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270-Ivey Bennett Harris WallsMarch 29, 1988 / Randy Zipser FLORIDA DEPARTMENT OF COMMUNITY AFFAIRS Bureau of Local Planning Grants 2740 Centerview Drive Tallahassee, Florida 32399 SUBJECT: Subcontract For Planning Services By City of Sanford Regarding Contract Number 88-LP-08-06-69-02-276 Dear Mr. Zipser: Pursuant t ~h= City O~ anford's contract with the Department, osed sub~ for lanning services with the firm of rq comments regarding this material. Sincerely, CITY OF SANFORD R. Marder, AICP Attachments cc./w/attachments: Jity Manager Director of Engineering and Planning city Clerk "The Friendly City" IVEY, BENNETT, HARRIS &WALLS, INC. Planners, Engineers & Landscape Architects 122 E. Colonial Drive, Suite 200 Orlando, Florida 32801 ADDi~iC~AL SERVICES ADDENDIM This Agreement, made and entered into this day of March , 19 8.8. is an Addendum to the original contract between IVEY, BENN~'Fr, HARRIS & WALLS, INC. (IBFfa) and '~ The Citv of Sanford , dated 09-22-86 This Addendure includes the Additional r Services as hereinafter stated and is sub3ect to the terms and conditions of the ~ original contract. ~ CLIENT: City of Sanford .-.~ i/ ADDRESS: P.O. Box 1778 Sanford, FL 32772~1778 ~z:~ PROJF_LT LOCATION: '21:. City Of Sanford, Florida I¢.:; (! ]-. '~:i Plannin9 Services: population and development trend data (see i];! Exhibit "A" attached). The compensation to be paid IBlJq for providing these eervicee shall be: A. '. X Lump Sum Charge of $ I 500 ~ B. Time ChaiSe plus raimkxlrsable expenses. '~ IN ~S ~, ~s ~t ~ ac~ ~ ~ date fi~t a~ ~tlt~ ~b~ .!~ GI~: City of Sanford ~, E, ~S a ~x~q, ~. ~ ~: Bettve D. Smith ~: R, Wayne Bennett [.~ TI~:: Mayor ~:: Principal R. Wayne Bennett IVEY BENNETT HARRIST&'.:WALLS?:::_'~7:Z~:.: 731 N. Garland Avenue, Suite200 Orlando, Florida 32801 ..... Subject: Sanford ComprehensivePlan.:'..~,----:\=~'~-~ Dear Wayne: This letter is to officially notify you that IBHW is authorized to commence work on the City of Sanford's comprehensive planning program as per attached signed agreement. Lets' plan on meeting the week of September 29th to refine scheduling of various work products and transmitals as well as discuss future development concepts. Very truly yours, CITY OF SANFORD' JRM:mch xc: Director of Engineering and Planning (letter only) City Clerk (w/agreement copy) "The Friendly City" IVEY, BENNETT, [UtRRIS & W~II~, INC. Planners, .Engineers & landscape Architects 731 N. Garland Avenue, Suite 200 Orlando, Florida 32801 PROFESSIONAL SERVICES AGREEMENT This agreement, made and entered into this day of , 19 , by and between IVEY, BENNE~IT, D~RRIS & W~ll.q, INC. (IBI.IW) and the Client, identified herein, is for the Professional Services described under Item 2 of tj~is agreement. CLIENT: C i t y o f S a n f o r d IS C_uIENT FEE OWNER OF PROPERTY? YES X NO ADDRESS: P. 0. Box 1778 DOES CLIENT }U~VE OWNER'S AUT}DR- Sanford , FL 32772-1770 IZATION FOR TI-F_SE SERVICES? YES X NO PROJECT TITLE: Sanford Comprehensive Plan PROJECT NO.: 16 6.3 0 1. Location and Description of Project: The City of Sanford, Florida is a municipal corporation organized under the laws of the State of Florida.'. The project is comprised of tasks to update and revise the City's Comprehensive plan. 2. Description andtYpe of Professional ServicestobeprovidedbyIBHW: See Exhibit 'A" and Standard General Conditions. In addition, Phases 1 through 3 of Exhibit "A" will be completed within one- year of the date of execution of this Agreement. 3. The compensation to be paid IBI-rW for .providing the Professional Services shall be: Time Charge plus identifiable direct expenses. (See attached schedule of Hourly Rates). Time Charge plus identifiable direct expenses with an upset limit of $ , not to be exceeded without prior written approval by the CLIb~T. (See attached schedule of hourly rates). A lump-sum charge of $ , plus identifiable direct expenses. X A lump-sum charge of $ 20,000.00- (See Exhibit "B") IN WI~qESS ~-IREOF, this agreement .is accepted on the date first above written subject to the term and conditions stated and the general conditions attached hereto. CLIENT: IVEY, BENNETT, HARRIS &WALLS, INC. NAME: City of Sanford NAME: R. Wayne Bennett TITLE:: Mayor TITLE:: Principal SIGNATURE: ~J ~. ~t~ ATU · Page 1 of 3 MISC\AGREE-MENT STANDARD GENERAL CONDITIONS These standard general conditions are attached to and made part of the AGREEMENT FOR PROFESSIONAL SERVICES between Ivey, Bennett, Harris and Walls, Inc. (IBHW) and the City of Sanford, Florida, heroin after called the CLIENT, for professional services described in Exhibit "A" of the AGREEMENT FOR PROFESSIONAL SERVICES. I. IBHW shall invoice the CLIENT for professional services rendered on a monthly basis. The invoice shall specify the percentage of specific tasks accomplished and include a brief summary of services rendered for the period covered by the invoice within thirty (SO) days of the receipt of the invoice unless IBHW is advised in writing, within (10) days of receipt of the invoice, that the CLIENT would not approve any part of the invoice. The CLIENTshall, in the written