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HomeMy WebLinkAbout2012-112 AMS - Clarion Associates LLC - Southern Master Plan Clarion Associates LLC©E)- [Departmental Use Only] TITLE Southern Master Plan FY FY11 -12 NORTH CAROLINA 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 Carolina 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 agree 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 Southern Human Services Campus. The Agreement scope is framed by Attachment A entitled "Scope of Work, Schedule and Budget ". ii) 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. iii) 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. Respwisibiilities of the Provider 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 fo -th herein and in accordance with the standards generally accepted in the profession. b. Standard of Care. Revised July .'010 i) The Provider shall exercise reasonable care 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 errors or omissions, in 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. iN) 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 l 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. v .) 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 210 2 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. ii) 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 until such time as Provider cures the breach. In the alternative, 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 June 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 overtime, as necessary, to perform his services in accordance with the approved project schedule at no additional cost to the County. Revised July, 010 iii) The Commencement Date for the Provider's Basic Services shall be May 15, 2012. 5. Compensation a. Conmensation for Basic Services. Compensation for Basic Services shall include all compensation due the Provider from the County for all services under this Agreement exc(pt reimbursable 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 amcunt stated on an invoice is disputed by the County, the 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 sati, factory services performed and work accomplished. Payments will be made as percentages of the whole as Project milestones as set out in Section 3(a)(ii) are achieved. (Fo)• 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 sati: factory 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. A& itional Services. County shall not be responsible for costs related to any services in add: tion to the Basic Services performed by Provider unless County requests such add tional services in writing and such additional services are evidenced by a written amendment to this Agreement. c. Reimbursable Expenses Reimbursable expenses are in addition to the fees for Basic Serlices and are 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 Project. 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. Payment 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 County and Provider and documented in writing with a letter signed by authorized representatives for County and Provider and, subject to budgeted funds. 6. Respon 4bilities of the County Revised July 2010 4 a. Cooperation and Coordination. The County has designated the (Jeff Thompson) to act as the County's representative with respect to the Project and shall have the authority to reader 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 rez.sonably required to render decisions and to furnish information. 7. Insurance 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; iii 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, ii ) Comprehensive Automobile Liability Insurance, including hired and non -owned vehicles, if any, covering personal injury or death, and property damage; and i-v) 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 Ratine. The minimum insurance rating for any company insuring the Provider shall be Best's A. If the Provider does not meet the insurance requirements the County's Risk Manager must be consulted prior to finalizing this Agreement. C. Limits of Coverage. Minimum limits of insurance coverage shall be as follows: INSURANCE DESCRIPTION MINIMUM REQUIRED COVERAGE • Worker's Compensation Limits for Coverage A - Statutory State of N.C. Coverage B - Employers Liability $500,000 each accident and policy limit and disease each employee • Commer -ial 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 Manager 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) required under this Agreement shall name the Revised July 2 )10 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. Indemnity. The Provider agrees to defend, indemnify and hold harmless the County from all loss, liability, claims or expense, including attorney's fees, arising out of or related to the Project and arising from bodily injury including death or property damage to any person or persons caused in whole or in part by the negligence or misconduct of the Provider except to the extent same are caused by the negligence or willful mi ;conduct of the County. It is the intent of this provision to require the Provider to inc emnify the County to the fullest extent permitted under North Carolina law. 9. Amendments to the Agreement a. Clianges 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 Provider sh,.11 proceed to perform the Services required by the Amendment only after receiving a ful.y executed Amendment from the County. 10. Termination a. Te- mination for Convenience of the County. This Agreement may be terminated without cat se by the County and for its convenience upon seven (7) days prior written notice to the Provider. b. Ot'ier Termination. The Provider may terminate 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. Compensation 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 2( 10 wz.iver of any claim for damages by the County for any breach of this Agreement or a w, iver of any other required compliance with this Agreement. 11. Additional Provisions a. Li nitation and Assignment. The County and the Provider each bind themselves, their successors, assigns and legal representatives to the terms of this Agreement. Neither the Ccunty nor the Provider shall assign or transfer its interest in this Agreement without the written consent of the other. b. GoverninLy Law. This Agreement and the duties, responsibilities, obligations and rights of respective parties hereunder shall be governed by the laws of the State of North Carolina. Di mute Resolution. Any and all suits or actions to enforce, interpret or seek damages with respect to any provision of, or the performance or non - performance 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 Agreement. 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 sig:ratures. e. Severability. 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 Par ties. f. Ownership of Work Product. Should Provider's performance of this Agreement generate documents, items or things that are specific 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 risk of the County. However, Provider shall have the right to utilize such documents in the course of its marketing and professional presentations. g. Non - Appropriation. Provider acknowledges that County is a governmental entity, and the validity of this Agreement is based upon the availability of public funding under the aut lority 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 2C 10 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 fiscal crisis. In i he event of a change in the County's statutory authority, mandate and/or mandated fun:tions, 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 , uch limitation or change in County's legal authority. h. Notices. Any notice required by this Agreement shall be in writing and delivered by cei tified 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 Market Street, Suite D Chapel Hill, NC 27516 IN WITNESS WHEREOF, the Parties, by and through their authorized agents, have hereunder � et their hands and seal, all as of the day and year first above written. ORANGE COUNTY: Bernadette Pelissier, Chair Orange County Board of Commissioners Attest: [SEAL 52 fi �th the Board PROVIDER: CLARIO AAS OC T S By: ` L404 IVA& Printed Na4 and Title ThA instrument has been approved as to technical content. Pamela Jon partment Director This instrument has been pre- audited in the manner required by the Local Government Budget and Fiscal Control Act. I" b A 4 Office of the Finance Director This instrument has been approved as to form and legal sufficiency. Revised July 2C 10 8 Office of ile ounty Attorney Revised July 2010 AO�RO" CLARI -1 OP ID: PL CERTIFICATE OF LIABILITY INSURANCE DMJDD/YYYY) THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS 0112 CE RTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. IMPORTANT: If the ce,tificate holder is an ADDITIONAL INSURED, the policy(les) must be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder In lieu of such endorsement s . PRODUCED PFS Insurance Group - JT 970- 635 -9400 N6NE ^CT 4848 Thompson Pkwy, Ste 200 970 -635 -9401 PNONE Johnstown, CO 80534 zt FAX John Hintzman EMAIL Arc NO ADDRESS: INSURED Clarion Ass �ciates of 621 17th St42250 Denver, CO 80293 O EMS ER B : StatQ ALItO ER c :Travelers Com D: rfuuswn uasuaity Company E:Zurich- American Ins Co 1 5 IC Ir 0 COVERAGES• INSURER F: CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAI THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHST{ NDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDIT ONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CMS. LT LAI R TYPE OF INSU_R,NCE POLICY NUMBER GENERAL LIABILITY MM /OD fYFYY MM /DCY P LIMITS B X COMMERCIAL GENERAI LIABILITY BOP2630684 MADVINJURY CE $ E2,000,01 ,000,0 08!01111 08/01112 -PREMISES i rrenca $ 300,0 CLAIMS•MADE [] OCCUR X Contractual e person) $ 5,01 INJURY $ ;000,41 GATE S GEML AGGR EGATE LIMIT AP _LIES PER I DED I X I RETENTIONS 10000 WORKERS COMPENSATION AND EMPLOYERS' LIABILITY A ANY PROPRIETORlPARTNFPA KECUTIVE Y J N E OFFICERrMEMBER EXCLUDED? NIA (Mandatory In NHI M yes, desuibe under DESCRIPTION OF OPERATIOI IS below D Professional Ltab. AUTOMOBILE LIABILITY C 782701390 ANY AUTO 09/15/12 X ALL OWNED BODILY INJURY (Per accident) $ PROPERTY AMAGE $ Per a dent AUTOS �ODULED 02792 X HIRED AUTOS X ICON -OWNED nUTOS EACH OCCURRENCE $ A(orPrr-ATC e UMBRELLA LIAB OCCUR B X EXCESS LIAR DED I X I RETENTIONS 10000 WORKERS COMPENSATION AND EMPLOYERS' LIABILITY A ANY PROPRIETORlPARTNFPA KECUTIVE Y J N E OFFICERrMEMBER EXCLUDED? NIA (Mandatory In NHI M yes, desuibe under DESCRIPTION OF OPERATIOI IS below D Professional Ltab. )755 (CO) 07/27/11 48/01/12 E.L. EACH ACCIDENT $ 1 6633097 ( FL, SC,NY) 07/01/11 07101112 E.L. DISEASE - EA EMPLOYE $ 1 E.L. DISEASE - POLICY LIMIT $ 1 1 -14029 08/23111 1 08/23/12 (Prof Liab 1 DESCRIPTION OF OPERATIONS ! LO:ATIONS ! VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if rnm space is requlred) insulting Services /Where required by written contract or written sgreement,certificat.e holder is included as additional insured with respect to General Liability and Auto. 30 day notice Of cancellation applies, Exception: 10 day notice for non - payment. County of Orange Financial Services 200 S. Cameron St P.O. BOX 816 I ACORD 25 (2010/05) ORANG -1 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ©1988 -2010 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD rnuum 15 - COMPlOP AGG $ $ 782701390 09/15%11 09/15/12 COMBINED SINGLE LIMIT Ea accident $ BODILY INJURY (Par person) $ BODILY INJURY (Per accident) $ PROPERTY AMAGE $ Per a dent 02792 08/01/11 08/01/12 EACH OCCURRENCE $ A(orPrr-ATC e )755 (CO) 07/27/11 48/01/12 E.L. EACH ACCIDENT $ 1 6633097 ( FL, SC,NY) 07/01/11 07101112 E.L. DISEASE - EA EMPLOYE $ 1 E.L. DISEASE - POLICY LIMIT $ 1 1 -14029 08/23111 1 08/23/12 (Prof Liab 1 DESCRIPTION OF OPERATIONS ! LO:ATIONS ! VEHICLES (Attach ACORD 101, Additional Remarks Schedule, if rnm space is requlred) insulting Services /Where required by written contract or written sgreement,certificat.e holder is included as additional insured with respect to General Liability and Auto. 30 day notice Of cancellation applies, Exception: 10 day notice for non - payment. County of Orange Financial Services 200 S. Cameron St P.O. BOX 816 I ACORD 25 (2010/05) ORANG -1 SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS. AUTHORIZED REPRESENTATIVE ©1988 -2010 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD 4 A Scope of We rk, Schedule, and Budget Southern Orange Campus Master Plan — Clarion Team April 25, 2012 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. Phase 1 Task 1: Project Initiation and Review of Information. Review the Vision, Objectives, and Fundamental Principles for this initiative with County staff in order to construct a detailed project schedule and citizen engagement strategy. Assemble and review Orange County's most current facility, service plans, and related policy plans. Review previously prepared and approved plans for this site to determine what information needs to be updated. Assemble, review, and summarize information from related current initiatives, including the Carolina North Development Agreement, plamied transportation improvements, and the Chapel Hill 2020 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. Review Orange County discussions regal ding 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 Committee (to include representatives from Orange County Board of Commissioners). Confirm targets for building and facility space for this site. PROJECT TASK 1. • OF •• • CLARION TEAM: ORANGE COUNTY STAFF: Meeting with Orange County project management team. Initial meeting with consultant 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 relevant to this site and its surroundings, in both digital and hard copy format wherever possible. Prepare summary of data, regulations, plans, studies, and Gather information, review and comment on summary. conditions. Prepare series of GIS snaps. Assist in gathering GIS layers for mapping. SCHEDULE Completed: 6 weeks zfter Project Initiation • Task 2: Concept Plans. Prepare three conceptual plans for additional buildings on this site, with altercate approaches to building siting, undisturbed areas, parking, walkways, and connections to off - site bike and sidewalk network. Prepare estimates of square footage yields and transportation implications of the additional buildings and services (streets, transit, parking, bike and pedestrian mov ,,ments). Include options for park- and -ride facility, coordinating with on -site parking needs. Arrange for survey of the site (to be contracted separately by Orange County). Describe phasing options, to include consideration of a 25 -year buildout, options for building construction 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 Cou,ity Board of Commissioners to select preferred concept. e 1 Southern _ e i.Y, <, Master l'I,r pac a "n Scope of Work, Schedule, and Budget