HomeMy WebLinkAboutAgenda Report - January 20, 1999 E-10COUNCIL COMMUNICATION
AGENDA TITLE: Award Agreement for a major revision to the City's Zoning Ordinance to the firm of Crawford,
Multari & Clark, Associates.
MEETING DATE: January 20, 1999
PREPARED BY: Community Development Director
RECOMMENDED ACTION: That the City Council approve the awarding of a professional service
agreement to the consulting firm of Crawford, Multari & Clark,
Associates for a major revision of the City's Zoning Ordinance.
BACKGROUND INFORMATION: The City's zoning ordinance was originally adopted in 1952. While the
ordinance has been amended numerous times in the past 47 years, the
basic format and language of the document has remained unchanged.
Because there has not been a comprehensive revision of the
zoning ordinance, the document has become increasingly difficult for both the public and staff to work with and
understand. The ordinance is difficult to interpret, has internal inconsistencies and does not always reflect current
planning practices or community values.
In order to resolve these problems, the City has determined that a comprehensive revision of the zoning ordinance
is required. The City Council has agreed and this task was budgeted as a part of the City's 1997-1999 Financial
Plan and Budget as a Major City Project to be started during this period. An estimated time frame of 18 months was
given for this project.
The Community Development Department has prepared a Request for Proposal (RFP) that was sent to a dozen
Northern California planning firms that do this type of work. From this list, and after an interview consisting of the
Community Development Director, Public Works Director, Economic Development Coordinator, and Senior Planner,
City Staff selected the firm of Crawford, Multari & Clark, Associates of San Luis Obispo, California. This firm has
extensive experience in the preparation of zoning ordinances and has done this type of work for many jurisdictions
throughout California. Staff is confident that CMC can accomplish the task and produce a zoning ordinance that will
serve the City well into the next century.
The Community Development Department requests that the City Council authorize the City Manager to sign an
agreement for $111,780.00 with the firm of Crawford, Multari & Clark, Associates so that work can begin
immediately. We would request an additional $10,000 for contingencies for a total budget of $121,780.00. A copy
of the agreement is attached as well as the scope of work.
FUNDING: $121,780.00 Funding Available: ye X • �-kcLAC 75"
Vick McAthie
Finance Director
Konradt Ba am
Attachment Community Development Director
If
APPROVED: C1` �`--�
H. Dixon Flynn - City Manager
City of Lodi - Zoning Ora,.,ance Update Scope of Work
ATTACHMENT A
Scope of Work
Task 1 - Project Scope Refinement and Initial Public Participation
The consultants must have an in-depth understanding of the City's expectations and objectives
for the Zoning Ordinance update before drafting can begin. This task will include a series of
discussions with the City's planning staff, some initial public participation opportunities, and
other research necessary to fully define the content and format of the Ordinance.
Subtasks:
1.1 Initial scoping meetings. The consultants will meet with the City's planning
staff to:
• Review the City's objectives for the Zoning Ordinance update and User's
Guide;
• Refine and detail the project scope and schedule as necessary;
• Inventory problems and issues associated with present City land use and
development regulations (including regulatory topics that need attention but
are not fully addressed in current ordinances); and
• Review and discuss overall Zoning Ordinance format and organization
alternatives.
This subtask is anticipated to include a day of meetings, first including the City's
project staff team, followed by staff members involved with: the review and
processing of land use permits; public counter work, and answering citizen
questions about land use and development regulations. We will also meet with
selected staff from other departments as determined to be necessary by the City's
project manager.
All three principals of the consultant team will attend these initial meetings.
1.2 Document review. The consultants will review all City documents relevant to
the Zoning Ordinance update, including but not limited to the General Plan,
existing zoning and subdivision ordinances, the Downtown Development Standards
& Guidelines, adopted in 1997, environmental guidelines, and any development
requirements routinely imposed by the Public Works, Fire, or other City
departments. We will also work with City staff to review the overall Municipal
Code, to identify any other provisions that should be included in Chapter 17 or.
referenced in the Zoning Ordinance, or that will at least need to be understood
so that no conflicts occur with the Zoning Ordinance provisions.
This subtask will involve particular attention to highlighting the goals and
policies of the General Plan which give explicit direction for Zoning Ordinance
requirements and design guidelines, as well as those which express more general
Page 1
City of Lodi - Zoning Ordinance Update . Scope of Work
community expectations (the Downtown Development Standards & Guidelines,
adopted in 1997) for the character and quality of development and new land
uses.
A specific product of this subtask will be an "issues report" including:
An annotated list of General Plan goals and policies relevant to the land use
and development issues addressed in the Zoning Ordinance; and
A tentative list of other issues that will need to be addressed in the process
of drafting the revised Zoning Ordinance, which will include concerns
involving both standards for development, and City procedures for
development review.
This issues report will guide efforts by the consultants and City staff in the actual
drafting of the revised Zoning Ordinance, after it is refined into final form
through the following task. The "issues report" will also serve to focus the
"policy guidance" workshops in the following task.
After City staff review of the report, the consultants will meet with staff to
review/ reexamine the information provided. The consultants will then expand
and refine the list as determined by staff to be appropriate, for use in the
preparation of the draft Zoning Ordinance.
PRODUCTS: Annotated list of relevant General Plan goals and policies, and
an "issues report" identifying a tentative list of other issues to
be addressed in the revised Zoning Ordinance. One
reproducible copy will be provided (See Section 5, Project
Budget, paragraph B. regarding reproduction services and
costs.)
1.3 Initial public participation, and policy guidance workshops.
The consultants will work with City staff to design a public participation/
outreach program intended to solicit public participation and input for
preparation of the revised Zoning Ordinance. The outreach program materials
may include general announcements, informational handouts, Internet World
Wide Web pages, newsletters, newspaper inserts, and slide shows regarding
preparation of the revised Zoning Ordinance. These materials will be available
to keep citizens and users of the Zoning Ordinance informed about project
progress at various stages of the work plan. The consultants will prepare all
necessary materials in camera-ready format. The City will be responsible for
duplication and distribution.
