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HomeMy WebLinkAbout2024-06-28 PL-INT-2024-008108 Opticos Design, Inc. Category PL.6 DeVera, Ashley From: Drew <drew.finke@opticosdesign.com> Sent: Friday, June 28, 2024 9:26 AM To: Planning Internet Mail Cc: Marketing Subject: Statements of Qualification and Interest (HRS 103D-304) Mr. Kern, On behalf of my colleagues I am pleased to submit the following statements of qualification and expressions of interest in response to the Notice to Providers of Professional Services (HRS 103D-304) issued by Hawaii County. Please download submittal documents in response to the following categories for your review at this link: Submittal Documents PL.4) Community Planning(Community/Regional Plans, General Plan, Climate Adaptation) PL.6) Community Planning(Land Use Codes/Studies, Form Based Codes) Please let me know if you encounter any issues accessing the files, and thank you for your consideration. Best, -Drew Drew Finke(he/him),Associate Opticos Design, Inc. 12100 Milvia Street, Suite 125 I Berkeley,CA 94704 1510.558.6957 I opticosdesign.com 1 , i- OPTI(03 !j/ / / , i:,--V/ /7 _,21-7/ t ...„,, , _ - - Statement of Qualifications for A..,‘" =- `', CommunityPlanning ; t,1 J =` Professional Services (PL.4) - Communit Re i 1onal Plans, General Plan, , t \% --- Climate Adaptation -v-h r 'ti"��.\ \ \ '\V- _ ,.. el `fir+2r.V ,' -,..,'--/-'• �,,, �-..1 ,,,r`-. ,�• • � ,\ J ,,,re''' , J�,name."14-'L ---. ���,, •�� r ) �{ f 3j ,1‘, .. ...— \ �ti� cr r \i r `fir; / a_�.. 6F t � s____----- .__,/ �..M 1 r .moi/ - = ti C ;..fly r's'f ' �f• f -�/ r, 1 Niiii 014,, 'ili414, ' i: A ----------:---. --- - — s--,, ' 4. 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Issiga :// /, ,. p lot: • a luau ( ----%---_-,-‘7 -Ail �%► ■ ; iiititt.sti � /Mir � M„ _iv- ‘,. - ;it, 1 - - — . -401.. b . --� �"4"-V.. --------,—`-$'}4 ` : ' D\� fes ,� ; �-1-I _ �� ,�;�� .. `." �,.,� .• • , °P ue „�,. ,rpt—� ,�=1 on r w „�.,s til — - VII1 ri. ..mico • tt Millin �'/' A ! 7� y < �—�. - a ��'�' ^, 73 �� / 1 l� , Ip - Prepared for June 30,2024 County of Hawaii, Hawaii Prepared For: We are urban County of Hawai'i,Hawai'i Planning Department, County of Hawaii, des i g n e rs a n d 101 Pauahi Street,Suite 3 Hilo, Hawai'i 96720 808.961.8288 architects who Prepared By: believe in the transformative power of OI TICO5 Opticos n Inc. beautiful, p Design, 2100 Milvia Street;Suite 125 sustainable Berkeley, California 94704 510.558.6957 walkable communities for all . Certified B Corporation In 2007,Opticos became a founding B Corporation,establishing triple bottom line of social,economic,and environmental responsibility. Contonts 1.About Opticos 6 2. Key Staff 16 3. Recent Projects 22 June 30,2024 Mr.Zendo Kern Planning Director Planning Department,County of Hawaii, 101 Pauahi Street,Suite 3 Hilo, Hawai'i 96720 Re:Community Planning Professional Services(PL.4) "Opticos has been (Community/Regional Plans,General Plan,Climate Adaptation) very helpful in Statement of Qualifications working with us to clarify and define Dr. Mr. Kern, what Smart Growth means to the island Opticos Design,Inc. is pleased to submit our qualifications for professional services to of Kaua'i. They Hawaii County for the 2024-2025 fiscal year. have been able to clearly translate the We are an urban design, planning, and architecture firm whose passion is creating vibrant, "generic" Smart healthy, and sustainable places. In business since 2000,we maintain offices in Berkeley, Growth ideas into California and Chicago, Illinois with 24 employees led by three principals.Our nationally creative, culturally recognized team of architects, urban designers, and planners bring extensive experience specific ideas and planning, designing,and implementing plans at all scales,from regional visions and approaches to general plans to neighborhood and transit-oriented area plans for both public and private guide our future sector clients. Our work includes a body of relevant projects completed or underway planning and coding in Kaua'i County, including three community plans, 3 Form-Based Codes,and ongoing projects. We are assistance with implementation of the I<aua'i General Plan.As a California-certified small about to start work business,we devote a high percentage of senior staff time to every project,and seek to with them on two build upon our experience to create new solutions unique to the place and the client. different Community Our specific services reflected in our qualifications include: Development Plans General Plans and Regional Plans and some Form At the regional and community-wide scale,we work to establish policy that promotes Based Coding Smart Growth patterns,the preservation of open space and agriculture,and the work, and we are preservation and creation of walkable communities oriented to pedestrians, bicyclists, very excited about and transit.We work to integrate Place Types into jurisdictional land use frameworks that working with them." can help organize and establish policy for walkable places. Relevant projects include Place Type strategies for Beaufort County, South Carolina, Memphis,Tennessee, Honolulu, Mike Dahilig Hawai'i, and Cincinnati,Ohio; rural growth strategies in Charleston County, South Carolina Director,Kaua'i County and California's Coachella Valley; and our ongoing work in Kaua'i County. Department of Planning Community Plans for Small Towns and Rural Communities Since our firm's inception,we have devoted a substantial portion of our work to completing community-scaled plans for small towns and rural communities.This work has included over two-dozen community-driven plans in rural communities—ranging in population from 1,400 to 50,000 residents—addressing various issues specific to rural environments, including social equity, economic sustainability,walkability and connectivity. In addition we've completed award-winning community plans for South I<aua'i,and West Kaua'i towns and Plantation Camps. 