Lower Merion Township Rfp

LOWER MERION TOWNSHIP RFP

Prepared by DPZ Partners LLC

TECHNICAL PROPOSAL

FOR

PROFESSIONALPROFESSIONALPROFESSIONAL PLANNING & PLANNINGCODE PLANNING ANALYSIS & SERVICES &CODE CODE ANALYSIS ANALYSIS SERVICES SERVICES FOR THE COMPREHENSIVE UPDATE TO FOR FORTHE THECOMPREHENSIVE COMPREHENSIVE UPDATE THE ZONINGUPDATE TOCODE THE TO & THEZONING SUBDIVISION ZONING CODE CODE REGULATIONS & SUBDIVISION REGULATIONS

RFP NO: 16-30

November 8, 2016 “Preserve Lower Merion’s classic residential neighborhoods, including the Township’s institutions, parks, and natural environment, and reinvest in the township’s village cores and commercial areas to improve walkability, expand transit use, and encourage design excellence.”

- A Comprehensive Plan for the Preservation, Infill, and Redevelopment of Lower Merion Township CONTENTS

A.1: EXECUTIVE SUMMARY PAGE 3

A.2: ORGANIZATIONAL CHART AND WORK PLAN PAGE 5

A3: ORGANIZATION SUPPORT AND EXPERIENCE PAGE 9

A.4: SCOPE OF SERVICES PAGE 37

A.5: ADDITIONAL DATA PAGE 41

ATTACHMENT C PAGE 49

COST PROPOSAL (SEPARATE DOCUMENT PER RFP REQUIREMENTS)

2 Township of Lower Merion RFP - Planning and Code Analysis Services A.1 EXECUTIVE SUMMARY

DPZ Partners is pleased to submit this proposal for services to produce a new Zoning Code for Lower Merion Township.

It is our understanding that the Township has initiated this rezoning project as a result of an extensive community-driven comprehensive planning process, and that the vision and policy recommendations of the Comprehensive Plan are intended to guide the new and revised regulations.

The DPZ Team has a great admiration for the natural and built environment of Lower Merion Township. Its rolling wooded natural context, generous residential suburbs, historic railroad town and commercial corridor fabric, and important institutional campuses, combine to make beautiful places of unique character. The Township’s appeal is magnified by its location in the metropolitan area of Philadelphia. In this situation it is understood that development pressure from welcomed economic growth is often at odds with the goal of maintaining a cultural and built history of a different scale.

We are proposing a Scope of Services and Work Plan that incorporates the Township’s intended process of four Phases subdivided into fifteen Tasks. In Phase 1 Assessment and Analysis, the five Tasks include the Project Start-up, Analysis of Background Materials, Draft Assessment and Analysis, Final Assessment and Analysis Findings, and Revisions to the Project Schedule. In Phase 2 Draft New Zoning Regulations, the five Tasks include the Draft Zoning Ordinance Development (along with the Draft Equivalency Chart), Draft Zoning Map Development, Testing of Sample Condition Types, Revised Draft Ordinance and Map, and Final Presentation. Phases 1 and 2 are scheduled to take eighteen (18) months. The five Tasks of Phase 3 and 4 are provisionally estimated at an additional nine (9) months. Phase 3 Adoption Process includes Technical Sup- port, Presentation Aids and Graphics, and Public Meetings; Phase 4 Implementation includes Training Sessions and Guidebook and Handouts.

The Work Plan is detailed in Section A.2 of this proposal and the Scope of Services is detailed in Section A.4. We understand the process and deliverables must be tailored to the needs of the Township. Our Team is nimble and practiced at adjusting to evolving conditions.

The final documents sought as the outcome of this project are a Zoning Code and a Zoning Map. Other documents to be used as tools for the process include analytical studies, illustrations, com- parative tables (Zoning Equivalency Chart), digital presentations, among others. Goals already articulated include: integration of Smart Growth principles, consistency with Comprehensive Plan and other regulations and policies, sustainable land use, reduction of complexity, rules that are logical, clear and easy to understand, predictability of built result, and a framework for responding to change over time.

Our Team has been formed to support Township leaders and Staff in guiding the process and outcome of the rezoning. We have assembled a team that is lean in numbers but rich in municipal experience producing predictable codes that resolve the often contradictory goals of conservation and development.

DPZ Partners has an extensive record of collaborative work with municipalities, developers and other professionals, with relevant experience ranging from main street, transit-oriented, corridor and institutional campus plans and guidelines, to whole city zoning codes (Miami21). The built result of the firm’s work has brought visible value to communities throughout the country. Our work with zoning codes, founded in our originating of form-based codes, encourages quick implementation and tangible results.

Elizabeth Plater-Zyberk (Miami) and Marina Khoury (Gaithersburg) are the Team leaders. The Work Plan anticipates that one or both of the partners will be at all Work Group and public meetings. Plater-Zyberk’s childhood home was in Paoli and she spent her high school years in the Township; since then she has made frequent trips to the Philadelphia area as a university trustee. Marina Khoury travels to east coast projects from the Gaithersburg office on a regular basis. Together they led the team for the new zoning code for the City of Miami approved in 2009. Plater-Zyberk led the establishment of the first Traditional Neighborhood Development (TND) code in Miami- Dade County. Khoury is currently part of a team developing a new code for Orange County, FL.

Hurley Franks Associates (HFA) is a Philadelphia-based firm of architects and planners, with extensive experience working with communities and institutional facilities. Philip Franks resides in the Township and has first-hand knowledge of the civic and physical context; he has served on Township boards and committees, and was active in the Comprehensive Plan process. Jennifer Hurley has broad experience with community and comprehensive planning, zoning codes, and in orchestrating public process outreach and communications. HFA will be the local office ‘on-call’ for quick response as needed by Township Staff throughout the project.

Norman Garrick, Ph.D., Civil Engineer, long a collaborator with DPZ Partners, specializes in transportation for the walkable urban context, specializing in innovative approaches to traffic and parking management. A long-time faculty member at the University of Connecticut, with research published in peer-reviewed and industry journals, Garrick has access to a broad array of compara- tive information that facilitates decision-making.

Gibbs Planning Group (GPG), also frequent collaborators with DPZ, have expertise in retail design, regulations and development. Robert Gibbs is the author of Principles of Urban Retail Planning and Development. His role on the team will be to analyze the existing conditions and propose potential improvements to Township downtowns and commercial corridors.

In addition, three Advisors bring specialized experience to the team that can be called upon during the process, for ongoing consultation with the Work Group and Staff, and potentially, for public lectures on relevant topics. The Crabtree Group, Civil Engineers, specializes in green infrastructure and storm water management, emphasizing resilience in response to changing conditions of climate and the increasing building and pavement footprint of economic growth. Galina Tachieva, author of Sprawl Repair, has extensive experience in redevelopment plans for suburban corridors and shopping centers; she recently led Reinvent Phoenix, a federally funded TOD design, coding and implementation plan for the city’s Metro light rail corridor. Joanna Lombard, University of Miami Professor of Architecture with joint appointment in the School of Medicine, has published research on health and the built environment and has worked on hospital and educational campus master plans to guide growth that is compatible with and enhances surrounding communities.

As thought and practice leaders in urban design, planning, and regulations, the DPZ Team cre- dentials are unsurpassed. Township selection of our team will burnish the already high standards set by its admirable history of stewardship and planning. We are eager to lend our experience to Township leaders and stakeholders. It would be an honor to work with you on the preservation and enhancement of an area that is truly a national treasure. We look forward to the opportunity to elaborate on our qualifications and to discuss with you the vision and goals of Lower Merion Township.

Respectfully submitted, DPZ’s contact for contract administration is: Elizabeth Plater-Zyberk FAIA CNU LEED DPZ Partners LLC 1023 SW 25 Avenue, Miami FL 33135 Elizabeth Plater-Zyberk, FAIA C. 305 798 7393 | T. 305 644 1023 ext. 1045 [email protected]

4 Township of Lower Merion RFP - Planning and Code Analysis Services A.2 ORGANIZATIONAL CHART AND WORK PLAN

CLIENT Lower Merion Township

TEAM LEADER DPZ PARTNERS, LLC

Elizabeth Plater-Zyberk Project Principal

SUB CONSULTANTS Marina Khoury ADVISORS Project Director HURLEY FRANKS ASSOCIATES Michael D. Weich JOANNA LOMBARD Philip A. Franks, Jennifer Hurley Project Manager University of Miami Local Planning/Design Team Campuses/Healthy Communities F. Xavier Iglesias NORMAN GARRICK Ph.D. Senior Planner/Designer CRABTREE GROUP, INC. University of Connecticut Paul Crabtree, P.E. Civil Engineering/Transportation Paul Genovesi Civil Engineering/Stormwater Planner/Designer GIBBS PLANNING GROUP GALINA TACHIEVA Robert J. Gibbs DPZ Partners, LLC Planning/Retail Infill and Suburban Retrofit

The DPZ team represents a set of balanced abilities matched to the various aspects of the multi- task scope of this project. Team members are deeply experienced in drafting and implementing regulations that incorporate Traditional Neighborhood Design principles, with evidence-based and practical knowledge, in the conservation and development of well-stablished areas.

The Organizational Chart illustrates the team’s structure including key personnel, sub-consultants, and advisors. DPZ shall be responsible for the preparation of draft and final documents, project coordination including managing input from sub-consultants and advisors, and in conjunction with Hurley Franks Associates shall participate in the public engagement and communication processes.

The Work Plan is presented on the following spread. Section A.3 of this proposal provides background information, resumes, references and examples from similar projects. Section A.4 describes the proposed scope of the services.

Meetings and Presentations Consultant Input (Hours per Task) Year One Year Two TASKS

Working Norman Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 DPZ HFA GPG Group Staff Public Garrick Lead Sub Sub Comprehensive Update to the Zoning Code & Subdivision Regulations (+ Staff) Eng. Sub 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24

Phase1 Assessment and Analysis (Month 1 - 4) 6 mtgs. As needed 1 mtg. Hours Hours Hours Hours Phase 1

Task 1 Project Start-up 1 mtg. ✔️ 32 20 0 0

Task 2 Interactive Analysis of Project Background Materials 2 mtgs. ✔️ 68 100 40 15

Task 3 Draft Assessment and Analysis Findings 1 mtg. ✔️ 68 40 10 20

Task 4 Final Assessment and Analysis Findings 1 mtg. ✔️ 1 mtg. 66 40 8 15

Task 5 Revisions to the Project Schedule and Other adjustments 1 mtg. ✔️ 4 4 0 0

Phase 2 Drafting New Zonning Regulations (Month 5 - 18) 8 mtgs. As needed 2 mtgs. Hours Hours Hours Hours Phase 2

Task 6 Draft Zoning Ordinance Development 2 mtgs. ✔️ 300 100 0 8

Task 7 Draft Zoning Map Development 2 mtgs. ✔️ 200 70 8 2

Task 8 Testing of Sample Condition Types 1 mtg. ✔️ 20 80 40 8

Task 9 Revised Draft Ordinance and Map 1 mtg. ✔️ 1 mtg. 108 40 10 2

This Page is Intentionally Left Blank Task 10 Final Presentation 2 mtg. ✔️ 1 mtg. 16 8 0 4

Phase 3 Adoption Process (Month 19 - 24) 1 mtg. As needed TBD Hours Hours Hours Hours Phase 3

Task 11 Technical Support 1 mtg. ✔️ 20 40 10 10

Task 12 Presentation Aids and Graphics ✔️ 20 40 0 0

Task 13 Public Meetings ✔️ ✔️ 10 20 0 0

Phase 4 Implementation (Month 19 - 24) 1 mtg. As needed N/A Hours Hours Hours Hours Phase 4

Task 14 Training Sessions 1 mtg. ✔️ 10 45 0 0

Task 15 Guidebook and Handout 20 45 0 0

Project Management / Ongoing Tasks for all Phases

● Prepare support materials and graphics for meetings and public outreach

● Coordinate with Staff before meetings to determine roles and approach

● Follow up with Staff after meetings to clarify next steps

● Phone conversations, email communication, and briefings (as needed)

Notes

● Month One starts within 45 days after the notice to proceed

● Specific Deliverables are presented in Section A-4

6 Township of Lower Merion RFP - Planning and Code Analysis Services PROJECT SCHEDULE AND WORK PLAN Project Schedule & Work Plan

Meetings and Presentations Consultant Input (Hours per Task) Year One Year Two TASKS

Phase1 Assessment and Analysis (Month 1 - 4) 6 mtgs. As needed 1 mtg. Hours Hours Hours Hours Phase 1

Task 1 Project Start-up 1 mtg. ✔️ 32 20 0 0

Task 2 Interactive Analysis of Project Background Materials 2 mtgs. ✔️ 68 100 40 15

Task 3 Draft Assessment and Analysis Findings 1 mtg. ✔️ 68 40 10 20

Task 4 Final Assessment and Analysis Findings 1 mtg. ✔️ 1 mtg. 66 40 8 15

Task 5 Revisions to the Project Schedule and Other adjustments 1 mtg. ✔️ 4 4 0 0

Phase 2 Drafting New Zonning Regulations (Month 5 - 18) 8 mtgs. As needed 2 mtgs. Hours Hours Hours Hours Phase 2

Task 6 Draft Zoning Ordinance Development 2 mtgs. ✔️ 300 100 0 8

Task 7 Draft Zoning Map Development 2 mtgs. ✔️ 200 70 8 2

Task 8 Testing of Sample Condition Types 1 mtg. ✔️ 20 80 40 8

Task 9 Revised Draft Ordinance and Map 1 mtg. ✔️ 1 mtg. 108 40 10 2

Task 10 Final Presentation 2 mtg. ✔️ 1 mtg. 16 8 0 4

Phase 3 Adoption Process (Month 19 - 24) 1 mtg. As needed TBD Hours Hours Hours Hours Phase 3

Task 11 Technical Support 1 mtg. ✔️ 20 40 10 10

Task 12 Presentation Aids and Graphics ✔️ 20 40 0 0

Task 13 Public Meetings ✔️ ✔️ 10 20 0 0

Phase 4 Implementation (Month 19 - 24) 1 mtg. As needed N/A Hours Hours Hours Hours Phase 4

Task 14 Training Sessions 1 mtg. ✔️ 10 45 0 0

Task 15 Guidebook and Handout 20 45 0 0

Project Management / Ongoing Tasks for all Phases

● Prepare support materials and graphics for meetings and public outreach

● Coordinate with Staff before meetings to determine roles and approach Additional information and explanation of items included in this ● Follow up with Staff after meetings to clarify next steps Work Plan can be found in Section A.4: Scope of Services.

● Phone conversations, email communication, and briefings (as needed)

Notes

● Month One starts within 45 days after the notice to proceed

● Specific Deliverables are presented in Section A-4

8 Township of Lower Merion RFP - Planning and Code Analysis Services A.3 ORGANIZATION SUPPORT AND EXPERIENCE DPZ Partners, LLC is a leader in form-based planning, urban design, coding, and architecture, with over 300 projects for new and existing communities in the U.S. and internationally. DPZ’s contributions to planning, design, and regulations have been widely recognized for their excellence and influence on the making of walkable urbanism, complete neighborhoods, and resilient communities.

