carolina office. Recognized by
the American Plaaning Association as "one of the nation's leading planning
practitioners," he served as Planning Director for the Town of Chapel Hill for 21
years, directing the Town's comprehensive planning and growth management
functions. His planning and design background, combined with experience as a
former elected officia1, conhibuted to the success of numerous planning
initiatives, including: preparation and implementation of comprehensive plans,
growth management siaategies, special area studies, transportation plans,
institutio~al partnerships, intergovernmental agreements, and zoning ordinance
updates. He has heiped to develop plans and growth management shategies for
numerous NC municipalities (Chapel Hill, Hillsborough, Wake Forest, Wilson,
Clemmons, Matthews, Waxhaw, Emerald Isle) and NC Counties (Orange,
Iredell, Union, Johnston, Moore, Perquimans). His work in other southeastem
states includes Fredericksburg, Manassas, Hanover County, and Powhatan
County in Virginia, along with Rock Hill and Beaufort County, South Carolina,
'I~pelo and Pascagoula Mississippi, and Brentwood Tennessee. Mr. Waldon is a
member of the College of Fellows of the American Institute of Certified
Planners, and author of Planners and Poli.tics, a book published by the
~ American Planning Association. He is a frequent speaker at sta.te and national
conferences on best planning practices, and has bcen namcd as one of the 25
most influential planners in the fust 50 years of planning in North Cazolina. He
wiIl be assisted in this project by Clarion Associates Leigh Anne King and
Dorothy Ariai1.
Corlev Redfoot Architects is a long-established architectural and design
firm headquartered in Orange Counry, offering arcIutecture, civil
engineering, and construction adminis~ation services. For over 30 years,
Corley Redfoot Archit~ts has been provid'rng design services in the public
realm Clients have included state universities, and governments at the
mvnicipai, county and state levels - including Orange County Govemment
projects such as the Southe.rn Human Services Center and the John M. Link,
Jr. Orange County Government Services Center. Designing in the public
realm is different than working for a private entity in numerous ways_ Public
work requues a much more open, inclusive process throughout the design
process_ It also requires a long-term perspective and an emphasis on using
public funds wisely and efficienfly.
CRA has led master planning efforts on many Iocal public projects including
Chapel Hill's Town Operations Center, Durham Tech's Orange County
Campus and NCSU's Recreational Sports Master Plan. On each of these
projects, input from many different stakeholders was essential to producing a
responsive and effective solution. From elected officials to interested
citizens to neighbors of the site in question, a master pian needs to address
issues at all levels. For many years, CRA has worked in this fashion, being
inclusive of all voices and being responsive to the issues and concerns
provided Public institutions need to build for the long term and be good
stewards of public funds. An effective master plan will provide the
parameters for development into the future while also giving flexibility
should those parameters change over time. CRA has used these basic
principles as the basis of its master planning and design work in the public
realm.
5outherr: Orarge Campus Naster P(an . Page 10
24
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C L A R 1 O Frl
CRA has incotporated sustainability and environmental sensitivity concepts into
every planning and design project it performs. An effective master plan must
consider the programmaric and intangible aspects of a project, but it also must
address the tangible traits of a site, including stormwater management,
orientation to the nahual elements, topography and other natural featvres. Since
master plaas generaIly transform into the built environment, a design team with
planners, engineers and azchitects can effectively pian the functions and
relationships of a program, as well as provide pragnatic direction on its
implementation. Descriptions of CRA's expertise and svmmaries of relevant
successful projects aze included in this proposal.
Ken Redfoot will lead the firm's work on this Master Pian, assisted by architect
David Taylor and engineer Mike Hammersley. Included in Corley RedfooYs
extensive portfolio of successful projects are several key Orange County
facilities: the current Southem Human Services Center on this site, the Cen~al
Oiange Senior Center, and Orange County's main John M. Link, Jr. Government
Services Center.
Martin/Ale~ouBrvson P C fM/A/B1 is a Raleigh-based consulting firm
specializing in h-ansportation planning and traffic engineering, with an emphasis
on multi-modal transportation options. The exceptional~ depth and breadth of
staff experience has eamed M/A/B the opportunity to participate in a variety of
important and innovative projects throughout the state and country. Since its
incepfion, the firm has undertaken more than 500 projects for clients ranging
from state departments of transportation, cities and towns, metropolitan planning
orga.nizations, transiY authorities, developers, archiiects, and muitiple universities
and colleges. A key M/A/B professional on tlus project will be Than Austin,
who~has extensive experience working with Orange County communities and
iJNC. Prior to joining M/A/B, Than was a planner for two cities recognized for
progressive planning and innovative transportation: Chapel Hill, North Carolina
and Davis; Califomia. He is especially interested in helping communities
understand the implications of land use decisions on transportation systems. He
is experienced in. bicycle and pedeshian planning, campus trausportation
planning, preparation of NEPA documentation for major transportation
improvement projecfs, and land development and site plan review. Than is
especially accomplished in a variety of public involvement methods.
3, CONSULTANT RELATl4NSHtP TO STAFF/PUBL[C
- - .~~.y.~.~~~: .~ ~~ .~ _~ ,,. ~.~
This will necessarily be a collaborative project. The worki.ng relationship
between consultant and staff will be interactive and vigorous, with the main
communication going through the project managers on each side. We anticipate
frequent telephone conversarions and meetings. VJe intend to produce a monthly
statUS report on [he project to share with staff and others as appropriate. We are
anticipating that meeting logistics be the responsibility of Orange County staf£
We anticipate working out an artangement for regular posting of products on the
County's website. We look forwatd to talking about logistics for citizen teview
of draft materials. Outreach to citizens, residents, property owners, stakeholders,
Southern C7rar:ce Campus (~aster Plan Page il
25
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and the public at large will be an important part of the project, and we offer ideas
at the end of the "Approach and Methodology" section that follows.
4. APPROACH AND METHODOLOGY
Following is a summary of our team's outline of the work plau appraach. We
offer this approach based upon our experience in preparation of similar plans in
other communities, and our understanding of the objectives of this Southem
Orange Campus Master PIan initiative. We maintain flexibility in offering this
approach, and would be pleased to discuss adjushnents or changes proposed by
County staff. The work plan is followed by a project schedule, which shows
how the project will be completed within an 8-month t~eframe (up to the point
of submittal of application mateciais to the Town of Chapel Hill for review and
approval). The work program consists of six tasks, listed below. We note above
' how this initiative needs to be approached as a collaborative ventute involving
~coordinated work by the consultant teaw and County staf~ Roger Waldon will
serve as project manager, and we expect that approximately 15-20% of his time
will be allocated to this groject for the duration of work We estimate that this
scope of work would involve approximately 700-1300 hours of consultant
professional time, broken out by task as shown below (will vary according to
agreed-upon fmal scope of services).
Tasks 1 and 2 occur at the start of the project Work on Tasks 3-5 move along in
a manner that incorporates public feedback Task 6 follows at the end of the
project, bringing a completed Mastet Plan into and through required ptocesses
for review and approval. Following a description of the individual tasks are
suggestions regarding community involvement strategies.
TASK 1: PROJECT lNITIATION AND CITIZEN ENGAGEMENT STRATEGY
In Task 1 the Clarion team and Oraage County staff will meet to establish the
detailed calendar and scope for the project. A liaison structure to assvre smooth,
day-to-day project management and cdordination will be put in place. This
scope assumes that staff management of the project will consist of a single staff
lead person (a Project Manager) who will be the primary local contact Roger
R7aldon will serve as the primary point of contact for the consultant team.
Orange County staff will transmit to the Clarion Team all relevant background
documents and information for review, including transportation studies,
envuonmental studies, infrastructure studies, related plans and studies, reievant
regulations, and other relevant background studies and information. Copies in
both digital and hard copy fonnat shall be transmitted to Clarion whenever
possible. The Clarion team will work with the County to obta.in GIS datahases.
The consuttant team, worldng with Orange Couaty staff, will review recent and
current County practices for citizen/stakeholder engagement to determine wIuch
of those practices aze appropriate for this projec~ Those practices will then be
supplemented with ideas suggested by Clarion based on past experience (such as
possible keypad polling events, workshops) to construct a Citizen Engagement
Strategy that will be used throughout this process.
tnteractive Meetirsgs
V~'e often use keypad
poll"sng technalogy in
me~[ings ta gain
immeaiate feedhac#c
from atten~'ees. 3h'ss
technique alio~ns us io
quickly get a sense of
:~ova the c~mmunity
.eacts to differenc
cc~ncepts and id:as; and
nrov:des r~a~-time
~•es~onse to mz~tinca
attendees.
Southern Oranee Campus Master Plan Page I2
26
. ~,,
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Preliminary ideas for the Citizen Engagement Strategy: We have mechanisms,
techniques, and technologies that we have used successfully in other
communities, aF-d we will offer some of those ideas during discussions with
County staff during Task 1.
Public engagement needs to continue throughout the project We intend to use
stakeholder interviews, major public events, media releases, and website%mail
distribution of materials. In addition, we intend to suggest use of a keypad
polling technology that we have found to be usefu( and successful in eliciting
public opinion. We look forward to introducing that technology and getting
feedback from staffregazding its possble benefits in Orange County.
We anticipate two major public meetings/events: the first being in the form of a
Public Information Meeting to describe the project and obtain ideas and opinions
about what issues shouid be considered in preparing altemative coacepts for the
site; and a second to ask for comment and feedback on alternative concepts:
Citizen engagement is always importank Communication
and outreach efforts especially need careful attention for
this Master Plan initiative, due to currently-underway
community dialogues about Carolina North unpacts, and
also about a new major residential development being
proposed immediately to the west of this site along
Homestead Road.
FinalIy, protocols will be esta.blished so that the consultant team will prepaze
regular progress reports in a format to be determined There will be regular
communicaYion with the County's project max-ager and the consultant team will
provide work products and status updates as key tasks are completed.
TASK 2: ASSEMBLE BACKGROUND INFORMATION
The Clarion team will review all transmitked background information provided
by the County and other agencies to synthesize a description of e~risting data
sources and policy documents relevant to this site. Deteffiination will be made
So~tners~ Orar.ae Campus Mas~er Pian
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Page 13
27
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regarding information needing to be updated, and what additional information is
needed to prepare this Master Plan.
Existing and recent relevant initiatives will be reviewed to determine what
information from those initiatives needs to be considered in preparation of the
Master Plan for tlris site. Examples of initiatives to be reviewed:
• Cazolina North Proposals and Development Agreement
• Planned transportation improvements and studies
• Chapel Hi112020
• Otange County Comprehensive Plan
• Neatby development proposals under consideration (e.g., the Retreat
residential devclopment proposed along Homestead Road)
A summary matrix will be conshucted that synthesizes and organizes these key
facts and ideas from each initiative_ This summary matrix will serve as a key
, point of reference throughout the Master Plan project.
' ~ 1 f ' f I1 • ~ •
_ ~ k <
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~ ~
C{.ARfON TEAM:
~' ~ ~flI~;4NGE COUMY,ST7~F
Prepare summary of data, regulations, plans, studies, and conditions. Gather information, review and comment on summary.
Prepare Summary Matrix. Review and comment on matrix. ,
Prepare series of GIS maps. Assirt in gathering GIS [ayers for mapping.
..
$CHEDIlIlE . -';' `' . _~'•' , : . .: , M1 .; ; : . " r e
Completed: 2 months after Project Initiation
TASK 3: COMMUNITY OUTREACH
In Task 3, identified stakeholders will be interviewed to gain perspectives on the
site and facilities pmposed for consideration, to clarify opporlunities and
expectations, and to understand constraints. The approaches and techniques to
this eatly community outreach and stakeholder involvement will be detetmined
during Task 1. Interviews will include both intemal stakeholders (County
Departments providing services) and extemal stakeholders (users of County
services and neighbors of the site).
A Public Infoimation Meeting will be scheduled and conducted, with
appropriate notifications and publicity. The purpose will be to explain the
Master Plan initiative and process for constructing a Master Plan, and to hear
from the community what considerarions are most important to have on the table
as work on the Master Plan proceeds.
Southern Oranee Cam~:us F1aster Plan Page 14
28
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.. ~R. ~._ ._,._ _.,._ . __ ...__._ .._..
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TASK 4: CONCEPT PLANS
Based upon the previous plans and visions for development of thTs site, ideas
and concems growing out of the public outreach efforts, and in considerarion of
Orange County's needs for additional facilities in this part of the County,
conceptual development scenarios will be prepared for the site. Three
alternative concepts will be prepared, showing different levels of intensity,
different configurations of buildings, and different parking strategies. Estimates
of likely vehicular traffic impacts of possible developmenf will be prepared,
along with analysis of fi~e possibilities for increased use of public transit, biking,
and walking as modes of transportation. Draft design guidelines will be prepared
for consideration, with ideas for pedestaan-oriented design of buildings and with
principles to be included in siting buildings. Emphasis witl be placed on
resiliency and sustainable design principles. A second Public Information
Meeting will be held to facilitate public review and comment on the alternatives.
~ f /i ~ s s
. _ Cur~ON T~An~.- . - , ; _... ORdrrGE Cdu-rrr STt~F. ` -
`
Preparation of 3 altemative concepts for development of the site
Describe advantages and disadvantages of each. Prepare discussion Review and comment on proposed alternattves, and
of likel trans ortation im acts of full develo ment of the site. work with consuttant in preparing conceptual plans.
Conduct a second Pubtic Event to review alternative concepts and Arrange for logistics and notifications for pu6lic
eticit comments. meeting. Assist in distributing materiak.
-:ScHmui:.e: - -
Completed: 5 months after Project Initiation
South=rn drarge CampLS hias~~r Flan Page i5
29
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TASK 5: DRAFT MASTER PLAN
c~ s R~ o N
Task 5 focuses on prepatation of a draR Master Plan for the site, incorporating
the findings and ideas from Tasks 1-4, along with recommended appropriate
modifications of the current approved plans for the property. The Plan wiil
address parking issues (number and placement of pazking spaces) and
pedestrian/bicycle circuZation issues. The Master Plan will address futiue
development of the site, areas to be preserved, attenrion to slopes and
stormwater management issues, transportation improvements tfiat would be
needed, and required infiastructure improvements. neighborhoods) and also
azeas of environmental sensitivity. The Master Plan will be accompanied by a
narrative report that summarizes existing conditions, explains the Orange
__ County facility needs would be addressed here at the Southem Orange Campus.
The Master Plan will draw a link between use of the site, sustainable design
principles, infrash~ucture needs, and community needs.
