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Washington Neighborhood Visioning ConsultantTH6 CTCY OF DUB ~ E Masterpiece orz fihe Mississippi MEMORANDUM May 29, 2007 TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: Washington Neighborhood Visioning Consultant A request for Proposals was issued to find a consultant to conduct a visioning process for the Washington Neighborhood. Two responses were received, one from MSA Professionals and one from CLUE Group. A review committee consisting of Public Health Specialist Mary Rose Corrigan, Human Rights Director Kelly Larson, Neighborhood Development Specialist Jerelyn O'Connor, Planning Services Manager Laura Carstens and Housing and Community Development Department Director David Harris interviewed the two consulting firms. Housing and Community Development Director David Harris and the Review Committee recommend City Council approval of the selection of MSA Professionals to conduct the Washington Neighborhood visioning process in the amount of $10,292. This exceeds the current budget by $5,292, however, there is a Fiscal Year 2008 budget of $25,000 to aid in developing a Washington Neighborhood Comprehensive Plan that will provide this additional funding. I concur with the recommendation and respectfully request Mayor and City Council approval. Michael C. Van Milligen MCVM/jh Attachment cc: Barry Lindahl, City Attorney Cindy Steinhauser, Assistant City Manager David Harris, Housing and Community Development Department Director THE CITY OF DUB E MEMORANDUM Masterpiece on the Mississippi 17 May 07 To: Micha n Milligen, City Manager ,: , From: David n'is, Housing and Community Development Department Re: Washington Neighborhood Visioning Consultant Introduction The purpose of this memorandum is to request the City Council's approval of a consultant to conduct a visioning process for the Washington Neighborhood. Discussion The Council approved a request for proposals for this project at its 19 February meeting. The RFP was published and packets were sent to a number of local individuals and agencies, including: ECIA, MSA Professionals, County Extension and Dubuque Main Street. In addition, the proposal was sent to the Community Land Use and Economics (CLUE) Group, the Northwest Area Foundation, the Rocky Mountain Institute and the University of Iowa Institute of Public Affairs. Responses were received only from MSA and the CLUE Group. This latter firm, from Boston, is currently under contract with the Housing Department to assess downtown housing redevelopment opportunities -part of our Downtown Plan implementation process. A review committee consisting of Mary Rose Corrigan, Kelly Larson, Jerelyn O'Connor, Laura Carstens and David Harris interviewed the two consulting firms. CLUE submitted two proposals, one including a single community planning session; and another with an initial site visit and interviews, followed by a two-day workshop. The costs are $5000 and $15 975, respectively. The MSA proposal is a partnership between the Madison MSA office and County Extension. The project team includes David Boyd, Senior Planner in the Madison office; Bev Berna, Extension Families Specialist for Dubuque and Maquoketa Counties; and Daryl Hansen, Extension Education Director for Delaware County. MSA-Extension proposed a series of four community planning sessions; and included neighborhood walking tours and `assignments' for committee members to familiarize themselves with the area. The cost for this proposal is $10 292 (including reimbursables.) The review committee members felt that both firms were highly qualified and capable of delivering a fine product. The unanimous recommendation is for the MSA-Extension partnership, for reasons including the following: Bev Berna has worked extensively in the Washington area, both through the AmeriCorps Program and the Multicultural Family Center. Daryl Hansen conducted a series of leadership training workshops with WNA board members a year ago. Both individuals have a good working knowledge of the dynamics of this neighborhood. Asa `local' consultant (rather than from Boston), we felt that the essential relationship that must be developed between the professionals and the neighborhood participants -for the success of the visioning project -would more easily be achieved. The principals will be accessible, facilitating contact and communication. Their proposal contained more `grass roots'-type ideas for interaction, such as the walking tours and providing disposable cameras to participants as `homework assignments' to document neighborhood conditions. In contrast, CLUE proposed an on-line survey questionnaire as a principle means of data collection from residents. Recommendation The recommendation is to offer the consulting contract to MSA. However, the cost is an issue. A budget was authorized based on a $5000 estimate. This means that both the MSA and the more extensive CLUE proposal significantly exceed our budget. Only the one-meeting CLUE proposal meets the $5000 (imitation. Approving this recommendation will require authorization of an additional $5292. cc: Review committee members PROPOSAL FOR City of Dubuque Washington Neighborhood Visioning Facilitation April 11, 2007 Tti~ cT~~ car 1 Dui MSA uxrriruK m~uro~u~•uuwreru oMtaM(ni- tNrwaxwnr~t ~~ MSA acev~cas nwnoeuaox. evwcrni wmawvr•nrwwaeraru April 11, 2007 David Harris, Director Housing & Community Development Department, 1805 Central Avenue Dubuque, Iowa 52001 Re: Request for Proposals Washington Neighborhood Visioning Facilitation Dear David: For those of us who work in the community development realm every day brings new challenges. With experience, we begin to