Ci t yof Sout hMi ami Compr e he ns i v ePl anandL andDev e l opme ntCodeRev i s i on RF Q# PL 2 0 1 6 0 4 Mar c h4,2016
GREATI NSI GHTS. GREATEROUTCOMES.
A.Ti t l ePage
A. Title Page City of South Miami Comprehensive Plan and Land Development Code Revision RFQ #PL2016-04 March 2, 2016 Tindale Oliver Design 135 West Central Boulevard, Suite 450 Orlando, FL 32801 Ginger Corless, AICP, CPRP (407) 657-9210
City of South Miami Comprehensive Plan and Land Development Code Revision RFQ #PL2016-04
B.T abl eofCont ent s
Table of Contents C. Cover Letter and Executive Summary ......................... C-1 D. Firm Overview ............................................................ D-1 E. Personnel and References Personnel ............................................................................................ E-1 References........................................................................................... E-6
F. Other Relevant Experience...........................................F-1 Forms Proposal Submittal Checklist Form ..................................................... 1 Respondents Qualification Statement ................................................. 2 List of Proposed Subcontractors and Principal Suppliers ................... 5 Non-Collusion Affidavit ......................................................................... 6 Public Entity Crimes and Conflicts of Interest ...................................... 8 Drug Free Workplace ........................................................................... 11 Acknowledgement of Conformance with OSHA Standards ............... 12 Affidavit Concerning Federal & State Vendor Listings ........................ 13 Related Party Transaction Verification Form ..................................... 15 Presentation Team Declaration/Affidavit of Representation ............ 18 EXHIBIT 2 Supplemental Instructions and Proposal Format for Respondents ....................................................................................... 19 EXHIBIT 4 Indemnification and Insurance Documents ...................... 21 EXHIBIT 6 Signed Contract Documents, Professional Services Agreement ........................................................................................... 31 Copies of Addenda .............................................................................. 39
City of South Miami Comprehensive Plan and Land Development Code Revision RFQ #PL2016-04
C.CoverLe t t er andEx ec ut i veSummar y
GREAT INSIGHTS. GREATER OUTCOMES.
March 4, 2016 Maria M. Menendez, CMC City Clerk City of South Miami South Miami City Hall 6130 Sunset Drive South Miami, FL 33143 Re: RFQ #PL2016- 04, “Comprehensive Plan and Land Development Code Revisions” Dear Selection Committee: TOA Design Group, LLC (Tindale Oliver Design) is pleased to submit this proposal for the above-referenced RFQ for the City of South Miami. We are a team of experts who have successfully assisted local governments in the development and implementation of comprehensive plans for more than 25 years. Your Goals: We are committed to completing this project in a timely and efficient manner that helps achieve the City Commission’s goals to: ensure that City services help create a superior quality of life where people desire to live,
work, and play, enhance the long-term fiscal integrity of the City, promote quality development that diversifies the City’s economic base, foster investment and reinvestment in commercial and residential neighborhoods, bolster South Miami Downtown as a premier mixed-use destination, and celebrate South Miami’s heritage and history, thereby nurturing community pride and an ever-improving
quality of life. Experience has taught us that several months of review are required for communities to absorb the changes that inevitably accompany Comprehensive Plan and LDC rewrites; this is particularly true for land-locked communities such as South Miami, which wrestle with controversial infill issues such as density, traffic, and parking. Although we believe that the proposed scope cannot be completed responsibly within the 10 months indicated, we are committed to drafting the Comprehensive Plan and Land Development Code (LDC) within that timeframe. To help accomplish the City’s ambitious timeline, our approach, as summarized below, envisions that the Plan and LDC will be updated concurrently. Our team’s history of working together assures me that this can be accomplished in a manner that ensures consistency between the two documents. Our Team: Our team understands the many facets of preparing and implementing comprehensive plans through land development codes and a broad range of other techniques. We bring expertise in community engagement, planning and urban design, transportation policy and programs, parks and public facility provision, green infrastructure, resilient design, sustainable development codes, form/design-based regulation, public finance, and economic development. We have the collective project experience and commitment to understand your specific challenges and guide you in the selection of the most effective approaches to address those challenges. Our team includes the design and transportation expertise of Tindale Oliver Design; the local TAMPA ORLANDO BARTOW FORT LAUDERDALE BALTIMORE SEATTLE 135 W. Central Blvd., | Suite 450 | Orlando, FL 32801 | (407) 657-9210 | Fax (407) 657-9106
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C. Letter of Interest
knowledge and planning expertise of the Miami office of Wallace, Roberts and Todd; and the planning and code drafting expertise of Michael Lauer Planning. We have the advantage of understanding the issues faced by the City and the opportunities available to it without the political baggage of having been embroiled in its controversial development issues. Process and Products: We understand the importance of this project for the quality of life in South Miami for today’s residents and future generations. Based on our extensive experience doing similar projects for hundreds of communities, we know that the project will succeed if our products: are developed through the meaningfully involvement of staff, the Planning Board, City the Commission
and South Miami’s residents and business owners, reflect local values and resources, are logically organized and richly illustrated so that the desired outcomes are clear to all users, establish procedures that provide appropriate public input and are more collaborative than adversarial to
facilitate desired private investment, guide City decision-makers as they set priorities for investment of limited public resources, yield predictable outcomes for development applications, and are a defensible and easily-administered tool to achieve the City’s goals and objectives.
Approach: The Tindale Oliver Design Team has been assembled to succeed at implementing our project approach, which is based on the following phases: Phase 1: Review of Existing Planning Documents, Regulations, Trends and Initiatives. This phase involves the understanding of: written and unwritten policies and practices, the validity and effectiveness of existing goals, objectives, policies and
implementing development regulations, emerging demographic, socioeconomic, and development trends in the
city and region, local regional initiatives affecting the built and natural environments, threats to sustaining the long-term quality of life in the city, and opportunities to make South Miami the ideal place to live, work, play,
and stay. This phase will begin with the Team meeting with City staff to develop a clear understanding of the City’s goals and priorities. It also includes review of existing plans (e.g., Comprehensive Plan, Land Development Code, Intermodal Transportation Plan, etc.), capital improvement plans, past/ current budget documents, and County, regional, and State plans/policies that play a role in setting the direction for future growth and development. A key element of this initial phase will be finalizing details of the project’s citizen engagement process, which includes the structuring of the project website and other forms of outreach, the identification of key stakeholders to involve in the revision process, strategies for a public information/education program, and logistics for meetings, interviews, focus groups, and other community engagement activities.
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C. Letter of Interest
Phase 2: Comprehensive Plan/LDC and Related Authorizations Review. After developing an understanding of the City’s needs, issues, opportunities, and aspirations from their local and regional contexts, the Team will audit the existing comprehensive plan and LDC to identify inconsistencies within and between each document and between each document and the findings in Phase 1. The intent of this phase is to ensure that the consultant team and the City agree on the issues to be addressed in the Comprehensive Plan and LDC revision. In addition to the items identified by staff in the RFQ and during Phase 1, the Tindale Oliver Design Team will identify potential changes to policies, procedures, standards, and maps based on our experiences with hundreds of communities throughout Florida and the U.S. Finally, this phase will kick off the community’s engagement in the process by beginning the essential tasks of: listening to stakeholders’ concerns and aspirations for the future, developing a mutual understanding of the challenges facing the City and alternative ways to address those
strategies, and beginning to build consensus for the strategies that best meet South Miami’s needs.
Phase 3: Annotated Outlines. The Tindale Oliver Design Team will develop annotated outlines of for the Comprehensive Plan and LDC that clearly identify organizational and substantive changes to each document. Key elements of this process are to ensure that existing provisions that remain valid are retained, potential changes are clearly highlighted, and the justifications and implications of changes are explained. Tasks in this phase will be iterative in nature, with Tindale Oliver Design Team sharing preliminary recommendations with City staff and collaboratively refining recommendations based on staff insights before presenting the outlines to the Planning Board, City Commission, and community stakeholders. In addition to providing information to the public through electronic and conventional media, the Team will engage the public in a two-day forum to inform, listen, understand community concerns, and build consensus for proposed changes. Prior to initiating Phase 4, the Team will prepare revised annotated outlines reflecting any changes resulting from input from public officials and stakeholders for staff review and refinement. Phase 4: Draft Comprehensive Plan and Land Development Code. Based on the revised outlines from Phase 3, the Tindale Oliver Design Team will draft revised a Comprehensive Plan and LDC. The draft will highlight substantive changes to existing policies, procedures, and standards to facilitate reviews by staff, the Planning Board, the City Commission, and stakeholders. In addition to the drafts, the Team will prepare illustrated summaries of changes. As with the annotated outlines, the drafting process will be iterative, with City staff reviewing and identifying desired revisions to all drafts before they are posted for public review. A critical element of staff review will be to collaborate with the Team to identify specific parcels and development patterns to test the effects of the revised Plan and LDC. Upon completion of the staff review, public review drafts will be prepared for workshops with the Planning Board, City Commission, and community stakeholders. Prior to initiating the public hearing and adoption process, the Team will facilitate three community workshops to review the proposed Plan and LDC. These highly-visual workshops will emphasize the qualitative and quantitative effects of the Plan and LDC on residential, commercial, and mixed-use neighborhoods and on mobility options, housing choices, and other factors affecting South Miami’s quality of life. Phase 5: Adoption and Implementation. Following edits to the Plan and LDC arising from Phase 4, the Tindale Oliver Design Team will provide assistance throughout the adoption and implementation process. Prior to the Planning Board hearing, the Team will conduct workshops for informal discussion of the draft Plan and LDC to answer questions about their effects on individual properties and the community as a whole. Separate workshops will be conducted for the community, the Planning Board, and the City Commission. Following the workshops and any document revisions resulting from the workshops, the Team will provide support at hearings before the Planning Board and the City Commission. Following adoption, the Team will prepare final documents as needed and provide the final documents in native and PDF format.
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C. Letter of Interest
Resource Allocation. South Miami will have the focus of key professionals throughout this project. As shown below, we anticipate that 70% of the project will directly involve seasoned professionals with extensive project management experience, as is indicated by their resumes. PROFESSIONAL
AREAS OF FOCUS
PERCENTAGE OF PROJECT
Ginger Corless, AICP, CPRP
Project Management, Public Engagement, Planning & Design
Michael Lauer, AICP
Plan Implementation and Code Drafting
Sylvia Vargas, AICP, LEED AP
Public Engagement and
Acknowledgement of Addenda. The Tindale Oliver Design team acknowledges the receipt of Addenda 1 and 2 for this submittal. Copies of these addenda can be found at the back of the FORMS tab. I, Ginger Corless, will serve as your contract manager. As the Vice President of Tindale Oliver Design, I have the full authority to represent and bind the firm through the execution of agreements and contracts. If you have any questions or need additional information, please do not hesitate to contact me. Let me personally assure you that we fully realize the work required to successfully complete this vital project for the City and are committed to accommodate your needs in a professional and timely manner. Sincerely,
Ginger Corless, AICP, CPRP Director, Community Planning & Design 135 W. Central Boulevard, Suite 450 Orlando, FL 32801 Office: (407) 657-9106 Cell: (407) 616-5500 Email: [email protected]
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D.Fi r m Over vi ew
D. Firm Overview Legal Name and Organizational Structure Our firm’s legal name is TOA Design Group, LLC and we do business as Tindale Oliver Design for which we hold a current fictitious name registration (DBA) with the State of Florida. Our parent company Tindale Oliver, Inc. was founded in 1989 as an S Corporation. Tindale Oliver has grown from a firm of 3 employees in 1989 to 70+ employees in 2016, with staff certifications including 10 P.E.s, 18 AICPs, 6 LEEDs, and 2 AI/PEs, as well as numerous planners, engineers, economists, and GIS analysts and offices in Florida (Tampa, Orlando, Bartow, Fort Lauderdale), Maryland (Baltimore), and Washington (Seattle).
