Zoning & Subd. Ordinance Update Consultant
5~~~E
~ck.~
MEMORANDUM
February 14, 2005
TO:
The Honorable Mayor and City Council Members
FROM:
Michael C. Van Milligen, City Manager
SUBJECT: Consultant Recommendation for Update of Zoning and Subdivision
Ordinance
Planning Services Manager Laura Carstens and the Consultant Selection Committee
recommend City Council approval to retain Lane Kendig, Inc. to prepare a
comprehensive update of the City of Dubuque's Zoning and Subdivision Ordinances. It
is recommending that Lane Kendig, Inc. be retained for the following reasons:
1. Lane Kendig, Inc. has extensive experience in updating zoning ordinances and
subdivision regulations, and in creating unified development ordinances;
2. Lane Kendig, Inc. has the most user-friendly and accessible code format that will
be easily used and understood by all types of users - from Planning Services
staff to developers to the general public;
3. Lane Kendig, Inc. has the lowest cost estimate, which is under our $130,000
budget; and
4. Lane Kendig, Inc. is willing to work within our budget to provide their highly
interactive, Internet-based, computerized ordinance software that allows for easy
searching and browsing, as well as updating.
I concur with the recommendation and respectfully request Mayor and City Council
approval.
f>1~~~ /
Michael C. Van Milligen -
MCVM/jh
Attachment
cc: Barry Lindahl, Corporation Counsel
Cindy Steinhauser, Assistant City Manager
Laura Carstens, Planning Services Manager
.;i
, "
",)
:;.j
~.__.,I " ~_ ._'
"I
DUB~E
~<k~
MEMORANDUM
February 9, 2005
TO:
FROM:
Michael Van Milligen, City Manager
Laura Carstens, Planning Services Manager ~.~
SUBJECT: Consultant Recommendation for Update of Zoning and Subdivision
Ordinances
INTRODUCTION
This memo transmits the recommendation of the Consultant Selection Committee for
the consultant to prepare a comprehensive update of the City of Dubuque's Zoning and
Subdivision Ordinances, for City Council review and approval. The Consultant
Selection Committee includes staff from the Planning Services Department, City
Manager's Office, Economic Development Department, Engineering Department, and
Finance Department.
DISCUSSION
Our intent is to provide a user-friendly ordinance format that implements the goals and
objectives of the Comprehensive Plan, recognizes the diverse physical characteristics
of Dubuque's neighborhoods, and encourages planned and managed growth. The City
staff is open to combining zoning and subdivision regulations in a unified development
ordinance to meet this goal.
The City Council has allocated $130,000 for consultant fees for this update. We
anticipate that the project time frame will be approximately 12-18 months following the
signing of a contract.
The planning process will involve the consultant working with a Technical Committee of
City staff, a Citizen Advisory Committee and a Sign Review Advisory Subcommittee.
RECOMMENDATION
The approved RFP was posted on the American Planning Association (APA) website as
well as mailed to qualified professional consulting firms during November 2004.
Proposals were received from seven firms at the end of December 2004. The top four
firms were interviewed by the Consultant Selection Committee in January 2005:
---.
Consultant Recommendation for Update of the Zoning and Subdivision Ordinances
Page 2
Rank
1
2
3
4
Firm
Lane Kendig, Inc., Chicago, IL
Gould Evans Goodman, Kansas City, MO
JEO Consulting Group, Wahoo, NE
SEH Team, Minneapolis, MN
Vandewalle, Madison, WI
D.B. Hartt, Inc., Cleveland, OH
Dahlgren Shardlow & Uban, Minneapolis, MN
5
6
7
Cost Estimate
$122,760
$177,000
$128,800
$144,484
$128,750
$142,860-145,860
$123,200
After conducting the interviews and checking references, the Committee recommends
that Lane Kendig, Inc. be retained for the following reasons:
1, Lane Kendig, Inc, has extensive experience in updating zoning ordinances and
subdivision regulations, and in creating unified development ordinances.
2. Lane Kendig, Inc. has the most user-friendly and accessible code format that will
be easily used and understood by all types of users - from Planning Services
staff to developers to the general public.
3, Lane Kendig, Inc. has the lowest cost estimate, which is under our $130,000
budget.
4. Lane Kendig, Inc. is willing to work within our budget to provide their highly
interactive, Internet-based, computerized ordinance software that allows for easy
searching and browsing as well as updating.
REQUESTED ACTION
The requested action is for the City Council to approve the selection of Lane Kendig,
Inc. to prepare a comprehensive update of the City of Dubuque's Zoning and
Subdivision Ordinances, and to direct City staff to negotiate a contract not to exceed
$130,000 that includes the firm's internet-based computerized ordinance software.
cc Barry Lindahl, Corporation Counsel
Consultant Selection Committee
· Cindy Steinhauser, Assistant City Manager
· Kyle Kritz, Associate Planner, Planning Services Department
. Guy Hemenway, Assistant Planner, Planning Services Department
· Wally Wernimont, Assistant Planner, Planning Services Department
· Pam Myhre, Associate Planner, Economic Development Department
· Ron Tumer, Land Surveyor, Engineering Department
· Kathy Sturm, Purchasing Coordinator, Finance Department
DECEMBER 22
l A N EKE N 0 I G, INC.
Lane H. Kendig, President
443 N. Lake Street
Mundelein, IL 60060-'824
Tel: 847/949-8288
Fax 847/949-0065
E-mail: mail@lanekendig.com
4t
Lane Kendig. inc.
Performance Concepts in Planning
Planning' Zoning' Growth Management. Housing' Design
Vi/INW.lanekendic.com
Bret C. Keast, AlCP, Vice President
'9901 SW Freeway
SU9ar Land, TX 77479
Tel: 281/343-5034
Fax: 281/343-5074
E-mail: bret@lanekendig.com
December 16, 2004
Ms. Laura Carstens
Planning Services Manager
Planning Services Department
City of Dubuque
50 W. 13th Street
Dubuque, Iowa 52001
Dear Ms. Carstens:
On behalf of Lane Kendig, inc., I am pleased to submit a proposal to the City of Dubuque for a
Comprehensive Update of the Zoning Ordinance and Subdivision Ordinance. This proposal is organized
to address the information requested in the RFP and is designed to meet the needs of the City, based
upon our preliminary project understanding. It highlights our expertise, experience, and nationally
recognized qualifications in drafting zoning and subdivision regulations and combining related
regulations into a unified code for ease of use. I understand the primary interests of the City to be
preparation of a usable, understandable land development code (or alternatively, separate regulations)
that will serve as an implementation tool for the 2002 Comprehensive Plan, and address interlocal
cooperation and future planning concerns as the City grows. This is a task the members of the firm,
myself included, have extensive experience in facilitating to successful completion.
Established in 1982, Lane Kendig, inc. (LKI) has a national reputation of responding to the unique,
individual needs of its clients. The hallmark of our development code work is the ability to draft
regulations that fully implement a community's plans. We are best known for the "Performance Zoning"
approach, which is not a template, but a way of thinking about land development that focuses on the
particular issues facing a community. Our codes focus on the unique aspects of land use in each
community and meeting the development needs, such as encouraging revitalization or managing fringe
development. The final product is designed to be understandable and easy to use by staff, citizens, and
developers, while promoting, rather than frustrating, quality development and community character.
As author of Performance Zoning (American Planning Association, 1980), the definitive work on
performance standards, Lane H. Kendig is considered one of the nation's leading experts on zoning and
an innovator of the planning profession. Together, the principals of the firm offer nearly 70 years of
experience and insight from both the public and private sectors. Prior to forming LKI, Lane served as
Director of Local Planning for Bucks County, Pennsylvania, and Director of Planning for Lake County,
Illinois. I focused my legal practice on land use and development issues and carved a niche practice in
drafting regulations for communities facing imminent and sometimes explosive growth that allowed the
city to encourage yet manage growth. Bret Keast, who is originally from Southwest Iowa, was the
Director of Planning for an international planning and engineering firm and was formerly a Senior
Planner with the City of Olathe, Kansas, and the Director of Community Planning for the Iowa Northland
Regional Council of Governments (INRCOG). Because of our diverse experience, our clients range from
small and mid-size communities similar to Dubuque to large cities, rural and urbanizing counties, and
private developers. We have additional staff with expertise in long range planning and computer-aided
technical applications.
Lane Kendig, inc. is highly qualified to undertake this project. The firm has completed over 65 ordinance
revisions, and I have worked on numerous major revisions of both zoning and subdivision ordinances.
Key points of this submittal that highlight our qualifications include:
. We are nationally known for our innovativeness in code development and for our ability to link
comprehensive plans with the regulatory tools necessary to achieve the intended development
outcomes;
. Our specialty is designing and organizing codes to be accessible to the public, as well as easily used
and understood by the end user, whether it is technical planning staff, landowners and developers, or
private citizens;
. Our experience in preparing codes covers the entire spectrum from large cities such as Milwaukee,
Wisconsin, to small suburban villages with populations as low as 81, to towns like Paola, Kansas, and
Round Top, Texas, with historic cores and suburban edges. A full range of backgrounds and
experience ensures that LKI is accustomed to dealing with nearly every type of land development
concern.
. Unlike some consultants, our firm understands all sides of the zoning ordinance. As contract
planners for local government, designers, and expert witnesses, we must use local zoning codes on a
daily basis to either gain approvals or review development proposals. This exposes the faults and
weaknesses of ordinances and helps us avoid errors that those without this experience may not see.
. As designers, our codes have always promoted good design, be it urban, suburban, or rural in
character, and we utilize a wide variety of illustrations to assist users.
. LKI has several proprietary computer applications for ordinances, which assist in the user-friendly
nature of the code.
Our philosophy is simple: provide unique, innovative (yet realistic), and "implementable" zoning
solutions that address the unique and complex issues confronting our clients. LKI is noted for its ability
to address the primary concern of most local governments, which is to preserve community character,
economic attractiveness, and quality of life. I commit to you a high level of personal attention and
guarantee a final product that is designed to achieve the City's vision and expectations for its future. [
hope it is apparent that we are excited about an opportunity to assist the City of Dubuque in managing its
future development and reaching its desired character potential. Lane Kendig, inc. has the experience,
qualifications, and resources to complete this important project and would enjoy an opportunity to work
with the City and its stakeholder groups. I look forward to responding to any questions you may have.
You may reach me at the numbers listed above or at kim@lanekendig.com.
~es ~tflf" I,
>],"lifJi' L
,~;71'tL jD AK"
o
LANE KENDIG, INC.
PROFILE OF FIRM
Lane Kendig, inc.
lane Kendig, inc. (lKI) is a national planning firm that was incorporated by Lane H. Kendig in
December 1982. The firm specializes in the areas of zoning and land development regulations (45%),
comprehensive land use and development planning studies (35%), land planning and design (5%), and
planning administration (15%). The firm's practice over the course of the last two plus decades has
earned a reputation for providing municipal and private sector clients with highly customized plans and
ordinances as well as innovative yet viable approaches for solving complex community issues and
problems. Our trademark lies in our unique approach for directly linking plans and ordinances to ensure
that work products are politically feasible and able to be implemented. We emphasize public
involvement, with numerous stakeholders, and are able to take divergent comments and draft
appropriate ordinance language to implement the stated goals. Additionally, we strongly encourage the
use of visual and online tools for code usage, and in the development of other unified codes in particular,
have set the finished product up with hyperlinks and online features that make the regulations easier to
use and understand.
Our principals are Lane H. Kendig, President, Bret C. Keast, AICP, Vice President, and Kimberley
Mickelson, J.D., AICP, Principal. All projects are directly managed by one of the firm's principals, which
offer our clients a commitment of qualified resources and a guarantee of the highest quality services and
products. Together, the principals have nearly 70 years of practical experience, much of which was in the
public sector as planners or legal counsel for municipal, county and regional governments. This public
agency experience contributes to a keen understanding of the public planning functions and the
obligations to taxpayers and elected officials. We have carefully evaluated the City's desired timeline
with the current workload of the firm, and team members are available to commit a substantial portion of
time, up to 100 percent during critical areas, throughout the project's duration. Team members are
available to initiate work on the project immediately following selection.
locations of our offices include the corporate office in Chicago, Illinois, and other offices in Sugar Land,
Texas and Sturgeon Bay, Wisconsin. The Dubuque work will be managed from the corporate
headquarters in Chicago. This office is managed by Kim Mickelson, AlCP, and is centrally located to
provide convenient access to clients across the nation. The firm's accounting system is centralized to
ensure accurate and timely invoicing and account management. Our Texas office is managed by Bret C.
Keast, AICP, and the Sturgeon Bay office is managed by Lane Kendig, who also works out of the Chicago
office. While all offices maintain a full array of technical and staff resources, they utilize firm wide
resources to provide complete professional services.
Technology and Innovation is our forte. The firm prides itself in its "leading edge" approach to
crafting innovative yet practical planning solutions. Lane continues to be one of the nation's respected
authorities on the forefront of the planning profession. He is the author of Performance Zoning
(American Planning Association, 1980) and has written numerous articles. The firm has several
proprietary computer applications, including the Computerized Zoning Ordinance (CZO), Strategic
Analysis: Vision Evaluation System (SAVES), and AppTrack (applications tracking software). These
applications have been installed in a variety of government settings throughout the nation. Each
application is fully customizable to meet the unique, individual needs of our clients.
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page PF-l
KIMBERLEY MICKELSON, ESQ., AICP
Attorney at Law (Licensed in Texas)
.,
Lane Kendig. inc.