This subtask will involve a series of meetings with City staff, decision makers,
and the public. The meetings will conclude the initial work to define the scope.
of the Zoning Ordinance update. We propose these meetings based on past
experience with similar updates, which suggests that early public and policy
body input can assist in defining issues that can be addressed in the Zoning
Ordinance update, thereby avoiding later problems of unnecessary controversy,
or misunderstandings about the intent and effect of proposed regulations.
Page 2
City of Lodi - Zoning Ordinance Update Scope of Work
Based on resent experience with several of our clients regarding the appropriate
number of public workshops, study sessions, and other meetings and/or hearings
to be conducted during the preparation and adoption of the updated Zoning
Ordinance, we suggest up to six public workshops/meetings/hearings with the
Planning Commission over the course of the project, and up to four public
workshops/meetings/hearings hrith the City Council.
In addition to the public outreach program, we anticipate meeting with staff on
at least 20 occasions during the course of the project. There will be no limit on
the number of meetings with staff during this work program. The recommended
work plan is designed to meet the City's public participation and outreach
objectives.
The meetings are suggested to include some or all of the following, but the
consultants will facilitate any other combination of staff review and public
outreach efforts determined by the City's project manager to be more
appropriate.
The consultants will work with City staff to define the complete scope of the
public outreach program effort; the program may consist of any or all of the
following components:
Interviews with elected and appointed officials. The consultants could
conduct one-on-one interviews with Planning Commission and City Council
members. The consultants would prepare a short memorandum
summarizing the more poignant points gained from these interviews;
Site Plan and Architectural Review Committee. The consultants could
conduct one workshop with the City's Site Plan and Architectural Review
Committee which is responsible for reviewing all multi -family and
commercial development proposals. This informal gathering would begin
with an explanation of the detailed work plan, schedule, and anticipated
products associated with the revised Zoning Ordinance. After the
presentation, the attendees would be asked to share their experiences using
the existing Zoning Ordinance and any suggestions they could offer to
improve the filing and review process, and the number, type, and extent of
the standards that could be incorporated into the revised Zoning Ordinance
to assist in the design review process;
Stakeholders/invited citizens/special interest groups workshops/meetings.
A series of scheduled meetings with individuals and groups suggested by
the City's project manager as key contacts within the community who can
provide insights and perspective on issues of public interest and concern
relative to the City's development regulations and development review
process: These meetings would begin with an introduction of the attendees
(consultants, City staff, Building Industry Association, Board of Realtors,.
Chamber of Commerce, Downtown Property Owners Association, local
builder groups, sign industry represents, etc.) and continue with an
explanation of the detailed work plan, schedule, and anticipated products
associated with the revised Zoning Ordinance. After the presentations, the
consultants, and City staff, would be available to discuss the specific
concerns that the participants may identify and listen to their suggestions
Page 3
City of Lodi - Zoning Ordinance Update Scope of Work
on how to address them. These meetings could be conducted at various
public places throughout the City;
+ Field trip. One field trip with the consultants, City staff, and invited guests
(e.g., Council, Commission, Site Plan and Architectural Review Committee,
Eastside Improvement Committee, stakeholders, etc.) The field trip would
be to assist the City representatives and guests in personally viewing the
predominant types of development occurring in the community, good
examples the City might like to see again, and examples of development
they definitely do not want to see again;
• Planning Commission and City Council workshops. • One public
workshop/meeting with the Planning Commission, and one with the City
Council. These noticed public workshops/meetings could be in the form of
a jointly held meeting with both the Commission and Council, as deemed
appropriate by the City's project manager, and as described below.
A jointly held public Commission/Council workshop/study session, to
review the overall objectives for the revised Zoning Ordinance, the detailed
work plan and schedule for the project, the anticipated products proposed
for the revised Zoning Ordinance, and the list of goals, policies, and issues
guiding the Ordinance preparation. The workshop/study session will also
provide the opportunity for individual Commission and Council members
to express their thoughts on the project, and for the Commission and
Council to discuss and/or add issues to the list for consideration, and for
other citizens in attendance to provide their input. Additionally, the
consultants would present examples (e.g., color slides and overheads) of the
type of development occurring in the City, along with samples of
development projects that would be designed to reflect the adoption of the
revised Zoning Ordinance.
• Zoning Ordinance Update Home Page. The consultants will produce a
world wide web home page that can be linked to the City's website,
providing current information on the status of the project.
Any of the above listed meetings could be conducted on a Saturday in order to
provide a less hectic, and more informal environment for the attendees. Our
experience supports the finding that this can result in a more productive meeting.
(Note: Our experience indicates that a Saturday morning, from 9:00 a.m. to about
1:00/2:00 p.m. would be the most desirable.)
Any, or all, of the above listed workshops /meetings are available to the City; the
final choices are entirely up to the City's project manager. The consultants will
work with the project manager to schedule these meetings over two consecutive
days and up to two consecutive evenings.
PRODUCTS: Conduct the initial public outreach program
Refine the scope of work for the revised Zoning Ordinance, if
needed
Meetings: Day and evening meetings as necessary over two
days
Page 4
City of Lodi - Zoning Ordinance Update
Scope of Work
1.4 Phase I report. Following input received at the public workshops/meetings and a
thorough review of existing zoning and development related documents, and applicable
City, State, and Federal provisions, the consultants will prepare a brief technical report
outlining preliminary findings, recommendations, alternative approaches, and any issues
yet to be resolved.
PRODUCTS: Phase I technical report (findings/recommendations) — one copy.
1.5 Draft format and outline description. Based on the input received from staff and the
Commission/Council study session and the conclusions reached/identified in the Phase
I report (See Subtask 1.5, above), the consultants will prepare a draft annotated outline,
style sheet, and sample chapter to illustrate the intended format and style of the revised
Zoning Ordinance. After staff review, the consultants will discuss with staff any desired
changes, and direction for the preparation of the chapters covering the zoning district
provisions.
PRODUCTS: Zoning Ordinance outline and format description; style sheet; sample
chapter in tentatively approved format — one copy.
Task 2 - Zoning Ordinance Preparation
The Administrative Draft Ordinance and Administrative Draft Initial Study be prepared and
delivered in segments, rather than the consultants initially preparing a complete draft for staff
review.