An accompanying product will be a set of Design Guidelines for use and
reference in subsequent preparation of detailed site plans and buiiding drawings
as portions of the site become ready for developmenk The Design Guidelines for
the site will address height, density, massing, public access, and energy
conservation.issues both for site and building design.
The Plan wili include options for road improvements, along with intersection,
tra.nsit, bicycle, and pedestrian improvements in the azea tl~at may be necessary
to support the new facilities. Mobility considerations will inciude access to
future Carolina North facilities, pedestrian access connecting to a11 surrounding
areas, and accommodation of transit service.
~'~ 1
Y - : GCARION TEA,M: ~; 1 !f s • r
=r OR:4h~GE~C•OU-~TY ST~ *
Analyze existing conditions and present alternative infrastructure
configurations for consideration. Provide information and review possible alternatives
with consultant team.
Prepare a report summarizing findings and potentia( approaches. Review and comment on report.
.. .. .r ,., ,
:Sr~~u~ ~ :~."~ ._k . ~.." . . ~''_~' .. ~-'~:.: . . ~.:~ .:..~~. ~ Y:::: ..
. ~..:-. '
Completed: 6 months after Project Initiation
TASK 6: FINAL MASTER PLAN
Task 6 pulls together a11 the informarion and work products from Tasks 1-5 for
the purpose of constructing a Final Master Plan and a recommended set of
Design Guidelines for the Southem Orange Campus site. Upon approval of a
Master Plan by the Orange County Boazd of Commissioners, the consultant will
prepaze a submittai to the Town of Chap~l Hill to modify the existing Special
Use Permit for the site. The consultant team and staff will work to take the
Modificarion application through the Chapel Hill review and approval process,
5outhern Orarge Camp~s Maste~ Plan pago ~~
30
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__ _ _. .. ---.._..
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including presentarion to appropriate boazds, commissions, and the Town
Council, and making revisions to the Master Plan that are mandated as a result of
that process. Task 6 will include prepatation of materiaLs that wi11 be necessary
in order to submit the proposed Master plan far review and approval by the
Town of Chapel Hill. (T6is team is particularly weli suited for this submittal-
review-approval process, having successfully brought numerous projects
through Chapel Hill's review and approval process.)
~ ~ ~~ i f •
. ..... . . _ :
-..,. . . ,._ -..' '-. : .., ~-
CLARiON TEM{: - _ ... _ . ..
.;; . _ . .•~ :_.
. r .: QRANGE.COUkTY ~TAFF:- -
Finalize Master Plan and Design Guidelines for review and action by '~~~ ~n accomplishing finat revisions. Arrange for.
Orange County Board of County Commissioners. process of taking the Master Plan to the Board of
County Commissioners for review and action> ~
Prepare materials to submit to the Town of Chapel Hill for review
and approvat following Orange County action. Take the materials WO~ ~'`'~th consuitant team in presenting Master Plan
through the process to achieve final Town action. to appropriate regulatory boards and commissions for
approvaL
`ScH~u~ -- " ~ - s - -
"' ' i:; _; :; , ~ `r.
`
,
Orange County Finat Action and Submittal of Applicat~on to Town
of Chapel
Hill. 8 months after Project Initiation
Timing for regulatory approval by the Town of Chapel Hill to be determined by Town schedules.
Southern t?rarge Carr,p~s Master r~l~n Page 17
31
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C L A R 1 O N
5. RELATED EXPERIENCE
M4Y - - _
We are particularly proud of the Master Plan design work that Corley Redfoot
Architects has accomplished over the last decade, for clients and initiatives that
have considerable similarity to this Southern Orange Campus Master Plan
initiative. We present here a summary of some of these projects.
NCSLJ Masta Plmning Session
s~c cn~a x~u ~gn s~a,~i
MASTER PLANNING EXPERIENCE
Corley Redfoot Architects has provided master planning
services for a variety of clients in the Iocal area_ Each of
these proj~ts involves the depiction of a future vision.
Whether the vision relates to a specific govemmental
department or university activity or endeavor, there ate
several principles which guide our planning work.
First and foremost, we listen to our client and the various
stakeholders. We never engage the project with an
assumed solution, as every vision •is different just like every
communiry or institution is different Each client comes to
us with a set of standards and expeetations that must be met
or ezceeded if the master planning process is to be
successful. One case in point is Orange County's
overarching goal to be sustainable in its development,
which leads me to my next point
CRA has incorporated sustainability and environmentat
sensitivity concepts into every planning and design project
we perform. An effective master plan must consider the
programmatic and intangible aspects of a project, but it
must also address the tangible traits of a site, including
stormwater management, orientarion to the natural
elements, topography and other nat~ual features. Since
master plans generally transform into the built
environmen~ a design team with planners, engineers and
architects can effectively plan the functions and
relationships of a program, as well as provide pragmaiic
direction on its implementation on the ground.
Finally, CRA understands the Orange County and Chapel
Hill development review processes. We are familiar with
the issues that are important to the community and the
pianning procedures. We have the experience to provide a
successful master planning process.
su~~snab~sty r~;~
Southerrt Qrange Campus IHaster Pian Page 18
Rashkis ElcmenFary Schoo(
32
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CLatham County Jusfice Cente.r
C L A R 1 t'~ N
PUBLIC PROJECTS
For over 30 years, Corley Redfoot Architects has been
providing design services in the public realm. Our clients
have included govemments at the municipal, county and
state levels, as well as a majority of state universities, and
specifically the Orange County Government.
Designing in the public realm is different tha.n working for
a private entity in numerous ways. Public work requires a
much more open, inclusive process throughout the design
process. It also requires a long-tean perspeciive and an
emphasis on using the public funds wisely and efficiently.
CRA has Ied master pla.nning efforts on many local public
projects including Chapel Hill's Town Operations Center,
Durham Tech's Orange County Campus a,nd NCSU's
Recreaxional Sports Master Plan. On each of these
projects, input from many different stakeholders was
essential to producing a responsive and effective solution.
From elected officials to interested citizens to neighbors of
the site in question, a master plan needs to address issues at
all levels. For ma,ny years, CRA has wor~ed in this
fashion, being inclusive of all voices and being responsive
to the issues and concerns provided.
Public institutions should build for the long ~term a.nd
should be good stewards of public fiznds. An effective
master plan will provide the parameters for development
into the fuiure while also giving flexibility should those
parameters change over time. CRA has used these basic
tenants as the basis of its master planning and design work
for the public realm.
Southern Qr-ance Campus i~as=ier Pian Pa~e ia
Du~sm T~k Orange County Campus
Ornnge County Justice Expansion
Chapel Hill Toavn Opecations Center
33
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C L A R t O N
T~~~ £~p~~~i~n~ ~e~t~r l~~t~r P~~~ ~
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>~
'~'~e ~~~1 ~11 `I`€~~t f~~r~~~~. ~ntc:rk rn~st~r ~[~n~,
c~i~d and c~ons~ru~cf ~ar the Ta~.urt o~ ~}~age[ Hi~l,
~~~ece{y x~.l~t~s ~ci ea~st~li~ate~ ~any t~ ~ctio~s
o~ate, an ~8-~cr~ caan~us tocat~d ~r€~th t~f ~~ t~a~. 7"~e
el~ign s~rc~'i~~:5 p6~~tic~1 ~~ ~,'ftA ~~1ltd~s t~.tttsl~:1` p1~5flu~~;i
tr~r~ ~c'iginees`ufg, s:tat~evater ~ci ei~ion t~oi~ts si~ :~rl
brxi~d':n~ ~, c~3t ~,~timatir 3~d ass~ct~e throu~ th~
~ro~a~l prac~~~, Th~ l~~=~{~~l sq;~are foot c~t~x hn~es
th~e To~vn's '~'ranspcxrtA~ion and ~u~bl~c '~4'ar~rs ~7~~rcm~cs
~1. iii~litdts ~ot~ i~~ii~ ~uil~iit~s ~riiti ~i~~si d~u~i3uiit~i~.
~II~ ~}TC` Oll~f Q~ ~)E ~F4J~C~~ t~ C1V~:Te3i~Il71Ea ~€10~5 ~ ~l~
pl~.~ia~~, ~~~ a~n.d ~~nactit~~ e~~ s~~a~I~
d~~~e~~p~~~~at, eas~iro~s~i~tal se~sitivit~- a~d ~~1 }~r~d~nce.
~ t~#atcrisl ~St~g~ A~c~ ~ FuC~li~ ~tvi'r,s a~~istrati~
~ F~a36n~ ~~d Tn~t'tb'~6 Arca ~6 Fs~eli~~ ~d ~us W,u~. ~
~ P~?~ti~ R'~t~ F~]d E~~ons ~ T~i~ ~4c~i~t~it~ti~~,
~ ~u~tic 4'~or1-~ Fi~et ~~:ua~t~ac ~~4~.~ ~ ~.c t~~5t~~
Southern Orange Camp~s i~'laster Plan Page ZO ,
34
.~
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OIympic Sports Facility Master Plan
East Carolina University, Greenville, North Carolina
' " ~` ~ ` ~ " In 2008, Corley Redfoot Architects
~~. r„ .. ~ . . ... .k `1
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_, ~•, .'~'.~~ ~ , ~~ '~ ; , •. ~ ~-`'; "' assisted East CaroIina University in the
n ~'~S'.~'.~ ~~;1 i : . t
~ ~,p•~. ~%~c'~mv,"oc . creatian of a Master Plan for their
y~` ~Y ~ ` ~Tf ~~»-~ ~ , ~
' Olympic AthleGcs Programs. As a
~~ ~~~ ~wrc~~ ~ ~~~ ~ ~ .
1i11t ~m ms '~~ ~~~ ~~~ ~„+~ s ;,~ ~~ -` resuit' of the Master Plan, a multi phased
]~ _ ,~' "~ ~ ~,- . . ~, ~ c~. zZ.: x . ~ ~+ ~ t .
. ~, , ~ ~-~ ~~, ~.... T Y.%~s ~' . capital program is being implemented.
---K.:~ ' ~~,~--,~~ • '~`- _~ - ~ ' The following facilities are com lete or
; t -~ ti:._ .~~ ~~ ~x ., ;t P
+o~mawel ~~~" -~~'_ ~~ '=~ ~ ' under con.skuction:
m~ i~ '~ 4~,r.~~ ~~ • O Softball Stadium
~.~ t "~ .~
~ ~i ~ "^~'' -~ .~~ 3~ ;-
' ~ +~~.'~ ~ ~ ~.,.,~ ~ p4'~
:. ~ `~ ~ '' "~~ ~~" } O2 Soccer Stadium
- ~,~« -~ ~ ~ ,
s ..~...` '~. ~- ~ . ~ i~t~R{ua3~o ~ } {
~~ ~ ~ .~~ ~'~ ~.` ~ ~ , ; : 3~ Track and Field Complez
~. h. S -°4 ~ ~ 4 'tOY,li4
~~ ~~ ~ ~~~~~~~ ~~}m~~ .
~'~ '~`-- , ~ ~ ~ ~ ; ~, ` O Atliletic Maintenance Facility
' ~,---.:- -,.~z,s.. ~..
-~ ~ .
- #f .i~ "~,°~"~:" --'=' ' SO Team Building
•:,~. _ ,ueus~a+cnram=% r ~ '`- 4Tt. -.V s;- "~ow~d~-.va.:-~- . ..: : _ v..
_. . . ~ ~:~..- : ~ ; . ~, - . .. - : ~. _, ~ O6 ParkingwithUndergroundStormSystem
Southern Orance Campus Mas*.er ?tan paae zx
35
e.~•as • c•~.
` ° C i. A R f O N
~-~~ ~.....•.
In close collaboration with Hastings + Chivetta
Architects, we developed a master plan for recreational
sports at North Cazolina State. The client groups
included Physical Education, Campus Recreation,
Student Affairs, Club and Intramural Sports. The result
was a comprehensive plan including an 80,OOOsf satellite
recreafion center on Centennial Campus, a phased
redevelopment of the 363,OOOsf existing recreation
center on main campus and a new aquatic center.
Southern Orance Camp~s Master Pl~n Page 22 ~
c
1
North Carolina State University
Raleigh, North Carolina
Project Team
Architec~ Corley Redfoot Archilects, Inc.
Programmfng Consnltant: $raiLcfard and Duniavey ~
Recrestion Consulhnt Aasangs ~ Chivetta Architecm
36
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L t~t R 1 O E~1
With respect to transportation planning, emphasis on multi-modal
systems, and attention to realistic traffic impact assessment, we are proud
to have Martin/AlexiouBryson as a key member of this.consultant team.
M/A/B aLso has a wealth of experience and success to bring to this
project, as highlighted below.
Refe~ant Project Experience
M/A/B has worked with more than 50 universities and colleges across
the nation on transportation plans, campus master plans, par]cing studies,
and other transportation and traffic studies. Our emphasis always is on
creating a pieasing and safe pedestrian environment, and accommoda.ting
growth wh.ile mini,,,;,;,,g p~~g needs and traffic. Specific studies can
include pedestrian circulation and safety, parking, accessibility, internal
circulation, traffic congestion and impacts, transit, bicycle movemen.t,
and iravel demand managemen~ Our extensive master planning
e~erience has provided us with a unique understanding and approach to
campus traasportation systems.
M/A/B is very ski~led in the areas of traffic impact analyses, traffic
assessments, transportation management plans, roadway design, signal
design, and access management for master planning projects. We
understand the importance of anticipating demands on the transportation
network and to mitigate any negative operational irnpacts of proposed
developments. Using industry standard analysis techniques, M/A/B can
determine the micro and macro level effects of travel patterns and can
therefore identify appropriate mitigations. Each project is unique and
combines several individualized transportation challenges. These
typically in~olve accessibili#y, internal circulation, traffic congestion,
traffic impacts, signal warrants, signal design, pedestrian safety, parking,
transit, bicycle movement, financing, local and regional transportation
issues.
tVfapie Commerce Park T[A
Currituck County, North Carolina
Client Reference: Ben Woody- (252) 232-6029
M/A/B staff participated in the master planning and
community chazrette process for the Maple Park Site and
then conducted a two-phase Traffic Impact Analysis
(TIA) to analyze the impacts of uttimate plan along US
Southem ~rar:ge Campus Master Pian Aage 23
37
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C L A R 1 O N
258 in C~mtuck, NC. Phase I includes an Aviation School, soccer fields,
commerce pazk, YMCA with a senior center, and existing facilities such
as NC Cooperative Extension Service's Buildi.ng, Central Elementary
School, and the Currituck Head Start Center. Phase II includes
expanding the commerce pazk, constructing new facilities for the
C~uiztuck County Animai Center, and relocating Maple Pazk including
baseball fields, softball fields, skate park, and equestrian trails. Phase II
will aLso ciose Airport Road resulting in the rerouting of traffic and/or
relocation of existing facilities on Auport Road including the G~rtituck
Landfill Transfer Station and NC Forestry Service County Headquarters.
