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HomeMy WebLinkAboutPackets - Council Packets (1628) AGENDA
ORO VALLEY TOWN COUNCIL
REGULAR SESSION
MAY 20, 1998
ORO VALLEY COUNCIL CHAMBERS
11,000 N. LA CANADA DRIVE
REGULAR SESSION AT OR AFTER 7:00 P.M.
CALL TO ORDER
ROLL CALL
PLEDGE OF ALLEGIANCE
UPCOMING MEETING ANNOUNCEMENTS - TOWN MANAGER
• The Mayor and Council may consider and/or take action on the items listed below:
ORDER OF BUSINESS: MAYOR WILL REVIEW THE ORDER OF THE MEETING
REQUEST FOR PRESENTATION TO TOWN COUNCIL BY MARK LEWIS
1. CONSENT AGENDA
(Consideration and/or possible action)
A. Minutes - 05/06/98
B. Building Safety Department Activity Report - April 1998
C. Ratification of Ordinance (0)98-17 - Amending a condition of translational
zoning, Parcel 7D, 8400 N. Oracle Road, Smith Family property
D. Approval of request by Canyon Del Oro High School to contribute $500 towards
their trip to compete at the Future Problem Solving Academic Team International
Conference at the University of Michigan on June 11 - 15, 1998
E. Resolution No. (R)98-28 Approval of IGA between Arizona Department of Public
Safety & Town of Oro Valley to jointly participate in an Arizona State Gang Task
Force
• F. Design Guidelines: Scope of Work, Consultant Selection, and Technical Advisory
Committee
G. OV 12-93-4 Bond for Assurance Release for Canada Hills Estates, Lots 48-54 and
79-89
H. OV 12-94-31 Desert Vista - Request for Substitute Assurance Agreement
2. RESOLUTION NO. (R)98-29 RENEWAL OF 3 YEAR AGREEMENT WITH
METROPOLITAN TUCSON CONVENTION AND VISITOR'S BUREAU
3. CONTINUED PUBLIC HEARING OV 13-98-33 ORO VALLEY RETAIL CENTER
(ROONEY RANCH) COMPREHENSIVE SIGN PACKAGE (PROPERTY LOCATED
AT THE SOUTHWEST CORNER OF ORACLE ROAD AND NORTH FIRST
AVENUE) (CONTINUED FROM MAY 6, 1998)
4. RESOLUTION NO. (R)98-30 MAKING THAT DOCUMENT ENTITLED "THE 1998
AMENDMENTS TO THE TOWN TAX CODE OF THE TOWN OF ORO VALLEY,
ARIZONA" A PUBLIC RECORD
5. PUBLIC HEARING - ORDINANCE NO. (0)98-18 RELATING TO THE
PRIVILEGE LICENSE TAX; ADOPTING "THE 1998 AMENDMENTS TO THE
TOWN TAX CODE OF THE TOWN OF ORO VALLEY, ARIZONA" BY
REFERENCE; ESTABLISHING AN EFFECTIVE DATE OF JULY 1, 1998 AND
PROVIDING PENALTIES FOR VIOLATIONS
6. REQUEST FOR PERMISSION FROM ICE CREAM COMPANY TO SELL ICE
CREAM IN THE STREETS OF ORO VALLEY IN ACCORDANCE WITH SECTION
8-1-6 OF THE ORO VALLEY TOWN CODE
7. REQUEST FROM MR. & MRS. G. BELOCK FOR A TEMPORARY WAIVER OF "NO
ACCESS EASEMENT" PROPERTY FROM LAMBERT LANE, LOT #45 IN VISTA
DEL ORO ESTATES (445 WEST PASEO RIO GRANDE)
8. RESOLUTION NO. (R)98-31 APPROVAL OF POLICY FOR PRESENTATIONS ON
COMPUTER AND OVERHEAD PROJECTOR FOR ALL PLANNING & ZONING,
DEVELOPMENT REVIEW BOARD, BOARD OF ADJUSTMENT AND TOWN
COUNCIL MEETINGS
9. OV12-98-02 STONE CANYON I PRELIMINARY PLAT, LOTS 1-125, COMMON
AREAS A & B, RANCHO VISTOSO NEIGHBORHOOD 11, PARCELS AA, AB, AC,
AD, AE, C, D, E, M & P
10. OV12-98-3 RANCHO VISTOSO, NEIGHBORHOOD 7, PARCEL F, PRELIMINARY
PLAT
TOWN MANAGER'S REPORT
ENGINEER'S REPORT
FINANCE DIRECTOR'S REPORT
COMMUNITY DEVELOPMENT DIRECTOR'S REPORT
POLICE CHIEF'S REPORT
COUNCIL COMMITTEE REPORTS
CALL TO AUDIENCE - (According to the Arizona Open Meeting Law, the Town
Council may only discuss matters listed on the Town Council Agenda. Matters brought up
by the public under Call to Audience cannot be discussed by the Town Council as they have
not been placed on the agenda. Any items must be addressed to the whole Council, not a
specific member. In order to speak during Call to Audience, please specify what you wish
to discuss when completing the blue speaker card.)
• ADJOURNMENT
s
05/20/98 Agenda, Council Regular Session 3
POSTED: 05/15/98
4:30 P.M.
RG
A packet of agenda materials as listed above is available for public inspection at least 24
hours prior to the Council meeting in the office of the Town Clerk between the hours of
8:30 a.m. - 5:00 p.m.
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 Kathryn Cuvelier,
Town Clerk, at 297-2591.
Instructions to Speakers
Members of the public have the right to speak during any posted public hearing. However,
those items not listed as a public hearing are for consideration and action by the Town
Council during the course of their business meeting. Members of the public may be allowed
to speak on these topics at the discretion of the Chair.
If you wish to address the Town Council on any item(s) on this agenda, please complete a
speaker card located on the Agenda table at the back of the room and give it to the Town Clerk.
Please indicate on the speaker card which item number and topic you wish to speak on, or
if you wish to speak during Call to Audience, please specify what you wish to discuss when
completing the blue speaker card.
Please step forward to the podium when the Mayor announces the item(s) on the agenda which
you are interested in addressing.
1. Please state your name and address for the record.
2. Speak only on the issue currently being discussed by Council. Please organize
your speech, you will only be allowed to address the Council once regarding the
topic being discussed.
3. Please limit your comments to 3 minutes.
4. During Call to Audience you may address the Council on any issue you wish.
5. Any member of the public speaking must speak in a courteous and respectful
manner to those present.
Thank you for your cooperation.
MINUTES
ORO VALLEY TOWN COUNCIL
REGULAR SESSION
MAY 6, 1998 4)4A)*
ORO VALLEY COUNCIL CHAMBERS
11,000 N. LA CANADA DRIVE
REGULAR SESSION AT OR AFTER 5:30 P.M.
CALL TO ORDER - 5:35 p.m.
ROLL CALL
PRESENT: Dick Johnson, Mayor
Paul Parisi, Vice Mayor
Cheryl Skalsky, Council Member
Bill Kautenburger, Council Member
Frank Butrico, Council Member
EXECUTIVE SESSION AT OR AFTER 5:30 P.M.
A MOTION was made by Council Member Butrico to go into Executive Session at 5:35 p.m.
pursuant to ARS 38-431.03 (A)(3) regarding obtaining legal advice and litigation pursuant to
ARS-431.03 (A)(4) regarding:
1. Oro Valley vs. Fazio lawsuit (Water Line)
2. Mendibles vs. Oro Valley lawsuit, Pima County Superior Court #316876
3. Agrillo vs. Oro Valley lawsuit, Southwest Risk File #13002121
And pursuant to ARS 38-431.03 (A)(1) regarding personnel matters:
1. Annual Evaluation of the Town Manager's performance
MOTION was SECONDED by Council Member Kautenburger. Motion carried, 5 - 0.
A MOTION was made by Council Member Kautenburger to go out of Executive Session at 7:12
p.m. MOTION was SECONDED by Council Member Butrico. Motion carried, 5 - 0.
REGULAR SESSION AT OR AFTER 7:00 P.M.
CALL TO ORDER - 7:12 p.m.
ROLL CALL
PRESENT: Dick Johnson, Mayor
Paul Parisi, Vice Mayor
Cheryl Skalsky, Council Member (Arrived at 7:18 p.m.)
Bill Kautenburger, Council Member
Frank Butrico, Council Member
05/06/98 Minutes, Council Regular Session 2
PLEDGE OF ALLEGIANCE
Mayor Johnson led the audience in the Pledge of Allegiance.
Mayor Johnson reviewed Town Council procedures and the public hearing process.
UPCOMING MEETING ANNOUNCEMENTS
Town Manager Chuck Sweet announced the meetings for the upcoming month. He also
announced that a reception sponsored by Canyon del Oro High School will be held in the Town
Council Chambers on Friday, May 8, 1998 to display an Anti-Tobacco Art Exhibit.
Vice Mayor Parisi explained that the Arts Advisory Board in conjunction with Canyon del Oro
High School received a grant from the American Heart Association and from the Anti-Tobacco
Fund to sponsor an art project. The project was to show the bad effects of tobacco use. The
project will be displayed at the reception beginning at 5:00 p.m. in the Council Chambers. He
stated that the Arts Board will be judging the exhibits and will be awarding four $100.00 cash
awards to the winning students.
Vice Mayor Parisi also reported that the Town has received $25,000 from Pima Association of
Governments for a Summer Youth Project for art. The Town has received similar funding in the
past for the Summer Youth Projects from which the Town Entry Monument signs, Dennis
Weaver Park entry sign, and the Lizard Tables were funded. He also reported that PAG approved
a grant for a new van for Coyote Run Transportation Service.
Vice Mayor Parisi reported that the Tucson Symphony Orchestra will be performing this spring
and fall in Oro Valley at Canyon del Oro High School.
1. CONSENT AGENDA
MOTION: Council Member Butrico MOVED to approve the Consent Agenda,
as presented. MOTION SECONDED by Council Member Kautenburger.
A. Minutes - 04/08/98; 04/15/98
B. Police Report - March 1998
C. Finance Report - Quarter ended March 31, 1998
ROLL CALL VOTE:
Council Member Skalsky - No
Vice Mayor Parisi - Yes
Mayor Johnson - Yes
Council Member Kautenburger - Yes
Council Member Butrico - Yes
05/06/98 Minutes, Council Regular Session 3
MOTION carried 4 - 1.
Council Member Skalsky stated that she would like to have more documentation provided in the
Council Communications concerning budget items.
2. RESOLUTION NO. (R)98-26 ADOPTING AN AGREEMENT BETWEEN THE TOWN
OF ORO VALLEY, THE U.S. DEPARTMENT OF INTERIOR AND TUCSON
REGIONAL WATER COUNCIL FOR IN-KIND SERVICES RELATING TO THE
TUCSON AREA RECLAMATION STUDY
Council Member Butrico stated that many meetings have been held concerning the use of
reclaimed water in the Tucson area. He explained that the Tucson Regional Water Council
(TRWC) has taken the leadership on the regional study on how to best utilize the regional
effluent. He stated that the United States Congress appropriated $250,000 in federal funds to the
Bureau of Reclamation for waste water planning purposes in this region. He explained that the
study must be completed before construction projects can be considered. Council Member
Butrico stated that local cost sharing agreements must be in place before the Bureau can expend
any monies.
Carol West, TRWC Executive Director, reported that there must be a 50-50 match on the part
of each local entity involved in the study. She explained that the match can be in the form of
in-kind services or money. She explained that a riparian assessment and project data must be
gathered before application for federal construction funds can be made. She stated that they are
asking for the Town's approval for continued participation and attendance towards the in-kind
contribution.
In answer to questions from Council Member Skalsky, Ms. West explained that the $250,000.00
match would include all entities involved; City of Tucson, Pima County,Town of Marana,
Community Water of Green Valley, Metro Water, Sahuarita, and others. If there ends up being
more in-kind services accumulated than the $250,000 match, the surplus can be applied to the
federal funding for projects at a later date. She also explained that the in-kind match would
mostly include staff time and all time accumulated since May, 1997 would be counted as in-kind.
Kate Puckett, Bureau of Reclamation, explained that there are guidelines for cost share. All items
submitted by the Town for in-kind contributions would be evaluated using those guidelines to
determine if they can be used towards the match.
In answer to a question from Council Member Skalsky, Town Manager Chuck Sweet explained
that the Town's participation has been discussed. Time has already been invested by the Town
and no additional staff will be hired.
Council Member Butrico stated that it is difficult to estimate the time required by staff, but staff
and Council time has already been spent in participation on the project. He stated that he felt
it would benefit the Town to participate in the project recognizing that if the Town continues to
05/06/98 Minutes, Council Regular Session 4
participate at the current level, we should have no trouble providing in-kind services to the extent
that the project can move forward to completion.
Vice Mayor Parisi stated that many regions are involved in the project and the maximum
contribution for the entire region is $250,000. He stated that he felt it was very important that
the Town be involved in the project.
MOTION: Council Member Butrico MOVED to approve Resolution No, (R)98-
26 approving the proposed agreement between the Town of Oro Valley, the U.S.
Department of Interior and Tucson Regional Water Council for in-kind services
relating to the Tucson Area Reclamation Study. Vice Mayor Parisi SECONDED
the motion.
ROLL CALL VOTE:
Council Member Skalsky - Yes
Vice Mayor Parisi - Yes
Mayor Johnson - Yes
Council Member Kautenburger - Yes
Council Member Butrico - Yes
Motion carried, 5 - 0.
3. ORO VALLEY RETAIL CENTER - CONTINUING REQUEST FOR ECONOMIC
BENEFIT EXEMPTION FOR SIGN PACKAGE (PROPERTY LOCATED AT THE
INTERSECTION OF FIRST AVENUE AND ORACLE ROAD)
Economic Development Administrator Norm Phillips explained that on April 15, 1998, the Town
Council voted 2 -2, regarding consideration of an Economic Benefit Exemption from the Town's
Sign Code for the Oro Valley Retail Center located at Rooney Ranch. He explained that the
applicant has requested a reconsideration of the exemption by the full Council. He stated that
if the Council approves the economic benefit exemption, a revised sign package would be
submitted by the Barclay Group on behalf of Target and a new user, Home Depot.
Mr. Phillips further explained that concerns have been expressed that a precedent might be set
in which the Town might be obligated to grant other economic benefit exemptions from the sign
code. He stated that any future developments would need to demonstrate through economic
impact studies that they truly can provide "significant tax impacts to the Town, and significant
numbers of jobs to the community." Mr. Phillips explained that some of the key benefits to the
Town from the Oro Valley Retail Center over a ten year period would be: over $290,000 in
construction sales tax, $8 million in local sales tax from retail sales, over $10 million in total tax
benefits to the Town, 350,000 square feet of new retail construction, 550 new jobs, and a total
tax impact of approximately $60 million including state and school district revenues.
05/06/98 Minutes, Council Regular Session 5
Mr. Phillips said that staff feels the project meets the requirements for classification as an
economic benefit to the Town and recommends that Council approve the classification.
Frank Bangs, 1 S. Church Street, Tucson, representing the Barclay Group, stated that approval
of the economic benefit exception is a critical element to the success of the project particularly
in securing the anchor tenants for the Retail Center.
Mayor Johnson stated that the economic benefit exemption allows consideration of a waiver of
the existing sign code for economic benefits.
Council Member Butrico stated that he felt that Council should look at the proposed sign package
and then if needed, consider the economic benefit exemption.
Council Member Skalsky stated that many studies have been done, and she has never changed
her opinion regarding the sign code. She stated that the citizens have stated that they do not want
glaring signs on Oracle Road which is why the Town has the Oracle Road Scenic Corridor. She
stated that the request for these sign code changes goes againsteverything that has been done in
the past.
Vice Mayor Parisi stated that he felt the exemption would be a way for the Town to examine the
Sign Code. He also stated that no business should be given an unfair, competitive advantage and
any changes should affect all businesses in the Town.
MOTION: Vice Mayor Parisi MOVED to approve the classification of the Oro
Valley Retail Center as an economic benefit to the Town of Oro Valley in order
that an alternative sign package may be considered at the May 20, 1998 Town
Council meeting. Council Member Kautenburger SECONDED the motion.
• ROLL CALL VOTE:
Council Member Skalsky - no
Vice Mayor Parisi - yes
Mayor Johnson - yes
Council Member Kautenburger - yes
Council Member Butrico - no
Motion carried, 3 - 2.
4. OV 13-98-33 ORO VALLEY RETAIL CENTER (ROONEY RANCH)
COMPREHENSIVE SIGN PACKAGE (PROPERTY LOCATED AT THE SOUTHWEST
CORNER OF ORACLE ROAD AND NORTH FIRST AVENUE)
Mayor Johnson stated that staff has recommended a continuance of the comprehensive sign
05/06/98 Minutes, Council Regular Session 6
package for the Retail Center until May 20, 1998 to allow sufficient time to fully consider the
proposed changes by Home Depot as an anchor store in the shopping area.
MOTION: Council Member Kautenburger MOVED to CONTINUE the Oro
Valley Retail Center comprehensive sign package until May 20, 1998. Mayor
Johnson SECONDED the motion.
ROLL CALL VOTE:
Council Member Skalsky - Yes
Vice Mayor Parisi - Yes
Mayor Johnson - Yes
Council Member Kautenburger - Yes
Council Member Butrico - Yes
Motion carried, 5 - 0.
5. CHANGES TO THE ORO VALLEY SIGN CODE (INFORMATION ITEM)
• Community Development Director Don Chatfield stated that Vice Mayor Parisi had expressed an
interest in applying the Comprehensive Sign Package for Rooney Ranch to commercial
developments throughout the Town. He stated that it would be a Zoning Code change which
would have to go through a public hearing at a Planning and Zoning Commission meeting. Mr.
Chatfield stated that the Commission is currently reviewing an update to the sign code and will
be holding a public hearing on the proposed updates on June 2, 1998. He stated that any
guidance from the Council will be taken back to the Commission.
Vice Mayor Parisi said that he felt any change to the Sign Code for Rooney Ranch better be good
enough for the entire community or should not even be considered.
Mayor Johnson stated that once the Planning and Zoning Commission reviewed the updates, that
the Council could review the proposal during a Study Session and allow input from citizens and
the business community.
6. OV13-98-49 APPEAL OF DECISION OF DEVELOPMENT REVIEW BOARD
REGARDING HOLIDAY INN EXPRESS
Community Development Director Don Chatfield stated that a sign request has been received for
the San Jose Plaza. The project will be located on the east side of Oracle Road, north of El
Conquistador Way. He stated that the Development Review Board (DRB) Agenda Committee
reviewed the proposed signage for the Holiday Inn Express and recommended more subtle colors
be used to replace two of the four proposed colors. The Agenda Committee then met with the
applicant present, and determined that the issue should go before the full DRB. Mr. Chatfield
explained that the DRB met on April 22, 1998 and concurred with the Agenda Committee's
05/06/98 Minutes, Council Regular Session 7
concerns and voted to deny the case finding that the colors submitted by the applicant are not
complementary to the area and recommended more subdued colors.
Mr. Chatfield stated that staff supports the DRB's recommendation for more subdued colors, in
accordance with the General Plan policy, but notes that the proposed signage does meet the
Zoning Code color requirements. He stated that since the proposal meets the Zoning Code
requirements, staff recommends approval of the applicant's request.
Keith Roberts, Young Electric Sign Company (YESCO), displayed color samples of the proposed
sign. He stated that the colors are the standard Holiday Inn Hospitality federally registered colors
and have been used in other Arizona cities, such as Scottsdale, Sedona, and Sun City, which also
have strict standards for sign colors. He stated that they feel the colors do meet Oro Valley's
sign code guidelines and request that the colors are approved.
Mark Lewis, 11810 N. Copper Butte Drive, stated that he thought the applicant did not handle
the Development Review Board hearing properly and that they seemed to be unwilling to make
any concessions. He also stated that he stayed at a Holiday Inn in the San Diego area which did
not have the bright rainbow colored sign, but the hotel was at full capacity. He stated that he
feels the project can be successful in Oro Valley without bright colors on their signs.
Jas Khaueura, 6751 E. Broadway, stated that they wanted to build the hotel in the right way but
franchise rules with Holiday Inn must be followed. He stated that they did not want to be an
eye-soar to Oro Valley. In answer to questions from Vice Mayor Parisi, Mr. Khaueura stated that
Scottsdale, Sedona, Fountain Hills, and Prescott all have similar Holiday Inn Express signs.
MOTION: Council Member Skalsky MOVED to uphold the Development
Review Board's decision on OV 13-98-49, Holiday Inn Express Permanent Signs.
Council Member Butrico SECONDED the motion.
DISCUSSION: Vice Mayor Parisi stated that he worked on the Sign Code with the Arts
Advisory Board and the Chamber of Commerce. He said that when the Sign Code was changed
a year ago, they were looking at signs that fit the Town, but also allowing creativity in the logos.
They realized that people have ownerships of their logos and color was a matter of choice.
Florescent colors are not allowed, but the colors submitted by the applicant do not violate the
Sign Code as it pertains to logos.
Council Member Skalsky stated that everyone should be treated equally. She stated that Smith's
and Fry's have done well without bright sign colors and she felt that the subtle, earth tone colors
provide a consistent tone and provide a pleasing look.
Council Member Butrico stated that he seconded the motion because he felt more subdued colors
should be considered and consistent with the earth tones on the existing signs in Oro Valley.
Council Member Kautenburger stated that he feels everyone wants to follow the Sign Code
,
05/06/98 Minutes, Council Regular Session 8
guidelines. He said that staff has reported that the colors as submitted by the Holiday Inn
Express follow the Town's Sign Code color guidelines.
CALL FOR THE QUESTION:
Council Member Skalsky - yes
Vice Mayor Parisi - no
Mayor Johnson - no
Council Member Kautenburger - no
Council Member Butrico - yes
Motion failed, 3 - 2.
MOTION: Vice Mayor Parisi MOVED to approve the appeal of the
Development Review Board's decision on OV 13-98-49,permitting the Holiday Inn
Express permanent signs as proposed by the applicant. Council Member
Kautenburger SECONDED the motion.
DISCUSSION: Council Member Skalsky questioned why they worked on the Sign Code for ten
years, why there was a Development Review Board, why a special committee was formed, and
why opinions of the citizens were solicited and then to submit to pressures for a sign and change
the entire plan and not uphold the recommendations of the Development Review Board.
Vice Mayor Parisi stated that when the Sign Code changes were first proposed to allow colors
in logos, sign approval was not going to go before the DRB. The Development Review Board
wanted to review the signs and so it was decided that the DRB would provide the Council with
another opinion. He stated that they wanted to have a sign code that would protect the Town and
the people from bright colors. He stated that the sign does meet the criteria of the Sign Code.
ROLL CALL VOTE:
Council Member Skalsky - no
Vice Mayor Parisi - yes
Mayor Johnson - yes
Council Member Kautenburger - yes
Council Member Butrico - no
Motion carried, 3 - 2.
7. PUBLIC HEARING - ORDINANCE NO. (0)98-12 AMENDMENTS TO THE ORO
VALLEY ZONING CODE REVISED, AMENDING CHAPTER 5, ZONING DISTRICTS,
AND CHAPTER 8, COMMERCIAL DISTRICT REGULATIONS ADDING A NEW
ARTICLE PARKS AND OPEN SPACE DISTRICT
05/06/98 Minutes, Council Regular Session 9
Community Development Director Don Chatfield stated that several parcels of land have been
designated for future park development within the Town. The Parks, Open Space, and Recreation
element of the General Plan identifies these parcels and provides recommendations for future
development. He explained that the Town does not currently have a zoning district that is
specifically designed for parks and open space development, but by establishing a Parks/Open
Space district the Town will be able to classify, regulate, restrict and separate the uses of land
of park and open spaces. Mr. Chatfield explained that the district is intended primarily for those
areas of the Town where it is desirable and necessary to provide parks and open spaces.
Mr. Chatfield stated that a status report was presented to the Parks and Recreation Advisory
Board. The Board's recommendations have been incorporated into the draft ordinance. Mr.
Chatfield stated that the Planning and Zoning Commission and staff recommend approval of the
amended text for Chapters 5 and 8 to the Zoning Code.
Mayor Johnson opened the public hearing. There being no speakers, the public hearing was
closed.
MOTION: Council Member Kautenburger MOVED to approve Ordinance(0)98-
12, adopting amendments to Chapter 5, Zoning Districts, and Chapter 8,
Commercial District Regulations adding a new article, Parks/Open Space District
as presented. Council Member Butrico SECONDED the motion.
ROLL CALL VOTE:
Council Member Skalsky - Yes
Vice Mayor Parisi - Yes
Mayor Johnson - Yes
Council Member Kautenburger - Yes
Council Member Butrico - Yes
Motion carried, 5 - 0.
8. RESOLUTION NO. (R)98-27 DECLARING AS A PUBLIC RECORD THAT CERTAIN
DOCUMENT KNOWN AS "AMENDMENTS TO THE 1996 GENERAL PLAN FOR
THAT PARCEL KNOWN AS A PORTION OF RANCHO VISTOSO NEIGHBORHOOD
11"
Community Development Director Don Chatfield explained that if Council elects to adopt the
land use designations as presented in Ordinance No. (0)98-13, adoption of Resolution No. (R)98-
27 must be adopted to make said amendments a matter of public record.
MOTION: Council Member Skalsky MOVED to approve Resolution No. (R)98-
27, making that document known as "Amendments to the 1996 General Plan for
that parcel known as a portion of Rancho Vistoso Neighborhood 11", a public
05/06/98 Minutes, Council Regular Session 10
record. Council Member Kautenburger SECONDED the motion.
ROLL CALL VOTE:
Council Member Skalsky - Yes
Vice Mayor Parisi - Yes
Mayor Johnson - Yes
Council Member Kautenburger - Yes
Council Member Butrico - Yes
Motion carried, 5 - 0.
9. PUBLIC HEARING - ORDINANCE NO. (0)98-13 OV9-98-2A AMENDMENTS TO
TIE 1996 GENERAL PLAN FOR THAT PARCEL KNOWN AS A PORTION OF
RANCHO VISTOSO, NEIGHBORHOOD 11
Community Director Don Chatfield stated that the portion of Rancho Vistoso Neighborhood 11
parcel referred to in Ordinance No. (0)98-13 is about 1,320 acres in size. The General Plan
designates the area as a combination of Low Density Residential, Rural Low Density Residential,
Open Space and a Resort designation. He stated that Vistoso Partners has requested a General
Plan amendment for 3 items:
1. To increase the density of residential uses and change the configuration of
residential and open space areas in the north portion. They indicate a decrease in
total number of residential units. The applicants concept letter shows more open
space in the steep sloped, central areas and more residential use in the area that
is currently designated as open space.
2. Relocate the designate resort form its central location to the southeast portion
3. Rearrange the open space areas associated with the golf course to change the
27-hole course to an 18-hole course and add a 9-hole golf course on the west side.
Mr. Chatfield referenced a computer generated map and displayed the current General Plan and
the applicant's proposal and the Planning and Zoning Commission's recommendations.
Mr. Chatfield stated that the Planning and Zoning Commission met on April 7, 1998 and they
voted to recommend approval of a General Plan amendment only for those areas in Neighborhood
11 that have to do with relocating the designated resort from its central location to the southeast
portion and adding a 9-hole course on the west side. He explained that the Commission
recommended to deny the remainder of the request dealing with the density and reconfiguration
of the residential and open spaces until further studies are completed.
Mr. Chatfield stated that staff recommends that once the studies have been completed by the
applicant, that the remainder of the request be referred back to the Commission for their
consideration before presentation to the Council. Mr. Chatfield explained that the applicant is
requesting that it not be referred back to the Commission.
05/06/98 Minutes, Council Regular Session 11
Mr. Chatfield further explained that public dedication of trails has been an issue. The Parks,
Open Space and Trails (POST) Plan shows trails through the area. He stated that it is
recommended that there be public ownership of trails that provide adequate access to Tortolita
Mountain Park. He explained that Pima County Parks and Recreation has expressed concerns
regarding maintaining the Open Space designation in the north section of the property and have
suggested that collaboration on management of Honey Bee Canyon. Mr. Chatfield stated that the
applicant has suggested that they might be willing to dedicate Honey Bee Canyon to the Town
when the Town has the staff to manage it appropriately. He explained that staff felt it was
important to have dedication of the canyon immediately and by collaborating with the County,
the resources for managing the area would be possible.
Charles Hulsey, The WLB Group, representing Vistoso Partners, stated that they were basically
in agreement with the staff report. He stated that they agree that development in the northern
area should be delayed until studies on wildlife corridors are completed. He explained that they
would request that once the studies are completed, that the proposal comes back to Council and
not be referred back to the Planning and Zoning Commission. He explained that they are
working with Pima County Parks and Recreation to determine the appropriate trail system is for
northern Rancho Vistoso.
Mayor Johnson opened the public hearing.
Patty Estes, 11700 N. Joi Drive, stated that she supports the Planning and Zoning Commission's
recommendations. She stressed the value of open space in the northern portion of Neighborhood
11 and stated that the open space is important due to its close proximity to Tortolita Mountain
Park and Honey Bee Canyon.
Martha Pearce, 11449 N. Mandarin Lane, requested that Council uphold the Planning and Zoning
Commission's recommendations. She stated that the citizens have expressed their desires to
preserve open space.
Carl Boswell, 11700 N. Joi, expressed his support of the Planning and Zoning Commission's
findings. He stated he was concerned with the development of the 9-hole golf course as the
proposed trail into Tortolita Mountain Park is currently designated for that area.
Mayor Johnson closed the public hearing.
Charles Hulsey stated that Vistoso Partners suggested that the item regarding open space be
continued to allow for all studies to be completed. He further explained that they have been
working with Pima County to establish the trail that Mr. Boswell was concerned about. It will
be dedicated to Pima County Parks prior to any development by the applicant. He stated that the
consideration of the open space is referred to as natural, undisturbed, dedicated open space. Mr.
Hulsey explained that when the plan for Rancho Vistoso was developed, it was determined that
the slopes and boulders were too difficult to build on, so it was then set aside as just open space.
He stated that it was never intended to be part of a park, but simply open space for Rancho
05/06/98 Minutes, Council Regular Session 12
Vistoso. He stated that they also recommend that dedication of Honey Bee be made to the Town
at such time the Town has staff to manage the area.
Vice Mayor Parisi stated that he felt strongly about preserving Honey Bee Canyon and
encouraged moving density away from the canyon. He stated that Council should trust staff to
work with the developer to protect the area and work together to overcome obstacles.
MOTION: Vice Mayor Parisi MOVED to adopt Ordinance (0)98-13,
Amendments to the 1996 General Plan for that parcel known as a portion of
Rancho Vistoso Neighborhood 11 in accordance with Exhibits "A" and "B".
A) - MAP ATTACHED TO END OF MINUTES
B) 1. Due to the revision of open space, consideration shall be given to planning issues such
as wildlife corridors, vegetation, viewsheds, Honey Bee Canyon, and buffering future park areas.
The development shall be consistent with the policies of the Honey Bee Canyon Management
Plan and shall include studies to determine and mitigate impacts on wildlife. Visual impact
studies are also necessary.
2. Lower densities shall be provided adjacent to potential public park areas. Development
around Tortolita Mountain Park is limited to a density of no more than 0.2 dwelling units per
acres.
3. Public dedications for trails and trailheads consistent with the POST Plan and the
Tortolita Mountain Park Plan are required.
Council Member Skalsky SECONDED the motion.
DISCUSSION: Vice Mayor Parisi stated that he felt staff could adequately work with the
developer and the item should not be "picked apart", and did not want it to be referred back to
the Planning and Zoning Commission before final presentation to Council.
ROLL CALL VOTE:
Council Member Skalsky - yes
Vice Mayor Parisi - yes
Mayor Johnson - yes
Council Member Kautenburger - yes
Council Member Butrico - no
Motion carried, 4 - 1.
Council Member Butrico stated that he felt the studies should be referred back to the Commission
for their review before coming back to the Council.
•
05/06/98 Minutes, Council Regular Session 13
10. PUBLIC HEARING - ORDINANCE NO. (0)98-14 AMENDING THE RANCHO
VISTOSO PLANNED AREA DEVELOPMENT FOR NEIGHBORHOOD 11, GOLF
COURSE RECONFIGURATION, PARIQRECREATION AREA REQUIREMENT,
REALIGNMENT OF EQUESTRIAN/HIKING TRAIL,REVISION OF NON-BUILDABLE
LIMITS, RELOCATION OF RESORT SITE, INCLUSION OF NEIGHBORHOOD 13,
PARCELS C AND D IN NEIGHBORHOOD 11, REVISION OF ROADWAY CROSS-
SECTIONS, REVISION OF STREET ALIGNMENTS IN NEIGHBORHOOD 10, AND
DEVELOPMENT OF NEIGHBORHOOD 11 POLICIES
Community Development Director Don Chatfield stated that Rancho Vistoso was annexed into
the Town in 1987 with a zoning of Planned Area Development (PAD) approved by Council. He
stated that the applicant's request for a PAD amendment relates to Neighborhood 11 of Rancho
Vistoso and addresses nine separate issues. He stated that the Planning and Zoning Commission
held a public hearing on March 3, 1998 and voted to recommend approval of six of the changes
with some amendments to staff language. Mr. Chatafield further stated that staff supports the
Commission's recommendations subject to the conditions listed in Exhibits "A" and "B". He
stated that staff recommends that the issues of park/recreation area requirement, realignment of
equestrian/hiking trail, and revision of non-buildable limits be referred back for a public hearing
before the Planning and Zoning Commission.
Vice Mayor Parisi recessed the meeting at 8:58 p.m. Mayor Johnson resumed the meeting at
9:08 p.m.
Charles Hulsey, The WLB Group, representing Vistoso Partners, stated that they are proposing
to build a golf course in the center of Neighborhood 11 which promises to be one of the most
dramatic courses in the country. They are working under state rules regarding water usage with
their goal to be under those established numbers. He stated that the heart of the proposed gated
community will be the golf course with a resort on the eastern boundary.
Mayor Johnson opened the public hearing.
Patty Estes, 11700 N. Joi Drive, stated that if we wanted to save Honey Bee Canyon, it would
need to be managed. She stated that she felt the County should be given the ability to manage
the canyon as a natural preserve. Ms. Estes said that the County will be managing BLM land
as part of Tortolita Mountain Park, so they should be able to also manage Honey Bee Canyon.
She urged Council to refer the unresolved items back to the Planning and Zoning Commission.
Mayor Johnson closed the public hearing.
Mr. Hulsey referenced Exhibits "A" and "B" and requested that the limit of rooms be set at 450
rooms at the resort. He also stated that they had originally proposed a bike trail through the first
phase of the project, but due to safety reasons, they are now requesting to change to a pedestrian
trail. Mr. Hulsey stated that they have requested that the private driveways serve
6 units instead of 4. He also suggested that they work with the owners of Neighborhood 10 to
05/06/98 Minutes, Council Regular Session 14
help eliminate a portion of Woodshade Road and possibly designate it as a riparian area.
MOTION: Council Member Skalsky MOVED to approve Ordinance No. (0)98-
14, OV9-98-2A, a six-part PAD amendment request for Neighborhood 11, Rancho
Vistoso, relating to golf course reconfiguration, relocation of resort site, inclusion
of Neighborhood 13, Parcels C and D in Neighborhood 11, revision of roadway
cross-sections, revision of street alignments in Neighborhood 10, and development
of Neighborhood 11 policies, with those conditions listed in Exhibits "A" and "B"
with the exception of: Item 5., change 4 lots to 6 lots, Item 4., the bike trail will
be changed to a pedestrian trail with the width to be determined by the lay of the
land anywhere from 5 feet to 12 feet. The issues of the park/recreation area
requirement, realignment of equestrian/hiking trail will be referred back to
Council. The limit of rooms shall be 450. The road referred to by Mr. Hulsey
(Woodshade Road) shall be considered as a riparian area rather than paved.
A) 1. Development of the resort site shall be limited to 450 rooms. No fireworks, stables,
all terrain vehicles, or trails near Honey Bee Canyon shall be permitted. The resort shall not
promote the use of Honey Bee Canyon as a recreation amenity for its guests.
2. Golf cart path design dependent upon access to public streets will be permitted, subject
to approval of the Planning and Zoning Administrator.
B) 1. The applicant shall provide staff with a traffic analysis that evaluates the traffic
circulation impact of proposed new road alignments. the analysis shall also provide the rationale
for the proposed alignment and proposed street sections.
2. Vistoso Highlands Drive shall be constructed to match the existing section from its
current termination to the gated entrance.
3. Any roads proposed for dedication to the public shall be constructed to match the
criteria for right-of-way width and street section previously approved for Neighborhoods 12, 11,
and 13 in an earlier PAD amendment. (Note that the existing right-of-way and pavement section
for Vistoso Highlands Drive meet the approved criteria.)
4. The pedestrian trail for the proposed private collector/loop section shall have a width
to be determined by the lay of the land anywhere from 5 feet to 12 feet.
5. As permitted in other areas of the Rancho Vistoso PAD, the private drive section shall
provide 12-foot lanes and serve a maximum of 6 lots.
6. On street parking along local streets have 12-foot lanes shall be prohibited. The
applicant shall work with Department of Public Works staff to find a mutually acceptable means
of informing residents and their guests of this prohibition.
7. The Department of Public Works and Planning and Zoning Department staffs shall
approve final configuration of the reduced length of the Woodshade Road alignment which will
be considered as a riparian area rather than paved.
8. The applicant shall revise the development plan to show the new alignment for
Woodshade Road.
9. The applicant shall provide staff with written documentation from the owners of
Neighborhood 10, Parcel M and the northern undeveloped portions of parcels K & L indicating
05/06/98 Minutes, Council Regular Session 15
their acknowledgement of and concurrence with the proposed revision to Woodshade Road.
10. At grade or dip road crossings shall meet the Town of Oro Valley Subdivision Street
Standards and Floodplain Management Code, However, no at grade or dip road crossings shall
be permitted over washes with a Q100 greater than 500 cfs.
11. The last sentence in section 9.B. of the Neighborhood 10 and 11 Policies shall be
revised to make the meaning clear. Both Department of Public Works and Planning and Zoning
Department staff shall approve the proposed revised language.
12. Emergency service providers have expressed interest in seeing emergency access
provided to parcels AU, AV, AW, AX, AY and AZ from the south. The applicant shall explore
possible alternatives and find a solution satisfactory to the emergency service provider(s) prior
to development of parcels AU, AV, AW, AX, AY and/or AZ.
Vice Mayor Parisi SECONDED the motion.
ROLL CALL VOTE:
Council Member Skalsky - aye
Vice Mayor Parisi - aye
Mayor Johnson - aye
Council Member Kautenburger - aye
Council Member Butrico - nay
Motion carried, 4 - 1.
Council Member Butrico stated that the park/recreation area requirement, realignment of
equestrian/hiking trail should be referred back to the Planning and Zoning Commission.
11. OV12-98-1 STONE CANYON GOLF COURSE, RANCHO VISTOSO
NEIGHBORHOOD 11 DEVELOPMENT PLAN
Community Development Director Don Chatfield stated that Stone Canyon Golf Course is located
in Rancho Vistoso Neighborhood 11 and is approximately 239 acres in size and lies north and
west of the existing Golf Club at Vistoso. The golf course, along with a resort and a variety of
single family homes within a private gated community are part of conceptual plan that are being
proposed for the PAD. He explained that the PAD amendment was approved by Council on
April 8, 1998. The amendment changed the alignment of four golf holes and allowed the
developer to remove some mounds of boulders that exceeded the 25% slope.
Mr. Chatfield explained that the 18 hole golf course has been laid out to fit generally into the
existing contours of the site and to preserve most boulder outcroppings. He stated that the golf
course is subject to the requirements of the golf course overlay zone with the exception of the
irrigation requirements and the riparian habitat protection overlay district. He stated that the golf
course overlay zone contains requirements for a water analysis and irrigation supply, including
efforts to secure an alternate source of water and schedule for availability. He explained that the
05/06/98 Minutes, Council Regular Session 16
Supplemental Agreement between the Town and Vistoso Partners at time of the water company
purchase addresses this issue and exempts them from certain provisions of the golf course overlay
district.
Mr. Chatfield stated that a Riparian Habitat Study and Mitigation Plan were required. The study
identified two holes where there was riparian habitat to be protected. He explained that a
Mitigation Plan is under review by the Planning and Zoning Administrator. He said that the PAD
requires that areas of 25% slope or greater be set aside as non-buildable areas. Mr. Chatfield
explained that the design of the golf course requires that some tee boxes, and other parts of the
golf course encroach into the non-build area. The Planning and Zoning Administrator has
approved limited encroachment into the 25% slope areas, with an equal amount of buildable area
designated on the development plan as open space. He explained that staff will be involved in
monitoring all stages of construction, as layouts for the hole and envelopes may be expected to
be adjusted until completion.
Mr. Chatfield stated that the Development Review Board and staff recommend approval of Stone
Canyon Golf Course development plan with conditions listed in Exhibits "A" and "B".
Council Member Butrico stated that everyone shares the concern for conserving groundwater and
are mindful of the provisions of the golf course ordinance to stop the use of groundwater on golf
courses by the year 2000. He explained that there are ongoing negotiations to purchase reclaimed
water. He stated that a leasing type arrangement where we can recharge CAP water into an
. aquifer and obtain water storage and recovery permits is also an option.
Vice Mayor Parisi stated that he felt the applicant needs to make a commitment to the Town
regarding alternative water.
In answer to a question from Vice Mayor Parisi, Town Engineer David Hook explained that the
area is not identified as an ideal place for a water reservoir. A lower location has been currently
identified.
Mr. Hulsey explained that they have a reservoir set up for the golf course. He also stated that
the existing lake has been set up with effluent lines and they will continue those lines with a
pumping station up to the new reservoir when effluent or CAP water is available. He also
explained that state law limits them to 2 1/2 acres of storage which have been proposed. He also
stated that Vistoso Partners are already purchasing CAP water,credits on the existing golf course.
Council Member Butrico stated that the Bureau of Reclamation is looking into "assurance of
reliability of CAP reservoir" in the area.
Hector Conde, 14040 N. Lobelia, stated that the use of drinking water on golf courses needs to
be addressed by the Town. He said that the Town is using one third of the total Town usage on
golf courses and that the water table is receding four feet a year. He recommended
05/06/98 Minutes, Council Regular Session 17
that the Town direct the Legal Department to look into placing a moratorium on using potable
water on golf courses.
Paula Abbott, 12700 N. Bandanna Way, expressed her concerns about using drinking water on
golf courses. She stated that golf courses should be required to use alternative sources of water
as we can not afford to compromise our water resources.
Town Attorney Tobin Sidles explained that in 1996 the Town decided to buy some water
companies one of which was owned by Vistoso Partners. He explained that as part of the
purchase agreement, a supplemental agreement was entered into regarding the use of drinking
water on golf courses. State law allowed Vistoso Partners to drill their own wells, to withdraw
as much groundwater as they wanted, and to form another water company if they so chose. By
entering into the supplemental water agreement, Vistoso Partners agreed to not do any of the
listed items. The agreement allowed Vistoso Partners to use the groundwater until such time as
an alternative water resource was provided by the Town. He stated that it is still the plan to
provide an alternative water resource by the year 2000.
Charles Hulsey addressed items in Exhibit "A" and "B". He asked that item 2 in Exhibit "A" be
revised to allow them some flexibility to work within the Town ordinances as it relates to the
riparian habitats. He also stated that on item 8, he thought "or" should be added to the Planning
and Zoning Administrator "and/or" the Town Zoning Inspector. Regarding Item 10, he stated that
the along Hole 18 they have requested that the limit on the western boundary be reduced from
200 feet to 150 feet as there is a natural ridge on that side. He also explained that there were
strategic boulder piles and rock outcroppings along Hole 15 that would keep golf balls from being
hit into the home area.
Council Member Butrico stated that he there are two options open for solutions to the water issue:
one is to get reclaimed water from Tucson and the other is the leasing type recharge and recovery
permit arrangement. He stated that either option is open and could be used to solve the water
concerns.
Mr. Hulsey stated that the analysis on vegetation and wildlife as referred to in Condition 11 has
been submitted to the Town. He also asked that the temporary fencing referred to in Condition
3 exclude the orange snow fencing as a type of fencing.
MOTION: Council Member Skalsky MOVED to approve OV 12-98-1, Stone
Canyon Golf Course Rancho Vistoso Neighborhood 11 Development Plan, subject
to those conditions listed in Exhibits "A" and "B" with the exception of deleting
conditions 2 and 11. In Condition 8 add "or" to "and" and Condition 3 add
"exclude snow fencing." (Exhibits "A" and "B" attached to end of minutes.) Vice Mayor
Parisi SECONDED the motion.
•
05/06/98 Minutes, Council Regular Session 18
ROLL CALL VOTE:
• Council Member Skalsky - yes
Vice Mayor Parisi - yes
Mayor Johnson - yes
Council Member Kautenburger - yes
Council Member Butrico - no
Motion carried, 4 - 1.
Council Member Butrico stated he vote no, as he would like to know which specific options the
Town would pursue in lieu of using ground water.
12. OV12-98-1 STONE CANYON GOLF COURSE, RANCHO VISTOSO
NEIGHBORHOOD 11, NATIVE PLANT SALVAGE AND LANDSCAPE PLAN
Community Development Director Don Chatfield stated that the Native Plant Salvage and
Landscape Plan for Stone Canyon Golf Course has been reviewed by the Development Review
Board. The Board recommended approval at their April 22, 1998 meeting with conditions. He
stated that staff finds the native plant salvage and landscape plan to be in conformance with the
Zoning Code Revised and the goals and policies of the Town's General Plan.
MOTION: Council Member Kautenburger MOVED to approve OV 12-98-1,
Stone Canyon Golf Course Rancho Vistoso Neighborhood 11 Native Plant Salvage
and Landscape Plan, subject to those conditions listed in Exhibit "A". (Exhibit
"A" attached to end of minutes.) Vice Mayor Parisi SECONDED the motion.
ROLL CALL VOTE:
Vice Mayor Parisi - yes
Mayor Johnson - yes
Council Member Kautenburger - yes
Council Member Butrico - yes
Motion carried, 4 - 0.
13. PUBLIC HEARING-ORDINANCE NO. (0)98-15 PROPOSED AMENDMENTS TO
THE ORO VALLEY ZONING CODE REVISED,CHAPTERS 1 AND 3,AS IT PERTAINS
TO RECOMMENDATIONS OF THE AD HOC COMMITTEE ON DEVELOPMENT
REVIEW
Community Development Director Don Chatfield stated that the Ad Hoc Committee on
Development Review was appointed by Council to consider enhancements to the development
review process. The committee's report as approved by Council on September 17, 1997
05/06/98 Minutes, Council Regular Session 19
suggested a variety of code amendments. One set of changes adds language regarding the role
of the Planning and Zoning Commission and the second change provides criteria for staff
approval of minor changes of architecture or landscape plans. He stated that the Planning and
Zoning Commission and staff recommend approval of the changes.
Mayor Johnson opened the public hearing. There being no speakers the public hearing was
closed.
MOTION: Vice Mayor Parisi MOVED to adopt Ordinance No. (0)98-15, the
Amendments to the Oro Valley Zoning Code Revised, Chapters 1 and 3, as it
pertains to recommendations of the Ad Hoc Committee on Development Review,
as recommended by the Planning and Zoning Commission. Council Member
Kautenburger SECONDED the motion.
ROLL CALL VOTE:
Vice Mayor Parisi - yes
Mayor Johnson - yes
Council Member Kautenburger - yes
Council Member Butrico - yes
Motion carried, 4 - 0.
14. PUBLIC HEARING OV9-98-3 SMITH FAMILY REQUEST TO AMEND
TRANSLATIONAL ZONING ON A PARCEL OF LAND (7D) ZONED R-6 (MULTI-
FAMILY RESIDENTIAL) VACANT LANDS EAST SIDE OF ORACLE ROAD
Community Development Director Don Chatfield stated that the property (7D) was annexed into
the Town in 1990. He explained that it was translated into a R-6 zoning which is a multi-family
(apartment) district. He stated that normally office uses are allowed, but the county zoning that
was in place at the time placed a restriction that only residential uses were permitted. He stated
that the Smith family has requested to have the restriction to residential use lifted from their
property as it was removed from the Dome building in 1995. He explained that the Planning and
Zoning Commission and staff recommend approval of the Smith's request to lift restrictions
placed on the translational zoning of Parcel 7D, and to permit all permitted and conditional uses,
regulations and development standards of Oro Valley's R-6 zoning district.
Mayor Johnson opened the public hearing. There being no speakers, the public hearing was
closed.
MOTION: Council Member Kautenburger MOVED to approve OV9-98-3, the
Smith Family request to lift the restrictions placed on the translational zoning of
Parcel 7D (OV9-90-4) to R-6 (restricted). and; henceforth, all permitted and
conditional uses, regulations and development standards of the Oro Valley R-6
05/06/98 Minutes, Council Regular Session 20
zoning district shall be applicable to development of this property. Vice Mayor
Parisi SECONDED the motion.
ROLL CALL VOTE:
Council Member Skalsky - yes
Vice Mayor Parisi - yes
Mayor Johnson - yes
Council Member Kautenburger - yes
Council Member Butrico - yes
Motion carried, 5 - 0.
15. PUBLIC HEARING - ORDINANCE NO. (0)98-16 PROPOSED AMENDMENTS TO
THE ORO VALLEY ZONING CODE REVISED, CHAPTER 2, SECTION 2-101,
DEFINITIONS, CHAPTER 6, ARTICLE 6-2, R1-144 SINGLE FAMILY RESIDENTIAL
DISTRICT, CHAPTER 8,ARTICLE 8-1, PS&C PRIVATE SCHOOLS AND CHURCHES,
CHAPTER 8, ARTICLE 8-2, C-1 COMMERCIAL, CHAPTER 8, ARTICLE 8-3, T-P
TECHNOLOGICAL PARK, AND CHAPTER 8, ARTICLE 8-7, C-2 COMMERCIAL
RELATING TO CEMETERIES AND FUNERAL CHAPELS
• Community Development Director Don Chatfield stated that Planning Staff had been approached
by several parties requesting that the Town consider allowing cemeteries or memorial gardens
within the Town. Staff has prepared proposed amendments to the Zoning Code which would
allow for cemeteries with funeral chapels as a conditional use in the R1-144 district, as a
permitted use in the PS&C district and a permitted conditional use for funeral chapels only in
commercial districts. He stated that the Planning and Zoning Commission and staff recommend
approval of the amendments.
Mayor Johnson opened the public hearing. There being no speakers, the public hearing was
closed.
MOTION: Council Member Skalsky MOVED to adopt Ordinance No. (0)98-16,
the Amendments to the Oro Valley Zoning Code Revised, Chapter 2, Section 2-
101, Definitions, Chapter 6, Article 6-2, R1-144 Single Family Residential
District, Chapter 8, Article 8-1, PS&C Private Schools and Churches, Chapter 8,
Article 8-2, C-1 Commercial, Chapter 8, Article 8-3, TP Technological Park, and
Chapter 8, Article . 8-7, C-2 Commercial, relating to cemeteries and funeral
chapels. Council Member Kautenburger SECONDED the motion.
ROLL CALL VOTE:
Council Member Skalsky - yes
Vice Mayor Parisi - yes
05/06/98 Minutes, Council Regular Session 21
Mayor Johnson - yes
Council Member Kautenburger - yes
Council Member Butrico - yes
Motion carried, 5 - 0.
16. OV12-97-17 COPPER RIDGE I AND II LANDSCAPE/BUFFER YARD PLAN
Community Development Director Don Chatfield stated that the landscape plan presented for
Copper Ridge I and II is in compliance with the General Plan goals and policies. He said that
the Development Review Board recommended approval of the plan on April 14, 1998. Mr.
Chatfield stated that staff also recommended approval of the landscape plan with conditions listed
in Exhibit "A".
Steve Olivero, The WLB Group, stated that they had no problems with the conditions as
presented in Exhibit "A".
MOTION: Council Member Butrico MOVED to approve OV12-97-17, the Final
Landscape and Buffer Yard Plan for Copper Ridge I and II, subject to the
conditions in Exhibit "A".
A) 1. The buffer yards located on private property must be installed and maintained as
outlined on the approved landscape plan. The responsibility for perpetual protection and
maintenance must be outlined in the CC&Rs. A landscape easement shall be added to the final
plat on the portion of lots containing a portion of the buffer yard, specifically: Lots 1-4, 34-47,
46-49, 65-72, 80-85, 104-107, 126, 127, 130, 131, and 150.
2. All landscaped areas must be maintained in a weed-free, trash-free condition.
3. The buffer yard planting densities and screening devices for the enhanced landscape
strips shall be as follows: along the south boundary of Copper Ridge II, 3 canopy trees, 3 shrubs
and 6 accent plants per 100 lineal fee and it must include a berm/wall combination or a 5 foot
masonry wall. Along the east and west property lines of Copper Ridge I, the 25 foot wide
"enhanced" landscape buffer requires 4 canopy trees, 4 shrubs and 6 accent plants with a 40 inch
tall berm or open fence.
4. In the sales contract, inform buyers about buffer yard maintenance, and provide a copy
to planning staff for the file.
5. All conditions listed above shall be addressed as appropriate (i.e., a revised landscape
plan, revision to the plat or copies of sales contract) prior to final plat recordation.
Council Member Kautenburger SECONDED the motion.
ROLL CALL VOTE:
Council Member Skalsky - yes
Vice Mayor Parisi - yes
05/06/98 Minutes, Council Regular Session 22
Mayor Johnson - yes
Council Member Kautenburger - yes
Council Member Butrico - yes
Motion carried, 5 - 0.
17. APPEAL FOR RECONSIDERATION TO INITIATE AN AMENDMENT TO THE
TOWN OF ORO VALLEY GENERAL PLAN FOR THE AREA KNOWN AS RANCHO
VISTOSO NEIGHBORHOOD 10, PARCEL H
Community Development Director Don Chatfield stated that the Planning and Zoning
Commission held a public hearing on April 7, 1998, regarding a request to amend the General
Plan for Rancho Vistoso Neighborhood 10, Parcel H. The Commission voted to deny the
initiation of the amendment. He explained that the Zoning Code provides for an appeal by the
applicant to Council; therefore, the applicant and consultant have requested that Council
reconsider the request to initiate the change to the General Plan.
Mr. Chatfield explained that the parcel is 14 acres in size. The landowner is requesting a change
from Medium Density Residential (MDR) to Resort designation to allow a resort to be built on
the parcel. He stated that if the Mayor and Council elect to initiate the proposed amendments,
staff will evaluate the amendments and prepare necessary background materials. He explained
that one issue that raised concerns for the Commission was that the consultant represented that
these would be timeshare units, but the applicant has since clarified that it is a full resort.
Gary Martinson, 3531 E. Hermosa Vista Drive, Mesa, developer and owner of Mirage Homes,
referenced an aerial site map and topography map. He stated that his company would be the
designers and builders of the project and Trend West World Mark the Club will be the owners
of the development. He explained that the resort area would be developed with five different
model types that range from studios to three bedrooms units. The project will provide ample
open space and many amenities.
Dick Maes, Vistoso Partners, stated that the Partners have reviewed the project and are 100%
behind it. He stated that it would fit in with the area and is a good use for the property.
In answer to a concern from Council Member Butrico, Mr. Maes stated that he has good
experiences with timeshare units, and good management and maintenance will maintain the
quality of the property.
MOTION: Council Member Skalsky MOVED to initiate an amendment to the
Oro Valley General Plan, and direct staff to set the public hearing for the June 2,
1998 meeting of the Planning and Zoning Commission. Vice Mayor Parisi
SECONDED the motion.
05/06/98 Minutes, Council Regular Session 23
ROLL CALL VOTE:
Council Member Skalsky - yes
Vice Mayor Parisi - yes
Mayor Johnson - yes
Council Member Kautenburger - yes
Council Member Butrico - yes
Motion carried, 5 - 0.
18. LINDA VISTA ROAD/ORACLE ROAD SIGNAL INSTALLATION
Town Engineer David Hook stated that the Town in conjunction with Amphitheater School
District and the Arizona Department of Transportation are ready to move forward with a traffic
signal at the intersection of Linda Vista Road and Oracle Road. He stated that staff recommends
award of the design contract to Parsons Brinkerhoff Quade and Douglas.
MOTION: Council Member Skalsky MOVED to enter into the contract with
Parsons Brinkerhoff Quade and Douglas, Inc. for preparation of construction
drawings for the installation of traffic signals at the intersection of Linda Vista
Road and Oracle Road. Vice Mayor Parisi SECONDED the motion.
ROLL CALL VOTE:
Council Member Skalsky - yes
Vice Mayor Parisi - yes
Mayor Johnson - yes
Council Member Kautenburger - yes
Council Member Butrico - yes
Motion carried, 5 - 0.
19. MENDIBLES VS. ORO VALLEY LAWSUIT SETTLEMENT PROPOSAL
Town Attorney Tobin Sidles explained that Council was briefed during Executive Session on the
Medibles case which was an accident involving a Town vehicle. He stated that the Town is
covered by its insurance company.
MOTION: Vice Mayor Parisi MOVED to deny the settlement agreement.
Council Member Skalsky SECONDED the motion.
ROLL CALL VOTE:
Council Member Skalsky - yes
05/06/98 Minutes, Council Regular Session 24
Vice Mayor Parisi - yes
Mayor Johnson - no
Council Member Kautenburger - no
Council Member Butrico - no
Motion failed, 3 - 2.
MOTION: Council Member Butrico MOVED to approve the settlement
agreement. Council Member Kautenburger SECONDED the motion.
ROLL CALL VOTE:
Council Member Skalsky - no
Vice Mayor Parisi - no
Mayor Johnson - yes
Council Member Kautenburger - yes
Council Member Butrico - yes
• Motion carried, 3 - 2.
20. 1998 WATER UTILITY COMMISSION ANNUAL REPORT
Town Engineer David Hook stated that the complete 1998 Water Commission Annual Report has
been submitted to Council for their review. The Commission has recommended that a Study
Session be held with the Council regarding the report and its specific recommendations.
Valerie Hoyt, 9740 N. Horizon Vista, Chair, stated that the water consultant has agreed to meet
with the Council and the Water Utility Commission to review the report.
Council commended the Commission for their work and thanked them for their time spent on the
Annual Report.
MOTION: Council Member Butrico MOVED to accept the Oro Valley Water
Utility Annual Report, dated April 1998, as presented, and directed staff to
schedule a joint study session with the Water Utility Commission to review their
recommendations prior to completing the Council's budgeting and rate review
process. Council Member Kautenburger SECONDED the motion.
DISCUSSION: Council Member Skalsky asked that staff publicly recognize the Water Utility
Commission for their work.
ROLL CALL VOTE:
Council Member Skalsky - yes
05/06/98 Minutes, Council Regular Session 25
Vice Mayor Parisi - yes
Mayor Johnson - yes
Council Member Kautenburger - yes
Council Member Butrico - yes
Motion carried, 5 - 0.
TOWN MANAGER'S REPORT
No report.
ENGINEER'S REPORT
No report.
FINANCE DIRECTOR'S REPORT
No report.
COMMUNITY DEVELOPMENT DIRECTOR'S REPORT
No report.
POLICE CHIEF'S REPORT
No report.
COUNCIL COMMITTEE REPORTS
No reports.
CALL TO AUDIENCE
Gary Leeks, 1381 W. Rose Quartz Place, stated that he has submitted for a business license for
operation of an ice cream truck in the Town. He explained that the Town Code requires that he
receive Council approval to operate a truck on the streets and that he needed a Council sponsor
to move forward.
Council Member Skalsky stated that she would sponsor Mr. Leeks request.
ADJOURNMENT
MOTION: Council Member Kautenburger MOVED to adjourn at 10:25 p.m.
Council Member Butrico SECONDED the motion. Motion carried, 5 - 0.
05/06/98 Minutes, Council Regular Session 26
Respectfully submitted,
(-----
)C
3(4.0,----...-,„ ---5L)..../
Roxana Garrity, Deputy Town Cle
I hereby certify that the foregoing minutes are a true and correct copy of the minutes of
the regular meeting of the Town Council of Oro Valley, Arizona held on the 6th day of
May, 1998. I further certify that the meeting was duly called and held and that a quorum
was present.
Dated this day of , 1998
Kathryn E. Cuvelier, CMC
Town Clerk
t
EXHIBIT "A" Item # 9
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EXHIBIT — A
Exhibit "A" Item 11
EXHIBIT "A"
CONDITIONS OF APPROVAL
OV 12-98-1
STONE CANYON GOLF COURSE
(RANCHO VISTOSO, NEIGHBORHOOD 11)
DEVELOPMENT PLAN
1. There shall
be no encroachment into the dedicated natural open space, with the exception of the
areas developmentplan. trample on the A tram le zone, not to exceed 5 feet in depth, may
be permitted.
-----in-no-caste-may- Just t---field-ad' meat-be-made--t-e--ems -r}ga an-habitat-oma ilcl e
-c s.._
3. Temporary fencingshall be erected to protect all riparian areas within the golf course envelope
P rY
not scheduled to be disturbed, prior to any site disturbance. The type and location of the
fencing shall be approved by the Town's Zoning Inspector, excluding snow fencing.
plan,P
A revised development as well as architecture, shall be submitted prior to construction of
the clubhouse and maintenance buildings, yards, storage or refuse areas.
approved byTown Council on April 8, 1998: grading plans are to be
�. Per the PAD amendment p
modified to preserve the areas of natural open space, which fall within the envelopes, in a
natural state, insofar asP ossible. Minimal encroachment is to be permitted for golf cart paths
and minor field adjustments may be made to assure protection and golf course playability.
6. Any significant nificant changes to the approved development plan must be submitted and reviewed by
planning staff.
7. As-builtP lan must be submitted to the Oro Valley Planning Department following completion
of construction.
8. Per the PAD amendment approved by Town Council April 8, 1998: Incidental mounds within
theolf hole envelopes may be approved for removal or modification subject to the approval of
g P
the Planning and Zoning Administrator and the Town's Zoning Inspector. •
and/or
9. The applicant shall reimburse the Town time, material and service cost for having personnel of
the Town's choice (a consultant or Town staff) in the field for oversight of this "as built"
project.
applicant mustprovide a response to issues raised.bythe golf course architect, prior to the
10. The p
Town Council meeting. _
-1-1-----An-.analy-sus-of-the-eff -a€--golf flevelopment--opt
lien end-wi fe-m
pr- i44d-liar-tom-the-T-own-Cet -meeting.---
Exhibit "B" Item 11
EXHIBIT"B"
Town Council Meeting: May 6, 1998
Town Engineer Conditions for Approval
Development Plan: Stone Canyon Golf Course
OV12-98-01
RECOMMENDATIONS
Department of Public Works staff has reviewed the Development Plan for this project and has no objections
to approval subject to the following conditions:
1. All existing or proposed easements that affect or benefit this property shall be shown.
2. All utilities lying outside of the road right-of-way shall be placed in utility and maintenance easements.
3. Any offsite sewer easements benefiting this property shall be executed and recorded prior to
operation of the golf course.
4. All existing R.O.W.(s)/Easement(s) adjacent to the site shall be labeled. The dimensions and recording
information shall be specified.
5. All R.O.W and easements to be dedicated for this project shall be clearly identified on the development
plan.
6. Vistoso Highlands Drive shall be constructed to match the existing section from its current termination to
the gated entrance.
7. If roads are to be constructed as a part of this project, the applicants engineer shall ensure that vertical
and horizontal street design meets the Town of Oro Valley Subdivision Street Standards.
8. If automobile parking for the golf course is required beyond the existing club house, then that section of
Vistoso Highlands drive and/or the Club House Road providing access to the parking area shall be
constructed prior to operation of the golf course.
9. Should construction of the Club House Road be part of this development plan, then horizontal and
vertical data on said road shall be provided on the development plan. The typical road section to be built
shall also be provided on the development plan.
10. A turnaround shall have to be provided at all gated entrances(if any)to this site. The tumaround(s) shall
be designed to accommodate an SU-30 vehicle.
11. Any roads proposed for dedication to the public shall be constructed to match the criteria for right-of-way
width and street section previously approved for Neighborhoods 12, 11 and 13 in an earlier PAD
amendment(Note that the existing right-of-way and pavement section for Vistoso Highlands Drive meet
the approved criteria).
12. At grade or dip road crossings shall meet the Town of Oro Valley Subdivision Street Standards and
Floodplain Management Code. However, no at grade or dip road crossings shall be permitted over
washes with a Qi oo greater than 500 cfs.
13. A final geotechnical report along with a pavement design report shall be provided to DPW staff.
14. General Note#26 shall be revised to reference the correct geotechnical report.
15. Additional emergency access ways or facilities requested by emergency service providers shall be
provided.
16. Post development HEC-2 cross-sections shall be shown and labeled the on the plat. The corresponding
100-year water surface elevation shall be clearly annotated.
17. The applicants engineer shall address all comments from Arroyo Engineering dated February 9, 1998 in
a revised and detailed drainage report.
18. The 100 year floodplain limits symbol used on the plan shall be consistent with the symbol in the legend.
19. A cross-section detail for a typical golf cart path shall be provided on the development plan.
20. A cross-section detail for a typical golf cart path wash crossing shall be provided on the development
plan.
21. The applicants engineer shall ensure all boundary survey bearings and distances shown on the plan are
consistent with the title report.
22. At least two ties with survey data to section or quarter corners shall be provided on the development
plan.
23. The applicant shall provide water utility personnel with a `game' plan for getting effluent line to the new
golf course lake.
24. Although the new golf course lake is in the water utility "H" zone, the water utility wants to serve it with
"G"zone water. The necessary infrastructure shall have to be in place to accomplish this.
25. It should be noted that in order to serve water to the most northern portions of Neighborhood 11 in the
future, an "I" zone booster shall have to be constructed. The planning for the proper waterline size(s)
and power requirements shall be done now.
26. In an effort to make immediate in the field construction adjustments an 'as built' process is being
proposed for this project. Should this process require continual in the field engineering oversight by
Department of Public Works personnel, the applicant shall reimburse the Town time, material and service
cost for having personnel of the Town's choice (a consultant or Town staff) and necessary field testing
associated with oversight of this project.
=- Town ngineer 4-AL
Word document\TCRPT\TC129801 DP
Exhibit "A" Item 12
EXHIBIT "A"
DRB CONDITIONS OF APPROVAL
OV12-98-1
STONE CANYON GOLF COURSE
(RANCHO VISTOSO, NEIGHBORHOOD 11)
NATIVE PLANT SALVAGE AND LANDSCAPE PLAN
1. There shall be no encroachment into the dedicated natural open space, with the-exception
P
of the areas identified
on the development plan. A trample zone, not to exceed 5 feet in
depth, may be permitted.
shall be erected to protect all riparian areas within the golf course
. Temporary fencing .
to be disturbed, prior to any site disturbance. The type and
envelope not scheduled
location of the fencing shall be approved by the Town's Zoning Inspector.
reimburse the Town time, material and service cost for having
�. The applicant shall
personnel of the Town's
choice (a consultant or Town staff) in the field for oversight of
this "as built" project.
4. Field adjustment to preservesignificant si 'ficant vegetation or land forms shall be done in
consultation with Planning staff.
5. Any disturbance of riparian areas must be mitigated according to provisions of the
Riparian Habitat ProtectionOverlay District. Disturbance of other washes shall be
mitigated under the Native Plant Salvage requirements.
ted native plants that cannot be salvaged must follow the
6. Replacement of protec
replacement ratio in the Native Plant Salvage requirements.
• whichplants and groups of plants will be preserved in place,
7. Criteria to determine
transplanted or destroyed must be provided.
8. Graphic representation of all elements of the development, including roads, paths, buildings,
• kin areas, as theyrelate to the existing landscaping must be submitted
walls, patios, and par g
as these elements are developed.
9. An irrigation plan,
includingschedules and estimated consumption of water and effluent,
should be provided.
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TOWN OF ORO VALLEY
COUNCIL COMMUIITICATION MEETING DATE: 5/20/98
TO: HONORABLE MAYOR AND COUNCIL
FROM: Tobin Sidles, Town Attorney
SUBJECT: Ratification of Ordinance(0)98-17,Smith family property translational zoning
_- SUMMARY: At the Council meeting of the 6th, the Council held a public hearing and then
approved this measure. However, it was not listed as an Ordinance on the agenda through
an error. This request is to ratify the Councils prior action. All proper legal measures have
been taken, however it does need to be listed as an Ordinance for our records system.
ATTACHMENTS:
1) Ordinance (0) 98-17 and prior Council communication
FISCAL IMPACT:
None
RECOMMENDATIONS:
Acceptance is recommended
SUGGESTED MOTION:
I move that we ratify and approve Ordinance (0) 98-17.
c//
_16
igaat - of De I : inent Head
Town Manager's Review
ORDINANCE NO. (0)98-1 7
AN ORDINANCE AMENDING A CONDITION OF
TRANSLATIONAL ZONING ON THAT PROPERTY
KNOWN AS THE SMITH FAMILY PROPERTY, PARCEL
7D, LOCATED AT 8400 N. ORACLE ROAD; AND
REPEALING ALL ORDINANCES IN CONFLICT
HEREWITH.
WHEREAS, the owners of certain real property known as the Smith Family Property,
Parcel 7D, located at 8400 N. Oracle Road,has requested that a restriction placed On the R-6 zoning
for this property, which restricts the use of the property to residential, 30 units to the acre, be lifted;
and
WHEREAS, the Planning and Zoning Commission, has considered said application for
amendment to the conditions of the R-6 zoning on this property at a duly noticed Public Hearing, in
accordance with State Statue, and having made its recommendations to the Town Council; and
WHEREAS, the Oro Valley Town Council has duly considered the requested amendment
to zoning conditions at a Public Hearing and finds that it is consistent with the Town's General
Plan,Oracle Road Scenic Corridor Specific Plan and other Town ordinances,
NOW, THEREFORE, BE IT ORDAINED BY THE MAYOR AND TOWN COUNCIL OF
THE TOWN OF ORO VALLEY:
SECTION 1. The conditions of zoning placed on the subject property shall be amended
to lift the restriction of use to residential (maximum 30 residences per acre), thus permitting any R-
6 use on the site, pursuant to the development standards set forth in Article 7-5 of the Oro Valley
Zoning Code Revised.
SECTION 2. All development standards of the R-6 zoning district shall be met for the
office use proposed by the applicant and for any future uses proposed for this property.
SECTION 3. That all ordinances and parts of ordinances in conflict herewith be and the
same are hereby repealed to the extent of such conflict;
SECTION 4. That this ordinance and the various parts thereof are hereby declared to be
severable. If any section, sub-section, sentence, clause, word or phrase of this ordinance is, for any
reason, held to be unconstitutional, such holdings shall not affect the validity of the remaining
portion of this ordinance.
SECTION 5. Any person found guilty of violating any provision of this code shall be
guilty of a misdemeanor and, upon conviction thereof, shall be punished by a fine of not to exceed
one thousand dollars or by imprisonment. Each day that a violation continues shall be a separate
offense punishable as hereinabove described.
PASSED AND ADOPTED by the Mayor and Town Council of the Town of Oro Valley,
Arizona this 6th day of May, 1998.
0.e; nii
Dick Jo on, Mayor
ATTEST:
er-tv<J°-
Kathryn Cuvelier, Town Clerk
APPROVED AS TO FORM:
Tobin Sidles,Town Attorney
TOWN OF ORO VALLEY
COUNCIL COMMUNIATION MEETING DATE: May 20, 1998
TO: HONORABLE MAYOR AND TOWN COUNCIL
FROM: Chuck Sweet, Town Manager
SUBJ:: Canyon Del Oro Future Problem Solving Academic Team Funding
Request
SUMMARY: Attached to this council communication is a request from Canyon
del Oro High School for a contribution to their trip to compete at the International
Conference in Ann Arbor, Michigan in June. The town has historically
contributed to such programs in the past when requested from CDO High School.
ATTACHMENTS: April 29, 1998 letter from Cymry DeBoucher, CDO Academic
Challenges Coordinator
RECOMMENDATIONS: It is recommended that the Town Council favorably
consider making a contribution in the amount of $500.00 to Canyon del Oro High
School.
FISCAL IMPACT: $500.
SUGGESTED MOTION: I make a motion to approve a contribution in the
amount of$500 to the Canyon del Oro High School to be used for their upcoming
expenses to attend the International Conference at the University of Michigan, in
Ann Arbor on June 11-15th, 1998.
" / i
Chuck Sweet, Town Manager
4
MAY 9�i�lt t :rr. y� j{i�t
CANYON DEL ORO HIGH SCHOOL
. 25 West Calle Concordia•Tucson, AZ 85737-7599
illAtimasm (520) 696-5560 • Fax (520) 696-5585
Suzanne C. Conner Robert J.Wendel
Principal Assistant Principal
AMPHITHEATER
Michael M. Piccone Patricia Harris John F. Nesbitt
P rs b l i c Schools Assistant Principal Assistant Principal Assistant Principal
DISTRIBUTED TO: Z4 1AYOR vi TOWN MANAGER yl ELLE
COIJECIL II DEPT HEADS C]OWE
April 29, 1998
Mayor Dick Johnson and Council
1100 N. La Canada Dr.
Oro Valley, AZ 85737
Dear Mayor Johnson and Council Members,
We have had a successful academic competitions season at
Canyon del Oro H. S.. We "fielded" a Science Olympiad team, an Academic
Decathalon team, four Odyssey of the Mind teams, two Future Problem Solving
teams, and an individual entry in the National History Day competitions. All teams
improved in their state competition performances from last year. We did
particularly well in Future Problem Solving and National History Day.
Future Problem Solving is a "think tank" event that focuses on social issues
set in the future. Teams research several topics throughout the year as they learn
and practice a step-by-step problem solving process. At a tournament, teams are
given two hours to prepare a packet that shows their problem solving process about
a futuristic scenario based on the identified topic. This year students have studied
and solved problems related to natural disasters, women in the work place, and non-
traditional families. The students are currently exploring the issue of medical ethics
which is the topic for the international competition. Both Canyon del Oro Future
Problem Solving teams have qualified to compete at the International Conference
which will be held at the University of Michigan, in Ann Arbor on June 11th - 15th.
The theme for National History Day this year is communication. Jessica
Watters, this year's CDO valedictorian, is the sole Tucson representative toualif
q Y
for National History Day. Jessica's entry is a display that shows the impact of
missionaries on the growth of written language throughout the world.
We are currently raising funds for these competitions. I hope that the
Town of Oro Valley will be able to help. The city of Tucson contributes funds for
academic team travel and this year contributed $2000 to a team of seven students
traveling to the Odyssey of the Mind competition. The trip for the two Future
Problem Solving teams of four students each and their coach will cost about $7,000.
With the various funding sources available to us we have about $3, 400 at this time.
The trip for Jessica and her chaperone will cost about $1,200 of which we currently
have $250. Any help will be greatly appreciated. Please make checkspY a able to:
CDO Academic Challenges Competitions Fees Fund.
A sincere thank you for all the help and support over the years.
Sincerely,
el 0cikat_
Cymry D -wBoucher
CDO Academic Challenges Coordinator
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION MEETING DATE: rAY . 20, 1998
TO: HONORABLE MAYOR AND COUNCIL
FROM: WERNER S. WOLFF, CHIEF OF POLICE
SUBJECT: PARTICIl'ATION IN STATE GANG TASK FORCE
Resolution No. (R)98- 28
SUMMARY:
Request is being made to renew an Intergovernmental Agreement between the Town of Oro Valley Police
Department and the Arizona Department of Public Safety to provide two Oro Valley Police Officers to the
State Gang Task Force. The Gang Task Force began on September 1, 1994 and this Intergovernmental
Agreement will be renewed yearly. The salaries, benefits, overtime, equipment, training and travel will be
paid by the Department of Public Safety from a grant they received which has been approved by the Arizona
State Legislature.
Fiscal Impact: None for FY 1998/99.
Attachments: 1) Resolution No. (R)98-28
2) 3 Copies of the Intergovernmental Agreement For Mutual Aid in Law Enforcement
Statewide Gang Task Force.
Recommendation: I urge that Council approve suggested motion.
Suggested Motion: I move that Council approve Resolution No. (tt)98-28 which provides
for the renewal of an intergovernmental agreement with the
Arizona Department of Public Safety.
-111 e �e/.. Wolff, Chie .f Police
- 14
Charles F. Sweet, own Manager
RESOLUTION NO. (R)98-28
A RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF ORO VALLEY,
ARIZONA, APPROVING TIS EXECUTION OF AN INTERGOVERNMENTAL
AGREEMENT BETWEEN THE ARIZONA DEPARTMENT OF PUBLIC
SAFETY (D.P.S.) AND THE TOWN OF ORO VALLEY POLICE
DEPARTMENT TO JOINTLY PARTICIPATE IN AN ARIZONA STATE GANG
TASK FORCE.
WHEREAS, the Town of Oro Valley pursuant to Arizona Revised Statutes 11-952 is authorized
to enter into agreements for joint and cooperative action with other public agencies and is empowered
by Title 9 Arizona Revised Statutes to enter into contracts and to establish and maintain the Oro
Valley Police Department, pursuant to A.R.S. 9-240.12; and
WHEREAS,the Town of Oro Valley desires to enter into a mutual aid agreement with the Arizona
Department of Public Safety(D.P.S.)for the participation and administration of a multi-agency gang
task force.
WHEREAS, it is the desire of the Town of Oro Valley to enter into said Intergovernmental
Agreement in order to provide for the health, safety and welfare of the residents in the Town of Oro
Valley;
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND TOWN COUNCIL OF
THE TOWN OF ORO VALLEY, ARIZONA:
1. That the Mayor of the Town of Oro Valley, Chief of Police, Werner S. Wolff,
and other administrative officials are hereby authorized to take such steps as
necessary to execute and implement the terms of said agreement.
PASSED AND ADOPTED by the Mayor and Town Council of the Town of Oro Valley, Arizona,
this 20 day of MAY , 1998.
TOWN OF ORO VALLEY,ARIZONA
Richard M. Johnson, Mayor
ATTEST:
Kathryn E. Cuvelier, Town Clerk
APPROVED AS TO FORM:
Tobin Sidles, Town Attorney
INTERGOVERNMENTAL AGREEMENT
REGARDING
STATEWIDE GANG TASK FORCE
This Intergovernmental Agreement ("IGA") is entered into between the State of Arizona
through its Department of Public Safety, hereinafter referred to as "DPS", and Oro Valley
Police Department hereinafter referred to as "Agency".
The purpose of this Agreement shall be to enhance law enforcement services concerning the
criminal activities of street gangs, through the cooperative efforts of the parties to this
Agreement.
DPS is authorized and empowered to enter into this IGA pursuant to A.R.S. §41-1713 B.3
both parties are authorized and empowered to enter into this IGA pursuant to A.R.S. §
and the Agency is authorized and empowered pursuant to
Now, in consideration of the mutual promises set forth herein, the parties to this Agreement
hereby agree to the following terms and conditions:
I. Participation
The Agency agrees to assign two (2) P.O.S.T. certified sworn law enforcement officer(s) to
DPS on a full-time basis for such assignments within the purposes of this contract, as directed
by DPS. During this period of assignment, the Agency and DPS agree to allow said officer(s)
to maintain all benefits, rights, and privileges available to said officer(s) as if they were
assigned on a full-time basis to the Agency during this period. The assigned officer(s) must
abide by all of the applicable rules and regulations of the Agency and are subject to its
disciplinary process.
II. Reimbursement
DPS agrees to reimburse the Agency on a monthly basis (based upon DPS weekly time sheets
completed by the officer) for all payroll expenses of the officer(s) related to this assignment,
including salary, shift pay, overtime compensation (based upon DPS rules, not to exceed 13
hours per month), benefits (which accrue during the term of this IGA) and employee-related
expenses to include employer's workman's compensation and social security at established
rates, and vacation, and sick leave taken while working for the gang task force. There must be
a minimum of 40 hours GITEM related work in order for DPS to reimburse for overtime in
any given week. Overtime compensation will be for GITEM related activities only. The
limitation of overtime to 13 hours per month may be exceeded without contacting Agency if
DPS determines that additional funding is available. (Monthly vacation, or sick leave which
accrues but is not used by the officer will not be reimbursed.) All personnel costs, including
shift pay, will be based on the following assumptions: a standard forty-hour work week of four
ten-hour days, with standard work schedule of 2:00 p.m. through midnight - Wednesday
.through Saturday. Prior to the officer reporting to GITEM, the Agency agrees to furnish DPS
with the following information: officer's annual, bi-weekly and hourly rates of base pay and
fringe benefits, as well as, the overtime rate based upon the assumptions outlined above. DPS
is not obligated to reimburse Agency for salary raises or modifications to base salaries unless
Agency submits such modification to DPS at least 60 days from the effective date of such
modification. All approved travel expenses will be reimbursed directly to the officer(s) by
DPS under employee travel reimbursement guidelines established by the Arizona Department
of Administration. The amount reimbursed for the aforementioned expenditures shall be for
actual costs only for the period of this agreement. DPS shall assign and maintain DPS vehicles
which shall be provided by DPS in accordance with DPS vehicle policy to the Agency
officer(s) assigned to DPS. The maintenance of the DPS vehicles shall be in conformance and
compliance with all DPS rules and regulations regarding such maintenance. Full state
insurance coverage shall be in force while such officers are acting pursuant to DPS direction
and control.
III. Nondiscrimination
All parties agree to comply with the non-discrimination provisions of the Governor's Executive
Order 75-5.
IV. Indemnification
DPS shall indemnify, defend, and hold harmless the Agency, its officers, departments,
employees, and agents from and against any and all suits, actions, legal or administrative
proceedings, claims, demands, or damages of any kind or nature arising out of this contract
which are attributed to any act or omission by DPS, it agencies, employees or anyone acting
under its direction or control.
V. Drug Free Workplace
Any officer assigned to the task force will be subject to random and/or for cause drug and
alcohol testing in accordance with his/her Agency's guidelines. If the Agency does not have a
drug free program, the officer will be required to submit to testing pursuant to the DPS Drug
Free Workplace Program. Each assigned officer shall be subject to the responsibilities of and
shall retain all rights as provided for in the DPS Drug Free Workplace Program Manual, DPS
Form Number DPS 932-02056. DPS shall not charge any fee or cost to the contractor for any
assigned officer who undergoes testing. Officers may be removed from the task force for
failure to comply with the program or for failure to pass DPS drug screening requirements.
VI. Termination
Either party may terminate this Agreement for convenience or cause upon thirty (30) days
written notice to the other party. Upon termination, DPS shall pay all outstanding amounts up
through the time upon which the termination becomes effective. All property shall be returned
to the owning party upon termination.
VII. Cancellation
All parties are hereby put on notice that this contract is subject to cancellation by the Governor
for conflicts of interest, pursuant to A.R.S. §38-511.
VIII. Recordkeeping
All records regarding this Agreement, including officer's time accounting logs, must be
retained for five (5) years in compliance with A.R. S. §35-214, entitled Inspection and Audit
of Contract Provisions.
IX. Fees
In no event shall either party charge the other for any administrative fees for any work
performed pursuant to this Agreement.
X. Jurisdiction
The Agency agrees to permit their officer(s) to work outside of their regular jurisdictional
boundaries.
