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HomeMy WebLinkAbout8474RESOLUTION NO. 8474 A RESOLUTION APPROVING AND AUTHORIZING THE PRESIDENT OF CITY COUNCIL TO SIGN THE CONTRACT WITH DESIGN STUDIOS WEST, INC., FOR PREPARATION AND SUBMITTAL OF THE STRATEGIC PLAN AND APPLICATION FOR EMPOWERMENT ZONE DESIGNATION. WHEREAS, it is the intent of the City of Pueblo to apply for designation as an Empowerment Zone Community; and the City of Pueblo must prepare a Strategic Plan as part of the Empowerment Zone application process; and the City has sought the assistance of Design Studios West, Inc. (DSW), to provide expertise in the preparation and submittal of the Strategic Plan wand Empowerment Zone application, and desires to engage in a contract with DSW for those services; NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF PUEBLO, that: , a SECTION 1 The Professional Services Agreement with DSW for preparation of the Empowerment Zone Strategic Plan, the Scope of Services, and project Budget, summaries of which are attached hereto and incorporated herein, is hereby approved. SECTION 2 The President of the City Council is hereby authorized to execute Professional Services Agreement, in the name of and on behalf of the City of Pueblo, a Municipal Corporation, and the City Clerk shall affix the seal of the City thereto and attest same. SECTION 3 The Professional Services Agreement shall be paid from the Department of Planning and Development's Professional Services Budget, Account #001 - 0100 -111- 000 - 030 -0020 , and the Department of Housing and Community Development's Community Development Block Grant funds, Account #04 -1998- 400 -0 -40 -7381. SECTION 4 The resolution will become effective upon final passage. INTRODUCED: July 27 .1 1998 BY: John Verna COUNCIL PERSON APPROVED: diz, - �, 4 PRESIDE OF TfWCOUNCIL ATTESTED BY: CITY ERK pmo -#YV - 7 V 7 -27- 98 Council Agenda TITLE: A RESOLUTION APPROVING AND AGENDA ITEM # AUTHORIZING THE PRESIDENT OF CITY COUNCIL TO SIGN THE CONTRACT WITH DESIGN STUDIOS WEST, INC., FOR PREPARATION AND SUBMITTAL OF THE STRATEGIC PLAN AND APPLICATION FOR EMPOWERMENT ZONE DESIGNATION. DEPARTMENT: PLANNING & DEVELOPMENT DATE: July 27, 1998 ISSUE: Should the City Council approve a contract with Design Studios West, Inc. for preparation of the Strategic Plan required for the Federal Empowerment Zone application? BACKGROUND: On June 1, 1998, Staff requested guidance from City Council regarding preparation and submittal of an application for Round II of the Federal Empowerment Zone Designations. At that time, the following questions were posed to Council: "Should the City of Pueblo apply for the Empowerment Zone (EZ) designation? Should CDBG funds be requested (if available) to hire professional assistance in putting the plan together ?" Staff noted that the EZ grant funds ($10 million per year for ten years) would give lower income neighborhoods in Pueblo a great opportunity to comprehensively make lasting improvements in many ways; however, the designations are very competitive. Only 20 EZ's will be chosen nationwide and only 15 of those are urban EZ's. Staff feels, and Council concurred, that the plan and the process can benefit Pueblo even if it does not receive funds from the EZ designation. City Council directed Staff to investigate the costs and feasibility of preparing the application by the October 9, 1998 submittal deadline. Based upon Council's direction, Staff has worked with Design Studios West, Inc. (DSW), the firm that assisted the City with the Round I application in 1994, to develop a work program and budget for preparation a Strategic Plan required for the Round II application. DSW was selected as the consultant for this application, because the application is an update of the previous effort and a continuation of services begun with the Round I application. At the July 20, 1998 Council Work Session, Staff presented a draft scope of services and budget, which Council indicated was acceptable. Based upon this, DSW prepared a final Scope of Work and Budget, copies of which are attached, and a contract, which has been reviewed for approval by the City Attorney. RECOMMENDATION: Approval of the Resolution. FINANCIAL IMPACT: The contract with DSW is $87,768.00. The contract shall be paid from the Department of Planning and Development's Professional Services Budget and the Department of Housing and Community Development's Community Development Block Grant funds. Additionally, in -kind, staff personnel time has been committed toward preparation of the application. PROFESSIONAL SERVICES AGREEMENT THIS AGREEMENT, entered into the 27th day of July , 1998, by and between THE CITY OF PUEBLO, located at 211 East "D" Street, P.O. Box 1427, Pueblo, Colorado 81003, hereinafter referred to as "OWNER" and DESIGN STUDIOS WEST, INC., located at 1425 Market Street, Suite 100, Denver, Colorado 80202, a Corporation, hereinafter referred to as the "CONSULTANT ". Consultant hereby agrees to provide the City of Pueblo with professional planning and community involvement expertise in order to submit the necessary plans and documentation for Empowerment Zone Strategic Plan for the City of Pueblo. The Owner and the Consultant agree as set forth below: ARTICLE 1: SERVICES The Consultant shall represent the best interests of the Owner at all times. The Consultant shall provide the Owner with project management and planning services