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HomeMy WebLinkAboutComp. Plan Contract Village of Hanover Park Municipal Building Sonya A.Crawshaw 2121 West Lake Street Village President Hanover Park,Illinois Sherry L.Craig 60103-4398 Village Clerk 312.837.3800 Marc G.Hummel Village Manager December 22, 1988 • ); . ,01L114 • Hanover Park Mr, Jeffrey Davis, Chairman Plan Commisssion City of Carmel 40 East Main Carmel, Indiana 46032 Dear Chairman Davis, I am pleased to recommend Camiros for your consideration as the consulting firm for your Comprehensive Plan. . Our plan was adopted by the Board of Trustcc3 in December of 1987, and has been most useful Comprehensive Plan ever in our village. The staff at Camiros, and particularly their Principal Consultant Leslie Pollock was most sensitive to our needs and worked with us to resolve conflicts which were revealed during preliminary meetings. The final product is not just another bound report which is doomed to languish on a shelf, but rather it is a working document which is understandable and a true reflection of our community's vision for our economic future. Camiros is, in my opinion, truly a premier consultant, and their professionalism and careful insight helped translate our specific needs into an outstanding comprehensive plan for the Village of Hannover Park. I certainly have no reservations in giving them my highest recommendation. Sincerely, / Sonya A/. Crawshaw Village President eh 401( CONTRACT FOR PREPARATION OF COMPREHENSIVE PLAN THIS AGREEMENT made and entered into by and between the City of Carmel, Indiana, (hereinafter referred to as "City" ) and Clay Township of Hamilton County, Indiana , (hereinafter referred to as "Township" ) WITNESSETH: WHEREAS, the City, formerly Town, and Township on the 2nd day of May, 1961 , entered into an agreement by the terms of which the Township was joined to the Town of Carmel, for the purpose of zoning; and WHEREAS, the parties have determined that it is now advisable to procure a new comprehensive plan for the City and Township; and WHEREAS, the City is contracting to procure such a plan; NOW, THEREFORE, it is mutually agreed by and between the City and Township that: 1 . The City agrees to procure the new comprehensive plan. 2. The Township agrees to seek State Tax Board approval of a special appropriation of federal revenue sharing trust funds in the sum of Twenty-Four Thousand Dollars ($24,000.00) said funds to be paid to the City in complete payment for the Township' s total share of the total cost of a new comprehensive plan. 3 . For and in consideration of the promise and agreement of the City to obtain a new comprehensive plan, and subject to the approval of all necessary state agencies, the Township has hereby Contract )r Preparation Page Two �, agreed to pay to the City the total sum of Twenty-Four Thousand Dollars ($24 ,000.00) in the following manner: A. Twelve Thousand Dollars ($12,000. 00 ) on or before July 15 , 1984, and B . Twelve Thousand Dollars ($12,000. 00) on or before December 31 , 1984. 4 . This Agreement shall be in full force and effect as of the 1st day of January, 1984, and shall continue in full force and effect unless both parties agree in writing to any change. IN WITNESS WHEREOF, the parties have hereunto set their hands and seals as of the 1st day of January, 1984 . CITY OF CARMEL, INDIANA / ' BY�t,. _ / -4,411.._ At est: 4..) ,_0_,,e :2.:-.4,4,1.6(7/ 2_, 7 — r.-4,/ /- CLAY TOWNSHIP OF HAMILTON COUNTY, INDIANA BY Atte- ,• c r 4Iv� aac e5;/),-.41— . 5'/), -- . .34 &A3 /- AGREEMENT FOR .CONSULTING PLANNING SERVICES / leT :IS AGRETMENT, entered into as of this AQ day of I, .. ',„„4._-,. by and between the CITY OF CARMEL, STATE OF INDIANA, ere in after re_erred to as the "CITY") , TOWNSHIP OF CLAY, HAMILTON COUNTY INDIANA, (hear in after referred to as the "TOWNSHIP") and WOOLPERT CONSULTANTS, a partnership engaged in engineering and planning, consisting of seven (7) partners, located in the C:Pn'Y of Indianapolis, State of Indiana (here in after referred,to as • the ("consultant") , WITNESSETH: _., WHEREAS, the City and Township are undertaking certain actions and requires certain professional and technical assistance in connection with the preparation of Comprehensive Plan Revisions: NOW, THEREFORE, the parties hereto do mutually agree as follows: PHASE i. CONCEPT PLAN A. Aerial Photography and Base Maps New aerial photography shall be made at a negative of 41+ 1"=2000' covering perimeters of Clay Township. Photography shall be flown with 80% forward lap and 35%side lap and shall be suitable for making 1" =400' reproducible screened enlargements. id„ Using the 1"=2000' scale photography reproducible screened enlargements shall be made at a scale of 1"=4001 . Each enlargement shall cover four '0) sections with a 1/2 inch overlap between sheets. A proper border to title block shall be shown on each sheet. The existing 1"=1000' property map shall be updated to show all properties existing as if the date of the aerial photo- graphy. It is our understanding that the existing 1"=1000' property maps were last updated in 1978 and that no more than 1,500 new properties have been recorded since that date. The method of updating the existing property map shall be as follows: The 1"=2000' aerial photography shall be enlarged to a scale of 1"=1000' . The 1"=1000' enlargements shall be oriented beneath the existing 1"=1000' property map until a local best fit is accomplished. New properties, sub- division and roads shall then be drawn directly from the 1"=1000' aerial enlargements. Properties shall be further checked against the recorded plats to be sure they are cor- rectly interpreted. Copies of the recorded plats shall be supplied by the Director of the Department of Community Development. The 1"=1000' updated property map shall be enlarged to scale of 1"=400' on a basis of four (4) sections per sheet. Each 1"=400' sheet thus created shall cover the same four (4) sections that are covered by the reproducible screened enlargements and shall be matched in scale and position as close to the photographic image as possible. Discrepencies between the new 1"=400' map sheets and the 1"=400' reproducible screened enlargements depend on the accuracy of the original 1"=1000' property map and com- pared it to the USGS Quad map. We have found it to be fairly accunate and do not anticipate discrepencies greater than + 1/10 inch at the 1"=400' map scale. No guarantee however as to fit can be made until the actual enlargements are produced. The 5' contour plater covering the entire Clay Township shall be obtained from the USGS. The contour plater shall be enlarged to a scale of 1"=400' on a sheet system cov- ering the same 4 section sheet formal described above. Each 1"=400' contour sheet shall match the property map and the reproducible screened enlargements covering the area within + 1/10 inch at the 1"=400' scale, subject to the scale accuracy of the original 1"=1000' property map as described above. 2 B. Community Developement Issues and Goals/Objectives and Related Policies ` The Consultant shall review Plan Commission minutes over the past several years as a means for identifying major planning/development issues and concerns. The Consultant shall work with the Plan Commission, the City Council , and the Mayor's Office to generate a list of key community leaders who represent a broad cross-section of the commun- ity, including the business, finance and development sec- tors. Interviews shall be conducted with these community leaders to identify and to refine previously outlined issues. These interviews will allow the Consultant to begin to identify relationships and dynamics of community change, as well as to explore fully the perceptions of com- munity leaders about the City and Township. The Consultant shall develop a tentative list of computer cross-tabulations for evaluation of the results of the Com- munity \ Survey conducted by the City in 1982. This list shall be reviewed with the Comprehensive Plan Update Committee and revised as necessary. The appropriate statistical analyses shall be performed, and the results evaluated by the Con- sultant and reported back to the Committee. The information collected above pertaining to community needs and development issues, and the survey tabulation shall be translated into specific statements of community development goals and objectives. These initial statements shall be reviewed with the Committee and then finalized. The Consultant shall then review these development goals and objectives agreed upon by the Committee and shall formulate policy statements which shall then be used to guide the technical planning elements which follow. PHASE II TECHNICAL PLAN ANALYSIS The following Work Program assumes that the goals, objectives, and policies prepared for the Concept .Plan will be incorporated into the Technical Plan. The Concept Plan and Technical Plan together shall comprise the Comprehensive Plan. 3 A. Historical Development of the Community and the Regional Setting The Consultant shall review the historic basis of