HomeMy WebLinkAboutZone Co, LLC RESOLUTION 2022-639
ADOPTED DOC ID: 18305
THIS IS TO CERTIFY THAT THE FOLLOWING RESOLUTION NO. 2022-639 WAS
ADOPTED AT THE ANNUAL FISHERS ISLAND MEETING OF THE SOUTHOLD
TOWN BOARD ON AUGUST 3, 2022:
RESOLVED that the Town Board of the Town of Southold hereby accepts the proposal
submitted by Zone Co. &Hardesty& Hanover received June 2, 2022, in response to the
Southold Town Zoning Update Request for Proposals, and authorizes Supervisor Scott Russell to
execute any and all contracts in accordance therewith, subject to review of the Town Attorney.
Denis Noncarrow
Southold Town Clerk
RESULT: ADOPTED [UNANIMOUS]
MOVER: Sarah E. Nappa, Councilwoman
SECONDER:Louisa P. Evans, Justice
AYES: Nappa, Doroski, Mealy, Doherty, Evans, Russell
ZO cO ++
PROFESSIONAL SERVICES AGREEMENT
THIS PROFESSIONAL SERVICES AGREEMENT (", greement") is rnade, and
entered into as of � �"m` , 2022 (`°C;ffecliv Date"") by and between the TOWN
OF SOUTHOLD, N -W YORK, having an address of 53095 Route 25, P.O. Box 1179,
Southold, New York 11971, Attn: Heather Lanza, AICP, Town Planning Director (the
"Town"), and ZONECO, LLC, an Ohio limited liability company, having an address of 455
Delta Avenue, Suite #203, Cincinnati, Ohio 45226, Attn: Sean S. Suder, Lead Principal
(the "Conultarrt"), on the following terms and conditions:
RECITALS
A. Whereas, on May 11, 2022, the Town issued a Request for Proposals
("RFP"), incorporated by reference herein, seeking qualified consultants to perform a
comprehensive update to the Town's Zoning Code and Zoning Map (Chapter 280 of the
Town Code) (hereinafter, the "Project").
B. Whereas, Consultant provides zoning ordinance consulting services to
communities across a wide spectrum of geographies, sizes, and types and has
demonstrated the qualifications necessary and desired to complete the Project, and the
Town has determined that it is in its best interest to retain Consultant for these specialized
professional services.
C. Whereas, the Town desires to retain Consultant to provide professional
consulting services, and Consultant desires to render such professional consulting
services to the Town, on the terms and conditions set forth herein.
NOW, THEREFORE, the parties intending to be legally bound hereby agree as
follows:
AGREEMENT
1. Consultin Period. Consultant will commence work on the Services
(defined below) on the Effective Date ("1-?ro t grnmencement"), and this Agreement
shall be in effect for a term commencing on the Effective Date hereof and ending on the
date of final completion of the Services (the "+ on u4ine!jod"). The Consulting Period
may be extended upon the mutual agreement of the parties.
2. 0nSLJltnnq Services. During the Consulting Period, Consultant agrees to
provide the scope of consulting services as requested in the RFP and in substantial
accordance with Consultant's proposal in response thereto, as more fully set forth on
Exhibit A attached hereto and made a part hereof (the "Services"). Consultant Sean
Suder will serve as the project manager for the Consultant. Heather Lanza, AICP will
serve as project manager for the Town. The Town agrees to provide clear direction to
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Consultant in writing on all matters of the Project and to be responsive to Consultant's
questions related to the Project and to provide adequate staffing and to devote a
reasonable amount of staff time to the Project. A party may rely on the representations,
approvals, and other actions of the project manager of the other party. Consultant may
rely upon the accuracy and completeness of information provided to it in writing by the
Town. Consultant may engage one or more sub-consultants to assist in performing any
of the Services in Consultant's discretion and subject to the Town's consent, such consent
not to be unreasonably withheld, conditioned or delayed. Notwithstanding the foregoing,
Consultant has selected Hardesty and Hanover, with an address of 1501 Broadway#601,
New York, NY 10036, as a sub-consultant for this Project, and the Town consents to the
same. Consultant shall contract separately with any sub-consultants and shall be
responsible for directly managing them and their work on the Project.
3. rn ultip Fee,. During the Consulting Period, the Town shall pay
Consultant a total consulting fee of One Hundred Eighty-Three Thousand Five Hundred
and 00/100 Dollars ($183,500.00) (the "Consulting Fee"), payable to Consultant upon the
Completion of each Task within the Scope of Services set forth on Exhibit A, attached
hereto and made a part hereof. The Town shall pay Consultant the Consulting Fee not
later than thirty (30) days following the date of Consultant's written invoice therefor. The
Consulting Fee shall include all of Consultant's expenses, and Consultant shall not
receive reimbursement for any business or travel expenses unless separately pre-
approved by the Town in writing. The Consulting Fee is for work performed and is not
contingent. Failure to timely pay Consultant may excuse Consultant from further
performance of the Services in Consultant's discretion.
4. Work Product. All documents and materials prepared pursuant to this
Agreement are the property of the Town, although Consultant may retain physical
possession of them. The parties shall have the unrestricted authority to publish, disclose,
distribute, and otherwise use, in whole or in part, any reports, data, or other materials
prepared under this Agreement.
5. UnderstandN` cLoielatiornslijp. Consultant acknowledges and agrees that its
status at all times shall be that of an independent contractor, and that it may not, at any
time, act as a representative for or on behalf of the Town, for any purpose or transaction,
and may not bind or otherwise obligate the Town in any manner whatsoever without first
obtaining the written approval of the Town. In recognition of its status as an independent
contractor, Consultant hereby waives any rights as an employee or deemed employee of
the Town. Consultant shall pay directly all taxes associated with the compensation it
receives under this Agreement. Further, although consultant is affiliated with the law firm
of Suder, LLC, its principal place of business being located at 455 Delta Avenue, Suite
#203, Cincinnati, Ohio 45226, and although some of Consultant's employees and
principals are attorneys who may be separately engaged to provide legal representation
in a state where they are licensed to practice law, Consultant is not a law firm and does
not provide legal representation or legal services. The Town understands, acknowledges,
and agrees that engaging or otherwise contracting with Consultant or its principals or
employees does not form an attorney-client relationship and, as such, the protections of
the attorney-client relationship do not apply to the provision of the services, or any
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ZONECO;:
communication related thereto. If the Town desires to create an attorney-client
relationship, it is encouraged to contact an attorney of its choosing. Additionally,
Consultant is not a registered lobbyist and does not provide any lobbying (formal or
informal), government affairs, media, public relations or other marketing, branding or
communications services.
6. Insurance. During the performance of any and all Services under this
Agreement, Consultant shall maintain the following insurance in full force and effect:
(a) Commercial General Liability Insurance with a minimum combined single limit
of$1,000,000 for each occurrence and $1,000,000 in the aggregate.
(b) Automobile Liability Insurance, including non-owned auto coverage, with a
minimum combined single limit of $1,000,000 for each person and
$1,000,000 for each accident.
(c) Professional Liability Insurance ("Errors and Omissions Insurance") with a
minimum limit of$1,000,000 annual aggregate.
(d) Worker's Compensation Insurance in accordance with the statutory
requirements of the Ohio Revised Code.
7. Compliance with Laws. Consultant shall comply with all relevant federal,
state, and local laws and regulations, including without limitation, those governing non-
discrimination in employment and the protection of the environment. Where such
statutes, ordinances, plans, or regulations of any public authority having any jurisdiction
over the project are in conflict, Consultant shall proceed using its best judgment only after
attempting to resolve any such conflict between the authorities and shall notify the Town
in a timely manner of the conflict, the nature of the attempted resolution, and a planned
course of action. The Town represents and warrants to Consultant that it has complied
with all applicable laws, regulations, and policies regarding procurement for professional
services for this Project and has the authority to enter into this Agreement.
8. Miscellaneous. This Agreement shall be governed by the laws of the State
of New York. This Agreement contains the parties' entire understanding and supersedes
all prior negotiations, proposals, or agreements concerning the services described herein.
This Agreement may only be modified by written instrument duly executed by both parties.
The rights and interests under this Agreement shall not be assigned without the prior
written consent of the other party. To the extent that any provision of this Agreement is
finally adjudged invalid by a court of competent jurisdiction, that provision shall be deleted
or modified, as necessary, to make it enforceable, and the remaining provisions of the
Agreement shall remain in full force and effect and be binding upon the parties hereto. All
communications required by this Agreement may be personally delivered or mailed to the
other party at the address set forth above. The address and party may be changed by
written notice given as provided in this paragraph. This Agreement shall be binding on
each party's successors and assigns.
9. Additional Provisions. This Agreement contains, and the parties hereby agree
to, the additional scope assumptions attached hereto as Exhibit A and made a part hereof.
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[Signature Page Follows.]
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ZONECO.*It
IN WITNESS WHEREOF, the parties have caused this Agreement to be duly
executed as of the last date below.
