HomeMy WebLinkAboutAgenda - 06-26-2007-4sORANGE COUNTY
BOARD OF COMMISSIONERS
ACTION AGENDA ITEM ABSTRACT
Meeting Date: June 26, 2007
Agenda
Item No.
SUBJECT: Consultant Services, Clarion Associates -Comprehensive Plan Update
DEPARTMENT: Planning & Inspections PUBLIC HEARING: (Y/N) ~~
ATTACHMENT(S):
1) Proposed Contract
2) RFQ Document
3) Clarion Associates Qualifications
4) Process Update and Next Steps
INFORMATION CONTACT:
Tom Altieri, Comprehensive Planning
Supervisor, 245-2579
PURPOSE: To consider a contract (Attachment 1) with Clarion Associates to provide services
during Phase II of the Comprehensive Plan Update process.
BACKGROUND: At its October 3, 2006 meeting, the Board of County Commissioners (BOCC)
approved, with minor revisions, the Planning Board's proposed process for updating the
Comprehensive Plan. Furthermore, County Administration and the Planning Board were asked
to compress the proposed timetable for completion of the update and to consider the use of a
consultant, if necessary, to complete the project.
On October 23, 2006, County Administration and planning staff met with the Chairs of the
Planning Board and BOCC to discuss an accelerated schedule and the use of consulting
services to complete the Plan update. In summary, the major outcomes of this meeting were
two-fold.
First, the Comprehensive Plan would be scheduled for a May 2008 public hearing and the
BOCC would consider adoption in August 2008. This timeline would take approximately 2
years, concluding 6 months earlier than the October 3~d proposal.
Second, the idea is to use a combination of two different "types" of consultants to complete the
Comprehensive Plan:
1. A consultant to provide process and meeting facilitation services (The services of the
Dispute Settlement Center have been acquired); and
2. A consultant to "synthesize" the existing reports and studies that have been completed by
various County departments, advisory boards, and in some cases consultants; identify
any missing components; and repackage into a Draft Comprehensive Plan.
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At the March 13, 2007 BOCC meeting, the Board received a presentation that included a
Request for Qualifications (RFQ, Attachment 2) for a consultant to "synthesize" the existing
county reports and studies that have been completed by various County departments, advisory
boards, and in some cases consultants; to identify.any missing components typically included in
a Comprehensive Plan; and repackage into a Draft Comprehensive Plan.
RFQ Schedule and Process
Following is a summary of the schedule and process for the procurement of consulting services:
a) April 9, 2007 -Issued request for qualifications.
b) May 7t" -Consultant questions due.
c) May 11t" -Consultant Qualifications due.
d) May 22~d -Interviews conducted and preferred consultant identified..
e) May 29t"-June ~11t" -Contract negotiated between staff and Clarion Associates.
e) June 26t" - BOCC considers contract authorization.
Advertisement
The RFQ was advertised on the NC Chapter of the American Planning Association (NCAPA),
Carolina Chapter of the Society .for Technical Communication, and Orange County's websites.
In addition, staff sent hardcopies of the RFQ to 17 North Carolina based consulting firms.
RFQ Responses
Four firms responded by submitting qualifications:
Center for Urban and Regional Studies, UNC Chapel Hill;
Clarion Associates, Chapel Hill;
Clark Patterson Associates, Charlotte; and
TimelyText, Raleigh..
Interviews
Three qualified firms were interviewed by the Project Management Team (Laura Blackmon,
County Manager; Jay Bryan, Planning Board Chair; Craig Benedict, Planning Director; and Tom
Altieri, Comprehensive Planning Supervisor):
Center for Urban and Regional Studies, UNC Chapel Hill;
Clarion Associates, Chapel Hill; and
Clark Patterson Associates, Charlotte
Rating Criteria
Firms were rated on the following criteria:
Project interest and understanding;
Firm's history;
Firm's ability and expertise;
Assigned personnel; and
Related project experience.
Preferred Consulting Firm
Based on the interview process and rating criteria, the Project Management Team recommends
Clarion Associates as the preferred consultant and is asking the BOCC to authorize the
attached contract that has been negotiated between staff and Clarion. Clarion has experience
with similar projects in North Carolina; offices in Chapel Hill; extensive local knowledge; and
knowledge of Orange County Government, including the County's advisory board structure and
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strong commitment to comprehensive planning. Clarion's qualifications are provided in
Attachment 3.
Attachment 4, "Process Update and Next Steps", has been provided as a courtesy to update the
Board on other aspects of the Comprehensive Plan Update.
FINANCIAL IMPACT: The costs of services as outlined in the contract are not to exceed
$50,000. In this year's 2007-08 non-departmental budget request, staff has added this
Consultant Services budget item in accordance with BOCC direction to keep the
Comprehensive Plan project within the adopted schedule.
RECOMMENDATION(S): The Manager recommends that the Board approve the attached
contract with Clarion Associates to provide services during Phase II of the Comprehensive Plan
Update process and authorize the Chair to sign the contract.
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Attachment 1
AGREEMENT FOR PROFESSIONAL SERVICES
THIS AGREEMENT, effective as of the day of 2006, by and
between Orange County, North Carolina (hereinafter referred to as the Client), and Clarion
Associates of Colorado, LLC, a Colorado Limited Liability Company doing business- at 1700
Broadway, #400, Denver, Colorado (hereinafter referred to as the Contractor).
Wi~REAS, the Client is undertaking preparation of a Comprehensive Plan; and
WHEREAS, the Client desires to engage the Contractor to render certain professional
advice and assistance in connection with the preparation of the Comprehensive Plan:
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Scope of Services. The. Contractor agrees to provide planning services to the Client.
The services to be performed are described in Exhibit A: Scope of Services, attached
hereto and incorporated herein. The Client agrees to provide supporting services to
the Contractor as described in Exhibit A.
2. Time of Performance. The services of the Contractor are to commence on the date
of execution of this agreement, and shall be undertaken and completed in such
sequence as to insure their completion consistent with the schedule in Exhibit A. The
time of performance may be extended by mutual agreement of the parties.
Contractor's work will be of a level that is considered professionally acceptable in the
planning profession.
3. Method of Payment & Total Proiect Amount. The Client shall compensate
Contractor for its services in accordance with the Compensation Schedule set out in
Exhibit B. The amounts set forth on Compensation Schedule are not to exceed
amounts for each task. It is understood and agreed that in no event will the total
compensation and reimbursement to be paid hereunder exceed the sum of $50,000 for
all services rendered. By mutual agreement, the Client and Consultant may reallocate
the budget among project tasks if the total budget amount remains unchanged.
4. General Terms and Conditions.
A. Termination of Agreement: The Client shall have the right to terminate this
Agreement, with or without cause, by giving written notice to the .Contractor
of such termination and specifying the effective date thereof, which notice
shall be given at least 30 days before the effective date of such termination. In
such event all finished or unfinished documents, data, studies and reports
prepared by the Contractor pursuant to this ,Agreement shall become the
Client's property. Contractor shall be entitled to receive compensation in
accordance with the Agreement for any satisfactory work completed pursuant
to the terms of this Agreement prior to the date of termination. Not
withstanding the above, Contractor shall not be relieved of liability to the
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Client for damages sustained by the Client by virtue of any breach of the
Agreement of the Contractor.