Southern Orange Campus Master Plan — Clarion Team April 25, 2012 CONCEPT TASK 2: OUTREACH ORANGE COUNTY STAFF: CLARION TEAM: ORANGE COUNTY STAFF: Preparation of 3 alternative concepts for development of the site. Review and comment on proposed alternatives, and Describe advantages and disadvantages of each. Prepare discussion of work with consultant in preparing conceptual plans. general transportation impacts of full development of the site. Staff comments to consultant one week after receipt Prepare phasing options. of draft products. Present concepts to Orange County Board of Commissioners for review Arrange for logistics and notifications for Board of Commissioners meeting. Assist in distributing and comment. materials. SCHEDULE Completed: 10 weeks after Project Initiation • Task 3: Community Outreach. Conduct stakeholder interviews and engage the public in a dialogue about service needs and county facilities in Southern Orange County, and the possibilities for additional facilities on this site, including a park- and -ride lot. (Citizen engagement strategy determined during Task 1.) Arrange for public review and comment on the selected concept. (Public review plan determined during Task 1.) COMMUNITY TASK 3: CLARION TEAM: OUTREACH ORANGE COUNTY STAFF: Conduct development 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. Prepare 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 options for road improvements in the area 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 immediate site improvements. The Master Plan will address future development of the site, areas to be preserved, attention to slopes and stormwater management issues, transportation improvements that would be needed, and required infrastructure improvements, identification of impacts on surrounding residential neighborhoods, and identify areas of environmental sensitivity. The Master Plan will be accompanied by a narrative report that summarizes existing conditions, explains the Orange County facility needs that may be addressed here at the Southern Orange Campus. The Master Plan will draw a link between use of the site, sustainable design principles, infrastructure 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. building drawings as portions of the •site become ready for development The, Design Scope of Wo -k, Schedule, and Budget Southern Ore nge Campus Master Plan — Clarion Team April 25, 2012 Guidolines for the site will address height, density, massing, public access, and energy conservation issue;; both for site and building design. The Plan will include planning -level options for road improvements, along with intersection, transit, bicycle, and pedestrian improvements in the area that may )e 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 accommodation of transit service. The Draft Master Plan will be presented to the Orange County Boars of Commissioners for endorsement. TASK 4: DRAFT MASTER PLAN CLARION TEAM' ORANGE COUNTY STAFF: Finalize Master Plan and Design Guidelines for review and Review drafts with consultant team. Staff comments Prepare Draft Masten Plan, Phasing Plan, and Design Guidelines. to consultant one week after receipt of draft products. Prepare materials tc submit to the Town of Chapel Hill for review and approval following Orange County action. Take Arrange for logistics and notifications for Board of Present Draft Master Plan to Orange County Board of Commissioners Commissioners meeting. Assist in distributing for endorsement. materials. SCHEDULE Completed: 18 weeks after Project Initiation Task 5: Final Master Plan. Upon endorsement by the Board of Commissioners, complete the preparation of a final Master Man for the site. Identify possibilities for immediate site work to address parking improvements and possible preparation of building footprints. Prepare a submittal to the Town of Chapel Hill to modify the 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. TASK 5: FINAL MASTER PLAN CLARION TEAM: ORANGE COUNTY STAFF: Finalize Master Plan and Design Guidelines for review and Assist in accomplishing final revisions. Staff comments to consultant one week after receipt of draft products. Arrange approval by Orange County Board of County Commissioners. for process of taking the Master Plan to the Board of County Commissioners for review and approval. Prepare materials tc submit to the Town of Chapel Hill for review and approval following Orange County action. Take Work with consultant team in presenting Master Plan to the materials throuch the process to achieve final Town appropriate regulatory boards and commissions for approval. action. SCHEDULE Orange County Final Action and Submittal of Application to Town of Chapel Hill: 5 months after Project Initiation. Sa Southern €� ran qti !�'ar. ,pus Iawter an Page 3 Scope of Work, Schedule, and Budget Southern Orange Campus Master Plan — Clarion Team April 25, 2012 Phase 2 • Submit an application 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. • 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 Plan that are mandated as a result of that process. • Timing for regulatory approval by the Town of Chapel Hill to be determined by Town schedules. Project Schedule: The timeline anticipates 5 months from Project Initiation to submittal 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 final approvals. TASKS PHASE 1 Task 1: Project Initiation and Information Review .._ ..... _ .... ....._---...._.._........__.-----._.__._ ..._. .... _ .... ._....__._.....__ _ _ Task 2: Prepare 3 Concept Plans ......... .... -_ ._.... ......_..._.._......._...... ..............._....._... ....................__..._..... Task 3: Community Outreach _ .......... ---- .... ................................. _. _ ........ Task 4: Draft Master Plan .... ..... --- ........ ._._.. ......... ------._..._........................ .... ._ ........ ..........._..._....... ........ . Task 5: Final Master Plan PHASE 2 Take through Chapel Hill Process Y; r .�- tai "a C. LM ( A Scope of Wo,k, Schedule, and Budget Southern Orange Campus Master Plan — Clarion Team April 25, 201 :1 Project Budget: The project budget for completion of this Clarion- proposed Scope of Work for Phase 1 of this Master Plan iuiitiative 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 executed. Estimate of the cost of surveying services for Phase 1 is $11,800 plus reimbursables A second bud,;et 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 fe,,s 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 procass. The budget for Clarion work on Phase 2 is expected to range between $26,000 to $28,000, depending on the number of meetings and needed resubmissions. Proposed here is establish a reimbursement mechanism fc r 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. fA Gl v PHASE 1 Task 1: Project Initiation and Information Review $ 8,000 $ 1,600 Task 2: Prepare 3 Concept Plans $ 23,600 $ 2,000 Task 3: Community Outreach Task 4: Draft Master Plan Task 5: Final Master Plan $ 12,000 $ 1,600 $ 15,600 $ 2,000 $ 8,800 1 $ 800 O F $ 9,600 ........................ . ............ .. $ 25,600 $ 13,600 . . . ......... . .............. $ 17,600 $ 9,600 Total Clarion Team Budget, Phase 1 $ 68,000 $ 8,000 $ 76,000 PHASE 2 Estimated Range of Clarion Team Budget $26,000 $5,000 $31,000 Phase 2 to to to Not to Exceed: $34,000 $2g 000 $6,000 $34,000 SotiTli"'rn CC?.nae Cc moms fVia cg ,r Pian Peace 5 101 Market Street Suite D Chapel Hill, N.C. 27516 919.96;'.9188 Fax 91 ' 9. 967.9077 February 27, 2012 (VIA HAND DELIVERY) Planning and Zoning Growth Management Market Analysis Real Estate Consulting Sustainability David E. Cannell, Purchasing Agent Purchas ing Division, Orange County NC 200 Soi:th Cameron Street Hillsboi ough, NC 27278 (919) 245 -2651 A.n4c$1A#&j or 8 C L A R I O N Response to Request for Proposals for Preparation of a Southern Orange Campus Master Plan (RFP # 5181) Dear Mr. Cannell, On behalf 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 experti, a in land use planning, design guidelines and standards, plan implementation, and public participation strategi,-s. We have joined forces on this effort with an outstanding team of firms and individuals with the necessary skills and disciplines to meet the challenges of this exciting project. Our partners include Corley Redfoot Architects with extensive skill and expertise in helping governments and institutions construct long -ra ige master plans; and Martin /Alexiou /Bryson for tasks involving transportation and transit planning. As Pro' ect 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 inil iative, but also have direct experience working with, in, and around Orange County. Clarion Associates is one of the most experienced firms 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, and in helping to construct an Intergovernmental Growth Management Strategy executed between the County and the Town of Hillsborough. We have worked with Hillsborough on land use planning and ordinance 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 Director 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 track 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 planning approaches. • Martin/Alexiou Bryson has been the go -to firm for mobility issues in and around Orange County. In addition to the firm's ongoing advocacy of creative solutions to promote multi -modal transportation opportunities, M /AB has developed systems to monitor and evaluate transportation conditions in Orange County continuously over the last ten years. ,5 -r LAsu&5�� This group of professionals understands the conditions, character, and values of this community, an understanding acquired through direct and extensive work here. We are very familiar with the last Master Plan prepared for this site in 2006 and as Orange County citizens we are proud of the Seymour Senior Center and the Southern Human Services Center on this site and the success of those facilities. But this project also needs some "out of the box" thinking, and needs a fresh perspective to a complement the local knowledge and expertise. We understand the paramount 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 currently provides and will provide on this site, transportation and mobility issues, and relationship to adjacent and nearby properties. Key considerations will include 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: National / North Carolina Experience Preparing Plans and Implementation Strategies: Team members have assisted local governments. throughout North Carolina and the nation in successfully preparing 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 culture and values of Orange County. Public Participation: Our team members are 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 Sustainability: Clarion is a national 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 future, focusing on measures that will help this Homestead Road site continue to develop in a responsible and resilient manner. Focus on Service Delivery: We understand the challenging fiscal picture 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 Southern Orange County. Senior Level Professionals Committed to Project: All of our key team members are seasoned professionals with many years of experience in planning, all of whom will be directly involved in this project from start to finish. The workloads of these three firms are all conducive to an immediate start on this project and commitment through to timely completion. We have addressed similar issues in similar settings, and have extensive local government planning experience. 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 prospect of this opportunity to work with Orange 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 further information. Very truly yours, ,:; e", S U J J.., - Roger Waldon, FAICP Principal, Clarion Associates D TABLE OF CONTENTS C L A R 1 0 N 1. Executive Summary ................................................... ..............................5 Project Understanding ................................................... ............................... 5 Team Members, Structure, Organization, and Interaction............ 7 ProjectApproach .............................................................. ............................... 7 2. Project 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 Task4: Concept Plans ..................................................... .............................15 Task 5: Draft Master Plan ............................................ .............................16 Task6: Final Master Plan ............................................. .............................16 S. Related Project Experience ................................... .............................18 6. Summary ................................................................... ............................... 26 A: 'PENDIX Firm Profiles Resumes Southern Orange Campus Master Plan Fade 4 1. EXECUTIVE SUMMARY C L A R 1 ® M 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 Southern 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 County and developed in two stages so far, 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 Chapel 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 Southern Orange Campus. We are very familiar with the planning and visioning for this site and areas around it that have taken place so far. We visited the Chapel Hill Planning Department to review the files for this site (including the Special Use Permit and Master Plan for this site prepared by Orange County and approved by the Town in 2005, shown at left), and subsequent revisions and updates to the planning for this site (example, the 2006 Concept Plan shown on the page to the right). We have also reviewed the status of planning for Carolina North (including review of the Development Agreement that has been executed between Chapel Hill and the University) which has significant implications for this Southern Orange County Campus site. We have been assembling these pieces as the starting point for preparation of this new Master Plan. This project 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." We 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 development initiatives. Transitions between residential and non - residential areas are always critical, and we know how to address that issue. Southern Orange Campus [,!aster Plan Page 5 C L A R 1 0 N southern Orange Campus Master Plan Page 6 apyt . Oa P C 1. A R 1 TEAM MEMBERS, STRUCTURE, ORGANIZATION, AND INTERACTION Clarion Associates will take 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. Full descriptions of these firms and examples of work are included in this proposal and in the appendix, as are resumes of key team members. On the County side, we anticipate 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 with preparation of this Master Plan. We are flexible in consideration of this Scope, and look forward to an opportunity to discuss and refine it with the County. Our current suggestion for a Scope would involve seven tasks: • Task 1: Project Initiation. Review the Vision, Objectives, and Fundamental Principles for this initiative with County staff in order to construct a detailed project schedule and citizen engagement strategy. Assemble and review Orange County's most current facility and service plans. Task 2: Assemble Background Information. Review previously prepared and approved plans for this site to determine what information needs to be updated. 