HomeMy WebLinkAboutR-2009-080 Five-Year Consolidated Plan Update Contract with Beckwith Consulting GroupRESOLUTION NO. R 2009-80
A RESOLUTION authorizing the City Manager to execute a contract with Beckwith
Consulting Group to complete the HUD mandated five year Consolidated
Plan for the City of Yakima.
WHEREAS, Every five years, HUD requires the City of Yakima to submit a Five Year
Consolidated plan as a requirement for receiving federal funds; and
WHEREAS, In order to access the federal CDBG and HOME funds for the next five
years, the city is required to submit a five year Consolidated Plan; and
WHEREAS, the Office of Neighborhood Development services has received proposals
by qualified consulting firms; and
WHEREAS, Beckwith Consulting Group has submitted a proposal for updating the
Cities five year Consolidated Plan for a total of $37,286, now, therefore,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF YAKIMA:
The City Manager of the City of Yakima is hereby authorized and directed to execute a
contract document reviewed and approved by the City Attomey with Beckwith Consulting
Group for the amount of $37,286 to update the cities five-year Consolidated Plan.
ADOPTED BY THE CITY COUNCIL this 2nd d of June, 200
ATTEST:
City Clerk
avid Edler, Mayor
PROFESSIONAL SERVICES AGREEMENT
CITY OF YAKIMA AND BECKWITH CONSULTING GROUP
THIS PROFESSIONAL SERVICES AGREEMENT (hereinafter "Agreement") is made
and entered into by and between the City of Yakima, a Washington municipal corporation
(hereinafter the "City") and Beckwith Consulting Group, (the "Consultant"), a company
licensed to do business in Washington.
WHEREAS, the City desires to engage the Consultant to perform professional
services for a Housing Action Plan, including a Consolidated and Annual Action Plan
(CP/AAP) Update as described further below; and
WHEREAS, the Consultant has the experience and expertise necessary to provide
said services and is willing to provide such services in accordance with the terms and
conditions of this Agreement;
NOW, THEREFORE, in consideration of the mutual covenants, promises and
agreements set forth herein, it is agreed by and between the City and the Consultant as
follows:
1. Scope of Services. The Consultant, in response to a Request for Qualifications
(RFQ), shall provide these services to the City as described in the Consolidated Plan and
Annual Action Plan (CP/AAP) Update, Yakima Washington, marked Exhibit "A", attached
and incorporated by this reference, and shall include:
A. update of the Housing and Market Analysis and Homeless Needs Assessment
using the results of current U.S. Bureau of Census and CHAS data, WA OFM,
ESD and WSCRER data and other existing source information;
B. developing the Strategic Plan goals, strategies, projects, programs and priorities
for the City;
C. workshops with stakeholders, potential market and project sponsors and the
public;
D documenting the Annual Action Pian and all certifications; and
E hearings with the Planning Commission and the Yakima City Council.
2. Term. The term of this Agreement shall commence upon execution hereof and
shall continue until completion of the services in Section 1, unless terminated earlier in
accord with Section 18.
3. Consideration. The City shall pay the Consultant for services rendered hereunder
in accordance with Exhibit "A", attached and incorporated by this reference. Unless this
Agreement is otherwise modified by the parties, the total compensation paid to the
Consultant for all services provided under this Agreement shall not exceed the amount
provided in Exhibit "A". The Consultant shall submit to the City monthly invoices itemizing
tasks accomplished. Payment shall then take place, provided, however, that all payments
are expressly conditioned upon the Consultant's providing services that are satisfactory to
the City. The Consultant shall maintain adequate files and records to substantiate all
amounts itemized on the monthly invoices. In the event that either party exercises its right
to terminate this Agreement in accordance with Section 18, the Consultant shall be
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Professional Services Agreement
City of Yakima and Beckwith Consulting Group
compensated in accordance with the above terms for all satisfactory services provided to
the City up to the effective termination date of the Agreement.
4. Information Provided by the City. The Consultant shall provide guidance to the
City in determining the data required for purposes of the contemplated services. The City
agrees to use reasonable efforts to provide data and information specifically requested by
the Consultant.
5. Status of Consultant. The Consultant and the City understand and expressly
agree that the Consultant is an independent contractor in the performance of each and
every part of this Agreement. No officer, employee, volunteer, and/or agent of the
Consultant shall act on behalf of or represent him or herself as an agent or representative
of the City. The Consultant, as an independent contractor, assumes the entire responsibility
for carrying out and accomplishing the services required under this Agreement. The
Consultant expressly represents, warrants and agrees that its status as an independent
contractor in the performance of the work and services required under this Agreement is
consistent with and meets the six -part independent contractor test set forth in RCW
51.08.195. The Consultant and its officers, employees, volunteers, agents and/or
subcontractors shall not make any claim of City employment nor shall make any claim
against the City for any related employment benefits, social security and/or retirement
benefits. Nothing contained herein shall be interpreted as creating a relationship of servant,
employee, partnership or agency between the Consultant and the City.
6. Inspection and Audit. The Consultant shall maintain books, accounts, records,
documents and other evidence pertaining to the costs and expenses allowable and
consideration paid under this Agreement in accordance with generally accepted accounting
practices. All such books of account and records required to be maintained by this
Agreement shall be subject to inspection and audit by representatives of the City and/or the
Washington State Auditor at all reasonable times, and the Consultant shall afford the proper
facilities for such inspection and audit. Such books of account and records may be copied
by representatives of the City and/or the Washington State Auditor where necessary to
conduct or document an audit. The Consultant shall preserve and make available all such
books of account and records for a period of ten (10) years after final payment under this
Agreement.
7. Taxes and Assessments. The Consultant shall be solely responsible for
compensating his employees, agents and/or subConsultants and for paying all related
taxes, deductions, and assessments, including but not limited to federal income tax, FICA,
social security tax, assessments for unemployment and industrial injury; and, other
deductions from income which may be required by law or assessed against either party as a
result of this Agreement. In the event the City is assessed a tax or assessment as a result
of this Agreement, the Consultant shall pay the same before it becomes due.
8. Nondiscrimination Provision. During the performance of this Agreement,
Consultant shall not discriminate in violation of any applicable federal, state and/or local law
or regulation on the basis of age, sex, race, creed, religion, color, national origin, marital
status, disability, honorably discharged veteran or military status, pregnancy, sexual
orientation, and any other classification protected under federal, state, or local law. This
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Professional Services Agreement
City of Yakima and Beckwith Consulting Group
provision shall include but not be limited to the following: employment, upgrading, demotion,
transfer, recruitment, advertising, layoff or termination, rates of pay or other forms of
compensation, selection for training, and the provision of services under this Agreement.
9. The Americans with Disabilities Act. The Consultant shall comply with the
Americans with Disabilities Act of 1990, 42 U.S.C. § 12101 et seq. (ADA) and its
implementing regulations and Washington State's anti -discrimination law as contained in
RCW Chapter 49.60 and its implementing regulations with regard to the activities and
services provided pursuant to this Agreement. The ADA provides comprehensive civil
rights to individuals with disabilities in the area of employment, public accommodations,
public transportation, state and local government services and telecommunications.
10. Compliance with Law. The Consultant agrees to perform those services under and
pursuant to this Agreement in full compliance with any and all applicable laws, rules, and
regulations adopted or promulgated by any govemmental agency or regulatory body,
whether federal, state, local or otherwise.
11. No Conflict of Interest. The Consultant covenants that neither he nor his
employees have any interest and shall not hereafter acquire any interest, direct or indirect,
which would conflict in any manner or degree with the performance of this Agreement. The
Consultant further covenants that it will not hire anyone or any entity having such a conflict
of interest during the performance of this Agreement.
12. No Insurance. It is understood the City does not maintain liability insurance for the
Consultant and its officers, directors, employees and agents.
13. Indemnification.
a. The Consultant agrees to hold harmless, indemnify and defend the City, its
elected officials, officers, employees and agents from and against any and all suits, actions,
claims, liability, damages, judgments, costs and expenses (including reasonable attorney's
fees) which result from or arise out of the negligence of the Consultant, its officers, agents,
employees or subcontractors in connection with or incidental to the performance or non-
performance of this Agreement.
b. In the event that both the Consultant and the City are negligent, each party shall
be liable for its contributory share of negligence for any resulting suits, actions, claims,
liability, damages, judgments, costs and expenses (including reasonable attomey's fees).
c. The foregoing indemnity is specifically and expressly intended to constitute a
waiver of the Consultant's immunity under Washington's Industrial Insurance Act,
RCW Title 51, as respects the other party only, and only to the extent necessary to provide
the indemnified party with a full and complete indemnity of claims made by the Consultant's
employees. The parties acknowledge that these provisions were specifically negotiated and
agreed upon by them.
d. Nothing contained in this Section or this Agreement shall be construed to create
a liability or a right of indemnification in any third party.
e. This Section of the Agreement shall survive the term or expiration of this
Agreement and shall be binding on the parties to this Agreement.
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Professional Services Agreement
City of Yakima and Beckwith Consulting Group
14. Insurance Provided by Consultant.
a. Professional Liability Insurance. On or before the date this Agreement is fully
executed by the parties, the Consultant shall provide the City with a certificate of insurance
as evidence of professional liability coverage with a limit of at least One Million Dollars
($1,000,000.00) for each wrongful act and an annual aggregate limit of at least Two Million
Dollars ($2,000,000.00). The certificate shall clearly state who the provider is, the amount
of coverage, the policy number and when the policy and provisions provided are in effect.