XI. Effective Date/Duration
This Agreement shall become effective upon the execution of two (2) originals by the parties
hereto, and upon one (1) original being filed with the Arizona Secretary of State. This
Agreement shall be for a term of one (1) year after the IGA has become effective, but shall
automatically renew itself upon the first day of the following year if DPS sends out a written
notice of funding availability to the Agency within thirty (30) days prior to the end of each
year. All prior agreements regarding the Statewide Gang Task Force are canceled as of the
effective date of this Agreement.
XI. Workmen's Compensation Benefits
Pursuant to A.R.S. §23-1022 D., for the purposes of workmen's compensation coverage, all
employees covered by this Agreement shall be deemed to be an employee of both agencies.
The primary employer shall be solely liable for payment of workmen's compensation benefits.
IN WITNESS WHEREOF, THE PARTIES HEREBY subscribe their names this
day of , 19 .
State of Arizona
By: By: .
Director, DPS Agency Official
Date: Date:
Attest:
Approved as to Form: Approved as to Form:
Assistant Attorney General
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION MEETING DATE: May 20, 1998
TO: HONORABLE MAYOR & COUNCIL
FROM: Valerie Feuer, Senior Planner
SUBJECT: DESIGN GUIDELINES: SCOPE OF WORK, CONSULTANT SELECTION, AND
TECHNICAL ADVISORY COMMITTEE.
BACKGROUND:
The preparation of design guidelines for site planning, architecture, landscaping and signage is a 1997-98
action item from the 1996 General Plan as well as a part of the approved Planning and Zoning Department
Work Plan. In addition, the Ad Hoc Committee for Development Review included design guidelines in
their recommendations.
Staff developed the attached Scope of Work and prepared a request for proposals (RFP) in March 1998. It
was advertised March 24-27 and mailed to approximately 20 consultants. Proposals from five consultants
were received on April 13. A selection panel convened to evaluate these proposals and selected three
finalists, who were interviewed on April 28. Cornoyer/Hedrick was selected from the interviews and is
presented, hereby, for your approval.
RECOMMENDATION:
The selection panel (Don Chatfield, Bryant Nodine, Valerie Feuer, Norm Phillips, and Patti Lewis, DRB
chair) recommends executing a contract for the preparation of Design Guidelines with Cornoyer/Hedrick.
The contract will be forwarded after review by the Town Attorney. The proposed budget is $65,000.
To meet the projected completion date of January 1999, staff intends to commence work on the project by
the middle of June with the first public workshop. A technical advisory committee will then begin meeting
regularly with staff and the consultant. Accordingly we ask that you approve the attached list of TAC
members including designating a member from this Council.
T .
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION Page 2 of 2
SUGGESTED MOTION:
The Council may wish to consider the following motion:
I move to ratify the selection of Cornoyer/Hedrick for preparation of Design Guidelines, I authorize
_ execution of the contract including the scope of work, and I approve the TAC members listed herein with
to serve as the Council's representative.
Attachments:
1. Design Guidelines Scope of Work
2. Technical Advisory Committee Members List
3. Proposals
A i AjAL.
PI1' And Zoni A I - ' •strator
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F:\PROJECTS\DESGUIDE\consult.tcc •
TECHNICAL ADVISORY COMMITTEE
FOR DESIGN GUIDELINES
Matt Moutafis, citizen
Karen Rogers, citizen
Barry Gillaspie, citizen
.
Scott Stitler, residential developer
Bill Hallinan, commercial developer
David Grigsby, architect
P&Z member
Mary Glueck, DRB
Town Council member
II. SCOPE OF WORK
Tasks
A. Review Oro Valley General Plan.
B. Hold public meeting for citizen input on design concepts and town image.
C. Develop text and graphics for community design, architectural, landscape and sign
guidelines.
D. Hold monthly meetings for input and review (at least three) with Technical Advisory
Committee.
E. Produce draft design guidelines.
F. Make presentation at Planning Commission public hearing.
G. Revise guidelines per Planning Commission recommendation to Town Council.
H. Attend/make presentation at Town Council public hearing.
I. Prepare final design guidelines suitable for publication.
Specific Requirements
Preliminary List of Design Graphics Required - black and white line drawings and/or
photographs. The following list is not intended to be prescriptive but rather to provide
examples of desired graphics.
A. Site planning - ten (10) graphics
Transition between proposed development adjacent to less intensive residential uses
Integration of pedestrian circulation within activity centers and to neighborhoods
Human scale design for "big box" retail
Attractive and inviting pedestrian scale features, spaces, and amenities
Sensitivity to existing topography and vegetation
Building placement with relationship to adjacent development
Courtyards and other public/private spaces
B. Architectural design - ten (10) graphics
Unifying elements such as similar scale, color, architectural details, and style
Design of side and rear building facades with attention to architectural character
Variety of rooflines and roof features within neighborhoods and retail centers
Materials and colors
Ways to reduce massive scale and impersonal appearances of large retail centers
Building massing
Visual patterns of light and shadow
Design for climate and energy conservation
4
C. Circulation and Parking - ten (10) graphics
Screening of parking areas
Creating the perception of smaller parking areas
Pedestrian-friendly crossings with shade, pedestrian refuge areas, etc.
"Big box" and activity center circulation
Covered parking or carports
Parking area lighting
Use of specialized paving materials
D. Landscaping - five (5) graphics
Placement of trees to provide shade to pedestrians
Examples of indigenous trees planted along pedestrian walkways or clustered at plazas
Accent plantings at the intersection of major streets and at entry to developments
Landscaping used to screen adjacent, less intesive development
Preservation Of existing vegetation
E. Signage - five (5) graphics
Integration of signs and information systems into architecture and overall site design
Monument signs and their relationship to street frontage
Types of illumination
Materials and color
Proposed Schedule
Town Council Approval May 6, 1998
Notice to Proceed May 15, 1998
Public Meeting June, 1998
First TAC Meeting July, 1998
Second TAC Meeting August, 1998
Third TAC Meeting September, 1998
Draft Guidelines to Staff October, 1998
Planning Commission Public Hearing November 3, 1998
Town Council Public,Hearing December 2, 1998
Final Design Guidelines to Staff December 15, 1998
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2425 East Camelback Road
QSuite Number 400
Phoenix, Arizona 85016
Telephone 602.381.4848
Facsimile 602.381.4844
www.cornoyerhedrick.com
CornoyerHedrick,Inc. Ci
Architecture
May 11, 1998
Interior Architecture
Ms. Valerie Feuer
Senior Planner
Town of Oro Valley
Space Planning 11000 N. La Canada Drive
Oro Valley, AZ 85737-7015
Sent via fax: 520-742-1022
Re: Town of Oro Valley Request for Proposal 98001 P58
Landscape Architecture Dear Ms. Feuer:
Thank you for this opportunity to provide additional information. We look forward to an
effective and productive association with the Town of Oro Valley on this important project.
Land Planning
The following amendment to our original proposal for preparation of Design Guidelines
for the Town of Oro Valley, dated May 7, 1998, has been prepared at your request to
provide greater detail, refinement and expansion of the public participation portion of our
proposal. We welcome this opportunity and eagerly anticipate the increased role of the
Environmental/Graphic Design public in this project.
As part of this public participation process we will listen, respond with directions, choices
and recommendations, and portray our thoughts as we progress.
2425 East Camelback Road Features of our plan include:
1. Two public workshops to:
a. Create a vision for the look, feel and character of the Town of Oro Valley.
Suite 400 b. Participate in the preparation of design guidelines.
2. Newsletters (4 pages, 8%/2 x 11", black and white, printed by the Town) to inform the
public and elicit public comment.
3. An outreach program to involve special groups, organizations and interested parties
in the preparation of the design guidelines.
Phoenix,Arizona 85016 4. Other techniques to inform and involve.
5. The participation of Dr. Martha Rozelle, President, The International Association for
Public Participation (resume attached), as a consultant in the public participation
process, especially in the design and conduct of the two public meetings.
Telephone 602-381-4848 If you have any other questions, please call me at (602) 381-4848.
Sincerely,
J
Facsimile 602-381-4844 .,,• ,4 _
� � �� JL
Jackie L. Guthrie, AICP
Principal
Town of Oro Valley Design Guidelines
Public Participation Program
1. Public Participation Work Plan
Task 1 Prepare Public Outreach Program
1.1 Meet with Town staff to refine program and gather data.
1.2 Identify interest groups, organizations, and key individuals. Potential
groups include design professionals (AIA, ASLA, ASCE, APA),
senior citizens, schools, homeowners associations, business groups,
service organizations and others as identified with staff.
1.3 Prepare a mailing list.
1.4 Identify vehicles for informing the public such as newspapers, world
wide web, community newsletters, organizations, radio stations,
CATV and others.
1.5 Prepare an initial press release and solicitation letter(to seek
interested parties).
1.6 Outreach via media sources, notices at high traffic locations (e.g.
library, town hall, etc.), and mailing lists.
1.7 Prepare two newsletters intended to inform and solicit comment at
key points in the project process.
Newsletter#1: Schedule, response form, questions on
community vision &character.
Newsletter#2: Schedule, response form, outline of major
design guidelines proposals.
1.8 Other vehicles, agencies, or stakeholders as may be identified as
contributing to public information and involvement.
Task 2 Public Workshop#1
2.1 The intent of this meeting is to obtain public comment on the
character and vision desired for Oro Valley.
2.2 Visioning exercise. Use storyboarding to identify critical issues,
goals, images, town character and historical features that contribute
to the visual image desired for the future of the town.
2.3 Preference Survey: Use a slide presentation of images from Oro
Valley and the surrounding area to identify"good" and "bad"
examples of the natural and built environments.
2.4 Evaluate and compile information from this meeting to present to the
Technical Advisory Committee (TAC) and use in the initial
preparation of a theme or vision statement/s to guide development of
the design guidelines.
Task 3 Technical Advisory Committee Meeting #1
3.1 It is assumed that the TAC, in addition to being a working group, will
be a vehicle for community input and outreach.
3.2 The first TAC meeting will emphasize the findings of the first public
meeting. We will also provide an outline of contents for the design
guidelines and an initial list of goals or guiding statements for the
contents of the guidelines.
Task 4 Technical Advisory Committee Meeting #2
This meeting will emphasize a rough first draft of the guidelines for initial
comment by members of the TAC.
Task 5 Public Workshop#2
5.1. This second public workshop will be to discuss the content of the
guidelines. Rather than merely show proposed guidelines, this will
be a presentation to show preferred images and results. A survey
form will be used to obtain comments on specific items and
comments will be solicited during the workshop.
5.2. The results of this workshop will be compiled for use by the
consulting team and the TAC.
Task 6 Technical Advisory Committee#3
This meeting will be to firm up, in draft form,the proposed design
guidelines. The TAC will have received the draft prior to the meeting and
the intent will be to achieve a general consensus on the direction of the
guidelines.
Task 7 Newsletter#2
Prepare and distribute a newsletter to inform and solicit public comment on
the draft design guidelines. The newsletter will emphasize highlights of the
guidelines and provide a reply form, public hearing schedule, and sources
for additional information.
Task 8 Planning Commission Meeting#1
This meeting is assumed to be a study session for the Commission for their
initial review and comment on the guidelines.
Task 9 Planning Commission Meeting #2
This meeting will be for formal review of the guidelines and there would be
opportunity for public comment.
Task 10 Town Council Meeting
This would be the final opportunity for public comment.
Task 11 Additional Public Contact Techniques
➢ Web Page (if available)
➢ Feature stories in newspapers
Displays at appropriate Community events
• Open houses (possible prior to public meetings)
➢ Information Hot Line (if the Town has telephone facilities) for recorded
message on upcoming meetings, etc.)
➢ Press releases on scheduled events and meetings
➢ CATV (if available)
➢ Public Service spot announcements on radio
➢ Permanent, updated display at Town offices
2. Project Team
In addition to the project team identified in the proposal, Dr. Martha Rozelle, will
participate in the detailed design of the two public workshops and attend and
participate in the conduct of the workshops. Dr. Rozelle brings an impressive resume
of professional experience in public participation programs. Her resume is attached.
3. Budget
With the increased emphasis on the public participation portion of this project, the
allocation of time and costs have been revised to reflect this. The amount of effort
originally allocated to Task#4, Community Design Concept Plan has been reduced.
The revised Project Budget is attached.
4. Schedule
The addition of additional meetings (one public workshop and one planning
commission meeting) will extend the schedule. Also, more time has been allocated
for the distribution of information to the public and additional time has been allocated
between TAC meetings so that copies of the materials to be reviewed by the TAC
members can be in their hands one to two weeks before a scheduled meeting.
All other provisions of our proposal, dated April 13, 1998, are in tact.
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Dr. Martha A. Rozelle Cul
Senior Advisor for Public Involvement
Project Responsibilities
Dr. Rozelle is responsible for developing the public involvement strategy and overseeing its
implementation.
Related Experience
Dr. Rozelle has 25 years experience in public policy development, third-party facilitation and conflict
resolution for a wide range of projects. She has developed and implemented public involvement programs
for several land use and transportation planning projects in the United Sates and Canada. Her relevant
projects include:
City of Scottsdale Desert Greenbelt: Directed a comprehensive public participation program for a $65
million flood control project. Activities included: fact sheets and newsletters, small-group meetings,
public open houses, briefings, and poster sessions, radio and cable television public service
announcements, educational videos, citizens' "sounding boards" for discussion on project issues and
plans, and photographic simulations.
City of Scottsdale CityShape 2020: Designed and facilitated a citizens conference as part of CityShape
2020, a citizen-based effort to develop a new City general plan. A Steering Committee had identified
over 200 ideas that needed to be addressed. These were narrowed down to 40 statements that
citizens rated as to their importance to the vision of Scottsdale's future. On consecutive nights, 200
citizens used our computer polling technique, DECIDE, to rate the issues and then to focus discussion
on those issues with the greatest disagreement.
City of Calgary Transportation Master Plan: Directed a three-year public consultation program for the
City of Calgary in an effort to design a long-range transportation plan. Activities included program
strategic design; organizing and facilitating a citizen coordinating committee and various public
forums; conducting training programs; integrating public comments into the planning process, working
with a Steering committee and Technical advisory group. This program won the 1996 Grand Prize
from the Canadian institute of Planning.
City of Tucson CAP Use Study for Quality Water: Directed and managed a public outreach and media
management program for a study to re-evaluate the most appropriate alternatives for re-integrating
Central Arizona Project water in Tucson. Activities included stakeholder interviews; preparation and
distribution of public information materials to over 25,000 stakeholders; establishment of information
centers and a 1-800 information line; a media relations and public service campaign; and the
development of information videotapes, and extensive involvement by the print and electronic media.
City of Ontario, CA Sphere of Influence Study: Designed and implemented initial visioning effort for the
creation of a general plan for 8600 acres of agricultural land that was to be annexed into the City.
Conducted key opinion leader interviews and facilitated a steering committee.
City of Glendale Wastewater Reclamation Facilities Site Selection: Managed site selection study after
earlier project had been canceled due to public opposition. Activities included a citizen working group,
newsletters, briefings of City Council and surrounding communities, computer-assisted decision
making process. The plant is in final design.
City of Flagstaff: In conjunction with APS, conducted public workshops, facilitated an advisory
committee, and prepared public information materials for siting of an urban 69kV transmission line and
substation.
City of Portland, OR: Designed and directed a large-scale public information program for a mandatory
sewer implementation project affecting 65,000 households. A 20-year public information plan was
developed. Activities included brochures, presentations, media presentations, and personnel training.
Alliance Pipeline: Directed the public outreach program for the U.S. portion of a 1,900 mile natural gas
pipeline from northeastern British Columbia to Illinois. Activities include opinion leader interviews, risk
communication training, open houses, elected officials briefings, communication protocols, and
contact with 4,500 U.S. landowners. This pipeline is scheduled for start-up at the end of 1999.
Dr. Martha A. Rozelle (continued)
Education
Arizona State University, Ph.D., Community Education and Management, Arizona State University, 1982
Florida State University, Master of Science in Public Administration, 1970
East Carolina University, Bachelor of Arts in political science, 1969
Massachusetts Institute of Technology, "Mediating Scientific Disputes", Summer Program, 1985.
Professional Involvement
International Association for Public Participation, President
City of Scottsdale Environmental Quality Advisory Board Member
Arizona Comparative Environmental Risk Project, Quality of Life Technical Sub-Committee
American Society for Public Administration, Past President Arizona Chapter
CIPublic OutreachWhile at Dames& Moore, Dr. Martha activities. A key element of public outreach
Campaign For
Quality Drinking Rozelle was retained by the City of Tucson was the public information campaign
Water to study and re-evaluate alternatives for designed and implemented by Dames&
client: the use of Central Arizona Project(CAP) Moore. It included preparation and
City of Tucson water and to build public confidence in the distribution of newsletters to a mailing list of
Location: final decision. The City was highly over 11,000 stakeholders and all City
Tucson,Arizona scrutinized and criticized for its employees,establishment of information
implementation of a long-range water centers at local libraries and a 1-800
resources plan involving the direct use of information line,and preparation of an
CAP water. When CAP delivery began,the informative videotape. We established a
visible effects of cloudy,discolored,foul- partnership with the Chamber of Commerce
smelling water and the degradation of and ten major employers for the distribution
costly plumbing and appliances brought a of information materials,directly reaching
surge of negative public opinion and more than 60,000 people. Other activities
mixed perceptions about the desirability of included 65 personal community leader and
this supply for many uses. Serious stakeholder interviews,focus groups,a
questions and issues were also raised statistical household opinion survey,a
about the most appropriate and safest proactive media program,and a public
method for treating CAP water for drinking service campaign. The public provided input
and household purposes. Aside from the through a series of questionnaires, utility bill
public outreach program, Dames& Moore inserts,and the information line.
evaluated the technical, legal,and
economic features and ramifications of As final alternatives were developed,a media
options ranging from use of groundwater blitz was conducted to alert the public to
only to recharging the entire aquifer.The their opportunity to review these plans and
Public Involvement Group's charge was to talk to the Mayor and Council at town
explain the technical complexities of the meetings. One of these meetings was
technical analyses and gauge the public's produced and shown during prime time on
willingness to pay for improving the the NBC affiliate and co-sponsored by the
quality of CAP water. Arizona Daily Star.The City Cable TV station
was used to reach as many Tucsonians as
Five tasks needed to be possible.
complete before making a
final recommendation for
CAP use to the Mayor and
City Council. Each task
included extensive public
involvement and outreach
The Rozelle Group, Ltd.
Goplan:A Dames& Moores public involvement component of the project was building
Comprehensive Public
Consensus Building specialists, led by Dr. Martha Rozelle, consensus on recommendations at key
Program For City-Wide were retained by the City of Calgary to stages in the planning process. Various
Transportation Master design a comprehensive public outreach consensus building techniques,including a
Plan
program for the creation of a city-wide charrette and Delphi prioritization exercise,
Client: transportation master plan. During this was used. To facilitate agreement on the
City of Calgary
three-year program, our responsibilities recommendations for the draft transportation
Location:
Calgary,Alberta Canada included designing a public involvement plan,we used DECIDE,an interactive
and education strategy,chartering a computer decision support system. Twenty-
citizen advisory committee,developing eight decisions were made at one all-day
a citizen outreach and marketing meeting. The steering committee,citizen
program,and documenting the coordinating committee and city staff
integration of public comments into reached consensus on recommendations to
project decisions. Dames& Moore's be taken to the full council.
public involvement specialists were
responsible for facilitating consensus At the final presentation of the proposed plan
among the GoPlan Team,which and after ten hours of public comment,the
included a 15-member Citizen Calgary Mayor and Council accepted the
Coordinating Committee,numerous City GoPlan 12-2. All comments on the outreach
interdisciplinary specialists and a program and process were positive. The
Steering Committee of seven City GoPlan project won the Grand Prize of the
Council members. Dr. Rozelle directed 1996 Canadian Institute of Planners Awards
the program and was an active for Planning Excellence.
participant in overall strategy design
and consensus building.
The project was
organized into five
planning phases:
transportation plan
context(goals, issues,
criteria,assumptions),
scenario development,
scenario evaluation,
refinement of preferred
scenario,and ongoing
monitoring and review
process. An integral
The Rozelle Group, Ltd.
CityShape 2020 In January 1995,the City of Scottsdale In mid-June a total of 200 citizens Cil
Client: embarked on a citizen-driven process to participated in the second Citizen Conference
City of Scottsdale revise the City's General Plan. Three tiers and used the computer technology, DECIDE.
Location: of citizen involvement have guided this Demographic information,such as length of
Scottsdale,Arizona
effort:a 13-member Steering Committee; residence,geographic area of residence,
a 50-member Advisory Team;and an household size,etc.was collected. Next,
unlimited number who make up the each participant rated the importance of 40
Citizen Conference. The Steering issues. Discussion was held on those issues
Committee has met weekly,first to with the greatest amount of disagreement.
become educated on all aspects of the The ten issues with the greatest
City,and then to steer the citizen disagreement were rated a second time in a
involvement and the process by which dual-paired comparison,so as to learn the
priorities are established. The Advisory relative importance of each.
Team divided into five work groups
which developed ideas or concepts The results showed substantial agreement on
around the topics of residential and the importance of redeveloping and
commercial neighborhoods, land reinvesting in mature neighborhoods,
management,environmental promotion of contiguous open space,
preservation,transportation,and preserving Scottsdale lifestyle,and providing
economics. The first Citizen Conference a mix of transportation modes to name a few.
was a call to get involved and help shape These results were examined by
the City's future. demographic categories to focus discussion.
By late May more than 200 ideas or
guiding concepts were developed by the
Advisory Team. The challenge was to
pare these down and obtain meaningful
input from the broader citizenry
regarding the relative importance of these
concepts to the City's future. Dr. Martha
Rozelle was engaged to use a computer-
based technology that allows participants
to simultaneously respond to questions
presented on a large screen using
wireless terminals that resemble TV
remote controls.
The Rozelle Group, Ltd.
• CCornoyerHedric(,
Inc. 0111
"iv
Architecture
April 13, 1998
Interior Architecture
Bryant Nodine, AICP
law Planning and Zoning Administrator
Town of Oro Valley
11,000 North La Canada Drive
Space Planning Oro Valley, Arizona 85737
Dear Mr. Nodine,
Design guidelines should reflect the history of a community, recognize its present and
Landscape Architecture plan for the future. They should help reinforce and create the character of the community
and be a product of the best community— its people.
Cornoyer-Hedrick, Inc. is uniquely qualified to help the Town of Oro Valley achieve those
Land Planning goals.
- We know the community through our work on the general plan.
- We know design guidelines through our private and public sector experience.
Environmental/Graphic Design
— We understand the public sector from our careers and our work on general plans.
- We know how to actively get the public involved to make a difference in their
community.
2425 East Camelback Road
The town can be certain its goals will be achieved when Cornoyer Hedrick is on the team.
Sincerely,
Suite 400 ..
IlKakk-t'alt101. JAI 4
Jackie L. Guthrie, AICP
Principal
lay Phoenix,Arizona 85016
Telephone 602-381-4848
C
Facsimile 602-381-4844
CiI
Table of Contents
I. Problem Statement
II. Objectives for the Study
III. Project Work Plan
A. Introduction
B. Study Approach
a. Team Members and Roles
b. Team Member Resumes
c. Team Member Hours
d. Hourly Rates and Costs
e. Organizational Chart
f. Roles of Town Staff
IV. Cost Estimate
V. Presentation of Anticipated Products
VI. Examples of Work
VII. Facilities/Equipment Available
VIII. Project Schedule
IX. Reporting Procedures
X. References
XI. Firm Workload
XII. Appendix
Cul
Problem Statement
Oro Valley is one of the faster growing communities in Arizona, having tripled in
population between 1990 and 1995. As residential population grows, characterized
by masterplanned resorts and high quality residential communities in Oro Valley, the
demand for commercial and business use increases.
Regardless of the quality of individual projects, growth creates visual impacts. And,
over time the character and image of a community will be changed. The issue before
Oro Valley is how to positively influence the future appearance of the Town, so that
the character that has brought many to the community will be maintained or
enhanced, and new businesses and citizens will continue to come. By desiring to
prepare design guidelines the Town has chosen a positive, pro-active approach to its
visual future.
Regulating design can be a positive action, as long as guidelines are appropriately
descriptive of a result to be achieved, rather than unnecessarily prescriptive in the
areas of community planning, site planning, architecture, landscape design and
materials and signage. Not only is it desirable to provide direction to developers,
builders and owners, it is appropriate for the Town to set a standard in its own
projects and activities.
In addition to the proposed scope of work, this proposal contains provisions for a
community design concept plan that will identify steps the Town can take to enhance
its identity of districts that may require special consideration. Further, it is
recommended that a brief review of present design review procedures take place.
In a study of this magnitude the public must be engaged to provide opinions, ideas
and issues. It is especially important to include the districts and identify sub groups
that are often overlooked yet provide valuable information to guide the process to
success. These subgroups may include seniors and youth. They provide specific
information that is important to their age groups. In addition, they help answer:
- What are our design traditions?
- What are the current trends?
- Where do we want to be in the future?
The Town's position is uniquely understood by this team. Jackie Guthrie and Steve
Kellogg both worked in the public sector. Jackie, Steve and Don have experience
and an understanding of the needs of the private development community so they
can easily relate to the needs of both.
We understand that design guidelines shall be compatible with the Oro Valley
General Plan. Cornoyer-Hedrick is familiar with the General Plan having provided
land planning and public facilitation for the Town.
Cal
Objectives for the Study
Design guidelines should accomplish the following for the Town of Oro Valley:
1. Create an image and character.
2. Mitigate the visual impacts of development.
3. Positively influence the design of projects.
4. Protect and preserve important scenery, visual features and character.
5. Provide consensus, buy in, and a sense of ownership from the public
including as many demographic groups as possible.
This project shall provide:
1. design guidelines for use by private developers, builders and owners in
the design and construction of their projects that are simple,
understandable and effective.
2. design guidelines and, as appropriate, standards for use by the Town
and other public agencies in the design and construction of their projects.
3. an urban design approach that will help the Town maintain and establish
a coherent image and character for the Town and for any sub-districts
that may be identified.
4. a review procedure that is simple and effective to administrate.
5. a sense of"place"for the Town.
Gil
Project Work Plan
1. Introduction
The work plan outlines tasks and activities to achieve the project objectives. As
mentioned above, this proposal intends to go beyond the scope of work identified
by the Town in order to provide a more comprehensive approach. By including a
community design concept plan, it is believed that greater results can be
achieved in creating and enhancing the unique character of the Town. Further,
to treat the Town as a homogeneous entity could be a disservice. For instance,
the western portions of the Town in proximity to Interstate 10, are more intense,
with greater emphasis on commercial and business usage, than the eastern and
northern areas of the Town. It is questionable if the same approach to a
community design can prevail in both instances.
2. Study Approach
I. Project Work Plan
The following tasks are proposed:
Task 1 Research and Analysis
1.1 Review existing plans and information, to include the
General Plan, Oracle Road Scenic Specific Plan,
Futures Search report and other relevant information.
1.2 Analyze the information to identify themes, trends and
desirable directions.
1.3 Analyze the Town to identify special districts or theme
areas that may require special consideration.
1.4 Interview key Town Staff and Officials and Stakeholders
for individual concerns, ideas, wants and needs.
1.5 Identify public projects, areas or other means through
which guidelines and or standards can be established.
1.6 Prepare a summary report of this Task.
•
•
•
Task 2 Public Participation and Review Program
41) 2.1 Conduct a public meeting after the Research and
Analysis phase to obtain public ideas and concerns
regarding community design.
11) 2.2 Meet with the Technical Advisory Committee (TAC)for
three monthly work sessions to discuss, review and
refine the guidelines.
• 2.3 Present draft guidelines at one meeting of the planning
Commission.
2.4 Present proposed guidelines to one meeting of the Town
Council.
2.5 Upon selection, the Cornoyer-Hedrick team will meet
with town staff to identify special ways to make the
project work available to the public. Such means as a
web page, advertising, and posting of notices are
possible if Town budget or in kind contributions are
available.
Task 3 Preparation of Guidelines
3.1 Prepare a handout and story boards for presentation of
the results of Task 1 to the public. Idenitfy development
types and special treatment areas for which guidelines
will be prepared.
3.2 Draft guidelines using a combination of text and
sketches to illustrate proposals. Guidelines shall be
prepared by subject area (site planning, parking,
architecture, landscape and signage) based on input
received from the public and findings of Task 1.
Photographs may be used to illustrate specific
conditions.
3.3 Revise and refine guidelines after each meeting with the
TAC and the Planning Commission.
3.4 Prepare a camera ready final draft of the design
guidelines for publication by the Town.
3.5 Propose revisions, if needed, to the design review
procedures, for inclusion in the guidelines.
it
Task 4 Community Design Concept Plan
4.1 Analyze the Town to identify potential entries, scenic and
view corridors, nodes and other elements that may
contribute to overall community image and character.
4.2 Draft a community design concept plan that identifies
special districts or areas, scenic or other special features
to be protected, potential community entities and
identification features, and potential elements for Town
standards (such as lighting, trash enclosures, benches,
41I• street and identification signage, construction signs, etc.)
4.3 Finalize the concept plan based upon TAC, Planning
Commission and Town Council inputs.
II. Work Product Description
Below is the list of design graphics identified under Specific Requirements in
the Request for Proposal including additional areas we would consider.
These additional subjects to be considered for inclusion are marked(*):
Site Planning (10 graphics minimum)
Transition between proposed development adjacent to less intensive
residential uses
Integration of pedestrian circulation within activity centers and to
neighborhoods
Human scale design for"big box" retail
Attractive and inviting pedestrian scale features, spaces, and
amenities
Sensitivity to existing topography and vegetation
Building placement with relationship to adjacent development
Courtyards and other public/private spaces
*Land form grading/grading of detention areas
*Commercial corners
*Cluster development
*Open space, setbacks, buffers
*Public/Private parks &play areas
*Screening undesirable areas
Architectural Design (10 graphics minimum)
Unifying elements such as similar scale, color, architectural details
and style
Design of side and rear building facades with attention to
architectural character
Variety of rooflines and roof features within neighborhoods and retail
centers
Materials and colors
Ways to reduce massive scale and impersonal appearances of large
retail centers
Building massing
Visual patterns of light and shadow
Design for climate and energy conservation
*Building projections
*Antennas/Satellite Dishes
*Garage placement
*Building illumination
*Screening—mechanical equipment/loading areas
Circulation and Parking (10 graphics minimum)
Screening of parking areas
Creating the perception of smaller parking areas
Pedestrian-friendly crossings with shade, pedestrian refuge areas,
etc.
"Big box" and activity center circulation
Covered parking or carports
Parking area lighting
Use of specialized paving materials
`Access and drives
*Amount of required landscape materials
Landscaping (5 graphics minimum)
Placement of trees to provide shade to pedestrians
Examples of indigenous trees planted along pedestrian walkways or
clustered at places
Accent plantings at the intersection of major streets and at entry to
development
Landscaping used to screen adjacent, less intense development
Preservation of existing vegetation
*Walls, entries and project identification
*Preferred indigenous &drought tolerant plant list
*Setbacks & buffers for various project types
Signage (5 graphics minimum)
Integration of signs and information systems into architecture and
overall site design
Monument signs and their relationship to street frontage
Types of illumination
Materials and color
*Construction signs
*Public Elements (5 graphics minimum)
Street Signs
Street Furniture (benches, trash receptacles)
Street Lighting
View/Scenic corridors
Town/District entries
Median treatments
*Design Review
Procedures, approvals and enforcement
Submittal requirements
Oil
Team Members
The following members of the Cornoyer-Hedrick, Inc. team will participate in the
project with specific project responsibilities identified. (see attached resumes)
Jackie Guthrie, AICP, Principal-in-Charge
Jackie will serve as project manager, conduct all public meetings and
oversee project work.
Donald F. Cox, Senior Associate
As a major participant on the Oro Valley General Plan, Don will bring his
extensive knowledge of the community to the project. He will be involved
in preparation of the site planning, parking and architectural design
guidelines and the community design concept plan.
Stephen R. Kellogg, AICP
Steve will participate in preparation of the site planning, parking, and
architectural design guidelines, and the community design concept plan.
Using his experience as an administrator of a City's Design Review
Board, he will prepare any changes to the Town's review procedures.
Michael Eagan, ASLA
Michael will be involved in preparation of the landscape guidelines and
the community design concept.
Jim Bolek, Senior Graphic Designer
Jim will be in charge of developing guidelines for signage and the design
of the guidelines document.
Jackie L. Guthrie, AICP
Principal
Director of Land Planning/Landscape Architecture
Project Responsibilities
As principal-in-charge, Jackie is responsible for the success of the project. She will
oversee all administrative matters and will be directly involved with the project team
throughout the process. Jackie will attend team TAC meetings, public hearings and public
workshops and will be available to the client.
Related Experience
Jackie has served as principal-in-charge for numerous public sector assignments. She
has coordinated the input of the multi-disciplinary consultants involved on the design
teams to produce the final product. She has facilitated numerous public meetings and
workshops often using the storyboard process to develop goals and objectives and to
build consensus. Her track record for project approvals demonstrates a successful use of
planning techniques and an effective oral presentation style. In addition to her 19 years in
private practice, Jackie served three years as a city planner with the City of Chandler.
Her relevant projects include:
Town of Oro Valley General Plan: development of a plan to guide a rapidly growing
community to the year 2020. The plan contains 10 elements including land use,
circulation, economic development and public facilities. Public participation and
consensus building were the primary goals of the process, Oro Valley, Arizona.
Ocotillo: a 5,000-acre mixed-use master planned community which includes presentation
of residential and commercial design guidelines, established the design review
process and participation on the design review board, Chandler, Arizona.
Queen Creek Open Space and Trails Plan: development of a comprehensive parks
plan and trail system designed to meet the future recreational needs of the
community. The Plan will provide for the development and implementation of parks,
recreational opportunities and preservation of open space, Queen Creek, Arizona.
Desert Spaces/A Regional Open Space Plan: an open space management plan that
will provides regional focus regarding future open space provisions and coordinate
individual community plans within the Maricopa Association of Governments.
Process included coordination with 37 jurisdictions to review and synthesize their
existing open space plans, goals and objectives, Maricopa County, Arizona.
Desert Ridge: developed overall image and signage theme for the 5,700-acre master
planned community in North Phoenix. Desert Ridge is identified as a City of Phoenix
Urban Village and is expected to develop over a period of 20 to 30 years. Program
requirements included developing a project identity and character that could be
used throughout the project and design guidelines to assure thematic conformance
over the life of the development, Phoenix, Arizona.
Scottsdale Mountain Estates: a 1,400-acre planned community at the base of the
McDowell Mountains. Services provided include the design of the information center,
guard stations and gates, tennis center, bridges, a comprehensive signage
program and project wall, as well as fence and theme wall systems. In addition, a
complete set of design guidelines was prepared, Scottsdale, Arizona.
Desert Mountain Parcel 19: principal-in-charge of design guidelines for a variety of
uses such as village style retail, office facilities and a resort. Accomplishments
include serving and enhancing the natural features of the site, Scottsdale, Arizona.
McDowell Mountain: environmental master plan for 1,800 acres and design guidelines
for various components which create and enhance the theme for the entire project,
Scottsdale , Arizona.
Williams Gateway: commercial and industrial site plan for a 4,000 acre, former air force
base to guide development of the land uses adjacent to the airport. New identity
and signage program developed. This process required building consensus
among multiple government entities, Mesa, Arizona.
Queen Creek General Plan: a 30-square mile area to guide development of the Town
through the year 2010. Project addressed three key elements: land use, circulation,
and public services and facilities. The project involved facilitation of numerous public
meetings and used the storyboard process to develop public consensus. The Plan
was unanimously approved by the Town Council, Queen Creek, Arizona.
Education
Michigan State University, Bachelor of Science, Urban Planning, 1979
Registration
American Institute of Certified Planners
Professional Involvement
Board of Directors, Arizona Planning Association - 1984 to 1995
Director of Arizona Planning Association North Central Section - 1988 to 1990
President, Arizona Planning Association, 1992
Homebuilders Association of Central Arizona - Associate Member
Urban Land Institute— Member
Lambda Alpha International
Cil
Donald F. Cox
Senior Associate
Senior Designer
Project Responsibilities
As senior designer, Don is responsible for all phases of the general plan process including
research, site analysis, development of conceptual plan alternatives and final design.
Related Experience
Don has served as senior designer on numerous master planned communities and general
plans. Under his direction, land use alternatives, final plans and specific plans have been
prepared. He has also coordinated the design of planned communities from the concepts to
final construction. This broad range of experience enables Don to produce designs that
function on many levels-site plans that respond to community requirements and community
design that accommodates the needs and demands of its residents.
Don has a thorough knowledge of the site analysis process and has experience in
determining the development potential of property based on the type of terrain, flood plains,
easements, access and many factors which can impact a future development. The planned
communities that Mr. Cox has worked on include features such as golf courses, lake
systems, and hillside development. He is familiar with the design requirements and special
considerations of integrating these special features into a planned community. His relevant
projects include:
Town of Oro Valley General Plan: development of a plan to guide a rapidly growing
community to the year 2020. The plan contains 10 elements including land use,
circulation, economic development and public facilities. Public participation and
consensus building were the primary goals of the process, Oro Valley, Arizona.
Queen Creek General Plan: a 30-square mile area to guide development of the Town
through the year 2010. Project addressed three key elements: land use, circulation,
and public services and facilities. The project involved facilitation of numerous public
meetings and used the storyboard process to develop public consensus. The Plan
was unanimously approved by the Town Council, Queen Creek, Arizona.
Desert Mountain Parcel 19: design guidelines for a variety of uses such as village style
retail, office facilities and a resort. Accomplishments include serving and enhancing
the natural features of the site, Scottsdale, Arizona.
McDowell Mountain: environmental master plan for 1,800 acres and design guidelines
for various components which create and enhance the theme for the entire project,
Scottsdale , Arizona.
Williams Gateway: commercial and industrial site plan for a 4,000 acre, former air force
base to guide development of the land uses adjacent to the airport. New identity
and signage program developed. This process required building consensus
among multiple government entities, Mesa, Arizona.
Queen Creek General Plan: a 30-square mile area to guide development of the Town
through the year 2010. Project addressed three key elements: land use, circulation,
and public services and facilities. The project involved facilitation of numerous public
meetings and used the storyboard process to develop public consensus. The Plan
was unanimously approved by the Town Council, Queen Creek, Arizona.
City of Mesa General Plan: a land use and economic development plan to guide growth
of the second largest city in Arizona for a 20 year period. The plan provides a vision
statement, community goals and objectives and 11 elements including land use,
economic development, transportation, parks, open space and public facilities.
Consensus was achieved with a committee of 35 with council approval granted,
Mesa, Arizona.
Fletcher Heights: this 793 acre planned community consists of 3,031 residential units and
support commercial. A major theme of the planning concept is to provide
neighborhoods arranged around central open spaces. An integral part of this theme are
greenbelts that incorporate existing citrus and provide a network of pedestrian linkages
between open spaces. The grid of existing citrus provides a framework for
neighborhood/open space relationships that results in a traditional community plan,
Peoria, Arizona.
The Preserve: this 2,361 acre development master plan was designed to preserve existing
native habitat through low density, clustered housing and limited disturbance of areas
within washes and slopes. The plan includes residential, commercial, executive
conferencing, golf course, village center, and extensive natural open space areas with
community services and recreational opportunities, Maricopa County, Arizona.
Grand Canyon West/Hualapai Indian Nation: a 9,000-acre master plan project for the
Hualapai Indian Nation. The plan includes conceptual site plans and a capital
improvement plan for future development of an airport terminal, museum/cultural center,
gift shop/shopping facilities, improvement and expansion of existing airstrip, a resort
hotel, and dining/cookout facility, along with the development of an architectural image
and design guidelines, Hualapai Nation,Arizona.
City of Benson General Plan: a plan to define the direction of growth and type of
development over a twenty year period. The plan outlines the community's goals and
objectives, establishes land use, circulation and economic development plans and
provides implementation strategies, Benson,Arizona.
Power Ranch: a 2,050-acre master planned community including a 670-acre retirement
community and 1,381 acres planned for a traditional neighborhood community. Two
golf courses, parks, school sites, a trail system and commercial core areas are
surrounded by high density residential. Lower density residential is located around the
periphery of the project. Trails, greenbelts and parks connect the neighborhoods with
the school sites and commercial area, emphasizing pedestrian and bicycle travel,
Gilbert, Arizona.
Gila Borderlands: regional planning study for approximately 85 square miles of the Gila
River Indian Reservation. The final document includes community goals and
objectives, land use plan, economic analysis, transportation plan and implementation
strategies, Maricopa County, Arizona.
Education
California State Polytechnic College, Mechanical Engineering
Arizona State University, College of Architecture
Cal
Stephen R. Kellogg, AICP
Project Manager, Planner
Project Responsibilities
As project manager Steve will be responsible for coordinating the project team,
maintaining work flow, scheduling and administration. Steve will also participate in plan
development and will be involved in public workshops and steering committee meetings.
Related Experience
Steve brings 26 years of public and private sector experience involving concept
development, master & site planning, and consensus building. He has planned large-
scale communities for a variety of multi-use projects in Hawaii, California, Colorado and
Alabama. He is effective at managing interdisciplinary teams, processing applications for
approval by reviewing agencies, and delivering public presentations. Steve is an
effective manager of people and projects. His relevant projects include:
Parkside Specific Area Plan: this project is currently in process for design guidelines
for 1,800 acres of a mixed-use project, Glendale, AZ.
Kailua-Kona Special District Plan: principal-in-charge and chief planner for a 700 acre
coastal resort town including design guidelines, land use plan, urban design
proposals, traffic analysis, infrastructure upgrades. Led community workshops and
task force meetings. County of Hawaii.
Tenney/Renton/Verona Village: project manager for preparation of design guidelines
to enhance the historic character and to provide guidance in the review, approval and
implementation for this 600 acre historic development. Ewa, Oahu, Hawaii.
Highlands Ranch: project manager for this 50-acre mixed use business center including
architectural theme guidelines used to establish standards for building
development. Douglas County, CO.
Cypress Special: prepared architectural design guidelines as part of a community
design study. Orange County, CA.
South Coast Scenic Improvement Project: planner for design and implementation
procedures for scenic highway preservation, community image, and urban design
proposals for coastal area of south Orange County. Orange County, CA.
Administrator, Design Review Board: provided administration, processing and staff
recommendations to the City of Huntington Beach, CA.
Sun Valley South: planner for a 12,232 acre desert site. The resulting master plan is
designed as a self-contained satellite community with a balance of employment and
population. The three defined villages offer a full range of housing types and
recreational uses around four development cores. Emphasis is on preservation of
the natural desert environment, Buckeye, AZ.
Land Use Element- Phase I: project manager for preparation of city-wide land use plan
including policies, goals, issues, plan, EIR and implementation for 28 square mile
city. Huntington Beach, CA.
Kealakekua Ranch Lands Master Plan: principal-in-charge and chief planner for
11,000+ acres with golf course, agricultural lots, and open space preserve. Density
transfer provides 75% open space. Use permits and re-zone application were
approved. South Kona, Hawaii
Kawaihae Area Plan: principal-in-charge and chief planner for 10,000 acre State
Hawaiian Home Lands parcel, master plan for 2,000 acre ten year plan area, town
center urban design plan and environmental impact statement. North Kohala,
Hawaii.
Pohakuloa Training Area Master Plan for U.S. Army: principal-in-charge and chief
planner of a site selection study and master plan for a new containment area and
future land use plan for the 108,000 acre facility. Hawaii.
Kahikinui Kuleana Area Plan for State of Hawaii: principal-in-charge and chief
planner for a project location study within 8,500 acre area and a development plan for
2,000 acre pastoral lot Hawaiian Home Lands project. Included coordination with
advisory committee. Kahikinui, Maui, Hawaii.
Irvine Environmental Corridor for Irvine Company: project planner for this master
plan, including urban design studies and development criteria for 5 mile long linear
urban core serving four adjacent residential villages of 50,000 people. Irvine, CA.
Upper K Ranch: project planner of master plan for 1,200 acre mixed-use planned
community, including development standards. Orange County, CA.
Education
University of California, Berkeley, Bachelor of Architecture
Professional Involvement
American Institute of Certified Planners (AICP)
Registered Architect, State of California
01
Michael Eagan, ASLA
Registered Landscape Architect
Project Manager
Project Responsibilities
As landscape designer, Michael will direct all phases of the design process including
schematic design, design development and computer-aided design of construction
documents.
Related Experience
Michael has experience in all phases of master planning and landscape, commercial,
residential, public and private projects. His relevant projects include:
Chandler Regional Park: master planning, public meetings, design guidelines,
construction documents, specifications and construction administration for a 150
acre regional park. The park includes a festival site, group picnic area, tennis center,
multi-generational center, botanical garden, maintenance facility, active recreation and
passive recreation. A ten-acre tennis center includes 20 courts with associated plaza,
pro shop, offices, locker rooms and landscape buffer, Chandler, Arizona.
Queen Creek Landfill Post-Closure Master Plan: master planning with public
involvement for the 125-acre Maricopa County landfill property which is being
closed. The 75-acre landfill area is being planned to accommodate equestrian uses
and passive recreation. The remaining 50-acres of non-landfill area will be used for
more intensive park activities which development standards were included, Queen
Creek, Arizona.
Golden Eagle Park: master planning, public meetings, site planning, design
guidelines, consultant coordination, construction documents, specifications, bid
schedules and construction administration for a 25 acre multi-use detention basin
park. The park includes baseball and softball fields, playgrounds, volleyball and
basketball courts, rollerblade/skateboard activity area, trail system, ramadas, picnic
areas, community center and maintenance facility, Fountain Hills, Arizona.*
Horizon Park: master planning, public meetings, site planning, design guidelines,
consultant coordination, construction documents, specifications, bid schedules and
construction administration for a 24 acre state-of-the-art softball complex with four
softball fields, two playgrounds, a community center, maintenance facility, tennis
courts, botanical walk, volleyball courts with viewer stands, batting structure and
restroom/concessions area, Scottsdale, Arizona.*
Red Mountain District Park: master planning with public involvement for the City's
1,000-acre district park facility with design guidelines/standards including an
aquatic park, 10-plex softball facility, 5,000 seat amphitheater, a senior citizen's
center and passive recreation facilities for thousands of users, Mesa, Arizona.*
Queen Creek Founders' Park: master plan for the existing 5.5-acre site and a 5-acre
expansion parcel and phase one construction documents. New facilities will include a
Youth Center, soccer field, additional basketball courts, relocated playground and an
amphitheater. The master plan integrated the existing Community Center, softball
field, basketball, tennis, and volleyball courts into a harmonious park with a well
defined pedestrian circulation system and parking areas. Phase one included
construction documents for the Youth Center building, Queen Creek, Arizona.
BNU/Cofco: landscape and hardscape design for a 25-acre Chinese cultural center.
Services included a pedestrian amenity plan, overall site landscaping, parking lot
design and a unique Chinese garden, Phoenix, Arizona.
Hillcrest Municipal Park: master planning, site planning, consultant coordination,
construction documents, specifications, bid schedules and construction administration
for a 10 acre privately-developed, public park with open space and trails system,
basketball courts, playgrounds, parking lots and softball field, Glendale, Arizona.*
Clemente Ranch Park: master planning, site planning, consultant coordination,
construction documents, specifications, bid schedules and construction administration
for an 18 acre park connected with a series of open spaces/retention basins into a
harmonious recreation area. The park includes softball fields, playgrounds, ramadas,
picnic areas, volleyball and basketball courts, an open space/trails system, a PAR
course and restrooms, Chandler, Arizona.*
Arizona Science Center: landscape designer and site inspector for this 120,000 s.f.
landmark project featuring four primary attractions: an interactive exhibit area, a
natural-setting planetarium, a science oasis and an IMAX theater. He was also
responsible for plant selection and coordination, Phoenix, Arizona.
Bank of America - Sky Harbor Center: site inspector for the landscape and hardscape
design for this 150,000 s.f. data operations center. Successfully requested significant
and beneficial changes to the overall development guidelines while maintaining the
surrounding buildings° original design intent, Phoenix, Arizona.
Swift Transportation: landscape designer for landscape and hardscape, quality control
and construction document review for a new transportation facility with ancillary
services on a new 100 acre site, Phoenix, Arizona.
Motorola Flat Panel Display Facility: landscape designer for the landscape and
hardscape plaza areas, master landscape plan and construction documentation for this
17 acre high-tech research and design facility, Tempe, Arizona.
General Instrument: landscape designer responsible for site details, construction
documentation and quality control for this new 250,000 s.f. electronics assembly
facility designed to expand to 400,000 s.f., Nogales, Sonora, Mexico.
AM Ranch: designer responsible for master plan development, subdivision layout and
open space/trail system for this 160 acre parcel, Phoenix, Arizona.
Municipal Parks: landscape designer and site inspector for a number of municipal parks
and larger scale recreational sports facilities for Glendale, Fountain Hills, Mesa,
Chandler, Page, Boulder City, Las Vegas and Hemeney park and ballfields.*
*Project completed prior to joining Cornoyer-Hedrick, Inc.
Education
Colorado State University, Bachelor of Science in Landscape Architecture, 1986
0111
James S. Bolek
Graphic Designer
Project Responsibilities
Jim is responsible for creative development and implementation of environmental signage
design.
Related Experience
Jim has 10 years professional experience, four at Cornoyer-Hedrick. His significant
projects include:
City of Mesa: senior designer responsible for creating integrated exterior and interior
sign systems for the downtown municipal "campus" of buildings. Ultimately,
these systems will be adapted to other city buildings, Mesa, Arizona.
City of Mesa Downtown Parking Program: senior designer responsible for a new
identity for the Downtown Parking Program, including identification and directional
signs and related collateral material, Mesa, Arizona.
Williams Gateway Airport: designer involved in creating new identity, signage and
information displays for this former U.S. Air Force Base, Mesa, Arizona.
Desert Ridge: principal designer responsible for entry monumentation, site signage
and trail signage for this 5,700 acre master planned community, Phoenix, Arizona.
Cornerstone: senior designer responsible for site graphics, including project identity,
main entry and directional signage. Involved with city planners to develop new
comprehensive signage plan for the project, Tempe, Arizona.
Arizona Science Center: designer involved in implementing interior and exterior
signage for this 120,000 s.f. landmark project featuring an interactive exhibit area, a
natural-setting planetarium, a science oasis and an IMAX theater. In addition the
facility will house classrooms, a gift shop, a demonstration amphitheater and a food
service area, Phoenix, Arizona.
Sierra Health Services Corporate Headquarters: senior designer responsible for site
and building identification and interior wayfinding signage for three buildings
totaling over 250,000 s.f., Las Vegas, Nevada.
Camelback Esplanade Phase II and Ill: senior designer responsible for the site and
building identification for an 11-story, 260,200 s.f. office building and a 15-story,
330,000 s.f buidling with below-grade parking for both structures, Phoenix, Arizona.
Chase Credit Card Processing Center: senior designer responsible for site and
building identification and interior signage for this 300,000 s.f. complex which includes
two 120,000 s.f. service center buildings, a 60,000 s.f. operations center, parking for
2,700 vehicles in two above-grade structures and associated retail shops and
restaurants, Tempe, Arizona.
Fletcher Heights: naming and design review of project logotype and environmental
graphic design elements including exterior entry monument, subdivision entry
monument and trail marker for this 800-acre master planned community, Peoria,
Arizona.
Education
Arizona State University, School of Art/Graphic Design, 1984-1986
Northern Arizona University, 1982-1984
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Roles of Town Staff
The areas in which Town staff could support the project effort include:
1) Arranging location and facilities for the public meeting and TAC meetings.
2) Providing notices and names for mailing lists and meeting attendance.
3) Design and maintenance of a web page, if used.
4) Provision of available Town information to facilitate research and assist in
arranging appointments for interviews.
5) Providing feedback from meetings and input on draft proposals.
6) Preparation of meeting notes.
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Presentation of Anticipated Products
The guidelines will be communicated in both graphic and written form. The following
section "Examples of Work" represents examples of proposed formats and methods
to be used in the project. Typically the product is 11x17 bound with text and graphics
depicting examples and typical concepts to illustrate the preferred designs.
Town of Oro Valley
General Plan Update
Town of Oro The Town of Oro Valley General
Valley General Plan Update focuses on 90 square
Plan Update
miles just north of Tucson,
Client: bordering the Coronado National
Town of Oro Valley
Forest,and will help guide the
Location:
Oro Valley,Arizona town's economic growth over the
Size: coming years.
90 square miles
Services Provided:
Land planning Currently,the town consists of low
density residential uses,with a
minor amount of commercial/retail
facilities. Since the town is
expected to quadruple over the
next 25 years,it is critical to factor
in commercial and service areas to
support this growth. Another
important element is the planning
for a better road system to
041
facilitate increased traffic flow.
Existing projects within the scope
of Oro Valley include a Del Webb
retirement community, Estes
Homes, low density master
planned communities,the
Sheraton El Conquistador hotel,
the Westword Look and La Paloma
resorts and the Tucson National
Golf Course.
Desert Mountain
Parcel 19
Desert Mountain Desert Mountain Parcel 19 has a
Parcel 19 variety of uses such as village
style retail,office facilities and a
Location: resort. Cornoyer-Hedrick prepared
Scottsdale,Arizona
a document that presented a
Size:
96 acres number of development options
Services Provided:
Development Concepts for the 96-acre parcel. All of the
&Character Criteria
options were intended to create a
strong "sense of place" by
preserving the natural features of
the site,taking advantage of the
views and vistas to and from the
site,and providing mixed uses that
complement one another.
The Character Criteria section of
the document describes the
influences that impact the actual
configuration of the built
environment. Additionally,this
section provides an outline for
resolving the juxtapostition of
building areas,pedestrian and
vehicular access,and the natural
desert.
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DEVELOPMENT CONCEPTS &
CHARACTER CRITERIA
410
40)
AR.CEL 19
DEsEwrMOU
4irr. „ December 1996
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Preface
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_ .
The information contained within this booklet will depict the
process and conclusions reached in the planning and
design of Parcel 19. It is divided into two sections.
The first section,Development Concepts, illustrates nine .
development concepts that were explored to reach the
desired plan. Option ten is the desired plan for site
development within Parcel 19. This plan clearly
demonstrates the direction most amenable to the site
constraints, both physically and aesthetically.
The second section,Character Criteria, describes the
influences that impact the actual configuration of the built
environment within Parcel 19. The character criteria
provides an outline for resolving the juxtaposition of
building areas, pedestrian and vehicular access, and the
natural desert. By using these criteria as intended a strong
sense of place for the commercial development will be
achieved.
IntroductIon
Desert Mountain Parcel 19 was originally conceived as the
primary location for services for the surrounding community.
The vision for this parcel has evolved into a site that has a
variety of uses such as village style retail, office facilities for
executives suites, and a western style resort that empha-
sizes an equestrian experience. Parcel 19 is located just
outside of the gated entry for Desert Mountain in the south-
west corner of the master planned community. Mountain
vistas, views of the adjacent Renegade Golf Course and
the proximity to the residences provide a unique setting for
a mixed use development.
This document has been prepared to present a number of
development options for the parcel. These options respond
to the opportunities and constraints that are found on the
parcel. The development options are intended to identify a
range of uses as well as intensity of development. A pre-
ferred plan has not yet been determined.
Ten development options have been created for the
approximately 96 acre parcel. The design intent varies
from concept to concept; however, each is intended to cre-
ate a strong sense of place. This is accomplished by pre-
serving and enhancing the natural features of the site, tak-
ing advantage of the views and vistas both from and to the
site, and by providing mixed-uses that complement each
other. The uses and intensity vary on each of the concepts.
Concept 1 illustrates the least intense scenario while
proposing a variety of uses such as commercial, office and
specialty hotel resort. Concept 4 illustrates the most
intense scenario also with a variety of uses. Each concept
provides neighborhood scale commercial uses for the near-
by residences along with uses that take advantage of the
outstanding location and views that are unique to the site.
To identify the best location for particular uses, a number of
site characteristics were examined including: existing con-
`w ditions, slopes, views both from and to the site, site
drainage and the existing development standards. The site
analysis, land use concepts and Federal Aviation
Regulations that apply to the site because of the adjacent
Carefree Airport are located in the appendix.
Introduction
The purpose of this section is to illustrate the intentions of
the development team in regard to Desert Mountain Parcel
19. The intent is to develop this parcel for mixed uses
providing retail, executive offices, commercial, resort and
limited service hotels, and healthcare services. This
document is not an architectural guideline, but an
expression of desired compatibility. The design team
seeks to show, through this document, their understanding
of the site and its surrounding environment, their respect
for local residential development, and the inherent
constraints involved in commercial development. The
vision is to create a development option that portrays a
strong sense of place through the integration of Desert
Character, Building Character, Material Character, Spatial
• Character, Signage Character and Parking Character.
Subtle signage and subtle
corporate identity
Desert landscaping frame -. •.r ..
sign ,
Color of signage blend well
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Colorful display promotes •
festive mood. . - ,I., y` � �' �•� Ate•'"
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Town and Country Mall
Signage Character
To enhance the beauty of the desert, as well as
maintain the viability of a commercial enterprise,
signage character becomes an important element to
consider.
The placement of the signage to identify a particular
function or activity must be incorporated into the site
so there is a balance. This balance will also be a
part of the building character. Blending the signage
into the overall building character and facade will
help keep it subtle. The key is to allow the signage
to identify a destination, not just be an identifying
element. The scale of the signage should be low
and incorporated into the landscape when separated
from the main building. Signage placed high above
the pedestrian scale presents visual clutter to the
surrounding developments as well as the neighboring
parcels.
Another important consideration is the signage color.
The colors of the signs should be subtle and
integrated. Desert tones that compliment the
building colors are acceptable, if they are also
compatible with the colors of the surrounding
environment. It is also understood that many large
companies have a great deal invested in signature
logos and corresponding copy. However, corporate
signature colors may not be sensitive to the
character theme of Desert Mountain. Many large
companies have adapted their logos and colors to
integrate with desert character. This integration.
strengthens the community and firmly supports the
parcel development goals.
Since Parcel 19 can be viewed from many areas
adjacent to the site, the impact of the sign
illumination needs-to be considered. The light level
should not impinge upon the adjacent sites, but allow
for recognition.
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McDowell Mountain Ranch
McDowell The environmental master plan for To take advantage of the mountain
Mountain Ranch McDowell Mountain Ranch began views,the entry monument was
with the development of a compre- designed as an event which
Client: hensive land use and circulation features open or low profile
Newhall Land-Arizona
Limited Partnership plan,the participation in a design elements so as not to obstruct,but
Location: competition and ultimately the enhance,the spectacular views.
Scottsdale,Arizona
Size: design of the various components
1,800 acres
which create and enhance the The richly-hued geology of the site
Services Provided:
Environmental master plan theme for the project. is interpreted primarily through the
Site planning
color palette and a precast"kit of
The theme is based on the natural parts"of desert masonry. The
elements inherent in the site. native stands of cholla and
Spectacular views of the McDowell saguaro are interpreted in a more
Mountains,trails and natural wash intensified manner at key areas of
corridors, multi-hued geology and the site. The indigenous animal
significant stands of cholla and and reptile species create a sense
saguaro,as well as numerous of wonder and discovery for the
species of animals and reptiles, site.
are all conveyed through h the y g
thematic design components. In Parcels are designed to use open-
addition,trails and natural wash space corridors as amenities for
corridors are each named for an the lots as well as focal points for
indigenous animal or reptile. circulation. Some of the parcels
offer distant views of city lights-
also a major amenity-which can
be maximized by careful
orientation of individual lots.
TABLE OF CONTENTS
PHILOSOPHY
)41 .
INTRODUCTION 11111 11:
t SITE DESIGN Mc-DOWELL
1.1 Subdivision Planning MOUNTAIN
1.2 Subdivision Amenities R ANC H
1.3 Building Envelope and Setbacks
1.4 Natural Areas
Design Guidelines
1.5 Natural Washes
1.6 Grading and Drainage
1.7 Protected Plants and Plant Salvage
1.8 Paving and Drtveways
1.9 Mailbox Units
1.10 Patios and Courtyards
1.11 Swimming Pools and Spas
1.12 Wails, View Fences and Gates
1.13 Retaining Watts •
1.14 Lighting
1.15 Utilities
2 LANDSCAPE
2.1 Landscape Character
2.2 Model Home Complex
2.3 Front Yard Landscape
2.4 Transitional Areas
2.5 Art, Ornamental Objects and Flagpoles
3 ARCHITECTURAL DESIGN
3.1 Architectural Character
3.2 Two Story Homes
3.3 Materials
3.4 Colors
3.5 Roofs
3.6 Building Projections
3.7 Windows
3.8 Roof Mounted Equipment
3.9 Solar Orientation and Applications
3.10 Screening
3 ARCHITECTURAL DESIGN
3.3 Materials
The dominant wall material should be
smooth, sand finish stucco with either an
integral color finish or matte painted finish.
Accents of texi:ured and integrally colored
concrete masonry or site stone veneers are
encouraged for fireplace masses, wall planes
or wainscot elements. Roof tiles should be
of Integrally colored materials. A11 material to
be approved by the Committee.
3.4 Colors
All colors shall conform to the ESLO
requirements for the upper desert.
A range of three colors of the same color
family is recommended for each house. All
colors chosen must have a light reflecting
value (LRV) of forty (40) or below. Exterior
paint and material colors shall be less than a
value of six (6) and a chroma of six (6), as
indicated in the Munsell Book of Color.
Each neighborhood should consist of a
minimum of three color families alternating in
a manner to minimize a mono-color
appearance to the neighborhood and
enhancing a sense of consumer individuality.
All color selections must be approved by the
Committee.
3.5 Roofs
Roofs of low 4 to 12 pitches in gable or hip
configurations are encouraged. Accents to
the basic roof mass may include taller,
steeper masses which may define entries or
long, two-story volumes. Because of the
sloping nature of the site, consideration must
be given to the treatment of any Rat roof
areas, as they will be viewed from adjacent
uphill properties. All flat roof parapets shall
be completely detailed and finished to match
12
the exterior walls, All flat areas shall receive
a complete layer of decomposed granite in a
color which complements the house color
and the desert floor or they shall be painted
to complement the house color. Other roof
materials such as non-reflective metals may
be considered, but are subject to the
approval of the Committee.
3.6 Building Projections
Building projections include chimney
masses, porches, balconies, railings or
exterior stairways. Additionally, more
. utilitarian elements such as vents, gutters,
downspouts and utility boxes are also
considered projections. in all cases, such
projections shall match the color of the
surface from which they project or be of a
color as approved by the Committee. All
building projections must be contained within
the building set back as required by City
ordinances.
3.7 Windows
Windows should be located where they can
capture mountain and city views, but shaded
from the intense summer sun, either by
recessed or 'punched' openings or through
overhangs and broad eavelines. Second
story windows shall be treated with 'punch
out surrounds.
Glazing shall be non-reflective, tinted and
energy efficient. The use of double insulated
systems, particularly at east and west
exposures, is encouraged.
3.8 Roof Mounted Equipment
The installation of any roof mounted
equipment is not permitted. Such equipment
includes, but may not be limited to,
antennas, air conditioning and heat pump
units, non-integrated solar collectors, wind
turbines and evaporative coolers.
Additionally, flat roofed areas may not be
used for storage of any kind and shall be
maintained in a clean and well-kept manner.
13
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Williams Gateway Airport
Williams Williams Gateway Airport is a A new identity,marketing graphics
Gateway Airport 4,000 acre,former air force base and a signing program were also
located in Mesa,Arizona. A developed. Individual projects
Client: commercial and industrial site plan included naming,identity,
Williams Redevelopment
Partnership was developed to guide business system,signage,
Location: development of the land uses collateral materials and exhibit
Mesa,Arizona
adjacent to the airport. The plan design. The process required
Size:
4,000 acres was intended to help implement building consensus among
Service Provided: the airport master plan;it multiple government entities
Land planning
Graphic design incorporate results of marketing within the east valley cities of
and economic analysis completed Gilbert, Mesa,Chandler and Queen
by the project team. The project Creek.
included site analysis,general
circulation and site planning.
Consideration of the existing
facilities was especially important
in the planning process.
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Location
Mesa,Arizona '
Client
Williams Redevelopment
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Size
4,000 acres
Services Provided
Graphic design/signage
Land planning
Features
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graphics and signage program at
for former air force baseauk Ori
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multiple government entities
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Exhibit design for Farnsborough
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Illoar
Alliapr
EN Primary N Secondary
Directional Entry
Sign Identification
\\YA\\V , \
4
Torminal
I I E3uilding
Aviation
Sorvicos
f\
..__ WILLIAMS �--
GATEWAY
AIRPORT
MO Streetside - Building PIN Long lum Long
Building Number Range Range
Numbering with Building Tenant
with Tenant Number Identification
Tenant Identification
Listing
21 = -ion En ineerin
Parking Spot
Parking Spot Parking Spot is an identifier for
additional parking located behind
buildings in downtown Mesa. City
Client: research showed that many large
City of Mesa
parking lots were underutilized due
Location:
Mesa,Arizona to a lack of public awareness. To
Completed:
1995 overcome this,a friendly looking
Services Provided: mutt,Spot,was created providing
Graphic design/signage
quick identification to the entrance
of these lots.
Spot will be applied to directional
signs in addition to informational
posters to be placed in storefront
windows. Also,to increase
awareness for the program,
parking attendant uniforms, ball
caps, buttons and print ads were
designed for later implementation.
See Spot .
Park .
At
PARKING SPOT
MESA TOWN CENTER
Finding a place to park in downtown Mesa can be downright simple.
Just look for our friendly Parking Spot signs to help you locate all the free parking lots in the downtown area.
For additional information call 890-2613.
MESA TOWN CENTER
Scottsdale Mountain
Scottsdale Scottsdale Mountain is a 1,400
Mountain acre master planned community.
Cornoyer-Hedrick designed the
Client: information center,guard stations
Suncor Development
Company and gates,tennis center, bridges,a
Locaton: comprehensive signage program
Scottsdale,Arizona
Services Provided: and project wall, as well as fence
Project identity
Graphic design systems for this premier
Architecture
Interior architecture residential community.
Design guidelines
Cornoyer-Hedrick also prepared a
complete set of design guidelines
for the project.
The graphics,signage,specialty
lighting and site wall features are
first formed at the project's main
entrance and help set the stage for
pv5.:
arrival at the information center.
The detailing, materials and colors
utilized throughout the project
create a thematic image consistant
with the quality homes available at
Scottsdale Mountain.
D E S 1 G N
S C OTT S DALE':/•/\-%
MOUNTAIN
G U I D E L { N E S
A Master Planned Communityby Suncor Development Company
2 n d D R A F T
TABLE O CONTENTS
1. INTRODUCTION 1
1.1 GENERAL 1
GUIDELINES FOR SUBDIVISIONS 3
2.1 SITE PLANNING 3
2.1.1 Project Entries 3
2.1.2 R oadways 3
2.1.3 Site Grading & Drainage 3
2.1.4 Solar Orientation 3
2.1.5 Parking 4
''1.6 Setbacks 4
2.1.7 Lighting 4
2.1.8 Walls and Fences 4
2.1.9 Foundations and Retaining Walls 5
2.1.10 Utilities 5
2.1.11 Service Areas 5
2.1.12 Mailboxes 5
2.1.13 Swimming Pools 6
2.1.14 Lot Restrictions 6
2.1.15 Model Complex 6
2.2 ARCHITECTURE GUIDELINES 7
2.2.1 Residential Design Criteria 7
2.2.2 Height of Structure 7
2.23 Color 7
2.2.4 Building Projections S
2.2.5 Roofs 8
2.2.6 Exterior Surfaces 9
2.2.7 Exterior Storage 9
2.2.8 Antennas/Satellite Dishes 9
2.2.9 Play Equipment 10
2.2.10 Solar Application 10
2.2.11 Signage 10
2.2.12 Garages 10
23 LANDSCAPE DESIGN 11
23.1 Landscape Design Criteria 11
23.2 Streetscape 11
233 Model Complex 12
23.4 Landscape Installation and Materials 12
2.4 CONSTRUCTION AND TEMPORARY USES 15
2.4.1 Pre-construction Conference 15
2.4.2 Occupational Safety and Health Act 15
2.43 Construction Field Offices 15
2.4.4 Debris and Trash Storage and 15
2.4.5 Sanitary Facilities 16
2.4.6 Vehicles and Parking Areas 16
2.4.7 Preservation and Protection of 16
2.4.8 Excavation Materials 17
2.4.9 Blasting 17
2.4.10 Street Repair and Property Damage 17
2.4.11 Miscellaneous and General Practices 18
3. GUIDELINES FOR CUSTOM HOMES ; 20
3.1 SITE PLANNING 20
3.1.1 Project Entries 20
3.1.2 Roadways 20
3.1.3 Site Grading and Drainage 20
3.1.4 Building Envelope 20
3.15 Solar Orientation 20
3.1.6 Parking 21
3.1.7 Setbacks 21
3.1.8 Lighting 21
3.1.9 Walls and Fences 21
3.1.10 Foundations and Retaining Walls 2
N
3.1.11 Utilities 2
3.1.12 Service Areas 23
3.1.13 Mailboxes 23
3.1.14 Swimming Pools 23
3.1.15 Sport Courts 23
3.1.16 Lot Restrictions 23
3.2 ARCHITECTURE GUIDELINES 24
3.2.1 Residential Design Criteria 24
3.2.2 Height of Structure 24
3.23 Color 24
3.2.4 Building Projections 25
3.23 Roofs 25
3.2.6 Exterior Surfaces 26
3.2.7 Exterior Storage 26
3.2.8 Antennas/SatelIite Dishes 26
3.2.9 Play Equipment 27
3.2.10 Solar Application 27
3.2.11 Guest Houses and Guest Suites 27
3.2.12 Signage 27
3.2.13 Garages and Carports 28
3.3 LANDSCAPE DESIGN 29
3.3.1 Landscape Design Criteria 29
33.2 Streetscape 29
3.3.3 Landscape Installation and Materials 29
3.4 CONSTRUCTION AND TEMPORARY USES 33
3.4.1 Pre-construction Conference 33
3.4.2 Occupational Safety and Health Act (OSHA) 33
3.43 Construction Field Offices 33
3.4.4 Debris and Trash Storage and Removal 33
3.4.5 Sanitary Facilities 34
3.4.6 Vehicles and Parking Areas 34
3.4.7 Preservation and Protection of Natural Features = 34
3.4.8 Excavation Materials 35
3.4.9 Blasting 35
3.4.10 Street Repair and Property Damage 35
3.4.11 Miscellaneous and General Practices 36
4. GUIDELINES FOR COMMUNITY LIVING 38
4.1 GENERAL PRINCIPLES 38
4.1.1 Purpose 38
4.1.2 Protection of Neighbors 3S
4.13 Design Compatibility 38
4.1.4 Workmanship 38
4.2 ARCHITECTURE 39
4.2.1 Criteria 39
4.2.2 Awnings and Canopies 39
4.2.3 Patio Covers and Storage Buildings 39
4.2.4 Double Gates 39
4.2.5 Antennas 40.
4.2.6 Roof Equipment 40
4.2.7 Garages 40
43 LANDSCAPE DESIGN AND SITE IMPROVEMENTS 41
43.1 Criteria 41
43.2 Plant Material 42
4.33 Landscape Installation 42
43.4 Hardscape 45
43.5 Ornamentation 45
43.6 Washes 45
43.7 Swimming Pools 45
43.8 Flagpoles 46
43.9 Driveways 46
4.3.10 Clotheslines 46
43.11 Signs 46
43.12 Play Equipment 47
43.13 Window Treatment 47
4.4 COMMUNITY RULES 4S
4.4.1 Criteria 48
4.4.2 General Property Restrictions 48
4.43 Trash Containers and Collection 48
4.4.4 Pets 48
4.4.5 Machinery and Equipment 49
4.4.6 Vehicles, Campers and Boats 49
4.4.7 Parking 49
4.4.8 Building Repair 49
4.4.9 Violation Enforcement 50
S. APPENDIX 51
5.1 DEFINITIONS 51
5.2 ARCHITECTURAL COMMITTEE 54
5.2.1 Architectural Committee Membership S4
5.2.2 Duties 54
5.23 Meetings 54
5.2.4 Compensation 54
5.2.6 Non-Liability 55
5.2.7 Enforcement 56
5.2.8 Fees and Deposits 56
53 DESIGN REVIEW PROCEDURES S8
53.1 Pre-Design Meeting 58
53.2 Submission of Application 59
533 Review of Plans 61
53.4 Final Review 62
53.5 Changes and Resubmittal 63
53.6 Commencement of Construction 63
5.3.7 Inspection and/or Complction 64
53.8 Waiver 65
53.9 Certificate 66
5.3.10 Method of Delivering Plans and Other Communications 67
5.3.11 Deposit
6$
5.4 SCOTTSDALE MOUNTAIN DESIGN REVIEW APPLICATION 69
5.5 APPROVED PLANT LIST 71
5.5.1 TREES 71
53.2 SHRUBS 71
5.5.3 CACTI and YUCCA 7?
5.5.4 WILDFLOWERS and GROUNDCOVERS 7?
5.6 PROHIBITED PLANT MATERIALS 73
5.7 SUBDIVISION FRONT YARD LANDSCAPE PLANS 74
5.8 TURF RESTRICTIONS SUMMARY 75
5.9 CUSTOM LOT BUILDING ENVELOPE STUDIES 76
1 GUIDELINES FOR SUBDIVISIONS
2.1 SITE PLANNING
2.1.1 Project Entries
Unless otherwise approved by the
Scottsdale Mountain Community
Association (SMCA) or the
Committee, the start of construction
of the subdivision entries shall occur
not more than 30-days after the
completion of the subdivision walls.
The subdivision entries shall be
constructed in a manner consistent
with the Project Character Plan and
must be approved by the Committee.
2.1.2 Roadways
All roadways within Scottsdale
Mountain with the exception of 136th
Street south of the primary project
entry are private and are maintained
by the SMCA. All subdivision streets
shall be defined with a roll type or • ��-
ribbon curb without sidewalks. ^ • ";' 1 I )•.., .
2.1.3 Site Grading & Drainage : -: .-r.;; l•-:'.,Tx,
:,-t ' 4::':1-'rly,r„6"tzrati:;=("! •r-
i, ,,..w.
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All grading for the subdivision lots is • r , �- �.i: 7`
the responsibility of the master .` 4i. '-1 --'' " _,�
developer. It is the responsibility of ;� R� �w;'' •", ....,:► �'' ,
w
the Builder and home owner not to _ _
-�� -, ..),... 4.t- ,•1
impede man-made or natural {' 0 A . t , :hx••:�,,• . • -,
s` '' •t,.1
drainage patterns unless otherwise •. 2. PI F..��ri. ,, : , .4!'i..; „\?--moi
approved by the master developer. ,� �::,1, '� • ,. f'— NI
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2.1.4 Solar Orientation -.•- •_ _ u, �Abh .,r ,_
^..,„x,.,47, wa! .:�fM _-•...•i-• r.. w ` r +..., ''
Houses should be designed and sited •f' � :...==..,„::%,....:•%.• - '
to optimize seasonal passive solar ` •, ,:� +'' •"' `� �:
orientation. Glass should be . - 411--;•-�-:1' - �.• (
designed with regard fora balance ••• r ` ••'•
between views and solar exposure. • ' ���t ��'�� �'
0N4.
Exterior spaces should be oriented to :,..7),.-Pl•
( _ 'optimize sun in the winter while :7 '"r' _ -- �a _. \1
. .... �� \ti ' . it r.-
controlling the sun in the summer. - •'`.�These ma} be accomplished with :211It:
, r _,;, ,� ,`r _.., ' j "!.. -
z
architectural components, deciduous _ =_ -- ':a.� _ 'F==` -'-:' - -2. �•
trees, or a combination of the two. . • ,' . ,-=— •• .` _ �`• ��
3
2.3 L A N D S C A P E D E S I G N
23.1 Landscape Design Criteria
The subdivision builder shall provide
front yard landscaping for each lot
within the subdivision. The landscape
composition shall consist of a
minimum of one 36" box size
specimen tree. A limited number of
species shall be used for each street .
within the subdivision as selected
from the plant palette to enhance a
feeling of neighborhood. The shrubs
and ground covers, as selected from
the recommended plant palette, shall
constitute a minimum of 75% of the
total front yard landscape area upon
maturity thus reducing the amount of
exposed decomposed granite which is
found in most developments. This ,�� -j �,�,� �.,,---''''' K,
intensity of planting is consistent with --�;`�"''-- �"�-'• ' ''��1.'
the native desert found in the higher -": ��;�,. ;-' ..;1;M. -.$:-.--.,::-,.-., • •
fir, -• "''.;v-�-��'�� '!�"
elevations. Turf may he incorporated �: `a.-:= � s- ;,ar ;�:•- =--• \; t ."-711
.
into the front yard with restrictions as 4,'':, ,','-'•-•.' 7-.6 ''.-",l .• �•t3 -;�M
found in the Appendix of this - - , At '• ii":
PPS .,� �/- -rr.P.,-A....f4-::-:c7-�._._1xw; �
document. Turf may be included in __I: ; =- ?;,• � .: -1*--Z:=,3 _1. ,.; .
the 75% vegetative cover stated '-r - -?' . '4;
:
above. The landscape theme should '�-- .1 • t .� • . ,� �--' fi
• ,,
rely on simple masses of a few - I...itjtjt .._
materials to foster continuity ?': • --.4az �,.;,� -..---'- - '=".. -
• ti'*... , N,k > 4.18:•'2. 3i. -f.:;:ir:
-w-�.ithroughout the neighborhood. r _;..x.:-„�._-1 • =-'.� •- .
Strategically placed accent plants can , - --��,► f
- ��'�'��:� ,�.�-..t..r ► '�,� 'moi. . � ..7
•
give identity to individual properties. ,,,,....:-4,_
.i
''•"7: V .% `',„.-
Several typical plans for front yard ' .� A� . - •: •..
landscape treatments have been • -.
provided in the Appendix of this �` � �” -,j: u•P= p i,•r '• •.-'
document. Builders should avoid the -.4...,�•- - 4 rr,1;,,y..'-�;'a;�'1 • .
.J .}*- -'
use of small arbitrary mounds, s` �-; -•N-,. �'-
boulders smaller than two feet, ! .. -,._ ••:':; ' , -' '�'r ---
-
.
chemically colored rock, and '
i `.tett.� L.;- 1
landscape timbers. All landscape -I`' '� - ' -_
plans are subject to the approval of N _4; t. '_..,'4 _._- •-
the Committee. - ' t. r-,--,,,'I.:
........ --•,--'" .0.4.4'..',-4,-•:- i'L'..:- ., r`-'"—"---1
Typical front yard landscape plans, ���� . ,vim•,; -� :'ow% �1 � +
forgivens win h - . •, J
o a .ho � t c -, �.�., 3,,: •� i ,_
general theme, plant materials and �'� _ ,,,, • 6.;4`';1. i'';?. ., _•;•
massing are to be submitted by each `C , _.Ii, .:- -�.•• .% = ,•
builder for approval of the E= ',''' �''� '�``•=
,te r-- rt �,TM,�,,t -`
Committee prior to the installation of �.1 -
any front yard landscaping. ....----..„7---.
23.2 Streetscape
The strcetscape theme for Scottsdale
Mountain was installed by the master
developer. It incorporates indigenous
11
Ocotillo
Ocotillo Ocotillo,a 5,100 acre master provides buffers between differing
planned community, is planned land uses, creating a pleasant and
around a lake system designed to attractive environment.
Client: retain stormwater runoff and to
Ocotillo West
store and transport 1.5 to 20.5 The community features a
Location:
Chandler,Arizona million gallons of reclaimed water computer-monitored reclaimed
Size: daily. Phase One, 1,075 acres, water delivery system.The
5,100 acres
Completed: includes a lush 27-hole golf technical aspects of water
1990 course and lake community circulation, delivery monitoring
Services Provided:
Annexation developed through the use of systems and landscape irrigation
Master planning
Rezoning reclaimed water. The result is a systems were conceptualized and
Subdivision design
Design guidelines unique environment of lakes, implemented by Cornoyer Hedrick.
Landscape architecture
Golf course routing waterways, parks, linear paths and
Awards:
City of Chandler golf courses that promote a sense
Architectural Excellence
Award- of character and identity for both
Ocotillo Golf Course
Ocotillo Park B residents and visitors.
Pacific Coast Builders
Gold Nugget Grand
Award-Best Community A lineal open space system with
Plan 1990
95 acres of lakes and 37 acres of
Phoenix Valley Forward-
Ocotillo Planned parks is included in Phase One.
Community Master Plan
The parks include passive and
active recreational areas,
pedestrian and bicycle paths and
waterways. The park system,
including waterways, provides
access to and from any location
within Ocotillo by foot, bicycle or
boat. The open space system
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OCOTILLO
Design Review Check List
LI Preliminary Review
(Project Name) (Submittal Date) G Final Review
C Application Fee Pd.
Design Review Procedures - Site Plans
Submit four sets of bluelines to the Design Review Committee for
review and comment. The site plans should include development
of entire property, including future phases. Minimum required data
is as follows:
Project Data
E 1. Name of owner, developer, and/or builder.
• 2. Name of project.
E 3. Proposed use.
E . Development schedule.
E 5. Square footage of buildings and/or residential units.
E 6. Price range of residential units (rent or sale).
• 7. Identification of phasing with phasing schedule.
• 8. Total anticipated number of employees for commercial, office;
employment uses.
• 9. Name, address and telephone number of person with long-term
responsibility for the project, who will maintain communication
with Review Committee.
Site Plan(s) with location and extent of:
1. Setbacks for building and parking areas.
2. Storage, loading and trash areas.
3. Building envelopes.
D 4. Parking areas with total spaces and sizes provided.
• 5. Driveways and sidewalks.
• 6. Site lighting, including fixture selection.
• 7. Landscaped areas.
O 8. Grading and drainage.
Rev. January 1986
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Town of Queen Creek
General Plan
Town of Queen Town of Queen Creek General A series of public workshops
Creek Plan,encompasses 29 square gained community input
General Plan
miles,in southeast Maricopa throughout the planning process
Client: County. An implementable general and at specific project milestones.
Town of Queen Creek
plan was developed to guide the To maximize the level of public
Location:
Queen Creek,Arizona Town of Queen Creek's future participation,a traveling exhibit
Size: growth and development for a 20 was prepared and displayed at
29 square miles
year period. various locations that experience a
Completed:
July 1991 high amount to local foot-traffic.
Services Provided: Several attributes unique to the Ample paper was provided at each
General plan
Queen Creek area and key display to enable residents to
Award:
Best Comprehensive considerations in the planning quickly and easily communicate
General Plan-Arizona
Planning Association effort include the close proximity their comments and suggestions.
of a regional park and mountain Flyers were distributed prior to
range;large washes and habitat each public meeting and a large
areas that traverse the area and advertisement appeared in the
the desire of the primarily local newspaper. A cowboy
agricultural community to character was developed as an
maintain a sense of rural informal identification mechanism
character. and appeared on all informal
bulletins,encouraging residents to
The project team remained get involved.
sensitive to environmental and
quality of life concerns while Funds for the general plan were
addressing the issues of land use, Community Development Block
circulation and public facilities and Grant(CDBG) monies provided
services. with the assistance of the
Maricopa County Community
Development Agency and were
justified through the detailed
progress reports prepared and
submitted monthly in accordance
with CDBG regulations.
