HomeMy WebLinkAboutItem 12 Approval to Award Request for Qualifications (RFQ) #23-010 Professional Planning Services for the City of Ocoee’s Land Development Code Update
City of Ocoee ▪ 1 N. Bluford Avenue ▪ Ocoee, Florida 34761
Phone: (407) 905-3100 ▪ www.ocoee.org
STAFF REPORT
Meeting Date: October 17, 2023
Item #: 12
Contact Name: Olena Stokych, Joyce Tolbert Department Director: Rebecca Roberts
Contact Number: Ext. 1521, Ext. 1516 City Manager: Robert Frank
Subject: Approval to Award Request for Qualifications (RFQ) #23-010 Professional Planning
Services for the City of Ocoee’s Land Development Code Update. (Procurement Manager
Tolbert)
Background Summary:
In compliance with the City of Ocoee (City) Purchasing Code Chapter 21 statements of qualifications were
solicited from experienced planning consulting firms to provide Professional Planning Services for the City of
Ocoee’s Land Development Code Update (LDC). The City is undertaking an update of its LDC to develop
standards that foster the type, scale, and form of growth envisioned by the City’s Comprehensive Plan and
Special Area and Overlay Plans while continuing to preserve environmentally sensitive and unique areas
within the City. The firm selected by the City will have a combination of the land use, site design, code writing,
legal, and public outreach skills needed for the development of a hybrid form-based Code that protects the
character of the City and defines urban possibilities, particularly within the City’s Downtown Area, to achieve
the desired City vision.
The RFQ was advertised on August 20, 2023, and was publicly opened on September 19, 2023. There were
three (3) responses submitted. The Finance and Development Services Department reviewed the qualification
statements and all were considered responsive. See the attached RFQ checklist. Attached are the three (3)
responses.
The three (3) responses were evaluated by the RFQ Evaluation Committee appointed by the City Manager,
which was comprised of five (5) members: Michael Rumer, Development Services Director; Ginger Corless,
Deputy Development Services Director & CRA Administrator; Eileen Feliciano, Urban Designer; Anoch
Whitfield, Zoning Manager and Milen Womack, P.E., City Engineer. The Public Evaluation Committee meeting
was held on October 4, 2023, to interview the shortlisted firms. Please see the attached shortlist/evaluation
form. The Evaluation Committee short-listed the following firms in ranked order and recommends contracting
with the top-ranked firm, per the attached award recommendation from Michael Rumer, Development Services
Director.
The Table below is the Evaluation Committee’s rankings:
Rank Respondent
1 Kimley-Horn and Associates,
Inc.
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City of Ocoee ▪ 1 N. Bluford Avenue ▪ Ocoee, Florida 34761
Phone: (407) 905-3100 ▪ www.ocoee.org
2 Clarion Associates LLC
3 Calvin, Giordano & Associates,
Inc.
Issue:
Should the Honorable Mayor and City Commissioners award the contract for RFQ #23-010 Professional
Planning Services for the City of Ocoee’s Land Development Code Update to the top-ranked firm as
recommended by the Evaluation Committee?
Recommendations:
Staff recommends the Honorable Mayor and the City Commissioners:
1. Award Request for Qualifications #23-010 Professional Planning Services for the City of Ocoee’s Land
Development Code Update to the top-ranked firm Kimley-Horn and Associates, Inc., and;
2. Authorize the City Manager and Staff to proceed with contract negotiations with this firm, and issue
purchase orders for up to the budget amount of $150,000.00, and;
3. Authorize the Mayor, City Manager, and Staff to execute the required contract documents with this firm
once the required insurance is received. Staff also recommends the City Manager be authorized to approve
change orders to this contract up to the limit of his purchasing authority, and up to the budgeted amount for all
change orders.
If contract negotiations are unsuccessful with the top-ranked firm, staff shall terminate negotiations and initiate
negotiations with the next ranked firm, and so on, until an agreement is reached.
Attachments:
1. Award Recommendations - Professional Planning Services for the Land Development Code Update
2. Shortlist, Individual Evaluation Forms
3. RFQ23-010 Checklist
4. Kimley-Horn and Associates, Inc.-E-Verify
5. Clarion Associates LLC
6. Calvin, Giordano & Associates, Inc.
7. RFQ #23-010 Professional Planning Services for the City of Ocoee’s Land Development Code Update
8. Addendum #01-Professional Planning Services for the City of Ocoee’s Land Development Code Update
9. Addendum #02-Professional Planning Services for the City of Ocoee’s Land Development Code Update
Financial Impacts:
This project is adequately funded in the Development Services Budget, the estimated budget amount for this
project is $150,000.00.
Type of Item: Consent
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RFQ #23-010
PROFESSIONAL PLANNING SERVICES FOR THE CITY OF OCOEE’S
LAND DEVELOPMENT CODE UPDATE
CHECKLIST
09/19/2023 2:00 PM
No.RESPONDENT
Submission
Requirements-
Qualifications,
References,
Workload
Acknowledge
Addendum #1 &
#2
Company
Verification
Rates, Forms, Summary
of Litigation
Company Info/
Signature Sheet
E-Verify Affidavit &
Proof of Registration
1
Calvin, Giordano & Associates,
Inc.Active
yes, summary of litigation -
none
2 Clarion Associates LLC Active yes
3
Kimley-Horn And Associates,
Inc.Active yes
Requested a copy of
their proof of registration
in the E-Verify system
09/20/23. Received
09/21/23.
Note:
Firms listed in alphabetical order.
Missing forms is considered a minor irregularity
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RFQ# 23-010
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Professional Planning Services
for the City of Ocoee's Land
Development Code Update
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Professional Planning Services
for the City of Ocoee's Land
Development Code Update
RFQ# 23-010
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Section Page
Table of Contents
Cover Letter ....................................................................................................................3
Tab 1. Qualifications and Response to Scope of Services ..............................................7
Tab 2. Experience and References ...............................................................................32
Tab 3. Hourly Rates & Required Forms .........................................................................42
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3
September 19, 2023
Olena Stokych
Purchasing Analyst
1 North Bluford Avenue
Ocoee, FL 34761
RE: Professional Planning Services for the City of Ocoee’s Land Development Code Update,
RFQ #23-010
Dear Ms. Stokych and Members of the Selection Committee:
Kimley-Horn appreciates the opportunity to present our qualifications for Professional Planning Services for the City of
Ocoee’s Land Development Code (LDC) Update. As the third largest city in Orange County, the City of Ocoee is in the enviable
position of being a growing community within a growing region. We understand that you are looking for a LDC update, which
captures the growth envisioned by the City’s Comprehensive Plan and Special Area and Overlay Plans while continuing to
preserve environmentally sensitive and unique areas. Kimley-Horn has the range of skillsets necessary to develop a hybrid
form-based code that facilitates a vibrant and people-oriented community, which prioritizes growth and environmental
conservation, and preserves the City of Ocoee’s story.
As you select a trusted advisor in this endeavor, please consider the following benefits our team offers you:
Local Knowledge and Commitment. For the last five years, Kimley-Horn has had the privilege of collaborating with your
staff and stakeholders as your transportation planning consultant. In addition, Kimley-Horn is currently providing support
services for the Transportation Element of the City’s Comprehensive Plan Update. Our strong understanding of your goals,
leadership, stakeholders, and community will make us a highly effective partner throughout the LDC update process. Kimley-
Horn is committed to the City of Ocoee’s vision, to be a livable and interconnected community, with a strong sense of place,
thriving businesses, and a vibrant public realm.
Place-Based Approach. Kimley-Horn’s multi-disciplinary team excels at designing, coding, and planning for great people
places using placemaking to achieve transformative results. We believe that great people places contribute to economic
development, sustainability, and quality of life for all the citizens of our region. We use a wide range of tools to create these
places including site planning, design guidelines, code and plan amendments, analysis and mapping, public space design,
and multi-modal transportation design.
Leading Experts. The team dedicated to this project has been specifically focused for the last decade on creating form-
based codes and hybrid form-based codes in Florida that implement place-based visions in historic fabric and evolving
suburban places while responding to the unique legal and physical conditions of Florida. We understand the opportunities
and can avoid the pitfalls of coding in the quickly evolving Central Florida context.
Collaborative Mindset. We are experts in public engagement with an ability to seamlessly employ multiple forms of
communication including cutting-edge computer-generated illustrations, engaging presentations, and photographic examples
that bring clarity to the public participation process. We also place a strong emphasis on collaborating with jurisdiction staff.
We value your expertise in understanding your places, people, and processes and we structure our approach to make the
most of that knowledge.
Vision to Reality. Our firm understands what it takes to turn regulations into reality because we are regularly involved
in all phases of planning, design, and construction. Our team includes designers skilled in urbanism, architecture, public
involvement, landscape architecture, civil engineering, and transportation as well as planning, coding, and Geographic
Information System (GIS) analysis. Our codes and plans include usability and constructability review to ensure that your
big ideas will be accepted and implemented by the private-sector. Our team also includes staff who have experience
189 South Orange Avenue
Suite 1000
Orlando, FL 32801
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administering codes while serving in local government, which means we understand what works and what doesn’t once the
code is adopted.
Our team has helped government partners create engaging plans, visions, and codes throughout the State of Florida from
main street to the regional scale, all out of our local downtown Orlando office. Our Sarasota office will provide additional
support. With our collaborative approach, Kimley-Horn offers a depth of support and the ability to respond immediately to the
City’s needs. We seamlessly employ this multidisciplinary practice and multi-office approach on our projects daily to provide
exceptional client service.
Our experience with updating zoning/land development codes for municipalities throughout the Southeast provides a
specialized perspective that balances well with our local knowledge. The Kimley-Horn team has a broad depth and breadth of
Code experience including:
• Venice, FL (Full Unified Development Ordinance (UDO))
• Orange County, FL (Hybrid Form-Based Code)
• Seminole County, FL (Reorganization and with new
form-based districts)
• Town of Indian River Shores, FL (Rewrite)
• Tri-City Special Area Plan Code, Largo, FL
• SunRunner Transit-Oriented Development (TOD)
Code Assessment, St. Petersburg, FL
• Lealman, FL (Form-Based Code Development including
Assessment)
• Monroe, NC (Full UDO)
• Thompsons Station, TN (Assessment)
• Monticello, FL (Assessment)
• Greer, SC (Full UDO)
• DeFuniak Springs, FL (Assessment with Historic
Preservation)
• Apalachicola, FL (Assessment)
• Downtown Palm Harbor, FL (Form-Based Code
Assessment/Recommendations)
• Albermarle County, VA (Hydraulic Small Area Plan and
Code Assessment)
• City of Cape Canaveral, FL (Various Code Components)
• South Dunedin, FL (Character Overlay)
• Flagler Beach, FL
Trust. Confidence. Experience. Our people are the principal reason so many of our clients choose to select Kimley-Horn
again and again. The experience and demeanor of our staff is what makes working with us simply a better experience. Our
people become your team—a virtual extension of your staff. We understand the city’s needs, the critical stakeholders, and
the community’s desires and sensitivities.
We look forward to working closely with City of Ocoee staff to develop a Land Development Code that meets your
community’s challenges, character, and aspirations. Thank you for your time and consideration.
Sincerely,
Kimley-Horn and Associates, Inc.
Eliza Harris Juliano, CNU-A
Project Manager
500 Delaney Avenue, Suite 404
Orlando, FL 32801
eliza.juliano@kimley-horn.com
B. Kelley Klepper, AICP
Principal-in-Charge, Vice President
1777 Main Street, Suite 200
Sarasota, FL 34236
kelley.klepper@kimley-horn.com
941.379.7673
As a Vice President with
Kimley-Horn, B. Kelley Klepper,
AICP is authorized to bind the
firm on this contract.
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Certificate of Secretary
To Whom It May Concern:
I am the duly qualified and acting Secretary of Kimley-Horn and Associates, Inc., a North Carolina
Corporation.
The following is a true copy of a resolution duly adopted by the Board of Directors of the corporation
at the Board meeting held on December 15, 2022 and entered in the minutes of such meeting in the
minute book of the corporation.
"The Board unanimously approved the contract signing authority of employees as presented."
(Copies of the employee lists as presented are enclosed.)
The resolution is in conformity with the articles of incorporation and bylaws of the corporation, has
never been modified or repealed, and is now in full force and effect.
Dated:
�� Richard N. Cook, Secretary
( corporate seal)
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Professional Planning Services for the City of Ocoee's Land
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Kimley-Horn and Associates, Inc.
FULL CONTRACT SIGNING AUTHORITY
December 15, 2022
Page 1 of 2
The following individuals have authority to sign both standard and non-standard agreements directly related to serving
clients (“Project Agreements”). Project Agreements include client contracts, subcontracts, project-specific vendor
agreements, IPO’s, contract amendments, non-disclosure agreements, teaming agreements, project-specific
equipment and facility rental agreements for specific projects, and certifications related to proposals. This document
does not grant authorization to sign other types of contracts or legal documents not directly related to client service
such as office leases, software purchase or license agreements, tax returns, purchase agreements for supplies, or
agreements to procure accounting, legal, recruiting, or similar services.
ATLANTIC
BALTIMORE CITY
Falk, Katherine W.
Kraft, Jonathan H.
BALTIMORE COUNTY
Leffner, Nicholas J.
Hutton, Heather
BOSTON
Keegan, Katherine A.
HARRISBURG
Bankert, Larry I.
McGinley, Steve M.
NEWPORT NEWS
Collins, Carroll E.
NORTHERN VIRGINIA
Byrd, Michael N.
Carter, Erica V.
Elman, Paul D.
Giffin, Geoffrey D.
Kauppila, John L.
Koopman, Jennifer R.
Lefton, Steven E.
Martin, Robert J.
Murphy, Erin M.
Musson, David B.
Prunty, Robert W.
Sauro, Thomas J.
Schrader, Carly N.
Stevens, Ross S.
Teague, M. Zach
Whyte, Richard D.
PHILADELPHIA
CENTER CITY
Harmon, Amanda R.
Hughes, Paul W.
PITTSBURGH
Beaves, Adele M.
PRINCETON
Diggan, Tony W.
Gibson, Adam T.
RICHMOND
Chance, Maxwell P.
Heustess, Aaron M.
Hill, Corey
Lickliter, Ashley C.
McCray, Danielle R.
McPeters, Brian A
Perkins, Ryan R.
White, Timothy E.
VIRGINIA BEACH
Chambers, Jon S.
Crum, Katie E.
Davidson, Scott O.
Farthing, Andrew P.
France, William D.
Holland, Kimberly R.
Holland, Stephen R
Jucksch, Rebecca R.
Mackey, William F.
Marscheider, Edward A.
Mertig, Karl E.
Miller Edward W.
Moser, Emily A.
Niss, Robyn M.
Royal, Jack R.
Votava Charles F.
Williams, Kyle D.
WHITE PLAINS
Canning, Thomas J.
Van Hise, Kevin
CALIFORNIA
LOS ANGELES
Blume, Robert D.
Chakravarthy, Srikanth
Fares, Jean B.
Kyle, Gregory S
Phaneuf, Alyssa S.
Ranta, Shahrzad
OAKLAND
Akwabi, Kwasi
Colety, Mike D.
Dankberg, Adam J.
ORANGE
Adrian, Darren J.
Glaze, Jacob S.
Kerry, Nicole M.
Matson, Jason B.
Marechal, Jason A.
Melchor, Jason J.
Melvin, M. Pearse
Phillips, Chad E.
PLEASANTON
Durrenberger, Randal R.
Johnson, Miles R.
Mehta, Parag G.
Mowery, Michael C.
Sowers, Brian E.
RIVERSIDE
Cowan, Eugene D.
Pollock, John A.
SACRAMENTO
Melvin, Enda
Pittalwala, Fareed S.
Tait, Zachary T.
Weir, Matthew D.
SAN DIEGO
Barlow, Matthew T.
Becker, Justin S.
Harry, Jennifer L.
Kaltsas, Joseph D.
Landaal, Dennis J.
Madsen, Michael P.
McCormick, Matthew B.
McWhorter, Samuel L.
Podegracz, Anthony J.
Ullery, Megan R.
SAN JOSE
Hedayat, Leyla
Meyerhofer, Peter N.
Venter Frederik J.
CAROLINAS
CHARLESTON
Guy, Jonathan R.
CHARLOTTE
Blakley, Jr., Stephen W.
Edwards, Matthew A.
Lewis, Ryan T.
Pattison, Paul G.
Taylor, Benjamin S.
COLUMBIA
Iser, Christopher M.
DURHAM DOWNTOWN
Lewellyn, Earl R.
FORT MILL
Holcomb, John E.
RALEIGH
Adams, Richard C.
Barber, Barry L.
Beck, Chadwick W.
Brewer, Brian J.
Cochran, Adam P.
Cook, Richard N.
Deans, Neil T.
Denney, Seth A.
Keil, Ashley R.
Flanagan, Tammy L.
Kuzenski, John
Meador, Emily H.
Thompson, Erin K.
FLORIDA
BOCA-DELRAY
Spruce, Michael D.
Webber, Jason A.
FORT LAUDERDALE
Alam, Mudassar M.
Capelli, Jill A.
Falce, Christopher T.
McWilliams, John J.
Ratay, Gary R.
Robertson, Stewart E.
Viola, Stefano F.
FORT MYERS
Bryant, M. Lewis
Clark, Kellie R.
Wicks, Amy N.
GAINESVILLE
Towne, Christopher
JACKSONVILLE
Brenny, Martin T.
Mecca, Joseph P.
Mullis, Raiford M.
Roland, George E.
Shelton, Mark W.
LAKELAND
Lewis, Jason A.
Wilson, Mark E.
White, Wayne E.
MELBOURNE
Husainy, Kinan F.
MIAMI
Almonte, Leonte I.
Baldo, Burt L.
Buchler, Aaron E.
Collier, Julio A.
Fernandez, Jorge L.
Fye, Barton J.
OCALA
Busche, Richard V.
Gartner, Amber L.
Losito, Gene B.
ORLANDO
Chau, Hao T.
Lenzen, Brent A.
Littrell, Lance R.
Martin, Jonathan A.
Mingonet, Milton S.
Stickler, Brooks A.
Thigpen, Jonathan D.
Wetherell, Ryan S.
SARASOTA
Klepper, B. Kelley
Nadeau, Gary J.
Pankonin, James R.
Schmid, Seth E.
ST. PETERSBURG
Dodge, Dawn M.
Walker, Jordan W.
TALLAHASSEE
Barr, Richard R.
DeVeau, Zachariah A.
TAMPA
Bulloch, Kelly B.
Gilner, Scott W.
Lee, Nathan Q.
VERO BEACH
Good, Brian A.
Lawson, Jacob B.
Roberson, Kevin M.
Thomas, Melibe S.
Van Rens, Peter J.
WEST PALM BEACH
Heggen, Christopher W.
Lee, Jason R.
Mufleh, Marwan H.
Rapp, Bryan T.
Schanen, Kevin M.
Schwartz, Michael F.
Sumislaski, James M.
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Qualifications and Response to Scope of Services
TAB 1
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8
Tab 1. Qualifications and Response
to Scope of Services
For over a decade, the City of Ocoee has been diligently working to revitalize downtown and create new, walkable activity centers,
both within the boundaries of the Community Redevelopment Agency (CRA). During this time, the city has made great efforts
to balance the preservation of community character with the rapid growth experienced in Central Florida. The City is already
witnessing private investments in desirable locations with significant investments in areas such as streetscapes underground
infrastructure and remediation of contaminated soils.
Now, it is necessary to update the Land Development Code (LDC) to reflect the City’s prior planning efforts. By doing so, we can
ensure that private investments align with the values and expectations of the City and its residents. Kimley-Horn understands
your vision. Our professionals have the placemaking focus and technical skills to translate the City’s various plans and initiatives
into regulations and shape the future of the community. The Kimley-Horn team was intentionally assembled to capitalize on
the expertise of each team member and their contributions to the project scope. The team consists of code experts who are
supported by a range of professionals, including urban designers, landscape architects, architectural designers, and engineers.
Innovative Standards for Placemaking
Our Team’s lead, Eliza Harris Juliano, CNU-A, is known throughout
Central Florida for her expertise in creating standards for walkable
places. Since 2007, Eliza has partnered with public entities such as
MetroPlan Orlando and Orange County to help shape the Central
Florida region. Through her collaboration with MetroPlan Orlando,
Eliza played a pivotal role in expanding upon the “How Shall We Grow”
regional vision, creating growth scenarios that prioritize and support
multimodal transportation. Her work in comprehensive planning and
land development regulations spans the State of Florida, from the Gulf of
Mexico to the Atlantic coast. She is committed to developing policies and
codes that effectively integrate walkable standards into both established
and developing areas. Eliza’s public-sector work includes code updates
in Orange County, Seminole County, the City of Titusville, and the City
of Oviedo. Her dedication to incorporating walkability and sustainable
practices into urban planning contributes to the creation of more livable
and vibrant communities throughout Florida.
Eliza is supported by Brian Canin, AIA, FAICP, CNU-A, who offers valuable insights to our team as an architect and
urban designer with decades of experience collaborating with Florida developers. His expertise in three-dimensional design
enhances our efforts, ensuring a holistic understanding of the impact and implementation of our efforts. Eliza and Brian
collaborate to create Great People Places by transforming grand ideas into actionable plans and regulations.
To integrate vision-based standards effectively, we have employed a variety of methods tailored to the specific geographic,
regulatory, and cultural context of each jurisdiction. This includes implementing fully integrated SmartCode-based applications
for entire jurisdictions or private developments, establishing new mixed-use districts within existing conventional codes,
implementing frontage-based standards, and overlays. These diverse methodologies ensure that the walkable standards
seamlessly align with the unique characteristics of each location.
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Fundamentals of Planning in Florida
Kelley Klepper, AICP, and Katy Magruder, AICP, CNU-A, both started their careers in the public sector. With more than
30 years of experience in comprehensive planning, land development regulation, CRA planning, and review of development
proposals, Kelley brings a wealth of knowledge to our planning team. As a key regional resource, he will play a vital role in
providing expert guidance and quality control. Kelley stays up to date on important changes related to federal oversight, such
as the Reed v. Gilbert case, as well as the dynamic landscape of Florida Statutes concerning planning. By keeping current
with these developments, Kelley ensures that our processes and practices align with the best practices that have been proven
effective through practical experience in code updates and assessments throughout Florida and the Southeast.
With almost seven years of experience as a planner for the City of Orlando, Katy brings a wealth of knowledge to the team.
Her expertise in enforcing and drafting land development regulations in a dynamic urban area of Central Florida is invaluable.
She has worked on small- and large-scale projects including the notable Packing District in Orlando, which is a significant
infill development near the urban center. Katy is well-versed in regulating both small-scale downtown areas and major infill
and redevelopment projects, such as those anticipated within the Community Redevelopment Agency (CRA). Her experience
in processing applications in both existing and emerging walkable areas, ensures that the regulations we establish are easily
understandable and actionable for staff to administrate. In addition, Katy participated in several key code initiatives involving
accessory dwelling units and missing middle hours. Her expertise in this area is highly valued, and since her time at Kimley-
Horn, she has authored walkable code standards for the cities of Titusville and Oviedo.
Sustainable Landscapes for Walkable Places
As the city urbanizes, we recognize maintaining and nurturing green
and open spaces is an important goal for the City of Ocoee. Greg
Witherspoon, AICP, PLA, ASLA, is deeply engaged in standards and
practices related to sustainable urban landscapes and open spaces.
In addition to his work on numerous private development projects,
Greg has recently written landscape and/or arbor standards for
Orange County, Seminole County, and the City of Oviedo with a focus
on Florida-Friendly practices and the shaping of usable urban open
spaces and streetscapes.
Greg and Brian Canin are founding members of OUTSIDE Collab, a
nonprofit collaborative initiative that aims to address specific concerns
pertaining to the establishment of sustainable and native landscapes
in Central Florida. This endeavor encompasses all stages of the
production chain, ranging from cultivation of plant material to regulations and design guidelines, as well as the installation
and long-term maintenance of the landscapes.
Geographic Analysis and Mapping
The City of Ocoee wishes to implement walkable standards across diverse contexts, encompassing everything from the
existing downtown to suburban corridors, as well as larger scale infill projects. We understand the importance of tailoring the
approach to fit the specific context and scale of potential private investments in the built environment within the City.
Sribhava Kakani, CNU-A serves as our primary contact for Geographic Information System (GIS) activities, which can
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greatly contribute to our understanding of the existing context areas, conditions within overlays, and available opportunities.
In addition, Sribhava can support any mapping needs related to proposed zoning. She is currently managing an extensive and
complex effort to create a comprehensive transect-based zoning map for Orange County.
With our extensive experience, our team is equipped to work closely with the City’s staff in identifying the most suitable
coding approach for varied contexts within the City. While there are commonalities associated with walkable standards, such
as pedestrian-oriented streetscapes featuring shade, fenestration, building-orientation, and parking placement, the variety of
conditions within the City require a tailored approach. You can have peace of mind knowing that we are adept at navigating
these conditions and implementing appropriate strategies accordingly.
Public Outreach and Communication
Our in-house and local team possesses a wide range of knowledge and expertise in communicating with both public
and elected officials. Furthermore, our principal designers and planners from various disciplines will be actively engaged
throughout the entire process. It is imperative to designate a leader who will oversee the coordination of public involvement
parallel with other efforts. Angela Coullias, APA,
CNU, will manage the public involvement efforts. She
effectively orchestrated the collaborative efforts of our
team in facilitating public engagement initiatives for
Seminole County, Orange County, and the municipalities
of Edgewater and Titusville. Angela has provided public
engagement and stakeholder management both in-person
and virtually. Throughout this project, Angela will apply
Kimley-Horn’s forward-thinking and engaging approach to
community outreach.
Our team places great value on the importance of visual
communication. In collaboration with our technical
staff, Henry Tamura will bring our team’s placemaking strategies to life with his beautiful hand-drawn or computer-aided
visualizations. His work helps the public, elected official, and other stakeholders understand the proposed standards and the
benefits of change. Prior to joining our team as an urban designer and illustrator, Henry practiced as an architect in his native
country of origin, Colombia.
The City of Ocoee has effectively used video to communicate with the public during the State of the City addresses.
Additionally, Kimley-Horn can supplement or work with City resources to create alternative outreach strategies. We are
currently developing a series of educational videos for the Orange Code and Vision 2050 to supplement the City’s in-person
public engagement efforts with Orange County.
Constructability and Grounding
To achieve tangible outcomes, it is imperative that regulations and standards designed to enhance the quality of life are
firmly rooted in the practicalities of the market and infrastructure requirements. Our key team members across planning
and landscape architecture, including Eliza, Brian, Kelley, and Greg, have extensive experience in the private sector. This
background and experience will be invaluable as they bring their knowledge to this project as a means of “testing” the codes
as they are being developed.
A Code is only as good as its ability to be implemented. Kimley-Horn’s engineers provide valuable insight in translating
engineering standards and practices and supplementing the regulatory and design focus with an emphasis on
constructability.
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Brian Ashby, P.E., offers 13 years of civil engineering experience. His expertise includes managing private-sector
investments throughout the Florida region. Brian can assist with the constructability review of related infrastructure, such as
stormwater and utility spacing.
With more than 18 years of consulting experience in transportation planning and traffic engineering, James Taylor, P.E., will
support our team with developer contributions towards the development of multimodal transportation infrastructure pertinent
to the code. He is familiar with the City of Ocoee and has a vested interest in implementing tailored solutions that respond
to the unique attributes of the City and are fully integrated with your vision for your future transportation system. James
has built relationships with your staff and understands your workload and priorities as well as your preference for certain
proprietary products.
Project Management and Adoption Support:
Kimley-Horn believes that being a good project manager and partner to our clients goes beyond being a technically sound
consultant. Our project management approach is centered on the combined efforts of our team and the City staff. We
recognize that a teamwork-based approach is crucial to successfully serve the City, bring your vision to life, and exceed your
expectations. It is hard to overstate the importance of excellent communication skills during a project.
For more than a decade, Eliza has successfully managed numerous significant projects for various jurisdictions and large
clients including MetroPlan Orlando, Orange County, Seminole County, and numerous public-and private-sector clients.
Eliza and Katy bring valuable experience in engaging with and delivering presentations to diverse stakeholder groups and
elected officials regarding matters that prove significant to the future of their jurisdictions. Presenting and explaining the
Code is just as important as the development of the Code itself. We recognize that these decisions can significantly influence
constituents, the business community, and leaders; therefore, ensuring effective communication of vision, context, and trade-
offs is imperative throughout the process.
Task 1. Project Orientation and
Document Review.
Eliza Juliano
Katy Magruder
James Taylor
Sribhava Kakani
• Understanding of regional and local
context
• Consensus building and
prioritization
• Geographic analysis
• Urban design context analysis
Task 2. Matrices of Standards. Eliza Juliano
Kelley Klepper
Katy Magruder
Brian Canin
Greg Witherspoon
Brian Ashby
James Taylor
• Urbanism and placemaking
• Form-Based Codes
• Conventional and Hybrid Codes
• Horizontal and vertical mixed-use
• Streetscape standards
• Code administration review
• Constructability review
• Quality Control
Task 3. Annotated Regulatory
Outline.
Task 4. Code Drafting.
Task 5. Project Management and
Coordination.
Eliza Juliano
Katy Magruder
• Project Management Experience
• Organization
• Schedule Management
• Cost-Effectiveness
Task 6. Community/Stakeholder
Outreach.
Angela Coullias
Henry Tamura
Eliza Juliano
Katy Magruder
• Verbal Communication
• Written Communication
• Public Meeting Design
• Graphic Design and Illustrations
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Task 7. Planning and Zoning
Commission Review and Action.
Eliza Juliano
Katy Magruder
• Verbal communication
• Code proficiency
• ResponsivenessTask 8. City Commission Review
and Action.
Task 9. Final Draft of LDC Update.Eliza Juliano
Katy Magruder
Kelley Klepper
• Code proficiency
• Responsiveness
• Quality Control
Optional Tasks Not Required in
Scope of Services:
- Windshield survey
- Zoning Map Updates
- Stress Testing Potential
Development Example
- Illustrative Renderings for Public
Meetings
- Coordination on Video Public
Outreach
Brian Canin
Brian Ashby
Sribhava Kakani
James Taylor
Henry Tamura
• Development services and site
planning
• Geographic Information Systems
• Illustrative Renderings
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Professional Qualifications of The Firm and Key Individuals
In January of 2023, Kimley-Horn joined forces with Canin
Associates. Our newly expanded team is especially well-
poised to serve the City of Ocoee. Our Orlando office will
serve as the primary office, which is just 15 minutes from the
City of Ocoee. Within the Orlando office, our multidisciplinary
experience covers a wide range of services within planning,
engineering, landscape architecture, urban design,
environmental planning and design, and public policy.
Our permanent staff includes more than 7,200 professional,
technical, and support staff in 120+ offices nationwide. In
addition to our offices in Orlando and Sarasota, Kimley-Horn
has more than 1,200 employees in 20 offices throughout the
Florida region ready to assist the City of Ocoee.
Our project team has collaborated closely with numerous
communities to help update their land development
regulations and set the future vision for growth, change,
and conservation. Our extensive experience and familiarity
delivering these services enables us to effectively collaborate
with staff, leadership, and citizens to identify issues, solve
problems, and build consensus.
Our Community Planning Practice
Kimley-Horn’s planners, urban designers, and engineers have a proven track record of collaborating with communities
to develop progressive and context-sensitive plans. Our expertise extends throughout the entire process, from the initial
assessment to providing a “Road Map” for the community, all the way to the comprehensive code/UDO update.
Kimley-Horn provided assessments and/or codes, in whole or in part, for the following communities:
- Orange County, FL
- Seminole County, FL
- Lee County, FL
- City of Venice, FL
- City of Titusville, FL
- City of Oviedo, FL
- City of Zephyrhills, FL
- City of Cape Canaveral, FL
- Town of Butner, NC
- Town of Stallings, NC
- Town of Rolesville, NC
- City of Monroe, NC
- City of Greer, SC
- City of Grovetown, GA
- City of Sandy Springs, GA
- City of Charlottesville, VA
Our holistic approach to the process and preparation of these codes emphasizes:
• Consistency with the community’s vision
• Clarity of administration
• Identification of realistic and implementable solutions
• Integration of land use and transportation
• 22 Offices in Florida
• 1,200+ Employees in Florida
• 30 Dedicated Planning Professionals
• 10 Key Professionals Assigned to the Project
Tampa
St. Petersburg
Ocala
JacksonvilleTallahassee
Panama City Beach
Orlando
Delaney Park
Lakeland
Sarasota
Vero Beach
West Palm Beach
WPB Downtown
Boca-Delray
Fort Lauderdale
Miami
Fort Myers
Gainesville
Melbourne
Daytona Beach
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• Resiliency and environmental stewardship
• Equity and fairness
• A multimodal approach to the transportation system
• Consensus-building
• True engagement of the public and stakeholders, including
inreach and outreach:
» Inreach — Sufficient activities to learn from staff,
management, and elected officials who are tasked with
directly and indirectly making decisions that affect the
future of the City
» Outreach — An engagement strategy that includes
stakeholder events, interactive workshops, and online
surveys—resulting in actionable data that informs the
recommendations and how to implement.
Areas of Expertise
Community Planning
Successful community planning requires a combination of imagination
and a focus on implementation. It is a collaborative process that
involves engaging community leaders, landowners, stakeholders, and
citizens to make informed decisions. Community planning aims to
capture both the big picture and the details that matter, recognizing
the interconnectedness of land use preservation and choices,
transportation opportunities, resiliency, and economic development,
public improvements, and policy. Kimley-Horn’s community planning
professionals have provided comprehensive solutions to the planning
and design for communities of all sizes.
In Florida alone, our team members have worked on visions, comprehensive plans and LDCs for the cities of Sebastian,
Tavares, Maitland, Titusville, Destin, and Venice, Seminole and Orange counties, and more.
Land Development Code Preparation and Amendments
Kimley-Horn appreciates the intricacies of modern zoning
ordinances and has partnered with communities to prepare
land development codes and zoning overlay districts that are
comprehensive in nature, but cognizant of the end-user’s
needs.
Our team believes that codes and implementation
principles must be tailored to the communities
they serve. To accomplish this, we always keep the
following in mind:
• Administrative Capacity: Different communities have
different abilities to administer. Codes should only contain
elements that administering staff can understand, apply, and
enforce.
• Balance: Codes must balance the need to prevent
undesirable development with desire to allow for creativity.
As both designers and coders, we understand this balance—
where regulation is appropriate, and where it isn’t.
• Flexibility: As part of achieving balance, flexibility must also
be considered, especially in projects that are phased over
many years.
• Existing Regulations: How a proposed code is shaped by
existing regulations is critical. New codes must consider
existing zoning and other regulatory plans.
We have expertise in a variety of types of form-based codes
including transect-based, building type, and frontage-base
codes. These codes can be hybridized with conventional
Euclidean approaches to meet the needs of the transitioning
suburban contexts or to provide form-based outcomes within
an existing regulatory context.
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Public Involvement and Consensus Building
Great plans need to inspire, inform, and meet multiple community objectives. The details of each public engagement plan are
specific to the needs of the project, but at their core each engagement needs to provide an opportunity for stakeholders to
give meaningful input and provide sufficient information for decision-makers to chart a path forward.
The Kimley-Horn team has all the staff and tools necessary to build a shared vision with the community including engaging
speakers and facilitators, illustrations that inspire and inform, and strategies for building consensus. In response to the
growing demand for online engagement, Kimley-Horn has built proprietary software such as PublicCoordinate, a user-
friendly interactive map-based platform, and KollabSpace, virtual meeting platform. Access to in-house software allows us to
seamlessly integrate online access into projects of all sizes.
Urban Design
As urban areas continue to grow, streetscape design have become an integral
component of roadway and transportation system projects and infrastructure
improvements. Some solutions designed by our planners include revitalizing
commercial districts, controlling traffic flows, and providing recreational areas
and pedestrian/bicycle facilities in increasingly congested areas. We also
provide services in feasibility studies, master planning, design, permitting, public
participation, and construction administration. Our planners collaborate with
clients and the design team to develop a pleasing visual environment, meaningful
theme, distinctive image, and strong sense of place, while being sensitive to each
client’s budget and long-term maintenance obligation.
Historic Preservation
We appreciate the value of historic districts and the buildings that contribute to the
character and context of our neighborhoods. Preserving these institutions is crucial in
maintaining the integrity of the City of Ocoee’s story and identity. Kimley-Horn’s historic
preservation specialists approach each project with a deep understanding of the complex
heritage involved. Their mindful approach ensures that the historical significance of
these areas is respected and preserved for future generations. Kimley-Horn offers a wide
variety of historic preservation services including historic resources surveys, significance
assessments and nominations, design guidelines, and Section 106 compliance. As we
define urban possibilities, we are committed to preserving the City of Ocoee’s history and
unique sense of place.
Transportation Planning
For more than five decades, Kimley-Horn has been improving the transportation network in Florida as a consultant to cities,
counties, transportation planning organizations (TPOs), and metropolitan planning organizations (MPOs). We are renowned
for excellence in transportation planning, land use planning, and traffic engineering services. When it comes to Florida’s
transportation regulations, policies, and procedures, Kimley-Horn’s knowledge is unsurpassed. Consultants with passion and
devotion can generate extraordinary ideas—ideas that can transform communities.
Our transportation team develops land development standards that shape how private sector contributes to multimodal
infrastructure including maintaining or expanding road, sidewalk, or bikeway connectivity, providing appropriate sidewalk
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infrastructure, and right-sizing on and off-street parking facilities. We have also developed standards for electric vehicle
parking.
We bring a multimodal and context-based approach to transportation planning. By ensuring we integrate land use and
transportation together, we can work with the community to ensure their transportation system meets their needs, is safe and
supports the community’s larger quality of life goals.
Resiliency Planning
Community and infrastructure resiliency are a focal point for planning in many
cities. The beneficiaries of resiliency protection include public health and safety,
key public infrastructure, community housing stock, the municipal tax base, and
community cohesion. Kimley-Horn’s resiliency planning services include urban
planning, transportation planning and design, watershed and stormwater planning
and management, hydraulics and hydrology studies, environmental documentation
and permitting, utility engineering, and public involvements services.
Preparing for disruptions through planning helps our communities identify
vulnerabilities and develop strategies to become more resilient. By analyzing
physical and social vulnerabilities, we can identify and develop resilience solutions
for various plan components, whether that be developing strategies to provide social services for those who need it most or
identifying strategies to protect vulnerable infrastructure against hazards.
Graphics and Renderings
One of the hallmarks of our planning work has been to focus on the visual elements of the project. From our experience,
we know the value strong images can have in communicating to communities and the stakeholders whose support is so
important.
Kimley-Horn prepares documents (technical memorandums, reports, and
grant applications) that can convey critical information in a highly accessible,
eye-catching, and easy-to-read format for a wide range of audiences. These
documents have guided the successful planning, grant applications, and
implementation of similar planning projects.
Funding Opportunities
Kimley-Horn understands that obtaining successful funding and the identification
of potential public and private sources is critical to your projects, and we will work
to identify alternative funding and financing strategies within multiple categories. Kimley-Horn has helped our clients resulting
in more than $248 million in grants and outside funding. Our project team will provide insight into the opportunities available,
and the procedures required to obtain funding. We have developed a resource library of information on state and federal
funding sources and will assist you in making the most of available resources.
Quality Assurance/Quality Control
Quality assurance/quality control (QA/QC) means much more to us than a cursory review. Kimley-Horn’s QA/QC measures
are built into our project management processes, and they are part of our firm’s culture. Kimley-Horn has been at the
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forefront of integrating quality processes into the services provided by design professionals. Our in-house program,
Continuous Quality Improvement (CQI), was implemented in 1993 and is a model for how consulting professionals can find
incremental ways to improve services to clients.
Kimley-Horn insists each project has a carefully structured scope of services, a corresponding schedule, and an accurately
developed budget. We simply do not begin an assignment until these three elements are in place and mutually agreed upon
by Kimley-Horn and the client. Each project undertaken at Kimley-Horn has a quality review task built into it. Our QA/QC
Program Manager for this project, Kelley Klepper, AICP, will ensure our services provided for you meet our high standards of
quality.
Our internal QA/QC program will include:
- An internal kick-off meeting held with key team members assigned to the job to clearly define the scope, outline subtask
responsibilities, establish schedules, and identify project milestones and goals.
- At the end of each phase, a QA/QC review will be conducted as one of several final checks to make sure the project
deliverable is not only technically correct but also consistent with your objectives.
- Any changes or modifications required to respond to the comments and recommendations of the quality control team will
be incorporated during the ongoing analysis prior to submitting deliverables.
OUR QA/QC PROCESS
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Professional Planning Services for the City of Ocoee's Land
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Principal-in-Charge (PIC)
Kelley Klepper, AICP
Project Manager
Eliza Juliano, CNU-A
Deputy Project Manager
Katy Magruder, AICP, CNU-A
QA/QC
Kelley Klepper, AICP
Urban Design
Brian Canin, AIA, FAICP, CNU-A
Urban Design/Illustrations
Henry Tamura
Landscape Architecture
Greg Witherspoon, AICP, PLA, ASLA
Public Involvement
Angela Coullias, APA, CNU-A
GIS
Sribhava Kakani, CNU-A
Supporting Team
Transportation/TPTO
Engineering
James Taylor, P.E.
Civil Engineering/
Constructability Review
Brian Ashby, P.E.
City of Ocoee
Organizational Chart
Our organizational chart highlights our team structure and range of expertise and disciplines.
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RELEVANT EXPERIENCE
Orange Code and Vision 2050, Orange County, FL — Principal planner. In 2015, the team
lead the development of a new countywide hybrid form-based code. After being re-selected
in 2016, we supported planning and public engagement on an accompanying overhaul of
the County comprehensive plan dubbed Vision 2050. Contributions to Vision 2050 include
the development of a “place type” approach to enable the form-based code and a series of
educational videos to enhance public outreach.
Land Development Code (LDC) Update, Seminole County, FL — Principal-in-Charge
(PIC). Kimley-Horn is providing a rewrite of the zoning chapter to simplify and modernize
standards, which include new standards for mixed-use development, “missing middle”
housing, electric-vehicle readiness, and assembly uses.
Envision Seminole 2045 and EAR, Seminole County, FL — PIC. The project involved
public engagement on a long-range vision for growth and conservation, which resulted in a
vision plan and recommended updates to the comprehensive plan as part of an Evaluation and
Appraisal Report (EAR).
