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037-87 Ordinance RECORD OF ORDINANCES 355 National Graphics Corp., Cols., O. Form No. 2806-A Ordinance No.______37-87________ Passed _____19_____ AN ORDINANCE TO ACCEPT A QUOTATION FOR CONSULTING SERVICES TO PERFORM THE FINANCIAL ELEMENT OF THE COM- MUNITY PLAN AND TO DECLARE AN EMERGENCY. WHEREAS, Council has requested that a Master Planning process be under- taken; and, WHEREAS, the planning process as it has been devised is to bring physica as well as economic considerations into a common focus; and, WHEREAS, each component of the planning process, including the financial element must be closely coordinated by the Dublin Planning Director with respect to overall work program. NOW, THEREFORE, BE IT ORDAINED by the Council of the Village of Dublin, State of Ohio 5 of the elected members concurring: Section 1. That the quotation of Burns, Bertsch, and Rainey, Inc., in the amount not to exceed $26,020 for said services by, and hereby is, accepted. Section 2. That the Acting Manager be, and hereby is, authorized and directed to enter into a contract with Burns, Bertsch and Rainey, Inc. Section 3. That there is hereby appropriated from the unappropriated balance in the General Fund to account A01-04-4A-2350 for Professional Services the sum of $26,020 to cover the cost of such services. Section 4. In order to preserve the health, safety and/or welfare of the citizens of Dublin, that this Ordinance be declared an emergency a>Zd shall take effect and be in force immediately upon its passage. Passed this 6th day of April 1987. Mayor - Presiding Officer ATTEST: z~~~ Clerk of Co ncil Sponsor: Planning Director 1 hereby certify that copies of this Qrdinance!Resolution were posted in the ' of i~'=,~~io acLc:dance with Section 731.25 cf the 1%~:i~J i;e',;=^~ Ca;e. z z_. Clerk of Council _ SCOPE OF WORK The core of. this proposal is to provide the Village of Dublin with the tools it needs to determine the impact of development proposals on the community. Dublin is taking a wise and important step in undertaking this kind of analysis. Many communities across the country, faced with similar kinds of rapid development, have found that their costs outstripped the revenues from development because they did not have the knowledge they needed when the development decisions were made. A number of studies on the cost of development can be found in the planning literature. These provide us general guidelines, helpful methodologies, and even some useful estimates of the dollar costs and revenues. However, specific data are needed on Dublin and the Dublin area to assess development strategies. In addition, zoning and other development decisions should be based on a very specific and precise economic impact analysis for each project. For these reasons, this proposal contains two major blocks of work: (1) Analysis of Development Strategies: The first steps proposed here would provide Dublin with the analyses needed. to adopt a general strategy for the community based on potential economic impact of physical development. This would include review of economic and demographic projections and cost/revenue analysis of several kinds of development strategies and commercial and residential development mixes. (2) Procedures for Development Impact Assessment: We also propose designing a procedure for doing cost and revenue impact assessments for major community development decisions. This would provide a consistent and defensible method of doing impact assessments. [The text in bold type below is from the Village of Dublin's request for proposals. Burns, Bertsch, and Rainey, Inc. 's proposed work is shown in regular face type.] A. Assess Dublin's economic strengths and weaknesses on a local, regional, and state basis_ As specified in the request for proposals, the analysis of the Dublin economy should examine the community in the context of the region and the state. The Dublin economy has (and always has had) some strength and independence. However, many of the important economic forces lie outside its boundaries and decision-making. For example, the demand for office space is a function of the overall performance of the Columbus economy. The supply and the market rate are determined by construction in other areas of the region as well as Dublin and a host of public and private policy decisions. What would happen if developers Page 2 write down the cost of downtown space in order to fill it? This has happened in other cities. Steps in the analysis: 1. Inventory of Existing Studies: The analysis should begin by collecting all of the available economic projections and analyses for Dublin, the Columbus area, and the State of Ohio. What are the projected growth rates for population and various industries within the region? What are the assumptions upon which these growth projections are based? 