HomeMy WebLinkAbout201762 CLARION AND ASSOCIATES - CONTRACT - RFP - 7066 CITY PLAN TRANSPORTATION PLAN UPDATEPROFESSIONAL SERVICES AGREEMENT
THIS AGREEMENT made and entered into the day and year set forth below, by and
between THE CITY OF FORT COLLINS, COLORADO, a Municipal Corporation, hereinafter referred
to as the "City" and Clarion Associates, LLC, hereinafter referred to as "Professional" .
WITNESSETH:
In consideration of the mutual covenants and obligations herein expressed, it is agreed by
and between the parties hereto as follows:
1. Scope of Services. The Professional agrees to provide services in accordance with
the scope of services attached hereto as Exhibit "A", consisting of Twenty Seven (27) pages, and
incorporated herein by this reference.
2. The Work Schedule. The services to be performed pursuant to this Agreement shall
be performed in accordance with the Work Schedule attached hereto as Exhibit "B", consisting of
one (1) page, and incorporated herein by this reference.
3. Contract Period. This Agreement shall commence five (5) days after execution of
contract and shall continue in full force and effect until March 30, 2011 unless sooner terminated as
herein provided
4. Early Termination by City. Notwithstanding the time periods contained herein, the
City may terminate this Agreement at any time without cause by providing written notice of
termination to the Professional. Such notice shall be delivered at least fifteen (15) days prior to the
termination date contained in said notice unless otherwise agreed in writing by the parties.
All notices provided under this Agreement shall be effective when mailed, postage prepaid and sent
to the following addresses:
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■ Work with Staff to identify and contact potential speaker(s) for Symposium event.
• Finalize Symposium name/identification and schedule.
1.4 City PlanNetworks Outreach
City Team Meetings: Conduct two initial meetings with (a) City Oversight Team
and (b) Technical Staff Team to review overall work plan approach to discuss key
issues.
E-Networks: Assist City staff with website preparation for unveiling - to include
information for the community about the project and upcoming events.
Task 2: City "Snapshot"
The purpose of this task is to conduct initial research and compile information on peer
cities with desirable attributes; the current state of Fort Collins, focusing on current
conditions (building on the Community Scorecard, City Plan Monitoring Report and
recent City budget discussions); current regional and national trends; and long-term (50
years +) trends that may influence the city's future. This material will provide the basis
for Task 3 activities. Task 2 encompasses the following subtasks:
2.1 Initial Research on Trends and Peer Cities
■ Working with Staff, establish parameters for trends and peer cities research to
define and "bracket" (with criteria) the range of information to' be collected.
Identify data collection protocol and determine work allocation among
Professional and Technical Staff Team members (for subtasks 2.1 and 2.2). (Note:
Staff would complete at least half of the research, with Professional compiling
and organizing final products.)
■ Identify a short list of potential cities and data collection protocol and assemble
peer cities research. (This information may be used to provide a comparison of
key trends between Fort Collins and peer cities).
■ Update peer city research to establish sustainability-related best management
practices. Build on benchmarking information collected from Community Score
Card, City Plan Monitoring Report, Utilities in the 21 It Century Report, City's Green
Building Services Plan, Mobility Management Best Practices, Climate Wise, Climate
Task Force, Fort Collins Climate Action Plan, Mid-Town/College plan, etc.
■ Conduct research and prepare "white paper" on long-term demographic,
housing, economic, land use, energy, and transportation trends that would affect
the city. Develop 25, 50+ year population and employment projections.
■ Describe state of the art practices where communities have used the arts and
cultural initiatives to enhance livability.
■ Describe state of the art practices to attract "creative class" entrepreneurs.
■ Identify the environmental and physical factors that contribute to creating "sense
of place" in communities like Fort Collins.
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2.2 City "Snapshot" Analysis
Land Use, Socioeconomic, and Arts and Culture Analysis
• Review existing plans and policies, including but not limited to City Plan
and subarea plans, and IGAs.
• Work with Staff to prepare inventory maps as basis for land use analysis.
Map inventory will include but is not limited to: (a) Structure Plan current
designations; current zoning; existing land use (including updated vacant
lands inventory, and underutilized lands inventory); current and recent
developments; natural and sensitive resources; infrastructure (electricity
transmission, water/sewer, schools, police, fire and emergency services,
etc. Transportation and stormwater are addressed separately below);
parks and open lands; and; (b) "Areas of stability/areas of potential
change" analysis base map with quantitative buildout capacity measures.
• Address character and quality of "place", "community", and
"neighborhoods."
• Address housing (affordability, jobs/housing balance), homelessness and
poverty.
13 Assess participation in civic life, diversity.
• Address culture, arts, recreation, library (i.e., availability, access, quantity,
and other factors).
• Address food production and security.
• Assess technology infrastructure.
13 Address economic vitality (e.g., net new business licenses, employment
growth (generally and in targeted industries), targeted business centers
(e.g., downtown), wages, etc.).
Transportation Analysis
Review the available transportation data and prepare summary text for
inclusion in the "Snapshot" Report. This subtask will rely on available
summaries and monitoring reports, augmented with a policy review of
existing transportation policies and procedures and sustainable
transportation programs and the baseline inventory of the transportation
system. Subtasks will include:
- Review and assess the City's transportation policies for development
review, design standards, and performance standards and follow
up with interviews or meetings with City staff to gather additional
information.
- Compile existing data on the roadway and traffic control system,
including characteristics of the network, Intelligent Transportation
Systems (ITS), and available current and historical traffic volume
data.
- Identify known transportation safety issues and summarize available
crash data for all modes.
- Summarize bicycle facilities and related activity data from the Bike
Plan.
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- Summarize transit facilities and activity.
- Compile information on travel needs and availability for disabled
persons.
- Compile available pedestrian facility data and walking volume
data.
- Summarize transportation demand management programs
provided by the City and available to residents and employees.
Sustainability Analysis
13 Prepare summary materials on Sustainability "Best Practices" and current
City sustainability trends, plans, policies, programs, and data related to the
environment and natural resources, energy, food security, and other
sustainability-related topics.
13 Update on existing plans, policies, programs, and data related to
sustainability.
Stormwater Sustainability Analysis
13 Review existing City storm water standards, policy statements, etc. as
provided by Utilities staff.
Research and identify national trends and models for innovative storm
water planning and design; complement the 2009 McBride study to focus
on the structural Best Management Practices (BMPs) not currently allowed
under City standards and practices. Identify zoning, fiscal, and related
planning and governmental innovations in other cities that promote
innovative storm water policies and practices.
13 Prepare for and facilitate an initial storm water workshop with City staff to:
o Review current storm water design criteria and standards, and
recommend areas requiring modifications given staff and City
Council directives to update City policies;
o Identify areas of the City deficient in storm water volume and water
quality facilities;
o Identify prototypical land use areas that describe the range of
existing land use types requiring changes in storm water policies
and practices; and
o Discuss a range of approaches to address deficiencies in the
existing system based on staff knowledge and results of research
conducted as part of this task.
Prepare a storm water memorandum identifying issues to be addressed,
prototypical areas to be studied in more detail, and a universe of options
of structural and policy approaches to be considered in more detail in
future phases.
13 Prepare City-wide sketch plan locating land use prototypes in relation to
GIS watershed mapping.
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13 Refine and revise the storm water memorandum based on Utilities staff
comments and storm water workshop.
Fiscal/Economic Sustainability Analysis
• Research pertinent fiscal and economic best -management -practices and
programs from communities that have moved towards an emphasis on
redevelopment and a commitment to comprehensive sustainability.
• Research information related to long-term employment forecasting,
opportunity sites for regional retail development, and other relevant
information related to economic trends and opportunities. Incorporate the
findings of the targeted industry study.
Research best -management -practices where carbon footprint outcomes
are used to design fiscal incentives or constraints or to facilitate desired
economic development initiatives. Focus carefully on benchmarks and
performance metrics that might be applied in City Plan.
Cost Recovery Implications and Modeling - On -going operations and
maintenance. Build a cost -recovery model that can be linked with the
broader City Plan sustainability model. Unlike more traditional models, this
cost recovery model will be structured to be sensitive to the triple bottom
line metrics and sustainability considerations such as low impact
development, density, and emerging structural revenue trends, such as
reductions in sales tax revenue per capita. The model results will provide
quantitative information that highlights emerging fiscal policy issues to be
managed in Phase 3. (Note; the cost recovery model is a complex
spreadsheet, built uniquely to match Fort Collins finance policies and
practices and its budget. It will calculate annual revenues generated by
development and annual expenditures incurred by the City to service
development. It will include general government funds; and may be
expanded to include enterprise funds. Most typically, cost recovery
models cover general government funds because, by definition, enterprise
funds are self-sustaining. Once built, the model will be used to test any new
alternatives pertinent to the City Plan. Typically, cost recovery models
focus on annual revenues and expenditures; a separate analysis will be
prepared to address capital expenditure items). (Transportation funding is
addressed is addressed in 6.1)
Parks and Open Space Analysis
Prepare summary materials on current City parks and open space trends,
plans, policies, programs, and data.
