Scope of the Project

The Plan will guide decisions affecting the physical development and redevelopment within the City. The process for the Plan Update will be critical to its success and must ensure that the final document reflects the desired vision for the community as determined by citizens, developers, landowners, business leaders, appointed and elected officials, and other stakeholders through community participation. The Plan will be a guiding document that reflects the community's unique character and provides a clear process, together with specified objectives and policies, of how the City can build upon its strengths.

The Zoning Code will need to be updated as to ensure conformance with goals and objectives of the Comprehensive Plan, statutes, and federal legislation. While periodic updates to the Zoning Code have been made, a holistic update is required.

The consultant will provide a full range of municipal planning services required to update the Comprehensive Plan & Zoning Code including, but not necessarily limited to:

1. A thorough evaluation of, and recommendations for, modifications to the existing plan, including its vision statement, goals, objectives, policies and recommendations.
2. An analysis and incorporation of relevant data and trends in conformance with the State of Wisconsin's Smart Growth Law (Wis. Stats. Sec. 66.1001(2)).
3. Recommendations for integration with other plans and initiatives adopted by the City, such as the South 27^th Street Corridor Plan, the Lakefront Redevelopment Action Plan and related plans, the Park and Open Space Plan, and the City of Oak Creek Strategic Action Plan.
4. Re-evaluation of the Planned Land Use Map and categories, how they function with the existing zoning districts adopted by the City, and any recommendations for potential future zoning districts or district amendments.
5. Evaluation of, and recommendations for, the Growth Pattern Concept Plan (as defined in the 2002 Comprehensive Plan).
6. Identification of opportunities and implementation strategies, and general recommendations on appropriate changes that should be made to the Land Use and Zoning Code to make it consistent with the Plan Update.
7. Effective coordination with staff, the Plan Commission, Community Development Authority, and Common Council. The consultant will assist with the creation of a Comprehensive Plan Update Steering Committee to lead the process.
8. An effective Steering Committee and public participation process and schedule to ensure community involvement in the Plan Update process. Plan Commission and Common Council review meetings, hearings, and adoption date estimates shall also be proposed and updated throughout the process.
9. Final comprehensive plan document preparation and presentation.
10. Identification of opportunities and implementation strategies, and general recommendations on appropriate changes that should be made for consistency with the Plan Update.
11. A thorough evaluation of, and recommendations for, modifications to the existing Zoning Code, including, but not limited to: Zoning Districts; allowed uses; land use controls; incorporation of relevant statutory and federal regulatory mandates, local plans, and planning and zoning practices, trends, and innovations.
12. Effective coordination with staff, the Plan Commission, Community Development Authority, and Common Council. The consultant will assist with the creation of a Zoning Code Update Steering Committee, if applicable, to lead the process.
13. An effective public participation process and schedule to ensure community involvement in the Zoning Code Update process. Plan Commission and Common Council review meetings, hearings, and adoption date estimates shall also be proposed and updated throughout the process.
14. Updated Zoning Code Ordinance and presentation.

Community Involvement in Decision Making

The City of Oak Creek values participation of citizens in every stage of decision making. Participation of citizens, developers, land owners, business owners, second homeowners, appointed and elected officials, and other stakeholders throughout the community is paramount to success of the Plan Update; therefore, the City will place a strong emphasis in the selection process on choosing a consultant that has strong facilitation skills with respect to the public participation and meeting process. The selected consultant will be responsible for organizing and either leading or co-leading public events with City staff.

Products and Deliverables

Some of the deliverables to be included with the Plan Update and Zoning Code Update are expected to be, but not limited to the items below. Other areas of emphasis may be identified during the Plan Update and Zoning Code Update process.

Comprehensive Plan Document

A completed Plan Update document that incorporates the required information outlined under the Services subparagraph found in Section 2 of this document. Consultant shall provide one (1) unbound copy and 25 bound copies of the final Plan document to the City, including graphics. The consultant shall also provide (1) electronic submission of the Plan document, including attachments and other graphics, in an editable format commonly used by the Community Development Department.

Zoning Code Ordinance

Preparation of updated zoning ordinance that is accurate, complete, understandable, and meets all requirements of planning, zoning, and land use law.