Pe<fomwICe ConceIM in I'IInninS
Principal, Lane Kendig, Inc., Chicago, Illinois; Mickelson & Associates. Kim
Mickelson joined Lane Kendig, Inc. as a principal and partner in 2004, and
maintains a legal practice that complements that corporation (licensed only in
Texas). Prior to joining Lane Kendig Inc., Ms. Mickelson provided legal advice to
municipalities and non-profit corporations for fourteen years, specializing in land
use law and related areas such as community and economic development. She has
advised clients on regulatory issues including aesthetic regulation, proportionality,
moratoria and growth management, takings, negotiation of development
agreements, and economic development, and served as litigation counsel on various
land use lawsuits. Ms. Mickelson has also drafted regulations, including zoning,
subdivision, historic preservation and aesthetics, and unified development codes.
Ms. Mickelson has extensive experience, having worked as in-house counsel,
contract city attorney, and special counsel. She has worked with both small and
large communities in a variety of settings, both solo and on interdisciplinary project
teams. Her education, both undergraduate and graduate, included a significant
number of urban planning courses, and she interned with the Council for
International Urban Liaison in 1982.. She also studied historic preservation and
planning practices in Krakow, Poland, and at the University of Belgrade,
Yugoslavia, on a post-graduate fellowship.
Ms. Mickelson has worked with communities of many sizes at all levels, including
staff, planning commissions, city councils, and city attorneys. The communities
vary in their settings, including urban, suburban and rural, as well as in population
and the nature and complexity of planning issues.
Ms. Mickelson has been actively involved as a leader in the American Planning
Association including positions on the Executive Board in the Texas Chapter. Ms.
Mickelson is a frequent speaker at state planning conferences in Texas and New
Mexico, as well as the annual Land Use Law Conference put on by the University of
Texas, for which she has served on the planning committee for the past eight years.
She is the Editor of the GUIDE TO URBAN PLANNING IN TEXAS COMMUNmES, a
publication of the Texas Chapter of the APA, which is currently being revised for its
15th Edition. Additionally, she has contributed articles to the state and local
newsletters of AP A, some of which have been re-published by other Chapters.
Olson & Olson, LLP, Houston, Texas, 1997-2004. Ms. Mickelson was hired as the
firm's primary land use counsel. Olson & Olson, LLP is a 14 member firm
representing municipalities and public entities in the Houston area. Ms. Mickelson
worked as special land use counsel to various Texas cities on land development
issues, including Kerrville and Georgetown (Unified Development Code Projects),
Round Top, a small historic town with high tourist and growth demands
(development of Land Use and Historic Preservation Ordinances, Building Code
Enforcement program, Subdivision Ordinance). In the Houston area, Ms.
Mickelson has assisted cities in developing and adopting comprehensive plans, or
portions thereof, and in writing the implementation ordinances, negotiating
Education
. Juris Doctorate, The University
of Texas at Austin, 1986.
. Masters of Public Affairs, the
Lyndon B. Johnson School of
Public Affairs, The University
of Texas at Austin, 1986.
· Politechnika Krakowska,
Jagiellonian University,
Krakow, Poland, studies in
historic preservation, law, and
environmental planning, 1984.
. B.A., Plan II, Cum Laude, with
special honors in Plan II and
Government, The University
of Texas at Austin, 1981.
. Schiller International
University, Heidelberg,
Germany, 1977-78.
Professional Registrations
State Bar of Texas, 1986.
American Institute of Certified
Planners, 1998.
Professional Affiliations
· Texas City Attorneys
Association
· Member, American Institute of
Certified Planners (AICP)
. Member, City Planners
Association of Texas (CPAT)
. Board Member, Preservation
Texas, 2004-07
. American Planning
Association
- National Planning and Law
Division; Membership Chair,
1997.
- Planning and Law Division
Liaison with American Bar
Association, 1995-1997.
- Texas Chapter Planning and
Law Network Chair 1998-0l.
- Houston Section Newsletter
Editor; Column author for
TXAPA Chapter Newsletter.
1997-2003; Section
Secretary - 2004
- West Texas Section
President; 1994 Conference
development agreements, and managing large-scale planned developments and
concomitant growth pressures. (Galveston, Friendswood, Fulshear, Montgomery).
Ms. Mickelson also worked on impact fee ordinances (Pearland, Manvel,
Friendswood, Seabrook), park dedication ordinances, and numerous updates and
drafting of new sign ordinances, landscape regulations, aesthetic regulations,
(Missouri City, recipient of a Texas AP A planning award in 2001), and economic
development regulations, including representation of four economic development
corporations. She was involved in the defense of land use lawsuits against
municipal clients, on such issues as takings, standing, equal protection and denial
of due process, use of parkland, annexation and reasonableness of regulations. She
also served as general city attorney for a number of the firm's clients, advising the
cities on general municipal legal issues including open government, conflicts of
interest, and general operational matters.
Frelich, Morgan, Leitner & Carlisle, Dallas, Texas, 1996-1997. Prior to joining Olson
& Olson, Ms. Mickelson practiced with the Dallas office of Robert Freilich's firm,
which specialized in municipal land use law and litigation. There she was involved
primarily with defending cities in litigation related to land use, annexation, growth
management, and related matters. She was also involved with zoning, subdivision,
impact fee and proportionality regulations, drafting and revisions.
City Attorney's Office, City of El Paso, August 1990-January 1996.
As part of the in-house legal staff, Ms. Mickelson provided legal advice to staff and
city boards and the council on community development projects, including the City's
CDBG grant and loan programs, and then on planning and land use issues. She was
also the City's legal advisor on building accessibility issues under the Americans with
Disabilities Act. She worked closely with staff at all levels of application
consideration, and was primary legal advisor to the Department Heads Development
Coordinating Committee, the City Plan Commission, Historical Commission, and the
City Council. Additionally, she served as special counsel to the County of EI Paso to
develop the zoning regulations when the County was authorized zoning authority
along the Mission Trail Historic District. She also served as the legal advisor to the EI
Paso Metropolitan Planning Organization, a multi-jurisdictional body composed of
governmental representatives from the El Paso area, including New Mexico. She was
co-counsel on several land use cases against the City, including takings and
constitutional challenges to the zoning, subdivision and sexually oriented business
ordinances.
Coordinator for TX/NM
AP A Conference
Publications
. Editor, Guide to Urban
Plannin!; in Texas
Communities
. Constitutional Issues in
Variance Cases: to be
published in THE URBAN
LAWYER, (ABA) 2005.
. Texas' Takin~s Compensation
Law. to be published in
PLANNING AND
ENVIRONMENTAL LAW (AP A)
2005.
. Major Land Use Laws in Texas.
National Business Institute,
1999.
Recent Presentations
· Managing Growth in Small
Communities-How to Get Ready
or Respond; Center for
American and International
Law, Seminar for Appointed
and Elected Officials, Dallas,
Texas, June 2003, June 2004;
Eighth Annual Conference on
Land Use Law, University of
Texas at Austin, March 2004.
. Public Improvement Districts and
Other Economic Development
Tools, Sixth Annual Conference
on Land Use Planning Law,
University of Texas at Austin,
2002.
· Smart Growth: and Due Diligence
in the Regulatory Environment.
State Bar of Texas Annual
Advanced Real Estate Law
Conference, Austin, Texas June
28-30,2000; Fort Worth, Texas
July 12-14, 2000.
· The Use of Eminent Domain for
Economic Development Purposes.
Fourth Annual Conference on
Land Use Planning Law,
University of Texas at Austin,
February 24-25, 2000.
BRET C. KEAST, AICP
Vice President
..
Lane Kendig. inc.
Perfomwnce Concepci In I'IIrning
Vice President, Lane Kendig, inc., Sugar Land, Texas. Bret C. Keast, AICP, joined
Lane Kendig, inc. (LKI) as Vice President and Partner following 15 years of
community planning experience in the public and private sectors. Mr. Keast
contributes to LKI his broad experience with a council of governments,
metropolitan planning organization, suburban municipality, and multi-disciplinary
international planning and engineering design firm. His practice has been for both
small and large communities in a variety of settings, on interdisciplinary project
teams, and for projects ranging from an alternatives analysis for "monster homes"
to comprehensive plans, unified development codes, and a land use and economic
study for transit-oriented development. His areas of technical specialization include
comprehensive planning, coordinated land use and transportation planning,
development codes and standards, site plan and development review, small area
master planning, parks and recreation master planning, socioeconomic forecasting,
and community visioning and public involvement.
Mr. Keast also maintains continuous involvement in current planning assignments
through his ongoing work with local communities. This involvement allows him to
maintain his keen understanding of implementation at the staff level, which
continues to refine his approach to other consultant projects. The communities
range in their settings, including urban, suburban and rural, as well as population
and the nature and complexity of planning issues. His experience has spanned a
wide variety of assignments including site plan and development review, drafting
governance policies and ordinance amendments, restructuring development
procedures, and examining the likely impacts of significant development proposals
such as the Port of Houston Bayport ContainerlCruise Terminal Complex.
Mr. Keast has managed more than 30 complete comprehensive plans, in addition to
a wide variety of other projects that contained plan components such as
socioeconomic studies, growth impact studies, downtown plans, park master plans,
corridor and small area plans, transit and transportation plans, and urban area
thoroughfare plans. Bret has been consistently recognized by his peers through the
Texas Chapter of the American Planning Association for outstanding plans and
projects. With a focus on creating "implementable" plans, Mr. Keast has developed
more than 20 development ordinances ranging from unified codes to individual
ordinanceslregulations and development guidelines. He has also managed a large
variety of other interdisciplinary studies including the Inner Katy Transit-Oriented
Development Study in Houston, Texas; South Mountain Bypass Study in Phoenix,
Arizona; a Smart Growth Assessment in East Central Missouri; and the Dubai
Transit Options Study in Dubai, United Arab Emirates.
Mr. Keast has been actively involved as a leader in the American Planning
Association including positions on the Executive Boards in the Kansas and Texas
Chapters (Treasurer and Editor, respectively). He most recently served on the
Board of Directors of the Texas AP A as the Newsletter Editor and has been a
member of a National AP A membership committee and as the Houston Section
Education
. Master of Urban Planning,
concentration in Urban
Design, University of Kansas,
1995.
. B.S., Community and Regional
Planning and Speech
Communication, specialty in
Architecture, Iowa State
University, 1989.
Professional Registrations
American Institute of Certified
Planners, #12256, 1996.
ProfeSSional Affiliations
· Member, American Institute of
Certified Planners (AICP)
· Member, City Planners
Association of Texas (CPA T)
. American Planning
Association
National AP A Membership
Subcommittee
Texas Chapter AP A Board,
Newsletter Editor, Section
Director Representative
Past Director of the Houston
Section of Texas APA
Publications
· Meeting Procedures and Liability
Issues for Public Officials, Guide
to Urban Plannin!; in Texas
Communities
Presentations
· A Case for Performance Zoning:
Hybrid Codes, 2004 National
AP A Conference, Washington,
D.C.
· Mind Your Ps and Qs, The Truth
About Proposals and
Qualifications, 2003 National
AP A Conference, Denver
· Consultant Confidential, Working
with Consultants - 2002 National
AP A Conference, Chicago
. Commissioners' Implementing
Plans, 2000 National AP A
Conference, New York City
Director and Section Director Representative to the Texas Chapter. Mr. Keast has
made presentations at state planning conferences in Texas, New Mexico, Louisiana,
and Iowa, as well as at National APA conferences in New York City, Chicago,
Denver, and Washington, D.C. He is co-author of "Meeting Procedures and Liability
Issues for Public Officials" published in the Guide to Urban Planning in Texas
Communities. Mr. Keast is the recipient of Texas APA awards for projects in the
cities of Harlingen, Brownsville, Sugar Land, Victoria, Bryan, Brownsville, Starr
County, Lockhart, Bastrop, and Kerrville.
Director of Planning, Wilbur Smith Associates (WSA), Houston, Texas, 1995 to
2003. Prior to joining LKI, Mr. Keast was National Practice Leader for Community
Planning with WSA, a 900-person, multi-disciplinary firm providing community
planning, transportation planning, traffic and design engineering, and economics
services to clients throughout the world. Also serving as the Director of
Community Planning for the Southwest Region in Houston, Texas, he led a team of
11 certified planners providing a broad range of community and transportation
planning services within the five-state region and throughout the United States and
the world. Mr. Keast's work was recognized by his peers through outstanding
comprehensive and project planning awards from the American Planning
Association for each of his eight years with WSA.
Senior Planner, City of Olathe, Kansas, Planning Services Department, Olathe,
Kansas, 1990 to 1995. During his five-year tenure within the Current Planning
Division, this suburb of Kansas City grew from approximately 41,000 to 72,000
persons. This amount of development offered extensive and diverse experience in
development review ranging from low- and high-density subdivisions to individual
commercial out-parcels and a 1.3 million square foot regional mall. Mr. Keast was
also involved in and responsible for a range of special studies including corridor
enhancement plans, small area neighborhood studies, annexation service plans, an
off-premise sign study, demographic analyses, unified development ordinance, and
comprehensive plan.
Director of Community and Transit Planning, Iowa Northland Regional Council
of Governments (INRCOG), Waterloo, Iowa, 1989 to 1990. During his tenure with
the COG, Mr. Keast wrote four comprehensive plans and two zoning ordinances
and subdivision codes for member communities within the eight-county region. He
also served as transit planner and interim operating manager for Iowa's largest
rural transit provider - the Iowa Northland Regional Transit Association. Mr. Keast
prepared annual transit development plans, a risk management manual, and a
marketing plan for the rural transit system. He was also involved with the
transportation technical and policy committees in the preparation of the
Transportation Improvement Program (TIP) for the metropolitan planning
organization.
