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Res 1397 - Agrmt D Ganer Comp P .-, '._', COUNCIL BILL NO. 1771 RESOLUTION NO. 1397 A RESOLUTION ENTERING INTO AN AGREEMENT WITH DON GANER TO COMPLETE A RECREATION AND PARKS COMPREHENSIVE PLAN AND AUTHORIZING THE MA VOR TO SIGN SAID AGREEMENT. WHEREAS, one of the City's primary goals as identified in the City Council's goal setting sessions was the development of a Recreation and Parks Comprehensive Plan, and WHEREAS, funds were allocated in the 1996/97 Recreation and Parks budget to hire a consulting firm to assist the City with this task; and WHEREAS, a request for proposals process was followed and the City Council selected Don Ganer to complete this project; and WHEREAS, an appropriate agreement has been prepared with Don Ganer to complete the Recreation and Parks Comprehensive Plan; NOW, THEREFORE, THE CITY OF WOODBURN RESOLVES AS FOLLOWS: Section 1. That the City of Woodburn enter into an agreement with Don Ganer, dba Don Ganer and Associates, to provide consulting services for the development of a Recreation and Parks Comprehensive Plan. Section 2. That the Mayor is authorized to execute, on behalf of the city, said agreement, a copy of which is attached hereto and, by this reference, incorporated herein. Approved as to form~ ()"'()- ~ } ~ ~ ~ q i-- City Attorney Date APPROVED: ~P~/l~ Nancy A. Kirksey, Mayor ./ Page 1 - COUNCIL BILL NO. 1771 RESOLUTION NO. 1397 T Passed by the Council Submitted to the Mayor Approved by the Mayor Filed in the Office of the Recorder ATTEST: /Y)a~ -r~.d- ~nant, City Recorder City of Woodburn, Oregon Page 2 - COUNCIL BILL NO. 1771 RESOLUTION NO. 1397 T -- -...., January 13. 1997 January 15, 1997 January 15. 1997 January 15. 1997 PERSONAL SERVICES CONTRACT This Agreement is made and entered into by and between the City of Woodburn, Oregon, hereinafter referred to as "City", and Don Ganer, dba Don Ganer & Associates, hereinafter referred to as "Consultant", regarding work related to the Parks and Recreation Comprehensive Plan Update for the City of Woodburn, Oregon. IT IS HEREBY AGREED by and between the parties to this Agreement: 1. Term The term of this Agreement shall be from the date of execution by both parties until tasks required hereunder are complete and accepted, unless earlier terminated in accordance herewith. 2. Consultant's Services Consultant agrees to provide the services described in the Consultant's proposal dated November 4, 1996, a copy of which is attached hereto as "Exhibit A", and is incorporated herein by this reference. 3. Consideration ...... City shall pay Consultant a sum not to exceed $23,500 for all Consultant services and an additional allowance of $2,250 for contract support expenses related to survey preparation/compilation, mapping and graphic services, and printing as outlined in Exhibit A. However, compensation may be less than such maximum amount and shall actually be determined on an hourly basis at Consultant's hourly rate of $85.00 per hour. Consultant shall furnish with each bill for services an itemized statement showing the amount of services devoted to the project by Consultant as well as any agents or employees of Consultant and any direct expenses. 4. Payment Consultant shall submit an invoice to the City by the 10th day of each month detailing project hours and expenses incurred during the previous month. City shall make payment to Consultant for each invoice by the last day of the month in which it is received. Page 1 - Personal Services Contract T' 5. Independent Contractor Consultant is engaged hereby as an independent contractor, and will be so deemed for purposes of the following: A. Consultant will be solely responsible for payment of any Federal or State taxes required as a result of this Agreement. B. The Consultant is an independent contractor for purposes of the Oregon workers' compensation law (ORS Chapter 656) and is solely liable for any workers' compensation coverage under this Agreement. 6. Employees No person shall be employed for more than eight hours in anyone day, or 40 hours in anyone week, except in cases of absolute necessity, emergency or where the public policy absolutely requires it, and in such cases except in cases of agreements for personal services as defined in ORS 279.051, the laborer shall be paid at least time and a half pay for all overtime in excess of eight hours a day and for work performed on Saturday and on any legal holiday specified in ORS 279.334. Persons who perform work under a personal services agreement shall be paid at least time and a half of all overtime worked in excess of 40 hours in anyone week, except for individuals who are excluded under ORS 653.010 to 653.261 or under 29 U.S.C. ~ ~201 to 209 from receiving overtime. Should Consultant elect to utilize employees on any aspect of this Agreement, Consultant shall be fully responsible for payment of all withholding required by law, including but not limited to taxes, including payroll, income, Social Security (FICA) and Medicaid. Consultant shall also be fully responsible for payment of salaries, benefits, taxes, Industrial Accident Fund contributions and all other charges on account of any employees. Consultant shall pay to the Department of Revenue all sums withheld from employees pursuant to ORS 31 6. 