2. Analysis of the Assumptions in Existing Studies: The existing studies should be analyzed and their assumptions assessed in light of current conditions. For example, studies done only a few years ago will have been based on energy costs that. may be unrealistic today. 3. Alternative scenarios: Several alternative growth scenarios should be developed. These should include residential and commercial development. Each scenario should indicate the assumptions under which it is based and the factors that will control them. For example, one scenario might be based on an assumption of current rates of growth for Northwest Columbus, with attendant impacts on the Dublin School District and commercia]. services. Some estimate should be made of the probabilities of each assumption, e.g. "a development moratorium by the City of Columbus is highly unlikely." From these it will be possible to develop a most likely course for development and key decision points. 4. Cost/Revenue Impact: For each of the scenarios a set of impact calculations for the Village of Dublin should be prepared. What would the scenario require in the way of additional services in Dublin? What would it bring in new revenues? B. Develop a financial plan that identifies the interdependencies of the physical and economic development of Dublin with regard to commercial versus residential growth (appropriate ratios), potential capital~budgeting policy, development timing and substance. C. Assist in the development of economic development goals and objectives. Parts B and C need to be treated together as they move from background studies to the development of Village policies. The studies in Part A, above, would provide the background information necessary for a financial plan. The plan itself should be developed in two stages. First, a set of plan elements Page 3 would be prepared: preliminary goals, options papers and analyses. Then, after these were discussed and goals adopted, then the plan itself would be prepared. 1. Preliminary goals and objectives: A set of preliminary economic and physical development goals should be developed based on the Village's present goals program. 2. Policy options papers: The policy options papers would lay out the implications of the preliminary goals. They would all look at the major decisions under the control of the Village of Dublin, the potential costs and benefits of these decisions, and the potential risks of these decisions. These papers would deal with physical and economic development and residential and commercial mix. 3. Goals and objectives: The preliminary goals would be re- examined and revised to provide a set of goals and objectives for Dublin development. 4. Financial plan: The financial plan would then be prepared reflecting the most likely development scenario under the established goals and objectives. It would provide a breakout of Village caoital and operating costs over the next ten years and lay out the implications for revenues and debt financing. D_ Develop a means or a basis upon which the municipality will be able to access the economic impacts of zoning decisions_ 1. Analysis Procedures: To serve the Village, an impact analysis process will be developed for use in making zoning decisions. Burns, Bertsch, and Rainey, Inc. will develop a procedure for these analyses and recommend methods for incorporating it into Dublin's administrative procedures. The goals and objectives and the financial plan would provide the policy and economic background for the impact analyses. 2. Advisory Services: Once the analytical procedure has been produced and adopted by the Village, its value will lie in using it to review proposed regulations, zoning actions, and other development decisions. It will be a tool not only for Village officials, but also for use in public hearings and in negotiations with developers. We recommend that an agreement between the Village of Dublin and Burns, Bertsch, and Rainey, Inc. be used for ongoing technical assistance to the Village. This agreement would be for "on call'° services. It would be based on an hourly rate. Uses for such service would Page 4 include, but not be limited to, internal coordination, training, coordination with citizen groups and negotiation with other communities to ensure the application of uniform development policies within the Dublin area. It is understood that services provided