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R-1504 - 10/27/2015 - CONTRACTS - Resolutions RESOLUTION 2015-ZO-ORD-CNSLT-R-1504 A RESOLUTION APPROVING AND AUTHORIZING THE AWARD OF A CONTRACT TO TESKA, INC. FOR ZONING ORDINANCE CONSULTING SERVICES WHEREAS, the Village desires to retain a planning firm to assist the Village in updating the Zoning Ordinance of the Village of Oak Brook, Illinois of 1966,"as amended ("Services'j; and WHEREAS, the Village issued a request for proposals to provide the Village with the Services ("RFP"); and WHEREAS, the Village received four proposals from firms desiring to provide the Village with the Services; and WHEREAS, after evaluating the proposals, the Village has determined that Teska Associates, Inc, of Evanston, Illinois ("Teska'l presented the best overall value to the Village based on factors including, without limitation, price, qualifications, and the understanding of the Village's needs; and WHEREAS, the Village desires to enter into an agreement with Teska to provide the Services for $78,200.00, which agreement is attached to this Resolution as Exhibit A("Agreement'j; and WHEREAS, the President and Board of Trustees have determined that it is in the best interests of the Village to enter into the Agreement with Teska; NOW THEREFORE, BE IT RESOLVED BY THE PRESIDENT AND BOARD OF TRUSTEES OF THE VILLAGE OF OAK BROOK, DU PAGE AND COOK COUNTIES, ILLINOIS as follows: Section 1: Recitals. The foregoing recitals are hereby incorporated into, and made a part of, this Resolution as the findings of the President and Board of Trustees of the Village of Oak Brook. Section 2: Approval of Agreement. The President and Board of Trustees hereby approve the Agreement with Teska in substantially the same form as attached as Exhibit A, and in a final form approved by the Village Attorney. Section 3: Execution of Agreement. The Village Manager and Village Clerk shall be, and hereby are, authorized to execute the Agreement between the Village and Teska after receipt of the final Agreement fully executed by Teska. Section 4: Effective Date. This Resolution shall be in full force and effect upon passage and approval in the manner provided by law. [SIGNATURE PAGE FOLLOWS] Resolution 2015-ZO-ORD-CNSLT-R-1504 Authorizing Award of Contract for Zoning Ordinance Consulting Srvcs. Page 2 of 3 APPROVED THIS 27th day of October, 2015 Gopal G. Lalmalani Village President PASSED THIS 27th day of October, 2015 Ayes: Trustees Adler, Baar, Manzo, Moy, Tiesenga, Yusuf Nays: None Absent: None ATTEST: 1 00 110 1110 Charlotte K. Pruss sei.. ...e- Village Clerk Resolution 2015-ZO-ORD-CNSLT-R-1504 Authorizing Award of Contract for Zoning Ordinance Consulting Srvcs. Page 3 of 3 EXHIBIT A VILLAGE OF OAK BROOK PROFESSIONAL SERVICES AGREEMENT its PROFESSI NAL SERVICES AGREEMENT ("Agreement'l is dated as of the l`-'day of 2015, and is by and between the VILLAGE OF OAK BROOK, an Illinois municipal corporation ("Village"), and the Consultant identified in Section 1.A of this Agreement. IN CONSIDERATION OF the recitals and the mutual covenants and agreements set forth in this Agreement, and pursuant to the Village's statutory powers, the parties agree as follows: SECTION 1. CONSULTANT. A. Engagement of Consultant. The Village desires to engage the Consultant identified below to perform and to provide all necessary professional consulting services to perform the work in connection with the project identified below: Consultant Name ("Consultant'): Teska Associates, Inc. Address: 627 Grove Street, Evanston, Illinois 60201 Telephone No.: 847-869-2015 Email: ksavoy @teskaassociates.com Project Name/Description: Oak Brook Zoning Ordinance Consulting Planning Services Agreement Amount: .$78,200 B. Proiect Description. To provide the consulting services to assist the Village in updating its zoning ordinance, which Services include creating a project website, the creation of a community newsletter, and assisting the Village in hosting a community open house, all as more fully described in the proposal dated August 14, 2015 attached to this Agreement as Exhibit A ("Proposal's and the Optional Tasks Cost Estimate dated October 16, 2015 as Exhibit B ('Optional Tasks ) (collectively, the ""Services'. C. Representations of Consultant. The Consultant represents that it is financially solvent, has the necessary financial resources, and is sufficiently experienced and competent to perform and complete the consulting services that are set forth in the Proposal and this Agreement in a manner consistent with the standards of professional practice by recognized consulting firms providing services of a similar nature. d ,i` to roan l� s� SECTION 2. SCOPE OF SERVICES. A. Retention of the Consultant. The Village retains the Consultant to perform, and the Consultant agrees to perform, the Services. B. Services. The Consultant shall provide the Services pursuant to the terms and conditions of this Agreement. C. Commencement; Term. The Consultant shall commence the Services immediately upon receipt of written notice from the Village that this Agreement has been fully executed by the Parties ("Commencement Date'. The Consultant shall diligently and continuously prosecute the Services until the completion of the Services or upon termination of this Agreement by the Village, but in no event later than the date that is 94 months after the Commencement Date ("Time of Performance"). D. Reporting_. The Consultant shall regularly report to the Village Manager, or his designee, regarding the progress of the Services during the term of this Agreement. SECTION 3. COMPENSATION AND METHOD OF PAYMENT. A. Agreement Amount. The total amount paid by the Village for the Services, (including the Optional Services) pursuant to this Agreement shall not exceed the amount identified as the Agreement Amount in Section 1.A of this Agreement. No claim for additional compensation shall be valid unless made in accordance with Sections 3.D or 3.E of this Agreement. B. Invoices and Payment. The Consultant shall submit invoices in an approved format to the Village for costs incurred by the Consultant in performing the Services. The amount billed in each invoice for the Services shall be based solely upon the rates set forth in the Proposal. The Village shall pay to the Consultant the amount billed within 60 days after receiving such an invoice. C. Records. The Consultant shall maintain records showing actual time devoted and costs incurred, and shall permit the Village to inspect and audit all data and records of the Consultant for work done pursuant to this Agreement. The records shall be made available to the Village at reasonable times during the term of this Agreement, and for one year after the termination of this Agreement. D. Claim In Addition To Agreement Amount 1. The Consultant shall provide Written notice to the Village of any claim for additional compensation as a result of action taken by the Village, within 15 days after the occurrence of such action. 2. The Consultant acknowledges and agrees that: (a) the provision of written notice pursuant to Section 3.D.1 of this Agreement shall not be deemed or interpreted as entitling the Consultant to any additional compensation; and (b) any 2 #37579613 vl SECTION 2. SCOPE OF SERVICES. A. Retention of the Consultant. The Village retains the Consultant to perform, and the Consultant agrees to perform, the Services. B. Services. The Consultant shall provide the Services pursuant to the terms and conditions of this Agreement. C. Commencement; Term. The Consultant shall commence the Services immediately upon receipt of written notice from the Village that this Agreement has been fully executed by the Parties ("Commencement Date'. The Consultant shall diligently and continuously prosecute the Services until the completion of the Services or upon termination of this Agreement by the Village, but in no event later than the date that is 14 months after the Commencement Date ("Time of Performance"). D. Reporting. The Consultant shall regularly report to the Village Manager, or his designee, regarding the progress of the Services during the term of this Agreement. SECTION 3. COMPENSATION AND METHOD OF PAYMENT. A. Agreement Amount. The total amount paid by the Village for the Services, (including the Optional Services) pursuant to this Agreement shall not exceed the amount identified as the Agreement Amount in Section 1.A of this Agreement. No claim for additional compensation shall be valid unless made in accordance with Sections 3.D or 3.E of this Agreement. B. Invoices and Payment. The Consultant shall submit invoices in an approved format to the Village for costs incurred by the Consultant in performing the Services. The amount billed in each invoice for the Services shall be based solely upon the rates set forth in the Proposal. The Village shall pay to the Consultant the amount billed within 60 days after receiving such an invoice. C. Records. The Consultant shall maintain records showing actual time devoted and costs incurred, and shall permit the Village to inspect and audit all data and records of the Consultant for work done pursuant to this Agreement. The records shall be made available to the Village at reasonable times during the term of this Agreement, and for one year after the termination of this Agreement. D. Claim In Addition To Agreement Amount. 1. The Consultant shall provide written notice to the Village of any claim for additional compensation as a result of action taken by the Village, within 15 days after the occurrence of such action. 2. The Consultant acknowledges and agrees that: (a) the provision of written notice pursuant to Section 3.D.1 of this Agreement shall not be deemed or interpreted as entitling the Consultant to any additional compensation; and (b) any 2 #37579613 vl changes in the Agreement Amount shall be valid only upon written amendment pursuant to Section 8.A of this Agreement. 3. Regardless of the decision of the Village relative to a claim submitted by the Consultant, the Consultant shall proceed with all of the work required to complete the Services under this Agreement, as determined by the Village, without interruption. E. Additional Services. The Consultant acknowledges and agrees that the Village shall not be liable for any costs incurred by the Consultant in connection with any services provided by the Consultant that are outside the scope of this Agreement ("Additional Services', regardless of whether such Additional Services are requested or directed by the Village, except upon the prior written consent of the Village. F. Taxes, Benefits, and Royalties. Each payment by the Village to the Consultant includes all applicable federal, state, and Village taxes of every kind and nature applicable to the Services, as well as all taxes, contributions, and premiums for unemployment insurance, old age or retirement benefits, pensions, annuities, or similar benefits, and all costs, royalties, and fees arising from the use on, or the incorporation into, the Services, of patented or copyrighted equipment, materials, supplies, tools, appliances, devices, processes, or inventions. All claims or rights to claim additional compensation by reason of the payment of any such tax, contribution, premium, cost, royalty, or fee are hereby waived and released by the Consultant. G. Final Acceptance. The Services, or, if the Services are to be performed in separate phases, each phase of the Services, shall be considered complete on the date of final written acceptance by the Village of the Services or each phase of the Services, as the case may be, which acceptance shall not be unreasonably withheld or delayed. SECTION 4. PERSONNEL; SUBCONTRACTORS. A. Key Project Personnel. The Key Project Personnel identified in the Proposal shall be primarily responsible for carrying out the Services on behalf of the Consultant. The Key Project Personnel shall not be changed without the Village's prior written approval. B. Availability of Personnel. The Consultant shall provide all personnel necessary to complete the Services including, without limitation, any Key Project Personnel identified in this Agreement. The Consultant shall notify the Village as soon as practicable prior to terminating the employment of, reassigning, or receiving notice of the resignation of, any Key Project Personnel. The Consultant shall have no claim for damages and shall not bill the Village for additional time and materials charges as the result of any portion of the Services which must be duplicated or redone due to such termination or for any delay or extension of the Time of Performance as a result of any such termination, reassignment, or resignation. C. Approval and Use of Subcontractors. The Consultant shall perform the Services with its own personnel and under the management, supervision, and control of #37579613_vl its own organization unless otherwise approved in advance by the Village in writing. All subcontractors and subcontracts used by the Consultant shall be acceptable to, and approved in advance by, the Village. The Village's approval of any subcontractor or subcontract shall not relieve the Consultant of full responsibility and liability for the provision, performance, and completion of the Services as required by this Agreement. All Services performed under any subcontract shall be subject to all of the provisions of this Agreement in the same manner as if performed by employees of the Consultant. For purposes of this Agreement, the term "Consultant" shall be deemed also to refer to all subcontractors of the Consultant, and every subcontract shall include a provision binding the subcontractor to all provisions of this Agreement. D. Removal of Personnel and Subcontractors. If any personnel or subcontractor fails to perform the Services in a manner satisfactory to the Village and consistent with commonly accepted professional practices, the Consultant shall immediately upon notice from the Village remove and replace such personnel or subcontractor. The Consultant shall have no claim for damages, for compensation in excess of the amount contained in this Agreement, or for a delay or extension of the Time of Performance as a result of any such removal or replacement. SECTION 5. CONFIDENTIAL INFORMATION. A. Confidential Information. The term "Confidential Information"shall mean information in the possession or under the control of the Village relating to the technical, business, or corporate affairs of the Village; Village property; user information, including, without limitation, any information pertaining to usage of the Village's computer system, including and without limitation, any information obtained from server logs or other records of electronic or machine readable form; and the existence of, and terms and conditions of, this Agreement. Village Confidential Information shall not include information that can be demonstrated: (1) to have been rightfully in the possession of the Consultant from a source other than the Village prior to the time of disclosure of such information to the Consultant pursuant to this Agreement ("Time of Disclosure'; (2) to have been in the public domain prior to the Time of Disclosure; (3) to have become part of the public domain after the Time of Disclosure by a publication or by any other means except an unauthorized act or omission or breach of this Agreement on the part of the Consultant or the Village; or (4) to have been supplied to the Consultant after the Time of Disclosure without restriction by a third party who is under no obligation to the Village to maintain such information in confidence. B. No Disclosure of Confidential Information by the Consultant. The Consultant acknowledges that it shall, in performing the Services for the Village under this Agreement, have access, or be directly or indirectly exposed, to Confidential Information. The Consultant shall hold confidential all Confidential Information and shall not disclose or use such Confidential Information without the express prior written consent of the Village. The Consultant shall use reasonable measures at least as strict as those the Consultant uses to protect its own confidential information. Such measures shall include, without limitation, requiring employees and subcontractors of 4 #37579613 vl the Consultant to execute a non-disclosure agreement before obtaining access to Confidential Information. SECTION 6. STANDARD OF SERVICES AND INDEMNIFICATION. A. Representation and Certification of Services. The Consultant represents and certifies that the Services shall be performed in accordance with the standards of professional practice, care, and diligence practiced by recognized consulting firms in performing services of a similar nature in existence at the Time of Performance. The representations and certifications expressed shall be in addition to any other representations and certifications expressed in this Agreement, or expressed or implied by law, which are hereby reserved unto the Village. B. Indemnification. The Consultant shall, and does hereby agree to, indemnify, save harmless, and defend the Village against all damages, liability, claims, losses, and expenses (including attorneys' fees) that may arise, or be found to have arisen, out of or in connection with the Consultant's negligent performance of, or failure to perform, the Services or any part thereof, or any negligent failure to meet the representations and certifications set forth in Section 6.A of this Agreement. C. Insurance. The Consultant shall provide, at its sole cost and expense, liability insurance in the aggregate amount of $1,000,000, which insurance shall include, without limitation, protection for all activities associated with the Services. The insurance shall be for a minimum of $1,000,000 per occurrence for bodily injury and $1,000,000 per occurrence for property damage. The Consultant shall cause the Village to be named as an additional insured on the insurance policy described in this Section 6.C. Not later than 10 days after the Commencement Date, the Consultant shall provide the Village with either: (a) a copy of the entire insurance policy; or (b) a Certificate of Insurance along with a letter from the broker issuing the insurance policy to the effect that the Certificate accurately reflects the contents of the insurance policy. The insurance coverages and limits set forth in this Section 6.0 shall be deemed to be minimum coverages and limits, and shall not be construed in any way as a limitation on the Consultant's duty to carry adequate insurance or on the Consultant's liability for losses or damages under this Agreement. D. No Personal Liability. No elected or appointed official or employee of the Village shall be personally liable, in law or in contract, to the Consultant as the result of the execution of this Agreement. 