B. Changes. The Client may, from time to time, request changes in the scope of
services of the contractor to be performed hereunder. Such changes, including
the increase or decrease in the amount of the Contractor's compensation,
which are mutually agreed upon between the Client and the Contractor, shall
be in writing and upon execution shall become part of the Agreement.
C. Assignability. Any assignment or attempted assignment of this Agreement by
Contractor without the prior written consent of the Client shall be void;
provided, however, that claims for money due or to become due Contractor
from the Client under this Agreement may be assigned to a bank, or other
financial institution, without such approval. Notice of any such assignment or
transfer shall be furnished to the Client.
D. Audit. The Client or any of its duly authorized representatives shall have
access to any books, documents, papers, and records of Contractor which are
pertinent to Contractor's performance under this Agreement, for the purposes
of making an audit, examination, or excerpts. The Contractor shall maintain
records for 3 years after contract ends.
E. Ownership of Documents. Drawings, specifications, guidelines and other
documents prepared by Contractor in connection with this Agreement shall be
the property of the Client. However, Contractor shall have the right to utilize
such documents in the course of its marketing, professional presentations, and
for other business purposes.
F. Governing. Law. This Agreement has been executed by the parties hereto on
the day and year first above written and shall be governed by the laws of the
State of North Carolina: Contractor shall also comply with all applicable state
and federal laws and regulations and resolutions of the Client.
G. Subcontractors. Subcontractors may be utilized if approved by the Client.
H. Notices. Any notice concerning the terms and conditions of this Agreement
from Contractor to the Client shall be in writing and delivered, either
personally or by mail (postage prepaid), by telegram or facsimile transmission
and shall be addressed as follows:
Mr. Tom Altieri, Comprehensive Planning Supervisor
306-F Revere Rd., PO Box 8181
Hillsborough, North Carolina 27278
Facsimile number: (919) 644-3002
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Notices to Contractor from Client shall be in writing and delivered, either
personally or by mail (postage prepaid), by telegram or facsimile transmission
and shall be addressed to:
Mr. Roger Waldon
Clarion Associates
1 S26 East Franklin Street, Suite 102
Chapel Hill, North Carolina 27S 14
Facsimile number: (919) 967-9077
Notices shall be deemed effective upon delivery in the event of personal
delivery, and after three (3) days when mailed, postage prepaid; if transmitted
by facsimile or telegram, upon verified receipt of the electronic transmission.
Either parry may change its address in reference to notices by written
notification to the other party.
S. Indemnification. Contractor shall indemnify and hold Client harmless from and
against and all claims, suits, or action made or asserted for any damage to person or
property occasioned by the negligent errors or omissions by Contractor in connection
with performance of Contractor's obligation under this Agreement.
A. Independent Contractor. Contractor is an independent contractor.
Notwithstanding any provision appearing in this Agreement, all personnel
assigned by Contractor to perform work under the terms of the Agreement
shall be and remain at all times, employees of the Contractor for all purposes.
The Contractor, its agents and employees, in the performance of this
Agreement, shall act in an independent capacity and not as officers or
employees of Client.
6. Extent of Agreement. This Agreement represents the entire and integrated
agreement between the Client and the Contractor and supersedes all prior
negotiations, representations or agreement, either written or oral. This Agreement
may be amended only by written Agreement signed by both the Client and the
Contractor.
7. Mediation and Arbitration. Any disputes arising out of this Agreement shall be
subject to arbitration. As apre-condition to the filing of any such arbitration, all
claims, disputes, and other matters in question between the parties to this Agreement
arising out of or relating to this Agreement concerning a breach thereof, shall first be
submitted to non-binding mediation prior to initiation of any arbitration unless the
parties mutually agree otherwise. The cost of said mediation shall be split equally
between the parties. This Agreement to mediate shall be specifically enforceable
under the prevailing laws of the State of North Carolina.
The parties agree that any disputes concerning the terms and conditions of this
Agreement that cannot be resolved after consultation and discussion between the
parties or by mediation shall be submitted and finally settled by arbitration. Any
arbitration shall be conducted under the rules of the American Arbitration
Association.
Mediation or arbitration conducted under this Agreement shall occur in Orange
County, North Carolina.
8. Severability. In the event that any provision of this Agreement shall be held to be
invalid or unenforceable, the remaining provisions of this agreement shall remain
valid and binding upon the parties hereto.
CLARION ASSOCIATES LLC ORANGE COUNTY
BY:
BY:
Craig Richardson
Title: Vice President Title:
Date: Date:
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Exhibit A: Scope of Services
Task 1: Reconnaissance/Data Collection
Contractor:
A. INTERVIEW ELEMENT MANAGERS AND COLLECT DOCUMENTS FOR
SYNTHESIZING (Maximum of 7 meetings)
• Using the general Table of Contents, attached) as a general guideline, meet
with Element Managers to review and collect pertinent documents for
synthesizing. Comprehensive Planning Supervisor will also attend these
meetings.
• Receive any guidance that Element Managers may have to offer for
synthesizing.
B. IDENTIFY GAPS AND DEVELOP DETAILED TABLE OF CONTENTS FOR
EACH ELEMENT (Maximum of 7 meetings)
• Review documents that have been collected and identify any missing
components that should be included in the draft Elements.
• Meet a second time with respective Element Manager(s) and Project
Management Team to develop recommendations on how to fill any identified
gaps in data or information, not policy.
• Draft detailed Tables of Contents for each individual Element.
County Staff:
• Collect pertinent documents for synthesizing, meet with Contractor and
provide guidance.
• With Contractor, develop recommendations to fill data and information gaps.
Deliverables:
• Detailed Table of Contents for 7 Elements.
• Gaps identified and recommendations to fill.
Schedule: Upon contract execution, initiated immediately and completed by end of
September 2007
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Task 2: Advisory Board Meetings
Contractor:
A. JOINT ADVISORY BOARD MEETING
• Participate in Joint Advisory Board meeting (October 2007) to "kick-off' the
beginning of Phase II activities. (1 meeting)
• Coordinate with the Dispute Settlement Center (consultant hired to facilitate
some meetings) and Project Management Team to prepare for meeting and
collect meeting notes/documentation following the Joint Advisory Board
Meeting. (2 meetings)
B. ELEMENT LEAD ADVISORY BOARD MEETINGS (Maximum of 7-meetings)
• Meet once with each Lead Advisory Board to present a detailed draft Table of
Contents for that Board's individual Element.
• As a partner with Element Managers, convey gaps and recommendations for
filling them.
• Prepare a memorandum summarizing the feedback provided by each
Advisory Board.
• Revise draft Table of Contents for the Comprehensive Plan as directed by
Element Managers, taking Advisory Board feedback into consideration.
• Convey Advisory Board preference for filling gaps to Project Management
Team.
C. PLANNING BOARD MEETINGS (Maximum of 3-meetings)
• Appear with staff to provide updates to the Board on the progress of the
overall project and the Elements in which the Planning Board does not play a
lead role.
County Staff: .
• All arrangements and meeting materials for Joint Advisory Board Meeting.
• Coordination between Dispute Settlement Center and Contractor.
• Coordination of Lead Advisory Board Meetings.
Deliverables:
• Documented feedback from Advisory Boards
• Final draft, detailed, Tables of Contents for 7 Elements.
Schedule: Completed in October and November 2007.
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Task 3: Formatting/Assembling Comprehensive Plan
Contractor:
SYNTHESIZE DOCUMENTS
Coordinate with Element Managers to collect any material prepared by county
staff to fill identified gaps, as directed by the Project Management Team.
