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Nelson, Pope & Voorhis
RECEIVED �o�dSUFFO�,��oG , 0 CT 13 2022 z Southold Town Clerk Office of the Town Attorney Town of Southold Town Hall Annex, 54375 Route 25 P.O. Box 1179 Southold, New York 11971-0959 Telephone : 631-765-1939 Facsimile: 631-765-6639 MEMORANDUM To: Denis Noncarrow, Town Clerk From: Missy Mirabelli Secretary to the Town Attorney Date: October 12, 2022 Subject: Agreement between Town of Southold Nelson Pope Voorhis- Consultant Peconic Bay Region Community Housing Fund With respect to the above-referenced matter, I am enclosing the original Agreement together with the Resolution. If you have any questions regarding the enclosed, please do not hesitate to call me. Thank you. /mm Enclosures cc: Accounting THIS AGREEMENT made and entered into this of S&ptQ4uLax 2022, by and between Town of Southold (hereinafter referred to as "Town"), a municipal corporation organized and existing under and by virtue of the laws of the State of New York (mailing address: c/o Dennis Noncarrow, Town Clerk, P.O. Box 1179, Southold, New York 11971-0959), party of the first part,and Nelson, Pope & Voorhis, LLC. (hereinafter referred to as"Consultant") with an address at 70 Maxess Road, Melville, NY 11747, party of the second part. WITNESSETH: That the Town and Consultant, for the consideration named, hereby agree as follows: 1. PURPOSE. The Consultant shall prepare a Town of Southold Housing Plan. The scope of said plan to meet the requirements of the Peconic Bay Region Community Housing Act to allow the Town of Southold to establish and guide expenditures of a Peconic Bay Region Community Housing Fund. 2. SPECIFIC SERVICES. The Consultant shall perform all the tasks set forth in the Proposal submitted to the Town dated May 5,2022,a copy of which is attached hereto as Appendix A and made a part hereof. 3. TIME AND ATTFNDANCE; COOPERATION BY THE TOWN. The services to be rendered under this Contract shall be completed within five (5) months of execution of the contract. The Town agrees to cooperate with Consultant, as needed, and to provide Consultant with copies of any records, documents and other information needed for performance of this agreement on a timely basis. The Town further agrees to provide Consultant with access to appropriate officials and/or employees of the Town, as may be needed in the performance of the agreement Moreover, both parties understand and agree that mutual accountability and responsiveness is critical to the successful completion of the project, and therefore both shall always use their best faith efforts to be accountable and promptly responsive to each other. 4. COMPENSATION. Payment for the services to be performed hereunder by Consultant are to be$55,000 to be paid upon the completion of each enumerated Task in the proposal. Task 1 Review of existing Town Planning Documents $5,300. Task 2 Preparing the Draft of Housing Plan $30,400. Conducting Public Work Sessions and Hearings $13,600. Preparing a Final Housing Plan$4,800. The Town shall make payments to Consultant as follows: (a) For the services to be performed by Consultant the Town shall pay Consultant upon completion of each task as set forth in the Proposal. Consultant shall submit an itemized voucher for the Task completed with the Town Comptroller and the Town will pay. Such voucher shall be due and payable within 45 days after receipt of such voucher, but such sum shall not be due and payable by the Town until the Town Board of the Town has received such a voucher and has audited and approved for payment the signed voucher to be submitted,by Consultant in connection therewith. (b) The Town Board shall process any vouchers received from Consultant as expeditiously as possible. (c) In the event that the Town disputes or objects to any portion of any voucher submitted by Consultant pursuant to this paragraph,the Town shall, within 30 days of the receipt of such voucher,notify Consultant in writing of such dispute or objection. (d) Consultant acknowledges that Consultant is familiar with the requirements of section 118 of the Town Law which, in effect, prohibit payment of any of Consultant's claims against the Town unless an itemized voucher therefore shall have been presented to the Town Board or Town Comptroller and shall have been audited and allowed by the Town Board or Town Comptroller. 5. TERM OF AGREEMENT; TERMINATION. This agreement shall commence on the Agreement being fully executed and shall terminate upon completion of and payment for, all the tasks outlined in the Proposal, provided, however, that this agreement shall terminate immediately in the event that (a) Consultant dies; (b) Consultant incurs a disability which makes Consultant unable to perform the services which Consultant is required to perform hereunder; (c) Consultant files a Petition in Bankruptcy Court or a Petition is filed against Consultant in Bankruptcy Court, or Consultant is adjudged bankrupt or makes an assignment for the benefit of creditors; or (d) a Receiver or Liquidator is appointed for Consultant and/or Consultant's property and is not dismissed within 20 days after such appointment or the proceedings in connection therewith are not stayed on appeal within the said 20 days. In the event that Consultant refuses or fails to provide the services required hereunder with due diligence, or fails to make prompt payment to persons supplying labor for Consultant's services hereunder, or refuses or fails to comply with applicable statutes, laws or ordinances, or is guilty of a substantial violation of any provision of this agreement, the Town shall send Consultant written notice that Consultant has 20 days to cure said default; and if, at the end of said 20-day period, Consultant has not cured said default,the Town may then terminate this agreement on 7 days'prior written notice to Consultant. Except as prohibited by law, the Town and Consultant hereby waive trial by jury in any litigation arising out of, or connected with, or relating to this Agreement. 6. SKILLS OF CONSULTANT: CONFLICTS OF INTEREST. Consultant represents that Consultant has the requisite skills and experience to perform the services hereunder. 7. INDEPENDENT CONSULTANT STATUS OF CONSULTANT. Consultant and the Town agree that in the performance of Consultant's services hereunder, Consultant is an independent consultant and shall not be deemed to be an employee or agent of the Town for any purpose whatsoever. The Consultant shall assume all blame, loss and responsibility of any nature by reason of neglect or violation of any federal, state, county or local laws, regulations or ordinances. 8. CONSULTANT'S INSURANCE The Consultant shall not commence work under this Contract until it has obtained all insurance required under this paragraph and such insurance has been approved by the Town. (a) Compensation Insurance: The Consultant shall take out and maintain during the life of this Contract Workers' Compensation Insurance for its employees to be assigned to the work hereunder. (b) Liability Insurance: The Consultant shall take out and maintain during the life of this Contract such general liability, property damage, and commercial auto liability insurance as shall protect it from claims for damages for personal injury, including accidental death, as well as from claims for property damage which may arise from operations under this Contract. The amounts of such insurance shall be as follows: 1. General liability insurance in an amount not less than $1,000,000 for injuries, including wrongful death to any one person and subject to the same limit for each person, in an amount not less than $2,000,000 on account of any one occurrence. 2. Property damage insurance in an amount not less than $300,000 for damage on account of all occurrences. The Consultant shall furnish the above insurances to the Town and shall also name the Town as an additional named insured in said policies. (c) Any accident shall be reported to the office of the Town Clerk as soon as possible and not later than twenty-four (24) hours from the time of such accident. A detailed written report must be submitted to the Town as soon thereafter as possible, but not later than three (3) days after the date of such accident. 9. INDEMNIFICATION Consultant shall release, indemnify, defend and hold harmless the TOWN,its officers, employees, and representatives from and against any and all demands, liabilities, losses, damages, expenses (including attorney's fees)and judgments for any personal injuries,death,or property damage in any way relating to or arising from this Contract and the services to be performed under this contract. 10. PROHIBITION AGAINST ASSIGNMENT. t [l. Consultant is hereby prohibited from assigning, transferring, conveying, subletting or otherwise ; disposing of this agreement or his right, title. or interest in this agreement without prior written consent of the Town. The acknowledges that Consultant in the Proposal stated that it intends to use the services of the firm Nelson, Pope & Voorhis, LLC for the completion of certain tasks and consents to same. 11. COMPLIANCE WITH STATUTES. Consultant agrees that Consultant will comply with all statutes, ordinances, local laws, codes, rules and regulations which are or may be applicable to Consultant's services, activities and duties set forth in this agreement. 12. NOTICES. Any and all notices and payments required hereunder shall be addressed as follows, or to such other address as may hereafter be designated in writing by either party hereto: To Town: Dennis Noncarrow Town Clerk Town of Southold PO Box 1179 Southold, NY 11971-0959 To Consultant: Nelson, Pope & Voorhis, LLC 70 Maxess Road ` Melville,NY 11747 13. WAIVER. No waiver of any breach of any condition of the Agreement shall be binding unless.in writing and signed by the party waiving said breach. No such waiver shall in,any way affect any other term or condition of this Agreement or constitute a cause or excuse for a repetition of such or any other breach unless the waiver shall include the same. 14. APPLICABLE LAW. This Agreement and the rights and obligations of parties hereunder shall be construed in accordance with and be governed by the laws of the State of New York without regard to conflicts of laws and principles. Consultant hereby submits to the jurisdiction of the Courts of the State 'of New York for all.disputes relating to this Agreement and agrees that venue for all disputes shall be in Suffolk County. 15. COMPLETE AGREEMENT; MODIFICATION. This Agreement constitutes the complete understanding of the parties. No modification of any provisions thereof shall be valid unless in writing and signed by both parties. I IN WITNESS WHEREOF, the Town of Southold has caused its corporate seal to be affixed hereto and these presents to be signed by Scott A. Russell, its Supervisor, duly authorized to do so, and to be attested to by Dennis Noncarrow, Town Clerk, and the Consultant has caused its corporate seal to be affixed hereto and these presents to be signed by its President, the day and year first above written. Town of Southold By: Scott A. Russell, Supervisor Nelson,Pope &Voorhis,LL . By: 14a " Title ell- STATE OF NEW YORK) )ss.: COUNTY OF SUFFOLK) On the I I of Srptcmber-in the year 2022 before me,the undersigned, personally appeared Scott A. Russell, personally known to me or proved to me on the basis of satisfactory evidence to be the individual whose name is subscribed to the within instrument and acknowledged to me that he executed the same in his capacity and that by his signature on the instrument, the individual or the person upon whose behalf of which the individual acted, executed the instrument. STATE OF NEW YORK) LAUREN M. STANDISH Notary Public-State of New York ss.: No. 01ST6164008 COUNTY OF SUFFOLK) Qualified in Suffolk County Commission Expires April 9, 2023 On the of Sept=ber in the year 2022 before me, the undersigned, personally appeared Nelson,Pope and Voorhis LLC personally known to me or proved to me on theMasi of satisfactory evidence to be the individual whose name is subscribed to the within instrument and acknowledged to me that he executed the same in his capacity and that by his signature on the instrument,the individual or the person upon whose behalf of which the individual acted, executed the instrument. Notary Pu is Ashley L C Marciszyn Notary Public, State of New York No. 01 MA6310007 Qualified in Suffolk County Term Expires August 18, 26& oo�gUFFO(*COG RESOLUTION 2022-778 �n ADOPTED DOC ID: 18405 THIS IS TO CERTIFY THAT THE FOLLOWING RESOLUTION NO. 2022-778 WAS ADOPTED AT THE REGULAR MEETING OF THE SOUTHOLD TOWN BOARD ON SEPTEMBER 20,2022: RESOLVED that the Town Board of the Town of Southold hereby amends resolution#2022- 408, adopted at the May 10, 2022 regular Town Board meeting as follows RESOLVED that the Town Board of the Town of Southold hereby accepts the RFP submitted by Nelson , Pope and Voorhis in the amount of$55,000.00, received May 5, 2022 for cost of the development of the Southold Town Housing Plan, all in accordance with the Town Attorney. Funding is available in account CM1.8689.4.200.100 (Affordable Housing, Professional Services). Denis Noncarrow Southold Town Clerk RESULT: ADOPTED [UNANIMOUS] MOVER: Greg Doroski, Councilman SECONDER:Louisa P. Evans, Justice AYES: Nappa, Doroski, Mealy, Doherty, Evans, Russell _ Town o� Squto.hpl . ' d � 4 . �. "`�:;: ,.•,';a�;, .his s,�,$ n ;'...-'R.i.,��°'�r z < 4: Ttt Request fo:r� Proposal:. 100 11 7 -4 vpt , ', '•�.ai0�{!' FCS•-a`� =� ,3v f • O AL,.< VA Pre :arati'o-n ofa, House Plan. �?. May IV 41, ` . r I i?', 4p'�':;"Yj-.�.c t s-'�'.^ 4�'r• ,S'rr^m � :`,.. &''.r' -.'' ti :$'^, t. �.' sir .� ��3rJ. .LL*� �` i'�a .„'.$tiV}i.' �P"�� t'Y� -, �+' ��h .��:'; �-{gr J ) '.Y',.., '.)� 41,.. _ •w- ..a,. Y�„":y*� , o';a�^ •... '� -'�P'kJ" '�'-,.qr� '�•� 'R , -” ...«, rt y "�tqr�,&.<. f.s.•��:` - s� `+�,��-��,c.�:' _ ��'.ii- �: .fir t�,��:�1 <�}�:; ;`s`•�` '£���� � ��, x7°: k wti�Y.i` �� .F' � 'H°• s � ,;� � envtronmenta!