Natural Resources Analysis
13 Prepare summary materials on current City natural resources trends, plans,
policies, programs, and data.
Water Resources Analysis
Prepare summary materials on current City water resources trends, plans,
policies, programs, and data.
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2.3 . Produce Preliminary City "Snapshot" Report
Compile all materials prepared as part of subtasks 2.1 and 2.2 into an overall City
"Snapshot" Report. The Report is intended to provide a snapshot overview of -
current conditions as well as regional and national trends that will influence the
city in years to come.
■ Prepare summary report for web, media, and broad distribution.
2.4 City PlanNetworks Outreach
■ City Team Meetings: Review draft City "Snapshot" Report with (a) City Oversight
Team and (b) Technical Staff Team. Revise materials as needed to reflect
comments and additions.
Focus Group Meetings: Conduct up to five focus groups (with additional
meetings to be conducted by Staff as needed) with different interest groups to
assess their ideas related to targeted topic areas. Topics may include but are not
limited to Land Use, Sustainability, Transportation, Fiscal/Economic, Arts and
Culture, Housing, and Stormwater. Revise materials to reflect comments and
additions.
■ Boards and Commissions: Distribute summary to City Advisory Boards and
Commissions for review and comment (combination of Staff and Professional
team members). Provide targeted questions for relevant boards and
commissions.
Staff Briefing for P&Z, Transportation Board, Electric Board, Water Board, etc. and
City Council: Staff will brief the P&Z, Transportation Board, Water board, Electric
Board, etc. and City Council at separate meetings.
■ E-Networks: Post summary on website, social media sites with interactive
comment ability.
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Task 3: Symposium of Ideas / Community Dialogue: Our City of the
Future
The purpose of this task is to generate citywide publicity and interest in the Plan(s)
update process through a high -profile event and follow-up activities to discuss trends,
influences, and the future of Fort Collins. The events and materials created during Task
3 will build on the research and ideas generated during Task 2 activities. Task 3
encompasses the following subtasks:
3.1 Symposium of Ideas
■ Two-part event (to be further defined during subtask 1.3).
Part 1—Interactive Focus Groups Forum (Added Scope Task): Host afternoon
session with a diverse range of 50-100 participants (by invitation with RSVP to
ensure broad representation, but also open for public viewing). Criteria for
invitation will include but is not limited to: current boards/commissions members
or representatives, capturing a broad spectrum of community thought leaders
with a range of interests (business, environment, arts/culture, education, etc.), and
diverse geographic representation. The session would be to brainstorm initial
ideas on trends influencing the future of Fort Collins. Session will start with a
presentation on findings from Task 2, followed by interactive exercise designed to
focus on identifying most important trends and influences. Discussion and
interaction with our featured keynote speaker for the evening event will occur.
These identified "trends" will serve as the basis for the prioritization exercise to be
conducted as part of the Evening Symposium event with keynote speaker. (Note:
Alternatively this event could be held on the day following the Symposium, to
focus on synthesizing input from the evening event with a reception following the
event.)
Part 2—Evening Community Symposium Event: Convene evening Community
Symposium event that is open to all interested participants with high -profile
keynote speaker and large group exercise on future trends, opportunities and
challenges for Our City in the 21 st Century (speaker would have been identified
and organized during Task 2.) City and sponsors would provide snacks and
beverages. Meeting logistics will provide for concurrent web cast and ability to
provide comments and real time input online and via social media. Agenda
would include:
11 Brief welcoming remarks from Mayor and City Manager.
• Present summary presentation of findings from Task 2 - City Snapshot.
• Keynote presentation on future trends, opportunities and challenges for our
City in the 21 st Century.
13 Facilitate real-time exercise with attendees to brainstorm and prioritize most
important trends for the future of Fort Collins (building on work conducted
at earlier community workshop). This exercise may include breakout table
discussions, and, depending on facility capabilities and available funding
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for the Symposium, real-time synthesis using key pad polling and data
collected from individual breakout groups trends/priorities. The large
group and on-line participants will be able to review and vote on
synthesized ideas.
3.2 City PlanNetworks Outreach / Community Dialogue
• Media Outreach: Staff would coordinate with the media to announce
Symposium and Community Dialogue. Coordinate with Beet Street to announce
events.
■ Boards and Commissions: Prepare brief written summary (brochure -style) for
Advisory Boards and Commissions and website; present and get input on initial
ideas from Symposium/Dialogue. Prepare a written survey with targeted
questions to focus on specific areas requiring input from Boards and Commissions.
■ Public Notice: Staff will conduct most of initial event publicity and noticing for
several weeks preceding the Symposium (using current email lists, utility bill inserts,
Advisory Boards and Commissions and other organizations). Professional will assist
with review and editing of publicity materials.
■ E-Network: Facilitate on -going Community Dialogue (for 3-4 weeks following the
Symposium), intended to foster review and comment on initial findings and ideas
from the Symposium. This would occur through the website, blogs, Facebook,
YouTube video of presentation highlights, and other options to be discussed
during subtask 1.3.
■ Poster Displays: Produce poster displays for libraries and other information
venues, directing citizens to the website to provide comments on the Symposium
findings.
■ Poudre School District (PSD) High School Outreach: Prior to the Symposium, bring
a streamlined version of the "City of the Future" dialogue to PSD high schools for
brainstorming on trends and desires; use event video and design simple exercise
to solicit comments and input from students and encourage them to attend the
symposium with their families. Staff would conduct these events with assistance
from Professional in preparing materials. (Note: To keep this process manageable,
the planning team would likely target high school civics classes with a web -based
exercise and/or survey that would be promoted via email broadcast to PSD
students, if PSD would allow use of student email list -serve.)
■ Staff Briefing for P&Z, Transportation Board, Water Board, Electric Board, etc.and
City Council: Staff will present a briefing to the P&Z, Transportation Board, Water
Board, Electric Board, etc.and City Council at separate meetings.
3.3 Report on Symposium/Community Dialogue
■ Prepare summary report of trends and issues from Symposium and Community
Dialogue, incorporating comments received during the Community Dialogue
period.
■ Describe the land use, socioeconomic, arts and culture ideas.
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■ Describe the transportation ideas.
■ Describe stormwater ideas.
■ Describe the fiscal and economic implications associated with the results of the
Symposium of Ideas and incorporate these concepts into ongoing efforts. For
example, how might changing demographics impact municipal services or
impact housing choices? These considerations will be explored in Phase 2.
■ Describe other ideas, including sustainability.
Task 4: Verify City Plan/Transportation Master Plan Directions
The purpose of this task is to review the current City Plan vision and directions
articulated in the goals, policies, and guiding principles to set the stage for an
evaluation of changes and new directions to be considered during Phase 2. Much of
this analysis will build on the findings and comments from the Symposium (Task 3).
Task 4 encompasses the following subtasks:
4.1 City Plan and Transportation Master Plan Directions Report
■ Based on analysis of Task 3 findings and review of current documents, determine
parts of City Plan and the Transportation Master Plan that are still valid; parts
needing refinement; and new topics to explore during Phase 2.
4.2 Define Initial Indicators/Screening Criteria for Alternatives Modeling
Work with Technical Staff Team to determine indicators and screening criteria to
be used to begin development of integrated modeling framework (subtask 6.2) to
be used to develop alternatives and key choices during Phase 2. This will include
criteria related to environmental, economic, and social/community
considerations.
Through the use of an online survey, assess the in-house technical capacity to
monitor and track indicators within select City departments. This assessment will
help in the development.of an integrated modeling platform (subtask 6.2) and
any capacity building training (subtask 10.3) provided to ensure the long term
utility of indicators and modeling in decision making and implementation
monitoring.
■ Provide a list of potential performance measures reflecting Fort Collins community
values while minimizing data collection costs.
■ Technical Staff Team Workshop: Professional will conduct a half -day workshop
with the Technical Staff Team to refine the list of performance measures.
■ Examples of measures that would be discussed include:
Carbon Footprint and Ecosystem Health:
• Energy footprint from transportation, built environment, and City
services linked to energy mix during peak and non -peak hours
• Healthy community index related to smart growth strategies, local
food, air and water quality, and other indicators
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Impacts on natural resources
Transportation:
• Specific increase in net vehicle trips and VMT
• Specific increase in delay on key corridors
• Increase in per capita CO2 emissions
• Loss of transit ridership or walk/bike mode share
• The goal of this subtask is to describe each selected measure and
define whether the travel demand model or the City Synchro model is
an appropriate tool, how to collect necessary data, and how to
present the results
• Transportation cost per capita, cost as percentage of household
income
Finance/Socioeconomics:
• Income distribution and job growth in certain sectors
• Business start-ups
• Jobs/housing balance
• Housing affordability/supply
• Fiscal impacts and revenues
Built Environment:
• Land consumption
• Land efficiency
• Consider measures of satisfaction (e.g., health, safety, social)
4.3 City PlanNetworks Outreach
■ City Oversight Team Meeting: Host meeting with the City Oversight Team to
review results from Symposium/Community Dialogue, and to discuss plan
directions and measures.