understand that every neighborhood in every city is different. We learn that what worked here may not work over there. We strive to understand the forces at work, to identify the levers that will evoke positive community change, and we labor to locate the leadership and resources essential to creating vibrant, enduring communities. We understand that we must simultaneously manage physical, social, and economic variables in order to be successful in our efforts. It is therefore my pleasure to present a proposal to conduct the Washington Neighborhood Visioning process that reflects a unique, collaborative effort between staff from MSA Professional Services and the Iowa State University Extension. Our team brings together professionals with expertise in managing the physical, social, and economic elements of successful community development programs. In fact, City officials, neighborhood leaders and many residents are already familiar with our collective skills and with many of our efforts. Our proposed scope of services and budget appear on the following pages. However, we recognize that the nature of this project requires a flexible and nimble approach and, in fact, we embrace the idea of working collaboratively and interactively with the City Staff and key community stakeholders to design a program that will reflect the unique needs and character of the Washington Neighborhood area. We look forward to discussing our capabilities and approach further. If you have questions or desire additional information, please feel free to call me at 1-800-446-0679 (or via a-mail at DBo~d(a~msa- s.com). We look forward to the meeting with you and to assisting with this exciting project. Sincerely, MSA Profes ~ al Sergi Davi oyd, FAICP Cover logo courtesy of: City of Dubuque PROJECT UNDERSTANDING ' • • SERVICES Dubuque is a community in possession of many assets -access to the Mississippi River, a business district that is economically viable, a solid mix of historic and new architecture, solid evidence of reinvestment in business and structures, and an engaged and active group of "champions" who represent the Public, Private, and Civic sectors of the community. Despite these assets, there are areas of Dubuque that face significant challenges. The Washington Neighborhood is one of these areas. The neighborhood contains over 300 single- family homes, nearly half of which were built before World War II. There are approximately 150 duplexes (an inordinate number when compared to the number ofsingle-family homes) that have been carved out of the single-family structures. The average assessed valuation for single-family homes less than half of the Citywide value for comparable homes. Income levels represent some of the lowest in the City with nearly 70% of the households eaming less than 80% of the median area income. As a result, homeownership levels are at a disconcerting low of 30%. The area is rife with racial, cultural and ethnic diversity, with Black, Hispanic, and a growing number of Pacific Islanders included among the residents. There is some evidence of growing tensions between these groups. There are also signs of renewal. There is a variety of community "assets" present in the neighborhood: active churches, the multi-cultural center, schools and small businesses. The Casket Company renovations are complete and its new residential units are leasing. There is a new neighborhood association that is cultivating new grassroots leadership within the community. The City and local financial institutions have focused their energies -and their capital resources on the neighborhood. There are physical signs of reinvestment in housing and small business present in the neighborhood. In true Dubuque fashion, the City has been working diligently to revive this area as a historic, walkable neighborhood that has a range of housing opportunities, tenure, and mix of incomes. We applaud the efforts of the community's leaders who have worked to develop agrass-roots approach to solving these challenges. These "homegrown" solutions are often superior to grand visions concocted by some outside experts if for no other reason than the community "owns" the answers, and are thus highly motivated to see these solutions brought to life. We see our role as helping the community to articulate and implement the ideas that are already percolating within the community. At MSA we pride ourselves on our ability to craft new and creative approaches to complex planning projects. We recognize that every client and every community are unique -and that "cookie-cutter" approaches simply are not acceptable if our goal is to "help clients succeed". We rely on the collective experience of our own staff, our clients and community stakeholders to guide our efforts to create a "customized" approach to community planning projects. Our team will plan with the Washington Neighborhood stakeholder, not for them. Because of MSA's longstanding relationship with the City of Dubuque, and because of ISU's current presence and profile as community-builders working within the neighborhood, we have an intimate familiarity that will help to expedite the project while helping to keep production costs to a minimum. . ® MSA Professional Services, Inc. G:\projaa\MAR[CETAIG (99)\Proposals 200TPLANNERS\Dubuquq IA\Weshiag[oa Vuioniug\Dobuque.proposa12c07-04-1 l.doc MSA PROPOSED SCOPE OF SERVICES In accordance with the Request for Proposals, we are proposing atwo-prong approach to this project. We understand the cost limitations of the project and acknowledge that the primary purpose of the project is to serve as a precursor to the development of a more detailed Neighborhood Plan that is