•land''use•-planning, l 70 Maxess Road;: Melvi((e,.NY.11747 ,- - Pho voorhisc`o`rn 274665 �'ri�el�sonpo�e -: 1$, .. NELSON POPE VOOR -II environmental •land use •planning May 5, 2022 Heather Lanza,Southold Town Planning Director Town of Southold,Town Clerk's Office 53095 Main Road Southold, NY 11971 Re: Request for Proposal j Preparation of a Housing Plan Dear Ms. Lanza: NPV is pleased to submit this proposal for the preparation of the Town of Southold Housing Plan. The targeted scope included herein is specifically for the preparation of a plan meeting the requirements of the Peconic Bay Region Community Housing Act to allow the Town to establish and guide expenditures of a Peconic Bay Region Community Housing fund. In the proposed scope of services, Nelson,.Pope & Voorhis, LLC ("Nelson Pope Voorhis" or NPV) has included two in person public meetings and two online zoom working meetings with the public over the course of the project. A schedule has been prepared to allow completion of the plan in four to five months-and if initiated in mid-June,would be completed prior to the Town public referendum if held concurrently with the November elections. Our technical approach relies on prior work done for housing plans, our experience working for the Town and other Peconic Bay Region municipalities, and our understanding of the Town's current planning documents which include goals and objectives established by the Town to address housing issues and challenges the community faces. NPV is a full-service environmental and planning firm located in Melville, NY. Our team of professionals have direct experience in the preparation of housing assessments, policies, and programs,supported by specific firm qualifications we believe are needed to support the Town, namely: • NPV thoroughly understands the Town of Southold's unique challenges having worked on several projects for the Town over its history, most notably the Town's TDR Program,Water Map,SEQRA for numerous projects and the adoption of the Town LWRP, and an initial economic section for the Comprehensive Plan Update. • We have the strong, in-house skill.sets necessary to conduct in-depth analyses on land uses, natural resources, utilities, and other data to support any regulations and policies that are recommended. • Our firm is committed to fully understanding community needs and goals through optimal communication with Town representatives,as our team knows from experience the best solutions are multidimensional and collaboratively crafted for the areas they serve. Long Island:70 Maxess Road,Melville, NY 11747 • 631.427.5665 nelsonpopevoorhis.com Hudson Valley: 156 Route 59,Suite C6,Suffern, NY 10901 845.368.1472 Request for Proposal: Town of Southold,Preparation of a Housing Plan NPV is excited about the prospect of working with the Town of Southold on this important project. Based upon our size, location, diverse staff, and the capability to provide the services required,we believe we are uniquely qualified to fulfill the requirements for a successful housing plan. Thank you for this opportunity to present our proposal for consideration. If you have any questions or would like additional information, please do not hesitate to contact me at 631.427.5665 or via email at keiseman@nelsonpopevoorhis.com. Very Truly Yours, Nelson, Pope &Voorhis, LLC KathryKEiseman, AICP Partner Page 2 of 2 Tavv'olSouthold Pwa(ation,of a HaUsing Plat Fable ®f Contents I: FIRM DESCRIPTION & HISTORY.........................................................................................1 TeamIntroduction.............................................................................................................................................1 WhySelect the NPV Team..............................................................................................................................3 II: QUALIFICATIONS OF KEY PERSONNEL ............................................................................ 5 OrganizationalChart........................................................................................................................................5 KeyPersonnel.....................................................................................................................................................6 III: PROJECT EXPERIENCE...................................................................................................... 9 IV: UNDERSTANDING &TECHNICAL APPROACH..................................................................17 ProjectUnderstanding....................................................................................................................................17 TechnicalApproach.......................................................................................................:................................18 ProjectTimetable............................................................................................................................................26 V: COST FACTORS...............................................................................................................27 Cost....................................................................................................................................................................27 CostFactors.....................................................................................................................................................27 Budgeting &Billing Practices.......................................................................................................................28 VI: REFERENCES AND WORK SAMPLES ............................................................................... 29 Appendices Appendix A..........................................................................................................Resumes of Key Personnel . v Town of&out h,ola Preparation of a Hot5frlcj`1 1: Firm Description & History I"MR-1111n . . Nelson, Pope &Voorhis, LLC("Nelson Pope Voorhis" or"NPV") is an environmental, land use, and planning services firm that has served New York clients for over 30 years. NPV offices are located in Melville, NY, and the Hudson River. Valley in Suffern and Kingston. NPV retains a talented, multidisciplinary staff of professionals including AICP-certified planners, ecologists, landscape ecologists, hydrologists, certified environmental professionals, grants writers, GIS specialists and support staff who routinely work on planning and community development projects. In association with our affiliated firms Nelson + Pope Engineering, Architecture and Land Surveying, and East Coast Geoservices, NPV provides professional services in the fields of environmental testing and analysis; architecture; traffic engineering; water and wastewater engineering; mapping and surveying; mechanical, electrical, plumbing engineering (MEP); and construction administration. NPV has three core service areas: © Environmental and Community Planning Division: NPV creates plans and regulations for municipalities that seek to preserve or foster change to land use patterns. NPV's detail-oriented, fact-based studies and plans involve various forms of stakeholder and public involvement. NPV is dedicated to ensuring that planning studies, land use plans, and development projects are realistic, implementable, and positive improvements to a community, and conform with sound environmental principles and practices. We are fully conversant with New York State municipal land use laws and New York State Environmental Quality Review Act (SEQRA) regulations. Environmental Resource and Wetland Division: NPV studies potential effects that actions can have on the natural environment. We are experienced with federal, state, county and local level environmental regulations, which are designed to safeguard the environment. Our services include the preparation of initial environmental documentation, mapping of sensitive environmental features, and review of in-depth environmental studies required by regulatory agencies. ® Phase 1/II ESA and Remediation Division: NPV is well versed in the development and completion of Phase I and Phase II Environmental Site Assessments(ESA).We conduct soil and groundwater sampling services, lead-based paint and asbestos surveys, and environmental sampling to determine the implications of past contamination on future land uses. Based on the results of Phase II ESA investigations, numerous site remediation projects have been completed under our supervision and incoordination with county, state, and federal environmental, and health agencies. PV Sect ion Pa`ie 1 Toill(n o(Southo/Ci, Piei;3(arion Oi a Housing PIOn NPV has the capabilities to provide the following services: i1e W. e e � • • a F. ' {.. ' r l PLANNING ENVIRONMENTAL AUDITS ENVIRONMENTAL ANALYSIS Municipal Review Services Phase 1 ESA&Due Diligence NYS SEQRA/NYC CEQR Administration Planning&Zoning Analysis Investigations NEPA Analysis/Documentation Build Out Analysis Phase 11 ESA EIS/EAF Preparation GIs Analysis Groundwater Investigations GEIS&Regional Impact Analysis Code Preparation&Review Soil Sampling,Boring and Cultural Resource Assessments Downtown Revitalization Classifications Noise Monitoring&Assessment Regional Planning&Land Use Plans Soil Gas Surveys Air Impact Analysis Recreation Planning Monitoring Wells&Piezometers Visual Assessment LWRP&Harbor Management Plans Tank Sampling Grant Writing&Administration Pesticide Sampling&Plans STORMWATER MANAGEMENT Public Outreach&Community Surveys Soil Management Plans Stormwater Permitting Community Visioning Remediation Stormwater Pollution Prevention Plans District Mapping Brownfield/Voluntary Cleanup Plans Erosion&Sediment Control Plans Spatial Analysis of Qail Database RCRA Closures NYSDEC'Qualified Inspectors"for Needs Assessment Superfund Sites Construction Field Monitoring Demographic Analysis Asbestos Surveys Stormwater Management Programs Development of Feasibility Studies Influent/Effluent Sampling NYSDEC Annual Reports LEED Planning Lead Based Paint Surveys Construction Stormwater Field Monitoring Public Outreach Meetings Subsurface Investigations Outfall&InfraStrUCLUre Inventory Ground Penetrating Radar(GPR) GIS Mapping&Analysis ECONOMIC Dewatering Services Stormwater BMP's Fiscal Impact Analysis Pipe Camera Stormwater Management Planning Economic Impact Analysis Magnetometer Low Impact Design IMPLAN and RIMS II Economic Impact Groundwater Monitoring Studies Modeling Flow Studies ECOLOGY&WETLANDS School District/Community Service Impact Water Supply Studies Wetland Delineation and Permits Analysis Nitrogen Load/TMDL Evaluation Permit Plans Market Studies Restoration/Mitigation Plans Niche Market Analysis Ecological Studies and Surveys Demographic Studies Endangered Species Surveys Economic Development Planning Pond Management Plans Business Retention&Expansion Strategies Invasive Species Control Downtown Revitalization Water Quality Evaluation IDA Financing Assistance Habitat Management Watershed Management Plans Environmental Education/Outreach COASTAL&WATERFRONT MANAGEMENT Waterfront Management Plans Waterfront Certifications Coastal Erosion Hazard Area FEMA Compliance Shoreline Restoration Planning Ecological Landscape Design N PV section.1 1 Page 'I o'.:'Il C+JOuil)old,'ieparatioil of a Housing Plan All of our partners and many of the senior staff members of NPV have certifications and registrations from recognized planning and environmental organizations. Many members of NPV's staff also have advanced planning, engineering,technical and environmental degrees. The principals and senior staff regularly appear before the various governmental Boards and meet with governmental staffs to present and discuss planning and development throughout Long Island, the New York Metro and Hudson Valley area. s eam Local Planning is an NPV specialty. We have extensive expertise in the preparation of comprehensive plans, housing studies and assessments,comprehensive or strategic zoning amendments,community development, market studies, corridor redevelopment studies, natural resource inventories and park/public space plans, and brownfield studies. NPV's team brings practical and demonstrated success in developing comprehensive plans and zoning code amendments, with many of our staff members maintaining experience in developing housing studies, plans, and conducting housing related analyses as well as preparing Consolidated Plans and Analysis of Impediments. NPV recognizes that every community has their own unique issues and challenges and works with the community to best meet their needs. We have a history working with Long Island municipalities to develop policies, regulations, and programs that create a sustainable community, both economically and environmentally. With over 25 years of planning experience, NPV Partner Kathryn J. Eiseman, AICP will lead this effort and bring to this assignment particular insight and knowledge on Long Island land use, housing, environmental resources; economic development, and zoning. Valerie Monastra, housing specialist for this project and NPV Principal Planner,will provide an advisory role in completing the project. Her knowledge compliments our local expertise due to her broad experience in development of housing policies,programs,and regulations.With Valerie's experience and our existing base of knowledge of the Town, NPV is uniquely qualified to prepare a housing plan for the Town of Southold. Additionally, NPV understands how to tailor the data gathering and analysis phases of the project based on the specific needs of the Town. Our team is very familiar with New York State Town Law, including the recently enacted Peconic Bay Region Community Housing Act, and the procedures governing land use decision making in New York State. We stay informed of recent case law to ensure that new regulations and land use decisions take into consideration recent court challenges