Ownership Structure Tindale Oliver, Inc., currently has 14 employee shareholders. Our Board of Directors and Principals include the following individuals. Tindale Oliver Board of Directors Steven A. Tindale, P.E., AICP, President and Secretary William L. Ball, AICP, Vice President Robert P. Wallace, P.E., AICP, Vice President Joel R. Rey, P.E., AICP, Vice President Donald D. Latkovic, Treasurer Tindale Oliver Principals Steven A. Tindale, P.E., AICP, Chief Executive Officer William L. Ball, AICP, Principal/Vice President and Chief Operating Officer Robert P. Wallace, P.E., AICP, Principal/Vice President Donald D. Latkovic, Principal/Chief Financial Officer Joel R. Rey, P.E., AICP, Principal/ Vice President Ginger Corless, AICP, CPRP, Principal Demian W. Miller, AICP, Principal Nilgün A. Kamp, AICP, Principal
Office Location For this contract, our project team will based out of our Orlando office. The daily tasks and communication for this project will be conducted by our Principal-in-Charge Ginger Corless, AICP, CPRP (Orlando), and Contract Manager Evan Johnson, AICP, LEED AP (Tampa). Tindale Oliver Design Virginia “Ginger” Corless, AICP, CPRP, Principal, Director of Community Planning and Design Solutions Address: 135 West Central Boulevard, Suite 450, Orlando, FL 32801 Phone/Fax: 407.657.9210 Cell Phone: 407.616-5500 E-mail: [email protected]
Website: www.tindaleoliver.com Firm: Contact:
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E.Per s onnel andRef er enc es
E. Personnel and References The following section details the firms and primary individuals that comprise the Tindale Oliver Design Team that will provide professional services to the City. The team chart below illustrates the structure and hierarchy of our team. Tindale Oliver’s company wide organization chart can be seen on the following page.
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E. Personnel and References
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E. Personnel and References
Tindale Oliver Design The following provides summarized professional biographies of the Tindale Oliver Design team assigned to this contract. Our subconsultant firms are addressed on the following page. Professional certification and license numbers are for these individuals are displayed on their resumes which directly follow. Virginia “Ginger” Corless, AICP, CPRP Role: Contract Manager Ginger will serve as the Contract Manager for the City of South Miami Comprehensive Plan and Land Development Code Revision Contract. She serves as Vice President of her firm’s Community Planning and Design Solutions division, Tindale Oliver Design. She is a certified planner, a certified parks and recreation professional, and a public outreach and Crime Prevention Through Environmental Design (CPTED) specialist. Ginger has provided professional services to complete a variety of assignments including Findings of Necessity reports, community master plans, redevelopment plans, small area plans, parking master plans, transit-oriented development, form-based and land development codes, and design guidelines. As a recreational and park professional, she has served as the lead recreational planner for 100+ park projects. Ginger is familiar with the MIRA, having worked on some of the original streetscapes for SR 520. Evan Johnson, AICP, LEED AP Role: Task Leader Evan serves as a Senior Project Manager with Tindale Oliver Design’s Community Planning and Design Solutions team. He has served on a variety of projects for both public and private sector clients, with a primary focus on urban development and redevelopment. He is experienced in planning for Community Redevelopment Areas (CRAs), community colleges, corridor redevelopment, urban rezoning/site plan approvals, and Comprehensive Plan Amendments and analysis.
Alex Law, AICP Role: Planner/Urban Designer Alex has more than 20 years of experience providing professional community/recreational planning and urban design services to a variety of local, county and state government agencies throughout Florida. Assignments have included parks and recreation master plans, recreation and open space elements, community master plans, small area plans, redevelopment plans, parking master plans, transit-oriented development, form-based and land development codes, and design guidelines.
Angela Coullias Role: Planner/Urban Designer Angela is an Urban Designer/Planner on our Community Planning and Design Solutions team. She has a background in both architecture and planning, with several years of experience working in the public and private sectors, engineering consulting, and the statewide pedestrian and bicycle safety campaign. She is familiar with design/architecture, project delivery, and community outreach, and has interests in community redevelopment, master planning, and accessibility.
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E. Personnel and References
Subconsultants Michael Lauer Planning, LLC Michael Lauer offers expertise to local governments in planning, plan implementation and community engagement. He prepares practical, action-oriented comprehensive plans, strategic plans, area and corridor plans and neighborhood revitalization plans that clearly convey the community’s vision for the future, identify measurable steps towards achieving that vision, and schedule specific actions to transform vision to reality. Michael creates defensible, usable development regulations that facilitate desired development, addressing both community-wide and neighborhood-specific issues. He offers continuing support in the forms of code maintenance services, development plan review assistance and a wide variety of other plan implementation measures. Michael engages stakeholders in the development and implementation of plans and codes to foster the sense of ownership that arises from knowing that they will help the community realize its vision in ways that are consistent with local needs, values and resources. He believes success relies on the success of our clients in becoming better places to live, work and play today and for future generations. Michael Lauer, AICP Role: Code Specialist Michael Lauer, AICP, Principal of Michael Lauer Planning, LLC, has served local governments from coast to coast over the last 33 years; he has developed and helped implement numerous awardwinning growth management programs for urban and rural jurisdictions. In addition to developing comprehensive and strategic plans, he has developed plan implementation programs addressing infrastructure adequacy, redevelopment, concurrency management, agricultural preservation, and development and design regulations. As a Principal and cofounder of Planning Works from 2000-2015 and Director of Planning for the law firm of Freilich, Leitner & Carlisle in the 1990s, Mr. Lauer gained unique insights on local governments’ successes and failures in managing growth and creating vibrant communities. Prior to joining FLC, he worked for Georgetown, Texas, where he helped develop an award-winning plan linked to a GIS-based infrastructure capacity allocation program.
WRT Founded in 1963, Wallace Roberts & Todd, LLC (WRT) is a multi-disciplinary planning and design firm. The firm’s track record encompasses over 40 comprehensive plans and growth management strategies, as well as dozens of stand-alone community visions, downtown plans, sector plans, corridor plans, zoning ordinances and actionoriented toolboxes that have been successfully adopted and implemented. In Florida, their first generation of comprehensive plans advanced the state of the art in sustainable planning and balanced growth and became the foundation for best practices in Florida planning. WRT’s landmark comprehensive plans proved enduring in their quality and success, including: the Monroe County 2010 Comprehensive Plan, recognized for its innovative solutions to severe conflicts between sensitive ecosystems and development; the Sanibel Island Vision Comprehensive Plan (APA National Planning Landmark Award), which has allowed the island to retain both its place as an environmental attraction and its superior quality of life; and the Orlando Growth Management Plan, which helped transform Downtown Orlando into one of Florida’s most successful urban centers. In Lee County, they developed a fiscally responsible long term plan (APA FL Best Practices Merit Award) to enhance the sustainability of Lehigh Acres, a massive platted subdivision. WRT has also planned the revitalization of more two dozen community downtowns and CRA areas over the past three decades, including extremely successful efforts in Miami, Miami Beach’s South Beach, Delray Beach, Sarasota, Pensacola Beach, Jacksonville Beach, Palmetto, Key West, Hollywood, Orlando, Punta Gorda, and Fort Myers Beach.
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E. Personnel and References
Silvia E. Vargas, AICP, LEED AP Role: Planner A leader in WRT’s comprehensive planning practice with over 22 years of experience, Silvia has directed dozens of planning processes leading to the creation of innovative plans and implementation tools for communities throughout the U.S. and abroad. In addition to region-wide, county and city comprehensive plans, Silvia’s experience encompasses numerous studies and plans at the system, district and site scales. In recent projects, Silvia has focused on generating innovative solutions to the ongoing and emerging issues that must be tackled in a “21st Comprehensive Plan,” including: integrated planning, community health, resilience, place-making, partnership leveraging, neighborhood empowerment, implementation performance, and community engagement that can endure beyond plan adoption. Silvia is the immediate past Chair of the Gold Coast Section of APA (Miami-Dade/FL Keys) and recent member of the Executive Committee of the APA FL Chapter. She consulted as an expert to the Fall 2015 session of The American Architectural Foundation’s Sustainable Cities Design Academy, and is a member of ULI’s Women’s Leadership Initiative. Silvia was recently elected to a four-year term on the national AICP Commission representing the AICP electorate of Region III, which includes eight U.S. states, the Caribbean and Central and South America.
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Ginger Corless, AICP, CPRP Principal/Director of Community Planning and Design Solutions
BS, Ornamental Horticulture/ Landscape Design, Auburn University Graduate of the Park Planning and Maintenance School
Years of Experience 33
AICP #011315 Certified Parks and Recreation Professional Crime Prevention Through Environmental Design Specialist FDOT Public Involvement Specialist
American Planning Association (APA) Florida Planning & Zoning Association Florida Recreation & Parks Association National Recreation & Parks Association
As certified planner, Ginger has over 30 years of experience directing the planning, design and public outreach services for public infrastructure. She is a certified parks and recreation professional, public outreach specialist and is trained in Crime Prevention Through Environmental Design (CPTED). She has provided planning services on such assignments as alternative analysis’, finding of necessities, redevelopment plans, community master plans, small area plans, parking master plans, corridor studies, transit studies, transit oriented development, form based and land development codes and design/development standards. As a recreational and park professional, Ginger has served as the lead recreational planner and designer for over 100 different park projects, including multi-use trails. Ginger has extensive experience directing public involvement and is known for her ability to reach community consensus and facilitate public discussions for high profile projects.
Representative Projects Planning & Urban Design
Kissimmee, FL: CRA Design & Technical Standards, (Ongoing) Orange City, FL: CRA Finding of Necessity & Redevelopment Plan (2013) Kissimmee, FL: CRA Plan Update (2012) Panama City Beach, FL: Front Beach Road Form Based Code (2012) Gainesville, FL: Form Based Code Framework (2010) Coral Springs, FL: Redevelopment Plan Update (2009) Parker, FL: CRA Finding of Necessity &Community Redevelopment Plan (2009) Holly Hill, FL: CRA Master Plan, Gateways, Wayfinding & Transit Facilities (2008) Deltona, FL: Urban Design Master Plan & Pattern Book (2007) FDOT District 5: SR 50/SR 434 Redevelopment Plan (2007) DeLand, FL: Downtown Redevelopment Plan Update (2006) Ft. Walton Beach, FL: Beal Parkway Neighborhood Action Plan (2005) Gainesville, FL: College Park/University Heights Redevelopment Plan Update (2005) Mascotte, FL: CRA Finding of Necessity & Community Redevelopment Plan (2005) Ocoee, FL: CRA Finding of Necessity & Redevelopment Plan (2005) Gainesville, FL: CRA Visual Master Plan (2005) Charlotte Co. FL: Murdock Village Finding & Community Redevelopment Plan (2005) Palm Bay, FL: CRA Finding of Necessity & Community Redevelopment Plan (2004) Casselberry, FL: CRA Finding of Necessity & Community Redevelopment Plan (2004) Pensacola, FL: Belmont-DeVillers Neighborhood Land Use Plan (2004)
Transportation & Public Involvement
Orlando: LYNX Lymmo Parramore BRT (Ongoing) Gainesville: RTS BRT Alternative Analysis (2014) FDOT District 5 : A1A Multimodal Corridor Analysis (2014) FDOT District 5: US 441 Corridor Study (2014) Sanford SunRail Station Area Plan, Seminole County (2014)
Ginger Corless, AICP, CPRP Principal/Director of Community Planning and Design Solutions
Orlando: LYNX Lymmo East/West BRT (2013 - 2014) LYNX’s Comprehensive Operational Analysis (COA) (2013) Orlando: Shingle Creek Regional Trail (2013) New Smyrna Beach: W. Washington Street Streetscape (2012) Orlando: LYNX Lymmo Alternative Analysis (2012) Tampa: Hillsborough Avenue Streetscape (2011) Orange City: US 17-92 Corridor Master Plan (2011) Chain of Lakes Downtown Trailhead, Winter Haven, FL (2011) Transit Oriented Design, DeBary, FL (2010) FDOT District 5: SR 200 Construction Information Program (2003)
Evan Johnson, AICP, LEED AP Senior Project Manager
MS, Urban and Regional Planning, Florida State University BA, History/International Affairs, Florida State University
Years of Experience 11 Registrations
AICP #18396 Florida LEED AP #10022958
Professional Affiliations American Planning Association (APA) Florida Redevelopment Association (FRA)
Evan is a Senior Project Manager with Tindale Oliver’s Community Planning and Design Solutions team. He has served on a variety of projects for both public and private sector clients, with a primary focus on urban development and redevelopment. He is experienced in planning for Community Redevelopment Areas (CRAs), community colleges, corridor redevelopment, urban rezoning/site plan approvals, and Comprehensive Plan Amendments and analysis.