EAR-Based Comprehensive Plan Amendment, Seminole County, FL — Project
manager. Kimley-Horn is assisting Seminole County with a vision-based rewrite of the Future
Land Use Elements to include new policies to encourage mixed-use infill and redevelopment.
LDC Rewrite, Oviedo, FL — Project manager. Kimley-Horn is reorganizing and expanding
the LDC based on a recent comprehensive plan update, which includes updates to parking,
landscaping, tree protection, and the creation of new zoning districts for areas targeted for
walkable redevelopment.
North Quarter Transportation Vision Plan, Orlando, FL — PIC. The project involved a
public charrette to re-envision a fast-growing downtown neighborhood. In result, the design for
two-way travel on both avenues was safe, attractive, and comfortable for residents, employees,
and visitors, whether walking, biking, or driving. The vision incorporated a robust bicycling
network that connects to nearby neighborhoods.
Neighborhood Visioning, Policies, and Regulations, Titusville, FL — Principal planner.
The team developed a vision for three neighborhoods and a draft of accompanying updates to
the Comprehensive Plan and LDC. In addition, Countywide updates to the Comprehensive Plan
were drafted based on the Titusville Tomorrow Vision Plan, which was developed by the same
team in 2015.
North Winter Park Drive Small Area Study, Casselberry, FL — Project manager. The
study involved planning, public engagement efforts, and an action plan for revitalization with
strategic recommendations, which included enabling diverse housing typologies, zoning
standards, catalyst development, public realm and landscape improvements, branding, and
bicycle and pedestrian improvements.
OFFICE LOCATION
»189 South Orange Avenue
Suite 1000
Orlando, FL 32801
PROFESSIONAL
CREDENTIALS
»Master, Urban Planning,
Harvard University
»Bachelor of Arts,
Biochemistry, Harvard
University
SPECIAL AFFILIATIONS
»Member, Congress for
New Urbanism (CNU)
Eliza has more than 16 years
of urban planning experience,
managing private- and
public-sector projects with
a focus on redevelopment,
improving land use patterns,
and encouraging multimodal
transportation options to
contribute to sustainability and
quality of life. She is engaged
in outreach and advocacy
on smart growth issues and
is active in the leadership
of local and national peer
organizations, including
serving as the 2017-2018
Board Chair of the national
Congress for New Urbanism.
Eliza Juliano, CNU-A
PROJECT MANAGER
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Professional Planning Services for the City of Ocoee's Land
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Katy is an accomplished urban planner with seven years of dedicated public service. Her
expertise lies in infill and redevelopment strategies, placemaking initiatives, master planning,
and creating special plans and overlays as well as drafting Land Development Codes (LDC).
With a stint in residential development, she brings an awareness of the impacts of various
regulations on developers and balances private developer needs with the public good. She has
a passion for enhancing urban spaces, ensuring safe streets for bicyclists and pedestrians, and
promoting sustainable and vibrant urban communities.
RELEVANT EXPERIENCE
Land Development Code, Oviedo, FL — Planner. Kimley-Horn is providing the City of Oviedo
with professional planning services. The project involves rewriting the City’s LDC with a focus on
better placemaking in infill development through updates addressing a variety of issues including
landscape, complete streets, and architectural standards.
Land Development Code Update, Titusville, FL — Planner. Kimley-Horn provided
professional services to update the future land use, transportation, and housing elements of
the comprehensive plan and land development regulations. Specific services included a review
of the existing future land use and zoning standards and the analysis of the existing physical
opportunities and constraints. Kimley-Horn evaluated the area and identified one or more
exemplar sites to test potential building and site development types and placemaking strategies.
Kimley-Horn produced final graphics including site plans and 3D renderings. Additional services
included producing the new proposed code language that will be adopted into the City’s land
development regulations.
EAR-Based Amendments to Comprehensive Plan, Seminole County, FL — Planner.
Kimley-Horn provided professional planning services for the update and reorganization of
the future land use element. Deliverables under this task included a roadmap describing
organizational changes and major sections that have been replaced. Additionally, Kimley-Horn
performed a planning-level analysis of economic and development conditions related to urban
infill and redevelopment in order to assess the effectiveness of existing policies.
Orange Code, Orange County, FL — Planner. Kimley-Horn was retained by Orange County for
professional planning services. Specific services included rewriting Orange County’s current land
development code as a new and simplified form-based code. Katy assisted the development of
procedures and review processes as part of the code development.
Land Development Code Updates, Orlando, FL - City Staff. The project involved the drafting
of land development regulations related to multi-family, “missing middle” housing, and accessory
dwelling units.
OFFICE LOCATION
»189 South Orange Avenue
Suite 1000
Orlando, FL 32801
PROFESSIONAL
CREDENTIALS
»Master of Science, Planning
in Civic Urbanism, Rollins
College Hamilton Holt
School
»Bachelor of Arts,
Environmental Studies, Elon
University
»American Institute of
Certified Planners (AICP),
#33438
SPECIAL AFFILIATIONS
»Member, Congress for New
Urbanism (CNU)
Katy Magruder, AICP, CNU-A
DEPUTY PROJECT MANAGER
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Kelley has over 30 years of planning experience in Florida, Kentucky, North Carolina, South
Carolina, Georgia, Virginia, and Tennessee, including a thorough knowledge of community
redevelopment, master planning, comprehensive planning, growth management, public policy,
form-based codes, budgeting, small/special area plans, development-related issues facing
growing communities, and urban/ rural design. He has extensive experience working with local
government agencies, community redevelopment agencies, development and redevelopment
projects, master planning and plan implementation.
RELEVANT EXPERIENCE
Unified Development Code (UDO) and 2027 Comprehensive Plan (full Code), Venice,
FL – Project manager. Kimley-Horn updated the Land Development Code and developed a hybrid
code in the portions of the City identified as Mixed Use by the Comprehensive Plan, and are being
developed as a Mixed Use (district specific) Code with conventional code components for the
remainder of the City. Additional services included updates to the land use tables, parking and
signage codes, along with the processes and procedures governing development within the City.
UDO Comprehensive Rewrite and Zoning Map Update (full UDO), Monroe, NC – Project
manager. Kimley-Horn combined a community-wide land use plan update with a multimodal
transportation plan to achieve a unified strategy that encourages economic vitality and enhances
quality of life. Our planning process was rooted in a multi-level outreach strategy that preceded
several overlapping elements, beginning with a comprehensive community assessment and a
set of land use scenarios that tested different ways the City could grow. A set of framework plans
express the preferred growth strategy through a compilation of the future land use map and
considerations for transportation, parks and open space, and water and sewer.
Code Review and Development for the Gateway Master Plan, Butner, NC – Project
manager. Project planner/task manager responsible for the assessment and update of the
Town’s Unified Development Ordinance. The Town of Butner adopted the Butner Gateway Small
Area Plan with a vision for how the property assemblage could be developed with mixed-use,
commercial, industrial, and medium-to-high residential development. Kimley-Horn worked with
the Town staff to develop a revised and updated Small Area Plan, Supplemental Market Analysis,
and an Overlay Zoning District Code Amendment.
CRA Master Plan Update and Design Standards, City of Zephyrhills, FL
City Center District Amendment, Phase 1 UDO Update, City of Grovetown, GA
UDO Analysis, Transportation/Mobility Code Provisions, City of Sandy Springs, GA
Full UDO Update, Rolesville, NC
Hydraulic Small Area Plan and Code Assessment, Charlottesville, VA
Airport Land Use and Zoning Code Update, Manatee County, FL
Comprehensive Development Code and Parking Code Assessment, Largo, FL
Lealman Community Redevelopment Area Form Based Code, Lealman/Pinellas County, FL
Thompson’s Station Code Assessment, Thompson’s Station, TN
Downtown Master Plan and Town Center District Standards, Stallings, NC
Land Development Code, Berry Hill, TN
Zoning Code Amendments (Various Amendments), Cape Canaveral, FL
North Carolina State University Centennial Campus Design Standards, Raleigh, NC
OFFICE LOCATION
»1777 Main Street
Suite 200
Sarasota, FL 34236
PROFESSIONAL
CREDENTIALS
»Master of Arts, Geography
and Urban Planning, East
Tennessee State University
»Bachelor of Science,
Psychology, East Tennessee
State University
»American Institute of
Certified Planners (AICP),
#014572
SPECIAL AFFILIATIONS
»Member, American Planning
Association (APA)
»Member, Florida Planning
and Zoning Association
(FPZA)
Kelley Klepper, AICP
PRINCIPAL-IN-CHARGE (PIC) AND QA/QC
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Brian is recognized regionally and nationally for his leadership and commitment to the fields of
planning and urban design and is sought after for his ability to find creative solutions to difficult
challenges. For over 40 years, he has focused on creating sustainable communities through
the practice of urban design and creative placemaking. His combined talents have created
award-winning, enduring communities that provide a unique sense of place.
RELEVANT EXPERIENCE
Orange Code, Orange County, FL - Principal-in-Charge (PIC). The project involved rewriting
Orange County’s current Land Development Code (LDC) with a Form-Based Smartcode. Specific
services included planning analysis, assessment of current LDC public visioning and design
workshops.
Titusville Tomorrow, Titusville, FL - (PIC). The project involved the development of a
Community Vision and Comprehensive Plan update for a city of 45,000 people including
downtown revitalization strategies, waterfront planning, corridor branding, and multimodal policy.
Envision Edgewater, Edgewater, FL - (PIC). The project involved master planning, public
visioning and design workshops. Additional services included public workshops to garner resident
input, craft a city-wide vision statement and a downtown vision plan.
MetroPlan Orlando Long Range Transportation Plan 2040, Orange, Osceola, and
Seminole Counties, FL - Principal Planner. The project involved the development of updated
projections for a sustainable land use scenario to improve transportation outcomes in the
metropolitan area. Specific services included coordination with counties and cities’ planning staff
to develop transportation and land use efficiency strategies.
LYNX SR50 Phase 1 Station Area Analysis, Orlando, FL - Principal planner. As a
subconsultant, the team provided an analysis of transit-readiness for bus rapid transit station
areas, transit-oriented development concept plans, and three-urban dimensional urban design
illustrations.
Orange County Vision Northwest, Orange County, Florida
Mercy Drive Neighborhood Vision Plan, Orlando, FL
MetroPlan Orlando Long Range Transportation Plan 2030, Orange, Seminole and
Osceola Counties, Florida
OFFICE LOCATION
»189 South Orange Avenue
Suite 1000
Orlando, FL 32801
PROFESSIONAL
CREDENTIALS
»Master of Architecture,
Urban Design (MAUD),
Harvard Graduate School of
Design
»Bachelor of Architecture,
University of the
Witwatersrand
SPECIAL AFFILIATIONS
»Member, American Planning
Association (APA)
»Member, American Institute
of Architects (AIA)
»Member, Florida Planning
and Zoning Association
(FPZA)
»Member, Congress for New
Urbanism (CNU)
Brian Canin, AIA, FAICP, CNU-A
URBAN DESIGN
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Henry is a talented urban designer and illustrator developing creative design solutions and
engaging images for projects all over the world, including the United States, Germany,
Morocco, Spain, Canada, Nicaragua, Costa Rica, Mexico, the Caribbean, and Colombia. His
expertise includes design of village centers, hotels, resorts, and residential, commercial,
industrial, religious, and recreational buildings. During his 40-year career, Henry has
introduced design trends that have led to numerous design awards within Florida and
Colombia. Software experience includes SketchUp, Revit, AutoCad, InDesign, Photoshop,
Lumion, Trace, and Procreate.
RELEVANT EXPERIENCE
Envision Seminole 2045 and EAR, Seminole County, FL — Architectural planner designer.
The project involved public engagement on a long-range vision for growth and conservation,
which resulted in a vision plan and recommended updates to the comprehensive plan as part
of an Evaluation and Appraisal Report (EAR).
EAR-Based Comprehensive Plan Amendment, Seminole County, FL — Architectural
planner designer. Kimley-Horn is assisting Seminole County with a vision-based rewrite of
the Future Land Use Elements to include new policies to encourage mixed-use infill and
redevelopment.
Land Development Code Update, Titusville, FL — Planner. Kimley-Horn provided
professional services to update the future land use, transportation, and housing elements
of the comprehensive plan and land development regulations. Specific services included a
review of the existing future land use and zoning standards and the analysis of the existing
physical opportunities and constraints. Kimley-Horn evaluated the area and identified one or
more exemplar sites to test potential building and site development types and placemaking
strategies. Kimley-Horn produced final graphics including site plans and 3D renderings.
Additional services included producing the new proposed code language that will be adopted
into the City’s land development regulations.
West Fairbanks District Comprehensive Plan, Winter Park, FL — Architectural planner
designer. Kimley-Horn is conducting redevelopment planning for the West Fairbanks District
as part of continuing services for urban design with the City of Winter Park. The study area
is a transitioning industrial district consisting of small lots and substandard infrastructure.
The initial assessment identified infrastructure deficits and studied how the City can enable
incremental private investment in the absence of significant property consolidation.
Envision Edgewater Vision Plan, Edgewater, FL — Planner. The project involved working
with City staff through a variety of visioning outreach engagement workshops and interviews
that will refine and document the Citywide Vision plan including strategies for implementation
and priority items, as well as provide refinement to strategies based on changes since
adoption, and strategies to the Community Redevelopment Agency (CRA) Plan.
Orange Code and Vision 2050, Orange County, FL — Architectural planner designer.
The project involved the development of renderings and design scenarios in support of a new
countywide hybrid form-based code.
OFFICE LOCATION
»189 South Orange Avenue
Suite 1000
Orlando, FL 32801
PROFESSIONAL
CREDENTIALS
»Bachelor of Architecture,
Universidad del Valle,
Colombia
Henry Tamura
URBAN DESIGN AND ILLUSTRATOR
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With over two decades in Landscape Architecture and Planning at a Principal level, Greg has
extensive experience in a wide array of project typologies and clients as a trained facilitator.
He specializes in community planning and design, working from project conceptualization
and visioning, project team management, planning and design to entitlement processing, and
landscape architecture to construction documentation. With detailed experience in sustainable
planning and design methods for communities and institutions, Greg has an in-depth
understanding of smart growth principles, land-based analysis, and form-based codes. His
passion lies in providing community planning and design services that demonstrate innovative
technologies in the creation of places with enduring quality for future generations.
RELEVANT EXPERIENCE
Land Development Code (LDC) Updates, Seminole County, FL – Landscape architect.
The project involves an LDC update for Seminole County. Specific services include arbor
regulations and the addition to Florida-Friendly standards to the LDC.
LDC, Oviedo, FL — Landscape architect. Kimley-Horn is providing the City of Oviedo with
professional planning services. Specific services include updating the tree protection ordinance
and rewriting landscape regulations to apply to urban target areas. The LDC rewrite focused
on better placemaking in infill development through updates addressing a variety of issues
including landscape, complete streets, and architectural standards.
North Quarter Transportation Vision Plan, Orlando, FL — Landscape architect. The
project involved a public charrette to re-envision a fast-growing downtown neighborhood. In
result, the design for two-way travel on both avenues was safe, attractive, and comfortable for
residents, employees, and visitors, whether walking, biking, or driving. The vision incorporated
a robust bicycling network that connects to nearby neighborhoods.
Mercy Drive Neighborhood Vision Plan, Orlando, FL — Landscape architect. The
community-visioning process involved identifying neighborhood needs and opportunities, which
resulted in concepts for a neighborhood center, housing diversification, and improvements for
multi-modal transportation.
Orange Code, Orange County, FL — Landscape architect. The Orange Code project is the
first major rewrite of the County’s Zoning Ordinance since its original publication in 1956.
Specific services included for-based landscape regulation to facilitate the evolution from
a suburban to urban context. The new “Sustainable Land Development Code” is a hybrid
form-based code addressing a wide range of conditions from urban centers to rural areas.
The code implements the County’s vision to create walkable places that support multimodal
transportation, provide attainable housing, and improve quality of life.
Envision Seminole 2045 and EAR, Seminole County, FL — Landscape architect. The
project involved public engagement on a long-range vision for growth and conservation, which
resulted in a vision plan and recommended updates to the comprehensive plan as part of an
Evaluation and Appraisal Report (EAR).
OFFICE LOCATION
»189 South Orange Avenue
Suite 1000
Orlando, FL 32801
PROFESSIONAL
CREDENTIALS
»Master of Landscape
Architecture, University of
Oklahoma
»Professional Landscape
Architect in Florida,
#6667156
»Professional Landscape
Architect in Tennessee,
#1267
»American Institute of
Certified Planners (AICP),
#023424
Gregory (Greg) Witherspoon, AICP, PLA, ASLA
LANDSCAPE ARCHITECTURE
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Professional Planning Services for the City of Ocoee's Land
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Angela has over a decade of professional design and planning experience with a focus and
passion for urban design, walkability, and sustainability. Her project approach to is explore
and utilize innovative planning and stakeholder engagement tools to shape the future of
communities and campuses. Public and private sectors projects include comprehensive
planning, community vision plans, higher education campus master plans, public engagement,
multimodal planning, Geographic Information System (GIS) analysis, and other technical/
graphical support for various agencies.
RELEVANT EXPERIENCE
Land Development Code Update, Titusville, FL — Project manager. Kimley-Horn provided
professional services to update the future land use, transportation, and housing elements
of the comprehensive plan and land development regulations. Specific services included a
review of the existing future land use and zoning standards and the analysis of the existing
physical opportunities and constraints. Kimley-Horn evaluated the area and identified one or
more exemplar sites to test potential building and site development types and placemaking
strategies. Kimley-Horn produced final graphics including site plans and 3D renderings.
Additional services included producing the new proposed code language that will be adopted
into the City’s land development regulations.
Envision Edgewater Vision Plan, Edgewater, FL — Project manager. The project involved
working with City staff through a variety of visioning outreach engagement workshops and
interviews that will refine and document the Citywide Vision plan including strategies for
implementation and priority items, as well as provide refinement to strategies based on
changes since adoption, and strategies to the Community Redevelopment Agency (CRA) Plan.
Envision Seminole 2045 and EAR, Seminole County, FL — Senior planner. The project
involved public engagement on a long-range vision for growth and conservation, which
resulted in a vision plan and recommended updates to the comprehensive plan as part of an
Evaluation and Appraisal Report (EAR).
EAR-Based Comprehensive Plan Amendment, Seminole County, FL — Senior planner.
Kimley-Horn is assisting Seminole County with a vision-based rewrite of the Future Land Use
Elements to include new policies to encourage mixed-use infill and redevelopment.
Orange Code and Vision 2050, Orange County, FL — Planner. In 2015, the team lead
the development of a new countywide hybrid form-based code. After being re-selected in
2016, we supported planning and public engagement on an accompanying overhaul of the
County comprehensive plan dubbed Vision 2050. Contributions to Vision 2050 include the
development of a “place type” approach to enable the form-based code and a series of
educational videos to enhance public outreach.
Titusville Tomorrow Vision Plan, Titusville, FL — Urban designer. The team worked
collaboratively with Titusville’s City staff and community stakeholders to develop a vision for
the future and an approach to restructuring the City’s Comprehensive Plan, both of which were
unanimously accepted by City Council.
OFFICE LOCATION
»189 South Orange Avenue
Suite 1000
Orlando, FL 32801
PROFESSIONAL
CREDENTIALS
»Master of Urban and
Regional Planning,
University of Florida
»Bachelor of Design,
Architecture, University of
Florida
SPECIAL AFFILIATIONS
»Member, American Planning
Association, APA
»Member, Congress for New
Urbanism (CNU)
Angela Coullias, APA, CNU
PUBLIC INVOLVEMENT
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Development Code Update RFQ# 23-010
Sribhava has six years of experience in planning. She is a registered architect at the Council
of Architecture in India and has gained professional experience working in both public and
private sectors. Her professional experiences include urban design, site planning, community
outreach, research and analysis, bike/ pedestrian safety, and graphical and GIS efforts.
RELEVANT EXPERIENCE
Orange Code and Vision 2050, Orange County, FL — Planner. In 2015, the team lead
the development of a new countywide hybrid form-based code. After being re-selected in
2016, we supported planning and public engagement on an accompanying overhaul of the
County comprehensive plan dubbed Vision 2050. Contributions to Vision 2050 include the
development of a “place type” approach to enable the form-based code and a series of
educational videos to enhance public outreach.
Envision Seminole 2045 and EAR, Seminole County, FL — Planner. The project involved
public engagement on a long-range vision for growth and conservation, which resulted in a
vision plan and recommended updates to the comprehensive plan as part of an Evaluation and
Appraisal Report (EAR).
EAR-Based Comprehensive Plan Amendment, Seminole County, FL — Planner. Kimley-
Horn is assisting Seminole County with a vision-based rewrite of the Future Land Use Elements
to include new policies to encourage mixed-use infill and redevelopment.
LYNX SR50 Phase 1 Station Area Analysis, Orange County, FL —Planner. The study
assessed and illustrated the potential for transit-oriented development (TOD) within a
10-minute walk of 13 stations along a proposed Bus Rapid Transit (BRT) alignment in Orlando
and Orange County. The project identified strategies to support ridership by enabling and
encouraging TOD and illustrated TOD opportunities in the corridor. Specific services included
the design concepts for five station areas, a GIS and policy analysis of transit-readiness for 13
stations, and three-dimensional urban design illustrations.
North Winter Park Drive Small Area Study, Casselberry, FL — Planner. The study
involved planning, public engagement efforts, and an action plan for revitalization with strategic
recommendations, which included enabling diverse housing typologies, zoning standards,
catalyst development, public realm and landscape improvements, branding, and bicycle and
pedestrian improvements.
OFFICE LOCATION
»189 South Orange Avenue
Suite 1000
Orlando, FL 32801
PROFESSIONAL
CREDENTIALS
»Master, Urban and Regional
Planning, Rutgers
»Bachelor of Architecture,
Nagarjuna University
SPECIAL AFFILIATIONS
»Member, American Institute
of Steel Construction (AISC)
Sribhava Kakani, CNU-A
PUBLIC INVOLVEMENT
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Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
James has more than 23 years of experience in transportation planning and traffic engineering
for both public- and private-sector clients. His areas of expertise include traffic impact analysis,
traffic operations, travel demand modeling, microsimulation, long-range planning, impact
fee studies, and land entitlement/development processes. He has conducted or managed
more than 500 studies of varying scope to include concurrency evaluation, comprehensive
plan amendments, traffic volume forecasting, capacity/operational assessment, access
management, toll feasibility, Project Development and Environment (PD&E), Interchange
Justification Report/ Interchange Modification Report (IJR/IMR) parking studies, and corridor
studies.
RELEVANT EXPERIENCE
Continuing Contract for Transportation Planning, Ocoee, FL — Project manager.
Kimley-Horn is currently the City of Ocoee’s on-call consultant for transportation planning
services. Completed services include updating the City’s transportation impact analysis
(TIA) methodology and concurrency management system (CMS) data to streamline traffic
study reviews. Kimley-Horn has reviewed numerous traffic studies submitted to the City for
application review, represented the City at the development review committee and at public
hearings, and performed additional analyses to evaluate roadway segment and intersection
capacity within the City. Additional services include the management of traffic count collection
and the development of geographic information system (GIS) tools for quick reference to
area traffic counts, current level-of-service (LOS), and other multimodal network attributes.
In addition, Kimley-Horn assisted with an update to the City’s Transportation Element and has
performed a corridor study of Clarke Road to develop coordinated signal timings and other
improvements to reduce corridor delay and address multimodal safety concerns.
Creative Village Mobility Plan, Orlando, FL
River to Sea Transportation Planning Organization (TPO) 2045 Long Range
Transportation Plan (LRTP), Orlando, FL
Continuing Transportation Planning Services, Osceola County, FL
Continuing Contract for Transportation Planning, Clermont, FL
Merritt Island Redevelopment Agency Continuing Landscape Architecture and
Planning Services, Merritt Island, FL
City of Tavares Comprehensive Plan Update, Tavares, FL
City of Maitland Comprehensive Plan, Maitland, FL
The Villages Civil Engineering, Traffic Engineering, and Transportation Planning
Services, The Villages, FL
OFFICE LOCATION
»189 South Orange Avenue
Suite 1000
Orlando, FL 32801
PROFESSIONAL
CREDENTIALS
»Master of Science, Civil
Engineering, University of
Central Florida
»Bachelor of Science, Civil
Engineering, University of
South Florida
»Professional Engineer in
Florida, #69979
James Taylor, P.E.
TRANSPORTATION/TPTO ENGINEERING
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Development Code Update RFQ# 23-010
Brian has 14 years of experience in civil engineering and project management for private- and
public-sector land development projects, including utilities, site layout, stormwater, permitting,
grading, wastewater pump stations, horizontal directional drilling, areawide hydraulic modeling,
wastewater force mains, finished water mains, wastewater pipeline rehabilitation, utility master
planning, stormwater master planning, floodplain management, water quality design, and
construction phase services. His software experience includes AdICPR, PONDS, AutoCAD Civil
3D, AutoCAD Storm and Sanitary Analysis, StormCAD, Hydraflow, and WaterCAD.
RELEVANT EXPERIENCE
Merritt Island Redevelopment Agency (MIRA) Continuing Landscape Architecture
and Planning Services, Merritt Island, FL — Project engineer. Kimley-Horn is providing
landscape architecture and planning services for the Merritt Island Redevelopment Agency.
One of the projects under this contract is the Merritt Island Commercial Core Land Use
Analysis where Kimley-Horn prepared the land use and infrastructure report including a
carrying capacity analysis based on existing and projected development, adopted capital
improvements plan, zoning and land use provisions, and regional stormwater master plans.
City of Tavares Comprehensive Plan Update, Tavares, FL — Project engineer. Kimley-
Horn provided a review and update for the City’s Comprehensive Development Plan based
on the evaluation and appraisal report (EAR). Specific services included a community
review, preliminary land use and population analysis, transportation and mobility analysis,
infrastructure including water, wastewater, stormwater, lakes, and developed a new Recreation
and Open Space Element. Kimley-Horn worked with the City to identify best practices in the
field of Comprehensive Planning to develop a new approach to their land use designations
and development with a focus on redevelopment and also linkages between land use and
transportation.
City of Maitland Comprehensive Plan, Maitland, FL
Continuing Professional Engineering Services Maitland, Maitland, FL
East Airfield Stormwater Master Plan Mass Grading, Orlando, FL
Titusville Downtown Stormwater Development Plan, Land Development Regulations,
and Urban Design Manual Updates, Titusville, FL
Osceola County Continuing Planning and Design Consultant Services, Osceola, FL
OFFICE LOCATION
»189 South Orange Avenue
Suite 1000
Orlando, FL 32801
PROFESSIONAL
CREDENTIALS
»Bachelor of Science, Civil
Engineering, Florida State
University
»Professional Engineer in
Florida, #80456
SPECIAL AFFILIATIONS
»Member, American Society
of Civil Engineers (ASCE)
»Member, Commercial
Real Estate Development
Association (NAIOP)
»Member, Urban Land
Institute (ULI)
Brian Ashby, P.E
CIVIL ENGINEERING AND CONSTRUCTIBILITY REVIEW
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Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
Firm and Individual Licenses
State of Florida
Department of State
I certify from the records of this office that KIMLEY-HORN AND
ASSOCIATES,INC.is a North Carolina corporation authorized to transact
business in the State of Florida,qualified on April 24,1968.
The document number of this corporation is 821359.
I further certify that said corporation has paid all fees due this office through
December 31,2023,that its most recent annual report/uniform business report
was filed on February 22,2023,and that its status is active.
I further certify that said corporation has not filed a Certificate of Withdrawal.
Given under my hand and the
Great Seal of the State of Florida
at Tallahassee,the Capital,this
the Twenty-second day of
February,2023
Tracking Number:9937240518CC
To authenticate this certificate,visit the following site,enter this number,and then
follow the instructions displayed.
https://services.sunbiz.org/Filings/CertificateOfStatus/CertificateAuthentication
On October 1, 2019, HB827/SB616 went into effect,
creating the rules for Administrative Code 61G15, which
removes the requirement that engineers obtain a separate
engineering business license (certificate of authorization)
for their engineering firm. Additional information about this
can be found on the Florida Board of Professional Engineers
website: https://fbpe.org/licensure/licensure-process/
engineering-firms/.
However, Kimley-Horn’s Registered Professional Engineering
license screenshot from the Florida Board of Professional
Engineers/Department of Business and Professional
Regulation (DBPR) website is included below.
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Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
Do not alter this document in any form.
This is your license. It is unlawful for anyone other than the licensee to use this document.
Page 462 of 782
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Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
Melanie S. Griffin,SecretaryRon DeSantis, Governor
STATE OF FLORIDA
BOARD OF PROFESSIONAL ENGINEERS
THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE
PROVISIONS OF CHAPTER 471, FLORIDA STATUTES
TAYLOR, JAMES MICHAEL
Do not alter this document in any form.
8258 NORTHLAKE PARKWAY
LICENSE NUMBER: PE69979
EXPIRATION DATE: FEBRUARY 28, 2025
This is your license. It is unlawful for anyone other than the licensee to use this document.
ORLANDO FL 32827
Always verify licenses online at MyFloridaLicense.com
Julie I. Brown, SecretaryRon DeSantis, Governor
STATE OF FLORIDA
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION
BOARD OF LANDSCAPE ARCHITECTURE
THE LANDSCAPE ARCHITECT HEREIN HAS REGISTERED UNDER THE
PROVISIONS OF CHAPTER 481, FLORIDA STATUTES
WITHERSPOON, GREGORY SCOTT
Do not alter this document in any form.
500 DELANEY AVE
LICENSE NUMBER: LA6667156
EXPIRATION DATE: NOVEMBER 30, 2023
This is your license. It is unlawful for anyone other than the licensee to use this document.
STE 400ORLANDO FL 32801
Always verify licenses online at MyFloridaLicense.com
Melanie S. Griffin,SecretaryRon DeSantis, Governor
STATE OF FLORIDA
BOARD OF PROFESSIONAL ENGINEERS
THE PROFESSIONAL ENGINEER HEREIN IS LICENSED UNDER THE
PROVISIONS OF CHAPTER 471, FLORIDA STATUTES
ASHBY, BRIAN SCOTT
Do not alter this document in any form.
4106 TERIWOOD AVE
LICENSE NUMBER: PE80456
EXPIRATION DATE: FEBRUARY 28, 2025
This is your license. It is unlawful for anyone other than the licensee to use this document.
ORLANDO FL 32812
Always verify licenses online at MyFloridaLicense.com
Kathleen Magruder
https://www.credly.com/go/WJSUan2B
33438
Kimley-Horn will not be utilizing subconsultants for the scope of services included in this RFQ.
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Professional Planning Services
for the City of Ocoee's Land
Development Code Update
RFP No. RFQ#23-010
Experience and References
TAB 2
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33
Tab 2. Experience and References
RELEVANT EXPERIENCE
Below is a sample of our Kimley-Horn team’s experience with similar services within the past three (3) years with other
municipalities or County governments.
1. Land Development Code Rewrite
Seminole County, FL
Kimley-Horn worked with Seminole County on a reorganization and
update to the Land Development Code to streamline and modernize
standards and better implement the current comprehensive plan. Updates
included reorganizing the zoning chapter for clarity and consistency,
mixed-use development standards, solar facility standards, electric
vehicle parking, attainable housing strategies, compliance with federal
laws related to religious assembly uses, and Florida-Friendly landscaping.
Subsequently, the team has been engaged by the County in two follow-up
efforts: a 20-year vision plan and vision-based updates to the
comprehensive plan.
2. Orange Code
Orange County, FL
The Orange Code project is the first major rewrite of the County’s Zoning
Ordinance since its original publication in 1956. Historically, the County
has been heavily reliant on Planned Development for the majority of new
development projects due to the inconsistency of the current zoning
categories with the market. This contract resulted in assessment of the
existing code, the physical environment of the County, and delivery of a
new draft Code. The new “Sustainable Land Development Code” is a hybrid
form-based code addressing a wide range of conditions from urban centers
to rural areas. The code implements the County’s vision to create walkable
places that support multimodal transportation, provide attainable housing,
and improve quality of life.
Project Completion Date: July 2023
Original Contract Price: $211,986
Final Cost: $254,943
Reason for Overages: The County
requested additional work sessions
with the Board of County Commissioners
and additional research on specific topics.
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3. Vision 2050, Orange Code Revisions, and Public Engagement
Orange County, FL
Kimley-Horn, including the team formerly operating as “Canin Associates,” has
served the Planning Division continuing services provider since 2017 and has
effectively provided essential assistance and expertise on land use and zoning-
related tasks. Our team assisted Orange County with a significant rethinking of
its comprehensive plan, which included incorporating sustainability principles,
placemaking, and public engagement.
Subsequent to the original draft development for Orange Code, the County engaged
the team to assist staff with planning and public engagement on the Vision 2050
update to Comprehensive Plan including a Place Types approach to future land-use
and policies necessary to enable the form-based code. The scope included additional work on Orange Code to align with the
new comprehensive plan, respond to internal and external stakeholders, and support the adoption process. The consultant
was also engaged to participate in additional public outreach related to both the code and the comprehensive plan.
4. Comprehensive Plan Update and Land Development Regulations Update
City of Venice, FL
This plan was recognized by APA Florida for Outstanding Comprehensive Plan Small City in 2018
Kimley-Horn was hired to update the City’s comprehensive plan with an emphasis on coordinated land use, multimodal
transportation, and economic development. As part of the update, Kimley-Horn prepared an economic and market
assessment focused not only on socioeconomic conditions and demographics, but also on targeted industries (e.g., retail,
office, and industry needs). The City’s grassroots public outreach and involvement was recognized by the Florida Planning
and Zoning Association based on the number and type of community workshops in seven sectors/neighborhoods, online
Project Completion Date: Ongoing
Original Contract Price: $1,186,685
complete or under task order
Final Cost: Continuing Services
with potential additional services up
to $621,115 or a total of $1,807,800
Reason for Overages: The County paused
the Code project to complete an overhaul
of the comprehensive plan and engaged
the consultant in this effort. The continuing
services contract allows for additional
services on an as-needed basis.
Project Completion Date: July 2022
Original Contract Price: $886,705
Final Cost: $886,705
Reason for Overages: N.A.
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surveys, and one-on-one meetings with civic and social organizations. Our public outreach also involved early coordination
with the state planning agency.
The plan completely revised the City’s approach to land use and development by creating targeted mixed-use areas that
focused on transportation choices, service delivery of infrastructure, and required a mix of land uses (e.g., residential, office,
retail, and industrial) based on the potential carrying capacity and character of the district tied together by a multimodal
transportation system, including complete streets. As representative for the city, Kimley-Horn led the efforts in the update as
well as the communication and coordination with the various local, regional, and state agencies.
5. Forward Monroe Land Use and Transportation Plan and Unified Development Ordinance (UDO)
City of Monroe, NC
Kimley-Horn combined a community-wide land use plan update
with a multimodal transportation plan to achieve a unified strategy
that encourages economic vitality and enhances quality of life.
Our planning process was rooted in a multilevel outreach strategy
that preceded several overlapping elements, beginning with a
comprehensive community assessment and a set of land use
scenarios that tested different ways the City could grow. A set of
framework plans express the preferred growth strategy through
a compilation of the future land use map and considerations for
transportation, parks and open space, and water and sewer. Our
team communicated detailed recommendations through catalyst sites and strategic corridors that could be applied to similar
areas throughout the city. Finally, a phased action plan identified strategies to support the implementation of the desired
community vision.
Kimley-Horn was retained to develop a comprehensive update to the UDO to fulfill the vision created by the preferred land
use plan. This portion of the project was completed and adopted in 2022. Kimley-Horn undertook a diagnostic of the City’s
UDO identifying inconsistencies with the Forward Monroe Plan, state planning laws, and best planning practices. Working
closely with city staff, Kimley-Horn created a brand new UDO that was complete with new zoning districts, standards,
clarification of terms and processes, and illustrative graphics.
Project Completion Date: March 2022
Original Contract Price: $183,000
Final Cost: $183,000
Reason for Overages: N.A.
Project Completion Date: May 2022
Original Contract Price: $462,000
Final Cost: $462,000
Reason for Overages: N.A.
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6. Comprehensive Plan and Land Development Code Updates
Titusville, FL
Kimley-Horn is reorganizing and expanding the Land Development
Code based on a recent comprehensive plan update that significantly
increases the anticipated development in areas targeted for infill and
redevelopment. The rewrite includes creating new or re-envisioned
zoning districts addressing areas targeted for walkable redevelopment.
It also includes significant updates to parking, landscape, and tree
protection. The public engagement for this effort is managed through a
Land Development Code Committee comprised of citizens representing
a cross-section of interests in the city.
7. Land Development Code Rewrite
City of Oviedo, FL
Kimley-Horn is reorganizing and expanding the Land Development Code based on a recent comprehensive plan update that
significantly increases the anticipated development in areas targeted for infill and redevelopment. The rewrite includes creating
new or re-envisioned zoning districts addressing areas targeted for walkable redevelopment. It also includes significant updates
to parking, landscape, and tree protection. The public engagement for this effort is managed through a Land Development Code
Committee comprised of citizens representing a cross-section of interests in the city.
Project Completion Date: Ongoing
Original Contract Price: $229,740
Final Cost: N.A.
Reason for Overages: N.A.
Project Completion Date: August 2023
Original Contract Price: $110,000
Final Cost: $110,000
Reason for Overages: N.A.
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Project Completion Date: Ongoing
Original Contract Price: $35,000
Final Cost: N.A.
Reason for Overages: N.A.
8. Transportation Planning Consulting Services, Transportation Element of Comprehensive
Plan Update
City of Ocoee, FL
As the transportation planning consultant for the City of Ocoee, Kimley-Horn is currently providing comprehensive support services
for updating the City of Ocoee’s Transportation Element in its Comprehensive Plan. Our scope includes reviewing the current
Transportation Element, preparing a Data, Inventory, and Analysis (DIA), and updating the Goals, Objectives, and Policies (GOPs).
We will ensure consistency with Sta te requirements and work closely with city staff, providing regular progress updates.
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Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
FIRM’S CURRENT AND PROJECTED WORKLOAD FOR THE DURATION OF THIS CONTACT
The members of our project team were selected using two criteria: (1) their experience with similar projects and (2) their
availability to assume major technical responsibilities within your project schedule. Kimley-Horn’s proactive management
system known as “cast-aheads,” is used to detail every project’s personnel needs and to determine each staff person’s
availability. By continuously matching project needs with staff availability, our cast-aheads system is an accurate tool for
keeping our projects on schedule.
Kimley-Horn’s vast resources will allow us to assign the appropriate planning, technical, and support staff to complete your
projects on schedule and within budget. Based on a review of our cast-aheads, we can assure you that the staff members
selected for this team are available immediately to serve you and are in an excellent position to handle the workload of any
assignment you wish to give us. Our team is committed to serving the City of Ocoee. Below are projects currently underway
for our proposed project management team, as well as their availability to undertake additional work.
Team Member Role
% Available
Next 6
Months
Beyond 6
Months
Kelley Klepper, AICP PIC, QA/QC 25%40%
Eliza Juliano, CNU-A Project Manager 40%70%
Katy Magruder, AICP, CNU-A Deputy Project Manager 50%75%
Angela Coullias, APA, CNU Public Involvement 30%60%
Sribhava Kakani, CNU-A GIS 30%60%
Brian Canin, AIA, FAICP, CNU-A Urban Design 25%40%
Henry Tamura Urban Design, Illustrations 30%60%
Greg Witherspoon, AICP, PLA, ASLA Landscape Architecture 25%60%
James Taylor, P.E.Transportation/TPTO Engineering 35%60%
Brian Ashby, P.E.Civil Engineering, Constructabiliy Review 40%60%
Project Name Client % Availabilty Est. Completion Date
Land Development Code Rewrite City of Oviedo 65%May-24
Full UDO, Greer SC City of Greer 90%Nov-23
Full UDO, Lakeland, TN City of Lakeland 50%Jun-24
Full UDO, Lewisville, NC Town of Lewisville 25%Oct-24
Comprehensive Plan and Code
Assessment, Morganton, NC Town of Morganton 2%Mar-24
Comprehensive Plan Updates, FL Seminole County 90%23-Nov
Vision 2050, Orange Code Revisions,
and Public Engagement Orange County 50%24-Apr
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39LPPL35061.2023 39
Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
DEMONSTRATE THE ABILITY TO DELIVER PROJECT ON-TIME AND WITHIN BUDGET
A project schedule is a roadmap guiding us to a goal, completion of a project by a certain date. But experience has shown
that no matter how carefully we plan, things can change. How successfully we adapt to those changes without impacting
project schedule, is based on our extensive experience and depth of staff resources. Kimley-Horn has a track record of
successfully completing projects on or ahead of schedule and within budget. This success is due, in part, to each project’s
schedule and budget being aggressively communicated to the project team by the project manager. Kimley-Horn takes pride
in evaluating any unanticipated obstacles and making informed recommendations to overcome them before they impact the
project’s schedule and budget.
In addition to our proactive communication, Kimley- Horn
uses a “work plan” tool for organizing individual project tasks
by phase and discipline. The anticipated labor effort is then
summarized in a matrix that forms the basis for establishing
and tracking the project budget. We track the budget on
a percent-complete basis to measure performance during
each accounting report period. The work plan is also the tool
for establishing staffing and identifying the anticipated labor
requirements of each task or phase.
To assist our Project Managers in efficient administration
of projects, Kimley-Horn maintains a detailed, integrated
management information system (MIS). This system, designed
primarily to focus on schedule adherence and cost control,
has proven to be a valuable tool. The project begins with the preparation of a detailed schedule that includes milestone
completion dates for specific tasks tied to a work plan that allocates person-hour commitments by individual for each task.
The MIS generates a Project Effort Report twice a month, showing actual effort expended by task. This internal control
allows us to make, on a timely basis, any adjustments that may be necessary to maintain your schedule and stay within your
budget.
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40LPPL35061.2023 40
Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
TRACK RECORD OF ADDING VALUE TO PREVIOUS CLIENT’S LAND DEVELOPMENT CODE UPDATES OR CITY-WIDE PLANNING EFFORTS
We understand that the City of Ocoee puts a high value on return on investment in stewarding community’s resources.
We take a holistic approach to planning efforts and the LDC update process, across disciplines with an understanding of
how urban possibilities and interventions can support, or deter, economic development and quality of life objectives. Our
codes create value for the City and the private sector by making growth possible and by ensuring that growth
happens in a way that builds up rather than reduces the value of commonly held spaces and resources. In
addition to increasing the tax base through new construction, good growth results in places that holds their value and
increases the social and economic value of existing places through contributions to the shared public realm and through the
benefits of proximity.