implementation-oriented. The objective of our work is to develop - one or more "strategic vision scenarios" that represent the range of future possibilities. TASK 1-Community Engagement We plan to conduct a series of four meetings, each featuring a structured facilitation approach: / Meeting 1: "Where We Stand" -The purpose of this meeting is to serve as a project kick-off, and it will include appropriate "ice breaker" activities to help the participants get to know each other and to idenfify some common bonds within the community. We plan to use our Chrono-Wall and other facilitative exercises. In addition, we anticipate that the City Staff will be able to provide detailed information (presentations) regarding the extensive mapping and demographic analyses they have conducted. Participants will be provided with a "homework" assignrnent at the - -. conclusion of the meeting. / Meeting 2: "What We See" -The "homework" mentioned above will provide the topic of discussion for this meeting. We utilize a Photo- Visioning process whereby participants are provided with disposable cameras and a log sheet that includes "assets" and "liabilities". Participants are asked to collect images within the neighborhood (or elsewhere) and return the cameras to MSA (postage-paid). These photos and the logs then form the basis for a group discussion that results in a "theming" exercise. Photo sites are logged on a map for further review (clustering, etc.). / Meeting 3: "Making Life Better" -This meeting features a walking tour of the neighborhood. Participants may be divided into smaller groups that can be focused on topics (e.g., retail opportunities, multi-family housing, recreational areas, etc.) and/or geographic sub-areas. A skilled facilitator joins the group in a "walkabout" where participants are asked to generate specific ideas based on their respective findings. The group re-assembles for brief plenary presentation by each group. / Meeting 4: "Making Choices" -The fourth meeting is focused on discussions about potential scenarios (developed between meetings by the consultant team). Participants are asked to discuss the pro's and con's of each scenario using a "deliberative choice" model. The fmal results are presented as part of the final report. While the budget does not include separate web hosting, we suggest that a project web site be created (one can be provided as a project "add-on" if desired). Materials prepared by the consultant team will be made available in an electronic format if the City (or other agency) desires to host the web site. TASK 2 -Report Preparation The results of the workshops will be compiled into a concise report that summarizes the recommendations of the planning process (i.e., community engagement tasks). The report will be organized so as to include any graphic products (photos, renderings, maps, etc) prepared as a result of the walkabouts and visioning exercises. Recommendations, based on findings and discussions, will be organized into avision-strategy-action format. The consultant will provide 20 copies of the final document and electronic formats (suitable for web site use). ® MSA P[ofessioaal Services, Inc. G:1p jec¢\MARKETAIG (99)\Proposels 200N~LANNfiRS\Dubuque, lA\Washing[ou Visiouiug\Dubuque_proposa12007-04-11.doc MSA ~9:Z~lyxYal[U. I_\~ S E R V . PROJECT SCHEDULE We anticipate that the project will take approximately four to six months to complete (i.e., it may be desirable to extend the summer schedule due to possible vacation schedule conflicts). We propose that the four Task 1 events occur on a monthly basis, commencing immediately after the notice to proceed is issued. A suggested schedule is as follows: May 9 -Meeting 1 June 14 -Meeting 2 July 12 -Meeting 3 August 9 -Meeting 4 September 6 -Report Presented to City PROPOSED FEE As per the RFP instructions, a detailing of the budget proposal by task, personnel, hours and direct cost is provided as a separate attachment. PROJECT TEAM MSA Professional Services, Inc. will team staff from the Iowa State University Extension to best serve the City of Dubuque for this project. MSA will act as the lead consultant, with ISUE as their sub-consultant. All participants have indicated their ability to incorporate this project into their current workload. Detailed resumes appear in the following section. David S. Boyd, FAICP, will serve as the Project Manager for this effort. David has over twenty years of experience in the community-planning arena with fourteen years of experience as a lead facilitator/mediator and process designer. In recognition of his contributions to the field of planning and citizen engagement, he has been inducted as a member of the College of Fellows of the American Institute of Certified Planners, an honor that has been bestowed on approximately 350 professional planners internationally. MSA Professional Services, Inc - David S. Boyd, FAICP -Project Manager/Lead Facilitator Andrew D. Bremer, AICP -Project Planner/Facilitator Heather Stouder -Project Planner/Facilitator Jason Valerius, AICP -Urban Designer Stephen Tremlett -Urban Designer Iowa State University Extension: Darrell Hanson -Project Advisor/Facilitator Beverly Bema -Project Advisor/Facilitator ®MSA Professional Services, Inc. G:\p jec~\AfAHICETAIG (99)1Proposals 200TPLA*INERS\Dubuque, IA1Wulungton Visioning\Duhuqueyroposa12007-04-11.doc PROJECT TEAM DAVID S. BOYD, FAICP POSITION TEAM LEADER /SENIOR PLANNER AREAS OF EXPERTISE • Public Involvement • Strategic Planning • Economic Development '• • SERVICES EXPERIENCE Mr. Boyd was hired as a Senior Planner at MSA in June of 2003. He has over twenty years of community planning and public administration