Representative Projects Community/CRA Planning
Lakeland East Main Street Economic Development Strategic Action Plan (Ongoing) Longboat Key Town Center Master Plan and Overlay (Ongoing) Port St. Lucie Neighborhood Plans (Ongoing) Citrus County Multimodal Transportation Element (MMTE) Update (Ongoing) St. Pete Beach CRA Plan Update (ongoing) Pinellas Planning Council Countywide Plan Update (ongoing) Edgewater CRA Finding of Necessity and CRA Plan (2013-2014) Kissimmee CRA Master Plan Update and Design Guidelines (2012-2014) Gainesville CRA Finding of Necessity Studies (2008, 2010, 2011, 2014) St. Petersburg Old Southeast Neighborhood Plan (2012 - 2013) Manatee County CRA Finding of Necessity Study (2010 - 2011) Pinellas County Industrial Land Use Study (ILUS) (2007) Tampa Central Park CRA Finding of Necessity and CRA Plan (2007) Bradenton CCRA Washington Park Neighborhood Plan (2006) Tampa Channel District CRA Strategic Action Plan (SAP) (2005) Lakeland Downtown CRA Expansion Finding of Necessity and CRA Plan (2005)
Hillsborough MPO—Planning Support for Mobility Element Updates (2014-2015) Sarasota Mobility Plan & Downtown Circulator Feasibility Study (2015) Gainesville Streetcar Feasibility Study (2014) Pinellas MPO Station Area Charrettes (2013) Broward MPO Hollywood-Pines Corridor Study (2013) Tampa Bay Area Regional Transit Authority (TBARTA) Westshore Area to Crystal River/Inverness Corridor Study (2011) City of Tampa and Hillsborough County TOD Comprehensive Plan Policies (2009 2010) Tampa and Hillsborough County Transit Oriented Development (TOD) Comprehensive Plan Policies (2009) Dunedin Corridor Studies (2008)
Evan Johnson, AICP, LEED AP Senior Project Manager
Polk County Auto Auction Comprehensive Plan Amendment and Planned Unit Development Rezoning (2008 - 2009) North Ybor Channel Comprehensive Plan Amendments/Rezoning (2007 - 2008) Tampa International Center (IKEA) Comprehensive Plan Amendment and Rezoning (2006 - 2007) Clearwater Downtown Residence Inn Flexible Development Application (2006) Tampa Venu Downtown Condominium Project (2006)
Hillsborough Community College Campus Master Plans (2005, 2010) St. Petersburg Museum of Fine Arts Environmental Development Commission Approval (2007)
Alex Law, AICP Planner/Urban Designer
Master of Landscape Architecture , University of Guelph; Guelph, Ontario; Canada Bachelor of Environmental Studies/ Urban and Regional Planning, University of Waterloo; Waterloo, Ontario; Canada
Years of Experience: 20
Certifications: AICP #017247
Professional Affiliations: American Institute of Certified Planners (AICP)
Alex has over 20 years of experience providing professional community planning and urban design services to a variety of local, county and state government agencies. Assignments have included community master plans, small area plans, redevelopment plans, corridor plans, parking master plans, transit oriented development, form based and land development codes and design guidelines/standards.
Representative Projects Community Planning
Neighborhood Planning Areas, Port St. Lucie, FL (On-going) Transportation Element Update, Citrus County, FL (On-going) Blight Study, Gainesville, FL (2015) East Main Street Strategic Plan, Lakeland, FL (2015) Finding Update & Redevelopment Plan, Edgewater, FL (2015) Finding & Redevelopment Plan, Orange City, FL (2014) Form Based Code, Panama City Beach, FL (2012) LYMMO Transit Downtown Circulator Expansion Study, Orlando, FL (2011) Land Development Code, Gainesville, FL (2010) City of Wauchula/Hardee County Logo Development, Hardee County, FL (2010) District 5 Community Assistance Program (CAP) Planning Support Services, Central Florida (2010) Form Based Code, Gainesville, FL (2010) Rural Design Pattern Book, Enterprise, FL (2009) Architectural Design Guidelines, South Daytona, FL (2008) Planning Overlay Study, Panama City Beach, FL (2007) Finding & Community Redevelopment Plan, Parker, FL (2007) Finding & Community Redevelopment Plan, Cedar Grove, FL (2007) Front Beach Road Streetscape Design Guidelines Manual, Panama City Beach, FL (2007) Grandview Redevelopment Plan, Mount Dora, FL (1998)
Urban Design & Infrastructure
JW Clay Streetscape, Charlotte, NC (2015) Unified Development Code, Southern Pines, NC (2013) Sidewalk Mitigation Plan, Orlando, FL (2011) City of Dunedin Parking Study, Dunedin, FL (2010) City of Orlando Downtown Parking Study, Orlando, FL (2010) Transit Oriented Development Standards Comprehensive Plan Amendments; DeBary, FL (2010) CRA Expansion, Cape Coral, FL (2010) Urban Design Master Plan, Deltona, FL (2009) Urban Design Pattern Book, Deltona, FL (2009) Pedestrian Connectivity, Open Space & Drainage Study, Lake Mary, FL (2009) www.tindaleoliver.com
Alex Law, AICP Planner/Urban Designer
Transit Oriented Development Land Use Code, DeBary, FL (2008) TDC Gateways, Panama City Beach, FL (2008) CRA Gateways, Wayfinding & Transit Facilities, Holly Hill, FL (2008) Howland/Elkcam Intersection Improvements, Deltona, FL (2008) CRA Master Plan, Holly Hill, FL (2007) Multi-Modal Center, Panama City Beach, FL (2007) Town Center Master Plan, South Daytona, FL (2007) Town Center Design Guidelines, Vilano Beach, FL (2007)
Parks & Recreation
TOD Public Spaces Master Plan, DeBary, FL (2010) Veterans Memorial Park, Hillsborough, FL, (2009) Citywide Parks, Recreation & Trails Master Plan, Winter Haven, FL (2009) Sensory Garden Park, South Daytona, FL (2008) Recreation & Open Space Element, Winter Haven, FL (2006) Recreation & Open Space Element, Lake County, FL (2000) River-to-Sea Preserve, Flagler County, FL (2000) Malacompra Greenway, Flagler County, FL (1998)
Angela Coullias Planner/Urban Designer
MA, Urban & Regional Planning, University of Florida BA, Architecture, University of Florida
Angela is an Planner/Urban Designer on Tindale Oliver’s Community Planning and Design Solutions team. She has background in both architecture and planning, with several years of experience working in both the public and private sector, in engineering consulting as well as the statewide pedestrian and bicycle safety campaign. Angela is familiar with design/architecture, project delivery and public outreach, with interests in community redevelopment, master planning, and accessibility.
Representative Projects Urban Design and Planning
Years of Experience 5
American Planning Association (APA) Association of Pedestrian and Bicycle Professionals (APBP)
City of Port St. Lucie Neighborhood Planning (ongoing) JW Clay Streetscape Conceptual Design, Charlotte, North Carolina (ongoing) Palm Harbor Alt. US 19 Intersection Improvements (2015)
Community Outreach and Education
Bike Walk Tampa Bay Regional Council assistance in design and organization for Florida Department of Transportation Safety Office (ongoing) Provide In-house support to the Florida Department of Transportation District Seven Safety Studies and Minor Design Contract (ongoing) Florida Pedestrian and Bicycle Strategic Safety Plan implementation and coalition (2014-2015) Alert Today, Alive Tomorrow Pedestrian and Bicycle Program Planner (2014-2015)
MICHAEL LAUER, AICP, PRINCIPAL Based in Melbourne Beach, Florida, Michael Lauer has served local governments from coast to coast over the last 33 years. He has developed award‐winning growth management programs addressing diverse plan implementation needs, including form‐based design regulations, concurrency and infrastructure funding. Michael’s planning approach blends consensus‐building with a strong technical foundation, ensuring that plans reflect local values and resources. His projects are distinguished by the strong support they receive through adoption and implementation and, more importantly, through the long‐term relationships he maintains with his clients. Michael has built his reputation by listening, forging consensus for creative actions to produce more livable communities, reducing risks from natural hazards, crafting context‐sensitive solutions and promoting economic vitality. As the Director of Planning for the law firm of Freilich, Leitner & Carlisle and subsequently, the cofounder and Principal of Planning Works, Michael Lauer has gained unparalleled insight on the opportunities for local governments created through proactive growth management planning.
