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Home My WebLink AboutPackets - Council Packets (1398) AGENDA ORO VALLEY TOWN COUNCIL STUDY SESSION JUNE 11, 2001 ORO VALLEY TOWN COUNCIL CHAMBERS 11,000 N. LA CANADA DRIVE STUDY SESSION - AT OR AFTER 7:00 PM CALL TO ORDER ROLL CALL 1. STORMWATER MANAGEMENT FOR THE TOWN OF ORO VALLEY — TOWN WIDE DRAINAGE STUDY, THE U.S. ENVIRONMENTAL PROTECTION AGENCY (EPA) NATIONAL POLLUTION DISCHARGE ELIMINATION SYSTEM (NPDES) AND THE STORMWATER UTILITY CONCEPT - DISCUSSION 2. STREET INTERSECTION VISIBILITY ENHANCEMENT PROGRAM 3. REQUEST FOR SPEED LIMIT REVISIONS ON LAMBERT LANE AND LA CANADA DRIVE 4. GENERAL PLAN UPDATE — SCOPE OF WORK & PUBLIC PARTICIPATION PLAN ADJOURNMENT The Town of Oro Valley complies with the Americans with Disabilities Act (ADA). If any person with a disability needs any type of accommodation, please notify the Oro Valley Town Clerk, at 229-4700. POSTED: 6/6/01 4:30 p.m. lh TOWN OF ORO VALLEY COUNCIL COMMUNICATION STUDY SESSION DATE:June 11, 2001 TO: HONORABLE MAYOR& COUNCIL FROM: Jim Hossley Stormwater Division Manager SUBJECT: Stormwater Management for the Town of Oro Valley - Town Wide Drainage Study, the U.S. Environmental Protection Agency (EPA) National Pollution Discharge Elimination System (NPDES) and the Stormwater Utility Concept. Background: The Town of Oro Valley has several stormwater management functions and responsibilities. Some of these functions and responsibilities include requiring the construction of drainage control facilities for new development as well as engineering review and approval of proposed drainage control facilities for new development. Other functions and responsibilities include Federal Emergency Management Agency (FEMA) and local floodplain management,construction of drainage control structures,maintenance of drainage control structures and implementation of Federal and/or State mandated programs. The Mayor and Council,recognizing limitations in current stormwater management ordinances and standards as well as the need for a comprehensive approach to stormwater management in the Town of Oro Valley,directed the Department of Public Works staff to prepare a Town Wide Drainage Study. Staff contracted with Kimley- Horn and Associates to prepare the study. At tonight's study session,representatives from Kimley-Horn and Associates will discuss what they accomplished with the Town Wide Drainage Study. This includes an Ordinance Review&Master Plan Development document,the Town of Oro Valley Hydrology Model,the Town of Oro Valley Drainage Standards Manual,the Town of Oro Valley Drainage Problem Identificarion and Solution Plan document and proposed revisions to the Town of Oro Valley Floodplain Management Ordinance. Town staff will provide some insight into the National Pollution Discharge Elimination System (NPDES)Phase 2 program. This program is federally mandated to control pollution associated with stormwater.Under this rule,the U.S. Environmental Protection Agency(EPA)will develop either an individual or(most likely) a general permit that the Town of Oro Valley must apply for by March 10,2003. To be in compliance with this permit and the NPDES program,the Town must reduce the discharge of pollutants from its stormwater system to the "maximum extent practicable"to protect water quality. Department of Public Works staff has explored several options to fund a Town wide stormwater management program. Traditional government funding sources may prove problematic for sustaining a stormwater management program. In light of the difficulties with traditional funding sources, staff recommends creation of a stormwater utility which is a concept many local governments in other parts of the Country have successfully turned to to fund these programs. The utility concept provides a framework from which to implement a comprehensive and sustainable Town wide stormwater management program and collect fees to support it. Through creation of a stormwater utility, it is possible for the Town of Oro Valley to create a reliable and long- TOWN OF ORO VALLEY COUNCIL COMMUNICATION Page 2of 2 term funding source to address drainage problems, construct/maintain drainage infrastructure and meet the requirements of the NPDES Phase 2 program. Staff proposes to bring a Stormwater Utility Ordinance for consideration by the Mayor and Council at the June 20,2001 Town Council meeting. At this time, the proposed ordinance is for creation of the utility only, without a fee structure. The language in the proposed ordinance requires the creation of a Stormwater Utility Commission with members appointed by the Mayor and Town Council This commission would serve a similar function as the Water Utility Commission on matters related to the Stormwater Utility. The initial mission of the Stormwater Utility Commission would be to define the scope of service to be provided by the Stormwater Utility and determine an equitable utility fee to provide that service. The Commission would then have a Storm Water Utility service fee ordinance prepared and forwarded with its recommendation(s) to the Town Council for consideration. Tonight staff will provide more details on the stormwater utility concept and the proposed Stormwater Utility Ordinance. ATTACHMENTS: None Town Engineel\ � r Town .nager AGENDA ORO VALLEY TOWN COUNCIL STUDY SESSION JUNE 11, 2001 ORO VALLEY TOWN COUNCIL CHAMBERS 11,000 N. LA CANADA DRIVE STUDY SESSION - AT OR AFTER 7:00 PM CALL TO ORDER ROLL CALL 1. STORMWATER MANAGEMENT FOR THE TOWN OF ORO VALLEY — TOWN WIDE DRAINAGE STUDY, THE U.S. ENVIRONMENTAL PROTECTION AGENCY (EPA) NATIONAL POLLUTION DISCHARGE ELIMINATION SYSTEM (NPDES) AND THE STORMWATER UTILITY CONCEPT - DISCUSSION 2. STREET INTERSECTION VISIBILITY ENHANCEMENT PROGRAM 3. REQUEST FOR SPEED LIMIT REVISIONS ON LAMBERT LANE AND LA CANADA DRIVE 4. GENERAL PLAN UPDATE — SCOPE OF WORK & PUBLIC PARTICIPATION PLAN ADJOURNMENT The Town of Oro Valley complies with the Americans with Disabilities Act (ADA). If any person with a disability needs any type of accommodation, please notify the Oro Valley Town Clerk, at 229-4700. POSTED: 6/6/01 4:30 p.m. Ih AGENDA ORO VALLEY TOWN COUNCIL STUDY SESSION JUNE 11, 2001 ORO VALLEY TOWN COUNCIL CHAMBERS 11,000 N. LA CANADA DRIVE STUDY SESSION - AT OR AFTER 7:00 PM CALL TO ORDER ROLL CALL 1. STORMWATER MANAGEMENT FOR THE TOWN OF ORO VALLEY — TOWN WIDE DRAINAGE STUDY, THE U.S. ENVIRONMENTAL PROTECTION AGENCY (EPA) NATIONAL POLLUTION DISCHARGE ELIMINATION SYSTEM (NPDES) AND THE STORMWATER UTILITY CONCEPT - DISCUSSION 2. STREET INTERSECTION VISIBILITY ENHANCEMENT PROGRAM 3. REQUEST FOR SPEED LIMIT REVISIONS ON LAMBERT LANE AND LA CANADA DRIVE 4. GENERAL PLAN UPDATE — SCOPE OF WORK & PUBLIC PARTICIPATION PLAN ADJOURNMENT The Town of Oro Valley complies with the Americans with Disabilities Act (ADA). If any person with a disability needs any type of accommodation, please notify the Oro Valley Town Clerk, at 229-4700. POSTED: 6/6/01 4:30 p.m. lh TOWN OF ORO VALLEY COUNCIL COMMUNICATION STUDY SESSION DATE: June 11, 2000 TO: HONORABLE MAYOR& COUNCIL FROM: MARTIN ROUSH, PLANNING DIVISION MANAGER, DPW SUBJECT: Street Intersection Visibility Enhancement BACKGROUND: Due to residents' concerns regarding street location and identification while driving after sunset, the Town is prepared to respond by providing various alternative methods for enhancing intersections. The purpose of this presentation is to inform Mayor and Council of existing conditions and various methods of illuminating intersections and subdivision entry monuments while preserving the night sky. A Street Intersection Visibility Enhancement document is presented for Council discussion. Attached is the Department of Public Works internal Policy, Guidelines and Action Plan which identifies the need for enhancing intersections, provide uniform alternatives for lighting streets and a method for responding to the needs of the community. ATTACHMENTS: 1. Policy for Street Intersection Visibility Enhancement 2. Guidelines for Street Intersection Visibility Enhancement 3. Action Plan for Street Intersection Visibility Enhancement D- •.1 ,;en 416 -ad, I / Town Manage TOWN OF ORO VALLEY Department of Public Works Policy for Street Intersection Visibility Enhancement Purpose: The purpose of this policy is to establish objective criteria for identifying the need for street lighting, a consistent practice of installing street lighting and to promote uniformity within the Town of Oro Valley. Objectives: The objectives of this policy are to promote a safe street environment,to maintain and promote a"dark sky" environment with minimal light pollution and to effectively conserve resources within the Town of Oro Valley. Definitions: A major street intersection is defined as an intersection of two arterial roadways. High Pressure Sodium(HPS)is a type of street lighting that yields a broad spectrum of light while minimizing light pollution. HPS is an accepted form of street lighting by the Kit Peak observatory. Policy Statement: Street lighting shall only be installed at major intersections within the Town of Oro Valley or at locations where there is a demonstrated history or potential of nighttime or darkness related type accidents. In such cases, the Town of Oro Valley"Guidelines for Providing Alternatives to Street Lighting on Town Streets and Intersections" shall be used to provide an effective solution. While street lighting has many advantages such as improving nighttime visibility of specific roadway features and improving traffic safety, it also has many disadvantages such as energy costs, costs associated with repairs and maintenance, light pollution, and the placement of poles within the public right-of-way. For these reasons the following criteria was established to ensure that the benefits of street lighting are realized. Criteria: All major intersections, as defined in this policy, within the Town of Oro Valley will have intersection street lighting installed. The need for street lighting at all other roadway features within the Town of Oro Valley must be established by performing an evaluation. Lighting shall not be installed for the mere occurrence of nighttime or darkness related accidents with no evidence suggesting that the accidents are correctable with the installation of street lighting. The evaluation must demonstrate a history or potential of nighttime related accidents based on one or more of the following criteria: 1. At least three accidents occurred within the most recent three-year period where the evidence clearly suggests that the accidents would have been correctable with the installation of street lighting. 2. Where there is a clear potential of severe accidents occurring at night above and beyond other similar roadway features that exist in the Town of Oro Valley, and based on the normal and recurrent use of the facility. An example would be recurrent pedestrian activity of significant magnitude that results in pedestrians crossing and or walking along the street. Special Events do not apply. 3. The frequency of nighttime or darkness related accidents is equal to or greater than the frequency of day-time related accidents and at least 5 nighttime accidents have occurred within the most recent three years. Placement: All street lighting shall be installed within the public right-of-way. Any lighting placed adjacent to the street outside the public right-of-way shall have no glare or lighting spillover into the public right-of-way. Street lighting shall be designed to minimize glare and light pollution, and according to AIE design criteria. TOWN OF ORO VALLEY Department of Public Works Guidelines for Street Intersection Visibility Enhancement Guidelines for Providing Alternatives to Street Lighting on Town Streets and Intersections Purpose: The purpose of this guideline is to implement uniform practices and treatments for improving the visibility of roadways and intersections at night or during darkness as an alternative to street lighting. This guideline is intended to be used in conjunction with the Town of Oro Valley Policy for Street and Intersection Lighting. Description: The visibility of roadway features during night or darkness can be enhanced in a number of ways. It is important to maintain a reasonable level of consistency in applying such visibility enhancing treatments. Alternatives that will be funded by the Town of Oro Valley are listed in Section"A", and a few alternatives that will not be funded are described in Section"B". A. Alternative Treatments Funded by the Town of Oro Valley: The following alternatives provide cost effective treatments that address typical type situations on the streets of Oro Valley. The following treatments may be considered by the Town of Oro Valley: Reflective Street Signs with Larger Copy The benefit of reflective street name signs with larger copy is that they can be seen and read from longer distances which provides more time for the motorist to react, decelerate and make a turning maneuver. These larger signs typically require two signposts for mounting. These signs generally do not contribute to light pollution and do not require an energy source. The use of these signs shall be limited to side streets with traffic volumes greater than 1000 vehicles per day in isolated areas on high-speed sections of roadway(>40mph). Reflective Signpost Sleeves or "Bright Sticks" Reflective signpost sleeves consist of a short section of reflective plastic tube on the signpost at a height visible to traffic. The plastic tube or sleeve is covered with reflective tape or other reflective materials to provide a reflective surface in all directions. The benefit of this treatment is that it provides a reference point to oncoming traffic as to the location of the intersection. This type of improvement is relatively inexpensive, easy to maintain