· The Fundamentals of Zoning-
Texas Chapter AP A, October
2002
. The Master Plan, Zoning and the
Political Process, Survival of the
Fittest - Louisiana Chapter AP A,
October 2001
· Statutory Requirements for
Procedures, Public Participation
and Related Liability Issues -
Texas Chapter AP A, October
2001
· Just For Students, What it takes to
be a Planner - Texas Chapter
APA, October 2001
· Comprehensive Planning: Getting
the Results You Want, 2000 New
Mexico American Planning Assn.
Conference, Rio Rancho, NM
· Writing an Effective and
"Implementable" Comprehensive
Plan, 1999 Texas American
Planning Association (TxAP A)
Conference
LANE H. KENDIG
President
.
Lane Kendig. inc.
~COftU'Pl\Il'I~
President, Lane Kendig, inc" Mundelein, Illinois, December 1982 to present.
Lane H. Kendig founded Lane Kendig, inc., which is an interdisciplinary firm
providing consulting services to regional agencies, local govemments, and
developers. Mr. Kendig has experience in land use planning, growth management,
housing, environmental planning, zoning and land use controls, design, impact
analyses, and feasibility analyses. He has worked throughout the United States and
in Saipan, Commonwealth of the Northern Mariana Islands. Many of his projects
are comprehensive plans and implementing regulations, zoning, subdivision and
land development regulations, and impact systems. He has written plans and
ordinances both separately and simultaneously, and studies special problems
concerning economic development, individual district zoning regulations, open
space programs, and other specific problems. Mr. Kendig is the lead planner on all
the firm's major projects.
Research in the areas of land use, community character, suburban design, and
environmental protection is an important aspect of Mr. Kendig's practice and
enhances his ability to provide state-of-the-art land use controls. Both research and
planning are enhanced by computer capabilities. Mr. Kendig has developed a series
of computer programs that address land use, non-point pollution, transportation,
development impacts, and landscaping. Specialized planning software has been
developed to improve the firm's internal capabilities and cost effectiveness.
Lane also provides day-to-day planning services to several Illinois communities.
This service includes review of annexation, zonin~ and land development
proposals. Mr. Kendig also represents both municipal and private sector clients in
litigation. He has served as an expert witness in Florida, lllinois, Missouri,
Pennsylvania, and Texas.
Awards have been granted to Mr. Kendig and his firm for public and private plans
and projects. He and the firm are noted for high quality design. The Fields of Long
Grove, a 160-acre residential development, won the Best in American Living Award
from the National Homebuilders Association, Better Homes and Gardens, and
Professional Builder magazines.
Director of Lake County Department of Planning, Zoning and Environmental
Quality, Lake County, Waukegan, Illinois, June 1976 to April 1983. The
Department provided staff for the Lake County Regional Planning Commission,
Lake County Zoning Board of Appeals, and the Lake County Board. Functions
included long-range County planning, zoning and plat review functions, 208 area-
wide water quality planning, contractual services to villages, management of the
Lake County Community Development and Economic Development Programs, and
special studies. As Director, Mr. Kendig was responsible for supervising a 32-
person staff with a department budget of $650,000 and a $3 million community
development program. Work included a comprehensive plan, agricultural plan, a
housing plan, municipal contract work, an economic plan, a development impact
study, zoning, a natural resources plan, and solid waste planning.
Education
. Master of Regional Planning,
University of North Carolina
at Chapel Hill, 1968.
. Bachelor of Architecture,
University of Michigan, Ann
Arbor, 1962.
Professional Affiliations
· Member, Lambda Alpha
International, an Honorary
Land Economics Society, Ely
Chapter
Publications
. Performance Zoning, Lane
Kendig, et al. Planners Press,
Chicago, lllinois, 1980.
. Performance Zoning, Bucks
County Planning Commission,
1973. Revised and reprinted,
1976.
. "Traffic Sheds, Rural Highway
Capacity, and Growth
Management" with Stephen
Tocknell, American
Planning Association,
Planning Advisory Service,
Report Number 485, March
1999.
. "Computerized Zoning: The
Future Is Now," with Brian
B1aesser, Land Use Law and
Zoning Digest, American
Planning Association, April
1996, (Vol. 48, No.4).
. "Tomorrow's Planning Tools
Today," with Marc Mylott, Z
Management Ideas, Zucker
Systems' Management Info
Services, July 1995 (Issue 31).
. "Stop the Insanity!" Land Use
Law and Zoning Digest,
American Planning
Association, January 1995,
(Vol. 47, No.1).
. "Pipe Dreams," Planning,
American Planning
Association, June, 1989.
Director of Community Planning, Bucks County Planning Commission,
Doylestown, Pennsylvania, January 1972 to June 1976. The Community Planning
Department is responsible for providing professional and technical service to the
County's 54 municipalities and for conducting mandatory zoning and subdivision
reviews for those communities. Mr. Kendig directed a staff of 10 professional
planners, a lawyer, and planning aides. The staff conducted over 800 reviews a year
for the County on land development, zoning, and local plan revisions. The
community planning staff served as private consultants to about 30 municipalities
in the County. This work included preparation of comprehensive plans, zoning
ordinances, subdivision and land development ordinances, planned residential
development ordinances, park plans, neighborhood plans, urban design studies,
and other special projects.
Senior Planner - County-wide Planning, Bucks County Planning Commission,
Doylestown, Pennsylvania, September 1968 to January 1972. Major duties were
supervising the development of work programs and execution of the following
specific projects: County park and recreational plan and survey of recreational
needs; County natural resources plan; land use intensity plan; and computer
information system and computer guidance system for policy-making.
Naval Officer, U.S. Naval Advisory Group Vietoam, September 1962 to December
1965. Advisor to the Vietnamese Navy and responsible for developing
comprehensive plans and five-year capital programs for the Vietnamese Navy Base
and dependent housing facilities. Additional responsibilities included planning
U.S. Naval facilities in Vietnam. This work involved identifying the criteria for
choosing site locations, doing on-site analysis to select the best sites for such
facilities, and preparing development plans for each site.
. "Performance Zoning for
Sensitive Land in Queen
Anne's County, Maryland,"
Urban Land, August 1988.
. New Standards for
Nonresidential Uses,
American Planning
Association, PAS Report
Number 405,1987.
. "Why Consider Fishing in
Urban-Suburban Planning,"
Urban Fishing Symposium
Proceedings, The American
Fisheries Society, 1984.
· "Performance Guaranties,"
Land Use Law and Zoning
Digest, February 1983, Vol. 35,
No.2.
· "Designer's Notebook," Nature
Scape, Sep. 1981, Nov. 1981,
Jan. 1982, May 1982.
. "Developers and Performance
Zoning," Urban Land, January
1982, (Vol. 41, No.1).
. "Performance Zoning - An
Alternative to Euclidian
Zoning," Planning, 1977.
· "TOR - a Pragmatist's View,"
The Urban Lawyer, Summer
1977, (Vol. 9 No.3).
. "Carrying Capacity as a
Planning Tool," Urban Land,
December 1977.
. Community Planning: A
Retrospective Evaluation,
Bucks County Planning
Commission, 1975.
MAC BIRCH
Associate
,.
Lane Kendig. inc.
!'e.form.In(:eCOI'l(:epuinl'\lrvlinJ
Mac is a recognized leader and innovator in the development and implementation of
computer software applications used in the planning process. He has successfully
implemented solutions for over 50 municipal or county planning agencies in support of
document management, permitting and inspection systems, land use modeling, GIS
mapping, and website development.
Since 1992, he has been responsible for the development and support of three specific,
Internet-based planning software products:
. RapidRegs™ "Computerized Zoning Ordinance" software for the management of
zoning and subdivision codes, unified development ordinances, comprehensive plans,
entire municipal codes, and other massive documents. RapidRegs has been installed to
manage documents for over 25 communities including Chicago, Milwaukee, San
Francisco, Houston, and Hilton Head Island.
. SAVES TM, an integrated mapping and modeling software package used for rapid
creation of community land use plan alternatives and forecasting of their impacts.
SAVES enables planning officials, staff, and the public to create their own visions of
future growth and development and provides near-instant feedback of impacts such as
population, number of housing units, utility requirements, sedimentation transport,
trips generated, and fiscal impacts. This software has been implemented in Dane
County, Wisconsin; Indian River County, Florida; Little Rock, Arkansas; and several
other jurisdictions that have been evaluating growth management alternatives.
. AppTRAKTM, an Internet-based system for monitoring the issuance, inspection and
reporting of land use and building permits. AppTRAK's greatest strength, however, is
in organizing, presenting, and maintaining information on zoning actions that precede
actual construction: PUD agreements, special use permits, variances, proffers, and
similar public actions. Use of the software enables instant retrieval of ordinances, staff
reports, agreements, and other documentation needed before permits can be issued for
development on properties that are subject to non-codified land use regulations.
Mr. Birch has collaborated with Lane Kendig on over 40 projects over the past 12 years.
Before that he served as business development manager for an international
engineering, architecture, planning and management consulting firm, where he
managed a marketing support staff responsible for business research activities, new
business development and production of proposals. During this period, he also
managed interdisciplinary planning, engineering, and architectural projects for
governmental and industrial clients in the Upper Midwest.
Mac has also directed large, planning projects, feasibility studies, and environmental
assessments for major military, public and private sector infrastructure projects in the
United States and Middle East. He also developed comprehensive pians and zoning
regulations for 13 counties and over 50 municipalities in Iowa, l1linois, Indiana and
North Dakota.
Education
· MBA in Management Information
Systems, University of Iowa
· Bachelors in City and Regional
Planning, Iowa State
Professional Affiliations
· Clarendon Hills Planning
Commission
· Clarendon Hills Zoning Board of
Appeals
· Society of American Military
Engineers
KAREN A. GREGORY, MCIP, RPP
Senior Planner
,.
Lane Kendig. inc.
I'erfomlo1nceConceprt.lnl'linnin8
Senior Planner, Lane Kendig, inc., Sugar Land, Texas. Karen A. Gregory, MCIP,
RPP, joined Lane Kendig, inc. (LKI) as Senior Planner in October 2004. Ms. Gregory
contributes to LKI her experience working in public and private sector
organizations. Her strength lies in the range of projects that she has worked on
which have required strong problem/issue identification and analytical skills,
expertise in strategy development, excellent communication skills in English and
French (written, verbal and presentation to various audiences) and solid project
management skills.
Ms. Gregory's foundations in sustainability and planning, as exemplified through
her education and experience, have served her well in the position she held prior to
joining LKI. She worked as a Senior Research Consultant with Canada Mortgage
and Housing Corporation (CMHC) where she specialized in sustainable planning
and regulation. During this same time she also held the position of Contributing
Editor, Sustainability, for the Ontario Planninji lournal.
In her new role with LKI, Ms. Gregory will be delivering on projects ranging from
comprehensive plans to zoning regulations. She is currently undertaking Park
Master Plans for the City of Edinburg, Texas and Rio Grande City in Texas.
Senior Research Consultant, CMHC, Toronto, Ontario, 2002 to 2004. Prior to
joining LKI, Ms. Gregory was a Senior Research Consultant for CMHC, a national
crown corporation. She was responsible for information transfer in Ontario to
professionals (e.g. planners, architects, builders, academics) and consumers. Her
area of expertise was in sustainable planning and regulation. Ms. Gregory's strong
leadership and project management skills were demonstrated in the "Sustainable
Planning and Development for Small Municipalities" and "Strategies for Building
Community Acceptance" workshop initiatives, the latter of which was piloted in
Ontario and later launched at a national level. She also managed planning research
projects on topics including greyfields redevelopment, natural areas preservation in
a growth context and a new design concept called the "Fused Grid". Ms. Gregory
delivered numerous workshops and presentations at international, national and
local events on the topics of sustainability, planning and housing. Her
communication skills were matched with her competencies in planning during
CMHC-led design charrettes where she was called upon to provide expertise on
issues such as greyfields redevelopment.
Municipal Planning Advisor and Assistant Municipal Planning Advisor,
Ministry of Municipal Affairs and Housing (MMAH), Kingston, Ontario, 2001 to
2002. Ms. Gregory was promoted to Municipal Planning Advisor during her
employment with MMAH. She demonstrated flexibility in dealing with issues in
urban and rural contexts in small, medium and large size cities ranging from
Canada's recently amalgamated capital, the City of Ottawa, to the small, rural
Township of Addington Highlands. Ms Gregory worked with communities that
were undertaking comprehensive plan programs. Responsibilities included for
example, advising municipalities on provincial planning policy, educating councils
Education
· Project Management Course,
Canadian Management
Centre, 2004
· Management Skills Course,
McGill University, 2003
· Master of Science (Planning),
University of British
Columbia, 2000
· Bachelor of Environmental
Studies, Honours Geography,
University of Waterloo, 1997
· Leeds University (year abroad,
United Kingdom), 1995/1996
Professional Registrations
Registered Professional Planner
(RPP), 2004
Professional Affiliations
· Member, Canadian Institute of
Planners (MCIP)
Past Committee Member,
Canadian Institute of Planners
(CIP) and Ontario
Professional Planners Institute
(OPP!) 2004 Conference
Past Conference Volunteer,
CIP 1999 Conference
· Member, OPPI
Contributing Editor,
Sustainability, Ontario
Planning Tournai
Publications
· What is Sustainability? Let Me
Count the Ways, Ontario
Planninji Tournai
· CMHC is Providing Home
Adaptation Assistance to Older
Canadians, Ontario Planninji
Tournai
· Planning for the New Wave of
Older Canadians: Housing for the
Boom Generation, Ontario
Planninji Tournai
Presentations
· Residential Intensification
Through Redevelopment of
Greyfields and Other Commercial
Sites in Small and Medium Size
and boards about the comprehensive plan process, assessing plans and providing
recommendations and undertaking research on planning issues. She exercised
strong project management as the lead agency with partner provincial agencies
during the comprehensive plan process. She also demonstrated a proficiency in
communicating with small and large audiences during public consultations on
provincial policies and programs.
