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Consultant Selection for Unified Development Code UpdateCity of Dubuque City Council Meeting Action Items # 010. Copyrighted June 17, 2024 ITEM TITLE: Consultant Selection for Unified Development Code Update SUMMARY: City Manager recommending that the City Council authorize the City Manager to negotiate and execute a contract with Camiros to undertake the Update to the Unified Development Code, with a contract not to exceed $100,000 in cost. SUGGESTED Suggested Disposition: Receive and File; Approve DISPOSITION: ATTACHMENTS: Description MVM Memo Staff Memo Camiros RFP Submittal Camiros Cost Submittal Unified Development Code Update Request for Proposal Type City Manager Memo Staff Memo Supporting Documentation Supporting Documentation Supporting Documentation THE C DUjIBQTE Masterpiece on the Mississippi TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: Consultant Selection for Unified Development Code Update DATE: June 11, 2024 Dubuque WAWca 914 ii 2007-2012.2013 2017*2019 Planning Services Director Wally Wernimont is recommending that the City Council authorize the City Manager to negotiate and execute a contract with Camiros to undertake the Update to the Unified Development Code, with a contract not to exceed $100,000 in cost. I concur with the recommendation and respectfully request Mayor and City Council approval. v Micl4ael C. Van Milligen MCVM:sv Attachment CC' Crenna Brumwell, City Attorney Cori Burbach, Assistant City Manager Wally Wernimont, Planning Services Director Shena Moon, Associate Planner Chris Happ Olson, Assistant Planner Jason Duba, Assistant Planner Travis Schrobilgen; Assistant Planners Matt O'Brien, Planning Technician Dawn March, Purchasing and Safety Coordinator Jason Lehman, Assistant City Attorney Nate Steffen, Civil Engineer I Mike Belmont, Housing & Community Development Assistant Director Ian Hatch, Economic Development Assistant Director Rick Dickinson, Greater Dubuque Development Corporation Dubuque THE CITY OF E% DUB E '1! 1' II Masterpiece on the Mississippi 2007.2012.2013 2017*2019 TO: Michael C. Van Milligen, City Manager FROM: Wally Wernimont, Planning Services Director Planning Services Department City Hall - 50 West 13th Street Dubuque, IA 52001-4845 (563) 589-4210 phone (563) 589-4221 fax (563) 690-6678 TDD planning@cityof dubuque.org SUBJECT: Consultant Selection for Unified Development Code Update DATE: June 7, 2024 INTRODUCTION This memorandum transmits a request for approval of a consultant selection recommended for undertaking the update to the Unified Development Code (UDC). BACKGROUND The UDC was adopted by the City Council on October 19, 2009. The UDC Update is on the City Council's 2023-2025 Management in Progress/Major Projects list under Livable Neighborhoods/Housing. This request supports the City Council goals of: • Robust Local Economy: Diverse Business and Jobs with Economic Prosperity • Vibrant Community: Healthy and Safe • Livable Neighborhoods and Housing; Great Place to Live, • Sustainable Environment: Preserving and Enhancing Natural Resources, Diverse Arts, Culture, Parks and Recreation Experience and Activities and • Connected Community: Equitable Transportation, Technology Infrastructure and Mobility. Since the implementation of the UDC in 2009, the City has adopted a number of other plans which will help inform and guide our work: • Imagine Dubuque Comprehensive Plan - 2017 • Equitable Poverty Reduction & Prevention Plan - 2021 • Climate Action & Plan - 2013 (updated in 2020) • Arts and Culture Master Plan - 2016 • Central Avenue Corridor Streetscape Master Plan - 2022 The UDC Update will allow this regulatory document to be reviewed with an equity lens and developed in regard to a changing landscape of land use and technology. In addition to the aforementioned plans, several other plans are underway that may impact the UDC such as plans related to parking and mobility. This work is important as we support developers and their creation of additional housing units across Dubuque, which multiple studies have identified as critical for Dubuque's future. DISCUSSION On April 1, 2024, the City Council approved posting of the UDC Update Request for Proposals with an amount not to exceed $100,000. The RFP was posted on the city's website on April 3, 2024, with a closing date of April 26, 2024. The Planning Department received five (5) proposals. On May 8, the following RFP Review Committee members reviewed the RFP's and identified four (4) consultants to interview. • Wally Wernimont, Planning Services Director/RFP Chairperson • Shena Moon, Associate Planner • Chris Happ Olson, Assistant Planner • Jason Duba, Assistant Planner • Travis Schrobilgen; Assistant Planner • Matt O'Brien, Planning Technician • Dawn March, Purchasing and Safety Coordinator • Jason Lehman, Assistant City Attorney • Nate Steffen; Civil Engineer I • Mike Belmont, Housing & Community Development Assistant Director • Ian Hatch, Economic Development Assistant Director • Rick Dickinson, Greater Dubuque Development Corporation The followina firms were invited to interview: Camiros Chicago, Illinois $99,975 Houseal Lavigne Chicago, Illinois $100,000 McKenna Northville, Michigan $100,000 MSA/Marvin Planninq Dubuque/Des Moines/Davis City, Nebraska $97,300 These interviews were conducted on May 17, 20 and 29t". The RFP Review Committee reconvened on May 30 to determine which consultant should be recommended to conduct the UDC update. Interview committee members were asked to anonymously rank the four consultants 1-first choice through 4-last choice on a piece of paper. The results were compiled, and the following were the top two consultants (lower the score the better). The committee then discussed the pros and cons of each proposal. After discussion, the committee unanimously selected Camiros as the consultant to conduct the UDC update. E The committee noted the following: 1) Camiros received eight (8) of twelve (12) first -place votes. 2) Camiros clearly spent time analyzing and researching the current Unified Development Code. 3) Camiros has over 45 years of experience in conducting zoning code updates. 4) Camiros has worked in cities across the nation including several in the Midwest. 5) The Project Manager has extensive experience (over 20 years) in conducting zoning code updates. 6) Project Manager presentation skills were excellent and were impressed with responses to interview questions. 7) The RFP Review Committee was impressed with examples of graphics provided in zoning codes they have prepared. From June 3 to June 7, 2024, Planning Staff conducted reference checks from the following communities: Portland - Maine, Saratoga Springs — New York, Oak Park — Illinois and Davenport — Iowa. All reference checks came back incredibly positive. All four communities noted the consultant came under budget and on time. They noted Camiros was exceptionally good at conducting public engagement. They all noted they would definitely hire Camiros again. The RFP and the recommended proposal are enclosed. PROJECT SCHEDULE April 3, 2024 City issues RFP Completed April 18, 2024 Consultant questions due to City Completed April 22, 2024 Q&A published by City to Consultants Completed April 26, 2024 Proposal due by 12:00 p.m. CDT Completed May 2024 Consultant interviews Completed June 2024 Selection presented to City Council July 2024 Contract awarded August 2024 Notice to proceed March 2026 Completion BUDGETIMPACT In the City's FY24 budget there is $100,000 in non -recurring operating budget funds from Activity Code 100-62-0000-50-540-6202-00-01-64900 designated for the UDC update. We have approximately $10,800 in FY24 Development Services Advertising with Activity Code 100-62-0000-50-540-6202-11-01-64020 to cover the cost of posting the draft in the Telegraph Herald during the project. REQUESTED ACTION As recommended by the RFP Review Team, I respectfully request that the City Council authorize the City Manager to negotiate and execute a contract with Camiros to undertake the Update to the Unified Development Code, with a contract not to exceed $100,000 in cost. Enclosures 3 Cc: Shena Moon, Associate Planner Chris Happ Olson, Assistant Planner Jason Duba, Assistant Planner Travis Schrobilgen; Assistant Planners Matt O'Brien, Planning Technician Dawn March, Purchasing and Safety Coordinator Jason Lehman, Assistant City Attorney Nate Steffen; Civil Engineer I Mike Belmont, Housing & Community Development Assistant Director Ian Hatch, Economic Development Assistant Director Rick Dickinson, Greater Dubuque Development Corporation C! 91 :LTA 3 go *]I LLA APRIL 26, 2024 camiros consultants in planning, zoning, economic development, urban design & landscape architecture April 26, 2024 Wally Wernimont Planning Services Mr. Wernimont, Camiros is pleased to submit this proposal for updating the City of Dubuque's Unified Development Code. We feel that our extensive practice in development regulations makes us uniquely qualified to undertake this assignment. We believe the key to successful development regulations is being able to direct reinvestment to build the kind of physical environment that reinforces the character of the community. Accomplishing this requires an understanding of development realities within the community, along with dexterity in formulating workable and innovative regulations. It is not enough to determine what components define the existing character of the City; development controls must be structured to serve the community and relate specifically to Dubuque and the character of the City. This includes regulations that will address neighborhood character, quality design, modern regulatory controls, and sustainability. Based on our experience and expertise, we believe that we have the right combination of skills to successfully assist City of Dubuque in completion of this assignment. We thank you for the opportunity to compete for this interesting assignment and welcome your review of our proposal. Please feel free to contact me directly if you need more information. I will serve as Project Manager and primary contact if selected for this project. Sincerely, *9 / Arista Strungys, FAICP, PP Principal Consultant Contact Information Arista Strungys, FAICP Principal Camiros 411 S. Wells, Ste. 400 Chicago, IL 60607 312-879-9515 astrungys@camiros.com Table of Contents CamirosFirm Profile.......................................................................................... 1 Scope of Services............................................................................................. 2 CamirosKey Staff.............................................................................................. 14 CamirosExperience.......................................................................................... 21 References........................................................................................................ 26 Understanding of Final Contract Terms............................................................ 27 Certificate of Insurance..................................................................................... 28 Proposed Project Schedule............................................................................... 30 Camiros Firm Profile Camiros is an urban planning firm providing a full range of services in the areas of zoning, planning, urban design, and economic development. The professionals of Camiros include specialists in zoning, landscape architecture, site planning, urban design, and public engagement. In addition, the firm maintains a strong working relationship with professionals in transportation, law, economic analysis, and other fields. Our current staff of eight professionals have also served as elected or appointed officials of local governments, professional instructors, and on major civic boards. The corporation, founded in 1976 and located in Chicago, Illinois, provides services to both public and private clients; however, the majority of our practice is public. The firm has provided various planning services to well over 300 communities. In many cases we have been retained to provide continuing consulting arrangements with communities. Camiros has built a strong reputation in the revision of development regulations, working with a diverse mix of communities ranging from small towns to large metropolitan areas. Communities where we are in the process of drafting or have completed zoning assignments include: Knoxville, Maryville, Chattanooga, and Spring Hill, Tennessee; New Orleans and Shreveport, Louisiana; Salt Lake County, Utah; Charlotte, North Carolina; Pittsburgh and Tredyffrin Township, Pennsylvania; Buffalo and Rome, New York; Baltimore, Maryland; Providence, Rhode Island; Oklahoma City, Oklahoma; Cleveland Heights, Ohio; Duluth and St. Cloud, Minnesota; Clark County (Las Vegas), Nevada; and numerous Chicago -area communities such as Oak Park, Riverside, Hinsdale, Mundelein, and La Grange Park, Illinois. Camiros prides itself on using creative and innovative planning techniques and actively participating in professional development, research, and educational aspects of planning and zoning. Over the years, Camiros has established a national reputation as a leader in preparing zoning ordinances and unified development ordinances. We have provided zoning consultation to over 100 municipalities and counties across the country. Our regulatory services include: » Drafting of zoning ordinances and unified development codes » Administration of zoning provisions » Defense of zoning provisions or actions in lawsuits » Drafting of specialized provisions » Legal review of zoning ordinances » Zoning ordinance review and evaluation » Preparation of zoning policy recommendations » Preparation of zoning maps » Testimony in support of zoning changes One of the reasons Camiros has developed a strong development control practice is the complementary nature of the other areas of our practice. Camiros is very active in land use planning, comprehensive planning, downtown planning, urban design, and landscape architecture. Staff works among a variety of these practice areas, and can bring these insights to bear within our development control work. Being active in these other areas of practice gives us greater background to enhance the quality of our development control regulations and to relate these regulations to essential community policy. Given the resource demands of the job, key staff assigned to this project are able to devote at least 45% time to this assignment for each scheduled scope step for the duration of the assignment, which correlates to a 16 month timeframe for the assignment. Many long-term jobs are substantially completed, in that public drafts of current codes have been submitted, which will accommodate significant time for the Dubuque assignment. All team members commit to their assigned roles and responsibilities within the assignment until completion of the project; of note, the Project Manager, Arista Strungys, is a co-owner of the firm. Camiros does not intend to hire additional staff or subconsultants for this project. Unified Development Code Update 1 Prepared by City of Dubuque Camiros Scope of Services Approach The goal in every regulatory assignment is to create a set of regulations that is unified, easy to use and interpret, innovative in approach, contains state-of-the-art standards, and is consistent with all relevant plans and policies. We anticipate that Dubuque's UDC would be a blend of traditional practices, contemporary standards and procedures, and state-of-the-art regulations, which will creatively address and respond to key issues and adopted land use policies. In order to draft a successful code, Camiros has found that the following principles are vital to guiding the rewrite process. Implement City Policy If development regulations do not link to the City's aspirations, they cannot fulfill a key part of their mission. The development regulations must complement, reinforce, and implement planning efforts and policies to ensure that development and redevelopment occur in the fashion desired. The City's adopted plans and policies provide key guidance for Dubuque's future character and guide the creation development controls that elicit the type of high quality development the City deserves. This requires analysis of adopted plans for their regulatory policies including the Imagine Dubuque Comprehensive Plan, the Equitable Poverty Reduction and Prevention Plan, and other plans. District and Use Structure Dubuque's current zoning districts should be reviewed and refined as needed so that the districts reflect established development patterns and link to development policies. The current district dimensional requirements should be evaluated so that they match current development patterns. If standards are not flexible enough to allow property owners to pursue modern development techniques, this limits owners in the ability to make improvements to their properties, makes reconstruction of or alterations to existing properties difficult, and causes significant problems in obtaining financing if the development or lot is nonconforming. The uses allowed in each district should also be evaluated and updated. Uses must correspond to the purpose, form. and function of each district. Uses should be based upon the concept of "generic uses," a modern, flexible approach. A generic use approach to the listing of uses is established