Focus Group Meetings: Conduct up to five focus groups (with additional
meetings to be conducted by Staff as needed) with different interest groups to
assess their ideas related to targeted topic areas. Topics may include but are not
limited to Land Use, Sustainability, Transportation, Fiscal/Economic, Arts and
Culture, Housing, and Stormwater. Revise materials to reflect comments and
additions.
■ P&Z Study Session: Attend a study session with the P&Z to present findings and
discuss next steps.
■ City Council Study Session: Assist with preparation of agenda and presentation
materials; attend a study session with the City Council to present findings and
discuss next steps.
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Phase-] Deliverables.. and yMeetings
Professional °Deliverables
Professional,will 'provide'the foliowing:
Task 1 `(mid -December; 2010)
■. :. Finalized schedule andIeam reIsource plan, with work assignments
Ideas for website, lbyout`-and organization (subtask l .2);
subta.and
Y p 4 ,. (g .4).
■ Mater alsofor•in tlalsoutreacdhemeet 6gt ss , sk 1
■ k 1.3 u in
,
Task 2 (mid -January, 2010) ,-
■ Stormwater-nf
describing loc<
workshop and
■ �.�lransportati,on>
■ I; "Snapshot" coi
cityanalysisJal
O'd audit. (sub
* . Materials for.ot
Stormwa
s idE,
nta.on boards summarizing storm tiwater pro' totypes t (subtask
anon (subtask.2.2),
i report t6indlude. peer citiesiresearchand socioeconomic trends;,..
ining information.in subtask 2 2); and'sustainability "best practices".
3) and
h events (subtask 2.4).
r
Task 3. (late February, 20.10) `
■ Symposium materials-(subtask 3.1),' h
Materials for,outreach events (subtask 3 2); and
"Our City;of the Future-,Repor#" of. Symposium and Co.mmunfty Dialogue'-(subtask 3 3).
Task 4 (mid-March,-2010)
■ City Plan Directions Report (subtask 4 1)
■ Initial indicators screening criteria for model'in'Phase 2 (subtask 4:2) and
:Materials forout.reach events: (subtask`'�4 3).
Professional: Meetings',�
The Prof'essiorial'will`organize and facilitate the following ey,ents and meetings.;:
■ Mee tings,with �City'Overs ght Team Technical,Staff Team (threeGsets of meetings);
Symposium of,ldeas, 4 , 1 ,
■ Focus groups (twosets of five meetings)
■ One study'session with the P
y
■ , One stud session with City Council
,
f ,
City Staff Delive'rabies..
City Staff,willbe,respom ble for providing the following.
,
r.
■ Orgd'hization of staff committees, focus groups, and:distributioWof materials, including:'
.utility .bill inserts; newspaper media `.
■ . Project identification,`mgterials-and website forproject;,maintenance of websife
" 'Funding for. Symposium and sponsorships;for, food venue,,a.nd other donations;
■' Organization of facility setup;and notification for';Symposium of Ideas
■ :' "Snapshot":,report designated research and sections to Professional team,m
■ Attend focus group meetings;' boards and commission meetings• and City Council
briefings
■ G I S .inventory maps (template and analysism ,aps'fo be prepared by Professional)
.,,
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Professional:
City:
With Copy to:
Clarion Associates, LLC
City of Fort Collins
City of Fort Collins, Purchasing
401 Mason Court, Suite 101
Advance Planning
PO Box 580
Fort Collins, CO 80524
Attn: Joe Frank
Fort Collins, CO 80522
PO Box 580
Fort Collins, CO 80522
In the event of any such early termination by the City, the Professional shall be paid for services
rendered prior to the date of termination, subject only to the satisfactory performance of the
Professional's obligations under this Agreement. Such payment shall be the Professional's sole right
and remedy for such termination.
4. Design, Project Indemnity and Insurance Responsibility. The Professional shall be
responsible for the professional quality, technical accuracy, timely completion and the coordination
of all services rendered by the Professional, including but not limited to designs, plans, reports,
specifications, and drawings and shall, without additional compensation, promptly remedy and
correct any errors, omissions, or other deficiencies. The Professional shall indemnify, save and hold
harmless the City, its officers and employees in accordance with Colorado law, from all damages
whatsoever claimed by third parties against the City; and for the City's costs and reasonable
attorneys fees, arising directly or indirectly out of the Professional's negligent performance of any of
the services furnished under this Agreement. The Professional shall maintain commercial general
liability insurance in the amount of $500,000 combined single limits and errors and omissions
insurance in the amount of $500,000.
5. Compensation. In consideration of the services to be performed pursuant to this
Agreement, the City agrees to pay Professional a fixed fee in the amount of Eight Hundred Thirty
Three Thousand Six Hundred Seventy Three Dollars ($833,673). All such fees and costs shall not
exceed Eight Hundred Thirty Three Thousand Six Hundred Seventy Three Dollars ($833,673).
Professional is authorized to proceed with Phase 1 at this time. Professional is not authorized to
proceed with Phase 2 and 3 until authorized by the project manager and the appropriation of funds
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Phase 2 Objectives:
During Phase 2, Professional will work with Staff to explore the findings and
implications of Phase 1 results by exploring a range of possible plan choices and
tradeoffs with the community. The final task will begin to establish the preferred
direction for City Plan and the Transportation Master Plan —for the next 5 to 25 years
and beyond.
Questions to Address during Phase 2:
• What should the City add to or otherwise revise its vision, principles, and policies?
• What are alternative choices for the future, across a broad range of topics?
• What are the trade-offs and consequences of these choices?
• What are the communities preferred directions?
Task 5: City P/an "Bia Ideas" and Vision
The purpose of this task is to determine the directions to be explored during the second
phase of the Plan update process, with a particular focus on "new ideas" and possible
structural changes to City Plan and the Transportation Master Plan. Task 5
encompasses the following subtasks:
5.1 City Plan/Transportation Policy Structure
■ Prepare critical analysis of current City Plan/Transportation Master Plan structure
and policy direction, to determine structure of updated Plan(s).
■ Review and discuss with Technical Staff Team to determine parts of Plan(s) to
keep intact, parts to revise, and additions needed.
5.2 Initial Discussion on "Big Ideas" to Add to and Enhance the Vision
• Based on findings and results from Phase 1 and policy discussions during subtask
5. 1, determine topics for new Guiding Principles and/or new ideas to address
during Key Choices evaluation in Task 6. Prepare memorandum summarizing
direction for Plan updates.
5.3 City PlanNetworks Outreach
City Team Meetings: Facilitate meetings with (a) City Oversight Team and (b)
Technical Staff Team to review and discuss Big Ideas/vision topics to be evaluated
during Task 6.
Staff Briefing for P&Z, Transportation Board, Water Board, Electric Board, etc. and
City Council: Staff will brief the P&Z, Transportation Board, Water Board, Electric
Board, etc. and City Council at separate meetings.
■ E-Network: Update website materials.
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Task 6: Key Choices Development / Model
The purpose of this task is to identify and develop a comprehensive set of policy and
plan choices for the future of the city that builds on results from Phase 1 and earlier
phases of this Task. These will cover a wide range of topics as listed below. To the
extent possible, Professional will develop and evaluate key choices as a set of
"bundled" options to address the topics listed in subtask 6.1 below to illustrate how key
choices will affect a range of interrelated areas. For example, an option might address
land use and transportation changes along transportation corridors. The intent is
creating a limited set of options (e.g. no more than 15 to 18), so the options can be
packaged in a clear understandable way. Task 6 encompasses the following subtasks:
6.1 Identify Initial Key Choices
■ Considering the targeted big ideas, and topics of land use, sustainability,
transportation, energy and climate, stormwater, fiscal stability, and other topics,
Professional will identify key choices as follows:
Land Use, Socioeconomic, and Arts and Culture Choices
Professional will prepare a preliminary list of land use choices for review
with Staff that recognizes evolving growth patterns. The choices may focus
on particular locations and targeted analysis or assembled as a package
of possible spatial changes and policy directions in combination with
transportation and other topics identified below. Considerations may
include locations for industry, future regional retail locations, etc. Building
on the land inventory step, choices may include but are not limited to the
following:
• Infill and redevelopment. Professional will work with Staff to identify
targeted locations, policy direction, and up to three locations to
present graphic portrayal of visualizing change. Consider strengths and
weaknesses of current infill and redevelopment standards, building on
the "Refill Phase 2" project currently underway and Mid-Town/College
plan.)
