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Home My WebLink AboutRESPONSE TO PROPOSAL REQUEST - 08-00292 - Comprehensive Plan - 2020 AdoptionRESPORSE TO RE um EOR PROPOSRL PROUISIOR OF LRRO USE PLRRRIRG STRRTEGIES MODison counTy, mHo h THE CITIES OF SUGHR CITY h REHBURG, IORHO COOPER ROBERTS SIMMER RSSOCIRTES January 12th, 2007 Craig Rindlisbacher Madison County PO Box 389 134 E, Main Street Rexburg, Idaho 83440 C O O P E R R O B E R T S S I M 0 N S E N ARCHITECTURE RE: RFP, Madison County, Idaho and the Cities of Sugar City and Rexburg, Idaho Dear Mr. Rindlisbacher, Cooper Roberts Simonsen Associates specializes in community building throughout the Intermountain region by providing excellent planning and design services. We have a rich history of assisting communities plan for their future, and are committed to the collaborative effort that this type of planning requires. Our planning team has considerable experience in the Madison County area, utilizing design and planning professionals in our Utah and Idaho offices. We understand the importance of providing a product that underscores your desire for a community that is self -guided by a well -coordinated vision. Our planning process is designed to encourage collaboration and stimulate dialog. Our approach to developing an efficient decision making framework will include extensive input and careful coordination with the Participating Government's officials and staff. This will help ensure that community values, goals, and priorities are incorporated into the final deliverables, along with our application of the best planning and design expertise available through our professional staff. We will use all our resources and abilities to help the Participating Governments develop viable options and implementation strategies that will meet the objectives of the project. Where necessary, CRSA will update the City and County comprehensive plans, and oversee a public participation/review process. We have developed successful strategies for working with multiple jurisdictions as well as the public and other stakeholders. These strategies have been applied to many other communities with great success. We encourage you to contact our references to learn more about our capabilities from those who have benefited from our services in the past. CRSA has been involved in several related projects throughout the Western States. Descriptions of these projects are included in the attached proposal. The following individuals are authorized to represent the CRSA team regarding this proposal: Soren D. Simonsen, AIA, LEED, AICP Laura Hanson, AICP Managing Principal/Principal Planner Project Manager soren@crsa-us.com laura@crsa-us.com We look forward to the prospect of working with your community. This proposal will remain effective for ninety (90) days, and I would be happy to respond to any additional questions or comments you may have. Sincerely, PorenSim nsen, AIA, AIC EDTM Managing Principal EXCELLENCE IN PLANNING AND DESIGN SALT LAKE CITY • 700 N 200 W • SALT LAKE CITY, UT 84103 • PH. 801.3S5.5915 • FAX 801 3_ - IDAHO FALLS • PO BOX 2421 • 260 B STREET • IDAHO FALLS ID 83+03 • PH.208.521 1621 • FAX 208.5: EoF 1 WWW.CRSARCHITECTS. COM 4 RESPODSE TO REOUEST FOR PROPOSRL PROUISIOO OF LORD USE PLO u m STRRTEGIES mooiso I court , IDHHO h THE CITIES OF SUGAR CITY 6 REHBURG, WHO 3 TABLE OF COnTERTS FIRM PROFILE . . . . . . . . . . . . . . . . 01 APPROACH . . . . . . . . . . . . . . . . . 02 PROJECT EXPERIENCE . . . . . . . . . . . . . . 03 INDIVIDUAL EXPERIENCE/RESUMES . . . . . . . . . . 04 5 FEE . . . . . . . . . . . . . . . . . . . 05 COOPER ROBERTS SImODSED RSSOCIRTES 100 DORTH 200 WEST • SRLT LRKE CITY, UT 84103 151 D RIDGE RUE SUITE 113 • IDRHO FRLLS, IORHO 83401 55 SOUTH BLUFF STREET SUITE E • ST. GEORGE, UT 84110 www.crsa—us.com Cooper Roberts Simonsen Associates Cooper Roberts Simonsen Associates has been an integral part of —• j ____ 1 community -building throughout Utah and the Western Mountain Region for _ =' over 30 years. With offices in Utah and Idaho, and licenses in eleven states, d 1 f we are working to make our local communities and neighborhoods better places to live, learn, work, and play. r ` `,"�, _ e.p DMFT Our staff of over 50 professionals brings a solid background of capabilities 00 to many project types. The firm continues to expand our body of creative ottonwoo eig is an se ai 01 and innovative work in the areas of urban design and regional planning, historic 04 preservation, and design of cultural, educational, civic, religious, commercial, and residential projects. 00 CRSA is a leader and advocate for sustainable communities. Projects completed by CRSA are among the most we noted and awarded urban design work by organizations such as Envision Utah, and local chapters of the American Planning Association, American Institute of Architects, American Society of Landscape Architects, and the Urban 00 Land Institute. Planning Services Cooper Roberts Simonsen Associates can be an integral part of community design processes requiring leadership, facilitation, organization, and creative input. Our planning team has worked extensively in developing and implementing processes for public participation, building consensus around a shared vision, and taking ideas from concept to implementation. Our experience covers a wide range of planning phases from broad regional strategies to individual site design. Our work focuses on urban and regional design and land use planning that brings positive benefits to communities— increased mobility, energy and resource conservation, urban infill and revitalization, expanded housing choices, open space conservation, and historic and cultural resource preservation. CRSA is a dedicated advocate for community-based planning. Our philosophy to promote and engage local dial and action ensures that communities retain effective stewardship over their own future. Our regional planning expertise coupled with a diverse background in site planning and building design puts us in a position to offer a wide range of services, with specific capability in intergovernmental coordinated planning strategies. Lewis Young Robertson & Burningham, Inc. The professionals at Lewis Young Robertson & Burningham, Inc. (LYRB) have represented public and private clients for more than three decades and have established LYRB as a leading financial advisory and consulting firm specializing in the structuring of project finance and economic consulting and planning. LYRB employs an experienced team of 14 professionals possessing a wide range of expertise. LYRB has successfully structured some of the most creative transactions in Utah involving multiple local governments and entities including the Washington County -St. George Interlocal Agency transaction to fund the Dixie Convention Center and