Following standardized formatting guidelines (to be developed by Element
Managers and approved by the Project Management Team) and the Table of
Contents that were completed for each Element, synthesize documents into a
.draft Comprehensive Plan.
Adopted County Profile Element shall be inserted into the draft.
County Staff:
• Complete and convey any material required to fill gaps as instructed by the
Project Management Team.
• Provide formatting guidelines.
• Provide, in agreed upon format, Sections I-V of the Comprehensive Plan, as
described in Attachment 1.
Deliverables:
• 120 black-and-white copies of Draft Comprehensive Plan based on detailed
Tables of Contents developed for each Element and general Table of
Contents (i.e. Intro., Planning Principles, Admin., and Monitoring) for overall
Comprehensive Plan (Attachment 1). An electronic copy shall also be
provided on CD.
Schedule: Completed by end of February 2008.
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Task 4:.Present Comprehensive Plan and .Revise
Contractor:
PRESENT, WITH ELEMENT MANAGERS, DRAFT COMPREHENSIVE PLAN
TO LEAD ADVISORY BOARDS (Maximum of 7 meetings)
• Prepare a memorandum summarizing feedback provided by Advisory Boards.
• Revise draft Elements as directed by Element Managers, taking Advisory
Board feedback into consideration.
• Revise any remaining sections of the Comprehensive Plan not contained
within an Element, as directed by the Project Management Team, taking
Advisory Board feedback into consideration.
County StafF:
• All required community outreach and notification.
• Coordination of Lead Advisory Board Meetings.
• Review draft Comprehensive Plan and provide a consolidated list of staff
suggestions for revisions.
Deliverables:
• Memorandum summarizing feedback from Advisory Boards.
• One revision of the Comprehensive Plan to reflect Board feedback and staff
suggestions.
• 40 .color copies of Final Draft Comprehensive Plan for Public Hearing. An
electronic copy shall also be provided on CD. .
Schedule: Completed by mid-April 2008
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Task 5: Public Meetings
Contractor:
A. PUBLIC HEARING (1-meeting)
• Attend Public Hearing and participate in the presentation.
B. PLANNING BOARD MEETING (1-meeting)
• Attend Planning Board meeting to receive their recommendation on the
Comprehensive Plan.
C. BOCC CONSIDERATION (1-meeting)
• Attend the BOCC meeting for the consideration of the Comprehensive Plan
Update.
County Staff:
Deliverables:
All required notification and advertisement.
Follow-up, additional revisions to the Comprehensive Plan as directed
by the BOCC following the Public Hearing.
Preparation of materials and presentations related to BOCC action on
the Comprehensive Plan following the Public Hearing.
PowerPoint Presentation for Public Hearing.
Schedule: Task 5A completed May 2008; Task 5B completed June or July 2008; and
Task 5C to be completed August 2008
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Exhibit B: Compensation Schedule
The Scope of Work identified in Exhibit A will be undertaken within a budget
of $50,000. The breakdown of costs is as follows:
TASK BUDGET
Task 1: Reconnaissance/Data Collection: $ 10,000
Task 2: Advisory Board Meetings: $ 8,000
Task 3: Formatting/Assembling Comprehensive Plan: $ 17,000
Task 4: Present Comprehensive Plan and Revise: $ 10,000
Task 5: Public Meetings: $ 5,000
TOTAL BUDGET $ 50,000
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Contract Attachment 1
Orange County Comprehensive Plan
Draft Table of Contents
Sections and Subsections Page .1
I. Introduction
A. What is the Orange County Comprehensive Plan?
B. Authorization and State Guidelines
C. Orange County Planning History
D. Update Process and Citizen Participation
E. User's Guide
II. Planning Principles (Adopted by County Commissioners, Oct. 21, 2004)
A. Efficient and Fiscally Responsible Provision of Public Facilities and
Services
B. Sustainable Growth and Development
C. Air Quality Protection and an Effective
Transportation System
D. Natural Area Resource Preservation
E. Preservation of Rural Land Use Pattern
F. Water Resources Preservation
G. Promotion of Economic Prosperity and Diversity
H. Preservation of Community Character
III. Administration and Implementation Guidelines
(To include the general guidelines for county departments and
advisory boards to follow after the Comprehensive Plan is adopted)
IV. Monitoring Procedures
A. Review
B. Evaluation
C. Amendment
V. County Profile (Data) Element
A. Purpose
B. Historic and Current Data
B1. Regional Overview/Geography
B2. Population
B3. Housing
B4. Employment and Economy
. C. Population Projections (law, med., and high growth scenarios)
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Sections and Subsections
Page 2
VI. Economic Development Element
A. Purpose
B. Historic Data, Current Data and Trends (including evaluation)
C. Needs Assessment/Level of Service
D. Goals and Objectives
E. Interrelationships with Other Elements
and Other Key Documents
F. Intergovernmental Coordination
VII. Housing Element (includes Affordability)
A. Purpose
B. Historic Data, Current Data and Trends (including evaluation)
C. Needs Assessment/Level of Service
D. Goals and Objectives
E. Interrelationships with Other Elements
and Other Key Documents
F. Intergovernmental Coordination
VIII. Land Use Element (includes Future Land Use Map and Energy)
A. Purpose
B. Historic Data, Current Data and Trends (including evaluation)
C. Needs Assessment/Level of Service
D. Goals and Objectives
E. Interrelationships with Other Elements
and Other Key Documents
F. Intergovernmental Coordination
IX. Natural and Cultural Systems Element (includes Natural
Areas, Agricultural Resources, Historic and' Cultural Resources, Water
Resources, and Air Quality/other Natural Resources)
A. Purpose
B. Historic Data, Current Data and Trends (including evaluation)
C. Needs Assessment/Level of Service
D. Goals and Objectives
E. Interrelationships with Other Elements
and Other Key Documents
F. Intergovernmental Coordination
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Sections and Subsections
X. Recreation and Parks
Page 3
A. Purpose
B. Historic Data, Current Data and Trends (including evaluation)
C. Needs Assessment/Level of Service
D. Goals and Objectives
E. Interrelationships with.Other Elements
and Other Key Documents
F. Intergovernmental Coordination
XI. Services (Utilities) and Community Facilities Element (includes Water,
Sewer, Drainage/Aquifer Recharge, Solid Waste, Emergency. Management
Services, Libraries, and Education)
A. Purpose
B. Historic Data, Current Data and Trends (including evaluation)
C. -Needs Assessment/Level of Service
D. Goals and Objectives
E. Interrelationships with Other Elements
and Other Key Documents
F. Intergovernmental Coordination
XII. Transportation Element (includes Transportation Improvement Plans,
Functional Classification Criteria, Public Transportation, and Bicycle/Pedestrian
Facilities)
A. Purpose
B. Historic Data, Current Data and Trends (including evaluation)
C. Needs Assessment/Level of Service
D. Goals and Objectives
E. Interrelationships with Other Elements
and Other Key Documents
F. Intergovernmental Coordination
XIII: Appendices
A. Data (County Profile)
B. Economic Development
C. Housing
D. Land Use
E. Natural and Cultural Systems
F. Recreation and Parks
G. Services (Utilities) and Community Facilities
H. Transportation
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ATTACHMENT 2
ORANGE COUNTY PLA-~vNING & INSPECTIONS DEPARTMENT
Craig N. Benedict, AICP, Director
~a„ntP of ®r
Comprehensive Planning ~~° , ~ o~ 306-F Revere Road
(919) 245-2575 u ~' ~ P.O. Boz 8181
(919) 644-3002 (FAX) ~ Hillsborough, NC 27278
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www.co.orange.nc.us ~<<h C0.Lfl"°
DATE:
Apri19, 2007
SUBJECT: Orange County Request for Qualifications -Synthesis
of Existing County Documents into a Draft
Comprehensive Plan
Firms are being invited to submit a Statement of Qualifications to become eligible
for possible interview and negotiations toward a contract for professional
planning and/or technical writing services to develop amulti-element Draft
Comprehensive Plan. The Plan shall be developed using existing written
documents with identification of any additional material that may be required.