Cost savings are critical both in terms of the appropriate level of investment in planning and more importantly in
understanding the cost and revenue implications of proposed updates. Regulatory decisions affect costs and opportunity for
the private sector. We understand the cost implications of our recommendations because we are routinely involved in projects
from concept to construction. Investments are necessary to meet the City’s vision and are important for safety and usability,
but we prioritize low-cost interventions where they make sense.
Cost Control
The Kimley-Horn team has an excellent track record of completing projects within or very close to established budgets. The
ability to control project costs throughout the progress of work is the result of a strong commitment to do so, a thorough
understanding of the project scope, and incorporation of this understanding into the project. We also manage our staffing
carefully to ensure we have the right people involved at the right time to create the most added value of the project.
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41LPPL35061.2023 41
Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
CLIENT REFERENCES
Our clients know that, with Kimley-Horn, they experience better service. How do we know this? They consistently tell us that
we deliver remarkable results and we’re really good people to work with—and we live for that. We invite you to contact the
references below regarding our work history and quality of service.
Reference #1
Organization Name: Seminole County
Contact Person: Rebecca Hammock, AICP, Development Services Director
Telephone Number: 407.665.7396
E-mail Address: rhammock@seminolecountyfl.gov
Reference #2
Organization Name: City of Titusville
Contact Person: Brad Parrish, Community Development Director
Telephone Number: 321.567.3776
E-mail Address: brad.parrish@titusville.com
Reference #3
Organization Name: City of Grovetown
Contact Person: Ronnie Kurtz, Director of Planning and Community Development
Telephone Number: 706.863.4576, ext. 315
E-mail Address: rkurtz@cityofgrovetown.com
Page 473 of 782
Professional Planning Services
for the City of Ocoee's Land
Development Code Update
RFP No. RFQ#23-010
Hourly Rates & Required Forms
TAB 3
Page 474 of 782
43LPPL35061.2023 43
Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
Employee Classification 2023 Escalation 2024 Escalation 2025
Canin, Brian Senior
Professional 2 $306.03 4%$318.28 4%$331.01
Klepper, B.
Kelley
Senior
Professional 2 $306.03 4%$318.28 4%$331.01
Ashby, Brian Senior
Professional 1 $263.19 4%$273.72 4%$284.67
Taylor, James Senior
Professional 1 $263.19 4%$273.72 4%$284.67
Juliano, Eliza Professional 2 $214.40 4%$222.98 4%$231.90
Witherspoon,
Gregory Professional 2 $214.40 4%$222.98 4%$231.90
Coullias,
Angela Professional 1 $171.38 4%$178.24 4%$185.37
Magruder,
Kathleen Professional 1 $171.38 4%$178.24 4%$185.37
Tamura,
Henry Professional 1 $171.38 4%$178.24 4%$185.37
Galdos,
Carmen Analyst $129.05 4%$134.21 4%$139.58
Kakani,
Sribhava Analyst $129.05 4%$134.21 4%$139.58
Milch, Nathan Analyst $129.05 4%$134.21 4%$139.58
Thomas,
Emily Analyst $129.05 4%$134.21 4%$139.58
Brooks, Nilsa Administrative $103.36 4%$107.49 4%$111.79
Effective through June 30, 2024
Subject to annual adjustment thereafter
Internal Reimbursable Expenses will be charged at 5% of Labor Billings
External Reimbursable Expenses will be charged at 10% mark-up, or per the Contract
3. Hourly Rates & Required Forms
Tabulation of employee’s (pertinent to the contract and the project) current (base year) loaded hourly wages and anticipated
annual increases and hourly rates. Tabulation of all other charges and miscellaneous expenses which may appear or would
be charged to the City on the firm’s invoices. Tabulation of estimated man-hours for each employee pertinent to and assigned
to perform work under this contract. Such estimated man-hours shall be reflected in the proposed scope of services
requested in Section C.
We do not anticipate additional charges or miscellaneous expenses based on the scope provided in the RFQ.
Current Loaded Hourly Wages and Anticipated Annual Increases and Hourly Rates
Page 475 of 782
44LPPL35061.202344Professional Planning Servicesfor the City of Ocoee's LandDevelopment Code UpdateRFQ# 23-010ESTIMATED MAN-HOURS FOR EACH EMPLOYEE PERTINENT TO AND ASSIGNED TO PERFORM WORK UNDER THIS CONTRACTEmployeeE. JulianoK. MagruderB. Canin / K KlepperJ. Taylor / B. AshbyA. CoulliasS. KakaniH. TamuraG. WitherspoonAnalystAdminSTEPSDESCRIPTIONHOURSHOURSHOURSHOURSHOURSHOURSHOURSHOURSHOURSHOURSTotal Hours1Project Orientation and Document ReviewSTEP SUBTOTAL16240801600240882Matrices of StandardsSTEP SUBTOTAL16360000006001123Annotated Regulatory OutlineSTEP SUBTOTAL2448161600081601284Code DraftingText Updates2460161600020400176Graphic Elements44800048024088STEP SUBTOTAL286424160048206402645Project Management and CoordinationSTEP SUBTOTAL364000000040241406Community/Stakeholder OutreachSTEP SUBTOTAL243200160004001127Planning and Zoning Commission Review and ActionSTEP SUBTOTAL1422000000200568City Commission Review and ActionSTEP SUBTOTAL1014000000120369Final Draft of LDC UpdateSTEP SUBTOTAL41644000018046TOTAL17229644441616482829424982Optional Tasks: Windshield survey Zoning Map Updates Stress Testing Potential DevelopmentAssumptions: - The City is anticipated to be responsible for providing locations for public workshops and advertising to The public.- Estimate does not anticipate printing of documents or materials by the Consultant for distributionIllustrative Renderings for Public Meetings Coordination on Video Public OutreachPage 476 of 782
45LPPL35061.2023 45
Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
Required Forms
Required forms and documentation can be found on the following pages.
Section I. - Summary of Litigation
Section J. - Acknowledgement of Addenda.
Exhibit A - Conflict of Interest Disclosure form.
Exhibit B - Drug-Free Workplace Certification.
Exhibit C - Company Information/Signature Sheet.
Exhibit D - Contractor E-Verify Affidavit.
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46LPPL35061.2023
Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
46
SUMMARY OF LITIGATION
Provide a Provide a summary of any litigation, claim(s), bid or contract dispute(s) filed by or against the Bidder in the past five
(5) years which is related to the services that the Bidder provides in the regular course of business. The summary shall state
the nature of the litigation, claim, or contact dispute, a brief description of the case, the outcome or projected outcome, and
the monetary amounts involved. If none, then please say so.
Kimley-Horn and its subsidiaries have provided services in all 50 states and numerous countries. Because of the many and
varied projects we have completed, we are subject to various legal proceedings from time to time and in the ordinary course
of business. It is not practical to provide a complete list as part of this proposal. In the last five (5) years, Kimley-Horn has
had more than 25,678 active projects in Florida, 31 of which had some form of litigation. Of these cases, 3 were dismissed,
19 were settled, and 9 are pending. This represents 0.1207% of all projects completed by Kimley-Horn in Florida over the
past five years. None of the pending cases, if decided against Kimley-Horn, would have a material impact on our financial
statements or impair in any way our ability to serve our clients. Generally, these matters are covered by insurance, and we
consider them to be without merit. If you would like to discuss our legal matters in more detail, please contact Kimley-Horn’s
General Counsel, Richard Cook, at 919.677.2058.
Legal proceedings in Florida within the past five (5) years are as follows:
1. 3315 Tower Condominium Association, Inc., v. Tower 3315, LLC, et al; 11th Judicial Circuit Court, Miami-Dade County, FL; Cause
No. 2020-019825-CA-01; filed 2020; alleged economic loss; settled; closed 2021.
2. Acosta Tractors, Inc. v Biltmore Construction, et al; In the Circuit Court of the 11th Judicial Circuit of Miami-Dade, Florida; Cause
No 18-020135-CA-25; filed 2018; served 2022; alleged economic loss; pending
3. Enrique R. Antezana, et al v Kimley-Horn; Applied Technical Services; and City of Miramar; 17th Judicial Circuit for Broward
County, Florida; Case CACE23012261; filed 2023; alleged property damage; pending
4. Kala Gurley, et al v Marriott International, Inc., et al: 9th Judicial Circuit Court, Orange County, FL; Case No. 2019CA10855O;
wrongful death claim; dismissed; closed 2019.
5. Angela Briguglio v Palm Avenue Hospitality Holdings, et al; 12th Judicial Circuit of Sarasota County, Florida; Cause No 2022-CA-
3952-NC; filed 2022; served 2022; alleged personal injury; pending
6. Vernon Brown v. Marriott International, Inc., et al: 9th Judicial Circuit Court, Orange County, FL; Case No. 2019CA007825O;
filed 2019; personal injury claim; dismissed; closed 2019
7. Community Asphalt Corporation v. Wantman Group, Inc., et al; FDOT; 11th Judicial Circuit Court, Miami-Dade County, FL; Cause
No. 2018-029816-CA-01; filed 2018; alleged economic loss; settled 2023
8. Cone & Graham, Inc. v. Kimley-Horn and Associates, Inc.; In the Circuit Court of Broward County, Florida; Cause No. CACE-21-
014631; filed 2021; alleged economic loss; settled 2022; closed.
9. Kathleen Conti v. Simon Property Group, Inc., et al: 15th Judicial Circuit Court Palm Beach County; Case No.
502017CA008616XXXXMB Division: AE; filed 2017; personal injury claim; settled; closed 2019.
10. Jennifer Curell v Florida Department of Transportation, et al; 19th Judicial Circuit in and for St. Lucie County, Florida; Cause No.
562022CA001297AXXXXHC; alleged personal injuries claimed; pending
11. Florida Silt and Sod, Inc. v. City of Plant City, et al: 13th Judicial Circuit Court, Hillsborough County, Florida; Case No. 22-CA-
004094; filed 2022; alleged economic loss; settled 2023
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47LPPL35061.2023 47
Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
12. Irene Gomes v. Aldi, L.L.C., et al; In the Circuit Court of the 11th Circuit, Miami-Dade County, Florida; Cause No. 2020-009878-
CA-01; filed 2020; served 2022; alleged personal injuries claimed; settled 2022
13. Barbara Kline v. Simon Property, et al: 15th Judicial Circuit Court Palm Beach; Case No. 502019CA009926; filed 2019; served
2021; personal injury claim; settled 2022
14. Grande Oaks at Heathrow Association v Kolter Signature Homes, et al; 18th Judicial Circuit Court, Seminole County; Case No.
2020-CA-003188; filed 2020; alleged economic loss; settled 2023.
15. Heron Bay Community Association, Inc. vs. WCI Communities, LLC, et al; 15th Judicial Circuit Court, Broward County; Case No.:
CACE16003120; filed 2016; alleged economic loss; settled; closed 2020
16. Jennifer Lancaster v. VCC, LLC, et al; 15th Judicial District Court of Palm Beach County, Florida; Cause No. 502019CA011526;
filed 2019; served 2020; alleged personal injuries claimed; settled; closed 2021.
17. Adrian E. Langford v. Suffolk Construction Co., et al; 12th Judicial Circuit Court, Sarasota County, FL; Cause No.
582020CA005449XXXANC; filed 2020; served 2021; alleged personal injuries claimed; pending
18. Lunacon Engineering Group, et al v. City of Homestead v. Kimley-Horn, et al: 11th Judicial Circuit Court Miami-Dade County,
Case No. 2017-000561-CA-01; filed 2017; alleged economic loss; settled; closed 2018.
19. Medline Industries, Inc. V. McShane Construction Company, LLC v. Ware Malcomb, et al.; 10th Judicial Circuit Court, Polk County,
FL; Case # 2020-CA-0022790; filed 2020; alleged economic loss; pending
20. Harris Mitchell v. Frank Anderson, et al; 15th Judicial Circuit Court, Palm Beach County, Florida; Case No. 50-2019-CA-006676;
filed 2019, served 2020; alleged personal injuries claimed; settled; closed 2020
21. 21. Morrison-Cobalt JV v. Kimley-Horn and Associates, Inc.; 11th Judicial Circuit in and for Miami-Dade County, Florida; Cause
No. 2021-013239-CA-01; alleged economic loss; pending
22. Yolanda Peaslee v The City of West Palm Beach, et al; Circuit Court of the 15th Judicial Circuit, Palm Beach County, Florida; Cause
No. 502021CA004964XXXXMB; personal injury claim; settled 2023
23. Sherri Reed v. Town Center Boca Raton Trust, et al: 15th Judicial Circuit Court Palm Beach; Case No. 21CA005161; filed 2021;
personal injury claim; settled 2023
24. Christ Rose v. Wal-Mart Stores, Inc., et al; 17th Judicial Circuit Court, Broward County, FL; Cause No. CACE-18-027255; filed
2018; served 2020; alleged personal injuries claimed; settled; closed 2021
25. Sema Construction, Inc. v. City of Altamonte Springs; 18th Judicial Circuit Court, Seminole County; Case No. 2015-CA-002951-
15-W; filed 2016; alleged economic loss; pending.
26. Esther Silberman v Town Center at Boca Raton, et al; 15th Judicial District Court of Palm Beach, Florida; Cause 50-2018-CA-
009724-MB; filed 2018; served 2021; alleged personal injuries claimed; settled 2021
27. Kevin Sona, et al v. Stone Creek Community Association, et al; Fifth Judicial Circuit, Marion County, FL; Case # 20CA0026; filed
2020; served 2021; alleged personal injuries claimed; settled 2022
28. Donald Stroman, Jr. v FDOT, et al; Cause No. 2023-CA-007165-O; In the Ninth Judicial District Court of Orange County, Florida;
filed 2023; alleged personal injuries claimed; pending
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48LPPL35061.2023 48
Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
29. 29. Terrazas Riverpark Village Condominium Association v. Windmoor Project, et al; 11th Judicial Circuit Court, Miami-Dade Co,
FL; Cause No. 2020-017647-CA-01; filed 2020; alleged economic loss; settled 2021
30. 30. Wal-Mart Stores East, LP, et al. v. Bandes Construction Company, Inc., et al; 15th Circuit Court, Palm Beach County; Case
No. 2019CA005775; filed 2019; alleged economic loss; settled; closed 2019
31. 31. Leticia Zavala, et al v Marriott International, Inc., et al: 9th Judicial Circuit Court, Orange County, FL; Case No.
2019CA9781O; wrongful death claim; dismissed; closed 2019.
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49LPPL35061.2023 49
Professional Planning Services for the City of Ocoee's Land
Development Code Update RFQ# 23-010
ACKNOWLEDGEMENT OF ADDENDA
Bidder acknowledges receipt of the following addenda:
No. ONE (1)Dated 9/7/2023
No. TWO (2)Dated 9/13/2023
No. Dated
Page 481 of 782
Mayor Commissioners Rusty Johnson Scott R. Kennedy, District 1
Rosemary Wilsen, District 2
City Manager Richard Firstner, District 3 Robert Frank
Ages Hart, District 4
September 7, 2023
ADDENDUM NO. ONE (1)
CITY OF OCOEE
RFQ No. 23-010
PROFESSIONAL PLANNING SERVICES FOR THE CITY OF OCOEE’S LAND DEVELOPMENT
CODE UPDATE
This addendum shall modify and become a part of the original bid documents for the Professional
Planning Services for the City of Ocoee’s Land Development Code Update Projects for FY 2023. This
addendum consists of one (1) page. Bidders shall acknowledge receipt of this Addendum in the space
provided on page 20 of the bid documents. Failure to do so may subject the bidder to disqualification.
The bid date remains the same.
Answers to questions received and/or amendments to the bid documents are as follows:
Q1. Is City Attorney reviewing the land code updates for legal compliance and consistency or should the
consultant assume that responsibility as part of the scope?
A1. The consultant will assume that responsibility as part of the scope.
OOlleennaa SSttookkyycchh
Olena Stokych
Purchasing Analyst
Cc: evaluation committee
Page 482 of 782
Mayor Commissioners Rusty Johnson Scott R. Kennedy, District 1
Rosemary Wilsen, District 2
City Manager Richard Firstner, District 3 Robert Frank
Ages Hart, District 4
September 13, 2023
ADDENDUM NO. TWO (2)
CITY OF OCOEE
RFQ No. 23-010
PROFESSIONAL PLANNING SERVICES FOR THE CITY OF OCOEE’S LAND DEVELOPMENT
CODE UPDATE
This addendum shall modify and become a part of the original bid documents for the Professional Planning
Services for the City of Ocoee’s Land Development Code Update Projects for FY 2023. This addendum consists
of one (1) page. Bidders shall acknowledge receipt of this Addendum in the space provided on page 20 of the bid
documents. Failure to do so may subject the bidder to disqualification. The bid date remains the same.
Answers to questions received and/or amendments to the bid documents are as follows:
Q1. Has the City Commission appropriated funds for the project in the FY 2022-23 or FY 2023-24 budgets, and
if so, how much?
A1. The estimated budget amount for this project is $150,000.
Q2. Could you provide a copy of the Land Development Code (LDC) Audit that is referenced in the RFQ Scope
of Services?
A2. The LDC Audit Report is not yet public information and will be given to the selected firm under Task
1.
Q3. Would the City please provide a sample draft contract?
A3. A draft contract is not available at this time.
Q4. Will the City please confirm that the party awarded the work will be given a contract with indemnity language
that complies with Florida Statute 725.08?
A4. Yes.
OOlleennaa SSttookkyycchh
Olena Stokych
Purchasing Analyst
Cc: evaluation committee
Page 483 of 782
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Some people who received this message don't often get email from ostokych@ocoee.org. Learn why this isimportant
From:Juliano, Eliza
To:Stokych, Olena; Klepper, Kelley
Cc:Doolittle, Jamie; >FL_Marketing
Subject:RE: Kimley-Horn’s submission for RFQ #23-010 Professional Planning Services for the City of Ocoee’s Land
Development Code Update
Date:Thursday, September 21, 2023 9:35:55 AM
Attachments:image001.png
E-Verify.pdf
Good morning Ms. Stokych,
You should have received the attached from Jamie Doolittle about half an hour ago. Please advise if
this is not the correct document.
Thank you,
Eliza Harris Juliano, CNU-A
Kimley-Horn | 500 Delaney Avenue, Suite 404, Orlando, FL
Direct: 407 789 0535
Canin joins forces with Kimley-Horn
From: Stokych, Olena <OStokych@ocoee.org>
Sent: Thursday, September 21, 2023 9:31 AM
To: Klepper, Kelley <kelley.klepper@kimley-horn.com>; Juliano, Eliza <Eliza.Juliano@kimley-
horn.com>
Cc: Doolittle, Jamie <Jamie.Doolittle@kimley-horn.com>; >FL_Marketing
<Florida.Marketing@kimley-horn.com>
Subject: Kimley-Horn’s submission for RFQ #23-010 Professional Planning Services for the City of
Ocoee’s Land Development Code Update
Good morning Mr. Kelley.
Kindly asking you to submit a copy of Kimley-Horn’s proof of registration in the E-Verify system that
isn’t attached to Affidavit in the qualification package that we received on Bonfire.
Please email the requested document to me by 5:00 p.m. on Tuesday, September 26th 2023.
Thank you.
Olena Stokych
Purchasing Analyst
Page 488 of 782
Address: 1 N. Bluford Ave.
Ocoee, FL 34761
Email: ostokych@ocoee.org
Phone: 407-905-3190
Website: https://link.edgepilot.com/s/5084059c/i9lI91uCokavOPVGPe6KAQ?
u=http://www.ocoee.org/
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you
recognize the sender and know the content is safe.
Page 489 of 782
From:Doolittle, Jamie
To:Stokych, Olena
Cc:Juliano, Eliza
Subject:RFQ #23-010 - Kimley-Horn Proof of E-Verify Registration
Date:Thursday, September 21, 2023 8:36:49 AM
Attachments:E-Verify.pdf
Good morning Olena,
Attached is our Proof of Registration in the E-Verify system. Thank you for reaching out and for the
opportunity to submit.
Best,
Jamie Doolittle | Marketing Coordinator
Kimley-Horn | 477 South Rosemary Avenue, West Palm Beach, FL 33401
Direct: 561-260-5434 | Mobile: 704-572-0903
Connect with us: Twitter | LinkedIn | Facebook | Instagram | Kimley-Horn.com
Celebrating 16 years as one of FORTUNE’s 100 Best Companies to Work For
CAUTION: This email originated from outside of the organization. Do not click links or open attachments unless you
recognize the sender and know the content is safe.
Page 490 of 782
Company ID Number: Client Company ID Number:
Information Required for the E-Verify Program
Information relating to your Company:
Company Name
Company Facility Address
Company Alternate Address
County or Parish
Employer Identification Number
North American Industry
Classification Systems Code
Parent Company
Number of Employees
Number of Sites Verified for
Page 22 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13
Kimley-Horn and Associates, Inc.
WAKE
2023677
541
5,000 to 9,999
375667
421 Fayetteville Street
Suite 600
Raleigh, NC 27601
560885615
1 site(s)
Page 491 of 782
Company ID Number: Client Company ID Number:
Are you verifying for more than 1 site? If yes, please provide the number of sites verified for in
each State:
Page 23 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13
NC 1
2023677375667
Page 492 of 782
Company ID Number: Client Company ID Number:
Information relating to the Program Administrator(s) for your Company on policy questions or
operational problems:
Page 24 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13
Email
7036741322
Lori Hall
2023677375667
Name
Phone Number
Fax
lori.hall@kimley-horn.com
Page 493 of 782
Company ID Number Client Company ID Number: :
This list represents the first 20 Program Administrators listed for this company.
Page 25 of 25 E-Verify MOU for Employers Using a Web Services E-Verify Employer Agent | Revision Date 06/01/13
2023677375667
Page 494 of 782
RFQ #23-010
Professional Planning
Services for the City of
Ocoee’s Land Development
Code Update
Ocoee, FL
Page 495 of 782
CONTENTS
Page 496 of 782
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 1
TAB 1. QUALIFICATIONS
AND RESPONSE TO SCOPE
OF SERVICES
COVER LETTER
September 19,2023
RE: Response to Request for Qualifications (RFQ) #23-010 Professional Planning
Services for the City of Ocoee’s Land Development Code Update
To whom it may concern,
We are pleased to submit this response to the City of Ocoee’s RFQ for Professional
Planning Services for the City’s Land Development Code Update.
Established in 1992, Clarion Associates is a national planning and zoning consulting firm
with offices in Chapel Hill and Denver, and affiliate offices in Cincinnati and Philadelphia.
Now celebrating our 31st year, firm principals have substantial experience assisting local
government clients in Florida and throughout the nation in conducting comprehensive
updates to development codes. If selected for this project, Clarion would serve as the
prime consultant.
We would be assisted by PlanActive Studio, LLC. PlanActive Studio is a certified woman-
owned business located in Orlando with expertise in land use planning and
implementation, form-based coding, small area planning, and public engagement. The
firm’s owner, Tara Salmieri, AICP, would assist with all aspects of the development code
update.
The partnership between Clarion Associates and PlanActive Studio combines Clarion’s
national planning and code-drafting experience with PlanActive’s extensive Florida
experience. Staff on the project team have teamed together on multiple Florida projects,
including comprehensive code updates in two other Metro Orlando communities, Apopka
and Maitland.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 2
We believe the Clarion team is uniquely suited to assist the City in completing the
development code update for the following reasons:
We are expert code drafters. Drafting development codes is one of Clarion’s core practice
areas. Team principals have successfully completed over 125 comprehensive development
code updates throughout the nation. Hallmarks of Clarion-authored codes include simple
language, clear procedures, measurable standards, user-friendly formats, and the use of
best practices.
We are experts in user-friendliness. We are experts at making codes more user-friendly
through reorganization and streamlining, clarification of language, and use of technology
to convey complex zoning concepts in a simple manner. Improving user-friendliness is
usually a key goal in our development code updates.
We understand how to integrate design and form controls into development codes.
Almost every code Clarion has drafted in the last decade incorporates some type of design
and form controls, or form-based districts.
We know mixed-use development. We are responsible for the development of innovative
regulations for mixed-use development across the country. Team members have a wealth
of practical experience in developing plans and standards that reflect economic realities
that are viable.
We are national leaders in incorporating green building practices and resiliency in
codes. Clarion, in partnership with the Rocky Mountain Land Use Institute (RMLUI),
pioneered the Model Community Sustainable Development Code. Since then, we have
designed numerous development codes that incorporate green building practices and
resiliency concepts.
We are national leaders in zoning best practices. Clarion has developed zoning best
practices for planned developments, procedural streamlining, mixed-use development,
design standards, parking, landscaping, lighting, and aesthetic controls for communities
across the nation. Our team members enjoy sharing this knowledge through webinars,
professional conferences, presentations and publications, and in the development codes
we draft for our clients.
We have extensive Florida experience. We have successfully completed comprehensive
development code updates and/or diagnostics in several Florida communities, including
Maitland (with PlanActive), Apopka (with PlanActive), Daytona Beach, Village of Estero,
Pompano Beach, and Miami-Dade County.
We are skilled facilitators. We are experienced in working with citizens, staff, and elected
officials to identify key concerns and gain consensus on difficult issues. As a result, many of
our projects are adopted unanimously.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 3
We have expertise in project management. Projects like this require strong leadership
and effective project management. We have a proven track record of effective project
management, bringing projects in on time and within budget.
We are excited about the prospect of working with the City of Ocoee and would welcome
an opportunity to discuss our qualifications with you in person. We acknowledge that if
selected, Clarion would assume responsibilities for all services offered, and be the sole
point of contact concerning contractual matters, including payments under the contract. If
our firm is selected for this work, I would serve as Project Director and firm contact. Please
contact me at 919-967-9188 or at crichardson@clarionassociates.com if you have questions
or need additional information to evaluate our submittal.
Very truly yours,
Craig Richardson, Esq.
Director
Clarion Associates, LLC Community Planning
101 Market Street, Suite D Zoning/Design Standards
Chapel Hill, North Carolina 27516 Impact Fees
919.967.9188 Growth Management
919.967.9077 fax Sustainability
Page 499 of 782
4
STAFFING PLAN
Clarion Associates, LLC, is a limited liability company organized
under the laws of the state of Colorado. The firm has about 20
employees in two offices in Chapel Hill, NC and Denver, CO, with
affiliate offices in Cincinnati and Philadelphia. The firm consists of
city planners, landscape architects, attorneys, and graphic
designers. No firm in the country matches the combination of land
use and zoning, urban design, community development, planning,
and land use law experience of Clarion’s firm principals. Clarion is
particularly known for its expertise in:
•Development code updates;
•Design standards and incorporating form controls into
development regulations;
•Regulations that protect a community’s character;
•Incorporating green building and resiliency concepts in
development codes;
•Zoning best practices;
•Regulations to protect environmentally sensitive lands;
•Community and neighborhood planning; and
•Land use and planning law.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 5
Clarion projects have been recognized as exemplary and have received numerous awards from the
national chapter and state chapters of the American Planning Association (APA). Most recently, in
2019, the updated Norfolk, VA Zoning Ordinance, for which the firm served as the lead consultant,
received the Award of Excellence in Sustainability from national APA.
Other recent national awards include:
•A 2015 Charter Award and Dreihaus Award from the Congress for the New Urbanism for the
Beaufort County, SC Form-Based Code;
•A 2013 national APA implementation award for the Philadelphia Zoning Code update;
•A 2012 EPA national Smart Growth Award for the Portsmouth, VA Zoning Ordinance; and
•APA Burnham Awards for Plan Cheyenne and the Will County, IL Plan.
Clarion has been retained by more than 200 communities
across the United States to comprehensively update their
development codes. We use a wide variety of tools, ranging
from relatively simple formatting techniques to highly
sophisticated, interactive, web-friendly codes. Most importantly,
we understand that modern codes rely heavily on graphics and
illustrations to explain complex concepts and to illustrate how
regulations are applied.
In recent years, the Clarion team members involved in this
project have completed development code updates in Maitland and Apopka, Florida (in association
with PlanActive Studio); Village of Estero, Florida; Norfolk, and Henrico County, Virginia; Colorado
Springs, Colorado; and Columbia, South Carolina. Details about these and other projects are
included in the “Current or Recently Completed Similar Services” section of this response, on page
23.
PLANACTIVE STUDIO
Founded in 2011, PlanActive Studio is committed to helping
local governments develop long range implementable policies
and regulations to create sustainable communities. The firm
provides services in land use planning and analysis,
development coding, policy implementation, small area
planning, and public engagement. PlanActive Studio is registered as a certified Woman-Owned
Business with Orange County, FL, the City of Orlando, the State of Florida, and the Florida
Department of Transportation. Tara Salmieri, AICP, firm owner and principal has over 16 years of
experience assisting local governments ranging from small cities to large government agencies. She
recently led the adoption of form-based codes in the City of Cocoa and the City of Jacksonville
Beach.
PlanActive Studio recently worked with Clarion in Apopka, FL on the City’s Land Development Code
update, and in Maitland, FL on its Land Development Code update.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 6
KEY PROFESSIONALS
The key professionals from the Clarion team who would be involved in the project have substantial
experience conducting comprehensive development code rewrites and addressing development
form context sensitive, and sustainable development practice issues related to a rising water
environment for communities across South Carolina, the Southeast, and nation. We provide in this
section summaries of the relevant experience of each key professional.
CLARION ASSOCIATES
CRAIG RICHARDSON, ESQ. | PROJECT DIRECTOR
Craig is a Director of Clarion Associates. He is a planner/lawyer with over 35
years of practice experience, primarily representing local government clients on
a variety of planning and zoning matters. They include the comprehensive
updates of development codes, the design and implementation of exaction and
impact fee programs, affordable housing mitigation programs, design and form
controls, and sustainable and green building practices. He has a strong record
of success in managing or serving as a principal on award winning
comprehensive code rewrite projects in South Carolina, North Carolina, Florida, Virginia, Maryland,
New York, Pennsylvania, Alabama, Mississippi, Colorado, and Wyoming. Example code projects
include comprehensive code updates for the following communities: Columbia, Greenville, Rock Hill,
Folly Beach, Beaufort and Richland counties, SC; Norfolk (winner of a national APA Award of
Excellence in Sustainability), Portsmouth (winner of the 2012 EPA Smart Growth Award), Vienna, and
Henrico (Richmond metro area) and Fairfax counties, VA; Maitland (winner of 2022 Florida Planning
and Zoning Association award for outstanding plan/study project), Estero, Daytona Beach, Apopka,
Pompano Beach, Palm Beach County, Martin County, and Alachua, FL; Prince George’s County, MD
(Washington, D.C., metro area); Kannapolis, Mooresville, Fayetteville, High Point, and Currituck
County, NC; State College, PA; Albany, NY; the Capitol region (Hartford) in Connecticut (model
sustainable development code); Teton County and Jackson, WY (Jackson Hole); Aspen, CO; as well as
over 30 other comprehensive code update projects. He has drafted the regulations for over 100
impact fee programs in ten states and designed mandatory affordable housing mitigation programs
in Jackson Hole and the Florida Keys. He served on the faculty for APA’s national Zoning Clinic,
speaks regularly at planning conferences on code implementation issues, worked on the USEPA
Sustainable Code Building Blocks project, and has worked on the Model Sustainable Community
Development Code project for the Rocky Mountain Land Use Institute. Craig has been a member of
the Florida Bar for over 35 years.
GEOFF GREEN, ESQ., AICP | PROJECT MANAGER
Geoff is a Senior Associate in Clarion’s Chapel Hill office. A planner/lawyer, he
has drafted development codes for communities in South Carolina, North
Carolina, Virginia, Tennessee, Alabama, Florida, Texas, and Colorado, including
the City of Charleston and Richland County, SC; Kannapolis and Mooresville, NC;
Henrico County, VA; Maury County, TN; Montgomery and Tuscaloosa, AL; Estero
and Maitland (winner of 2022 Florida Planning and Zoning Association award
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 7
for outstanding plan/study project), FL; Rowlett, TX; and Colorado Springs, CO. Geoff has also
drafted impact fee ordinances in Beaufort County, SC, and adequate public facility regulations in
Prince George’s County, MD. Outside of work he currently serves on the Town of Chapel Hill
Planning Commission. Geoff received his masters of city and regional planning degree from the
University of North Carolina, Chapel Hill, where he was named outstanding student in his graduating
class; a law degree from New York University (Order of the Coif); and an undergraduate degree from
Duke University.
DAVID HENNING | SENIOR ASSOCIATE
David is a planner and lawyer serving as a Senior Associate with Clarion’s
Chapel Hill office. David’s work for Clarion has included crafting and analyzing
comprehensive plan updates, strategic plans, land development code updates,
and affordable housing studies for communities throughout the Southeast and
Mid Atlantic. During his education he honed his planning and design skills
while developing vision plans for communities in the Northeast and a strategic
framework for preservation and planning for the riverfront in Agra, India. Still
other projects delved into urban design, area planning, and resilience. Prior to his planning work,
David performed agency monitoring for an environmental law firm in his home state of Florida. He
has presented at state and national planning conferences on dark skies and design of planning
documents, and his academic projects have been recognized by the American Planning Association
and the U.S. Department of Energy. David strives to help communities realize their potential to
improve the lives of their current and future residents.
CHRISTIAN SCHMIDT | ASSOCIATE
Christian is a planner in Clarion’s Chapel Hill office. He joined Clarion in 2023
after completing his master’s in urban planning (MUP) program at Harvard
Graduate School of Design (GSD), with a focus in Housing, Community, and
Economic Development. While at Harvard, Christian co-founded the GSD's
rural advocacy organization and specialized in small town and indigenous
planning, as well as participatory spatial and process design. Since joining
Clarion, he has worked on the comprehensive code update in Cobb County, GA
and comprehensive plan updates in Henrico County, VA and Orange County, NC. Christian hopes to
use his experiences to shape strong, citizen-focused communities that inspire generosity,
neighborliness, and joy.
ADDIE SHERMAN | GRAPHICS AND MARKETING COORDINATOR
Addie is the Graphics and Marketing Coordinator in Clarion’s Chapel Hill office.
At Clarion, Addie helps fashion creative tools for public engagement and works
with project leads to produce effective graphics for plans, development codes,
and other work products. Her current work involves website design, graphic
design, 3D renderings, document design, and GIS mapping. Prior to joining
Clarion, Addie worked for a consulting firm in Cincinnati, where she provided
critical planning and design recommendations based on site analysis, feasibility studies, and zoning
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 8
and land use evaluations. She received her bachelor’s degree in urban planning from the University
of Cincinnati.
PLANACTIVE STUDIO
TARA L. SALMIERI, AICP, FBCI, PRESIDENT
PlanActive Studio LLC has over 23 years of experience in both public sector planning and private
consulting. Tara began her career as the front line manager responsible for all planning
responsibilities ranging from development review, comprehensive planning, data analysis, code
enforcement, staff reports and board presentations of a small city, south of Orlando, Florida. The
understanding of local government provided Tara with a strong commitment to integrate land use,
transportation and urban design into local policies, regulations and area plans that could be
adopted and implemented specific to the context of each community she worked in as a consultant.
PlanActive Studio provides a broad range of technical analysis and tools for each municipality that
will inform the community, staff and elected officials of potential conflicts in their regulations, plans
and manuals. Her goal is to provide solutions that are easy to understand while developing
implementable strategies to meet the vision and desires of each community.
Tara has led over 100 training workshops, walking audits, charrettes, and stakeholder initiatives that
integrate a strong public engagement process that is carried throughout the project.
Tara is a certified from the Form Based Code Institute, a member of the American Institute of
Certified Planners, Florida Planning and Zoning Association and past Chairperson of the Board of
Zoning Adjustment for the City of Orlando. PlanActive Studio is a registered Women owned Business
in the State of Florida, and a DBE for the Department of Transportation (Florida).
RESUMES
Resumes of all key professionals included in this project proposal are provided below.
Page 504 of 782
Craig Richardson, Esq.
DIRECTOR
Craig Richardson is a Director with Clarion Associates in the Chapel Hill
office. He is a planner/lawyer who has managed a number of award-
winning zoning and planning projects in both large and small communities
throughout the United States. He also has substantial experience in
designing and drafting impact fee legislation, adequate public facility
regulations, affordable housing mitigation programs and strategies, and
other forms of land use regulation. In addition, he has had significant
experience representing public sector clients in court in their defense of
comprehensive plans and land use regulations.
KEY PROJECTS
Development Codes & Ordinances
⋅ Apopka, FL | Land Development Code
⋅ Columbia, SC | Unified Development Ordinance
⋅ Decatur, AL | Zoning Ordinance
⋅ Fairfax County, VA | Zoning Ordinance Update
⋅ Henrico County, VA | Zoning and Subdivision Ordinance Update
⋅ Kannapolis, NC | Unified Development Ordinance
⋅ Maitland, FL | Land Development Code
⋅ New Hanover County, NC | Unified Development Ordinance
⋅ Norfolk, VA | Zoning Code Update
⋅ Prince George's County, MD | Zoning and Subdivision Update
⋅ Portsmouth, VA | Zoning Ordinance
⋅ Richland County, SC | Land Development Code
⋅ Town of Jackson and Teton County, WY | Affordable Housing Support
Study and Guidelines
⋅ Tuscaloosa, AL | Zoning and Subdivision Ordinance Update
⋅ Village of Estero, FL | Land Development Code Update
Impact Fee Ordinances
⋅ Larimer County, CO
⋅ Manatee County, FL
⋅ Reno, NV
⋅ Washoe County Regional Transportation Commission, NV
EDUCATION
Masters of City & Regional Planning
University of North Carolina
Chapel Hill
Juris Doctor & Bachelors of Arts (Honors)
Stetson University
PUBLICATIONS
Contributor on Housing and
Hazard Mitigation Issues
Rocky Mountain Land Use Institute Model
Sustainable Development Code
Keeping Up with Growth Urban Land
Vol. 58, No. 9: 94. September 1999 (with
D. Salvesen)
Avoiding Coastal Hazard Areas: Best
State Mitigation Practices
Environmental Geosciences. 1999 (with D.
Godschalk, R. Norton and D. Salvesen)
EXPERIENCE
Clarion Associates, LLC
Director & Vice-President
2000 - Present
Icard, Merrill, Cullis, Timm,
Furen and Ginsburg - Sarasota, FL
Shareholder
1986 – 1996
Siemon, Larsen and Purdy –
Chicago, IL / Sarasota, FL
Attorney & Partner
1984 – 1986
Ross, Hardies, O’Keefe,
Babcock and Parsons –
Chicago, IL / Boca Raton, FL
1981 - 1984
Page 505 of 782
Geoff Green, AICP, Esq.
SENIOR ASSOCIATE
Geoff Green, AICP, is a Senior Associate in Clarion’s Chapel Hill office. At
Clarion, he has worked on drafting development codes for communities in
Colorado, Texas, Tennessee, Alabama, Georgia, North Carolina, South
Carolina, Virginia, and Florida. He is also part of a team working on updates
to curbside management policies and regulations in Boulder, CO, and has
drafted updated impact fee provisions for Beaufort County, SC. Prior to
joining Clarion, Geoff worked in the public sector as a planner for a public
transit agency, where he most recently focused on land entitlement for a
proposed multi-billion-dollar light-rail project. Geoff received his Master of
City and Regional Planning degree from the University of North Carolina at
Chapel Hill, a law degree from New York University, and an undergraduate
degree from Duke University.
KEY PROJECTS
Development Codes & Ordinances
⋅ Charleston, SC | Zoning Ordinance Rewrite
⋅ Cobb County, GA | Unified Development Code
⋅ Colorado Springs, CO | Unified Development Code (adopted)
⋅ Estero, FL | Land Development Code (adopted)
⋅ Henrico County, VA | Zoning Ordinance and Subdivision Regulations
(adopted)
⋅ Kannapolis, NC | Unified Development Ordinance (adopted)
⋅ Maitland, FL | Land Development Code (adopted)
⋅ Maury County, TN | Zoning Ordinance and Subdivision Regulations
⋅ Montgomery, AL | Zoning Ordinance and Subdivision Regulations
⋅ Mooresville, NC | Unified Development Ordinance (adopted)
⋅ Rowlett, TX | Unified Development Ordinance
⋅ Tuscaloosa, AL | Zoning Ordinance and Subdivision Regulations
Impact Fees
⋅ Beaufort County, SC | Impact Fee Ordinance, Intergovernmental
Agreements
⋅ Prince George's County, MD | Adequate Public Facilities Ordinance
⋅ Boulder, CO | Curbside Management
Comprehensive and Strategic Community Plans
⋅ Buncombe County, NC and Henrico County, VA
EDUCATION
Master of City and Regional Planning
APA Outstanding Student Award
Univ. of North Carolina, Chapel Hill, NC
Juris Doctor, Magna Cum Laude
New York University School of Law
Bachelor of Arts, History, Cum Laude
Duke University, Durham, NC
AFFILIATIONS
American Institute of Certified Planners
American Planning Association
North Carolina Chapter
EXPERIENCE
Clarion Associates, LLC
2019 - Present
GoTriangle, Raleigh/Durham, NC
Transit Planner/Senior Planner
2012 - 2019
COMMUNITY &
PROFESSIONAL
INVOLVEMENT
Town of Chapel Hill Board of Adjustment
Member
2020 - 2021
Chair
2021 - present
Town of Chapel Hill Bicycle and
Pedestrian Advisory Committee
2010 – 2014
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David Henning, AICP, Esq.
SENIOR ASSOCIATE
David Henning is a planner and lawyer serving as a Senior Associate with
Clarion’s Chapel Hill office. David’s work for Clarion has included crafting
and analyzing comprehensive plan updates, strategic plans, land
development code updates, and affordable housing studies for
communities throughout the Southeast and Mid Atlantic. During his
education he honed his planning and design skills while developing vision
plans for communities in the Northeast and a strategic framework for
preservation and planning for the riverfront in Agra, India. Still other
projects delved into urban design, area planning, and resilience. Prior to his
planning work, David performed agency monitoring for an environmental
law firm in his home state of Florida. He has presented at state and
national planning conferences on dark skies and design of planning
documents, and his academic projects have been recognized by the
American Planning Association and the U.S. Department of Energy. David
strives to help communities realize their potential to improve the lives of
their current and future residents.