in a competent and professional manner necessary and required to complete the services specified in the attached Scope of Services (Appendix A), which is an integral part of this Agreement. The Owner shall compensate the Consultant for services rendered and expenses incurred under this Agreement as provided in the "Professional Fee" (Appendix B), which is an integral part of this Agreement. Additional Services, if required by the Owner, shall be provided by a Work Release (Appendix C). Subconsultants to the project are identified in Appendix D. ARTICLE 2: METHOD OF COMPENSATION A. Consultant shall be compensated on an estimated percent complete basis of a fixed fee of 576, 320.00 in accordance with "Professional Fee" (Appendix B). B. Oivner shall reimburse Consultant for direct expenses of Consultant as described in the Professional Fee Schedule attached and made part of this agreement. Direct expenses shall not exceed 511,448.00, unless approved in writing by owner prior to being incurred by consultant. It is specifically understood that the Consultant shall be com—,lensated for all direct expenses and percentage completion of work on a monEily base. 9 Y;: PR W c-RV C. Consultant shall submit to the Owner an invoice based on an estimate of percentage of completion of the project for the preceding month. Such invoice shall define the completion of portions of the "Scope of Work" (Appendix A). The Owner reserves the right to require additional information from Consultant substantiating any and all such compensation sought by Consultant before accepting the invoice. The Owner shall compensate Consultant within thirty (30) days of receipt of an invoice or the receipt of additional information, if additional information is requested by owner. When additional information is requested the Owner shall so advise Consultant in writing, giving its reasons, following the same procedure if it objects to the payment of any item on an accepted invoice as being outside the scope of this Agreement. Payments not made before thirty (30) days after receipt or acceptance of an invoice or additional information (as outlined above) shall bear interest at a rate of one percent (f ro) per month. Failure of Owner to pay Consultant within forty -five (45) days after receipt and acceptance of Consultant's invoice shall allow Consultant after giving seven (7) day's written notice to Owner, to suspend services under this Agreement until all outstanding invoices which have been received and accepted by the Owner have been paid in full to the Consultant. Payments made by the Owner shall not constitute a waiver of the Owner's right to object to and seek performance of services not provided and or relief for any error, omissions, or corrections to which the Owner is entitled. D. In contracting with Consultant for professional services, the Owner warrants that funds are available to compensate Consultant for the total amount of services and expenses contracted for the services, and that these funds are neither encumbered nor contingent upon subsequent granting of approvals, permits or financing commitments by lending institutions or other third parties. E. If the Project is suspended or abandoned in whole or in part through no fault of Consultant for more than three (3) months, the Consultant shall be compensated for all services performed and direct expenses incurred prior to receipt of written notice from the Owner of such suspension or abandonment. Owner may suspend or abandon the Project upon written notice to Consultant. If the Project is resumed after being suspended for more than two (2) months the Consultant's compensation shall be equitably adjusted. =,RTICLE 3: DIRECT EXPENSES A. Direct Expenses which are typical for the completion of the Scope of Services are included separately from the "Professional Fee" as "Direct expenses ". Such expenses are, by example, transportation, telephone, deLven xerographic reproduction, materials and supplies. 1: the contract requires Consultant to incur spe-CLE costs not typical to the completion of the Scope of Se vices, then Consultant will be reimbursed for those costs. Such additional direct expenses shall be approved by t_he Oc, n i� .: icing prix: to being interred b., COnsultan;. C. No application fees, review fees or permit fees are included in the direct, expenses. The Owner shall pay all such fees. 9535,/ �_i_ Jl Page 2 ARTICLE 4: OWNER'S RESPONSIBILITIES A. The Owner has provided such information regarding its requirements for the Project as the Owner and Consultant initially agreed are necessary for the design of the Project and to complete and submit the appication, exclusive of Owner responsibilities outlined in Appendix A - Scope of Services. B. The Owner shall provide James Munch as single representative authorized to act in its behalf with respect to the Project and Project requirements rendering prompt decisions to avoid unreasonable delay or duplication and to facilitate the execution of the Project. The Owner's representative, the Director of Planning and Development or his Authorized Designee, shall be responsible for reviewing and distributing reports and other related documents for review at key junctures. C. If the Owner knows or becomes aware of any fault, defect, non - conformance, error or omission with the Documents prepared by the Consultant, the authorized representative shall give prompt notice