Subtasks:
2.1 Zoning district provisions. The consultants will draft the chapters of the
Ordinance containing regulations applicable in specific zoning districts and any
desired combining/ overlay districts. At a minimum, these chapters will address
the following and any other topics desired by the City.
Incorporation of a use classification system that clearly identifies all allowed
uses, while providing a generic -type of listing, to the maximum extent
possible, rather then a lengthy 'laundry/shopping list" of allowed uses.
Special attention vn ill be given to creating a consistent list of land use types
for use in each of fhe various zoning districts, and reviewing each district
with staff to ensure that specific allowable uses are appropriate in each zone
and consistent with the General Plan.
The allowable uses will be listed specifically for each zoning district, rather
then the cumulative method of zoning. The consultants are able to
incorporate the cumulative method ("pyramid zoning") if desired by City
staff; however, 'our experience strongly supports the non -cumulative
approach as the most user friendly and simple to understand and
administer.
• The zoning districts, the land uses allowed within them, and the type of
ministerial or discretionary land use approval required for each use (some
uses may be allowed with no land use permit, subject to compliance with
applicable standards and obtaining any necessary construction permits).
Page 5
City of Lodi - Zoning Ora,.,ance Update
Scope of Work
The newly improved Downtown could benefit from its own exclusive
zoning district or overlay zone in order to help ensure preservation of its
uniqueness, quality of development, and economic viability. Development
standards unique to the Downtown could be written as incentives for
locating in the Downtown (e.g,, increased height limitations, decreased
setbacks, grater site coverage requirements, etc.), rather than in the
expanding southwest portion of the City's sphere.
Any combining/ overlay districts desired by the City to highlight areas
where the General Plan has identified important community features,
sensitive environmental characteristics, natural or built hazards that must
be carefully considered in proposed development, and new -land uses.
Development standards unique to individual zoning districts (e.g., height
limitations, setback requirements, site coverage requirements, etc.),
organized in tables wherever possible.
The zoning and combining/ overlay district provisions will be sent to staff for
review, after which the consultants and staff will meet to discuss desired
changes, and ' direction for preparing the chapters covering administrative
provisions.
.4
PRODUCTS: Administrative draft zoning and combining/ overlay district
provisions, revised definitions — one copy.
2.2 _ Administrative provisions. The consultants will draft the chapters of the
Ordinance containing Ordinance administration and filing/processing
procedures. At a minimum, these chapters will address the following and any
other topics desired by the City.
Purpose and adoption of the Zoning Ordinance, applicability, responsibility
and authority for its administration, interpretation procedures, and
provisions addressing "pipe line" applications (applications deemed
complete but not yet approved/disapproved, affected by a zoning
map/ordinance and general plan amendment).
• Definition of they roles of each project review entity, including the
Community Development Director, Department, Planning Commission, City
Council, and any other necessary entities (e.g., Site Plan and Architectural
Review Committee, etc.).
Administrative procedures for discretionary use permits, variances, planned
developments permits, development agreements, design and site plan
review, specific plans, appeals, nonconforming use and structure provisions,
zoning map/ordinance and general plan amendments, etc. Proposed
procedures will emphasize efficient, simple, and streamlined processing, .
while providing for effective project review to ensure quality development.
• Code enforcement provisions, including, but not limited to, legal remedies
(both criminal and civil), procedural requirements, full recovery of costs
directly related to an enforcement action, and the clear identification of the
property owner's/ violator's rights and procedures for appeal.
Page 6
City of Lodi - Zoning Orainance Update
Scope of Work
Environmental compliance procedures for implementation of State Law
(Public Resources Code Sections 21000 - 21177) more commonly referred to
as the California Environmental Quality Act (CEQA).
Definitions of the technical terms and phrases used in the regulations,
including the abbreviations used throughout the Zoning Ordinance. An
initial set of definitions will be included with the first submittal, and will be
supplemented as each later submittal is completed.
Copies of these draft provisions will be transmitted to the staff for review. The
consultants will then meet with staff to go over the work and discuss desired
changes, and discuss direction for preparation of the general development and
specific use standards for the Zoning Ordinance, per Task 2.2. At the same
meeting, the consultants will work with staff to identify policy issues that will
be presented at the policy study session in Task 2.3.
PRODUCTS: Administrative draft Zoning Ordinance procedural/
administrative chapters — one copy.
2.3 Commission/Council policy workshop.
Typically this would be an appropriate point in the ordinance drafting process
to obtain direction from the Council on any Zoning Ordinance issues where early
policy direction will assist in more efficient review and deliberations by the
Commission and Council when they later consider adoption of the revised
Zoning Ordinance. The consultants will assist staff in facilitating a joint Planning
Commission/City Council workshop.
The workshop will provide for public input, and a structured setting for
Commission/Council review and discussion of the zoning issues identified by
City staff and the consultants. The direction obtained from this workshop will
assist in the consultants' preparation of the general development and specific use
standards in Task 2.4, and may also result in refinements to the zoning district
provisions from Task 2.2, which would be incorporated into the Preliminary
Draft.
2.4 General development �Ind specific use standards. The consultants will draft the
chapters of the Ordinance containing regulations that apply in multiple zones
and combining/ overlay districts, and regulations for specific land uses. At a
minimum, these chapters will address the following and any other topics desired
by the City.
The general applicability of standards including, but not limited to, floor
area ratio, heightImits, measurement standards, setbacks, and any directly -
related provisions for non -variance exceptions or adjustments to the
standards.
• Standards for off-street parking and loading facilities for residential,
commercial, and other types of development, including parking and loading
area design, layout and landscaping requirements, and standards for bicycle
facilities. These provisions will also address on-site pedestrian and
vehicular circulation.
Page 7
City of Lodi - Zoning Orainance Update
Scope of Work
• Standards which may include, but are not limited to, agricultural (wine
grapes) preservation (e.g., right -to -farm and appropriate agricultural
buffering), affordable housing and density bonus provisions,
conservation/management/protection of the cultural and natural resources
within the City, fences, hedges, and walls, screening and buffering, solar
access, sight-' visibility areas, and undergrounding of utilities.
• Performance-based standards including, but not limited to, air quality,
electrical interference, explosive and fire hazards, hazardous materials
storage, noise, odor, outdoor light and glare, and vibrations.