Town of Queen Creek
-----,,.
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3
General Plan ' 3
Location
x t,.,xi
Queen Creek,Arizona _ ..,, .47. (
Client ..; -
Town of Queen Creek
Size
29 square miles
Services Provided
General plan
Public facilitation
Features
20-year planning horizon -.--a__ `'"""
band Use Plan (
i: r'', ,,"'''>., '4'.
Land use,circulation and , int 114:-",s,<.., + �[*:I1I
l' 111.1 l k N,t,Lim oe►►,il,Ite.itle►tlial
elements ti .. �_ I;NIP } x,lt —�
1 11 t?It L„ '3 1} I int I r,Ite►Hite Ite.identlnl
.I-s' a -f°{::� .,,,, �K t�,,;1}1 . __ _ .w w. t,w:t�i ter.,
Public workshops for Amill''''''' '. • �.. •� .�, 1
., ;. : �. 5-,�,a.,•.z».�r•�xyn.,. •�* ♦11111 lil►ItlUe1N11� tc.i
( r �It t 1 de►uial
Community input 1: ‘ [-----c.,\\
+ �� �_` �� 1 ��m E„,,,,o!
11 Il K I n►en, '1 1,
m DR ', .1 1 +, J/ \ s w 1.I/It
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mnIt m0u
Storyboard process established ~*`�' �``` '”' I,ttt'►fit"►"`�°I I'' I`
I
r!_e+ i '�°i,, 1 `� "`,._��` �; f,f.1.r 1t la Mk.4wr,rlefU11 MM..11;, ,.,ra.t
community goals and policies kk f _
rlt rrttt�f a9' ._._.yrom, 1 _. ~".- ,, `� - I'cnlrr
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z x? N. +.....�...„. .... I ly'. 1M Mwh+tt'a,w�}�t 1F.W1W.w•I,r
F w , I '�y ,�II1! I IrM1.,N,«
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advertisements maximized level - � i bort /¢� .-, MI/It ;,, r1►hllr-v►1t1 •l.►►l►rl
of public participation 11I I)Il° l.---...S `•;, 1. f It t. .t\NOgT.IM+d.wptl,f lwy.Nw1�,.m
, 1LIMO
I i1 ' ,, �',� •••.t.. Major��rlerltll Itoalltta
cce, '41,,,'1') II, i'>,,, ``." 11I)It "'•'�... ut►r.rlerittl Itntul�tt
1N 21 t,
Get Involved graphic -----
g p ®,, ----_--- !.Ixcltd'I'oan(*cosier 11r�w1
identifier symbolizing rural 'r Lmt �=� . .:..., 'lost'"�:. w
.A.,,,,,`
lifestyle,San Tan Mountains, v1 It .,t bolt} ..„f
111
historic townsite and canals , �.,.,i '$_ z"
used to increaseublic ,
p Lim It E,AIi
awareness ,€,• ,,E "''"`
locust of
Sensitive to environmental '''''.4w. VI.It ,i... C111111N:101[/1NIMI teN
concerns and community's I vLItv "I.It 1.-.311)
1'1.It , ��►t'11�ral 1111111
desire to maintain rural lifestyle
Major washes preserved for �, .__ ,�. .I ,,, ...�_____w_�
multi-use trails ''"
•N
Detailed monthly progress ...MIN.....MO...
reports submitted in
, Ili' '.
accordance with CDBG
regulations
k\kil
Award
Best Comprehensive/General
Plan-Arizona Planning .�,• A—Ets, T
4ti to:".,,, ,
Association �( V 0 E D
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1900 ; '-; , °()2x)0 _is,'_/' ,�, ', VLDR ` � �J
' �'`- LEGEND
-',; 1'- ', IIIII Town Center
0 _ /'' \i.nR I Very Low Density Residential
200 l i, '~'`�� 'i
--_-___ (0-1 DU/ac,Target Density 0.8 DU/ac) Includes Municipal Buildings,()fticc,
,. i , _ Tri)„
_.I unur,rrcial,wd Higher Geusity Residential
01.
3000 _ '.; . _', ' ,',-:-1 I t I),t Low Density Residential (A-I s Dl t/ac)
1900'- -- ", _ I I,''i :\,, (1 ?T)i7/ac,Targel 1)ensi1)1.7 T)11/ac) Employment.-Type A
,'- -',,,, -11,',, includes Manufacturing and Distribution
•�= , ', , \iI112 Yledium Density Residential g'
,,I ,_•- + 1..-7.-' ' ,.\� / , t� r (� 4 U�1/aC,'1'1r of 1.) 15�.S 1..)I_1/ac) Employment-Type l;
,``�, ,_ i; ,_ \-` s::',/) 1 I,1+I I'I: 1 Includes low profile Office,Light industrial
'-':; I_ Master Plan Areas and Business Parks
'1 /, 19(>nt,'rt�, Public/Quasi-Public
C r, --
i includes existing Schools and Arizona Boys Ranch
,
, g i`—t1Opel'Space
Fs, s Includes Major Washes
V
��, Note:The land uses shown are generalized by location and use.Refer to the Land Use Goals,
Policies and definitions in the text.
Imp e) mallimillimmum
LAND USE PLAN
NORTH 0 O.5 1 2 Miles Exhibit 4
•
dmtown of
CornoyerHedrick Coll
2425 East Caelback Road ..11%,,.. `
rn
Suite 400
Phoenix,AZ 85016
602381.4848 general plan
Town of Queen Creek
Comprehensive Parks and Trails Plan
Queen Creek The Queen Creek Comprehensive
Comprehensive Parks Plan included development
Parks and Trails
Plan of the town's overall concept for
Client: recreation facilities and trail
Town of Queen Creek
system. Using the storyboarding
Location:
Queen Creek,Arizona process to achieve consensus,
Completed: priority for facilities and the
March 1995
implementation strategy were
Services Provided:
Comprehensive planning established. The plan is an
Landscape architecture
enabling tool to be used in
achieving the recreation and open
space goals of the general plan.
An extensive on-site survey of trail
corridors and recreational sites
was conducted and conceptual
park layouts for specific sites in
the recreation system were
designed. Also, standards were
developed for equestrian and
multi-use trails as well as trail
heads, parking areas,street
crossings and underpasses. The
final design provides an
interconnected recreational
network throughout the town with
logical strategies to assist in
implementing the plan to benefit
the town's residents.
Trail Corridor Easement(Minimum of 50')
1
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ail Corridor (Typical
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COMMUNITY WORKSHOPS `
AND PROGRAMMING o�sH
�. SESSIONS
The firm's planning and design process ,' ``
. .!1(-1 ow.,
often involves both public and private , �, ,:.
workshops to accomplish a three-fold
objective: (1) to focus project direction; .":••••'' ''
(2) to develop project momentum and
enthusiasm; and (3) to build consensus „• •
support for programs and facilities. REPORT
Recognizing this authorshipof -
g •.
r.l—i
public/private users is essential.to -�•. • . • � 4
develop plans that address specific goals, • •' .: • ! t .
issues and needs of the community or • .
client. Pi-
For public projects, the necessary ongoingN' ...
support of the community is built through
this process; a support that may be key to ..• •
implementing specific tasks and ,4
generating financial commitments for a jil ,
successful project. p
These workshops and programming `Rh
sessions also contribute to establishing ,
community pride and client identity.
Participating workshop groups benefit
from the synergy generated by a team ilwilr.' 'IP'
effort with more than one idea, or _ —
f dr
thought. Ideas are generated quickly and ., ,� -• -- .�_ ' -'' •'
tested for appP ro riate response to goals, _ ,.
facts, issues, needs and ideas for the 1 •k,
project. Results of these sessions assure t, •... •
a viable project with successful planning •
• .,,, r...� R
and design solutions. �. .... }
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THE TOWNSCAPE PLAN "
Design Guidelines for Cypress, Orange County, California
1. Design the WHOLE building. All buildings shall
be designed in a manner that carries out all
elements of the building design or style on all
sides of the structure. (Especially important for
large industrial buildings.)
• .e , . -: : 2. Limit range of materials and colors. Materials
'` and colors shall not be randomly or arbitrarily
� _ t tar
y., mixed.The building shall have a specific and
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relating both to the form of the building and to
iet
.�:. `'�. -r its immediate environment.
. -
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- ,T3. Appropriate scale, mass, proportions. Scale,
'`.'. - mass and proportion shall be appropriate to
i the building function, and the design shall
' `.•+; •;'...0: '.; relate harmoniously with existing and
tz-, ;;Stasigt,r4proposed adjoining developments. Avoid both
excessive variety and monotonous repetition.
4. Consider the pedestrian. Where possible, non-
residetial buildings should be designed for
• access by and interest to the pedestrian, as
well as the motorist.
• -=""_rte ' S. No architectural gimmicks. Color, design,
r . f
_ - shape and mass of the building shall not be
tr.,........., r...1:4'
r �; predicated on architectural gimmickry. Design
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shall avoidusingvisual
.- .F�• contrast from
•: •.,_ ' __. neighbors as an advertising tool and attention
'li'' : = : - getter. Where warranted similarity f style
might even be encouraged.
6. Conceal unsightly areas. Mechanical and
electrical equipment shall be effectively
concealed, the method of enclosure being an
integral part of the total building design.
Loading, storage, and trash areas shall be
•
_:\‘-',1\ similarly enclosed or landscape-screened from
street view. (Especially important: no outdoor
•• !. i storage at service stations—except of rental
Ptit f _ trailers, etc.—and garage entrances shall be
Asfi ,.` from a side not facing the street).
��,��� '�'" i , . �� 7. Well integrated signing.The building and
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design of the sign, its frame, standards, etc.
�'.: f shall harmoniously relate to the building
:•••- •�` design. Cypress has acted laudably to control
~" - • 1
biiiisigns by ordinance, as in prohibiting signs
• above roof lines.This guideline is intended to
encourage thoughtful design.
8. All exterior elevations shall be designed by a
licensed architect.
- 59 -
Highlands Ranch
Architectural Theme Guidelines
4. Parking Areas Vehicular access -,
to each site must be care-
. -fully designed with respect re-
to curves , sight
distances, and other relevant engineering
=criteria. Parking areas are to be on-site
and should be broken up as much aso
P ssible
by planted areas to
provide visual relief.
Parking areas should be lighted and sized
in accordance with
the guidelines . Areas
for handicap and visitor
parking should beclear1y indicated and
easy to find.
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5. Lighting
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should be simple and un- + "
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Light standards can be an important element
of consistency in the development. A singleletype and design should be chosen for parking
lot lighting and for illumination of edes-
trian pathways . Standards dards should be simple
but aesthetically attractive. Parking lot
standards should be no more than sixteen
• feet tall . A metal halide light source is
preferred.
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pathways should be 4ihtt fr %
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lar in design to parking ` ili
lot standards.
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Facilities/Equipment Available
The offices of Cornoyer-Hedrick, Inc. are located at 2425 East Camelback Road,
Suite 400, Phoenix, Arizona 85016. Cornoyer-Hedrick is a multi-disciplinary design
firm offering a full range of services including architecture, interior architecture,
facilities management, land planning, landscape architecture, 3-D animation and
graphic design. Established in 1975, Cornoyer-Hedrick has grown to become one of
the Southwest's leading full-service design firms, with projects throughout the United
States. The firm totals more than 130 professional and support staff capable of
providing all major design services for any development endeavor. The entire team is
in-house at the above location. Aside from the above disciplines, the firm also
maintains a marketing department to provide additional assistance both within the
firm and for outside marketing endeavors.
The staff consists of:
23 registered architects
34 architects (degree graduates, interns, drafters)
4 planners
7 landscape designers and CADD designers
22 administrative and support staff
40 interior designers, facilities management, space planners
3 graphic designers
CADD/Computer Technology
Since initial equipment purchase in 1985, Cornoyer-Hedrick is fully networked with 80
AutoCAD stations (currently Release 13 for Windows NT; Release 14 anticipated by
5/15/98) and 2 3D Computer Animation stations (using 3D Studio Max 2.1 and
Lightscape 3.0). In total, we have 7 File Servers, 140 PC workstations & notebook
computers used for CADD, 3D Computer Animation, Graphic Design, Word
Processing, Project Management, Spread Sheets, Accounting, Database,
Scheduling, Multi-media/Marketing, E-mail and Internet access. Cornoyer-Hedrick
uses computers to aid the design process in many ways in addition to the typical 2D
drafting tasks.
Computer Animation
Cornoyer-Hedrick currently uses software capable of generating three-dimensional
models from two-dimensional concepts for walk throughs or fly-bys. This cutting
edge technology gives the viewer the experience of moving through or around the
environment. Design elements such as form, lighting, color schemes, site
furnishings, space adjacencies and materials can accurately be shown, manipulated
and revised. The final product is an extremely powerful presentation tool which can
be used for visualization, decision-making, problem solving and marketing.
Every Cornoyer-Hedrick employee has an Internet E-mail address and can send and
receive Internet E-mail directly from their desktop. There is a 24-hour-a-day
Cornoyer-Hedrick Electronic Bulletin Board and Internet FTP available for file
transfers. For additional information visit HTTP://www.cornoyerhedrick.com or send
e-mail to: info@cornoyerhedrick.com
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Reporting Procedures
Proposed procedures for reporting project progress include:
A. Monthly status reports attached to billings; to include percentage of work
completed by task and specific work accomplished.
B. Minutes from each meeting.
C. Report summarizing results of Research and Analysis phase of work.
D. Draft of design guidelines, in the form of narrative and graphics. This will
be delivered after every TAC meeting and the Planning Commission
meeting.
E. A concept plan in graphic form of the community design concept plan.
8. References
1)
A. 1995
B. Oro Valley General Plan
General Plan
11000 North LaCanada Drive
Oro Valley, Arizona 87537
Don Chatfield
(602) 797-9797
C. Plan focuses on 90 square miles north of Tucson, Arizona. The plan's
intention is to help guide the town's economic growth in future years.
2)
A. December 1996
B. Desert Mountain
Development Concepts and Character Criteria
6263 North Scottsdale, Suite 200
Scottsdale, Arizona 85250
J.T. Elbracht
(602) 948-1709
C. Document was prepared to present a number of development options for
a 96-acre parcel. The options respond to opportunities and constraints
found on the parcel and are intended to identify a range of uses, as well
as intensity of development.
3)
A. September 1994
B. McDowell Mountain Ranch
Design Guidelines
7950 East Gray Road, Suite 204
Scottsdale, Arizona 85260
Mark Hammons
(602)443-1261
C. The guidelines' intent is to encourage architectural diversity in the design
of homes and community facilities, while keeping the delicate balance of
the natural environment. The guidelines included site design, landscape,
architectural design, signage and design review.
4)
A. 1994
B. Williams Gateway Airport
Industrial Design Guidelines
Williams Redevelopment Partnership
6001 S. Power Road, Building 41
Mesa, Arizona 85206
Trish Shaffstall
(602) 988-1013
C. Work included site analysis, general circulation and specific site planning
for this 4,000-acre former air force base located in Mesa, Arizona. A
new identity, marketing graphics and signage program were also
developed.
5)
A. 1995
B. City of Mesa
Downtown Parking "Spot"Program
64 East 1st Street
Mesa, Arizona 85210
Eric Norenberg/Debbie Yukolis
(602)644-2179
C. Parking Management Program developed to provide parking
coordination for existing businesses, employers, and the 70+ acres of
new development within Mesa Town Center. Goals were to make the
Program financially self-sufficient; provide free parking for customers and
reasonably priced long-term parking for employees and business
owners; and create parking for development of vacant or new buildings.
6)
A. 1992
B. Scottsdale Mountain
Design Guidelines
2828 North Central Avenue, Suite 900
Phoenix, Arizona 85004
Mark Barushko
(602)285-6850
C. Guidelines for a 1,400-acre master planned community. Site planning,
architectural guidelines, landscape design and construction are
discussed relative to subdivisions, custom homes and community living.
7)
A. 1985
B. Ocotillo
Design Guidelines
1515 East Missouri Avenue, Building A
Phoenix, Arizona 85014
Guy Donahue
(602)264-1300
C. Guidelines prepared for a 5,100-acre master planned community.
8)
A. Currently in progress
B. Parkside Specific Area Plan
Design Guidelines
7001 North Scottsdale Road #205
Scottdale, Arizona 85253
Dave Maguire, Continental
(602)483-0006
C. Design guidelines for a 1,800-acre mixed use project of residential,
commercial, office, industrial and motion pictures studios.
9)
A. October 1996
B. Town of Queen Creek
General Plan
22350 South Ellsworth Road
Queen Creek, Arizona 85242
Cynthia Seelhammer, Town Manager
(602) 987-9887
C. Extensive public participation and community similar in size as Oro
Valley. This plan involves 29 square miles in southeast Maricopa
County. The general plan was developed to guide the Town's future
growth and development for a 20-year period. Issues of land use,
circulation and public facilities and services were addressed. An icon
was developed to create visual consistency, identity and aid in recall for
the process.
10)
A. 1995
B. Town of Queen Creek
Comprehensive Parks and Trails Plan
22350 South Ellsworth Road
Queen Creek, Arizona 85242
Cynthia Seelhammer, Town Manager
(602) 987-9887
C. Extensive public participation and similar sized community as Oro Valley.
This plan included the development of the town's overall concept for
recreation facilities and trail system. The plan is an enabling tool to be
used in achieving the recreation and open space goals of the general
plan.
a
Current Workload
We are pleased to report that Cornoyer-Hedrick is a busy company at this time.
Cornoyer-Hedrick is a well-seasoned company and we have learned through the
business cycles of the past how to deal with growth while assuring the quality of our
work. A project team chart and resumes of key individuals is included. We maintain a
high quality staff and have no doubt that we will be able to complete this project in the
160 allotted time frame with the highest quality of work.
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As a principal of Cornoyer-Hedrick, Inc., I am authorized to enter into this agreement
and negotiate a contract based on this proposal.
j � !
Jackie L. Guthrie, AICP
Principal
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ARCH I T E C T S
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Town of Oro Valley,Arizona
Proposal for
1.
Design Guidelines for ` C
g
Architecture,Landscaping and • ` , ,,
Signage
April 13, 1998 , ,,
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April 13, 1998
Bryant Nodine, AICP
Planning and Zoning Administrator
Town of Oro Valley
11,000 N. La Canada Drive
Oro Valley, Arizona 85737
RE: Town of Oro Valley Design Guidelines for Architecture, Landscaping and Signage
Dear Mr.Nodine and Members of the Selection Committee:
Burns and Wald-Hopkins Architects is delighted to have this opportunity to submit this proposal to prepare
the Design Guidelines for Architecture,Landscaping and Signage for the Town of Oro Valley.We admire
your Town's desire to shape the design of future development to preserve and enhance the character of
your community,and our team would be very pleased to assist you in meeting that challenge.
We have assembled a powerful and talented team of architects, community planners and landscape
11 architects to develop the Design Guidelines.This team combines specific familiarity with Oro Valley's
planning and design issues and the national perspective provided by our Colorado planning consultant.
Burns and Wald-Hopkins Architects will lead the project team,responsible for overall management of the
study. Dave Burns who developed the recent Master Plan for your proposed Community Center will
develop the architectural concepts that will lead ultimately to Design Guidelines.Dave is familiar with you
town having participated in your Future Search '97 Conference
Shapins Associates from Boulder,Colorado has enormous experience in dealing with issues of urban form
with projects ranging from the Pinetop-Lakeside(Arizona)Vision Plan to the Northern Range New
Urbanism Design Standards for Commerce City,Colorado.With its wealth of experience with similar
projects,Shapins will be deeply involved in designing the specific study approach,the public engagement
plan and creating design concepts that are appropriate to Oro Valley.
McGann and Associates who recently completed Master Plans for several of your parks will be responsible
for the landscape components of the Design Guidelines. Don McGann has strong planning and graphic
skills to assist in communicating design ideas.
This team has the experience,talent and vision to make this study an effective tool in guiding future
growth of Oro Valley.We look forward to the opportunity to meet with you in person to discuss our
qualifications further.
Sincerely,
Burns and Wald-Hopkins Architect
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4
Davis ald-Hopkins AIA Dave Burns AIA
Pnncipal Principal
lie aUKNg
ANU WALD-HOPKINS ARCHITECTS IN
2940 NORTH SWAN ROAD,, # 21 4
TUCSON ARIZONA 8.5 7 1 2
[.520] 795-2705 FAX [520] 795-6171
A . FIRM AND CONSULTANT IDENTIFICATION
1. PROJECT NAME:
Design Guidelines for Architecture,
Landscaping and Signage for the Town of Oro
Valley
2. ARCHITECT:
Burns and Wald-Hopkins Architects
2940 N. Swan Road, Suite 214
Tucson,Arizona 85712
Tel: (520)795-2705
Fax:(520)795-6171
E-Mail:bumswald@aol.com
Contact: David Wald-Hopkins
3. URBAN, ENVIROMENTAL AND LANDSCAPE
PLANNERS:
Shapins Associates
1245 Pearl Street, Suite 205
Boulder,Colorado 80302
Tel: (303)442-4588
Fax:(303)786-8026
E-Mail: jshapinsearth1ink.net
Contact: Jerry Shapins
4. LANDSCAPE ARCHITECT:
McGann & Associates
6814 N. Oracle Road, Suite 210
Tucson,Arizona 85704
Tel: (520)297-9540
Burns and Wald-Hopkins Architects Design Guidelines for Architecture, Landscaping & Signage - 1
•
S .
B . TABLE OF CONTENTS
C ., PROBLEM STATEMENT
D . OBJECTIVES FOR THE STUDY
E PROJECT WORK PLAN
1. Introduction
2. Study Approach and Project Team
3. Cost Estimate
4. Presentation of Anticipated Products
5. Facilities/Equipment Available
6. Project Schedule
7. Reporting Procedures
8, References and Descriptions of Similar Projects
9. Notification of any Potential Conflict of Interest
F. APPENDIX
1. Additional Shapins Associates Information
IP 2. Authorization
C. PROBLEM STATEMENT
The Overview and Background contained in the residentially scaled structures,may not make sense
Request for Proposals provides a complete and over large floor plates where the roof itself could
succinct statement of the challenge facing the firm dwarf the balance of the structure. We understand
selected to develop the Town of Oro Valley design that the Town of Oro Valley wants to develop
guidelines.We understand that the Town was only Design Guidelines to address planning and
founded in 1974,with most of its growth occurring architectural issues like these,but also to address
in the last five years. Most development in the circulation and parking,landscaping and signage
town until recent years has consisted of master- guidelines for both public and private projects. The
planned resorts and high-quality residential goal is to facilitate the maturation of Oro Valley's
communities,but now the mix is changing. Retail urban form and prevent the town from becoming a
and office projects are beginning to appear in the conglomeration of disconnected projects,interim
Town,bringing with them the concern over how to roadway improvements,etc.
maintain and enhance the special nature of this
community.The recent growth has contributed to The design guidelines should be consistent with the
an"adolescent" policies in the Town's
urban form within General Plan and will be
the Town that is ultimately adopted into the
visually Oro Valley Zoning Code
uncoordinated-lots Revised (OVZCR).
F of bits and pieces f ,,, j.,
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that don't fit The development of the
together x 2s
Design Guidelines will
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pact of � , ,Ye and public input to make
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style on the Town is 9 "` k t this a document that truly
alsoan issuethat �y y X : reflects the values and
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requires discussion. aspirations of the Town.In
interactive public meetings
These larger projects present new challenges to a and work sessions the consultant team will identify
n
b community itent on maintaining the traditional significant design issues and develop options for
southwestern imagery.How should the volume of discussion. We expect this to be an intense and
ii large commercial structures be handled to integrate lively processas,with you,we explore the complex
into the visual environment?Changes of plane, issues of urban form and how it should be managed
fragmentation,fenestration,texture and color are for the Town of Oro Valley.
all devices that can be considered to mediate the
impact. Gable roof forms,appropriate to
1 I
V
r
.. ,
Burns and Wald-Hopkins Architects Design Guidelines for Architecture, Landscaping & Signage - 2
. OBJECTIVES FOR STUDY
The principal objective of this study is to develop Site Planning:
Design Guidelines that ensure the built environment
within the Town of Oro Valley is harmonious with, > Transition and setbacks between
and complementary to,the spectacular natural proposed development adjacent to less
setting of Oro Valley.The more particular intensive residential uses.
objectives have to some extent been established in
your proposal under the heading Specific Natural integration of flood control
Requirements.That list reflects some of the structures into open space design.
specific design issues that have occurred to the
> Integration of pedestrian circulation
within activity centers and to
`'i sib
neighborhoods.
- * Use of pavement texture, shade and
- street furniture to humanize open spaces.
,,--
11
*,- Human scale design for "big box" retail
A,,,,,i, F t Attractive and inviting pedestrian scale
4 4
aces and amenities
pfeatures, s
.}'ttg.:;.}:'}Z,mow
v
t .'
` * Access and amenities for the disabled abl
ed: _3
„\ , e " community - ramps, handrails, nonslip
•
M \ a
su fces
• Minimize disturbance of existing
Town.We expect during the Study to identify topography and vegetation.
additional issues to explore with you,but your list > Building placement with relationship to
serves as an excellent starting point. Just adjacent development.
_ brainstorming amongst ourselves at this proposal.
lb stage,we have expanded your list with new issues > Courtyards and other public/private
identified in boldface.We look forward to the spaces.
opportunity of discussing these with your further.
Architectural Design:
Community Planning:
> Understanding of historic and regional
Gateways and edges to the Town of Oro influences on architectural. design.
Valley to clarify when one has entered
the Town. > Understanding of the character defining
elements of regional architecture.
p * Development of entry markers
in consistent with the character established in > Unifying elements such as similar scale,
design guidelines. color, architectural details and style
Design of side and rear building facades
MI
> Street signage, directional signage with attention to architectural character
consistent with the Town imagery. Variety of rooflines and roof features within
neighborhoods and retail centers.
> Trail and pathway systems.
• Provision of shading elements -
•
> Preservation of open space and wildlife porches, ramadas, pavilions - to make the
habitat. outdoors more comfortable.
Burns and Wald-Hopkins Architects Design Guidelines for Architecture, landscaping & signage
. OBJECTIVES FOR STUDY
> Materials and colors and texture > Placement of trees to provide shade to
Ways to reduce massive scale and pedestrians.
impersonal appearances of large retail
centers. > Landscaping as a wayto mitigate the
p g g
> Buildingmassingand articulation to extreme summer temperatures -
evapotranspiration, etc.
break up volumes and reduce scale.
> Visual patterns of light and shadow > Examples of indigenous trees planted
Screening of mechanical units visually and along pedestrian walkways or clustered at
acoustically. plazas.
> Design for climate and energy > Accent plantings at the intersection of
conservation. major streets and at ently to developments.
P
> Fenestration systems to provide visual > Landscaping used to screen adjacent,
relief less intensive development - buffering.
> Use of water for visual and acoustical > Preservation of existing vegetation.
relief-fountains, ponds, sprays, etc.
It
Signage:
Circulation and Parking:
> Integration of signs and information
> Screening of parking areas. systems into architecture and overall site
design.
• > Integration of parking into the
landscaped environment with planters, > Signage management to reduce visual
buffers, water-harvesting areas. clutter,particularly in commercial
P developments.
> Creating the perception of smaller
parking areas, and actually dividing > Temporary signage - real estate signs,
IP
parking into smaller areas. A-frames, etc.
> Pedestrian friendly crossings with > Monument signs and their relationship
shade, pedestrian refuge areas, etc. to street frontage.
16 Types> "Big box" > T and activity center Yp of illumination.
circulation.
> Materials and color.
> Covered parking or carports
Parking area lighting. At the completion of the study,we will
111 document the selected design guidelines in 81/2
> Accessibility and security issues x 11 format for inclusion into the Oro Valley
Use of specialized paving materials. Zoning Code.This will include graphic
illustrations of the design principles involved
with explanatory text to further develop the
I,, concepts.
Landscaping:
I
Burns and Wald-Hopkins Architects Design Guidelines for Architecture, Landscaping & Signage - 4
PROJECTWORK PLA
The following section presents our team's Project 2. Study Approach and Project Team:
Work Plan based on our current understanding of
the Objectives and the Tasks identified in the 2.1 Inventoryand Analysis:
have used y
P Request for Proposals. We these tasks a a
starting point in amplifying our approach toin 2.1.1. Urban Design and Development
developing your design guidelines.We expect that Character of the Town: We will complete a
this Work Plan may be revised and modified after visual reconnaissance of the Town with staff
Imeeting with the Town in the project organization and others; develop a databank of images;
phase. identify unique attributes of development;
identify different characters of residential and
commercial development types;develop a
1 . Introduction an d Kick-Off: typology of urban form that can be used in
discussion and review with Town staff,the
The purpose of the introductory kick-off meeting is public and others.
to develop clear framework for the process and
I expected products,identifying any potential issues 2.1.2. Existing Policy Framework: We will
and developing a consensus with regard to the review and analyze the existing design review
process and products identified.We should , process;discuss issues,opportunities and
understand how the Town is structuring its team, constraints with staff; identify pros and cons of
who is our principal contact and how the Technical different design review methods and their
appropriateness in Oro Valley.
1 2.1.3. Public and Private Development
Issues:We will review and discuss key issues,
opportunities and constraints related to design
)E-0,18111111161::;:'""--yy� review with the development community. We
F °? should possibly meet with two focus groups for
� o poss p
k L� s U V
f fi , . !: input,"..„.._....„ from public sector
P ' , ..•. ..,:. one perhaps the
:i'Et
(public works,etc.)and the other for private
Y
developers.
�..P 11T :. s.
o
k
}S4 : mo.: :}'
riv ?
a. 2.1.4. Develop
Working Papers.
2.1.5. Staff Review
Advisory Committee will be formed.It may also be
approprjate to involve the Design Review Board 2.2 Community Engagement Process:
since it is responsible for architectural review and
I
approval.We should review with you the roles 2.2.1. Technical Advisory Committee: We
played by the members of our team,and confirm anticipate that the Technical Advisory
the level of their involvement during the study.And Committee will represent different stakeholder
em we should review the overall project schedule, groups and interests.We will meet with this
SO . focusing particularly on the milestone public group three or four times during the study(1.
meetings and presentations to the Planning Scoping/Issues/Concerns 2.Options/
Commission and Mayor and Council. The kick-off
Alternatives/Desired Future Development
meeting should also confirm goals and objectives Character 3/4. Draft Guidelines/Preferred
for the study. • Direction).
Burns and Wald-Hopkins Architects Design Guidelines for Architecture, Landscaping & Signage - 5
E . PROJECT WORK PLAN
2.2.2. Newsletter: We will work with Town 2.4 Develop Preliminary Draft Design Guidelines:
staff to develop a newsletter which is
distributed, mailed and printed by the Town 2.4.1. Develop text/graphics: During this
possibly two times during the study.The step we will develop the preliminary concepts
newsletter will communicate the purpose, and sketches that illustrate design
activities and on-going findings of the study. performances that have come out of the Public
Meeting and work of the Technical Advisory
2.2.3. Public Meeting: We will facilitate one Committee.
(or perhaps two) Public Meetings during the
study.The first might deal with the Values/ 2.4.2. Staff review: We expect active
Preference Survey, and the second, a participation from town staff in critiquing and
preliminary draft of the Design Guidelines. developing ideas for the Design Guidelines.
2.2.4. Visual Preference Survey to Establish 2.4.3. Technical Advisory Committee
'o Community Values and Preferences: During review: During the monthly meetings with the
the first Public Meeting we will coordinate a Technical Advisory Committee we will present
slide show/education session to review the the graphic and text concepts that have been
existing character/development trends.We will developed during the study. We expect these
then facilitate the application of a visual meetings to provide a sounding board for
preference survey whereby participants review testing different design approaches and for
a range of images that represent alternative establishing a set of Design Guidelines that
development characteristics,and then fill out a express the values and preferences of your
form to identify their individual preferences. town.
411 The results are then tabulated and summarized
in a booklet form for review by Town staff and 2.4.4. Open house/presentation
others. These results become the basis for the
development of the Design Guidelines. 2.5. Develop Final Draft Design Guidelines:
2.3. Develop Development Character Policy Framework/ 2.5.1. Develop text/graphics revisions
Principles: 2.5.2. Staff review
2.5.3. Technical Advisory Group review
2.3.1. Develop general and category 2.5.4. Planning Commission review
specific design objectives/policy framework 2.5.5. Town Council review
that form the technical basis for the
Design Guidelines: (The design objectives 2.6. Prepare final Design Guidelines suitable for
included under section D might form the basis publication:
for this step phase of the study.This list
includes the objectives included in the Request During this final phase we will complete the
for Proposals,supplemented with some of our documentation of the design guidelines,
ideas). incorporating comments from the Town
Council.We will coordinate closely with the
2.3.2. Staff Review Staff to ensure that the design guidelines are
developed in a format that can be readily
2.3.3. Technical Advisory Committee integrated into the Oro Valley Zoning Code
Review Revised.
OPU
Burns and Wald-Hopkins Architects Design Guidelines for Architecture, Landscaping & Signage - 6
i
. PROJECT WORK PLAN
` The Project Team for the Town of Oro Valley Shapins Associations of Boulder,Colorado,has
Design Guidelines is composed of award-winning extraordinary experience in working with
firms and individuals who are committed to the communities to develop planning and design
enhancement of the built environment.They guidelines.Together Jerry Shapins and Ann Moss
believe,as did Sir Winston Churchill,that just as will provide expertise from a national perspective
we shape our environment,our environment in analyzing the Town and developing Design
shapes us.This team is noted for it work in Guidelines
identifying and developing town character,and in
working closely with staff,committees and public McGann and Associates will assist in analyzing the
to develop Design Guidelines that reflect the Town from their perspective as Landscape
values of the community. Architects and will participate in developing
Design Guidelines.Don McGann's involvement in
Burns and Wald-Hopkins Architects will hold the developing Master Plans for the Town parks
prime contract,responsible for overall gives him great insight into the Town's issues.
management of the study,communications with
Town staff,scheduling and development of the
architectural concepts.This Tucson architectural
111 firm have an extensive resume of municipal
projects and will be represented by David Wald-
Hopkins,Dave Bums and Rob Smith.
r
DAVID W A L D- H 0 P K I N AIA Desert Vista Campus Master Plan; Pima Community College;
Tucson, AZ; 291,500; 1994
Principal/Projeg Manager
Community Campus Facility; Pima Community College;
Burns and Wald-Hopkins Architects Tucson, AZ; 40,000 sf; $3.9 ; 1996
million
Bachelor of Architecture, UofA, 1977
Arizona Registration No. 23817 * Pima County Juvenile Court Center-Legal Services Building;
Tucson, AZ; 14,700 sf; $1.4 million; 1995
I
David has over 18 years experience in managing * Decision and Planning Support Renovations; The University
planning studies and architectural projects and has of Arizona; Tucson, AZ; 12,000 sf; $500,000; 1995
developed the strong communications and . Desert Vista Campus Renovation; Pima CommunityCollege;
leadershipskills required to direct a multifacetedp
q Tucson, AZ; 291,500 sf; $4.6 million; 1994
team. He provides the point of contact for the
ill
team,responsible for meeting contractual * Southeast Branch Library and Police Substation; the City of,
responsibilities regarding schedule,cost and quality. Tucson, AZ; 200,000 sf; $2.9 million; 1995
David is responsible for team communications . Development Services Center; Pima County/City of Tucson,
go using phone,fax,meetings and letters to make sure AZ; 131,500 sf(remodel) 65,200 sf(new); $9.7 million;
ft that the owner and the entire consultant team is 1990
working together effectively. * Woods Memorial Branch Library Renovation; The City of
Tucson, AZ; 17,450 sf; $1.12 million; 1997
David's straight forward management style has led
to many successful projects, some of which * Valencia Branch Library Renovation; The City of Tucson, AZ;
16,477 sf; $1.2 million; 1997
include:
p
Burns and Wald-Hopkins Architects Design Guidelines for Architecture, Landscaping & Signage - 7
P R E T WORK PLANVE w Oro Valley Community Center Master Plan;Town of Oro
BURNS
Valley, AZ; 31,000 sf; $5.7; 1998
Principal/Architectural Designer Community Campus Facility Master Plan; Pima Community
Burns and Wald-Hopkins Architects College; Tucson, AZ; 40,500 sf; $3.9 million; 199
Bach. of Arch., Montana State, 1970 Desert Vista Campus Master Plan; Pima Community College;
Arizona Registration No. 26106 Tucson, AZ; 291,500; 1994
Dave has over 20 ears experience in planningand Pima County Juvenile Court Center-Legal Services Building;
y Tucson, AZ; 14,700 sf; $1.4 million; 1995
design. He works closely with users and facilities
staff through a process that moves from broad Studio/Office; Burns and Wald-Hopkins Architects; Tucson,
visionary goals to detailed plans in logical, AZ; 3500 sf; 1993
sequential steps. Dave is involved in conceptual Desert Vista Campus Renovation; Pima Community College;
• design,design development and monitoring the Tucson, AZ; 291,500 sf; $4.6 million; 1994
construction document phase to assure that the
i
integrity of the design is not compromised. Southeast Branch Library and Police Substation; the City of
Tucson, AZ; 200,000 sf; $2.9 million; 1995
Those who know Dave are constantly delighted by Woods Memorial Branch Library Renovation; The City of
his talent and humor. He brings a direct no- Tucson, AZ; 17,450 sf; $1.12 million; 1997
nonsense attitude to the process of planning and
design,placing clients at ease and making it easy
Valencia Branch Library Renovation; The City of Tucson, AZ;
for them to participate effectively in the decision
16,477 sf; $1.2 million; 1997
making. Some of Dave's project experience Sierra Vista Public Library; The City of Sierra Vista, AZ;
includes: 30,000 sf; $4.1 million; 1998
ROBERT, SMITH :A l A 1. Sierra Vista Public Library; City of Sierra Vista,AZ;
30,000 sf; $4.1 million; 1998
Project Architect
■. Burns and Wald-Hopkins Architects * Ethel H. Berger Community Center/Addition and
Bach. of Arch., UofA, 1985 Renovations; City of Sierra Vista, AZ; 12,647 (renovation),
Arizona Registration No. 22547 1,845 sf (addition); $915,000; 1999
Athletic Facilities Expansion; Arizona State School for the
Rob has over 11 years of experience in the Design, Deaf and Blind• Tucson, AZ; 30,000 sf; $1.8million; 1997
Documentation and Construction Administration of
a variety of building types. His background Project M.O.R.E. Alternative High School; TUSD;
includes projects in the public sector for the City of Tucson, AZ; 30,000 sf; $2 million; 1995
Sierra Vista,The Universityof Arizona,Pima
Santa Clara Elementary School Additions and
County and several School Districts,as well the Renovations; TUSD; Tucson, AZ; $1.4 million; 1998
City of Tucson's Parks and Recreation
D epa e rtm nt. Old Tucson Studios Restoration; Tucson, AZ; 75,000 sf;
$13 million; 1997
111111
Rob will involved from beginning to end,along with Behavioral Sciences Building Addition and Renovation;
Dave and David,providing technical support.Some VAMC; Tucson, AZ; 13,000 sf; $2.5 million; 1997
of Rob's project experience includes: Life Sciences North/Labs 327 &328; The University of
Arizona; Tucson, AZ; 1,320 sf; $135,000; 1995
)► Borton Primary Magnet School Addition and Renovation;
TUSD; Tucson, AZ; 3,800 sf; $825,000; 1995
Burns and Wald-Hopkins Architects Decig a Gqidelit,es for Architecture, Landscaping & Signnge -
E . PROJECT WORK PLAN
ANN MOSS working with the community in committee meetings
and public meetings,and will prepare major
Site Designer portions of the Design Guidelines.
Shapins Associates Some of Ann's professional experience and
Master of Landscape Architecture/Regional Planning, accomplishments include:
University of Pennsylvania
Pinetop-Lakeside Vision Study/Guidelines
Ann is a planner and land management consultant . Northern
Range/Commerce CityHousing area Urban Design
who specialized in resource and community Standards
planning for communities,regions and corridors.
She has over 20 years experience working for ). Rifle Comprehensive Plan/Guidelines
communities and agencies directing plans for Town of JulesburgHousingPlan and Development
towns,cities,regions,parks,counties and natural
g � Guidelines
corridors. She specializes in character and resource
based planning which incorporates a thorough ) Rocky Flats Furture Site Use Recommendations and Land
knowledge of community visioning,land
Use Guidelines
conservation,growth and land development.Ann is 1995 American Society of Landscape Architects, Merit
also a trained facilitator who works well with Award; Big Cypress Bayou Visions Booklet
diverse interest groups to build and strengthen
1993 National Park Service Special Achievement Award;
partnerships for community planning objectives. Grand Canyon General Management Plan
Ann will participate in the education process ). University of Denver,Adjunct Faculty, Environmental Policy
Program 1995-Current Ecotourism Lecture Class
J E R R S H A P I N S Some of Jerry's professional experience and
accomplishments include:
Community Planner
• Shapins Associates ). City of Fort Collins Pedestrian Area Guidelines
Master of Landscape Architecture/Regional Planning,
University of Pennsylvania ). City of Louisville Streetscape Beatification Master Plan and
Computer Mapping/Analysis Post Graduate Course, Guidelines ,
p
Harvard University ) Downtown Boulder Streetscape Design Guidelines
Boulder Plaza Sub-Area Master Plan and Guidelines
Jerry has over 20 years of professional planning
experience in Colorado,and has been responsible CiNorth Glendale Urban Design Vision
for a extraordinary number of planning and
economic development projects roJ'ects in Colorado University Hill Sketch Plan
communities.He was also a full-time faculty ). Sign Language: Town of Vail Signage Improvement
member in the Graduate School of Architecture Program
and Planning at CU-Denver,and completed many R voir
projectsfortheCenterfor Communityand 1986 National Merit Award, ASLA, Boulderese
p J Design Recreation Master Plan
Development.
1985 Design Merit Award,ASLA, Four Mile Historic Park
For this project,Jerry will support Ann in the ALA Colorado Chapter Annual 1997; Pedestrian
educational/visioningprocess and will share in the S ° p Meeting
Facility Design Projects
MB development of Design Guidelines.
Burns and Wald-Hopkins Architects Design Guidelines for Architecture, Landscaping & Signage - 9
a
66
E . PROJECT WORK PLAN
DON M .G A N N ASIA Master Plan for Canada del Oro Riverfront Park; Town of
Oro Valley,AZ; Master Plan for New Community Park; 1997
Landscape Architect
McGann & Associates Master Plan for Copper Creek Ridge Park; Town of Oro
BLA Landscape Architecture S.Ui& . at Valley,AZ; Master Plan for New Community Park; 1997
p
Syracuse University, 1973 Master Plan for West Lambert Lane Park; Town of Oro
Arizona Registration No. 24079 Valley,AZ; Master Plan for New Community Park; 1997
Donald McGann is an Arizona Registered Landscape and Irrigation Improvement Plans for Oro Valley
Landscape Architect with over twenty years of Town Hall Complex; Town of Oro Valley, AZ; 1990
experience on a wide range of landscape
p Mountain Avenue Bicycle, Pedestrian, and Landscape
architectural and urban design projects. Don will
Demonstration Protect; City of Tucson, AZ; 1990
coordinate the preparation of the Landscape
Design Guidelines and will participate in the public Fort Huachuca Landscape and Irrigation Master Plan; U.S.
involvement phase of�the project. Army Garrison at Fort Huachuca, AZ; 1996
In addition to planning and design experience,Mr. Marana Town Park Redevelopment Master Plan; Marana,
McGann
brings to theproject an understandingof AZ; $1.5 million; 1997
the Oro Valley community and the Town's design I Show Low Town S quare Development Project; Show Low,
q P
review processes. AZ; 1997
Some of Don's project experience includes: . City of Tucson Regional Park Accessibility Study; Tucson,
• AZ; 1997
r
I
I
Mill
•
Burns and Wald-Hopkins Architects Design Gu;delines for Architecture, landscaping i g r g. - 10
, • , , ' ', , , , _ . , , , , _
II E . PROJECT WORK PLAN, '
Project Team Matrix: '
Name: Role: % Hours: Rate: Total:
p
CB David Wald-Hopkins Project Manager 15 78 $85 $6,630
1111 Dave Burns Architectural Design 30 234 $85 $19,890
Rob Smith Architectural Support 5 58 $70 $4,060
Jerry Shapins Sha ins CommunityPlanner 20 124 $85 $10,540
Ann Moss Community Planner 20 124 $85 $10,540
p
lib Don McGann Landscape Architect 20 60 $70 $4,200
• Mark Acuna Graphic Illustrator 15 68 $45 $3,060
r TOTAL 746 $58,920 ±
F
Project Team Organization:
1. Town of Oro Valley
Design Guidelines for
UN Architectural,Landscaping&Signage
Technical Bryant Nodine,Planning&Zoning Administrator Planning Commission
Advisory Committee and and
Valerie Feuer,Senior Planner Public Involvment
a
Project Manager
David Wald-Hopkins,AIA
Burns and Wald-Hopkins Architects
Community Planner Architectural Designer Landscape Architect
Jerry Shapins Dave Burns,AIA Don McGann ASLA
Shapins Associates Burns and Wald-Hopkins Architects McGann&Associates
L Community Planner Project Architect Graphic Illustrator
Ann Moss Rob Smith,AIA Mark Acuna
Shappins Associates Burns and Wald-Hopkins Architects McGann&Associates
p,
We anticipate that Bryant Nodine and Valerie Feuer from the Town of Oro Valley will be deeply involved
n in the overall management of the study,monitoring consultant performance and ensuring conformance with
iii. the contract for professional services. We also recognize that this staff has a very complete understanding
of the issues and challenges facing the Town and will be valuable resources during the development of the
design standards,not just in terms of background knowledge but also as active participants in the
5 development of the Design Guidelines.We see Bryant and Valerie as integral members of the design team,
contributing their ideas in the give-and-take of the design process. Our team of course will take ultimate
p • responsibility for documenting the finally approved design guidelines.
■r
Burns and Wald-Hopkins Architects Design Guidelines for Architecture, Landscaping & Signage - I I
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E PROJECT WORK P ..
4, Presentation- of Anticipated 5 cf t /Equ p n1 Available:
We anticipate that the design guidelines will consist Burns and Wald-Hopkins Architects and McGann
of a combination of text and drawings,the size of and Associates both have offices in Tucson, and
the drawings depending on the nature of the Shapins Associates is located in Boulder,Colorado.
presentation.Generally we will produce design The three firms all have extensive electronic
ideas at a scale suitable for presentation on an resources to develop and coordinate the
easel at a committee meeting or public meeting. development of the design guidelines.All offices
We use a 24" x 36" or 30" x 42" format that can be have fax and e-mail for transmitting text and
readily viewed by a group.As the draft guidelines drawings.At Burns and Wald-Hopkins Architects,
get refined and we make presentation to the we have seven networked workstations with a
Planning Commission and Town Council,it would complete array of current software. We have a
probably be more appropriate to use a slide or scanner,color laser printer and several black and
Microsoft Powerpoint presentation to white laser printers.
communicate to a larger audience.
. Proiect Schedule:
As always we would consult with Town staff to
confirm appropriate presentation approaches prior Based on the tasks identified in the Project Work
to each meeting. Plan and the dates included in your Request for
Proposals,we have developed the bar-chart
schedule illustrated below.
PRELIMINARY SCHEDULE
April May June July August September October November Dece
ID Task Name -y_ 5 12 19 26 3 10 17 24 31 7 14 21 28 5 12 19 26 2 9 16 23 30 6 13 20 27 4 11 18 25 1 8 15 22 29 6 i3
1 TOWN COUNCIL APPROVAL ♦ 5/6
2 NOTICETO PROCEED
.15J15
3 KICK-OFF MEETING 5(18
4 REVIEW ORO VALLEY GENERAL PLAN
5 CONDUCT VISUAL RECONNAISANCE 1111111111111111
6 PUBLIC MEETING 6116
7 IDENTIFY ISSUES AND CONCERNS
8 FIRST TAC MEETING 7115
9 DEVELOP DESIGN ALTERNATIVES
10 SECOND TAC MEETING 8/13
11 REFINE DESIGN CONCEPTS
12 THIRD TAC MEETING
13 PREPARE DRAFT GUIDELINES
14 DRAFT GUIDELINES TO STAFF • 10112
15 REFINE DRAFT GUIDELINES
16 PLANNING COMMISSION PUBLIC HEARING t/3
17 REFINE DRAFT GUIDELINES
18 TOWN COUNCIL PUBLIC HEARING •
1212
19 PREPARE FINAL DESIGN GUIDELINES
20 FINAL DESIGN GUIDELINES TO STAFF
•1
Burns. and Waid-Hopkinc Atchitects Design Guidelines fcq Architecture, landscaping & Signage - 12
E . PROJECT WORK PLAN
8. References and 1
Description of Similar Protects: McGann & Associates landscape Architects:
P
Burns and Wald-Hopkins Architects: 1. Demeester Outdoor Performance Center:
City of Tucson/Parks and Recreation
1. Oro ValleyCommunity Center Master Plan: 900 South Randolph Way
imm� Tucson,Arizona 85719
Town of Oro Valley
680 West Calle Concordia Glen Dixon,Parks and Recreation
Oro Valley,Arizona 85737 Tel: (520)791-4873 ext. 124
Ken Lawrence, Parks Administrator
*' Tel: (520)797-9096 2. Canada del Oro Riverfront Park Master
Plan:
2. Borton PrimaryMagnet School: Town of Oro Valley
g 680 West Calle Concordia
Tucson Unified School District
700 E. 22nd Street Oro Valley,Arizona 85737
Ken.Lawrence, Parks Administrator
Tucson,Arizona 85713
0 Bob Wortman,Principal Tel: (520)797-9096
eip Tel: (520)617-6110
3. Copper Creek Ridge Park Master Plan:
• 3. Desert Vista Campus Town of Oro Valley
Pima Community College 680 West Calle Concordia
5901 S. Calle Santa Cruz
Oro Valley,Arizona 85737
Tucson,Arizona 85709 Ken Lawrence, Parks Administrator
Angela Zerdavis,Dean of Instruction Tel: (520)797-9096
Tel: (502)206-5098
4. Fort Huachuca Landscape and Irrigation
4. Sierra Vista Public Library: Master Plan:
o Fort Huachuca/U.S. Army Garrison
City of Sierra Vista
1011 N.Coronado Drive Directorate of Engineering and Housing
Fort Huachuca,Arizona 85613
Sierra Vista,Arizona 85635
Mike Hemesath, Project Manager John Hill,Planner
Tel: (520)458-3315 Tel: (520)533-5529
David Gunckel,City Librarian
Tel: (520)458-4239 Shapins Associates:
S. Southeast Branch Library and Police 1. Pinetop-Lakeside Vision Plan:
Substation (Golf Links Municipal Complex): Town of Pinetop-Lakeside
City of Tucson/Facilities Planning Brian Gilbert,Town Planner
520
Tel: 368-8800
Architectural and Buildings Division ( )
4004 S.Park,Bldg. 2
Tucson,Arizona 85714 2. Bouler Plaza Subarea Master Plan, Boulder
Rod Armstrong,Chief Architect Urban Renewal Authority:
It"' Tel: (520)791-5111 ext.312 Spence Havlick,City Councilperson and
BURA Board Member
Tel:(303)492-6936
Burns and Wald-Hopkins Architects Design Guidelines for Architecture, Landscaping & Signage - 13
r
E . PROJECT WORK PLAN
3. University Hill Sketch Plan: The projects following this page display the breadth
Jacque Michelle Malik,UHGID Board and depth of out team's experience. Our combined
Member experience planning and designing community
ilk Tel: (303)442-8602 facilities will give the Town of Oro Valley a
powerful tool in developing standards that are right
4. City of Boulder Valmont City Park, Salem/ for your community.
Essex County Heritage Project, Salem
Maritime National Historic Site, Site Plan/
Environmental Assessment, Grand Canyon
National Park General Management Plan,
Lower Mississippi Delta HeritageTourism
Project:
Mike Spratt,Section Chief/Quality Leader,
National Park Service,Denver Service Center
and Chair of the City of Boulder Parks and
Recreation Advisory Board
Tel: (303)969-5452
S. Pagosa Hot Springs Park Manster Plan:
Jon Schler,President,Western Colorado
Botanical Society Board,West Slope Director
Center of Community Development,Colorado
Department of Community Development
Tel: (970)248-7310
6. Port of Jefferson Downtwon Waterfront
Park:
Becky Griffith,U.S.Army Corps of Engineers,
Fort Worth District
Tel: (817)334-3406
7. Pine Street Mitigation Project and Adams
County Open Space Master Plan:
Crystal.Grey,Director of Adams County Park
Tel: (303)659-3666
8. City of Rifle Comprehensive Plan:
Tim Moore,City of Rifle
Tel: (970)625-2121
111.
•
Burns and Wald-Hopkins tir tents Dein Gvidelires f r Archilecti ren lordscapituj & Signage - 14
E . PROJECT WORK PLAN
Oro Valley Community Center Master Plan;Town of Oro
Valley, AZ; 31,000 sf; $5.7 million; 1997; Burns ands, .
Wald-Hopkins Architects. 6r r �� w
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Burns and Wald-Hopkins Architects associated y .
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with McGann &Associates, Landscape Architects
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and Planners,torovide the Town of Oro Valley
Y
with a Master Plan for developing three community
parks and a Community Center.
The seven-acre site for the Community Center . `�`
is adjacent to the existingTown Hall and Police '.1•:::::1t
by
d�tz , x =°
^rte'.•
Station and together will create a Town Com lex , < '` 'r
g p w it f
not only for town administration,but also for s �.«�,� K• ,
r wppM�• ,,,,...Es• a
cultural events and other community gatherings. ` , ,.��. -q ,,� .,.. e".:,
-. N
The Community Center will include a 900-seat r ` , . ":„.. r
k,i} „r
auditorium,stage,classrooms,kitchen,dressing - r: ' � ,
rooms and art gallery.
Southeast Branch Library and Police Substation; w ;.t:µ;xi
:::.:::;i.i:::::•::•ii:�:�:ii:vi''•:?iiiiii'<f.+ii}i+ii:iii+�iii:•iiii:•i?iiia^iiiii:iiiiti�il:+iii::.;..,.vii:•i':�::�:�:�:::^i:�ii;•+:i:.�i:'�::..-......
City of Tucson; 26,281 sf; $3.7 million; 1998;
Burns and Wald-Hopkins Architects
This project is Tucson's first combination Library/ � �, `. - �`' 7 -'r }_ : "
:i.1
3E
i
Police Substation,and represents the city's effortsh£ "� 4 " 4,:k;17.!1.1.117.,..10,1
``
to consolidate services where appropriate and bringa..;::._ .
!.4":!t,,,.,: ' z,.
policing into the neighborhoods. The Master Plan
also allows for expansion to include other city .
£
.1E0 :.:.:::,0,:..,
services at a later date. " �. a o Y
The Library and Police Substation share an �.• ,... • . .:::°!*-41i1..:' ..:t.''':Y
a Q
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is . � ^�'..-:',...•-•'''.
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entry breezeway,meeting room and toilets,but
•
otherwise they have separate identities. The
Library is oriented to the main street Golf Links
and has plenty of glass for natural day-lighting
of reading areas. The Police Substation is located
behind the library,behind several layers of security.
The project will be bidding in October with a
construction completion scheduled for Fall 1998.
Burns and Wald-Hopkins Architects Design Guidelines for Architecture, Landscaping & Signage - 15
E . PROJECT WORK PLAN
Sierra Vista Public Library; City of Sierra Vista,AZ; 30,000
sf;$4.1 million; 1998;Burns and Wald-Hopkins Architects x...
W �
Designed as a re lacement facilityfor the existin
� p g �n ;�� ;a, �
public library,open public participation process that
yea
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began in the Master Planning Phase and continued -
well into Schematic Design. { ::.::.:h:::::r.}w:3Y::TT::.
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• • • � �`att ;<2j:�'.j9p, }.'}]{";.�� .r�f�,L�s}+t.^C'"fib
Nine alternative designs wer resented that \{L :.:-a'�`- � .t°__.°3 •:. K
4 �., �: C' \ ..':�. f Mti y���•r,,�J�}i,:\"j`: ~v, S Oi.,'('{��GS,� ,}•}}i}.
• • , � .. �: �:�. '....:l: .T} :.C:1.},M:}•:LA;•t.Cij'ti: '�- {{••\}:
�T �.. ,. :..........:..... :..:.._:` ,..;T;nS �:;`�T$X:;:c:�ikii8'ts#}�;Y?k\�{.kr$ �a7;�p..•�::f
allowed feedback from the design committee, .`...
,,, '' ~iiY tii '
:.'ylitg.:;74'.j....e.:'
..•,'•..:..,`.Q.. .::•}:: .'C"��:.:�k:..'L`.`.`:T.:;:'Ci:;;5 :: :�:,S:i:;? :3},:}}+s:q^y;:;:2T�.'•r;�•>t'::�..,. ::.\: •:;k".users and the eneral ublic. The result wasa \.. .�;,,. v.,.:,. };2;,T \` ,k. . n•.,LS'fi}}�'::�:{.v2}'�\::. ...; :1P�. ji.J: i v+v v.v. ..ZC�a'i��,r�'�'`�:u<;};;.Y.�,c''':fa".3.:: ::ifN..�L:}+F�'{:.. ::..:R:,..{. . i?:�+:Tx3:;a;::::: ;':•: ;;>;::�:'�}.. ::::.:•>T:•#
11 single preferred design with broad-based support.
The approved design provides a strong response to
this specific site,with the entry facing111 approaching
traffic from the west and the reading rooms
directed to the mountain views to the south and
southwest. The mountainous geology of the region
inspired the five steeply sloped copper roofs,and
the striated concrete screen walls.
This building exceeds the energy conservation
standards required for Civano,Tucson's first eco-
neighborhood. The project bid within our estimate
and the City's budget,and the contract has been
awarded.
! r
Borton Primary Magnet School Addition and Renovation, ��1 wY 3
Tucson Unified School District; Tucson, AZ; 3,800 sf; ,.RFsIN
, 3 } >
$825,000; 1995; Burns and Wald-Hopkins Architectsis
�'
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am • �4
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This project added a new libraryat the southeast `�
ob. �}:SF•��� F�2$. ��;.:.�
corner of the existin buildin and renovated ''''''4::1C7'17:': :'F`` {h �:'
g g ��
adjacent space for administrative offices. The ,
IL renovation work included a ramp to the stage for 1 , 1 ut.,11 _ Y
:.,:... ��`T
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handicap ....74..
access,and reworked all the toilet rooms.
;
P We also renovated existing spaces at the north
::04,771,1„,,,..,:.
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wing,returning them to classroom use.
A new parking lot and entry on the east side
created a clear"front door"guiding visitors directly
m to the administration area.
Our work also enhanced building security by
reducing the number of entry points into the facility.
p
Burns and Vijaid-Hopkins Architects Desi In Guidelines for Architecture, Landscaping & Signage - 16
F
ir
E . PROJECT WORK PLAN
Arizona State Museum, Life Safety Improvements and
Feasibility Study; The University of.Arizona; Tucson, AZ; : , _.,,,, „.,..,. ,:,...„...,., ,
80,000 sf; $452,000; 1998; Burns and Wald-Hopkins ury \\\ , w��f� Y\ MJ{}
Ytta { x_,.?% y ''nN�n 4w{ 4 {." Y b}5t•%��{,"+
Architects ht,�. v;< f ?} ri}a X3'.'4* _ .
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, 6 `The Arizona State Museum,one of the most ,:fil .. x ` y.
.:::::..
distinguished buildings The Universityof - 4 > `�
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Arizona campus,houses significant collections • 4,.. ,,,,::::,:::,,,,,,..,,,,,„:„.:::-... .,..„„ 1117.44r- ,..' ANL - '2,),•::;-:'...:. .:"' ...:et. . ...
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depicting prehistoric,historic,and contemporary
cultures of the native peoples of the region. µ P ..`'z:
Originally designed as a library,the building does M
not effectively preserve or present the Museum's
growing diverse collection,or allow for its growth.
In collaboration with Ann Beha Associates of
Boston,MA, we developed a Feasibility Study for team. Efforts have been made to bring this
the Museum's future. Work includes Programming seventy year old facility,that is on the National
and Master Planning,followed byLife SafetyHistorical Register,into compliance with the"spirit"
g
Improvements,the first phase of a building of the state and local building codes. Many of the
renovation program in support of the Arizona State Life Safety Improvements include a new fire alarm
Museum's teaching and research mission. system as well as improving upon the clear exit
b The Life Safety Improvements resulted from a paths for occupants and visitors.
Building Assessment conducted by the design
I
Desert
Vista Campus; Pima
a CommunityCollege;Colle e, Tuc on, k�y1:.,..»�i 1i»..;��;Yii:.,>:t4•?:4P•+ }J>•.::it::
4>i.i.:i?::a:•{.+Y;?::.Y;;.;:?:^.:.>: ;y.t\s�i::{.R{C;i±{:i:..?b{.
iv:
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;.4AZ 291,500 sf 4.6 million; 1994 Burns and Wald- JFivvvh1rK .ttc%.:Y::.c
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•
Hopkins Architects . e : :i
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IT ,..-or... ...07,........:-.'"'..- ..': - --1.,..„..,.,... : ,:c.',.i,.,,, irifig,iiilosix,,,,::,„,,,.:.:.:.
Renovation of an existing 86,400 square foot
> {
computer chip fabrication plant comprised the first 1:14,41.4:9A, t,of this new cam us for Pima `
It, phasep Community �•��� id • ,
College. The new program consolidated two s 4 . • Y.1111
>. ..
existing programs,the Skill Center and the
111 Educational Center South,previously located in ,
remote leased facilities. d .:'...• i:.:.:'''''''' '''':'''''I''I'''::':'
J{
I
We created a new administrative area,
y.i>`;iY..-:�:>.?ryh:\�:•`.kYri• •.`,:>.;r`�2h•�:r{"�, "/*;vtG'Y.,,r. 'x ,>b3.23N{:.'K:?��.\;%??ate;'4',>.'\�'y?;'•;;p,F+;`�?*`Ja\;+.:��';•,*.+A.'y`?:•vS'
?:?aii?.t'�::x�>.:s:?�{;:>,.::,z;'s?:o:.,s�+.:•a;��>i«`>..•.�a�:�*a.;�'' .,;�. '#J..S> „,�'�' :•>K.�..•;.;•::.,..,,°#.,..
`�•`� '� >}`•�.t;r.;>?'�'��%,a �t;>�,,i, � 2:.\:.a�: .-'2�:;,'` '+•�;`;��.,�> {?".•�.�•'�•:'yr>J':?S':•.•`,Ss'.•.�ts.
classrooms,biologyand physics labs,test and '{?{.,.
t .,s,`:S..:: r::y k.,c ,: .?;Ze* o o ,`::•.�t.>.:.., ?;t�.•>t .
..«�\�.+ •.x'., .�y ,'�y� ".•fS+ Y.,�?€. •'A:.: :5;*�;,,?£",JL4.."+�x>'.,.,'.7r.,•.3?a #.�'?;d'^.3%<{2:•:.- >K'�P t :#';;.
;awed. '•a,..: ;,.
}n:4'•%i?�:*i.'�•y
evaluation space, library and cafeteria. The e
a...,: +`,. it?C+i{'','iii n ? t K i b 4..
��+'�S,,w;>',,•.,.{•rra\-\Mme\ ��{ �••y>
.'y>•;t;''v:1'^g::wir^:z:t:':fi:'>::,:,:i,'{.G,,..'�.•$.,.•RKc*,2',.,#!'�`•�`,.�."'
balance ofthe 60-acre site has been planned for a lifir!il,„,„,,,„„:„.„..::.,>
IItotal capacity of 3,500 students.
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Burns and Wald-Hopkins Architects Design Guidelines for Architecture, Landscaping & Sena - 17
. P O x WORK PLA f
Globe High School Master Plan and Renovation; Globe
Unified School District #1; Globe, AZ; 158,000 sf; _
,:i.,,,.:,,,,„,!::,:iinri:..:.:::7:
$3.5 million; 1993; Burns and Wald-Hopkins Architects ..:i:::,. :... :, ..,,,;,:„. ,,,,., ::,,,,,,, ,::„:::::..,,,,,,,, . ..„:„:,,,,,, :,.::::„:::::::,,,,si„.:;,: :.„:,...............„............,....... . .: ,,,,,',..-,:,.....- .....• ------. 91
'.
t far:,:::;'::::.ils:,::.i:,, -::::,.'.:..z iiiim,,,,,,,,,,-..:'.-
Dave and David were responsible for the planninghy " { `
and design of this major renovation to a 1917 neo- 4 •14.7,,,,,,2,11,.1'
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classical school building. Theyassessed the
>.�`+ea"-'. ;�;x:} .< tib.:
building's architectural,structural,mechanical andkk
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electrical systems and then designed improvements .-.. ' .. ....::-.77 .. - .. ,
to meet the new functional needs.
A new entry structure and ramp provided M
access for the handicapped and integrated two
other older buildings into the overall scheme. They
also assisted bond promotion activities by explaining
the plan at numerous community meetings and
even appearing on local radio talk shows.
Project M.O.R.E. Unified School District; Tucson Unified111511,52Mt111:1111111,7771:11
School District No. 1; 30,000sf; 2.43 million; 1996;Burns and Wald-Hopkins Architects .;x.':iAmfs;;WiE.12!NM-;';;;; ;':;::;''''''-'
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3This new buildingaccommodates 250 students in h +'A ? °` Ya.�. b�Lk; ,`;:ri.r:;:'
y . � ri�iii30000 square feet, and offers a full range of . i : v :r . facilities includingscience classrooms1seminar h �{"'y , ::1,.;•:>.:€:>:<:::>:::>::<:::'.Tv , :,r '���»uir�*r::: :g� :o:y.:$r:::rX::r:..'.:i::::.}::::':';J.:::.:iiv:.:':.:.:.i:....}.}..}.r.r.:.a.>.}.i.:rooms a computer lab,auditorium,libraryand ::n xA :.:,:::o ::r : } r {: ; {}: ; �
eating area.
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Theschool ..:r
was built on the site of an old rail
d
spur and construction yard.Some contaminated soil
was identified before the construction started and
110, '1!':1!::IMIllj).r....':: .
was removed,but additional contamination was
discovered resulting in a three-month delay.Once $
resumed,construction proceeded smoothly and the f
school opened to students September 30, 1996.
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Burns and Wald-Hopkins Architects Design Guidelines for Architecture, Landscaping &Signage - 18
R ,f E T K PLAN
Demeester Outdoor Performance Center at Reid Park;The
City of Tucson Parks and Recreation Department; Tucson, }�
Az; $400,000; 1988; McGann & Associates Landscape $},
Architects A y <\ �,
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As part of the overall renovation of Reid Park,the ° ,t y, , ::„} {;' Y .,sj<
City ;.:_,,:.:..,,,,,,,a2,:r .,:ir...
of Tucson's"central park",McGann& mss° � x: �
Associates coordinated the planningand design of \� °� d . .:a a� `� �xs; r `"g. } d � '
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the Demeester Outdoor Performance Center. The .� :":,.;:.;.:,:,„H.,,:.:,:,..7,.:
Center has been an extremelypopular communit ....,,,..7.,:.,:,,,,:,:.,....:i:.:...,.:...is.:",,.:17:. y d: x �
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venue and has hosted numerous performances and 1 •..,;,0,.7::.4.4 �� _ -
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community gatherings. $
Included with the design of the performance . :` A A•,w <H''',:r
4 .. - . ° :< :center was the develo ment of a slo ed seatin _p p g \t'l•-'.
vY,.e+.v •,.
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area with a capacity of approximately 5,000
4
persons. To accommodate these large crowds,
additional parking spaces were constructed within
the park.
In addition to the stage,facilities that are part
of the Outdoor Performance Center include; green
rooms,performer rest rooms,equipment storage
space,a loading dock,theatrical lighting and sound
systems.
Canada del Oro Riverfront Park Master Plan;The Town of yp
S
Oro Valley, AZ New 30 Ac. Park $2.5 million 1997 ` `
ai.•�,yRyaata+sW � S�(}.. 11.4,:2.14:,,,:.
� }�•yr' = Y'! it:
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. \:.fid °McGann & Associates Landsca a Arc itects s'" �' ,y,..r V.447 z� .174....,:i!.:,:1,177..:.:".....„.:
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The Canada del Oro Riverfront Park is a newy. Y�' K` '
f
communit park in the Town of Oro Valle The , `Y .44,.„3.4),....,,«w.sr
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park has been designed to provide recreational 0•:-•� �_ }�4 � ._ �.
• • . • • v...ad};:fi'o-Y Y:. .-". ,�y,YF - y •
o .i f�<t° x
0 ortunities for various demographic and interest
pp °� b z
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groups. Facilities to be constructed at the park '']]‘ }:} �° A }i`W f :° $k
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in 1 Littlef � .:::: : .
c ude League Baseball Bo Sox }
^ • �. �-. c:;}:�;;:<�:. f f1'.�S,kfo-S�<};}'1k w °,. S
1 � Fields, Y � ;.��''� fi <Y.>�..\},�,,�r � <} ;°;',.��<,;�:d�y3::Sf.rra✓ar�.� �Y. +� `
A.y"� ��,+: .7 Z tix i4llk f-S i6 f
Softball Fields,Soccer Fields,Multipurpose Courts, r '' � _ 40
} h S}af�., r+f
• $ }
Demonstration Gardens and an Outdoor ° _.•' . } .:'< = f '
°
Performance Center.
las'�' ";z<L..,,�� > : �< <���'.... r r<���.
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< •M�llw:• �Y��� �j �'sev�°The park site is adjacent to existing residentialf_` r k '3 ;,'a�. +c�.. <'�,,;� tfxs},<... ... <:.S � :v.�'' '.�c•,/ rf
IL neighborhoods. Wide natural desert buffers will be rY � °.w}�
•• :4a•.•.i 4:}rti
`td' `rI ,o, ria
provided between the active recreational facilities i v.F,,
and the adjoining residential properties. The site is
also located near the CDO Linear Park and
equestrian and pedestrian connections will be included several lannin worksho s and
provided to this adjacent wash corridor. •
p g p
An extensivepublic participation program that community open-houses was a central element of
p p p g this successful project.'
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Burns and Wald-Hopkins Architects Design Guidelines -ion: Architecture, Lundscoping n & Signage - 19
a
,:„,„""� 0 � PIAN
Copper Creek Ridge Park Master Plan; The Town of Oro
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Valle AZ• New 40 Ac. Park• X2.3 million; 1997; McGann 36,
y, ) y�
F tis,<,w �� i.<
& Assoica#es Landsca a Architects K '''. 0.:..'. x .,.....,,,,:,:..,.:.,:.::„,;,,,,,:,::„.:.....4
,,, ` ,
p � £44;13 fyF Ed><�ga ,6,:,54,::,.: �Q'F'a�:ft �•a"�'�py y,
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The Co er Creek Rid e Park is a new . 71.:„.,,' „o,„...,,f,.... • .
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park in the Town of Oro Valley. The site i s located c
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d'' „ ''''''
37,
SSaa."S�F"�
on a prominent ridge with magnificent views of the ,•41< : . „,,
::.....c. ,<\,
3._
Santa Catalina Mountains. The ark Master Planj•••::,•:.:":4'...-•,.
,, < . , . )` a
p qy r "�
recommends that the site be developed m two .. 9d .i.'''z.:!,'''''
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.yam' x� •w ���. �f3��>xa ),
, <
phases. The first phase will result n the ;
3;�
n i n f f ilities servin the ad•acent • _ �t
co struct o o ac g � " .t
� F.
residential neighborhoods. prop?sed improvements •.4.".7...,;!::.;:.,
,{} ,�k:<)
' {YJ
include;multipurpose fields,a children's =:
*'—''':'.. ''''''at••
3.
.,.
playground,picnic ramadas,volleyball courts, 'litl,..,a„.„, .,,I7 x. * _ ,.�< 3„,,.
multi u ose courts and walkm aths. A - '' y.
p � g p �.. 'z')� es rw.
n 1 n h 1 Y� ` 5
'''..7c: .
r
connection to the adj ace t e eme tary sc o0 • , , , . :: : i.„,
z.
campus will also be provided•
The second phase of development will include rest rooms,walkways, and a park maintenance
a small sports field complex serving several facility will also be constructed.
neighborhoods in the Oro Valley community•
Lighted baseball and softball fields will be central
features of this phase of development. Ramadas,
Fort Huachuca landscape and Irrigation Master Plan; U.S. �H� f �,
h
Army Garrison Fort Huachuca; 1995;McGann&Associates 3
'” •t 'hoz qty �� � `\
Landscape Architects `h„:,,.:::.::.„..„.„.„..,:4:. ,:!......7..y.41.:.,:::::-.,:.`..1
ke',< � `� } s `\ d
p
,
as
•. : ,�`'2 c• € X43 :,",,:":,:%:,'!'!Q :•,''''''';"
This r c waan elementof' n v r 11 W ter f , ",.'" lig`�.. ) � °� )
p o�e t s a o e a a _�.. . �� \." J
Resources management Plan prepared for Fort < \ ,
Huachuca• Central features of theplan were a Y�, ` 3.- t �' v
'4: ' x ryg^f\ 7:
<3C 0. t 'i'�y ':,.
• { -..<` • ^'" �`m :.;{.sS• .� ° 3
water conservation and reclaimed water reuse.
The Landscape and Irrigation Master Plan 41.10::I:'.':-� `° � .{" . .:. a
identified the following zones on the Fort site; ,<3 • �• F< - 2.-•.2..,,i:,_
• f J\*
}
Historic Vehicular Circulation Community :J�x : • w , uu
Facilities,Schools,Housing,Mission,Industrial and y r <Li` ;f :Y. ` ''
Community Park and Open Space. Annual - • r
1
;b' v� a.Wyy..�`. w.w'•. � J': / �) f f'viY1<�'r:v A4•.y:..:�}.::.)k:..
II
�.�<:. .03':...,.,.;iY.�.Y�'.;..+�:.,},....'. ,�� 11t� ',FR. ��:i{:?"a:.<::;;:::>.:f2'B.`.`:%;:;`';;y�:; .
irrigation water budge were developed for each •• : Y .< . .t ,� :°,,:.]:, r {h
g g 1 '"_ a•,:, a_:'f� ' f'. „K s3 r s' 4•Tj J' :44:444114,440
{.: \,)\ti <.yv{:.):a:..=:.a:.::
r
.a,a Zy:\X" '.'., a3 `� J ):. ^�xc \\S••:•::\>oC<•.u':tif:;s s:
•
'\c \ \ }< S\•'`� a ,u.>yv`<tJ• 9 { K.:SS'.'t•''.'C.+.,'';•?�,.:�v?'<°:i'::<i;:.;:>.
zone. A Ian •
for the distribution and utilization of !:,:i-iin.-1:::i:joislt.,10.1"&:.:;.,..-,,,:;-
: Ft ;,F. . • ::#....: { :::}:::p �• F d �,•» ,r�' 'C:C<. 4. d:.. t3 �:•q:<tfS: <;:}KaA:i;:;c;•�r:C::; :;'::\ 9i•a '+ 'tf:;l,' J::;::..�::: sk3".c- <s. JS:�f:�•y�•:_•:\ J• • • � SS< : _,A!. <, r:a>••: b s!�f(; < r�\`{. v.. v,!' >;': „.:;�; �. • �<<-::a;�;..�';�� �3�? \.n< '�'?':c'•,•.�.i.Y:=itis=5:�;< \ .,:�;c::<..,.t' � 'I. ti ..2. -C` J F� s.; R.i4 v4.`�'��'..,yi:..�..r:,• `"�a. +.:... ?: ..•• ,', �• ..t?•;,'i'\ ?; 1'+ ..fi' Y.<x 3:{;c$:>{::3:.\?'v:i:.yi t:•:r::�';i;:reclaimedwaterwithin each zonewasalso 1„„,.,:,„:,„„:„.,•,„,..,..,.� ::.:���{. ,...:::.. - :� :�.. � � ,t:,:<r�:{.F.:\�.,,,.� �;3� ,.�:,,_.,..
• :: .....� r•\`z }, 3� ��"�\S ,.k.•,;fy -„c.<t3�'<w"Cr�, ):3••.:��. ..<'R�'•3)..•�;.x'
^. s.ar.> -r.... '--
r• f'..J v Y �. ��< `,\k4 !<#',3��;•y) r�T,;�,,r a;t,',f2<.
prepared.
liii
Design guidelines in the form of policies and 85%to 90%of the Fort's landscape irrigation
recommended plant lists were also included in the demand will be met with reclaimed water.
plan document•
When the Landscape and Irrigation Master
Plan has been fully implemented,it is estimated that
0
Burns and �ald��opkins Architects design Guidelines for Arc
for
Landscaping signage - 21
THE SUSTAINABLE GRAND CANYON WORKSHOP
Grand Canyon National Park,Arizona
Shapins Associates was hired
by the Department of Energy to
help organize and participate in
the sustainable workshop for •- , 0 •
GRAND CANYON NATIONAL PARK GENERAL MANAGEMENT PLAN
Grand Canyon,Arizona
'fir
1 ,fr t PLE
--.' cANYI
PAR GOLPCARY - t
• 1.= / ';•!�~ ''tf;: NORTH RIM 'f-
t r
f. ,i�# r / �lr
r
3 f I: tIJJ►StV+: '�1� +� l /r f---”,,,.144,,T,. :,` •
L= SSA c.(— /„,„_ /41,‘,
16_....„..UKIKINAL liECREA7K. 1. _+..Ed�r .off%) - 4, jJr fj-iq ,
A World Heritage Site and icon to _ .y '� ' •; , s�,l r_ j14'/4z-
millions of people all over the ._`-. .e/ '�!li,. ./1. ��`.: �•, Ay'
world Grand Canyon National ' �-N— A..,1 ���, -.,,� • ' '' :,',
Park is currently visited by nearly 5 , j44t
million visitors a ear and is pro- f� # ,: -x.,
YRNA
jected to have 7 to 10 million visi- £
'''moi,`" NATURAL ZCNES
tors by the year 2010. The park's 4 y.{PADP01. F.,4131
current plan is seriously outdated, - _ r--t....,,,,..„...,UE 1r
and does not address the sensitive
development,preservation and - = .-= ...- . • , .. ,
operations management issues _ k h=- t L i 4 ---
-W.,_-:
�t-�•r'�'� i, aj� � s �� '[-�! }tea f��_ i
faced by this magnificent `` '- --,� .- �,,} -a_-; -
04-:;-,
---- 1
resource. _ 4y� - 210_4.. ��j -1
LI
IN-
—_ -1,;- ry / -7-IN • -'''' 6 ` SAY s• F .
- tic- t
- __ , _, ,'f •.� f- - ? T�_-{la's -- .� • �,.- y
While with the National Park • _mak' . = .i{ �7 ,, It` , _# ` -- •
Service, Ann Moss,was the team 3- = •` - F. _,.4,- 4. r' 'f; 4 ` "4,x"4' `t= = - •
captain(project manager)for the ,.�.ar� 'j ' . ; ,. �. ;a :�
.' » '_ +♦ ; t-I�- -moi` ` +� L tt� [-'1F"Tf1 `iT ti,4�' l�e•;w/. ,a,.,,_ (.r-F 1) • , .,
development of the new plan 4s •411 P" ms's rS 4y t i(Sia]�f♦
F
F
::..._
which will provide the park with an E_, ,__#.. , -t_, t . •1,.--
_e rr. --, .:,.. , `sem-�q` • .....7..t;.7.:1).,
- .
N#�«•� _ •—k#,,...-Air--- M1s� f C f ,.
•
•
` .. ;-�,
innovative management direction. a � � _ •- lt i r ,: 1
The project was large complex •
= --":14 �, i. ::_a)..------ - F ',1'-.11:,,*., [-2 ,.— ,:QI
/ / ...,,�T;.- rv. ,ice+ �`'a ' .;r- �» - - � Y a? r(- y,� - �'.7 r M1�.3
ak
politically sensitive and involved •
�' ' _ - '":i,, , r E 4 ` y f �_;
• '�- - - - 4 �N�,r'- -- ., -. - ,•�- • -E - - =-_tr'....r:-,-;t/`-p.,,,,--1 -
an extensive environmental impact 4 V.- _ ,-T,. -Y‘- .6 -. .; ',t .'.,.,_T-f-,,,-;,--�-t•�.� '.,y,
statement. Overall management r- ,► 4 ...' --T ,14kiM t`. - .' '� -' •. 3'1-1 --i
y
�r.- - . [ +�"r t �f �.4�-. �.{+�. �wit.-
��ii7Mt1'!9 qE.. ��f alt C +..,-:.,.,.:.,::;.--0,4,,,,..,.....„t 1 y-r..74.-1„,,,,�!`tt�{'�.
objectives and visions and r i ) , j-,_, - ;
Na Tifir
`�� ���. `a+. �`1-._ -2.,.:1--4,.: --'
detailed concept plans were 4 _ - ;� -T .�:, <•:L;. .� i•1develo ed for each hi h use area S l '
P �t -- YUiAyu ''.`,AIMj,____,____-_:..:-- - y..—. Jt- ... rf•
of the park. Sustainable planning
in every respect was heavily This project has been recently -
stressed. Regional planning, art- reviewed in the national press. 2 4' "' w=t• ' `- -` .
9 P 9P P . .. t • - .-��..
nership formulation,visitor use Landscape Architecture, t _, ; -,r I ra �;�:.� .. / . i "
management and alternate mode Landscape Architect,Planning, . �_ y i _ 77 �'`~�. , _
transportation planningwere Architecture and Time maga- _ t "i- s .
P 9 :71 .., ,f T.
emphasized alongwith the reser- zines,as well as in manynews a- , _.' a t;" , .-'_ . j I MI
vation and interpretation of natural pers throughout the nation,have �- ��- , - -- ► T.-- 4. . _ _
•-�wrwsrrsremes _ � - ---.7-7-'4 I L,t.�siy+".,.'. 1 i f�, }' �
and cultural resources. reported on the attributes of the . . -.--;� ` : -- ,• .<.-_
PIan. Theplan was also the focus - - -- ''r' '
`- `--"T �M�....
Public involvement was also an of the Grand Canyon Sustainability _ t, '� - ' -,_ .#
integralpart of theprocess and Workshop,"which has become � `, . ,,
9 P► .- _
included newsletters,special work the pilot for nineteen other work- I -- t ._ -- } a
groups and steering committees, shops throughout the nation .'p: s _
public open houses and work ses- scheduled for 1995. Ann Moss r.,., --_- " -
sions coupled with extensive one- was a major participant in the v r.;-, t = 1
on-one communication. Ann workshop which helped develop
Moss was in charge of organizing partnerships and support for
and facilitating all of the public preservation and sustainable
involvement aspects of the plan. development.
SHAP1NS
ASSOCIATES
KREMMLING COMMUNITY DEVELOPMENT PLAN AND GUIDELINES
Kremmling, Colorodo
_,---,--,-_,__------__-----i-_----,7;-___,7_, ��
:---_--;-,-,----_-1F-__ __
'� _�--1---4,_.±---_,_-:=-_----,- -
_ = =ate-_
..-.4-4= , i '1~'i', y.. 7...,,,...„;-_...--,----.., _,..—ten.
