HomeMy WebLinkAboutAgenda Report - April 4, 2007 E-08AQSJ#M ITEM CIPTr
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AGENDA TITLE: Approve a new Development Code Update Plan and Adopt a resolution authorizing
the City Manager to enter into contract with Jacobson & Wack in the amount of up
to $55,000 for contract services related to the completion of the Development
Code Update.
MEETING DATE: April 4, 2007
PREPAW BY: Randy Hatch, Community Development Director
RECOMOEMMD ACTION: That the City Council approve a new Development Code Update Plan and
adopt a resolution authorizing the City Manager to enter into contract with
Jacobson & Wack in the amount up to $55,000 for contract services related to the completion of the
Development Code Update.
BACKCAOUND INFORMATION: In January of 1999, the City entered into a contract with the
firm of Crawford, Multari & Clark, Associates for a major revision of
the City's Zoning Ordinance. The contract was for the amount of $111,780.00 and was for the
preparation of a new development code to replace the City's current Zoning Ordinance. In 2004, the City
decided to cancel the contract with Crawford/Multari due to significant budgetary constraints and the
departure of key departmental staff. When the contract was terminated, the consultants had only spent
approximately 60% of the budget. The remaining 40% or $44,712 was reallocated back to the City's
General Fund.
One of the basic issues that triggered the need for a new Development Code is the age of the existing
Zoning Ordinance. The existing document was adopted in the mid-1950s and was the City's first
comprehensive ming ordinance. Because of the age of the document, some of the concepts and
standards are out of date. Regulations related to development standards including setbacks, densities,
lot coverage, etc. that worked 50 -years ago do not relate as well to current development practices.
Additionally, amendments have been made to various sections of the ordinance over the years to try to
address specific planning and zoning issues as well as conform to changes in state law. These changes
have created internal inconsistencies in the ordinance and have made it increasingly difficult for City staff
and the public to utilize the current zoning ordinance. Lastly, the zoning ordinance has certain
inconsistencies with the City's current General Plan, which was adopted in 1991, and this can create
confusion in the interpretation of the standards for development.
The consultants began the process of preparing a new Development Code shortly after being awarded
the contract. They worked with City staff and the Planning Commission to determine what the City
wanted in a new Development Code, and what issues or problems the City had with the existing Zoning
Ordinance. One of the early directions they received from the City was to prepare a document that would
retain some semblance with the current zoning code and one that would not be a radical departure from
the current zoning practices. The City was looking for a Development Code that was more evolutionary
as opposed to revolutionary in nature. The City hoped to update and upgrade the ordinance while still
retaining development concepts that have made Lodi a special place.
APPROVED:`
Blair Kint4fty Manager
Based on this direction, the consultants went through the existing zoning ordinance chapter by chapter
and suggested changes or ways to improve the document. This included greatly expanding and updating
the list of definitions; adding numerous tables and illustrations to help explain zoning and planning
concepts; changing or adding regulatory standards to address current development issues faced by the
City; and reorganizing the document to make it easier to comprehend and making it more user-friendly.
Additionailly, the document codes procedural issues to help the public navigate the sometimes complex
planning and zoning process.
City staff reviiewed these suggestions and added their own comments and ideas. Following numerous
reviews and rewrites, the consultants prepared a series of draft chapters of the document for review by
the City. The individual chapters were brought before the Planning Commission for their input and
suggestions over a period of a year or so. Based on the Planning Commission's discussions, their ideas
and suggestions for changes were incorporated into the document. At this stage of the process, the City
decided to temporarily halt the project and stop further work on the new Development Code accounting
for approximately 60% of the entire project scope and approximately $67,068 of the entire project budget.
Recent discussions with both the City Council and the Planning Commission have resulted in indications
that there may be a desire to once again move forward with the preparation and adoption of this new
Development Code and to include specific areas of interest including; residential intensification, itinerant
merchants and commission review of architecture and site plans.
ANALY30S: Planning staff has received direction from both the City Council and the Planning
Commission to move forward with the completion and adoption of the new Development Code. In order
to proceed with the update, staff has contacted land use planning consultants Jacobson & Wack to
complete the preparation of the unfinished Development Code. City staff requested that the consultants
provide the City with a Request for Proposal (Exhibit A). The consultants will work closely with City staff
throughout the process of document preparation, review and final adoption. Jacobson & Wack were the
sub -consultants for Crawford, Muitari & Clark, Associates who the City originally hired back in 1999 to
conduct the major revision of the City's Zoning Ordinance. Because of their knowledge, familiarity and
experience with the project that current staff doesn't possess, staff is confident that Jacobson & Wack is
qualified to assist the City in delivering the background, institutional knowledge and a final adoptable
version of the Development Code. Jacobson & Wack has proposed a budget of $49,480 for their work.