and decisions. We regularly work with municipal land use attorneys to ensure that laws are defensible,and regularly advise local governments and citizen committees. NPV has previously conducted analyses of housing needs and market studies to understand the demand for various housing types (and price points), as well as prepared numerous Comprehensive Plans with demographic and housing sections. NPV is familiar with the unique attributes of the Town of Southold and its specific goals related to expanding housing choices throughout the Town having F h Tawe of Sourtloki P'eparation o;a Housing Pla;i prepared Southold's TDR Program in 2013 and a preliminary demographics section of the Town Comprehensive Plan, an analysis of the Water Map, and SEQR analysis for the Town LWRP and for numerous projects. Additionally, because we are the appointed planner to many municipalities including the Villages of Sag Harbor and Southampton and regularly conduct land use application reviews, we understand the very real implications of any regulations on property owners and developments. Our staff have worked throughout the Town and understand the geography and challenges that face each hamlet. This includes overall development constraints and obstacles to establishing affordable housing at various economic levels in a way that makes a real difference for its current and future residents. Our experience throughout the East End and Peconic Bay Region of Long Island will support NPV in developing a housing plan unique to the Town's needs and preferences. NPV's municipal experience,as well as the professional and technical capabilities of the firm will enable us to complete this project in a timely manner. .r N PV Section 1 P='ae A } owrT of Southlold rrtparaticr;of Hot ising Pian Ih Qualificationsof Edey Personnel Or' an;izational Chart The team assembled by Nelson Pope Voorhis has extensive project experience and specific expertise with the tasks that will be required to meet the requirements of the RFP. Key individuals are identified in the project team organizational chart shown below. �g 4 q J < {�C7 • • • • • Kathryn JEiseman AICP` • Valerie Monastra,AICP Carrie L.O'Farrell,AICP Taylor Garner,AICP N PV Section.'.' 1 c,ge 5 Tothvr,of Southold Pr_epara(7C.`n of 1-iousirg Plar., IBM The NPV team combines planners, housing specialists, community engagement specialists and GIS experts. We believe that this mix of professionals will provide the optimal team for defining a work plan and conducting the work required for the preparation of the housing plan in the Town of Southold. It is noted that we have included key personnel from both our Long Island and Hudson Valley Office,who collectively have over 75 years of experience; most of which is working on a consultant basis for various municipalities throughout New York. NPV partners and staff work collaboratively, and this team-based experience is valuable in achieving the best out for the development of the housing plan. Key staff bios for the team are highlighted below and resumes are provided in Appendix A. Kathryn J. Eiseman, AICP The project will be guided by Partner, Kathryn J. Eiseman, AICP who is a Partner and the Division Manager of our Environmental & Community Planning Division. She has over 20 years of planning experience in environmental planning and manages both private and public planning projects. Current projects include the Commercial Districts Revitalization Plan for the Village of East Hampton which will identify opportunities for increasing workforce obtainable housing in the Village, a TOD Study for the Town of Riverhead, the Suffolk County Blueway Trail Plan, the LWRP Update for the Village of Sag Harbor, and management of a number of special studies and on-call planning review services for the Villages of Sag Harbor and Southampton and;the Town of Oyster Bay. For on-call planning review services, Ms. Eiseman directs her staff to perform site plan and subdivision reviews and advises municipal clients and attends public hearings on a regular basis. She is skillful in managing complex projects and working with team members both in house and as sub-consultants. Her staff is proficient in the use of GIS and design software (Adobe Illustrator/InDesign/Photoshop, and SketchUp) for preparation of high-quality graphic products. Ms. Eiseman is experienced in the art of public participation and education and tailors her approach to the unique needs of each project/community. She is an enthusiastic and creative planner who endeavors to bring a fresh approach to each project as well as to her position as Treasurer for the Long Island Section of the American Planning Association. Ms. Eiseman will be responsible for the Overall project Management and Quality Assurance of the team. Valerie Monastra; AICP Ms. Monastra has over 18 years of experience in planning, land use development, zoning, environmental review, affordable housing, and community development projects. She specializes in working on the local level with municipalities'in the creation of land use plans, zoning amendments, legislation and policies. She has extensive experience working with local boards and committees including Comprehensive Plan committees, Planning, Zoning Board of Appeals, Historic Preservation and Architectural Review boards, and Environmental Advisory committees. Ms. Monastra formerly served as Director of Planning for the Village of Ossining. While in that position, she oversaw the adoption of its Comprehensive Plan and LWRP amendment,and a repeal and replacement of its entire zoning code. She also worked on the adoption of its historic preservation law and overlay districts as well as the establishment and development of its affordable housing law and program. Ms. Monastra has expertise in navigating projects through the land use approval process, SEQRA, and working on NPV ;x;Ci?.;t`;111 o 6 e . Tawi)of So tho] -0iepa(atk)n of a H(,t;sJ!-I j Pkin affordable housing programs, community development and revitalization plans. Ms. Monastra is currently the planning consultant to the Towns of Ossining and Tuxedo,and the Villages of Dobbs Ferry and Airmont. She is managing comprehensive plans, local waterfront revitalization plans(LWRP), and zoning amendments for the Villages of Florida, Sag Harbor, Haverstraw, and Town of Ossining. She is also involved in the development of SEQR documentation for private sector projects as well. For this project, Ms. Monastra will serve as the advisory specialist for housing. Carrie L. O'Farrell, AICP Carrie O'Farrell, AICP is a Senior Partner and Division Manager of our Environmental Resource and Wetlands Assessment Division. She is a trained environmental scientist with over 20 years of applied planning experience and is expert in NEPA/SEQRA and land use regulations, drainage and stormwater issues,wetland and stormwater permitting and is diverse in ability to conduct environmental planning analysis. Ms. O'Farrell has overseen the preparation of numerous environmental impact statements, assessments, SEQRA/NEPA administration actions, harbor management plans, planning and zoning law review and preparation, stormwater permitting and erosion control compliance documents and wetlands and coastal permits. Ms. O'Farrell is also responsible for environmental permitting, including necessary environmental assessments pursuant to SEQRA and NEPA requirements. While Carrie may not take on a large role in this project, her knowledge of the Town and involvement in Generic Environmental Impact Statements for rezoning projects in the East End and Peconic Bay Area will be beneficial as recommendations are formed, particularly if amended zoning is involved. Taylor Garner, AICP Taylor Garner,AICP is an environmental planner with 6 years of experience. Ms.Garner has undergone the formal training course in the IMPLAN Economic Modeling System software. She oversees the preparation of fiscal (projecting taxes and the impact to local jurisdictions) and economic (projecting job creation and associated revenues circulating throughout the economy) impact analyses for residential, commercial, office, industrial, recreational, hospitality, tourism and mixed-use developments. She has experience in analyzing demographic data and preparing grant applications. She has been involved with comprehensive plans, local waterfront revitalization plans, brownfield development, zoning plans, and public participation and community visioning processes. Ms. Garner is also experienced in the preparation and review of geographic information system mapping, environmental assessment documents, including SEQRA and CEQR documents, and site plan review for the Villages of Southampton and Sag Harbor and the Town of Oyster Bay. Additionally, Taylor has assisted in the preparation of build-out analyses for the Villages of Maybrook and Woodsburgh and the Town of Southampton. Ms. Garner's most recent work includes acting as Assistant Project Manager for the development of a Suffolk County Blueway Trail Plan, and preparation of two blight studies in the Town of Brookhaven. Ms.Garner will serve-as the project GIS specialist,contribute to housing research in the development of the plan and assist in preparation of the draft and final Community Housing Plan document. INrV Town or`So tc o;cf, +ep:lt8tic;n Of a HQi.15ir pi?il Certifications Below is a listing of personnel certifications related to environmental planning.. - of -• Planners Name State Type of Certification No. Charles Voorhis N/A AICP 080163 Kathryn Eiseman N/A AICP 016089 i Philip Malicki N/A AICP 014183 Carrie O'Farrell N/A AICP 020946 Valerie Monastra N/A AICP 020996 Max Stach N/A AICP 023755 Michael Brusseau N/A AICP 008826 Bonnie Franson N/A AICP 012702 Jonathan Lockman N/A AICP 053880 Taylor Garner N/A AICP 31862 :.. d'Certified • Professionals . . Name __ .-... _- State"__......__..._.._. :_-TYPe'ofCertification._.___.. ..-- Charles Voorhis N/A CEP 04024 Phil Malicki N/A CEP 40397 A. -• Certified • Name State Type of Certification No. Bonnie Franson N/A AICP,CEP .008826 Michael Brusseau N/A AICP,CEP 012702 ' . - . - •• - Name State Type of Certification No. Bonnie Franson NJ State Licensed Planner(PP) 33L100541200 Name State Type of Certification No. Victoria Adams NY ISA Certified Arborist NY-6622A Name State Type of Certification No. Phil Malicki LEED AP 10223219 N IP V Sectioi?11 i Pate TO vvn of Southold,Pic'}Jarailpni 7 o`rl,Hc 5 rc P.Ln III: Project Experience NPV has provided various planning services to the Peconic Bay Area and many Long Island municipalities, including for housing, planning and community development. A brief overview of example projects with contact information foryeferences are provided below and additional project experience can be provided upon request. Housing Studies, Policies, Laws, and Programs NPV has a long history of working with communities to develop housing policies, laws and programs to achieve housing diversity both in types and economic levels within a community. Work includes housing studies and assessments,development of affordable housing laws and programs, and zoning code amendments to drive additional housing development. As part of Comprehensive Plan assignment, or in the course of providing ongoing planning advice, NPV works closely with communities to develop regulations, and administrative policies, procedures, and practices relative to the needs of the community concerning housing diversity both in terms of housing types and economic levels. Work also includes assessing the markets and economics to ensure housing goals and housing production is achieved. Recent communities include Villages of Montebello, Haverstraw, and Chestnut Ridge, and Towns of Ossining, Hurley, Poughkeepsie, Mamakating and Monroe. Comprehensive Housing Market Analysis for the Hamlets of Bellport and East Patchogue, Town of Brookhaven, NY NPV and Urbanomics collaborated on preparation of a Comprehensive Housing Market Analysis for the hamlets of North Bellport and East Patchogue in the Town of Brookhaven; a study which was funded through the NYS DOS Brownfield Opportunity Area Program. The Study was prepared to assist the Town in identifying and quantifying gaps for general housing needs and specifically to focus on alternatives to the predominant single-family housing that is prevalent in the Bellport and East Patchogue communities. Our team evaluated the market dynamics of the general housing market and determined the need for and marketability for new rental and for-sale housing options in the Bellport and East Patchogue communities to assist the Town of Brookhaven in providing planning support for a Transportation-Oriented Development(TOD)near the Bellport Train Station and in making future land use and zoning decisions related to the development of new rental and owner-occupied housing throughout the community. The findings identified the quantity by type of residential unit, price points/rental rates and ideal locations for new housing that are economically viable and can be supported in the context of the surrounding community,compatible with existing and envisioned land use patterns, and appropriate for the Bellport/East Patchogue community. Transfer of Development Rights (TDR) Program, Town of Southold NPV prepared the DGEIS and FGEIS and completed the SEQRA requirements for the Town of Southold Transfer of Development Rights(TDR) program. The proposed action was to implement an important planning and program tool that was described and recommended in the numerous planning studies undertaken within the Town over the past 28+years. The proposed action was formulated in response IN r V Section H Pace:? rol:gl ofSoubiold Pieoaration of Hoil5Fng Pr'3i, to one of these recommendations and was also recommended as part of the Town Hamlet Study program. The proposed action involved an amendment to the Southold Town Code that is necessary to implement a voluntary Transfer of Development Rights ("TDR") program. This is a tool whereby owners of land in established rural areas of the Town (designated as "Sending Areas"), would be able to shift potential development of these sites to targeted parcels within the Town's hamlets(known as "Receiving Areas") where appropriate infrastructure, infill potential, reuse potential, public services and/or lack of environmental constraints are present.The proposed action involved an amendment to the Southold Town Code to implement a voluntary Transfer of Development Rights program,to permit and facilitate private transactions that would shift development from agricultural lands in the Town and allow new residential units in defined hamlet areas. �, `:'``.