CONSULTANT:
ZONECO, LLC, an Ohio limited liability company
By:
Name. < JP
Title:
Dater
TOWN:
TOWN OF SO THOLD, NEW YORK
By: ✓"
Name:
ek `
Title: °
Date:
CERTIFICATION OF FUNDING AVAILABILITY:
Certified Date;
Fund/Code: '
By: —
Town T-reasw Fer
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ZONE "*
EXHIBIT A
SCOPE OF SERVICES
Module 1: Project Kick-Off/Information Gathering/Diagnostic
Duration: Months 0-3
Deliverable(s): None
Total fee budget: $33,500
Module 1 Tasks:
1.1 Kick-off meeting (in-person)
1.2 Review of relevant documents provided by Town
1.3 Interview City staff re: current zoning code and processes
1.4 Draft diagnostic report for review
1.5 Delivery of final diagnostic report
1.6 Presentation of diagnostic report
Module 2: Calibrate
Duration: Months 4-8
Deliverables: Draft Calibration Table, Final Calibration Table
Total fee budget: $50,000
Module 2 Tasks:,
2.1 Discussion of draft zones/districts
2.2 Delivery of zoning map mockup showing proposed zones/districts
2.3 Delivery of code section mockup showing proposed style/format/layout
2.4 Draft calibration table including all standards and uses
2.5 Presentation of mockups, calibrations to stakeholder committee (in-person)
2.6 Delivery of final calibration table
Module 3: Codify
Duration: Months 9-16
Deliverables: Administrative Draft Regulations, Public Review Draft
Regulations; Final Draft of Regulations
Total fee budget: $100,000
Module 3 Tasks:
3.1 Deliver administrative draft regulations
3.2 Meeting to receive feedback/comments on administrative draft
3.3 Deliver public review draft regulations
3.4 Public review meetings (Planning Commission) (in-persan)
3.5 Deliver adoption draft regulations
3.6 Public adoption hearings (Planning Commission and Town Council) (in-person)
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Optional Add-On Services:
+Additional In-Person Meeting (with prepared presentation): $5,500
+Additional In-Person Meeting (without prepared presentation): $4,250
+ Additional Virtual Meeting (with prepared presentation): $1,750
+ Additional Virtual Meeting (without prepared presentation): $1,000
ZONECO7
t+
EXHIBIT B
SCOPE ASSUMPTIONS
(a) Consultant is not responsible for identifying individual members of stakeholder,
working groups and committees related to the Project.
(b) Consultant is not responsible for coordination of any public meetings/stakeholder
group meetings, including meeting times, locations, invitations, a/v equipment, or
costs associated with those meetings.
(c) Consultant is not responsible for any mailings, fees associated with mailings, and
contact with the media regarding this project or the posting of any project
information to any Project social media accounts.
(d) Local approval of the deliverables will be carried out by Town and the Town will
generate all formal documentation necessary for the adoption of the regulations.
(e) Any additional meetings not expressly included in the Scope of Services will be
performed in accordance with the additional services provisions in Exhibit A and
by separate agreement between Consultant and the Town.
(f) All documents will be created and delivered in Microsoft Word or Adobe InDesign
unless otherwise directed by the Town.
(g) Consultant will not be responsible for revisions to any GIS shape files associated
with the project.
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ZONECO+#
E'HIBIT C
-11V ,
TOWN OF SOUTHOLD
53095 MAIN ROAD, SOUTHOLD, NEW YORK 11971
PHONE: 631-765-1938
REQUEST FOR PROPOSALS
NOTICE IS HEREBY GIVEN THAT SEALED PROPOSALS ARE SOUGHT AND
REQUESTED FOR THE FOLLOWING:
PROPOSAL NAME: Southold Town Zoning Update
A copy of the detailed proposal request may be obtained at the Southold Town
Clerk's Office beginning May 11, 2022
OPENINGS
(submit proposal by this time)
PLACE: DATE: TIME:
Town of Southold June 2, 2022 2:00 PM
Town Clerk's Office
53095 Main Road
Southold, NY 11971
All questions and requests for clarification about the RFP shall be directed in writing
by email before 2:OOPM, May 20, 2022 to:
CONTACT PERSON: Heather Lanza, Town Planning Director
Town of Southold, 631-765-1938
Email address: HeatherL@southoldtownny.gov
VENDORS MUST SUBMIT PROPOSALS IN SEALED ENVELOPES.
PLEASE PRINT THE FOLLOWING ON THE FACE OF ENVELOPE:
1) NAME & ADDRESS OF VENDOR
2) PROPOSAL NAME
It is the vendor's responsibility to read the detailed Request for Proposals and
provide a proposal that completely and accurately addresses each part of the
document. Upon submission of the proposal, it is understood that the vendor
has read, fully understands and will comply with all requirements.
The Town of Southold welcomes and encourages minority and women-owned
businesses to participate in the bidding process.
RFP—Southold Town Planning Board Zoning Update-2022
REQUEST FOR PROPOSAL
Date: May 11, 2022
Southold Town Zoning Update
Introduction
The Town of Southold is seeking proposals from qualified consultants to perform a comprehensive
update to the Zoning Code and Zoning Map (Chapter 280 of the Southold Town Code).
I. Purpose
This Request for Proposals (RFP) is intended to provide guidelines for the submission of
proposals to update the zoning for Southold Town. Proposals must reflect the ability to
provide a full range of expertise in all areas required to develop a complete and comprehensive
update of the zoning code and zoning map. Proposals must identify experience with public
outreach, facilitation of public meetings, and the development of various types of codes and
design guidelines
Updates are necessary to bring the zoning code and map into compliance with the Southold
Town Comprehensive Plan adopted in 2020. In addition, updates are needed to incorporate
zoning code best practices, make it easier to navigate, add graphic depictions of regulations,
and eliminate inconsistencies.
II. Background
A. Current Zoning Code
The existing zoning code for the Town was largely set in place in 1989, which was the last
major update of the code and zoning map. It was done in response to a comprehensive plan
update effort in the mid 1980's.
The current zoning code can be found in ecode360 using this link:
tett 1/eco(l 360.coji,i/S(.')0152?rieedHash true
or on the home page of the Town's website:
lit `
1itt )s�. /NNww.southoldtownny.gov/
The current zoning code is a typical Euclidian code with an emphasis on land use separation
and density control. This update to the zoning code is expected to make an in-depth analysis
of the code and modernize it to fit the goals of the comprehensive plan. Concurrently the
zoning map will need to be reviewed for consistency with the plan.
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RFP—Southold Town Planning Board Zoning Update-2022
B. Southold Town Comprehensive Plan
The Town recently completed a major update to its comprehensive plan in 2020,the Southold
Town Comprehensive Plan. A copy of the plan can be found on the Southold Town Planning
Department's web page:
https://w ww.sputholdtowin . ov/123/Comprehensive-Plait
III. Scope of Work
The components to be included in the scope of work are as follow:
A. Southold Town Comprehensive Plan.
Review the vision statement, and the goals and objectives of all the chapters of the
Southold Town Comprehensive Plan (dated February 2020) (Comprehensive Plan), to
ensure the updated zoning code will be consistent with the Town's vision and the
Comprehensive Plan.
Chapter 3, Land Use & Zoning identifies areas of the zoning code and map that need to
be addressed in Goal 2, Review and Update Zoning Town-Wide. Below is an outline of
the objectives that provide a starting point for this zoning update:
Objective 2.1 Review zoning for commercial and industrial districts
Hamlet Centers
1. Strengthen the hamlet centers through innovative mixed-use zoning with
consideration given to design standards.
Note: this section contemplates hybrid form-based code or similar for hamlet
centers
2. Provide for different levels of intensity for certain uses in the hamlet centers
based on available infrastructure.
....each hamlet is unique in scale and supporting infrastructure...
Note: although there are ten named hamlets in Southold Town, only eight have
a defined hamlet center.
Business Corridors Outside Hamlet Centers
1. Create a new zoning district for commercial and industrial uses along the
major roads outside the hamlet centers.
2. Revisit the bulk schedule and parking requirements for commercial and
industrial zoning districts.
Transitional Zones — Evaluate, identify, and improve transitional zoning areas
where necessary and feasible
1. Evaluate the uses allowed in transitional zoning districts (Limited Business,
Residential Office) to determine whether they require any updates to ensure
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RFP—Southold Town Planning Board Zoning Update-2022
they function as transition zones. Optionally, consider a new transitional
zoning district.
2. Identify areas with transitions from commercial/industrial to residential that
lack transitional zoning to determine whether it can be added.
Marine Zones—Evaluate the uses and bulk schedule of the marine zoning districts
(Marine I&Marine II) to ensure they continue to support the goals of the Town.
Split-zoned Parcels
Currently the Town Code provides little guidance on how to apply the bulk
schedule in the case of split-zones.
1. Clarify the Town Code with respect to split-zoned parcels.
2. Consider re-zoning to reduce or eliminate split-zoned parcels where
appropriate.
Light Industrial Zones - ...consider revising these zoning districts, especially
those close to hamlet centers, to accommodate new uses or mixed uses.
Note: This list is not inclusive of all the considerations for this zoning update. For
example, the Resort Residential Zoning District is not mentioned in the plan,
however it too requires an update.
Objective 2.2 Review zoning for residential districts
Water Quality
Note: See the Water Resources Section of Chapter 6, Natural Resources &
Environment for more detail.
Size of Future Homes
Note: House size is currently being reviewed by the Town Board.
Transient Rentals
Agriculture
Note: See Chapter 9,Agriculture for more detail.
Commercial Uses in Residential Districts (pre-existing non-conforming uses)
Objective 2.3 Review need for new zoning districts -New zoning districts may be created
where existing zoning districts do not achieve the goals of the plan.
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RFP—Southold Town Planning Board Zoning Update-2022
Chapters 4 through 12 of the Southold Town Comprehensive Plan are each more specific
to a narrower topic and must be considered during the zoning update.
B. Existing zoning code assessment.
Produce an assessment of the existing code and other related sections of the Town Code
for clarity,consistency within it and with other sections of the Town Code, as well as ease
of use. Chapter 3 of the Southold Town Comprehensive Plan provides a starting place for
this assessment with six objectives in Goal 1.
Evaluate potential impacts as they relate to future transportation and traffic under a
buildout scenario with the current zoning. The Town can provide relevant data, and this
evaluation can be done as an expansion and update of the assessment done as part of
Chapter 4 of the Comprehensive Plan.
C. Research and provide a menu of options for zoning and include successful examples from
other places.
D. Provide visual tools, including 3D visual simulations and modeling to demonstrate the
visual and other impacts of existing and proposed code and zoning changes (both for
Town officials and for the public).
E. Conduct assessments comparing potential impacts of new zoning options on traffic,
community character, quality of life and the environment.
F. Citizens & Other Stakeholders (Public Involvement)
Design and implement public outreach and engagement strategies including conducting
public input meetings and collecting and assimilating public input into the work products.