Education & Certifications
ANCI Charrette Certification American Institute of Certified Planners Master of Community & Regional Planning, University of Texas Bachelor of Arts, University of Texas
Recent Publications “Mastering Mobility through Greater Connectivity” APA Transportation Division Newsletter, Fall, 2011
Ethics, Equity and Sustainable Communities, New Partners for Smart Growth 2016
Ethics of Communication: National APA 2015 & 2016 Fat City Strategic Revitalization Plan; APA Louisiana 2015 Diagnosing Codes; APA Virginia 2012
Civil Discourse; APA Louisiana 2012 Putting the Planning Back in Capital Planning; APA Virginia 2011; CPEAV 2012 Innovations in Zoning, CPEAV, 2012 Mastering Mobility; National APA 2011; 2011 Virginia; FAPA 2012 Capitalizing on TOD: Don’t Miss the Bus/Train; FPZA 2011 Putting the Planning Back in Capital Planning; CPEAV, 2011 Land Suitability Modeling; CPEAV, 2011; Kansas APA and Missouri APA, 2009 Is Planning Dead?; National APA, 2010 The Next Generation of Public Participation; Missouri APA, 2009 Disaster Preparedness & Mitigation; Center for American & Int. Law, 2008 Keeping the Planning in Capital Planning; National APA, 2007 Adequate Public Facilities, Beyond Transportation & Utilities; National APA, 2007 After the Flood, Louisiana & Mississippi Recovery Status; National APA, 2006 Addressing Unintended Consequences of Concurrency; National APA, 2006
Selected Project Experience Land Development Regulations Impact Fees ‐ Douglas County, Colorado Transportation Impact Fees, Development Capacity Analysis and Growth Scenarios Analysis, Durango, Colorado Zoning and Development Code ‐ Grand Junction, Colorado Community Facilities Analysis ‐ Thornton, Colorado Mixed‐Use Development Standards – Gainesville, Florida Land Development Regulations ‐ Hillsborough County, Florida School Concurrency, School Siting Standards/ Intergovernmental Agreement ‐ Hillsborough County School District, Florida Form‐Based Code and Land Development Code Rewrite ‐ Panama City Beach, Florida Ongoing Land Development Code Maintenance – Panama City Beach, Florida I‐4 Technology Corridor Overlay – Plant City, Florida Interim Development Ordinance ‐ Carroll County, Georgia
Adequate Transportation Facilities Ordinance ‐ Ada County, Idaho Unified Development Code ‐ Charleston, Illinois Subdivision and Zoning Regulations ‐ Clinton County, Iowa Interim Development Ordinance/LESA System ‐ Linn County, Iowa Unified Development Code ‐ Monroe County, Iowa Unified Development Code ‐ Warren County, Iowa Interim Development Ordinance and Unified Development Code ‐ Calcasieu Parish Louisiana Subdivision Regulations Update and Unified Development Code ‐ Jefferson Parish, Louisiana Mixed‐Use Redevelopment Standards – Jefferson Parish, Louisiana Comprehensive Land Use Regulations Updates and Old Mandeville Design Standards ‐ Mandeville, Louisiana Rate of Growth Ordinance ‐ Queen Anne’s County, Maryland Subdivision Regulations, Mining Regulations ‐ Rochester, Minnesota Unified Development Code ‐ Jackson County, Missouri Zoning and Sign Regulations ‐ Jefferson City, Missouri Development Code Update ‐ Lafayette County, Missouri Adequate Public Facilities Ordinance ‐ Huntersville, North Carolina Unified Development Code ‐ Statesville, North Carolina Unified Development Code – Southern Pines, North Carolina Ongoing UDC Maintenance – Southern Pines, North Carolina Adequate Public Facilities Ordinance, Interim Development Ordinance ‐ Union County, North Carolina Development Code ‐ Kiawah Island, South Carolina Adequate Public Facilities Ordinance ‐ York County, South Carolina Interim Development and Adequate School Facilities Ordinances ‐ York County, South Carolina Infrastructure Management System, Subdivision and Zoning Regulations, ‐ Georgetown, Texas Unified Development Code ‐ San Antonio, Texas School Impact Fees ‐ Park City School District, Utah Impact Fees ‐ Summit County, Utah Zoning Ordinance Diagnostic and New Zoning Ordinance – Lynchburg, Virginia
Comprehensive and Area Plans General Plan, Joint Development Area Plans ‐ Mohave County, Arizona General Plan ‐ Riverside, California Comprehensive Plan, Growth Capacity Analysis, Comprehensive Plan Update ‐ Durango, Colorado Growth Plan, Area Plans, Corridor Plan ‐ Grand Junction, Colorado Comprehensive Plan ‐ Thornton, Colorado Comprehensive Plan Updates (Priorities, Implementation Program, Green Tech Corridor) ‐ Hillsborough County, Florida Bradfordville Area Plan ‐ Leon County, Florida Comprehensive Plan, Interim Development Ordinance ‐ Carroll County, Georgia Growth Plan ‐ Rome/Floyd County, Georgia Blueprint for Good Growth Plan ‐ Ada County, Idaho Comprehensive Plan, Consolidated Plan ‐ Cedar Rapids, Iowa Growth Management Plan ‐ Clinton County, Iowa Rural Land Use Plan ‐ Linn County, Iowa Comprehensive Plan ‐ Warren County, Iowa Comprehensive Plan, Fat City Redevelopment Plan, Fairfield Strategic Plan ‐ Jefferson Parish, Louisiana Comprehensive Plan, Plan Implementation Program, Area Plan ‐ Mandeville, Louisiana Comprehensive Plan Implementation Program, Urban Design Element ‐ Prince George’s County, Maryland Rural Area Growth Strategy ‐ Prince George’s County, Maryland Comprehensive Plan Updates ‐ Hancock County, Mississippi Master Plan, Comprehensive Plan ‐ Jackson County, Missouri Comprehensive Plan ‐ Douglas County, Nevada Comprehensive Plan and Agricultural Preservation Program ‐ Pershing County, Nevada West Southern Pines Neighborhood Development Plan, Downtown Neighborhood Development Plan, Comprehensive Plan Update ‐ Southern Pines, North Carolina Comprehensive Plan ‐ Statesville, North Carolina Comprehensive Plan ‐ Kiawah Island, South Carolina Development Plan and Annexation Planning ‐ Georgetown, Texas Comprehensive Plan Update ‐ Lynchburg, Virginia
Silvia E. Vargas,
AICP, LEED AP
SENIOR ASSOCIATE /PLANNER
PROFESSIONAL AFFILIATIONS American Institute of Certified Planners (AICP) American Planning Association (APA) Urban Land Institute (ULI) USGBC South Florida PROFESSIONAL ACTIVITIES AICP Commissioner, Region III (20162020) APA Florida Chapter Conference Host Committee (2015) APA Delegates Assembly Representative (2015) - APA Sustainability Policy Guide Sustainable Cities Design Academy Design Expert (Fall 2014) APA Florida Chapter, Gold Coast Section (GCS) Chair 2013-2015 ULI SEFL Women's Leadership Initiative [Imagine Downtown] International Ideas Competition Juror (2012, Lafayette, LA) APA Florida Chapter Conference Host Committee (2008) USGBC South Florida, Miami Dade and the Keys Branch Secretary (Founding, 2007-2009) HONORS APA 2015 National Grassroots Award for Pop-Up to Permanent Park Initiative (GCS) APA FL 2014 Award for a Grassroots Initiative for Pop-Up to Permanent Park Initiative (GCS) LANGUAGES Fluent in Spanish and Italian Proficient in French
A leader in WRT’s comprehensive planning practice with over 22 years of experience, Silvia has directed dozens of planning processes leading to the creation of innovative plans and implementation tools for communities throughout the U.S. and abroad. In addition to region-wide, county and city comprehensive plans, Silvia’s experience encompasses numerous studies and plans at the system, district and site scales. In recent projects, Silvia has focused on generating innovative solutions to the ongoing and emerging issues that must be tackled in a “21st Comprehensive Plan,” including: integrated planning, community health, resilience, place-making, partnership leveraging, neighborhood empowerment, implementation performance, and community engagement that can endure beyond plan adoption. Silvia is the immediate past Chair of the Gold Coast Section of APA (Miami-Dade/FL Keys) and recent member of the Executive Committee of the APA FL Chapter. She consulted as an expert to the Fall 2015 session of The American Architectural Foundation’s Sustainable Cities Design Academy, and is a member of ULI’s Women’s Leadership Initiative. Silvia was recently elected to a four-year term on the national AICP Commission representing the AICP electorate of Region III, which includes eight U.S. states, the Caribbean and Central and South America. EDUCATION Master of Urban Planning, University of Kansas Bachelor of Arts in Architectural Studies, University of Kansas Bachelor of Arts in Italian, University of Kansas PRESENTATIONS / PUBLICATIONS “Denton Plan 2030: From Outreach to Implementation” APA TX 2015 Conference * “Plan Houston: Envisioning the City’s First General Plan” APA TX 2015 Conference * “Not Your Granma’s Comp Plan: Web-based Plans & Other New Plan Format "Affordable Housing Development for TOD" Panel, 2014 Gold Coast Section, Miami "The Planner's New Tool Box" and "Affordable Housing Development for TOD," 2014 APA FL Conference, Jacksonville "Leveraging Temporary Parks to Promote Complete Communities" and "The Loss of a Road: Building Prosperity in a Declining Highway Corridor," 2013 APA FL Conference, Orlando “Planning Prescriptions: Integrating Public Health into Community Plans” and “Reversing the Trend with Form-Based Codes: Best Practices for Administration and Implementation," 2012 APA FL Conference, Naples “Connecting Health and the Built Environment in Florida’s Gold Coast,” co-authored with K. Hamilton and M. Hege, Florida Planning Summer 2012 Newsletter "The International Value of Integrated Planning at the Universidad Javeriana," 2012 SCUP 47, Chicago “Strategies to Address Public Health Concerns in the Built Environment: Regional and Local Perspectives,” City Year Miami 2012 Civic Leadership Conference #6, Miami 2011 INDesign Awards/Smart Growth Luncheon, Lafayette, LA (Keynote Speaker) “Retrofitting Florida’s Platted Lands for Sustainability: The Lehigh Acres Community Plan,” 2009 Campus and Community Sustainability Conference, Tampa “ Platted Lands: Retrofitting Florida’s Antiquated Subdivisions for Sustainability,” 2008 APA FL Conference, Miami
S I LV I A E . V A R G A S
SELECTED PROJECTS • number of awards
COMMUNITY PLANNING All Saints Development Regulations Tallahassee, FL
Pompano Beach Zoning-Atlantic Blvd. Design Guidelines Pompano Beach, FL
Bowling Green / Warren County Comprehensive Plan Bowling Green, KY
Pulaski County / Lake Maumelle Watershed Land Use Plan and Regulatory Controls Pulaski County, AR
Bradfordville Sector Plan Leon County, FL
Southwest Ranches Comprehensive Plan Amendments Southwest Ranches, FL
Bridge to the Future Comprehensive Plan St. Charles Parish, LA Chapel Hill Comprehensive Plan Update Chapel Hill, NC CONNECT Our Future Greater Charlotte Region, NC and SC Crandon Boulevard Development and Design Regulations/Zoning Key Biscayne, FL
Village of Key Biscayne 2020 Vision Plan Key Biscayne, FL Village of Key Biscayne Comprehensive Plan Evaluation and Appraisal Report Key Biscayne, FL
Florida Keys Carrying Capacity Study Florida Keys, FL
York County Comprehensive Plan & Implementation York County, SC
Future Fort Smith Fort Smith, AR
Galveston Comprehensive Plan Galveston, TX Georgetown 2030 Comprehensive Plan Land Use Element Georgetown, TX Parramore Comprehensive Neighborhood Plan | Orlando, FL PlanLafayette Comprehensive Plan | Lafayette, LA CONNECT Our Future Regional Growth Framework | Greater Charlotte Region, NC and SC
Strategic Development Plan for the Metropolitan Areas of Panama and Colon Republic of Panama
Greensboro Connections 2025 Comprehensive Plan Greensboro, NC Plan Houston Houston, TX Lehigh Acres Comprehensive Planning Study: Retrofitting Platted Lands for Sustainability Lee County, FL Monroe County Comprehensive Plan 2020 Monroe County, FL Palmetto Comprehensive Plan Evaluation and Appraisal Report Palmetto, FL PlanLafayette Lafayette, LA
Aventura Medical Office District Plan Aventura, FL Downtown Strategic Framework Lafayette, LA Harbor Redevelopment / Preservation and Corridor Enhancement Plan Stock Island, Monroe County, FL Lafayette Small Area Plans Lafayette, LA NE 6th St./Sistrunk Blvd. Streetscape Improvement Project and Urban Development Framework Fort Lauderdale, FL Palmetto Waterfront District Development Plan Palmetto, FL Parramore Comprehensive Neighborhood Plan/Small Area Site Studies Orlando, FL The Bluffs Master Plan Escambia County, FL
Continuing Planning and Urban Design Services Orange City, Florida
Tindale Oliver Design has provided professional services to the following five Florida and North Carolina public entities within the last 36 months. These references can attest to our firm’s performance on their contracts and projects as detailed below.
Contact: Ken Hooper, Interim City Manager, City of Orange City
Hollywood/Pines Corridor Project Ft. Lauderdale, Florida
Address: 205 East Graves Avenue Orange City, FL 32763 (386) 775-5408
Contact: James Cromar, Director of Planning, Broward MPO
Services: Redevelopment planning, recreational planning, peer review, grant support se vices, signage design, park design, urban design and public outreach services.
Address: 100 West Cypress Creek Road, #850 Ft. Lauderdale, FL 33309
Services: Public outreach plan, urban design toolkit development, land use strategies Team:
Evan Johnson, AICP, LEED AP
LYNX LYMMO Bus Rapid Transit System East/West Expansion Project Orlando, Florida Contact: Laura Minns, Project Manager Address: LYNX 455 N. Garland Avenue Orlando, FL 32801 Phone:
Countywide Plan Update Pinellas County, Florida Contact: Michael Crawford, AICP, Planning Division Manager, Pinellas Planning Council Address: 310 Court Street, 2nd Floor Clearwater, FL 33756 Phone:
Services: Future growth/development analysis, future land use designations, technical support/review, presentations, workshops Team:
Evan Johnson, AICP, LEED AP
Services: Transit planning, urban design, public outreach plan, implementation services Team:
Ginger Corless, AICP, CPRP
Ginger Corless, AICP, CPRP
Land Development Ordinance Update Southern Pines, North Carolina Contact: Bart Nuckols, Town Planner Address: 180 SW Broad Street Southern Pines, NC 28387 Phone:
Services: Land development ordinance update, CPTED seminars, public realm standards, public outreach program, visioning Team:
Michael Lauer, AICP; Ginger Corless, AICP, CPRP
City of South Miami Comprehensive Plan and Land Development Code Revision, RFQ #PL2016-04 / Page E-6
F .Ot herRel evantExper i enc e
F. Other Relevant Experience The following details the Tindale Oliver Design team’s experience in providing comprehensive planning and Land Development Code professional services. The projects featured were assigned by public clients and are similar in scope to the services requested by the City of South Miami for the Comprehensive Plan and Land Development Code Revision continuing contract. The following details three case studies on which Tindale Oliver Design and Michael Lauer Planning collaborated.