167. All costs incident to the hiring of assistants or employees shall be Consultant's responsibility. Consultant shall indemnify, defend and hold City harmless from claims for payment of all such expenses. Unless specifically set forth on Exhibit A, expenses relating to items set forth in this paragraph shall not be the basis of additional reimbursement of Consultant. No person shall be denied or subjected to discrimination in receipt of the benefits of any services or activities made possible by or resulting from this Agreement on the grounds of sex, race, color, creed, marital status, age, disability or national origin. Any violation of this provision shall be grounds for Page 2 - Personal Services Contract cancellation, termination or suspension of the Agreement in whole or in part by City. 7. Indemnity and Insurance Consultant acknowledges responsibility for liability arising out of the performance of this Agreement and shall hold City, its officers, agents, and employees harmless from and indemnify and defend the same of any and all liability, settlements, loss, costs and expenses in connection with any action, suit, or claim resulting or allegedly resulting from Consultant's negligent acts, omissions, activities or services provided pursuant to this Agreement or from Consultant's failure to perform its responsibilities as set forth in this agreement. Consultant, its subcontractors, if any, and all employers working under this Agreement are subject employers under the Oregon Worker's Compensation Law and shall comply with ORS 656.017 which requires workers' compensation coverage for all their subject workers. Consultant shall maintain throughout this Agreement the following insurance: A. Workers' compensation and employers liability insurance as required by the State where the work is performed. ....... B. Comprehensive automobile and vehicle liability insurance covering claims for injuries to members of the public and/or damages to property of others arising from the use of motor vehicles, including on-site and off- site operations, and owned, non-owned, or hired vehicles, with $1,000,000 combined single limits. C. Commercial general liability insurance covering claims for injuries to members of the public or damage to property of others arising out of any covered negligent act or omission of Consultant or of any of its employees, agents or subcontractors, with $1,000,000 per occurrence and in the aggregate. Except in the case of Workers' compensation insurance, City shall be named as an additional insured with respect to Consultant's insurance coverages identified herein. The coverage provided by these policies shall be primary and any other insurance carried by City is excess. Consultant shall be responsible for any deductible amounts payable under all policies of insurance. Page 3 - Personal Services Contract 8. Standard of Care In the performance of its professional services, Consultant shall use that degree of care and skill ordinarily exercised under similar circumstances by reputable members of its profession practicing in the State of Oregon. Consultant will reperform any services not meeting this standard without additional compensation. Consultant's reperformance of any services, even if done at City's request, shall not be considered as a limitation or waiver by City of any other remedies or claims it may have arising out of consultant's failure to perform in accordance with the applicable standard of care or this Agreement. 9. Termination This Agreement may be terminated prior to the expiration of the agreed upon terms: A. By mutual written consent of the parties; B. By City for any reason within its sole discretion, effective upon delivery of written notice to Consultant by mail or in person; and C. By Consultant, effective upon seven days prior written notice in the ......event of substantial failure by City to perform in accordance with the terms through no fault of Consultant. If City terminates the Agreement in whole or in part due to default or failure of Consultant to perform services in accordance with this Agreement, City may procure, upon reasonable terms and in a reasonable manner, services similar to those so terminated. In addition to any other remedies the City may have, Consultant shall be liable for all costs and damages incurred by City in procuring such similar service, and the Agreement shall be in full force to the extent not terminated. If City terminates the Agreement for its own convenience, payment of Consultant shall be prorated to and include the day of termination and shall be in full satisfaction of all claims by Consultant against City under this Agreement. Termination under any provision of this paragraph shall not affect any right, obligation or liability of Consultant or City which accrued prior to such termination. Consultant shall surrender to City items of work or portions thereof for which Consultant has received payment, or City has made payment. City retains the right to elect whether or not to proceed with actual construction of the project. Page 4 - Personal Services Contract ..