1. The consultant is being asked to review the current Zoning Code for possible legal issues, inconsistent standards, and recommend amendments to the Code. A summary is to be provided to the City for review and confirmation of the items that warrant immediate attention. Of those requiring immediate attention, the consultant would work with Planning Division Staff to provide appropriate amendment language.
2. Complete the revision of the Zoning Code to support the Comprehensive Plan. The revision would include, but not be limited to:
   1. Administrative aspects of the Zoning Code, including purpose, intent, duties of individual committees and commissions, and enforcement procedures.
   2. Permitted uses and uses allowed by a conditional use permit in all zoning districts.
   3. Appropriate revision of review procedures for proposed developments.
   4. Appropriate revisions of development standards and standards of approval for all development proposals (e.g., site plans, conditional use permits, variances, etc.).
   5. Revisions and/or addition of graphics and tables.
   6. Appropriate revisions of basic rules and regulations, such as setbacks and separation distances; density, lot area and coverage; landscaping, screening and buffering requirements; signage; parking and loading space allocation and driveway dimensions; statutory and federal requirements/limitations; etc.
   7. Incorporation of zoning and planning trends and innovations.

Proposal Submission Requirements

1. One (1) unbound original proposal.
2. Eight (8) printed and bound copies of the proposal.
3. One (1) digital copy of the proposal.

Digital copies may be submitted via email (max. 2 MB file size), on a flash/thumb drive, or via FTP/Dropbox link. The deadline to submit proposals is Friday, December 1, 2017 before 4:00 PM.

The proposal submittal should be submitted in an envelope labeled "2018 Comprehensive Plan and Zoning Code Update Proposal" and delivered to:

Doug Seymour, Director of Community Development
City of Oak Creek
Community Development Department
8040 S. 6^th Street
Oak Creek, WI 53154

Proposal Format

1. Title Page. Provide the name of your firm, address, telephone and name of contact person on a title page.
2. Letter of Transmittal. Provide a complete statement regarding the understanding of the project and your interest in working with the City of Oak Creek on the Comprehensive Plan and Zoning Code Updates. The transmittal letter shall be signed by a duly authorized officer or agent empowered with the right to bind the consultant submitting a proposal for consideration.
3. Firm Background. Provide information on the size, location, available resources and brief discussion on past experiences related to updating comprehensive plans, transportation plans, workforce housing, zoning codes, and other policy documents.
4. Project Team. Identify the project team (including sub-consultants and associates) and provide a statement of qualifications for each individual.
5. Work Samples. List and provide in electronic format only (either a webpage link to the document or other electronic format) three (3) examples of comprehensive plans, zoning codes, or other applicable writing samples recently completed by the firm or team members.
6. Methodology and Approach. Provide a description of the method and approach your firm intends to utilize in order to complete the Comprehensive Plan and Zoning Code Updates.
7. Timeframe. Include a detailed phasing and task list and estimated completion time of each task. Provide an estimated start date and completion date of the Comprehensive Plan Update and Zoning Code Update, based on an estimated consultant selection date of late February 2018.
8. References. Submit names, e-mails and telephone numbers of other municipal officials that we may contact to verify performance on projects recently completed by the firm as identified under the Firm Background section of the proposal submittal.
9. Verify Firm Capacity and Project Team. Provide a statement verifying your ability to begin work on the Comprehensive Plan and Zoning Code Updates, and complete the tasks within the timeframes identified in the Methodology and Approach section of the submitted proposal based on your firm's current work load and capacity. Provide a list of the person(s) that will be principally involved in the project.
10. Cost Breakdown. Submit a not-to-exceed cost breakdown of the Comprehensive Plan and Zoning Code Update process, including total travel and material expenses as separate line items, for the work identified by the consultant in the Methodology and Approach and Timeframe sections of the proposal submittal.
11. Supporting Information (Optional). Provide other supporting information you feel may help us further evaluate firm qualifications and fit for completing the Comprehensive Plan and Zoning Code Updates.

Tentative Schedule

The tentative schedule for this Request for Proposals is as follows:

• Release of RFP: October 20, 2017
• MANDATORY RFP Preplan Meeting: November 8, 2017
• Deadline for Questions: November 10, 2017
• Question Responses and/or Addenda to RFP: November 17, 2017 by 4:00 PM
• Proposal Submission Deadline: December 1, 2017 at 4:00 PM
• Selection Committee Reviews Complete: January 12, 2018
• Schedule Consultant Interviews: January 23-25, 2018
• Selection of Preferred Consultant: February 20, 2018 (Common Council meeting)
• Notice to Preferred Consultant: February 21, 2018

Evaluation Criteria

1. Project Team Qualifications and Experience
2. Proposed Methodology and Approach
3. Understanding of the City of Oak Creek
4. Timeframe and Completion Date
5. Proposed Fees and Costs