Museum, the 'E' Center in West Valley, and the West Valley Family Fitness Center. Professionals at the firm have assisted with the preparation of general plans in many communities. Fehr & Peers Associates Fehr & Peers Associates specializes in providing transportation planning and traffic engineering services to clients in the public and private sectors. Emphasis is placed on the development of creative, cost-effective, and technically sound solutions to planning and design problems associated with all modes of transportation. A Rather than trying to offer a multi -disciplined approach, we choose to focus on being the best traffic engineering and transportation planning consulting firm. Project Team Cooper Roberts Simonsen Associates PROJECT APPROACH As communities grow and change, so do their planning needs. Because planning issues tend to not recognize municipal boundaries, needed changes are often best accommodated through careful collaboration between the responsible jurisdictions. This is true in Madison County. CRSA has collaborated with a number of communities in the Intermountain West and has helped planning officials develop frameworks that allow cooperation in policy implementation. In fact, we have found that cooperation and collaboration between different entities is necessary in most instances to ensure that appropriate planning principles can be implemented. The CRSA team is committed to helping the Participating Governments reach the stated objectives of the RFP. To that end we have developed an excellent planning team. We are pleased that the transportation planning firm Fehr & Peers and the municipal securities firm Lewis Young Robertson & Burningham have joined our planning team. Both firms have considerable experience working with communities on multi -jurisdictional planning issues, and will assist the Participating Governments with developing relevant, implementable, and financially responsible planning strategies. In addition to our main Salt Lake City office where our planning team is based, we have an office in Idaho Falls that will provide support and be an additional local resource for the project. Specific Experience The land use strategies and policies envisioned by the Participating Governments will ensure that future development in the area will be of a high standards. Transportation and other infrastructure policies must support the land use strategy. As efficient delivery of services is an important concern for many jurisdictions, a collaborative approach to land use planning is important. Additionally, it is also important that applicable state laws be respected. CRSA's planning team has considerable experience in these planning disciplines, and is very comfortable coordinating with public and private stakeholders. We will work diligently Project Approach 1 to ensure all planning strategies are both feasible and implementable. The CRSA team includes experts in urban design, land use and transportation planning, economic development, municipal securities, and public involvement. CRSA is a leading design and planning firm in helping communities identify, plan, and implement their community vision. In addition to numerous awards for our work throughout the West, we have been recognized twice as the Utah Best in the State Gold Medalist in City Planning, and the Salt Lake Chamber Small Business of the Year, acknowledging our unique and multidisciplinary contributions in the areas of architecture, urban and regional planning, historic preservation, and environmental stewardship. Included in this document is a matrix of past projects, many of which have included inter - jurisdictional planning. The following projects, both completed in the past five years, are presented to illustrate CRSKs specific experience assisting multiple jurisdictions with planning frameworks. I -North LogarVCache County Sensitive Lands and TDR Study CRSA, with a consulting team of legal experts and real estate appraisers, completed a land use study exploring the development of a transfer of development rights (TDR) ordinance. A general plan update for North Logan City was also developed that included a sensitive lands preservation plan. The work included planning workshops, ongoing input from a community advisory committee, and extensive public hearings. Cache County, in which North Logan is located, is also considering a TDR ordinance. Whereas North Logan is interested in preserving its sensitive hillsides, Cache County is interested in preserving prime agricultural lands. As Cache County does not provide services for urban development, (water, sewer, etc) some development rights must be transferred into an established municipality. To facilitate this arrangement, The CRSNs planning team developed an inter -local agreement to be adopted by the City and County. Once adopted, the agreement will allow developers to transfer development rights away from sensitive county lands, between jurisdictions. 2-Tooele Valley Regional Plan Sponsored by Envision Utah, the Tooele Valley Regional Plan was an effort by the various local jurisdictions to settle on a common vision for handling growth in the quickly growing Tooele Valley, just west of Salt Lake City. An extensive public process produced a number of results found in the final plan. Most importantly, local officials were able to recognize the need for expanded cooperation with neighboring communities. This cooperation was recommended for many agencies, including agencies providing services and recreational opportunities to residents throughout the valley. Delivery of services is an important aspect of land use planning in the Tooele Valley. Future land uses in the valley will most likely correspond to the decisions made today about how to deal with the infrastructure needs of the growing valley. Due to the expense of new infrastructure, planning decisions that can limit the public's expense are deemed critical to this plan. The County and a number of municipalities are now exploring adoption of the tools to implement the planning vision. Work Plan The RFP for planning services outlines two overall project components. The first component is the preparation of an inter -jurisdictional framework for collaborative planning. The second component is the updating of the Participating Governments' comprehensive plans. Although it is feasible to complete these two components individually, we believe an integrated project approach would be positive and cost effective. The phased approach outlined below details an integrated collaborative planning approach based around a multi -day planning charette. It is envisioned that this charette would serve to develop solutions for both components of this project, the inter - jurisdictional framework and the comprehensive plan updates. This integrated approach will allow a more Project