thereof to the Consultant. D. Any written approvals issued to the Consultant by the Owner as required in this Agreement, and as required for reasonable progress of the Consultant's work shall be presumptive evidence of the Owner's review and concurrence of the Project approach. E. Timely review of plans and reports. F. The information required by the paragraphs herein shall be furnished at no expense to the Consultant, who shall be entitled to rely upon the accuracy thereto, except to the extent the Consultant knows such information is inaccurate. G. The Owner shall consult with the Consultant before issuing interpretations or clarifications of the Consultant's Documents. H. The Owner shall advise the Consultant of the identity of other cons,_ltants and in-house persormel participating in the Project or related projects and the scope of t+zeir services and responsibilities. The Owner's representative shall participate Ln and aid Ln ffie preparation for all meetings with respect to the Project. If the Owner wishes to rnodiiy the scope o se . as provided _. , -is Agreement. the O:,rner and the Consultant shall prepare an agreed upon wor: reieasc aid cam ^ensa on scheC.uie. Piease refer to Appe^d_x C - W'ork Release. The O�vrier shal? responsible for, Me CO0fQ:71at70n and tlm ^l-, p:oCZssmg of suer -. ork releaser ^� s Ln a rna _ aS t0 no u�2 a-v t e Projec: _"chedule. a« Page 3 ARTICLE 5_ ADDITIONAL OR EXPANDED SERVICES If authorized in writing by the Owner, the Consultant shall furnish or obtain from other consultants Additional or Expanded Services of the following types which are not considered normal or customary proposed or anticipated at this time. The authorization of this work shall be done via the work release as specified in Appendix C. A. Program requirements that change substantially due to causes beyond the control of the Consultant and after the completion and approval by the Owner of each phase of drawings and text, requiring additional or substantive redesign or extra work time. B. Services of special consultants not identified in the Scope of Services. C. Making revisions in drawings or other documents for work prepared by other consultants retained by the Owner who are involved with the final design and construction drawing effort of the Project. D. Making revisions in drawings, text, or other documents when such revisions are inconsistent with written or implied approvals of progress or instructions previously given by the Owner. E. Meetings or presentations other than those specified in the Scope of Services. Serving as expert witnesses in connection with public hearings, arbitration proceedings or legal proceedings not involving disputes or litigation between the parties hereto. F. Providing any other service not otherwise included in the Agreement which cannot be anticipated at this time or is not customarily furnished in accordance with generally accepted practice and requested by the Owner to fulfill a specific or unique project program or design requirement developed during the planning process and not identified in the Scope of Services. ARTICLE 6: TERMINATION The 0i1'ner may terminate this contract, upon seven (7) days written notice. -In tie event that this :Agreement is terminated by the Owner through no fault of the Consultant. the Consultant shall be paid for services actually performed prior to such term plus an direct expenses then due the Consultant. APTICLE 7: O�%?VERSHIP Or DOCUMENTS r.. D aWiilg5, text and other clocu-rnel ts as ins t'uments o: service are and' shall retinal'; the proDer�y o: the Owner whether the Project for which Ehey are made 1s executed Or no:. !tie Consultant shall have the use of products for promotional purposes and /cr to demonstrate experience related to the project. Reproducible copies shall be made available to t1he Owner. 9513 /p- L - d— Page 4 B. Following completion of the Project, and prior to final payment, the Consultant shall provide the Owner with reproducible copies of all reports, maps, graphics, etc., prepared for the Porject. Additionally, the Consutlant shall provide the Owner with copies on 3.5" disk all computer files including reports, graphics, maps, etc. all copies and computer disks shall be at the Consultant's expense. ARTICLE 8: LITIGATION In the event of litigation between the parties arising out of this agreement, the Court shall award the prevailing party all costs and expenses of such litigation including reasonable attorney and expert vvitiiess fees. ARTICLE 4: SUCCESSORS This Agreement is binding on both parties and their successors and assigns. Neither the Owner or the Consultant shall assign, sublet or transfer his interest in this Agreement without the written consent of the other. ARTICLE 10: EXTENT OF AGREEMENT This Agreement and its appendices represent the entire and integrated Agreement between the Owner and the Consultant and supersedes all prior negotiations, representation or Agreements, either written or oral. This Agreement may be amended only by written instrument signed by both Owner and Consultant. ARTICLE 11: PROFESSIONAL LIABILITY INSURANCE The Consultant shall secure and maintain in full force and effect a police of professional liability insurance in the amount of 5300,000.00, providing coverage for any errors or omissions by it occurring during the term of this Agreement or performance of services by consultant hereunder. Chvncr shall be