I. Introduction
A. Description of Issuing Agency
The Orange County Planning and Inspection Department (Planning
Department) is the issuing agency for the Request for Qualifications (RFQ).
The agency provides a full range of planning and development review
services for the unincorporated portions of Orange County.
B. Selection of Qualified Firm
The Comprehensive Plan Project Management Team (County Manager,
Planning Director, Comprehensive Planning Supervisor and Planning Board
Chair) will review the responses to the RFQ and make a recommendation to
the Board of County Commissioners (BOCC) to begin negotiation with a firm
to carry out the task of synthesizing existing county documents to develop a
Draft Comprehensive Plan. The BOCC has the sole authority to select or
reject any or all responses to the RFQ. A specific scope of services, budget
and timeline will be negotiated with the selected firm, and a contract will
ultimately be executed.
TO: Professional Planning and/or Technical Writing
Consultants
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C. Questions
All questions regarding the RFQ must be received by the Planning
Department no later than noon on Monday, May 7, 2007. Questions must
be addressed to Tom Altieri, AICP, Comprehensive Planning Supervisor
via a-mail, at taltieri~co.oranpe.nc.us or telephone, at 919-245-2579.
11. Background
Orange County is seeking a professional consultant to "synthesize" the
existing county reports and studies that have been completed by various
county departments, advisory boards, and in some cases consultants; to
identify any missing components typically included in a Comprehensive Plan;
and repackage into a Draft Comprehensive Plan (See Section I11, Scope of
Services for additional detail). This process will be an update to an existing
Plan that was completed in 1981 with a revised format.
The overall Comprehensive Plan Update process is currently underway and is
being completed in two phases. Phase I, which primarily involves
development of Goals and a County Profile (Data) Element, is being
completed by County staff and advisory boards. Phase II, which primarily
involves the synthesis of existing reports and studies into seven (7) additional
Elements (Economic Development, Housing, Land Use, Natural and Cultural
Systems, Recreation and Parks, Services and Community. Facilities, and
Transportation), may be completed by a consultant in partnership with County
staff and advisory boards. Although Phase II is scheduled to take place
between October 2007 and August 2008, parts A and B as provided in
Section III below could be initiated as soon as a consultant contract is
executed.
The following documents, several of which are referenced herein, are
available on the Comprehensive Plan Update website at
http://www.co.orange.nc.us/plannin~ /g compre cpupdate.asp:
Introductory Brochure
Draft Table of Contents
Draft Purpose and Scop e
Opportunities for Citizen Knowledge
Comprehensive Plan Up date Timetable
Comprehensive Plan Up date BOCC Approved Roles
Comprehensive Plan Up date BOCC Approved Process
Comprehensive Plan Up date - KeKTerms
1981 Land Use Element Comprehensive Plan
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III. Scope of Services (Negotiable)
A. INTERVIEW ELEMENT MANAGERS AND COLLECT DOCUMENTS FOR
SYNTHESIZING
• Using the general Table of Contents (Developed by Planning Board)
as a general guideline, meet with Element Managers to review and
collect pertinent documents for synthesizing. Comprehensive Planning
Supervisor will also attend these meetings.
• Receive any guidance that Element Managers may have to offer for
synthesizing.
B. IDENTIFY GAPS AND DEVELOP DETAILED TABLE OF CONTENTS
FOR EACH ELEMENT
• Review documents that have been collected and identify any missing
components that should be included in the draft Elements.
• Work with Element Managers and Project Management Team to
develop recommendations on how to fill any identified gaps in data or
information, not policy.
• Draft detailed Tables of Contents for each individual Element.
C. ELEMENT LEAD ADVISORY BOARD MEETINGS
• Present detailed draft Tables of Contents for each individual Element
to its Lead Advisory Board(s).
• As a partner with Element Managers, convey gaps and
recommendations for filling them.
• Document feedback provided by Advisory Boards.
• Revise draft outline as directed by Element Managers, taking Advisory
Board feedback into consideration.
• Convey Advisory Board preference for filling gaps to Project
Management Team.
D. SYNTHESIZE DOCUMENTS
• Coordinate with Element Managers to collect any material prepared by
county staff to fill identified gaps, as directed by the Project
Management Team.
• Following standardized formatting requirements (to be developed by
Element Managers and approved by the Project Management Team)
and the outlines that were completed for each Element, synthesize
documents into a draft Comprehensive Plan.
• Adopted County Profile Element shall be inserted into the draft.
E. JOINT ADVISORY BOARD MEETING
• Participate in Joint Advisory Board meeting (October 2007) to "kick-ofP'
the beginning of Phase II activities.
• Coordinate with the Dispute Settlement Center (consultant ,hired to
facilitate some meetings) and Project Management Team to prepare
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for meeting and collect meeting notes/documentation following the
Joint Advisory Board Meeting.
F. PRESENT, WITH ELEMENT MANAGERS, DRAFT COMPREHENSIVE
PLAN TO LEAD ADVISORY BOARDS (May be done at one joint meeting)
• Document feedback provided by Advisory Boards.
• Revise draft Elements as directed by Element Managers, taking
Advisory Board feedback into consideration.
• Revise any remaining sections of the Comprehensive Plan not
contained within an Element, as directed by the Project Management
Team, taking Advisory Board feedback into consideration.
G. PUBLIC HEARING
• Attend Public Hearing.
• Coordinate with the Dispute Settlement Center, Inc. and Project
Management Team to prepare for meetings and collect meeting
notes/documentation following the Hearing.
H. PLANNING BOARD MEETING
• Attend the Planning Board meeting to receive their recommendation
for the Comprehensive Plan Update.
I. BOCC ADOPTION
® Attend the BOCC meeting for the consideration of the Comprehensive
Plan Update.
IV. Instructions to Responders
A. General Information
1. Submittal of Qualifications
All responses must be received no later than 12:00 noon, .EDT, on
Friday, May 11, 2007. `The County reserves the- right to reject late
proposals; reserves the right to accept or reject any or all responses;
and reserves the right to amend the scope of services and request for
proposal to preferred respondents at a later date.
2. Response Format
Responses shall be prepared two-sided on 8-1/2" x 11" paper.
Attachments can include general firm materials. One bound, printed
original and one electronic copy (CD ROM or IBM compatible disk
accepted) of the response are to be submitted. Documents should be
clear and understandable when reproduced in black and white. The
response shall include the Responder's name and address and clearly
marked "Response to RFQ for Professional Consulting Services
(Comprehensive Plan).'`
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3. Project Funding
The requested services will be funded through Planning Department
funds as augmented, where needed, by other county funds.