and can be easily seen in darkness conditions. Post Mounted Delineators(PMDs) PMDs may be mounted as described in section 3-D of the Manual on Uniform Traffic Control Devices (MUTCD). PMDs may be used to mark the locations of unlit intersections to provide an identification point of the intersection or to mark specific features of the intersection such as the corner radius. Reflective Raised Pavement Markers(RPMs) RPMs are typically installed on the centerline or striping of a roadway to delineate the alignment of the roadway. They may also be installed at intersections to delineate turn lanes and approach geometry. RPMs can be seen easily at night due to their reflectivity but typically need replacement in one to three years depending on traffic wear. The use of longitudinal RPMs along the length of roadway shall only be used on roadways identified by the Town Engineer as they can cost a significant amount to install and maintain. RPMs may be used in conjunction with reflective signpost sleeves, delineators or reflective street signs to help identify the location of intersections at night by mounting them on top of curbs or in the center of the intersection. B.Alternative Treatments Not Funded by the Town of Oro Valley: The following treatments to improve night visibility of intersections may be considered by homeowner associations and must be approved by the Town of Oro Valley. These treatments will not be funded or maintained by the Town of Oro Valley. All costs will be borne by the private entity or homeowners association. Each of these treatments should be constructed outside of the public right-of-way. If it is required for the treatment to be in the public right-of-way a permit or license will be required. Walls, Gateways or Headstones These treatments are typically used to identify the entrance to a housing development or other land use. These treatments must be located at intersections outside of the public right-of-way and outside of the clear zone of the roadway. They may be lit at low levels; however, the light source must be mounted above the object and pointed towards the ground with shields to eliminate glare and minimize light pollution. Bollard Lighting Bollard lighting at the entrance to developments may be used to identify the entrance to housing developments or for lighting of pedestrian ways outside of the public right-of- way with concurrence of adjacent property owners. Bollard lighting must be located outside of the clear zone. The lighting level must be low, and designed to eliminate glare and spill over onto public streets. Side Street Lighting Lighting on a private side street or a private drive may be considered to light the approach and/or egress of the private driveway or side street. Such lighting must be located outside of the public right-of-way and shall be designed to eliminate glare and spill over onto the public street. TOWN OF ORO VALLEY Department of Public Works Action Plan for Street Intersection Visibility Enhancement Purpose: The purpose of this document is to provide an action plan for the implementation of alternatives to street lighting on town streets and intersections. Pilot project: Three pilot projects should be considered to demonstrate the effectiveness of the alternative street lighting policy and guidelines. The individual projects should be implemented in the sequence listed below. After a year the location should be evaluated to measure the effectiveness of the program. If required the Alternative Street Lighting Program will be modified to include the lessons learned from the pilot projects. Sequence: The purpose of sequencing is two fold: first,to effectively manage the cost of the program, and second, to see the effectiveness of Reflective Street Signs with Larger Copy &Reflective Signpost Sleeves as a base line response. Phase I: Install alternative Reflective Street Signs with Larger Copy &Reflective Signpost Sleeves and encourage the use of the alternative treatment as outlined in the "Guidelines". Phase II: If Phase I was not effective also install Post Mounted Delineators (PMDs)&/or Reflective Raised Pavement Markers(RPMs) and strongly encourage installation of some or all of the alternative treatments as outlined in the "Guidelines". Future Requests: In response to citizen requests about a specific intersection the Town would install (Phase I)Reflective Street Signs with Larger Copy &Reflective Signpost Sleeves and encourage the homeowners to consider the use of alternative treatments. In response to continued complaints about the intersection after Phase I was implemented,Post Mounted Delineators (PMDs)&/or Reflective Raised Pavement Markers(RPMs)would be installed. The homeowners would be strongly encouraged to install some or all of the alternative treatments. 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Before and after the installation of the signs, the Oro Valley Police Department monitored the speed limit and the results will be presented. B. The Town has received requests to raise the speed limit from 40mph to 45mph on La Canada Drive from the southern Town Limits north to Lambert Lane. This request will be discussed to determine if the Council is supportive of this change. Departme ad (11 4 � 4 Police Chief a//'/461fL11--d - Town Manager SMART SURVEY SUMMARY Lambert Lane East of CDO Riverfront Park clear POSTED SPEED LIMIT: <45> SURVEY STARTED: <01/04/19 00:00> FILENAME: 01041900.DAT MIN SPEED ALLOWED <11> MAX SPEED ALLOWED <100> TOTAL VEHICLES = 599 MINIMUM SPEED = 13 MAXIMUM SPEED = 50 AVERAGE SPEED = 36.68 50th PERCENTILE = 37 85th PERCENTILE = 42 TEN MILE PACE = 34 to 43 END OF REPORT SMART SURVEY SUMMARY AVG. SPEED = 36.7 clear POSTED SPEED LIMIT: <45> SURVEY STARTED: <01/04/21 00:00> FILENAME: 01042100.DAT MIN SPEED ALLOWED <11> MAX SPEED ALLOWED <100> TOTAL VEHICLES = 615 MINIMUM SPEED = 15 MAXIMUM SPEED = 46 AVERAGE SPEED = 36.75 50th PERCENTILE = 37 85th PERCENTILE = 41 TEN MILE PACE = 34 to 43 END OF REPORT SMART SURVEY SUMMARY AVG. SPEED = 36.7 clear POSTED SPEED LIMIT: <45> SURVEY STARTED: <01/04/23 00:00> FILENAME: 01042300.DAT MIN SPEED ALLOWED <11> MAX SPEED ALLOWED <100> TOTAL VEHICLES = 629 MINIMUM SPEED = 11 MAXIMUM SPEED = 49 AVERAGE SPEED = 37.14 50th PERCENTILE = 38 85th PERCENTILE = 42 TEN MILE PACE = 33 to 42 END OF REPORT SMART SURVEY SUMMARY AVG. SPEED = 36.9 clear POSTED SPEED LIMIT: <45> SURVEY STARTED: <01/04/24 00:00> FILENAME: 01042400.DAT MIN SPEED ALLOWED <11> MAX SPEED ALLOWED <100> TOTAL VEHICLES = 725 MINIMUM SPEED = 16 MAXIMUM SPEED = 48 AVERAGE SPEED = 36.91 50th PERCENTILE = 38 85th PERCENTILE = 42 TEN MILE PACE = 34 to 43 END OF REPORT SMART SURVEY SUMMARY AVG. SPEED = 36.9 clear POSTED SPEED LIMIT: <45> SURVEY STARTED: <01/04/25 00:00> FILENAME: 01042500.DAT MIN SPEED ALLOWED <11> MAX SPEED ALLOWED <100> TOTAL VEHICLES = 581 MINIMUM SPEED = 14 MAXIMUM SPEED = 51 AVERAGE SPEED = 36.85 50th PERCENTILE = 38 85th PERCENTILE = 42 TEN MILE PACE = 33 to 42 END OF REPORT TOWN OF ORO VALLEY COUNCIL COMMUNICATION STUDY SESSION: June 11, 2001 TO: HONORABLE MAYOR & COUNCIL FROM: Melissa Shaw, AICP, Project Manager SUBJECT: REVIEW SCOPE OF WORK FOR THE TOWN OF ORO VALLEY GENERAL PLAN UPDATE 2001 BACKGROUND: On June 5, 2001, the Planning and Zoning Commission initiated the update to Focus 2020, the Oro Valley General Plan. The purpose for the update comes from both the Planning and Zoning Commission Work Plan, and from State statutes entitled "Growing Smarter". The work plan schedules the General Plan to be updated every five years in order to take into consideration changing conditions. Focus 2020 was adopted in July, 1996. Since 1996, the demographics and geography in Oro Valley have changed significantly, with an increase in population from 19,657 to 29,700, and an increase in area from 26 square miles to 31.2 square miles. Additionally, Census 2000 has been taken, several General Plan amendments have been processed, new General Plan Transit and Parks and Open Space elements have been prepared and other plans and studies have been updated and adopted. The new data and information needs to be analyzed, citizen input regarding issue identification, goals, policies and alternatives obtained, and the plan revised. "Growing Smarter" and "Growing Smarter Plus" statues also require the Town to amend the General Plan by adopting new plan elements no later than December 31, 2002. A new component is that the updated plan must be submitted to the voters for ratification. Another key component of the statutes is "more effective public participation in planning", for which the "governing body is required to adopt written procedures to provide effective, early and continuous public participation..." (see Attachment 1, Summary of Growing Smarter requirements). In response to Growing Smarter requirements and in anticipation of the update process, Town Council adopted the Town of Oro Valley Public Participation Action Plan (PPAP) in June, 2000 (see Attachment 2). The PPAP outlines steps that Town staff, citizens and General Plan consultant will take to maximize public involvement in the update. SUMMARY: Several events have occurred or are underway in preparation of this process. They are: • Adoption of the Public Participation Action Plan on June 21, 2000. Approved with the PPAP was the "Intermediate Alternative" which included a budget to support the project and consultant assistance. • A Request for Qualifications (RFQ) seeking a qualified professional planning firm or team was released on April 16, 2001. The purpose in hiring a consultant is to assist staff in preparing the updates and adoption of new elements to the Focus 2020 General Plan. Five firms responded to the RFQ. • A consultant selection committee, approved by Council on May 2, 2001, conducted interviews with three firms (BRW, Cornoyer-Hedrick and Entranco) on May 30, 2001. The committee recommends Entranco as the selected firm. TOWN OF ORO VALLEY COUNCIL COMMUNICATION Page 2 of 2 • A Staff Kick-Off meeting was held on May 24th1, to inform Town staff of the update schedule, process and requirements. An additional meeting with Planning and department staff was held on June 4, 2001 to further discuss the project and the scope of work. • The Planning and Zoning Commission initiated the process and reviewed the draft Scope of Work on June 5, 2001. • A Town Council study session is scheduled for June 11, 2001 to discuss the proposed Scope of Work. Staff will request guidance from Council on several specific issues during the study session. SCOPE OF WORK: The Scope of Work (SOW) for the General Plan Update establishes the framework for the Plan update by outlining all of the tasks needed to accomplish the goals of the project. It is also the basis for the Consultant contract, specifying responsibility to the Consultant, staff and others for completion of each task. The SOW should be as comprehensive and as detailed as possible so that the scope and goals of the project are clear. At the time of report writing, the Scope of Work and contract are in draft stages (see Attachment 3, Draft Scope of Work). These will be finalized pending Council direction as to the content. ATTACHMENTS: 1 Growing Smarter/Plus: Summary for Municipalities 2. Town of Oro Valley Public Participation Action Plan 3. Draft Scope of Work to Planning and Zoning Commission, J e 5, 2001 Planning Zoning mini strator Community Development Director a/kJ Town Manage r\PROJECTS\GP2001\StaffReports\Contract&SOW to TC.doc ATTACHMENT 1 GROWING SMARTER/PLUS: SUMMARY for Municipalities Web site is http://www.azleg.state.az.us PURPOSE OF THE ACT: Strengthen the ability of Arizona's communities to plan for growth, acquire and preserve open space, and develop strategies to comprehensively address growth related pressures. CONTACTS: Deb Sydenham, AICP Debra Stark, AICP Community Planning Manager Vice President, Legislative Affairs Arizona Department of Commerce Arizona Planning Association 602/280-8114 623/773-7277 debs@azcommerce.com debras@peoriaaz.com Cathy Connolly Gordon Taylor Executive Director Planning Manager League of Arizona Cities and Towns State Land Department 602/258-5786 602/542-2647 cconnoll@mg.state.az.us gtaylor@Ind.state.az.us KEY COMPONENTS: • Growing Smarter Legislation became effective August 21, 1998 • Growing Smarter Plus Legislation will become effective May 18, 2000 • Reforms to local planning and zoning laws for municipal, county, and State land • Mandatory rezoning conformance with general plans • More effective public participation in planning • State Trust land planning • November 1998 approval of a proposition that authorizes funds to purchase State Trust lands to conserve open space • Full compliance required by December 31, 2001 for communities with populations over 75,000 • Full compliance required by December 31, 2002 for communities with populations between 2,500 and 75,000 REQUIRED NEW GENERAL PLAN ELEMENTS: 1 . In addition to the Land Use and Circulation Elements already required,every General Plan for communities with a population of 2,500 but less than 10,000 persons and whose growth rate exceeded an average of two per cent per year for the ten year period before the most recent U.S.decennial census and for cities and towns having a population of 10,000 or more persons,must include land others may include): • Open Space Element that includes: a) inventory of open space areas,recreational resources&access points to these areas hi analysis of future needs,policies for managing&protecting open space areas and resources AND implementation strategies to acquire additional open space and establish new recreational resources c) policies and implementation strategies to promote a regional system of integrated open space& recreational resources-these strategies must consider existing regional open space plans Arizona Department of Commerce `,'C Community Planning Program 3800 North Central Avenue,Suite 1400, Phoenix,AZ 85012 Phone:602/280-1350 Fax: 602/280-1305 Last Updated: March 6,2001 Growth Area Element that identifies areas suitable,if any,for planned multimodal transportation, infrastructure expansion,and improvements designed to support a variety of land uses,including tourism.It shall also include policies and implementation strategies to: al make automobile,transit and other modes of circulation more efficient,make infrastructure expansion more economical and provide for a rational pattern of land development bl conserve significant natural resources and open space in the growth area and coordinate their location to similar areas outside the growth area cl coordinate development activity with public and private infrastructure construction Note' The planning agency may,or if so directed by the legislative body shall,prepare specific plans. These specific plans may,in addition to recommended zoning ordinances and subdivision regulations, include a plan and regulations determining the location of infrastructure service area boundaries, consistent with the growth areas element of the general plan,beyond which the municipality may limit or prescribe conditions on publicly financed extensions of water,sewer and street improvements that are necessary to service needs generated by new development.The plan and regulations shall consider all elements of the general plan,including the circulation and public facilities elements.For purposes of this paragraph,"publicly financed"does not include special taxing district financing other than municipal or county improvement district revenues or bonds.the regulations shall also provide for: (a)assigning or delegating administrative functions,powers and duties to municipal officers. (b)establishing the procedure for the initial infrastructure service area boundaries and the methodology and procedures for adjusting the boundaries. • Environmental Planning Element that contains analysis,policies and strategies to address any anticipated effects of the plan's elements and new development called for by the plan on air and water quality and natural resources.These policies and strategies will have community-wide applicability and will not require environmental impact statements beyond those already required. • Cost of Development Element that identifies policies and strategies that require development to pay its fair share toward the cost of additional public service needs created by new development Must also: al identify legal mechanisms to finance necessary public services such as bonding,special taxing districts,development fees,in lieu fees,facility construction,dedication,privatization&others bl identify policies to ensure adopted mechanisms result in a beneficial use to the development and bear a reasonable relationship to the burden imposed on the municipality to provide the additional public services • Water Resources Element that addresses: a) the currently available surface water,groundwater and effluent supplies. Ill an analysis of how the future growth projected in the General Plan will be adequately served by the legally and physically available water supply or a plan to obtain additional necessary water supplies. 2. NEW REQUIREMENTS FOR EXISTING PLAN ELEMENTS: Land Use Element of General Plans in all communities must identify specific programs and policies that the municipality may use to promote infill or compact form development and must identify areas where those patterns should be encouraged.Must also include policies to maintain a broad variety of land uses,including all existing uses. For communities with populations of 50,000 or more,the following changes are mandated: • Public Services and Facilities Element must also show plans for police,fire,and emergency services. Arizona Department of Commerce X Community Planning Program 3800 North Central Avenue,Suite 1400,Phoenix,AZ 85012 Phone:602/280-1350 Fax:602/280-1305 Last Updated:March 6,2001 • Housing Element must also include standards and programs for housing quality,variety,and affordability.It shall also include an identification and analysis of existing and forecasted housing needs. Conservation,Rehabilitation,and Redevelopment Element must also include plans and programs for neighborhood preservation and revitalization. GENERAL PLAN AND AMENDMENT ADOPTION AND READOPTION 3. & PUBLIC PARTICIPATION: The new legislation promotes greater citizen and regional participation by replacing the phrase"maximum feasible participation"with more community-based specific guidelines and by expanding the list of groups with whom municipalities must consult about the General Plan.It also includes new verbiage on general plan development,adoption,and readoption procedures. • The governing body is required to adopt written procedures to provide effective,early and continuous public participation from all geographic,ethnic,and economic areas of the municipality in the development and major amendment of General Plans.Procedures must include:a)broad dissemination of proposals and alternatives;hi opportunity for written comments;cl public hearings after effective notice;di open discussions,communications programs and information services;and el consideration of public comment. • In addition to those previously listed in the statutes,governing bodies must consult and provide an opportunity for official public comment by public officials and agencies,the county,school districts, associations of governments,public land management agencies,public utility companies,and other appropriate government jurisdictions.Also,in addition to those previously listed,the municipality must also submit a review copy to any person or entity who requests in writing to receive a copy. • Cities and towns are required to coordinate production of their General Plans with creation of State Land conceptual land use plans and cooperate with the Land Department to integrate the two. [Growing Smarter has complementary requirements of State Land Department]. • In applying an open space element or a growth element of a General Plan a municipality shall not designate private land or state trust land as open space,recreation,conservation or agriculture it receives written consent of the landowner or provides an alternative,economically viable designation in the General Plan or zoning ordinance,allowing at least one residential dwelling unit per acre. • Adoption or readoption of any General Plan or"major amendment"must be approved with an affirmative vote of at least 2/3 of the members of the legislative body. All major amendments proposed for adoption shall be presented at a single public hearing during the calendar year the proposal is made. • A"major amendment"means a substantial alteration of the municipality's land use mixture or balance as established in the municipality's existing General Plan Land Use Element. The municipality's General Plan shall define the criteria to determine if a proposed amendment to the General Plan effects a substantial alteration of the municipality's land use mixture or balance as established in the municipality's existing General Plan Land Use Element. • The legislative body of a city or town having a population of more than 2,500 persons but less than 10,000 persons and whose growth rate exceeded an average of 2%per year for the 10 year period Arizona Department of Commerce Community Planning Program 3800 North Central Avenue,Suite 1400,Phoenix,AZ 85012 Phone:602/280-1350 Fax:602/280-1305 Last Updated:March 6,2001 before the most recent U.S.Decennial Census,and any city or town have a population of 10,000 or more persons,shall submit each new General Plan adopted to the voters for ratification at an election held pursuant Section 16-204, If the majority of qualified voters approve the General Plan it shall become effective as provided by law. If the majority of qualified voters fail to approve the General Plan,the current plan remains in effect. • The General Plan with any amendments is effective for up to ten years from date the plan was initially adopted or ratified or readopted and ratified or until a new plan is adopted and ratified.On or before each Plan's tenth anniversary,the municipality must readopt the plan for up to ten years or adopt a new plan. • Except for general plans that are required to be submitted to the voters for ratification pursuant to subsection I of this section,adoption or readoption shall not be done as an emergency measure and is subject to referenda. 4. ZONING AND THE GENERAL PLAN: All rezoning ordinances and regulations adopted shall not only be consistent with,but must now conform to the adopted General Plan.The rezoning ordinance shall further the implementation of,and not be contrary to,the goals,policies,and applicable elements of the Plan.A rezoning ordinance conforms with the land use element if it proposes land uses,densities or intensities within the range for the subject property as stated in the General Plan. The legislative body of the municipality shall adopt by ordinance,for each rezoning application that requires a public hearing,a citizen review process that includes components that identify the procedure through which: 1.adjacent landowners and other potentially affected citizens will be notified of the application. 2.the municipality will inform adjacent landowners and other potentially affected citizens of the substance of the proposed rezoning. 3.adjacent landowners and other potentially affected citizens will be provided an opportunity to express any issues or concerns that they may have with the proposed rezoning before the public hearing. GROWING SMARTER& STATE TRUST LANDS • Under the new legislation,the State Land Department must prepare conceptual land use plans at least every 10 years for urban and other appropriate state lands.Open space to be conserved will be delineated. • Conceptual Plans and annual 5-year disposition plans will be submitted to a newly created Urban Land , Planning Oversight Committee for review and recommendations. • Requires the Oversight Committee to recommend strategies to create the conceptual land use plans and provide advice on studies. • Authorizes the sale of development rights on state trust lands at public auction. • Permits landowners to receive grants of public conservation monies to implement conservation based management alternatives to preserve open space.IThis also applies to federal and private lands. Limited to 10%of available funds.' Arizona Department of Commerce X Community Planning Program 3800 North Central Avenue,Suite 1400,Phoenix,AZ 85012 Phone:602/280-1350 Fax:602/280-1305 Last Updated: March 6,2001 • Proposition 303 was approved in November 1998.It provides matching grant funds from existing state revenues to conserve open spaces on state trust land.$20 million will be appropriated each of ll fiscal years beginning with 2000 through 2010.The 50-50 matching grants are managed by the State Parks Department to purchase or lease State Trust lands or development rights through the Arizona Preserve Initiative(API)Program on API or non-API lands. Arizona Department of Commerce®Community Assistance Division X Community Planning Program 3800 North Central Avenue,Suite 1400,Phoenix,AZ 85012 Phone:602/280-1350 Fax:602/280-1305 (City/town) ATTACHMENT 2 Town of Oro Valley General Plan Update 2001 Public Participation Action Plan Prepared by Oro Valley Town Council and P&Z Commission Public Participation Advisory Committee With Consulting Assistance Provided by: Partners For IJ trategic ction, Inc. 13771 Fountain Hills Boulevard Suite 360 Fountain Hills, Arizona 85268 (480)816-1811/FAX(480) 816-1813/psapsa@worldnet.att.net General Plan Update 2001 Public Participation Action Plan Table Of Contents Introduction 2 Purpose 2 Process 2 Public Participation Assumptions 3 Growing Smarter Act 3 General Plan Update 4 Public Participation Program 5 Involvement Opportunities 6 Community-Wide Participating Events/Meetings 6 Public Input Techniques 7 Communication Approaches 8 Planning Process 9 Public Participation Program Estimated Costs 11 Recommended Staff Resources 13 Communications Plan 15 Project Identity 15 Identification Stakeholders 15 Minority Outreach 16 Agency Coordination 16 Coordination With Other Planning Processes 16 Public Notification 17 Public Meeting Guidelines 17 Public Comment Follow-up 18 Official Presentations and Public Hearings 18 Evaluation System 19 Oro Valley General Plan Update Public Participation Action Plan "Tell me, I forget. Show me, I remember. Involve me, I understand" I. Introduction The above quote captures the purpose of a public involvement process. It is only when people of all walks of life come together to discuss,debate, and listen to one another do cities gain a larger understanding of where they should head and how they should get there. Collaborative planning processes that engage participants,maintain momentum,and produce significant results are held together, in part, by some basic rules that can be termed as"planning etiquette." Involving people in the planning process means acknowledging that everyone has something of value to contribute,rather than setting up citizens, developers,environmentalists, or local government as the enemy. This fundamental principle can change the dynamics from"us against them"to "we're all in this together." People must sense that their involvement is genuinely desired and that the time they spend is worthwhile. This is particularly important for drawing in very diverse groups or those skeptical or timid about participating. II. Purpose The Town of Oro Valley solicited proposals from consulting firms to develop a public participation plan that will be used to guide the General Plan Update that will begin in the spring 2001 under a separate consulting