experience in public, non-profit, and academic settings. His experiences include serving on a variety local planning & zoning bodies, statewide committees, and as a municipal elected official. He has published over a dozen planning-related articles and has made over fifty presentations at national, state, and regional events. He has over fifteen years of experience as a community facilitator and mediator. At MSA, David serves as a Senior Planner/Project Manager responsible for conducting a variety of planning projects for public and private sector clients. Other pertinent experience include: * Director of Citizen Engagement, FOCUS St. Louis, St. Louis, Missouri * Director of Planning, Information & Environmental Services, East-West Gateway Coordinating Council, St. Louis, Missouri * Executive Director, Ithaca-Tompkins County Transportation Council, Ithaca, New York * Planning Manager, Lafayette Areawide Planning Commission, Lafayette, Louisiana * Transportation Planning Analyst, North Central Texas Council of Governments, Arlington, Texas SELECTED PROJECT EXPERIENCE • Strategic Economic Planning Process, Boscobel, WI • Strategic Leadership Workshop, Belleville, WI • Neighborhood Revitalization Strategies, Beloit, WI • Downtown Revitalization Strategy, Cross Plains, WI • Long-Range Community Vision, Franklin, WI • Wellston Community Support Association Strategic Plan, Wellston, MO • Dutchtown South Neighborhood Association Strategic Plan, St. Louis, MO • U.S. EPA Listening Tour, St. Louis, MO EDUCATION M.S., City and Regional Planning/Economic Development University ofTexas-Arlington B.A., Political Science University of Wisconsin B.A., American Urban History University of Wisconsin PROFESSIONAL AFFILIATION American Institute of Certified Planners, US, #8075 College of Fellows, American Planning Institute of Certified Planners, May 2006 International Economic Development Council ®M$t1 ProPe55ioaal $eNiCeS, InC. G:~prgec¢1MARKE'I'p,7G (99)~Proposels 200TPLANNERS~Dubuque, ]A1Washington Visiooing~Dubuqueyroposa12007-04-I I.doc 128 DELHI ROAD MANCHESTER IA 52057 PHONE 5G3-927-4201 (OFFICE) 5G3-927-5278 (HOME) E-MAIL djhanson@iowatelecom.net (HOME) DARRELL HANSON EMPLOYMENT 1996 -Present Iowa State University Extension County Extension Education Director ^ Manage office with four employees, $320,000 operating budget, and additional $1,100,000 in agency funds ^ Work with County Extension Council to develop, coordinate, and market Iowa State University's Extension program for Delaware Countt- 1995 Iowa Northland Regional Council of Governments, Waterloo IA Senior Director of Transportation and Economic Development ^ Worked with local governments and organizations in six-county region to assist economic development and transportation projects ^ Conducted research and statistical analysis on a wide variety of economic and demographic subjects ^ Supervised I1~TRCOG transportation planning staff and pro~rided staff support for a variety of intergovernmental councils and commissions ^ Managed internship program ^ Wrote applications for federal and state grants for economic development, road construction, and airport improvements; administered grants received under those programs 1979 -1994 Iowa House of Representatives Des Moines IA State Kepresentative ^ Chair, Ways & Means Committee, 1993-94 Assistant House Minority Leader, 1990-92 • Ranking Minority Member, State Government Committee, 1989-90 • Ranking Minority Member, Economic Development Committee, 1985-88 1991-1994 University of Northern Iowa Cedar Falls IA Adjunct Instructor (Political Science 1991-1993 Upper Iowa University Fayette IA Adjunct Instructor (Economics 'American History) ® MSA Professional SeR~ces, Inc. G:~projects~MARKEI'ING (99)~Proposals 20oTPI.P,NNERS~Dubuque, IAlWashiugon VisionmglDulruqueyroposa120o7-04-11.1oc 1976 -1977 Iowa Senate Des Moines IA Research Analyst, Kepublican Caucus Staff ^ Researched legislation relating to taxation, school finance, land use legislation, and natural resources appropriations; prepared written and oral issue summaries for legislators EDUCATION 1989 -1991 University of Northern Iowa Cedar Falls IA M.A., Political Science; Additionalgraduate study in economics 1973 -1976 University of Iowa Iowa City IA B.G.S.; Teaching Certificate (Secondary Social Studies) ^ Graduated "With High Distinction" 1972 -1973 University of Kansas Lawrence KS 1969 -1972 Central Community High School Elkader IA ^ Graduated With Honors ORGANIZATIONS, COMMUNITY SERVICE, AND AWARDS Environmental Protection Commission, Iowa Department of Natural Resources, 2000-present ^ Commission Chair, 2004-2006; Vice-chair, 2003-04 ^ Appointed by Governor Vilsack and confirmed unanimously by Iowa Senate; currently serving third term as Conunissioner ^ Duties include approving DNR environmental policy and rules, deciding appeals in contested cases on matters relating to DNR enforcement actions, approving DNR budget request for environmental protection programs relating to environmental protection, energy policy, geological resources, administrative services, and the office of the DNR director, approving hazardous waste disposal site licenses Manchester City Council, 2003-present Delaware County Economic Development Commission, 2004-present ^ Curxently serving as DCED treasurer Chair, Manchester Enterprise Zone Commission, 2001-present ®NLSA Professional services, Inc. G:~rojec[sVv1ARKETAIG (99)\Proposels 20071PLANNERS\Dubuque, IA\Washingou Visioning\Dubuqueyroposa12007-04-i l.doc Manchester Tax Increment Financing Committee, 2003- present Iowa Environmental Council Board of Directors, 1994-2004 ^ Vice President, 1997 - 1998 Council Member, Northeast Iowa Synod Council, Evangelical Lutheran Church In America, 1998 - 2002 Board of Directors, Manchester Area Chamber of Commerce, 1997-1999 Board of Adjustment, City of Manchester, 1996 - 2001 Congregation Council, First Lutheran Church of Manchester ^ Congregation President, 1998 -1999 ^ Council Member, 1997 - 1999 Chair, Manchester Local Access Cable Television Committee, 1997 -present Delaware County Friend of Agriculture Award, 2002 Manchester Distinguished Service Award, 2001 Professional Developers of Iowa Legislative Committee, 1995 1987 Recipient, European Community Visitors' Programme Study Grant ^ Studied U.S.