by combining specific uses into a broader use category. For example, barber shops, beauty parlors, nail salons, shoe repair shops, and tailors would be addressed in the use "personal services establishment," which then can allow similar uses such as household appliance repair shops, and dry cleaners. As with any use permission restructuring, detailed use definitions are critical. Each use must be defined, and many may include specific examples of what is and is not included in a particular use definition. Another important element of the generic use approach is continuing to recognize that certain specific uses are unique in their impacts and community concerns and need to be regulated separately, rather than as part of a generic use. Once singled out, any use listed separately cannot be considered part of any generic use definition. In addition, a more efficient approach would be to adopt a global use matrix. All uses and districts would be organized into a single matrix, each cell indicating whether a use is permitted, conditional, or prohibited within a particular district. This organization provides several benefits: • Users can access the matrix two ways - either they can identify their district and see what uses are allowed, or they can see districts in which a particular use is allowed to locate. • Inconsistencies in terminology are eliminated as each use is listed just once in the table, rather than repeated across different districts. • Adding or modifying use permissions becomes much simpler, as there is a single place to edit, rather than multiple locations. Residential Neighborhoods Quality residential development is a priority, both within established residential neighborhoods and areas that are ready for redevelopment as a mix of difference housing types and densities. The Code must take into account the differences between the various residential neighborhoods and address these concerns by refining dimensional requirements and integrating design controls. How detailed these requirements are should be based upon the neighborhood's predominant concerns. Unified Development Code Update 2 Prepared by City of Dubuque Camiros Affordable and Diver Housing Options The ability to develop diverse housing options has been identified as goal for this project, allowing for new development with a mix of housing types and densities by -right. This variety is important to maintaining multi -generational neighborhoods, addressing "middle density," and offering choices that align with changing residential tastes and a range of income levels that ultimately strengthen the position of the City. The UDC can implement these goals and address housing diversity and affordability by several means, including permissions for diverse and unique dwelling types, zoning districts that allow or require a mix of dwelling types, and allowances for innovative housing types such as cottage courts. Think Bigger Allowing for more density and more height in critical areas, can be a powerful tool to create new housing units in the community. The majority of current residential districts are oriented toward single-family and two-family development; moving forward, an enhanced palette of residential districts may be a powerful tool to target areas of the City that are appropriate for a denser, more diverse development pattern. Think Smaller Conversely, going smaller can also provide new, more affordable housing options. There may be opportunity to expand smaller lot single-family development beyond the R-2A District. This also includes looking at the requirements for minimum lot area per dwelling unit in the districts that allow more types of dwellings. In those districts, there may be opportunities for those minimums to be reduced or for additional districts that can accommodate that. Think About the Middle The City's regulations need to encourage and/or facilitate the development of "middle density" housing — those forms of housing falling between traditional detached single-family neighborhoods and more intense multi -family or mixed -use development. Districts crafted with "middle density" goals can create additional housing opportunities by creating a palette of districts that mix single-family, duplex, and townhouse, even incorporating new dwelling types such as single-family attached, triplex, and quadraplex dwellings. These forms of housing are a critical tool in providing expanded housing options but must be crafted in a manner that clearly defines what these residential forms are, how they should be sited, and where they may be located within the City. The City may also wish to consider new development types such as cottage courts/pocket neighborhoods as an option for new residential development. Design Standards In order to ensure quality new development, certain districts and uses should incorporate basic design standards. The key to successful design standards is to accurately convey the aesthetic desires of the community, protect key physical resources from inappropriate alterations, and maintain the flexibility needed to solve difficult design issues and allow innovative new development. Good design standards result in infill development that maintains existing characterwhere desired and implements desired redevelopment patterns established by land use policies. The intent is not to control the architecture of new development but rather to address basic building design: facade articulation, fenestration, public entrance design, prohibited building materials, and similar. Standards should be written so that they are more objective in nature than subjective, for easy review and administration. Design standards would incorporate the key elements from the City's current design regulations — Architectural Guidelines, Port of Dubuque Design Standards, Chaplain Schmitt Island Design Guidelines, and Old Town Neighborhood Overlay Design Guidelines. Economic Development To promote new development, redevelopment of viable buildings, and general economic growth, a code must be clear and consistent in its application. Approvals must proceed within a logical structure and reasonable timeframes. The purpose, form, and use structure of each district must be defined so that development rights are understood. Established economies must be protected with regulations that are flexible enough for their future needs while meeting the challenge of discovering and encouraging new industries through business incubation. Regulations should be tailored to the nature of activity centers, from downtown to small-scale commercial nodes and larger activity centers. Unified Development Code Update 3 Prepared by City of Dubuque Camiros Green Infrastructure Green infrastructure includes natural areas and open space, which are a key element of quality of life. Open space serves an important function of connecting neighborhoods and bringing citizens into contact with area's natural resources. Different zoning controls are needed based on how these spaces are intended for use and how they connect throughout the City's geography. In addition to the key assets identified above, green infrastructure regulation is also concerned with preserving and replenishing the urban canopy, tree preservation, the integration of parks and open space within the urban fabric, and landscape requirements that both beautify Dubuque and create a vibrant micro - ecosystem within the urban environment. Sustainable Development Development regulations should require, allow, and encourage a variety of sustainable development techniques, improving energy efficiency for all types of development and taking full advantage of existing resources and services. Often, when a municipality examines the specific level of land use regulations, it is revealed that regulations have unintentionally created roadblocks to creating fully sustainable communities. While traditionally developed for the purpose of regulating land use impacts and achieving adopted community land use policy, the code requirements also directly and indirectly affect the type and amount of energy consumed and conserved within a community. Wide ranging in its scope, sustainable site development includes energy efficiency orientation of structures, incorporation of landscape and water conservation techniques, environmental sensitivity to natural features on the site, encouraging new building technologies, and other initiatives. Policies need to encourage the incorporation of eco- friendly structures like solar panels, wind turbines, recycling bins, cisterns and rain barrels, and composting. Landscape should be a priority as, in addition to beautifying areas, it enhances the urban tree canopy, manages stormwater, and maximizes energy conservation. Parking It is important that parking requirements address the true demand for parking and the realities of existing conditions. Minimum parking standards can be somewhat arbitrary, often based on calculations of parking demand at peak times rather than during normal conditions, resulting in large, underutilized, paved parking areas. This has the secondary effects of being environmentally unfriendly (excessive paving increases stormwater run-off and intensifies the heat island effect), and negatively impacting neighborhood character (minimum parking requirements tend to be the primary driver of site -design considerations, with contextually appropriate designs often being sacrificed to accommodate required parking). Additionally, minimum parking standards can have a dampening effect on the City's economic development climate. When required parking amounts cannot be accommodated on -site, variances are required, adding both significant cost and significant time to the development process. As areas may be developed without off-street parking, and have historically not provided any, the elimination of required minimums in these places allows for easier reuse and redevelopment of these areas. Administration As important as regulations are for development, the administrative procedures are equally as important, as the previous section explained, with regard to promoting economic investment and growth. These processes impact how easily development can occur and determine whether an environment is or is not development -friendly. The administration section of the code must be clear, concise, and drafted with predictability and consistency in mind as the ultimate goal. Responsibilities of all administrators should be defined, the rules for application, notice, and public hearing succinctly described, and the approval processes organized with timeframes and approval standards. Use of Illustrations and Matrices Illustrations and matrices are an effective way for regulations to communicate information to users. All standards that can be illustrated should be. Codes also benefit from the use of matrices, which can easily summarize and clearly present information regarding uses, dimensional requirements, and other provisions. Camiros works to create an overall theme for a code's graphics that is unique to each municipality that we work with. Select examples of zoning graphics are included at the end of this section. Unified Development Code Update 4 Prepared by City of Dubuque Camiros Work Plan Ongoing Task: Project Management Camiros will meet with the Planning Services Department and/or the Project Team to review progress on an agreed upon schedule. Typically, a bi-weekly meeting is set at the outset of the project for check -ins. Phase 1: Evaluation The purpose of Phase 1 is to identify issues and begin to engage the public in the process. This phase consists of the following tasks. Task 1-1: Internal Kick -Off Meeting + Reconnaissance We will meet with City staff to kick-off the project. We will finalize the project scope, work schedule, and public participation program, as well as obtain all existing codes and ordinances, plans, and data relevant to the project. We will also undertake a reconnaissance led by staff to tour the City and understand the issues involved in the application of the current code. The goal of Task 1-1 will be discovery of major issues with current regulations, new development trends that need to be addressed, and determine the specific steps needed to address these goals, issues, and trends. During this phase we will also refine the public participation program with staff. Task 1-2: Review of Existing Ordinances + Plans We will review all materials, including the existing codes and all policy documents, in order to understand the relationship between the current codes and existing plans and policies. Task 1-3: Stakeholder Interviews We will conduct a series of interviews with select public and private stakeholders. We will work with staff to determine how best to structure this public input with participants. The purpose of these interviews is to gain insight into the growth characteristics, development issues, administrative systems, and zoning needs and concerns as viewed by these sectors. Groups should include City staff, representatives of the elected bodies, commissions, committees, and boards, business interests, realtors, developers, neighborhood representatives, and others identified by staff. Stakeholder interviews will be divided into parts — one conducted virtually and the other in -person. As part of the in -person component, we would conduct the Developer's Roundtable. Task 1-4: Technical Review Report Following these tasks, we will prepare a Technical Review Report that identifies key issues, inconsistencies, and omissions, and gaps between regulations and policies. More specifically, we will assess the following: » A technical analysis and evaluation of the current code regulations » A review against Chapter 414 (City Zoning) of the Iowa Code An analysis of how well the zoning districts match existing land uses and development patterns, and adopted policies and plans How well the regulations implement established City policy How well the regulations integrate with other codes and initiatives, including a summary of consistencies or inconsistencies Where the regulations meet or fail to meet public expectations The general strengths and weaknesses of the existing regulations, including structure, organization, clarity, and ease of use Once the Project Team has reviewed the report, we will meet with staff virtually to discuss all questions and comments, make all requested revisions, and finalize the report for public release. Task 1-5: Public Release We will present an overview of the Report to the public for their input. As part of this task, we would also meet with the City Council/Zoning Advisory Commission. In addition, it may be beneficial to include a virtual meeting in addition to the in -person event for those that prefer to engage that way. Unified Development Code Update 5 Prepared by City of Dubuque Camiros Phase 2: UDC Drafting The purpose of this phase is to take the input received in Phase 1 and prepare a draft Unified Development Code for public review, resulting in a Public Hearing Draft. Task 2-1: Prepare Staff Draft This is a work task used to prepare the Staff Draft. It will be a concentrated period in which we will craft the first d raft. Task 2-2: Staff Review of Draft We will submit the draft UDC for Project Team review. This way, City staff will gain familiarity and agreement as to the content and concepts within the draft prior to public release. We will meet with staff virtually to review the document and determine the necessary revisions. Task 2-3: Prepare Public Draft This is a work task used to prepare the Public Draft. All changes requested will be incorporated into the draft. We will review the Public Draft with staff prior to release. Task 2-4: Public Open Houses and City Council/Zoning Advisory Commission Presentation To allow for public input, we will conduct a public open houses. This would include a brief presentation of the UDC, followed by the open house format with "stations" for each major component of the Code that attendees can visit. This task would also include preparation of material to guide users through the document as well as summarize key changes. As part of public open houses, we will present the draft Code to the City Council/Zoning Advisory Commission. Task 2-5: Prepare Public Draft #2 This is a work task used to prepare the second public draft as a redline draft showing changes based upon public input. We will review all comments received with staff virtually to determine needed changes. We will review the redlined draft with staff prior to release. Task 2-6: Present Public Draft #2 We will present Public Draft #2 to the public at an in -person meeting that illustrate the changes made. Phase 3: Adoption of UDC In this phase, we will assist in taking the UDC from hearings to adoption. Task 3-1: Prepare Public Hearing Draft This is a work task used to prepare the public hearing draft based upon the input received in Phase 2. We will review the draft with staff prior to release. Task 3-2: Public Hearings We will present the Draft at a public hearing. Task 3-3: Adoption We will attend a meeting with the City Council to see through the adoption of the final UDC. Following adoption, we will provide the final version of the UDC. Team Approach In order to minimize risk, one aspect of our approach that ensures that timelines and milestones are met is that we seek work in a collaborative process with City staff. This "team approach" recognizes that there are local