The insurance shall be with an insurance company rated A -VD or higher in Best's Guide. If
the policy is on a claims made basis, the retroactive date of the insurance policy shall be on
or before the date this contract is executed by both parties hereto, or shall provide full prior
acts coverage. The insurance coverage shall remain in effect during the term of this
Agreement and for a minimum of three (3) years following the termination of this
Agreement.
b. Commercial Liability Insurance. On or before the date this Agreement is fully
executed by the parties, the Consultant shall provide the City with a certificate of insurance
as proof of commercial liability insurance with a minimum liability limit of One Million Dollars
($1,000,000.00) per occurrence/aggregate limit bodily injury and property damage. The
certificate shall clearly state who the provider is, the amount of coverage, the policy number
and when the policy and provisions provided are in effect. Said policy shall be in effect for
the duration of this Agreement. The policy shall name the City, its elected officials, officers,
agents and employees as additional insureds and shall contain a clause that the insurer will
not cancel or reduce in limits the insurance without first giving the City thirty (30) calendar
days prior written notice. The insurance shall be with an insurance company or companies
rated A -VII or higher in Best's Guide and admitted in the State of Washington.
c. Commercial Automobile Liability Insurance. On or before the date this
Agreement is fully executed by the parties, the Consultant shall provide the City with a
certificate of insurance as proof of commercial automobile liability insurance with a minimum
liability limit of One Million Dollars ($1,000,000.00) per occurrence/aggregate limit bodily
injury and property damage. The certificate shall dearly state who the provider is, the
amount of coverage, the policy number and when the policy and provisions provided are in
effect. Said policy shall be in effect for the duration of this Agreement. The policy shall
name the City, its elected officials, officers, agents and employees as additional insureds
and shall contain a clause that the insurer will not cancel or reduce in limits the insurance
without first giving the City thirty (30) calendar days' prior written notice. The insurance shall
be with an insurance company or companies rated A -VII or higher in Best's Guide and
admitted in the State of Washington.
d. Insurance Provided by SubConsultants. The Consultant shall ensure that all
subConsultants it utilizes for work/services required under this Agreement shall comply with
all of the above insurance requirements.
15. Delegation of Professional Services The services provided for herein shall be
performed by the Consultant and no person other than regular associates or employees of
the Consultant shall be engaged upon such work or services except upon written approval
of the City.
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Professional Services Agreement
City of Yakima and Beckwith Consulting Group
16. Assignment. This Agreement, or any interest herein or claim hereunder, shall not
be assigned or transferred in whole or in part by the Consultant to any other person or entity
without the prior written consent of the City. In the event that such prior written consent to
an assignment is granted, then the assignee shall assume all duties, obligations and
liabilities of the Consultant stated herein.
17. Waiver of Breach. A waiver by either party hereto of a breach by the other party
hereto of any covenant or condition of this Agreement shall not impair the right of the party
not in default to avail itself of any subsequent breach thereof. Leniency, delay or failure of
either party to insist upon strict performance of any agreement, covenant or condition of this
Agreement, or to exercise any right herein given in any one or more instances, shall not be
construed as a waiver or relinquishment of any such agreement, covenant, condition or
right.
18. Termination. Either party may terminate this Agreement at any time, with or without
cause, by providing the other party with written notice of termination sixty (60) calendar days
prior to the termination date.
19. Severability. If any portion of this Agreement is changed per mutual agreement or
any portion is held invalid, the remainder of the Agreement shall remain in full force and
effect.
20. Notices. Unless stated otherwise herein, all notices and demands shall be in writing
and sent or hand delivered to the parties to their addresses as follows:
TO CITY:
TO CONSULTANT:
Richard A. Zais, Jr.
City Manager (or)
Dave Zabell
Assistant City Manager
City of Yakima
129 North Second Street
Yakima, WA 98901
Tom Beckwith
Beckwith Consulting Group
PO Box 704
LaConner, WA 98257
or to such other addresses as the parties may hereafter designate in writing. Notices and/or
demands shall be sent by registered or certified mail, postage prepaid or hand delivered.
Such notices shall be deemed effective when mailed or hand delivered at the addresses
specified above.
21. Third Parties. The City and the Consultant are the only parties to this Agreement
and are the only parties entitled to enforce its terms. Nothing in this Agreement gives, is
intended to give, or shall be construed to give or provide any right or benefit, whether
directly or indirectly or otherwise, to third persons.
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Professional Services Agreement
City of Yakima and Beckwith Consulting Group
22. Drafting of Agreement. Both the City and the Consultant have participated in the
drafting of this Agreement. As such, it is agreed by the parties that the general contract rule
of law that ambiguities within a contract shall be construed against the drafter of a contract
shall have no application to any legal proceeding, arbitration and/or action in which this
Agreement and its terms and conditions are interpreted and/or enforced.
23. Integration. This written document and the attachments constitute the entire
Agreement between the City and the Consultant. There are no other oral or written
agreements between the parties as to the subjects covered herein. No changes or
additions to this Agreement shall be valid or binding upon either party unless such change
or addition be in writing and executed by both parties.
24. Governing Law. This Agreement shall be govemed by and construed in
accordance with the laws of the State of Washington.
25. Venue. The venue for any action to enforce or interpret this Agreement shall lie in
the Superior Court of Washington for Yakima County, Washington.
26. Counterparts. This Agreement may be executed in one or more counterparts, each
of which shall be deemed an original, but all of which shall constitute one and the same
Agreement.
CITY OF YAKIMA
R. A. Zais, Jr., Coy Manager
Date:
t/VO r
•
BEC `' CONSULTING GROUP
6/111 :,.a
•
ith, Principal
Beckwit Consulting Group
Date:
City Contract No.o?09 -f Date:
City Resolution No.
Pap 6of7
Professional Services Agreement
City of Yakima and Beckwith Consulting Group
ATTACHMENTS
Exhibit "A" Response to Request for Qualifications,
Consolidated Plan and Annual Action Plan (CP/AAP) Update,
Yakima, Washington, Beckwith Consulting Group, April 24, 2009
Page 7 of 7
Professional Services Agreement
City of Yakima and Beckwith Consulting Group
Consolidated Plan &
Annual Action Plan (CP/AAP) Update
Yakima, Washin' ton
t e Bec wit Consu ting Group
24 A • ril 2009
24 April 2009
BECKWITH
the Beckwith Consulting Croup
Planning/Design/Development Services
PO Box 704, LaConner, Washington 98257
e-mail: beckwith@beckwithconsult.com
website: www.beckwithconsult.com
.hone: 360-466-3536
Archi Mathews, Operations Supervisor
City of Yakima, Neighborhood Development Services
112 Eighth Street
Yakima, Washington 98901
Regarding: Consolidated Plan & Annual Action Plan (CP/AAP) Update
Dear Archi:
Your proposed update to your Consolidated Plan and Annual Action Plan
(CP/AAP) project is most interesting and we would like the opportunity of
working with you, your staff, officials, and citizens on it. Please consider the
following as you review our submittal:
Our approach
As described in the following pages of our submittal, our approach includes
your detailed RFQ scope organized into 13 tasks:
■ updating your Housing & Market Analysis and Homeless Needs Assessment
using the results of current US Bureau of Census and CHAS data, WA OFM,
ESD, and WSCRER data, and other existing source information,
■ developing your Strategic Plan goals, strategies, projects, programs, and
priorities,
■ conducting workshops with stakeholders, potential market and project
sponsors, and the public,
■ documenting your Annual Action Plan and all certifications, and
■ conducting hearings with your Planning Commission and City Council.
Schedule and budget - our scope can be completed in 22 weeks or faster or
slower, if you desire, and within a $37,286 budget including contingencies.
Experience with housing studies, plans, and projects
We have accomplished over 126 individual projects involving public surveys
and workshops, needs assessments, market analysis, economic feasibility
studies, comprehensive plan housing elements, housing design plans, private
development projects, and environmental impact statements.
We recently completed housing action plans for Bellingham and Whatcom
County, Port Townsend and Jefferson County, and are currently completing
plans for Sequim. Examples of these and some of our other recent projects are
illustrated in the synopsis provided in the attachments - and are available on
their websites.
In conclusion, we are most interested in working on your project and would like
the o•.ortunity for an interview where we may review your project particulars
a d . qualifications and proposal in more detail.
ith FAICP, Principal
Approach with tasks, schedule,
and budget
Qualifications and example work
Consulting team
• •IAT:felil10l101% lttt•1 'T ' r i • i
1: Conduct retreat to review/resolve scope of work
We will conduct a retreat with you, your staff, officials, and representatives of
other agencies you consider appropriate. We will review the proposed scope of
work and identify issues to be addressed and parties to be included during the
Consolidated Plan/Annual Action Plan (CP/AAP) planning process.
Consolidated Plan/Annual Action Plan (CP/AAP) Advisory Group - as an
option, you could assemble a CP/AAP Advisory Group to include
representatives of local housing services, social services, fair housing services,
health services, homeless services including the chronically homeless, Yakima
County, Washington State Community, Trade & Economic Development (CTED),
HOPWA and HOME participants, and other social and housing organizations you
deem appropriate to work with you and your staff during the course of the
process.
Depending on the organizations in your area, this may include the Yakima
Housing Authority, Yakima County, Habitat for Humanity, United Way, Yakima
Public Schools, Head Start, Yakima County Health District, Agency for Aging,
Yakima Chamber of Commerce, Association of Realtors, and Master Builders
Association.
Consolidated Plan Management Process (CPMP) Tool - we will use HUD's CPMP
Tool Version 2.0 to update your Consolidated Plan, Strategic Plan, Annual
Action Plan, and Consolidated Annual Performance and Evaluation Report
(CAPER). The CPMP Tool is comprised of 19 documents - the CPMP main
workbook, the Strategic Plan, Annual Action Plan, State Certification, SF424,
CAPERs, Needs workbook, Projects workbook, and the new Specific Objectives
and Goals workbooks. We will provide you a full electronic copy of the final
document including all Word, Excel, and other incorporated files and
documents.
Update Housing & Market Analysis/Housing & Homeless Needs
Assessment
2: Update Housing & Market Analysis/Housing & Homeless Needs Assessment
We will compile and compare the following data information from your 2005-
2009 Consolidated Plan, the 2000 Census, CHAS statistics, 2005 Census
Estimates, Washington State Center for Real Estate Research (WSCRER), local
public and non-profit social and housing agencies, and other sources:
Demographics and supply
• population chafe - including annual average rates due to birth, death, and
migration rates between Yakima and comparable areas,
• household status- including average household size, percent of all
households in married or male/female households, and percent in types of
non -family households with and without children,
• education and employment - including education level, percent in labor
force, occupation, industry by base or service sector,
• irtconie; - including median household, family, and per capita income, and
distribution of family and non -family income levels,
• transportation - including mode for commuting to work, private vehicle
occupancy, vehicles per household, and place of work,
• housing and CHAS statistics - including percent owner/renter occupied,
units in structure, value of owner -occupied units, monthly ownership costs
as % of income, cost of renter -occupied units, monthly rental cost as % of
income, type of elderly, small and large family, and other individual
1
household in low to middle income categories, and having housing
problems including paying more than 30 and 50% of income for housing,
• housing characteristics - including sales and rental values, age, condition,
size, plumbing, type, vacancy or unoccupied rates for part-time, seasonal,
and permanent housing,
• public housincgproc1rants - including the existing and proposed number,
location, type, tenant, and method of financial assistance including
evaluation of programs being offered by housing authorities and other non-
profit sponsors and identification of any units expected to be lost to the
inventory.