City of Mandeville, Louisiana Comprehensive Plan (2007) B-3 District Area Plan and Design Guidelines (2007) Development Regulations (2013) Additional (ongoing) Building Scale: The City discovered that its regulations allowed big-box retail within neighborhood commercial districts. The City’s commercial district standards were revised to limit building scale in neighborhood commercial and mixed-use zoning districts. Comprehensive Plan: The revised plan addressed key growth and redevelopment issues, including environmental protection, parks and recreation development, and infrastructure needs. In the midst of the planning process, Hurricane Katrina devastated lakefront properties and introduced a wide range of new challenges. Pro bono assistance was provided in dealing with hurricane recovery issues ranging from the authorization of temporary housing to enabling business operations to resume in temporary facilities. These temporary regulations, combined with the newly-adopted Comprehensive Plan, enabled the City to eliminate many non-conforming uses and to build support for enhanced design for future development. The Plan’s short-term work program has become an integral part of the annual budgeting process and has allowed the City to reach its goals in measurable timeframes. B-3 Area Plan and Design Guidelines: An area plan and form-based design regulations were prepared for the historic Old Mandeville Mixed-Use District. The Area Plan and design codes have fostered significant commercial investment and virtually eliminated repetitive flood losses after the city was devastated by Hurricanes Katrina and Rita in 2005 (see images to the left of Barley Oaks after Hurricane Katrina and after redevelopment). Comprehensive Land Development Regulations Ordinance: Updated the City’s development regulations focusing on Town Center development, signs, grading, and fill. The revised sign regulations amortize electronic message centers and establish context-sensitive standards for the city’s diverse commercial and mixed-use districts.
City of South Miami Comprehensive Plan and Land Development Code Revision, RFQ #PL2016-04 / Page F- 1
F. Other Relevant Experience
Southern Pines, North Carolina Project Info UDO Update (2013) (see www.SouthernPinesUDO.org ) Comprehensive Plan (2015) As part of the code update, two neighborhood development plans were prepared that established the need for unique land development regulations for the downtown area and a historically African-American neighborhood located west of downtown. The UDO update includes:
reduced reliance on conditional zoning due to more specific standards for certain land uses, use of the LBCS codes in a matrix in lieu of cumulative zoning districts, Dark Skies standards to protect night operations in the abutting Fort Bragg Army Post, changes to parking and home occupation standards, updates to stormwater management provisions to protect sensitive watersheds, design guidance for specific development patterns (e.g., business parks, planned residential development, downtown transition zones, traditional neighborhood development, and other patterns), consolidation of unnecessary zoning districts, and updates to the town’s landscaping, screening, and buffering standards. Following adoption of the code, services were provided to interpret and apply the code, suggest and review potential code amendments, and maintain the code in lieu of services previously provided by Municode.
Panama City Beach, Florida Front Beach Road Planning & Urban Design Services (2001–present) Form-Based Code Overlay (2009–10) Land Development Code (2011–2012) Form-Based Code: Conventional zoning had achieved compatibility within individual developments, but the City struggled with the interfaces between adjacent developments and between developments and the public realm (e.g., streets). After an initial assessment of the relative development potentials under conventional and form-based codes, as well as graphic representations of relative functional and aesthetic impacts, the City drafted a form-based code that facilitated transit-oriented design to ensure that building and site designs create a more pedestrian-, bicycle-, and transit- friendly beach corridor while still accommodating motorists. Its provisions foster better connections between buildings and the streets and ensures that the streetscape promotes mobility, pedestrian safety, and business vitality. Land Development Code Update: While working through the form-based code, services were provided to incorporate revisions into a complete update of the City’s land development regulations. The resulting unified development code incorporated regulations from multiple sections of the City’s existing code of ordinances; updated commercial district standards; updated and illustrated site-design standards, building height incentives for better design, and provision of amenities; streamlined procedures; and created a more userfriendly document. This code was unanimously adopted by the City Council. Land Development Code Maintenance and Urban Design Services: After land development regulation adoption, services were provided to maintain the code and its internal hyperlinks for all exhibit and section references, track the history of code revisions and rezoning, and provide assistance in site plan reviews on an as-needed basis.
City of South Miami Comprehensive Plan and Land Development Code Revision, RFQ #PL2016-04 / Page F- 2
For ms FORMS
PROPOSAL SUBMITTAL CHECKLIST FORM “Comprehensive Plan and Land Development Code Revision” RFQ #PL2016-04 This checklist indicates the forms and documents required to be submitted for this solicitation and to be presented by the deadline set for within the solicitation. Fulfillment of all solicitation requirements listed is mandatory for consideration of response to the solicitation. Additional documents may be required and, if so, they will be identified in an addendum to this RFQ. The response shall include the following items: Attachments and Other Documents described below Check to be Completed Completed. IF MARKED WITH AN “X”: One (1) original unbound proposal, five (5) additional copies and one (1) digital (or comparable medium including Flash Drive, DVD X or CD) copy
X X X X X X X X X X X X
Supplemental Instructions and Proposal Format for Respondents, EXHIBIT 2 Indemnification and Insurance Documents EXHIBIT 4 Signed Contract Documents, Professional Services Agreement, EXHIBIT 6 Respondents Qualification Statement List of Proposed Subcontractors and Principal Suppliers Non-Collusion Affidavit Public Entity Crimes and Conflicts of Interest Drug Free Workplace Acknowledgement of Conformance with OSHA Standards Affidavit Concerning Federal & State Vendor Listings Related Party Transaction Verification Form Presentation Team Declaration/Affidavit of Representation
Submit this checklist along with your proposal indicating the completion and submission of each required forms and/or documents.
END OF SECTION
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RESPONDENT QUALIFICATION STATEMENT “Comprehensive Plan and Land Development Code Revision” RFQ #PL2016-04 The response to this questionnaire shall be utilized as part of the CITY’S overall Proposal Evaluation and RESPONDENT selection. 1. Number of similar Zoning & Land Use Engagements completed,
In the past 5 years
In the past 10 years
List the last three (3) completed Zoning & Land Use Engagements.
Zoning & Land Use Engagement:
Countywide Plan Update
Pinellas Planning Council Michael Crawford, AICP; Planning Division Manager
310 Court Street, 2nd Floor Clearwater, FL 33756
Zoning & Land Use Engagement:
Hollywood Pines Corridor Project
Broward MPO James Cromar, Director of Planning
100 West Cypress Creek Road, #850 Ft. Lauderdale, FL 33309
Zoning & Land Use Engagement:
Continuing Planning and Urban Design Services
City of Orange City Ken Hooper, Interim City Manager
205 East Graves Avenue Orange City, FL 32763
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The following information shall be attached to the proposal. (For a-c, See Tab E Personnel and References) a)
RESPONDENT’s home office organization chart.
RESPONDENT’s proposed project organizational chart.
Resumes of proposed key project personnel, including on-site Superintendent.
List and describe any: (None of the following: a-c, apply to Tindale Oliver Design) a)
Bankruptcy petitions filed by or against the Respondent or any predecessor organizations,
Any arbitration or civil or criminal proceedings, or
Suspension of contracts or debarring from Bidding or Responding by any public agency brought against the Respondent in the last five (5) years
Government References: List other Government Agencies or Quasi-government Agencies for which you have done business within the past five (5) years.
Name of Agency:
Central Florida Transit Authority (LYNX)
455 N. Garland Avenue; Orlando, FL 32801
Laura Minns, Project Manager
Type of Project:
Bus Rapid Transit System Alternatives Analysis Design & Implementation, public outreach
Name of Agency:
P.O. Box 7800; Tavares, FL 32778
Robert Bonilla, Parks & Trails Division Manager
Type of Project:
Countywide recreation and trails master plan, open space element, environmental lands program
Name of Agency:
City of Panama City Beach
110 South Arnold Road, Panama City Beach, FL 32413
(850) 233-5054, Ext: 2313
Mel Leonard, Planning Director
Type of Project:
Created district redevelopment trust fund, corridor plan, streetscape design standards, multimodal transportation center, parking assessments, small area studies, roadway improvements
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LIST OF PROPOSED SUBCONTRACTORS AND PRINCIPAL SUPPLIERS “Comprehensive Plan and Land Development Code Revision” RFQ #PL2016-04 Respondent shall list all proposed subcontractors, if subcontractors are allowed by the terms of this RFQ to be used on this project if they are awarded the Contract. Classification of Work Subcontractor Name Address Telephone, Fax & Email Code Services
Michael Lauer Planning, LLC
2105 S. River Rd. Melbourne Beach, FL 32951
WRT | Wallace Roberts & Todd, LLC
6619 S. Dixie Hwy, #348 Miami, FL 33143
321-549-3005 (tel/fax) [email protected]
786-233-6901 (tel) [email protected]
This list shall be provided to the City of South Miami by the apparent lowest responsive and responsible Bidder within five (5) business days after Bid Opening.
END OF SECTION
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EXHIBIT #2 SUPPLEMENTAL INSTRUCTIONS AND PROPOSAL FORMAT FOR RESPONDENT “Comprehensive Plan and Land Development Code Revision” RFQ #PL2016-04
1. Format and Content of RFQ Response Firms responding to the solicitation, shall disclose their qualifications to serve as a consultant for the City in the format set forth below. Failure to provide requested information may result in your proposal being deemed non-responsive and therefore eliminated from further consideration. A. Title Page Show the name of Respondent’s agency/firm, address, telephone number, name of contact person, date and the subject: REQUEST FOR QUALIFICATIONS For “Comprehensive Plan and Land Development Code Revisions,” RFQ #PL201604 B. Table of Contents Include a clear identification of the material by section and by page number. C. Cover Letter and Executive Summary This letter should be signed by the person in your firm who is authorized to negotiate terms, render binding decisions, and commit the firm’s resources. Summarize your firm’s qualifications and experience to serve as a Consultant, and your firm’s understanding of the work to be done and make a positive commitment to perform the work in accordance with the terms of the proposal being submitted. This response should emphasize the strength of the firm in any relevant areas which you feel the City should weigh in its selection, based on the criteria set forth above. This section should summarize the key points of your submittal. Limit to one to four pages. Proposals must include the following. 1. Proposer’s perception of the problem, based on this RFQ, site visits, review of existing planning documents, and other available information; 2. Detailed work plan/project approach and schedule designed to accomplish the objectives of the proposed project in a timely manner. The City anticipates that this project will be completed within 10 months of execution of a contract. 3. A list of the executive and professional personnel that will be employed in the completion of the project and their experience with similar projects, including the percentage of project time projected to be spent by each person; 4. Proposer’s experience with projects of a similar scope including a summary of prior work experience and competence in undertaking projects of this type. Experience shown should be of the lead project personnel who will be assigned to the City’s project and will routinely be interfacing with the City.
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D. Firm Overview State the full legal name and organizational structure of the firm. Describe the ownership structure of your firm. State the location of the office that will be serving the City including mailing address and telephone numbers. a. Name of Firm submitting responding to the solicitation. b. Name and title of individual responsible for the submittal. c. Mailing and e-mail addresses. d. Telephone and facsimile numbers. E. Personnel and References Identify the primary individuals who will provide services to the City with regard to the day-today relationship with the City and include a brief resume for each of the primary individuals including licenses and certifications held by those individuals. Provide a list of five clients the firm has worked with in the last 36 months. Indicate the firm’s experience with clients within the State of Florida and provide a brief description of the type of services provided as well as the names, titles, addresses and telephone numbers of those primarily responsible for the account. In addition to the day-to-day relationship, please provide information regarding the firm’s and individual’s experience with engagements which are similar to the project contemplated by the City. Finally, provide specific services required to complete this project, that are provided by your firm, through subcontractors or sub consultants. F. Other Relevant Experience Provide a description of your proposed primary individuals’ relevant experience over the last three years with other cities that you believe are relevant to this proposed engagement. Include three case studies, if available, that illustrate experience with relevant services where the proposed primary individuals have served as consultants for similar engagements as proposed by the City detailed in the Scope of Services in this RFQ. Please limit your response to two pages.