added as an additional insured to the policy. A copy of said Lnsurance policy shall be provided to Owner upon execution of this Agreeme --it. ARTICLE 1 =: P-RIOD OF SERVICES The pro•. isicrs of this section and the professional fees out incd under "Professional Fee' {Exhibit B; have been ac-reed to in anticipation of the orderly and continuous progress o` the prof cr. Time is of the essence. It is understood by the OOiNER and CONSULTANT that upon authorization to proceed the CONSULTANT will rnake every effort to prepare the necessan• plans, drawings, and related documents as quickly as possible for each of these tasks within the 952:!P�.r- Jw Page 5 time frames ( "Schedules ").set forth in the Scope of Services. The schedule may be revised by written mutual agreement of the OWNER and CONSULTANT. ARTICLE 13: ENTIRE AGREEMENT This document with appendices and matters incorporated herein by reference constitutes the entire agreement of the parties hereto and supersedes prior negotiations, representation or agreements whether written or oral between parties. No modification, change or alteration of the within Agreement shall be of any legal force or effect whatsoever unless in writing, signed by all of the parties hereto. The parties hereto have executed this Agreement in duplicate effective the day and year first above written. CITY OF PUEBLO By: &t/� d Cathy A. arcia President of City Council Attested By: ,,,, —_ acv DESIGN STtDIOS WEST, Presidenj Attested By: 9535 /prc.' rr. .doc Page 6 APPENDIX A Scope of Work The following Scope of Services outlines DSW's understanding of the requirements of the Empowerment Zone Strategic Plan as outlined by the City of Pueblo. The Scope reflects the City's desire for the strategic planning effort to contribute to both the strategic planning needs of Pueblo's neighborhoods and the requirements necessary to submit an application for the Empowerment Zone/Enterprise Community Initiative, Round II, administered by the U.S. Department of Housing and Urban Development. DSW proposes a scope that is based on a close working relationship with Pueblo staff, a citizen's Advisory Committee and consists of eight primary Task areas. Task 1: Elaborate upon the issues motivating the development of the Empowerment Zone Strategic Plan from the following points of view: • To improve economic situations for the current population. • To set the stage in order to accommodate anticipated future population growth. • To improve present economic conditions and accommodate anticipated population growth simultaneously in ways that both continue to improve. 1.1 Constitute an ADVISORY COMMITTEE whose responsibility is to provide information, advice, feed back, and support required to develop the Empowerment Zone Strategic Plan. (P) 1.2 Review and summarize previously prepared planning studies with the purpose of understanding and validating their underlying assumptions, stated recommendations, and current implementation status. Findings from this task will be used as a baseline to which this initiative will respond. (DSW,P) 1.3 Convene a meeting of the ADVISORY COMMITTEE to identify, discuss specific issues of concern, attendant points of view, and their relative priorities. (DSW,P) 1.4 Commence personal interviews with named stakeholders. (P) 1.5 Document the process. (DSF" Task 2: Create the VISION and SHARED VALUES for the Empowerment Zone Strategic Plan. • Convene a meeting of the ADVISORY COMMITTEE to discuss and outline the future vision for the community, and • To define the shared values that will guide decisions about what the future could be. 2.1 Review issues discussed above by the Advisory Committee. (DSW,P) 2.2 Identify an array of visions and values. 2.3 Identify and prioritize SHARED visions and values. 2.4 Continue personal interviews with named stakeholders. (P) 2.5 Document the process. (DSi) Task 3: Assess community problems and assets. • Convene a meeting of the ADVISORY COMMITTEE to lend their expertise in developing an exhaustive list of the problems facing the community, and The assets that can be used to address those problems. 3.1 Review the shared visions and values previously developed. (DSW,P) 3.2 Identify and prioritize an array of problems that may affect the community's ability to realize these shared visions and values. 3.3 Identify and prioritize an array of assets within the community and perhaps beyond that might be harnessed to overcome the above stated problems. 3.4 Compare the lists of problems with the list of assets to determine the GAP between them. 3.5 Continue interviews with named stakeholders. (P) 3.6 Document the process. (DSi9 Task 4: Develop specific goals and strategies. • Convene a meeting of the ADVISORY COMMITTEE to develop GOALS as clear, broad statements about specific things the community wants to achieve, and • Develop strategies, as the pathways to achieving the goals... turning visions into realities. 4.1 Review the lists of problems, assets, gaps and their relative priorities as previously developed. (DSW,P) 4.2 Identify and prioritize shared goals 4.3 Identify potential strategies to achieve these goals. 4.4 Begin thinking about the Strategic Plan in terms of measurable outcomes and outputs. 