D E T AI L E D W O RK PLAN The purpose of this project is to provide a strategy and opportunity for the integration of the Valley Blueprint and its 12 Smart Growth Principles into the General Plans and zoning ordinances of willing small cities in the San Joaquin Valley. Our strategy, which will be in a detailed report entitled Blueprint Principles Integration Report, will build on the previous work completed by the eight San Joaquin Valley RPAs in developing the San Joaquin Valley Blueprint. This work includes a San Joaquin Valley (SJV) Blueprint Planning Process Summary Report, the SJV Blueprint Guidance Framework, and the SJV Blueprint - Web-based Planners Toolkit. The foundation of these planning documents is based on the 12 Smart Growth Principles contained in the SJV Blueprint. The pessimist complains about the wind. The optimist expects it to change. A leader adjusts the sails. J. Maxwell Outlined here is our detailed work plan for accomplishing the goal of getting the Valley Blueprint and its 12 Smart Growth Principles into the General Plans and zoning ordinances of the Valley s small cities. The provided work plan incorporates the goals and deliverables of the program tasks outlined in Attachment D of the RFP, but with changes based on our experience and knowledge that will best achieve the goal of integrating the Blueprint Growth Principles. The schedule for each task is included in Attachment E. TASK 1 KICK-OFF MEETING WITH FRESNO COG, MONTHLY PROGRESS REPORTING AND CONTRACT MANAGEMENT The URS Team will meet with the FCOG Project Manager to refine the scope of services, expectations, roles and responsibilities, format for reports and other deliverables, and develop a tool for assessing General Plan consistency with the Blueprint Principals. Blueprint Consistency Assessment Tool. Meeting notes to document decisions (could include agreed report formats, due dates for deliverables, next steps, and other items). Monthly Progress Reports submitted with project invoices. Monthly reports will include descriptions of work tasks completed that month and identify any issues that may affect the project schedule or deliverables. Draft Quarterly Status Reports to California Department of Conservation. URS will provide draft Quarterly reports to the FCOG Project Manager to assist with this submittal requirement. TASK 2 PRELIMINARY NEEDS ASSESSMENT AND TRIAGE The URS Team will contact city planning staffs and use our contacts in the 46 cities to assess their temperament, ability, and assistance needs towards implementing the Blueprint principals, in addition to an assessment and rating of their General Plan for its consistency with the Blueprint principles. The intent of this first step is to conduct triage with the 46 cities to assess their desire and need to participate, and the anticipated level of effort needed to assist each city in integrating the Blueprint in their planning documents. We will also assess staff interest in attending Valley-wide workshops and the best format and content at those workshops to achieve the most benefit to them. Page 5
General Plan Consistency Report. This report will be in table format assessing the following for each city: expected participation; General Plan consistency rating; anticipated level of effort and type of assistance needed. Type of assistance could range from providing Blueprint Toolkit tools, to presentations to local leaders, to drafting new General Plan policies to address specific city needs. TASK 3 PREPARE BEST LOCAL PRACTICES MENU OF OPTIONS Based on our initial triage, discussions in Task 2, and assessment of existing Blueprint tools, Best Local Practices Options will be developed to incorporate the Blueprint Principals into General Plans and zoning codes, coordinating to the various levels of participation identified in Task 2. Tools to be developed could include a series of regional templates including resolutions, zoning ordinances, focused amendments, a general Guide Book for Blueprint Incorporation, and a guide on how to use the web-based toolkit. We will focus on examples of projects and policies successfully used in other Valley jurisdictions not things that have been built in the Bay Area or LA. Best Local Practices Menu of Options for Blueprint Integration. TASK 4 COORDINATE WORKSHOPS AND TRAINING URS and our Circuit Planners will assist FCOG with coordination on a series of workshops and training on primary implementation issues with the blueprint and instruction on the blueprint toolkit development and use. Our focus audience will be city planners, planning commissioners, and interested council/board members. Workshops will be held in each of the eight counties with one Valley-wide workshop. Input from the local cities and RPAs, as discussed in Task 2, will help us determine the best format and timing of these workshops so they will gain the most benefit from them. Options for organizing these meetings to reduce demand on local staff and leaders time would be to coordinate these workshops with an RPA Board meeting as an agenda item, a workshop before or after the formal hearing, or in lieu of the Board meeting. The Valley-wide workshop could be integrated with a Regional Policy Council