develop- ment within the City of Carmel and Clay Township. The reg- ional context for the Plan Revisions shall be stated. Relationships between historic growth trends and present circumstances shall be identified. Development trends cur- rent within the Indianapolis metropolitan region shall also be identified and considered for their impact on local development matters. B. Development Patterns City Staff may assist the Consultant in conducting an in- ventory of land use and building conditions within the City and Township. The Consultant shall record in color the results of this inventory on paper prints of existing parcel maps. Relevant development data shall be compiled by the Consultant, including pre-existing information per- taining to building, zoning, and subdivision activity. - Tabular summaries of building conditions and land use amounts shall be extracted from this inventory. Development conditions to be analyzed in this section shall include the following: amount and type of "developable" and vacant land within the local area; amount and type of agricultural land and related preservation measures; devel- opment pressures and trends relative to residential commer- cial and industrial lands; development potential of zoned land; trends relative to public/semi-public uses and rec- reational uses; relationship of current development pattern to community goals and objectives; land use allocations; implications of development pattern for service costs; and framework for housing production and conservation. C. Land Suitability The consultant shall utilize existing physiographic and natural resources information to analyze and identify the capacity for additional development of City and Township lands, as well as the suitability of such land for addi- tional development. This analysis shall consider the fol- lowing factors and relationships: flood plains and wet- lands, surface water and groundwater recharge areas, 4. geological formations, soil conditions and topography as they relate to development potential and carrying capa- cities. The relationship between current use, development capa- city and holding capacity on vacant lands shall be eval- uated relative to the Concept Plan. D. Recreation and Conservation The Consultant will identify special resource areas within the community, including: Existing active and passive rec- reation areas, existing conservation lands rated from "most" to "least critical , existing natural resource areas, and factors which might threaten their existence, areas of special historic/architectural value, and areas with spe- cial scenic vistas. The Consultant will identify existing and anticipated fut- ure recreation needs based upon Concept Plan policies and population forecasts. Potential recreation sites will be rated on a scale from "most" to "least desirable". Alter- native ways to retain open space and recreation areas through means other than ownership in fee simple will be investigated by the Consultant. E. Population and Economy The Consultant will analyze and describe the existing local area economy and demographic composition of the community, and will forecast future population and economic levels through the years 1990 and 2000. Specifically, the Consul- tant shall : -- Analyze and describe the existing economy including the character of and changes in the labor force, employment levels, income, and other key economic indicators. -- Identify growth and development factors within the con- trol of the City and Township as well as factors beyond the City's and Township's control . -- Project labor force and employment rates over the 1983- 2000 time period. -- Project population, age structure, and household com- position over the 1983-2000 time period. 5 • F. Development Supports The Consultant shall prepare an inventory and analysis of public facilities and services within the City and Clay Township. This inventory shall : -- Identify existing and anticipated route deficiencies within the area's circulation system. -- identify major pedestrian/auto/bicycle conflict areas. -- Identify future street needs and capacities based upon traffic volumes and anticipated traffic generation of various land use patterns. -- Review existing water and sewer master plans for their consistency with the Concept Plan. -- Inventory and analyze community facilities. (Refer to page 7, Item B. Community Facilities Plan) G. Problems and Opportunities The Consultant shall evaluate the existing conditions des- cribed above and shall prepare a summary statement of com- munity development problems and opportunities to be addressed in the several Plan Elements. PHASE III MASTER PLAN ELEMENTS A. Land Use and Housing Plan The Consultant shall prepare a draft Land Use and Housing Plan showing recommended amounts, locations, and types of various land use development (residential , commercial , industrial) over the 1983-2000 time period. Specific recommendations and strategies shall also be formulated for strengthening residential areas and improving housing 6 quality in the older portions of the City and Clay Township. This housing component shall further identify ways to strenghten the neighborhood concept and neighbor- hood scale as the local area continues to develop. Housing density shall be identified by planning sub-areas, along with recommended strategies for achieving the housing "mix" desired, as oulined in the Concept Plan. B. Community Facilities Plan Community facilities and service needs and locations will be identified'; 'along with descriptions of recommended "service areas" based on input from the respective responsible bodies. Recreation facilities and park areas/open space areas shall also be identified and established based on input from the Hamilton County Park Board according to a hierarchy of needs at the neighborhood, community, and City/Township level . The Community Facilities Plan shall also consider such public service components as school facilities based on input from the School Superintendent and School Board, library facilities based on input from the Head Librarian and the Library Board, Police needs based on input from the Police Chief, and Board of Public Works and Safety Members. Any changes which need to be made to the City's water and sewer master plans relative to the consistency of those plans with the Concept Plan shall also be described ink. this Community Facilities Plan based on input from the Carmel Utility Manager, Carmel Board of Public Works and Safety Members and the Clay Regional Sewer Board. C. Circulation Plan A proposed long-range plan for improvement of thoroughfares will be prepared, based on input from Carmel City Engineer and the Hamilton County Engineer, along with dimensioned cross-sections for specific street types. Provision for proper connection of future development areas will be undertaken, as well as recommendations to assure the proper relationship between street and pedestrian ways. Special attention will be given to developing strategies and standards to ensure that development along major thoroughfare frontages within the City and Clay Township is consistent with the policies of the Concept Plan. D. Original Downtown Plan The Consultant will prepare a generalized concept plan for the Downtown Area of the City of Carmel . This original Downtown Area is bounded by Smoky Row Road-136th Street on the north, Seaboard System Railroad right-of-way on the west, Bandy Center-Coville Center to the south, and the high school site to the east. This generalized concept plan will out- line a series of land use, circulation, public improvement and design strategies for the continued development/revi- talization of the Original Downtown Carmel . E. Capital Improvement Porgram/Fiscal Analysis In order to assist in the review of the Comprehensive Plan as a separate report and not as a part of the Comprehensive Plan Report, the Consultant shall provide the following: The Consultant shall compile a comprehensive listing of those capital improvement projects which are determined to be needed over the planning horizon based upon the recommended plan elements included in the Comprehensive Plan Revision. Preliminary, generalized cost estimates shall be prepared for this listing of proposed capital improvements projects. City Staff, with the direction and the assistance of the Consultant, shall analyze the existing tax base of the City and Township and review both the nature and extent of the current indebtedness in order to assess what financial capability the community has at present. In addition, the Consultant will consider what the probable tax base will be in future years based upon the proposed development pattern. The local area's fiscal position will generally be described and evaluated including a consideration of revenue and expenditure patterns, total assessed valuation, tax rate, bonded indebtedness and debt retirement schedules, bonding capacities, and other pertinent fiscal data. Based upon this analysis of the local area's existing and projected financial resources and the planned capital improvements, the Consultant shall analyze the degree to which anticipated tax revenue will meet required facility costs. Recommendations shall be made regarding alternative nad potential methods of financing various proposed capital improvements. F. Plan Achievement Measures The Consultant shall describe a process to be used in keep- ing the Comprehensive Plan current. This process shall in- clude a description of indicators (plan achievements measures) to determine whether or not the Plan is being implemented or maintained, as well as the consequences of implementation upon the goals and objectives contained withint the Concept Plan. Indicators shall be developed which have the capacity of being generated by local staff from local data sources. G. Development Controls Review The Consultant will conduct an overview analysis of the City's subdivision and zoning regulations in light of the Concept Plan and Technical Plan. Recommendations will be made as to what the City will need to do to bring these development con- trols into conformance with those Plans as well as with modern development practices. The Consultant shall in addition advise the Committee on alternative development controls formats and shall consider specifically the extent to which the two current regulations are internally consistent and in conformance with each other. 