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06/02/2009 10 Five-Year Consolidated Plan Update Contract with Beckwith Consulting Group
• BUSINESS OF THE CITY COUNCIL YAKIMA, WASHINGTON AGENDA STATEMENT • Item No. 41 ) 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 BYUt'Cook, CED Director 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 and 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 Plan as per HUD requirements. Resolution Ordinance Other (Specify) Set Date Contract Mail to (name and'address): Funding Source CDBG Funds ' APPROVED FOR SUBMITTAL: �.1 1 4City Manager STAFF RECOMMENDATION: Approve request. BOARD /COMMISSION 'RECOMMENDATION: Committee recommended that this proposal be forwarded to.the full Council for approval. COUNCIL ACTION: 4110 RESOLUTION NO. R 2009 - 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 with Beckwith Consulting Group for the amount of $37,286 to update the cities five year Consolidated Plan. ADOPTED BY THE CITY COUNCIL this 2rd day of June, 2009. David Edler, Mayor ATTEST: City Clerk 411/ ® 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 Plan 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 earliier 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 Page 1 of 7 Professional Services Agreement City of Yakima and Beckwith Consulting Group compensated in accordance with the above terms for all satisfactory services provided to 0 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 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, 0 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 0 orientation, and any other classification protected under federal, state, or local law. This Page2of7 Professional Services Agreement City of Yakima and Beckwith Consulting Group 41) 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 govemment 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 governmental 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 attomey'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 attorney'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 Consultants 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. Page 3 of 7 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 -VII 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 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. 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. Page4of 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. Severabilitv. 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: Richard A. Zais, Jr. City Manager (or) Dave Zabell Assistant City Manager City of Yakima 129 North Second Street Yakima, WA 98901 TO CONSULTANT: 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. Page 5 of 7 Professional Services Agreement City of Yakima and Beckwith Consulting Group 22. Drafting of Agreement. Both the City and the Consultant have participated in the ill 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 BECKWITH CONSULTING GROUP 110 By: By: R. A. Zais, Jr., City Manager Tom Beckwith, Principal Beckwith Consulting Group Date: Date: ATTEST: City Clerk City Contract No. Date: City Resolution No. • Page 6 of 7 Professional Services Agreement City of Yakima and Beckwith Consulting Group 411 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 • a Page7of7 Professional Services Agreement City of Yakima and Beckwith Consulting Group tx. ' ' ?d i ( ( r ?, 1 ''; . •'a� i: , ` !k �n - _ '' ,. �! .. _ . r I , s : rt f n i,v. 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T �,,,�'�, , �� x 0 • • 4 2 x BECKWITH III i- , the Beckwith Consulting Group � 1- .. µ Planning /Design /Development Services �� PO Bo\ 704, LaConner, Washington 98257 i : z ., 1 e-mail : beckwith@beckwithconsult.com _ r' '=, website: www.beckwithconsult.com == "� phone: 360 -466- 3536 24 April 2009 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 budaet - 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 proiects 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. - I III • o- : . ith FA1CP, Principal i • Approach with tasks, schedule, and budget Qualifications and example work • Consulting team Pro>osed s> %`roach to CP7AAP Iniate o 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. U date `"tiding &' lli ket eilysisj'HOTAW.4,& lorrleless Needs .t 43sessmen f.i � i, - 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 • pokylation change - 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, • income - including median household, family, and per capita income, and distribution of family and non - family income levels, a 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, • housin jcharacteristics - including sales and rental values, age, condition, size, plumbing, type, vacancy or unoccupied rates for part -time, seasonal, • and permanent housing, • public housing programs - 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 supply • 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, • population - 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 /employment ratios - including trends in work force participation compared with the projected aging population profile in Yakima, • base industry employment - including trends in agriculture, forestry, fisheries, mining, construction, and manufacturing industrial sectors, • service industry employment - 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, • tr rase /service /pop_ulat on 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 • emplovee 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 projections /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 4 12 09 RYakrma C rISOlt �i tan & An�ivat ior�Pt n t �;4P 1pdate , 41 ��- " � 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 prof labor mtls & total Initiate plan 1 1 2 4 6 8 0 2 4 6 8 0 2 hrs cost expenses cost 1 Conduct retreat w /CP /AAP Advisory Group [X X X 0 I 12 51,140 SO 51,140 1 Update Housing & Mkt Analysis /Homeless Needs Assmnt 2 Update Housing & Mkt Analysis /Homeless Needs A X X X 64 56,080 50 56,080 3 Review conditions w/CP/AAP Advisory Group X X X 0 12 51,140 SO $1,140 4 Review findings /conditions w /public X X X 0 8 5760 $150 $910 Develop Strategic Plan 5 Conduct Strategic Plan workshops /goals and strate X X X 0 . 88 58,360 5250 58,610 • 6 Review strategies w /CP /AAP Advisory Group X X X 0 12 51,140 $150 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 • $1,140 51 50 51,290 • Create Annual Action Plan 10 Create Annual Action Plan certifications X X X 24 52,280 SO 52,280 1 1 Select Annual Action Plan w /CP /AAP Advisory Grou X X X 0 • 12 51,140 $50 51,190 Document plan /present for adoption 12 Edit /publish Consolidated /Annual Plan documents X X X ;,;,;,,;,,;;;,;.;. ;.;.;. o;��.