Traffic analyses and simulation modeling were performed for both
Phases of development and recommendations to accommodate the
forecasted traffc intemal to the site, including a roundabout, and along
US 258 were provided. ~
Marris Grave Elementary Schaal Traf~ic tmpact Analysis and Roundabout ~esign
Chapel Hi(! - Carrboro City Schoats J Carrboro, North Carolina
Client Reference: Bill Mullin -(919) 967-8211, ext 28221
On beha.lf of Chapel Hill - Cazrboro City Schools, M/A/B prepared a TIA
for the newly constructed Morris Grove Elementary School and future
Middle School #6 proposed along Eubanks Road in northern Carrboro.
Based on a request by the Town of Carrboro, four build-out scenarios
were analyzed to evaluate the individual impact of the elementary and
middie schools as well as the potential traffic benefit of building a future
connector road through the schooi site. The recommended intersection
treatrnent was a singie-lane roundabout for the intersection of the future
connector road and Eubanks Road to provide superlative ~affic
operations and to control ttavel speeds near the school site on Eubankc
Road. Traffic simulation was performed utilizing VISSIM ~soflware to
modei future traffic conditions with the schools in place and traffic
diversion due to the connector roadway, while also accommodating
significant truck traffc along Eubanks Road. M/A/B provided the
functional design for the rounda.bout, including critical elements such as
the inscribed diameter, lane widths sidewalk locations, bike lane
treahnents,
splitter
islands,
and apron
design.
Page 24
Southern Orange Campus Master Plan
38
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C L A R 1 O N
I~9ar`n Streefi Properties { Car~bora, ~(s~rth C~roirna
Client Reference: Laura Van Sant -(919) 656-5970
M/A/B performed a traffic study for a 400,000 sqnare
foot redevelopment project in downtown Carrboro. The
naixed-use project consisted of office, residential, retail,
aad an art museum. Anticipated trips generated by the
site were dishibuted to the surrounding street system
and geometric, signalization, and pedestrian safety
measures were recommended in conjunction with the
new developmen~.
V~fest lVfain Stfeet Road Diet and Pavsrt~ent i~9arkir€g Stuc~y
ar~d Qak-Popiar ~ieighbvrh~vd Traffic Circulatic~~ Stutiy .
ToNrn af Carrbcro, Edoeti~ Caralina
Client Reference: Jeff Brubaker -(919) 918-7329
The West Main Street Road Diet and Pavement Marlang Study and Oak-
Poplar Neighborhood Traffic
Circulation Study was a two-part project
exam;n;ng ~e feasibility of a road diet
application on a section of West Main
Street in Carrboro, NC and a
transportation study for the adjacent
Oak-Poplar neighborhood. The road
diet study consisted of tra~ic and level
of service assessment; feasibility, need,
and impact analysis; and a draft
pavement marldng plan for the proposed
road diet treatment. The neighborhood
traffic circulation study identified
e~usting and projected multimodal
transportahon conce~ns in the adjacent Oak-Poplar neighborhood,
including any impacts from the road diet The two studies were joinfly
conducted and involved multiple public meetings includi.ng a
neighborhood walk with residents to identify specific concems and
issues. The draft road diet pavement marking plan will be presented to
NCDOT for pro,}ect approval, to be completed after the next resurfacing,
and the neighborhood iraffic study identified a number of issues for more
in depth study to improve mobility and . access for the Oak-Poplar
neighborhood.
Sautnem (}rar:ge Campus rvta~er Pia~
Page 25
39
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Wake Med
Duke Realty f Raleigh, North Carolina
Client Reference: Jeremy Fortier -(31'n 808-6431
M/A/B completed a TIA and signal watrant
analysis for the redevelopment of a site along
Sunnybrook Road neaz New Bern Avenue. The
redevelopment will consist of 153,200 square feet
of inedical office space, built in two phases. The
analysis incorporated improvements at an adjacent
intersection of Calumet Drive that had been a•
safety concern for the City of Raleigh and
NCDOT. Additional off -site improvements
included re-striping the Sunnybrook Road
approach at New Bem Avenue and signal and electrical plans for the
intersection to accommoda.te these improvements. A iraffic signal is
desired at the intersection of Sunnybrook Road and the Main Entrance to
accommodate the site traffic, pedestrian traffic, and re-routed traffic from
the improvements at the upstream Calumet Drive access restriction.
Therefore, a signal warrant analysis was submitted to the City of Ra.leigh
and negotiations are currently underway to incorporate the signal into the
plans for the WakeMed site.
6. SUIIAMARY ~
We believe that our team has the skill sets, local knowledge, and aational
experience needed for this Southem Orange Campus Master Plan. Here are our
thoughts on how we measure up, organized according to the selection criteria
listed in the Request for Proposals:
1. Depth of Egperience: There are a number of distinct skill sets needed
for this project: land planning; site design; transportation engineering;
infrastructure design; urban design; zoning and regulatory analysis;
citizen engagement; and consensus-building. We have a team that has
extensive experience in every area mentioned
2_ Demonstrated Success: This proposal lists highlights of the successes
of these. fums in working with local governments on similar projects.
We have worked extensively in North Carolina and within Orange
County, and have completed projects of consistently high quality.
3. Qualifications of Individnals: This team is full of experienced,
seasoned, smart, creative, dedicated professionals. We subscribe to the
highest expecta.tions for best-practices planning applications, and look
forwazd to working on this initiative
Southarn flrange Campus t~~laster Plan Page L5
40
e ~• .
c x V 6 ~ ~ ^ ~ ~
_..._._. _ ..__._. _ •.~ e.~ ~T-=~ --... .. ---- ' ---- - ' -
4. Relevant Govemmental Ezperience: Local governments and public
institutions are our main clients, and most of those are in North
Cazoiina. All three of the team's fums are Iocal, have worked in and
azound Orange County, and laiow the culture of this community.
5. Capacity and Workload: As noted in our cover letter, we are ready to
go. All three fums have projects that are coming to completion this
spring, and are in positions to devote all the needed time and attention
and more to this pmject
6. Relevant Response to ProposaI: We believe that we have assembled a
team that is ~xactly tailored to the needs of this project, verified with
success in direcfly related settings. And we hope you will see evidence
of our writing skills and organization in reading this proposal.
7. References: We ettcourage you to contact the local governments with
whom we have worked. One of our best references is Orange County,
and we are proud of our past work in pursuit of community
enhancement in this Colmty.
8_ What distingaishes this proposal from the rest? Two things taken in
combination distinguish this proposal, we believed: {1) G~tting-edge
national experience with best planning practices, particularly with
respect to advocacy of sustainability and resiliency principles; and (2)
Extensive and complete familiarity with Orange County because of
work on other projects in and arovnd the County.
9_ Proposed Approach: Our approach has been proven over and over to
be successful. We especially highlight our work in engaging
communities in thoughtful and productive public dialogue.
10. Availability: Timing is good. Many of our current projects are
crossing the finish line in Mazch-April, and we are ready to devote the
needed attention to this Southem Orange Campus Master Plan
immediately.
We hope you agree that this team is a good fit for the County's needs to create
this Master Plan. Following, in the appendix, are firm descriptions and resumes
of key team members.
We look forward to the opporiunity to discuss these ideas with you. Thank you
for your consideration.
Sauthem Gran,e Campus i~raster PEan Page 27
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~ n~ ~h a pe I
H i I I~ ~larion Associates is a national land use-consulting firrn with offices in Chapel
- , , Hill,: North Corolina; D.enver. and Fort Collins; Colorado; and affiliate off'ices
" .. . ~ in Chicago; Pbiladelphia, ond Cincinndti:'- Our unusual combination of tal-
: ~` ' ents, in land:use. and urban pldnning, growth management strategies, devel-
'
p
o ment co~es desi n{ancl vse.law and'_real estate economics a(lows us to
,. 9 , ,
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- develop creative solufions to di{ficult (and use and design questions. Clarion
_ - ~.is porficulacly known~or rts_;expert~se in Iqnd use and
lan im
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p
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- firm has rep~~sented both public and p~ivate sector clients on a voriety of land-
~_._T ;= use pianning_and zoning maHers lts pnncippls have written plans and drafted
..
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` developmen_f codes; other_regu~ations and design standards throughout the
~
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_ Dev_elnpment codes..::.-.:
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" . _ :.. , De - devel p e t~ons;
sign standard.s. and o m nt regula '
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i oric Preservafiion
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•`Developmenfi Financing;
- . _ _~ _ Downtowrr plans and strategies;
_ - . - . . - -_Citizen participation strategies; and
~:. ;'
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': Irriplementation strategies.
~
_ ;~ . Clarion is particularly known for our expertise in:
- . Zoning
; - -: Clarion Associates has represented public sector clients on a variety of desi
n
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guidelines, standards, ordinances, and regulations throughout the United
_~ `. - -_ States, with particular emphasis on historic preservation, development financ-
_. ing, design standards, natural resource protection
and both downtown and
` ~ ,
" suburban z ni t
a 'ng sys ems. .
-= _ - ~: ~:. _ _
_ -
Planning
-_ . With our multi-disciplinary team and broad experience, comprehensive plan-
'' ning is one of our specialties. C{arion offers a wide variety of planning services,
` ` `` induding community/comprehensive p(anning, regional planning and growth
• _ ~ ~ management, environmental protection and open space planning, urban re-
' ` ' newal and development, and international development.
_ Development Economics
~ `.' ~ r; . Clarion specializes in advising public sector clients on the economics and fis-
- _
,
, . col impacts of development proposals, incentives needed to encourage devel-
_ ~, :. .
_
o ment and other as ects of
p , p project feasibility. We have analyzed ihe
_ -. ." economics of numerous types of real estafie development in both urban and
: _ - ~ rural contexts and fihe impacFs of proposed plans and cost recovery systems on
, : , , different.forms of deveiopment. -
43
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S~u~h~~st~~ Ex~eri~nc~
Clarion Associates has extensive experience working with communities in the southeastern
United States. From Northern Virginta to the Florida Keys, and from the South Carolina coast to
Mississippi, Clarion has assisted over 100 local government clients in the southeast with
their land use planning and implementation needs.
44
.
~ - s e ~- -
----- . ._.._. __-_- -_ - -- ._. _. . _ -_ ---_-_- - --
-- ~ --- . ~~~ j~ - ~'~~ ~~~~~~t~ ~
The Chapel Hill office provides a unique blend of pfanning and impl.errientation experience. Collecfiively
Clarion's two principals and three associates in Chapef Hill have over 60 years of experience working
with communities on land use planning and zoning.:solutions. :Bringing together both publlc planning
and: ~:egal leadership experience, the Chapel Hill office assists=ifs c~ienfis: in developing comprehensive
` plans, ~rowth._strategies, development codes, im.pact fee programs, affordable housing strategies and
_many other im:plementation strategies that.address a wid..e array of rssu~s. including rural preservation,
neighbo~~oDC~ :conservdtion, improvement of design qualrty, resource protection, balancing residential
a~d comrri~rcial developrr~en#, affordable workforce hous~ng, ~ind~prn.yision of public services.
_ _ - _ .~ Ciuig Richardson`is a~planner, lawyer; and Vice President of Clarion. He is Di-
- _ ~.. rector of tlie firm's North Carolina ofFice. Mr. Richardson has consulted with
_ over 100 local governmentclients..in a number of states throughout the coun-
-~~~ t on the re aration of develo ment codes rowth mana ement strate ies
-~~ rY P P P , 9 9 9~ ,
~ ~; adequate publicfaeilify regulations,_Empact#ees, and workforce housing plans
:`~~ : and regulations. l~e has` a strorrg: record,:of success in leading code revi-
-- ~ sion projects; growth rimanagement=strafiegies; and other plan implementation
~, ~ -~~ x ~ ' ;
.~, ~:~ `-. }'. efEorts; Recent code projects include:.Rock Hill, SC; Porfsmouth, VA;
- ~ ""~ `~ IVlooresville NC- St: Lucie Coun _FC Falls"Gliurch VA• Foll Beach SC• and
, ~ ~4 , . , Y , ,
- Teton County, V~:: Recent:growfh m~anagement efforts include leading the
~ firm's preparafion..:of the Soufh Beaufort County Regional Plan (selected the
. '~ ~ Outstanding Mulfi=Jurisdictionnl R(an::by. SCAPA); designing the plan confor-
mance flnd projects of regional si jnificance p.rocess for the Southern Nevada
_ --'~~~" Regional.Plan (which won the DeBoer Award for Planning Excellence); and
' _ leading the public facilities and cost of growth components of the Wake Counfy
,. , .... ,.
~ GrowtkManagemenf Strategy. In addition, Mr. Richardson has consulted with
. nurrierous local govemments in 12 states in the design, implementotion, and
= defense o{ over 100 impact fee programs, and recently leod efForts in the de-
_. sign and implementation of workforce housing strategies in Jackson/Teton
- - _~ .. ,County, WY; Aspen/Pitkin County, CO; Islamorada, FL (the Florida Keys) and
- `: Lee .County, FL. He is a frequent speaker at planning conferences and has
- wr'itten on a.number of plan implementotion issues. He serves on the faculty for
_ - `' ~4PA's nati~nal Zoning Clinic.
_ . `~2oger WaldonrFAICP, is a Principal in Garion's North Carolina office. He
served as P(annin.g Director for the Town of Chopel Hil{ for 21 years, directing
the~'Town`s compi'ehensive planning, and development review functions. His
p[anning:and i~esign.background, combined with experience as a former
elected~official, contributed to fhe suecess:of numerous planning initiatives,
includ.'ing; ,~implementafion of comprehensive plans, special area studies,
• neighborhood plans,. and design_guidelines: He has prepared growth man-
agement sfrategies foc Fiillsborougli~ NC; Rock Hill and Beaufort Couniy, SC,
~ and Hanover County, VA. He hds developed neighborhood plans in Chape{
Nill and Wake Forest, NC, and comprehensive plan updates in Fredericksburg,
VA, Br.entwood, TN, Union County, NC. and Tupelo, MS. Mr. Waldon is a mem-
6er:of the Col(ege of Fellows of the American Institute of Certified Planners, ond
~ _ autho:r. of. Plann`ers dnd Politics; a. book rerehtly published by the American
Planning Associati'on.
45
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Chad Meadows, AICP, is a Senior Associate and planner in Clarion's North .~~~~:~~~ " '
Carolina office_ He has more fihon ten years of practical experience, primarily ~'~ i
,~-~~ ;
in fihe areas of planning, zoning, and growth management. Prior to joining " - ;
Clarion, Mr. Meadows oversaw the Land Development Ordinance Update in -~ ~~~ ;~: !