4 Statement of Qualifications for County of Hawai'i,Hawal'i Specific Plans and Master Plans for Transit-Oriented,Walkable Places We are accustomed to leading Master and Specific Planning processes for clients with particular attention to places oriented to pedestrians, bicyclists,and transit.On the mainland,this work has included station-area and neighborhood plans at a variety of scales and in urban,small-town,and rural environments.As prime consultants,we typically take a lead role in urban design, site design, architecture,design guideline and zoning code drafting,community facilitation, and project management.This work has included Specific and Master Plans,as well as design and implementation of transit Opticos was hired station projects. We strive to ensure that our work is context-sensitive and reflective of specifically because community interests and concerns. In our experience, public space and thoroughfare of their expertise design are just as crucial to the establishment of successful infill development as in community innovation and expertise in building design are. Our team is accustomed to examining engagement and how public and private realm improvements can work together toward the development form based code to of successful infill projects and how they can respond to more complex community goals. draft a Specific Plan Charrettes and Meeting Facilitation for the Vallco area. Our planning and zoning work is always informed by a robust public process,and we are Their comprehensive accustomed to engaging the community in every project we complete. In particular,our and thoughtful senior staff carries certification from the National Charrette Institute and has experience engagement facilitating and participating in over 100 design and coding charrettes.Our charrette strategy and ability to communicate experience ranges from visioning charrettes to more detailed efforts involving the design alternatives of specific sites and the crafting of zoning regulations and Form-Based Codes.We are through design and accustomed to communicating complex design and planning issues to community visualization, were stakeholders and working to find consensus among dissenting opinions.We have worked invaluable to winning with clients to tailor community outreach processes to the needs and issues of every support. It was an project. unprecedented The Opticos Experience process, and it was a No matter how or where you ask us to collaborate, we'll make sure you get the full real pleasure to work Opticos experience:dedicated team members passionate about walkability,community with the Opticos character and equity;well-regarded specialists who like working collaboratively with team." the public and private sector;and a thoughtful, customized process with high-quality Aarti Shrivastava deliverables to capture the unique place and vision of each project—all carried out in a Assistant City Manager/ friendly, approachable way that provides an attentive, personalized,and well-managed Director of Community client experience. Over the years,we have worked with many cities,counties and Development, agencies around the country to help them find and implement visionary solutions to their City of Cupertino,CA challenges.We would be honored and thrilled to work with the County on upcoming planning projects to this end. We are also submitting a separate qualifications package addressing item#PL.6(Land Use/Code Studies, Form-Based Codes). If you have any questions regarding our qualifications, please feel free to contact me. Sincerely, X '(//1 Stefan Pellegrini,AICP,LEED AP,NCARB Principal stefan.pellegrini@opticosdesign.com opticosdesign.com Community Planning (PL4)Community/Regional Plans,General Plan,Climate Adaptation 5 1 Aoout Ooticos Who We Are 1t•II '''' - ' W" - J r''' ''''- r __ _ .... 1 „' 1 —,.. . ,1 — ...,,:!.....,t ,i ,, , 1 __! ,. ,. ,., 1 . , . .._____ _ , . • , o „,. .__,,, r___,_!..„:„...,, . ,;,:, R,_� il 1 i 9 Ir. , ,la r ,� -� 4 ;q1 i , mpg r . . 1„ ., F h m c„,--..,— f i; r As i ' r(; ,I •R1 ..,.,: .P,,,-- . - f.ii , �; b r .(..t !, F tail , 1 w f 2,..z .v 4r 411%. ''- , : '?i,....”' Opticos is a team of urban designers,architects, and strategists that partners with clients who want to lead the way in providing vibrant,diverse,walkable urban places. Because we approach each project with innovation and creative problem solving in mind,we function just as much as a think tank as a consulting firm. To us,architecture and planning must play a role in defining more sustainable,equitable, healthy, compact patterns of development that improve the quality of life for everyone. This starts with revitalizing existing urban places, but also must include the transformation of suburban places into more urban ones and the creation of thoughtful, new walkable urban communities. Certified As a group of like-minded designers looking to make an impact in the world,we strive to integrate social, environmental,and economic responsibility into all that we do. B Professionally,we're one of the first B Corporations and a founding California Benefit Corporation, a revolutionary new kind of business dedicated to a triple bottom line. Outside of work,we shop locally, live small,and go car-free whenever possible.The only Corporation parking issue we experience in our office is a shortage of bike racks! Community Planning (PL 4)Community/Regional Plans,General Plan,Climate Adaptation 7 Where we've worked 9 9° °° 9 ° ° °p 9 °° ° °° 9 ° 9 ° 4i° ° ° 9 °°° ° ° °° °° ° 9 °° 9 9 ° ° ° ° igi i i otifi ri t I r Iii .,,,, --- - - i. II1, _ _ _.... , , „. , t , ' 4) iii, ; . , „, , A il Ilka �-- A .. a ' i _ _ -OA Our design solutions emphasize the creation of vibrant, sustainable people. communities, comfortable pedestrian environments, and memorable places . that will withstand the test of time." possibilities.. Daniel Parolek Principal,Opticos Design � prom ase. 8 Statement of Qualifications for County of Hawal'l,Hawal'i B Corporation , _ _ , .,... _ -,--r.,,,...,..... .... . ........... _ - ---- w. _ _ ____ v;- f,,� %r` . „ r! ..,,,—„— .......— —.... AO. ' 11. g, . IMO' ✓rvY"" tet. '�� ilY n a,,,f' ,.. '': `/, if` %s r ' , H 'y� \ • .I.,,i, 'I , I, ''01,1,, p,:' ,' .,,,),iii .: , ' Po ( M Certified Committed to a Triple Bottom Line B Since our founding in 2000,Opticos has been a different kind of company.We believe business can be a power for good,to improve lives and sustain our planet.So, in 2007, Opticos became one of the 82 founding B Corporations. Corporation' What is a B Corporation? All B Corporations(B Corp) must meet standards for social and environmental performance, and create benefits for all stakeholders, rather than just shareholders. To maintain its B Corp certification,the company must pass a rigorous assessment administered by the nonprofit B Lab every two years. As a B Corporation,we enjoy being in the company of prominent and groundbreaking companies, including Seventh Generation, Sage Financial Group, Method home cleaning products, Numi Tea,and Patagonia. In 2013,Opticos was named to B Lab's"B Corp Best for the Workers List," honoring the top ten percent of all certified B Corps that have made a positive impact on their workforce.To further our commitment, in 2012, Opticos joined eleven other businesses as a California Benefit Corporation,a new legal status in California. Community Planning (PL 4)Community/Regional Plans,General Plan,Climate Adaptation 9 Transit-Oriented Development + Planned Development Area Design .. ■ treet trees or ' /; i shadeanda r h — A geeneryi i ur iirt,., , , .A 1 . �" 1.v.