Approach 2 efficient, shorter, project schedule. Additionally, due to the length of time it may take each jurisdiction to adopt each component, it may be prudent to begin work on the second component before the first component is finalized. This will ensure that the project can reach completion near November. Phase I: Scoping and Research This initial phase of work will allow the planning team to develop a firm understanding of the planning issues at hand. We will begin the process with a kickoff meeting with the participating governments. If not currently in place, we recommend that a steering committee be formed with representatives of each participating government. The committee may also include representation from key stakeholders in the County such as BYU-Idaho. This committee will assist CRSA in gathering necessary background information and data. Where data is available, CRSA will prepare GIS mapping of the project area. CRSA will also gather existing planning documents and review them in preparation for both components of the planning process. It is likely that some form of public participation will be necessary when changes are made to official planning documents as part of the Comprehensive Plan update component. CRSA will work with the steering committee to determine the best approach to engage the public and ensure that interested parties are given ample opportunity to participate. Public participation begins with an education process. CRSA proposes developing a simple public relations campaign to educate the public on the ramifications of the planning process. Planning updates, perhaps monthly, will be provided through a variety of methods. The steering committee can also help spread the word to potential participants. At appropriate intervals, the public can be invited to participate. Participation may be in the form of a public workshop, open house, or hearing. CRSA will rely on the steering committee to assist with identifying key stakeholders, and for generating enthusiasm. Phase If: Collaborative Charette CRSA proposes to host a two day planning charette on site within the project area. On the first day of the charette, the CRSA planning team will be available to meet with officials from the participating governments, stakeholders, and other interested parties. If pertinent, the planning team and the steering committee may tour specific areas to discuss important issues. The remainder of the first day and the second day will consist of brainstorming ideas to meet the goals and objectives of the project. The final product at the end of the charette will be concrete ideas that can be explored and refined. At the direction of the steering committee, a public workshop may also be integrated into this charette to facilitate the comprehensive plan update process. We have found it beneficial to include the public in early planning stages to enhance the opportunity to produce innovative planning solutions. Phase III: Framework Evaluation The goal of the first project component is to establish an efficient decision making framework that allows cooperative formulation of polices and implementation strategies. As such, the planning team will first evaluate all information gathered from the collaborative charette to determine how to structure this framework. Working with the steering committee, the planning team will sort the potential implementation options and develop alternatives for consideration. Alternatives will consider the decision making framework as well as potential updates to the participating governments' comprehensive plans. Maps, text, charts, and other supporting documents will be prepared to illustrate the proposed framework. 01111111111 Phase IV: Comprehensive Plan Updates Upon completion of the inter -jurisdictional planning framework (adoption of the framework by all participating governments may not be necessary to continue this phase of the project), it may be necessary to complete updates to each participating municipality's comprehensive plan. With direction from the steering committee, the CRSA planning team will evaluate options for land use, transportation, and infrastructure plan updates. Building upon the phase II charette, more opportunities will provided for the 00^ Project Approach 3 M^ public and other stakeholders to become involved. Draft recommendations developed as part of the charette will be presented to the public in an open house. Phase V. Finalize Plan/Document Preparation Once the team has evaluated the potential alternatives, a final draft recommendation for each component will be selected and prepared for consideration. Input from the steering committee will be integrated into the final plan documents. The final recommendations will be prepared in map and text form in an easy to use document. If necessary, separate documentation will be prepared for each participating government to meet legal requirements. CRSA will assist the steering committee in preparing the final recommendations for presentation to the governing bodies. Phase VI: Adoption Support The CRSA Planning Team will be available to present the planning documents to each Participating Government. CRSA will support modification of the final documentation as part of this process. Coordination Strategy The identification of issues and needs will take placeusing two individual methodologies. First, CRSA will interview key officials from the participating governments. Second, CRSA will meet with the steering committee as part of the project charette to brainstorm additional issues and needs. As part of the charette process, solutions and implementation strategies will also be discussed. Conflict Resolution Strategy It is our experience that the best way to resolve conflict is to provide as many opportunities as possible for interested parties to become involved early in the process. Ensuring that all issues are flushed out early will give all participants an opportunity to discuss the conflicts and develop solutions. Our approach is to carefully listen to all stakeholders and propose solutions that best fit the needs of the community. Through the collaborative charette process, all stakeholders have an opportunity to be part of this process and provide a positive contribution. Monitoring & Update Strategy Regular monitoring is an important component of intergovernmental planning. Changes can occur quickly, requiring careful coordination. We will provide a flexible framework under which the participating governments can collaborate. It is our experience that an ongoing committee or council (inter -jurisdictional) is an important part of this framework. The committee may be a Council of Governments, or a variation which invites large stakeholders (such as BYU-Idaho) to participate. Implementation of planning principles will require careful