- 'f - 10. Work is Property of City All work in its original form which is performed or produced by Consultant under this Agreement shall be the exclusive property of City and shall be delivered to City prior to final payment. Any statutory or common law rights to such property held by Consultant as creator of such work shall be conveyed to City upon request without additional compensation. Upon City's approval and provided City is identified in connection therewith Consultant may include Consultant's work in its promotional materials. Drawings may bear a disclaimer releasing the Consultant from any liability for changes made on the original drawings and for reuse of the drawings subsequent to the date they are turned over to City. 11. Law of Oregon The Agreement shall be governed by the laws of the State of Oregon. The Agreement provisions required by ORS Chapter 279 to be included in public agreements are hereby incorporated by reference and shall become a part of this Agreement as if fully set forth herein. 12. Adherence to Law Cons~tant shall adhere to all applicable federal and state laws, including but not limited to laws, rules, regulations, and policies concerning employer and employee relationships, workers' compensation, and minimum and prevailing wage requirements. Any certificates, licenses or permits which Consultant is required by law to obtain or maintain in order to perform work described on Exhibit A, shall be obtained and maintained throughout the term of this Agreement. 13. Modification Any modification of the provisions of this Agreement shall not be enforceable unless reduced to writing and signed by both parties. A modification is a written document, contemporaneously executed by City and Consultant, which increases or decreases the cost to City over the agreed sum or changes or modifies the scope of service or time of performance. No modification shall be binding unless executed in writing by Consultant and City. 14. Attorneys Fees In the event a suit or action is instituted to enforce any right guaranteed pursuant to this Agreement, the prevailing party shall be entitled to, in addition Page 5 - Personal Services Contract -'r to the statutory costs and disbursements, a reasonable attorneys fee to be fixed by the trial and appellate courts respectively. 15. Integration This Agreement, including but not limited to Exhibits and Consultant's proposal submitted to City contains the entire and integrated agreement between the parties and supersedes all prior written or oral discussions, representations or agreements. In case of conflict among these documents the provisions of this Agreement shall control. IN WITNESS WHEREOF, the parties have caused this Agreement to be executed by their duly appointed officers on the date first indicated below. APPROVED AND ENTERED this 15 day of January. 1997. CITY OF WOODBURN DON GANER , ,J l.-/J B /"7~",.~..o '.];-..... /. / y: " . v / /! _~....L-'/ Nancy A. Kirksey, Mayor Date: January 15. 1997 By: Date: ATTEST: 1'~~~,,~+ Mary Tennl t, City Recorder City of Woodburn Page 6 - Personal Services Contract "'~"<-""""'_""'-''''''~,-,--,."."",, ,_....._~,."..,_....~--".,~-,,-,.,-,_.,.,."...~....,.,.".....".""".,~"-;...,-,,._.,,-_._--~_....,~ ~ Proposal to Update PARKS AND RECREATION COMPREHENSIVE PLAN City of Woodburn.. Oreg.Q!l November 4, 1996 15418 NW White Fox Dr. · Beaverton, Oregon 97006 . (503) 690-8981 ,,", 'T'"' '''--''",-, .." "","- ,.,,,", "'-' '"--...-.----.-.-- EXHIBIT IIA" Page 1 of 16 Don Ganer & Associates ,...~ ...... 1 Don Ganer & Associates EXHIBIT "A" Page 2 of 16 15418 NW White Fox Drive Beaverton, Oregon 97006 Phone: (503) 690-8981 FAX: (503) 531-9262 November 4, 1996 Mr. Nevin Holly, Director Woodburn Recreation and Parks Department City of Woodburn 491 North 3rd St. Woodburn, OR 97071 RE: Parks and Recreation Comprehensive Plan Update Dear Nevin Holly: I am pleased to submit the enclosed proposal to develop the Parks and Recreation Comprehensive Plan Update for the City of Woodburn. I have enjoyed my association with the City of Woodburn since developing the City's parks and recreation system development charges (SDC's) in 1991, and look forward to the opportunity of once again working with you on this project. Since implementation of your SDC's in 1991, I have worked with twelve other parks and recreation providers in Oregon on capital facilities planning, financing and management projects. For this project, I am collaborating with David Reed, Ph.D., who heads David Reed & Associates of Springfield, Oregon. Dr. Reed has extensive academic training and practical experience in parks and recreation planning, and recently served on the National Recreation and Park Association (NRPA) project team which revised, updated, and recently published the Park, Recreation, Open Space and Greenway Guidelines (1996). We look forward to working with you to develop and implement a plan to meet the City's parks and recreation needs during the next twenty years, and will be available to meet with you, at your convenience, to further discuss this proposal. Sincerely, //~ ./~ Don Ganer^'- enclosures: proposal bid sheet cc: David Reed & Associates Public Sector Management and Technical Consulting Services EXHIBIT "AII Page 3 of 16 TABLE OF CONTENTS ~ Cover Letter Understanding of the Project 1 Project Approach 1 Preliminary Work Plan 2 Project Team 6 Project Documents / Products 8 Estimated Project Budget 8 Experience / References 9 Proposed Schedule / Timing Appendix --....., .-...r..... ..,.........- "! 