5 #37579613 vl SECTION 7. CONSULTANT AGREEMENT GENERAL PROVISIONS. A. Relationship of the Parties. The Consultant shall act as an independent contractor in providing and performing the Services. Nothing in, nor done pursuant to, this Agreement shall be construed: (1) to create the relationship of principal and agent, employer and employee, partners, or joint venturers between the Village and Consultant; or (2) to create any relationship between the Village and any subcontractor of the Consultant. B. Conflict of Interest. The Consultant represents and certifies that, to the best of its knowledge: (1) no elected or appointed Village official, employee or agent has a personal financial interest in the business of the Consultant or in this Agreement, or has personally received payment or other consideration for this Agreement; (2) as of the date of this Agreement, neither Consultant nor any person employed or associated with Consultant has any interest that would conflict in any manner or degree with the performance of the obligations under this Agreement; and (3) neither Consultant nor any person employed by or associated with Consultant shall at any time during the term of this Agreement obtain or acquire any interest that would conflict in any manner or degree with the performance of the obligations under this Agreement. C. No Collusion. The Consultant represents and certifies that the Consultant is not barred from contracting with a unit of state or local government as a result of: (1) a delinquency in the payment of any tax administered by the Illinois Department of Revenue, unless the Consultant is contesting, in accordance with the procedures established by the appropriate revenue act, its liability for the tax or the amount of the tax, as set forth in Section 11-42.1-1 et seq. of the Illinois Municipal Code, 65 ILCS 5/11-42.1-1 et seq.; or (2) a violation of either Section 33E-3 or Section 33E-4 of Article 33E of the Criminal Code of 1961, 720 ILCS 5/33E-1 et seq. The Consultant represents that the only persons, firms, or corporations interested in this Agreement as principals are those disclosed to the Village prior to the execution of this Agreement, and that this Agreement is made without collusion with any other person, firm, or corporation. If at any time it shall be found that the Consultant has, in procuring this Agreement, colluded with any other person, firm, or corporation, then the Consultant shall be liable to the Village for all loss or damage that the Village may suffer, and this Agreement shall, at the Village's option, be null and void. D. Termination. Notwithstanding any other provision hereof, the Village may terminate this Agreement at any time upon 15 days written notice to the Consultant. In the event that this Agreement is so terminated, the Consultant shall be paid for Services actually performed and reimbursable expenses actually incurred, if any, prior to termination, not exceeding the value of the Services completed, which shall be determined on the basis of the rates set forth in the Proposal E. Compliance With Laws and Grants. 1. Compliance with Laws. The Consultant shall give all notices, pay all fees, and take all other action that may be necessary to ensure that the Services are 6 #37579613 vl - l provided, performed, and completed in accordance with all required governmental permits, licenses, or other approvals and authorizations that may be required in connection with providing, performing, and completing the Services, and with all applicable statutes, ordinances, rules, and regulations, including, without limitation: any applicable prevailing wage laws; the Fair Labor Standards Act; any statutes regarding qualification to do business; any statutes requiring preference to laborers of specified classes; any statutes prohibiting discrimination because of, or requiring affirmative action based on, race, creed, color, national origin, age, sex, or other prohibited classification, including, without limitation, the Americans with Disabilities Act of 1990, 42 U.S.C. §§ 12101 et seq., and the Illinois Human Rights Act, 775 ILCS 5/1-101 et seq. The Consultant shall also comply with all conditions of any federal, state, or local grant received by the Village or the Consultant with respect to this Agreement or the Services. Further, the Consultant shall have a written sexual harassment policy in compliance with Section 2-105 of the Illinois Human Rights Act. 2. Liability for Noncompliance. The Consultant shall be solely liable for any fines or civil penalties that are imposed by any governmental or quasi- governmental agency or body that may arise, or be alleged to have arisen, out of or in connection with the Consultant's, or any of its subcontractors, performance of, or failure to perform, the Services or any part thereof. 3. Required Provisions. Every provision of law required by law to be inserted into this Agreement shall be deemed to be inserted herein. F. Default. If it should appear at any time that the Consultant has failed or refused to prosecute, or has delayed in the prosecution of, the Services with diligence at a rate that assures completion of the Services in full compliance with the requirements of this Agreement, or has otherwise failed, refused, or delayed to perform or satisfy the Services or any other requirement of this Agreement ("Event of Default'}, and fails to cure any such Event of Default within ten business days after the Consultant's receipt of written notice of such Event of Default from the Village, then the Village shall have the right, without prejudice to any other remedies provided by law or equity, to pursue any one or more of the following remedies: 1. Cure by Consultant. The Village may require the Consultant, within a reasonable time, to complete or correct all or any part of the Services that are the subject of the Event of Default; and to take any or all other action necessary to bring the Consultant and the Services into compliance with this Agreement. 2. Termination of Agreement by Village. The Village may terminate this Agreement without liability for further payment of amounts due or to become due under this Agreement after the effective date of termination. 3. Withholding of Payment by Village. The Village may withhold from any payment, whether or not previously approved, or may recover from the Consultant, any and all costs, including attorneys' fees and administrative expenses, incurred by the #37579613 v1 i i Village as the result of any Event of Default by the Consultant or as a result of actions taken by the Village in response to any Event of Default by the Consultant. G. No Additional Obligation. The Parties acknowledge and agree that the Village is under no obligation under this Agreement or otherwise to negotiate or enter into any other or additional contracts or agreements with the Consultant or with any vendor solicited or recommended by the Consultant. H. Village Council Authority. Notwithstanding any provision of this Agreement, any negotiations or agreements with, or representations by the Consultant to, vendors shall be subject to the approval of the Village Council. For purposes of this Section 7.H, "vendors" shall mean entities engaged in subcontracts for the provision of additional services directly to the Village. The Village shall not be liable to any vendor or third party for any agreements made by the Consultant without the knowledge and approval of the Village Council. I. Mutual Cooperation. The Village agrees to cooperate with the Consultant in the performance of the Services, including meeting with the Consultant and providing the Consultant with such non-confidential information that the Village may have that may be relevant and helpful to the Consultant's performance of the Services. The Consultant agrees to cooperate with the Village in the performance and completion of the Services and with any other consultants engaged by the Village. J. News Releases. The Consultant shall not issue any news releases, advertisements, or other public statements regarding the Services without the prior written consent of the Village Manager. K. Ownership. Designs, drawings, plans, specifications, photos, reports, information, observations, calculations, notes, and any other documents, data, or information, in any form, prepared, collected, or received from the Village by the Consultant in connection with any or all of the Services to be performed under this Agreement ("Documents' shall be and remain the exclusive property of the Village. At the Village's request, or upon termination of this Agreement, the Consultant shall cause the Documents to be promptly delivered to the Village. L. GIS Data. The Village has developed digital map information through Geographic Information Systems Technology ("GIS Data's concerning the real property located within the Village. If requested to do so by the Consultant, the Village agrees to supply the Consultant with a digital copy of the GIS Data, subject to the following conditions: 1. Limited Access to GIS Data. The GIS Data provided by the Village shall be limited to the scope of the Services that the Consultant is to provide for the Village; 2. Purpose of GIS Data. The Consultant shall limit its use of the GIS Data to its intended purpose of furtherance of the Services, and 8 937579613 v1 - I i I 3. Agreement with Respect to GIS Data. The Consultant does hereby acknowledge and agree that: a. Trade Secrets of the Village. The GIS Data constitutes proprietary materials and trade secrets of the Village, and shall remain the property of the Village; b. Consent of Village Required. The Consultant will not provide or make available the GIS Data in any form to anyone without the prior written consent of the Village Manager; c. Supply to Village. At the request of the Village, the Consultant shall supply the Village with any and all information that may have been developed by the Consultant based on the GIS Data; d. No Guarantee of Accuracy. The Village makes no guarantee as to the accuracy, completeness, or suitability of the GIS Data in regard to the Consultant's intended use thereof; and e. Discontinuation of Use. At such time as the Services have been completed to the satisfaction of the Village, the Consultant shall cease its use of the GIS Data for any purpose whatsoever, and remove the GIS Data from all of the Consultant's databases, files, and records; and, upon request, an authorized representative of the Village shall be afforded sufficient access to the Consultant's premises and data processing equipment to verify compliance by the Consultant with this Section 71.3.e. SECTION 8. GENERAL PROVISIONS. A. Amendment. No amendment or modification to this Agreement shall be effective until it is reduced to writing and approved and executed by the Village and the Consultant in accordance with all applicable statutory procedures. B. Assignment. This Agreement may not be assigned by the Village or by the Consultant without the prior written consent of the other party. C. Binding Effect. The terms of this Agreement shall bind and inure to the benefit of the Village, the Consultant, and their agents, successors, and assigns. D. Notice. All notices required or permitted to be given under this Agreement shall be in writing and shall be delivered (1) personally, (2) by a reputable overnight courier, or by (3) by certified mail, return receipt requested, and deposited in the U.S. Mail, postage prepaid. Unless otherwise expressly provided in this Agreement, notices shall be deemed received upon the earlier of: (a) actual receipt; (b) one business day after deposit with an overnight courier, as evidenced by a receipt of deposit; or (c) four business days following deposit in the U.S. mail, as evidenced by a return receipt. By notice complying with the requirements of this Section 8.D, each party shall have the right to change the address or the addressee, or both, for all future notices and 9 #37579613 vl communications to the other party, but no notice of a change of addressee or address shall be effective until actually received. Notices and communications to the Village shall be addressed to, and delivered at, the following address: Village of Oak Brook 1200 Oak Brook Road Oak Brook, Illinois 60523 Attention: Robert Kallien Jr., Community Development Director With a copy to: Holland & Knight LLP 131 S. Dearborn, 30th Floor Chicago, Illinois 60603 Attention: Peter Friedman, Village Attorney Notices and communications to the Consultant shall be addressed to, and delivered at, the following address: Teska Associates, Inc. 627 Grove Street Evanston, Illinois 60201 Attention: Kon Savoy, Project Manager E. Third Party Beneficiary. No claim as a third party beneficiary under this Agreement by any person, firm, or corporation shall be made or be valid against the Village. F. Provisions Severable. If any term, covenant, condition, or provision of this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remainder of the provisions shall remain in full force and effect and shall in no way be affected, impaired, or invalidated. G. Time. Time is of the essence in the performance of all terms and provisions of this Agreement. H. Calendar Days and Time. Unless otherwise provided in this Agreement, any reference in this Agreement to "day" or "days" shall mean calendar days and not business days. If the date for giving of any notice required to be given, or the performance of any obligation, under this Agreement falls on a Saturday, Sunday, or federal holiday, then the notice or obligation may be given or performed on the next business day after that Saturday, Sunday, or federal holiday. 1. Governing Laws. This Agreement shall be governed by, construed and enforced in accordance with the internal laws, but not the conflicts of laws rules, of the 10 937579613_vl State of Illinois; venue for any action related to this Agreement will be in the Circuit Court of DuPage County, Illinois. J. Authority to Execute. . The The Village hereby warrants and represents to the Consultant that the persons executing this Agreement on its behalf have been properly authorized to do so by its corporate authorities. 2. The Consultant. The Consultant hereby warrants and represents to the Village that the persons executing this Agreement on its behalf have the full and complete right, power, and authority to enter into this Agreement and to agree to the terms, provisions, and conditions set forth in this Agreement and that all legal actions needed to authorize the execution, delivery, and performance of this Agreement have been taken. K. Entire Agreement. This Agreement constitutes the entire agreement between the parties to this Agreement and supersedes all prior agreements and negotiations between the parties, whether written or oral, relating to the subject matter of this Agreement. L. Waiver. Neither the Village nor the Consultant shall be under any obligation to exercise any of the rights granted to them in this Agreement except as it shall determine to be in its best interest from time to time. The failure of the Village or the Consultant to exercise at any time any such rights shall not be deemed or construed as a waiver of that right, nor shall the failure void or affect the Village's or the Consultant's right to enforce such rights or any other rights. M. Conts, Unless otherwise provided in this Agreement, whenever the consent, permission, authorization, approval, acknowledgement, or similar indication of assent of any party to this Agreement, or of any duty authorized officer, employee, agent, or representative of any party to this Agreement, is required in this Agreement, the consent, permission, authorization, approval, acknowledgement, or similar indication of assent shall be in writing. N. Grammatical Usaae and Construction. In construing this Agreement, pronouns include all genders and the plural includes the singular and vice versa. o. interpretation. This Agreement shall be construed without regard to the identity of the party who drafted the various provisions of this Agreement. Moreover, each and every provision of this Agreement shall be construed as though all parties to this Agreement participated equally in the drafting of this Agreement. As a result of the foregoing, any rule or construction that a document is to be construed against the drafting party shall not be applicable to this Agreement. P, l"!eRdncas. The headings, titles, and captions in this Agreement have been inserted only for convenience and in no way define, limit, extend, or describe the scope or intent of this Agreement. 