HomeMy WebLinkAboutMarket And Municipal Impact Analysis OFFICE LOCATION: MAILING ADDRESS:
Town Hall Annex " `" P.O. Box 1179
54375 State Route 25c3 Southold, NY 11971
(cor. Main Rd. &Youngs Ave.)
Southold, NY Telephone: 631 765-1938
www.southoldtownny.gov
00V IV
PLANNING BOARD OFFICE
TOWN OF SOUTHOLD
August 13, 2018
Mr. Charles J. Voorhis, CEP, AICP
Managing Partner
Nelson, Pope &Voorhis, LLC
572 Walt Whitman Road
Melville, NY 11747
Re: Market and Municipal Impact Analysis
Proposed Site Plan Application for Brinkmann Hardware
Located at 12500 Route 25, in Mattituck
SCTM# 1000-114-11-17
Dear Mr. Voorhis:
The Planning Board is in receipt of your proposal for a Market and Municipal Impact
Analysis for the above referenced project, and has chosen your firm to conduct the
study.
Please do not begin review until you are authorized to do so in writing. We have
requested the funds for the cost of this work from the applicant, and as soon as the
funds have been received, we will send a letter and purchase order to authorize the
work to begin.
If you have any questions or wish to discuss this further, please do not hesitate to
contact this office at 631-765-1938.
Sincerely,
Heather Lanza, AICP
Town Planning Director
cc: Planning Board
flgUFFOJ t
�p x
Town of Southold
• T ' , �' Planning Board
Market and Municipal Impact
Analysis for the Prognosed Site
}\ Plan Application
f Brinkmann Hardware
_TJ7 12500 Route 25, Mattituck
Mr
1 0 :
Nelson , Pope & Voorhis , LLC
572 Walt Whitman Fbad, Melville, NY 11747
Phone: 631.427.5665 1 Fax: 631.427.5620
www.nelsonpopevoorhis.com
NELSON, POPE & VOORHIS, LLC
ENVIRONMENTAL PLANNING CONSULTING
w w w .nelsonpopevoor his.com
July 13, 2018
Mr. Heather Lanza, AICP, Town Planning Director
Southold Town Planning, Town Hall Annex
54375 Route 25, P.O. Box 1179
Southold,New York 11971
Re: Proposal for Preparation of a Market and Municipal Impact Analysis for the Proposed
for the Brinkmann Hardware Site Plan Application,Mattituck
Dear Ms. Lanza,
Nelson,Pope&Voorhis,LLC, (NPV)is pleased to submit this proposal to assist the Town of Southold
with the preparation of the Market and Municipal Impact Analysis for the Proposed Brinkmann
Hardware Site Plan application located in Mattituck.
NPV is an environmental planning consulting firm established in 1997 that recently merged with
TMG, a planning firm based in the Hudson Valley that has a long history of providing municipal
planning services including long range plans. NPV has significant experience in municipal and
environmental planning and zoning, dealing with complex land use issues, and recommending
planning actions consistent with the unique and aspirational goals of each municipality. As a multi-
disciplined Environmental Consulting and Planning firm,NPV offers creative solutions specialized in
the area of complex environmental project management and land use planning/analysis.
NPV understands the need to examine the projected impact of new commercial development and the
unique forces that are at play within the local market in Southold. We believe that a thorough analysis
of the market is a necessary component in keeping with the community's character and long-term
sustainability in the local economy. A market analysis that examines the demand for new commercial
space,specifically a hardware store, and compares it to the supply of existing establishments will assist
the Town in understanding the need and viability for such a use in Mattituck Likewise, the
development will impact the local community, in terms of traffic safety and pedestrian connectivity in
an already busy intersection in Mattituck. The impact on the local economy — the tax base,
employment, costs to provide services and public revenues are all important factors to examine and
understand during this planning process.
NPV has teamed with Nelson& Pope (N&P) our civil engineering and surveying firm with a 60-year
plus history of service that allows us to offer a full suite of services. Established in 1954,transportation
is one of N&P specialties. They are extremely qualified and have performed a number of traffic studies
for multiple municipalities across Long Island in Nassau and Suffolk County. Working with local
Towns and Villages these studies have encompassed complete street studies, prepared multi-modal
concepts, preparation of Traffic Oriented Development (TOD) Growth Plans, corridor studies,
highway/intersection studies, all of which have included development of long and short-term
CORPORATE OFFICE HUDSON VALLEY OFFICE
572 WALT WHITMAN ROAD, M ELVILLE, NY 11747-2188 156 Route 59,Suite C6,SUFFERN, NY 10901
PHONE:(631)427-5665 • FAx:(631)427-5620 PHONE:(845)368-1472 • FAx:(845)368-1572
Town of Southold
Market and Municipal Impact Analysis for the
Brinkmann Hardware Site Plan Application
improvements; traffic signal warrant analysis, traffic calming studies, implementation of mitigation
measures; traffic signal design and preparation of construction bid documents.
NPV has also teamed with Breslin Appraisal Co., a full service real estate company engaged in all
forms of real property appraising including residential, commercial, industrial and special
purposes.
The enclosed proposal demonstrates our capabilities providing you with detailed information on
our firm, experience, services, estimated costs per task and timetable and project examples.
The team is excited at the prospect of working with the Town of Southold, and we welcome the
opportunity to meet with you to discuss and demonstrate our capabilities and commitment to this
project. Thank you for this opportunity to present our qualifications. If you have any questions or
would like additional information, please do not hesitate to contact my partner Kathy Eiseman or me
at 631.427.5665 or either of us via e-mail at cvoorhis@nelsonpopevoorhis.com or
keiseman@nelsonpopevoorhis.com.
Respectfully submitted,
NELSON,POPE &VOORHIS
c for
Charles J. Voorhis, CEP, AICP
Managing Partner
Page 2 of 2
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
Table of Contents
I: Introduction& Project Understanding.......................................................................1
Introduction.........................................................................................................................................i
Project Understanding.........................................................................................................................3
II: Work Plan........................................................................................................ 4
Market and Municipal Impact Analysis.................................................................................................4
Timeframe& Work Sbhedule...............................................................................................................i o
III: Relevant Project Experience.................................................................................12
IV: Project Organization .......................................................................................... 17
V: Cost Proposal...................................................................................................21
APPENDICES
Appendix A.......................................................................................................... FL-sumes of Key Personnel
hi P&IW, Page i
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
I: INTRODUCTION & PRO.EC.T UNDE;6TANDING
PLANNING SERVICES:
Introductior
M_ UNICIPALPLANNING
Nelson, Pope and Voorhis, LLC(NPV), along with affiliate N&P Engineers&
� Municipal Review Services
Land Surveyors, PLLC(N&P) and in conjunction with Breslin Appraisal Co. Planning&Zoning Analysis
are pleased to submit this proposal in response to a request for proposal to Build Out Analysis
prepare a market and municipal impact analysis for the Brinkmann GSAnalysis
Hardware Ste Ran application. The team has the relevant expertise and " Code Preparation&Review
�>
experience necessary to complete all tasks of this important project, Downtown RevitalizationRegionalPfanning&Land Use
including but not limited to fiscal and economic impact analysis, market dans
studies and niche market studies, planning analysis, traffic engineering, Recreation Planning
pedestrian & parking analysis and real estate appraisal services. LWRP&Harbor Management
Plans
Implementation&Action Plans
In the preparation of a market analysis study, NPV strives to identify and DemographicAnalysis
quantify the need for a specific type of development- be it a shopping Grant writing&Administration
center, office space, a new residential subdivision or an assisted living Public Outreach&Community
Surveys
community, among others-that can be accommodated at a given location. Community Visioning
NPV is able to analyze the relationship between the supply and demand of
similar uses within a reasonable target market area and reveal whether or MUNICIPALECONOMIC
not a given development could be supported in a specified location. This is PLANNING
accomplished through the definition of a target market area, a critical • ComprehensiveEconomic
evaluation of demographics, socioeconomic characteristics and consumer Development Plans
trends, existing spending patterns, and an analysis of existing and Business Retention&8pansion
Strategies
comparable developments. Downtown Revitalization
Demographic Studies
Nelson, Pope & Voorhis, LLC(NPV) is a Limited Liability Company founded
in 1997 with offices in Melville, Long Island, and Monroe, New York. NPVis PRIVATEPLANNING
an environmental planning firm with a wealth of experience to bring to
complex environmental analysis, planning and feasibility, and economic Development Feasibility 5tudies
n> L®Planning
and market trends analyses. NPV features three divisions, created to Public Outreach Meetings
better serve clientswith high quality, innovative and responsive consulting DemographicAnalysis
servicesin all aspectsof environmental planning. The three divisions are: PlannedDevelopment District
(PDD)Planning
b Environmental and Community Planning Division: prepares Local
Watershed Fbvitalization Programs (LWRPs), long-term planning INSIITLMONALPLANNING
studies, economic planning studies, market analysis, corridor District Mapping
redevelopment studies and revitalization plans. Effective SpatialAnalysisofCall Database
community outreach strategies are developed and tailored for each Needs Assessment
project and the community in which the project istaking place. DemographicAnalysis
59QR,4 Administration
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
Environmental Resource and Wetland Division: prepares Sormwater Pollution Prevention Plans
(SNPPPs), stormwater modeling and green infrastructure planning and implementation, ecological
planning, Watershed Management Plans, other scientific studies, and landscape restoration. This
division assistsciientsthrough permitting and SEORAprocesses.
Phase I/II ESA and Remediation Division: prepares Phase 1/11 Environmental Ste Assessments with soil
and groundwater sampling services, lead based paint, asbestos, radon, and mold inspection services,
and all formsof environmental sampling.
With significant experience in long range planning efforts for municipalities across Long Island and throughout
New York Elate, NPV believes in planning before action and applies recognized planning methodologies to
prepare creative action oriented strategies for our clients. Planning studies typically include various forms of
stakeholder involvement, as appropriate, for a specific project. NPV excels at public outreach/education,
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. In addition, NPV can assist with
securing funding for implementation, as well as in grant administration. NPV has staff with nationally
recognized credentials from the American Institute of Certified Planners and Certified Ecologists, Landscape
Ecologists and Geologists.
N&P Engneers& Land Surveyor PLL(', d/b/a as Nelson & Pepe, Engneers& Surveyors(N&P) is our multi-
disciplined civil engineering and surveying affiliate. They bring engineering solutions to transportation issues
and will be a key collaborator for addressing traffic and pedestrian safety issues that could arise with new
commercial development located in an already busy intersection. N&P routinely integrates engineering and
environmental management in design plans of complex and innovative projects. The relationship between N&P
and NPVwhoshare offices in Melville, providesfor a seamless integration of services.
The NPV team is highly qualified in the services required by this R-,quest for Proposal, making us an excellent
candidate to select for the execution of this contract. As a local firm, NPV has significant local experience and is
currently assisting municipalities in various planning assignments for the Towns of S:)uthold Planning Board,
Town of Oyster Bay, the City of Glen Cove, and the Villages of Bellport,Westhampton, Woodsburgh, Sag Harbor
and S:)uthampton as well as several municipalities in the Hudson Valley R-,gion that are managed through our
Fbckland County Office. Our work with several municipalities includes application and planning reviews, SRA
analysis, regional planning studies, resource evaluation, planned development districts, code modifications and
master planning initiatives.
Breslin Appraisal Co. is a full service real estate company involved in the appraisal of all types of property in
addition to real estate sales, management, leasing mortgaging and consulting work. Breslin Appraisal Co. is
engaged in all forms of real property appraising including residential, commercial, industrial and special
purposes.
Our team's qualifications are detailed in SectionlVof thissubmission.
� , f
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
Project Understanding
It is our understanding that the Town of Southold Town CAde requiresthat the Ranning Board conduct a Market
and Municipal Impact Analysis for retail stores with a floor area over 6,000 square feet (SF), in an effort to
determine that such development will not have an undue adverse impact on the community. It is our
understanding that the Town of Southold Ranning Board has received an application for the Brinkmann
Hardware Sore, a proposed 20,000 T retail store occupying two buildings, located at 12500 Fbute 25 in
M attituck.
NPS/understands the need to examine the projected impact of new commercial development. We understand
the unique forces that are at play within the local market in Southold, and believe that a thorough analysis of
the market is a necessary component in keeping with the community's character and long-term sustainability in
the local economy. A market analysis that examines the demand for new commercial space, specifically a
hardware store, and compares it to the supply of existing establishments will assist the Town in understanding
the need and viability for such a use in Mattituck. Likewise, the development will impact the local community,
in terms of traffic safety and pedestrian connectivity in an already busy intersection in Mattituck. The impact
on the local economy — the tax base, employment, costs to provide services and public revenues are all
important factorsto examine and understand during this planning process.
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
11: WOW PLAN
Market and Municipal Impact Analysis
NPV`welcomes this opportunity to assist the Town of SDuthold in the preparation of this Market and M unicipal
Impact Analysis.
In preparation of the analysis, NPS/will first identify and quantify the need for the Hardware store of this scale,
by analyzing the relationship between the supply of existing comparable uses and demand for such uses in the
target market area. NPS/will evaluate the demographics, socioeconomic characteristics and consumer trends,
and analyze the existing comparable usesto reveal feasibility and sustainability of the proposed development.
Findings and recommendations of our market analysis will be tailored to the surrounding community within a
reasonable drive time for the proposed use and will provide the data necessary to determine the viability of the
proposed project, as well as the impact that it will have on the local community, businesses and general
economy. Sich impacts include those on the local tax base, employee housing,job creation, property values,
traffic and pedestrian safety issues. These steps are outlined in greater detail, below.