These strategies include, but are not limited to the following:
a. Public information& education (online, website, Channel 22);
b. Regular status reports to the public on the progress of the update to zoning;
c. Public charrettes/public input meetings to review and provide input on specific
work to update the zoning, including but not limited to the following:
• Options for future zoning code and zoning map changes
• Specific proposed zoning code and map changes;
d. Online portal for gathering public input and to provide all relevant information
under review& discussion;
e. Focus groups for particular topics
• Examples include but are not limited to business groups, senior citizens,
families with children, and agriculture.
f. Public hearings on specific proposals for Zoning Code and Zoning Map changes.
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RFP—Southold Town Planning Board Zoning Update-2022
G. Draft the update to the code with the following overall goals
a. New zoning must be consistent with the Town's vision and the Southold Town
Comprehensive Plan;
b. Design the code to be user-friendly—easy to understand, administer,and interpret;
c. Update terminology used throughout the code;
d. Improve overall organization;
e. Incorporate diagrams, tables, and illustrations to clarify and enhance
understanding of the code; and
f. Use innovative zoning approaches where appropriate (e.g. the hamlet centers
might benefit from a version of form-based code and/or design guidelines)
H. Review the zoning map and make recommendations for updates needed to be consistent
with the Southold Town Comprehensive Plan, using GIS maps.
I. Attend meetings as necessary with the Town Board and Town staff for direction, to
provide updates on the progress of the project, and to review drafts of the work. These
meetings will include at least one meeting to review the Comprehensive Plan as it relates
to this project.
J. Deliverables
• Menu of options for new zoning
• Powerpoint presentations, maps, visual aids as described above, and other
educational materials for public information(website materials,charrettes,visuals
for Channel 22)
• Updated zoning code (Up to two drafts of any one section, and final drafts ready
for public hearing)
• Updated zoning map (Up to two drafts, and a final draft ready for public hearing)
Note that the zoning code and zoning map update process may evolve and be done in
sections rather than all at once. The Town is open to suggestions from the consultant
on the most efficient and effective process.
IV. Public Process Strategy & Public Outreach
It is expected that the consultant will provide and manage a creative and interactive public
participation process that is robust, diverse and equitable. This process shall include
innovative means and methods that raise community awareness and engagement. Strong
communication and presentation skills are required(see Item F. above for more details).
V. Qualifications
All statements of qualifications should include, at a minimum, the following information:
6
RFP—Southold Town Planning Board Zoning Update-2022
1. Project Team Composition.
Provide a description of the team that will be assigned to the project including related
work experience for all team members. Identify the capacity in which team members will
be used and identify the Project Manager, who will be the point of contact during the
update process. Any work intending to be subcontracted must be disclosed, including the
name of the subcontractor(s) and specific tasks that will be subcontracted.
2. Firm Background.
Provide a brief description of the firm including the range of professional services, office
locations and staff size. This shall apply to all sub-consultants.
3. Firm Experience.
Outline the experience of the firm and other credentials that illustrate qualifications to
undertake this project. Provide at least three examples of zoning codes and zoning maps
that your firm has completed within the last five years. In addition, provide at least one
example that incorporates design standards and guidelines and visual aids such as graphics
and tables. These should be from similar sized communities. These can be provided by a
link to a specific webpage, electronically on a flash drive, or other method.
4. References.
Provide a minimum of three references for services comparable to this project. Include a
contact person, title, address, telephone number and email address. In addition, provide
the time period when the services were rendered and a description of services rendered.
VI. Submission Criteria
For evaluation purposes,each proposal submission shall include,at a minimum,the following
items listed below.
1. Letter of Interest. This brief letter will summarize the consultant's understanding of the
scope of work.
2. Qualifications as stated in Section V.
3. Approach to the Project. Provide a description of the consultant's approach to
accomplishing the project. This includes a proposed scope of work describing the approach
to accomplishing the objectives stated in the RFP and identifying the methodology
proposed. The consultant is encouraged to include suggestions or supplemental tasks which
may enhance the project or streamline the scope of work and improve cost-effectiveness.
Clearly articulate all assumptions regarding the date, information and the role that you
expect from the Town.
4. Public Outreach and Communication. Provide a description of the proposed public input
process.
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RFP—Southold Town Planning Board Zoning Update-2022
5. Project Schedule. Provide an outline of an expected timeline and major milestones for the
scope of work.
6. Project Budget. Provide a detailed outline of cost for completing the scope of work. This
should include material costs and a not to exceed figure as well as all other costs that may
be incurred for the delivery of services requested.
7. Any other information you would like to submit that you feel will assist us in the evaluation
of your qualifications.
8. Please submit eight(8) hard copies of the proposal and one electronic copy.
VII. Criteria for Consideration in Selection of Vendor
• Level of experience with updating, reviewing and drafting land use codes for municipal
governments
• Level of experience evaluating the potential impacts of changes to zoning and land use on
the environment, traffic, community character and quality of life
• Level of experience working with Southold Town
• Amount of time expected to complete the project
• Location of vendor relative to Southold Town
• Cost proposal
VIII. General
1. The execution of a Professional Services Contract (example attached) will be required.
2. Deliverable documents to be provided as hard copies and digitally in Word format as
well as PDF.
T�or�r �yi,t����l'Pa•cal�cas�als:
A proposal may be withdrawn at any time prior to the date specified as the Submission Deadline.
However,no Contractor(s) may withdraw or cancel a Proposal for a period of ninety (90) days
following the Submission Deadline, nor shall the successful Contractor(s) withdraw, cancel, or
modify the Proposal after having been notified that the Proposal has been accepted by the Town,
except at the request of the Town or with the Town's written consent.
Selection of Awardee andCoio� ,flimice Nvitth
The intent of the Town is to select and contract with the most qualified Contractor(s) and
provides the best overall value of work that responds to this RFP. The Town reserves the right to
invite qualified Contractor(s) to an interview after the initial evaluation process is complete and
the Town may alter the scoring of a qualified Contractor's proposal based on the interview.
Contractors are responsible for all costs or expenses incurred to attend such interview.
Notwithstanding the scoring criteria outlined above, the Town reserves the right to select a
submission that, on its sole judgment, is consistent with and responsive to the policies, goals, and
objectives of the Town and NYS DOS's programs irrespective of whether it is the lowest-priced
proposal, if it is determined to be in the best interest of the citizens of Southold and State of New
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RFP—Southold Town Planning Board Zoning Update-2022
York. All Contractor proposals are subject to an evaluation based on the qualifications,
experience, services, costs, and the consistency with the requirements of this RFP as well as
"best value." Best value means the basis for awarding contracts [for services] comes from
proposals that "optimize quality, cost, and efficiency among responsive and responsible offerors"
(State Finance Law, Article 11, § 163). The Town reserves the right to reject any/all proposals,
and amend, modify as needed.
Incomplete proposals that do not address all of the requested components should not be accepted
for review and consideration.
6�
The Town intends to enter into contract negotiations with the firm or firms selected who shall be
required to enter into a written contract(hereinafter,the "Contract") with the Town in a form
satisfactory to the Town Board.
The Town reserves the right to negotiate the terms and conditions of the Contract(s) with the
selected proposing Contractor(s), if any. These negotiations could include all aspects of services
and cost. Neither the selection of a proposing Contractor(s) nor the negotiation of the Contract
with such proposing Contractor(s) shall constitute a binding commitment on behalf of the Town
to enter into a Contract with such proposing(s) Contractor(s), as any binding arrangement must
be set forth in the Contract signed by both parties and is subject to all requisite approvals.
Notice of Award:
The Town shall inform the Awardee that they have been selected by means of a Notice of Award
issued by the Town. Neither the selection of a respondent as the Awardee nor the issuance of a
Notice of Award shall constitute a binding commitment on behalf of the Town to enter into any
contract with the Awardee, as any binding arrangement must be set forth in definitive
documentation negotiated between and signed by the Awardee and the Town.
Encls: Sample Professional Contract
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EXHIBIT
SOUTHOLD TOWN ZONING UPDATE
PROPOSAL,
Southold, New York
,Our team combines national zoning
acumen with New York planning ,
design, and engineering experience.
Furthermore, our team has on-
the-ground
n-th -ground planning experience
throughout Long Island, Our marriage
of law and planning ensures we are
attentive to detail and local context. r y u
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We craft zoning and subdivision
regulations that are innovative,
user-friendly, design-forward, and � f
help communities ties achieve desired
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outcomes for the built environment.
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Prepared by: Proposal valid ZONEcO ++
ZoneCo, LLC
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Hardesty & Hanover 3 / 2 / 2023
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C 0 N T E N "I"S
01.
LETTER OF INTEREST
02. I
yd"i' � MI'y l � ✓
OUR FIRMS AND PROJECT TEAM
COMPOSITION ����
03. �r
TEAM EXPERIENCE AND
REFERENCES
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04. rl
APPROACH TO PROJECT
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05.
PUBLIC OUTREACH /
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06.
PROJECT BUDGET AND SCHEDULE
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COMPLETED CODE SAMPLES
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Contact: Sean 3udm/
455Delta Avenue, Suite 2U3
Cincinnati, OH45225
513.G84-7500 (o)
aeuder@thezoneoo.com
RE: SOUTHOLD TOWN ZONING UPDATE
The team ufZoneCo and Hardesty & Hanover("HH") is excited about the opportunity to provide consulting
services for the Southold Town Zoning Update and we thank you for your time in reviewing our proposal.
�
ZoneCo'ocore service is modernizing and auditing zoning and subdivision codes. We aro unique in our
marriage of law and planning,and our guiding vision is to make your zoning clear,consistent,usable,equitable,
and defensible. ZoneCo often works in communities that are updating codes that are 40+years old that have
been piecemeal amended multiple times,are challenging to administer,and have standards that do not reflect
the community vision. We have experience in urban, suburban, and mm| contexts, and within villages and
towns that developed around ehistoric core. ZoneCohas also worked with varying zoning approaches and
most ofour codes are hybrid codes. Last year,ZoneCowas aco-winner ofthe National Driehaus Award for a
form-based code,awarded bySmart Growth America and the Form-Based Code Institute.
HH's Community Planning Group will contribute their expertise in analyzing and drafting zoning regulations for
New York municipalities,developing zoning diagrams and illustrations, leading community engagement, and
advising onthe SEQRprocess.