Cary, North Carolina, and worked on growth management issues in the Florida _ _;_5-';. ~~~-~ n ~
.~
Keys. He has worked on development codes and design sfiandards forthe firm ~`: .,~: :~°~~ i
~~-~~~
in several communities along the easfiem seaboard, induding Rock Hill, $C; , ~_
Portsmouth, VA; Fronklin, TN; Falls Church, VA; Alachua, .FL; and Miami ~~°' ~.s~r~-~~~~~~
Beach, FL, He serves os one of the primory authors for the zoning ordinance =~' L~:~ ~-~µ~~~
updates being com.pleted by Clarion in Mooresville; NC; and Folly Be6ch, SC. ~ ~,~`~~~~.
~yf k .
Mr. Meadows is on immed~ate past.Chair of the Raleigh,~~lQttl~ Carolma Ap- ~~_
pearance Commission, and is deeply involved with th~ im~(~em~ntati~ of fihe . ,~~, ,~~~~.'~~.~, ~
' ~` ~ ' ~~ ~
CI~/~S UfbOC]zdesa~fi guideline~: ~ L } o ' ~°'..~" ~,~ "y `~ ,,~~ ,~ '~"~,'"'~~~'"`' ~x
~ 'a'~~..~~~~~i ~~ ,
-~ .A ~. h .~ ~ S.~ ~ Ys K~ ~ L~'. ~,. _'~'T _. u1. ~f H't~ ~ ~ _ '~R-~-"i. '£~ .
S t e p h e r~~' i" t z e r n 6 r~~ A I~ P as-~ i~ 5ex~~a r A ss~~ti te in C lanor~'s~ hetpe~ 1d l~ o i~i~~.~ ~~~~~~~j ~~~`' ~~`~.-~~ ~~~~;~
~~.
He is a. ~Qnrae~-~a~r~ ~~a er~i~~i o~er2~ ~~e~rs'of ~x~,ierrer~c~~~~r.epnrirtg~~ ~-~-~ ~`~~'~'~g ~, ~ ~ " ~~,~' ~~.
,~ ~ ~.s .~~' -~srz~ .~. "~ _~ ~ ~~~'.~.~' } -~ '~ ~-c~~` ~,.,,,, rsa.~..~~ ~.,~5,~ L'~ ~s. ~."J L~~,~~~
and im~p~~~era#ir~ -c~ e`~o ~ex-~~z~c~e~=-~~xxa ~~ierasi~~ ~ans~`d~s~ ~c~~a -~ ~~. ~~ ~~ `~
-~ =~~ ~ ~ f~,,< ~ a ~ ~ P , ~~ ~ r _ _ ~._ .: ~'~~ .: ~ ~
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dards t~~nc3tio~i~e~tn~5.'flTlt~~r~t'~YV~~m~I~a~aeFiientxiol~capc_~~r~`n~~~:~r~rra Y~.,~.. ~-~a~,~~:
ber~
for(
co m
use .
development ieg~ilations.for ~
guidelines~#eic=l~ical gove~nmE
hensive plahs,fo~ the ~ta~ of:
ministration of unifie~:~de~La~
; . ~__ ,:,,,
Carolina. He has v~rii#er.a. on;'~
2'. E -.
a planning degree~,t~tid: a ~aw
Chapel Hill. He i~_ii`%neizib`er:
and the North Ca~olina~~fitii~e'
Leigh Anne King, AICPr ~~EI~~~ ~s~'Sentor~sst~itate w~t -:experre~ce v~oeic ,. _..
- '=_:.
ing with local govemments on=ldnc~ u e,plpnnir~g ~nitlbt-ves Her exper~entean ;;
cludes zoning code update4`:prn~e~t~-7n Forlsmoi~tl~i, ~~k ~~ Alochua FL~
.
afforda6le housing mitigation pro~ects~t~~ee County, Palm, $eae}~~o~~~ ' ,,.~~ -,
Islamorada, and Marathon FL; growtl~~:managernsn#,st
r~~egiesK~.
l-~~Il~;bor~g~, . i
~
~
NC and Rock Hill, SC; comprehensive ~~an"~pc~a#e~ ~~ ~:Jnion~~~un,~+,l~~, -
Tupelo
MS and Fredericksburg
VA; and n~ig~borf~ciod
pluris~~ ~iapel F~:iU ~ -
,
,
,
and Wake Forest, NC. Ms. King has been with C~dt~on fvr#ivs yeors ~~roi~#o °` _ ~
,. ~ , ¢ ,~_~.~ .
joining Clarion Asso~iates, she eamed a Master in Reg~czt~~l 'Pfar~t~~rxg ~egree}
~'
from the University of North Carolina, Chapel Hill
was a=~esearc~~assisfanfi :' ~
~~'
,
with the Center for Urban and Regional Studies, and worked several:;~e~~-~: :;~ - .
°"'~~;, -=-
a national conservation nonprofit in Arlington, Virginia. ~ -``~
_ _~
- .- _ - -
:_:;; ~._ ~
46
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local govem-
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~ .:; = :_ ~ ;
-: Clanon=Associat~s offers exce~lEnt cQmputer capab~ht~es :in spa#inl dq{a _:
i` annlysis;~mapping, and land~use flltemqfiives compor~sons V1/e maintain -
- lead~ng edge skills in .graphi~ design and ar~e proud of the high quality
-: products we :provide our clients All of our plbnnin~ effQrFs are con= .:
- d'.ucted ~is~ng GIS tec~nology.(fSRI -platForm) _
, . . . . I _ rP4es~ Dpeb~~ iMlan I ~.
~ ~ ' ~ -~ ' ~~~-, ~ .: ~ ' Sroodo npsd _
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47
48
. .. : ` ~ , _
__.~- _ -~-,.,--..____.... _ .. _ ___. - -=------ ~._- _ ~---- .
ran cl n; Tennessee~ Zoning Ordincsnce
F/o~ida
.ii.:,z.., s :"_ ~.'fi~_
~ _~v. ~-~:~' _e.'~,.:.~
~: Y< .~
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. Clarion Associates recently prepared a revised development code for
:. this fast-growing: community in the Nashville region. The code is fo-
cused' on implementation of o comprehensive plan that includes the
developrrient of cha'racter areas, innovative open space and natural
resourc~ preservation techniques, and a much stronger focus on urban
~ design: The_ deveiopment code includes substantive re-structuring of
~-_ ~ tlie Cify :s current ordinance, including-integration of the Ciiy's stand-
alone design guidelines; and an overali upgrade to the development
__ standards..relnted:to landscaping, parking, and open space.
Atachua; Floriclct f Land Developrnent Regulations
Clarion,; updated- the ~ Land Development Regulations for Alachua,
._. Floricla: Aldchu6' is qr~ old north central Floricla city close to Gi~iriesville
that .hds expenericed: substantial residentia) and business.-.relafied
growth fhrDUghaufi the.1990s. The code rewrite focuse.s; on striictural,
- procedural, 6nd substantive improvemenfis to the city's ezist~ng regula-
fiions to imPlement`the recently revised tomprehensive plan:: Struc-
- turally, the updafie consolidated scaftered land development`provisions
.. into a single, cJeorly:.organized development code Procedurally, the
city's camplex pssortrrienfi of Procedures and responsibili#ies for devel-
_ opment review.were simplified info an integrated, easy-to-understand
`reviev~ process:,~~Su6stanfively, the new code presents a number of in-
novofive measurss to encourage infill development in the olderparts
of the community, along with new development standarda thnt will raise
_ -. ~ the. bar for, development guality..
- Henrico County, Virginia ~ Design Manual ~
As part of its work.on the County's Vision 2026 Compre}iensive Plan,
Clario~ Associq#es prepared a stand-alone Design Guidelines Manual
fo~ all new development.in,the Couniy. The guidelines address four dif=
ferent types of land uses (residential, commercipl, office/industriol, and
. mixed-use), as well as ne~v residential developmenf within rural areas,
.. and are suggested as a means to ensure that new development is con-
sistent with the goals and objectives in the Comprehensive Plan. Spe-
-. cial emphasis is placed on the retention of community character,
.. suggestions on how to raise the bar for development quaiity, and the
_ use of:mixed-use master planned development as a method of ac-
complishing infill and redevelopment fhat is consistent with its context.
The manual is highJy illustrated and indudes captions that explain the
concepts and tecliniques being presented.
49
Proje~t Expet~ien~e
New Rnrer Parkway, West Virginia ~ Parkway
Corridor Land Management System -
!n collaboration with WRT Planning and Design, Clarion Associates is;
working with the New River Parkway Authorifiy of Wesfi Virginia to pre-:: .:
pare a land management system for the future New River Parkway cor:; ;:
ridor. The New River is a designated National Park Service river and: .;:
one of the oldest rivers on the continent. The State of West Virginia is :.:
currently developing a parlcway to be constructed along an existing~ °._:
raadway adjacent to a southem section of the river. To ensure that the. '
nric~inn n~~n~i+ioe n~+~e n..rL..re e..~...e.~ ~...~.~~~~.............-,.1:....,.. .. 1,_.:J .
~-:_._......
50
Henrico County, ~rginia ~
202b Comprehensive Plan Update
In 2004, the Clarion Team led by McBride Dale Clorion was retained to com=
plete an update to Henrico County's Comprehensive Plan. The efFort will in-
.. volve detailed analysis of fufvre land use scenarios thafi wilf assess the best
_planning options for the county based on fiscol, transportation, and innova-
"tive land use issues. The team assembled for this effort includes specialists
: from C- larion Associates, Tischler, Associates, and Kimley-Hom and Associ-
' ates: :The Comprehensive P(an will include interrelated recommendations for
~ ;com~iunityfacilities, park and recreation, land use, and firansporfation. Ad-
cJitionally, C(a;rion :hos created a development design handbook and will re-
, vise }h.e zan.in
~ ' g:tode for proper implementafion of the plan's
_ : . . ,, :..
, . _: : :.
=: recommendafiions; - -~:.._- ; .
Grov~th Manageme_r~t Strategies
H~Ilsborough,. NC ~ 5#rateg~~ C~rowth_ Plan
Clarion Associotes led a team o~ con~ultants in:J~elping this historic and grow-
ing communi4y manage_ groWth~pottems, ~Ni#h ernphasis on economic devel-
- opmer~t and environinental preservafi~ort ~nfiergoVemmental coocdination
vros ~Cey#osuccess in managing grov~#}i at the ;edges of the community, and
' fio."wn caunty cooperation wos a. poromAUr+# ~bnsideTation: A growth pattem
= wos developed that took best advQntage of utility infrastructure, minimizing
#ra~fic irxipacis and emphasizin,g mixed ;use development. Interlocal consid-
erat~ons includecl establish~ng priontres ~.oraranexation, coordinating land use '
- =plans afi~t}~e interFace of:junsdictional boundaries, and establishing ongoing ..>:
,. ,.
_ = mechanis.ms for-jomt~ction: The growth ma~agement planning process.pro- :
v~ded a iriechanism to coordinafie nurrierous Town ~nifiatives alreody under-
: ` ~ ~. . ,
w6y (e 9; corndor studies, downfown`~revitalization inifiiatiyes, and design
gu~delines) - ' _
~.
_
_: .- _
- RotIE H~~1, South :Caroi~na :' Growth~ Management Plan
= Tlie Crt~! ~f Roek H~II, South Carolina, hired. Clarion:fo prepare a:Growfih: .
• - , : .. :
_ lvlanage'ment Pliin for th'e Gty and its~Urbai~:ServicesArea. Rock Hill had';
- .. _ ,
- previovsly refiained C~arior+ to update=its Zoning Ordina.nce to address growth
- `managemenf and design issues within the Gity: The additional task was.to _
: _address developmenfi pressures:in the.35,000 acre;unincorporafed port~on',
of. Rock flill's:Urkion Services flrea. .Rural land was quickly being corisumed
by low-densify. resid.ential development. .The Growth Management Plan fo-
cuses on these unincorporated areas and identifies strategies for five key os-
qects of:new.develapriient .;'location, amount, rate, cost, and quality
- ~_ ;-.ldentified.strd~egies include re-examination of policies for extension of pub-
- licfacilities; and designating priority development.
auProeano wN~cr;a
~ ~ x~ ~
~a.~~....
,~.;~~,_
~~pwh md Om~ Ce.ny. NC
STRATEGIC GROWiH PtAt~t
~ ~~
f ~:~ l ~
~r
~ -- ~
<<..~s,~
Y..~,~..~
.~,,.~,.,,~.
~ ~ ~~.....~.~._
GROWiH MANACsEhlENT PLAN
51
' ~ ~-
Wake Counly, North~ Carotinn ~ Comprehensive ~
:
~
~
~
~ :
:u
~, .
:. - ~
,.:Croi~i~}~j;Management Strategy
3-' ' =' Clano~ °Associates led a multi-disciplinary team to create a compre-
° ~Seca~ve .Growtfi Management Stra9egy for Wake County, North Car-
* ~ ~ol~ri,b, w~h~eb has experienced significanf and unprecedented economic
~ ~~. :`development
and popu~ation. growth since 1990. Whils this growth
~
; ~
- ` has brought significant benef'its, Wake County is bracing for at least
~
~...
. ;
;~ 5OD,OOQ..new residents.anticipafed to flow into the region over the next
-
F
~ ~. ::. . . ,
_ 2a years In ala rnna~!attve,.intergovernmental approach, Clorion As-
~ -
sociates ~vorked closel~+avit}i o 42 membertasicforce, canststing of rep-
Y _
;- , res~n,ta}ives ~~orrr: ~he Co~nfy,R:_the sc~hnol .:~disfinct:: and _~fwelve
, : _
'
a
n
.
, ,. -, _~ - := - -
_ _
=~ , mur~~apolities The; p~anning pro~ess, whiclr Was no~ Jsg~slat~v~ly: man ....:
,
5
~ d"atecl, #ocused on: growth conceriis in seven a~eas corrrmvna~:char : -
~~
~
E j .~5' .
~; k-- -
~:.
. ~ ~
: ~. .. . . . . . _
_ . ~
} - ader, cost of growth, waterJsewer, schools; trans.portatior~;. oper~ space, .,
' _ '
.. . . . . ..
-
~
~
i
~ ~ ~- ._
~. _ . .
...
- . ~ ai~cl.land development stondards:~ - . . _ , _ -
- -
- ~~ - -
_. , .
-
- - . ._
,.,
- ,.
~
,
. ;
Beaufort County, South Carol~na ~ Southern Re :_ --
. .