DPZ was founded in 1980 and is based in Miami, Florida, with satellite offices in Gaithers- burg, Maryland and Portland, Oregon, as well as affiliates in Europe and Asia. A tightly- knit midsize company of 29, DPZ is dedicated to innovation in preserving and improving the built and natural environment. A protean organization, DPZ collaborates with others, retaining the flexibility of a small office, while providing the capacity and expertise of a larger multi-disciplinary firm.

DPZ is distinguished from other firms by its: • ongoing pursuit of innovative solutions; • volume of built/implemented work and the lessons learned from these projects; • public process, including the DPZ charrette and rapid prototyping; • business efficiency, as a small firm that collaborates with others; and • Partners' renown in the field.

DPZ is the recognized leader in Traditional Neighborhood Development (TND) design and our many built examples of authentic TNDs have been used as models throughout the industry to effect change in planning, regulatory, development, marketing, and financing practices. Since its founding, DPZ’sDPZ growingDPZDPZ BUILTbody BUILT ofBUILT work hasPROJECTS PROJECTSexerted PROJECTS a major influence on the practice and direction of urban planning in the United States.

MASHPEEMASHPEE COMMONS,MASHPEE COMMONS, COMMONS, MA MA MA

KENTLANDS,KENTLANDS,KENTLANDS, GAITHERSBURG, GAITHERSBURG, GAITHERSBURG, MD MD MD HEULEBRUG,HEULEBRUG,HEULEBRUG, BELGIUM BELGIUM BELGIUM NORTONNORTON COMMONS,NORTON COMMONS, COMMONS, KY KY KY

Form-Based Design and Form-Based Coding

DPZ pioneered form-based planning, design, and coding, beginning with the very first modern form-based code – for Seaside, Florida – and subsequently developing the Smart- Code, a model design and development code which has been adopted by municipalities and developers across the United States and internationally.

DPZ's form-based codes are designed to support walkable and mixed-use neighborhoods, transportation options, conservation of open lands, local character, housing diversity, and vibrant downtowns (As an integrated land development ordinance, the SmartCode folds zoning, subdivision regulations, urban design, public works standards, and basic architectural controls into one compact document). Thus, our codes discourage sprawl development, automobile dependency, loss of open lands, monotonous subdivisions, deserted downtowns, and unsafe streets and parks.

Because DPZ's form-based codes are presented in primarily graphic form, they are increasingly known as user friendly and "transparent” alternatives to conventional zoning codes. DPZ is closely affiliated with the Form-Based Codes Institute (FBCI). Founding Partner Andres Duany is an FBCI Emeri- tus Board Member and an Instructor. Similarly, Duany and several other DPZ Partners are members of the Transect Codes Council, the advisory board to the Center for Applied Transect Studies (CATS). Urban to Rural Transect

DPZ Partners: FORM-BASED CODING - NATIONAL EXPERIENCE (1988 - 2016)

MUNICIPAL

1 Orange County Code Orange County, Florida 2016 Co-Prime (in progress) Sustainable Land Development Code 2 City of West Haven-TOD Code West Haven, Connecticut 2016 Prime TOD Plan & Form-Based Code for TOD areas 4 Downtown Bethel Bethel, Connecticut 2016 Prime TOD TOD Code 5 Tigard Triangle Code Tigard, Oregon 2015 Co-Prime Guidelines Tigard Lean Code Manual 6 Reinvent Phoenix Phoenix, Arizona 2014 Prime TOD Plan & Form-Based Code for TOD areas 7 Downtown Mobile Mobile, Alabama 2013 Prime FBC Downtown Plan & Form-Based Code 8 BullStreet Redevelopment Columbia, South Carolina 2012 Prime FBC Plan and Form-Based Code 9 Mandeville Mandeville, Louisiana 2011 Prime Zoning Infill Plan and Code 10 Cobb County, Mableton Mableton, Georgia 2011 Prime FBC Master Plan (438 ac) Form Based-Code (13,814 ac) 11 Miami 21 Miami, Florida 2010 Prime FBC Complete overhaul of City's Zoning Code to new Form-Based Code 12 Town of Taos Public Works Manual Taos, New Mexico 2009 Prime Guidelines Public Works Manual 13 Cornelius Town Center Cornelius, North Carolina 2008 Prime TOD Infill Plan and Code 14 St. Bernard Parish Plan St. Bernard, Louisiana 2008 Prime FBC Form-Based Code for City 15 Abbeville & Vermillion Parish Plan Vermillion Parish, Louisiana 2007 Prime FBC Plan and Form-Based Code 16 Unified New Orleans Plan New Orleans, Louisiana 2006 Co-Prime FBC 3 Comprehensive Post-Katrina Plan for New Orleans/Form-Based Code 17 Lake Charles Parish Plan Lake Charles, Louisiana 2006 Prime FBC Downtown District Plan and Code 18 Down City Providence Providence, Rhode Island 2004 Prime FBC Downtown Revitalization Plan and Code 19 Heart of Peoria Peoria, Illinois 2003 Prime FBC Urban Infill/Downtown Plan and Form-Based Code Framework 20 Downtown Fort Myers Fort Myers, Florida 2001 Prime SC Downtown Plan and SmartCode 21 Downtown Sarasota Sarasota, Florida 2000 Prime SC Downtown Plan and SmartCode 22 NW Hillsborough County Tampa, Florida 1999 Prime FBC Regional Plan and Code 23 Onondaga County Onondaga County, New York 1999 Prime TND Regional Plan and TND Ordinance 24 Downtown Kendall Kendall, Florida 1998 Co-Prime FBC Suburban Retrofit and Form-Based Code 25 Plan Baton Rouge Baton Rouge, Louisiana 1998 Prime TND Downtown Plan and Form-Based Code 26 Downtown West Palm Beach West Palm Beach, Florida 1993 Prime TND Downtown Coridor Plan and Form-Based Code 27 Downtown Naples/Fifth Ave Naples, Florida 1993 Prime FBC Downtown Plan and Code 28 Downtown Stuart Stuart. Florida 1988 Prime FBC Downtown Plan and Code

1. Projects listed in chronological order. 2. List includes national & international projects. 3. List includes projects for municipalities & private developers.

10 Township of Lower Merion RFP - Planning and Code Analysis Services

3/15/16 Page 1 ORGANIZATION SUPPORT AND EXPERIENCE

LEAD CONSULTANT Norman Garrick Ph.D DPZ Partners, LLC Norman Garrick brings transportation engineering and regu- DPZ Partners will lead the project team under the guidance latory experience to the team. He has been an associate of Partner Marina Khoury and Founding Partner Elizabeth professor at the University of Conneticut for over 20 years, Plater-Zyberk. Marina has extensive in preparing form-based overseeing the creation of the Center for Transportation and codes including Miami 21, the West Haven and Bethel TOD Urban Planning. A CNU Fellow, Norman has consulted for codes, and numerous other codes in the United States several TNDs and in the drafting of transportation elements and abroad. She leads DPZ’s office in the Washington, for form-based codes and comprehensive plans. D.C. area, located in the DPZ planned town of Kentlands, Gaithersburg, MD. Marina also serves on the board of Gibbs Planning Group the Form-Based Codes Institute and the Transect Codes Robert J. Gibbs is the authority on retail design and regula- Council. Currently she is leading DPZ’s participation in a tions in the Traditional Neighborhood Development context. code rewrite for Orange County, Florida. Elizabeth Plater- He has completed hundreds of charrettes and workshops Zyberk also has extensive experience in preparing design and is an expert at writing new code for retail and mixed use guidelines and codes, as well as with politically sensitive development. A frequent consultant/advisor for DPZ, Robert planning undertakings. She will lead major meetings that wrote the retail module of The Smart Code and published may be part of the scope, and provide project direction and the award-winning Principles of Urban Retail Planning and oversight. Development.

Additional support will be provided by senior designer Xavier ADVISORS Iglesias, who is similarly focused on form-based codes as well as healthcare and campus initiatives. Xavier's work Galina Tachieva includes multiple master plans and codes for universities, Galina Tachieva, a Partner at DPZ Partners, will serve as colleges, and health systems around the world. DPZ’s team an internal advisor to the DPZ team. Galina is the author is rounded out with the inclusion of Michael Weich and of the award-winning Sprawl Repair Manual and is an Paul Genovesi, both experienced in planning and urban authority on sensitive and successful urban infill in subur- regulations. Michael works at the Gaithersburg office and ban conditions. She will assist in establishing the interface will serve as Project Manager. He has managed numerous between Euclidean-based development and development coding projects, most recently the Bethel and West Haven regulations and the new Transect-based interventions. TOD Codes. Paul brings additional local expertise to the team. He was born and raised in the Philadelphia area and Crabtree Group, Inc has an extensive knowledge of the region. Paul Crabtree brings civil engineering, green infrastructure, and regulatory experience to the team. Paul has SUB-CONSULTANTS been a collaborator with DPZ in coding and development work around the world. His focus on green infrastructure Hurley Franks Associates and right-sized solutions will help fit stormwater and other Hurley-Franks & Associates (HFA) brings value to the infrastructure requirements to new development. With consulting effort with their familiarity and knowledge of the significant implementation experience, Paul will access local development and planning context. Jennifer Hurley existing regulations and establish new and sustainable completed an undergraduate degree at Bryn Mawr College standards. and currently teaches a course there. Joanna Lombard Philip Franks has resided in the Township for the past 26 A professor at the University of Miami School of Architec- years. He has been an appointed member of the Township’s ture and the Miller School of Medicine, Joanna Lombard is Historic Architectural Review Board (HARB) for the last 23 an expert in integrating campus and healthcare design with years, serving two 2-year terms as its Chair and currently the surrounding community. She has led numerous studies serving as its Vice Chair. Additionally, Philip was an active on the positive effects that TND principles have on creating citizen participating in the three-year effort to craft the healthy and safe communities. With significant experience recently approved Comprehensive Plan, serving on both working with DPZ on similar plans and codes, Joanna will the Land Use and Historic Preservation Committees. Philip help to ensure that the institutional campus-residential brings first-hand knowledge of the previous outreach efforts neighborhood relationship be properly illustrated. and the positions put forth by many of the local civic organizations, businesses, and institutions. This experience and The following pages contain the resumes of the key knowledge will help the team to appreciate the concerns, team personnel, sub-consultants, and advisors. It is the issues, and the history of conflict that occasionally arises worth noting that the team members have collaborated between the competing interest groups. together before on numerous projects.

Founding Partner A renowned leader in community planning, Elizabeth Plater-Zyberk has expertise at every scale: from the village, to the campus, the town, the city and the region. Ms. Plater-Zyberk is a Found- ing Partner of DPZ Partners and the Malcom Matheson Distinguished Professor at the University of Miami School of Architecture, where she was Dean from 1995-2013. A graduate of Princeton University, she served on the Board of Trustees for 14 years and has received Honorary Doctorates from the University of Pennsylvania (2001), Notre Dame (1996), and Rollins College (1995). Plater- Zyberk is a founder of the Congress for the New Urbanism, characterized by the New York Times as "the most important phenomenon to emerge in American architecture in the post-Cold War era." She has been recognized with numerous awards. Her publications include The New Civic Art and Suburban Nation. Ms. Plater-Zyberk continues to be actively involved in architecture, master planning, and code development projects.

Selected Projects: Miami 21, Vision Plan and Form Based Code, Miami, FL Presence Sts Mary and Elizabeth Medical Center Master Plan- West Town Visioning, Chicago, IL Presence Resurrection Medical Center Master Plan, Chicago, IL Bon Secours Memorial Regional Medical Center Campus Master Plan, Hanover Co., VA East End Transformation Master Plan, Richmond, VA: APA VA Award, 2011 Bon Secours St. Mary's Hospital Campus Master Plan, Richmond, VA Bon Secours St. Francis Medical Center Campus Master Plan, Midlothian, VA Design District Master Plan, Miami, FL St. Francis Medical Center, Campus Master Plan, Midlothian, VA Memorial Regional Medical Center Campus and Town Plan, Richmond, VA East End Transformation Corridor Plan, Richmond, VA Cottonwood Mall, Suburban Retrofit, Holladay, UT University Mall, Suburban Retrofit, Provo, UT Coconut Grove Business Improvement District Plan, Miami, FL Good Shepherd Catholic Church, Miami, FL Palmer Trinity School Campus Plan, Miami, FL Aqua, Urban Redevelopment, Miami Beach, FL Downtown West Palm Beach, Downtown Master Plan and Urban Code, FL South Campus, Village of San Sebastian Campus Master Plan, University of Miami, FL Downtown Kendall Master Plan, Miami, FL

Awards: 2012 Albert Simons Medal of Excellence, College of Charleston 2008 The Richard H. Driehaus Prize for Classical Architecture, ICAA 2002 Arthur Ross Award in Community Planning 2001 The Vincent J. Scully Prize, National Building Museum 2001, 1997 Honorary Doctorates, University of Pennsylvania, University of Notre Dame 1993 The Thomas Jefferson Memorial Foundation Medal in Architecture

Academic: 1979-present Professor, University of Miami School of Architecture, with tenure 1995-2013 Dean, University of Miami School of Architecture 2008, 1998 Resident, American Academy in Rome 1980-1995 Visiting Professorships at Harvard, Maryland, Yale, and Virginia 1974 Master of Architecture, Yale School of Architecture 1972 Bachelor of Arts in Architecture and Urban Planning, Princeton University

Affiliations and Service: 2008-present United States Commission of Fine Arts 2008-2010 Miami-Dade County Climate Change Advisory Task Force 2005-present Board, Institute of Classical Architecture and Art 2004 LEED Accredited Professional, U.S. Green Building Council 1996 Elected AIA College of Fellows 1993-2004 Congress of the New Urbanism, Co-Founder and Board Member Licensed Architect, NCARB

12 Township of Lower Merion RFP - Planning and Code Analysis Services DPZ PARTNERS - MARIN KHOURY

Partner/Project Director Marina Khoury is an expert in sustainably urban redevelopment, regional planning, transit-oriented developments, affordable housing, and form-based codes. As a Partner at DPZ, she has been Director of its Washington D.C. office since 2007. A licensed architect and fluent in several lan- guages, Khoury has worked on the design and implementation of projects in the US, Canada, Europe, and the Middle East including ground-breaking new codes around the world that mandate resilient urbanism. She speaks globally widely on issues related to Smart Growth and affordable, sustainable, and walkable communities. Marina is active in Washington area civic groups, including the Congress for the New Urbanism (CNU), where she served as a Board member of the CNU-DC chapter from 2007-2012. She currently serves on the following Boards: Form-Based Code Institute (FBCI), Sustania Council and the Center for Applied Transect Study (CATS). She is a member of the New Urban Guild and a LEED Accredited professional.