KEY PROJECTS
Development Codes & Ordinances
⋅ Apopka, FL | Zoning Ordinance Update
⋅ Decatur, AL | Zoning Ordinance Update
⋅ Estero, FL | Land Development Code
⋅ Henrico County, VA | Zoning Ordinance Update
⋅ Mooresville, NC | Unified Development Ordinance
⋅ Prince George’s County, MD | Zoning Ordinance Update
⋅ Richland County, SC | Land Development Code Update
Comprehensive and Strategic Community Plans
⋅ Cary, NC | Cary Community Plan
⋅ Greenville, NC | Horizons 2026 Comprehensive Plan
⋅ Iredell County, NC | Horizons Comprehensive Plan
⋅ James City County, VA | 2035 Strategic Plan
⋅ & 2045 Comprehensive Plan
⋅ Lexington County, SC | Grow with Us Comprehensive Plan
⋅ Mooresville, NC | OneMooresville Comprehensive Plan
⋅ Portsmouth, VA | Build One Portsmouth Comprehensive Plan
⋅ Statesville, NC | Statesville 2045 Land Development Plan
EDUCATION
Master in Urban Planning
Harvard University, Cambridge, MA
Juris Doctor (Cum Laude)
Environmental Certificate (Honors)
Florida State University, Tallahassee, FL
Bachelor of Science, Civil Engineering
Northwestern University, Evanston, IL
AFFILIATIONS
American Institute of Certified Planners
American Planning Association
North Carolina Chapter
Florida Bar Association
Professional Engineer-In-Training
IL Dept. of Financial & Professional
Regulation
EXPERIENCE
Clarion Associates, LLC
Associate
2016 – Present
cultureNOW
Intern
2014
Florida State University College of Law
Research Assistant
2012
Oertel, Fernandez, Bryant & Atkinson, P.A.
Law Clerk
2012
Page 507 of 782
Christian Schmidt
ASSOCIATE
Christian Schmidt is an Associate in Clarion's Chapel Hill Office. He joined
Clarion in 2023 after completing his master's in urban planning program at
Harvard Graduate School of Design (GSD), with a focus in Housing,
Community, and Economic Development. While at Harvard, Christian co-
founded the GSD's rural advocacy organization and specialized in small
town and indigenous planning, as well as participatory spatial and process
design. Christian hopes to use his experiences to shape strong, citizen-
focused communities that inspire generosity, neighborliness, and joy.
KEY PROJECTS
Christian has been involved in numerous projects across the United States
and internationally at many levels of government.
Development Codes
⋅ Cobb County, GA | Unified Development Code
⋅ Charleston, SC | Zoning Ordinance Rewrite
Comprehensive Plans
⋅ Henrico County, VA | 2045 Comprehensive Plan
⋅ Alderney, Guernsey, United Kingdom | 2023 Land Use Plan*
⋅ Unalaska, AK | 2030 Comprehensive Plan*
Small Area Plans
⋅ Ipswich, MA | Downtown Redevelopment Plan*
⋅ Lowell, MA | Centralville Neighborhood Plan*
⋅ Unalaska, AK | 2018 Island Transit Study*
Other Projects
⋅ Navajo Nation | Accounts Payable Efficiency Study, Dineh Chamber*
⋅ State of Hawaii | Hawaii Zoning Atlas*
⋅ State of Michigan | Analysis of the Dark Store Property Tax Loophole*
⋅ Fairfield County, CT | Attaining County Equivalency for Regional
Councils of Government*
⋅ Pima County, AZ | Analysis of the 2015 Municipal Bond Election*
⋅ Unalaska, AK | Bachelor's Thesis, Planning Theories for Motivating
Community Spirit and Pursuing Personal Fulfillment*
* Work with previous employers
EDUCATION
Master in Urban Planning
Harvard Graduate School of Design
Cambridge, Massachusetts
Bachelor of Arts, Politics
Princeton University
Princeton, New Jersey
AFFILIATIONS
American Planning Association
North Carolina Chapter
PREVIOUS EXPER IENCE
Legislative Analyst
Michigan Senate Fiscal Agency, 1 year
Planning Aide
City of Unalaska, 1 year
Democracy Renovation Lab Researcher
Safra Center for Ethics, 1 year
PROJECT SKILLS
Meeting Facilitation
Deliberative System Design
Strategy Consulting
Neighborhood Planning
Participatory Planning
Site Development Programming
Spanish
Page 508 of 782
Addie Sherman
GRAPHICS & MARKETING COORDINATOR
Addie is the Graphics and Marketing Coordinator in Clarion’s Chapel Hill
office. At Clarion, Addie helps fashion creative tools for public engagement
and works with project leads to produce effective graphics for plans,
development codes, and other work products. Her current work involves
website design, graphic design, 3D renderings, document design, and GIS
mapping. Prior to joining Clarion, Addie worked for a consulting firm in
Cincinnati, where she provided critical planning and design
recommendations based on site analysis, feasibility studies, and zoning
and land use evaluations. She received her bachelor’s degree in urban
planning from the University of Cincinnati.
KEY PROJECTS
Code Graphics
⋅ Tuscaloosa, AL | Zoning and Subdivision Ordinance Update
⋅ Mooresville, NC | Unified Development Ordinance
⋅ Kannapolis, NC | Unified Development Ordinance
⋅ Henrico County, VA | Zoning and Subdivision Ordinance Update
⋅ Maury County, TN | Unified Development Ordinance
⋅ Montgomery, AL | Unified Development Ordinance
Branding & Websites
⋅ Statesville, NC | Land Development Plan Branding
⋅ Mooresville, NC | Unified Development Ordinance Website
⋅ Henrico County, VA | Comprehensive Plan Website
⋅ Iredell County, NC | Comprehensive Plan Website
⋅ Chatham County, NC | Unified Development Ordinance Website
⋅ Maury County, TN | Unified Development Ordinance Website
D ocument Design
⋅ Davidson, NC | Implementation Guidebook
⋅ Statesville, NC | Comprehensive Plan
⋅ Charlotte, NC | Community Benefits Lookbook
⋅ Lexington County, SC | Comprehensive Plan
⋅ James City County, VA | Public Engagement Reports
⋅ Henrico County, VA | Sociodemographic Report
⋅ Buncombe County, NC | Community Factbook and Comprehensive
Plan
EDUCATION
Bachelor of Urban Planning
University of Cincinnati
Graphic Design Continuing Education
Rhode Island School of Design
EXPERIENCE
Clarion Associates
Graphics & Marketing Coordinator
2019 - Present
Urban Fast Forward
Planning Associate
2018 - 2019
PROJECT SKILL S
Graphic Design
Web Design
3D Modeling
Public Engagement Strategies
Print and Digital Publication
Document Design and Formatting
Page 509 of 782
Tara Salmieri, AICP, FBCI
Principal
PlanActive Studio, LLC
Education
Bachelor of Arts, Urban Growth Management, Planning and
Politics: Rollins College (1999)
Professional Registrations
Conflict Resolution, July 2000
National Charrette Institute 2004
American Institute of Certified Planners, #0200636
Form Based Code Certified, 2008
DBE/WBE Certifications Orange County, Florida, WBE State of Florida, OSD City of Orlando, WBE DOT DBE, Florida/Georgia Affiliations Florida Planning and Zoning Association, Board Member 2000-2006
American Planning Association, Local Chapter; Board
Member 2014-Current
Society of Practitioners of Health Impact Assessment 2012-
current
Publications + Technical Papers
“Revitalization of Suburban Corridors and Strategies for
Redevelopment,” American Planning Association Urban
Design Publication
Presentations
Rollins College, Guest Lecturer Policy and Planning
“Smart Growth and Land Use”, Florida Planning and Zoning
Conference 2014
“Smart Growth Land Use Case Studies” Florida
Redevelopment Conference 2013
“VISION PLANNING - Getting from Conception to
Groundbreaking”, Florida Redevelopment Conference 2012
“Planning for safety and mobility a Form Based Code
approach”, FSITE 2012
“Codes on the Road,” interactive course for multiple cities in
Central Florida, April – September 2009, Local American
Planning Association
“Aging Corridors,” Florida Redevelopment Association, 2007
“Ideas about the Future of our Cities Form Based Code,”
October 2009, presenter Florida Redevelopment Association
Conference
“Is there a Place for Placemaking in Planning’s Economy,”
panelist, October 2009, Urban Land Institute Professional History 2011 – Present PlanActive Studio LLC President/Owner 2009 – 2012 (February) Design + Planning at AECOM Associate Principal/ Studio Leader 2000 – 2009 Glatting Jackson Kercher Anglin, Inc. Orlando, Florida Senior Associate 1999 – 2000 Herbert Halback Inc Planner 1999 City of Belle Isle, Florida
Project Experience
Land Development Regulations
Altamonte Springs, FL Design and Site Plan Review
Town of Eatonville, Planning Services
Ocoee, Comprehensive Plan Update
St Pete Beach, General Planning Services
Maitland, Florida Downtown and Westside Design Code
Town of Oakland, Unified LDC
City of Ft Lauderdale TOD Zoning Districts Downtown
Coral Springs, Florida Downtown Form Based Code
Islamorada Parking and Code Development
Webster Zoning District Reform
Ocoee 429 Zoning Ordinance
Apopka Zoning Ordinance Update
River Park Overlay, St Lucie County
Bay City, Texas; Downtown Form Based Code
St Pete Beach, Pass-a-grille; St Pete Beach, FL
Winter Garden Arts District, Winter Garden, FL
Town Of Oakland Gateway Corridor Overlay, Oakland, FL
Merritt Island, FL Policy Analysis and LDR
Ocoee Utilities Ordinance, Ocoee, FL
Gateway Corridor Zoning Overlay, Town of Oakland, FL
Parramore Master Plan, Transect, Orlando, FL
Cocoa Beach, Form Based Code, Cocoa, FL
Martin County, FL 7 CRA’s Form Based Code Approach
Ypsilanti Citywide Form Based Code, Ypsilanti, MI
Palm Beach Gardens Mixed Use Zoning Ordinance
City of Eustis, Form-Base Code Land Development
Regulations, Eustis, FL
Maitland Westside, Citywide code updates, Maitland, FL
Jacksonville Beach, CBD Vision Plan and Form Based Code
Jacksonville Beach, FL,
Lakeland Design Framework, FBC Lakeland, FL
Sanford Riverfront/Downtown Regulations. Sanford, Florida
Riverside Avondale Zoning District, Jacksonville, Florida
Unified Land Development Code, City of Leesburg, FL
Sarasota County, 2050 Land Development Regulations
Development Overlays, Sarasota, FL
SR 50, Overlay Standards, Winter Garden, FL
Baldwin Park Village Center, Sign Standards, Orlando, FL
Land Use Policy Implementation/Transportation
Gwinnett County BRT Land Use Strategies, Georgia
City of Tallahassee, Multi Modal Policy Analysis
City of Ft Lauderdale, Multi Modal Community Planning Study
Sulphur Springs, TX Comprehensive Plan Update
Bonita Springs, FL Corridor Plan, Policy Analysis
NW Cape and 7 Islands, Cape Coral, FL
SR 50 Healthy Impact Analysis, Land Use and Health
LYNX, SR 50 Alternative Analysis, Land Use
University Boulevard, Broward MPO, AA- Land Use
Program Manager, Smart Growth Partnership, TOD policies,
complete streets, 19 Cities in Broward County.
Broward Boulevard Corridor Study, Ft Lauderdale, FL, Phase
One East
Broward Boulevard West Corridor Study, Ft. Lauderdale, FL
Model Transit Oriented Corridor and Station Area
Regulations, Rockhill/York County, Fort Mill. Charlotte Blue
Line Extension.
PENNDOT, Land use training for Smart Transportation
Pennsylvania
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 9
GENERAL APPROACH
We perceive our role in a development code update as collaborative—we serve as an extension of
City staff. Our primary role is to educate about best practices, design and draft the code, help
resolve regulatory issues between disparate views within the community, and provide advice and
guidance on regulatory and implementation issues, based on our experience.
The Clarion team has a proven approach to helping communities successfully complete
development code updates, one that that has been tested and refined over time. We are firm
believers in establishing a well-defined process where everyone understands what to expect in
terms of process and deliverables. Our work program approach establishes an iterative process that
provides all involved “numerous bites at the apple”—or a number of opportunities to review and
provide comments on the proposed structure and best practice concepts included in the updated
code, as well as the specific code language.
We prefer an approach that is inclusive of many points of view and uses tools that communicate
zoning concepts to as many interested parties as possible. We recognize that the process should not
be top-down, but rather should reflect input from a broad cross-section of the community.
We are committed to drafting a code that is clear, precise, and predictable. To ensure the
document meets this objective, we rely heavily on graphics, process flow charts, summary tables, a
consistent page layout, and intuitive document organization. We eliminate needless repetition and
establish expedited review processes for preferred development types. We establish clear,
measurable standards. Furthermore, we understand the opportunities and challenges of emerging
concepts in zoning such as the development of character districts, form-based coding, “edge
management” adjacent to mixed-use development, and corridor development and redevelopment.
Finally, we believe in incentive-based approaches to preferred development.
Applicants/developers are more likely to follow preferred development forms if they can see and
understand the “upside” in doing so. Our development codes include incentives for preferred
development forms, menu-based options for complying with development standards, and flexible
techniques for achieving compliance with code requirements.
PROPOSED WORK PLAN
As requested in the RFQ, this section lays out a preliminary work plan for identifying and
accomplishing the project objectives, consistent with the general approach discussed above. It
incorporates each of the nine separate tasks identified in Section C, Scope of Services, of the RFQ.
We emphasize this is a preliminary work plan and we are flexible and willing to make refinements
and adjustments to meet the City’s specific objectives for the project. The preliminary work plan
consists of five tasks and two optional tasks, which are described on the following pages.
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TASK 1: PROJECT INITIATION
1.1 REVIEW OF BACKGROUND DOCUMENTS
At the outset of the project, Clarion team members will request from staff and review in greater detail the
relevant background materials, including but not limited to the City’s current Land Development Code (LDC),
the Land Development Code Audit (LDC Audit), documents that provide policy direction such as the
comprehensive plan, the zoning map, administrative rules and interpretations of the current regulations,
examples of approved development approvals and permits, and other documents identified by City staff as
relevant to the project.
1.2 PROJECT WEBSITE
Also prior to the project orientation meetings, the
Clarion team, in collaboration with City staff, will set up a
project website. Clarion is able to develop and host the
website in-house, or if the City prefers, use another
arrangement. The website is an important resource for
communicating information about the project and its
schedule. New work products prepared during the
update will be placed on the website when they are
available for public review. The website will also serve as
a tool for the public to submit comments on the process
and on work products as they are completed, to sign up
to receive project updates by email, and to participate in
online project surveys, as appropriate. An example
project website that Clarion created is shown below.
1.3 INITIAL MEETINGS, INTERVIEWS, AND RECONNAISSANCE
After review of the background documents and setting up the project website, the Clarion team will conduct
an initial two and one-half day project kick-off trip to Ocoee. Before the trip, Clarion will prepare a survey to
be circulated among staff and stakeholders about what they believe are important goals for the project, and
the strengths and weaknesses they see in the existing code. It is assumed City staff will circulate the survey,
as appropriate.
The kick-off trip will include the following, discussed in further detail below:
• Initial project orientation meeting with staff;
• Discussions with staff, key stakeholders, and elected and appointed representatives;
• Meeting with an advisory committee (if applicable); and
• Conduct an initial public forum.
At the start of the trip, the team will hold a project orientation meeting with staff to discuss overall project
goals and discuss staff concerns with the existing code. Staff will then lead the team on a reconnaissance of
Ocoee to gain the team an understanding of how key development issues are playing out in practice,
looking at, for example, at underutilized properties, and examples of desirable and less desirable recent
projects.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 11
The team also will conduct discussions, on a one-on-one or small group basis, with staff, key stakeholders
(community members that represent different perspectives), members of the City Council and Planning and
Zoning Commission (if appropriate), and neighborhood and business representatives (if appropriate). The
purpose of the discussions is to identify issues they consider most important and changes they believe need
to be made to the code to make it more user-friendly and to implement plan policies and other important
community goals.
In our work updating development codes, we have found advisory committees very helpful in identifying
issues of concern to users and providing feedback and advice about the direction of the project, particularly
because of the breadth of the process of updating codes and the highly-technical nature of land use
regulations. If the City decides to form an advisory committee, the Clarion team will meet with the
committee during the kick-off trip to provide an introduction to the project work plan and schedule, and
facilitate a discussion with committee members to explore ideas to generate meaningful stakeholder
involvement, to learn about any concerns committee members have with respect to the existing code, and
to gain their input on what they believe are the important goals for the project.
1.4 PUBLIC ENGAGEMENT
The Clarion team prides itself on a strong public engagement track record. We are excellent
communicators, meeting facilitators, and educators who have experience building public support for code
changes—even on controversial issues. Task 6 of the RFQ states that the City expects two
community/stakeholder outreach meetings for the LDC update. However, we would like to provide some
additional considerations that reflect our experience working with communities to implement policy
changes as part of code update projects.
Regardless of the specific public input tools implemented in this project, the importance of effective public
input and education cannot be overstated. With strong citizen and stakeholder involvement, adoption of
significant revisions need not be a battle. Without such involvement, however, adoption can sometimes be
challenging. For this reason, public engagement and education is woven throughout our proposed work
plan. Furthermore, we anticipate future discussion with City staff on this important issue, and are open to
refinement of our public engagement strategy.
We note that public engagement in a code update process is different from such efforts in comprehensive
planning projects. Unlike plan updates, code updates involve detailed, technical discussions. It takes skill
and timing to present such complex materials in an engaging and understandable way, and to avoid
“technical topic burnout.” We have extensive experience preparing for and moderating these discussions
using a wide range of interactive formats and media. The careful attention the Clarion team gives to focused
public engagement will enable us to build momentum and create support throughout the project.
The public engagement and education strategies in this proposed workplan take advantage of the various
forums and tools available to the City that we have found helpful in other code projects. For purposes of the
proposed budget, we assume the public engagement plan will focus on the use of a website, regular
workshop meetings with an Advisory Committee (if the City so chooses), regular reports to elected and
appointed officials, and public meetings at important milestones during the process.
Other potential public engagement and education tools that we could use, and will be happy to discuss,
include but are not be limited to:
• Social media tools (e.g., Twitter, Instagram, Facebook) to supplement the website;
• Brochures and pamphlets; and
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 12
• The use of cable TV and radio.
We emphasize that we are open to exploring new forms of public engagement with staff to reach as broad a
cross-section of the community as possible, given constraints on time and budget.
Summary of Task 1: Project Initiation and Orientation
Deliverables
Clarion Team Responsibilities City Staff Responsibilities
• Review plan documents, relevant studies and
reports, current development regulations,
other relevant documents, and records
• Design and set-up website
• Draft survey(s) for staff, other interviewees,
and public
• Conduct interviews with staff
• Conduct interviews with stakeholders
• Conduct kickoff meeting with the Planning &
Zoning Committee, the City Council, and
advisory committee, if applicable
• Conduct reconnaissance of City with staff
• Conduct one kick-off public forums
• Send copies of plans, studies, reports, and
current development regulations and other
relevant documents to the Clarion team
(including editable digital version of the current
development regulations)
• Review and comment on project website
design
• Circulate survey(s) to staff, Planning & Zoning
Committee members, elected officials,
stakeholders, and public, as appropriate
• Organize and accompany Clarion team on
reconnaissance of City
• Organize interviews with stakeholders
• Organize kick-off meetings and the public
forums
Trips: One, two and one-half day trip to conduct interviews, kick-off meetings, reconnaissance, public forum
Schedule
Completed: Two months after Project Initiation
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 13
TASK 2: CODE ASSESSMENT
As discussed in further detail below, this task involves a detailed assessment of the City’s existing code,
including an evaluation of how the existing code meets the City’s development goals and other City policies,
recommendations for changes in the Land Development Code that would best meet the City’s goals for this
project, and an annotated outline which sets forth the structure of the revised code if the Clarion team’s
recommendations are adopted.
The City has completed an Land Development Code Audit (LDC Audit) which recommends changes to the
existing LDC, and the RFQ states that the LDC update will be based on its findings and recommendations.
However, as the content of the LDC Audit has not been released, it is unclear whether it provides specific
actionable recommendations that can be implemented in the update to the LDC, or whether the Clarion
team will need to do additional evaluation and analysis before initiating the drafting of the code. Therefore,
the scope of this task is preliminary and represents approximately the maximum effort that the Clarion
team would undertake for the development of the Code Assessment. Following discussion with City staff
and review of the LDC Audit, the scope of this Task 2 may be revised.
2.1 CODE ASSESSMENT - STAFF REVIEW DRAFT
Based on information gathered in Task 1, the Clarion team will prepare a Code Assessment in Task 2. The
Assessment will include two main sections: 1) an evaluation of the current code, including a review of the
LDC Audit provided by the City, and 2) an annotated outline for the new code.
The evaluation section provides an opportunity for Clarion to identify key goals for the updated code, and to
explore innovative approaches to achieve the key goals. The evaluation will build on the findings from the
LDC Audit and incorporate the following additional input, if not provided in the LDC Audit, in conjunction
with the Clarion team’s own independent evaluation:
• Policy direction in the comprehensive plan;
• Other policy documents and direction that need to be addressed in the code update;
• Input from City staff about what in the current regulations is working, what is not working, and
what needs to be included; and
• Any changes to state or federal laws that need to be addressed in the updated code.
The evaluation section will include discussion under each key goal that will:
• Explain why the identified goal is important (e.g., it might be based on policy direction from the
comprehensive plan or another plan);
• Summarize how the current regulations address the key goal and identify implementation gaps;
and
• Recommend how the updated code can address the goal, based on the team’s professional
experience and national best practices.
If there are different options available for addressing key goals, they will also be discussed, with an
emphasis on the most appropriate regulatory framework for addressing the combination of key goals.
Regulatory approaches that might be explored in this context include (among others):
• Community form standards that would ensure a minimum level of connectivity (internal and
external) and walkability;
• Restructured or simplified zoning districts, or both;
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 14
• Green building requirements or incentives appropriate to a sustainable suburban/urban
transitioning environment;
• Neighborhood compatibility standards to ensure that development on the periphery of
established neighborhoods is compatible with their residential character; and
• Contextual development standards that distinguish between different areas in the City (e.g., the
Downtown Overlay Area, the activity centers, and other overlay areas, along with other areas of
the City).
The evaluation will include a review of the development standards that apply generally throughout the City
versus the development standards that apply within specific zoning districts, to identify any conflicts or
inconsistencies, and provide recommendations for a revised set of development standards that best
accommodate development City-wide, and within particular base or overlay districts, as specified in the Task
2 of the RFQ.
The annotated outline section follows the evaluation section in the Assessment. It provides the community,
if desired, an opportunity to review the overall structure and revisions proposed for the updated code
before the actual drafting begins. It will consist of an article-by-article outline of the updated code, drafted
to address the key goals identified in the evaluation as recommended. Within the outline, an explanation of
the purpose and nature of each article and major section will be provided in layperson’s language.
The first draft of the Assessment will be for internal staff review only. That review allows staff to provide the
Clarion team with substantive feedback and identify any factual errors or major issues that should be
adjusted in the document prior to public review.
2.2 CODE ASSESSMENT - PUBLIC REVIEW DRAFT AND MEETINGS
After receiving one set of written consolidated comments from staff, the Clarion team and staff will reach
consensus about revisions, and Clarion will make the agreed-upon changes. The Code Assessment will then
be made available to the public. PlanActive Studio will meet with the Advisory Committee (if established),
conduct work sessions with the City Council and Planning and Zoning Commission (if appropriate), and hold
a public forum on the Code Assessment. Team members from Clarion can attend virtually. At these
meetings, the Clarion team will provide an overview of the Assessment, answer questions, and look for
input and ultimately direction on the Assessment, including any changes that need to be made. In our
experience, obtaining early consensus on issues contained in the Assessment is a crucial step toward
ensuring that the remainder of the process proceeds smoothly.
Summary of Task 2: Prepare Code Assessment
Deliverables
Clarion Team Responsibilities
City Staff Responsibilities
Trips: None
Schedule
Completed: Five months after completion of Task 1
• Prepare staff review draft of Code
Assessment
• Prepare public review draft of Code
Assessment (if desired)
• Conduct meetings on Code Assessment, as
outlined in Task 2
• Receive direction
• Review and provide consolidated written
comments on staff draft of Code Assessment;
teleconference with Clarion team to mutually
agree on revisions
• Distribute Code Assessment to public
• Organize public meetings as outlined in Task
2B
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 15
TASK 3: DRAFT LAND DEVELOPMENT CODE (LDC)
3.1 DRAFT LDC - STAFF REVIEW DRAFT
Based on the Code Assessment and the public input and direction in Task 2, the Clarion team will begin
drafting the updated code based on the agreed-upon structure. The draft will follow the structure and
elements proposed in the Assessment’s annotated outline (as modified based on City direction in Task 2).
The updated code will be clear, concise, and drafted with the goal of efficient administration. It will
emphasize the use of graphics, tables, and charts to explain zoning, subdivision, and land use concepts. It
will include footnotes where necessary to explain changes from current practice and the rationale behind
new provisions.
Because the updated code will likely include a sizeable amount of new information, it will be difficult for any
review body or the public to digest in a single review or meeting. We propose drafting the code in two
installments, or modules. Each module will consist of related provisions, mutually agreed to with staff. For
example, we might propose dividing the work as follows: 1) procedures, administration, districts, and uses;
and 2) design, performance, and sign standards. (The exact composition and schedule will be determined in
consultation with staff following the completion of the Code Assessment.)
For each module, a staff review draft will be created and circulated for review by staff to check for accuracy
(e.g., to ensure any procedures to be carried forward are described correctly) and to ensure feasibility of
recommended changes. Staff will provide a written set of consolidated comments on each module. While
staff is reviewing the first module, the Clarion team will begin drafting the second module. This schedule is
designed to ensure that drafting and staff review proceeds in an efficient manner that maintains
momentum.
3.2 DRAFT LDC - PUBLIC REVIEW DRAFT AND MEETINGS
After receiving one set of written consolidated comments from staff on each module, the Clarion team and
staff will reach consensus about revisions, and Clarion will make the agreed-upon changes to create a public
review draft of each module. After release of the public review draft of each module, the Clarion team will
conduct meetings on the installment with the Advisory Committee (if established), the City Council and
Planning and Zoning Commission (if appropriate), and any stakeholder groups. PlanActive Studio will attend
in person, and team members from Clarion can attend virtually. The Clarion team will also conduct two
public forums on the draft after the second installment is completed. The purpose of these meetings and
forum is to overview the drafts and receive input and direction.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 16
Summary of Task 3: Draft Rewritten Zoning Ordinance
Deliverables
Clarion Team Responsibilities City Staff Responsibilities
• Prepare City staff draft of zoning ordinance in
two modules
• Reach mutual agreement with City staff on
revisions to the staff draft, and make revisions
in Public Review Draft, in two modules
• Prepare Public Review Draft of zoning
ordinance, in two modules
• Conduct two, three and-one-half days of
meetings on the first two modules, as outlined
in Task 3
• Conduct one, two and-one-half days of public
meetings on the third module, as outlined in
Task 3
• Review and provide written consolidated
comments on each module
• Reach mutual agreement with Clarion team
about revisions to staff draft of each module
• Distribute Public Review Draft of each module
• Organize public meetings on each module
Trips: One, two-and-one-half day trip to conduct meetings and public forums on the second module
Schedule
Completed: Twelve months after completion of Task 2
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 17
TASK 4: PUBLIC HEARING DRAFT LDC
4.1 PUBLIC HEARING DRAFT
Based on input and direction from the City on changes that need to be made to the public review drafts in
Task 3, and the testing in Task 4, the Clarion team will make revisions and deliver a public hearing draft of
the updated LDC. It will be produced in Microsoft Word format and include a table of contents and the
search and linking capabilities associated with the software platform. Depending on the City’s goals and
available resources for making the LDC available on the internet, the online version of the LDC may take any
of several formats. The Clarion team is happy to discuss a range of options, from advanced PDFs to highly
interactive searchable websites (which we have created for some clients). We are very flexible in this regard
and want the City to find its best option for making the LDC available online.
4.2 PUBLIC HEARINGS AND WORK SESSIONS, AND REVISIONS
Once the public hearing draft of the LDC is made available, the Clarion team will attend an agreed upon
number of work sessions or public hearings with the City Council and Planning and Zoning Commission to
present the public hearing draft of the LDC and answer questions. The Clarion team will also be available to
make any revisions to the public hearing draft of the LDC as it goes through the public hearing process, on a
time and materials basis.
Summary of Task 4: Public Hearing Draft LDC
Clarion Team Responsibilities/Deliverables County Staff Responsibilities
Trip: None
Schedule
Completed: Public Hearing Draft delivered two months after completion of Task 3
• Prepare Public Hearing Draft of ordinance • Distribute Public Hearing Draft of ordinance
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 18
TASK 5: TEST LDC (OPTIONAL)
In optional Task 5, based on input from Task 3.2 and City staff and before Task 4, the Clarion team is
available to conduct a focused test of the updated LDC through a side-by-side comparison of four examples
(case studies) of recently approved development with comparable hypothetical development in accordance
with the draft LDC. The test case studies should represent different types of development in different
contexts (e.g. single-family homes, multifamily developments, stand-alone retail or commercial
development, industrial or institutional development, mixed-use development). No more than one test case
will be a mixed-use development, and no site will be larger than four acres in area.
The objective of the comparison is to demonstrate how well the updated LDC would produce desired forms
of development, or outcomes, or otherwise affect development in terms of land uses, building form, and
overall development quality. The strong preference is for selected test case sites to have development on
the site that has been approved under the City’s current regulations, so comparisons can be made between
the current and rewritten code. Once the testing is completed, the Clarion team will prepare a summary
presentation for each test case study for display on the web site, and for use in future public presentations.
The Clarion team will then conduct meetings during one, one and one-half day trip to the City to present
results and receive input.
TASK 6: PROCEDURES MANUAL (OPTIONAL)
In optional Task 6, and after adoption of the updated LDC, the Clarion team is available to prepare a manual
to serve as a “users’ guide” supplement to the LDC that will explain code provisions and how the LDC works
in practice. Since the manual is not part of the adopted LDC, it may be updated without public hearings and
re-codification. The manual will include details about application review procedures and schedules,
application submittal requirements, and additional contact information for those with more detailed
questions. It will also include new application forms that are consistent with LDC requirements and national
best practices in terms of submittal information. The application forms will be produced in a digital format,
suitable for placement on the City’s website.
The manual will be structured to appear as a companion document to the LDC in terms of page layout,
colors, and fonts, and will include illustrations and diagrams (as appropriate). Clarion will initially prepare an
outline of the manual for review by City staff. City staff will review the outline and provide one set of written
comments. Clarion and City staff will reach an agreement on needed changes and Clarion will then prepare
a staff draft of the manual. City staff will review the staff draft of the manual and provide one set of
consolidated, consensus comments. Following review of staff comments, the Clarion team will conduct a
conference call with staff to discuss the comments, make agreed-upon changes to the manual, and deliver
both a hard copy and web-ready digital copy to the City.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 19
PROPOSED SCHEDULE
Based on our previous experience, we outline a project timeline that results in a public hearing draft of the
updated development code in 23 months. We outline the proposed project timeline in the graphic below.
We do note that the actual adoption depends on political factors and the amount and effectiveness of the
community involvement that occurs during the code assessment and code drafting tasks, and the
community involvement that will be needed once the code is at the public hearing stage.
Project Timeline
Project
Month
Task 1 Task 2 Task 3 Task 4
Project Initiation Code Assessment Draft Land Development Code (LDC)
Public Hearing Draft LDC
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 20
TAB 2. EXPERIENCE AND
REFERENCES
INTRODUCTION
This is an exciting and challenging time to be a resident of Ocoee. Development trends and dynamics are
changing. The City is a lively place, with frequent events; the Ocoee Music Festival brings national talent to
the City and attracts tens of thousands of visitors each year. The Fifty West business corridor provides
opportunities for state-of-the-art business and shopping, while the growing Orlando Health Central Hospital
positions the City to be a leader in health care. Continuing to provide high-quality places to shop, eat, and
live is essential to the continued to success of Ocoee. Population growth has steadily increased since 2000,
to approximately 48,000 residents—and the City is approaching buildout. Residents’ preferences for where
and how they want to live and work are changing.
Interest in downtown development has been strengthened by the City’s investment in a new City Hall
building, while streetscape improvements along a variety of key corridors such as Blufford Avenue have
created opportunities for new development and redevelopment within the City. To support these and other
planning initiatives, like the ongoing update of the comprehensive plan, the City is interested in updating its
development regulations to implement the following key priorities:
• Maintaining the existing suburban pattern of high-quality residential, office, and shopping areas as a
cornerstone of the City, while supporting emerging new development/redevelopment patterns that
will allow greater intensities and densities in a walkable, mixed-use form.
• The trend of building up (vertical) instead of out (horizontal), which is necessary to stay competitive,
remain fiscally stable, and define an identity as Ocoee evolves.
• The need to protect the City’s wonderful single-family neighborhoods, understanding that with little
vacant land remaining and preferences for household living changing, opportunities for new and
different types of residential living need to be supported.
• The changing development context in the City—which is no longer “greenfield,” but infill and
redevelopment. This is a shift that development regulations need to recognize.
Drafts of the future land use element of the comprehensive plan include guidance on density and
development standards that will help shape revisions to the City’s development regulations. The draft plan
is also responsive to the different needs of the core downtown areas and suburban neighborhoods, and the
trends and goals identified in the Introduction to the draft plan. It is expected that the updated plan will be
adopted in the next few months.
In 2023, the City issued an RFQ requesting consultant assistance for the purpose of updating its Land
Development Code. One key goal for the project is to attempt to shift development away from automobile-
oriented suburban development patterns towards more urban-style development which is pedestrian-
oriented, supports a mix of uses, and is more sustainable. The RFQ notes that while there have been “a
patchwork of amendments intended to help the City develop walkable urban activity centers,” the
effectiveness of those amendments have been hampered by the suburban-style development standards
included in the rest of the LDC. Specifically, the goals for the project identified in the RFQ are:
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 21
• Implement various City plans that call for more sustainable and urban development that is more
sustainable and more urban, and include development standards that improve mobility,
economic vitality, and overall quality of life for City residents.
• Create tailored standards that apply to the various overlay areas that allow for appropriate
character, intensity, and scale of development and mix of use based on the desired context.
• Incorporate the recommendations of the LDC Audit, including streamlining the LDC’s
procedures, refining the current lineup of zoning districts and use regulations, and updating and
modernizing the development standards.
• Include site design and architectural standards that provide high-quality urban development
that restricts design elements such as monotonous street fronts, building elevations, and
rooflines, and site designs that prioritize mobility by automobile.
• Update the sign regulations to conform with recent U.S. Supreme Court cases and improve the
quality of signage in conjunction with the updated zoning regulations and site design standards.
• Create a user-friendly code that can be easily understood and implemented.
WHY CLARION
The Clarion team is excited about the possibility of working with the City on this important project for
several reasons.
First, the City is facing a paradigm shift in development dynamics, trends, and objectives as it transitions to
more urban development patterns. This requires significant structural and substantive changes to its
current land use regulatory framework. This is the type of challenge we have assisted other communities
address—and the type of project we live for.
Second, the project requires a consultant who can work closely with the staff, citizens, stakeholders, and
appointed and elected officials. This collaboration will be essential not only in evaluating and deciding on
the most appropriate regulatory tools and best practices for implementing the community’s objectives and
updated plan, but also in modernizing and making the development code more efficient and easier to use.
These are also issues that we have helped local governments across the nation successfully navigate many
times.
Third, the project provides an opportunity to apply our extensive experience in updating land development
and zoning regulations to make them more user-friendly and predictable through reorganization,
streamlining, and use of illustrations and graphics.
Fourth, the project provides an opportunity to prepare development regulations that support
redevelopment that is consistent with the City’s policy direction, an issue we have assisted several
communities with.
Fifth, the project provides an opportunity to explore the integration of various regulatory concepts in
targeted areas in the community (such as form-based and context-sensitive regulations), in an effort to
tailor the most appropriate and workable development regulations to meet the City’s needs and provide
opportunities for mixed-use, high-quality redevelopment—something we also have had a significant
amount of experience doing.
Finally, the project places an emphasis on sustainable development practices, something we have
substantial experience in addressing in development codes. For example, in both Maitland and Apoka,
Florida, we incorporated sustainable development requirements and incentives into their updated Land
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 22
Development Codes. These incentives and requirements incorporate “point-based” systems which allow
developers flexibility to choose sustainable site features that best accommodate their development and
allow the municipalities the flexibility to revise the standards over time to accommodate changes in
technology and local preferences. Other examples of sustainable development practices include:
• Recently in Norfolk, VA, the east coast community facing the most significant sea level rise issues
in the country, we developed an innovative “resiliency quotient” (along with other tools) that is
applied to all development and much redevelopment to dramatically improve the resilience of
development to climate change impacts and shocks.
• Salt Lake City, UT, where we updated the development code to comprehensively incorporate
sustainable development practices;
• Our work on the model Sustainable Community Development Code with the Rocky Mountain
Land Use Institute (RMLUI) at the University of Denver School of Law;
• Our work with the national APA Zoning Clinic, conducting workshops on sustainable
development code regulations; and
• Our work with the Environmental Protection Agency (EPA), conducting sustainable code
workshops for communities and assisting in the preparation of handbooks on sustainable
development practice issues.
We are excited about the possibility of assisting the City in this effort because the project draws on our
depth of national experience supporting the planning and development goals of communities that adapt to
changing development dynamics and improve quality of life for residents, businesses, and visitors. Clarion
Associates is committed to accomplishing this while also drafting codes that are clear, precise, and
predictable.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 23
CURRENT OR RECENTLY COMPLETED SIMILAR
SERVICES
The professionals who would assist the City in the project have extensive experience managing and drafting
comprehensive development code updates, preparing form-based districts and other types of context
sensitive regulations, and addressing sustainable development issues and regulations in a rising water
environment. This section includes summaries of relevant comprehensive code update projects and a list of
other relevant projects that highlight the range of the Clarion team’s experience.
As requested in the RFP, Clarion has provided the original contract price for projects that are ongoing or
have been completed within the past three years. Information has been provided for projects managed by
Mr. Richardson. Additional contract and final cost information is available upon request.
CLARION ASSOCIATES
MAITLAND, FL
Land Development Code
REFERENCE: DAN MATTHYS, PLANNING DIRECTOR | 407.539.6211 | DMATTHYS@ITSMYMAITLAND.COM
BUDGET: $220,609. BILLED: $220,609.
HTTPS://WWW.ITSMYMAITLAND.COM/431/PLANNING-AND-ZONING
In 2019, the City of Maitland, Florida retained
Clarion Associates, in association with PlanActive
Studio, to update its Land Development Code,
which was first enacted in 1971. A largely built-out
inner-ring suburb of Orlando, Maitland adopted a
new comprehensive plan in 2019 whose key goals
include encouraging the redevelopment of its
downtown into a true city center with walkable,
mixed-use development, incentivizing
redevelopment of its aging office parks into a mix
of office, commercial, and residential uses, and
improving connectivity to and protecting the
character of its residential neighborhoods. Clarion
completed the public hearing draft of the Land
Development Code in November 2021. The code
was formally adopted in February 2022.
Innovations include a new downtown district that
supports higher intensity/density, mixed-use,
walkable urbanism, and strong neighborhood
protection standards. The code was awarded
Outstanding Study/Plan by the Florida Planning
and Zoning Association at its annual luncheon in
2022.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 24
APOPKA, FL
Land Development Code
Photo by Kelly Verdeck
REFERENCE: JIM HITT, COMMUNITY DEVELOPMENT DIRECTOR | 407.703.1712| JHITT@APOPKA.NET
BUDGET: $237,710. BILLED: $230,055.
HTTPS://MCCLIBRARY.BLOB.CORE.USGOVCLOUDAPI.NET/CODECONTENT/10117/268263/PART%20III%20-
%20LAND%20DEVELOPMENT%20CODE.PDF
The City of Apopka retained Clarion Associates, in
association with PlanActive Studio, to prepare a
comprehensive update to the city’s existing Land
Development Code. The goals of the update
included: (1) making the code more user-friendly
and procedurally efficient; (2) implementing the
goals and policy direction in the recently updated
comprehensive plan and several special area
plans; (3) retooling the regulations to support
more intense, mixed-use, pedestrian-oriented
development in the downtown; (4) preparing new
regulations to support intense walkable urbanism
at several new interchanges; (5) encouraging the
redevelopment of older, suburban-oriented
commercial corridors into more mixed-use,
pedestrian-oriented places; (6) ensuring the
character of existing residential neighborhoods
was protected; and (7) raising the bar for
development quality in the community generally.
The code was adopted in summer 2019.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 25
VILLAGE OF ESTERO, FL
Land Development Code
REFERENCE: MARY GIBBS, COMMUNITY DEVELOPMENT DIRECTOR | 239.221.5036 | GIBBS@ESTERO-FL.GOV
BUDGET: $322,865. BILLED: $322,849.
A municipality incorporated in 2014, the Village of
Estero retained Clarion Associates and Johnson
Engineering to draft the village’s first Land
Development Code. While an unincorporated
community within Lee County, Florida, Estero
became known for its high quality of design and
beautiful natural parks and access to recreational
opportunities. The primary goal of the new code
was to provide a clear and comprehensible set of
development standards that support the Village’s
goal of high-quality development and
preservation of the natural environment. The
Clarion team worked closely with Village staff and
elected officials to prepare the new Land
Development Code which was adopted by the
Village Council in January 2021.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 26
COBB COUNTY, GA
Unified Development Code
REFERENCE: JESSICA GUINN, COMMUNITY DEVELOPMENT DIRECTOR | 770.528.2125| JESSICA.GUINN@COBBCOUNTY.ORG
BUDGET: $449,763. PROJECT IN PROGRESS.
Cobb County is a quickly urbanizing county
located northwest of Atlanta, GA. According to the
U.S. Census Bureau, approximately 80,000
persons moved into the county between 2010
and 2020, drawn by its high quality of life and
convenient access to jobs, services, and
entertainment. Today the county’s population is
approximately 766,100.