coordination by each jurisdiction's governing bodies, with assistance from the inter -jurisdictional committee. There are a number of options for achieving implementation. The primary consideration is ensuring that the proposed implementation strategies are feasible. Often planning documents are difficult to implement and do not consider the real constraints that local jurisdictions must be concerned with. CRSA will prepare a framework that is implementable. The CRSA team will also present relevant financing options for consideration. Each component of the planning strategy will be reviewed and considered with implementation in mind. Electronic File Commitment Statement CRSA can provide documentation in a variety of formats, and will work with the Participating Governments to determine which software is most appropriate. CRSA will provide text documents in either Microsoft Office or WordPerfect Office format. Plan documents where significant page layout is needed will be accomplished with Adobe In -Design or CoreIDRAW. Illustrative graphics will be prepared using Adobe Photoshop and Illustrator or CoreIDRAW. Where required, ESRI ArcGIS will be used to develop geo- referenced mapping. All electronic documents will be delivered in the original format and as PDF files. Project Approach 4 BYU-Idaho Recommendations CRSA is currently working with BYU-Idaho on the Outdoor Learning Center Master Plan. CRSA has been retained to help the University determine how to utilize its off -campus sites to the fullest potential. Some of this planning includes sites within Madison County. CRSA has a strong relationship with the University. We understand their goals and objectives for academic excellence, including plans for growth and transition. Certainly as the University grows and matures, it will be important for collaborative planning to take place with the Participating Governments. We suggest that University officials be invited to participate in the planning charette process, as outlined previously in this document, to ensure that future plans are integrated into City and County planning documents. We have found that a close working relationship is critical for collaboration to be most effective, and thus we recommend that a representative of the University be invited to sit on any committees that represent the collaborative efforts of the participating governments. Fee Schedule and Hourly Fees/Staff assigned CRSA proposes a fee of $79,900 to complete both components of the project. This fee includes all phases and tasks as outlined in the approach, as well as consultant and reimbursable fees. Please refer to the attached budget estimate for details on billing rates and proposed staff hours assigned to individual tasks. No Conflict of Interest Statement The firm of Cooper Roberts Simonsen Associates, its principals/owners, and its employees have no past, ongoing, or potential conflicts of interest in performing the tasks of this project. Approach/Process Proposed Integrated Project Management Plan Component 1: Component 2: Inter -jurisdictional Comprehensive framework Plan Update OPINE, 1= Project Kickoff I E W June _J July E September LLJ 0 1November ................................................................... I. Scoping/Research ........................ .................. 7.777777 ... 7 ............. Eclucation/Outreach(S' ..................................................... * ............... II. Collaborative Charette ................ Component 1 'T ............ ... I .............. IIL Framework 0 Evaluation CL ..................... V-1. Finalize Documents ....... * .... *** ... *** ... *,-: ....................................... ...................................... : IV. Comp. Plan Updates .1 .. . . . . . . . . Ir VI -I. Adoption Steering Committee Meeting Planning Team On -Site 11 . . . ................................... . V.11 Finalize Document ...................................... RELEVANT PROJECT EXPERIENCE Cache Valley Sensitive Lands Plan Cache Valley, Utah Davis County Shorelands Master Plan Davis County, Utah Soren Simonsen, Principal Kelly Gillman, Project Manager CRSA, with a consulting team of legal experts and real estate appraisers, completed a land use study exploring transfer of development rights (TDR) for Cache County. Also included was a general plan update for North Logan City, including creating a sensitive land preservation plan, a conservation subdivision, and TDR zoning ordinance. The work included planning workshops, ongoing input from a community advisory committee, and extensive public hearings. Kelly Gillman, Project Plan was created to address open space issues along the Great Salt Lake lakeshore that is shared Manager (while employed by nine municipalities. Plan included an extensive public process that is reflected in the final plan with The Sear -Brown Group) recommendation which suggests strategies for land use planning to allow proper growth in the Davis County Region while respecting the sensitive lands and open space along the lakeshore. It addresses open space as public resource, available to preserve both rural character & recreational opportunities. Envision Utah Tim Watkins (801) 303-1456 Tooele Valley Regional Plan Tooele County, Utah 2003 Soren Simonsen, Principal Kelly The Tooele Valley Regional Plan was an effort by the various local jurisdictions to settle on a common Ong.: $20,000 Envision Utah Gillman, Project vision for handling growth in the quickly growing Tooele Valley. Local officials were able to recognize Final: $20,000 Tim Watkins Manager the need for expanded cooperation with neighboring communities. CRSA assisted the Sear -Brown (801) 303-1456 Group with public involvement, peer review, and GIS technical support. BYU—Idaho Outdoor Learning Center 2006 Soren Simonsen, Principal BYU-Idaho currently facilitates off -campus programs at five off campus sites. These sites, all some Orig.: $52,000 BYU—Idaho Rexburg, Idaho Kelly Gillman, Project Manager distance from the main University Campus, are programmed with activities that provide a unique Final: In Process Charles Anderson learning experience for University students. The focus of this project is to examine the site, facility, (208) 496-2451 and activity programming at each site in consideration of BYU-Idaho's changing academic schedule. Recommendations are based on ensuring efficient use of each site while maximizing availability for student groups year round Davis County Hillside Master Plan 2003 Soren Simonsen, Principal After the success of the Davis County Shorelands Master Plan, Davis County took on the task of Orig.: $4,800 Davis County Community and Davis County, Utah Kelly Gillman, Project Manager completing a similar plan for the foothills area of the County. Tied heavily to public lands access, Final: $5,400 Economic Development this