• Comprehensive sign regulations.
• Standards which may include, but are not limited to, mixed use projects,
clustered residential projects, condominium conversion, planned
developments; landscaping (commercial, residential, and other types of
development, etc.); environmental resource protection, etc.
• Standards for specific land uses that will apply regardless of the zoning
district in which they are located. These provisions will include provisions
from the current Ordinance and others, as desired by the.City (e.g., adult
businesses, child day care, drive-in/drive-through facilities, home
occupations, live entertainment, mobilehome and travel trailer parks,
secondary dwelling units, solid waste disposal and recycling facilities,
telecommunications facilities, etc.)
Copies of the chapters will be transmitted to staff for review and the consultants
will meet with staff after their review to discuss desired changes.
PRODUCTS: Administrative draft general development and specific use
standards, revised definitions — one copy.
2.5 Design provisions. The consultants will draft the chapters/sections of the
Zoning Ordinance containing design guidelines that apply in multiple zones and
any combining/ overlay districts. At a minimum, these chapters/sections
chapters will address the following and any other topics desired by the City.
• Design guidelines addressing residential, commercial (with special emphasis
on the southwest portion of the City and the resulting impact of that
development on the newly improved Downtown), and industrial
developments in the City.
• Design guidelines which supplement the chapters on landscaping, parking,
and signs.
• Commercial design guidelines addressing Cherokee Street.
• Possibly incorporate the design guidelines identified in the Downtown
Development Standards & Guidelines, adopted in 1997; subject to City staff
approval.
Page 8
City of Lodi - Zoning Oratnance Update
Scope of Work
Copies of the chapters will be transmitted to staff for review and the consultants
will meet with staff after their review to discuss desired changes.
PRODUCTS: Administrative draft design guidelines, revised definitions
one copy.
2.4 Subdivision regulations. The consultants will draft the revised chapters for the
City's subdivision regulations, in compliance with current Map Act requirements,
case law, Attorney General opinions, and consistent with the format/style of the
Zoning Ordinance provisions prepared earlier. (While current thinking has the
subdivision regulations remaining a stand-alone document, the City may
consider incorporating these regulations into the revised Zoning Ordinance. This
incorporation could result in a truly integrated (e.g., all definitions in one article,
all procedures in one article, all standards in one article, etc.) Development Code,
if deemed appropriate by the City.) Like the other provisions of the
administrative draft, preparation of these components will involve extensive
coordination and consultation between the consultants and City staff. At a
minimum, these chapters will address the following and any other topics desired
by the City.
• Provide updated procedures for the processing of tentative (including
vesting tentative), parcel and final maps, certificates of compliance, lot line
adjustments, mergers, and public improvements;
• Include all provisions required by the Subdivision Map Act, and reference
the Map Act wherever appropriate;
• Effectively reference related zoning and other applicable development
regulations that must be considered in subdivision design; and
• Also include standards for condominium, townhouse, and other types of
subdivided residential projects as determined by City staff to be necessary.
Copies of the chapters will be transmitted to staff for review and the consultants
will meet with staff after their review to discuss desired changes.
PRODUCTS: Administrative draft subdivision regulations, revised definitions
— one copy.
2.7 Administrative Draft Initial Study. The consultants will prepare and submit for
staff review and comment an Administrative Draft Initial Study for the Zoning
Ordinance update, in compliance with CEQA. This will be submitted at the
same time as the general development and specific use standards prepared under
Task 2.4, and will be reviewed and discussed with staff during the same meeting
where the general development and specific use standards will be reviewed.
PRODUCTS: Administrative Draft Initial Study — one copy.
2.8 Preliminary Draft. This task will include revisions to the contents of the
administrative draft segments based on previous staff input, and preparation of
the remaining parts of the Preliminary Draft Zoning Ordinance, including a
detailed table of contents, and the inclusion of all the graphics and illustrations
Page 9
City of Lodi - Zoning Ordinance Update
Scope of Work
needed for the revised Zoning Ordinance. This task will also produce a
Preliminary Draft initial Study incorporating any revisions directed by staff after
their review of the administrative draft.
Graphics will be used throughout the Zoning Ordinance wherever they may
assist users in visualizing the meaning and applicability of development
standards, or otherwise improving understanding or ease of use. Most of the
graphics will likely be placed within Ordinance sections dealing with site
planning and related issues (e.g., parking and signs), and in the definitions. The
administrative provisions may incorporate flowcharts and other graphics if staff
and the consultants determine that the illustration of procedures would be
helpful. There will be no limit on the number of graphics incorporated into the
revised Zoning Ordinance.
We will assemble a complete Preliminary Draft Zoning Ordinance and Initial
Study, and forward copies to staff for review and comment. We will meet with
staff if necessary to review their comments and desired changes, but will handle
any needed discussion via a conference call if feasible.
PRODUCTS: Preliminary Draft Zoning Ordinance and Initial Study — one
copy.
2.9 Screencheck Draft. A Screencheck Draft Ordinance will be prepared and
provided to the City to verify that all requested changes to the Preliminary Draft
and the Preliminary Draft Initial Study have been properly completed, and that
all final graphics are acceptable.
PRODUCTS: Screencheck Draft Zoning Ordinance and Initial Study — one
COPY.
2.10 Public review draft Ordinance. A public review draft Ordinance and Initial
Study will be prepared and provided to the City for review by the City Council,
Planning Commission, and the general public during the public review/ hearing
process.
PRODUCTS: Draft �oning Ordinance and Initial Study — one copy.
Task 3 - Public Review and Adoption
Subtasks:
3.1 Public hearing notices and staff report. The consultants will assist in the
preparation of public hearing notice materials. The consultants will also prepare
the core of the Commission and Council staff reports in the form of narrative and
matrix comparisons of existing and proposed zoning districts and related
development standards.
PRODUCTS: Draft materials for incorporation into the City's staff reports —
one copy.