8 The Consultant shall prepare a technical memorandum outlining the findings of this general overview and the recommended work needing to be done to prepare substantive changes in develop- ment controls for subsequent adoption by the City. This memo- randum shall be prepared as an appendix to the Technical Plan. H. Report Preparation and Printing of the Public Distrubution Documents The Consultant shall prepare a series of Technical Memorandum and draft reports at strategic intervals throughout the Work Program. The Technical Memoranda shall be informal , issue- oriented, relatively brief dicussion guides for use by the Plan Update Committee. Reports shall be more formal bound a documents which shall be comprised in whole or in part from the Technical Memoranda. Phase I Three Technical Memoranda shall be prepared during Phase I. These Technical Memoranda shall consist of the following: Summary of Issues (developed from the review of Plan Commis- sion Minutes, community interviews, and survey tabulations), ' Preliminary Goals and Objectives, and Preliminary, Policy Statements. The Committee shall provide the consultants with a single unified set of written review comments regarding each Technical Memorandum. The Consultant shall prepare a Draft Concept Plan from the Technical Memoranda, incorporating appropriate written review comments from the Committee. Phase II The Technical Plan Analysis phase of the Work Program shall be summarized by the Consultant in two Working Memoranda: Outline of the Detailed Work Process and Summary of Exist- ing Conditions/Statement of Problems and Opportunities. Phase III The Consultant shall prepare four Draft report documents summarizing the Plan Elements to be prepared in Phase III of the Work Program. These reports shall consist of the follow- ing: Draft Land Use, Circulation and Housing Plan, Draft Original Downtown Area Plan, Draft Community Facilities Plan and Plan Achievement Measures. The Committee shall provide the Consultant 9 with 'a single unified written set of review comments on each of these Draft reports. The Consultant shall prepare a Draft Technical Plan Analysis and Draft Plan Elements, and including appropriate written review comments from the Committee. An additional Technical Memo shall be prepared by the Consultant on the Development Controls Review; this technical Memorandum shall be included as an appendix to the Draft Technical Plan. ►The Committee : is to assume responsibility for preparing a written memorandum summarizing each meeting's discussion and all decisions arrived at during the particular meeting. All report plan graphics shall be prepared at a scale of 1"=1000' . I. Public Distribution Documents The Committee shall provide the Consultant with a single unified set of written review comments on the Draft Concept Plan Report and the Draft Technical Plan Report, including additional comments from the Plan Commission. The Consultant shall prepare a Preliminary Comprehensive Plan Report which shall be a bound document including black-and- white art work with reference plan maps prepared at a 1"=1000' scale. The Draft Comprehensive Plan Report shall be reviewed by the Committee, and the Committee shall provide the Consultant with a single unified set of written review comments. The consultant shall edit the Draft report incorporating the appropriate review comments of the Committee, and shall prepare fifty (50) copies of the final Comprehensive Plan Report The Consultant shall also prepare a five-color poster-type summary of the Plan which shall include supporting text and a suitable scaled five color Proposed Land Use Plan Map. The Land Use Plan Map shall include Thoroughfare Plan and Community Facilities' Plan recommendations. This Summary shall be reviewed by the Committee, and the Committee shall provide the Consultant with a single unified set of written review comments on the Plan Summary. The Consultant shall make appropriate changes to the Summary per the Committee's review, and shall produce a total rof two thousand (2,000) copies of this Plan Summary. 10 J. Meetings and Presentations The Consultant shall conduct a series of work sessions and make formal presentations throughout the Work Program, including the public hearing before adoption of the Comprehensive Plan. Whenever the Committee and the Consultant agree, two or more work sessions can be combined into one meeting. The Committee shall direct the Consultant to invite the Plan Commission, The Director of the Department of Community Development (or his representative), the Mayor (or her representative), the Carmel City Council , the Township Trustee (or his representative) the Township Advisory Board to attend all Committee Meetings with the Consultant during all phases of development of the Comprehensive Plan. Phase I The Consultant shall conduct a total of five work sessions with the Committee throughout Phase I of the Work Program. The first work session shall occur at the beginning of Phase I to review the Work Program. Three additional work sessions shall be conducted with the Committee in order to review each of the three Technical Memoranda to be prepared as part of the Phase I Work Program. A fifth work session shall be conducted with the Committee to review the Draft Concept Plan. The Consultant shall make a formal presentation of the Draft Concept Plan to a meeting of the Plan Commission. Phase II and III The Consultant shall conduct a total of seven work sessions with the Committee throughout Phases II and III of the Work Program. These work sessions shall be conducted at the following points in the Work Program: to review problems and opportunities; to review the Draft Land Use, Circulation and Housing Plan; to review the Draft Original Downtown Plan; to review the Draft Community Facilities Plan; to review the Draft Plan Achievement Measures; to review the Development Controls memo, and to review the Draft Technical Plan. The Consultant shall conduct a formal presentation fo the Draft Technical Plan to a meeting of the Plan Commission. The Consultant shall conduct two additional work sessions with the Committee, one to review the Committee's comments regarding the draft Final Comprehensive Plan Report, and to review the Draft Summary Plan. The Consultant shall additionally present the Final Plan Report and the Summary Plan to a public hearing of the Plan Commission before adoption. 11 K. Project Duration and Compensation The Consultant shall perform the above described Scope of Services over a twelve month time period. The Consultant shall be compensated for the performance of the professional and technical services described in the amount of Sixty-Nine Thousand Three Hundred Dollars ($69,300. 00) . The Consultant shall invoice the City in the amount of Six Thousand Nine Hundred and Thirty Dollars ($6 ,930. 00) in the first week of each month from the third month of the program through the eleventh month of the Work Program and an amount equal to Six Thousand Nine Hundred and Thirty Dollars ($6 ,930. 00) upon completion and delivery of the final Comprehensive Plan Report and the Plan Summary Report. Payment of this amount shall be by the City of Carmel in the amount of Forty Five Thousand Three Hundred Dollars ($45, 300. 00) and Clay Township in the amount of Twenty Four Thousand Dollars ($24 , 000. 00) . The undersigned parties understand that at the time of execution of the contract, the amount of Forty Two Thousand Dollars ($42,000. 00) has been appropriated and that an . additional Three Thousand Three Hundred Dollars ($3,300.00) may be appropriated by separate action of the Council. From time to time the Committee may request additional meetings with the Consultant. Meetings beyond those which are provided for specifically in this contract shall be invoiced by the Consultant at the rate of Two Hundred Fifty Dollars ($250. 