Our team has confronted all of the specialized topics mentioned in the RFP and comprehensive plan, like
utilizing form-based codes to create hamlet centers and facilitate desired redevelopment, taking a strategic
approach to parking requirements, intentional design and landscape standards,and short-term rental policy.
All ZonnCoprofeoniune|u have administered azoning code from the public sector, uoweunderstand the
challenges of administering o zoning code and the problems that arise from inconsistency, conflicting
provisions, poor definitions,or provisions that are not achieving desired outcomes. Our projects begin with o
zoning ordinance diagnostic assessment and we are adept at assessing and prioritizing updates. Our projects
utilize a three module approach (Diagnose, Calibrate, Codify)that ensures that we first diagnose issues and
opportunities, carefully calibrate base regulations, and then thoughtfully and efficiently move forward with
codifying the updates. Our process fosters collaboration throughout the process; our team is thoughtful
about engagement. We are always innovating and analyzing how best to communicate and educate, garner
feedback, and integrate community input into the code update process in a meaningful way. Our team has
developed de-jargoning guides,visual dictionaries,as well as other educational tools around zoning.
VVehope you will agree that our team has the right skills for this project. Please donot hesitate tureach out if
you require any additional information.
Sincerely,
Sean S. 3udo[ Eoq,LEEDAP
LeadPhnoipa|/Foundor
ZonoCo
*Important Notice
Although some nfour professionals are also attorneys who may beseparately engaged xo provide legal representation in states where
we are licensed to practice law,weare not a law firm and Zonecodoeu not provide legal representation or services and is not engaged in
the practice of|a*in any jurisdiction.Engaging onneuo does not form an attorney-client relationship and,an such,the protections of the
attorney-client relationship dvnot apply.|fyou wish x,create onauomey-u|iemre|ationohipyouareeno^umgedmcomautoounoe|ufynu,
choosing,
3
ZONEcO ++
DESCRIPTION OF FIRM
We craft clear, consistent, user-friendly, equitable,
and defensible zoning codes that remove barriers and
achieve desired outcomes.
ZoneCo is a zoning code consulting firm focused, and brings together elements of
based in the Midwest and our core focus is character-based, form-based, and Euclidean
updating and auditing zoning codes, Our zoning, DPD is flexible and adaptable, and
professionals have all held public positions, ensures that communities have all the tools
and we understand the complexities of at their disposal to realize their vision.
administering a zoning code. Public sector
experience has also enabled us to effectively Our codes are user-friendly and graphically-
facilitate and foster public engagement, Our rich; prioritize usability and streamlined
work has spanned the Midwest and Eastern language.
United States, and we are passionate ZoneCo professionals are thought leaders,
about being part of positive change in the and have presented on zoning, planning,
communities we serve, equity, placemaking, and economic
We believe that zoning should facilitate a development issues at national and regional
community's desired outcomes, not serve as conferences.
a barrier to development and placemaking. Learn more about us at
ZoneCo has developed a unique method www.thezoneco.com
of code development called Development (Our offices are located in Cincinnati, Ohio and we
Pattern Districting (DPD) that is outcome- have a staff of four)
tr r
honing Should Respect Existing and"Reflect
De Development Patterns
d
Should Regulat.e Only " hat A t"ually
Needs to Be Regulated and Focus o"N Dsied
� t
Outcomes,
a tll g Should Be the Implementation bf`b
Plan, not a Barrier to Achieving thu Vision
S A I
Zoning Should Promote EqUity and'the health
of the Environment
F ;a I
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COMMUNr"ry, PLANNING
& �
. v
Hardesty & Hanover's Community Planning Group assists villages, towns, and
cities envision and prepare for the future and identify the policies, programs,
and infrastructure investments that will lead them on the path forward.
Our work takes on a variety of forms,from leading '
a community visioning process and drafting a com-
prehensive plan to formulating downtown revital-
ization strategies and advising a planning board on
zoning matters.We look for new and creative ways
to approach our projects and tailor the process and
product to the place.
Responding to the challenges facing communities '
p 9 ( rr
today requires strategizing across discipline and de-
partmental boundaries and understanding a com-
munity's unique needs,strengths,and priorities.We
undertake substantive online and in-person public
engagement that involves municipal boards and com-
mittees, connects with local organizations and insti- • •
tutions, and inspires participation from residents of all • • •
walks of life. •
••
We provide realistic implementation guidance for
plans by prioritizing initiatives and dividing the most
® • •
ambitious ones into smaller action items to be accom-
plished over time.
Hardesty&Hanover
Hardesty&Hanover is a full-service infrastructure
engineering firm with deep experience solving complex m A IT
engineering challenges.Our mission is to deliver
outstanding engineering solutions that improve the
world's infrastructure, bring value to our clients, and
enhance people's lives. ��
STAFF SIZE: Firmwide:455,Community Planning Group: 5
OFFICE LOCATIONS: Melville, NY; New York City (HQ) +
Nationwide f)< Ili,� ry tl Jay J/i�'m� riJl'a+riir v ij1�
5
TEAM COMPOSITION
A clear benefit that our team can offer is the pairing of national zoning
experience with in-depth knowledge of the planning and zoning context in
Long Island communities. ZoneCo and HH professionals have teamed on
several projects and the complementary skill sets of our team mean that we
work seamlessly on code update projects,
Below please find an organizational chart for our team, and a breakdown of
tasks by team member.
if
NEW
6
,,,vu deir@ thezuu�ac c o e onu
S E A N S U D E R
L E A D P R I N C I P A L 455 Delta Av(,icu:r;,S�Ae 333
A N D PROJ ECT MANAGER Iulr:uioreu:uii,014 ,5326
ABOUT PAST EXPERIENCE
As a city planner and lawyer ZoneCo
who has worked in both the Lead Principal and Founder(2016- Present)
private and public sectors, (Prior: Calfee Zoning, 2016-2020); Graydon Land Use Strategies, LLC,
Sean combines his technical 2014-2016) Sean consults with communities of all sizes on crafting
and practical knowledge and zoning regulations that are consistent, clear, usable and defensible. As an
experience with innovative experienced private sector land use lawyer with extensive local government
zoning methodologies. In his experience, Sean brings a unique perspective and experience to zoning
role as the City of Cincinnati's codes.
chief land use counsel, Sean
served as lead counsel for City of Cincinnati
the award-winning Cincinnati Chief Counsel,Land Use and Planning (2010-2014)
form-based code and historic As Chief Counsel for Land Use and Planning for the City of Cincinnati,Sean
preservation ordinances. He is a worked with a team of city staff, consultants, elected officials, and citizens
national authority on innovative to develop legally defensible zoning and land use regulations that reduced
zoning methods and practices, regulatory risk to property owners, increased certainty for the community,
including Development Pattern and reduced litigation risk and expense for the city. Sean served as lead
Districting (DPD), our widely- counsel for Cincinnati's Historic Preservation Code (Winner of the 2012
acclaimed intuitive zoning Cincinnati Preservation Award), Cincinnati Land Development Code,which
approach. includes the City's first stream corridor protection overlay district, and
Cincinnati Form-Based Code (Winner of CNU 22 FBC Award), all of which
EDUCATION was funded by a 2010 HUD Sustainable Communities Challenge Grant.
JURIS DOCTOR Adjunct Professor/Speaker/Author
UNIVERSITY OF VIRGINIA SCHOOL Sean has served as an Adjunct Professor of Land Use Law at the University
OFLAW of Cincinnati College of Law and has spoken at planning conferences across
BACHELOR OF URBAN AND the country.
ENVIRONMENTAL PLANNING RELEVANT PROJECT EXPERIENCE
UNIVERSITY OF VIRGINIA
CREDENTIALS PROJECT MANAGER Sean served as project manager for the
--- -- --•- - -••• •.. following comparable projects:
Leadership in Energy and Reynoldsburg,OH: Zoning Gahanna, OH:Zoning Code
Environmental Design Code Update Update
Accredited Professional
(LEEDOAP) Dormont, PA: Zoning Code Sidney, OH:Zoning Code
Admitted to practice law in OH, Update Update
KY, IN, and D.C. Bowling Green, OH: Gateway Germantown,TN:Zoning Code
District/ Code Re-write Audit
South Bend, IN:Zoning Code Avondale Estates,Ga: Zoning
PROFESS 10 NAL • Peer Review Services Code Audit
ASSOCIATIONS North Canton, OH: Main Street • Westerville,OH: Legal Counsel
Districts Development and Full And Subsequently Retained As
► Congress for the New Urbanism Zoning Code Re-Write Project Manager
► Form-Based Code Institute • Vienna,VA:Zoning And Winchester/Winsted, CT:
► Heritage Ohio Subdivision Code Update Zoning Ordinance Update
► Urban Land Institute • Kent County, MD: Land Use • Litchfield,CT: Zoning
► American Planning Association Ordinance Update Ordinance Update
7
SARAH BROWN
PRINCIPAL PLAN NEP
ABOUT PAST EXPERIENCE
Sarah has more than 20 years of Hardesty& Hanover
experience providing land use, Principal Planner(2019-Present)
zoning, development assistance Providing consulting services on planning, zoning and development
and environmental services matters including zoning ordinance amendments; subdivision, site plan,
to various villages, cities, and special permit, and rezoning request reviews; environmental assessment
towns in New York State. She form reviews, preparation and guidance on SEAR procedures for
is an expert in understanding municipal clients in New York.
the environmental process and
is well versed in SEQRA and Frederick P. Clark&Associates
its required documentation for Senior Planner(2005-2019)
all types of projects, including Provided advisory consulting services on continuing planning, zoning
permitting. and development matters including zoning ordinance amendments;
subdivision, site plan, special permit, and rezoning request reviews;
environmental assessment form reviews, preparation and guidance on
SEAR procedures for municipal clients in New York.
EDUCATION Precision Planning, Inc.
