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