00) per meeting including preparation time and meeting time. L. Provision of Materials to the Consultant The City shall make available to the Consultant all available, necessary plans, reports, annual budgets, maps, ordinances and other pertinent information relative to planning and development within the local area, including but not limited to; City base maps at 1"=200' that are currently being prepared, set of tax maps, zoning and subdivision ordinances, zoning map the current, 1971 master plan, etc. M. Project Material Property of the City All maps, field sheets, working notes and other material produced as part of this project shall become the property of the City of Carmel and Clay Township. • 12 N. Method for Conflict Resolution and Termination Where the City and Township and the Consultant disagree on an interpretation of the written provisions of this Agreement, the issue in question shall be resolved through negotiation between the Partner-In-Charge of the project for the Consultant and the Mayor and the Township Trustee. The City and Township shall have the right to terminate this Agreement, in whole or in part, at any time by sending written notice thereof to the Consultant. Upon receipt of such written notice of termination, the Consultant shall immediately discontinue the services provided hereunder, and the City shall Compensate the Consultant as soon as reasonably possible thereafter for the services provided under this Agreement. If termination is at the time of Completion of any phase listed in the scope of services above, payment shall be in full for those phases completed. If termination should occur during any phase of the work, compen- sation for that portion of the work done for that phase shall be based on the Consultant' s normal billing rates for work per- fbrmed under the terminated phase. 0. Supplementary Services The City of Carmel and Clay Township my desire to have some other consulting planning services provided by the Consultant. These supplementary services will be furnished by the Consultant to the City and Township if requested in writing by the Mayor and Township Trustee. The supplementary services shall begin when the Consultant receives a written authorization from the Mayor and Township Trustee for providing specified items of supplementary services. In addition, events occuring within the local area over the course of the Work Program may require addi- tional services to be performed by the Consultant to successfully complete the Master Plan Update; should this occur, the Consult- ant will immediately advise the Mayor and Township Trustee and will outline the required scope of supplementary services and will estimate the cost of providing such services. The Consultant and the Mayor and Township Trustee shall then negotiate an agreed upon scope and an agreed upon fee for those services. 13. AUTHORITY FOR THIS AGREEMENT THIS AGREEMENT, is authorized by appropriate aftion of the CI Y OF CARMEL, INDIANA, adopted and approved on the 247 of 1983. ' IN WITNESS WHEREOF, the Parties have executed this Agreement on the date as shown of Page 1 of the foregoing. ATTEST: FOR: WOOLPERT CONSULTANTS (1,4 441- By: ttner For the: City of Carmel , Indiana For the: Township of Clay, Hamilton County � � By: Mayor Township TrGstee /00-7.4 "-f_yK/V-14 ,0-061,1 asurer y: ,, - : tA4 h4.4 p f/..e.2cc�sX� ��� lUeacoL FISCAL OFFICER'S CERTIFICATE It is hereby certified that the funds required to meet this Agreement have been lawfully appropriated for authorized and are in the Treasury or are in the process of collection and are free from any obligation for certificates now outstanding.- DATED: cff��ii¢ City i al fficer REQUEST FOR PROPOSAL S The City of Carmel, Indiana, Department, of Community Development acting on behalf of the Carmel/Clay Plan Commission is requesting proposals for consultant services dealing with the updating of the current Comprehensive Plan Update 1985 and multi-colored summary poster. Description: The consultants working with the Department of Community Development staff will assist the Carmel/Clay Plan Commission in updating the current Comprehensive Plan in the areas of: public involvement; demographic and infrastructure update; re-evaluation of development goals and strategies; an expanded open space - recreation element and an expanded thoroughfare plan; new aerial photography and updating the existing land use and recommended land use plan. The consultants will be responsible for obtaining public input through a formal public survey (via telephone etc. ), documentation, public presentation and the reduction and presentation of collected information into a format for consideration by the Commission. The consultants will also be responsible for the preparation and printing of the updated Comprehensive Plan and revised summary poster including photographs and color artwork. The study area includes 36 square miles with a population of approximately 43,000 composed of the City of Carmel and Clay Township. Contract Limitations: The contract period will be nine (9) months beginning upon execution of the contract and ending no later than October 1, 1989. Evaluation & Selection: The following criteria will be used to evaluate submitted proposals in a competitive negotiation process: professional qualifications; knowledge of the comprehensive planning process; uniqueness of the submitted proposal as it relates to the Carmel/Clay community; knowledge of Carmel/Clay community; qualifications in managing group discussion and group decision making. These factors will be used for key personnel who will be assigned to the project and for the entire firm as a whole, in addition to an acceptable plan for providing services and the costs involved therein. Proposal Submission: Formal submitted proposals shall be limited to no more than five (5) typed 8 1/2 x 11 pages, and shall be submitted to Mr. Jeff Davis c/o Mr. Charles E. Kiphart, Planning & Zoning Administrator, Carmel City Hall, Carmel Department of Community Development, 40 E. Main Street, Carmel, Indiana 46032. The closing date for receipt of proposals is November 25, 1988. Budgeted Amount for 1989: $40,000 - $60,000 per review of proposals. Contact Person: For additional information or to request a copy of the current Comprehensive Plan and summary poster ($100 deposit required) please contact Mr. Charles E. Kiphart, Carmel Department of Community Development, 40 E. Main Street, Carmel, Indiana 46032. (317) 844-6433. .11910111 January 26, 1989 Mr. Wes Bucher, Director Dept. of Community Development 40 East Main Street Carmel , IN 46032 Dear Wes: On behalf of Woolpert Consultants, I would like to thank you and the members of the Plan Commission for the opportunity to interview with you for the Comprehensive Plan Update. Although we were very disappointed to learn that we were not selected, we wish you very success in your current planning endeavor. We very much enjoyed our working relationship with the City during the 1985 Comprehensive Plan Update and we look forward to future opportunities to again work with all of you. Please do not hesitate to call on us if there is any information that you need from the 1985 study for your current planning program. Sincerely, WOOLPERT CONSULTANTS Michael R. Weddle MRW:kac cc: Mayor Dorothy Hancock Jeff Davis, President, Carmel/Clay Plan Commission WOOLPERT CONSULTANTS • 7140 WALDEMAR DRIVE • INDIANAPOLIS, INDIANA 46268-2183 317/299-7500• FAX 317/291-5805 City of CCarmel Wesley G. Bucher DIRECTOR-DEPT.OF COMMUNITY DEVELOPMENT Dorothy J.Hancock MAYOR April 24, 1989 Joanne Green HNTB 225 N. New Jersey Indianapolis, IN 46204 RE: Comprehensive Plan Contract for Planning Services Dear Joanne: Suggested revisions: Agreement part: Page 3, #5, 2nd paragraph: Last line shall be changed to comply with claim dates and payment terms for City. Invoice due in by the ---? -- of each month, and will be paid on the ---?-- day following that. Claim must be submitted to DOCD by ---?--- General Provisions, attachment A 1st paragraph. Plan Commission will furnish secretarial support to document key discussion points. 3rd paragraph. Plan Commission, not the DOCD, will be responsible to "represent and report" the progress and status to the Plan Commission, various civic and community groups. DOCD would not mind giving periodic updates to the City Council. 