Senior Planner(2005-2019)
BACHELOR OF SCIENCE, Prepared rezoning, special use permit, variance and development
AGRONOMY& ENVIRONMENTAL I documents for private sector clients. Served as planning consultant to
SCIENCE municipalities in Georgia. Provided planning, zoning and development
DELAWARE VALLEY UNIVERSITY assistance including plan review, zoning interpretation, development of
zoning maps, preparation of rezoning analyses, preparation of zoning
overlay districts, preparation of zoning ordinance and comprehensive
plan amendments, and grant writing.
CREDENTIALS
-- - - RELEVANT PROJECT EXPERIENCE
American Institute of Certified __------ _.____ ---....._ ...._.___.
Planners (AICP) PRINCIPAL PLANNER SARAH SERVED AS A PROJECT MANAGER
FOR THE FOLLOWING PROJECTS:
Village of Roslyn Harbor, NY,, . Town of New Castle, NY:
Planning & Zoning Analysis Millwood Hamlet Center
Village of Pleasantville, NY: Design Guidelines
Marble Avenue Planning & Town of North Castle, NY:
P R O F E S S 10 N A L Zoning Study Banksville Planning and
ASSOCIATIONS Town of New Castle, NY: Zoning Study
Millwood Hamlet Center . Village of Fishkill, NY: Special
► American Planning Association Design Guidelines Use Permit Study
No, Westchester Planning
Federation
8
JOCELYN G I BSO N
S E N I OR P LAN N E P
i
N
ABOUT PAST EXPERIENCE
Jocelyn has always been ZoneCo,Senior Consultant and Planner
passionate about zoning as (2018-Present, Formerly called Calfee Zoning)
a vehicle for bringing about Jocelyn brings both private and public sector experience in the areas of
change in the built environment. urban planning and corporate real estate. Jocelyn is a perfect fit with
As a City Planner in the public ZoneCo due to her passion for zoning as a way to bring long-range
sector, she took special planning visions into reality. Her cross-section of urban planning with
interest in Zoning Hearings real estate experience ensures that she is attentive to the needs of both
and the every day development the community, its people and their quality of life, and also the needs of
decisions that lead to profound businesses and institutions.
change over time. She has both
public and private sector code CBRE Group
writing and planning experience, Senior Client Strategy&Consulting Analyst(2015-2018)
supplemented by private sector In her role with CBRE,Jocelyn evaluated the real estate portfolios of large
real estate experience. corporate clients in an effort to optimize their real estate expenditure
across the globe. She helped clients visualize portfolios,expenditure and
potential savings in unique and accessible ways. Jocelyn has worked
EDUCATION with industrial, commercial and office real estate portfolios. She utilized
mapping and analytics tools to evaluate locations, consolidations, an
MASTERS OF COMMUNITY workspace planning. Herclients included several Fortune 500 companies.
PLANNING
UNIVERSITY OF CINCINNATI City of Cincinnati
City Planner (2013-2015)
BACHELOR OF ARTS, Jocelyn served as a City Planner with the City of Cincinnati during the
INTERNATIONAL AFFAIRS final stages of completion of the award-winning Comprehensive Plan,the
UNIVERSITY OF CINCINNATI creation of the City's award-winning Form-Based Code, and the creation
PROFESSIONAL of the City's Land Development Code. Jocelyn participated in all of these
efforts, in addition to regular recommendations and presentations to the
ASSOCIATIONS City Planning Commission and City Council. Jocelyn also gave zoning
AND CIVIC recommendations to the City's Zoning Hearing Examiner.
ENGAGEMENT RELEVANT PROJECT EXPERIENCE
► Board Member, Congress for SENIOR CONSULTANT JOCELYN SERVED AS A SENIOR
the New Urbanism CONSULTANT FOR THE FOLLOWING PROJECTS:
► Chair, Midwest Chapter
of the Congress for the New Bowling Green,OH: Gateway Westerville, OH: Code Re-
Urbanism (2017-2021) District Development And Write
► American Planning Subsequently Retained For A Greenwood, IN Code Re-Write
Association, Diversity, Equity Full Zoning Code Re-Write
& Inclusion Committee, and City of Cincinnati Land
Legislative Committee North Canton, OH: Main Street Development Code(while
Districts Development in
► working President, City of North 9 � city government)
)
College Hill Board of Zoning R Vienna,VA:Zoning And City of Cincinnati Form-Based
Appeals Subdivision Code Update Code(while working in city
► Trustee, Camp Washington Kent County, MD: Land Use government)
Community Council Ordinance Update
► Board Member, Camp Sidney, OH: Zoning Code
Washington Community Board Update
(CDC)
9
NEIL DESA
yt PRINCIPAL PLANNER
ABOUT PAST EXPERIENCE
Neil has managed and Hardesty& Hanover
produced a wide range of policy Principal Planner(2021-Present)
plans and technical guides, Managing or supporting planning, urban design, and transportation-
including comprehensive focused assignments for municipalities, regional agencies, civic orgs.,
plans, Complete Streets special services districts. Topics include: master plans, comprehensive
design guides, sustainability plans, redevelopment plans, building reuse studies, zoning (incl. form-
plans, and conventional and based codes and sign regulations), traffic and parking studies, transit-
form-based zoning codes. oriented development and station area plans, green infrastructure
He is skilled at designing and strategies, economic development strategies, sustainability strategies,
implementing public education and wayfinding/environmental graphic design.
and involvement strategies
appropriate to the historical, Emerge Community Planning&Strategy LLC
social, cultural, and economic Director(2020-2021)
contexts of residents. Promoted an independent,community-focused approach to the disciplines
of city planning, design, and economic development that evolved over 17
years working with public sector clients across eight states. Led a project
to revitalize commercial streets in Hattiesburg MS.
EDUCATION
........ Nv5
__._.
Senior Planner(2012-2019)
MASTER OF CITY PLANNING Managed and/or participated in a wide range of planning and urban
UNIVERSITY OFPENNSYVANIA design assignments for municipal governments, regional agencies, civic
SCHOOL OF DESIGN
organizations, business associations, and private clients. Topics ranged
BACHELOR OF ARTS, from downtown,greyfields,and commercial corridor revitalization plans to
GEOGRAPHY streetscape plans,design guidelines,and wayfinding plans.
DARTMOUTH COLLEGE
CREDENTIALS
American Institute of Certified
Planners (AICP) RELEVANT PROJECT EXPERIENCE
Stateof New Jersey ..................................... _ —_............ ........m.._ .......................
Professional Planner(PP) PRINCIPAL PLANNER NEIL SERVED AS A PROJECT MANAGER
ON THE FOLLOWING PROJECTS:
City of Englewood, NJ:Zoning . Town of Pound Rldge, NY:
PROFESSIONAL
Code Update Comprehensive Plan Update
ASSOCIATIONS Philadelphia, PA: Ridge Avenue * Village of Mamaroneck, NY:
_ Design Guidelines& Rulebook Comprehensive Plan Update
► American Plannin.....Ass.....c
g oiation a Kent County, MD. Land Use Princeton, NJ: Neighborhood
Ordinance Update Character&Zoning Initiative
No. New Jersey Chapter of the
American Planning Association
10
NOLAN NICAISE
URBAN & ENVIRONMENTAL PLANNER
ABOUT PAST EXPERIENCE
Nolan is an urban planning, ZoneCo,Urban & Environmental Planner(2021-Present)
environmental science, and Nolan combines real-world planning experience with a depth of knowledge
policy professional. He about environmental policy. Additionally, Nolan has excellent composition,
has worked as a planner, mapping,and long-range planning acumen. He has a range of experience
scientist, environmental policy across the Midwest, including public sector experience, which means he
specialist, higher education understands the complexity of administering a zoning code.
program administrator, lecturer,
consultant, research assistant, Planning and Development Services of Kenton County, Planner,
and leader. (2020)
He holds an MA degree in Urban Prior to joining ZoneCo, Nolan received public sector experience in
and Environmental Policy and Kenton County, Kentucky. He was engaged in a variety of planning
Planning from Tufts University activities for smaller municipalities within Kenton County,including zoning
and a BS degree in Biology from administration, mapping, and long-range planning.
the University of Dayton, where
he focused on water science. Parsons Corporation
Planner& Environmental Scientist,(2017-2019)
Nolan evaluated environmental impacts of proposed pipeline construction
EDUCATION projects, coordinate with local, state, and federal officials to determine
environmental permitting requirements, prepare and submit permit
applications to governmental agencies, and inspect construction sites to
MA, URBAN AND
ENVIRONMENTAL POLICY ensure compliance.
TUFTS UNIVERSITY
He specialized in stormwater regulations and site design (stormwater
BS, BIOLOGY, SUMMA CUM pollution prevention plans, as part of the National Pollutant Discharge
LAUDE Elimination System),threatened and endangered species protections,and
UNIVERSITY OF DAYTON dredge and fill activity permitting (Clean Water Act Section 404).
Nolan Provided scientific monitoring support for environmental remediation
sites,such as oil terminals and industrial landfills. He regularly coordinated
P R O F E S S 10 N A L with state environmental protection agencies,state departments of natural
ASSOCIATIONS resources, local soil and water conservation districts, and the US Army
Corps of Engineers.
► Congress for the New
Urbanism RELEVANT PROJECT EXPERIENCE
► Indiana Sustainability
Development Network URBAN AND ENVIRONMENTAL PLANNER NOLAN SERVED AS A
► Urban Land Institute PLANNER ON THE FOLLOWING PROJECTS:
Dormont, PA: Zoning Code Vienna, VA: Zoning And
Update Subdivision Code Update
Bowling Green, OH: Gateway Kent County, MD: Land Use
District Development And Ordinance Update
Subsequently Retained For A Marysville, OH:Zoning Code
Full Zoning Code Re-Write Update
North Canton, OH: Main Street Gahanna,OH:Zoning Code
Districts Development And Update
Subsequently Retained For A
Full Zoning Code Re-Write
11
AYAKO M U I P
�F ARCHITECTURAL & URBAN DESIGNER
ABOUT PAST EXPERIENCE
Ayako is an architectural/ Hardesty& Hanover
urban designer who is skilled Principal Planner(2021-Present)
at developing maps, conceptual Develops maps, conceptual diagrams, illustrations, photo simulation,
diagrams, illustrations, photo and schematic designs for planning and engineering projects. Prepares
simulations, and schematic diagrams for conventional and form-based zoning codes.
designs for planning, urban
design, architecture, and NV5
landscape architecture work— Senior Planner,(2012-2021)
in addition to interdisciplinary Developed maps,conceptual diagrams,illustrations, photo simulation,and
projects. She is adept at using schematic designs for planning and engineering projects. Supported the
a range of programs—including firm's architecture group in building reuse feasibility studies and space
AutoCAD, ArcMap, Adobe planning.