traditions, approaches to regulation, and interpretations that are known intimately only by staff. Without a close team approach, we can miss or misinterpret development trends and traditions as well as the nuances of controls or the way in which regulations are currently understood and administered. Therefore, while we can bring a broad range of national experience and expertise to the assignment, the Dubuque staff is heir to numerous details of implementation concerns, local development traditions, and insights into local administrative and private sector needs and activities that must be accommodated within the new regulations so that they function at their most effective. A successful product will only occur if the skills of the team and staff are melded together, and responsibilities for leadership are clearly outlined and understood at the outset of the assignment. Discussions with any of our clients will reveal this relationship, which we believe builds inherent administrative efficiencies into the process. In addition, this approach works in such a way that Unified Development Code Update 6 Prepared by City of Dubuque Camiros ownership of the documents moves from the consultant to the City as the process goes forward; this is important so that citizens feel that the end result is "their" document, rather than just another document put forward by a consultant. Project Management We strive to exceed our client's requirements and expectations. We feel that client satisfaction is the result of a cooperative partnership between Dubuque and Camiros. To this end, it is important to establish a management and communications structure that ensures a product that can generate initial excitement and gain the public trust over the long-term so that the adopted code will guide development into the future in line with decisions made during this process. To achieve this, our goal is to minimize conflicts and anticipate problems that might occur; our years of experience have given us a keen eye to identifying issues before they become issues. Some of the control measures we use to ensure that the work is done correctly and on schedule include the following: » Camiros assigns a Project Manager (Arista Strungys) who has administrative control and authority over the project and maintains relationships with the client. The Project Manager plays a professional as well as a managerial role in the assignment. Arista would be the main point of client contact, and has the authority and capability to resolve any issues that may occur. » Camiros builds internal redundancies into the process so that internal review by different members of the team occurs before any materials are submitted to the client. This allows us to both "check our work" before submitting products to the client and ensures that the team is aware of the project status and initiatives. » We are responsive to situations that arise outside of those anticipated by the scope. Our approach is adaptable throughout the course of the project, and we are able to make adjustments to ensure that the end result is best possible project. For example, if the public participation program established at the outset is not fully engaging key community members, we will adjust - whether through additional work sessions, attendance at community group meetings, or new forms of online engagement - to achieve the project objectives. Unified Development Code Update 7 Prepared by City of Dubuque Camiros 0 c miros planning zoning graphics I Vt camiros planning & zoning graphics I,x tlmu iiN�l 4��A� ::. tir ,��-- •y;� .�- � �U► � !111�6� ��'' IIII iin� III' �' �`�! I .�'I � c- a,�, II Illil 11111 �In�•ij��— 1 11111111011111101 �. Downtown Saltlmore 6datkV condldam FWI Parcel 6ullding Yaeaing �ned.e :Amink�n 1 c �...� flovrard $treN icy � ,, --._NL--- 1st floor elevation must not - ► Infill development exceed is%of adjacent rowhouses incorporate 3-dimensional elements. Including balconies and bay windows Articulate building facades to create shadow lines and visual interest When a sidewall faces a street, facade must be designed with front facade elements, including windows and doers, at a pedestrian scale Chart" Street .a "T F � �I ICI _ t R. Ilk Printing li mitud to 25°h of awning area 2•.d" m In. snback _ 8'-0" min. Windows must be recessed to provide facade depth and shadow Buffalo, NY - Unified Development Ordinance 17/1 camiros planning & zoning graphics Lettering attached to and located above the roof of a marquee is permitted to a maximum height of 24" .1 Maximum banner size of 200 square feet 8' min. � clearance r x 18" min. r 1 Marquees must be erected over a building entrance, and are limited to the width of the I. building entrance. An additional 5' on each side of the entrance doors is permitted. .. Printing,im i!nd to I of owning surface T ~ ~ I{ — — ro• min. c�earrnce 19' min. _ ,� re+�eringanacned +a and scared above awning permitted to a max. height of 24' �� i atioenoss� + Ion [�-. way.x�mv.�vv. wvl.vrwy--_-,_ �'✓i�'ta ' MAR is A& 4 camiros planning & zoning graphics E 0 ON PROVIDENCE re:imagine redefine revitalize a auW VIEW CORRIDORS MUST BE MAINTAINED A facade 50 feet or more in length ust be divided into shorter segments by m ens of facade modulation, variegated rooflines, and/or other architectural treatments Parking lots are prohibited — between the street line and front building line T %`may ` � mn. �I'� rrn�nac�yyex,iea ngn �. r_ knee, or rvrrgrem nedpe rI Min. ground Flaar '. height of 75 feet far t c morel buildings o Ali Secondary street facing facade addresses street frontage windows muatbe constructed of clear 4 or lightly tinted Slags Min. 70% transparency, measured botwaen one toot and TZ feet above rade Main building entry m uret lace transit Stop Primary street facing facade includes articulation. such as windows. parches. and other architectural features Primary entrance to structure I camiros planning & zoning graphics Aga- A•Avil• • * — CHOICE NEIGHBORHOODS PLAN W W W _ _ camiros REZONING PROVIDENCE re:imagine redefine re:vitalize A MESSAGE FROM PYdpaenr MAYOR ANGEL TAVERAS 51D-Mo Phi M—R151) wi"el We I,. • .n,eex�gye.- As one of he kcy Infxla[lves In my a nnIc devclopn— anion pfan, PamArR " .m Pkwnc R.nlwm. PruHo`[nrE Backr Work I am pleasetl to PTI an updat d and improved w.mk"ck LChwk+ Providence Zoning Urdin_ for publi[ carI This doeum irt.Z 1. W a oP ycir•long wlii6vrativc man h.nveen city departm¢n[s, r¢Lidenis, Cusrmi5 9vmprs, wazPieuem"ipn xnoa devdaper9, i4stitwho . and other =kehalde I;. daning Is a [ritKal [E tv implcmeM the Lityrs gwPs for smar [, puswinanle, cyuiwhla Owk kern kr+he mexnrylyer. znd , ranyr or Irnr["Id dv—lepmcnr rhar un6an[ry rhn N]na �y end liwkdliry d cur [spiral "Icy. rhar+l.c nPw prdlnanee well prIMde p ckv. fr am—k for eresv 6p10ln6+lIc gra h and dIrI I. P. omd.nre, whi[h W11 ephan(p .nd s—ngth- our [Ivy imD the future. annrry,Yrain - PrejeeeTmeline LLU wi W. ..�illlll�� = cr.: OAK PARK PITTSBURGH DAVENPORT ZONINGUP�ATE RIVERFRONT ZONING ZONING ORDINANCE REWRITE ..�pwr,Mm�rt F - raa IPA ► mr YMSyw [van ttgpruy a[[arc4tl [1h Yv'Nn wa¢sn.griry ror [rM $ve"eportrc'atl�n rxxtaq mwe"Tr LNNd Gnbprewrir Cede.[ 4mnen NA en'l ereinle• 5'A eepy of r� pre+en[r[�"� amrnrarbr>. a xr� +rte goon M the — irq Yaa It— Ne to IMwrrc timr6 R.poro page -...,�.. uncrweerva '•[f+eemrll'[i60.i oren,mre+Yrcn[m n 61&6]5,yp,^n.M�,,. ",...wi �w"m m.,e �w�manrenHop�renc. RECODE KNOXVILLE ,o/ INVEST o/ PROTECT %r CONNECT Camiros Key Staff Camiros is able to address all aspects of this assignment. Described below are key staff for this project. Camiros also commits the support of all planners at the firm to assist in the project as needed. The following key staffing is proposed for this assignment: » Arista Strungys, FAICP, Principal - Project Manager » Vita Khosti, Senior Associate - Project Planner » Sierra Berquist, Associate - Project Planner The Project Manager directs the overall approach and oversees quality control, and serves as the administrative contact, ensuring all benchmarks and timelines are met for the project and the team. The Project Manager is central to all project tasks, in particular regulation diagnostics, formation of policy, public participation efforts, and regulation drafting. The Deputy Project Manager provides support to the Project Manager and is central to all tasks. Additional staff are included for drafting, specific expertise, research and testing, site analysis, and visualization. Brief descriptions of relevant experience for these key staff members are included below and full resumes are included in this section. While all Camiros staff are available to assist on this project, the following individuals are specifically assigned to this project through the duration of the project: Arista Strungys, FAICP, Principal Consultant with and partner in Camiros, heads the firm's zoning practice and has been with Camiros for over 20 years. She has expertise in all types of zoning, including form -based, sustainable, and performance -based regulations. Her national range of experience includes: Davenport, Iowa Zoning Ordinance; a UDO for Charlotte, North Carolina; the Land Development Ordinance for Trenton, New Jersey; codes for Knoxville, Spring Hill, Maryville, and Chattanooga, Tennessee; the Baltimore, Maryland Zoning Code; a city-wide Form -Based Code for Buffalo, New York; the New Orleans, Louisiana Comprehensive Zoning Ordinance; zoning regulations for Pittsburgh and Tredyffrin Township, Pennsylvania; the Shreveport/Caddo Parish, Louisiana UDC; among many others. Vita Khosti is an urban designer and planner with a diverse professional background. With eight years of experience in the field, she has successfully worked on a wide range of projects in both the United Kingdom and the United States. Her experience covers various aspects of urban design and planning, within rural and urban environments. Sierra Berquist is a passionate urbanist dedicated to improving access to community assets and opportunities, and promoting healthy environments. With a unique background ranging from immersive, experiential art production to transportation and public health research, Sierra brings an intersectional understanding of urban space to Camiros projects. Sierra's experience includes community development, program implementation, spatial design and transportation research. Camiros, has a studio of urban designers and landscape architects adept in the use of the latest digital visualization technology, including a wide variety of 2D and 3D graphics software, computer aided drafting (AutoCAD), web design, and Geographic Information Systems (GIS). The Camiros studio produces all illustrations, diagrams, 3D models, and mapping in-house, and is able to produce all needed documents, graphics, and maps for the project. This approach uses state-of-the-art graphic techniques, and addresses the needs, desires, and preferences of the client, as we believe that graphics are key to communicating the intent of regulations and planning policies. Unified Development Code Update 14 Prepared by City of Dubuque Camiros Arista Camiros Project Manager Sierra Camiros Project Planner Unified Development Code Update 15 Prepared by City of Dubuque Camiros QUALIFICATIONS EDUCATION Master of Urban Planning, University of Illinois at Chicago BA, English, Writing Concentration, University of Illinois at Chicago PROFESSIONAL AFFILIATIONS Lambda Alpha Land Econ. Society AICP, American Planning Association US Green Building Council New Jersey Professional Planner (PP) Phi Beta Kappa AWARDS 2019 Driehaus Form -Based Codes Award - FBCI, Buffalo Green Code 2010 National APA Award - New Orleans, LA Master Plan 2009 ASLA Honor Award - Winnebago County, IL 2030 Plan 2009 ASLA President's Award - West Bench, Salt Lake County, UT 2007 Illinois APA Gold Award - Riverside, IL Form -Based Districts 2006 Illinois APA Award - Libertyville, IL Comprehensive Plan astrungys@camiros.com 312.879.9515 ARISTA STRUNGYS PRINCIPAL CONSULTANT I FAICP, PP PROFILE Arista Strungys is a Principal and partner in Camiros. She heads the firm's zoning practice and has extensive experience in a wide array of zoning and planning projects throughout her career. Ms. Strungys has authored ordinances across the country for cities and counties such as Buffalo, New York, Baltimore, Maryland, New Orleans, Louisiana, Providence, Rhode Island, Clark County (Las Vegas), Nevada, Salt Lake County, Utah, Davenport, Iowa, Knoxville, Tennessee, and Trenton and Newark, New Jersey. In addition, she has extensive experience working with Illinois communities, including Riverside, Park Ridge, Gurnee, La Grange Park, Mundelein, Winnebago County, and Grundy County, Illinois. Numerous ordinances, such as the Buffalo Green Code and the New Orleans Comprehensive Zoning Ordinance, have won awards for innovation in zoning. The ordinances authored by Ms. Strungys utilize a variety of regulatory techniques including form -based, performance -based, and sustainability- based zoning. Ms. Strungys approaches each ordinance as a unique situation, one where the issues and concerns of the community determine the approach to the code. In addition, Ms. Strungys has also completed a number of comprehensive, downtown, and neighborhood plans, including the sustainability and preservation driven county -wide comprehensive plan for Winnebago County, Illinois, that won an ASLA Award for Environmental Stewardship. Ms. Strungys has worked on comprehensive, downtown, and neighborhood plans for Gurnee and Libertyville, Illinois, Trenton, New Jersey, the LISC Neighborhood Plans for Chicago neighborhoods, a primer on the use of"Specific Plans"for Lancaster County, Pennsylvania, and creation of an Affordable Housing Analysis Report for Grundy County, Illinois. Her zoning background allows her to understand the relationship between policies and regulations, where she seeks to draft plans that can be implemented upon adoption. Ms Strungys has also published numerous articles on zoning practice, including: Zoning Practice, Issue 11 (November 2007):"The Practice of Site Plan Review" Zoning Practice, Issue 5 (May 2008): "Five Steps to a Hybrid Code" Zoning Practice, Issue 12 (December 2011):"Mapping Principles for Rezoning" Zoning Practice, Issue 12 (December 2014): "Employment Centers" Zoning Practice, Issue 7 (July 2016):"Small Business Support" ARISTA STRUNGYS PRINCIPAL CONSULTANT I FAICP, PP PROJECT EXPERIENCE DEVELOPMENT REGULATIONS I NATIONAL DEVELOPMENT REGULATIONS - ILLINOIS (CONT'D) Baltimore, MD Maywood, IL Buffalo, NY McHenry County, IL Calvert County, MD Mettawa, IL Charlotte, NC Midlothian, IL Clark County (Las Vegas), NV Mundelein, IL Cleveland Heights, OH Niles, IL Council Bluffs, IA Oak Park, IL Davenport, IA Park Forest, IL Duluth, MN Park Ridge, IL Keene, NH River Grove, IL Knoxville,TN Riverside, IL New Orleans, LA Sauk Village, IL Newark, NJ Wilmette, IL Oklahoma City, OK Winnebago County, IL Pittsburgh, PA Providence, RI PLANS, STUDIES + REPORTS Rome, NY Salt Lake County, UT Chicago, IL - LISC Neighborhood Plans Saratoga Springs, NY Grundy County, IL - Affordable Housing Analysis Shreveport, LA Gurnee, IL- Comprehensive Plan Spring Hill,TN Lancaster County, PA - Specific Plan Primer St. Cloud, MN Libertyville, IL - Comprehensive Plan Tredyffrin Township, PA Marshall, IL - Adult Use Expert Witness Report Trenton, NJ Park Ridge, IL- Higgins Road Corridor Plan Yonkers, NY Trenton, NJ - Downtown Plan Winnebago County, IL- Land Resource Management Plan DEVELOPMENT REGULATIONS - ILLINOIS PRESENTATIONS - NATIONAL APA CONFERENCE Berwyn, IL Campton Hills, IL "Zoning For Small Businesses" New York, 2017 Clarendon Hills, IL "Master Plan + Zoning Ord. for New Orleans;' New Orleans, 2010 Franklin Park, IL "How Sick Is Your Zoning Ordinance?," Las Vegas, 2008 Gurnee, IL "Hybrid Zoning;' Philadelphia, 2007 Grundy County, IL "Planning, Cities and Technology," San Antonio, April 2006 Harvard, IL "Planning and Technology;' San Francisco, April 2005 Hinsdale, IL PRESENTATIONS - LOCAL AND MIDWEST APA SESSIONS La Grange Park, IL Lake Bluff, IL Topics Include: Hybrid zoning, Sustainable development Lake Zurich, IL regulations, Principles for zoning mapping VITA KHOSTI SENIOR ASSOCIATE PROFILE Vita Khosti is an urban designer and planner with a diverse professional background. With 8 years of experience in the field, she has successfully worked on a wide range of projects in both the United Kingdom and the United States. Her experience covers various aspects of urban design and planning, within rural and urban environments. QUALIFICATIONS Vita has been involved in numerous urban design projects, these include; residential and neighborhood plans, streetscape and corridor improvements, in EDUCATION addition to transit -oriented development initiatives. Moreover, Vita has extensive MS, Urban Design & City Planning, experience in urban planning, she has been involved in comprehensive plans, University College London, (UCL) master plans, tourism plans, long-term strategic plans, and implementation BS, Geography & Economics, strategies. Her ability to work with both public and private sectors has led her to Kingston University, London collaborate with various stakeholders and create transformative plans. Her passion lies in conceptualizing visions and transforming places into PROFESSIONAL AFFILIATIONS sustainable,beautiful, and equitable communities. Vita values community American Planning Association input and