THE BQ Sn NG LOCAL RETAI L MARKET, INCLUDING MARKET SHAFT I F APPU CABLE
It is important to recognize various considerations and concepts affecting viability for a new hardware store in
Mattituck and the surrounding communities and along the north fork. The first of these criteria isto identify the
target market area. This will establish the boundary from which interest will be drawn for a hardware store at
the proposed location along Fbute 25 in Mattituck. The target market area will be broken down into the
primary market area and the secondary market area, differentiated by their location and proximity to the site.
The primary market area will likely consist of local consumers: year-round residents and employees within the
immediate community. The secondary market area will include seasonal residents and visitors within a more
regional market to be identified as part of this analysis.
The target market area will be evaluated and based on several key factors including retail industry patterns,
physical geography, access, retail concentration and established trade area criteria for this type of commercial
development. Data sources including the International Council of Shopping Centers(ICSC), Urban Land Institute
(UU) and commercial data providers including Nielsen caritas Market Fbsearch and/or Environmental E,stems
Fbsearch Institute, Inc. (ESI)will be utilized.
Fee: $1,250.00
2. THE SUPPLYAND DEIVI AND FOR LOCAL REM LSPACE
Once a target market area has been identified, NP\/will examine the market demand for additional commercial
space, specific to a hardware store comparable to the proposed use,within the target market area. Thistype of
use must be supported by the local market in order to be viable and sustainable in the community. As such, the
market demand is largely dependent on local construction and building operations, as well as the residential
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
population within the target market area—including both year-round and seasonal residents within the primary
and secondary market areas.
NP/will examine the demand for new commercial development specific to a hardware store in Mattituck, based
on several determining demographic and socioeconomic characteristics including:
Population trends and projected growth;
Household trends and projected growth;
Household income;
Per capita income; and,
Average consumer expenditures.
This will be conducted through data collected from the U.S Census Bureau, and the Consumer Expenditure
Sarvey (from the U.S Department of Labor's Bureau of Labor Satistics), and commercial data providers
including Nielsen Claritas Market Fesearch and/or ESI. This will allow for a clear understanding of the market
forcesthat are at play,which may affect the demand for an additional hardware store in Mattituck.
Average consumer expenditures will be applied to the projected population to determine future buying power
within the target market area — both primary and secondary. This will be coupled with sales data among
comparable retailers,which will determine the demand for this use within the target market area. Data sources
including the U.S Census Bureau, and the Consumer Expenditure Sirvey (from the U.S Department of Labor's
Bureau of Labor Satistics), IC9C� UU, and commercial data providers including Nielsen Claritas Market Ra'search
and/or ESI will be utilized.
NP/will also examine the supply of existing comparable commercial use, as well as new known developments
which may be planned that will likely serve ascompetition to the proposed Brinkmann Hardware store proposed
in Mattituck. This information will allow for abetter understanding of the opportunities within the community.
Pertinent information related to the supply of existing hardware store useswill include:
Name of retailer;
Location;
Current use;
Sze(when available);
- Condition;
Age(when available); and,
Occupancy stat us.
This analysis will be coupled with sales data retrieved through the U.S Census Bureau, ICRC, UU and commercial
data providers including Nielsen CiaritasMarket Fbsearch and/or ESI.
Fee: $3,000.00
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
3. LOCAL WAGES BEN ER T AN D EN PLOYM ENT
NPV will gather data specific to local wages, benefits and employment statistics—including, but not limited to,
the number of establishments and employees in the community, and region where available. These data will be
presented and analyzed to determine the current state of the local economy as it pertains to those employed in
this specific commercial sector. S:)urces include local occupational wages data published by the New York Sate
Department of Labor, as well as the County Business Patterns database published by the U.S Census Bureau,
and ESI.
Fee: $750.00
4. REVEN UES REfAI ED WITHIN THE LOCAL EOONOM I ES OF THE TOWN OF SOUTHOLD
NPVwill project the fiscal impacts anticipated to be generated from the proposed project. This will indude an
estimate of the assessed valuation based upon the income-approach valuation method, in coordination with the
Town Assessor and Peceiver of Taxes, as necessary. The assessed valuation will be applied to current tax and
equalization rates to project annual property tax revenue generation upon full build-out of the proposed
project, and a summary of the property tax generation to accrue from the proposed project will be provided.
NPVwill summarize the distribution of tax ratablesto the Town of Ebuthold, Saffolk County, the S�hool District,
and other special taxi ngjurisdictions located within the site.
NPV will also analyze annual sales revenues and project the impacts on the local sales tax base and the
distribution among local taxing jurisdictions, annually, upon stabilized operationsof the development.
Furthermore, NPV will examine the economic impacts during both the short-term construction period and
annually, upon stabilized operations of the proposed project. Sich economic impacts include direct, as well as
indirect and induced (spin-off) impacts on employment, labor income (wages) and output (construction costs
and sales revenue). This analysis will include a summary of the revenues that are retained both within the local
economies of the Town, as well as the regional economy(Siffolk County). This economic impact analysis will be
conducted through the IM PIAN economic modeling software.
Fee: $5,500.00
5. PUBU C S9RVI CE AND FACT U TI ES COST
NPV will quantify the cost to provide public services to the proposed development, including police protection
and fire services. This will be done in accordance with the industry-accepted per-capita method of projecting
costs, and will be based upon municipal expenditures, the distribution and assessment of parcels by property
class, and the number of local employees. The costs to provide services will be compared to the tax revenue
generated (as calculated in Task 4), to determine the net impact on munidpal services (which will be further
examined and quantified in Task 6).
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
N&P will assist the Town of Southold with the review of the site plan application submitted to the Town of
Southold Planning Board with respect to the Traffic Safety Review, on site circulation, pedestrian safety and
connectivity issues.
Encineering(Planning Review Services
A Licensed Professional Engineer (PE)will review the following:
On site circulation
Parking layout and adequacy
9gnsand pavement marking layout
Pedestrian safety and connectivity issues
Estimate trip generation of the proposed site (based upon) (Institute of Transportation Engineers
Trip Generation Manual)
Provide assessment (not actual capacity)of proposed additional trips.
k Provide the appropriate commentsto the Town Board for the review/modification.
Provide commentson need for traffic impact study and/or signal warrant analysis
Fee: $3,500.00
Additional Submissions/Meetings
N&P/NP\/to review subsequent submissionsfor adequacy in addressing comments and if warranted
provide additional comments.
Attend meetings,conferencesand perform additional services not specified herein, at the request of
the Town Planning Board.
Fee: Time Rates
6. PUBLJCREVENUES
This task will examine the findings from Task 4 and Task 5, to determine the net impact on municipal services—
including the local school district, Town, fire district, and other local taxing jurisdictions. NP\/will examine and
outline any known/disclosed applicable tax incentives that the applicant may be seeking from local industrial
development agencies and/or other funding sources, as well as additional revenues for public improvements
that the applicant may be considering as part of the development.
Fee: $1,500.00
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
7. 1M PACTS ON M UNI aPAL TAXES
This task will build upon Task 4, and in coordination with the Town Assessor and Receiver of Taxes, NPV will
quantify the impact on municipal taxes, specifically how the inclusion of the proposed project (upon full build-
out and assuming a stabilized year of annual operations) on the Town's tax roll could impact the local school,
County,Town and other special jurisdiction tax rate, aswell asthe average homeowner residing within this part
of the Town of Southold.
Fee: $1,500.00
8. IMPACTSOFPROPERTYVAWESIN THECOMMUNITY
NPVwill retain the assistance of Mr. .bhn d Breslin, I., who will address the impacts on property values in the
community as a result of the proposed Brinkmann Hardware development. Mr. Breslin will visit the site, record
site information and collect photography, research the site area and real estate conditions, review the proposed
project and assess the proposed project in order to offer a professional opinion regarding impact on property
values in the community surrounding the proposed commercial use. A letter report documenting the
assessment and findingswiII be provided.
Fee: $2,500.00
Additional Submissions/Meetings
Testimony, hearings and meetings will be based on time rates, but are not expected to be necessary. Time rates
for principal: $275/hour and$200/hour for senior associate.
Fee: Time Rates
9. EFFECTS ON RETAI L OPERA11ONS I N THE SURROUNDI NG M ARKEf AREA
This task will build upon Task 1 and Task 2, through the preparation of a leakage analysis. Sich an analysis
examines the relationship between the demand for an additional hardware store and the supply of existing
retailersto determine if the existing businesses located within the target market area are capturing the full retail
sales potential of the consumer base. The analysis will identify if the proposed development could be absorbed
and supported in the local community, aswell as how it would affect existing comparable businesses established
in the target market area.
The demand will represent the average consumer expenditures among households located within the target
market area for this type of commercial establishment. The supply represents the actual sales revenues
generated by the existing businesses located within the target market area. The findings of the leakage analysis
will reveal the prevalent opportunity gap or the surplus of such commercial development within the study area.
NPV will analyze these findings and identify unmet demand or saturation in the local market. Data sources
including the Consumer Expenditure Sirvey, as well as commercial data providers such as Nielsen Caritas
Market Pesearch and/or ESDI will be utilized.
Fee: $2,000.00
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
10. EM RJDYEE HOUSING NEEDS
This task will build upon the findings of Task 3 and compare average income levels with housing values in the
local housing market to determine if employees of the proposed development would be able to afford housing
in the immediate community. S.ich housing includes both owner-occupied and rental options. Data sourceswill
include but are not limited to fair market rents and income limits published by the U.S Department of Housing
and Urban Development, aswell asthe American Community SArvey, as published by the U.S Census Bureau.
Fee: $1,000.00
11. THE TOWN OF SOUTHOLD'SABI UTY TO IM PLBVI ENT I TS OOM PREHENS VE PLAN DONS STENT
WITH THE PROPOSED PROJLT.
Professional planners(AICP)of NP\/will review the Town Comprehensive Ran as related to the proposed project
and provide an assessment of conformance with the Comprehensive Ran. A professional opinion will be
rendered with regard to the Town's ability to implement the Comprehensive Ran consistent with the proposed
project.
Fee: $1,500.00
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
Timeframe& Work,%Wdule
Our team is available to begin work on this project immediately. It is understood that the Market and Municipal
Impact Analysis are required to be completed within 90 days from the receipt all materials requested by the
applicant.
This project timeline assumes that the contract is awarded within six (6) weeks of today's date, with a
S✓ptember 2018 start date assumed. It is anticipated that the Market and Municipal Impact Analysis will require
approximately three (3) months for completion. We expect that the draft report can be completed by
November 2018, and that the final draft and revisions can be submitted by December 2018, provided that a
start date is imminent. It is important to note that the project timeline is an estimate, and changes in the start
date and/or other delays may result in a revised timeline.
Proposal Submitted
Consultant S✓lected
Initial meetingwith Ranning Board and Planning Saff, and
Task 1 identifications of any materials to be requested of the project
sponsor/applicant
Conduct the analyses necessary to assess the projected impacts to
Task 2 the eleven items listed in the RFP and draft the market and
municipal impact analysis report
Provide initial draft to the Ranning Board for review,answer
Task 3 questions, and discuss revisions if necessary(either in person,or
via email and telephone)
Task 4 Revise t he report, if necessary, and provide fi nal draft to t he
Ranning Board
Deliverable
NPV`wiII provide two submissions via hard copy and digital copy of the following documents:
Draft Market and Municipal Impact Analysis Report
Final Market and Municipal Impact Analysis Report
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
The number of hard copieswill be determined by discussion with the Ranning Board at the time of printing, and
M icrosoft Word and PDF copies of the document will be provided either by CD-ROM or Uf flash drive with an
option to provide via a Dropbox link. In addition, N&P/NPS/will provide technical memos as appropriate during
the review that can be incorporated into the Ranning Department Saff Peports providing any comments
related to site plan review. Memoswill be provided asa PDFfor printing.
Page11
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
III: PELEVANT PRO,3CT EXPER ENCE
Many of our clients know of our high-quality services in market analysis, fiscal and economic impact analysis.
This expertise has allowed NPV to complete quality fiscal and economic impact studies since the company was
formed in 1997.
Our fiscal impact analyses identify project benefits in terms of tax revenue projections and demand for
community services from various providers. Our economic impact analyses concentrate on an expanded
quantification of project benefits including job generation during the construction and operation of
development, projected salaries, consumer spending, sales tax generation from spending and other economic
"ripple effect" benefits. It is critically important to understand the full benefits of new development on a local
economy, and how the development will impact local businessesand neighboring properties as well.
NPV has a track record of completed, successful and built projects involving fiscal impact analysis, demographic
assessment, market studiesand customized analysesof community service related impacts in nearly all Towns in
Nassau and Siffolk Counties. NPV s economic planning expertise can be integrated into economic development
strategies, project feasibility, balancing of mixed-use project scenarios, community development and assistance
programs and needs assessments. The following highlights some of the projects that involved fiscal and
economic analyses as well as demographic analysis and market study work. In addition, N&Ps work in traffic
impact analysisand parking utilization are highlighted.