1 - Proposal to Develop _XHIBIT HAN Page 4 of 16 PARKS AND RECREATION COMPREHENSIVE PLAN UPDATE Cif3' of Woodburn, Ore&on Understanding of the ProJect The City of Woodburn has proven its commitment to acqUlrmg parks and recreation facilities over the years through land dedication requirements, fees in- leiu-of dedication, and system development charges (SDC's). The City has also demonstrated innovation in the conversion of facilities for parks and recreation uses, and has successfully transformed an obsolete swimming pool rendered useless by an earthquake into a new year-round aquatics center providing expanded programs and services for Woodburn's citizens. The City of Woodburn is also fortunate to have a rich history, natural resources, and cultural diversity. As the City's population grows and continues to diversify, parks and recreation facilities and programs will play a critical role in preserving and enhancing the quality of life in Woodburn. From this perspective, we believe the Parks and Recreation Comprehensive Plan Update will serve as a blueprint for the the community's future quality of life. We view this project not only as an opportunity to identify facilities and programs needed to achieve the City's desired future quality of life, but also as a vehicle to enhance the City's spirit of community through extensive community involvement in the parks and recreation planning process. Project Approach As the City of Woodburn's partner in the planning process, we will: · work interactively with the City to identify and address key project issues, goals, and objectives; · develop and maintain extensive community involvement in all aspects of the planning process; · identify and emphasize key benefits provided by parks and recreation facilities and services, and connect them to broader community issues; · provide a comparative analysis of Woodburn's levels of service versus other similar Oregon communities; · take into consideration local transportation linkages and State of Oregon planning goals which relate to the City's parks and recreation comprehensive plan. Don Ganer & Associates 1 11/4/96 , ._, 'T'~"" - ~ Preliminary Work Plan ~XHI8IT -A- .'age 5 of 16 -, We are committed to a planning process that reflects the unique qualities and needs of Woodburn, and believe the strong participation of citizens is critical if we are to accurately identify a vision for the future and convert it into a plan for the next twenty years. The following preliminary work plan presents our recommended project approach based on these objectives and the scope of work as identified in the RFP. TASK DESCRIPTION 1.0 Project Initiation/ Meetin&s 1.1 Don Ganer & Associates (DGA), in association with David Reed & Associates (DRA), will meet with City staff to refine project goals, timing and phasing of events, project roles and responsibilities, and other items required to finalize the work plan. DGAI DRA will revise the work plan and cost estimate as needed, based on the City's planning process requirements. 1.2 DGAI DRA will have an initial meeting with the Recreation and Park Board to review the project work plan and schedule, and identify key issues, goals, and objectives. 1.3 DGA/DRA will conduct up to six (6) periodic Staff and Advisory meetings throughout the course of the project to apprise key personnel of project status, findings, etc. 2.0 Community Profile 2.1 DGA/DRA will review existing documents to clearly understand the context of the parks and recreation planning process. Included in the review will be City of Woodburn Comprehensive Plan as pertaining to Parks, Woodburn Recreation and Parks Capital Improvement Plan, City of Woodburn Systems Development Charges Ordinance as pertaining to Parks, City of Woodburn census tract information, As-built plans for existing facilities, Inventory of City/School and non-profit recreation facilities, City of Woodburn Transportation Plan; relevant research in the field of parks and recreation planning, including NRP A's Park, Recreation, Open Space, and Greenway Guidelines, and SCORP, and any other relevant documents that may be identified. Relevant findings will be incorporated into the planning process. 2.2 DGA/DRA will prepare a profile of the Woodburn community to identify qualities, trends, and demographics specific to the City. Don Ganer & Associates 2 11 / 4 / 96 .-.-.,..-..-..-......'-"."'-'-...-.. -..-.","..--,-...---.." "'" 1 . j TASK M 3.1 3.2 3.3 3.4 3.5 3.6 4.0 Don Ganer & Associates -'r'" DESCi . nON EXHIBIT flAil Page 6 of 16 Parks and Recreation Inventory and Assessment With City staff, DGA/DRA will conduct a site visit of existing developed and undeveloped City and schools/non-profit parks and recreation facilities. Using information obtained during the site visits and review of existing documents, DGA/DRA will prepare an inventory of existing parks and recreation facilities to identify the number and type of each facility, and determine the current levels of service being provided. DGA/DRA will develop a database table comparing the City's current levels of service with those of four other comparable Oregon locations. This information will be compared with the results of the community survey data and other information to develop proposed standards for current and future needs. Working in conjunction with City staff, DGA/ ORA will identify facility types which will comprise the City's parks and recreation system, prepare LOS standards, and identify neighborhoods which are currently under served by facilities, and future facility location needs. Based on a review of the City's Transportation Plan, OGA/DRA will make recommendations as to how to best link existing and future park sites via bicycle trails, walking and jogging trails, and public transportation. Using a City-provided base map, DGA/ORA will prepare an updated parks and recreation facilities map, including existing and potential future facility locations. Pro&rams and Services Inventory and Assessment Using information supplied by the City, DGA/ DRA will compile an inventory of recreation programs, maintenance service levels, and other services provided for City residents. This information will be compared with the results of the community and program survey data and other information to identify needed changes and develop proposed LOS standards. 