11 #37579613 vl I Q. Exh bft. Exhibits A through B attached to this Agreement are, by this reference, incorporated in and made a part of this Agreement. In the event of a conflict between an Exhibit and the text of this Agreement, the text of this Agreement shall control. R. Rights Cumulative. Unless expressly provided to the contrary in this Agreement, each and every one of the rights, remedies, and benefits provided by this Agreement shall be cumulative and shall not be exclusive of any other rights, remedies, and benefits allowed by law. S. Counterpart Execution. This Agreement may be executed in several counterparts, each of which, when executed, shall be deemed to be an original, but all of which together shall constitute one and the same instrument. IN WITNESS WHEREOF, the Parties have executed this Agreement this Ll-� day of C) . , 2015. ATTEST: VILLAGE OF OAK BROOK By: it44 By: Village Cleric Village Manager ATTEST: TESKA ASSOCIATES, INC. By:< By: — =--- Title: pin i'll c D i0�'� �T'�' its: .a^ 12 #37579613_vl EXHIBIT A PROPOSAL 13 #37579613 vl EXHIBIT B OPTIONAL TASKS 14 #37579613 vi EXHIBIT A PROPOSAL 13 #33342269 vl Submitted • Teska Associates, August j 627 Grove Street,Evanston,'II 602Q1 = .wvuw.TeskaA�saaates.com _ , _- 0 Teska Associates, Inc. (Teska) is an interdisciplinary professional firm specializing in community planning, development economics, site z ' design and landscape architecture. Since its establishment in 1975, our reputation for technical competence, community relations, and consensus building is well recognized. We offer the advantages t7 of being a large enough organization to provide a full range of p / . professional services, yet small enough to offer a personalized approach to our assignments. M Our firm offers a diverse range of professional planning and Q r. development review consultation. Teska has extensive experience m: with the processes of comprehensive planning,special area planning, g p . neighborhood planning, traditional neighborhood development D standards, conservation design, business district planning, zoning and subdivision regulations, sign and appearance codes, growth r, management, fiscal impact analysis, streetscape design and park rD— rt planning. TESKA VALUES We are passionate about creating livable communities;places with a strong economy,walkable and safe streets,and great venues to play and interactwith neighbors.We know that our success is based on the quality of our service. At Teska, quality service is based on responsiveness, .. anticipation of needs,maintaining flexibility,and creative and efficient problem solving. d a A rn �i UJ AL 9 - _ Q C,;W fit. Z' v,. a : -� We are passionate about creating livable communities;places with a strong economy,walkable and safe streets,and great venues to play and interact with neighbors. `O s r � A4 �a. es• Px. k We cherish long-term client-consultant We know that our success is based on the relationships built by listening intently to client quality of our service. At Teska, quality service is needs, maintaining clear and frequent contact, based on responsiveness, anticipation of needs, providing timely and responsive service, and maintaining flexibility, and creative and efficient exceeding expectations. problem solving. •� ' _ 't a i We give clients choices through a careful matching of design approaches to the place. We promote careful evaluation of choices through our firm's diverse skill set;supplemented by team partners matched to the specifics of the protect. t e sica August 14, 2015 Ms. Rania Serences Senior Purchasing Assistant `tillage of Oak Brook 1200 Oak Brook Road Oak Brook,IL 60523 Re: Oak Brook Zoning Ordinance Consulting Planning Services Dear Ms. Serences: Teska Associates is pleased to submit this proposal to update Oak Brook's Zoning Ordinance. Teska's award winning plans and ordinances for many Chicago area communities serves as a model for communities throughout Illinois. Furthermore, in addition to our zoning ordinance experience, our recent work for the following nearby communities provides us with a unique understanding of the character and desires of Du Page County and neighboring communities: • Lombard's Downtown Revitalization Guidebook Plan; • Western Springs Transit-Oriented Development Plans, and new Mixed-Use Downtown Zoning District; • Itasca Downtown Plan, Design Guidelines, and Zoning Regulations • Tax Increment Financing Districts for the Cass Ave.and 63`d St. Business District and Westmont's Downtown; • Comprehensive land use and intergovernmental plan for unincorporated properties along west Lake Street and east Roosevelt Road corridors for DuPage County(the first plan adopted by the County in over 20 years);and • Comprehensive plan,fiscal impact model, new planned development district, and developer requirement and marketing materials for Winfield's Roosevelt Road corridor; Our team is highly qualified and provides a broad range of expertise to address the issues articulated in your RFP. We believe our team is the "right fit" for Oak Brook for three primary reasons: 627 Grove Street,Evanston,IL 60201 office 847 869-2015 www.TeskaAssociates.com 1. Teska brings thorough knowledge of the Chicago metropolitan region through our extensive work with zoning ordinances, comprehensive plans, and business district plans for many Illinois communities. Recently completed and current zoning ordinance work in northern Illinois includes zoning code updates for Plainfield, Frankfort, Hanover Park, Winfield, Prairie Grove, Geneva, Blue Island, Diamond and Lincolnwood, and specialized districts for South Elgin,Glencoe, and new Unified Development Ordinances for the City of Galesburg and Village of Forsyth. 2. Our practical experience in developing and administering development regulations brings a "hands on" approach. Michael Blue recently joined Teska after serving as community development director in the Village of Highland Park for 10 years, in addition to over 10 years of experience of developing development regulations as a consultant. Kon Savoy currently serves the Village of Deer Park as its municipal planner, and provides on-going consulting services to several northern Illinois communities. Mr.Savoy is in the final stages of creating a new 'hybrid'form-based approach for Downtown Geneva, and recently completed new mixed-use planned development districts for the Roosevelt Road and St. Charles Road corridors in Winfield IL. Kon will serve as project manager, responsible for overall project management, and serve as Oak Brook's primary contact. 3. Our desire to undertake this assignment for the Village of Oak Brook is based on the commitment our firm has made to communities in the Chicago metropolitan area and northern Illinois. As reflected in Teska's mission statement,our goal is to focus our knowledge and practice in this region so that we better serve our clients and remain a continuing resource through long-term relationships,which we enjoy with many DuPage communities. These relationships, combined with the expertise and experience of our staff, demonstrate our familiarity with local issues and our commitment to implementation. This is the kind of relationship we desire with the Village of Oak Brook. The information contained in the letter and in the proposal enclosed is true and complete in accordance with the requirements of the Village of Oak Brook"Zoning Ordinance Consulting Planning Services" RFP. Sincerely, hh4 - State of Illinois County of Cook K,6nstantine T.Savoy,AICP Principal Signed and attested before me on 8/11/2015 by Konstantine T.Savoy Project Manager (Seal) (Signature of nota SARA VOELZ OFFICIAL SEAL Notary Public.State of Illinois My Commission Expires July 21,2018 _-- --.-------- ------ -- —----------- 627 Grove Street,Evanston,IL 60201 office 847 869-2015 www.TeskaAssociates.com D The followingTeska team members will be responsible for completing the services required Q for this project. Each team member's resume may be found on the following pages. 0 M KON SAVOY z PROJECT ROLE: Project Manager The project will be managed by Kon Savoy,AICP,principal with Teska Associates, with 30 years of experience in community planning. Kon has recently completed � Geneva's Downtown Zoning District,Prairie Grove's Town Center Zoning District Z regulations, and mied-use Planned Development Districts for commercial Z corridors in Winfield. Kon will oversee all team resources and be the primary rn contact for this zoning and subdivision ordinance update. > rn . MICHAEL BLUE PROJECT ROLE: Zoning Strategy,administration Chapter Michael is a Principal with Teska Associates.Prior to joining Teska Associates,he r was the Director of Community Development in Highland Park,IL for 11 years. There he focused on long range planning, review and approval of proposed development projects, permit approval, and support of City Council and Commission activities. He is currently leading a team to rewrite Champaign's downtown zoning regulations. Michael's role on this project will focus on ensuring the new regulations will result in the types of development the Village wants to see as well as establishing efficient administrative processes. JASON ENGBERG PROJECT ROLE: Research and Graphics 4 Jason has a Bachelor of Urban and Regional Planning Degree from the University t of Illinois_While at the University of Illinois he focused on land use planning, sustainable site planning,and visual communications such as GIS mapping and 3D modeling.At Teska,Jason has worked on several zoning ordinance updates including Diamond,IL and Geneva,IL. Jason's role on this project will focus on researching up to date codes which will fit Villa Park's.character. He will also be in charge of designing easy to read graphics and illustrations when they are necessary. i EXPERIENCE ' O " Mr.Savoy has extensive public and private sector experience in land use,comprehensive planning, a �. zoning, and fiscal analysis and development financing, site plan and design review and business district revitalization. w .:Q.. ., Mr.Savoy has been responsible for the analysis and preparation of zoning and subdivision ordinances, �■ comprehensive plans, fiscal impact analyses, tax increment financing districts, specific area plans ■' for new and existing downtowns, commercial corridors, and urban design studies for various communities in Illinois. Through his continuing relationship with several municipal clients, he is called upon to provide leadership in private development review and broader growth management objectives. In prior positions,Mr.Savoy worked with the Northeastern Illinois Planning Commission,Barrington Area Council of Governments,and the City of Highland Park as senior planner. He also assisted the Department of Town Planning and Housing,Ministry of the Interior,Nicosia,Cyprus in residential and ;Z industrial district planning. Mr.Savoy has served as President of the American Planning Association- Q Chicago Metro Section,and Co-chair for the Midwest regional APA conference,and has presented at statewide conference and regional professional development workshops. EDUCATION B.S. Community&Regional Planning Iowa State University M.U.P.P. Urban Planning&Policy University of Illinois E (Chicago) PROFESSIONAL AFFILIATIONS ift AWARDS American Planning Association • American Institute of Certified Planners LECTURES AND SPEAKING ENGAGEMENTS • University of Illinois at Chicago,Student Career Development Forums and Graduate Planning Practice Courses • Illinois Planning and Zoning Institute + Northwest Manners Exchange • APA Illinois Chapter State Conferences + Lorman Real Estate Seminar • APA-Chicago Metro Section Programs • Illinois Municipal League;Chaddick Institute,DePaul University i --J La REPRESENTATIVE PROJECTS Comprehensive Plans W Bartlett, City of Belvidere/Boone County, Dixon, East Dundee, Hampshire, Lindenhurst, Riverdale, 0 South Elgin,Wayne,Winfield,Winthrop Harbor,Rochelle,Wheaton,Wood Dale,Loves Park,Johnsburg, Q Deer Park,Oregon,Geneseo,Princeton,Mokena,Villa Park,Hanover Park IL. .` 0� z Cost Revenue Impact Analysis G1 Fiscal Impact Model,Wayne IL;Impact Fee Study,East Dundee IL;Large scale residential fiscal Impact O analysis,Winfield IL;Widmayer Road Area Plan, Hampshire IL;Rochelle IL; Mixed-use Development, , St.Charles IL;Mixed-use TOD,Prairie Grove IL;Community incorporation,LaFox IL. Q °Z Z ' Transit-Oriented Development/Central Business Districts Transit-Oriented Development Plans:Lombard IL (2011 ILAPA Award),Montgomery IL(2010 ILAPA C�' Award),Prairie Grove IL,Romeoville IL,Willow Springs IL,Hanover Park IL,Mokena IL,Schaumburg IL, ©° Marengo IL. Central Business Districts 'o Downtown redevelopment plan implementation, Highland Park IL; Redevelopment Strategies, O Growth Dimensions,Belvidere IL;Winfield IL;South Elgin II-Village Center and Riverfront Master Plan, , Wood Dale IL,Villa Park IL,Oregon IL,E.Dundee IL,Hampshire IL,Marengo IL. Regional Planning Studies Regional Land Use Plan for Northeastern Illinois Regional Planning commission;[and use and popu- lation studies for Department ofTown Planning and Housing,Ministry of.'. he Interior,Nicosia,Cyprus; Bikeway Plan for Barrington(IL)Area Council of Governments;Watershed development standards for Kane County IL. Transportation/Commercial Corridor Plans Halsted Street,Riverdale IL;Skokie Valley High-way(Route 41),Highland Park IL;Routes 45 and 173, Lindenhurst IL;Fox River Bridge Alternatives,South Elgin IL;Design Guidelines,Streetscape Plan and ISTEA grant application for East Dundee IL;Bikeway Plan and ISTEA grant application for Barrington and Deer Park IL; Rt. 30 (Grant Hwy) Marengo IL; Rt.251 Rochelle IL; St. Charles Road,Villa Park IL; Irving Park Road,Hanover Park IL; Tax Increment Financing Business Districts/Downtowns:SkokieValley(Route 14)Highway Highland Park IL;Winfield IL,Batavia IL, McHenry IL, Joliet,Westmont,Colona,Willow Springs,South Elgin IL, Lindenhurst IL, Mo line IL, Schaumburg IL,Bensenville IL,Rochelle IL. .� REPRESENTATIVE PROJECTS (CONT.) Industrial Parks E.Dundee,Schiller Park IL. w r Historic and Rural Preservation Army Trail Road, Design Guidelines,Historic District Improvement Plan, ISTEA grant application for - 3 the Village Center and Dunham Farm,Wayne IL; Mill Creek Watershed, Kane County IL;Widmayer Road Hampshire IL,Vehe Centennial Farm OSLAD Grant in Deer Park,IL. Z Z Appearance and Design Guidelines Community-wide plans: Highland Park, Riverdale, South Elgin, Winnetka, Winfield, Bartlett, East l� Dundee,Belvidere,Lindenhurst IL,Downtowns:Clarendon Hills,Deer Park,Mokena,Willow Springs, . Z Loves Park,Prairie Grove,Montgomery. � O Residential/Recreational/Institutional Planning and Design Nine hundred acre mixed use Waterfront Development Plan in Portage IN;Berke Homes IL;Clayton :! Street Neighborhood Redevelopment Plan,West Chicago IL; Campus Master Plan, Highland Park Hospital IL. t4T Zoning,Subdivision and Urban Design Studies Rural Hamlet and Village Overlay Districts, Kane County IL Interchange Overlay and Planned Development Districts, Hampshire IL; Residential Building Scale study for Kenilworth IL; Sign Ordinances: Winfield, Deer Park IL; Special Use Permit Standards, Dixon IL;Tree Preservation and Landscape Performance Standards Ordinance,Chesapeake and Loudoun County VA;Village Center Planned Developments: Deer Park, Willow Springs, South Elgin;Transit Supportive TOD Districts: Prairie Grove, Blue Island, Manhattan; Comprehensive Zoning Ordinance Updates: Hanover Park, Winthrop Harbor,Frankfort,Pontiac,Dixon;Subdivision Ordinances:Marengo,Hanover Park,Pontiac, IL. y Y t ,SH { Lim EXPERIENCE n Mr. Blue has a unique background working in both the public and private sectors of the planning profession.Having started his career as a consultant,h.e worked.extensively i n the broad policy areas of Q . comprehensive and special area planning,development land use and economic impacts,commercial Q 0 district planning,and public participation.After more than a decade,he moved to the public sector N and spent the next 15 years working as a community development department manager, where his focus shifted to the day to day operations of development approval, economic development, managing public commission processes,personnel,and municipal governance.Having now returned C) to consulting,this diverse background affords Mr.Blue a wide-ranging perspective when conducting planning assignments,allowing him to appreciate the varied viewpoints of multiple stakeholders, 1 14 and to understand how they apply to any given situation or issue. Prior to joining Teska Associates in 2013,for eleven years Mr. Blue was the Director of Community . : , Development in Highland Park,IL.There he managed a department of 30 staff and focused on long range planning, review and approval of proposed development projects, permit approval, and support of City Council and Commission activities.The Department served nine City Commissions addressing the issues of development,housing,historic preservation,cultural arts,and the natural � .m environment.While in Highland Park, Mr. Blue managed the passage and implementation of the City's affordable housing ordinance.Before his position in Highland Park,Mr.Blue served as Deputy a, Community Development Director in the Village of Mount Prospect,IL for five years,managing staff 70 in day to day operations related to planning,building permits and code enforcement. O EDUCATION B.A. Urban Planning University of Illinois (Urbana) M.U.P. Urban Planning University of Illinois (Urbana) PROFESSIONAL AFFILIATIONS • College of Fellows of the American Institute of Certified Planners (FAICP) • American Planning Association (APA) • Lambda Alpha Economics Society • Planning Officials Development Officer for the Illinois Chapter of the APA. Mr.Blue is actively involved in the local and national leadership of the American Planning Association and is currently the Planning Officials Development Officer for the IL-APA.In this role he has been a leader in developing a curriculum for training Plan Commissioners throughout the State;a program for which he and others received the organization's 2013 Distinguished Service Award. In 2008 Michael was selected to the College of Fellows of the American Institute of Certified Planners and he regularly speaks at local,state, and national conferences on a range of planning themes, most recently on topics related to the development approval process,economic development,and local government organizational management.He also has been a guest lecturer at a number of university classes on topics ranging from the development approval process to affordable housing. S REPRESENTATIVE PROJECTS d " � Development Ordinances wo 0 Drafted complete zoning ordinance updates for Des Plaines, IL and Elkhorn WI. Prepared zoning cc district adopted jointly by the cities of Mattoon and Charleston, IL to facilitate common and high w. quality development in the corridor between the communities (the ordinance was acknowledged y with an award from the IL-APA). Currently working with the City of Champaign to revise select commercial and residential zoning districts in order to facilitate desired development forms.Worked with Village of Glenview IL to prepare documents aimed at making development regulations easier ul.. to understand for the public and staff.These included scripts for educational videos prepared by � Z,= the Village and a zoning review checklist. While working for the City of Highland Park, oversaw '<C numerous amendments to zoning and subdivision ordinances related to planned developments, signs,permitted uses,bulk regulations,and development approval procedures. Z = Economic Development/Strategic Planning Z Worked with the City of Warrenville to prepare a Strategic/Economic Development Plan for the City. C) Plan focused on developing economic development actions for the City,but also addressed topics that included community character,natural resources,and public services. Prepared market study for the Village of Winfield in conjunction with a comprehensive plan.The study focused on the potential to attract development to a key subarea of the plan.Developed land use guidelines for Metra Commuter m Rail to identify optimal land use configurations around commuter stations to encourage economic development.Developed unique°market studies°to determine growth opportunities for the Salvation Army and the Rosenwald religious school in Chicago. Conducted economic development plan in Memphis, TN to determine priorities for community development efforts. As Deputy Community Development Director for the Village of Mount Prospect,worked with Village's Economic Development Commission and conducted business retention and attraction assignments. 