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: Community Outreach. Conduct stakeholder interviews and engage the public in a dialogue about service needs and county facilities in Southern 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 additional buildings on this site, along with descriptions of possible County services that could populate those new buildings. Prepare estimates of transportation implications of the additional buildings and services (streets, transit, parking, bike and pedestrian movements). Arrange for public review and comment on the concepts. (Public review plan determined during Task 1.) Southern Orange Campus Master Flan Page 7 I R C L Q R 1 O N Task 5: Draft Master Plan. Prepare a draft 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. Prepare recommended Design Guidelines for use in designing sites, buildings, parking, and walking areas. 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 County Board of Commissioners, prepare a submittal 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 Plan that are mandated as a result of that process. W.- outline a Project Approach in this proposal to achieve these outcomes. We su;gest in our approach that the first step be a Project Initiation meeting to review the approach in detail, identify stakeholders, and determine a specific project schedule and Public Participation strategy. At this initiation meeting we ah o will propose logo options for the branding of this project, to help promote citizen engagement and ownership. We understand that the timeline for this work is important. We have put to;;ether a draft scope of work and schedule for completion of tasks that will achieve the outcomes (up to the point of submission of an application to the Town of Chapel Hill) within eight months of project initiation. Arid, throughout the initiative, extensive and robust citizen engagement. The challenge: do what Orange County does best - - involve citizens, stakeholders, leaders, and designers in formulating a Master Plan that (1) meets the County's needs for facilities; (2) is fiscally and environmentally prudent; and (3) continues Orange County's tradition of quality and purposeful governance. S )uthern Orange Campus Master Plan Rage 8 I y� C L A R i Q N 2. PROJECT TEAM A brief overview of each firm and its key team members is provided on the following pages, along with a description of their role on the project team. Full resumes appear in the Appendix. Marion Associates Project Manager Roger Waldon Project Associates Leigh Anne King Corley Redfoot Architects Ken Redfoot Martin /Alexiou /Bryson Lyle Overcash Clarion Associates is a national planning and real estate consulting group with offices 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, design, land use law, and real estate economics allows creative solutions to difficult land use, growth management, and design questions. Clarion is particularly known for its expertise in land use and plan implementation. Clarion has prepared Master Plans, Comprehensive Plans, Growth Management Strategies, and Zoning Ordinances throughout North Carolina and the nation. A particular area of focus is emphasis on principles of sustainability and resiliency. A summary of Clarion's qualifications, expertise, and awards is included in the appendix. Southern Orange Campus blaster Plan page 9 C L A R I O N 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 Planning Association as "one of the nation's leading planning prE ctitioners," 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 foimer elected official, contributed to the success of numerous planning initiatives, including: preparation and implementation of comprehensive plans, growth management strategies, special area studies, transportation plans, institutional partnerships, intergovernmental agreements, and zoning ordinance up sates. He has helped to develop plans and growth management strategies for numerous NC municipalities (Chapel Hill, Hillsborough, Wake Forest, Wilson, Cl;mmons, Matthews, Waxhaw, Emerald Isle) and NC Counties (Orange, Iredell, Union, Johnston, Moore, Perquimans). His work in other southeastern states includes Fredericksburg, Manassas, Hanover County, and Powhatan County in Virginia, along with Rock Hill and Beaufort County, South Carolina, TLpelo and Pascagoula Mississippi, and Brentwood Tennessee. Mr. Waldon is a momber of the College of Fellows of the American Institute of Certified Planners, and author of Planners and Politics, a book published by the American Planning Association. He is a frequent speaker at state and national conferences on best planning practices, and has been named as one of the 25 most influential planners in the first 50 years of planning in North Carolina. He will be assisted in this project by Clarion Associates Leigh Anne King and Dorothy Ariail. Corley Redfoot Architects is a long - established architectural and design firm headquartered in Orange County, offering architecture, civil engineering, and construction administration services. For over 30 years, Corley Redfoot Architects has been providing design services in the public re alm. Clients have included state universities, and governments at the municipal, county and state levels - including Orange County Government projects such as the Southern 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 w )rk requires 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 efficiently. C 2A has led master planning efforts on man y local public projects including C lapel 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 plan needs to address issues at all levels. For many years, CRA has worked in this fashion, being ir. clusive 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 ps•inciples as the basis of its master planning and design work in the public realm. Snuthern Orange Campus Master Plan Page 10 o` y C L A R 1 O N CRA has incorporated sustainability and environmental sensitivity concepts into every planning and design project it performs. An effective master plan must consider the programmatic and intangible aspects of a project, but it also must address the tangible traits of a site, including stormwater management, orientation to the natural elements, topography and other natural features. Since master plans generally transform into the built environment, a design team with planners, engineers and architects can effectively plan the functions and relationships of a program, as well as provide pragmatic direction on its implementation. Descriptions of CRA's expertise and summaries of relevant successful projects are included in this proposal. Ken Redfoot will lead the firm's work on this Master Plan, assisted by architect David Taylor and engineer Mike Hammersley. Included in Corley Redfoot's extensive portfolio of successful projects are several key Orange County facilities: the current Southern Human Services Center on this site, the Central Orange Senior Center, and Orange County's main John M. Link, Jr. Government Services Center. Martin /Alexiou /Bryson P.C. (M /A/B) is a Raleigh -based consulting firm specializing in transportation planning and traffic engineering, with an emphasis on multi -modal transportation options. The exceptional depth and breadth of staff experience has earned M/A/B the opportunity to participate in a variety of important and innovative projects throughout the state and country. Since its inception, the firm has undertaken more than 500 projects for clients ranging from state departments of transportation, cities and towns, metropolitan planning organizations, transit authorities, developers, architects, and multiple universities and colleges. A key M/A/B professional on this project will be Than Austin, who has extensive experience working with Orange County communities and IJNC. Prior to joining M/AB, Than was a planner for two cities recognized for progressive planning and innovative transportation: Chapel Hill, North Carolina and Davis, California. He is especially interested in helping communities understand the implications of land use decisions on transportation systems. He is experienced in bicycle and pedestrian planning, campus transportation planning, preparation of NEPA documentation for major transportation improvement projects, and land development and site plan review. Than is especially accomplished in a variety of public involvement methods. 3. CONSULTANT RELATIONSHIP TO STAFF /PUBLIC This will necessarily be a collaborative project. The working 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 conversations and meetings. We intend to produce a monthly status report on the project to share with staff and others as appropriate. We are anticipating that meeting logistics be the responsibility of Orange County staff. We anticipate working out an arrangement for regular posting of products on the County's website. We look forward to talking about logistics for citizen review of draft materials. Outreach to citizens, residents, property owners, stakeholders, Southern Orange Campus Master Plan Paqe 11 . Cu 0� d C L A R I O N anc the public at large will be an important part of the project, and we offer ideas at tae 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 plan approach. We of .r this approach based upon our experience in preparation of similar plans in oth ,-r communities, and our understanding of the objectives of this Southern Orange Campus Master Plan initiative. We maintain flexibility in offering this apI roach, and would be pleased to discuss adjustments 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 timeframe (up to the point of ;submittal of application materials to the Town of Chapel Hill for review and apI roval). The work program consists of six tasks, listed below. We note above how this initiative needs to be approached as a collaborative venture involving coordinated work by the consultant team and County staff. Roger Waldon will ser7e as project manager, and we expect that approximately 15 -20% of his time will be allocated to this project 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 final scope of services). Ta., ks 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 Master Plan into and through required processes for review and approval. Following a description of the individual tasks are sug gestions regarding community involvement strategies. TASK 1: PROJECT INITIATION AND CITIZEN ENGAGEMENT STRATEGY In Task 1 the Clarion team and Orange County staff will meet to establish the detailed calendar and scope for the project. A liaison structure to assure smooth, day -to -day project management and coordination will be put in place. This sccpe assumes that staff management of the project will consist of a single staff leas person (a Project Manager) who will be the primary local contact. Roger WzIdon 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, environmental studies, infrastructure studies, related plans and studies, relevant regulations, and other relevant background studies and information. Copies in both digital and hard copy format shall be transmitted to Clarion whenever possible. The Clarion team will work with the County to obtain GIS databases. Th,- consultant team, working with Orange County staff, will review recent and current County practices for citizen/stakeholder engagement to determine which of those practices are appropriate for this project. Those practices will then be supplemented with ideas suggested by Clarion based on past experience (such as po :;sible keypad polling events, workshops) to construct a Citizen Engagement Strategy that will be used throughout this process. Interactive Meetings We often use keypad polling technology in meetings to gain immediate feedback from attendees. This technique ailo� -vs us to quickly get a sense of now the community reacts to different conc.eots and ideas; and orol cAes yeas -t €me resaa'�se to meet;nr attendees. Southern; Orange Campus plaster Plan Page 12 C L A R 1 0 N Preliminary ideas for the Citizen Engagement Strategy: We have mechanisms, techniques, and technologies that we have used successfully in other communities, and 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 /email distribution of materials. In addition, we intend to suggest use of a keypad polling technology that we have found to be useful and successful in eliciting public opinion. We look forward to introducing that technology and getting feedback from staff regarding its possible 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 should be considered in preparing alternative concepts for the site; and a second to ask for comment and feedback on alternative concepts. Citizen engagement is always important. Communication and outreach efforts especially need careful attention for this Master Plan initiative, due to currently - underway community dialogues about Carolina North impacts, and also about a new major residential development being proposed immediately to the west of this site along Homestead Road. Finally, protocols will be established so that the consultant team will prepare regular progress reports in a format to be determined. There will be regular communication with the County's project manager and the consultant team will provide work products and status updates as key tasks are completed. - qt -�— R,/{ ,Nw W i• qty +�+n Y MWdiamfly Y 6nstlee�ff.