-European foreign trade issues and groundwater protection policy in European Communit<> member nations American Council of Young Political Leaders exchange mission to Japan, 1994 ^ Studied U.S. Japanese trade issues, and Japanese politics, economy, and culture President, Lutheran Brotherhood I.V.Y. Fraternal Branch, 1984 -1988 Board of Directors, Children & Families of Iowa (formerly Iowa Children's and Family Services), 1979 -1984 ® MSA Professional Services, Inc. G:\projecaVvIARICETiNG (99)\Proposals 200TPI.ANNERS\pubuque, IA\Washingon Visioning\Dubuqueymposa12007-04-1 t.doc BEVERLY BERNA 220 .TULIEN DUBUQUE DRIVE DUBUQUE, IOWA 52003 Employment Extension Families Specialist IOWA STATE UNIVERSITY AMES, IOWA EXTENSION EDUCATION DIRECTOR DUBUQUE COUNTY EXTENSION DUBUQUE, IOWA EXTENSION HOME ECONOMIST & EXPANDED FOOD AND NUTRITION SUPERVISOR DUBUQUE 8L JACKSON COUNTY EXTENSION DUBUQUE & MAQUOKETA, IOWA Education Masters in Education Administration & Counseling Loras College Dubuque, Iowa BACHELORS OF SCIENCE IN EDUCATION Iowa State University Ames, Iowa Professional Epsilon Sigma Phi Affiliations Iowa State University Extension Association National Extension Association of Family & Consumer Sciences Recognition National Distinguished Extension Service Award - 1982 Iowa State University Extension Achievement Award -1984 Iowa State University Extension State Mid-Career Award -1988 Dubuque Community Leadership Institute Award -1990 Iowa State University Extension State Team Award -1992 Epsilon Sigma Phi Meritorious Service Award -1994 Iowa Governor's Volunteer Recognition -1998 Iowa State University Extension Meritorious Service Award - 2006 Family Husband -Jerry Adult Children -Jason & l~Ticole Berna Lisa & Justin Bergeson Sarah Berna Grandchild -James David Berna ®MSA Professional Services, InC. G:\projacts\MARKETING (99)\Pr¢posals 200TPLANNERS\D¢buquq IA\Washi¢gt¢n Vi.9¢¢mg\D¢buq¢e~roposa1 2007-04-/1.doc ANDREW D. BREMER, AICP POSITION PLANNER AREAS OF EXPERTISE • Comprehensive Planning • Community Development • Public Participation EXPERIENCE ' • • SERVICES Mr. Bremer joined the MSA planning team in May of 2006. He has over 5 years of community planning and geographic information systems (GIS) project management experience. His experience includes comprehensive planning, project management, GIS database management, grant applications, and working with local officials and the public to address community-planning issues. Prior to joining MSA, Andrew worked for the Southwestern Wisconsin Regional Planning Commission assisting on comprehensive planning projects in Green and Richland County. He also managed the GIS Department, including GIS database management and the creation of maps and data for use in planning projects. He gained experience in organizing and conducting public meetings along with preparing, analyzing, and presenting data for planning projects and meetings. SELECTED PROJECT EXPERIENCE • Comprehensive Plans (21 jurisdictions), Green County, WI • Comprehensive Plans (20 jurisdictions), Richland County, WI • Comprehensive Economic Development Strategy Report (`O5, `06) SWWRPC, WI • Traffic Safety Analysis Richland County, WI • Landfill Redevelopment, Wauwatosa, WI • Metropolitan Milwaukee Association of Commerce -Entrepreneur Improvement Study • Milwaukee County Health Department -West Nile Prevention Report • Milwaukee Metropolitan Sewer Department - Stormwater Management Report • Industrial Park Web Site Development, New Berlin, WI • Recreational Trail Planning, WHER Nature Center, WI • Community Garden Zoning Report & Amendment, Milwaukee, WI • Survey & Market Analysis Instruction, UW-Milwaukee • City Tree Inventory & Evaluation, Lake Geneva, WI • Community Utilities Inventory & Evaluation, Lake Geneva, WI EDUCATION M.S., Urban Planning/GIS University of Wisconsin-Milwaukee B.S., Natural Resources University of Wisconsin-Madison Certificate in Public Participation, International Association of Public Participation PROFESSIONAL AFFILIATION American Institute of Certified Planners American Planning Association, Wisconsin Chapter International Association of Public Participation Project Management Institute ®MSA Professional Services, Inc. G:\proj«a\MARICETING (99)\Proposals 200TPLANNFRS\Dubuque, IA1Wazbingtm Visioniog\Dubuqueyroposa( 2007-0a-1 l.doc JASON J. VALERIUS, AICP POSITION PLANNER/URBAN DESIGNER AREAS OF EXPERTISE • Comprehensive Planning • Urban Redevelopment • Urban Design ' • • SERVICES EXPERIENCE Mr. Valerius joined the MSA planning team in January of 2005. He has over six years of community planning and design experience in public, non-profit, and academic settings. His experiences include serving on a local planning body, participation in a variety of urban redevelopment design projects, and involvement with comprehensive planning projects in Wisconsin and Illinois. Prior to joining MSA, Jason worked with the Southwestern Wisconsin Regional Planning Commission contributing to comprehensive plans in Green County and Richland County. He also served as a volunteer with the Urban Open