4th paragraph. DOCD will be responsible for having the document scanned and the results of that given to HNTB. We will not proof, correct, spell, find format errors, etc. DOCD is willing to assist HNTB in determining areas of conflict or question. Services to be provided: #6 No #7 Will furnish what is available #8 Will furnish County Highway task force data #9 Is this needed? Information whould be available through other City Departments. #10 Same as #9 40 EAST MAIN STREET CARMEL,INDIANA 46032 317/844-6433 Page 2 Comp. Plan 4/24/89 #11 through #14 It seems that this should be Plan Commission function l#15 DOCD should not be making these presentations of findings and recommendations. #16 appears to be same as #4 #17 "expressed in acres" should be discussed. List of Deliverables (attachment C) My main concern in this area is the poster size and "black & white" reference referencs as opposed to color posters and other data. Since 1 , Wesley Bucher tom H D M by OM Ya0M.t Accomn CLAIM ..tAl.d POMO No EN MIMI On Account of Appropriation for ToRAWARn NPFnTR.S T8 W?J A RR R(,`RNMFE Address 225 N. New Jersey St., Indpls., IN 46204 A CLAIM.TO BE PROPERLY ITEMIZED.MUST SHOW.KIND OP SERVICE.WHERE PERFORMED.DATES SERVICE RENDERED.BY WHOM. RATE PER DAY.NUMBER OP HOURS.RATE PER HOUR.PRICE PER FOOT.PER YARD.PER HUNDRED.PER POUND.PER TON.ETC. ___. ORDER_ O. I •_ - _ ITEMIZED CLAIM --- —DOLLARS CTS. --- 19 N 1989 C1Aima -- — ® I.voice No. 1 - 13139-11 ' ' ■®I C: .- - •m. en P1=.I .d.-- 1.8• ' .11111 ■ Verbal autho . . . . . ... .c - .-d W ° B ® Services for the period through April 28, 1989. 1 ■ Per Detail Attached ' III -I AMOUNT DUE THIS INVOICE: 11;0Iii 90 III ■ 1111111111111m 1111 ® 1111111N 1111 III 1 Punuaat to the provisions and penalties of Chapter 155.Acts of 1959. I hereby certify that the foregoing account is just and correct that the amount claimed is legally due after allowing all just credits,and that no part of the same has been paid. HOWARD .. 5 rN & BER I'I F c Date May 16 19_- )'Pi" Associate / TITLE CLAIM NO. WARRANT NO. I have examined the within claim and hereby certify as follows: That it is in proper form. IN FAVOR OF That it is duly authenticated as required by law HNTB That it is based upon { Contract 225 N. New-Jersey St. Statutory Authority 1Nalanavolis, Id 46204-2135 That it is apparentlycorrect incorrect $ 10.53_9 . 90 E Pnalol. TIW ON ACCOUNT OF APPROPRIATION FOR DOCD ##427 im go ALLOWED . 19_ a 1 g alo g- A a D = INTHE SUM OF , : $ E. N N N. N' I 1 i F ..,!I 0 $C4E -' atilrggi: . O CI fl 80ao.' i5 R a g .' I F," O p n 8 e a j;.a - IOy n g p e,....�.,.Imo 01194 . -- I „ A a.a i"! { HI.I I B HORCHITECTSWARD NEEDLES TAMENGINEERSMEN &BERGENDOFFPLANNERS 225 North ANew Jersey Street Indianapolis,Indiana 46204-2135 (317)636-4682 FAX(317)633-0505 May 16, 1989 Mr. Wes Bucher Department of Community Development City of Carmel 40 East Main Street Carmel , Indiana 46032 RE: INVOICE NO. 1 - 13139-11 CARMEL COMPREHENSIVE PLAN UPDATE, 1989 Dear Mr. Bucher: Enclosed is our current invoice for the Carmel Comprehensive Plan Update. This invoice covers services for the period through April 28, 1989. Please feel free to contact me should you have any questions concerning our billing. Very truly yours, HOWARD NEEDLES TAMMEN & BERGENDOFF • Deborah Bush Accounting Services Department Enclosure cc: Ms. Joann Green • Partnere Charles T.Hannigan PE.Daniel J.Spigae PE.John L.Cotton PE,Francis X.Hall PE,Robert S.Coma PE.Donald A.Dupies PE,William Love FAIA. Robert O.Miller PE.James L.Tuttle,Jr.PE,Hugh E.Schell PE.Cary C.Goodman AIA,Gordon H.Slaney.Jr.PE.Harvey K.Hammond.Jr.PE.Stephen G.Goddard PE, John W.Wight.Jr.PE.Richard D.Beckman PE Aeeooletee Don R.Ort PE.Kendall T.Lincoln CPA,Roberto W.Sniithem PE.Harry O.Berteaea PE,Ralph E.Robison PC.Cecil P.Counts PE,Stanley I Mast PE, Robert W.Anna PE.Walter Sharks PE.Jannis O.Russell PE.Ross L.Jensen AIA,Frank T.Lamm PE,Ronald W.Aarons AIA.H.Jerome butler PE.Blaine M.Corriere PE, Michael P.Ingardia PE,Bernard L.Prince PE.Stephen B.Quinn PE.Saul A.Jacobs PE,Ewing H.Miller FAIA,Douglas C.Myhre PE.Carl J.Mellee PE.Daniel F.Becker PE. Richard L.Farnan AIA.Donald F Keath PE.Douglas E.Prescott PE.Ronald L.Marcie PE.Robert W.Luscombe PE,Thomas L.Williams AIA,Dennis E.Conklin PE. John E.Kupke PE.Rodney P.Pella PE.Steven M.Reiss AIA,Robert A.Leick PE,Glenn O.Seduisky PE,Banlamin A.Wheeler PE OHloee Alexandria.VA.Atlanta,GA.Austin.TX,Baton Rouge.LA.Boston.MA,Charleston.WV.Chicago.IL.Cleveland.OH,Dallas.TX.Denver.CO.Fairfield.NJ,Hartford.CT, Houston.TX.Indianapolis.IN.Irvine.CA.Kansas City,MO.Lexington,KY.Lexington.MA.Los Angeles.CA,Miami,FL.Milwaukee.WI.Minneapolis.MN.Nashua.NH, New York.NY.Orlando,FL.Overland Park.KS.Philadelphia.PA.Phoenix.AZ.Raleigh,NC.Seattle.WA.Tampa.FL.Tulsa.OK.Wilmington.DE HNTB HOWARD NEEDLES TAMMEN & BERGENDOFF • • Board of Public Works & Safety May 16, 1989 City of Carmel 2 Civic Square Carmel, Indiana 46032 INVOICE NO. 1 - 13139-11 CARMEL COMPREHENSIVE PLAN UPDATE, 1989 VERBAL AUTHORIZATION TO PROCEED RECEIVED FROM WES BUCHER PLANNING SERVICES CONTRACT DATED MAY 1 , 1989 SERVICES FOR THE PERIOD THROUGH APRIL 28, 1989 PERSONNEL HOURLY BILLING CLASSIFICATION HOURS RATE TOTAL COSTS Project Engineer 8 $62.75 $502.00 Assistant Project Landscape Architect 166 46.75 7,760.50 Ass't. Project Engineer 15 46.75 701 .25 Technician VI 3 42.50 127.50 Jr. Landscape Architect 8 35.75 286.00 ,Secretary 15 24.00 360.00 $9,737.25 EXPENSES: Materials & Supplies $35.25 Reproductions 18.43 Travel & Subsistence 728.97 782.65 AMOUNT DUE THIS INVOICE: $10,519.90 TOTAL CONTRACT AMOUNT: $60,000.00 TOTAL BILLED TO DATE: $10,519.90 TOTAL PAID TO DATE: $0.00 TOTAL OUTSTANDING: $10,519.90 ( ,[ &J CM NDOFF � Y �NTB ARTECTS ENGINEERS PLANNERS New JerseyStreet Indianapolis,Indiana 46204-2135 .(317)6364682 FAX(317)633.0505 May 11, 1989 • Mr. Jeff Davis, President Carmel Plan Commission c/o Mr. Wes Bucher Department of Community Development 40 East Main Street Carmel, Indiana 46032 Re: Comprehensive Planning Service for City of Carmel HNTB Project No. 13139 Dear Jeff: This transmittal represents Progress Report No. 1, Invoice #1 for the referenced project for the period ending April 28, 1989. The amount of work complete to-date is outlined in the following paragraphs and corresponds to the attached invoice. DEVELOPMENT OF PROJECT WORK PROGRAM A questionnaire was prepared by HNTB for submission to the Comprehensive Plan Steering Committee for the purpose of establishing priority project goals and direction. Work scope results of the questionnaire and a recommended approach to the work program was presented to the Steering Committee on February 14, 1989. A preliminary draft of the Contract was submitted and priorities were established for the Comprehensive Plan update at this meeting. These priorities were outlined in a task format and analyzed in terms of the proposed fee. It was determined that the proposed work scope was beyond • the proposed fee. After meetings with the Department of Community Development staff on February 22 and March 1, 1989 and subsequent dis- cussions within our office, the decision was made to include the following areas of study in the final work program: Task 1 Work Program Development Task 2 Aerial Photography and Base Mapping Task 3 Existing Land Use and Density • Task 4 Existing Zoning • • P Cn.M..T M.nnpAn PE.O.n.N J.Swim.PE.Jonas L Catton PE,Franco.X.MW PE.Roast S.Co....PE.Oona.A.O.ao...PE.P.a.Low FAiA. Rppart 0 M..i..•PE.Jan..L T..tuA Jr PE.M..pn E.Sc.'..PE.Carr C.Gooan..n A.A.Gorgon BK SW..r.Jr.PE.Marl..K.MM.n onO.Jr.PE.St.d..n G.GoOo..'a PE. JOn..W W.nnt.Jr PE.i.Cn.ra 0 Bockma.PE A..NI....Gon A Ort PE.K.n0W T.Lama.CPA.ibewt.W.W.p.m..PE.Mary 0 B.rtaD.PE.Rapti E.POW.on PE.Car.P Co..nt.Of.SAMNA Y..Mast.PE. Ram.,W.Antro PE.Water Sna'Yo PE.J.....O R.......05.Row L Janson A.A.Prow T.La..PE.RO.Wa W Aaron.AM..Jona.'.8.....r PE.B.M.M.C.r.w.PE. M.C..a..P Irx9.ra..PE.B.r..ro L.Prep.PE.$1.9....'B O...n PE.saw A Jar-op.PS.Ew.no M.M.D.FAIA.0o450.C Marv.PE.Can J.M....PE.OM.P P Backer PE. R.Cn.ro L Parnan ABA.Oona.P.Kaman PE.Oaug..E.Pra.COI1 PE.Pon...L.H..u.PE.Wass%W.L...00..o.PE,Thomas L W.r..n.AIA.o...'..E.Coma....PE. Jan,.E Ck.BE.ROOMY P P..o PE.St...an M Room A.A.ROOD 1 A.LMC..PE.Gann O.Sa ka..B.T PE.Ban...+•A.1M..wr PE ONI...A..ta.ar...VA.AiMnt..GA.Aust..TX.Baton Roup..LA.Bo.ton.MA C/.r+a.t9t M.V.Ch.caOo.IL CIwaaw.Ort O.M..TX.OMww.CO.P.Mrtl.NJ.~tiara CT. M0...10f.TX.Ina.anADOB...IN.B...a.CA.Kansas CAT.MO.L..w.Ottan.KY.L.argtpn.MA.Loa WK...CA.Wan..FL.Ma...w.WL MM.aoM..MN.Neon...NM. Now York.NY.°euros PL O...w.a Pr..K5.PnWOPpnA PA.Phan..AZ.Ramp.NC.