In August 2022, Clarion Associates was selected
by Cobb County to lead a team of consultants to
complete a thorough modernization of its Unified
Development Code. The County’s Code and
Development Standards have been amended
several times over the years to address
immediate concerns; however, after several
decades the County decided to take a more
comprehensive look at the regulations. There is a
broad range of uses and technologies today that
were not contemplated previously, and a main
initiative of this project is to merge the County
Zoning Ordinance, Design Guidelines and
Development Standards into a single UDC,
including updating zoning districts and land uses
and eliminating those that are obsolete, removing
outdated code sections, resolving conflicting code
sections, updating existing standards and adding
new standards as needed, in accordance with
current best practices in planning and zoning as
well as with the County’s adopted plan
documents. This process includes a robust public
participation effort to garner feedback from the
full spectrum of County stakeholders.
The project is slated to be completed in the of Fall
2024.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 27
NORFOLK, VA
Zoning Ordinance Rewrite
REFERENCE: JEREMY SHARP, ZONING ADMINISTRATOR | 757.439.4833| JEREMY.SHARP@NORFOLK.GOV
BUDGET: $570,000. BILLED: $568,588.
HTTPS://WWW.NORFOLK.GOV/DOCUMENTCENTER/VIEW/35581/ADOPTED-ZONING-ORDINANCE
In 2014, the City of Norfolk retained Clarion
Associates, along with the Renaissance Planning
Group and Herd Planning and Design, to
undertake a rewrite of the its 25-year-old zoning
ordinance. Norfolk has had the highest rate of
measured sea level rise of any east coast city over
the last 100 years, with estimates that sea level
rise will continue to increase consistent with
historic levels. For this and other reasons, the city
was one of the initial communities included in the
Rockefeller Foundation’s 100 Resilient Cities
Initiatives. One of the primary goals of
plaNorfolk2030, the city’s adopted plan, as well as
the zoning ordinance rewrite, was to retool the
zoning ordinance to support Norfolk as a more
resilient city, both environmentally and
economically. The Norfolk City Council adopted
the updated Zoning
Ordinance in January,
2018, and it is now
effective. Many consider
it to be the most
resilience-focused
zoning approach in the
nation. The ordinance received an Award of
Excellence in Sustainability from national APA in
2019. Invovations include a zoning ordinance that
is framed around sustainable and resilient
development practices (in part through the
establishment of a “Resiliency Quotient”), and
zoning districts and development standards that
are context based, recognizing four different
character areas in the city.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 28
COLUMBIA, SC
Unified Development Ordinance
Photo by Akhenaton06
REFERENCE: KRISTA HAMPTON, PLANNING DIRECTOR | 803.545.3425| KMHAMPTON@COLUMBIASC.NET
BUDGET: $400,000. PROJECT COMPLETED WITHIN BUDGET.
HTTPS://PLANNINGANDDEVELOPMENT.COLUMBIASC.GOV/ZONING/
The City of Columbia retained Clarion Associates,
along with McBride Dale Clarion and Planning
NEXT, to conduct a comprehensive rewrite of the
city’s land development code. The project sought
to establish a more user-friendly and efficient set
of modern development controls to further the
city’s long-term planning goals and vision for
future growth and development, as established in
the city’s Plan Columbia Land Use Plan. Clarion
completed the public review draft of the code in
late 2017. The code was adopted in August 2019
and became effective in August 2021. Clarion is
currently assisting the city with implementation
issues. Innovations include establishment of
several new character-based corridor and activity
center districts, graphically based zoning districts,
and strong neighborhood protection regulations.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 29
HENRICO COUNTY, VA
Zoning Ordinance & Subdivision Regulations
REFERENCE: JOE EMERSON, DIRECTOR OF PLANNING| 804.501.4605| EME@CO.HENRICO.VA.US
SUBDIVISION ORDINANCE: HTTPS://HENRICO.US/PDFS/PLANNING/CODE-UPDATE/FINAL-CH19.SUBDIV.PDF
ZONING ORDINANCE: HTTPS://HENRICO.US/PDFS/PLANNING/CODE-UPDATE/FINAL-CH24.ZONING.PDF
BUDGET: $750,000. BILLED: $731,946.
Henrico County, one of the oldest counties in the
country, is a desirable place to live and work for
more than 300,000 people in the Richmond metro
area. The county retained Clarion Associates and
Dover, Kohl & Partners to update its over 50-year-
old zoning and subdivision ordinances in 2016.
The code assessment prepared for the update
identifies a series of changes to the current
regulations necessary to implement the Vision
2026 Comprehensive Plan. The key changes include
the need to provide flexibility for higher quality
economic development; provide incentives for
higher intensity/density mixed-use, walkable
urbanism in appropriate locations; make the
regulations more user-friendly and easier to
administer; enhance procedural efficiency and
predictability; incorporate modern zoning tools
like a use classification system and graphically-
driven zoning districts; incorporate more
measurable development standards; and
promote more environmentally-friendly
development. On June 22, 2021, the County Board
of Supervisors adopted the new Zoning and
Subdivision Ordinances. Innovations include
graphically-driven zoning districts; modernized
development standards; and five new form-based
overlay districts in targeted areas of the county
that support higher intensity/density
opportunities for mixed-use, walkable urbanism.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 30
COLORADO SPRINGS, CO
ReToolCOS – Zoning & Subdivision Code Rewrite
REFERENCE: MORGAN HESTER, PRINCIPAL PLANNER| 719.385.5177| MORGAN.HESTER@COLORADOSPRINGS.GOV
HTTPS://COLORADOSPRINGS.GOV/PROJECT/RETOOLCOS-ZONING-ORDINANCE-UPDATE
BUDGET: $369,940. BILLED: $354,085
With a population of 440,000 and an incorporated
area of almost 200 square miles, Colorado
Springs is Colorado’s second most populous city
and its largest geographically. Its local economy is
heavily reliant on the military, but also includes
important tourism, non-profit, retiree, service
professional and high tech sectors. In 2018,
Colorado Springs completed its long-awaited
PlanCOS comprehensive plan. In 2019, Clarion
Associates was selected to draft a new Unified
Development Code (UDC) to rewrite its existing
zoning ordinance and subdivision regulations to
better meet the City’s goals established in
PlanCOS.
One key goal for this ambitious project, dubbed
“RetoolCOS,” was to embed the six overarching
themes from Plan COS—Vibrant Neighborhoods,
Unique Places, Thriving Economy, Strong
Connections, Renowned Culture and Majestic
Landscapes—into the City’s regulatory and
incentive structure. In addition, the rewrite
modernizes permitted and conditional uses,
updates dimensional standards, enables a wider
variety of housing development, incorporates new
and more contextual infill redevelopment
standards, supports the broad diversity of built
neighborhoods in the city, and allows flexibility for
creative and market-supported development in
the almost one-third of Colorado Springs’ land
that remains currently undeveloped.
Despite launching shortly before the pandemic,
the new Unified Development Code was adopted
in February 2023 and took effect in June 2023. In
September 2023, at the APA Colorado annual
meeting, the project will be awarded two APA
Colorado Honor Awards in the categories of
General Planning Project and Growing Water
Smart.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 31
DAYTONA BEACH, FL
Land Development Code
REFERENCE: RICH WALTON, PLANNING DIRECTOR | 386.671.8120 | WALTONR@CODB.US
Daytona Beach retained Clarion Associates to
prepare an update to the city’s existing Land
Development Code. The goals of the update
process included (1) making the code more user-
friendly and more procedurally efficient; (2)
implementing the goals and policy direction in the
city’s adopted vision plan and comprehensive
plan update; (3) modifying development
regulations and practices in infill and built areas
of the community to encourage
redevelopment/revitalization in ways that are
compatible with the desired context; (4)
encouraging redevelopment of older, suburban-
oriented commercial corridors into more mixed
use, pedestrian-oriented places; (5) ensuring the
character of existing residential neighborhoods is
protected, and (6) raising the bar for development
quality in the community generally. The code was
adopted in spring 2015.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 32
KANNAPOLIS, NC
Unified Development Ordinance
REFERENCE: RICHARD SMITH, PLANNING DIRECTOR | 704.920.4235| RSMITH@KANNAPOLIS.GOV
HTTPS://WWW.KANNAPOLISNC.GOV/GOVERNMENT-DEPARTMENTS/PLANNING/UDO-REWRITE
BUDGET: $199,305. PROJECT COMPLETED WITHIN BUDGET.
In 2018, after completing an update to its
comprehensive plan, the City of Kannapolis
retained Clarion Associates to undertake a rewrite
of its 19-year-old Unified Development Ordinance.
Located in Cabarrus County, in the Charlotte
metropolitan area, Kannapolis is experiencing
development pressure and is positioned for
significant growth. The city, previously home to a
large mill, has taken the lead in the
redevelopment of its downtown and is making
substantial capital investments. In 2018, the city
adopted a comprehensive plan that set a new
direction for future growth. A primary goal of the
update was to retool the UDO to implement the
plan’s policies, in particular supporting walkable,
mixed-use development in the downtown and in
identified activity centers, supporting infill and
redevelopment in commercial corridors, and
ensuring that residential neighborhoods are well-
connected and have a variety of housing options.
The Code Assessment was completed in March
2019, and Clarion completed a draft of the new
UDO in mid-2021. In June 2022, the Kannapolis
City Council unanimously adopted the Kannapolis
Development Ordinance. It became effective July
1.
Page 534 of 782
33
ROCK HILL, SC
Zoning Ordinance
REFERENCE: BILL MEYER, RETIRED, FORMER PLANNING DIRECTOR
Clarion, in association with the Walker
Collaborative, drafted a new Land Development
Ordinance for the City of Rock Hill, South Carolina,
which was adopted in December 2005. The focus
of the effort was to implement the city’s General
Plan, which promotes a more livable future by
encouraging appropriate infill and re-
development of the “old town” area of the
community, and protecting and enhancing older
neighborhoods while encouraging more compact,
dense, and sustainable growth in greenfield
areas. Major issues that were addressed included
making the code more usable and “user friendly,”
making the development review process more
efficient and effective, modernizing the zone
district and planned development regulations;
encouraging new infill development that is
compatible with its context, and establishing
minimum development and design standards.
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update
Page 535 of 782
ADDITIONAL CLARION PROJECT EXPERIENCE
CLIENT TYPE OF PROJECT TIMELINE
Charleston, SC Zoning Ordinance Update
Budget: $1,020,622 2023-current
Montgomery, AL Zoning and Subdivision Ordinance Update
Budget: $245,710 2022-current
Maury County, TN Zoning and Subdivision Ordinance Update
Budget: $237,875 2021-current
Tuscaloosa, AL Zoning and Subdivision Ordinance Update
Budget: $282,000 2018-current
Rowlett, TX Development Code Update
Budget: $149,935 (partial project budget) 2022-current
State College, PA Development Code Update
Budget: $199,465 2017-current
Syracuse, NY Development Code Update 2016-current
Mooresville, NC Development Code Update
Budget: $198.415. Billed: $184,467. 2020-2022
Bloomington, IND Development Code Update 2017-2020
Albuquerque, NM Development Code Update 2015-2018
Aurora, CO Zoning Code Update 2014-2019
Carbondale, CO Zoning Code Update 2013-2016
Indianapolis, IN Development Code Update 2013-2015
Denton, TX Zoning Code Update 2013-2015
High Point, NC Development Ordinance 2011-2015
Brunswick, ME Zoning Ordinance Update 2013-2015
Teton County, WY Land Development Regulations Update 2013-2015
Duluth, MN Development Code Update 2012-2014
Boise, ID Development Code Update 2012-2014
Fort Wayne, IN Zoning Ordinance Update 2012-2014
North Las Vegas, NV Development Code Update 2011-2014
Youngstown, OH Redevelopment Code 2011-2013
Tucson, AZ Zoning Ordinance (Reorganization, User-
friendliness) 2011-2013
Folly Beach, SC Development Code Update 2009-2011
Currituck County, NC Unified Development Ordinance 2010-2012
Philadelphia, PA Zoning Code Update 2010-2012
Pompano Beach, FL Development Code Update 2009-2012
San Antonio, TX Historic Design Guidelines and Standards 2011-2012
Sparks, NV Downtown and TOD Corridor Regulations 2011-2012
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 35
CLIENT TYPE OF PROJECT TIMELINE
Henderson, NV Comprehensive Zoning Ordinance Revisions 2010-2012
Fayetteville, NC Unified Development Ordinance 2008-2012
Salt Lake City, UT Sustainable Code Amendments 2010-2011
Greenville, SC Development Code Update 2001-2004
Cary, NC Unified Development Ordinance 1998-2001
PLANACTIVE STUDIO
TOWN OF EATONVILLE, FL
Planning and Zoning Services
REFERENCE: DEMETRIUS PRESSLEY, CHIEF ADMINISTRATIVE OFFICER 407.623.8909 | DPRESSLEY@TOWNOFEATONVILLE.ORG
The town of Eatonville, contracted with PlanActive Studio to provide overall planning services in 2022 and
serve as the Planning Director, reviewing all development applications and updating the town’s
comprehensive policies and land development regulations. Tara led the review and staff findings for the last
vacant land parcel in the Town that is 100 acres and created an analysis on the impacts that would
potentially occur if the land was to develop a mixed use project, doubling the town’s population. PlanActive
Studio still provides services to the Town for any planning-related work.
CITY OF ALTAMONTE SPRINGS
East Town Activity Center
REFERENCE: JASON BURTON, DIRECTOR OF GROWTH MANAGEMENT | 407.571.8143 | JBURTON@ALTAMONTE.ORG
The city of Altamonte Springs developed a vision plan to provide a more urban activity center around the
SunRail Station. PlanActive Studio has been a continuing services contractor for the City for over 4 years and
is drafting a hybrid form-based code that focus on transit, walking, and urban-style development.
Page 537 of 782
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 36
ST. PETE BEACH, FL
Pass-A-Grille Zoning Update
REFERENCE: JENNIFER MCMAHON, CHIEF OPERATING OFFICER 727.455.6633 | MPLETCHER@STPETEBEACH.ORG
The Pass-a-Grille Historic District is generally bounded by 32nd Avenue to
the north, 1st Avenue to the south, Pass-a-Grille Way to the east, and Gulf
Way to the west. PlanActive Studio led the development of a new form-based
code for the entire Pass-a-Grille area. In addition to the land development
code updates, the firm led a public outreach strategy with residents that had
been opposing any changes for over twenty years. The consensus building
included a codes on the road tour with the community and elected officials,
testing the code to show the community how the new code would work, providing design scenarios to
visualize the proposed changes, and testing of the proposed changes.
The final zoning update was integrated into the City’s existing Land Development Code. The City
Commission unanimously adopted the new form-based code in February 2017. Currently the overlay and
additional zoning regulations are being revised and updated as a result of development that has opted to
use the overlay. Tara is serving as a reviewer of all applications that use the overlay, and modifying an
additional zoning district to ensure compatibility is achieved with the updates that are scheduled for
adoption in 2024.
TOWN OF OAKLAND, FL
Design District
REFERENCE: KATHY STARK | MAYOR | 407.656.1117 | KSTARK@OAKLANDFL.GOV
PlanActive Studio developed a new design district approach, town-
wide, for the Town of Oakland, to implement standards that are
consistent with the unique development patterns within the city
while ensuring they will support growth. Tara Salmieri led the update
effort. Recently, the town developed an economic strategy and vision
for State Road 50 and key corridors in the Town. Since adoption in
September 2018, Tara has provided planning review for all projects being developed in the Town, created
staff reports, and presented to the Planning and Zoning Board and Town Commission.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 37
CURRENT AND PROJECTED WORKLOAD
If selected, all team members will have adequate availability to work on this project. Mr. Richardson and Mr.
Geren are leading comprehensive code updates in Charleston, SC; Cobb County, GA; State College, PA;
Tuscaloosa, AL; and Maury County, TN, in collaboration with other Clarion colleagues and subconsultants.
Both have the availability to devote to the project, as set forth in the proposed budget. Mr. Henning is
working on a code project in Lexington County, SC, and several planning projects and will have availability as
well. Ms. Sherman provides design and website support to multiple projects at the firm and has adequate
availability to support this project. Ms. Salmieri is leading the City of Altamonte Springs Activity Center LDC,
St. Pete Beach Pass-a-Grille Overlay updates and continuing support with the City of Ocoee's comprehensive
plan updates and will have additional availability to support this project.
QUALIFICATIONS
The projects included in Current or Recently Completed Similar Services section of this response
demonstrate the Clarion Team’s ability to complete comprehensive updates of development codes for
communities throughout Florida (including in Maitland and Apopka), the southeast, and the nation.
REFERENCES
The RFP asks for three references from similar relevant projects. We have included references for each
Clarion project we described in the projects described in the Current or Recently Completed Similar Services
section of this response. Below we identify five references from comprehensive development code projects.
Each code has been adopted. We will be happy to provide additional references, upon request.
APOPKA, FL | LAND DEVELOPMENT CODE | 2017-2019
Jim Hitt, Community Development Director | 407.703.1712| Jhitt@Apopka.Net
MAITLAND, FL | LAND DEVELOPMENT CODE | 2019-2022
Dan Matthys Planning Director | 407.539.6211 | dmatthys@itsmymaitland.com
ESTERO, FL | LAND DEVELOPMENT CODE | 2018-2021
Mary Gibbs, FAICP, Community Development Director | 239.221.5036 | mgibbs@estero-fl.gov
COLUMBIA, SC | UNIFIED DEVELOPMENT ORDINANCE | 2015-2020
Krista Hampton, AICP, Columbia Planning Director | 803.545.3425 |kmhampton@columbiasc.net
PRINCE GEORGE’S COUNTY, MD | ZONING AND SUBDIVISION ORDINANCES| 2014-
2021
Chad Williams Project Manager, M-NCPPC | 301.952.3171 | Chad.Williams@ppd.mncppc.org
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 38
TAB 3. HOURLY RATES AND
REQUIRED FORMS
BUDGET
A proposed budget for Tasks 1, 3, and 4 is attached. As noted on page 13, the full scope of the Task 2: Code
Assessment phase of the project is unknown. Therefore, the proposed budget does not include the cost for
Task 2. The cost of the Code Assessment task in code update projects similar in scope to the City’s RFQ 23-
010 has been between about $45,000 and $60,000.
Page 540 of 782
Ocoee, FL
RFP 23-010 for Professional Planning Services
Proposed Budget Pl A
Clarion Clarion Clarion Clarion Clarion PlanActive
Richardson Green Henning Schmidt Sherman Tara
CR GG DH CS AS TS
Total Hours
Hourly rate -->$225 $150 $115 $85 $85 $175
Task 1: Project Initiation and Orientation
Task 1.1: Initial Document Review 2 4 12 20 16 54 6,930$
Task 1.2: Project Website Project website costs included in budget separately
Task 1.3: Initial Interviews, Reconnaissance, and Meetings 12 34 6 10 18 80 12,490$
Hours Subtotal 14 38 18 30 0 34 134
Labor Fee $3,150 $5,700 $2,070 $2,550 $0 $5,950 $19,420
Trip 2.5-day trip 1
Travel Expenses Subtotal $0 $1,170 $0 $0 $0 $0 $1,170
Total Task 1 $3,150 $6,870 $2,070 $2,550 $0 $5,950 20,590$
Task 2: Code Assessment
Task 2.1: Code Assessment - Staff Review Draft
Task 2.2: Code Assessment - Public Review Draft and Meetings
Hours Subtotal
Labor Fee
Trip n/a
Travel Expenses Subtotal
Total Task 2 TBD
Task 3: Draft Land Development Code (LDC)
Task 3.1:Draft LDC - Staff Review Draft 30 100 24 180 4 240 578 82,150$
Task 3.2: Public Review Draft and Meetings 15 30 50 60 155 22,625$
Hours Subtotal 45 130 24 230 4 300 733
Labor Fee $10,125 $19,500 $2,760 $19,550 $340 $52,500 $104,775
Trip 2.5-day trip 0 1 0 0 0
Travel Expenses Subtotal $0 $1,170 $0 $0 $0 $0
Total Task 3 $10,125 $20,670 $2,760 $19,550 $340 $52,500 105,945$
Task 4: Public Hearing Draft LDC
Task 4.1: Public Hearing Draft 12 32 6 30 80 160 24,740$
Task 4.2: Public Hearing and Work Sessions, and Revisions 0 -$
Hours Subtotal 12 32 6 30 0 80 160
Labor Fee $2,700 $4,800 $690 $2,550 $0 $14,000 $24,740
Trip n/a 0 0 0 0 0
Travel Expenses Subtotal $0 $0 $0 $0 $0 $0
Total Task 4 $2,700 $4,800 $690 $2,550 $0 $14,000 24,740$
$10,740
Project Graphics $12,000
Project Website $7,000
Subtotals All Tasks
Hours Subtotal 71 200 48 290 4 414 1,027
Labor Fee $15,975 $30,000 $5,520 $24,650 $340 $72,450
Travel Expenses $0 $2,340 $0 $0 $0 $0
Total All Tasks $15,975 $32,340 $5,520 $24,650 $340 $72,450 n/a
Percentage of team hours 11.6%32.6%7.8%47.3%0.7%100.0%
Percentage of project hours 6.9% 19.5% 4.7% 28.2% 0.4% 40.3%$170,275.00
Clarion
TOTAL
not including
Task 2
Page 1 of 1 9/18/2023
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 39
FORMS
Summary of Litigation and Acknowledgement of Addenda
Exhibit “A” RFQ Conflict of Interest Disclosure Form
Exhibit “B” Drug-Free Workplace Certification
Exhibit “C” Company Information/Signature Sheet
Exhibit “D” Contractor E-Verify Affidavit (with E-Verify Proof of Registration)
Page 543 of 782
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 20
documents; and/or (b) applicable federal, state, or local law. No bid protest may be
based upon questions concerning the design documents (drawings and specifications).
The Bidder shall clarify all questions concerning the design documents of the project
prior to submitting its bid.
3. The content of the bid protest shall fully state the factual and legal grounds for the
protest and the legal basis for the relief requested.
4. The bid protest shall be filed with the Purchasing Analyst with a copy to the
Procurement Manager not later than five (5) calendar days after the posting of the
notice of intent to award or recommendation of award by staff, whichever is earlier.
5. The Procurement Manager, on behalf of the City, shall make a determination of the
merits of the protest not later than five (5) business days after receipt of the protest. If
the City denies the protest, the City may proceed with award of the contract unless
enjoined by order of a court of competent jurisdiction.
I. SUMMARY OF LITIGATION:
Provide a summary of any litigation, claim(s), bid or contract dispute(s) filed by or against
the Bidder in the past five (5) years which is related to the services that the Bidder provides
in the regular course of business. The summary shall state the nature of the litigation,
claim, or contact dispute, a brief description of the case, the outcome or projected outcome,
and the monetary amounts involved. If none, then please say so.
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
____________________________________________________________________
(Attach additional sheets if necessary)
J. ACKNOWLEDGEMENT OF ADDENDA:
Bidder acknowledges receipt of the following addenda:
No._____________ Dated _____________________
No._____________ Dated _____________________
No._____________ Dated _____________________
END OF INSTRUCTIONS
None
1
2
Sept. 7, 2023
Sept. 13, 2023
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a
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CITY OF OCOEE
1 NORTH BLUFORD AVENUE
OCOEE, FL 34761
REQUEST FOR QUALIFICATIONS FOR
PROFESSIONAL PLANNING SERVICES FOR THE
CITY’S LAND DEVELOPMENT CODE UPDATE
RFQ No.
23-010
Prime Firm
Calvin, Giordano & Associates, Inc.
Due Date and Time
09.19.2023 at 2:00 PM
Primary Contact
Luis Serna, AICP, Project Manager
lserna@cgasolutions.com
Address
13535 Feather Sound Drive, Suite 135
Clearwater, FL 33762
Telephone No.
727.394.3825
Page 551 of 782
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TAB 1 Qualifications and Response to Scope of Services ..................................................................................................4
Approach .............................................................................................................................................................5
Company History and Qualifications .....................................................................................................................6
Staff and Qualifications ........................................................................................................................................7
Subconsultants ..................................................................................................................................................19
TAB 2 Experience and References ...................................................................................................................................20
Current and Recent Clients .................................................................................................................................21
Staff Workload ...................................................................................................................................................24
Completed Projects Narratives ...........................................................................................................................25
Added Value ......................................................................................................................................................27
References ........................................................................................................................................................30
TAB 3 Hourly Rates and Required Forms .........................................................................................................................36
Employee Rates .................................................................................................................................................37
Required Forms .................................................................................................................................................38
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 3
TABLE OF CONTENTS
Page 553 of 782
TAB 1
Qualifications and Response to
Scope of Services
Page 554 of 782
ApproAch
General Philosophy to Performing Major Rewrites of Land Development Regulations
CGA’s approach to providing professional planning services is always based on extensive research into the conditions that
generate development forms that are unique to each community. Because of our team’s background and experience, we
recognize that formulaic, cookie-cutter approaches will not effectively serve the needs of a community.
The team created for this project has years of multi-disciplinary expertise working with municipal and local governments,
private sector clients, developers, and community and neighborhood-based organizations throughout Florida. Much of this
experience includes serving as directors or managers working directly for local government planning departments. Because
of the experience, we are very cognizant of the fact that services and work-products rendered should generate solutions that
are implementable – not just “pretty pictures” that do not take into account the regulatory and budgetary realities of design
solutions. We understand that successful implementation of any project is driven not just by that which is desired, but by that
which is achievable. We will utilize our broad base of knowledge and expertise throughout the information gathering, concept
formulation, document design, technical writing, and implementation phase to formulate an updated Land Development Code
for the City of Ocoee. We are fully aware of and able to exceed the City's expectations for all tasks identified in the RFQ.
With a diverse team of professionals and technical staff, CGA possesses the expertise and experience that encompasses
all facets of the planning and development process. CGA provides current, comprehensive planning and/or zoning services
to several municipalities throughout Central Florida and has acted as the primary Development Review Committee (DRC)
consultant for a number of municipalities. CGA’s planning staff possesses a thorough and complete understanding of planning
processes from both a public and private perspective and from municipal to state authority. The CGA team also includes
expertise in implementing, creating, and calibrating form-based and hybrid codes, and we are frequently called upon to address
challenges created by years of auto-oriented zoning regulations.
To ensure that the City receives a high quality, legally defensible code, CGA has partnered with the Law Office of Weiss, Serota,
Helfman, Cole + Bierman. The lead attorney for this project, Susan Trevarthen, has years of experience with municipal
government regulations, and will be involved from the onset on all phases to ensure the regulations proposed, even from a
conceptual basis, meet the related “legal tests.” For this project, we will be particularly focused on ensuring that the City’s sign
regulations comply with restrictions on the regulation of content imposed by Reed v. Gilbert.
Policy Recommendations
There are typically numerous issues that are identified by staff, the public, and the consultant during the process of developing
and updating codes that are beyond the scope of the project, but which could result in significant improvements to zoning and
land development processes. Such issues are usually not included in the proposed code because they require major policy
decisions that entail detailed analysis and extensive community engagement that cannot be accomplished within the timeframe
for completion of the project. As a part of this project the consultant will prepare a report that identifies and explains these
issues, with a recommendation that the City carefully consider and prioritize these issues for possible future action. In our
experience, we have found that these recommendations are an important part of ensuring the community that their concerns
have been considered, and that dialog on important issues will continue.
22
YEARS
Planning Peace of Mind
CGA and our staff have a level of
experience and knowledge that is
unparalleled across Florida. The team
members chosen are among the best
we can offer across our offices.
The proposed team has Provided
Planning and Zoning Services for over
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 5
Tab 1 - Qualifications and Response to Scope of Services
Page 555 of 782
compAny history And QuAlificAtions
Calvin, Giordano & Associates, Inc. (CGA) is a well-established multi-disciplinary firm with offices located in Fort Lauderdale,
Miami-Dade, West Palm Beach, Port St. Lucie, Estero, and Clearwater. For over 86 years, our firm has been providing consulting
services to both public and private sector clients.
From the beginning, much of our reputation was built on repeat business with clients from the public and private sectors. Our
success is reflected in the quality of work we consistently provide and also in the personal approach we take with each client.
The winning combination is affirmed by our large number of repeat/long-term municipal clients. Because of our diversity,
CGA can control the entire process, offering a host of professional services as a one-source partner or efficiently tackling
time-sensitive individual projects, providing customized solutions with handpicked teams of highly experienced professionals.
Custom Building Exceptional Solutions is the core of our business.
CGA strategically provides a broad range of services to meet our clients’ needs. Our professional services include:
• Building Code Services
• Civil Engineering/Roadway and Highway Design
• Coastal Engineering
• Code Compliance
• Construction Engineering and Inspection (CEI)
• Construction Services
• Data Technologies and Development
• Electrical Engineering
• Environmental Services
• Facilities Management
• Grant Management & Writing
• Geographic Information Systems (GIS)
• Governmental Services
• Landscape Architecture
• Planning and Land-Use Code
• Project Management
• Redevelopment and Urban Design
• Surveying and Mapping
• Transportation & Mobility Planning
• Water/Wastewater Utilities Engineering
• Website Development
Taking advantage of our diversified staff's experience and knowledge is what distinguishes CGA as a professional consultant
and allows our team to repeatedly complete projects on time, under budget, and exceeding expectations while doing so.
Our core values embody our approach to working relationships, as well as our philosophy in providing services. Our team
stands apart from others by remaining dedicated to a client-centered method based on our core values of Service, Integrity,
Improvement, Teamwork, and Respect.
CGA is dedicated to helping the City of Ocoee achieve its goals—providing intelligent and community-focused planning services
at an affordable cost.
SERVING
MUNICIPALITIES THROUGHOUT FLORIDA
FOUNDED IN HOLLYWOOD1937
OVER YEARS
OF
SERVICE85
370
EMPLOYEES
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 6Page 556 of 782
stAff And QuAlificAtions
CGA is incredibly proud to have some of the most experienced and well-qualified staff in Florida who can serve our municipal
clients with expertise, tact, insight, and respect. Stacked with over and above the needed qualifications and decades of
experience, the staff assigned to the City of Ocoee is exceptionally positioned to exceed the expectations of the City and, thus
in the context of urban planning, the expectations of the community as well. Our Planning staff is committed to leveraging its
knowledge to help develop communities as not just places that citizens live, but places that citizens love.
The table below provides an overview of the proposed staff, their role, their qualifications, and years of experience.
licenses And certificAtions yeArs of experience
STAFF
MEMBER
Bachelors Graduate License 5 10 15 20 25 30 35 40
Luis Serna
Project Manager
Tampa Bay, FL
Economics Urban and Regional Planning
AICP# 013237
James Hickey
Planner
Fort Lauderdale, FL
Geography
and History
Urban
Planning
AICP#
015985
Alex David
Planner
Miami, FL
Geography and Urban
Planning
Business
Admin.
AICP#
116051
Silvia Vargas
Planner
Miami, FL
Architectural
Studies
Urban
Planning
AICP#
087875
Dave Dixon
Planner
Fort Lauderdale, FL
Geography Urban and Regional
Planning
AICP# 028501
Graham Long
Planner
Fort Lauderdale, FL
Urban and Regional Planning
AICP# 32840
Gianno Feoli
Urban Designer/
Landscape Architect
Fort Lauderdale, FL
Architectural
Studies
Landscape
Architecture
FL-PLA#
LA6667663
Susan Trevarthan
(SUB)
Legal Reviewer
Weiss Serota LLP
Fort Lauderdale, FL
Policy
Studies
Regional
Planning
Juris
Doctorate
FL Bar
#906281
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 7Page 557 of 782
CGA Team Discipline Expertise
CGA presents the table below that highlights the areas of expertise our staff members have in the discipline needed to provide
the City of Ocoee with its needed Planning and Zoning Consulting services. As can be seen, CGA's dedicated staff can provide
the City with comprehensive but nuanced service that touches on all necessary disciplines for the Scope of Services.
AREAS OF EXPERTISE
STAFF
MEMBER Long term plAnningcomprehensive plAnslAnd use code regulAtions And updAtesurbAn mAster plAnsform-bAsed codecode drAfting And AmendmentsmAtrices of stAndArdspublic And community outreAchproject mAnAgementdocument reviewregulAtory outlinecouncil And commission presentAtionsLuis Serna ◉◉◉◉◉◉◉◉◉◉
James Hickey ◉◉◉◉◉◉◉◉◉◉
Alex David ◉◉◉◉◉◉◉◉◉◉◉◉
Silvia Vargas ◉◉◉◉◉◉◉◉◉
Dave Dixon ◉◉◉◉◉◉◉◉◉◉
Graham Long ◉◉◉◉◉◉◉◉◉◉
Gianno Feoli ◉◉◉◉◉◉◉
Résumés
Résumés for all staff are provided on the following pages, as well as the résumés for the subconsultant Weiss Serota staff for
legal review.
A Reach Far and Wide
CGA and our staff have been able to deliver exceptional
municipal services to clients that span all of Florida — from
Destin to Key West, Reddington Shores to Palm Beach,
and everywhere in-between. We have assisted several
municipalities in Central Florida, including the Cities of Winter
Park, Belleview, Leesburg, and Lake Mary.
Of particular interest to the City of those we have worked with
in Central Florida. This includes the Town of Lake Hamilton,
located in Central Florida. CGA has provided the Town with
Planning Services for nearly three years, helping craft their
Land Use Code updates and maps, as well as developing
their Parks and Recreation Master Plan.
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 8Page 558 of 782
YEARS WITH THE FIRM
7
YEARS OF EXPERIENCE
30+
EDUCATION
Graduate Studies in Urban and
Regional Planning, University of
Miami, Coral Gables, FL
BS, Economic with an emphasis in
Economics of Industry, Florida State
University, Tallahassee, Florida
CERTIFICATIONS AND LICENSES
Certificate of Planning Studies,
Florida State University, Tallahassee,
Florida
American Institute of Certified
Planners (AICP) #013237
LEED Accredited Professional - Building Design and Construction #10282703
PROFESSIONAL ASSOCIATIONS
American Institute of Certified
Planners
American Planning Association
(APA)
Mr. Serna has over 30 years of experience in land planning consultation for public and private
sector clients. Mr. Serna is the Planning Director at CGA and is responsible for the planning
operations of the Tampa Bay office. He provides planning services to local governments
including site plan and permit reviews; land development code and comprehensive plan
updates; preparing neighborhood and special area plans; reviewing and preparing staff
recommendations on applications for rezoning, plan amendments, site plans, development
agreements, special exceptions, and variances. He also provides planning consultant services
to private clients, including site feasibility and entitlement studies;, preparation of land use
amendments and rezoning applications, and consultation on special exceptions, variances,
and other development applications.
LUIS N. SERNA, AICP, LEED AP BD+C
Director of Planning | Tampa Bay Office
Town of Belleair Planning Services
Providing ongoing planning services,
including responding to general zoning and
development inquiries, coordinating with
city staff on code interpretation questions, and recommending changes to the
comprehensive plan and land development
regulations as needed. Preparation of
comprehensive plan and code amendments
to address sea level rise and other needed
updates for consistency with State law and the Pinellas County mobility plan.
Belleair, FL
City of North Port Planning Services
Preparation of analysis and update to the
City’s Unified Land Development Code, including revising for consistency with the City’s Comprehensive Plan and other
regulatory plans and documents, and
updating for consistency with State and
Federal regulations.
North Port, FL
Sarasota County Planning Services
Preparation of a Unified Development
Code (UDC) that combined and updated
the County’s Land Development Code and
Zoning regulations. The project included
incorporating existing technical manuals and regulatory provisions from the County’s
Comprehensive Plan into new UDC, and
updating for consistency with State and
Federal regulations.
Sarasota County, FL
Town of Longboat Key Planning ServicesPreparation of analysis and update to
the Town’s zoning code and preparation
ordinance addressing redevelopment of
nonconforming properties
Long Boat Key, FL
Wakulla County Department of Planning &
Community Development
Responsible for the daily operation of the
Planning and Community Development
Department.Crawfordville, FL
City of Tarpon Springs Planning Services
Providing ongoing planning services,
including staff to City boards and reviewing
and preparing recommendations on site
plans and plan amendments. Preparation of comprehensive plan and code amendments to address sea level rise and other needed
updates for consistency with State law and
the Pinellas County mobility plan.
Tarpon Springs, FL
City of Madeira Beach Planning ServicesProviding ongoing planning services,
including reviewing and processing
application submittals to the Planning
and Zoning Department, responding
to general zoning and development inquiries, coordinating with city staff on code interpretation questions,
presenting applications to review boards,
and recommending changes to the
comprehensive plan and land development
regulations as needed.Madeira Beach, FL
City of Belleair Bluffs Planning Services
Providing ongoing planning services and
preparing an amendment to the City’s Land
Development Code to allow the development
of townhouses in certain districts.Belleair Bluffs, FL
RELEVANT EXPERIENCE
Page 559 of 782
YEARS WITH THE FIRM
4
YEARS OF EXPERIENCE
26
EDUCATION
Master in Urban Planning (MURP)
Virgina Commonwealth University,
Richmond, VA
BS, Geography and History,
University of Massachusetts, Boston,
MA
CERTIFICATIONS AND LICENSES
American Institute of Certified Planners #015985
PROFESSIONAL ASSOCIATIONS
American Planning Association
Broward American Planning Association
Member - School Board of Broward
County Staff Working Group
ICS - National Incident Management
Systems (NIMS) Certifications: ICS 100, 200, 300, 400, 700, 800
Mr. Hickey leads the Fort Lauderdale planning office and has over 26 years of planning
experience in municipal as well as county government. He has experience in comprehensive
planning, site development reviews, architectural review, zoning code amendments,
comprehensive plan amendments, form-based codes, redevelopment, data and analysis, and
Geographic Information Systems (GIS). Mr. Hickey works with a number of communities on
large-scale projects to provide technical planning expertise on how to allow for development
while balancing the needs of the existing community. He also works as the City/Town planner
for a number of municipalities.
JAMES “JIM” P. HICKEY, AICP
Director of Planning
Report rezoning of a diverse mixed-use
area and two land use plan amendments
to establish density requirements, increase
density, and expand the City’s mixed-use
land use districtsWilton Manors, FL
City Planner - City of West Park
Completed an adoption of regulations
to rezone the City’s expanded Transit-
Oriented Corridor (TOC), including public involvement, preparation of code language, and presentations to the Planning and Zoning
Advisory Committee as well as the City
Commission. This project included public
engagement and dealt with many issues
facing the City, including disinvestment, redevelopment opportunities as well as concerns with gentrification
West Park, FL
City Consultant - City of Margate
Currently working with the City on an update
to substantial portions of the City’s Code. The City has not completed a thorough
review of the Code in over 30 years, and the
proposed changes will provide a modern,
unified land development code that is clear,
concise, and easily understood by City
residentsMargate, FL
Development Services Director - Weston
Provides ongoing planning assistance for
the City of Weston including site plan review
and preparation of reports and analysis for
the City Commission. Serves as the City’s appointee on the School Board of Broward County’s Staff Working Group
Weston, FL
Planning Director - Lighthouse Point
Working with the City and a potential developer on the redevelopment of Lighthouse Point Yacht Club, which
will include establishing a mixed-use
development on the existing site. This
project includes a comprehensive plan map
amendment and text amendments, rezoning of the property, establishing a new zoning district, site plan review, and a developer’s
agreement
Lighthouse Point, FL
Project Manager - City of Pompano Beach
Works with the City on the review of large-scale Planned Development applications,
providing technical review and analysis as
well as review of the accompanying site plan
applications. Also writes staff reports and
presents these applications to the Planning
and Zoning Board as well as the City Commission
Pompano Beach, FL
Planning Consultant - City of Wilton Manors
Recently completed the City’s Urban Form
and Density Report, which establishes where and how future redevelopment should occur. Current projects include drafting regulations
needed to implement the Form and Density
RELEVANT EXPERIENCE
Page 560 of 782
YEARS WITH THE FIRM
7
YEARS OF EXPERIENCE
37
EDUCATION
MBA, Barry University
BS, Geography (Urban Planning), Pennsylvania State University
CERTIFICATIONS AND LICENSES
American Institute of Certified Planners #015953
American Planning Association
#116051
PROFESSIONAL ASSOCIATIONS
City of Miami Beach Design Review Board (Former Vice Chair)
Miami-Dade County Transportation
Aesthetics Review Committee
(Chair)
Miami-Dade County Planners
Technical Committee (Former Chair)
Citizens’ Oversight Committee for
Public School Facility Planning in Miami-Dade County (Member)
Staff Working Group for Public
School Facility Planning in Miami-
Dade County (Member)
American Planning Association -
Florida Chapter (FAPA) Legislative
Policy Committee (Member) and
Gold Coast Section Board Member)
Mr. David brings expertise acquired over many years with both private and public planning
organizations. Having formerly worked with the Miami-Dade County Planning Department, the
Office of the County Manager, and Miami-Dade Public Schools, he specializes in both current
and long-range planning and development issues. He has extensive experience working with
local, regional, and state agencies and is committed to providing government clients with
the expertise and assistance needed to achieve local planning and development goals while
meeting regional and state planning requirements. During his tenure as a consultant, Mr. David
has had the privilege of assisting Miami-Dade County and 30 of the County’s 34 municipal
governments in planning and zoning matters, development projects, and special projects, and
has worked in other communities in Central and South Florida. Mr. David also has a reputation
for building intergovernmental partnerships. He has also served as the Interim Community
Development Director for the Town of Cutler Bay (April 2020 - November 2021) and as Zoning
Administrator for the City of North Miami (March 2016 - October 2016), where he was staff to
the Board of Adjustment.
ALEX DAVID, AICP
Director of Miami-Dade Office | Planning
Indian Creek Village Planner
Rewrote the Village Comprehensive Plan
and Land Development Regulations, on-call
planner
Indian Creek Village, FL
Comprehensive Plans and UpdatesAssisted in authoring numerous plans and/or
subsequent amendments and updates
FL
Zoning, Land Development and Reviews
Assisted in authoring numerous codes and amendments, reviewing large- and small-
scale development projects
FL
General Planning Services
Assists the City Attorney and Zoning Official with development reviews and special planning and zoning related tasks
Hialeah, FL
Land Development Regulations and General
Planning
Assisted with preparing of the Village’s first
Land Development Regulations and on-call planning services
Indiantown, FL
Annexation Studies
Authored numerous Annexation Studies for
municipalities wishing to expand municipal boundariesFL
General Planning & Zoning
Assisted in the review of proposed large-
scale developmentsSouth Miami, FL
General Planning Services
Assisted in the preparation of the Town’s first
Land Development Regulations and Growth
Management Plan, and provided on-call development review services. Also served as Interim Community Development Director.
