housing study - granicus
TRANSCRIPT
Kearney, NebraskaProposal Response - October 4, 2016
Submitted by RDG Planning & Design
HOUSING STUDY
table of contents
Firm Background Tab 1
Key Personnel Tab 2
Housing Analysis and Forecasting Approach Tab 3
Firm's Ability Tab 4
Primary Data Sources Tab 5
Cost Services and Schedule Tab 6
Housing Study Samples are provided as separate documents
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RDG Planning & Design is a network of design and planning professionals, dedicated to applying our talents in extraordinary ways. We’re architects, landscape architects, engineers, artists and planners with a passion for design, and a drive to make a difference. Beyond creating a space you love, we want you to enjoy the process of getting there. With offices in Omaha (NE); Des Moines and Ames (IA); and Ft. Myers (FL), RDG Planning & Designed is employee-owned. More than 56% of our employees own stock in the company.
From our newest staff to the founding fathers that began their practices in the 1960’s; RDG Planning & Design is dedicated to the collaborative design process. Officially formed in 1989 as the Renaissance Design Group and crafted to bring well established firms together into practice, our organization provides the right people for integrated solutions.
RDG’s Community and Regional Planning group provides a wide variety of design and planning services. With a growing national practice, RDG is a leader in urban design, downtown and housing planning, comprehensive planning, and enhancement of transportation corridors. We have worked in more than 300 large and small communities throughout the country.
RDG views each community as a unique place with its own unique set of systems. This holistic view integrates our philosophy that housing is a contributing and essential factor in the overall function of the community as a whole. In pursuit of the best outcome for our clients, we work closely with universities, not-for-profits, business owners, and residents to create a visionary, yet practical plans, to create forward progress.
Community and Regional Planning Awards and Recognitions:• 2015 Iowa APA for Daniel Burnham Award; EnvisionCR
• 2015 Nebraska APA for Implementation; Park Avenue Plan in Omaha
• 2014 Iowa APA for Transporatation; Activate Mason City Bicycle and Pedestrian Plan
• 2013 Iowa APA for Daniel Burnham Award; Tomorrow Plan for Des Moines Metropolitan Area
• 2013 WYOPASS for Project of the Year; Gillette Downtown Urban Design
• 2013 Nebraska APA for Urban Design; South Omaha Streetscape
• 2012 Iowa APA for Urban Design; Federal Avenue Plaza Mason City
• 2011 Nebraska APA for Best Practice; Downtown Lexington Plan
• 2011 Iowa APA for Daniel Burnham Award; Ankeny Iowa Comprehensive Plan
• 2010 Iowa ASLA for Planning; The Neighborhood at Indian Creek in Marion, Iowa
Contact:
Amy Haase, AICP 900 Farnam Street
Suite 100 Omaha, NE 68102
402-392-0133
www.rdgusa.com
firm profile
LICENSED PROFESSIONALS71164 EMPLOYEES
OF STAFF LEED APS 62% OF STAFF ARE
STOCKHOLDERS36
Continuous learning and responsible design. We love what we do and it shows in our work every day. We design for people, not awards. But we still manage to earn our share of recognition, locally and nationally.
TOP 100 GREEN DESIGN FIRMSBy Engineering News Record - 2015RDG ranked #94 according to design revenue from registered sustainable projects.
TOP 333 ARCHITECTURE & DESIGN FIRMSBy DesignIntelligence - 2016RDG ranked #88 according to revenue, as published in the Almanac of Architecture and Design 2016.
TOP 50 GREEN DESIGN FIRMSBy Architecture Magazine - 2014RDG ranked #47 based on LEED AP credentials, firm commitment to sustainability and projects designed to reduce energy and water consumption
BICYCLE FRIENDLY BUSINESSBy League of American Bicyclists - 2016RDG ranked GOLD according to level of bicycle friendliness as a core fundamental at the workplace; recognizing socially responsible businesses that promote happy, healthy and green living.
ENVIRONMENTAL LEADERSHIP AND INNOVATIONBy Governor Terry Branstad - June 2013
FIRM OF THE YEAR By American Institute of Architects in both Nebraska and Iowa
BEST ENGINEERING AND PLANNING FIRMBy Iowa Bicycle Coalition - 2016
BEST PLACES TO WORKBy Des Moines Business Record - 2015
#94#88#47
GOLD
rdg planning & design
housing study experience
Comprehensive Community Housing PlansThe following included a complete and detailed analysis of housing markets, demographics, conditions, and economic factors in each community. They included analysis of individual sites and development of a detailed housing policy strategy for each town.
• Live SalinaA strategic housing and neighborhood plan for Salina, Kansas that built on detailed analysis of the city at both the community and neighborhood level. In addition to a policy framework to produce a greater balance of new development and redevelopment, Live Salina included detailed strategies for infill and neighborhood stabilization.
• Lake of the Ozarks Regional Housing AssessmentThe Ozarks regional housing study covers an economically diverse four county area in central Missouri. Strategies and policies will balance the demand for housing among seasonal and service employees and high value housing surrounding the lake to create an environment that can be home to an economically diverse population.
• The Ames/Story County Iowa Housing Needs Assessment Study A Housing Assessment and Strategy Plan for Ames and Story County, Iowa. This study was featured in the Planning Advisory Service Report, Regional Approaches to Affordable Housing, 2003.