•
abandoned housing - including the number and location of any abandoned
or severely dilapidated structures and whether they are suitable for
rehabilitation based on field assessments.
• racial/ethnic/low income concentrations - including the degree to which
neighborhoods disproportionately contain concentrations of minority or
low income households.
Build -out projections - potential supvly
• dwelling units - including existing and build -out potential due to
development of vacant lands, infill of underdeveloped lands under pending
or approved subdivision and building permit applications, and various
zoning allowances in your current GMA comprehensive plan,
• imputation - including estimated and build -out potential of the number of
persons based on average number of household occupants for various
dwelling unit types by density,
Employment
• population/emplo_yment ratios - including trends in work force
participation compared with the projected aging population profile in
Yakima,
• base industry_e►nploytttent - including trends in agriculture, forestry,
fisheries, mining, construction, and manufacturing industrial sectors,
• se) vice industry_ eutploytnent_- including trends in communication,
wholesale and retail trade, finance, professional, and governmental service
sectors compared with base/service ratios achieved in Yakima compared
with other urbanized areas in Washington State,
• economic sustenance factors_ the number of employees required within a
specific service industry in order to support Yakima's population,
• base/service/population multiplier - or the population that can be
sustained by the city's projected employment trends (versus employment
holding capacity) compared with the service population required to sustain
population projections (versus residential holding capacity) if the area
matures through multiplier ratios common of other urbanized areas, and
thereby project
• emploYee and household income- common of the employment and
thereby households to be added to the Yakima population as a result of the
multiplier and their home purchasing ability - particularly for critical public
and service employee classifications such as teachers, police, firefighters,
health workers, etc.
Market trends and vrojections/imbalances
• number of households - expected to buy or rent housing products in
Yakima by household type including single individuals and various family
types with and without children,
• household income - by household type including the numbers expected to
be buying or renting based on income ability and preference trends,
2
Gantt Chart
24 April 2009
Yakima Consolidated Plan & Annual Action Plan (CP/AAP) Update
Initiate plan
Team Leader - Tom Beckwith FAICP
Community Development Analyst - Steve Price
Market/Finance Analyst - Nancy Jordan
I Public Opinion Surveys - GMA Research Corporation
II
I I weeks
I I 1 1 1 1 1 2 2
1124680246802
prof
hrs
labor mtls &
cost expenses
total
cost
1 Conduct retreat w/CP/AAP Advisory Group X X X
0
12 51,140 50 51,140
Update Housing & Mkt Analysis/Homeless Needs Assmnt
2
Update Housing & Mkt Analysis/Homeless Needs A
X X X
0
16
64
56,080
50
56,080
3
Review conditions w/CP/AAP Advisory Group
XXX
20
0
12
$1,140
50
51,140
4
Review findings/conditions w/public
XXX
S1,140
0
8
5760
51 50
5910
Develop Strategic Plan
5 Conduct Strategic Plan workshops/goals and strate
6 Review strategies w/CP/AAP Advisory Group
X X X
X X X
0
0
88 58,360 5250 58,610
12 51,140 5150 51,290
Determine public priorities
7
Review Strategic Plan w/public
X X X
0
16
51,520
5250
51,770
8
Conduct public survey of preferences/priorities
X X
20
51,900
55,000
56,900
9
Select Strategic Plan w/CP/AAP Advisory Group
X X X
0
12
S1,140
5150
51,290
Create Annual Action Plan
10 Create Annual Action Plan certifications
11 Select Annual Action Plan w/CP/AAP Advisory Grou
X X X
X X X
24 52,280 SO 52,280
12 51,140 S50 51,190
Document plan/present for adoption
12 Edit/publish Consolidated/Annual Plan documents
13 Conduct hearings w/Plan Comm/City Council
X X X
X
0
20 51,900 50 51,900
8 5760 5250 51,010
Subtotal
Contingency
Project budget
308 529,260 56,250 535,510
5% 51,776
537,286
Assumptions
8 We will design and conduct a mail-out/phone-back survey of registered voter households for an accuracy
of +/-10%. We can accomplish additional surveys to increase accuracy for a cost of S55/completed survey.
12 Assumes we will create camera-ready and disk copy, of all products and you will copy and distribute all documents
Senior professional 585-125/hour, professional 565-85, technical 545-65, and support staff 520-25
• housing product mix - by expected sales or rental prices based on
projected housing market trends and residential holding capacities,
■ market imbalances - including overage or underage of product by types,
price, and other features based on the projections above including the
number and household types in poverty, low, moderate, and middle income
ranges expected to be paying more than 30% and 50% of household income
and/or residing in a housing product not suited to their needs or
preferences base on extrapolations of CHAS statistics.
■ member of special population households - expected to require housing
assistance or special housing products provided with security, health,
social, or other Continuum of Care program services accounting for local
special population trends based on the most recent Yakima Homeless
Count.
• special housing rectuirements - by housing product and program
accounting for existing and programmed special population program
services to be provided by sponsoring organizations for transitional,
emergency, supportive for chronically homeless, domestic violence, alcohol
and drug addictions, HIV/AIDS, and other mental/physically limiting
disabilities.
■
market imbalances and barriers to affordable housing - including
overage or underage of product by type and program service needs
including non-traditional forms of housing and identification of any public
policies that represent barriers to affordable housing including zoning
codes, impact fees, land costs, and offsetting incentives or mitigations.
• Lead _based paint hazards - including the estimated number of units still
retaining lead-based paint hazards occupied by low/moderate income
families.
3: Review Housing & Market Analysis/Housing & Homeless Needs Assessment
with CP/AAP Advisory Grout,
We will review the updated results of existing supply, demand, and need
projections and imbalances including special population needs with you, your
staff, the CP/AAP Advisory Group, and other participants you deem appropriate
at workshop sessions. Your workshop participants will define issues to be
considered during the development of the CP/AAP updates.
4: Review Housing & Market Analysis with the public
We will conduct public open houses on the results of task 2 and 3. We will
display the results of the supply, demand, and need projections on exhibits
arranged throughout the meeting room so that the public may review and
provide comments in an informal drop-in format.
During the informal portion of the meetings, we will mingle throughout the
meeting space to answer specific questions or take notes. During the formal
portion of the meetings, we will make a presentation and answer questions. If
appropriate, we will conduct small group discussions of key points or issues.
We will give each open house participant a survey as they enter indexed to key
questions and concerns to be addressed in the CP/AAP process. The survey
results will provide you, your staff, and CP/AAP Advisory Group a sense of
public opinion prior to commencing the development of detailed goals,
strategies, and projects.
Develo Strati ' is Plan
5: Conduct consolidated/annual action plan workshops
We will conduct a series of public workshop with you, your staff, CP/AAP
Advisory Group members, and other parties you deem appropriate. Depending
4
on the results of task 3 and 4, our evaluation of your trends, and our
experience with similar projects, the potential list of goals, strategies, projects,
and programs to consider in your Strategic Plan may include:
Affordable housing - proposed projects to:
• Educate and counsel programs - concerning rental, purchase, maintenance,
repair, and construction to be sponsored by Wells Fargo Bank, Yakima
Realtors Association, or other group,
• Lending progratns - identifying counseling services and lending programs
to be utilized to increase local household buying power through HFC House
Key Plus mortgage and down payment assistance programs, FHA Sections 8
and 223 Low Income programs, and private capital sources,
• Finance projects - identifying local capital sources (including bonds and
levies), HFC Tax Exempt bonds, and the Washington Community
Reinvestment Association's (WCRA) Capital Plus programs to help private
and nonprofit organizations finance affordable/low cost products in the
local marketplace,
• Assist housing programs - identifying income or housing subsidy or
assistance programs to help pay sales loans or rents using HFC House Key
programs and FHA Section 8 programs including for critical employee
skills,
• Retain existing affordable housing stock - using sweat equity construction
and repair programs, repair and renovation programs including the use of
land and equity trust financing concepts, and retention of mobile home
parks and mobile homes for low-income housing,
• Renovate and repair programs - identifying older, less expensive stock
including mobile homes to be preserved, retrofit, and reclaimed in the
existing supply along with code or mitigation incentives, or financing
assistance using the Federal Housing Authority's (FHA) Section 221
program, or equity trust programs, or innovative land and equity trust
concepts,
• Adopt or modify inclusionary zoning (IZ) development incentives - using
low or affordable housing product quotas possibly combined with density
increases, parking waivers, height and lot coverage variances, transfer of
development rights, land trusts, limited-equity cooperatives, impact fee and
utility connection fee deferments, or other direct or indirect inducement
concepts like the Washington State Housing Finance Commission's (HFC)
Recapture Tax,
• Stimulate projects and form partnerships using competitive mixed
income RFPs - for public or packaged properties with affordable housing
performance and participation criteria,
• Develop affordable rental housing projects - using HOME, LIHTC, WAHTF,
• Develop affordable sales housing projects - using HOME, LIHTC, HFC,
HOME CHDO,
Homelessness - proposed programs, projects, and priorities to:
• Continuum of Care programs - existing and proposed to prevent
homelessness.
• Develop facilities - for special populations using McKinney, HOPWA.
Special needs populations - proposed programs, projects, and priorities to:
• Develop facilities - including shelters, transitional, and permanent housing
development projects for migrant workers, disabled, elderly, homeless,
domestic abuse, mental health, and other special needs households using
HFC HomeChoice and Housekey Extra programs, and FHA 202 Elderly and
811 Disabled programs, and
Community development plan - proposed prggrams, projects, and priorities
to:
• Improve neighborhood infrastructure, servicesand facilities - including
recertification of the Neighborhood Revitalization Strategy Area.