Selected Projects: Miami 21, Form-Based Code, Miami, FL Awards: Global GFHS, National APA/AIA Orange County Code, Orange County, FL Charleston Board of Architects Historic Review, Charleston, SC Bethel TOD Plan & Code, CT West Haven TOD Plan & Code, CT Perdido Key Master Plan & Code, Perdido Key FL Mark Center and Small Area Plan and Code, Alexandria, VA Downtown Sarasota Master Plan and Code, FL Miami-Dade County Agriculture, Rural Area Study, Regional Plan and Code, FL New Town St. Charles Master Plan and Form-Based Code, St. Charles, MO Westhaven Master Plan and Form-Based Code, Franklin, TN National Kuwait Code, Kuwait Al Ain CBD Structure Plan and Code, Abu Dhabi, UAE Western Makkah Structure Plan, Master Plan & Codes, Makkah, Kingdom of Saudi Arabia Port Au Prince Plan and Code, Haiti Design District Master Plan and Guidelines, Miami, FL Royal St. Louis Plan, Mauritius Lorelei Master Plan, Laurel Island, Charleston, SC

Select Lectures: 2015 Featured Speaker-United Nations Environmental Programme's Global Forum for Human Settlements UN HQ, New York Keynote Speaker-BPD's Annual Meeting, Amsterdam, Netherlands - “Places People Thrive” & “Community Outreach, Positioning your Community, Knowing your Market 2014 Invited Speaker to Sustainia Council, Copenhagen, Denmark 2012 Invited Speaker to Municipality of Makkah’s “2-Day SmartCode Workshop”, Jeddah, SA 2011 Guest Speaker-New Partners for Smart Growth, Charlotte, NC 2010 Guest Speaker-National League of Cities' First Tier Suburbs Council, DC "Miami 21" Guest Speaker-AIA National Convention, Miami, FL "Settlements of the 21st Century"

Academic: 1992 Master of Architecture, University of Wisconsin – Milwaukee (UW-M) 1992 Master of Urban Planning, UW-M 1989 Bachelor of Science in Architecture (with honors), UW-M 1985-88 Ecole Speciale d’Architecture, Architecture Program, Paris, France

Affiliations and Service: 2015-present Board Member Form-Based Code Institute (FBCI) 2009-present Board Member Center for Applied Transect Study (CATS) 2007-present Member of New Urban Guild 2001- 2007 Member of City of Miami’s Urban Development Review Board 1998-present CNU, Credited Professional, Board Member CNU-DC (2007-2012) Licensed Architect: Florida AR0017145, Maryland 15442, New York, 033067-1, Virginia 0401014799

Project Manager Michael Weich is a project manager and designer with over 12 years of experience in planning, urban design, and architectural design, including regional plans, mixed-use new towns, transit- oriented development and suburban retrofit projects in the United States, Canada, Asia, Europe, and the Middle East. He has played a key role in the planning, design, and management of several large DPZ projects in the MIddle East.

Michael joined DPZ in 2006 and works in the firm’s Kentlands office in Gaithersburg, Maryland. Weich and his family live in Kentlands, one of DPZ’s first Traditional Neighborhood Developments. He is an active member in the community, and manages the Kentlands Community Garden, a project he helped to design and build and was awarded a "Friend of the Foundation' award for in 2014 as well as a City of Gaithersburg Environmental Award in 2015 and 2016.

Selected Projects: National Kuwait Code, Kuwait Al Ain CBD Structure Plan and Code, Abu Dhabi, UAE Western Makkah Structure Plan, Master Plan & Codes, Makkah, Kingdom of Saudi Arabia Mark Center and Small Area Plan and Code, Alexandria, VA Mission Road Master Plan & Code, Calgary, Alberta, Canada Perdido Key Master Plan & Code, Perdido Key FL Bawwabat Al Sharq Master Plan, Dammam, Kingdom of Saudi Arabia Business Oasis Master Plan, Dammam, Kingdom of Saudi Arabia Dammam Structure Plan, Dammam, Kingdom of Saudi Arabia Bethel TOD Plan & Code, CT West Haven TOD Plan & Code, CT Newburgh Waterfront Master Plan and Code, New York Bedford Farms, Master Plan, NY Project Liberty Master Plan, Manila, Phillipines Royal St. Louis Plan, Mauritius Renn Farm, Master Plan, Frederick, MD Baton Rouge - Mid-City Master Plan, Baton Rouge, AL Malbis Plantation Master Plan, Malbis, AL Hertfordshire Regional Plan, Hertfordshire County, UK The Village of Niagara on the Lake, Niagara on the Lake, Ontario, Canada Southlands Master Plan, Tsawwassen, British Columbia, Canada Camana Bay, Grand Cyman Islands Jindee Master Plan and Code, Perth, Australia Cottonwood, Utah Master Plan Ruskin Heights Master Plan, Fayetteville AR Tree Hill Master Plan, Richmond VA Clarksburg, Summerfield MD - Architecture Blackhorse Master Plan, Gettysburg PA Pine Hall Master Plan, State College PA Arcona Master Plan, Harrisburg PA Imperial Master Plan, Sugar Land, Texas

Academic: 2012 Andrews Univesity School of Architecture, visiting critic 2005-2006 Master of Architecture, Andrews University, Michigan 2001-2005 Bachelor of Science in the study of Architecture, Andrews University, Michigan

Affiliations and Service: 2003-Present Accredited Member, Congress for the New Urbanism 2012 Lecturer, Planning in the Middle East, Andrews University, MI

14 Township of Lower Merion RFP - Planning and Code Analysis Services DPZ PARTNERS - F. XAVIER IGLESIAS

Senior Designer Xavier Iglesias is a planner and architectural designer with nearly thirty years of experience. His urban design work includes master plans and design regulations across the Transect, from rural villages to downtown revitalizations for developers, not-for-profit organizations, and municipalities. One special area of concentration has been campus design for religious and recreational institutions. Xavier leads DPZ’s Healthcare Initiative, which involves campus and community visioning plans for hospital systems such as Bon Secours Virginia and Presence Health.

His architectural experience includes all phases of building design, from feasibility studies and schematic design through construction documents and observation, for a variety of building types from single and multi-family residential to educational, medical and civic structures.

Iglesias also directs DPZ’s public relations, coordinating publicity and awards, and he edited the firm’s principal monographs, Towns and Town-Making Principles (1991), The Architecture of Duany Plater-Zyberk and Company (2005), and the Richard H. Driehaus Prize Monograph (2008).

Selected Projects: Presence Sts Mary and Elizabeth Medical Center Master Plan- West Town Visioning, Chicago, IL Village at Glenridge, Sandy Springs, GA Reinvent Phoenix TOD Master Plan.,AZ Ignite High Point Master Plan, NC Town of Seaside Update 2012, Master Plan and Code, Ft. Walton Co., FL Bon Secours Memorial Regional Medical Center Campus, Hanover Co., VA East End Transformation Master Plan, Richmond, VA: APA VA Award, 2011 Bon Secours St. Mary's Hospital Campus Master Plan, Richmond, VA Bon Secours St. Francis Medical Center Campus Master Plan, Midlothian, VA Camana Bay Architecture & Code, Cayman Islands Downtown Lake Charles, LA, Louisiana Recovery Authority Downtown Doral Master Plan and Urban Code, Doral, FL Scottish Sustainable Communities Initiative: Lochgelly, Scotland: CNU Charter Award, 2013 Bawwabat Al Sharq, Dammam, Kingdom of Saudi Arabia Hertfordshire Guide to Growth, England: CNU Charter Award 2009 Bermuda Village, Coral Gables, FL Campo Sano Village, Coral Gables, FL Fairchild Tropical Garden Visitor Center, Coral Gables, FL: AIA FL Award of Excellence, 2005 The Village of Heulebrug, Knokke-Heist, Belgium: European Prize for Architecture, 2008 Legacy Town Center, Plano, TX I’On Village, Mt. Pleasant, SC: CNU Charter Award 2003 Norton Commons, Louisville, KY Good Shepherd Catholic Church, Miami, FL: AIA Miami Award of Excellence,1996 The Village of Windsor, Vero Beach, FL

Academic: 1997 - Present Visiting Lecturer/ Juror Univ. of Miami School of Arch., Coral Gables, FL 2009 Visiting Lecturer, King Fahd University, Dhahran, KSA 1986 Bachelor/Master of Architecture, Magna cum Laude, Tulane University, New Orleans, Louisiana. Member, Tau Sigma Delta Honor Society

Affiliations and Service: 2004 - Present The Florida Chapter of the CNU 1993 - Present The Congress for the New Urbanism (CNU), Charter & Accredited Member

Designer Paul Genovesi is an urban and architectural designer with a professional architecture degree. He has experience in a variety of project types, including new community master plans, main street revitalizations, housing typologies, urban infill studies, and brownfield development plans. Originally from New Jersey, his extensive knowledge of the Philadelphia and New York Metro- politan areas makes him an asset for projects within the region. His previous experience in the construction and real estate development fields allows him to have a broad knowledge of project implementation from the design process through build-out.

Selected Projects: Syosset Park Town Center, Town of Oyster Bay, New York Green Tree, Vacaville, CA PlanSmart New Jersey 2015 Summit: Keynote Presentation Gardens at Harriman Station, Woodbury, NY Presence Sts. Mary and Elizabeth Hospital, Chicago, IL City Sao Paulo Master Plan, Pirituba, Brazil Wild Cherry Canyon, Avila Beach, CA Vista Field, Kennewick, WA Project Sands, Batangas, Phillippines Town Madison, Huntsville, AL Hendrick Farm, Old Chelsea, Canada Presence Resurrection Medical Center, Chicago, IL Orem Economic Development Plan, Orem, UT Little Rock Towers, Little Rock, AR

Professional Experience: 2014 - Present - Designer - DPZ Partners, Miami, FL 2014 Design Intern- Pensam Capital, Miami, FL 2013 Mason and General Contractor- Benny Genovesi and Son Inc, Ewing, NJ 2011-2012 Intern-Inside Architecture, Titusville, NJ

Academic: 2014 Bachelor of Architecture, Minor in Business, University of Miami, Coral Gables, FL

Affiliations and Service: 2014-Present Congress of the New Urbanism, Accredited 2011-2014 University of Miami President's 100, Campus Ambassador 2011-2013 USGBC LEED Green Associate 2010-2013 University of Miami USGBC Students

16 Township of Lower Merion RFP - Planning and Code Analysis Services SUB-CONSULTANT: HFA - PHILIP E. FRANKS

1500 Walnut Street, Suite 2000 Philip E. FRANKS, AIA, AICP Philadelphia, Pennsylvania 19102 Vice President & CFO [email protected] Philip specializes in architecture, urban design, and http://www.hfadesign.com public infrastructure projects. 215-988-9440 x 10 Philip FRANKS, aia, aicp BACKGROUND Vice President & CFO EDUCATION Brandywine Raceway & Headgates Delaware I-95 Reconstruction #1 Public Renovation Facilitation Awareness Program University of Pennsylvania, Philadelphia, PA. Master of Architecture, 1967 Wilmington, DE. 2014 - 2016 State of Delaware. 1997-2004 stakeholder engagement, public-awareness program to provide University of Pennsylvania, Philadelphia, PA. intergovernmental coordination traffic mitigation alternatives and alert Master of City Planning, 1967 motorists to reconstruction of DE’s most Sports Complex Special Services District University of New Mexico, Albuquerque, NM. heavily traveled roadway (Interstate 95 (SCSSD) Bachelor of Architecture, 1964 Reconstruction) on the North, the Viaduct, Philadelphia, PA. 2004 - Present and the Wilmington Sections and Bridge University of Pennsylvania, Philadelphia, PA. case studies and implementation strategies, Projects. The North Section received a Graduate School of Fine Arts, Departments of community center and office space National Partnership for Highway Quality Architecture and City Planning Lecturer in Urban development feasibility studies Design (1973 - 1991) award in 2001 Cool Spring Reservoir Facilitation Drexel University, Philadelphia, PA. Architectural Cedar Grove Christian Academy Wilmington, DE. 2003 - 2010 Program Instructor (1972 - 1974) Philadelphia, PA. 2002 - 2003 stakeholder engagement, building condition assessment, evaluation intergovernmental coordination PROFESSIONAL AFFILIATIONS of development alternatives, designs for The Sterling Hotel building expansion Member, American Institute of Architects (AIA) Delaware City, DE. 2005 - 2006 Lower Manhattan Development Corporation Member, American Institute of Certified Planners historic building condition assessment, (LMDC) Public Outreach (AICP) design and evaluation of improvement New York, NY. 2002 - 2003 alternatives, recommendations for priority Member, Urban Land Institute public information, community outreach, improvements, presentation of findings to workshop facilitation, public hearing Member, National Trust for Historic Preservation sponsorship representative moderation, World Trade Center site and REGISTRATION AND CERTIFICATES Hoopes Reservoir Improvements neighborhood redevelopment, memorial Wilmington, DE. 2005 - 2006 design issues. Registered Architect: Pennsylvania (#RA005447-X), aerial photography; illustrations of New Jersey, Delaware, Indiana, Massachusetts, proposed designs PROFESSIONAL DEVELOPMENT Maine, Florida, Texas, and Maryland Member, Lower Merion Township Comprehensive National Council of Architectural Registration Finger-Gordon Flood Control Project Plan, Land Use Element and Historic Preservation Boards (NCARB) Facilitation Wilmington, DE. 2013 - 2015 Advisory Committees, 2012 - 2015. Member, American Institute of Architects (AIA) stakeholder engagement, Member, Ardmore Initiatives Facade Improvement (#30055246) intergovernmental coordination Design Committee, 2009 - Present

Member and Past Chairman, Lower Merion Bellanca Airplane Hangar Township Historic Architectural Review Board, Selected Project New Castle, DE. 2004 - 2005 (HARB) 1994 - Present. Currently Vice Chair. building condition assessment, design EXPERIENCE and evaluation of improvement Member, Finance Committee of the Philadelphia alternatives, recommendations for priority Chapter of the American Institute of Architects, 1996 - Present The Brandywine Pumping Station improvements, presentation of findings to Wilmington, DE. 2011 - 2013 sponsorship representatives Honorary Member and Past President, Board of building complex and site reuse assessment, Trustees of The Philadelphia School, Center City design and evaluation of selected reuse Laurel Train Station Philadelphia, 1980 - Present options and alternatives, recommendations Laurel, DE. 2003 - 2004 for selective development areas and parcels, building condition assessment, design SPEAKING ENGAGEMENTS and evaluation of improvement presentation of findings to the Department “Building Tall” The Union League Communications of Public Works alternatives, recommendations for priority improvements, presentation of findings to Club, Philadelphia, PA, 2011. sponsorship representatives “The World Trade Center Master Planning Project” The Union League Benson Table, Philadelphia, PA, 2004. © 2016 DPZ Partners, LLC 17 SUB-CONSULTANT: HFA - JENNIFER HURLEY