ECONOM IC DEVELOPM ENT CHAPTER OF THE COM PREHENSIVE PLAN UPDATE, TOWN OF SDUTHOLD
In an effort to achieve the Town of Southold's vision, five goals and
numerous objectives were formed to provide direction for future
decision-making pertaining to the Town's economy. Much of the
Town's economic vitality is based on the Town's unique rural,
historic and maritime-based character as well as its natural
resources. NPV prepared the economic chapter of the
Comprehensive Ran Update for the Town of Southold to allow for
the formation of appropriate recommendations and implementation
strategies focused on long-term economic sustainability throughout `
t he Town.
One of the specific tasks involved with the economic chapter of the Town's Comprehensive Ran is the
zoning/build-out analysis. The Town of S:)uthold is facing development pressure and is concerned about the
impact that the current zoning may have on the Town's resources. The Town of Southold prepared a build-out
analysis of several zoning districts, and NPVfunneled these findings into a model to assessthe regional impact
of full build-out and modified development scenarios. Ensuring quality of life, protection of environmental
resources, housing needs and maintenance of the tax base were key elements of the model. This project
involved the creation of a model to synthesize multiple evaluation factors to analyze the impact of full build
out of the Town of Southold under its current zoning. This project is an impact of full build out of the Town of
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
Southold under its current zoning. This project is an updated to a similar project completed for the Town in
2003. The Chapter was completed by NPVfor the Town in M arch 2010.
LAWRENCE AVIA11ON SUPEITUND 9 TE REIJSE FEAST E LJTY STUDY, PORT,FFFERSON STA-nON, NY
NP/was retained by the Siffolk County Landbank Corporation(SaBC)to prepare
a Ste Reuse Feasibility Sudy for the 125-acre Lawrence Aviation Industries
Siperfund site that is located in the hamlet of Fort .Jefferson Elation, Town of
Brookhaven, New York. The goal of Feasibility Eludy, which was completed in ,
early November 2017, was to help the SC;L.BCto identify the highest and best use
of the subject property so that it can be marketed for sale to a developer with the
goal of being put back into productive use and back on the tax rolls. This reuse
feasibility study considers a variety of factors and included an inventory of the
existing setting and surrounding area; identification of factors that influence
redevelopment potential of the site such as surrounding land use, land use plans, r
zoning, roadway access, topography and environmental history; review of
available environmental documentation from the United States Environmental Protection Agency and New York
Sate Department of Environmental Conservation and identify potential additional testing requirements prior to
redevelopment; the preparation of a market trends analysis to identify potential reuse options; preparation of
conceptual site reuse alternatives; incorporation of a property baseline appraisal and variations for each
redevelopment scenario; and, preparation of a comparative analysis of redevelopment scenarios including
building area, number of lots, relative valuation, tax generation, job creation and economic impacts, and
approvals to assist the SCLBCin making a decision regarding purchase of tax liens on the property to allow sale
of the property and ultimately redevelopment.
COM M ERCIALMARKErANALYSS FOR M®FORD LAND USE PLAN
- _ NPV prepared a Commercial Market Analysis as a part of the Medford Land
Use Plan for the Town of Brookhaven. The Commercial Market Analysis
served to assist the Town of Brookhaven in identifying and quantifying the
_x gaps within the existing retail corridors in the hamlet of Medford. In order
to identify the opportunity for new commercial uses within the hamlet of
Medford, a leakage analysis was conducted. This analysis examined the
-_";- demand for and supply of various industry sub-sectors to determine if the
existing businesses located within the target market area were capturing
— -. the full retail sales potential.
rwurzc i
owvE nNE wnr
The finding s of the CommerdalwMnYarket Anal siswere incurp orated into the Medford Land Use Ran and served
as a planning tool for the Town to examine possible future zoning changes, as necessary.
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
NORTH SEA ROAD-WI NDM I LL LANE OFR CE BUSINESS DI STRI CT ZONI NG STUDY
Nelson, Fbpe & Voorhis provides planning services to the Village of S:)uthampton, including both day to day
review services, S I A administration and special studies, such as this planning and zoning study for a gateway
to the Village. Currently, the Village is considering adoption of the North Saa Fbad-Windmill Lane Office
Business District Zoning Sudy which recommends a new overlay district to permit limited retail services in a
district which permits office use currently.
The study inventoried existing conditions, performed a
comprehensive assessment of the adequacy of the district's zoning .,;.
regulations, identified issues or obstacles to address land use needs, -
and developed a viable strategy to resolve identified deficiencies and
a blueprint for future success. __ ►'��i�
The study also included a full retail and office market analysis to PH
assess the relative need for these uses and marketability of
properties within the district that permit only office and related uses. Currently there are several pre-existing
nonconforming retail land uses in the study area. 9bme of these land uses have been operating for many years
and have had considerable success in providing necessary goods and services to the community and maintaining
avalued presence-without competing with the Village business district.
The result of this study, if adopted by the Village Trustees, will be an amendment to the Village Comprehensive
Plan, and a framework for future Zoning Code amendments that will improve future land development within
the study area. The Village Ranning Commission is currently holding public hearings on the study.
TOWN OFRIVERHEAD BROWNREIDOPPORTUNITYAREA(BOA) NOMINAMON STUDY
1 _E S_Y mPP_ �TUN-T I_E 5 NP&V was the lead project consultant for the
5511 OFMAP -
Town of Rverhead Brownfield Opportunity Area
MGM
Nomination Sudy, a project funded by the NYS
DOS NP&Vteamed with Nelson & Pope (N&P),
Sustainable Long Island (JJ), and Hawkins
Webb Jaeger (HVq which was completed in the
ww� ; ' '' spring of 2016. The main goal of the BOA
EkkRl Y40k OFprogram is to provide communities with the
tools they need to overcome obstacles to
redevelopment and to return underutilized or abandoned properties to productive use. The Town identified
critical needs as rebranding and a website to highlight the attractions and businesses within the area, and
preservation of historic structures. A major transportation planning effort was included to ensure that planned
growth can be accommodated by the existing roadway network and if not, how expanded public transportation
and pedestrian/bicycle improvements can alleviate the need for significant roadway improvements and
decrease the level of vehicular traffic generally associated with development. NP&V conducted the majority of
the project components including resource analysis, demographic analysis, regulatory, land use and zoning
� , t
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
characterizations, preparation of an Economic and Market Trends Analysis, and an area wide environmental
assessment. The project incorporated an extensive community outreach component, action-oriented planning,
and the development of scenarios which seek to overcome obstacles to revitalization in downtown Rverhead
and at the gateways along Fbute 25. The community outreach included two public open house format
workshops and an extensive community survey. In June of 2014, the project was recognized by the New
Partners for Community Revitalization as one of five "Outstanding BOA projects" at the annual Brownfields
Simmit in Albany. Acopyof the Final BOA Nomination and presentation materials from open houses and Town
Board work sessions are available on the Town of Rverhead website at:
httP://www.townofriverheadny.gov/pView.aspx?id=38896&catid=l 18.
BELLPORT NI CHE M ARKET& BRANDI NG PLAN& BUI LD-OUT/TAX BASE ANALY9 S5 TOWN OF
BROOKHAVEN
NPS/ and Hawkins Webb & Jaeger (HWJ), an NPS/
affiliated firm, worked with the Town of Brookhaven
on a niche market and branding plan for the Greater
Bellport community. The focus of this plan was too
form a set of recommendations that outline the `.
necessary steps that members in the Greater Bel Iport
community can take in order to successfully create a
sense of place, community pride and positive
perceptions through a more niche-oriented position in the local market. NPS/recommended various initiatives
to make the Greater Bellport community unique and marketable, creating a place that people want to be,where
people are comfortable, and a place that people remember and come back to time and again. Creating key
planning renderings, and overlay goals, HWJ developed visualizations to gain community support, gain
momentum for the Town and provide attainable goals for the rebirth of a community. The niche market and
branding plan strives to promote the community's niche market to new residents, visitors and economic
development opportunities alike, offering the Greater Bellport community the opportunity to develop a theme
that they want to be known for.
NPS/ also created an Excel model to compare tax assessments for various land use scenarios to ensure an
adequate tax base to support increased growth in school population without disproportionate increases in
residential tax rates. This model was prepared to allow the Town Planners to test assumptions for future
development and analyze various alternatives in an automated fashion,
allowing for easily comparison of scenarios and results. The model helps to
provide a reality check for future planning with respect to provision of
quality community services, and may provide support for creating additional
commercial tax base within the district. An additional product was created
as a user-friendly model to estimate allowable floor area for properties
dependent upon their Zoning District and property size.
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
SOUTHAM PION VILLAGE ON-CALL PLANNI NG CONSULTANT
NP&V has served as the Village Environmental and Ranning Consultant for the Village of SDuthampton since
2006. In this role, NP&V provides day to day consulting services for each of the Village boards including
application review, coastal and wetland permit review, wetland delineation, and SMRA review and
administration. Day to day activities include review of applications, coordination with applicants and involved
agencies, preparation of resolutions and decision documents and presentation of project reviews and reports to
the Village Boards. Our affiliated firm, Nelson& Fbpe serves as Village Engineer.
NP&V also provides watershed management planning, design consulting and conducts special projects as
needed, including a watershed management plan for Lake Agawam whose recommendations are being
implemented. In 2013, the Village adopted an addendum to the Comprehensive Ran specifically to meet the
needs for preserving the character while planning for growth of the historic downtown village business district.
In association with adoption of the new zoning regulations, NP&V performed a c:EORAanalysis which included a
build out analysis to assess the potential change in building area and relative impacts for full build out under
current and proposed zoning regulations.
DOWNTOWN FARM I NGDALE TRAM C I M PACT STUDY, FARM I NGDALE, NY
Nelson & Fbpe conducted a detailed cumulative Traffic Impact Sudy for
Downtown Farmingdale as part of the Village's Downtown Master Ran.
N&P identified traffic impacts that would be created by the Village's
preferred build-out scenario and developed mitigation measures based *. •
on a detailed assessment of the current and future deficiencies J
associated with geometry,traffic control, signal operations, existing and
future capacity limitations to successfully improve traffic operation r
within the downtown area with minimal impact to the community.
SOUTHAMPTON VI LLAGE PAN NG STUDY, SOUTHAM PION, SUFFOLK COUNTY, NY
i; Nelson& Fbpe was retained by the Village of SDuthampton to perform a parking study
m I of the primary lots and on-street parking areas in the downtown area of the Village of
SDuthampton. The study identified the peak parking periods and associated peak
occupancy by location, calculated the average parking duration and turnover by
location and provided recommendations to improve parking efficiency within the
MI Iage.
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
IV: PROJECT OMANIZA ON
Resumes of key personnel staff are provided in Appendix A. The individuals primarily responsible for each of
the specific areas are identified in the Project Team Organizational Chart shown below. Following the
organizational chart are descriptions of the key personnel that would be involved with this assignment.
-0
(Fbint of Contact with Town)
Charles Voorhis,AICP, CEP
Managing Partner
Nelson, tape& Voorhis
- `• -�- of
N&PBVGNEERS&LAND
` /-►
Nicole Dellavecdmia
John J Breslin,1., Esq. Economic Analyst/R'anner mph Pecora, PF, PTOE
Resident Task Manager
Jonathan Lockman,AICP Osman Barrie, PF, PTOF, PTP
Rincipal Environmental R'anner Traffic Engineer
Matthew Mattera
Traffic Engineer
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
Name Title Key FZole
CharlesVoorhis,AICD, CEP Managing Partner Principal-in-Charge—quality
control review
-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------F-----------------------------------------------------------------------------------------------------------
Nicole Dellavecchia I Economic Analyst/Ranner Project Manager-preparation of
all deliverables
--- ------------------------------------------------------------------------------ ----------------------------r--------------- ------------- ----------------------------------
,bnathan Lockman I Principal Environmental Ranner Ranninganalysis
Charles J Voorhis, CEP, AICP, the managing partner of the firm has over 35 years of diverse government and
private sector planning and environmental problem-solving experience. Mr. Voorhis has managed municipal
projects including regional and local planning studies,wetlandsand shoreline restoration, environmental impact
statements, permit compliance and environmental analysis. He served in the position of Director of
Environmental Protection of the Town of Brookhaven, supervised the environmental implementation of the
Town of Brookhaven Comprehensive Ran Update and secured grants under the Local Waterfront Fevitalization
Program. As a private consultant for over 23 years, Mr. Voorhis has managed environmental planning and
analysis of large scale planning and development projects throughout Nassau and Siffolk Counties. F;bcent
projects include stormwater management studies on the north and south shores for the Town of Brookhaven
and Town of Islip, completion of the Water Sipply Management & Watershed Protection Srategy for the Town
of Southold, completion of the Siffolk County North yore Embayments Watershed Management Ran, and
completion of the Lake Agawam Comprehensive Management Ran, as well as numerous environmental impact
statements,wetland and shoreline feasibility analysesand management plans.
Fble: Mr. Voorhis will provide quality control and consistency review oversight for all phases of the project.
Nicole Del Iaveochia (Economic Analyst/Ranner) M s. Del Iavecchia is an economic analyst and a planner with 12
years of experience overseeing the preparation of numerous fiscal and economic impact analyses, as well as
school district analyses, demographic analyses, market analyses and feasibility studies—specific to residential,
commercial, office, industrial, recreational, hospitality, tourism and mixed-use developments. Ms. Dellavecchia
is also responsible for the preparation of niche marketing and branding strategies, economic development
planning, in addition to comprehensive and master planning, zoning studies, tourism planning, public
participation and community visioning processes.
Fble: Ms Dellavecchia will be the lead project management for all economic analysis, will prepare oversee all
deliverables, and will be project manager for all support staff.