„1„:"; ::-1' i ■ Newapartrri °r; '',1,,,,'-'-‘ ' !, .�^'re' i ,, 6 . ';accommodate I_ "-_, R i �::, �w E f f d.,wn o nresi,, F,� ;r„' \ r j / j • !j pa, f. ,:..---L-2--I _: - -. ■ is i Y' E �_ it')�u Eke i l ' t R w , *',Ai& t i ■ ,.ffordable housing 5 ` Fl ? 7 ar ' y i it k ' ; I ! atalyzes dev o i � t , t 1 ' v , ,...ii r„,(.,,,,:, l f :f'...% - "■ Historic station - r i , x �r.,,4. ! ocommodates new - a✓ym. a J _ -",--'%---1_,-: r P - 1, , a t�` passenger rail service -- 4-110111!",)" �i' a tr �;:- 1 esu - I• ' i '+ "-fi""�i , Ef ` �n` '"�"'� 1$101101i:1011 ActivT6Gfid Hoof^t ..'. - t 9 ' i f t_ a °:''''4.I; , l ' <� i. local busines s .^,�� a! N\ ,i'la a t� ...,j."' y14 h l 1-"P ally, 8 r � , , liro...„,,„ -1 `~`+ 1 } t r 4,-'ry �4. tib,•) yP i l js _ r mime!e n T ., 0Side ` ?c cafe y " scant ; - ,.. i\ Rendering, Downtown Modesto Master Plan Opticos's PDA Profile 20 Years of Opticos'strength in the field is our breadth and depth of experience with TOD station Proven Expertise in area and corridor revitalization plans. Our work includes station area master plans and Creating Walkable, codes for ACE, BART,Amtrak,and SMART in the San Francisco Bay Area,corridor Place-Based, and downtown revitalization strategies in over two dozen Central Valley communities, Implementation- as well as national work in major US cities utilizing transit to leverage investment and Ready Transit- revitalization. Oriented PDA and Our work has a strong focus on implementation, including form-based codes delivering Downtown Plans walkable, transit-oriented places,and strategic advising (over decades at times)that brings transformative projects to life. Opticos has experience leading large consultant teams, and effectively collaborating with regional agencies to deliver results that work. Our team's approach to TOD recognizes that transit is a means of gaining access and mobility and achieving related personal and community goals. Multimodal access is essential to support attract new investment,support local businesses,and provide mobility choices for residents,employees,and visitors. 10 Statement of Qualifications for County of Hawal'i,Hawal'i uT , _ .A 'firs-''''''‘, � a S _ / ti'+: .tr.'s � �q • `! 1 ,i 1 ., .„�£ _ _ y .moi m �;• �! $Gott ,L. 1.'. , .y`,, ' 1-,\ X71' 'V!,' : t .... •J ©c ,5„ -0,' :31 �� . . -fr_� 11 40* •. yr1',;n... �I = gam/ r �' IAJ[�- ....... I. 17 , 4 !/:, ." ,.. i. , is*„. , y{I1 1 i , l'Illii - mill‘gliiiillit . • i illia 1;101114411” F r \� / 1 • I iia * IqY nil I 94"41, I. 'D-^.' 1 1 • moo.` p„it 1, "4„.:;',47,,... . � 'n` .w. Q�� � 4��� 5,• - '' t mow ', �,F tk , ,, ®® Illustrative Plan 6t �`� Downtown Davis Specific Plan North Berkeley BART Visioning Study . 4:' e'_ n1(_y aQy * ,:N, o No ' , o - Y I AMS''*u ff 1 d1:isi , , I : A Community-Led Vision Plans Rooted in Place Effective Implementation • In-depth, sustained • Detailed analysis of existing • Form Based Zoning and community outreach using patterns development standards both high-tech and high- touch tools • Visioning with an emphasis • Clear, pragmatic, easy-to-use on physical design and implementation plans • Charrette-based processes testing outcomes based on National Charrette Institute standards Focus on context-sensitive design for both new development and infill Community Planning '‘PL 4)Community/Regional Plans,General Plan Climate Adaptation 11 The Opticos Community Engagement Toolbox ,,,,,„ _ , 1,.., 0:4 „ ,,, ‘,. ,„,, . , . lib 4 Va '�,� -' . i �Xi ,,, ,iti- ,. ii` w f, ,,... iv, \. i : , .,,,,.., _, , . ,.. Cyd a pr 1 , , , , h r c - . :i.:AIL: i 7:1)4 de- s, '••., '9/ ..a «°�'''''4 I...,�`t� , �-`,1i, -a , Developed and Opticos integrates a robust, hands-on public engagement strategy into all of Refined Through our planning and coding processes in order to ensure community ownership 20 Years of and effective implementation.Our first multi-day charrette was 20 years Working with ago,when we participated in an extremely contentious charrette led by Bill Neighborhoods Lennertz,former Executive Director of the National Charrette Institute,which Nationwide went on to be the case study for The Charrette Handbook.To put it simply,we learned from the best on one of the most complicated but highly successful charrette processes in the country. Since then,we have refined and adapted our charrette process for a variety of challenging situations to gain consensus and effectively engage underserved communities. We've worked all over the country, including over 30 communities in California. Over the years,we have expanded beyond the charrette to develop our Community Engagement Toolbox that includes a variety of techniques for effective communication, both verbal and graphic.We like to say we design in public, and we adapt our approach for each project to meet its and the community's individual needs. _ ' 4.„'',J,.,---7.4414 It* ` • I ' � �isarcrNEXT ;r Examples of innovative engagement tools include digital tools (above)and the Community Character in a Box process(right) that allows local stakeholders themselves to play an active role in identifying community assets and liabilities. 