contract. Partners for Strategic Action,Inc. were hired by the Town to work with staff and an advisory committee to develop an Action Plan for Public Participation. The purpose of the Public Participation Action Plan outlines the steps the Town staff, citizens, and General Plan consultant will take to maximize public involvement in the development of the General Plan Update. The Public Participation Action Plan establishes strategies that will satisfy the requirements of the new Growing Smarter Act, provides additional components to address needs unique to Oro Valley, and presents a high quality program that will identify, educate, and inform, as well as meet the high expectations of an exceptionally active and involved citizenry. III. Process A Public Participation Advisory Committee(PPAC)was formed to work with staff and the consultant in the development of a recommendation to the Town Council on a public participation program. A survey was developed and distributed to all Town committees and the PPAC to determine the effectiveness of past planning public participation processes. The PPAC met several times with the consultants to review three alternatives and recommend a preferred action plan for public participation. The Planning and Zoning Commission met once with the Town Council in a work session to discuss the options. The Planning and Zoning Commission conducted a public hearing and made a recommendation to the Town Council for approval of the intermediate approach with the latitude of endorsing expenditures for the comprehensive approach, if deemed necessary. After reviewing the work completed and conducting several public hearings,the Town Council approved the intermediate approach outlined in the General Plan Public Participation and Communications Plan. Oro Valley General Plan Update 2 Public Participation Action Plan IV. Public Participation Assumptions In developing the three alternative public participation action plans for Oro Valley,the following assumptions about the desired process were used as a guide: ✓ Process is collaborative(i.e. everyone works together to develop an acceptable solution). • Participation is inclusive. ✓ Participants are responsible for ensuring success(i.e. participants have ample opportunity to participate, provide information, and debate). ✓ A common sense of purpose and a definition of the problem are developed. ✓ Participants educate each other. ✓ Multiple opinions are identified and tested. ✓ Decisions are made by consensus(i.e. general agreement or harmony). ✓ Participants share in the implementation of solutions. ✓ People are kept informed. Additional guidelines for a successful public involvement process include the following: ✓ When people are invited to participate,their roles, anticipated time commitment, and proposed outcomes are clearly outlined by the conveners. ✓ There is"get acquainted"time to help people become familiar with one another,the issues, and the process. Hospitality is a key ingredient in making people feel comfortable. ✓ Information is shared in open and direct ways. ✓ Training and technical support is provided. ✓ Attention is paid to the best ways to reach and listen to all groups. ✓ The process is accountable. Outcomes are in line with expectations. Schedules, promises, and commitments are kept. ✓ Meetings, workshops, and other events are organized to produce results. Next steps are clearly outlined. People know what has been accomplished and what is left to do. ✓ The leaders and participants take time to try to understand different points of view and to resolve problems that arise along the way. ✓ Milestones in the process are appropriately acknowledged or celebrated. Individual and group efforts and accomplishments are recognized. Participants in a collaborative process must work toward agreements that all can support. The level of enthusiasm for a solution may not be the same among participants,but hopefully the participants are able to strongly support or at least accept the outcome. V Growing Smarter Act In Arizona,the recently adopted Growing Smarter legislation ushers in a new era for public involvement for Arizona cities,towns, and counties. The legislation requires early and continuous public participation in the development of and major amendments of the general plan. Involvement from all geographic, ethnic and economic areas of the community is critical. Oro Valley General Plan Update 3 Public Participation Action Plan According to the Growing Smarter Act,the public involvement procedures must provide for: 1. The broad dissemination of proposals and alternatives. 2. The opportunity for written comments. 3. Public hearings after effective notices. 4. Open discussions, communications programs, and information services. 5. Consideration of the public comments. VI. General Plan Update The current General Plan,Focus 2020, was completed in 1996. The community has experienced growth and change since the plan's completion. The Plan has been successfully implemented and still offers good direction to the Town. However, since its adoption, new state legislation Growing Smarter and Growing Smarter Plus were adopted. The current General Plan already meets and exceeds several Growing Smarter requirements; however,there are many new items: 1. Open Space Element containing a comprehensive inventory of open space areas,recreational resources and access points, analysis of forecasted needs,management and protection policies, acquisition strategies and policies, and strategies to promote an integrated regional system. This element will be partially served by the Environmentally Sensitive Lands(ESL) Plan and the Park's Open Space and Trails(POST)Plan. 2. Growth Area Element identifying areas suitable for multimodal transportation and infrastructure development, including policies to make automobile,transit, and multimodal circulation more efficient; conserves significant natural resources in the growth area; and promotes the public and private construction of timely and financially sound infrastructure. 3. Environmental Planning Element containing analysis,policies, and strategies to address anticipated effects of the plan's elements and proposed development on air quality,water quality,and other natural resources. This element will be only partially served by the ongoing ESL effort. 4. Cost of Development Element identifying policies and strategies to require the development to pay its fair share toward the cost of additional public service needs generated by the development, including bonding, special taxation districts, development fees, facility construction, dedications, and service privatization. 5. The General Plan must be ratified by a vote at a general election. This requirement was made effective on May 18,2000. Oro Valley General Plan Update 4 Public Participation Action Plan The new law is significant. In fact,there are nine(9)additional new elements that are required for cities over 50,000 persons. Additionally,the General Plan Update must address the following special needs of Oro Valley. 1. Elements throughout the Plan need to be revised in order to reflect population changes since 1996. Year Population 1996 21,407 2000 28,190+ The increase of 6,788 new persons constitutes a 31.7% change. Furthermore,there may have been a shift in the demographic composition of our community. Due to the age of available census data,this is a difficult issue to accurately assess. 2. The Update will be utilized to review and integrate components of the Sonoran Desert Conservation Plan (SDCP). The SDCP will focus on regional land use needs relative to the Endangered Species Act compliance. 3. As specified in the current General Plan, Table 4.5.5-1, staff is to initiate the planning process to develop a City Center Plan based around the Town's Municipal Services. A Sector 3 and City Center Plan were approved as a component of the Planning&Zoning Commission's 1998/99 Work Plan. This is an item perhaps accomplished in conjunction with the Update. 4. There is a need to review specific General Plan designations of properties that have proven to be controversial. 5. The community also should resolve issues regarding current General Plan interpretations, especially the findings utilized to review General Plan change applications. VII. Public Participation Program To ensure the 2001 General Plan reflects the needs of Oro Valley,the maximum affordable level of input is needed. The majority of the aforementioned update issues have the potential to be controversial. In terms of public input,the Town's recent planning efforts have been extremely weak with regard to new citizen participation. The same valuable and familiar faces have dominated many of the recent planning efforts. After careful review and discussion of three alternative public participation alternatives (see Appendix for the draft alternatives),the Town Council approved an approach to ensure community-wide public involvement. The approach meets and exceeds the Arizona Growing Smarter Act guidelines and strives to include as many interested people as possible at every phase of the process using as many techniques as possible. The Town of Oro Valley believes strongly that the citizens have an expectation of being active participants in the discussion and recommendations related to future growth of the community. The following section provides a description of the public involvement techniques that will be utilized in the Oro Valley General Plan Update. This section is divided into two parts. The first part is"Involvement Opportunities" and the second is"Communications Approaches." Oro Valley General Plan Update 5 Public Participation Action Plan INVOLVEMENT OPPORTUNITIES Active Committees: Steering Committee: A Steering Committee will be organized by the Town that is representative of the community as a whole(staff, community leaders,various stakeholder groups, and the public). This group will be active, participating members of the Project Team. Day-to-day communication and input with these Team members at the inception and throughout the planning process as it evolves is critical. The Steering Committee will act as the "sounding board" for the Team and provide input and feedback throughout the process. Ten(10) Steering Committee meetings will be held. Technical Advisory Committee: An Advisory Committee comprised of agency representatives(e.g. Pima County, Department of Commerce, PAG)will meet at key milestones in the process. The TAC is important because it provides opportunities for coordination and commitment for implementation within the planning area. This group can also provide an objective"outside"perspective. At least five(5)Technical Advisory Committee meetings will be held. Sector Boards: Thirteen-member boards will be appointed by the Town Council representing geographic locations of the planning area. A total of 21 Sector Board meetings will be held during the process. Boards and Commissions: Oro Valley has a long history of involving citizens in the decision-making process of local government. These boards and commissions offer a tremendous amount of insight and knowledge about the community and the complex issues facing Oro Valley. It is the intent to engage the Town's boards and commissions and make them an integral part of the process. Community-Wide Participation Events/Meetings: Future Search Conference: The Future Search Conference is a great way to communicate, educate, empower, partner, and build consensus on issues that impact the future of the development of the Town. The conference is a community event that will generate a lot of excitement and enthusiasm for the project. The Future Search Conference is typically held early in the process as a way to actively involve people in in-depth dialogue about a variety of community issues. To get citizens involved,personal invitations are sent to key stakeholders, flyers developed and distributed, announcements made at service clubs and fraternal organizations, raffle and prizes will be given away, etc. The process will explore the community's past,present, and future. It discusses Oro Valley's position in relationship to the world,nation, state, and region. The process discusses ideal and probable futures, examines trends, and identifies core values that will create an acceptable urban form. The ultimate goal of the conference is to include all stakeholders who will be affected by how the community grows or who can affect the community for the purpose of searching for an achievable future. Two (2)Future Search Conferences will be held. Leadership Interviews: Telephone and in-person interviews with business, political, and community leaders to identify issues and/or to get feedback on alternatives will be done. Approximately 20 leadership interviews will be conducted. Oro Valley General Plan Update 6 Public Participation Action Plan Focus Groups: Focus Groups are organized to further discuss key concepts that were identified during the Future Search Conference. These Focus Groups assist in further defining the critical issues and possible solutions. The Focus Groups are typically used early in the process, mid-way to"float"possible alternatives, and near the end to"test"the preferred alternative. Five(5)Focus Groups will be conducted during the process. Youth Forum: A critical segment that is often left out of the planning process is the future leaders of the community-The Youth. It is important to actively involve the youth in the planning process. Youth leaders should be invited to attend all community meetings. In fact a youth representative should be included on the Steering Committee. To ensure good youth involvement, a Youth Forum will be organized that involves all ages of youth from elementary to college level. It is a learning experience for the youth as well as providing valuable information to the