Page 10
City of Lodi - Zoning Ordinance Update Scope of Work
3.2 Planning Commission workshops/hearings. The consultants will attend up to
six public workshops and/or hearings with the Planning Conunission to review
the draft documents. Each workshop/hearing would be preceded by meetings
with staff to work out respective responsibilities, and review conclusions reached
at the prior meeting, to the extent that "debriefing' did not occur immediately
after the preceding meeting or later via telephone. During the workshops, the
consultants will facilitate Commission and public review, answer questions about
proposed provisions, discuss possible changes, and draft changes to specific
sections in response to staff or Commission direction, for consideration at the
later meetings.
At least two of the consultants will attend all Planning Commission
workshops/hearings, as necessary to address the specific sections being
considered by the Commission at the scheduled meeting. The estimated person
hours required for this subtask are shown on page 33.
3.3 Negative Declaration. The consultants will assist in concluding the
environmental review process for the Zoning Ordinance update by revising the
Initial Study as necessary to reflect Planning Commission changes to the Draft
Zoning Ordinance, and adding the additional information necessary for a
Negative Declaration. Recognizing that the Zoning Ordinance update was
identified as an implementation program in the General Plan, and based on the
consultants' experience with the preparation of comprehensive zoning documents
which are designed to implement the General Plan, a Negative Declaration
would be appropriate for the Zoning Ordinance update.
PRODUCTS: Draft Negative Declaration — one copy.
3.4 City Council workshops/hearings. The consultants will attend and participate
in up to four workshops/ public hearings where the City Council considers the
adoption of the revised Zoning Ordinance. It is not anticipated that the draft
documents will be revised following the Planning Commission's hearings, but
rather that an addendum containing the Commission's recommended changes
will be prepared, and the draft ordinance will be retained in its original form so
that the Council will be able to easily identify the Commission's recommended
changes. ,
At least two of the consultants will attend all City Council workshops/public
hearings, as necessary to address the specific sections being considered by the
Council at the scheduled meeting. The estimated person hours required for this
subtask are shown on page 33.
3.5 Screencheck Final Zoning Ordinance. After adoption of the Zoning Ordinance
and before its effective date, the consultants will prepare a final version,
incorporating all changes made by the City Council. The consultants will
provide screencheck version of the ordinance so that the City can verify that the -
document accurately incorporates all changes approved by the Council during
the adoption process.
PRODUCTS: Screencheck Final Ordinance — one copy.
Page 11
City of Lodi - Zoning Orainance Update
Scope of Work
3.6 Final Zoning Ordinance. The consultants will prepare a final version of the
revised Zoning Ordinance for delivery to the City, including a detailed index, for
codification and publication, incorporating any changes to the screencheck
ordinance identified by staff. The consultants will provide a camera-ready copy
of the adopted Zoning Ordinance and a diskette copy in any word processing
software preferred by the City. (It is understood that the Department currently
uses Microsoft Office 95; however the final Zoning Ordinance can be provided
in any popular word processing software preferred by the City.) All graphics
produced by the consultants will be provided in both reproducible hard copy
form and in electronic form, in any graphic software format preferred by the
City.
PRODUCTS: Final Zoning Ordinance, one camera-ready copy and a diskette
in Microsoft Office 95 or other work processing format desired
by the City staff.
3.7 Staff traininglorientation meeting. After delivery and reproduction of the final
document, the consultants will conduct an orientation for appropriate City staff
who will be primarily responsible for administration of the revised Zoning
Ordinance. The orientation will provide an overview of Ordinance organization,
and specific examples of using the Ordinance to answer public.4uestions about
zoning requirements, and to evaluate land use/ development permit applications.
The three principals will perform this subtask. The estimated person hours
required for this subtask are shown on page 33.
Task 4 - On -Line Zoning Ordinance
The consultants will produce a complete, hypertext version of the Zoning Ordinance for the
City's web site, containing all text and illustrations. The functional details of the On -Line
Zoning Ordinance and the appearance of its user interface will be worked out through
discussions with staff during the initial project meetings; however, the following describes our
suggested approach.
A user of the Zoning Ordinance website would find a scrollable hypertext table of contents
showing titles of all chapters. Anyelection would jump to the applicable page. Each page
is scrollable (pages larger than the computer screen frame can be shifted up or down to allow
viewing all parts of the page). "Forward" and "Back" buttons on the toolbar at the top of the
screen will allow moving from page to page.
Additional functions will allow: printing individual or groups of pages; saving one or more
pages to a text file; marking a page or section for future reference; and accessing a key word
index of sections. The following example illustrates the appearance of an on-line Development
Code that the consultants are currently preparing.
The website Zoning Ordinance would be produced in two tasks. A "proof of concept" version,
consisting of the user interface, search and other facilities with a demonstration portion of the
data, would be produced for staff review. A final, complete version of the website would be
produced after Council adoption of the final documents.
Page 12
City of Lodi - Zoning Ordinance Update Scope of Work
The consultants will install a test version of the software in the Community Development
Department and instruct staff on its use. Based on staff feedback from use of the test version,
the consultants will prepare final versions of the software and conduct workshops for staff on
the installation and use of the system. The consultants will remain available to answer staff
questions and correct any problems with the software for a period of one year at no additional
cost to the City.
Project Timetable
The -time schedule for the Lodi Zoning Ordinance update anticipates completion of the
preliminary draft Code within approximately 8 to 10 months following receipt of the City's
"Notice to Proceed." Our experience with other similar projects suggests that the critical path
in meeting this schedule is the time required by City staff (Planning, Attorney, Engineering,
etc.) to review the individual draft segments in order to provide direction to the consultants
for any desired changes. Adoption of the revised Zoning Ordinance and preparation of final
documents is then dependent upon the timely scheduling and completion of Planning
Commission and City Council workshops and hearings, but could be completed within a total
of 12 to 18 months as shown on the following detailed project schedule.