12 Statement of Qualifications for County of Hawal'i,Hawal'i Focused Digital Community Engagement: Website,Apps, Engagement Commenting Multi-Day Tools Tool box Charrettes: Surveys Designing in Public Clear, hypergraphic Focused communication Workshops and visualization of ideas and concepts two (:c4) • • • Community Live Character Voting in a Box Stakeholder Pop-Up Interviews Workshops Walking Tours The Opticos Charrette Process Designing in public is integral to an Opticos charrette, Stakeholder interviews prior to the charrette help to with setting up an on-site or virtual design studio. identify issues and opportunities. Over several days, our multi-disciplinary team works on design tasks while engaging with stakeholders and The team comes into the charrette prepared with solid decision makers. background studies(physical maps, market analysis, infrastructure studies, etc.)to ensure efficient progress Transparency in our design process is invaluable to building a relationship with the community and Extensive design and illustration is done at the building trust. Our approach has shown successful charrette, with a minimum of three feedback loops results in divided and lower-income communities. from community stakeholders. The charrette schedule, format and events are catered Design concepts and community desires are vetted to the specific needs of each community. Charrettes from an economic standpoint as the charrette are multilingual as necessaryprogresses. Informal and formal ways to participate range from dropping into open studios to attending the formal opening and closing presentations. Community Planning (PL.4)Community/Regional Plans,General Plan,Climate Adaptation 13 Our Award -Winning Projects 3 National APA Burnham Awards for Best Comprehensive Plan A . I KAUAIKAK PLAN CINCINNATI a comprehensrve plan for the future e,m m Memphis - m e�.r. l .F' , n—'I 4vill 2020 2019 2014 Memphis 3.0 Kaua'iKakou Plan Cincinnati Memphis, TN Kaua'i County, HI Cincinnati, OH 1 National APA Pierre L'Enfant International Planning Award •;� ,. 2016 41:. . -,� u�- ti Sustainable Growth Strategy 9 for the Capital City � ' �ad \ AhGONOJE SUSTAINABIIIN Gl11DE�v Yr j4► . ll 0 -44 Libreville, Gabon,Africa t'^ In partnership with b Prince Charles'Community Building Foundation Masterplan Sustainability Zoning/ Form-Based Guide Code 2 2019 Gold Nugget Awards of Merit 2019 Planetizen Top 10 Best Planning Websites www.missingmiddlehousing. �, � � corn .LR a, Y • 1 t � CNU Charter Award Grand r 11 lm�, N ��t �' �� Prize II r T 7{ ,G aG Cincinnati Form-Based Code 1 1 n .'a uP e�. I � r and Comprehensive Plan 5 CNU Charter Awards Daybreak Mews Homes Healdsburg Cottage Court 7 Driehaus Form-Based Code Innovative Housing Design Best On the Boards Site Plan Awards Master Plan and Architecture Master Plan and Conceptual Architecture 14 Statement of Qualifications for County of Hawal'i,Hawal'i 2 Koystarr Stefan Pellegrini, RA, A I C P, LEED AP 0171(05 U, Principal Stefan Pellegrini's educational degrees and professional experience in both -, architecture and urban design make him an expert project leader at all building scales, from single-family homes to regional plans. He has extensive experience , traveling and teaching workshops abroad, a roster of groundbreaking and award- o '41 . winning projects to his credit,and he is uniquely skilled at bringing diverse people N„.)41, and opinions together at the table to resolve conflicts and turn disagreements into productive projects.Adept at analyzing a place and drawing his ideas on paper, with a passion for traditional architecture,Stefan meticulously considers every aspect and angle of a project to create beautiful places and spaces that thrive. Education His strong interest in revitalizing places,especially rural small towns and inner-city Master of Urban Design areas, comes from a childhood spent in the rust belt town of Muncie, Indiana, University of California,Berkeley seeing first-hand the impact of declining industry. Before joining Opticos in Bachelor of Architecture 2002, Stefan brought this understanding to his work at the nationally renowned Magna Cum Laude firm Urban Design Associates in Pittsburgh, Pennsylvania,where he was a senior University of Notre Dame designer and project manager for over 50 urban design and architecture projects, Licenses including groundbreaking plans that redesigned public housing into mixed-income California Licensed Architect communities through the HOPE VI program in five states(one of which won an #C32904 AIA Honor Award for Urban Design),and new housing developments in North Memberships Carolina and Alabama. He also played an instrumental role in UDA's resurrection of American Institute of Certified Architectural Pattern Books. Planners Certificate#020186 Stefan brings an international perspective to the firm.The recipient of a number of fellowships, including the prestigious Skidmore,Owings,and Merrill Foundation American Planning Association(APA) Urban Design Traveling Fellowship, he has spent months studying architecture Small Town and Rural(STAR)Division and planning all over the world, including Scandinavia, North Africa, and Southern Relevant Project Europe. In addition,Stefan is fluent in Italian. Experience Downtown Master Plan, Modesto, CA North Berkeley BART Station Area Study Berkeley,CA Cabral Station Master Plan Stockton,CA Bayfront TOD Form-Based Code, Master Plan+Entitlement Hercules, CA Pleasant Hill Transit Village Plan, Pleasant Hill,CA 16 Statement of Qualifications for County of Hawal'i,Hawal'i Dan Parolel<, AIA, RA OPTI(05 Principal-in-Charge Daniel Parolek is an urban designer and architect, author, and the founding principal _ of Opticos Design, a B Corporation focused on equitable urban placemaking, innovative housing design and policy,and zoning reform for walkable urbanism. Daniel and his work have been featured in many high-profile publications including The New York Times,San Francisco Chronicle, Next City, Fast Company,The Wall Street Journal,and Curbed. Daniel has championed the Missing Middle Housing movement,launched missingmiddlehousing.com,and wrote the book"Missing Middle Housing: Thinking Big and Building Small to Respond to Today's Housing Crisis."which is now available from Island Press. Education As a thought leader in zoning reform efforts to remove barriers for walkable Master of Urban Design urbanism, Daniel co-authored the book"Form-Based Codes:A Guide for Planners, University of California Berkeley Urban Designers, Municipalities,and Developers,"with Karen Parolek and Paul C. Bachelor of Architecture Crawford (named one of Planetizen's best books in 2009), and co-founded the University of Notre Dame non-profit think tank,the Form-Based Code Institute. Knight Fellow at the University of Miami Daniel works with municipalities nationwide to reform planning, policy,zoning, housing design and development to enable Missing Middle Housing. Notable Certifications projects include a citywide form-based code for Cincinnati, Ohio,a sustainable Registered Architect:CA,FL,CO, growth strategy for Libreville,the capital city of Gabon,Africa; a form-based NF, UT code for downtown Mesa, AZ that generated over S500 million in downtown NCARB redevelopment projects;and the citywide Missing Middle Housing Plan for Relevant Project Experience Sacramento, CA that includes a