�.., ,' •' ,','X w S /� £'facer x - .i`. i'"__ .?;'-:. :,-.''" S,� ''!' ✓' �, ,. _','"�g:'F4. [ Vis. �, � `„'t.:'M }.,.T.,_. »,��, t �;`m,, - ei°�- �'„ •— .t+amu{tta”':�R;'`: .. . � �•_ A�} $.r � .r..v. a'^�.a,Gws' '�" z, f� :-- y;:�,=a:.,,t `x,,,,...., ,.'$•,_� � -t„eu,���:<a"'�'.2�ue....-. .. ^.:"R..,.;�.N•��`� �t-y ,`^„"„SLS.`" .• '✓".. ,�.t'" -�. ��. - -�.*°..N"dF 'a;!`"�� Village of Woodsburgh Comprehensive Plan and Zoning Amendments The Village of Woodsburgh is a low-lying coastal -.: s t _ -A community along the bay in the five towns area ofrw<rY` 141 Nassau County. The community experiences flooding even during minor storm events and experienced major damage to the shoreline and property during Superstorm Sandy. The community is comprised of single-family homes, two multifamily condominium , y buildings and two golf courses established over 100 years ago. �;r ary NPV was first retained by the Village of Woodsburgh to y -- prepare a build-out analysis to assess the potential residential density if large properties in the Village were subdivided per the bulk regulations of their Zoning Code. This included an analysis of two large golf course properties located partially in the Village and also considered how development adjacent to the Village could impact the quality of life in Woodsburgh. One primary concern was the potential impacts of the adjoining Town zoning which allowed homes on 6,000 SF lots (as compared to the Village minimum lot sizes ranging from20,000 SF to 2 acres). Based upon the findings of this analysis,the Village retained NPV to prepare the Vision Plan,the Village's very first comprehensive plan. For community input, NPV prepared on online survey which was publicized by the Village on their website and through an automated call to Village residents. In addition, NPV planned, prepared presentation materials and facilitated a'public open house workshop N Ir V Section ill 'Page 10 L •, ' Town of Southold,PrIeparation of a Housir-,Plan that consisted of multiple stations on-focus topics. A high percentage of residents submitted a response to the survey and attended the open house; and the input received through both were synthesized so that the results informed the recommendations of the Vision Plan. NPV prepared a draft Vision Plan which was reviewed by the Village Attorney and Board of Trustees and made refinements in preparation of.the final Plan. NPV prepared the required SEAR documents including an Expanded Environmental Assessment (EA) which supported the adoption of a Negative Declaration under SEQR. The Plan identifies recommendations for rezoning, clustered developments on large parcels and preservation of open space and vistas. The plan also recommends strategies for sustainable development, historic preservation, green infrastructure, and traffic calming. The Woodsburgh Vision Plan was completed within one year and was adopted in December 2019. The recommendations of the Plan supported the adoption of an inter municipal zoning overlay district in 2020, which was unprecedented in the county, and which was prepared to ensure that redevelopment of a coastal property located in three municipalities would be protective of the environment. NPV worked with the Village Attorney and a�team of attorneys and consultants for the Town of Hempstead and the neighboring village on crafting coordinated code language for adoption by each municipality with the goal of preserving the majority of the sensitive property, allowing clustered homes surrounded by open space, retention of a portion of the golf course use, and reuse or continuation of the clubhouse use to preserve the historic clubhouse building. A separate Expanded EA was prepared for adoption of the overlay district code by the three municipalities,and a joint public hearing with both Villages and the Town was held during the COVID-related shutdowns which required simulcasting between three isolated areas'of Town Hall and public input via video conference. The code was highly supported by the public and was adopted following the close of the public hearing and written comment period in the spring of 2020. Town of Shelter Island Watershed Management Plan The Town of Shelter Island and Village of Dering Harbor „ retained NPV to prepare a watershed management plan for the entirety of the island. The plan was funded by a grant from the NYSDOS and developed according to NYSDOS.guidelines for watershed management plans. This document characterizes the watershed's natural __ { resources, identifies known impairments, inventories existing land uses and open space, provides a t, K comprehensive stormwater infrastructure inventory, i determines critical stormwater runoff areas, identifies j gaps in existing local laws, programs and practices, recommends actions to prevent further degradation, as well as identifies an implementation strategy to restore the watershed. Recommendations considered non-point source pollution from runoff and �.� NPV Sector;1111Pa^e 11 i o?vn of.Soufhoid,Pieparation of a( ai isina t k—n sanitary systems, as well as methods for remediation of a phosphorus impaired pond. Development of the plan included public participation and outreach to the local community. Glen Cove BOA Step III Nelson Pope Voorhis was the consultant selected by the City of Glen Cove to provide an "actionable" plan which advances the preliminary recommendations set forth in the Step 2 BOA Study, completed in 2012 for the Orchard neighborhood, Cedar Swamp Road from Sea Cliff Avenue to the LIRR Glen Station, and Sea Cliff Avenue area. Work included recommendations for: Zoning code amendments to the existing Orchard Neighborhood Redevelopment Incentive Overlay(RIO-ON) District to encourage redevelopment within the Orchard Neighborhood;allow for future Transit Oriented Development to achieve a significant number of affordable housing units including low-income units adjacent to the Glen Street Railroad Station; and encourage economic development projects on Superfund sites in an industrial area of the study area. Capital improvements including the provision of convenient pedestrian accessfrom a residential neighborhood to the LIRR Station with the development of a TOD. Roadway modifications within the Orchard Neighborhood to remove a 1-way restriction to improve circulation as well as streetscape improvements. © Green Infrastructure projects. The Draft BOA Implementation Strategy was completed and accepted by Glen Cove as complete. A Generic Environmental Impact Statement was prepared and following a public hearing, a Final GEIS and draft Findings Statement was prepared by NPV. Southampton Village-Various Zoning Initiatives, SEQRA & Planning Consultant since 2006 NPV has served as the Village Environmental and Planning Consultant for the Village of e '� ' q; ;, Al Southampton since 2006. In this role, NPV provides day to day consulting services for each :r • , - ; of the Village boards including application review, coastal and wetland permit review, wetland delineation, and SEQRA review and administration. Day to review of applications includes plan review, review of stormwater pollution prevention plans for site development, Ir coordination with applicants and involved r oaz. i�° rt departments/agencies, preparation ofr" resolutions and permits, and presentation of project reviews and reports to the Village Boards. Our affiliated firm, Nelson + Pope serves as the Village Engineer. � V sectio;:,. Pa ge 1_9 '<'a-wn of Soutlhokl PieparaCion of a!-1custng Pk?, In addition to day to day consulting services to the boards, NPV has provided long range planning and environmental services to the Village for numerous projects including the completion of land use plans, watershed management, stormwater planning and support for grant funding. NPV has identified suitable locations for implementation of green infrastructure projects and has prepared the designs, obtained permits and implemented the projects. The following examples illustrate how NPV's services have resulted in improvements within the Village: • The Lake Agawam watershed management plan was adopted, and recommendations are continuing to be implemented and the plan has provided support for grant funding. • The build out analysis and SEQRA for an addendum to the Comprehensive Plan prepared by NPV allowed the village to adopt zoning amendments for the historic downtown Village Business District. • A parking utilization study identified underutilized parking areas and resulted in the preparation by NPV of a graphic guide to public parking brochure for visitors. • A study prepared by NPV support a change in the zoning code to restrict offices on the ground floor in the business district. Sag Harbor Environmental Planner and Long Range Planning Initiatives, SEQRA NPV has served as the Village of Sag Harbor's planner { ; g g _ and environmental consultant since 2016. In this role, NPV routinely reviews and tracks site plan and ... Y p' subdivision applications for the Village Planning Board; attends public meetings to present and answer questions and provides SEQRA review and administration. For wetlands applications, NPV { delineates wetlands, reviews applications and providestr R 'A feedback to applicants and the Village Harbor 0 1r aria Committee, and prepares permits. In addition, NPV conducts Coastal Consistency reviews and prepares recommendations for consideration by the Harbor Committee for consistency with the policies of the Village's adopted Local Waterfront Revitalization Program (LWRP). NPV has completed a number of long-range planning efforts on behalf of the Village. NPV prepared the Water Quality Improvement Project Plan (WQIPP) for the Village early in 2016 which identified multiple locations for implementation of Green Infrastructure throughout the Village. The WQIPP has been used as the basis for over a dozen-grant funded implementation projects,for which NPV assisted in the grant applications. NPV and N+P have been responsible for design and implementation of rain gardens and other Green Infrastructure improvements, as well as developing public engagement and educational materials, and water quality monitoring to demonstrate the long-term benefits of Green Infrastructure. IN r section!ti 1 Page 13 1 , 1 rc:vn ol'aouCho:u; '=resara;r::n of u Housirc;;P!,!; NPV is working on the Village LWRP Update which will incorporate an updated Harbor Management Plan. In addition, NPV has prepared updated Harbor Management Charts which were adopted by the Village Board with amendments to Chapter 278 Waterways of Village Code. NPV is currently assisting the Village with code modifications to encourage implementation of affordable housing. NPV has prepared the analysis which recommends-the code amendments which are under consideration by the BOT. Southampton Riverside Brownfield Opportunity Area (BOA) Step 2 Study and GEIS NPV prepared the Riverside Brownfield Opportunity Area Step II Nomination Study,a project funded by the NYS DOS,for the Town - of Southampton that was completed in 2015. The BOA Step II Nomination provided the basis for the State of New York to a �kY= ': -- y� designate Riverside as a Brownfield O g Opportunity Area in July of � °}��;:<. <,�� • "�� " ��_ 2016. The BOA involved an Areawide Environmental Assessment including analysis of the regulatory agency database inventory, review of historic uses through aerial photography and Sanborn - =� maps,interviews, building records searches and area inspections. Based upon the analysis, sites of environmental concern were identified and prioritized based upon level of expected contamination and considered for strategic planning and revitalization. The BOA Study incorporated a regional market trends analysis and retail market assessment to demonstrate need for a variety of housing options and commercial uses. The Riverside community has been documented as one of the most economically distressed communities on Long Island. With the goal of improving the economic and housing opportunities in the area,the Town of Southampton entered into an agreement with a Master Developer to prepare the Riverside Revitalization Action Plan to provide the vision to revitalize the Hamlet of Riverside. A rigorous community engagement component informed the recommendations contained in the Action Plan, which called for the adoption of a new Zoning Overlay District to incentivize economic development through the creation of mixed-use districts which encourage diverse housing options, a mix of retail stores, service-related businesses, restaurants. The Action Plan provided recommendations for improved transportation infrastructure with pedestrian pathways, public green spaces and improved park facilities with access to the Peconic River. In addition to the BOA Step II Nomination Study, NPV worked with the Town and the Master Developer to prepare the Generic Environmental Impact Statement (GEIS), which evaluated the impacts of the zoning amendments and a theoretical development scenario of approximately 3.2 million square feet of mixed use residential, commercial and institutional uses. The completion of the BOA Step II and GEIS allowed the Town to adopt the Overlay Zone in December 2015. Since the completion of the BOA Step II Nomination Study and adoption of the Overlay District, revitalization has been initiated. N+P designed the new roundabout, which was completed in 2018, PV Section ill i r t:gc. 14 To-vvn of Southold F,'Eparai(on of a Housing,?'