1500 Walnut Street, Suite 2000 Jennifer HURLEY, AICP, CNU-A, PP Philadelphia, Pennsylvania 19102 [email protected] President & CEO http://www.hfadesign.com Jennifer facilitates constructive public involvement 215-988-9440 x 17 in planning and development issues. Jennifer HURLEY, AICP, CNU-A, PP BACKGROUND President & CEO EDUCATION Ranson Form-Based Code and PROFESSIONAL DEVELOPMENT Comprehensive Plan Fielding Graduate University, Human and New Jersey Planning Law, Bloustein Online Ranson, WV. 2011 - 2012 Organizational Systems, PhD Student, 2012 - Continuing Education Program, Edward J. Bloustein present public meeting outreach, form-based School of Planning and Public Policy, Rutgers, the zoning, form-based code administration, State University of New Jersey, 2009. University of North Carolina at Chapel Hill, Chapel process mapping, charrette logistics Hill, NC. Master of Regional Planning, 1998, Form-Based Codes Institute, 2006. Completed two Concentration in Economic Development Plan for the Central Delaware of three required courses to complete the Form- Based Codes Certificate. Bryn Mawr College, Bryn Mawr, PA. Bachelor of Philadelphia, PA. 2010 - 2011 Arts in Anthropology, 1993 stakeholder analysis, focus groups, Charrette Planner Certification, National Charrette neighborhood workshops, large public Institute, 2005. Completed training to become a AWARDS forums, outreach program design Certified Charrette Planner™. Fellow, Knight Program in Community Building, Mt. Holly Form-Based Code Hansard Society e-Democracy Coordinators University of Miami School of Architecture, Miami, Mt. Holly, NJ. 2009 - 2010 Moderation Training Course, 2003. FL, 2001 (Inter-disciplinary mid-career fellowship in public meeting outreach, stakeholder ACADEMIC TEACHING EXPERIENCE community building and urban design) interviews, image dialogue facilitation, downtown revitalization, form-based zoning Techniques of the City: New Urbanism and Its Discontents, City 365 Fitchburg SmartCode Bryn Mawr College, Spring 2014, Spring 2016 Fitchburg, WI. 2009 - 2010 Selected Project charrette facilitation, image dialogue Urban Culture & S0ciety, City 185 visioning, stakeholder interviews, regional Bryn Mawr College, Fall 2014 EXPERIENCE Sector Plan, form-based code administration Introduction to Planning, City 180 New Castle County SmartCode Bryn Mawr College, Spring 2009 Technical Assistance for Brownfields New Castle County, DE. 2009 Topics in Planning: Placemaking and Citizen Consultant, New Jersey Institute of form-based code, synoptic survey, transect Participation, City 185 Technology zone calibration, stakeholder interviews Bryn Mawr College, Spring 2007 Newark, NJ. 2012-Present City of Philadelphia Zoning Analysis land use planning, visioning, public PUBLICATIONS Philadelphia, PA. 2008 - 2009 involvement, workshop design and Hurley, Jennifer. 2003. “The Public Process and zoning code re-write assistance, form-based facilitation, project outreach and New Urbanism,” Research Report for the Knight coding communications, brownfields Program in Community Building, University of Mobility and Community Form Through Miami School of Architecture. Sports Complex Special Services District Form-Based Codes Philadelphia, PA. 2004 - Present New Jersey. 2008 SPEAKING ENGAGEMENTS project management, program workshop design, training, presentation, development, community event planning, Form-Based Code Guidebook: An Operator’s workshop facilitation Manual for New Jersey Planners, Administrators newsletter, GIS mapping, Autocall system, and Board,” Design on the Delaware, AIA census data analysis, survey development Long Beach Comprehensive Plan, Zoning Philadelphia, Philadelphia, PA, 2014. and analysis, tree planting program, Code, and Subdivision Regulations community center feasibility study Long Beach, MI. 2008 “Nuts and Bolts of Form-Based Codes,” CNU New York, Chatauqua, NY, 2012. comprehensive plan, existing conditions Spruce Hill Neighborhood Plan analysis, zoning and subdivision re-write, “Implementing Form-Based Zoning in Pennsylvania, Philadelphia, PA. 2012-2013 form-based code. New Jersey, and Delaware,” Design on the neighborhood planning, public Delaware, Philadelphia, PA, 2012. involvement, project outreach and Hutto Form-Based Code Charrette communications, stakeholder analysis, Hutto, TX. 2008 “SmartCode Administration,” New Partners for visioning, action planning, steering Smart Grown, 2011; SmartCode @ Work, 2010; charrette facilitation, image dialogue Smarter Codes, Smarter Growth, 2010; SmartCode committee support visioning, transect zone calibration and Workshop, 2009 - 2010. mapping

18 Township of Lower Merion RFP - Planning and Code Analysis Services SUB-CONSULTANT: NORMAN GARRICK

Engineer Norman Garrick is a civil engineer with a Ph.D from Purdue University. A Fellow of The Congress for the New Urbanism, he is one of the most respected civil engineers in the country when it comes to studying transportation in a TND urban planning context. Over the past 20+ years he has been an associate professor at the University of Connecticut and has guest lectured at universities in Switzerland, England, and Jamaica. He is the founding director of the UConn Cen- ter for Transportation and Urban planning. Norman also has several book publications, journal articles, and has participated on numerous transportation planning pannels across the world. He also has experience on numerous planning charrettes, including several with DPZ Partners for various medical campuses and form based codes.

Selected Projects: West Town Charrette, October 2015, Chicago, IL (with DPZ Partners) National Committee on Healthy Cities for US Dept Housing and Urban Development, 2013-2014 Los Angeles County Model Street Design Charrette, March 2011, Los Angeles, CA Richmond, Virginia, East End Charrette, June 2010, Richmond, VA (with DPZ Partners) Highways and Health in Montreal, Quebec Ministry of Health, Montreal, Quebec, Canada, 2009 Rose Town Implementation Planning, Jamaica, September 2007 (with Prince of Wales Foundation) Ashley- Cooper Transportation Workshop, Charleston/N. Charleston, SC, March 2007 Newburgh Waterfront Charrette, Newburgh, N Y, 2007 (for Leyland Alliance with DPZ Partners) Storrs Center Design, Storrs, CT (held in Pittsburgh, PA), August 2006 Rose Town Charrette, Jamaica, July 2006 (with Prince of Wales Foundation and DPZ Partners) Norfolk Transportation Planning, Norfolk, VA, June 2006 Pacifica Charrette, Pacifica, California, May 2006 (with DPZ Partners) St. Bernard Parish Plan, St. Bernard Parish, LA, 2006 (for Louisiana Recovery Authority/DPZ Partners) Vermilion Parish Plan, Vermilion Parish, LA, 2006 (for Louisiana Recovery Authority/DPZ Partners)

Professional Experience: 1994- Present: Associate Professor, University of Connecticut 2011- 2012: Visiting Professor, Swiss Federal Institute of Technology, Zürich, Switzerland 2006- 2010 Founding Director, Center for Transportation and Urban Planning at The University of Con- necticut 2004 Fulbright Scholar, University of the West Indies, Jamaica 2004 Visiting Researcher, University of California, Davis 1999- 2001 Director, Connecticut Transportation Institute, University of Connecticut 1996 Visiting Researcher, Cambridge University, UK 1990- 1994 Assistant Professor, University of Connecticut 1986- 1990 Visiting Assistant Professor, University of Connecticut 1979- 1981 Site Engineer, N.C. Smith Inc., Jamaica

Academic: Ph.D. 1986 Purdue University M.S.C.E. 1983 Purdue University B.S.C.E. 1978 University of the West Indies, Trinidad

Affiliations and Service: Fellow, Congress for the New Urbanism, Class of 2016 CNU Charter Award, Richmond (VA) East End Master Plan, 2016 Institute for Transportation Engineer, Connecticut Chapter, Transportation Leadership Award, 2015. Resource Team Member, Mayor’s Institute for Design, October 2015 and March 2013 State of Connecticut Greenways and Bike Trails, Outstanding Educator Award, 2010 Transportation Research Board Charley Wootan Award Outstanding Paper Policy/Organization, 2008 Board Member, Congress for the New Urbanism, 2007 to 2015 Trustee, Tri- State Transportation Campaign Klewin Excellence in Teaching Award, Dept. Civil and Environmental Engineering, UConn, 2007 & 2011 J. William Fulbright Fellow, 2004

Robert J. Gibbs, AICP, ASLA, CNU-A President, Gibbs Planning Group, Inc.

Email: [email protected]

Robert Gibbs is considered one of the foremost urban retail planners in America. For more than two decades, his expertise has been sought by some of the most respected mayors, renowned architects, and successful real-estate developers in the country. Profiled in The New York Times, The Wall Street Journal, and Urban Land, Gibbs has, writes The Atlantic Monthly, Ò a commercial sensibility unlike anything possessed by the urban planners who usually design downtown-renewal efforts.Ó He is also a recognized leader in the New Urbanism, having pioneered the implementation of its environmentally Representative sustainable principles of Traditional Town Planning and Smart Growth. Clients

Alexandria, Virginia Atlanta, Georgia For the past 25 years, Gibbs has been active in developing innovative yet practical Carlisle, Pennsylvania methods for applying modern trends in commercial development to more than 400 Charleston, South Carolina town centers and historic cities here and abroad. He also planned MichiganÕ s first ten Chicago, Illinois New Urban communities and Form Based Codes. A speaker at the First Congress of Dearborn, Michigan the New Urbanism in 1992 and eight subsequent CNUs, Gibbs lectures frequently Denver, Colorado throughout the country. He is the author of Principles of Urban Retail Planning and Fresno, California Development and the Retail Module of the SmartCode, and has contributed articles to Grand Rapids, Michigan Houston, Texas numerous books and publications. For the past 20 years, he has taught Ò Urban Retail Marquette, Michigan PlanningÓ in the Executive Education Program at the Harvard Graduate School of Memphis, Tennessee Design. In 2012, Gibbs was honored by the Clinton Presidential Library for his lifeÕ s Naples, Florida contributions to urban planning and development, and by the City of Auckland, New Norwalk, Connecticut Zealand for his planning innovations. Palm Beach, Florida Portland, Oregon Before Gibbs founded GPG in 1988, he gained invaluable expertise in retail planning Santa Cruz, California by advising shopping center developers on the psychology of commerceÑ the Sarasota, Florida practical science of analyzing and adjusting all elements known to affect a shopper's Seattle, Washington mood in the marketplace. From this experience, Gibbs distilled the fundamental retail Southampton, New York S. Fort Wayne, Indiana and merchandising principles for reviving retail in moribund downtowns and for instilling successful commerce in new ones. State of Florida State of Oregon Gibbs serves as GPGÕ s president, supervising all operations, planning, and research.

Kentlands, Maryland Education The Glen, Illinois University of Michigan - Ann Arbor Rosemary Beach, Florida Master of Landscape Architecture Seaside, Florida Oakland University, Auburn Hills, Michigan Bachelor of Arts in History Brown University

Johns Hopkins University Professional Associations Relevant Training University of Michigan Ohio State University American Institute of Certified Planners NCI Charrette System University of Pennsylvania American Planning Association Form-Based Code Institute American Society of Landscape Architects MI Place Initiative, AECOM Congress for the New Urbanism, Charter Member Train the Trainers Duany Plater-Zyberk & Co. CNU-Michigan, Board Member Fantasy Springs Resort Form Based Code Institute, Board Member & Casino Michigan ASLA General Motors Company Urban Land Institute Moule & Polyzoides Rock Ventures, Inc. Prior Experience Simon Property Group JJR/SmithGroup Taubman Centers, Inc. The Walt Disney Company Taubman Centers

240 Martin Street · Birmingham, Michigan · 49770 · Tel. 248-642-4800 · www.gibbsplanning.com

20 Township of Lower Merion RFP - Planning and Code Analysis Services ADVISOR - GALINA TACHIEVA

Advisor: Infill and Suburban Retrofit Galina Tachieva is a planner, urban designer and architectural designer with more than twenty years experience in sustainable urbanism, urban redevelopment, sprawl repair, and form-based codes. She is the author of the award-winning Sprawl Repair Manual (Island Press) and the Smart- Code Sprawl Repair Module.

Multi-lingual, Tachieva has experience with projects across the United States, Latin America, the Caribbean, Europe and Russia, including regional plans, environmental conservation, new communities, resort towns, downtowns and urban infill, and commercial, retail, institutional and residential buildings. Managing complex projects and teams, she has led charrettes and other public processes, from project initiation through implementation. She led the Reinvent Phoenix TOD Code in 2013.

Tachieva maintains an active civic engagement. A Fellow of the Congress for the New Urbanism (CNU), she has been leading its national Sprawl Retrofit Initiative. She is a founding member of the Council for European Urbanism (CEU), and she has lectured throughout the world. She has been a visiting lecturer and design critic at Harvard University, the Federal University of the State of Rio de Janeiro (UNIRIO), and at the University of Miami.

Galina is currently the Managing Parter at DPZ and will serve as an internal advisor for infill and suburban retrofit.

Selected Projects: Syosset Park Town Center Mall Pre-Retrofit, Town of Oyster Bay, New York Reinvent Phoenix TOD Master Plan and Walkable Urban Code, Phoenix, AZ Hendrix College, Campus Master Plan and Academic Village, Conway, AR Hertfordshire Regional Growth Plan, England Scottish Sustainable Communities Initiative, Regional Visioning, Scotland, UK Lifelong Communities Regional Plan, Atlanta Regional Commission, Atlanta, GA Schooner Bay, Resort Master Plan and Architectural Guidelines, Bahamas Midtown Bryant, Downtown Master Plan and Form-Based Code, Bryant, AR Uptown Dardenne Prairie, Inner City Retrofit and Form-Based Code, MO Alys Beach, Village Master Plan and Form-Based Code, Walton County, FL Downtown Kendall Master Plan, Miami, FL Wesmont Station, Transit Oriented Master Plan, Wood-Ridge, NJ Mashpee Commons Suburban Redevelopment Plan, Cape Cod, MA Downcity Providence, Downtown Redevelopment Plan, Providence, RI Plan Baton Rouge, Downtown Master Plan, Baton Rouge, LA Downtown West Palm Beach, Downtown Master Plan and Architectural Guidelines, FL

Academic: 2015 PlanSmart NJ Summit: Keynote Presentation 2004 Lecturer, Architectural Design III, University of Miami School of Architecture, FL 2003 Visiting faculty, Post-graduate Program, Federal University, Rio de Janeiro, Brazil 1993 Master of Architecture in Suburb and Town Design, University of Miami, FL 1989 Master of Science in Architecture, Univ. Architecture/Civil Engineering, Sofia, Bulgaria

Affiliations and Service: 2011-Present AICP 2004-Present USGBC LEED Accredited Professional 2004-Present Institute for Classical Architecture and Art (ICAA), Member 2004-Present American Planning Association (APA), Member 2003-Present Congress for European Urbanism (CEU), Founding Member 1993-Present Congress for New Urbanism, Fellow

Selected Publications: 2010 Sprawl Repair Manual (Island Press) 2015 Retrofitting Sprawl, contributing author 2003 The New Civic Art, contributor

EngineerAdvisor: Civil Engineering and Stormwater Paul Crabtree is a Civil Engineer who has focused his work on the integration of intelligent urban infrastructure with New Urbanism and Smart Growth Planning. Paul is the founder and president of the Crabtree Group, Inc. He has been a faculty instructor for the Form Based Codes Institute and a leader in the Congress for New Urbanism Rainwater Initiative, as well as an author and lecturer on sustainable infrastructure, from water to transportation. Paul is a founding member of the Transect Codes Council, and a contributing author of Sustainable and Resilient Cities (Wiley, 2011).