Cutler Bay, FL
Miami-Dade County SMART Plan - Miami-
Dade County TPO
Project Manager - completed the South
Dade Transitway Corridor Land Use Scenario and Visioning Planning StudyMiami-Dade County, FL
Miami-Dade County Attorney’s Office -
Miami-Dade County
Land Use Planner / Expert Witness -
services performed included preparation for depositions and court appearancesMiami-Dade County, FL
FDOT D 6
Land Use Planner / Expert Witness - services
performed included expert witness and
litigation support servicesMiami-Dade County, FL
Eminent Domain
Evaluated properties with respect to cost,
environmental, safety, long-range planning,
and alternative locationsHomestead and Bal Harbour Village, FL
Florida Power & Light
Planning, Zoning, and Expert Witness -
services performed included acquiring the
necessary approvals for a proposed LNG
facilityHomestead, FL
RELEVANT EXPERIENCE
Page 561 of 782
YEARS WITH THE FIRM
5
YEARS OF EXPERIENCE
30
EDUCATION
MA, Urban Planning, University of
Kansas (1993)
BA, Architectural Studies, University
of Kansas (1991)
CERTIFICATIONS AND LICENSES
American Institute of Certified
Planners (AICP) #087875
LEED Accredited Professional (Legacy)
PROFESSIONAL ASSOCIATIONS
American Planning Association
(APA)
U.S. Green Building Council
(USGBC)
HONORS
Fellow of the American Institute of
Certified Planners (AICP), Class of
2020
Distinguished Alumna, University of
Kansas School of Architecture and
Design, Class of 2017
LEADERSHIP
APA Board of Directors, Director at Large 2022 - Present
AICP Commissioner, Region III
(2016 - 2020)
Mr. Vargas is a professional planner with vast experience throughout the U.S. and abroad. After
starting as a public sector planner in the Florida Keys, Silvia’s subsequent private practice
spans planning projects at every scale in urban, suburban, and rural contexts. She has directed
numerous region-wide, county, and municipal comprehensive plans, many of which have
received national or state awards for planning excellence from APA and other professional
organizations. Mr. Vargas has also led community visioning processes, parks and open space
plans, regulatory codes and design standards, university campus master plans, community
revitalization processes, and placemaking initiatives. She is a skilled Project Manager and an
imaginative, dynamic facilitator and storyteller specializing in designing and executing creative
public engagement processes. Her background and experience give her great competence and
sensitivity toward the challenges of collaborating with diverse stakeholders in the planning
process.
SILVIA E. VARGAS, FAICP, LEED AP
Planner
Urban Form and Density Study
Conceptualized the public engagement
activities for this CGA study, which examined Wilton Manors for the potential to accommodate additional density in select
parts of the City with appropriate form
recommendations to maintain compatibility
and protect existing single-family residential
neighborhoodsWilton Manors, FL
Zoning Code Update
Developed the public outreach and
engagement plan for this CGA project, which
involves updating the City’s 50-year-old
Zoning CodePembroke Pines, FL
PlanIT, Pompano!
Designed and executed the public
engagement strategy for the City of Pompano
Beach’s recent Comprehensive Plan UpdatePompano Beach, FL
Transit-Oriented Development District
(TODD)
Led the preparation of an amendment
to modernize the City of South Miami’s
TODD zoning district, including testing the
proposed amendments through massing studies
South Miami, FL
Land Use Plan, Major Street Plan and
Ordinances Update
Assisted the City of Mobile in updating the
City’s Future Land Use Plan and Major Street PlanMobile, AL
Future City: NoMi Beyond the Centennial
The Future City planning process celebrates the City of North Miami’s first 100 years
while seeking to prepare the City for its
next centennial. The plan update focuses
on community health and wellness,
climate response and resilience, housing affordability, and technology infrastructure and access. The document is dynamic, user-
friendly, and visually rich.
North Miami, FL
Future Land Use Element (FLUE) and Future Land Use Map (FLUM) Update
Led a public participation-driven process
to correct severe inconsistencies identified
in the Miami Shores Village’s FLUE and FLUM and to update the FLUE in preparation for a Comprehensive Plan Evaluation and
Appraisal Review (EAR) process.
Miami Shores, FL
North Bay Village Planning Services
Serves as the Village’s Planning and Zoning Official, providing day-to-day planning and zoning service, as well as well as leading
special assignments such as an annexation
study or an EAR-based Comprehensive Plan
process.
North Bay Village, FL
Town Center North Overlay Re-Visioning
Led the execution of a values-driven public
engagement re-visioning project for the City
Sunny Isles Beach, FL
Indiantown Land Development CodeDeveloped and implemented the public outreach and information program for CGA-
led Land Development Code preparation
process - the Village’s first
Indiantown, FL
RELEVANT EXPERIENCE
Page 562 of 782
YEARS WITH THE FIRM
< 1 year
YEARS OF EXPERIENCE
11
EDUCATION
MA, Urban Planning, University of
California, Los Angeles
BA, Geography, University of
California, Santa Barbara
CERTIFICATIONS AND LICENSES
American Institute of Certified
Planners No. 028501
PROFESSIONAL ASSOCIATIONS
American Planning Association
Urban Land Institute
Mr. Dixon recently joined CGA’s Planning Department after 11 years of practicing planning
across the US and Canada. His experience includes comprehensive planning, redevelopment
planning, urban design, site planning, land use code updates, development review, and
neighborhood/sub-area planning, also contributing a specialty in Geographic Information
Systems (GIS). Mr. Dixon has provided planning services for municipalities, counties, states/
provinces, and the federal government as well as for the private sector as an urban planning
consultant.
DAVID “DAVE” DIXON, AICP
Planner
commercial development impacts to their
small town character. Provided on-call
zoning administration and long-range
comprehensive planning for two neighboring
counties whose goals were to alleviate the impacts of population growth
Carbon and Stillwater Counties, MT
Master Plan Update
After nearly 20 years without an update,
Routt County--home to the growing City of Steamboat Springs--overhauled its comprehensive plan to prepare for rapid
growth. A land use code update followed
to install tools for mitigating impacts to the
pastoral mountain community
Routt County, CO
Subarea Plan and Design Guidelines
Project Manager on a 300-acre mixed-use
development, including site and architectural
design standards
Meridian, ID
West Downtown Neighborhood PlanLead Planner to create a redevelopment
vision for a rapidly urbanizing neighborhood
adjacent to Downtown Boise, including
streetscape typologies, design guidance, and
implementation through pedestrian-oriented land use code updatesBoise, ID
Shoreline District Urban Framework
Contracted to complete an urban renewal
and reinvestment framework for a 200-acre
emerging mixed-use district designed to extend downtown Boise, establish a mixed
employment base, and diversify the urban
housing stock
Boise, ID
Comprehensive Plan EAR and Update
Updating the City’s long-range plan to
refresh the community’s vision and values.
The plan will balance neighborhood health
with industry and environmental resiliency, all informed by a broad community
engagement plan
Riviera Beach, FL
Miami Neighborhood Comprehensive Plan
and EAR
Updating the goals, objectives, and policies for the citywide plan for growth and redevelopment for a 10-year planning
horizon
Miami, FL Comprehensive Plan Update
Project Manager on an update to the
County’s comprehensive plan that was the culmination of 53 community engagement
events, resulting in future land use maps
for areas surrounding three municipalities,
transportation improvements, and an
infrastructure assessment and updated
infrastructureChaffee County, CO
Comprehensive Plan Update
Project Manager on an update to a town’s
2013 long-range plan with a focus on
housing affordability, preservation of a historic 19th century Main Street business district, advancement of climate action
initiatives, and light industrial district
redevelopment
Carbondale, CO
County PlannerCreated and implemented new development
regulations to mitigate industrial and
RELEVANT EXPERIENCE
Page 563 of 782
YEARS WITH THE FIRM
< 1
YEARS OF EXPERIENCE
16
EDUCATION
BA, American Studies: the Built
Environment and Urban & Regional
Planning, The George Washington
University, Washington, D.C.
CERTIFICATIONS AND LICENSES
American Institute of Certified Planners (AICP) #32840
PROFESSIONAL ASSOCIATIONS
American Planning Association -
Florida Chapter / Intergovernmental
Chapter
LGBTQ Congressional Staff
Association, Member, 2017 - 2018
Board of Directors, City of Glen Cove
Community Development Agency,
2009 - 2012
Mr. Long has over 16 years of experience in Planning and Government Relations. He has
experience ranging from Public Outreach and Intergovernmental Affairs, to Comprehensive
Planning and Development, Land-Use Regulation, and Shared Services Initiatives. As an
advisor to elected officials, he has developed and implemented policies such as green
energy initiatives, infrastructure improvements, downtown revitalization, sustainable growth,
community development, and neighborhood preservation. Working as a political consultant,
he has experience with all levels of government, navigating bureaucracies and building
out new processes and initiatives. He assisted with 2020 Census outreach coordination,
comprehensive plan updates, zoning code development, hazard mitigation planning, energy
efficiency programs, and local/regional transportation mobility.
GRAHAM E. LONG, AICP
Planner
Shared Services Program Manager — Office
of the County Executive
Advisor on inter-municipal Shared
Services initiatives, including green energy
development and infrastructure revitalization,
creating streamlined project implementation strategies. Responsible for planning and
executing the public and inter-governmental
process to create a county-wide Shared
Services Plan.
Nassau County, NY
Legislative Assistant - U.S. House of
RepresentativesLegislative assistance, policy development,
research & analysis for Transportation and
Infrastructure, Housing, Tourism, LGBTQ
issues, and Small Business. Co-contributor
to Problem Solver’s Caucus infrastructure task-force report: Rebuilding America’s Infrastructure
Washington, D.C.
Independent Political Consultant
Multiple political campaigns as Campaign
Manager for national and local offices. Responsibilities included messaging and
speech writing, media relations, outreach
plans, developing campaign materials,
planning events and campaign strategies.
NY and CA
General Planning Services — :
Provides general services, research and
analysis, as well as procedural assistance
related to plan review, inspections, zoning
review, and permitting applications.Deerfield Beach, Oakland Park, and Hillsboro Beach, FL
Comprehensive Planning and Zoning Code
Revisions
Develop zoning regulations and
modifications, providing recommendations, best practices, procedural streamlining, and code reorganization. Provide updates for
Comprehensive Plans, including research
and analysis, outreach efforts, assistance
with GIS projects and mapping, annexation
plans, land-use, and density issues.North Miami Beach, North Miami, and Margate, FL
Planner II & Community Visioning Program
Manager – Nassau County Planning
Commission
Land-use regulation and analysis for
individual and comprehensive planning/
development projects and the County Master Plan. Served as the manager of the
County Community Visioning and Downtown
Revitalization initiatives, involving policy
development, event planning, community
outreach, consensus- building, and several
public conferences.Mineola, NY
RELEVANT EXPERIENCE
Page 564 of 782
YEARS WITH THE FIRM
20+
YEARS OF EXPERIENCE
23
EDUCATION
MA, Landscape Architecture Florida
International University (FIU) School
of Architecture Miami, Florida
BA, Architectural Studies Florida
International University (FIU) School
of Architecture Miami, Florida
CERTIFICATIONS AND LICENSES
Registered Professional Landscape Architect, Florida #LA6667663
PROFESSIONAL ASSOCIATIONS
American Society of Landscape
Architects
The Underline - Design Advisory Committee Co-Chair
Mr. Feoli leads the Landscape Department in creative design strategies for urban environments
with specialties including urban design, contextual analysis, and branding. He has experience
in coordinating design implementation within built-out urban environments, public outreach,
and report preparation, where he will lead the effort in the creation of a graphically-rich,
easily legible report. His experience has encompassed a wide array of project-types, and
his strengths lie in client responsiveness, project organization, public outreach, connectivity
plans, streetscapes and urban interventions, park design, and form-based urban designs and
planning strategies.
GIANNO FEOLI, PLA, ASLA
Director, Landscape Urbanism and Design
Rolling Oaks Park
Passive park design with trails and custom
signage
Miami Gardens, FL
Dania Cove ParkWaterfront passive park with shoreline
stabilization, lawn areas, boardwalk and
educational signage
Oakland Park, FL
Harbor Isles Dog ParkDog park and bio-swale passive drainage
elements
North Bay Village, FL
530 Crandon Blvd Civic Park
Passive park with custom artwork and specialty design treatmentsLocation
Built & Urban Form Study
Development standards study to promote
redevelopment and public outreach
Wilton Manors, FL
City-wide Urban Forestry Master Plan
Urban forestry master plan and inter-
departmental implementation tool-kit
Miami Beach, FL
Gateway FeaturesEntry feature sculptural element design and
permitting with FDOT-D6
Doral, FL
Corridor Zoning & Redevelopment Study
Form-based code zoning for redevelopment areas with a focus on embedding good design articulation requirements as an
incentive-based program
Doral, FL
Doral Boulevard Beautification Master Plan
Streetscape master plan and frontage zoning
recommendations
Doral, FL
North Beach Oceanside Park30-acre beachfront park design
Miami Beach, FL
Lloyds Estate Resiliency Project
Drainage improvements with environmental education componentsOakland Park, FL
Middle Beach Recreational Corridor - PH 2
New 2-miles of multi-use trail on state-
owned lands
Miami Beach, FL
Middle Beach Recreational Corridor - PH 3
Replacement of wooden boardwalk with a
multi-use trail on state-owned lands
Miami Beach, FL
Oakland Park StationEvent plaza design in the Culinary DistrictOakland Park, FL
98th Street Park
Community park with playgrounds,
restrooms and synthetic turf areasBay Harbor Islands, FL
92nd Street Park
Community park with flexible lawn, parking
and a dog park
Bay Harbor Islands, FL
Beachwalk Master PlanMulti-use trail design on state-owned lands
Surfside, FL
RELEVANT EXPERIENCE
Page 565 of 782
Walton County, FL | RFP NO: 23-13 | Planning Consultant Services | 29
Susan
Trevarthen
PARTNER, CHAIR OF PUBLIC
SECTOR LAND USE AND
ZONING PRACTICE GROUP
FT. LAUDERDALE
(954) 763-4242
STREVARTHEN@WSH-LAW.COM
As a F lo rida B ar Board C ertified attorne y in C i ty, Co unty and Local Gove rnm ent Law wit h a
Mas ter’s de gre e in pl anning, Su san Tr evarthen has an i n-d ep th a nd spec i aliz ed know le dge of the
cha llenges face d by loc al go vernme n t clients in the c omple x ar eas o f land use, pla n n i ng and
zoning. Her w ork include s ne got i ating development agr eem ent s and approval s, d rafting
munic i pal c od es and plan s, de f end in g cha llenge s t o mu n i cipal re gula tio ns a n d dec i sio ns,
handling pub lic h earing s and advo ca ting f or municip alit i es on le g i sla tiv e issues in he r f i el d.
Susa n is al so a trusted advisor to el ected official s, municip al st aff, m anage rs and at torneys o n
new and ev ol ving municip a l is sues s u ch as me dic al mar i juana and l oss of co n tr ol over r ights of
way as ride-shar i ng se rv i ces a n d e-sco oter c ompa n i es com pe te for use. She al so serv es as the
lead municip a l atto rney for two coastal co mmunitie s i n Miami-D ade a n d Br owar d C ounties .
S us an’s p ractice i n clud es cons tit ut i ona l law is su es such as r egu latory taking c ases a n d lan d use
and zon i n g d ecis i ons tha t r aise Fir st Amendm ent issu es , including s i gn codes, adult use and
rel igious re gula tio ns, Be rt J. Ha rr i s Act claims , com prehensive p lan ch all enges and petitio n s f or
w rit s of c ertiora ri.
S us an was instrume n tal in helping to d ev el op the field of schoo l conc ur renc y policy a n d law in
Flor ida, a n d has repres ented lo ca l g ov ernm ent s and sc hool b oa rds ac ro ss the state o n sc ho ol
planning, facilities i ss ues and m andato ry sc ho ol con currency.
Susa n is a m ember o f t h e Co llege o f Fell ows o f t he A merican In st i tu te of C er tified Pl anne rs and
has held lead er ship p ositions in The Fl ori da Bar’s Sec tion for Environmenta l a n d Land U se Law
and S ection f or City, Co unt y and Local G overnm ent Law. Sh e i s the cha irper so n of the Bo a rd o f
D i re cto rs of 1 0 0 0 F riends of Florida. She spe aks and publis hes frequent ly on pla n n i ng , zoning
a n d land use issues a n d has been a reg ul a r gues t lec tu rer at the University of Miami School of
L aw , St . T homas Univer sit y Schoo l of Law a nd F lo rida Atl antic Univ ersity S ch ool of Urban
Planning.
WSH-L AW.COM | STREVA RTHE N@W SH-LA W.COM | 954-7 6 3-4242
Page 566 of 782
licenses And certificAtions
The certificates and licenses for CGA as a firm and staff are provided below and continue on the page that follows.
1/21/2021 AICP Certified - Acclaim
https://www.youracclaim.com/badges/511ec4b2-7ac7-4bb6-adfb-a46df3b17e02 1/2
This badge was issued to Graham Long on 8 December 2020.
Verify
AICP Certied
Issued by American Institute of Certied Planners (AICP)
Type:Certi�cation Level:Intermediate
Additional Details
Skills
Demographics And Economic Analysis Diversity Practices
AICP-certi�ed planners have a high level of expertise, knowledge,
and ethical commitment to best serve communities. They have deep
planning knowledge and signi�cant professional achievements,
including demonstrating responsibility and resourcefulness while
applying a planning process, evaluating multiple impacts to a
community, and in�uencing public decision making in the public
interest. They pledge to uphold ethical standards of practice and
continuously pursue professional education.
Sign In
10282703-AP-BD+C
CREDENTIAL ID
26 OCT 2009
ISSUED
23 OCT 2023
VALID THROUGH
GREEN BUSINESS CERTIFICATION INC. CERTIFIES THAT
Luis Serna
HAS ATTAINED THE DESIGNATION OF
LEED AP® Building Design + Construction
by demonstrating the knowledge and understanding of
green building practices and principles needed to
support the use of the LEED ® green building program.
MAHESH RAMANUJAM
PRESIDENT & CEO, U.S. GREEN BUILDING COUNCIL
PRESIDENT & CEO, GREEN BUSINESS CERTIFICATION INC.
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 17Page 567 of 782
Melanie S. Griffin, SecretaryRon DeSantis, Governor
STATE OF FLORIDA
DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION
BOARD OF LANDSCAPE ARCHITECTURE
THE LANDSCAPE ARCHITECT HEREIN HAS REGISTERED UNDER THE
PROVISIONS OF CHAPTER 481, FLORIDA STATUTES
FEOLI, GIANNO
Do not alter this document in any form.
3000 CORAL WAY APT 914
LICENSE NUMBER: LA6667663
EXPIRATION DATE: NOVEMBER 30, 2025
This is your license. It is unlawful for anyone other than the licensee to use this document.
MIAMI FL 33145
Always verify licenses online at MyFloridaLicense.com
March 11, 2020
Silvia E. Vargas, AICP
6110 SW 62nd Pl
South Miami, FL 33143
Dear Silvia E. Vargas, AICP:
On behalf of the American Institute of Certified Planners, the professional institute of the
American Planning Association, we are honored to announce your election to the College of
Fellows of AICP. Please accept our congratulations on this well-deserved recognition of your
accomplishments and contributions to the planning profession. You will become a Fellow
upon your induction during the 2020 Induction Ceremony in Houston on April 26, 2020.
After your induction on April 26, you are encouraged to use FAICP after your name. As you
know, use of the FAICP designation is permitted as long as you are a member in good
standing of APA/AICP.
As you might imagine, the FAICP Selection Committee was charged with a challenging
assignment, as reviewing the nominations of so many accomplished planning professionals
is a humbling task. In completing our selection, we believe that your planning career
represents the qualities that define Fellowship within AICP. We hope that, in accepting this
honor as a member of the College of Fellows, you will continue to be actively engaged in
advancing the future of the planning profession by serving as a role model and mentor to
other planners.
As a member of the 2020 FAICP class, you are invited to be our guest at the Fellows of AICP
Induction Ceremony at the 2020 APA National Planning Conference.See attachments for
more details.
Again, congratulations on your selection as a Fellow of AICP. We look forward to seeing you
in Houston this April.
Warm regards,
Robert Olshansky, FAICP
Chair, 2020 FAICP Selection Committee
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 18Page 568 of 782
subconsultAnts
CGA will utilize one subconsultant in its Land Use Code Update for the City of Ocoee: Weiss Serota Helfman Cole + Bierman
(Weiss Serota). In many instance, it is essential that municipal code reviews, amendments, and updates take place with a strict
eye toward legal consistency, both throughout the entirety of the municipal code and with additional local and state agencies
and documents. For this imperative service, CGA will utilize Weiss Serota.
Weiss Serota is the product of innovative thinking. In
1991, their founders saw a need in the Florida legal
market for a high-end boutique firm dedicated to a
small number of integrated practice areas. More than
30 years later, they continue to outpace sophisticated
market players with focused practice groups,
teamwork, and a zealous commitment to their clients. They have grown to more than 90 lawyers who look to their Unifying
Principles to maintain an ethical and people-focused business model that puts their clients’ needs at the heart of their practice.
Weiss Serota counsels local governments on choosing their path wisely and implementing their vision. Weiss Serota can assist
with establishing and amending state-mandated comprehensive plans, small area plans, and land development regulations,
as well as reviewing and approving applications for planned unit developments, plats, site plans, and building permits. They
counsel local governments when they act as developers, either alone or in partnership with a private developer. They take pride
in their creativity, knowledge, and persistence in ensuring that their local government clients achieve the results they desire
in developing their communities. The Weiss Serota team is unique in that that have partners who are both certified planners
and board-certified municipal attorneys. It is their daily bread and butter to work seamlessly with municipal staff, boards, and
elected officials to achieve client goals. They have numerous attorneys with broad and deep experience in and dedication to
public land use and zoning matters, both transactional and litigation.
Attorney Susan Trevarthen will be the assigned staff member from Weiss Serota to assist CGA with the legal review aspects
of the City's Land Use Code Update. Ms. Trevarthen, with more than 30 years of experience, is a Partner at Weiss Serota and
Chair of Public Sector Land Use and Zoning Practice Group. Not only is she a licensed attorney with years of land use code
experience, she is also certified by the AICP and is a member of the AICP College of Fellows (FAICP).
Ms. Trevarthen received her Juris Doctorate in 1991 from the University of North Carolina, as well as a Masters in Regional
Planning from the same. For the last 32 years, she has spent her time studying and practicing at the intersection of land use
and the law and has developed a nuanced specialization in land use code development, amendments, and consistency. She
has been a trust partner of CGA on many planning and land use code projects.
She is located in Fort Lauderdale, FL, and boasts a number of special experiences, qualifications, and honors, including:
• 1000 Friends of Florida,
Member of Board of Directors,
2015-present; Legal Committee
Chair, 2019; Chairperson of
Board of Directors, 2020
• Citizens for a Scenic Florida,
Board of Directors, 2013-present
• The Florida Bar Section of
Environmental and Land Use
Law, Former Executive Council
Member
• The Florida Bar Section of City,
County and Local Government
Law, Former Executive Council Member
• American Institute of Certified
Planners, 1995-present
• American Planning Association,
1990-present
• City of Boca Raton Environmental
Advisory Board, 1994-2000
• Best Lawyers in America®,
Land Use and Zoning Law,
2023-present
• Home Rule Hero, 2021
• Florida Super Lawyers, 2006-
2019, 2023
• MDCLC President’s Municipal
Service Award, April 2017
• Martindale-Hubbell AV
Preeminent Rating
• Florida Trend’s Legal Elite, 2012
• Daily Business Review, Finalist
– Most Effective Lawyers, Public
Interest, 2010
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 19Page 569 of 782
TAB 2
Experience and References
Page 570 of 782
current And recent clients
The following table that lists our current and recent contracts in Florida for planning, zoning, land use, and regulatory code
updates. The clients highlighted in blue serve as References, with information on each provided on page 30.
client service contrAct
stArt stAtus
City of Belleview Comprehensive Plan Update 2020 Active
Land Development Code Update 2022 Active
City of Belleair Bluffs Land Use and Zoning Code Updates 2018
City of Bonita Springs Planning Services 2019 Active
City of Coral Springs Planning Services 2022 Active
City of Crystal River Planning Services 2020 Active
City of Dania Beach Planning Services 2020 Active
City of Eustis Land Development Code Update 2022
Planning Services 2020
City of Florida Planning Services 2022
City of Greenacres EAR Element Update 2022
Planning Services 2022 Active
City of Hallandale Beach Comprehensive Plan and EAR Update 2023 Active
Planning Services 2022 Active
Golden Isles Safe Neighborhood District Plan 2022
Three Islands Safe Neighborhood District Plan 2022
City of Hialeah 2019 Water Supply Plan Update 2020
City Housing Element Update 2023 Active
Workforce Housing Study 2020 Active
Recreation & Open Space Element Update 2020
City of Hialeah Gardens 2020 Annexation Report 2020
City of Largo Planning Services 2019 Active
City of Lauderdale Lakes Planning Services 2023 Active
City of Lauderhill Interim Planning Director 2021
Comprehensive Plan Update 2021
City of Leesburg Comprehensive Plan 2022
City of Lighthouse Point As-Needed Planning Director 2020 Active
Planning Services 2020 Active
Water Supply Plan 2021
City of Margate Planning Services 2021 Active
Zoning Code Update 2020
City of Miami Comprehensive Plan and EAR 2023 Active
Miscellaneous Community Planning and Urban Design Services 2021
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 21
Tab 2 - Experience and References
Page 571 of 782
client service contrAct
stArt stAtus
City of Miami Springs Planning Services 2023 Active
City of Naples Planning Services 2023 Active
City of North Lauderdale Banquet Hall and Restaurant Code Changes 2023 Active
City of North Miami Land Development Regulations Update 2023 Active
City of North Miami Beach Fulford MU/TC Review - Task 1 2022
Neighborhood Center MU/ NC Review - Task 2 2022
City of Oak Hill Parks Master Plan 2022
Planning Services 2021 Active
Waterfront Overlay District 2021
City of Oakland Park Code Update for Neighborhood Beautification 2023 Active
City of Oldsmar Comprehensive Plan Update and EAR 2022 Active
City of Opa-locka Comprehensive Plan Update and EAR 2022 Active
City of Parkland Planning Expertise and Workshops 2022 Active
City of Palm Bay Planning Services 2019
City of Pembroke Pines Health Park Amendment 2023
Land Development Regulations Update 2019
City of Pompano Beach Comprehensive Plan Update 2019 Active
Planning Services for New Residential Homes and Additions 2022
City of Riviera Beach Comprehensive Plan Update 2022 Active
City of South Miami Annexation of Area SW of City 2020
Planning Services 2020 Active
Downtown Planning Study for Hometown District Overlay 2.0 2022
Annexation Study Revision 2022
City of Sunny Isles Beach 2020 Water Supply Plan 2020
Future of the North Town Center Area and Public Engagement 2020
Planning and Zoning Services 2022
City of Tampa Planning Services 2020 Active
City of Tarpon Springs Planning Services 2019 Active
City of Treasure Island Planning Services 2019
City of Vero Beach Planning Services 2023 Active
City of Weston Planning Services 2022
City of Wilton Manors Planning Services 2023 Active
Additional 1000 Dwelling Units for TOC 2022
Article 30 Public Input and Analysis 2021
TOC East Expansion 2020
TOC Expansion - Additional Dwelling Units 2021
County of Highlands Comprehensive Plan and Land Development Code Support 2022
Planning Services 2021
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 22Page 572 of 782
client service contrAct
stArt stAtus
County of Hillsborough Master Town Planning Consulting Services 2021
Planning and Zoning Services 2020 Active
Zoning Review Services 2022 Active
County of Lee Planning Services 2019
County of Manatee Planning Services 2021
County of Pasco Planning Services 2019 Active
County of Pinellas Planning Services 2022 Active
County of St. Lucie Resilience Planning Matrix WA#8 2022
As-Needed Planning Review 2021
Comprehensive Emergency Management Plan and Strategic Plan 2021
Planning Services 2020 Active
Town of Belleair Planning Services 2017 Active
Town of Cutler Bay Planning Services 2021 Active
Town of Davie Frontier Square Plat Revisions 2021 Active
Planning Services 2022 Active
Town of Hillsboro Beach Planning Services 2021 Active
Limiting Lot Size Study 2021
Parking Study 2020
Town of Lake Hamilton Parks and Trails Master Plans 2022
Planning Services 2021 Active
Town of Lantana Planning Services - Landscape Reviews 2022
Town of Lauderdale By The Sea Planning Services 2019 Active
Town of Miami Lakes Annexation Study Area 2022
Town of Palm Beach Code Amendments 2020 Active
Town of Redington Shores Planning Services 2021 Active
Village of Biscayne Park Land Development Code Update 2021
New Comprehensive Plan Property Rights Element 2022
Comprehensive Plan Update and EAR 2022
Water Supply Facilities Work Plan Update 2022
Village of Estero Planning Services 2020 Active
Village of Indiantown Planning Services and Land Development Regulations 2020 Active
Village of Indian Creek Planning Services 2023 Active
Village of Miami Shores Comprehensive Plan FLUM Issue Review and Amendment 2022 Active
Comprehensive Plan Update and EAR 2022 Active
Village of North Bay Planning Services 2020 Active
Village of Palmetto Bay Planning Services 2021 Active
Village of Pinecrest Inspire Pinecrest Community Charrette 2021
Village of Sea Ranch Lakes Land Development Code Update 2022
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 23Page 573 of 782
stAff workloAd
Calvin, Giordano & Associates, Inc. is available to begin all services specified by the City of Ocoee in the RFQ immediately
after a decision has been made to utilize our services. CGA is also available to continue service on an ongoing and as-needed
basis for the duration of the contract. The staff identified in this proposal will be assigned to this project and will be immediately
available to the City should CGA be selected. Our company-wide project tracking system (Ajera) monitors backlog / workload
projections and available budgets on a daily basis. This system allows us to know, at any moment, our ongoing project staffing
requirements. If needed, the requirements for anticipated projects can be input to estimate the requirements of future tasks. We
are able to allocate staffing when and where needed. To enable this, our project manager has the authority to marshal resources
as needed from within the firm.
The table below demonstrates the availability of the staff members from CGA and the subconsultant Weiss Serota that we will
utilize in our Planning and Zoning Code work with the City of Ocoee:
role stAff AvAilAbility
Project Manager Luis Serna, AICP 60%
Planner James Hickey, AICP 60%
Planner Alex David, AICP 60%
Planner Silvia Vargas, FAICP 55%
Planner Dave Dixon, AICP 45%
Planner Graham Long, AICP 60%
Urban Design Gianno Feoli, PLA 60%
Legal Review
SUB: Weiss Serota Susan Trevarthen, JD, AICP 30%
The City of Oakland Park has had the pleasure of working with Calvin, Giordano & Associates, Inc. (CGA) since 2017. CGA is currently providing Planning Consultant Services for the City which includes Planning and Zoning, Transportation Engineering, Landscape Architecture, and Data Technologies Services.
Based on my experience working with this firm, I would highly recommend their services on similar-scope projects and contracts. CGA staff has been very responsive and pays attention to detail on all aspects of the task, work orders, and projects to include schedule and budget.
— Peter Schwarz, AICPDirector of Community and Economic DevelopmentCity of Oakland Park, FL
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CON
CON I95NE 6TH AVENE 62ND ST
NW 9TH AVEN ANDREWS AVEW COMMERCIAL BLVD
W PROSPECT RD
W OAKLAND PARK BLVD NW 31ST AVEW CYPRESS CREEK RD
NE 18TH AVENW 21ST AVEE COMMERCIAL BLVD
NE 56TH ST
FLORANADA RD
W IL T O N D R
NE 26TH ST
E PROSPECT RD
N DIXIE HWYNW 62ND ST
NE 16TH AVEN FEDERAL HWYNE 15TH AVEE OAKLAND PARK BLVD
NW 44TH ST
NW 53RD ST
NW 21ST AVENW 44TH ST I95N FEDERAL HWYW OAKLAND PARK BLVD
NW 31ST AVEI95NW 31ST AVEN FEDERAL HWYNW 44TH ST
NE 6TH AVENE 26TH ST N DIXIE HWYN DIXIE H
WYN DIXIE HWYN ANDREWS AVEE OAKLAND PARK BLVD
W PROSPECT RD
I95N DIXIE HWYNW 21ST AVENE 56TH ST
I95NW 9TH AVEN FEDERAL HWYNW 44TH ST
Ü02,100 4,2001,050 Feet
1 inch = 600 feet
CITY OF OAKLAND PARK
BROWARD COUNTY, FLORIDA
FUTURE LAND USE
Legend
Land Use Category
City Boundary
Commercial (C)
Community Facilities (CF)
Conservation (CON)
Industrial (I)
Low Density Residential (L5) (up to 5DU/Ac)
Low-Medium Density Residential (LM) (up to 10 DU/Ac)
Medium Density Residential (M) (up to 16 DU/Ac)
Medium-High Density Residential (MH) (up to 25 DU/Ac)
Parks/Recreation (P/R)
Transportation (T)
Utilities (U)
Water (W)
Community Redevelopment Area (CRA)Local Activity Center (LAC)
Irregular DensityDU/Ac
Note: Road Rights-of-way except I-95 (Tranportation designated) derives its land use designations fromabutting land uses, up to the right-of-way centerline.
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 24Page 574 of 782
completed projects nArrAtives
The CGA team is committed to serve the City of Ocoee and to delivering task work order assignments on-time and within budget.
CGA and our subconsultant, Weiss Serota, have availability to fully perform the Planning and Land Use Code services the City
needs. Our team of professionals has been specifically selected based on experience, past performance, and demonstrable
track record of completing tasks needed within budget and on time.
Within Budget
CGA utilizes many tools to help keep the projects and tasks we work on with
clients within budget. The vast majority of planning projects we have worked on
across Florida have been delivered within budget. We stand by our track record
of success, including budgets, with any of the clients listed as references on
page 30.
An example of within-budget project delivery from CGA is our work with Miami-
Dade County on its South Corridor SMART Plan. CGA was selected to be
one of the General Planning Consultants for the Strategic Miami Area Rapid
Transit (SMART) Plan for Miami-Dade County. Of the six rapid transit corridors
identified by the County, CGA was responsible for the South Dade Transitway
Corridor Study, which extends approximately 20 miles from the Dadeland
South Metrorail Station south to Florida City. CGA provided professional traffic
engineering, transportation planning, transit planning, and design services to
supplement the Miami Dade TPO’s efforts in conducting the transportation
planning process for the SMART Plan. CGA assisted with developing a Land
Use Scenario Plan, conducted transit planning, transportation-related technical
activities; charrettes; 3D modeling; and, public outreach. One of the primary
goals of these services was to develop transit-supportive land use scenarios
with the ultimate goal of addressing the overall mobility of Miami-Dade County.
This large-scale, multi-modal project involved multiple variables and
considerations, with the design build contract value being over $350 million.
CGA's work helped oversee and keep the project budget on track.
Project
Management
Structure
Management
Controls
Project Management Structure: Our project management approach assigns
communication between the City and the consultant team, coordination of
the process, and responsibility for quality control of the work to a two-person
project management unit at CGA, consisting of Luis Serna, AICP, Project
Manager, and Jim Hickey, AICP. On an assignment-by-assignment basis, Luis
and Jim will be the point of contact for the City’s own project management
team and the CGA team members. With decades of public and private sector
planning experience in Florida, Luis is the Director of Planning for CGA’s Tampa
Bay Office, specializing in both current and long-range planning, including
comprehensive plans, land development regulations, and site development
reviews. Planner Jim Hickey is a renowned planning practitioner who, for more
than 25 years, has been leading and crafting multi-scale planning projects,
including land use code updates, in communities throughout Florida. These
team members are leaders in project management knowledge, and budget
control, with an unparalleled understanding of local needs, planning processes,
and municipal visioning.
Management Controls: CGA has a proven record of meeting project budget
goals. We utilize the Ajera accounting platform to manage the full project life-
cycle of each project or work order. As one of our project management tools,
the system controls all aspects of the project, including accounting, project
management, and resource utilization in real-time. This system keeps a “live”
accounting of all our project budgets, earned to date, work in progress, and
estimates to complete, and is consistently tracked and utilized.
CGA's work
on the
Strategic
Miami Area
Rapid Transit
(SMART) Plan
for Miami-
Dade County.
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 25Page 575 of 782
On Time
CGA knows the value that completing projects on time provides to a municipality and its residents. While this is most directly
pertinent to visible public works projects, it is equally important for municipal planning. With the population growth of cities
across Florida, intelligent urban planning and land-use code updating take on increasing urgency. It is imperative that a
municipality consider the impacts of an increased population on its services and infrastructure and begin thinking about
organizing that increase as expeditiously as possible.
As with budget control, CGA also utilizes tools to keep projects moving, whether a tight turnaround time or a long-term project
with measurable benchmarks required along the way. The staff chosen for this project were chosen for their expertise and
availability. They have the capacity to deliver the services that the City of Ocoee need on the timetable needed. Further, given
the large bench of qualified and experienced talent that we have, we are able to adjust levels of staffing to deliver expertise
when and where it is needed most.
An example of on time project delivery from CGA is the City of North Miami. CGA
was retained to lead an EAR-based amendment process for the City of North
Miami and began work on the update in March 2022. As the City of North Miami
prepared to celebrate its first 100 years of history in 2026, the community had an
unparalleled opportunity to plan for “NoMi Beyond the Centennial”—to plan for a
Future City. The Future City Comprehensive Plan sought to honor North Miami’s
past accomplishments while positioning the City to steer its future boldly but
wisely. The Future City Comprehensive Plan envisioned North Miami as a model
for sustainable, resilient, equitable, innovative, functional, and enjoyable urban
living within the region.
CGA faced time constraints to complete this EAR-based Comprehensive Plan Update, as the last update was in 2015, and per
State requirements, the Plan is to be updated every seven years. Not only did the Plan need to adhere to new, additional State
requirements, but it also needed to speak to shifts in local conditions and addresses four priority areas: community health
and well-being, housing affordability, technology infrastructure and access, and climate change response. CGA’s planning
process included robust and innovative forms of public engagement to help produce a community-driven, streamlined, well-
organized, and visually rich Comprehensive Plan document—one with improved accessibility, general user-friendliness, and
implementability thanks to a clear action agenda.
Our team coordinated closely with the City and worked quickly to produce a thoughtful, considered, and compliant Update that
sets the City up well for its next 100 years. We are truly proud of our work on the project, especially given the City's timeline
and unique community factors.
Manpower, Allocation of Resources and Scheduling: The CGA team
is committed to meeting the schedule and budget requirements on all
assignments and providing the most qualified and dependable staff to
carry out the work required under this contract to render the highest quality
outcomes. Our project management system allows the CGA team to create a
staffing plan months out to easily visualize and manage fluctuating workloads,
ensuring that the project is appropriately staffed to carry out assignments in
a timely and satisfactory fashion. The CGA leadership team will also use this
tool to track project milestones and objectives, performance, project costs,
and billing information for billing accuracy.
Timely Completion of Projects: Project progress will be reviewed regularly
basis (at least monthly, but more frequently if needed), both with internal
and external members of the team, to ensure that we are meeting the project
schedule and budget as initially approved. In addition, Luis will report to
the City’s management team on the project's progress during regularly
scheduled project meetings. These meetings will always review adherence
to the project timeline, quality control, budget, and focus on the resolution of
any project-related items.
Manpower, Allocation
of Resources and
Scheduling
Timely Completion
of Projects
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 26Page 576 of 782
Added vAlue
Choose any of the clients CGA has assisted for their long-term planning, master plans, land uses, and code updates, and the
municipality is likely to find clear added value on any number of measures, from our staff friendliness to their deep knowledge
and efficient service delivery. With the pages immediately preceding showcasing two examples of our budget and schedule
control, we have chosen two other projects to highlight additional areas where we have added value to our planning clients.
City of Pembroke Pines
The City of Pembroke Pines Land Development Code was originally adopted in
1969—50 years old when CGA was retained to provide a comprehensive update.
Many sections of the Code had been amended over the years—in some cases,
multiple times. Because the amendments were done piecemeal, it resulted in a
Code that was sometimes internally inconsistent, difficult to navigate, and overly
complex. There are parts of the Code that also lacked consistency with the
Comprehensive Plan and other relevant City and State documents.
The City has hired CGA to perform
a major “housecleaning,” mainly
targeted at updating, reorganizing,
and simplifying the Code to make it more user-friendly. This effort involved
providing clarification of existing language, removing conflicts between different
sections, consolidating duplicate sections, adding graphics, and introducing more
current planning principles reflective of best zoning practices.
The Land Development Code update process included collecting direct input
from various community stakeholders and “power Code users” (contractors,
developers, builders, and other high-use individuals) about issues and concerns related to the Code and solicitations of ideas
from the community about improvements they would like to see introduced in the Code. CGA is able to delicately balance
critical parts of a complete land use code update: the integration of fresh input, the sharpening of fragmented and inconsistent
language, and the creation of a solid and sustainable basis for the City's future.
City of Wilton Manors
One major aspect of current land use code updates in Florida is helping our clients
prepare for impacts of climate change. While this is critically important, it still must
be balanced against enabling a city to continue to grow, as well as preserving its
unique character and community attributes. The City of Wilton Manors was an
excellent example of CGA being able
to successfully manage such a task.
CGA was retained by the City of
Wilton Manors to update their
Comprehensive Plan in light of its
Evaluation and Appraisal Report amendments. The amendments focused on
meshing environmental sustainability with economic sustainability and community
preservation. The Comprehensive Plan was updated to reflect the policies borne
out of these goals.
The completion of the Update was not the end of CGA's work with the City. Due to the complex and evolving nature of land use
development, the City's goals, and environmental conditions, CGA still assists the City develop in an intelligent and strategic
manner. This long-term relationship brings many advantages to the City, and is a relationship we aim to build with all our clients.
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 27Page 577 of 782
SERVICE LINES
Building Code Services
Civil Engineering/Roadway and Highway Design
Coastal Engineering
Code Compliance
Construction Engineering and Inspection (CEI)
Construction Services
Data Technologies and Development
Electrical Engineering
Environmental Services
Facilities Management
Grant Management & Writing
Geographic Information Systems (GIS)
Governmental Services
Landscape Architecture
Planning and Land-Use Code
Project Management
Redevelopment and Urban Design
Surveying and Mapping
Transportation and Mobility Planning
Water/Wastewater Utilities Engineering
Website Development
Additional Service Lines
In addition the specific value we bring to our Planning service clients, CGA offers an extensive
list municipal service lines, including those that intersect with the planning discipline and
those that are part of a broader effort to deliver on all the needs our clients may have at a
quality level and affordable rate. While a full listing of our services is proivided on the right,
there are a number of critical, planning-related services that CGA aims to highlight here.