under such an agreement would have strict limits and would require prior approval for all time expended. Services provided under this proposal would be contained in a separate agreement. We have not provided here a cost or schedule for these services. Page S . COST AND SCHEDULE Burns, Bertsch, and Rainey, Inc. 1414 East Broad Street, Suite 300 Columbus, OH 43205 Telephone: (614)258-3713 Date: 3/11/81 PROJECT: DUBLIN GROWTH POLICY DEVELOPMENT WEEK TASK HOURS RATE COST 1 2 3 4 5 6 7 8 9 10 11 12 13 14 A. Strengths and Weaknesses 1. Inventory Studies 60 S35 52,100 XXxXxx 8 575 5600 X Xxx 2. Analysis of Assumptions 20 S35 5100 XXX 20 575 51,500 XXX 3. Alternative Scenarios 36 535 51,260 XXX 32 575 52,400 XXX 4. Cost Revenue Impact 16 535 5560 XXX 24 575 51,800 XXX Total for task: 216 510,920 6. =financial Plan C. Goals and Objectives 1. Preliminary Goals and Objectives 8 S75 5600 X 2. Preliminary Options Paper 40 S35 51,400 XXX 32 S75 52,400 XXX 3. Gcals and Objectives 16 575 51,200 X 4. Financial Plan 60 S35 52,100 XXXXXX 40 575 53,000 XXXXXX Total for task: 510,700 D. Assessment procedure 40 535 51,400 XXX 40 S75 53,000 XXX Total for task: 54,400 TOTAL ALL TASKS: 526,020 Page 6 PERSONNEL BRUCE BURNS 172 Orchard Lane Columbus, Ohio 43214 614.?_62.0561/258.3773 WORK EXPERIENCE: 1982-Present Vice President, Burns, Bertsch and Rainey,Inc_ Columbus, Ohio. A planning, program development and management firm providing services to state and local governments and a variety of private and community groups. 1980-1982 President, Bruce Burns and Associates, Inc. Columbus, Ohio. Managed housing and development projects for communities and housing authorities. 1975-1980 Executive Director, Athens City-County Planning and Development Board, Athens, Ohio. Administered the Athens Council of Governments including over $7,000,000. in CDBG funds, $1,300,000 UDAG, and a variety of redevelopment, development and public housing programs. 1973-1975 Research Associate, Department of Economic and Community Development, State of Ohio. Served as staff focal point for all housing and community development activities and Departmental data development and grants activities. 1971-1973 Planner II, Mid-Ohio Regional Planning Commission Columbus, Ohio. Participated in the agencies A-95 process, 701 planning program and various other grant programs and committee assignments. EDUCATION: 1973 Master of City and Regional Planning. The Ohia State University, Columbus, Ohio. 1969 Bachelor of Arts,(Sociology) The Ohio State University, Columbus, Ohio. Page 7 DALE F. BERTSCH,AICP 830 Loch Lomond Lane Worthington, Ohio 43035 614.436.8287/422.2370/258.3773 WORK EXPERIENCE: 1979-Present Professor, City and Regional Planning, The Ohio State University, Columbus, Ohio. 1982-Present Vice President, Burns, Bertsch and Rainey, Inc. Columbus, Ohio. A planning, program development and management firm providing services to state and local governments and a variety of private agencies and community groups. 1979-1982 Vice President, The Academy for Contemporary Problems. Col.umbus,Ohio and Washington D.C. A public policy research foundation assisting state and local governments. 1964-1982 Executive Director, Miami Valley Regional Planning Commission, Dayton, Ohio. A five county regional planning and development agency providing research and technical assistance to local governments and governmental agencies. 1960-1964 Assistant Director, Tulsa Metropolitan Area Planning Commission, Tulsa, Oklahoma. The consolidated planning agency for the three county Tulsa S~1SA. 1958-1960 Chief Planner/Research Collaborator, University of Arkansas, Fayetteville, Arkansas. EDUCATION: 1958 Bachelor of Science, Urban Planning. Michigan State University. East Lansing, Michigan. 1958 B ache f o r o f S c i e n c e L a n d s c a p e Architecture. Michigan State University. East Lan~inq, Michigan. 1976 Honorary, Significant National Achievement, Princeton University Trustees, Princeton University, Princeton, New Jersey. Page 8 KENNETH D. RAINEY 700 East Franklin Avenue, #4 Columbus, OH 43205 614.228.7320/258.3773 Flork Experience: 1982- Present President, Burns, Bertsch, and Rainey, Inc.Columbus, Ohio. A planning, program development and management firm providing services to state and local governments and a variety of private agencies and community groups. 1975-1982 Vice President, The Academy for Contemporary Problems, Columbus, Ohio and Washington, D.C. A public policy research foundation assisting state and local. governments. 1973-1974 Fellow, The Academy for Contemporary Problems, specializing in rural and small community development. 