3 11 /4 / 96 ~ , TASK 5.0 5.1 5.2 5.3 6.0 6.1 6.2 Don Ganer & Associates ----r-- DESCR~ .-1QN -"'1811 -A- .....age 7 of 16 Community Involvement DGA/DRA will conduct up to four (4) one-hour interviews with key Recreation and Parks Staff and Community Development Staff to identify critical needs, issues and the key benefits parks and recreation should provide to the community. The interviews will also explore partnership opportunities, preferred roles, and barriers to cooperation in facility , development/ scheduling, etc. DGA/DRA will design a survey instrument(s) addressing issues such as recreation programs, satisfaction levels, facility use patterns, specific parks and facility development issues, and the willingness to support development and program concepts (to be reviewed by Recreation and Parks Department prior to distribution), and will conduct a mail-out survey to 800 randomly-selected households in the City. A survey will also be distributed to other City-identified existing recreation program participants and potential participants. Using a demographic profile, the returned surveys will be post-stratified to represent the demographic composition of Woodburn. Working with City staff, DGA/DRA will organize and conduct a community workshop following completion of the survey to share survey results and identify the benefits of parks and recreation which are most important to Woodburn residents. The workshop will be an open public forum, designed to promote participation and interaction through large and small group discussions, exercises, etc. Prepare Plan Update DGA/ DRA will insure that requirements outlined in Oregon Statewide Planning Goals and Guidelines (1995) are followed through all phases of development of the Parks and Recreation Plan Update. Specifically, the Plan will comply with Goal 1: Citizen Involvement, GoalS: Open spaces, scenic and historic areas, and natural resources, Goal 8: Recreational needs, and Goal 11: Public facilities and services. DGA/DRA will identify existing sources and estimated amounts of revenues (i.e., general tax revenues, bond proceeds, SDC's, etc.) to be used in constructing operating, and maintaining future capital improvements. 4 11 / 4 / 96 .,....--.'...,........".-..-..._'"'.._._,.,"~....~"_...~.,-..c,..,;."',_.,~,~......"- , DESCR. . ION EXHIBIT -Aa - 'age 8 of 16 TASK 6.3 DCAI DRA will review and update cost estimates for existing and proposed CIF projects, including individual park projects identified on Parks CIP project list, Centennial Park, Community Center, and Performing Arts Center. 6.4 DCA/DRA will identify and explore options to increase the availability of services and facilities (i.e., partnerships, private providers, etc.), and develop financing options for facility acquisition, development, operations, and maintenance. 6.5 Using information gathered through the inventory I assessment and community involvement processes, DCAI DRA will prepare a Capital Improvement Plan (CIP) including a prioritized list of capital improvement projects, estimated timing, and costs for 5, 10 and 20 year periods. 6.6 Using information from the inventory I assessment and community involvement, DCAI DRA will prepare Recreation Service recommendations, including City services and programs and those offered, or proposed, through partnerships. 6.7 Using information from the inventory/assessment and community involvement, DCA/DRA will prepare Maintenance Service recommendations, including usage and maintenance standards, based on NRP A levels of maintenance standards. 6.8 DCA/DRA will consolidate elements completed in sub-tasks 6.5 through 6.7, update parks and recreation policies, develop a proposed action plan, and prepare the draft comprehensive plan update for presentation to the Recreation and Park Board 7.0 Plan Review / Adoption 7.1 DCA/ DRA will present the draft Plan to the Recreation and Park Board to review findings and recommendations, and revise as needed. 7.2 DGA/ DRA will submit the Plan to LCDC 45 days prior to the Planning Commission review meeting. 7.3 DCA/DRA will revise and present the Plan to the Planning Commission and City Council for review and consideration (2 meetings). Don Ganer & Associates 5 11/4/96 -~-'T"'."-""'~"""""'''-'''' ..-..-,-.-.-'''."...."..''