END OF SECTION
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EXHIBIT #4 Insurance & Indemnification Requirements “Comprehensive Plan and Land Development Code Revision” RFQ #PL2016-04
Insurance Requirements Without limiting its liability, the contractor, consultant or consulting firm (hereinafter referred to as “FIRM” with regard to Insurance and Indemnification
requirements) shall be required to
procure and maintain at its own expense during the life of the Contract, insurance of the types and in the minimum amounts stated below as will protect the FIRM, from claims which may arise out of or result from the contract or the performance of the contract with the City of South Miami, whether such claim is against the FIRM or any sub-contractor, or by anyone directly or indirectly employed by any of them or by anyone for whose acts any of them may be liable.
No insurance required by the CITY shall be issued or written by a surplus lines carrier unless authorized in writing by the CITY and such authorization shall be at the CITY’s sole and absolute discretion.
The FIRM shall purchase insurance from and shall maintain the insurance with a
company or companies lawfully authorized to sell insurance in the State of Florida, on forms approved by the State of Florida, as will protect the FIRM, at a minimum, from all claims as set forth below which may arise out of or result from the FIRM's operations under the Contract and for which the FIRM may be legally liable, whether such operations be by the FIRM or by a Subcontractor or by anyone directly or indirectly employed by any of them, or by anyone for whose acts any of them may be liable: (a) claims under workers' compensation, disability benefit and other similar employee benefit acts which are applicable to the Work to be performed; (b) claims for damages because of bodily injury, occupational sickness or disease, or death of the FIRM's employees; (c) claims for damages because of bodily injury, sickness or disease, or death of
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any person other than the FIRM's employees; (d) claims for damages insured by usual personal injury liability coverage; (e) claims for damages, other than to the Work itself, because of injury to or destruction of tangible property, including loss of use resulting there from; (f) claims for damages because of bodily injury, death of a person or property damage arising out of ownership, maintenance or use of a motor vehicle; (g) claims for bodily injury or property damage arising out of completed operations; and (h) claims involving contractual liability insurance applicable to the FIRM's obligations under the Contract.
Firm’s Insurance Generally. The FIRM shall provide and maintain in force and effect until all the Work to be performed under this Contract has been completed and accepted by CITY (or for such duration as is otherwise specified hereinafter), the insurance coverage written on Florida approved forms and as set forth below:
Workers’ Compensation insurance at the statutory amount as to all employees in compliance with the "Workers' Compensation Law" of the State of Florida including Chapter 440, Florida Statutes, as presently written or hereafter amended, and all applicable federal laws. In addition, the policy (ies) must include: Employers' Liability at the statutory coverage amount. The FIRM shall further insure that all of its Subcontractors maintain appropriate levels of Worker's Compensation Insurance.
Commercial Comprehensive General Liability insurance with broad form endorsement, as well as automobile liability, completed operations and products liability, contractual liability, severability of interest with cross liability provision, and personal injury and property damage liability with limits of $1,000,000 combined single limit per occurrence and $2,000,000 aggregate, including:
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• Personal Injury: $1,000,000; • Medical Insurance: $5,000 per person; • Property Damage: $500,000 each occurrence; Umbrella Commercial Comprehensive General Liability insurance shall be written on a Florida approved form with the same coverage as the primary insurance policy but in the amount of $1,000,000 per claim and $2,000,000 Annual Aggregate. Coverage must be afforded on a form no more restrictive than the latest edition of the Comprehensive General Liability policy, without restrictive endorsements, as filed by the Insurance Services Office, and must include: (a) Premises and Operation (b) Independent Contractors (c) Products and/or Completed Operations Hazard (d) Explosion, Collapse and Underground Hazard Coverage (e) Broad Form Property Damage (f) Broad Form Contractual Coverage applicable to this specific Contract, including any hold harmless and/or indemnification agreement. (g) Personal Injury Coverage with Employee and Contractual Exclusions removed, with minimum limits of coverage equal to those required for Bodily Injury Liability and Property Damage Liability.
Business Automobile Liability with minimum limits of One Million Dollars ($1,000,000.00) plus an additional One Million Dollar ($1,000,000.00) umbrella per occurrence combined single limit for Bodily Injury Liability and Property Damage Liability. Umbrella coverage must be afforded on a form no more restrictive than the latest edition of the Business Automobile Liability policy, without restrictive endorsements, as filed by with the state of Florida, and must include:
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(a) Owned Vehicles. (b) Hired and Non-Owned Vehicles (c) Employers' Non-Ownership Subcontracts: The FIRM agrees that if any part of the Work under the Contract is sublet, the subcontract shall contain the same insurance provision as required by the General Contractor, other than the Fire and Extended Coverage Insurance and substituting the word Subcontractor for the word FIRM and substituting the word FIRM for CITY where applicable.
Fire and Extended Coverage Insurance (Builders’ Risk), IF APPLICABLE: In the event that this contract involves the construction of a structure, the CONTRACTOR shall maintain, with an Insurance Company or Insurance Companies acceptable to the CITY, "Broad" form/All Risk Insurance on buildings and structures, including Vandalism & Malicious Mischief coverage, while in the course of construction, including foundations, additions, attachments and all permanent fixtures belonging to and constituting a part of said buildings or structures. The policy or policies shall also cover machinery, if the cost of machinery is included in the Contract, or if the machinery is located in a building that is being renovated by reason of this contract. The amount of insurance must, at all times, be at least equal to the replacement and actual cash value of the insured property. The policy shall be in the name of the CITY and the CONTRACTOR, as their interest may appear, and shall also cover the interests of all Subcontractors performing Work.
All of the provisions set forth in the Miscellaneous section below shall apply to this coverage unless it would be clearly not applicable.
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Miscellaneous: If any notice of cancellation of insurance or change in coverage is issued by the insurance company or should any insurance have an expiration date that will occur during the period of this contract, the FIRM shall be responsible for securing other acceptable insurance prior to such cancellation, change, or expiration so as to provide continuous coverage as specified in this section and so as to maintain coverage during the life of this Contract.
All deductibles must be declared by the FIRM and must be approved by the CITY. At the option of the CITY, either the FIRM shall eliminate or reduce such deductible or the FIRM shall procure a Bond, in a form satisfactory to the CITY covering the same.
The policies shall contain waiver of subrogation against CITY where applicable, shall expressly provide that such policy or policies are primary over any other collectible insurance that CITY may have. The CITY reserves the right at any time to request a copy of the required policies for review. All policies shall contain a “severability of interest” or “cross liability” clause without obligation for premium payment of the CITY as well as contractual liability provision covering the Contractors duty to indemnify the City as provided in this Agreement.
Before starting the Work, the FIRM shall deliver to the CITY and CONSULTANT, if any, certificates of such insurance, acceptable to the CITY, as well as the insurance binder, if one is issued, the insurance policy, including the declaration page and all applicable endorsements and provide the name, address and telephone number of the insurance agent or broker through whom the policy was obtained. The insurer shall be rated A.VII or better per A.M. Best’s Key Rating Guide, latest edition and authorized to issue insurance in the State of Florida. All insurance policies
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must be written on forms approved by the State of Florida and they must remain in full force and effect for the duration of the contract period with the CITY. The FIRM may be required by the CITY, at its sole discretion, to provide a “certified copy” of the Policy (as defined in Article 1 of this document) which shall include the declaration page and all required endorsements. In addition, the FIRM shall deliver, at the time of delivery of the insurance certificate, the following endorsements:
A policy provision or an endorsement with substantially similar provisions as follows: “The City of South Miami is an additional insured. The insurer shall pay all sums that the City of South Miami becomes legally obligated to pay as damages because of ‘bodily injury”, ‘property damage’ , or ”personal and advertising injury” and it will provide to the City all of the coverage that is typically provided under the standard Florida approved forms for commercial general liability coverage A and coverage B”;
A policy provision or an endorsement with substantially similar provisions as follows: “This policy shall not be cancelled (including cancellation for non-payment of premium), terminated or materially modified without first giving the City of South Miami ten (10) days advanced written notice of the intent to materially modify the policy or to cancel or terminate the policy for any reason. The notification shall be delivered to the City by certified mail, with proof of delivery to the City.”
Professional Liability Insurance on a Florida approved form in the amount of $1,000,000 with deductible per claim if any, not to exceed 5% of the limit of liability providing for all sums which the FIRM shall become legally obligated to pay as damages for claims arising out of the services or work
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performed by the FIRM its agents, representatives, Sub Contractors or assigns, or by any person employed or retained by him in connection with this Agreement. This insurance shall be maintained for four years after completion of the construction and acceptance of any Project covered by this Agreement. However, the FIRM may purchase Specific Project Professional Liability Insurance, in the amount and under the terms specified above, which is also acceptable. No insurance shall be issued by a surplus lines carrier unless authorized in writing by the city at the city’s sole, absolute and unfettered discretion.
Contractor’s Responsibility Prior to Receiving a Notice to Proceed Prior to the City issuing a Notice to Proceed, the contractor shall deliver a copy (either hard copy or, preferably, electronically) of the policy, including the declaration page of the policy and all endorsements to the policy and provide the City with the name, address, including email address, and phone number of the contractor's insurance agent.
The Contractor’s insurance agent must provide the City with evidence that the insurer issuing the policy is licensed and authorized to do business in Florida, that the form of the policy being issued has been approved by the State of Florida and that the insurance carrier that is issuing the policy is not issuing the policy as a surplus lines carrier. The agent shall also provide a citation to the page number of the policy, or the form number of the endorsement, and highlight the relevant language of the portion of the policy and/or the endorsements that, in his or her estimation, meets the following City insurance requirements: a) the city is an additional insured; b) coverage includes contractual liability;
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c) the City will be provided at least 10 days advanced notice of any cancellation of the policy, including cancelation for non-payment of premium, and at least 30 days’ advanced notice of any material changes to the policy or of cancellation for any reason other than non-payment; and d) either a policy provision or an endorsement providing that the policy is primary and noncontributory, such as an endorsement that provides that the vendor's policy is primary over all of the city's applicable insurance and that treats the city's policies as excess coverage.
It may be that some of these provisions are combined into one endorsement or contained in the policy itself. If the policy does not have a provision or endorsement that provides the City with advanced notice of cancellation as required by the City, the contractor may still comply with the City‘s insurance requirement if the contractor provides the City with proof that the policy premium has been paid in full and provided the contractor makes arrangements with its insurance company to allow the City to confirm, monthly, that the policy is in full force and effect. In addition, the Contractor must either pay the City a monthly monitoring fee, currently set at $25 per month, or have the amount deducted from the Contractor’s draws/payments.
The Contractor accepts and voluntarily incurs all risks of any injuries, damages, or harm
which might arise during the work or event that is occurring on the CITY's property due to the negligence or other fault of the Contractor or anyone acting through or on behalf of the Contractor. B.
The Contractor shall indemnify, defend, save and hold CITY, its officers, affiliates,
employees, successors and assigns, harmless from any and all damages, claims, liability, losses,
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claims, demands, suits, fines, judgments or cost and expenses, including reasonable attorney’s fees, paralegal fees and investigative costs incidental there to and incurred prior to, during or following any litigation, mediation, arbitration and at all appellate levels, which may be suffered by, or accrued against, charged to or recoverable from the City of South Miami, its officers, affiliates, employees, successors and assigns, by reason of any causes of actions or claim of any kind or nature, including claims for injury to, or death of any person or persons and for the loss or damage to any property arising out of a negligent error, omission, misconduct, or any gross negligence, intentional act or harmful conduct of the Contractor, its contractor/subcontractor or any of their officers, directors, agents, representatives, employees, or assigns, or anyone acting through or on behalf of any of them, arising out of this Agreement, incident to it, or resulting from the performance or nonperformance of the Contractor's obligations under this AGREEMENT. C.