�;.;.;,;. ;, :,; 20 51,900 50 51,900 •13 Conduct hearings w /Plan Comm /City Council X 0 8 5760 5250 51,010 Subtotal 308 529,260 $6,250 535,510 Contingency 5% 51,776 Project budget 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 555 /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. • 410 • 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. • number 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. • speciaihousingyequirernents - 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 Grouv 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 vublic 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. DeYe'li nStore aleran MWS tom' r . r m p c aftit 5: Conduct consolidated /annual action elan workshovs 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 • 411) 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 programs - 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 forni partnerships using competitive ,nixed 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 programrs,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 Conrmrunity development plan - proposed programs, projects, and priorities to: • Improve neighborhood infrastructure, services, and facilities - including recertification of the Neighborhood Revitalization Strategy Area. 5 • • Barriers to affordable 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. • Anti voverty 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- including coordination and continuation of: • Action . plan work program - 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 strateaies 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. M ermi»eRubliaaria. a eititi afie itie5W . to M ,,. 7: Review Strateaic 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. 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 1©cument arldr 7 ead t tbR ar►nin ComiiiiWon pndtCi l eoranul 12: Edit /publish CP /AAP documents Based on the results of task 11, we will compile and edit: • website and PowerpoinLpresentations - 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, • CP1AAP documents - 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. 411 8 Beckwj €o W§ t,n "G row ' , " 4 PO Box 704, LaConner, Washington 98257 phone: 360- 466 -3536 e -mail: Beckwith @beckwithconsult.com 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 • Market capture analysis • Competition inventories • Marketing strategies • Sales available projections • •Promotional strategies /materials • Trade area /absorption projections Economic feasibility studies • • Highest /best use determinations strategies • Building envelop studies ▪ Life cycle evaluations • • Development cost estimates ▪ Pro -forma cash flow IRR, ROE Economic development planning • Population /demographic trends • Industrial site search • Employment /income projections • Target market identifications • Economic activity assessments • Industrial assistance • Capital market activity analysis • Marketing and promotion Comprehensive planning • Land use inventories • Land use plans • Infrastructure assessments • Growth management strategies • Transportation demand /needs • , Community facility requirements • Physical land requirements • Capital programming • Revenue trends analysis • Public /private financing strategies • CFP programs /budgets • Grant applications • LID definitions and adoptions • Fiscal element impact statements Project and master planning • Commercial district revitalization • Waterfront programs • Industrial district revitalization • Urban renewal /redevelopment • Industrial park developments • Park development projects • Neighborhood rehabilitation • Surplus facility reuse Development regulations • Zoning ordinances • Pedestrian ordinances /bylaws • Subdivision regulations • Parking district and bylaws • Preservation districts • Restrictive covenants • Historical preservation districts • Common property associations We have attained one of the highest implementation rates in the industry for our innovative plans and implementation strategies. 9 . i Beckwith Consulting Group 'i 1 Housing eleliiITI la i an WW I A�4 '? '1" — 11 ; 5, -fir . - 3t. «w.f-',t iv � � r . °, Our GMA comprehensive housing plan II'z `ry.i Y ti . _ i elements have involved public opinion surveys, demographic analyses, land capacity ,t r ax a , estimates, employment and income '� v_ i projections, housing market trend surveys, n- - demand /need estimates, affordable housing R 4- v a l v strategies, and implementation programs. ar „,, e ;. We have developed housing action plans for y3 �t I cities, counties, non- profit sponsor agencies, -i ,fr and private developers and builders. Following is a representative but partial listing. , � Port Townsend /Jefferson County Housing r� Action Plan for the Port Townsend Planning r ` De Department and the Jefferson Count .�" 4:,,,,,/,,,,y, � is �, P County I Community Development Department ' • Arlington Economic Development Plan for the Arlington Community Development � S ri 7 Department ,-s,. - ,r4,; r ' I hi I � • Sultan Comprehensive Plan Housing ',, ' t 4 : e 0 ;a a Element & EIS Update for the Sultan Planning `;;�i' ' Department , �. y i� fA g i ' • Gig Harbor Comprehensive Plan Housing • WO Element Plan /EIS & Update for the Gig Harbor , 1 iw�'' � ,: Planning Department I i P , ri k. ` , Snohomish Economic Development Plan 1�� f d �f t for the Snohomish City Manager °� ° ° ` $." Delridge Neighborhood Plan & Housing of r r Element for the Delridge Community Council . '5 )' J , j and Seattle Department of Neighborhoods g; . Bonney Lake Comprehensive Plan Housing z-: ; - , _-- , •� Element & EIS for the Bonney Lake Planning 'If >,r" ;�. - � 1 ,` Department r - ; • Duvall Comprehensive Plan Housing Element Update & EIS for the Duvall 1 Development Review Committee i l Gig Harbor Westside Annexation Mitigation - -�� � and Millvale Neighborhood Plan for the Gig ^ ; Harbor City Administrator ' {� i /, 1 • Ridgefield Comprehensive Plan Housing ' — 4 '' ''' i } 7 .:',1',,-$..-‘ •,' ri g Element for the Ridgefield Planning .., j ti , .- ,r , Commission and Clark County Community Development Department it . iw ` • Gig Harbor Comprehensive Plan /Growth n l / F . Management Strategy for the Gig Harbor ',IPA_ f � I Planning Department / I • Puyallup Downtown and Central - ° "` Neighborhoods Development Plan for t he r.- -- , Puyallup Community Development Department • • Berks County Housing Needs Assessment for the Berks County, Pennsylvania, Planning Department 10 • — Beckwith Consultin , Grou , t K E � 9 $k se $ vR b t CkK sy�� � y � cP R M ,.,flt °Land .use re a uldtk nsa >��r_ g f _; Allt.nll lit CanprtA ve PI An M.J /t] au luul.uul 0/4-; r re< 41, °P v, ei•• iTei Our GMA comprehensive plans and �R g .,- 1+ l ' i implementation programs have created, t.1 �1' I revised or updated zoning, land use, s ) f development standards, shoreline t'i . ( management, subdivision, critical areas, site `Z i and design review, and SEPA procedures. z „# 61 We have accomplished land use regulation INN_ , h revisions or updates for downtown and R ,i% waterfront districts, neighborhoods, cities, 1 r � � counties, and project- specific planned actions. 4 / Following is a representative listing. _ • Des Moines Land Use Code Update for the .9 sue Ow i , ( Des Moines City Council, City Manager, & r y. f - •l M a Planning Department � ° °� Blaine Land Use & Environmental Code .me.... . � M,a \‘, \\ \ `�• ;�\ \: 6_,: :k Update for the Blaine City Manager and Planning Department 1 • Port Orchard Zoning Ordinance Update for the Port Orchard Planning Department, � -- -- -- Planning Commission & City Council M M�'z � Duvall Unified Development Regulations 1110 J �ti� for the Duvall Development Review Committee gi_ © : , and Washington State Community, Trade & �° ` , Economic Development Department GMA /SEPA 1 `„ '. `b- i � Demonstration Grant Program `_ • Bonney Lake Comprehensive Plan Housing ___ Element & Zoning Regulations for the Bonney -_ .- g� l - s 1 Lake Planning Department ��8 ° ° 4,,, " C.A. ,, �� E ti, . Plan• Project & Program including r° •' \ � ; ; -\ . Facade Design Guidelines for the Windjammer c ^0 , , E �° f'i� Committee & Oak Harbor Development - ` ° tip �' Services Department fl° . 