Jonathan Lockman, AICP(Principal Environmental Ranner) Mr. Lockman is an Certified Environmental Ranner
with 30+ years of experience in land use and environmental planning, municipal management and citizen
engagement. His expertise covers a broad range including: comprehensive plans and planning studies, zoning
administration, subdivision and site plan review, building inspections, code preparation, and capital budgeting.
In recent years, his area of focus has been on dimate change and sea level rise, where he has assisted state
agencies and municipalities with coastal resiliency planning. In 2013, Mr. Lockman was appointed to a panel at
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
the National Academy of SiJences Transportation Fesearch Board, supervising research on extreme weather
eventsand their effectson Sate Departmentsof Transportation.
Fble: Mr. Lockman will provide planning analysis support.
Engineers& Land Surveyor,
Name Title Key Role
Joseph Pecora, RE, P.T.O.E Task Manager I Task Leader-All Traffic Components,
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------pedestrian-and parking review-----------------------------
Osman Barrie, RE, P.T.O.E Traffic Engineer Traffic, pedestrian and parking review
-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Matthew Mattera Traffic Engineer Traffic, pedestrian and parking review
Joseph G. Pecora, P.E, P.T.O.E has over 46 years' experience in transportation engineering and planning in the
public sector. He was Nassau County Director of Traffic Engineering, prior to being appointed Commissioner of
Public Works for Nassau County. Mr. Pecora was also responsible for the operation and maintenance of the
County's Centralized Computer Traffic Sjstem. Similar projects that Mr. Pecora was the Project Manager for
include the Hauppauge Industrial Park Transportation Panning Study, the Downtown Farmingdale Master Ran
Transportation Study and Glen Cove Mansion and he was intimately involved in the Village of Hempstead
Downtown Overlay Zoning Traffic Impact Study. Mr. Pecora is will provide quality assurance as needed and is
available to assist with traffic multi-modal analysis and evaluations.
Fble: Mr. Fbcora will be the lead project management for all traffic, pedestrian and parking analyses, and will
provide project manager oversight for all support staff.
Osman Barrie, RE, P.T.P., P.T.O.E has more than 15 years' experience in traffic engineering, transportation
planning, transit planning and civil engineering for both private and public/municipal projects. Specific
experience involves managing and performing traffic and transportation planning studies including traffic impact
and assessment studies, accident analyses, traffic signal warrant analyses, parking assessment studies, concept
designs and internal roadway design/analyses as well as conducted traffic reviews for diverse developments.
Fblated projects: Mr. Barrie wasthe Project Manager for the Rverside OverlayZonesll,9 Village of Hempstead
Downtown Overlay Zoning TISand Huntington Station Gateway Development TISand was Project Engineer for
the Hauppauge Industrial Park Transportation Panning Study, the Downtown Farmingdale Master Ran
Transportation Study, and the SDuthampton Village Parking Study. Mr. Barrie will perform the multi-modal
analysis and evaluations for transportation congestion and prepare the written document and participate in
meetingswith the boardsand community.
Fble: Mr. Barrie will prepare traffic, pedestrian and parking analyses and deliverables, and will coordinate with
support staff.
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
Matthew Mattera of Nelson & Pope our affiliate has over 10 years of experience in traffic engineering and civil
engineering for both private and public/municipal projects. Specific experience involves performing traffic and
transportation planning studies including traffic impact and assessment studies, parking assessment studies,
traffic signal warrant analyses, accident analyses, traffic signal plans, pavement marking plans, maintenance and
protection of traffic plans, and concept designs. Mr. Mattera will assist Mr. Barrie in performing the multi-
modal analysisand evaluation for transportation congestion aswell as identify optionsto create safe streets.
Fble: Mr. Mattera will assist Mr. Barrie and Mr. Fbcora in the preparation of traffic, pedestrian and parking
analyses and deliverables
Breslin Appraisal Co.
Name Title Key Role
,bhn J Bresl i n, 1.,Esq. President Property value impact analysis
---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
John J Breslin, 1. (President) is a President of Breslin Appraisal Co., a full service real estate company involved
in the appraisal of all types of property in addition to sales, management, leasing mortgaging and consulting
work. M r. Breslin is a Certified General Foal Estate Appraiser, licensed Foal Estate Broker, and a New York Sate
licensed attorney with a law office practice in Huntington, NY Mr. Breslin is engaged in all forms of real
property appraising including residential, commercial, industrial and special purposes.
Fble: Mr. Breslin will provide property value impact analysis on the surrounding community.
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
V: COST PROPOSAL
NPS/proposes an estimated cost of $25,500.00 to complete the Market and Municipal Impact Analysis, not
including the two items listed as Time Rates which will be invoiced based upon time expended utilizing our
municipal rate schedule below.
An estimated number of man-hours and direct costs was used to estimate quoted lump-sum cost. Direct costs
for the Market and Municipal Impact Analysis includes fees for commercial and economic impact data
(approximately$1,500) as well as other direct costs. The municipal rate schedule below was used to estimate
the fee and the rates may be used if there are other servicesthat may be requested by the Town Panning Board
but are not included i n t his scope of services.
NPV Partner/Staff Hourly Rate
M anagi ng Partner $225.00
Principal Environmental Panner $150.00
EconomicAnalyst/ Panner $110.00
Administrative Assistant $85.00
N&PStaff Hourly Rate
Task M anager $180.00
Traffic Engineer $150.00
Traffic Engineer $130.00
Breslin Appraisal Co. Staff Hourly Rate
President $275.00
Sanior Associate $200.00
Town of Southold
Market and Municipal Impact Analysisfor the
Brinkmann Hardware Ste Ran Application
A PENDIXA
PJM ESOF KEY PERSONNEL
A�W Appendix A
1 w
Charles J. Voorhis, AICP, CEP L�
NELSON, POPE & VOORHIS, LLC
ENVIRONMENTAL • PLANNING • CONSULTING
Title Professional Experience
Managing Partner of Firm, Nelson, Charles Voorhis is a professional planner (AICP) and a certified
Pepe & Voorhis, LLC; Melville, New environmental professional (CEP) with both private sector and public
York sector experience. Mr. Voorhis has managed municipal projects including
regional and local planning studies, wetlands and shoreline restoration,
Education&Training environmental impact statements, permit compliance and environmental
analysis. Charles Voorhis has over 39 years of professional environmental
■ SUNY at Stony Brook; Master of planning experience, including the position of Director of Environmental
Science Environmental Engineering, Protection of the Town of Brookhaven, supervising the environmental
concentration in Water Resource implementation of the Town of Brookhaven Comprehensive Plan Update
Management, 1984 and secured grants under the Local Waterfront Revitalization Program. As
■ Princeton Associates; Groundwater a private consultant for over 23 years, Mr. Voorhis has managed
Pollution and Hydrology Short environmental planning and analysis of large scale planning and
Course, Princeton, New Jersey, 1983 development projects throughout Nassau and Suffolk Counties. Recent
■ New York State Health Department, projects include a study to eradicate aquatic invasive/nuisance species in
Environmental Health Training upper and lower Canaan Lakes,Yaphank, stormwater management studies
Course, Hauppauge, New York, 1982 on the north and south shores for the Town of Brookhaven and Town of
■ Southampton College of Long Island Islip, completion of the Water Supply Management & Watershed
University; Bachelor of Science in Protection Strategy for the Town of Southold, completion of the Suffolk
Environmental Geology, 1977 County North Shore Embayments Watershed Management Plan, and
completion of the Lake Agawam Comprehensive Management Plan, as well
Professional Affiliations, as numerous environmental impact statements, wetland and shoreline
Certifications&Training feasibility analyses and management plans.
■ American Planning Association,
Washington,D.C. Project Experience
■ National Association of Environmental ■ Great Cove Watershed Management Plan,2011
Professionals,Alexandria,VA ■ Town of Southold Comprehensive Plan Update, Economic Chapter,2010
• Environmental Assessment Association, . Beaver Dam Creek Watershed Management Plan,2009
Scottsdale,Arizona ■ Lake Agawam Comprehensive Management Plan,2009
■ American Water Resources Association, . Southold TDRPlanning Report and GDS, 2008
S;racuse,New York ■ The Residences at North Hills, DEISand FEIS, 2005-06
• New York Water Pollution Control . Town of Southold Comprehensive Implementation Strategy,2003
Association,Riverdale,NY ■ Southampton Agricultural Opportunities Subdivision, DEIS, FEISand
■ Water Pollution Control Federation, Findings,2001
Washington,D.0 ■ Old Orchard Woods, DEISand FEIS, 2000
• Long Island Seaport&EcoCenter,Inc., . Town of Smithtown Armory Park, DOS, 2000
Director,Port Jefferson,NY ■ Town of Southold Water Supply Management &Water Protection
■ Boy Scouts of America,Trained Strategy, 2000
Scoutmaster,Nathanial Woodhull District, ■ Knightsbridge Gardens, DEISand FEIS, 1997
■ Historical Society of Port Jefferson, ■ Camelot Village @ Huntington, DEIS, 1997
Trustee,Port Jefferson,NY ■ Airport International Plaza, DE[Sand FEIS, 1996
■ Environmental Conservation Board, ■ Price Club @ New Rochelle, DEISand FEIS, 1995
Village of Port Jefferson,NY ■ Commack Campus Park @ Commack DOSand FOS, 1994
• Port Jefferson Village,Waterfront ■ Water Mill Shops @ Water Mill DOS, 1993
Advisory Committee,Port Jefferson,NY ■ Town of Brookhaven Land Use Plan, 1987
■ Town of Brookhaven Mount Snai Harbor
Advisory Committee,Medford,NY
Brookhaven Conservation Advisory
Council,Medford,NY
1 w
Nicole Dellavecchia Lam,
NELSON, POPE & VOORHIS, LLC
ENVIRONMENTAL • PLANNING • CONSULTING
Title Professional Experience
Economic Analyst/Planner
Ms. Dellavecchia is an economic analyst and a planner with vast
experience overseeing the preparation of market analyses and
Education&Training feasibility studies, niche market studies and branding plans,
■ Formal training course in the IMPLAN school district analyses, economic development strategies, as well
Economic Modeling System, Minnesota as fiscal (projecting taxes and the impact to local jurisdictions)
Implan Group, 2009 and economic (projecting job creation and associated revenues
■ Master of Urban Planning circulating throughout the economy) impact analyses for
Specialization in International and residential, commercial, office, industrial, recreational, hospitality,
Economic Development, SUNY tourism and mixed-use developments. She has significant
University at Buffalo,2006 expertise in analyzing demographic data and preparing grant
■ Bachelor of Arts-Economics, SUNY applications. Ms. Dellavecchia has been involved with corridor
College at Geneseo, 2004 management plans, local waterfront revitalization plans,
■ Bachelor of Arts-International brownfield development, zoning plans, mall redevelopment,
Relations, Specialization in Economic tourism plans and public participation and community visioning
Development, SUNY College at processes. Prior to joining NP&V in 2009, Ms. Dellavecchia was
Geneseo, 2004 involved in numerous planning initiatives-including public-sector
and private development projects throughout New York's Capital
District, Southern Tier and Hudson Valley region, as well as within
Professional Affiliations, various municipalities/regions in Pennsylvania and Massachusetts.
Certifications&Training
■ American Planning Association
■ State University of New York,College at project Experience
Geneseo, Long Island Regional Alumni
Committee, Member • Fiscal and Economic Impact Analysis: Hampton Classic Horse
■ Ronald McDonald House of Long Island, Show (2018), The Hills at Southampton (2017), Dune Deck(2016),
Volunteer Renaissance Downtowns(New Rochelle, 2015; Huntington
■ Special Olympics of New York, New Station, 2015; Hempstead 2012), Canoe Place Inn(2014),The
York Cty Region and Long Island Meadows at Yaphank PDD(2011), New Frontier(2011)
Region,Volunteer • Commercial Market Analysis: Medford (2014), The Meadows at
Alphi Phi Omega,Alumni Yaphank PDD(2011), Mt.Sinai Village Centre(2011)
■ Residential/Housing Market Analysis: Bellport and East
Patchogue(2017), Brentwood Garden Apartments(2012), The
Canal Property(2012), The Uplands at St.Johnland OCRC(2011)
■ Waterfront Market Analysis: Town of Oyster Bay Eastern
Waterfront Area(20 11)
■ School District Analysis: Mt. Snai Meadows(2018), Jefferson
Meadows(2011), North Manor Estates(2011)
■ Niche Market and Branding Plan: North Bellport (2011)
■ Economic Development Studies: Lawrence Aviation
Redevelopment Feasibility Study(2017); Peconic River/Route 25
Corridor BOA(2015)
■ Comprehensive/Master Planning:Village of Poquott (2011),
Town of Southold-Economic Development Chapter and
Demographics Chapter(2011)
■ American Planning Association Massachusetts Chapter Award
for Outstanding Planning,Clty of Pittsfield Master Plan, 2009
I
1 w
Jonathan T. Lockman, AICD Lam, V
NELSON, POPE & VOORHIS, LLC
ENVIRONMENTAL • PLANNING • CONSULTING
Title Professional Experience
Principal Environmental Planner
Hudson Valley, New York JT Lockman joined NP&V in April 2017. He is an is an AICD Certified
Environmental Planner with 30+ years of experience in land use and
Education&Training environmental planning, municipal management and citizen engagement.