process. The Youth Forum will educate participants about community planning principals while encouraging their creativity as they discuss core community values and critical issues related to the development of the planning area. Open House: The Open House is the creation of a special occasion when neighbors are invited to drop in and view such things as plans, data, and maps. The open house could be held at a church, community center, local business, or whatever space is available. The open house is well advertised, limited to about four hours, and held at a time thought appropriate for the community, such as an evening, or weekend afternoon. Refreshments and printed information should be available, as well as knowledgeable participants who can talk informally with visitors about the planning process. There will be an opportunity for participants to provide input through a written survey. Community Walk Abouts: A nice way to get people together, doing something active, and also generate useful information, is to arrange a walking tour. This is nothing more than a small group of people walking through the community together,talking about it as they go. Landowner/Developer Forum: Owners of large tracts of land and members of the development community are invited to attend a special forum dedicated to hearing their specific concerns. Public Hearings: Per Arizona Revised Statutes and the Oro Valley Zoning Code Revised, public hearings are set before both the Planning and Zoning Commission and the Town Council. These meetings are well publicized and open to the public. Public Input Techniques: Random Sample Survey: A statistically valid survey will be conducted early in the process. If the survey instrument is constructed effectively,valuable information is gathered that can assist in framing the issues. Additionally,mid-way through the process the Town may want to consider a comprehensive, statistically valid survey to check the information being gathered through the various public dialogues. Informal Surveys: At all public events a survey instrument will be created and distributed to solicit focused input. The surveys provide another avenue for citizens to express their ideas and concerns. Oro Valley General Plan Update 7 Public Participation Action Plan Community Characteristics Preference Survey: The Community Character Preference Survey involves using a catalog of slides depicting various aspects of the community(e.g. landscape, architecture, street design, signage)and provides an opportunity to score each of the slides and provide brief comments. The technique provides valuable information on how people feel about various aspects of the physical environment(i.e., built and natural). The information is then used to develop policies, alternatives, and implementation strategies. Communication Approaches: Project Identity: A professionally developed logo, project name, letterhead, and tag line will be developed to be used on materials associated with the planning project. Planning Lecture Series: A lecture series of guest speakers that are thought-provoking and informative will be conducted. The series could be co-sponsored by various businesses or entities. The topics could coincide with the progress of the process. The series would be open to the public. Project Database: Building on the database established during previous planning processes, a project database will be established. It is the intent to provide regular communications with the individuals listed in the database. The database will evolve and expand throughout the process. Storyboarding: All communications for the planning process should be very visual and have a unified image. A key communication tool that should be utilized during the process is a visual planning process called storyboarding. Storyboarding is a mechanism that communicates and visually documents the dialogue. The storyboard process could be used to identify critical issues, develop values, discussion points, common ground, and areas of divergent opinions. The process makes public meetings much more productive and allows everyone in attendance to participate. The "game rules" of storyboarding focus upon deferring criticism of thoughts and ideas contributed by other players. Approaches such as "piggy backing", "plussing", and "tag-along" are encouraged when developing community goals. Storyboarding is very interactive and exciting. Project Web Page/E-Mail: Building upon the existing Town Web Page, a section dedicated to the general plan process will be developed. An interactive reply card would be included so citizens can receive additional information about the process or provide direct comments. The General Plan newsletter, maps,proposed policies, and any other pertinent information will be added to the Web Page on a regular basis. A special E-Mail address could be established for the project. Project Newsletter: A series of newsletters will be developed and distributed at key points in the process. The newsletters should be easy to read and informative. It is anticipated that three(3)General Plan newsletters will be produced and distributed. Technical Reports: Technical Reports after each of the critical phases in the planning process will be developed and distributed. These Technical Reports serve two purposes. First,they ensure that agreement is reached at critical points during the process and second, they document the process and the decisions being made. Three(3)technical reports are anticipated. Oro Valley General Plan Update 8 Public Participation Action Plan Press Communications: Working closely with all local and regional press(i.e. print, television and radio)ensure that the project is well covered by all media. Partnering with Community Events: At any and all community events, a booth will be set up with information about the planning process. An informational flyer and a survey will be distributed to individuals stopping at the booth. Speakers Bureau: Throughout the process, presentations will be made on the planning process and issues at all civic and service clubs(i.e. Chamber of Commerce, Rotary, Women's Club)within the community. Traveling Mobile Display: Information on the process will be compiled into an evolving, mobile display. The display will rotate around the community and will be located in high foot traffic areas. The display will include a survey and handout materials that interested individuals can complete and take with them. VIII. Planning Process The General Plan Update process is intended to be completed over a 24-month period culminating in a public vote to ratify the Town Council's adoption of the general plan. The typical plan development process includes four(4)basic phases: Issues/Vision/Goals, Alternatives, Draft Elements, and Final Plan. The specifics related to the process will change depending on the selected consultant's approach to the General Plan Update. The exhibit on the following page illustrates the typical General Plan process with each of the elements from the Public Participation Action Plan programmed into the four phases. Oro Valley General Plan Update 9 Public Participation Action Plan o uoiidopd A A ♦ A A A A Nr--a CU 0 CL uId!mu r1Q `E •� ao .. as = Q) O < to U x a, .5 •a 0 ,,, .... .. $-. .z .._. -laJ uo9u a' 4 v) H a. -- -3uau�aldwl ,, U o W •Y U ✓ °' o .. 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Public Participation Program Estimated Costs The following matrix outlines the recommended techniques, an estimated consultant cost of each of the techniques,targeted stakeholders,and support resources required. The estimated public participation program costs can rise or fall depending on how the events or activities are organized, how much volunteer effort can be solicited, and the capabilities of staff support. The attached costs do not include the technical work tasks required to update the General Plan. Technique Targeted Stakeholders Consultant Support Cost Resources Steering Committee Citizens, Staff, 8,000 Printing, 10 meetings Chamber, Mailing, Staff Council/Commission, School Support Technical Advisory Committee Regional Government, 4,000 Printing, 5 meetings Adjacent Jurisdictions, Mailing, Utilities, State/Federal Staff Support Agencies Sector Boards Geographically-Based 8,400 Printing, 7 meetings at 3 different times Citizens/Landowners, Mailing, Staff in the process=21 total Neighborhood Associations Support Boards and Commissions Elected and Appointed 4,000 Printing, 5 meetings that the consultant Officials Mailing, Staff will be in attendance Support Leadership Interviews Council/Commission, School 6,000 Staff Support 20 anticipated Leaders, Community Leaders Focus Groups Business, Landowners, 12,000 Printing, 5 Focus Groups at two different Developers, Seniors, Mailing, times in the process Environmentalists, Old Time Staff Support, Residents Refreshments Two Future Search Conferences Citizens, Schools, 15,000 Printing, - Includes a design charette as Landowners, Developers, Mailing, Staff part of the process Businesses, Chamber, Support,Food, Elected/Appointed Officials, Room Rental, Neighborhood Associations Multi-Media Support Open House (1) Citizens, Schools, 3,000 Printing, Landowners, Developers, Mailing, Staff Businesses, Chamber, Support, Elected/Appointed Officials, Refreshments, Neighborhood Associations Room Rental, Multi-Media Support Landowner/Developer Forum Landowners, Developers, 1,800 Printing, Organizations representing Mailing, Staff these interests(e.g. Support Homebuilders Association) Public Hearings General Citizenry, 4,000 Printing, 4 meetings that the consultant Elected/Appointed Officials, Mailing, Public will be in attendance Special Interests (i.e. Announcement, developers/landowners) Staff Support Oro Valley General Plan Update 11 Public Participation Action Plan Technique Targeted Stakeholders Consultant Support Cost Resources Random Sample Survey General Citizenry 9,000 Printing Informal Surveys Depends on Event Staff Printing Project Database Evolves During Process Staff Computer& Staff Support Storyboarding All Meetings Minimal Minimal Project Web Page/E-Mail Computer Savvy Individuals 2,000 set up Computer Staff operation Technical Support, Staff Support Project Newsletter Depends on Distribution 5,400 Printing, 3 Anticipated Graphics, Mailing Technical Reports Limited Distribution to Project 4,800 Printing, 3 Anticipated Committees Mailing, Graphics Press Communications Newspaper, Radio, and TV Staff Media Audiences Coordination, PSA Writing Youth Forum Youth of All Ages 3,200 Printing, Mailing, Staff Support, School District Support, Refreshments Community Walk Abouts General Citizenry, Schools, Minimal Staff with Landowners, Developers, Consultant Businesses, Chamber, Support, Elected/Appointed Officials, Transportation Neighborhood Associations Community Characteristics Depends on what event the Minimal Staff with Preference Survey survey is conducted. Probably Consultant a part of the Future Search Advising, Digital Conference. Photography, Computer Analysis, Staff Support Planning Lecture Series Any Interested Individual Minimal UofA Support, Staff Coordination, Publicity Partnering with Community Depends on the Events Staff Graphics, Staff Events Support, Printing Speakers Bureau(Develop Depends on the Speaking 2,000 Audio-Visual Presentations) Engagements Support, Staff Support Traveling Mobile Display General Citizenry(Depends on Minimal Staff with the Locations) Consultant support/graphics/ printing Oro Valley General Plan Update 12 Public Participation Action Plan Xo Recommended Staff Resources The following matrix outlines the recommended techniques, an estimated cost of each of the techniques, and support resources required. It is important to note that these costs are "educated estimates" of the public participation program. The Public Participation Program requires the following staff resources: ✓ A designated full-time Project Manager assigned to coordinate the project. ✓ One staff planner to support the project. ✓ One staff person with experience in public relations/communications. I Support from the Town's public information office, graphics support, and web page designer. ✓ Adequate printing budget to support distribution of materials throughout the process to the public. ✓ Miscellaneous budget to provide refreshments to volunteers and citizens participating in the various public events throughout the process. The following page illustrates a table outlining the estimated staff operating and maintenance costs to support the General Plan Update process. 