0 . ' , It • Greater Cincinnati Off - Airport Land Use ____ - - - - - - - -- Plan, Zoning Regulations, ST Building Codes for I ° the Boone County, Kentucky, Planning Commission 1 • New Richmond Comprehensive Plan & j s .- Development Regulations for the New 41041, Richmond Planning Commission & Clermont Y , � r County Community Development Department • �` � �. Walton Comprehensive Plan Update & ,`'-•' - Development Regulations for the Walton t Y r v Planning Commission and Boone County la 1 1 Planning Commission, Kentucky • Boone County Comprehensive Plan & = r — Development Regulations for the Boone .�LJ;•tsit� `'-°l County Planning Commission, Kentucky ,,.iii 1=x41 -1 ���+ • Clermont County Comprehensive Plan & lea**. Development Regulations for the Clermont County Council of Governments & Clermont County Community Development Department, Ohio 11 _ -- ___.---- - ____ Beckwith Consultin • Grou • HOpS1GI?; deU0076 1`1t gY,O'2Cf5 �r. ';w', ( Our housing development projects have i, " "'= I assessed market feasibilities and e ` opportunities, site conditions and constraints, o r' allowable development regulations, SEPA t Z --... sL, N s environmental impact statements and 4 't E w- -s3 I checklists, public approvals, and financial .i _f implementation strategies for publicly ^'} , r� ,£ , 1, 9 # sponsored projects. ,) I ,1 [ We have developed plans and designs for Ci" ( � . 1 I 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 , m i retrofitting of surplus schools, breweries, - Div rift, � warehouses, and upper floor buildings. ; ¢ € . �� Following is a representative but partial ' ` I -� listing. 11 04 I s ); .i • Lynden Hillclimb Mixed Use Development ., -" A ri Project (housing, office, and retai) for the S : " ''i z Lynden Planning Department & 38 "'' J& 5 E participating property owners ' Delridge Neighborhood Plan (surplus 1110 ms school residential and artists loft retrofit plan) (,,;, ,,,� 4,79-', ,;; ,. for the Delridge Neighborhood Council & _--- Seattle Department of Neighborhoods Y ° I • Fairview Elementary School Reuse Project 1 " - (senior and assisted housing) for the Seattle r � ,. ,; ; F , I Housing Authority, School District, & iT s 3 l.� € I Community Development Department a f • 12th Avenue Feasibility Study of redeveloping 8 vacant properties for mixed ..,: I use projects (housing and retail) for the Seattle ;6-- Community Development Department " "` • Fall City Mixed Use Development Project K E , ;�� (residential, retail, and riverfront inn) for _ Bernard Development Company, Preston Old Cooper School Reuse Options • Copper Hill (Tweedsmuir) Mixed Use o,o r3,11 Doors Development Project (residential, office, and " '� ;' ?ft Ai=L retail) for Tweedsmuir Associates, Duvall Downtown Bellevue Properties Master a Y moo. ,,, f. Planning (condominiums, hotels, office i kli 'i-,:'` 0, ai ry, buildings, and retail) for Kemper I VO .141.4 1 Freeman /Bellevue Square Inc IV §` Hercoform Housing Feasibility Study for A , t 7 '� Hercoform, Inc, Bethlehem, Pennsylvania T t,71 r P `A • Luthern Parish Nonprofit Housing f s t ` ; Assistance Plan for the Luthern Parish in ` :z .,,. ti!, h Allentown, Pennsylvania �w F E g �� i 1 110 12 • 1 Annual increase in median home prices Beckwith Consulting Group 15 - lafifitieitaktalVON S A S ss ' n &h 15.0% ;_.._ ._...... - - 2° We are currently completing a housing needs 1" ' assessment for the Sequim Housing °, :.... 5Jx Subcommittee - a committee composed of i ° \ ___ _. elected officials, housing authorities, non - 5°x $./ . a profit trusts and housing corporations, private developers, lenders, and realtors. 00, . . ...... ...... '.._........... J We analyzed and projected demographic, employment, income, housing market trends, � o 0 0 0 0 0 homeless, and special population needs, CHAS housing problems by type household, — — — — - — — - economic sustenance requirements, housing Average building permit val in Sequim - development cost variables and cost offset , 5300000 - -`--- ..._.....___....---._ .- --`- --' - -- - -.. —.. conditions over the next 20 year period. 5250.000 i'-------------------`---- N I We conducted workshop sessions with 5200 000 builders, realtors, and lenders to determine 5,5 °�° L..„ -. -- — .__.__ �_ {" their opinion on current trends, products and "_ _ proposals, and their interest in participating in • -' " citywide housing solutions. ,50 000 . We identified strategies the city could evaluate ° . when developing a detailed action plan to 4111 o o o . . o . . ._. _.. s .. provide: Financial al incentives including differential taxing rates, limited and shared equity Sequim % households with any housing problems lending, and land trusts Development code revisions to achieve GC i minimum density, performance based design, R= ` low impact development, transfer 16 A :.1 __ I development rights, accessory dwelling units, „ 3 modular housing, and progressive ,0 q building/permit fees, utility connection - i -. • o buildin y charges, and impact fees ■ Competitive RFP packaged development ... projects using prefabricated accessory ' ,. fr ,�• ? / `' o ; o- 0," • , ,d > ,/ dwelling units, modular single family and , � ' , s ` ` s` 7 / e / mixed -use development project prototypes � / d f • Inclusionary zoning (IZ) including direct and indirect incentives with which to offset builders costs for the purpose of creating Sustenance factors - total services affordable housing units in mixed income 0 000 Y — 1 projects and developments 0.3000 r o zsoo [ f� I l ' 02000 The Subcommittee and Council are currently . i k ' POI C' - 0 gf 0 1500 ' I = .` ° I, usin g the results of the housing needs 0,000 0 ?011111,) f'�1 h„ M 0 Irate s C . � N ;` assessment with which to initiate detailed 0.0000 ° - .. ` - action plan strategies in regards to the above proposals. d E E U 3 = 3 • 13 • ._ - . _ _ . . Beckwith Consulting Group tin �: are a� � � .Aire, +�¢�FSZ, '.u`ri��r"s`F, .r i harn/Wharc lWat my Affordable housing variables j rA - - � r � �` jia— We recently completed an aggressive housing action plan for the Bellingham and Whatcom County Countywide Housing Action Taskforce Direct (CHAT) - a committee composed of elected Mater ials Cosrs officials, housing authorities, non - profit trusts V and housing corporations, private developers, lenders, and realtors. f/11O° 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, E ploym at products and proposals, and their interest in participating in countywide housing solutions. A Childcare In direct ( Utilities ! We analyzed demographic, employment, Health Sv Cosrs \ `J , income, housing market trends, homeless, and special population needs and projected conditions over the next 20 year period. rr ., tion 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 r I provide: 1 ! r x } i r. j Development code revisions to achieve t y min ■ _ p minimum density, performance based design, �!; `!; �a;;'e, low impact development, transfer ' °t , ' L j Ism � �4 ; _;i development rights, accessory dwelling units, 1., -. r-! -- y...