His expertise covers a broad range including: comprehensive plans and
• University North Carolina at Chapel Hill planning studies, zoning administration, subdivision and site plan review,
Masterof Regional Planning,May 1987 building inspections, code and ordinance preparation, capital budgeting
Specialization:Land Use and
Environmental Planning and finance. In recent years, his area of focus has been on climate change
• Cornell University,Ithaca,New York and sea level rise, where he has assisted state agencies and municipalities
Bachelor of Science with Distinction, with coastal resiliency planning. In 2013, JTwas appointed to a panel at the
May 1980 National Academy of Sciences Transportation Research Board, supervising
research on extreme weather events and their effects on State
Professional Affiliations, Departments of Transportation.
Certifications&Training Project Experience
■ Certification:American Institute of
Certified Planners, 1988 Red Schoolhouse Road Corridor Land Use Plan,Village of Chestnut
■ American Planning Association Ridge, NY
Lead author for transportation corridor land use plan for a lightly
developed corridor with access to the Garden State Parkway, subject to
commercial development pressure. Includes existing conditions and
retail market analysis with recommendations for zoning changes and
capital improvements to facilitate appropriate future development.
■ Comprehensive Plan Implementation and Zoning Amendments,
Village of Montebello, NY
Lead author of Zoning Code amendments to implement zoning district
mergers, Environmental Protection Overlay Districts, Historic and Scenic
Road standards,and Zoning to Address Religious Issues/RLUIPA.
■ Development Review for Planning Board,Village of Woodbury, NY
Assist Planning Board with development review and SEQRA processes for
a major Transit-Oriented Design project with 1400 housing units and
mixed uses, adjacent to the Harriman rail station of NJ Transit. Ongoing
review of other projects on monthly agendas.
■ Development Review for Planning Board,Villagesof Chestnut Ridge,
Haverstraw and Pomona, NY,Qty of Gen Cove,NY
Assist Planning Board and Technical Advisory Committee with all
development reviews and SEQRA processes.
■ Comprehensive Plan Update and Zoning Ordinance and Map
Amendments,Town of Fallsburg, NY
Assist Town Board and Comprehensive Plan Committee on revisions to
the Comprehensive Plan and Zoning Ordinance and Map, including
extensive reworking of definitions and standards for religious land uses.
Previous Experience
■ GEI Consultants,Inc.
Coastal Assessment Resiliency Plan,Town of East Hampton,NY
Project Manager of complete coastal resiliency plan for township on the South Fork of Long Island, including
the Village of Montauk. With a vulnerability assessment and benefit cost analyses for various climate change
adaptation,and recommendations for regulatory reforms and managed retreat policies.
■ Belmont Forum/Metropole Project,Broward County,FL,USA,Selsey,West Sussex,UK,and Santos,Brazil
Project Lead for"An integrated framework to analyze local decision making and adaptive capacity to respond
to large scale environmental change, using the COAST Approach." Modeled potential building damages from
sea level rise and storm surge, and assessed the benefit cost ratios for various climate change adaptations.
With the University of South Florida and the National Science Foundation.
■ GreenKeys/Islamorada Matters Projects, Monroe County, Islamorada, Key Largo and Stock Island-Key West,
FL
Project Lead for use of the OOASTapproach to model potential building damages from sea level rise and storm
surge,and to assess the benefit cost ratios for various climate change adaptations.With Erin L. Deady, P.A.and
Stetson University.
■ Sea Level Rise Modeling,Vulnerability Analysis and Decision Support,City of South Miami,South Miami,FL
Project Lead for three case studies on the impacts of sea level rise,storm surge,and inland riverine flooding on
buildings and infrastructure over time, including sequencing of risks over time for each section for the
collection of assets identified.
Catalysis Adaptation Partners,LLC
■ Project Lead for use of the OOASTtool and approach for evaluating sea level rise and surge adaptation options
for the Qty of Kingston, NY and the Villages of Catskill and Piermont, NY, in partnership with the New York
State Department of Environmental Conservation and Scenic Hudson.
■ Project Lead assisting Neinfelder, providing the Economic Impacts component of the Climate Change
Vulnerability Assessment fort he Qty of Cambridge,Massachusetts, using GlSand IMPLAN analysis.
■ Project Lead assisting Parsons Brinckerhoff, using the COAST software tool and approach to determine the
cost effectiveness of adaptive culvert and bridge designs in response to increased rainfall events from climate
change,for the Minnesota Department of Transportation, Rochester and Duluth, MN.
■ Project Lead for the Portland (ME) Society for Architecture, using the COAST software tool and approach to
estimate the vulnerability of the Commercial Street waterfront to sea level rise and storm surge. The project
was funded by the Noyes Foundation.
■ Appointed as member of Synthesis Panel No. 44-08, "Response to Extreme Weather Impacts on
Transportation Systems," National Academiesof Science,National Cooperative Highway Research Program.
Southern Maine Planning&Development Commission(formerly Southern Maine Regional Planning
Commission)
■ Lead Planner for Coastal Hazard Resiliency Tool Project (CHRT), funded by Maine Coastal Program, creating
vulnerability assessments and action plans for adapting to sea level rise,for coastal York County, Maine.
■ Lead Planner in the rewriting of Shoreland Zoning Standards in 15 municipalities in Southern Maine,to comply
with DEPShoreland Zoning Guidelines.
■ Author of Model Subdivision Regulationsfor Use by Maine Planning Boards.
Recent Workshop Presentations:
■ Brownfields Coalition of the Northeast, Northeast Sustainable Communities Workshop, "From Hoboken to
Montauk—Report on Coastal Resiliency Plans for Hoboken, NJ and East Hampton, NY," NJIT, Newark, NJ, May
25,2017.
■ Society of American Military Engineers, Savannah Post, EWeek Technical Training Conference, "Rood
Resiliency Planning with Modeling of Potential Cumulative Damages," Savannah,CA, February 22-23,2017.
■ Suffolk County Village Officials Association, Spring Conference, "Planning Adaptation Strategies with Benefit
Cost Analysis for Sea Level Rise,Storm Surge,and Increased Rainfall," Riverhead, NY, May 10,2016.
■ Chemistry Council of New Jersey, Annual Spring Conference, "Modeling and Benefit Cost Analysis to Optimize
Responses to Storm Surge and Sea Level Rise: Applications for Oil Refineries & Other Industrial Sites,"
Calloway, NJ, May 2-3,2016
■ American Society of Civil Engineers, Coasts, Oceans, Ports& Rivers Institute, North Jersey Branch, "Use of the
COASTTool in Benefit Cost Analysis of Adaptation Strategies for Sea Level Rise, Storm Surge, and Increased
Rainfall, Fairfield, NJ, November 12,2015.
MW
Joseph G. Pecora, P.E., P.T.O.E.
NELsoN&POPE
ErigI SEERS&SURVEYORS Transportation & M u n i a pal Site Department
Education:
Professional Profile
BSEE, Brooklyn M r. Pecora has over 43 years' experience in transportation engineering, planning, and
Polytechnic Institute operations in the public sector. Mr. Pecora wasthe Chief Transportation Engineer for
Nassau County serving as Director of Traffic Engineering, prior to being appointed
Registration/Certifications: the Commissioner of Public Works for Nassau County. Mr. Pecora was also
Professional Engineer: responsible for the operation and maintenance of the County's Centralized Computer
New York, Florida Traffic System.
Professional Traffic The Traffic Engineering Office was also responsible for the signing and marking of
Engineer: California approximately 2,200 lane milesof roadways aswell asthe operation and maintenance
of various street lighting for the County facilities and bridges. As Director of Traffic
Professional Traffic Engineering, Mr. Pecora was responsible for managing and implementing the
Operations Engineer County's transportation program while at the same time being sensitive to the needs
Yearswith This Firm: 11 and concerns of both the residences and elected public officials.
Yearswith Other Firms:35 As Commissioner of Public Works for Nassau County, Mr. Pecora managed the
Divisions of Highways and General Engineering, Road Maintenance, Sanitation,
Affiliations: Building, Traffic Engineering and Administration that comprised the Department of
Institute of Transportation Public Works. This involved a staff of approximately 950, with an operating budget
Engineers(ITE) of$80 million and acapital construction budget of$100 million.
National Committee on Mr. Pecora hasserved on the National Committeeon Uniform Traffic Control Devices
Uniform Traffic Control (M UTCD) since 1992. Hewas involved in writing the 2000, 2003 and 2009 editions of
Devices(M U TCD) the Manual on Uniform Traffic Control Devices and is currently involved in writing
the 2016 edition.
American Public Works
A ssoci ati on Experi ence
Com m era al
Homewood Suites H ilton Hotel, Carle Place
M r. Pecora conducted a traffic impact study to assess the impacts for a proposed hotel
and office building. Traffic analysis will be conducted at the study intersections with
and without the traffic that will be generated by the proposed development to
determine the impact on thestudy arearoad network.
West Sayville Fire Signal
The project involved the rebuilding of the existing fire signal located on Montauk
Highway at Cherry Street for the West Sayville/Oakdale Fire District. The plans were
prepared in accordance with current Suffolk County DPW standards and in
compliance with the Manual of Uniform Traffic Control Devices.
N dRAW
SP NELsom&PopE
EI 91NEERS&SURVEYORS
Suffolk County
I mprovements at the I ntersections of CR 51 @CR 94 and CR 63 @CR 104/N YS 24,
Riverhead
M r. Pecora is the Traffic Task Leader for this intersection improvement project which
entails the reconfiguration of the existing traffic circle into a modern roundabout
along with other related traffic improvements. The project entails analyzing traffic
counts and data, creating and applying growth factors to the traffic data and, using
VISSIM software, determining the lane configurations needed to achieve an
acceptable level of service for a modern roundabout in an effort to address traffic
congestion and safety concernsin thedowntown Riverhead area.
Hauppauge Industrial Park Traffic Study, Hauppauge
Project Manager for a Transportation Planning Study of the Hauppauge Industrial
Park. The primary objective of the project was to develop short and long-range
realistically executable plans to improve the current physical and/or traffic
operational deficiencies in the project area, specifically the routes taken to various
origins/destinations, identify the causes of congestion, and evaluate how the
congested locations can be mitigated to improve the overall traffic flow within the
study area.
Long Island Expressway Service Roads M UTCD Compliance
Project M anager for this project which consisted of a pavement and roadway study of
25 miles of the LIE North and South Service Roads. The project involved field
verification of pavement markings and inventory of approximately 1200 signs,
preparation of a report evaluating all existing pavement markings and signs in
conformance with M UTCD and report of all signs and pavement markings requiring
modificationsin thefinal report.
Town of Oyster Bay
Town Beach Study
Project Manager for a traffic study to address existing traffic concerns in the Town
Beach parking lot and access points. The study examined alternatives to improve
traffic flow through the congested parking lot access and to determine what
improvements can be made to both ingress and egress to the Town's park.
I nstitutional
Turtle H ook M iddle School TrafficStudy, Uniondale
This project involved a complete study of both the on-site and off-site school traffic
circulations, in order to improve operations at the Turtle Hook Middle School. The
project involved off-site improvements to the surrounding roadways and also
included a traffic study to determine the need for a left-turn arrow at the school's
entrance.
�► � Osman Barrie, P.E., P.T.P., P.T.O.E.
EN91NEERS&SURVEYORS T ran sportati on & Municipal Site Department
Education:
Professional Profile
ME-Civil Engineering Mr. Barrie has more than 15 years' experience in traffic engineering, transportation
(Transportation
gineering), City College planning, transit planning and civil engineering for both private and
Enle
of gineery University public/municipal projects. Specific experience involves managing and performing
New York traffic and transportation planning studies including traffic impact and assessment
studies, accident analyses, trafficsignal warrant analyses, parking assessment studies,
MSCE—Water Resources concept designs and internal roadway design/analyses as well as conducted traffic
Engineering, University of reviews for diverse developments for a number of Townships in New Jersey. Mr.
Dar Es Salaam, Tanzania Barrie has vast experience in use of computer programs such as HCS, SYN CH RO 7
and AutoCAD.
BSCE-Civi I Engi neeri ng,
University ofSerra Leone Traffic Signal Warrant Analyses
Registration/Certifications: Mr. Barrieconducted signal warrant analyses at various intersections in Nassau and
Professional Engineer— Suffolk Counties. Thefollowing isa list of several locations:
New York and New Jersey • Jackson Avenue, Syosset, NY
• Montauk Highway @Newtown Road, Town of Southampton, NY
Professional Transportation • NYS Route 25A (West Broadway) at Brook Street/Beach Street, Village of Port
Planner Jefferson, NY
• Plandome Road @Stonytown Road, Villageof Plandome M anor, NY
Professional Traffic
Operations Engineer Experience
Years with ThisFirm: 10 Commercial
Years with Other Firms:7 The Shops at Riverhead, Riverhead
Conducted a traffic impact study for the construction of a mixed use retail
Professional Affiliations:
Institute of Transportation development comprised of nine (9) retail buildings with a total square footage of
Engineers, Member 481,040 SF, two (2) restaurant buildings with a total square footage of 12,000 SF and a
3,700 SF Bank along Old Country Road (CR 58). Trip generation estimates for the
American Society of proposed project were obtained from the Institute of Transportation Engineers Trip
Civil Engineers(ASCE) Generation Manual. Capacity analyses were conducted at the study intersections
with and without the traffic that will be generated by the proposed development to
Sierra Leone I nstitute of determine the impact of the proposed development in the study area roadway
Engineers, Member network. Mitigation measures were determined. This traffic study included the
design of several intersection and roadway modifications.