Selected Projects: SmartCodes and Sustainable Infrastructure Plans for several of the Galapagos Islands, Ecuador with Prince’s Foundation for Building Community (PFBC). Reference: Hank Dittmar [email protected] Restoration of Downtown Port-au-Prince, Haiti, with DPZ and PFBC; for Haitian Ministry. Restoration of Rosetown, Kingston Jamaica, with PFBC, for USAID and non-profit NGOs. New 500,000 population addition to the City of Mecca, KSA with DPZ, for Dhahiat Summou and City of Mecca PPP. Reference: Saleem Bukhari [email protected] New 50,000 population Masterplan addition to the City of Saratoga Springs, UT, with DPZ for PRI. Reference: Michael Hathorne [email protected] New 15,000 unit new town in Cebu, Philippines with DPZ and Aboitizland. Reference: [email protected] New 1,500 unit TNDs in Santee CA and San Luis Obispo County, CA with DPZ and HomeFed. Reference: [email protected] TOD planning for 5 LRT stations for ReInvent PHX. Reference: [email protected] Watershed Restoration Masterplan for City of Ventura. Reference: [email protected] Green Infrastructure for the NW Masterplan with Dover-Kohl and City of El Paso. Reference: [email protected]

Professional Experience: 1999 President - Crabtree Group, Inc., CO & CA 1996 Development Manager - Homestead Village Incorporated, Irvine, CA 1993 Senior Project Manager - Civil Land Consultants, Inc., Denver, CO 1989 Project Manager - Warner Engineering, Cathedral City, CA 1984 Owner's Representative - Golden Era Productions, Riverside County, CA 1978 Design Engineer - Hydro-Air Engineering (Now MITEK), St. Louis, MO

Academic: 1978 Bachelor of Science, Civil Engineering, Washington University in Saint Louis, MO 1976 Bachelor of Arts, Physics, Hamline University in Saint Paul, MN

Affiliations and Service: Registration as Professional Engineer (Civil) International Registry Certificate Registration as Professional Engineer (Civil) in CA, CO, UT, MA, NM, OK, WV and MN. Registered File with NCEES, for facilitated registration in all states and international. Member: American Society of Civil Engineers Member: Congress for the New Urbanism Graduate: SmartCode and SmartCode Pro, Form-Based Codes 301; and CNU 14 through 21 Certified NCI Charrette Planner and Manager Member: Local Government Commission Member: Geothermal Resources Council Served City of Ojai Planning Commission for 9 years Founding Member: Transect Codes Council

22 Township of Lower Merion RFP - Planning and Code Analysis Services ADVISOR - JOANNA LOMBARD

Advisor: Campuses and Healthcare Joanna Lombard is a licensed architect and Professor at the University of Miami School of Ar- chitecture, with a joint appointment in the Miller School of Medicine Department of Public Health Sciences. She is a member of the University of Miami Built Environment Behavior & Health Re- search group, with grants from the Robert Wood Johnson Foundation, National Institute of Mental Health, National Institute of Environmental Health Sciences, the National Institute on Aging, and the U.S. Department of Housing & Urban Development. She has studied built environment impacts on health and well-being with results published in peer-reviewed journals, most recently in the July 2016 American Journal of Preventive Medicine on the impacts of neighborhood greenness and chronic disease. The group also worked with the Florida Department of Health to develop a user-friendly Walkability Criteria which Lombard presented to numerous civic and governmental groups, including the Florida Governor’s Council on Physical Fitness. A recipient of the Harvard University Graduate School of Design Arthur Wheelwright Traveling Fellowship, she studied the relationships of American landscapes to European precedents, developing a foundation of work on historic landscapes that led to future studies on planning and design for health and wellness. She engages in consulting on individual projects and design charrettes, most specifically focusing on the integration of architecture, landscape, climate, and context. With Rocco Ceo, she co-authored The Historic Landscapes of Florida (Deering Foundation, 2001) and with Beth Dunlop and Steven Brooke, Great Houses of Florida (Rizzoli, 2008), both of which received Florida Trust for Historic Preservation Awards (2002, 2011) for outstanding achievement in preservation education/media.

Related Projects Consultant, Knight Program in Community Building; Duluth Charrette, 2005, Memphis Charrette, 2006 Project Coordinator, University of Miami Miller School of Medicine Campus Charrette, DKP, 2007 Reynolds Crossing, Richmond, VA, 2006 (with DPZ Partners) St. Francis Medical Center, Chesterfield County, VA, 2009 (with DPZ Partners) St. Mary's Hospital, Richmond and Henrico County, VA, 2009 (with DPZ Partners) Memorial Regional Medical Center, Hanover County, VA, 2012 (with DPZ Partners) Bon Secours Health System and City of Richmond East End Charrette, 2010 (with DPZ Partners) Facilitator, Coconut Grove 2030 Community Visioning, 2014 Speaker, Facilitator, National Recreation and Parks Association Inaugural Innovation Lab, Miami, 2015 Consultant, Iroquois Memorial Hospital Community Visioning, Watseka IL 2015 Presence Health St. Mary Elizabeth Medical Center, West Town, IL, 2015 (with DPZ Partners) Presence Resurrection Medical Center, Chicago, IL, 2016 (with DPZ Partners)

Professional Experience: 2001-Present, Professor, University of Miami School of Architecture, Coral Gables, FL 1979-2000, Instructor, Assistant & Associate Professor, UMSoA, Coral Gables, FL

Academic: 1977 Master of Architecture, Harvard University Graduate School of Design, Cambridge, MA 1975 Bachelor of Architecture, Tulane University School of Architecture, New Orleans, LA

Affiliations and Service: 2016-Present Miami AIA Active Design Guidelines Advisory Board 2015-Present American Institute of Architects; AIA Design & Health Research Consortium 2015-Present Sea Level Rise Advisory Committee, Miami Foundation 2014-Present Coconut Grove 2030 Parks and Historic Preservation Committees 2012-Present Congress for the New Urbanism, Health District Initiative Advisory Group 2008 USGBC LEED Accredited Professional 1983-Present Licensed Architect, Florida, No. AR0009701

LEAD CONSULTANT - DPZ PARTNERS LLC

DPZ Partners - Bethel Center TOD/Form-Based Code Janice Chrzescijanek Town of Bethel (203) 794-2822 [email protected]

DPZ Partners - West Haven TOD/Form-Based Code Joseph Riccio City of West Haven (203) 937-3640 [email protected]

DPZ Partners - Reinvent Phoenix Katherine Coles City of Phoenix Planning & Development Department 200 W. Washington St., 3rd Fl. Phoenix, AZ 85003 (602) 256-5648 [email protected]

DPZ Partners - Syosset Park Gaylon Melton Senior Vice President of Design Design Group Manager Simon Property Group 225 W. Washington St. Indianapolis, IN 46204 (317) 263-7965 [email protected]

SUB-CONSULTANT - HFA SUB-CONSULTANT - GPG

HFA - Plan for the Central Delaware Gibbs Planning Group - Village of Southampton Mr. Tom Corcoran, Executive Director Mayor Mark Epley Delaware River Waterfront Corporation (DRWC) Village of Southampton 121 N. Columbus Boulevard 23 Main Street Philadelphia, PA 19106 Southampton, New York 11968 (215) 629-3200 (631) 283-0247 x.222 [email protected] [email protected]

24 Township of Lower Merion RFP - Planning and Code Analysis Services SELECTED PROJECTS

The DPZ projects on the following pages have been selected The primary relevant projects by DPZ Partners included for their relevance to the proposed planning and coding herein comprise the following: scope envisioned for Lower Merion Township, as they are • Miami 21 - New City-Wide Form-Based Zoning Code consistent with the goals of traditional pedestrian-oriented • Reinvent Phoenix - TOD Study and Form-Based Code placemaking; sensitive, sustainable development; respon- • Downtown Bethel, CT TOD/Form-Based Code sible economic growth; and integration/coordination with • West Haven, CT TOD/Form-Based Code the local municipal framework, via a form-based framework, • Charleston, SC Board of Architects Review (BAR) specifically, using the Urban-to-Rural Transect. Most of the Historic Process projects that follow employ the Transect as the chassis for • Roswell, GA Historic Gateway Corridor Plan coding, a tool that may be utilized to ensure the preserva- • Presence Sts. Elizabeth & Mary Medical Center Chi- tion of the historic natural open spaces and small residential cago, IL Master Development Plan neighborhoods of Lower Merion Township while allowing for • Hendrix College Campus Master Plan and Campus the proper growth of important mixed-use corridors. Village Center • Syosset Park, Long Island, NY Mixed-use Brownfield In addition to these coding projects, DPZ has completed Redevelopment numerous successful institutional campus, healthcare, • Kentlands/Lakelands, Gaithersburg, MD and infill/redevelopment plans and codes. These typically smaller projects serve as further detailed examples of DPZ's Also included are similar/relevant projects completed by experience with many of the critical components listed in the sub-consultants HFA and Gibbs Planning Group: RFP's scope of work. • HFA - Mt. Holly, NJ Form-Based Code • HFA - Plan for the Central Delaware The most applicable projects to the Lower Merion Township • HFA - Form-Based Code Training at The College of RFP are listed to the right, with additional information and New Jersey images on the following pages. More information about • HFA - Spruce Hill Neighborhood Plan and Outreach DPZ publications and initiatives can be found in Section • GPG - University of Pennsylvania Campus Edge Study A.5: Additional Data. • GPG - Village of Southampton, Long Island, NY DPZ BUILT PROJECTS• GPG - Carlisle, PA Brownfield Infill and Retail Study DPZDPZ BUILT BUILT PROJECTS• PROJECTSGPG - Downtown Dover, NH Retail Study

ROSEMARY BEACH, FL ROSEMARYROSEMARY BEACH, FLBEACH, FL

LEGACY TOWN CENTER, TX LEGACY TOWNLEGACY CENTER, TOWN CENTER,TX TX

VICKERYVICKERY VICKERYVILLAGE, VILLAGE, VILLAGE, GA GA GA

SEASIDE,SEASIDE, SEASIDE,FL FL FL

WESTWEST PALMWEST PALM BEACH PALMBEACH DOWNTOWN BEACH DOWNTOWN DOWNTOWN CODE, CODE, FL CODE, FL FLNEW NEW TOWNNEW TOWN ST. TOWN CHARLES, ST. CHARLES, ST. CHARLES, MO MO MO HABERSHAM,HABERSHAM,HABERSHAM, BEAUFORT, BEAUFORT, BEAUFORT, SC SC SC

© 2016 DPZ Partners, LLC OYSTEROYSTEROYSTER BAY BAY DEVELOPMENT BAY DEVELOPMENT DEVELOPMENT LLC LLC LLC PARTNERS25 PARTNERSPARTNERS EXPERIENCE - DPZ PARTNERS MIAMI 21 Location: Miami, Florida Type: Zoning Code Year Design: 2010 Status: Completed and Approved in 2010 Size: 55 Square Miles Client: City of Miami

Miami 21 is a form-based zoning code that replaced Miami's FAR and land use-based regulations. Using the Transect and the SmartCode as its basis, the new code focuses on the control of building to assure pedestrian-oriented public space, and provide physical predictability for developers and residents alike. Multiple use and density types are consolidated, and the translation from FAR to FLR (floor lot ratio, that includes parking) simplifies building capacity measure and reduces parking. A public benefits program encourages the provision of affordable housing, public open space and historic preservation.

Awards: 2011 APA National Planning Excellence Award for Best Practice 2010 Driehaus Form-Based Code Award Miami 21 Zoning Atlas Paul Crawford Distinction for a Ground-Breaking Code APA FL 2010 Award of Excellence, Best Practices Category

BEFORE AFTER

The photo and rendering above show how clean streetscapes can be created with public improvements such as wide sidewalks, parallel parking, and landscaping. Building frontages are also an essential component in the creation of a pedestrian-oriented streetscape.

The above photos show two storefront types that were built under Miami21. The new code ensured that these buildings have pedestrian friendly frontages that contribute to the streetscape of the surrounding neighborhood. Miami21 achieves these results by basing zoning less on land use and more on the physical form. The previous code left scars of hostile environments for pedestrians and non-motorized vehicles, as it catered to the car-dependent culture. Miami21 encourages human-scaled development. Recent construction across the city hugs the sidewalk, conceals parking, and fosters livability for neighborhoods through proper placement of everyday conveniences.

26 Township of Lower Merion RFP - Planning and Code Analysis Services EXPERIENCE - DPZ PARTNERS REINVENT PHOENIX Location: Phoenix, Arizona Type: Zoning Code, Infill Transit-Oriented Development Year Design: 2013 Status: Adopted Size: 11 Square Miles Client: City of Phoenix Planning & Development

Reinvent Phoenix represents a new vision for a more livable and equitable Illustration from Reinvent Phoenix Code development future in the five TOD districts along the existing Metro light rail corridor. The effort is funded by a U.S. Department of Housing and Urban Development Community Challenge Grant from the Office of Sustainable Housing and Communities. DPZ completed the design, coding and implementation plan for Reinvent Phoenix during a series of three charrettes, where the design team worked closely with local steering committees, the public, the City of Phoenix Planning and Development Department and other departments, agencies and organizations, as well as the City’s partners, Arizona State University (ASU) and St. Luke’s Health Initiative. As the prime consultants, DPZ led a large team of sub-consultants with national and local resources and talent, in the areas of coding, civil and traffic engineering, community development, sustainability, marketing and neighborhood outreach, retail development, and local academic research. Mapping stops along an existing light rail line as cata- lysts for potential future development

BEFORE AFTER

The photo and rendering above show a main thoroughfare with the addition of light rail and numerous streetscape improvements, including on-street parking, planted medians, a protected bike lane, storefront improvements, and wider sidewalks with seating areas. Below are experpts from the new code.

© 2016 DPZ Partners, LLC 27 EXPERIENCE - DPZ PARTNERS BETHEL CENTER TOD PLAN AND FORM-BASED CODE Location: Bethel, Connecticut Type: Infill, TOD, Form-Based Code Date: 2013 Status: In Progress Size: 260 Acres Client: Town of Bethel

The Town of Bethel was awarded a state grant and local affordable housing trust grant to prepare a Bethel Center Transit Oriented Development Plan as a result of their recently relocated train station. At 260 acres, the study area also included downtown Bethel’s historic district along Greenwood Avenue. A major focus of the study was density for development: determining the proper uses and densities in and around the new train station, and its transitions to residential areas, which is an important piece of the new Lower Merion code. The result was a master plan for the TOD area, with sup- porting revised zoning regulations, which reflect the publics interest, the historic evolution of the town, and the prosperity and appeal that comes from walkable, complete neighborhoods with charming and affordable small lot buildings that attract both young and old, while generating significantly more tax revenue for the town, thereby relieving tax pres- sures on all properties outside the study area.

WEST HAVEN TOD AND FORM-BASED CODE Location: West Haven, Connecticut Type: TOD Plan/Zonnig Code Year Design: 2014 Status: Under Permitting Size: 130 acres Client: City of West Haven

In the summer of 2013, the City of West Haven opened the state-of-the-art West Haven passenger station. Working with the momentum of the new station and with great support of the state government, the City of West Haven identified 130 acres for a Transit-Oriented Development vision plan as well as an updated code to ease its implementation. Short Term Plan The DPZ team looked at three levels of intervention, consider- ing underlying land ownership carefully: a lean vision, with infill and other minimal intervention strategies; a short-term vision, which includes smaller incremental development; and a longer-term vision with redevelopment that can accommodate significant population growth. All three plans prioritize retrofit and adaptive re-use; preserve a combination of housing, commercial and light industrial uses; identify specific parcels in need of sprawl repair; suggest street modifications that accommodate all modes of circulation; and look to the larger urban area, connecting the TOD area to West Haven’s historic Main Street. Less than six months from the vision charrette, the project is Long Term Plan moving towards implementation, inspiring other cities along the Connecticut rail lines to follow suit.