• Other Current and Past Community and County Housing Plans:
- York County, Nebraska Housing Assessment
- Carroll County, Iowa Housing Assessment
- Russell, Kansas Housing Study
- Wayne, Nebraska Housing Assessment
- Nebraska City, Nebraska Housing Needs Assessment
- Schuyler, Nebraska Housing Needs Assessment
- Plattsmouth, Nebraska Housing Needs Assessment
- Keya Paha, Brown, and Rock County, Nebraska Housing Study
- McPherson County, Kansas Housing Needs Assessment Study
- The South Panhandle Housing Plan: A Regional Housing Plan for Seven Towns in Nebraska
- The HLV Housing Plan: A Housing Plan for Hartwick, Ladora, and Victor, Iowa
- Sioux City, Iowa Metropolitan Area: Comprehensive Housing Affordability Study (CHAS) for the Siouxland Area
- Twin Cities Housing Plan: A Housing Plan for the Scottsbluff-Gering-Terrytown, Nebraska region
- Housing Columbus: A Residential Strategy for Columbus, Nebraska
- Housing Marshalltown, Iowa
- The Iowa Falls Housing Plan: A Comprehensive Housing Plan for Iowa Falls, Iowa
- Webster City Housing Needs Assessment and Plan: Webster City, Iowa
- Salina Housing Plan: An Assessment of Low-Income Housing Needs in Salina, Kansas
Live Salina:
Community Housing Assessment Team (CHAT) Studies
These projects are completed through a special program developed by Black Hills Energy, a multi-state electrical and gas utility company, in cooperation with communities within the company’s natural gas service area. They include an intensive study of the housing and community development needs of individual communities or regions, and feature on-site preparation of the plan. These housing plans are completed on a very compressed schedule, producing a mini-market analysis, strategic assessment, and housing strategy within a three-day period. The program has proven extremely popular and has comprised an important part of our housing planning activity.
We have completed CHAT housing studies in the following communities, organized by state:
Kansas Caldwell DeSoto Dodge City Finney County and Garden City Ford County Great Bend Liberal Lawrence Meade County Scott County Wichita County
Iowa Bellevue Forest City Lake Mills Maquoketa Newton Onawa Spirit Lake Story City Wakonda
Nebraska Fairbury and Jefferson County Bellevue
Minnesota Lake City Windom Steele County Root River Valley: Houston, Rushford, Rushford Village, Peterson Pine County Ada Bemidji Clearwater County Appleton Zumbrota Cannon Falls Roseau Warroad Plainview Dodge County Mabel-Canton-Spring Grove Wells Wadena Proctor Becker County
Missouri Blue Springs Knob Noster Trenton Warrensburg Sedalia Lexington Raytown Belton Rolla Clinton Concordia Lee’s Summit Maryville Liberty Saint Joseph
Colorado Woodland Park Crowley County Kit Carson County
Michigan Grand Haven, Spring Lake, and Ferrysburg Bedford Township Hillsdale County St. Joseph County
Miami Heights
Special Housing Plans and StudiesThese projects include special housing studies or design plans for specific projects. Some examples include:
• Aurora Downtown Housing Assessment Aurora, Nebraska A market analysis and strategy plan for Aurora’s vibrant downtown square.
• Iowa Finance Authority A statewide study that used public outreach and rigorous economic analysis to identify the most critical housing needs for Iowans.
• Downtown Norfolk Housing Study Norfolk, Nebraska A comprehensive market analysis and redevelopment plan for Downtown Norfolk.
• Wintergreen Area Plan Omaha, Nebraska A design, financing, and implementation program for a major neighborhood housing redevelopment project in North Omaha.
• McKinley Commons Great Bend, Kansas A project design and comprehensive development program for an innovative subdivision developed by a consortium of community interests in Great Bend.
• Northeast Kansas City, Kansas Land Use and Development Plan Kansas City, Kansas An urban design and land use plan for a major redevelopment area in Kansas City including the redevelopment of the Juniper Gardens public housing project.
• A Place Downtown: A Downtown Housing Plan Lincoln, Nebraska A comprehensive market study and development program for housing development in Downtown Lincoln.
Plattsmouth Housing Study
housing study experience
Downtown Norfolk Downtown Norfolk Housing Study
• HOPE at Western and Orleans Apartments Grand Island, Nebraska Comprehensive project design, market survey, conceptual plan, and HUD grant application for conversion of two, 24-unit public housing developments to home ownership under HUD’s HOPE program.
• Gateways of Opportunity: A Strategic Plan for the Omaha Housing Authority Omaha, Nebraska A five year assessment of facilities, establishment of goals, and strategic plan for Nebraska’s largest housing authority. Other consulting for the Omaha Housing Authority has included the Restore 2 neighborhood development plan for North Omaha, the Youth Leadership Center concept plan and design, and the OHA Homeownership Transition Program.
• Sioux City Highlands Market Study Sioux City, Iowa A detailed market analysis of the Highlands, a 100-acre site proposed for residential development in western Sioux City, Iowa. The study examined housing needs and dynamics, price ranges for proposed housing, and financing and implementation programs.
• East Portal Village Scottsbluff, Nebraska A goals and priority study and site design for an eight-acre site in the eastern part of Scottsbluff. The project involved a community-based process to define development goals.
• Miami Heights Omaha, Nebraska A project design and financing and implementation program for a major neighborhood housing development project in North Omaha.
• Morningside Point Douglas County, Nebraska A master plan for a unique urban development on an 80-acre site southeast of Luther and Morningside Roads, developed for a consortium of local builders and developers.
• Stephen Center, Open Door Mission, and Siena Francis House Homeless Shelter Market Studies Omaha, Nebraska These studies provided analysis of the homeless populations in Omaha to determine demand for additional services and facilities. The demand models used in these studies provided the quantitative analysis necessary to secure additional funding for facility expansion.
R AY T O W N C O M M U N I T Y
H O U S I N G Raytown Community Housing
Assessment, 2002
“Several years ago, we were able to bring in Marty Shukert
to assist us with developing a community housing
assessment and policy tools. The results of this effort were
nothing less than amazing. Some would say “miraculous”. After seeing no new residential
projects of any consequence for over 30 years, we have
now seen the successful development of over 200 new
residential sites. These projects have seen little opposition due
to the guidance supplied by the housing assessment.”