Fai rfi el d at Rocky Poi nt M i xed U se D evel opment, Rocky Poi nt
Conducted atraffic impact study for a DElS/FEISto assess to potential traffic impacts
associated with a proposed mixed use development comprised of 193 age-restricted
residential units, 46 non age-restricted units and a total of 13,064 SF of commercial
space to be located at the northeast quadrant of the intersection of NYS Route 25A
and Hallock Landing Road in the Town of Brookhaven, Suffolk County, New York.
Trip generation estimates for the proposed project were obtained from the Institute of
Transportation Engineers Trip Generation Manual. Capacity analyses were
NSP
Erm91NEERS&SUR ®Rs
conducted at the study intersections with and without the traffic that will be
generated by the proposed development to determine the impact of the proposed
development in the study area roadway network. Mitigation measures were
determined.
Sarnoff Transportation Planning Study,West Windsor, New Jersey
Project Engineer for the regional transportation planning study for development of a
3,000,000 SF technology campus. The study area encompassed traffic counts of eight
existing intersections along with the traffic capacity analysis and development of
roadway geometry and lane usage for a proposed master plan roadway through the
development site. Also incorporated into the proposed transportation infrastructure
is the planning for a bus rapid transit system that will service a nearby NFT train
station, the subject property and other large traffic generators in the area. Design
tasks included preparation of a M aster Circulation Plan that provided a multi-modal
approach including integration of pedestrian, bicycle, mass transit and congestion
management into the project solution.
Condominiumsat Sandy Hillsand M iddle Island Townhomes Developments,
M iddle Island
Conducted a traffic impact study for a DEIS/FEIS to assess potential traffic impacts
associated with a proposed mixed use development comprised of a total of 227
residential condominium/townhouse units, and 13,000 SF of retail space. The study
included field observations, trafficsignal timings, trafficdata collection, identification
of roadway deficiencies, sight distance assessment, accident analysis, trip generation
estimates for the proposed project and other planned projects. Trip generation
estimates for the proposed project were obtained from the Institute of Transportation
Engineers Trip Generation Manual. Capacity analyses were conducted at the study
intersections with and without the traffic generated by proposed development to
determine the impact of the proposed development in the study area roadway
network. Mitigation measures were determined. A traffic report was prepared for
submission to the Town of Brookhaven, Suffolk County and the New York State
Department of Transportation.
H am I et Preserve at Sh i rl ey
Conducted a detailed Traffic Impact Study for a DEIS/FEISto assess potential traffic
impacts associated with a proposed residential development comprised of two
different alternatives; (1) 182 single family homes, (2) a mix of 326 senior housing
units, 120 single family homes and 40 condominium/townhouse units. The study
included field observations, trafficsignal timings, trafficdata collection, identification
of roadway deficiencies, sight distance assessment, accident analysis, trip generation
estimatesfor the proposed project and other planned projects. Capacity analyseswere
conducted at the study intersections with and without the traffic generated by
proposed development to determine the impact of the proposed development in the
study area roadway network. Mitigation measures were determined. A traffic report
was prepared for submission to the Town of Brookhaven and Suffolk County.
NSP
Erm91NEERS&SUR ®Rs
Downtown Copiague Traffic Impact Study, Town of Babylon
As part of its on-going Downtown Copiague Vision Plan, Mr. Barrie was part of the
Nelson & Pope team that conducted a Cumulative Traffic Impact Study for
downtown Copiague and identified traffic impacts that will be created by the
proposed full build out plan outlined in the Town of Babylon environmental impact
statement and identified potential mitigation measuresthat will successfully improve
traffic operation within thedowntown areawith minimal impact tothecommunity.
Downtown Farmingdale Traffic Impact Study, Incorporated V i I I age of
Farmingdale
Mr. Barrie conducted a detailed cumulative Traffic Impact Study for Downtown
Farmingdale as part of the Village's Downtown Master Plan. The study identified
traffic impacts that would be created by the Village's preferred build-out scenario,
and developed mitigation measures based on a detailed assessment of the current
and future deficiencies associated with geometry, traffic control, signal operations,
existing and future capacity limitations to successfully improve traffic operation
within thedowntown areawith minimal impact tothecommunity.
Suffolk County
I mprovements at the I ntersections of CR 51 @CR 94 and CR 63 @CR 104/N YS 24,
Riverhead
Mr. Barrie is involved in the traffic engineering portion of this intersection
improvement project which entails the reconfiguration of the existing traffic circle
into a modern roundabout along with other related traffic improvements. The project
will entail analyzing trafficcounts and data, creating and applying growth factorsto
the traffic data and, using VISSIM software, determining the lane configurations
needed to achieve an acceptable level of service for a modern roundabout in an effort
to address traffic congestion and safety concernsin thedowntown Riverhead area.
H ighway and Intersection Improvement Study of CR 19,Waverly Avenue,
Patchogue
Conducted a Highway and Intersection Improvement Study of CR 19 in response to
Suffolk County's request to identify short and long-term strategies to increase
capacity and improve operation and safety within the study area segment. To
accomplish these goals, short and long-term highway and intersection improvement
alternatives were developed based on a detailed assessment of the current and future
deficiencies associated with geometry, traffic control operations, signal operations,
and safety issues. The assessment included accident analyses, capacity analyses, and
speed studies at the intersections and roadway segment under study. Simulation
models of the study intersections and roadway segment were developed utilizing the
Synchro software with and without the identified highway and intersection
improvementsto determine the effectiveness of theproposed improvements.
NSP
Erm91NEERS&SUR ®Rs
Town of East H ampton
Town of East H ampton Transportation Study
Conducted a Transportation Study for the Town of East Hampton to identify traffic
impacts that may be associated with anticipated future transportation facilities in the
Town of East Hampton. The study encompassed manual turning movement traffic
countsat 10existing intersections and automatic traffic recorder countsat 12 locations
on major roadways in the Town. Traffic analyses were conducted at the study
intersections with and without the anticipated future transportation facility to
identify any impact that may be created on the roadways and intersections in the
Tow n.
Villageof Southampton
Southampton Parking Study
Conducted a parking evaluation within the downtown area of the Village of
Southampton as requested by the Village to inventory the parking supply and
parking restrictions in the Village, identify the peak parking periods and associated
peak occupancy by location, calculate the average parking duration and turnover by
location and provide recommendations to improve parking efficiency within the
village. Various parking alternatives to address parking supply, parking efficiency
and operational issues in the downtown area were developed utilizing the parking
information recorded and evaluated.
Town of Oyster Bay
Broadway Traffic Cal mi ng
Assisted in a study of Broadway in Massapequa identified various traffic calming
measuresthat could beimplemented to reducespeed and improve traffic safety along
this arterial roadway. Measures adopted by the Town included the installation of
speed awareness devices. This part of the project involved the design, placement and
construction of 10 such devices.
M atthew C. M attera
EN91NEERS&SURVEYORS Transportation & M u n i a pal Site Department
Education:
Professional Profile
BSCE, Industrial and Mr. M attera has 15years of experience in traffic engineering and civil engineering for
Management Engineering,
Rensselaer Polytechnic both private and public/municipal projects. Specific experience involves performing
Institute traffic and transportation planning studies including traffic impact and assessment
studies, parking assessment studies, traffic signal warrant analyses, accident analyses,
YearsWith This Firm: 10 traffic signal plans, pavement marking plans, maintenance and protection of traffic
plans, and concept designs.
Years with Other Firms: 5
Experi ence
Affiliations:
Com m era al
Institute of Transportation Taubman M all, Syosset
Engineers(ITE) This project entailed the preparation of an updated traffic and transportation impact
evaluation. The analysis summarized the results of a detailed investigation of the
traffic impacts on the adjacent street system and compared these results to a reduced
shopping mall and a 726,000 office building permitted under the current zoning and a
mixed use development consisting of 440 townhouses, 110 senior housing units, a 150
room hotel and 40,000 SF of retail. M r. M attera's tasks included the following for the
analysis of the mixed use development: trip generation estimates, trip distribution
and assignment, Level of Service analysis, developing mitigation measures and report
preparation.
Condominiumsat Sandy Hillsand M iddle Island Townhomes Developments,
M iddle Island
This project entailed the preparation of a traffic impact study for a DEIS/FEIS to
assess potential traffic impacts associated with a proposed mixed use development
comprised of a total of 227 residential condominium/townhouse units, and 13,000 SF
of retail space. M r. M attera's tasks included field observations, traffic signal timings,
supervision of data collection staff, identification of roadway deficiencies, sight
distance assessment, accident analysis, trip generation estimates for the proposed
project and other planned projects, aerial image preparation and report graphics.
H amIet Preserve at Shirley
This project entailed the preparation of a detailed Traffic Impact Study for a
DEIS/FEISto assess potential traffic impacts associated with a proposed residential
development comprised of two different alternatives. Mr. Mattera's tasks included
report preparation, field observations, traffic signal timings, supervision of data
collection staff, Level of Service analysis, accident analysis, trip generation estimation,
trip distribution and assignment, and developing mitigation measures.
Tanger Outlets, Deer Park
This project entailed the preparation of a detailed Traffic Impact Study to be included
in an Environmental Impact Statement for a proposed 900,000 SF outlet center, 2 pad
restaurants and a movie theater. Mr. Mattera's tasks included report preparation,
NSP
Erm91NEERS&SUR ®Rs
traffic counts, Level of Service analysis and traffic modeling for a 20+ intersection
network, developing mitigation measures, a coordinated traffic signal network, traffic
signal timing plans, accident analysis, trip generation estimation, trip distribution and
assignment, aerial graphics, and presentation displays.
M anorviIIe Plaza, M anorviIIe
This project entailed the preparation of a detailed Traffic Impact Study for a mixed
use development on CR 111 in Manorville. Mr. Mattera's tasks included report
preparation, traffic counts, Level of Service analysis, accident analysis, speed studies,
trip generation estimation, trip distribution and assignment and developing
mitigation measures. Several different roadway configuration scenarios were
analyzed in order to control accessto CR 111 and improve safety for motorists.
M ati necock Court-H ousi ng H el p, East N orthport
This project entailed the preparation of a detailed Traffic Impact Study to be included
in an Environmental Impact Statement for a low-income condominium complex
located at the N/W/C of Pulaski Road (CR 11) and Elwood Road (CR 10). Mr.
Mattera's tasks included report preparation, traffic counts, Level of Service analysis,
evaluating multiple access scenarios, accident analysis, time travel studies, trip
generation estimation, trip distribution and assignment, developing mitigation
measures and working with Suffolk County to determine necessary roadway
improvements.
600 Old Country Road,Garden City
This project entailed the preparation of a detailed Traffic Impact Study for the
construction of an office building located on the SE/C of Old Country Road and Glen
Cove Road/Clinton Road. Mr. Mattera's tasks included report preparation, traffic
counts, Level of Service analysis, accident analysis, trip generation estimation, trip
distribution and assignment, redistribution of traffic due to the change in access
configuration/location and developing mitigation measures.
M&H H al I ow een Associates, Melville
This project entailed the preparation of a detailed Traffic Impact Study for a corporate
office building containing a quality restaurant and drive-through bank located on the
S/W/C of NYS Route 110 and the Long Island Expressway South Service Road. Mr.
Mattera's tasks included report preparation, traffic counts, Level of Service analysis,
accident analysis, trip generation estimation, trip distribution and assignment and
developing mitigation measures. He also prepared curb cut plans for highway work
permits on state roads as well as maintenance and protection of traffic plans.
KEYSPAN M anufactured Gas Plant Sites, Rockaway Beach, Sag H arbor&
H em pstead
KeySpan Corporation has prepared various remedial designs to address known soil
and groundwater impacts at various locations throughout New York. The remedial
design included both the off-site transport of impacted soils and debris as well as the
NSP
Erm91NEERS&SUR ®Rs
on-site delivery of clean backfill materials. Mr. Mattera's tasks included the
development of a traffic study to address issues concerning the potential significant
adverse impact that trucks may have on local traffic conditions, as well as along the
route that these trucks will travel, which included truck traffic estimates based on the
understanding of the planned remedial activities, preparation of report graphics, field
inspection and photographs and video of feasibletruck travel routes.
Costco W hol esal e, N esconset
Mr. M attera assisted in the investigation of traffic impacts associated with aproposed
Costco Wholesale Store. The site is a 21 acre parcel located opposite a major
shopping mall. The project consisted of demolishing an existing Costco Wholesale
Store and constructing a new store. The report summarized the results of a detailed
investigation of the traffic and parking impacts of the proposed development on the
adjacent street system and within the site, respectively. The project involved design
of a new signalized access, which required coordination with Town, Village, and
State municipalities.
Downtown Copiague Traffic Impact Study, Town of Babylon
As part of its on-going Downtown Copiague Vision Plan, Mr. M attera was part of the
Nelson & Pope team that conducted a Cumulative Traffic Impact Study for
downtown Copiague and identified traffic impacts that will be created by the
proposed full build out plan outlined in the Town of Babylon environmental impact
statement and identified potential mitigation measuresthat will successfully improve
traffic operation within thedowntown areawith minimal impact tothecommunity.
Downtown Farmingdale Traffic I m pact Study, Incorporated V i l l age of
Farmingdale
Mr. Mattera served as Project Engineer on the team that conducted a detailed
cumulative Traffic Impact Study for Downtown Farmingdale as part of the Village's
Downtown Master Plan. The study identified traffic impacts that would becreated by
the Village's preferred build-out scenario, and developed mitigation measures based
on a detailed assessment of the current and future deficiencies associated with
geometry, traffic control, signal operations, existing and future capacity limitations to
successfully improve traffic operation within the downtown area with minimal
impact to the community.