�w I16116i1N1a1. TASK 1: "' • 01 conultant hours) CLARION TEAM: ORANGE COUNTY STAFF: Meeting with Orange County project management team. Initial meeting with consultant project management team. Finalize work plan, identify stakeholders. Finalize work plan, identify stakeholders. Transmit plans, transportation studies, environmental Review background information. studies, infrastructure studies, related plans and studies, and other information relevant to this site and its surroundings, in both digital and hard copy format wherever possible. SCHEDULE Completed: 1 month after Project Initiation TASK 2: ASSEMBLE BACKGROUND INFORMATION The Clarion team will review all transmitted background information provided by the County and other agencies to synthesize a description of existing data sources and policy documents relevant to this site. Determination will be made Snuthern Orance Campus Master Plan Page 13 C .r s a C L A R 1 O N 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 Mf.ster Plan for this site. Examples of initiatives to be reviewed: • Carolina North Proposals and Development Agreement • Planned transportation improvements and studies • Chapel Hill 2020 • Orange County Comprehensive Plan • Nearby development proposals under consideration (e.g., the Retreat residential development proposed along Homestead Road) A Summary matrix will be constructed that synthesizes and organizes these key facts and ideas from each initiative. This summary matrix will serve as a key po int of reference throughout the Master Plan project. TASK 2: ASSEMBLE BACKGROUND INFORMATION CLARION TEAM: (75-100 conultant hours) ORANGE COUNTY STAFF: 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 GI i maps. Assist in gathering GIS layers for mapping. SCHEDULE Completed: 2 months after Project Initiation TASK 3: COMMUNITY OUTREACH In Task 3, identified stakeholders will be interviewed to gain perspectives on the si :e and facilities proposed for consideration, to clarify opportunities and e3 pectations, and to understand constraints. The approaches and techniques to this early community outreach and stakeholder involvement will be determined during Task 1. Interviews will include both internal stakeholders (County Departments providing services) and external stakeholders (users of County services and neighbors of the site). A Public Information 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 considerations are most important to have on the table a: work on the Master Plan proceeds. Southern Orange Campus Piaster Plan Page 1.4 . fo° 0a° ° C L A R 1 TASK 3: COMMUNITY OUTREACH (100-300 CLARION TEAM: consultant hours) ORANGE COUNTY STAFF: Conduct development stakeholder interviews. Arrange logistics for stakeholder interviews. Conduct Public Information Meeting Arrange logistics for Public Information Meeting. SCHEDULE Completed: 3 months after Project Initiation TASK 4: CONCEPT PLANS Based upon the previous plans and visions for development of this site, ideas and concerns growing out of the public outreach efforts, and in consideration 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 development will be prepared, along with analysis of the 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 pedestrian- oriented design of buildings and with principles to be included in siting buildings. Emphasis will 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. TASK 4: CONCEPT PLANS (150-300 consultant hours) CLARION TEAM: ORANGE COUNTY STAFF: Preparation of 3 alternative concepts for development of the site. Describe advantages and disadvantages of each. Prepare discussion Review and comment on proposed alternatives, and of likely transportation impacts of full development of the site. work with consultant in preparing conceptual plans. Conduct a second Public Event to review alternative concepts and Arrange for logistics and notifications for public elicit comments. meeting. Assist in distributing materials. SCHEDULE Completed: 5 months after Project Initiation Southern Orange Carnpus Muster Flan rave 15 . f.e C b, TASK 5: DRAFT MASTER PLAN C L A R 1 ® N Ta: k 5 focuses on preparation of a draft 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 will adc.ress parking issues (number and placement of parking spaces) and pec estrian/bicycle circulation issues. The Master Plan will address future deN elopment of the site, areas to be preserved, attention to slopes and sto:mwater management issues, transportation improvements that would be needed, and required infrastructure improvements. neighborhoods) and also are is 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 Southern Orange Campus. Thf: Master Plan will draw a link between use of the site, sustainable design principles, infrastructure 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 building drawings as portions of the site become ready for development. The Design Guidelines for the site will address height, density, massing, public access, and energy conservation issues both for site and building design. Thf; Plan will 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. Mobility considerations will include access to future Carolina North facilities, pedestrian access connecting to all surrounding are is, and accommodation of transit service. TASK 5: DRAFT MASTER PLAN (200-300 CLARION TEAM: consultant hours) ORANGE COUNTY'STAM Analyze existing conditions and present alternative infrastructure configurations for : onsideration. Provide information and review possible alternatives with consultant team. Prepare a report summarizing findings and potential approaches. Review and comment on report. SCHEDULE [Completed: 6 months after Project Initiation TASK 6: FINAL MASTER PLAN Ta.,k 6 pulls together all the information and work products from Tasks 1 -5 for the purpose of constructing a Final Master Plan and a recommended set of De sign Guidelines for the Southern Orange Campus site. Upon approval of a Master Plan by the Orange County Board of Commissioners, the consultant will prepare a submittal to the Town of Chapel Hill to modify the existing Special Usi; Permit for the site. The consultant team and staff will work to take the Mc dification application through the Chapel Hill review and approval process, So!athern Orange Campus Master Plan Page 16 ' Cao li C L A R 1 0 N including presentation to appropriate boards, 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 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. (This team is particularly well suited for this submittal - review- approval process, having successfully brought numerous projects through Chapel Hill's review and approval process.) TASK 6: FINAL MASTER PLAN (100 -200 consultant hours) CLARION TEAM: ORANGE 0OUNTY STAFF: Finalize Master Plan and Design Guidelines for review and action by Assist in accomplishing final revisions. Arrange for process of taking the Master Plan to the Board of Orange County Board of County Commissioners. County Commissioners for review and action. Prepare materials to submit to the Town of Chapel Hilt for review Work with consultant team in presenting Master Plan and approval following Orange County action. Take the materials to appropriate regulatory boards and commissions for through the process to achieve final Town action. approval. SCHEDULE Orange County Final Action and Submittal of Application to Town of Chapel Hilt: 8 months after Project Initiation Timing for regulatory approval by the Town of Chapel Hill to be determined by Town schedules. Southern Crance Campus piaster Flan rage 17 ®t> F 5. RELATED EXPERIENCE C L A R I O N 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 inil iative. We present here a summary of some of these projects. Town O aerations Center NCSU I4aster Planning Session Rashkis Elementary School East Cb apel Hill High School Sustain ibility Trail MASTER PLANNING EXPERIENCE Corley Redfoot Architects has provided master planning services for a variety of clients in the local area. Each of these projects involves the depiction of a future vision. Whether the vision relates to a specific governmental department or university activity or endeavor, there are 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 community or institution is different. Each client comes to us with a set of standards and expectations that must be met or exceeded 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 environmental 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, orientation to the natural elements, topography and other natural features. Since master plans generally transform into the built environment, a design team with planners, engineers and architects can effectively plan the functions and relationships of a program, as well as provide pragmatic 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 planning procedures. We have the experience to provide a successful master planning process. Scuthern Orange Campus faster Plan Page 18 Durham Tech Orange County Campus Chatham County Justice Center Orange County Justice Expansion Chapel Hill Town Operations Center C! A R 1 A N PUBLIC PROJECTS For over 30 years, Corley Redfoot Architects has been providing design services in the public realm. Our clients have included governments 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 than 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 -term perspective and an emphasis on using the public funds wisely and efficiently. CRA has led master planning efforts on many local 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 plan 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 should build for the long term and should 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 tenants as the basis of its master planning and design work for the public realm. Southern Orange Campus Master Plan Page 19 C sY C L A R 1 0 N Town Operations Center Master Plan Cba-, )el .Hifl, North Carolina The Chapel Hill Towm Operations Center, master planned, designed and construeted for the Town of Chapel Hifl� completely TeUxates arld consolidates many town functions onto an 88-acre campus located north of the town. The design services provided by CRA includes master planning, traffic ctigincerm 91 stormwatcy and erosion contmi- site and, building -design, cA)st estimating and. assistance through the approval process, The 15-SU00 square foot carnplex houses the Town7s Transportation and Pubtic Works Departrnetits and includes four main buildings and, eight outbuildings. From the outset of the project, tbree, overarching gWs led. the planning, design and construction effort: suswina-blc development, environmental sensitivity and fiscal prudence. (DMaicrial Storaer Arc; (D Fueling awtTrock Wash Arta /--N U3 Public %Vwks Field OTwations GPublic Works Fleet ?Maine nee Public Nooks Adinifflontion -(DTramj)ouioA Adminisifaiinn, Opmatimiswid Bus Maiacciumee, SOL.Ithern Orange Campus Master Plan Page 20 a°4° eOa li aT C L R ■ 0 N Olympic Sports Facility Master Plan East Carolina University, Greenville, North Carolina In 2008, Corley Redfoot Architects assisted East Carolina University in the wons�svunn creation of a Master Plan for their < SOFTB�UC9F1F1EX .�. Olympic Athletics Programs. As a _I YIt'tfOltfACGFp'I�t., ;tea 3'.. result of the Master Plan, a multi - phased lr ,' capital program is being implemented. The following facilities are complete or under construction: q t 1 Softball Stadium .awl � Wf0.' � �MBIilll9tl 9 l.t .. /py0' O2 Soccer Stadium � Track and Field Complex Athletic Maintenance Facility — %`FIr'"Fi°*V° , SO Team Building Parking with Underground Storm System Southern Orange Campus Master Dian Paae 21 ® �w ' haw A, 1 North t:arolina State University Raleigh, north Carolina C L A R 1® N In close collaboration with Hastings + Chivetta Architects, we developed a master plan for recreational sports at North Carolina State. The client groups included Physical Education, Campus Recreation, Student Affairs, Club and Intramural Sports. The result was a com)rehensive plan including an 80,000sf satellite recreation center on Centennial Campus, a phased redevelopment of the 363,000sf existing recreation center on main campus and a new aquatic center. Project Team Architect: Corley Redfoot Architects, Inc. Programming Consultant: Brailsford and Dunlavey Recreation Consultant: Hastings & Chivetta Architects Scuthern Orange Campus Tester Plan Page 22 ®,a • Caa C 1t A R 1 0 N With respect to transportation planning, emphasis on multi -modal systems, and attention to realistic traffic impact assessment, we are proud to have Martin/Alexiou/Bryson 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. Relevant Project Experience M/A/B has worked with more than 50 universities and colleges across the nation on transportation plans, campus master plans, parking studies, and other transportation and traffic studies. Our emphasis always is on creating a pleasing and safe pedestrian environment, and accommodating growth while minimizing parking needs and traffic. Specific studies can include pedestrian circulation and safety, parking, accessibility, internal circulation, traffic congestion and impacts, transit, bicycle movement, and travel demand management. Our extensive master planning experience has provided us with a unique understanding and approach to campus transportation systems. M /A/B is very skilled 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 impacts 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 involve accessibility, internal circulation, traffic congestion, traffic impacts, signal warrants, signal design, pedestrian safety, parking, transit, bicycle movement, financing, local and regional transportation issues. Maple Commerce Park TIA Currituck County, North Carolina Client Reference: Ben Woody — (252) 232 -6029 M/A/B staff participated in the master planning and community charrette process for the Maple Park Site and then conducted a two -phase Traffic Impact Analysis (TIA) to analyze the impacts of ultimate plan along US Southern Change Campus Master Plan Page 23 • gee 3 C IL A R 1 O N 258) in Currituck, NC. Phase I includes an Aviation School, soccer fields, commerce park, YMCA with a senior center, and existing facilities such as NC Cooperative Extension Service's Building, Central Elementary School, and the Currituck Head Start Center. Phase II includes expanding the commerce park, constructing new facilities for the Currituck County Animal Center, and relocating Maple Park including ba: eball fields, softball fields, skate park, and equestrian trails. Phase II will also close Airport Road resulting in the rerouting of traffic and/or relocation of existing facilities on Airport Road including the Currituck La idfill 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 traffic internal to the site, including a roundabout, and along US 258 were provided. M 3rris Grove Elementary School Traffic Impact Analysis and Roundabout Design Chapel Hill - Carrboro City Schools / Carrboro, North Carolina Client Reference: Bill Mullin — (919) 967 -8211, ext. 28221 Or behalf of Chapel Hill - Carrboro 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 middle schools as well as the potential traffic benefit of building a future connector road through the school site. The recommended intersection treatment was a single -lane roundabout for the intersection of the future conmector road and Eubanks Road to provide superlative traffic op .