PROJECT SCHEDULE BY SUBTASK
Page 13
Subtasks
Tb Be Submitted1Conducted''
1 —
Project Scope Refinement and Initial Public Participation
1.1
Initial scoping meetings
Within 30 days of City's "Notice to Proceed"
1.2
Document review
During the next four+ weeks
1.3
Initial public participation, and
policy guidance workshops
Within 60 days of City's "Notice to Proceed"
1.4
Phase I report
Within 30 days following Subtask No. 1.3
1.5
Draft format and outline
description
Within 30 days following return of Subtask No. 1.4
2 — Zoning Ordinance Preparation
2.1
Zoning district provisions
Within 45 days following return of Subtask No. 1.5
2.2
Administrative provisions
Within 30 days following submittal of Subtask No. 2.1
2.3
Commission/Council policy
workshop
Within 60 days following submittal of Subtask No. 2.2
2.4
General development and specific
use standards
Within 30 days following submittal of Subtask No. 2.3
2.5
Design guidelines
Within 30 days following submittal of Subtask No. 2.3
2.6
Subdivision regulations
Within 30 days following submittal of Subtask No. 2.5
2.7
Administrative Draft Initial Study
Within 30 days following submittal of Subtask No. 2.5
2.8
Preliminary Draft Ordinance
Within 60 days following return of Subtask No. 2.5
2.9
Screencheck Draft Ordinance
Within 45 days following return of Subtask No. 2.8
Page 13
City of Lodi - Zoning Ordinance Update
Scope of Work
* Submittal dates for all drafts presumes a timely turn -around of the previously submitted
draft(s) by City staff.
V
Page 14
Subtasks
Tb Be Submitted/Conducted*
2.10
Public review draft Ordinance
Within 30 days following return of Subtask No. 2.9
3 — Public Review and Adoption
3.1
Public hearing notices/staff
report
To be determined at a later date
3.2
Planning Commission
workshops /hearings
To be determined at a later date
3.3.
Negative Declaration
To be determined at a later date
3.4
City Council workshops/hearings
To be determined at a later date
3.5
Screencheck Final Zoning
Ordinance
Following Task 3.4; to be determined at a later date
3.6
Final Zoning Ordinance
To be determined at a later date
3.7
Staff training/orientation meeting
Following Task 3.6; to be determined at a later date
4 — On-line Zoning Ordinance(To be determined at a later date)
* Submittal dates for all drafts presumes a timely turn -around of the previously submitted
draft(s) by City staff.
V
Page 14
Proposal for City of Lodi oning Ordinance Update Qualifications
4. , QUALIFICATIONS
F
A.
Team Member Profiles
Paul Crawford, AICP
A principal with Crawford Multari & Clark Associates, Paul Crawford's planning career has
focused on simplifying and clarifying land use regulations for a wide variety of cities and
counties, and on designing and implementing computer software and other office automation
tools for planning agencies. Before forming Crawford Multari & Clark, he served from 1980
to 1990 as both Director of Planning and Building for San Luis Obispo County. and Executive
Director of the San Luis Obispo Council of Governments (COG). Those positioris followed five
years of service to San Luis Obispo County in four other staff assignments, prior consulting
work, and a staff position with the City of Visalia.
His professional research interests are in the drafting of zoning, development, and subdivision
regulations and designing planning agency computer applications. His work on the San Luis
Obispo County Land Use Ordinance was recognized by an award from the California Chapter
of the American Planning Association in 1981, and his work with Crawford Multari & Clark
Associates has been recognized by six additional awards from the California Chapter of the
American Planning Association. Crawford was elected to the California Planning Roundtable
in 1993 and received the California Chapter of the American Planning Association
"Distinguished Leadership — Professional Planner for Excellence" award in 1998.
Bruce Jacobson
Principal of Jacobson & Wack, Bruce Jacobson is a land use planner and administrator with
over 27 years of planning experience. With Jacobson & Wack he has prepared numerous
zoning ordinances, subdivision ordinances, design guidelines, and development codes. Earlier
planning positions include Deputy Planning Director for San Luis Obispo County, Principal
Planner for Ventura County, and Interim Planning Director for the City of Santa Paula.
His work on the City of San Bernardino Development Code was recognized with a National
award for outstanding planning from the American Planning Association in 1992. The APA
award selection jury cited the Code's easy to use format, graphics, and straightforward (non -
legalese) language as major attributes contributing to the "user-friendly" nature of the Code.
The San Bernardino Development Code combined zoning, subdivision, design guidelines, and
hillside preservation standards into one comprehensive, internally integrated document.
's
J. Laurence Mintier, AICD
J. Laurence Mintier has nearly 25 years experience as a planner focusing on local planning
issues, As a consultant in the last 15 years, he has worked for nearly 50 cities and counties;
for more than half of these, he prepared their general plans, individual general plan elements,
or zoning codes. This work includes the Land Use Element and Housing Element for the Lodi
General Plan. �vlr• iVtintier is a recognized authority on general pians and local planning'
matters. He is a frequent instructor and speaker, and has served as a consultant or expert
witness in over 20 land use lawsuits.
APage 25
Irmpoaal for City of Lod Zoning Ordinance Update Qualifications
Prior to establishing his consulting practice in 1983, Mr. Mintier worked for the Governor's
office of Planning and Research. There he directed preparation of California's General Plan
Guidelines and 1982 revisions. Mr. Mintier also directed other major projects including the
1981 Symposium on California Planning Law, annual surveys of local planning programs, and
guidelines for local implementation of the California Coastal Act.
As staff to the Governor, Mr. Mintier developed and reviewed legislation concerning local
government organization, land use, development, and environmental issues. During the 1981-
1984 period, he served as a member of the State Planning Law Task Force and the State
planning Law Advisory Group and was actively involved in developing 1984 amendments to
the State Planning Law (AB 2038).
During his tenure with the Governor's Office, Mr. Mintier worked with and ad�tised numerous
state agencies on developing regulations, guidelines, and programs affecting local governments.
As a member of OPR's Local Government Unit, Mr. Mintier provided technical advice to local
governments and citizens statewide on plans and programs and on interpreting State Planning
Law.
B. Relevant Zoning Ordinance Experience
Members of the standing team of Crawford Multari & Clark Associates (LMCA) and Jacobson
& Wack U&W) have individually, and together, prepared over 40 zoning and development
codes, subdivision ordinances, and design guidelines documents, as both consultants and prior
city and county staff. On many previous and current projects they have teamed with Urban
Design Studio (UDS), located in Irvine. This extensive body of work includes the following
projects, some of which are work in progress.