4. Schedule
The RFQ will be conducted according to the following schedule:
a) Issue request for qualifications: April 9, 2007.
b) Questions due: Monday, May 7, 2007 by 12:00 noon EDT.
c) Qualifications must be submitted no later than 12:00 noon, EDT, on
Friday~ May 11, 2007.
d) Interviews, if requested (The Project Management Team may, at its.
discretion, issue a detailed request for proposal or request interviews following
receipt of Statements of Qualification).
e) BOCC may begin contractual negotiations with preferred
professional consultant after May 25, 2007
5. Addenda/Clarifications
Any Planning Department changes to this RFQ will be made by written
addendum. No verbal modifications will be binding.
6. Pre-contractual Expenses:
Pre-contractual expenses are defined as expenses incurred by the
Contractor in: 1) preparing its response to this RFQ; 2) submitting that
response to the County; 3) negotiating with the County regarding any
matter related to this RFQ; or 4) any other expenses incurred prior to
the date of execution of the proposed agreement. The County shall
not, in any event, be liable for any pre-contractual expenses incurred in
the preparation of their response to the RFQ. Respondents shall not
include any such expenses as part of their proposals.
7. Submittal of Work Products and County Payment of Invoices
Although scheduling, invoicing and payment details will be explicitly
stated within a negotiated contract, Consultants are expected to submit
work products to the County in accordance with contractual deadlines
and it is the County's policy to pay invoices following staff verification
of submitted work .products.
8. Exceptions and Deviations
Any exceptions to the requirements in this RFQ must be included in
the response submitted by the Respondent. Segregate such
exceptions as a separate element of the response under the heading
"Exceptions and Deviations."
9. Contract Award
Issuance of this RFQ and receipt of responses do not commit the
BOCC to award a contract. The BOCC reserves the right to postpone
opening for its own convenience, to accept or reject any or all
responses received in response to this RFQ, to negotiate with other
than the selected firm should negotiations with the selected firm be
terminated, to negatiate with more than one firm simultaneously, or to
cancel all or part of this RFQ.
22
10. Conflicts
All responding parties shall identify any conflicts due to their
representation of others in actions adverse to the County in this RFQ.
Conflicts resulting from representing other clients shall also be
identified.
11. BOCC Rights
The BOCC may investigate the qualifications of any Respondent under
consideration, require confirmation of information the Respondent
furnished, and require additional evidence of qualifications to perform
the work described in this RFQ. The BOCC reserves the right to: a.
Reject any or all responses if such action is in the public interest; b.
Cancel the entire RFQ; c. Issue a subsequent RFQ; d. Remedy
technical errors in the RFQ process; e. Use evaluation committees to
review and evaluate written responses and ~ establish a short list of
firms eligible for interview; and g. Negotiate with any, all, or none of the
RFQ respondents.
B. Statement of Qualifications
1. Letter of Response
A qualified respondent should review the attached specifications and
submit its qualifications by 12:00 noon, EDT, on or before Friday, May
11, 2007, to:
Orange County Planning and' Inspection.Department
Attention: Mr. Tom Altieri, AICP
P.O. Box 8181, 306-F Revere Rd.
Hillsborough, NC 27278
Below are information and materials that you should include with your
Statement of Qualifications. The required information includes the
following items:
a) Firm name, address, and telephone number of each firm, .including
the name, title, address and telephone and fax numbers, and a-mail
address of each contact person during period of response
evaluation.
b) A one-page statement of interest and qualifications for this project.
c) A brief (maximum two-page) project understanding description.
Include any concerns regarding scheduling, concept, expectations,
and the like.
d) Discussion of your firm's specific abilities and expertise to provide
the required professional services and qualifications related to
project requirements, including project management skills and
methodology to monitor project budgets.
e) Key personnel proposed as project team members, including
detailed resumes. Clearly identify sub consultants, if proposed, with
similar information.
23
f) Examples of specific knowledge, expertise and project
management experience related to this type of project.
g) Descriptions of recent and related projects completed.
h) References of at least three clients for which your firm has provided
similar professional services.
i) Acknowledgment of receipt of RFQ addenda, if any.
2. Hourly Rates and Personnel
Provide titles or classifications of personnel who may perform work and
their 2007 hourly rates. Proposers should note any other expenses
that will be billed (e.g. copying postage, mileage, etc.) and whether
these items are billed at cost, or if there is a markup. The Responder
should indicate the percent markup, if any.
3. Qualifications and Experience
Provide written information and examples of work experience of the
"project manager" identified that will lead the work on behalf of the firm,
experience working with county government, knowledge of Orange
County and Comprehensive Plans in North Carolina.
4. References
Reference information must include: a) Name of reference, b) Project
name, c) Brief description of firm's involvement, d) Contact person,
with address and telephone number, and e) Firm's key personnel
assigned to the referenced project. Please provide the name, address
and telephone number of three individuals familiar with the
Responder's work.
V. Evaluation of Responses
Each response will be assessed as to how well it meets the requirements of
this RFQ and the qualifications and experiences listed in Section IV.
VI. Contract Terms and Conditions
Orange County will prepare a contract with the selected Respondent. The
County will use its standard contract terms and conditions. Although the
contract will be with Orange County, the client representation will include the
Project Management Team and a possible work group of the BOCC.
24
ATTACHMENT 3
Clarion.A,rsociates
1526 E. Frartklirt St. Suite 102
Chapel Hill, NC 2751 G
(919) 967-9188
(919) 967-9077 fax
May 10, 2007
Mr. Tom Altieri, ACIP
Planning and Zoning
Growth Management
MarketAnalyris
Keal Estate Consulting
Appraisal
Comprehensive Planning Supervisor
Orange County Planning Department
306-F Revere Road
Hillsborough, NC 27278
~ ~ ~ ~ e ~ ~
25
Re: Response to RFQ for Professional Consulting Services (Comprehensive Plan).
Dear Mr. Altieri:
Clarion Associates is pleased to submit this response to Orange County's RFQ for
Consulting .Services related to preparation of a Comprehensive Plan. Clarion
Associates is a national land-use consulting firm with extensive experience in
preparing comprehensive plans, downtown strategies, area plans, design standards,
growth management strategies, and zoning codes for jurisdictions of all sizes and
types in North Carolina and across the country. We have offices in Chapel Hill,
Denver, Fort Collins, and affiliate offices in Cincinnati, Chicago, and Philadelphia.
We are a national firm with a strong local presence. We also are a firm that
combines state-of-the art practice in both planning and law, .and have a track
record of success. One of the reasons we are confident of our ability to undertake
this task is that we have been through similar. processes with other communities. We
have addressed similar growth pressures in similar settings, and have extensive local
government planning experience. We can bring experience, local knowledge, and
value to this process.
Thank you for this opportunity to respond to your RFQ. We look forward to hearing
from you.
Sincerely,
~~-
Roger Waldon, FAICP, Principal, Clarion Associates
Table of Contents
26
1. Interest and Qualifications .................................... 1
2. Project Understanding ....................................... 2
3. Abilities and Expertise ....................................... 4
4. Key Personnel ............................................ 4
5. Knowledge, Expertise, and Project Management ..................5
6. Related Projects ..... ...................................... 6
7. Hourly Rates and Expenses .................................... 8
8. Qualifications of Project Manager .............................. 8
9. References ......... ..................................... 9
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INTEREST AND QUALIFICATIONS
27
Orange Covnty Comprehensive Plan
Clarion Associates and its planners have had ongoing interest in Orange County and
its planning programs. The interest grows out of recent work with the County's
leadership and citizens, combined with long-standing involvement in the County's
initiatives.