AL. . -,,__ ici,„! -•,i,,,,,..,: _._ c
. -fes•. i - ---7.=___€-7-1,..,_
..a
` • f,
7L. -----7:1-7->
- F't ,
` � .- €3� ..-----o.--, _ r 4
i 'te- '�- a, 'ice.!s#i, f y..�re,t3�.
�
.,moi ' e .•- -�- ``- ,-!**T,,S '.* E ; a`
�`;irk_i. } � a - .
s-4- - is ,_
Shapins Associates updated the
1984 Comprehensive Plan to pro-
vide economic and community __ = = - _
development guidelines and _ _- _ — _
implementation strategies. The -_ � �� __
Town of Kremmling,located -.- = � _� _ _ , _ z� �=�� � �- •.:._
7 - 4
along the Colorado River in west- _- , r
Y
ern Grand County,lost amajor = = ___-,-„E„...,,_ -__:_,_,_,_:-.,_-,--,„__. _ -_ __ _ ._` _ =-_
employer when Louisiana Pacific
Lumber Company closed its local -__:-:-,-L,_ -
plant. The Town decided that it
rte.
needed to consider more sustain- ,,,, -, -
able and stable economic growth _ �---..1=-,---------0-....:- , _€ _" ., �-� _- , -- .}
that would build upon the ranch- r '
in and recreation heritage of the
THE PORT OF JEFFERSON DOWNTOWN WATERFRONT MASTER PLAN
Jefferson, Texas
7. J,)--,-i,,,,-4,-,-.:i {{ i(i't.:1,y,{q;i#,t t d 1�~•�44/ •1 4{(41{4...'�i • •• t •,
'• ti'. .11.• f.,!It,0... n•'+4 1!•J'•`1� jN ii' .•
�,�; .� �� ^�1� ;,"•`�,�r�`�, ,_��►'�;.• �.�;��,�� 1�.''.Wyk ;�I.i;t ,
-„-0 .,t1.�-is-► , :z.,,.,
,g .t ,t,„!-,,,.,t,•..\1•] ♦r sit.:.,..s.„.75..,;` t1 li..,t w•r,' 1.. .,•. 1•i •i,•`
`i' ,.. {�'i i �1qt�' :••.l�,l . t7r t.,e .;_(!i 1:+ic, ‘))P.4':. : y•:11` 1 t .� -.t
•a, +•,�t• � _y t,1 i 5(-11..1.1.� :;,:�C��.�s-n.v1`•+_�j-"�• riijili• � 1(l� �1 1T j'sa-�'��• _&J. tlc t •♦ .r••I•f i1'=, . tj.�d 4 •t'�...ti-s��} �'i 1'ti"�• ,'«i•11��t'.IIF����t.:{ ,y� ,;•1-%,, _f,j�,e,`.��-=Fi�...,�-�'�'•�!►�ya�`,• f��•~
.,�-i'•. :1- - .+ •.�a ..,l1yr- 1•/ -.�,.r rte, ':-13.-r.
:-13.+ -t� ..
Y •`#�,., -t7�Yt(. .((.•.,y•�.�� ••�,y..YL1.Y���V h'r',:.:�a♦i .` �'• fir X _.�.
'',vim---- '. ---,.' ..�'•'�. , :1:,....-41.---,'I:1. ..,••. -r•• !•�M.�� :.'-*
Prior to developing the waterfront -�''' _?r v"` e'r '`
1p-`- 1,01m.-___ `1,4`.11.• :r.•• '',n'�M`11►,t•};tL., 0,:•+,,A -t4' '
master plan,Shapins Associates ---:''.-‘4,7-d,,';:,..-,„;415:1,,• :;;'..;,ti.,P.:�•i.,"- • R'4 �,� ,:,'h t_. /'ii,'
organized and facilitated a work- �.� ♦� +i .Y 1 •� .,.'11.4
: 'rte• y'J ''•! ,----• t =.: f 1'y.11� ii,l•{1,f-, , .
sho to developan eco-tourism _ .. �� � - ,• - , ly. :f. r;r,'.L'i��•'•'1r• �•�� •!t Ai.. • , ;d,, ;;t
..„......T,„, ..,.,. .-_.,_t s,1..,: ,..-.0-,,-.1 _.,-_.,-- -.._::_—''s. 7... * :,i',.,,N.‘:-,..;...1..Th.4-T' ..f. .!:...
vision for an eleven county area in
.' � •1 S. -•�- � h"1. a..
east Texas which has internation 1�`;
ally significant wetland resources ,_ . ;• '*-•• = ���.- r •r -�� ..
a'� j!!, ♦ `' .11 1;•1• -! +.lb2,
�T•t'.`.i.�.,4 • :t.�• 'i . '
and highly significantcultural ► . � / _ ,t,:=4 .
resources. The project brough •t...-t. „ �,�, ,'�} '{
together agencies,citizens,uni- `. j•re """`''_ - ` �: _ :' `�.. � •-�,;� ::r= ` ~. ' r-'•,�. ,•
versi professors,and children in '‘ ►:1,.- •, + :-h: .� •''''
order to strengthen partnerships _ - =-•. _ ., • � .:`: It, �7. ,s ,-110,'
4,...h: M.YrI. .i•. .•e# t, a r # t�.J- a r' ti ,`•'Z,_,.',.'c
and develop meaningful solutions.
This project won a 1995 ASLA _
award for communications and P .-��--•. 9,:z`a,:fi,,,1•q� ALTERNATIVE I SITED _ - ...�
J 4 f I 4'7,1
research. As a follow-up to the ,.„,______
- "' �` y `•�•- -
•
r-, ,-.w.m.w.�uvr.++vr.n•w• -,ti- j • . t om.«.. s _ ��oi1aL�cnc'1 'Pi 1
'84 vision workshop,Shapins , --� _ , , ...1 ,ii,.. �:: ,
Associates developed a water- i • •12--`'` • 7'fir4ii-7-ii `z. .; ' �'`- - ' '��` ! � '"- -� ����
�..�_ I � '_Tom_: .11,11$41*° .r- '!e,1'
front site plan and guidelines for I .- , _ il'4/11.-- --.......---
_ _- _�- t ,:e;�•r.---,0,1
the restoration of the historic = " '-- - , 1 k
---' r 1', - - ----h:a arvw.«.�cc..o. - "'"-,..rdowntown port area in Jefferson, "� �` """"M " ``,.! t:J.Ya�.11N
Texas. This project included the _- 1 .T ..
development of interpretive *� + �-.:•....,..,: i - '` 4-----"-- - "�^'
1 .r
themes,a facility program,and ••'k.0 _ . , t
C
alternative site planning and . ? -�
design solutions with recommen- � -�do..,/,"'', 1 �u�eE:
9 `1 '.
dations for special event areas,a = j = li ` ---.
••• • • • ' __
r"
public amphitheater,landscape - wino (rLi,L r...,..f �.�t �, ,►
and site restoration along the - ' - �. -7.."' NV '•
•w •- Lam"
waterfront, public boat launching ...��: :_�� a' Pburd.l.trIPeesriis.Johes b.b,.yt,
facilities,a courtesy dock,an out-
door classroom including an
abstract steamboat interpretation,
YJ�•
public gardens an ecological r = t y 1, - •
interpretive area,and a system of ..■ /ih�-.�. •, ,„ - ,'.. . .
S d r 1i 1'r.'',r;i •yy, vinigiry.
j(, _ y -, Vwaterfront trail an recreation • ,' ` ;, ` ..A�l�' ,, --�--.
ikf:- T \til-_J•. .:�� -r�`~�
supportfacilities. This project it�yr- � 41.x:.;2"-W
involved a series of public meet- _ s, :,_ ,,,,4.n..,,1 . — �..� ,..�..�,..�..r""� ,- 19:1-1-1k\,1111%:.'
ings and the development of an
r..
"- = ...Own..n• '
implementation strategy that 1 •��
included cost estimates,phasing, .71-:.
and actions.
Client U.S.Army Corps of Engineers,Fort Worth District
' SHAPINS
ASSOCIATES
CITY OF LOUISVILLE LANDSCAPE BEAUTIFICATION MASTER PLAN
Louisville,Colorado
Shapins Associates was hired by the
rlii--
City of Louisville to prepare a land- -—177:7:
�=4
sca a beautification masterplan for : .?-‘7--;
t _ ._
p � _ fi
err; +�. /the entire City of Louisville. The project 'iAriFt:PA.,
Ian for land- '' #
developed a long range p �,,.- __�� _ ��t -
scape improvements alongthe major _` '.t • :'`':� 5 i,4
roadway corridors in the City. Corner Plan .r 6 4 -. rT.'=7,''
i .1p,440-#',1,: ._ • `
Recommended improvements included = _ •
rows of street trees providingstrut- - _ `_ -'. _ _ �`
ture,shade and screening along select 1t.- - _•-ii,;/;.7-., ►"
curbsides and medians colorful - irA •� *-Imo"'
accent trees in special locations; I -"�" -' " . -
�- a; : •moi i I '
broad sweeps of decorative grasses in ,� � '::4'- -2.4.---~,-,----,,,,..,r..,"......7 -,-,.."-":7-''.. ,�.
medians and large curbside areas; it-- "30-+0.* it
areas for seasonal displays of annual
and perennial flower beds at key cor- Stone Feature Walls/Piers:City Gateways •Scaled to different intersections/conditions
•Maintain height for sign wall
ner locations;low stone walls at
gate- •Civic character
ways to provide for a lasting civic iden- •Unique stone
tity of Louisville;and opportunity loca-
tions for possible future placement of
new City signs and public art to cele-
brate the special heritage of the City.
Fundingfor all the projects will be - • •..,
P1
�_ .Provide Enhance informal
incorporated into the normal budgeting
, - _< , accent tree canopy
process of the City. ,�== _ - - _trees - ,,
mss. / _ `,.� ,, Vii, t_
F l
-f.';'_;,44'114-V-44. - .;--,---i •
--;-_, ----,.
-iv
, =F
_.
=may _-- ,+ j= _ 1471
':-',t1:11M--, '''.:41- v'' ._ ti,-.:-,1.'(,,-.41:::?: ,,Og.`;/:.6,r,..),,..•-_---*:1',
: -7/!!--if.4 4, _
k-j - - _ ' '_ , P
- j tr,--!.• ---
-a
-- Add low shrub understory
Dense screen of mixed conifers McCaslin Arboretium to include Yellow wood,
is r including Ponderosa&Bristlecone Purple Beech,&Kentrucky Coffee Trees •
Japanese Pagoda Tree, Pines,Spruce and Mugo Pines 1 fi
1 35 o.c. -- ---,,\ i _( I / I
(� 1 L--� J Mixed underplanting of orna-
\
— i � � �'ID / ct,, Z1 i � + �.- Spirea extend
mental grasses,
Pedestrian Plaza&Bus Shelter = ----- -F— w ,. -- 7_ - +"
ri length of McCaslin
European --- AAA
_ ---l— Opportunity for public art piece
Mountain Ash,20'o.c. _ _ Realignportion N
z _ =mss --p 1 ort on of existing path
Seasonal Color Display - - c " = • Goldenrain Tree,double row
._ - z _ _ ---- walls&piers fronted by
Stone piers at both ------6; – _ __-- _ -_ - Stone
_ - large display of seasonal color
roadsides and in median F _ s.
European Mountain- __ _
PERRY STREET BRIDGE/STREETSCAPE IMPROVEMENTS
Castle Rock, Colorado
For a one-mile-long downtown
roadway in Castle Rock, ''11
Colorado,Shapins Associates '-iq - -
developed preliminary and finale
:-
designs for urban amenities, _ ,, , - ,......i,L' f, #.�;,• j..,� .-. f
landscaping,and civic improve- '.�. ' '� ,4 _.
�- , '. =����-
ments• The design elements i ,4. , • �.�` ., A--- - . ,� -. ► ' Ii
.;fir.
were adapted to three major .�. �.� _ _ - -
subsections of the roadway: a ----- _
newly developing parkway area =`_`♦`�
behind a major shopping center; Driver's View South at Fifth/Perry Street
~_ _ , E;,• anew bridge which included
t 4,,€ _.,, ,5,/,:,.if A•-. i.'.-
'-'--
.j.,,/, the relocation and restoration of
,,, „ . ,...- �t Sellar's Gulch•and a section
7- ♦iii. r4,
through the historic downtown
4-# w. ��` j area. The parkwaysection
�� ;j, ,,;;g�� 4- �,�. � bra��trs��I���
ti , , ' ..-', *-� �1i1,, �, included xeriscape plantings
:
*,i,,.1,;,;;,
ct{ .,. ' _ - t 4`, %,fir
i„ ' � ��� and a berm that buffers the ser-
e!'
Y;�'� '4z1
_' '-' _ / , ---i.: ".04,,'---41-milli,4. � vice yard of a grocery store
,1,?�,eo- .• `-,.1f pi while framing views to the geo-
._.� . � ,- ;_ ,. . «} � �,,. logic feature of Castle Rock.
,', Nk ,{` ;'$ 4 IS,.k:,--,IP
,s t, The design for the bridge incor-
tM1rl ;;,,. 4):: porated traditional piers,rail-
,; 1 ` u. - ,' '' � :3,.,; u , y Lal,,, ings,and accent paving to cele-
, i'� � s i �, `'" -#'-�!• ' �'�
/ _ � _40 brate the transition from the
� �, �., ., _ _ � parkway to the old area of town.
/ ( ''''-'''7'.•:-:---4:- C. The design for the urban core
Bird's-eye View of Bridge and Drainage Area r t area included formal rows of
AL
0 ..*. street trees,pedestrian lights,
and accent paving. Shapins
44„.,,.
igo _ . ._ _ ___
t4 '
,-L-_ -. _.--_, *
Associates provided preliminary
_„
design products to HDR,the civil
, _-= .1,_- - ,- ,
_ _
--,# -, .
`" _ engineering prime consultant,in
-- :1 ,_ ., addition to preparing land-
scape/irrigation construction
East Side Buffer/Path ! Through-lanes and Median West Side Buffer Service Area
documents/specifications for
Commercial Area Parkway Visual Buffer and Median the$500,000 landscape budget.
.f-- - 1. „yam �^ ,- r
__ ,_L
f -ice- 13..)41.. - .22s' i'3 '
74.,,,,-
.-______. i . _
, . ,.._
_........
i t__LI.., . ._. - .L.: ..---.--. j-
E ---_j 1 — -t-----' ---- -'''''''- '---- - —7---
'''i. ,,....r. ......„,--
Design of Bridge Spanning Sellar's Gulch
Client:HDR/Town of Castle Rock
SHAPlNS
ASSOCIATES
9TH/CANYON DESIGN GUIDELINES AND CHARETTE
Boulder, Colorado
Shapins Associates assisted the ; 1,r r, • Jt: _ .__.r t- '...- '�- l j1k-
Boulder
Urban Renewal Authority 1i; '� , �r -, 't
to coordinate a highly visible public ' „ni ~— •
Li•_j - '' ) '_
design charette and open house it��4• _' —,`~ -!214---,.., :-.T*1 - ' � l
and to prepare urban design -Pir •,. • f _-
.-1 —�-��;'1 .,i .:awn�' i•��iilL�r �V!si��=���1'� .�',";. � �'i�#i � € - .� i'`' ^�
t Urban 1 7r-`d:).4-----� .fitiii`,....,.�...ii•''"'� 1 .-! f,.�'l1.•. r t , •rguidelines for an upda ed �f - _ .1,_ 61
Renewal Plan fora 3 acre oppor 4', .)g--,,--1 ':1.-;".0 f�'�' �},1•k-.•;'•� . •,,+ ,-��;,-- -;: r-;.w:- '�' t� „�,� • - :i ii, : ,k,-,,
.� .„if`:r,”' ...04--N.', -a<`,;R j' ^.. .'�,,.,'j»:1A-_`, .4.11*::-.•,)• I •'l•" ' '.---^-1• 44--4: rt -�ill tunity site two blocks from the >,. _ k ,� ,� � .,rte': :- .1 �,t.. :t 1„iiii�r - -iiiir 1;t' •
Downtown Boulder Mall. The1L -.t 4 j� .7-:+_,; '``'!F: is '' - ;' __.- iif'a
h non site was designated to 111 ,-7-.------.y.4, • .,
9t /Cay g ''���'�1i o;_'�!;:.� ! � . :. �� t' .r ,�\.i. A ;.�,,� t�,` '►
be a hotel/conference center by T Bk,-A+:_ , -di.
BURR in 1986. Since that time, •\.�, - ,�'� -j• /', t ' II .**--)i I (` -
i,
there has not been a successful A •,,- •' • •• �•;-,--0,47-/ E,
development proposal due to eco- •
ilf_ • Y, ',�. a ! /, ,, ^
nomic and political constraints. As ' •' •' .) • A,- I�
an outgrowth of the City of Boulder /`� _ /,, AO
'
• Integrated Planning Project,BUR . ....• . -„
illr5 ', `' ! -` - '. , ,
decided to amend the urban /, � r'� � .r���' -_ __':,���!' �/`
renewal plan for 9th/Canyon to 1 - y
better respond to the community ,,Irf i • - = '•...,,.<< ,
interest to seek a mixed ", 4- .
use/affordable housing project for --' :. "-.. .'-- • .
the site. Shapins Associates was
hired to facilitate a creative and , ,. L
ntdesign charette to explore - �� t.�a r lak0de-.ee-e... •._.--.� ,,, :�.� LI_y_, __—
the
_,�
.-
efficient �
the range of urban design opportu- -�• _ -_ _ . -`= 5:ff.,- - -,-,,,1-—
`fi d '-, .., +� t',-. +•+b - -- +ti L- _
(� t F .,-. .� •� �� �•`ate. r„rue.�s -
nities at the site,and to prepare x.4AW "� '= '�` T .ate..""
development and design guide- ti• -'"r='41 -�i -� 111,----71:a.21414t _;--� !__ _
lines. Sha ins Associates selected '� ' _� '" ,.p .,, i ,... f., =. � ��ii. �z: k ; '' ". I — ;116.0 -• l
five architecture teams,and coor- _...154.7. '+''s===-..a . ' 3. ' ..„t a""'�,
in tedtheireffortsto produce J , i -- , ,sia l !
'tet wl' r _•'-x .'6•Hi..} f,, •.'�{ • •
_ �`:�! • a t ...-
creative development options for f ,.. �-� - Yy . - �• t`
the 9th Canon site that could be — • (1/4:-t-bi\ ', #' ';'-'r,--4,3,..11.,,,7"..,-:-.,, '�: 'ii v
l
•
evaluated by the community. 5,
11 s� :af rtY. , w N � - , . -1
Alternatives were developed for
civic uses,mixed use commercial, SUSTAINABLE HOUSING CIVIC MIXED USE HOUSING
mixed use housing,sustainableRIFI:_ -fEnifi ��--�—�_ , ''
housing,and a hotel/conference _ F=urij
facility. en house was held in
tY p *
late February,1994. 300 citizens _ I -' I:211-3-127-1-: '
n
reviewed the five options and filled = 4)- - -• , –` (, _p.--.:3' d”, =-. I 1 _ •�
out survey to describe their pref �, �,Aki ___ vi
erences for use and development. r - -46. ' -. ' .a
As a result of this effort,Shapins • ---
Associates prepared a mixed use X 111
development recommendation and ••.�y rs
design guidelines which have been
/ �
included in an amended Urban COMMERCIAL MIXED USE HOTEL
Renewal Plan that was approved Y• �-' ) /<""/\
by the Boulder City Council. /:J
�',, r.
7,
;: ♦ti''
°, ' ,, t -
Client Boulder Urban Renewal Authority �\ ` �; �`,•`�., y•.-
Architects: ) t, ,-' �/ 1
OZ Architecture
Harvey M.Hine Architects
Barret-Steele
Nixon-Johnson
James V.Marsden S t A P '111 c
ASSOCIATES
oi
VAIL SIGNAGE PROGRAM
Vail, Colorado
In anticipation of the 1989 World i
Alpine Ski Championships,the
VA._ --
Town of Vail hired Shapins/Moss
to prepare a comprehensive sig-
nage plan to help guide interna-
tional and American visitors to \ it!if
resort facilities and services.
Working with traffic engineering -
and graphic design subcontrac- _ -.-
tors,Shapins/Moss developed a _
comprehensive plan to develop - - - -
design concepts for vehicular
guide signs for Interstate 70 and ;
r , A►
f, "1....t
the Frontage Road,and vehicular, _ ,$ r _. , .,
transit and pedestrian guide signs A. .- c.._ ___ - - t'�• '• Y r ',
for areas within the limits of the = E�t!i;;;.4. • 13•x ''-
Town of Vail. The proposed sys- t• - .. • u owd , ,i► .•-
t m of signageim improvements uti- � _ '.e .` ; + F w `1' ��'
• coned
ep = •= f r.s•.: a � ..4•:c;�;,
lized a common graphic vocabu- :- z. -.
lary of the ski area logo and desti- - - -•
nations symbols that were ,. _` -.'•�`. _`. i . .'.�`.: Y '•.•�L� --..A._-.7..-..1::/:,,'
.
applied to standard highway _ �' . ' •..,i'• 's'' r
,��.• .� •�'�+St#� �+u•"' 1t„ rs tet t 2• t1 •'. � ��
signs,as well as custom signs fort. ...,,, , .t r -' -
street names,bus stops,parkingr 1 � �€- �' _'�`� ``' 44,-:; ,...�J� •�� '' `�- 1V ��"�`�
garages,community facilities,and � _= =i � }.
i
town directories. The recommen- s_ . 1
r * r __,:i r . t t
dations stressed the development ' •' - £ ` I y . 'i •• f 4
TOWN LIMIT 1: `...
"4 -' `•
c'`" i ti'.
of signs with minimal mass to .• , -,a y,
reduce the amount of sign clutter, ELEV 8150 FT 's"` , _ - ;
as well as to produce a clean and _ - • _ .' , ; ,�� -
timeless character that would be _ = : • -
compatible with the international - f - -� - ,.,.- _ . - - , , tir
resort. Guidelines were level- = _ .,.. , ../. .
• _: 4 �� !!►�`�,"ai"`' _r.ems: _..ei y
-...
phasing, - - s _ - - '6 t
oped for signlocation,p g. _s�-__ _ _ - � •'474'1
�... .t
development cost,messages, - -- vol_ --- ,4 ,likso
color,typeface,and materials.
3
r�,� , ``"
I 1 'i+.4' " ,.�.
-,,i, :, . N E Meadow Dr
�,
�
..I:-0.7"i
.i.e ��G Tt ' - �ryEJ f t / Yt1 it a4 � l _.i ."
z -, agInd mud -.
T T , 1
, _,,._
. __:
, „•..
- - ,-.1
, -I, -11 ILE
1\ • ,,,,joisr
0 '" `,„,-1-.,- ..... ..-.•.b- ►.. / � R. : ; `
T,
, ---,--. 711,:-..'.74.PLR ---.1111111=--Lir.'-Ita,....14=-4:513. ! '/ - "4 4D---'41-' .•t ,'
istir- --i - ''' _
":" 1– I. WI •—• c, , t...,,, 4 ' 1 ._ ,:- .......,• .• ,
r te.. _-. • '
•
4-.r Its -- _
IP1 , i
Client Town of Vail
SHAPIN .
ASSOCIATES
CRAIG CIVIC IMPROVEMENT PLAN
Craig,Colorado
3
t
r , --..„4,------,
4 �f�r
.-g.::':
.-:'1`.1;,,-.^. .2.7..,
wit-: .`.7. `..j_
.1 �i y ."yam-_� '.� _y,
Shapins Associates assisted theme' ,
U ` /- ' a�av .��. �� Gl
Craig Improvement Authority to ..Y I _$ ,�
master for -'I- i¢ f-�� •�`�,_�,�' � �� '�� .� `- _ �. -
develop a 5 yearplan3 =. __
.. ,� =i-
,,-,
public improvements that will -Bill{„p;.; _ ,_Ari /3-_ - .,,_,. __ ,
improve the image and economic a E . .. __. _ �. ,.- =- _.—.""`,,'”" ' •_,' '
potential , =_.;44
of Craig,the regional ..4. _,,_
service center of Northwest :. 4, -'...� _ 9 It, - : •c: '►` -.
Colorado located along the Yampa = = 1 .-.
n'n:n - ,,,,...„. ....„..t.... _ 1.•11. -..cit a
River. After completing anri=rirrcen„ I' t - : •� ---- , -: - =,; o
assessment of public rights of � w r F _ • � "" �` I. T
- . 6f
way along Highway 40 and .� ��° I•���--G.-�.- r.•,�+�
Downtown Yampa Avenue,twenty
two streetscape,park,infrastruc- Y^/..r^ ^ +�
ture,parking and signage projects `1_-_.}*; f, ,;.,4 •, 'it`j ryg.,
were conceptually designed, E - misiiiat, .•? ` '-- - =_. t i
.mac �--
costed and prioritized that would � � , r.,,,,, .._' .�..
link the central business district f ... �_ _ 1 _ ,,,,�.,,.,,..r..,• ., ,..,--�, '„.: .-., •-_
with outlying stripcommercial 7_- ', •�,.r 4 =m,,,,N #.01,,,771.,'`n`` -=" � ' •� 3.14_,.........--,-...g.-'
areas. Workingcloselywith citi- - ' T '4 .=, `+ - = `•`
zens,staff,and public officials,six ' , i't "-• ,, -' -`':` , '
fi • r
projects were refined for inclusion '.
n...-+� �t7t~`'r t,'t:,t rte..'
xnvv _- %4_ E� r
to an implementation strategy,and 1-. — ^4',,
an informative slide show and 111P - A= -'
•rbc'. ,' f�.• ,ntw
graphic oriented report were - �- }� rla - .'rte�.J„ ��'�� --�
developed to help the CIA to J.
r^� i -_, - ,,,�„,„ ��
develop public support and fund- -
ing. Design guidelines were pre-
1 ---4L7/ _ �- �1
pared to assist staff,board,and I .. __,_._.2.1_-__!!!!:!C`5-1; ' " t -�'
official review of ongoing civic i F
improvements. I .. . :111- - '_ r ii,j1111 , usomin.min - -- --1,',6,...e. 4r r B,.-- rA lr� ecl y,l rtY.I rte- r.;ti•. ,-- —,....,,c
Al:_:_,,IF-1!.1.--_la
f--::.--; 1 —8''''''s"--'1---,-____----i
re,, . .
- Nt' ‘,( - - -..
:. -,.., ,-;—
t /AM III
� � a or ti' r!e��i', u�dr,..:::!,,.....-..m!=
e' �- 04p , :L. ! mf-1. _ , .liF.i
,,,w'.;wR
_ r 0.%a4- id *�erta-.,a .' --1,-,i---- ..,72.--7 -...
Atli —
_
.fF
- —
t
.j �ja
f! -
Client Craig Improvement Authority f
SHAPINS
ASSOCIATES
III
IIle
in NORTH GLENDALE URBAN DESIGN VISION
e• Glendale, Colorado
es
'11:10001 lrfIR,I',111,..a r
11100.1 ALA'flt,:LEL MALE SPI 1 Al rr HI lall N10,11101;
Ili . .
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aim - �� :.• tr � =-_-_,...-_\ 7,7--,--.,f -- •��� mixt.ti I;S•lllf•!,
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NM Tt1r1GFT r t. • a t 7.,,....._ *,�€{.j ``' r''-,.. � irr�,�1•r� ' 1 � = ..._-_,..,_,
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FAO 111 11001E' `_ .= M A•ft." 1
"- t *�. 1 - , tsar.�•7 r.A u'+I'` .�`__ I s�„ 4:a
. ,
RECREA110`,AREA - • • t. -;._� 1lld+ •I .n
.,...E _ , _-z,,, ; . gib Mr ' w!• _ IL
rye'. �f 1� �f •
r:HFRHY I:RFFF.I:HIIS$IV, s . • ;.` I .... v 't 1•1' ••' ro
'A—
'I
North Glendale,an enclave within �• 3 1 �, '• '--...Z.' ..-.-1 �• ._•,p,IF r L..„. .
the City of Denver, is a primarily •• . .
commercial area dominated by 1 r -_ ' '" �' - '' _"
r
r a. c_;, ., ., j ,
large retailers,restaurants,and �'� ,,�, , r,,�, -:e � :1_
bars east of the intersection of - _ _
r+1.1.l 11FF1:•t UE'�•ELU"..11•TI �- •
Colorado Boulevard and Cherry r,lrouINI1111401111 111S11111.111.:1.1 H I:I•I'SI -1SIDENIIAl—
Creek.The City of Glendale com-
missioned the master plan to ,.."5Appe
develop strategies that would _ _ �' ;. '
enhance the image and quality of �` I1 i- ,.. ti- -'fI4^�r•"1 ]i 1
the area and to identify special l'�t'„,r.., .' 1 - '='�� ` '
110, -1,.:
uses that would provide an urban -�== - - =` � '�
I
I GOLDEN DOWNTOWN AREA PLAN
Golden,Colorado
Shapins Associates assisted theat,,
t„..1Golden Urban Renewal Authority '
and the City of Golden Planning ' ,._ •, ,
I' Department to prepare a specific t, l��•,_:,,
�1,R
plan for the Central Valley in I i
Downtown Golden. The City of
V4r
Golden has an improving econo- +'-`' ' '�
P myas a result of gaminginduced = , - A
w--
growth,and is concerned aboutFite,‘„ . .', t
�.e efa.•••0 0•o•••a-•u0M--.4fiu, di preserving the small town quality ` `�` • ' �a . • n ".�. ...to, .1...0. 'S
of the downtown as redevelop- — 7 ��'�"`' � N °� ��`� ► ` _;4 fir < fi6 , � obi, 1, t [ment occurs in the central valle : _ co----,"05.
i k `z �„- I lin r ; =+ — �'• :•_'.' '° .HCl - ,Y• ,1 ' .., t t.«4,r . .: ,t •-.) g;_. �... I,.,,• aka' :w .., j ..•/
The purpose of the plan was to . ,.' : L 1 r •t "` ... _ ..�•..• ,�� ,..•;.°•-;i. .7r<« lair ; — ,�l "A`
provide GURA and the City with _ '� '� •' "`�� `
r'-� -^'.y��- �S, F��f h �f r meq- w
at
the tool to guide design •
- . is a 1_�} } 1.• . 4 .r-i, .. _.1.�E.• i t= �.� • .J4 ,,,l4;. 1 j.� _ `4.--„r 3: . ;.u.
g 9 - lw F 7 aw1n .w
development along the entryway • �OMB
-�~�� '��� - ,-1.-.,- _:�■ • • � I, • „ `iii ''l. ,a .m• • �i. •-- �-."•.11,..,y, ". ,.._. �,•y __. ou,iit =!
corridors and the historic retail ��" 1 .,-nrNE .•� _ k:
core of Golden. Final products %,1-A '_L ,. _•:.ir -- �"
included overall and specific ,�j` , -
411: ,,1:1
illustrative plans,design guide- LI .:
lines,and implementation strate- ; ',-,;::. ..A.:.-.?.§-, ,,,:,
gies for gateway development, • ` :s ;
rridor and transortation --r -r. ,
enhancements,urban open ,•._Art r;_�` '.,
space and festival parks,and - „y , "r
wj - ::;s. t':." ILLUSTRATIVE PLAN
e mixed use redevelopment.
_ 1
I:irra��(''r
. R , • tl ,
.., .....a
,aa,",;.„,...., t
•.� „,„ . � ."■.•aasuta•..gust a _ ., . . „
jilt. • F. 4
P --..r,,-,..-...:,;1'..--i's,,ETitinik---'11-1",SW,,;,..,-. ii,-... .- '-, 411.--1,1,4,-... ,L,..--- F,i,..1:" .7-'-.-.7—"I'—'71",..- L'1,_-2'------'- -...•
.."E'-:.-15,;_..7—.:...,2___!Ligitlp,...,,.._ ,.--...„--- no,u4„,------ .‘,..\-- _ 7 -..-___::::::::-L. . -- _.:-.7.„-z---;-- •
i I S.H.58 BRIDGE
1!
► • il, ..r..ti
II
•
- , ,.t.�t,' F-• -'- �+ i 1:',,_. �-'5_� � -..111 ��� `'"-� �: x..if- -r R`i`- .
ailr- • -'
Awn.
a�_ ss} �_ I =��.
II ___=Mp Vi,–:.,'. ' t , , _
_.,_--- _— ,,. _ ,.---7t__________
__-_,- .%._____..,_
, ..- „--__;,:=--- ._ ,i.---_--4, —L._ ________
N,
•'ir . �' , ~---
_ ; s.,�.��:- It . 17.7.7."'"."--e-"-::=7...,. �a.a Sri , - - _ -* =��•r �{ �..
i Ei • =-- � uf� tl t_er -- _- ,11
f•
• 19th/WASHINGTON 19th/WASHINGTON S.H.58/WASHINGTON
1111
Client City of Golden Planning Department/
Golden Urban Renewal Authority
SHAPINS
elli
ASSOCIATES
a
BOULDER PLAZA URBAN DESIGN MASTER PLAN
Boulder, Colorado
I Pearl Street Corridor
I`rornkarSr.�h grrnlny tvcrr.ctw.
•1.d.c.d a.rlb..
•COrwKM.,I lyrnrl la...,
2O.r.'pwwl:p.c.1o.rrtt.
Nt�l000 CppOCkptrd.atn.n cw•ac,er
Folsom Avenue Corridor
E
t awein tv,whrw.l.c.I.
-9t•eruupu vrprort..4
$.4.b►vp.thCrl.rl U06 Kr0 O11'fdrwt � �.', ::._I
x
`+ i Gateway
r
r '� Features
. ....,,,...., '.; . '
• Jerry Shapins managed and
Pearl Gateway
Mixed
Redevelopment
directed this urban design planning
_';
illit'.....' . 4._;AE),
Pat kin p Court
stud to identify physical develop- ' C t! � r I a
, .
"s.,
ment strategies to attract high Parking Court '
'- 1
� ` •• ,' WalnutEntryquality redevelopment to this pro- , __ . ��, . ._ Improvements
Resldentiat +posed"urban village". Design Devebpment ".;;; J.;
.. irlt
Shuttle Stop
objectives and guidelines were '.o.' .f.1... £ j I
developed for a 40-acre parcel of Intersection
p vinage1 '" Improvements
underdeveloped land adjacent to Green/Park - .. ` �a t1}' M1�+
the Crossroads Regional Activity _ _ l • Marshall's
Civic Redevelopment
Development •�� �.'� '.
Center. The recommendations s la .,. t .,i
f 26th Streetscape
included streetscape beautifica- •. `` ' 'i '
p Special Plaza -• ...OMNI. 11
j! �Z
Ilii i'.e 4..y.`"" Enhanced
tion,urban open space amenities, ir---71---• – •«� _ essrlan
mixed use redevelopment,and Pa<king�ur, ,� .� -
transportation/parking improve- r Redevelopment.
•rI Gateway
p �. Features
ments.A concept for a Pearl Street
Gateway corridor was included le .•........s..w�
the plan.These concepts promot-
ed a traditional urban design
approach,whereby unified street
trees,curbside amenities,parking � liff -�, •
f
lot screening,and minimum set- i ice/
backs will be used to create a I l .. "i ,
gateway between the Crossroads r=•►: -A ,"t ' `` .,I�r-�^~~'r'
:rrssrr- 3. • 4,.....,,,,,,,,-„,„..,,....��.��
area and the historic downtown. ..1....• r. I • - te: `". '.—..;"'
The plan was adopted by City r _ '
Council and has successfully been - � •1�74�N.�7�1•-r,-.r.v�,M.
used as a guiding framework for 1
UNIVERSITY HILL SKETCH PLAN
Boulder, Colorado
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y .: '` ` s ' .. , ., .— , _1. , � . z, F .r� fori, t .'S7 ,, �.y`: � -,-- - HILL IDENTITY ALONG
BROADWAY ADW
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A
Y
_ (MARINE i0 16TH)
UNIVERSITY AVE.INTERSECTION
PEDESTRIAN IMPROVEMENTS
:T.' "AC*1541effie ''''
~, e t .•!'-i �• .���a • �� •, art,
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,'r, •-, :' -- _ .._' t - 13TH/BROADWAY
,% 1.'_, • • '`•- � •. -� 4.-44p)'` ir-
r - - :.\ ID PENNSYLVANIA
;.*-..;:t . ;r i I �—+ fIC2t-
. ,;,• "\ , -..'r -�, N•,_ _X• �;# ;4.;:. •,r'1.� •, I. 1..e.., - : 13TH,PENNSYLVANIA
: i .., -1,----,_.: ,..!-..,-::„;':-.A ,,..;,,,� .,..-.;?-..-.:&-..-:r; O��1 ; _,,,,,�( ', , INT_RSECTION
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�� I r R
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,; +'•' .+ -", '..'-�—,.r ...1 I ,rte (4- ► B1O C;'dAY 510Et,`:ALr
. , -i., {-zit Nt,_ -,' PLCaS 'RE fi r
°, ,j - *'!,W.
i '' ' '• "- _ AI'I i S: ET ,. .- > c..-
, ell
t `'..;� Alf,.'''-j •,. :f•_; PARKING I.. _ ,-'
-- t y 9'. •ti,- -'• ;� , , / �• / ---MAIN Al L L E'r
• • f
' a:'� . 3 ',.at •.S t-%x- ..l• �--`�:. PLEASANT STREET-- r • 4
The UniversityHill Commercial facilities to mitigate vehicular SWCORNER OF / -. la '.: sao,Eip�;AY.013T1)
g 13THIPlEASAAIT y �� •� �'w�•l -
Area is a traditional university impacts and to improve pedes- - '"-- F`'
13TH STREET
retail area that caters primarily trian activities and public =-�,`r %•,, •COLLEGE;
to students. The UniversityHill spaces,and a street furnishings NEIGHBORHOOD ,,..- ,...- + '- a_..„-- --, BROADWAY
---" T TI 1
that blendsyouthful and
ENTRY r.�,_- ;- •, -_-- --- _-- _,4T}l STREET
General Improvement District, palette / ,. .
working with the City of Boulder artistic character with the tradi- ALLEYS-- -----J'�,;�;; 'rf ,�• :��� p�RKING LOT
�-J
Planning Department,hired tional architecture of the COLLEGE.�13THTO 12T11 `-, f: ,� .-- ► •,,,- _ �"..
Sha Ins Associates to developa Universityof Colorado-As a final coLL�c_'TalEucuO :.• ,--1-�•' �
P� - _
master plan for the commercial product,a two sided black- COLLEGE/13TH -- p_ - ; ,--•,', - i•--. -,.,
�w'�
area that would integrate the white poster was developed for 11TRSEC ILII t. ^-- i 7 , � r---7 �' : s^
area with the surrounding - �� _ •- — - `
the adoption process. 1371+;>:ucuo ��� - ' �•� �� -� �-•
AND 14TH;'EUCLIO = ;- _� `"-•^__
neighborhoods and attract a --- , +- .3,-.
more diverse user base by
enhancing the image and func-
tions of the commercial area.
-� .•-a-s.r��-.•- .. _ -. .t •
��
Working closely with a steering • - 11.
committee that represented ,1> •, - ' _ -
neighbors,students,merchants r - f - •
and the university, Sha ins ' --• . \
Associates developed land use, /_'Yff`"' , -I ilk
transportation and streetscape ,.. , .i.:�i i- —_ .-
4,--likivi,
design concepts. Members of .�`i ,�I ' �'" ��J
the firm also worked with middle t - "` ,,...1 Lii
school and high school students ="" =j �1 mil
to provide a meaningful design , _+ i .• vI ,, 1 iig- �t
iv ,
experience for students,and to -�• " - ...•-_
develop ideas which could be
incorporated
-- -
incorporated into the planning
effort. The final implementation - I -
plan included land use strate- A' II 1 �, 1fp `h
gies for historic preservation, I `' f-, �' �` `k
;II 111111 _ Ikt,„it‘. ,and incentives for long term , .
r `
redevelopment that would be f • -'
compatible with local neighbor- i .. . •• \,.
hoods.The transportation and �1'
streetscape design solutions ` = _ ` �;,
provided improved wayfinding I 'r.. l ' '"h' ' --_• F - - -`- if, ;i
P 1
and access to public parking, *' .. _-1 . 1 /'- ' '-----N --t�
f 0trt' s' r • :c•
Client University Hill General
Improvement District
SHAPINS
ASSOCIATES
, ,
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, community
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'`i r BY HEATHER DUVAL
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in Vistabah
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Recreation * .th . .,' t first glance, projects that involve the development of
ID ., nationalparks, the enhancement of image on the edge of university
� � �` g g
campuses, andthe preparation for national ski championships maynot
Ar.„,,m4
.
�` seem like projects that require a great deal of transportation expertise. Yet,
` for Landscape Architects at Colorado-based Shapins Associates, these
'' ""`" types of challenging venues have allowed them to utilize alternative
landscape approaches to circulation and transportation. As a husband-
and-wife team,Jerry Shapins,ASLA,and Ann Moss work hard to integrate
1 softened-impact, multimodal transportation and development for
' sustainable projects that emphasize the historical, cultural, scenic and
recreational aspects of each strategy.
Prior to joining Shapins Associates,Ann Moss became a national expert on
,.-- visitor management when she led the National Park Service(NPS)strategy
r . to develop new, alternative transportation patterns that would help
'' C-Vir preserve the treasured Grand Canyon Resource. Large, complex and
politically sensitive, this project involved an extensive environmental
•..;.;.;�,r, ..* impact statement. Parking lots, roads and infrastructure were relocated
..,..:,-;':-::.".:4:.:::;‘.*.: further from the South Rim of the canyon while transit pedestrian and
r ::::::::♦:;::gx..fir*:.
,; '•'•�''•..•:,�,.•"FI«* bikeway facilities were introduced. Regional and sustainable planning,
IFq'�"i�1r�aiF�"`F�F�
•, . M..,• •:.:,-;...*0 :.:.:. row: partnership formulation, visitor use management and alternative mode
+ -' , •. ".`,,,�+,•,;:: •v.,. transportation planning were heavily emphasized and integrated, along
' . :� ,. +„ with the preservation and interpretation of the canyon's natural and
ii. .�`'"•.' cultural resources. This successful plan was approved and is being
r" t.4.'".4,
FF,:*`
';4r. . .. ir
' implemented by the NPS;Ann has since been asked to attend workshops to
`' help select appropriate transit systems and implement sections of the plan.
1111111i: " A
• I Likewise, the University Hill Commercial Area, a traditional university
w_ ,, retail area that caters primarily to students, is an active, mixed-use area
X integrated with extensive pedestrian use. The University Hill General
47
. Itiimprovement District-- working with the City of Boulder Planning
Department-- hired Shapins Associates to develop a master plan that
1 REPRINTED WITH PERMISSION Of LASN,VOLUME 12,NUMBER 11 LANDSCAPE ARCHITECT Sr SPECIFIER NEWS
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ec.tilan scale Inlplovt'tents in • f«� u�r
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would synthesize the area with the surrounding improve the pedestrian character of the neighborhood, and
neighborhoods and attract a more diverse user base by will please residents who are upset about an increasing
enhancing the image and functions of the commercial area. number of vehicular impacts--many drivers do not want to
Working closely with a steering committee that represented slow down on the enticing straight road.
neighbors, students, merchants and the university, the
Landscape Architects developed land use,transportation and In some cases, particularly resort environments, pedestrian
streetscape design concepts for the district. guide signs are important for safe and functional pedestrian
BIKEWAY BUFFER access. In anticipation of the 1989 World Alpine Ski
Appropriately,members of tkle#`,-txt,41sQ„worked with middle Championships, the Town of Vail hired Shapins/Moss
flor,rd
school and high school studentssntto provide a meaningful Planners and Landscape Architects (as the firm was then
design experience for students and to develop.ideas which. called) to prepare a comprehensive signage plan to help
could be incorporated into the p1anning' (fort. The final guide International and American visitors to resort facilities
implementation plan recommenek various improvcnnents to and services (opposite page). Working with traffic
mitigate trill lic iiiipat is and to enhance pedestrian acc� s and .•,'eng'in,e-exrngr.wand-'graphic design subcontractors,
image; also included are lend use stra-tegies for l'ristoric Shapins/Moss;developed a syste .�of signage improvements
preservation, and incentives for long term redevelopment that utilizees a common graphic o"e i uulary of the ski area logo
that would be compatible with local neighborhoods. The and dstination”symbols.tha,t.,w.ere applied to standard
transportation and streetscape design solutions improve highway signs,as'well as custom signs for street names,bus
wayfinding, ,ranting access to public parking and better stop`s pt.rl im -)gara 's; c m-munif`y facilities, and town
facilities tco mitigate ehicular impacts,enhancing €destrian ,, dire ; teeh� ee,„ .Tiiex,dations stress the development of
ay.aar a. I"5,,«x,. ,. ,�. j .l;n,7!r,.-.w' �i t..
activities` nd pu'tic sf���c��s, �nd incorporating a street signs.,ith trmass to reduce amount of sign clutter,
furnishings alette 1t blends youthful and artistic character while •4 t ng,'clean,timeless character that is compatible
with the traditional architecture of the University of Yvitlt t' -in r tional resort:i uidelines were also developed
Colorado. 11V/4;--„,s . ; oc'tion,phasing,de eiopfnent cost,messages,color,
t eIace;and materials. :',',7.=i;,.'''''
Not immune from controversial topics, the firm has ' ''
encountered some public friction over its traffic mitigation Throughout their designs ranging from park conservation
plan for Pine Street adjacent to downtown Boulder. Still in and circulation to graphic design and wayfinding assistance,
the development stage, the Pine Street Mitigation Project Landscape Architects at Shapins Associates effectively
recommends a system of eighteen traffic circles, attractively enhance pedestrian facilities while creating sustainable,
landscaped, to slow down cars, improving the safety and functional and attractive traffic solutions.
ambience of the neighborhood. While the circles will greatly LASN
NOVEMBER It 1996 REPRINTED VITI I PERMISSION OF LASN,VOLUME 12,NUMBER 11 2
RfrT�' y K. .!t 1 A
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;' v”" BY ANN MOSS
a. ig Cypress Bayou's distinctly southern part of this study. Members of the firm have extensive
atmosphere,combined with its unique natural resources and experience with regional ecotourism planning including
beautifully maintained historic character, offers tremendous projects in Essex County, Massachusetts,within seven states
opportunities for ecotourism. The nonprofit Ecotourism along the Mississippi River, at Cape Cod National Seashore,
Society defines ecotourism as "responsible travel to natural and for Grand Canyon National Park.
areas that conserves the environment and sustains the well-
being of local people.” The Big Cypress Bayou project The ecotourism planning effort was developed in two phases.
demonstrates that ecotourism can be equally relevant on our The first phase involved working with citizens and agencies
own soil. to develop a"Vision"for the lower reaches of the Big Cypress
Bayou. We developed the strategy through an intensive
Located within a 6,000-square-mile region straddling east charrette which convened archaeologists, historians,
Texas and a sliver of Louisiana, Big Cypress Bayou is well ecologists, Landscape Architects, planners, economists, and
known for the internationally significant wetlands of Caddo graphic artists, along with representation of the Texas Parks
Lake, the extensive number of historic resources, and a and Wildlife Department, the Corps of Engineers, the
unique southern heritage that flourished in the era of National Park Service, and other agencies. Many local
steamboat transportation. citizens attended,including more than 75 young people from
area public schools.
The steamboat era began declining with the arrival of the
railroad in 1873, and the lowering of the water level in the The charrette helped determine regional themes and matched
bayou due to engineering efforts made by the U.S. Army recreational opportunities to the area's natural, cultural, and
Corps of Engineers. In the early 1990s an economic scenic assets. We asked, "What are the significant stories of
development project was considered in which a large portion the region? How can these be conveyed to attract, interest,
of the bayou would be dredged to make the river navigable and enlighten tourists in a sustainable manner?" A number of
for barges. Implementation of this project could have recommended actions emerged which focused on the:
seriously damaged significant resources and aroused
vigorous opposition. Finally,the district's U.S. congressman • Enhancement of education and research related to the
intervened to ask: Isn't there another way of improving the region's environment,culture,and history
economy without damaging world-class environmental • Creation of a central orientation area to inform visitors of
resources? As a result, the U.S. Army Corps of Engineers, their options and to distribute visitors throughout the region
Fort Worth District, was commissioned to do the Cypress • Establishment of approaches to preserve natural, cultural,
Valley Watershed Study. and scenic resources
• Education of travelers in a fun and involving manner so
The Corps of Engineers asked Shapins Associates of Boulder, they appreciate the natural and historic resources
Colorado, to help develop sensitive recreation concepts as • Enhancement of the area's economic base
40 LANDSCAI'I:ARO IITFCT&SI'I:CII IFR NI=N'S
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TO SENSI l i\°Fii,, AND 11lIA INtVI'IVEI.,'1 EXPRESS•1"I-IU JEFFERSON I ERSON W A FERFRONT'S Hi"I I)RY, ITII L.ORE`.ARI'\O1'"11 t WA]ERERON I FLAN INCLUDED \ GHOSTED STEAMIIO,\I r
I'I All RIN(:.•\LL I"N\%t\\"CABIN \N1-) I'•\Di••'I 1 WI IPI 1 THAIWILL FI.I.CTL'Alt WITH'r HE ill I.R. Ti IIS AREA DILL:\Ls()SERVE D'AN INTI:.12112L'IVE PLAZA,STAGE AND I
I
01'11)0012 CLASSROOM. Illustrations provided courtesy of Shapins Associates.
• Creation of recreational and interpretive opportunities that literally. People will enjoy the sense of "walking through
expose'people to the resources through hiking trails, river time"while they move through this landscape. They will feel
trips,and walking tours as well as other sustainable methods the spirit of early Jefferson port life without having that
• Empowerment of communities and environment completely re-created for
agencies to work together and form them.
partnerships to implement a common
i.ecotourism vision `� ``j" ` Next to the proposed visitor orientation
/rte ;� 1 ' . .,'�. - '�i�11 a.
.y�. 1 F!1
_ - �,y�'d��f�, A `--.- = and learning center, another plaza is
r ir►1,u !OM I'M' =LI!�,L , •• •,••1, :' planned to include a water feature
The Vision Plan provided a successful ►t�►i_�_,.:_;.:,,-• �,�«:.:•1i, �••� � -.��•
framework for future and community - `y 1.,y..,� . e,t..---- ,4:�1,1; w' "t. illustrating the changing form and
` ..=' : ,` ---- characteristics of the Big Cypress Bayou
leaders in 1995 to examine economic �!'.--'-��.^, ,,�,'`�P.;-; , �. � �-
benefits, includingecotourism. In I' : '- , as it moves through east Texas and
1995 the plan won a communications - .. '--r-„ ��, :'•_ �, portions of Louisiana. A bayou trail and
award from the American Society of "'' • , ,..'• boardwalk will link the core interpretive
Landscape Architects. area to an outdoor environmental
education center, which will include a
Based on recommendations „ re-established wetland crossed by
ISIIORS WILL t\`.•\l.K TO I HE WATERI'RON I \LONG,111E:PAM bdlks. In a more active recreation
contained in the Vision Plan, Shapins Or AN A13ANDoNcn RAILROAD PIACI AND BRIDGE. THIS oarwa
Associates was then asked to develop TRAIL WILL HAVE IN I'ERI'RE I IVE EXHIBITS TO INFORM area, a boat launch and dock for tour
the more in-depth Port of Jefferson \11sr t'c)P.s :\t3(t_s°r 'HE ,\IEA'4 RESOURCES AND VISITOR boats and non-motorized water craft is
i~kYb 21 L�C:ES AS t1 ELL AS PROVIDING IDING ANOTHER SPOT WHEW.
Downtown Waterfront Plan. The ONE CAN S'I'AM) ABOU•I THE BAYOU OVERLOOKING I.l-IL- planned.
Vision Plan identified Jefferson as the WATERFRONT RFRONT AND ME TOWN. THE CIRCULATION PATTERN
WILL ALSO
DIRECT PEDESTRIAN TRAFFIC'r0 rHE :E1 Or
regional center for visitor orientation A swinging bridge is proposed to
JEFFERSONS )OWNIOWNWHERE EXCEIIONAIHISTORIC
and called for converting its neglected RESOURCES,ANTIQUE.SHOPS,AND REM AURAN rs A1iOl.ND. connect both sides of the bayou and lead
waterfront into a vibrant educational to a small, sustainability constructed
and recreational complex. environmental research center for youth. Special platforms
will allow visitors to see the environment from high in the
Rather than developing to the water's edge, the Waterfront trees--a rare vantage-point in this flat,damp land.
Plan suggests a range of opportunities for everyone to enjoy
the waterfront without destroying it. All design elements Both the Vision and the Waterfront Plan focused on developing
focus on education, interpretation, and the enhancement of an alternative to exploitation of the environment. Through this
natural and cultural resources,while integrating appropriate type of planning,tourism development can occur in a manner in
recreational activities, such as canoe trails. Interpretative which visitors do not destroy what they seek but instead become
themes are expressed in the landscape artistically,rather than stewards of the landscape. LASN
SEl1EMBER 1997 41
F . PROJECT WORK PIN
9. Notification of any potential confild of interest:
Burns and Wald-Hopkins Architects is not aware
of any actual or potential conflict of interest in our
relationship with the Town of Oro Valley.
Burns and Wald-Hopkins Architects Design Guidelines for Architecture, Landscaping & Signage -22
SHAPINS ASSOCIATES VISION
SHAPINS ASSOCIATES, Inc. is committed to a
landscape architectural, planning and urban
design practice that is environmentally, socially
and economically responsible.
We embrace our unique potential as planners and
landscape architects to encourage society
towards providing for a sustainable future which
meets the needs of today while ensuring a high
quality of life for future generations.
We believe that it is our responsibility to help
clients understand the implications of their
projects and to provide design and planning
alternatives that enhance the positive
characteristics of a place while minimizing
impacts. Shapins Associates is committed to
finding creative solutions that meet out client's
functional, aesthetic, environmental and
budgetary requirements while answering the
increasingly urgent demands of the cultural and
natural environment.
Enclosed please find a sample of projects
completed to date which highlight our abilities and
concerns relating to historical, cultural,
environmental and site specific design.
FIRM BACKGROUND
SHAPINS ASSOCIATES, Inc. is an award-winning environmental planning, urban design and
landscape architecture firm located in Boulder, Colorado. Founded in 1980, the firm
specializes in creating urban, community, institutional, recreational, cultural and natural
environments that evoke a strong and enduring sense of place.
Over the years, SHAPINS ASSOCIATES has planned and designed a wide range of public and
private places that are beautiful, functional, sustainable and economically viable. Serving
communities, developers and agencies, our purpose is to develop innovative land planning
and design solutions that are based on effective user involvement and ecologically
responsible development practices. We strongly believe in creating projects for and with the
people who will ultimately use them. Simultaneously, we strive to preserve the land's
character, to highlight its unique attributes and to enhance its value.
Recent projects have included designs and plans for neighborhood streets, a university
commercial district, a historic waterfront, a small rural community, a downtown pedestrian
district, a corridor transit feasibility and alternatives project and a gateway to a national
wildlife refuge. Because no two projects are alike, our work is consistently fresh, dynamic
and responsive to each client's needs and preferences.
OUR PROCESS
At SHAPINS ASSOCIATES, our projects are always grounded in a systematic yet flexible
process that we tailor to meet your specific requirements and objectives. By fully engaging
you in this process, we empower you to make practical and educated decisions throughout
every phase of project development.
The synergy of SHAPINS ASSOCIATES' people, processes and technologies enables us to
develop an aesthetic, ecological and cultural whole that is greater than its individual
elements. We are particularly skilled at integrating unique natural and cultural resources to
create cohesive, cost-effective land use solutions.
Effective resource planning and design requires an understanding of the interaction between
people and their environment. Further, plans to establish or revive a sense of place must be
grounded in community agreement. SHAPINS ASSOCIATES offers outstanding skills in
communication, facilitation and group consensus building. We work closely with users of the
environment to incorporate and balance their values, ideas and concerns. Our goal is to help
users generate the future character of the site and to assist them in creating the vision they
wish their place to become.
OUR PEOPLE
Backed by our strong process orientation and advanced computer technologies, SHAPINS
ASSOCIATES is a small firm that is able to manage and direct large, highly complex projects.
Rather than making a partial commitment to many clients, we are totally committed to
providing personalized service to a few. As a result, each client benefits from our highly
focused and responsive approach to project planning, design, and management.
When needed, we draw from our wide network of outside consultants to augment our in-
house staff. These strategic teaming arrangements enable us to direct the proper personnel
and resources to every project, regardless of scope, scale or schedule.
SHAPINS
ASSOCIATES
OUR VISION
SHAPINS ASSOCIATES recognizes that conventional development too often fragments and
scars the landscape. Accordingly, our design intent is to create a sense of permanence and
unity, encouraging users to slow down and enjoy the landscape's beauty and integrity. In
addition, we use indigenous materials and emphasize environmental instead of technological
solutions, whenever possible.
Our vision is particularly effective for Western communities that are seeking to balance
growth and development demands with environmental concerns. Our objectives are to reduce
environmental impacts, conserve costs to and help succesfully manage growth and
development.
OUR SERVICES
SHAPINS ASSOCIATES customizes the following planning and design services to fit the
scope and objectives of each project:
Community and Urban Design
• Mixed Use Project Planning/Redevelopment Planning
• Downtown and Community Revitalization
• Land Development Planning/PUD Master Planning
• Campus Planning
• Facilities Design and Management
• Signage Planning and Development
• Streetscape Planning and Design
• Design Guidelines and Standards
Landscape Architecture/Parks
• Landscape Architecture/Site Design
• Institutional Site Design/Facilities Programming
• Site Development /Landscape Standards
• Park, Recreation and Open Space System Planning and Design
• Environmental Assessments/Impact Statements/Facilities Programming and Design
• Active and Passive Park Planning and Design
• Trail Corridors and Riverway Projects
Comprehensive Master Planning
• Growth Management Planning
• Public Facilitation and Consensus Building
• Vision Planning
• Subarea Community and Neighborhood Planning
• Environmental Planning and Feasibility Studies
• Suitability Analysis/Impact Studies
• Land Use Planning/Regulations
• Historic Preservation Studies
• Alternate Mode Studies
SHAPINS
ASSOCIATES
SPECIAL CAPABILITIES
Shapins Associates interest, enthusiasm, and experience in urban design and community
planning can be a special addition to the Project. In summary, our special capabilities are:
Urban Design
We have recently completed various projects which have provided public and private
entities with the design framework for quality redevelopment Each of these projects
developed recommendations and concepts that included:
• Creating enhanced images for retail areas and public spaces by reviving local
cultural or natural heritage themes
• Designing for new approaches to transportation and alternate modes that
encourage use of bicycles, public transit, and traffic calming techniques.
• Providing comfortable, convenient and accessible pedestrian facilities that are
safe and friendly, and promote positive user experiences.
Communications/Involvement
Key personnel at Shapins Associates have facilitated numerous technical staff,
agency, and public meetings to develop consensus on landscape and urban design
issues. Shapins Associates experience will provide the team with trustworthy,
objective, and efficient meeting facilitation that builds agreements. The firm has the
capability to develop graphic sketches and concept diagrams during public meetings
which are a very effective way to communicate design proposals.
Interdisciplinary Team Design
Shapins Associates typically works in a team setting, and are particularly adept at
understanding different points of view concerning plan decision making. We have
managed and worked with staff, officials, citizens, engineers, economists, natural
scientists, graphic designers and other specialists on many projects. Shapins
Associates is able to efficiently work on collaborative efforts to develop team driven
solutions for urban design projects.
SHAPINS
ASSOCIATES
RELATED PROJECT EXPERIENCE
The following projects were completed by Jerry Shapins and Ann Moss while with Shapins
Associates or other consulting firms or public agencies. Our experience covers a broad range
of design and planning projects completed for local municipalities, developers, park
departments, federal and state agencies,non-profit groups, neighborhood groups, and public
officials.
• Julesburg Housing Plan, Julesburg, Colorado
• Pinetop-Lakeside Vision Plan, Pinetop-Lakeside, Arizona
• Grand Canyon Heritage Education Campus Plan, Grand Canyon, Arizona
• City of Louisville Streetscape Beautification Master Plan, Louisville, Colorado
• Northern Range New Urbanism Design Standards, Commerce City, Colorado
• Rifle Comprehensive Plan Update, Rifle, Colorado
• Boulder Plaza SubArea Master Plan, Boulder, Colorado
• Crossroads East SubArea Master Plan, Boulder, Colorado
• City of Golden Downtown Area Plan, Golden, Colorado
• North Glendale Urban Design Vision, Glendale, Colorado
• Craig Civic Improvement Plan, Craig, Colorado
• Colorado Chauatauqua Dining Hall and Site Improvements, Boulder, Colorado
• University Hill Commercial Area Sketch Plan, Boulder, Colorado
• Goose Creek Project, Boulder Colorado
• Perry Street Project, Castle Rock, Colorado
• Clear Creek Greenway Master Plan, Golden, Colorado
• The Port of Jefferson Downtown Waterfront Master Plan, Jefferson, Texas
• Town of Vail Signage Master Plan, Vail, Colorado
• Dowe Flats Entry Improvements, Lyons, Colorado
• Salem Maritime National Historic Site, Site Plan
• Boulder Reservoir Recreation Development Plan, Boulder, Colorado
• Pagosa Hot Springs Park, Pagosa Springs, Colorado
• Rocky Mountain Arsenal Surplus Property Master Plan, Commerce City
• Rocky Flats Site Use Recommendations, Jefferson County
• Big Cypress Bayou Visions Workshop and Booklet
• The Salem Project: A Study of Alternatives, Salem, Massachusetts
• Grand Canyon National Park General Management Plan, Grand Canyon , Arizona
• Hot Sulphur Springs Community master Plan, Hot Sulphur Springs, Colorado
• 9th/Canyon Design Guidelines, Boulder, Colorado
• Grand Lake Waterfront Master Plan
• Hunters Glen Entryway Landscape Concepts, Thornton, Colorado
• Downtown Boulder Streetscape Project, Boulder, Colorado
• Pine Street Mitigation Project, Boulder, Colorado
SHAPINS
ASSOCIATES
ANN MOSS
Senior Community Planner/Principal
Years of Experience: 22
Education
Master of Landscape Architecture/Regional Planning,University of Pennsylvania,
Bachelor of Arts,Art and Art History,University of Delaware
Architectural Studies,Harvard University
Organizations
American Planning Association
Publications and Accomplishments
Northern Range/Commerce City Housing Area Urban Design Standards
Pinetop - Lakeside Vision Study/Guidelines
Rifle Comprehensive Plan/Guidelines
Town of Julesburg Housing Plan and Development Guidelines
Big Cypress Bayou Visions Booklet
Rocky Flats Future Site Use Recommendations and Land Use Guidelines
Grand Canyon General Management Plan/Environmental Impact Statement
Study of Alternatives,The Salem Project Study of Alternatives
Salem National Historic Site, Site Development Plan/Environmental Assessment
Big Cypress Basin Eco-Tourism "Visioning"Workshop
Boulder Reservoir Regional Park Master Plan
Elbert County Growth Management Plan
Standley Lake Feasibility Study
Pine Creek Trail Site Plan/Environmental Assessment,Curecanti National Recreation Area
Narrows Dam EIS/Plan Alternatives
Landscape Architecture Magazine, 1/94"Sustainable Planning and Design"(Grand Canyon)
Landscape Architect, 10/93 "A New Approach to Visiting Grand Canyon"
1993-1994 Boulder Transportation Advisory Board Member
Awards
1995 American Society of Landscape Architects, Merit Award
Big Cypress Bayou Visions Booklet
1993 National Park Service Special Achievement Award,
"Grand Canyon General Management Planning"
1992 National Park Service Special Achievement Award
"Visitor Use Management Planning in High Use Areas"
1990 National Merit Award,American Society of Landscape Architects,
"The Salem Project Study of Alternatives"
1990 National Park Service Special Achievement Award,
"Cultural Resource Planning,the Salem Project Study of Alternatives"
1988 APA,Colorado Chapter,Merit Award, Loveland Site Development and Sign Ordinance
1986 National Merit Award,American Society of Landscape Architects,
Boulder Reservoir Recreation Master Plan
1985 Design Merit Award,American Society of Landscape Architects, Four Mile Historic Park
Summary of Professional Experience
• Founding principal of Shapins/Moss in 1980,which was reestablished as Shapins Associates in 1991.
SHAPINS
ASSOCIATES
ANN MOSS
Page 2
• Extensive experience working with schools in the planning and design process. Involved middle and high
• Extensive experience with directing all phases of public sector master planning including growth
management plans, land use plans,guidelines, resource management plans, recreation development plans,
environmental assessments, cultural resource studies, and facility plans
• 6 years of employment with the National Park Service
• Extensive experience in planning for eco-tourism(the preservation of historic and ecological resources
through sensitive regional,community and visitor planning). Ann has developed plans which preserve
regional resources while providing for high quality educational and recreational experiences for visitors.
• Ann is a trained facilitator who is able to design complex public involvement strategies, and has extensive
experience directing and applying different methods of involvement strategies for highly visible and
politically sensitive projects
• Ann has spoken numerous times at national and local conferences on park planning,visitor use
management,resource preservation,and partnership planning.
Lectures/Teaching
University of Denver,Adjunct Faculty, Environmental Policy Program 1995-Current
Ecotourism Lecture Class
Environmental Law Institute/National Park Service Training Institute, Faculty Member 1995
"Managing Parks Sustainably"
National Conference,American Planning Association Invited Lecture, 1995
"Partnership Planning and Sustainable Planning Approaches for National Park Sites"
National Park Service Planning Beyond Park Boundaries Servicewide Training Workshop
"Planning Beyond Park Boundaries, Grand Canyon National Park"
National Recreation Resource Planning Conference ,Denver,CO 1994
"Creative Partnership Projects, Grand Canyon National Park and Kaibab National Forest"
Senator McCain Conference,Visitor Use Management in National Parks 1993, Flagstaff,Arizona
"Visitor Use Management Planning at Grand Canyon National Park"
National Parks and Conservation Association (Costa Rican Delegates) 1993
"Visitor Use Management in National Parks "
Australian National Park Delegates 1993
"Collaborative Planning with Native Americans"
National Park Service, Denver Service Center Forum Lecturer 1992
"Visitor Use Management in High Use Areas"
Senator McCain Conference, Planning of the Colorado Plateau 1992, Flagstaff,Arizona
"Planning Issues at Grand Canyon National Park"
Indian (India) National Delegates 1991
"Cultural Resource Management Partnerships"
Indian Economic Development Delegates 1991
"Cultural Resource Management Partnership, Collaborations Beyond Park Boundaries"
SHAPINS
ASSOCIATES
JERRY SHAPINS
Senior Urban Designer/Landscape Architect/Principal
Years of Experience: 22
Education
Master of Landscape Architecture/Regional Planning, University of Pennsylvania
Computer Mapping/Analysis Post Graduate Course, Harvard University
Bachelor of Arts Life Sciences/Fine Arts, Pennsylvania State University
Industrial Design Studies, Philadelphia College of Art
Organizations
American Planning Association
American Society of Landscape Architects
Former Member of the Downtown Design Advisory Board, City of Boulder
Community Design Focus Group,City of Boulder Integrated Planning Project
Publications and Accomplishments
City of Fort Collins Pedestrian Area Guidelines
City of Louisville Streetscape Beautification Master Plan and Guidelines
Downtown Boulder Streetscape Design Guidelines
9th/Canyon Design Guidelines
Boulder Plaza SubArea Master Plan and Guidelines
City of Golden Downtown Area Plan/Development Guidleines
Clear Creek Greenway Master Plan
North Glendale Urban Design Vision
University Hill Sketch Plan
Colorado Chautauqua Site/Dining Hall Improvements
Pine Street Mitigation Project
Crossroads East Master Plan Draft Report
East Boulder Subcommunity Plan
Pueblo Reservoir Recreation Development Plan
Craig Civic Improvement Plan
City of Golden Downtown Area Plan
Sign Language:Town of Vail Signage Improvement Program
Awards
1986 National Merit Award,ASLA, Boulder Reservoir Recreation Master Plan
1985 Design Merit Award,ASLA,Four Mile Historic Park
Summary of Professional Experience
• Founding principal of Shapins/Moss in 1980,which was reestablished as Shapins Associates in 1991.
• For six years was a full time professor at the Graduate School of Architecture and Planning at the University
of Colorado at Denver.Taught Ecological Analysis/Adaptation,History and Theory of Landscape
Architecture,Regional Design and Planning Studio,Site Planning Design Studio, Urban Design Studio and
Basic Design Studio
• Extensive experience in streetscape planning/urban design,downtown revitalization, parks and open space
planning,resource management planning,land use planning, and landscape architecture projects. He
provides design and planning services to public and private clients for site development,corridor planning,
and redevelopment planning projects. Has worked with public agencies,non-profit concerns and park
districts on projects throughout the Western United States, and has been responsible for the development
of plans and designs for park systems,open space systems,river corridors, new towns, urban centers,
commercial corridors,streetscapes,resorts, park sites, historic sites, and rural communities.
SHAPINS
ASSOCIATES
JERRY SHAPINS
Page 2
• Extensive experience developing streetscape and urban design plans for local agencies and non-profit
groups. These projects have focused on developing strategies for economic redevelopment, alternative
transportation modes,and in improving the function and character of the public rights of way in cities
undergoing rapid growth.
• Graphic communication skills are highly sophisticated; uses free hand sketching and diagramming to
develop ideas in public workshops and in interactive client/consultant meetings
• Directs computer technology efforts with SA,including GIS/ArcView,CADD, Imaging, Desktop Publishing
Lectures/Teaching
ASLA, Colorado Chapter Annual Meeting 1997
"Pedestrian Facility Design Projects"
APA, Colorado Chapter Luncheon Meeting 1994
"Trail Planning and Urban Design Implications"
APA,Colorado Chapter Annual Meeting 1993
"Small Town Planning/Reclaiming Western Places"
Manitou Springs Historic Preservation Commission 1993
"Urban and Community Design Strategies for Historic Downtown Areas"
Steamboat Springs Vision 2020 Committee 1993
"Vision Planning for Mountain Communities"
APA, Colorado Chapter Annual Meeting 1991
"River Corridor Planning"
American Society of Foresters, Denver Chapter, 1990
"Design for Multiple Uses of Urban Open Space"
International Pedestrian Conference, Boulder,Annual Meeting 1986
"A Regional Design Approach for the Cache-La-Poudre River Corridor"
University of Colorado, School of Architecture and Planning Symposium 1985
"Ecology and the Spirit of Place"
CU Denver, School of Architecture and Planning,Assistant Professor 1980-1986
SHAPINS
ASSOCIATES
..
THE BOULDER COUNTY
BUSINESS REPORT
Volume 15, Issue Number 5 May 1996
Projects planned to be sustainable'
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i \ 4
•
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:,.....,.•::,:...::::..:•-..:::.-.....:.:.•':-::-- r•r g tiJ:_BOULDER—There's a new theoryin
child raisin Encoura e our child to
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develop career interests in an are '\t' �
she feels passionate about. The idea ,
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behind this is that as the job market >rrs ?{ .�.....,.,• ,
becomes tighter, employers will be more V,,„ M �;.;
likely to hire someone really interested in
a job rather than someone who picked his •
ter: k :ri.,
• :.::,•Ski-or her career with only a paycheck in , •s�.�•,, ..,„*....,,,:::.:74,•
mind. n•-•.• » "".,�r::� .. . -.
Jerry Shapins and Ann Moss learned w •- ,_,,,`
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ter's students in landscape architecture • ,, .
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ment.Instead theybelieve a land's ,. ..{ .z, ,4, .\ .• .r•:>r ;� ''
n. •,Y 1F!h•,,..5°c ;:v"°>w.�\.:( '�.:. i.,;.. ..r:t•:rlar'r:.;'r•,>` C.,
ural, cultural, scenic and recreational ,.� w�y�r; (v, �.:s, , r : � ►.:
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order to make a healthy, viable develop- \\:N: ,{;. �`� " (" �`
Unfortunately, they tried to put this .�.: ::...'::" • .. .' • . 'litlilt.'..'"::":'''':‘• ***.'...7..:.'.''').''w,.r.
idea into practice in the"Money for Noth- MARK IVINS
ing" '80s. They formed Shapins/Moss Jerry Shapins and Ann Moss are the husband and wife team behind Shapins Associ-
Planners and Landscape Architects. The ates, a Boulder-based planning firm that tries "to build on the special qualities of a
business could not sustain clients with place and turn it into a new economy."
similar beliefs. After five years Shapins
went to work for several large architec-
tural firms, and Moss signed on with the wife team employs two full-time workers really have to make?
national park service, where she headed and three part-timers. Last year, they "I think it's important to have an ethic
several national projects, including a grossed around $300,000, but Moss to go toward.Then you can try to develop
Grand Canyon general management plan. points out that the money isn't as impor- your market."
In 1991, Shapins decided to open his tant as getting to do what she loves. Shapins believes the second incarna-
own office again. He rented office space I never believed in just working to do tion of the business succeeds for a couple
on Boulder's Pearl Street Mall, and Shap- work," she says. "That means nothing to of reasons: He and Moss do what they
ins Associates was born. Moss came on me.I'm doing it to have fun,to contribute love,and they've hit a time when the coun-
board in'94, and today the husband-and- to the world. How much money do you try is beginning to love what they love.
THE BOULDER COUNTY
BUSINESS REPORT
•
pl • fi • t
sustainable
bl d
In the environmentally conscious`90s, Moss' park service ties have given and we get information from them in an
Moss believes people are more aware of Shapins Associates a good national base easy-to-understand way."
the quality of development and the — they're currently working on projects But thanks to computers, Shapins
preservation of culture and resources. in Texas,Idaho,and along the Mississippi Associates still is able to compete with the
For instance, Shapins Associates has Delta—and an in with government-fund- big boys. Computer-aided design,or CAD,
contracted with and submitted a $1 mil- ed projects. The company also benefits programs allow Shapins to draw on
lion plan to the Boulder city council to from the Colorado Lottery — about a screen what once took him days to do by
alleviate fast-moving traffic on Pine third to one-half of its revenue comes hand. The company bought a $10,000
Street and other streets north of the Pearl from Great Outdoors Colorado-funded plotter six months ago, which Shapins
Street Mall. They've proposed traffic cir- projects. The $22,000-South Park job is says has cut down the time he spends on
cies and long traffic humps designed to GOCO-financed. proposals and allows him to develop
be in keeping with the area's historical Currently, Shapins estimates eco- beautiful color graphics.
architecture,while still promoting pedes- tourism and open land conservation "Communications and graphics are so
trian traffic. projects like the one in South Park important.The only way people can see a
They're also working with a coalition make up half of the company's business. project is through our drawings,"he says.
of ranchers,miners,Realtors and tourism Public-sector jobs like the Pine Street "With our computers, we can start to do
officials in South Park, Colorado. South Mitigation plan are another 30 percent, the things the big firms can do."
Park is becoming a tourism mecca, and and 20 percent of Shapins Associates' Shapins and Moss also focus on edu-
residents want a cohesive development revenue comes from private-sector cation.Moss teaches a land planning class
plan. development. at the University of Denver, and Shapins
Moss has trekked the area, identifying Shapins says he'd like the business to was a CU-Denver professor from 1980-86.
rare species of alpine plants and marking expand more into the private sector. But They frequently work with children;when
historical sites. The idea is to give South competition among planners and archi- they designed a beautification and traffic-
Park residents a synopsis of the area's nat- tects is fierce.Shapins estimates that only enhancement project for Boulder's Uni-
ural, historical and scenic resources, a third to half of the proposals he writes versity Hill area, they worked with a
identifying lands most critical for conser- result in contracts and stresses the need group of high school kids who came up
vation. for referrals and building a diverse client with their own design.
"Then they can define their values and base. They're currently working on a GOCO-
focus on how they can conserve their Although Moss just hired a new plan- funded contract to design an environmen-
ecology and history and still allow for eco- ner, she and Shapins want to keep the tal education strategy to be taught in the
nomic return," Moss says. business small and hands-on. Pueblo public school system.
They call it "sustainable development" "We want to take the same approach to Shapins and Moss believe one of the
—development that works with the land- business that we take to looking at land-- reasons their business succeeds is
scape. It's not anti-development, Shapins you don't just jump," Moss says. because their strengths complement each
says, but careful development. This philosophy makes Shapins Asso- other. Shapins does the design work and
"We try to build on the special qualities ciates attractive to work with, says Brad manages the business; Moss is the plan-
of a place and turn it into a new econo- Power, a planner with the Boulder Urban ner who mingles with the flora and fauna
my,"he says. Renewal Authority. Shapins and Moss on-site.
This also makes the area more attrac- have worked with BURA on several pro- "Ann's got the broad vision—the land
tive to tourists, Moss believes. Shapins jects, including a Crossroads Mall area conservation and saving cultures and
Associates promotes "eco-tourism"—the landscaping design. landscapes — and I like to see tangible
idea that tourists are more drawn to areas "I like that they're so small—you get a things,"Shapins says. "It's all about trying
that emphasize the area's historical, cul- lot of involvement of the principals,"Pow- to get people close to nature;letting them
tural,scenic and recreational aspects. ers says."They're responsive to our issues, touch the ground."
Reprinted with permission of The Boulder County Business Report.
BURNS '
' 11 1VALU - llOPhIS
April 13, 1998
Bryant Nodine, AICP
Planning and Zoning Administrator
Town of Oro Valley
11,000 N. La Canada Drive
Oro Valley, Arizona 85737
RE: Town of Oro Valley Design Guidelines for Architecture, Landscaping and Signage
Authorization:
This proposal has been prepared by Bums and Wald-Hopkins Architects whose Principals Dave Bums
and David Wald-Hopkins are both authorized to negotiate on behalf of the team.
Sincerely,
Bums and Wald-Hopkins Architects
- ' trn% \illiiiilL , , _
Da 'dWald-Hopkins MA Dave Bums AIA
ncipal Principal
BURNS AND WALD-HOPHINS ARCHITECTS INC
2940 NORTH SWAN ROAD # 214
TUCSON ARIZONA 8 5 7 1 2
[520] 195-2705 FAX [520] 795-6111
LANDSCAPE ARCHITECTURAL SERVICES
REQUEST FOR PROPOSAL
i
:s
11-1
TOWN OF ORO VALLEY
ORO VALLEY, ARIZONA
DESIGN WORKSHOP, INC.
APRIL 13, 1998
S Design Workshop,Inc.
Landscape Architecture
•
Land Planning
410
Urban Design
Tourism Planning
•
April 13, 1998
•
110 Mr. Bryant M. Nodine, AICP
310 S. Mill Avenue Town of Oro Valley
• Suite 201
11000 N. La Canada Drive
Tempe,Arizona Oro Valley, AZ 85737
• 85281 Dear Mr. Nodine and Members of the Selection Committee:
Telephone
602 966-5881 Design guidelines for the Town of Oro Valley can help to achieve higher standards of
development that enhance the economic value of private property, create a stronger
• Facsimile community identity and, at the same time, preserve or enhance important environmental
602 966-2799 features. However, they must be written to provide the Town with the ability to guide and
• Modem direct while allowing the private real estate sector the flexibility to respond to market and
economic forces. Historically, the "spirit" of well written guidelines has been subverted
602 829-6009 by clever individuals that meet only the "letter" of the law. If poorly conceived, design
guidelines can be intensely debated or they can be complex documents that create more
Albuquerque problems than they solve.
Aspen The team of Design Workshop, Studio E Architects and The Gnu Group has extensive
Denver experience in this very specific type of project. We have also been on the other side of the
Jackson Hole table as consultants for developers responding to design guidelines. Beyond our
experience, we believe our approach is what sets us apart as a superior team. The approach
Lake Tahoe we have proposed is designed to respond specifically to your schedule, to integrate
• Santa Fe meaningful but focused public involvement and to provide you a final product that is user
friendly and responsive to the unique issues uncovered.
Sao Paulo
Vail The designers and planners we have assembled for your project are all principal level
professionals. We have made this commitment because we have learned that the
development of design guidelines requires a thorough understanding of real estate
development and public urban design principles gained only through years of experience.
All three firms have significant portfolios of work for private real estate development
interests as well as extensive backgrounds on urban design projects. We have served as
volunteers on community planning councils and design review boards and are committed
to balancing the interests of the environment, the community and development economics.
We are very enthusiastic about this project and understand its importance in guiding growth
and development in Oro Valley. Thank you for inviting us to respond to your proposal
req'est.
S., cerely,
ark Soden, AS 4AICP
Principal
DESIGNWORKSHOPS
Proposal for
Town of Oro Valley, Arizona
Design Guidelines for
Architecture, Landscaping, Site Planning and Signage
Residential & Commercial
Public & Private
DESIGNWORKSHOP, Inc.
310 S. Mill Avenue, Tempe, Arizona
Studio E Architects
615 J Street, San Diego, California
The Gnu Group Signage Consultants
24 Barber Avenue, San Anselmo, California
April 13, 1998
ani
ORO VALLEY DESIGN GUIDELINES
a
TABLE OF CONTENTS
PROJECT UNDERSTANDING
II OBJECTIVES
III PROJECT WORK PLAN
Introduction
Study Approach
Cost Estimate
Anticipated Products
Facilities/Equipment Available
Project Schedule
Reporting Procedures
Similar Studies and References
Conflict of Interest Notification
IV APPENDICES
I PROBLEM STATEMENT
New commercial development in a town often results in aesthetic qualities that do not meet the expectations of resi-
dents and do not contribute to the creation of a unique sense of place or identity for the town. This result is partly caused
by the trend towards development financing models that are designed to homogenize real estate products in an effort to
reduce risk. However, there are proven examples of communities that have developed standards and guidelines that
encourage diversity in the built environment within the framework of a unique identity. These development models
have also successfully achieved compliance by some of the most infamous standardized real estate product developers.
Guidelines must be designed to allow individual expression and diversity while establishing the overall theme and frame-
work that will result in a broad vision. Guidelines should facilitate compliance through clear, simple communication
tools and easy references. As regulatory documents, design guidelines should be consistent, comprehensive and uni-
formly enforced. Most importantly, they should be tailored to the specific needs of Oro Valley, with an understanding
of the issues that affect residents, public works, and developers. While there are differences of opinion among these
groups, there is also"common ground" that will be the foundation of good guidelines.
The real estate development community will be extremely interested in guidelines that may affect the appearance,cost
and viability of new development. Their involvement in this planning process, and the integration of their ideas and
concerns, is important. Our team understands the value of developers into the planning process who know know the
local and regional market trends, and we are able to integrate this knowledge with the concerns of residents and public
works.
Community residents have,perhaps, the greatest vested interest in the application of design guidelines. It is important
to create graphic communication tools that will model the probable results of the guidelines so that citizens can fully
understand the implications of proposed guidelines. Our team is experienced in creating graphic tools that will enable
residents to make informed decisions and comments. Examples of these graphic tools are included in the appendices.
Because the guidelines may impact standards for the implementation of public works projects,engineering and other staff
are important to the development of these guidelines. Staff's experience in managing local compliance, in conjunction
with the experience of our team will serve as the backbone to creating a successful process and product.
Finally, a clear process must be established for the review of development proposals that aim to comply with the new
guidelines. This process must be efficient and fair to developers and enforced in a consistent manner.
The opportunity available to Oro Valley is the ability to shape a vision through practical and incremental application of
these design guidelines. It is an opportunity to guide new development into an overall effort that will benefit the entire
community and create a memorable,desirable and special place.