meeting or as part of an existing valley-wide event such as the California Partnership Summit or coordinating with a Compact Cities event. URS will work with the FCOG Project Manager to decide on the best approach for each RPA and for the Valley-wide workshop. Develop, organize, and conduct workshops for each of the eight counties and one Valley-wide workshop. It is assumed similar formats and materials will be used for the eight county workshops. TASK 5 PROVIDE CIRCUIT PLANNERS TO THE SMALL CITIES The listed Circuit Planners on the URS Team, with support and assistance from URS, will provide individual assistance to the small cities requesting assistance to incorporate the Blueprint Principles in their General Plans, zoning codes, development guidelines, or other planning documents. As our Circuit Planners develop individual General Plan elements or modify existing policies, these will become new tools added to the SJV Blueprint Roadmap web-based toolkit. As part of this task, we will develop programs for advertising and promoting the SJV Blueprint Roadmap web-based toolkit. Page 6
Individual General Plan, zoning code, or other planning documentation that integrates the Blueprint Principals. The individual documents will be incorporated into the SJV Blueprint Roadmap web-based toolkit. Promotional program for the SJV Blueprint Roadmap web-based toolkit. TASK 6 PREPARE A TECHNICAL MEMORANDUM FOR SUB-TASK FINDINGS AND RECOMMENDATIONS Based on our Circuit Planner work and feedback from the workshops and other tasks, we will develop findings and recommendations for continuation of and future implementation of the Blueprint Principals. This task will provide assistance for submitting a second round grant application for future funding. Technical memorandum summarizing the sub-task findings and recommendations, and recommendations for future grant funding and opportunities. TASK 7 PREPARE DRAFT AND FINAL SUMMARY REPORTS OF THE WORK COMPLETED THAT INCLUDES SUB-TASK FINDINGS AND RECOMMENDATIONS The report will be provided in original program format and in pdf. Propagate web-based Blueprint Toolkit. Draft and final summary reports of the work completed that include subtask findings and recommendations. The report will be provided in original program format, in pdf, and on disk in MS Office 2003 formats. Page 7
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M AN AG E M ENT AP P RO AC H URS will provide management services for the project and the Circuit Planners, as illustrated in our organizational chart (Figure 2). No substitutions of the identified project manager, project team, or circuit planners will take place without prior approval of FCOG. 2 Figure - Organizational Chart Bob Lagomarsino, AICP, is our proposed Project Manager for this project. He will be the main point of contact for the FCOG and oversee the entire URS Blueprint Integration Team, including coordination and management of our Circuit Planners and ensuring all work is completed on time and within budget and that monthly invoices are accurate and include a monthly progress report. Page 9
Blueprint Integration Cost Schedule Task. 2 Preliminary Needs Task 3. Best Management Task 1. Kick Off Meeting Assessment Menu Task 4. Workshop Task 5. Circuit Planner Assistance Task 6. Technical Memorandum Task 7.Summary Report Personnel Classification Proposed Rates 5.00 Hours Cost Hours Cost Hours Cost Hours Cost Hours Cost Hours Cost Hours Cost Hours Cost Kiersti Ford Clerk 34 24 811 0 0 0 0 0 0 24 811 Sally Perdue Project Assistant 84 40 3,344 0 0 0 0 0 8 669 48 4,012 Biller Project Assistant/biller 65 48 3,110 0 0 0 0 0 0 48 3,110 Evelyn Esclera Staff Profession 70 0 0 0 40 2,789 0 0 0 40 2,789 Cheryl Lehn Senior Professional 110 0 0 0 24 2,644 0 0 0 24 2,644 Antonio Molina Professional 94 0 12 1,130 12 1,130 24 2,260 0 0 0 48 4,520 Sustainablility Professional Senior Project Professional 147 0 0 10 1,470 0 0 24 3,528 0 34 4,998 Eric VonBerg Senior Project Professional 146 60 8,784 80 11,712 80 11,712 160 23,424 120 17,568 60 8,784 60 8,784 620 90,768 Bob Lagomarsino 160 48 7,658 30 4,786 30 4,786 60 9,573 68 10,849 30 4,786 32 5,105 298 47,544 Bart Bohn Principal Professional I 182 4 730 0 0 0 4 730 0 4 730 12 2,190 Labor Total 224 24,437 122 17,628 140 20,274 308 40,689 192 29,147 114 17,098 104 15,288 1204 164,563 Subcontractors: Borchard & Johnston Labor, Materials, Travel, and Other Expenses 0.00 90,000 Land Use Associates Labor, Materials, Travel, and Other Expenses 0.00 90,000 Collins & Schoettler Labor, Materials, Travel, and Other Expenses 0.00 90,000 Subcontractor's Labor, Materials, Travel, and Other Expenses 270,000 URS Markup 10.00% 300 1,350 300 300 20,250 Subcontractors with Markup 3,300 14,850 3,300 3,300 290,250 22,500 292,500 Other Expenses: Glossy Color Posters 25.00 0 0 0 10 250 0 0 0 10 250 Subtotal Expenses 250 250 Markup (%) 10.00% 25 25 Other Expenses with Markup 275 275 Travel: /mi Round Trip 0.50 500 250 500 250.00 0 1000 500 1000 500 100 50 0 3100 1,550 Subtotal Travel 250 250.00 500 500 50 1,550 Markup (%) 10.00% 25 25.00 50 50 5 155 Travel with Markup 275 275.00 550 550 55 1,705 Project Subtotal 28,012 32,753 23,574 44,814 319,947 17,153 15,288 Total 459,043