• Enhanced travel corridors and nodes (coordinating land use
choices with transportation alternatives)
• Growth Management Area greenfield development (limited to
areas not addressed in recently updated subarea plans)
• Housing (affordability, etc.)
• Historic preservation (neighborhood locations and standards)
• Role of open lands in shaping growth and their role
• Locations for future small-scale industry and employment of the
future
• Arts and culture role
• Other future needs
Transportation Choices:
Professional will prepare a preliminary list of transportation choices for
review and revision with Staff. Choices may be described for individual
analysis or assembled in a logical package of changes for inclusion in
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scenario testing and evaluation. Professional will define evaluation
methods for each element of the transportation choices. A combination
of regional model analysis, corridor operations analysis, simulation, and
qualitative evaluation is anticipated.
Transportation Policies: Professional will review the Master Street
Plan, the street classification system, and the associated Larimer County
Street Standards for compatibility with the key choices the community
may consider. Professional will consider changes to the classification
system, treatment and relationship to Enhanced Travel Corridors, and
refinements or policy conflicts within the street standards, including
"complete"/"living streets" and context sensitive design. Options for
key changes to these policies will be established. Professional will
examine the potential for linking public health and transportation more
effectively in Fort Collins. Professional will review policies, barriers, and
untapped partnerships and prepare a literature review of the current
research in this area. To inform the choices phase of the project,
Professional will develop options for evaluating public health outcomes
of key transportation choices.
Transportation Funding: Traditionally, transportation projects are
selected based on criteria like functional class, design standards, and
ability to provide uncongested traffic operations through a determined
horizon year. Once a design is developed to meet these objectives,
funding is obtained and the project is constructed. However, as funding
for transportation projects becomes scarcer, more often than not, this
traditional planning paradigm is unrealistic. Funding availability to
construct a project can no longer be assumed. Moreover, with
increasing congestion in urban areas, designing facilities that would
meet target level of service (LOS) thresholds in the long-term is
becoming cost prohibitive. Professional will prepare a toolbox of
alternative funding methods for transportation projects. The toolbox will
include order of magnitude estimates of revenue potential. Examples
of methods include but are not limited to:
o Location Efficient Impact Fees
o Transportation Utility Fees
o Regional Transportation Authority
o VMT Taxes
o Fuel Taxes
Sustainability Policy Choices:
Professional will prepare a preliminary list of sustainability-related choices for
review and revision with Staff. Topical examples include:
• Climate change and air quality
• Water quality and conservation
• Renewable energy, energy efficiency and energy conservation
• Mobility and transportation
• Urban forestry
• Housing accessibility and diversity
• Community health and safety
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Food production and nutrition
Recycling, reuse and waste reduction
Open space, parks, and trails
Natural Resources and Open Lands Policy Choices:
In general, our understanding is that the City already has a strong set of
policies in place related to open lands and natural resources. However, there
may be opportunities for updating or enhancing existing policies (particularly
related to coordination with other focus area topics such as storm water or
sustainability) or adding new policies and directions as may be determined
during the planning process.
Stormwater Choices:
Professional will prepare choices for review and revision with Staff, including
the following:
• Coordinate with other team members, and integrate storm water
prototypes into alternatives for updated roadway designs, existing and
potential new park and open space types, and updated private
development standards. Prepare prototypical illustrative structural Best
Management Practices (BMPs) and storm water conveyances for each
land -use type identified during task 2 of the plan update process;
illustrate through typical cross -sections, digital and hand -drawn
sketches and photo precedents.
• Develop strategies and identify required studies and procedures for
updating individual watershed plans; develop recommendations for
updating existing storm water standards and practices and for revising
existing storm water ordinances.
Economic Vitality and Fiscal Viability Choices:
Professional will prepare a preliminary evaluation of economic and fiscal -
related choices and considerations for review with staff, including the
following:
• Affordable Housing. Describe how the City's affordable housing
objectives can be sustained and amplified within the 2035 City Plan
Choices and Preferred Directions.
• Potential New Economic Drivers and Enhancement Projects. The
City is considering pursuit of several projects such as additional arts and
cultural facilities, new sports venues and destination tourism facilities.
This subtask would summarize potential techniques to facilitate
development of these potential projects.
• Economic Development Tools. Describe specific types of tools,
policies or practices to facilitate City Plan's economic development
initiatives. This may include consideration of differential fees for
infill/redevelopment versus Greenfield development, economic
repositioning, and/or capital investment priorities to achieve plan goals.
• Relationship between Infrastructure and Economic Development.
Discuss the role and importance of infrastructure and transportation in
providing access to jobs and economic vitality.
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13 Other Topics Identified during Phase 1 and Task 5 above.
6.2 Key Choices Model Development
■ As a comprehensive set of policy and plan choices emerges during subtask 6.1,
Professional will work with the City to identify the most appropriate tools and
models to gauge the impacts of choices and to monitor progress during the
implementation phase. This process includes the refinement of indicators
identified in Task 4 to be able to model the impacts associated with key choices.
Based on the Key Choices Package, identified indicators, and the technical
assessment of existing in-house modeling capacity, Professional will develop a
cost-effective integrated platform for modeling choices, assisting decision -
making, and monitoring implementation progress. The integrated model will
include both GIS spatial models and spreadsheet models managed through a
single user interface.
6.3 Initial Key Choices Package
Prepare a unified set of initial "key choices" (based on subtask 6.1) suitable for
distribution and review through meetings, website, and social media.
6.4 City PlanNetworks Outreach
■ City Team Meetings: Meet with (a) City Oversight Team and (b) Technical Staff
Team(s). Revise materials to reflect comments and additions.
■ Focus Group Meetings: Conduct up to five focus groups (with additional
meetings to be conducted by Staff as needed) with different interest groups to
assess their ideas related to targeted topic areas. Topics may include but are not
limited to Land Use, Sustainability, Transportation, Fiscal/Economic, Arts and
Culture, Housing, and Stormwater. Revise materials to reflect comments and
additions.
■ E-Networks: Update website materials.
■ Boards and Commissions: Prepare and distribute materials for boards and
commission review. Include targeted questions to focus on specific areas
requiring input from Boards and Commissions. Revise materials to reflect
comments and additions.
■ Staff Briefing for P&Z, Transportation Board, Water Board, Electric Board, etc. and
City Council: Staff will brief the P&Z, Transportation Board, Water Board, Electric
Board, etc. and City Council, at separate meetings.
Task 7: Key Choices Analysis and Workshop
After identification and refinement of particular choices and options for targeted areas in
the community (in subtask 6.1), Professional will model and analyze the alternatives to
facilitate discussion of a diverse range of choices for the city's future. The Key Choices
and analysis will be packaged in a user-friendly and graphic way for review with Staff,
City teams, elected officials, and the public to include consideration of the following:
Standard Professional Services Agreement- rev07/09
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• What is the proposed change or set of options?
• How will it affect our future?
• What will it take for it to be implemented?
Task 7 encompasses the following subtasks:
7.1 Analysis of Key Choices -Overview
After refining particular choices and options for targeted areas (following subtasks
6.1 through 6.4), Professional will model and analyze the alternatives. The model
will rely on a defined set of parameters and indicators (e.g., energy use, natural
resources impacts, water consumption and quality, land efficiency, travel
patterns, carbon footprint, and others) to help the public and decision -makers
understand implications of different choices.
7.2 Transportation Analysis Tools
Professional will develop and refine available analysis tools for the transportation
and land use scenarios/choices. These models will provide the ability to evaluate
transportation system network and modal alternatives, to assess various
performance indicators (developed during subtask 4.2) for alternatives, to provide
information regarding regional pass -through versus locally -generated traffic on
City streets, and to produce various graphical displays of results. Professional will
provide the following:
13 Dynamic Validation of the regional model to establish its sensitivity and
applicability to key choices.
13 Smart Growth regional model enhancements to increase the sensitivity of
the model to specific development and design patterns.
• Greenhouse Gas Emissions documentation.
• Modeling of demand for bicycling and walking.
■ Regional Model Dynamic Validation Tests
At the outset, Professional will meet with City staff to review the past
performance of the model in terms of Staff experience with and
confidence in the AM and PM peak hour and daily travel forecasts. Since
the model will be relied upon to produce a variety of outputs, including
intersection results at study intersections and selected additional measures
such as vehicle miles traveled (VMT), vehicle hours traveled (VHT), and
other performance measures, it is imperative that we test the model's
ability to accurately forecast future conditions.
This validation effort will include dynamic validation tests of how the model
responds to changes to verify its level of sensitivity. These tests will include
land use and network changes similar to those anticipated for this plan
update. Dynamic validation tests will include the changes to the model
such as adding and deleting a link, plus modifying land uses at various
magnitudes to evaluate changes in the vehicle trip assignment. For the
dynamic tests, Professional will review the traffic volume forecasts to verify
that they change in the appropriate direction and magnitude. This process
is important for establishing a level of confidence in the future year
forecasts produced for the general plan analysis.