Creative Suite, Rhino,SketchUp,
and Lumion—to produce clear, Wallace Roberts&Todd (WRT)(2009-2012)
appropriately-dimensioned, and Prepared design concepts, schematic designs, and preliminary
compelling graphics. plans for streetscape improvements, parks, affordable housing and
commercial development. Prepared community design policies, plans,
E D U C AT I O N design guidelines and reports related to road improvements, landscape
11111111-11........ improvements, commercial development, residential development and
BACHELOR OF ARCHITECTURE, integrated community design.
TEMPLE UNIVERSITY
RELEVANT PROJECT EXPERIENCE
ARCHITECTURAL& URBAN DESIGNER AYAKO SERVED AS A
DESIGNER ON THE FOLLOWING PROJECTS:
Kent County, MD: Land Use Dutchess County, NY:
Ordinance Update Revitalizing Urban Centers-
Village of Mamaroneck Beacon & Poughkeepsie
NY: Moratorium Study Town of Needham,
Redevelopment Scenarios MA: Chestnut Street
Redevelopment Concepts
12
CMUD
"ZoneCo took what we had in our heads, and
transferred those thoughts and plans into a
defensible, yet progressive document. Our
experience with ZoneCo is one of pride in
our local community, as we grow into one of
the most forward thinking, and development
friendly municipalities in the state! Our new
zoning code will live long after I'm gone, still
providing a framework for the built environment
NIX of a more prosperous Reynoldsburg.'
ANDREW BOWSHER
Reynoldsburg, Ohio
"I go to a lot of towns and states. I have
never seen regulations that have really
jumped out at me as clear and well-organized
as what Sean has provided to us."
PLANNING COMMISSIONER
Winchester, Connecticut
"This citywide code is an excellent model for any
city - particularly legacy cities-seeking to use code
reform to promote fiscally and environmentally
sustainable urban regeneration, greater housing
diversity, walkable neighborhoods, and stronger
urban design. The code's helpful "how to use"
guide, clean easy-to-read graphics, and logical
layout make navigation easy for administrators,
applicants, and citizens. The historic preservation
provisions, bike and car parking standards, and
clever treatment of cul-de-sacs are some of the
many exemplary features..This new code will have
a lasting and positive transformational impact on
South Bend's future and provides many lessons
for other cities considering a form-based code.'
SMART GROWTH AMERICA / FBC INSTITUTE
ZoneCo, Co-Winner of Driehaus Award, South Bend, IN
13
SOUTH BE
ZONING ORDINANCE PEER REVIEW
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PROJECT SCOPE PROJECT OVERVIEW MUNICIPAL PROJECT
Peer review services were ZoneCo was hired to provide MANAGER REFERENCE
provided for the re-write of peer review services for the Michael Divita, AICP
the Zoning Ordinance. South Bend, Indiana zoning Principal Planner
ordinance re-write. South City of South Bend
GEOGRAPHY Bend crafted a zoning code 227 W. Jefferson Blvd.,
that provides flexibility while Suite 1400S
Northern Indiana achieving the desired urban South Bend, IN 46601
ZONECO REVIEWED form. The code is highly (574) 235-5843
visual, and ZoneCo helped mdivita@southbendin,gov
THE FOLLOWING: to ensure that the code is
• Signage Standards facilitating the community Project Staff., Sean Suder
• Special Districts vision while checking for
•
Overlay Districts compliance with Indiana
statutes. ZoneCo is part of
• Standard Districts a team currently nominated
• Form-Based Standards for a national award for
• Mixed-Use Standards work on this project.
• Building Standards
• Parking Standards
Floodplain Standards
Z CO++
14
HEMPSTEAD, NEWYORK
NEW ZONING DISTRICT & REGS
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PROJECT SCOPE PROJECT OVERVIEW principles. A master plan
Create a new zoning Hardesty & Hanover was for the entire property
district and regulations for retained by the Town of was created for a mixed-
the area containing the Hempstead to create a use development that
Nassau Veterans Memorial new zoning district and included residential, office,
Coliseum and surrounding perform the SEQR review and entertainment uses.
property. for the redevelopment thoughtful and exhaustive
of the Nassau Coliseum evaluation of the desired
GEOGRAPHY property and surrounding development patterns in
Hempstead, New York - area. Hardesty & Hanover Olde Reynoldsburg.
Long Island created the Mitchel Field MUNICIPAL PROJECT
Mixed-Use District which MANAGER REFERENCE
SKILLS AND preserved and protected
TECHNIQUES the special character of Jack L. Libert, Chief of
the greater Mitchel Field Staff
• Zoning Analysis area, promoted the most Office of the Supervisor
• Analysis of desirable and suitable
Development Potential use of land in this area in
• Drafting of Zoning accordance with a well-
District Regulations considered plan, and
SEQR provided an incentive for
development of the area
in a manner consistent
with sound planning
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15
REYNOLDSBURG , OHIO
ZONING ORDINANCE UPDATE
Districts and Zones
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PROJECT SCOPE PROJECT OVERVIEW with robust form-based
A modernized, streamlined, In 2018, Reynoldsburg, standards throughout
and updated hybrid zoning Ohio retained ZoneCo which apply to building
code. and OHM Advisors to re- frontage, open space,
write the City's Planning and building typology.
GEOGRAPHY and Zoning Code. Prior This code is an excellent
to this, OHM Advisors example of effectively
Columbus Metropolitan completed an updateof balancing streamlined
Area the Comprehensive Plan regulations with form-
which sets new goals for conscious standards.
SKILLS AND the City for the next 10 to 20
TECHNIQUES MUNICIPAL PROJECT
years. The land use goals
• Full Code Diagnostic of the plan relate strongly MANAGER REFERENCE
• Calibration of all to the East Main Street Andrew Bowsher
Regulations and Corridor, strengthening Development Director
Standards Olde Reynoldsburg, and 7232 East Main Street
• Old Towne District Infill promoting economic Reynoldsburg, OH 43068
Analysis diversity and economic (614) 322-6831
development. ABowsher@
• Development Pattern ci.reynoldsburg.oh.us
Districting The calibration of the code's
• Form-Based Coding regulations included a Project Staff,., Sean Suder,
• Recommendations thoughtful and exhaustive Jocelyn Gibson
and Considerations for evaluation of the desired
Suburban Retrofit development patterns in
• Presentations at all Olde Reynoldsburg, The
Adoption Meetings code is a hybrid code, CZONEO++
16
FISHKILL, NEWYORK
ZONING ORDINANCE UPDATE
Exisfing Land Use MIRP
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PROJECT SCOPE PROJECT OVERVIEW signage regulations to be
Update zoning code and Hardesty & Hanover is consistent with recent
subdivision regulations, the the consulting planner case law. Staff also make
to the Village of Fishkill, suggestions for language
GEOGRAPHY In addition to attending changes that make the
Village of Fishkill, NY - Planning Board meetings zoning law easier to
Mid-Hudson Valley and Zoning Board of understand or eliminate
Appeals meetings and conflicting information
SKILLS AND reviewing applications, with other sections of the
TECHNIQUES services include periodic code.
• Code updates updates to the existing MUNICIPAL PROJECT
for clarity and/or zoning law. Staff have have MANAGER REFERENCE
consistency analyzed and amended
the special use permit use Hans Klingzahn
• Zoning Analysis and requirements for all Chairman of the Planning
• Creation of zoning zoning districts, updated Board
regulations for new the bulk requirements
uses, rezonings, and for the residential,
updates commercial, and industrial
• SEQR zoning districts, updated
the permitted uses
and definitions for the
commercial and industrial
district, and revised the
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17
D, ORMONT,
ZONING ORDINANCE UPDATE
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VISUAL URBAN DTC1"OVARY
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PROJECT SCOPE Floodplain Standards includes active engagement
A modern, streamlined, and Visual Urban Dictionary and education; the testing
updated Zoning Ordinance, of new ideas and zoning
with transit-oriented and PROJECT OVERVIEW concepts to determine the
form-based elements. most appropriate content;
The Borough of Dormont, and a user-friendly tool to
Pennsylvania, has engaged guide growth.
GEOGRAPHY the team of ZoneCo and
Pittsburgh Metropolitan YARD & Company to MUNICIPAL PROJECT
Area help modernize its zoning MANAGER REFERENCE
ordinance. As one of
SKILLS AND Pittsburgh's several transit- Benjamin Estell
TECHNIQUES oriented inner ring suburbs, Borough Manager
Dormont seeks to build on 1444 Hillsdale Avenue,
• Transit-Oriented the momentum created Pittsburgh, PA 15216
Standards by recent regional transit- (412) 561-8900
• Full Code Diagnostic oriented development bestell@boro.dormont.
• Calibration of planning efforts. The pa.us
Development Standards team will craft a zoning
and Regulations ordinance that not only Project Staff, Sean Suder,
• Form-Based Standards allows for context sensitive Nolan Nicaise
• Mixed-Use Standards infill development and
adaptive reuse but enables
• Design Standards the borough to capitalize CO++
Development Pattern on several light rail stations
Districting and bus stops. The process
18
LLOYD HARBOR, NEWYORK
ZONING ORDINANCE UPDATE
Development Potential Proposed Land lJse Plan
Analysis
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PROJECT SCOPE PROJECT OVERVIEW drafted new zoning and
To update the zoning Hardesty& Hanover(H&H) subdivision regulations
code and subdivision was retained by the Village that reduced the amount
regulations to align with of Lloyd Harbor to prepare of development in areas
recommendations of the an update to the Village's adjacent to sensitive
Village's Comprehensive Comprehensive Plan. The environmental areas and
Plan. land use goals of the plan drafted wetlands and steep
discuss the importance slopes laws that eliminated
GEOGRAPHY or greatly reduced
of the preservation and
Village of Lloyd Harbor, NY protection of the sensitive development potential in
these areas, H&H also
- Long Island environmental features
such as wetlands and drafted all of the SEAR
SKILLS AND steep slopes, minimizing documentation required
for the code amendments.