�Ja? several building projects are complete or underway and NPV/N+P is assisting the Town with SEQR and a Map, Plan and Report for a new sewer district necessary for the full revitalization of Riverside. Village of Ossining - Affordable Housing Program Development, Ossining, NY 'AwF; While the Director of Planning for the Village of Ossining, Valerie g3yl: Monastra prepared the Village's first affordable housing policy, its affordable housinglaw, and the rules and regulations to the WI# 'a" affordable housing program. In addition, she oversaw the p•_ W development of the program for ten years, its selection of tenants, and yearly recertification of those tenants. She was instrumental in Zdeveloping the program to ensure its survival after she left the _.��..�,. ;:: ...�.-. Village. Analysis of Impediments - Zoning Analysis Westchester County, NY Valerie Monastra, under her previous employment, was the project manager in assisting Westchester County in completing its Analysis of ,— - '`S M Impediments to Fair Housing pursuant to the United States Department of Housing and Urban Development(HUD) requirements, ��.-J-- which included a zoning analysis on the impact of zoning on housing. The Analysis of Impediments was subject to a 2009 federal court settlement agreement that was a result of a lawsuit. The Count and '= g Y <: ;,� - other consultants attempted many times to provide HUD a zoning : � ,�, �•,+ analysis that would be accepted. It was Valerie and her team that created a zoning analysis which was deemed acceptable by HUD and ended the settlement agreement. This allowed for the Westchester County Urban County Consortium to be redeveloped and the Community Development Block Grant program to be re-established in the County. Village of Haverstraw, Ongoing Municipal Planning, SEQRA Consulting, Comprehensive Plan, LWRP, Zoning Amendments Nelson Pope Voorhis and its planners have provided on-call " - - a ` planning services to the Village of Haverstraw sincePz`' = ; "fir°°` ,> ` 2001. Haverstraw is an urban village on the Hudson River in W ` ..; Y ,;, Rockland County. This small urban Village is home to a ,F `;,.;'=° _ z �'t� . treasure trove of historic and scenic resources. Notable ;y :yyx: ' :;.`�t¢¢t H , projects reviewed on behalf of the Village of Haverstraw include the Harbors at Haverstraw, a planned community that has brought more than 500 units of mixed housing to the waterfront and is beginning its next phase of 250+units. - :. •�"" �MN Fr Section.I(! Pau 1 o?NI)ofSoutholct P,,e Jangtion of Housing Pial? NPV assisted in several infrastructure and parks projects throughout the Village including, downtown streetscape enhancements,the Henry Hudson Quadricentennial Park,and the Manny Lopez Municipal Ball Field.The firm completed updates to the Village's Comprehensive Plan, Zoning Code and LWRP. This is the first update the Village has undertaken of its Comprehensive Plan since 1993 and the first update of the LWRP since 2005.The project has included substantial public outreach including outreach designed to solicit input from the Village's majority Latino community.The Plan which is being funded by two grants from NYS Department of Environmental Conservation and Department of State includes a Climate Smart Action Plan which assesses the Village's greenhouse gas emissions and measures to increase energy efficiency and sustainability, and a Coastal Vulnerability and Sea Level Rise analysis,which assesses the land use and infrastructure which is at risk to sea level rise of the tidal Hudson River. NPV developed incentive zoning for key areas within the Village as well as solar energy, affordable housing, and historic preservation laws. Document link: httr)s://www.dror)box.com/sh/8osgaibb5h9vr7u/AACFa eVIOTGsB4DnJFrETTva/ADOPTED%2000M P%20PLAN%20JULY%202021?dl=0&subfolder nav tracking=1 ^tbr:III€`r',a, 16 ro:Rvn o1 Soi&io;c%Reparation,of a Hitr,in,-Pian 6V: Understanding & Technical Approach ' • • • • The Town of Southold seeks a consultant for preparation of a Housing Plan which will be adopted as an element of the Town Comprehensive Plan to address current housing issues and guide future expenditures of funds received through the Peconic Bay Region Community Housing Act. Chapter 8 of the Comprehensive Plan highlights the main goals and strategies of the Town to address key housing issues, including increasing affordable housing for year-round residents, creating safe and affordable housing solutions for residents needing assistance such as senior citizens, and promoting awareness and education about local housing issues. The following is NPV's approach to developing a Housing Plan for the Town of Southold which may be refined if NPV is selected for this project. Working with Clients and Public Involvement NPV anticipates that the preparation of a component of the Comprehensive Plan will be a collaborative process with Town representatives and with the timeframe of this project, would suggest a regularly scheduled working meeting that can happen biweekly via zoom. Assignments and deliverables would be refined at the time a more detailed work plan is prepared and this schedule will identify appropriate milestones at which presentations would be made and where public outreach is appropriate. NPV understands the need for community input, feedback, and education on the complicated issue of housing. The scope for the preparation of a Housing Plan includes a public outreach component. It is noted that the focus of the outreach will need to be on the need for and desired types and locations for future affordable housing and will require an element of education regarding what is defined as affordable housing. We believe that it is important to create opportunities for receiving meaningful input from stakeholders through public outreach and engaging stakeholders and advocacy groups. Furthermore,communication the Town Board,the Housing Advisory Commission and other municipal department representatives, will be an important component in the planning process. NPV routinely appears before community groups and decision-making boards as organizers, facilitators, and as expert witnesses to present data and information for complex decision making. Technology and Conducting Market Analysis With all housing studies,the type of data that is collected as well as its sources are extremely important. The NPV team understands that a housing plan is more than just data collection, but it is the understanding of how to interpret the data as it applies to the Town of Southold. The NPV team uses a variety of resources and technology to obtain data for analysis, including but not limited to: ® ESRI Business and Community Analyst; ® ESRI GIS (Pro)for Mapping (and Spatial Analysis); © United States Census Bureau and American Community Survey data; a School District Information and Trends; NPVsection Ill 1 Flagg i{ , r T"u,vo of Southold Pieparation ousion Pr (, a Water Usage Data records; o HUD and its Comprehensive Housing Affordability Strategy(CHAS) database; Other local data sources especially pertaining to real estate, housing values, and housing trends; Regional data sources including but not limited to Long Island Index, and the Long Island Housing Partnership; ® Local regulations including zoning, subdivision requirements, and other applicable land use regulations; and, ® published real estate reports (eg. Through National Realtors Association, Cushman and Wakefield, Newmark, Grubb, Knight&Frank). Developing Strategies and Promoting Implementation The NPV team has extensive experience drafting and implementing housing policies, long range planning programs, and recommendations for municipalities. NPV believes in through planning before implementation and applies recognized planning methodologies to prepare creative strategies for our clients. Our team excels at inventory/analysis of existing conditions, definition of project goals, identification of objectives/recommendations to address goals, and has a firm commitment to action- oriented plans, providing the tools and strategies needed for implementation of recommendations. Because of this, we will undertake a comprehensive approach to the recommendations and strategies developed in the housing plan with an eye towards implementation throughout the entire process. Preparation of a Work Plan Maintaining the project schedule and staying within budget are key factors that contribute to the successful development of a housing plan. NPV has a systematic approach to preparing a project's work plan to ensure goals are met on time, and proactive measures are taken to any constraints or challenges. For the development of the Town of Southold's Housing Plan, NPV would provide a solid work plan outlining the schedule, budget and key elements to maintain organization and coordination. NPV will work with the Town Board and Housing Advisory Commission in the development of a Housing Plan for adoption by the Town as a component to the Town Comprehensive Plan in anticipation of passage of referendum to establish a community housing fund through 0.5%real estate transfer tax to meet the need for affordable community housing. The following tasks and products are proposed: Task 1: Review of Existing Town Planning Documents and Kick Off meeting NPV is familiar with the Town Zoning Code,Town Comprehensive Plan updated in 2020 and additional planning efforts, including the Town Local Waterfront Revitalization Program (LWRP) completed in IN r n �a1 Section lei j '�,ne � Ibvv,)of Sou hold,Pre iaratio�rr o a`ioi'sing Raj? 2004 and is familiar with the Suffolk County Annual Action Plan for Housing and Community Development. In preparation of this response, NPV has specifically reviewed the Comprehensive Plan Chapter 8, entitled: Housing, which.delves into the Town's goals in creating affordable housing, promoting awareness around housing.issues, retaining current residences in housing including those considered Senior Citizens,and protecting overall quality of lifefor the people of the Town of Southold. We have also specifically reviewed Chapter 3,-entitled: Land Use & Zoning, Chapter 5: Community Character, and the Town LWRP, which all provide additional context to goals of the Town related to housing and the community, including preserving open spaces, protecting environmental resources and sensitive coastal areas, enhancing economic centers and HALO Zones, maintaining current community character, and more. For pursuing these housing goals, the Town has already outlined strategies within the Comprehensive Plan noted as"Objectives,"which are measurable and delegated to various parties of the Town. These goals and objectives within the Comprehensive Plan will guide NPV in clearly identifying challenges that the town faces and solutions the Town has already developed for planning for future affordable housing options which are consistent with the requirements of the Peconic Bay Region Community Housing Act. In preparation of a project kick off meeting, NPV will prepare a summary of the relevant data, and related issues and challenges as these relateto establishment of Community Housing. NPV will prepare base mapping to aid in an initial discussion of opportunity sites/areas and will provide a simplified checklist format of the Peconic Bay Region Community Housing Act requirements for preparation of a Housing Plan for discussion with Town representatives. Deliverables: ® Summary of Comprehensive Plan and relevant plans most relevant to preparation of the Town Housing Plan Requirements of the Peconic Bay Region Community Housing Act for preparation of a Housing Plan Other materials to aid in the discussion of preparation of the Plan. Task 2: Prepare Draft Housing Plan NPV will work with the Town during preparation of each of the following sections to ensure that the goals, opportunities, and implementation strategies will meet the needs of the Town of Southold for the Housing Plan. The following provides the proposed outline for a housing plan that can be refined with input from the Town if NPV is selected to ensure that the Plan meets the needs of the Town and is consistent with the Peconic Bay Region Community Housing Act,and the Town Comprehensive Plan -in particular, regarding the Town's housing goals and objectives in Chapter 8. This chapter identifies the Town's current understanding of housing challenges and outlines implementation strategies that would be the basis for developing the goals for the Housing Plan. The Housing Plan would establish community housing goals for the Town of Southold and clarify eligible individuals and affordability O:-:Ca 10r IV 1 r c;lc i a Tov,vo o SouN?o/id, 01.6-paration of a 1-4ousUICi Pk n, levels consistent with the definition provided in the Peconic Bay Region Community Housing Act. Based upon review of Chapter 8 of the Comprehensive Plan, it is our understanding that the Town wishes to identify opportunities for the development of community housing for current and future year-round residents, especially those that would benefit from accessible and affordable housing. These residents include members of the local workforce,seniors, year-round workers and community volunteers, individuals with special needs, and others with circumstances needing housing support. The Housing Plan is expected to contain the following sections, however the contents will be refined as the project progresses. Introduction and the Peconic Bay Region Community Housing Act The Peconic was signed into law October 8, 2021. The law allows the five'East End towns to establish a community housing fund to increase housing opportunities in the region. For the Town of Southold to benefit from this legislation,the Town will need to adopt a local law to establish a fund and to institute the new 0.5% real estate transfer which will be subject to a public referendum. This is similar to the