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■ Smart Growth Model Enhancements
Improving the model's ability to capture relationships between "smart
growth" land use characteristics and transportation effects would be
employed to improve VMT forecasts used in greenhouse gas analysis.
Since the Plan land use alternatives to be evaluated during Task 6 are
intended to follow smart growth principles, enhancing the model for smart
growth sensitivity would be highly beneficial to fully capture the potential
effects of the Plan alternatives on vehicle travel.
This evaluation will provide a context for how changes to the built
environment affect travel and what direct reductions in vehicle travel may
occur due to changes in the 4Ds along with a new 5th (Distance to transit)
and 6th D (Demographics). These adjustments will show the regional
benefit of various land use alternatives and the potential change in overall
travel characteristics. In addition, the discussion will provide a clear
description of the inherent trade offs of compact urban development on
local traffic operations as it relates to LOS polices. This will be done as an
off -model process to capture effects on a more localized roadway level in
addition to the global measures.
■ Greenhouse Gas Emissions Data
Professional will derive potential greenhouse gas and other air pollutant
quantitative data from traffic counts and travel demand forecasts. The
specific travel demand output necessary usually includes traffic volumes,
level of service, VMT, and speeds. Fehr & Peers will provide post -processor
routines to ensure that data is created efficiently and in the format
specifically requested by those running the air quality models. Current post -
processors output the volume data by functional classification (including
number of lanes), and the VMT will be stratified by 5-mph speed increments
for use in current air quality models.
■ Modeling Demand for Bicycling and Walking
As part of this task, Fehr & Peers will develop GIS-based models to forecast
typical weekday walking and bicycling activity in Fort Collins. The models
will be capable of estimating walking and bicycling demand by street
segment within the city. They will be based on socio-economic and built
environment factors and validated against existing local pedestrian and
cyclist counts. Several factors have been shown to have significant effects
on the number of people walking in a given area. Because walking and
bicycling activity can vary greatly from place to place, Professional will
develop a regression -based demand model to identify which specific
factors are most correlated with pedestrian and bicycle volumes.
Pedestrian and bicycle demand will be estimated by testing a number of
variables that describe the land use characteristics, proximities to key
destinations for walking trips, socio-economic attributes and
accessibility/permeability of the streets in the downtown area.
Independent variables will include the following factors:
• Land'Use - Including housing (population) density, employment
density, land use mix (diversity of nearby land uses), and parking
locations.
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• Proximity to destinations - Neighborhood shopping, transit stops and
centers, parks, schools, trail access, social and recreational destinations
and employment centers.
• Socioeconomic characteristics - Including age (% under 18 and
over 65), income (% below poverty level), and vehicle ownership (%
households with one or fewer vehicles) or other characteristics as
appropriate.
• Street permeability/accessibility - Including intersection density,
block sizes (street segment lengths), presence of block cut-throughs
(alleys, trails, pedestrian -only streets), presence of barriers (freeway,
railroads, water features, fenced areas, etc.), street accessibility / axial
map relationships, and street connectivity.
13 Pedestrian and bicycle deficiencies will also be mapped in GIS to create
an "index" of the supportiveness of existing infrastructure for walking and
bicycling. Infrastructure deficiencies will include: locations with high
collision frequencies, inadequate or missing sidewalks or bicycle facilities,
high -volume streets with few crossing opportunities, inadequate street
lighting, etc.
13 Professional will develop a database containing as many of these variables
as are available through the City's GIS department. This should include a
street centerline file, a sidewalk and crosswalks file, a bicycle network file,
parcel level land use data, parking facility location and size, transit stop
locations, and block -level employment data.
13 The dependent variables for the demand analysis will be pedestrian and
bicycle volumes. Pedestrian and bicycle counts will be used as the basis
for developing the regression models.
13 After GIS processing, Professional will develop a database file for
specification of the pedestrian and bicycle regression model and perform
a regression analysis to identify the model factors most significantly
affecting weekday and weekend walking and bicycling demand. The
model will predict typical hourly volumes consistent with the time period of
the existing counts. Based on the results of the validated regression
models, Professional will estimate future walking and bicycling demand
based on the land use changes anticipated as part of the city's Plan.
Professional will also prepare a compendium of maps illustrating the GIS
model inputs and results.
7.3 Key Choices Packet
■ Prepare the Key Choices and model results in a format designed to inform and
educate the community and decision -makers. The package will show in a
quantitative and graphic way:
13 What impacts does the choice have on the community from a
sustainability standpoint (using model analysis), in terms of its impact on
natural resources, energy use, built environment, and other considerations?
What will it cost, and what are the potential benefits?
13 What are the best combined choices?
Standard Professional Services Agreement- rev07/09
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7.4 Key Choices Community Workshop /Summary Report
Prepare for and conduct a community workshop to allow the public and
stakeholders to weigh-in on areas of particular relevance and provide direction
for a preferred set of key choices. The workshop (e.g., World Cafe format or mini -
conference) would be conducted over the course of two half -day sessions (one
evening session and one morning session), to allow participation by a wide range
of participants. The workshop would be organized much like a conference, with
multiple concurrent sessions by topic at scheduled intervals, allowing participants
to focus on areas of primary interest.
■ The format of the workshop will be as follows:
Overall presentation of City Plan and Transportation Master Plan update
process and description of workshop format.
Opportunities for informal discussion with key project team members.
Repeat the workshop the following day, to allow daytime participation.
■ Professional will prepare a summary report following the workshop.
7.5 City PlanNetworks Outreach
Technical Staff Team Meeting: Provide materials for and attend Technical Staff
Team meeting to present results from the workshop and possible preferred
directions.
■ Staff Briefing for P&Z, Transportation Board, Water Board, Electric Board, etc. and
City Council: Staff will present a briefing to the P&Z, Transportation Board, Water
Board, Electric Board, and City Council at separate meetings.
■ E-Network: Provide opportunity to review and comment on Key Choices
materials via website, Facebook, and other social media links.
Task 8: Kev Choices Preferences
The purpose of this task is to identify a set of preferred choices and policy directions for
various aspects of City Plan and the Transportation Master Plan. Task 8 encompasses
the following subtasks:
8.1 Preliminary Preferred Directions
■ Following the workshop and outreach, Professional will prepare a set of
preliminary City Plan preferred directions based on input received from the
community workshop, on-line materials, and Technical Staff Team members.
■ Facilitate a workshop with Utilities staff to review draft memorandum regarding
revising and updating storm water standards, practices, and ordinances, and
review refined and revised land -use prototypes.
■ Based on the priority refinements to the prior Transportation Master Plan that will
be identified with Staff, the Master Street Plan, Enhanced Travel Corridors, and
Pedestrian Plan elements will be updated and preferred directions will be
documented. City Plan will reflect relevant changes to the sections.
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8.2 Refined Preferred Directions
■ Refine preferred directions based on input in previous subtask.
8.3 Finalize Scope of Work for Phase 3
■ Based on findings and outcomes of Phase 2, Professional and Staff will finalize the
approach and resource allocations (Staff and Professional work products) for
implementation items to be addressed during Phase 3.
8.4 City PlanNetworks Outreach
■ City Oversight Team: Meet with City Oversight Team to discuss preferred
directions.
■ Boards and Commissions: Staff will meet with relevant boards and commissions to
discuss preferred directions.
■ P&Z Study Session: Attend P&Z study session to present findings and discuss next
phase and next steps.
■ City Council Study Session: Assist with preparation of agenda and presentation
materials; attend City Council study session to present findings and discuss next
phase and next steps.
Standard Professional Services Agreement- rev07/09
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for those phases. Monthly partial payments based upon the Professional's billings and itemized
statements are permissible. The amounts of all such partial payments shall be based upon the
Professional's City -verified progress in completing the services to be performed pursuant hereto and
upon the City's approval of the Professional's actual reimbursable expenses. The parties
acknowledge that: Fehr and Peers, Brendle Group, PlaceMatters, Coley Forrest, and Wenk
Associates are not parties to this agreement. However, the rates listed for services to be provided by
these subcontractors shall be the rate paid by the City to the Professional for these services. If the
amount charged by these subcontractors exceeds the rates listed in Exhibit "C" the excess amount
shall not be paid or owed by the City. The limitation on increases in prices set forth in section 4
herein shall apply to all rates listed in Exhibit "C" including subcontractor rates.
6. Final payment shall be made following acceptance of the work by the City. Upon
final payment, all designs, plans, reports, specifications, drawings, and other services rendered by
the Professional shall become the sole property of the City.
7. City Representative. The City will designate, prior to commencement of work, its
project representative who shall make, within the scope of his or her authority, all necessary and
proper decisions with reference to the project. All requests for contract interpretations, change
orders, and other clarification or instruction shall be directed to the City Representative.