actively involves stakeholders in the planning process. This approach Congress for The New Urbanism ensures that the projects align with the needs and aspirations of the people they will serve. Vita's international perspective enriches her projects, allowing her to bring vkhosti@camiros.com innovative ideas and best practices from different regions to the table. Her phone here 312.879.9519 technical skills, combined with a deep understanding of urban design principles, empower her to create practical and implementable plans. VITA KHOSTI SENIOR ASSOCIATE PROJECT EXPERIENCE PLANS, STUDIES + REPORTS Rugeley Power Station, Neighborhood Plan. Rugeley, UK Westgate -on -Sea Mixed Use Development. Westgate -on -Sea, UK Sailsbury District Hospital, Feasibility Plan. Salisbury, UK Grange Farm Residential Master Plan. Alconbury, UK Falmouth Residential Master Plan. Falmouth, UK Portage Road Corridor Study. Portage, MI Sawyer Road Corridor Plan, Sawyer, MI New Buffalo Area Schools Residential Conceptual Plan, New Buffalo, MI Hoffman Estates TOD Plan. Hoffman Estates, IL Mundeline Design Guidelines. Mundeline, IL Merriman Valley Community Master Plan. Merriman Valley, OH Lake Kiowa Community Master Plan. Lake Kiowa, TX Denison Industrial Development Plan, Denison, TX Hot Sulphur Springs Comprehensive Plan, Hot Sulphur Springs, CO Grand County Tourism Plan, Grand County, CO Re-establishing Natural Cooling Mechanisms to Mitigate Urban Heat Island Effect Research Project, Malaga, Spain PUBLICATIONS + PRESENTATIONS APA 2023 Conference: Planning Success and Failure of the Navajo Nation APA 2023 Conference: Repurposing Industrial Land: The JMEagle Success Story SIERRA BERQUIST ASSOCIATE PLANNER PROFILE Sierra Berquist is a passionate urbanist dedicated to improving access to community assets and opportunities, and promoting healthy environments. With a unique background ranging from immersive, experiential art production to transportation and public health research, Sierra brings an intersectional understanding of urban space to Camiros projects. Sierra's experience includes QUALIFICATIONS community development, program implementation, spatial design and transportation research. EDUCATION Sierra has had extensive involvement in a variety of research projects focusing Master of Urban Planning, on the examination of urban accessibility and how the built environment, local University of Illinois at Chicago policies, and systems influence health outcomes and patterns of mobility. Sierra BA, Urban Studies, has been the research assistant and project coordinator on studies funded University of Illinois at Chicago through the Center for Disease Control, National Institute of Health, and National BA, Theater Technology and Design Science Foundation, analyzing community access and travel patterns of people Columbia College Chicago with mobility disabilities. As part of this work, Sierra facilitated focus groups with a diverse set of stakeholders, managed data collection, and co-authored PROFESSIONAL AFFILIATIONS reports and publications. Sierra's work throughout these projects has brought American Planning Association particular attention to planning for accessible communities and barrier removal through the development of ADATransition Planning. sberquist@camiros.com Sierra is also actively engaged in their community, and is enthusiastically 312.922.9216 committed to being a pedestrian, as a part of maintaining safe and active streets. SIERRA BERQUIST ASSOCIATE PLANNER PROJECT EXPERIENCE PLANS, STUDIES + REPORTS Creating High -quality ADA Transition Plans for the Pedestrian Envitonament, Great Lakes ADA Center, Chicago, IL Three Year Strategic Plan for the Disabiltiy Community, Phase I Capacity Building: Prioritizing Pedestrian Infrastructure, Detroit, MI Inclusive Community Implementation Process, National Center on Health, Physical Activity and Disability Where the sidewalk ends: The state of municipal ADA transition planning for the public right-of-way in the Chicago region, Metropolitan Planning Council, Chicago IL PUBLICATIONS + PRESENTATIONS American Journal of Preventative Medicine 2023: Playground Design and Physical Activity Transportation Research part D 2022: Barrier -removal plans and pedestrian infrastructure equity for people with disabilities TRANSED 2022: Participatory Design of Crowd+Al Tools to Map, Analyze, and Visualize Sidewalk Accessibility Camiros Experience Camiros is highly experienced with development regulations updates and feel that we can provide Dubuque with the highest quality of assistance. Our broad experience distinguishes us from other firms with comparable experience in zoning, and gives us the ability to work in a creative and innovative manner with regulations to respond to unique local issues and problems. This ability is often directed toward development control as a land use policy and urban design tool, making new development responsive to local character and enhancing quality of life. Other times it is used to establish new state-of-the-art standards. Davenport, Iowa 11 Zoning Ordinance Camiros worked with the City of Davenport to update of the City's Zoning Ordinance. In addition to implementing the City's adopted Comprehensive Plan, the ordinance update addressed a number of key development pressures and trends: preserving residential neighborhoods, revitalizing commercial corridors, regulating new industrial development occurring in greenfields on the edges of the City, and reinforcing the historic fabric and intensive development within the City's downtown. In addition, the update will modernize a number of key development standards, including comprehensive landscape standards, sign regulations that meet content neutrality standards, and permissions for modern accessory structures. Knoxville, Tennessee 11 Zoning Code Camiros worked with the City of Knoxville to update the Zoning P Code. Camiros updated a code that was over 60 years old, where the regulations did not address key issues within the City, including residential standards that do not address historic urban development patterns nor a new more efficient suburban -style development in certain areas, a use structure that did not easily 4:. _ io allow for mixed -use, and the impacts of large campus uses such as the University of Tennessee and hospital campuses. The revision streamlined development and created a more predictable, sustainable, and consistent development environment. Key revisions included regulations that facilitated the City's innovative "maker city" trend (the City was designated a Maker City by online crafter marketplace Etsy in 2016) and addressed a key housing concern - the "missing middle" - by diversifying the types of housing allowed neighborhoods and new housing development types such as pocket neighborhoods. Trenton, New Jersey 11 Land Development Ordinance Camiros worked with the City of Trenton to update the Land Development Ordinance. The former LDO did not reflect the historic character of Trenton and creates difficulties for both infill development and desired forms of modern development. In addition, with the adoption of Trenton250, the LDO update process also created the opportunity to implement the policies of the Comprehensive Plan. The new LDO has completely revised the district structure to reflect the placemaking categories within the future land use plan and has incorporated modern zoning techniques such as form -based controls to reflect the City's historic character, standards to create a more sustainable and resilient city, and a new use structure that enhances inclusivity and streamlines regulatory processes, thereby offering greater flexibility and economic development opportunities. within traditionally single-family Proposed regulations within the LDO recognize the organic mixed -use nature of the City's development history, aiming to minimize reliance on vehicles for daily necessities. The existing residential fabric embodies a blend of housing types, from single-family homes to rowhouses to multi -family dwellings. However, these regulations are also attuned to the specific context of each district, ensuring that any new developments harmonize with their surroundings. While higher - density structures can replace lower -density housing, stringent guidelines on height and setbacks maintain the area's Unified Development Code Update 21 Prepared by City of Dubuque Camiros character and prevent out of scale developments. Further, mixed -use development opportunities now extend into medium -density residential districts, allowing for the integration of low -intensity commercial activities tailored to local needs. By permitting such uses within these districts, the need for variances and special approvals is significantly reduced. Saratoga Springs, New York 11 Unified Development Ordinance Camiros worked with the City of Saratoga Springs on a new Unified Development Ordinance zoning, subdivision, right-of-way standards, among other ordinances to create a comprehensive set of controls for the City. Revisions focused on preserving neighborhood character, addressing the demands of the tourist industry, allowing for and encouraging mixed -use development, opportunities for additional affordable/workforce housing, implementing design standards and form -based coding techniques to ensure a high quality of design, ensuring protection of the City's greenbelt and natural resources, and creating an integrated and complete set of development standards. . The LIDO brings together vor Tana, iviaine II KeLoae vornana trnase ii) Camiros is currently working with the City of Portland, Maine to evaluate the City's Land Use Code and produce a series of substantive updates to implement key policies from the recently completed comprehensive plan. Whereas Phase I of ReCode Portland focused on Ir W efforts to reorganize the Code into a: modern, user-friendly format, Phase 11 is ,f.. focused on policy implementation, with the goal of bringing Portland's land use regulations into greater alignment with the +. . City's priorities, including mitigating the of impacts of climate change, addressing sea level rise, addressing racial and social _, 7_7 equity, and supporting a diverse and affordable supply of housing, among others. This effort will result in a Code that is responsive to critical and emerging land �' r use issues, reflective of the values of city - residents, and respectful of the features - that make Portland a unique and thriving coastal city. Oak Park, Illinois 11 Zoning Ordinance Update Camiros worked with the Village of Oak Park to prepare a complete update to its current zoning ordinance. As part of that revision, the firm has prepared a series of context -sensitive commercial districts that address the specific character of each area. Due to the Village's robust public transit system, a number of regulations have been included to implement transit -oriented development principles. The Ordinance update also included an analysis and revision of the residential districts to better reflect the on the ground conditions. This significantly reduced the number of nonconforming residential lots. New sustainable development techniques were also integrated into the ordinance, such as permissions for alternate energy systems and sustainable landscape regulations. Over the years, the Village managed the compatibility issues between commercial areas and the directly abutting residential neighborhoods by creating a series of overlays; this, in effect, created a series of specialized — and very confusing — zoning districts. In one case, a series of lots located at a prominent corner has four distinct overlays over the base district. By creating geographic and context sensitive commercial districts, we were able to eliminate all overlays and facilitate easier infill development and redevelopment. Unified Development Code Update 22 Prepared by City of Dubuque Camiros Charlotte, North Carolina 11 Unified Development Ordinance Camiros worked with the City of Charlotte to create a new place -based Unified Development Ordinance, which implement the place types of the adopted Comprehensive Plan as well as standards that will help grow the City in a sustainable and equitable manner. Charlotte's Unified Development Ordinance takes big steps to promote housing affordability and diversity, sustainability, connectivity, and quality urbanism in one of the fastest -growing cities in the country. It also takes strategic, incremental steps toward bold change as the City evolves. As one of the fastest growing cities in the United States, Charlotte is confronting numerous critical issues faced by communities across the country. A shortage of affordable and diverse housing options, a growing need to prioritize safe, multi -modal transportation, and the management and protection of the City's valuable tree canopy are just a few challenges faced by the City as it manages the impacts of rapid growth and change. The new UDO makes big changes across the development landscape in Charlotte, from creating opportunities for new housing types — including up to three units everywhere single-family is allowed, to right -sizing parking requirements, strengthening the City's commitment to transit -oriented development, and better protecting valuable natural resources through tree preservation and stormwater management regulations. Buffalo, New York 11 Green Code: Land Use Plan + Form -Based Unified Development Ordinance Camiros prepared a Land Use Plan and city-wide form -based Unified Development Ordinance for the City of Buffalo, called the Green Code. The Green Code is a place -based economic development strategy designed to implement Buffalo's Land Use Plan, the master document for all policy and investment decisions made by the City. The UDO establishes rules on the form, character of development, and use for the different zones within the City, and their relation to the public realm through Complete Streets thoroughfare development regulations. The Green Code is an opportunity to emphasize physical form rather than the separation of uses as its basic organizing principle. The Green Code project was divided into two phases: the first created a Land Use Plan that translates the goals and objectives of the Comprehensive Plan into detailed policy document outlining the physical development of the city over the next 20 years; the second was a UDO, which establishes rules on the form, use, and character of development. The UDO was organized by the form -based concept of a transect, tailored specifically to Buffalo. The neighborhood zones specifically documented the stages of the City's development from the urban core, which included the Downtown, to Y neighborhood edge districts that centered around established large parks and open space. Numerous innovative techniques were incorporated in order to build upon the City's built character and focus its future growth upon the City's vision including an elimination of all minimum parking requirements, standards that take advantage of the City's existing assets such as the reuse of older industrial buildings for new mixed -use and live/work space, and more thoughtfully integrated open space from parks to greenways to the reuse of rail lines for trails. The Green Code won the Driehaus Form - Based Codes Award from the Form -Based Codes Institute (June 2019). Unified Development Code Update 23 Prepared by City of Dubuque Camiros Pittsburgh, Pennsylvania 11 Riverfront Zoning Amendment The City of Pittsburgh sought to craft a zoning district for the 35 miles of riverfront within the City. Pittsburgh's Allegheny, Monongahela, and Ohio Riverfronts reflect a large variety of development forms — industrial structures, open space, sports arenas, tall downtown office buildings, mixed -use buildings, multi -family buildings and single-family homes. The significant land area covered by the rivers meant that a one -size -fits -all riverfront district will not work for Pittsburgh; zoning had to address the variety of existing uses and desired development forms for the numerous character areas that constitute the riverfront, and the unique situations that relate to land located directly adjacent to a river. An intensive stakeholder input process was undertaken with a very diverse of interests that would often be at odds, from riverfront and open space advocates to existing manufacturing interests to developers seeking to maximize investments to the representatives of the surrounding neighborhoods impacted by riverfront development. The resultant district included numerous subdistricts that speak to the character and form of these areas,'' ' "' '•�_-. " ranging from encouraging new mixed -use development to preserving functioning industrial areas. Two key goals, established within various adopted plans and policies, were ensuring public connection - both physical and visual - to the riverfront, and improving the health and condition of the rivers and the riverbank. Therefore, a bonus structure for height and setback was created based upon actions that helped to accomplish such. Project Personnel (Project Manager) Project Davenport, Iowa 11 Zoning Ordinance Arista Strungys Project Manager Knoxville, Tennessee 11 Zoning Code Project Manager Trenton, New Jersey Land Development Ordinance Project Manager Saratoga Springs, New York 11 Unified Development Ordinance Project Manager Oak Park, Illinois 11 Zoning Ordinance Update Project Manager Portland, Maine 11 ReCode Portland