- Tim Truesdale Community Development
DirectorCity of Raytown, Missouri
Senior and Retirement HousingThese studies include a detailed concentration on the market needs for retirement and senior housing in communities. This has emerged as a significant market niche in many towns, and is often an effective strategy to address affordable housing needs as well. Senior housing studies have included:
• Yankton, South Dakota• Lake City, Iowa• Cambridge, Nebraska• Fairbury, Nebraska• Alma, Nebraska• Colby, Kansas• Stromsburg, Nebraska• Benkelman, Nebraska• Trinity Lutheran Church/Immanuel Health Systems, Papillion, Nebraska
RDG is also a national leader in the design of senior housing and retirement center projects. RDG projects include some of the largest continuing care retirement centers in the United States. A few examples of RDG retirement projects include:
• Shell Point Village Fort Myers, Florida
• Oak Hammock at the University of Florida Gainesville, Florida
• Glenridge on Palmer Ranch Sarasota, Florida
• Brandon Wilde Augusta, Georgia
• Carlyle Place Macon, Georgia
• Spring Harbor at Green Island Columbus, Georgia
• St. Ann’s Retirement Center Oklahoma City, Oklahoma
• Inverness Village Tulsa, Oklahoma
housing study experience
Iowa Housing StudyD E S M O I N E S , I O W A
The Iowa Housing Study used extensive public outreach and rigorous economic analysis to identify the most critical housing needs for Iowans. RDG gathered input from housing experts and members of the public at 40 meetings in 16 different locations across the state, while economic analysts at Gruen Gruen + Associates identified current and future trends in Iowa’s housing demand and supply. The team used this combination of objective and subjective findings to provide guidance for the Iowa Finance Authority, which provides state-wide funding and assistance for affordable housing.
O W N E R R E F E R E N C E :Mickey Carlson, Grants Manager2015 Grand AvenueDes Moines, IA [email protected]
Norfolk Downtown Housing StudyN O R F O L K , N E B R A S K A
Over the past 15 years, the city, business owners, and economic development interests have worked hard to improve the business and shopping environment, energizing the district and attracting new restaurants and private investments downtown. The piece of the vision that had not been fully advanced was downtown housing. The desire to continue to bring more life and activity downtown, combined with a growing demand for quality rental units, led to the Housing Study. The study identified the potential market for new housing and opportunities to capture that market. The planning process has sparked the development of over 14 new upper-story residential units for a mix of incomes, and supports interest in riverfront redevelopment.
O W N E R R E F E R E N C E :Gary Bretschneider110 North 4th StreetNorfolk, NE 68701402.844.2080
Upper Story Rehab - Existing
Upper Story Rehab - Existing
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key personnel
RDG is pleased to assemble a team that brings together years of experience and innovation for regional and national projects to provide the highest quality Housing Study for the City of Kearney.
Amy Haase, AICPProject ManagerAmy began her work with RDG more than 15 years ago with a professional focus on housing analysis and developing strategies for a wide range of communities and housing markets. This expertise, coupled with years of experience as a skilled project manager, ensures the Kearney Housing Study will feature an engaging and complete process leading to an innovative, practical and thorough study of the housing market.
Nick Klimek, AICPProject PlannerBefore joining RDG in 2014, Nick gained a wealth of experience as Planning and Development Director for Ottumwa, Iowa (population 25,000). In this role, one of his driving focus areas was neighborhood stabilization and reinvestment, including creating the downtown as a place where people live, work, and play. These responsibilities involved facilitating dialogue with lenders, builders, and other agencies to develop win-win projects. Nick will be involved in all aspects of the study.
Kirk LehmannProject PlannerKirk is a talented planner with experience in both regional and urban contexts including housing and economic development initiatives in both Iowa and Nebraska. Formerly a community and economic development planner, Kirk led the process of developing a housing study for the city of LaMars, Iowa - home of Blue Bunny Ice Cream and approximately 9,800 residents. Kirk will bring his experience to all aspects of the project.
Greg JamesonGIS and Data ScientistGreg is a Data Scientist and GIS Analyst and manages RDG’s GIS System. He has expanded the traditional role of GIS into visualizing different types of data for planning, architecture, and landscape projects to deliver uniquely tailored solutions. This role will be designed to complement any data collection and analysis already developed by the city for the greatest outcome.
Amy A. Haase, AICP
Land Use and Comprehensive Planning
NebraskaBeatrice
Norfolk
Papillion
Plattsmouth
Ravenna
Schuyler
Seward
Superior
Wayne
Waverly
Valentine
Douglas, Sarpy &
Cuming Counties
IowaGrimes
Pella
KansasHaysEllis County Junction CityGeary County
MissouriExcelsior SpringsMaryville
Camdenton
North DakotaBismarck
OklahomaOklahoma City
South DakotaSturgis
Yankton
TexasMidland
P R O J E C T M A N A G E R
Since joining RDG in 1999, Amy has managed numerous projects including comprehensive plans, housing market studies, downtown and corridor redevelopment, neighborhood revitalization, park master plans, and transportation studies. Amy is a trusted leader in developing plans and leading public engagement processes that fit the needs of communities for communities of all sizes throughout the Midwest.