The recent work has focused on the Hillsborough-Orange
County Strategic Growth Plan. Clarion Associates led a
team of professionals that worked with a Steering
Committee and the elected Boards of Hillsborough and
Orange County to prepare a plan for managing growth.
The Plan identifies land use patterns that will best achieve
the goals of Orange County and Hillsborough as the Town
grows - -with attention to the edges and interface where
Town and County jurisdictions meet. A key
recommendation calls for execution of an Interlocal
Agreement that will set the stage for cooperative decision-
making. Part of the work on that Plan involved reviewing the
County's goals and growth management objectives to
incorporate into the recommended strategies. We
participation.
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STRATEGIC GROWfH PLAN
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want to continue our
The long-standing involvement in County initiatives comes from Roger Waldon's work
in his previous role as Chapel Hill's Planning Director. Starting with his work on the
initial concept of a Joint Planning Agreement and Rural Buffer for the areas around
Chapel Hill and Carrboro, Mr. Waldon was involved in nearly all major County
planning initiatives during his tenure. The Shaping Orange County's Future project,
the Water-Sewer Boundary Agreement, the creation of a Lands Legacy program,
and the current effort to update Orange County's Comprehensive Plan are
examples of the important initiatives in which he played a role. Understanding that
history and the evolution of planning concepts in Orange County is critical to the
success of this current initiative to pull all the pieces together into a coordinated,
updated Comprehensive Plan. We would like to be a part of bringing this project
across the finish line.
Clarion Associates
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Orange Covnty Comprehensive P-an
Clarion's qualifications to perform the needed tasks are documented in this proposal
and in previous materials that have been part of our ongoing work with the County.
Clarion is a national leader in the areas of planning, land use, and growth
management, as illustrated by a long string of successful, innovative planning
projects across the country. Most recent award-winning recognition came with
South Carolina's 2007 Outstanding Planning award for our work in Beaufort County,
SC, and the 2007 National. Planning Award from the American Planning Association
recognizing our work in Cheyenne, Wyoming.
PROJECT UNDERSTANDING
Partly because of our recent and long-standing involvement with Orange County's
planning programs, we believe that we have a full understanding of the work that
has gone on to date to update the County's Comprehensive Plan, and of the current
need to synthesize the ideas. It is time to pull all the work together into a cohesive
and internally consistent Plan, and we want to help accomplish that.
Easier said than done, of course. The eight elements that will comprise the new,
updated version of the Orange Covnty Comprehensive Plan are in various stages of
completion. The Advisory Boards for each element are continuing to meet and
refine the ideas, and the issues themselves continue to evolve as work proceeds. We
believe that one of the obstacles that has prevented this Comprehensive Plan from
reaching completion before now is the important, aggressive, compelling work on
the issues themselves - -transportation initiatives, affordable housing initiatives, land
acquisition and preservation, utility agreements, economic development
opportunities - -all requiring the dedication of staff resources and Advisory Board
attention.
One of the reasons for the long plan-
preparation process to date is also a key
strength of the process: citizen and
stakeholder engagement. A hallmark of
Orange County government through the
years has been attention to a highly
participatory process. The good work of
the Lead Advisory Boards is evidence of
the thoroughness with which the Covnty has approached the preparation of this
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Orange Covnty Comprehensive P-an
Plan. It makes for a longer and more complex process, but will result in a strong Plan
with broad support and buy-in.
Clarion is in a good position to help the County bring this phase of its planning
program to a successful conclusion. The value that can be brought by the
contribution of independent resources has been proven repeatedly in Orange
County, most recently by the work of Andy Sachs and the Dispute Settlement Center
in helping to facilitate discussions related to this Comprehensive Plan. Clarion has
had repeated success is many communities in preparing Comprehensive Plans, and
we can build on the work of Mr. Sachs, the Planning Department, and the Advisory
Boards. We intend to pick up the array of tasks that are outlined in the RFQ, and
synthesize the elements into a cohesive whole.
This will be atime-intensive task, and one of the reasons Clarion is well positioned to
help is that we are not only a national leader in this area, but also residents living and
working within Orange County. There are so many meetings that will need to be
attended, as outlined in the proposed Scope of Services in the RFQ, that a local
presence for the consulting team is nearly mandatory. As we review the proposed
Scope, we identify the need for attendance/participation in approximately 40
meetings, arrayed as follows:
• 14 meetings with Element Managers in Tasks A and B
• 14 meetings with Lead Advisory Boards in Task C
• 8 meetings with Element Managers in Task D
• 2 meetings each with the Joint Advisory Board and Management Team in Tasks E-F
• 3 meetings (minimum) as part of Planning Board and Public Hearing consideration
We understand that there will be need
for preparation of materials and notes
both before and after each of these
meetings. We also understand that the
purpose of participating in these
meetings is to assure that the consultant
is fully aware of the work underway in
each Element, so as to be able to
produce a product (Draft
Comprehensive Plan) that pulls everything together. We will suggest opportunities to
arrange these meetings in a manner that can maximize use of consultant resources.
Clarion Associates
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Orange Covnty Comprehensive Plan
Other assumptions that we would make based on our knowledge of the discussions
to date and the information contained in the f2FQ: (1) Phase I of the project, focusing
on gathering data and preparing maps, will be the responsibility of staff and is
nearing completion; consultant work will focus on the synthesis of the remaining
seven Elements, concluding with production of a draft Plan that includes all eight
Elements; (2J Citizen outreach (beyond the Advisory Board meetings) has been
ongoing, and will continue to be a priority of staff as this project moves to
completion, without extensive involvement of this. consultant; (3) Work would be
expected to begin immediately on Tasks A and B, which we consider to be mostly in
the nature of "reconnaissance;" and (4) The objective would be to have a draft
Comprehensive Plan ready for public hearing in fall, 2008.
We offer these ideas, above, as our understanding of the tasks and our expectations
regarding the role the consultant will play. If the Clarion team is selected forwork on
this project, we would be pleased to discuss a detailed Scope of Work and
accompanying budget.
ABILITIES AND EXPERTISE
Clarion Associates is a full-service, nationally recognized land use, growth
management, and planning consulting firm with offices in Chapel Hill, Denver and
Fort Collins and affiliate offices in Chicago, Cincinnati, and Philadelphia. Clarion
Associates has a unique and unmatched combination of talent that covers the fields
of land use and urban planning, design, code preparation,, and land use law. This
combination allows us to develop creative solutions to difficult land use and design
challenges. Clarion Associates 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 ordinances, regulations and design standards in North
Carolina and throughout the United States.
The firm has developed expertise in a broad range of planning areas, including:
• Comprehensive Plans;
• Downtown plans and strategies;
Clarion Associates
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31
~,,, ~az,,,~~ Orange County Comprehensive Plan
• Neighborhood Plans and Design Standards;
• Community and regional planning;
• Citizen participation strategies; and
• Development financing.
Our Project Management skills have proven effective in our previous work locally and
nationally. A key component of our approach to project management is clear and
frequent communication with the lead staff person. Negotiation of a specific Scope
of Work is important, to establish the expectations of all parties at the outset of work.
Regarding the monitoring of budgets, we have found it useful to set "not to exceed"
amounts for each task in a project, and to report monthly on "~ complete" for each
task to assure that there is accountability for financial management of a project.