5
• Barriers to affordable fordable housing- including possibility of:
• Zoning allocations adjusting the ratio and acreage provided for low to
urban density residential zones and innovative housing products
including mixed use districts to reflect household requirements and
buying capabilities,
• Provisions and standards for prefab, manufactured, and modular
housing,
• Allowances for innovative and lower priced housing products including
accessory dwelling units or mother-in-law apartments, cottage or small
lot village housing, grow houses, patio houses, duplex -quads -
townhouses, modular and manufactured housing, co -housing, live/work
lofts,
• Building codes and utility policies - allowing modular and
manufactured housing, providing energy and weatherizing, retrofitting,
and utility services,
• Creation of transfer development rights for housing density,
• Differential taxing rates for land trusts, common improvements,
affordable housing projects,
• Lead-based paint hazards - removal of lead-based paint from existing
occupied houses including possibility of temporary relocation of
households during extraction.
• Anttjoverty strategies - to increase training and job placement including
family -self sufficiency, welfare to work, and workforce development
initiatives; and supporting services including daycare and head start.
Institutional structure & Coordination- incl uding_coordinorton and
continuation of:
• action plan work proarain - defining tasks, responsibilities, schedules,
budgets, and annual progress reports and review milestones appropriate to
the public, non-profit and private entities to be involved in implementing
the above strategies.
6: Review strategies with CP/AAP Advisory Group
Based on the results of task 5, we will review the Strategic Plan goals, strategies,
projects, and programs with you, your staff, the CP/AAP Advisory Group at
workshop sessions. Your workshop participants will refine the Strategic Plan
proposals to the most feasible alternatives and determine issues to be reviewed
with the public.
Determine J ub!ic res' onse and 'riorities
7: Review Strategic Plan proposals with the public
We will conduct public open houses on the Strategic Plan proposals. We will
display the specific program and project actions on exhibits arranged
throughout the meeting room so that the public may review and provide
comments in an informal drop-in format.
During the informal portion of the meetings, we will mingle throughout the
meeting space to answer specific questions or take notes. During the formal
portion of the meetings, we will make a presentation and answer questions. If
appropriate, we will conduct small group discussions of key project or program
proposals.
We will give each open house participant a survey as they enter indexed to key
questions and concerns to be addressed in the CP/AAP process. The survey
results will provide you, your staff, and CP/AAP Advisory Group a sense of
public opinion prior to prioritizing and finalizing the Strategic Plan goals,
strategies, projects, and programs.
6
8: Public survey of preferences and priorities
We will conduct a mail-out/phone-back survey of a sample of your registered
voter households. We will mail each household a summary copy of the Strategic
Plan goals, strategies, projects, and program proposals along with a copy of the
survey asking:
• Level of satisfaction - with existing housing products, characteristics,
amenities, prices, and other particulars,
• Rank order priorities - for different housing choices comparing
preferences for product, location, size, finish, amenity, and other features
versus cost in order to determine trade-off opportunities,
• Validation of housing needs - to determine level of support and priority
for assisting workforce, low income households, and special needs
populations including migrant workers, disabled, elderly, domestic abuse,
and mental illness,
• Reaction to prototype examples - to determine interest in and support for
various physical and design solutions, as well as land or equity trust,
investment tax credit, prefab product, sweat equity, competitive mixed
income RFPs, inclusionary zoning (IZ) requirements and cost offsets, and
other strategies,
• Strategic plan and program priorities - to determine level of political and
financial support for various assistance programs and projects including
the possibility of approving bonds, levies, and other direct locally funded
financing strategies, and
• Household characteristics - including residence, age, employment, income,
and household status.
9: Select Strategic Plan contents with CP/AAP Advisory Group
We will review the results of the public open house and mail-out/phone-back
survey with you, your staff, and CP/AAP Advisory Group at workshop sessions.
Your workshop participants will consider the results of the open house and
survey, refine Strategic Plan goal, strategy, project, and program applications
accordingly, and select final actions and priorities to be included in the
published CP/AAP documents to be presented to the Planning Commission and
City Council for adoption.
Create Annual Action Plan
10: Create Annual Action Plan(s)
Based on the results of task 9, we will compile and edit:
• HUD Standard Form 424 - including funding amounts, programs, and
project applications for CDBG, HOME, HOPWA, ESG, and other federal
sources based on the final proposals and priorities resolved in task 9.
• Certifications - with Washington State Departments of Health & Social
Services (DSHS), Department of Commerce, Trade & Economic Development
(CTED), and others.
• CAPERs Narrative Responses - to CAPER questions for CDBG, HOME,
HOPWA, ESG program grantees to comply with Consolidated Planning
Regulations.
11: Select Annual Action Plan contents with CP/AAP Advisory Group
We will review the Annual Action Plan funding amounts and projects,
certifications, and CAPERs narrative responses with you, your staff, the CP/AAP
Advisory Group at workshop sessions. Your workshop participants will refine
the Annual Action Plan funding requests, certifications, and narrative responses
for final validation by the Planning Commission and City Council.
7
Document an, -resent to Plannin' Commission and Cit Council
12: Edit/publish CP/AAP documents
Based on the results of task 11, we will compile and edit:
• website and Powerpoiut prese+ntations - of key findings, implications, and
the proposed CP/AAP implementation program which we will post and
update over the course of the planning process,
■ brochure handouts - illustrating Strategic Plan goals, strategies, projects,
and programs along with participants, major implementation tasks and
responsibilities, and other appropriate summary information,
• CP/AAP ctocum►ments - containing final contents of the Consolidated Plan and
Annual Action Plan - as well as appendices with the results of the updated
demographic, population, supply, employment data, demand and need
assessments, workshop concepts and discussions, open house and survey
results, and implementation particulars.
13: Present CP/AAP documents
We will help you and the CP/AAP Advisory Group present the final CP/AAP
documents to your Planning Commission and City Council, and other
organizations for review, public hearings, and final actions in accordance with
GMA and HUD requirements.
8
Beckwith Consul tin Grou
PO Box 704, LaConner, Washington 98257
e-mail: beckwith@beckwithconsult.com
phone: 360-466-3536
www.beckwithconsult.com
We established the Beckwith Consulting Group as a sole proprietorship in 1983
to provide planning, design, and development services to public and private
clients throughout the Pacific Northwest. Prior to forming the firm, Tom
Beckwith FAICP was solely responsible for the management of multidiscipline
project teams and departments in a variety of other consulting organizations.
The firms ranged in size from 25 persons to the 4th largest architectural
corporation in the nation.
Our firm averages an annual volume of about $250,000 in fees ranging from
consultations accomplished on an hourly retainer to services in excess of
$500,000 in fees and on development projects in excess of $200,000,000. We
are solely responsible for all schedules, budgets, products, and particulars.
Market feasibility studies
• Sales trends by project type
• Competition inventories
• Sales available projections
• Trade area/absorption projections
• Market capture analysis
• Marketing strategies
• Promotional strategies/materials
Economic feasibility studies
• Highest/best use determinations
• Building envelop studies
• Development cost estimates
• Financing strategies
• Life cycle evaluations
• Pro -forma cash flow IRR, ROE
Economic development planning
• Population/demographic trends
• Employment/income projections
• Economic activity assessments
• Capital market activity analysis
• Industrial site search
• Target market identifications
• Industrial assistance
• Marketing and promotion
Comprehensive planning
• Land use inventories
• Infrastructure assessments
• Transportation demand/needs
• Physical land requirements
•
•
•
Land use plans
Growth management strategies
Community facility requirements
Capital programming
• Revenue trends analysis
• CFP programs/budgets
• LID definitions and adoptions
• Public/private financing strategies
• Grant applications
• Fiscal element impact statements
Project and master planning
• Commercial district revitalization
• Industrial district revitalization
• Industrial park developments
• Neighborhood rehabilitation
• Waterfront programs
• Urban renewal/redevelopment
• Park development projects
• Surplus facility reuse
Development regulations
• Zoning ordinances
• Subdivision regulations
• Preservation districts
• Historical preservation districts
• Pedestrian ordinances/bylaws
• Parking district and bylaws
• Restrictive covenants
• Common property associations
We have attained one of the highest implementation rates in the industry for
our innovative plans and implementation strategies.
9
Beckwith Consulting Group
Housi
ro ' rams
Our GMA comprehensive housing plan
elements have involved public opinion
surveys, demographic analyses, land capacity
estimates, employment and income
projections, housing market trend surveys,
demand/need estimates, affordable housing
strategies, and implementation programs.
We have developed housing action plans for
cities, counties, non-profit sponsor agencies,
and private developers and builders. Following
is a representative but partial listing.
■ Port Townsend/Jefferson County Housing
Action Plan for the Port Townsend Planning
Department and the Jefferson County
Community Development Department
■ Arlington Economic Development Plan for
the Arlington Community Development
Department
■ Sultan Comprehensive Plan Housing
Element & EIS Update for the Sultan Planning
Department
• Gig Harbor Comprehensive Plan Housing
Element Plan/EIS & Update for the Gig Harbor
Planning Department
■ Snohomish Economic Development Plan
for the Snohomish City Manager
• Delridge Neighborhood Plan & Housing
Element for the Delridge Community Council
and Seattle Department of Neighborhoods
• Bonney Lake Comprehensive Plan Housing
Element & EIS for the Bonney Lake Planning
Department
■ Duvall Comprehensive Plan Housing
Element Update & EIS for the Duvall
Development Review Committee
■ Gig Harbor Westside Annexation Mitigation
and Millvale Neighborhood Plan for the Gig
Harbor City Administrator
• Ridgefield Comprehensive Plan Housing
Element for the Ridgefield Planning
Commission and Clark County Community
Development Department
■ Gig Harbor Comprehensive Plan/Growth
Management Strategy for the Gig Harbor
Planning Department
• Puyallup Downtown and Central
Neighborhoods Development Plan for the
Puyallup Community Development Department
■ Berks County Housing Needs Assessment
for the Berks County, Pennsylvania, Planning
Department
10
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Beckwith Consultin ' Grou •
Land use re, ulations
Our GMA comprehensive plans and
implementation programs have created,
revised or updated zoning, land use,
development standards, shoreline
management, subdivision, critical areas, site
and design review, and SEPA procedures.
We have accomplished land use regulation
revisions or updates for downtown and
waterfront districts, neighborhoods, cities,
counties, and project -specific planned actions.
Following is a representative listing.