Displacement Risk Analysis process. San Jose Opportunity Housing Feasibility Analysis San Jose,CA Features of Daniel and his work: Missing Middle Housing Study Daniel is a frequent presenter and recently served as a board member of Santa Rosa,CA Transform. He has a Bachelor of Architecture from the University of Notre Dame Modesto Housing Plan and a Master of Urban Design from the University of California at Berkeley. Daniel Modesto, CA is inspired by international travel,especially in Italy.The seeds of his passion Downtown Davis Specific Plan for walkable urban places started while he was growing up in the small town of Davis, CA Columbus, Nebraska. Cincinnati Citywide Don't Miss the Middle, New Homes Insight podcast from John Burns Form Paced Code Listen in to The Missing Middle,Small Change podcast from Eve Picker Cincinnati, OH Avoiding Extremes, Berkeley Architect extols "Missing Middle" housing, by John Missing Middle Housing ScanTM King, San Francisco Chronicle and Deep Divert" Greenville,SC Missing Middle Housing ScanTM and Deep Diver" Greensboro,SC Culdesac Car Free Community Master Plan and Architecture Community Planning (PL4)Community/Regional Plans,General Plan,Climate Adaptation 17 Mitali Ganguly, AICP, LEED ND 0171(05 Associate II With a background in architecture, urban design,and planning, Mitali Ganguly has over 14 years of professional experience designing memorable, livable places that enhance urbanism and have a positive social impact. Her work has spanned 0.' regional,corridor,downtown and neighborhood plans,with a focus on sustainable infill and transit-oriented development. As a project manager, an underlying thread in her work at all scales is attention to detail and a thorough understanding of the community and context. A strong proponent of participatory design, Mitali focuses on effective collaboration to resolve challenges,develop the best place-based design solutions,and deliver Education built outcomes that are true to the vision, authentic in character,equitable,and Master of Design Studies,Urban cherished by the community. Development and Real Estate Graduate School of Design Mitali has worked extensively with public sector clients, private developers,and Harvard University non-profit entities worldwide,with completed projects in the U.S.,Canada,China, Master of Urban Design School of and the Middle East. Prior to joining Opticos, Mitali has worked at Calthorpe Planning and Architecture Associates in Berkeley,California on a variety of transit-oriented and Brownfield New Delhi, India redevelopment projects;and at Gensler, San Francisco on urban mixed-use Bachelor of Architecture, building design.She has participated in speaking engagements for the American School of Planning and Architecture Planning Association, Congress for the New Urbanism,AARP Livable Cities,the New Delhi,India United Nations Framework Convention on Climate Change(UNFCC),and the SxSW Licenses Cities Summit. APA,American Institute of Certified Mitali is a regular volunteer and board member of New Story,a Bay Area based Planners Certificate#028862 non-profit organization committed to providing low-cost and disaster relief housing USGBC,LEED-ND Certificate in South and Central America.She has helped develop New Story's participatory #10971694 design process involving the local community for each project. CNU,SPUR, TransForm Relevant Project Experience San Jose Opportunity Housing Citywide Analysis San Jose, CA Modesto Housing Plan Modesto, CA Missing Middle Housing Initiative Santa Rosa, CA Modesto Downtown Master Plan Modesto, CA Re-Envision West Arden Arcade Sacramento County,CA Downtown Precise Plan+Code San Rafael,CA 18 Statement of Qualifications for County of Hawal'i,Hawal'i Caroline Cochran, AICP 01 71(05 Associate A native Californian,Caroline Cochran is a valued contributor to a variety of Opticos' urban design and planning projects. In all her project work,she seeks to shape a 1 shared public realm that is equitable, beautiful, and environmentally responsible. She is committed to designing walkable places that provide for the needs of • diverse user groups,ensuring longevity in evolving communities. x 44 Since Caroline joined Opticos,she has become an integral member of the team working on many projects, including the Walkable Winton Town Center Plan in Merced County,the Blackstone-Shaw Activity Center in the City of Fresno,the Downtown Davis Specific Plan,and the Modesto Downtown Master Plan. She has Education significant experience working on charrette with local residents to develop a shared Master of Architecture vision for the future and implement that vision through design guidance, policy,and University of Notre Dame regulatory tools. Master of Architectural Design and Urbanism After obtaining her undergraduate degree from Yale, Caroline pursued and University of Notre Dame obtained an M.Arch and Master of Architectural Design and Urbanism from the B A., Humanities University of Notre Dame,where she honed her skills at designing spaces in the Yale University urbanist tradition. In her professional career, she continues to develop her expertise in place-based design sensitive to local physical and cultural context. LEED Green Associate Memberships When she steps away from her drafting table, Caroline can be found in the great San Francisco Bay Area Planning outdoors—either behind an easel on a plein air landscape painting excursion,or and Urban Research Association backpacking a new trail in the Sierra Nevada. Relevant Project Experience San Jose Opportunity Housing Citywide Analysis San Jose,CA Modesto Housing Plan Modesto, CA Re-Envision West Arden Arcade Sacramento County,CA Northern South Park Neighborhood Plan Jackson, WY Near Northwest Neighborhood Plan South Bend,IN Modesto Downtown Master Plan Modesto, CA Blackstone-Shaw Activity Center Fresno,CA Walkable Winton Town Center Plan Winton,CA Community Planning (PL 4)Community/Regional Plans,General Plan,Climate Adaptation 19 3 cccnt Projocts Recent Projects Planning & Coding for Kauai County ■Kaua'i Kakou General Plan (with SSFM) ■Lihu'e Community Plan (with SSFM) ■South Kaua'i Community Plan and Code(with PBR Hawaii) ■West Kauai Community Plan and Code ■Kaua'i Plantation Camps FBC Reference: Marie Williams,Ka'aina Hull, Planning Director County of Kaua'i 4444 Rice Street Suite A473 Lihu'e, HI 96766 808.241.4050 mwilliams@kauai.gov Ka'aina Hull,Director of Planning County of Kauai khull@kauai.gov 808.241.4050 2 Memphis 3.0 Comprehensive Plan Reference: John Zeanah,Director City of Memphis 901.576.7167 john.zeanah@memphistn.gov 3 Small Town and Rural Revitalization Strategies Reference: Josh Meyer,Community Design Program Director Local Government Commission 980 9th Street,Suite 1700 Sacramento,CA 95814 916.448.1198 x 310 jmeyer@Igc.org Community Planning (PL4)Community/Regional Plans,General Plan,Climate Adaptation 21 2015 APA Hawaii Outstanding Planning Award+APA Hawaii Best Practice Award 2019 APA Burnham Form- Based P I a n n I n g + Coding National for Kaua'i Kaua'i County, Hawaii Crossroad 41)` Q Small Village Large Village ETZ 4 744.4111. Town z �3 s Community Planning Inspired by Cultural Traditions Project Area+Context Countywide and community level plans Since 2012,Opticos has been working closely with Kaua'i County to assist in Status creating more compact and connected communities under Mayor Bernard P. Completed 2015 Carvalho's Holo Holo 2020 sustainability initiative,which has led to numerous Awards efforts to make Kaua'i more walkable, bikeable,and transit friendly. 2015 ABA Hawaii Outstanding Planning Opticos'work has included consulting on the Kaua'i County General Plan as Award& well as the South Kaua'i,West Kauai, and Lihu'e Community Plans. Our work 2015 APA Hawaii Best Practice Award on the South Kaua'i Plan included an innovative Form-Based Code,which was Project or Design Team recognized by the Hawai'i APA in 2015 when the Plan and Code received both Architect Civil Engineer the Outstanding Planning and Best Practice Awards. Reference or Client For these projects on Kaua'i, Opticos worked closely with firms PBR Hawaii and Marie Williams SSFM International and island stakeholders. County of Kauai 4444 Rice Street Suite A473 Lihu'e,HI 96766 > 808.241.4050 mwilliams@kauai.gov 22 Statement of Qualifications for County of Hawai'i,Hawai i MINIMAL CHANGE INCREMENTAL CHANGE TRANSFORMATIONAL CHANGE When to consider:Structures address the street When to consider:Structures address the street When to consider:Structures do not address in a consistent pattern. with some consistency,but there may be missing the street in a consistent pattern nor have teeth,some structures that are out of place,or consistent size or character.Some properties are some properties set farther back with parking in set farther back with parking in front. front. Example of"minimal change": Example of"incremental change": Example of"transformational change": / . . Ij� ( -I- Kaua'I 1 1 I 1 0,. .._% I olotor),„1 94 -1, .. .. ..-"" .Ne. ''.. '',H0-0-1",..._., 1.\\---\ 11114" *IkS s ,0': n -:).-), ,/f t :.00 # 4,' o. , , . _ General Plan ';. '— :-�� • - - - I n collaboration with SSFM 71/,4 "7: International, Opticos has been `` °;,:'; ' "' _._.• t. working to integrate walkable ;, .,;, "` 4 0°.�4�s,- community types into the General ;. ••'. . ' •,: �4,"4.4,..11,.�' Plan land use framework.The '4;r.4 44P ;� ,,� ':.110'.• ; " 's'--'' Opticos team has facilitated a series " • / ?. .�`",'.''a';`.';:i:,.''',•'`-''t.` ,.,:•�•' of multidayworkshops on the West -;1 ' ''`';' —=''t;•�., " «_• 0. ` Side and North Shore of Kaua'i ., 'r. .. �n rg �,. ' that aim to understand individual -,..%* •x ,iiia „ ,'n �k •0 'f `r s 4 „.,.,. communities'desired "degree of a1 t " �f •R':• 1I • s r,,•t.,,,�Y Q;: s,,•• ' change"with regards to variousit. c' • ' '•`• �,. '` 'r''% aspects of the built environment `I . . .4:, ▪ * ' :x -� and ways in which the General Plan ;� 1s ^�:: ` land use can guide this anticipated change. Place Types have been ` ;':,w'r777 r•• t. rt utilized to summarize size, intensity, 'P%re.•�i' and character and correlate land use • .4 ^' •designations with new,form-based r II ' zoning districts. }/ • Community Planning (PL4)Community/Regional Plans,General Plan,Climate Adaptation 23 South Kaua'i Form-Based Code In coordination with its planning and regional-scale efforts,Opticos worked with the community in the South Kaua'i area to draft a Form-Based Code for the area. ' Guiding the planning and coding efforts were the concepts of preservation, evolution, and transformation. Opticos worked with the community to I I identify ways to preserve agricultural character and cultural history,which led " to zoning code changes that will intelligently allow the village to evolve over s1A©lal o 0 the next twenty years. lim " a" The project culminated in a graphically rich and easy-to-understand code tailored to the specific needs of the southern areas of the island. a Development standards included references to local building types and o urei� provisions for buildings that would enhance the public realm, invigorate local °e, ° commerce, and encourage walkability for residents and visitors alike. .., _ Lihu'e Community Plan 4/// Id _ As part of its work on the island of �� - „ 'tiKaua'i, Opticos collaborated with � A%> / , �� /� local officials and the public to � . % �/� I� develop a community plan for the dynamic capital of Kaua'i and a ., ..,01... , , handful of nearby small towns. i INS `'�:.,_ .e. .a iIi`• _ Opticos started the project by yi asking the community, "What "C� 4.— is the Future Going to Be Like?" �r.� % "'' ( Incorporating both microscale and microscale analysis,as well as extensive documentation of L community character,the plan _— Opticos created for the City of Lihu'e presented a truly form-based -- approach.The Form Based Code 1'1* featured a Transect in line with local • ' liP _ k..... preferences, including standards for :.L �'P edge and village conditions,as well �, m as larger intensity standards to guide ,....._ '� +. ,,,,, '�' �� a future growth while keeping local 1 L �� ] iiii . ,,,. ® character. 24 Statement of Qualifications for County of Hawai'I,Hawal'i 2022 TN APA Outstanding Implementation Award 2020 APA Daniel Memphis Comprehensive Plan Burnham Award fora Comprehensive Plan Memphis 3.0 Memphis,Tennessee Memphis3.O GUIDING MEMPHIS INTO OUR THIRD CENTURY One of the most �e. important outcomes � a � was the establishment IN OUR THIRD CENTURY, _ - of a coherent structure MEMPHIS WILL BUILD for investment and decision UP, NOT OUT. making. Several follow-up plans for neighborhoods and or '.. new master plans _ are under way for services, parks, and streets; the Memphis3.O city government created two new funds to support affordable housing Rebuilding the Planning Culture + and community-based Ensuring Equitable Investment investment; and tax increment financing Project Area+Context Opticos proposed an alternative approach to the districts are being set 323 sq.mi.,Citywide Comprehensive Plan focused on collaboration and up or expanded; and building staff and local consultant abilities to implement there already seeing Status Adopted December 2079 the plan. The city said "yes."This was our role: results." John Zeanah Awards Considerations for your community Planning Director 2022 TN APA Outstanding Implementation Award 1. Overarching strategic advising and peer review. 