E D U C AT I O N :1999 University of Nebraska-Omaha, Masters of Science, Urban Studies
1995 Wayne State College, Bachelor of Arts. Social Science Field Endorsement
R E G I S T R AT I O N S :
American Institute of Certified Planners, 2003
Certified Public Facilitator, International Association of Public Participation (IAP2)
Housing Market StudiesOne of Amy’s specialties is project management on housing market studies. She has presented on housing strategies
and implementation over the years, including the 2015 Quad-State APA Conference in Kansas City. Amy has served as a
leader in numerous studies throughout the region:
Nebraska: York County, Nebraska City, Norfolk, Plattsmouth, Schuyler, South Sioux City, Wayne, Keya Paha,
Brown, and Rock Counties
Minnesota: Ada, Appleton, Bemidji, Cannon Falls, Lake City, Mabel-Canton-Spring Grove, Plainview, Proctor,
Roseau, Wadena, Wells, Zumbrota, Becker, Pine, Dodge, and Clearwater Counties
Kansas: Caldwell, DeSoto, Dodge City, Garden City, Great Bend, Hays, Lawrence, Leoti, Liberal, Russell, Ford
and Finney Counties
Iowa: Carroll County, Bellevue, Estherville, Forest City, Manquoketa, Newton, Onawa, Spirit Lake, Story
City
Colorado: Woodland Park, Crowley County
Missouri: Lake of the Ozarks Regional Study, Laclede County, Belton, Blue Springs, Clinton, Concordia, Knob
Noster, Lee’s Summit, Lexington, Liberty, Maryville, Raytown, Rolla, Saint Joseph, Sedalia, Trenton,
Warrensburg
Michigan: Bedford Township, Ferrysburg, Grand Haven, Spring Lake, Hillsdale, and Saint Joseph Counties
Housing Market Studies Development Ordinance and GuidelinesAmy has been involved in the review and redrafts of ordinances in Norfolk, Plattsmouth, and Wayne, Nebraska; and
Douglas and Sarpy Counties in Nebraska. Also, she managed the Historic Design Guidelines for Plattsmouth, Nebraska.
C O N TA C T :
Amy Haase, AICP402.392.0133 [email protected]
Redevelopment Plans • North Omaha Development Project – Omaha, Nebraska
• Park Avenue Redevelopment Study – Omaha, Nebraska
• Wintergreen Area Redevelopment Plan – Omaha, Nebraska
• Grand Island Neighborhood Redevelopment Plan – NebraskaDowntown redevelopment plans for McCook, Schuyler,
Nebraska City, Plattsmouth, Crete, and Holdrege, Nebraska
Parks and Recreation Planning All of RDG’s comprehensive plans include extensive park and recreation sections. In addition to this work, Amy has
managed the development of park master plans in LaVista, Papillion and Bellevue, Nebraska, including implementation
efforts and financing solutions.
Market Studies • Assisted Living market analysis – South Sioux City, Nebraska
• The Stephen’s Center (homeless shelter and recovery program demand) – Omaha, Nebraska
• Open Door Mission (homeless shelter and recovery program demand) – Omaha, Nebraska
A W A R D S :
Individual
2014 Mitsuo Kawamoto’s Excellence in Planning Award; Nebraska Planning and Zoning Association (NPZA)
2011 Ten Outstanding Young Omahans (TOYO) Award Winner
Projects that have received recognition:
2015 Implementation Award - American Planning Association (APA) Nebraska Chapter - Park Avenue Plan
2013 Merit Award - ASLA Great Plains Chapter - La Vista Civic Center Park Master Plan
2013 Merit Award - ASLA Great Plains Chapter - Papillion Downtown Plaza
2011 Merit Award - ASLA Central States - Lewis & Clark Trails Master Plan for Western Iowa
2010 Best Practice - APA Nebraska Chapter - Downtown Nebraska City, Nebraska
2009 Best Practice - APA Nebraska Chapter - North Omaha Redevelopment Plan
2008 Daniel Burnham Award for Comprehensive Plan - APA Nebraska Chapter - Douglas County Plan
A F F I L I AT I O N S :
Board Member - Omaha Transit Authority
C O N TA C T :
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Nick Klimek, [email protected]
Nick Klimek, AICP
P L A N N E R
Nick has taken projects from a simple concept sketch to refining the idea with a master plan, securing financing, brokering development agreements, and framing the project, personally, with a hammer. His commitment to implementation and experience of preparing visionary, yet practical, plans has helped communities realize that ideas are achievable through the commitment to a planning process. As planning and development director for Ottumwa, Iowa (pop. 25,000), Nick led efforts to revitalizing downtown, negotiating economic development agreements, and securing and administrating for development and infrastructure projects.
Housing Market Studies• York County Housing Study - York, Nebraska
• Carroll County Housing Study - Carroll, Iowa
• Russell Housing Study - Russell, Kansas
• Siena Francis House Market Study - Omaha, Nebraska
• Ottumwa Housing Investment Strategy & Implementation* - Ottumwa, Iowa
Land Use and Comprehensive Planning • Destination Camdenton - Camdenton, Missouri
• EnvisionCR - Cedar Rapids, Iowa
• Junction City / Geary County Plan - Junction City, Kansas
• Tall City Tomorrow - Midland, Texas
• planOKC - Oklahoma City, Oklahoma
• Plattsmouth Comprehensive Plan - Plattsmouth, Nebraska
• Ottumwa Comprehensive Plan* - Ottumwa, Iowa
• Ottumwa Brownfield Plan* - Ottumwa, Iowa
Development Ordinance and Guidelines
• Cuming County Zoning Ordinance - Cuming County, Nebraska
• Williston Land Development Ordinance - Williston, North Dakota
• Ottumwa Zoning Ordinance - Ottumwa, Iowa
Urban Design and Town Center• Plattsmouth Downtown Revitalization Plan - Plattsmouth, Nebraska
• Walthill Downtown Plan - Walthill, Nebraska
• Ottumwa Master Facade Improvement Plan & Implementation* - Ottumwa, Iowa
*Indicates work completed while employed with another firm.