The primary challenges of this project will include,but are not limited to, the following:
• Maintaining a focus on the creation of guidelines that will result in a unique image and identity for Oro Valley
• Managing staff,developer and general public input and developing a consensus
• Converting real world experience in other communities into tangible examples for Oro Valley
We have assembled a team that is experienced in addressing each of these challenges so that we can develop a set of
design guidelines for architecture, landscaping, site planning and signage that achieve the objectives described in the
request for proposals and the Town of Oro Valley General Plan.
Oro Valley Design Guidelines page 1
II OBJECTIVES
Research and document other similar communities in the Sonoran Desert that have successfully
implemented design guidelines
Our team believes in the value of case studies and working models. Design Workshop has a full time research librarian
that will compile the results of an extensive search for similar communities'design guidelines. We will also utilize The
Center for Livable Communities as are source for information about innovative programs in other communities. In
addition,Design Workshop has an internal resource, our"Desert Notebook",which is a compilation of research relat-
ed to planning and design in desert environments.
Design and implement a consensus building community participation process that is meaningful
and turns developers and citizens into problem solvers
The concerns of developers and citizens must not be ignored. By providing them equal voices in the planning process
and by implementing a process where they can understand each others'concerns we will defuse potential conflict.
Through a hands-on, week long workshop we will provide the graphic tools,synergy and facilitation leadership to for-
mulate common goals and solutions.
Create a clear and simple communication tool that is easily understood and that compliance is
easily measured against
The text and graphics that communicate the guidelines are tools to help people visualize the the outcome of various
design guidelines so that they can make informed decisions about architecture, landscape,site planning and signage.
Examples these communication tools can be seen in the examples of our past work within this proposal.
Establish an implementation procedure, that all agree to, for management and use of the guide-
lines
There are many forms that the implementation strategy can take and our team has direct experience in assisting
municipalities with implementation both as volunteer DRB Members and as design review consultants. It is critical
that implementation of design guidelines be fair, efficient and incentive based.
Educate the citizens of Oro Valley as well as potential developers about the value and benefit of
planning and designing a more livable community through incorporation of the "Awahnee
Principles for Resource-Efficient Communities", the result of a 1991 conference of over 100
elected officials
Cities everywhere are facing similar problems increasing traffic congestion and worsening air pollution, the loss of
open space, the need for costly improvements to roads and public services and the loss of a sense of community. Town
character is blurred until every place becomes like every other place. The Awahnee Principles define a community
with character and where people are not dominated by the automobile. The value and benefits of such a place are
qualitative but also quantitative in terms of increased economic value for homeowners, developers and businesspeople.
We will begin the community involvement process with a briefing on the benefits of these concepts and principles,
using slides and other images.
Create design guidelines that allow for freedom of expression and result in a certain degree of
diversity, but do that within an overall Town Theme framework
Without legislating aesthetics, it is possible to create a set of guidelines that establish qualitative performance stan-
dards and incentives for design enrichments. We think that a set of guidelines that are conceived of as a user friendly
"kit of parts", will be specific and easy to follow,yet encourage creative interpretations within a given set of bound-
aries.
Oro Valley Design Guidelines page 2
III PROJECT WORK PLAN
1 . INTRODUCTION
The foundation of our team's approach is based in two principle ideas. First, it is designed to bring to Oro Valley the
lessons learned by many other municipalities about the creation of a livable community and places"like nowhere
else". Second, it is rooted in a strong belief that decisions about design guidelines should come from the community
and be consensus based.
The Oro Valley codes and ordinances and the Focus 2020: Town of Oro Valley General Plan establish a good basis for the
development of design guidelines. The codes and ordinances have classified several zones and development types that
have distinct character such as hillsides,PRD's and the Oracle Road Scenic Corridor Overlay. These should be addressed
independently in the design guidelines. The General Plan describes the goals of enhancing the natural setting that
makes Oro Valley unique and also describes goals of enhancing cultural and historic resources. The design guidelines
should be crafted to enhance these features that are the essence of the Town.
2. STUDY APPROACH
The Design Team
The design team assembled to complete this project is formed by the following groups experienced in preparing design
guidelines and related services:
• Design Workshop, Inc. will be the lead consultant providing project management, facilitation, landscape archi-
tecture, and land planning services
• Studio E Architects will provide architectural consulting services
• Gnu Group will provide comprehensive marketing services
Design Workshop
Design Workshop is a planning and landscape architecture firm with eight offices across the American West. The firm's
history includes three decades of experience working for private real estate interests and public agencies to solve diffi-
cult problems with innovative and award winning solutions that balance community and environmental values with
market forces and financial interests.
Design Workshop's broad experience in a wide range of mountain and desert communities is balanced by the Tempe
office's knowledge of local conditions and perspectives. The project will be led and primarily staffed by Tempe person-
nel but will be supplemented during the Workshop Week by individuals from our other offices with pertinent experience
in guideline preparation and urban design.
Studio E Architects
Studio E Architects is a collaborative group of diverse professionals that offer an established reputation for design sensi-
tivity and award winning results. Based in San Diego, Studio E Architects is currently collaborating with Design
Workshop on the Sawmill Redevelopment Project. They have consulted with a wide range of municipal and regional
government organizations in Southern California, specifically on the development of design guidelines for village and
community centers.
The Gnu Group
The Gnu group has built a firm to provide the comprehensive services to assist professional firms with their marketing.
They know professional service firms. From coast to coast, they have collaborated with numerous companies to deter-
mine their place in the market,to reposition and re-image them, to develop new names and identities, to redesign their
communications programs and to consult on a variety of marketing issues as special assignments or in an ongoing advi-
sory capacity. Their consultants,researchers,designers,writers,and photographers are attuned to the special character-
istics of the professional services field and are knowledgeable about the clients that you serve. The Gnu Group consis-
tently produce award winning work but more importantly, have always increased the marketing effectiveness of their
clients.
Oro Valley Design Guidelines page 3
Key Team Members
Design Workshop, Inc.
Mark Soden, Principal-in-Charge, AICP, ASLA will lead the project team through the design process while focusing
on landscape and site planning design elements. Mark is currently serving on the City of Scottsdale Design Review
Committee and has for the last year. Related projects include the High Desert Guidelines for Sustainability,a two-
volume document that guides custom and production home development within a master planned community.
Mr. Soden specializes in community planning, open space and trails systems planning, urban design, and landscape
design. Mark applies an ecological approach to balancing social, and economic planning and design goals. He has
conducted and participated in public and private sector planning processes and he has prepared master plans for
regional open space systems, municipal parks,recreation facilities and multiple-use trails. He has worked on park and
open space plans for several cities in the southwest. Mark was Project Manager for the Maricopa Association of
Government's Desert Spaces, A Regional Open Space Plan, which won an award from the American Society of
Landscape Architects. He also won a Valley Forward Association award for the design of a community park in the
McDowell Mountain Ranch master planned community in Scottsdale. Mr. Soden served as a project Landscape
Architect on the Verde River Greenway project and on the Summerlin Community Design Guidelines. He was pro-
ject manager for preparation of the High Desert Guidelines for Sustainability.
Mr. Soden is participating on Arizona State University's EPA Sustainable Neighborhood Design project. He has also
been involved in a number of charrettes sponsored by Arizona State University including the North Sonoran Land
Use Charrette and the Desert View/Tri-Villages Scenic Corridor Charrette. Mark has been an associate member of the
faculty in the School of Planning and Landscape Architecture at Arizona State University where he co-taught a
course on ecological inventory and analysis in the Graduate School of Planning and Landscape Architecture. He is
currently teaching a design studio for landscape architects.
Average Commitment of Time for the Duration of the Project: 10 percent
Billing Rate: $125 per hour
Shon Parks,Project Manager, ASLA will manage all the project and will serve as the client contact for the consultant
team. He will be responsible for assignments,schedules, quality control and coordination. Mr. Shon Parks has eight
years of experience with urban design,recreation planning and design and native plant community restoration. The
professional experience that Shon will bring to this project is his skill in the development and management of com-
plex teams and schedules. While working in Wisconsin, Mr. Parks was the project manager for the landscape compo-
nent of the recently completed Frank Lloyd Wright Monona Terrace Convention Center in Madison, a 5-million dol-
lar waterfront redevelopment project in Sturgeon Bay and a master plan for a 3,000-acre mine reclamation in Jackson
County. Mr. Parks focuses his professional interests on resource conservation, urban river restoration, non-motorized
transportation and urban open space design.
Average Commitment of Time for the Duration of the Project: 30 percent
Billing Rate: $65
Studio E Architects
Eric Naslund, Partner will serve as co-designer for the project,with Mark Soden,and will focus on architectural design
elements. He is currently collaborating with Design Workshop on the Sawmill Redevelopment Project and has just com-
pleted design guidelines for three separate village/community centers for municipalities in Southern California. That
perspective, combined with his experience in assisting the City of Chula Vista in their review of projects using design
guidelines, is an important benefit towards an understanding of how to craft criteria that is clear and easily enforceable
during implementation.
Average Commitment of Time for the Duration of the Project: 15 percent
Billing Rate: $105 per hour
Oro Valley Design Guidelines page 4
The GNU Group
Rich Burns, Partner will focus on graphic design and image design elements. Richard's career has been dedicated to
assisting the real estate industry in their needs for establishing character and image within communities and develop-
ment projects. Participation and experience within this special market spans over 25 years and innumerable properties.
As a consultant and advisor real estate clients,Richard assists in formulating marketing strategies, positioning projects
and designing and implementing communications programs, in both two and three dimensions. He is a founder of
The Society for Environmental Graphic Design (SEGD), served as its President, on the Board of Directors and in the
1987 was selected as the Society's first Fellow. His early involvement in the discipline of environmental graphics and
signage led to the development of a number of innovative approaches to the design and implementation of community
signage systems.
Average Commitment of Time for the Duration of the Project: 8-10 percent
Billing Rate: $125 per hour
ORGANIZATIONAL CHART
.4- Town Council
Mark Soden
Principal-in-Charge
Design Workshop Planning & Zoning
-.4-
°
Town Staff Commission
U
Shon Parks Bryant Nodine
Project Manager Administrator .* .° Design Review Board
Design Workshop Valerie Feuer
Senior Planner ,
�- Citizens
I I
Rich Burns Eric Nasland
Graphic Design Architect 'v
GNU Group Studio E �-- Developers
DESIGN TEAM
Oro Valley Design Guidelines page 5
Roles of Town Staff
We propose that the the Town staff will be responsible for scheduling and preparing public and Town meetings,gather-
ing all relevant project data including mapping,reports and technical information. We would also propose that staff be
available as scheduled for review of products and that staff should be the local point of contact for the project- manag-
ing the exchange of information between staff, Town Council, Design Review Board, citizens and developers. See
Appendix for Town Staff level of effort per task.
Project Task Description
The first phase of this study will be focused on data collection and an intensive and interactive week-long workshop
where the Design Team will work exclusively on this project and involvement from key City staff, landowners and resi-
dents can be integrated in a meaningful and timely way.
Task A REVIEW ORO VALLEY GENERAL PLAN AND PREPARE FOR THE DEVELOPMENT OF
DESIGN GUIDELINES (mid-May-June)
Task A.1 Review all relevant existing data (Oro Valley General Plan, Zoning Code, Subdivision Ordinance,
etc.).
Task A.2 Interview key Town staff in various departments about the guidelines and the potential for refinements
to the City's development standards.
Task A.3 Visit an photograph the potential development areas. Collect base maps and/or airphotos for the area
(to be provided by City).
Task A.4 Prepare an existing conditions&constraints/opportunities analysis for the development areas.
Task A.5 Prepare a series (2-3) of graphic exhibits outlining and providing regionally specific examples of tran-
sit oriented and mixed-use development (the exhibits will be used throughout the project for partici-
pant education and as representative examples of concepts).
Cost: $2,600.00
Task B CONDUCT PUBLIC MEETING/WORKSHOP WEEK (early-June)
Town staff will be responsible for notification of residents, the Technical Advisory Committee (TAC) and representatives of the
development community and/or commercial landowners. These groups will be invited to participate in the workshop in the early
evenings each night. Design Team members will work with them as separate groups and/or individuals based upon their interest
area (architecture, landscape, signage, etc.) and review the progress made during the day.
Task B.1 First Day/a.m.: Conduct start-up meeting with key Town staff, the TAC and the Design Team to
review the methodology, discuss and define objectives/goals of the project, solicit ideas and concerns,
discuss and define community and village center images/themes,discuss potential refinements to City
development standards,codes and ordinances.
Task B.2 First Day/p.m.: Develop a set of"Guiding Principles"to serve as a baseline for the study.
Task B.3 First Day/p.m.: Create"templates"addressing land use layout for typical community centers and unde-
veloped areas to serve as a starting point for the plan.
Task B.4 First Day/p.m. & Second Day/a.m.: Develop alternative concept plans (at least two) for each center
that outlines the key image elements, the integration of transit, the land use mix and open space ele-
ments.
Task A.5 Second, Third and Fourth Day: Create a series of guidelines, each with relationship to a "Guiding
Principle", to direct the development of both village and community centers. There will be a baseline
set of guidelines that apply to all centers which will be supplemented by specific guidelines unique to
each individual center. The guidelines will address key elements of buildings, the spaces between
Oro Valley Design Guidelines page 6
buildings, vehicular spaces, service spaces, pedestrian spaces, open spaces and natural site features,
landscaping and signage.
Task B.6 Fourth Day/p.m.: Conduct a worksession with key City staff and the Design Team to review the
progress made to date.
Task B.7 Fourth Day/evening: Conduct community open house/presentation to review and discuss the materi-
als developed to date.
Task B.8 Fifth Day/a.m.: Conduct a final Workshop Week debriefing with the City Project Manager and the
Design Team to develop a consensus on refinements and areas requiring further study.
Cost: $15,000.00
The second phase of this study will be focused on final guideline preparation and recommendations for policy revisions
needed to implement the guidelines. It is our intention to include the participation of an entitlements processing con-
sultant,highly experienced with the Town of Oro Valley, in the development of these recommendations.
Task C DEVELOP TEXT AND GRAPHICS FOR DESIGN GUIDELINES (mid-June-mid-July)
Task C.1 Identify changes needed in the Town's Development Standards to allow flexibility in street width and
alignment, alternative drainage facilities and other infrastructure to better preserve natural features
and build attractive,human scaled village and community centers. We will use"Residential Streets,"
Second Edition, 1991,prepared by the ASCE,NAHB and ULI as a guide for this work.
Task C.2 Meet with the appropriate key Town Department heads to review initial recommendations for Zoning
Code revisions
Task C.3 Identify a set of clear,enforceable review criteria and alternatives for design review for use by the Town
when considering requests for rezonings and site development plan reviews for parcels in or near des-
ignated community and village centers.
Task C.4 Identify amendments needed in the Town Zoning Codes, Subdivision Ordinances and related stan-
dards as a result of the study.
Task C.5 Meet with the TAC to review recommendations.
Task C.6 Prepare a Project Memorandum outlining the agreed upon revisions and Code/Ordinance/standards
amendments. The memorandum will also document the consultant recommended revisions that did
not gain Town staff consensus.
Task C.7 Develop preliminary text and graphics for guidelines.
Cost: $19,000.00
Task D MONTHLY T.A.C. WORKSHOP MEETINGS AND PUBLIC RELATIONS (mid-July-mid-
August)
Task D.1 Monthly T.A.C.workshop meetings to be held the second Friday of July,August and September
Task D.2 Prepare a media announcement outlining the goals and results of the study. Coordinate and brief
selected reporters.
Task D.3 Meet with Town staff to strategize invitation list and public noticing for the final public meeting. City
will be responsible for all noticing/invitations and for providing a meeting location.
Oro Valley Design Guidelines page 7
Task D.4 Prepare presentation materials including slides documenting the full process and final products, a
hand-out summarizing the recommendations, and a questionnaire designed to elicit any further com-
ments. These materials will be designed so that other Town representatives can use them to make sub-
sequent presentations to small groups,such as the Chamber of Commerce,neighborhood groups or the
development community.
Task D.5 Conduct the public meeting. Following an introduction by the Town representative, the Design Team
will present the results of the study including a summary of the process followed, the guiding princi-
ples, the conceptual plans for several representative centers, the guidelines for several representative
centers and the recommendations for changes to the codes,ordinances and standards.
Cost: $6.500.00
TASK E DRAFT DESIGN GUIDELINES (mid-August-October)
Task E.1 Prepare Draft Summary Report outlining the process and recommendations. There are two options for
the actual Design Guidelines. The first is to include them as a part of the 8.5"x 11"format report in
a 3-ring binder(to allow for flexibility and future change). The second is to produce the guidelines as
a 25.5" x 11" three-fold stand alone document (one for each center) that can be printed in mass for
public distribution as a companion piece to a Summary Report. An example of this format is includ-
ed for review and consideration. We are prepared to provide either format.
Cost: $9,000.00
TASK F PLANNING COMMISSION PRESENTATIONS (Nov. 3)
Task F.1 Assist the Project Manager with presentations of the study results to the Town's Planning Commission.
Cost: $2,600.00
TASK G REVISE DRAFT GUIDELINES PER PLANNING COMMISSION MEETING (Nov./Dec.)
Task G.1 Make necessary revisions to the documents based upon respective feedback.
Cost: $4,600.00
TASK H TOWN COUNCIL PRESENTATIONS (Dec.2)
Task H.1 Assist the Project Manager with presentations of the study results to the Town Council.
Cost: $2,600.00
TASK I PREPARE FINAL DESIGN GUIDELINES (Dec. 11)
Task I.1 Prepare Final Summary Report outlining the process and recommendations. One of two options for
the actual Design Guidelines. The first is to include them as a part of the 8.5"x 11"format report in
a 3-ring binder(to allow for flexibility and future change). The second is to produce the guidelines as
a 25.5" x 11" three-fold stand alone document (one for each center) that can be printed in mass for
public distribution as a companion piece to a Summary Report. An example of this format is includ-
ed for review and consideration. We are prepared to provide either format.
Provide one original camera ready (and digital format) copy of the Summary Report and Guidelines.
Provide five (5) finished copies of the Summary Report and a final color mock-up of the tri-fold
Guidelines (if selected as an option).
Cost: $2,600.00
Total Cost: $64,500.00
Oro Valley Design Guidelines page 8
3. COST (FEE) ESTIMATE
See the work plan for description of costs per study task. Our total estimated fee for the project is $64,500. See
Appendix for a description of"Who Does What'showing person-hours and level of effort by task. The cost of these per-
son-hours are averaged to include time for administrative staff and support staff.
4. PRESENTATION OF ANTICIPATED PRODUCTS
Attached in the appendices is our recommendation for reporting and presentation of the results of the study in a sim-
ple, easy to use and understand format.
5. FACILITIES/EQUIPMENT AVAILABLE
The base of operations for this project will be the Tempe, Arizona office of Design Workshop. We have full in-house
desktop publishing capabilities on Macintosh and PC platforms using Quark 3.32 and Microsoft Word 6.0.1 software.
We have a password protected FTP Internet site,as well as e-mail capabilities,for the electronic transfer of information.
We anticipate accessing some of the resources across our 100 person, 9 office firm including our research librarian, Sue
Schwellenbach,for research on other municipal design guidelines and desktop publishing specialists in our Santa Fe and
Denver offices for design of the final product.
6. PROJECT SCHEDULE
The Appendix includes a Critical Path Schedule that illustrates the inter-relationship and scheduling of the major study
tasks.
7. REPORTING PROCEDURES
Shon Parks will be responsible for management of the project. This includes the following:
•Monitoring the progress of the team against the project schedule
•Preparing minutes from all meetings and distributing them to attendees
•Preparing monthly progress report and invoices detailing the work completed
•Coordinating with the Town's Project manager regarding meetings and workshops
•Quality Control
8. REFERENCES AND RELATED PROJECTS
Design Workshop's related projects include the following:
Sawmill Redevelopment, Albuquerque, NM. Design Workshop, with Studio E architects, has recently finalized the
Master Plan for this 27 acre mixed-use infill development project. Design Guidelines have been prepared to control site
planning, architecture and landscape development. The guidelines are focused on the conservation of energy and non-
renewable resources through the use of alternative products and materials, as well as site planning for solar considera-
tions. This project included a week-long workshop in Albuquerque,similar to what is proposed for this project.
Contact: Rhea Serna,City of Albuquerque Development Services
505/764-0037
Summerlin Community Design Guidelines, Las Vegas, NV
The all-inclusive, 22,000-acre Summerlin New Community offers residents a place to live,work,play,raise a family,and
retire. Schools, hospitals, churches, and recreational areas include just a few of the amenities provided within. Each of
the 28 villages will have their own unique identity, theme and focus. An open space and 50-mile pathway system pro-
vides pedestrian access to all recreational activities,villages,neighborhoods and community centers.
Contact: Gerry Robbins, Summerlin
(702) 791-4388
Oro Valley Design Guidelines page 9
High Desert Guidelines for Sustainability, Albuquerque, NM
Working closely with the Albuquerque Academy,Design Workshop developed a plan for the community of High Desert.
This 1000-acre residential community at the base of the Sandia Mountains represents a model of sustainable develop-
ment. The design guidelines for the project include strict provisions for water conservation and harvesting,native plant
use, and wildlife habitat enhancement, similar to the recommendation of the Oro Valley General Plan. Drainage sys-
tems and road standards are also designed to protect the desert,preserve arroyos and create a strong pedestrian environ-
ment.
Contact: Jack Eichorn, High Desert Investment Corporation
(505) 823-9360
Estrella Mountain Ranch, Goodyear, AZ
In addition to master planning the 20,000-acre Estrella community, Design Workshop prepared design guidelines and
implementation strategy for a number of community systems. Guidelines have been prepared to make certain that the
Estrella planning and design philosophy and objectives are carried out as each portion of the Estrella community is built.
The guidelines are intended as an information source to owners, builders, developers, architects or investors interested
in Estrella and as a design management mechanism to ensure that improvements in the community take full advantage
of the opportunities provided for in the Master Plan.
The underlying goal of the guidelines is to allow variety within individual projects,while achieving a visual continuity
and sense of order throughout the community. Design intent and standards were documented and parties responsible for
implementation and maintenance were identified.
Contact: Todd Tupper, Sunchase Estrella Limited Partnership
(602) 468-1090
The Commons Neighborhood,Denver,CO. Design Workshop is leading the urban design for a 60-acre former rail yard
located next to downtown Denver's urban core. The plan includes mixed use development with residential,hotel,retail,
office and intermodal transit uses. Design Workshop's involvement on the Commons has included the development of
a set of Design Guidelines and Transit Strategies to address all aspects of the development of the neighborhood.
Contact: Larry Grace,Trillium Corporation
303/623-0336
Winter Park Design Guidelines, Winter Park, CO. In an effort to define a clear vision for the downtown's physical
character, Design Workshop lead the development of a set of Comprehensive Design Guidelines to facilitate discussion
between the town and the development community.
North Broadway Village Center, Boulder, CO. North Broadway is a major collector roadway in Boulder that is sched-
uled for widening and streetscape improvements. Design Workshop developed a concept plan and guidelines for a key
development parcel that serves as a model for other development along the corridor. The plan illustrates critical urban
design components such as creation of a street wall, the screening of parking areas, the integration of transit, and the
creation of a street/sidewalk activity zone.
Aurora City Center, Aurora, CO. Design Workshop assisted the City of Aurora in redefining the vision for their com-
munity center--the original concept called for high density suburban style development now perceived as inappropriate.
The new vision paints a picture of a vibrant diverse urban area within the framework of a neighborhood. Cornerstone
public and civic elements are connected to the surrounding neighborhoods through a system of trails and improved
vehicular access.
Contact: Kevin Standbridge,currently Planning Director of Broomfield,CO
303/438-6384
Studio E Architect's related projects include the following:
City of San Diego Multi-Family Design Guidelines. Eric Naslund was a member of a City appointed Task Force
charged with the rewriting of the design and zoning regulations for all multi-family residential projects within the City
of San Diego.
Contact: Kelly Broughton
619/236-5932
Oro Valley Design Guidelines page 10
Chula Vista Design Review Committee. Studio E Architects was the consultant to the City of Chula Vista for the
implementation of their Design Guidelines. In that capacity, they reviewed all proposed projects for compliance with
the intent of the design regulations.
Contact: Ken Lee
619/691-5101
Torrey Heights Reserve, San Diego. Studio E Architects created the Master Plan and Design Guidelines for a 225 acre
mixed use development adjacent to a sensitive open space preserve.
Poway Town Center, Poway, California. Studio E Architects created the neighborhood center plan and architectural
guidelines for a mixed-use traditional town center. Housing,retail and office uses were developed around a greenspace
network focusing on an existing but neglected creek.
Clairemont Station Design Guidelines, San Diego. Studio E Architects led the development of a Concept Plan and
related Design Guidelines for a mixed-use community center at a newly planned trolley stop. The process included an
interactive community workshop to educate the public on neo traditional development and design philosophies.
Vista Village Design Guidelines, Vista, California. Studio E Architects has recently completed a set of guidelines for
the development of a new village center in Vista. The guidelines address, in detail, a range of building types by way of
a sample site plan and criteria to control massing,colors,setback,open space,public space,parking and landscape.
Contact: Chuck Davis,City of Vista Redevelopment Agency
760/639-6189
Monterey Park Design Guidelines, Monterey Park, California. Studio E Architects recently prepared a series of
Design Guidelines for Monterey Park's Commercial Rehabilitation Program that address ten different"districts". The
guidelines were developed as a"kit of parts" intended to reinforce the specific design theme of a particular business dis-
trict.
Contact: Kelvin Tainatongo,City of Monterey Park
818/307-1385
Gnu Group's related projects include the following:
Dallas West End,Dallas,TX.Signage guidelines for the downtown historic district of Dallas Texas.The program estab-
lished the design ethic for this special 100 square block area and included the civic sign ordinance for the district.
City of Phoenix. The Gnu Group participated on the task force which established a new sign code for the city of
Phoenix. In response to the changing face of development projects and the increase in large mixed use projects and
planned developments,which the existing city ordinances did not accommodate,we helped establish a new approach to
signage controls for the municipality.
Arvida, Boca Raton,FL. The Gnu Group established the sign guidelines and controls for a 5000 acre area of the City
of Boca Raton,Florida which allowed the developers to create a distinct character and image for the development with-
in the,city while adhering to established city ordinances.
Huntley, Illinois. A 3000 acre property was annexed to a rural village. Development plans included a master planned
community of 10,000 residents, 4 million square feet of retail and commercial projects and other recreational uses. The
Gnu Group developed the signage standards for the village which controlled all signs within the municipality.They also
created design guidelines for the master planned community to govern the signage of projects within the development.
9. NOTIFICATION OF ANY POTENTIAL CONFLICT OF INTEREST
We have no known potential conflict of interest related to the preparation of design guidelines for the Town of Oro
Valley. Our interest in this project is in its potential to integrate private and public development and at the same time
preserve the unique beauty of the Sonoran Desert. Our interest is in the development of policies and guidelines that will
yield a functional, beautiful and sustainable human ecosystem. We have assembled our finest team to accomplish this
goal and we appreciate your consideration for this important project.
Oro Valley Design Guidelines page 11
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Who Does What as of Fri 4/10/98
Oro Valley Design Guidelines
ID Resource Name Work
1 Shon Parks 359.65h
ID Task Name Units Work Delay Start Finish
2 Task A.1 - Review all relevant data 0.25 8h Oh Fri 5/15/98 Wed 5/20/98
3 Task A2 - Interview Town Staff 0.5 8h Oh Thu 5/21/98 Fri 5/22/98
4 Task A3- Visit and photograph potential development areas 1 8h Oh Mon 5/25/98 Mon 5/25/98
5 Task A4 - Prepare existing conditions, opportunities and constraint analysis 0.3 7.2h Oh Tue 5/26/98 Thu 5/28/98
6 Task A5- Prepare graphic exhibits 0.5 4h Oh Fri 5/29/98 Fri 5/29/98
8 Task B1 -Start up meeting with Town staff 1 2h Oh Mon 6/1/98 Mon 6/1/98
9 Task B2-Develop guiding principles 1 2h Oh Mon 6/1/98 Mon 6/1/98
10 Task B3-Create templates 1 2h Oh Mon 6/1/98 Mon 6/1/98
1 1 Task B4 - Develop alternative concepts 1 2h Oh Mon 6/1/98 Mon 6/1/98
12 Task B5-Create a series of guidelines 1 20h Oh Tue 6/2/98 Thu 6/4/98
13 Task B6- Worksession with Town Staff 1 4h Oh Thu 6/4/98 Thu 6/4/98
14 Task B7-Community Open House 1 2h Oh Fri 6/5/98 Fri 6/5/98
15 Task B8-Debreifing 1 8h Oh Fri 6/5/98 Mon 6/8/98
17 Task Cl - Policies analysis 0.2 12.8h Oh Mon 6/8/98 Thu 6/18/98
18 Task C2-Meet with Town Dept.Heads 1 8h Oh Thu 6/18/98 Fri 6/19/98
19 Task C3 - Identify and establish criteria 0.25 2Oh Oh Fri 6/19/98 Fri 7/3/98
20 Task C4-Identify amendments to codes and Ordinances 0.25 10h Oh Fri 7/3/98 Fri 7/10/98
21 Task C5-Review meeting with TAC 1 8h Oh Fri 7/10/98 Mon 7/13/98
22 Task C6-Recommended code/ordinance standards amendments 0.2 4.8h Oh Mon 7/13/98 Thu 7/16/98
23 Task C7-Develop text and graphics for guidelines 0.3 19.2h Oh Thu 7/16/98 Tue 7/28/98
26 Monthly TAC meetings 1 1 8h Oh Fri 7/10/98 Fri 7/10/98
27 Monthly TAC meetings 2 1 8h Oh Fri 8/14/98 Fri 8/14/98
28 Monthly TAC meetings 3 1 8h Oh Fri 9/11/98 Fri 9/11/98
29 Task D2-Media announcement 0.5 4h Oh Tue 7/28/98 Wed 7/29/98
30 Task D3 -Prenoticing meeting 0.5 4h Oh Wed 7/29/98 Thu 7/30/98
31 Task D4 - Prepare presentation materials 0.25 20h Oh Thu 7/30/98 Thu 8/13/98
32 Task D5-Conduct public meeting 0.3 9.6h Oh Thu 8/13/98 Wed 8/19/98
34 Task El -Draft summary Report 0.3 54h Oh Mon 9/14/98 Wed 10/14/98
36 Task F1 - Prepare presentation materials 0.3 12h Oh Wed 10/14/98 Wed 10/21/98
37 Task F2-Presentation 1 8h Oh Tue 11/3/98 Tue 11/3/98
38 Task G-Revise Draft Guidelines per Planning Commission Meeting 0.25 30h Oh Wed 11/4/98 Tue 11/24/98
40 Task H1 - Prepare presentation materials 0.25 10h Oh Wed 11/25/98 Tue 12/1/98
41 Task H2-Presentation 1 8h Oh Wed 12/2/98 Wed 12/2/98
42 Task I-Prepare Final Design Guidelines 0.25 16.05h Oh Thu 12/3/98 Tue 12/15/98
2 Mark Soden 141.68h
ID Task Name Units Work Delay Start Finish
2 Task A.1 - Review all relevant data 0.05 1.6h Oh Fri 5/15/98 Wed 5/20/98
5 Task A4 - Prepare existing conditions, opportunities and constraint analysis 0.08 1.92h Oh Tue 5/26/98 Thu 5/28/98
6 Task A5- Prepare graphic exhibits 0.1 0.8h Oh Fri 5/29/98 Fri 5/29/98
8 Task B1 - Start up meeting with Town staff 1 2h Oh Mon 6/1/98 Mon 6/1/98
9 Task B2- Develop guiding principles 1 2h Oh Mon 6/1/98 Mon 6/1/98
10 Task B3-Create templates 1 2h Oh Mon 6/1/98 Mon 6/1/98
11 Task B4 - Develop alternative concepts 1 2h Oh Mon 6/1/98 Mon 6/1/98
12 Task 85-Create a series of guidelines 1 20h Oh Tue 6/2/98 Thu 6/4/98
13 Task B6 - Worksession with Town Staff 1 4h Oh Thu 6/4/98 Thu 6/4/98
14 Task 87-Community Open House 1 2h Oh Fri 6/5/98 Fri 6/5/98
15 Task B8-Debreifing 1 8h Oh Fri 6/5/98 Mon 6/8/98
17 Task Cl - Policies analysis 0.08 5.12h Oh Mon 6/8/98 Thu 6/18/98
19 Task C3 - Identify and establish criteria 0.1 8h Oh Fri 6/19/98 Fri 7/3/98
20 Task C4-Identify amendments to codes and Ordinances 0.1 4h Oh Fri 7/3/98 Fri 7/10/98
22 Task C6-Recommended code/ordinance standards amendments 0.05 1.2h Oh Mon 7/13/98 Thu 7/16/98
23 Task C7-Develop text and graphics for guidelines 0.08 5.12h Oh Thu 7/16/98 Tue 7/28/98
31 Task D4 - Prepare presentation materials 0.1 8h Oh Thu 7/30/98 Thu 8/13/98
32 Task D5-Conduct public meeting 0.25 8h Oh Thu 8/13/98 Wed 8/19/98
34 Task El - Draft summary Report 0.1 18h Oh Mon 9/14/98 Wed 10/14/98
36 Task F1 - Prepare presentation materials 0.1 4h Oh Wed 10/14/98 Wed 10/21/98
37 Task F2- Presentation 1 8h Oh Tue 11/3/98 Tue 11/3/98
38 Task G-Revise Draft Guidelines per Planning Commission Meeting 0.08 9.6h Oh Wed 11/4/98 Tue 11/24/98
40 Task H1 - Prepare presentation materials 0.08 3.2h Oh Wed 11/25/98 Tue 12/1/98
41 Task H2 -Presentation 1 8h Oh Wed 12/2/98 Wed 12/2/98
42 Task I-Prepare Final Design Guidelines 0.08 5.13h Oh Thu 12/3/98 Tue 12/15/98
3 Eric Nasland 142.13h
ID Task Name Units Work Delay Start Finish
8 Task 81 -Start up meeting with Town staff 1 2h Oh Mon 6/1/98 Mon 6/1/98
9 Task B2-Develop guiding principles 1 2h Oh Mon 6/1/98 Mon 6/1/98
10 Task B3- Create templates 1 2h Oh Mon 6/1/98 Mon 6/1/98
1 1 Task B4 - Develop alternative concepts 1 2h Oh Mon 6/1/98 Mon 6/1/98
12 Task B5-Create a series of guidelines 1 20h Oh Tue 6/2/98 Thu 6/4/98
13 Task B6- Worksession with Town Staff 1 4h Oh Thu 6/4/98 Thu 6/4/98
14 Task B7-Community Open House 1 2h Oh Fri 6/5/98 Fri 6/5/98
15 Task B8-Debreifing 1 8h Oh Fri 6/5/98 Mon 6/8/98
17 Task Cl - Policies analysis 0.15 9.6h Oh Mon 6/8/98 Thu 6/18/98
19 Task C3 - identify and establish criteria 0.15 12h Oh Fri 6/19/98 Fri 7/3/98
20 Task C4 -Identify amendments to codes and Ordinances 0.1 4h Oh Fri 7/3/98 Fri 7/10/98
22 Task C6-Recommended code/ordinance standards amendments 0.1 2.4h Oh Mon 7/13/98 Thu 7/16/98
23 Task C7- Develop text and graphics for guidelines 0.15 9.6h Oh Thu 7/16/98 Tue 7/28/98
31 Task D4 - Prepare presentation materials 0.15 12h Oh Thu 7/30/98 Thu 8/13/98
34 Task El - Draft summary Report 0.15 27h Oh Mon 9/14/98 Wed 10/14/98
36 Task Fl - Prepare presentation materials 0.08 3.2h Oh Wed 10/14/98 Wed 10/21/98
38 Task G -Revise Draft Guidelines per Planning Commission Meeting 0.1 12h Oh Wed 11/4/98 Tue 11/24/98
40 Task H1 - Prepare presentation materials 0.08 3.2h Oh Wed 11/25/98 Tue 12/1/98
42 Task I-Prepare Final Design Guidelines 0.08 5.13h Oh Thu 12/3/98 Tue 12/15/98
Page 1
Who Does What as of Fri 4/10/98
Oro Valley Design Guidelines
ID Resource Name Work
4 Rich Burns 173.22h
ID Task Name Units Work Delay Start Finish
8 Task B1 - Start up meeting with Town staff 1 2h Oh Mon 6/1/98 Mon 6/1/98
9 Task B2- Develop guiding principles 1 2h Oh Mon 6/1/98 Mon 6/1/98
10 Task B3- Create templates 1 2h Oh Mon 6/1/98 Mon 6/1/98
11 Task B4 - Develop alternative concepts 1 2h Oh Mon 6/1/98 Mon 6/1/98
12 Task B5-Create a series of guidelines 1 20h Oh Tue 6/2/98 Thu 6/4/98
13 Task B6 - Worksession with Town Staff 1 4h Oh Thu 6/4/98 Thu 6/4/98
14 Task B7-Community Open House 1 2h Oh Fri 6/5/98 Fri 6/5/98
15 Task B8- Debreifing 1 8h Oh Fri 6/5/98 Mon 6/8/98
17 Task Cl - Policies analysis 0.15 9.6h Oh Mon 6/8/98 Thu 6/18/98
19 Task C3 - Identify and establish criteria 0.15 12h Oh Fri 6/19/98 Fri 7/3/98
20 Task C4-Identify amendments to codes and Ordinances 0.1 4h Oh Fri 7/3/98 Fri 7/10/98
22 Task C6-Recommended code/Ordinance standards amendments 0.1 2.4h Oh Mon 7/13/98 Thu 7/16/98
23 Task C7- Develop text and graphics for guidelines 1 64h Oh Thu 7/16/98 Tue 7/28/98
31 Task D4 - Prepare presentation materials 0.08 6.4h Oh Thu 7/30/98 Thu 8/13/98
34 Task El - Draft summary Report 0.1 18h Oh Mon 9/14/98 Wed 10/14/98
38 Task G-Revise Draft Guidelines per Planning Commission Meeting 0.08 9.6h Oh Wed 11/4/98 Tue 11/24/98
4 0 Task H1 - Prepare presentation materials 0.05 2h Oh Wed 11/25/98 Tue 12/1/98
42 Task I-Prepare Final Design Guidelines 0.05 3.22h Oh Thu 12/3/98 Tue 12/15/98
5 Town Staff 43.37h
ID Task NameUnits Work Delay Start Finish
13 Task B6 - Worksession with Town Staff 1 4h Oh Thu 6/4/98 Thu 6/4/98
17 Task Cl - Policies analysis ,-7-----
0.02 1.12h Oh Mon 6/8/98 Wed 6/17/98
18 Task C2-Meet with Town Dept.Heads 0.5 4h Oh Thu 6/18/98 Fri 6/19/98
19 Task C3 - Identify and establish criteria 0.08 6.4h Oh Fri 6/19/98 Fri 7/3/98
29 Task D2-Media announcement 0.2 1.6h Oh Tue 7/28/98 Wed 7/29/98
30 Task D3 - Prenoticing meeting 0.1 0.8h Oh Wed 7/29/98 Thu 7/30/98
32 Task D5-Conduct public meeting 0.2 6.4h Oh Thu 8/13/98 Wed 8/19/98
34 Task El - Draft summary Report 0.08 14.4h Oh Mon 9/14/98 Wed 10/14/98
38 Task G-Revise Draft Guidelines per Planning Commission Meeting 0.02 2.4h Oh Wed 11/4/98 Tue 11/24/98
40 Task H1 - Prepare presentation materials 0.02 0.8h Oh Wed 11/25/98 Tue 12/1/98
41 Task H2 - Presentation 0.02 0.17h Oh Wed 12/2/98 Thu 12/3/98
42 Task I-Prepare Final Design Guidelines 0.02 1.28h Oh Thu 12/3/98 Tue 12/15/98
6 Oh
Page 2
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THE PUEBLO AT SUMMERLIN DESIGN CRITERIA -- EXHIBITS
I hi _
1. INTRODUCTION
Exhibit 1. Village Design Concept Plan 3
2. SITE DESIGN CRITERIA
Exhibit 2. Scholar Lane 22
Exhibit 3. Pueblo Vista Drive North of Parcel N 22,
Exhibit 4. Pueblo Vista Drive South of Parcel N 23
Exhibit 5. Cielo Vista Avenue West of Pueblo Vista Drive 23
Exhibit 6. Cielo Vista Avenue East of Pueblo Vista Drive 24
Exhibit 7. Residential Street Front to Front Yard Condition 25
Exhibit 8. Residential Street Front to Side Yard Condition 25
Exhibit 9. Residential Street Side to Side Yard Condition 26
Exhibit 10. Village Wall 27
Exhibit 11. Full Village View Wall 28
Exhibit 12. Partial Village View Wall 29
Exhibit 13. Partial Village View Wall at Open Space 30
Exhibit 14. Wall Grade Change 31
Exhibit 15. Parking Screens 32
Exhibit 16. Exterior Lighting 33
Exhibit 17. Level Two Village Entry Feature 34
Exhibit 18. Level Two Village Entry Feature Sketch 35
Exhibit 19. Temporary Residential Signage 36
Exhibit 20. Primary Parcel Entry (View Wall Option) 37
Exhibit 21. Primary Parcel Entry Sketch (View Wall Option) 38
Exhibit 22. Primary Parcel Entry (Solid Wall Option) 39
Exhibit 23. Primary Parcel Entry Sketch (Solid Wall Option) 40
Exhibit 24. Model Home Complex Plan 41
Exhibit 25. Model Home Complex Sketch 42
Exhibit 26. Model Home Complex Sketch at Open Space 43
Exhibit 27. Architectural Theme
Exhibit 28. Architectural Theme 45
Exhibit 29. Architectural Theme 46
Exhibit 30. Parcel Drainage into Pueblo Park 47
3. ARCHITECTURE & LANDSCAPE OVERVIEW
Exhibit 31. Pueblo Architectural Style 59
Exhibit 32. Spanish Colonial Architectural Style 60
Exhibit 33. Mission Architectural Style 61
Exhibit 34. Spanish Eclectic Architectural Style 62
Exhibit 35. Residential Chimneys 63
Exhibit 36. Entry/Door 64
Exhibit 37. Patios and Courtyards 65
Exhibit 38. Parking Lot and Landscape Buffer Planting 66
Exhibit 39. Spray Irrigation Requirements 67
Exhibit 40. Color Chart 68
4. SINGLE FAMILY RESIDENTIAL
Exhibit 41. Amenity Oriented Residential 74
Exhibit 42. Amenity Oriented Residential Sketch 75
Exhibit 43. View Cul-de-Sac Sketch 76
Exhibit 44. Special Street Requirements 77
5. MULTI-FAMILY RESIDENTIAL
Exhibit 45. Garden Apartment Sketch 83
Exhibit 46. Garden Apartment Amenity Sketch 84
Exhibit 47. Townhouse Sketch 85
Exhibit 48. Single Family Attached Cluster Sketch 86
RESIDENTIAL STREET
FRONT TO FRONT YARD CONDITION
THE PUEBLO AT SUMMERLIN
EXRIIBIT 7
cs
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ra ..,t.�a��4 ...nn_ i_ u_ ti/ ;�II
,„,im.......4 -
18 42' 4' 18'
FRONT YARD R.O.W. WALK FRONT YARD
CLEARANCE CLEARANCE
Landscape plans for residential streets to
be designed by builders.
It is recommended that a portion of the
front yard landscape be designed with
random street tree planting to create a
desert character.
RESIDENTIAL STREET
FRONT TO SIDE YARD CONDITION
THE PUEBLO AT SUMMERLIN
EXHIBIT 8
L,
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t ics-„fly/1a._
I 6'
' 0-
15' 42' 4' 18'
SIDE YARD R.O.W. WALK FRONT YARD
CLEARANCE CLEARANCE
Landscape plans for residential streets to
be designed by builders.
J
It is recommended that a portion of the
front yard landscape be designed with
random street tree planting to create a
desert character.
SITE DESIGN CRITERIA S U M M E R L ( N
PAGE 25 t�
PARTIAL VILLAGE
VIEW WALL AT OPEN SPACE
THE PUEBLO AT SUMMERLIN
EXHIBIT 13
JOG WALL WHERE POSSIBLE TO AVOID
CONTINUOUS LINE
PROVIDE FULL WALL ONLY WHEN NEEDED
FOR PRIVACY
PROVIDE VIEW WALLS WHERE POSSIBLE
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8-
I ,==,=.==.-\\-+----
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CMU LOW WALL
PICKETS
PARTIAL VILLAGE VIEW WALL PLAN PILASTER
CMU WALL
NOTE:
MINIMIJM 5'-0"HIGH VIEW WALL IS REQUIRED AROUND
POOLS;USE FULL VIEW WALL DETAIL.
•
J.
•
SITE DESIGN CRITERIA S U M M E R L I N
PAGE 30
ARCHITECTURAL THEME
THE PUEBLO AT SUMMERLIN
EXHIBIT 27
ARCHED COLONADE
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SITE DESIGN CRITERIA S U I ,� NA E R fL I
I\�
PAGE 44 .� Av i
PUEBLO ARCHITECTURAL STYLE
THE PUEBLO AT SUMMERLIN
EXHIBIT 31
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STUCCO FINISHED COURTYARD EDGES
NOTES:
ILLUSTRATION DOES NOT SHOW
DESIRED"BULLNOSING"OF CORNERS
AND EDGES.
ARCHITECTURE S U M M E R L I N
AND LANDSCAPE OVERVIEW
SPANISH COLONIAL ARCHITECTURAL STYLE
THE PUEBLO AT SUMMERLIN
EXHIBIT 32
TILE ROOF P
011/4 it?
• ...R!Pi
DOORWAYS FLANKED
BY PILASTERS
4 4,
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ARCHIlECTURE
SUMMEREIN
AND LANDSCAPE OVERVIEW
SPANISH ECLECTIC ARCHITECTURAL STYLE
THE PUEBLO AT SUMMERLIN
EXHIBIT 34
TILE ROOF
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ARC!I`-LECTURE SUMMERLIN
AND LANDSCAPE OVERVIEW
PARKING LOT AND
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THE PUEBLO AT SUMMERLIN
EXHIBIT 38
1 TREE PER 6 6'MIN.FENCE OR WALL
SPACES EVENLY (MEASURED FROM PARKING
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' er• f ���A RESIDENCE /40/A$ �=� /11w. . /• /,/ I / /,.
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APPLY TO NEIGHBORHOOD
COMMERCIAL,MULTI-FAMILY
RESIDENTIAL AND COMMUNITY
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.,
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ARCHITECTURE41k..-_ S U M M E R L I N
AND LANDSCAPE OVERVIEW
GARDEN APARTMENT SKETCH
THE PUEBLO AT SUMMERLIN
O EXHD3IT 45
S .
i
i
•
0
ENLARGE INTERIOR
11110
BUILDINGS TO ACHIEVE
DENSITY AND INCREASE STEP BUILDING MASS
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MULTI-FAMILY RESIDENTIAL_
PAGE 83 i44 S U M M E R L N
TOWNHOUSE SKETCH
THE PUEBLO AT SUMMERLIN
EXHIBIT 47
FOCUS VIEWS FROM PARKING COURT STEP BUILDING MASS
BUILDINGS TOWARDS ADJACENT TO PRIMARY ROADS
OPEN SPACE AND PARCEL
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MULTI_FAMILY RasIDErrrtAt, SUMMERLIN
I PAGE 85
SINGLE FAMILY
ATTACHED CLUSTER SKETCH
THE PUEBLO AT SUMMERLIN
EXHIBIT 48
CENTRAL AMENITTY/
PUEBLO PARK ACCESS
STEP BUlLD[NG MASS
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MULTI-FAMILY RES mENTTAL
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City of Monterey Park
Commercial Rehabilitation Program
DESIGN GUIDELINES
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Why do we need Commercial Rehabilitation Guidelines?
While Monterey Park's business districts are generally healthy, the building themselves are aging. Most
commercial areas in the City were originally built thirty to forty years ago and many of these structures are now in
need of updating and enhancement. Beyond extending a building's useful life, rehabilitation creates an opportunity
to provide a positive image to attract and retain business activity. The opportunity available to Monterey Park is
the ability to coordinate this rehabilitation effort into an overall effort which will benefit the entire business
community. This is where the guidelines are helpful. The guidelines establish a cohesive theme to ensure overall
quality and contribution to the community. They seek to create a special place that is desirable, memorable and
will draw customers, thereby encouraging expanded business activity.
These guidelines also seek to further define and reinforce the goals set forth in previously completed City plans and
documents. In particular, these include Specific Plans for certain business districts, the Monterey Park Design
Guidelines and the Economic Development Strategy Plan.
What is the 'design philosophy'of the guidelines?
The guidelines are written as a user-friendly 'kit-of-parts' i i user-friendly
intended to reinforce the specific design theme of a
particular business district. These 'kit-of-parts'elements ,. I I
are specific and easy to follow, yet encourage creative kit
. .
interpretations within a given set of boundaries. The
guidelines achieve this by focusing on specific design
elements while giving the applicant and City Staff the
chance to work through the most appropriate solution for each property. Overall, the guidelines hope to promote
a cohesive sense of community while allowing for and encouraging individual expression and identity.
How do the guidelines work?
in considering the funding and construction parameters associated with commercial rehabilitation, it quickly
becomes evident that any design guideline must address the need to achieve the greatest impact at a minimum
of expense. By focusing the construction funds on specific design elements common to commercial/retail design
and therein providing a certain consistency, the development of a particular'theme'or character is achievable.
These guidelines identify those common design elements which most dramatically and cost-effectively create the
character of both the individual facade and the entire community. Ten such elements are addressed within the
overall rehabilitation program. Those elements which are applicable to each of the individual areas vary. Therefore
all ten may not be included within each district.
The applicant and his or her architect are asked to review all text and illustrations in order to become familiar with
the intended theme and character. Based on the applicant's construction budget, a preliminary decision needs to
be made regarding how many of the design elements will be addressed. In order to achieve a significant impact
with the available City funds, a minimum of three elements as shown herein must be utilized by the applicant. The
design of any of these elements can be taken directly from the guideline illustrations or'interpreted'by the applicant/
architect.
We look forward to your participation in the Commercial Rehabilitation Program. Together we hope to bring a further
vitality both economically and architecturally to our community.
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The historic Cascades
La Sevilla sc �.�
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El Repetto Dr
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■ 11
Mid-Atlantic displays many of the common
attributes of the ubiquitous, Southern . . . an architectural character
California, auto oriented commercial strip.
It has a myriad of building types, from one which grows out of the simple forms,
and three stories, forming a lively but .
discontinuous street wall alongthis north/ materials and landscape .
south thoroughfare. Free-standing
buildings and small strip centers
accommodate parking, modest landscape
The Cascades and El Encanto, along with the open
and a variety of signage.
space axis between them, act as the centerpiece in
strep ths: creating a distinctive theme for this portion of Atlantic
g Blvd. The envisioned ned theme attempts to build uponThe area has many successful businesses
certain both
due to its convenience to freeways and t architectural elements of the landmark
y structures
adjacent attractive nei hborhoods. toes and the unexpected,generous open space
g
Shopping malls anchor the street at its which serves to link them together.
north and south ends. The historic
Cascades and El Encanto are at the center The greatest impact in creating a theme would fall
of this area. Mature Ficus trees within the into the category of public improvements. An
district and deep landscaped setbacks architectural and landscape 'celebration' is
along the north and south approaches form envisioned at the intersection of The Cascades/EI
a parkway character. Encanto axis and Atlantic Blvd. To solidify this
theme a landscaped parkway would continue down
Weaknesses: the public right-of-way.of Atlantic Blvd.
Although The Cascades and El Encanto
are significant cultural resources, their As to rehabilitation construction, these guidelines
presence is virtually invisible from Atlantic attempt to create a theme which grows out of the
Boulevard. Shallow lot configurations limit simple form, detail, materials and 'object'"ect' q y ualit of
the usability of individual parcels. The Cascades and El Encanto structures. This
theme also borrows from the way in which color is
Rehabilitation Strategy: used on these landmarks. That is, basicoff-white
o f white
The guidelines attempt to capitalize on the tones on the body of the buildings with a vitality
ty
location of The Cascades and El Encanto expressed in the rich p c Mediterranean accent colors
within this district by encouraging a limited either through paint, awnings or ti
le.
color palette, refined signage and an
attention to the three-dimensional quality
The use of the design elements at work in The
of buildings in the landscape. On-site Cascades and El Encanto are utilized in a manner
landscaping and screening of parking is .
that relates to the speed of automobile traffic on
encouraged to reinforce the intended
character. The strategyAtlantic Blvd. As the visual experience of this district
builds upon the ,
design concepts as outlined in Mid-
buildings
be perceived primarily from a moving vehicle,
9 p the Mid ,
Attantic Specific Plan (1987). buildings need to be treated asthree-dimensionalP
objects in order to be fully appreciated (as opposed
Public Improvements: to a 'two-dimensional' storefront facades). This
Provide more trees within the median and strategy is akin to El Encanto which sits as an 'object'
right-of-way. Improve the presence of The in the landscape. This approach allows the applicant
Cascades and El Encanto by building a to enhance their property in a manner which will
'gateway', more attractive lighting, signage create a consistent community theme while also
and landscaping at the Atlantic intersection providing a unique blend of building forms, colors
of their cross-axis. and signage.
Color onara et
• The Mid-Atlantic corridor is characterized p p
primarily by white or off-white structures which b,
.4r
a bright background for the parkway ‹., ft. on pylon
nature of the boulevard. To create a �
cohesive � ‘4o theme despite the varietyof building types and M�, ��
f
��.. _ .
monument signspatial qualities of the street, a consistent body - -IP �
of color for buildings shall be white (Dunn
P
Edwards "Bone White" 427). A�js
• Variations from the white theme ma onl be it.
Y Y 1 ti
achieved with the colorings of natural materials.
•
Stone, brick or the like are acceptable alternates - , Signage Types
if used in lieu of a stucco finish. (Fig. 4)
• Building to building variety shall be achieved
with a rich palette of trim colors. The following
colors may be used: (Color designations are by
Dunn Edwards.)
a. Black • - ..,„0,9--
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decorative
b. Bittersweet Morn DE 979 U1 :jf
c. UnbrielDECO3U1 stepped
, ; ice
•
d. Phantom Night DE 529 U1 • • . "4
e. PC 2610 �. . •.: .;:��� avoid flimsy
•:s =e*- appearance
f. PC 2170 •� ==:t ii:.'..
•
Signage (Note: refer to existing sign `� cla tile coin
Y clapin
regulations for specific restrictions.)
• Signage should operate on two levels, one for
the car and the other for the pedestrian.
Automobile oriented signs shall be located on Parapet
the parapet or upper portions of the building. (Fig. 5)
Pedestrian oriented signage shall be located on
the storefront. Allowable automobile oriented
signage shall be as follows: (Fig. 4)
a. Monument signs at the street
,r
b. Signage mounted on the parapet, high .=. fi`'•' 4'min.
portion of the building or building pylon of ::=1u 1= LJ .
individual characters or letters. 4. f� -
C. Neon. , ' 4g
749/d- dedlifig/0
.i==�f71VA ;:f,'..1/.fr.
Roofs/Parapets
• Roofs or parapets shall always suggest a three
dimensional character to the building. No false A ,A
front parapets are permitted. Parapets that step
or could
possibly reveal their thin edge must
return to suggest three dimensional form.
Parapet Returns
Returns must be four feet minimum. (Figs. 5, 6) (Fig. 6)
■ ■ ® ■ ■ s ® s ® ® ■ ® ■ ® ■ ® ■ ® s ® ■ ® ® ■ ■ ■ ■ ■ ■ ■ ■ e ■ ■ ■■111■■® ■ ■■®■®■ ■ ■ ■ ■ ■®®■ ■■■ ■■■s111 ■ ■ ■ ■
Parapet: A low,solid,protective wall or railing along the
edge of a roof or balcony, often used to obscure a low- Wainscot: the lower part of the walls when having a finish
pitched roof. different from the upper;any applied finish on the wall.
.'th — L4. =u A L:.
Building Shape/Form
• Because buildings in this district tend to "read"
!>
as objects,. often in a stand-alone fashion, a
three dimensional character is desired. Visible �>
000,
sides of buildings are required to have the same
level of detail, finish and design quality as the -; .. _ I,� t:�
front facade. �14�:��itt. ,.
7
Tile
• The use of ceramic tile is encouraged throughout 'N 40101P/
Y0.,
1
Awning\� Types
the Mid-Atlantic corridor as a means of tieing into g �p
the historic Cascades. Tile may used as a be (Fig. 1)
wainscot, in decorative medallions or as a building
panel, for example. Each applicant can work
closely with City Staff to determine appropriate
applications for their project. 1
3
I
Awnings/Eyebrows / - ;;
/• Awnings or other projections from the building
1� ' f� ; ',, %--•
9 g �
should acknowledge the important orientation up \II z: �';'
and down the street. The emphasis shall be ' '
placed on three dimensional form. The sides of 1t ,
projections are as important as the front. (Fig. 1) l;
ro
• Awnings shall be of the following colors: (Note
36"-48" 30" min.
that all colors are by "Sunbrella". Other
manufacturers with the similar colors are Screen Walaledge
acceptable.) (Fig.2)
a. Terra Cotta (4622)
b. Forest Green (4637)
c. Burgundy (4631)
d. Natural (4604)
e. Navy (4626) AV
{ 1;6,: /4*/
Screening/Landscaping i +.:,� new tree
• Buildings which are setback from the street edge '‘'i OaO''- 1-41 j,
or have parking areas between buildings shall ' ..4,1r *,
create a 36" high landscape screen at the right of �.� '�4410.
` _
way -;
edge to shield parkingand continue theN �'�-'�.�, -'�
g low landscape screen
sidewalk experience for pedestrians. Low walls . '=�' I
(36" high) may be used in place of landscape •.`' :.... ,P
‘ '' ' ,../
screen if vine is used to cover the wall. (Figs. 2,
-i+ S Screening/Landscaping
3)
(Fig. 3)
■■ ■ ■ ■ ■ • • • • • • • • • •• • ■ • • •• •• ■ ■ ■ ■ ■ ■ ■ ••••• •• • • • ••■■■■ ■ ■ ■■ ■■ ■■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■■ ■
Glossary
False Front: A facade that extends well above the rest of
Facade: The front,or principal,exterior face of a building; the building, generally to conceal a gabled roof and give
may refer to other prominent exterior faces as well. the impression that a building is larger than its actual size.
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION MEETING DATE: May 20,, 1998
TO: HONORABLE MAYOR & COUNCIL
FROM: Shirley Gay, Assurance Clerk
SUBJECT: Request for Canada Hills Estates, Phase II (OV12-93-4) to post a bond in lieu of a
third-party trust.
SUMMARY:
Paul Bowen, Canada Hills Development Company, requests approval to post a bond in the amount of
$256,986.54 in lieu of a third party trust for lots 48-54 and 79-89.
RECOMMENDATIONS:
Planning Staff has no objections to this request, and the Department of Public Works has no objections
to a bond in this amount..
SUGGESTED MOTION:
The Town Council may wish to consider one of the following motions:
I move to approve OV12-93-4 Canada Hills Estates lots 48-54 and 79-89 a bond in the amount of
$256,986.54 in lieu of a third party trust agreement.
Or
I move to deny OV 13-93-4 Canada Hills Estates lots 48-54 and 79-89 a bond in the amount of
$256,986.54 in lieu of a third part trust agreement.
ATTACHMENTS:
Contract of Canada Hills Estates Lots 48-54 and 79-89 and Borderland Construction Company Bond to
be presented before Town Council Meeting.
-7, ...I tiL
a g
nin4and Zoni - s ministrator
IL I J , .. s el.,/ ,0.r
Co I nity De , ent 1 irectol'
r"
,LAKI,,,,,....... f,411101r.,A , ei
Town Man. .e
MEMORANDUM
TO: Shirley Gay
DATE: Monday, April 27, 1998
FROM: Steven Faaborg, Civil Engineering Technician
CC: Jim Hossley, T.O.V. Department of Public Works
SUBJ: Bond for assurance release, Canada Hills Estates,
lots 48-54 & 79-89
ov12-9em- - �!
Paul Bowen of Canada Hills Development has requested that he post a
bond in lieu of a third-party trust for these 18 lots. The Department of
Public Works staff has reviewed the proposal and determined that a bond
in the amount of $256,986.54 would be appropriate as a substitute for
encumbrances against the lots. The Department of Public Works has no
objection to a bond in this amount.
FPOM : 0.V.P.Li. D. PHONE NO. : 797 2202 Apr. 16 1998 09:55AM P3
_
aOfliDr P1 AND CONSIRciCTION COMPANY. INC. • POST OFFICE BOX T7 406 • 1 tJcSON.ARIZONA 05726./406
400 EAST 36TH STREET • rt1CSON.APJ1 CN, 23713 • (320) 623•^A00 • FAX (527) 623.0232
AZ Co:tl•nctors Licemc Nos. 07C868-002A • 0410W,,7-0073 0.1
FROM : 0.V.P.G).D. PHONE HO. : 797 2202 Apr. 16 1998 09:54AM P2
p1 .LV JV VW vim. t
adanie
di;
to nd Develvprnen t
IAC S IM ISE TRAV$MIS SZQN
DATE : `tai - 9 'S -
TO: v e a • FROM: C'
FAX :
INCLUDING THIS COVER SHEET, THERE
ARE PAGES.
COMMENTS: Ca COO d q /4;J/S S •C Zo-Fs & S� A 1 j-64 c
•
_ . . � :. . e d C 0,7 -11-t 71 /1 CC Con c
p 0 Z-4- C1o,.LVel 4
has--€
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Q.5 .s-o vii s n
p) ce
&A • , 1ft
L,2 do ,
IF YOU DO NOT RECEIVE ANY OF THESE PAGES, PLEASE CALL 520-742-1171
AS SOON AS FOSSIBLE.
THANK YOU,
FROM 0.���.P.G�. D. PHONE NO. : 797 2202 Apr. 16 1998 09:55AM P3
3orielerbuzict
BORDFfit_AND CONSTRUCTION COMPANY. INC. • POST OFFICE BOX 27406 • 1(ICSON. ARIZONA 85726-/400
400 EAST 35TH 5-MEET • RICSON.AP.JLONA 55713 • (520) 623.0500 • FAX (320) 623.0232
:AZ Co:\t!nctors License Nos. 07C868-002A • 0450V-0073•0.1
February 5, 1998 EXHIBIT"A"
Canada Hilis Development
960 W. Soft Wind Place
Oro Malley, Arizona 85737
Attention: Mr. Paul Bowen
Reference: CANADA HILLS ESTATES -Revised 2/5198
,Cols 48-54 nmd
We have completed our review of tha pians for the above referenced project and have prepared
the following estimate. Our scope of work and bid estimate are as follows:
L_EA IB III
1. Removals I LS © $ 492.00 = 5 492.00
2. Clear& Grubb
6 AC @ 2,218.00 = 13.308.00
3. Excavation •
8302 CY 2.20 =
4. Import Fill (From phase IV) �7 10,264.40
0 CY © 2.20 $ 2,134.00
Subtotal $ 34,198.40
ILSANITARY ER
1. 8"SDR-35 Maim 1455 LF @ $ 14.50 =
2. 8"CL-SO DIP $ 21,097.50
20 LF @ 50.00 1,000.00
3. 4" H.C.S. 18 ISA @ 370.00
8,680.00
4. 4' Diameter Manhole 8 EA © 1.575.00 =
5. Tie To Existing 1 � 1 z�600•8Q
© 500.00 � 500.00
Subtotal $ 41,857.50
8, 2.5% Inspection Fee
1,046,44
6,44
Subtotal $ 42,903,94
... _ :ru�. - - - - --- - - -- ------
. FROM•1 0.V.P.4.1.D. PHONE HO. : 797 2202 Apr. 16 1998 09:55AM P4
Canada Nits Develcprien;
Canada Hilts Estates
February 5, 1998
Page 2
III, PUBLIC BATER
1. 8"C-900 Main 950 LE © $ 13.50 = $ 12,825.00
Z. 4" C-900 Main 450 LF @ 9.00 = 4,050.00
3. 8"Valve, B &C 1 EA © 510.00 = 510.00
4. 6"Valve, B & C 3 EA @ 4 C0.00 11 1,200.00
5. 2" Drain Valve Assembly 2 EA @ 475.00 = 950.00
6. Fire Hydrant 2 EA @ 1,500.0 = 3,000.00
7. 314"Air Release Valve 2 EA c•' 500.00 = 1,000.00
8. 3/4" Irrigation Service, No Meter 1 EA C 390.00 = 390.00
9. 1" Single Service 17 EA @ 375.00 6,375.00
10. Connect to Existing 1 EA @ 525.00 = 525.00
.
Subtotal $ 30,825.00
it U]ILIT1ES
1. Utility Trench Excavation 1840 LF @ S 1.60 = $ 2,944.00
2. Utility Trench Backfill 1840 LF © 1.75 = 3,220.00
3. Dirt Transformer Pads 7
@ 50.00 = 350.00
4. 4"Sleeving 400 LF a@ 3.50 = 1,400.00
5. 5"Steel Riser I EA @ 1,150.00 = 1 .
6. 5"OB- '120 Duct Run 1200 LF @ 3.65= = 4�i 50.04
7. Subsurface Pedestals 2 EA ® 240.00. = 480.00.384.OQ e
8. SR-22 Pulibox-Type A 1 EA @ 3,750.00
3,150.00
Subtotal $ 17,674.00
Y,_ORAINAGE
1. 18" R.C.P. CL-111 110 LF © $ 36.00 =
2. AC Drainage Apron 1 LS $ 3.960.00
© 1.600.00 � 1,000.00
3. 6"X 12"Concrete Header, Tinted 54 LF @ 11.00
4. Grouted Rip Rap 2812 SF594.00
5. Grade for Bank Protection © 2.55 7.170.80
2812 SF @ 1.00 = 2,812.00
•
Subtotal $ 16,136.60
Ml. PAVI. Q
.
1. Subgrade Preparation 5225 SY Z $ 1.00 • S. 5,225.00
2. 2"AC/4"ABC 5225 SY - '
14" � 5.90 = 3 0,$27.50
3. Vertical Curb, Tinted 3190 LF @ 5.90 z 18.821.00
4. Cut& Sackfill Curb 3190 is @ 1.60 = 5,104.00
5. Street signs 3 EA ( 165.00 = 455.00
6. Adjust Manhole R & C 8 EA ag 200.00 I' 1,600.00
7. Adjust Water Valve, 8 & C 5 EA @ 700.00 = 500.00
8. Survey Monument 7 EA @ 75.00 - 525.00
Subtotal
S 63,097.50
a
FROM0. �.P.l�J. D. PHONE HO. : 797 2202 Apr. 16 1998 09:57Ar� P7
FROM0.�:�.P.(Al. D. PHONE NO. : 797 2202 Apr. 16 1998 09:56Ar1 P5
• _
Canada Hills Development
Canada Hills Estates
February 5, 1998
Page 3
UNWARY
I. Earthwork
it Sanitary Sewer $ 34,198.40
ill. Public Water 42.503.94
IV. Utilities 30,825.00
V. Drainage 17,674.00
Vi. Paving 18.138.80
63,097.50
Subtotal
Town of Oro Valley Sales Tax $ 204,836.44
9,320.01
Total
S 294,155.45
We exclude all engineering, testing, staking,
specifically listed 9 surveying, landscaping, all special dirt work, and
any item not s
p y sted above.
Please consider this bid to be inclusive of allP arts.
Bordesiand Construction thanks you for the opportunity PP arty to bid this job.
Sincerely.
I\
Randolph J. Davis
Sr. Vice President
RJD:lam
FROM PHONE NO. : 797 2202 Apr. 16 1999 09:56AM P6
a. SQe Attached Ex '
1tA'-Bid Leta —
b. .Attachad Exhlbtt"B" Draw ng
c.
13. Any other cost incurred by the Contra .or as a direct result of the executing the Order,
subject to approval by the Engineer.
14. Credit to the Owner for the following items:
a. Such discounts on the invoices as may be obtainable provided that the Owner
advances sufficient funds to pay the invoices within the discount period.
b. The mutually agreed salvage value of materials, tools or equipment charged to the
Owner and taken ever by the Contractor for his use or sale at the completion of the
work.
o. Any rebates, refunds, returned deposits or other allowances properly credited to the
Cost of the Work.
(c) The cost of the work done each day shall be submitted to the Engineer in a satisfactory form on
the succeeding day, and shall be approved by him or adjusted at once.
(d) Monthly payments of all charges for Extra Work in any month shall be made in full an or before
the 15th day of the succeeding month. Those payments shall include the full amount of the fee
earned on the cost of the work done.
CANADA HILLS DEVELOPMENT, LLC
4/ di
CRA • . KRUMWIEDEJ PRESIDENT OF
Date 2125/98
HAR X41 INVESTMENTS, INC. MANAGER
Signature and Title
BORDERLAND CONSTRUCTION Co_, INC.
OZ /A
Date: 1) �--.�-
Rand ph J. Dap-, Sr. -ice 'resident
, FROM 0.V.P.Li.D. PHONE N0. 797 2202 Apr. 16 1998 09:57AP1 P7
COPPER CREEK EIK.4t;Wi;.aGa ‘. N ,/4 CORNER
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TOWN OF ORO VALLEY
COUNCIL COMMUNICATION MEETING DATE: May 20,, 1998
TO: HONORABLE MAYOR & COUNCIL
FROM: Shirley Gay, Assurance Clerk
SUBJECT: OV 12-94-31 Desert Vista Request for Substitute Assurance Agreement
SUMMARY:
Fidelity National Title Agency, Inc. has requested approval of a Substitute Assurance Agreement for
OV 12-94-31 Desert Vista Lots 1-205, Common Areas A-G
RECOMMENDATIONS: Staff has no objections to this request
SUGGESTED MOTION:
The Town Council may wish to consider one of the following motions:
I move to approve OV 12-94-31 Desert Vista Lots 1-201, Common Areas A-G Substitute Assurance
Agreement.
Or
I move to deny OV13-94-31 Desert Vista Lots 1-201, Common Areas A-G, Substitute Assurance
Agreement.
ATTACHMENTS:
Substitute Assurance Agreement for Completion of Subdivision ... .rovemen s, 4 al Description,
Trust Agreement and Exhibit A-C 0
i , ,
'1Iping a, ' Zoni F g is inistrator
1 0 cj A , '4.._,._,....
e/
Co ity De pr.ment 1 irect i r
i
Town Manager
F:\individ\sag\assur\tccrel
• �T .
WHEN RECORDED MAIL TO:
FIDELITY NATIONAL Tr ILE TRUST DEPT.
7750 E.Broadway, Suite B222
Tucson, Arizona 85710
TOWN OF ORO VALLEY
"Substitute"
ASSURANCE AGREEMENT
FOR
COMPLETION OF SUBDIVISION IMPROVEMENTS
BY THIS AGREEMENT made and entered into the day of , 1998,
between Naranja/La Canada, L.L.C., an Arizona Limited Liability Company, as Beneficiary under
Trust No. 10,625 (referred to in this Agreement as "Subdivider"); Fidelity National Title Agency,
Inc., an Arizona Corporation, as Trustee under Trust No. 10625 (referred to in this Agreement as
"Trustee"); and the TOWN OF ORO VALLEY, a municipal corporation, (referred to in this
Agreement as "Town"), hereby confirm and agree as follows:
1.01 Trustee, pursuant to the land trust agreement described in Exhibit "B" is the
owner of a certain parcel of land described in Exhibit"A", which is located in the Town of
Oro Valley, Pima County, Arizona.
1.02 The parties to this Agreement wish to establish specific terms, conditions and
guidelines for compliance with the provisions of ARS Section 9-463.01 (C)(8) and Chapter
4, Article 4-9 of the Oro Valley Zoning Code Revised.
II
AGREEMENT
1.03. In consideration of the Town approving a final plat for the property described in
Exhibit "A", commonly referred to as Subdivision Name Desert Vista, Lots 41-57, 63-88, 94-106,
125-155, 169, 172-205, and Common Areas A thru G, Oro Valley Case No. OV12-94-31, the
Trustee and Subdivider specifically agree to all those conditions and requirements set forth herein.
2.01 Property Description: The property which is the subject matter of the Agreement is
all that property described in Exhibit"A", which is annexed to and made a part of this Agreement.
2.02 Assurances. Pursuant to the requirements of ARS Section 9-463.01 (C)(8), this
Agreement is submitted as an assurance for the completion of subdivision improvements including
g
streets, sewer, water, telephone, gas and electric utilities, drainage and flood control improvements
and monuments and property corners as more fully described in Exhibit"C" attached hereto and as
required pursuant to applicable Federal, State, County and Town ordinances and regulations. These
subdivision improvements are required ion by the Town of Oro Valley, the improvements are required
bythe Town of Oro Valley, the improvement standards of the Director of Water, Pima County
y . . . •
Wastewater Management Department, the gas and electric utilities and State Statutes and regulations,
g p
which requirements are in effect of the date of execution of this Agreement.
2.03. Limitation on Transfer of Title. The Trustee shall not convey title to any of the
property described in Exhibit"A"without obtaining prior written approval from the Town in the form
of a Release of Assurance signed by the Town Engineer. The Trustee may act in full faith and
g
reliance upon the Release of Assurance. A Release of Assurance shall only be provided the Trustee
bythe Town upon satisfactorycompletion and formal acceptance by the Town of the required
p
improvements. The Trustee's only duty under this Agreements is not to convey without first
obtaining a Release of Assurances.
2.04 Contracts for Sale. The limitation on the conveyance of title contained in paragraph
2.03 notwithstanding, the Trustee may enter into contracts for sale of the property described in
Exhibit "A", provided such contracts clearly state that the conveyance of title to the property is
subject to the limitations contained in this Agreement. The Trustee shall, prior to entering into such
contracts for sale, provide the Town with a copy of the form of contract containing the disclosure of
limitation on the power to convey.
2.05 Bulk Sales. The limitation on the conveyance of title contained in paragraph 2.03
notwithstanding,the Trustee may sell and convey all of the property described in Exhibit"A" in one
transaction to a
single purchaser, provided that the purchaser shall, prior to conveyance, have
g
submitted to the Town satisfactory assurances for the completion of the required improvements.
2.06 Conveyance Out of Trust for the Purpose of Encumbrance. The limitation on the
conveyance of title contained in paragraph 2.03 notwithstanding, the Trustee may convey all or part
Y
ofproperty
thedescribed in Exhibit"A" to the subdivider or Beneficiary of the Trust solely for the
p � property u ose of encumbering theby the recording of mortgages or deeds of trust, provided the
property is thereafter immediately reconveyed into the Trust.
2.07 Completion of Improvements. The required improvements shall be completed within
one(1) of the date that the Town Council approved this document. This period for completion
of improvements maybe extended subject to Town Council approval and applicable Town ordinances
p
where Subdivider is prevented from completing the improvements by act of God, strike or similar
event or circumstances beyond its control or when such extension is determined to be reasonable and
prudent bythe Town Council. Any such extension granted shall not exceed one (1) year.
2.08 Substitution of Assurances. At any time during the period described above in
paragraph completion a h 2.07 for the of improvements (or, if such time for completion of the required
improvements has been extended by subsequent agreement of the parties, at any time on or before
such extended date for the completion of improvements). Subdivider or Trustee may offer substitute
assurances. Such assurances shall be in a form and amount acceptable to the Town and shall be
subject to review and approval by the Oro Valley Town Council.
2.09 Inspection and Acceptance of Improvements. The Town may provide for the
inspection of the required improvements to insure satisfactory completion. The Town will not accept
p
q improvements,dedicationof the required im rovements, nor release, in whole or in part, any property subject to the
Agreement until the improvements have been satisfactorily completed and accepted by the Town
g p
Engineer.
2.10 Partial Release of Assurances. The Town may provide the Trustee with a Release of
Assurance for aportion on the lots created by the subdivision plat attached as Exhibit"A", provided
that all the improvements required in connection with such lots have been satisfactorily completed
p
and acceptedby the Town and provided further that such improvements can be used and maintained
Y p
separately of the improvements required for the entire subdivision plat. For example, temporary cul-
p
de-sacs should bep rovided for incomplete streets; water, sewer, gas, telephone and electric facilities
should be p
capable of independent operation; and adequate access for public safety vehicles should be
p
provided.
2.11 Failure to Complete Improvements. In the event that Subdivider fails to complete the
required improvements within the period provided in paragraph 2.07 above, the parties agree that the
Town may initiatea process rocess to re-plat that portion or portions of the property described in Exhibit
"A" for which the improvements have not been satisfactorily completed. The purpose of such plat
initiated bythe Town will be to return the property to approximately the same boundary
configurations of record existing before recording of the subdivision plat described in Exhibit"A".
Prior the initiating any action to re-plat the portion of property for which improvements have
not been completed,the Town shall provide the Trustee and Subdivider with thirty (30) days written
notice of the Town's intent to re-plat. The notification shall be sent by first class mail, shall be
deemed received upon mailing and shall be sent the following addresses:
7750 E. Broadway, #B222 3 567 E. Sunrise Drive, Suite 219
Tucson, Arizona 85718 Tucson, Arizona 85718
Trustee Subdivider
The Trustee and Subdivider, as record owner and subdivider, respectively, agree that they
will execute such
lat returningrelevant portions of the property to approximately the same boundary
p
configuration of record existing before recording of the plat described in Exhibit"A".
Thep arties hereto have executed this Agreement this day of , 19
TOWN OF ORO VALLEY
a municipal corporation
MAYOR
COUNTERSIGNED:
As Town Clerk and not personally
APPROVED AS TO FORM this day of , 19 .
Tobin C. Sidles, Town Attorney
DEVELOPER/SUBDIVIDER:
Naranja/La Canada L.L.C., an Arizona
limited liability company
BY. y
AS: at -- ei/`/a€C/
STATE OF ARIZONA)
) as
COUNTY OF PIMA)
This instrument was acknowledged before me this 7 day of , 19 ,
byJai) s tU ioh as 4 d / of
, OFFICIAL SEAL
EVA MARTINEZ
r ..;'_► t: NOTARY PUBLIC-ARIZONA .r
PIMA COUNTY NOTARY PURL '
Comm.Expires Feb.7,2002
0,001ti Sinkflys/+SGS• , ,1 .'
TRUSTEE:
Fidelity National Title Agency, Inc., an
Arizona corporation, as Trustee under
Trust 10,625 only and not in its
corporate capacity
BY: Suella Swart
ALS: Trust Officer
STATE OF ARIZONA)
COUNTY OF PIMA )
This instrument was acknowledged before me this 8th day of May , 19 98 , by
Suella Swart as Trust Officer of FIDELITY NATIONAL TITLE AGENCY,
INC.
s� OFFICIAL SEAL ,`
jr�r1=�r KEVIN FRENCHvi T• 'Y ' I :LTC
G �`
NOT hRY PUBLIC-
ARIZONA (
`` PIMA COUNTY 12
��r My Coma.Exp+rK Mer.Z1. 199` ,'
�r.
�aAr`�r'��
My Commission Expires
EXHIBIT "C"
Subdivision Name : Desert Vista, Lots No. 41-57, 63-88, 94-106, 125-155, 169,
172-205, and Common Areas A thru G
OV Case No. : OV12-94-31
Trust No. : Fidelity National Title Agency, Inc., Trust No. 10,625
The following improvements and conditions are made a part of the attached Assurance
Agreement:
1. Paving, grading, and drainage per approved improvement plans prepared by The WLB
Group, WLB Job No. 194028-A-002-0600.
2. A public water system satisfactory to the Oro Valley Water Company.
3. A sanitary sewer system satisfactory to Pima County Wastewater Management.
4. A telephone distribution system satisfactory to US West Communications.
5. An electric distribution system satisfactory to Tucson Electric Power Company.
6. Fire hydrants and other fire appurtenances satisfactory to the Rural Metro Fire Dept.
7. A natural gas distribution system satisfactory to Southwest Gas Corporation(if gas is being
utilized in this subdivision).
8. Utility trenches and civil appurtenances satisfactory to the using utilities.
9. Installation of all street signs and street lighting.
10. The Professional Engineer of Record shall certify, in writing, that all improvements,
whether private or public, have been constructed, placed, installed, etc. in substantial
conformance with the approved plans for this development. Certifications, in writing, are
to be received by the Town Engineer of The Town of Oro Valley prior to any request for
building permits, and/or final inspection and the release of assurances.
11. The Soils Engineer of record or other Registered Professional Civil Engineer with
expertise in the areas of soils engineering shall certify, in writing, that all materials utilized
on this development are in conformance with the accepted plans and specifications.
Certifications, in writing, are to be received by the Town of Oro Valley prior to the
request for building permits and/or final inspection and release of assurances.
Exhibit "C" -Page Two
12. The Soils Engineer of Record or other Registered Professional Civil Engineer with
expertise in the area of Soils Engineering shall certify, in writing, that all soils operations
p
for this development were performed in accordance with the recommendations as set
forth in the Soils Report and any amendments thereto, by Construction Inspection&
Testing Co., Job No. 94-5689, dated October 18, 1994.
13. As-built drawings shall be provided to the Town of Oro Valley Public Works Department
prior to full release of assurances.
14. Irrigation will not be required for hydroseeded areas. Full Release of Assurances will not
be provided until said hydroseeded areas are deemed acceptable by the Town of Oro
Valley Public Works Department.
2
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION
MEETING DATE: May 20, 1998
TO: HONORABLE MAYOR & COUNCIL
• Development
FROM: Norm Phillips. Economic Administrator
Consideration and Possible
SUBJECT: Resolution No. (R)98- 9 Approval of a Financial Participation
Agreement with the Metropolitan Tucson Convention and Visitors Bureau
SUMMARY:
— Tucson Convention and Visitors Bureau (N1TCVB)have entered
The Town of Oro Valley and the Metropolitan o
since the inception of the Towns 1% bed tax in April 1990. The
into financial participation agreements p
MTCVB promotes tourism in Oro Valley in exchange for 75% of the 1% bed tax.
have been for one year with an annual renewal option for two subsequent years.
Typically, these agreements oval in 1996-97 and
Bureau have been operating under the 1995-96 agreement with annual renewals The Town and p g
1997-98. The resolution you have before you would adopt a new agreement. commencing_ July 1, 1998 with an
annual renewal option through June 30. 2001.
this evening following representatives may be present to discuss the agreement and answer any questions
the Council may have:
Mike Harris. Chairman. MTCVB Board of Directors
Pat Tierney, President. MTCVB
Jonathan Walker. Vice-President, Sales & Marketing, MTCVB
StuartWilging.wart Wil in . General Manager, Sheraton El Conquistador Hotel
FISCAL IMPACT:
,
$177 000 for FY 1998-99. 75% of this amount would equal
Town bed tax collections are estimated at
$132,750.
ATTACHMENTS:
1. Letter fromWilging,Mr. Stuart Wil in , General Manager, Sheraton El Conquistador
Approving and Authorizinga financial participation agreement with the
2. Resolution No. (R)98- 29 App g
Metropolitan Tucson Convention and Visitors Bureau.