KEY PERSONNEL
Two Clarion professionals will participate in this project. The Project Manager will be
Roger Waldon. Leigh Anne King will also be assigned. Both of these planners were
engaged in the recent Hillsborough-Orange County Strategic Growth Plan, and both
are familiar with the issues, staff, and leadership of the County. Brief descriptions
follow. Resumes are offered in an Appendix.
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 functions. His planning and design -
background, combined with experience as a former elected official, .fi~~
contributed to the success of numerous tannin initiatives, includin ; ~" - ~'
p g ~ g~ 1 p`
implementation of comprehensive plans and special area studies. tr-'~ ,~*
He is presently involved in the preparation of growth management ~ r
strategies for Hillsborough, NC, Rock Hill and Beaufort County, SC, n ~ ,.
and Hanover County, VA. He is developing neighborhood plans in
Chapel Hill and Wake Forest, NC, and comprehensive plan updates
in Fredericksburg, VA, Brentwood TN, and Union County, NC. Mr.
Waldon is a member 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.
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Orange County Comprehensive P-an
Leigh Anne King. is a land use planner with experience working with
local governments on planning initiatives. She is presentlyworking on
a code update project in Portsmouth, Virginia; affordable housing
mitigation projects in Lee County, Palm Beach County, Islamorada,
and Marathon Florida; a growth management strategy in
Hillsborough, NC and Rock Hill, South Carolina; a comprehensive
plan update in Hanover, Virginia; and neighborhood plans in Chapel
Hill and Wake Forest, North Carolina. Mrs. King has worked with
~~
Clarion for two years. Prior to joining Clarion Associates, she earned a Master in
Regional Planning degree from the University of North Carolina, Chapel Hill, and
worked for a national conservation nonprofit in Arlington, Virginia.
KNOWLEDGE, EXPERTISE, AND PROJECT MANAGEMENT
Clarion Associates is staffed by planning and land use law professionals with full
knowledge of best planning practices. We have helped communities in all aspects
of Comprehensive Planning work - -setting goals, engaging citizens, collecting and
analyzing data, organizing and synthesizing ideas, drafting plans, and constructing
implementation mechanisms. A unique feature of Clarion is that we also focus on
the legal context for planning initiatives..0ur land use attorneys make certain that
the regulatory context and recommendations for initiatives are firmly grounded and
defensible. Examples of our work are highlighted below.
RELATED PROJECTS
Following are summary descriptions of recent projects involving the type of long
range planning and synthesis of ideas that will be required for the Orange County
Comprehensive plan project.
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Orange Covnty Comprehensive Plan
Chapel Hill, North Carolina ~ Neighborhood and Community Plans
Chapel Hill is a thriving University town with a rich history and distinct neighborhoods.
The University of North Carolina campus is the focal point of the community with an
abundance of historic sites. Downtown is immediately adjacent to the campus, and
both campus and downtown are encircled with historic neighborhoods.
Downtown Design Guidelines: As part of a planning process for Downtown Chapel
Hill, design guidelines were prepared to illustrate key desirable components of site
design and building design including: relationship to the street and sidewalk,
ground-floor facades, upper-story facades, heights and setbacks, window details,
exterior building materials, roof line treatments, utility placement, awnings, and street
furniture.
Historic District Guidelines: Guidelines show expectations and required elements that
plans must exhibit in order to meet criteria for Certificates of Appropriateness in three
local historic districts. Design standards include details forwallsand fences, lighting,
exterior building materials,-roofs, porches, windows/doors, and utilities. Emphasis is
placed on controlling changes to existing buildings.
Norfhside Neighborhood Conservation Design Guidelines:
Prepared as part of an overlay zoning district to protect the
character of a neighborhood adjacent to downtown, these
guidelines identify indigenous design elements of the
neighborhood and set out standards for new construction and
expansions. Details include symmetry of window placement,
building massing, front yards, fences, height/setback restrictions,
and rooflines.
Communitywide Design Guidelines: Award-winning set of
guidelines influencing all new development community-wide
includes sections on site design, architectural detail, and
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landscaping. Examples of standards include restrictions on placement of parking
areas, requirements and restrictions on lighting, rhythm and symmetry in architectural
features, and consideration of topography and views.
Contact: J.B. Culpepper, Chapel Hill Planning Director, (919) 968-2728
Town of Chapel Hill, 405 Martin Luther King, Jr. Blvd, Chapel Hill, NC 27314
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planning process provided
34
Orange Covnty Comprehensive 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 proposals 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
a mechanism to coordinate numerous Town initiatives
already underway (e.g., revision of the Unified Development Ordinance, drafting of
adequate public facilities ordinances).
Contact: Jeff Ulma, Planning Director (919J 469-4082
Cary Planning Department P.O. Box 8005, Cary, NC 27512
MATi'HEWS, NORTH CAROLINA ~ SECTOR PLAN AND INTERSTATE CORRIDOR PLAN
The Town of Matthews immediately abuts ` `~~~ `~" ~,,_,~~ ~`
Charlotte and is part of the fast-growing Charlotte ~. e y1 -~ "~~~~' ' ~
metropolitan area. A combination of regional ~ ~~ ,,~; ~~< ~~~ '~-.
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roadway turned aloes-density area on the outskirts ~ ~~` ' ,G
of Town into a target for new development. The
Town engaged Clarion Associates to develop a ~ ~ ~ `"~ w " '
sector plan and corridor study to help the _- ~ ~.
community make decisions about the best use - --
and development pattern for this area, and to take advantage of opportunities that
were emerging while maintaining the character of the area and the Town.
Contact: Kathi Ingrish, Matthews Planning Director (704J 847-4411
232 Matthews Station St. Matthews, NC 28105
Beaufort County, South Carolina (Southern Regional Plan
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35
Orange Covnty Comprehensive Plan
Clarion Associates, in association with Tischler Associates, drafted 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
aims to create long-lasting regional cooperation
between the local municipalities and county
government, as well as focus specifically on the
evaluation of four key regional issues: land use, natural
resources, transportation and public facilities, and costs of growth. In 2006, the plan
was recognized by the South Carolina Chapter of the American Planning Association
as the leading multi jurisdictional planning project in the state. The Beaufort project
was completed within the agreed upon project schedule and budget.
Contact: Anthony Criscitiello, Planning Director, (843)470-2723
100 Ribault Road, Beaufort, SC 29901
HOURLY RATES AND EXPENSES
The two professional planners who will work on this Orange County synthesis project
are Roger Waldon and Leigh Anne King, both working out of Clarion's Chapel Hill
office. Mr. Waldon's billing rate is $130 per hour. Ms. King's billing rate is $70 per hour.
Travel expense will be billed as a request for reimbursement at the rate of $.485 per
mile. We do not anticipate other expenses beyond time and mileage.
QUALIFICATIONS OF PROJECT MANAGER
Roger Waldon is in a unique position to be of assistance in this project. His recent
work at Clarion has included the drafting of Comprehensive Plans in Fredericksburg,
Virginia and Brentwood, Tennessee, and area plans in Chapel Hill and Wake Forest.
His current work includes preparing Comprehensive Plans in Tupelo and Pascagoula
Mississippi. While Planning Director in Chapel Hill he was Project Manager for two
Clarion Associates
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Orange County Comprehensive P-an
Comprehensive Planupdates, one in 1985 and another in 2001. As a result of that
work, he has a full working knowledge of planning issues in Orange County and the
legal context for planning in Norfh Carolina.