Grant Management and Writing
CGA understands grant funding is critical in delivering municipal planning and capital
improvement projects. We pride ourselves on not just writing grants but securing,
administering and delivering on them. The changing volume and types of grants can be
difficult to navigate, not to mention the grant writing process can be a daunting task, but it is
imperative to write a compelling and competitive story that meets the goals of the grant. Over
the years, CGA has successfully secured funding through competitive grants from federal,
state and regional agencies and administered entitlement grants for our clients, allowing
them to leverage funding to construct and deliver vital improvements and program to their
community.
CGA staff has vast experience and success in developing and implementing Capital
Improvement Projects, and extensive knowledge and experience with federal grant funding
and requirements, including 2 CFR Part 200. CGA monitors grant compliance throughout
a project's “life,” including appropriate invoicing, reporting, grant procedural requirements
so as not to jeopardize any eligibility for grant reimbursement. The complex network of
federal rules and regulations requires nothing short of diligence, aggressive follow-up,
troubleshooting, and we follow-up with federal agencies. We are proactive to ensure the
appropriate steps are taken before problems arise, not after. CGA staff have experience
participating in federal audits and have received positive audit reviews. This is possible
through our team’s meticulous oversight of records and documentation. This allows for
efficient project close-out, quick snapshot of project progress, and accountability of funding
expenditures as required for grant fund programs.
Throughout the project, the CGA team will provide technical assistance to correspond
and resolve issues with the City and funding requirements regarding unforeseen hurdles
with state and federal aid funding specific to eligibility and procedural requirements. Our
primary goal for agencies is to successfully deliver projects efficiently, which will result in
meeting fund compliance and minimizing local resources. CGA has successfully worked
with many agencies in collaboration with funding agencies to meet project delivery and
funding compliance.
Geographic Information Systems (GIS)
Land uses are almost always informed by the geography and topography of the land, and
a robust GIS program is essential in accurately reflecting current and informing future land
uses. The Data Technology and Development Department at CGA has been involved in the
full spectrum of GIS development for over 16 years, inclusive of, but not limited to:
• Data Development
• Data Management
• Quality Assurance/Quality Control
• Generalized Mapping
• Data Collection
• Data Analysis
• Customized GIS Web Applications
• GIS Web Hosting
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 28Page 578 of 782
CGA has also been an ESRI Business Partner for over eight years. This position allows us to leverage additional resources from
the world’s industry leader to ensure that our client’s needs and requirements are met with the highest standards.
CGA has installed an optimum GIS network environment to handle most client needs. There are two network environments
specifically dedicated for GIS in an effort to provide the highest level of quality service and support. The first is the production/
development environment. This network is set up exclusively for the development and testing of all data sets and applications
before they go live. The second network environment is our live environment and is located at a data center. This environment
and network are utilized to publish GIS data and custom GIS web applications specifically developed for our clients.
As the GIS custodian, we maintain, host, develop, and back up all client GIS data while providing an avenue for them to access
their information via the web. These GIS environments will work in tandem with the GIS environment at the City. These separate
environments will provide redundancy not only for the data but also for the CGA GIS professionals providing your GIS service
while working cohesively to meet the needs of the City internally and from the off-site offices.
Landscape Architecture
The guiding principle of Planning and Land Use is the way a community feels to its
citizens, and a critical consideration of how a community feels is its built environment,
including its landscape architecture and design. The Landscape Architecture Department
has a unique blend of qualified professionals who provide a variety of knowledge bases
and personal expertise as an underlay to our Landscape Architectural services. They
are educators, community leaders, activists, volunteers, artists, designers,and LEED-
accredited Professionals. This mix of talent allows us to provide our clients with
holistic, well-rounded design solutions that, beyond considering all the functional and
implementation-related issues needed to be resolved, ensure a design product that, once
built, will provide for longevity, experience, value, and the unique identities essential to
establishing community branding. This is supported by our qualified, award-winning
staff, including Professional Landscape Architects with more than 60 years of collective
professional experience, and by a strong team of supporting experts.
CGA’s Landscape Architecture Department has considerable talent and ability within
its ranks, and has the added resources within the company to provide all services—
expected as well as unexpected—that may be needed during the course of any
landscape architecture project. The Landscape Architectural Department has been able
to successfully complete less traditional tasks, including applying for and obtaining grants
to fund landscaping projects, such as Beautification Grants for roadside landscaping for
the cities of Dania Beach, Fort Lauderdale, Miramar, Oakland Park, Pembroke Pines,
Pompano Beach, Tamarac, West Park, and Weston.
Customer satisfaction is our primary goal, whether a project involves development or
redevelopment, inspection, reporting or design, private client or a public entity.
While Landscape Design is a stronghold of our services, we also provide a broad array
of project experiences. A few of these include hardscape, greenway, and streetscape
design; recreational and park facilities design; municipal landscape code review and
inspection services; redevelopment master planning; arborist and vegetation services;
and, of course, the design and development of planting plans for various conditions,
including parks and open spaces, roadway and roundabout beautification, environmental
mitigation, buffer creations, and site planting design.
Transportation and Mobility Planning
Changes in land use leads to changes in travel and mobility patterns, whether it be vehicle
traffic, pedestrian and bicycle pathway needs, or public transit utilization. The CGA
Transportation and Mobility Department has specialized in the provision of transportation
planning and traffic engineering services to a variety of municipalities, offering an in-
depth understanding of the regulatory framework and fiscal boundaries under which
local governments operate. Our division is skilled and responsive to a wide variety of
transportation planning and traffic operations concerns, ranging anywhere from the
development of traffic performance standards for a newly incorporated city to the design
and implementation of new signal technology along a historically congested corridor.
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 29Page 579 of 782
references
CGA encourages the City of Ocoee to contact the following five references who can speak to the quality and efficiency of our
work, the expertise and friendliness of our staff, and the overall satisfaction received from working with us for their planning
and land use code needs.
City of Belleview
Planning Services
Shawna Chancey, MPA, Development Services
Director
schancey@belleviewfl.org | 352.245.7021 ext. 2107
5343 SE Abshier Boulevard
Belleview, FL 34420
village of indiantown
Land Development Code Services
Althea P. Jefferson, AICP, Planning Director
ajefferson@indiantownfl.gov | 772.597.9900
16550 SW Warfield Boulevard
Indiantown, FL 34956
City of Belleair Bluffs
Land Use and Zoning Code Updates
Debra S. Sullivan, MMC, City Administrator
dsullivan@belleairbluffs-fl.gov | 727.584.2151 ext. 101
2747 Sunset Boulevard
Belleair Bluffs, FL 33770
City of wilton Manors
Planning and Land Use Code Services
Roberta Moore, Community Development Director
rmoore@wiltonmanors.com | 954.390.2180
2020 Wilton Drive
Wilton Manors, FL 33305
City of Margate
Zoning Code Update
Elizabeth Taschereau, Development Services Director
etaschereau@margatefl.gov | 954.884.3686
5790 Margate Blvd.
Margate, FL 33063
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 30Page 580 of 782
Client
City of Belleview, Florida
5343 SE Abshier Boulevard
Belleview, FL 34420
Contact Information at Time of Project:
Shawna Chancey, MPA
Development Services Director
352.245.7021
schancey@belleviewfl.org
Project Date
October 2020 - Ongoing
Services Provided
Park Master Planning
Evaluation and Appraisal Review (EAR)
Report
Comprehensive Plan Amendments
Technical Assistance Grant Application
Firm’s Fees
$ 47,000.00
Construction Cost
$ N/A
Calvin, Giordano & Associates, Inc. (CGA) provided master professional services in connection
with their required planning update. During their required once-every-seven-year review of
their Comprehensive Plan, the City of Belleview notified the Florida Department of Economic
Opportunity (FDEO) that the City needed to update its Plan in response to new State of Florida
legislation and to reflect changes in the City since the last update. The City requested that
Calvin, Giordano and Associates (CGA) assist with the completion of an FDEO Technical
Assistance Grant to help fund the update and requested that CGA complete an Evaluation and
Appraisal Review (EAR) Report and draft the necessary Plan amendments.
Our services included assisting the City with coordinating public participation on the project,
researching changes to State legislation since the last Plan update, and addressing changing
conditions in the City. Among the City’s primary concerns was revising policies to make the
Comprehensive Plan consistent with Marion County’s approach to transportation and public
school concurrency. The City boundaries have also grown significantly through annexation
since the last Plan update, and the City expressed a desire to consider new policies to
promote the area around Lake Lillian as an activity center for this expanding City. The City of
Belleview has enthusiastically embraced this update process as an opportunity to improve its
Comprehensive Plan to better reflect the long-term vision for the community.
COMPREHENSIVE PLAN UPDATE
Belleview, FL
OcoeeFL_PlanningLandUse_CGA
Page 581 of 782
Client
Village of Indiantown
16550 SW Warfield Boulevard
Indiantown, FL 34956
Contact Information at Time of Project:
Althea P. Jefferson, AICP
Director
772.597.9900
AJefferson@indiantownfl.gov
Project Date
2019 - Ongoing
Services Provided
Preparation of the Village Land
Development Regulations
Planning & Zoning
Development Application Review
Code Amendments
Landscape Architecture
Parking Regulations
Firm’s Fees
$ 110,000.00
Construction Cost
$ Not Applicable
The Village of Indiantown contracted with CGA to assist the Village in preparing its first Land
Development Regulations (LDRs). This year-long process culminated in the adoption of the
Village’s first Land Development Regulations on November 12, 2020. The LDRs include
all zoning district, landscape, parking, signage, floodplain management regulations, and
administrative processes necessary to have a complete code. The LDRs are consistent with the
Indiantown 2040: It Takes a Village Comprehensive Plan.
CGA Staff currently assists the Director as needed with building plan/permit review, landscape
review, managing reviews of large-scale development applications, providing information to
the public and development community and other administrative day-to-day services.
LAND DEVELOPMENT CODE
Indiantown, FL
Page 582 of 782
Client
City of Belleair Bluffs
2747 Sunset Blvd.
Belleair Bluffs, FL 33770
Contact Information at Time of Project:
Debra S. Sullivan, MMC
City Administrator
727.584.2151 ext. 101
dsullivan@belleairbluffs-fl.gov
Project Date
2018 - 2019
Services Provided
Planning
Zoning
Land Use
Code Updates and Amendments
Comprehensive Plan Amendments
Firm’s Fees
$ Task Order Based
Construction Cost
$ N/A
Calvin, Giordano & Associates, Inc. (CGA) provided professional services in connection with
the planning, land use, and zoning code updates for the City. CGA staff reviewed the current
municipal land use code and worked with the City on long-term goals to ensure that updates
move the City in a more economically and environmentally sustainable community, as well
as remaining consistent and legally compliant. Recommendations included changes to the
zoning districts, setback distance changes, and lot width changes, to name a few — all with
the intention of streamlining housing and redevelopment.
CGA staff presented the changes as an ordinance and discussed the updates with the City
Commission, who later voted to adopt the changes.
LAND USE AND ZONING CODE UPDATES
Belleair Bluffs, FL
OcoeeFL_PlanningLandUse_CGA
Page 583 of 782
Client
City of Wilton Manors
2020 Wilton Drive
Wilton Manors, FL 33305
Contact Information at Time of Project
Leigh Ann Henderson
City Manager
954.390.2120
lhenderson@wiltonmanors.com
Project Date
2017-2019
Services Provided
Planning and Zoning
Transportation Engineering
Landscape Architecture
Data Technologies
Firm’s Fees
$ 72,850.00
Construction Cost
$ Not Applicable
In 2018, the City of Wilton Manors contracted with CGA to prepare the City’s Evaluation and
Appraisal Review (EAR) and associated EAR-based amendments to the City’s Comprehensive
Plan. A major focus of the Comprehensive Plan update was to incorporate Florida Statute Peril
of Flood requirements into the Coastal Management Element and other elements as required.
CGA worked closely with the City and DEO staff to complete the update. The Plan was found to
be in compliance by DEO in early 2019.
The City also wanted sustainability and resiliency strategies related to potential impacts from
sea level rise and climate change to be addressed during the Comprehensive Plan update.
Numerous resiliency goals, objectives, and policies were added to each element of the Plan
rather than concentrated in one particular element.
CGA has continued to work with the City to ensure that the Unified Land Development Code is
consistent with and supports the goals, objectives, and policies identified in the Comprehensive
Plan update. Recently, CGA completed the Wilton Manors Urban Form and Density study,
which examined the potential to accommodate additional density in select parts of the City,
with appropriate form recommendations to maintain compatibility and protect existing single-
family residential neighborhoods. CGA facilitated a public engagement process to address and
inform the delicate topic of density, including a series of educational videos. As a result of this
process, CGA has been assisting the City in expanding the designation of higher-density Transit-
Oriented Corridors in accordance with the Urban Form and Density study recommendations.
COMPREHENSIVE PLAN UPDATE
City of Wilton Manors, FL
Page 584 of 782
Client
City of Margate
5790 Margate Blvd.
Margate, FL 33063
Contact Information at Time of Project:
Elizabeth Taschereau
Development Services Director
954.884.3686
etaschereau@margatefl.gov
Project Date
2020 - 2022
Services Provided
Planning
Zoning
Land Use
Code Updates
Comprehensive Plan Updates
Firm’s Fees
$ 161,995.00
Construction Cost
$ N/A
Calvin, Giordano & Associates, Inc. (CGA) has provided professional services to the City of
Margate since 2020, including planning, zoning, and building department services. Our first
service provided to the City was a Zoning Code Update, and then expanded to include Planning
Consulting services.
Our Zoning Code work for the City was divided into two separate phases, with each phase
involving a review of the City Code, drafting proposed changes, conducting public workshops
and soliciting feedback, and ensuring adoption of the Code changes. Phase 1 included
Administrative, Streetscapes and Sidewalks, Waterway and Drainage, and Floodplain code
updates, with a completion year of 2020. Phase 2 included Landscaping, Land Development
Code, and Zoning Map updates, with completion at the end of 2021.789654321
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13201310
1330
1300
5000D5000C5000B5000A2173-
5460B
5000E
5709-435586C 2474-861342-2185-
2141-
5400B5400A
3217
3203-
5470C5480A5450B5534H
5524GBLDG 8BLDG 7
BLDG 6BLDG 5
BLDG 4BLDG 3BLDG 2BLDG 1211-195630 -5574 -5472 -5510 -5480 &5450 &5528-005560-325592-64
56
4
8
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2
8
5529-015561-335593-65
581-531521-471580-530520-470571-531521-471570-530520-470581-531521-471ANTENNA 3341-733263-95110-124
130-144
150-164
200-214
230-244
260-274200-216218-236219-237201-217472-4981021-29
102-106202-2106602-06 202-212417403-
6020-326040-506060-72 6004-186080-886081-876015-256029-396043-536063-73
1019-251001-15
1029-352530-345585-925485-965509-205621-28 5553-605661-67 3300-283301-295408-40 5336-68 5236-843305-373352-76
3324-483332-645370-98
5235-63
552-558562-568572-578
551-557561-565571-577
6951-576941-476891-976901-076890-966900-066950-56622-628621-627 632-638631-637 642-648641-647651-657 652-658662-668661-667 672-678671-677
6891-976901-076941-476951-57101-111100-114151-16
1251-265250-264200-214201-211270-2
80301-3
1
1321-335523, 535537, 539601, 605
1101-1157
570 - 5005624-5596
5625-5597 3144-32043539-513491-35213383-97
3467-79
1701-17456601-6613
4900-4910
4800-4814 4720-4730
49
2
0
-
493
4 4750-4764 4700-47144820-48301713-17316500-6544
6828-6898
6615-6627
6608-6620
6629-6721
6716-6728
6723-6733
6702-6714
6701-6713
5400-285430-502501-25311305-13235205-52155219-5255
5261-56811401-1425
1461-1485
5280-52905242-52785204-52361604-1667
2210-2248
2126-21781951-19771979-20052700-27301360-1396 1400-14561901-1923
1925-1945
1950-1982
1990-2020
2030-2060
2402-2428
5661-7
2 5673-8
4
5541-52
2912 - 325527-40 3101-373100-445504-44
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4950-4960 4771-47814870-4884
4871-4885
4951-4965
420 & 420A
430 & 430E450 & 450D490 - 400670 - 5803176 -90
3142 -26 3523-372500 - 2256
5456 - 5458
3174- 583437-19 3381-65
3327-093363-47
1901 - 1939
1801 - 1867
1747 - 1783
5497-5508 5593 -
3440
34003390
3350
3450
3345-31
REC AREA
5435-255481-89 5455-37 5423-05
5420-025440-225458-54425506-5480
5429-015469-335485-73
5436-005468-405509-5487
2725-432710-282701-11 2713-23
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7520 7532
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3097
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RE CARE A
2919
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6973
OPENREC A
R
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RECAREA 761
0
OPEN
OPEN
RE C
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6103
REC. AREA
6242OPEN
ED GREENWALD PARK
SOUTHGATE PARKMARGATE MARINA
AC
AC
R (16)
R (5)
CR
R (20)
R (4)
OPEN
R (4)
R (7)
OPEN
R (3)
R (4)
R (10)
R (3)
R (3)
FLEXIBILITY ZONE 35FLEXIBILITY ZONE 36
MARGATE SUBDIVISIONS (FIRST TO SIXTH ADDITIONS)
PARADISE GARDENS I - III
ORIOLE GOLF COURSE
ORIOLE-MARGATE (SECTIONS 1, 2 & 3)
IBEC SUBDIVISIONS (ADDITIONS 1-4, 7 & 8)
PALM GATE
AZTECMOBILE HOME PARK
FIESTA
KIMBERLY FOREST SUBDIVISIONS (SECTIONS 1 & 2)
ORIOLE MARGATE IV
CORAL GATE SUBDIVISION
CAROLINA G OLF CO URSE
MARGATE SHORES
ROYAL SPRINGS NORTH
PARADISE GARDENS IV
OAKLAND HILLS SUBDIVISIONS (SECTIONS 1-6)
COLONIESOF MARGATEMOBILE HOME PARK
HAMMON HEIGHTS (SECTIONS 1, 2 & 3)
FP&.L EASEMENT
ROYAL SPRINGS SOUTH SUNFLOWER
THE FALLS
PALM SPRINGS II
WILLOW CREEK
NORTH MARGATE SUBDIVISION
PRESIDENTIAL HOMES
CYPRESS COVE
LAKEWOODON THE GREEN
HERITAGE PINES
MONTARA
PINEBROOK POINTE
CAROLINA G OLF CO URSE
CORAL GATE CONDOMINIUMS
THE PINES
PEPPERTREE PLAZA
COCONUTKEY
JUNIPER GLEN
PARKSIDE IBEC SUBDIVISION
THE LAURELS
ORIOLEMARGATE IV
ORIOLE GARDENS PHASE O NE
MARGATE ESTATES SUBDIVISIONS (SECTIONS 1, 2 & 3)FAIRWAY VIEWS
FERN FOREST PARK
LAKEWOOD MALL SHOPPING CENTER
SOUTHGATE SUBDIVISIONS (ADDITIONS 1, 2, 4 & 5)
MARGATE REALTY NO. 2
TOWNHOMES OF ORIOLE
CORAL BAY REPLAT SECTION ONE
FP&.L EASEME
N
T
PENN DUTCH PLAZA
SWAP SHOPFP&L EASEMENTTHE GREENS 1CORAL BAY PARCEL "F"
ROYAL PARK CONDOMINIUMS
AT&T
U-HAUL
VIEWPOINTE
(NOT DEVELOPED)
CORAL BAY PARCEL "H"
THE
WOODLANDS
CELEBRATION POINTE
CORAL HARBOR
SERINO PARK SUBDIVISIONS (SECTIONS 1-3)
CORAL KEY APARTMENTS
NORTH BAY PARK
ORIOLE GARDENS PHASE TWO
CORAL BAY PARCEL "D"
THE GREENS 2
FAIRWAYSAT CARO LINA
FAIRWAY ESTATES
VENETIAN LAKES
CAROLINASHOPPING CENTER
FAIRGATE
CORAL BAY PARCEL "C"
WOODLAKE ISLES
TOSCANA VILLAS
LEXUS CAR DEALER
APPLEGREEN DUPLEXES
ORIOLE GARDENS PHASE THREE
REGENCY
PALM SPRINGS III
THE GREENS 4
THE GREENS 3
IBEC CO MMERCIAL
PALM SPRINGS IV
MEARSCOMMERCIALPARK
CAROLINA G OLF CO URSEHOLIDAY SPRINGSCONDOMINIUMSCORAL BAYPARCEL "E"
PALM LAKES CONDOMINIUMS
FAIRWAY POINTE
ENCLAVE 2
CORAL BAY PARCEL "G"
HOMES OFMARGATE
FP &L
CORAL LAKE ESTATES
PALM SPRINGS I
SPORTS COMPLEX
CONSERVATIO N
MULLINAX BODY SHOP
MULLINAX
INFANTE PLAT
MULLINAX FO RD
CORAL BAY REPLAT SECTION ONE
PRESIDENTIAL HOMES
OAKLAND HILLS APARTMENTS
SOUTHEAST PARK
MARGATE EXECUTIVE GOLF COURSE
ALLSTATE
COLUMBIA NORTHWESTMEDICAL CENTER
441 SOUTH
HOME DEPOT
GARDEN PATIO VILLAS
SHERMAN PLAT
SAMPLE ROAD LAND, INC
CORAL BAYPARCEL "I-EAST"
ORIOLE GOLF &TENNIS CLUB PHASE II MARGATE CO MMERCIAL
CROSS CREEK APARTMENTS
VINSON PARKFP&L E
AS
EMEN
T
ENCLAVE 3
VILLAG EPLAZA
MERRICK PRESERVE
ORIOLE G
OL
F &
TENNIS
C
L
UB
P
H
AS
E I
ENCLAVE 1
ORIOLE PARK
TOWN SHOPPESOF MARGATE
MARGATEMIDDLE SCHOOL
GOLF SIDE
CATHEDRALSQUARE
FIRST PRESBYTERIAN CHURCH
SHOPPES OFCOCONUT CREEK PARKWAY
DAVIDPARK
FIREFIGHTERS PARK
PALM LAKES EXECUTIVE GOLF COURSE
FP&L E
AS
EM
EN
T
MONTE CARLO
CORAL BAYPARCEL "I-WEST"
SOUTH BAY PARK
TEMPLE BETH AM
KATHY LANEAPARTMENTS CORAL LAKE ESTATES PHASE 2COCOGATE PLAZA
ROYAL PALM GARDENS
WETLAND
PRESIDENTIAL HOMES / FP&L EASEMENT FP&L EASEM
EN
T
PALM LAKESSHOPPING CENTER
THE MEADOWSCONDOMINIUMS
MARGATEINDUSTRIAL CENTER LIBERTYELEMENTARY SCHOOL
MARGATE REALTY NO. 2
APPLEGREEN CONDOMINIUMSFP&L EASEMENTMEARS COMMERCIAL PARK (SECTION 3)
ETHAN ALLEN
STORE -ALL
THE LAKES OF MARGATEAPARTMENTS
ROYAL PALMESTATESFAITH BABTIST
CHUR
CH
MARGATE VILLAGECONDOMINIUMS
ABUNDANT LIFECHRISTIAN CENTER
MARGATE REALTY NO. 1
MARGATEREALTY NO. 1
THE HIG
H
LANDS AT CAROLINA
MARGATE GOLF&ENTERTAINMENT CENTERMARGATELINC
OLN-MERCURY
A-LWILLIAMS
NOT PLATTED
THE FOREST OFFICE PARK
RLC LIMITED
COVE
NT
RY
HOUSE / EVERG
REEN
WETLAND
SAINT VINCENT'SCATHOLIC CHURCH
MARGATEELEMENTARY SCHOOL CENTRAL PARKOF CO MMERCE
PROPANE USA
KIMBERLY TOWNHOMES
SUN PLAZAPLATT'S PLAT(NOT DEVELOPED)
VILLAS ONTHE GREEN
AUTO CARE
RICHIEWAREHO USE
MARGATESHOPPINGCENTER
ISLES OF MARGATE
CITY OF MARGATEWASTEWATERTREATMENT PLANTSPRINGS G ATEWAYFIRS T UNION
ATLANTICELEMENTARY SCHOOL
MULLINAX FO RD SOUTH
FP&L EASEMENTCROSSRO ADSSHOPPING CENTER
COCONUT SQUARE
AUTO NATIONSALES/STORAGE
THE COURTYARDSCONDOMINIUMS
SOUTHGATE
PLAZA LAKEWOOD GARDENS DUPLEXESNORTHWEST MEDICAL PLAZA
CENTENNIALPARK
ROYALPALMPOOL COPANSCOMMERCE PARKCORAL GATE PARKLAKESHOREMOTEL
CITY OF MARGATEPUBLIC WORKSCOMPOUND SHOPPING PLAZAREFLECTIONS(TRIAD HOUSINGPARTNERS)SHOPPES OF MARGATEBOARDWALK ESTATES
CORAL GATE COMMERCIAL
CITY OF MARGATEWATER TREATMENT PLANT
CORAL BAY PARCEL "A"
CHEVY CHASESHOPPING CENTER
LULAND PLAT(NOT DEVELOPED)
GASSTATION
ATLANTICBAPTISTCHURCHWALGREENSMARGATEMIDDLESCHOOLBALLFIELDSACTION SUPPLYGARDEN PATIO VILLASR.J.S. CO MMERCIAL CENTER
CYPRESS
DAYCARE
LAKEVIEWBUSINESSCENTER
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VILL
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CONDOMINIUMS
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MARGATECOMMERCECENTER
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CVS
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BEVERLY MANORNURSING CENTER
ELKS
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WINFIELD GARDENS
FORESTPLAZAATLANTICSELF-STORAGEBROWARD COUNTY(1-49-41)
RESTAURANT
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ALL
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OUR PLACE (PARCEL 'A3')
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OUR PLACE (PARCEL 'A1')NORTH MARGATE COMMERCIALTRADEMARK CENTER
PARCEL 'A'(NOT DEVELOPED)
NO T PLA TTED
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GLASEL-WALERINDUSTRIALPARK PLAT
MARGATEFASHIONCENTRE
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OUR PLACE (PARCEL 'C')CONTINENTALVILLAG E
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KAYE STEVENSPARK
GATEW AYMILESUBDIVISION
MARGATE BRANCHU.S. PO ST OFFICE
TRACT C(NOT DEVELOPED)
MARGATEBRUNSWICKLANESNOT DEVELOPEDM.B.F.INDUSTRIAL
CENTER
WINFIELDPARK
HOBARPLAZA
MARGATEVILLAG ESQUARESHOPPINGCENTER
COKESBURYUNITEDMETHODIST
CHURCH
MARGATEPLAZA
CHURCHOF THENAZARENE
FIRE STATION #3
HUNTPLAT 2
FIRESTATIO N #1
SLEEP-O-RAMA
DELANECOMMERCIALCENTER
HARMONYTERRACECONDO
SHOPPING
CENTER
ALPHABETLAND
FAIRWAYGARDENSAPARTMENTS
COUNTRY HAVEN MOTEL
DRAINAGEEASEMENT
ED'S AUTO
WOODLAKEISLESNORTH
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PRINCE OF PEACELUTHERANCHURCH
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LIBRARY
OUR PLACE(PARCEL 'A2')
AMERICANLEGION
SERINO PARKSUBDIVISIONS (SECTIONS 1-3)
ORIOLEMARGATE(SECTIO NS 1. 2 & 3)
CENTENNIALPARK
OUR LADY OF PEACE
ROMAN CATHOLIC CHURCH
EASTWING
FIREDEPARTMENTADMINISTRATIONOFFICE
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R (12)
7.6
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AC
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R (4)
R (4)
CR
R (4)R (3)
R (4)
CR
R (7)
R (7)
R (4)
R (5)
R (7)
AC
R (10)
C
R (5)
R (7)
P
R (7)
C
R (7)
R (7)
R (5)
OPEN
OPEN
R (10)
R (7)
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R (20)
R (20)
R (17)
R (17)
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R (16)
R (16)
R (4)
R (16)
R (16)
R (12)
OPEN
R (3)
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R (3)
R (10)
CF
R (5)
CR
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R (16)
R (7)
CR
R (25)
R (25)
CON
R (16)
P
R-10
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P
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R (16)
R (10)R (10)
R (7)
R (20)
R (10)
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R (10)
R (5)
R (10)
R (5)
R (7)
R (10)
R (16)
R (14)
R (7)
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R (10)
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R (10)
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M:\ArcMap_Projects\landuse_map_color_proposed_2020_24X36.mxd 12/15/2003 DEES/GIS/Updated 7/14/2004, 4/27/2007, 1/15/2008, 10/19/2010, 5/14/2012, 2/04/2020, 6/18/2020
8
Disclaimer:
The City of Margate provides these maps and their information foryour personal use "as is." This information is derived from multiplesources which may, in part, not be current, be outside the controlof the City of Margate, and may be of dubious accuracy. Theareas depicted by these maps are approximate, and are notnecessarily accurate to surveying or engineering standards. TheCity of Margate makes no warranty or guaranty as to the content,accuracy, timeliness, or completeness of any of the data provided,and assumes no legal responsibility for the information containedon this map. Please notify the GIS staff of any discrepancies bycontacting the Department of Environmental and EngineeringServices at (954) 972-0828.
Legend
Parcels
Land Use
COMMUNITY FACILITIES
INDUSTRIAL
UTILITIES
OFFICE PARK
OPEN SPACE
CONSERVATION
PARK
R (3)
R (4)
R (5)
R (7)
R (10)
R (12)
R (14)
R (15)
R (16)
R (17)
R (20)
R (25)
Residential Land Uses
COMMERCIAL RECREATION
AVG. DENSITY (DU/ACRE)#
ACTIVITY CENTER
City of Margate, FloridaFuture Land Use Map
0 750 1,500 2,250 3,000375Feet
COMMERCIAL
PLANNING SERVICES AND ZONING CODE
UPDATE
Margate, FL
Page 585 of 782
TAB 3
Hourly Rates and Required Forms
Page 586 of 782
employee rAtes
Please see CGA's standard rate sheet below, effective July 17, 2023.
Principal 252.00
Contract Administrator 232.00
Project Coordinator 117.00
Executive Assistant / Clerical 86.00
ENGINEERING
Associate/Director, Engineering 225.00
Sr. Project Manager 196.00
Project Manager 179.00
Project Engineer 157.00
Engineer 133.00
Jr. Engineer 117.00
Senior CADD Tech 135.00
CADD Technician 115.00
Permit Administrator 109.00
Engineering Site Plan Review 179.00
LANDSCAPE ARCHITECT
Associate/Director, Landscape Architect 225.00
Senior Landscape Architect/Urbanist 180.00
Environmental Administrator 150.00
Environmental Specialist 125.00
Environmental Assistant 115.00
Landscape Architect/Urbanist 165.00
Senior CADD Tech 135.00
CADD Technician 115.00
Landscape Inspector/Arborist 125.00
Landscape Site Plan Reviewer 170.00
Jr. Landscape Architect/Urbanist 150.00
Landscape Designer 125.00
Jr. Landscape Designer 110.00
Landscape Analyst 80.00
PLANNING
Associate/Director, Planning 225.00
Planning Administrator 183.00
Principal Planner 178.00
Planning Manager 178.00
Senior Planner 152.00
Planner 128.00
Assistant Planner 111.00
Planning Technician 86.00
Grants Administrator 183.00
Grants Coordinator 128.00
EXPERT WITNESS
Legal Review/Weiss Serota
Principal/Associate 398.00
Registered Engineer/Surveyor 337.00
Project Engineer 276.00
CONSTRUCTION
Associate, Construction 225.00
Senior Project Engineer (CEI) 202.00
Project Administrator (CEI) 202.00
Construction Management Director 167.00
Construction Manager 152.00
Senior Inspector 125.00
Inspector 113.00
Inspector Aide 113.00
Construction Coordinator 113.00
Resident Compliance Specialist 113.00
GOVERNMENT SERVICES
Associate, VP 225.00
Director of Code Enforcement 176.00
Director of Building Code 176.00
Project Manager 179.00
Code Enforcement Field Supervisor 133.00
Code Enforcement Field Inspector 113.00
Building Official 138.00
Building Plans Reviewer 119.00
Building Inspector 113.00
Permit Processor 90.00
SURVEYING
Associate/Director, Surveying 225.00
Senior Registered Surveyor 178.00
Survey Crew 164.00
Registered Surveyor 159.00
Survey Coordinator 128.00
CADD Technician 115.00
3D Laser Scanner 451.00
G.P.S Survey Crew 198.00
DATA TECH DEVELOPMENT
Associate, Data Tech Dev. 225.00
GIS Coordinator 178.00
GIS Specialist 152.00
Multi-Media 3D Developer 135.00
GIS Technician 117.00
Sr. Applications Developer 225.00
Applications Developer 167.00
Network Administrator 187.00
System Support Specialist 135.00
IT Support Specialist 102.00
INDOOR AIR QUALITY SERVICES
Sr. Environmental Scientist 150.00
Environmental Scientist 125.00
In addition to the hourly rates listed above, charges will include direct out-of-pocket expenses such as reproduction,
overnight mail, and other reimbursables billed at a multiplier of 1.25.
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 37
Tab 3 - Hourly Rates & Required Forms
Page 587 of 782
reQuired forms
Calvin, Giordano & Associates presents the required forms requested by the City for this solicitation below and on the following
pages.
I. Summary of Litigation
Please find the history of our litigation below for cases related to our business services for the last five (5) years.
OPEN
Case Name Details Date Filed Comments
Florida
Grapeland
(Staybridge
Suits)
Intent to
sue
Plaintiff contracted for construction of a hotel.
Post completion, defects were discovered,
including water leaks. Multiple parties are
defendants. Allegations against MTCI relate
to improper inspection and include breach of
contract, professional negligence and breach of
FL Stat. 553.84.
10/19/21 Tentative settlement reached, but not yet finalized.
Estate of
Kasen
Baker
MTCI received letter regarding a drowning at a
pool.
Complaint filed
on 9/30.
Plaintiff alleges that the fencing around the pool was
improperly secured. Demand letter sough policy
limits of $10M. Actions was filed on 2/17/23. Lenar
has tendered the action to MTCI.
Detwiler-
Erwin v.
CGA
Allegation of negligent permitting, plan review
and inspection
Second
amended
complaint
2/17/22
Matter has proceeded. Plaintiff has made a
mediation demand against CGA and another
defendant for the full amount claimed, which it now
estimates will be ~$850K. A principal defendant
appears to be in bankruptcy. We are attempting
to minimize the repair cost estimate, which is the
majority of the $850K. It does not appear that most
damages relate to our work. Mediation is set for
6/238/23. Do not expect to close case at that time.
CLOSED
Case
Name
Details Date Comments
Florida
Kupsis v.
Cooper
Kupis alleges that we failed to properly
issue a permit. Kupis got a permit to put
a new roof over existing building and then
tried to get a separate permit to add walls
connecting the new roof to the old walls and
to tear out the old roof. Our view was that
this constituted improper piecemealing of
the project.
06/24/21 Settled for $2K
Bridgeport
Condo
Assoc -
Notice
Allegations of negligent permitting and
inspection, particularly as to the roof.
No complaint.
2/24/2022
Closed due to no further action
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 38Page 588 of 782
Reyes v.
SAFEbuilt -
Auto
One of our employees was involved in an
auto accident in which the other driver
suffered serious injuries. Our driver entered
roadway and was moving to left lane when
the other vehicle hit the rear quarter-panel of
the SB vehicle. Plaintiff lost an eye. Case
settled for $2M.
12/21/21 Plaintiff lost one eye. Demand was for $5.1M,
but case was settled after mediation for $2M.
Sage Beach
Condo.
Ass’n Inc.
V. PMG
Driftwood
LLC, et al.
Condominium alleged a construction
defect case against the Developer and the
General Contractor Calvin Giordano for poor
construction of the building. Case against
Calvin Giordano alleges negligence, breach
of contract, and violation of the Florida
Building Codes Act.
10/22/20 Calvin, Giordano & Associates has been
dismissed from this action as a defendant.
J. Addendum Acknowledgment
CGA acknowledges receipt of the following addenda:
1
2
September 7, 2023
September 13, 2023
City of Ocoee, FL | RFQ# 23-010 | Professional Planning Services for The City's Land Development Code Update 39Page 589 of 782
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Building Custom Solutions
Page 598 of 782
CITY OF OCOEE
REQUEST FOR QUALIFICATIONS
(RFQ) #23-010
PROFESSIONAL PLANNING SERVICES FOR
THE CITY OF OCOEE’S LAND
DEVELOPMENT CODE UPDATE
Page 599 of 782
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 2
TABLE OF CONTENTS
RFQ #23-010
PROFESSIONAL PLANNING SERVICES FOR THE CITY OF OCOEE’S LAND
DEVELOPMENT CODE UPDATE
RFQ DOCUMENTS
Section Page
Legal Advertisement 3
Introduction & General Instructions 4-10
Insurance Terms & Conditions 11-13
Scope of Services and Submittal Requirements 14-17
Time Schedule and Selection Process 18
Payment, Bid Protests, Summary of Litigation,*
Acknowledgement of Addenda* 19-20
Exhibit A - Conflict of Interest Disclosure Form* 21
Exhibit B - Drug-Free Workplace Form* 22
Exhibit C - Company Information and Signature Sheet* 23
Exhibit D – Contractor E-Verify Affidavit* 24
* Submit with qualification package
End of Table of Contents
Page 600 of 782
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 3
Request for Qualifications, Legal Advertisement
The City of Ocoee, Florida, (the “City”) is soliciting sealed statements of qualifications for RFQ
#23-010 Professional Planning Services for the City of Ocoee’s Land Development Code
Update. The City is undertaking an update of its Land Development Code (LDC) to develop
standards that foster the type, scale and form of growth envisioned by the City’s Comprehensive
Plan and Special Area and Overlay Plans while continuing to preserve environmentally sensitive
and unique areas within the City. The desired firms or individuals (respondents) will have a
combination of the land use, site design, code writing, legal, and public outreach skills needed to
development a hybrid form-based Code that protects the character of the City and define urban
possibilities, particularly within the City’s Downtown Area, to achieve the desired City vision.
Qualification Packages will only be accepted electronically through Bonfire, a free e-
Procurement platform, until 2:00 p.m., local time, on September 19, 2023.Qualification
Packages received after that time or through any other method will not be accepted under any
circumstances. Qualification Packages that have been timely received through Bonfire will be
publicly opened virtually online and the names of the responding firms read aloud at that time;
instructions will be provided at https://www.ocoee.org/959/Public-Bid-Meetings. All questions
regarding this RFQ shall be in writing to Olena Stokych, Purchasing Analyst, Finance
Department/Purchasing, ostokych@ocoee.org. No Pre-Submittal conference is scheduled at this
time. Prospective respondents may secure a copy of the documents required for submitting a
statement of qualifications at no charge through Bonfire by accessing the City’s published
solicitation page at https://ocoee.bonfirehub.com. For more information, visit
https://www.ocoee.org/323/Purchasing. Prospective respondents will be provided with all
information regarding this RFQ, addenda, and changes to the project requirements through the
Bonfire e-Procurement Platform. Melanie Sibbitt, City Clerk, Orlando Sentinel, August 20,
2023.
Page 601 of 782
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 4
CITY OF OCOEE
REQUEST FOR QUALIFICATIONS “RFQ” #23-010
PROFESSIONAL PLANNING SERVICES FOR THE CITY OF OCOEE’S LAND
DEVELOPMENT CODE UPDATE
A. INTRODUCTION AND GENERAL INSTRUCTIONS
1. The City of Ocoee, Florida, in conformance with the policies and procedures of the
City of Ocoee (City), is soliciting statements of qualifications from experienced
planning consulting firms or individuals that are interested in providing Professional
Planning Services for the City of Ocoee’s Land Development Code Update. The City
is undertaking an update of its Land Development Code (LDC) to develop standards
that foster the type, scale and form of growth envisioned by the City’s
Comprehensive Plan and Special Area and Overlay Plans while continuing to
preserve environmentally sensitive and unique areas within the City. The desired
firms or individuals (respondents) will have a combination of the land use, site
design, code writing, legal, and public outreach skills needed to development a hybrid
form-based Code that protects the character of the City and define urban possibilities,
particularly within the City’s Downtown Area, to achieve the desired City vision.
2. The City intends to award a contract to one (1) Consultant (Respondent, Proposer,
Bidder) deemed to be the most highly qualified to perform the required services. In
determining whether a firm is qualified, the City shall consider the Evaluation
Criteria set forth in this RFQ. The firm selected by the City will provide professional
planning services for the City’s update of its Land Development Code.
3. Prospective Respondents may secure a free copy of the documents required for
submitting a statement of qualifications through the Bonfire platform by accessing the
City’s published solicitation page at https://ocoee.bonfirehub.com. For more
information visit https://www.ocoee.org/323/Purchasing. Prospective Respondents
will be provided with all information regarding this RFQ, addenda, and changes to
the project requirements through the Bonfire platform; there is no charge to use
Bonfire. Partial sets of documents required for submitting a statement of
qualifications will not be issued.
4. The City ONLY accepts electronic solicitation responses online through the City’s
Bonfire platform at https://ocoee.bonfirehub.com. This link can also be accessed
through the City’s website at https://www.ocoee.org/323/Purchasing under the
Current Open Solicitations menu. All submissions for this RFQ MUST be submitted
electronically through the Bonfire Platform, submissions received in any other format
will not be accepted; paper, fax, or e-mailed submissions will NOT be accepted.
Minimum system requirements: Microsoft Edge, Google Chrome, Safari, or Mozilla
Firefox. JavaScript and browser cookies must be enabled.
Page 602 of 782
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 5
Registration with Bonfire is free and is required prior to submitting a Response. It is
suggested your company register no later than 24 hours in advance of the submission
deadline to ensure proper registration. If your company need assistance with
registering, please contact the Bonfire Support Desk by emailing
support@gobonfire.com. Support by email is provided Monday to Friday from 8:00
a.m. – 8:00 p.m. EST/EDT.