notification, advise IBHW of any errors, omissions or problems leading to the written notification. II. This AGREEMENT FOR PROFESSIONAL SERVICES may be terminated by the CLIENT or IBHW upon fourteen (14) days written notifi- cation. In the event this AGREEMENT is terminated without cause prior to completion, IBHW shall be entitled to payment for services performed as of the date of termination. Prior to final termination both parties shall state and negotiate in good faith in an attempt to avoid final termination. III0 The consultant shall consider all information supplied by the CLIENT as accurate and correct, unless data limitations are indicated by CLIENT in writing. Additional work or revisions to completed work performed by IBHW as a result of inaccurate, incomplete or incorrect information supplied by the CLIENT shall be paid for as additional services. This additional work will not be performed without prior written approval by CITY COUNCIL. The consultant shall submit monthly written pro~ect status reports to the City of Sanford during the con- tract period. The reports shall state work progress and prob- lems encountered and provide prolections as to when each of the work elements will be provided. The status reports shall be due on the 30th day of each month of the contract period. IV. If authorized in writing by the CLIENT, after approval by the CITY COMMISSION, the Consultant shall furnish, or obtain from others, additional services not covered under Exhibit "A" of the AGREEMENT FOR PROFESSIONAL SERVICES. The CLIENT shall request that the Additional Services be performed under a LUMP SUM ARRANGEMENT or by TIME CHARGE AGREEMENT. For the latter, the Consultant would invoice the CLIENT for actual time and reimbursable expenses incurred in performing request- ed services, using Attachment A: Schedule of Hourly Rates as basis for determining the charges. V. The City retains the right to obtain from the Consultant, for review purposes, all work sheets and data used in the plan document. -1- 166-S0.CON EXHIBIT "A" WORE PROGRAM PHASE I WORK PROGRAM Task 1.1 - Assemble Data Base and Maps The Consultant will participate in a meeting with City officials to identify, understand and collection all materials, maps and data prepared or collected by the City. In addition, a schedule will be established for data maps, which are the responsibility of the City, to be completed for the Consultant's use. The Consultant will be' responsible for the following data or maps, said data or maps to delineate City of Sanford and urban study area. ExistinC Land Use - Inventory of land uses by type and acreage, at traffic zone, neighborhood or census tract level. Also, housing unit inventory by type, density and location. Included in the land use inventory is a development potential classification for vacant or agricultural lands, and an inventory of existing zoning classified lands. Appropriate graphic representations of this data will be prepared. Socioeconomic Data - The Consultant, with the assistance of City staff, will be responsible for the compilation of a current plans and prolects list, classified by probability of development. Population, employment and land use forecasts will be the responsibility of the Consultant. Appropriate graphic representations of this data will be prepared. Transportation Svstem Data The Consultant will assemble and map, from existing data resources, traffic circulation data as to ADT and P.M. Peak flows for major lines and intersections. Other - All other necessary data, graphics, and base maps for required plan elements will be the responsibility of the City. As part of this task, the Consultant will conduct a meeting with City officials to: assist in the definition of a citizen participation program and schedule; discuss land use concepts for the City of Sanford; and, discuss current zoning and subdivision regulations in terms of impacts to desired land use concepts. Task 1.2 - Documentation of Existin~ Oonditlons Technical Report No. 1 will be prepared by the Consultant from the information generated in Task 1.1, and this Report will be formatted to be consistent with the requirements for an Evaluation and Apprais- al Report pursuant to applicable state laws. Five copies of this Report will be provided to the City for review and the Consultant will meet with staff to verify and finalize the data presented. -1- 166-SO.CON Task 1.3 - Develop Projected Growth Impact Model Utilizing Technical Report No. I as a base, and available population and employment forecasts as a benchmark, the Consultant will prepare population, employment and land use projections for the study area for the years 1991 and 1995, and furthermore the consultant will provide documentation for 2005 forecasts. These forecasts will be further allocated to TAZ~s based on known or approved projects and vacant land inventory. Following completion of the growth allocation, the Consultant will perform an impact analysis of this allocation to identify: public facilities and services demands/needs~re/ationship of growth pattern to zoning pattern; problems or opportunities with respect to