4.5 Document the process. (DS09 Task 5: Develop an Implementation Plan. (Work to be initiated by P. DSW to facilitate and document meetings.) • Prepare a detailed plan of how the community will implement its Strategic Plan, and • Define success based upon by the community's shared visions and values, goals, and strategies. • UTILIZE EXPERT CONSULTANTS TO INFORM AND ADVISE PLANNING TEAM AND ADVISORY COMMITTEE AS APPROPRIATE. 5.1 Describe realistic specific PROJECTS and PROGRAMS to be implemented. 5.1.1 Convene a meeting of the ADVISORY COMMITTEE to identify and prioritize specific PROJECTS and PROGRAMS to be implemented during the first two years of the designation of the Empowerment Zone. 5.1.2 Identify the criteria to be used to measure the success of each proposed project and program. 5.1.3 Identify the resources needed, available and to be obtained in order to implement each project and program. 5.1.4 Prepare a budget for each project and program to be implemented with in the first two years. 5.1.5 Describe the net anticipated benefit to the community of a successfully implemented project and program. 5.1.7 Document the process. 5.2 Develop the Tax Incentive Utilization Plan. 5.2.1 Identify business tax incentives that are available to designated Empowerment Zones to support economic revitalization in the form of business retention and attraction. 5.2.2 Convene a meeting of the ADVISORY CONMTTEE to: 5.2.2.1 Discuss how these tax incentives can be seen as assets for use in promoting business retention and attraction. Show how these plans provide a comprehensive link to the business development strategy of the area. 5.2.2.2 Identify strategies for marketing tax incentives to business. 5.2.2.3 Evaluate and prioritize the strategies in terms of their potential for maximizing the use of the tax incentives. 5.2.2.3 Document the process. 5.3 Prepare Developable Sites Plan. 5.3.1 Identify developable sites that offer the potential for adding flexibility to the job creation strategies of the nominated Empowerment Zone area. 5.3.2 Show how Zone residents will be linked to jobs created at the developable site. 5.3.3 To the extent feasible, include written firm commitments from partners. 5.3.4 Document the process. 5.4 Prepare a Governance Plan. 5.4.1 Develop a Governance Plan that demonstrates that both the lead implementing entity and other key organizations participating in the implementation of the Strategic Plan have the capacity to implement the plan. 5.4.2 Identify diverse membership for a Governance Board consisting of residents and business owners from within the Empowerment Zone and from entities beyond the zone. 5.4.3 Document the process. 5.5 Develop a systematic process to assess community performance. 5.5.1 Prepare a Community Performance Assessment tool to periodically ensure that the programs and projects being implemented have the desired impacts and that they achieve stated goals. 5.5.2 Demonstrate how Community Performance Assessment Tool informs future decision making due to changes, unanticipated opportunities or obstacles, and other issues that might emerge. 5.5.3 Document the process. 5.6 Convene a meeting of the Advisory Board to present and receive comment on the Implementation Plan. Document meeting. Task 6: Prepare a report that documents the process by which the Strategic Plan was created. (Work to be initiated by P, and supplemented by DSW.) • This is to describe how the community came together to work on the Strategic Plan, and • To choose the boundaries of the Empowerment Zone, and • To describe how the process included broad representation of the racial, gender, and economic diversity of the community. 6.1 Write history of the community's strategic planning efforts to date. (P) 6.2 Incorporate documentation of the process for the preparation of this specific effort. (DSK) Task 7: Quality of Commitments • Provide assurances that the Strategic Plan will be implemented to enable HUD to evaluate the breadth and quality of such commitments. 7.1 Identify and secure community resources to ensure the success and sustainability of the revitalization efforts over the long term. (P) 7.2 Validate assurances in writing. (P) 7.3 Incorporate within Application. (DSK) Task 8: Generate Draft Empowerment Zone Plan. (DSK) Task 9: Distribute Draft Plan to the ADVISORY COMMITTEE and others as designated for review and comment. (P, DSK) Task 10: Prepare FINAL Plan reflective of review and comments. (DS99 Task 11: Submit HUD by October 9,1998. (DS99 Empowerment Zone Application Design Studios West, Inc. Professional Fees and Schedule A. Professional Fees Based on the Scope of Services outlined herein, DSW's professional labor fee will not exceed $76,320, plus $11,448 for direct expenses. The cost of professional services for listed subconsultants are included in this contract. B. Schedule DSW anticipates approximately three (3) months to complete the Scope of Work contained herein. The project schedule is intended to be demanding and will require the active participation of City staff (James Munch and Jeffrey Watson) and the involvement of an active Advisory Committee (AC). The schedule for completion is based upon the Empowerment Zone/Enterprise Community application submittal date of October 9, 1998. Empowerment Zone Application Design Studios West, Inc. Subconsultants/Key Personnel Directly Involved in Project PRIME CONSULTANT/Key Personnel DESIGN STUDIOS WEST, INC. (DSW) Donald H. Brandes, Jr. - Principal -in- Charge Gene Bressler, Associate Principal Robert C. Eck, Senior Project Manager Emilie C. Ailts, Senior Project Planner