-rations and to control travel speeds near the school site on Eubanks Road. Traffic simulation was performed utilizing VISSIM software to model future traffic conditions with the schools in place and traffic diversion due to the connector roadway, while also accommodating significant truck traffic along Eubanks Road. M /A/B provided the Ruictional design for the roundabout, including critical elements such as the inscribed diameter, lane widths sidewalk locations, bike lane Sc uthern Orange Campus Master Plan treatments, splitter islands, and apron design. Page 24 r fre B` L 3 C L A R 1 Q N a Main Street Properties % Carrboro, North Carolina Client Reference: Laura Van Sant — (919) 656 -5970 M/A/B performed a traffic study for a 400,000 square foot redevelopment project in downtown Carrboro. The mixed -use project consisted of office, residential, retail, and an art museum. Anticipated trips generated by the site were distributed to the surrounding street system and geometric, signalization, and pedestrian safety measures were recommended in conjunction with the new development. Town of Carrboro, North Carolina Client Reference: Jeff Brubaker - (919) 918 -7329 Southern Orange Carnpus Hasler Plan Page 25 ' fao C L A R 1 O N k `ab eaa Mi. TI MNM- 4 Dt ke Realty j Raleigh, North Carolina Cl:.ent Reference: Jeremy Fortier - (317) 808 -6431 M AB completed a TIA and signal warrant analysis for the redevelopment of a site along Sunnybrook Road near New Bern Avenue. The redevelopment will consist of 153,200 square feet of medical office space, built in two phases. The an ilysis incorporated improvements at an adjacent intersection of Calumet Drive that had been a sa ::ety concern for the City of Raleigh and NCDOT. Additional off —site improvements included re- striping the Sunnybrook Road approach at New Bern Avenue and signal and electrical plans for the intersection to accommodate these improvements. A traffic signal is desired at the intersection of Sunnybrook Road and the Main Entrance to ac -,ommodate the site traffic, pedestrian traffic, and re- routed traffic from th; improvements at the upstream Calumet Drive access restriction. Therefore, a signal warrant analysis was submitted to the City of Raleigh and negotiations are currently underway to incorporate the signal into the pLuts for the WakeMed site. 6. SUMMARY We believe that our team has the skill sets, local knowledge, and national experience needed for this Southern 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 Experience: 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 firms 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 Individuals: This team is full of experienced, seasoned, smart, creative, dedicated professionals. We subscribe to the highest expectations for best - practices planning applications, and look forward to working on this initiative SDuthern Orange Campus Master Plan Page 26 C L A R 1 Q 4. Relevant Governmental Experience: Local governments and public institutions are our main clients, and most of those are in North Carolina. All three of the team's firms are local, have worked in and around Orange County, and know the culture of this community. 5. Capacity and Workload: As noted in our cover letter, we are ready to go. All three firms 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 project. 6. Relevant Response to Proposal: We believe that we have assembled a team that is exactly tailored to the needs of this project, verified with success in directly related settings. And we hope you will see evidence of our writing skills and organization in reading this proposal. 7. References: We encourage 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 County. 8. What distinguishes this proposal from the rest? Two things taken in combination distinguish this proposal, we believed: (1) Cutting -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 around 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 March -April, and we are ready to devote the needed attention to this Southern 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 opportunity to discuss these ideas with you. Thank you for your consideration. Southern Orance Campus iI ster Alan Page 27 CT �jfj. a? ""mb34 �;4 4 ' �. sit k go GO CT �jfj. a? ""mb34 �;4 4 ' �. sit k . R. - AN Clarion Associates - - -- __ in Chapel Hill Clarion Associates is a national land -use consulting firm with offices in Chapel Hill, North Carolina; Denver and Fort Collins, Colorado; and affiliate offices in Chicago, Philadelphia, and Cincinnati. Our unusual combination of tal- ents in land use and urban planning, growth management strategies, devel- opment codes, design, land use law, and real estate economics allows us to develop creative solutions to difficult land use and design questions. Clarion is particularly known for its expertise in land use and plan implementation. The firm has represented both public and private sector clients on a variety of land - use planning and zoning matters. Its principals have written plans and drafted development codes, other regulations and design standards throughout the United States. _Since its founding in 1992, the firm has developed expertise in a broad range of planning areas, including: • Community; regional, and neighborhood planning; • Development codes • Impact fees Growth Management strategies for cities and regions, • Design standards and development regulations; • Historic Preservation; • Development Financing; Downtown plans and strategies; • Citizen participation strategies; and • Implementation strategies. Clarion is particularly known for our expertise in: Zoning Clarion Associates has represented public sector clients on a variety of design 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 zoning systems. Planning With our multi- disciplinary team and broad experience, comprehensive plan - ning is one of our specialties. Clarion offers a wide variety of planning services, including community /comprehensive planning, regional planning and growth management, environmental protection and open space planning, urban re- newal and development, and international development. Development Economics Clarion specializes in advising public sector clients on the economics and fis- cal impacts of development proposals, incentives needed to encourage devel- opment, and other aspects of project feasibility. We have analyzed the economics of numerous types of real estate development in both urban and rural contexts and the impacts of proposed plans and cost recovery systems on different forms of development. Clarion Associates has extensive experience working with communities in the southeastern United Staies. From Northern Virginia 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. qq z The � £ a ed l Team--- ea k - The Chapel Hill office provides a unique blend of planning and implementation experience. Collectively Clarion's two principals and three associates in Chapel Hill have over 60 years of experience working with communities on land use planning and zoning solutions. Bringing together both public planning and legal leadership experience, the Chapel Hill office assists its clients in developing comprehensive plans, growth strategies, development codes, impact fee programs, affordable housing strategies and many other implementation strategies that address a wide array of issues including rural preservation, neighborhood 'conservation, improvement of design quality; resource protection, balancing residential and commercial development, affordable workforce housing, and provision of public services. Craig Richardson is a planner, lawyer, and Vice President of Clarion. He is Di- rector of the firm's North Carolina office. Mr. Richardson has consulted with over 100 local government clients in a number of states throughout the coun- try on the preparation of development codes, growth management strategies, r, adequate public facility regulations, impact fees, and workforce housing plans and regulations. He has a strong record of success in leading code revi- sion projects, growth management strategies, and other plan implementation .' efforts. Recent code projects include Rock Hill, SC; Portsmouth, VA; Mooresville,NC; St. Lucie County, FL; Falls Church, VA; Folly Beach, SC; and Teton County, WY. Recent growth management efforts include leading the firm's preparation of the South Beaufort County Regional Plan (selected the Outstanding Multi'- Jurisdictional Plan by SCAPA),- designing the plan confor- mance and projects of regional significance process 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 County Growth Management Strategy. In addition, Mr. Richardson has consulted with numerous local governments in 12 states in the design, implementation, and defense of over 100 impact fee programs, and recently lead 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 written on a number of plan implementation issues. He serves on the faculty for APNs national Zoning Clinic. Roger Waldon, FAICP, is a Principal in Clarion's North Carolina office. He served as Planning Director for the Town of Chapel Hill for 21 years, directing the Town's comprehensive planning and development review functions. His planning and design background, combined with experience as a former " elected official, contributed to the success of numerous planning initiatives, including: implementation of comprehensive plans, special area studies, neighborhood plans, and design guidelines. He has prepared growth man - agement strategies for Hillsborough, NC, Rock Hill and Beaufort County, SC, and Hanover County, VA. He has developed neighborhood plans in Chapel W 5 Hill and Wake Forest, NC, and comprehensive plan updates in Fredericksburg, VA Brentwood, TN Union County, NC and Tupelo, MS. Mr. Woldon is a mem- ber of the College of Fellows of the American Institute of Certified Planners, and ' " author of Planners and Politics, a book recently published by the American Planning Association. Chad Meadows, y�CP, is a Senior Associate and planner in Clarion's North Carolina office. H: has more than ten years of practical experience, primarily in the 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 Keys. He has worked on development codes and design standards for the firm in several communities along the eastern seaboard, including Rock Hill, SC; Portsmouth, VA; Franklin, TN; Falls Church, VA; Alachua, FL; and Miami Beach, FL. He series as one of the primary authors for the zoning ordinance updates being completed by Clarion in Mooresville, NC; and Folly Beach, SC. Mr. Meadows is a i immediate past Chair of the Raleigh, North Carolina Ap- pearance Commission, and is deeply involved with the implementation of the city's urban design guidelines: Stephen Sizemore.: AICP, is a Senior'Associate in Clarion's Chapel Hill office. He is av anner -arid lawyer.with; over 25 years. of experience in preparing ; and imp 'lernenting 'development codes, comprehensive "plans, design sfat Bards and, and growth management aoliciesfor'iocal go+%ern- - , Leigh Anne King, AICP, LEED AP, is a Senior Assoicate with e ing with local governments on land use planning initiatives. HF cludes zoning cede update projects' in, Portsmouth, VA ar affordable housing mitigation projects in .Lee County, Palm Islamorada, and Marathon FL; growth monagement strategies' NC and Rock Hill, SC; comprehensive plan updates in`Uni Tupelo, MS and Fredericksburg, VA; and neighborhood plan and Wake Forest, NC. Ms. King has been with Clarion forfiN joining Clarion Associates, she earned a Master in Regional I from the University of North Carolina, Chapel Hill, was d re with the Center fcr Urban and Regional Studies, and worked a national conservation nonprofit in Arlington, Virginia. rrk- Alachua rch assistant ral years for Graphics & Visual Presentation Clarion Associates is an industry leader in the inclusion of graphics and the qualitative display of information in documents and plans. We un- derstand that a picture is worth 1,000 words; particularly when dealing with complex regulatory concepts and processes. We have developed a series of page layout and formatting techniques that make our client's documents easy -to -use. We are well versed in the latest graphic and image manipulation applications, and provide our visuals in common word processing platforms for ease of maintenance and update. Seeaacb 2 Phased �erebpmeM laiM Uses RS -1 S- ogle -Fam ly Resident al '�^ District Summary`- „'� es-t ® ® ®� Zoning and Development Regulations Rock Hill, South Carolina Zoning Ordinance Clarion Associates, in association with the Walker Collaborative, pre- pared a nrw Zoning; Ordinance for the City of Rock Hill, South Car- olina. Rock Hill is one of the five "Ring City" nodes in the Charlotte metropolitan region, and a city that has experienced substantial growth in recent dears! due to its location around Charlotte., The focus of the effort was -o implement the city's General Plan, which promotes a more SOUTH c a R o L I N a livable future by encouraging appropriate infill /development of the "old town area while protecting older neighborhoods and encouraging more corr pact, and sustainable growth in greenfield areas. The code effort was built on citizen input about the modifications that need to be made to the city's existing land use regulations to implement the plan. Major issues addressed included: making the code more usable and "user frierdly ;,' making the review process more I efficient and effective; • modernizing the zone district and planned development ;regulations; encourag ng new infill development that is compatible with its context; SEPTEMBER 2005 and estak lisping minimum development and design standards to en- sure community form and appearance protects existing character. The city adopied the code in 2005. following drafting of the code, Clar- ion parts-,red with the VIC Group to produce a digital version of the - code which is served on the web by the City's computer network. Cary, North Carolina J Land Development Ordinance Clarion prepared a Unified Development` Ordinance for the rapidly growing --own of Cary, located Just outside North Carolina's large Re- search Tr angle Park. The project included a heavy emphasis on pub- - lic participation; significant streamlining of the current code, including µ0 Cry revision and clarification of several development' review' procedures; and also implementation of planning and growth management' goals adopted in the city's 1996 Growth Management Plan, including many �•'+ neotraditional design principles. A computerized, interactive version of the final :ode was produced for the Town's website. Land ... -' Development Ordinance tea; Franklin, Tennessee I Zoning Ordinance 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 a comprehensive plan that includes the development of character areas, innovative open space and natural resource preservation techniques, and a much stronger focus on urban design. The development code includes substantive re- structuring of the City's current ordinance, including" integration of the City's stand- alone design guidelines, and an overall upgrade to the development standards related to landscaping, parking, and open space. Alachua, Florida I Land Development Regulations Clarion updated the Land Development Regulations for Alachua, Florida. Alachua is an old north central Florida city close to Gainesville that has experienced substantial residential and business- related growth throughout the 1990s. The code rewrite focuses on structural, procedural, and substantive improvements to the city's existing regula- tions to implement the recently revised