E D U C AT I O N :2009University of Wisconsin-River Falls, Bachelor of Science Community and Regional Planning
C E R T I F I C AT I O N S :American Institute of Certified Planners, 2014
C O N TA C T :
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Kirk Lehmann
P L A N N E R
Kirk is new to the RDG team and recently earned a Master of science of urban and regional planning from the University of Iowa. Recently Kirk worked for the Siouxland Interstate Metropolitan Planning Council in Sioux City, Iowa where he conducted municipal code updates, housing need assessments and comprehensive plans. As an intern for the City of Iowa City, Kirk drafted zoning ordinances, staff reports, and helped organize, administer, and ensure compliance for CDBG/HOME funds.
E D U C AT I O N :2015 University of Iowa - Master of Science, Urban and Regional Planning
2013 Luther College - Bachelor of Arts, Anthropology
A F F I L I AT I O N S :
Siouxland Interstate Metropolitan Planning Council, Member
Iowa Chapter, APA Outstanding Service Award, 2015
Iowa APA Student Representative, 2015
Kirk Lehmann402.392.0133 [email protected]
Sioux City Neighborhood Housing Study* - Iowa City, Iowa
West End Focus Neighborhood Plan, Housing and Transportation* - Sioux City, Iowa
2016 Le Mars Comprehensive Plan* - Le Mars, Iowa
2015 Le Mars Housing Needs Assessment* - Le Mars, Iowa
Monona County Supply Chain Analysis* - Monona County, Iowa
City of Arthur Municipal Code of Ordinances Update* - Arthur, Iowa
City of Whiting Municipal and Zoning Code Update* - Whiting, Iowa
Sioux City Neighborhood Housing Study* - Sioux City, Iowa
West End Focus Neighborhood Plan* - Davenport, Iowa
*Indicates work completed while employed with another firm.
C O N TA C T :
C O N TA C T :
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Greg Jameson
G I S , S P E C I A L I S T
Greg interprets and builds geographic data for designers and engineers so they can deliver solutions that are tailored to any size of project. Projects range from macro to micro, studying park service areas for the State of Iowa to mapping environmental conditions for a watershed to building a walkability map for a neighborhood. Greg has authored scripts for special projects to automate tasks, such as analyzing implications for various land use scenarios and understanding space programming for classrooms on a college campus. Greg beta tests products for ESRI and regularly assists them to improve their software.
Environmental Models• Bismarck Growth Management Plan – ND
• Cedar Rapids Metro – Cedar Rapids and Marion, IA
• Greenbelt Master Plan – Clive, IA
• Lower Cedar Valley – Nature Conservancy, National
• Southwest Johnson County Area Plan – KS
• Walnut Creek Watershed Plan – West Des Moines, IA
Land Use and Comprehensive Plans• Comprehensive Plans (~20) in Midwest
• Bettendorf Comprehensive Plan – IA
• Cuming County Comprehensive Plan – NE
• EnvisionCR – Cedar Rapids, IA
• planokc – Oklahoma City, OK
• Highway 100 Corridor Study – Cedar Rapids Metro, IA
• Jamestown, ND
• Midland, TX
• Plattsmouth – NE
• Valentine – NE
Transportation and Mobility Studies• Activate Mason City – Mason City, IA
• Barton County Bicycle & Pedestrian Plan – Barton, KS
• Kansas Byways – KS
• Leawood Bicycle and Pedestrian Plan – KS
• Flint Hills Nature Trail – KS
• Marion Active Living Design Guidelines – Marion, KS
• Spencer Rails to Trails Plan – IA
Greg Jameson402.392.0133 [email protected]
E D U C AT I O N :2011 University of Nebraska Lincoln, Bachelor of Science in Meteorology/Climatology
2016 (expected) University of Nebraska Omaha, Masters of Science in Geography
Thesis: NAIP and Landsat Imagery Sources Impact the Calculations on Above Ground Biomass.
Park and Recreation Plans• Big Bull Creek Park Master Plan – Johnson County, KS
• Grant Woods Mississippi River Region – IA
• Loess Hills Missouri River Region – IA
• Mozingo Lake Park Master Plan – Maryville, MS
• Iowa Parks Foundation Master Plan
• Webster-Boone-Hamilton Counties – IA
Demographic and Market Research• Urbandale Aquatic Study – Urbandale, IA
• Plattsmouth Downtown Plan – Plattsmouth, NE
• Downtown Bettendorf – Bettendorf, IA
• Williston Downtown Plan – Williston, ND
• Crete Downtown Plan – Crete, NE
Campus Planning and Research• St. Cloud State College – St. Cloud, MN
• University of Nebraska Medical Center – Omaha, NE
• University of Nebraska-Lincoln Recreation - Lincoln,
NE
• Winona State University – Winona, MN
• Creighton University – Omaha, NE
Site Research and Master Plans• Educare Long Beach – Lakewood, CA
• Educare Porter Leath – Memphis, TN
• John Knox Village – Pompano Beach, FL
• Shell Point Village – Fort Myers, FL
• Village of Walthill Master Plan – Walthill, NE
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housing analysis and forecasting approach
CONSULTANT SCOPE & RESPONSIBILITIES:
TASK I: Citizen Participation & Market Surveys
This section addresses RFP Scope Items 1 & 2
A. Technical CommitteeA small group of city officials and key stakeholders should be formed to help guide the process. They will meet regularly to provide feed-back and guidance to the planning process.
B. Community and Market SurveyBuilt upon our understanding of regional and statewide housing issues, we will develop a general market survey for email distribution, with paper versions provided to the City for distribution as appropriate. This survey will gather information on the current market and local/regional financing.
C. Target Market Surveys (Optional, No additional cost if distribution and collection assistance is provided by the City of Kearney)In addition to the general community survey, RDG can develop multiple targeted surveys, based on the most pressing needs in the City. Optional targeted surveys would include:
1. Workforce Housing Survey. A short survey that can be distributed to the city’s largest employers. This can be done online, with paper copies also available. In order to generate a successful response, the survey must be concise, and quickly identify their housing needs and impediments.