Real Estate Advisor, Public Works and Government Services Canada (PWGSC),
Ottawa, Ontario, 2000 to 2001. Ms. Gregory's skills in project management were
honed when she worked as a Real Estate Advisor in the Real Property Services
Branch of PWGSc. She provided project management and strategic and advisory
services to benefit the Real Property Stewardship Project rationalization initiative.
Ms. Gregory was engaged in planning and strategy development, performance
management, policy review and communications.
Planning Analyst, City of Vancouver, Vancouver, British Columbia, 1999 to 2000.
Ms. Gregory worked in the Central Area Planning Department of the City of
Vancouver where her primary focus was to research public realm planning and
design in the context of Vancouver's Downtown South area. She focused her work
on Yaletown, a recently revitalized heritage district in the downtown core which has
experienced rapid growth and regeneration. Through user-based survey work she
examined public space access, use and perception among people living and working
in Yaletown. Ms. Gregory produced a report on livability and public realm
planning and design which was shared with other city departments and the local
Business Improvement Association. This post-occupancy analysis provided a
strong measure of the city's success in implementing policy and design guidelines
and provided recommendations for incremental improvements to the public realm.
Research Assistant, Metropole Consultants, Toronto, Ontario, 1999. Ms. Gregory
worked as a Research Assistant with Metropole Consultants, a Toronto-based
planning firm specializing in assisting public and private sector clients in
identifying and understanding urban change and developing responsive strategies
and policies. Ms. Gregory assisted with the final research and production of a
report on information technology and residential development, conducted research
on the global economy and the role of competition in cities as part of a background
report contributing to the development of an economic development strategy for the
City of Toronto and researched green economy planning initiatives as part of a
Green Economy report for the City of Toronto.
Ontario Cities, 2004 CIP/OPPI
Conference, Toronto
. Creating the Knowledge and
Capacity to Improve Housing and
Support the Canadian Housing
Market, 2004 International
Affordable Housing Conference,
Toronto
. Sustainable Housing and
Communities, Municipal Services
Office (MSO)-Northwestern and
MSO-Northeastern 2004
Conferences (MMAH), Thunder
Bay and Sudbnry
. Sustainable Planning and
Development for Small
Communities 2003 and 2004
workshops, Cambridge, Ottawa,
Brantford, Mindemoya, Kingston,
Weiland
· Design Charrettes: A Toolfor
Brownfields Redevelopment.
Brownfields 2003 Conference,
Kitchener
. Sustainability Community
Development: Consumer
Preferences, 2003 Sault Ste.
Marie Real Estate Board
Conference, Sault Ste. Marie
. Healthy Communities, 2003
Sustainability Symposium,
Waterloo
· Planning and Building for
Opportunity and Profit, 2003
Ontario Building and Renovation
Forum, Markham
. Smarter Communities Through
Sustainable Community Planning
and Development, 2003
Southwestern Ontario
Community Development
Network Conference, London
.
LANE KENDIG, INC.
PROPOSAL QUALIFICATIONS
DUBUQUE, IOWA UPDATE OF ZONING AND SUBDIVISION ORDINANCES
Project Manager
Kimberley Mickelson, JD, AICP
Principal
Deputy Project Manager
Bret C. Keast, AICP
Vice President
Name
Kimberley Mickelson, JD, AICP
Project Role
Sign Regulations, Growth Management, Aesthetics
and Community Character, Historic Preservation,
Subdivision and Design Regulations, Legal Review
Community Character, Performance Standards,
Code Critique/Annotated Outline,
Resource Protection, Presentation
Lane H. Kendig
Bret C. Keast, AICP
Input Facilitation, Code Critique,
District/Use Regulations, Subdivision
Regulations, Presentation
Public Information, Code Formatting
Zoning Map Analysis, Definitions
Karen Gregory, MCIP, RPP
Mac Birch
Community Facilitation,
Computerization of Regulations,
Subdivision Development Standards,
Development ProcedureslReview
Due to its inherent complexity, LKI proposes to utilize the depth of experience of its principal staff to
undertake this project. We offer our most senior-level staff to ensure the highest quality results. The
efforts of our principal staff will be supplemented by other experienced staff to ensure maximum
efficiency of the project resources.
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page PQ-l
Staff Availability
The Project Manager and staff would be available to initiate work on the project immediately following
selection and authorization to proceed. The Project Manager and other key project personnel do not have
any other project commitments that would inhibit their ability to accomplish the necessary scope of
services within the anticipated time frame. They are available to commit a substantial portion of their
work effort to the proposed project, up to 100 percent during key phases of the work program. The
anticipated workload for key project team members is compatible with their other existing project
commitments.
Project Experience
The Lane Kendig, inc. Consultant Team contributes an extensive amount of experience pertaining to
ordinance revisions and development codes, as displayed by the table below. LKI's practice is focused
primarily on comprehensive planning studies and land development regulations, which allows us to
deliver an understanding of development policy and its "real world" implementation. LKI's members
provide a balance of relevant technical expertise - subdivision design, growth management, community
character, urban design, resource protection, housing, fiscal impact, performance standards,
infrastructure planning and design - and related project experience, which offers unique qualifications to
this project. More detailed descriptions of our related project experience are provided below. Recent
relevant project experience (within the last five years) is provided on the next three pages. Individual
project briefs describing similar projects are provided later in this section.
Quality Services
LKI has been recognized for quality results in a variety of planning studies. The firm has received
awards from the national organization of the American Planning Association (APA), state chapters of
APA, the National Association of Counties, and the Best in American Living Award from the National
Homebuilders Association, Better Homes and Gardens, and Professional Builder magazines. These
awards exemplify our commitment to quality results that exceed the expectations of our clients and merit
recognition for our innovativeness, comprehensiveness, and successful outcomes. Our awards include:
. Loudoun County, Virginia General Plan, American Planning Association National Award, 1994.
. New Castle County, Delaware, Comprehensive Plan, National Association of Counties, 1988.
. Lake County, Illinois, Natural Resources Plan and Zoning, National Association of Counties, 1979.
. The Fields of Long Grove (160-acre residential development), Best in American Living, National
Homebuilders Association, Better Homes and Gardens, and Professional Builder magazines.
. Nacogdoches Comprehensive Plan Update, Texas Chapter, American Planning Association, 2003
. Kerrville, Texas Comprehensive Plan, Texas Chapter, American Planning Association, 2002
. Bastrop, Texas Comprehensive Plan, Texas Chapter, American Planning Association, 2001
. Lockhart, Texas 2020 Comprehensive Plan, Central Texas American Planning Association, 2000.
. Bryan, Texas Comprehensive Plan Update, Texas Chapter, American Planning Association, 2000.
. New Braunfels, Texas New Millennium Plan, Texas Chapter, American Planning Association, 1999.
. Sugar Land, Texas Zoning Study, Texas Chapter, American Planning Association, 1998.
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page PQ-2
- I Development I Development I PI St d I Publications, Seminars &
Firm . annlng U les
Codes Services Workshops
Lane
Kendig.
me. (LKI)
. Springs Model
Code, State of
Florida
. Unified
Development
Code, Savannah
& Chatham
County, GA
. Unified
Development
Ordinance,
Granville
County, NC
. Zoning Code,
Sarasota County,
FL
. Zoning
Ordinance,
Beaufort County,
SC
. Frederick
County, MD
. Unified
Development
Code, Durham,
NC
. Unified
Development
Code,
jacksonville, FL
. Zoning Code,
Chicago, IL
. Zoning Code,
Machesney Park,
IL
. Zoning Code,
Cincinnati, OH
. Design Code
Revisions, Indian
Creek, IL
. Zoning
Amendments,
Lake Villa, IL
. Zoning Code,
Milwaukee, WI
. Land
Development
Ordinance,
Oswego, IL
. Unified
Development
Code, Kerrville,
TX
. McHugh
Construction, FL,
2003 - present
. Globe Corporation,
IL 1999, 2003 -
present (2)
. Cambridge Homes,
IL, 2003
. Christine's Frame &
Art, IL, 2001
. Development
Review
Consultation,
Seabrook, TX
. Development
Review, League
City, TX
. Gurnee Mills, IL. (3)
. McHugh
Construction ('85-
'87) (3)
. Hawthorn Estates,
IL. (6)
. Dr. Collins, IL.
. L.B. Anderson, IL.
('87-'98) (7)
. Development
Review
Consultation,
Seabrook, TX
. Development
Review, League
City, TX
. Comprehensive
Plan, Aberdeen,
SD
. Comprehensive
Plan, AItus, OK
. Comprehensive
Plan, Manor, TX
. Comprehensive
Plan, Savannah
& Chatham
County, GA
. Comprehensive
Plan, Fulton
County, OH
. Comprehensive
Plan, Pierce
Township,OH
. Comprehensive
Plan, Long
Grove, IL
. Comprehensive
Plan, Forsyth, IL
. Comprehensive
Plan, Oswego, IL
. Comprehensive
Community
Development
Plan, Hobbs, NM
. Comprehensive
Plan Update,
Shawnee, OK
. Comprehensive
Plan, Angleton,
TX
. Comprehensive
Plan,
Nacogdoches, TX
. Comprehensive
Plan, St. Mary
Parish, LA
. Land Use and
Development
Master Plan,
Bossier City-
Parish, LA
. Comprehensive
Land Plan,
Schertz, TX
. Comprehensive
Plan, Kerrville,
TX
. Comprehensive
Plan, Bastrop, TX
. Meeting Procedures and Liability
Issues for Public Officials, Guide
to Urban Planning in Texas
Communities
. Performance Zoning, Lane
Kendig, et a1. Planners Press,
Chicago, Illinois, 1980.
. Performance Zoning, Bucks
County Planning Commission,
1973. Revised and reprinted, 1976.
. "Traffic Sheds, Rural Highway
Capacity, and Growth
Management/' with Stephen
Tocknell, American Planning
Association, Planning Advisory
Service, Report Number 485,
March 1999.
. "Computerized Zoning: The
Future Is Now," with Brian
Blaesser, Land Use Law and
Zoning Digest, American Planning
Association, April 1996, (Vol. 48,
No.4).
. "Tomorrow's Planning Tools
Today," with Marc Mylott, Z
Management Ideas, Zucker
Systems' Management Info
Services, july 1995 (Issue 31).
. "Stop the Insanity!" Land Use Law
and Zoning Digest, American
Planning Association, January
1995, (Vol. 47, No.1).
. "Pipe Dreams," Planning,
American Planning Association,
june, 1989.
. "Performance Zoning for Sensitive
Land in Queen Anne's County,
Maryland;' Urban Land,
. New Standards for Nonresidential
Uses, American Planning
Association, PAS Report Number
405, 1987.
. "Why Consider Fishing in Urban-
Suburban Planning," Urban
Fishing Symposium Proceedings,
The American Fisheries Society,
1984.
. "Performance Guaranties," Land
Use Law and Zoning Digest,
February 1983, Vol. 35, No.2.
. "Designer's Notebook/' Nature
Scape, Sep. 1981, Nov. 1981, jan.1982, May 1982.
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page PQ- 3
I Development I Development I PI - St d- I Publications, Seminars &
FIrm . anmng u les
Codes Services Workshops
. Zoning
Ordinance, St.
Mary Parish, LA
. "Monster Home"
Analysis, West
University Place,
TX
. Zoning
Ordinance and
Century Plan
Critique,
Georgetown, TX
. Zoning
Ordinance,
Dickinson, TX
. Neighborhood
Protection
Ordinance,
Hitchcock, TX
. Zoning
Ordinance, EI
Campo, TX
. Unified
Development
Ordinance,
College Station,
TX
. Zoning Map
Analysis,
Bastrop, TX
. Comprehensive
Zoning Study,
Sugar Land, TX
. Subdivision
Regulation
Diagnosis and
Guidance,
Bay town, TX
. Airport
Industrial Park
Development
Restrictions and
Covenants,
lasper, TX
. Comprehensive
Plan, San
Angelo, TX
. Comprehensive
Plan, Webster,
TX
. Comprehensive
Plan,
Farmington, NM
. Comprehensive
Plan, Lockhart,
TX
. Comprehensive
Plan Update,
Bryan, TX
. Comprehensive
Plan, EI Campo,
TX
. Comprehensive
Plan, New
Braunfels, TX
. Comprehensive
Plan Update, La
Porte, TX
. Comprehensive
Plan Update,
Bay town, TX
. Comprehensive
Plan, Mission, TX
. "Developers and Performance
Zoning," Urban Land, January
1982, (Vol. 41, No_ 1)_
. "Performance Zoning - An
Alternative to Euclidian Zoning/'
Planning, 1977.
. "TOR - a Pragmatist's View," The
Urban Lawyer, Summer 1977,
(Vol. 9 No_ 3)_
. "Carrying Capacity as a Planning
Tool," Urban Land, December
1977_
. Community Planning: A
Retrospective Evaluation, Bucks
County Planning Commission,
1975_
. The Fundamentals of Zoning -
Texas APA, October 2002
. The Master Plan, Zoning and the
Political Process, Survival of the
Fittest - Louisiana AP A, October
2001
. Statutory Requirements for
Procedures, Public Participation
and Related Liability Issues -
Texas AP A, October 2001
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page PQ-4
F I Development I Development I PI . S d' I Publications, Seminars &
Irm _ annmg tu les
Codes Services Workshops
Kim
Mickelson
. Unified
Development
Code, Kerrville,
TX
. Zoning
Ordinance,
Dickinson, TX
. Zoning
Ordinance and
Development
Regulations,
Stafford, TX
. Zoning
Ordinance,
Hempstead, TX
. Zoning
Ordinance,
Missouri City I
TX
. Subdivision
Regulations,
Tomball, TX
. Subdivision
Ordinance,
Montgomery, TX
. Subdivision
Regulations,
Friendswood, TX
. Subdivision
Regulations, El
Paso, TX
. Subdivision
Regulations,
Hedwig Village,
TX
. Subdivision
Regulations,
Fulshear, TX
. Developer
Participation
Agreements,
Tomball, TX,
. Developer
Participation
Agreement,
Montgomery, TX
. Developer
Participation
Agreement, Manvel,
TX
. Development
Agreement, Sienna
Plantation, Missouri
City, TX
. Interlocal
Agreements
between various
cities and counties
for subdivision
regulation in ETJ
. None
. Editor, A Guide to Urban
Planning in Texas Communities,
9th-11th Editions (1999-Present),
Texas Chapter of the American
Planning Association
. Smart Growth: and Due Diligence
in the Regulatory Environment.