comprehensive plan. Struc- turally, the update consolidated scattered land development provisions into a single, clearly organized development code. Procedurally, the city's complex assortment of procedures and responsibilities for devel- opment review were simplified into an integrated, easy -to- understand review process. Substantively, the new code presents a number of in- novative measures to encourage infill development in the older parts of the community, along with new development standards that will raise the bar for development quality. Henrico County, Virginia I Design Manual As part of its work on the County's Vision 2026 Comprehensive Plan, Clarion Associates prepared a stand -alone Design Guidelines Manual for all new development in the County. The guidelines address four dif- ferent types of land uses (residential, commercial, office /industrial, and mixed -use), as well as new residential development 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 quality, and the use of mixed -use master planned development as a method of ac- complishing infill and redevelopment that is consistent with its context. The manual is highly illustrated and includes captions that explain the concepts and techniques being presented. r+c�ect; lei New River Parkway, West Virginia I Parkway Corridor Land Management System In collaboration with WRT Planning and Design, Clarion Associates is working with the New River Parkway Authority of West Virginia to pre- pare a land management system forthe 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 ceveloping a parkway to be constructed along an existing roadway a 3jacent to a southern section of the river. To ensure that the pristine qu :ilities of the park are ensured for future generations, a land management system is being developed that will provide a legal frame- work to guide future development in the corridor. Comprehensive Plans Fredericksburg, Virginia i Comprehensive Pie-in Update Clarion Associates worked with Fredericksburg, Virginia to prepare an Updated Comprehensive Plan. The goals of the plan are to maximize economic development opportunities while maintaining the unique character 4 the historic city and its valued neighborhoods, as well as ,f FREDERICKSBURG protecting the Rappahannock River —the city's water supply. Regional access to the Washington, D.C. metro area has brought unique op- portunities to the Fredericksburg area. Challenges to the community include threats to existing neighborhoods, coordinated efforts to pro- tect the watershed, improving quality of new development, and cap- turing a share of the region's expected growth. Working with a diverse_ collection of stakeholders, Clarion has helped draft a Comprehensive Plan that will guide future development and conservation efforts in the community. Williamson County, TN I Comprehensive Plan In 2004, Clarion in association with Randal Arendt began preparation of a Comprehensive Plan update for Williamson County, Tennessee, in the Nashville Region. Over the past two decades the region has ex- perienced rapid growth. Primary concerns for the county are rural preservation and protection of the areas rich historical resources. The updated plan was readily adopted by the County. Henrico County, Virginia 1 2026 Comprehensive Plan Update In 2004, the Clarion Team led by McBride Dale Clarion was retained to com- plete an update to Henrico County's Comprehensive Plan. The effort will in- volve detailed analysis of future land use scenarios that will assess the best planning options for the county based on fiscal, transportation, and innova- tive land use issues. The team assembled for this effort includes specialists from Clarion Associates, Tischler Associates, and Kimley -Horn and Associ- ates. The Comprehensive Plan will include interrelated recommendations for community facilities, park and recreation, land use, and transportation. Ad- ditionally, Clarion has created a development design handbook and will re- vise the zoning code for proper implementation of the plan's recommendations. Growth Management Strategies Hillsborough, NC ( Strategic Growth Plan Clarion Associates led a team of consultants in helping this historic and grow - ing community manage growth patterns, with emphasis on economic devel- opment and environmental preservation. Intergovernmental coordination was key to success in managing growth at the edges of the community, and town- county cooperation was a paramount consideration. A growth pattern was developed that took best advantage of utility infrastructure, minimizing traffic impacts and emphasizing mixed -use development. Interlocal consid- erations included establishing priorities for annexation, coordinating land use plans at the interface of jurisdictional boundaries, and establishing ongoing mechanisms for joint action. The growth management planning process pro- vided a mechanism to coordinate numerous Town_ initiatives already under - way (e.g., corridor studies, downtown revitalization initiatives, and design guidelines). Rock Hill, South Carolina Growth Management Plan The City, of Rock Hill, South Carolina, hired Clarion to prepare a Growth Management Plan for the City and its Urban Services Area. Rock Hill had previously retained Clarion to update its Zoning Ordinance to address growth management and design issues within the City. The additional task was to address development pressures in the 35,000 acre unincorporated portion of Rock Hill's Urban Services Area. Rural land was quickly being consumed by low- density residential development. The Growth Management Plan fo- cuses on these unincorporated areas and identifies strategies for five key as- pects of new development: location, amount, rate, cost, and quality. Identified strategies include re- examination of policies for extension of pub- lic facilities, and designating priority development. lit DRAFTDEMND ANALY$ M�.:� n. Htlhbomuph and Omega Comm,, NC STRATEGIC GROWTH PLAN rolet 'E perrnce Wake County, North Carolina ( Comprehensive Growth Management Strategy Clarion Associates led a multi - disciplinary team to create a compre- hensive Growth Management Strategy for Wake County, North Car- ` olina, which has experienced significant and unprecedented economic development and population growth since 1990. While this growth Z has brought significant benefits, Wake County is bracing for at least 500,000 new residents anticipated to flow into the region over the next = 20 years. In an innovative, intergovernmental approach, Clarion As- sociates worked closely with a 42- member task force, consisting of rep - u resentatives from the County, the school district and twelve municipalities. The planning process, which was not legislatively man- dated, focused on growth concerns in seven areas: community char- acter, cost of growth, water /sewer, schools, transportation, open space, and land development standards. Beaufort County, South Carolina I Southern Re- gional Plan Clarion Associates, in association with Tischler Associates, developed a regional plan for Southern Beaufort County, the fastest growing county in South Carolina. In an innovative approach, Clarion Asso- ciates worked with staff and representatives from the County, the Town of 'Bluffton, the Town of Hilton Head Island, and key stakeholders from the area.; This collaborative effort created along- lasting regional'co- operation L effort between the local municipalities and county govern- So.Athern Beaufort mem, as well as focus specifically on t _evaluation' of four key I coo ity Regional regional issues: land use, natural resources, transport ation, public fa- ciliI es, and costs of growth. All local governments adopted the plan in 2006 and are well into developing the 'mechanisms and growth management tools to implement the Regional Plan. Miami Beach, Florida I Development Impact Mitigation System Clarion Associates has been retained by the City of Miami Beach to develop an impact mitigation strategy for major development projects over 50,000 square feet in size. Phase I of the project will explore the impacts of large development projects on roadway capacity, on- street parking,, public transportation, park and recreation facilities, schools, and workforce housing and suggest a range of policy and regulatory re- sult in a set of Plan amendme impacts of larc projects. ;e II of The project wi re- ulations, Comprehensive )ns design to address the 1 7 ��ns� H„? ,vr,�,'i Cary, North Carolina I Growth Management Plan Clarion Associates led a team of consultants in helping this extremely fast - growing town in North Carolina's Research Triangle plan for and manage its future growth. The firm drafted a new growth management plan for the Town that articulates goals, objectives, strategies, and pro- posals related to (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 Development Ordi- nance, and drafting of adequate public facilities ordinances). r Ttordable Housing Strategies Islamorada, Village of Islands, Florida Workforce Housing Methodology Faced with rapidly increasing housing prices, the Village of Islamorada sought solutions to create affordable housing for their workforce pop- ulation. Clarion Associates, in association with Dr. James Nicholas, has developed a legally supportable methodology to assess the im- pacts of residential and non - residential development on affordable housing. The team developed implementation legislation for a work- force housing mitigation program that incorporates the methodology, for the Village of Islamorada, the first of its kind in the state of Florida. Clarion and its partner worked to diagnose the local workforce hous- ing problem based on an evaluation of the community -wide economic impacts created by new residential and non - residentiol development. Lee County, Florida Workforce Housing Methodology Clarion Associates, in association with Dr. James Nicholas and William Higgins, is developing a legally supportable methodology to assess the impacts of commercial and residential development on affordable housing, and to develop implementation legislation for on affordable housing mitigation program for Lee County, Florida. Like many com- munities in Florida, Lee County has experienced a substantial rise in local residential real estate prices. Because of this trend, it is becom- ing evermore difficult for the county's workforce population to find local affordable housing. Clarion and its partners are working with Lee County to diagnose the local affordable housing problem, assess what other communities are doing to address similar affordable housing shortages, develop a legally defensible methodology,for assessing the impacts that both nonresidential and residential development have on local affordable housing, and develop the implementing legislation for the program. POLICY MEMORANDUM: AFFORDABLE HOUSING METHODOLOGY �anciite+� County, Florida - j Roads, Parks, of Hilton ,ipdate'all- De5oto County, Florida I Impact Fees for Libraries, Schools, Parks, Roads, General Government, Fire/Res- cue, and Law Enforcement In collaboration with TischlerBise, Clarion Associates, worked with DeSoto County, Florida to update multiple impact fee programs, in- cluding fees for schools, parks, library, fire/rescue, general govern- ment, roads, and law enforcement. Clarion advised the county on legal issues related to the update and drafted the implementing ordi- nances for the fee programs and an intergovernmental agreement to assist in' 'administration of the school impact fee program. Key changes to the impact fee programs included the addition of an ap- peals process, updating the independent impact analysis option, and DRAFT Effingharn county, Georgia De—f-prn—t tropat Fee Cwdirmuroe garcon M�xIaW ainances 000reSS me coicuiaTion oltef studies by landowners, and the condi I.. . 11 . : . I . I I I I I . I In collaboration with clients from across the country, Clarion has received recognition for numerous planning effc rts. 2007 APA Daniel Burnham Award for Comprehensive Plan PlanCheyenne — Cheyenne, Wyoming I Comprehensive Plan Up- date,, Transportation Plan, and Parks and Recreation Master Plan Clarion Associates worked with the Cheyenne Metropolitan Plan - ning Organization to lead a, project to update the area's commu- nity plan, transportation plan, and develop a parks and recreation plan for the City of Cheyenne and portions of Laramie County sur- rounding the city. Cheyenne is located at the northern end of the Rocky Mountain Front Range of the Denver Metropolitan area. PlanCheyenne provides directions on a host of growth issues such as rural development patterns and agricultural conservation, nat- ural areas and open space conservation, mixed -use development and activity centers, neighborhoods as building blocks, "raising the bar" on design quality, and preserving the community's historic downtown core. 2006 South Carolina Chapter of APA Multi- Jurisdiction Award Beaufort County, South Carolina' 1 Southern Regional Plan Clarion Associates, in association with Tischler Associates, devel- oped a regional plan for Southern Beaufort _County, the fastest growing county in South Carolina. In an innovative approach, Clarion Associates worked with staff and representatives from the County, the Town of Bluffton, the Town of `Hilton Head Island, and key stakeholders from the area. This collaborative effort created. a long- lasting regional cooperation effort between the local munic- ipalities and county government, as well as focus specifically on the evaluation of four key regional issues: land use, natural re- sources, transportation, public facilities, and costs of growth. All local governments adopted the plan in 2006 and are well into de- " veloping the mechanisms and growth management tools to im- plement the Regional Plan. 2006 Vision 20/20 Award from the Sierra Business Council Carson City, Nevada I Master Plan Update_ Surrounded on three sides by public lands, Carson City is nearing build out and, as a result, is facing many tough challenges. Clarion Associates was retained to prepare an updated Master Plan for the City. The poten- tial for disposal of some of these public lands for development was a key issue under consideration, as was the protection of these lands as open space. Other key issues included a desire to strengthen and diversify the city's historic downtown core, diversification of housing options, preserva- f I hb h h f Hon o rura neig or oods, en ancement and redevelopment o under- - developed commercial corridors, and the anticipation of future development patterns along the Carson City Freeway, currently under con - struction Cumberland Region Tomorrow 2003 Excellence Award Franklin, Tennessee Land Use Plan Franklin, Tennessee, located just south of Nashville, is a city that experi Adak ;FRANKLIN, TENNESSEE taria USE pLnt enced rapid growth during the 1980s and 1990s, doubling its population every decade. McBride Dale Clarion assisted the Franklin community in the creation of an innovative land use plan that addresses quality of develop - ment in conjunction with infrastructure availability in both the city and its urban growth boundary. The necessity to maintain and enhance a strong community identity and pride was the force that drove the direction and end product of the plan. With many historical resources and an active citizenry,. Franklin has the opportunity to expand on its already thriving community. 