1 Comprehensive Plans Conducted comprehensive plans for Illinois communities including Des Plaines,Manteno,Mokena, New Lenox, Glencoe,Carbondale,Darien(village and park district) and Round Lake (current).Also prepared comprehensive plans for Brownsberg,IN,Dublin,OH,Urbandale and West Des Moines,IA, and Elkhorn,WI(current). y Current Planning and Development Reivew Managed all aspects of development zoning approval and building permit application review while working in Mount Prospect and Highland Park. Coordinated efforts with other departments and commissions. Prepared audit of new Development Services function for City of Greensboro to identify system enhancements. Developed strategic plan for Greensboro, NC Planning and Neighborhood Development Departments (and Work Plan for the Current Planning Division) to support strong department operations and focus projects and development review work.Served as outside development review consultant to Villages of Mokena and River Forest. REPRESENTATIVE PROJECTS (CONT.) Q v Downtown&Commercial Area Planning While working for municipalities led extensive downtown planning efforts with different focuses.In O Mount Prospect,the downtown plan was geared toward implementing aTax Increment Finance(TIF) O District.The plan highlighted redevelopment opportunities in the area.For Highland Park,downtownii� [�I plan involved extensive public input and large committee structure.Plan focused on creating a new C3. vision of the downtown and determining potential for redevelopment. Also in Highland Park, led Z, establishment ofTIF District and development of a plan for the Ravinia Business District.Conducted C downtown plans for Toledo,OH and Des Plaines,IL.Corridor plans conducted for River Forest,IL and Q, Melrose Park,IL(current). � Z D Fiscal Impact Analysis Conducted development and fiscal impact analyses for proposed developments in several G communities,most recently in Lincolnshire and Bolingbrook,IL. In Lake Bluff,IL prepared an in depth fiscal impact analysis of all Village services for potential annexation of the Knollwood neighborhood. Q M,: o .0 N=?s v EXPERIENCE . .� Jason's experience in Urban Planning has a focus on land use planning, sustainable site planning, Q. ! zoning codes,and visual communications such as GIS mapping and 3D modeling. SincejoiningTeska, Jason has completed a variety of planning projects including Comprehensive Plans for Calumet City,IL ;L and University Park,IL;Zoning Ordinances for Diamond,IL and Geneva,IL;a Tax Increment Financing _r F77 7, 4__ '__ District in Berkeley,IL;and Enterprise Zone Applications for several south suburban communities. With respect to these projects,Jason has completed demographic analysis, land use GIS mapping, U., housing analysis, and public participation efforts. Jason focusses on creating plans with modern Z technologies with realistic real world solutions.He believes fostering community engagement and communicating ideas visually are an essential tools in solving problems.Jason is always in search of ,p new planning techniques and methods to ensure results best fit the community's needs. .Q � Prior to joining Teska, he interned with the City of Yorkville, Illinois and the Village of Montgomery, Z Illinois simultaneously. While at these municipalities Jason enhanced his planning skills and knowledge in the public sector. His work for these communities included conducting site plan NK reviews,GIS mapping, graphic design,and code enforcement. In Yorkville,Jason was in charge of updating the City's Zoning Ordinance. This project included researching up to date codes,drafting Q new chapters,creating new easy to read graphics,and overseeing Zone Commission public meetings. wm #n �5 EDUCATION B.A. 'Urban and Regional Planning University of Illinois (Urbana-Champaign) PROFESSIONAL AFFILIATIONS • American Planning Association (APA) l Y t C) D m m On the following pages we have listed some of the work that we consider most relevant to 0 r preparing the update of the Oak Brook Zoning Ordinance. Z � Hanover Park Unified Development Ordinance Update Hanover Park,IL Q Lincoln Avenue Corridor Form Based Code Lincolnwood,IL .. Forsyth Unified Development Ordinance Forsyth,IL �, �. Diamond Zoning Ordinance Update .a M:; Diamond,IL Geneva Downtown Transit Oriented Development Zoning District 70 Geneva,IL Qr:: ch. Prairie Grove Town Center&Transit Oriented Development Zoning District rs Prairie Grove,IL Planned Development Districts Winfield,IL Deer Park Town Center Plan Deer Park Architectural Commission Video and Zoning Review Checklist Glenview,IL HANOVER PARK UNIFIED DEVELOPMENT ORDINANCE U Ha ever Park, i tin is 0 With the goal of user friendliness in mind, " key elements of the comprehensive rewrite include the addition of graphics and L U, ; illustrations so asto providevisual clarification for a number of passages that might prove difficult to interpret otherwise.Sustainability 2a`Za y v was explicitly emphasized in the UDO in the form of initiatives such as mitigating stormwater runoff, instituting bioswales, LUO creating landscape buffer requirements,and CC reducing the amount of impervious surface throughout the Village. Teska wanted to z encourage growth in this community and provided extensive subdivision guidelines Y p that not only direct development but give adherence to smart growth strategies such as encouraging cluster developmet. At the m u Q sametime,the ordinance reflects the Village's desire to preserve its historic Ontarioville neighborhood, and to give flexibility to _ current owners whose properties do not conform to the zoning standards applicable to the traditional zoning code. The UDC) implements recommendations contained in the recently adopted Comprehensive Plan for the Village of Hanover Park, as well as a Village Center & TOD Plan both created byTeska. ". { I 1 LINCOLN AVENUE CORRIDOR FORM BASED CODE Lincolnwood, Illinois o � Having recently completed a comprehensive plan ' E, to revitalize its aging commercial corridor - Lincoln 0 Avenue, the Village of Lincolnwood retained Teska Associates lnc.tocreateanewordinancetoimplement 0 C their Flan.One of the key principals of the plan was to introduce new urbanist principals of pedestrian scale I z Gl and character.To soften thecorridor'sauto-dependent Q land uses and create appropriate transitions to the surrounding residential neighborhoods, Teska designed a mixed-use, pedestrian overlay district z " using a form-based approach. m - Rooted in the New Urbanism and Smart Growth d movements, form-based codes are an emerging `J' rn � ' re ulato technique that recognizes a community's - ' g ry q 9 y { �y IL physical form as its most essential el-ement.The oal of form-based codes (FBCs) is to shape the character within communities by establishing definitive design/ development criteria for such elements as building f height, architectural standards, use designations, sidewalk dimensions,build-to-lines,landscaping,and parking configurations.By applying these techniques p to Lincoln Avenue Corridor,Teskacreated a unique set of standards and design guidelines aimed to fulfill the ' mix of development opportunities identified in the Village Flan.The successful implementation of these guidelines will create a high quality environment ; with an inviting,pedestrian friendly image;promote a - r' recognizable,mixed-use corridor that fosters a sense ` of civic pride;and establish the corridor as a distinct and inviting place to live,work,and shop. ORDINANCE Forsyth, Illinois a ° A growing Community within a County { which has been challenged by the economy, Forsyth is a wonderful small Illinois town `�� °' with a bright future.The Teska Team helped " the Village define a clear vision for the ' ' future in the Comprehensive Plan, including `"' LU economic development ,strategies to help z.. , . revitalize the area around Hickory Pointe Mall and to diversify the communities housing mix.The Plan was quickly followed up with O a Development Ordinance which combine several existing codes (zoning, subdivision, Z Z. signs,etc.) into a cohesive set of regulations. . The Development Ordinance included ... extensive use of tables and illustrations a o to create a user-friendly tool to assist in implementing the community's vision. a Non-Residential Directory Sign r{ j t., DIAMOND ZONING ORDINANCE T Diamond, Iffinois In 2014,the Village of Diamond retained Teska T.OS RESIDENCE DISTRICT BULK REGULATIONS Associates to update their Zoning Ordinance R-10—FamiNRaid—Dismne a Regulations. The previous version of the , Zoning Ordinance was difficult to interpret z C and was missing. many . typical current a developments and definitions. Teska rewrote L) and redesigned the entire document to O. become more user friendly and current with similar existing codes. Some of the major changes to the code were adding graphics, _ z bulk regulation diagrams, summarizing data ;a 11 •° °` IW ^ ,. rn into tables,adding regulations for cell phone . aB A m towersand renewable energy systems,adding Q landscaping and architectural standards, and rn... streamlining the administration processes. 9.04 BUSINESS DISTRICT BULK REGULATIONS. � ^ Teska worked with the staff,Village attorney, 91 RamlBUSmeaaDamc C)..�_ 83 S.M..Baameaa Dlsh,ct 0 and Plan Commission to ensure the resulting r product would help the Village reach the community's visions and goals. ` Nmwa lars rma an ma tlren antl r bass eon a me rrema9a ax.nq ao°a 9re ao-.m naaeen c.,o <dnaawnb.nla,senb9 awels b lnaraadwaeam,m,me rmmyam reywalinnatmure re®tl.nw d'cninle an.n apgyronre aala bas In m°nasinass emda r wnare ma anenalnn m a ua„I or side by m,e mnatles wan ma rmm rme m an eaaa�x rm baalea.n a revdence dsNd,a YaN of nd las gun ron(l0)(M rsha9ba provided. ,r� yi V'Aiere a sJe bl bre minctles wan a eie.u rwr lol arw d pm Y-in an atljxeal,eaden-u..Ina sale ymd sM1eY he equal n d'vmmsorm l0 9re nwdmun side ymtl vA,in xouk he rquved untlw to °rtivm,u for a reeidml®1 arse an IM1e etlNaad P'oPenY in Ina retidanz tlMritl. ` NTerea,eorM�oo&,cAeswaM1 aada ld Gnna fpr°penynan adpmrM1nailaMial?,ict.Ne rear Yerd shell be eawl irttlMcensun ro Ma mmnum sde yaN whbn wauM na required under Ihb aNl,ume far e rerdenfml use on IM1e edjamnl propmlY n are icatlar,®d"alricl 'L GENEVA DOWNTOWN TRANSIT ORIENTED DEVELOPMENT I I Geneva, Illinois a In 2012,the City of Geneva adopted its Downtown/ - ' flc Station Area Master Plan.The area's mix of land uses ' wR - including converted residential uses, Metra rail ¢ station,and boutique shops gives the downtown a a , unique character.The plan focused on maintaining and building off that character and needed a _�. Zoning Ordinance update to help accomplish the � F. City's vision. a. In 2014, Geneva in collaboration with the Chicago Reg ionaITran sit Authority retained Teska Associates to update their Zoning Ordinance to implement goals from the Downtown Plan. Teska worked with City staff, business owners, and community members to provide a new Zoning District for the downtown.The objectives Multiple Family x cc accomplished throughout the process included: Providing consistency between the Downtown Plan and the Zoning Ordinance - Removing barriers to development �MV,men,atlnw+A p�m.4 3a��'tl AeewM • Making the Zoning Ordinance easier to understand and use ° ° • Streamlining the development review �. . process "m°• i The new Downtown Zoning District included easy to read graphics,tables,and charts for each land use district.New guidelines and architectural standards were formed to enable the plan to become a reality. y t The final draft of the updated Zoning Ordinance is currently being reviewed by public officials. � F i 3 3'r PRAI I E GROVE TOWN CENTER & TRANSIT ORIENTED L ENT ZONING DISTRICT Prairie Grove, Illinois o. >. Prairie Grove was one of three communities selected by the T Chicago Area Regional Transportation Authority(RTA) to partic- `—` -� ipate in a pilot program to craft specialized zoning regulations to promote development of a new Town Center transit-oriented N district(TC TOD)around the planned addition of a commuter rail 0. train in theVillage.TheTeska team was hired to work coo peratively with both the RTA staff and the Village of Prairie Grove to prepare 0. the Transit Oriented Zoning District as an implementation task w�#u•b��m R of the Town Center Transit-Oriented Development Plan, also =V w• ��y _• �° prepared by Teska Associates, Inc. — recipient of the Strategic g Z ' Plan Award from the Illinois Chapter of the American Planning Association.Prairie Grove is a small community located about SO n m.. miles northwest of Chicago. The Village of Prairie Grove Transit- C Oriented Zoning District is a continuation of the Village's previous planning efforts to create a highly livable and vibrant community. rn , The TC TOD Zoning District is intended to be the civic core of Prairie Grove,providing for commuter train and other public transportation options, a vibrant mix of housing and pedestrian-oriented shopping,while accommodating existing land uses and emulating the rural,countryside character pp� 9, 9 9 9 y Q of the Village.The intent is to encourage transit-supportive land use that promotes commercial, cultural, institutional, governmental, and residential uses in a compact pedestrian oriented design r in accordance with the Prairie Grove Town CenterTransit Oriented Development Plan.Objectives for the TC TOD include: • Placement of dwellings,shops,and workplaces generally located in close proximity to each other,not separated by large expanses of parking,with incentives for'green buildings'and LEED-ND certification; Well configured open spaces and landscaped streets dedicated to collective social activity, recreation and visual enjoyment,and sustainable design to minimize energy consumption and stormwater runoff; On-street parking and centralized parking facilities to collectively support principal uses in the Town Center;and civic buildings that act as landmarks,symbols,and activity centers for community identity;and • Creating a streamlined development review process and clear standards to encourage development. PLANNED DEVELOPMENT DISTRI(TS Winfield, Illinois The Village of Winfield is a primarily residential community located in DuPage County, one of the fastest growing counties in the Chicago region.The Village has historically attempted to maintain its rural character,and has resisted larger commercial development in order to maintain the small- " " town atmosphere of the community.Recently,new economic pressures to seek alternative revenues p to expand the Village's tax base has led to a realization that the existing zoning strategy should be re-evaluated to accommodate future development. In 2014, the Village retained Teska to update Lui `w the Comprehensive Plan,which identified two special areas within the Village for detailed analysis V of commercial development potential: 1)the Roosevelt Road corridor,and 2)the St.Charles Road Z Q corridor. In order to accomplish the goals for these corridors outlined in the Comprehensive Plan, \� the Village retained Teska to create new special zoning districts for the Roosevelt and Winfield Road Corridors(RW-PD),and the St.Charles Road Corridor(SC-PD). The main feature of the newly created RW-PD and SC-PD zoning districts is to require all new Z development be developed as planned unit development(PUD),which allows for a mixture of land O uses and a more flexible approach to future development,while providing for a higher degree of community input.The newly developed zoning districts set development standards and procedures, ;AQ including: targeted land uses, landscaping, architectural design, sustainabiiity, LEER incentives, accessibility, parking,lighting,and building height,setbacks and lot coverage.The implementation of these new zoning standards and procedures has set the stage for the Village to accommodate Q the needs for future development within these corridors.The Village is now in the final stage of this O planning process and will soon release a Request for Qualifications to retain a developer to bring the plans to life. 4 _A .r ,.f - � ; , 1 r. s A `a i :( Rum"+.