• _ modular housing, and progressive 1 � � building /permit fees, utility connection Y E xt5 1 charges, and impact fees • Financial incentives including differential ,`' taxing rates, limited and shared equity r -- -- lending, and land trust .;, • Rehabilitation programs using shared " "` r , !!, -,! • a I and /or limited equity mortgages, sweat equity, _ and self-help construction ' ! ▪ Competitive RFP packaged development projects using prefabricated accessory i L dwelling units, modular single family and ` _ "! m ixed -use development project rotor P P j prototypes , e .797,,._ We vetted the proposals with the public using a mail- out /phone -back survey of registered :4% " #' 1 voters to determine priorities and levels of ra 4 ,. � � i support for a proposed countywide housing levy for capital formation. CHAT is currently using the action plan proposals to initiate a countywide affordable III housing levy referendum. 14 0 ,. - - __ -- Beckwith Consultin" Grou, { 1 r Port; Townsekele f fe`rson eatini � : 1 IHousin % Act onPlan:�� We recently developed an aggressive housing 'r'i 1:: :, action plan for the Port Townsend Planning (� 4, ` Department and Jefferson County Community Development Department. irli C t q; w \ 1 I We analyzed demographic, employment, ,.%. I income, housing market trends, and special I . � ∎. > ` �\ i 1 i population housing needs. �' � - 1 I We interviewed builders, realtors, lenders, and 1x yg ' ! non-profit sponsors to determine their opinion %' on current trends, their products and ♦ t' t i •'l I I proposals, and their interest in participating in 1 , i � � �. I housing solutions. r` _,► i ce\ •� "7: �` We inventoried innovative housing solutions 4 1 < . 4* v \ ; I I within the region, state, and nation to � 5 „� `, 's .N `i determine effective prototypes of interest to i , �• � �, m x , \ Jefferson County housing market prospects. i__� ( ;;; ;. We developed an action plan to provide: I I Rural v10ageproject : (5%0,391! ;uo rc '''' ec<I,pe vnil -�u�r� • Education and mentoring services about l Gt unill- ; 5 L w rt l ing finance, purchase, and maintenance, __ • Development code revisions to achieve minimum density, performance based design, ' ,,,,-.-1,-,- ,...., 1 low impact development, fee -in -lieu M ' - -- , dedications, impact fees, transfer development '.1 ` - GU rights, manufactured housing, pre-approved , -°l••A- .. - _ / building plans, and progressive permit fees, J , • Affordable housing density incentives, 1 I r • Infrastructure priming including interim community drain fields, progressive connection fees, and capacity allocations to , + , -.: -- k: . ,, . j l affordable housing projects Financial incentives includin • 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 t 111 4 • Competitive RFP packaged development r 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 i - , „ support fora proposed countywide housing levy for capital formation. - The participants used the action plan 0 ._ 1 proposals to form a Housing Action Planning Network (HAPN) and initiate a countywide affordable housing levy referendum. 15 0 :j _ . r., = I,, M- _, Beckwith Consultin Grou i, _ 111111 ■emu II ' Curia ehen a Pfau ti.4* rI ,N k 1,ti . ,, l ,�,1,. i r - We recently completed an update to the GMA Ad :I. ' ` � Comprehensive Plan for the Sultan Planning ';':l ,L-- i� I Department, Planning Commission, and City 4 1145t011 $ Council. { / " = 1;1IIVtA! lu „riI��E'�r�il�ill�l' L ” ,, _ 1 I The city's first GMA compliant plan had been _` „aiip >- ; I completed and adopted in 1994. Planning \. = ( Commission and City Council members t wanted to update the plan accounting for ,, ' t ', ° ` � `, r_ a ; recent development trends and public �L �tA '4 _� _ – L 1 __i opinions.- We designed a mail- out /mail -back survey of all ' -- . ,. % resident households within the urban growth ” " V area at the start of the rocess to determine , p + issues and priorities. We subsequently �i ' D- ti 4 conducted a series of interactive t� ' � , r, planning /design charrettes with property :4,41, , \ \„ owners, residents, and developers to create alternative plan elements and urban design i i concepts. Plf ,I - '1r` ; We compiled a combination plan and • - . --W.- • environmental impact statement illustrating j the opportunities and impacts possible from 3 s _ r _ -- -= urban growth area /urban density scenarios on - i` ffi ? : * the environment, economic multipliers and - �rr4 —$ 1 '� ...�,��L sustenance, land use housing, transportation, f. 1 =11I i j community facilities, utilities, parks, and ,,,,,k ,,nte.„ aesthetics. - -___ —_ _________ -__ Our plan contained a detailed action strategy - __ _- - - (- based on the priorities identified during the I initial public survey, interactive workshops, al and public hearings. �ll, `�• `` Housing opportunities were identified to be a Asti I significant issue, particularly,the quality, Il 711 sim ell j density, amenity, and location of new urban Ow 1t a housing products including cottage, townhouse, and mixed -use structures within 1- ,,,,,--3- ---r the older downtown district and along the 111 am ridgelines adjacent to the proposed new employment district. i f Our updated comprehensive plan modified 1 I current zoning district definitions to allow innovative, performance- oriented housing – products that complimented the older i'llk -' _ developed neighborhoods and increased choices on the plateau ridgelines. =_„ I • 16 • I Beckwith Consultin • Grou �, 1 � ! -Grg` tli rb6 Wa o tan `'� ` . : CmPee & Growth ; ', = Mau a r ie n t25ty te% 4 ei � 4 ,,� I; \_' M = 1 I We completed environmental, economic, land ` `� ( � ■ use, circulation, fiscal, housing, aesthetic, a , I \ i IN q recreation, utilities and historic elements for a � � ' „ - comprehensive update of the city s planning I -� © _ influence area for the Gig Harbor Planning . \; \ \ i x Department and Planning Commission. We ! \ j = analyzed and developed a comprehensive -; f I c:' approach to integrating utility and public _- + ' _ services to implement area economic � . development strategies. t i+I : s, S, ' The Gig Harbor Peninsula had undergone 1 %:q \ -, significant urban development pressure since n ir” �< < the last comprehensive planning effort 10 ''. 1' _ i' years before. City officials and residents alike %% :,, i x ,11,1 ,_ I were concerned about potential development i `c1,„ "° A, impacts, particularly upon the environment, iiio _ - a, public fiscal capabilities, and local economic J conditions and opportunities. ^w. >~ % We undertook this update to determine the 0 choices available and assist planning officials . •' in undertaking a coordinated approach to 1 rif,•* r growth management opportunities within the r , � 'i,.l^ \ city's potential influence areas. Our resulting _x.. -° lan included a growth management strategy: .� _ `' plan g g gY • tying public services to annexation 7-..- ., i policies; • a cottage industry /small business economic element for the older downtown i ,, °` areas; •i an historic neighborhood revitalization p j ,.c ■ plan; g �.,; ff , �", ! • special design and land use overlays of " V, older business districts and historic areas; and w � 4 `' x ' " ` s �, � v • an areawide park and trails system. ate` �,. {, , c We printed the documents as a combined � Plan /EIS to facilitate public review, discussion bt AI „,,� P '' ��,, and implementation. The plan received an �.� ,, ' n , i., award from the APA and provided the basis for ,� the eventual development of the Growth `', ~ , .:c: ' Management Act (GMA). tea` ' ' / / } . I 4 — -,- 1 : ,..,,. .., , ,, fi r °. r � ;i: °" ""_ 'f�' '`f •ph 0 'F1 ` ° 1-1 II). s w� _ _ . - l!r - 0,d„ !°^du. _ 1 - - -7 17 Beckwith Consultin Grou 0 r ` � - � w , - �, � :�'x a s� - a .� s..�r.