28 Township of Lower Merion RFP - Planning and Code Analysis Services EXPERIENCE - DPZ PARTNERS CHARLESTON BOARD OF ARCHITECTS REVIEW HISTORIC PROCESS

Location: Charleston, South Carolina 1A. Best Practice: 2A. Acceptable Practice: Type: Zonnig Code Charleston Charleston Loft Single House Year Design: 2015 Status: Completed and Adopted Size: 4 square miles Client: Charleston Department of Planning, Preservation & Sustainability

DPZ Partners was contracted to advise the City of 1B. Best Practice: 2B. Acceptable Practice: Charleston on their lackluster results from the Board of Charleston Liner Pavilions Shopfront Architectural Review (BAR). Specifically, the assign- ment was to assess the design review process for new buildings within the Historic District. DPZ Partners gave a comprehensive assessment of the current BAR, involving: an examination of buildings pre- viously approved by the BAR; interview with applicants who have experience before the BAR; observation at 1C. Best Practice: 2C. Discouraged Practice: Large Sideyard Long Liner a BAR review. Building DPZ Partners recommended changes for improving the following: city policies, guidelines and ordinances pertaining to architecture in the City’s historic districts, the Staff and BAR review processes.

ROSWELL, GEORGIA HISTORIC GATEWAY COORIDOR STUDY Location: Roswell, Georgia Type: Infill/Cooridor Plan/Form-Based Code Year Design: 2012 Status: Planned Size: Varies Client: Placemakers/Roswell, GA Conditions along the corridor have become unsafe and unwelcoming for pedestrians and motorists alike. Interest- ingly, very few of the parcels in the entire Gateway Corridor are vacant, and most all of those that are vacant front Atlanta Street, the major and most public thoroughfare. This corridor serves as Roswell’s face to the region. The Master Plan is intended to consolidate and coordinate a collection of studies completed in recent years, and guide implementation efforts with urban and architectural standards to enhance the character of redevelopment and infill projects. In conjunction with the Historic Gateway transportation improvements currently being studied, the Master Plan pro- motes sensitive redevelopment with a wide variety of housing options, commercial, retail, civic and employment opportunities. Sensitive design lowers speeds, encourages alternative modes of transportation, and improves pedestrian safety. The Master Plan re-establishes a context for the Gateway area as a vibrant multi-modal center of heritage, culture, business and neighborhood life that is friendly to commuters, visitors, and residents alike.

© 2016 DPZ Partners, LLC 29 EXPERIENCE - DPZ PARTNERS PRESENCE ST. MARY ELIZABETH MEDICAL CENTER MASTER DEVELOPMENT PLAN Location: West Town, Chicago, Illinois Type: Infill/Medical Campus Year Design: 2015 Status: In Progress/Planned Size: Varies Client: Presence Health System Presence Health system's two West Town hospital campuses are an important and focal component of the West Town communities. Located within four miles of Downtown Chicago and adjacent to Humboldt Park, these neighborhoods have long been home of immigrants and ethnic sections of Chicago's diverse population. They are now under the influence of gentrification, moving west from Downtown Chicago. This Strategic Visioning for Presence Saints Mary and Elizabeth Medical Center is a consolidation of two Hospitals at the Crossroads of this Diverse community.

HENDRIX COLLEGE CAMPUS MASTER PLAN AND CAMPUS VILLAGE CENTER Location: Conway, Arkansas Type: Campus Master Plan/Campus Village Year Design: 2006 Status: Under Construction Size: 500 acres; Village Center 20 acres Client: High Street Development In 1995, DPZ designed a master plan for Hendrix College, focusing primarily on the restoration and improvement of the school’s original pattern of quadrangles and courtyards, portions of which date back to the 1890s. The most significant proposal from the client was the creation of a “college town” on 129 acres to the east of Harkrider Street. With a vibrant, pedestrian-friendly town attached to the campus, Hendrix will be able to offer a more complete and varied college experience to a wider pool of prospective students and faculty members. Outside of the immediate Hendrix community, the town could draw summer conventions, which could share facilities with the College when classes are not in session, and senior citizens who are seeking a walkable environment and intellectual stimulation in their retirement years. The town center will contain: a grocery store with parking hidden behind liner buildings; a cinema, which can double as a theater and lecture rooms; a hotel, which can serve as student housing during the academic year; the College’s wellness center; a bookstore; and a coffeehouse. The town will feature a mix of housing types, including live-work units, apartments over shops, townhouses, and larger single-family homes on wooded lots. Squares and greens are distributed throughout the site, and a location is suggested for a future elementary school.

30 Township of Lower Merion RFP - Planning and Code Analysis Services EXPERIENCE - DPZ PARTNERS SYOSSET PARK Location: Syosset, Long Island, New York Type: Brownfield Redevelopment, Infill, Town Center Year Design: 2014-2016 Status: Pre-development Size: 90 Acres Client: Simon Property Group/ Oyster Bay Development Co.

As the largest publicly traded retail real estate operating company in North America, Simon Property Group has an excellent track record of successful mall developments. However, the community of Syosset, Long Island, rejected plans for a traditional mall and demanded a more walkable, neighborhood-focused development. Syosset Park is a true mixed-use development that includes approximately 450,000 square feet of retail/commercial space, two boutique hotels, a movie theater, office space, and nearly 600 residential units set within a village atmosphere with a central plaza and iconic tower. In addition, the project incorporates a former brownfield site which is to be transformed into a 30-acre "Great Park" that will serve the entire community. When completed, the development will offer the community of Syosset a lifestyle option that is currently missing: the ability to live, work, and play within a walkable environment.

KENTLANDS/LAKELANDS Location: Gaithersburg, Maryland As one of the first new urbanist developments, Kentlands - trans Type: Villages and Towns/Form-Based Code formed the development practices of Gaithersburg, MD and beyond. Year Design: 1988 It boasts an active pedestrian-oriented mixed-use town center (a Status: Built former commercial strip center), scores of shops and restaurants, Size: 352 Acres farmers market, cinema, grocery stores, several civic institutions and Client: Joseph Alfandre, Town Founder a diverse mixture of people at all stages of life. Today, these neighborhoods are the urban center for the surrounding suburban region. Among the many assets of the project is the preservation and transformation of the existing structures, large trees and wetlands into amenities the community can share and preserve for the use of future generations. While much of the existing site was agricultural land, the Old Farm neighborhood (including the farmstead, barn and outbuildings) have all been integrated into the town. This preservation and reuse strategy is not only a sustainable design practice, but also a unique way of connecting residents with the history of the place in which they live. There are also several lakes in Kentlands that are preserved in their original state or expanded to manage stormwater run-off and non- point source pollution. The lakes participate in a larger greenway network that meanders between adjacent developments, providing residents recreational opportunities and connection to the areas natural ecology. As one of the most mature and complete examples of the first genera- tion of new urbanism, Kentlands uses highly effective environmental and urban design techniques to prove the viability of sustainable urban growth in the larger region. DPZ continues to be involved, serving as the Town Architect and as the location for its DC office.

MT. HOLLY FORM-BASED CODE Location: Mt. Holly, New Jersey Type: Form-Based Code Year Design: 2010-2012 Status: Adopted Size: 3 square miles Client: Group Melvin Design for Mt. Holly Twp. HFA worked with Group Melvin Design to develop a form-based code for the town of Mt.Holly, New Jersey. The form-based code guides development to protect and enhance the existing character of various neighborhoods in and around Mt. Holly’s historic downtown and shapes new development on under- utilized sites to support new economic development. Because of the combination of small-scale historic development and large parcels available for redevelopment, a key challenge for the project was coordinating the circulation and street design plan with the vision for the character of the community. HFA guided the public outreach and involvement for the project and provided form-based code expertise to assist in the development of the code. The approach to public involvement included an intense oneday session of individual and small-group stakeholder interviews, an urban design walking tour with key stakeholders, and a vision workshop that incorporates a small group image preference dialogue, an image preference survey, and map-based discussions about zone boundaries.

PLAN FOR THE CENTRAL DELAWARE: TRANSFORMING PHILADELPHIA'S WATERFRONT Location: Philadelphia, Pennsylvania Beginning in 2009, the Delaware River Waterfront Corpora- Type: Cooridor Study. Public Outreach tion (DRWC) completed a master planning effort for over Year Design: 2009-2011 six miles of Philadelphia’s central Delaware River waterfront Status: Planned between Allegheny and Oregon Avenues. HFA managed Size: Varies the public outreach and involvement effort as a subcon- Client: Delaware River Waterfront Corporation sultant on the Cooper, Robertson & Partners Project Team. In collaboration with the DRWC’s project manager, as well as the Pennsylvania Horticultural Society (PHS), HFA completed stakeholder interviews, conducted several focus group meetings to secure input from specific stakeholder groups, designed and facilitated neighborhood workshops, and assisted with the planning of three large-scale, citywide public meetings that presented updates about the Master Plan’s objectives, findings, and recommendations. The variety of engagement opportunities targeted to different audiences promoted participation across a broad spectrum. Structured, interactive workshops supported detailed constructive input by neighborhood residents. A series of focus groups allowed DRWC to address issues and concerns of specific stakeholder groups. The final full report was released on October 28, 2011 and endorsed by the DRWC Board. On March 6, 2012, the Philadelphia City Planning Commission (PCPC) unanimously adopted the Master Plan for the Central Delaware Waterfront in its entirety. The Plan for the Central Delaware was awarded the 2012 Institutional Honor Award for Regional and Urban Design by the American Institute of Architects. 32 Township of Lower Merion RFP - Planning and Code Analysis Services Form-Based Code Training

The Municipal Land Use Center at The College of New Jersey (MLUC) wanted to promote Client: the use of form-based zoning and subdivision codes (FBCs) as one tool to implement the New Jersey Department of Transportation’s Mobility and Community Form program. MLUC Municipal Land Use Center at The College turned to HFA to design and facilitate an interactive, educational workshop format that: of New Jersey (MLUC) • Raised the level of awareness regarding the connection between transportation Location: and land use; Ewing, NJ • Articulated the value of form-based codes as a tool to shape a high quality public realm that supports a full range of community activities; and HFA Services: • Introduced the concept of a Mobility and Community Form Element, one municipal plan element that can replace both the land use and circulation elements training in the municipal Master Plan. facilitation The workshops were the first step in a larger program that included grants to municipalities presentations to develop form-based codes. The audience, including municipal town managers, community activists, and planners, had a wide range of experience with form-based codes: some workshop design participants had never heard the term before, while others had already developed their own form-based code codes. In addition to accommodating the wide range of experience, the workshops were designed to promote action and encourage participants to apply for the FBC grants, and the workshop agenda included both educational presentations and small group discussion and activities. EXPERIENCE - HURLEY FRANKS ASSOCIATES

FORM-BASED CODE TRAINING Location: The College of New Jersey, Ewing, New Jersey Tackling the Type: Public Outreach, Code Training Transportation-Land Use Connection: Form-Based Codes and the Mobility and Year Design: 2008 Community Form Element! Client: Municipal Land Use Center at TCNJ

The Municipal Land Use Center at The College of New Jersey (MLUC) wanted to promote the use of form-based zoning and subdivision codes (FBCs) as one tool to implement the New Jersey Department of Transportation’s Mobil-

ity and Community Form program. MLUC turned to HFA to September 2008 design and facilitate an interactive, educational workshop © HURLEY~FRANKS & ASSOCIATES ASSOCIATES © HURLEY~FRANKS &

format that: NJDEP Presentation, on behalf of New Jersey Municipal Land Use Center September 2008 • Raised the level of awareness regarding the connection Sample Presentation Slide between transportation and land use; • Articulated the value of form-based codes as a tool to codes. The audience, including municipal town managers, shape a high quality public realm that supports a full 1500 Walnut Street, Suite 2000 • Philadelphia, PA 19102 community activists, and planners, had a wide range(p) 215-988-9440 of expe- • (f) 215-988-9441 • http://www.hfadesign.com range of community activities; and rience with form-based codes: some participants had never • Introduced the concept of a Mobility and Community heard the term before, while others had already developed Form Element, one municipal plan element that can their own codes. In addition to accommodating the wide replace both the land use and circulation elements in range of experience, the workshops were designed to pro- the municipal Master Plan. mote action and encourage participants to apply for the FBC The workshops were the first step in a larger program that grants, and the workshop agenda included both educational included grants to municipalities to develop form-based presentations and small group discussion and activities.

SPRUCE HILL NEIGHBORHOOD PLAN Location: Philadelphia, PA Type: Community Visioning Process Client: Spruce Hill Community Trust

The Spruce Hill Community Association (SHCA) is an active and diverse group of residents, students, business owners, and institutions committed to making the Spruce Hill neighborhood a great place to live and work. With the achievement of most of the goals outlined in the neighborhood’s 1995 plan, SHCA called on HFA to lead the community through a new visioning and planning process. SHCA’s goals were to achieve broad participation in the planning effort across Spruce Hill’s diverse community, develop a community vision and associated action steps for the next ten years of neighborhood improvement in Spruce Hill, and have Spruce Hill’s needs and positions adequately represented in the City’s University/Southwest District Plan. To achieve those goals, HFA developed and led a collaborative community planning process, which included a Stakeholder Brainstorming and Analysis process, Public Community Visioning Workshop, a creation of Community Vision and Placemaking Principles, and an Action Planning Workshop. This all culminated in the creation of a new Neighborhood Plan.

UNIVERSITY OF PENNSYLVANIA CAMPUS EDGE STUDY Location: University of Pennsylvania, Philadelphia, Pennsylvania Type: Campus/Retail Study Status: Adopted Size: Varies Client: University of Pennsylvania

In response to a decaying urban edge, the University of Pennsylvania adopted a policy to revitalize and expand into the 40th and Walnut Streets commercial area. Working with the University and The Community Builders, Inc., Gibbs Planning Group, Inc. (GPG) completed an extensive market and physical analysis of the urban area. GPG also developed a series of market-based development options and planning alternatives for expanded commercial and residential development into the 40th and Walnut Street corridors. As a result of GPG’s findings, the University created a joint venture with Trammell Crowe and other developers to build several major residential halls, a cinema, local grocery store, an hotel and a bookstore, and to add numerous new retailers.

VILLAGE OF SOUTHAMPTON, NEW YORK Location: Southampton, Long Island, New York Gibbs Planning Group, Inc. (GPG) was retained by Type: Downtown/Retail Study Southampton Village to conduct a retail market analysis Year Design: 2013 and a retail peer review. The Village is located in the Status: Planned Town of Southampton in Suffolk County, New York. Size: Varies Research indicated that in addition to 3,000 full time Client: Mark Epley, Mayor, Village of Southampton residents, tourists, students at nearby Stonybrook College, seasonal residents, and more than 17,000 employees contribute sizable expenditure in the primary trade area. GPG’s study found that the Village has the opportunity to significantly expand its retail and restaurant services to better serve its visitors, office workers, students, seasonal residents and surrounding community. The Village has an especially strong growth potential: GPG estimated that the presently supportable 109,100 sf of additional retail space could capture an additional $47.7 million of expenditure in 2012, growing to $50.1 million by 2017. GPG’s retail review found that the Village has a number of policy and planning options that could increase the sales of its existing retailers, while improving the long- term sustainability of its historical commercial district. To promote the Village’s commerce, GPG recommended modifications to parking policy, the construction of modern sanitary sewer, and the deployment of one to three commercial and civic anchors are recommended. GPG proposes that the community consider expanding the business mix to better serve a representative cross-section of its residents & visitors.