8. Project Drawings. Upon conclusion of the project and before final payment, the
Professional shall provide the City with reproducible drawings of the project containing accurate
information on the project as constructed. Drawings shall be of archival, prepared on stable Mylar
base material using a non -fading process to provide for long storage and high quality reproduction.
"CD" disc of the as -built drawings shall also be submitted to the City in an AutoCAD version no older
then the established city standard.
9. Monthly Report. Commencing thirty (30) days after the date of execution of this
Agreement and every thirty (30) days thereafter, Professional is required to provide the City
Representative with a written report of the status of the work with respect to the Scope of Services,
Standard Professional Services Agreement- rev07/09
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Phase 2-Deliverables and Meetings
Professional Deliverables
.Professional.will provide the following:'
Task 5 (late April, 2010)
■ Memorandum summarizing "Big Ideas" discussion and direction (subtask 5.2); and
Materials for outreach (subtask 5.3). .
Task 6 (late May, 2010)
■ Initial key choices package. (subtasks 6.1 and 6.3);
■ Key choices model development (subtask 6.2); and
Materials for outreach (subtask.6.4).
Task 7 (late July, 2010)
Analyze key choices using the model (subtask 7.1)
! Stormwater Deliverables (subtask 7.1)
o Revised and refined digital illustrative prototypical sketches,-cross_sections, for
each land use type.
o Narrative descriptions of illustrative prototypes.
o Memorandum describing process for, and future studies required to update storm
water standards, practices, and ordinances.
■ Transportation deliverables (subtask,7.2)
o Technical memorandum identifying transportation policy issues and.options
o Technical memorandum with estimates of transportation funding feasibility and
revenue potential
'o Model validation report
o. One horizon year -model run (business as usual' scenario);.
o Four additional horizon ,year model runs,:, .
o Tech nical.memorandum- model comparisons
o Technical memorandum',documenting GHG data for`model runs
Refined key.choices'packet including model results (subtask 7:3)
Materials for, Key, Choices Workshop, and Summary, Report following Workshop,(' btask
,7.4); and -
■ Materialsfor otherbutreach (subtask 7:5).
16sk 8 (mid -September,! 2010)
■ Preliminary and refined preferred'diirections''(su6tasks 8.1 through.8.3); and
Materials, for outreach subtask 8.4
Professional Meetings
'The Professional will organize and facilitate the following events and meetings:
■ Key Choices Analysis workshop;
■ City Oversight Team and Technical Staff Team, meetings (up -to `three sets);
■ Focus groups (Land Use, Transportation, Stormwater) (up to fwo�sets of five meetings);
■ One study session with the P&Z; and
■ One study session with City. Council.
City.Staff Deliverables:
City staff.will be -responsible for providing the following':
■ Organization of meetings, focus groups; notification regarding events and meetings and
distribution of materials and website maintenance;
■ Attend focus group meetings, boards and commission meetings; and City. ;Council
briefings;
Input and review on key choices for model.
PHASE 1 IMPLEMENT/ADOPT
Phase 3 Objectives:
Phase 3 consists of three tasks: preparation of implementation actions/strategies and
priorities; preparation of draft Plan documents and monitoring tools; and preparation of
select implementation items following adoption of the plan(s). The tasks in this phase
are relatively skeletal, recognizing the need for Professional to work with Staff to
develop a more complete scope during the end of Phase 2.
Questions to Address during Phase 3:
• What are our priorities within the plan?
• How can we improve upon existing systems, tools, and metrics to improve
customer service?
• How can we keep measuring, monitoring, and accounting for community
progress?
Task 9: Implementation Action Plan and Priorities
The purpose of this task is to identify and prioritize the actions the City will need to take
to implement the renewed vision. Task 9 encompasses the following subtasks:
9.1 Identify and Prioritize Actions
■ Identify and prioritize the actions the city will need to take to implement the
renewed vision. This subtask will identify immediate tasks, as well as those that will
be accomplished over time.
■ Develop and establish the tools and procedures to provide for implementation.
■ Quantify future capital improvement needs associated with the 2035 City Plan
Preferred Direction to the extent possible. Quantify associated operations and
maintenance cost implications. City staff would provide this information with our
help in providing context.
■ Identify near -term and long-term project funding opportunities. Describe how
specific fiscal tools, policies and practices can be used to pay for future capital
improvement and related operations and maintenance needs. These might
include continuation of or adjustments to existing fees and taxes, new fees and
taxes, new governance arrangements, new or expanded public/private and
public/nonprofit partnerships.
■ Describe how specific economic development tools, policies and practices can
be used to facilitate desired and sustainable economic development initiatives.
9.2 City PlanNetworks Outreach
City Team Meetings: Meet with (a) City Oversight Team and (b) Technical Staff
Team to discuss implementation actions, priorities (including the CIP), and
indicators.
■ Focus Group Meetings (as necessary): Conduct up to three focus groups (with
additional meetings to be conducted by Staff as needed) with different interest
Standard Professional Services Agreement- rev07/09
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groups to assess their ideas related to implementation strategies. Revise materials
to reflect comments and additions.
■ Boards and Commissions: Provide concurrent review materials for distribution to
Advisory Boards and Commissions. Staff will attend relevant boards and
commissions to get input on priorities, including Transportation Board and Water
Board.
■ P&Z Study Session: Attend P&Z study session to review and finalize priorities.
■ City Council Session: Assist with preparation of agenda and presentation
materials; attend City Council study session to review and finalize priorities.
Task 10: Draft Plan(s) and Adoption, Monitoring
The purpose of this task is to compile draft Plan documents and to develop and
establish the tools and procedures to provide for ongoing monitoring and
implementation. As of the date of preparation of this Scope of Work, it is assumed that
City Plan and the Transportation Master Plan will continue to be two separate plan
documents, but actual document structure will not be determined until well into Phase
2. Task 10 encompasses the following subtasks:
10.1 Prepare Staff Review Draft Plan with Implementation Section
■ Prepare draft City Plan document and graphics.
For transportation, Professional will package the required elements in a format
that will also serve as the official Transportation Master Plan. This will include
recommended transportation improvements, a Transportation Capital
Improvement Program, Pedestrian Plan, Master Street Plan, and an
Implementation Plan. Professional will work with City staff to explore and
summarize potential funding sources such as federal, regional, city, district, and
development contributions.
10.2 Refine Draft Plan(s) for Adoption
■ Review draft plan documents with Staff and revise as needed for public release.
10.3 City PlanNetworks Outreach
■ City Team Meetings: Review draft Plan with (a) City Oversight Team and (b)
Technical Staff Team.
■ Boards and Commissions: Provide concurrent review materials for distribution to
Advisory Boards and Commissions. Prepare a written survey with targeted
questions to focus on specific areas requiring input from Boards and Commissions.
Refine materials based on comments.
■ Public Workshop (Event #3): Present draft plan and get input on priorities
(meeting format to be determined during Phase 2).
■ P&Z Study Session: Attend P&Z study session to review draft plan(s). Refine based
on comments.
Standard Professional Services Agreement- rev07/09
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City Council Study Session: Assist with preparation of agenda and presentation
materials; attend City Council study session to review draft plan(s). Refine based
on comments.
10.4 Adoption Draft Plan and Hearings
■ Staff will prepare adoption Draft Plan(s) for hearings and final plan(s) and will
attend hearings.
10.5 Plan Monitoring
■ Outline the approach to develop a set of monitoring tools and indicators to
continually renew the plans.
■ Professional will recommend monitoring and evaluation methods that minimize
cost and still provide the critical metrics for ongoing progress tracking.
10.6 Technical Capacity Building
Professional will work with the City to identify staff that should be invited to
participate in two-day training on how to use the modeling platform set up in
subtask 6.3 and used in Phase 3 so that the City can continue to use these tools for
monitoring progress and future decision making.
Task 1 1: Onaoina Implementation Items
This task recognizes that some aspects of implementation may occur during 12-month
planning process (such as storm water standards, possibly some aspects of
transportation, infill standards, and finance tools) but many will occur beyond the initial
planning period and scope. This scope of work does not include detailed specifications
and funding required for ongoing implementation work that will continue beyond the
preparation of City Plan and the Transportation Master Plan; these will be scoped at the
completion of Phase 2, when requirements can be more clearly determined.
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Phase 3-Deliverables and Meetings:'
Professional Deliverables'
Professional will provide the following: .
Task 9 (December/January, 2011).
■ Implementation priority actions (subfask 9.1); and
■ Materials for outreach (subtask 9.2).
Task 10 (January, 2011)
Staff review Draft Plan(s), including implemenfation strategies, (subtask 10.1);
■ Refined Draft Plan(s) for study sessions (subtask 10.2);
■ Materials for outreach (subtask,10.3);
Monitoring tools and indicat&s (subtask 10.5); and
Staff training/ca,pacity building (subtask .10.6).
Task 11 (March, 2011)
■ On -going implementation items`(to be. determined' during Phase. 2).