State Bar of Texas Annual
Advanced Real Estate Law
Conference, Austin, Texas June 28-
30,2000; Fort Worth, Texas July
12-14,2000
. The Use of Eminent Domain for
Economic Development Purposes.
Fourth Annual Conference on
Land Use Planning Law, The
University of Texas at Austin,
February 24-25, 2000
. Major Land Use Laws in Texas.
National Business Institute,
Houston, Texas, 1999
. Texas Planning Law. Short
Course, Texas Chapter of the
American Planning Association,
Annual Conference, Galveston,
Texas, October 8-11,1997
. The Impacts of HB 1001 on
Subdivisions in Texas Border
Counties. Seminar on HB 1001,
Sponsored by Stewart Title Co.,
October 1995; State Bar of Texas
GovenunentLawyerSection,
Spring 1996
. Subdivisions and Platting Law.
Challenges Facing Local
Govenunent, Sponsored by
Federal Bar Ass'n, et al,. Dallas,
Texas, March 10, 1995
. Texas Platting Law. Short Course
for Elected and Appointed
Officials, Southwestern Legal
Foundation, Dallas, Texas, June
1994
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page PQ-5
Development Code Experience
Lane Kendig, inc. is nationally known for its expertise in zoning ordinance development and
administration. As the author of Performance Zoning, Lane H. Kendig has written land use regulations
and development ordinances for municipal and county jurisdictions of all sizes and generally all
geographic regions. The firm's principals have assisted communities to develop "first-ever" zoning
ordinances and district maps; facilitated public education and outreach efforts; conducted thorough
critiques of existing ordinances, standards and development review procedures; provided detailed
amendment recommendations as a component of larger planning studies; and written complete land use
regulations for numerous jurisdictions across the nation. The firm has also been a leader in developing
innovative regulations, such as the nation's first development code to protect the natural springs of
Florida. The following list represents the communities for which the firm's principals have written land
use regulations or performed other related services.
Zoning and Development Code Experience
Aberdeen, South Dakota, 2004
Altus, Oklahoma, 2004
Bay town, Texas, 2000
Beaufort County, South Carolina, 1999
Bossier City-Parish, Louisiana, 2003
Brevard County, South Carolina, 1999
Brownsville, Texas, 1996
Buckingham Township, Pennsylvania, 1975
Chesterfield, Missouri, 1995
Chicago, Illinois, 2003
Cincinnati, Ohio, 2001
Clovis, New Mexico, 1996
College Station, Texas, 2002
Davie, Florida, 1990
Dickinson, Texas, 2001
EI Campo, Texas, 2000
Farmington, New Mexico, 2002
Flagstaff, Arizona, 1991
Florida DCA, 2003
Franklin, Tennessee, 1986
Frederick County, Maryland, 2003
Georgetown, Texas, 2001
Granville County, North Carolina, 1999
Hillsborough County, Florida, 1989
Hitchcock, Texas, 2002
Houston, Texas, 1993
Indian Creek, Illinois, 1993, 1994, 2001
Jacksonville, Florida, 2002
Kerrville, Texas, 2003
Lake County, Illinois, 1977-1983
Lake Villa, Illinois, 1988, 1986, 2000
Lake Zurich, Illinois, 1991
Langhorne Borough, Pennsylvania, 1975
League City, Texas, 2000
Lindenhurst, Illinois, 1990, 1988
Machesney Park, Illinois, 2003
Middletown Township, Pennsylvania, 1972
Milwaukee, Wisconsin, 2000
Monroe County, Florida, 1986
New Britain Township, Pennsylvania, 1974
New Castle County, Delaware, 1997
Oakland, Iowa, 2001
Oswego, Illinois, 2000
Paola, Kansas, 1997
Penndel Borough, Pennsylvania, 1974
Pennridge Area, Pennsylvania, 1974
Perkasie Borough, Pennsylvania, 1969
Perkasie Planned Development, PA, 1970
Pleasanton, Texas, 1999
Polk County, Iowa, 1990
Quakertown Area, Pennsylvania, 1975
Queen Anne's County, Maryland, 1987
Riverwoods, Illinois, 1983
Rosenberg, Texas, 2002
Saipan, Northern Mariana Islands, 1993
Sarasota County, Florida, 2003
Savannah and Chatham County, Georgia, 2003
Seabrook, Texas, 2003
Sellersville Planned Development, P A, 1970
Sleepy Hollow, Illinois, 1989
Springfield Township, Pennsylvania, 1975
Sugar Land, Texas, 1997
Topeka-Shawnee County, Kansas, 1996
Town and Country Missouri, 1987
Tully town Borough, Pennsylvania, 1974
Upper Southampton Township, PA, 1972
Wharton, Texas, 2000
Williamson County, Tennessee, 1988, 1986
Lane Kendig, inc. . Performance Concepts in Planning
Page 1
ZoningPlus: The Computerized Zoning Ordinance
01_ __
-0-
~--Q G"~"-" . "'~.',;.'
I.::.. I.!.. I .:.;. I..=..I._~ I-E'_i_=-_I_t--,--- . __ 7.
,...~......--,..-~...__....._.._-.-....
....... ...... ---...-
--.......-. -.....<---.-
--
:~;=-
.~'---
:s=::=-=-
~~:.';'"_-=.'::""-
'j-"'----
-...--..-.
. --,----
:~~::::...::.=-
.,;.-..---
.-.----
'.,J-.'-
;~:=-
'.-
'''''-.'''-''-''
...----.-....
,-......-......-
=~":.':;"..::..":-.
~~'S;::
,...-~,,-..-._-
......----..-
-.......--.-
'- -_.._--_.._--_.._..__.~
===:.:.::-_R_____........~_.
. t~~~
I /.~ '...-',,__
. ~d?'~-.'
-r-~-:-'-"~--
.,,-""" ,-' r.::"
1!.H._"___
_..........._."'~-~..._.. ..-.......-.~-
----.....-..-.....----.--
--........--...-"...............------
"U_
. -.-.. ._._._-,,--~....- ~-"..
--......-.-......-------
. --_......_~-'.__._-._-
, ...._~...., .~. ___~.,.,.._~~_.~_u.._....~ _ ...,
.-
~-
LANE KENDIG, INC.
.
.
ZoningPlus is an Internet-based editing and presentation system
used for authoring, displaying, and managing all aspects of your
land development code or zoning ordinance-text, tables,
graphics, and zoning maps, Using our twelve years of experience
in computerizing zoning ordinances, development codes, and
other large documents, LKI has evolved the original code
presentation software into an integrated system that extends far
beyond our competitors' concept of Simply publishing a code or
comprehensive plan on the web. ZoningPlus includes a password
protected Maintenance Module for editing. This allows any
number of staff members to work on the code together.
.
ZoningPlus accommodates your ordinance or planning document in a database format-with individual sections
indexed for easy searching and browsing. When you view or edit the code, you only retrieve and access the
individual sections you desire. This results in speedy navigation, quick searches, and the security of knowing that
the code you are viewing is the exact version you adopted. Never again will you want to work with cumbersome
word processing documents with their unexpected system crashes, "lost" illustrations, and formatting failures!
The current versions of ZoningPlus have been written from start-to-finish for use on the Internet. Any user may
access it from a regular web browser. As you would expect, ZoningPlus includes extensive hyper linking
capabilities-to sections and definitions contained within the code and to external documents. ZoningPlus can be
configured to display comments, code annotations and administrative interpretations for each section of the
document. These and other supplementary materials can be restricted for internal, staff-only viewing or can be
released for public viewing. Also, ZoningPlus can be linked section-by-section to your community's
Comprehensive Plan to display your code's interrelationship with the Plan's goal, objective, and policy
statements.
Every jurisdiction has its own unique requirements-different text
formats, numbering systems and the like. ZoningPlus can be
quickly configured to handle the peculiarities of your document
and to blend with your jurisdiction's general web site. Each staff
member that is authorized to edit the document can be assigned his
or her unique over line, strikeout and annotation colors. These
colors can be reassigned as your staff changes.
ZoningPlus is a totally open system. What this means is that you
will not be dependent on us to maintain the system. For example, If 'I. I
you replace or amend your code, you do not need to replace
ZoningPlus-just enter the changes using the Maintenance . ,
Module.
'l-"-:~'_ _,.__
"'..-___ -01-...
~--;J .s.tl~_..._..l.~..Oli.
I'_..!.L~I';:'J ...:..urr..!_I_t~I_Q
~.. "-'. - -.
I
....
-
,-.
""'j.
,',
."" .
I.. .
.-
1t
Lane Kendig. inc.
Perfonnance Concepts in Planning
Planning. Zoning. Growth Management. Housing. Design
www.lanekendic.com
Lane H. Kendig, President
443 N. Lake Street
Mundelein, IL 60060-1824
Tel: 847/94S-8288
Fax 847/94S-0065
E-mail: mail@lanekendig.com
Bret C. Keast. AICP, Vice President
19901 SW Freeway
Sugar Land, TX 77479
Tel: 281/343-5034
Fax: 281/343-5074
E-mail: bret@lanekendig.com
Client
Village of Long Grove
Box 3110, RFD
Long Grove, Illinois 60047
Start of Project
1987
Completion Date
Present
Contact
Mr. Cal Doughty
Village Manager
(847) 634-9440
_.._...~.
---
Scenic buffer standards were
developed to provide special
landscape treatments at road
edges to provide privacy to
residential development and
create a rural atmosphere.
~
',..-.j",,"
6,,'.1
~,
~,'",'
)?' '
~'...'
~.
r.",
t---{
~
1'-.
, ,
it.
~.-
I'
,_.,-
(:) ;:',>
F ~r
....- .
"t
Comprehensive Plan, Zoning Ordinance,
and Planning Assistance
LONG GROVE, ILLINOIS
Long Grove is about 30 miles north of Chicago in Lake County, Illinois. The Village doubled in size from 1980 to 1990.
Lane Kendig, inc. serves as the Village's planning consultant. The firm provides expert testimony, site plan review, site
specific conceptual development plans, and comprehensive plan and development ordinance amendment services.
Long Grove is a suburban community with very strong concerns regarding environmental protection. The firm
assisted the Village in amending its planned unit development (PUO) regulations to require significant developer-
provided amenities as a prerequisite for receiving density bonuses (1988).
Lane Kendig, inc. also revised the Village's comprehensive plan which was adopted by the Village Board in 1991. This
plan provides a detailed analysis of the Village's unique community character. Key elements include the detailed
planning of properties on the edge of the Village that have major transitional pressures. One of these areas has recently
been annexed under plans developed by Lane Kendig, inc. LKI is now, again, in the process of updating the
Comprehensive Plan and has developed a Downtown Plan for the Village.
In 1992, the firm completed a corridor study for alternative alignments for an expressway, FAP 342, proposed by the
Illinois Department of Transportation (lOOT). The study identified four new alternative corridors that resulted in less
impact on both wetlands existing residential areas.
Lane H. Kendig, President
443 N. Lake Street
Mundelein, IL 60060-1824
Tel: 847/949-8288
Fax 847/949-0065
E-mail: mail@lanekendig.com
.
Lane Kendig. inc.
Performance Concepts in Planning
Planning. Zoning' Growth Management. Housing' Design
www.tanekendia.com
Bret C. Keast, AJep, Vice President
19901 SW Freeway
Sugar Land, TX 77479
Tel: 281/343-5034
Fax: 281/343-5074
E.mail: bret@lanekendig.com
Client
Village of Lake Villa
65 Cedar A venue, Box 176
Lake Villa, Illinois 60046
'ViCfaee Of
LaR.e'VUfa
Tst: 1901
Start of Project
1985
Completion Date
Present
Contact
Mr, Frank Loffredo, Mayor
Ms. Joyce Frayer
Board of Trustees (former Mayor)
(847) 356-6100
Zoning Ordinance and Planning Assistance
LAKE VILLA, ILLINOIS
Lane Kendig, inc. serves as planning consultant to the Village. In that capacity, we serve as staff and review all
subdivision and zoning proposals and attend planning commission, zoning board, and Village Board meetings.
LKI coordinated negotiations for the annexation of a 900-acre development proposing 2,400 dwelling units and 200,000
square feet of commercial use, with our firm providing recommendations for a much lower density and a design
concept in keeping with the Village's existing character. In addition to assisting the Village in negotiating annexations
and site plan review, we have written a revised Zoning Ordinance and assisted the Village Planning Commission in
developing a revised zoning map to accommodate five new wning districts designed to ensure high quality
development in keeping with the Village's low-density suburban character. The ordinance was a performance zoning
ordinance that provided increased flexibility for developers, The ordinance, which provides strict resource protection
and buffering standards, was adopted in April, 1988.
Recent work includes a sewer service boundary agreement with the County and the regional sewer treatment provider,
and revised wning and land development regulations to address the industrial zoning.