2. Rental & Special Needs Survey. A survey of rental property managers and other specialty housing providers (assisted living and independent living) in the community. To ensure the best response, this would be conducted through phone interviews by RDG staff. Questions will include number of units, rental rates, vacancy rates, types of support services provided for senior-oriented facilities, and general comments on the market.
3. Senior (55+) Survey. A short survey that can be distributed to seniors at senior centers and other appropriate locations. This will be in paper form.
D. Stakeholders/Key Person InterviewsRDG will conduct a two-day program of stakeholder group discussions. These small group discussions will last 60-90 minutes and will educate the planning team on the housing issues and opportunities. Participating groups may include:
• Lenders• Builders and developers• Employers• Public sector – city and community representatives the City of Kearney• Realtors and property managers• Development corporations, service providers, and nonprofit organizations• Representatives from target markets• Housing and social service providers• Economic development agencies• Youth
E. Public PresentationFollowing completion of Task IV, RDG will present study results to all city and community stakeholders. These include participants in the stakeholder groups, city officials, and other interested members of the public.
Nebraska City Housing Study/ Survey results
housing analysis and forecasting approach
TASK II: Population & Market Analysis
This section addresses RFP Scope Items 1 & 2
The market analysis phase of the project examines detailed population and economic dynamics in Kearney and quantifies specific demands and markets. The most recent American County Survey and 2010 Census data will be used, and access to additional Buffalo County Assessor data will allow us to cross tabulate housing value, home ownership and demographic data into an atlas of the community. Any city data pertinent to the housing study including all GIS data will be used.
A. Demographic and Economic Atlas of KearneyThe objective of this section will be to assemble and analyze basic data related to population trends and the economic and housing health of Kearney. Components of this data that can be illustrated in an atlas format include:
• Population change• Migration patterns, including migration and population change by age cohort• Age composition• Income distribution• Employment characteristics• Social statistics and family composition• Property values, including relationships of land and improvement value• Housing characteristics, including occupancy, values, affordability, and condition
Population change, income distribution and housing characteristics will be compared with five other communities in the region and/or of similar size.
B. Market Assessment We will use locally-provided data, national data sources, and our own projection modeling to complete housing and economic inventories and forecasts. The variables that we use and develop include:
• Population and development forecasts, based on demographic trends and development activity• Development history and construction activity by price and type• Housing cost trends, using Multiple Listing Service information if available, sales information and
assessment trends; and the telephone survey of rental properties described in Task I• Affordability analysis• Projected housing demand for all types of housing, with a specific emphasis on affordable cost
ranges • Review of existing housing incentive programs for affordable housing• Housing demand by occupancy type• Housing demand by price point, pinpointing affordable housing needs both at present and projected• Land demand by density classification/site analysis• Special-population demands, including senior housing demand by price and occupancy • Employment composition and change within the market area, identifying factors that could
influence demand generated by predictable population change• Review of the existing organizational structures relative to the provisions for housing services• Review of regulatory environment related to housing construction and affordable housing, including
zoning and subdivision regulations
C. Regional Housing Market An analysis of data on regional employment and housing demand including peer communities. The analysis should include an extensive demographic analysis of this population to determine the type of housing most suitable to this market.
Profiles will also include items from Task III, including:• Field inventory of housing• Review of existing community plans (such as comprehensive plans)• Opportunities Map
TASK III Opportunities Map
This section addresses RFP Scope Items 1 & 2
During this step, RDG will complete an on-site field review of housing in Kearney. The purpose of this review will be to identify potential development and redevelopment areas in the city. The City’s Comprehensive Plan will be reviewed to identify residential land use directions. Findings will be combined with citizen feedback gathered in Task I to create an Opportunities Map. This part of the process will include an analysis matrix of existing developments that are not fully built-out, examining size, available lots, lot costs, infrastructure service, and other factors.
TASK IV: Strategic Assessment, Housing Program and Implementation
This section addresses RFP Scope Items 3, 4, 5, & 6
Tasks I, II, and III identify Kearney’s strategic housing resources, issues, and opportunities, providing the basis for a specific, results-oriented strategic housing program. Task IV of the document may address:
• Gaps in the market• Organizational and housing delivery systems• Program approaches• Strategies for affordable housing• Project financing and proformas• Rehabilitation and neighborhood development• Recommendations on existing platted subdivisions• Regulatory approaches and strategies• Supporting, services, and other issues • Housing incentive programs and policies• Financial resources available for implementation• Comprehensive list of action items, including the responsible entity with capacity to implement each
item
Wayne Housing Study, Housing & Neighborhood Opportunity Areas
Wayne Housing Study, Housing & Neighborhood Opportunity Areas
housing analysis and forecasting approach
Task IV identifies action items and milestones to measure accomplishments and implementation progress. Our experience as implementors of housing and community development programs makes us impatient with generic recommendations. Instead, the document provides a roadmap that is highly strategic and produces measurable results. Our recommendations are practical and actionable, because we consider the limitations of the capital and human resources available for implementation.
The key to a successful housing plan is the implementation of the plan and therefore the identification of the funding sources needed for implementation. The Kearney Housing Study will provide a detailed overview of potential funding sources and strategies designed to address the goals laid out within the plan. Recommendations may be made regarding incentives for construction of new affordable housing. In addition, organizational and regulatory recommendations will be made as needed to facilitate affordable housing construction. The plan will provide a strategic, milestone-based implementation program for addressing specific housing needs.
Task IV includes the production of the final housing study document, which will present all of the above information and recommendations. This step concludes with a Stakeholder Presentation that addresses the findings and results of the study (see Task I).