Professional Meetings
The',Professional will organize and facilitafe°the following events `and m'eetings:'
Meetings with City OversightTeam, Technical Staff Teaml(to be determined);
■ Public workshop #3 (format to be determined); and'
Focus group meetings (up"to three;. topics to be determined).
City Staff Deliverables:
City staff will be responsible for providing the following:
■ Organization of committees and working groups; notification regarding events and
meetings;"
■ Website maintenance;
■ Attend focus group meetings -boards and commission ,meetings, and City Council
briefings;
• Finalize Adoption Draft Plan(s); and
Finalize Plan document(s).
Standard Professional Services Agreement- rev07/09
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■1
MMM
9E
a v v
I
EXHIBIT C
FEE SCHEDULE
Fort Collins City Plan and Transportation Master Plan
Clarion Team Budget
a
(Y
LL
Total. V
W
}
Task 1: Project Startup
1.1
FinalisnM/or{:Plan
$953
$2,173
$0
$592
$0
$0
$3.719
i.2
Prwvrce Ckvela men+
$5,330
$1,$20
$l
$2,071
$0
$0
$9,020
1.3
Fnitial Cum ianni
$1,333
$359
$707
3738
$0
$0
$3,137
1-41
GlyPI-Nel-ks+asks
$2.645
$728
$707
$0
$0
$0
$4.5E
Task 2 : State of the City Analysis
2.11
lnitiatTrenls Rezeamin
$10,763
$1,435
$3,528
$0
$3,588
$8,089
$25,4011
2.2
Staee ofthe Ci Analysiz
$9.779
$7.708
$3219
$01
342.025
$13,694 1
$78.424
2.31
State of the City Report
$5,791
$2,911
$1292
$0
$3,075
$8,929
119.998
2,41
C' P1anNefworlrs taskz
$7298
$359
$1,558
$1,482
$0
$0
$10.097
Task 3c Symposium of Ideas
3.1
S aaum of Ideas
$7.975
$7.257
$1.743
$9.194
$0
$677
126.845
3.2
CilyPianNetworks taskz
$6,540
$728
$1,087
$2,343
$0
$0
• $10.697
3.31
Syrnposirn Re or+
$2,839
Eft
$871
$0
$0
$2.901
$6,611
Task 4: Verify Plan Directions
S_ 1 City Plan Directions Repast
$4.367
$4.756
3871
$0
$0
$1,599
$11.593
4_2 lndicatorsfSc ning Crferia
$3,7111
$4,818
$5,853
$1,152
$0
$1,1281
$16.486
4.3 C' PlanNeh-6 tosla:
$3,711
$728
$800
$782
so
$0
$6,020
2
$73,03't 1
$35.5781
$22,038
$18,3555
$48,688
$33,015
W30,704
Phase
Task 5: City Plan 'Big Ideas"
5.1
Plan Po` S+nrciure
$5.023
$5,474
3871
$0
$2,583
$810
$14.740
5.21
Big ldeaz Exploration
$5,627
$5,474
$871
$0
$0
$810
$12.782
5.31
CifyPlanNetworks tasks
$3.331
$0
$871
$599
$0
$0
$4,801
Task 6: Key Choices Development
6-11
Initial Key Choices
$17,M
$29,397
38,601
$1,767
$5,125
$12259
$72,748
6.2
`hodel Development
$1,651
$9,410
$5.125
$8,015
$0
$1,712
$26.822
6.3
Ke Choicez Pocko a
$11.419
$0
$871
$1.683
110.2501
$10.455
$34,577
6-41
$3,944
$728
$1.179
$906
$0
$0
$8.856
Task 7: Key Choices Analysis
711
Key Choicez Arwly.is
$13243
$0
$10.127
$7,485
$5,125
$10,3W
$46.332
7.21
Trans ,+afi.. An.lysaizToots
S451
$109.019
$0
$0
so
$0
$109.470
7.3
Key Choices Packet
$7,032
$5.084
$3.896
$1.845
$0
$4,05
$22,550
7.4
Ke Choices Workzho
$13,033
$8.364
$3,403
$5228
$0
$0
$30.033
7-51
C' PlanNetworkstasl3
$5.125
$728
$8711
$2,573
$2.563
$0
$11.859
Task 8- Key Choices Preferences
8-11 Pmlimina Preferred Directions
$8,2731
$10,517
$1.743
$0
$0
$3,536
$22.068
82 Refine Preferred Directions
$2,939
$3,834
$871
$431
$0
$359
$8.333
8.3 Finalize Phase 3 Scope of W-k
$1,911T
3718
$0
$431
$0
$0
$3.055
8.4 C' PI-NetwoAm tasks
$5:125
$728
3871
$0
$0
$D
$8.724
3103,535
$189.471
$38,171
$31,761
$25,625
$4087
$433.55'Phase
3
Task 9: Action Plan and Priorities
9.1
-WeMify and Priori5se Act onz
$21.915
$20,712
$1,743
$1,124
$10,250
$8,733
170.476
9.21
CitYP1anNe`hmv& t-6
$4.797
$728
$871
$0
$0
$5.474
$11,870
Task 10: Dmft Plans and Adoption
10.1
Staff Review Draft Plan
$14,063
$11,378
$3,219
$0
$10,250
s0
$38.909
10.2
Refine Plan
$8,335
$3,649
$1,363
$0
$0
$0
$11,347
10.3
City PIaNEt.vorla outreach
$5,986
$728
$871
$0
$2,060
$0
$9.635
10.4
Adochon drafi and heorin s
$0.724
$o
$0
$o
$0
30
$8,724
10.5
PlanMonitorina
$5,125
$6,519
$2,071
$0
$0
30
$13.715
10-4
Technical Capacity B# ilding
$o
$0
$0
$6,744
$0
$0
$6,744
Task 11: Dn om trn lementation Items
11.1
To fx determined
$0
$0
$0
$0
$o
$0
$0
$64,944
$19,713
110,137
$7,888
522,550
$14.207
$162.418
Total s
►t
Standard Professional Services Agreement- rev07/09
36
EXHIBIT D
INSURANCE REQUIREMENTS
1. The Professional will provide, from insurance companies acceptable to the City, the
insurance coverage designated hereinafter and pay all costs. Before commencing work under
this bid, the Professional shall furnish the City with certificates of insurance showing the type,
amount, class of operations covered, effective dates and date of expiration of policies, and
containing substantially the following statement:
"The insurance evidenced by this Certificate will not be cancelled or materially altered,
except after ten (10) days written notice has been received by the City of Fort Collins."
In case of the breach of any provision of the Insurance Requirements, the City, at its option, may
take out and maintain, at the expense of the Professional, such insurance as the City may deem
proper and may deduct the cost of such insurance from any monies which may be due or
become due the Professional under this Agreement. The City, its officers, agents and
employees shall be named as additional insureds on the Professional's general liability and
automobile liability insurance policies for any claims arising out of work performed under this
Agreement.
2. Insurance coverages shall be as follows:
A. Workers' Compensation & Employer's Liability. The Professional shall maintain
during the life of this Agreement for all of the Professional's employees engaged in work
performed under this agreement:
Workers' Compensation insurance with statutory limits as required by
Colorado law.
2. Employer's Liability insurance with limits of $100,000 per accident,
$500,000 disease aggregate, and $100,000 disease each employee.
B. Commercial General & Vehicle Liability. The Professional shall maintain during
the life of this Agreement such commercial general liability and automobile liability
insurance as will provide coverage for damage claims of personal injury, including
accidental death, as well as for claims for property damage, which may arise directly or
indirectly from the performance of work under this Agreement. Coverage for property
damage shall be on a "broad form" basis. The amount of insurance for each coverage,
Commercial General and Vehicle, shall not be less than $500,000 combined single limits
for bodily injury and property damage.
In the event any work is performed by a subcontractor, the Professional shall be
responsible for any liability directly or indirectly arising out of the work performed under
this Agreement by a subcontractor, which liability is not covered by the subcontractor's
insurance.
Standard Professional Services Agreement- rev07/09
37
Work Schedule, and other material information. Failure to provide any required monthly report may,
at the option of the City, suspend the processing of any partial payment request.
10. Independent Contractor. The services to be performed by Professional are those of
an independent contractor and not of an employee of the City of Fort Collins. The City shall not be
responsible for withholding any portion of Professional's compensation hereunder for the payment of
FICA, Workers' Compensation, other taxes or benefits or for any other purpose.
11. Personal Services. It is understood that the City enters into this Agreement based on
the special abilities of the Professional and that this Agreement shall be considered as an
agreement for personal services. Accordingly, the Professional shall neither assign any
responsibilities nor delegate any duties arising under this Agreement without the prior written
consent of the City.
12. Acceptance Not Waiver. The City's approval of drawings, designs, plans,
specifications, reports, and incidental work or materials furnished hereunder shall not in any way
relieve the Professional of responsibility for the quality or technical accuracy of the work. The City's
approval or acceptance of, or payment for, any of the services shall not be construed to operate as a
waiver of any rights or benefits provided to the City under this Agreement.