$..11...WA.Ta.n....FL TW.A OK,Www.OIMt OE • Mr. Jeff Davis • Page 2 May 11, 1989 • Task 5 Programmed Land Use and Density Task 6 Existing and Programmed Transportation System Task 7 Environmental Consideration • Task 8 Updated Land Use Plan Development Task 9 Updated Thoroughfare Plan Development Task 10 Plan Implementation Final work program was approved at the March 14th Steering Committee Meeting. CONTRACT NEGOTIATION A second draft of the contract was prepared to include the Approved Work Program as an attachment and sent for approval by the Carmel Board of Public Works at their meeting on April 17th. The signing of the contract was deferred to the May 1st meeting due to some discrepancies and changes in the language required by the Carmel City Attorney, Mr. Steve Andrews. PRESENT STATUS OF PROJECT Aerial photography is expected to be completed by May 17, 1989 at which time base sheets will be developed by HNTB. A request has been made by HNTB to the Department of Community Development staff to compile assorted information with regard to existing land use and zoning for presentation at the next Steering Committee Meeting on May 30, 1989. Please contact the undersigned if you should have any questions. Sincerely, HOWARD NEEDLES TAMMEN & BERGENDOFF \Jun �. Joann K. Green ASLA Project Manager JKG:bv Enclosure cc: Mr. Wes Bucher Mr. Brian Pieplow tom /0440, CONTRACT FOR PLANNING SERVICES • THIS ENGINEERING AND PLANNING CONTRACT, made, entered into and executed this 14th day of April, 1989, by and between The City of Carmel, Carmel Board of Public Works, hereinafter called the "Client, " and HOWARD NEEDLES TAMMEN & BERGENDOFF, 225 N. New Jersey Street, Indianapolis, Indiana, hereinafter called the "Planner." WITNESSETH WHEREAS, the Client desires to contract for planning services concerning the Carmel Comprehensive Plan Update, 1989, hereinafter called the "Project. " AGREEMENT NOW, THEREFORE, the Client and the Planner, in consideration of the mutual covenants and agreements herein contained, do mutually agree as follows: The Client agrees to employ the Planner and the Planner agrees to perform professional planning services in connection with the Project, as stated in the sections to follow and outlined hereinafter; and for having rendered such services, the Client agrees to pay to the Planner compensation for these services as mutually agreed. All services performed under this contract shall be performed under the direct supervision of the City o:. Carmel and/or their duly authorized representative. The Planner will be advised, in writing, of the Client's representative. 1. SCOPE OF SERVICES A. Services of the Client The Client will furnish items as listed in Attachment A, "Services to be Provided by the Client," attached hereto and made a part of • this planning contract. B. Services of the Planner The Planner will furnish planning services set forth in Attachment B, "Services to be Provided by the Planner" attached hereto and made a part of this contract. The Planner will furnish the Client a detailed outline of work prior to the execution of this contract. 1 • This outline of work will be complete so that the Planner's "Scope of Services" under this contract can be accomplished within the specified time and the contract cost. This WORK OUTLINE will accompany the contract and be contained within Attachment B. 2. PROGRESS. After execution of this contract, the Planner shall not proceed with the work outlined under "Scope of Services" until advised in writing by the Client to proceed. The Planner shall, from time to time during the progress of the work, confer with the Client. The Planner shall prepare and present such ,information and studies as may be pertinent and necessary or as may be requested by the Client in order to evaluate features of the work. At the request of the Client or the Planner, conferences shall be pro- vided at the Planner's office, the office of the Client, or at other locations designated by the Client. These conferences shall also in- clude inspection of the Planner's services and work when requested by the Client. Should the Client desire to suspend the work, but not terminate the contract, this may be done by thirty (30) days' notice given by the Client in writing to that effect, and the work may be reinstated and resumed in full force and effect upon receipt from the Client of sixty (60) days' notice in writing to that effect. The Planner shall prepare monthly progress reports in sufficient detail to support the progress of the work and in support of vouchers request- ing monthly payment. The Planner shall furnish all equipment, materials and supplies required to perform his work under this contract except as provided herein. 3. CHANGES OF WORK. The Planner shall make such revisions in the work included in this contract which has been completed as are necessary to correct errors appearing therein when required to do so by the Client. No additional compensation shall be paid for this work. If the Client finds it necessary to request changes to the previously satisfactorily completed work or parts thereof, the Planner shall make such revisions if requested and as directed by the Client. This will be considered as additional work and paid for as specified under para- ' graph 4. , Additional Work. 4. ADDITIONAL WORK. Work not specifically described under "Scope of Services" must be approved by supplemental agreement to this contract by the Client before it is undertaken by the Planner. (Special cases may arise under this contract where the supplemental agreement covering such change cannot be processed and delays to project would result. Such work in these cases can be authorized by a letter from the Client 2 • • or its authorized representative to be followed by the supplemental agreement) . If the Planner is of the opinion that any work he has been directed to perform is beyond the scope of this agreement and con- stitutes extra work, he shall promptly notify the Client in writing. In the event the Client finds that such work does constitute extra work, then the Client shall so advise the Planner, in writing, and shall provide extra compensation to the Planner for doing this work on the same basis as covered under "Compensation" and as provided under a supplemental agreement. 5. COMPENSATION. The Client shall pay and the Planner agrees to accept in full compensation for the Planning services to be performed under the contract, fees as outlined below. Invoices for the basic services will be prepared on a monthly basis, based on the percentage of work completed as determined by the Planner. This percentage work complete will be supported by the progress reports noted in paragraph 2. Payment to the Planner on invoices submitted to • the client is due upon receipt and shall be made within 30 days from invoice date. The amount payable under this contract is $60,000. The amount payable may be revised in the event of change of scope, increased cost, com- plexity or character of work as authorized by the Client. 6. COMPENSATION FOR ADDITIONAL WORK. Invoicing shall be prepared on the basis of hourly rates for the employees as per the attached hourly rate schedule. 7. SUBLETTING. The Planner shall notify the Client of any portions of the work under this contract that will be subcontracted. Subcontractors shall comply with the provisions of this contract. Subcontractors are independent contractors with complete control over the means and pro- cedures of performing their Contract Services and shall be responsible for the satisfactory performance of their own services; however, the Planner reserves the right to review Subcontractor's performance of the Subcontract Services. 8. TERMINATION OF CONTRACT. The contract may be terminated by any of the following conditions: • (a) By mutual agreement and consent of both parties thereto. (b) By the Client, by notice in writing to the Planner as consequences of failure by the Planner to perform the services herein set forth in a satisfactory manner and within the limits provided, with proper allowances being made for circumstances beyond the control of the Planner. • (c) By either party,, upon the failure of the other party to fulfill his obligations as set forth in the "Scope of Services." 3 (d) By the Client for reasons of his own and not subject to the mutual consent of the Planner upon not less than thirty (30) days' written notice to the Planner. (e) By satisfactory completion of all services and obligations described herein. The termination of this contract and payment of an amount in settlement as prescribed above shall extinguish all rights, duties, obligations and liabilities of the Client and the Planner under this contract. If the termination of this contract is due to the failure of the Planner ,to fulfill his contract obligations, the Client may take over the project and pursue the work to completion by contract or otherwise. 9. COMPLIANCE WITH LAWS. The Planner shall comply with all Federal, State and local laws, statutes, ordinances, rules and regulations, and the orders and decrees of any courts, or administrative bodies or tribunals in any matter affecting the performance of this contract, including, without limitation, workmen's compensation laws, minimum and maximum salary and wage statutes and regulations, and licensing laws and regulations. When required, the Planner shall furnish the Client with satisfactory proof of his compliance therewith. 10. SUCCESSORS AND ASSIGNS. The Client and the Planner each binds himself, his successors, executors, administrators and assigns to the other party to this agreement and to the successors, executors, admini- strators, and assigns of such other party in respect to all covenants of this agreement. Neither the Client nor the Planner shall assign, sublet, or transfer his interest in this agreement without written consent of the other. 11. INSPECTION OF CONSULTANT'S BOOKS AND RECORDS. The Client, for the purpose of termination of the contract prior to completion, may examine or have examined the books and records of the Planner at the Planner's office for the purpose of checking the amount of the work performed by the Planner at the time of contract termination. The Planner shall maintain all books, documents, papers, accounting records and other evidence pertaining to cost incurred and shall make such materials available at his office during the contract period and for one year from the date of final payment under this contract. 