. _ .
E ~
~ ~~.
~ ~ ` _
.
..
gional Plan - , ::,~ z :
~ ~_:. ; -Clc~non Assocrates, in association:wrth T~sc~al~rAssoaates,.developed " - ~
€~~`~`
j - o r~ itanal' lan for So~thern Beaufor#_Co~n 'tf~e fnsfes~ rov~iri -
9 ~
~',
g g
; :.
~~
M
~oU~ty ~n South Carolina ~ In an innovative`approach, ~lanor~ Asso- --
'
~ -
~ ~
~ ~
: _ --
} _ crates wor~ced wrth staff ani3 repr~sentative~~romfhe Counfy,ths Town
w,
i
~
o~,$lufftpn, t}~e Town of Hilton~leacJ Island, and key stakehol~ers from
., _
_ . _. _
: ; _
~. ' _fhe area Th~s collaborafive effofifi crepted a long-lastmg regional co- -. . _
",
" ; _ = ~
Q;pe"rdtior~ effort beiween the local municipalrties;and county ~govern- ~
_. ~~~ g~~~~ ~ m~n~, as welJ as focus specif~cally on the evaluation; of four key
~
.
C~,suntyRegttsaa(p(an ~ ' regior~al isst~es land use, ~iotural, resour~es, trbnsportat~on; public fa-
~ , cilit~esf and~costs of growth All local goyernments fldopted the plan ,
- ~ ~ ~ ~~ in ~OD~ vnd are wefl info developing the mecli'arnsms and growth_
- ' _ - ma
nagement to~ls to irriplement:the;Regio~al Plan ~ - -
_ _ -
,. ,
~ : - _
. z
~
~ _. ~ _ ; ,. ~ ...
= _.~_. .- .~ ~-
'` M~arim~ Beach;"'Flor~da ~ _Development ~mpacfi .
~~
'' " ` ~ ~ - . ..
Mifigation S
stem ~
~"`°'''~°' ~ y
`Clorion Associates 1~as been refained by•the Gty o#~IVliamr
:Beach to
~ _
.
- develop an impacfi. mitigation strafiegy for;riiajor development projects
~
! _
,~ _, _ . _
'over 50,Ofl0 square feefi in size. Phase 1 of tFie pro~ect will eacpJore the .::: ''
~ ' ~
:
, -
~ impacts of lar~ge development pro~ects .on xoar~vqdy c~apq~if~, Ar~ sfi~-eet
:
t
~
, ,park~ng, pu~~ic trarisportatic~n,~sark~nt~ ~ecreation fb~l~
~es, s~~ools, .
- -
` :~
~ ?. and workfocc~ k~ot~sinc~,~}. and-sugges,tn range~o~ po'hcy pr~t~k-regula#ory rs ~
~ ~ ~ ~ sponses ~or Cifiy Council cansiderqtion Phas~ lf af t~e ~+-o~ec~~v,++q re F:~
~;-- ~ ~ ~ snl~ irx n set nf revised Land Deve"lopmenf Regu~ations, ~ompreherrsive -- '
- • - - .._*. : Pla~i nrri~endax~enfis_::`anc! oi~er r_eaUlafor~ ac}ians-desia-n fo dddress 1he:.. ~
52
Cary, [ttorfh Carolina ~ Growth Management Plan
Clarion Associates led a teom of consultants in helping this extremely
fast-growing town in Norfh Carolina's Research Triangle plan for and
manage its future growth. The firm drafted a new growth management
plan forthe Town that articulates goals, objectives, strategies, and pro-
posals related fio (1) the timing and rate of growth; (2) the amount and
density of growth; ~3) the location of growth; (4) the costs of growth;
' and (5) the quality of growth. The growth management planning
process provided a mechanism to coordinate numerous Town initia-
. tives already underway ( revision of the Unified .Developriient Ordi-
nqnce;~arad .drafting of adequate public facilifiies ordiriances). .
~~o,rc~c~~~e;~~u~~~i~ Str~te~i~s . -:.
lstamorada, Vi(lage of lslancls, Fic~r~da.'~ -
Workforce Housing Methodology. _
Faced with rapidly increasing housing prices, the5Village.:of Islamorada
sought: solutions to create affo~doble iiousing for ther"r.workforce pop=
ulation: Clarion Associates, in association with" Dr. °:lames. NicHolps~: ..
:
has developed a legatly supportoble:_inethodology. to. pssess.the .im, .;~.
pacts: o{.residential and non-residential development.on affordable
housing, . l'he team developed implementation`1~egislation for a worlc- ;--
:: : , _, :;. . ~ . o
force ho:using mitigation program thafi incorporates the methodology: :. ~~
for the Vi~lage of Islamorada, the first of i~s kind in. the stdte of_Florida: -
Clarion :and its partner worked to diagriose:the.local.workforce hous=
ing problem based on an evaJuation, of the community-ivide economic
impacfs created by new residential ond non-residential development_
Lee Coun#y, Fiorida ~
Workforce Housing Methadology - -
Clarion Associafes, in assoaati.on wrth-0r. Jaiiies Nicholas and William
,}-iiggiris,. is developmg a aegally supportable methodology.fo assess the
impacts .o€ commercial;:and:residential development.on affordable
- 'housmg, pnd .#o. deYelop implementation legislation for on affordable
'housing riirfigation progi-am for Lee County, Fiorida. Like.many com=- °
- munities in Florida, Lee County has. experienced:.p `,substantia( nse. in '
local residential real estate prices. _ Because ~f #his.trend, it is becom=:.-
ing evermore difficult forthe count~r's wo~kforce -population ~o find local ~~
affordable housing. Clarion .and ~ts ~Partners;:are v~torking_=w'rfih Lee-
County to diagnose the local offordable housing problem, assess what..' '
other communities are doing to address similar afForda.ble:~housing
shortages, develop a legalty defensible methodology.for assessing the
impacts that both nonresidential and residential development have on
local afFordable housing, dnd develop the implementing legislation for
the program.
PQU~Y YEMORANDUM:
AFFORPABLE HfNISING AtETtIOCOLOGY
. _ .. ,~,
53 I
, ~
~ • ~ _ ~ __ t.~ . t
_ 2 i f x.. ~' ~ix Y Fi'' ~l _ . ,~ , '
~ [ ~ ~ ~
q_'`''?' l ~,~ ~ ' S h , ~ '
`F 1
,~ R y~ _ ~ S 1-'` 'T~~C3 ~# 5 . ~ .• ~ t, . ,
`~ ~, . a~ ~ -E+s ~ ;
~~~ ~~i~JC~ar.+~~rhora~ ~~ri~a~ ~~ _ ~ ~ ~ ~ ;, ~ ~ ~ a
'' £'"'V~q+~ "i~~ j~ F ~~i !^'~ ~~ti^~i{~ ~~ ry,. '. G ~a i.l' F ""'h
.~a-..~ ~T~.Qd.,~~~?dtiR.;~.~~4~.5~~~ ~~~i111~4~~~~.J~P}~E "° ~.- . ,~ ~. ~~+~ t :ga .
~R'~s"#s,~ `"~ ~~~~~~q3e~,,~A~SbC~S7~10]1,1K~I~~~,y' .~C]1T1~5J.-'11CL1laICf~S~~leve]~ped ~ 1 r
~,+~~~~ s ~~',~g~n~~~s~o~,a~a-.~efih~~l~lt~gy~c~ 'ssess~~a~pacts~~fre~ident~Q~y
Mmathon, Flonda . ~~ ~"".~..c '~ ~" ~ '" .;'` ~ ~ ~ '~ ""' ~ ~
, ~ ,~~ve~o°Pr~~~~in. q~'Qrdabi~~a~sir~g ~a ~ar~k~anr~`~s~a~r~ner diag~ased ~
$,
~~ '~.`~-~~ ~'~ si~ ~.L 5 ~'~.~ y ~.~~r 7 +f `t~~s k. Y ~ .
;~'~ ~, ~ ,.,~e~:~~a~~~r~able~osts~~a~'~ prd~jre~] ~se~ or~ ari'ev~a~uofi6ra~f t~~ ~
WOitKFORCE FFOUS1FiG ~ ~ ~~~~~~~~~e~ecor~~ ~~~ ~ ~ts~c~Qt~c~ ~eyV ~ s~~er~ti~1 devEl ~ r~ ~-
.SU'PP~RT STUDY - ~" 3 ~ ~~~~~ J.. ~~,G: .e. ~ ~ ~~ ~-~s * ~ '~ P ~''" . , 3
~ ' ~ -~ ;~~ -oprne~#h~'~~~vaa~ic~ ~s~ ~evixlv~~iarr„ ~~r~n~--~~ve~oped a for~c~l d~~.x f °
~ ~. ~
~ ~~-r~o~ ff~ai~o"l~g.Y~-~'',ttss~sittg: #~e :ez~te~t a~a~p~it~~=t}~nt new r~stde~~a~ ~" ~ ~~T~
~
~ ~~t~~v,elo~r~r~t has c~,~~l rni c3emand for affQr~q~`~e~ous~~g ~~f~ ' ? ~
- k ~ ~. .f~ 1~ ~E~s .~ . -•;; ~. ;~.sh. f~ a~ ~ ~a.:-_x`
f-;~~ . . r ~~~~ 1~ i~ R# ~ ~ i
S ~ „,~.r, ~ ~ . -~ -~ ~ 3~,
~ ~ ~ F a a :~t ~ , _ ~c ~' ~.. '~ ,F ,'~ ~ _ v `a'~ j
~ „ ~ ~ -~ 1~s x~ ~-S r..g ~ ~. t ~.' ~ ~~. ~.... ~ ° ~.t '~.~ ~' t ~
~. ~ N ~ . ..P, ~ ~ ~~'ze~ „~~ e ~`"~ ^•~ct'~ ,~ -~.~~ ~ ~~ . 'a ~",~~ ~~~
c'T3. : - ~ r-?- "~s; s- '°'x q ,~ ~ -~ . -~-.~~ x3 a '~~`+ +~ ~. ~ . '~:
~ ~` ~ ~ , ~~ ~ . ~ ~ ,~ ~ ~ ~.~ ~`~,. ~ ~ ~ 'i -;-. ~ ~ v r~ 4 .~ } } ~'. ~ .
~~~~ ~ .. ='~ a~ t ~~„ , : ~g '~., ~~,~ ~ i : .~ t ~' a -. ~
, = F ~ ~ rr~-~a c~ Fe~~--~ , ~- ~ ~~ ~ ~~~' aA ~~ ~ ~- Y ~~ ~y~ ~ ~-
~~~"~-='F, ~ r ~-. ` ~ ~J ~ ~r--~s~~"pc,•fi ~'a` _`"~~,..~ -f~F ~'~- s -~. a.s~~'r~ ~ ~s-x a ~ .
€~~„a'«~c~"'}Yyd~~'+n• ._.. _ . _.-. , x.,. ~f~ c ,.r"r.~~.~:..r x.._ ~fi` '~.}~~'~.'S:~t ~.w-_ ' , ~' ,~ _.~ag` : ~z._--.,.r. a'~'.v..'s ~ z. ...:.+! 'T'"i`L.;-.,cA~ ri.4L- .
~
:oud3r
vrnasa
~a+r~racr
cou~'r
axvr~~
~~ ~
~~~
.~.t..
~
Imp~n Fes
ou~v~w~~r
~~
~-.,~. ~_
~~z
~ _ ..~.
~ ~~ ~ ~
" ._.__
~ k~ `F ~~ T; . .. .x.. ~ ~ ~.
In~~'~QUfi1i Carolina..~ Muki
dt~~:i~:rary,~P~n~-ks; and -Roads
~z~fie~s; v~orked ~n#h=~enufoc#-Coun~y
c~`"-ara~ tFie tflv+in nf..~l~ff#on,_Sout~~~
canf
adrrii
; o#-,f~he ~ffork;: fifm me~rrbers alsorEValU~ted,~varit
•- mefh4d~~g~~al~appraa€~e~ ~arron alsc~ v,ra~ke
' ~ .; .#he.pr.eparatior~ ofanterloca~ ~~reernei~~ ~o` a`ss~~
rm~lementation o~the impacfi'f~e program.
n ~~ Milton ~
----:.:,~.;,::__ ~~ _-_
:~.
~s
~ I,
~
- ' ~
...rT .~c3~j~ .
~S ~a~#=~LOW ~ :~ ~
~ ~q
nforcement, ~~ ~ i
ru~t~r•~~#~e~:-~ '_
. , ,~
~ ~ -= > ~
gu{et~or~s to: ;
~Tcul~~~~-0f~,~ ~, ~
1-.%kW, +r `'~y
~er;S,~~;'!7u~~'fi~le _
~ ~
i~ ~~ar~ ~„`~
,"~ ~.~ '~ *'.
op#~or,is a~r~ ;<z ~
-~ -~ ~- -
he coun~rin ; .
countywide ~
54
_ ~
: a ~ -
_ ~ DeSoto Counfiy, Florida ~ Impact Fees for Libraries,
_- Schools, Parks, Roads, General Government, Fire/Res-
_ - - : cue, and Law Enforcement
_.~::~,:;:n~ ;::~%` ;. _ -' ` In collaboration with TischlerBise, Clarion Associates, worked with
- DeSoto County, Florida to update multiple impact fee programs, in-
' °~ ~ cluding fees for schools
= ~,,,~~ - , arks, library, fire/rescue, general govem-
P
;~ _ ~,~ ~ . ment, roads, and I.aw.. enforcement. C.larron advised the county on
_ _~. IEgal issues,reldted to the~update`dnd`d.rafted the.ir~piementing ordi-
~ nances.for.the~ee=~rograms and;an int~rgovernrrienfial agreement to
T~~`~ assist -~n: administrafiton of the school -ii~tpact ff~e -program. Key
~ ~ ~ _ : .:.
' changes to ihe ~mpadfee programs iqc)uded'tlie~acldit~on of an ap-
=~eals ~rocess, ~updating the incleper~den't impact pna~ysia nption, and
; : , .. _ _. ;
` "' _- -- "~ `~ ~creafimg sepi~rdte fees ~ar the cour~iy's ~mntorp~'ted~~eos and the
- _
_
- - ~ G#y of Acca~d ia
_ ; a
M1 ~-- ~
_: .._ .. . _ "~ _ _ -
,:; : ,~ _ y
, ~~ : ~
~- ~, - F , ,~ _ ~ ~ ~
_~ ~~ ~_ ,~~
:_ r g,~E#f~~ght~r`rr Cou~ty; ~eorg~tt ~ lmpac~ l~~e~
- , .,~ _.~ ,~ ,._:. ~ ,.