• Des Moines Land Use Code Update for the
Des Moines City Council, City Manager, &
Planning Department
• Blaine Land Use & Environmental Code
Update for the Blaine City Manager and
Planning Department
• Port Orchard Zoning Ordinance Update for
the Port Orchard Planning Department,
Planning Commission & City Council
• Duvall Unified Development Regulations
for the Duvall Development Review Committee
and Washington State Community, Trade &
Economic Development Department GMA/SEPA
Demonstration Grant Program
• Bonney Lake Comprehensive Plan Housing
Element & Zoning Regulations for the Bonney
Lake Planning Department
• Oak Harbor Waterfront/Downtown
Redevelopment Project & Program including
Facade Design Guidelines for the Windjammer
Committee & Oak Harbor Development
Services Department
• Greater Cincinnati Off -Airport Land Use
Plan, Zoning Regulations, & Building Codes for
the Boone County, Kentucky, Planning
Commission
• New Richmond Comprehensive Plan &
Development Regulations for the New
Richmond Planning Commission & Clermont
County Community Development Department
• Walton Comprehensive Plan Update &
Development Regulations for the Walton
Planning Commission and Boone County
Planning Commission, Kentucky
• Boone County Comprehensive Plan &
Development Regulations for the Boone
County Planning Commission, Kentucky
• Clermont County Comprehensive Plan &
Development Regulations for the Clermont
County Council of Governments & Clermont
County Community Development Department,
Ohio
11
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Beckwith Consulting Group
1
Our housing development projects have
assessed market feasibilities and
opportunities, site conditions and constraints,
allowable development regulations, SEPA
environmental impact statements and
checklists, public approvals, and financial
implementation strategies for publicly
sponsored projects.
We have developed plans and designs for
single family detached cluster projects,
townhouse and condominium complexes,
mixed-use residential, retail, office, and public
facility structures, and neighborhood -wide
redevelopment projects. We have also created
plans and financial strategies for the
retrofitting of surplus schools, breweries,
warehouses, and upper floor buildings.
Following is a representative but partial
listing.
• Lynden Hillclimb Mixed Use Development
Project (housing, office, and retai) for the
Lynden Planning Department & 38
participating property owners
• Delridge Neighborhood Plan (surplus
school residential and artists loft retrofit plan)
for the Delridge Neighborhood Council &
Seattle Department of Neighborhoods
■ Fairview Elementary School Reuse Project
(senior and assisted housing) for the Seattle
Housing Authority, School District, &
Community Development Department
• 12th Avenue Feasibility Study of
redeveloping 8 vacant properties for mixed
use projects (housing and retail) for the Seattle
Community Development Department
■ Fall City Mixed Use Development Project
(residential, retail, and riverfront inn) for
Bernard Development Company, Preston
■ Copper Hill (Tweedsmuir) Mixed Use
Development Project (residential, office, and
retail) for Tweedsmuir Associates, Duvall
• Downtown Bellevue Properties Master
Planning (condominiums, hotels, office
buildings, and retail) for Kemper
Freeman/Bellevue Square Inc
• Hercoform Housing Feasibility Study for
Hercoform, Inc, Bethlehem, Pennsylvania
■ Luthern Parish Nonprofit Housing
Assistance Plan for the Luthern Parish in
Allentown, Pennsylvania
12
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Beckwith Consultin r Group
t nuI.T•l,l I4'
We are currently completing a housing needs
assessment for the Sequim Housing
Subcommittee - a committee composed of
elected officials, housing authorities, non-
profit trusts and housing corporations, private
developers, lenders, and realtors.
We analyzed and projected demographic,
employment, income, housing market trends,
homeless, and special population needs, CHAS
housing problems by type household,
economic sustenance requirements, housing
development cost variables and cost offset
conditions over the next 20 year period.
We conducted workshop sessions with
builders, realtors, and lenders to determine
their opinion on current trends, products and
proposals, and their interest in participating in
citywide housing solutions.
We identified strategies the city could evaluate
when developing a detailed action plan to
provide:
• Financial incentives including differential
taxing rates, limited and shared equity
lending, and land trusts
• Development code revisions to achieve
minimum density, performance based design,
low impact development, transfer
development rights, accessory dwelling units,
modular housing, and progressive
building/permit fees, utility connection
charges, and impact fees
• Competitive RFP packaged development
projects using prefabricated accessory
dwelling units, modular single family and
mixed-use development project prototypes
• Inclusionary zoning (IZ) including direct
and indirect incentives with which to offset
builders costs for the purpose of creating
affordable housing units in mixed income
projects and developments
The Subcommittee and Council are currently
using the results of the housing needs
assessment with which to initiate detailed
action plan strategies in regards to the above
proposals.
13
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Beckwith Consulting Group
We recently completed an aggressive housing
action plan for the Bellingham and Whatcom
County Countywide Housing Action Taskforce
(CHAT) - a committee composed of elected
officials, housing authorities, non-profit trusts
and housing corporations, private developers,
lenders, and realtors.
We conducted workshop sessions with
builders, realtors, lenders, non-profit
sponsors, and the smaller cities in the county
to determine their opinion on current trends,
products and proposals, and their interest in
participating in countywide housing solutions.
We analyzed demographic, employment,
income, housing market trends, homeless, and
special population needs and projected
conditions over the next 20 year period.
We inventoried innovative housing solutions
within the region, state, and nation to
determine effective prototypes of interest to
Whatcom County housing market prospects.
We developed a detailed action plan to
provide:
• Development code revisions to achieve
minimum density, performance based design,
low impact development, transfer
development rights, accessory dwelling units,
modular housing, and progressive
building/permit fees, utility connection
charges, and impact fees
■ Financial incentives including differential
taxing rates, limited and shared equity
lending, and land trust
• Rehabilitation programs using shared
and/or limited equity mortgages, sweat equity,
and self-help construction
• Competitive RFP packaged development
projects using prefabricated accessory
dwelling units, modular single family and
mixed-use development project prototypes
We vetted the proposals with the public using
a mail-out/phone-back survey of registered
voters to determine priorities and levels of
support for a proposed countywide housing
levy for capital formation.
CHAT is currently using the action plan
proposals to initiate a countywide affordable
housing levy referendum.
14
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Beckwith Consulting Group
Port Townsend/Jefferson County
Housin - Action Plan
We recently developed an aggressive housing
action plan for the Port Townsend Planning
Department and Jefferson County Community
Development Department.
We analyzed demographic, employment,
income, housing market trends, and special
population housing needs.
We interviewed builders, realtors, lenders, and
non-profit sponsors to determine their opinion
on current trends, their products and
proposals, and their interest in participating in
housing solutions.
We inventoried innovative housing solutions
within the region, state, and nation to
determine effective prototypes of interest to
Jefferson County housing market prospects.
We developed an action plan to provide:
• Education and mentoring services about
finance, purchase, and maintenance,
• Development code revisions to achieve
minimum density, performance based design,
low impact development, fee -in -lieu
dedications, impact fees, transfer development
rights, manufactured housing, pre -approved
building plans, and progressive permit fees,
• Affordable housing density incentives,
• Infrastructure priming including interim
community drain fields, progressive
connection fees, and capacity allocations to
affordable housing projects
• Financial incentives including differential
taxing rates, limited and shared equity
lending, cooperative and co -housing
• Rehabilitation programs using shared
and/or limited equity mortgages, sweat equity,
and self-help construction
• Competitive RFP packaged development
projects using targeted sites and prototype
project design and development examples
We vetted the proposals with the public using
a mail-out/phone-back survey of registered
voters to determine priorities and levels of
support for a proposed countywide housing
levy for capital formation.
The participants used the action plan
proposals to form a Housing Action Planning
Network (HAPN) and initiate a countywide
affordable housing levy referendum.
15
Mrs.*,
Beckwith Consulting Group
Com ' rehensive Plan U ' date
We recently completed an update to the GMA
Comprehensive Plan for the Sultan Planning
Department, Planning Commission, and City
Council.
The city's first GMA compliant plan had been
completed and adopted in 1994. Planning
Commission and City Council members
wanted to update the plan accounting for
recent development trends and public
opinions.
We designed a mail-out/mail-back survey of all
resident households within the urban growth
area at the start of the process to determine
issues and priorities. We subsequently
conducted a series of interactive
planning/design charrettes with property
owners, residents, and developers to create
alternative plan elements and urban design
concepts.
We compiled a combination plan and
environmental impact statement illustrating
the opportunities and impacts possible from 3
urban growth area/urban density scenarios on
the environment, economic multipliers and
sustenance, land use, housing, transportation,
community facilities, utilities, parks, and
aesthetics.
Our plan contained a detailed action strategy
based on the priorities identified during the
initial public survey, interactive workshops,
and public hearings.
Housing opportunities were identified to be a
significant issue, particularly the quality,
density, amenity, and location of new urban
housing products including cottage,
townhouse, and mixed-use structures within
the older downtown district and along the
ridgelines adjacent to the proposed new
employment district.
Our updated comprehensive plan modified
current zoning district definitions to allow
innovative, performance -oriented housing
products that complimented the older
developed neighborhoods and increased
choices on the plateau ridgelines.
16
Beckwith Consultin ' Grou •
Gig Harbor, Washington
Comprehensive Plan & Growth
Mana' ement Strafe
We completed environmental, economic, land
use, circulation, fiscal, housing, aesthetic,
recreation, utilities and historic elements for a
comprehensive update of the city's planning
influence area for the Gig Harbor Planning
Department and Planning Commission. We
analyzed and developed a comprehensive
approach to integrating utility and public
services to implement area economic
development strategies.
The Gig Harbor Peninsula had undergone
significant urban development pressure since
the last comprehensive planning effort 10
years before. City officials and residents alike
were concerned about potential development
impacts, particularly upon the environment,
public fiscal capabilities, and local economic
conditions and opportunities.
We undertook this update to determine the
choices available and assist planning officials
in undertaking a coordinated approach to
growth management opportunities within the
city's potential influence areas. Our resulting
plan included a growth management strategy:
• tying public services to annexation
policies;
• a cottage industry/small business
economic element for the older downtown
areas;
• an historic neighborhood revitalization
plan;
• special design and land use overlays of
older business districts and historic areas; and
• an areawide park and trails system.
We printed the documents as a combined
Plan/EIS to facilitate public review, discussion
and implementation. The plan received an
award from the APA and provided the basis for
the eventual development of the Growth
Management Act (GMA).
17
Beckwith Consultin
Group
Arlington, Washingto
Economic Develo ' ment Strate
We recently completed a detailed economic
development strategy for 5 different land use
districts in the City of Arlington for an
Economic Development Task Force involving
members of City Council, Planning
Commission, Economic Development Council,
School Board, and Chamber of Commerce.