12. INDEMNIFICATION. The Client agrees to indemnify and hold harmless the Planner and his Subcontractors of any from any claims, actions or causes of action directly caused by any negligent error, action or omission on the part of the Client or any entity for which the Client is legally liable, and arising out of its professional services. The Planner and his Subcontractors agrees to indemnify and hold harm- less the Client of and from• any claims, actions or causes of action directly caused by any negligent error, action or omission on the part of the Planner and arising out of its professional services. 4 IN WITNESS WHEREOF, the parties to this contract for Planning Services has signed or caused their respective names to be signed to duplicate counterparts hereof on the 14th day of April, 1989. HOWARD NEEDLES TAMMEN & BERGENDOFF CARMEL BOARD OF PUBLIC WORKS APPROVED: By: By: Stephen G. Goddard, P.E. , Partrii;N Dorothy J. Hancock William McFadden • Stephen Spaugh Date: , 1989 • 5 ATTACHMENT A SERVICES TO BE PROVIDED BY THE CLIENT GENERAL PROVISIONS It is understood that the primary responsibilities of the Consultant will be focused on technical analysis and the development of recommendations and that the Client, primarily through its Department of Community Development Staff, will be relied upon to provide necessary data for consultant activity, preparation of records, documenting key discussion points and decisions made at Steering Committee meetings, and analysis of modifications needed in current development review and plan administration procedures to achieve 1989 Update plan implementation. Accordingly, a representative from the Department of Community Development will attend all Steering Committee meetings, the Public Information Meeting and City Council presentation as outlined in Attachment B. Department of Community Development staff will also share the responsibility of reviewing Consultant's work with the Plan Steering Committee throughout the project. Department of Community Development staff will also act on behalf of the Consultant and Plan Steering Committee in representing and reporting on progress and status of the study effort to the Plan Commission, City Council, various civic and community groups and individuals as required by the Plan Commission. The Department of Community Development will also be responsible for making text for the entire 1985 Comprehensive Plan Update available in an electronic word processed format compatible for use by HNTB. Text will have been proofed and corrected for typographical, spelling and format errors and be delivered on 5 1/4" 360K/1.2MB floppy disks. It is understood that HNTB will use word processed text provided for updates and addenda for this project. Specific services Into be provided by the Client with corresponding dates of need generally include the following: Service to be Provided o Definitive study area boundaries to be used for the project. o Relevant population and economic statistical data from Department of Community Development files, U.S. Census Bureau, Chamber of Commerce, or other agencies. o Data on existing land use in the study area including information by land use type, density and typical household size for currently developed areas. o City/Township zoning maps and ordinances for study area. o Data regarding land use types, densities, and typical household sizes for tracts of land currently being rezoned, recently rezoned, approved for development or under development. -1- • o Data on study area transportation system necessary, to determine such features as generalized capacities, operational characteristics, high hazard locations and desired level of service standards for major thoroughfares. o Existing traffic count data. o Meeting with appropriate City/Township staff and other public agencies to discuss existing and proposed transportation improvements which would influence the study area. o Data describing the water and wastewater systems serving the study area including information to determine such features as approximate service areas , supply points, treated water supply storage capacity and Availability, major service and interceptor lines, wastewater treatment () capacity, current system demands and funded improvements for major components of the water and wastewater systems over the next five years. o Meeting with appropriate City/Township staff plus representatives from other pertinent agencies to discuss existing and proposed water and wastewater facilities, improvements and capacities and abilities to • • serve the study area. o FEMA Flood Insurance maps for the study area. o Review of previously adopted goals, objectives and policies from 1985 Comprehensive Plan Update. o Review of significant deficiencies between adopted goals, objectives, and policies and directives as implied in the Updated Land Use Plan and Updated Thoroughfare Plan as recommended for adoption by the Steering • Committee. o Development and provision of future land use scenarios for use in developing the future thoroughfare plan. o Review of major provisions of current zoning ordinance and development review process to assess consistency with achieving directives as implied in the Updated Land Use Plan and Updated Thoroughfare Plan. o Presentation of findings and recommendations for modifications of goals, � objectives, policies and procedures to achieve Updated Land Use Plan and 4 Updated Thoroughfare Plan for review and adoption at Steering Committee i € meeting. 6' - , t t •wns • zo and or. - - 6 . o Review city/township zoning maps and ordinance and determine current distribution of zoning classifications in terms of area (expressed in acres) and percentages by classification relative to overall study area. -2- • ATTACHMENT B SERVICES TO BE PROVIDED BY THE PLANNER • GENERAL PROVISIONS The Carmel/Clay Plan Commission has expressed the desire to contract with Howard Needles Tammen & Bergendoff (HNTB) for the update of the 1985 Comprehensive Plan Update for the City of Carmel and Clay Township. Based upon a careful review of the RFP issued by the Plan Commission President November 3, 1988 and discussions with Department of Community Development Staff, Plan Commission Members and the 1989 Comprehensive Plan Update Steering Committee, HNTB proposes to provide professional comprehensive planning services to the Carmel/Clay Plan Commission according to the work plan and description of tasks presented in this Attachment B. It is understood that the Carmel/Clay Plan Commission is satisfied with the 1985 Update and that a total revision of the Comprehensive Plan is expected to be undertaken within five years. Accordingly, the work program for the 1989 Update is focused on deficiencies in the 1985 Update in addition to problems and issues which are current or anticipated within the next five years. This focus specifically relates to land use and transportation issues and their interrelationships in consideration of currently undeveloped land and land zoned "S-1". General work tasks and descriptions are outlined as follows: WORK PLAN OUTLINE TASK 1: DEVELOP PROJECT WORK PROGRAM 1.1: Meet with Plan Commission President and Director of Community Development to discuss project goals, direction and schedule. 1.2: Develop project work program options including; possible work tasks, resource requirements and schedule. 1.3: Review project work program options with Steering Committee to establish priorities and project scope. (February 14th meeting) 1.4: Prepare project work program based on priorities as set by Steering Committee; determine project schedule, responsibilities, number of meetings, and project deliverables. 1.5: Seek approval of project work program and contract by Plan • Commission. (March 14th meeting) -1- • TASK 2: AERIAL PHOTOGRAPHY/BASE MAPPING 2.1: Obtain composite mosaic of negatives from most recent flight available for the study area to produce a film positive at a reduced scale suitable for base mapping purposes. 2.2: Indicate study area boundaries and label significant roadways and geographic features on film positive. 2.3: Design title block, legend and graphic formats for recording of information on study exhibits. 2.4: Secure twelve reproducible contact mylars of film positive for use in planning analysis graphics. TASK 3: EXISTING LAND USE AND DENSITY • 3.1: Analyze data on existing land use in the study area compiled by Department of Community Development Staff plus new aerial photo base map to determine approximate existing land use and density patterns. 3.2: Prepare existing land use and density information tables, exhibit and text for Update report and Steering Committee meeting. TASK 4: EXISTING ZONING 4.1: Prepare existing zoning information tables, exhibit and text for Update report and Steering Committee meeting, based on information and finding provided by the Department of Community Development staff as described in Attachment A. TASK 5: PROGRAMMED LAND USE AND DENSITY 5.1: Analyze pertinent data provided by the Community Development Staff to determine approximate existing plus programmed land use and density patterns anticipated within the next five years. 