� s^r� = V � , .pi vn Washington I , - -.1-01. Econonmi!c Develo • nlent Strafe' j : We recently completed a detailed economic `i —• 'i tt + `= development strategy for 5 different land use , , o. l' " D , , •. districts in the City of Arlington for an 's � ' P` `j 4 -1 - Economic Development Task Force involving -sr. Ti � ; ' iii _�. members of City Council, Planning •. b t - , �g- -- Commission, Economic Development Council, ' 'bra '{ r . , ,, '� ' S chool Board, and Chamber of Commerce. . �" tea -_ w City Council wanted to create and implement detailed economic development strategies for 1 the historic business district, airport industrial area, Smokey Point, railroad industrial area, 4- t L _1 and 172nd Street corridor. The city wished to x lfi , ,1 5 , � determine which markets, strategies, designs, s1 pq WW � �• ° and other implementation particulars were 4 3 �, # �;� � ,, , r ^, w ,0,,;„ 9 a„„ appropriate and would be publicly supported r _ tti + Its � p for each and all 5 districts combined. , . g We conducted a series of mail-out/mail-back c itgat ,? C ; j .."*".1 "" k l surveys of all employers, employees, ' ) , '' commercial store customers, and district �. i¢ ( " � { y1 S a p § P� h,,,�„ b i 1 #f i property owners. We conducted intercept , @� e ' ?K , ; • s urveys on a peak day of the h 411, £" I e 1 '1 Ft.-141, 0 l downtown and Smokey Point business districts ? i ,At A � I . 4 to determine who and why customers �, , � ;a ;- frequented the areas. We also conducted a i 9 - k=w n , ,, ,,,,, series of participatory brainstorming 41 j' k a x ., A` workshops with business and property 1 4 l` 4b owners, and the public to assess conditions, }.� ;7 i Li' A"., propose strategies, and define a detailed action plan strategy for each and all districts. ,.,�y i g' l a _ We developed a series of quick- sketch studies r f , I ,0 , ''f' illustrating illustrating how each district could capitalize i ,.. , N � 0 `, 1 on unique economic development issues and ti 3 ` opportunities including stormwater :* ,.4 4F ! � k - management, traffic calming, former rail .& r 1 E It1 2 < ;� corridor rights -of -way, historic on- street ir = _ � 1 F p arkin g, and air recreational markets f !j '� M Fk$' r I �g among others. We also identified a series of 1 J • detailed action proposals for joint efforts to provide childcare, adult education and 117 S ' „ '2 :, I ;S - training, job advertisement and placement, .g _ -_ property and building space listing, 'l__ aiiit gi , i ' development review procedures, and website. tota„ r r ,, t , � : k +f City Council unanimously adopted the plan s f n , — ` �jrt following a series of public hearings. As a klit _� 1 � result of the strategies, the city has since t i, ,, #1 » initiated development of a new library -civic l �, y- li center, funded a recreational trail on railroad �� - 4 -' * right-of-way, started reconstruction of , � - ::: ,, Lt'” -- ;. �M Olympic Avenue, and initiated urban design A ; � a '- .7 ' studies for the 172nd Street corridor. 18 4110 - . Beckwith Consultin ' Grou - © own a own/KokI RgadkRibareciOan i We recently completed detailed design .----- _1 5 guidelines, illustrative site plans, village 1 1- 17 - ' planning elements, and implementation zoning overlays for the historic downtown L 4 r j district (HBD) South, proposed adjacent town ma ., A i square, riverfront hillclimb, and Judson Street mixed use /residential area for the Lynden f� a ' �- i Planning Department. fv--71, ,,, „,- r g . ,,,-- n r en..�� °G• . City Council members wanted to create an . ,A„,,ak.A 3 .;,, P n , r 1 ' �t ®, sd ,x '� a 6 o 'I I overall str for developing 25 � '! 4 i" underutilized and vacant land parcels located nom' "' I �" it , ° .4,4 ! w , 1 behind the historic downtown Dutch -style commercial district that was representative of f- ` ' ' °° `` ` ti E < <t ' i'{ . .. supported by the private property , � l� and su PP Y P P P Y owners. - a Gam I t - F1 Y .4 �� We conducted a series of participatory ;; • . : , ,� p I ' �( ; workshops with residents and property owners - 't , ,; ; :', of the pl area to achieve consensus on - , ; potential development project uses, designs, a �� , _ . and other particulars. '-. a:` The planning task force selected a design /development strategy that I incorporated a neo- traditional village planning : 1 approach to street and pedestrian areas 44 i is -- • j combined with contemporary Dutch design i ',; , - w , a ; � 4 0 1 . concepts for "woonerf" parking /pedestrian � � "4 — :1[ . t area courtyards and park /open space n,< - � C �_: [ 13 ¢ B *1'M j configurations. ------ --:-- -- -_ — : — t-- - ---- -- - - , - - - - - -2-- - -- \, I The plan concept created a hillclimb -4__ \ i pedestrian corridor between the downtown - j 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 I J ' _ i � -1., z " I ° the hillclimb corridor to access carriage, single • % 3 v ° °k, p 6 t , family, duplex, and rowhouse Dutch theme t ` { ;' t 4 41 = Ei+ I . I "! " housing units located off pedestrian corridors i � �: 4 A r - -- - �rRW,E;V. .A. along the hillside. Illegilltilillmwew The plan was eventually adopted by Planning ; a am. , ° � Commission and City Council and is being it ' , , � F implemented on an incremental basis by the ! i � na I 5 individual property owners. t a Vr.✓ • 1 , t r 1 A l irr h. mrlll "S■"4 ■ • 19 — k h 0 Bec wit Consu tm Grou I ' Sea -i $ 24 : - o ...... - . - -�� at ' 1 D r e� J 181 h , .. _ �-� We completed a neighborhood development u ® ' ' 0 " e l plan for the Delridge Neighborhood Planning ,; 6 , j 0 _ .r P g g g 1 4' If- Z� Committee and the Seattle Neighborhood J ° ry 3 :7 Planning Office. ■ 41 t o ';' �. ( i� We compiled the ideas into draft neighborhood • :. 1 C 1! f . plan elements during 3 subsequent public col. , • 3 - ' I forums and public workshops. The interim rri {y �,�„ c ° E ; plan proposals were illustrated in 3 newsletter :r � '� a j e :; , e , k a : mailings and on an interactive co mmunity l a - — planning website. The final plan proposals i ° �� , t'�s `F � were documented in a newspaper supplement a ,- r as ,' .I-1 1 : 0!; . M1:a;o� # and mailed to over 5,000 households in the ;a, f so ; community along with a detailed survey to p s1- t aY [ - is . 43 -- i determine final project priorities and 'l � � 1 \ tr • 8 . s � ',.. validations. , ;: ; ii, a ,n The resulting plan was validated by the Seattle , It: - !... . ti :s., _ 'Wx q' ° � . � ! C ity Council and used to design and fund a 6 a, ■,∎ ",-• new police precinct station, a mixed -use e_ Y' `—' °�` ' housing and public library project, and a omt -1 � reclamation and art interpretation project for - - -- - -- - - -- Longfellow Creek, among others. , • Old cooper school Reuse Options The reuse of Cooper School, a historic surplus Ground floor _ 2nd/3rdfloors i elementary school within the north node of the f communit became a major plan priority. We i ri-.4A.4;A i ` ' j , developed conceptual studies and cost 9� estimates for reusing the facility for ,; > ice- community uses on the ground floor, and 4 t ' is. m..,.d.r,�ro.rktn, i artist live /work lofts in the upper floors b t converted classroom spaces. The project was ,1 l (^ i ` , ,Q.„_,...731; recently funded for conversion under the f Seattle neighborhoods capital facilities ,. program i s _ k` Ec � E S „.., ¢ � : t t q f ,x "� Hl ¢ � { i '[L'1 E,« - r, . Y [ r IRE I if -- II W glut i E i* :; , 0-4:-!;', p 5 Nt. IrtiA '1 � .i:c�n. I t o, }�`.. t t 1 z e ,.. •"' � r � .. s t 94W .:41.E4''.17.:,.. '^ }IF^ �' 1 �' r r • .....Y 3 S ,1, ! 6 , , ._,,,,,„,...