A tax impact study was completed in 1992 resulting in higher impact fees. This study looked at the impact of major
developments on the Village and the School Districts. The primary motivating factor was to evaluate the adequacy of
the Village's impact fee in the face of a large number of new subdivisions. The study reviewed the changing mix of
revenues over a 6-year period. The study found a declining share of non-residential real estate and a declining share
for the sales tax. As a result, a series of assumptions about the future tax base were run to gain a better estimate of the
adequacy of the current impact fee. The report also assessed the adequacy of the Village's current impact fee for
schools,
,l
Lane Kendig. inc.
Performance Concepts in Planning
Planning. Zoning. Growth Management. Housing. Design
www.ranekendio.com
Bret C. Keast, AlCP. Vice President
19901 SW Freeway
Sugar Land, TX 77479
Tel: 281/343-5034
Fax: 281/343-5074
E-mail: bret@lanekendig.com
Lane H. Kendig, President
443 N. Lake Street
Mundelein, IL 60060-1824
Tel: 847/949-8288
Fax 847/949-0065
E-mail: maiJ@Janekendig.com
Client
City of Paola
P.O. Box 409
19 East Peoria Street
Paola, Kansas 66071
Start of Project
1995
Completion Date
1997
Contact
Ms. Kise Randall
City Manager
(913) 294-2397
E.
.\uh,tKI..al futun'". Tho: .l",J'lhJl1 .>110 ,,,,nl r"~h. I......."r. ,lI h.lk.",\ .ort ,lr"~lU..I,lr,ll
h....u......th'l...un"'"\h..l"'..d".uti,,'......'.,..,,,....~"'..,i.fvr_,""
Established in 1855, Paola has a
high-quality urban center,
including the City Square and
County Court House Square.
The urban area is surrounded by
residential areas containing a
rich diversity of building styles,
types, and sizes, providing PaoIa
with high-quality historic charm.
Article 15 of the Land
Development Ordinance
provides regulations to control
the quality of non.residential
and residential uses, to ensure
that they are compatible with the
diverse traditional character of
the City's existing residential
areas. Figure 15.310 is an
illustration of various ways to
promote diversity in building
types.
r
C"">I. 1...'..11." ,.", I... "..-I h. 'r,,, "I. . ''',,'' ,,'.. ..."... I.. ~ .In'''''I,,,,,-,,1 ,I .~" . .....10
ml'n.ll,,'W;\lrll'.Il",I<'.lll.,.onih..h
Paola is located within Miami County on the Kansas City metropolitan area's southern edge. Lane Kendig, inc. was
retained to build on the comprehensive planning work being performed by our firm in surrounding Miami County.
FiJli.....I~.:H(l
~EMiL'lU_'i TOc.V~Rn AG"I"~"T \tt)~OTO'\rj'
^ n.OORI'LA~
II ORIE....,.,nON
To address the beginning residential push, the City established a Community Grow1h Area in conjunction with the
County. In return, the County transferred all zoning and subdivision review powers within that area to the City. Paola
and the surrounding area face other critical issues, as well. At least 90% of the County roads are unpaved. Other
infrastructure is also inadequate (either old and in need of replacement or nonexistent). Critical issues include
agricultural and natural resource preservation, economic development and growth management, and community
character. The City must preserve existing investments and acquire reinvestment within its centraL business area
surrounding the City square. At the same time, the City faces the reality of development pressures at an interchange on
the east edge of town.
~o.........
l[JO 00 OCJ600
~,. t;......~"F"...~ ~..."l".... .......""'-
E. AlCHITECT'JR^l futl:R[S
r -
f COLOR
Performance standards were developed to protec1 the City's natural resources. Developments are required to conduct
a carrying capacity analysis which regulates the maximum intensity based on actual site conditions, Since the City
obtains its water supply from Lake Miola, a section of the ordinance set Lake Miola watershed standards.
Lane H. Kendig, President
443 N. Lake Street
Mundelein, IL 60060-1824
Tel: 847/949-8288
Fax 847/949-0065
E-mail: mail@Janekendig.com
!\_,..t...,.....!$.~
J'LOt3I\JG'l\.JC
- . .-
l~aI3C:V[
-
IRJ;:;l2
~~.~ rJ tr
L...---~
ItjBB
~l
,. ~l
....,.,.-...1'0_............,
""'_......"'....,....u.~"._"'..
_..._wo_.,.....""'~"""
Land Development Code
PAOLA, KANSAS
4t
Lane Kendig. inc.
Performance Concepts in Planning
Planning. Zoning. Growth Management. Housing. Design
www.lanekendia.com
Bret C. Keast, AJCP, Vice President
19901 SW Freeway
Sugar Land, TX 77479
Tel: 281/343-5034
Fax: 281/343-5074
E-mail: bret@lanekendig.com
Client
City of Kerrville
800 Junction Highway
Kerrville, Texas 78028
Start of Project
December 2003
Completion Date
July 2004
Contact
Mr. Mike Hayes
Ci ty Attorney
(830) 792-8381
Unified Development Code
KERRVILLE, TEXAS
Following its adoption of an entirely updated Comprehensive Plan in July 2002, the City of Kerrville - "the heart of the
Texas Hill Country" -retained the services of Lane Kendig, inc. (LKI). LKI was authorized to proceed with an initiative
to rework the City's existing development ordinances and coordinate and streamline these regulatory tools into a new
Unified Development Code (UDC). The UDC "unifies" under one umbrella the City's zoning and subdivision
regulations as well as related development and design standards involving buffering/screening, landscaping and tree
protection, off-street parking and loading, access management and circulation, and flood plain and storm water
management. The City's sign regulations were also revamped and better linked to other elements of the City Code, as
do existing regulations addressing sexually oriented businesses and establishments licensed to sell alcoholic beverages.
In addition, the UDC clarifies the extension of certain development regulations into the City's one-mile extraterritorial
jurisdiction (ElJ) consistent with the Texas Local Government Code.
A key project challenge was to consolidate and simplify an unusual and archaic set of zoning districts while proposing
potential new districts for specific purposes, such as a Business Park district to satisfy economic development objectives
for more attractive commercial uses. As a result of the award-winning comprehensive plan, links were clearly
established between the plan's policies and the growth management framework provided by the new UOc. In
particular, several new overlay zones implement specific action strategIes aimed at downtown development and
historic preservation, protection of established residential neighborhoods, and enhancement of Kerrville's gateways,
valued Guadalupe River frontage and major roadway corridors. Overlay zoning for the municipal airport and vicinity
is also addressed.
The UDC effort built upon the findings of a thorough ordinance diagnosis conducted during the comprehensive plan
process, as well as a detailed ordinance outline compiled with input from City staff at the start of the project. The final
adoption steps included a joint workshop with the Planning & Zoning Commission and City Council and preparation
of a final public hearing draft for citizen and official consideration.
Lane H. Kendig, President
443 N. Lake Street
Mundelein, IL 60060-1824
Tel: 847/949-8288
Fax 847/949-0065
E-mail: mail@lanekendig.com
1t
Lane Kendig. inc.
Performance Concepts in Planning
Planning. Zoning. Growth Management. Housing. Design
www.lanekendio.com
Bret C. Keast. AlCP, Vice President
19901 SW Freeway
Sugar Land. TX 77479
Tel: 281/343-5034
Fax: 281/343-5074
E-mail: bret@lanekendig.com
Client
City of Sugar Land
Development Services
10405 Corporate Drive
Sugar Land, TX 77487-0110
Start of Project
September 1995
Completion Date
February 1996
Contact
Ms. Paula Daneluk, AICP
City Planner (former)
(209) 472-8650
~
.~
~ Sugar Land
~..t.... lQ"'~ U.
"'4' Q' ":'~II) ;,.,,,,
Comprehensive Zoning Ordinance & Study
SUGAR LAND, TEXAS
The City of Sugar Land Comprehensive Zoning Ordinance & Study was conducted to update and revise the City's
zoning ordinance and to incorporate necessary modifications and additions to the land use regulations as identified by
the Planning and Zoning Commission and City Council. This revision ensured consistency with the recommendations
and policies of the City's Comprehensive Plan.
The study work program included a workshop to identify critical zoning issues and the needs relating to the existing
zoning ordinance; participation in regular and special meetings to present materials and recommendations and to
receive public comment on the proposals; preparation of a draft proposed zoning ordinance for review and
consideration by the Planning and Zoning Commission, City Council, and in public meetings; and, digital preparation
of a draft official zoning map to include proposed district boundaries and designations for newly annexed areas.
The revised draft of the proposed zoning ordinance included a land use classification matrix, tied to the Standard
Industrial Classification (SIC} system, to identify appropriate zoning designations for each individual land use group.
In addition, graphics were included throughout the text to provide visual definitions and descriptions of proposed
regulations.
The City of Sugar Land received the 1998 Outstanding Project Planning A ward from the Texas Chapter of the
American Planning Association for this study.
It This project represents an award-winning project developed and managed by Bret C. Keast, Vice President while with a former
employer.
Lane H. Kendig, President
443 N. lake Street
Mundelein.IL 60060-1824
Tel: 847/949-8288
Fax 847/949-0065
E-mail: mail@lanekendig.com
,l
Lane Kendig, inc.
Performance Concepts in Planning
Planning. Zoning. Growth Management. Housing. Design
www.lanekendia.com
Bret C. Keast. AICP, Vice President
19901 SW Freeway
Sugar Land. TX 77479
Tel: 281/343-5034
Fax: 281/343-5074
E-mail: bret@lanekendig.com
Contact
Mr. John Sliva
Director of Community Development
(928) 779-7685
Client
City of Flagstaff
211 West Aspen Avenue
Flagstaff, Arizona 86001
Start of Project
1988
Completion Date
1991
\'.t<\_~
PlANTUNlTOFIlONS
."ftIL..,,'P"_
Q,oo_H.....,'I"'......"
l.!.,04...'c..........r""
l_'...I.I""""l....~
""/.""~ .
! h,"""~",
""""""
"~HUN"
,
,
,
"
,
"
!!.~""<::.o."".r""
'....".1''''.;11'...,........
. ..<....~," .
'...'n....'.
Thi.~ i/ltl5lmlion depict.f the
b/ljJeryard landscaping system
den!lo/lf.'dfor the =oning ordinance.
The number afp/om units required is
bmed on the desired opadt). of the
bllfferynrd.
,
"
,!>.'..Ji.-,........,..~~...'
.~-~''''''''''''
''"#'~"
,Jf"~,)N(
........-........
"'-..,,,~ ',,,,,,,
.......:..e
1.'.,..II:><ocII........'''''Y
"'.~_h.W_'
. "'~'~ft.'
OF:1CND
f::.":....w;.;:;:~
"'''''''..,..",...
.1".....wMol
...."',....,"""'"
l.y.........:......,J,..
!..,.~
Zoning Ordinance
FLAGSTAFF, ARIZONA
Flagstaff contracted Lane Kendig, inc. to prepare a comprehensive update of their development ordinances. As part of
the work program, we reviewed and evaluated existing regulations and ordinances with respect to their ability to
implement Flagstaffs Growth Management Guide: 2000 and other planning and development policies. The ordinance
is based on preserving the character of the City. Strong environmental regulations to protect the steep slopes and
Ponderosa pine forests that make Flagstaff a special place are part of the regulations. Landscaping, design, special
housing types for steep slope areas, and affordable housing provisions are also important parts of this ordinance.
In addition to the preparation of Flagstaffs development ordinances, Lane Kendig, inc. was retained to prepare an
economic development strategy for the City. The study required an intensive reconnaissance to collect data, identifying
the economic development issues of the City and meeting with appropriate community groups. In addition, the work
program called for the assessment and analysis of economic development trends in the City. Issues papers were
prepared detailing alternative strategies and their implications for overall economic development strategy
implementation. The study resulted in the development and presentation of alternative economic development
strategies for the City.
Lane H. Kendig, President
443 N. Lake Street
Mundelein, IL 60060-1824
Tel: 847/949-8288
Fax 8471949-0065
E-mail: mail@lanekendig.com
tr
Lane Kendig. inc.
Performance Concepts in Planning
Planning. Zoning" Growth Management. Housing.. Design
WoNW.lanekendia.com
Bret C. Keast. Alep, Vice President
19901 SW Freeway
Sugar Land, TX 77479
Tel: 281/343-5034
Fax: 281/343-5074
E-mail: bret@lanekendig.com
LANE KENDIG, INC.
SCOPE OF SERVICES
Interface with City Staff
Upon selection, LKI would work with the Planning Services Department to develop a detailed project
schedule outlining specific dates of all project meetings with staff, stakeholders, and appropriate boards,
and outline completion times for project elements. The schedule would ensure continuous progress and
timely delivery of draft work products with an adequate amount of time built into the schedule to allow
review on behalf of the internal technical committee, advisory group, and stakeholders. In terms of an
overall schedule, we are confident that a final draft code can be complete and ready for the review and
adoption process within 12 to 18 months. The mutually agreeable schedule would be continuously
monitored throughout the code development process and amended as necessary.
LKI's Project Manager will maintain frequent communication and coordination with the City's Project
Director throughout the duration of the project, including informal progress review meetings during
scheduled trips for meetings and other project activities. The LKI project team will provide regular
communication via telephone, e-mail, and correspondence on a frequent basis to ensure ongoing
coordination and responsive services.
LKI would submit written progress updates to the City's Project Director. The reports would be
prepared in the form of brief letter reports describing project status and documenting significant work
accomplished and activities scheduled for the next progress report period. Any unforeseen delays or
significant project issues would also be identified along with a proposed course of action. The reports
would indicate the estimated percent of project completion. The accompanying monthly invoice would
include the fee amount earned based upon the number of hours worked that report period.