2002 APA Daniel Burnham Award for Excellence in Planning Will County, Illinois I Land Resources Management Plan Clarion prepared a comprehensive land use plan for this fast growing outer ring county adjacent to Chicago. The north part of Will County is rapidly becoming urbanized with significant commercial and residential growth / WLLCMNW.1L1J1 LAND RESOURCE MANAGEMENT PLAN while the south part of the county remains mostly agricultural and unde- veloped. The plan addresses critical issues such as open space, trans - Ir portation, and intergovernmental relationships between the county and its °� �� many municipalities. The plan also has a strong implementation focus. 2001 DeBoer Excellence in Planning Award Las Vegas, Nevada I Southern Nevada Regional Plan 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, infill development, and public services and infrastructure. Working closely with the Regional Planning Coalition, comprised of elected officials of the five jurisdictions in the Las Vegas Valley, Clar- ion prepared a plan that focuses on implementation, to conform to state law requirements for local plan consistency with the regional plan. The team also defined a process to review developments of regional significance, also a feature of the state legislation. 10, tei, 'EM "47 AM lano n Publira I... Tions Working in collaboration with the American Planning Association and other professional organizations, Clarion Associates has authored many publications on a variety of topics. tilt 1"KI"IMMION O O N O N 'IN CLARION ASSOCIATES http://www.clarionassociates.com/ C -aig Richardson, Vice President, principal- crichardson @clarionassociates.com Roger Waldon, FAICP, principal • rwaldon @clarion associates. corn Chad Meadows, AICP, senior associate • cmeadows @clarionassociates.com Stephen Sizemore, senior associate • ssizemore @clarionassociates.com Leigh Anne King, AICP, LEED AP, senior associate - taking @c /arionassociates.com es?o�ee wAoe.�mee e�� �I�III 0 J ca CLARION ASSOCIATES http://www.clarionassociates.com/ C -aig Richardson, Vice President, principal- crichardson @clarionassociates.com Roger Waldon, FAICP, principal • rwaldon @clarion associates. corn Chad Meadows, AICP, senior associate • cmeadows @clarionassociates.com Stephen Sizemore, senior associate • ssizemore @clarionassociates.com Leigh Anne King, AICP, LEED AP, senior associate - taking @c /arionassociates.com Corley Redfoot Architects Staff 8 Architects 2 Architectural Intern 2 Engineers I Architectural Drafter I Engineering Technician 3 Construction Administrators I Interior Designer 1 Administrative Staff Central Orange Senior Center Orange County Government Services Center Orange County Southern Human Services Center 222 Cloister Court FIRM PROFILE Corley Redfoot Architects offers in -house services in Architecture, Civil Engineering, and Construction Administration. We employ the services of consultants for Structural, Mechanical, Plumbing, and Electrical Engineering and other design disciplines. The Partners of the firm 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. Hammersley, PE, a Principal in the firm, received a Bachelor of Science degree from North Carolina State University and is in charge of Civil Engineering. Corley Redfoot Architects's staff members are experienced in their respective fields. We have successfully integrated the architectural and engineering disciplines into a single design concept for our projects - architects 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, institutional, commercial, office, retail, 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 staff. In order to keep up with each project, we don't take on more work than we can handle. The staff of Corley Redfoot Architects has extensive experience in the coordination of supporting disciplines, i.e. structural, mechanical, electrical, plumbing, acoustics, security, voice /data networks, landscaping, interior design, and furniture selection. iliaCorley redfoot architectsi., architects I engineers I planners Chapel Hill, North Carolina 27514 919- 401 -8586 Qualifications for Orange County Martin /Alexiou /Bryson, P.C. (M /A/B) is a Raleigh -based consulting firm i'' specializing in transportation planning and traffic engineering. Building on our 9 reputation for providing cost - effective, sustainable solutions, the firm has grown to 27 persons in 11 years. The exceptional depth and breadth of staff experience has earned M /A /B the oppertunity to participate in a variety of important and innovative projects throughout the state and country. Since its inception, the firm has undertaken hundreds of projects for clients ranging from state departments of transportation, municipalities, metropolitan planning organizations, transit authorities, developers, architects, and multiple universities and colleges. Services provided by M /A /B include: Traffic Planning and Engineering Community impact Campus Planning • Traffic E ignal design assessments Parking analysis, forecasts, and plans • Traffic immpact analysis (TIA) Feasibility studies Parking management strategies • Traffic circulation studies Conceptual designs Parking reduction strategies • Traffic analysis for environmental NEPA environmental Travel demand mans Bement studies documents (CE, EA/FONSI, EIS, Traffic calming • Traffic forecasting ROD) Pedestrian safety • Signal %rarrants analysis • Travel Demand Management Streetscape enhancements • Traffic signal timing (TDM) Transportation master plans Bicycle planning • Traffic calming • Trip reduction studies Transit planning • Pedesti tan safety studies Geographic Information System Traffic analysis and studies • Traffic safety studies (GIS) Traffic signal and control plans • Traffic control p tans • Bicycle plans • Special event management • Access management Public involvement Address geocoding • Rail crossing studies programs /consensus building Travel behavior and attitudinal surveys • Functional design • Monitorin g and peer review g Transit and Rail Planning Carbon reduction plans Roadway D:sign Regional and local transit plans • Conceptual /functional and Transit feasibility studies Travel Modeling prelimi iary designs . Multimodal transportation • Travel forecasting • Final designs and construction center studies Travel demand model development plans . Air quality analysis • Travel demand model application • Interse -ion improvements Corridor studies Travel behavior surveys • Round[ibout designs . Service planning Air quality conformity analysis • Urban and rural roadways Ridership modeling On -board surveys Parking Transportation Planning Transit Oriented Development Parking plans • Long r.nge transportation plans (TOD) Demand and pricing studies • MultimDdal plans FTA New and Small Starts • Facility feasibility studies • Small area plans Applications Impact studies • Corridc r studies Layout and design • Major Investment Studies (MISS) • Environmental screening Relevant Project Experience M /A /B has worked with more than 50 universities and colleges across the nation on transportation plans, campus master plans, parking studies, and other transportation and traffic studies. Our emphasis always is on creating a pleasing and safe pedestrian environment, and accommodating growth while minimizing parking needs and traffic. Specific studies can include pedestrian circulation and safety, parking, accessibility, internal circulation, traffic congestion and impacts, transit, bicycle movement, and travel demand management. Our extensive master planning experience has provided us with a unique understanding and approach to campus transpotation systems. M /A /L' is very skilled in the areas of traffic impact analyses, traffic assessments, transportation management plans, roadway design, signal design, and access management for master planning project. We understand the importance of anticipating demands on the transportation network and to mitigate any negative operational impacts of proposed developments. Using industry Martin /tllexiou /Bryson, P.C. 1 Qualifications for Orange County 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 involve accessibility, internal circulation, traffic congestion, traffic impacts, signal warrants, signal design, pedestrian safety, parking, transit, bicycle movement, financing, local and regional transportation issues. Maple Commerce Park TIA Currituck County, North Carolina Client Reference: Ben Woody - (252) 232 -6029 M /A /B staff participated in the master planning and community charrette process for the Maple Park Site and then conducted a two -phase Traffic Impact Analysis (TIA) to analyze the impacts of ultimate plan along US 258 in Currituck, NC. Phase I includes an Aviation School, soccer fields, commerce park, YMCA with a senior center, and existing facilities such as NC Cooperative Extension Service's Building, Central Elementary School, and the Currituck Head Start Center. Phase II includes expanding the commerce park, constructing new facilities for the Currituck County Animal Center, and relocating Maple Park including baseball fields, softball fields, skate park, and equestrian trails. Phase II will also close Airport Road resulting in the rerouting of traffic and /or relocation of existing facilities on Airport Road including the Currituck 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 traffic internal to the site, including a roundabout, and along US 258 were provided. Martin /Alexiou /Bryson, P.C. Qualifit ,.ations for Orange County 300 East: Main Street Traffic Study Main Street Properties/ Carrboro, North Carolina Client Reference: Laura Van Sant - (919) 656 -5970 M /A /B performed a traffic study for a 400,000 square foot redevelopment project in downtown Carrboro. The mix,�d -use project consisted of office, residential, retail, an d an art museum. Anticipated trips generated by the si :e were distributed to the surrounding street system aid geometric, signalization, and pedestrian safety m,:asures were recommended in conjunction with the new development. propose d road diet treatment. The neighborhood traffic circulation study identified existing and projected multimodal transportation conce�ns in the adjacent Oak - Poplar neighborhood, includin; any impacts from the road diet. The two studies were jointly conducted and involved multiple public meetings including a neighborhood walk with residents to identify specific concern 3 and issues. The draft road diet pavement marking plan will be presented to NCDOT for project approval, to be completed after the next resurfacing, and the neighborhood traffic study identified a number of issues for more in depth study to improve mobility and access for the Oak - Poplar neighborhood. Marti n /LJexiou /Bryson, P.C. 3 Qualifications for Orange County WakeMed Redevelopment Traffic Impact Analysis _ -- Duke Realty/ Raleigh, North Carolina Client Reference: Jeremy Fortier - (317) 808 -6431 M /A /B completed a TIA and signal warrant analysis for the redevelopment of a site along Sunnybrook Road near New Bern Avenue. The redevelopment will consist of 153,200 square feet of medical 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 Bern Avenue and signal and electrical plans for the intersection to accommodate these improvements. A traffic 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 Raleigh and negotiations are currently underway to incorporate the signal into the plans for the WakeMed site. Durham Public Schools Traffic Engineering Services Durham Public Schools/ Durham, North Carolina Client Reference: Tim Carr - (919) 560 -2216 Over the last eight years, Durham Public - - - Schools PPS) has contracted with M /A /B to provide traffic engineering services for several schools undergoing new construction and renovations. The type of work performed for the schools has included TIAs, traffic signal designs, transportation management plans, pavement marking plans, sidewalk designs, and traffic signal designs for WG Pearson Elementary, Creekside Elementary, Hebron Elementary, Treyburn Middle, and Jordan High School. These studies also consisted Traffic Engineering Services for Schools Numerous Schools across North Carolina of a review of site layout, including close coordination with the NCDOT Municipal and School Transportation Assistance Unit (MSTA) to ensure proper internal stacking distances for vehicles and a safe environment for pedestrians. The traffic studies included a capacity analysis of local streets and intersections utilizing Synchro /SimTraffic to determine any existing and future roadway deficiencies with the construction of the schools. Many of the adjacent intersections required new signals or signal upgrades including steel poles and mast arms, pedestrian heads and pedestals, and revisions to the signal timing and phasing. All of these projects involved close coordination between the NCDOT, the City of Durham, and M /A /B. Several projects required Major and Transportation Special Use Permits due to the number of peak hour trips generated, thereby requiring expert witness testimony at public hearings regarding roadway improvements and safety, traffic congestion, noise, vibration and air quality impacts. Martin /Alexiou /Bryson, P.C. 4 Qualificatio -is of Roger Waldon, FAlCP Clarion Associates Roger Walc on is a Principal with Clarion Associates, with 39 years of experience as a professional planner. H,: 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 Governments, a regional planning organization based in the Research Triangle Park, North Carolina. He has also served as an elected official on the Chapel Hill - Carrboro Beard of Education. Mr. Waldon is a frequent speaker at national planning conferences, and has lectures 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," Local Planning: Contemporary Principles and Practice. He is a Fellow of the American Institute of Certified Planners, and recognized as one of the Top 25 Most Influential Planners in the 50 year history of planning in North Carolina. Representative Major Projects ■ Grcwth Management and Neighborhood Plans for Chapel Hill, including land use, community faci ities, housing, transportation, environmental protection, 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 • Fac lities Plan for school construction; ordinance provisions to link growth to school capacity in Orange County, NC • Urban Design projects for downtown areas in Winston - Salem, NC; Thomasville, NC; Lancaster, Texas; Chapel Hill, NC; Montgomery, OH • Six 'leighborhood Conservation Districts • Growth Management Strategies in Rock