3. Financial Participation Agreement.
TOWN OF ORO V ALLEY
PAGE 2 OF 2
COUNCIL COMMUNICATION
RECOMMENDATION:
Staff recommends approval of the financial participation agreement.
SUGGESTED MOTION:
I move to approve Resolution No (R)98- 29 Approving and Authorizing a rinanciai participation agreement
pprovn T�
with the Metropolitan Tucson Convention and Visitors Bureau.
Or
I move to . . .
La,t,-2.4/•:_ - -,-1-44,..---4--
David L. Andrews
Finance Director
WI
Chuck Sive t
Town Manager
May- 11-98 10 : 35A Richard M. Johnson <=�� ' -`�'"�� r'
TOU
b �
Sheraton El Conqub4ador•
---- ui:'outl. \'I) cit It1citIt
Stuart Wilging
April 27, 1998
The Honorable Dick Johnson
_s-
Mayor of Oro Valley
Town of Oro Valley
11,000 N. La Canada Drive
Tucson. AZ 85737
Dear Mayor Johnson and Councilmembers:
I wanted to take this opportunity to express to you my feelings on the allocation of the
bed tax which we provide to Oro Valley. I believe that Oro Valley's continuxi support
of the MTCVB is imperative. To date, the MTCVB is one of our largest lead
generators and they do the best job in marketing Tucson as a destination.
I feel that our bed tax dollars are well utilized by supporting the MTCVB.
Thank you for allowing me to voice my opinion in this matter.
7rely,
\1111%/1,Stuart Wilging
General Manager
RESOLUTION NO. (R)98-i g
RESOLUTION OF THE TOWN COUNCIL OF THE TOWN OF ORO VALLEY,
A FINANCIAL APPROVING AUTHORIZINGAND PARTICIPATION.
AGREEMENT WITH THE METROPOLITAN TUCSON CONVENTION AND
VISITORS BUREAU CONTINUING SAID AGREEMENT FOR A PERIOD OF
ONE YEAR COMMENCING JULY 1, 1998 THROUGH JUNE 30. 1999.
WHEREAS, the Town of Oro Valley
desires to enter into an agreement with the Metropolitan Tucson
Convention and Visitors Bureau for the period of one (1) year, and
Council have determined that the services of the Metropolitan Tucson
WHEREAS, the Mayor and Town Coun public and Visitors Bureau are
in the interest, and will allocate funds therefore in the
Fiscal Year
"`1998/99 budget; and
e of services as set forth in the Financial Participation
WHEREAS, the parties mutually agree to the scop
Agreement:
NOW,THEREFORE, BE IT RESOLVED:
Agreement with the Metropolitan Tucson Convention and
1. That the attached Financial Participationg
Visitors Bureau continuing said agreement for period of one (1) year. from July 1, 1998 throughh June
30, 1999 is hereby approved.
officers of the Town of Oro Valley are herebyauthorized to take
2. That the Mayor and administrative
such steps as may be necessary to execute said agreement.
PASSED AND ADOPTED by the Mayor and Town Council of the Town of Oro Valley, Arizona this 20
day of MAY , 1998.
TOWN OF ORO VALLEY, ARIZONA
Richard Johnson, Mayor
ATTEST:
Kathryn E. Cuvelier, CMC, Town Clerk
APPROVED AS TO FORM:
Tobin C. Sidles, Town Attorney
TOWN OF ORO VALLEY
FINANCIAL PARTICIPATION AGREE N1ENT
AGREEMENT, made and entered into this day or
THIS
1998. by and between the Town of Oro Valley, a municipal corporation. hereinafter
" Metropolitan Tucson Convention and Visitors Bureau. an Arizona
called the Town and p
non-profit corporation hereinafter called the "Bureau".
p rP
WHEREAS, it
has been determined that the activities of the Bureau are in the
P
are such as to improve and promote the public welfare of the Town;
public interest, and
and
Mayor and Council have determined that to financially
WHEREAS. the
promotion of the activities of the Bureau is a public purpose in that the
participate in the activities confer direct
benefit of a general character to a significant part of the public;
,
and
the Town desires to acknowledge the Bureau as the principal
WHEREAS.
mechanism through
which tourism, convention and related activities will be undertaken
goalsobjectives the furtherance of the
and ob'ectives of the Town and to promote and facilitate
the economic well-being of the Town; and
WHEREAS,
it is the intent of the Town, subject to the provisions of the state
budget law, provide fundingto the Bureau as set forth herein; and
to
WHEREAS, the
Town and the Bureau desire to establish a general framework for
cooperative efforts, especially es eciall the general procedures by which the Bureau will prepare
and carry out tourism and convention activities;
NOW, THEREFORE, in consideration of the foregoing, the parties do mutually
agree as follows:
ARTICLE 1
Section 1.1 Responsibilities of the Bureau.
A. Goals Statement. The Metropolitan Tucson Convention and Visitors Bureau will
initiate, implement and administer a comprehensive sales promotion and
advertising program to attract an increasing number of convention delegates and
vacationing tourists to the Town, thereby providing revenues to the community
through transient rental and sales taxes, and contributing to the overall economic
growth and continued viability of the tour and hospitality industry.
B. General Operational Objections. The Bureau agrees to actively pursue the
objectives outlined below throughout the term of this agreement.
Bureau Administration
Provide administrative control over all Bureau programs within the guidelines
established by the Bureau's Executive Committee:
Provide
administrative and managerial direction in the planning, implementation
�.
and coordination of all Bureau operations:
Provide recommendations for the Bureau's financial and managerial policies to
the Executive Committee: and
of major policies to increase the numberj�or conventions and trade shows; the
volume of off-season business and to increase community awareness in the
Bureau's prpu ose. activities and achievements in order to insure the Bureau's base
of membership funding.
Convention Sales
Attract an
increasingnumber of conventions to Oro Valley, particularly in the off-
season (May to November) by:
of exhibit booth and sales personnel at trade shows. expositions, and
Use
conventions;
Personal contract, direct mail, and telephone solicitation of meeting planners and
association executives;
Promeeting
viding planners and association executives with a complete tour of
Oro Valley facilities and attractions:
Usespeaking engagements of s eakin and public service announcements seeking the
cooperation of local citizens in attracting organizations of which they are
members to hold their conventions in Oro Valley;
Providing the services to conventions booked, and the coordination of the various
• facilities used, to ensure successful meetings and repeat business;
Providing all services of satellite offices, New York City, Washington, D.C. and
Chicago.
2
of desirable membership activities to enhance the lines of
Continue a program
communication between the membership, the Bureau's staff and various
committees.
ARTICLE 2
Section 2.1 Specific Services to be Performed by the Bureau.
Bureau objectives for 1998/2001 (July 1, 1998 - June 30. 2001)
1. To attract
an increasingnumber of conventions to Oro Valley particularly in the
off-season (Mayto November). Among the goals established to meet this
objective for
Fiscal Year 1998/99 are to increase the MTCVB-initiated leads for
room nights to 280.000. and group sales leads to 1,000.
2. To increase the number of foreign tourists and U.S. citizens visiting Oro Valley.
The Bureau plans to achieve S15 million in editorial exposure in the domestic and
international press.
3. To implement programs of membership development. retention. and support. The
g
Bureau plans to achieve membership investments in the MTCVB of 5278.000.
4. The Bureau shall utilize its sales manager to generate leads for convention
promote and tours to Oro Valley and will specifically conduct
familiarization trips which will include the Oro Valley area.
of the Bureau's participation in trade shows. Bureau agrees to provide and
5. Aspartp P
furnish materials pertaining to Oro Valley.
a
6. Bureau a rees as part of its official visitors guide to feature Oro Valley in the
visitors guide. calling attention to the points of interest and attractions in the
-
Town of Oro Valley. This feature shall include a map of the Oro Valley area.
7. Bureau a to assist in helping produce a brochure in the event that the Town
grees P
of Oro Valley obtains funding through the Arizona Office of Tourism Community
Cooperative Advertising Program.ram. The photo graphs for the brochure will be
provided by the Bureau.
The Bureau agreesto display in a prominent area in the Bureau offices the Oro
P Y
Valley
brochures. In addition, the Oro Valley brochure will be included in all
responses requesting relocation information. Events in the Town of Oro Valley
Q g
that would be of interest to visitors of which the Bureau has been advised by the
town shall be included in the bi-monthly publication of the Bureau. The lure
brochureublished bythe sales department shall include information pertaining to
P
Oro Valley. The national newsletter that the Bureau utilizes for mail shall include
periodic stories in future issues on Oro Valley.
4
Tourism Development
Increase the number of foreign tourists and U.S. citizens visiting Oro Valley by:
Use of coordinated
advertisingcampaign to reach significant foreign and
domestic target area markets;
Answeringrom tly all inquiries from potential visitors:
�. P p
and distribution of promotional material to travel agents, tour
Preparation
operators. and travel writers;
personnel at travel trade shows and expositions
Use of exhibit booth and sales
attracting agents.ents. tour wholesalers, motor-coach group tour representatives,
_-- and incentive travel companies;
Invitations to foreign group i noperators to visit Oro Valley as part of their
tour P
itinerary on State-promoted tours:
Providing familiarization tours of Oro Valley attractions and facilities to visiting
travel agents, tour operators, and travel writers; and
in programs and promotions sponsored by the Arizona Office
Active participationp g
of Tourism, a state agency.
q
Respond
to tourism inquiries received at the Town of Oro Valley Home Page.
Membership Program
Implement programs as membership development, retention and support, as
g
follows:
Identify categories
of membershipand prospective members within the selected
categories;
Develop and implement an equitable membership dues structure:
Develop and
implement a membershipbilling and annually reviewed billing
system;
Develop a program for continued liaison with members designed to insure
continued membership retention;
Develop and implementa program ram designed to increase Bureau's membership
g
base; and
3
8. A position on the board of Directors shall be maintained for an elected official
from the Town of Oro Valley.
provide a semi-annual report of its activities as they pertain to
9. The Bureau shall in the
Oro Valleyand will include the Town of Oro Valley
the Town of
that itplaces on all publications and press releases similar to
acknowledgement
the following:
"The Metropolitan Tucson Convention and Visitors Bureau is an
independent, non-profit corporation oration dedicated to supporting the Tucson
non-pro
area as a convention and visitor destination. It is financially supported by
the City of
Tucson, Pima County, the Town of Oro Valley, and its
individual and business members.
to maintain as part of its library slides and photographs for the use
10. Bureau agrees
photos and slides provided to the Bureau by the Town of Oro
by its clients,
Valley.
Section 2.2 Responsibility for Open Records.
With the exception of expenditures for contractual services, the Bureau agrees to make
open to the public all an
records relatingto funds directly received from the Town, City
Y
of Tucson and
Pima County, that the Bureau distributes to other organizations or
individuals.
Section 2.3 Evaluation Criteria and Reporting.
The Bureau agrees to submit
to the Town Council reports addressing the progress of the
its objectives. In order to assess the impact of the Bureau, the town,
Bureau in achieving �
through itsdesignatedrepresentative,re resentative, reserves the right to evaluate performance, and the
Bureau will cooperate
and use its best efforts to provide access to all pertinent
information reasonably necessary to make evaluations.
Section 2.4 Accountability.
The Bureau au shall maintain a true and accurate accounting system which meets acceptable
accounting practices of the profession,accounting and which is capable of properly
accounting on a timely basis for all expenditures and receipts of the Bureau.
p
The Bureau shall provide
the Finance Department of the town, within three months after
the close of the Town's fiscal year with:
An annual accounting, or
5
- A copy of an outside audit of the Bureau for the time period
approximatingthe period of the Town contract. together with any
Bureau response to audit findings.
period of five (5) years after completion of this contract,
At time during, and up to a .
any
• the town or designated Town agent will be Riven access to the
the Finance Department of g
audit records of the Bureau for the Town's internal audits.
Section 2.5 Term of Agreement.
This Agreement between parties as described above shall be effective from July 1, 1998
1999 and maybe extended for two additional fiscal years so long as:
through June 3 0,
The Mayor and Council of the town determine the services of the
Bureau are in the public interest and allocate funds therefor, and
the parties mutually agree as to scope of services to be provided by
the Bureau in any subsequent fiscal year.
At the end of the third fiscalyear ear referred to above, the provisions of this agreement will
be subject to review and renegotiation by the Town and the Bureau.
Section 2.6 Termination.
This Agreement may
be terminated at any time by mutual written consent by either party
• written notice to the other party. Further, the contract may be
giving ninety (90) days .
byeither partywith thirty (30) days written notice to the other
terminated for good cause
party. For purposes of this agreement good cause shall include but not be limited to the
inability of either partyto meet its financial obligations under this contract.
ARTICLE 3
FUNDING
Section 3.1 Payment.
A.
It is the intent of the Town that the Bureau receive from the Town an amount
mutually agreedupon u on and measured by one percent (1%) of the Bed Tax
collected bythe town. Disbursement of funds by the Town are subject
Revenues
to the annualby
appropriation the Town Council and the limitations of the state
law. It is the intent of the Town that the
budget Bureau receive from the Town° collected
Bed Tax Revenues
seventy-five percentof the one percent(1 /o)
for each previous month. Payments shall be made on a monthly
by the Town
July
basis commencing1, 1998. Payments shall consist of seventy-five percent
° one percent (1%) of the Bed Tax Revenues actually collected by the
(75/o) of the
Town. Payments are to be made within forty (40) days after the close of each
preceding month.
6
B. It shall be the responsibilityof Bureau to obtain funding from sources other than
the Town. Financialparticipation artici atiagreements with other governments and
g
government agenc , grants.rants. donations, memberships and any other sources of
funding as may become available from time to time shall be included as part of
the annual budget submission.
C. Method of Payment.
q
The Town may,
as a result of subsequently discovered evidence, withhold whole
orP art of the scheduled payment as may be necessary because:
- Services were not rendered.
- The Bureau failed to supply information or reports after reasonable
requests.
- The Bureau is not in compliance with agreed upon disbursement
documentation and/or other project performance.
- The Bureau failed to make required payments to subcontractors.
payments the reasons
for withholding have been corrected to the satisfaction of the
Town, any amounts due shall be processed.
ARTICLE 4
ACCOUNTABILITY
P
Section 4.1
The Bureau shall implement an accounting system which will comply with
11 accepted auditingprinciples and with the provisions of the AICPA audit
the generally p p p
guide for nonprofit corporations.
. Section
4.2 The Town shall incur no liability for ineligible expenses and such shall be
the sole responsibility of the Bureau.
ARTICLE 5
MEMBERSHIPS AND OTHER FUNDING
Section 5.1 The Bureau shall actively solicit memberships as well as financial
byPima Countyand other incorporated cities and towns who benefit from
participation
the services provided by the Bureau.
Section 5.2 The Bureau assures the Town that it will endeavor to maintain ongoing
'n levels from Pima Countyconsistent with the provisions of A.R.S. § 42-1496 and
funding
7
ongoing funding levels from the City of Tucson. If either the Pima County Board of
Tucson CityCouncil fail at any time during the term of this
Supervisors or the
Agreement to make the full allocation pursuant to their respective agreements with the
Bureau. the Bureau and Town mutually agree to renegotiate this Agreement.
Section 5.3 In each fiscalyear,
the Bureau will specify in a Memorandum of
entered into each year by the parties. the percentage that it will
Understanding, to be
attempt to achieve in other funding.
ARTICLE 6
MISCELLANEOUS TERMS AND CONDITIONS
Section 6.1 Hold Harmless and Insurance Provisions.
A. Indemnification. The Bureau agrees to indemnify and save harmless the Town,
its Mayor and Council, appointed boards and commissions. officials. officers.
employees and
insurance carriers, individually and collectively (the "Town") from
losses, claims, suits. demands, expenses. subrogations. attorney's fees or
all
actions of any kind and nature resulting from personal injury to any person
bodilyinjury and death) or damages to any property. arising or alleged
(including � ry
to have arisen out of either(1) the Bureau's negligent performance of the terms of
contract. or(2) of the Bureau's acts or omissions, except to the extent
this any
lelto a negligent act or omission of the Town. The amount and
attributable solely
typerequirements of insurance coverage set forth below will in no way be
construed as limiting the scope of indemnity in this paragraph.
B. Insurance.
g
1.
Obtain insurance coverage of the types and amounts required in this
section
and keepsuch insurance coverage in force throughout the life of
Agreement. Allpolicies will contain an endorsement providing that
this g written notice be given to the Town at least thirty (30) calendar days prior
to termination, cancellation, or reduction in coverage in any policy.
P
2.
The Comprehensive General Liability Insurance and Comprehensive
Automobile Liability Insurance policies will include the Town as n
additional insured with respect to liability arising out of the performance
of this Agreement.
The Bureau will provide and maintain minimum insurance limits as
3.
follows:
8
COVER-AGE AFFORDED LIMITS OF LIABILITY
Workmen's Compensation Statute
Employer'sLiability $100.000
Comprehensive General $1,000.000 - Bodily Injury
Liability Insurance Combined Single Limit
a. products and $100.000 Property Damage
completed operations
Comprehensive Automobile $1,000.000 - Bodily Injury
Liability Insurance
Combined Single Limit
Including.• non-owned $100.000 Property Damage
leased, hired vehicles
Section 6.2 Confllct of Interest. The Bureau agrees that he provisions of A.R.S. Title
38, Article 5, "Conflict of Interest of Officers and Employers", apply to all the
transactions of the Bureau.
g
Section 6.3 Open Meeting.
The Bureau agrees to conduct its business in compliance
with the provisions of A.R.S. Title 38, Article 3.1 "Public Meetings and Proceedings".
purchasing Section 6.4 Purchasing.
In urchasin contracts for goods and services, the Bureau
and maintain policies and procedures that insure, wherever
agrees that it will implement • ' biddingfor
there will be announced, documented, competitive
feasible or practical, that d
such contracts so that the potential effectiveness, as well as cost factors. are considere
by the Bureau in the selection of said goods and services.
Evaluation. In order to assess the impact of the Bureau, the
Section 6.5 Performance
evaluate performance. Information desire by the Town which
Town reserves the right to
is pertinent to this evaluation will be made available for this purpose by the Bureau at the
Town's request.
• Contractor. The parties stipulate and agree that Bureau is not
Section 6.6 Independent
an employee of the Town, performing
is
and its duties hereunder as an Independent
Contractor, supplying its own employees, and maintaining its won insurance, workman's
handling all of its own internal accounting. The Town in no
compensation insurance, and ha g
way controls, directs
or has anyresponsibility for the actions of the Bureau herein.
shall further be responsible for compliance with the United
Section 6.7 The Bureau P
States Immigration Reform and Control Act of 1986, and shall indemnify and hold
harmless the Town for any liability arising from failure of the Bureau to comply with said
act. Said indemnification to include the costs of suit.
By Section 6.8 Contract
Amendments. mutual consent of both the Town and the
this Agreement maybe re-opened for renegotiation of and/or the
Bureau, g P .
' ' of amendments. Anyrequest for renegotiation shall be in writing,
addition/deletion q
9
' ' changes. A meetingto discuss the changes shall be held within 30
detailing the requested q
days of the receipt
of the request. Any change to this Agreement will be approved by
Mayor and Council.
year 6.9
For each that the Mayor and Council appropriate funds for the Bureau
pursuant to Article II above, the Bureau shall enter into a Memorandum of Understanding
with the Town.
IN WITNESS parties WHEREOF, the hereto have executed this Agreement as of the
date first above written.
TOWN OF ORO VALLEY, a
municipal corporation
as Mayor and not personally
Richard Johnson
Attest:
As Town Clerk and not personally
Kathryn E. Cuvelier, Town Clerk
THE BUREAU:
METROPOLITAN TUCSON
CONVENTION AND VISITORS
BUREAU
Authorized Signature
Witness to Bureau Signature:
Approved as to form this day
of , 19_:
As Town Attorney and not personally
Tobin C. Sidles, Town Attorney
10
flR'� 2BPN �.�' klgY'±AGENDA ITEM # 2
RESOLUTION NO. (R) 98-29
RENEWAL OF 3 YEAR AGREEMENT WITH
METROPOLITAN TUCSON CONVENTION &
VISITOR'S BUREAU
Since the Town Council packets were distributed, the
Metropolitan Tucson Convention & Visitors Bureau
(MTCVB) has submitted revisions to the
performance measures found on page 4 of the
proposed financial participation agreement. A copy
of the letter from the MTCVB with the proposed
revisions is attached.
The Council may wish, therefore, to amend the
motion on this item to read:
I move to approve Resolution No. (R) 98-29,
approving and authorizing a financial participation
agreement with the Metropolitan Tucson Convention
and Visitors Bureau with revisions to the
performance measures as proposed by said agency.
MAY 18 '98 15:24 MTCVB P.1/1
Tuc50nt.
' Other isktiont Wanhr
METoPOUTAN TUCSON
CONVENTION&VISITORS BUREAU
FACSIMILE TRANSMISSION COVER SHEET
• To: Norm Phillips
.vr./�1/������►�Ir►A..vr�yA►IVAr..i.M��/A►�I.i....r..I�►�►�r.vr�yNNA/w.v�y������1►�1►AI��►w..y�/A►AAII.►w.w.��/Av�I.v..i
COMPANY: Town of Oro Valley
w.r�►A/1�►A...�r.y�►�y►/� w� tel/�►AnA.w�wry�/IrAnI�rrmay/�► ----- __A____-w
FROM: Pat Tierney/Jonathan Walker
•.�A►A�.�...r�/�►I.I.�.�w��.�/�►I.r ti.v r r�M^I►.11�..�I..�/�/11/Ir/Ii.v w.�/.�/Ir►A►r�w.���/�1i►1�.r w�v.r�1►A►A�..i�.�I�►A►�Ips..�..�r�^►��
DATE: May 18, 1998
�/A►A►���4 ti Id Ir...i w.r r�►�.►A.w..v w.iI�►�/r�M.\I�/�I�►/d..i w�.�►�►1►�►/`
PAGES: 1 `includes cover sheet)
MTCVB FAX 0: (520) 884-7804 THEIR FAX #: 520/297-0428
•
*************************
MESSAGE
we would like to update the performance measures on page 4
#.1. 312,000 room nights
1,225 leads
#2. The second sentence should read: The Bureau expects 700
travel articles to be published as a result of their work with
travel writers.
#3 . $366, 000 in membership investments
#7. Delete the final sentence; we no longer produce the national
newsletter.
Please call with any questions/comments.
130 Sarni Scorr AVENUE TUCSON.ARIZONA 85701 (520)624-1817 FAX(520)884-7804 TOL ESE 1-800-638-8350
Internet:http://vwvw.arizonaguide.com/visittucson E-mail: mtcvbOAztArr' M•Y•
-sem
3
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION MEETING DATE: May 20, 1998
TO: HONORABLE MAYOR & COUNCIL
FROM: Valerie Feuer, Senior Planner
SUBJ: OV13-98-33 Addendum to Oro Valley Retail Center (Rooney Ranch) Comprehensive
Sign Package
BACKGROUND:
This report is a supplement to the primary report on this subject. Since this item was first scheduled for
Council consideration, staff has met with representatives of The Home Depot. The Home Depot is
interested in locating in the Oro Valley Retail Center and has submitted a request for modification to the
Comprehensive Sign Package, as originally submitted by the Barclay Group. In addition, Wells Fargo
Bank has submitted a revision to their proposal.
SUMMARY:
Staff has reviewed the proposal from The Home Depot and the revised proposal from Wells Fargo Bank.
Following is a summary of the issues:
Building Signage •
Home Depot:
Home Depot has met the proposed letter height of five foot tall individual letters. The total square footage
of signage in their proposal may also meet the recommended maximum of 500 square feet for a single user.
On all other issues related to building signage, the proposal conflicts with the DRB/staff recommendation.
Color: Home Depot proposes orange, which is trademarked as part of their logo; the
recommendation is Pantone 187C .
Illumination: Home Depot proposes internal illumination; the recommendation is halo illumination. As an
alternative, Home Depot proposes orange letters with orange halo illumination.
Location: Home Depot proposes signage both front and rear; the recommendation is front only.
Logo: If the square logo were used on the building as proposed, the logo would be fully illuminated
and 144 square feet. The recommendation restricts the logo to 36 square feet, with an
internally illuminated cabinet, characters only to emit light.
Wells Fargo:
The revised Wells Fargo proposal does not address the issues of color, illumination, location, and logo,
which were the areas of conflict with the DRB/staff recommendation. Wells Fargo has proposed to reduce
the size of the cabinet sign from 56 square feet to 31 square feet, to be displayed on three sides of the
building. ATM signs would be displayed on the canopy over the ATM drive-through lanes. The signs
would be fully internally illuminated cabinets in the Wells Fargo colors, with a copper patina frame around
the signs. The bank would decrease the illumination level by 25% at 10:00 nightly.
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION Page 2 of 3
Freestanding Monument Sign
Home Depot proposes that the monument sign be ten feet tall. If the "Rooney Ranch Center" identification
were not required at the top of the sign, it would comply with the recommended eight foot height. The
Home Depot and Target signage on the monument sign would each be 36 square feet, for a total of 72
square feet, internally illuminated. The recommendation restricts sign area to 50 square feet, with halo
illuminated text and internal illumination of characters within logos.
RECOMMENDATION:
Staff does not support any modification to the Oro Valley Retail Center Comprehensive Sign Package as
previously reviewed by DRB and staff, in order to maintain a consistent color scheme within the center.
The Town Council has approved an economic benefit exemption for this center, which allows them to
approve an alternative sign package, differing from the sign code.
SUGGESTED MOTION:
The Town Council may wish to consider one of the following motions:
I move to approve OV 13-98-33, the comprehensive sign guidelines presented by the Barclay Group, but as
modified by Staff and DRB. Five copies of the guidelines, as approved, must be submitted for the Town's
records.
OR
I move to approve OV 13-98-33, the comprehensive sign guidelines presented by the Barclay Group, but as
modified by Staff and DRB. The following additional changes must be made to the proposal, pursuant to
this motion: . Five copies of the guidelines, as
approved, must be submitted for the Town's records.
OR
I move to deny OV 13-98-33, the comprehensive sign package before the Council, as modified by the DRB,
finding that:
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION Page 3 of 3
ATTACHMENTS:
1. Exhibit "A" - additional conditions
2. Letter regarding The Home Depot proposal
3. Letter regarding the Wells Fargo Bank proposal
4. The Home Depot sign elevations
tr--7 1cL_
P arming and Zoning ,• s ' •st for
" -✓
Community D- - opment '►irect o r
Town Manager
\\OROVALPZ 1\SYS\OV\OV 13\1998\13-98-33\sign3tcc.rpt
[
EXHIBIT "A"
CONDITIONS OF APPROVAL
OV 13-98-33
Oro Valley Retail Center Comprehensive Sign Package
1. Halo Illumination shall be white.
2. Fully illuminated logos on monument sign is limited to no more than half the sign area.
Bleier Industries,Ltd. '4t(602)395-0753 MI5/4198 02:56 PM ❑1/2
•
II
INDUSTRIES
To: Donald L. Chatfield, AICP
Community Development Director
From: Paul Bleier
Subject: The Home Depot/ Rooney Ranch Center
Comprehensive Sign Plan
Date: 5/4/98
Copies: Dick Johnson / Oro Valley Mayor
Chuck Sweet /Oro Valley Town Manager
Norm Phillips/ Economic Development Administrator
Jim Lloyd/ HD
Debbie Hanks/HD
Larry Slonim /GFA
Alan Tanner/ Bourne
Trey Eakin /Barclay Group
Paul Schloss/ Grubb & Ellis
Pursuant to our meeting last week, you requested that we review the proposed CSP and respond with
specific modifications that would accommodate The Home Depot corporate identification program:
Freestanding Monument Sign
The Home Depot and Target are to share a monument sign on the NWC of Oracle Road and Pusch
View Lane. A series of design options were reviewed that identified Target and The Home Depot on a
common display. We have verified with Target's sign specialist that Target must be displayed in a
"square" format similar to The Home Depot. We propose that two square illuminated signage cabinets
measuring 6' x 6' be placed side-by-side on a decorative field matching the other freestanding sign
elements. Copy reading "Rooney Ranch Center" would be placed above the two cabinets. Both sign
cabinets for Target and The Home Depot would illuminate internally. The Home Depot would have its
orange background with white copy in its slanted trademarked format. Target would utilize its red
"bulls-eye" above black copy on a white field. Decorative planters or sign bases could be incorporated
as required to complement the surrounding landscape.
Building Signage
A number of conflicts exist between The Home Depot's building sign program and the proposed CSP.
Specifically, the following issues need to be addressed:
1) The Home Depot utilizes its trademarked stencil letters in a horizontal format above its main
entry. The letters are orange faced acrylic, 5' high and 9" deep, with self-contained internal illumination.
In addition, a 3' x 58' "tag line" sign cabinet with illuminated orange background and white copy
reading: "Arizona's Home Improvement Warehouse" would be displayed beneath the illuminated letters.
Bleier Industries,Ltd. 'I(602)395-0753 Ctil5/4/98 02:56 PM D2/2
2) The proposed CSP restricts letters to being, 5' high and 5" deep reverse pan channel with white
p P •
neon back lit. The letter color is proposed to be a "toned down red". A 36 square foot internally
. . .
illuminated "Logo" is proposed in combination with the individual back lit letters.
3) It is imperative that The Home Depot be displayed in strict accordance to its registered
trademark. If The Home Depot permits its trade-marked stencil building letters to be displayed as
proposed in the CSP, the face color of the letters would have to be orange and the back lighting would
also have to be orange.
4) It was suggested that an illuminated "logo" be utilized in conjunction with backlit letters. The
Home Depot does not utilize this combination in the same manner that Target does with its "bulls-eye"
logo adjacent to its letters. As a possible compromise, The Home Depot may consider an internally
illuminated square format trademark on an east elevation wall surface other than the main entry canopy
in addition to the back lit letters. This display would have to be internally illuminated in its entirety. The
proposed CSP limits the size of the logo to 36 square feet. The Home Depot would require a minimum
12'x12' internally illuminated cabinet or 144 square feet. The cabinet would have to be a minimum or
- 12" deep in lieu of the CSP's 5" specification.
5) A wall sign is desired on the rear (west) elevation. The Home Depot would like to utilize a
matching set of 5' high letters similar to those above the store entry.
6 Additional signage is required for the both the "Nursery" and "Indoor Lumber Yard" entrances.
Typically, the "Nursery" is an applied vinyl graphic onto a vinylsubstrate attached to the "hoop
structure" surface. The "Indoor Lumber Yard" is non-illuminated, 24"
high molded orange acrylic letters
surface mounted to the fascia canopy.
7) Overall, the total sign area will exceed your proposed maximum of 500 square feet. Ideally, we
would request that the maximum limitation on area be deleted and that the permitted area be calculated
on the formula of 1.5 square feet per lineal foot of frontage proposed.
We trust that this submittal meets with your expectations and approval. If you require additional
information, please feel free to call upon us. It is our understanding that the council will vote on the
Economic Benefit Exemption at its May 6th meeting. The CSP will be delayed until the May 20th
agenda permitting us time to prepare renderings and work out the issues identified above.
Best regards,
Paul Bleier, President
BLEIER INDUSTRIES, LTD.
2030 WEST DESERT COVE • PHOENIX, ARIZONA 85029 •(602) 944-3117 • FAX(602) 395-0753
e-mail: bleier@ primenet.c om
FROM : LAZARUS Q: ASSO PHONE NO. : 602 340 8955 May. 11 1998 02:15PM P2
LAW OFFICES
DAVID K. JONES, P.C.
A PROFESSIONAL-CORPORATION
ONE ARIZONA CENTER
SUITE 980
400 EAVAN BZONA 8�Q44� �}340-0
955
DAVID K.JONES PNQESTIVIX,AR FACSIMILE 602}3a0-8
DARIN A.SENDER
LARRY S.LAZARUS,OF COUNSEL
May i1, 1998
Vi;Tele,fascimile(520/7421022
and First Class Mail
Don Chatfield
TOWN OF ORO VALLEY
Planning and Zoning Director
11000 N. La Canada Drive
Oro Valley, Arizona 85737
Re: Rooney Ranch Sign Criteria
Wells Fargo Branch
Dear Don:
This is to follow up our discussion last Friday. As we discussed, there is a recent court
decision upholding the protection of trademarks. Despite that decision, I met and discussed the
issues and Oro Valley's situation with Diane Miller, who came down from Wells Fargo's San
Francisco offices, and within reasonable limits Diane has indicated the bank wants to make an
accommodation to show the bank's commitment to the community. Even to the point of seriously
compromising Wells Fargo's signage.
Our prior discussions have involved staff supporting the display of a logo at 20 square feet,
and permitting the remaining sign area to be copper patina letters,on 2 sides of the building. Wells
Fargo has a logo cabinet which is 31 square feet(as compared to the prior 56 square foot proposal),
which we would propose to display on 3 sides of the building. In addition,the ATM signs(approxi
7-8 square feet each)would be displayed on the canopy over the ATM drive-through lanes. Wells
Fargo would agree to forego displaying the other 89 square feet of sign area permitted,which would
result in a substantial decrease(45 %)in overall sign area.
In addition,Wells Fargo would agree to provide copper patina cabinets,a and copper patina
frame around the logo signs. The logo signs would be internally-illuminated, and the bank would
decrease the illumination level by 25% at 10:00 p.m. nightly. As we have discussed before, the
cabinets would be 8-inches from the face of the building.
FROM : LAZARUS 2, ASSO PHONE NO. : 602 340 8955 May. 11 1998 02:16PM P3
Don Chatfield
May 11, 1998
page-2-
showing convenience,I am attaching a chart the comparison of proposals. Don,this is
from theprior proposal, and Wells Fargo would be making a serious
a substantial reduction P P
compromise insignage
the otherwise allowed. The reduction more than off sets the differences in
illumination and the three-sided sign display.
Please call if you have any questions.
Sincerely,
• David K. one.
encl.
cc: Diane Miller
Bill Vandrovec
Frank Bangs,Esq.
FROM : LAZARUS 2, ASSO PHONE NO. : 602 340 8955 May. 11 1998 02:16PM P4
COMPARISON CHART
WELLS FARGO AT ROONEY RANCH CENTER
Staff Recommendation Wells Fargo
Proposal
Total Sign Area
197 s.f. 108 s.f.
-----T
s.f. 77 s.f.
Sign Area Visible 197
from Outside Center
Area20 s.f. 31 s.f.
Logo (each)
Area of Sign Letters 157 s.f. 0 s.f.
Number of Sides of 2 3
Building With Signs
Cabinet Protrusion 8 inches 8 inches
Illumination Internal Internal
(characters/letters only)
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION MEETING DATE: ray 20, 1998
TO: HONORABLE MAYOR & COUNCIL
FROM: Linda Frew, Planner I
SUBJECT: OV13-98-33 Oro Valley Retail Center (Rooney Ranch) Comprehensive Sign
Package
BACKGROUND:
On November 19, 1998, the Mayor and Council approved a development plan for a new Target Store and
smaller retail shops, to connect with the existing Fry's at the intersection of First Avenue and Oracle Road.
For the Barclay Group, the developers of this project, signage has been a big issue, and one that has been
discussed, at great length, with Staff members and Town Officials. The developer ultimately decided to
request an Economic Benefit exemption to our sign codes, which, if approved by Council, would authorize
Town adoption of a sign package specific to this development and its needs, a process outlined in the Sign
Code. Mr. Phillips' report to Council explains the significance of a Council decision to approve such an
exemption, in greater detail.
SUMMARY:
The attached Planning Staff Report to the DRB will provide you with details of the Barclay Group's sign
proposal, and Staff's evaluation of it. Many changes to the sign package were suggested by Staff, and
endorsed by DRB. The DRB also further modified Staff's suggestions. The chart, Exhibit "A" attached
herewith, reflect the suggested changes to the proposed sign package.
DEVELOPMENT REVIEW BOARD ACTION:
In anticipation of an approval of the Economic Benefit exemption, a comprehensive sign package for the Oro
Valley Retail Center development was prepared for DRB review and recommendation. On March 18, 1998,
the DRB reviewed the package, as well as Staff's analysis and recommendations. After a lengthy discussion,
the DRB recommended, by a vote of 6 to 0, that, if the Council approves the Economic Benefit exemption,
the Council, if deemed appropriate, may also approve the sign package with the DRB and Staff suggested
modifications.
In summary, Planning Staff and the DRB were critical of the colors and size proposed for wall signs, and the
size proposed for the entry-way signs. The DRB recommends that, while logos may be in any legally
trademarked color, the text on the wall signs for the in-line stores must be a standard, toned down,
standardized red color, and halo-illuminated. The text on the signs for the pad buildings (Burger King, Pizza
hut, Wells Fargo and others to follow) must be copper patina, halo-illuminated, to be consistent with the sign
approvals already given. While the character height, per the proposal, could vary based on the square
footage of the user, the DRB felt that a 5 foot tall maximum character height would be sufficient for any user
in the project.
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION Page 2 of 3
some discussion, it was decided that consistency in typeface was less important than consistency of
color for this yP
development. All typefaces will be permitted, provided color and size restrictions are met.
P
r the entrymonument types (one a theater marquee), as proposed, were to be 10.5 feet and 14 feet in
Furthe , yp heig height The DRB recommends a maximum hei ht of 8 feet for entry monuments (two permitted) on Oracle
Road and 6 feet for the single entrymonument sign on First Ave. If a theater user is found for the site, a
g
single movie marquee could be permitted, which could be a maximum of 8 feet in height, to match the
g q
monument entry signs. Per DRB's recommendation, landscaping must be provided at the base of all
monument signs to soften impacts.
RECOMMENDATION:
Planning Staff concurs with the DRB's modifications to Staff's suggested changes, which include further
limiting the size of characters and logo heights, limiting text to red for the in-line stores and copper patina for
thead buildings and limiting signage on the pad buildings to just two sides (Staff had agreed to allow
P g
signage on three sides, with size restrictions). We also concur with DRB's decision that approval of
individual signs can be administrative, upon approval of these guidelines, except for internally illuminated,
colored logos. A revised set of sign guidelines (five copies) reflecting the changes must be submitted for the
Town's permanent record.
PUBLIC COMMENT:
Staff has received a comment by telephone from a citizen who opposes the staff/DRB recommendation for an
alternative sign package, particularly: allowing the change in sign color from copper patina; corporate logo
colors if approved by the DRB Agenda Committee; and the change to monument signs allowed in the code.
SUGGESTED MOTION:
First, p rior to consideration of the sign guidelines described herein, the Council must make a finding that an
Economic Benefit exemption is warranted, based on Sec. 12-102B (attached). If the exemption is approved,
the Council may then consider adoption of the comprehensive sign guidelines presented by the applicant.
The Council may wish to consider one of the following motions:
I move to approve OV13-98-33, the comprehensive sign guidelines presented by the Barclay Group, but as
modified by Staff and DRB, as reflected in Exhibit "A". Five copies of the guidelines, as approved, must be
submitted for the Town's records.
OR
I move to approve OV13-98-33, the comprehensive sign guidelines presented by the Barclay Group, but as
modified by Staff and DRB, as reflected in Exhibit "A". The following additional changes must be made to
the proposal, pursuant to this motion: . Five
copies of the guidelines, as approved, must be submitted for the Town's records.
TOWN OF ORO VALLEY
cOUNCIL COMMUNICATION Page 3 of 3
OR
I move to deny OV13-98-33, the comprehensive sign package before the Council, this evening, and as
modified by the DRB, finding that: •
ATTACHMENTS:
1. Exhibit "A" - Chart of suggested DRB/Staff modifications to applicant's sign proposal
2. Planning Staff Report to DRB
3. Draft DRB minutes from the 3-18-98 meeting
4. Package as presented by the applicant
5. Sec. 12-102B -Economic Benefit Exemption from Sign Code li• ' g a•d Zonin dministrator
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ITEM 1
TOWN OF ORO VALLEY
DEVELOPMENT REVIEW BOARD REPORT
MEETING DATE: March 18, 1998
TO: DEVELOPMENT REVIEW BOARD
FROM: Linda Frew,Planner I
SUBJECT: 0V13-98-33 ROONEY RANCH RETAIL CENTER
(TARGET)SIGN PACKAGE
BACKGROUND:
In November of 1997, the Mayor and Council approved the Oro Valley Retail Center
development plan. The project will be anchored by a new Target store, near the south end of
p
the development, and six new buildings, retail space, will link the Target with the existing Fry's
Food Store. The entire project occupies Parcel D of the Rooney Ranch (aka Oro Valley Center)
PAD, at the southwest corner of Oracle Road and North First Avenue. The recently approved
Burger King, Pizza Hut and Wells Fargo projects are also considered to be a part of this
development.
Target officials have submitted a letter to the Town Council, requesting an Economic Benefit
Exemption from the Sign Code regulations (see Sec. 12-102B attached). On April 1, 1998, the
Council will consider whether or not to grant such exemption. In the meantime, the Target
representatives have presented a conceptual sign plan for the Oro Valley Retail Center for Staff
and DRB review and comment.
If the Council determines that this project may be classified as an "economic benefit" to the
Town, based on the two criteria listed in Sec. 12-102B, the Council will then review Staff
comments and DRB recommendations as they relate to an alternative sign package for this
center and take action.
Thus, the topic of discussion this evening is a draft set of sign guidelines, as proposed by Target
officials, which would govern all future signage for the development, not previously approved by
the full DRB and/or the DRB Agenda Committee. It should be noted that the Fry's Food Store
has submitted a new sign package as well, which replaces the existing copper patina pan
channel letters with red characters, all internally illuminated.
The applicant's submittal addresses wall sign size, color, illumination, the use of logos,
monument signstypes)(two and other miscellaneous on-site sign types The guidelines, as
proposed,
establish varied standards, based on the size (floor area) of the retail establishment.
Staff will address herein each sign standard separately.
Size
Applicant's Proposal
The applicant proposes four different business classifications, based on square footage. Wall
pp
sign size to be permitted, per those classifications, is proposed as follows:
Use Sign Area * Max. Character**
Anchor 10% 6 feet
(30,000+ sq. ft.) of bldg. Frontage
(ht. x width)
Sub-Anchor 5 feet
(12,000- 29,999
sq. ft.)
Mini-Anchor 4 feet
(7,500- 11,999
sq. ft.)
Shop Tenant 80% of bldg. 40 inches
(less than 7,499 front foot
sq. ft.)
Pad Building 3 sq. ft. per None stated
bldg. front foot
may be on any
façade visible to
public
*Oro Valley Zoning Code permits 1.5 sq. ft. per building front foot, with a maximum of 150 per
square feet per businesses at least 300 feet from the street.
**Oro Valley Zoning Code permits a maximum character height of 4 feet.
Staff Evaluation
Staff has discussed the issue of establishing different classifications, and different sign
guidelines, for stores within this project, based on size. We agree with the applicant's rationale
on providing this differentiation, but recommend different "break-off' points, by size, to define
each type of tenant. Each tenant type will have a different set of sign guidelines to follow (see
chart below for Staff recommendations).
2
.
sign proposed by the applicant, the permissible area for future tenants is too large, with a
permitted coverage of 10%°o of the total area of the building facade on which the sign is to be
a new anchor of Target's size would be permitted to have over 15,000
placed. Forexample g
square feetsignage of si (height of x width of building equals the total area of the building
g building
facade — 35'H x 450'L = 15,750 sq. ft. of sign).
Target and the
existingFry's, the other anchor tenant, propose wall sign packages in the area of
square feet, not excessive, in Staffs opinion, given the distance of the structures (700 feet)
300 qp
from OracleRoad. The OV Sign Code permitsq 1.5 square feet of sign area for each lineal foot of
building front for structures over 300 feet from the street. Both Fry's and the Target Store sign
packages es fall well under this size limit, however, the OV Sign Code goes on to say that no wall
sign area mayexceed 150 square feet for anyone business. The wall sign areas proposed for
q
both these anchors are twice that size.
3
Staff Recommendation:
The following table outlines Staffs recommendations on permitted size for this project:
Use Sign Area Max. Character/Logo Height
Anchor Tenant 1.5 ft. per lineal foot of 6 feet
60,000 sq. ft. the bldg. façade on which
and over the sign is to be placed,
not to exceed 500 sq. ft.
for a single retailer
(Target & Fry's restricted
300+ sq. ft. ea. As proposed
Major Tenant 1.5 sq. ft. per lineal foot of 5 feet
(15,000-59,999 the bldg. façade on which
sq. ft.) the sign is to be placed,
not to exceed 300 sq. ft. for
a single retailer
Minor Tenant 1.5 sq. ft. per lineal foot of 4 feet
(7,500-14,999 the bldg. façade on which
sq. ft.) the sign is to be placed,
not to exceed 300 sq. ft. for
a single retailer
Shop Tenant 80% of bldg. front foot ' 36 inches —for single line signs
(0 -7,499 24 inches each for multiple lines
sq. ft.)
Pad Building 1 sq. ft. per lineal foot of 36 inches —for single line signs
bldg. façade on which the 24 inches each for multiple lines
sign is to be placed on; any
2 sides of the bldg. except
that, signage may appear on
side, provided the total
aggregate sign area
permitted for the other
2 sides is not exceeded
Color
Applicant's Proposal
The applicant's proposed guidelines permit the use of registered corporate logos in any color,
within the size limitations established. Sign text for all signs, as proposed, must be either red,
orange, copper patina, black, or white pan channel metal letters.
4
Staff Evaluation
The Oro Valley
Sign Code states that all colors, with the exception of fluorescent or iridescent
permitted, however, Sec.12-403Bgoes on to state that, "Sign colors for permanent
colors, are signs within a complexor development shall utilize complementary and consistent color
p
The Rooneyanch PAD sign guidelines endorse consistency in sign themes,
schemes...". y
"It is the intent of the owner [of anch] to develop a signage system ...[such
stating that, RooneyY
that]... village the urban villa a is unified by architecture, color, materials, vegetation and signage.
Staff has been advised that the use of a registered corporate logo is a First Amendment
9 .
of s eech issue. A loo, or other corporate identification, as defined in some case
(freedom speech) 9
law, is a "commercial speech". As such, Staff supports the applicant's right to display logos in
P
any registered trademark color or configuration, within the size restrictions set forth herein.
9 9
Staff Recommendation
Staff does not support the color palette selected for the text portion of all signs, finding that
PP
a
oran9PP black, white, red and copper patina, are not complementary and consistent with one
another. Staff suggests that all sign text within the development be constructed with metal
99
reversean channel letters in either copper er P atina or a toned-down red (logos would be
p
permitted in corporatecolors). apply This would a l to anchors, major tenants, shop tenants and the
pad users, with just one exception The chart below reflects Staff recommendations:
Logos Text
Any color permitted, except All text to be toned down red color
Fluorescents/iridescents Or copper patina letters
Construction
Applicant's Proposal
The applicant proposes that all text for wall signs shall be metal pan channel. Logos are not
addressed in terms of construction. When Staff informed the applicant that cabinet signs were
alsopermitted, provided theywere recessed into the face of the building. The applicant
proposes that cabinet signs, if used, should be allowed to protrude 5 inches from the building
façade.
Staff Evaluation
As mentioned the Zoning Code, as well as the Rooney Ranch PAD, permit pan channel letters,
as well as cabinet signs, provided the cabinets are placed in architectural recesses, such that
the face of the cabinet is flush with the surface of the building facade. Secondly, per Code, only
the characters of a cabinet sign, the actual text or elements of a logo, may emit light.
Backgrounds must be opaque, or totally "blacked out" for night-time viewing.
5
.
User - Text Logo Duration
Anchor Tenant Halo only Internal Pan Channel From dusk to
Cabinet logos w/ 10:00 p.m., or until
Internal ilium. close of business
(characters only)
—Major Tenant Haio only Internal pan channel From dusk to
Cabinet logos w/ 10:00 p.m., or until
Internal ilium. close of business
(characters only)
Halo only Tenant Internal Pan Channel
Cabinet logos w/
Internal ilium.
(characters only)
ShopTenants Halo only Internal Pan Channel From dusk to
Halo ilium. 10:00 p.m., or until
close of business
Pad Buildings ldin s Halo onlyInternal Pan Channel From dusk to
Cabinet logos w/ 10:00 p.m., or until
Internal ilium. close of business
(characters only)
Monuments Halo and internal Internal Pan Channel From dusk to dawn
Cabinet logos w/
Internal ilium.
(characters only)
We ose ro thateffort be made to minimize the intensity of the internally illuminated logos,
p p every
by reducing wattage of the fixtures.
Type 1 Monument Sign
Applicant's Proposal
Thea applicant proposes monument signs (or signs placed at the entry to the development),
pp
which will identify the anchor tenants. As proposed, the stuccoed supporting structures will be
10 feet, 6 inches in height, with an internally illuminated sign area, to include the name of the
center and the anchor tenants. Three are proposed, two on Oracle Road and one at the main
entry from First Avenue.
Staff Evaluation
The Type I monument signs, as proposed, would replace the two copper-faced signs existing at
the south Oracle Road entry to the site and the main First Avenue entry (near Fry's). The sign
structures exceed the height permitted by the existing sign code by 5.5 feet. The text area
permitted, by code, is 50 square feet and one sign per street frontage is permitted. Thus, the
8
design for the Monument Type Sign T e I, exceeds the number permitted (two on Oracle Road), as
well as the size and the height permitted by Code.
Staff Recommendation
To improve visibility,ill Staff recommends that a new design be drawn, with a maximum text area
permitted 50 square feet (internal illumination ll mination to the extent that only characters emit light) and
of 8 feet abovegrade. The signs shall be provided with landscape planters at
a maximum height
their bases to soften appearance. We can support the addition of one new Type I sign, based
on the scope of this development and its long Oracle Road frontage.
Type II Monument Sign
Applicant's Proposal
monument signproposed is similar to the Type Type II p p I, but larger. The area provided for
approximately y square
on this sign, roximatel 80 s uare feet, is intended to be illuminated internally and it may
be used to display movie titles if, in fact, a theater is built in this development. One such sign is
p Y
proposed, 14 feet in height, at the main Oracle Road entry to the project.
Staff Evaluation
Again, larger a size sign will better serve the public, and the center, but the height seems
excessive and the text area, which may be change-panel, appears to be larger than necessary.
Staff suggests a reduction in height and sign text area.
Staff Recommendation
In the interest of providinginformation to thepublic, which is easily read at Oracle Road speeds,
Staff can supportapprovalType of a T e II Monument Sign, but only if a theater user for the site
becomes a reality. In that event, a site plan and a new design for a sign, not to exceed 10 feet in
tY
height abovegrade, with a change panel area not to exceed 6 square feet for each theater
g
screen, must be submitted for approval. The name of the center and theater identification, not to
exceed an aggregate area of 25 square feet, may also appear, as depicted on the plan
q
submitted and planters landscape must be provided at the base of the sign to soften impacts.
Directional Signs
Applicant's Proposal
Thea applicant proposes that on-site directional signs be up to 6 square feet in area, 3 feet in
Pp
height.
9
Staff Evaluation
Oro Valleyallows such directionals, upto 4 feet in size (no height limit specified),
The Town of O o
without a permit.
Staff Recommendation
We
recommend that directional signs, to 4 square feet in size, and 3 feet in height be
up
approved, P with the stipulation that such signs bear no advertising message, including logos.
PP
Fuel Marquee Signs and Under Canopy (Shingle) Signs
Thea applicant has agreed to adhere to the Oro Valley Sign Code with respect to these sign
PP g
types.
SUGGESTED MOTION:
The Development Review Board may wish to consider one of the following motions:
Provided the Town Council approves the applicant's request for an economic benefit exemption
of the Town's adopted Sign Codes, I move to recommend that the Council approve OV13-98-33,
P .
the Rooneyanch Center Comprehensive Sign plan, with the stipulation that it be revised to be
Y P
in full compliance with Staffs recommendation as shown on the table appended to this report.
P
Further, it is our recommendation that, provided a sign permit application meets the adopted
guidelines, It may be approved administratively.
OR
Provided the Town Council approves the applicant's request for an economic benefit exemption
of the Town's adopted Sign Codes, I move to recommend that the Council approve OV13-98-33,
the Rooney Ranch Center Comprehensive Sign plan, with the stipulation that it be revised to be
in full compliance with Staffs recommendation as shown on the table appended to this report.
The DRB recommends the following amendments to the Staff-suggested
changes . Further, it is our recommendation that, provided a sign permit
application meets the adopted guidelines, it may be approved administratively.
OR
I move to recommend that the Town Council deny the Rooney Ranch Comprehensive Sign
Plan, finding that:
ATTACHMENTS:
1. Staff Recommendation (Chart)
2. Applicant's proposed Comprehensive Sign Plan
3. Economic Development Analysis
13-98-331signdrb.rpt
10
SIGNS Sec. 12-101
2. Provide an improved visual environment for residents and visitors.
C. It is
not the intent of this sign ordinance to repeal, abrogate, annul or in any way impair or
interfere with existingprovisions of other laws or ordinances, except those specifically repealed
by this ordinance.
Sec. 12-102 Requirement for Conformity
A. It shall be illegal for a sign to be designed, constructed, installed or maintained in the Town of
Oro Valley except as provided in this Code.
1. All signs designed, erected, altered, relocated or maintained contrary to the provisions
of this code are declared to be nuisances and such nuisances may be abated as provided
by law.
2. The violation of any provision of this chapter, or failure to comply with any order or
regulation made hereunder, shall constitute a misdemeanor.
The Town of Oro Valley, upon a vote by a majority of the Town Council, at a duly
3. Y P
noticed public hearing, may exempt itself from any or all provisions of this code.
4. TheP rovisions of this chapter shall not apply to the placement or maintenance of public
art in the Town or State rights-of-way, or on Town property. _
B. Economic Benefit Exemption Enabled - When, by a majority vote of the Town Council, a
proposed development is classified as an "economic benefit" to the Town of Oro Valley, these
P P
sign requirements may be waived in favor of an alternative sign package.
1. Economic Benefit Defined-In order for the Town Council to make a finding of economic
benefit, the proposed development must:
a. Provide a significant amount of additional on-going revenue to the Town of Oro
Valley,
- OR -
b. Provide significant additional employment for Town residents.
2. Alternative Sign Package Review - Proposals for an alternative sign package shall be
reviewed by Town staff for completeness prior to consideration by the Development
Review Board, which shall make a recommendation to the Town Council for final action.
C.
PAD Iriclusion Enabled - In the event that a Planned Area District (PAD) has established its own
sign requirements, the owners/residents of lands within identified planning areas of that PAD may
elect to operate under Chapter 12, Sign Requirements.
Chapter. 12 Sign Code requirements, a letter of
Inclusion Review - In order to elect Cha
PAD P
Oro Valley Zoning Code Revised 12 - 2 (Rev.9/95)
Rooney Ranch
Center
1 -
I
Comprehensive Sign Plan
Prepared for
� Town of Oro Valley
11
Prepared by:
Barclay Group
8145 N. 86th Place
Scottsdale, Arizona 85258
Territorial Sign Co.
3400 E. Alvord
Tucson, Arizona 85706
I
I _
1111 ROONEY RANCH CENTER
I
Comprehensive Sign Plan
111 Sign Specifications and Requirements
11
Rooney Ranch Center is a mixed use retail center located at the
11 southwest corner of Oracle Road (U.S. Route 77) and First Ave. within the
Town of Oro Valley.
IIThe purpose of this sign plan is to create a graphic environment that
affords individual and distinctive identity for each business and is also
II integrated and compatible within the center .The total concept is to give an
impression of quality, professionalism and instill a total managed business
11 image.
The plan has taken into consideration the unique character of the Town
IIIof Oro Valley and its desire to provide an professional and attractive
appearance for its visitors and residents traveling on Oracle Road.
Upon completion Rooney Ranch Center will combine to bring 300,000
square feet of architecturally distinctive retail and mixed use space for
11 businesses to the expanding Oro Valley area.
I
The Sign Plan will include:
111
•site plan
4 •sign criteria
•elevations
•exhibits
11 "
Rooney Ranch Center
SIGN CRITERIA
1. GENERAL
R. The following specifications are to be used for the design of
Rooney Ranch Center signs; however, in all cases final written
approval by Owner/Developer management is required prior to
manufacturing and installation of all signs.
1. Submittals - Tenants shall submit 3 sets of detailed shop
1111 drawings outlining location sizes, design, color, materials
graphics and installation details on building elevation.
2. Procedure: Sign drawing submittal will be submitted in three
(3) copies to Owner/Developer, Barclay Group, 8145 N 86th
Place, Scottsdale, AZ 85258, for review, comment and
written approval, prior to application for sign permit. One
copy will be returned to the contracted sign company and two
111 copies shall be retained in the owner/developer file.
3. Written approval and conformance with this specification
does not certify or imply conformance with municipal and
other applicable sign codes. All signs must be permitted and
must comply with Town of Oro Valley sign codes and
electrical codes. Receipt of a sign permit must be received
prior to manufacturing and installation of all signs.
4. No signs, advertisement, notices, or other lettering shall be
displayed, exhibited, inscribed, painted or affixed in any
manner to any part of the building exterior except as
approved writing by Landlord.
•
II. DESIGN REQUIREMENTS
A. Sign copy shall be limited to business trade name, company or
corporation, or the principal products sold therein. The use of a
trademark or service mark, or other established corporate insignia
which has been displayed or associated with Tenant's firm name
shall be permitted subject to Landlord's approval.
B. Anchor Business's - Business's occupying space exceeding 30,000
square feet.
1. Signs text shall be individual reverse pan channel, halo back
lit, stud mounted metal letters. Letters are not to be mounted
on a raceway.
Logos may be internally illuminated , 3/16" acrylic with trim
11 cap or metal retainers
Color and design of logo's, returns and typestyle shall
conform to established corporate standards.
Color of face shall be selected from the following;
Red, Orange, White, Black or Patina Copper
Sign area shall not exceed 10% of business frontage wall
area. Signs shall be mounted on facia or building wall.
2. Target sign specifications.
Target with logo 176 sq. ft.
Garden Center 88 sq. ft.
Pharmacy 50 sq. ft.
Total 314 sq. ft.
Signs shall be permitted as above.
Height of letters not to exceed 72"
MOM
3. Fry's sign specifications
East elevation
Fry's Food & Drug 212 sq. ft.
Bakery Deli 43 sq. ft.
111 Liquor 23 sq. ft.
Pharmacy 35 sq. ft.
Total 313 sq. ft.
North elevation
111 Fry's Food & Drug 120 sq. ft.
Signs shall be permitted as above.
Height of letters not to exceed 72"
4. Home Depot sign. specifications.
Signs shall be permitted as above.
Height of letters not to exceed 72".
C. Sub Anchors- Business's occupying space - 29 999 s . ft.
12,000q
Same as anchor business's specifications.
Heights of letters not to exceed 60"
111 D. Mini anchors - Business's occupying spaces 7,500 - 11,999 sq. ft.
Same as anchor business's specifications.
Height of letters not to exceed 48"
1111 E. SHOP TENANT SIGNS - Business's occupying space up to 7,499
sq. ft.
(3)
111
Signs shall be individual reverse pan channel, halo back lit,
copper patina metal letters. Stud mounted.
Typestyle per tenant design.
The overall length of spread of letters shall not exceed 80% of
11) canopy or store front width.
The overall height shall be lesser of 40" or 80% of the vertical
sign band of the building facia.
1111 F. UNDER CANOPY SIGNS
Each tenant shall identify their store name only on a under
canopy sign as per the attached exhibit.
G. PAD BUILDING SIGN
Signs shall be individual reverse pan channel, halo back lit
copper patina letters. Stud mounted.
111 Individual pan channel, internally illuminated, wall mounted
cabinet trademarks or other established corporate insignias are
permitted with approval of Owner/Developer.
Typestyle per tenant design.
Each elevation face exposed to the public shall be allowed sign
area not to exceed 3 square feet for each linear foot of building
frontage.
111 Signs shall be mounted on facia or building wall.
H. DIRECTIONAL SIGNS
Signs necessary for on premise traffic control and the
performance of business transactions from a vehicle.
_ Maximum area six square feet, maximum height three feet.
Signs to be permanently affixed to ground.
1111
I. FUEL SALES MARQUEE PRICE SIGNS
As outline in Section 12-502 of the Oro Valley Sign Code.
Logos are permitted with approval of Landlord and Town of
Oro Valley.
J. MENU BOARDS FOR DRIVE -THROUGH FACILITIES
As outlined in Section 12-502 of the Oro Valley Sign Code.
K. Monument signs - Type I (as per exhibit).
Sign shall be constructed of masonry as per existing signs.
Tenant copy area to be push thru routed face with internal
illumination.
Locations as per site plan.
Overall height 10' 6". Colors as per established corporate
standards
L. Monument Sign - Type II (as per exhibit)
The purpose of this sign is to identify the center, its major
businesses and to accommodate the possible addition of a
theater complex and other retail or multifamily uses. The design
would match the existing monument sign in style and colors.
1111 Business copy area to be push through routed face with internal
illumination
Location as per site plan.
Overall height 14'. Colors as per established corporate colors.
(see exhibit)
(5)
. ,
::—_— ...
CONSTRUCTION REQUIREMENTS
1. All penetrations of the building structure required for sign
installation shall be neatly sealed in a water tight manner.
2. No labels shall be placed on the exposed surfaces of signs except
those required by local ordinances. Required labels shall be
applied in inconspicuous locations.
3. All neon shall have P-K Housing
4. All electrical will be U. L. approved or equal.
5. Transformers shall be concealed behind facia and mounted in
metal boxes. No exposed wires, J boxes, etc.
6. Wall signs will be centered vertically and horizontally on the
facia. Unless otherwise deemed necessary by owner/developer.
(6)
111. Ililli a 'Il 'FIRST AVE.
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SIGNS Sec. 12-101
2. Provide an improved visual environment for residents and visitors.
C. It is not the intent of this sign ordinance to repeal, abrogate, annul or in any way impair or
interfere with existing provisions of other laws or ordinances, except those specifically repealed
by this ordinance.
Sec. 12-102 Requirement for Conformity
A. It shall be illegal for a sign to be designed, constructed, installed or maintained in the Town of
Oro Valley except as provided in this Code.
1. All signs designed, erected, altered, relocated or maintained contrary to the provisions
of this code are declared to be nuisances and such nuisances may be abated as provided
by law.
2. The violation of any provision of this chapter, or failure to comply with any order or
regulation made hereunder, shall constitute a misdemeanor.
3. The Town of Oro Valley, upon a vote by a majority of the Town Council, at a duly
noticed public hearing, may exempt itself from any or all provisions of this code.
4. The provisions of this chapter shall not apply to the placement or maintenance of public
art in the Town or State rights-of-way, or on Town property.
B. Economic Benefit Exemption Enabled - When, by a majority vote of the Town Council, a
proposed development is classified as an "economic benefit" to the Town of Oro Valley, these
sign requirements may be waived in favor of an alternative sign package.
1. Economic Benefit Defined- In order for the Town Council to make a finding of economic
benefit, the proposed development must:
a. Provide a significant amount of additional on-going revenue to the Town of Oro
Valley,
- OR -
b. Provide significant additional employment for Town residents.
2. Alternative Sign Package Review - Proposals for an alternative sign package shall be
reviewed by Town staff for completeness prior to consideration by the Development
,Review Board,which shall make a recommendation to the Town Council for final action.
C. PAD Inclusion Enabled - In the event that a Planned Area District (PAD) has established its own
sign requirements, the owners/residents of lands within identified planning areas of that PAD may
elect to operate under Chapter 12, Sign Requirements.
PAD Inclusion Review - In order to elect Chapter 12 Sign Code requirements, a letter of
Oro Valley Zoning Code Revised 12 - 2 (Rev.9/95)
EXCERPT FROM THE DRAFT DRB MINUTES OF 3-18-98
Ov13-98-33 ROONEY RANCH CENTER COMPREHENSIVE SIGN PLAN
Norm Phillips brieflydiscussed the Fiscal Impact Analysis for the Oro Valley Retail Center
development. The analysis shows that this development will generate a significant economic
benefit to the Town. This projectfullymeets the requirement for classification as "an economic
benefit to the Town of Oro Valley as described in Section 12-102B of the Oro Valley Zoning
Code.
Valerie Feuer introduced the staff report into the record. In November of 1997, the Mayor and
P .
Council approved the Oro ValleyRetail Center development plan. The project will be anchored
PP
by a new Target store, near the south end of the development, and six new buildings, retail space,
will link the Target with the existingFry's Food Store. The entire project occupies Parcel D of
g rY
the Rooney Ranch (AKA Oro Center) PAD, at the southwest corner of Oracle Road and
Valley
North First Avenue. The recently approved Burger King, Pizza Hut and Wells Fargo projects are
also considered to be apart of this development. Target officials have submitted a letter to the
Town Council, requesting and Economic Benefit Exemption from the Sign Code regulations (see
q g
Sec. 12-102B). On April 1, 1998, the Council will consider whether or not to grant such
P
exemP Target In the meantime, the Tar et representatives have presented a conceptual sign plan for
the Oro Valley Retail Center for Staff and DRB review and comment. If the Council determines
that thisJro'ect may be classified as an "economic benefit" to the Town, based on the two criteria
P
listed in Sec. 12-102 B, the Council will then review Staff comments and DRB recommendations
as theyrelate to an alternative sign package for this center and take action. The topic of
discussion is a draft set of sign guidelines, as proposed by Target officials, which would govern
all future signage e for the development, not previously approved by the full DRB and /or the DRB
� P
Agenda Committee. It should be noted that the Fry's Food Store has submitted a new sign
g
package a as well, which replaces the existing copper patina pan channel letters with red characters,
all internally illuminated.
Don Chatfield briefly explained to the Board that the Development Plan for the Target store was
submitted early last fall. The applicant had some concerns about signage and talked with the
Pg
lannin staff about what the Town Sign Code would allow. The Barclay Group took over the
sign package for Target, and several meetings have taken place with staff regarding that issue.
The biggest issues have been the color of the Target sign and the illumination. The Barclay
Group, which is building out the rest of the retail center, also had a concern for the marketability
of the remaining pads and building sites in terms of the kinds of users they can attract, and are
concerned about the restrictions of the signage. Staff has taken the position that on the wall
signage, consideration needs to be taken for illumination, since these signs are difficult to read at
g
night. Other issues are monument signs along Oracle Road. However, the only issue the DRB
needs to consider tonight are the design issues.
Valerie Feuer discussed each item in the signage package with the Board, the first being the Size
proposal. The applicant proposed four different business classifications, based on square footage.
Staff agreed with the applicant's rationale on providing the differentiation, but recommended
different "break-off" points, bysize, to define each type of tenant. Both Fry's and the Target
Store sign packages
fall well under the size limit, however, the OV Sign Code says that no wall
sign area may exceedsquare
150 feet for one business. The wall sign areas proposed for
any
both these anchors are twice that size.
Glueck asked if representatives from Target were present and they were not. Member
Mary p
GlueckTargetasking
commented that is for a 6 foot sign and Fry's currently has a 3 foot sign.
She asked what staff recommended and Valerie replied that 6 feet is the standard height for
Target. Member Underwood asked if what was being proposed is a new monument as colorful as
they
wanted it to be and internallyilluminated. Valerie clarified that the letters in the name of the
store would be halo illuminated and restricted by the size. The logo, as allowed by the code,
be internallyilluminated for the symbol only would and would not include the background.
would Y
Richard Underwood stressed that a middle ground must be found in dealing with the development
community and sign issues in order to make this town as attractive as possible.
Discussion continued regarding the color being proposed. The applicant's proposed guidelines
g g
permitregisteredcorporate the use of co orate logos in any color, within the size limitations established.
Text for all signs, as proposed, must be either red, orange, copper patina, black or white pan
P
channel metal letters. The Oro Valley Sign Code states that all colors, with the exception of
fluorescent or iridescent colors, areP ermitted; however, Sec. 12-403B goes on to state that,
"Signs colors for permanent signs within a complex or development shall utilize complementary
and consistent color schemes". Staff has been advised that the use of a registered corporate logo
is a First Amendment of speech)eech) issue. Staff supports the applicant's right to display
(freedom
logos in any registered trademark color or configuration, with the size restrictions set forth herein.
g
Staff suggests that all sign text within the development be constructed with metal reverse pan
channel letters in either copper patina or a toned-down red.
Member Allen commented that the copper patina looks professional in his opinion. Member
Underwood stated that onceeo le know that Target is coming, it won't matter what kind of sign
P P
they have, people will shop at their store.
Valerie Feuer discussed the construction proposal and explained that the applicant proposes that
all text for wall signs shall be metal pan channel. Logos are not addressed in terms of
construction. Staff informed the applicant that cabinet signs were also permitted, provided they
were recessed into the face of the building. The applicant proposed that cabinet signs, if used,
should be allowed to protrude 5 inches from the building façade. Per Code, only the characters
of a cabinet sign, the actual text or elements of a logo, may emit light. Staff supports that
cabinets protrude up to 5 inches from the building façade for all in-line tenants. The Board had
no problems with staff recommendations. The next item discussed was Logos. The applicant's
intent is to allow the free use of logos with corporate colors, with some restriction on height.
Staff would not suggest restricting logos in terms of the color, or a corporation's right to display
them. The Zoning Code permits a maximum character height of 4 feet, including any logo.
Member Glueck suggested that the logo letters be no larger than the cabinet which is 36 square
feet.
that was discussed was typeface. The applicant proposed that tenants in this
The next issue
g
complex may
choose from the full range of fonts and typestyles, including any typestyle which
provides corporateidentity. Staff members have determined that it is consistent sign color, which
ty
provides harmonyand unifies a development, more than consistent typestyle. The Board had no
P
problems with the typeface.
Illumination was the next item of discussion. The applicant proposed that all sign text in this
development be halo-illuminated and that all logos on all shops, except the shop tenants with less
7 499 square feet of floor space maybe internally illuminated. The code permits internal
than q P
illumination of pansign channel letter text and logos (less restrictive than that proposed) but
restricts the illumination of the background of cabinet signs. Staff supported the applicant's
proposal in terms of illumination.
Member Underwood asked for a definition of halo-illumination and Valerie Feuer explained that
back lit and halo illuminated were the same thing. Mary Glueck suggested a restriction on the
wattage of the illumination of the signs. Member Wind felt the challenge was to establish a light
level that was satisfactory to theapplicant but not too bright. Don Chatfield reminded the Board
that signs can only be illuminated until 10:00 p.m., or the close of business.
Type I Monument Sign was the next topic of discussion. The applicant proposed monument signs
that would identifythe anchor tenants. As proposed, the stuccoed support structures will be 10
feet, 6 inches in height, with an internally illuminated sign area, to include the name of the center
and the anchor tenants. Three arero osed, two on Oracle Road and one at the main entry. To
P P
improve visibility, Staff recommended that a new design be drawn, with a maximum text area of
50 square feet and a maximum height of 8 feet above grade. The signs shall be provided with
q g
planters
landscape at their bases to soften appearance. Staff supported the addition of one new
Type I sign, based on the scope of this development and the fact that it is located along Oracle
Road frontage.
In member Wind's opinion 8 feet was too high, and Member Glueck agreed. Chair Lewis asked
P
if this would be a bigger version of what was already there and Valerie Feuer replied yes.
Member Underwood asked if this sign would be by the wall or out by the road. Valerie replied
out by the road. Member Glueck questioned why a 10 foot sign was needed to advertise on First
Avenue. Member Wind agreed, and felt it was strictly for advertising and not for identification.
There was discussion among the Board members that an 8 foot sign would be okay for the Oracle
Road entrance, with a 6 foot sign on First Avenue as long as there were planters at the base of
both. Richard Underwood asked if what was being proposed now would come back to the DRB,
or if it would go to Council. Valerie Feuer suggested that it could come back to the Board,
before it went to Council for final approval.
In regard to Type II signs, staff could only support approval for a theater use. If this became a
reality, it would be discussed in depth at a later time.
The next issue was directional signs in which the applicant proposed that on-site directional signs
be up to 6 square feet in area, 3 feet in height. Staff recommended that up to 4 square feet in
be approved, with the stipulation that such signs bear no advertising
size, and 3 feet in height pp P
message, including logos. The Board had no problems with staff recommendations.
Mike Cadden commented that the Town should stick to the high standards in the Codes regarding
signs. He also feltP that if this was an important issue, Target would have had representation at
this meeting, at least to let the Board know what the signs were going to look like and why they
p
needed to have an
economic exemption. In was his opinion that this must not be a critical issue
future reviews of this type of development, the less the Board gives away the
for Target.. For
less you would have
to deal with in future reviews. Mr. Cadden felt the highest standard should
be kept in all decisions.
Mark Lewis,
11810 N. Copper Butte, commented that he saw no reason for the Board to bend the
rules for big
business. The sign code includes retail development and it is a good code. He felt
signage needed to be reasonable. If the sign code was changed for these people the next
developer
will want to change the rules also. Mr. Lewis felt the small businesses were the
backbone oty
f the community. A standard has been set and the code should be followed. He asked
the Board to deny the request.
Mary agreedrepresentatives Glueck that from Target should been present. She commented that
Board couldgo through the staff recommendations item by item, and asked if is this was
the g
acceptable, or if it should be revisedper the Town Code. Mr. Allen asked what the big
.
differences were between the proposal and the Town's Code. Valerie Feuer replied that size and
P P .
maximum height were bigdifferences for anchor and major tenants. The illumination and sign
g
construction were consistent with the Code. The Board discussed and agreed that logo's should
go to the Agenda Committee regarding size and color.
Norm Phillips brieflycommented that there have been discussions with the developer on the
interpretation of the code. Mr. Phillips thought it odd that there was no representation for the
rp P
applicant, as they wanted things to move quickly.
MOTION: Moved, seconded (Underwood/Allen) and carried by a 5-0 vote,
(Fogeistrom/Smith-absent) rovided the Town Council approves the applicant's request for
P
an economic benefit exemption of the Town's adopted Sign Code, to recommend that the
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Council approve OV13-98-33, the Rooney Ranch Center Comprehensive Sign plan, with the
PP
stipulation that it be revised to be in full compliance with Staff's recommendations, and
P �
subject to DRB's recommendation that follow. Further, it is recommended that, provided
the sign permitapplication a lication meets the adopted guidelines, it may be approved
administratively.
DRB recommendations:
1. Size: anchor five feet, sub-anchor 4 feet, mini-anchor 4 feet and sign area per staff
recommendations.
2. Color: copper patina on the pads and toned down red on connecting buildings.
3. Logo: if it does not match the letter color it goes to the Agenda Committee
4. Construction: per staff recommendations
5. Logo size: no taller than the sign letters on the building, and per staff
recommendations
6. Typeface: per staff recommendations
7. Type I Monument Sign: 8 feet above grade on Oracle Road and 6 feet on First
�
Avenue with planters at the base.
8. Illumination: per staff recommendation
9. Type II Monument Sign: per staff recommendation
10. Directional Signs: per staff recommendation
1 .
TOWN OF ORO VALLEY
C
COMMUNICATION NICATION MEETING DATE: April 15, 1998
r
TO: HONORABLE MAYOR & COUNCIL
FROM: Melissa Shaw, Planner I
SUBJECT: OV13-98-33 Addendum to the Oro Valley Retail Center (Rooney Ranch)
Comprehensive Sign Package reaardin2 a Proposal by Wells Fargo Bank
BACKGROUND:
•
Wells Fargo Bank, currently under construction and nearing completion, is located on one of the Pad sites
originally approved with the Fry's Grocery Store. Although the Bank submitted a sign application on March
g y PP
24, 1998, they are proposing through their attorney, Mr. David Jones, an alternative proposal to the Oro
ValleyRetail Center Comprehensive Sign Package, under which they are requesting to have their sign
proposal evaluated. In this report, the differences and issues between the Wells Fargo proposed sign are
compared against the Comprehensive Sign Package; Council approval of the proposed signs is not part of this
report.
SUMMARY:
Comprehensive primary issue raised by Wells Fargo is that their proposed sign does not fit into the p rehensive Si gn
Package because as designed, the text portion of the Wells Fargo sign is incorporated into the logo. The text
part of the logo is the words "Wells Fargo Bank". Mr. Jones has stated that separating text from the
remainder of the logo will compromise the trademark status of the sign, as indicated in his April 3rd letter,
attached. As such, Mr. Jones has presented proposed modifications to the Oro Valley Retail Center
Comprehensive Sign Package before the Council tonight. It should be noted that the basis of the modified
text proposed by Wells Fargo is from the Barclay Group proposal and not staff and DRB recommended
package. A summary of the proposed modifications and comparison to the Pad sign standards from the
Comprehensive Sign Package follows:
Pad Signs Size and Location
Wells Fargo Proposal:' For logos, limits to 10 square feet except where identification text is incorporated
into the logo, trademark or insignia, in which case the size, including the logo, may be the total area
otherwise permitted for text sign (one square foot per linear foot of building façade). Proposes locating on
three sides.
Comprehensive Sign Package: Limits logos to 10 square feet, and text to one square foot per building façade
on which the sign is located, 36" character height for single line, 24" for two lines. Limited to a total of two
sides, and must be facing a street.
Staff Comment: The Wells Fargo proposal would permit fully illuminated cabinet signs, 55 square feet in
size. In considering the situation in which a logo includes text, staff recommends modifying the sign
TOWN OF ORO VALLEY
.7OUNC
IL COMMUNICATION Page 2 of 4
when a logo includes text, a logo area up to 20 square
package to permit, feet in size, instead of the 10'
feet square
permitted for logos only. We do not recommend changing the locational requirement.
Pad Signs Color and Construction
Wells FargoProposal: copper Red or co er P atina as the predominant sign color; if the predominant color is red,
the cabinet to be copper patina to provide a copper patina setting around the sign. Propose an 8" protrusion
for the cabinet.
Comprehensive SignPackage: Copper patina for the Pad building text; any color for logos. Cabinets for
pPP
-logos must be recessed and text pan channel.
StaffComment: As proposed, the Wells Fargo cabinet sign would include a standard cabinet sign,
P P
surrounded by a background of copper patina. Staff recommends retaining the sign package color
g
requirements but changing the logo recess requirement so that a logo cabinet may protrude up to 8" from the
q g g
building and must be surrounded by a copper patina frame.
Pad Signs Illumination
Wells Fargo Proposal: Where text is incorporated into the logo, the entire cabinet may be internally
lluminated.
Comprehensive Sign Package: Text to be halo-illuminated and logos, limited to 10 square feet in size,
p
internally illuminated. Logos may be internally illuminated provided only the characters emit light.
Staff ff Comment: Internal illumination of an entire cabinet sign as proposed by Wells Fargo presents concerns
regarding light pollution. The potential area being proposed for internal illumination is increased from a
g g
maximum of 10 square feet to 55 square feet in this example, including all characters, graphic and
background. According to the Town Code, "[i]t is the intent of the code to encourage...outdoor...lighting
P
ractices...which will reduce light pollution... . In keeping with the intent of this code, we do not
recommend any changes to the illumination portion of the DRB-recommended Comprehensive Sign Package.
With the staff proposed changes to permit a logo containing text up to 20 Sf in size, both graphics and text
would be permitted to emit light in an internally illuminated logo. The background would remain opaque.
Pad Directional Signs
Wells Fargo Proposal: Propose including directional signs on overhead canopies. Size not to exceed six
square feet or if identification copy included, limited to four square feet and shall be counted against the sign
area for that building face. The predominant color may be copper patina or red and if red, must be in a
copper patina setting.
':omprehensive Sign Package: Must be ground mounted up to 3 feet in height, 4 square feet total, only
characters may emit light if internally illuminated or halo illuminated.
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION Page 3 of 4
Comment: The purpose of the Wells Fargo directional signs is to indicate ATM machines in the drive-
thruStaff p rp
lanes. Staff recommends modifying the DRB-recommended comprehensive sign package to include
f y g
overhead canopy signs, as proposed by Wells Fargo.
Staff Evaluation
As proposed, the Wells Fargo proposed modifications to the Oro Valley Retail Center Comprehensive Sign
P P � P P
Plan would permitfully a illuminated, 55 square foot cabinet sign of their corporate logo on three sides of the
new bank. Thisro osal is inconsistent with both the proposed Comprehensive Sign Package and the
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approved pad buildi.ng s signs (Burger King, Pizza Hut), the predominant color and style of which is halo-
illuminated,
PP
illuminated, coPP er patina text, and a recessed, partially illuminated logo. As the new bank is directly in-line
with the under-construction stores, and future pad sites, the signs as presented would conflict in style, size,
illumination and color. Staff does recommend some modification to the proposed Comprehensive Sign
Package, as noted above and summarized below.
DEVELOPMENT REVIEW BOARD ACTION:
The Development Review Board has not reviewed the changes to the Comprehensive Sign Package as
proposed byWells Fargo Bank, as staff did not receive the request until after the March 18, 1998, DRB
P
meeting. If the Town Council chooses to adopt the Wells Fargo proposal, we recommend sending the
lroposal back to the DRB for review.
RECOMMENDATION:
Planning staff recommends modifying the DRB-recommended Comprehensive Sign Package to include the
following changes to the pad building signage of the Oro Valley Retail Center:
Logos. When text is incorporated into the corporate logo, the logo may be up to 20 square feet in size.
Logos must be located within a copper patina frame cabinet, not to protrude more than 8" from the face of
the building. Logos may be internally illuminated but only text and graphics may emit light.
Directional Signs. Planning staff recommends adopting the Wells Fargo proposal for directional signs, to
includeP ermitting directional signs on overhead canopies. The size must not exceed six square feet or, if
identification copy (text and logo) included, is limited to four square feet and shall be counted against the sign
area for that building face. The predominant color may be copper patina or red and if red, must be in a
copper patina setting.
SUGGESTED MOTION:
The Council may wish to consider one of the following motions:
I move to approve an addendum to OV13-98-33, the comprehensive sign guidelines, modified by staff based
on a proposal presented by Wells Fargo Bank, as reflected in Exhibit "A". The modifications must be
included into the five copies of the guidelines, as approved, to be submitted for the Town's records.
T.-- TOWN OF ORO VALLEY
I
.OUNCIL COMMUNICATION Page 4 of 4
OR
.
I move to approve an addendum to OV 13-98-33, comprehensive rehensive sign guidelines, modified by staff based
P
byWells Fargo Bank, as reflected in Exhibit "A". The following additional changes
on a proposal presented
must be made to the proposal, pursuant to this motion: . The modifications
p
into the five copies of theguidelines, as approved, to be submitted for the Town's records.
must be includedp PP
OR
I move to denyan addendum to OV13-98-33, the comprehensive sign package before the Council, this
evening, and as modified by the DRB, finding that:
ATTACHMENTS:
1. Exhibit "A"
2. Letters from David Jones, P.C., dated April 3, 1998 and April 6, 1998
. it..)-0L
4i0
' a 1 'ng . d Zoning dministrator
•k 4 i, I.' a
- ft. - - i 1 t -4,#a,
11unity 0.ii •lopmen Dire for
°' i
Town Mana_-r
13-98-33\addsgntc.rpt
EXHIBIT A
CONDITIONS OF APPROVAL OF AN
ADDENDUM TO OV13-98-33, ORO VALLEY RETAIL CENTER (ROONEY RANCH)
COMPREHENSIVE SIGN PACKAGE REGARDING A PROPOSAL BY WELLS FARGO BANK
1. The following changes to the Comprehensive Sign Package shall be amended to include the following:
Logo. When text is incorporated into the corporate logo, the logo size may be up to 20 square feet in
g
size. Logos may be located within a copper patina frame cabinet, not to protrude more than 8"
the face of the building. Logos may be internally illuminated but only text and graphics may emit
light. Directional Signs. Directional signs may be permitted on overhead canopies. The size may not
g
exceed six square feet or, if identification copy (text and logo) is included, is limited to four square
feet and shall be counted against the sign area for that building face. The predominant color may be
copper patina or red and if red, must be in a copper patina setting.