+r9`A C. r.7NVa!eft< IG' u 4 F � F t DMER AR CENTER TOWN Deer Park, Illinois o In response to serious interest expressed by developers over the last large, relatively p undeveloped property in the community, m N� Village officials became concerned over the "`�" ultimate type and character of development i that would occur along Rand Road, a major thoroughfare. Teska was retained by the 0 Village to update the Comprehensive Plan to O , address this issue by exploring new planning and design approaches that would ensure n that new development would fit into and m enhance the Village's high quality image. ' ; Based on design guidelines contained "` ;'t� Q in the Plan, Teska revised the traditional planned unit development standards for ✓ ,w o a' „f -o the Village. The new planned development W% f ti .. district includes a system of Floor Area Ratio standards that rewards developers who assemble larger parcels to avoid problems with`piece-meal'development.Teska has also ; modernized the Village's sign ordinance to ' b _, c enhance readability, created standards fora ;; ;. _ ff, , new tree preservation ordinance AK ZONING REVIEW LIST Glenview, Illinois o . Teska Associates worked with the Village of Glenview to effectively convey the intent and detailed code requirements of its Appearance Commission and zoning review functions. The consultant's role in each of these projects is to understand the processes from the customer's perspective,and 1FQ_ ' develop tools that assist to them,thereby making the code requirements more approachable,and �:. C] accessible to the end.user. D Uus Architectural Commission Video: The Village's appearance review process is regulated through ;. its Zoning Ordinance and a set of adopted Design Guidelines.This process sets a standard for high quality development and redevelopment in the Village- but requires a detailed understanding of the code and guidelines.To help users understand the process and reduce staff time spent clarifying tasks,the Village envisioned an an-line video to help explain the process.Teska was hired to review .� and outline the Appearance Commission process-i.e.the necessary steps and order therein,people ` involved,and materials required.Following this detailed outline,Teska prepared a video script with Z: � accompanying photos and graphics.The script divided the process-into video chapters, making the Ott „ process easier to understand and short enough to be absorbed in a video.Numbered queues were inserted within the script to dictate when/what imagery should appear and for how long.While the 4` o individual chapters allow users to focus on specific segments,when put together the collection of scripted videos tell the full story of how to secure design approval.Note:The'Glenview Architectural �'? Commission Video'is currently being prepared in-house by the Village. O Zoning Review Checklist: Confirming that proposed developments (from single-family homes to large commercial projects) meet required zoning standards is essential in all communities. In Glenview,the process requires coordination between multiple sections of the Village Zoning Code 4 and can be complex to new users. As the Village contracts with a third party to support building permit plan reviews, new users occasionally include those conducting the plan reviews. Teska currently is developing a process to ensure complete and accurate zoning reviews.The intent is to create a checklist and supporting documents that explain the complex code requirements in a manner understandable to both plan reviewers and customers. ZBA Video:Teska currently is working with the Village to prepare a video outlining the process for residents to pursue relief through the Village's Zoning Board of Appeals.The purpose of the video is to help applicants understand the principal of zoning standards and that relief from those standards may be considered if the proposed construction on their property is not possible without such relief and all zoning standards are met.The video is planned to be done in several"chapters"including one that explains the process to neighbors of a property for which a variation is being considered. � r _h. d }. c� Q.. Z. Z. a t. a p -v COLLABORATE WITH VILLAGE STAFF, OFFICIAL , & KEY STAKEHOLDERS A collaborative approach, in which Village staff, officials, stakeholders and the Teska Team will work together to address regulatory issues and brainstorm solutions,is the foundation for our proposal. We place high value on building strong relationships,ones that we hope last. Our work for similar communities has.resulted in long.=term relationships.where.Teska provides general zoning and plan services for many communities in northern Illinois. CJ • The Teska approach ensures that best practices applied and recommendations developed for the zoning update are best suited for Oak Brook because it combines the staff's unique insights of the Village with Teska's outside perspective and 40 years of experience. • Teska will work with staff to understand policies and recommendations of prior planning documents, including the 2007 Commercial Areas Revitalization Plan, $; currentVillage Board objectives and priorities,as well as outreach to key stakeholders, to ensure the new ordinance has the full perspective of all segments of the Village. We find this is best accomplished with a project kickoff workshop between staff,the consultant team,and through key person interviews. -4f s .. '.. - OAK I ET C O *Is ' Z ! a p r PRO TH .� Z' . ' 0 � a PUBLIC OUTREACH Teska will work with Staff to identify and create an outreach plan to specific user groups through a focus group interview process, will participate in a community open house to explain recommended changes, and hold a training workshop for specific user groups to explain how to use the new code. The purpose of interacting with Village officials and stakeholders is to gain a perspective on how the community sees the value of the current zoning regulations as either barriers or incentives to development,how developers have been able(and willing)to meet zoning requirements,and providing a reality check as to the impact of current practices. Zoning Policies Workshop ` This is a key feature of the Teska approach, where emphasis is placed in establishing clear policy direction before drafting the code amendments begins. Subsequent to gathering ` information from the Village and stakeholders,Teska will facilitate a joint workshop with the Zoning Steering Committee,Village Board and other stakeholders to discuss core zoning issues identified by the Village and by the Teska Team. Prior to the meeting the Teska Team will prepare"Technical Review and Policy Papers"on the issues that have emerged as problematic or important. Each policy paper will cover specific issues and address the following: • What is the issue? What is the regulatory purpose behind the issue? • How the issue is currently addressed in Oak Brook? p • What are the potential courses of action available to address this issue? The goal of the workshop will be the establishment of priorities for the drafting phase. , O DEVELOPMENT REVIEW C z 3 DEVELOPMENT n ' "Q Securin g quality development for a community requires a development ,K approval process that is neither overly , = u • . complex nor unnecessarily lengthy; � . such a process will discourage wanted new development or redevelopment. More to the point, an effective zoning 4 r entitlement process serves as an economic development tool. Teska will undertake a review of the Village's development review process and update codes to ensuring that all i steps in the entitlement process are fl necessary — that they "add value" to the end product. The process should be predictable to both developer and community, and must facilitate good communications between town and developer,and between governmental . departments and agencies. (Source: Development Review as �' 4 Economic Development - February 2014 Zoning Practice published by APA — Author Michael Blue, FAIQ Teska Associates,Inc.) APPLY BEST PRACTICE TECHNIQUES The Teska team will explore with community leaders various contemporary approaches to growth management, including planned development districts,overlay zoning, and form- based codes for Village's four main commercial corridors. In general, Teska embraces a -1 "hybrid"approach to zoning. Applying traditional zoning techniques where they work best a and using a form-based approach as the tool to accomplish specific urban form and design Q goals by building them into one or more districts,such as the Historic Graue Mill Gateway Area,within the overall code. . 4 The list below illustrates other modern best-practice techniques that will be explored with MOO the Village include: Best Practice Ex1perience Techniques rc Sustainability standards - - (small wind,solar, ordinances that include sustainapility standarab -' stormwater,LEED,etc.) the Site' ocess z <_rtrxk51=110'.°'=x Mc�xd'�rixsc[na:000c�c335'�rj f } owl= L - Creating opportunities for design •- • • • •• '• •• • • ' "• cluster housing on smaller with a streamlined special downtown infill sites using planned • - -xible regulations to encourage - "of development and/or form- • appropriate•- • buildings. based code regulations 3k f " Integrate provisions for The Blue Island Transit public and private open - -• • • District space,Sustainability,and contained several environmental protection requirements regarding • pment `- 7 through land develo - - ••- - w restrictions—floodplain and native • - • • setbacks,impervious surface coverage and stormwater u management best practices • . , . - Reductions in parking have been achieve in recognition of . • improved mobility through bicycle and transit access,and -. awareness of shared parking among uses that have different .... - -. . -. peak demands,providing more opportunity for economic •, development. II • New regulations for Hanover Park provide guidelines for location and number of taller structures(restricting them in residential . areas),clarify use types(private amateurtowner,antennas on building,vs commercial towers),require special use approvals, landscaping,encourage co-location by allowing greater height. Keeping the end-user in mind,combined with extensive local .,. experience administering codes,has resulted in codes that • ,. .. - convert complicated text extensive narrative descriptions of bulk regulations and overly complicated and outdated use lists into simplified tables has been foundational to each Teska code update for over 30 years. TU nwieeffe%_Gvely Lui tvcy llic inU-1IL dIid cicla I(-_J wale • •. . requirements of its Appearance Commission and zoning ., . . •.-. review functions,specific tools were developed from the . ..- customer's perspective to assist Glenview in making the code . ,-. ..-. requirements more approachable and accessible to the end user. An instructional video was created to help navigate the ARC process,and a zoning review checklist is being used to guide owners and staff in the review process. J • . Although this technique that has been used for decades,a new • . ,. - application and approach was developed for a 300 acre area in -. Deer Park that resulted in a new planned development district 0 - - .. - that includes a system of floor area ratio standards that reward ® developers who assemble larger parcels and avoid problems ® �! with piece-meal development.The guidelines in the PD district has resulted in one of the most successful,pedestrian oriented Center,which shopping centers in the Country to an extensive,interconnected system of wetlands, lakes and open spaces,office and residential uses. i . . To control both overbuilding and address the environmentand - - . .. . aesthetic impacts of infill development in its residential areas, •. •_ _ .. _ an extensive set of both design guidelines,standards,and bulk controls,such as'day-light plane!regulations,were implemented for Lincolnwood IL. s i nt 0 Teska evaluated all subdivision ordinances,standards,and •_ . . , procedures in Geneva to ensure the new downtown zoning •• . . district would comply with the City's existing regulations and •, . . . . -. - green infrastructure goals. Additionaly,the recently passed •_ . .. . - Downtown TOD Plan was evaluated to ensure the new zoning • .. regulations would assist in the plan's vision and goals. • . _ . While manyTeska produced Zoning Ordinances are reviewed fl • .- by legal proffesionals,we strive to ensure that residents and developers can understand the text. The Village of Diamond's Zoning Ordinance was very difficulty to understand and was rewritten in a more"plain english"manner,but was also reviewed by the Village attorney to ensure certain processes and languagcwcrc lcgall'y acceptable. INTEGRATION AND IMPL OF AK BROOK'S C I A fundamental element of drafting regulatory codes is to do so within the framework of underlying land use policies contained in the Village's Comprehensive Plan, particularly ¢.. the Commercial Areas Revitalization Plan. In this way, the code will reflect community a preferences and embrace the outcomes of any debates resolved in the comprehensive p planning process.The code also will serve as a legally defensible tool to support community objectives. The following list identifies Teska's approach to how this will be accomplished within the context of the Oak Brook Zoning Ordinance Update. `..¢., a Comprehensive Plan Implementation Approach Evaluate commercial bulk and design standards to maximize long term economic � potential while promoting strong, cohesive, and pedestrian oriented architectural z character; Q Review sign regulations,including potential customized regulations to enhance the cc: C .-, identityof commercial areas,requirement for office towers,and accommodations for i� different street types—local vs highway oriented buildings,and multiple frontages; Z .z:. Exploration of mixed-use districts along major corridors or infill sites, which may provide opportunities to expand housing options. Update of design standards for landscape,tree preservation lighting,and buildings that will enhance the character and reinforce the Village's vision as outlined in the Comprehensive Plan. Create a zoning process that is predictable, clear, and easy to use for developers, businesses,and residents. • Integrate Infill Development standards and design options incorporating new urbanism approaches for various lot types along commercial corridors and residential infill sites. ROUNDING THE PRODUCT Our team has a very practical approach to zoning code updates. Code standards must work in the real world, not just function as conceptual guidelines.The revised code standards must reflect development and market realities, as well as incorporating desired design elements. Our practice includes working with a number of communities on a long-term basis,which gives us a solid understanding as to the relative success of their development codes.Further,our team has significant hands-on experience serving as municipal planners; r` we understand what works when an ordinance is applied to an actual development. F At the end of drafting zoning districts,we will test the standards against sample sites to verify that the desired form of development can be accomplished by the revised codes. In addition, these outcomes would be reflected in graphics prepared for the new / revised districts. 4 , 17 s• III �. 'M P f A- ; A - � jjII EXISTING ZONING CODE OBSERVATIONS An overview of the existing Oak Brook Zoning Code suggests a need to pay particular attention to the following issues: Simplify and clarify sign standards through graphics and process flow charts. Update and consolidate extensive use lists into performance based categories. Identify locations where cluster type singe-family dwellings are allowed as a permitted or special use,or only as part of a PUD. Adder Site Plan Review process and standards addressing landscaping, buffering,and architectural design for By-right uses. Expand the Planned Development section to include establishment of mixed-use districts,design standards and incentives. Update parking regulations to match modern practice,particularly for multi-family uses,add lighting standards,and provisions for shared- parking reductions. Consider introducing higher density housing options,particularly in mixed-use districts as a part of PUDs. The current R5 District(the highest density district) permitted densities may not allow for condo type buildings at 5 stories. 0'.. 0,.. -a The following Scope of Work provides the individual steps or tasks and deliverables to be ' taken byTeska Associates,Inc.(Teska)during the development of Oak Brook's Zoning Code Update. All documents will be provided to the Village in digital PDF format for posting on a- the Village's web-site,with the final ordinance provided in MSWord and PDF formats. w Z:. The Zoning Ordinance update will be completed in three phases in accordance with the Q general schedule: Q Phase 1 Phase 2 Phase 3 Z_ Zoning Policy Preparation of New Development Emat Revrevrrd Z . Development Regulations tmplereatrorr y 2-3 Months 6-8 Months Mantis • e ' M . The proposed project schedule is preliminary and can be adjusted to comply with Village priorities. Budget Proposal The following phases and tasks will be completed for a not to exceed fee of $71,500, inclusive of expenses. k Project Management All drafts of major project report deliverables will be provided to the Village staff to allow sufficient time for review. Formal deliverables(final drafts reports)will be provided at least two weeks in advance of their release to the Zoning Steering Committee or the public,and interim deliverables will be provided at Least one week prior to public review. k' PHASE 1 : ZONING POLICY Task 1.1 Kick-off Meeting with Staff and Community Tour The Teska will attend one meeting with Village staff to review in detail the scope,schedule and responsibilities for all work,communications protocol,and key issues to be addressed in the Zoning Code. The Village will provide Teska with an electronic version of the zoning code and existing zoning map in GIS. Teska will join Village Staff on a tour of sites in the Village that are typical of zoning issues to be addressed in the code update, or serve as Q models for the type of regulations desired by the Village. a Deiiverables: Final work schedule and list of information needs. z Task 1.2 Evaluation of Current Development Regulations Teska will undertake a review of the existing Zoning Ordinance,Village planning policies, Subdivision Ordinance,and other related Village codes. The background information and analysis resulting from this review will be summarized in a Zoning Assessment report in Task 1.6,which will serve as justification for the Preliminary Recommendations described in Task 1.7..The evaluation of the.existing.code shall,at minimum,include;. • Review of Village Comprehensive Plan, Commercial Areas Revitalization Plan, and other related planning documents. m -n • Conformity analysis of bulk and yard standards, using GIS,Google Street View,and tour of a limited number of sites that are typical of issues associated with non- conformance. Teska will analyze zoning variations based on data provided by the Village in order � y to identify any consistently problematic districts or issues. Task 1.3 Key Stakeholder Focus Group Interviews Teska will conduct focus group interviews with different zoning user groups during a one day event at the Village with private and public sector representatives who are considered by the Village to have knowledge of the zoning and development processes in Oak Brook. The results of stakeholder interviews will be summarized in a Zoning Assessment report in Task 1 A.which will serve.as justification for the.Preliminary Recommendations.desc ribed in Task 1.7. Task 1.4 Creation of Project Website(Optional) Teska will design and create a project specific website intended to disseminate information on zoning reform and serve as a venue for citizen feedback and participation.Exact content of the website and its implementation will be coordinated with Village staff. f Task 1.5 Development Review Procedures Audit A predictable development review process is an important economic development resource. Considering development proposals in light of overly complex codes and lengthy [ f M J } t* © _ u UJ LLI Q "1 OAJo .