Phase II Project Planner Charlotte, North Carolina 11 Unified Development Ordinance Project Manager Buffalo, New York 11 Green Code: Land Use Plan + Form -Based UDO Project Manager Pittsburgh, Pennsylvania 11 Riverfront Zoning Amendment Project Manager Select Examples of Zoning Work Additional examples can be provided upon request Davenport, Iowa 11 Zoning Ordinance https://ecode360.com/35578107 Knoxville, Tennessee 11 Zoning Code https://permits. knoxvilletn.gov/Plans-Review-I nformation/Current-Adopted-Codes-and-Ordinances/Zonina- Code *Camiros also created the User Manual found on this site Trenton, New Jersey 11 Land Development Ordinance https://trenton2501doupdate.com Portland, Maine 11 ReCode Portland (Phase II) https://www.recodeportland.me Saratoga Springs, New York 11 Unified Development Ordinance https://www.saratoga-springs.org/2077/Unified-Development-Ordinance-UDO *Camiros also created the User Manual found on this site Unified Development Code Update 24 Prepared by City of Dubuque Camiros Oak Park, Illinois 11 Zoning Ordinance https://www.oak- park.us/sites/default/files/zoning/2017 oak park zoning ordinance revised 03.06.24 reduced.pdf Charlotte, North Carolina 11 Unified Development Ordinance https://charlotteudo.org Buffalo, New York 11 Green Code: Land Use Plan + Form -Based Unified Development Ordinance https://www.buffalogreencode.com Pittsburgh, Pennsylvania 11 Riverfront Zoning Amendment https://library.municode.com/pa/pittsburgh/codes/code of ordinances?nodeld=PIZOCO TITNINEZOCO Unified Development Code Update 25 Prepared by City of Dubuque Camiros References Davenport, Iowa Zoning Ordinance Matthew G. Flynn, AICP Senior Planning Manager City of Davenport 563-888-2286 matt.flynn(oci.davenport.ia. us Knoxville, Tennessee Zoning Code Amy Brooks Planning Services Manager/Interim Executive Director City of Knoxville Knoxville -Knox County Planning 865.215.4001 amy.brooks@knoxplanning.org Trenton, New Jersey Land Development Ordinance Michael Kolber Former Planning Director City of Trenton Mkolber brsinc.com Saratoga Springs, New York Unified Development Ordinance Susan Barden Principal Planner City of Saratoga Springs 518.587.3550 ext. 2493 susan.barden(a)saratoga-springs.org Portland, Maine ReCode Portland (Phase II) Nell Donaldson City of Portland Director of Special Projects 207.874.8723 hcd(a-portlandmaine.gov Oak Park, Illinois Zoning Code Craig Failor Village Planner Village of Oak Park 708.358.5418 cfailor oak-park.us Unified Development Code Update 26 Prepared by City of Dubuque Camiros Understanding of Final Contract Terms We have read and understood RFP Appendix C — City of Dubuque Contract Terms and Conditions and agree to include the clauses that are listed in the final signed contract. We do not have any exceptions to the Contract Terms and Conditions by the Consultant. Unified Development Code Update 27 Prepared by City of Dubuque Camiros Certificate of Insurance A certificate of insurance has been provided demonstrating Camiros' ability to meet the requirements of the RFP. Camiros confirms that we will meet the requirements of RFP Schedule J should they be awarded the contract. Unified Development Code Update 28 Prepared by City of Dubuque Camiros CAMILTD-01 _ JMJLLO CERTIFICATE 4F LIABILITY INSURANCE DATE E(MMI I'l3 �� 1 THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER. _ IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the pollcy(les) must have ADDITIONAL INSURED provisions or be endorsed. If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endomement(s). PRODUCER rho Daniel and Henry Co. 200 S. Wacker Drive Suite 760 Chicano. IL 60606 INSURED Camiros Ltd. 411 S. Wells Street Chicago, IL 60607 MLA7 Jeanne Miller iNo, E! (312) 334-6023 � FAX No):(312) 332-0203 MiilerJ@danielandhenry.com _ INSURERJSI AFFORDING COVERAGE NAIC 0 INSURER A: Allmerica Financial _Benefit Insurance Company 41840 msuRERa;.Allmerica Financial Alliance Ins Co _ _— 10212 _ INSURER c: Hanover American Insurance Co_m_136064 _ MUWRD:National Casualty Company 11991 IN3URERE: _ INSURER F : COVERAGES CERTIFICATE NUMBER: REVISION NUMBER: THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EX_CLUJSIONS AND -CONDITIONS OF SUCH POLICIES. LIMITS -SHOWN MAY HAVE-B€€N4R&DUGED4W42AID CLAIMS. ITR TYPE OF INSURANCE _ _ADD061T { POLICY NUMBER �—.- POLICY OLCY EX EFF f- PP - -. LIMITS A X'; COMMERC1ALGENERALLIABILnY EACH OCCURRENCE S —1,000,OOC t CLAIMS -MADE FX� OCCUR Z2KJ344450 3/1812023 3/18/2024 DAMAGE TO RENTED PREMISES IEa ocGmep� _, S _ 100,Q0C 5,000 MEDEXP,Arnone —on) PERSONAL & ADV INJURY _ _! 5 -Included GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE 3 2 000100C X , POLICY El MRLOC hPRODUCTS &NF1OPA_GG i $ 2,000,000 1EPLI 260,00C OTHER: B SINGLE LIMIT 1,00(I,000 AUTOMOBILELIABILITY IC.aeBIkfenti I- ANY AUTO 1WKJ342967 3/1812023 3118/2024 BODILY ]NJ URYYPerperson� ,; s ' OWNED SCHEDULED AURTBO�S ONLY. X BODILY INJS1RPe_racgtlentJ.- X N OWN LV AUTOS ONLY AUTOS ONLY OPER AMAGE $ er aa�d7Yern�D ITOS � _X- A Xuml3RELLAuAB X OCCUR j +EXCESSLIAB _ CLAIMS -MADE' 7-2KJ344450 EACH,OC_CURRENCE y 3/18/2023 3/18/2024 A-�GREGATE ; S 5,000,000 5,000,00C _ _ b DED X T-RETENTION S u __C WORKERS COMPENSATION __ �AND I X PER i OT_H- �_$TP.TU'1'ER, EMPLOYERS' LIABILITY Y 1 N WZKJ343218 EANY PROPRIETOR/PARTNERIE%ECUTIVE ❑N NIA . 3118/2023 3118/2024 E.L. EACH ACCIDENT $., 1,000 OOC E FICER/MEM6ER EXCLUDED? { �MMendetory f. U) E.L. DISEASE - EA EMPLOYEE S, _ 1 OOO,OOC __ _ E if yes, describe under ' DESCRIPTION OF OPERATIONS below - E.L. DISEASE - POLICY LIMIT $ 1,000,DOC _ _ _ p Prof Liab/Comp Netw- EO 0001409 9/6/2022 9/6/2023 'Clalm/Aggregate 2,000,000 DESCRIPTION OF OPERATIONS / LOCATIONS/ VEHICLES (ACORD 101, Additional Remarks Schedule, maybe adached If more space Is required) CERTIFICATE HOLDER CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE EXPTION DATE THEREOF, Proof of Insurance ACCORDANCE WITH THE POLICY PROVISIONS. NOTICE WILL BE DELIVERED IN AUTHORIZED REPRESENTATIVE C),�R -1 r G ACORD 25 (2016/03) ©1988-2015 ACORD CORPORATION. All rights reserved. The ACORD name and logo are registered marks of ACORD Proposed Project Schedule We are able to complete this assignment within 16 months based upon the above scope of work. This timeframe is contingent on receipt of all relevant materials are received and meetings with staff, officials, and public input are scheduled in a timely manner. We are ready to begin immediately. This schedule can be refined based on client expectations regarding final scope, anticipated meetings, and deliverables. Phase 1: Evaluation 1-1: Kick -Off + Reconnaissance 1-2: Review of Existing Ordinances 1-3: Stakeholder Interviews 1-4: Technical Review Report 1-5: Public Release Phase 2: UDC Drafting 2-1: Prepare Staff Draft 2-2: Staff Review of Draft 2-3: Prepare Public Draft 2-4: Public Open Houses and ZAC 2-5: Prepare Public Draft #2 2-6: Present Public Draft #2 Phase 3: Adoption of UDC 3-1: Prepare Public Hearing Draft 3-2: Public Hearings 3-3: Adoption Unified Development Code Update 30 Prepared by City of Dubuque Camiros camiros consultants in planning, zoning, economic development, urban design & landscape architecture April 26, 2024 Wally Wernimont Planning Services Mr. Wernimont, We have estimated a not -to exceed fee of $99,975 for this assignment, based on the approach established in the work program above. This cost can be modified based on client expectations regarding final scope, anticipated meetings as laid out in the scope, and deliverables. Expenses included in this not -to exceed fee include travel and presentation materials. The table below details cost by phase. The following hourly rates for professional and support staff engaged in this work are as follows: Arista Strungys - $145/hour Vita Khosti - $100/hour Sierra Berquist - $100/hour Due to budget limitations, the majority of in -person meetings and engagement will be conducted by the Project Manager, Arista Strungys. Phase 1: Evaluation 1-1: Kick -Off+ Reconnaissance 1-2: Review of Existing Ordinances $27,660 1-3: Stakeholder Interviews 1-4: Technical Review Report 1-5: Public Release Phase 2: UDC Drafting 2-1: Prepare Staff Draft 2-2: Staff Review of Draft 2-3: Prepare Public Draft $58,995 2-4: Public Open Houses and ZAC 2-5: Prepare Public Draft #2 2-6: Present Public Draft #2 Phase 3: Adoption of UDC 3-1: Prepare Public Hearing Draft 3-2: Public Hearings 3-3: Adoption $13,320 Total 1 $99,975 This fee can be revised based on client expectations regarding final scope, anticipated meetings, and deliverables. Please feel free to contact me directly if you need more information. Sincerely, AA Arista Strungys, FAICP, PP Principal Consultant Contact Information Arista Strungys, FAICP Principal Camiros 411 S. Wells, Ste. 400 Chicago, IL 60607 312-879-9515 astrungys@camiros.com City of Dubuque Insurance Requirements for Professional Services REQUEST FOR PROPOSAL (RFP) THE CITY OF ISSUE DATE: April 3, 2024 DCONTACT:U&B Wally Wernimont, Planning Services � PHONE NO: 563-589-4210 EMAIL: wwernimo@cityofdubuque.org Masterpiece on the Mississippi SUBMIT PROPOSAL/OFFER PRIOR TO: SUBMIT TO: CLOSING DATE: April 26, 2024 SEE Section 8.0 CLOSING TIME: 12:00 P.M. local time FAX NOT ACCEPTED DESCRIPTION: Professional Services for a Comprehensive Update to the City of Dubuque's Unified Development Code RECEIPT OF PROPOSAL ACKNOWLEDGEMENT If you are considering a response to this RFP, please mark the box to ❑ the left, fill in the information below and return this sheet as a confirmation that you received this RFP. NO RESPONSE REPLY If you do not want to respond to this RFP at this time, please mark the ❑ box to the left, fill in the information below and return this sheet only. COMPANY NAME: DATE: MAILING ADDRESS: CITY/STATE: ZIP CODE: AUTHORIZED SIGNATURE: PRINTED NAME: TITLE OF AUTHORIZED REPRESENTATIVE: EMAIL: PHONE: Page 1 City of Dubuque Insurance Requirements for Professional Services Dubuque THE CITY OF MI-Amerin Cif -hAl DUB36]trE 1 1 1®► 2007-2012.2013 Masterpiece on the Mississippi 2017*2019 CITY OF DUBUQUE PLANNING SERVICES DEPARTMENT REQUEST FOR PROPOSAL Professional Services for an Update to the City of Dubuque's Unified Development Code Paqe 2 City of Dubuque Insurance Requirements for Professional Services RFP ORGANIZATION The City of Dubuque Planning Services Department Update to the City of Dubuque's Unified Development City of Dubuque, Iowa Table of Contents: SECTION PAGE 1.0 Introduction.................................................................. 4 2.0 Project Objectives......................................................... 4 3.0 Community Background .................................................. 5 4.0 Project Scope of Services ............................................... 5 5.0 Use of City Resources .................................................... 8 6.0 Information to be Included in the Proposal .......................... 9 7.0 Proposal Question and Answers ....................................... 11 8.0 Submission Requirements ............................................... 12 Appendix A Consultant Evaluation Selection Process ........................... 15 Appendix B RFP Rules and Protest Procedure .................................... 18 Appendix C City of Dubuque Contract Terms and Conditions .................. 20 Appendix D Insurance Requirements ................................................. 25 Paqe 3 City of Dubuque Insurance Requirements for Professional Services THE CITY OF DUB E Masterpiece on the Mississippi Consultant Professional Services Request for Proposal 1.0 INTRODUCTION The City of Dubuque Planning Services Department is soliciting competitive sealed proposals from qualified and experienced professional consulting firms or teams (Consultant) to update the City's existing Unified Development Code which includes the zoning code, the subdivision ordinance, and the historic preservation ordinance. The current Unified Development Code (UDC) was adopted in 2009. Since its adoption, the UDC has been updated by City staff and through text amendment requests to address new issues, to reflect State -initiated regulation changes, and to accommodate growth and emerging trends. The City is now seeking a more thorough evaluation of the UDC to see that it is supporting the City Council goals and priorities, is in alignment with other City plans, and to ensure it is not serving as a barrier to development in the community. The purpose of this Request for Proposal (RFP) is to outline the scope of work, describe information to be provided in the proposal, and share the process which will be used in selecting a successful Consultant to complete the project. The Consultant will be required to produce all products defined in the Scope of Work, with assistance from staff and the Project Team. A link to the RFP and related documents is posted on the City of Dubuque website provided below. As well, you may sign up for bid notifications for the future on that page. Request for Proposal website: https://www.cityofdubugue.org/bids.aspx. 2.0 PROJECT OBJECTIVES Review of the City's current UDC and analyze and determine the strengths and weaknesses of the existing code, and the extent to which the current code acts as a barrier to efficient development. This update is not intended to be a complete rewrite of the existing code. The City believes the current document provides a solid foundation, however, updates and enhancements are necessary to eliminate inconsistencies and incorporate zoning code best practices. Paqe 4 City of Dubuque Insurance Requirements for Professional Services The City of Dubuque Planning Department primary goals and expectations for the update include: • To consider the 2017 Imagine Dubuque Comprehensive Plan, the Equitable Poverty Reduction & Prevention Plan, and other City plans, special purpose areas, overlay districts, and standards and policies to inform the code update; • To remove barriers to the creation of housing of various types and affordability; • To research and consider topics mentioned in zoning reform discussions, such as changing demographics, parking, housing, flexible uses, and bulk regulations; • To clarify certain aspects of the code inconsistencies that are ambiguous or conflicting; • To streamline certain processes and provide options for administrative waivers; • To consider certain aspects of the code that have led to frequent requests, such as special exceptions and variances; • To consider issues raised through community feedback, including the Developer's Roundtable (a public -private development ad hoc committee); and • To comply with legislation from the State of Iowa. 3.0 COMMUNITY BACKGROUND The City of Dubuque is located on the Mississippi River in northeastern Iowa, adjacent to Illinois and Wisconsin. As Iowa's oldest city chartered in 1837, Dubuque is a community well known for its historic and architectural beauty. The city is over 30 square miles in area, with a population of nearly 60,000 persons. The community has a stable and diversified manufacturing base and a growing service sector. Dubuque is the major retail, medical, education, and employment center for the tri-state area. Tourism continues to be a major economic force in the community. The City website is www.cityofdubuque.ora. The City of Dubuque is governed by an elected Mayor and City Council and managed by a City Manager. The City funds a full range of municipal services. City government works in collaboration with the private and non-profit sectors to promote economic development and sustainability. Sustainability and downtown, neighborhood, and riverfront planning and revitalization are long-standing priorities of the City Council. A summary of current City Council goals and priorities can be found here: www.citvofdubuque.org/councilgoals. The City's Unified Development Code regulates zoning, subdivision, signs, site development, and historic preservation. The UDC's coordinated regulations facilitate development, enhance neighborhood quality, and support City goals. The UDC promotes urban design and mixed -land use through diverse commercial, recreational, educational, and residential uses. The current UDC regulations can be accessed through the link below: https://codelibrary.amlegal.com/codes/dubugueia/latest/dubugue ia/0-0-0-13151 4.0 PROJECT SCOPE OF SERVICES The following outline describes the minimum components which should be included in the scope of services. Paqe 5 City of Dubuque Insurance Requirements for Professional Services In preparing a response to this RFP, Consultants should describe the means or strategy by which they would satisfy the scope of services. The final scope of work will be negotiated with the selected consultant or consultant team. The City will evaluate submitted proposals and award a contract to the selected Consultant based on the best overall proposed solution, considering each individual section listed below. The City encourages proposals from Consultants that are Women/Minority Businesses Enterprises (W/MBE). The City's Project Team will be made up of staff members across departments that are assisting with different portions of the project and a representative from Greater Dubuque Development Corporation: • Wally Wernimont, Planning Services Director • Shena Moon, Associate Planner • Chris Happ Olson, Assistant Planner • Jason Duba, Assistant Planner • Travis Schrobilgen, Assistant Planners • Matt O'Brien, Planning Technician • Dawn March, Purchasing and Safety Coordinator • Jason Lehman, Assistant City Attorney • Nate Kiefer, Professional Land Surveyor • Nathan Steffen, Civil Engineer I • Mike Belmont, Housing & Community Development Assistant Director • Ian Hatch, Economic Development Assistant Director • Gisella Aitken-Shadle, Chief of Equity & Human Rights • Rick Dickinson, President & CEO [Greater Dubuque Development Corporation] 4.1 — Project Management & Accounting 4.1.1 The Consultant shall identify one person to serve as the Project Manager. The Project Manager shall be the leader of this effort and is expected to ensure that the project scope, schedule, and budget are being adhered to at all times for the duration of the project. Additionally, the Project Manager shall serve as the primary point of contact for all exchange of information between the City and the Consultant. 