Community Preservation Fund that has already been established by the Town and which is funded by a 2% real estate transfer tax. Before the Town may expend any funds pursuant to this law, the Town Board must first adopt a town Housing Plan. The Housing Plan will establish an implementation plan for the provision of community housing opportunities supported by the fund. Once a Community Housing Fund is established', funds may be used for various expenditures related to production of community housing, rehabilitation of existing buildings for sale or rental as community homes including land acquisition, soft costs (planning, engineering), and construction costs. Any revenues from the sale or rental of community homes replenishes the Fund and an advisory board who would be appointed to make recommendations regarding the expenditures of the funds consistent with the adopted Plan. It is noted at although the Town has an established Housing Advisory Commission, it is not clear if the membership is consistent with the requirements of the Peconic Bay Community Housing Act which requires representation from (a) the construction industry; (b) the real estate industry; (c) the banking industry; and three representatives of local housing advocacy or human services organization. In addition, if the Village of Greenport elects to participate in the fund, a representative from the Village will need to be appointed to the advisory board. A subset of the current Housing Advisory Committee may need to serve on the advisory board supplemented by representation required by law to create an advisory board for the fund. The Peconic Bay Region Community Housing Act has few requirements for the contents of the required Housing Plan. It must establish an implementation plan for the provision of community housing opportunities by the fund that are consistent with smart growth principals;it must be adopted as part of the Town Comprehensive Plan and be updated every five years; it must ensure that 1 It is noted that clarification may be required by the Town Attorney to determine if the existing Town of Southold Housing Fund may be utilized for the funds collected through real estate transfer tax—or if a separate fund would be required since there are specific requirements set by the state law. f � � V .;cuo;,1 V I Pa. e.?0 To-vvn o;'S litho/c Preparation a f a Hot sincf Piun community housing created through the fund remains affordable and provide for the equitable distribution of community housing opportunities among all the communities of the town. Otherwise, there is flexibility for the individual Towns to meet the particular needs of their community(for example, the Town may wish to add provision of financial assistance to first-time home buyers who are current residents of the Town as a priority for fund expenditures; identify specific types of housing or employ creative approaches that would work for a specific community). NPV understands that the Town of Southold wishes to maintain a balance of environmental protection, preservation of open space and farmland with development and redevelopment, including new housing -and therefore the goals for identification of housing priority areas and projects, must be done in a way that is environmentally sensitive, which does not result in impacts to water supply or ground/surface water impacts, but in a way that does provide a 'relief valve'for long term residents and their children,that are being "forced" to leave the area because of increased housing costs and shortage in units, for members of the year- round workforce, local community service volunteers and seasonal workers. The goals for the Housing Plan would identify the types of community housing desired to meet the needs and identify the types of multifamily housing that may be feasible in the Town of Southold (such as but not limited to mixed use buildings with commercial on the ground floor and apartments above; apartment buildings; townhouses; or mansion flats). In addition, community housing may include options for families (single family or two-family homes) and the potential for accessory dwelling units and providing assistance for accessory apartments could be explored. NPV will work with the Town to prepare and refine goals for the Housing Plan and define a process and framework for the need for affordable housing can be quantified now and, in the future, and resources that are available through other agencies including Suffolk County Community Development. Existing Conditions, Constraints and Needs Analysis Consisting of nine hamlets, one village and various additional communities,the Town of Southold has a goal of maintaining a balance between creating new development to support affordable housing initiatives and the maintaining current character and quality of life of each individual community. This includes the preservation of open and historical spaces,such as farmland, coastal areas, and additional working landscapes, while focusing development and growth on HALO Zones. NPV has an extensive collection of resource maps for the Town of Southold and is familiar with the Comprehensive Plan update and will compile a comprehensive inventory of relevant data and figures that will assist in identification of vacant and underutilized properties which may pose opportunities for community housing, or possible opportunities for preservation where a transfer of development rights may be used at a different location for community housing. NPV will seek input from the Town to supplement information regarding existing housing collected during the preparation of the Comprehensive Plan Update to identify potential locations/sites for future community housing, including the potential for adaptive reuse/rehabilitation of existing abandoned or underutilized structures. The analysis of existing conditions will also include a review of the zoning district constraints on implementation of affordable housing in coordination with identification of opportunity sites. The Town of Southold has N V Section!V I Page of✓n d sol rho c'Prept;raCior of a r;r,, sine Pc,n identified many areas of concern related to housing goals that are reflective of the individualistic nature of the unique communities, its residents, surrounding natural environment, and current infrastructure. Additional challenges the Town may face include water supply constraints, lack of wastewater treatment infrastructure, and pressure that the second home market and seasonal rental market adds to the cost of land and housing. NPV.also recognizes that Fisher's Island presents a challenge for provision of affordable options and will work with the Town to identify the specific opportunities that exist for the island. NPV will use existing data and planning documents and coordinate with the Town to review the unique and existing constraints, challenges and needs of each Southold community to properly analyze future opportunities to utilize the funding. Analysis of Opportunities NPV will evaluate options and locations for expanding community housing options and how funds would be expended. The Plan will provide a menu of options for how the funds from this source will be used and requirements for replenishment of the funds when required. The options will expand upon and refine the eligible activities specific for the Town of Southold including but not limited to: ® financial assistance to first-time homebuyers who are residents of the town for the purchase of a first home (grant or loan -with specific requirements provided in the law as to amounts and methods for administering); production of community housing for sale or rent to eligible individuals by the Town;or in conjunction with a public/private partnership(with specific requirements); rehabilitation of existing buildings for the purpose of conversion for sale or rent to eligible individuals; and O acquisition of interests in real property in existing housing units which will result in the production of community housing for sale or rental to eligible individuals; and, ® expenses related to the items above. This analysis will identify eligibility for assistance to first-time home buyers, access to affordable housing for year-round and seasonal residents, as well specific opportunities for the creation of housing either by the Town or a public/private partnership. This analysis will also inform the type of community housing types that are feasible in the Town of Southold, but it should be noted that the evaluation of implementation of specific community housing development would occur later since it would not be feasible to predict how implementation would occur (i.e. implementation could require purchase of land, zoning amendments, allocation of funding, administration). However, it is important to identify the types of housing development that is feasible for inclusion in the Housing Plan. Various housing options may be more appropriate in different settings(for example, whereas a starter home development may be located throughout the Town, a mixed-use building including apartments would be most appropriate in a business setting). The Plan shall provide for equitable distribution of PV section iv;Pa �:; To'.vo of Soul-i--old "1 eparation of a Houst;fj.P nn community housing opportunities among-all communities in the town (i.e. that not all community housing opportunities are concentrated'in one area that would substantially alter the character of the community). In addition to vacant land appropriate for development, opportunities could include abandoned or underutilized buildings that have potential for adaptive reuse for apartments or mixed use. The analysis will review opportunities where land appropriate for redevelopment with community housing is consistent with the smart growth principals laid out in the Peconic Bay Region Community Housing Act and the goal to drive development towards HALO Zones,downtowns,and additional areas of growth. As part of the analysis, NPV will review and identify barriers to construction of affordable housing in Town Code and development constraints related to environmentally sensitive resources, Suffolk County Sanitary Code and water availability in general. Summary and Recommendations for Implementation For this section of the Plan,NPV will prepare a summary of housing goals,opportunities for community housing, promoting awareness of community housing issues, and provide recommendations for implementation. Including the following: © Identify code amendments where the Town Code presently presents obstacles to construction of community housing within the areas where community housing is being considered. • Provide recommendations for procedure to review future projects'consistency with the following smart growth principals(as applicable): (1) Public investment. To account for and minimize social, economic, and environmental costs of new development including infrastructure costs such as transportation, sewers, and wastewater treatment water,schools, recreation,and loss of open space and agricultural land, (2) Development. To encourage development in areas where transportation, water, and sewage infrastructure are available or practical, (3) Conservation. To protect preserve, and enhance the state's resources, including agricultural land, forests, surface waters, ground-water, recreation and open space, scenic areas, and significant historic and archeological sites; (4) Coordination. To promote coordination of state and local government decisions and cooperation among communities to work toward the most efficient, planned and cost-effective delivery of government services by, among other means, facilitating cooperative agreements among adjacent communities, and to coordinate planning to ensure compatibility of one's community development with development of neighboring communities, (5) Community design. To strengthen communities through development and redevelopment strategies that include integration of all income and age groups, mixed land uses, and compact development, traditional neighborhood development, planned unit development open space districts, downtown revitalization, brownfield redevelopment enhanced beauty in public spaces, and diverse and community housing in close proximity to places of employment recreation, and commercial development (6) Transportation. To provide transportation choices, including increasing public transit and alternative modes of transportation, in order to reduce automobile dependency, traffic congestion, and automobile pollution; (7) Consistency. To ensure predictability in building and land use codes;and Sects=r,iv's 'a;e?0 r l 76,vo ofSoutl;okl,Preparation of a Hous;ng ail-'.. (8) Community collaboration. To provide for and encourage local governments to develop, through a collaborative community-based effort,smart growth plans that include long term land use and permit predictability and coordination, efficient decision making and planning implementation. o Identify detailed steps where appropriate, permit requirements, strategies for funding to supplement the Community Housing Fund and responsibilities of the Town in implementing and managing the fund. These steps should ensure a level of predictability for achieving community housing. ® Identify the role of the Town Housing Advisory Commission and provide options for implementation of the Housing Plan to ensure affordability of community housing in perpetuity and record keeping mechanisms to track eligibility of individuals both for rental and for sale units. Identify other tools to support community housing implementation such as establishment of a Community Land Trust, Public Private Partnerships, and how a Town TDR program could meet Town goals for preservation of open space while allowing additional density proximate to community resources at receiving sites. Identify strategies to prornote awareness of housing issues Lo current residents, including developing educational materials-for the general public, public