1972-1973 Technical Director, Battelle Columbus Laboratories, James Bay Development Project. A community and regional economic development program for Northern Quebec. 1969-1973 Planning Director, Appalachian Regional Commission. A regional and community economic development program. 1968-1969 Assistant to the U.S. Secretary of Commerce 1967-1968 Urban Affairs Administrator, Economic Development Administration. 1965-1968 Legislative Assistant, U.S. Senator Joseph S. Clark. 1963-1965 Deputy Director, Pennsylvania Bureau of Municipal Affairs. 1962-1963 Economic Analyst, Pennsylvania State Planning Board Education: 1959 Bachelor of Arts in Government, Franklin and Marshall College, Lancaster Pennsylvania 1961 Master of Public Administration, Summa Cum Laude, Graduate School of Public and International Affairs, University of Pittsburgh, Pittsburgh, Pa. Page 9 CHERYL M. VAN ALLSBURG, M.C. R.P. 231 Orchard Ln. Columbus, OH 43229 614-891-4834 WORK EXPERIENCE: 1985-Present Community Planner, Burns, Bertsch, and Rainey, Inc. A planning, program development and management firm providing services to state and local governments and a variety of private and community groups. Managed community renewal programs, including housing rehabilitation and public facility improvements. Managed affirmative action and regulatory compliance programs in conjunction with local grant programs. 1983-1985 Planning staff, Mid-Ohic Regional Planning, Columbus, Ohio. Conducted computer-based analysis of population and economic growth. Carried out studies on the impact of transportation programs on area development. 1934-1985 Assistant Editor, The Journal of Planning Literature, The Department of City and Regional Planning, The Ohio State University. Wrote the forthcoming publication Dual-earner Family Housing Needs. Prepared a comprehensive plan for Oxford, Ohio. Developed policy recommendations for the City of Colur*ibus on neighborhood commercial revitalization. EDUCATION: 1985 Master of City and Regional Planning. The Ohio State University, Columbus, Ohio. 1980 Bachelor of Social Sciences, with high honors. Michigan Technological University, Houghton, MI. HONORS: 1984 & 1985 Student Award for Outstanding Achievement, Department of City and Regional Planning, The Ohio State University, Columbus, Ohio. Faculty Award, Department of City and Regional Planning, The Ohio State University for "Emergency Shelter and Long- term Housing Needs of Battered Women." 1980 Phi Kappa Phi. CURRENT AND RECENT CLIENTS Burns, Bertsch, and Rainey, Inc. is assisting public and private clients in physical planning, development and strategic planning. These range in scale from a three-year effort to one-day retreats. ACTV, Access Columbus, Public Access Cable Television: Facilitation of the Board of Directors' annual retreat. Development of long range goals for the agency. The board is composed of citizen volunteers. Contact: Jerry Hultin, Board Chairman [614-464-27771. American Chamber of Commerce Executives: Meeting design, facilitation and report preparation for the national association of professional chamber executives. The plan that emerged from this two-day retreat was adopted by the association, setting both program and financial objectives. Contact: Dr. Eric Stowe, Vice President, American Chamber of Commerce Executives [703-836-79041. Central Ohio Adolescent Center Planning Committee: Development of a plan for alternative services to replace the Central Ohio Adolescent Center, which provides psychiatric and residential services to severely disturbed young people. The process included more than seventy-five interviews with judges, children's services directors, mental health professionals and others involved in providing mental health services to adolescents. Developing the plan also called for negotiating solutions that were satisfactory to diverse organizations, including state government, metropolitan counties and rural counties. Contact: Dr. Jonathan York, President, Franklin County Mental Health Board [614-224-1057]. City of Delaware, Ohio: Interim subdivision regulations and zoning administration. Contact: Robert Harmon, Director of Public Works, [614-393-1965] City of Worthington, Ohio: Design and facilitate the community goals process for the City's revised comprehensive plan. Burns, Bertsch, and Rainey, Znc_ is part of consortium working with the Mid-Ohio Regional Planning Commission to develop this new comprehensive plan for Worthington. Contact: David B. Elder, City Manager [614-436-3100). Community Development Division, Ohio Department of Development: Facilitation of senior staff annual. retreat. Development of