JOHN J.BRESLIN,JR.
QUALIFICATIONS
EXPERIENCE
Certified General Real Estate Appraiser,NYS License#46000013641;Licensed Real Estate Broker
President-Breslin Appraisal Co.-a full service real estate company involved in the appraisal of all types of
property in addition to sales,management,leasing,mortgaging,and consulting work.
Attorney-Licensed to practice Law in the State of New York
Former Assessor Village of Ocean Beach.
EDUCATION
J.D.,St.John's University Law School
B.B.A.,Siena College,Loundonville,N.Y.Major-Accounting
Society of Real Estate Appraisers,Course 101;Independent Fee Appraisers,Course 101
Various seminars,lectures,conferences on real estate appraising. Requisite courses for licensing,G-1,G-2, G-3,
E/S.
Long Island Real Estate Board,Broker's Course
Long Island Builder's Institute,Fundamentals of Home Building.
PROFESSIONAL SOCIETIES
Member,Long Island Board of Realtors
Member,Long Island Board of Realtors,Appraisal Division
Member,New York State Bar
Member,Suffolk County Bar Association
Member,Columbia Society of Real Estate Appraisers,Inc.
Member,American Society of Appraisers
GENERAL
Engaged in all forms of real property appraising including residential,commercial,industrial,and special purposes.
Lecturer Suffolk County Bar Association on Zoning and Land Use
Guest Lecturer Touro Law School on Zoning and Land Use
TESTIMONY
Recognized as expert,Town of Huntington Zoning&Town Boards and Planning Boards
Recognized as expert,Supreme Court,Nassau and Suffolk Counties
Recognized as expert,Town of Brookhaven Zoning Board,Town Board and Planning Board
Recognized as expert,Town of Islip Zoning Board and Planning Board
Recognized as expert,Village of Asharoken
Recognized as expert,Village of Rockville Centre
Recognized as expert,Town of Smithtown Zoning Board,Planning Board,Town Board
Recognized as expert,Town of Hempstead and North Hempstead Zoning Board,Town Board
Recognized as expert,Town of Oyster Bay Town Board,ZBA
Recognized as expert,Federal Court
Recognized as expert,U.S.Bankruptcy Court
Recognized as expert,Nassau and Suffolk Surrogates Court
Recognized as expert,Town of Southold
Recognized as expert,Town of Riverhead
Recognized as expert,Village of Laurel Hollow
Recognized as expert,Town of Oyster Bay
Recognized as expert,Village of Cove Neck
Recognized as expert,Town of East Hampton
Recognized as expert,Town of Southampton
Recognized as expert,Village of Muttontown
Recognized as expert,Village of Brookville
Recognized as expert,Village of Lynbrook
Recognized as expert,Village of Malverne
Recognized as expert,Village of Valley Stream
Michaelis, Jessica
From: Lanza, Heather
Sent: Friday, Jul 13, 2018 1:52 PM
�,fir,.
Y Y
To: Michaelis, Jessica
Subject: FW: RFP for Southold Town
For the mail �.va.d�kr:f d'�rvva�
f''1aiii�:ta But did
From:Tina Lund [mailto:T.Lund@urbanomics.org]
Sent: Friday,July 13, 2018 1:51 PM
To: Lanza, Heather<heather.lanza@town.southold.ny.us>
Subject: RE: RFP for Southold Town
Hi Heather,
I just wanted to let you know that we decided against pursing the RFP. We just had several large jobs come in and we
would not have the resources to devote to the work in the required timeframe.
Thank you for reaching out to us and please keep us in mind for future projects.
Best regards,
Tina
Tina Lund
Principal
Urbanornics
115 FIFTH AVENUE
NEW YORK. NY 10003
T. +1 212 353 7464
E: Llundc+Urbanom� c .or
WWW.URBANOMICS.ORG
Michaelis, Jessica Juba
From: John Neill <jneill@akrf.com>
( ? N L (� � ...,
Sent: Thursday,July 12, 2018 4:31 PM UF), �f
To: Michaelis,Jessica f '
Cc: Lanza, Heather ll� ��yQ 1 '3' 2 0Y
Subject: Re: RFP �F
ff'Wiiiiig Baud
Dear Ms. Michaelis and Ms. Lanza,
Thank you very much for sending us the request for proposal (RFP) for the Proposed Site Plan Application for
Brinkmann Hardware. After much consideration and with regret, we will not be submitting a response to this
RFP.
While our Economic & Real Estate Advisory Services group has the capabilities and experience necessary to
provide outstanding services for the requested scope of work, given our current workload we do not have full
confidence that we could allocate the staff resources required for this assignment within the 90-day time frame.
Please understand that our non-response is due solely to a need to afford all of our clients the highest level of
attention possible.
Please keep us in mind on future RFPs for Market and Municipal Impact Analysis, and for other economic
consulting services.
Sincerely,
John Neill
On Fri, Jun 22, 2018 at 3:35 PM, Michaelis, JessicatkrLJL1!q!v u)j1y,gov> wrote:
Mr. Neill,
Please see attached request for proposal. The original is en route via US Mail,
Thank you,
Jessica Michaelis, Clerk Typist
Southold Town Planning Department
54375 NYS Route 25
P.O. Box 1179
Southold, NY 11971
i
� k
1 3 ?ted
SautBroPt9 li)�^���
NELSON, POPE & VOORHIS, LLC Il�O114,'rBoard
ENVIRONMENTAL PLANNING CONSULTING
Hudson Valley Office Long Island Office
156 Route 59, Suite C6 572 Walt Whitman Road
Suffern, NY 10901 Melville, NY 11747
(845)368-1472 (631)427-5665
Transmittal Letter
TO: Mr. Heather Lanza, AICD Date: Thursday,July 12, 2018
Town Planning Director
Southold Town Planning, Town Hall Annex
54375 Route 25;
Southold, New York 11971 Re: Proposal for Market& Municipal
Impact Analysis for Brinkmann
Hardware Site Plan Application
NP&V'#: N/A
VIA:
Regular Mail
Fedex
Messenger
Enclosed please find the following:
Quantity Descrip ion
1 Cover letter from Kathy Eiseman
8 Proposal hard copies for the above referenced.project
1 USB Flash Drive with PDF file and word file versions of the above referenced proposal
Remat s
Dear Ms. Lanza:
Please see the enclosed materials sent to you per Kathy Eiseman's request. Please do not hesitate
to contact me should you have any questions or need further assistance. Thank you.
Sincerely,
NELSON, POPE,& VOORHIS, LLC;
By: Ashley Marciszyn x215
Small:amariszvm : nelson o.ewoo
(Contact me through the Long Island Office)
CC: File
ORHISVOLLC
MULNELSON, POPE 6 mmmmm e�
ENVIRONMENTAL PLANNING CONSULTING
www.nelsonpopevoorhhis.com
July 13, 2018
Mr. Heather Lanza, AICP, Town Planning Director
Southold Town Planning, Town Hall Annex ° wQa �,� in�. m
54375 Route 25, P.O. Box 1179 MaouuOgI13wid
Southold, New York 11971
Re: Proposal for Preparation of a Market and Municipal Impact Analysis for the Proposed
for the Brinkmann Hardware Site Plan Application, Mattituck
Dear Ms. Lanza,
Nelson,Pope&Voorhis,LLC,(NPV)is pleased to submit this proposal to assist the Town of Southold
with the preparation of the Market and Municipal Impact Analysis for the Proposed Brinkmann
Hardware Site Plan application located in Mattituck.
NPV is an environmental planning consulting firm established in 1997 that recently merged with
TMG, a planning firm based in the Hudson Valley that has a long history of providing municipal
planning services including long range plans. NPV has significant experience in municipal and
environmental planning and zoning, dealing with complex land use issues, and recommending
planning actions consistent with the unique and aspirational goals of each municipality. As a multi-
disciplined Environmental Consulting and Planning firm,NPV offers creative solutions specialized in
the area of complex environmental project management and land use planning/analysis.
NPV understands the need to examine the projected impact of new commercial development and the
unique forces that are at play within the local market in Southold. We believe that a thorough analysis
of the market is a necessary component in keeping with the community's character and long-term
sustainability in the local economy. A market analysis that examines the demand for new commercial
space, specifically a hardware store,and compares it to the supply of existing establishments will assist
the Town in understanding the need and viability for such a use in Mattituck. Likewise, the
development will impact the local community, in terms of traffic safety and pedestrian connectivity in
an already busy intersection in Mattituck. The impact on the local economy — the tax base,
employment, costs to provide services and public revenues are all important factors to examine and
understand during this planning process.
NPV has teamed with Nelson & Pope (N&P) our civil engineering and surveying firm with a 60-year
plus history of service that allows us to offer a full suite of services. Established in 1954,transportation
is one of N&P specialties. They are extremely qualified and have performed a number of traffic studies
for multiple municipalities across Long Island in Nassau and Suffolk County. Working with local
Towns and Villages these studies have encompassed complete street studies, prepared multi-modal
concepts, preparation of Traffic Oriented Development (TOD) Growth Plans, corridor studies,
highway/intersection studies, all of which have included development of long and short-term
CORPORATE OFFICE HUDSON VALLEY OFFICE
572 WALT WHITMAN ROAD, MELVILLE, NY 1 1747-2199 156 Route 59, Suite C6, SUFFERN, NY 10901
PHONE:(62 1)427-5665 • FAx:(631)427-5620 PHONE:(945)3BB-1472 • FAx:(945)369-1572
Town of Southold
Market and Municipal Impact Analysis for the
Brinkmann Hardware Site Plan Application
improvements; traffic signal warrant analysis, traffic calming studies, implementation of mitigation
measures; traffic signal design and preparation of construction bid documents.
NPV has also teamed with Breslin Appraisal Co., a full service real estate company engaged in all
forms of real property appraising including residential, commercial, industrial and special
purposes.
The enclosed proposal demonstrates our capabilities providing you with detailed information on
our firm, experience, services, estimated costs per task and timetable and project examples.
The team is excited at the prospect of working with the Town of Southold, and we welcome the
opportunity to meet with you to discuss and demonstrate our capabilities and commitment to this
project. Thank you for this opportunity to present our qualifications. If you have any questions or
would like additional information, please do not hesitate to contact my partner Kathy Eiseman or me
at 631.427.5665 or either of us via e-mail at cvoorhis@nelsonpopevoorhis.com or
keiseman@nelsonpopevoorhis.com.
Respectfully submitted,
NELSON,POPE&VOORHIS
s � ,
for
Charles J. Voorhis, CEP, AICP
Managing Partner
Page 2 of 2
OFFICE LOCATION: r -lk'- MAILING ADDRESS:
rof SO
Town Hall Annex �� � E P.O. Box 1179
54375 State Route 25 , Southold,NY 11971
(cor.Main Rd. &Youngs Ave.)
Telephone: 631 765-1938
Southold,NY
www.southoldtownny.gov
UNTI,
PLANNING BOARD OFFICE
TOWN OF SOUTHOLD
June 22, 2018
Ms. Carrie O'Farrell
Nelson, Pope &Voorhis, LLC
572 Walk Whitman Road
Melville, NY 11747
Re: Request for Proposal
Proposed Site Plan Application for Brinkmann Hardware
Located at 12500 Route 25, in Mattituck.
SCTM# 1000-114-11-17
Dear Ms. O'Farrell:
Please see the enclosed Request for Proposal for a Market and Municipal Impact
Analysis. Proposals are due no later than July 13, 2018.
If you have any questions or wish to discuss this further, please do not hesitate to
contact this office at 631-765-1938.
Respectfully,
Heather Lanza, AICP
Town Planning Director
cc: Planning Board
Encls.
OFFICE ��
LOCATION: AILING ADDRESS:
Town Hall Annex � MP.O. Box 1179
54375 State Route 25 Southold,NY 11971
(cor. Main Rd. &Youngs Ave.) AL
Southold, NY Telephone: 631 765-1938
www.southoldtownny.gov
VUNV
PLANNING BOARD OFFICE
TOWN OF SOUTHOLD
June 22, 2018
Ms. Tina C. Lund, AICP, Associate
Urbanomics, Inc.
115 Fifth Avenue
New York, NY 10003
Re: Request for Proposal
Proposed Site Plan Application for Brinkmann Hardware
Located at 12500 Route 25, in Mattituck.
SCTM# 1000-114-11-17
Dear Ms. Lund:
Please see the enclosed Request for Proposal for a Market and Municipal Impact
Analysis. Proposals are due no later than July 13, 2018.
If you have any questions or wish to discuss this further, please do not hesitate to
contact this office at 631-765-1938.
RespPctIly,
Heather Lanza, AICP
Town Planning Director
cc: Planning Board
Encls.
OFFICE LOCATION: MAILING ADDRESS:
Town Hall Annex ' / P.O. Box 1179
54375 State Route 25 ' Southold,NY 11971
(cor. Main Rd. &Youngs Ave.)
Southold, NY Telephone: 631 765-1938
www.southoldtownny.gov
PLANNING BOARD OFFICE
TOWN OF SOUTHOLD
June 22, 2018
Mr. John Neill
Vice President, Director of Economic & Real Estate Advisory Services
AKR , Environmental, Planning and Engineering Consultants
440 Dark Avenue South, 7t" f=loor
New York, NY 10016
Re: Request for Proposal
Proposed Site Plan Application for Brinkmann Hardware
Located at 12500 Route 25, in Mattituck.