C. Joy N. Lujan, Project Planner SUBCONSULTANTS/Key Personnel EVAN VLACHOS, PhD Evan Vlachos - Principal, Community Vision Programming and Development APPENDIX A Scope of Work Following is the Scope of Services based upon DSW's understanding of the requirements of the A: rp wermenr Zone Strategic Plan as directed by the City of Pueblo. The Scope reflects the City's desire for the strategic planning effort to contribute to both the strategic planning needs of Pueblo's neighborhoods and the requirements necessary to submit an application for the Empowerment Zone/Enterprise Community Initiative, Round II, administered by the U.S. Department of Housing and Urban Development. DSW proposes a scope that is based on a close working relationship with Pueblo staff, a citizen's Advisory Committee and consists of eight primary Task areas. The party(s) responsible for the specific work task are as follows (DST): Design Studios West (P): City of Pueblo Planning staff (AC): ADVISORY COMMITTEE (Specialist tba) Special Consultant, to be retained by the City of Pueblo) Task 1: Elaborate upon the issues motivating the development of the Empowerment Zone Strategic Plan from the following points of view: • To improve economic situations for the current population. • To set the stage in order to accommodate anticipated future population growth. • To improve present economic conditions and accommodate anticipated population growth simultaneously in ways that both continue to improve. 1.1 Constitute an ADVISORY COMMITTEE whose responsibility is to provide information, advice, feed back, and support required to develop the Empowerment Zone Strategic Plan. (P) 1.2 Review and summarize previously prepared planning studies with the purpose of understanding and validating their underlying assumptions, stated recommendations, and current implementation status. Findings from this task will be used as a baseline to which this initiative will respond. (DSW;P) 1.3 Convene a meeting of the ADVISORY COMMITTEE to identif} discuss specific issues of concern, attendant points of view, and their relative prionties. (DSW P) 1.4 Commence personal interviews with named stakeholders. (P) 1.5 Document the process. (DSFf) Task 2: Create the VISION' and SHARED VALUES for the Empowerment Zone Strategic Plan. • Convene a meeting of the ADVISORY COMMITTEE to discuss and outline the future visior for the community, and • To donne the shared values that will 0ttide decisions abou n what the f ittIre could be. Review issues discussed above by the Advisor Committee. (D.SH;P) ='? Identity' an array of visions and values. (AC, DSI3; P) ?.: Identifv and prioritize SHARED visions and values. (AC. DS H, P) Z. Continue personal interviews with named stakeholders. (P) 2.5 Document the process. (DSH-) C412 A.-......-. T IJ Task 3: Assess community problems and assets. • Convene a meeting of the ADVISORY COMMITTEE to lend their expertise in developing an exhaustive list of the problems facing the community, and • The assets that can be used to address those problems. 3.1 Review the shared visions and values previously developed. (AC, DSW, P) 3.2 Identify and prioritize an array of problems that may affect the community's ability to realize these shared visions and values. (AC, DSW, P) 3.3 Identify and prioritize an array of assets within the community and perhaps beyond that might be harnessed to overcome the above stated problems. (AC, DSW, P) 3.4 Compare the lists of problems with the list of assets to determine the GAP between them. (DSH) 3.5 Continue interviews with named stakeholders. (P) 3.6 Document the process. (DSIf) Task 4: Develop specific goals and strategies. • Convene a meeting of the ADVISORY COMMITTEE to develop GOALS as clear, broad statements about specific things the community wants to achieve, and • Develop strategies, as the pathways to achieving the goals... turning visions into realities. 4.1 Review the lists of problems, assets, gaps and their relative priorities as previously developed. (WICP) 4.2 Identify and prioritize shared goals. (A C, DSW, P 4.3 Identify potential strategies to achieve these goals. (AC, DSW, P) 4.4 Begin thinking about the Strategic Plan in terms of measurable outcomes and outputs. (DSW, P) 4.5 Document the process. (DSW) Task 5: Develop an Implementation Plan. (Work to be initiated by A DSW'to facilitate and document meetings.) • Prepare a detailed plan of how the community will implement its Strategic Plan, and • Define success based upon by the community's shared visions and values, goals, and strategies. • UTILIZE EXPERT CONSULTANTS TO D FOR-%f AND ADVISE PLAN ZING TEA"'`. AND ADVISORY" COMMITTEE AS APPROPRIATE. 5.1 Describe realistic specific PROJECTS and PROGRAMS to be implemented. 5.1.1 Convene a meetin,- of the ADVISORY" COMMITTEE to idennfv and pnoritize specific PROJECTS and PROGRAMS to be implemented during t~e first two years oftze designation of the Empowerment Zone. (AC, DSW, P) 5. 1.2 .denti *v the crite is to be used to measure the success of each 770rosed project and program. (DS W;P, and specialist tba) 5.1.3 identify the resources needed, avaitable and to be obtained in order to implement each project and program. (DSWX and specialist tba) 04 t IA _.- .... 