an action plan for the coming year. Contact: Roberta Garber, Deputy Director, Ohio Department of Development [614-466-58631. Page 11 Community Goals Program, Scioto County: Program design, facilitator training and facilitation for two one-day community conferences bringing together citizens representing wide-ranging community interests. The objective of the conferences was to provide a framework for both government and private initiatives in meeting community needs. The program participants were all volunteers, representing a cross-section of the Scioto County community. Burns, Bertsch, and Rainey, Zne_ trained volunteers to serve as small group facilitators, while the principals of BBR were the facilitators for all of the plenary sessions. Contact: Julia Wisniewski, Chair, Scioto County Building Each Step Together (BEST) program [614-354-56221. Denver, Colorado Chamber of Commerce: Program design, facilitator training, meeting facilitation and report preparation for a two-day retreat of the Chamber Board of Directors at Colorado Springs, Colorado, 1985. The objective was to identify specific program priorities for the coming year. Board directors are all prominent business executives and volunteers. Contact: Brian O. Kavanaugh, Vice President for Administration, Denver Chamber of Commerce [303-534-32111. Franklin County Mental Health Board: Revie~. the allocation, and contracting system; design new analytical methods for budgeting and contracting for mental health services. The Franklin County Mental Health Board annually purchases over $14 million in mental health services from 18 area service providers. The new allocation, budgeting and contracting system is to enhance performance and equity in the purchase of services system. Burns, Bertsch, and Rainey, Zne. is tearned with Hultin and Associates for this contract. Contact: Jonathan York, President, Franklin County Mental Health Board [614-224-1057). Greater Waterbury Connecticut Chamber of Commerce: Burns, Bertsch, and Rainey, Inc. has been the Waterbury Chamber's facilitator for the last three of its annual board retr-eats. Work has included program design, meeting facilitation and report. preparation for the two-day retreats of the Chamber's board. The objective in each case was to develop major program directions to guide the organization over the next three to five years. Board members are all prominent business leaders in the Greater Waterbury area. Contact: Frank Fulco, CCE, President, Greater Waterbury Chamber of Commerce [203-757-0701]. Jefferson Township Trustees, Adams County: Administration of a $1 million Community Development Block Grant and implementation of project activities including the rehabilitation of 50 housing units, the organization of a rural volunteer fire department, the construction of a fire station, the purchase of trucks and equipment and the training of fire ['age 12 fighters. Also arranged for the extension of water service to the eastern part of Adams County and the construction of a water tower. Contact: Carroll Newman, Township Clerk, [513-SA7-2351) Jefferson Township Trustees, Noble County: Administration of a $500,000 Community Development Block Grant and implementation of project activities including the rehabilitation of 23 housing units and the resurfacing of various roads. Contact: Jack Antill, President, [614-363-1965] Ohio Department of Development: Facilitation of two annual staff retreat. The purpose of the retreats is to develop action plans for program develobment, internal management and communications. Contact: Clarence D. Pawlicki Director, Ohio Department of Development [614-466-3379]. Ohio Department of Mental Health: Facilitation of a one-day conference on the State of Ohio's new financial plan for hospital services and community mental health programs. The conference brought together top state officials and representatives of community mental health boards and mental health providers. Contact: Marsha W. Brown, Special Assistant to the Director, Ohio Department of Mental Health [614-466-2596]. Ohio Department of Natural Resources: Development of a management analysis system for community recycling centers. The objective of this contract is to prepare workable methods of cost and revenue analysis to guide current and new programming in recycling centers, which are striving to operate as successful businesses and contribute to environmental quality. Contact: Mary Wiard, Director, Office of Litter Control [614-265-6365]. Ohio Developmental Disabilities Planning Council: Meeting design and facilitator training for a retreat of new council members. The objective was to