5.2: Prepare programmed land use and density information tables, exhibit and text for Update report and presentation at Steering Committee meeting. 5.3: Present significant findings of Tasks 3,4 & 5 at Steering Committee meeting to verify information and study direction. • -2 • - 5.4: Prepare exhibit, describing major components of existing and programmed infrastructure framework as they relate to ability to serve existing plus programmed development over the next five years. TASK 6: EXISTING AND PROGRAMMED TRANSPORTATION SYSTEM 6.1: Compile existing data regarding daily traffic counts, peak hour counts, intersection turning movement counts, and peak hour factors for use in analysis and forecasting. • 6.2: Review existing arterial roadway service levels and identify existing capacity deficiencies. 6.3: Estimate additional peak hour trips generated by programmed land-use changes from Task 5, making use of existing traffic impact studies and/or ITE Trip Generation Guidelines , and make generalized • assignment of the trips to the arterial system for analysis. 6.4: Review arterial roadway service levels with programmed land-use changes in place and identify capacity deficiencies. 6.5: Identify potential roadway improvements to address capacity deficiencies found in Tasks 6.3 and 6.5. Improvements shall to expressed in terms of roadway classification and lane widths plus specific intersection recommendations at critical locations where improvements exceed ordinary arterial designs (e . g. grade separations, interchanges) . 6.6: Prepare exhibit, tables and text describing major components of existing and programmed transportation network and corresponding deficiencies as it relates to ability to serve existing and programmed development over the next five years. TASK 7: ENVIRONMENTAL CONSIDERATIONS 7.1: Review aerial photographs to determine significant woodland areas. 7.2: Prepare exhibit and text describing significant findings and considerations as they relate to presently undeveloped tracts of land. 7.3: Present findings from Tasks 6 & 7 at Steering Committee meeting to discuss implications for development of future land use scenarios. -3- • TASK 8 : UPDATED LAND USE PLAN DEVELOPMENT 8.1: Review findings and information discovered during the course of performing Tasks 3-7 and prepare a land use scenario for five years into the future based on "Existing Trends" . 8.2: Prepare up to two alternate land use scenarios for five years into the future based on criteria to be determined by the Steering Committee. Prepare tables illustrating anticipated numbers of additional dwelling units and gross square footage of non-residential uses by categories established for the "Existing Trends" scenario and up to two alternate scenarios. 8.4: Compile information into exhibits and text form for Update report and presentation at a Steering Committee meeting. 8.5: Present land use scenarios and select one scenario for use in the development of an Updated Thoroughfare Plan in Task 9. (Note; Selected scenario may be a combination of features from several of the alternates.) 8.6: Compile tabular, text and graphic summary of land use categories and densities of the selected future land use scenario for use in Task 9. TASK 9: UPDATED THOROUGHFARE PLAN DEVELOPMENT 9.1: Identify general traffic levels anticipated on major existing or proposed thoroughfares indicated in Task 6.6 based on information developed in Task 8.6 plus anticipated, significant land use changes external to the study area for the same period. 9.2: Estimate additional peak hour trips generated by the future land-use scenario identified in Task 8.6 and make generalized assignment of the trips to the arterial system for analysis. 9.3: Review arterial roadway service levels with programmed improvements and the future land-use scenario and identify capacity deficiencies. 9.4: Identify potential roadway improvements to address capacity deficiencies found in Task 9.3. Improvements shall be expressed in terms of roadway classification and lane widths plus specific intersection recommendations at critical locations where improvements exceed ordinary arterial designs (e .g. grade separations , interchanges). -4- • 9.5: Present findings from Task 9 at Steering Committee meeting for acceptance of, or discussions of modifications to, the proposed Updated Land Use Plan and corresponding Updated Thoroughfare Plan. TASK 10: PLAN IMPLEMENTATION 10.1: Prepare final Updated Land Use Plan and Updated Thoroughfare Plan based on modifications requested by Steering Committee in Task 9.5. 10.2: Compile goal, objective, policy, and procedural changes recommended by staff with adopted Land Use Plan and Thoroughfare Plan, and key findings and decisions from Tasks 3 through 9 into final 1989 Update Report. 10.3: Compile key features of 1989 Update into a black and white reproducible mock up of Executive Summary Poster. • 10.4: Distribute report and summary poster mock up to Steering Committee members. (Produce 20 black and white photo copies.) 10.5: Present report and summary poster mock up to Steering Committee for review, comment and a vote to forward to City Council for adoption. 10.6: Distribute report and summary poster mock up to City Council for review and adoption. (Produce 20 black and white photo copies.) 10.7: Attend City Council meeting where report and summary poster mock up are to be considered for adoption. 10.8: Finalize camera ready text and graphics as approved by council in Task 10.7 and incorporate into final report and summary poster. (Produce 50 black and white offset printed copies of "Modified 1985 Update" version. Produce 1000, two color off set printed copies of Executive Summary Poster.) 10.9: Deliver printed reports, posters, originals and 5 1/4" 360K text disks in ASCII format to Department of Community Development staff for distribution. -5- • ATTACHMENT C LIST OF DELIVERABLES GENERAL PROVISIONS The Final Report of the 1989 Update will be delivered to the City/Township Plan Commission and consist of updated text and graphic information which reflect the findings and decisions made during the course of this study. The entire document text from the 1985 Update will be made available in electronic form, from the Client. The Consultant will agree to substitute the updated information as revisions to the 1985 Update with modifications made during the course of the 1989 Update study noted in legislative format. Interim deliverables will include summary tables, handouts and exhibits to be prepared for review purposes at Plan Steering Committee meetings necessary for discussion topics. Exhibits will be produced on contact mylars of the aerial photographic base map prepared as described in Attachment A. Exhibit information will be used for Steering Committee meetings at full size (with color enhancements as appropriate) and reduced to 11"x 17" size for black and white reproduction for final report and summary poster purposes. • • EXHIBITS: o Study Area Base Map o Existing Land Use and Density o Existing Zoning o Programmed Land Use and Density o Existing and Programmed Transportation System - o Existing Trends Land Use Scenario o Alternate Land Use Scenario A o Alternate Land Use Scenario B o Updated Land Use Plan o Updated Thoroughfare Plan o Environmental Considerations REPORTS: • o Final Report Draft - 20 black and white photo copies for Steering Committee review - 20 black and white photo copies for City Council review -1- • o Executive Summary Poster Mock up - 20 black line diazo print copies for Steering Committee review - 20 black line diazo print copies for City Council review FINAL REPORT DELIVERABLES: o Executive Summary Poster Final - 1000 copies two color off set printed both sides of approximately 16" by 22" size folded to 8.5" x 11" o Final Report - 50 copies, black and white 8.5" x 11", one sided with 2 color printed cover and supportive graphics, GBC bound • • • • -2- i • • 12-Apr-89 FINAL LABOR AND COST ESTIMATE FOR CARMEL COMPREHENSIVE PLAN UPDATE Page 1 -JOB BUDGET ENTRY FORM SUGGESTIONS • - IDENTIFICATION OFF ASSIGNEE LABORHOURS LABORHOUR BASE COST LOAD 1 EST JOB-SEG-SUB Isuo NUM TITLE DOFF INIT RATE 1 FEE 13139-11-00 01 024 INDY TASK 1 LABOR 024 JKG 109 $15.51 $1,691 2.85 1 $4,819 13139-11-00 02 001 KC TASK 1 LABOR 001 BGP 57 $14.80 $844 • 2.85 1 $2,404 13139-11-01 03 024 INDY LAND USE LABOR 024 JKG 476 $11.63 $5,536 2.85 J$15,778 13139-11-01 04 001 KC LAND USE LABOR 001 BGP 174 $14.00 $2,436 2.85 1 $6,943 13139-11-02 05 024 INDY TRANSPORATION LABOR 024 JUN 523 $15.46 58,087 2.85 1523,043 13139-11-00 06 024 INDY EXPENSES 024 JKG $5,763 1 1 $5,763 13139-11-00 07 001 KC EXPENSES 001 BOP $1,245 1 ( $1,245 TOTALS FOR CHECKING 1339 $18,594 --- LABOR --- $52,992 • $7,008 -- EXPENSE -- $7,008 $25,602 - CONTRACT -- $60,000