City Council wanted to create and implement
detailed economic development strategies for
the historic business district, airport industrial
area, Smokey Point, railroad industrial area,
and 172nd Street corridor. The city wished to
determine which markets, strategies, designs,
and other implementation particulars were
appropriate and would be publicly supported
for each and all 5 districts combined.
We conducted a series of mail-out/mail-back
surveys of all employers, employees,
commercial store customers, and district
property owners. We conducted intercept
surveys on a peak day of the historic
downtown and Smokey Point business districts
to determine who and why customers
frequented the areas. We also conducted a
series of participatory brainstorming
workshops with business and property
owners, and the public to assess conditions,
propose strategies, and define a detailed
action plan strategy for each and all districts.
We developed a series of quick -sketch studies
illustrating how each district could capitalize
on unique economic development issues and
opportunities including stormwater
management, traffic calming, former rail
corridor rights-of-way, historic on -street
parking, and airport recreational markets,
among others. We also identified a series of
detailed action proposals for joint efforts to
provide childcare, adult education and
training, job advertisement and placement,
property and building space listing,
development review procedures, and website.
City Council unanimously adopted the plan
following a series of public hearings. As a
result of the strategies, the city has since
initiated development of a new library -civic
center, funded a recreational trail on railroad
right-of-way, started reconstruction of
Olympic Avenue, and initiated urban design
studies for the 172nd Street corridor.
18
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Beckwith Consultin ' Grou •
Lynden, Washington
Downtown/Kok Road Subarea Plan
We recently completed detailed design
guidelines, illustrative site plans, village
planning elements, and implementation
zoning overlays for the historic downtown
district (HBD) South, proposed adjacent town
square, riverfront hillclimb, and Judson Street
mixed use/residential area for the Lynden
Planning Department.
City Council members wanted to create an
overall strategy for developing 25
underutilized and vacant land parcels located
behind the historic downtown Dutch -style
commercial district that was representative of
and supported by the private property owners.
We conducted a series of participatory
workshops with residents and property owners
of the planning area to achieve consensus on
potential development project uses, designs,
and other particulars.
The planning task force selected a
design/development strategy that
incorporated a neo -traditional village planning
approach to street and pedestrian areas
combined with contemporary Dutch design
concepts for "woonerf" parking/pedestrian
area courtyards and park/open space
configurations.
The plan concept created a hillclimb
pedestrian corridor between the downtown
and Nooksack River to complement the
pedestrian corridor between the downtown
and the proposed new city hall complex.
Mixed-use structures will be developed along
the hillclimb corridor to access carriage, single
family, duplex, and rowhouse Dutch theme
housing units located off pedestrian corridors
along the hillside.
The plan was eventually adopted by Planning
Commission and City Council and is being
implemented on an incremental basis by the
individual property owners.
19
1
Old Cooper School Reuse Options
Ground floor
2ndr3rd floors
Beckwith Consulting Group
We completed a neighborhood development
plan for the Delridge Neighborhood Planning
Committee and the Seattle Neighborhood
Planning Office.
We compiled the ideas into draft neighborhood
plan elements during 3 subsequent public
forums and public workshops. The interim
plan proposals were illustrated in 3 newsletter
mailings and on an interactive community
planning website. The final plan proposals
were documented in a newspaper supplement
and mailed to over 5,000 households in the
community along with a detailed survey to
determine final project priorities and
validations.
The resulting plan was validated by the Seattle
City Council and used to design and fund a
new police precinct station, a mixed-use
housing and public library project, and a
reclamation and art interpretation project for
Longfellow Creek, among others.
The reuse of Cooper School, a historic surplus
elementary school within the north node of the
community became a major plan priority. We
developed conceptual studies and cost
estimates for reusing the facility for
community uses on the ground floor, and
artist live/work lofts in the upper floors
converted classroom spaces. The project was
recently funded for conversion under the
Seattle neighborhoods capital facilities
program.
20
Cherry Street
70 -
a
b c
a
East James Stree
East Barclay Court
v
r
N
Jefferson Street
Beckwith Consultin
Grou
Seattle, Washington
12th Avenue Feasibilit Stud
We conducted a detailed analysis of property
ownership, appraised values, residential and
commercial market trends, existing site and
building conditions, and alternative
development concepts for 5 city -owned
properties located in East Barclay Court across
from Seattle University for the Seattle
Department of Community Development.
Seattle obtained the properties through a land
transfer with Seattle University. The city's
objective was to determine the architectural
and economic feasibility involved in
redeveloping and/or packaging the properties
for mixed-use residential purposes. The city
was also interested in determining the
interests and intentions of adjacent
landowners.
We conducted workshops with adjacent
property owners to determine preferred
options including possible land and/or
building package approaches. Based on
workshop results, we developed and evaluated
a variety of mixed-use residential projects
ranging from single lot duplex proposals on
the interior lots to multiple story apartments
over ground floor retail outlets for the corner
and frontage properties.
Each proposal was evaluated against
comparable and competitive projects in the
marketplace to determine feasibility issues
and constraints.
Based on our analysis, the city subsequently
assisted with joint venture projects on a
number of the properties.
21
Beckwith Consulting Group
We completed a detailed design, physical,
social, and economic analysis of the
possibilities of reusing a surplus school for
the Seattle Housing Authority, Seattle
Department of Community Development, and
the Fairview Community Council.
We analyzed the possibility of reusing all or
portions of the surplus Fairview school facility
and/or site for a multi -use development
incorporating low cost family housing under
the Housing Authority's Scattered Site Housing
program.
We conducted questionnaire samples of
neighborhood resident to gather opinions
about potential issues and concerns with
various reuse options. We conducted an
extensive series of public workshops with
community residents and interest groups
during which the participants were encouraged
to develop project objectives and alternative
utilization concepts using a co -design
participant process.
We evaluated alternatives that included
concepts that reused the whole building,
portions of the original structure, and the site
only for a combination of community and
multiple family and elderly housing units. We
evaluated final alternatives for economic
feasibility and the impact of financing
incentives.
As a result of our analysis, the site was
subsequently acquired by Pacific Northwest
Ballet for a teaching facility, and later by a
private religious institution.
front elevation
Beckwith Consultin ' Grou
Tweedsmuir Close Inc
Co, ter Hill Mixed -Use Develo•ment
We completed a site evaluation, site and
building prototype plan, rezone application,
and expanded environmental checklist for
Tweedsmuir Close (now Copper Hill) - a mixed
use project involving 8.4 acres, 100 residential
units, and 30,000 square feet of office and
retail space for Tweedsmuir Associates in
Duvall, Washington.
The innovative project was the first to be
submitted for review and approval under the
new unified SEPA/GMA design and
development code process we had previously
developed for the city with a GMA
demonstration grant.
The environmental analysis was able to utilize
site and system -level impact assessments that
had previously been evaluated in the city's
environmental impact statements for the
comprehensive plan update, wastewater
treatment plant, and unified development
regulations - considerably reducing processing
time and uncertainties to the developer and
staff alike.
The project was subsequently developed as we
designed it as Copper Hill and the over -the -
store studios, townhouse, and single family
products were sold -out in record time.
23
i
Beckwith Consultin ' Grou
Bernard Development Corporation
Fall Cit Mixed -Use Develo • ment
We completed site planning and urban design
for a 5.2 acre mixed use development project
providing 53 attached single-family units and
22,332 square feet of office and retail building
space with a 41 unit riverfront inn in Fall City
for Bernard Development Company.
The property is located on the edge of the
existing Fall City downtown business district
on an upland terrace defined by the Raging
and Snoqualmie Rivers.
The site provides significant views of Mount Si
and the Cascade Mountains with walking
access to the rivers and downtown shopping
and entertainment attractions. The historic
and popular Colonial Inn restaurant is located
directly adjacent to the property.
Our site plan extends the downtown grid street
network through the property at an angle
paralleling the riverbank. The riverfront inn,
retail shops, and office spaces are located
directly adjacent to the Colonial Inn to anchor
the site to downtown activities.
A major walkway extends through the center
of the site providing pedestrian connections
between retail activities on one end, the
interior attached single-family units, and the
Raging River at the other end.
The walkway system continues around the
outside of the development providing front
door access and presence to the attached
single-family units facing the riverfront.
24
Beckwith Consultin ' Grou •
Lakewood, Washington
Redevelo•ment Plan/E1S
We created a detailed market strategy,
economic analysis, urban design concepts,
comprehensive plan elements, and
implementation program for the
redevelopment of 750 acre, 50 block urban
core areas for new retail, office, entertainment,
housing, and public uses for the Lakewood
Department of Community Development.
We conducted property owner and public
opinion surveys, public design charrettes and
workshops, and created detailed urban design
guidelines for development of 7 strategic
property offerings.
As a newly incorporated city, Lakewood
officials wanted to create strategies for
revitalizing or redeveloping the underutilized
and under -developed properties adjacent to I-
5, McChord Air Force Base, the proposed
Sound Transit rail alignments, along
Bridgeport Way, and around Lakewood Town
Center, Clover Park VoTech College, and
Lakewood Industrial Park.
Our redevelopment plan will revise and
complete a basic street and trails grid
providing access between the suburbanized
city and adjacent interstate highways and
regional arterial roadways. The transportation
element will also construct Sound Transit's
heavy rail commuter train station in the
middle of the project and re -orient local bus
service to access proposed new anchor activity
areas.
Our strategy to redevelop the 7 proposed
public offering sites will create 2,352 urban
density dwelling units, an 84 unit business
hotel, 322,034 square feet of ground floor
retail, and 740,200 square feet of upper floor
office and business space. Our strategy will
also create a new high tech employment park
with 642,600 square feet of manufacturing
space with rail spur service options.
25
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Beckwith Consular?, Grou
Chehalis, Washi •n
Chehalis Renaissance Pro'ect
We completed the branding, marketing,
planning, design, and development elements
for the Chehalis Renaissance Project - the
revitalization of the city and historic
downtown and residential neighborhoods for
the Chehalis Economic Development Steering
Committee.
City Council members wanted to create a
comprehensive economic and urban design
strategy for revitalizing the 41 -block historic
downtown and Courthouse districts.
We conducted extensive stakeholder
interviews, internet surveys, charrettes, open
houses, and a mail-out/phone-back survey of
registered voter households to determine
community issues, proposals, and priorities.