Coastal Zoning Ordinance, City of Oxnard (J&W)
10
Coastal Zoning Ordinance, City of Guadalupe (CMCA)
Coastal Zoning Ordinance, San Luis Obispo County (Crawford)
Code of Ordinances reorganization, Moss Landing Harbor District (LMCA)
Code of Ordinances reorganization, Port San Luis Harbor District (LMCA)
Design Guidelines, City of Buellton (CMCA)
Design Guidelines, City of Desert Hot Springs (CMCA)
Design Guidelines, City of San Buenaventura (CMCA)
Design Guidelines, City of Woodland (0ICA)
Design Guidelines, County of San Luis Obispo (01 ACA)
Design Guidelines for Transit Oriented Development, County of Sacramento (Mintier)
Development Code (zoning/subdivision/design), City of Alameda G&W, UDS)
Development Code (zoning/subdivision/grading), City of Calabasas (LMCA)
Development Code (zoning/subdivision/design), City of Chico (CMCA, J&W, UDS)
Development Code (zoning/subdivision/design), City of Diamond Bar (LMCA, J&W, UDS)
Development Code (zoning/ subdivision), City of Hollister (CMCA, J&W)
Development Code (zoning/subdivision/design), City of Mission Viejo G&W, UDS)
Development Code (zoning/subdivision), City of Murrieta Q&W, UDS)
Development Code (zoning/subdivision/design), City of San Bernardino G&W, UDS)
Development Code (zoning/subdivision/design), City of Sonoma (CMCA, J&W, UDS) .
Development Code (zoning/ subdivision), City of Stockton (CMCA, J&W, UDS)
Development Code (zoning/ subdivision), County of Marin (CMCA, J&W)
Development Code, Lake Havasu City, Arizona (CMCA, J&W, UDS)
Development Code (zoning/subdivision/design), Town of Truckee ((LMCA, J&W, UDS)
Page 26
Proposal for City of Lodi • ning Ordinance Update Qualifications
Land Use Ordinance, County of San Luis Obispo (Crawford)
v \eotraditional Design Options Model Ordinance, San Luis Obispo County COG (CMCA)
Y\eotraditional Design Options Ordinance/Design Guidelines, City of Paso Robles (LMCA)
Zoning and Subdivision Ordinances, City of Huntington Park (T&W, UDS)
Zoning and Subdivision Ordinances, City of Rancho Mirage (J&W)
Zoning Ordinance, City of Alhambra (J&Wv
Zoning Ordinance, City of Buellton (CMC A)
Zoning Ordinance, City of Culver City (CyiCA, J&W, UDS)
Zoning Ordinance, City of Desert Hot Springs (CMCA, J&W)
Zoning Ordinance, City of Fillmore Q&W, UDS)
Zoning Ordinance, City of Fountain Valley (CMCA, J&W, UDS)
Zoning Ordinance, City of Gait (Mintier)
Zoning Ordinance, City of Glendora (J&W)
Zoning Ordinance, City of Healdsburg (Mintier)
Zoning Ordinance, City of Malibu (CNICA, J&W, UDS)
Zoning Ordinance, City of Manteca QvIintier)
Zoning Ordinance, City of Mountain View (LMCA, J&W)
Zoning Ordinance, City of Norwalk (CMCA, J&W, UDS)
Zoning Ordinance, City of Novato (CMCA, J&W, UDS)
Zoning Ordinance, City of Pismo Beach (CMCA, J&W, UDS)
Zoning Ordinance, City of Santa Monica (J&W)
Zoning Ordinance, City of Tustin (CMCA, J&W, UDS) ;4
Zoning Ordinance, County of Kern (.%— ntier)
Zoning Ordinance, County of Placer (CMCA)
Zoning Ordinance, Town of Loomis (Cv1CA, J&W)
Zoning Ordinance, Town of Windsor (CMCA, J&W, UDS)
Zoning Ordinance Reformatting, City of Sacramento (Mintier)
Zoning Ordinance Update Technical Assistance, City of Fairfield (CMI CA)
Zoning Ordinance Update Technical Assistance, City of Roseville (CMCA)
Sign Ordinance, City of. Buellton (CMCA)
Sign Ordinance, Cite of Modesto (CMCA)
Subdivision Ordinance, City of. Buellton (CM -CA)
Subdivision Ordinance, City of Manteca (Mintier)
Subdivision Ordinance, County of Kern (Mintier)
Subdivision Ordinance, County of Mendocino (CMCA)
C. Selected References
Our team members have worked on over 40 zoning ordinance, subdivision, and development
code projects. We encourage the City staff to contact our past and current clients to gain an
understanding and ,comfort level" regarding our ability to complete identified projects and
tasks in a timely manner, with a high level of quality and accuracy, and within the approved
budget constraints. We have never required a budget adjustment for a zoning project; unless
additional work products were requested by the staff. The following are selected and relevant
examples of these projects by team members.
City of Novato Zoning Ordinance - Crawford Multari & Clark Associates (LMCA),
Jacobson & Wack G&W), and Urban Design Studio (UDS) are preparing a
comprehensive :iodate of the Novato Zoning Ordinance, which follows the adoption of
the City's new General Plan. Paul Crawford is project manager. The update is focusing
on usability, and the integration of new regulations on sensitive habitat and other
Page 27
... ,_ .
.e-.
proposal for City of Lod Toning Ordinance Update
Qualifications
sensitive environmental and scenic resources, in compliance with the environmental
regulations of the San Francisco Bay Conservation and Development Commission
(BCDC). Work began on this project in April, 1998, and a complete administrative draft
ordinance was delivered to the City for staff review on June 30, 1998.
Contact: Alan Lazure, Principal Planner
415-897-4305
City of Calabasas Development Code - Paul Crawford prepared this City's first
Development Code including zoning, subdivision, and o ading ordinances, together
with regulations for erosion and sedimentation control consistent with NPDES
requirements. Code preparation occurred concurrently with the adoption process for
the City's new General Plan, and addressed issues of hillside development in addition
to common zoning and subdivision topics. The new code was adopted by the City in
July, 1998.