- - .. . . . .. Q -• - •- •• .•• • • • .•• • - • • NoM Q - • o o•° • • • • s o .o• P processes that served communities ten years ago are no longer the best practices and can inhibit economic development plans. Communities that show potential developers that their review processes are understandable and predictable will be a competitive advantage. Review and Evaluate Codes:The Consultant will review information regarding the Village's development approval requirements and procedures including: zoning and subdivision codes, forms that are completed by applicants, data maintained on approvals, any flow charts for development related procedures, organizational charts of departments in development review etc. Development Related Interviews: As part of the key person interviews in Task 1.3,Teska will work with the Village to identify local developers and others who have been through the development approval process.The purpose of this step is to solicit general impressions x of plan review systems and specific descriptions of the customer service experience. In I with addition,discussions would be held with Village staff involved in development approva the intent of understanding how effective various codes and procedures are in supporting the Village's efforts to secure desirable outcomes from the development approval process. The results of the development process audit will be summarized in a Zoning Assessment report in Task 1.6, which will serve as justification for the Preliminary Recommendations described in Task 1.7. Task 1.6 Zoning Assessment Report & Policy Workshop with Zoning Committee/ Village Officials/Stakeholders 9 in with the Zoning Committee and other Village officials and �- Teska will attend one meeting g Stakeholders to present the Zoning Assessment report summarizing the findings from the C3- previous tasks, and to establish general regulatory policies that will guide the preparation of zoning amendments in the next phase. O Prior to the meeting we will also prepare"Technical Review and Policy Papers"on the issues Q that the Village has identified in the RFP,and emerge as problematic or important in Tasks 1.1 -1.4.Each policy paper will cover a specific issue and address the following: • What is the issue?What is the regulatory purpose behind the issue? �. • How the issue is currently addressed in Oak Brook? -- D • What are the potential courses of action available to address this issue? Each issue will be discussed and a policy direction determined. A goal of the workshop will p. be the establishment of priorities to guide the drafting of the ordinance revisions. Deliverables:Zoning Assessment Report summarizing the evaluation of the current code, and interviews,technical review and policy papers. Task 1.7 Preliminary Recommendations Report and Meeting A summary of the expected key recommendations for all major zoning ordinance elements as addressed in the Zoning Assessment Report will be provided to Village Staff and Zoning Committee in advance of meeting with the Zoning Committee for comment. Following the input from Village Staff,Teska will revise the report and present the findings and recommendations to the Zoning Committee. ASE : PREPARATION OF NEW DEVELOPMENT REGULATIONS Each of the following tasks/modules identified below will be reviewed by the Zoning —' Committee, and revisions made prior to presentation of the recommended Zoning (A Ordinance Update. Recommended changes to regulations and/or procedures will be CS .. presented in'track -changes'in PDF format, with additional annotations, where necessary, providing comments to explain the purpose of the regulation and alternative standards. us ¢ Meetings: a . Staff Meetings. Prior to submitting draft revisions to the Zoning Committee for each j v task or group of zoning issues suggested below,Teska will attend one video-conference call meeting with Village Staff to review the proposed changes, and modify the draft Z: regulations prior to submittal to the Zoning Committee. Zoning Committee. For each task or group of zoning issues suggested below,Teska will attend one meeting of the Zoning Committee to lead a discussion of each task,and " z to assist the Committee in establishing consensus on recommended regulations. O Work Products: a;. For each task below,Teska will provide draft regulations in PDF format. p Task 2.1 Annotated Zoning Ordinance Outline Prior to drafting the initial set of Zoning code amendments,Teska will prepare an annotated outline of the entire Ordinance that includes a chapter-by-chapter detailed description of = the proposed new Zoning Code, an overview of the proposed structure and substance of the new Zoning Code, and a commentary explaining the rationale for the recommended approach to drafting the Zoning Code. The annotated outline shall include examples of how the new Zoning Code would be used to implement the recommendations of the Comprehensive Plan and other community plans. Tasks 2.2—2.7 Drafting Ordinance Revisions Based upon the findings of Phase 1,Teska will prepare draft regulations amending part of or entire sections of the Village's Zoning Ordinance. It is anticipated that the draft _ regulations will be organized into five groups of related chapters or topics. Each group will be submitted to the Zoning Committee incrementally,to be followed by a meeting with the Committee and revisions based on the Committee's recommendations. The issues,topics, and the sequence of the discussions will be based on the issues identified by the Village in the RFP,Teska's review of Village codes,and priorities established during Task 1.6,the policy workshop.On the following page we offer a sample grouping. I i IL 0 o Q , p � 0- M C) O 5 • Residential districts and non-residential district uses and design standards, z standards for residential infill and teardown projects that are intended to preserve the neighborhood character, including the establishment of anti-monotony .g. standards; potential mixed-use or planned development districts,and form-based standards for the Historic Graue Mill Gateway district to provide a more predictable m and streamlined review process;and potential Zoning Map amendments. • General property conditions and standards for specific use including home C� occupations, outdoor storage, accessory structures; nonconforming lot, uses, and structures addressing the number and types of uses that are currently non- conforming by adjusting standards and creating performance criteria to maintain existing uses that do fit within the location of the use; siting standards for communication towers and antennas;green and sustainability incentives/standards and other environmental best practices to address issues associated with energy consumption,resource protection,and water management. • Special Use and PUD regulations,including Special Districts such as overlay,planned development districts,or mixed-use development districts. • Design Review standards, procedures and parking: architectural design, sign standards, landscaping, and site plan review; parking standards including a close examination of on-site parking requirements and opportunities to integrated shared parking, bicycle parking, residential and commercial truck parking,and landscape standards for parking lots; Development Review Procedures for all types of zoning approvals, including submittal requirements,Definitions; (Note: Stormwater best management standards to be incorporated in the Zoning Code will be obtained from available Village sources, including DuPage County. Deliverable: Digital PDF copy of Droft Ordinance in track-changes format. RASE : FINAL IMPLEMENTATION Task 3.1 Preparation of Final Draft Zoning Ordinance Teska will consolidate the recommended changes into one complete draft Zoning Ordinance Update. The final draft will retain all changes as highlighted text in track-changes format. c� Teska will provide a digital copy of the draft to the Village. O Deliverable: Digital PDF copy of Final Draft Ordinance in track-changes format. w a . Task 3.2 Discussion of Final Draft Ordinance with Zoning Committee u: Teska will attend two meetings with the Zoning Committee to review the final draft ordinance in its entirety. Based upon input from this meeting,minor changes will be made Z to the draft ordinance as directed by the Zoning Committee.The final zoning ordinance will be an interactive document that will provide links to related sections, documents and a: graphics. j. Deliverable:Digital PDF copy ofrevised Final Draft Ordinance incorporating Zoning Committee comments in track-changes format. u� C7 Tasks 3.3 Community Newsletter(print and/or web-based) Teska will prepare a newsletter as a 4-page brochure intended for public distribution,either C) via the website and/or in print. The newsletter will describe the zoning revision process and include text,charts,photos,and graphs as appropriate.The specific aim of the newsletter is to highlight the more significant changes being contemplated in the revision. Task 3.3 Community Open House t` �N < �c (Optional) An open house session will be held to y4 provide an informal means of soliciting Y public comment on the Final Draft Zoning Ordinance. This session will be organized and conducted by Teska t ce to provide additional opportunities for interested persons to be informed and provide comment in an informal setting prior to the formal Public Hearing. Deliverables: PowerPoint presentation $ a and five hard copies and 25 copies on k CD ROM in PDF format of Final Draft Ordinance in track-changes format for _! "' public review. � _� Task 3.4 Public Hearing Teska will present the Final Draft Zoning Ordinance at one public hearing before the Planning Commission. Teska will provide a summary of the major changes to the ordinance and offer a brief explanation of the reasons for the changes. Additionally,we will field questions and take feedback from citizens and other stakeholders. Deliverables: PowerPoint presentation five hard copies and 25 copies on CD ROM in PDF format O of Final Draft Ordinance in track-changes format for public review. O Task 3.5 Planning Commission Review and Final Approval `i tom. Based upon input from the public hearing, Teska will attend one Planning Commission O meeting to review the comments from the public hearing and discuss further modifications Z z as necessary. O' Deliverable: Final Draft Ordinance incorporating minor revisions as directed by the Planning Commission, m Presentation to the Villa c " Task 3.6 Present a Board,Adoption and Revisions g Teska will attend one meeting of the Village Board to present the recommended Final Draft Q.' of the Zoning Ordinance,as recommended by the Planning Commission,for approval and �'r" will prepare minor revisions to the proposed ordinance text as determined necessary by the Village Board. O ; Deliverables: The Final Zoning Ordinance,as approved by the Village Board, will be provided in digital PDF and MS Word formats. One original paper copy will be provided for reproduction. Task 3.7 Training Workshop on the New Ordinance(Optional) Teska will conduct a training workshop with Village officials, staff, and local builders/ developers/architects. The purpose will be to highlight the changes from the previous ordinance and educate attendees on the development review processes. Deliverables: PowerPoint presentation and 20 copies of a 4-page brochure summarizing changes between the old and new Zoning Ordinances. Twenty copies of both the presentation and brochure will be provided in PDF format on CD ROM. i OPTIONAL TASK 1 • DEVELOPMENT REVIEW COMPREHENSIVE ANALYSIS The services proposed below significantly expand on the limited Development Process Audit described in the Scope of Services underTask 1.5. Also,this analysis includes an evaluation of the "post-entitlement"permitting processes of the Village,in particular regarding site development permits and building permits. Other permitted items such as signs and fences also will be incorporated into the review. aBoth the scope of services and end product are to be focused on real world conditions as they �. apply to Oak Brook and not generalized or idea conditions. Understanding limitations related to di budgets,computer systems,and physical space is essential to this process. In this way,the work .z` program recognizes these unique issues. Therefore, in conducting this Task our intent will be to understand how zoning and building °C permits are reviewed and approved by the Village,specifically: Q ZThe permit review process and its specific steps, Any recent changes to work volumes and practices, N The physical spaces of work offices and customer areas, C The use of technology and other physical systems, C3 as The expected and actual roles of staff members providing the service, xd r What information is communicated to customers,how that is done,and by whom, The manner in which Village development policy is interpreted and applied, • Ongoing interactions with applicants through the approval process,and • The various perspectives on the process and customer service. The Task will be undertaken in three phases: y Data Collection and Evaluation Teska will undertake a comprehensive review of all development procedures and permitting functions. To do this Teska will review the following information: • Forms that are completed by applicants, • Forms completed and maintained by staff and consultants conducting reviews (particularly as relates to plan routing and approval), • Statistics regarding number of phone calls and customer visits related to permitting, • Statistics regarding"hits"to the various parts of the Village web site related to permitting, • Flow charts for permitting services related procedures, • Organizational charts of work groups involved in development services, Number of applications received (by type)by the Village over past three years, � T a • Data maintained or available on time required for building permit reviews, • Number of"re-reviews"required for plans submitted,and • Summary of technology used to facilitate review and inspection. i / ' � ` m Helpful Tools to Assist with Reviews Gis consortium My(ileneriew,Property Search r�js is an crifirm database chat allows you to vim fiage proper es and P my vim Pppeirt��S Informed n via a computer-birsedl GIS mapping system The database allows you to view search=1 provided by the Village where you can enter 0 an address to determine=Ing,vim aerial photography, 0 an aerial map of the VIlage,mont in and select individual properties,aridlor enter an ad- hly measure distance and area,draw,create and print chms,to view property specific information.To start,visit the'GIS Consodlurn'and find ..g you,property an the map,Once you've located and wrified the correct p,opertA select maps.in addition to theGIS C—rdurre and the'MY Glen- > the property or parcel you am reviewing to highlight such lensium the propertyl add—is vim Property Search,other online dartabaries including the ;K vvithin Glenvl w.IQ.Once you haw the parrat highlighted,select'Parcei Summary'listed 'Cook County Property Tax Partal'andCook Viewer-Cook under 7arloi`in the left sidebas(see screerishat below)to view property-specific details. ceis andvim praperry informiadon. Use the'GIS Consorcurd to acquaint ymrselfwith the property's loadon,address,zoning Plat of Survey 01 DO NOT USE the'GIS Consortium'to determine lot aresi,building square feet or impervious ...fac cova,mg,Details are not alwirys w,,nt­d m,y not reflect latest ch,,g,s to the A legal groplit,cl—movin,driawn to scale,showing the divi- pnopaZ.