envi- .tonmentally sensitive areas; the tax base; and, current service levels and standards. As a part of this ef'fort, heavy emphasis wi'll be placed on a transportation system evaluation. Regression models will be developed to determine the basis for Internal-Internal trips, External-Internal trips and External-External trips for the study area. Existing conditions data will be used to model existing travel demand in the study area. This test will consist of trip generation, trip distribution, modal split and traffic assignment. We will calibrate this model and validate to existing traffic counts. This effort will provide the traffic basis for the Traffic Circulation Element, and evaluation of the traffic impacts of the growth alloca- tion and alternative land use strategies. Task 1.4 - Documentation of Growth ImDact Model Technical Report No. 2 will be prepared by the Consultant from the information generated in TAsk 1.3. Five copies of this report will be provided to the City for review and the Consultant will meet with staff to verify and finalize the data presented. PHASE IIWORKPROGRAM Task II.1 - Prepare a Sketch Development Framework and Alternative Land Use Strategies The first aspect of this task will be to document the results of Task 1.S, and identify major issues or opportunities presented by the growth allocation. This information would be condensed to a one or two page brochure for use by a citizen participation task force. This brochure may be used by local governments as a general mail-out to generate interest in the process of determining community goals and objectives. The second element would involve the generation of goal and objective statements by the Consultant as an aid in generating discussion by the citizen participation task force. The brochure and goal/ objective statements would be presented to the task force by the Consultant, who would also participate in four workshops or two charettes to develop a series of final objectives. Upon completion of this process the Consultant would proceed to generate alternative' land use strategies based on the growth allocation and established -2- 166-30.C0N community goals and objectives. A maximum of three alternatives would be produced in map form with supporting text. The Consultant would present these alternatives for discussion at a maximum of two workshops. Following selection of a desired alternative, the Consultant will document in a Technical memorandum the results of the workshop. The Consultant will utilize the selected alternative to prepare a draft Development FramewOrk. This document will be comprised of Technical Report Nos. 1 and 2, community goals and objectives, a future land use map, and policies/required implementation actions for each of the plan elements. Furthermore, we will provide an outline of regulations and capital improvements that would be necessary to implement the Development Framework. It should be emphasized that the Development Framework we propose is not a complete Comprehensive Plan under the 9J5 criteria, with the exception of the Future Land Use Plan. Additional work on the policies for other plan elements, as well as completing required implementing actions, would be necessary in Phase III. The Consultant will provide twenty-five copies of this draft for review by the citizen participation task force and local govern- ments. Upon completion of this review, the Consultant will render final minor modifications. Minor modifications does not include revisions which would change basic concepts inherent in the Develop- ment Framework. PHASE III WORK PROGRAM Task III.1 - Prepare Final Draft Comprehensive Plan Based on the results of Task II.1 the Consultant will complete all Required Plan Elements to the City and State specifications. Twenty five copies of a Final Draft will be provided to the City for review. Upon completion of this review, the Consultant will render final minor modifications and resubmit the draft to the City for printing as necessary to conduct a plan adoption process. PHASE IV WORK PROGRAM Task IV.1 - ParticiPation in Plan Adoption At the discretion of the City, the Consultant will participate in four public hearing/meeting/workshops to present and discuss the proposed Comprehensive Plan and support documents. Following adoption, or as part of the adoption process, the Consultant will perform any required tasks to insure consistency of the Plan with Rule 9J-5 criteria. -3- 166-30.CON ~-~ EXHIBIT "B" FEE SCHEDULE Fee 1. Phase I Work ProCram Task 1.1 - Assemble Data Base and Maps $ 1,500.00 Task 1.2 - Documentation of Existing Conditions 500.00 Task I.S - Develop Projected Growth Impact .... Model 2,000.00 Task I;4 - Documentation of Growth Impact Mode 500.00 Sub-Total $ 4,500.00 2. Phase II Work Program Task II.1 - Prepare a Sketch Development Frame- work and Alternative Land Use Strategies $ 9,500,00 Sub-Total $ 9,500.00 S. Phase III Work Program Task III.1 - Prepare Final Draft Comprehensive Plan $ 4,000.00 Sub-Total $ 4,000.00 4. Phase IV Work Program Task IV.1 - Participation in Plan Adoption $ 2,000.00 Sub-Total $ 2,000.00 TOTAL $ 20,000.00 -1- 166-30.CON