plan addresses the future of open space, trails, and other recreational opportunities available to Aric Jensen, Planner, Centerville residents of the area, and recommends areas that should be preserved as open space. CRSA assisted (now with Bountiful City) Davis County with the mapping, public facilitation, and document preparation for this plan. (801) 298-6190 University of Utah Heritage Preserve Land Use and 2006 Soren Simonsen, Principal The University of Utah set aside 436 acres of undeveloped foothill land on its eastern flank in 2002. Orig.: $75,000 (est.) University of Utah Management Plan Kelly Gillman, Project CRSA was retained by the University to develop a management plan for this property, known as the Final: In Process Deborah L. Alto Salt Lake City, Utah Manager Heritage Preserve, to ensure the health of the land is maintained. Land use management includes trail $70,000 (est.) Campus Design & Construction maintenance, ecological restoration and monitoring, wildlife habitat preservation, and the development (801) 581-3401 of opportunities for education and research. Sugar House Business District Small Area Plan and Design 2003 Soren Simonsen, Principal Small area plan and design guidelines for the preservation and revitalization of one of Utah's most Orig.: $35,000 Salt Lake City Corporation Guidelines, Kelly Gillman, Project notable historic urban village centers. The study covers land use, open space (including parks and Final: $35,000 Louis Zunguze Salt Lake City, Utah Manager trails) urban design, landscape and architecture, and transportation planning. Future transit service Planning Director and transit oriented land use patterns are a major component of the final plan. (801) 535-7577 Envision Utah Wasatch Front Transit -Oriented Development 2001-2002 Soren Simonsen, Principal Evaluation of station planning, area planning, urban design, landscape design, and economics related Orig.: $270,000 Envision Utah Guidelines Kathleen Wheadon, Project to transit oriented development. Team's comprehensive guidebook included economic and planning Final: $270,000 Ted Knowlton, Project Manager Manager recommendations for Transit Oriented Development. CRSA worked with nine communities to complete (801) 303-1458 Susie Petheram, Planner varied case studies, including South Salt Lake, West Jordan, Layton, Murray, Roy, Salt Lake City, and West Valley City. Cottonwood Heights General Plan 2005 Soren Simonsen, Principal General Plan and community vision for Utah's most recently incorporated city. Broad community input Orig.: $100,000 City of Cottonwood Heights Cottonwood Heights, Utah Kelly Gillman, Project Manager in six community planning workshops, covering land use, trails and open space, parks and recreation, transportation, Final: $100,000 Kevin Smith, Community housing, economic development and environmental goals. Development Director West Bountiful General Plan Update April 2006— Nov. 2006 Soren Simonsen, Principal General Plan and community vision for a small rural community on the western edge of Davis County. Orig.: $52,000 (801) 545-4154 West Bountiful City West Bountiful, Utah Laura Hanson, Project Manager Broad community input in five community planning workshops, covering land use, trails and open Final: $52,000 Wendell Wild space, parks and recreation, transportation, housing, economic development, agriculturalpreservation City Administrator and environmental goals. (801) 292-4486 Relevant Project Experience 1 Cache Co. Sensitive Lands Maps Davis Co. Shorelands Land Use Plan Davis Co. Hillside North Area Maps Sugar House Transit Map x Envision Utah TOD Guidelines Cottonwood Heights Land Use Map Payson Open Space Plan 2006 Soren Simonsen, Principal Preparation of an Open Space Plan for an approx. 1,200 -acre potential annexation area on the Orig.: $25,000 Payson City Payson, Utah UWFA in creating both fixed & variable rate financing programs that include interest rate swaps. Laura Hanson, Project east side of Payson. This area is primarily agricultural. Payson is experiencing rapid growth, but Final: $25,000 Jill Spencer, City Planner SITLA to develop block management plans for Tabby Mountain (25,000 acres) and LaSalle (10,000 Manager development to this area has been limited because of the lack of infrastructure. The Open Space Plan acres) blocks & provided entitlement services on parcels located in Wasatch, Utah, & Tooele Counties. (801) 465-5200 1991—Present Scott Robertson Scott Robertson has been financial advisor since 1991. He has crafted finance plans and overseen 0.15%— 0.20% per par identified and made recommendations regarding future parks, recreation areas, trails, and the best associated issuances of approx. $500 million in general obligation limited tax and revenue bonds in amount tax-exempt and taxable formats including fixed, variable, and synthetic fixed-rate modes. future use of the open space. LYRB has drafted over 175 impact fee analyses: culinary water (28); secondary water (10); $5,000 — $55,000 range Sandy Downtown Master Plan 2000-2002 Soren Simonsen, Principal Extensive urban design and planning project that created a new vision for downtown Sandy City. The Orig.: $107,000 Sandy City and Design Guidelines Professionals at LYRB have created EDAs and a CDA for the Ft. Pierce Industrial Park in St. George, Allison Drinkwater Johnson, study area includes the new Jordan Commons, the City Center, and South Town Mall as well as the Final: $107,000 George Shaw, Long Range Sandy, Utah Project Manager area near the 10000 South TRAX Station. Included public charettes to develop an illustrative master Planning Director plan concept and a final development plan. Also included a detailed review and projections for use of (801) 568-7250 multimodal mobility options, and a detailed land use proposal. Alexandria Township 2006 Soren Simonsen, Principal Soren Simonsen lead an AIA Sustainable Design Assessment Team to create a community vision and Client would not disclose Alexandria Township Sustainable Design Assessment identify implementation tools for open space preservation in New Jersey. The area is rapidly being Carol Hoffman, Mayor Team threatened from suburban and exurban encroachment. Open space preservation priorities were (908) 996-6277 Alexandria, New Jersey addressed, including agricultural, cultural, natural, and recreation space. Sustainability focus included floodplain issues along the Delaware River & environmental remediation of a superfund brownfield site. Kennewick Riverfront 2003 Soren Simonsen, Team Soren Simonsen was part of an Urban Design Assistance Team that helped Kennewick, WA create a Client would not disclose RNL Design Revitalization Urban Design Member community vision. The community, located in So. Central Washington, wished to connect the central Patric Dawe, Team Leader Assistance Team city with the