programs and forums, and accessible methods to inform residents needing assistance of resources and housing services. Include a mechanism for updating the Plan once every five years, including a process and framework by which the need for affordable housing is quantified in the future. Deliverables: a Draft Town of Shelter Island Community Housing Plan • PowerPoint Presentation Task 3 Public Work Sessions and Hearings NPV will prepare materials for work sessions with the public and community stakeholders for a total of two in person public meeting sessions and two public working sessions via zoom. NPV has a "Pro" Zoom account which allows uninterrupted zoom meeting time and allows for breakout rooms for working sessions with the public. It is anticipated that a number of collaborative meetings will also occur via zoom with the Town Housing Advisory Commission and other representatives of the Town as this will be an efficient use of participants' time. Since the Housing Plan is a component of the Comprehensive Plan, at least one public session is required, and a public hearing is required for adoption of the Plan. It is noted a cost proposal for compliance with the State Environmental Quality Review Act can be provided by NPV upon request for adoption of the Plan. R PV I r�of Soup i?ol f,Pi eparation of a Housing Pi.:ln Deliverables: ® Materials for work sessions and hearings (may include PowerPoint presentations, maps,posters,fact sheets, FAQ document and will depend on the format and purpose of the meeting or hearing) Task 4 Prepare Final Housing Plan The Final Housing Plan will reflect input received from the Town Board and Town Housing Advisory Commission prior to the public hearing for adoption of the Housing Plan. Deliverables: - • Final revised Housing Plan fL I P Section..IV:Pn,e 25 l Tbwn of Shelter lslanc1,Prepzarotion of a CommunityHousing F'lran TM The Peconic Bay Region Community Housing Act requires the adoption of a housing plan before it may expend any funds collected through real estate transfer tax authorized by the Act and as approved by local referendum. It is recognized that the Town may wish to employ an expedited schedule for this project to complete the Housing Plan sixty days prior to the referendum to allow expenditure of funds at the earliest date possible, however, the timeline provided by the Town RFP does not provide a schedule needed for the scope of work required to compete the Plan (including collaboration with the various departments,and committees of the Town, receipt of public input, research and analysis required to prepare recommendations, preparation of the Plan, and presentation at a public hearing). NPV recommends establishing a four-to-five-month schedule to complete the project as outlined in'the chart below. 2022 Task 1: Review of Existing Town Planning Documents and Kick Off Meeting Task 2: Prepare Draft Housing Plan ,r9` � ,. ;`#_�`���`�••..,,�-w:�"�', t. °° A. Introduction and the Peconic Bay Region Community Housing Act B. Existing Conditions,Constraints and Needs Analysis C. Analysis of Opportunities ` D. Summary and Recommendations for Implementation Task 3: Public Work Sessions and Hearings(Includes working meetings with Town representatives) Task4: Prepare g are Final Housing Plan x ;,` Schedule Key ® First Draft of Housing Plan Final Housing Plan N P V Sec;don IV I Pope.26 own orlei Islam,'Pre? iatton of a C'otnrnul17ry HOUSing P101 V: Cost Factors cost As requested by the RFP, the cost for the development of the Housing Plan is broken down by task. NPV can provide these services for a fee of $55,000 which includes a budget of $1,000 for direct expenses that are expected to be incurred during the project. A breakdown is provided below. • COST HOtiFtS. _ .: Task 1: Review of Existing Town Planning Documents 10 ; 2 i 2 16 01300 Project Kick off meeting Task 2: Prepare Draft of Housing Plan 40 20 28 84 172 { $ 30,400 A. Introduction and the Peconic Bay Region Community Housing Act B. Existing Conditions,Constraints and Needs Analysis C. Analysis of Opportunities. D. Summary and Recommendations for Implementation .. Task 3: Public Work Sessions and Hearings i 24 i 10 8 32 74 $ 13,600 _......_.._(Indudes working meetings with Town representatives) _.._....._......._. .... .... . . _......._.t._...._................_.._..__,._.t.............._....!.._....._................... Task4: Prepare Final Housing Plan 4 4 4 16 28 i $ 4,800 TAS • $ ' I Expenses(mailing/fedex,documents,posters,and meeting materials) I $ 1,000 TOTAL PROJECT COST,4I Should our fee not fall within the Town of Southold's budget for this project,we are available to review the scope, any assumptions and costs with you. By doing so, it would provide us with an opportunity to see if any adjustments can be made to the scope and fees to align ourselves within the Town's needs. NPV's cost structure is based on tasks and professional hours required to complete tasks based upon an hourly rate. General office expenses and data subscriptions including ESRI Business Analyst reports, are included. Since we area local firm, we include travel expenses within the fee proposed. Itis.noted that if a trip to Fisher's Island is required,.travel expenses will be discussed with the Town, however, it � V section .. • To , of a 0�_ . fiul u�yHousing Pian is not expected to be necessary for this project. Direct expenses, including reproduction of documents; messenger and/or delivery services, and large-scale presentation boards for public meetings,shall be billed to the Town with no additional markup. B-Odg6tin• : • NPV's billing structure for municipal planning projects, is generally based upon a flat fee that is calculated by a set of tasks, estimated hours required to complete the tasks and a reduced hourly rate schedule for municipalities. NPV can billmonthly or based upon milestone deliverables or percent. complete as agreed upon with the client. If selected, NPV will work with the Town to determine the most appropriate billing approach depending upon the project scope, expected deliverables and services. N PV 1 I G:"!i 1 Cr cif ie;t,^, ,siand, ',,eas <,! 1 ��r' a Co, ,;Init j'HoUs,? Phin .� of in—, I l: References and Work Samples Please see references provided below, for contacts that can provide input on NPV's experience in comprehensive planning services for communities on Long Island and in the Hudson River Valley. • • ' . s C Me , 11M • • • s • ' - C • ' • • • Reference NPV Provided For: Town of Riverhead Client: 200 Howell Avenue Riverhead,NY 11901 Dawn Thomas, Executive Director,Community Development Agency Contact: Phone:631.727.3200 ext 287 Budget $565,000 Information: Start/Completion' June 2013-August 2016. Date: Completed on time and within budget and resulted in designation of the BOA by NYS Documents ' Links: htt�//riverhead.municipalcros.com/files/documents/RiverheadStepIl FinalBOANominationApr!12016.pdf • • • • • • r • e r • • • • V�I�r`jd-monastraPeRe Reference Valerie Monastra,AICP Provided For: City of Kingston Client: Office of Community Development 420 Broadway Kingston New York Brenna Robinson,Director of Community Development Contact: Phone:845.334.3924 E-mail:brobinson@kingston-ny.gov Budget Information: $60,000 approximately Start/Completion December 2018-May 2019- Date: 019Date: Completed on time and within budget. htt s://kingston-ny.gov/filestorage/8399/8469/8547/2019-2023 5-Yr Con Plan.pdf ._Documents..Links:.. httos://kinaston-nv.aov/filestoragJ8399/8469/8547/2019 Analysis of Impediments to.Fair-Housing - Fair Housing Plan.pdf V y „ ?owrr ofSt iGiC?i (s and,Preparation of a c);nrriuniry Hcusing Flan :Villag- • ® • — Affordable Houejng • s - - • • • • Valede Monastre Personal Reference Reference Valerie Monastra,AICP Provided For: Village of Ossining Client: Ossining,New York William Hanauer,Former Village Mayor Contact: Phone:914.980.6868 Email:wrhanauer@optonline.net Budget N/A Information: Start/Completion N/A Date: https://www.villageofossining.ofg/sites/ossiningny/files/uploads/housing_policy_statement_4-14-06.pdf Documents Links: htti2s://ecode360.com/14056320 httr)s://www.villaaeofossining.ora/sites/ossininany/files/ur)loads/rules and reaulations ianuary 2013.r)df VSection V1 Page 310 i Oi^"1 of S hrelt,,-?1 Island,Prepa1 iition,Oda Co n(l uni`Y H'Cll`ing f k.in • • ' • Resumes • Xey PerSonn6l",., N Appenciix.A EL �' E IS KATHRYN J. EISEMAN, AICP PARTNER Location: PROFILE Melville,NY Ms. Eiseman has over 20 years of planning experience in environmental Division: planning and manages both private and public planning projects. Current Division Manager Environmental&Community projects include a Form Based Code for the waterfront of Sag Harbor, the Planning Division Suffolk County Blueway Trail Plan and the LWRP Update for the Village of Sag Harbor,and management of a number of special studies and on-call planning Education: review services for the Villages of Sag Harbor and Southampton and the Town State University of NY at Stony Brook,Master's Degree in of Oyster Bay. Environmental and Waste For on-call planning review services, Ms. Eiseman directs her staff to perform Management,1996 site plan and subdivision reviews and advises municipal clients and attends Syracuse University,Bachelors public hearings on a regular basis. She is skillful in managing,complex projects Dual Majors:Mathematics and and working with team members both in house and as sub-consultants. Her Education,1988 staff. is proficient in the use of GIS and design software (Adobe Registration/Certifications: Illustrator/InDesign/ Photoshop,and SketchUp)for preparation of high-quality AICP-American Planning graphic products. Ms. Eiseman is experienced in the art of public participation Association and education and tailors her approach to the unique needs of each IAP2 Certificate Course in Public project/community. Participation She is an enthusiastic and'creative planner who endeavors to bring a fresh Training approach to each project as well as to her position as Treasurer for the Long OSHA 10-Hour Construction Island Section of the American Planning Association. Industry Training CommunityvizScenario SELECTED EXPERIENCE Constructor,SiteBuilder3D'" Hicksville Downtown Rev. Initiative Zoning, Town of Oyster Bay, adopted Policy Simulator training 2020 • Environmental Planning consultant-Village of Sag Harbor Planning,Board, ArcView GIS,ESRI 16-hour course since 2016 . Fundamentals of Dispersion Environmental Planning consultant - Village of Southampton Planning Modeling and Computer Board,since 2006 Modeling Laboratory Planning consultant(on-call)for Town of,Oyster Bay,since 2018 Rutgers University,Methodology • Industrial Corridor District Study and Code Amendments, Islip,2017 of Delineating Wetlands TOD Study and Preparation of Zoning,Town of Riverhead,2021 • Glen Cove Step III BOA Implementation Strategy for the Orchard and Sea, Organizations Cliff Avenue,2019 APA Metro Chapter;Long Island Bellport BOA Step II Nomination Study,Community Engagement,2018 Section,Treasurer since 2008 • Lawrence Aviation Site Superfund Reuse Feasibility Study&Market Trends Analysis for the Suffolk County Landbank Corporation,2017 • Riverhead-Brownfield Opportunity Area Nomination & Market Trends Analysis,2016 •. Riverside Revitalization BOA Nomination, December 2015 • Southeast Hicksville Brownfield Opportunity Area Nomination,2014 • Northeast Hicksville Brownfield Opportunity Area Step I,2014 • Theodore Roosevelt Blueway Trail Planning and Design,2014 • Town of North Hempstead Blueway Trail,2013 • Town of Brookhaven Athletic Fields Needs Assessment,2012 �' .. t. - �� ..,<.- ;,�" �'" �� ;�� :fig "i..�y,.. ,.._. � �Y. '°�'�.r""< ,'.ur .t - � .. q�, " '-"; +*' �i ��.` .s ,���� ...., mss: ,��� � s �,� r� ��` � -+z. gg iS � +�"�4��'�a-5 "� �-�„"-�> �... ;"�. ��_ x„� ;�q•,sl. �.s,�.. ;;�,. ..�• � slµ NELSON OPE VOORHIS VALERIE MONASTRA, AICP PRINCIPAL PLANNER Location: PROFILE Hudson Valley,NY Valerie Monastra is an is an AICP Certified Environmental Planner with over 18 Education: years of experience throughout the Hudson Valley in management and Indiana State University, Certificate Program Advanced planning pertaining to land use development, zoning, environmental review, Study in Public Administration affordable housing and community development projects. Her educational and employment history encompass both urban and'environmental planning Tufts University,Masters in as well as governmental administration. Ms. Monastra has experience Environmental Policy and Planning providing planning services to New York State agencies including DOS, DEC, OPRHP and ESD and is expert in the SEQRA and NEPA processes. Ms.Monastra Cornell university,Master of serves as the President of the Westchester Municipal Planning Federation.She Science in Geochemistry has vast experience working on the local level with municipalities to complete Temple University,Bachelor's plans and navigate projects through the land use approval process. Degree in Geology SELECTED EXPERIENCE Registration/Certifications: AICP-American Planning Village of Sag Harbor, LWRP Association Valerie is overseeing the development of the documentation and creation of the LWRP. This includes development of the inventory and analysis, Professional Affiliations: community outreach, policies and project profiles for the Village. Besides Westchester Municipal Planning assisting with the development of the plan, her role is to coordinate and Federation(Board Member since 2012,President 2016-Present) manage the work of the project team and coordinate with the NYS DOS's LWRP review and approval process. IFCA Housing Network(Board Member 2019-Present) • Village of Sag Harbor,Waterfront Zoning Planning Analysis She is assisting the Village Board and its Waterfront Committee with American Planning Association updating its zoning code to include a new form-based code overlay to Articles&Papers encourage the redevelop of the study area as envisioned by the Village. Her Martini,G.and V.Monastra(2018) work