Space Foundation to identify opportunities for enhancing Madison's East Rail Comdor. While working towazd masters' degrees in architecture and planning at the University of Wisconsin-Milwaukee (2000-2004), Jason also worked as an independent consultant, providing economic impact analysis, policy review, and urban design expertise to a variety of clients. SELECTED PROJECT EXPERIENCE • Tourism-related Economic Impact Study, Adams County, WI • Black Hawk Fields (Heffron Company, Inc.), Roxbury, WI • Downtown Design Guidelines, Sauk City, WI • Multi-Family Residential Design Guidelines, La Crosse, WI • Downtown Revitalization Plan, Village of Cross Plains, WI • Pedestrian Environment Analysis for Kinnickinnic Avenue, Bay View Business Association, Milwaukee, WI • Comprehensive Plan, Village of Waunakee, WI • Comprehensive Plan, Village of Stockton, IL • Comprehensive Plan, Village of Elizabeth, IL • Comprehensive Plan, Village of Cross Plains, WI • Richland County -Comprehensive Plans (21 jurisdictions), Richland County, WI • Green County -Comprehensive Plans (22 jurisdictions), Green County, WI EDUCATION M.S., Architecture University of Wisconsin-Milwaukee M.S., Urban Planning University of Wisconsin-Milwaukee B.A., GovernmentlPsychology Lawrence University-Appleton, Wisconsin PROFESSIONAL AFFILIATION American Institute of Certified Planners American Planning Association International Association for Public Participation ®MSA Professional Services, Inc. G:lprojects\MAIt[CETWG (99)\Proposals 200TPLANNERS\Dubuque, IA\Washington Visioning\Dubuqueyroposa12007f1411.doc ' • • SERVICES STEPHEN M. TREMLETT POSITION ASSOCIATE PLANNER AREAS OF EXPERTISE • Comprehensive Planning • Urban Redevelopment • Urban Design EXPERIENCE Mr. Tremlett joined the MSA planning team in March of 2007. He has over 3 years of planning experience in an academic setting. His experience includes urban redevelopment and architectural building design using a variety of 2-D applications (AutoCAD, Photoshop, etc.) and 3-D modeling techniques (computer-aided, perspective, and physical modeling). Prior to joining MSA, Steve attended UW-Milwaukee's Planning and Architecture joint degree program where he created redevelopment plans for projects throughout the Milwaukee area. Steve's architectural design background includes emphases in mixed-use buildings and green building design. PROJECT EXPERIENCE • Town of Merrimac, WI- Water's Edge Development (2007) • City of Mequon, WI- 2030 Bike Plan (2007) • City of Waupun, Towns of Chester, Alto &Waupun, WI- Smart Growth Comprehensive Plans (2007) • City of Milwaukee, WI- Granville Station/Brown Deer Road Redevelopment (2007)* • City of Milwaukee, WI- Menomonee Valley/Layton Boulevard West Neighbors Pedestrian Linkage Project (2006)* • City of Milwaukee, WI- V.A. Grounds Redevelopment (2006)* • City of Milwaukee, WI-North & Fond du Lac Avenue Redevelopment (2005)* • City of Milwaukee, WI- Park East Redevelopment (2002)* * Graduate-level academic planning project EDUCATION Master of Architecture Master of Urban Planning University of Wisconsin-Milwaukee B.S., Architecture University ofWisconsin-Milwaukee PROFESSIONAL AFFILIATION American Planning Association, Wisconsin Chapter ®MSA Professions] Services, Inc. G:\projxcv\MARKETQJG (99)\Proposals 200TPLANNERS\Dubuque, IA1Washing[on Visiaoing\Dubuque~roposa12007-Oa-I l.doc '• • SERVICES PROJECT EXPERIENCE & REFERENCES PROJECT STRATEGIC LEADERSHIP WORKSHOP BELLEVILLE, WISCONSIN CHALLENGE The Village of Belleville is a rural community located in fast-growing Dane County, Wisconsin. The community is facing a number of critical choices regarding residential growth, commercial development, downtown revitalization, and community facilities and infrastructure. In addition, the community has recently experienced a significant change in political leadership and can expect to face further changes due to the future retirement of highly skilled key staff. Like all communities, Belleville must find ways to address these challenges while facing the reality of limited resources -both fiscal and human. All of these issues have the potential to adversely affect the high quality of life that helps make Belleville a highly desirable community. To their credit, the Village President and Board members recognized that now is the time to develop a strategic vision for the future of the community if they are to marshal their resources and steer the community in the right direction. As such, they asked MSA to conduct a Strategic Leadership Workshop and to offer third-party observations and make recommendations that will lead to strategic vision and blueprint for the future. SOLUTION MSA developed and implemented a daylong Strategic Leadership Workshop that was attended by thirty community leaders representing the Village Board, it's staff, boards and commissions, as well as local civic groups and businesses. In addition, newly elected officials participated, helping to smooth the transfer of power, and representatives from neighboring townships were invited to help further the interests of intergovernmental cooperation.. The workshop focused on helping participants to improve their interpersonal communication skills, while establishing a common framework of understanding about the past, present, and future of the community. The workshop culminated in the generation of a list of strategic issues and general priorities. This information was utilized by MSA to draft a "management memorandum." The memorandum recapped the workshop, identified key planning areas and issues, developed a strategic action plan, and provided a list of the "Top Ten Things the Village of Belleville Needs to Do". This