4.1.2 Process all payment requests for the project, maintain the budget for the project, and provide monthly status updates to the City of Dubuque Planning Services Department. 4.2 — Project Manager Deliverables The following is a list of requirements which shall be met throughout the contract period. 4.2.1 The Project Manager shall submit an updated electronic copy of the project schedule at each progress meeting. 4.2.2 The Project Manager shall submit the project progress report at progress meetings and with each monthly invoice. City of Dubuque Insurance Requirements for Professional Services 4.2.3 The Project Manager shall shepherd the project, with support from the Project Team and stakeholders, from inception, through City Council approval(s), and codification. 4.3 — Project Coordination and Communication 4.3.1 Administer any change orders that may come up in the project. All change orders need approval from the Project Coordinator prior to executing the change order. 4.3.2 Maintain all records for the project. Provide a copy of all records to the Planning Services Department. 4.3.3 Coordination with City Staff: The Consultant will participate in multiple coordination meetings with the Planning Services Department of the City of Dubuque and the Project Team to review progress. (see project timeline, Appendix E) 4.3.4 Miscellaneous Coordination: The Consultant will work with the Planning Services staff and members of the Project Team to gather data and input and carry out the project. 4.4 — Stakeholder Engagement 4.4.1 The Consultant will engage the community, including stakeholders, staff, and elected/appointed officials through various methods such as presentations, workshops, surveys and social media. Strong communication (oral and written) and presentation skills are required. 4.4.2 It is anticipated that the Consultant will lead public meetings and attend/be present to City Council in a series of work sessions. Proposals should include the following: • Community Engagement Process • Required review by City Council (in -person work sessions) • Frequency for meeting with Technical Advisory Committee • Developer's Roundtable (The consultant shall conduct a minimum of one (1) meeting with this stakeholder group.) • City staff will coordinate the input from commissions, committees and boards, including but not limited to: ■ Long Range Planning Advisory Commission ■ Zoning Board of Adjustment ■ Zoning Advisory Commission ■ Historic Preservation Commission ■ Housing Commission ■ Resilient Community Advisory Commission ■ Development Review Team Paqe 7 City of Dubuque Insurance Requirements for Professional Services 4.5 —Schedule 4.5.1 The project schedule shall meet the needs of the project scope. A timeline overview is provided below. Suggested overall timeline: April 3, 2024 City issues RFP April 18, 2024 Consultant questions due to City April 22, 2024 Q&A published by City to Consultants April 26, 2024 Proposal due by 12:00 p.m. CDT May 2024 Consultant interviews June 2024 Selection presented to City Council July 2024 Contract awarded August 2024 Notice to proceed March 2026 Completion 4.5.2 The Consultant shall provide a recommended schedule for the completion of the project through award of contract, construction, and project closeout. 5.1 - Use of City Resources for the RFP Preparation All information requests during the RFP process shall be directed to the City's Project Coordinator as detailed in Section 7.0 of this RFP. Consultants should note that directly contacting other City of Dubuque staff or any of the Project Team members shall be considered inappropriate and grounds for disqualification, except in the case of following the protocol outlined in Section 7.0. 5.2 - Material Available for the RFP 5.2.1 A link to the RFP and related documents is posted on the City of Dubuque website: https://www.cityofdubugue.org/bids.aspx. Additionally, the documents can be requested by contacting Project Coordinator Wally Wernimont at wwernimo(a�cityofdubugue.org. 5.2.2 Relevant and referenced information in this plan are in the following locations: • City of Dubuque's Unified Development Code, https://www.cityofdubugue.org/l 209/Unified-Development-Code • 2017 Imagine Dubuque Comprehensive Plan https://www.citVofdubugue.org/2432/Imagine-Dubuque • Equitable Poverty Reduction & Prevention Plan https://www.citVofdubugue.org/2974/Equitable-Poverty-Reduction- Prevention-P • Arts & Culture Master Plan https://www.citVofdubugue.org/2269/Arts-Culture-Master-Plan City of Dubuque Insurance Requirements for Professional Services • Community Climate Action & Resiliency Plan https://www.cityofdubugue.org/l 374/50-by-2030-Plan • Interactive Zoning and Historic District Maps https://www.cityofdubugue.org/2912/Interactive-Maps 5.3 - City Resources Available to the Selected Consultant The City will make its ArcGIS Pro mapping and data analysis capabilities available for this project as well as assistance from the Planning Services Department. Digital aerial photos of the City of Dubuque were last taken in Spring 2022 and we anticipate an update in Fall 2024. 6.0 INFORMATION TO BE INCLUDED IN PROPOSAL The Proposal should address all the points outlined in this RFP excluding any cost information which shall be included in a separate sealed envelope or electronic file labeled "Project Cost Estimate". The Proposal should be prepared simply and economically, providing a straight -forward, concise description of the Consultant's capabilities to satisfy the requirements of the RFP. To simplify the review process and to obtain the maximum degree of comparability, the proposal shall include the following information and shall be organized in the order and manner specified below. While additional data may be presented, the following subjects must be included. They represent the criteria against which the proposal will be evaluated. Letter of Transmittal Provide a letter of transmittal briefly outlining the Consultant's understanding of the work and list the Project Manager's name, address, telephone number, and e-mail address. The name that is provided for the Project Manager will be used as the primary contact person during the RFP evaluation process. Table of Contents Each proposal shall contain a table of contents that delineates each section contained in the proposal and the corresponding page number. Profile of Consultant Provide general information about the Consultant, along with its area(s) of expertise and experience as it relates to this RFP. Describe the experience and success of the Consultant in performing similar projects. State the description of the Consultant, the size of the Consultant's professional staff, and the location of the office from where the work on this project will be performed. Discuss the Consultant's ability to integrate this project into their present workload. Include a statement to specify if the Consultant currently has the capacity to undertake the project or whether it intends to hire additional staff or partner with subconsultants. Paqe 9 City of Dubuque Insurance Requirements for Professional Services Scope of Services Describe the means or strategy by which the Consultant would satisfy the scope of services for the currently approved budget as listed below in "Fees and Compensation". Include a basic work plan for each strategy that delineates the Consultant's approach to the completion of the project. The work plan, at a minimum, should include those components outlined in Section 4.0 of this RFP. The Consultant should indicate in the work plan those aspects that might be completed by City staff. Highlight any parts of the work plan that will reflect the Consultant's unique philosophy or insight regarding its approach to this project and how this approach positively impacts the successful completion of the project. Consultant Team Qualifications Provide the names of all members of the consultant team associated with this project. Specifically identify the supervisory and management staff including principals, the Project Manager, and technical experts who would be assigned to this project. For each consultant team member, provide their qualifications and experience. Include any training and relevant continuing and professional education. Include a flow chart that shows the communication path between the City and Consultant. Include all consultant team members on the flow chart and show the supervisory relationship between all members of the team. Be sure to include all subconsultant staff on the consultant team flow chart. If applicable, provide the name and location of other subconsultants that would be included in a Consultant team and the approximate percentage of the work that would be performed by each of these Consultants. Provide the qualifications and experience of all subconsultant staff working on the project. In submitting the Proposal, the prospective Consultant is representing that each person listed or referenced in the proposal shall be available to perform the services as described. The Project Manager, principals, management, subconsultants, and other consultant team staff may be changed in accordance with the requirements described in Substitution of Consultant Team Members in Appendix C — City of Dubuque Contract Terms and Conditions. Describe the experience and success of the consultant team members in performing similar projects. Specifically list any experience and success completing code drafting and updates for municipalities similar to Dubuque and/or within the State of Iowa. References Include at least three (3) client references (including individual contact names and telephone numbers) for similar or relevant projects that have been completed by the Consultant in the last five (5) years. List the names of individuals on the consultant team proposed for the Dubuque project who have worked on the referenced projects. Paqe 10 City of Dubuque Insurance Requirements for Professional Services Understanding of Final Contract Terms The Consultant should provide a statement that indicates they have read and understand Appendix C — City of Dubuque Contract Terms and Conditions and agree to include the clauses that are listed in Appendix C in the final signed contract. Any exceptions to the Contract Terms and Conditions by the Consultant must be clearly stated in their submitted Proposal. Certificate of Insurance The Consultant shall provide a confirmation obtained from their insurance provider demonstrating their ability to meet the requirements of the said Schedule J, included in Appendix D of this RFP. Consultants shall also confirm that they will meet the requirements of Schedule J should they be awarded the contract. Proposed Project Schedule Provide a project schedule for each strategy. Outline the time durations and estimated completion dates for each major component of the proposed scope of work. The schedule should list all deliverables that are required throughout the project. Fees and Compensation The City of Dubuque has a budget not to exceed $100,000 to complete the scope of this project. The City of Dubuque will separately incur the cost of the legal notices required by law for this project. Consultants should provide a fixed cost not to exceed the City's budget for the project. All expenses shall be included in the budget, including travel, community engagement, and printing. The project shall be billed based on a percentage complete at the time of billing. The cost proposal should roughly breakdown costs by major scope element and include a list of hourly rates for personnel assigned to the project. Quotation of fees and compensation shall remain firm for a period of at least 120 days from the RFP submission deadline. Payment for Work: The Consultant awarded the contract shall be paid once monthly. The invoiced amount shall be based on the earned value based on the percentage of work completed as reported in monthly project report updates and invoicing. Method of Submittals: Submittals shall be in two parts: the proposal and the budget, each submitted separately in PDF. Initial screening will be done without viewing the Consultant's proposed costs and related information. 7.0 PROPOSAL QUESTIONS AND ANSWERS If you have any questions concerning this proposal, or other technical questions, please submit your requests in writing to the City's designated Project Coordinator. The City has used considerable efforts to ensure an accurate representation of information in this RFP, however, should there be inaccuracies, questions, or concerns, we invite Consultants to Paqe 11 City of Dubuque Insurance Requirements for Professional Services reach out to the Project Coordinator. Each Consultant is responsible to conduct its own investigations into the material facts provided. No answers given in response to questions submitted shall be binding upon this RFP unless released in writing (letter or email) as an officially numbered and titled addendum to the RFP by the City of Dubuque. Any questions concerning this proposal must be received on or before 9:00 a.m. (local time) on Thursday April 18, 2024. Any inquiries received after this date will not be answered. When submitting a question to the Project Coordinator, please include the appropriate Consultant contact information. A copy of all blind questions and their answers will be provided to all registered Consultants on Monday April 22, 2024 via the bidding notification system in order to provide all Consultants with consistent information. From the date of issuance of the RFP until final City action, the Consultant shall not discuss the RFP with or contact any other City of Dubuque employees or any of the Project Team members regarding the subject matter of this RFP, except as expressly authorized by the Project Coordinator identified in this Section. Violation of this restriction will be considered a violation of the rules and be grounds for disqualification of the Consultant's proposal. Project Coordinator contact information is as follows: Wally Wernimont, Planning Services Director City of Dubuque Planning Services Department 50 W. 13t" Street Dubuque, IA 52001 Phone: 563.589.4210 E-mail: wwernimo(a�cityofdubugue.orq For e-mail questions, use subject: RFP Q&A 8.0 SUBMISSION REQUIREMENTS Before submitting a proposal, each Consultant shall make all investigations and examinations necessary to understand the current Unified Development Code, related City plans and standards previously mentioned (see section 2.0), and to verify any representations made by the City upon which the Consultant will rely. Each Consultant is required to submit an electronic copy of their proposal via email by the deadline of Friday, April 26, 2024 at 12:00 pm CDT. PROPOSAL SUBMITTAL INFORMATION Submittal Contacts: Wally Wernimont, Planning Services Director wwernimo@cityofdubuque.org Departmental email planning@cityofdubuque.org Paqe 12 City of Dubuque Insurance Requirements for Professional Services REQUIRED DOCUMENT SUBMISSIONS FOR THE RFP Email Submittal Format Deadline Delivery method Email to: Transmittal letter wwernimo@citvofdubuque.or Portable Document planning@citvofdubuque.org Project proposal and Format (PDF) April 26, 2024 12 p.m. addenda (Email shall be generated from (noon, Central time) the email account of the officer of the Consultant who is Separate (PDF) Cost proposal Portable Document authorized to legally bind the Format Consultant to its provisions.) Each Consultant shall submit one copy via email, using the deadlines, methods and formats outlined in the submittal chart referenced immediately above. Proposals should not include any pre-printed or promotional materials. Please make attempts to keep proposals to less than 30 pages total. The City can receive up to 25MB file size via a single email. Each addendum must be acknowledged in the Letter of Transmittal by providing the addendum number and title. Failure to acknowledge each addendum will be considered grounds for possible disqualification. In regards to insurance, please submit your confirmation demonstrating your willingness to meet the terms of Schedule J, as well as a confirmation obtained from your insurance provider demonstrating your ability to meet the requirements of the said schedule. Said Schedule J is located under Appendix D. It is solely the Consultant's responsibility to ensure that you have reviewed all addendums to this RFP before submitting the proposal. The proposal document shall be signed by an officer of the Consultant who is authorized to legally bind the Consultant to its provisions. Proposals are to contain a statement indicating the period during which the proposal will remain valid. A period of not less than one hundred twenty (120) calendar days from the proposal closing date is required. Failure to comply with the above requirements shall be considered grounds for possible disqualification. Each Consultant assumes full responsibility for delivery and deposit of the completed proposal package on or before the deadline. It is recommended that the Consultant follows up with the Planning Services Office to confirm delivery. Any proposals not meeting the submittal deadlines will not be considered and will be returned to the Consultant. The City of Dubuque is not responsible for any loss or delay with respect to delivery of the proposals. The City of Dubuque is not liable for any costs incurred by any Consultant prior to the execution of an agreement or contract. Nor shall the City of Dubuque be liable for any costs incurred by Consultants that are not specified in any contract. All results from this project will remain the property of the City of Dubuque. Upon receiving this RFP, we request that the Consultant complete the "Receipt of Proposal Acknowledgement"— "No Response Reply" information contained on the first page of this Paqe 13 City of Dubuque Insurance Requirements for Professional Services document and return it to the City's Project Coordinator by email so the City can ensure that each Consultant received this Request For Proposal. The City of Dubuque appreciates your time and consideration of this RFP. Sincerely, 4W11vy /WernimontA,Plawning Services Director Planning Services Department The City of Dubuque Project Coordinator Paqe 14 City of Dubuque Insurance Requirements for Professional Services THE CITY OF DUB E Masterpiece on the Mississippi Professional Services for an Update to the City of Dubuque's Unified Development Code April 3, 2024 Appendix A Consultant Evaluation and Selection Process Paqe 15 City of Dubuque Insurance Requirements for Professional Services EVALUATION CRITERIA Proposals will be screened to ensure that they meet the minimum requirements of the proposal format. The Project Team will review qualifying proposals and select Consultants for placement on the consultant short-list for the project. The following criteria are among those that will be used to initially evaluate submitted proposals. 