- ~}~ _M~~~ ~lonon, ~n assoeiqt~on wa ~rschJer i~ssoup#,ear prepare~ 3~e le,gu]iation
_ ~ = to imj~leme~a#-r~~e~Qpm~t~t~rnpac~fees~or~v~afier s~eyver;~aa~s,~carks,
,,: ~' F~ ~ .- 9a~v enfarce~n,er~t, r~nd hbr'anes ~~or~ng~am ~ovn~~-~~ur~+o ~~The
` ~~" ~ ~ ~~~ ~ ~.ordmances a~dress fhe ca~cir~at+o~ o~f~s~~e p~sstbr ~o{~ul~e a#ive
3 ~ ~ i ~p r~i ,
~- :~, ~' ~q -- ~ee ~tut~~esb~ 1c5ndow,ners, and the ~r~d~fiaons trnc~~~r~~iic~rr.~nils ond
'~ >.~ F` ~c i ~ ~9~!~M1~~Y-~TB4__..- -crt ' ~, F .y , _ ' F
s.a -~+s,y; ~' bqye~np~enr~Mpactrroeoru~r ~ .-~ -~,~ credi#s wQUld~~@ ~'4T1_f$C~ :~~` at#-~f:~fif~e ~fforts ~-~".f71,E 1'S SO ~ C]~-
~.~.~ . ,..Y_~~"_ _ _., - __sr_., - -:_ .. ..'J .. _ .~. .,.,P_ _ _. ~. ?~.. a~ Y
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55 ~
' e ,~
~~fQ t"C~S
In collaboration with clients from across the country, C(arion has received recognition for numerous .
planning efforts.
2007 APA Danie( Burnham Award
for Comprehensive Plan
PlanCheyenne - Cheyenne, Wyomeng ~ Comprehensive Plan Up-
~dute,_TraiisporFation Rlan~;and Parks and Recreation Master Plan
=Clarion Associates:iwarked with the Cheyenne Metropolitan Plan-
_: ni.ng Organizati.on_to.ledd;-zi,,projeet to. update the area's commu=
nity plan, fransporiatiqn ~lan, and. develop a porks and recre.ation
.. .
plan forthe City ~f Ci~.eyenne ~and porhons:of Laramie.County sur- _
rounding tHie city Cheyenne-is locdfe~. at ~}ie northem end of the
Rocky:Mountain Fron# Rar~ge ~~ #he-0enver<-~letro.politan~ orea: .
Plor~~~eyenne provides d~rec#ions an'ct host of growth issues such: .
as rura~. develop~nenf patterns~ an~ agncu~#urQJ conservation; nat- _
ural pceQS ancJ,oQen space conser~ation, mized use`.development
and c~icfiivitytenfiers, nei,ghborfioods as..~uilding blocl~s~ "~-aising the :' ~
bar" on desrgh qun~fy, and `pr~serving the commuriity's h~sta~rr ,•
- ' cfoWntowr~ core - ~ ~ - - -
_ 20(16 Sout~ Carol~na Chapter of
° = APA Multi Jur~sdiction:Awartl '_ = -_
geaufort Ccunty, South Carol~na ~$outhem Reg~on~l Pldn > -
~ : . . _..
Clanor~:/Xssociates, in.associafion~with fiischler Associates; .devel = -
~ 'oped a'regio~ial plan for Southern:Beau#oet~ County, the fastest ~ ~
~_ grQw~ng ~aun~y tn South Car.oUna ,In an ~rinovativ.cN approach, ,-
,: Cianon Assocrates wo~{ced 4vith staff and represenfflfyves #rom the ~'
~` County,;#he Town of_Bluffton,~fhe Town, of Nilfon Head Islar~d; and '.~ --
~` key sfakehold~rs from the area:. This collaborat~ve eifort created a.:
~- :: _ ; . ._
c' long Iqsfimg regional cooperation effart b~i~vee~the locai.murnc .. -
; - ipalities: and couniy govemmei~t, as-v~+ell as ~ocus speci~~colly. on _ -
fhe_.eval~o,~on of four key ~egionol iss~es land use; natural re
sources; transportation, public fatiUfies~ and :casts of.~gro~vtF~- All - -
` local go~rernments pdop#ed the p~an in 200~. nnd are ~el) m#o de_ °';
~elopitig the r~iechariisins and growth managem:ent tools to im= -
: , :.. ~ > -
' plement=#~e `Req3onal:Plan ':: _ ~ '
S~ctti~ettt Seau€c~t
~ocrnty R~ion~l P#an
56
Ccrson C~iy. Nevada ~ Master Plan'Update ;
Surrbunded.on _~hree sides ~by public lands, Carson City is nedring buil~t~- '..:
out and, as o result, is facing many tough challenges: . C~arion Associates -
_was retained to prepare an upclated Master Rlqn for ~he..City. The poten= :. ~
tial for disposail nf some of these public lands for developmenfi wds a~Cey
', issue under`consideration; as was the protection of.these lands as open
;space Otlier~key issues included a desire.to strengthen~and diversify#he
city~'s historic downtown core, diversification of housing options, preservd=
tion of:rurol neighborhoods, enhoncement ond redevelooment oF ~mrlPr-
_ f-ranklin,. lennessee, located. just s.outh .of Nashville, is.-a city thpf experi°=: ~:.
_: enced rapid growfh;cluring the 1980s ancJ.1990s, doublirig its populatiqn' .;
every decade. McBride Dale Clarion.assisfed the -~ranklin commun~y in the. ':
' creation of an innovatrve land use ~plan:that addresses quality of~ devefop=: -
; ri-i"e,nt in conjunction wrfh :infrastructure 6voi(abilify in boih. the' city and;, its .'. ;
` lirlian growth boundary The, necessity to maintain dnd enhance a strong
_ community identity ancJ pride was the force that d~ove fhe d'i"rectiorrand end
' product of the plan: With many hisfoncal ~esources and ai~ active citizenry;-
-:~ Frankli^ has the opportunity #o expond on i~s already thnving commurnty ,_' ~
-. :~ Key Choi~
."~.e~-
f. ~ Sauth Carson Stre
__ ' "
~• ~ ~
_' ~~ rt
~
~ ~ ~
~~
~~--- y ~
~ ~
:-.
,
2002 APQ Danie! Burnharn Aword ' `
- f4rrExcellence in Planning -
WiFI County, Illinois J Land Resources 7V16nage~ent Plan -
Clarion pr~pared a comprehensive Idnd use plan for fhis fast growing outer ~
nng county ad~acenf to Cfiicago The north part.of WiII .County is rapidly. I~ ~
becoming ur-b,anized wifih significant corrimercial a:nd residential ~owtfi ~LL~~~~ ~
_ 9 , uwor~~a.~nw~~,rr~.. .
while the.south part of the county remains mostly:agnculturdl anc) vnde
veloped: The plan. addresses crifiical' issues such: as open'space; trans -~ ~,~~ :.--.~~..~
. portation, and mtergovemmen#al_refationships between the counfy and its. z~ .
many municipalities.: The:plan`a1so. hos ai strong implementation focus." :
-.K. .~
, _.. _ ~
~„ _
~ ~ ~ , _.
I~
57
~ A~ivarels ~ - _ _
3authem Neuuda
Itegiaruc! ~t"~! Pi~t
2001 DeBoer Excelience in Planning Award
Las Vegas, Nevada ~ Snuthern Nevada Regional Pian
Clarion was retained to lead a team to produce a regional plan
and growth management strategy for the Las Vegas Valley, the
fastest growing region in the nation. Mandated by the state legis-
lature, the regional plan addresses transportation, land use, air
quality, infifl development, and public services and infrastructure.
Worlcing closefy wifih the Regional Pfanning Coalition, comprised of
elected ofFicials of the five jurisdictions in the Las Vegas Valley, Clar-
ion prepared a plan thatfocuses on imRlementation, to conform to
i
i
58
---- ---e---
--W- - - --- -
~~'~~~ ~ ~~~ `~~~~ --_--- ---
Working in collaboration with the American Planning Association and other professional organizafions,
Clarion Associates has authored many publications on a varieiy of topics.
59
0
~
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~
~
CLQRiON A-550CIATES
hfiFp://www. cla rionassociates.com/
Craig RicF-ardson, Vice President, principal• crichardson@clarionassociates.com
Roger Waldon, FAICP, principal • rwaldon@clarionassociates.com
Chad Meadows, AICP, senior associate • cmeadows@clarionassociates.com
Stephen Sizemore, senior associate • ssizemore@clarionassociates.com
Leigh Anne King, AICP, LEED AP, senior associate • laking@clarionassociates.com
60
-- ----_ . ...- -- - -- - -- -. ----- -- . . _.. - --
FIRM PROFILE
Corley Redfoot Architeets Staff Corley Redfoot Architects offers in-house services in
g,r~~~ Architec#ure, Civil Engineering, and Construction
2~~~~ ~~ Administration. We employ the services of consultants for
Structural, Mechanical, Plumbing, and Electrical
2 Engme~s . Engineering and other design disciplines.
1 Architectural Draf~er .
1 Engineering Technician
3 Construction Adcninistrators
1 Interior Designer
1 Administrative Staff
The Partners of the fi~m are Kenneth E. Redfoot, AIA,,
who holds degrees from the University of Pennsylvania and
Pennsylvania State University; Andrew R Cruickshank, ~
AIA, a North Carolina State University graduate; and
David M. Taylor, AIA, who earned a Master of
Architecture degree from Clemson University and Glenn
D. Corley, AIA, also a Clemson University graduate.
Michael L. Hammersiey, PE, a Principal in the firm,
received a Bachelor of Science degree from North Carolina
State Universiiy and is in charge of CiviI Engineering.
Corley Redfoot Architects's staff members are experienced
in their respective fields. We have successfully integrated
the azchiteciurat and engineering disciplines into a single
design concept for our projects - azchitects and engineers
working toward one goal, designing a facility that meets
our clients' needs, goals, and budgets.
In the forty-seven years our firm has been in existence, we
have designed small to very large public and private
projects. Our projects range in scope from $100,000 to as
large as $60,000,000 and from 3,000 SF to 600,000 SF in
size. Our clients include private, public, instiiutional,
commeroial, office, reta31, and sports facility owners.
Our present workload would allow us to become
immediately involved in your upcoming project. Our office
is efficiently sized for our clients' benefit in that our clients
are not lost among a large, layered office stag In order to
keep up with each project, we don't take on more work than
we can handle. The sta.ff of Corley Redfoot Architects has
eartensive experience in the coordination of supporting
disciplines, i.e, structural, mechanical, electrical, plumbing,
acoustics, security, voice/data networks, landscaping,
interior design, and furniture selection.
• ~arley rec~foaf archi~ects;~
orcfi~reas I eng7r,e~ E prorx,ers
222 Cloister Court Chapel Hi~l, North Carolina 27514
919-401-8586
Central Oiange Seaior Center
Ocange County Gover~eat Services Center
Orange County Southem Human Services Center
61
Qualifications for Orange County
,• Martin/Alexiou/Bryson, P.C. (M/A/B) is a Raleigh-based consulting firm
,~ specializing in transporta.tion planning and traffic engineering. Building on our
reputation for pioviding cost-effective, sustainable solutians, the firm has grown to 27
persons in 11 pears. The egceptional depth and breadth of staff experience has ea=ned M/A/B
the opportunity to participate in a variety of important and innovative projects thtoughout the
state and countty. Siace its inception, the fitm has undertaken hundreds of projects for clients
T3tlging from state departments of ttansportation, municipalities, metropolitan planning
oxD ni>ations, transit authorities, developers, atchitects, and multiple universities and colleges.
Services pxovided by M/A/B include:
Traffic Planning and Engineering
• TrafCc signaidesign
• Treffic impad analysis (TIA)
• Traffic circutation studies
• Traffic analysis fa ernironmental
studies
. Traffk forecasting
• Signal warrants aimlysis
• Traffic signal timing
• Traffic calming
• PedesVian saTety studtes
• TrafficsafetysGidies
. Traffic ~rrtrol plans
• Access management
. Rail crossingstudies
• Functional design
• Communityimpact
assessmerrts
• Feasibility studies
~ Conceptual designs
• NEPA environmental
documents (CE, Eq/FONSI, EIS,
ROD)
• Travel Demand Management
(TDM)
• Transportatfon master plans
• Trip reductian studies
• Geographic InformaUon System
(GtS)
• Bieycle plans
• Public ImrolvemeM
programss/consensus building
Campus Planning
• Paridng analysLs, forecasts, and pians
- Parktng management strategies
• Parking re~ction strategies
~ Trevet demand management
~ Treffic calming
• Pedestr~n safety
• Streetscape enhancemerrts
• Bicycle planning
. Transit ptanning
• Traffic analysis and studies
• Treffic signal and controi plans
• Special event marnagemerrt
• Address geocoding .
• Travet behavfor and attltudinal wrveys
• Monitoring and peer revfew
• Carbon reduction plans
Roadway Design
• Conceptual/functional and
preliminary desigas
• Final designs and consWctfon
plans
• Irite-sectton improvements
. Roundabout designs
. Urban and rural roadways
Transportation PlanNng
• Long range transportation plans
• Mukimodal pians
• Small area plans
• Cortidor sWdfes
• MaJor InvestmeM Studies (MISs)
. Environmentai screening
TransEt and Rafi Planning
• Regional and loeal transft plans
• Transit feasiWl'Ry studies
• Muftimodal transportation
centerstudies
• Air qual'rty analysis
• Corridorstudies
. Service planning
• Ridership modeling
• On-board surveys
+ Transit Oriented Development
(TOD)
• FiA New and Smalf Starts
Applications
Travel Modeling
• Travel forecasting
- Trevel demand model development
• Travel demand model application
• Trave! behavior surveys
• Air quality conformiry analysis
Parking
• Parking plans
• Demand and pricing studies
• Fadlity feasibility studies
• Impact studles
• Layout and design
Relevant Project Experience
M/A/B has worked with mare than 50 univexsities and colleges acxoss the nation on
transporta.tion plans, campus master plans, parking studies, and other transportation and ttaffic
studies. Our emphasis alwaqs is on creating a pleasing and safe pedestdan environmen~ and
accommodating growth while *n?nur+7i+~g parking needs and traffic. Specific studies can include
pedestrian circulation and safetp, parking, accessibility, intemal circulation, traffic congestion and
impacts, transit, bicpcle movement, and travel demand management. O+u extensive master
p]annina experience has provided us with a unique understanding and approach to campus
transportation systems.