34 Township of Lower Merion RFP - Planning and Code Analysis Services EXPERIENCE - GIBBS PLANNING GROUP

DOWNTOWN DOVER, NEW HAMPSHIRE Location: Dover, New Hampshire Type: Downtown Revitalization, Infill, Retail Study Year Design: 2014 Status: Planned Size: Varies Client: The Cecil Group, Inc. GPG provided observations regarding existing issues associated with the current street, streetscape and circulation patterns relative to the economic and retail business environment, and made recommendations regarding beneficial improvements to be considered during the development of design alternatives. Dover’s 35-acre downtown includes an attractive selection of local and regional retailers, but lacks any popular regional or national retailers, limiting its overall performance and appeal to many demographic groups. GPG noted that while parking is generally adequate, the city should abolish its 15 minutes of on-street free parking, as it encourages shoppers to make abbreviated store visits and return to their cars as quickly as possible. It should also offer two free hours of free parking in decks and surface lots. GPG also found that the vehicular circulation downtown confuses shoppers and impedes access for surrounding residents because of the one-way alignment of Central and Main Streets, while the extraordinarily wide intersections at 3 key intersections limit walkabilty and cross-shopping between each of the four districts.

CARLISLE, PENNSYLVANIA BROWNFIELD INFILL STUDY Location: Carlisle, Pennsylvania Gibbs Planning Group (GPG) conducted market research Type: Brownfield, Infill, Retail Study, Office Study for retail, office, and residential uses for three former indus- Year Design: 2013 trial sites located north of the historic downtown area of Status: Planned Carlisle. The three sites total approximately 63 acres, and Size: Varies are surrounded by existing neighborhoods and the end of a Client: Borough of Carlisle commercial corridor. GPG’s retail study determined that the Carlisle trade area could support a wide variety of additional neighborhood- and community- scale retailers totaling 119,600 sf of new retail, with over $50.3 million in annual sales. Carlisle’s retail climate is supported by the Downtown Carlisle Association, a development entity focused on encouraging professional standards for retailers, expanding its trade area and draw- ing new consumers who will stay for longer shopping and entertainment visits. Special event planning draws thousands to the region each year, nearby Dickinson College students are an untapped market, and the downtown’s potential avail- ability of a large single site development could attract new retailers to the market. The five-year total office space demand for the Borough is 710,000 sf, based on an annualized employment growth rate of 0.73 percent. GPG adjusted for the stabilized vacancy factor and office space removed from the market because of obsolescence, and estimated total demand at 852,000 sf, with an additional 11,000 sf of local services office space supportable in the three subject sites by five years. These offices could include financial services, professional services, medical, governmental, real estate and local services. © 2016 DPZ Partners, LLC 35 PROJECT SCHEDULE/WORK PLAN

Table to be used in reference to the Scope of Services described on the following pages (exerpt from Work Plan on page 8). Project Schedule & Work Plan

Meetings and Presentations Consultant Input (Hours per Task) Year One Year Two TASKS

Phase1 Assessment and Analysis (Month 1 - 4) 6 mtgs. As needed 1 mtg. Hours Hours Hours Hours Phase 1

Task 1 Project Start-up 1 mtg. ✔️ 32 20 0 0

Task 2 Interactive Analysis of Project Background Materials 2 mtgs. ✔️ 68 100 40 15

Task 3 Draft Assessment and Analysis Findings 1 mtg. ✔️ 68 40 10 20

Task 4 Final Assessment and Analysis Findings 1 mtg. ✔️ 1 mtg. 66 40 8 15

Task 5 Revisions to the Project Schedule and Other adjustments 1 mtg. ✔️ 4 4 0 0

Phase 2 Drafting New Zonning Regulations (Month 5 - 18) 8 mtgs. As needed 2 mtgs. Hours Hours Hours Hours Phase 2

Task 6 Draft Zoning Ordinance Development 2 mtgs. ✔️ 300 100 0 8

Task 7 Draft Zoning Map Development 2 mtgs. ✔️ 200 70 8 2

Task 8 Testing of Sample Condition Types 1 mtg. ✔️ 20 80 40 8

Task 9 Revised Draft Ordinance and Map 1 mtg. ✔️ 1 mtg. 108 40 10 2

Task 10 Final Presentation 2 mtg. ✔️ 1 mtg. 16 8 0 4

Phase 3 Adoption Process (Month 19 - 24) 1 mtg. As needed TBD Hours Hours Hours Hours Phase 3

Task 11 Technical Support 1 mtg. ✔️ 20 40 10 10

Task 12 Presentation Aids and Graphics ✔️ 20 40 0 0

Task 13 Public Meetings ✔️ ✔️ 10 20 0 0

Phase 4 Implementation (Month 19 - 24) 1 mtg. As needed N/A Hours Hours Hours Hours Phase 4

Task 14 Training Sessions 1 mtg. ✔️ 10 45 0 0

Task 15 Guidebook and Handout 20 45 0 0

Project Management / Ongoing Tasks for all Phases

● Prepare support materials and graphics for meetings and public outreach

● Coordinate with Staff before meetings to determine roles and approach

● Follow up with Staff after meetings to clarify next steps

● Phone conversations, email communication, and briefings (as needed)

Notes

● Month One starts within 45 days after the notice to proceed

● Specific Deliverables are presented in Section A-4

36 Township of Lower Merion RFP - Planning and Code Analysis Services A.4 SCOPE OF SERVICES

This description of Services below corresponds with the Work Plan allocation of hours and the Project Schedule.

PHASE 1 – ASSESSMENT AND ANALYSIS Excerpts from the Miami 21 Code and Zoning Map for the City of Miami, FL (2009). EAST QUADRANT THE TRANSECT Task 1: A project Start–up meeting will be conducted to THE TRANSECT establish the process and procedures of the project; the Project Schedule of work, production, meetings and presentations; the Work Plan Services and Deliverables; and methods of communication of proposals and progress.

Meetings: 1 meeting with Work Group and Staff, other RURAL I I I I I I I I I I TRANSECT I I I I I I I I I I URBAN NATURAL TRANSECT ZONES URBAN TRANSECT ZONES DISTRICTS meetings with Staff as needed.

Task 2: An interactive Analysis of Project Back- ground Material will be undertaken to document the T1 NATURAL T2 RURAL T3 SUB-URBAN T4 GENERAL URBAN T5 URBAN CENTER T6 URBAN CORE D DISTRICT existing conditions, regulations and procedures; to ana- THE MIAMI TRANSECT

lyze and assess the same; to develop an outline of the RURAL lllllllllllllllllllllllllllllllllllll TRANSECT lllllllllllllllllllllllllllllllllllll URBAN T1 NATURAL PRESERVE T2 RURAL RESERVE T3 SUB-URBAN T4 GENERAL URBAN T5 URBAN CENTER T6 URBAN CORE D DISTRICT mission and goals of the new regulations; to develop an MIAMI

outline of the adjustments identified as desirable by the NOT EXISTING Comprehensive Plan; to develop the structure of new

GREATER MIAMI-DADE code as; and to review the relationship of the new zoning AREA code to other existing regulations.

The Natural Context includes all lands that are in pristine The Rural Context includes lands that are not appropriate The Suburban Context is similar to conventional subur- The General Urban Context is the place that starts co- The Urban Center Context is the equivalent of the Main The Urban Core Context only occurs in regional centers. District designations shall be assigned to sites and struc- condition and permanently protected from development for development, but that have not been permanently pro- ban residential areas except that they are within a pedes- alescing into an identifiable urban fabric. These areas are Street. There are often sometimes townhouses and there It has the tallest buildings, busiest pedestrian life, and tures that by virtue of their intrinsic function, disposition Deliverable: Successive Powerpoint presentations either by purchase or by environmental law. In Natural tected like the Natural Context. The Rural Context usually trian shed and always attached to other zones, and they within easy walking distance to a village or town center. is always a selection of apartments. The Urban Center most variety. It’s the place of one-of-a-kind functions like or configuration, cannot be incorporated into one of the Context the continuity of nature trumps roads and other includes agricultural and woods land. are thoroughly connected to a diverse community. The Houses, even rowhouses pull up close enough to the includes merchants, offices, live work-units and old folks city hall and cultural buildings. The Urban Core is where regular community types. man-made artifacts. The only buildings likely to be found Suburban Zone is most similar to a village or to outskirts street so that from a porch you can talk to a passerby. T4 who don’t want to drive around to get to all the necessi- urbanism trumps nature; it’s where the trees are lined up Typical Districts are entertainment and tourist districts, are farmhouses or campground structures. where lots and setbacks are larger, streets curve with the has a has wide parameters on what is allowed. It has the ties. in planters, and the river is contained in embankments. It college campuses, capitol districts, hospitals, large scale contour of the land. Streetlights and sidewalks are scarce messy vitality typical of American urbanism. While T3 is is the place that many willingly live in high density instead transportation or manufacturing facilities such as airports, and only on major roads. decisively suburban and T5 and T6 are uniformly urban, of sprawling out into the landscape. It is a most ecologi- container terminals, refineries and the like. Meetings: 2 Work Group and Staff meetings (one of T4 ranges to both. cal condition. these may include a tour of the Township and areas of Rural-to-UrbanEAST QUADRANT Transect of typical Miami conditions CORRIDORS critical concern), other meetings with Staff as needed. D UANY P LATER-ZYBERK & COMPANY THE CORRIDOR

0 1MILE Task 3: The Draft Assessment and Analysis comprises the draft documentation of the Interactive Analysis for public review. This includes a complete list of goals and critical concerns to address in the new regulations. Deliverable: Powerpoint, booklet, media communication materials Meetings: 1 Work Group and Staff meeting, other meetings with Staff as needed

Task 4: The Final Assessment and Analysis Findings incorporates all responses to prior presentations and to SUCCESSIONAL GROWTH: NORTH-SOUTH CORRIDOR the Draft Assessment and Analysis as a foundation for writing the new zoning code. In addition to the finalized draft documentation, this may also include an executive summary for a general audience.

SUCCESSIONAL GROWTH: EAST-WEST CORRIDOR Deliverable: Powerpoint, booklet, and electronically for web documentation or other media communication materials Meetings: 1 Work Group and Staff meeting, 1 Public Cooridor growth pattern studies of typical Miami conditions meeting to present the Findings and the intended process D UANY P LATER-ZYBERK & COMPANY

© 2016 DPZ Partners, LLC 37 SCOPE OF SERVICES of drafting the new regulations, 1 follow-up meeting with Work Group and Staff as needed New Zoning Code: Miami 21’s Transect-Based City Zoning Map Task 5: The revisions to Project Schedule and Other Adjustments comprise a review of intended processes following the work of this phase and the public response to the work, confirming or revising the work plan as needed Deliverable: Media communication materials as needed Meetings: 1 Work Group and Staff meeting

PHASE 2 – DRAFTING NEW ZONING REGULATIONS

Task 6: The Draft Zoning Ordinance Development task begins with a review of alternative regulatory schemes, and their advantages and disadvantages. This is followed by the determination of overall organization and specific techniques of the new regulations; the iden- tification of which portions of the existing code require changes in content or format, and whether any portions of the existing regulations are to be retained unchanged or with adjustments; an outline of document sections and content; followed by a draft of the text and graphics of Miami 21: Sample Zoning Page - Building Function: Uses the entire proposed zoning code. A draft Zoning Equiva- The Building Function table allocated over 40 uses lency Chart is initiated with this task to track proposals (consolidated from 360 uses in the old code). throughout the process, and to facilitate comparisons of differences and commonalities between existing and proposed as they evolve. Deliverable: Summary of alternative schemes, outline of code, draft of entire code with text and graphics and illustrative materials, Powerpoint presentation, web and media communication materials Meetings: 2 Work Group and Staff meetings, other meetings with Staff as needed

Task 7: Under the Draft Zoning Map Development task, the Draft Ordinance zoning categories are applied to the map of the Township. Although it is the Township’s intention to have a final Zoning Map compatible with its GIS system, the first and successive drafts of the map may be in a different format if useful to facilitate public review. Deliverables: Large scale paper printouts, Powerpoint, web and media communication materials Meetings: 2 Work Group and Staff meetings, other meetings with Staff as needed Note: For Tasks 6 and 7, a multi-day workshop or charrette may be added to engage topics specifically and to enable a condensed and iterative process.

Task 8: The testing of Sample Condition Types examines a number of master plan, urban design, and building

38 Township of Lower Merion RFP - Planning and Code Analysis Services SCOPE OF SERVICES

development conditions, identified during development Miami 21: Sample page from Zoning Code of Draft Ordinance and Map as potential concerns for stakeholders or staff. These may address examples of institutional growth, commercial redevelopment, and residential property subdivision, for each showing the possible development scenario under current zoning and that intended by proposed zoning. Deliverables: Powerpoint presentation, web and media communication as needed Meetings: 1 Work Group and Staff meeting, other meetings with Staff as needed

Task 9: The Revised Draft Ordinance and Map all feedback from meetings and public communication of Tasks 6 through 8 into revised documents to be presented for public presentation and response. This may be facilitated with several days of public workshops with members of specific stakeholder or community groups, to be determined in the course of prior task work. Deliverables: Electronic and paper Zoning Ordinance, Map and Equivalency Chart, Powerpoint presentation, web and media communication materials Meetings: 1 Work Group and Staff meeting, 1 charrette or series of public workshops, other meetings with Staff as needed

Task 10: The Final Presentation marks the begin- Miami 21: The Permitting process is also simplified from the prior code and outlined clearly. ning of the adoption process and the task finalization of documents revised in response to the Draft Ordinance and Map public input. A presentation to the Township Planning Commission will be followed by revisions and presentation to the Township’s Board of Commissioners. Deliverables: Electronic and paper Zoning Ordinance, Map and Equivalency Chart, Powerpoint Presentation, web and media communication materials Meetings: 1 Work Group and Staff meeting to prepare for public meetings, 1 Planning Commission meeting, 1 Board of Commissioners meeting, Staff meetings and support as needed to respond to questions and incorporate revisions

PHASE 3 – ADOPTION PROCESS

Task 11: Technical Support is the Consultant Team support of Staff during the Adoption Process Deliverables: Responses to on-going questions and comments, advice on potential changes and adjustments, written and graphic documentation for public communication. Meetings: 1 Work Group and Staff meeting, other Staff meetings as needed

Task 12: Presentation Aids and Graphics are prepared as needed for the Staff during the Adoption Process. Deliverables: Text and graphic paper and electronic documents, Powerpoint presentations, web and media communication materials as needed Meetings: With Staff, as needed

Task 13: Public Meetings as potentially needed are included in the Work Plan.

PHASE 4 – IMPLEMENTATION

Task 14: Training Sessions shall be undertaken to provide instruction on the use of the Ordinance and Map to Township officials and Staff, professionals, residents, civic associations and other stakeholders; the number and frequency of these are to be determined. Meetings: 1 Work Group and Staff meeting, 3 Staff meetings, 1 public session

Task 15: A Guidebook and Handout of the Code and Map shall be prepared in both electronic and hard-copy formats for ongoing use by Township Officials and Staff. Deliverables: Text and graphic paper and electronic documents, web and communication media materials Images of various meeting types from Miami 21 Meetings: Staff meetings as needed.

Implementation Tools: These images from Sprawl Repair Manual are of a typical strip center and corner gas station. With intelligent redevlopment techniques, these suburban building types can easily be modified and infilled to create additional real estate opprotunities. These new spaces repair car-dominated domains, create more pedestrian friendly building frontages and spaces, and allow for growth while preserving open space and historic BEFORE AFTER neighborhoods.