Staff suggests an approximate 10% contingency be added to authorize up to $55,000 for Jacobson &
Wack work.
FISCAL RAPACT: Up to $55,000 plus associated staff time and costs of publishing public
hearing notices.
FUNDININ AVAILABLE: Staff recommends that $55,000 for the Jacobson & Wack contract be
appropriated fromthe neral Fund to the Community Development Fund.
C4;yx� -
vans, Budget Manager
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Rand ch
Community Development Director
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Attachments
Exhibit A
JACOBSON & WACK
LAND USE PLANNING CONSULTANTS
9530 Hageman Road, Suite "B" 205, Bakersfield, CA 93312 (661) 213-4100 (661) 213-4111 (FAX)
jwplans@lightspeed.net
February 27, 2007
Mr. Peter Pirnejad
Director, Planning Division
Lodi City Hall
221 West Pine Street
Lodi, CA 95240
Subject: Proposal for the completion of an unfinished Development Code
Dear Mr. Pirnejad:
Thank you for inviting me to submit a proposal to complete the City's first comprehensive
Development Code. Based on our recent discussion, this proposal will address my proposed
approach to complete the preparation of the unfinished Development Code, whose original
program was initiated in October, 1998. As we discussed during our recent telephone
conversation, some of the tasks that I have identified in the work plan could be partially or
completely accomplished by City staff in order to keep the budget within the City's established
spending limits.
The attached recommended work plan is based on my current understanding of the City's
needs and my experience with other similar projects. I anticipate working very closely with City
staff throughout the process of document preparation, review, and adoption. And, as always, I
will be highly responsive to any evolving City objectives as they may develop over the course of
the project.
I welcome the opportunity to work with the City of Lodi on this important project. Please do not
hesitate to contact me at (661) 213-4100 if you require any additional information. I encourage
you to contact my past clients (reference list available upon request) who can attest to my ability
to deliver an excellent product that meets or even exceeds the City's needs.
Respectfully submitted,
Jacobson & Wack
Bruce Jacobson
Principal
City of Lodi Page 1 of 5
Proposal for Consulting Services
WORK PLAN, BUDGET, AND SCHEDULE
Completion of the unfinished Development Code
February 27, 2007
1. Document review. Even though I was a major contributor to the entire draft Development
Code, I will first thoroughly review all of the most recent drafts of the document last
submitted to the City in February, 2006. While the footer on these documents (all eight
articles) contains a date of 2/06, the actual material contained in the documents date back to
as early as October, 1999 (Article 8) and May, 2000 (Articles 3 & 4). Consequently, my
memory needs a great deal of refreshment.
Budget: $2,720 (16 hours at $170 per hour)
2. Meeting with City staff. I will conduct one meeting with appropriate City staff members to:
Review the City's direction and expectations for the initiation of the original project back
in October, 1998.
Review the City's direction and expectations for this project.
Discuss the issues associated with the existing Preliminary Draft of the Development
Code, dated 2/06. This would include the identification of text materials in need of
updating (e.g., Child Day Care Facilities, Second Dwelling Units, Subdivision Ordinance
Provisions, Telecommunications Facilities, etc.) as well as any new materials that the
City staff may want added to the draft Development Code (e.g., Affordable Housing —
Density Bonus Provisions, Requests for Reasonable Accommodations under ADA and
Title 24, etc.).
Tour the City to observe actual built conditions that should be "corrected/discouraged" or
"incentavised/encouraged" in the new Development Code.
Review format and organization alternatives, if desired.
A product of this meeting will be a detailed list of items that need special attention and
additional work in the draft Development Code. If desired by the City, I will attend additional
meetings on a time and materials basis ($1,500 per additional meeting).
Budget: $2,000
3. Revised Preliminary Draft Development Code. Following the initial meeting with staff
identified in Task 2, above, I will prepare a draft of all of the updated and new materials
identified in Task 2, above, as in need of addition to the draft Development Code. I will then
incorporate all of these materials into the appropriate locations within the Revised
Preliminary Draft Development Code. A preliminary set of graphics and illustrations will be
included, where needed. (Provide one electronic copy.)
Budget: $20,400 (120 hours at $170 per hour)
4. Screencheck Draft Development Code. Following review and comment of the Revised
Preliminary Draft Development Code by staff, I will prepare the Screencheck Draft
Development Code to confirm that all of staffs suggested/requested refinements have been
properly incorporated into the draft Development Code. (Provide one electronic copy.)
City of Lodi Page 2 of 5
Proposal for Consulting Services
Exhibit A
Budget: $6,800 (40 hours at $170 per hour)
5. Public Review Draft Development Code. Following review and comment of the
Screencheck Draft Development Code by staff, I will prepare the Public Review Draft
Development Code to confirm that all of staffs suggested/requested refinements have been
properly incorporated into the draft Development Code for presentation to the Planning
Commission for review and recommendation and City Council for review and adoption.