2020 APA Daniel Burnham 2. Robust engagement strategy focus on hearing Award for a Comprehensive Plan underrepresented voices. 2019 Tennessee APA 3.Land use approach,chapter outline,and content Outstanding Plan Award creation. Reference 4.Established process,document framework for area John Zeanah,Director, plans, lead design,and engagement process for first City of Memphis three planning areas. 901.576.7167 john.zeanah@memphistn.gov 5•Trained staff and local consultant team-provided templates to enable them to lead subsequent planning efforts. Community Planning (PL 4)Community/Regional Plans,General Plan,Climate Adaptation 25 Selecting Tools and Techniques to Reach Everyone Public Engagement Strategy '. -- X; Getting Participation and � _ °.'",.^ Communicating Effectively d �a o `004 Prior to Opticos'involvement,the `i p city had embarked on a self-lead --J �l i'."�' '_ engagement process for the comprehensive plan update that ran ` 4 into a roadblock due to an inability to effectively communicate to community ' members about how the planning process would work.The Opticos team, • • collaborating closely with Bill Lennertz, 1." worked with staff to define an effective engagement strategy to address these issues and to navigate the process through adoptions.The staff lead a 3.3 ..,.... A"-. majority of engagement activities with strategic advising and content review being provided by Opticos. 15,278 500 114 residents at public events letters to churches news mentions 484 1 333 3,780 YPi4 public events newsletter sign ups news en followers ��Str►cts ng 1,170 45 4,903 letters to neighborhood community partners surveys taken Source:Planning Magazine organizations • arr. We learned early on that many i residents, and even agency ,-, __. . p..,;!'.'" leaders, were not familiar with land use planning. We quickly realized that we needed to i t l . : ,3i , connect authentically with partners and other communityi it.' groups to have a productive planning process that reflected the needs and desires of the city as a whole." ........ Ashley Cash Comprehensive Plan Administrator 4 y. - ...- a aimor 26 Statement of Qualifications for County of Hawai'l,Hawal'I Thinking About Unique Characteristics of Sub-Areas While Planning Citywide Area Planning Strategy Shared Framework and Strategy , for Citywide Planning by District Recognizing that different communities around Memphis '; w,' * _ ' ' '` will have different needs,Opticosa developed a planning strategy that i recognized the unique characteristics ____' * • "� and ambitions of each of the city's ) 14 planning districts. Local partners Frayser f received direction,training,and ., Ar supporting materials from Opticos r� �, to conduct a series of planning 0 „ , workshops in each district. Utilizingiil �•' •� input from workshops,Area Plans �.��. were created for each district North and were incorporated into the ° p Comprehensive Plan document ' as a record of the community 'r . conversations that tool<place throughout the planning process. Core City . .. .. . - ---4 1 , ., i Sample Small Area Plan Based on Template Created by Opticos 0 ,i 0 996k ' Small/+*e Elan C � � ,f cif�7 � � „� S � ,,,, 9,d, ,L Y w f„ ,,-', ..'NIT5,i;', dm9n — s... _ :,-,---,0 , • -" ' ‘. , dhP�'l "r y' .. ;1 tea* ��apsu ♦ A . L mds \_ Community Planning (PL 4)Community/Regional Cans,General Plan,Climate Adaptation 27 Land Use Approach Based on Culture and Community Form Strategy for Implementing Change r��, �� e ., .,- Land Use Map A Place-Based Approach to Land Use (-,,4„„-,' `'r, r A that Reinforces Walkability '�, t A Opticos developed a land use �'Q' III �'6` �va / 4,'," ,,P",./� i-! �'° it i 1„, � ,.,f �, framework organized around "anchors" -_��� and "anchor neighborhoods" 'a>. %j that prioritize infill development % v '- • i and infrastructure investment in "rj neighborhoods across the city. Land ,.;;alira ' I' Fl _ ._i °' use place types inform the intended . ma form and character of develo ment t and provide a vision for the public ��, realm and land use.These place si tt t es are inte rated with the De ree 1111 • / I�: 1 ye g g lor® of Change framework to tie specific rte,, "� policies to different place types i depending on local desire and capacity £ � , ., 7� d=__ for change. SAA spar ,,e-s.. , .... N l., rr 1 ire m �, `� ���� _ /,'^� h ,. s m s moor - ' T ;ar ' ro ° ei '° n1Ari i ' 4r�/' r ,,n, r°,nrA: ;a" Downtown Missing Middle Is. rd Housing Neighborhood Ana • � " 41, Neighborhood 2. Main Street � yj Single-Family Neighborhood = - '' 1 ®fir®;.`d .� :•„ � ���'✓�'�,rp�i��r� ��.® 1 1 1_ t =` ��1rrLA. �y�IF %A �w i�iJ i�iJ.J�j� 3� �� n � � a p �i ... r.. ■ ■: mow.. 1 � UI 28 Statement of Qualifications for County of Hawai'I,Hawal'I Degree of Change Prioritizing Anchors as Cultural Focal Points and Frameworks for Investment o Nurture Market conditions and community STELMOAVE w r Increase cultural J , ;t, identity around preference meant that the amount and rate ..i1,, ,_ J YALfE:R[ FRAYSER BLVD;; u) Q anchors through of change that could take place in different lop 0 i g locations across Memphis varied by F 0 o, set asides for public community. Opticos created a Degree of v, } JAMES RD art and programming ,S`� z o > within public spaces. Change framework that offered flexibility to Y _ �a accommodate different market capacities o 3Z� J m z CHELSEA. and community goals while promoting an / �_,� AVE a equitable distribution of investment across �cr,i "� r; � O JACKSON AVE "‘,1 MACON RD the City with "change actions"calibrated ��� NP�yy`r Q e t f SUMMERAVE for the diverse on-the-ground conditions in POp o Memphis. :; � t� RAVE ,,i.3 �'riniPSwALNUTGROVERD �� -:a, . CEsTRALAVE \ o S PKWY Ott" SOlTHERNgVE v qii r �' h G Accelerate o EPERSONAVE�-f BARRONgVE RKAVE a hr B Improve multimodal o ,30 } infrastructure to /� BALL Ro ' z CC ,I " w employment centers J.\ c o and within a mile to `� DEMOCRAT RD o a E BROOKS RD tr u) higher-capacity transit a E MITCHELL RD o wN Sustain stops. w o, o W W Encourage mixed-use } r r " development through �� w ERAINEES''RD r ERAINE' ,��„ a Q Or 0 a o incentives at anchors b CO E SHELBY DR a with vacant and sf 0 --J J .45/I P qJ = blighted properties. E HOLMES RD o U A�v►�w.