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Identification of Stakeholders: At the project initiation phase, all project stakeholders and interested individuals or agencies will be identified. The Public Participation Action Plan assumes that everyone would want to be involved in the planning process. Therefore, it is the goal of the Communications Plan to be inclusive rather than exclusive. This will be particularly important due to the interjurisdictional issues related to the planning effort. As other concerned public agencies are identified during the planning process,they will be added to the database and contacted. The consultant will be responsible for maintaining a stakeholders computer database. The following stakeholders will be contacted and kept informed: FEDERAL: Bureau of Land Management Bureau of Reclamation U.S. Fish& Wildlife Service U.S. Forest Service STATE: Arizona Department of Transportation(ADOT) Arizona State Land Department(ASLD) Arizona Department of Commerce Arizona Game and Fish Arizona State Parks Department REGIONAL: Pima County Sonoran Desert Conservation Plan Team Planning and Development Department of Transportation(PCDOT) Parks Department Flood Control District of Pima County Pima Association of Governments(PAG) Santa Catalina Ranger Station Catalina State Park Coronado National Forest Oro Valley General Plan Update 15 Public Participation Action Plan LOCAL: Town of Oro Valley Town Manager's office Planning and Development Economic Development Engineering Public Works Wastewater Water Utility Town Attorney's Office Parks and Recreation Services Finance Police Public Relations Transit Services Golder Ranch Fire District Oro Valley Arts Advisory Board NW Chamber of Commerce Amphi School District Marana Schools Town of Marana City of Tucson Homeowners Associations Catalina Coordinating Council Southern Arizona Homebuilders Association Neighborhood Coalition PRIVATE: Tucson Electric Power Company US West Minority Outreach: Every effort will be made to involve minority citizens in the planning process. The Town will solicit applications from citizens who represent minority groups to ensure that General Plan committees and boards reflect the demographic composition of the Town. If requested, bi-lingual information on the General Plan Update process will be provided and interpreters will be present at public meetings. Agency Coordination: Agency coordination and communication is critical to the successful completion of the General Plan Update. Early in the study, a general introduction will be prepared and submitted to the above listed agencies to alert them of the project. Personal follow-up telephone calls or meetings will also be made. Oro Valley General Plan Update 16 Public Participation Action Plan Coordination With Other Planning Processes: The Oro Valley General Plan Update process will coordinate closely with other local or regional planning studies. Public Notification The following techniques will be employed, either individually or cumulatively,to notify the public of the planning study and upcoming meetings, as well as to solicit input into the process. Identification of mass media used to carry public notices,news releases,public service announcements, news items, and interviews include: NEWSPAPERS: Town of Oro Valley Newsletter Homeowner' Association Newsletters NW Explorer Casas Adobe Courier Arizona Daily Explorer Tucson Citizen RADIO: KUAT Public notification techniques which will be used at various times during the project include: ✓ Invitational and/or information letters ✓ News released to the media ✓ Newspaper inserts I Town of Oro Valley paid advertisements(at least three editions devoted to the plan) ✓ Public display notices I Public service announcements I Web Page announcements I Direct mail to the following in order to obtain input or provide project information: • Local elected and appointed officials • Individuals who request to be placed on mailing list • Public and private groups, neighborhood associations, organizations, agencies, or businesses that request to be added to the mailing list Press releases will be submitted to newspapers listed above encouraging news articles to be written about the project and announcing public meetings. Press releases will be sent a minimum of three weeks prior to public meetings. Oro Valley General Plan Update 17 Public Participation Action Plan Public Meeting Guidelines: A number of public events throughout the planning process will be organized as outlined previously in the Public Participation Action Plan. The following guidelines will be followed in order to ensure successful public events. Meeting Sites: 100-person capacity facility within the project area will be utilized for community-wide meetings. Public Advertisement: News releases will be submitted to selected media listed in this report. Letter of Invitation: Letters will be written and transmitted to local officials and individuals in the database who have shown an interest or attended previous meetings. Meeting Preparation: A strategy session with the Steering Committee will be held to each consensus on the meeting format, agenda, exhibits, and handout materials two to three weeks before the public event. Subsequently, agendas, display graphics, and handout materials will be prepared. Meeting Record: A Summary Report will be prepared by the Consultant and meeting results discussed with the Steering Committee. Public Comment Follow-Up: A comprehensive database of citizen and stakeholder comments will be kept. As necessary,responses to questions and comments not addressed at public meetings will be made in writing. Public notices will be provided by mail to interested parties identifying where the final General Plan documents will be available for public review. Every effort will be made to keep the public informed during and at the conclusion of the project to ensure that all interested parties are apprised of the project's status. Oro Valley General Plan Update 18 Public Participation Action Plan Official Presentations and Public Hearings: Throughout the process, regular update presentations will be made at Planning and Zoning Commission and Town Council meetings. According to Arizona Revised Statutes, at least two public hearings will be scheduled before adoption of the Oro Valley General Plan Update. Four public hearings are currently planned for the Oro Valley process. Prior to the adoption of the plan, at least 60 days prior to the action, a review draft of the plan will be submitted for information purposes to the following: 1. The planning agency of the county in which the municipality is located. 2. Each county or municipality which is contiguous to the corporate limits of the municipality or its area of extraterritorial jurisdiction. 3. The regional planning agency within which the municipality is located. 4. The department of commerce or any other state agency subsequently designated as the. general planning agency for the state. 5. Any person or entity that requests in writing to receive a review copy of the proposal. XII. Evaluation System To ensure that the process is inclusive and achieving the Public Involvement Action Plan goals,the following evaluation system will be followed: 1. An evaluation of the public involvement process will be completed every month. This include analysis of public information distributed, articles placed,meetings held,and resident participation through surveys, Web interaction, and meetings. These reports will be made available to the public upon request. 2. A public involvement status report will be made monthly at Steering Committee meetings. The presentation will solicit comments from and provide direction regarding the implementation of the Plan. 3. A monthly update on the implementation effort of the Public Involvement Action Plan will be made to the Planning and Zoning Commission and Town Council. 4. A report will be completed and presented to the Town Council analyzing the results of the public involvement process at the end of the General Plan Update process. Oro Valley General Plan Update 19 Public Participation Action Plan ATTACHMENT 3 DRAFT PRELIMINARY SCOPE OF WORK OVERVIEW The Town of Oro Valley is soliciting planning services to prepare an update to the Oro Valley General Plan. The current General Plan Focus 2020, was adopted in July, 1996, and was the third general plan adopted by the Town of Oro Valley. Since 1996, General Plan amendments have been processed, a new General Plan Transit Element has been prepared, and other plans and studies have been updated and adopted. The purpose of the 2001 update is to one, review all new plans and studies prepared since 1996 and incorporate these into the updated plan and two, to evaluate, meet and exceed the requirements of the Arizona Growing Smarter Act and Growing Smarter Plus Act of 1998. The update process will also implement the Town of Oro Valley Public Participation Plan, adopted in June, 2000, which will guide the steps that the Town staff, citizens and General Plan consultant will take to maximize public involvement in the update. BACKGROUND Oro Valley is a 32 sq/mile suburban community situated six miles north of the Tucson city limits. Established in 1974, the Town has experienced a 345 percent population growth rate between 1990 and 2000, to the current population of 29,700. Although the built landscape is primarily residential, the Town is attracting significant commercial development along a major thoroughfare along its eastern edge, and new luxury resorts are planned for the northwestern portion. The study will examine all portions of the General Plane The goals of the project are: 1. To provide the Town of Oro Valley with an updated General Plan which reflects the Town's policies regarding growth and development, Elements throughout the current Plan need to be revised in order to reflect population changes since 1996. 2. To incorporate recent changes in state planning law into the General Plan. 3. To prepare those required elements that are not currently adopted as part of the Town's General Plan. The preparation of elements shall include the new Plan elements required as part of the Growing Smarter legislation, under A.R.S, 9-461, Development of a definition for "major" and "minor" amendment shall be included in the process, 4, To implement the Town of Oro Valley Public Participation Program. The public participation plan must evaluate the effectiveness of the sector approach and improve on or change methods in order to maximize public input into the planning process. Additional issues to incorporate into the update include: 1. Review and integrate components of the Sonoran Desert Conservation Plan (SDCP). The SDCP will focus on regional land use needs relative to the Endangered Species Act compliance. 2. Review specific General Plan designations of properties that have proven to be controversial. 3, Resolve issues regarding current General Plan interpretations, especially the findings utilized to review General Plan change applications. 4. Initiate the planning process to develop a City Center Plan based around the Town's Municipal Services, as specified in the current General Plan, Table 4.5.5-1. A Sector 3 and City Center Plan were approved as a component of the Planning &Zoning Commission's 1998/99 Work Plan. Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 1 06/06/2001 5, Explore the community's interest in conducting the update within a framework utilizing sustainable development standards adopted by the American Planning Association. These standards follow The Natural Step's Four System Conditions. This will be assessed during the visioning process for the Plan Update 6. Determine the project planning boundaries, and possibly develop a Town Annexation Plan. 7. Determine how large Oro Valley will grow and develop population projections, 8. Develop Community Indicators. 9. Develop a Master Plan for the State Trust Land north of the Town boundary. 10. Other issues identified before and during the update process, The selected consultant will work closely with Town Staff in project task allocation and will utilize Town resources, where appropriate and economical. Staff members available for this project include Bryant Nodine, AICP, Planning and Zoning Administrator; Laura Pinnas, GIS Analyst; Bob Kovitz, Public Relations Specialist; and Project Manager, Melissa Shaw, AICP. Other support positions will include a part-time Planner I, part-time GIS Technician, and part-time clerk. Personnel will be hired for these positions. Other planners from the Oro Valley Planning and Zoning Department may be available to assist with the project, dependent on workload. The Planning and Zoning Commission and Town Council will review the final plan. Through the tasks listed below, the study will update existing baseline demographic, land use and existing conditions data, review and make changes to the Goals, Objectives and Policies as they relate to future growth and growth related issues; review the existing framework and format for the General Plan which will facilitate the incorporation of future plan updates, amendments, elements and additions, and recommend additional plan updates as appropriate. The process will also update existing and prepare those new elements required for the General Plan by the Growing Smarter legislation. The General Plan update process will actively solicit and incorporate citizen comment by implementing Oro Valley's Public Participation Plan. PHASES, TASKS AND RESPONSIBILITIES: PHASE I: Task 1.0 Project Management, Initiation and Coordination Task 1.1 Project Management The Project Manager and Consultant shall review the proposed work program and schedule and make revisions, modifications, additions or deletions as necessary so that mutually agreeable meeting dates and project management coordination procedures are established. Specific duties and tasks to be performed by the consultant to accomplish the goals of the project shall be determined. The work program shall include time lines and tentative dates and schedules for the completion of project tasks and public meetings as well as detailedinformation on the specific products and product amounts to be produced. The methodology to accomplish each task shall be described in writing and the format for materials and reports shall be determined. The Consultant shall prepare a Master Project Schedule and a monthly task-based billing schedule, encompassing the entire project, for review and approval by the Town. The Consultant shall confirm all targets, meetings, reviews, and deliverables on the master schedule. The Consultant shall base the initial schedule upon information developed by the Consultant and provided by the Town. The Consultant shall then be responsible to maintain and update the schedule on a monthly basis during the course of the Project and shall submit each schedule revision to the Town for review and approval. Invoices shall be submitted with the monthly schedule update or revision. The billing shall reflect the status and percent complete of each task. Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 2 06/06/2001 The Consultant will report to a project manager and Steering Committee, and work directly with a project Technical Advisory Committee. Products: Status Report #1.1; Final Detailed Work Program and Schedule; Signing of a Final Consulting Contract. Task 1.2 Project Initiation The Consultant and Project Manager shall organize and lead a "kick-off' meeting with all Town Council, Planning Commission, Board and staff members required to participate in the project. This meeting is intended to inform and educate participants as to the project goals and schedule, assign responsibility, and verify needs. Input during this meeting regarding the project planning area as outlined in Task 1.3 shall be obtained. Products: Initiation Meeting; Status Report #1.2 and revised Master Schedule documenting Department responsibilities and assignments. Task 1.3 Determine Project Planning Area The Consultant and Project Manager shall establish the tentative project planning area, based on input obtained from the Project Initiation meeting. The Planning Boundary's will be revised as necessary during the early stages of Public Participation Plan implementation. Products: Status Report#1.3; preliminary planning boundary map. Task 1.4 Organization and Format of Deliverables All material collected by the Consultant and staff shall be documented in a summary statement and/or graphic form. A loose-leaf Project Binder will be designed and maintained by the Town to document the work and shall contain all material and products produced for the plan. The Consultant shall work with Town staff to establish the text and graphic format to be used in the preparation of all status and technical reports and the general plan document. The text format includes the typeface and font sizes to be used in all reports prepared for the Town of Oro Valley during this project. The graphic format and preliminary table of contents of the Town of Oro Valley General Plan will also be established. All formats will be approved by the Town Project Manager prior for use in reports. One master copy and one digital copy of all documents produced by the Consultant shall be provided to the Town. The GIS Analyst, Project Manager and Consultant will determine the digital format to be used. The Town shall prepare minutes of all meetings between the Town and the consultant. Products: Status Report#1.4; Draft Status Reports; Final Draft Status Reports; Draft General Plan Document; Final Adopted General Plan Document; Executive Summary; miscellaneous items such as databases, GIS data, logos, graphics, public notices, all to be submitted and documented in the Project Binder; one (1) original and one (1) digital copy of each product. PHASE I: TASK 2.0 IMPLEMENT PUBLIC PARTICIPATION PROGRAM Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 3 06/0612001 Task 2.1. Establish Project Committees and Schedule, Organize and Conduct Project Kick-Off Meeting. The consultant shall work with the Town to refine the Public Participation Action Plan and develop a schedule, establish project committies and organize and conduct a Public Project Kick-Off meeting, All interested potential project participants shall be identified. The purpose of the Kick- Off meeting is to inform, educate and gain ideas from the public on the project goals and schedule and to solicit volunteer assistance. The Active Committees listed in the Public Participation Plan shall also be established. The Town and consultant shall prepare a project notebook for the Technical Advisory Committee (TAO) and Steering Committee members and the project team. All public participation events will be summarized in a standard summary format previously approved by the Town Project Manager. Products: Kick-Off Meeting; Establishment of Active Committees and Status Report#2.1; Public Participation Plan Summary Report; materials for Project Notebooks. Task 2.2. Implement the Town of Oro Valley Public Participation Program The Town of Oro Valley Public Participation Program shall be implemented as laid out in the Public Participation Plan. The purpose of the Public Participation Action Plan outlines the steps the Town staff, citizens, and General Plan consultant will take to maximize public involvement in the development of the General Plan Update, and at the same time will satisfy the requirements of the new Growing Smarter Act. This Program provides additional components to address needs unique to Oro Valley, and presents a high quality program that will identify, educate, and inform, as well as meet the high expectations of an exceptionally active and involved citizenry. Products: Public Participation Plan Implementation Schedule and Status Report#2.2. Task 2.3. Web Page and Public Surveys The Consultant shall work with the Town staff and Web Master to design a project web page and shall provide documents for the web site. The consultant shall design, with Town staff, at least one statistically valid public survey instrument for both mailing and for use as a web-based survey. IDENTIFY TYPE(S) OF SURVEYS: ISSUES IDENTIFICATION AND OVERALL PRIORITIES, ADD DETAILS Products: Establishment of web page. Design, distribution and analysis of public survey; Status Report#2.3. PHASE I: TASK 3.0 CREATION AND ANALYSIS OF ELECTRONIC GENERAL PLAN BASED MAPS AND DATA LAYERS Task 3.1. Base/Data Mapping Primary responsibility for this task will be with the Town of Oro Valley. The Town will update and prepare the electronic mapping using geographic information system (GIS) for this project. The format of all GIS related data and data analysis generated for Task 4 will be approved by the Oro Valley GIS Analyst and Project Manager. The following is a partial list of GIS-related data that the Town will complete and provide: Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 4 06/06/2001 • Site Location/Regional Context/Planning Area Boundary • Historic Annexation • Soils/Topography (including DRASTIC) • Geology/Hydrology (including Town-wide Drainage study) • Vegetation and Wildlife (including designated Pygmy-owl habitat) • General Plan Land Use (complete updates to existing map) • Existing Zoning (complete PAD map) • Specific Planning/Approved/Proposed Land Use • Existing Land Ownership • Municipal Facilities and Services • Environmentally Sensitive Lands Map (to be completed) • Naranja Town Site Map (not started) The following is a partial list of GIS-related data that the Town will work with a consultant to obtain and/or develop: • Existing Land Use • Land ownership • Public Utilities and Services (including sewer, roads and major water lines) • Neighboring county Comprehensive Plans Products: Status Report#3.1. Task 3.2. GIS-based Analysis DESCRIBE ALL MAPS AND ANALYSIS NEEDED, INCLUDING LAND USE SUITABILITY SCENARIOS (ASSIGN WEIGHTED VALUES TO LAND USE CATEGORIES), EXISTING AND PROPOSED TRANSPORTATION/CIRCULATION ANALYSIS. PHASE I: TASK 4.0 EXISTING CONDITION DATA COLLECTION, RESEARCH AND ANALYSIS Task 4.1. Information Research and Analysis The Consultant shall work with Town staff and review all pertinent documents and determine the geographic and demographic information to be updated and included as part of the updated General Plan. The Consultant shall identify other pertinent documents that will be collected by the Town, The Consultant shall research and update the essential and desirable data, charts, graphs and tables found in the existing General Plan and incorporate the updated data into the new document format established in Task 1.4. The information to be included within this portion of the Plan update process shall include Town boundaries, size, and annexations, growth trends, demographic information including population and population projections, environmental and physical conditions, infrastructure location information (existing and proposed), information regarding amounts and location of vacant and non-vacant land and characteristics, and economic and socio-economic data. Population projection and methodology will be based on past and existing conditions and will be projected into 5, 10 and 15 year increments. The consultant shall be responsible for the acquisition of all technical and demographic data necessary to update the Plan. As it is available, all relevant data shall be derived from the 2000 Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 5 06/06/2001 Census. The information related to the preparation of the General Plan will be included in a report in both text and graphic form. Products: Updated data and analysis portion of the General Plan formatted as described in Task 1.4; Population Projections and Methodology; Description of methodology and documentation of all analysis performed in GIS; Status Report 4.1 Task 4.2. Background and History A brief history of the development of Oro Valley will be prepared, utilizing secondary source information and the document A History of Oro Valley, by Henry Suozzi. The background and history will include significant events in the development of the Town including its history of incorporation/annexation and description and analysis of development patterns. Product: Updated history and development patterns of Oro Valley; Status Report 4.2. Task 4.3. Natural Resources and Environmental Characteristics An assessment of existing natural resources and environmental characteristics in the Town will be prepared to determine their impacts on opportunities and constraints for future growth. The Environmentally Sensitive Lands Study, and other identified plans and studies will be incorporated into this assessment. The necessary exhibits to accurately depict climatology, topography, soils, geology, hydrology/drainage, water quality, vegetation and wildlife will be included. Man-made characteristics such as noise or other potential hazards will also be discussed. All information will be derived from secondary sources provided by the Town or other public agencies. Products: Natural Resources and Environmental Characteristics Assessment; Status Report 4.3 Task 4.4. Housing An inventory and supply/demand analysis of the existing housing stock and mix will be conducted in order to assess housing trends and the relationship to future population and employment growth and related affordability issues. Products: Housing Assessment and Analysis; Status Report 4.4. Task 4.5. General Planning, Land Use and Zoning The Consultant will inventory, analyze and compare existing general planning efforts, existing land use and zoning districts and patterns to determine potential opportunities or constraints to future growth. Maps using the base map and overlaid with appropriate data will be prepared by the Town utilizing data and information collected by the Consultant. The inventory will determine the types and acreage of existing recommended general plan land use, existing land use/vacant land by type, and existing zoning to determine existing community build-out and the incremental development capacity of the Town. Products: Comparison tables, charts and written assessments summarizing the analysis of existing land uses, zoning and land use patterns by status and type; Status Report 4.5. Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 6 06/06/2001 Task 4.6. Large Property Ownership The Consultant will inventory, analyze and collect data for the Town to use to prepare a map illustrating the general pattern of large land ownership within and surrounding the Town to determine the potential constraints or opportunities for future growth. The type of property ownership will include public lands by agency (i.e. Municipal, County, State, Federal, or other public agencies) and privately-owned lands. Products: Land ownership (parcel) database analysis; Status Report 4.6 Task 4.7. Transportation System The Consultant will inventory and analyze the existing transportation system in the Town to identify any deficiencies in the current system using secondary source data. Information will be collected primarily from the Town and updated with information from Pima County, Pima Association of Governments and Arizona Department of Transportation (ADOT) data. Products: Transportation System database; Status Report 4.7 Task 4.8. Community Facilities and Services Conditions The Consultant will prepare an inventory of community services and facilities to assess their ability to adequately serve existing and future needs in the community. Information for an infrastructure capacity availability analysis will also be prepared. Information related to existing potable water, sewer, natural gas, electrical, public safety, health care and recreational systems, facilities and district boundaries will be collected from Town staff, previous studies and interviews with municipal and other agency officials. Products: Community Facilities and Services Inventory; Infrastructure Capacity Analysis; Status Report 4.8 Task 4.9. Existing Socioeconomic and Demographic Conditions The Consultant will identify and assess existing socioeconomic conditions to enable the Town to make judgments regarding future growth patterns and economic opportunities. To the extent available, data will be developed for Oro Valley, other competitive jurisdictions and Pima County as it may be relevant for comparative purposes. This task will utilize secondary federal, state, county and local data. Products: Existing demographic and socioeconomic condition graphs, charts, and analysis; Status Report 4.9 Task 4.10. Economic Base Indicators The Consultant will obtain information related to employment characteristics. These characteristics will be presented in graphic form with summary text including, but not limited to, employment by amount, type, and sales tax generation. Products: Economic analysis including graphs, charts, and narrative; Status Report 4.10 Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 