The Contractor shall pay all claims, losses and expenses of any kind or nature whatsoever,
in connection therewith, including the expense or loss of the CITY and/or its affected officers, affiliates, employees, successors and assigns, including their attorney’s fees, in the defense of any action in law or equity brought against them and arising from the negligent error, omission, or act of the Contractor, its Sub-Contractor or any of their agents, representatives, employees, or assigns, and/or arising out of, or incident to, this Agreement, or incident to or resulting from the performance or non-performance of the Contractor's obligations under this AGREEMENT. D.
The Contractor agrees and recognizes that neither the CITY nor its officers, affiliates,
employees, successors and assigns shall be held liable or responsible for any claims, including the costs and expenses of defending such claims which may result from or arise out of actions or omissions of the Contractor, its contractor/subcontractor or any of their agents, representatives, employees, or assigns, or anyone acting through or on behalf of the them, and arising out of or concerning the work or event that is occurring on the CITY's property. In reviewing, approving or
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rejecting any submissions or acts of the Contractor, CITY in no way assumes or shares responsibility or liability for the acts or omissions of the Contractor, its contractor/subcontractor or any of their agents, representatives, employees, or assigns, or anyone acting through or on behalf of them. E.
The Contractor has the duty to provide a defense with an attorney or law firm approved by
the City of South Miami, which approval will not be unreasonably withheld. F.
However, as to design professional contracts, and pursuant to Section 725.08 (1), Florida
Statutes, none of the provisions set forth herein above that are in conflict with this subparagraph shall apply and this subparagraph shall set forth the sole responsibility of the design professional concerning indemnification.
Thus, the design professional’s obligations as to the City and its
agencies, as well as to its officers and employees, is to indemnify and hold them harmless from liabilities, damages, losses, and costs, including, but not limited to, reasonable attorneys’ fees, to the extent caused by the negligence, recklessness, or intentionally wrongful conduct of the design professional and other persons employed or utilized by the design professional in the performance of the contract.
END OF SECTION
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EXHIBIT #6 PROFESSIONAL SERVICE AGREEMENT “Comprehensive Plan and Land Development Code Revision” RFQ #PL2016-04
THIS AGREEMENT made and entered into this 2nd day of March, 2016 by and between the City of South Miami, a political subdivision of the State of Florida (hereinafter referred to as Owner) by and through it is City Manager (hereinafter referred to as City) and TOA Design Group, LLC (DBA: Tindale Oliver Design) authorized to do business in the State of Florida, hereinafter referred to as the "CONSULTANT". In consideration of the premises and the mutual covenants contained in this AGREEMENT, the City of South Miami, through its City Manager, agrees the following terms and conditions: 1.0 General Provisions 1.1 A Notice to Proceed will be issued by the City Manager, or his designee, following the signing of this AGREEMENT. This AGREEMENT does not confer on the CONSULTANT any exclusive rights to perform work on behalf of the Owner other than the work described in the Notice to Proceed (hereinafter referred to as the “WORK”), nor does it obligate the Owner in any manner to guarantee work for the CONSULTANT. 1.2 The CITY agrees that it will furnish to the CONSULTANT plans and other data available in the CITY files pertaining to the WORK to be performed under this AGREEMENT promptly after the issuance of the Notice to Proceed. 2.0 Time for Completion 2.1 The services to be rendered by the CONSULTANT for any WORK shall be commenced upon written Notice to Proceed from the CITY subsequent to the execution of this AGREEMENT and shall be completed within the time based on reasonable determination, stated in the said Notice to Proceed. 2.2 A reasonable extension of time will be granted in the event there is a delay on the part of the CITY in fulfilling its part of the AGREEMENT, change of scope of work or should any other events beyond the control of the CONSULTANT render performance of his duties impossible. 3.0 Basis of Compensation: The fees for services of the CONSULTANT shall be determined by one of the following methods or a combination thereof, as mutually agreed upon by the CITY and the CONSULTANT. a. A fixed sum: The fee for a task or a scope of work may be a fixed sum as mutually agreed upon by the CITY and the CONSULTANT and if such an agreement is reached, it shall be in writing, signed by the CONSULTANT and attached hereto as ATTACHMENT A: b. Hourly rate fee: If there is no fixed sum or if additional work is requested without an agreement as to a fixed sum, the CITY agrees to pay, and the CONSULTANT agrees to accept, for the services rendered pursuant to this AGREEMENT, fees in accordance with the following:
Hourly rates will include all wages, benefits, overhead and profit and it shall be in writing, signed by the CONSULTANT and attached hereto as ATTACHMENT A.
4.0 Payment and Partial Payments. The CITY will make monthly payments or partial payments to the CONSULTANT for all authorized WORK performed during the previous calendar month as set forth in the schedule of payment as set forth in ATTACHMENT “TBA” or, if no schedule of payment exhibit is attached to this Agreement then payment will be made, 30 days following the
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receipt of CONSULTANT’s invoice, as the work progresses but only for the work actually performed. 5.0 Right of Decisions.. All services shall be performed by the CONSULTANT to the satisfaction of the CITY’s representative, who shall decide all questions, difficulties and disputes of whatever nature which may arise under or by reason of this AGREEMENT, the prosecution and fulfillment of the services, and the character, quality, amount and value and the representative's decisions upon all claims, questions, and disputes shall be final, conclusive and binding upon the parties unless such determination is clearly arbitrary or unreasonable. In the event that the CONSULTANT does not concur in the judgment of the representative as to any decisions made by him, he shall present his written objections to the City Manager and shall abide by the decision of the City Manager. 6.0 Ownership of Documents. All reports and reproducible plans, and other data developed by the CONSULTANT for the purpose of this AGREEMENT shall become the property of the CITY without restriction or limitation in connection with the owner’s use and occupancy of the project. 7.0 Audit Rights. The CITY reserves the right to audit the records of the CONSULTANT related to this AGREEMENT at any time during the execution of the WORK and for a period of one year after final payment is made. This provision is applicable only to projects that are on a time and cost basis. 8.0 Subletting. The CONSULTANT shall not assign or transfer its rights under this Agreement without the express written consent of the City. The City will not unreasonably withhold and/or delay its consent to the assignment of the CONSULTANT’s rights. The City may, in its sole discretion, allow the CONSULTANT to assign its duties, obligations and responsibilities provided the assignee meets all of the City’s requirements to the City’s sole satisfaction. The CONSULTANT shall not subcontract this Agreement or any of the services to be provided by it without prior written consent of the City. Any assignment or subcontracting in violation hereof shall be void and unenforceable 9.0 Unauthorized Aliens: The employment of unauthorized aliens by the CONSULTANT is considered a violation of Federal Law. If the CONSULTANT knowingly employs unauthorized aliens, such violation shall be cause for unilateral cancellation of this Agreement. This applies to any subCONSULTANTs used by the CONSULTANT as well. The City reserves the right at its discretion, but does not assume the obligation, to require proof of valid citizenship or, in the alternative, proof of a valid green card for each person employed in the performance of work or providing the goods and/or services for or on behalf of the City including persons employed by any independent contractor. By reserving this right the City does not assume any obligation or responsibility to enforce or ensure compliance with the applicable laws and/or regulations. 10.0 Warranty. The CONSULTANT warrants that it has not employed or retained any company or person, other than a bona fide employee working solely for the CONSULTANT, to solicit or secure this contract and that he has not paid or agreed to pay any company or person other than a bona fide employee working solely for the CONSULTANT any fee, commission, percentage fee, gifts or any other considerations contingent upon or resulting from the award or making of this contract. For breach or violation of this warranty, the CITY shall have the right to annul this contract without liability. 11.0 Termination. It is expressly understood and agreed that the CITY may terminate this AGREEEMENT for any reason or no reason and without penalty by either declining to issue Notice to Proceed authorizing WORK, or, if a Notice to Proceed is issued, CITY may terminate this agreement by written notice to CONSULTANT, and in either event the CITY's sole obligation to the CONSULTANT shall be payment for the work previously authorized and performed in accordance with the provisions of this AGREEMENT. Payment shall be determined on the basis of the work performed by the CONSULTANT up to the time of termination. Upon termination, the CITY shall be entitled to a refund of any monies paid for any period of time subsequent to date of termination for which no work was performed. 12.0 Term. This AGREEMENT shall remain in force until the end of the term, which includes all authorized renewals, or unless otherwise terminated by the CITY. The term shall not exceed a term of five (5) consecutive years weeks following the issuance of the Notice to Proceed. FORMS Page 32
13.0 Default. In the event either party fails to comply with the provisions of this AGREEMENT, the aggrieved party may declare the other party in default and notify the defaulting party in writing. If CITY is in default, the CONSULTANT will only be compensated for any completed professional services and CONSULTANT shall not be entitled to any consequential or delay damages. In the event partial payment has been made for such professional services not completed, the CONSULTANT shall return such sums to the CITY within ten (10) days after notice that said sums are due. In the event of any litigation between the parties arising out of or relating in any way to this AGREEMENT or a breach thereof, each party shall bear its own costs and legal fees. 14.0 Insurance and Indemnification. The CONSULTANT agrees to comply with CITY’s Insurance and Indemnification requirements that are set forth in ATTACHMENT B to this AGREEMENT. 15.0 Agreement Not Exclusive. Nothing in this AGREEMENT shall prevent the CITY from employing other CONSULTANTS to perform the same or similar services. 16.0 Codes, Ordinances and Laws. The CONSULTANT agrees to abide and be governed by all duly promulgated and published municipal, County, state and federal codes, ordinances, rules, regulations and laws in effect at the time of design which have a direct bearing on the WORK involved on this project. The CONSULTANT is required to complete and sign all affidavits, including Public Entity Crimes Affidavit form (attached) pursuant to FS 287.133(3) (a), as required by the Request for Qualifications applicable to this AGREEMENT. 17.0 Taxes. CONSULTANT shall be responsible for all payments of federal, state, and/or local taxes related to the Work, inclusive of sales tax if applicable. 18.0 Drug Free Workplace. CONSULTANT shall comply with CITY’s Drug Free Workplace policy which is made a part of this AGREEMENT by reference. 19.0 Independent Contractor. CONSULTANT is an independent entity under this AGREEMENT and nothing herein shall be construed to create a partnership, joint venture, or agency relationship between the parties. 20.0 Duties and Responsibilities. CONSULTANT agrees to provide its services during the term of this AGREEMENT in accordance with all applicable laws, rules, regulations, and health and safety standards of the federal, state, and City, which may be applicable to the service being provided. 21.0 Licenses and Certifications. CONSULTANT shall secure all necessary business and professional licenses at its sole expense prior to executing the AGREEMENT. 22.0 Entire Agreement, Modification, and Binding Effect: This Agreement constitutes the entire agreement of the parties, incorporates all the understandings of the parties and supersedes any prior agreements, understandings, representation or negotiation, written or oral. This Agreement may not be modified or amended except in writing, signed by both parties hereto. This Agreement shall be binding upon and inure to the benefit of the City and CONSULTANT and to their respective heirs, successors and assigns. No modification or amendment of any terms or provisions of this agreement shall be valid or binding unless it complies with this paragraph. This agreement, in general, and this paragraph, in particular, shall not be modified or amended by acts or omissions of the parties. If this Agreement was required by ordinance or the City Charter to be approved by the City Commission, no amendment to this Agreement shall be valid unless approved by the City Commission. 23.0 Jury Trial. CITY and CONSULTANT knowingly, irrevocably voluntarily and intentionally waive any right either may have to a trial by jury in State or Federal Court proceedings in respect to any action, proceeding, lawsuit or counterclaim arising out of the this AGREEMENT or the performance of the Work thereunder. 24.0 Validity of Executed Copies. This AGREEMENT may be executed in several counterparts, each of which may be construed as an original. 25.0 Rules of Interpretation: Throughout this agreement the pronouns that are used may be substituted for male, female or neuter, whenever applicable and the singular words substituted for plural and plural words substituted for singular wherever applicable. 26.0 Severability. If any term or provision of this AGREEMENT or the application thereof to any