...,---,,-- ...., l ! Project Te am . ,....qHIBIT -A" age :g' of 16 Don Ganer will serve as project manager, responsible for managing all aspects of the project including planning, scheduling, analysis, report preparation, and presentations. Don owns and manages the consulting firm of Don Ganer & Associates, located in Beaverton, Oregon. Don Ganer had the pleasure of working with the City of Woodburn to implement system development charges (SDC's) for the City's parks and recreation, water, and sewer facilities in 1991; and for transportation and stormwater drainage facilities in 1993. Current parks and recreation projects include: · Tualatin Hills Park and Recreation District twenty-year parks and recreation master plan and maintenance management plan (with David Evans and Associates) · Hood River Valley Parks and Recreation District twenty-year parks and recreation master plan and comprehensive plan update (with Bibi Gaston, Landscape Architect) · City of McMinnville twenty year parks and recreation master plan (with MIG, Inc.) · City of Scappoose twenty-year parks and recreation master plan and system development charges · Yamhill County campground facilities feasibility and design study (with North Pacific Design) In addition to these projects and his past work for the City of Woodburn, Don has served as a consultant on parks and recreation capital facilities planning and financing for the following Oregon cities, counties, and special districts (listed in alphabetical order: · Central Oregon Park and Recreation District · Chehalem Park and Recreation District · Columbia County · Crook County Parks and Recreation District · City of Medford · North Clackamas Parks and Recreation District · Tualatin Hills Park and Recreation District · Willamalane Park and Recreation District · Yamhill County Don Ganer has also served as speaker on capital facilities planning, financing, and related topics for the Oregon Recreation and Parks Association (1995, 1993, 1991), Association of Oregon Counties (1993), Oregon Municipal Finance Officer's Association (1995, 1992, 1991), and the Special Districts Association of Oregon (1995, 1993); and he worked with the University of Oregon's Bureau of Government Research to develop an article entitled "System Development Charges" (May, 1991) for The League of Oregon Cities Newsletter . Don Ganer received his bachelor's degree in Business Administration from Texas A&M University, performed graduate study at Chapman College, and gained fifteen years of public sector experience before embarking on his consulting career in 1990. Don Ganer & Associates 6 11/4/96 --T-' . ~ ~ , I:.XHUHI "Au .-cqge 10 of 16 David Reed manages his m consulting firm.. with more .to thirty years of experience in municipal park and recreation planning and management, and teaching and research at several universities. David Reed recently participated on a research and writing team for the National Recreation and Park Association, which produced the publication Park, Recreation, Open Space and Greenway Guidelines. He authored the systems planning chapter, which represents not only his own extensive experience but reflects two years of research and deliberations of the writing team, and extensive peer review from the park and recreation profession. Over his career, David Reed has been a planning manager responsible for developing a strategic plan and a comprehensive systems plan for Willamalane Park and Recreation District (Springfield, Oregon), and a comprehensive systems plan for the Austin Parks and Recreation Department (Austin, Texas). For a combined fourteen years, he applied and tested his planning methods, especially in terms of community participation and visioning, needs assessments, park and facility condition assessments, and integration of park and recreation master plans into existing plans such as comprehensive land use plans, transportation plans and community goals programs. David Reed is well acquainted with Oregon planning requirements for parks and recreation, having worked extensively with Statewide Planning Goals 5, 8 and 12, and having crafted the first cooperative planning agreement between a park district and a municipality in response to SB 122. He has also had an opportunity to help implement the new state transportation rule by developing off-street bikeway plans, and was recently involved in preparing a brief for a bikeway I greenway exaction applying the new criteria of the recent Supreme Court decision Dolan v. City of Tigard. He has been a professor at Oregon State University, Texas A&M University, Texas Tech University and the University of Texas at Austin, and is currently a visiting professor at Oregon State University. Dr, Reed performed his undergraduate work at Texas Tech University (B.S. in Park Administration, 1964). He received his Master of Science in Resource Development from Michigan State University (1966) and was awarded his Ph.D in Recreation Resource Planning from Texas A&M University (1972). Don Ganer & Associates 7 11/4/96 , --"'T'-'" .. ,',.-..... ...._......~~.,..,. .H..' , ,...........--..--..- "1 i Project DocumentslProduc . EXHIBIT -AM '-'Jge 11' of 16 As requested in the RFP, twelve (12) copies of each of the following documents will be provided to the City of Woodburn: · Draft of Comprehensive Recreation and Parks Plan Update · Final Comprehensive Recreation and Parks Plan Update · Draft Capital Improvements Plan Update · Final Capital Improvements Plan Update · Draft Community Survey Instrument · Final Community Survey Instrument · Capital Improvement Cost Estimates · Recreation Programs Survey, draft and final · Diagrams, maps, charts, etc. used in public meetings · Task time line In addition, one (1) copy of each of the following documents will be provided: · Analysis/summary of findings from community and recreation programs surveys · Community profile summary · Site visit inventory documentation · Level of service comparison data · Presentation map (approximately 3' X 5') showing locations of existing and proposed