M/A/B is vexy skilled in the areas of ttaffic impact analyses, traffic assessments, transportation
management pl~ns, roadway design, signal design, and access management for mastex plarivirig
pxojects. We understand the importance of anticipating demands on the transporta.tion network
and to mitigate any negative opexational impacts of proposed developments. Using industry
Martin/Alexiou/Bryson, P.C. 1
62
Qualifications for Orange County
_. __ standatd analvsis techniques, MIA/B can detemi e the misro~nd~mac~o_l~Pl_Pf~P~.o~-ttavel--~-
patterns and can therefore identify appropriate mitigations. Each project is unique aad combines
several individualized transportation challenges. These typically involve accessibility,
intemat ci.cculatioa, traffic congestion, traffic impacts, signaI warrants, signal design, pedestrian
safetp, par~ng, transit, birycle movement, financing, local and regional ttansportation issues. ~
Maple Commerce park T1A
Currituck County, North Carolina
Cfient Reference: Ben Woody -(252) 232~029
M/A/B staff partic,ipated in the ma.stet planning and
community charrette p=ocess for the Maple Patk Site
and then conducted a two-phase Traffic Impact
Analysis ('ITA) to analpze the impacts of uttimate plan
along US 258 in Currituck, NC. Phase I includes an
Aviation School, soccer 8elds, commerce park, YMCA
with a seniox center, and existing facilities such as NC
Cooperative Egtension Service's Building, Central
Elementary School, and the Curtituck Head Start
Center. Phase II includes egpanding the commerce
park, constructing new fac~ities for the Currituck
County Animal Center, and relocati.ng Maple Park including baseball fields, softball frelds, skate
park, and equestrian trails. Phase II will also close Airport Road resuliing in the rerouting of
traffic and/or relocation of egisting facilities on A~rport Road including the Currituck Landfill
Transfer Station and NC Forestry Service County Headquartexs. Traffic analyses and sunulation
modeling were perfotmed for both Phases of development aud recommendations to
accommodate the forecasted traffic internal to the site, including a roundabout, and along US 258
were provided.
Morrts Grove Elementary Schooi TrafFic Impact Analysis and Roundabout Design
Chapel Hilf - Carrboro City Schools / Carrboro, North Carotina
Clfent Reference: Bil! MuliFn -(919) 967-5211, ext. 28221
On behalf of Chapel Hill - Carrbaro Ciry
Schools, M/A/B prepared a'I'IA for the
newly constructed Morrms Grove - -
Elementary School and futute M'iddle _ _ ..,,
School #6 proposed along Eubanks Road ~+~ x ~
in northexn Carrboro_ Based on a request '~
by the Town of Carrboro, four build-out
scenatios were analyzed to evaluate the - '~~ rt
individuat impact of the elementary and _ _ +
middle schools as well as the potential ,,J' y~ '' . -
ttaffic benefit of building a future
connector road through the school site. The recommended intersection treatment was a single-
lane rounda.bout for the intersection of the future connector road and Eubanks Road to provide
superla.tive ttaffic operations and to conttol travel speeds near the school site on Eubanks Road.
Traffic simulation was petformed utilizing VISSIM so£tware to model future traffic conditions
with the schools in place and traffic diversion due to the connector roadway, while also
accommodating sigruficant truck traffic along Eubaaks Road. M/A/B provided the functional
design for the roundabout, including critical elements such as the inscribed diameter, lane widths
sidewalk locations, bike lane treatments, splitter islands, and apron design.
Martin/Alexlou/Bryson, P.C. 2
63
Qualifications for Orange County
300 East Main Street Trafflc Study
Main Street Properties / Carrboro, North Carolina
C(ient Reference: Laura Van Sant -(919) 656-5970
M/A/B perfo~ned a traffic study for a 400,000 square
foot xedevelopment project in downtown Catrboro.
The uriged-use project consisted of office, residential,
retail, and an art musewn. Anticipated trips generated
bp the site were distributed to the surrounding stteet
system and geometric, signalization, and pedestrian
safetp measures avere recommended in conjunction
with the new development.
West Main~Street Road Diet and Pavement Marking
Study anii'`~ak-Poplar Neighborhood Traffic Circulation Study
Town of Carrboro, North Carotina
Ciient Reference: Jeff Brubaker -(919) 918-7329
T'he West Main Stteet Road Diet and
Pavement Marking Studp and Oak
Poplaz Neighbothood Traffic
Circulation Study was a two-part project
ezam~+~~ng the feasibility of a toad diet
application on a section of West Main
Street in Cat~boro, NC and a
transportation study for the adjacent
Oak-Poplax neighborhood The road
diet study consisted of tca£fic and level
of service assessmen~ feasibilitp, need,
and impact analysis; and a draft
pavement marking plan for the
proposed road diet treatment. The neighborhood traffic citculation study identified egisting and
projected multimodal transportation conce~ns in the adjacent Oak-Poplar neighborhood,
including anp impacts from the road diet The two studies were joindy coaducted and involved
multiple public meetings including a neaghborhood walk with residents to identifp specific
concems and issues. The draft road diet pavement masking plan will be presented to NCDOT
fot project approval, to be completed after the ne.gt xesurfacing, and the neighborhood ttaffic
study identified a numbex of issues for more in depth study to improve mobility and access fox
the Oak Poplar neighborhood.
Martin/Alexiou/Bryson, P.C. 3
6 4~
Quali#ications for Orange Couniy
WakEMed~edeveiopment~rafficimpact-~tnalysis - - -
Duke Realty/ Raleigh, North Carolina
Client Referencs: Jeremy Fortier -(31~ 808-6431
M/A/B completed a TIA and signal
wartant analysis for the redevelopment
of a site along Sunr~ybrook Road near
Neav Bem Avenue. The redevelopment
will consist of 153,200 square feet of
medical office space, built in two
phases. The analysis incorporated
im.provements at an adjacent
intexsection of Calumet Drive that had
been a safetp concern for die City of
Raleigh and NCDOT. Additional off-
site i.mprovements included re-striping the Sunnpbrook Road approach at New Bern Avenue and
signal and electrical plans fox the intersection to accommodate these impxovements. A txaffic
signal is desired at the intersection of Suunybrook Road and the Main Enttance to accommodate
the site traffic, pedestrian traffic, and re-routed traffic from the improvements at the upstteam
Calumet Drive access restriction. Therefore, a signal warrant analysis v~as submitted to the Citp of
Raleigh and negotiations ate cutrently underwaq to incorporate the signal into the plans for the
WakeMed site.
Durham Public Schools Traffic Eng'ineering Services
Durham PublicSchools/ Durham, North Carolina
Ciient Reference: Tim Carr -(919) 560-2216
Over the last eight pears, Durham Public
Schools (DPS7 has contracted with M/A/B to
provide traffic engineering services fot several
schooLs undergoing aew construction and
renovations. T'he type of work performed fox
the schools has included TLAs, traffic signal
designs, transportation ma.nagement plans,
pavement marking plans, sidewalk designs, and
traffic signal designs for WG Pearson
Elementary, Creekside Elementary, Hebron
Elementarp, Treyburn Middle, and Jotda.n
High SchooL These studies also coasisted
Traffic Engineering Services fox Schools
Numerous Schools acxoss North Carolina of a review of site layout, including close
coordination with the NCDOT Mutticipal and School Transportation Assistance Unit (MS"I'A) to
ensure propex internal stacking distances fof vehicles and a safe environment for pedestrians. The
traffic studies included a capacity analpsis of local streets and intersections utilizing
Synchro/SimTraffic to determine any eBisting and future roadwaq deficiencies with the
construction of the schooLs. Manp of the adjacent intersections required new signals or signal
upgrades inclucling steel poles and mast a~ms, pedestriaii heads a,nd pedestals, and revisions to the
signal riming and phasing. AlI of these projects involved dose coordination between the
NCDOT, the. Citp of Durham, and M/A/B. Several projects required Major and Ttansportation
Spec,iai Use Permits due to the nutnber of peak hou= trips generated, therebp requixing expert
witness testimony at public heatings regarding roadway improvements and safety, traffic
congestion, noise, vibration and air quatity impacts.
martin/Afexfou/8ryson, P.C. 4
65
Qualifications of
Roger Waldon, FAICP
Clarian Associates
Roger Waldon is a Principal with Clarion Associates, with 34 years of experience as a professional
planner. He served as Planning Director for the Town of Chapel Hill for 21 years, directing the Town's
comprehensive planning and growth management functions. His work. has emphasized neighborhood
conservation and growth management, including preparation of land use plans and special area plans,
preparation and administration of design guidelines, transportation planning, annexation, capital
improvements, housing and community development initiatives, and evaluation of development
applications. Prior to his work for Chapel Hill, Mr. Waldon worked on regional initiatives as Director of
Planning Programs for the Triangle J Council of Govemments, a regional planning organization based in
the Research Triangle Park, North Carolina_ He has also served as an eleded official on the Chapel Hill-
Carrboro Board of Education. Mr. Waldon is a frequent speoker at national planning conferences, and
has lectured on planning topics at Universities in Massachusetts and North Carolina. His writing includes
articles on planning processes and neighborhood conservation, and a book published by the American
Planning Association, Planners and Politics. He is a contributor to the 2009 edition of ICMA's "Green
Book," Loca! Planning: Contemporary Principles and Practice. He is a Fellow of the American Institute of
Certified I~lanners, and recognized as one of the Top 25 Most Influential Planners in ~the 50 year history
of planning in North Carolina.
Represenfative Major Projects
^ Growth Management and Neighborhood Plans for Chapel Hilf, including land use, communify
facilities, housing, transportation, environmental protedion, neighborhood preservation,
downtown revitalization, and growth management elements.
^ Comprehensive Plans in Fredericksburg, VA; Orange County, NC; Iredell County, NC; Waxhaw,
NC; Johnston County, NC; Brentwood, TN; Tupelo, MS; Wilson, NC; Rock Hill, SC
^ Facilities Plan for school construction; Qrdinance provisions to link growth to school capacity in
Orange County, NC
^ Ur~an Design projecfis for downtown areas in Winston-Salem, NC; Thomasville, NC; Lancaster,
Texas; Chapel Hill, NC; Monfigomery, OH
^ Six Neighborhood Conservation DisfiricFs
^ Growth Management Strategies in Rock Hill, SC; Hillsborough, NC
^ Counfiy-Municipal Edge Management Agreemenfis
Prafessional History
^ Clarion Associates, 2005 - present
^ Planning Director, Town of Chapel Hill, 1984-2Q05
^ Director of Planning Programs, Triangle J Council of Governments, 1972-1984
Education
^ Master of Ci1y and Regional Planning, University of North Carolina at Chapel Nill
^ Bachelor of Science, Urban Studies and Planning, MIT
Professional Associations
^ Fellow, American Institute of Certified Planners
^ Charter Member, American Planning Association
~ L f~ €t 1 f~ ~
66
Qualificafions of
_ ..__ - __- . ._.. ..._-_.__. ------- _. ..__ __ _
---._. ._._.Cig~t"i 7~nne ~ri9. .
Glarion Associates _..
Leigh Anne King is a Senior Associate with Clarion Associates. She is a planner who has experience
working with local governments on planning initiatives inciuding: sustainabie community land use plans,
growfh management strategies, afFordab(e housing programs, development ordinances and design
guidelines, school siting, and open space planning_ She was the lead author of iwo award winning plans .
for Iredell Couniy and Wilson, North Carolina. She has spoken at several national and state-level
conferences on the topics of affordable workforce housing and (ocal food systems.
Project Experience
^ Com~rehensive and Sustainable Community Plans: Camden County, NC; Clemmons, NC;
Fredericksburg, VA; Hanover County, VA; Iredell County, NC; Manassas, VA; Rock Hill, SC; Tupelo, MS;
Union Couniy, NC; Waxhaw, NC; Wilson, NC
^ Growth Management Strategies: Eastern Orangeburg Couniy, SC; Rock Hill, SC; Hillsborough and
Orange County, NC
• Neighborhood and Small Area Plans: Emerold Isle, NC; Chap~l Hill, NC (five neighborhood conservation
districts); Wake Forest, NC
^ Zonin4 Ordinance Updates and Design Standards: Henrico Couniy, VA; Orange Couniy, NC; Powhatfan
Counly, VA; Biloxi, MS
^ Impact Fee Programs, Inclusionary Zoning and Linkage Fee Programs: Beaufort County, SC; Islamorada,
FL; Lee County, FL; Marathon, FL; Pafm Beach County, FL
• Other Planning EfForts: BRAC Regional Alliance Infrastructure Integration Plan; Local Area Regional
Transportation Plan for Westem Union County, NC; Dwidson County - Nashville, TN Open Space Plan
Professionat History
^ SeniorAssociate, Clarion Associates, Chapel Hill, North Corolina, 2005 - present
^ Research Assistant, Center for Urban and Regional Studies, University of North Carolina,
Chapel Hill, 2004-2005
^ Research Intem, The Conservation Fund, Chapel Hill, North Carolina, 2004
^ Land Use ProjecFs Coordinator, The Conservation Fund, Arlington, Virginia, 2000-2003
Ec[ueatiore
^ Master of Regional Planning, University of North Carolina, Chapel Hiil
^ Bachelor of Arts, Universify of Tennessee, iCnoxville
Rv[slications
^ Green Infrastructure Plan Evafuation Frameworks, Joumal of Conservation Planning, March 2005
(publrshed under maiden name - Leigh Anne McDonald)
^ White Papers on Housing Divers'rty and Affordable Housing for the Rocky Mountain Land Use Institute;
incorporated into the Model Sustainable Community Development Code
^ Worlcforce Housing and the Courfs, Planning and Environmental Law, October 2011
Prafessiorsa! Qssociatiar~s
^ LEED Accredited Professional
^ Member, American Planning Association (APA) and North Carolina Chapter (NC-APA)
^ Member, American Institute of Certified Planners (AICP)
~ ~. ~ ~; ~ ~ ~
67
Bachelor of Science,1977
Pennsyivania State University
University of Florence, 1975
Florence, Italy
Foreign Study Program through
Pennsylvania State University
Years of Egperience
27 with Corley Redfoot Architects
3 with other firms
Registratioa/Certifications
Regisbered Architect:
North Cazolina
Pennsylvania
Professional Affiliations
American Institute of Architects,
Member
Triangle J Region Sustainable Public
Facility Design and Development
Committee, Member
North Cazolina Solar Energy
Association
Community Service
Chapel Hill Rotary Club, Director of
Club Services and Boazd Member
Universiiy United Methodist Church,
Boazd of Trustees, Adminish~ative
Board, Chauman of Sanctuary Study
Committee
Kenneth E. Redfoot, AIA, LEED AP
President, Partner-in-Charge
Over the past twenty-five years, Ken has concentrated on
the public sector. The breadth of his work includes
educational, civic, health care and recreational projects.