Contact: Marilyn Miller, AICP, Senior Planner
Citv of Calabasas
818-878-425
City of Chico Development Code (CMCA, J&W, UDS) - Working with Urban Design
Studio (LIDS), Crawford and Jacobson are preparing comprehensive revisions to the
Citv's Zoning and Subdivision Ordinances following the adoption 6f a new General
Plan, and the integration into the Development Code of new community design
guidelines. Besides implementing new General Plan policies involving compact urban
form and other community design issues, the update emphasizes logical organization
and ease of use, as well as streamlining the development review process.
Contact: Pam Figge, Senior Planner
City of Chico
916-895-4851
City of Fillmore Zoning Ordinance (J&W, UDS) - Completed a new Zoning Ordinance
for a small, mature City devastated by the 1994 Northridge earthquake.
Contact: J. Anthony Perez, Associate Planner
City of Fillmore (now with the City of Camarillo)
805-388-5357 V
Marin County Development Code (CMCA, J&W) - Revising the County's zoning and
subdivision ordinances into a comprehensive Development Code, including regulations
for development within the Coastal Zone. Issues addressed range from standards for
high quality urban development, to agricultural land preservation, to development
within environmentally sensitive areas subject to the different requirements of the
California Coastal Commission and the San Francisco Bav Conservation and
Development Commission (BCDQ.
Contact: Scott Davidson, AICD, Planning Manager
Marin County Community Development Agency
413-499-7880
Page 28
M
9
hooanal foe City of Lod- Zoning Ordinance Update
Qualifications
City of Murrieta Development Code (T&W, UDS) - Prepared a comprehensive
Development Code, incorporating zoning, subdivision, and City-wide design guidelines
into an integrated document.
Contact Patti Nahill, Senior Planner
City of Murrieta
909-698-1040
Placer County Zoning Ordinance (C14CA) - Paul Crawford completed a reorganization
and reformatting of the County's outdated Zoning Ordinance, including consolidation
and redefinition of existing zoning districts, and the retention of some existing
requirements and standards, all with extensive rewriting to improve clarity and
understanding_ The ordinance deals with land use and development in unincorporated
urban communities and rural areas from the San Joaquin Valley floor to the Sierra
around Lake Tahoe. The standards dealt with a range of issues from senior citizen
housing projects within urban areas, to high-tech business parks, to ski resort facilities.
Contact: Fred Yeager, Planning Director
Placer County Planning Department
916-889-7470
City of San Bernardino Development Code (J&W, UDS) - Prepared comprehensive
Development Code, incorporating zoning, subdivision, and City-wide design guidelines
into an integrated, easy-to-use document. Hillside development and ridgeline protection
were among the many issues addressed. The project received the National APA
Outstanding Planning Award for Plan Implementation in 1992.
Contact: Valerie Ross, Principal Planner
City of San Bernardino
909-384-3057
City of Stockton Development Code (J&W, UDS, CVICA) - Preparing a comprehensive
Development Code, incorporating zoning and subdivision regulations into an integrated
document.
Contact: Dianne Keil Smith, Senior Planner
Citv of Stockton
209-937-8340 �
Town of Truckee Development Code (LMCA, J&W, UDS) - Preparing this High Sierra
Town's first zoning and subdivision regulations, and design guidelines after its
incorporation. The draft Code is currently being reviewed by the Planning Commission.
Contact: Tonv Lashbrook, Community Development Director
Town of Truckee
916-582-7876
Page 29
of
Proposal for City of Loc Zoning Ordinance Update Qualifications
D. Advantages of Team
We believe that our team of professionals offers the City of Lodi an ideal combination of
background and expertise for preparing all components of the Zoning Ordinance update. Our
knowledge and experience will ensure that all documents produced will not only be of high
technical quality, but are also designed to be "user-friendly", clear, practical, understandable,
and easily administered. All'team members have strong reputations for producing timely,
high-quality work. We believe that our team offers the following advantages:
Significant experience with the drafting and adoption of integrated zoning and
subdivision ordinances, development codes, and other types of development regulations
and assodated public participation efforts. The City of San Bernardino Development
Code, completed by Jacobson & Wack and UDS, received a national award from the
American Planning Association, and team members have also received numerous
awards from the California Chapter of the APA. These demonstrate our ability to create
solutions to zoning and planning problems that are both innovative and practical.
Extensive "hands on" experience with all levels of zoning and subdivision ordinance
administration, ranging from answering zoning inquiries at the "front counter," to the
processing of land use permit applications and preparation of staff reports, to division
and department management. We have personally drafted zoning, subdivision, grading,
and building ordinances, and then been responsible for the administration and
enforcement of those regulations. We understand the wide array of day -today issues
staff must address in ordinance administration, and the needs of the public for timely,
accurate responses to their questions.
Besides our past experience, our work in zoning and subdivision ordinance
administration is ongoing for several public agency clients. Therefore, our ordinance
drafting reflects hands-on experience, and understanding of current needs and trends
within planning and community development departments, and is not simply an
academic or theoretical exercise based on working with codes at some point in the past.
• Acknowledged experience with successful public participation and outreach programs,
including public workshops, publicity, and notice materials of all types.
• We regularly share our experiences with, and perspectives on zoning and subdivision
ordinance preparation and administration through two professional development
courses: Redesigning the Zoning Ordinance, at UC Davis Extension, and Designing and
Implementing Effective Zoning Ordinances, at UCLA Extension.
• Our established, effective working relationships as a consultant team, developed from
numerous previous projects; enable us to provide efficient and cost-effective services.
• Our emphasis on project principals actually drafting our zoning and subdivision
ordinances and development codes, ensuring that our products reflect the most
extensive experience and informed analysis.
• Our familiarity with Lodi as a result of Larry Mintier's work on the City's General Plan.
• Extensive technology resources and expertise, including GIS (Arc/Info, ArcView, and
Atlas*GIS), CAD and computer graphics, and internet website development. We have
Page 30
Proposal for City of Lod toning Ordinance Update Qualifications
prepared zoning maps for several communities, and have provided both CAD and GLS
mapping for several counties. Paul Crawford is currently developing World Wide Web
versions of Zoning Ordinances for the cities of Culver City, Diamond Bar, and soon
Stockton, and is webmaster for the California Planning Roundtable and UC Merced
University Community Concept Planning Process websites.
Page 31