CLIENT RESPONSIBILITIES:Throughout the process, RDG asks that the City of Kearney provide regular guidance and timely feedback to submission of items outlined above. In addition, we ask that the client also assist with the following specific logistical items:
Task I: Citizen Participation
• Identity and recruit individuals for technical committee (with guidance from RDG)• Identify and recruit individuals for stakeholder groups (with guidance from RDG)• Assist with distribution of surveys (e.g. – send survey to City e-mail list or newsletter, post on City
website, and/or provide paper copies at City Hall)• Identify and reserve locations for all meetings• Attend all technical committee meetings and public presentation. Attend some stakeholder
meetings as schedule allows.
TASKS II & III: Population & Market Analysis, Housing Profiles/Housing Inventory & Opportunities Map
• Provide RDG with available City documents and data (such as comprehensive plans, construction permit data, zoning and development activities, infrastructure maps, GIS data, etc.)
TASK IV: Strategic Assessment, Housing Program and Implementation
• Provide local insight on capacity of local entities and organizations, and availability of local capital resources
FEE: The fee for the above scope of services is $30,000.
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firm’s ability
The team we have assembled for the Kearney Housing Study is established to leverage the knowledge, skills, and abilities of each individual to facilitate a meaningful and efficient process for the City of Kearney. The following are just a few of the reasons that we believe we can effectively and aggressively assist the City in developing a successful housing study.
• Local and Regional Perspective. Over the past seventeen years, our team has worked on housing studies across the Midwest. This experience has provided our team with a strong understanding of Nebraska’s housing policies and programs but also exposure to some of the most recent thinking on housing practice. We pride ourselves on taking lessons learned from successful communities around the country to find new ways to help our clients.
• - Broad Planning Expertise. Our team does more than just housing studies and therefore under-stand the broader role that housing plays in a community’s land use, economic development, quality of life, and neighborhood vitality. This study should not be a standalone analysis but must consider efforts by others in the community, especially economic development and neighborhood stakeholders.
• Town-Gown Experience. Over the years we have had the pleasure of working with several university communities. This has included the Lincoln 48th Street Neighborhood Study that assessed housing and zoning policies around Wesleyan University and the Northwest Neighborhood Housing Study adjacent to Northwest Missouri State University in Maryville. Additionally, our work with neighborhoods in Kearney during the development of Kearney UDO exposed our team to the housing issues that Kearney neighborhoods have faced in the past.
• Housing Policy Implementers. Our team is composed of more than just policy experts and data analysts. We understand what it is like to implement housing programs and to push a community and its developers to think in new and innovative ways about housing.
• Continuous Learning. We pride ourselves on our efforts to continue to learn and improve our practice. We strive to find some way to improve on every study or plan from the last one we have completed. This is true with the Kearney UDO. Since its completion over ten years ago we know there are ways to improve the work done in this ordinance and we are excited to share what we have learned and also learn from your experiences implementing the ordinance.
• Multi-Disciplinary. RDG is a multi-disciplinary firm that does more than community planning. Our firm includes architects who have worked on some of the most recent infill projects in the City of Omaha along with improving the overall design quality for tax credit projects. Our team will go beyond big ideas but assess those ideas against the practical aspects of implementation.
• Listening. We pride ourselves on being good listeners. The final product is not our study but should reflect the vision and aspirations of the community. Our job is to listen, bring our area expertise and understanding of regional and national trends together to create a plan that works for the city and its residents. We also see Kearney has a community that pushes us to think and problem solve in new and creative ways, ultimately creating a better study and making us better planners.
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primary data sources
Each community is unique, and RDG believes that every housing study should be carefully tailored to the needs of the community. Therefore, the maps, schedules and charts included in the final product will be highly dependent on the specific housing needs identified during the planning process.
Below is a listing of the datA maps, charts and graphics that were included in a recent RDG housing study with a similar scope. Please note that any components of the plan that are solely in text form, such as the recommendations, financial resources, and incentives, are not listed here. Please refer to Section 1 of this proposal for a detailed project scope.
• U.S. CENSUS BUREAU » Decennial Census
» American Community Survey
• CITY » City and County Construction Permit Data
» All GIS Data Available from the City
» Any GIS Analysis Conducted by the City related to housing conditions and economics
» Recent Zoning Requests (5 years) including requests for rezone, zoning relief, and development plats
• RDG » RDG maintains a database of land use composition, construction permit activity, and housing demand models for many of the communities that we have worked in. These are often used in the form of case studies or for comparison with the City of Kearney.
» RDG will collect information over the course of the project. This information may include a housing inventory, photos, and other resources.
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cost services and schedule
Fee
RDG has performed housing studies ranging from $10,000 to $50,000. We can tailor the scope to fit your budget.
Comprehensive Plan Base
Task I: Citizen Participation & Market Surveys $7,000
Task II: Population & Market Analysis $9,200
Task III: Housing Inventory & Opportunities Map $5,800
Task IV: Strategic Assessment, Housing Program & Implementation $8,000
Total Labor and Reimbursable Expenses* $30,000
*This estimate includes one hard copy of the final document. Additional copies of the final study will be billed at cost. All travel expenses are included in the fee estimate.
We pride ourselves on working closely with our clients to create projects that are designed to meet their unique needs. The scope, schedule, and fee laid out in this proposal is the beginning of this pro-cess, and therefore may be negotiated to better match Kearney’s needs.
Schedule
Month 1
- Project Team Kick-Off and Coordination Meeting (Web-Conference or Conference Call)- Prepare Survey(s) (Task I)
Months 2 -3
- Launch Surveys (Task I)- Stakeholder/Key Person Interviews (Task I)- Population & Market Analysis, Housing Profiles (Task II)- Neighborhood and Housing Opportunity Analysis (Task III)- Technical Committee Meeting 1
Month 4
- Survey Analysis (Task I)- Completion of Population & Market Analysis, Housing Profiles (Task II)- Technical Committee Meeting 2 (Web-Conference)
Month 5- Opportunities Map (Task III)- Initial Strategic Assessment and Housing Program/Incentive Recommendations (Task IV)- Technical Committee Meeting 3 (Web-Conference)
Month 6 - Action Program & Financial Resource Assessment (Task IV)- Land Development Ordinance Review- Technical Committee Meeting 4 (Web-Conference)- Draft Plan for review (Task IV)- Public Presentation (Task I)
Months 6-7
- Study Refinement & Delivery of Final Study (Task IV)
- Governing Body Approval process begins
AGREEMENT FOR CONSULTING SERVICES BETWEEN
CITY OF KEARNEY AND RDG SCHUTTE WILSCAM BIRGE, INC.