1. A high level of professional competence and a proven track record in urban planning and land use regulation; evaluation, updating, and administration of land use regulations; land use law; the development of city zoning, subdivision, and historic preservation codes: a. Qualifications and experience of the Consultant and any subconsultants. b. Demonstration of the professional expertise and technical abilities of the consultant team members. c. If a joint venture with subconsultants, any track records of the Consultant's experience working with each referenced subconsultant. d. Experience of the Consultant working on municipal projects, especially in Iowa. 2. Design approach/methodology in completing scope of services such as: a. Grasp of project requirements and level of interest in the project. b. Ability of Consultant to demonstrate initiative, motivation, and knowledge of the City of Dubuque. c. Creativity and problem -solving ability. 3. Experience of engaging stakeholders in the process: a. Experience with public input facilitation. b. Diplomatically translating stakeholder input into UDC standards and/or criteria. 4. Responsiveness and compatibility between Consultant and City: a. General attitude and ability to communicate. b. Ability to listen, be flexible, and to follow and implement directions, ideas, and concepts. c. Overall success of past projects completed for the City of Dubuque, if applicable. 5. Quality and completeness of the written proposal and services offered: a. The proposal should clearly demonstrate an understanding of the City's overall objectives for the project. b. Ability to produce high quality documents that are user-friendly with high quality graphics. c. Ability to make high quality oral and visual presentations. 6. Proposed schedule required to complete project. 7. Proposals from Women/Minority Businesses Enterprises (W/MBE) are encouraged. The Project Team will interview the short-listed Consultants. Proposal cost in relationship to the services offered will be evaluated following the initial review of proposals and the criteria outlined above. Reference checks will be conducted as appropriate. Both the original submitted proposal and the results of the Consultant interviews, reference checks, and costs proposals will be used to select the final Consultant for the project. Paqe 16 City of Dubuque Insurance Requirements for Professional Services SELECTED CONSULTANT Upon the completion of the evaluation of the proposals, the Project Team will recommend to the City Manager, who will then make a recommendation to the City Council, the awarding of a contract to the highest ranked Consultant. The Project Team will also request authority to negotiate with the recommended Consultant a final scope of work and fee structure for the project. If a contract, satisfactory and advantageous to the City, can be negotiated at a price considered fair and reasonable, the award shall be made to that Consultant. Otherwise, negotiations with the Consultant ranked first shall be formally terminated and negotiations commenced with the Consultant ranked second, and so on, until a contract can be negotiated that is acceptable to the City. Upon the successful completion of contract negotiations, the Project Team shall recommend that the City Manager execute a contract with the successful Consultant. The City Manager will in turn make a decision to execute the contract or request the City Council make a final determination to award and execute the contract with a Consultant. Paqe 17 City of Dubuque Insurance Requirements for Professional Services THE CITY OF DU B E Masterpiece on the Mississippi Professional Services for an Update to the City of Dubuque's Unified Development Code April 3, 2024 Appendix B RFP Rules and Protest Procedure Paqe 18 City of Dubuque Insurance Requirements for Professional Services MINOR IRREGULARITIES The City reserves the right to waive minor irregularities in submitted proposals, providing such action is in the best interest of the City. Minor irregularities are defined as those that have no adverse effect on the City's best interests and will not affect the outcome of the selection process by giving the prospective Consultants an advantage or benefit not enjoyed by other prospective Consultants. EXCEPTIONS Consultant exceptions to any part of the requirements stated in this request must be clearly identified as exceptions and noted in the letter of transmittal and in the submitted project cost estimate. DEFINITIONS The City has established for the purposes of this RFP that the words "shall", "must", or "will" are equivalent in this RFP and indicate a mandatory requirement or condition, the material deviation from which shall not be waived by the City. A deviation is material if, in the City's sole discretion, the deficient response is not in substantial accord with this RFP's mandatory conditions requirements. The words "should" or "may" are equivalent in this RFP and indicate very desirable conditions, or requirements but are permissive in nature. Deviation from, or omission of, such a desirable condition or requirement will not in and of itself cause automatic rejection of a proposal but may result in being considered as not in the best interest of the City. DISPUTES/EXCEPTIONS Any prospective Consultant who disputes the reasonableness or appropriateness of any item within this RFP document, any addendum to this RFP document, notice of award or notice of rejection shall set forth the specific reason and facts concerning the dispute, in writing, within five (5) business days of the receipt of the proposal document or notification from the City. The written dispute shall be sent via certified mail or delivered in person to the point of contact set forth in Section 7.0, who shall review the written dispute and work with the City Manager to render a decision which shall be considered final. Paqe 19 City of Dubuque Insurance Requirements for Professional Services THE CITY OF DUB E Masterpiece on the Mississippi Professional Services for an Update to the City of Dubuque's Unified Development Code April 3, 2024 Appendix C City of Dubuque Contract Terms and Conditions Paqe 20 City of Dubuque Insurance Requirements for Professional Services CITY OF DUBUQUE STANDARD TERMS AND CONDITIONS ACCELERATED PAY DISCOUNTS - Accelerated discounts should be so stated on the bid submittal page. If quick pay discounts are offered, the City reserves the right to include that discount as part of the award criteria. Prices must, however, be based upon payment in net thirty (30) days after receipt, inspection and acceptance. In all cases, quick pay discounts will be calculated from the date of the invoice or the date of acceptance, whichever is later. ADA COMPLIANCE 1. The Contractor shall comply with all applicable provisions of the Americans with Disabilities Act (Public Law 101-336, 42 U.S.C. 12101 et seq.) and applicable Federal regulations under the Act. 2. Bids for design, construction, programs, policies and concessions of any type shall comply with the 2010 Standards for Accessible Design, the ADA title II regulation, Section 504 of the 1973 Rehabilitation Act, and similar statutes and regulations prohibiting discrimination on the basis of disability. 3. The Contractor shall ensure that its websites and all online services, including those websites or online services provided by third parties upon which Dubuque relies to provide services or content, comply with, at minimum, Web Content Accessibility Guidelines - WCAG 2.0 AA. ASSIGNMENT - The City and the Contractor each are hereby bound and the partners, successors, executors, administrators and legal representatives of the City and the Contractor are hereby bound to the other party to the Contract and to the partners, successors, executors, administrators and legal representatives (and said assigns) of such other party, in respect of all covenants, agreements and obligations of the Contract. Any assignment or attempt at assignment made without prior written consent of the City shall be void. BID CURRENCY/LANGUAGE - All bid prices shall be shown in US Dollars ($). All prices must remain firm for the duration of the Contract regardless of the exchange rate. All bid responses must be submitted in English. BID FORM - Each bidder must submit an original bid and additional copies as required on the forms attached. The bidder shall correctly sign the bid, and the bid may be rejected if it shows any omissions, alterations of the form, additions not called for in the bid, or any irregularities of any kind. In case of a discrepancy between the unit price and the extended price, the unit price shall prevail. BID INFORMATION IS PUBLIC — The bid and all documents submitted with any bid shall become public documents subject to Iowa Code Chapter 22, which is otherwise known as the "Iowa Open Records Law". By submitting the bid any document to the City of Dubuque in connection with a bid, the submitting party recognizes this and waives any claim against the City of Dubuque and any of its officers and employees relating to the release of any document or information submitted. Each submitting party shall hold the City of Dubuque and its officers and employees harmless from any claims arising from the release of any document or information made available to the City of Dubuque arising from any opportunity. Bid information requested by the public or other bidders will be provided in an alternative format if the requestor is a person with a disability and requires an alternative form for comprehension. BID REJECTION OR PARTIAL ACCEPTANCE - The City reserves the right to accept or reject any or all bids or parts thereof. The City further reserves the right to waive technicalities and formalities in bids, as well as to accept in whole or in part such bids where it is deemed advisable in protection of the best interests of the City. CONFLICT OF INTEREST - The Contractor represents, warrants, and covenants that no relationship exists or will exist during the Contract period between the Contractor and the City that is a conflict of interest. No employee, officer or agent of the Contractor shall participate in the selection or in the award if a conflict of interest, real or apparent, exists. The provisions of Iowa Code ch. 68B shall apply to the Contract. If a conflict of interest is proven to the City, the City may terminate the Contract, and Contractor shall be liable for any excess costs to the City as a result of the conflict of interest. The Contractor shall establish safeguards to prevent employees, consultants, or members of governing bodies from using their positions for purposes that Paqe 21 City of Dubuque Insurance Requirements for Professional Services are, or give the appearance of being, motivated by the desire for private gain for themselves or others with whom they have family, business, or other ties. The Contractor shall report any potential, real, or apparent conflict of interest to the City. CONTRACT DOCUMENTS — The Contract Documents are this Contract, the Request for Bids, the Contractor's Bids, and the following additional documents, if any: In the event of a dispute with respect to any term or condition in the Contract Documents, they shall be interpreted in the following order: this Contract, the Request for Bids, the Contractor's Bids, and the following additional documents, if any: DISPUTES - Should any disputes arise with respect to the Contract, the Parties agree to act immediately to resolve such disputes. Time is of the essence in the resolution of disputes. The Contractor agrees that, the existence of a dispute notwithstanding, it will continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute and the City shall continue to make payment for all Work properly performed. Should the Contractor fail to continue to perform its responsibilities regarding all non -disputed work, without delay, any additional costs incurred by the City or the Contractor as a result of such failure to proceed shall be borne by the Contractor. The unintentional delayed payment by the City to the Contractor of one or more invoices not in dispute in accordance with the terms of the Contract will not be cause for Contractor to stop or delay Work. FORCE MAJEURE - Force majeure shall be any of the following events: acts of God or the public enemy; compliance with any order, rule, regulation, decree, or request of any governmental authority or agency or person purporting to act therefore; acts of war, public disorder, rebellion, terrorism, or sabotage; floods, hurricanes, or other storms; strikes or labor disputes; or any other cause, whether or not of the class or kind specifically named or referred to herein, not within the reasonable control of the party affected. A delay in or failure of performance of either party shall not constitute a default hereunder nor be the basis for, or give rise to, any claim for damages, if and to the extent such delay or failure is caused by force majeure. The party who is prevented from performing by force majeure shall be obligated, within a period not to exceed fourteen (14) days after the occurrence or detection of any such event, to give notice to the other party setting forth in reasonable detail the nature thereof and the anticipated extent of the delay, and shall remedy such cause as soon as reasonably possible, as mutually agreed between the parties. INDEMNIFICATION - To the fullest extent permitted by law, the Contractor shall indemnify and hold harmless the City, its officers and employees, from and against all claims, damages, losses and expenses, including but not limited to attorneys' fees, arising out of or resulting from performance of the Contract, provided that such claim, damages, loss or expense is attributable to bodily injury, sickness, disease or death, or injury to or destruction of property, including loss of use resulting therefrom, but only to the extent caused in whole or in part by negligent acts or omissions of the Contractor, or anyone directly or indirectly employed by the Contractor or anyone for whose acts the Contractor may be liable, regardless of whether or not such claim, damage, loss or expense is caused in part by a party indemnified hereunder. LAWS AND REGULATIONS - The Contract shall be governed, interpreted and enforced in accordance with all applicable federal, State of Iowa, and local laws, ordinances, licenses and regulations and shall apply to the Contract throughout, as the case may be. The Contractor certifies that in performing the Contract it will comply with all applicable provisions of the federal, state, and local laws, ordinances, licenses and regulations. Venue for any action arising out of this Contract shall be the Iowa District Court for Dubuque County, Iowa. METHOD OF AWARDING - The City reserves the right to make awards based on the entire bid or on an item by item basis. However, if Contractor's bid is based on an "all or none" condition, the City may consider its bid non -responsive and reject the entire bid. NO GIFT STANDARD - The City of Dubuque is committed to upholding the highest ethical standards in all of its business practices. This standard recognizes the need