�Always—heck property information gathered via the'GIS Consortlurrewith sionsofa piece of land.Plats show subdivision%Individual N thePlatofSurvey. lots,and lot boundarms.The platting process allows gov­ 0 eming bodies to ensure prcipertles comply with zoning regulations including lot size and lot geometry.Plats am Z' typicailly Included with the propertys sale dorumen� Alunicocle The Village of Glenview's Legal Municipal Code listed on Munimcm.Commonly used sections include: and within that chapter. Aspa��the da�ud��n��T�ka�Up�p prepare m���m|��inp��� past applicants of the site and building permit processes (survey participants are best drawn from lists of contractors or permit applicants the Village may maintain). Detailed Process Evaluation Extensive interviews with three groups of users,including: Village Staff and Consultants. Meetings vvuu|d be held with key staff members and retained consultants involved in the permitting process. In addition, a tour of � development related departments vvnu|d be held to see how and where the review processes occur. By seeing the process through the perspective of the customer or (figuratively) the perspective of the plan being reviewed,Teska can best understand process workflows and parts of the process impacted by the physical workspace. User Focus Group Meetings. Interview with contractors, developers, residents, business owners,and others that have been through the permit approval process. The purpose of this step is to solicit general impressions of permitting processes and specific descriptions of the customer service experience. Findings,Recommendations,and Action Plan Teskawi|| prepare a summary document outlining observations and recommendations for enhancements to theVillage's development review processes.As appropriate,recommendations for strengthening the permitting process might include: ^ Changing review process work flows, updating applicant and public outreach ^ � information,revising inspection practices,changing submittal requirements,and ^ Changes to practices and policies,staff training,and possible changes to the physical | space mf the development review activity. i Teska will attend meetings with Staff, Planning Commission,Village Board Committee of the � Whole meeting, to present and discuss the report findings and specific short-term and long- | term implementation steps. � � � OPTIONAL TASK 2: WEB-BASED INTERACTIVE ZONING ORDINANCE Q Teska will work with PlaceVision (www.PlaceVision.com) to create an interactive online p zoning ordinance. Crystal Wilson, PlaceVision founder,will join the team to give Oak Brook CL... a one of a kind zoning ordinance. Background information regarding PlaceVision may be LL found on page 43. CL PlaceVision proposes a comprehensive zoning guide website to clearly present zoning ordinances with user-friendly tabbed categories. It will preserve the structure of the legal document and support graphic explanations by topic and type such as districts,streetscapes, �t signage,and landscape requirements. '1_ o�c The legalese language fulfills the legal requirements but can alienate users including home E}. owners, local developers, architects and consultants. Most ordinances are not searchable .;, Z (not intuitive), difficult to understand (non-visual), and cumbersome (not user-friendly). A Z" website consisting of graphics,Google maps,and search capabilities wi11 present information �:-- so that it makes sense to citizens, developers, landscape architects,and other users of the ordinance. rp A combination of WordPress and SiteVista°, an application developed by PlaceVision, will x ¢ r provide the necessary components to: Present zoning maps interactively on Google Maps • Present a zoning guide consisting of text and explanation graphics • Showcase Illustrations and photographs Present dynamic use and bulk tables for quick reference • FAQs-Keep a log of Frequently Asked Questions • Glossary of Terms with supporting graphics and links to the text • Showcase key sites and related information on a Google Map • Extensively search by keyword and filter by user-type PlaceVision has conducted extensive research on zoning ordinance presentation materials. We have crafted the ideal process and solution_ to organize zoning ordinances online so they make sense to the people that reference and use them. ��Sd EXAMPLE WEBSITE f • s • • • ZONING GUIDE PAGES The guide pages on the zoning web site explain the district in plain English, present bulk,link to the zoning text and glossary,and can link to a Google map of properties in the district. 0 m 0 Lo --i O (vv QID Z cr W LO :3 m r) LA Lo v n? (D 3 fl, 3 O 0Cu N in v °« �' O '< {JI v o 0 �. n O -r O LO r+; 3 O yn rt rr 0 (D (D DL/I r) aj x n LA v N Qj Ul 3 N M. `< n X O La (D03 Ln v 3 m n (D CCD 03 Gl Q in m < :3 (D ET 2= rt m o 3 Ln rD a ° w Q Gl 3 rt f r O LO . O -n rD m 0 0_ V rD o (D Lo rD S (D Oil Firm Profile PLACEVISION' Q W D PlaceVision Inc,a nationally recognized web P1aceVision's experience and strengths includes: communications firm,was founded in 2006 to O help urban planners communicate effectively O Statewide website databases,multi-user Q online with stakeholders through consulting environments,content management systems 7C and web development services such as public 0 participation websites,applications,and O User-friendly GIS that can easily be loaded, Z visualization tools for zoning,economic viewed,and understood by non-technical Z development,and land use planning.PlaceVision web users is a nationally certified woman-cvmed business and has worked on projects throughout the United States. O Cutting-edge community participation tools 0 such as Community Remarltsr",a results- Q< The firm has an outstanding reputation for patiently oriented tool to solicit quality citizen feedback workingwith clients to interpret requirements into online and through smartpinones z technical specifications.PlaceVision has created Z technology blueprints for statewide and regional O Market analysis and needs assessments from r) projects with complex technical requirements potential users of a website to produce an R7 ` that resulted in successfully leveraging a blend appealing product from the results C of technologies to appeal to a technical range of users.The firm guides the development of O Visually appealing website design that A websites to help deliver information in the most encourages public participation and feedback M M appropriate user-friendly,and visually appealing way from community members and stakeholders utilizing social media,email subscriptions to Crystal Wilson,the founding principal,has over the website and newsletter,and public 0- ten years experience blending the communication commenting on web material needs of planners with the expectations of the tA public. She has expertise in the areas of web Visualization materials,both 3D and 2D,to ]> design and usability,web mapping,and marketing. show what a plan and strategy will look like r She has been a repeat speaker at APA conferences after it has been implemented for the purposes of about the keys to successfiil engagement strategies gaining community favor,recruiting develop based on her own work.She is the former Vice ers,and assisting with implementation Chair of the APA Technology Division and the Communications Chair of the AIA,Technology O Graphic design and photographic manipula- in Architectural Practice division She leverages lion such as 360 degree panoramic images, a Bachelor's in English and a Master's in Urban photographs showing before and after Planning degrees to facilitate successful online scenarios,and interactive streetscapes to public participation. illustrate development opportunities ;D Consolidation of planning materials on a website so they make sense,can easily be visualized,and linked to maps PlaceVision EO.Box 351125 Jacksonville,FL 32235 Ph:(773)547-7347 www.PlaceVision.net Year Established(S Corporation)2f106 as PlaceVision Inc Previously known as Urban Visualization - EXHIBIT B OPTIONAL TASKS 14 #33342269 vl Oak Brook Zoning Ordinance Proposal Optional Tasks Cost Estimate October 16, 2015 tuft Optional Tasks The following tasks are identified as optional services in the proposal provided to the Village of Oak Brook by Teska Associates, Inc. (Teska),dated August 14, 2015. A summary description of each optional task and cost estimate is provided below. Teska will take a primary role in providing the services identified,except for the Web-Based Interactive Zoning Ordinance identified as optional task 2 on page 40 of the proposal,which will be performed by PlaceVision (a subcontractor to Teska). Task 1.4 Creation of Project Website Cost Estimate: $3,000 Teska will create, host, maintain,and monitor activity on a unique project website with a separate dedicated URL address. The main features of the website will include: • Upcoming events/meetings calendar • Project background description with outline of planning process tasks and tentative timeline • Documents center—links to current code and all draft reports,memos, ordinance changes • Comment section providing residents, business and property owners to add ideas or to identify areas of the code needing change, and to provide photos of existing conditions to further illustrate either undesirable conditions or potential desirable projects. Teska will work with Village staff to design a website that meets the needs of Oak Brook. An example of a recent dedicated website prepared for the City of Champaign zoning ordinance update project can be accessed at http://zonechampaign.com/ Task 3.3 Community Newsletter(print or web-based) Cost Estimate: $1,700 Teska will create one community newsletter in a 4-page brochure format to serve as an executive summary of the zoning process. The newsletter will highlight the more significant changes proposed in the draft ordinance update that will be subject to public review in phase 3 of the zoning update process. Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook October,2015 1 teSka Task 3.4 Community Open House Cost Estimate: $2,000(if event occurs on same day as the public hearing);$2,700(if event occurs as a separate meeting day) The open house session provides an informal means of soliciting public comment on the Final Draft Zoning Ordinance. This session will be conducted by Teska to provide additional opportunities for interested persons to be informed and provide comment in an informal setting prior to the formal Public Hearing. Significant changes to the Zoning Ordinance will be summarized on presentation boards,and in a brief PowerPoint presentation. Five hard copies and 25 copies on CD in PDF format of Final Draft Ordinance in track-changes format for public review. Task 3.7 Training Workshop Cost Estimate: $4,700 Teska will conduct a training workshop with Village officials,staff, and local builders/developers/ architects.The purpose will be to highlight the changes from the previous ordinance and educate attendees on the development review processes. A PowerPoint presentation and 20 copies of a 4- page brochure summarizing changes between the old and new Zoning Ordinances will be provided. Twenty copies of both the presentation and brochure will be provided in PDF format on CD ROM. Development Process Review:Comprehensive Analysis(Optional Task 1) Cost Estimate: $10,000 The services to be provided by Teska under this optional task significantly expand on the limited Development Process Review Audit described in the Scope of Services under Task 1.5. In additional to expanding the number of key individuals and user groups to be interviewed,the focus of this comprehensive evaluation will be on the'post-entitlement' permitting processes of the Village, in particular the zoning,site development and building permit systems, including permitting for other items such as signs and fences. (see page 38 of the proposal for a complete description of all tasks) Therefore,in conducting this Task our intent will be to understand how the zoning and building permits are reviewed and approved by the Village. This task will be undertaken in three phases: • Data Collection& Evaluation—a review of all development procedures and permitting functions. • Detailed Process Evaluation—expansion of focus group interviews and outreach to specific user groups, including Village consultants, contractors, developers, residents, business and property owners. • Findings Recommendations,Action Plan & Meetings—report summarizing findings and identifying specific changes and strategies for improving the Village's development review process. Teska will attend meetings with Staff, Planning Commission,and the Village Board to present the report findings and discuss implementation steps. Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook October,2015 2 tesilm Web-Based Interactive Zoning Ordinance—PlaceVision(Optional Task 2) Cost Estimate: $15,000 Teska will work with PlaceVision (www.PlaceVision.net)to create an interactive online zoning ordinance. Crystal Wilson, PlaceVision founder,will join the team to give Oak Brook a one of a kind zoning ordinance that will clearly present the zoning ordinance with user-friendly tabbed categories, customized to specific user groups,such as homeowners, consultants,contractors,architects, developers. It will preserve the structure of the legal document and will support graphic explanations by topic and type such as districts,streetscapes,signage,and landscape requirements. Most ordinances are not searchable (not intuitive), difficult to understand (non-visual), and cumbersome (not user-friendly).A website consisting of graphics, Google maps, and search capabilities will present information so that it makes sense to citizens, developers, landscape architects,and other users of the ordinance. Using web-friendly maps from geodatabases,the final product will be linked to parcel level data so that basic zoning information for each parcel can be accessed via a Google map,with additional intuitive links to various additional common zoning topics,such as building setbacks, lot coverage, fences, and signs. The final products will be less expensive to maintain, and will be easy to amend allowing Village staff to edit content on the website. A complete description of the PlaceVision approach and product functions is provided below. Background information regarding PlaceVision is provided on page 43 of the proposal. Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook October,2015 3 tesim PLACEVISION Approach Summary Users of zoning ordinances as well as codifiers have been looking for a more intuitive way to organize the complexity of zoning as a legal document online. We understand that the presentation and format of your zoning ordinance is a difficult task to master. Your ordinance needs to be easy to use and update, present information in a streamlined fashion, and make sense to community citizens, developers, landscape architects, and other users of the ordinance. In order to reduce confusion, you need to restructure the ordinance without altering its meaning. You might have limited resources to interactively connect sections of the content online.You might spend too much time answering requests to explain the ordinance. You currently do not have the capability to easily publish amendments to the site without hassle, and have possibly struggled to publish GIS maps to your ordinance. You are not alone. Over time,your ordinance becomes a cumbersome task to administer and explain.The legal structure of the document does nothing to help ordinance users find pertinent information. This leaves the public frustrated and with the need to call the city to get further explanation. An easy-to-use and easy-to-update solution has been desperately needed for the presentation of zoning ordinances.The ideal solution will also be budget friendly. It addresses the need to preserve the legal document structure, create web-friendly maps from geodatabases, present explanations to the ordinance in plain English with illustrative examples, and is straightforward to amend and edit on the website. PlaceVision has conducted extensive research on zoning ordinance presentation materials. We have crafted the ideal process and solution to reorganize zoning ordinances so they make sense to the people that reference and use them. Our expertise in website usability, interactivity, and technology as it applies to the needs of urban planners makes us a unique web development firm. We want to help solve the structure of your zoning ordinance issues collaboratively through a partnership with Teska Associates Inca Now is the time to make your ordinance user-friendly and interactive. Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook October, 2015 4 teSka Proposed Work Program Imagine community citizens navigating the ordinance through a guide that explains key regulations in plain English with illustrative graphics. Imagine a user tool where homeowners can filter the ordinance related to their needs. In the same manor wayfinding signs help you find your way through a community;wayfinding needs to be applied to zoning. Navigational aids will be applied to zoning through a digital format to enhance the usability of complex documents.The same philosophy is applied to the print version. Our approach will be from the perspective of the end user. Teska Associates, Inc. and PlaceVision will provide guidance in the organization of the information to be intuitive for all user groups. We will capitalize on the most effective presentation formats other cities have adopted to achieve measurable results. Online explanations of basic zoning concepts and regulatory procedures will be print-friendly. A glossary of zoning terminology with illustrative descriptions will make it easier for citizens to understand key concepts. Comparative bulk tables pull out pertinent information from the ordinance for quick reference. Interactive zoning maps are presented in the familiar environment of Google Earth where users query by address or zoning district to see it on a map. Landscape and signage requirements are grouped by topic rather than scattered throughout the code. Amendments to the ordinance are no longer overlooked because they are accessed from relevant locations rather than as a separate document. There is a need to publish the zoning ordinance intact, as the official legal document.The problem with stopping here is that only lawyers and those high skilled in zoning practice understand this legal document. The legalese language fulfills the legal requirements but alienates most of the users of the ordinance including homeowners, local developers, architects and consultants. If you stop here, the ordinance remains difficult to search (not intuitive), difficult to understand (non-visual), and bulky (not user-friendly) once placed online. PlaceVision has identified b main sections for the proposed Oak Brook zoning website: ➢ Interactive Maps-Google Earth maps with SiteVista® ➢ Zoning User Guide-with text and graphics in plain English ➢ Zoning Text-the legal document preserved in PDF ➢ Bulk and Use Tables for quick reference ➢ FAQs-keep a log of frequently asked questions ➢ Glossary of terms that supports graphics and links Interactive Maps "When someone sends us a site plan, before I look at the ordinance, I look at Google Earth to see a satellite image and see how may trees there are to understand the context.To be able to do that and have information linking to all of a municipality's maps and codes such as a zoning ordinance, overlay districts, future and existing land use maps, and even comprehensive plans would be phenomenal." Katrina Laflin,RLA Laflin Design Group Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook October,2015 5 tesiall 1 MW ,1 uw ' .. ., ten.