develop program direction and priorities for the organization. Contact: John Begala, formerly Chief of Staff, Ohio Department of Mental Retardation and Developmental Disabilities, now Vice President for Public Affairs, Greater Cincinnati Hospital Council [513-531-02001. Page 13 Ohio Foundations Conference: Preparation and delivery of strategic planning report on signifi- cant economic and social trends influencing Ohio foundations for the eleventh annual meeting of the Conference. Contact: James Luck, President, The Columbus Foundation (614-294-73001. Ohio Housing Finance Agency: Facilitation of the senior staff retreat. The objective of the retreat was to develop action plans for internal management and agency programs. Contact: Karen Kerns-Dresser, Deputy Director, Ohio Department of Development [614-466-79701. Ohio Job Training Coordinating Council: Consultant and facilitator for the Work Group on Labor Market Information. The Ohio Job Training Coordinating Council's strategic plan identified labor market information as a major need in revitalizing Ohio's economy. Burns, Bertsch, and Rainey, Inc. is assisting a special work group in developing labor market information systems to meet the needs of industry and community organizations and private industry councils. Contact: Joseph Rutherford, Chairman, Work Group on Labor Market Information [419-729-8237]. Ohio Manpower Training Institute: Consultant and facilitator for the Work Group on Labor Market Information. The Ohio Job Training Coordinating Council's strategic plan identified labor market information as a major need in revitalizing Ohio's economy. Burns, Bertsch, and Rainey, Inc. is assisting a special work group in developing labor market information systems to meet the needs of industry and community organizations and private industry councils. Contact: Mr. Joseph Rutherford, Chairman, work Group on Labor Market Information [419-729-82371. Strategic Plan for Independent Living: Meeting design and facilitation of two two-day workshops to develop a strategic plan for independent living for mentally and physically disabled Ohioans. The contract included training workshop participants in group facilitation methods. The workshop participants consisted of agency staff, disabled .persons and family members of disabled persons. Contact: David T. Williams, Director, Gover.nor's Office of Advocacy for Disabled Persons [614-466-9956). Strategic Plan for the State of Ohio: Design and implementation of the State of Ohio's strategic planning program. The objective of strategic planning for the State is to provide a long range framework for policy and program needs for Ohio. The Ohio system is in the forefront of statewide planning nationally. Burns, Bertsch, and Rainey, Znc. worked with the cabinet clusters in developing four volumes of the ' Paqe 14 . Strategic Plan for Ohio and was responsible for the technical design of the strategic planning process and for the design and analysis for the status report section of each plan. Contact: Barbara Kaufmann, ORES [614-466-3817], formerly with the Strate- gic Planning Staff, Ohio Department of Development. Warren County Comanunity Services, Inc.: Technical assistance to the community action agency to determine the means by which they can provide decent, safe, and sanitary housing to low income households. Our tasks include organization design and development, cost analysis, renovation and operation of specific units, and advisory services on federal and state programs. Contact: Al Zimmerman, [513-932-6301] Burns, Bertsch, and Rainey, Inc. 1414 East Broad Street, Suite 300 Columbus, OH 43205 614-258-3773 March 17, 1987 TO: Dublin Village Council FROM: Smith & Hill RE: Ordinance 38-8T Amending Chapter 1341 as Relates To Municipal Public Utilities DATE: April 15, 198? The instant ordinance is simply designed to provide council with notice of and the opportunity to review public utility installation within the Village by other municipal corporations. Zt is specifically intended to prevent an occurance similar to the Summit View water tower. As stated in our April 2, 1987 memorandum, the Village, pursuant to its police power may exercise limited control over most public utilities. Upon passage of this ordinance, we shall send copies thereof to the surrounding municipal corporations, and Columbus in particular, to provide them with actual notice that council must review any proposed public utilities to be constructed within the Village prior to issuance of a building permit. Respectfully submitted, Stephen J. Smith, Law Director ~L6ClG , t~ itchell H. Banchefsk , Assistant Law Directo