riverfront by manipulation of levees to create a softer waterfront edge, and tying the (303) 575-8540 Kennewick, Washington levees to community trails and parkways. Lewis Young Robertson & Burningham. Inc. Eagle Mountain Finance Plan Utah Water Finance Agency (UWFA) Financial Advisor Utah Schools & Institutional Trust Lands Admin. (SITLA) Real Estate Development Advisory Central Utah Water Conservancy District (CUWCD) Impact Fees for Numerous Cities, Counties, and Special Districts Tax Increment Financing (RDAs, EDAs and CDAs) St. George, South Jordan, Salt Lake City, and North Logan, Utah 1997—Present Laura Lewis City had enormous potential for explosive growth but no infrastructure or utility services. Utilizing .4%— .75% depending on Eagle Mountain City multiplicity of financing mechanisms—including Bond Anticipation Notes, Utility System Revenue the security and structure Jerry Kinghorn, City Attorney, Bonds, & Special Assessment Revenue Bonds—LYRB planned & structured potential debt and obtained of each transaction (801) 363-4300 funding.. 1996—Present Scott Robertson UWFA is interlocal agency that has acted as conduit issuer for over $700 million in revenue bonds for 0.15%— 0.20% of par its twenty -plus members since inception in 1996. LYRB, as its only financial advisor, has assisted the amount of bonds issued UWFA in creating both fixed & variable rate financing programs that include interest rate swaps. 1996-2002 Scott Robertson As part of SITLNs 3.5 million acre holdings in the State, it owns several large blocks. LYRB assisted Hourly based SITLA to develop block management plans for Tabby Mountain (25,000 acres) and LaSalle (10,000 acres) blocks & provided entitlement services on parcels located in Wasatch, Utah, & Tooele Counties. 1991—Present Scott Robertson Scott Robertson has been financial advisor since 1991. He has crafted finance plans and overseen 0.15%— 0.20% per par associated issuances of approx. $500 million in general obligation limited tax and revenue bonds in amount tax-exempt and taxable formats including fixed, variable, and synthetic fixed-rate modes. 1997—Present Susan Becker LYRB has drafted over 175 impact fee analyses: culinary water (28); secondary water (10); $5,000 — $55,000 range stormwater (18); sewer (21); parks and recreation (29); roads (25); electric (4); police (18); and per client, depending on fire (25). type and number of fees 1994—Present Jason Burningham Professionals at LYRB have created EDAs and a CDA for the Ft. Pierce Industrial Park in St. George, $27,500 for St. George Susan Becker completed blight studies for Salt Lake City Gateway, and worked with numerous other project areas. — not completed UWFA Dave Ovard, Secretary/ Treasurer, (801) 565-4300 SITLA Ric McBrier, Deputy Director of Development, (801) 538-5170 CUWCD Don Christiansen, General Manager, (801) 226-7100 Impact fee engagement: Mayor Lynn Crane, City of Herriman, (801) 446-5323 Randy Sant, Sandy City RDA (801) 568-7100 and Gary Esplin, St. George (435) 674-4202 Payson Open Space Map Sandy TOD Streetscape 's T{ Kennewick, WA Riverfront Plan Red Hills Parkway, St George, UT Transportation planning and operations for an environmental assessment (EA) for the Red Hills Parkway in St. George to meet the NEPA requirements. Reference: Tamerha Maxwell, PE, UDOT Region Four, (435) 893-4761 Envision Utah Transit Oriented Development Guidelines Manual, Salt Lake County, UT F&P is part of a multi -disciplinary team led by CRSA that culminated in published manual for TOD development & design standards. Reference: Ted Knowlton, Project Manager, (801) 303-1450 Southern Corridor EIS, St. George, UT Update to the QRSII travel model and socio-economic data for this new corridor in the St. George area. The effort was part of an overall environmental impact statement (EIS). Reference: Robert Dowell, LOOT, (435) 893-4799 Stapleton Redevelopment Travel Demand Modeling, Denver, CO Part of multi -disciplinary team of engineers and planners, has provided a wide variety of transportation planning services for the Stapleton Redevelopment Project for the last 4 years. Ref.: Derek Brown, (303) 382-1800. Relevant Project Experience 2 4dRN_111r'L`P University of Texas at Austin, School of Architecture and Planning, Bachelor of Architecture, 1992 National Council of Architectural Registration Boards, Intern Development Program Certification, 1995 LEEDTM Training Workshop, U.S. Green Building Council, 2001, 2005 LICENSES/REGISTRATIONS, YEAR: Architect: Utah, 1995; Texas, 2000; and Wyoming, 2005 NCARB Council Record, 1996 Architect: Nevada, Pending; New Mexico, Pending; Oklahoma, Pending; Colorado, Pending American Institute of Certified Planners, 2001 LEEDTM 2.0 Accreditation, 2001 PROFESSIONAL AFFILIATIONS: AIA Regional/Urban Design Advisory Committee APA Utah Chapter Citizen Planner Liaison Salt Lake City Council Salt Lake City Environmental Advisory Committee USGBC Utah Chapter Steering Committee RECENT AWARDS: National AIA Young Architect of the Year, 2006 AIA Western Mountain Region Young Architect of the Year, 2005 ASLA Utah Chapter Honor Award, 2005 Best of State Gold Medal for Utah Planning, 2003 and 2005 Governor's Quality Growth Awards, 2001 thru 2006 AIA Utah Merit Award, 2003 CRSA Individual Experience RELEVANT PROJECT EXPERIENCE: Alexandria Township Sustainable Design Assessment Team, Alexandria, NJ Alpine Gateway Master Plan/Design Guidelines, Alpine, UT Cache County Sensitive Lands Plan, Cache County, UT Capitol Hill Redevelopment Area Open Space Plan, Salt Lake City, UT Cottonwood Heights General Plan, Cottonwood Heights, UT Davis County Hillside Preservation Plan, Davis County, UT Daybreak Village Center Design Guidelines, South Jordan, UT Envision Utah Urban Planning Toolbox for Quality Growth Envision Utah Wasatch Region Transit Oriented Development Guidelines Fireclay TRAX Station Area Redevelopment, Murray, UT Highland Town Center Master Plan and Design Guidelines, Highland, UT Kennewick Downtown and Riverfront Revitalization Urban Design Assistance Team, Kennewick, WA Layton Downtown Illustrative Plan, Layton, UT Lindon State St. Corridor Plan and Design Guidelines, Lindon, UT Mid—Jordan TRAX Extension EIS/Preliminary Design, Salt Lake County, UT Parley's Trail Master Plan, Salt Lake County, UT Payson Open Space Plan, Payson, UT Salt Lake/Weber County Commuter Rail EIS/Final Design Sandy Downtown Master Plan and Design Guidelines, Sandy, UT South Salt Lake Central Pointe Station Area Plan and Design Guidelines, South Salt Lake City, UT South Salt Lake Light Rail Corridor Master Plan, South Salt Lake/Salt Lake City, UT South Salt Lake Millcreek Station Area Plan and Design Guidelines, South Salt Lake City, UT Sugar House Business District Master Plan and Design Guidelines, Salt Lake City, UT Tooele Valley Regional Plan, Tooele County, UT Roberts