Once registered with Bonfire, Respondents can submit a bid securely at
https://ocoee.bonfirehub.com, any time before the submission deadline, by clicking
the “PREPARE YOUR SUBMISSION” under the solicitation. An instructional video
is provided for an overview of the submission process. Once Respondent’s bid has
been submitted, Respondent will receive a date/time stamp confirmation within the
Bonfire platform and an email from Bonfire confirming the submission. Bids
submitted on the Bonfire Platform will remain locked and inaccessible by City staff
until the submission deadline. Respondents are encouraged to allow ample time to
upload and submit their qualification package as the system will automatically lock
responses upon the submission deadline. A virtual public bid opening will be held on
the date and time indicated in this RFQ. Details on how to access the virtual bid
opening will be posted on Bonfire once available and will also be posted on the City’s
website at https://www.ocoee.org/959/Public-Bid-Meetings.
5. The Submission Deadline for this RFQ is 2:00 p.m., local time, on September 19,
2023. Respondents shall submit one (1) complete electronic copy of their
qualification package on the Bonfire Platform. Qualification packages must be
received by Bonfire no later than the Submission Deadline stated above. Any attempt
to submit a qualification package after the submission deadline will not be accepted
under any circumstances. Any uncertainty regarding the time a qualification package
is received will be resolved against the Respondent. It shall be the sole responsibility
of the Respondent to have the qualification package uploaded and submitted on the
Bonfire Platform prior to the Submission Deadline.
File Uploads – Submission materials should be prepared in the file formats listed
under Requested Information for this opportunity in the Bonfire Platform. The
maximum upload file size is 1000 MB. Documents should not be embedded within
uploaded files, as the embedded files will not be accessible or evaluated. All
electronic files uploaded must be in a common format accessible by software
programs the City uses. Those common formats are generally described as Microsoft
Word (.doc or .docx), Microsoft Excel (.xls or .xlsx), Microsoft Power Point (.ppt or
pptx), or Adobe Portable Document Format (.pdf). Respondents will not secure,
password protect or lock uploaded files; the City must be able to open and view the
contents of the file. Respondents will not disable or restrict the ability of the City to
print the contents of an uploaded file. Scanned documents or images must be of
sufficient quality, no less than 150 dpi, to allow for reading or interpreting the words,
drawings, images or sketches. The City may disqualify any Submittal Response that
does not meet the criteria stated in this paragraph.
Page 603 of 782
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 6
6. The deadline for receipt of questions is 2:00 p.m., local time on September 12,
2023. Questions received after that time may not be answered. The City will receive
questions regarding this RFQ only through written inquiries directed to Olena
Stokych, Purchasing Analyst by email at ostokych@ocoee.org OR through the RFQ
project file on Bonfire. Any clarifications/changes will be made by way of written
addenda only, issued by the Purchasing Analyst and posted on Bonfire.
7. Prospective Respondents should contact the Purchasing Analyst for information
regarding this RFQ and should not contact other City staff or other City consultants
for information regarding this RFQ before the project award date. Any contact with
any other member of the City Staff, City Commission, or its Agents during the RFQ,
award, and protest period may be grounds for Respondent disqualification.
8. Action on qualification packages is expected to be taken by the City Commission
within approximately ninety (90) days of the submission opening date; however, no
guarantee or representation is made herein as to the time between receipt of the
qualification package and subsequent City Commission action. An estimated
schedule is provided below.
9. All applicable laws and regulations of the United States, the State of Florida, and the
City of Ocoee will apply to any resulting Agreement.
10. The successful Respondent shall be required to execute an Agreement, in form and
content acceptable to the City, indemnifying and holding harmless the City, its
officials, officers, employees, and agents from all claims.
11. CONVICTED VENDOR LIST (PUBLIC ENTITY CRIME): A person or affiliate
who has been placed on the convicted vendor list following a conviction for a public
entity crime may not submit a proposal on an award to provide any goods or services
to a public entity, may not submit a proposal on an award with a public entity for the
construction or repair of a public building or public work, may not submit proposals
on leases of real property to a public entity, may not be awarded or perform work as a
Contractor, Supplier, Subcontractor, or Consultant under a award with any public
entity, and may not transact business with any public entity in excess of the threshold
amount provided in section 287.017 for Category Two for a period of 36 months
from the date of being placed on the convicted vendor list. See Florida Statute
287.133 (2) (a).
12. FLORIDA PUBLIC RECORDS LAW: In accordance with Chapter 119 of the
Florida Statutes, and, except as may be provided by Chapter 119 of the Florida
Statutes and other applicable State and Federal Laws, all Respondents should be
aware that the proposal and the responses thereto are in the public domain and are
available for public inspection. Respondents are requested, however, to identify
specifically any information contained in their proposal which they consider
confidential and/or proprietary and which they believe to be exempt from disclosure,
citing specifically the applicable exempting law. All proposals received in response to
Page 604 of 782
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 7
this solicitation become the property of the City of Ocoee and will not be returned. In
the event of an award, all documentation produced as part of the contract will become
the exclusive property of the City.
13. PUBLIC RECORDS COMPLIANCE: The City of Ocoee (City) is a public agency
subject to Chapter 119, Florida Statutes. Contractor agrees to comply with Florida’s
Public Records Law. Specifically, Contractor shall:
1. Keep and maintain public records required by City to perform the service.
2. Upon request from City’s custodian of public records, provide City with a copy of
the requested records or allow the records to be inspected or copied within a
reasonable time at a cost that does not exceed the cost provided in chapter 119,
Florida Statutes, or as otherwise provided by law.
3. Ensure that public records that are exempt or confidential and exempt from the
public records disclosure requirements are not disclosed except as authorized by law
for the duration of the contract term and following completion of the contract if
Contractor does not transfer the records to City.
4. Upon completion of the contract, Contractor agrees to transfer at no cost to City all
public records in possession of Contractor or keep and maintain public records
required by City to perform the service. If Contractor transfers all public record to
City upon completion of the contract, Contractor shall destroy any duplicate public
records that are exempt or confidential and exempt from public records disclosure
requirements. If Contractor keeps and maintains public records upon completion of
the contract, Contractor shall meet all applicable requirements for retaining public
records. All records stored electronically must be provided to City, upon request from
City’s custodian of public records, in a format that is compatible with the information
technology systems of City.
5. A Contractor who fails to provide the public records to City within a reasonable
time may be subject to penalties under § 119.10, Florida Statutes.
IF THE CONTRACTOR HAS QUESTIONS REGARDING THE
APPLICATION OF CHAPTER 119, FLORIDA STATUTES, TO
THE CONTRACTOR'S DUTY TO PROVIDE PUBLIC RECORDS
RELATING TO THIS CONTRACT, CONTACT THE
CUSTODIAN OF PUBLIC RECORDS AT 407-905-3105,
CCDL@OCOEE.ORG, WITH AN OFFICE LOCATED AT 1 N.
BLUFORD AVENUE, OCOEE, FLORIDA 34761.
14. PATENT INDEMNITY: Except as otherwise provided, the successful respondent
agrees to indemnify City and its officers, agents, and employees against liability,
including costs and expenses for infringement upon any letters patent of the United
States arising out of the performance of this Contract or out of the use or disposal by
or for the account of the City or supplies furnished or construction work performed
hereunder.
Page 605 of 782
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 8
Further, the Respondent shall fully indemnify, defend, and hold harmless the City and
its officers, agents, and employees from any suits, actions, damages, and costs of
every name and description, including attorneys’ fees, arising from or relating to
violation or infringement of a trademark, copyright, patent, trade secret, unpatented
invention, or intellectual property right. If the bidder uses any design, device, or
materials covered by letters, patent, or copyright, it is mutually agreed and
understood without exception that the bid price shall include all royalties or cost
arising from the use of such design, device, or materials.
15. The City reserves the right to accept or reject any or all responses, to waive
formalities, technicalities or irregularities, to request clarification of information
submitted in any proposal, or to re-advertise for new qualification packages. The City
may accept any item or group of items of any response, unless the Respondent
qualifies its qualification package by specific limitations. The City may accept one or
more responses if, in the City’s discretion, the City determines that it is in the City’s
best interest to do so.
The City reserves the right to award the contract to the Respondent which, in the
City’s sole discretion, is the most responsive and responsible Respondent. The City
reserves the right, as an aid in determining which qualification package is
responsible, to require a Respondent to submit such additional evidence of
Respondent’s qualifications as the City may deem necessary, and may consider any
evidence available to the City of the financial, technical, and other qualifications and
abilities of a Respondent, including past performance (experience) with the City and
others. The City Commission shall be the final authority in the selection of any and
all responses.
16. CONFLICT OF INTEREST/NON-COLLUSION CERTIFICATION:
a) Respondent declares that the only persons or parties interested in their proposal
are those named herein, that this proposal is, in all respects, fair and without
fraud and that it is made without collusion with any other vendor or official of
the City of Ocoee. Neither the Affiant nor the above-named entity has directly
or indirectly entered into any agreement, participated in any collusion, or
otherwise taken any action in restraint of free competitive pricing in connection
with the entity’s submittal for the above project. This statement restricts the
discussion of pricing data until the completion of negotiations and execution of a
contract for the described services.
b) Respondent certifies that no City Commissioner, other City Official, or City
employee directly or indirectly owns assets or capital stock of the Responding
entity, nor will directly or indirectly benefit by the profits or emoluments of this
proposal. (For purposes of this paragraph, indirect ownership or benefit applies
to any members of his or her immediate family)
c) Respondent certifies that no member of the entity’s ownership or management is
presently applying for an employee position or actively seeking an elected
position with the City. In the event that a conflict of interest is identified in the
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provision of services, Respondent agrees to immediately notify the City in
writing. Complete and submit the attached form with qualification package.
d) Respondent further declares that a careful examination of the scope of services,
instructions, and terms and conditions of this RFQ has occurred, and that the
proposal is made according to the provisions of the RFQ documents, and will
meet or exceed the scope of services, requirements, and standards contained in
the RFQ documents.
e) Respondent agrees to abide by all conditions of the negotiation process. In
conducting negotiations with the City, Respondent offers and agrees that if this
negotiation is accepted, the Respondent will convey, sell, assign, or transfer to
the City all rights, title, and interest in and to all causes of action it may now or
hereafter acquire under the anti-trust laws of the United States and the State of
Florida for price fixing relating to the particular commodities or services
purchased or acquired by the City. At the City’s discretion, such assignment
shall be made and become effective at the time the City tenders final payment to
the Respondent. The proposal constitutes a firm and binding offer by the
Respondent to perform the services as stated.
17. Drug-Free Workplace: Provide a statement concerning the Respondent’s status as a
Drug-Free Workplace or evidence of an implemented drug-free workplace program.
Complete and submit the attached form with qualification package.
18. Scrutinized Companies: Bidder certifies that the company is not participating in a
boycott of Israel. Bidder certifies that the Bidder is not on the Scrutinized Companies
that Boycott Israel List, not on the Scrutinized Companies with Activities in Sudan
List, not on the Scrutinized Companies with activities in the Iran Petroleum Energy
Sector List, or has been engaged in business operations in Cuba or Syria, as those
terms are used and defined in sections 287.135 and 215.473 of the Florida Statutes. In
the event that Bidder is unable to provide such certification but still seeks to be
considered for award of this solicitation, Bidder shall, on a separate piece of paper,
clearly state that it is on one or both of the Scrutinized Companies lists and shall
furnish together with its proposal a duly executed written explanation of the facts
supporting any exception to the requirement for certification that it claims under
Section 287.135 of the Florida Statutes. Bidder agrees to cooperate fully with the City
in any investigation undertaken by the City to determine whether the claimed
exception would be applicable. The City shall have the right to terminate any contract
resulting from this solicitation for default if Bidder is found to have submitted a false
certification, or to have been placed on the Scrutinized Companies that Boycott Israel
List, or to have been placed on the Scrutinized Companies for Activities in Sudan
List, or the Scrutinized Companies with Activities in the Iran Petroleum Energy
Sector List, or has been engaged in business operations in Cuba or Syria.
19. E-VERIFY REGISTRATION AND USE.
By entering into the Contract, the awarded Contractor is obligated to comply with
the provisions of § 448.095, Fla. Stat., "Employment Eligibility." This includes, but
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is not limited to utilization of the E-Verify System to verify the work authorization
status of all newly hired employees, and requiring all subcontractors to provide an
affidavit attesting that the subcontractor does not employ, contract with, or
subcontract with, an alien unauthorized to work in the USA. Failure to comply will
lead to termination of this contract, or if a subcontractor knowingly violates the
statute, the subcontractor must be terminated immediately. If the Contract is
terminated pursuant to Section 448.095, Fla. Stat., such termination is not a breach
of contract and may not be considered as such. Any challenge to termination under
this provision must be filed in the Ninth Judicial Circuit Court of Florida no later
than 20 calendar days after the date of termination. If the Contract is terminated for a
violation of Section 448.095 Fla. Stat., by the Contractor, the Contractor shall be
liable for any additional costs incurred by the City as a result of the termination of
the Contract. Nothing in the E-Verify Certification shall be construed to allow
intentional discrimination of any class protected by law.
A. Pursuant to section 448.095, Florida Statutes, Contractor shall register with and
use the U.S. Department of Homeland Security's E-Verify system, https://e-
verify.uscis.gov/emp, to verify the work authorization status of all Contractor
employees hired on and after January 1, 2021.
B. Subcontractors
(i) Contractor shall also require all subcontractors performing work under this
Agreement to use the E-Verify system for any employees they may hire during
the term of this Agreement.
(ii) Contractor shall obtain from all such subcontractors an affidavit stating the
subcontractor does not employ, contract with, or subcontract with an
unauthorized alien, as defined in section 448.095, Florida Statutes.
(iii) Contractor shall maintain a copy of all subcontractor affidavits for the
duration of the Agreement.
C. Contractor must provide evidence of compliance with section 448.095, Florida
Statutes. Evidence shall consist of an affidavit from the Contractor stating all
employees hired on and after January 1, 2021 have had their work authorization
status verified through the E-Verify system and a copy of their proof of registration
in the E-Verify system.
D. Failure to comply with this provision is a material breach of the Agreement, and
shall result in the immediate termination of the Agreement without penalty to the
City. Contractor shall be liable for all costs incurred by the City to secure a
replacement Agreement, including but not limited to, any increased costs for the
same services, any costs due to delay, and rebidding costs, if applicable.
Completed the attached Contractor E-Verify Affidavit and submit with
qualification package.
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B. INSURANCE TERMS AND CONDITIONS
The successful Respondent shall be required to provide evidence of both General (Public &
Property) Liability and Professional Liability Insurance (Design Errors and Omissions in
the amount of $1,000,000) in the form of a certificate of insurance issued on behalf of the
City of Ocoee and naming the City as an additional insured, by companies acceptable to the
City at the minimum limits and coverages listed below with deductible amounts acceptable
to the City. The selected consultant shall not commence any work in connection with an
Agreement until all of the following types of insurance have been obtained and such
insurance has been approved by the City, nor shall the consultant allow any subconsultant
to commence work on a subcontract until all similar insurance required of the
subconsultant has been so obtained and approved. Policies other than Workers’
Compensation shall be issued only by companies authorized by subsisting certificates of
authority issued to the companies by the Department of Insurance of Florida which
maintain a Best’s Rating of “A” or better and a Financial Size Category of “VII” or better
according to the A.M. Best Company. Policies for Workers’ Compensation may be issued
by companies authorized as a group self-insurer in accordance with Ch. 440 of the Florida
Statutes.
1. Loss Deductible Clause: The City shall be exempt from, and in no way liable for, any
sums of money which may represent a deductible in any insurance policy. The
payment of such deductible shall be the sole responsibility of the Consultant and/or
subconsultant providing such insurance.
2. Workers’ Compensation Insurance: The Consultant shall obtain during the life of this
Agreement, Worker’s Compensation Insurance with Employer’s Liability Limits of
$500,000/$500,000/$500,000 for all the Consultant’s employees connected with the
work of this project and, in the event any work is sublet, the Consultant shall require
the subconsultant similarly to provide Workers’ Compensation Insurance for all of the
latter’s employees unless such employees are covered by the protection afforded by the
Consultant. Such insurance shall comply fully with the Florida Workers’
Compensation Law. In case any class of employees engaged in hazardous work under
this contract for the City is not protected under the Workers’ Compensation statute, the
Consultant shall provide, and cause each subconsultant to provide adequate insurance,
satisfactory to the City, for the protection of the Consultant’s employees not otherwise
protected. Include Waiver of Subrogation in favor of the City of Ocoee.
3. Consultant’s Public Liability and Property Damage Insurance: The Consultant shall
obtain during the life of this Agreement COMMERCIAL AUTOMOBILE
COVERAGE, this policy should name the City of Ocoee as an additional insured, and
shall protect the Consultant and the City from claims for damage for personal injury,
including accidental death, as well as claims for property damages which may arise
from operations under this Agreement whether such operations be by the Consultant or
by anyone directly or indirectly employed by the Consultant, and the amounts of such
insurance shall be the minimum limits as follows:
4. Automobile Bodily Injury Liability & Property Damage Liability
• $1,000,000 Combined single limit per occurrence (each person, each accident)
• All covered automobile will be covered via symbol 1
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• Liability coverage will include hired & non-owned automobile liability
• Include Waiver of Subrogation in favor of The City of Ocoee
5. Comprehensive General Liability (Occurrence Form) - This policy should name the
City of Ocoee as an additional insured and should indicate that the insurance of the
Consultant is primary and non-contributory.
• $2,000,000 GENERAL AGGREGATE
• $2,000,000 PRODUCTS-COMPLETED OPERATIONS AGGREGATE
• $1,000,000 PER OCCURRENCE
• $1,000,000 PERSONAL & ADVERTISING INJURY
• Include Waiver of Subrogation in favor of the City of Ocoee
6. Professional Liability Insurance
• Design Errors and Omissions in the amount of $1,000,000
7. Subconsultant’s Comprehensive General Liability, Automobile Liability and Worker’s
Compensation Insurance: The Consultant shall require each subconsultant to procure
and maintain during the life of this subcontract, insurance of the type specified above or
insure the activities of these subconsultants in the Consultant’s policy, as specified
above.
8. Owner’s Protective Liability Insurance: As applicable for construction projects,
providing coverage for the named insured’s liability that arises out of operations
performed for the named insured by independent consultants and are directly imposed
because of the named insured’s general supervision of the independent consultant. The
Consultant shall procure and furnish an Owner’s Protective Liability Insurance Policy
with the following limits: $1,000,000, and per occurrence, $2,000,000. Aggregate and
naming the City of Ocoee as the Named Insured.
9. Contractual Liability: If the project is not bonded, the consultant’s insurance shall
also include contractual liability coverage to insure the fulfillment of the contract.
NOTE: PUBLIC LIABILITY INSURANCE AND AUTOMOBILE LIABILITY
INSURANCE, THE CITY SHALL BE NAMED AS ADDITIONAL INSURED.
• $1,000,000 PER OCCURRENCE
• $2,000,000 AGGREGATE
Commercial Umbrella
• $1,000,000 PER OCCURRENCE
• $2,000,000 Aggregate
• Including Employer’s Liability and Contractual Liability
Builders Risk: (Not Applicable)
10. Certificates of Insurance: Certificate of Insurance Form (see sample below), naming
the City of Ocoee as an additional insured will be furnished by the Consultant upon
notice of award. These shall be completed by the authorized Resident Agent and
returned to the Office of the Purchasing Analyst. This certificate shall be dated and
show the following:
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• The name of the Insured consultant, the specific job by name and job number,
the name of the insurer, the number of the policy, its effective date, and its
termination date.
• Statement that the Insurer shall mail notice to the Owner at least thirty (30)
days prior to any material changes in provisions or cancellation of the policy,
except ten (10) days written notice of cancellation for non-payment of
premium.
• Certificate Holder: City of Ocoee, 1 N. Bluford Avenue, Ocoee, FL 34761.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 14
C. SCOPE OF SERVICES
The City of Ocoee desires to update its Land Development Code (“LDC”) to ensure
consistency with the Comprehensive Plan and achieve the vision and goals established by
the approved Ocoee Downtown Master Plan, Community Redevelopment Area (“CRA”)
Special Development Plan, and State Road (“SR”) 429 Overlay Area, inclusive of the Plant
Street, Business Center and Interchange Village Character Areas, as well as industry best
practices and current laws. The City’s current LDC includes a patchwork of amendments
intended to help the City develop walkable urban activity centers; however, because it was
originally drafted to facilitate automobile-oriented suburban development, the current LDC
often conflicts with the City’s efforts to shift from a suburban to a more urban, walkable,
sustainable city. The City has recently completed an audit of the LDC, and this LDC
update will be based on the findings and recommendations of that Audit. A qualified
Statement or Response will demonstrate the firm’s ability to utilize its land use law, code
writing, land use planning, urban design, form-based code, and public outreach expertise
to:
• Implement the Comprehensive Plan and various Master and Special Area Plans
by i dentifying sustainable regulations and strategies to shift the City from a
suburban to a more urban character and enhance mobility, economic vitality and
the overall quality of life through better site design standards;
• Create standards that foster mixed-use and multi-use development and
redevelopment within the Downtown Overlay Area and other Overlay Areas
using different character, intensity and scale of development and the integration of
complementary mixed uses based on the desired context of the area;
• Modify and expand the list of land uses in Table 5-1 (Permitted Use Regulations)
to provide a full range of land uses that are likely to occur within the City;
• Eliminate internal inconsistencies and conflicting standards that have resulted
from patchwork amendments;
• Reorganize, consolidate, and supplement Article IV (Procedures), Article V (Land
Use and Density Regulations) and Article VI (Design and Performance Standards)
as recommended by the LDC Audit;
• Review and update Article VIII (Signs) to account for strict scrutiny of content-
based sign regulations imposed by Reed v. Gilbert and to create standards for the
placement, design, scale, aesthetics and architectural elevations of signage in the
City based off of the new urban framework; and
• Draft a hybrid form-based Code, supplemented by clear illustrations and graphics
as appropriate and needed, that provides site design and architectural guidelines
and regulations that will not only be easily implemented but also effective in
discouraging, limiting or eliminating monotonous street fronts, building
elevations, rooflines and auto-centric site designs and development patterns.
While firms are encouraged to propose modifications to the individual tasks that improve the
efficiency and effectiveness of the LDC Update process and resulting LDC, the firm shall
provide a scope of services that generally includes the following tasks in order to accomplish the
above listed objectives and a budget with estimated man-hours for accomplishing such tasks.
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 15
Task 1. Project Orientation and Document Review. After securing documents
provided by the Project Management Team, the Consultant will review applicable
documents, specifically the LDC Audit, and meet with staff to discuss the findings and
recommendations of the Audit and, if determined to be needed, conduct a windshield
survey of the City with the Project Management Team and reach a common
understanding of project objectives, schedules, protocols, and deliverables.
Task 2. Matrices of Standards. The Consultant shall develop and provide to the City a
series of matrices documenting (1) existing site development standards for each zoning
district and special overlay area and the design and performance standards in Articles V
and VI and the Sign Code in Article VIII , (2) conflicting provisions, and (3) proposed
alternative standards, where appropriate, to eliminate unnecessary distinctions between
similar developments and proposed standards to codify and implement the goals and
strategies of the various approved planning documents referenced in the Scope of
Service.
Task 3. Annotated Regulatory Outline. Following City review and approval of the
Matrices, the Consultant shall provide, in outline format, a summary of the proposed
changes to each applicable section of Articles IV, V, VI and VIII of the existing LDC as
well as any other proposed changes in enough detail for the Project Management Team to
understand the location and substance of the proposed Code changes. Proposed LDC
amendments should be substantively consistent with the Comprehensive Plan and
supporting Master Plans.
Task 4. Code Drafting. Following approval of the Outline, the Consultant shall prepare
and provide drafts of proposed LDC amendments in redline/strikeout format using
MSWord to the Project Management Team. This task shall include up to two (2) rounds
of edits/revisions.
Task 5. Project Management and Coordination. The Consultant and Project
Management Team shall participate in a Project Kick-Off Meeting to discuss goals and
deliverables of the Project and agree upon a goal adoption date. Working backwards
from the agreed upon date of adoption, the Consultant shall provide a schedule of
deliverables for review by the Project Management Team to ensure that the Project is
completed within a reasonable and achievable timeframe. The Consultant shall
participate in monthly meetings with the Project Management Team, as needed, to
discuss the status of each Task, particularly Task 4 Code Drafting, and seek guidance as
needed during the process. During the drafting process, as proposed Articles or major
sections are completed, the Consultant shall provide an electronic copy to the Project
Management Team for review and comment. The Project Management Team shall keep
the Consultant apprised of any needed changes in deadlines or meeting dates.
Task 6. Community/Stakeholder Outreach. Following completion of the draft
amendments by the Consultant and review of the draft amendments by the Project
Management Team, and prior to the formal public hearing process, the Consultant shall
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 16
participate in up to two (2) community workshops to review and discuss proposed LDC
Update with the public, focusing on substantive changes to existing standards and
procedures that are needed in order to realize the goals and visions of the Comprehensive
Plan and supporting Master Plans. The Consultant shall provide up to two (2) key team
members to participate in the community workshop, and the City shall staff the
community workshops.
Task 7. Planning and Zoning Commission Review and Action. The Consultant shall
provide, as needed or requested by the Project Management Team, any documents or
graphics needed in the preparation for the Planning and Zoning Commission public
hearing, and the Consultant shall provide up to two (2) key team members to highlight
and discuss the proposed substantive changes to the LDC at the PZC public hearing.
Task 8. City Commission Review and Action. The Consultant shall provide to the
Project Management Team any documents or graphics discussed or requested by the
Planning and Zoning Commission and shall provide up to two (2) key team members to
highlight and discuss the proposed substantive changes to the LDC at the City
Commission public hearing.
Task 9. Final Draft of LDC Update. Following City Commission approval of the draft
LDC Update, the Consultant shall finalize the LDC Update in response to City
Commission comments, if any, and provide the Code as adopted by the City Commission
to the Project Management Team in digital form in MSWord and PDF format.
D. SUBMITTALS
Qualifications packages should be designed to portray to the City how the respondent’s services
can best match the knowledge, skills, and abilities sought by the Scope of Services given above.
In order for the City to evaluate the qualification package, each Respondent should provide
information relative to their ability to provide services that will best meet the needs of the City.
Each qualification package should consist minimally of a cover letter, statement of
qualifications, and the required forms (attached at the end of these instructions). Respondents
should also include a copy of all applicable licenses held by the firm, key staff/project team, and
subconsultants proposing to perform the work. Qualification packages should be limited to a
total of fifty (50) 8.5”x 11” pages (required forms are excluded from the page count) single-
sided, portrait orientation, 12-point font if possible. Additional requirements of submissions are
supplied below. Any qualification package failing to conform to these specifications is subject
to rejection. The person signing the signature sheet on behalf of the Respondent must have the
legal authority to bind the Respondent to the submitted qualification package and it shall be
understood to do so. All expenses for providing a qualification packages to the City shall be
borne by the Respondent.
The City of Ocoee requires comprehensive responses to every section within this RFQ. To
facilitate the review of the responses, firms should follow the described response format below.
The intent of the RFQ format requirements is to expedite review and evaluation. It is not the
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RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 17
intent to constrain firms with regard to content, but to assure that the specific requirements set
forth in this RFQ are addressed in a uniform manner amenable to review and evaluation. In order
to simplify the review process and obtain the maximum degree of comparison, the Respondent
should follow the format below in responding to this RFQ:
Tab 1. Qualifications and Response to Scope of Services
• Provide a written explanation of how the expertise of the Planning Consulting
firm and the specific individuals assigned to this contract would be utilized to
perform tasks identified in the above Scope of Services.
• Provide the professional qualifications of the firm and key individuals, as well
as their locations, to be assigned to the contract (include resumes). Provide
copies of firm’s and key employee’s certifications and licenses with regulatory
agencies, professional organizations, etc.
• List of firm’s sub-consultants that would be assigned to this contract, their
qualifications, and their role in this project. Include names, addresses, and
previous qualifications if you propose using Specialty Consultant Services.
Tab 2. Experience and References
• List of firm’s current or recently completed similar services within the past
three (3) years with other municipalities or County governments. Include
original contract price, final cost, and reason for overages if applicable.
• Firm’s current and projected workload for the duration of this contract.
• Demonstrate the ability to deliver project on time and within budget.
• Demonstrate how firm has added value to previous clients’ Land Development
Code Updates or City-wide planning efforts.
• List of at least three (3) client references to include organization name, contact
person, telephone number(s), and e-mail addresses.
Tab 3. Hourly Rates & Required Forms
• Tabulation of employee’s (pertinent to the contract and the project) current
(base year) loaded hourly wages and anticipated annual increases and hourly
rates. Tabulation of all other charges and miscellaneous expenses which may
appear or would be charged to the City on the firm’s invoices. Tabulation of
estimated man-hours for each employee pertinent to and assigned to perform
work under this contract. Such estimated man-hours shall be reflected in the
proposed scope of services requested in Section C.
• The following required forms and documentations:
Section I. Summary of Litigation.
Section J. Acknowledgement of Addenda.
Exhibit A Conflict of Interest Disclosure form.
Exhibit B Drug-Free Workplace Certification.
Exhibit C Company Information/Signature Sheet.
Exhibit D Contractor E-Verify Affidavit.
E. TIME SCHEDULE
The anticipated schedule of events related to this solicitation is:
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Date of RFQ RFQ Ad publication
23 days later Last day for questions
30 days later Submission Deadline - Statements of qualification are due
35 days later Qualification statements distributed to evaluation committee
50 days later Evaluation committee meeting held
Next meeting Short-list of ranked firms recommended to City Commission
Dates are estimated and subject to change at the City’s discretion.
F. SELECTION PROCESS
1. The criteria for selection shall be based on the criteria listed below, including the firm’s
qualifications, location, past performance, and reference check. The City reserves the
right, before awarding the contract, to require a Respondent to submit such evidence of
its qualifications, as the City may deem necessary and may require oral presentations of
firms. The City shall be the sole judge of the competency of Respondents.
2. A City evaluation committee appointed by the City Manager will evaluate each
respondent’s qualifications and will short-list and recommend to the City Commission
the top-ranked firm based upon the evaluation committee’s evaluation of the responses
and any client references. All Respondents will be notified via Bonfire or other means
of evaluation committee’s recommended ranking of firms to the City Commission. The
City Commission’s decision to endorse or modify the ranking by the evaluation
committee shall be final. The City Commission shall be the final authority in the award
or rejection of any and/or all responses.
3. The City will attempt to negotiate an agreement with the top-ranked Respondent. If no
agreement is reached with the top-ranked Respondent, negotiations will be terminated
and initiated with the second-ranked Respondent, and so on, until an agreement is
reached.
4. The successful Respondent shall be required to execute an agreement which provides,
among other things, that all plans, drawings, reports, and specifications that result from
Respondent’s services shall become the property of the City. Upon the successful
negotiation of an agreement, a formal contract and/or City issued Purchase Order will
be prepared and subsequently executed by both parties.
5. The following evaluation criteria will be used to rate the timely received responses:
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* Information supplied by client references may be used in determining the relative merits
of a Respondent under any and all of the above-listed evaluation criteria.
G. PAYMENT
No work shall commence until the verification of the issuance of the purchase order or
other authorization document. It shall be the professional planning LDC firm’s
responsibility to include those references on each invoice submitted for the work.
Invoicing for completed work or progress billing shall be submitted to the requesting City
Department for processing and submission for payment by the Finance Department with a
copy to:
Accounts Payable
Finance Department
City of Ocoee
1 N. Bluford Avenue
Ocoee, Florida 34761
H. BID PROTESTS
All Bid Protests shall be submitted to the Purchasing Analyst, ostokych@ocoee.org with a
copy to the Procurement Manager, jtolbert@ocoee.org, in the following manner:
1. A Bidder shall file a written bid protest under this Article or be barred any relief; oral
protests shall not be acknowledged.
2. A bid protest shall be limited to the following grounds: (a) issues arising from the
procurement provisions of the Project Manual, its addenda, and other bidding
EVALUATION CRITERIA* Maximum
Points
1. Ability of firm to provide type and quality of services outlined in
Scope of Services 30
2. Quality and extent of the assigned staff’s experience with Code
updates and planning efforts as they relate to the City’s Scope of
Services 30
3. Ability to complete project within budget with current/projected
workload 20
4. Efficiency, cost-effectiveness, and demonstration of value added
to achieve Client goals. 20
Total Points 100
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documents; and/or (b) applicable federal, state, or local law. No bid protest may be
based upon questions concerning the design documents (drawings and specifications).
The Bidder shall clarify all questions concerning the design documents of the project
prior to submitting its bid.
3. The content of the bid protest shall fully state the factual and legal grounds for the
protest and the legal basis for the relief requested.
4. The bid protest shall be filed with the Purchasing Analyst with a copy to the
Procurement Manager not later than five (5) calendar days after the posting of the
notice of intent to award or recommendation of award by staff, whichever is earlier.
5. The Procurement Manager, on behalf of the City, shall make a determination of the
merits of the protest not later than five (5) business days after receipt of the protest. If
the City denies the protest, the City may proceed with award of the contract unless
enjoined by order of a court of competent jurisdiction.
I. SUMMARY OF LITIGATION:
Provide a summary of any litigation, claim(s), bid or contract dispute(s) filed by or against
the Bidder in the past five (5) years which is related to the services that the Bidder provides
in the regular course of business. The summary shall state the nature of the litigation,
claim, or contact dispute, a brief description of the case, the outcome or projected outcome,
and the monetary amounts involved. If none, then please say so.
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
_________________________________________________________________________
____________________________________________________________________
(Attach additional sheets if necessary)
J. ACKNOWLEDGEMENT OF ADDENDA:
Bidder acknowledges receipt of the following addenda:
No._____________ Dated _____________________
No._____________ Dated _____________________
No._____________ Dated _____________________
END OF INSTRUCTIONS
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EXHIBIT “A”
RFQ CONFLICT OF INTEREST DISCLOSURE FORM
Award of this contract is subject to the provisions of Chapter 112, Florida Statutes. All Proposers must
disclose within their Proposal: the name of any City of Ocoee employee, Mayor or City Commissioner,
other City Official, or City Consultants, who owns assets or capital stock, directly or indirectly, in the
Proposer’s firm or any of its branches, or would directly or indirectly benefit by the profits or emoluments
of this proposal. (Indirect ownership or benefit applies to any members of his or her immediate family.)
Proposer certifies that no member of the entity’s ownership or management is presently applying for an
employee position or actively seeking an elected position with the City. In the event that a conflict of
interest is identified in the provision of services, Proposer agrees to immediately notify the City in
writing.
The purpose of this disclosure form is to give the City the information needed to identify potential
conflicts of interest for the City Commission, Evaluation Committee members, and other key City
employees and consultants involved in the award of this contract.
According to Chapter 112, Florida Statutes, the term “conflict of interest” “means a situation in which
regard for a private interest tends to lead to disregard of a public duty or interest”, and refers to situations
in which financial or other personal considerations may adversely affect, or have the appearance of
adversely affecting, an employee’s professional judgment in exercising any City duty or responsibility in
administration, management, instruction, research, or other professional activities.
Please check one of the following statements and attach additional documentation if necessary:
_________ To the best of our knowledge, the undersigned firm has no potential conflict of interest for
this Proposal.
_________ The undersigned firm, by attachment to this form, submits information which may be a potential
conflict of interest for this Proposal.
Acknowledged by:
____________________________________________________________________________
Firm Name
___________________________________________________________________________
Signature
____________________________________________________________________________
Name and Title (Print or Type)
____________________________________________________________________________
Date
Page 619 of 782
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 22
EXHIBIT “B”
DRUG-FREE WORKPLACE CERTIFICATION
The undersigned Respondent, in accordance with Florida Statute 287.087 hereby certifies that it
has a drug-free workplace program. In order to have a drug-free workplace program, a business
shall:
1. Publish a statement notifying employees that the unlawful manufacture, distribution,
dispensing, possession, or use of a controlled substance is prohibited in the workplace
and specifying the actions that will be taken against employees for violations of such
prohibition.
2. Inform employees about the dangers of drug abuse in the workplace, the business's policy
of maintaining a drug-free workplace, and available drug counseling, rehabilitation, and
employee assistance programs, and the penalties that may be imposed upon employees
for drug abuse violations.
3. Give each employee engaged in providing the commodities or contractual services that
are under bid a copy of the statement specified in subsection (1).
4. In the statement specified in subsection (1), notify the employees that, as a condition of
working on the commodities or contractual services that are under bid, the employee will
abide by the terms of the statement and will notify the employer of any conviction of, or
pleas of guilty or nolo contendere to, any violation of Chapter 893 or of any controlled
substance law of the United States or any state, for a violation occurring in the workplace
no later than five (5) days after such conviction.
5. Impose a sanction on, or require the satisfactory participation in a drug abuse assistance
or rehabilitation program is such is available in the employee's community, by any
employee who is so convicted.
6. Make a good faith effort to continue to maintain a drug-free workplace through
implementation of this section.
As the person authorized to sign the statement, I certify that this firm complies fully with the
above requirements.
Respondent:
Signed:
By:
(Print or Type Name)
Title:
Date:
Page 620 of 782
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 23
EXHIBIT “C”
COMPANY INFORMATION/SIGNATURE SHEET RFQ #23-010
FAILURE TO COMPLY WITH THESE RFQ INSTRUCTIONS WILL RESULT IN
DISQUALIFICATION OF YOUR QUALIFICATION PACKAGE. PLEASE SIGN BELOW
ATTESTING THAT YOU HAVE READ AND UNDERSTAND ALL RFQ INSTRUCTIONS, AND
THAT YOU UNDERSTAND THAT THE SUCCESSFUL RESPONDENT WILL BE REQUIRED TO
ENTER INTO A LEGALLY BINDING CONTRACT WITH THE CITY OF OCOEE.
__________________________________ __________________________________
COMPANY NAME TELEPHONE (INCLUDE AREA CODE)
__________________________________
FAX (INCLUDE AREA CODE)
__________________________________
E-MAIL ADDRESS
_________________________________ IF REMITTANCE ADDRESS IS
AUTHORIZED SIGNATURE (manual) DIFFERENT FROM PURCHASE ORDER
ADDRESS, PLEASE INDICATE BELOW:
________________________________
NAME/TITLE (PLEASE PRINT) ____________________________________________
___________________________________________
________________________________ ___________________________________________
STREET ADDRESS
_________________________________
CITY STATE ZIP
FEDERAL ID #____________________
_____Individual _____Corporation _____Partnership _____Other (Specify)________________________
Sworn to and subscribed before me by means of ☐ physical presence or ☐ online notarization
this ________day of ____________________, 20____.
Personally Known ___________ or
Produced Identification _______
____________________________ Notary Public - State of _______________
(Type of Identification) County of __________________
___________________________
Signature of Notary Public
___________________________
Printed, typed or stamped
Commissioned name of Notary Public
Page 621 of 782
RFQ #23-010 – Professional Planning Services for the City of Ocoee’s Land Development Code Update 24
EXHIBIT “D”
CONTRACTOR E-VERIFY AFFIDAVIT
I hereby certify that [insert contractor company name] does
not employ, contract with, or subcontract with an unauthorized alien, and is otherwise in full
compliance with Section 448.095, Florida Statutes.
All employees hired on or after January 1, 2021 have had their work authorization status
verified through the E-Verify system.
A true and correct copy of [insert contractor company name]
proof of registration in the E-Verify system is attached to this Affidavit.
Print Name:
Date:
STATE OF FLORIDA
COUNTY OF _
The foregoing instrument was acknowledged before me by means of □physical presence or
□online notarization, this (date) by (name of officer
or agent, title of officer or agent) of (name of contractor company
acknowledging), a _________ (state or place of incorporation) corporation, on behalf of the
corporation. He/she is personally known to me or has produced ____________________
(type of identification) as identification.
[Notary Seal] Notary Public
Name typed, printed or stamped
My Commission Expires: _______
Page 622 of 782
Mayor Commissioners Rusty Johnson Scott R. Kennedy, District 1
Rosemary Wilsen, District 2
City Manager Richard Firstner, District 3 Robert Frank
Ages Hart, District 4
September 7, 2023
ADDENDUM NO. ONE (1)
CITY OF OCOEE
RFQ No. 23-010
PROFESSIONAL PLANNING SERVICES FOR THE CITY OF OCOEE’S LAND DEVELOPMENT
CODE UPDATE
This addendum shall modify and become a part of the original bid documents for the Professional
Planning Services for the City of Ocoee’s Land Development Code Update Projects for FY 2023. This
addendum consists of one (1) page. Bidders shall acknowledge receipt of this Addendum in the space
provided on page 20 of the bid documents. Failure to do so may subject the bidder to disqualification.
The bid date remains the same.
Answers to questions received and/or amendments to the bid documents are as follows:
Q1. Is City Attorney reviewing the land code updates for legal compliance and consistency or should the
consultant assume that responsibility as part of the scope?
A1. The consultant will assume that responsibility as part of the scope.
Olena Stokych
Olena Stokych
Purchasing Analyst
Cc: evaluation committee
Page 623 of 782
Mayor Commissioners Rusty Johnson Scott R. Kennedy, District 1
Rosemary Wilsen, District 2
City Manager Richard Firstner, District 3 Robert Frank
Ages Hart, District 4
September 13, 2023
ADDENDUM NO. TWO (2)
CITY OF OCOEE
RFQ No. 23-010
PROFESSIONAL PLANNING SERVICES FOR THE CITY OF OCOEE’S LAND DEVELOPMENT
CODE UPDATE
This addendum shall modify and become a part of the original bid documents for the Professional Planning
Services for the City of Ocoee’s Land Development Code Update Projects for FY 2023. This addendum consists
of one (1) page. Bidders shall acknowledge receipt of this Addendum in the space provided on page 20 of the bid
documents. Failure to do so may subject the bidder to disqualification. The bid date remains the same.
Answers to questions received and/or amendments to the bid documents are as follows:
Q1. Has the City Commission appropriated funds for the project in the FY 2022-23 or FY 2023-24 budgets, and
if so, how much?
A1. The estimated budget amount for this project is $150,000.
Q2. Could you provide a copy of the Land Development Code (LDC) Audit that is referenced in the RFQ Scope
of Services?
A2. The LDC Audit Report is not yet public information and will be given to the selected firm under Task
1.
Q3. Would the City please provide a sample draft contract?
A3. A draft contract is not available at this time.
Q4. Will the City please confirm that the party awarded the work will be given a contract with indemnity language
that complies with Florida Statute 725.08?
A4. Yes.
Olena Stokych
Olena Stokych
Purchasing Analyst
Cc: evaluation committee
Page 624 of 782