TECHNIQUES environmental impacts
• Zoning Analysis and preserving open MUNICIPAL PROJECT
• space through revisions to MANAGER REFERENCE
Analysis of the zoning and subdivision
Development Potential Laws. H&H reviewed
SEQR the existing regulations Jean M. Thatcher, Mayor
. with the goals of the
Comprehensive Plan and
A-la-66V '
19
BOWLING GREEN , OHIO
GATEWAY DISTRICT AND FULL
CODE RE-WRITE
..................
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PROJECT SCOPE Pedestrian-Oriented oriented while creating an
A new Development Standards attractive gateway for the
Pattern District and • Design Standards City and the University.
accompanying design • Document and Graphic ZoneCo created a highly
and zoning standards for Design visual and streamlined
a well-traveled Gateway document, consistent with
between Downtown and PROJECT OVERVIEW City branding. ZoneCo
the University in the City was subsequently retained
of Bowling Green, Ohio. The team of ZoneCo to complete a full re-
ZoneCo was subsequently and OHM Advisors was write of the Zoning Code,
retained to write the full selected to create building,
use, design and signage which is in the codification
code, module.
standards for the Gateway
GEOGRAPHY District in Bowling Green.
This district is located in MUNICIPAL PROJECT
Toledo Metropolitan Area, between the charming, MANAGER REFERENCE
Population walkable, and historic Heather Sayler
Downtown and Bowling Planning Director
SKILLS AND Green State University. 304 N. Church Street
TECHNIQUES The corridor is currently Bowling Green, OH 43402
Calibration of comprised of disconnected (419) 354-6218
• Development commercial uses and the hsayler@bgohio,org
Standards and goal is to connect these two
Regulations walkable places and make Project Staff- Sean Suder,
the new district human- Nolan Nicaise
• Mixed-Use and scaled and pedestrian-
CO++
20
VIENNA, VIRGINIA
ZONING & SUBDIVISION ORDINANCES
ArLiele Ile Zones,
Fstric ,
i e n sio €ai Standards
PROJECT SCOPE PROJECT OVERVIEW administrator, and where
ZoneCo was chosen to ZoneCo will clarify, regulations are currently
re-write Vienna, Virginia's simplify, and reorganize lacking, like for parking
subdivision and zoning its subdivision and standards and definitions
ordinances as the lead zoning ordinances so the for all uses.
consultant joined by regulations are logically
Venable LLP, Nelson organized and easy to MUNICIPAL PROJECT
Nygaard, and YARD & understand through the MANAGER REFERENCE
Company. use of plain language,
charts, tables, and David Levy, AICP
GEOGRAPHY illustrations. Director of Planning &
Zoning
Washington D.C. In addition,the subdivision 127 Center St S
Metropolitan Area and zoning ordinances Vienna, VA 22180
will be updated so (703) 255-6341
SKILLS AND they are in compliance david.levy@viennava.gov
TECHNIQUES with State statutes,
Land Use Assessment recent Supreme Court Project Staff- Sean Suder,
• Calibration of decisions with regards Nolan Nicaise
Development to sign regulations, and
Standards and consistent with the Town's +
Regulations Comprehensive Plan.
• Transportation-Land The update will address
Use Coordination areas where the Code
Mixed-Use Standards is silent and zoning
Design Standards determinations have been
made over the years
• Main Street Standards by the Town's zoning
21
ADDITIONAL PROJECTS
DESIGN STANDARDS - CANFIELD, OH
Canfield, Ohio was seeking to create design standards for two design districts within their
City. The review of development applications in the design districts was occuring in the
absence of overarching standards or guidelines, which made design review challenging.
Although there is historic architecture in Canfield, architectural styles vary substantially.
ZoneCo developed streamlined design standards that can guide redevelopment in a way
that is respectful of existing form and styles found in Canfield, while still providing flexibility.
ZONING CODE UPDATE - SIDNEY, OH
The Sidney, Ohio zoning code update was recently completed and adopted in early 2022.
The code guides new development and infill in a manner that is consistent with the desired
character for the town. The character in Sidney's downtown is promoted through character-
based standards. The code update removed inconsistencies, confusing organization, and
dated regulations. Sidney's City Manager, Andrew Bowsher, worked with ZoneCo on the
adoption of the Reynoldsburg, Ohio code (while he was Development Director there), and
recently, for the Sidney code.
ZONING ASSESSMENT-AVONDALE ESTATES, GA
In 2017, ZoneCo (then Calfee Zoning) was selected to produce a Zoning Code Audit for
the City of Avondale Estates Georgia. The project centered upon evaluating whether the
zoning code and supplementary land use regulations advance the City's recently adopted
Downtown Master Plan and Comprehensive Plan.
ZoneCo designed a public engagement module to foster input from key internal and
external stakeholders. The facilitation of walkability in downtown was a key objective for
the assessment. The final product was a report that highlights policy solutions and best
practices for the City to consider and implement in order to advance its development goals.
ZONING ASSESSMENT- FLORENCE, KY
ZoneCo was hired as part of a team led by Yard &Company to assess the zoning regulations
governing the Main Street District in the City of Florence, Kentucky. It had been nearly thirty
years since the Main Street District regulations were adopted. Utilizing the planning vision
of the City's steering committee and core planning documents, ZoneCo reviewed each
regulation governing the City's Main Street District to determine whether the provision (i)
advanced the planning vision; (ii) had a neutral impact on the planning vision; or (iii) served
as a barrier to the planning vision.
The final diagnostic report incorporated summary conclusions and recommendations for
overhauling the Main Street District regulations to ensure that the district develops as a vibrant,
pedestrian-oriented destination in Northern Kentucky. The findings in the diagnostic report
will serve as a foundation for codifying new zoning regulations that will govern the Florence
Main Street District moving forward.
ZONING CODE UPDATE - PROJECT MANAGEMENT, PEER REVIEW,AND SIGN
ORDINANCE; WESTERVILLE, OH
ZoneCo was engaged to provide special legal counsel to the project, being led by Lisa
Wise Consulting (LWC). ZoneCo has undertaken a diagnostic of the existing Code and is
leading the final stages of codification at the request of the City.
22
ADDITIONAL, PROJECTS
ZONING ASSESSMENT- ORANGE TOWNSHIP, OH (ZONING CODE UPDATE ONGOING)
In 2019, ZoneCo completed a diagnostic report for Orange Township, Ohio, Orange Township
has seen substantial growth; recent development has almost exclusive occurred through the
Planned Development process within their zoning code. The code is old, difficult to navigate,
and creating administrative challenges. Their goals for walkability, a town center, and housing
variety cannot be accommodated by the current zoning regulations. ZoneCo created a report
that analyzed every section of the code, and provided a clear assessment of how the code is not
achieving the community's vision. ZoneCo was subsequently retained to rewrite the full code.
ZONING ASSESSMENT AND RE-WRITE OF COMMERCIAL ZONING DISTRICTS - WHITEHALL,
OH (ZONING CODE UPDATE ONGOING)
In 2019 ZoneCo completed a zoning diagnostic report in conjunction with the Whitehall Works
Development Blueprint. The zoning diagnostic report benchmarked the City's current zoning
code against the planning goals and objectives set forth in the City's plan. The diagnostic report
also included recommendations regarding updates to the zoning code to advance the City's
goals and objectives. ZoneCo and OHM Advisors was subsequently retained to re-write the
zoning code. The commercial districts were updated and adopted in late 2021; the new districts
accommodate improved flexibility and walkability within the districts.
ZONING ASSESSMENT- GERMANTOWN, TN
In 2015, Sean Suder (then Lead Principal of Graydon Land Use Strategies, LLC) was hired as part
of a team to provide zoning consulting services to suburban Germantown, Tennessee (Memphis
area). Sean provided a review of the current zoning resolution to determine how it may be promoting
the city's desired development outcomes and in what instances it may be serving as a barrier to
achieving its land use goals and objectives.
ZONING CODE UPDATE - PLAIN CITY, OH
In 2021-2022,ZoneCo and OHM Advisors were hired to complete an update of Plain Cioty's zoning
code. The City is growing at a fast rate, and sought to develop a more granular development
pattern in downtown and the traditional neighborhoods around it, Non-monotony and design
standards were integrated into the residential areas while the industrial areas were adjusted to
accommodate the evolving needs of employers in Plain City.
23
PROJECT APPROACH: SUMMARY
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Dia ose Cali, e Codi
1;
The first module of this Once changes to district Once the base regulations,
project is Diagnose, composition have updated use tables, and
The main objective is been finalized, we will administrative inventory
to understand current move into calibrating have been revised, we
planning practice and base regulations of the will draft the language of
all of the dynamics Code, We will present the Code. At the close
of administration, a Calibration Table that of the calibrate module,
procedures, common lays out all proposed our designers will draft
bottlenecks, and outdated regulation alongside graphics and visuals,
regulations, existing regulations and
The process of fleshing
recommendations from
We will compare and score the Comprehensive Plan out the base regulations in
your current code against within a table format, advance of the codification
goals from Southold's We will work with you to means that the team can
Comprehensive Plan and prepare a draft map so focus on the document
any other long-range that suggested changes style and readability,
plans. Stakeholders/staff can be viewed alongside language consistency, the
will be consulted for input. the map, efficacy of graphics as
visual aids, and ensuring
We will summarize our The Calibration module that revisions and
findings into a Diagnostic creates efficiencies; feedback are effectively
Report, This report helps when we begin to draft translated into the
to orient the project, new language, the base document,
provides insight into regulations will be hashed
focus areas, and allows out and the team can A public review draft of
us to create a prioritized focus on the document the code will provide the
list of objectives for text, public an opportunity
updates. We will outline to review and submit
any suggested changes to We will create an comments/revisions prior
zoning districts for review administrative inventory to producing a final draft
at the end of this module, and assess how processes of the code.
could be adjusted.