Quality Control
In addition to the project management essentials of cost control and schedule adherence, LKI will also
institute a Quality Assurance/Quality Control process to ensure consistency and the highest quality in
our draft and final work products. This QA/QC process will be based on the following principles:
. Ultimate responsibility for QA/QC is assigned to the Project Manager - who establishes an overall
plan - but is shared by every member of the project team;
. A customized and easily administered approach for the specific project, with defined quality
checkpoints built into every work process (e.g. deadline monitoring, consistency review, and
validation of numeric provisions);
. A system of review and feedback resulting in the incorporation of corrections;
. An openness among the project team to constructive criticism and a shared pursuit of excellence;
. Continuous monitoring of the quality control program and its results; and,
. Accountability for quality shortcomings and inadequate project oversight.
In addition to ensuring that our work conforms to defined technical requirements and professional
standards of performance, our ultimate objective is client satisfaction. This is achieved through a keen
understanding of your needs and objectives, a clear and detailed scope of services, an adequate and fair
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page 55-1
project budget, a realistic and attainable project schedule, a consistent and disciplined project
management approach, regular and meaningful client-consultant communications, and prompt
identification and resolution of any project difficulties that may arise.
Staff Expectations
The team would closely coordinate with the Planning Services Department and other City departments to
gather existing and available data and information; identify historical and recent development patterns;
identify desirable and undesirable development examples; understand the development review and
approval process; and discuss new development concepts and their potential applicability and use.
The LKI Team would perform the proposed services in a coordinated manner with the City and other
participants in the review and development process. The local knowledge and expertise of City staff and
other key individuals will be essential throughout the study process to offer insight on historical issues
and development patterns and to identify important reference materials and information resources. To
facilitate the process, staff would be expected to coordinate with LKI to do the following:
. Appoint a Project Director to provide overall program management and direction for the collaborative
effort involving staff and consultant personnel, resources, and capabilities.
. Assist in the identification and collection of related ordinances, policies, reports, mapping, and other
relevant information, including those prepared for and maintained by the City, as well as documents
maintained by other agencies and organizations, as applicable.
. Provide an electronic copy of the zoning map and any other maps as may be required.
. Obtain coordination and assistance from other governmental entities, local organizations, landowners
and development interests that will be involved in the code development process.
. Provide timely review of each project deliverable prior to its delivery to the Advisory Croups as well
as in the final stages of review and consideration.
Consultant Team Role
The City's Project Director and key staff will manage the planning process and direct the consultant team
in performing the project services. The Consultant Team's role will be to perform the primary technical
roles to:
. Thoroughly review and critique the effectiveness of the current ordinances including identification of
policy deficiencies, conflicts and inconsistencies.
. Conduct interviews with appropriate city boards, stakeholder and community groups to identify
regulatory and procedural problems and to discuss desired amendments to resolve them. LKI
strongly emphasizes public involvement and outreach
. Create an annotated outline of the revised regulations, which would seek to achieve consensus on the
organization or the new unified code.
. Draft issue papers exploring the key development and design issues and offering options, alternative
solutions.
. Prepare the revised regulations in a series of modules allowing sufficient time for review by the
internal technical committee and external Advisory Croups as well as the City's legal staff and other
departmental staff.
. Assemble draft regulations suitable for public review and comment.
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page 55-2
. Facilitate the final review and adoption process including facilitation of public hearings before the
Zoning Advisory Commission and City Council.
. Produce a user-friendly, legally sound and attractive final document.
Public Participation
LKI believes strongly in early, continuous involvement of citizens, advisory boards and commissions, and
community stakeholders. Not engaging and informing the public and interested groups early and often
results in greater dissension at the adoption stage, and is counterproductive to developing ordinances to
implement the community's vision of the City as expressed in the 2002 Comprehensive Plan. We propose
a series of community workshops, and presentations to stakeholder group meetings on an ongoing basis
throughout the project lifespan. We recommend placing information regarding the project and its
progress on the City's web site, and will provide, as part of the reports, information and updates for the
web site. Additionally, we have used press releases and various media outlets as communication
methods, and will work with staff to identify target groups and the most appropriate methods of
reaching them.
Community Image Survey
Some of the most frequent comments planners hear from citizens relate to what they do and don't like
about the visual look of their community-their community's character. The visual
preference/community image survey will naturally involve large numbers of citizens to firm up
community character preferences and design ideas, and will provide a large scale tool for public
involvement. The performance zoning approach LKI has developed is particularly useful in such a
survey, which may be conducted in one stage, or through several smaller surveys, which focus on
particular development issues, such as compatibility of development in and beyond the fringe areas, or
infill development in the historic districts. Statistically significant lists of participants can be gathered
through voter registration roles, property ownership (tax) roles, and anonymity of responses can be
provided, as allowed under Iowa open records laws. We would propose two methods for a statistically
significant survey, either through public meetings with charettes, outlining potential development
options through photographs or illustrations, or through a mailed "blind" survey, using a smaller version
of the illustrated alternatives. Either can be conducted completely randomly, and each approach has pros
and cons. Public data gathered during the 2002 Comprehensive Plan process will also be useful and
instructive.
Our Philosophy
Lane Kendig, inc. (LKI) believes that land development regulations can be simplified and made more
user friendly in a Unified Development Code (UDC), which combines all regulations for land
development in one easy to use document. A citizen is typically interested in the zoning of their
property, its permitted uses and intensities (height and area requirements), and any required
performance conditions. In the same way, major landowners and developers who utilize the code on a
more regular basis must also be able to determine its requirements and the procedures for developing
their property. One method of accomplishing this is placing the provisions that are referenced most often
toward the front of the code and lesser-referenced provisions toward the back of the code. The use of
highly readable tables that consolidates the information into a single place helps to ease the
understanding and navigation of the ordinance thereby mitigating confusion and the common
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page 55-3
referencing of multiple sections of the code. We would propose that the City consider placing the
revision of its zoning and subdivision (and related) regulations into a single document, with features
similar tthose described below.
Basic Elements
An informative introduction to a UDC is essential to a user-friendly code. The code user - regardless of
their technical competency - must be able to quickly and easily determine how to use the code to
accomplish their objectives, whether it is to plat/replat a land parcel, erect a sign, or rezone their property.
Liberal use of graphics and tables are helpful to simplify the understanding of the code.
Another tenet of our vision of the Dubuque UDC is that it should be biased in favor of property owners
and developers who wish to comply with the community's development objectives. The development
review process should establish procedures and timelines for timely decisions to ensure that the process
is one of collective, rather than adversarial effects.
Lane H. Kendig is the author of
Performance Zoning (American Planning
Association, 1980), which is the definitive
work on performance standards. The concept was founded upon the desire to improve the
"performance" of land development regulations to achieve the desired development outcome - as
opposed to the "typical" outcomes of a conventional ordinance, which are often contrary to what is
desirable. The basis of performance standards is simply to incorporate the regulations necessary to
achieve suitable and appropriate development. The focus of performance standards is "how it is done"
as opposed to "what is done." In other words, the intent is to ensure that the desired outcome is achieved
rather than achieving conformance with the development procedures and standardized requirements.
Simplification
In our experience of drafting and revising
land development ordinances with
varying levels of sophistication and
complexity, we understand the issues
related to the difficulty of using codes.
Means of simplifying a code include its
organization, simple formatting changes,
a subject word index, topic/section
number headers, graphics and
illustrations, tables and flow diagrams,
and other publishing techniques to
improve the user-friendliness of the
document. In addition it must include
easily referenced definitions that are both
adequate and consistent to ensure clear
interpretation of the code.
Performance Standards
,-." .......'~..
Noi<",~ -l
~.
......... I
-
gcoquo,o......
----
"'~::'=:-':l
=-=:..~
------1
-...-
~
!!t:!
~
1.10.1 ____
-...---.....---..
~__....___,:M,_
..--.......-----
___tt___...___
"_00_"'___"-,,
---..---...-
~~=-....:.=---..:==..
__..____._.._LJI;
---.....
--...-
-.-.....
-
=-
--..-
........,)0,_
---
=--::...-:.
---
.~...::::.=
---
-'''-
""""::.~:::::..o:==':..-=.. -::.=-=:."':".: I
---....--.- ..-..--
::"'-... --:'...'":"'..:'.:~"':'" :-=...;..~-:=
--
u.. :-l._-...., ..::::::=:."::".:
-......--- ...-..--
-.----....--.-.... ~.._._..
:::,:----.....-- :::..:.:-S:;
. --..---- --..-...
...._.......__1loo_....._ I -
~-_._--_....- ---......
===:.::.::.-=--..::." .--r::-=:..:
-,..----.....-..- ---
"'____.._It_......_ _._
~ ~~"==':"oo;::.::.~ ==:-.:=
---.-.-...-.- -.-..
..--...--...-- -..- -.....---
=.':::-:...:...::..=:"..::'.... I..~--.:.;:::
--=.:;
-
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page SS-4
A common occurrence in many communities is that the same stipulations are attached to nearly every
development proposal. Performance zoning seeks to stream-line the review process. Similarly, many
communities overuse conditional and/or special use permits to allow discretion since their code does not
achieve its intended development objectives. This is yet another relevant example that lends well to the
use of performance standards. Finally, when variances are regular and routinely aimed at resolving
disputes between the code's text and the development outcome, performance standards are warranted.
While LKI is nationally recognized for its expertise with drafting performance-based development codes,
our experience is not limited to performance-only codes. In fact, we have written an equal number of
conventional (Euclidean) codes as well as what we refer to as "hybrid" codes, which integrate
performance standards (where appropriate) to achieve the community character expectations of our
clients. We are sensitive to structuring codes that are applicable to the local development environment as
well the administrative capacities of the community.
Illustrations
The understanding of existing regulations Can be greatly improved with the use of graphics to depict the
requirements. Graphic illustrations that explain how particular regulations are applied are helpful in the
public understanding the regulations but are aiso useful for the staff in administering them. Graphics can
also be used effectively to clarify otherwise
potentially confusing definitions. Setbacks, bulk,
landscaping and sign requirements are examples of
regulations particularly suited for graphic
illustration. Additionally, the development review
process can be graphically illustrated with flow
diagrams to clearly define the steps in the process.
Such a format offers an overview of the steps in
their approval while also establishing the
timeframes for consideration and development
approval.
~..
Ci:tt" ,...~
. .~.... ~.ii'l~~;.'.~ Ii<
, .. .~ ~ '.
...~ ... ',. .
Site Distance TriangJe
Community Character
LKl recognizes that the overall objective of' a unified development code is to achieve and preserve
community character. For this reason, LKl has developed an advanced approach for evaluating
community character, which is commonly not accounted for in conventional land development
regulations. To avoid monotonous "cookie-cutter" development that is no different than any other
development elsewhere - and certainly does not account for the uniqueness of the coastal environment -
LKI's community character approach will be utilized to preserve the community's environment and
enhance its unique characteristics. LKl has employed this approach for more than two decades, which
has contributed to an enhanced quality of development in the communities we have served. An
important component of community character is preservation of historic buildings and sites, and design
standards for these important areas will be included in a unified code.
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page 55-5
PROJECT UNDERSTANDING
Issue Resolution
LKI's approach to developing effective and easily administered land development regulations is to
concentrate on the most significant issues. The focus of our attention will be the issues discovered
through the input process as well as our critique of the current codes and procedures. While there will be
an in-depth discovery process at the outset of the project to uncover both the simple and complex issues
our current understanding of the project is based on the following:
· The City recognizes the essential importance of "no penalty" input on behalf of all persons involved in
the development process, including various City departments, elected and appointed officials,
landowners, developers, design professionals, and residents.
· A consistency review must be part of the critique to identify conflicting requirements among the
various development regulations caused by "piecemeal" amendments over time.
· Documentation of the policy intentions set forth in the 2002 Comprehensive Plan will be a necessary
first step to provide the legal basis for the revised regulations. Formulation of new or amended
development policies and/or directives may be necessary.
· The revised regulations must incorporate new state legislation and recent case law to ensure its legal
soundness and validity. City preferences on drafting styles will be used, though the intent is to write
regulations in English, not in legalese.
· The user-friendliness of the code is first and foremost of the objectives for the code development
process, which must create processes that are timely, effective, equitable and understandable.
· Up-to-date definitions will need to be provided concurrent with the new regulations. The use of
graphic illustrations to improve their understanding is desirable.
· Definitive yet flexible regulations are desired to allow (and encourage) innovative developments that
accommodate the diversity of the community and meet the desired development objectives.
· Performance standards may be desirable to reduce the reliance on special permits and variances while
achieving desired development outcomes.
· Special standards will be necessary for historic districts, to facilitate the goals of the Downtown Master
Plan, urban renewal areas.
· Coordination with county regulations and interlocal agreements to address development issues in the
fringe area.
· Sign regulations and open space requirements, important in community character, will be an integral
part of the revised regulations.
· Resource protection will be a priority consideration to preserve and enhance environmental resources,
such as creeks and drainageways, and other sensitive lands.
· The City would like to incorporate innovative principles into the revised regulations to preserve its
community character while expanding the range of economic development opportunities.
· The revised regulations must contribute to continuing diligence in managing growth and achieving
quality development through flexible site development standards.
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page 55-6
OUTLINE OF WORK TASKS
Based on our project understanding, we anticipate that the general sequence of work tasks could include
those outlined below. Upon selection and further clarification of the City's objectives, the work tasks may
be revised to clarify relative task priorities, identify project deliverables, meet budgetary targets, and
develop a phased program of work, as necessary.
Task 1:
Information & Input
Deliverables &
Du ration
. Deliverables:
Interview
questionnaire,
community
preference survey,
meeting agendas
and summaries and
presentations
. Duration - 12-18
mos.
Task Activities
1. Hold project kick-off meetings with key staff and the Advisory Group
2. Facilitate interviews with groups of key persons to identify regulatory and
procedural issues and desired changes to the codes.