Simonsen Associates EDUCATION: RELATED PROJECT Master of Urban Planning, University of Utah, EXPERIENCE: December 2005 West Bountiful General Bachelor of Science, Urban Planning, Plan Update, University of Utah, 2003 West Bountiful, UT Bachelor of Science, Environmental Studies, Cottonwood Heights General Plan, Cottonwood Heights, UT University of Utah, 2003 Payson Open Space Plan, Payson, UT REGISTRATIONS, YEAR: Springville Building Height Study & Ordinance, Springville, UT American Institute of Certified Planners, 2006 Mesa Temple Redevelopment Area Master Planning, Mesa, A PROFESSIONAL AFFILIATIONS: Harmony Historic Site Master Plan, Oakland, Pennsylvania American Planning Association, Utah Chapter South Valley Open Space Plan — Phases I and II, Riverton Treasurer, 2004—Present and Draper, UT' Architects Designers and Planners for Heritage Preserve Land Use and Management Plan Social Responsibility — University of Utah Urban Land Institute, Young Leaders Group Upper Colorado River Bureau of Reclamation Resource Management Plans, Rockport Reservoir, UT' EMPLOYMENT HISTORY: Digital Learning Center Program, Utah Valley State College, Cooper Roberts Simonsen Associates, Orem, UT Project Manager/Urban Planner, 2005—Present Work completed with previous employer Bear West Company, Salt Lake City, UT, College of Humanities Center Program, University of Utah Project Manager and Planner, 2001-2005 Lindon Commercial Design Guidelines, Lindon, UT Landmark Design, Salt Lake City, UT, West Valley City International Marketplace Master Plan, Planning Intern, 2000-2001 West Valley City, UT MJSA Architects, Salt Lake City, UT, Uinta County, WY Comprehensive Plan Update" Office Assistant, 2000 Sweetwater County General Plan Update — Development Code Re -write, WY" Wasatch Front Transit Oriented Development Guidelines, Envision Utah` /j W- Uinta County, WY Local Hazard Mitigation Plan, WY' j a Timpanogos Land Exchange EA, Pleasant Grove Ranger District, UT' Indian Creek Corridor EA, Monticello Field Office, UT" C- Utah Museum of Natural History at the University of Utah E = — EIS Project* oRAFr New Mexico Products Pipeline EIS Project, NM" Questar, Williams, Kern River Pipeline EIS Project in Utah, Cottonwood Heights Land Use Plan^ Colorado, and New Mexico` State Review of Oil and Natural Gas Environmental Regulations, Inc. (STRONGER), Multi -state project' Work completed with previous employer CRSA Individual Experience Simonsen Associates f EDUCATION: BLA, Department of Landscape Architecture and Environmental Planning, Utah State University, 1999 MBA, Westminster College, Salt Lake City, UT (estimated graduation Spring 2008) LICENSES/REGISTRATIONS, YEAR: Landscape Architect: Utah, 2001 Landscape Architect: Wyoming, 2005 CLARB Certification, 2003 American Institute of Certified Planners, 2006 PROFESSIONAL AFFILIATIONS: American Society of Landscape Architects – Utah Chapter President American Planning Association Salt Lake City Transportation Advisory Board Utah State University LAEP Advisory Board AWARDS/RECOGNITION: Envision Utah Governor's Quality Growth Award— West Valley Citys City Center Vision, 2005 Utah APA Merit Award for the North Logan --Cache County Sensitive Lands Plan and TDR Study, 2003 Envision Utah Governor's Quality Growth Award— Tooele Valley Regional Plan, 2003 Utah APA Achievement Award for Envision Your Future, 2002 ASLA Honor Award in Planning and Analysis—Davis County Shorelands Master Plan, 2001 F'7 Brigham City Civic Center Concept CRSA Individual Experience ■ RELATED PROJECT EXPERIENCE: Brigham City Civic Center and Dance Academy Study, Brigham City, UT Capitol Hill Green Space Plan, Salt Lake City, UT Cottonwood Heights General Plan, Cottonwood Heights, UT Davis County Hillside Master Plan Davis County Shorelands Master Plan* Jordan Bluffs Village Center, Bluffdale, UT* Highland Village Residential Subdivision, Highland, UT Indian Hollow Golf Course Community* Mesa, Arizona Temple – Neighborhood Revitalization Study* North Logan – Cache County TDR/Sensitive Lands Plan, Logan, UT Roy Station Area Illustrative Plan, Roy, UT Salt Lake to Weber County Commuter Rail EIS Sandy Corners Strategic Plan* Sugar House Business District Master Plan, Salt Lake City, U- Tooele Valley Regional Plan, Tooele County, UT UTA Commuter Rail Environmental Impact Statement/Station Planning West Valley City Center Study, West Valley City, UT UTA Commuter Rail Final Station Design UTA Mid -Jordan Light Rail Preliminary Engineering * Work completed while employed by The Sear -Brown Group EDUCATION: Urban Planning Certificate, University of Utah Bachelor of Arts, Mathematics, Grinnell College PROFESSIONAL AFFILIATIONS: American Planning Association National Trust for Historic Preservation Sugar House Historical Society, Director Sugar House Community Council, Vice Chair AWARDS AND PUBLISHED WORKS: George Smeath Outstanding Student Award, 2001, Utah Chapter — American Planning Association The Sugar House Business District: Heart of a Walkable Community, presented at the Utah State Historical Society s Annual Meeting, 2001 Neighborhood Schools: Kearns — St. Ann and Columbus, Utah Preservation, vol. 6, pgs. 74-79 West Valley City Downtown Illustrative Plan Concept CRSA Individual Experience RELATED PROJECT EXPERIENCE: Alpine Gateway Historic District Design Guidelines, Alpine, UT Beaver County Courthouse Restoration Analysis Study Brigham City Dance Academy Study, Brigham City, UT Central Pointe Station Transit Oriented Development Design Guidelines, South Salt Lake City, UT Cottonwood Heights General Plan, Cottonwood Heights, UT Daybreak Commercial Design Guidelines, South Jordan, UT Envision Utah Wasatch Front Transit Oriented Development Design Guidelines Envision Utah Urban Planning Tools Guidebook Granite Furniture Block Small Area Plan, Salt Lake City, UT Harrisville Park Master Plan, Harrisville, UT Lindon Commercial Design Guidelines, Lindon, UT Roy Commuter Rail Station Area Illustrative Plan, Roy, UT Sugar House Business District Design Guidelines and Small Area Plan, Salt Lake City, UT Sugar House Historic Walking Tour, Salt Lake City, UT 3Form Master Plan, Salt Lake City, UT University of Utah Park Building Historic Structures Report UTA Commuter Rail Environmental Impact Statement/Station Planning Walker Center — Local and National Historic Landmark Nominations, Salt Lake City, UT West Valley City Downtown Illustrative Plan ADDITIONAL INFORMATION: Susie Petheram began her career as a planner following a decade as a medical researcher and analyst. She has an Urban Planning Certificate from the University of Utah along with a Bachelor of Arts in Mathematics from Grinnell College. Susie has strong writing and organization skills along with a strong civic involvement background and historical preservation interests. Susie served as a Vice -Chair for the Sugar House