• uw+etw,++ � W.r.de,aooaanw � _ n i 5� A Y'` � � SK4t.M S5�axaiv!!atu arwaa. a i z t1PPIk'QR Y3t xnnxwnwk nb sX r' ' H a, GoaUWR Gaadkhb 5W1rAM pip A$ gaL.vA iy r A4q�9'•h'b� ry.r�gn.n..� y ' �9asr _ ��'tn. p d4C l %..nnw4 SOW P x S i PlaceVision will use proprietary software to present user-friendly parcel level information effectively on a map without expensive overhead or cumbersome mapping technology, using SiteVista@. It is a web-based geodatabase that displays property data on a web site and in Google Maps & Earth. Imagine querying zoning classifications from your online ordinance then mapping the results in the familiar environment. Click on a property placemark and read about the specifics of the district in a pop-up HTML window linked to the map. Traditional web-based GIS is not intuitive for most web users. SiteVista®is the newest solution for planners to make maps and the public to intuitively view them. PlaceVision will import your geographic information into SiteVistao. Features Include: ➢ Parcel Level property information Import existing property information from GIS or add properties manually Attach photographs and document to the property Password protect sensitive documents Assign attributes to the property Create links to articles of the zoning text Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook October,2015 6 tesim ➢ Zoning Maps as overlays in Google Earth Upload GIS layers as base layers to be displayed in Google Earth Assign unique placemarks for each property type displayed on the map Save map queries for easy reference Email links to the zoning map directly from the web site ➢ Advanced Search The zoning maps web site allows for properties to be searched by any criteria in the database. For instance search by: zip code address land use zoning keywords associated with properties. Results are collected from a search allowing the user to generate a Google Earth map from the results with property information appearing in a pop window, or select a specific property to view the HTML property page without viewing the map. ➢ Property Image Gallery Any image uploaded into the zoning maps property page is automatically displayed in an image gallery.The image gallery features every image inserted into SiteVista@. When the user selects an image from the image gallery, they are taken to the HTML property page to view property details. ➢ Easy Expansion and Maintenance Administrative Capabilities Track an unlimited number of property attributes such as date constructed, architectural style, historic property data, overlay districts, and variances. SiteVista@ can be utilized to administer historic districts, economic zones, and TIF districts by expanding the property attributes table. Inserting property data is as easy as filling out a form.Through the administrative area, planners can add property addresses through a form to eliminate the need for GIS skills or technical support. If you already have a GIS database, PlaceVision will import it into SiteVista@ to instantly turn it into a live,interactive web site. ➢ Advanced Administrative Capabilities Should you want to expand SiteVista@ to use as a property tracking tool,you have the full capability to add additional property attributes to the property insertion form.We call this capability "Super Administration." For instance, if you would like to expand the geodatabase to add data related to historic properties such as a drop down list of your historic districts,you would create it in the Super Administration. The drop down menu will instantly appear on the property insertion form for planners and staff to assign a property to a given historic district. Any attribute to add to the property information database automatically appears on the public search page. Each attribute enhances the usability of the geodatabase by making it easier to search properties by a variety of property attributes.The search results can then be mapped and saved. Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook October, 2015 7 tesim Zoning Guide "Zoning ordinances are used by citizens/community people with questions about buildings on their lots and what others around them can and cannot build on the lots adjacent to their homes.Local developers, consultants, and home owners are the majority of users who need basic graphics to explain the most useful information." Benet Haller Director of Urban Planning and Design, Department of Planning and Development City of Chicago Create HTML web pages to explain and present an overview of zoning districts, graphic explanations, tag for specific user groups, and create an unlimited number of explanation pages for each district. Link from the Zoning Guide to the Glossary, SiteVista@, and Zoning Text sections easily. PlaceVision works with your staff to import the content of the Zoning Guide into the web site. We prefer not to be responsible for generating the content of the site. ➢ User Wizard The guide was created around the need for zoning explanations to be referenced by specific users. For instance, a landscape architect using your ordinance might only want to view information relevant to parking structures and landscaping requirements.The zoning guide enables you to identify specific sections pertinent for a landscape architect. Ordinance User Groups Commercial Proferty_Owner go E©rn�cc �rAAer4Y�N��r...�.�.�sTv Developer Home Owner Home Owner in Historic District Landscape Architect The wizard appears in the zoning guide navigation as a drop down menu of defined ordinance users.Select one of the users and a result page returns the tagged pages relevant to that user, making it easy for users to directly access ordinance text and explanations. ➢ Content Management System for Guide Pages "What your goal is,is to make it easier and take away some of that detail and get the person exactly what they need.They don't need to know everything under the sun.If they want to know, they can get into it but more importantly they can pick and choose what they want to get." Ben Carlisle,AICP Associate Planner for Teska Associates Zoning Guide Sections Sections for the guide are created in the content management system.Zoning districts are sections appearing in the site's navigation. Users select a district from the drop down menu to view the guide page. Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook October, 2015 8 tesim Guide to ZDning Districts SR-6(Medium Densoi"uitiple Family Residence District' Submit ER-1(Estate Residence District) ER-2(Estate Residence District) ER-3(Estate Residence District) MH-1(Restricted Mobile Home District) SR-1(Suburban Residence District) SR-2(Suburban Residence District) •SR-3(Suburban Residence District) ASR-4,0ubiirban Re I il+ coistrtct SR-S(Low Density Multiple--Family Residence District) SR-6(Medium Densi Multiele-Familx Residence District) Create and administer an unlimited number of pages The Zoning Guide is a web site with a content management system designed specifically for ordinances. An easy-to-use form interface enables non-technical administrators to create web pages for the guide. Add an unlimited number of pages, edit existing pages, and delete pages through a web browser. urnanxsveasapat;sr,a G4.1L'fu.sMm>$axefi, d�dtYdMOA=e Harms- Rstrvtry. Yr.r .... ',Gt-.�`6V4whPYeiiOwav4kle5II .. ,. . i u 51{-2 Yubu.WrcueY.dei 9nY tY F 'SAo- &,bob...vsa 4 &to O K.a a a..e.e w..a.x.a,ku -5R-i ReY pvn4ry Ntticpn-Faaty l4tYGrn[x OitlnSta `Sfi•6MM Dmu _ v-fa�l vn,rc..il tntl GNPSCIIACN f.YIIPdt1 ® as p t h. aje Add graphics and images to the pages Every page has the capability to add images and illustrations to support the guide's explanations. Graphic explanations are a key component to the guide to support an understanding of the ordinance to homeowners and local developers. Image formats supported are JPEG, GIF, and PNG. The Zoning Guide displays the sections of the ordinance with special pages containing summary tables and graphics. A graphics library can also be created linking to a glossary of terms. The Guide will allow searches of the website by land use, districts, specific use, and zoning district. Relevant search filters can also be applied to specific user groups, such as homeowners, architects, developers, contractors, and landscape architects. (see illustration below) Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook October,2015 9 Filter Ordinance for Home Owner Iontng Districts: EH-1(Estate Residence District) . p nt its¢Page Etnaif`he Page Speclfle Uses in_lhis DtsMe! �� �t�fl$l�� e `a � �'�-� F� L*s:nale Family This district is intended to permit development,which has a low density,estate community L►Group Hermes character.The land use standards for this district permit primarily single-fornify detached residential development and a variety of related group home uses. Although new homes in EH-1 districts must be on larger and wider lots than homes in ER-2 This Pa a has been ed[or. districts,yard requirements and the same high open space ratio(OSR)preserve the open i space that characterizes both districts.The floor area ratio TEAR)of 0.5.together with the sizeable required lot area,fends to produce large,roomy houses.The maximum height of =��►Archiiect- buildings in Rl districts is not fixed but is governed by sky exposure planes.Auto ownership -.-►oevelooer rates in EH•i districts are typically high and,like other lower-density districts.which ore often distant from mass transit lines,one oft-street parking:space Is required for each dwelling unit. `-+Home Owner ngleai»ify3Ef >~t�#€e3# erGe � t _.__ lot.. ,lot.. ���hoM� Rers���Slde Yards(Mint OuYding Ra4u4ed _�� j Wldlh Meer - FAR t OSR Yard Ywd °' Heigtd parking fMin) ! (MinJ (Maxi (MInI (Min) IMinJ ► Total EaaA; (Max) (Min) r ? 100 ft 9.SOD tf 0 S 1500 20 ft 3011 2 35 ft 15 H ! na' 1 per dwelling unit 4 60 it * 5200 sf 0.5 ! 1500 20 it 30 it 2 20 it 8 it ; nor t per dwe45ng unit N Zoning Text Publishing the zoning ordinance in its legal form is no easy task!The Zoning Text section of the site maintains the Article and Chapter format in a user-friendly format. It allows staff to present Chapters, Chapter Contents, and date of last Amendment online. Similar to the creation of pages for the Zoning Guide, this section allows planners to upload the legal document of the zoning ordinance in a user-friendly HTML and PDF format.The zoning text can be searched, tagged for particular user groups, and linked to the Zoning Guide. Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook October,2015 10 �[1' I•—faltl8C81'P Chapter Contents Amended Chapter 1 Title,Establishment of Controls and Interpretation 7/23/08 (80k) of Regulations i • 11-00 Title I e 11-10 Establishment and Scope of Controls, Establishment of Districts and Incorporation i of Maps e 11.20 Interpretation of Provisions. e 11-3D Building Permits issued before I. Effective Date of Amendment e 11-40 Exceptions,Variances,Authorizations or Perm its I: a 11-50 Separability, e 11-60 Violations e 11-70 Effective Date I f Chapter 2 Construction of language and Definitions 7/23/08 i (289k) e 12-00 Rules for Construction of Language e 12-10 Definitions Chapter 3 Comprehensive Off-Street Parking Regulations in 10/17/07 ( (52k) Community Districts 1,2,3,4,5,6,7&8 in the j Borough of Manhattan and a Portion of Community Districts 1 and 2 in the Borough of Queens • 13-00 General Purposes e 13-10 Permitted Acrossory Off-street Parking Spates e 13-20 Permitted Public Parking Lots. e 13-30 Permitted Public Parking Garages within the Long Island CitySubect-Area e 13-40 Wulree Accessory Off-Street € Parking Spaces e 13-50 Special Permits and Authorizations Chapter o Sidewalk Cafe Regulations 4/30/08 (58 k) e 14-00 General Purposes • 14-20 Enclosed Sidewalk II side alk Cafes Graphics ➢ Photographs Photographs of existing properties to use as examples for the Zoning Guide can be taken for each property type.We suggest at least example one photograph per zoning district to provide context. ➢ Illustrations Illustrative graphics showing attached, detached,side yards, height, FAR options, and open space quickly define what the zoning ordinance requires in a more user-friendly manner. Illustration examples are the key component to the Zoning Guide to make legal requirements more understandable and visual. Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook WA October,2015 11 See the Buffalo zoning website as an example: http://www.buffologreencode.com/green-code-components/unified-development-ordinance/ u BUFFALO fE gI"I~'enct,.-'be Overview Components Public Participation News Contact Us cL Unified Development Ordinance ,ear,aGwFCode-Gmn Code C,pb,�u>UalaedDeWaPmerto1d Zoning is designed to protect a community by oudmingwhat canand -- — _ gj-en ant be built on a given piece of land.It sets standards to ensure that adjacent buildingscomplemematherthanrsmflictwlth each other.And Green Code Components It determines whether homes,schools,and stores are clustered together orsetfarapart »Land Use Plan The UDO is the city's first comprehensive zoning rewrite since 1953 and »Unified Development ordinance - codifies the land use policies ofthe comprehensive Plan and Buffalo Green Code planning document s.ltwil l combine land use,subdivision, >)Local Waterfront.Revitalization Program and public reabn(e.g.;streets,parks,and sidewalks)standards into a singllee,,u use er-friendly document. »Brownfield Opportunity Areas ' l�\ The U00 implements the community'svision forthe development of the city.Responding to considerable input from residents and business »Urban Renewal Plans _ owners,it will be a'form-based code,'emphasizing neighborhood di. 'a character,as Its organizing principle.This approach was chosen because »Generic Environmental Impact Statement of its unique opacity to help realize thecommunitlJs vision forwaBeable, -- 3rdxtarce transit-supportive neighborhoods.It will be a more accessible document, with illustrations,tables,and plain English text,making the ordinance Sian up For Info and Updates I easier to understand and apply. I P�j by GrSaresubsmiaam The entire Document(92 MB)is available here or broken into articles below. To download multiple PDF documents in a section,go to the bottom of the page Contents Article 1,Introductory Provisions Title,Purpose&Appliabifity - Zoning Map Transition Rules Effective Date Article 2.Definitions&Measurements Rules of Interpretation GlossaryofTenns Measurements&Exceptions Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook October,2015 12 tesim Use and Bulk Tables Add a matrix of uses to easily present and clarify permitted and special uses per zoning classification, and present bulk information per classification in a quick view table format. Each zoning classification is linked to the Zoning Guide for graphic clarification and details. Specific Use ER-1 ER-2 Sg=l SR-2 SR-3 SR-4 SR-5 RIE3.1 s,$esTdestfol a+` r H. a � Single Family P P P. .PP P P. Duplex (SF—hed) P p Townhouse P A . w,_.. ...P. _.... .... ._._ ....- _._. ......-... Muhi-Family Dwelling - .. p P Halfway House S S Group Homes S S S S S S S Mobile Homes P Hifxestbnsi Irratttutl®a - FAQS The FAQ module enables municipal staff to maintain a log of frequently asked questions and post them to the zoning web site. A FAQs section will immediately address common questions. Questions and answers are added through an easy to use form interface that are instantly published to the site to reduce phone calls and redundancy. Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook October,2015 13 tesim Glossary of Terms An HTML page of terms is linked to the ordinance text and zoning guide for further clarification. This page can contain explanation graphics and photographs, terms, and definitions organized alphabetically. It is also linked to the website's Content Management System to be easily edited through a simple form. orammam Search GLOSSARY Setback A setback is the potion of o building that Is set back above the _ base height for street wad or perimeter wall)before the total height of the budding Is achieved.The position of a building. €, z„ � t setback in height factor district h controlled by sky exposure € r: "` f€br€r � planes and.In contextual districts.by specified distances from r s streetwalis c� .,�` � `' � € $" To matrhtafrt the traditional sheeiscape to certain residence � f districts,front yard or street wad location regulations mandate the i 17 - -'*� �h rr"mum distance between or building's front woo and the street ' tine. .a qua; Stepped setbacks to Average of setbacks Aver in R2A R3A.R3%.R4A.Rot and RSA districts,K the cidjoCent front '1 age of setbacks yords are deeper:than the minimum required front yard.o new j match adjacent on path sides of the street of adjacent 6oildings butdings building must provide a hunt yard at least as deep as one of the : -I adjacent yords up to a depth of 20 feet.. BACK TO TOP i Side lot A side lot ribbon is an 8-to I0-foot wide strip that extends along the entire length of the side lot line of a.zoning lot from the street fne to on intersecting rear lot fine. In some zoning districts,parking must be located in a side lot ribbon.:Where a side lot ribbon is used as a common driveway for two zoning lots,it may occupy space an both sides of a side lot line. Zoning Ordinance Proposal♦Optional Tasks Village of Oak Brook October,2015 14 tesim