3. Conduct internal technical input meetings with applicable staff persons
throughout the process.
4. Conduct an open public meeting before the Zoning Advisory Commission to
accept public comment on the current ordinances.
5. Establish and begin community preference survey; prepare illustrations for
either public meetings or printing for mail-out; secure statistically valid
survey group.
6. Lead monthly meetings with staff or an Advisory Group for review and
guidance.
7. Prepare meeting summaries of input and decisions.
8. Coordinate to perform public information activities (media articles, Chamber
publications, the City's webpage, etc.).
9. Present status reports to the City Council at key decision points.
10. Attend and facilitate Commission and Council meetings during the adoption
process.
Task 2:
Ordinance Critique & Outline
Deliverables &
Duration
. Deliverables
Analysis of current
regulatory issues,
identification of
possible solutions,
zoning map and non-
conforming analysis,
annotated list of key
issues, issue papers,
and written critique of
current ordinances.
. Duration - 3 mos.
Task Activities
1. Perform a consistency and cursory legal review of applicable development
ordinances, regulations, plans and standards.
2. Review the 2002Comprehensive Plan, document its policy guidance, and
identify possible amendments.
3. Review the current ordinances for their organization, format, readability and
/luser-friendliness."
4. Conduct an assessment of current ordinances to identify policy issues,
procedural problems, technical mechanics, and current performance.
5. Analyze the current zoning map to identify possible amendments.
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page SS-7
6. Maintain a working list of key policy, development and procedural issues
with relevant annotation (date, resolution, etc.).
7. Draft papers to address key development issues and options, including an
analysis of new techniques for possible inclusion.
8. Produce an annotated outline of the draft proposed revised ordinance(s).
9. Present the critique and outline at workshop-style meetings with citizen
groups, Zoning Advisory Commission and Council.
Task 3: Ordinance Drafting
Deliverables &
Duration
. Deliverables:
Consolidated and
public hearing
drafts of each article
and zoning map
recommendations
. Duration - 8 to 10
mos.
Task Activities
1. Prepare a "consultant draft" of the first module of code articles including the
zoning districts, which may include consolidated, revised or new districts,
and all use and area regulations. The article on zoning districts would
outline base, special purpose and overlay districts, as applicable, and
provisions relating to the official zoning map. The use regulations would
pertain to principal, accessory, temporary and conditional uses and their
required standards of development. The area regulations would specify the
density and dimensional standards for all residential and nomesidential
districts, including lot dimensions, yard and open space requirements,
setbacks and separation, and height and area dimensions. A use table would
also be included with this module.
2. Prepare module two articles including the development and performance
standards and subdivision improvement standards. The development
standards may include sections pertaining to building and site appearance
standards; off-street parking, loading and storage; access and circulation
(driveway standards); outdoor lighting; landscaping and tree preservation;
resource preservation; screening, buffering and residential protection; sign
regulations; flood protection standards; and, environmental performance
standards. The subdivision development and improvement provisions
would outline the requirements and procedures for subdivision
development, such as submission and review procedures for each type of
plat, the public improvement standards (streets, blocks, lots, easements),
acceptance requirements and performance guarantees.
3. Prepare module three articles including the development review bodies,
which would outline the responsibilities and powers of each review body
and their required meeting procedures. The development procedures would
outline the application requirements, decision criteria, and the approval
process for amendments, variances, plans and permits.
4. Prepare the remaining articles including the introductory provisions,
nonconformities, enforcement and definitions (created concurrent with each
article).
S. Present and discuss the consultant drafts of each article with the internal
technical committee and external advisory group. Subsequently incorporate
the recommended changes and modifications to produce an "interim draft".
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page 55-8
6. Assemble a "consolidated draft" of the UDC for final review by the internal
technical committee and external advisory group.
7. Conduct a legal review including identification of legal issues, an internal
consistency review, and final recommendations for wording changes.
8. Prepare "public hearing drafts" suitable for review and consideration by the
Zoning Advisory Commission and public, holding periodic public meetings,
presentations, and providing appropriate media information throughout.
Task 4:
Review and Adoption
Deliverables &
Du ration
. Deliverables: Town
hall meeting
presentation and
final UDC
. Duration - 3 mos.
Task Activities
1. Facilitate final review and acceptance by the Advisory Group.
2. Conduct additional town hall meeting to present the draft proposed UDC
and to accept public input.
3. Lead a joint workshop with the Zoning Advisory Commission and City
Council to comprehensively review of the draft code and to identify
modifications.
4. Attend and facilitate public hearing(s) before the Zoning Advisory
Commission.
5. Attend City Council public hearing(s) and facilitate discussion toward
preparation of a final proposed ordinance for consideration and adoption.
6. Prepare final adopted regulations for delivery to the City in hard-copy and
electronic form.
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page 55-9
LANE KENDIG, INC.
<rJ
OJ
u
c::
'"
c::
:e
....
o
c::
o
"Vi
">
OJ "_
- "0
= on '"
"0 ;:l ~
OJ (f) 0
'5-0-
(f) c:: OJ'
- '" :::
<.J 00 0-
"~c:: ;:l
o "2 on
... 0 :::
ll.. N Cl
"0 ...... ......
~ 0 0
o OJ ~
~..... .-
o '" U
... "0
ll.. 0..
::J
OJ
:>
"Vi
c::
OJ
..<::
2:
0..
E
o
u
II -= I
. nl
- f-
... - f-
.....
- f-
R
. I I
I I -
U - -
N - -
.....
-
U.
-
U. U
0
.....
- -
U - -
- -
- -
r-- I
00
0 D .
-
. - D
-
. -
'"
0 D
- n
-
. -
n
. f- -
... f- -
0 . D
f- -
. . f- - D
f- -
f- -
f- -
N f- -
0 . .
f- -
leoe .-= r-- -
- r-- - D
- '- -
rJ) S!~gS!~gUglt~~51~I!!~~iJi3iJiJ"'~"'~~~i
~ ii~"ii~""" ~ I ro~uul'!>l'! I .
a: 1a: "8~ . €. €€" ". "
rJ) iila: I! I! ~ I! rorororo ~~E
(lj E~ ~llE~E- 'g'6i 'g " ""];;;E~= 1~
~ ~~~~j~';;'gj~l~i .m", ~~~~~!~~2)t~
,,-\.0 ~\.O,s8 ~ '3~~ 8~~~"~=~!
~S!~5~O a ~ ~F"8"" II!
111~lli!I!~! i ) 11~11~=iYI ~
'g~~:g~~~~jz\! I ~ 8~~~~~~ I ~E ~
~~i8~ia~ ]i~~~j ~ ~ I
'0" ~~~8 ~ ~ ol:~~ ~ ~
~~ ~i~~ ~Y.1ij ] ~
<( ~ol:Jil ~a~ ~ ~
. li
<rJ
OJ
u
c::
'"
c::
:e
....
o
c::
o
'Vi
'>
~ :.a
= on '"
"0 ;:l ~
OJ (f) 0
'5 "'0 -
(f) c:: OJ'
- '" :::
<.J 00 0-
,~c:: ;:l
o .,..... ..D
... c:: :::
ll.. ~ Cl
"0 ...... ......
~ 0 0
o OJ ~
~..... .-
o '" U
... "0
ll..5
OJ
:>
'Vi
c::
OJ
..<::
2:
0..
E
o
u
II -= I
. nl
fo- f-
... - f-
.....
- f-
R
. I I
I I -
U - -
N - -
.....
-
U.
-
U. U
0
.....
- -
U - -
- -
- -
r-- I
00
0 D .
-
. - D
-
. -
'"
0 D
- n
-
. -
n
. f- -
... f- -
0 . D
f- -
. . f- - D
f- -
f- -
f- -
N f- -
0 . .
f- -
leoe .-= r-- -
- r-- - D
- '- -
rJ) S!~gS!~gugl~~~51jl!!~~iJi3iJiJ"'~"'~~~i
~ ii~"ii~""" ~ I IU~UUl'!>l'! I -
rJ) a: ., a: iil ~ 8 ~ - I! I! I! ~ro ~ ~ " ~ ~E "
(lj E~~~llE~Ejl'g'6i~~'g "~""];;;E~= 1~
~ ~.lig~~go'gj~~~i --'" ~ ~~~E~~2'2t~
:ti:€e .&e~8 ~ '3~e 1!~a:~ 11" !8
32~~~~~B "Ea ~ ~ o~~58":g~ I~
1~'g~I~i~~2''3 i 1! 11~~~~~fgi ~
~o ,," ~ -- ~~E ~ ~ -
a ~ s " ~ i "g z\! I - 8 ~ ~ ~ 1 ~ ~ I I!
-5~~8~~i~j ~ ]!!i~~j ~~ ~!!
~i! 11~~~ ~ ~~~~I ~ ~ I
~~ ~i~~ ~Y.1ij ] ~
<( 8ol:Jil 8a~ ~ ~
. li
'"
~
Co
'"
Co
.....
-0
,..
o
c::
o
.....
Vl
.;;
(U ~
~ v '"
"O.g~
QJ tfl .s
-5-0 -
tfl c:: Q)
_ '" ;:l
<.J tlO 0-
<ll Co ;:l
.0 .c. .P
.. 0 ;:l
p..NO
"'d~O
~ 0 __
.
o ·
.
.
o
.
.
.
<t>
OJ
U
C
'"
c
:a
....
o
c
o
.....
<t>
.....
>
~;;
::s .0 '"
"0 ::s ~
OJUlO
"fj"t;j-
~ ~ ~
u bO 0-
.2!.. c ::s
o .2 .0
.... 0 ::s
p.. N Cl
"0 ...... ......
~ 0 0
o OJ ~
~ m .U....
o "0
.... 0-
p.. ;:J
!"
II . -=
-
"" -
,..;
-
.
r..:I f-
N -
.....
-
u. -
~ ~ ,3 Ii:!!! !!B
.. ~ ~":. ,
. - - - -
0 - -
.....
;- -
U
I-
-
,-
00
0 0 .
.
'" .
0 0
;-
-
. -
n
. - r-
C!: . - f-
- f-
- - - >-
'"
OJ
u
~
C
.~
-0
....
o
c
o
.~
'"
......
~ .~
;; -0 ~
-o.g~
III <J) 0
-5-0-
<J) ~ oJ
'tj 00 g
.~.S ..0
o c:: ::l
... 0 0
~N
~.......o
~ 0 >-
~ .2i ,:!:;"
o ·
.
o
.
.
~ .
'"
~
~
c
:B
....
o
S
......
'"
.~
eu .~
;; -0 ~
..;l.g~
III <J) 0
-5 -0 -,
<J) ~ ~
'tj Illl 'g
.~.S p
o c:: ::l
... 0 0
~N~
III .... 0
_ 0 _
o
.
o
.
.
.
~
1
o
5
'.~
-a1'] ..
~ ~
"'~
f./'J ~ ~
'll 6-
.!!..~ .&
~~e
1~"5
i~
3'
\
l>.
%
u
~ -
.., ",1
%.s~
jl
.._~
,...
Project Budget
We are pleased to submit the following Project Budget to fadlitate the process of preparing the City of
Dubuque Comprehensive Zoning and Subdivision Ordinance Revision Project. This Project Budget
provides our estimate of the personnel days and project costs for preparing the development code
services described in our proposal, which may serve as a basis for negotiation of a contractual agreement
for the proposed project. It reflects the estimate of person days required to accomplish each of the tasks
outlined in our proposed work tasks. It also reflects the percent of time to be devoted to this project by
our key personnel. The total project cost for the basic services described by our proposed work tasks is a
maximum not-to-exceed amount of $122,760. This fee amount includes all costs assodated with direct
labor and expenses, overhead, profit.
The proposal provided below is based upon our current understanding of the project as expressed in the
City's RFP and conversations with City staff. It is negotiable depending on the actual scope of work and
time schedule developed for the project by the City and Lane Kendig. inc. We are prepared to review our
estimate of personnel days and costs in detail with the City and to make any refinements and adjustments
needed to accomplish the projecl We are prepared to coordinate with the City to make necessary and
mutually agreeable adjustments to bring the estimated hours and costs within the City's available budget.
Lane Kendig. inc. is highly interested in this opportunity to assist the City of Dubuque in ~ging its
future development and creating its desired community character.
,...
Itemized Project Budget
Comprehensive Zoning and Subdivision Ordinance Revisions
Dubuque, Iowa
Key Pe.....n..
110.
Hourly Rate
Dolly Rate
LANE KENDIG. 1He.
Kim Mickelson Brei. Kent Lane Kendig Mac Birch Kanln
$13S $13S $1SO 100
$1.080 $1.080 $1.200 $800 $720
'[!,i;Ji.I0','r;;,:;;;~1l;;~l;,~I~i\>1' ''''TdIil''
10 3 2 . 2
5 2 2 6 2 11
15 5 3 1 3 33
10 5 1 10 2 28
40 15 8 29 9 101
40% 15% 8% 29% 9% 100%
$10.800 53.240 $2.400 $1.200 $2.400
55.400 $2.180 $2,400 $1.200 $2.400
$1.,200 55.400 $3.600 $8.400 $3,800
$10,800 $5,400 $1,200 $12,000 $2.400
Task 1 ,. lnbTnatior'l and Input
Task 2 - Code CrItique 8nd Outline
1'...3- CGdOon.liiiog
Task .f- R.fi.A,8'!' and Adoption
Peraon ,0.\'8
Percent Days.
Fixed F.. P d Bud t
Task 1, - Ini:lrrnatlon and Inprt
Task 2 - Code Critique and Outline
Task 3- Code Ooa1l'ng .
Task 4. - ReNew and Adoption
..-.
Dubuque, Iowa Update of Zoning and Subdivision Ordinances
Page PB-l