Community Council for three years, and is also the director for the Sugar House Historical Society, where sh has been involved in grant -writing and project development. She has excellent facilitation skills for projects requiring extensive public input and multiple -agency coordination. EDUCATION: Bachelor of Science, Urban Planning, University of Utah CERTIFICATIONS: American Institute of Certified Planners, American Planning Association, 4018987 PROFESSIONAL AFFILIATIONS: American Planning Association Urban Land Institute, Utah District Council, Young Leaders Chair RELATED PROJECT EXPERIENCE: Transoortation Planning Project manager/planner for various studies including master transportation plans, corridor evaluations, parking demand studies, circulation studies, and bicycle/pedestrian studies. Also assists with GIS and GPS mapping and analysis for a variety of applications and projects. Representative projects include: Tooele City Master Transportation Plan, Tooele, UT Tooele County Master Transportation Plan, Tooele, UT Cottonwood Heights General Plan, City of Cottonwood Heights, UT SR -210 (Little Cottonwood Canyon Road) Needs Assessment, Salt Lake County, UT Utah Museum of Natural History and Red Butte Garden Shared Parking Study, Salt Lake City, UT Utah Museum of Natural History Environmental Impact Statement PRI Downtown Redevelopment Parking Study, Salt Lake City, UT Pedestrian Pathways Study, University of Utah, Salt Lake City, UT Health Sciences Center Circulation Study, Salt Lake City, UT Traffic Impact Analysis Project planner for planning and operational studies. Typical tasks include data collection, trip generation estimation, LOS analysis using HCS and/or Synchro, and report preparation. Projects include: Village on Main Street, Bountiful, UT The Woodlands Development, Island Park, ID Sheepherders Inn, Folsom, CA CRSA Individual Experience onomlc and Housing Analyst obertson & Burningham, Inc. pop EDUCATION: 00 Master of Business Administration, University of Utah 00 Bachelor of Arts, Humanities, Brigham Young W* University 00 EMPLOYMENT HISTORY: 00 Lewis Young Robertson & Burningham, Senior Consultant/Vice President, 2005—Present 0* Wikstrom Economic & Planning Consultants, Inc., W Senior Associate, 1994-2005 00 PUBLIC SERVICE AND AFFILIATIONS: 0 University of Utah Business School Alumni Assoc. Board of Directors, 2001-2004 00 Member, American Planning Association 0" President, Davis School District South Council PTA 00 and Valley View Elementary PTA State PTA Committee on Education and Family Life 00 National Main Street Organization 010 SAMPLE PRESENTATIONS: "Downtown Revitalization," Utah League of Cities and Towns, September 2005 "Economic Impacts of Wal-Mart," Sanpete County Chamber of Commerce, 1998 "Basics of Market Analysis," Main Street Annual Conference, 2002, 2003, and 2004 "1999-2000 Utah Skiers Survey and Economic Impact of Utah Skiing Industry," Ski Utah Annual Meeting, June 2000 "Economic Development Opportunities in Cedar City," Cedar City Kiwanis Club, April 2001 "Basics of Redevelopment," Utah Main Street Annual Conference, Oct. 2004 "Impacts of Big Box Development on Local Communities," Heber City Chamber of Commerce, March 2005 "Revitalization of Downtown," University of Utah School of Architecture, March 2004 CRSA Individual Experience RANGE OF EXPERIENCE: Ms. Becker has a wide range of real estate, financial, economic, and project management consulting experience in private industry and with government agencies, including: • Assessment of the financial feasibility and economic impact of major capital facilities and real estate development— including convention centers, golf courses, airports, and reuse of obsolete buildings. • Establishment of local redevelopment agencies and assessment of redevelopment criteria—including blight, job creation, infrastructure, and budgets. • Fiscal impacts of development—including annexation, de -annexation, and incorporation feasibility studies. Studies have resulted in the formation of two new cities in Utah. Extensive analysis of government budgets, including impact fee studies for sewer, water, storm drain, electric utilities, public safety, roads, and parks/recreation. Over 50 impact fee studies have been prepared and enacted. • Litigation support related to economic impacts of development, user fees, and environmental issues. • Market analysis for local governments as well as for private developers. Extensive analysis of residential, office, retail, and industrial markets—including market niche analysis and specialized markets such as restaurants, golf courses, campgrounds, and entertainment centers. • Economic development adviser to the Utah Main Street program for past 8 years—conducted workshops for Main Street managers throughout Utah regarding basic market analysis techniques and development of strategies for economic development, and assistance with implementation. Regional economic—base, statistical, and input—output analysis to assess relative demand, and economic impacts, in regards to tourism industry in Utah. • Coordinated numerous market research and survey projects with attention to random sampling methodology and accurate interpretation of results. Surveys conducted include the ski industry, downtown beautification, and parks and recreation. • Public planning processes—including transportation, general plans, demographic/socio-economic, land use, and resource management plans. 'PROJECT BUDGET ESTIMATE C O O P E R R O B E R T S Project Name: Madison County, Idaho SIMONSEN Project Number: TBD ARCHITECTURE Client Name Madison County Client Contact Person Criag Rindlisbacher Date: Hourly Billing Project Principal: Soren Simonsen Project Manager: Laura Hanson Project Planner: Kelly Gillman 'Project Planner: Staff Total CRSA Hours 94 Direct Sub -Consultant Hours Sub -Consultant Total Project Hours $65.00 Total CRSA Billing 70 Estimated Direct Costs 140 Direct Costs: Sub -Consultants 92 Fehr & Peers 24 Lewis Young Robertson & Surningham 85 Total Sub -Consultants 68 Direct Costs: Other 706 '.Travel " Printing Meals/Lodging/Misc Total Other Direct Costs Total Direct Costs Grand Total Summary of Projected Tasks and Hours Jan 11, 2007 Estimate Hours Rate Total 60 $190.00 $11,400.0( 160 $95.00 $15,200.0( 94 $95.00 $8,930.01 138 $65.00 $8,970.01 $10,900.00 Transportation Review $20,500.00 Infrastructure and Municipal Services $31,400.00 $ 2,000.00 $ 500.00 $ 1,500.00' $4,000.00 Meeting .& Project Organization 8 .Kickoff Data Collection & Base Mapping, 22 Public Education Campaign 22 Stakeholder Interviews 20 Steering Committee/Charette Planning 35 Collaborative Charette - 72 CharetteSynthesis 48. Framework Development '. 70 Comprehensive Plan Alternatives 140 Comprehensive Plan Documentation 92 PublIC Open House 24 Final Document Prep 85 Adoption Process _ 68 Total 706 0