-„,„„.,:„. k ..4-. J !? x� ,:f li'l`r r A' 20 Cherry Street 0 1 Beckwith Consultin ' Grou 1 Seattle; aWashigton M �A ath � . Stud '� L ., We conducted a detailed analysis of property a _ ownership, appraised values, residential and commercial market trends, existing site and a building conditions, and alternative development concepts for 5 city owned k " t properties located in East Barclay Court across from Seattle University for the Seattle b c - ~ ' i Department of Community Development. East James Street Seattle obtained the properties through a land ; *'s . Vi transfer with Seattle University. The city's '` p objective was to determine the architectural and economic feasibility involved in redeveloping and /or packaging the properties 1 v ‘ \\ 2 4 5 I for mixed -use residential purposes. The city rt, U s j p was also interested in determining the interests and intentions of adjacent d' VA 1� landowners. ..,3?, �� We conducted workshops with adjacent property owners to determine preferred East Barclay Court options including possible land and /or building package approaches. Based on il , workshop results, we developed and evaluated — \\ 1 1 Pi ii tll a variety of mixed -use residential projects ranging from single lot duplex proposals on 13 14 15 the interior lots to multiple story apartments �� over ground floor retail outlets for the corner \'t € i and frontage properties. . a -I a ; Each proposal was evaluated against N ` a comparable and competitive projects in the ,�� �; marketplace to determine feasibility issues { Jefferson Street and constraints. -.. ....' Based on our analysis, the city subsequently assisted with joint venture projects on a number of the properties. • 21 • Beckwith Consultor Grou Sea W as h ington � � N r., a4F''''''0 = � =C d� I Fc� y ,' re� T. z ,, z to y 5 choo R e u se F ; � > i s 3r � g ® We completed a detailed design, phys E ba, # '# ,' l li, lli � y _ social, and economic analysis of the ?' possibilities of reusing a surplus school for - -- M ' , - 4 3, the Seattle Housing Authority, Seattle � ; N � £ Department of Community Development, and r _' the Fairview Community Council. o A , w 3 ,� We analyzed the possibility of reusing all or Y , ti �� ,�' . , ! r a portions of the surplus Fairview school facility -� n a and /or site for a multi -use development �' k l _ �g ,� � � ;; moo: r:`, � - � .� 'e � . � � incorporating low cost family housing under t°' a q . ,, 43 . ? ! the Housing Authority's Scattered Site Housing _ ro ram. - '3 it. ., 0.7, . .;:a( We conducted questionnaire samples of - ,, "" t neighborhood resident to gather opinions about potential issues and concerns with various reuse options. We conducted an ' t ;'err " ,. , 1 -: r'rlk extensive series of public workshops with 0 i �4 - - �'t s ' �. Yi � : - -' j community residents and interest groups �, t ""tiny , ' 4 �y.- -tI, k , i , ' . .� 4 - 1 � .� � �, -� .,i i . � ,,, j`� ,,.,� � . ,. during which the participants were encouraged 0 � s s ,� "�,s� -, �,� to develop project objectives and alternative , ' i fs/{ :Vt ; < :F � ' ' - -� ' . � ` i utilization concepts using a co- design , =; 1-�� k - 41 i i i n 17 - - n participant process. ddF r ,, f � - +. ;, i- , -._ We evaluated alternatives that included ''''''' ` :' f4±, � ' '' �, �` a ' , concepts that reused the whole building, ' g' ; "" t d l s t i k....�1 portions of the original structure, and the site { 1 �P 94 � " X - 4. ,,, �'! only for a combination of community and ¢ .� ��t ' '� �t k -`-� multiple family and elderly housing units. We � } ' ;-, ac Till � ,7_.k evaluated final alternatives for economic 'fit .d � . – ti ► x� � 6 ? - 0 ' ch ' q i i " w'ftr �' , ti , � � � � a F 5 � f ��� �� y � , , � feasibility and the impact of financing 1 ; 't,3 + ^,. 1 1t ( " 'r :. 7 ,, v. -e+ het i G : 7 R ilii x,A 4t. ,. �.:a � 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. 6 22 • l Beckwith Consultor ' Grou .: 4 x M sae access road Tweeds '' Close ` I -'' ' wat II ( �t 3 r truck toad I Co % � �� m n � k 1 We completed a site evaluation, site and � yi Y i " , ^ building prototype plan, rezone application, ° t, � 13 �" and expanded environmental checklist for ' Tweedsmuir Close (now Copper Hill) a mixed ,24,011,10,..; a 4' y , ! use project involving 8.4 acres, 100 residential 1 l'4 � units and 30 s uare feet of office and � q , r Duvall, —� retail space Washington. for Tweedsmuir Associates in f 5 t ? tt1 ' „ Ei The innovative project was the first to be .4 Pil� submitted for review and approval under the 9 j ' } i new unified SEPA /GMA design and � ; �x development code process we had previously ira:f d ��,� ; developed for the city with a GMA I h,llcAmb 5' .ti i .S villa reen demonstration grant. . m �_,� r . ..._, y 7r• w , t In 1` . ' j The environmental analysis was able to utilize r �l a a L 11:: I site and system -level impact assessments that e '` 3 � ! had previously been evaluated in the city's F T �� t �• fir. � �. environmental impact statements for the $# l # 1 m i comprehensive plan update, wastewater it i .�� r-5 A ��_ � treatment plant, and unified development ilIl : � p p f„,7 s � l A ° regulations considerably reducing processing `,'� ! time and uncertainties to the developer and .„ ( 1 staff, alike. —1 ' — "I i The project was subsequently developed as we oario g lot '' . \ ' _ � � .' ate re,,dence designed it as Copper Hill and the over -the- L f store studios, townhouse, and single family �j - -- — products were sold -out in record time. NE 145th Street n r } I or**s , a i m,' , t 4 r a n fi Dr g y ' g "±a.. t mot;¢ -..� u ,+7 •-w C S., : h •a _ t �[ ' ' ` 1�: -. , u 1 t 1 t -. { T "^' tt a.. ^ L x r r , ti t 11 .. .�..�� . j �t t - il! R +l z,� t� ! _j1IIIIJ II IIIIIII = . i " y ,7 • • ° ;, t .1 I � I ' (' ® i ll — aawa 4 Ycx"'� _ , a x s � *S . .. .+. I 4 - " C3. N.2 a= ;iiiilTilliliii =li' � ii� i iiiian«� d �� IE i-- - - - =t s � 1 • front elevation , ' . 4 , p , {t f a (! t �� � Y 4 ,401-",- F + i a , S 1 ' e MS br A 13 p ✓• • E S.`. f( 0 y et 'k y Y y, % , 23 ( 1 Beckwith Consultor Grou ., . „.-- Amt . -A:_ ,W -7-- ' °B ernar d D eve l opment C orporation s 0 ; , Fall en Mixed tie Develo � ment We completed site planning and urban design �-. '{" for a 5.2 acre mixed use development project �,�.. � ( 1 1 providing 53 attached single - family units and r,• �. �' 22,332 square feet of office and retail building r ak`4" ` (� '� 1 ,r i space with a 41 unit riverfront inn in Fall City 1 ` ":\ `=, °t ` ``I ,' ! for Bernard Development Company. ; � av ',` P • \.. `&, "'"' p , , 1-- pnv The property is located on the edge of the I \ \ 9eri i ? ry t.a�.. , 0 ' °a = a \ c"% , ,� ; .r L . =i — existing Fall City downtown business district �\ „ 1 on an upland terrace defined by the Raging � , .+� / \\' ,°' u t 1 '1 is i t^ ��a and Snoqualmie Rivers. I r, w.� e��fl• - � I 1 ` j e r w .r i 'F : ter t I ' `t '. , _ j The site provides significant views of Mount Si \ 11 i :_� a te, ,� r: ,� - ,� *� � �" �,. — and the Cascade Mountains with walking I e! � 'S = t j access to the rivers and downtown shopping 1, ` � �1: °S4 ', and entertainment attractions. The historic 4 � \ '" s�L ' popular Colonial Inn restaurant is located L <, `'<� ` '` ' k, '� ' - * and P P - ( directly adjacent to the property. ,,\ �° " "��� � � , • Our site plan extends the downtown grid street + A; g network through the property at an angle '% d` :K %'!'4V s t , ,� paralleling the riverbank. The riverfront inn, � g N • � i ` retail shops, and office spaces are located -_ 'N142' _� : ill _t f — m directly adjacent to the Colonial Inn to anchor • - - `, ° ° "� the site to downtown activities. _ \ a, .. ( _ � a \ °`�' 4�;., 6-- I A major walkway extends through the center \ \ � 1` ''''' "` . " " 1 of the site providing pedestrian connections —._ .