parks and recreation facilities, including transportation linkages Estimated Project Budget The estimated total cost to provide all services as identified in the project work plan is $23,500, based on 250 professional hours (@ $85/hour), plus an allowance of $2,250 for contract support services related to survey preparation/ compilation, mapping and graphics services, and printing. PLEASE NOTE THAT ALL COSTS RELATED TO PLANNING FOR GROWTH RELATED NEEDS CAN BE RECOUPED THROUGH PARKS AND RECREATION SYSTEM DEVELOPMENT CHARGES. The estimated cost per task is as follows: Task 1.0 Project Initiation/ Meetings 2,0 Community Profile 3.0 Facilities Inventory I Assessment 4.0 Programs/Services Inventory/Assessment 5.0 Community Involvement 6.0 Plan Update 7.0 Planning Commission/ Council Review Don Caner & Associates 8 Costs $ 1,700 1,325 3,050 850 6,500 8,375 1.700 $ 23,500 11/4/96 ., i , Experiencel References '''''XHIBIT MA- dge 12 of 16 The planning team members have extensive technical experience on similar projects related to preparing comprehensive system master plans for parks, recreation programs, recreation facilities, open space, and trails systems. Don Ganer & Associates Central Oregon Park and Recreation District. Oregon Ms. Caroline Harding, General Manager (541) 548-7275 1992-93 Scope: Facilities inventory, capital improvement program. system development charges methodology, resolutions, intergovernmental agreements! negotiations. Chehalem Park and Recreation District. Oregon Don Clements, Director (503) 538-7454 1992 Scope: Advice on system development charges methodology and ordinance. Columbia County. Oregon Charles Ashcroft (503) 397-2353 1993-94 Scope: Facilities inventory, capital improvement program. system development charges methodology and ordinance. Crook County Parks and Recreation District Gary Ward, Director (503) 447-1209 1994 Scope: Facilities inventory, capital improvement program. system development charges methodology, resolutions and intergovernmental agreements, Hood River Valley Park and Recreation District. Oregon Chuck Johnisee, Chair (503) 386-2062 1993- present Scope: Facilities status and needs review, facilities inventory, maintenance requirements analysis, system development charges methodology, resolutions, intergovernmental agreements, negotiations, facilities master plan. McMinnville. Oregon Jay Pearson, Assistant Director (503) 434-7310, ext,382 1996-present Scope: Facilities master plan, SDC's methodology! ordinance (with MIG, Inc.). Medford. Oregon Greg Jones, Director (541) 770-4444 1995 Scope: Facilities needs! concurrency plan (with Henderson, Young & Company). Don Ganer & Associates 9 11 /4/ 96 "r' 1 J Don Ganer & Associates (continued) Don Ganer & Associates .--...T...... ....~_...... EXHIBIT "A-; Page 13 of u;." ..- North (, .:kamas Park and Recreation Dish Oregon Roger Brown, Director (503) 794-8002 1996,1993-94 Scope: Facilities inventory, capital improvement plan, system development charges methodology, revenue projections reports and updates, ordinance, and intergovernmental agreements. Scappoose. Oregon Lisa Smith, Assistant Planner (503) 543-7146 1996-present Scope: Facilities status and needs review, facilities inventoryl maintenance requirements analysisl system development charges methodology, facilities master plan, Tualatin Hills Park and Recreation District. Oregon Andy Priebe (503) 645-6433 1994-present Scope: Facilities inventory, preliminary capital improvements plan. system development charges methodology, draft resolution, draft intergovernmental agreementsl and training materials; maintenance operations review and management plan; facilities master plan (with David Evans and Associates). Willamalane Park and Recreation District. Oregon Dan Plaza, Superintendent (503) 726-4335 1994-95, 1991-92 Scope: Facilities inventory, capital improvement plaI\ system development charges methodology, resolution, methodology and resolution review and updates, City of Woodburn. Oregon Nevin Holly, Director (503) 982-5265 1991 ' Scope: Facilities inventory, capital improvement progr~ system development charges methodologies and ordinance. Yamhill County. Oregon Janie Mitchell (503) 434-7501 1996, 1993-94 Scope: Facilities inventory, capital improvement program, system development charges methodologies and ordinance; campground feasibility study. 10 11 / 4 / 96 1 David Reed & Associates Don Ganer & Associates ...- T''' E!tfIBIT MAM; Pag~ 14 of ,",-" Nation~~ecreation and Park Association ~ .Jlication: Park. Recreation. Open Space and Greenway Guidelines. 1995 Jim Mertes, Chair, Research & Writing Team (806) 742-2858 Scope: Member of the research and writing team and author of the systems planning chapter for national publication on standards. Strategic Plan. Comprehensive Systems Master Plan Willamalane Park and Recreation District Dan Plaza, Superintendent (541) 726-4335 Janice Morrisette, Member of Board of Directors (541)746-1378 Scope: Nine modules were managed which represented the strategic plan, Extensive staff focus group meetings, community SUIVey and focus group meetings, development of an annual goals program, park and facility assessments, Rehabilitation Plan, Comprehensive Plan, Leadership Plan, Areas of Strategic Focus (target publics), Recreation Services Deliver Plan, mission statement, and policies and objectives. Development of a five year capital improvement program. Collaborated with David