OUR PROCESS
ZoneCo employs a three-module approach for delivering code updates that is intuitive
and streamlined, and the summary above provides an overview of this process. Public
engagement will be prioritized throughout this process to ensure that we are attentive to
community perspectives and feedback, particularly in the Calibrate and Codify modules.
Our module-based approach encapsulates all of the items listed your RFP. Through our
many zoning projects, this approach has maximized meaningful collaboration and project
schedules. A full engagement outline can be found on page 27.
24
Project Initiation & Orientation (Month 1) b. Prioritized List of Changes and
Updates, As we finalize the Diagnostic
a. Kick-Off Meeting, We will initiate the
Report, we will create a prioritized list of
project with akick-off meeting. We changes and updates, We will begin to
will review project goals, timeline, work
approach, and the public outreach and uncover how zoning districts could be
re-organized or updated, At the close
engagement strategy.
of this task, we will provide the Town
b. Plan Review, We will begin with a robust with the deliverables listed below.
planning document review, including
Deliverables:
the existing Code, Comprehensive Plan,
and any relevant forms or documents. • Project website - repository for project
We will review variance requests and updates, documents, and information
decisions to understand where relief
from the code is being sought, We
Diagnostic Report accompanied by the
will furthermore review development line-by-line scoring matrix
patterns, corridors, district, and • Outline of zoning district changes and
neighborhoods within the Town via map
driving tour,
• A draft table of contents which will
c. Staff Feedback Form, We will create display how we intend to re-organize the
a supplementary form that we will Code
distribute to staff which compiles
comments about where they feel there is A mock-up of the document design style
most opportunity for change or revision. for review
Module 1: Diagnose (Months 2-3) Module 2: Calibration (Months 3-6)
a. Draft Diagnostic Report. At the close a. Base Regulations. In the previous tasks,
of the previous task, we will have an we outlined zoning district changes
understanding of current planning and created a prioritized list of updates
practice in the Town and we will draft a for the Code. We will lay out base
Diagnostic Report that outlines exactly regulations for the various sections of
how the current Code compares with the Code, like districts and generally
the Comprehensive Plan objectives. applicable regulations within a table
We undertake a thorough line-by-line format which we call the "Calibration
analysis that provides detailed notes for Table",
every section within a matrix. The matrix b. Calibration Table, The Calibration
scores the entire Code, and the findings module creates efficiencies; when we
from this exercise are subsequently begin to draft new language, the base
distilled and summarized within the regulations will be fleshed out and the
Diagnostic Report. team can focus on the document text,
25
graphics, and readability. This also gives reviewed by staff, we will have the first
the community the opportunity to be draft ready for the public forum. We will
integrated into the process before there have graphics completed at this time.
is a fully drafted document and prioritize We will work with staff to coordinate the
their feedback. public forum to review the document.
c. Review & Test, We will hold an internal We will create an inventory of feedback
received during the forum and integrate
review of the Calibration Table with staff it into the document and the map. The
and then test the base regulations with draft Code should also be available
residents and other stakeholders at a
online along with a means for submitting
public forum.
comments electronically.
d. Diagrams & Graphics. When the
c. Final Draft A public review draft will
calibration table is finalized, we will
garner additional comments, after which
create graphics that will make the Code
we will produce a final draft of the Code.
more readable and user-friendly.
Deliverables: d. Adoption. Our team will be attend
adoption meetings and record
• Draft Calibration Table comments/feedback as the new code
moves toward adoption.
• Final Calibration Table
Deliverables:
Meetings:
Draft Code
Forum to review Base Regulations /
Calibration Table Public Review Draft of Code
Module 3: Codification (Months 7-16) Final Code
a. Code Language. The previous modules Meetings:
efficiently flow into the Codification
• Forum to Review Draft Code Language
Module, With the base regulations
fleshed out, the team can focus on the Presentation of Draft Code
language of the Code. We recommend
• Presentation of Final Code (after all
that as we undertake the drafting
revisions from draft are made)
process, that we deliver the new Code
language in sections. We can work with Adoption Meetings with Town Officials
you to prioritize section delivery. Some
sections are intuitive to review together, Staff training/code review, or post-
like districts (which includes permitted adoption services could be added as an
uses) and special use standards, additional scope item
b. First Draft & Public Review Draft. When
all sections have been drafted and
26
f
� r n
Public Outreach & Engagement Strategy d. Develop/Update Web Site, The project should
have a presence on the Web, We will work with the
We will collaborate with the Town to design and Town to create a dedicated webpage - it will serve
implement community outreach and engagement as a repository for project information, updates,
for the code update. We will learn about the ways in deliverables, important dates, etc. We can provide
which Southold's Town administration, institutions, Town staff to provide language and images for the
and civic-focused organizations communicate with
selected social media accounts upon request,
their respective constituencies, and integrate those
existing platforms where possible.These could include e. Planning Pop-Ups, Traditional public meetings
websites, e-newsletters, blogs, social media, radio, are not well-suited for modern busy lifestyles,
newspaper, and other methods,The following is the Our planning pop-ups bring the plan directly to
general framework for how we will approach public and the community by participating in local events,
stakeholder engagement in the Town. festivals, and gatherings. By "popping up"
at places where residents and stakeholders
a. Create Identity. One of the first decisions to make are already attending, we can educate and
is how to name this project or process.The name
engage with a diverse audience.These ongoing
should be interesting and engaging. All outreach
opportunities for public involvement feature
materials should include the logo. informational tools, mapping exercises, and
b. Key Community Groups. It is important that thematic activities,
this project engage a variety of demographics, f. Appropriate Mix of Engagement Sessions, We will
geographies, and citizenry, especially groups work with the Town to ensure that our format for
that are frequently under-represented at public meetings works for the community. There will also
meetings, Working with staff to develop a list of be an array of virtual engagement options. We will
community groups to engage will position us to custom-tailor engagement to this community.
better ensure that we've reached out to a diverse
set of community members. All of the elements of the community outreach and
engagement process will be organized into a matrix that
c. Create an FAQ/De-Jargon Guide, Key to this describes each element, assigns responsibilities among
process is that residents and other stakeholders the consultant/Town team and the Steering Committee,
have the same baseline information and and sets a timeline for their deployment. As stated
understanding of this initiative, its goals, in our project approach, our three-module approach
potential outcomes, and make sure to build an ensures that engagement occurs at key points in the
understanding of why zoning is important. Our project so that engagement and feedback is integrated
team uses innovative visual and de-jargoning
in a meaningful way,
techniques to make sure that residents can easily
absorb planning concepts,
7
PROJECT BUDGET & SCHEDULE
The project approach provided on pages 25 and 26 assigns a duration to tasks within the
three project modules, which is also summarized below. Meetings and deliverable due dates
can vary within these modules, but the schedule below provides the framework for the project
schedule.
dick-Off MeetinQ Oncludes en a cniertt stary alc Months l $8000
In-Depth Document Review Months 1-2 $4,500
In ut from Staff/Stakeholders Months 2-3 6000
Diagnostic Report (Draft & Final Version) Months 2-3 $18,000
uo / Y r
r
Draft Calibration Table and Draft Ma Months 3-4 $27,000
Public Review of Calibration / Base Re ulations Months 4-5 $16,000
Final Calibration -fable Months 6 $81000
Consultant develo2oaRmeliminary sections of the draft code
Consultant develops public review draft of code (graphics and
visual aids included
Consultant facilitates public engagement and integrates public Months 7-13 $68,000
feedback on the draft document and draft ma
Consultant makes revisions and produces adoption draft of
code and ma
Public review process and public hearings with Village Months 13-16
Trustees and Village Planning Board and Staff Training $28,000
Sessions,
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*The final terms agreed upon between the parties will be memorialized in a written agreement executed prior
to the commencement of the project.All consultant expenses, including, but not limited to,travel expenses
and document preparation and printing, are included in the agreed upon guaranteed maximum price,
St�f'f fra-fining, cluided code orientation for staff/officials, or post-adoption services could be
added as an additional scope item
28
WORK SAMPLES
Please find the full .Ra.s.hu g,, OH ZoningCodehere:
I- jquL')1q-r ggy-/-t - old—so irr dffgjgr.-.
c o,d e?h t rn I-,[rue 9/0Z
Please find the Southen Bions here (ZoneCo
11 d, IN Zonin Ike
Subconsultant):
hit, /Mocs.southbendin.ggy - DI-ink Browse,
JAqL-__/__.-..-___ ...
aspx?dbid--0,,_0&s1.-a r-Lid,-291 &row=Mcr-=1.
Please find the Qormont,.J 0 ment Code here:
Mtpx'. bqL 03-Code
Cook-5 ...6- 2.1.pdf
Please find the Bowling Green, OH Gateway District here:
o h i o.ori/w poor itentjLi_fDLQ2,QL
0 /Qrgwf -3 . g y-
j ��-Cg'at
Zonin .-District-2-3-2020. 1 df?x33100
Please find the full Sidnev,10H Zonigg Cq-de here:
hitiz)sWcodelibrar an-fle - al.com/c desZsid.i-'ieyol-i/latest/sidii!pV c11 0-0-
0-47125
Please find the Litchfield, CT Zoning Regulations here (Completed by
Sean Suder):
s/vvh1if796/f/upjqgj
scrivners errors se
Please find the full Marysville, OH Zoning Code here:
e
lene
n etW
ry s yj I I e-
-
7=gj(.i JL
jg- ( Revised-as-of--'11'1 920
Please find the Winchester Winsted,_CT Zn Re trl.ations, here
(Completed by Sean Suder):
1:1tt,r) �//wwwjownofwinches "er. -?fg -i ri tj 3 1/f/
Is i e s S ffijjq,�,
,qjL1afioits aj:j rqved 12 Q�-) :�Qj% f
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29