Sustainability has been a high priority on many of his
commissions including East Chapel Hi11 High School,
Durham Technical Communiiy College's Orange Counry
Campus and the Chapel Hill Public Library Expansion. He
has also been involved in educational and sustainable
organizations such as the Triangle J Council of
Govemments Sustainable Public Facility Design and
Development Committee, the North Carolina Energy Smart
Schools Conference . and Rebuild America. Ken holds a
professional degree from the University of Pennsylvania.
RELEVANT PROJEGT EXPERIENCE
Orange Coanty
Orange County Justice E~ansion
Central Orange Senior Center
Orange County Social Services Center
Orange County Government Services Center
Chatham County
Chatham County Justice Center
Town of Chapel Hill
Library E~cpansion
Town Operations Center
Chapel Hill - Carrboro City Schools
East Chapel Hill High School
R D. and Euzelle P. Smith Middle School
Mel & Zora Rashkis Elementary School
Morris Crrove Elementary School
Mary Scroggs Elementary School
Orange County Schools
Cedar Ridge High School
Gravelly Hill Middle School
Orange High School Campus-wide Renovation
Orange High School Auditorium Renovation
Orange High School Field House Addition
Orange High School Wing 'D' Renovation
Dnrham Technical Community CoIlege
Orange County Off-Campus Center
~ corley redfo~t ar~hite~s~~.
orch+tects J ~gineets f ~an^crs
222 Cloister Court Chapel Hill, North Carolina 27514
919-401-8586
Edncation
Master of Architect~e,1980
University of Pennsylvania
68
_, ~ David M. Taylor, AIA, LEED AP
__. _ -- --- . ---- -- --- ._ .
a ner, ro~ec anager ---
Bachelor of Science, 1984
Clemson University
Charles E. Daniel Center for Building
Research and Urban Studies, Genoa,
Italy
Clemson University Study Abroad
Years of Experience
16 with Corley Redfoot Architects
9 with other f~rms
Registration/Certifications
Registered A,rchitect:
Narth Carolina
Professional AffiL'ations
American Institute ofArchitects,
Member
222 Cloister Court
Following nine years of experience in various azchiteciural
firms in Charlotte, North Carolina, David joined Corley
Redfoot Architects, Inc. in 1995 as the Project Architect for
the North Carolina Women's and Children's Hospital in
Chapel H'ill. Since then, David has led the design of the
firm's municipal, county and educational mazkets. He has
significant experience in sustainable and high performance
system design and integration in a wide variety of building
types including the Chapel Hill Town Operations Center,
Chatham County Justice Center and Rashkis Elementary
School. David earned a Master of Architecture from
Clemson Universiry.
RELEVANT PROJECT EXPERIE1vCE
Orange County
Piedmont, Food and Agricultural Processing Center
Orange County Justice Expansion
Central Orange Senior Center
Orange County Social Services Center
West Ten Soccer Center
Orange County Government Services Center
Chatham County
Chatl~am County Justice Center
Town of Chapel Hill
Library Expansion
Town Operations Center
Chapel Hill - Carrboro City Schools
R. D. and Euzelle P. Smith Middle School
Mel & Zora Rashkis Elementary School
Morris Grove Elementary School
Mary Scroggs EIementary School
Orange County Schools
Cedar Ridge Higli School
Gravelly Hill Middle School
Orange High School Campus-wide Renovation
Chatham County Schools
Northeast Chatham High School
~ cQrl~~ redfc~Qt archit~c~s~~.
orchStecls ~ enginee~s ( ptarviers
Chapel Hill, North Carolina 27514
919-401-8586
Education
Master of Architecture,1986
Clemson University .
69
Education
Bachelor of Science,1981
Civil Engineering
North Carolina State University
gachelor of Science, 1976
Biology .
Gannon University
Years of E~perience
23 with Corley Redfoot Zack
7 with other firms
Registration/Certifications
Registered Engineer
North Carolina
Professional Affiliations
Professional Engineers ofNorth Cazolina,
Member
American Society of Civil Engineers,
Member
Waier Resource Institute, Member
Commanity Service
Town of Chapel HiII, Storm Water
Management Committee
~
~ cra
222 Cloister Court
Michael L. Hammersley, PE
Partner, Civil Engineer
Mike is the principat engineer of Corley Redfoot Architect's
in-house Civil Engineering Department. In addition to
providing the civil engineering design services for all of the
architectural projects in the office, he has designed and
managed many parks and greenways throughout the
piedmont region. Mike is well versed and highly
experienced in the regulatory processes required to get a
project built and works closely with NCDOT, NCDENR,
county and municipal planning, erosion control, sewer and
water, and utility agencies.
PRO.JECT EXPERIENCE
Orange County
Orange County Justice Expansion
Central Orange Senior Center
Orange County Social Services Center
Orange County Government Services Center
Chatham County
Chatham County Justice Center
Town of Chapel Hill
Booker Creek Lineaz Park
Morgan Creek Greenway
Town Operations Center
Chapel Hill Public Library Expansion
Chapel Hill - Carrboro City Schools
East Chapel Hill High School
R. D. and Euzelle P. Smith Middle School
Mel & Zora Rashkis Elementary School
Morris Grove Elementary School
Mary Scroggs Elementary School
Transportation Center
Orange County Schools
Cedaz R.idge I3igh School
Gravelly Hill MiddIe School
C. W. Stanford Middle School Auditorium Addition
Orange High School Field House Addition
Chatham County Schools
Northeast Chatham High School
cc~rl~y redfao~ ar~hitects ~~
~~ t ~,~~~ i ~
Chapel Hill, North Carolina 27514
919-401-8586
70
Qualifications for 4range County
Relevant Experience
• Maple Commerce Park TIA, Currituck County,
NC. Project mauager for master planni.ng
and community charxette process for the
Maple Park Site and a two-phase TIA to
analyze the impacts of ultimate plan along
US 258 in Currituck, NC.
~ Morris Grnve Elementary Traffic Engineering 4nd
Koundabaut Deszgn, Ca~rboro, NC. Ptoject manager for TIA and fiznctional design of
xoundabout
• Durham Pul~lic Schoolr Tra~c Engineering Seryice,c Project manager to provide Durham Public
Schools (DPS) traffic engineering services to sevexal schooLs undergoing new construction
and renovations.
~ Ciy of Durham Tra~c Calming Studie.r, Durham, NC. Project transportation e,ngineer responsible
for detenni.ning eaisting vehiculai speeds and volumes, intetsection levels of service, meeting
with local residents, and recommendi~g traffic calming measures to alleviate problems within
three major City neighborhoods.
• Miactllaneorts Traffu Irrc~actAnaly.rer, ThrnughoutNC. Project manager for vatious traffic impact
studies for private and public clients including, univexsities, .developers, architects, and ott-cail
agteements with municipalities. Over 300 studies completed to date.
• Dare Couniy Board afEducation, NC. Project managex to ptovide traffic assistance for sevexal
schools slated for new construction or proposed zenovauons.
~ On-Call TIA Serrrices, Cary, NC. Project manager xesponsible for overseeing and reviewing
"I'IAs. To date, 65 traffic studies have been conduded as part of this contract including T7As
for numerous schools.
• TriangleMetro CenterTra~clmpactAnaly.ri.r, BTP, NC. Project trausportation engineer
responsible for detP+~+r;n;~g the traffic impact of a large multi-use development and regional
transpoYtation center. ~
• PerimeterPark IlI - SlaterPmperties, Mo~rzrville, NG Project manager for TIA for the proposed
1.5 million square feet, multiple building office development between NC 54 and Slater Road
south of NC 540. The study included peak hour traffic opexations analpses of more than 40
existing and future intersections and site accesses.
• Cmy Park~vay and High Hoar.re Kaad Intersection Im~irovement.r, Cary, NC. As principal-in-charge
oversaw the development of seven unique intersection alternatives, such as traditional
wideni.ng, qua.drant toadways, bowtie, and roundabouts.
• Do~vntown Baleigh Iivable Sireet,r Plan, NC. Project tcaffic engineer tesponsible for the
Synchro/SimTraffic modeling of the entixe downtown Raleigh stteet spstem consisting of
over 100 intersections.
• Fayetteville StrretBenai.rsance, I~aleigh, NC. As Project engineer, assisted in the design of the
reopen.ing of Fayetteville Street Mall to vehicular tsaffic and the conversion of Martin Street
and Hargett Street to two-way operation. Products included signal designs for 18
intersections, functional design of two-way street conversion, signiugplans, and striping
plans.
Martin/Alexiou/Bryson, P.C. 1
71
Qua{ifications for Orange County
Nathanael Austin, AfCP
Senior Project Manager
Relevant Experience
T~e.rtMain StreetBnad Dzetand PavementMarking
Study and Oak PoplarNeighborhood Tra~"zc
Circulation Study, Carrbom, NC. Project planner a
two-part project exa+?~i+~~ng the feasibility of a
road diet application on a section of West Main
Street in Carrboro, NC and a transportation
study for the adjacent Oak Poplat
rieighborhood
• Strategic Gmx~h Plan, Hi!lsbornugh, NC. Proj ect
plannet for lransportation element of Strategic
Growt~ Plan that analyzed transportation unpacts of four alternative gxowth scenarios fox
Hiilsborough. The four gtowth scenarios were modeled using the regional travel demand
model to detennine impacts on existing and future xoadavays. Altemative modes, including
transit, birycling, and walking, were also analyzed.
• Cape Fear Commute.r 2035 L.ong Kange Tran.r~ortatian Plan, IPilmington, NC. Project manager for
preparation of the LRTP for the W'ilmington Urban Area MPO. Kep tasks included
preparing the I'ublic Transportation and Financial elements of the LRTP, as well as project
pxioritization, environmental screening and environmental justice analysis, and contributions
to all othex required elements.
• I~e.rtern Union County LocalArea Xegional Transportatian Plnn, NG As Project mauager oversaw
all aspects of project development and implementation. The project is a good model for
small towns and rural areas on the urban fringe that are egperiencing ttemendous growth
pressuxe. The Plan is a multimodal plan with an emphasis on implementation and xegional
cooperation.
• Com~rehsnrive Plan, Union County, NC. Managed and developed the transportation element of
the Union County Comprehensive Plan Update. As pxoject planner, analyzed the
transportation impacts of altemative growth scenarios uril'~ the Metrolina travel demand
model, which helped shape the development of the updated land use plan.
• Comprehe~uive Plan, Iredell County, NG Managed and developed the transportation element of
the Isedell County Comprehensive Plan Update. The transportation element of the Plan
focused on meeting the t~ansportation needs of the communities along the major
transportation corridors while pxeserving the rural nature and quality of life of the xest of the
Countp. Alternative gxowth scenarios were analyzed and multimodal strategies developed for
futute growth areas.
• Com~irehe~cive Plan, City of Tupelo, MS. Managed and developed the ttansportation element of
the Ciry of Tupelo Comprehensive Plan. To assist in planning for future roadwap needs,
analyzed the trip generation and transportation impacts of two altemative growth scenarios.
• City ofFrederzck.rburg Comjinhensive Plan Uj~date, FredEricksbtsr~ VA. Project planner fox the
transportation element of the City of Fredericksbutg Comprehensive Plan Update. The
transportation element of the Plan focused on improving local transit and developing policies
and programs that encourage use of alternative modes.
Martin/Alexiou/Bryson, P.C. 2
72
Qualifications for Orange County
F~ _ Baoho~gVl(an,.E#~.D.,_PE __ -_--- ..._._.. --- `_ ------ _. ___
~ ` . ~ Senfor Associate
Relevant t Experience
Ca~rboro Elemetrtary Scbonl # 10, Carrboro, NG
As traffic enginees, conducted ttaffic unpact
analysis for the pxoposed school site that is to
host a 620-student elcmentary school and a
730-student middle school on Eubanks Road
in northern Cartboro. Pexformed traffic
simulation using VISSIM for a xoundabout
aualysis and functional design to improve
ttaffic opetations and enhance traffic safety in
the school area.
• Duke Schoal Belocation and E.xpanrion, Durham,
NC. As traffic engineer, conducted traffic
i.mpact analysis fot the proposed egpansion and relocation of a 470-student, pxivate K 8 school
relocation to the north side of Erwin Road near NC 751 in no=th Durham.
• Del TY~ebb Actzve Adult Commu~tity, Pulte Homer, :E~aleigh/Durbam, NC. As lead traffic engineer,
conducted ttaffic impact analysis for the active adult community proposed in southem Durham
near the Dutham/Wake county line.
~ VoyagerAcademy Schoolr, Hock Develapment,l7urbam, NC. As traffic engineer, conducted t~taffic
impact analpsi.s for a 500-student xniddle school, a 400-student high school, a 400-student
elementary school proposed on Ben Franklin Boulevard in north Durharr~ NC.
• Perimeter Park III - Slater Propertie.r, Morrisville, NG As traffic enginees, conducted traffic impact
atialysis fot the 1.5 million SF office park proposed between NC 54 and Sla,ter Road southwest
of the I-40 and NC 540 interchange. Perfo~med traffic opexations analpses of more than 40
existing and future intersections and site accesses. .
•~ Mangum Street Xedevelaj~ment, Durham, NC. As t~affic engineex, conducted traffic impact analpsis
fot the pzoposed mixed-use development consisting of 1.5 million SF office, retail, hotel, a.
confexence center, and high-rise residential uses in downtown Durham just north of NC 147
(Durham Fteeway). Aualyzed 15 e~sting and future intersections, four freeway ramps, and one
freeway weaving segment with Spnchro/SimTraffic and HCS+.
• Davi.c Park South and I~/est, Durham, NG As traffic engineer, conducted traffic impact analpsis for
the proposed 510,000 SF mixed-use Davis Park (previously Triangle Metro Center)
office/xesidenrial/retail development located along Davis Drive in the Triangle Reseazch Paxk
area. The study induded 6 interchange signals, 9 signalized intetsections, and 8 proposed site
accesses. Conducted twa updates to reflect on the,later program changes. ALso conducted
phasing analysis to analqze potential traffic impact and ttansportation mitigation for specific
development phases.
• PerlmeterPark ~3etail Site, Morri.rvilk, NG As traffic engineer, conducted traffic impact analpsis for
the pxoposed 150,000 SF commercial development on the comer of NC 54 and Carrington Mill
Boulevatd
• Cary Parkway and High Hou.ce Boad Inter.rection Impmvements Study, Cary, NC. As traffic engineex,
conducted ttaffic opexations analysis and simulation study to evaluate transportation
improvement altematives at the Cary Paxkway and High House Road intetsection.
Martin/Alexiou/Bryson, P.C. 3