currently includes assisting with the zoning analysis including FEMA Zoning in on Housing Diversity. regulations,developing the parameters of the overlay,and undertaking the Planning,April pg.44-45. SEQR review and the adoption process. She is also assisting in the overall 2015 Open Registry at management of the project and its deliverables. Binghamton University(white paper)-Incentive Zoning:A Town of Ossining Planning Retainer Market-Based Planning Tool As Town Planner,she is responsible for all site plan,subdivision,and SEQRA reviews of applications before the Planning Board and Town Board. She has been involved in the ongoing Comprehensive Plan process and is responsible for the coordination of its efforts. She is also work on a number of local laws and policies for the Town Board. • Village of Haverstraw - Zoning Code Amendments and Affordable Housing Law/SEQR Review Valerie is providing assistance with the development of zoning code changes to that will enable the Village to create new housing opportunities and development potential in key areas. She is also assisting the Village in developing'an Affordable Housing law. She is also overseeing the SEQR process associated with the zoning changes and local law adoptions. • Village of Haverstraw, LWRP Valerie is overseeing the development of the documentation and creation of.the LWRP update. This includes development of the policies and project profiles for the Village. Besides assisting with the development of the plan, her role is to coordinate and manage the work of the project team and coordinate with the NYS DOS's LWRP review and approval process. • Town of Carmel, Comprehensive Plan Valerie is assisting in the preparation of the Town's Comprehensive Plan and associated zoning changes based on the recommendations of the plan. Work entails, community outreach, undertaking existing conditions analysis related to housing and economic development, and the development of recommendations and zoning text amendments. Town of Tuxedo Planning Retainer Valerie is assisting in the reviews for all site plan,subdivision,and SEQRA reviews of applications before the Planning Board and Town Board. • Westchester Joint Water Works, Harrison NY Valerie is project managing and.assisting in the document production of the environmental review process (SEAR and NEPA)and the land use approvals process for the development of a new water filtration facility in the Town of Harrison. Valerie is also managing the land use approvals process for a new UV facility at another location also in the Town of Harrison. • Village of Airmont, Planning Retainer and Floating Zone Development Valerie is undertaking the reviews of all applications before the Planning Board and is responsible for the development of the Planning Board resolutions. She is also assisting the Village Board with updating its zoning code to include a new floating zone for mixed-use development. Her work currently includes developing the local law, undertaking the SEQR review and the adoption process. • Storm King Art Center, Cornwall NY Valerie is project managing and assisting in the document production of the environmental review process (SEQR)and the land use approvals process for the expansion of the Storm King Art Center in the Town of Cornwall. Work includes presentations before the Planning Board and attendance and participation in various governmental agency meetings. RECENT SPEAKING ENGAGEMENTS 2019, March Westchester Municipal Planning Federation(WMPF) Land Use Training Institute: The SEQR Process and How it Can be a Useful Tool for Land Use Boards 2018, December Pace University Land Use Law Center,Alfred B. Delbello Land Use and Sustainable Development Conference:Exploring Smart Growth the Planning Net 2018,April Hudson Valley Affordable Housing Summit:Proven Techniques in Affordable Housing 2017, March WMPF Land Use Training Institute: Introduction to the State Environmental Quality Review Act (SEQR) 2017, December Pace University Land Use.Law Center, Land Use and Sustainable Development Conference: Identifying Fair Housing Obstacles 2017, October Pace University Land Use Training Leadership Alliance Fair and Affordable Housing LULA sponsored by Pace Land Use Law Center& Housing Action Council:Identifying Fair Housing Obstacles. _ r r NELSON POPE VO HIS CARRIE L. OTARRELL, AICP SENIOR PARTNER Location: PROFILE Melville,NY Carrie O'Farrell is Senior Partner and Manager of the Environmental Resource Envision: Environmental Wetlands& and Wetlands Assessment Division at Nelson Pope Voorhis. She is a trained Resource Assessment environmental scientist with applied planning experience and is expert in NEPA/SEQRA and land use regulations, drainage and stormwater issues, Education: wetland and stormwater permitting and is diverse in ability to conduct University of Rochester,Bachelor environmental planning analysis. Ms.O'Farrell has overseen the preparation of of Science,5/99 numerous environmental impact statements, assessments, SEQRA/NEPA SUNY College of Environmental administration actions, harbor management plans, planning and zoning law Science and Forestry,various review and preparation,stormwater permitting and erosion control compliance stormwater training classes documents and wetlands and coastal permits. Ms.O'Farrell is also responsible Certifications: for environmental permitting, including necessary environmental assessments AICP-American Institute of pursuant to SEQRA and NEPA requirements. She has led the preparation of Certified Planners(2006) numerous Generic Environmental Impact Statements in support of zoning Center for Watershed Protection initiatives,including form-based codes for downtown revitalization. 8-hour Erosion Control Training& Stormwater Retrofit Training Ms. O'Farrell has been at the forefront of the NYSDEC SPDES Phase II stormwater permitting & compliance program since 2002, both in assisting NYSDEC Certified inspector of MS4 designated municipalities in Long Island with the creation and Erosion&Sediment Controls implementation of Stormwater Management Plans and with the preparation of (2010) Stormwater Pollution Prevention Plans (SWPPP) for various construction Professional Affiliations projects. Ms. O'Farrell is intimately familiar with EPA's recommended BMPs, American Institute of Certified good housekeeping practices and example local laws/methods for municipal Planners since 2006 implementation and enforcement of the Stormwater Phase 11 program. Ms. American Planning Association O'Farrell regularly works with staff engineers in development of stormwater Member since 2004 management solutions in sensitive environmental areas and manages the completion of all SWPPP prepared for construction projects(over 200 SWPPPs completed to date). SELECTED EXPERIENCE Environmental Impact Statements(EIS)/Generic EIS • New Rochelle Downtown Overlay Zone GEIS (2015) and Supplemental GEIS for DOZ updates/DO-7(2021) • Riverside Brownfield Opportunity Area (BOA), Overlay Zoning and Zoning Map Amendments GEIS • Hampton Bays Downtown Overlay District(HBDOD)Supplemental GEIS • Village of Hempstead Downtown Rezoning SGEIS • Huntington Station Gateway Development Voluntary EIS • The Uplands at St.Johnland, Kings Park EIS(Town of Smithtown) • Gabreski Airport Planned Development District GEIS and Expanded EA; • Residences at North Hills EIS, Village of North Hills, NY • Manhasset Crest Residential Subdivision EIS,Village of North Hills EIS • Silver Path Estates Residential Subdivision,Village of Muttontown EIS • Kensington Estates EIS,Woodbury(Towns of Oyster Bay and Huntington) • Roslyn Landing EIS,Village of Roslyn • New Windsor Hospitality EIS,Town of New Windsor, NY • Village of Maybrook Traditional Downtown Design District GEIS • Suffolk County Wetland Restorations,_NEPA Environmental Assessments for FEMA and U.S. Dept. of Interior • PSEG, Bridgehampton to Buell New 69 kV Underground Transmission Cable Municipal Retainers Ms. O'Farrell is the planning consultant serving a number of municipal boards, including the Village of Lake Success Planning Board,Zoning Board and Village Trustee City of Long Beach Zoning,Board of Appeals,Town of Southold Zoning Board of Appeals,Village of East Hills Planning Board and Board of Trustees,and the Village of Roslyn Harbord Board of Trustees performing SEQRA review and SEQRA administration for various special permit,zoning and subdivision applications. Watershed Management Plans(WMP) • Great Cove WMP;Town of Islip • Shelter Island WMPTown of Shelter Island • Lake Montauk WMP,Town of East Hampton • Tuthills Creek WMP,Town of Brookhaven • Beaverdam Creek WIMP,Town of Brookhaven • Mt.Sinai Harbor Management Plan,Town of Brookhaven • NEIWPCC GI/LID Assessment and Conceptual Design for Long Island Sound Study Stewardship Sites Stormwater Management/SWPPP: • L.I. Motor Parkway Multi-Use Trail at Eisenhower Park; • Longwood Public Library SWPPP, Middle Island, NY • US Coast Guard Facility SWPPPs(Easton's Neck,Jones Beach&Shinnecock, NY) • PSEG On-Call Contract - SWPPPs for utility installations and substation construction/improvements: Riverhead to Canal Substations (Southampton), Canal to Southampton Substation Distribution (Southampton); Belmont Substation (Hempstead); Roslyn Substation (Village of Roslyn); Kings Park Substation and Feeders(Islip); Navy Road Substation (East Hampton). • Lewis Road PRD residential subdivision and golf course(200+acre development area), East Quogue • Gabreski Airport PDD-Hampton Business Center SWPPP,Westhampton, NY • Colony Preserve residential subdivision(100+acres) SWPPP, Mastic Beach,NY • Sandy Hills, Mixed Use Development SWPPP, Middle Island, NY • Del Vino Vineyards,Commercial Site Plan and Vineyard, Northport NY; • SWPPP Review: Village of Southampton,Village of East Hills and City of Glen Cove SWPPP review Ecological&'Wetlands: • Manorhaven Beach/Sheets Creek Wetlands Permitting, Shoreline Restoration Plans and Trail Extension • Suffolk County Wetland Restorations-Gardiners County Park East and West;Timber Point County Park; Smith's Point County Park;West Sayville(Wetlands Permitting and Restoration Plan Preparation) • Cedar Beach Marina,Town of Brookhaven Town Park-Shoreline Stabilization and Marina Expansion • Village of Bellport Golf Course, Shoreline Stabilization (Revetment Installation and Bulkhead Replacement) • Water Island Community Dock, Fire Island(Wetland Permitting for Dock Expansion) • PSEG On-Call Wetlands permitting for utility projects throughout Long Island • Biological Monitoring,- East Rockaway Inlet - Rockaway Inlet West Groin Field Construction Project (USACE) 0 Pipe Stave Hollow Road Rising,Town of Brookhaven (Wetland Permitting, Restoration Design, OPRHP) 9 wl��N NELSON POPE VOORHIS TAYLOR GARNER, AICP ENVIRONMENTAL PLANNER/GIS MANAGER Location: Melville,NY PROFILE Education: Master of Urban Planning with an Taylor Garner,AICP is an environmental planner with 6 years of experience. Ms. Environment and sustainability Garner has undergone the formal training course in the IMPLAN Economic Concentration,City university of Modeling System software. She oversees the preparation of fiscal (projecting New York at Hunter College,2017; taxes and the impact to local jurisdictions) and economic (projecting job Bachelor of Science in creation and associated revenues circulating throughout the economy)impact Environmental Science,Business analyses for residential, commercial, office, industrial, recreational, hospitality, minor,cum laude;Villanova zin tourism and mixed-use developments. She has experience in analyzing University,2014 p g demographic data and preparing grant applications. She has been involved Registration/Certifications: with comprehensive plans, local waterfront revitalization plans, brownfield AICD-American Institute of development,zoning plans, and public participation and community visioning Certified Planners processes. Ms. Garner is also experienced in the preparation and review of Professional Affiliations geographic information system mapping, environmental assessment Member,American Planning documcnts, including SEQRA and CEQR documents, and site plan review for Association the Villages of Southampton and Sag Harbor and the Town of Oyster Bay. Steering Committee Member, Additionally,Taylor has assisted in the preparation of build-out analyses for the American Planning Association Villages of Maybrook and Woodsburgh and the Town of Southampton. Taylor's Long Island Chapter most recent work includes acting as Assistant Project Manager for the development of a Suffolk County Blueway Trail Plan, and preparation of two blight studies in the Town of Brookhaven. SELECTED EXPERIENCE • Town of Southold Comprehensive Plan Update, Economic Chapter, 2010 • Port Jefferson Station and Mastic Beach, Blight Studies Town of Brookhaven, NY - Developed an inventory tool to document field conditions utilizing Survey123 and ArcGIS Online software. Tasks included the preparation of maps, synthesis of data from various local agencies, preparation of Blight Study and participation in meetings with Town representatives. • Hicksville Downtown Code, Town of Oyster Bay, NY - Preparation of zoning code amendments to support the redevelopment of Downtown Hicksville as envisioned in the Downtown Revitalization Initiative Plan. Tasks include preparation of maps, preparation of draft code sections, preparation of a local law and participation in working meetings with Town representatives. • Suffolk County Blueway Trail Plan, Suffolk County, NY - Developed a public inventory tool that incorporates spatial data for the public to participate with data collection of existing paddling resources, synthesized data and prepared maps detailing the results of data collection,facilitated meetings with the Public Advisory Committee �A R A a �.e ,�`. DATE(MM/DD/YYYY) AC®Rf® CERTIFICATE OF LIABILITY INSURANCE 10/5/2022 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER,AND THE CERTIFICATE HOLDER. 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