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person or circumstance shall, to any extent, be invalid or unenforceable, the remainder of this AGREEMENT, or the application of such term or provision to persons or circumstances other than those to which it is held invalid or unenforceable, shall not be affected thereby and each term and provision of this AGREEMENT shall be valid and enforceable to the fullest extent permitted by law. 27.0 Cumulative Remedies: The duties and obligations imposed by the contract documents, if any, and the rights and remedies available hereunder, and, in particular but without limitation, the warranties, guarantees and obligations imposed upon CONSULTANT by the Contract Documents and the rights and remedies available to the City hereunder, shall be in addition to, and shall not be construed in any way as a limitation of, any rights and remedies available at law or in equity, by special guarantee or by other provisions of the Contract Documents. In order to entitle any party to exercise any remedy reserved to it in this Agreement, or existing in law or in equity, it shall not be necessary to give notice, other than such notice as maybe herein expressly required. No remedy conferred upon or reserved to any party hereto, or existing at law or in equity, shall be exclusive of any other available remedy or remedies, but each and every such remedy shall be cumulative and shall be in addition to every other remedy given under this Agreement or hereafter existing at law or in equity or by statute. No delay or omission to exercise any right or power accruing upon any default shall impair any such right or power or shall be construed to be a waiver thereof, but any such right and power may be exercised from time to time as often as may be deemed expedient. 28.0 Non-Waiver. City and CONSULTANT agree that no failure to exercise and no delay in exercising any right, power or privilege under this Agreement on the part of either party shall operate as a waiver of any right, power, or privilege under this Agreement. No waiver of this Agreement, in whole or part, including the provisions of this paragraph, may be implied by any act or omission and will only be valid and enforceable if in writing and duly executed by each of the parties to this Agreement. Any waiver of any term, condition or provision of this Agreement will not constitute a waiver of any other term, condition or provision hereof, nor will a waiver of any breach of any term, condition or provision constitute a waiver of any subsequent or succeeding breach. The failure to enforce this agreement as to any particular breach or default shall not act as a waiver of any subsequent breach or default. 29.0 No Discrimination and Equal Employment: No action shall be taken by the CONSULTANT, nor will it permit any acts or omissions which result in discrimination against any person, including employee or applicant for employment on the basis of race, creed, color, ethnicity, national origin, religion, age, sex, familial status, marital status, ethnicity, sexual orientation or physical or mental disability as proscribed by law and that it will take affirmative action to ensure that such discrimination does not take place. The CONSULTANT shall comply with the Americans with Disabilities Act and it will take affirmative action to ensure that such discrimination does not take place. The City of South Miami's hiring practices strive to comply with all applicable federal regulations regarding employment eligibility and employment practices. Thus, all individuals and entities seeking to do work for the City are expected to comply with all applicable laws, governmental requirements and regulations, including the regulations of the United States Department of Justice pertaining to employment eligibility and employment practices. By signing this Agreement the CONSULTANT hereby certifies under penalty of perjury, to the City, that CONSULTANT is in compliance with all applicable regulations and laws governing employment practices. 30.0 Governing Laws. This AGREEMENT and the performance of services hereunder will be governed by the laws of the State of Florida, with exclusive venue for the resolution of any dispute being a court of competent jurisdiction in Miami-Dade County, Florida. 31.0 Effective Date. This AGREEMENT shall not become effective and binding until it has been executed by both parties hereto, and approved by the City Commission if required by CITY’s Charter to be approved by said Commission, and the effective date shall be the date of its execution by the last party so executing it or date of approval by City Commission, whichever is later. 32.0 Third Party Beneficiary. It is specifically understood and agreed that no other person or
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entity shall be a third party beneficiary hereunder, and that none of provisions of this AGREEMENT shall be for the benefit of or be enforceable by anyone other than the parties hereto, and that only the parties hereto shall have any rights hereunder. 33.0 Further Assurances. The parties hereto agree to execute any and all other and further documents as might be reasonably necessary in order to ratify, confirm, and effectuate the intent and purposes of the AGREEMENT. 34.0 Time of Essence. Time is of the essence of this AGREEMENT. 35.0 Interpretation. This AGREEMENT shall not be construed more strongly against either party hereto, regardless of who was more responsible for its preparation. 36.0 Force Majeure. Neither party hereto shall be in default of its failure to perform its obligations under this AGREEMENT if caused by acts of God, civil commotion, strikes, labor disputes, or governmental demands or requirements that could not be reasonably anticipated and the effects avoided or mitigated. Each party shall notify the other of any such occurrence. 37.0 Subcontracting: If allowed by this Agreement, the CONSULTANT shall be as fully responsible to the City for the acts and omissions of its subcontractors as it is for the acts and omissions of people directly employed by it. All subcontractors and subcontractor agreements, if allowed by this Agreement, must be approved by the City. The CONSULTANT shall require each subcontractor, who is approved by the City, to agree in the subcontract to observe and be bound by all obligations and conditions of this Agreement to which CONSULTANT is bound. 38.0 Public Records: CONSULTANT and all of its subcontractors are required to comply with the public records law (s.119.0701) while providing goods and/or Services on behalf of the CITY and the CONSULTANT, under such conditions, shall incorporate this paragraph in all of its subcontracts for this Project. Under such condition, CONSULTANT and its subcontractors are specifically required to: (a) Keep and maintain public records that ordinarily and necessarily would be required by the public agency in order to perform its obligations hereunder; (b) Provide the public with access to public records on the same terms and conditions that the public agency would provide the records and at a cost that does not exceed the cost provided in this chapter or as otherwise provided by law; (c) Ensure that public records that are exempt or confidential and exempt from public records disclosure requirements are not disclosed except as authorized by law; and (d) Meet all requirements for retaining public records and transfer, at no cost, to the public agency all public records in possession of the CONSULTANT upon termination of the contract and destroy any duplicate public records that are exempt or confidential and exempt from public records disclosure requirements. All records stored electronically must be provided to the public agency in a format that is compatible with the information technology systems of the public agency. If CONSULTANT or its subcontractor does not comply with a public records request, the CITY shall have the right to enforce this contract provision by specific performance and the person who violates this provision shall be liable to CITY for its costs of enforcing this provision, including attorney fees incurred in all proceedings, whether administrative or civil court and in all appellate proceedings. In addition, the CONSULTANT shall indemnify the City for all cost and expense incurred by the City, including attorney fees, due to the failure of the CONSULTANT or any of its subcontractors for failure to timely comply with this section of the Agreement. 39.0 Notices. Whenever notice shall be required or permitted herein, it shall be delivered by hand delivery, e-mail (or similar electronic transmission), facsimile transmission or certified mail, with return receipt requested and shall be deemed delivered on the date shown on the e-mail or delivery confirmation for any facsimile transmission or, if by certified mail, the date on the return receipt or the date shown as the date same was refused or unclaimed. If hand delivered to the City, a copy must be stamped with the official City receipt stamp showing the date of deliver; otherwise the document shall not
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be considered to have been delivered. Notices shall be delivered to the following individuals or entities at the addresses (including e-mail) or facsimile transmission numbers set forth below: To CITY:
With copies by U.S. mail to:
City Manager, 6130 Sunset Dr. South Miami, FL 33143 Fax: E-mail: [email protected]
6130 Sunset Dr. South Miami, FL 33143 Fax: (305) 341-0584 E-mail: [email protected]
Corporate Authority: The CONSULTANT and its representative who signs this Agreement hereby certifies under penalty of perjury that the CONSULTANT and its representative have, and have exercised, the required corporate power and that they have complied with all applicable legal requirements necessary to adopt, execute and deliver this Agreement and to assume the responsibilities and obligations created hereunder; and that this Agreement is duly executed and delivered by an authorized corporate officer, in accordance with such officer's powers to bind the CONSULTANT hereunder, and constitutes a valid and binding obligation enforceable in accordance with its terms, conditions and provisions. IN WITNESS WHEREOF, this AGREEMENT is accepted on the date first above written subject to the terms and conditions set forth herein. CONSULTANT By: _______________________ Virginia L. Corless, AICP, CPRP (Print Name Above) ATTESTED:
City of South Miami
By: _______________________ Maria M. Menendez, CMC City Clerk
By: ______________________________ Steven Alexander City Manager
Read and Approved as to Form, Language, Legality and Execution thereof: By: ________________________ Thomas F. Pepe, Esq. City Attorney
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FIXED FEE SCHEDULE / HOURLY RATES FIRM
Tindale Oliver Design Ginger Corless, AICP, CPRP, Principal-in-Charge
Evan Johnson, AICP, LEED AP, Contract Manager
Alex Law, AICP, Planner
Angela Coullias, Planner/Urban Designer
Michael Lauer Planning Michael Lauer, AICP, Code Specialist
Silvia E. Vargas, AICP, LEED AP, Planner
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ADDENDUM No. #1 Project Name:
Comprehensive Plan and Land Development Code Revision
February 23, 2016
This addendum submission is issued to clarify, supplement and/or modify the previously issued Solicitation, and is hereby made part of the Documents. All requirements of the Documents not modified herein shall remain in full force and effect as originally set forth. It shall be the sole responsibility of the bidder to secure Addendums that may be issued for a specific solicitation. Question #1: Since the RFQ awards 10 points to firms that have done previous work for the City of South Miami, may I request the following information: which of the 5 entities that signed in this morning have done previous work for the City? I believe at least two -- Dover Kohl and Corradino, have. Response to Question #1: A review of the City’s “Person Entity” (Vendors) Data Base indicates the following companies that attended the Non-Mandatory Pre-Bid Meeting on February 22, 2016 have done previous business with the City: SOL-ARCH, INC., ILER PLANNING, and CORRADINO GROUP. A copy of the Pre-bid Sign-in Sheet is attached.
IT SHALL BE THE SOLE RESPONSIBILITY OF THE BIDDER TO SECURE ADDENDUMS THAT MAY BE ISSUED FOR A SPECIFIC SOLICITATION.
Page 1 of 1 FORMS Page 39
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ADDENDUM No. #2 Project Name:
Comprehensive Plan and Land Development Code Revision
February 29, 2016
This addendum submission is issued to clarify, supplement and/or modify the previously issued Solicitation, and is hereby made part of the Documents. All requirements of the Documents not modified herein shall remain in full force and effect as originally set forth. It shall be the sole responsibility of the bidder to secure Addendums that may be issued for a specific solicitation. NOTE: The Scope of Services is revised to include the following and shall be a part of RFQ #PL2016-04 by way of reference: “The work of the Consultant will, additionally, be to assist the City from time to time, in a nonexclusive basis, with other duties usually associated with a Director of Planning & Zoning. The amount of such additional services, and whether such services are actually requested, will be in the City’s sole discretion. The term of the agreement to be negotiated shall not exceed a term of five (5) consecutive years following the issuance of a Notice to Proceed. The Basis for Compensation of these additional duties shall be determined by a Hourly Rate Fee negotiated during Phase II, Competitive Negotiations, of the Evaluation and Selection Process.” Question #1: In regards to page 15, RFQ #PL2016-04, what is required to fulfill the Impact Study? Response to Question #1: Page 15 of the RFQ, “Respondents Qualification Statement,” incorrectly identifies “Impact Study Engagements” and shall be replaced with “Zoning & Land Use Engagements” effective immediately with the posting of Addendum No. 2. IT SHALL BE THE SOLE RESPONSIBILITY OF THE BIDDER TO SECURE ADDENDUMS THAT MAY BE ISSUED FOR A SPECIFIC SOLICITATION. Page 1 of 1 FORMS Page 41
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