___.____- ___— ________.._.__.' between retail activities on one end, the 1 ..6. , ;ri interior attached single - family units, and the _ ' Raging River at the other end. ` 1 .,gig / • ! The walkway system continues around the �, \ , outside of the development providing front ;t- i ��, o 1 :� �� � door access and presence to the attached ' ' single- family units facing the riverfront. ° \ , :v-ii.kr t y:.. , 4,21,..e.‘zv1/4.-,, , WN -_,--qa,..- i /V, hps...44: i ? 1 i V' _ *v '� ! ta z,-,„ .., j �•RV t \ e �. s - ; a`s+.- �yy�l e a t i S t"Y 1 1 cas erg- _ ¢� . -. B 1 24 • 1 p 1 Beckwith Consultin' Grou i �' - �' I IL. k `'dJ Sri a^ '� ,�# i F 1 1 a � S " �` ille WiafiWG iliin ton - „ '� %� _�, V A -- I Redeve Plan /EIS: ,,,i,,, � w e �� 4k lim 5�.; --t 7 } 4� I ,Y-7,.,;; �', �� � 5 We created a detailed market strategy, h n � r economic analysis, urban design concepts, • comprehensive plan elements, and , 4 ? implementation program for the OVA-4 4.,...4- " .,,,, t redevelopment of 750 acre, 50 block urban , P r ` �L i -, core areas for new retail, office, entertainment, '4- -Y r `�� t ,, housing g, and public uses for the Lakewood t , - ,I `' - Department of Community Development. 7 ' w We conducted property owner and public s R ;,, �; = 'r -r 1 opinion surveys, public design charrettes and tt g t, R 1 workshops, and created detailed urban design j lz��c�/ 1 guidelines for development of 7 strategic + 1 property offerings. 1 � �; ti As a newly incorporated city, Lakewood officials wanted to create strategies for <4t. , ( revitalizing or redeveloping the underutilized ' f ```a' and under - developed properties adjacent to I- r " r. �� ' 5, McChord Air Force Base, the proposed , ( 4 c f, g,,4? ?ri'J' F r�: , a Sound Transit rail alignments, along 1 411 ! -3� Bridgeport Way, and around Lakewood Town " �� ?TX - Center, Clover Park VoTech College, and ", *►fie. w rt ( Lakewood Industrial Park. ' X41 .^� I ' . i , w.y. .e'' ; Our redevelopment plan will revise and 1 �i afar ° -Y complete a basic street and trails grid ;P'"::'!,' '4':"4,4 I providing access between the suburbanized -- — city and adjacent interstate highways and -- — regional arterial roadways. The transportation element will also construct Sound Transit's ' ^1 � -� „_1 e I heavy rail commuter train station in the , „ %ir . �a k�'1' f? it ” r I middle of the project and re- orient local bus ,g ya � � service to access proposed new anchor activity 81, f 1 O i �� L 1� �0 n j areas. ' V �k F � ! p oi =ya ., 1 1 -; +t w a t° s'' I,� I Our strategy to redevelop the 7 proposed k :-.,,.„,z t � ,, r 1 public offering sites will create 2,352 urban ;� % , , i i density dwelling units, an 84 unit business . l r' / ' f d hotel, 322,034 square feet of ground floor " b v, retail, and 740,200 square feet of upper floor e , r atk .0 , �� office and business space. Our strategy will `c '$e: ,, 4 , 4' // g also create a new high tech employment park '4: 'V;.�`� 1 - ' Y / with 642,600 square feet of manufacturin g ` � =` , t � � � f ✓ space with rail spur service options. i > % . ` . j i / ' i • , 25 s �r p Beckwith Consultin , Grou ,g� , * . Chehalis; Washcngton , M f: ` " ` Cheha Pro ga 1 � aai.; *i [{ o .. - 4; �l 1 We completed the branding, marketing, ` �' planning, design, and development elements C,i,,,: „pd of f ,' for the Chehalis Renaissance Project - the revitalization of the city and historic C.HEI-IAIIS downtown and residential neighborhoods for the Chehalis Economic Development Steering Committee. ! r ,.i.. ! City Council members wanted to create a r/,` :. comprehensive economic and urban design .L ; -I` strategy for revitalizing the 41- block historic ,��ii r downtown and Courthouse districts. k Y- r II`�4 r _, ;- We conducted extensive stakeholder • 1 V \ e;t , ” 4 ' , 1 interviews, internet surveys, charrettes, open �'' ' houses, and a mail- out /phone -back survey of 1 � ,.. � � \, `+ q , registered voter households to determine i Ik ,, N 'j• N j community issues, proposals, and priorities. � ' t _ A � ` - ,,\ 4 i K \ Our resulting action plan identified 29 priority i�,:. I � __-i 1, �_r \ ' �,- , '� ". projects including the creation of a permanent ' yr, <--:? „ facilitator /catalyst community development ` -1r tLl. r < � 1;,-,.'K k o rganization, new website and brand, Main j i t 1 1- 7'4,1, , i � ;j Street program application, gateway and way- 0 b, itt ;- _ t r3 _ J. finding signage, and traffic calming and on - � j � 4' 1 � T �e . street parking capacity increase. r_. �� 1 -- r , , ' � Significantly, our action plan also created I L, I ; I l 'ir- - • ' ! li nonprofit agencies to acquire and restore the , d ; I1 ,: ' 9 }} St Helens Inn.- a landmark hotel, and the. ` __' I Severn's Building - a former auto dealership I ;; for a children's museum as catalytic projects. ;i 1 l� L! J 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 ,,. 1 parking decks. / I :w.. : 1 ! ..,,,, *—'"--- / r j • za.a rmsa'm -.$7.. � ' . .- !a s _ "ST HELENS fNN 26 • 0 _ . ,�� ' Beckwith Consultin Grou' ua- x — ......"-• I '�,i y.. 5, fi; ti i7 "ky a. ".. - ?^ ' -�d � 1 - °Esthe S • m etzrPanA - illgii ?,, � . 1 We completed an urban renewal plan and —, fi a� , , a , � .�,_ a .� ,; implementation program for the 30 block � �. ' � � _ .. .w .� mixed use Esther Short planning area adjacent �� �r to the downtown for the Vancouver Planning & i �. Economic Development Department. 0 ..5. Iv ,�,. '��� We accomplished detailed market I . 4v4. -- ' assessments, physical condition surveys, land \ ... ' -'�� . -4 i — _,_; use code reviews, economic feasibility studies, le ''''''j'-4 s, � •• �,� � �� � 1 development plans, and financial strategies for � �,6 '' �s + Ar '....m. j an underutilized trucking transport and ,> , ' — »..w,.., 1 warehouse district, vacant commercial \� 6 {1 I d1N ‘1.1 � .,, j !I , �' , , :�' `' I properties, the empty Lucky Lager brewery �� . \ . facilities and property holdings, and the ` p "' -_. • `� historic Esther Short Park. ■ e < ? We conducted an extensive public 'I ; / j participation program including surveys of • , `" , Qa r, t property owners, interviews with interested • $ \� ay 1 — _.. developers and financial resources, and % � �_ _ - 1 numerous public workshops with city staff N. i and officials. j Due to the strategies, private developers • _, - - -__ constructed a mixed use office and retail • `""� * _ 1 ' . -p, g Y structure at the atewa between the district �Y r E i ry ^tip r $` ; -C and the downtown. The city completed the � r .- ` +' ° , ' ''` proposed trail and park priming improvements '- t 3''uA 'A. � .x . r - "-' L F k t y. M., € {. � R -� � � � within and between the district and the t% + T z °• � � a' waterfront. And the city recently acquired and i =7 f � Y -_� " Y F successfully offered the Lucky Lager brewery ,� property holdings on a competitive RFP �r, � ,, � , ; r, , � ¢ process to private developers who are --t-,:‘,1',.';''t.1.-.4" , .it x"` ` � �C . L k - tom'. - developing Vancouvercenter a mixed use � - �� {{ k . office, retail, and residential condominium O .10" + a. ,' - ' X } .r ��� 4 � i:4' i ' Project. 2S ;�i+'f� O1110? k .� = 4 wry^r. 1 V .T- a, P Y A• 3; ;100 ti4' ,, la `3 t: �:� 6 .' W �' Y 7i .1 --I ,' � 4.F ff ,. ,. f. „O 1 '"°; � ' y` J y . iC c 4 i P i. � y ,.Yi°'� ` +w. . .r�- Qt q 'i b .