Yamashita. Portland Park Bureau planner, in sharing and improving each other's methodology in systems planning, particularly the instruments for systematically assessing conditions of parks and recreation facilities. Planning and Development Manager Willamalane Park and Recreation District Dan Plaza, Superintendent (541) 726-4335 Scope: Directed $400,000 annual capital improvement program, obtained a seat on the City's development review committee, created and managed the District's annual goal setting process, managed the land acquisition program, negotiated intergovernmental agreements with the City and School District, managed and implemented a new System Development Impact Fee program, developed and implemented the Adopt-a-Park program, participated in city refinement plans, and managed a grants and revenue enhancement program. Austin. Texas Parks and Recreation Master Plan, Charles Jordan, (Former Director) (503) 823-5379 Scope: Directed the first comprehensive plan for community of 700,000. Hired part-time resident planning aides and worked with Texas A&M to undertake one of the most ambitious community needs assessments, funded by a UP ARR grant. Planning model used in NRP A publication on park standards. Administrative Services Manager for Austin Park and Recreation Department. Scope: Managed support services including horticulture, forestry, irrigation, capital improvements, facility maintenance, and park planning and design. Two successful bond projects provided funding authorization for over $50 million in land acquisition, rehabilitation, park development and recreation facility construction. 11 11 / 4/ 96 1 I David Reed & Associates (continued) Don Ganer & Associates EXHIBIT MAM; Page 15 of ~ - Lead Sl Town Lake Corridor Study. Aus. Texas. Scope: Staffed a City Council appointed citizens task force and prepared a benchmark study for the Town Lake corridor, including a waterfront overlay zone and land use development standards to protect the urban edge of a 12 mile waterfront in the heart of Austin. Cleveland Metroparks District. Cleveland. Ohio Vern Hartenburg, Executive Director (216) 351-2584 Scope: Participated on a Professional Review Panel which was invited to review draft policy framework for the Cleveland Metroparks benchmark. Springfield School District Land Use Planning & Permitting Tim Woodley, Project Manager (541) 744-6375 Steve Barrett, Assistant Superintendent of Operations (541) 726-3267 Scope: Land use planning consultant for planning and permitting of three new schools, including extensive neighborhood and community participation and presentations before the Planning Commission. Benton County Park and Open Space Plan. Scope: Prepared the first comprehensive park and open space plan for Benton County, Oregon. San Antonio River Walk Study Qare Gunn, Project Manager (409) 693-9821 Scope: Research investigator to study social! environmental aspects of the River Walk and development of urban waterfront planning principles, 12 11 / 4/96 .-...T..... ....,..-.-....--.... 1 1 J EXHIBIT MAM; Page 16 of )10-, - APPENDIX CITY OF WOODBURN PARKS AND RECREA nON COMPREHENSIVE PLAN UPDATE PROPOSED SCHEDULE/TIMlNG . . .m......m.....' . .}~~...l """""'..m......' ...}~?mL...m.m..l """.....m.. .....,~......m..... ...~~. Jan Feb ....M.......a...r....c.....~.'...'.'......'.,.....AP.r..i...l.........'::.................~..n~y. .~..~j.~l'()j~~,~~~il~()~.~I:i':lg~ .u..u.. ... ....,..., ,. ..... ............ ....u........,.. . . . . . ..,L1.~.1..~if:l.<lli:z:~~.().r.l<.p~Cl~...............,... : . .. ,. ,. '; . ..............,.........'....m.....'..........." ....." ,j. !,~,,~i~Cll..~~..~ .I>.Cl.r.I<,.~<lr.~.IJ:l.~~~g ....'...."...,.., ...... ...,..,..,..,,,..,.. . ... .......,, . .;,...""...m...... . .. jL3Periodic ,t;JIf/'civisory=eetings .... mm ~."......=~.":"......."..-....."..=~:"...........~..:,~,,,,,,,,,,,,",, ...! 2.(),~()~~9'~f:il~ .......... .... ....... ...,. ,2}~~yie~ ~><i~~':lgdocllIll~~ts. . .:. ~~ .I'rep~r~ .<:()IJ:lIJ:lllIlitypr()~~~ IIIIIIa . }.O ,~il~l~~e~~':l!~1.ltory/.Asse~~IJ:lt!l1t 3,1 Site visits ---.-......._--...... - - - ..-----..... .3~.lny~~t()ry/LOS.determination ,33 .~C()IJ:lPClriS()~S.. . .. }~4.Idelltifyuf<lciIity.~ee~s ..~~. Transp()~~~()n.li~l<ag~su. 1.:3~~.I>.repare~acili~esIJ:lap .............................................. m\ . . . .. .. . . . . .. I I : I i I .nl I I I i 1____.__......._......._.._._._._........... I. .~.~:~I'()~ll1s/SeJYices .lnve1.ltory! .Assessll1~1.l~. i I i ~.O:<;Oll1JD.unitylnvolveIJ:lent 5.1 Staff interviews ......n............ ... "'~~' C::(}Il~ul2t ~urvey · 5.3 Community workshop .....,._. mll[~ i .fj.~,~lall.1JPd.ate i. . ... ;~~!.F()Il()\V~tate.gui~eIin~. .. ..6~2Id.entifyr.ey~~1l~~ !. ..~~~.lJP~<l~e c()ste~tiIJ:la.tes j 6~4. Explore. funding/ provisiolloptions . .L~:?l'repar.E!.c:Ir> . ...6~6. r>reparepr()graIJ:l recolllIJ:le~d.atiolls........... ...~.7Prepare maintenance recommendations 6,8 Prepare draft comprehensive plan ......n....n......nl"..............n.............................n..~........,......n..........nn...............,......~.........n...n....n....1 I.. ..... .... : . ........ ... . uJIIIIIIIIL.u.. ........IJ........ 17 .~TPl~IlRE!~ewl Adoptioll i · 7.1 Rec & Park Board review I - - . - - - .7,2 LCDC submission 7 ~3Planning Commissionl City Council review I . . .. .. I I I i I .. . uUIl1 U .. .... :u . . . !",nnnnnnlll""n'llu,n,u...1 Don Ganer & Associates Appendix November 4, 1996