Our resulting action plan identified 29 priority
projects including the creation of a permanent
facilitator/catalyst community development
organization, new website and brand, Main
Street program application, gateway and way -
finding signage, and traffic calming and on -
street parking capacity increase.
Significantly, our action plan also created
nonprofit agencies to acquire and restore the
St Helens Inn - a landmark hotel, and the
Severn's Building - a former auto dealership
for a children's museum as catalytic projects.
Our action plan also packaged and issued RFPs
for design/develop competitions for the
redevelopment of city surface parking lots in
the historic downtown district for mixed use
retail/office/housing over shared public
parking decks.
26
Beckwith Consulting Grou
Vancouver, Washington
Esther Short Redevelo.ment Plan
We completed an urban renewal plan and
implementation program for the 30 block
mixed use Esther Short planning area adjacent
to the downtown for the Vancouver Planning &
Economic Development Department.
We accomplished detailed market
assessments, physical condition surveys, land
use code reviews, economic feasibility studies,
development plans, and financial strategies for
an underutilized trucking transport and
warehouse district, vacant commercial
properties, the empty Lucky Lager brewery
facilities and property holdings, and the
historic Esther Short Park.
We conducted an extensive public
participation program including surveys of
property owners, interviews with interested
developers and financial resources, and
numerous public workshops with city staff
and officials.
Due to the strategies, private developers
constructed a mixed use office and retail
structure at the gateway between the district
and the downtown. The city completed the
proposed trail and park priming improvements
within and between the district and the
waterfront. And, the city recently acquired and
successfully offered the Lucky Lager brewery
property holdings on a competitive RFP
process to private developers who are
developing Vancouvercenter - a mixed use
office, retail, and residential condominium
project.
27
N /i'
Beckwith Consulting Group
eline, gton
Echo Lake Mixed Use Development
Pro 'ect
We recently conducted a design charrette with
Shoreline City Council and staff, YMCA, and
the private property owner and developer on
mixed use development concepts for the south
shore of Echo Lake for a public park and trail,
city hall, police station, YMCA, and private
retail and residential uses.
The city is currently renting space in leased
office buildings for city hall, public works, and
police functions. The city needs to develop a
permanent city hall and police station facility
that will provide the functional building space
we identified in long-range programming
requirements - and realize a civic facility to
represent the city image and stimulate
redevelopment activity. The Echo Lake site was
one of 6 site alternatives we identified and
analyzed as possible city hall options.
We conducted the design charrette for the
Echo Lake site to identify specific planning
and design ideas that could meet each
participant's facility requirements, capitalize
on the site's unique development
opportunities, and create a long-range vision
for this important site in the city including
affordable and special needs housing.
Our charrette identified alternative concepts
for access and parking, building
configurations and use occupants, public
commons and shared site improvements,
parks and trails, urban design, property and
site development agreements, and
implementing regulatory measures.
We also estimated building capacities,
development costs, and other pro forma
particulars necessary for the participants to
resolve purchase and development options, a
master plan agreement, and common parking
and site improvement cost allocations.
The project may soon be under design
including our conducting a design/develop
RFP competition for the city hall/parking
garage/parks element.
28
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Beckwith Consultin ' Grou
Gig Harbor, Washington
Urban Desi • n Visionin
We conducted field inventories, background
assessments, design and development
sketches, and a public participation survey for
an urban design visioning forum for the Gig
Harbor Planning Department, Planning
Commission, and City Council.
The city was in the process of updating their
comprehensive plan and development
regulations to comply with the visioning
standards required by the Growth Management
Act (GMA).
Planning Commission and Council members
wanted to know the public's opinions about
current development conditions, design
standards, and development densities prior to
formulating new codes and ordinances.
We created example plans and sketches to
illustrate housing, streetscape, parking,
building, and other urban design alternatives
compared with existing development
conditions for public policy evaluation.
Existing and possible design alternatives were
displayed during a public forum with 90
property owners, residents, and developers.
The interactive forum provided the
participants surveys with which to evaluate
and prioritize present and proposed urban
design policies.
The city used the results of the visioning
process to update and refine development
code provisions, urban design standards, and
capital facility program priorities.
29
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par kung lot
Typical site plan
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Typical section
Beckwith Consultin
Grou
Duval!, Washington
Uni ie ' Develo ment Re ' ulations
We consolidated critical area, shoreline,
environmental, zoning, subdivision, site
planning, landscape, parking, signage,
annexation, urban design, growth impact fee,
and appeal regulations for the Duvall Planning
Department and Commission.
The project was one of 6 statewide projects
funded in part by the GMA/SEPA
demonstration program of the Washington
State Department of Community, Trade, &
Economic Development (CTED).
We developed the consolidated regulations
during an extensive series of workshop
sessions with a citizen task force composed of
city council, planning commission, property
owner, and developer participants.
We developed a series of quick -sketch building
envelop studies to identify for the code task
force members (and subsequent EIS) the
environmental, building feasibility, and urban
design impact of alternative zoning and
development regulation provisions.
The evaluations also identified the system and
site impacts that could occur within the
prototype sites and districts as a means of
"pre -qualifying" future project impacts and
reducing subsequent environmental review
requirements.
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30
Consul tin ' team
Consulting team availability - the team members listed have worked together
on similar projects and are available to begin and continue work on a full-time
basis beginning in April.
Team Leader
Tom Beckwith FAICP
Community Development
Steve Price
Business/Finance Analyst
Nancy Jordan
Public Surveys
GMA Research Corporation
Team Leader - Tom Beckwith FA1CP
Economic base studies, market and economic feasibility studies, site planning
and physical development concepts, urban design and architectural design
developments, architectural programs and building space plans, financial
lenders packages and life cycle analysis. Also includes comprehensive plans
and redevelopment programs, urban design guidelines and zoning ordinances,
park and recreation plans, non -motorized transportation plans, environmental
impact statements, capital facility programs and fiscal management systems,
developer and investor recruitment, project development, and construction
administration.
Reaistration
• Fellow of the American Institute of Certified Planners (FAICP).
Education
• Graduate School of Design, Continuing Professional Education, Harvard
University
• Masters in Urban Planning, University of Washington
• Bachelor of Science in Sociology with minors in Architecture and
Economics, University of Oregon
27 Awards including
• APA/PAW Award for Lynden Historic Business District Sub -area Plan and
Downtown Streetscape Design Program
• Assn of Washington Cities for Arlington Economic Development Plan
• Vision 2020 Award for Arlington Economic Development Plan
• APA/PAW Honor Award for Arlington Economic Development Plan
• Vision 2020 Award for Snohomish Economic Development Plan
• APA/PAW Honor Award for Snohomish Economic Development Plan
• Vision 2020 Award for the Preston Village Development Plan
• Vision 2020 Award for the Downtown Renton Redevelopment Plan
• Vision 2020 Award for the Pierce County Foothills Trail
• APA/PAW Honor Award for the Whatcom Creek Waterfront Action Plan
• APA/PAW Honor Award for the Island County Non -motorized Trails Plan
• American Greenways DuPont Program Honor for the Foothills Trail
• APA/PAW Merit Award for the Fort Borst Master Plan
• APA/PAW Merit Award for the Bellingham Downtown Redevelopment
Strategy.
• Renew America Certificate Environmental Achievement for Foothills Trail
• APA/PAW Merit Award for the Bellingham Ohio Street Redevelopment
Strategy.
• APA/PAW Honor Award for the Gig Harbor Comprehensive Plan/EIS
• APA Merit Award for the Snohomish County Park and Recreation Plan.
• APA Merit Award for the Marysville Downtown Redevelopment Project.
31
• Seattle -King County Realtors Environmental Award for Columbia City LID
Streetscape.
Housina needs assessments and action strategies
• Sequim Housing Needs Assessment
• Bellingham/Whatcom County Housing Action Plan
■ Port Townsend/Jefferson County Housing Action Plan
• Arlington Economic Development Plan
■ Sultan Comprehensive Plan/EIS Update
■ Blaine Land Use & Environmental Code
■ Gig Harbor Comprehensive Plan/EIS Update
■ Port Orchard Zoning Ordinance
• Duvall Unified Development Regulations
• Bonney Lake Comprehensive Plan/EIS
■ Bothell Comprehensive Plan Update - design elements
■ Duvall Comprehensive Plan Update/EIS
• Gig Harbor Westside Annexation Mitigation and Millvale Neighborhood Plan
• Ridgefield Comprehensive Plan Update
■ Cedar River Corridor Urban Redevelopment Strategy
■ Gig Harbor Comprehensive Plan/Growth Management Strategy
■ Puyallup Downtown and Central Neighborhoods Development Plan
■ Quinault Indian Reservation Industrial/Economic Development Study
■ Greater Cincinnati Off -Airport Land Use Plan
■ Covington Central Business District Plan
■ Silverton Central Business District Redevelopment Plan
■ Bellview Waterfront Redevelopment Plan
■ New Richmond Waterfront Redevelopment Plan
■ New Richmond Comprehensive Plan
■ Covington Mainstrasse Revitalization Plan and Program
■ Covington Old Town Plaza Mall
• Walton Comprehensive Plan Update, Kentucky
• Boone County Comprehensive Plan & Development Regulations, Kentucky
• Clermont County Comprehensive Plan & Development Regulations, Ohio
• Berks County Housing Needs Assessment
• Waynesboro Comprehensive Plan Update & Development Regulations,
Pennsylvania
• Cumberland Housing Needs Assessment
■ Hagerstown/Washington County Housing Element Plan
■ Berks County Housing Element Plan
• Virginia Avenue Revitalization Plan
• Salisbury/Wicomico County Housing Element Plan
■ Cumberland Housing Element Plan
• Hagerstown Comprehensive Plan Update & Development Regulations,
Maryland
• Salisbury/Wicomico County Transportation Element Plan, Maryland
Housin ' develo ment ro "ects
Lynden Hillclimb Mixed Use Development Project (city hall, library, retail,
residential), Lynden
Fall City Mixed Use Development Project (residential, retail, and riverfront
inn), Bernard Development Company, Preston
Tweedsmuir (Copper H1111) Mixed Use Development Project (residential,
office, and retail), Tweedsmuir Associates, Duvall
Historic Lakewood Colonial Shopping Center Redevelopment Project,
Northwest Building Corporation
Downtown Bellevue Properties Master Planning, Kemper Freeman/Bellevue
Square Inc
Roman Meal Company Property Development Study, Tacoma
Fidelty Bond Planned Residential Development Project, Fidelty Savings &
Loan Association, Allentown, Pennsylvania
Hercoform Housing Feasibility Study, Hercoform, Inc, Bethlehem,
Pennsylvania
32
• Lamb Planned Residential Development, Howard Lamb, Inc, Bethlehem,
Pennsylvania
■ Luthern Parish Nonprofit Housing Assistance Plan, Allentown, Pennsylvania
• Meyers Planned Residential Development, Phillip Meyers, Inc, Cincinnati,
Ohio
Communit Develo mens Consultant - Steve Price
Conceive, coordinate, and manage innovative development projects and
programs including project conceptualization, strategic planning, consensus
building, outcomes based management, team building and facilitation, public
speaking, and problem solving. Also includes special expertise with small
business retention programs, tourism and economic recruitment programs,
building and facade revolving loan programs, infrastructure project grant
applications, parking and multi -modal development and operating programs,
low and moderate -income housing programs, homeless and domestic abuse
shelter projects. Extensive experience conducting public participation
programs, joint venture management and development projects, and for-profit
and non-profit competitions.