This Agreement is entered into this __________ day of ________, 2016, by and between the City of Kearney of Nebraska, hereinafter referred to as “CITY” and RDG Schutte Wilscam Birge, Inc., 900 Farnam St., Suite 100, Omaha, Nebraska 68102, hereinafter referred to as the “Consultant.”
WHEREAS, the CITY has identified the need to prepare a Housing Plan as a major community priority; and
WHEREAS, the CITY is committed to a planning process that provides public and business involvement in the development of the plan; and
WHEREAS, the Consultant has indicated a willingness to provide professional planning services to the CITY in the preparation of this plan.
NOW, THEREFORE, the parties hereto do mutually agree as follows:
Section One. Scope of Services
The Consultant agrees to provide in a complete and professional manner the work elements set forth in Attachment A: Scope of Services, attached hereto and incorporated into this Agreement.
Section Two. Additional Services
2.1. If, during the progress or upon completion of the work outlined in the Scope of Services in this Agreement, it is desirable or necessary to cause the Consultant to perform additional services other than those outlined in the Scope of Services, an hourly schedule and reimbursable expense schedule may apply, or a fee may be negotiated.
2.2. Additional tasks may be added to this agreement by written amendment(s) at such time the CITY is prepared to proceed with each Task.
Section Three. Time of Performance
The schedule for completion of the project is shown on Attachment B: Project Schedule.
Section Four. Responsibilities of the CITY
CITY agrees to provide the Consultant with complete information and available maps and materials relevant to the completion of the services provided herein and to perform the services identified as CITY responsibility on Attachment A: Scope of Services.
4.1. Access to Work. The CITY shall make best efforts to arrange access to and make provisions for the Consultant to enter upon public and private lands as required for the Consultant to perform such work as inventories, field surveys, and inspections in the development of the plan.
4.2. Records, Files, and Previous Planning Efforts. The CITY shall make all records and files relevant to the plan available to the Consultant as needed and furnish all reasonable and necessary assistance in the use of such records and files. In addition, CITY shall make previous
reports and market studies available to the Consultant, along with all other studies and work that provide information pertinent to the completion of the plan.
4.3. Mapping. The CITY will provide all available electronic maps in a form usable by the Consultant, including recent plats.
4.4. Consideration of Consultant’s Work. The CITY shall give thorough consideration to all reports, drawings, and other documents presented for review by the Consultant and shall inform the Consultant of all decisions and comments within a reasonable time to avoid undue delays.
4.5. Meetings. The CITY shall provide logistical support for all meetings, including arranging for meeting places and notification of participants and citizens. The CITY shall further hold all required public hearings, serve all required notices, and fulfill all legal requirements associated with the project. The Consultant agrees to attend meetings as identified on Attachment A: Scope of Services and Attachment B: Schedule.
4.6. CITY’s Representative. The CITY’s representative, Paul Briseno, Assistant City Manager, or such other person as designated by the CITY, shall be responsible for the CITY’s portion of the project management.
Section Five. Compensation and Method of Payment
5.1. Total compensation pursuant to the services specified in this Agreement, except as provided in Section 2.1, shall be in the sum of $30,000.
5.2. Payment for services shall be made monthly in proportion to services performed.
5.3. All travel expenses will be reimbursed at cost not to exceed $500. Duplication costs for distribution of surveys, interim reports, and the draft plan document to staff and/or the public are the responsibility of the CITY and are not included in the fee. Consultant will provide CITY with one digital and one hard copy of the final plan.
Section Six. Ownership of Materials
6.1. The CITY shall control all media releases or other publicity related to the completion of this project.
6.2. No report, map, or other document produced in whole or part under this agreement shall be the subject of a copyright application by the Consultants.
6.3. In addition to the one hard copy of the final plan referenced in Section 5.3., the Consultant agrees to provide the CITY with a digital copy of the document, including maps, and agrees that CITY may make additional copies of the document or maps as needed. This plan and all end products of this plan belong to the City of Kearney, Nebraska to be used at their discretion.
Section Seven. Assignment
The Consultant agrees that they are prohibited from assigning an interest in this agreement or delegating the performance of any of its duties hereunder without the written consent of the CITY.
Section Eight. Amendments
Either party to this Agreement may request an amendment or modification. Such amendment will not take effect unless incorporated into this Agreement by written amendment executed by both parties.
Section Nine. Nondiscrimination
In the execution of this Agreement, the Consultant shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, disability, national origin, age, marital status, or receipt of public assistance.
Section Ten. Termination
This agreement may be terminated by either party upon ten (10) days written notice should the other party fail substantially to perform in accordance with its terms through no fault of the other. In the event of such termination, due to the fault of others than this firm, this firm shall be paid for services and expenses to the date of such termination.
The CITY may terminate this Agreement for the CITY’s convenience and without cause upon giving the Consultant not less than ten (10) days written notice. Upon termination for convenience, CITY shall pay Consultant its fees earned to the date of the notice of termination.
Section Eleven. Independent Contractor
In relationship to the City of Kearney, Nebraska, the status of the Consultant under and by virtue of this Agreement is that of independent contractor.
City of Kearney By: _____________________________________ RDG Schutte, Wilscam, Birge, Inc By: _____________________________________ Amy A. Haase, Senior Partner