(Provide one electronic copy.)
Note: Consideration should be given for a public outreach program to share the Public
Review Draft Development Code with the general public and industry stakeholders before
initiation of the public hearings.
Budget: $3,400 (20 hours at $170 per hour)
6. Planning Commission hearings (2). 1 will attend and participate in up to two public
hearings with the Planning Commission to review the Public Review draft of the new
Development Code. This task anticipates the preparation of a PowerPoint presentation to
assist the Commission and public in better understanding the material being presented.
During the hearings, I will provide support for Commission and public review, as determined
appropriate by the City's project manager, by being available to answer questions about
proposed revisions, to discuss possible alternative approaches, and to draft revised
language in response to staff or Commission direction. If desired by the City, I will attend
additional meetings on a time and materials basis.
Budget: $3,000 (Flat rate of $1,500 per public hearing)
7. City Council hearings (2). 1 will attend and participate in up to two public hearings where
the City Council considers the adoption of the new Development Code. I will be prepared to
present the previously prepared (Planning Commission) PowerPoint presentation. During
the hearings, I will provide support for Council and public review, as determined appropriate
by the City's project manager, by being available to answer questions about proposed
revisions, to discuss possible alternative approaches, and to draft revised language in
response to staff or Council direction. If desired by the City, I will attend additional meetings
on a time and materials basis.
Budget: $3,000 (Flat rate of $1,500 per public hearing)
8. Screencheck Final Development Code. After adoption of the new Development Code and
before its effective date, I will prepare a final version, incorporating all changes made by the
City Council. I will provide a screencheck version so that City staff can verify that the
document accurately incorporates all changes approved by the City Council during the
adoption process. (Provide one electronic copy.)
Budget: $5,440 (32 hours at $170 per hour)
City of Lodi Page 3 of 5
Proposal for Consulting Services
9. Final Development Code. Following receipt of City staffs confirmation of the Screencheck
Final Development Code, I will prepare the Final Development Code for delivery to the City
for codification and publication. I will provide an electronic copy in Microsoft Word software
and .PDF format. Graphics will be provided in an electronic format.
Budget: $2,720 (16 hours at $170 per hour)
TOTAL BUDGET: $49,480*
* Progress billings will be forwarded to the City on a monthly basis based on time and
materials and upon my standard hourly rate of $170. Because of the uncertainty of the
level of work required for the preparation of Task 3. (Revised Preliminary Draft
Development Code), I shall notify the City when the earned fee amounts to
approximately 80 percent of the above estimated total budget amount ($49,480) and
shall further notify the City as to the status of the project and any potential need for a
budget augmentation. The City will be responsible for the preparation of all required
CEQA studies and documentation.
City of Lodi Page 4 of 5
Proposal for Consulting Services
Exhibit A
PROJECT SCHEDULE BY TASK
Tasks
To Be Submitted/Conducted
1.
Document review.
Within 30 days of receipt of Citys olotice to Proceed.
2.
Meeting with City staff
Within 30 days of receipt of Citys Notice to Proceed.
3.
Revised Preliminary Draft
Development Code
Within 60 days following completion of Task 2.
4.
Screencheck Draft Development
Code
Within 45 days following receipt of City staffs
comments on the Revised Preliminary Draft
Development Code. (Task 3)
5.
Public Review Draft
Development Code
Within 21 days following receipt of City staffs
comments on the Screencheck Draft Development
Code. (Task 4)
6.
Planning Commission hearings
To be determined at a later date
7.
City Council hearings
To be determined at a later date
8.
Screencheck Final Development
Code
Within 14 days following completion of Task 7.
9.
Final Development Code
Within 14 days following completion of Task 8.
City of Lodi Page 5 of 5
Proposal for Consulting Services
RESOLUTION NO. 2007-57
A RESOLUTION OF THE LODI CITY COUNCIL
APPROVING NEW DEVELOPMENT COIF UPDATE PLAN,
AND F*THER AUTHORIZING THE CITY MANAGER TO
EXECUTE CONTRACT WITH JACOBSEN & WACK FOR
SERVES RELATED TO THE COMPLETION OF THE
DEVELOPMENT CODE UPDATE
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
approve the new Deveftment Code Update Pian; and
BE IT FURTHER RESOLVED that the City Manager is hereby authorized to
execute a contract with Jacobsen & Wack for services related to the completion of the
DoveNopment Code update in an amount not to exceed $55,000.
Doted: April 4, 2007
I hereby certify that Resolution No. 2007-57 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held April 4, 2007, by the following vote:
AYES: COUNCIL MEMBERS — Hansen, Katzakian, Mounce, and
MayorJohnson
NOES: COUNCIL MEMBERS — Hitchcock
ANENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
NDi JOHL
City Clark
2007-57