Education
• Participant - Public Management Series, Daniel J Evans School of Public
Administration, University of Washington
• Master of Arts Program in Environmental Planning (completed course work
only), Huxley College, Western Washington University
■ Bachelor Arts Urban & Regional Planning, Western Washington University
Awards
■ Assn of Washington Cities Award for Arlington Economic Development Plan
• APA/PAW Honor Award for Arlington Economic Development Plan
■ Vision 2020 Award for Arlington Economic Development Plan
Affiliations
• Charter Member, Northwest Association Community Development Managers
• National Main Street Program
■ National Trust for Historic Preservation
• National Association of Housing & Rehabilitation Officials
• Certified Community Economic Development Finance Professional
• National Development Council
Programs and projects - select examples
• Bellingham/Whatcom County Housing Action Plan
• Port Townsend/Jefferson County Housing Action Plan
• Arlington Economic Development Plan
• Tourism Development Strategy - action plan, financing strategy, and
oversight board for tourist economic program
■ Downtown Implementation Strategies - SO item action plan implemented
over 2 years in cooperative ventures between city and private participants
• City Center Economic Initiative - cooperative venture involving Chamber of
Commerce, Small Business Development Center, and Downtown
Renaissance Network
• Mason Building Site Redevelopment - conducted competition for multi-
story, mixed use project on Railroad Avenue
■ Cultural District/Waterfront Development Strategy - included creation of a
public facility district and joint city/county parking facilities
• Capital Facilities Planning Process - prioritization of $155,000,000 in capital
project requirements using a community based participation process and
financing program
■ Downtown Bellingham Development Workshop - participatory program
involving 185 citizens in developing future strategies for the downtown and
waterfront
• Western Washington University Business Service Center - including
business planning, location, financing, and problem solving assistance
33
■ Benchmarks for Progress - an economic monitoring program involving 53
indicator measurements and tasks
■ Downtown Bellingham Parking System - major reorganization and
marketing program of 2 parking structures, 2 off-street lots, and 1,500 on -
street parking spaces
• Section 108 Loan Guarantee Program - including first successful loan
program in Washington State for the remodeling of a former Bon Marche
building for a mixed use project
■ Downtown Building Facade Loan Program - providing low cost, revolving
funds for improvements and repairs within the downtown and historic
Fairhaven district
■ Housing Development Fund - gap financing for loan and moderate -income
housing developments supporting $37,000,000 and 478 housing units
■ Mount Baker Theater - creation of a non-profit organization to program and
maintain activities and management of this historic theater and convention
facility
■ Small Business Loan Program - creation of a revolving loan program to
provide gap financing for small business operations resulting in over 250
new job placements
Community Economic Revitalization Board (CERB) Loans - successful grant
applications and projects for roadway and utility improvements for the
Bakerview Spur Industrial Area, Heath Tecna manufacturing plant, and
Barkley Village commercial development
Business/Finance Consultant - Nanc ordan
Economic and demographic research including economic base, econometric and
statistical analyses, market and economic feasibility studies, capital
improvement programming and budgeting, economic development policy
planning, evaluation of land use and comprehensive plans particularly for their
effect on business and development activity. Also includes management, small
business, and organizational development and transition, finance and real
estate with an emphasis in rural economics and natural resources.
Expertise
Small business management consulting services that provides professional
planning, management, research, staffing and training in business techniques.
Also includes consulting assistance correcting weak cash flow, poor business
practices, zoning and water issues, business startup and expansion, business
and marketing plan development, and financial packaging.
Education
■ Bachelor of Science in Animal Science/Business, Oregon State University
• Washington Agriculture & Forestry Leadership Program, Graduate Class XIV
Notables
■ Program Manager. Woodcraft Network/Economic Development
Association of Skagit County - managed innovative 501c3 membership
organization partnered with Economic Development Association of Skagit
County and funded with Washington State Department of Community,
Trade, & Economic Development (CTED) and USDA Forest Service (USFS).
Developed marketing plans, tools, and opportunities for individual member
businesses, assisting the Network in becoming self-sustaining, and
managing all duties of the organization.
• Assistant Vice President and Commercial Loan Officer. Peoples State Bank
- developed and managed existing markets for commercial businesses in
Bellingham and Whatcom County; reviewed commercial credit inquiries and
applications; prepared credit analyses and presented to loan committee for
approval; maintained credit contacts and follow-up. Represented the bank
in local and regional organizations including being liaison with the US Small
Business Administration (SBA).
34
• Agricultural Loan Officer. Farm Credit Services - managed branch and
territory with loan volume of $64,000,000 and over 500 account
relationships. Certified commercial credit and appraisals in Oregon and
Washington.
Teaching positions
• Small Business Management Courses for Skagit Valley College Business
Resource Center
• Agricultural Finance for Whatcom Community College
Enterprises
• Sound Wise - established and developed professional audio company
providing live audio reinforcement, commercial installation, and film
production for clients in Northern Puget Sound. Also provide office
administration and technical assistance.
Awards
• Assn of Washington Cities Award for Arlington Economic Development Plan
• APA/PAW Honor Award for Arlington Economic Development Plan
• Vision 2020 Award for Arlington Economic Development Plan
• APA/PAW Honor Award for Snohomish Economic Development Plan
• Vision 2020 Award for Snohomish Economic Development Plan
• APA/PAW Honor Award for Snohomish Economic Development Plan
Economic development projects - select examples
• Bellingham/Whatcom County Housing Action Plan
• Port Townsend/Jefferson County Housing Action Plan
• Arlington Economic Development Plan
• Snohomish Economic Development Plan
• Ross Lake Recreational Assessment
• Whatcom County Economic Competitiveness Study
• Whatcom County Comprehensive Economic Development Strategy
• Port of Bellingham Agricultural/Farm Bill Opportunities Study
• Port of Bellingham Rural Business Development Strategy coordinating USDA
rural business development with the Bellingham Technical College,
Agriculture Preservation Committee, Small Business Development Center,
and Washington State University's Cooperative Extension
• Skagit Valley College Business Resource Center BusinessLlNC, Target
Industry Program, and Multi -Agency Business Plan
• Western Washington University's College of Business & Economics Small
Business Development Center Emergency Economic Injury Disaster Loan
Program following 9/11
• Skagit County Overall Economic Development Plan
• Mount Vernon Economic Development Plan
• Market/Feasibility Assessment of La Conner Condominium
• Lynnwood CBD Stakeholder Visioning Process
• Downtown Bellingham Workshop Plan Update
Qdliairthtdi47.sa i 6113vreitaii
GMA is a 200 -person market research firm specializing in the design and
administration of opinion sampling and strategies for public and private
organizations. Since 1981, GMA has conducted detailed market research and
opinion sampling for over S00 clients involving over 10,000,000 interviews with
an annual volume of more than 2,000,000 survey participants - including over
75 survey projects Lor the Beckwith Consulting Group.
Facilities include fully computerized CRT/WATS telephone interviewing
stations, accessible mail facilities, state-of-the-art theatre style focus group
rooms, in-house data processing, and graphics and telecommunications
equipment.
35
Research services
• Market research and analysis
• Advertising research
• Industrial market research
■ Market feasibility research
• Forensic research
■ Packaging research
• Public opinion surveys
• Bilingual market research
■ Worldwide market research
■ Test marketing
■ Image positioning research
• Market segmentation
• Real estate market feasibility
• Customer satisfaction research
Individual services
■ Research consultation
• Questionnaire design
• Analysis
• Sample design
• Research design
• Focus group moderation
• Statistical analysis
• Computer tabulation
• Field services
■ Facility usage
In-house capabilities
GMA has extensive capabilities for administering surveys in Spanish and Asian
languages.
36
BUSINESS OF THE CITY COUNCIL
• YAKIMA, WASHINGTON
AGENDA STATEMENT
Item No. * 1 O
For Meeting of June 2, 2009
ITEM TITLE: A ,resolution authorizing the City Manager to execute a. contract
with Beckwith Consulting Group to complete the,HUD mandated
five year Consolidated Plan for the City of Yakima.
SUBMITTED BY Cook, CED Director
i
CONTACT PERSON/TELEPHONE:
Michael Morales, CED_ Deputy Director
(575-3533) '
SUMMARY EXPLANATION. Every five years, HUD requires the City of Yakima to submit a
Five Year Consolidated plan as a' requirement 'for receiving federal funds. In order to
access the federal CDBG. an'd, HOME funds for the next five years, the city is required to
submit a• five year Consolidated Plan, which 'requires a vast amount of accumulated
information in a specific format required by HUD. '
The five year Consolidated Plan is an integral part of the;duties'and responsibilities of the
Neighborhood Development Services (ONDS) manager.
Due ;to the absence of an ONDS manager, staff requests approval .of a -contract with
Beckwith Consulting Group for the amount of $37,286 to update the cities 'five year.
Consolidated PIan as per HUD requirements
Resolution
Contract -
Ordinance Other (Specify) Set Date
Mail to (name and address).
Funding Source ( CDBG Funds
APPROVED FOR SUBMITTAL: CA1--.-% AJn City Manager
,STAFF RECOMMENDATION Approve request. =,
BOARD/COMMISSION RECOMMENDATION: Committee recommended that this proposal
' be forwarded toythe full Council for approval.
COUNCIL ACTION.