2. The above modifications shall be included in the Comprehensive Sign Package.
• LAW OFFICES f
DAVID K. JONES, P.C.
A PROFESSIONAL CORPORATION
ONE ARIZONA CENTER
SUITE 980
DAVID K.JONES 400 EAST VAN BUREN STREET
DARIN A. SENDER PHOENIX,ARIZONA 85004 (602) 340-0900
LARRY S. LAZARUS, OF COUNSEL FACSIMILE (602) 340-8955
April 3, 1998
RECEI
VED
Via Telefascimile (520/742-1022)
APR 0 6 1998
and First Class Mail
Town of Oro Valley
Don Chatfield
TOWN OF ORO VALLEY
Planning and Zoning Director
11000 N. La Canada Drive
Oro Valley, Arizona 85737
Re: Rooney Ranch Center
Comprehensive Sign Plan
Dear Don:
Bank,I sincerelyappreciate the time that
On behalf of Wells Fargo pp _you,Melissa and Norm
Phillips made for me on Wednesday. It sounds to me like, with some minor modifications to the
y
sign plan and to Wells Fargo's plans to develop better consistency, we may be able to see this
through.
•
Let me re-cap a few things for your file. Following the merger between First Interstate Bank
and Wells Fargo,it was imperative to convert the identity of the old First Interstate branches. Wells
Fargo had hired one of the nation's top graphic designers to capture the spirit of Wells Fargo's
historical roots andro essiexpansion into an image which would become its identity into the
p �' ve
21"Century. logodesign That was new with the First interstate merger. With the exception of a
cop compromised le of locations that were in the heat of the first wave of conversions, to Wells
Faro's previousgold lettering, the red and black logo is uniformly displayed at Wells Fargo
Fargo'sg
branches. Thegold letteringon a red background is evocative of the gold lettering on the old Wells
�
Fargo stagecoaches.
The Rooneyanch Center roe is a First Interstate commitment that Wells Fargo Bank
Y property�Y
has undertaken and has become enthusiastic about. We have explained why we have to maintain a
uniformity of signdis la for purposes of maintaining Wells Fargo's trademark protection.on. You
haveimpressedupon us that the designcontinuity of Rooney Ranch Center extends beyond
architecture and landscaping, to signage display. The challenge has been how to marry the two
� ge p
interests involved. It obviously has required a little more thought on both sides.
Don Chatfield
April 3, 1998
Page -2-
The Wells Fargo logo differs from the type of logo involved in the Target store,because the
text of the sign and the red/black juxtaposition is integral. With some modification to the logo
standards to accommodate this kind of logo, we are much closer than we initially thought.
Fortunately,the predominant color of Wells Fargo's sign is consistent with the sign color for Target
and Fry's. upon Based u on our discussion,we have directed Wells Fargo's architects to develop a design
solution top lace the identification signs in a copper patina setting to establish visual continuity
between the bank signage and the other pad building signage. We will present that for your review
prior to the April 8th City Council hearing.
The language of the comprehensive sign plan needs to be tweaked to accommodate the
blending of design objectives we have discussed. Enclosed is a proposal to make such a
modification which preserves the prime objectives for the Center as well as for Wells Fargo.
We have discussed the implications of the First Amendment and trademark protections
afforded to the signs. I am pleased that we are pursuing a design solution rather than discussing legal
issues. It was my hope at the outset that there was a win-win solution, and with your assistance I
think there is a creative way to achieve it.
will callyou after this has been dispatched so we maydiscuss it. Thank you again for
I p
rolling up your shirt sleeves to work this matter through, and please call if there is any information
we can provide that would be useful.
Sincerely,
OP
051.) r-
David K. R
cc: Bill Vandrovec
PROPOSED MODIFICATIONS
COMPREHENSIVE SIGN PLAN
ROONEY RANCH CENTER
Amend Section II(G), design requirements for Pad building signs, as follows:
* * *
Individual pan channel,internally-illuminated,wall mounted cabinet
trademarks or other established corporate insignias are permitted with
approvalOwner-Developer.of Ower-Developer. INTERNALLY ILLUMINATED
CABINET LOGOS, TRADEMARKS OR CORPORATE
INSIGNIAS SHALL BE LIMITED TO 10 SQUARE FEET IN
AREA, EXCEPT WHERE IDENTIFICATION TEXT IS
INCORPORATED INTO THE LOGO, TRADEMARK OR
INSIGNIA, IN WHICH CASE: (1) THE AREA OF THE SIGN
SHALL NOT EXCEED THE SIGN AREA OTHERWISE
PERMITTED FOR THE BUILDING FACE ON WHICH THE SIGN
IS LOCATED, (2) THE PREDOMINANT SIGN COLOR SHALL
BE EITHER COPPER PATINA OR RED, AND (3)IF THE
PREDOMINANT SIGN COLOR IS RED, THE SIGN CABINET
SHALL BE COPPER PATINA IN COLOR AND THERE SHALL
BE PROVIDED A SETTING AROUND THE SIGN WHICH IS
s
COPPER PATINA IN COLOR.
* * *
Signs shall be mounted on fascia or building wall. WALL-
MOUNTED CABINET SIGNS MUST NOT PROTRUDE MORE
THAN 5 INCHES FROM THE FACE OF THE WALL, EXCEPT
THAT WHERE A SIGN CABINET IS REQUIRED TO BE
COPPER PATINA IN COLOR AND PROVIDED IN A SETTING
WHICH IS COPPER PATINA IN COLOR, THE CABINET MAY
PROTRUDE UP TO 8 INCHES FROM THE FACE OF THE
WALL.
s
r
Amend Section II(H), Design requirements for Directional Signs, as follows:
* * *
Maximum area six square feet, maximum height three feet.
OVERHEAD DIRECTIONAL SIGNS MAY BE PROVIDED FOR
DRIVE-THROUGH CANOPIES, PROVIDED: (1) THE
DIRECTIONAL COPY AREA DOES NOT EXCEED SIX
SQUARE FEET, (2) IF IDENTIFICATION COPY IS USED, IT
SHALL NOT EXCEED FOUR SQUARE FEET AND SHALL BE
COUNTED AGAINST THE SIGN AREA FOR THAT BUILDING
FACE,AND(3)THE PREDOMINANT SIGN COLOR SHALL BE
EITHER COPPER PATINA OR RED, AND IF THE
PREDOMINANT COLOR IS RED THE SIGN CABINET MUST
BE COPPER PATINA IN COLOR.
Signs to be permanently affixed to ground, EXCEPT FOR
OVERHEAD CANOPY DIRECTIONAL SIGNS AS PROVIDED
ABOVE.
LAW OFFICES
DAVID K. JONES, P.C.
A PROFESSIONAL CORPORATION
ONE ARIZONA CENTER
SUITE 980
DAVID K.JONES 400 EAST VAN BUREN STREET
DARIN A. SENDER PHOENIX, ARIZONA 85004 (602) 340-0900
LARRY S. LAZARUS, OF COUNSEL FACSIMILE (602) 340-8955
April 6, 1998
Via Telefascimile (520/742-1022)
and UPS Overnight Express
Don Chatfield
TOWN OF ORO VALLEY
Planning and Zoning Director
11000 N. La Canada Drive
Oro Valley, Arizona 85737
Re: Rooney Ranch Center
Comprehensive Sign Plan
Dear Don:
This is to follow up my April 3rd correspondence to you. Frank Bangs was kind enough to
forward to me a copy of the Council staff report, which raises issues in addition to those I thought
we had resolved last Wednesday:
1. Number of Signs. Staff had recommended the ability to place signs on three sides of a
building, provided the aggregate area did not exceed the allowance for two sides of a building.
Wells Fargo supports and complies with this although the Design Review Board apparently did not
support it. The rear of Wells Fargo's building has prime visibility from the shopping center, and is
a logical location for a third sign. Since the sign would have virtually no visibility from beyond the
shopping center, this will have no adverse impact.
2. Logo Size. My April 3rd letter proposed a way to modify the area limitation where the
entire sign is incorporated into an integral logo.
3. Cabinet Recess. Protrusion is addressed in my April 3rd letter.
4. Directionals. My letter addressed the directional sign issue.
5. Timing. The minutes reflect that the Design Review Board wanted all logos to go to the
Agenda Committee regarding size and color. The bank is scheduled to open May 16th, and we are
g g g
already on a tight time frame for manufacturing and installing the signs. While it is not our intention
�
to leave the Design Review Board out of the specific sign review,we are concerned we may not have
sufficient time to get beyond a review by staff and by the Town Council.
i -
IWO
Don Chatfield
April 6, 1998
Page -2-
Enclosed herewith is ten copies of the Wells Fargo "sign family" as we discussed, and six
copies of a rendering of the building and three alternatives that incorporate the copper patina,as well
as the stone medallions which are already approved for the building. Please call as soon as you have
received this so we may discuss it.
Sincerely,
--/ 41‘/
David K. Jones
encl.
cc: Bill Vandrovec
Zo
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PROJECT
THE HOME DEPOT
B.....n •-1:;i'..0 •j'74,..........d.0..j 012oroonveayZyanAcirlizCeorinater
[11_1
TITLE
....,..., Monument Concept DESIGN NO.
95-E-021
SCALE
SHEET NO. DATE
5/12/95
VER SI IONS.
A
A
. , 01998,BLEIER INDUSTRIES,LTD.
This drawing and the ideas expressed
herein,remain the confidential property
of Bleier Industries,Ltd.This drawing
and the Ideas contained in it are not to
be reproduced,copied or disclosed to
any other person or entity without the
of Bleier Industries,Ltd.
....
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JJ
E,L........f..,...„,... 0 . ,,a =ton SALES CR 2 APPROVED BY:
Paul Bleier
2030 WEST DESERT COVE PHOENIX, ARIZONA 85029 (602) 944-3117 FAX (602) 395-0753
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LETTERING
Before we discuss the different types of lettering available and the different images
which they convey,some basic communication factors need to be mentioned: visibili-
ty, noticeability, readability and legibility.
Tour Design Criteria for Signs: VRNL
V = Visibility. This is the quality of a letter or number which enables an observer to
distinguish it from its surroundings. Other factors which affect visibility are viewing .
distance and environmental obstructions. (Figure 3 shows standard distance visibility
factors.)
FIGURE 3
SIGN VISIBILITY CHART
For 10" Black Block Letters on White Background
/►WALKING DOWN STREET:
A.• Ai. 6„,„
I I - .
Sign Location
Feet 1 t i t t t
800 700 600 500 400 300 200 100 0
Letter Word Message .
Visible Visible Recognition
(650 ft.) (600 ft.) (350 ft.)
DRIVING AT 30 MILES PER HOUR (44 feet per second):
\ 40311` 4111kPL Agellk" n
Sign Location
Feet t 1 i t t I I t
800 700 : 600 500 400 • 300 - 200 100 0
Seconds t.. ir.. i_ i t = t : I t i 1 _I I I I I I I I I t
19 18 17 16 15 14 13 12 11 10 9 8 7 6 5 4 3 2 1 0
Letter Word Message
Visible Visible Recognition
(14.8 sec.) (13.6 sec.) (8 sec.)
1►DRIVING AT 60 MILES PER HOUR (88 feet per second):
416111b.* 49111bb 411bln
Sign Location
Feet I t t l _1 I L 1
800 700 i 600 500 400 : 300 200 100 0
. • •
. Seconds 1 I . : t • J t l 1 1 I t
9 8 7 6 5 4 3 2 1 0
Letter . Word Message
Visible Visible Recognition
(7.4 sec.) (6.8 sec.) (4 sec.) •
i
Source: W.S. Meyers and RT. Anderson, 1974.
43
Business people should be wary of urban improvement programs which plant cer-
0 oaite Page tain types of trees in line with store front signs. One community in northern Califor-
PP
nia outlawed overhanging signs and then proceeded to plant bushy privet trees along
Lettering written upwards is usually the sidewalks. These trees very effectively screened the flat fascia signs from the view
of all but the pedestrians who were directly in front of a store. This type of"beautifi-
associated with positive attributes.
cation" considerably reduces the trade area of businesses and can lead to the deterio-
Photo courtesy of Art Group, Inc., ration of shopping areas.
R = Readability. This is the quality which enables the observer to correctly per-
Pittsburgh, PA.
ceive the information content of letters or numbers grouped together in words, sen-
tences or other meaningful forms. For a sign to be effective, it is not necessary that
each letter be discernable, but content readability is usually helped by a design that
enhances the distinction of each letter.
Readability is a critical factor in encouraging a potential customer to make a pur-
chase decision. A sign message must be readable early enough for a traveling viewer
to decide to stop in the vicinity of the store. It is helpful to know the real speed on
a street in order to check readability.A merchant can check the readability of his own
sign by driving and walking past his store and noting when the sign can first be seen
and when the message content is discernable. The speed of travel should be noted,
and a stopwatch should be used to determine when the sign first becomes visible and
then readable.
N = Noticeability. This refers to the quality of a sign which encourages people to
look at it. People usually fail to notice any visual stimulus that is in the environment
for an extended period of time. After a sign is up for a while, it will tend to become
part of the landscape and will not attract people's attention.This is called habituation.
By periodically changing some small element of the sign, such as a design element,
or by utilizing a changeable copy part of a sign to display products or special services,
a sign can maintain its attention-getting qualities.
L = Legibility. This refers to the characteristics of letters or numbers which make
it possible to differentiate them one from the other.
A well-designed sign should score high on all four communication criteria. Since
words are the most important elements of sign communication, lettering becomes a
critical design factor.
Many signs utilize plain block lettering,which tends to be the easiest to read. However,
lettering can do much to enhance the image of the business which the sign presents.
The lettering on a sign may suggest that a business is elegant and expensive, or it may
suggest discount prices and efficiency.
Today, there is a large variety of lettering styles available.Many type faces,especially
those that are ornate, complicated or have very fine strokes, will have to be modified
when used on a sign. Changing any letter from a layout board to an environmental
display will require some modifications.
•
44
Chapter Six : TIIE IMPORTANCE OF SIGN SIZE TO AI)VERTISING EFFECTIVENESS
In assessing the signage needs of a business and planning ways to design signs which
Kalmia Way will act as effective advertising, one often has to rely on information that is not scien-
A reasonably small sign can peaceful- tifically verifiable. Answers to questions such as "Is the lettering of a sign appropriate
to the nature of the business?" and "Do the colors of the sign create the desired at-
ly co exist with the environment. Pho mospher.e?"are difficult to analyze and interpret using objective methods. But the dic-
ta courtesy of Amidon & Co., Sand- nlents which determine how large a sign needs to the, such as the amount of time the
average motorist takes to read a message, the requirements of normal visual acuity and
wich, MA. the relationship of these two factors to the speed of traffic on a specific street, can
be answered with scientific data.
Few people realize how important the size of a sign is to a business. Merely changing
Pioneer Bank the size of a sign can dramatically alter the amount of business done by a store or other
Middle-sized businesses, such as retail Outlet.
banks, usually require moderate-sized Sign Size is Related to Business Volume
signs which often incorporate time-
Radio Shack initiated a marketing experiment to test the effect of increasing; the size
of the signs on its franchises. The test sample consisted of eight stores, each located
and-temperature units. Photo courtesy in a different state. Dealers selected for participation were classified as having an aver-
ageof Young Electric Signs, Ogden, UT.
or above average volume of business. Prior to the experiment, each test store was
identified by either a 3 x-i-ft. double-faced or a 2 x 10-ft.single-faced illuminated sign.
Since the Radio Shack Corp. furnished the sign,and the dealer paid only for installa-
tion, it was realized that the gift might encourage a positive attitude in the dealer. So
r;ua1i i as not to confound the study results, measurement of sales did not begin until two
/lin months after sign installation. Inflated purchase figures due to inventory build up were
• also eliminated.
The sales volume of the eight stores in the test period was compared with the same
period a year earlier. Nothing else was done which would have influenced the results
t % t j`_7
',: t•Y:i:I _ ;c ^• , �h ..1:44',t1' of the test,such as extra advertising or special prices. During the three-month test peri-
1;, , i `:) ' i n , „,4.$11`,.,,,,,,,. oc1, the collective sales of the eight stores increased 76,61% over the previous year's
purchases. Radio Shack Corp.could not attribute this increase to any factor other than
the increased size of the on-premise business signs.
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81
SIGNS AND TZlE MOTORIST
Almost all signs should be designed so that they can be read from a passing motor
vehicle. In nearly every business location, the vast majority of people who see a sign
are viewing it from a car or a bus.
HOW WE "SEE"
In order to determine how large a sign needs to be, it is helpful to first understand
how the human eye functions and how the brain receives and processes information
from the eye. The cyc sees, but the brain perceives. This is an important distinction.
Not all that enters our visual field is allowed to,enter our conscious awareness. Percep-
tion is seeing with our mind's eye. A message is perceived as meaningful only when
it arouses certain patterns in the brain. Familiar patterns are "encoded" more rapidly
than new configurations. Our eye secs many things which are not registered in our
mind because the patterns are not meaningful or are considered visual noise.
Contrary to popular belief, it is very difficult, if not impossible, under the normal
circumstances of daily activities to "overload" the information processing capacities
of the mind. Due to its sensory gauging capabilities, the brain simply will not allow
too much information to "blow its circuits," When you are talking to someone on a
busy Street corner, your brain blocks out the normal street noises. It takes an unusual
pattern to catch your attention, such as a loud screech or sudden silence. People who
say signs cause information overload and mental stress are not familiar with the func-
tioning of the human eye or brain. This is not to say that there are not certain sets
of tasks which may cause high stress due to the requirements of rapid decision-making,
such as those confronted by air traffic controllers and intensive care nurses.
The Eye Scans the Environment
Many people assume that the eye functions in much the same way as a camera, taking
in static scenes. In fact, if the eye is to be compared to any fabricated instrument, it
should be compared to radar. Like radar, it scans the environment,continuously charting
what it sees around it. While the analogy with radar is weak and falls apart under seri-
ous scrutiny, it is far more appropriate than the notion that the eye is similar to a camera
(Johansson, Gunnar. Visual Motor I erception. Scientific American, Vol. 232, No. 6,
June 1)75).
Normal Visual Acuity
Another key factor to be considered in understanding how the eye perceives informa-
tion is visual acuity, the sharpness or clarity of normal vision. fir. Sheldon Wesel)ler,
of the School of Optometry at the University of Houston, has studied the subject of
visual acuity in reference to signs. Sign visibility is directly related to visual acuity and
other principles of vision and suggests that minimal sign standards could be applied
to signs, especially those intended to be react by the motoring public. Signs, after all,
must be readable by the largest number of viewers possible in order to be effective
advertising. 'table 2 presents the minimum sizes at which letters can be read at varying
distances and by people with different measures of visual acuity. Weschler qualifies
the numbers listed in the table with the following statements:
Snellen letters are most often used as the patterns for visual acuity measure-
ment. The recording method is written as if the measure of visual acuity
is a fraction (e.g., 20/20), although thatis not the actual case. The upper
figure is merely a notation of the distance from the eye to the visual task
(the letter).The lower figure represents the size of the visual task.This minor
paint becomes important in understanding, for instance, that 20/40 visual
acuity is not 50% vision but merely a shorthand notation relating to the
distance at which a measurement is made(20 feet)and the size of the Snellen
letter (.35 inches) that is just recognizable at that distance. . .
82
The standard visual acuity for a "normal" eye is considered to be 20/20.
The standard frequently used as a vision requirement for drivers is 20/40.
But the 20/40 standard is a visual acuity level to be attained at the time of
licensure. During the four-year period between drivers license visual acuity
measurements,the visual acuity of drivers frequently drops to lower levels.
For that reason, it may be wise.to set signage standards that are based on
visual acuities lower than 20/40. (Weschler, unpublished manuscript.)
Visual acuity is usually measured under optimal conditions in a doctor's office, where
the viewer is not required to attend to any other tasks. Two important influences, the
fact of motion and the influence of color, are not taken into account in tables of nor-
mal visual acuity. This implies that the letter sizes suggested by the statistics on visual
acuity may not be adequate for a sign in the environment. One other factor needs to
be considered: letters on a sign form words, and words are more immediately recog-
nizable than separate, unrelated letters. Words are easier for the brain to process than
letters, because they are meaningful chunks of information.
Even if we assume normal visual acuity to be a constant factor, we still must make
adjustments for changes in the sign and the angle of the sign in relation to traffic.Rough-
ly speaking,one inch of letter size to 25 feet of viewing distance has been considered
about average. No one would argue that the ratios given in Table 2, which describe
viewing requirements in a doctor's office, can be directly applied to the motorist at-
tending to the driving task and extracting information from a diverse visual environ-
ment. The Table 2 figures are meant to show that there is not a universal norm for
visual acuity, and that sign size must be related to the actual visual capacities of the
sign viewing public at large.
In highway design, the standard usually used for visual acuity is one inch of letter
height to 40 feet of viewing distance.Highway signs have two distinct advantages which
on-premise business signs do not have. They are usually directly facing traffic and/or
are immediately adjacent to the freeway. In addition, they are almost always easy-to-
read white lettering on a green or blue background. Motorists, familiar with the stan-
dardized style of lettering and the colors, immediately recognize that they are receiv-
ing directional information.
For the on-premise business sign, the situation is usually quite different. Business
signs are communicating information which the motorist may not be specifically look-
ing for. In addition,unless the business is part of a national chain,backed up by exten-
sive advertising in other forms of media, the sign itself is not standardized and therefore
is not immediately recognizable as offering a certain type of information. When cal-
' culating the size of letters necessary for an on-premise sign, therefore, it would be wise
to use lower measures of visual acuity.
TABLE 2
Minimum resolvable Snellen
letter size of eyes with 20/20, 20/40,
and 20/60 visual acuity at distances
between 100 feet and '/e mile
LETTER SIZE
DISTANCE MINIMUM RESOLVABLE
(Feet) (inches)
20/20 20/40 20/60
100 1.8 3.5 5.2
200 3.5 7.0 10.5 •
400 7.0 14.0 20.9
600 10.5 21.0 31.4
800 - 14.0 28.0 41.9
1000 17.5 35.0 52.4
1320 23.1 46.1 69.1
83
Reaction Distance
Reaction distance is always a complex subject and becomes even more difficult when
applied to commercial signage. Reaction distance is a measure of the amount of time
it takes a viewer to react to a situation. If a substantial number of people who view
a sign are new to a trade arca, either as vacationers or business travelers, the amount
of time needed to react will probably be greater than that of people familiar with the
area. Their reaction distance cannot realistically be compared to the time needed by
a local resident who is on the street, say, 30 times a month and who knows the busi-
ness establishments. The local resident may read only the changeable part or display
section of the sign, because the other sections are familiar and have been read many
times before.
Any system of measurement has to allow for these differences. It follows that esti-
mates of the necessary or adequate sizes of signs should also include these considera-
tions.The local resident may use the on-premise sign only incidentally and may actually
react to a landmark or a configuration of streets in terms of direction.The out-of-towner,
by comparison, would rely entirely on the sign. The reaction distance required for
each type of viewer, then, is different.
Traffic engineers utilize two types of tables when considering reaction distance.The
first lists simple reaction distance and usually includes the time needed for seeing,brak-
ing and stopping.The second allows for anticipatory reaction distance. When anticipa-
tory time is added (the time it takes for a person to prepare to stop), more time and
distance are needed to react.Tables 3 and 4 illustrate the two types of traffic engineer-
ing tables. Designers of highway directional signs know how to utilize this type of in-
formation. A standard procedure is to make the keyword larger. Commercial sign
designers, on the other hand, have not always understood these requirements. The
size of a sign and its elements require balancing between anticipatory and simple reac-
tion distances.
TABLE 3
Simple Reaction Distance
Speed (mph) Reaction distance (ft.)
30 470
45 700 •
55 825
Recommended height to distance ratio for letter
1" to 25 feet. (Optimum viewing conditions) •
TABLE 4
Anticipatory Sight Distances
For Standard Traffic Speeds
Highway Design Speed (mph)
30 40 50 60 70 80
Anticipatory sight
distance (ft.) 600 800 1100 1500 2000 3000
Source:Miller, David B., "Traffic Engineering Principles Applied to On-Premise Signage,"Jack E. Leisch and
Associates, Transportation Engineering, Evanston, Illinois, 1977
84
Anticipatory Sight Distance
Anticipatory sight distance is a relatively new concept in traffic control. The driver
must have time to judge a situation before encountering it and take any necessary precau-
tionary action. This is particularly important at areas of potential hazard and at points
requiring complex driver decisions, such as at intersections, interchange exits, lane
drops, railroad crossings, drawbridges, toll collection booths, speed reduction zones,
etc. In a complex situation, where the driver is presented with difficult choices,ordi-
nary reaction distance may be totally inadequate and unsafe.
The various factors relating to visual perception for operation on a highway,expressed
as a sight/distance/speed relation, are shown in Figure 4. The minimum and desirable
minimum stopping distances are shown as they relate to the normal range of distances
required for driving control. The driver recognizes elements in the visual field which
serve as primary cues for the fine control task of his vehicle. Also to be considered
is the "focusing distance," the point ahead upon which the driver generally focuses
his sight at various speeds. The driver constantly looks beyond the limits of the visual
field used for fine control, concentrating toward or beyond his ability to focus. He
does so to receive guidance and/or navigational information. Research and physiologi-
cal studies indicate that this could be on the order of several thousand feet or even
more and bears some relationship to anticipatory sight distance.Table 4 gives anticipa-
tory sight distances for different speeds of traffic.
FIGURE 4
Sight-Distance/Speed Relationships
•
1800 -
1600 --
1400 ANTICIPATORY
Lu FOCUSING SIGHT DISTANCE
`- 1200
w SIGHT DIST.
,
U
Q • 85 PERCENTILE -
cn 1000 -- •� r \�0 F PERCEPTION FOR
'' FINE CONTROL
C5 800
-- eye.600STOPPING
OCG, AASHTO STOP
SIGHT DISTANCE
400 - --
,/� 15 PERCENTILE
OF PERCEPTION FOR
200 - ---'" EQUIVALENT DESIGN I N S PEED FINE CONTROL
OF HIGHWAY (MPH)
l l J 1 1 J
30 40 50 60 70 80
I 1 1 I 1 1 I
10 20 30 40 50 60 70 80
VEHICULAR SPEED - MPH
(AVERAGE SPEED OF ALL TRAFFIC DURING FREE-FLOW/LOW VOLUME CONDITIONS)
85
Calculating the Correct Sign Size
It is possible to calculate the optimal size for a free-standing sign if the average speed
of traffic on the street is known. We have developed a standard formula, based on reac-
tion distance, which can be used to provide an initial estimate of tlic iiiinlnallala size
required for the area of a sign.
The Claus Minimum Required Sign Area Formula (MRSA)
A basic formula may be applied to determine the minimum size necessary for safe sign
viewing.This formula was developed by R.J. Claus initially to aid planners in deter-
mining the average allowable sizes for signs within various commercial zones(Claus,
K.E. and Claus, E.J. Street Graphics: A Perspective. Cincinnati, Ohio: Signs of the
• Times Publishing Co., 1975). The formula can aid the sign user in determining the bas-
ic minimum requirements for a sign in order to be an effective advertising communi-
cation medium. Three important numbers arc needed in order to calculate the minimum
optimal copy area for a free-standing sign to be viewed by vehicular traffic.These bas-
ic figures are:
A = Reaction Distance (simple or anticipatory, depending on characteristics of the
site location);
B = Optimal Letter I height (the height-to-distance ratio will change with the letter
style and color); and
C = Number. of Letters in the Message
Reaction distance tables presented earlier can be used to select the most appropriate
estimate. An average figure of seven letters per word can be used if the exact number
of letters in the message is unknown.
When the above figures are known, the following formula can be applied: Minimum
Required Sign Area (MRSA) = 132C + .40 B2`
144 144 where: B = Reaction distance in feet
divided by viewing distance for one inch of letter height; and C = Number of letters
in the message.
Examples
Examples can be calculated using the simple speed/reaction distances listed below. The
following calculations will illustrate how the MRSA can be determined for an average
city street and for a normal highway.
Sign Size for a City Street
The minimum size for a free-standing sign to be located on an average urban street,
using a standard sans serif letter and displaying a message of about 70 letters, is ap-
proximately 241 sq. ft. ('This is only an approximation used as an example and should
not be used as a standard. Each situation requires its own MESA calculation.)This esti-
mate is derived in the following manner:
1) A = Reaction Distance = 470 ft. at. 30 mph
(See Table 3)
2) B = Optimal Letter height = 18.8 in. (using height-to-distance ratio of one inch
to 25 feet; 470 divided by 25 = 18.8 in.)
3) C = Number of Letters in the Message = 70 (10 words x 7 letter average)
4) Copy Area = 18.8 x 18.8 x 70 24,740.8 sq. in.
24,740.8 divided by 144 = 171.81 sq. ft.
5) Borders and Margins = 40% of copy area
= 68.72 sq. ft.
6) Minimum Required Sign Area = 171.81 + 68.72
= MESA = 240.53 sq. ft.
86
Sign Size for a highway
The minimum size for a free-standing sign located on a highway, using a standard sans
serif letter and displaying a message of 10 words (averaging seven letters per word)
is approximately 741 sq. ft. The estimate is calculated in the following way:
1) A = Reaction Distance = 825 ft. at 55 mph
(See Table 5)
2) B = Optimal Letter Height = 33 in. (using height-to-distance ratio of one inch
to 25 feet; 825 divided by 25 = 33 in.)
3) C = Number of Letters in Message = 70 (10 words x 7 letters average)
4) Copy Area = 33 x 33 x 70 = 76,280 sq. in.
76,280 divided by 144 = 529.375 sq. ft.
5) Borders and Margins = 40% of copy area = 211.75 sq. ft.
6) Minimum Required Sign Area = 529.375 + 211.75
= MRSA = 741.125 sq. ft.
Measuring the Copy Area
This method is to be properly applied only to the actual copy area of the sign. This
is not to be confused with the area of the total structure. In other words, a line drawn
around just the minimum area needed for readable copy(including design"white space"
for readability)encloses the area we are measuring. This is what is normally regulated
in sign codes. Pole covers, supporting structures, embellishments and other features
are not part of what we call the copy area of the sign.
Applying the MRSA Formula in the Landscape
Although we present a "formula," it is not meant to be a strict and unvarying means
of calculating an ideal sign size for all businesses. Rather, it must be adjusted, taking
into consideration the type of sign used, the amount of copy, the type of business,
and the lettering, colors and other graphic considerations. Like many models derived
from research, this formula usually undergoes some adjustments when it is actually
applied in the landscape. It is meant as a guide, not a strict formula.
In some situations, the sign this formula requires might be too large. It might be
so big that a municipality's sign code would outlaw it;or it might prove too expensive
for a small merchant to erect; or it might be too large for the building.
In cases such as these, modifications can be made. In most instances, not all of the
words on a sign are of equal importance. Often, one or more keywords on the sign
can be made large enough to be read from the required distance.The passing motorist
who is seeking a service is then alerted to the presence of the business and can secon-
darily attend to the rest of the advertising on the sign, including information about
prices and available specials, etc.
The MRSA formula is most useful for businesses which are oriented towards motorists
who are unfamiliar with the area and who will be stopping immediately,probably pull-
ing into a parking lot on the premises. While this is true for some businesses, it cer-
tainly is not applicable to all commercial.establishments. Many types of businesses,
particularly those which have a fairly small trade area or are engaged in a relatively
rare specialty, do not rely on their signs to draw new customers into their establish-
ment from the street. Rather, their signs act as continued reinforcements, reminding
their customers and potential customers that they are there. When customers need the
service offered, the sign will have been effective enough as advertising for the cus-
tomer to recall the business location.
87
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7
The size of a sign is sometimes deter-
/
w
\ ' mined by the physical size of the bus-
iness it fronts. Photo courtesy of Blei Shopping Centers
There are a numl)er of special cases to consider when an attempt is made to use the
er Industries. Photograph copyrighted MRSA formula. Shopping centers have special r1Lleds. Basic information, such as the
1985 by A.F. Payne Photographic, n.ttne of the center and the fact that it is a shopping center, needs to be provided. Ccr-
tainly two words for each shop is minimal. For a shopping center with 10 stores, al-
Phoenix, Az. lowing three words to identify the center and two words for each store would result
in a 23-word directory sign. Once this was determined, you would need to use the
MRSA formula to calculate the size of the sign required.
Volusia Point; Opposite Page
Wall (Fascia) Signs
Yet another factor in determining A wall sign, unless it is quite large, is difficult to read from the street because of the
viewing angle of the letters. A wall sign is predominantly oriented to someone who
size is setback. Photo courtesy of is parked or walking — someone who has time to look at it. If you are going to use
Artdev Adv.Corp., Deland, Fl.. wall signs inlieu of free-standing, roof or projecting signs, the MRSA formula we have
proposed is too conservative, because you will need a substantially larger area. A wall
sign should be at least 60% to 70% larger than a free-standing sign to provide even
a rough reading equivalent. in a downtown business district where all other signs arc
Opposite Page prohibited, a city planning department should be flexible in regulating signs on the
A sign which caters to pedestrian front of buildings to offset the visual disadvantages of Mot being able to use free-standing
or projecting signs.
traffic can be significantly smaller.
Photo courtesy of The Wood Shop,
Boyne City, Ml.
88
,
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`: ,,; Highway Setback Situations
�;.. • : - fret another factor conies into consideration in determining the size of signs. Setback
• • •wf ►". 7_. `• : •1'' : —the distance of a sign from the road(and the motorist)—must he t:rkerl into account.
3.4'.
.4 "'" '''1 J.
i .7 ' The passage of the 1965 Ili,liv iy Beautification Act ilanclatecl that, in the areas over
art;, ,, a; r I � �
.':. `t• �: y which the Act 11ad jurisdiction signs must be set hac1� it least 660 ft• from the high-
`� �'"" ' way. Setback can make an enormous difference in sign effectiveness. A sign which is
.a -
Whiskers '� ` �: set back quite �l distance from the street is viewed from a greater c istance and copse-
. � _
:-;,• .hit4 atx»(11,- -4*; cluently should l)e larger.
lodre� �l,s„1< T, :.;r Tabic 5 gives the viewing distances for a sign which h is set back 660 ft, Calc.ul.ltions
1.•.' •` Qesor welt) i; i for signs which are closer to the roadway are fairly easy to determine using the
' .�`:• . ,.r;,t ~T I Pythagorean Theorem (A2+132–C2), sul)stituting the new setback for B. (Niiion.il Ad-
i,,
I.;,,,Gnome 660'
vertising Company, Janesville Study. Bedford Park, Illinois, 1966.) Figure 5 illus-
• '. Card,:,C , :l t; , ,
f trates how to estimate viewing distance.
a _(Snowy ONA: T. '” i
.1 , .I '
-t r t 1-- -`� ': The Lack of an Appropriate Sign Can Hurt Your Business
' �' F't'` '44:',, ' t' .. how important rtant the correct type)e of sign structure is we can look
: 'wktJ,4r, .... As an illu5tr.ltion of 1 0 l o i
�`''` at the case of the Ilolida Inn in Brentwood, California,outside of Los Angeles.There,
Yr .' �, y
-' ... .,�,,,�_A, , • 4,,;.,.,,;.,' ,•� 1' legal restrictions prohibit roof signs and limit the size of the exterior signs the Holiday
a.. 4 i Inn is allowed to have. "1In.. tiuml)er of people who make reservations at the Brent-
- ......
‘r' wood I holiday Inn and then fail to show up is between 17 and 20 per clay; the average
_ for the holiday Inn system is 4 per day. The number of"walk-ins," people who arrive
.'.:, . ;;„ without a reservation, is 10 to 12 per da at the Brentwood Holiday Inn; for the chain
r.
'-'!!''t'�:,: ' ;:r, ;r:`r „r as a whole, it is 35 to 40 per day. The occupancy of this location remains 21`% below
-,i' * ", . --',...,:,t1:1.,.-.• r other Los Angeles properties.
89
TABLE 5
Actual viewing distances of signs set
back 660 feet from road
Distance from Actual viewing
perpendicular Setback Distance
� 5,403
.,Y
5000 660
4,750 660 4,796
4,500 660 4,548
• 4,250 660 4,300
4,000 660 4,053
•
3,750 660 3,807
• 3,500 660 3,561
3,250 660 3,316
3,000 660 3,073
2,750 660 2,831
2,500 660 2,585
2,250 660 2,344
2,000 660 2,108
1,750 660 1,870
1,500 660 1,638
1,250 660 1,416
1,000 660 1,212
750 660 999
500 660 828
250 660 705
0 660 660
Source:3M National Advertising Company
FIGURE 5
How to estimate actual viewing distance
for setback signs
SETBACK (ft.)441
(PERPENDICULAR) •
•
LUJ
U
O 0°
1-1-1
Lu A ��� <1
cc
UJ
0
Viewing Distance (C) = IA2 + B2
MOTORIST
This illustration shows how to estimate actual viewing distance between
motorist and a sign. The estimator must know the distance of the sign
from perpendicular(A)and the setback(E.g. 660 ft.)(By. The actual
viewing distance is the hypotenuse of the triangle formed by the
perpendicular and the 660 ft. setback(C).
Source:National Advertising Company, 660 Janesville Study, Bedford Park, Illinois, 1966.
90
bil .. .. r
INDUSTRIES
The Home Depot / Monument Sign
Rooney Ranch Center
Oro Valley, Arizona
Minimum Required Sign Area Calculations
Sign Size for a City Street @ 45 MPH (Assume 110 Street Width)
1) A = Reaction Distance = 700 feet @ 45 MPH (See Table 3)
2) B = Optimal Letter Height = 28 (Using height - to - distance ratio of 1 inch to 25 feet:
700 divided by 25 = 28 inches Note: Proposed copy varies between 12 and 21 inches)
3) C = Number of Letters in the Message: THE HOME DEPOT= 12 letters
4) Copy Area = 28 x 28 x 12 = 9408 sq in or 65 sq ft
5) Borders and Margins = 40% of copy area = 26 sq ft
6) Minimum Required Sign Area = 65 + 26 =91 square feet
Sign Size for a Highway Street @ 55 MPH (Assume 150 Street Width)
1) A = Reaction Distance = 825 feet @ 55 MPH (See Table 3)
2) B = Optimal Letter Height = 33 (Using height - to - distance ratio of 1 inch to 25 feet:
825 divided by 25 = 33 inches Note: Proposed copy varies between 12 and 21 inches)
3) C = Number of Letters in the Message: THE HOME DEPOT= 12 letters
4) Copy Area = 33 x 33 x 12 = 13068 sq in or 90 sq ft
5) Borders and Margins = 40% of copy area = 36 sq ft
6) Minimum Required Sign Area = 90 + 36 = 126 square feet
BLEIER INDUSTRIES, LTD.
2030 WEST DESERT COVE • PHOENIX, ARIZONA 85029•(602) 944-3117• FAX (602) 395-0753
e-mail: bleier@primenet.com
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4
` TOWN OF ORO VALLEY
COUNCIL COMMUNICATION MEETING DATE: May 20, 1998
TO: HONORABLE MAYOR & COUNCIL
FROM: David L. Andrews, Finance Director
SUBJECT: Resolution No. 98 - 30 Making that Document Entitled "The 1998 Amendments to the
Town Tax Code of the Town of Oro Valley, Arizona" a Public Record.
SUMMARY:
The
1998 Amendments to the Town Tax Code of the Town of Oro Valley, Arizona" contains several proposed
amendments to the Oro Valley Town Code pertaining to sales tax.
Should the Council desire to consider and possibly adopt the proposed amendments in its next agenda item, the
attached resolution making the amendments a public record must be adopted.
RECOMMENDATION:
I recommend adoption of Resolution No. 98- 30 making that document Entitled"The 1998 Amendments to
the Town Tax Code of the Town of Oro Valley, Arizona" a Public record.
SUGGESTED MOTION:
I move to adopt Resolution No. 98- 30 making that document Entitled"The 1998 Amendments to the
Town Tax Code of the Town of Oro Valley, Arizona" a Public Record.
ATTACHMENTS:
1. Resolution No. 98- 30 .
D.,,_,..,-,.(c, e,„,,,,,,,.....„...__
David L. Andrews
Finance Director
0 i 7/1-&I 4-0'
Chuck Sweetl/
Town Manager
RESOLUTION NO. (R)98- 30
A RESOLUTION OF THE TOWN OF ORO VALLEY, ARIZONA
DECLARING AS A PUBLIC RECORD THAT CERTAIN
DOCUMENT FILED WITH THE TOWN CLERK AND ENTITLED
"THE 1998 AMENDMENTS TO THE TOWN TAX CODE OF THE
TOWN OF ORO VALLEY, ARIZONA".
BE IT RESOLVED BY THE MAYOR AND COUNCIL OF THE TOWN OF ORO
VALLEY,ARIZONA:
That certain document known as "The 1998 Amendments to the Town Tax Code of the
Town of Oro Valley, Arizona", three copies of which are on file in the office of the Town
Clerk, is declared to be a public record, and said copies are ordered to remain on file with
the Town Clerk.
PASSED AND ADOPTED by the Mayor and Town Council of the Town of Oro Valley,
Arizona this 20th day of May, 1998.
TOWN OF ORO VALLEY, ARIZONA
Richard Johnson, Mayor
ATTEST:
Kathryn E. Cuvelier, CMC, Town Clerk
APPROVED AS TO FORM:
Tobin C. Sidles, Town Attorney
Ii • 5
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION MEETING DATE: May 20, 1998
TO: HONORABLE MAYOR & COUNCIL
FROM: David L. Andrews, Finance Director
• ORDINANCE NO. (0)98- 18 RELATING TO THE PRIVELEGE LICENSE TAX;
SUBJECT.
ADOPTING "THE 1998 AMENDMENTS TO THE TOWN TAX CODE OF THE TOWN OF
ORO VALLEY, ARIZONA" BY REFERENCE; ESTABLISHING AN EFFECTIVE DATE
AND PROVIDING PENALTIES FOR VIOLATIONS.
SUMMARY:
Arizona cities and towns which impose a local sales tax have adopted the Model Cities Tax Code. The
All p
Town of adopted Oro Valleyhas ado ted this model and incorporated the model language into the Town's Tax Code.
Periodically, League the Lea ue of Arizona Cities and Towns coordinates proposed statewide tax code amendments to
•
uniformityand tax code compliance throughout the State. The item you have before you would
promote p
incorporate proposed tax code amendments for 1998 into the Town Code.
The amendments are a combination of changes suggested by the Unified Audit Committee (statewide group of
p
city
auditors and the Arizona Department of Revenue) and the Arizona Tax Research Association. The
amendments reflect recent changes in state sales tax law.
ANALYSIS:
The League has provided a summary of the proposed tax code changes (Exhibit A).
The amendments areq uite detailed but in summary would affect the following types of businesses/activities:
• Environmental remediation contractors
• Manufacturers, processors and fabricators
• Primary health care facilities
• Telecommunications
• Airline food sales
These changes will have little, if any, impact on the Town's sales tax base.
1 . TOWN OF ORO VALLEY
COUNCIL COMMUNICATION PAGE 2 OF 2
ATTACHMENTS:
1. ORDINANCE NO. (0)98- IRELATING TO THE PRIVELEGE LICENSE TAX; ADOPTING "THE
1998 AMENDMENTS TO THE TOWN TAX CODE OF THE TOWN OF ORO VALLEY,
ARIZONA" BY REFERENCE; ESTABLISHING AN EFFECTIVE DATE AND PROVIDING
PENALTIES AND VIOLATIONS.
2. Exhibit A—Introduction and Summary of 1998 Tax Code Changes
3.
Exhibit B —The 1998 Amendments to the Town Tax Code of the Town of Oro Valley, Arizona.
RECOMMENDATION:
recommend theapproval of ORDINANCE NO. (0)98-IIADOPTING THE "1998 AMENDMENTS TO
I
THE TOWN TAX CODE OF THE TOWN OF ORO VALLEY, ARIZONA".
SUGGESTED MOTION:
I move to approve ORDINANCE NO. (0)98- 18 ADOPTING "THE 1998 AMENDMENTS TO THE
TOWN TAX CODE OF THE TOWN OF ORO VALLEY, ARIZONA".
•
__Zalnzi.,,,---
IG.•
David L. Andrews
Finance Director
/
/ ,
Chuck Sw:et
Town Manager
ORDINANCE NO. (0)98-18
AN ORDINANCE OF THE TOWN OF ORO VALLEY, ARIZONA
RELATING TO THE PRIVELEGE LICENSE TAX; ADOPTING "THE
1998 AMENDMENTS TO THE TOWN TAX CODE OF THE TOWN OF
ORO VALLEY, ARIZONA" BY REFERENCE; ESTABLISHING AN
EFFECTIVE DATE AND PROVIDING PENALTIES AND VIOLATIONS
BE IT ORDAINED BY THE MAYOR AND TOWN COUNCIL OF THE TOWN OF ORO
VALLEY,ARIZONA:
SECTION 1: That certain document known as "The 1998 Amendments to the Town Tax Code
of the Town of Oro Valley, Arizona," three copies of which are on file in the office of the Town
Clerk of the Town of Oro Valley, Arizona, which document was made a public record by
Resolution No. (R)98- 30 of the Town of Oro Valley, Arizona, is hereby referred to,
adopted and made a part hereof as if fully set out in this ordinance.
SECTION 2: Except as provided in Section 3 of this ordinance, the provisions of this ordinance
and the public record adopted herein are effective from and after July 1, 1998.
SECTION 3: The following provisions of the public record adopted herein are retroactive to
April 1, 1987:
a) The definition of"Construction Contractor" as amended and the definition of
"Remediation" as added to Section 1. Section 8A-100. General Definitions
b) Subsection (a) paragraph (16) on "Cleanrooms" as added to Section 2. Section 8A-
110. Definitions: Income-producing capital equipment
c) Section 10. Subsection (aa) of Section 8A-465. Retail Sales: exemptions
d) Section 12. Regulation 8A-100.5. Remediation Contracting
SECTION 4: Anyperson found guilty of violating any provision of these amendments to the
tax code shall be guilty of a class one misdemeanor. Each day that a violation continues shall be
a separate offense punishable as herein above described.
SECTION 5: If any section, subsection, sentence, clause, phrase or portion of this ordinance or
• any part of these amendments to the tax code adopted herein by reference is for any reason held
to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such
decision shall not affect the validity of the remaining portions thereof.
PASSED AND ADOPTED by the Mayor and Town Council of the Town of Oro Valley,
Arizona, this 20th day of May, 1998.
Richard Johnson, Mayor
ATTEST:
Kathryn E. Cuvelier, CMC, Town Clerk
APPROVED AS TO FORM:
Tobin C. Sidles, Town Attorney
EXHIBIT A
INTRODUCTION AND SUMMARY OF 1998 TAX CODE CHANGES
The 1998 amendments to the tax code are the result of approximately eight months of negotiations
with the business community. Much in these amendments conform the Model City Tax Code with
State statute. As you will notice in the attached adopting ordinance, several of the sections have
a retroactive effective date of April 1, 1987. The retroactive dates apply to sections pertaining to
environmental remediation and cleanrooms, and again, conform the tax code with State statute.
The changes to the tax code proposed in the 1998 amendments were all approved by the Municipal
Tax Code Commission on October 31, 1997 and April 9, 1998.
The technical and conforming amendments were submitted by the League on behalf of the Unified
Audit Committee composed of city tax officials and the Department of Revenue. Although a few of
the amendments are a direct result of the preemptive state legislation, a significant part of these
changes resulted from comments or suggestions by business representatives on desired
amendments to the tax code.
Under an agreement that the League has with the business community, we will now seek adoption
of the Commission's approved changes by all cities and towns. As a reminder, we were able to
defeat legislation four years ago that would have required conformance of the local sales tax base
to the state's base by agreeing to seek and achieve adoption of amendments approved by the
Commission in exchange for ATRA, the State Chamber and the Arizona Association of Industries
not seeking preemptive legislation for five years.
The enclosed amendment tailors the approved changes to your current tax code. Following adoption
by your city or town and notification to the League, we will integrate the amendment into your tax
code and mail the amended pages. The effective date of most of the amendments is July 1, 1998
which means that we are urging adoption before June 1, 1998. Tax code changes do not go into
effect until 30 days after passage.
Although there are differing opinions on whether a public hearing is required, we recommend that
a public hearing be held by the city or town council prior to adoption of the amendment. Under
A.R.S. §42-1454, notice of the hearing must be published at least once in a newspaper of general
circulation in the city or town at least fifteen days before the hearing. The hearing can be held in
conjunction with a regular or special council meeting. If you desire assistance with the public hearing
or with explanation of the amendments to the city/town council, this can be arranged by calling the
League office.
This amendment has been prepared as a public record to allow adoption by reference. The
resolution declaring the amendment as a public record should be adopted prior to adoption of the
ordinance. Both, however, can be accomplished at the same meeting. Publication of the adopting
ordinance should follow adoption. Under the adoption by reference procedure, publication of the full
text of the amendment is not required.
Following is a section by section summary of each change to the code. There are several
amendments to the code that pertain to local or model options, and these are highlighted by an
asterisk (*). These particular amendments may or may not affect your local tax code.
As always, questions on the tax code or these amendments can be directed to the League. We, in
turn, will call upon knowledgeable tax officials from several cities and towns if your question involves
an issue beyond our general expertise.
Section-100. General definitions.
Several definitions are added or changed in the proposed amendment as follows:
1.
The term "construction contractor" is amended to specifically exclude environmental remediation
contracting.
2. The term "remediation" is added.
3. Makes conforming changes in terminology relating to health care facilities by deleting the term "primary
health care facility"and adding the terms"qualifying community health center", "qualifying health care
organization" and "qualifying hospital". These changes will align exemptions granted to health care
facilities with that of State statute.
Section-110. Definitions: Income-producing capital equipment.
1. The definition of"chemicals" as income-producing capital equipment is clarified
2. Amendment conforms Model City Tax Code with State statute by providing definitions for
"cleanrooms", "sound stage machinery and equipment" and "tangible personal property for
telecommunications of direct broadcast satellite television" under the definition of income-producing
capital equipment which is exempt from taxation.
*Section-120. Definitions: food for home consumption.
Amendment conforms Model City Tax Code with State statute by classifying food sold for consumption on the
premises of a jail as food for home consumption. This section will not appear in the amendment if your city or
town taxes food.
Section-266. Exclusion of motor carrier revenues from gross income.
Amendment conforms the Model City Tax Code to preemptive State statute by adding a new definition of"motor
carrier", and makes changes to conform with 1997 revisions to A.R.S. Title 28 and A.R.S.§42-1453.
Section-425. Job printing.
Amendment makes conforming changes in terminology relating to health care facilities.
Section-435. Publishing and periodicals distribution.
Amendment makes conforming changes in terminology relating to health care facilities.
Section-445. Rental, leasing,and licensing for use of real property.
1. Amendment eliminates the potential for tax pyramiding in license for use situations.
2. Amendment makes conforming changes in terminology relating to health care facilities.
Section-450. Rental, leasing,and licensing for use of tangible personal property.
Amendment makes conforming changes in terminology relating to health care facilities and exempts from tax
the rental,leasing, or licensing for use of tangible property by a 501(c)(3) entity for training,job placement or
rehabilitation programs for handicapped persons.
2
Section-455. Restaurants and bars.
1. Amendment makes conforming changes in terminology relating to health care facilities.
2. Amendment makes conforming changes by exempting from the restaurant and bar tax commercial
airline food sales and sales of prepared restaurant food when sold to a school for consumption on the
school premises during school hours.
Section-465. Retail sales: exemptions.
Amendment:
• Makes conforming changes in terminology relating to health care facilities and exempts sales to 501(c)(3)
organizations which provide certain services to the handicapped;
• exempts materials used in environmental remediation contracting;
• adds an exemption under retail and use tax provisions for the various printed and electronic media purchased
by publicly funded libraries;
• adds an exemption under the retail and use tax provisions for commercial airline food sales;
• adds an exemption under the retail and use tax provisions for wireless telecommunications equipment
furnished or held for sale as an inducement to enter into or continue a contract for telecommunication services
that are taxable under the telecommunications classification;
•adds an exemption under the retail and use tax provisions for sales of alternative fuel, as defined in A.R.S.
§1-215,to a used oil fuel burner who has received a Department of Environmental Quality permit to burn used
oil or used oil fuel under A.R.S. §49-426 or§49-480;
• exempts sales of food and prepared restaurant food when sold to a school for consumption on the school
premises during school hours in all cities and towns (replaces and eliminates local option BB); and
• exempts the sale of personal hygiene products which are transferred to a guest by a hotel.
Section-480. Utility services.
Amendment makes a conforming change relating to the exemption under the retail and use tax provisions for
sales of alternative fuel,as defined in A.R.S. §1-215,to a used oil fuel burner who has received a Department
of Environmental Quality permit to burn used oil or used oil fuel under A.R.S. §49-426 or §49-480; and makes
conforming changes in terminology relating to health care facilities.
*Section-485. Wastewater removal services.
Amendment makes conforming changes in terminology relating to health care facilities.
*Section-556. No additional audits or proposed assessments; exceptions.
For cities and towns collecting their own tax and for cities and towns doing supplementary local auditing, this
amendment clarifies that the tax collector can increase a proposed deficiency if the taxpayer fails to provide
available information requested of the taxpayer in writing only prior to issuance of the assessment.
*Section-660. Use tax: exemptions.
See Section -465
Reg. -100.5. Remediation contracting.
Adds a section which clarifies which activities are considered to be remediation contracting and thus exempt
from the tax on construction contracting.
3
THE 1998 AMENDMENTS TO THE TAX CODE
OF THE TOWN OF ORO VALLEY, ARIZONA
Section 1. Section 8A-100 of the Tax Code of the Town of Oro Valley is amended to read:
Sec. 8A-100. General definitions.
For the purposes of this Chapter, the following definitions apply:
"Assembler" means a person who unites or combines products, wares, or articles of manufacture so as to
produce a change in form or substance of such items without changing or altering component parts.
"Broker"means any person engaged or continuing in business who acts for another for a consideration in the
conduct of a business activity taxable under this Chapter, and who receives for his principal all or part of the
gross income from the taxable activity.
"Business" means all activities or acts, personal or corporate, engaged in and caused to be engaged in with
the object of gain, benefit, or advantage, either direct or indirect, but not casual activities or sales.
"Business Day" means any day of the week when the Tax Collector's office is open for the public to conduct
the Tax Collector's business.
"Casual Activity or Sale"means a transaction of an isolated nature made by a person who neither represents
himself to be nor is engaged in a business subject to a tax imposed by this Chapter. However, no sale, rental,
license for use, or lease transaction concerning real property nor any activity entered into by a business
taxable by this Chapter shall be treated, or be exempt, as casual. This definition shall include sales of used
capital assets, provided that the volume and frequency of such sales do not indicate that the seller regularly
engages in selling such property.
"Combined Taxes"means the sum of all applicable Arizona Transaction Privilege and Use Taxes; all applicable
transportation taxes imposed upon gross income by this County as authorized by Chapter 8.3, Title 42, Arizona
Revised Statutes; and all applicable taxes imposed by this Chapter.
"Commercial Property" is any real property, or portion of such property, used for any purpose other than
lodging or lodging space, including structures built for lodging but used otherwise, such as model homes,
apartments used as offices, etc.
"Communications Channel" means any line, wire, cable, microwave, radio signal, light beam, telephone,
telegraph, or any other electromagnetic means of moving a message.
"Construction Contracting" refers to the activity of a construction contractor.
"Construction Contractor"means a person who undertakes to or offers to undertake to, or purports to have the
capacity to undertake to, or submits a bid to, or does himself or by or through others, construct, alter, repair,
add to,subtract from,improve,move, wreck, or demolish any building, highway, road, railroad, excavation, or
other structure,project,development,or improvement to real property, or to do any part thereof. "Construction
contractor" includes subcontractors, specialty contractors, prime contractors, and any person receiving
consideration for the general supervision and/or coordination of such a construction project EXCEPT FOR
REMEDIATION CONTRACTING. This definition shall govern without regard to whether or not the construction
contractor is acting in fulfillment of a contract.
"Delivery (of Notice) by the Tax Collector" means "receipt (of notice) by the taxpayer".
1
"Delivery, Installation, or Other Direct Customer Services" means services or labor, excluding repair labor,
provided by a taxpayer to or for his customer at the time of transfer of tangible personal property; provided
further that the charge for such labor or service is separately billed to the customer and maintained separately
in the taxpayer's books and records.
"Engaging",when used with reference to engaging or continuing in business,includes the exercise of corporate
or franchise powers.
"Equivalent Excise Tax" means either:
(1) a Privilege or Use Tax levied by another Arizona municipality upon the transaction in question,
and paid either to such Arizona municipality directly or to the vendor;or
(2) an excise tax levied by a political subdivision of a state other than Arizona upon the
transaction in question, and paid either to such jurisdiction directly or to the vendor;or
(3) an excise tax levied by a Native American Government organized under the laws of the
federal government upon the transaction in question, and paid either to such jurisdiction
directly or to the vendor.
"Federal Government"means the United States Government, its departments and agencies; but not including
national banks or federally chartered or insured banks, savings and loan institutions, or credit unions.
"Food"means any items intended for human consumption as defined by rules and regulations adopted by the
Department of Revenue,State of Arizona,pursuant to A.R.S. Section 42-1387. Under no circumstances shall
"food" include alcoholic beverages or tobacco, or food items purchased for use in conversion to any form of
alcohol by distillation, fermentation, brewing, or other process.
"Hotel"means any public or private hotel, inn, hostelry, tourist home, house, motel, rooming house, apartment
house, trailer, or other lodging place within the Town offering lodging, wherein the owner thereof, for
compensation, furnishes lodging to any transient, except foster homes, rest homes, sheltered care homes,
nursing homes, or primary health care facilities.
"Jet Fuel" means jet fuel as defined in A.R.S. Section 42-1571.
"Job Printing"means the activity of copying or reproducing an article by any means, process, or method. "Job
printing" includes engraving of printing plates, embossing, copying, micrographics, and photo reproduction.
"Lessee" includes the equivalent person in a rental or licensing agreement for all purposes of this Chapter.
"Lessor" includes the equivalent person in a rental or licensing agreement for all purposes of this Chapter.
"Licensing(for Use)"means any agreement between the user ("licensee") and the owner or the owner's agent
("licensor") for the use of the licensor's property whereby the licensor receives consideration, where such
agreement does not qualify as a "sale" or"lease" or"rental" agreement.
"Lodging (Lodging Space)" means any room or apartment in a hotel or any other provider of rooms, trailer
spaces, or other residential dwelling spaces; or the furnishings or services and accommodations
accompanying the use and possession of said dwelling space, including storage or parking space for the
property of said tenant.
"Manufactured Buildings" means a manufactured home, mobile home or factory built building, as defined in
A.R.S. Section 41-2142.
"Manufacturer" means a person engaged or continuing in the business of fabricating, producing, or
manufacturing products,wares,or articles for use from other forms of tangible personal property, imparting to
such new forms, qualities, properties, and combinations.
2
"Mining and Metallurgical Supplies" means all tangible personal property acquired by persons engaged in
activities defined in Section 8A-432 for such use. This definition shall not include:
(1) janitorial equipment and supplies.
(2) office equipment, office furniture, and office supplies.
(3) motor vehicles licensed for use upon the highways of the State.
"Modifier" means a person who reworks, changes, or adds to products,wares, or articles of manufacture.
"Nonprofit Entity" means any entity organized and operated exclusively for charitable purposes, or operated
by the Federal Government, the State, or any political subdivision of the State.
"Occupancy (of Real Property)" means any occupancy or use, or any right to occupy or use, real property
including any improvements, rights, or interests in such property.
"Out-of-Town Sale" means the sale of tangible personal property and job printing if all of the following occur:
_ (1) transference of title and possession occur without the Town; and
(2) the stock from which such personal property was taken was not within the corporate limits of
the Town; and
(3) the order is received at a permanent business location of the seller located outside the Town;
which location is used for the substantial and regular conduct of such business sales activity.
In no event shall the place of business of the buyer be determinative of the situs of the receipt
of the order.
For the purpose of this definition it does not matter that all other indicia of business occur within the Town,
including,but not limited to,accounting,invoicing,payments,centralized purchasing, and supply to out-of-Town
storehouses and out -of-Town retail branch outlets from a primary storehouse within the Town.
"Out-of-State Sale" means the sale of tangible personal property and job printing if all of the following occur:
(1) The order is placed from without the State of Arizona; and
(2) the order is placed by other than a resident of the State to be determined in a manner similar
to "resides within the Town"; and
(3) the property is delivered to the buyer at a location outside the State; and
(4) the property is purchased for use outside the State.
"Owner-Builder"means an owner or lessor of real property who, by himself or by or through others, constructs
or has constructed or reconstructs or has reconstructed any improvement to real property.
"Person"means an individual, firm, partnership,joint venture, association, corporation, estate, trust, receiver,
syndicate,broker,the Federal Government,this State, or any political subdivision or agency of this State. For
the purposes of this Chapter, a person shall be considered a distinct and separate person from any general
or limited partnership or joint venture or other association with which such person is affiliated. A subsidiary
corporation shall be considered a separate person from its parent corporation for purposes of taxation of
transactions with its parent corporation.
"Prosthetic" means any of the following tangible personal property if such items are prescribed or
recommended by a licensed podiatrist, chiropractor, dentist, physician or surgeon, naturopath, optometrist,
osteopathic physician or surgeon, psychologist, hearing aid dispenser, physician assistant, nurse practitioner
or veterinarian:
(1) any man-made device for support or replacement of a part of the body, or to increase acuity
of one of the senses. Such items include: prescription eyeglasses; contact lenses; hearing
aids; artificial limbs or teeth; neck, back, arm, leg, or similar braces.
(2) insulin, insulin syringes, and glucose test strips sold with or without a prescription.
(3) hospital beds, crutches,wheelchairs, similar home health aids, or corrective shoes.
3
(4) drugs or medicine, including oxygen.
(5) eui ment used to generate,monitor, or provide health support systems, such as respiratory
equipment
equipment, oxygen concentrator, dialysis machine.
(6) durable medical equipment which has a federal health care financing administration common
procedure code, is designated reimbursable by Medicare, can withstand repeated use, is
primarily and customarily used to serve a medical purpose, is generally not useful to a person
in the absence of illness or injury and is appropriate for use in the home.
"QUALIFYING COMMUNITY HEALTH CENTER" MEANS AN ENTITY THAT IS RECOGNIZED AS
NONPROFIT UNDER 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE, THAT IS A
COMMUNITY-BASED, PRIMARY CARE CLINIC THAT HAS A COMMUNITY-BASED BOARD OF
DIRECTORS AND THAT IS EITHER:
(1) THE SOLE PROVIDER OF PRIMARY CARE IN THE COMMUNITY.
(2) A NONHOSPITAL AFFILIATED CLINIC THAT IS LOCATED IN A FEDERALLY DESIGNATED
MEDICALLY UNDERSERVED AREA IN THIS STATE.
"QUALIFYING HEALTH CARE ORGANIZATION" MEANS AN ENTITY THAT IS RECOGNIZED AS
NONPROFIT UNDER SECTION 501(C) OF THE UNITED STATES INTERNAL REVENUE CODE AND THAT
USES AT LEAST EIGHTY PER CENT OF ALL MONIES THAT IT RECEIVES FROM ALL SOURCES EACH
YEAR ONLY FOR HEALTH AND MEDICAL RELATED EDUCATIONAL AND CHARITABLE SERVICES, AS
DOCUMENTED BY ANNUAL FINANCIAL AUDITS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC
ACCOUNTANT, PERFORMED ACCORDING TO GENERALLY ACCEPTED ACCOUNTING STANDARDS
AND FILED ANNUALLY WITH THE ARIZONA DEPARTMENT OF REVENUE.
"QUALIFYING HOSPITAL" MEANS:
(1) A LICENSED HOSPITAL WHICH IS ORGANIZED AND OPERATED EXCLUSIVELY FOR
CHARITABLE PURPOSES, NO PART OF THE NET EARNINGS OF WHICH INURES TO
THE BENEFIT OF ANY PRIVATE SHAREHOLDER OR INDIVIDUAL.
(2) A LICENSED NURSING CARE INSTITUTION OR A LICENSED RESIDENTIAL CARE
INSTITUTION OR A RESIDENTIAL CARE FACILITY OPERATED IN CONJUNCTION WITH
A LICENSED NURSING CARE INSTITUTION OR A LICENSED KIDNEY DIALYSIS CENTER,
WHICH PROVIDES MEDICAL SERVICES, NURSING SERVICES OR HEALTH RELATED
SERVICES AND IS NOT USED OR HELD FOR PROFIT.
(3) A HOSPITAL, NURSING CARE INSTITUTION OR RESIDENTIAL CARE INSTITUTION
WHICH IS OPERATED BY THE FEDERAL GOVERNMENT, THIS STATE OR A POLITICAL
SUBDIVISION OF THIS STATE.
"Receipt (of Notice) by the Taxpayer" means the earlier of actual receipt or the first attempted delivery by
certified United States mail to the taxpayer's address of record with the Tax Collector.
"REMEDIATION" MEANS THOSE ACTIONS THAT ARE REASONABLE, NECESSARY, COST-EFFECTIVE
AND TECHNICALLY FEASIBLE IN THE EVENT OF THE RELEASE OR THREAT OF RELEASE OF
HAZARDOUS SUBSTANCES INTO THE ENVIRONMENT SUCH THAT THE WATERS OF THE STATE ARE
OR MAY BE AFFECTED, SUCH ACTIONS AS MAY BE NECESSARY TO MONITOR, ASSESS AND
EVALUATE SUCH RELEASE OR THREAT OF RELEASE, ACTIONS OF REMEDIATION, REMOVAL OR
DISPOSAL OF HAZARDOUS SUBSTANCES OR TAKING SUCH OTHER ACTIONS AS MAY BE
NECESSARY TO PREVENT, MINIMIZE OR MITIGATE DAMAGE TO THE PUBLIC HEALTH OR WELFARE
OR TO THE WATERS OF THE STATE WHICH MAY OTHERWISE RESULT FROM A RELEASE OR THREAT
OF RELEASE OF A HAZARDOUS SUBSTANCE THAT WILL OR MAY AFFECT THE WATERS OF THE
STATE. REMEDIATION ACTIVITIES INCLUDE THE USE OF BIOSTIMULATION WITH INDIGENOUS
MICROBES AND BIOAUGMENTATION USING MICROBES THAT ARE NONPATHOGENIC,
NONOPPORTUNISTIC AND THAT ARE NATURALLY OCCURRING. REMEDIATION ACTIVITIES MAY
INCLUDE COMMUNITY INFORMATION AND PARTICIPATION COSTS AND PROVIDING AN ALTERNATIVE
DRINKING WATER SUPPLY.
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"Rental Equipment" means tangible personal property sold, rented, leased, or licensed to customers to the
extent that the item is actually used by the customer for rental, lease, or license to others;provided that:
(1) (Reserved)
(2) the vendee is regularly engaged in the business of renting, leasing, or licensing such property
for a consideration; and
(3) the item so claimed as "rental equipment" is not used by the person claiming the exemption
for any purpose other than rental,lease,or license for compensation, to an extent greater than
fifteen percent (15%) of its actual use.
"Rental Supply" means an expendable or nonexpendable repair or replacement part sold to become part of
"rental equipment", provided that:
(1) the documentation relating to each purchased item so claimed specifically itemizes to the
vendor the actual item of "rental equipment"to which the purchased item is intended to be
attached as a repair or replacement part; and
(2) the vendee is regularly engaged in the business of renting, leasing, or licensing such property
for a consideration; and
(3) the item so claimed as"rental equipment" is not used by the person claiming the exemption
for any purpose other than rental,lease,or license for compensation, to an extent greater than
fifteen percent (15%) of its actual use.
"Repairer" means a person who restores or renews products, wares, or articles of manufacture.
"Resides within the Town" means in cases other than individuals,whose legal addresses are determinative
of residence, the engaging, continuing, or conducting of regular business activity within the Town.
"Restaurant"means any business activity where articles of food, drink, or condiment are customarily prepared
or served to patrons for consumption on or off the premises, also including bars, cocktail lounges, the dining
rooms of hotels, and all caterers. For the purposes of this Chapter, a "fast food" business, which includes
street vendors and mobile vendors selling in public areas or at entertainment or sports or similar events,who
prepares or sells food or drink for consumption on or off the premises is considered a"restaurant", and not a
"retailer".
"Retail Sale(Sale at Retail)"means the sale of tangible personal property, except the sale of tangible personal
property to a person regularly engaged in the business of selling such property.
"Retailer" means any person engaged or continuing in the business of sales of tangible personal property at
retail.
"Sale" means any transfer of title or possession, or both, exchange, barter, conditional or otherwise, in any
manner or by any means whatsoever, including consignment transactions and auctions, of property for a
consideration. "Sale"includes any transaction whereby the possession of such property is transferred but the
seller retains the title as security for the payment of the price. "Sale" also includes the fabrication of tangible
personal property for consumers who,in whole or in part, furnish either directly or indirectly the materials used
in such fabrication work.
"Speculative Builder" means either:
(1) an owner-builder who sells or contracts to sell, at anytime, improved real property (as
provided in Section 8A-416) consisting of:
(A) custom, model, or inventory homes, regardless of the stage of completion of such
homes; or
(B) improved residential or commercial lots without a structure; or
(2) an owner-builder who sells or contracts to sell improved real property, other than improved
real property specified in subsection (1) above:
(A) prior to completion; or
(B) before the expiration of twenty-four (24) months after the improvements of the real
property sold are substantially complete.
5
"Substantially Complete" means the construction contracting or reconstruction contracting:
(1) has passed final inspection or its equivalent; or
(2) certificate of occupancy or its equivalent has been issued; or
(3) is ready for immediate occupancy or use.
"Supplier"means any person who rents, leases, licenses, or makes sales of tangible personal property within
the Town,either directly to the consumer or customer or to wholesalers,jobbers, fabricators, manufacturers,
modifiers,assemblers, repairers,or those engaged in the business of providing services which involve the use,
sale, rental, lease, or license of tangible personal property.
"Tax Collector" means the Town Council or its designee or agent for all purposes under this Chapter.
"Taxpayer" means any person liable for any tax under this Chapter.
"Telecommunication Service"means any service or activity connected with the transmission or relay of sound,
visual image, data, information, images, or material over a communications channel or any combination of
communications channels.
"Utility Service"means the producing,providing, or furnishing of electricity, electric lights, current, power, gas
(natural or artificial), or water to consumers or ratepayers.
Section 2. Section 8A-110 of the Tax Code of the Town of Oro Valley is amended to read:
Sec. 8A-110. Definitions: Income-producing capital equipment
(a) The following tangible personal property, other than items excluded in subsection (d) below, shall be
deemed "income-producing capital equipment"for the purposes of this Chapter:
(1) machinery or equipment used directly in manufacturing, processing, fabricating,job printing,
refining or metallurgical operations. The terms"manufacturing", "processing", "fabricating",
"job printing", "refining", and "metallurgical" as used in this paragraph refer to and include
those operations commonly understood within their ordinary meaning. "Metallurgical
operations" includes leaching, milling, precipitating, smelting and refining.
(2) mining machinery, or equipment, used directly in the process of extracting ores or minerals
from the earth for commercial purposes,including equipment required to prepare the materials
for extraction and handling, loading or transporting such extracted material to the surface.
"Mining" includes underground, surface and open pit operations for extracting ores and
minerals.
(3) tangible personal property, sold to persons engaged in business classified under the
telecommunications classification, consisting of central office switching equipment;
switchboards;private branch exchange equipment; microwave radio equipment, and carrier
equipment including optical fiber, coaxial cable, and other transmission media which are
components of carrier systems.
(4) machinery, equipment, or transmission lines used directly in producing or transmitting
electrical power, but not including distribution. Transformers and control equipment used at
transmission substation sites constitute equipment used in producing or transmitting electrical
power.
(5) pipes or valves four inches (4") in diameter or larger, used to transport oil, natural gas,
artificial gas,water, or coal slurry.
(6) aircraft, navigational and communication instruments, and other accessories and related
equipment sold to:
(A) a person holding a federal certificate of public convenience and necessity or foreign
air carrier permit for air transportation for use as or in conjunction with or becoming
a part of aircraft to be used to transport persons, property or united states mail in
intrastate, interstate or foreign commerce.
(B) any foreign government for use by such government outside of this State.
6
(C) persons who are not residents of this State and who will not use such property in this
State other than in removing such property from this State. This subdivision also
applies to corporations that are not incorporated in this State, regardless of
maintaining a place of business in this State, if the principal corporate office is located
outside this State and the property will not be used in this State other than in
removing the property from this State.
(7) machinery, tools, equipment and related supplies used or consumed directly in repairing,
remodeling or maintaining aircraft,aircraft engines or aircraft component parts by or on behalf
of a certificated or licensed carrier of persons or property.
(8) railroad rolling stock,rails,ties and signal control equipment used directly to transport persons
or property in intrastate or interstate transportation for hire.
(9) machinery or equipment used directly to drill for oil or gas or used directly in the process of
extracting oil or gas from the earth for commercial purposes.
(10) buses or other urban mass transit vehicles which are used directly to transport persons or
property for hire or pursuant to a governmentally adopted and controlled urban mass
transportation program and which are sold to bus companies holding a federal certificate of
convenience and necessity or operated by a city, town or other governmental entity or by any
person contracting with such governmental entity as part of a governmentally adopted and
controlled program to provide urban mass transportation.
(11) metering,monitoring, receiving, and transmitting equipment acquired by persons engaged in
the business of providing utility services or telecommunications services;but only to the extent
that such equipment is to be used by the customers of such persons and such persons
separately charge or bill their customers for use of such equipment.
(12) groundwater measuring devices required under A.R.S. § 45-604.
(13) machinery or equipment used in research and development. In this paragraph, "research and
development" means basic and applied research in the sciences and engineering, and
designing, developing or testing prototypes, processes or new products, including research
and development of computer software that is embedded in or an integral part of the prototype
or new product or that is required for machinery or equipment otherwise exempt under this
section to function effectively. Research and development do not include manufacturing
quality control, routine consumer product testing, market research, sales promotion, sales
service, research in social sciences or psychology, computer software research that is not
included in the definition of research and development, or other nontechnological activities or
technical services.
(14) (Reserved)
(15) included in income producing capital equipment are liquid, solid or gaseous chemicals used
in manufacturing, processing, fabricating, mining, refining, metallurgical operations or
research and development if using or consuming the chemicals, alone or as part of an
integrated system of chemicals, involving direct contact with the materials from which the
product is produced for the purpose of causing or permitting a chemical or physical change
to occur in the materials as part of the production process. This subsection does not include
chemicals that are used or consumed in activities such as packaging, storage or
transportation but does not affect any deduction for such chemicals that is otherwise provided
by this flegttletien CODE. CHEMICALS MEETING THE REQUIREMENTS OF THIS
SUBSECTION ARE DEEMED NOT TO BE EXPENDABLE UNDER SUBSECTION (d) OF
THIS SECTION.
(16) CLEANROOMS THAT ARE USED FOR MANUFACTURING, PROCESSING, FABRICATION
OR RESEARCH AND DEVELOPMENT, AS DEFINED IN PARAGRAPH (13) OF THIS
SUBSECTION, OF SEMICONDUCTOR PRODUCTS. FOR PURPOSES OF THIS
PARAGRAPH,"CLEANROOM"MEANS ALL PROPERTY THAT COMPRISES OR CREATES
AN ENVIRONMENT WHERE HUMIDITY,TEMPERATURE, PARTICULATE MATTER AND
CONTAMINATION ARE PRECISELY CONTROLLED WITHIN SPECIFIED PARAMETERS,
WITHOUT REGARD TO WHETHER THE PROPERTY IS ACTUALLY CONTAINED WITHIN
THAT ENVIRONMENT OR WHETHER ANY OF THE PROPERTY IS AFFIXED TO OR
INCORPORATED INTO REAL PROPERTY. CLEANROOM:
7
(A) INCLUDES THE INTEGRATED SYSTEMS, FIXTURES, PIPING, MOVABLE
PARTITIONS, LIGHTING AND ALL PROPERTY THATIS NECESSARY OR
ADAPTED TO REDUCE CONTAMINATION OR TO CONTROL AIRFLOW,
TEMPERATURE,HUMIDITY, CHEMICAL PURITY OR OTHER ENVIRONMENTAL
CONDITIONS OR MANUFACTURING TOLERANCES, AS WELL AS THE
PRODUCTION MACHINERY AND EQUIPMENT OPERATING IN CONJUNCTION
WITH THE CLEANROOM ENVIRONMENT.
(B) DOES NOT INCLUDE THE BUILDING OR OTHER PERMANENT,
NONREMOVABLE COMPONENT OF THE BUILDING THAT HOUSES THE
CLEANROOM ENVIRONMENT.
(17) MACHINERY AND EQUIPMENT THAT ARE PURCHASED BY OR ON BEHALF OF THE
OWNERS OF A SOUNDSTAGE COMPLEX AND PRIMARILY USED FOR MOTION
PICTURE, MULTIMEDIA OR INTERACTIVE VIDEO PRODUCTION IN THE COMPLEX.
THIS PARAGRAPH APPLIES ONLY IF THE INITIAL CONSTRUCTION OF THE
SOUNDSTAGE COMPLEX BEGINS AFTER JUNE 30, 1996 AND BEFORE JANUARY 1,
2002 AND THE MACHINERY AND EQUIPMENT ARE PURCHASED BEFORE THE
EXPIRATION OF FIVE YEARS AFTER THE START OF INITIAL CONSTRUCTION. FOR
PURPOSES OF THIS PARAGRAPH:
(A) "MOTION PICTURE, MULTIMEDIA OR INTERACTIVE VIDEO PRODUCTION"
INCLUDES PRODUCTS FOR THEATRICAL AND TELEVISION RELEASE,
EDUCATIONAL PRESENTATIONS, ELECTRONIC RETAILING, DOCUMENTARIES,
MUSIC VIDEOS, INDUSTRIAL FILMS, CD-ROM, VIDEO GAME PRODUCTION,
COMMERCIAL ADVERTISING AND TELEVISION EPISODE PRODUCTION AND
OTHER GENRES THAT ARE INTRODUCED THROUGH DEVELOPING
TECHNOLOGY.
(B) "SOUNDSTAGE COMPLEX" MEANS A FACILITY OF MULTIPLE STAGES
INCLUDING PRODUCTION OFFICES, CONSTRUCTION SHOPS AND RELATED
AREAS, PROP AND COSTUME SHOPS, STORAGE AREAS, PARKING FOR
PRODUCTION VEHICLES AND AREAS THAT ARE LEASED TO BUSINESSES
THAT COMPLEMENT THE PRODUCTION NEEDS AND ORIENTATION OF THE
OVERALL FACILITY.
(18) TANGIBLE PERSONAL PROPERTY THAT IS USED BY EITHER OF THE FOLLOWING TO
RECEIVE,STORE, CONVERT, PRODUCE, GENERATE, DECODE, ENCODE, CONTROL
OR TRANSMIT TELECOMMUNICATIONS INFORMATION:
(A) ANY DIRECT BROADCAST SATELLITE TELEVISION OR DATA TRANSMISSION
SERVICE THAT OPERATES PURSUANT TO 47 CODE OF FEDERAL
REGULATIONS PARTS 25 AND 100.
(B) ANY SATELLITE TELEVISION OR DATA TRANSMISSION FACILITY, IF BOTH OF
THE FOLLOWING CONDITIONS ARE MET:
(i) OVER TWO-THIRDS OF THE TRANSMISSIONS, MEASURED IN
MEGABYTES, TRANSMITTED BY THE FACILITY DURING THE TEST
PERIOD WERE TRANSMITTED TO OR ON BEHALF OF ONE OR MORE
DIRECT BROADCAST SATELLITE TELEVISION OR DATA
TRANSMISSION SERVICES THAT OPERATE PURSUANT TO 47 CODE
OF FEDERAL REGULATIONS PARTS 25 AND 100.
(ii) OVER TWO-THIRDS OF THE TRANSMISSIONS, MEASURED IN
MEGABYTES, TRANSMITTED BY OR ON BEHALF OF THOSE DIRECT
BROADCAST TELEVISION OR DATA TRANSMISSION SERVICES
DURING THE TEST PERIOD WERE TRANSMITTED BY THE FACILITY TO
OR ON BEHALF OF THOSE SERVICES.
FOR PURPOSES OF SUBDIVISION (B) OF THIS PARAGRAPH, "TEST PERIOD" MEANS
THE THREE HUNDRED SIXTY-FIVE DAY PERIOD BEGINNING ON THE LATER OF THE
DATE ON WHICH THE TANGIBLE PERSONAL PROPERTY IS PURCHASED OR THE DATE
ON WHICH THE DIRECT BROADCAST SATELLITE TELEVISION OR DATA
TRANSMISSION SERVICE FIRST TRANSMITS INFORMATION TO ITS CUSTOMERS.
8
(b) The term "income-producing capital equipment" shall further include ancillary machinery and
equipment used for the treatment of waste products created by the business activities which are
allowed to purchase"income-producing capital equipment"defined in subsection (a) above.
(c) The term "income-producing capital equipment" shall further include repair and replacement parts,
other than the items in subsection(d)below,where the property is acquired to become an integral part
of another item itemized in subsections (a) or (b) above.
(d) The tangible personal property defined as income-producing capital equipment in this Section shall
not include:
(1) expendable materials.
(2) janitorial equipment and hand tools.
(3) office equipment, furniture, and supplies.
(4) tangible personal property used in selling or distributing activities.
(5) motor vehicles required to be licensed by the State of Arizona, except buses or other urban
mass transit vehicles specifically exempted pursuant to subsection (a)(10) above without
regard to the use of such motor vehicles.
(6) shops, buildings, docks, depots, and all other materials of whatever kind or character not
specifically included as exempt.
(7) motors and pumps used in drip irrigation systems.
(e) For the purposes of this Section:
(1) "aircraft" includes:
(A) an airplane flight simulator that is approved by the Federal Aviation Administration for
use as a Phase II or higher flight simulator under Appendix H, 14 Code of Federal
Regulations Part 121.
(B) tangible personal property that is permanently affixed or attached as a component
part of an aircraft that is owned or operated by a certificated or licensed carrier of
persons or property.
(2) "other accessories and related equipment" includes aircraft accessories and equipment such
as ground service equipment that physically contact aircraft at some point during the overall
carrier operation.
Section 3. Section 8A-120 of the Tax Code of the Town of Oro Valley is amended to read:
Sec. 8A-120. Definitions: food for home consumption.
(a) For the purposes of this Section only, the following definitions shall be applicable:
(1) "Eligible grocery business" means an establishment whose sales of food are such that it is
eligible to participate in the food stamp program established by the Food Stamp Act of 1977
(P.L. 95-113; 91 Stat. 958.7 U.S.C. Section 2011 et seq.), according to regulations in effect
on January 1, 1979. An establishment is deemed eligible to participate in the Food Stamp
Program if it is authorized to participate in the program by the United States Department of
Agriculture Food and Nutrition Service Field Office on the effective date of this Section, or if,
prior to a reporting period for which the return is filed, such retailer proves to the satisfaction
of the Tax Collector that the establishment, based on the nature of the retailer's food sales,
could be eligible to participate in the food stamp program established by the Food Stamp Act
of 1977 according to regulations in effect on January 1, 1979.