-. aC i �,r r ' ¢ ' l'� " s �x } y i (air --•-� :- ` S+ ' 1 f i+ ..B —, , , ,.-A; ..' i , • 1 7 1 . .. 1 - a h� y ' ,:,041, 4. or■ ,,,... 1 . - •; 4 c4.40- ,, '' Imilikilik * '%,..17..t--.T,..'-'*m .... 14 AI ,'v � y 5n C `4`` 1 ` 1> w� *- ry +�",Ypjaq . ..oa'° �+ �-i -�'L � a �.a': `' :yam ° .. -,..� s i . ,.d `--' erg e a Y ' '' ? F f .'s.7....,,,,. #• T y ```�•'°' .4. 5 9 - ,4 7: 4 ^+y��e 1y ,�,sS+" &&{ ,� ,P � i$ zt �� � �" �M1'"�� {�`� :ra �L e , ,a�k,; i - `� 1 k �+., � 5 . � .� � . • rt S .rrd E st ' t 1.1W r S +, ^�w ' ill 27 0 I Beckwith Consulting Group ixa.rxL.�. ar +e p[ es, :A ",ss"aa` v. -.,+J. w, "5 °P °# - wt .4' Shoreline Washingto 4� �_ ��: is f Echo rLake Mixed Use A. 5 . . t. w "k ;� -a 1 « Pro ect � , 444 � e / 1 - M#` ;t We recently conducted a design charrette with I, x V ` #:f��,,' ! Shoreline City Council and staff, YMCA, and n ` 7`" ""° ,- ;,� 3 ,� f ` the private property owner and developer on 15 i I ' ;` x v - Alp -- �` ¢., l mixed use development concepts for the south I v f'�� /' shore of Echo Lake for a public park and trail, F 1' „ sk, city hall, police station, YMCA, and private "" ,u l Z b44*/ " ,/ j retail and residential uses. .'wn .. , ' ` 4 j The city is currently renting space in leased i - „„ .' � buildings a "'-- office buildin g for city hall, public works, and �'' = police functions. The city needs to develop a ' y zo,,„ t. :. ,, - j permanent city hall and police station facility $° ', s' ; / that will provide the functional building space P ,r ? 0' we identified in long -range programming � e "`” 7 requirements - and realize a civic facility to (( N " 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 • ' Beckwith Consultin • Grou • t i ai#sz Hsu -M1&r i -rJ.s .. a,�� 4 ",' ai ; U r D es ► n VC�sion�r� t � , , ..4114 'Lt We conducted field inventories back round ' o f - assessments design and development 1 w:r , sketches, and a public participation survey for lit,,,, it ; an urban design visioning forum for the Gig � / °+, / f ! Harbor Planning Department, Planning 1 �� { ` ; Commission, and City Council. Ceowqr, draw., ........ The city was in the process of updating their comprehensive plan and development P - regulations to comply with the visioning -- -. 7 . __ _ standards required by the Growth Management . „ �.. - or j I Act (GMA). i.i i l =} =1 t �� 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. 1 + '44 o �o . '4. t. 1 We created example plans and sketches to 1 4 � 0� < o 4 r . 1 , e\6 i P P - ;44 X4 - < ` .?o° . illustr housing, streetscape, parking, " :44.7-1i, \ � \ms _ ,, . building, and other urban design alternatives - i 0 , 04 5.P4 ., , r ? I compared with existing development R � ' ',, � k ; conditions for public policy evaluation. Eo p«,� Existing and possible design alternatives were \ displayed during a public forum with 90 � \ '' ; r- property owners, residents, and developers. � �� ® ®rte ` W ! The interactive forum provided the :i y�44 4� participants surveys with which to evaluate 4� \ms ., 4 .10 and prioritize present and proposed urban 9 ; . z. ' r r ` design policies. z 1±0- S , \ .� The city used the results of the visioning - � - , process to update and refine development 4i k. 4 , .-k A code provisions, urban design standards, and J bl c `� capital facility program priorities. co r j ilt i ll t A I ( � "` �� ' �s''' � ' ;r - � 1 ! II 1114 � I' u 40 HH � pp �'' Gi II pi y 4t _. ,, • 29 0 Beckwith Consultin ' Grou Di Vashrngron 3 4 - " 1` ' *L `` ,' : . `4.`1 2.64:" 1 Una ed De yeto ,menrtRe ulatia,'ts r ,, � , , We consolidated critical area shoreline, f 0 environmental, zoning, subdivision, site j v T 6 � 1 i i pa,kin , planning, landscape, parking, signage, ' � + annexation urban design, growth impact fee, !,) ' far r � ry � *1 6 � , J and appeal regulations for the Duvall Planning °' 17.: ' g , I r Department and Commission. 'ItZir Ilit-1-: $ � `� � The project was one of 6 statewide projects 1 ' -ill funded in part by the GMA /SEPA 1 .: z ._ 49 demonstration program of the Washington si. filift ,. e i " ' State Department of Community, Trade, & �� ° t ; "_�� , Economic Development (CTED). so' i< ?1 to We developed the consolidated regulations Typicals pla during an extensive series of workshop sessions with a citizen task force composed of 25 loot ' city council, planning commission, property 40 foot '° ! ® we owner, and developer participants. \\ `\ We developed a series of quick- sketch building Typical section envelop studies to identify for the code task force members (and subsequent EIS) the '�� environmental, building feasibility, and urban 110 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. Ntt,Nli 1 (al Hln CY tu.4.1g V 1 N {<.nllrn lay CanpnM Ive Pl.n n4.0*, J� P.,.."' I 1 t` ,e .ill t C { + 7 Nt � re 2J henYn Mai. Mid/ 17 J p viw,al j4, S. at ,0.gg` 451 + 5 53eif, ItP,a'a (• ibaltaira 7 �`tool I ! Pra y'a OP. C. "• ; G , peat- • "1 is { a 4 eve. ,� 2!,,S,'ii A . e ° 0. ,s 4, �- r 8 0- • EC . �J C,C6 t �V� , a 4. 0 l iiil Q - fie €,§, 1 M''' V '1 1 o''' t it . v J J J I , - l * = • d- i 4 t. DM I. 0 t I i till i 1 rf . .. i ► C T O'er i! : _ ' .z. , - I 0 11 vriv elis:rf,p4,,w 1 -, 1 ,,,,c* , . 1 i k0 . 0 > =- . , __ = l ip s P { f ,. + p + i . I?> �'` ' 1 IPiJ ,w, pl,n V I 4 l \ L a 0� e I ,T „. ok jam. , • :Aninon 30 • !Cons ti n t eam 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 Business/Finance Analyst Steve Price Nancy Jordan Public Surveys GMA Research Corporation Tial ` ` Bidet ,; TO Beckwith FAICP t i ~,;~`, ; ", , X 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. Registration • 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 Strategy America Certificate Environmental Achievement for Foothills Trail • APA /PAW Merit Award for the Bellingham Ohio Street Redevelopment • • 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. Housing 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 Housing development projects • 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 Hill) 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 ; Communi :;Develo • Irienrel ilia iiir S teve Nice . '= VM ,, 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 - 50 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 4110 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 �usiriess /,Finurice�Co�nsuitantNanc .µ��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 _41101 • 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 4Q rnlorr Sunk` e g MA deditc e 6rittierti SMef , A 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 500 clients involving over 10,000,000 interviews with an annual volume of more than 2,000,000 survey participants - including over 75 survey pioje.cts for 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 • Bilingual market research • Advertising research • Worldwide market research • Industrial market research • Test marketing • Market feasibility research • Image positioning research • Forensic research • Market segmentation • Packaging research • Real estate market feasibility • Public opinion surveys • Customer satisfaction research Individual services • Research consultation • Focus group moderation • Questionnaire design • Statistical analysis • Analysis • Computer tabulation • Sample design • Field services • Research design • Facility usage. In -house capabilities GMA has extensive capabilities for administering surveys in Spanish and Asian languages. • 36