BEFORE AFTER

40 Township of Lower Merion RFP - Planning and Code Analysis Services A.5 ADDITIONAL DATA

Palm Court at the Design District, Miami, FL

PUBLICATIONS AND INITIATIVES

DPZ has a strong track record of providing planning, urban design, and coding services for various successful cities and downtowns; towns and town centers; and villages throughout the United States and internationally. We possess unparalleled experience working with various authorities, agencies and municipalities, including, where required, in venues with a great degree of public engagement. In carrying public sector projects forward, DPZ intensively coordinates all stakeholders, agencies and levels of municipal governments from work order through the approval processes.

DPZ has extensive experience in working with various authorities and agencies in situations with a great degree of information dissemination – a method that is critical with the interrelated planning, design, transportation, economic, and sociocultural issues typically associated with development at any scale.

As a progressive, cutting-edge think tank, the firm's most recognized initiatives, publications, and contributions include, but are not limited to:

• Suburban Nation: The Rise of Sprawl and the Decline of the American Dream, the New Urbanism/Smart Growth "bible,” which examines, and offers solutions to, the failures of postwar planning.

• The Smart Growth Manual, a handbook of best practices describing and illus- trating planning goals and techniques of implementation. With their landmark book Suburban Nation, Andres Duany and Jeff Speck "set forth more clearly than anyone has done in our time the elements of good town planning" (The New Yorker).

"Third places" in traditional neighborhoods are important elements, such as the central green at DPZ's Atlantic Station, Georgia (top left), the plaza at DPZ's Mashpee Commons (top right), or the main plaza at DPZ's Legacy Town Center, Plano, Texas (middle left). Meanwhile, sustainability strategies are creatively integrated at all scales of planning and design, such as preserving existing champion trees and wetlands in the Habersham master plan, to create a public space and amenity attached to the aforementioned village center for community events as well as to address additional stormwater management requirements (middle right), or the provision of a central green in the town center as an open space amenity that also serves as a stormwater detention area, in DPZ's Seaside, Sta. Rosa Beach, Florida (bottom left). Last but not least, sustainability also extends to the use of contextual architectural forms and materials to create meaningful, enduring places, as evidenced in the built results from DPZ's Master Plan for Rosemary Beach (bottom right).

42 Township of Lower Merion RFP - Planning and Code Analysis Services ADDITIONAL DATA With this long-awaited companion volume, the authors have organized the latest contributions of new urbanism, green design, and healthy communities into a comprehensive handbook, fully illustrated with the built work of the nation's leading practitioners.

This manual is designed as a quick reference guide, readily accessible as a talking tool to facilitate meetings. Though only recently released, the manual has quickly become a staple item for charrettes, public fora, and other discussions.

• Form-Based Development Standards and Guidelines and the SmartCode, an open-source model form-based code. The SmartCode is a model design and development code, as well as the only unified transect-based code available for all scales of planning, from the region to the community to the block and building. As a form-based code, it keeps towns compact and rural lands open, while reforming the destructive sprawl-producing patterns of separated-use zoning.

As an integrated land development ordinance, the SmartCode folds zoning, subdivision regulations, urban design, public works standards and basic architectural controls into one compact document. It is also a unified ordinance, spanning the regional, community, and building scales. The SmartCode also enables the implementation of a community’s vision by coding the specific outcomes desired in particular places. It allows for distinctly different approaches in different areas within the community, unlike a one-size-fits-all conventional code. To this end, it is meant to be locally customized by professional planners, architects, and attorneys. This gives the SmartCode great political power, as it permits buy-in from stakeholders.

The SmartCode is designed to support walkable and mixed-use neighborhoods, transportation options, conservation of open lands, local character, housing diversity, and vibrant downtowns. Thus, the SmartCode discourages sprawl development, automobile dependency, loss of open lands, monotonous subdivisions, deserted downtowns, and unsafe streets and parks. Because the SmartCode is presented in primarily graphic form, it is increasingly known as a user friendly and” transparent” alternative to conventional zoning codes, which often confuse the layperson and expert alike. Today, the SmartCode is being used and adopted in a growing number of communities across the United States.

• Sprawl Repair Manual, a compendium of techniques and processes for addressing the suburban condition. The Sprawl Repair Manual offers comprehensive guidance for transforming fragmented, isolated and car-dependent development into “complete communities”. Polemical as well as practical, the manual is designed to equip readers - from professional planners, designers and developers to regulators and concerned citizens - with strategies drawn from two decades of successful repair projects. In contrast to sprawl - characterized by an abundance of congested highways, strip development and gated cul-de-sac subdivisions - complete communities are diverse in terms of uses, transportation options and population. They are walkable, with most daily needs close by.

There is a wealth of research and literature explaining the origins and problems of suburban sprawl, as well as the urgent need to repair it. However, the Sprawl Repair Manual is the first book to provide a step-by-step design, regulatory and implementation process. From the scale of the region to the building - turning subdivisions into walkable neighborhoods, shopping centers and malls into town centers and more - today’s sprawl can be saved.

• Lifelong Communities: Metropolitan planning organizations are increasingly challenged by the live, work, transport and healthcare challenges of their aging populations. The negative impacts of sprawling development patterns fall dis- proportionately hard on seniors who wish to remain in their homes as they age.

Consider the market segments labeled “Baby Boomers” (born 1946-1964) and “Millennials” (born 1977-1996) comprise the two largest global generations. Both generations are entering life stages where urban living within pedestrian- oriented, mixed-use, sustainable, light imprint environments, from village center to a reviving downtown, is increasingly attractive. From a public sector perspec- tive, both age groups can be effectively supported when residing in the healthy and socially supportive context of vibrant pedestrian oriented neighborhoods.

This type of convergence of intergenerational need and opportunity is unprec- edented. It is within this framework that DPZ, working with organizations such as the AARP and the Robert Wood Johnson Foundation, has created age inclusive community models to integrate the interdepartmental age-related concerns of health service delivery, transportation, workforce development and land use planning. Lifelong Communities proactively steers outward sprawl inward towards existing urban and suburban locations adjacent to urban centers, and in doing so, produces healthy and socially engaging communities for people of all ages and abilities. As part of this initiative, DPZ has developed concise and practical guidelines/criteria that help local elected and planning officials evaluate the qualities of specific developments as they come forward for review.

• Traditional Resort Master Planning: Beginning with DPZ’s hallmark project of Seaside, in the Florida Panhandle, New Urbanism has been closely associated with resort planning and design. This is in part due to the understanding that resorts, in essence, need to be utopian – the prefect immersive experience. Perhaps with the exception of the Europeans, people in most parts of the world have only two or three weeks at most of vacation time; as such, their holiday time is very precious, and whenever possible, many vacationers seek to maximize their personal time off in unique, complete environments.

Seaside reinvigorated the planning of mixed use, pedestrian-oriented resort towns and villages in the United States, as a response to the one-note, suburban resort complexes that had replaced such towns and instead offered a standardized, cookie-cutter experience. Seaside’s development coincided with an increasing demand in the tourism industry for authentic, diverse vacation encounters. Resort planning and design was thus brought full circle back to its origins as true, vibrant communities, where traditional arrangements of streets and buildings produce a public realm that makes walking and knowing your fellow visitors, local residents and the staff desirable and fun, and where variety was authentic, from the architecture, to the array of restaurants and shops, to the range of activities available to every guest.

As Richard Sexton wrote in Rosemary Beach, “…the success of Seaside cata- pulted… to the forefront… the national debate that focused on planning solutions to suburban sprawl and automobile-dependent lifestyles.” Traditional resort communities offer places to live, work, shop, and eat; provide opportunities for cultural enrichment, learning, and recreation; and present the community at large with an identifiable center, a gathering place, and a common ground for celebration. They present a mix of uses and activities where guests/residents, workers, and other visitors can walk the streets, meet and engage each other and walk between destinations, contributing to a richer vacation experience.

44 Township of Lower Merion RFP - Planning and Code Analysis Services ADDITIONAL DATA

Traditional resort communities such as Seaside, Rosemary Beach, Windsor and Alys Beach -- and later on Schooner Bay, Bolshaya and Camana Bay -- being utopian, also serve as the perfect laboratories for testing new ideas in planning and design. As non-full time environments, they are less vulnerable to the risks posed by market forces and could thus engage in a greater degree of experimentation, often advanc- ing knowledge and pushing the boundaries of urbanism and architecture, seeding young architectural practices and garnering many design awards.

• Agrarian Urbanism is a planning initiative developed by DPZ promoting a type of sustainable community that intensifies agrarian activity across the Transect whilst promoting other economic, environmental, and social benefits. This initiative is rap- idly gaining support from both decision-makers and members of the general public that are concerned about the impacts of over-reliance on mass food distribution, environmental contamination, food security, food-associated health concerns, and other related social inequities (e.g. access to food by those with limited mobility).

Under agrarian urbanism, food production costs are supported using typical means such as association documents that re-allocate expenses that would otherwise be spent on ornamental landscaping. Each household participates in food production according to residential typology: the more land a household occupies, the more production it is responsible for; each household may retain farmers/gardeners or grow the produce themselves. These communities are organized as cooperatives for growing, processing, consuming and/or selling the produce.

Agrarian urbanism re-introduces direct subsistence economies within communities and encourages the participation of those members of society that otherwise tend to under-participate in a conventional economy (e.g. seniors and the very young). Health benefits from growing food locally include not only the obvious advantages of more closely supervised and controlled farming and processing operations (e.g. elimination of chemical pesticides, reduction of waste, elimination of preservatives), but also, for those who tend their own farms and gardens, the physical well-being that comes from outdoor activity and physical labor. Agrarian urbanism reduces food miles and, in these uncertain times, insures a community with a degree of food independence and survivability.

• Light Imprint New Urbanism, a comprehensive development approach for the sensitive placement of development via coordinated sustainable engineering practices and New Urbanist design techniques, calibrated across the Transect. Light Imprint planning/engineering techniques balance environmental considerations with design objectives such as connectivity and a well-defined public realm.

While New Urbanist planning, by definition, respects terrain, geographical conditions, topography and public space, Light Imprint provides a toolkit for stormwater management using natural drainage, traditional engineering infrastructure and filtration practices, employed collectively at the scales of the sector, the neighborhood and the block. This toolkit offers a set of context-sensitive design solutions that generate a range of environmental benefits combined with an aesthetic approach to green infrastructure, while significantly lowering construction and engineering costs.

• Building Authentic Communities with a Variety of Housing Types: A significantly growing portion of DPZ’s mission is the development of housing types that, while being high density, are also durable and dignified and engender a human-oriented urbanism. The global upper middle class housing bubble has left many cities with a burden of inefficient, low density and overly expensive housing, poorly trained

designers and building and zoning codes that increasingly make reasonable housing market rates and rental markets impossible to provide. The single- model, singe-market housing economy had been plagued by poor construction, poor materials, and inefficient community and building layouts.

Responding to the current housing crisis, DPZ has taken on the challenge to re- assimilate the lost art of ingenuity in design and reign in the zoning and building codes that make well-designed, marketable and attractive high density building possible. Among the various high density housing types that DPZ has developed and/or furthered for viability in various American and international markets are the “Texas Donut” and Mixed Use Blocks, Apartment Villas, townhouses and Live/Work units (Flexhouses), Courtyard houses, Carpet Cottages, and mews units among others.

In all our high density housing neighborhoods, community amenities (e.g. a pool, gym, resident services, etc.) are provided at a central located within the plan. Green space is preserved throughout and is organized into communal parks and recreation areas. The housing types themselves achieve an incredible level of efficiency and are able to respond to a variety of market conditions.

• The Lexicon of the New Urbanism, a comprehensive catalogue of planning and urban design vocabulary and syntax.

• Lean Urbanism is an initiative advocating small-scale, incremental community- building that requires fewer resources to incubate and mature. It seeks to lower the barriers to community-building, to make it easier to start businesses, and to provide more attainable housing and development, "making Small Possible". It is open-access, allowing more people to participate in the building of their homes, businesses, and communities. It is open-source, creating tools and techniques for all to use, and is open-ended, focusing on incremental and ongoing improvement.

The Project for Lean Urbanism will restore common sense to the processes of development, building, starting small businesses, community engagement, and acquiring the necessary skills. It includes the development of tools so that community-building takes less time, reduces the resources required for compli- ance, and frustrates fewer well-intentioned entrepreneurs, by providing ways to work around onerous financial, bureaucratic, and regulatory processes. The tools will be made freely available to governments and organizations seeking to get things done, to entrepreneurs without the knowhow to overcome hurdles, and to small builders or homeowners who could build well in an economical, low-tech way.

The Seven Platforms of the Project for Lean Urbanism are: Lean Building, Lean Development, Lean Business, Lean Green, Lean Regulation, Lean Infrastructure, and Lean Education. Lean Urbanism occupies the emerging seam between the demonstration projects of Tactical Urbanism and the policy-focused agenda of Smart Growth and New Urbanism.

46 Township of Lower Merion RFP - Planning and Code Analysis Services ADDITIONAL DATA - AWARDS

SELECTED DPZ PARTNERS AWARDS

2016 • Congress for the New Urbanism Merit Award, Seven50: SE Florida Prosperity Plan • Congress for the New Urbanism Merit Award, East End Transformation, Rich- mond, Virginia 2015 • Inaugural Transect Codes Council (TCC) Innovation Award Winner, for Sara- toga Springs, Utah 2014 • Global Human Settlements Award in Planning and Design; Global Forum on Human Settlements, for Miami 21 • AIA Institute Honor Award for Regional and Urban Design; The American In- stitute of Architects, for Miami 21 2013 • Congress for the New Urbanism Charter Award, Honorable Mention, The Scot- tish Sustainable Communities Initiative Charrette Series Report, Scotland, UK 2012 • John Nolen Medal; Congress for the New Urbanism Florida Chapter 2011 • National Planning Excellence Award for Best Practice for Miami 21, Miami, Florida American Planning Association (APA) • Congress for the New Urbanism Charter Award, Honorable Mention, for The Haitian Cabins / Les Cabanons d’Haiti 2010 • Charter Award to DPZ, for Southlands: Agricultural Urbanism, Tsawwassen, Canada: Congress for the New Urbanism • Charter Award to DPZ, for Lifelong Communities, Atlanta, Georgia: Congress for the New Urbanism • Richard H. Driehaus Charitable Lead Trust Form-Based Code Award to DPZ, for Miami 21, Miami, Florida • American Planning Association (APA) Florida Chapter Award of Excellence Best Practices for Miami 21, Miami, Florida 2009 • Charter Award, The Hertfordshire Guide to Growth - 2021, UK: Congress for the New Urbanism • Charter Award, The SmartCode: Congress for the New Urbanism 2008 • “Best New Garden City” for Heulebrug, Knokke-Heist, Belgium, from the Fondation Pour L’Architecture’s Prix Rotthier pour la Reconstruction de La Ville • Richard H. Driehaus Prize for Classical Architecture to Andres Duany and Elizabeth Plater-Zyberk 2007 • Neighborhood Planning Excellence Award for East Fraserlands, Vancouver, Canada: Canadian Institute of Planners 2006 • Civitas: Traditional Urbanism in Contemporary Practice, The National Building Museum, Washington, DC 2005 • Best in America Living Award, Platinum Award for Outstanding Community Design, to DPZ for Habersham, Beaufort, SC 2004 • Charter Award to DPZ, for NW Hillsborough County, FL: Congress for the New Urbanism

48 Township of Lower Merion RFP - Planning and Code Analysis Services ATTACHMENT C