to avoid even the perception of improper gifts or favors to employees. Therefore, all suppliers have been asked to abide by the City's "No Gift" standard. The "No Gift" standard also applies to all offers of discounts or free items at any place of business targeted toward a City employee and not available to the general public, regardless of the value. Paqe 22 City of Dubuque Insurance Requirements for Professional Services NON -COLLUSION STATEMENT - Neither the Contractor, nor anyone in the employment of the Contractor, has employed any person to solicit or procure the Contract nor will the Contractor make any payment or agreement for payment of any compensation in connection with the Contract. There is no contract, agreement or arrangement, either oral or written, expressed or implied, contemplating any division of compensation for Work rendered under the Contract or participation therein, directly or indirectly, by any other person, firm or corporation, except as documented in the Contract. Neither the Contractor, nor anyone in the employment of the Contractor, has either directly or indirectly entered into any agreement, participated in any collusion or otherwise taken any action in restraint of free competitive procurement in connection with the Contract. NON-DISCRIMINATION AND EQUAL OPPORTUNITY - All Contractors that engage in contracts with the City of Dubuque, Iowa agree as follows: The Contractor will not discriminate against any employee or applicant for employment because of race, sex, color, creed, ancestry, national origin, marital status, Familial status, religion, age, disability, sexual orientation, gender identity, genetic information, status with regard to public assistance, status as a veteran or any classification protected by federal, state, or local law, (Protected Classes) except where age and sex are essential bona fide occupational requirements, or where disability is a bona fide occupational disqualification. Such action shall include, but not be limited to the following; (a) Employment, (b) Upgrading, (c) Demotion or transfer, (d) Recruitment and advertising, (e) Layoff or termination, (f) Rate of pay or other forms of compensation, and (g) Selection for training, including apprenticeship. The Contractor further assures that managers and employees comply with both the spirit and intent of federal, state, and local legislation, government regulation, and executive orders in providing affirmative action as well as equal opportunity without regard to the protected classes, as stated above. The Contractor will include, or incorporate by reference, the provisions of the nondiscrimination clause in every contract or subcontract unless exempt by the rules, regulations or orders of the City and will provide in every contract or subcontract that said provision will be binding upon each Contractor.. REGULATORY AGENCY COMPLIANCE - Compliance with laws and regulations set forth by regulatory agencies is required. These agencies include, but are not limited to, OSHA — Occupational Safety & Health Agency, EPA — Environmental Protection Agency, ICC — Interstate Commerce Commission, DNR — Department of Natural Resources, and DOT — Department of Transportation. The City of Dubuque expects that Contractors will offer expertise on conformance of regulations applying to the products they sell and the Work they perform. RIGHT TO PROTEST - Anyone wishing to file a protest concerning (1) the specifications, (2) the bid procedure or (3) the award of the Contract must do so in writing in accordance with the City's Protest by bidders which is found in the City's purchasing policy. SAFETY DATA SHEETS - The Hazard Communication Standard (HCS) requires chemical manufacturers, distributors, and importers to ensure that each container of hazardous chemicals leaving the workplace is labeled, tagged, or marked and to provide Safety Data Sheets (SDS) to communicate the hazards of hazardous chemical products. It is the chemical supplier's responsibility to determine which products are covered and to provide SDS with the initial shipment. It is also the chemical supplier's responsibility to provide any updated or revised SDS, as they become available for any products sold and delivered to the City of Dubuque. City of Dubuque employees shall not accept a shipment of any chemical that does not have a SDS attached or currently on file. Safety Data Sheets shall be available in alternative formats if the requestor is a person with a disability and requires an alternative format for comprehension. SUBCONTRACTING - All Subcontractors shall be listed in the Contract or in a written amendment to the Contract. SUBSTITUTION OF CONSULTANT TEAM MEMBERS — The Project Manager must notify the Project Coordinator within no more than seven (7) days of a change of any team member(s), including subconsultants. Replacement of the consultant team member(s) is subject to review and approval by the Project Coordinator. Paqe 23 City of Dubuque Insurance Requirements for Professional Services SUSPENSIONS AND DEBARMENT - The Contractor hereby certifies, pursuant to 2 CFR pt. 180 and 2 CFR pt. 3000, that neither it nor its principles are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in the Contract by any federal agency. The Contractor further certifies that it is not presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in any contracts with the City of Dubuque or the State of Iowa. TAXES - The City of Dubuque is exempt from sales tax and certain other use taxes. Any charges for taxes from which the City is exempt will be deducted from invoices before payment is made. TERMINATION OF CONTRACT - The City may terminate the Contract at any time for any reason with or without cause. In that event, all finished or unfinished Work, reports, materials(s) prepared or furnished by the Contractor under the Contract shall, at the option of the City, become its property. If the Contract is terminated by the City as provided herein, the Contractor shall be paid for all Work which has been authorized, provided, and approved up to the effective date of termination. The City will not be subject to any termination fees from the Contractor. WARRANTIES - WORK - The Contractor shall perform Work for the City pertaining to the Project as set forth in the Contract. Contractor represents that the Work and all of its components shall be free of defects; shall be performed in a manner consistent with other Contractors in a similar industry and application; and shall conform to the requirements of the Contract. Contractor shall be responsible for the quality, technical accuracy, completeness and coordination of all Work performed under the Contract. Contractor shall, promptly and without charge, provide all corrective Work necessary as a result of Contractor's acts, errors, or omissions with respect to the quality and accuracy of the Work. Contractor shall be responsible for any and all damages to property or persons as a result of Contractor's acts, errors, or omissions, and for any losses or costs to repair or remedy any Work undertaken by City based upon the Work as a result of any such acts, errors, or omissions. Contractor's obligations shall exist without regard to, and shall not be construed to be waived by, the availability or unavailability of any insurance, either of City or Contractor. WARRANTIES - INTELLECTUAL PROPERTY - Contractor represents and warrants that all the materials and Work produced, or provided to the City pursuant to the terms of the Contract shall be wholly original with the Contractor or that the Contractor has secured all applicable interests, rights, licenses, permits or other intellectual property rights in such materials and work. The Contractor represents and warrants that the materials and Work, and the City's use of same, and the exercise by the City of the rights granted by the Contract shall not infringe upon any other work or violate the rights of publicity or privacy of, or constitute a libel or slander against, any person, firm, or corporation. The Contractor further represents and warrants that the materials and Works does not infringe upon the copyright, trademark, trade name, trade dress patent, statutory, common law or any other rights of any person, firm or corporation or other entity. The Contractor represents and warrants that it is the owner of or otherwise has the right to use and distribute the Work contemplated by the Contract. Paqe 24 City of Dubuque Insurance Requirements for Professional Services THE CTTY OF DUB E Masterpiece on the Mississippi Professional Services for an Update to the City of Dubuque's Unified Development Code April 3, 2024 Appendix D Insurance Requirements Schedule J Paqe 25 City of Dubuque Insurance Requirements for Professional Services INSURANCE SCHEDULE J The Consultant shall furnish a signed certificate of insurance to the City of Dubuque, Iowa for the coverage required in Exhibit I prior to commencing work and at the end of the project if the term of work is longer than 60 days. Contractors presenting annual certificates shall present a certificate at the end of each project with the final billing. Each certificate shall be prepared on the most current ACORD form approved by the Iowa Department of Insurance or an equivalent approved by the Director of Finance and Budget. Each certificate shall include a statement under Description of Operations as to why the certificate was issued. 2. All policies of insurance required hereunder shall be with an insurer authorized to do business in Iowa and all insurers shall have a rating of A or better in the current A.M. Best's Rating Guide. 3. Each certificate shall be furnished to the Finance Department of the City of Dubuque. 4. Failure to provide coverage required by this Insurance Schedule shall not be deemed a waiver of these requirements by the City of Dubuque. Failure to obtain or maintain the required insurance shall be considered a material breach of this agreement. 5. Contractors shall require all subconsultants and sub-subconsultants to obtain and maintain during the performance of work insurance for the coverages described in this Insurance Schedule and shall obtain certificates of insurances from all such subconsultants and sub-subconsultants. Contractors agree that they shall be liable for the failure of a subconsultant and sub- subconsultant to obtain and maintain such coverages. The City may request a copy of such certificates from the Contractor. 6. All required endorsements shall be attached to certificate of insurance. 7. Whenever a specific ISO form is listed, required the current edition of the form must be used, or an equivalent form may be substituted if approved by the Director of Finance and Budget and subject to the contractor identifying and listing in writing all deviations and exclusions from the ISO form. 8. Contractors shall be required to carry the minimum coverage/limits, or greater if required by law or other legal agreement, in Exhibit I. If the contractor's limits of liability are higher than the required minimum limits then the provider's limits shall be this agreement's required limits. 9. Contractor shall be responsible for deductibles and self -insured retention for payment of all policy premiums and other cost associated with the insurance policies required below. 10. All certificates of insurance must include agents name, phone number, and email address. 11. The City of Dubuque reserves the right to require complete, certified copies of all required insurance policies, including endorsements, required by this Schedule at any time. 12. The City of Dubuque reserves the right to modify these requirements, including limits, based on changes in the risk or other special circumstances during the term of the agreement, subject to mutual agreement of the parties. Paqe 26 City of Dubuque Insurance Requirements for Professional Services INSURANCE SCHEDULE J (continued) A) COMMERCIAL GENERAL LIABILITY General Aggregate Limit $2,000,000 Products -Completed Operations Aggregate Limit $1,000,000 Personal and Advertising Injury Limit $1,000,000 Each Occurrence $1,000,000 Fire Damage Limit (any one occurrence) $50,000 Medical Payments $5,000 1) Coverage shall be written on an occurrence, not claims made, form. The general liability coverage shall be written in accord with ISO form CG 00 01 or business owners form BP 00 02. All deviations from the standard ISO commercial general liability form CG 00 01, or business owners form BP 00 02, shall be clearly identified. 2) Include endorsement indicating that coverage is primary and non-contributory. 3) Include Preservation of Governmental Immunities Endorsement. (Sample attached). 4) Include additional insured endorsement for: The City of Dubuque, including all its elected and appointed officials, all its employees and volunteers, all its boards, commissions and/or authorities and their board members, employees and volunteers. Use ISO form CG 20 26. 5) Policy shall include Waiver of Right to Recover from Others endorsement. B) AUTOMOBILE LIABILITY Combined Single Limit $1,000,000 Coverage shall include all owned, non -owned, and hired vehicles. If the Contractor's business does not own any vehicles, coverage is required on non -owned and hired vehicles. 1) Policy shall include Waiver of Right to Recover from Others endorsement. C) WORKERS' COMPENSATION & EMPLOYERS LIABILITY Statutory Benefits covering all employees injured on the job by accident or disease as prescribed by Iowa Code Chapter 85. Coverage A Statutory —State of Iowa Coverage B Employers Liability Each Accident $100,000 Each Employee -Disease $100,000 Policy Limit -Disease $500,000 Policy shall include Waiver of Right to Recover from Others endorsement. Coverage B limits shall be greater if required by the umbrella/excess insurer. OR Paqe 27 INSURANCE SCHEDULE J (continued) If, by Iowa Code Section 85.1A, the Contractor is not required to purchase Workers' Compensation Insurance, the Contractor shall have a copy of the State's Nonelection of Workers' Compensation or Employers' Liability Coverage form on file with the Iowa Workers' Compensation Insurance Commissioner, as required by Iowa Code Section 87.22. Completed form must be attached. D) UMBRELLA/EXCESS LIABILITY $1,000,000 The General Liability, Automobile Liability and Workers Compensation Insurance requirements may be satisfied with a combination of primary and Umbrella or Excess Liability Insurance. If the Umbrella or Excess Insurance policy does not follow the form of the primary policies, it shall include the same endorsements as required of the primary policies including Waiver of Subrogation and Primary and Non-contributory in favor of the City. E) PROFESSIONAL LIABILITY $1,000,000 If the required policy provides claims -made coverage: 1) The Retroactive Date must be shown and must be before the date of the agreement. 2) Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the work or services. 3) If coverage is canceled or non -renewed and not replaced with another claims- made policy form with a Retroactive Date prior to the date of the agreement, the contractor must provide "extended reporting" coverage for a minimum of five (5) years after completion of the work or services. F) CYBER LIABILITY/BREACH $1,000,000 Yes _X No Coverage for First and Third Party liability including but not limited to lost data and restoration, loss of income and cyber breach of information. This space intentionally left blank City of Dubuque Insurance Requirements for Professional Services INSURANCE SCHEDULE J (continued) Please be aware that naming the City of Dubuque as an additional insured as is required by this Insurance Schedule may result in the waiver of the City's governmental immunities provided in Iowa Code sec. 670.4. If you would like to preserve those immunities, please use this endorsement or an equivalent form. PRESERVATION OF GOVERNMENTAL IMMUNITIES ENDORSEMENT 1. Nonwaiver of Governmental Immunity. The insurer expressly agrees and states that the purchase of this policy and the including of the City of Dubuque, Iowa as an Additional Insured does not waive any of the defenses of governmental immunity available to the City of Dubuque, Iowa under Code of Iowa Section 670.4 as it is now exists and as it may be amended from time to time. 2. Claims Coverage. The insurer further agrees that this policy of insurance shall cover only those claims not subject to the defense of governmental immunity under the Code of Iowa Section 670.4 as it now exists and as it may be amended from time to time. Those claims not subject to Code of Iowa Section 670.4 shall be covered by the terms and conditions of this insurance policy. 3. Assertion of Government Immunity. The City of Dubuque, Iowa shall be responsible for asserting any defense of governmental immunity, and may do so at any time and shall do so upon the timely written request of the insurer. 4. Non -Denial of Coverage. The insurer shall not deny coverage under this policy and the insurer shall not deny any of the rights and benefits accruing to the City of Dubuque, Iowa under this policy for reasons of governmental immunity unless and until a court of competent jurisdiction has ruled in favor of the defense(s) of governmental immunity asserted by the City of Dubuque, Iowa. No Other Change in Policy. The above preservation of governmental immunities shall not otherwise change or alter the coverage available under the policy. End of Insurance Schedule J Page 29 of 29