insightful list, in conjunction with the strategic action plan, is intended to help the Village to decide on which actions should be done first. In the end, the benefits of the Strategic Leadership Workshop includes not only the strategic planning elements, but also the improved communication and emphasis on community-wide collaboration as a means of maintaining and enhancing the overall quality of life in the Village. Contact: Paul Ziehli, Village President Village of Belleville Phone: 608-424-3423 Project Manager: David S. Boyd, FAICP ®MSA Professional Services, Inc. G:\projects\MARKETAIG (99)\ProposaLs 2007\PLANNENS\Dubuque, IA\Washingron Visioning\Dubuqueyroposa12o07-0a-I l.dac '• • SERVICES PROJECT CRESTON IL -DOWNTOWN DESIGN VISION CRESTON, IL CHALLENGE The Creston Merchant's Association was concerned with the condition and appearance of their downtown district. Their wide streets and narrow sidewalks do not handle stormwater safely and provide few amenities for pedestrians. The Merchants Association wanted to create a vision for the future of the downtown so that it could better accommodate existing traffic and provides a more enjoyable experience for pedestrians who visit local shops. SOLUTION MSA conducted a 4-hour planning charrette with the Merchant's Association and a local economic development specialist. Through a walking tour and an image preference survey, the MSA team was able to determine the true wants, needs, and concerns of the local stakeholders. During the charrette, these goals were then translated into an achievable vision for the downtown district. The final design integrated plan and section renderings of their vision, and included wider sidewalks, bump-outs, street trees, new lamps, sidewalk cafes, benches, and planting areas. The Downtown Design Vision report described the planning process and provided cost estimates and funding options to help the client and Village leaders chart a course for implementing the vision. Main Street today Client: Village of Creston Contact: Eric DaCosta Phone: 815-384-3960 Project Manager: David S. Boyd, FAICP ® M$A Professional $eN1ces, Inc. G:\projec6VdARKETWG (99)lproposals 200TPLANNERS~Dubuque, IA\Washing[on VisioninglDubuque~roposal 2007Aa1 l.doc Walking tour of Creston MSA PROJECT LONG-RANGE VISIONING PROCESS FRANKLIN, WISCONSIN CHALLENGE The City of Franklin is approaching a critical crossroads in the community's development life cycle. In geographic terms, Franklin is the second largest city in Milwaukee County (just after the City of Milwaukee). It is one of the few cities in the greater Milwaukee region that has the physical area available to accommodate significant future growth of both commercial and residential areas. Like all growing areas, there are pressures and strains on the City to provide basic and enhanced services while working to maintain control over taxes. To their credit, the Mayor and City Council recognized that now is the time to develop a strategic vision for the future of the community if they are to marshal their resources and begin to steer the City in the right direction. As such, they asked MSA to study the community and to work with the City's lead elected leaders and senior staff to develop a strategic vision and blueprint for the future. SOLUTION MSA has developed and utilized the Integrated Consensus Process (ICP) as a model for helping groups to improve communication and to focus on solving key strategic issues. This seemingly simple approach has proven to be extremely powerful in its ability to quickly and efficiently assess the assets and liabilities that a community can build on - or must work to overcome. The ICP model combines the use of a personal interview process with a short workshop experience. Through the confidential interview process, we are able to "drill down" to reveal personal positions and interests, to identify key barriers to effective collaboration, and to discover strengths and hidden interests. The results of the interview process are used to create a management memorandum that identifies (without personal attribution) the key issues to be addressed in a group setting. The group workshop (usually a half or three-quarter day) is then held in a comfortable environment utilizing a structured facilitation technique. The results of the workshop are used as inputs to the vision statements that are drafted by the consultant for the city's use. At the same time, the workshop experience helps participants to improve interpersonal communication skills and enhances the capacity to undertake collaborative endeavors. The Integrated Consensus Process and underlying philosophical approach to this project are designed to provide amulti-faceted methodology that will support the City in the development of a Vision Statement that meets the City's high standards and addresses the full range of issues. ._ _ __ ___ Contact: Gary Petre, Director of Administration Jefferson County, WI Phone: 920-674-7101 Project Manager: David S. Boyd, FAICP ®MSA P[ofeSSional Services, Inc. G:\pr jec[s\MARKETAIG (99)1Proposals 20071PLANNERS\Dubuque, ]A\Wazhington Visiavug\Dubuqueyroposal 2007-0F1l.doc '• • SER V)CES PROJECT CITY MARKET ASSESSMENT and HOUSING MARKET ASSESSMENT MARSHFIELD, WI CHALLENGE: The City of Marshfield is facing several issues with regard to residential development. The demographic character of their population is changing, their economy is thriving, and they are experiencing the "leakage" of housing development to areas adjacent to, but outside of the City. The City of Marshfield and the Marshfield Area Chamber of Commerce and Industry recognized there are forces at work that will affect the long-term vitality