7 06/06/2001 Task 4.11. Community Indicators Analysis A set of Community Indicators will be created to evaluate the community's needs and priorities for addressing potential troubled areas or areas with special concerns and needs Products: Community Indicators methodology and database; Status Report 4.11 PHASE 1: TASK 5.0 ESTABLISH COMMUNITY VISIONING PROCESS AND ANALYZE EXISTING GOALS, OBJECTIVES AND POLICIES DRAFTING Task 5.1 Issue Identification and Analyze Existing Goals, Objectives and Policies Conduct public workshops and other meetings, as specified in the Public Participation Plan, to review the Town's existing conditions and identify community issues while analyzing applicability of current General Plan Goals Objectives and Policies The community's interest in conducting the update within a framework utilizing sustainable development standards, as adopted by the American Planning Association, will be presented and explored. Definitions of"major" and "minor" amendments to the General Plan will be drafted. Products: Listing of Community Issues and Analysis of Existing Plan Goals, Objectives and Policies; Status Report 5.1 Task 5.2 Preliminary Draft Vision Statement, Goals and Objectives Develop draft vision, goals and objectives that will guide the formulation of the Town of Oro Valley General Plan. Products: Status Report 5.3 Task 5.3 Final Draft Vision, Goals and Objectives The Final Draft Vision, Goals and Objectives will contain refined vision, goals and objectives as revised after input from the community. Public hearings will be held with the Planning Commission and Town Council for approval of the Vision, Goals and Objectives. Products: Vision, Goals and Objectives Report; Hold public hearings; Status Report 5.4 PHASE 11: TASK 6.0 ALTERNATIVES EVALUATION Task 6.1 Land Use Projections/Circulation System Needs The Consultant will establish alternative projections for residential and employment land use needs for the community. These projections will provide the foundation for the land use alternatives and the framework for the circulation system. Products: Land Use Projections; Status Report 6.1 Task 6.2 Interactive Alternative Scenarios for Future Growth The Consultant will develop alternative scenarios for future growth, based on public visioning, population projections, community indicators and data analysis. Development of an interactive Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 8 06/06/2001 alternative scenario computer demonstration will be explored. Products: Computer demonstrations of alternative growth scenarios; Status Report 6.2 Task 6.3 Develop Range of Alternative Scenarios for Future Growth A range of alternative future growth scenarios will be developed, including maps, graphics and narrative suitable for public viewing, hearings and a"road show". Products: Future growth alternatives and supporting graphics, maps, and narrative; Status Report 6.3 Task 6.4 Evaluate Selected Land Use Alternatives The Consultant will evaluate the alternatives based on goals and objectives achievement; impact on existing/programmed public facilities or networks, impact on the natural environment, and fiscal impact. Products: Evaluation of Alternatives statement; Status Report 6.4 Task 6.5 Develop Master Plan for State Trust Land North of Town Boundary Products: Future growth alternatives and supporting graphics, maps, and narrative; Status Report 6.3 PHASE III: TASK 7.0 DRAFT GENERAL PLAN ELEMENT PREPARATION, PREPARATION OF NEW GENERAL PLAN ELEMENTS AND CONSOLIDATION AND UPDATE OF EXISTING GENERAL PLAN ELEMENTS In conjunction with the activities associated with tasks previously listed, the consultant shall prepare those elements of the General Plan required by ARS Sec. 9-461.05 for municipalities having a population in excess of 2,500 which are not currently contained in the General Plan or which have not been adopted by reference as part of the Town of Oro Valley General Plan. Existing General Plan elements shall be updated to be consistent with the new elements and shall incorporate new pertinent information, data and public input. Preparation of the elements to be prepared as part of this task shall be coordinated with all Town Departments, including Town Manager, Public Works, Water, Finance, Economic Development, Legal, Transit, Parks and Recreation, Police, Public Relations and Building Safety. The Technical Advisory Committee will also be consulted throughout the process. The elements are further described in the tasks listed below. • Land Use • Circulation and Transportation • Transit • Housing • Parks and Recreation • Open Space update to meet new open space requirements • Economic Development • Public Facilities and Services • Safety • Natural Resource Conservation Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 9 06/06/2001 • Community Design • Cultural & Historic Resources • Growth Area—new for Oro Valley by ARS • Environmental Planning - new for Oro Valley by ARS • Cost of Development-new for Oro Valley by ARS • Water Resources -new for Oro Valley by ARS Products:Status Report 7.0; DETERMINE PRODUCTS FOR EACH TASK BELOW Task 7.1 Draft Land Use Element The Draft Land Use Element will include a land use map and text illustrating the pattern and distribution of land use by specific categories for the land parcels located throughout the Town of Oro Valley, Products: Status Report Task 7.2 Draft Circulation, Transportation and Transit Element The Draft Transportation Element will include a circulation map and text illustrating future circulation improvements in Oro Valley. Products: Status Report Task 7.3 Draft Housing Element The Draft Housing Element will include an evaluation of existing housing supply and demand, and analyze the Town's need for affordable housing This issue will be coordinated with Pima County and other relevant agencies. Products: Status Report Task 7.4 Draft Parks and Recreation Element This element will include an evaluation of the current Parks, Open Space and Trails Master Plan, current park systems, and will be integrated with Task 7.5 as necessary, Products: Status Report Task 7.5 Draft Open Space Element The Draft Open Space Element will include an evaluation of existing and future open space that enhances residential and employment land uses within the Town. Open Space Element containing a comprehensive inventory of open space areas, recreational resources and access points, analysis of forecasted needs, management and protection policies, acquisition strategies and policies, and strategies to promote an integrated regional system. This element will be partially served by the Environmentally Sensitive Lands (ESL) Plan and the Park's Open Space and Trails (POST) Plan. Products: Status Report Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 10 06/06/2001 TASKS 7.6 THROUGH 7.11 ARE EXISTING ELEMENTS AND WILL BE UPDATED WITH THIS PROCESS. Task 7.6 Draft Economic Development Element Task 7.7 Draft Public Facilities and Services Element Task 7.8 Draft Safety Element Task 7.9 Draft Natural Resources Conservation Element Task 7.10 Draft Community Design Element Task 7.11 Draft Cultural and Historic Resources Element Task 7.12 Draft Growth Area Element (NEW) The Draft Growth Area Element will include an evaluation of the draft land use element to determine where the most beneficial areas of future development should take place in terms of infrastructure, transportation and public facilities leading to land use compatibility, Growth Area Element identifying areas suitable for multimodal transportation and infrastructure development, including policies to make automobile, transit, and multimodal circulation more efficient; conserves significant natural resources in the growth area; and promotes the public and private construction of timely and financially sound infrastructure. Products: Status Report Task 7113 Draft Environmental Planning Element (NEW) The Draft Environmental Planning Element will include an evaluation of the existing and potential impacts of the built community upon the natural environment to determine where the most appropriate areas for future development should take place. Environmental Planning Element containing analysis, policies, and strategies to address anticipated effects of the plan's elements and proposed development on air quality, water quality, and other natural resources. This element will be only partially served by the ongoing ESL effort, Products:Status Report Task 7.14 Draft Cost of Development Element (NEW) The Draft Cost of Development Element will include an evaluation of the potential impacts of the built community and the ability of development to pay its proportionate share for public facilities and services. Cost of Development Element identifying policies and strategies to require the development to pay its fair share toward the cost of additional public service needs generated by the development, including bonding, special taxation districts, development fees, facility construction, dedications, and service privatization. RELATE TO CIP Products:Status Report Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 11 06/06/2001 Task 7.15 Draft Water Resources Element (NEW) The Draft Water Resources Element will include an evaluation of the existing surface water, groundwater and effluent supplies, and an evaluation of the draft growth area element to determine how future growth will be adequately served by available water supplies. Products:Status Report Task 7.16 Draft Policies Preparation For Plan Update Elements Based on the review and support for the draft general plan update elements, a series of supportive policies will be prepared for each of the fifteen (15) elements that will be incorporated into the final draft general plan update elements, These policies will underpin the preparation of the implementation program in Task 8.0, Products: Status Report PHASE III: TASK 8.0 DRAFT IMPLEMENTATION PLAN DEVELOPMENT Task 8.1 Draft Implementation Measures The Consultant will develop the final draft policies for each plan element for inclusion as implementation actions to achieve plan update goals, The department or agency responsible for implementation shall be identified, a timeline shall be established and estimated costs associated with implementation shall be developed to provide a prioritized set of implementation measures. Products: Draft Implementation Chart and Report for each Element; Overall Implementation Chart and Schedule; Status Report 8.10 Task 8.2 Implementation Mechanism Preparation The Consultant will include the preparation of specific implementation mechanisms for this project. These mechanisms include, but are not limited to: zoning code revision/updating, capital improvements programming, and specific planning. If proposed, these mechanisms may exceed the timeframe to prepare and adopt the general plan. Products: Task 8.3 Process for Reviewing Success of Implementation Program The Consultant will develop an evaluation process and feedback loop that will provide an indication of the success of the implementation program. Community Indicators will be one mechanism developed for thjs assessment. Products: Recommended evaluation techniques; Status Report 8.3. PHASE IV: TASK 9.0 STUDY SESSIONS, PLANNING COMMISSION HEARINGS, MUNICIPAL AGENCY REVIEW AND RECOMMENDATION, AND TOWN COUNCIL HEARINGS Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 12 06/06/2001 Task 9.1 Final Draft General Plan Update Review Prepare the Draft General Plan Update for review and acceptance by the Planning and Zoning Commission. Products: Status Report Task 9.2 Final Draft General Plan Update Approval and 60-day Review Revise the Oro Valley General Plan based on comments received during Task 8.0. Deliver copies to the Town Project Manager along with a draft letter for transmittal and distribution to appropriate reviewing agencies as required by ARS 9-461,05 F. Task 9.3 Study Session with Planning and Zoning Commission and Town Council Task 9.4 Planning and Zoning Commission Public Hearings Two (2) Planning and Zoning Commission public hearings will be properly advertised and held in two separate locations to permit the Planning and Zoning Commission to review the final draft General Plan, Task 9.5Town Council Public Hearing A Town Council public hearing will be properly advertised and held to adopt the Town of Oro Valley General Plan after the 60-day review period has been completed and final revisions to the General Plan have been approved by the Town Project Manager. PHASE IV: TASK 10.0 PREPARE FOR GENERAL ELECTION Task 10.1. The General Plan must be ratified by a vote at a general election. This requirement was made effective on 5/18/00. The Consultant will assist with all public noticing, publication and preparation for the election in November, 2002. Products: Public Notification; Status Report 101 PHASE IV: TASK 11.0 PUBLICATION, PRODUCT DELIVERY AND PROJECT CLOSURE Task 11.1 Reproduce Final Document The Town of Oro Valley General Plan will have the final document, in the format approved in Task 1.4, printed and distributed, Products: Final General Plan Document; Status Report 11.1 Task 11.2 Transmit Documents, Original Artwork and Text/Data in Digital Format The Consultant will transmit the final documents, CD ROMs containing the final text of the General Plan in Microsoft Word to the Town Project Manager. The Consultant will also deliver camera ready artwork to the Town, including color, reproducible copies of 8.5" x 11" or 11" x 17" artwork and pdf format so that additional copies of plan graphics can be reproduced by the Town. Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 13 06/06/2001 Products:Status Report 11.2 Task 11.3 Project Closure ADD A PRODUCT SUMMARY Scope of Work Town of Oro Valley,Arizona Focus 2020 General Plan Update 14 06/06/2001