7 IJ 5.1.4 Prepare a budget for each project and program to be implemented with in the first two years. (DSW,P, and specialist tba) 5.1.5 Describe the net anticipated benefit to the community of a successfully implemented project and program. (DS {3; P, and specialist tba) 5.1.7 Document the process. (DSW) 5.2 Develop the Tax Incentive Utilization Plan. 5.2.1 Identify business tax incentives that are available to designated Empowerment Zones to support economic revitalization in the form of business retention and attraction. 5.2.2 Convene a meeting of the ADVISORY COMMITTEE to: 5.22.1 Discuss how these tax incentives can be seen as assets for use in promoting business retention and attraction. Show how these plans provide a comprehensive link to the business development strategy of the area. (AC, DSW, P, specialist tba) 5.2.2.2 Identify strategies for marketing tax incentives to business. (AC, DSW, P, specialist tba) 5.2.2.3 Evaluate and prioritize the strategies in terms of their potential for maximizing the use of the tax incentives. (AC, DSW, P, and specialist tba) 5.2.2.3 Document the process. (DSIf) 5.3 Prepare Developable Sites Plan. 5.3.1 Identify developable sites that offer the potential for adding flexibility to the job creation strategies of the nominated Empowerment Zone area. (DSW P) 5.3.2 Show how Zone residents will be linked to jobs created at the developable site. (DSWP) 5.33 To the extent feasible, include written firm commitments from partners. (P) 5.3.4 Document the process. (DSW) 5.4 Prepare a Governance Plan. 5.4. I Develop a Governance Plan that demonstrate; that both the lead implementing entity and other key organizations participating ir: the implementation of the Strategic Plan have the capacity to implement the plan. (DSK;P and specialist tba) 5.4.2 Identify diverse membership for a Govemance Board consisting of residents and business owners from within the Empowe^nent Zone and from entities beyond the zone. (P) 5.4.3 Document the process. (DS;4) 5.5 Develop a systematic process to assess community performance. 5.5.1 Prepare a Community Performance Assessment tool to reriod :calls ensure that the programs and projects being impiemented hay: the des:'ed impacts and that thev achieve stated goals. (DS9',P, and specialist tba) QV l:,_.... --.1 ,l 5.5.2 Demonstrate how Community Performance Assessment Tool informs future decision making due to changes, unanticipated opportunities or obstacles, and other issues that might emerge. (DSW, P) 5.5.3 Document the process. (DSW9 5.6 Convene a meeting of the Advisory Board to present and receive comment on the Implementation Plan. 5.6.1 Document meeting. (A C, DSW, P) Task 6: Prepare a report that documents the process by which the Strategic Plan was created. (Work to be initiated by P, and supplemented by DSW) • This is to describe how the community came together to work on the Strategic Plan, and • To choose the boundaries of the Empowerment Zone, and • To describe how the process included broad representation of the racial, gender, and economic diversity of the community. 6.1 Write history of the community's strategic planning efforts to date. (DSW, P) 6.2 Incorporate documentation of the process for the preparation of this specific effort. (DS09 Task 7: Quality of Commitments • Provide assurances that the Strategic Plan will be implemented to enable HUD to evaluate the breadth and quality of such commitments. 7.1 Identify and secure community resources to ensure the success and sustainability of the revitalization efforts over the long term. (P) 7.2 Validate assurances in writing. (P) 7.3 Incorporate within Application. (DSW) Task 8: Generate Draft Empowerment Zone Plan. (DSO) Task 9: Distribute Draft Plan to the ADVISORY COSLNIITTEE and others as designated for review and comment. (P, DSW) Task 10: Prepare FLNAL Plan reflective of review and comments. (DSTf) Task I l: Submit HUD by October 9, 1998. (DSff) ov:te...- TASK & FEE ESTIMATE Empowerment Zone Strategic Plan Pueblo, Colorado Pueblo Planning Department Design Studios West, Inc. Revised July 24, 1998 DB GB BE EA TW EB X PC hourly rates 110 110 85 85 60 60 40 30 TOTAL TASK 1 - Development of Issues 1.1 Constitute Advisory Coranuttec 2 2 2 4 I 0.00 1 12 1 2 1 1 0 00 1 1,410.00 1.2 Review & evaluate existing reports, plans, etc. 2 4 l i 4 P &? -crxta 32 ! ? &? ^rxess ( I 2,280.00 1.3 Convcnc Advisor Committee Meeting 41 4 4 4 4 Li;U Ti J BCD strat- 1 I I 8 in markctinti strateL;c 1 100.00 1 4 lnLView stakeholders Ccc a-n: Fro=s I I ( U 0" xoabie Sit ?!an tDSi 3 12 16 I 2 0.00 1 5 Document the occss .�CnIla DS L^ :an C.rL3te COs 2 8 4 cnuF• L-6,5 rosrdents to DS oos 12 4 1.840.00 Proiect Coordination /Matins 2 6 8 4 8 2 1,880.00 Subconsultant: Evan Machos (Shrs iat SIOOihr) 4 4 4 1 6 1 1 1.460.00 6 I I I H00.00 SUBTOTAL 10 1 18 1 26 1 8 0 1 12 62 4 10,090.00 TASK 2 - Vision and Shared Values DB GB BE EA TW EB JL PC 2 1 Convene Advisory Committee Meeting #2 4 4 4 4 I 0.00 denies MP esaluauon cnte m 8 1 1 0 00 1.880.00 2 2 Idcntiti' visions and values I I C Gi) P &? -crxta ! ? &? ^rxess ( I 0.O0 2 3 ldmtiCv and pfiorifizc shared visions i n ! I 3.370 (x) to EZ pzv �cc _ ne A. : <cr: Committee Mxnnz =b to Li;U Ti J BCD strat- 1 I I 1 fl In. in markctinti strateL;c 1 0.00 2.4 Continue stakeholder interview's Ccc a-n: Fro=s I I ( U 0" xoabie Sit ?!an tDSi 3 12 16 I 2 0.00 2.5 Document the process .