SCTM# 1000-114-11-17
Dear Mr. Neill:
Please see the enclosed Request for Proposal for a Market and Municipal Impact
Analysis. Proposals are due no later than July 13, 2018.
If you have any questions or wish to discuss this further, please do not hesitate to
contact this office at 631-765-1938.
Respectfully,
011—�-.
Heather Lanza, AICP
Town Planning Director
cc: Planning Board
Encls.
OFFICE LOCATION: 290E MAILING ADDRESS:
Town Hall Annex P.O. Box 1179
54375 State Route 25 ; �` " Southold,NY 11971
(cor. Main Rd. &Youngs Ave.)
Southold, NY Telephone: 631 765-1938
www.southoldtownny.gov
U0,
PLANNING BOARD OFFICE
TOWN OF SOUTHOLD
REQUEST FOR PROPOSAL
Dated: dune 22, 2018
Complete a Market and Municipal Impact Analysis
By: The Town of Southold
Send replies to:
Donald Wilcenski, Chairman
P.O. Box 1179, Southold, New York 11971
BACKGROUND
The Southold Town Code §280-45 B(10)(b) requires that the Planning Board conduct a
Market and Municipal Impact Analysis for retail stores with a floor area over 6,000
square feet. This code section states the following:
The Planning Board shall determine that the proposed retail store(s) will not have an
undue adverse impact on the community. In making such a determination, the
Planning Board shall conduct or hire a consultant to conduct a Market and Municipal
Impact Study, at the expense of the applicant. The study shall be completed within
90 days of receipt of all requested materials, and the applicant shall be afforded the
opportunity to submit its own such study. The Planning Board shall make such
determination within 30 days of its receipt of the study. Such study shall include an
analysis of the projected impact of the retail store(s) on:
1. The existing local retail market, including market shares, if applicable.
2. The supply and demand for local retail space.
3. Local wages, benefit and employment.
4. Revenues retained within the local economies of the Town of Southold.
5. Public service and facilities costs.
6. Public revenues.
RFP— Southold Town Planning Board Market Analysis - 2018
7. Impacts on municipal taxes.
8. Impacts of property values in the community.
9. Effects on retail operations in the surrounding market area.
10. Employee housing needs, if applicable.
11. The Town of Southold's ability to implement its Comprehensive Plan
consistent with the proposed project.
The Planning Board has received an application for a retail store that equals 20,000
square feet of retail area in two buildings, and must complete a market and municipal
impact analysis prior to making a decision. This application is known as "Brinkmann."
The materials submitted by the applicant to date are stored online in our Laserfiche
system. Follow this link to view the materials:
ljq1 a://24 , ." 8 228-" 0 0/weblink/
-
The timeframe to complete the study is 90 days from receipt of all requested materials.
The requested materials are those materials required to be submitted by the applicant, and
include the site plan application requirements, as well as materials and information
specific to the proposed development that are necessary to complete the market and
municipal impact analysis.
TASKS
1. Initial meeting with the Planning Board and Planning staff, and identification of any
materials to be requested of the project sponsor/applicant.
2. Conduct the analyses necessary to assess the projected impacts to the eleven items
listed above and draft the market and municipal impact analysis report.
3. Provide initial draft to the Planning Board for review, answer questions, and discuss
revisions if necessary (either in person, or via e-mail and telephone).
4. Revise the report, if necessary, and provide final draft to the Planning Board..
Deliverables:
• Draft Market and Municipal Impact Analysis Report
Final Market and Municipal Impact Analysis Report
2
RFP— Southold Town Pianning Board Market Analysis - 2018
GENERAL
1. Proposals must include the following:
a. Work plan that incorporates the following:
i. description of the steps to complete the tasks listed above,
ii. project budget,
iii. project timetable, and
iv. deliverables.
b. Costs for each task.
c. Information related to the proposed project team members including
biographies and specific related project experience.
d. Information regarding a detailed description of companywide related projects,
and reference contact information.
2. The execution of a professional services contract(example attached) will be required.
3. Deliverable documents to be provided as hard copies and digitally in Word format as
well as PDF.
Submissions Due by .J"ly 1122018
Encl: Sample Professional Contract
3
THIS AGREEMENT made and entered into this by and between TOW11 cif 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 Elizabeth A.Neville, Southold
Town Clerk, Town Hall, P.O. Box 1179, Southold, New York 11971), party of the first part, and
(hereinafter referred to as "Contractor"), party of the second part.
WITNESSETH: That the Town and Contractor, for the consideration named, hereby agree as
follows:
1. PURPOSE.
The Town hereby retains Contractor, on the terms and conditions set forth hereinafter, for the
purpose of conducting technical consulting to provide
2. SPECIFIC SERVICES.
Contractor shall prepare and deliver to the Town for use by the Town the deliverables specific
scope of work and information attached as
In consultation with designated officials/employees of the Town, and following the submittal to
the Contractor by the Town of one round of compiled comments from all parties.
The Contractor must submit to the Town all required products.
3. TIME AND Ar ENlv7AN �l C,0141''R ?TION BY `I IJE TOWN'.
Contractor shall perform the services described herein and attached hereto in as expeditious a
manner as is reasonably possible and with due consideration of the time requirements of the
Town and goals established in Exhibit 1. A copy of this agreement is attached hereto as Exhibit
1. The Town recognizes that the timing of the performance of Contractor's services may be
affected by previous commitments to other clients (including the delivery of promised services
and work product and previously scheduled meetings), and situations normally and traditionally
deemed to be matters influenced by the weather, strikes, or power outages.
The Town agrees to cooperate with Contractor, as needed, and to provide Contractor 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 Contractor 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,..
.�.._._ ...............
Town Of Southold Professional Services Contract
In payment for the services to be performed hereunder by Contractor, the Town shall make
payments to Contractor as follows:
(a) For the services to be performed by Contractor pursuant to paragraph 2 hereof,
the Town shall pay Contractor up to the sum of$ . Payments shall be made quarterly.
Contractor shall send the Town a signed voucher for such compensation. 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 Contractor in connection
therewith.
The Town Board shall process any vouchers received from Contractor as expeditiously as
possible.
In the event that the Town disputes or objects to any portion of any voucher submitted by
Contractor pursuant to this paragraph, the Town shall,within 30 days of the receipt of such
voucher, notify Contractor in writing of such dispute or objection. Contractor
acknowledges that Contractor is familiar with the requirements of section 118 of the Town Law
which, in effect, prohibit payment of any of Contractor'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.
Product: Vouchers sent to the Zoning Board of Appeals.
5 1 1 ;IN4BLIRSEME T -eOI� l,�IXPENS .
For Contractor services performed, the Town shall reimburse Contractor for Contractor's actual
out-of-pocket expenses for the following items, and for no other items: (a) mileage at the
Internal Revenue Service mileage rate in effect at the time of the billing(55.5 cents per mile on
the date of this agreement), (b)postage, (c) photocopying expenses at a cost not to exceed
[$.]5] per copy, (d) expedited or overnight delivery service charges, (e) long-distance telephone
charges, and (f) any other reasonably necessary expenses directly related and attributable to the
fulfillment of this engagement. Contractor's requests for expense reimbursement shall be
included in Contractor's vouchers at actual cost, with no markup. Contractor's requests for
expense reimbursement shall be subject to the voucher auditing and approval requirements set
forth in paragraph 4 hereof.
6. TERM OF AGI��l a Ml',:�.i I TERMINATION.
This agreement shall be for a period of 24 months commencing on the date set forth at the top
of page 1 of this agreement, provided, however, that this agreement shall terminate immediately
in the event that (a) Contractor dies; (b) Contractor incurs a disability which makes Contractor
unable to perform the services which Contractor is required to perform hereunder; (c)
Contractor files a Petition in Bankruptcy Court or a Petition is filed against Contractor in
Bankruptcy Court, or Contractor is adjudged bankrupt or makes an assignment for the benefit of
creditors; or(d) a Receiver or Liquidator is appointed for Contractor and/or Contractor's
Town of Southold Professional Services Contract
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 Contractor refuses or fails to provide the services required hereunder with
due diligence, or fails to make prompt payment to persons supplying labor for Contractor'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
Contractor written notice that Contractor has 20 days to cure said default; and if, at the end of
said 20-day period, Contractor has not cured said default, the Town may then terminate this
agreement on 7 days' prior written notice to Contractor.
All claims, disputes and other matters in question arising out of, or relating to, the provisions of
paragraph 6 of this agreement shall be decided by arbitration in Suffolk County,New York, in
accordance with the rules then prevailing of the American Arbitration Association. The award
rendered by the arbitrators shall be final and binding, and judgment may be entered upon it and
enforced in any court of competent jurisdiction.
7. SKILL,S OF CONTRACTOR, CONFLIC""1'S OF IWEREST.
m-
Contractor represents that Contractor has the requisite skills and experience to perform the
services hereunder.
8. IN DEPENDENT CONTRACTOR STATUS OF CONI JU\CTOR.
Contractor and the Town agree that in the performance of Contractor's services hereunder,
Contractor is an independent Contractor and shall not be deemed to be an employee or agent of
the Town for any purpose whatsoever.
9. PROI=IIBITION AGA INST ASSIGNMENT.
Contractor is hereby prohibited from assigning, transferring, conveying, subletting or otherwise
disposing of this agreement or his right, title or interest in this agreement.
10. C(,)MPI,IANCE WI"1°IIS"1"A 1I.1 1 ES.
Contractor................ .... ._..,.
agrees that Contractor will comply with all statutes, ordinances, local laws, codes,
rules and regulations which are or may be applicable to Contractor's services, activities and
duties set forth in this agreement.
ll. 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: Elizabeth A.Neville, RMC, CMC
Southold Town Clerk
PO Box 1179
Southold, NY 11971
To Contractor:
,Town ..Southold�.... ..y. ._ e......
... Pe ofessional Servic.....
es Contract
12. CONSUL,"PANT'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 general liability and professional liability (E & O) insurance. 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. Professional liability(E & O) insurance in an amount not less than $1,000,000 per
occurrence or claim and $2,000,000 aggregate.
The Consultant shall furnish the above insurances to the Town and shall also name the Town as
an additional named insured in said policies with respect to liability arising out of services
provided by consultant.
13. INDEMNITY AND SAVE HARMLESS AGREEMENT
The Consultant agrees to indemnify and save the Town, its officers, agents and employees
harmless from any liability imposed upon the Town, its officers, agents and/or employees arising
from the negligence, active or passive, of the Consultant and from and against any damages,
claims, or expenses, including reasonable attorney's fees, arising out of Consultant's breach of
the Agreement or from Consultant's acts or omissions outside the scope of the Agreement or
arising out of claims or actions by third parties against Consultant by virtue of Consultant's
performance of this Agreement.
14. 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.
15. APPLICABLE LAW.
This Agreement is governed by the laws of the State of New York and each of the Parties hereto
submits to the exclusive jurisdiction of any state court sitting in Suffolk County, New York, in
any action or proceeding arising out of or relating to, this Agreement, and agrees that all claims
Town of South®[.�.. _.._... ,....... n.m.. .__ Professional
Services Contract
in respect of the action or proceeding may be heard and determined in any such court and agrees
not to bring any action or proceeding arising out of, or relating to, this Agreement in any other
court.
14. COMPLETE L_TE G1 E MlaNT: bV101_11C:ATION.
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.
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 Elizabeth A.Neville, Town Clerk, and the Contractor 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
(Seal of the Town of
Southold)
By:
Attest: By: Scott A. Russell, Supervisor
Elizabeth A.Neville, Town Clerk
Contractor
By ...........
...� --
STATE OF NEW YORK
COUNTY OF SUFFOLK: ss.:
.. ...._ ...x..... _.__ ...... m.. _._ ........,_.._..--- ----- ....__.. ..... —
Town Of SOLBthold Professional Services Contract
On this_day of in the year 20_, before me, the subscriber, personally appeared
Scott A. Russell who, being by me duly sworn, deposes and says: That he is the Supervisory of
the Town of Southold (the "Town"), the municipal subdivision of the State of New York named
in and which executed the above and within Instrument; that he knows the seal of said Town and
that the seal affixed to said Instrument is the seal of the Town; that it was so affixed by the order
of the Town Board of the Town, and that he signed his name thereto by like order;
And on the same day before me personally came and appeared Elizabeth A. Neville, Clerk of the
Town of Southold, who, being by me duly sworn, deposes and says: that she is the Clerk of the
Town; that she knows the seal of said Town; that it was affixed to said Instrument is the seal of
the Town; that said Scott A. Russell is the Supervisor of the Town and that the signature on said
instrument is the signature of said Scott A. Russell, as Supervisor.
Notary Public ._ ..
Contractor
Tax ID#
Name:
Position:
Signature:
Date:
STATE OF NEW YORK:
Taw
11---------. _ .
_.. �.__.._� _. _._...- .... ....
— . .A,........._ .w....
Town of Southold Professional Services Contract
COUNTY OF SUFFOLK: ss.:
On the_day of._,,, in the year 20_before me,the undersigned, a notary public in and
for said state, personally appeared _m , 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/she executed the same in his/her capacity
and that by his/her signature on the instrument,the individual or the person upon whose behalf of
which the individual acted, executed the instrument.
............
Notary Public
Town of Southold �� � � Professional Services Contract
_ ct