of the community. As such, they asked MSA to study the community and offer strategic investment and development recommendations. SOLUTION: MSA developed an "enhanced market assessment" methodology that examined the community from demographic, socioeconomic, physical, and economic perspectives. A traditional market analysis tool was adapted to look at all age and economic cohorts across a wide spectrum of housing types in order to project short-, intermediate-, and long-term demand and supply figures. This information was supplemented by the use of a proactive public involvement strategy that utilized town hall meetings and an in-depth community leader interview process to help characterize existing and future conditions. An analysis of local property tax records was conducted in order to develop quantitative descriptions of residential property by classified by sub-type. The MSA planners then worked to identify potential development/re-development areas of the City based on the availability of residential land and public services (i.e., sewer and water). In conclusion, MSA made recommendations to the City that are useful in making capital programming decisions. This project included the compilation and production of a variety of maps depicting such items as age of residential structure, number of commercial (rental) units by structure, property value per square foot of living area, single-family residential structures by number of stories, and more through the use of ArcInfo/ArcView GIS, aerial photography interpretation, and raster scanning of various data sets. MSA utilized the City's CAD base parcels in the creation of this project in conjunction with property description files created by MSA to create these unique "snapshots" of the community's residential fabric. As a result of the report, the City decided to sell excess public property tied to the goal of developing reasonably priced workforce housing. Pictured, from left to right, are Anto Doneff, Property manager, Doneff Companies; Alice Franz, Realtor; Nice Doneff, President, Doneff builders; and Michael Meyers, Mayor. Client: City of Marshfield, Wisconsin Client Contact: Amber Miller, Director of Planning & Economic Development Client Phone: 715-486- 9139 Project Manager: David S. Boyd, FAICP ®MSA Professional Services, Inc. G:\projxnlMgRKETPIG (99)\Proposals 2007\PLANNERS\Dubuquq IA\Washingroa Visioning\Dubuque~mposal2007-04-1I.doc "• • SERVICES PROJECT GREAT RIVERS GREENWAY DISTRICT MASTERPLAN -CITIZEN ENGAGEMENT STRATEGY ST. LOUIS, MISSOURI *Individual experience by David S. Boyd, AICP CHALLENGE The Great Rivers Greenway, formerly known as the Metropolitan Park and Recreation District, was established in November 2000 by the successful passage of the Clean Water, Safe Parks and Community Trails Initiative ("Proposition C") in St. Louis City, St. Louis County and St. Charles County, Missouri. Great Rivers Greenway is funded by a 1/10th of 1- cent sales tax generating approximately $16 million per year. Covering an area of 1,216 square miles (roughly the size of Rhode Island), one of the first challenges facing the organization was to develop a comprehensive plan to guide the long-term capital investments. Such a plan needed to incorporate an enhanced citizen engagement strategy in order to assure widespread community support for the final plan. SOLUTION The Citizen Advisory Committee (CAC), which includes 40 members, was created to ensure that citizens of the St. Louis region were heard and their ideas were incorporated as one of the nation's largest park and recreation districts is developed. The CAC served in an advisory role with responsibilities that included: • Hosting a series of public sessions in local communities across the St. Louis region, working with experienced facilitators to help shape the projects that will comprise the fmal plan. • Facilitate ongoing, two-way communication between citizens in local communities and the Great Rivers Greenway. • Provide feedback on Great Rivers Greenway's large-scale projects to ensure they meet both regional objectives and local community desires. • Track local community feedback with MPRD and provide citizens with updates regarding how their input and ideas are being put to use. To accomplish this, the consultant team advised the Great Rivers Greenway staff on the overall design and implementation of the CAC process; facilitated and recorded meetings of the CAC and approximately 40 public sessions; and worked with the planning team to assure that information collected through the citizen engagement process was accurately translated into planning documents. Contact: Todd Antoine, Senior Planner Great Rivers Greenway (formerly the Metropolitan Park & Recreation District) Phone: 314-436-7009 __~ ®MSA Professional Services, Inc. G:\projects\MARICE7WG (99)\Proposals 200TP(,ANNER51Dubuquc, IA1Washingson Visioning\Dubuqueyroposai 2007-04-I l.doc City of Dubuque Washington Neighborhood Visioning MSA Professional Services Total Hours Total Cost Date: 11-A r-07 Senior<PlanneFlPM 1=xtension Faculty Pfaririer 1 Planner 2 -: , Adman ~1~l4,OQ $50.00 $74,00 =$58.00 : $35.00 Phase No Description Task No. Estimated Hours Estimated Hours Estimated Hours Estimated Hours Estimated Hours . 001 WORK TASK 1: COMMUNITY ENGAGEMENT 94 $6,796.00 Meeting 1 101 8 9 17 $1,282.00 Meetin 2 102 8 9 17 $1,282.00 Meetin 3 103 B 9 10 1D 37 $2,602.00 Meeting 4 104 8 9 17 $1,282.00 Pro'ect Management 105 2 4 6 $348.OD 002 WORK TASK 2: REPORT PREPARATION 28 $2,318.00 Report Writin 201 8 4 8 20 $1,624.00 Presentation 202 5 5 $520.00 Pro'ect Mana ement 203 1 2 3 $174.00 178.00 $1 007 REIMBURSABLES , Total 48 40 18 10 6 122 $90,292.00