13. Default. Each and every term and condition hereof shall be deemed to be a material
element of this Agreement. In the event either party should fail or refuse to perform according to the
terms of this agreement, such party may be declared in default.
14. Remedies. In the event a party has been declared in default, such defaulting party
shall be allowed a period of ten (10) days within which to cure said default. In the event the default
remains uncorrected, the party declaring default may elect to (a) terminate the Agreement and seek
damages; (b) treat the Agreement as continuing and require specific performance; or (c) avail
himself of any other remedy at law or equity. If the non -defaulting party commences legal or
equitable actions against the defaulting party, the defaulting party shall be liable to the
non -defaulting party for the non -defaulting party's reasonable attorney fees and costs incurred
Standard Professional Services Agreement- rev07/09
4
because of the default.
15. Binding Effect. This writing, together with the exhibits hereto, constitutes the entire
agreement between the parties and shall be binding upon said parties, their officers, employees,
agents and assigns and shall inure to the benefit of the respective survivors, heirs, personal
representatives, successors and assigns of said parties.
16. Law/Severability. The laws of the State of Colorado shall govern the construction,
interpretation, execution and enforcement of this Agreement. In the event any provision of this
Agreement shall be held invalid or unenforceable by any court of competent jurisdiction, such
holding shall not invalidate or render unenforceable any other provision of this Agreement.
18. Prohibition Against Employing Illegal Aliens. Pursuant to Section 8-17.5-101,
C.R.S., et. seq., Professional represents and agrees that:
a. As of the date of this Agreement:
1. Professional does not knowingly employ or contract with an illegal alien
who will perform work under this Agreement; and
2. Professional will participate in either the e-Verify program created in
Public Law 208, 104th Congress, as amended, and expanded in Public Law 156,
108th Congress, as amended, administered by the United States Department of
Homeland Security (the "e-Verify Program") or the Department Program (the
"Department Program"), an employment verification program established
pursuant to Section 8-17.5-102(5)(c) C.R.S. in order to confirm the employment
eligibility of all newly hired employees to perform work under this Agreement.
b. Professional shall not knowingly employ or contract with an illegal alien to perform
work under this Agreement or knowingly enter into a contract with a subcontractor that
knowingly employs or contracts with an illegal alien to perform work under this
Agreement.
C. Professional is prohibited from using the e-Verify Program or Department
Program procedures to undertake pre -employment screening of job applicants while this
Agreement is being performed.
d. If Professional obtains actual knowledge that a subcontractor performing work
under this Agreement knowingly employs or contracts with an illegal alien, Professional
shall:
Standard Professional Services Agreement- rev07/09
5
1. Notify such subcontractor and the City within three days that Professional
has actual knowledge that the subcontractor is employing or contracting with an
illegal alien; and
2. Terminate the subcontract with the subcontractor if within three days of
receiving, the notice required pursuant to this section the subcontractor does not
cease employing or contracting with the illegal alien; except that Professional
shall not terminate the contract with the subcontractor if during such three days;
the subcontractor provides information to establish that the subcontractor has not
knowingly employed or contracted with an illegal alien.
e. Professional shall comply with any reasonable request by the Colorado
Department of Labor and Employment (the "Department") made in the course of an
investigation that the Department undertakes or is undertaking pursuant to the authority
established in Subsection 8-17.5-102 (5), C.R.S.
f. If Professional violates any provision of this Agreement pertaining to the duties
imposed by Subsection 8-17.5-102, C.R.S. the City may terminate this Agreement. If this
Agreement is so terminated, Professional shall be liable for actual and consequential
damages to the City arising out of Professional's violation of Subsection 8-17.5-102,
C.R.S.
g. The City will notify the Office of the Secretary of State if Professional violates this
provision of this Agreement and the City terminates the Agreement for such breach.
19. Amendment 54. To the extent that this Agreement may constitute a "sole
source government contract" within the meaning of Section 2(14.4) of Article XXVIII of the
constitution of the State of Colorado, about which the City makes no representation, Section 15
of said Article XXVIII, which reads as follows, is hereby incorporated into this Agreement and
made a part hereof:
a. Section 15. Because of a presumption of impropriety between contributions to
any campaign and sole source government contracts, contract holders shall contractually agree,
for the duration of the contract and for two years thereafter, to cease making, causing to be
made, or inducing by any means, a contribution, directly or indirectly, on behalf of the contract
holder or on behalf of his or her immediate family member and for the benefit of any political
party or for the benefit of any candidate for any elected office of the state (of Colorado) or any of
its political subdivisions.
Standard Professional Services Agreement- rev07/09
THE CITY OF FORT COLLINS, COLORADO
fame B. O'Neill II, CPPO, FNIGP
Director urchasing & ,Risk Management
DATE: f /09
Ll t
ATTEST: n _
0 T C94,
City Clerk O . '• ;f'�
APP V D Ars
Assist t City Attorney
.p
/1 Q [per•^® Y
` Ce��O�4rz.r
Clarion Associates, LLC
Title: �ILCP— �2
CORPORATE PRESIDENT OR VICE PRESIDENT
Date: /I-z.S-e
ATTEST:
Corporate Secretary
Standard Professional Services Agreement- rev07/09
7
(Corporate Seal)
EXHIBIT A
SCOPE OF WORK
Fort Collins City Plan/Transportation Master
Plan
Scope of Work
- November 23, 2009 '
Note: The following Scope of Work builds on the Professional team proposal dated
August 31, 2009 as modified based on subsequent team meetings and discussions.
Several additional tasks have been added to the work program as a result of those
discussions and are noted in this document as "Added Scope Tasks".
The planning process for both City Plan and the Transportation Master Plan update will
be supported throughout by a community participation approach that we are calling
City PlanNetworks, consisting of three united strands:
eNetwork, consisting of a website and social media sites, video clips and
presentations, online surveys, etc.;
CommunityNetwork, consisting of information conveyed to City boards,
commissions, Colorado State University and Front Range Community College, and
other groups and organizations such as service clubs via City News, prepared
articles, presentations, agenda items, etc.; and
EventNetwork, consisting of key public events such as workshops and public
meetings.
Throughout the process, a consistent set of ideas, questions, and choices will be
circulated throughout the community using the various strands of PlanNetworks for input
and comment. Each Task in this Scope of Work includes a City PlanNetworks subtask
that describes the outreach activities that support activities during that particular task.
Outreach activities will be designed to obtain comments on draft products, results from
online surveys, feedback from blogs and other forums, and overall awareness of plan
update process and progress.
Phase 1 Objectives:
During Phase 1, Professional will work with City staff to initiate project startup activities;
conduct initial research to determine where the city is today; prepare for "Symposium of
Ideas"; prepare for and conduct Symposium to identify future trends that are likely to
shape our future; and identify City Plan and Transportation Master Plan directions.
Standard Professional Services Agreement- rev07/09
8
Questions to Address during Phase 1:
• Based on the City Snapshot, how well is Fort Collins doing in achieving its goals
and policies?
• What are peer city best practices and trends, and what can we learn from them?
• What are the major regional and national trends and issues that we can
anticipate for the next 5, 25, 50+ years? And generally, how well positioned are
the City's plans, policies and programs to these trends?
• Based on our review of the above, what are the issues and areas that will need
particular focus during Phases 2 and 3 of this effort?
Task 1: Proiect Startup
The purpose of this task is to organize the project team (Staff and Professional) so that
work tasks can proceed in an efficient and coordinated manner and to conduct various
startup activities to "set the stage" for future tasks and phases. Task 1 encompasses
the following subtasks:
1.1 Finalize Schedule and City Technical Staff Team and Professional Team
Resource Plan
Work with City staff project management team to finalize details of project
schedule and detailed work assignments for Technical Staff Team and
Professional Team members.
1.2 ' Initial Project Resource Development
■ Initial project website development (part of City website, including preparation for
use of Facebook, blogs, and other tools beginning in Task 3); prepare project
identification materials (logo, etc.).
■ Establish internet portal (i.e., Microsoft Share Point site) for information sharing
(documents, schedule, etc.) among project team.
■ Prepare detailed work plan and contents/structure for "Snapshot" materials and
report to be developed as part of Task 2. Establish work plan with City staff to
determine format, extent of information required, how to incorporate existing City
reports.
■ Establish protocol for distribution and sharing of data resources. Prepare a data
request for transportation related information, reports, and models and define
protocols for data or models that will be modified and returned to the City.
■ Develop internal and external contact lists for project team
members/committees; board and commissions; and other forms of distribution as
needed; conduct initial coordination with City Public Information Officer and Staff
regarding public relations protocol, etc.
1.3 Initial Planning for Symposium of Ideas
■ Work with Staff to secure funding for keynote event speaker and other associated
expenses.
Standard Professional Services Agreement- rev07/09