Hill, SC; Hillsborough, NC • County- Municipal Edge Management Agreements Professional History Clarion Associates, 2005 — present Planning Director, Town of Chapel Hill, 1984 -2005 Director of Planning Programs, Triangle J Council of Governments, 1972 -1984 Education • Master of City and Regional Planning, University of North Carolina at Chapel Hill • Bachelor of Science, Urban Studies and Planning, MIT Professional Associations • Fellow, American Institute of Certified Planners • Charter Member, American Planning Association Qualifications of Leigh Anne King, AICP, LEED® AP Clarion 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 including: sustainable community land use plans, growth management strategies, affordable housing programs, development ordinances and design guidelines, school siting, and open space planning. She was the lead author of two award winning plans for Iredell County and Wilson, North Carolina. She has spoken at several national and state -level conferences on the topics of affordable workforce housing and local food systems. Project Experience • Comprehensive 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 County, NC; Waxhaw, NC; Wilson, NC • Growth Management Strategies: Eastern Orangeburg County, SC; Rock Hill, SC; Hillsborough and Orange County, NC • Neighborhood and Small Area Plans: Emerald Isle, NC; Chapel Hill, NC (five neighborhood conservation districts), Wake Forest, NC • Zoning Ordinance Updates and Design Standards: Henrico County, VA; Orange County, NC; Powhattan County, VA; Biloxi, MS • Impact Fee Programs Inclusionary Zoning and Linkage Fee Programs: Beaufort County, SC; Islamorada, FL, Lee County, FL; Marathon, FL; Palm Beach County, FL • Other Planning Efforts: BRAC Regional Alliance Infrastructure Integration Plan; Local Area Regional Transportation Plan for Western Union County, NC; Davidson County — Nashville, TN Open Space Plan Professional History • Senior Associate, Clarion Associates, Chapel Hill, North Carolina, 2005 — present • Research Assistant, Center for Urban and Regional Studies, University of North Carolina, Chapel Hill, 2004 -2005 • Research Intern, The Conservation Fund, Chapel Hill, North Carolina, 2004 • Land Use Projects Coordinator, The Conservation Fund, Arlington, Virginia, 2000 -2003 • Master of Regional Planning, University of North Carolina, Chapel Hill • Bachelor of Arts, University of Tennessee, Knoxville Publications • Green Infrastructure Plan Evaluation Frameworks, Journal of Conservation Planning, March 2005 (published under maiden name — Leigh Anne McDonald) • White Papers on Housing Diversity and Affordable Housing for the Rocky Mountain Land Use Institute, incorporated into the Model Sustainable Community Development Code • Workforce Housing and the Courts, Planning and Environmental Law, October 2011 Professional Associations ■ LEED Accredited Professional Member, American Planning Association (APA) and North Carolina Chapter (NC -APA) Member, American Institute of Certified Planners (AICP) 1 Education Master of 7.rchitecture, 1980 University :)f Pennsylvania Bachelor o -Science, 1977 Pennsylvar is State University University of Florence, 1975 Florence, Lally Foreign Study Program through Pennsylvania State University Years of Experience 27 with Ccrley Redfoot Architects 3 with othe r firms Registration/Certifications Registered Architect: North Carolina Pennsylvania Professional Affiliations American Institute of Architects, Member Triangle J Region Sustainable Public Facility D(ssign and Development Committer,, Member North Carolina Solar Energy Associaticn Community Service Chapel Hill Rotary Club, Director of Club Services and Board Member 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 Hill High School, Durham Technical Community College's Orange County 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 Governments 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 PROJECT 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 Library Expansion 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 Grove 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 University United Methodist Church, Durham Technical Community College Board of Trustees, Administrative Orange County Off - Campus Center Board, Chairman of Sanctuary Study Committee illsCorley redfoot architects i�c. orchiteds I eng4neers I planners 222 Cloi::ter Court Chapel Hill, North Carolina 27514 919- 401 -8586 Education Master of Architecture, 1986 Clemson University 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 firms Registration/Certifications Registered Architect: North Carolina Professional Affiliations American Institute of Architects, Member 222 Cloister Court David M. Taylor, AIA, LEED AP Partner, Project Manager Following nine years of experience in various architectural 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 Hill. Since then, David has led the design of the firm's municipal, county and educational markets. 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 University. RELEVANT PROJECT EXPERIENCE 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 Chatham 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 Elementary School Orange County Schools Cedar Ridge High School Gravelly Hill Middle School Orange High School Campus -wide Renovation Chatham County Schools Northeast Chatham High School corley redfoot architectsinc. architects I engineers I planners Chapel Hill, North Carolina 27514 919- 401 -8586 Education Bachelor of Science, 1981 Civil Engineering North Carolina State University Bachelor of Science, 1976 Biology Gannon University Years of Experience 23 with Corley Redfoot Zack 7 with other fi -ms Registration /Certifications Registered En „ineer North Carolina Professional Affiliations Professional Engineers of North Carolina, Member American Society of Civil Engineers, Member Water Resource Institute, Member Community Service Town of Chapel Hill, Storm Water Management Committee Fcra',"!, 222 Cloister Court Michael L. Hammersley, PE Partner, Civil Engineer Mike is the principal 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. PROJECT 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 Linear 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 Cedar Ridge High School Gravelly Hill Middle School C. W. Stanford Middle School Auditorium Addition Orange High School Field House Addition Chatham County Schools Northeast Chatham High School co rl ey redfoot architects architeds i engineers I planners Chapel Hill, North Carolina 27514 919 - 401 -8586 Qualifications for Orange County Lyle W._Overcash, PE__ Principal Relevant Experience • Maple Commerce Park TIA, Currituck County, NC. Project manager for master planning and community charrette 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 Grove Elementary Traffic Engineering and Roundabout Design, Carrboro, NC. Project manager for TIA and functional design of roundabout. • Durham Public Schools Traffic Engineering Services. Project manager to provide Durham Public Schools (DPS) traffic engineering services to several schools undergoing new construction and renovations. • City of Durham Traffic Calming Studies, Durham, NC. Project transportation engineer responsible for determining existing vehicular speeds and volumes, intersection levels of service, meeting with local residents, and recommending traffic calming measures to alleviate problems within three major City neighborhoods. • Miscellaneous Traffic ImpactAnalyses, Throughout NC. Project manager for various traffic impact studies for private and public clients including, universities, developers, architects, and on -call agreements with municipalities. Over 300 studies completed to date. • Dare County Board of Education, NC. Project manager to provide traffic assistance for several schools slated for new construction or proposed renovations. • On -Call TIA Services, Cary, NC. Project manager responsible for overseeing and reviewing TIAs. To date, 65 traffic studies have been conducted as part of this contract including TIAs for numerous schools. • Triangle Metro Center Traffic Impact Analysis, RTP, NC. Project transportation engineer responsible for determining the traffic impact of a large multi -use development and regional transportation center. • Perimeter Park III -Slater Properties, Morrisville, NC. 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 operations analyses of more than 40 existing and future intersections and site accesses. • Cary Parkway and High House Road Intersection Improvements, Cary, NC. As principal -in- charge oversaw the development of seven unique intersection alternatives, such as traditional widening, quadrant roadways, bowtie, and roundabouts. • Downtown Raleigh Livable Streets Plan, NC. Project traffic engineer responsible for the Synchro /SimTraffic modeling of the entire downtown Raleigh street system consisting of over 100 intersections. • Fayetteville Street Renaissance, Raleigh, NC. As Project engineer, assisted in the design of the reopening of Fayetteville Street Mall to vehicular traffic 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, signing plans, and striping plans. Martin /Alexiou /Bryson, P.C. 1 Qualifications for Orange County Nathanael Austin, AICP Senior Project Manager Relevant. Experience West Main Street Road Diet and Pavement Marking Study and Oak - Poplar Neighborhood Traffic Circulation Study, Carrboro, NC. Project planner a two -part project examining 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 - Poplar neighborhood. • Strategic Growth Plan, Hillsborough, NC. Project planner for transportation element of Strategic Growth Plan that analyzed transportation impacts of four alternative growth scenarios for Hills borough. The four growth scenarios were modeled using the regional travel demand mod --1 to determine impacts on existing and future roadways. Alternative modes, including transit, bicycling, and walking, were also analyzed. • Cape Fear Commutes 2035 Long Range Transportation Plan, Wilmington, NC. Project manager for prep axation of the LRTP for the Wilmington Urban Area MPO. Key tasks included prep ring the Public Transportation and Financial elements of the LRTP, as well as project prioritization, environmental screening and environmental justice analysis, and contributions to aL other required elements. • lY�est rn Union County LocalArea Regional Trans ortation Plan, NC. As Project manager 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 experiencing tremendous growth pressure. The Plan is a multimodal plan with an emphasis on implementation and regional cooperation. • Comprehensive Plan, Union County, NC. Managed and developed the transportation element of the Union County Comprehensive Plan Update. As project planner, analyzed the transportation impacts of alternative growth scenarios utilizing the Metrolina travel demand model, which helped shape the development of the updated land use plan. • Comprehensive Plan, Iredell County, NC. Managed and developed the transportation element of the Iredell County Comprehensive Plan Update. The transportation element of the Plan focused on meeting the transportation needs of the communities along the major transportation corridors while preserving the rural nature and quality of life of the rest of the Cou 1ty. Alternative growth scenarios were analyzed and multimodal strategies developed for future growth areas. • Comprehensive Plan, City of Tupelo, MS. Managed and developed the transportation element of the City of Tupelo Comprehensive Plan. To assist in planning for future roadway needs, analzed the trip generation and transportation impacts of two alternative growth scenarios. • City of Fredericksburg Comprehensive Plan Update, Fredericksburg VA. Project planner for the transportation element of the City of Fredericksburg 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 Qualifications for Orange County _Baohong Wan, Ph.D., PE Senior Associate Relevant t Experience Carrboro Elementary School # 10, Carrboro, NC. As traffic engineer, conducted traffic impact analysis for the proposed school site that is to host a 620 - student elementary school and a 730 - student middle school on Eubanks Road in northern Carrboro. Performed traffic simulation using VISSIM for a roundabout analysis and functional design to improve traffic operations and enhance traffic safety in the school area. • Duke School Relocation and Expansion, Durham, NC. As traffic engineer, conducted traffic impact analysis for the proposed expansion and relocation of a 470 - student, private K -8 school relocation to the north side of Erwin Road near NC 751 in north Durham. • Del Wlebb Active Adult Community, Pulte Homes, Raleigh /Durham, NC. As lead traffic engineer, conducted traffic impact analysis for the active adult community proposed in southern Durham near the Durham /Wake county line. • TlogagerAcademy Schools, Hock Development, Durham, NC. As traffic engineer, conducted traffic impact analysis for a 500- student middle school, a 400 - student high school, a 400 - student elementary school proposed on Ben Franklin Boulevard in north Durham, NC. • Perimeter Park III - Slater Properties, Morrisville, NC. As traffic engineer, conducted traffic impact analysis for the 1.5 million SF office park proposed between NC 54 and Slater Road southwest of the I -40 and NC 540 interchange. Performed traffic operations analyses of more than 40 existing and future intersections and site accesses. • Mangum Street Redevelopment, Durham, NC. As traffic engineer, conducted traffic impact analysis for the proposed mixed -use development consisting of 1.5 million SF office, retail, hotel, a. conference center, and high -rise residential uses in downtown Durham just north of NC 147 (Durham Freeway). Analyzed 15 existing and future intersections, four freeway ramps, and one freeway weaving segment with Synchro /SimTraffic and HCS +. • Davis Park South and West, Durham, NC. As traffic engineer, conducted traffic impact analysis for the proposed 510,000 SF mixed -use Davis Park (previously Triangle Metro Center) office /residential /retail development located along Davis Drive in the Triangle Research Park area. The study included 6 interchange signals, 9 signalized intersections, and 8 proposed site accesses. Conducted two updates to reflect on the later program changes. Also conducted phasing analysis to analyze potential traffic impact and transportation mitigation for specific development phases. • Perimeter Park Retail Site, Morrisville, NC. As traffic engineer, conducted traffic impact analysis for the proposed 150,000 SF commercial development on the corner of NC 54 and Carrington Mill Boulevard. Cary Parkway and High House Road Intersection Improvements Study, Cary, NC. As traffic engineer, conducted traffic operations analysis and simulation study to evaluate transportation improvement alternatives at the Cary Parkway and High House Road intersection. Martin /Alexiou /Bryson, P.C. 3