(2) "Facilities for the consumption of food" means tables, chairs, benches, booths, stools,
counters, and similar conveniences, trays, glasses, dishes, or other tableware and parking
areas for the convenience of in-car consumption of food in or on the premises on which the
retailer conducts business.
(3) "Food for consumption on the premises" means any of the following:
(A) "Hot prepared food" as defined below.
(B) Hot or cold sandwiches.
9
(C) Food served by an attendant to be eaten at tables, chairs, benches, booths, stools,
counters,and similar conveniences and within parking areas for the convenience of
in-car consumption of food.
(D) Food served with trays, glasses, dishes, or other tableware.
(E) Beverages sold in cups, glasses, or open containers.
(F) Food sold by caterers.
(G) Food sold within the premises of theatres, movies, operas, shows of any type or
nature, exhibitions, concerts, carnivals, circuses, amusement parks, fairs, races,
contests, games, athletic events, rodeos, billiard and pool parlors, bowling alleys,
public dances, dance halls, boxing,wrestling and other matches, and any business
which charges admission, entrance, or cover fees for exhibition, amusement,
entertainment, or instruction.
(H) Any items contained in subsections(a)(3)(A)through(G) above even though they are
sold on a "take-out" or "to go" basis, and whether or not the item is packaged,
wrapped, or is actually taken from the premises.
(4) "Hot prepared food"means those products, items, or ingredients of food which are prepared
and intended for consumption in a heated condition. "Hot prepared food" includes a
combination of hot and cold food items or ingredients if a single price has been established.
(5) "Premises" means the total space and facilities in or on which a vendor conducts business
and which are owned or controlled, in whole or in part, by a vendor or which are made
available for the use of customers of the vendor or group of vendors, including any building
or part of a building, parking lot, or grounds.
(b) "Food for home consumption" means all food, except food for consumption on the premises, if sold
by any of the following:
(1) An eligible grocery business.
(2) A person who conducts a business whose primary business is not the sale of food but who
sells food which is displayed, packaged, and sold in a similar manner as an eligible grocery
business.
(3) A person who sells food and does not provide or make available any facilities for the
consumption of food on the premises.
(4) A person who conducts a delicatessen business either from a counter which is separate from
the place and cash register where taxable sales are made or from a counter which has two
cash registers and which are used to record taxable and tax exempt sales, or a retailer who
conducts a delicatessen business who uses a cash register which has at least two tax
computing keys which are used to record taxable and tax exempt sales.
(5) (Reserved)
(6) Vending machines and other types of automatic retailers.
(7) A PERSON'S SALES OF FOOD, DRINK AND CONDIMENT FOR CONSUMPTION WITHIN
THE PREMISES OF ANY PRISON, JAIL OR OTHER INSTITUTION UNDER THE
JURISDICTION OF THE STATE DEPARTMENT OF CORRECTIONS, THE DEPARTMENT
OF PUBLIC SAFETY,THE DEPARTMENT OF JUVENILE CORRECTIONS OR A COUNTY
SHERIFF.
Section 4. Section 8A-266 of the Tax Code of the Town of Oro Valley is amended to read:
Sec. 8A-266. Exclusion of motor carrier revenues from gross income.
There shall be excluded from gross income the gross proceeds of sale or gross income derived from any of
the following:
(a) A motor carrier's use on the public highways in this State if the motor carrier is subject to A
FEE PRESCRIBED IN A.R.S. Title 28, Chapter 9,Article 0 16.
10
•
c (b) Leasing, renting or licensing a motor vehicl-,'-- .:'-= 'i- •-'=- --= = , -- - --, subject to and upon
which the tax FEE has been paid under A.R.S.Title 28, Chapter 9,Article G 16.
(d) (c) The sale of a motor vehicle and any repair and replacement parts and tangible personal property
becoming a part of such motor vehicle,to a-licensed motor carrier : •:- ••- = = • :6 •
who is subject to tomer A FEE PRESCRIBED IN A.R.S. Title 28, Chapter 9,Article 6 16 and who
is engaged in the business of leasing, renting or licensing such property.
(d) FOR THE PURPOSES OF THESE EXCLUSIONS, "MOTOR CARRIER" INCLUDES A MOTOR
VEHICLE WEIGHING 26,000 POUNDS OR MORE, A LIGHTWEIGHT MOTOR VEHICLE WHICH
WEIGHS 12,001 POUNDS TO 26,000 POUNDS AND A LIGHT MOTOR VEHICLE WEIGHING 12,000
POUNDS OR LESS, WHICH PAY THE FEE PRESCRIBED IN A.R.S. TITLE 28, CHAPTER 16.
Section 5. Section 8A-425 of the Tax Code of the Town of Oro Valley is amended to read:
Sec.8A-425. Job printing.
(a) The tax rate shall be at an amount equal to two percent(2%) of the gross income from the business
activity upon every person engaging or continuing in the business of job printing, which includes
engraving of printing plates, embossing, copying, micrographics, and photo reproduction.
(b) The tax imposed by this Section shall not apply to:
(1) job printing purchased for the purpose of resale by the purchaser in the form supplied by the
job printer.
(2) out-of-Town sales.
(3) out-of-State sales.
(4) job printing of newspapers, magazines, or other periodicals or publications for a person who
is subject to the tax imposed by subsection 8A-435(a) or an equivalent excise tax; provided
further that said person is properly licensed by the taxing jurisdiction at the location of
publication.
(5) sales of job printing to :-• -:--: = ' = •--= • --; - -; - =-•
. • A QUALIFYING HOSPITAL,
QUALIFYING COMMUNITY HEALTH CENTER OR A QUALIFYING HEALTH CARE
ORGANIZATION, except when the property sold is for use in activities resulting in gross
income from unrelated business income as that term is defined in 26 U.S.C. Section 512.
(6) (Reserved)
Section 6. Section 8A-435 of the Tax Code of the Town of Oro Valley is amended to read:
Sec.8A-435. Publishing and periodicals distribution.
(a) The tax rate shall be at an amount equal to two percent(2%) of the gross income from the business
activity upon every person engaging or continuing in the business activity of:
(1) publication of newspapers,magazines, or other periodicals when published within the Town,
measured by the gross income derived from notices, subscriptions, and local advertising as
defined in Section 8A-405. In cases where the location of publication is both within and
without this State, gross income subject to the tax shall refer only to gross income derived
from residents of this State or generated by permanent business locations within this State.
(2) distribution or delivery within the Town of newspapers, magazines, or other periodicals not
published within the Town, measured by the gross income derived from subscriptions.
(b) "Location of Publication" is determined by:
(1) location of the editorial offices of the publisher,when the physical printing is not performed by
the publisher; or
11
(2) location of either the editorial offices or the printing facilities, if the publisher performs his own
physical printing.
(c) "Subscription income" shall include all circulation revenue of the publisher except amounts retained
by or credited to carriers or other vendors as compensation for delivery within the State by such
carriers or vendors,and further except sales of published items, directly or through distributors, for the
purpose of resale, to retailers subject to the Privilege Tax on such resale.
(d) "Circulation,"for the purpose of measurement of gross income subject to the tax, shall be considered
to occur at the place of delivery of the published items to the subscriber or intended reader irrespective
of the location of the physical facilities or personnel of the publisher. However, delivery by the United
States mails shall be considered to have occurred at the location of publication.
(e) Allocation of taxes between cities and towns. In cases where publication or distribution occurs in more
than one city or town, the measurement of gross income subject to tax by the Town shall include:
_ (1) that portion of the gross income from publication which reflects the ratio of circulation within
this Town to circulation in all incorporated cities and towns in this State having substantially
similar provisions; plus
(2) only when publication occurs within the Town,that portion of the remaining gross income from
publication which reflects the ratio of circulation within this Town to the total circulation of all
incorporated cities or towns in this State within which cities the taxpayer maintains a location
of publication.
(f) The tax imposed by this section shall not apply to sales of newspapers, magazines or other periodicals
to :-, -=-= = • = *--= . --- - -- - --•• - A QUALIFYING HOSPITAL, QUALIFYING COMMUNITY
HEALTH CENTER OR A QUALIFYING HEALTH CARE ORGANIZATION, except when the property
sold is for use in activities resulting in gross income from unrelated business income as that term is
defined in 26 U.S.C. Section 512.
Section 7. Section 8A-445 of the Tax Code of the Town of Oro Valley is amended to read:
Sec. 8A-445. Rental, leasing, and licensing for use of real property.
(a) The tax rate shall be at an amount equal to two percent (2%) of the gross income from the business
activity upon every person engaging or continuing in the business of leasing or renting real property
located within the Town for a consideration,to the tenant in actual possession, or the licensing for use
of real property TO THE FINAL LICENSEE located within the Town for a consideration including any
improvements, rights, or interest in such property; provided further that:
(1) Payments made by the lessee to, or on behalf of, the lessor for property taxes, repairs, or
improvements are considered to be part of the taxable gross income.
(2) Charges for such items as telecommunications, utilities, pet fees, or maintenance are
considered to be part of the taxable gross income.
(3) However, if the lessor engages in telecommunication activity, as evidenced by installing
individual metering equipment and by billing each tenant based upon actual usage, such
activity is taxable under Section 8A-470.
(b) If individual utility meters have been installed for each tenant and the lessor separately charges each
single tenant for the exact billing from the utility company, such charges are exempt.
(c) Charges by : •--: --- • '-- A QUALIFYING HOSPITAL, QUALIFYING COMMUNITY
HEALTH CENTER OR A QUALIFYING HEALTH CARE ORGANIZATION to patients of such facilities
for use of rooms or other real property during the course of their treatment by such facilities are
exempt.
12
(d) Charges for joint pole usage by a person engaged in the business of providing or furnishing utility or
telecommunication services to another person engaged in the business of providing or furnishing utility
or telecommunication services are exempt from the tax imposed by this Section.
(e) Exempt from the tax imposed by this Section is gross income derived from the rental, leasing, or
licensing for use of real property to :-, -:- : = • = --= , --; - -; - = • • , A QUALIFYING
HOSPITAL, QUALIFYING COMMUNITY HEALTH CENTER OR A QUALIFYING HEALTH CARE
ORGANIZATION, except when the property so rented, leased, or licensed is for use in activities
resulting in gross income from unrelated business income as that term is defined in 26 U.S.C. Section
512.
(f) A person who has less than three (3) apartments, houses, trailer spaces, or other lodging spaces
rented, leased or licensed or available for rent, lease, or license within the State and no units of
commercial property for rent, lease, or license within the State, is not deemed to be in the rental
business, and is therefore exempt from the tax imposed by this section on such income. However,
a person who has one (1) or more units of commercial property is subject to the tax imposed by this
section on rental,lease and license income from all such lodging spaces and commercial units of real
estate even though said person may have fewer than three (3) lodging spaces.
(g) (Reserved)
(h) Except as may be provided in another section of this chapter, the tax prescribed by this section shall
not include gross income from the rental, leasing or licensing of lodging or lodging space to an
individual who resides therein.
(i) (Reserved)
(j) Exempt from the tax imposed by this Section is gross income derived from the activities taxable under
Section 8A-444 of this code.
(k) (Reserved)
(I) (Reserved)
(m) Notwithstanding the other provisions of this section, the tax imposed by this section does not apply to
the rental, leasing or licensing for use of commercial property.
(n) Notwithstanding the provisions of Section 8A-200(b), the fair market value of one (1) apartment, in an
apartment complex provided rent free to an employee of the apartment complex is not subject to the
tax imposed by this Section. For an apartment complex with more than fifty (50) units, an additional
apartment provided rent free to an employee for every additional fifty (50) units is not subject to the
tax imposed by this Section.
Section 8. Section 8A-450 of the Tax Code of the Town of Oro Valley is amended to read:
Sec.8A-450. Rental, leasing, and licensing for use of tangible personal property.
(a) The tax rate shall be at an amount equal to two percent (2%) of the gross income from the business
activity upon every person engaging or continuing in the business of leasing, licensing for use, or
renting tangible personal property for a consideration, including that which is semi-permanently or
permanently installed within the Town as provided by Regulation.
13
(b) Special provisions relating to long-term motor vehicle leases. A lease transaction involving a motor
vehicle for a minimum period of twenty-four (24) months shall be considered to have occurred at the
location of the motor vehicle dealership, rather than the location of the place of business of the lessor,
even if the lessor's interest in the lease and its proceeds are sold, transferred, or otherwise assigned
to a lease financing institution; provided further that the city or town where such motor vehicle
dealership is located levies a Privilege Tax or an equivalent excise tax upon the transaction.
(c) Gross income derived from the following transactions shall be exempt from Privilege Taxes imposed
by this Section:
(1) rental, leasing, or licensing for use of tangible personal property to persons engaged or
continuing in the business of leasing, licensing for use, or rental of such property.
(2) rental, leasing, or licensing for use of tangible personal property that is semi-permanently or
permanently installed within another city or town that levies an equivalent excise tax on the
transaction.
(3) rental, leasing, or licensing for use of film, tape, or slides to a theater or other person taxed
under Section 8A-410, or to a radio station, television station, or subscription television
system.
(4) rental, leasing, or licensing for use of the following:
(A) prosthetics.
(B) income-producing capital equipment.
(C) mining and metallurgical supplies.
These exemptions include the rental, leasing, or licensing for use of tangible personal
property which,if it had been purchased instead of leased, rented, or licensed by the lessee
or licensee,would qualify as income-producing capital equipment or mining and metallurgical
supplies.
(5) rental, leasing, or licensing for use of tangible personal property to
A QUALIFYING HOSPITAL, QUALIFYING COMMUNITY HEALTH
CENTER OR A QUALIFYING HEALTH CARE ORGANIZATION, except when the property
so rented,leased,or licensed is for use in activities resulting in gross income from unrelated
business income as that term is defined in 26 U.S.C.Section 512 OR RENTAL, LEASING, OR
LICENSING FOR USE OF TANGIBLE PERSONAL PROPERTY IN THIS STATE BY A
NONPROFIT CHARITABLE ORGANIZATION THAT HAS QUALIFIED UNDER SECTION
501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE AND THAT ENGAGES
IN AND USES SUCH PROPERTY EXCLUSIVELY FOR TRAINING, JOB PLACEMENT OR
REHABILITATION PROGRAMS OR TESTING FOR MENTALLY OR PHYSICALLY
HANDICAPPED PERSONS.
(6) separately billed charges for delivery, installation, repair, and/or maintenance as provided by
Regulation.
(7) charges for joint pole usage by a person engaged in the business of providing or furnishing
utility or telecommunication services to another person engaged in the business of providing
or furnishing utility or telecommunication services.
(8) the gross income from coin-operated washing, drying, and dry cleaning machines, or from
coin-operated car washing machines. This exemption shall not apply to suppliers or
distributors renting,leasing,or licensing for use of such equipment to persons engaged in the
operation of coin-operated washing, drying, dry cleaning, or car washing establishments.
(9) rental, leasing, or licensing of aircraft that would qualify as aircraft acquired for use outside
the State, as prescribed by Regulation, if such rental, leasing, or licensing had been a sale.
14
Section 9. Section 8A-455 of the Tax Code of the Town of Oro Valley is amended to read:
Sec. 8A-455. Restaurants and Bars.
(a) The tax rate shall be at an amount equal to two percent (2%) of the gross income from the business
activity upon every person engaging or continuing in the business of preparing or serving food or
beverage in a bar,cocktail lounge, restaurant, or similar establishment where articles of food or drink
are prepared or served for consumption on or off the premises, including also the activity of catering.
Cover charges and minimum charges must be included in the gross income of this business activity.
(b) Caterers and other taxpayers subject to the tax who deliver food and/or serve such food off premises
shall also be allowed to exclude separately charged delivery, set-up, and clean-up charges, provided
that the charges are also maintained separately in the books and records. When a taxpayer delivers
food and/or serves such food off premises, his regular business location shall still be deemed the
location of the transaction for the purposes of the tax imposed by this Section.
(c) The tax imposed by this Section shall not apply to sales to :- . -.-= = . = .--= ' -"= " "= "
A QUALIFYING HOSPITAL, QUALIFYING COMMUNITY HEALTH CENTER OR A QUALIFYING
HEALTH CARE ORGANIZATION,except when sold for use in activities resulting in gross income from
unrelated business income as that term is defined in 26 U.S.C. Section 512.
(d) THE TAX IMPOSED BY THIS SECTION SHALL NOT APPLY TO SALES OF FOOD, BEVERAGES,
CONDIMENTS AND ACCESSORIES USED FOR SERVING FOOD AND BEVERAGES TO A
COMMERCIAL AIRLINE, AS DEFINED IN A.R.S. § 42-1310.01(A)(48),THAT SERVES THE FOOD
AND BEVERAGES TO ITS PASSENGERS,WITHOUT ADDITIONAL CHARGE, FOR CONSUMPTION
IN FLIGHT.
(e) THE TAX IMPOSED BY THIS SECTION SHALL NOT APPLY TO SALES OF PREPARED FOOD,
BEVERAGES, CONDIMENTS OR ACCESSORIES TO A PUBLIC EDUCATIONAL ENTITY,
PURSUANT TO ANY OF THE PROVISIONS OF TITLE 15,ARIZONA REVISED STATUTES, TO THE
EXTENT SUCH ITEMS ARE TO BE PREPARED OR SERVED TO INDIVIDUALS FOR
CONSUMPTION ON THE PREMISES OF A PUBLIC EDUCATIONAL ENTITY DURING SCHOOL
HOURS.
(f) FOR THE PURPOSES OF THIS SECTION, "ACCESSORIES" MEANS PAPER PLATES, PLASTIC
EATING UTENSILS, NAPKINS, PAPER CUPS, DRINKING STRAWS, PAPER SACKS OR OTHER
DISPOSABLE CONTAINERS, OR OTHER ITEMS WHICH FACILITATE THE CONSUMPTION OF
THE FOOD.
Section 10. Section 8A-465 of the Tax Code of the Town of Oro Valley is amended to read:
Sec. 8A-465. Retail sales: exemptions.
Income derived from the following sources is exempt from the tax imposed by Section 14-460:
(a) sales of tangible personal property to a person regularly engaged in the business of selling such
property.
(b) out-of-Town sales or out-of-State sales.
(c) charges for delivery, installation, or other direct customer services as prescribed by Regulation.
(d) charges for repair services as prescribed by Regulation, when separately charged and separately
maintained in the books and records of the taxpayer.
15
(e) sales of warranty, maintenance, and service contracts, when separately charged and separately
maintained in the books and records of the taxpayer.
(f) sales of prosthetics.
(g) sales of income-producing capital equipment.
(h) sales of rental equipment and rental supplies.
(i) sales of mining and metallurgical supplies.
(j)
sales of motor vehicle fuel and use fuel which are subject to a tax imposed under the provisions of
Article I or II, Chapter 9 CHAPTER 16, Title 28, Arizona Revised Statutes; or sales of use fuel to a
holder of a valid single trip use fuel tax permit issued under A.R.S. Section 28-5739, or sales
of natural gas or liquefied petroleum gas used to propel a motor vehicle.
(k) sales of tangible personal property to a construction contractor who holds a valid Privilege Tax License
for engaging or continuing in the business of construction contracting where the tangible personal
property sold is incorporated into any structure or improvement to real property as part of construction
contracting activity.
(I) sales of motor vehicles to nonresidents of this State for use outside this State if the vendor ships or
delivers the motor vehicle to a destination outside this State.
(m) sales of tangible personal property which directly enters into and becomes an ingredient or component
part of a product sold in the regular course of the business of job printing, manufacturing, or publication
of newspapers, magazines, or other periodicals. Tangible personal property which is consumed or
used up in a manufacturing,job printing, publishing, or production process is not an ingredient nor
component part of a product.
(n) (Reserved)
(1) (Reserved)
(2) (Reserved)
(o) sales to hotels,bars,restaurants,dining cars,lunchrooms, boarding houses, or similar establishments
of articles consumed as food,drink,or condiment,whether simple,mixed, or compounded, where such
articles are customarily prepared or served to patrons for consumption on or off the premises, where
the purchaser is properly licensed and paying a tax under Section 8A-455 or the equivalent excise tax
upon such income.
(p) sales of tangible personal property to :-• -4-6 = • = • ; • --- - -- - - - • • A QUALIFYING
HOSPITAL, QUALIFYING COMMUNITY HEALTH CENTER OR A QUALIFYING HEALTH CARE
ORGANIZATION,except when the property sold is for use in activities resulting in gross income from
unrelated business income as that term is defined in 26 U.S.C. Section 512 OR SALES OF TANGIBLE
PERSONAL PROPERTY PURCHASED IN THIS STATE BY A NONPROFIT CHARITABLE
ORGANIZATION THAT HAS QUALIFIED UNDER SECTION 501(C)(3) OF THE UNITED STATES
INTERNAL REVENUE CODE AND THAT ENGAGES IN AND USES SUCH PROPERTY
EXCLUSIVELY FOR TRAINING, JOB PLACEMENT OR REHABILITATION PROGRAMS OR
TESTING FOR MENTALLY OR PHYSICALLY HANDICAPPED PERSONS.
(q) sales of food for home consumption.
(r) sales of the following to persons engaging or continuing in the business of farming, ranching, or
feeding livestock, poultry or ratites:
(1) seed, fertilizer, fungicides, seed treating chemicals, and other similar chemicals.
(2) feed for livestock,poultry or ratites, including salt, vitamins, and other additives to such feed.
16
(3) livestock, poultry or ratites purchased or raised for slaughter, but not including livestock
purchased or raised for production or use, such as milch cows, breeding bulls, laying hens,
riding or work horses.
(4) (Reserved)
This exemption shall not be construed to include machinery, equipment, fuels, lubricants,
pharmaceuticals, repair and replacement parts, or other items used or consumed in the running,
maintenance, or repair of machinery, equipment, buildings, or structures used or consumed in the
business of farming, ranching, or feeding of livestock, poultry or ratites.
(s) sales of groundwater measuring devices required by A.R.S. Section 45-604.
(t) sales of paintings,sculptures or similar works of fine art, provided that such works of fine art are sold
by the original artist; and provided further that sales of "art creations", such as jewelry, macrame,
glasswork, pottery, woodwork, metalwork, furniture, and clothing, when such "art creations" have a
dual purpose, both aesthetic and utilitarian, are not exempt, whether sold by the artist or by another.
(u) sales of aircraft acquired for use outside the State, as prescribed by Regulation.
(v) sales of food products by producers as provided for by A.R.S. Sections 3-561, 3-562 and 3-563.
(w) (Reserved)
(x) sales of food and drink to a properly licensed restaurant which provides such food and drink without
monetary charge to its employees for their own consumption on the premises during such employees'
hours of employment.
(y) -= -- : :-•- -- . ..:, : •- -4-4.-- . . ; - . ..- . : .•=- - -- ..
ii - - - -- i : .•. - .. •• - - ......
- • - - .• -. ---.. -.• . ' 1!.IkiiLL!LLG i .
:*/KiliA in," -- -: -- V..- i : --, i :- •- -: .-. • -- -, -.. .--, ...- -•.-, . -. - ...-, ...-
. (RESERVED)
(z) gross income received for tangible personal property consisting of manufactured items destroyed by
being subjected to destructive stress, strain or similar testing, for the purpose of developing
engineering information or for the purpose of quality control, but only to the extent that a sale of said
property would otherwise be exempt by the provisions of this Chapter.
(aa) THE SALE OF TANGIBLE PERSONAL PROPERTY USED IN REMEDIATION CONTRACTING AS
DEFINED IN SECTION 8A-100 AND REGULATION 8A-100.5.
(bb) SALES OF MATERIALS THAT ARE PURCHASED BY OR FOR PUBLICLY FUNDED LIBRARIES
INCLUDING SCHOOL DISTRICT LIBRARIES, CHARTER SCHOOL LIBRARIES, COMMUNITY
COLLEGE LIBRARIES, STATE UNIVERSITY LIBRARIES OR FEDERAL, STATE, COUNTY OR
MUNICIPAL LIBRARIES FOR USE BY THE PUBLIC AS FOLLOWS:
(1) PRINTED OR PHOTOGRAPHIC MATERIALS.
(2) ELECTRONIC OR DIGITAL MEDIA MATERIALS.
(cc) SALES OF FOOD,BEVERAGES,CONDIMENTS AND ACCESSORIES USED FOR SERVING FOOD
AND BEVERAGES TO A COMMERCIAL AIRLINE, AS DEFINED IN A.R.S. § 42-1310.01(A)(48),
THAT SERVES THE FOOD AND BEVERAGES TO ITS PASSENGERS, WITHOUT ADDITIONAL
CHARGE, FOR CONSUMPTION IN FLIGHT. FOR THE PURPOSES OF THIS SUBSECTION,
"ACCESSORIES"MEANS PAPER PLATES, PLASTIC EATING UTENSILS, NAPKINS, PAPER CUPS,
DRINKING STRAWS, PAPER SACKS OR OTHER DISPOSABLE CONTAINERS, OR OTHER ITEMS
WHICH FACILITATE THE CONSUMPTION OF THE FOOD.
17
(dd) IN COMPUTING THE TAX BASE IN THE CASE OF THE SALE OR TRANSFER OF WIRELESS
TELECOMMUNICATION EQUIPMENT AS AN INDUCEMENT TO A CUSTOMER TO ENTER INTO
OR CONTINUE A CONTRACT FOR TELECOMMUNICATION SERVICES THAT ARE TAXABLE
UNDER SECTION 8A-470, GROSS PROCEEDS OF SALES OR GROSS INCOME DOES NOT
INCLUDE ANY SALES COMMISSIONS OR OTHER COMPENSATION RECEIVED BY THE
RETAILER AS A RESULT OF THE CUSTOMER ENTERING INTO OR CONTINUING A CONTRACT
FOR THE TELECOMMUNICATIONS SERVICES.
(ee) FOR THE PURPOSES OF THIS SECTION, A SALE OF WIRELESS TELECOMMUNICATION
EQUIPMENT TO A PERSON WHO HOLDS THE EQUIPMENT FOR SALE OR TRANSFER TO A
CUSTOMER AS AN INDUCEMENT TO ENTER INTO OR CONTINUE A CONTRACT FOR
TELECOMMUNICATION SERVICES THAT ARE TAXABLE UNDER SECTION 8A-470 IS
CONSIDERED TO BE A SALE FOR RESALE IN THE REGULAR COURSE OF BUSINESS.
(ff) SALES OF ALTERNATIVE FUEL AS DEFINED IN A.R.S. § 1-215,TO A USED OIL FUEL BURNER
WHO HAS RECEIVED A DEPARTMENT OF ENVIRONMENTAL QUALITY PERMIT TO BURN USED
OIL OR USED OIL FUEL UNDER A.R.S. § 49-426 OR § 49-480.
(gg)
SALES OF FOOD, BEVERAGES, CONDIMENTS AND ACCESSORIES TO A PUBLIC
EDUCATIONAL ENTITY, PURSUANT TO ANY OF THE PROVISIONS OF TITLE 15, ARIZONA
REVISED STATUTES;TO THE EXTENT SUCH ITEMS ARE TO BE PREPARED OR SERVED TO
INDIVIDUALS FOR CONSUMPTION ON THE PREMISES OF A PUBLIC EDUCATIONAL ENTITY
DURING SCHOOL HOURS. FOR THE PURPOSES OF THIS SUBSECTION, "ACCESSORIES"
MEANS PAPER PLATES, PLASTIC EATING UTENSILS, NAPKINS, PAPER CUPS, DRINKING
STRAWS, PAPER SACKS OR OTHER DISPOSABLE CONTAINERS, OR OTHER ITEMS WHICH
FACILITATE THE CONSUMPTION OF THE FOOD.
(hh) SALES OF PERSONAL HYGIENE ITEMS TO A PERSON ENGAGED IN THE BUSINESS OF AND
SUBJECT TO TAX UNDER SECTION 8A-444 OF THIS CODE IF THE TANGIBLE PERSONAL
PROPERTY IS FURNISHED WITHOUT ADDITIONAL CHARGE TO AND INTENDED TO BE
CONSUMED BY THE PERSON DURING HIS OCCUPANCY.
Section 11. Section 8A-480 of the Tax Code of the Town of Oro Valley is amended to read:
Sec. 8A-480. Utility services.
(a) The tax rate shall be at an amount equal to zero percent(0%) of the gross income from the business
activity upon every person engaging or continuing in the business of producing, providing, or
furnishing utility services,including electricity, electric lights, current, power, gas (natural or artificial),
or water to:
(1) consumers or ratepayers who reside within the Town.
(2) (Reserved)
(b) Exclusion of certain sales of natural gas to a public utility. Notwithstanding the provisions of
subsection (a) above, the gross income derived from the sale of natural gas to a public utility for the
purpose of generation of power to be transferred by the utility to its ratepayers shall be considered
a retail sale of tangible personal property subject to Sections 8A-460 and 8A-465, and not considered
gross income taxable under this Section.
(c) Resale utility services. Sales of utility services to another provider of the same utility services for the
purpose of providing such utility services either to another properly licensed utility provider or directly
to such purchaser's customers or ratepayers shall be exempt and deductible from the gross income
subject to the tax imposed by this Section, provided that the purchaser is properly licensed by all
applicable taxing jurisdictions to engage or continue in the business of providing utility services, and
further provided that the seller maintains proper documentation, in a manner similar to that for sales
for resale, of such transactions.
18
(d) (Reserved)
(e) The tax imposed by this Section shall not apply to sales of utility services to
A QUALIFYING HOSPITAL, QUALIFYING COMMUNITY HEALTH CENTER OR
A QUALIFYING HEALTH CARE ORGANIZATION, except when sold for use in activities resulting in
gross income from unrelated business income as that term is defined in 26 U.S.C. Section 512.
(f) The tax imposed by this Section shall not apply to sales of natural gas or liquefied petroleum gas used
to propel a motor vehicle.
(g) The tax imposed by this Section shall not apply to:
(1) revenues received by a municipally owned utility in the form of fees charged to persons
constructing residential, commercial or industrial developments or connecting residential,
commercial or industrial developments to a municipal utility system or systems if the fees are
segregated and used only for capital expansion, system enlargement or debt service of the
utility system or systems.
(2) revenues received by any person or persons owning a utility system in the form of
reimbursement or contribution compensation for property and equipment installed to provide
utility access to, on or across the land of an actual utility consumer if the property and
equipment become the property of the utility. This exclusion shall not exceed the value of
such property and equipment.
(h) THE TAX IMPOSED BY THIS SECTION SHALL NOT APPLY TO SALES OF ALTERNATIVE FUEL
AS DEFINED IN A.R.S. § 1-215, TO A USED OIL FUEL BURNER WHO HAS RECEIVED A
DEPARTMENT OF ENVIRONMENTAL QUALITY PERMIT TO BURN USED OIL OR USED OIL FUEL
UNDER A.R.S. § 49-426 OR§ 49-480.
Section 12. The Tax Code of the Town of Oro Valley is amended by adding Regulation 8A-100.5:
Reg.8A-100.5. REMEDIATION CONTRACTING
THE FOLLOWING ACTIVITIES ARE CONSIDERED REMEDIATION CONTRACTING AND ARE EXEMPT:
(1) EXCAVATION, TRANSPORTATION, TREATMENT, AND/OR DISPOSAL OF
CONTAMINATED SOIL FOR PURPOSES OF SITE REMEDIATION (RATHER THAN
CHARACTERIZATION);
(2) INSTALLATION OF GROUNDWATER EXTRACTION AND/OR INJECTION WELLS FOR
PURPOSES OF GROUNDWATER REMEDIATION;
(3) INSTALLATION OF PUMPS AND PIPING INTO GROUNDWATER EXTRACTION WELLS
FOR REMEDIATION PURPOSES;
(4) INSTALLATION OF VAPOR EXTRACTION WELLS FOR THE PURPOSE OF SOIL OR
GROUNDWATER REMEDIATION;
(5) CONSTRUCTION OF REMEDIATION SYSTEMS,SUCH AS GROUNDWATER TREATMENT
PLANTS, VAPOR EXTRACTION SYSTEMS, OR AIR INJECTION SYSTEMS;
(6) CONNECTION OF REMEDIATION SYSTEMS TO UTILITIES;
(7) ABANDONMENT OF GROUNDWATER OR VAPOR EXTRACTION WELLS;
(8) REMOVAL/DEMOLITION OF REMEDIATION SYSTEMS;
(9) CAPPING/CLOSURE CONSTRUCTION ACTIVITIES;AND
(10) SERVICE OR HANDLING CHARGES FOR SUBCONTRACTED REMEDIATION
CONTRACTING ACTIVITIES.
19
TOWN OF ORO VALLEY 6
COUNCIL COMMUNICATION MEETING DATE: May 20, 1998
TO: HONORABLE MAYOR & COUNCIL
FROM: Kathryn Cuvelier, Town Clerk
SUBJECT: Request for permission from Mr. & Mrs. Gary Leeks to sell ice cream from their
truck in the streets of Oro Valley
SUMMARY:
Mr. & Mrs. Gary Leeks have requested a business license to sell ice cream from their truck within the
Town of Oro Valley.
In accordance with Section 8-1-6 of the Oro Valley Town Code, as a condition of approval of their
business license, they must first receive permission from the Town Council.
ATTACHMENTS:
1. Section 8-1-6 of the Oro Valley Town Code
2. Letter of request from Mr. & Mrs. Gary Leeks
3. Business License Application
4. Pima County Health Permit
5. Insurance Certificate
6. Certificate of Title for vehicle
7. Vehicle Registration
SUGGESTED MOTION:
I move to grant permission to Mr. & Mrs. Gary Leeks to sell ice cream from their truck in the Town of
Oro Valley.
or....
I move to deny permission to Mr. & Mrs. Gary Leeks to sell ice cream from their truck in the Town of
Oro Valley. de.ezdte,j
Department Head
Town M ager
8-1-4.2
for the mailing817 Signs to be Obscrti�ed
the same manner as provided - - while
Board conducting the business of
decision and to the It is unlawful for any person.
of notice o f action or eddler, solicitor,
decision of the p
chief of police. The enter upon any residential
on the appeal shall be final or canvasser to p
of Adjustment , pPin the town to ring the doorbell or
and bindingon all parties concerned. premises
•
knock at any building where the owner.
8-1-5 Peddling Without License
occupant or person legally in charge of the
remises has posted in plain view at the
Prohibited P
is takepart entry to the premises. on _or near the
It unlawful for any person to .
• • • hawking, doorway of the premises. or at the entry to
in the act of soliciting, peddling, g�
sellingor vendingof goods. wares. the principal building on the premises a sign
-- merchandise, magazines or servicesby bearing the words "no peddlers", "no
merchandise,
entering upon private residential property in solicitors", "n® canvassers" or a similar
the town without having first obtained a message.
license and identification card: without
ving the town issued identification card in
their
ha � such 8-1-8 Charitable. Religious and
possession: or failing to exhibit Educational Organizations;
identification card when request is made for
the card by the owner, occupant or person Exemption
in charge of the premises.ses. Any
A. Any organization,society,association
legallysection or corporation
person found guilty of violating this desiring to solicit, or have
shall solicited in its name. money, donations of
or anyother section of this ordinanceof
a class I money or property, or financial assistance
be guilty of committing
misdemeanor punishable by a fine not to any kind or desiring to sell or distribute any
for which
dollars item of literature or merchandise
exceed twenty-five hundred
imprisonment not to a fee is charged or solicited from persons,
($2,500.00) or by of such organization,
months orboth such fine other than members g
exceed six (6) by
• ent. Each day that a violation upon the streets. in office or business
and imprisonm
buildings, by house to house canvass, or in
continues shall be a separate . g
offensepublic places for a charitable, religious.
P ,
"le
• Sellingeducational, or similar nonprofit purpose
8-1-6 Permission Required for as
shall be exempt from the payment of fees
on Streets or sidewalks article
iserect orprovided in section 8-1-2 of this
It unlawful for any person to in
or counter on any provided there is filed a sworn application
maintain any booth, standbe furnished bythe
intown for the purpose of writing on a form to
sidewalk the
town which
sale or trade or keep or maintain shall give the following.
streets or alleys any wagon, cart, information:
upon the s. 1. Name and purpose of the cause for
vehicle, movable booth or stand for
wheel,
the purpose which permit is sought.
oSe of barter or trade without
P 2. Names and addresses of the officers
obtaining permission of the council. .
ob g and directors of the organization.
3. Period during which solicitation is to
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7
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION MEETING DATE: May 20, 1998
TO: HONORABLE MAYOR& COUNCIL
FROM: Steven Faaborg, Civil Engineering Technician
SUBJECT: Request from Mr. & Mrs. Larry Belock for a temporary waiver of the no access
easement to their property from Lambert Lane to their lot (Lot #45) in Vista del Oro Estates
(445 West Paseo Rio Grande).
SUMMARY:
Staff received a request from Mrs. Belock to obtain temporary relief from the no access easement
on their lot along Lambert Lane. The Belock's wish to construct a pool in their back yard, and
have applied for a building permit to do so. That application is presently under review by the
Building Codes and Planning and Zoning staff. Landscaping, vegetation and trees, along with
narrow side yards hinder access from the front to the back of the lot. The Belock's would
remove a section of the wall along Lambert Lane to provide access. The opening in the wall
would be sealed off during periods when construction is not under way. Upon completion of
the project, the wall and right-of-way would be restored to their pre-construction condition. The
Belock's have sought and obtained the support of the Vista del Oro Estates Architectural Review
Committee.
ATTACHMENTS:
Letter from Vista del Oro Estates Homeowner's Association, letter from adjoining neighbors.
FISCAL IMPACT:
None
RECOMMENDATIONS OF STAFF:
Given the circumstances of this request, staff recommends approval subject to:
1. The Belock's obtaining a Right-of-Way Use Permit from the Department of Public Works.
2. Access is used only for the purpose of pool construction.
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION PAGE 2 OF 2
SUGGESTED MOTION:
I move to approve Mr. and Mrs. Belock's request for temporary access from Lambert Lane to lot
45 in Vista del Oro Estates subject to staff recommendations#1 and 2 above.
or
- I move to deny Mr. and Mrs. Belock's request for temporary access from Lambert Lane to lot 45
in Vista del Oro Estates.
..7.-_-. —A_ . G iNqoz L........._
i epy' ent H41
Town Mansr
MAY-04-1999 14:07 CADDEN PAF'F'.EY SEP() 520 742 ga l G P.02/02
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•
• i :ti}'�.'7_'�r t�.r•+,-}{l.�S•''• ti J.UJ+ ,�{ �GY71.5 ,�r••• J1'�7.•'J r _ .. }.w. •!:: T
� '�'i4:f{ r r i ! ` ♦4 y �,• '1•�.¢.;•!f r
fiePret, eld Oto
May 4* 1998 •
George and Lois Belock
455 West Paseo Rio Grande
Oro Arizona 85737
�� � No:VC-0676198
Subject: Architectural Review
you that the Architectural Review Co (ARC)has
I am pleased to inform
you submittal of April 27, 1998 to construct a pool in your back d. Please
approved .tor��fromfromthe Town of Oro
remember that it is your responsibility secure required
Valley.
through a common area the must be returned to
Should you access your property �
its original condition.' . If a wall is removed it also must be rebuilt
its original condition
signyour lot or a common area. If the
Sun Pools,Inc. must not place any on �' nt window on a
companies
license and telephone numbers may be posted inside your fro
5X7 card_
Thank you for observing
the review procedures for Vista Del Oro Estates and should youhave anyquestions please call me at 297-0797 or leave a message on rnt •y
voice mail at
690-7040.
For the • 1aa in
_
TED ARD
Caddell Parfrey Services
Managing Agent
CC; VC/0454 •
7355 North(Drade Fwd t Suite 110+Tucson,AZ 85704#(520)297-0797
TOTAL P.02
FO'd `iN1O1
May 4 , 1998
The Eelock' s have informed us that they wish to have a
swimming pool installed. The best access would be from Lambert
Lane . A small portion of the south wall on the Belock' s property
facing Lambert Lane would have to be removed for a short period
of time. However , at the completion of the project the wall
and ground area will be restored to its original condition.
The undersigned have No objection to the Belock' s installing
a swimming pool and gaining access from Lambert Lane.
A Of
Au
A A A. agar
443 W. Paseo Rio Grand 4 7 W. Paseo Rio Grande
Oro Valley , AZ 85737 Oro Valles , AZ 85737
70'd t 6 StL n7S OtO Hyf O H11! H SO:2T 866T-93-,�tiNW
TOWN OF ORO VALLEY 8
COUNCIL COMMUNICATION MEETING DATE: May 20, 1998
TO: HONORABLE MAYOR& COUNCIL
FROM: Jim Copus, AICP, Senior Planner
SUBJECT: RESOLUTION No. (R)98-31 , REQUIRING THAT ALL PRESENTATIONS To BOARDS,
COMMISSIONS, AND COUNCIL OF REZONINGS, SUBDIVISION PLATS, DEVELOPMENT PLANS,
AND PLANNED AREA DEVELOPMENTS BE FORMATTED To BE SHOWN ON THE TOWN'S
PROJECTION OR OVERHEAD SYSTEM
BACKGROUND:
Recently the Town has installed a Video Data Display System (multi-media projector) in the Council Chamber.
This Display System enables Staff and outside agencies to present digital as well as videotaped presentations on
a large format screen.
Mayor Johnson has requested that Staff prepare the appropriate language to stipulate that by July 1, 1998, all
presentations before the Development Review Board, Planning and Zoning Commissions and Town Council for
rezonings, subdivision plats, development plans, and planned area developments be formatted to be shown on
the Town's projection system or overhead system. Examples of acceptable formats to be used are computer
files in AutoCAD or ArcView files, or a videotape of presentation boards.
RECOMMENDATIONS:
Staff recommends adoption of the proposed Resolution (attached herewith) requiring that all presentations to
Boards, Commissions, and Council of rezonings, subdivision plats, development plans, and planned area
developments be formatted to be shown on the Town's projection or overhead system.
SUGGESTED MOTIONS:
I MOVE to ADOPT Resolution No. (R)98- 31 , requiring that all presentations to Boards, Commissions, and
Council of rezonings, subdivision plats, development plans, and planned area developments be formatted to be
shown on the Town's projection system or overhead system, as presented.
OR
I MOVE to ADOPT Resolution No. (R)98- 31 , requiring that all presentations to Boards, Commissions, and
Council of rezonings, subdivision plats, development plans, and planned area developments be formatted to be
shown on the Town's projection system or overhead system, with the following amendments:
OR
I MOVE NOT to ADOPT Resolution No. (R)98-31 , requiring that all presentations to Boards, Commissions,
and Council of rezonings, subdivision plats, development plans, and planned area developments be formatted to
be shown on the Town's projection system or overhead system, finding that:
� A
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION Page 2 of 2
ATTACHMENTS:
1. Resolution No. (R)98- 31, requiring that all presentations to Boards, Commissions, and Council of
rezonings, subdivision plats, development plans, and planned area developments be formatted to be shown
on the Town's projection or overhead system.
/ )0L
404
P aiming d Zoning Administrator
Community De opment I irec •r
•
V
Town Manager
F:\PROJECTS\MISC\RESTC 1 RPT
RESOLUTION NO. (R)98- 31
A RESOLUTION OF THE TOWN OF ORO VALLEY,
ARIZONA, REQUIRING THAT ALL PRESENTATIONS TO
BOARDS, COMMISIONS AND COUNCIL OF REZONINGS,
SUBDIVISION PLATS DEVELOPMENT PLANS AND
PLANNED AREA DEVELOPMENTS BE FORMATED TO BE
SHOWN ON THE TOWN'S PROJECTION OR OVERHEAD
SYSTEM AND MAKING SUCH DOCUMENT A PUBLIC
RECORD.
WHEREAS, in order to provide efficiency in presentations to all Boards, Commissions, and
Council and to better inform the public, and
WHEREAS, it is necessary for the preservation of the peace,health and safety of the Town of
Oro Valley, Arizona, this resolution shall be effective thirty days after its passage and
adoption by the Mayor and Council,
NOW, THEREFORE, BE IT RESOLVED BY THE MAYOR AND TOWN COUNCIL OF
THE TOWN OF ORO VALLEY:
That by July 1, 1998, all presentations before Boards, Commissions and Council of
rezonings, subdivision plats, development plan, and planned area developments be formatted
to be shown on the Town's projection system or overhead system. Examples of acceptable
formats are computer files in AutoCAD or ArcView files, or a videotape of presentation
boards. Such presentations will become the property of the Town of Oro Valley and copies
will be provided to the Town Clerk as public records.
PASSED AND ADOPTED by the Mayor and Council of the Town of Oro Valley this
20th day of May, 1998.
Richard Johnson, Mayor
ATTEST:
•
Kathryn Cuvelier, Town Clerk
APPROVED AS TO FORM:
Tobin C. Sidles, Town Attorney
F:IPROJECTS\MISCITCRES.RPT
TOWN OF ORO VALLEY 9
COUNCIL COMMUNICATION MEETING DATE: May 20, 1998
TO: HONORABLE MAYOR& COUNCIL
FROM: Melissa Shaw, Planner I
SUBJECT: OV12-98-02, Stone Canyon I Preliminary Plat, Lots 1-125, Common Areas A & B, Rancho
Vistoso Neighborhood 11,Parcels AA,AB,AC,AD,AE, C,D,E,M & P
BACKGROUND:
Ten parcels of Rancho Vistoso Neighborhood 11 were combined to form the 198.26 acre preliminary plat of Stone
Canyon I subdivision. Located in the northwest corner of Rancho Vistoso, north and west of the existing Golf
Club at Rancho Vistoso, the new subdivision is the first phase of a new resort, golf course and single family
residential gated community, all part of a recently revised conceptual plan for Neighborhood 11.
Two separate PAD amendments, both necessary to fully implement-the entire plan for Neighborhood 11, have
been submitted to and approved by Town Council. The first amendment, approved on April 8, 1998, concerned
changes in the PAD that would allow the applicant, Vistoso Partners, to proceed with this 125-lot preliminary plat
and a new golf course.
SUMMARY:
As indicated by its name, the new plat is located near what is called Stone Canyon, in the Tortolita Mountain
Foothills. The foothills area is characterized by rugged, mountainous terrain with steep slopes and numerous
boulder outcroppings in the northern portion of the site, which surrounds holes 10 and 11 of the new Stone Canyon
Golf Course. Part of the southeast section of the plat will wrap around the existing Golf Club at Rancho Vistoso.
This is the first plat within the limits of this new gated golf community, and it is anticipated that custom homes
will be built on the lots. Although the zoning of the parcels are a mix of low and medium density residential that
permit a higher density, the 125 lot single family residential subdivision is designed, at a lower density, with a
range of lot sizes, from a minimum of 19,835 SF to 100,388 SF. The overall density is .63 dwelling units per acre.
The minimum lot size is larger than the 14,520 SF required for the low-density zoning.
Detailed information regarding specific issues related to zoning code requirements and plat design are provided in
the staff report to DRB, included in the attachments. However, one issue remains for Council consideration
regarding golf course setbacks. The envelope for Hole 18 was one area of concern identified by the golf course
architect who reviewed the new golf course plan. He stated that "a dimension of 140' is shown on the plan and
this is not consistent with all others", referring to the code requirement that there must be a minimum of 200'
from the center greens, or 150' from the edge of greens from residential property. Staff also identified that the
landing area of the driving range, which shares a boundary with lots 42-47, is less than the required 200' from
residential property, as are the greens of the existing golf course adjacent to lots 73-75. The DRB recommended
the Town Council approve the reduced setbacks. Staff does not have written justification from the applicant for
the reduced setbacks and recommends this be required.
A separate map is provided that designates the limits of the identified riparian habitat. This will be conserved
except where street crossings or utilities encroach into the washes for which a mitigation plan is required.
TOWN OF ORO VALLEY
COUNCIL COMMUNICATION Page 2 of 2
GENERAL PLAN COMPLIANCE
Planning Staff finds that Stone Canyon I preliminary plat is in conformance with the low-density residential land
use density designation of 1.2 dwelling units per acre. As proposed, the plat also promotes Policy 1.1I, to
"encourage the use of building envelopes...[where] the area outside the building envelope must be maintained in a
natural state".
DRB RECOMMENDATION:
The DRB reviewed this project on April 14, 1998, and recommended approval with conditions. The conditions in
Exhibit A include those from the DRB recommendations that have not yet been addressed.
RECOMMENDATION:
Finding the Stone Canyon Preliminary Plat to be substantially in conformance with the Rancho Vistoso PAD
and Oro Valley Zoning Code Revised, we recommend approval, subject to those conditions listed in Exhibits A
and B.
SUGGESTED MOTION:
The Council may wish to consider one of the following motions:
I move to approve OV 12-98-2 Stone Canyon I Preliminary Plat, Lots 1-125, Common Areas A & B, Rancho
Vistoso Neighborhood 11, Parcels AA,AB, AC, AD, AE, C, D, E, M & P, subject to the conditions in Exhibits A
& B
OR
I move to approve OV 12-98-2 Stone Canyon I Preliminary Plat, Lots 1=125, Common Areas A & B, Rancho
Vistoso Neighborhood 11,Parcels AA, AB,AC, AD, AE, C, D, E, M & P, subject to the conditions in Exhibits A
& B, and the following added conditions: .
OR
I move to deny OV 12-98-2 Stone Canyon I Preliminary Plat, Lots 1-125, Common Areas A & B, Rancho Vistoso
Neighborhood 11, Parcels AA, AB, AC, AD, AE, C, D, E, M& P, finding that:
ATTACHMENTS:
1. Exhibit A
2. Exhibit B
3. Staff report to DRB, dated 4-22-98
4. Copy of Preliminary Plat and Riparian Studyifil iDiL
1 '
F:\12-98-02\PPTC.RPT 'lainin_ and Zoni g ' a inistrator
9 , # / /. 4
Co O. nit D e opm- 6 irector
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WS,
Town Manager
EXHIBIT "A"
CONDITIONS OF FINAL PLAT APPROVAL
OV 12-98-2 STONE CANYON I PRELIMINARY PLAT, LOTS 1-125, COMMON AREAS A& B,
RANCHO VISTOSO NEIGHBORHOOD 11, PARCELS AA, AB, AC, AD, AE, C, D, E, M &P
1. Note 33 and 34 shall be revised as follows: grading limits on lots with less than 36,000 SF shall approve
the gradable limits.
33. Subject to the limitations established below, only that vegetation shall be removed which is
necessary for building pads and accessory uses, roads, driveways, and utilities. All healthy
palo verde, mesquite, ironwood, saguaros, and barrel cacti to be removed shall be
transplanted on-site for landscaping.
34. Grading on lots equal to or over 36,000 sq. ft. shall be restricted to 20,000 sq. ft., excluding
driveways and utilities, to provide for a building envelope. Grading on lots less than 36,000
sq. ft. shall be subject to approval of the Planning and Zoning Administrator. Such building
envelopes shall be staked and plant salvage plan submitted and inspected by the Zoning
inspector prior to grading. Areas outside these envelopes shall be maintained as natural open
space.
2. The following note and notation on the lots shall be added to the plat: access to lots 121-124 shall be
located subject to Planning and Zoning Administrator's approval.
3. Average cross slope calculations shall be submitted prior to submission of the Final Plat.
4. A conservation easement shall be placed on protected riparian habitat as identified on an approved
riparian study. A mitigation plan for any areas of encroachment shall be provided with the preliminary
plat resubmittal.
5. The 100-foot natural buffer shall be labeled as "natural" open space.
6. General notes shall be corrected as follows:
• The area of open space shall be added to the plat.
• The minimum lot size shall be included.
7. The boundaries of Parcel AC shall be clarified.
8. Written justification for the reduced golf course setbacks shall be provided.
9. A revised preliminary plat shall be submitted to address all conditions as listed above.
•
EXHIBIT"B"
Town Council Meeting: May 20, 1998
Town Engineer Conditions for Approval
Preliminary Plat: Stone Canyon 1
OV12-98-02
RECOMMENDATIONS
Department of Public Works staff has reviewed the Preliminary Plat for this project and has no objections to
approval subject to the following conditions:
1. That portion of sight visibility triangles lying outside the right-of-way shall be shown on the final plat as
sight visibility easements.
2. One foot(1') no access easements (1' NAE's) are not properly labeled at all locations on all the plat
sheets (e.g. lots 25 and 119). The 1' NAE's shall be properly labeled on all the plat sheets.
3. All utilities lying outside of the road right-of-way shall be placed in utility and maintenance easements.
4. Any offsite sewer easements benefiting this property shall be executed and recorded prior to
recordation of the final plat.
5. Vistoso Highlands Drive shall be constructed to match the existing section from its current termination to
the gated entrance.
6. Any roads proposed for dedication to the public shall be constructed to match the criteria for right-of-way
width and street section previously approved for Neighborhoods 12, 11 and 13 in an earlier PAD
amendment(Note that the existing right-of-way and pavement section for Vistoso Highlands Drive meet
the approved criteria).
7. The bike lane for the proposed private collector/loop section shall be a minimum of 10' wide. The width
may be reduced in spots as necessary to accommodate terrain and other field conditions.
8. As permitted in other areas of the Rancho Vistoso PAD, the private drive section shall provide 12 foot
lanes and serve a maximum of 4 lots.
9. Parking on local streets having 12 foot lanes shall be prohibit. The applicant shall work with staff to find a
mutually acceptable means of informing residents and their guest of this prohibition.
10. At grade or dip road crossings shall meet the Town of Oro Valley Subdivision Street Standards and
Floodplain Management Code. However, no at grade or dip road crossings shall be permitted over
washes with a Qi oo greater than 500 cfs.
11. A final geotechnical report along with a pavement design report shall be provided to DPW staff.
12. General Note#28 shall be revised to reference the correct geotechnical report.
13. The applicant's engineer shall ensure that vertical and horizontal street design meets the Town of Oro
Valley Subdivision Street Standards.
14. Private streets shall be labeled as such on all plat sheets.
15. Constructed turnarounds shall be provided at all gated entrances to or within this subdivision. The
turnarounds shall be designed to accommodate an SU-30 vehicle.
16. Complete survey information for the overall boundary of the plat shall be provided. It appears that
portions of the boundary data are missing from some sheets(e.g. east side of sheet 3).
17. At least two ties with survey data to section or quarter corners shall be provided on the plat.
18. All R.O.W and easements to be dedicated by final plat shall be clearly identified on the preliminary plat.
19. Additional emergency access ways or facilities requested by emergency service providers shall be
provided.
20. On the preliminary plat sheets, the 100-year discharge and it's respective drainage area for both pre-and
post-developed flows with a Qroo value of 50 cfs or greater shall be shown. These shall be placed at
upstream and down stream ends of the site.
21. Post development HEC-2 cross-sections shall be shown and labeled the on the plat. The corresponding
100-year water surface elevation shall be clearly annotated.
22. Post development HEC-2 data sheets shall be provided to DPW staff in a revised drainage report.
23. A table of minimum finished floor elevations for lots adjacent to floodplains shall be provided. The table
shall be included in a revised drainage report and on the final plat.
24. Details for all drainage structures, including all wash crossings, shall be provided in a revised drainage
report. Locations and specifications regarding these drainage structures shall be shown on the
preliminary plat.
25. Location, size, material and design discharge for each of the proposed drainage structures shall be
provided in a revised drainage report.
26. Erosion hazard setbacks shall be shown and labeled on an exhibit within the revised drainage report. In
addition, these setbacks shall be shown on the preliminary plat.
27. The.drainage report shall be revised to include recommendations and details for the erosion protection at
the upstream and downstream ends of the proposed culverts. The calculations shall address scour
depths, abutment toe downs, and appropriate calculations for apron sizing.
28. The letters'RV' shall be deleted from general note#23.
29. The applicant shall continue to work with the Oro Valley Water Utility on water supply issues. As much of
this new residential development lies within the"H"zone, a new"H"zone booster shall have to be built.
To accomplish this, the applicant shall work with the Town to provide the following:
• A parcel of land dedicated for this purpose,
• 3-phase power to the site,
• Waterline infrastructure,
• Time frame for when the"H"zone water will be needed.
It may be beneficial to the developer and the Town of Oro Valley to explore the idea of a developer
built"H"zone booster to be turned over to the Town with the Town reimbursing the developer.
4&\
Town Engineer
Word document\TCRPT\TC129802PP
ATTACHMENT 3
ITEM
TOWN OF ORO VALLEY
DEVELOPMENT REVIEW BOARD REPORT
MEETING DATE: April 22, 1998
TO: DEVELOPMENT REVIEW BOARD
FROM: Melissa Shaw, Planner I
SUBJECT: OV12-98-2 Stone Canyon I Preliminary Plat, Lots 1-125, Common Areas A &
B, Rancho Vistoso Neighborhood 11, Parcels AA, AB, AC, AD, AE, C, D, E, M
& P
BACKGROUND:
Ten parcels in Rancho Vistoso Neighborhood 11 were combined to form the 198.26 acre
preliminary plat of Stone Canyon I subdivision. Located in the northwest corner of Rancho
Vistoso, north and west of the existing Golf Club at Rancho Vistoso, the new subdivision is the
first phase of a new resort, golf course and single family residential gated community, all part of
a recently revised conceptual plan for Neighborhood 11.
Two separate PAD amendments, both necessary to fully implement the entire plan for
Neighborhood 11, have been submitted to the Planning and Zoning Department. The first
PAD amendment, which was approved by the Town Council on April 8, 1998, concerned
changes in the PAD that would allow the applicant, Vistoso Partners, to proceed with the 125
lot preliminary plat and new golf course, also under review this evening.
The first PAD amendment made the following changes: one: changed the alignment of four
golf holes from the arrangement shown on the approved Rancho Vistoso PAD map; two:
allowed for removal of incidental mounds of boulders on the golf course that exceed the 25%
slope. The third change allowed for realignment of the pedestrian trail through the subdivision.
Only the trail realignment is applicable to the plat and is further discussed below.
The second PAD amendment, reviewed by the Planning and Zoning Commission on April 7,
1998, concerns changes that will affect future development in Neighborhood 11, and although
do not affect this plat, are reiterated here for the DRB's information. The approved golf course
alignment in Neighborhood 11 included 27 holes within the golf course envelope, and the
developer is requesting to move nine of those holes to a separate course close to the western
edge of Neighborhood 11. In addition, the revised alignment of the Stone Canyon Golf Course
encroached on the area designated for the resort hotel, so the resort location was moved
farther east by the PAD amendment. The Planning and Zoning Commission denied other
•
issues concerning changes to open space, trails, recreation area requirements, and roads.
The Mayor and Council will review the proposed amendments on May 6, 1998.
SUMMARY:
As indicated by its name, the new plat is located near what is called Stone Canyon, in the
Tortolita Mountain Foothills. The foothills area is characterized by rugged, mountainous terrain
with steep slopes and numerous boulder outcroppings. Peaks range from 2550 feet to 3200
feet in elevation. This type of terrain is located only in the northern portion of the subdivision,
which surrounds holes 10 and 11 of the new Stone Canyon Golf Course. Hole 18 and the
driving range border the northeastern boundary. Part of the southeast section of the plat will
wrap around the existing Golf Club at Rancho Vistoso.
This is the first plat within the limits of this new gated golf community, and it is anticipated that
custom homes will be built on the lots. Although the zoning of the parcels are a mix of low and
medium density residential that permit a higher density, the 125 lot single family residential
subdivision is designed with a range of lot sizes, from a minimum of 19,835 SF to 100,388 SF.
The overall density is .63 dwelling units per acre. The minimum lot size is larger than the
14,520 SF required for the low-density zoning.
Issues related to zoning code requirements and plat design are addressed below by topic.
Golf Course Overlay District
The envelope for Hole 18 was one area of concern identified by the golf course architect
who reviewed the new golf course plan. He states that "a dimension of 140' is shown on the
plan and this is not consistent with all others", referring to the code requirement that there
must be a minimum of 200' from the center greens, or 150' from the edge of greens from
residential property.
Staff has also identified that the landing area of the driving range, which shares a boundary
with lots 42-47, is less than the required 200' from residential property, as are the greens of
the existing golf course adjacent to lots 73-75. The DRB and Town Council may approve
reduced setbacks, and a condition is included requiring justification from the applicant for the
reduced setbacks.
Hillside District
The Rancho Vistoso PAD requires that areas of 25% slope or greater be set aside as non-
buildable areas. Overall, there does not appear to be steep slopes within the buildable area of
most of the lots, however, there are a few areas of concern in the northern portion as the
terrain changes and rock outcropping become more prevalent. Development of Lot 35 will be
particularly restricted. Also, the access to lots 121-124 is located directly across steep slopes.
2
Staff recommends that all areas of 25 percent and greater slopes be identified on the plat and
labeled as conservation areas. As such, note 38 should be deleted; a condition requiring this
and the delineation of slopes, as well as several others related to slope, are included in Exhibit
A.
(As a matter of clarification, the approved PAD amendment specified that disturbance of
incidental mounds, piles of rocks including 25% or greater slopes, could be approved on a
case-by-case basis for the golf course only.)
Riparian Habitat Overlay District and 100-year Flood Limits
The developer commissioned a riparian habitat study for the subdivision area. Although the
Town's riparian habitat map does not identify such habitat on this site, the results of the study
identify "limits of riparian habitat along reaches of 2 washes in Section 23", for a total of 15.93
acres of habitat that meet the classification criteria used in the Town's study. One wash was
classified as low Xeroriparian and the second as intermediate Xeroriparian habitat.
A separate map has been provided that designates the limits of the identified washes, although
the limits are not shown on the plat. Generally, the flood limits shown on the plat identify the
location of the habitats and fall either in open space or on the rear of lots 6, 7, 8, 13, 21-24.
Street "A" crosses the western wash. Staff recommends that the limits of the riparian habitats
be included on the plat, and that these areas be set aside and protected with a conservation
easement. Also, a mitigation plan for the area that Street "A" encroaches into the habitat is
required.
The limits of the 100-year flood plain are not well defined on the plat. Included with the
conditions is better delineation of the 100-year flood limits.
PAD Amendment
One of the requests denied with the PAD amendment was elimination of the 100-foot natural
buffer along the west boundary of the PAD. As this part was denied, the buffer must be
delineated on the plat, and a condition is included to ensure inclusion of the buffer. Another
condition, approved with the amendments, is that the trail system, originally located in natural
open space on the west side, be relocated. However, the trail plan must be submitted for
Council review and approval and until such time, the trail, as currently shown on the PAD map,
must be included on this plat. Once Council has approved a new trail alignment and plan, the
plat may be amended and the trail removed.
Open Space Boundary
Staff has concerns that areas of PAD designated open space (in the vicinity of lots 70-73, 75
and 76, for example) have been deleted. We request clearly defined limits of the current
3
buildable/non buildable areas on the plat.
Recreation Area Requirements
A 66,534 SF recreation area is proposed along the western boundary, behind lots 90 and 91.
Part of the 100 foot natural buffer is included in the site, and we anticipate that when the trail is
added back to the plat, it will also run through the area. The required amenities will need to be
located so that both the natural buffer and trail are preserved. The amount of space devoted
to recreation is sufficient to meet zoning code requirements, however, staff notes that the
location is anything but central to the project, and in fact will be inconvenient for users of all but
the southern most lots. Staff recommends that the park site be located in an area more central
to the entire project, subject to DRB and Council approval.
- Plat Design
The applicant is proposing to restrict grading on the lots to 20,000 SF, to provide a building
envelope. We strongly support this concept but note that several lots are smaller than or close
to this size (lots 120-124). To be consistent with other plats similar in nature to this proposal,
we recommend that on lots with 20,000 SF and less, grading be restricted to 10,000 SF, and
on the remainder of the lots grading be limited to 16,000 SF, both subject to modification upon
approval of the Planning and Zoning Administrator. Staff also recommends that building
envelopes be designated on the slope-sensitive lots containing "incidental mounds" and 25%
or greater slopes (lots.14-17, 29, 34-41 and 44).
Additionally, the applicant is proposing the wider setbacks of the low density district by applied
to all of the subdivision, in order to further promote the low-density character of the subdivision.
The proposed setbacks should not have an adverse affect on any of the lots, including the
smallest lot. The PAD permitted 30', two story maximum building height is noted in the plat
notes.
The minimum lot width in the low-density area is 60 feet. Lots 70, 71 and 105 are narrower
than this minimum and require a designated setback at the point where the width becomes 60
feet. Conditions are included to address this concern and those listed above.
Circulation
Access to the subdivision will be via an extension of Vistoso Highlands Drive, which will end at
and intersect with Street "A". Street "A" will become a major through street to Neighborhood
11. The remainder of the new streets are cul-de-sacs, a few of which end at the head of long
shared driveways. Several of the cul-de-sacs are over the 600' maximum length permitted,
and the longest actually exceeds the 2,000 feet block length permitted (Street "P" is
approximately 2,700 LF).
4
•
GENERAL PLAN COMPLIANCE
Planning Staff finds that Stone Canyon I preliminary plat is in conformance with the low-density
residential land use density designation of 1.2 dwelling units per acre. As proposed, the plat
also promotes Policy 1.11, to "encourage the use of building envelopes...[where] the area
outside the building envelope must be maintained in a natural state".
RECOMMENDATION:
Finding the Stone Canyon Preliminary Plat to be substantially in conformance with the Rancho
Vistoso PAD and Oro Valley Zoning Code Revised, we recommend approval, subject to those
conditions listed in Exhibits A and B.
-- SUGGESTED MOTION:
The DRB may wish to consider one of the following motions:
I move to recommend approval to Council of OV12-98-2 Stone Canyon I Preliminary Plat, Lots
1-125, Common Areas A & B, Rancho Vistoso Neighborhood 11, Parcels AA, AB, AC, AD, AE,
C, D, E, M & P, subject to those conditions listed in Exhibits A and B attached herewith.
OR
I move to recommend approval to Council of OV12-98-2 Stone Canyon I Preliminary Plat, Lots
1-125, Common Areas A & B, Rancho Vistoso Neighborhood 11, Parcels AA, AB, AC, AD, AE,
C, D, E, M & P, subject to those conditions listed in Exhibits A and B attached herewith and the
following added conditions:
• OR
I move to recommend denial of OV12-98-2 Stone Canyon I Preliminary Plat, Lots 1-125,
Common Areas A & B, Rancho Vistoso Neighborhood 11, Parcels AA, AB, AC, AD, AE, C, D,
E, M & P, finding that:
Attachments
1. Exhibit A— Suggested conditions of approval from Planning Staff
2. Exhibit B - Town Engineer's Report, including list of conditions
3. Letter from Golf Course Architect
4. Stone Canyon I Preliminary Plat
F:\OV\OV12\1998\12-98-02\PPDRB.RPT
5
.
EXHIBIT "A"
DRB CONDITIONS OF APPROVAL
OV12-98-2 STONE CANYON I PRELIMINARY PLAT
(RANCHO VISTOSO, NEIGHBORHOOD 11 Parcels AA, AB, AC, AD, AE, C, D, E, M & P)
1. All areas of slope 25% and greater shall be identified on the plat. These areas shall be
set aside from development as natural conservation area.
2. Note 38, regarding cut and fill in areas of 25% or greater slope, shall be deleted.
3. On lots with 20,000 SF and less, grading shall be restricted to 10,000 contiguous square
feet (including fencing, driveways and utilities), and on the remainder of the lots, grading
shall be limited to 16,000 contiguous square feet (including fencing, driveways and
utilities). The Planning and Zoning Administrator on a case by case basis may approve
modification to the gradable limits. The legend notation shall be corrected.
4. Any reduction of golf course setbacks must be approved by the DRB and Town Council.
The applicant shall provide justification for reduced setbacks for lots adjacent to Hole 18,
lots 42-47 and 73-75. If the DRB does not approve reduced setbacks, the plat shall be
amended to conform with the golf course district standards.
5. Hole 12 of the new golf course shall be shown on the plat in relation to the adjacent
lots.
6. Building envelopes shall be designated on the slope-sensitive lots containing "incidental
mounds" and 25% or greater slopes (lots 14-17, 29, 34-41 and 44).
7. The access to lots 121-124 shall be relocated to an area of fewer slopes.
8. The average cross slope and calculations shall be provided with the resubmittal.
9. The contour lines shall be more frequently and clearly labeled with bolded numerals.
10. The limits of both riparian habitats identified in the study by Harris Environmental Group
shall be delineated on the plat and designated as protected habitat, to be set aside with
a conservation easement. A mitigation plan for the area of encroachment by Street "A"
shall be provided with the preliminary plat resubmittal before Council review.
11. The 100 year flood limits shall be clearly and completely labeled on the plat, and the
unidentified lines on Lot 93 shall be defined.
12. The 100-foot natural buffer designated on west side of the PAD shall be included on the
plat. Lotting may occur in the buffer, however construction, building pads or
6
disturbance of native vegetation is prohibited.
13. The location of the trail on the western boundary, as currently shown on the PAD map,
shall be included on this plat.
14. The recreation area will be located in an area central to the entire project, or as approved
by the DRB and Town Council.
15. Lots 70, 71 and 105 require a designated setback at the point where the width becomes
60 feet. '
16. All buildable limits (open space), as shown on the current PAD map, shall be clearly
defined and labeled as such on the plat, and the buildable limits in the area of lots 70-73,
75 and 76, and others as required, shall be added and lots adjusted as necessary.
17. The subdivision boundary shall be clearly drawn on the plat.
18. The parcels listed in the title block shall be corrected. Parcels AF, AG, AH and E are not
part of this plat. It shall be clarified what portion of parcel AE is included as well.
19. A proposed lot layout with pad grades, elevations and slopes shall be included on the
plat.
20. The location map shall be amended so the boundaries of all Neighborhoods and Parcels
adjacent to and within the plat are labeled. The map shall be centered and land use to
the west labeled.
21. The General Notes shall be corrected as follows:
.
. The area of drainage, recreation area, open space and net building area shall be
included in note 1.
. The density shall be included.
. The minimum lot size shall be corrected.
• The total number of lots shall be corrected.
• The zoning shall be corrected (there is no medium high or high density) and the
density boundaries located on the key map (for preliminary plat only).
. The parcel boundaries shall be located on the key map.
22. Include the note from Sec. 4-305.C.10, regarding construction of drainage to approved
plans.
23. The case number OV12-98-02 shall be included on each sheet, and reference to earlier
plats deleted.
7
24. All common areas shall be labeled as such (Common Area B is not labeled on the plat).
25. The engineer's signature shall be included with the seal on each page.
26. All conditions listed in the Town Engineer's Report, this exhibit and outside reviewing
agency conditions must be satisfied prior to forwarding the preliminary plat to the Town
Council for consideration.
.
•
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TOWN OF ORO VALLEY 10
COUNCIL COMMUNICATION MEETING DATE: May 20, 1998
•
TO: HONORABLE MAYOR& COUNCIL
FROM: Melissa Shaw, Planner I
SUBJECT: OV12-98-03, Rancho Vistoso Neighborhood 7 Parcel F Lots 1 thru 179 and Common Area
A Preliminary Plat
BACKGROUND:
D.R. Horton Homes, represented by Environmental Engineering Consultants,has presented a plan for development
of Rancho Vistoso, Neighborhood 7, Parcel F. Located immediately south of Rancho Vistoso, Neighborhood 7,
Unit 1 and east of Coyote Ridge,the proposed 57.7 acre subdivision abuts Tangerine Road and the TEP sub-station
site on the south and Woodburne Avenue on the east. The density of the 179 lot project will be 5.9 units per acre
on 30.47 acres of the site,with 27.19 acres preserved as natural open space. Lots average 4,750 SF in size.
The property slopes downward from Woodburne Avenue to the Highlands Wash, a protected riparian habitat that
will be preserved as natural open space. A portion of a second riparian habitat is located on the east side as well.
With an average slope just over 9 percent, the site has a fair amount of rolling topography, necessitating a
substantial amount of cut and fill, as is evident by the long sloped banks adjacent to the lots. The total building
-rea of the site will be mass graded. The drainage structures proposed require discussion and are detailed below.
SUMMARY:
This project is unique in that the applicant received approval from the Planning and Zoning Administrator to
"trade" PAD-designated open space for developable area, in order to unify the building site. Slightly more open
space is now provided than previously (27.19 versus 24.38). The retention basin for this project is, however,
located in the natural open space, as is at least one drainage scupper. Planning staff recommends that the drainage
for this project be re-engineered so that the natural open space is not compromised. (See Note 1 Exhibit A.)
Along Woodburne Avenue, a 15' streetscape Bufferyard A (common area) will be provided. Included in the
bufferyard is a drainage swale with vegetated 3:1 slopes. Bufferyard C, or a suitable arrangement with TEP,
subject to Town approval, is required along the north and west sides of the TEP site. The undisturbed areas
provide a natural buffer to the west and south, and no buffer yard is required to the north. Along Woodburne
Avenue, building bulk will be limited, to improve the street scene, by limiting the homes placed on Lots 1, 131,
151, 152, 164, 165 and 179 to single story.
As already noted, there is significant cut and fill (over 10' of fill in some areas) adjacent to the natural open space
and Woodburne Ave. This is permitted by the PAD. Note 9 was added to Exhibit A to limit the potential negative
impacts of this fill.
DRB RECOMMENDATION:
The DRB reviewed this project on April 14, 1998, and recommended approval with conditions. The conditions in
,xhibit A include those from the DRB recommendations that have not yet been addressed.
TOWN OF ORO VALLEY
2OUNCIL COMMUNICATION Page 2 of 2
GENERAL PLAN COMPLIANCE
This proposal is in compliance with the General Plan Land Use Map, which indicates that the subject property
should be developed as MDR 2.1 —5 dwelling units per acre.
RECOMMENDATION:
With the conditions recommended in Exhibits A and B, the plat will be in conformance with the Oro Valley
Zoning Code Revised, preliminary plat and Rancho Vistoso PAD requirements.
SUGGESTED MOTION:
The Council may wish to consider one of the following motions:
I move to approve OV 12-98-03, Rancho Vistoso Neighborhood 7 Parcel F (Vistoso Vistas) Lots 1-179 and
Common Areas A & B, Preliminary Plat, subject to the conditions in Exhibits A& B.
OR
I move to approve OV 12-98-03, Rancho Vistoso Neighborhood 7 Parcel F (Vistoso Vistas) Lots 1-179 and
Common Areas A & B, Preliminary Plat, subject to the conditions in Exhibits A & B, and the following added
conditions:
OR
I move to deny OV 12-98-03, Rancho Vistoso Neighborhood 7 Parcel F (Vistoso Vistas) Lots 1-179 and
Common Areas A & B, Preliminary Plat, finding that: .
ATTACHMENTS:
1. Exhibit A
2. Exhibit B
3. Letter from Mark Lewis
4. Copy of Preliminary Plat
did i AL
P ing •4 d Zonin A 4 p inistrator
-12-0-4 • 0 1
Community ,De tl men rector
y /
q ,
7' ' 't. i .
Town Manag "r -Ar
F:\1 2-98-03\PPTC.RPT
EXHIBIT "A"
CONDITIONS OF FINAL PLAT APPROVAL
OV 12-98-3, RANCHO VISTOSO NEIGHBORHOOD 7 PARCEL F (VISTOSO VISTAS)
LOTS 1 thru 179 AND COMMON AREA A
1. The areas to be used for drainage or cut or fill slopes shall not be shown as "natural open space". The
remaining natural open space area shall be recalculated and included with the new boundaries on the plat
re-submittal. Drainage structures, along with any other encroachment, must be designed to provide for a
minimum of 24.38 acres of undisturbed natural open space.
2. Approval from all reviewing agencies shall be required, prior to submission of the Final Plat for review.
3. All landscape bufferyards shall be labeled on the preliminary plat.
4. All Common Areas shall be so labeled on the plat.
5. The entire boundary of Parcel F shall be included on the preliminary plat.
6. The title block on pages 2-5 shall be corrected (the property is Parcel F, not Parcel H).
7. Lot sizes shall be included on the plat.
8. Typographical errors in the General Notes shall be corrected.
9. The following shall be provided as notes on the preliminary and final plats:
• There shall be no encroachment of lot lines or fill slopes into the dedicated natural open
space, per this plat. However, a trample zone, not to exceed 5 feet in depth, may be permitted
for the purpose of constructing perimeter walls on individual lots abutting the natural open
space.
• Temporary fencing shall be erected to protect all open space areas, prior to any site
disturbance. The type and location of the fencing shall be approved by the Town's Zoning
Inspector.
10. All conditions listed above shall be addressed in a revised preliminary plat, submitted prior to submittal
of the Final Plat for staff review.
EXHIBIT"B"
Town Council Meeting: May 20, 1998
Town Engineer Conditions for Approval
Preliminary Plat Rancho Vistoso Neighborhood 7, Parcel F
OV12-98-03
RECOMMENDATIONS
Department of Public Works staff has reviewed the Preliminary Plat for the proposed project and has no
objections to approval subject to the following conditions:
1. The applicant shall continue to work with the Department of Public Works staff to resolve drainage
issues and make those revisions requested by the Department of Public Works staff.
2. On the appropriate plat sheet, a specification or reference call-out for the retention basin weir shall be
provided.
3. The Qi oo value for drainage within the street/right-of-way in the vicinity of lot 33 shall be shown on the
appropriate plat sheet.
4. The Q1 oo water surface elevation (WSEL) shall be calculated for those areas where the Q1 oo value in
the street exceeds 50 cfs. The WSEL's shall be shown on the appropriate plat sheets.
5. Driveway access points for lots at street corners shall be set 20 feet beyond the curve return. Homes
on lots 1, 58, 73, 78, 85, 115, 125, 142, 143, 171 and 172 may need additional road setback to allow
for special driveway design to meet the Town Code criteria for driveway access. These setbacks
shall be shown on the final plat and improvement plans.
6. That portion of sight visibility triangles (SVTs) lying outside the right-of-way shall be shown on the final
plat'as sight visibility easements.
7. The sight visibility triangles could significantly impact construction on lots 124& 125. The applicant
shall advise staff how sight visibility will be maintained in the vicinity of these lots or the lots shall be
reconfigured.
8. Construction of Woodbume Avenue per approved plans shall be completed prior to release of lot
assurances.
9. At this time,Woodburne Avenue is a private street. Town maintenance of the public streets to be
dedicated by this plat shall not take place until said streets have been accepted for maintenance per
Town Code and until such time as Woodbume Avenue has been accepted as a public street.
10. Typical sections A-A and B-B on sheet 5 shall also show maximum typical finished slope for areas
other than driveways.
11. Revisions to the horizontal road profiles for this plat shall be made during the improvement plan stage.
12. Per COT standard No. 3-01.0, a survey monument shall be provided at the intersection of tangent
lines on knuckles.
13. The offsite sewer easement shall be executed and recorded prior to recordation of the final plat.
14. The applicant shall provide appropriate domestic and fire flow water to and within the project. Water
supply issues shall be worked out to the satisfaction of the Town of Oro Valley Water Utility personnel.
Necessary easements for water facilities outside of the road right-of-way shall be provided.
Town Engineer
Word document\TCRPT\TC129803PP
sent by: LMR INCORPORATED; 5207421523; May-14-98 0:06; Page 2/2
V.0 l VMU Unll Y ASSOCIAfION
Professional Association Management by LMR, Inc.
Lewis Management Resources, Inc.
7925 N. Oracle Road, #391, Tucson, AZ 85704
(S20) 742-5674 Fax: (520) 7424523
April 21, 1998
Mr. Lou Turner
D.R. Horton Homes
6377 E. Tanque Verde Road
Tucson, AZ 85715
Dear Lou;
The Vistoso Community Association has reviewed and approved the Preliminary Plat for
Neighborhood 7 F with the following conditions and stipulations:
1) The common area trail leading from Woodburne to the Highlands Wash area will be at
the grade of the lots to the north. In this way pedestrians using the trail will not be
positioned over the top of the privacy walls, looking directly into these lots to the north.
2) The following lots shall be restricted to one story models:
1 through 11, 107. 132, 151, 152, 164, ]65 & 179.
•
3) Where rock is used to control drainage from lots and from parcel (including all drainage
easements), the rock will be grouted (tight spacing) per the Association Design
Guidelines.
4) Where rock is used as simply slope support, the rocks need not be grouted in place.
5) The WAPA Trail shall be completed adjacent 7F to match vegetation,gravel walkway and
other aspects of the WAPA Trail system already established in the area.
6) Additional submittals required include per lot landscaping,architecture,full color palette,
common area landscaping and grading plans.
7) The project will conform to all aspects of the VCA Design Guidelines.
Thank you for taking the time to provide the Association with the Preliminary Plat. Feel free
to call with any questions regarding this, or any other, Association related matters.
Sincerely
ark Le s
LMR, Inc.
for the Vistoso Community Association
cc: Dick Maes •
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t. 213:99AN 8:57 TOV
DISTRIBUTED TO: Ig-MAYOR TOWN MANAGER ti FILE
TO: The Honorable Mayor and Council '"' cou''"1. Dm HEADS IQ OThER
And (ck^
The Representatives from D.R. Horton Homes
FROM: Mr. & Mrs. John Bryfonski
201 West Blackstone Rd.
Tucson, Az,
SUBJECT: Rancho Vistoso Neighborhood 7 Parcel F
DATE: May 20, 1998
We would like to take this opportunity to comment upon the
planned construction of homes by D.R.Horton in Neighborhood 7
Parcel F at Rancho Vistoso and have our concerns become part of
the official record of this meeting as we are unable to attend.
As homeowners on West Blackstone Rd. we obviously have
a keen interest in the planned development in this area and the
impact it will have on our community, the environment and
certainly upon the values of the homes in the existing community
adjacent to the planned construction.
First, with respect to the size, density and placement of the
planned homes in relation to existing structures adjacent to the
planned construction. Based on the plans submitted it appears that
D.R. Horton intends to construct 5.9 units per acre at an average
size of approximately 1500 Sq.Ft. Moreover, the planned
construction includes placement of those homes at no less than 20
Ft. from existing structures.
We strongly urge the Mayor, Council and the representatives
from D.R. Horton reconsider and perhaps review the placement of
new structures within such close proximity to existing structures of
differing size, density and value. Such construction detracts from
the total living quality of both residents of the new structures as
well as those in existing structures. Moreover, such high density
new construction in relation to less dense housing of twice the size
i
with insufficient buffer zones eliminates the opportunity for
residents of both neighborhoods to capture the experience of the
environment and vistas that brought all of here in the first place.
By providing a larger buffer zone between the neighborhoods a
dramatically improved quality of life and living experience is
achieved in both communities. Additionally, a larger buffer zone
preserves more of the natural environment of the desert within the
living communities making it more accessable to both
neighborhoods.
Were D.R. Horton to construct similar size homes in the same
density value as surrounding neighborhoods the issue of
compatability and values would therefore become moot. However,
this is not the case in this matter. As such, we strongly urge and
recommend the Council and D.R. Horton consider revising the
existing plan. We recommend increased buffer zones be utilized to
preserve more of the natural habitat of the area, improve the
quality of living experience for both neighborhoods, and preserve
the distinction between two different neighborhoods within the
same community. Improved and expanded buffer zones permits
the homogenous intermingling of different neighborhoods without
detracting from the values of either and of course preserving the
credibility of this town's planning and zoning functions by
preserving the separation of two distinct neighborhoods of different
construction and value. 11;� j