C-arion Associates
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REFERENCES
The following individuals are familiarwith Clarion's work in their communities and can
be contacted as references:
Chapel Hill -Neighborhood Conservation District Plans
Clarion worked with residents, Planning Board, Town Council, and drafted plans
Key personnel assigned: Roger Waldon and Leigh Anne King
Contact:
Ms. J.B. Culpepper, Planning Director
Town of Chapel Hill
405 Martin Luther King Jr. Blvd.
Chapel Hill, NC 2514
Telephone: (919) 968-2728
Fredericksburg, Virginia -Comprehensive Plan Update
Clarion worked with residents, stakeholders, Planning Commission to draft plan
Key personnel assigned: Roger Waldon, Greg Dale, and Leigh Anne King
Contact:
Mr. Ray Ocel, Planning Director
City of Fredericksburg
715 Princess Anne Street, Room 209
Fredericksburg, Virginia 22403
(540) 372-1179
Wake Forest -Area Plan
Clarion worked with residents, staff, Town Council, and drafted plan
Key personnel assigned: Roger Waldon and Leigh Anne King
Contact:
Mr. Chip Russell, Planning Director
Town of Wake Forest
221 South Brooks Street
Wake Forest, North Carolina 27587
(919) 554-6142
Thank you for your consideration of this information.
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APPENDIX 1: STAFF RESUMES
38
Orange Counfy Comprehensive Plan
Following are resumes for the professionals who will be working on this project:
• Roger Waldon, FAICP, Clarion Associates
• Leigh Anne King, Clarion Associates
Clarion Associates
Qualifications of
Roger Waldon, FAICP
Clarion Associates
39
Roger Waldon is a Senior Consultant with Clarion Associates, based in the North Carolina
office. Mr. Waldon 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 included 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 Board of Education. Mr.
Waldon is a frequent speaker at national planning conferences, and has lectured on planning
topics at Universities in Massachusetts and North Carolina. He has been recognized as a
Fellow of the American Institute of Certified Planners.
Representative Major Projects
^ Growth Management and Comprehensive Plans for Chapel Hill, including land use,
community facilities, housing, transportation, environmental protection, neighborhood
preservation, downtown revitalization, and growth management elements.
^ Facilities 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
^ Sector Plan for Matthews, NC, for a developing area surrounding new interstate
interchanges.
^ Neighborhood Conservation Districts for four older neighborhoods in Chapel Hill.
^ Growth Management Strategies for Rock Hill, SC.
Professional History
^ 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
40
Professional Associations
^ Fellow, American Institute of Certified Planners
^ Member, American Planning Association
Civic Involvement
^ Board of Directors, Chapel Hill-Carrboro YMCA, North Carolina
^ Advisory Board, Orange County Habitat for Humanity
Qualifications of
Leigh Anne King
Clarion Associates
41
Leigh Anne King is an Associate with Clarion Associates. She is a planner who has
experience working with local governments on planning initiatives including:
neighborhood and city-wide land use planning and visioning, growth management
strategies, affordable housing programs, regulatory programs and ordinances, school
siting, and open space planning. Prior to joining Clarion Associates, she earned a Master
in Regional Planning degree from the University of North Carolina, Chapel Hill, and worked
for a national conservation nonprofit in Arlington, Virginia.
Project Experience
^ Fredericksburg, Virginia, Comprehensive Plan Update
^ Hanover County, Virginia, Comprehensive Plan Update
^ Rock Hill, South Carolina, Growth Management Plan
^ Hillsborough, North Carolina, Growth Management Strategy
^ Marathon and Islamorada, Florida, Workforce Housing Methodologies and Mitigation
Strategies
^ Lee and Palm Beach Counties, Florida, Affordable Housing Methodology and Mitigation
Strategies
^ Wake Forest, North Carolina, Northeast Neighborhood Plan
^ Chapel Hill, North Carolina, Neighborhood Conservation Districts (5)
^ Henrico County, Virginia, Design Guidelines Manual
^ Alachua, Florida, Zoning Ordinance Update
^ Emerald Isle, North Carolina, Village East and West Design Concepts Report
^ Beaufort County, South Carolina, Roads, Libraries and Parks Impact Fee Programs
^ Vienna, Maryland, Community Vision Plan
Professional History
^ 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
Education
^ Master of Regional Planning, University of North Carolina, Chapel Hill
^ Bachelor of Arts, University of Tennessee, Knoxville
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Publications
^ Green Infrastructure Plan Evaluation Frameworks, Journal of Conservation Planning, March
2005 (published under maiden name -Leigh Anne McDonald)
Professional Associations
^ Member, American Planning Association
^ Member, NC-APA Legislative Committee
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Process Update and Next Steps
ATTACHMENT 4
BOCC Next Steps - On June 26, 2007, the BOCC will also consider approving
the legal ad for the August 27, 2007 Joint Public Hearing to hear public
comments on the Draft County Profile (Data) Element and Goals for inclusion in
the Comprehensive Plan Update.
Element Lead Advisory Boards~ELABs) -Have completed their review of the
draft County Profile (Data) Element and preparation of draft goals for their
respective Elements. Staff and the ELABs used the BOCC's Guiding Principles
to guide the development of the goals and on June 21, 2007 attended the 3~d
Joint Advisory Boards meeting to clearly identify linkages between Element goals
and BOCC Principles.
Planning Board Next Steps - In July, the Planning Board will discuss any final
preparations that may be necessary for the Open House in July and Countywide
Public Information Meeting in August (see below for more information on these
meetings).
Hog Dax -Staff and ELAB volunteers tended a booth at Hog Day on June 16th to
help educate/inform the public of Orange County's Comprehensive Plan Update
Process.
Website -Staff has posted the Draft County Profile Element, Draft
Comprehensive Plan Goals, and Planning Board Evaluation of the 1981 Land
Use Element/Plan under "Key Documents" and added the PowerPoint
Presentation from the April 17th Joint Boards Meeting under "Presentations".
Information on the following upcoming Public Meetings has also been added:
Open House -July 31, 2007, 3:00-7:00 PM at Planning and Agricultural Center,
306-F Revere Rd., Hillsborough. This is an excellent opportunity to learn about
the Comprehensive Plan Update Process in an informal setting. Please take a
few minutes and stop by anytime during the Open House to learn more about the
Comprehensive Plan Update Process as a whole and more specifically, draft
goals and data that will be used to guide the development of the Plan. Staff will
be available to discuss the Plan and respond to questions. Material will be
available for you to take home and light refreshments will be provided.
Public Information Meeting -August 7, 2007, 7:00-9:00 PM at New Hope
Elementary Auditorium, 1900 New Hope Church Road Chapel Hill. Another great
opportunity to learn about the Comprehensive Plan Update Process and receive
a preview of the Draft County Profile (Data) Element and goals before the August
27th Public Hearing on these items. This meeting will be hosted by the Planning
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Board and staff. There will be a presentation, which will be followed by questions
and answers and an interactive exercise.
Public Hearing -August 27, 2007, 7:30 PM at Gordon Battle Courtroom, 106 E.
Margaret Lane, Hillsborough. The Board of County Commissioners and Planning
Board will be holding a Joint Public Hearing to hear public comments on the Draft
County Profile (Data) Element and Goals for inclusion in the Comprehensive
Plan Update. The public is encouraged to attend and voice comments.