�CnIla DS L^ :an C.rL3te COs 4 4 4 cnuF• L-6,5 rosrdents to DS oos 12 2 1.660.00 Pmicct Coordination / Meetings 4 4 6 4 6 2 1,630.00 Subconsltant: Evan Vlachos 12hrslu! SI00/hr) 4 4 4 1 6 1 1 1.460.00 6 I I I 1,200.00 S A 8 12 1 14 1 8 0 0 2 1 2 1 6,060.00 TASK 3 - CommunRy Assessment DB GB BE EA TW EB JL P Convene Advisog Coatrniftce Meet b3 4 4 4 4 I 0.00 denies MP esaluauon cnte m 8 1 1 0 00 1,88000 3.1 Review Visions and Values I I C Gi) P &? -crxta ! ? &? ^rxess ( I 0.00 3.2 Identil� and Priori tize oble= i n ! I 3.370 (x) to EZ pzv �cc _ ne A. : <cr: Committee Mxnnz =b to Li;U Ti J BCD strat- 1 I I 1 fl In. in markctinti strateL;c 1 0. GO 3.3 ldcntiR and prionbzc assets Ccc a-n: Fro=s I I ( U 0" xoabie Sit ?!an tDSi 3 12 16 I 2 0.00 3 4 Assets/ robleras comparative evaluation .�CnIla DS L^ :an C.rL3te COs 4 4 cnuF• L-6,5 rosrdents to DS oos 4 940.00 3 5 Doc=ent the Process 2 8 4 12 2 1,780.00 Pro cct Coordination / Meetings 4 4 4 1 6 1 1 1.460.00 6 I I I 1,460.00 SUBTOTAL 8 14 1 20 1 8 0 0 30 1 2 1 6,060.00 TASK 4 - Goals and Stratezies D8 $ BE EA TW ES JL PC Convene Advisory Meehng #4 4 8 8 I 1 I 0.00 denies MP esaluauon cnte m 8 1 1 0 00 2,320.00 4.1 PrioritUC assets, problems, gaps I I C Gi) P &? -crxta ! ? &? ^rxess ( I 0.00 4.2 ldennfy and pnoraze goals i n ! I 3.370 (x) to EZ pzv �cc _ ne A. : <cr: Committee Mxnnz =b to Li;U Ti J BCD strat- 1 I I 1 fl In. in markctinti strateL;c 1 0.00 3 IdentLf" strati its Ccc a-n: Fro=s I I ( U 0" xoabie Sit ?!an tDSi 3 12 16 I 2 C.00 4 Sl -asurable outcoxes .�CnIla DS L^ :an C.rL3te COs cnuF• L-6,5 rosrdents to DS oos 0.00 4 5 Document the Process 4 4 4 � L2iC1 I uic DS PrOG^53 Froir.•t Cocrdinaucr. ; `:ec6ngs 4 1 4 1 4 1 1 6 1 1 1.460.00 Scc�con slay: Evan %lac ^os (I2hrs'd.5100 hr) I I I I I I I I 1.21x1 00 SUBTOTAL 1 8 1 16 1 16 1 4 0 1 0 1 22 1 2 1 6.480.00 I "ASK 5 - Implementation Plan DB GB BE EA Tai' EB JL F - PmecG a:-.d Programs (P &P) 4 12 16 2 1 6 1 2 3.590 GO : Conv -Ie Ad.;sor Commm= Mtz a? tc I I 1 I 0.00 denies MP esaluauon cnte m 1 1 0 00 identity P &? :csouzc ^s I I I I I I C Gi) P &? -crxta ! ? &? ^rxess ( I I I 0 fal ca •c pia^ 1 12 1 1t' ! 1 1 i n ! I 3.370 (x) to EZ pzv �cc _ ne A. : <cr: Committee Mxnnz =b to Li;U Ti J BCD strat- 1 I I 1 fl In. in markctinti strateL;c 1 0_G ova : s onorn=Tl strategies Ccc a-n: Fro=s I I ( U 0" xoabie Sit ?!an tDSi 3 12 16 I 2 f 6 I 3.370 C. .�CnIla DS L^ :an C.rL3te COs cnuF• L-6,5 rosrdents to DS oos - -n r.. DJ Ito 7armers -get a^m.-nitmen:s � L2iC1 I uic DS PrOG^53 1•t" 1 TASK & FEE ESTIMATE Empowerment Zone Strategic Plan Pueblo, Colorado Pueblo Planning Department Design Studios West, Inc. Revised July 24, 1998 DB GB BE EA TW EB JL PC TOTAL 5.4 Governance Plan (GP) 2 4 1 8 2 2 1 1 6 2 1,810.00 5.4.1 De a GP that thatches capabilities 6.2 Incorporate History in Process Documentation 8 2 4 4 16 4 4 0.00 5.4 2 Constirutc a diverse GP Board SUBTOTAL 0 2 6 6 0 0 8 0.00 5.4.3 Document the GP Process 1,440.(0 TASK 7 - C ommitmcnts DB GB BE EA TW EB JL P 7.1 Identifv and socurc commitments 2 2 2 J 224 ?C 123 0.00 5.5 Communih Performance Assessment (CPA) 2 8 12 2 2 4 6 2 2,590 00 5.5.1 Pr.-pare a CPA tool 1,100.00 SUBTOTAL 4 4 6 0 0 0.00 5.3.2 Demonstrate how the CPA tool is dynamic 0 2,030.00 0 00 5.5.3 Document the CPA Process TA. 8 - Preliminary 5raft DB G B BE EA TW EB 1L PIC 0.00 5.6 Convene AdN isory Committee Meeting tl8 to: 4 4 8 4 6 2 2,2(X).00 5 6 1 Rc-,iew & Commcht on Implementation Plan 0.00 Project Coordination J Meetings 4 4 12 8 8 2,900.00 Subcotult: t. E% an Vlachos I2hrs (a: SI00/lu) 1,200.00 SUBTOTAL 20 56 88 22 0 0 44 12 21,030.00 TASK 6 - Process Documeatidan DB OB BE EA TW EB JL PC 6 1 Pueblo's Strategic Planning history 2 24 2 2 1 1 4 4 1 500.00 6.2 Incorporate History in Process Documentation 8 2 4 4 16 4 4 4 1.180.00 SUBTOTAL 0 2 6 6 0 0 8 4 1,680.00 1,440.(0 TASK 7 - C ommitmcnts DB GB BE EA TW EB JL P 7.1 Identifv and socurc commitments 2 2 2 J 224 ?C 123 4(X) 00 8 0 930.00 7.2 Validate assurances in %Titing 2 2 4 12 24 9,450.00 8 1,100.00 SUBTOTAL 4 4 6 0 0 0 16 0 2,030.00 TA. 8 - Preliminary 5raft DB G B BE EA TW EB 1L PIC Preltminary Draft Plan 2 24 24 1 2 24 24 iro ucton Coc iac rdiron 1 1 4 16 4,940.00 Production Coordination 2 8 6 940 ( _. 4 16 4 AC Slt 03 to Reyicw Comments /Responscs 1,87U.00 Edits Coordination 4 4 8 8 4 1 8 4 8 2,240.00 Subconsultant: Evan Vlachos (4hrs (d Sl00/hr) 1,440.(0 2 1 2 520 00 Subconsltant Evan Vlachos (4hrs a: 5100 B 56 J 224 ?C 123 4(X) 00 SUBTOTAL 0 2 38 32 4 24 12 24 9,450.00 A. K 9 - Draft Distribution and Comment DB r, R BF FA TW FR E_ P(. Draft plan distribution coordination 2 24 24 1 1 8 4 1 5.480.Ou iro ucton Coc iac rdiron 1 1 8 580.00 Prepare Responses to Comments nal Cir, Sub=r:al Coordination 2 8 4 940 ( _. SUBTOTAL 8 1,480.00 AC Slt 03 to Reyicw Comments /Responscs 4 4 4 4 940 Ui SUBTOTAL 4 1 1,720 GO Production coordination 4 1 0 1 23 1 1,440.(0 2 1 2 520 00 Subconsltant Evan Vlachos (4hrs a: 5100 B 56 J 224 ?C 123 76.330.04) 400.00 SUBTOTAL 4 6 20 81 01 2 4, 181 4,700.00 TAS k 10 - Prenare Fioal Plan DB G3 BE EA i w E9 EL P Rcvistcrs to =at- Fina Draft Plan 2 2 24 24 1 1 8 1 15 1 5.480.Ou iro ucton Coc iac rdiron 1 1 1 4 1 530 011 nal Cir, Sub=r:al Coordination 1 1 '_ I I � 940 ( _. SUBTOTAL 2 1 32 24 1 n l 0 1 32 7.000.00 TASK 11 - Submit Plan to HUD DB GB Er. EA 7k EB JL PC ?r uc:tor.'Coordinancr. 1 2 1 1 7 1 5mai HLT3 Sub_=ytai Cocr=naticr. 1 I 1 a L 1 ? 1 1 1 � 1 940 Ui SUBTOTAL 1 0 0 1 6 1 0 1 0 4 1 0 1 23 1 1,440.(0 SUBTOTAL (TASKS 1 -11 I DE 6. GB 132 5-7 Ea. _72 120 B 56 J 224 ?C 123 76.330.04) DIR' CI EXPENSE ALLOWANCE (15,b oIFEES) G PLAN D TOTAL 87,_79 54) Pup 2