�. P o o r n� How Does Investment Respond to Degree of Change? :.: . „ ,.,. II, i ,..L . ,, ma , � ... Nurture Accelerate Sustain Transition Nurture actions rely primarily Accelerate actions rely on a Sustain actions rely Transition actions on public and philanthropic mix of primarily private and primarily on private transform the existing resources to stabilize the philanthropic resources, resources to maintain the pattern of a place to existing pattern of a place. along with some public existing pattern of a place. accommodate a more resources to identify the viable range of uses. existing pattern of place. Community Planning (PL 4)Community/Regional Plans,General Plan,Climate Adaptation 29 Effectively Implementing the Comprehensive Plan Final Document Template and Design Compelling,Easy to Understand, Y. Highly Usable Planning Document The Opticos team was hired to provide y ; the graphic standards and document k,,, s i J' _ , _ '�`� design template for the final plan FC °° document as well as to consult on document structure and content. ))) • O 3 �eYlan �i5 CoxnPiehensi 1511 ems � „. ,,,,, 4411740. 1 R 1_`,u tlP 1 1/ :y •\ ■ _Y * ^ 'E. Contents AS Our IhirdCentu,10 _� -> i w. ,�e.._w k Mange at ' .: r • p I ,.,ea e ,.a,.°a aaR e 1°1111 1 T1 MN , A D^ Q: ti �, oeeoaaung'r ti, lit eroaroNxr nO On ❑❑ n� n go 0 firo s- ' co ,1121L). „,7777„p* .... ... L =, 1_ COMPLETE,CORE E EQUITABLE PROSPEROUS AND COMMUNITIES ,� , I a 0 � ��la, 1 30 Statement of Qualifications for County of Hawal'l,Hawal'i Small Town and Rural Revitalization Strategies 11'4'' Various Locations, California i�rw \ A , A ' t t'A \ ),,,,i , ,itif:\„4,,,,,qt 1 ss. ,... „, ,..1,_,,...4!,i, '',.... Iii.- -r-r..„ =-;.‘:..,_-- ,,,..:.0,-,,, ei ��� ; ���i ),c1' ,, �I 'ii,� ��N ,1, �1i,,.:;1,.i:,,l',‘I'‘,5';'\:'.:‘,;-_..ic,,,,,j,..---:::1',i.' ',..i.•. 44:140, -.- s 111 �t SII a ---4,) -,TO ,: -41 :„.., ., 1 ',,, ,47._,- tors, , . ,LF_ 1 -ift14. '. ,4V,,r.• * , , , .t*,.,,i , , ,. /.,,,,, ,..,,,, ,00„..,,„ , . „ ...: 1,.t,_______ , . , _...., ,,4.i'll=ti i , , !Sir i • s� p l t.h 1w w. . . yp .�. .fir : 7 i' • , 11 t e *''" ) "` ,' (' % W r' air ' I, t" I y � yy 1 ' kii y; „r� llq . r {; ., ,..i Adapting Smart Growth Principles to Small Towns Reference Josh Meyer,Community Design Program Smart Growth doesn't just help cities to flourish—some of our most important Director urban planning work has been done in small towns and rural areas. In place of Local Government Commission dusty residential streets with no sidewalks,we've created tree-lined avenues 980 9th street,suite 1700 along which people can bike,walk,or play.Where boarded-up buildings used Sacramento,CA 95814 916.448.1198x310 to stand,we've envisioned main streets where people can shop, eat,and play, jmeyer@Igc.org and we've turned a former lumberyard into a mixed-use district with shade Project:Miscellaneous projects with the trees over bicycle trails and attractive affordable apartments. In California's Local Government Commission Central Valley alone we've been involved in 22 projects in communities with populations ranging from 1,400 to 50,000.Throughout all of these projects, we've worked with residents to design stronger, smarter,and more sustainable communities that truly address their needs. Rural areas can be just as healthy and well planned as urban areas and people in small towns should have the same access to beautiful public spaces and the same opportunities for walkable, livable neighborhoods as people in large cities.We don't see the size of these places as impediments. Instead,we believe that these projects will create a vision for these communities as thriving places that are"small enough"to he successful. We carry National Charrette Institute Certification and bring years of experience in customizing outreach strategies and techniques for individual communities. We are accustomed to working in diverse communities and have facilitated multiple community charrette activities, acting both as a primary facilitator and supporter to other public facilitation consultants. Community Planning (PL 4)Community/Regional Plans,General Plan,Climate Adaptation 31 A Decade of Work in Small Towns NW p We have completed over a dozen I#. ° ' / - urban design plans and revitalization i strategies for small towns and ' a ri unincorporated rural communities in "` ' California,as detailed below. 4 - :V,::_ 11 iiiii . Project Title Location Cabral Station Neighborhood Revitalization Plan Stockton, CA 2006 Central Firebaugh Revitalization Plan Firebaugh, CA 2007 Central Fowler Revitalization Plan Fowler, CA 2007 Central Kingsburg Revitalization Plan Kingsburg, CA 2007 Taft Railyard Vision Plan Taft, CA 2009 Greater Dos Palos Mobility Plan Dos Palos, CA 2009 Healthy Communities in California's San Joaquin Valley San Joaquin Valley,CA 2009 Fairmead Mobility and Revitalization Strategy Fairmead, CA 2011 Improving Neighborhood Connections Along Coachella's Harrison Street Coachella,CA 2011 Corridor 11th Street Corridor Vision Plan Delano, CA 2011 Planada Community Plan Update Planada, CA 2011 Kingsburg Citywide Development Code Kingsburg,CA 2012 Madera Avenue Vision Plan Kerman,CA 2012 Southwest Delano Neighborhood Revitalization Plan Delano,CA 2011 San Joaquin Revitalization Plan San Joaquin, CA 2012 Huron Mobility Study Huron, CA 2013 Downtown Williams Revitalization & Mobility Plan Williams, CA 2014 I think it's remarkable what impact [the Local Government Commission and Opticos Design] have had in a relatively short time on public engagement and the quality of local and regional planning in the Central Valley—not only in Kingsburg, but in other communities with which I am familiar, such as nearby Fowler and Firebaugh and Delano ... Thanks in large part to their efforts Kingsburg is moving decisively in the direction of pedestrian- and bicycle-friendly, mixed-density, mixed-use development." Terry Schmal Planning and Development Director, City of Kingsburg, CA 32 Statement of Qualifications for County of Hawai'i,Hawal'i Opticos Design,Inc. Certified 2100 Milvia Street, Suite 125 In 2007 Opticos became a founding B Berkeley, California 94704 B Corporation, establishing a triple bottom �+• 510.558.6957 V line of social, economic,and environmental pf 1�} \05 Corporation responsibility. info@opticosdesign.com 1 i OPTI(03 • / !/ / / .., _ -„7_:-:_,-V/7 /7 „-rif-7---- t ,.,..,,,, , - Statement of Qualifications for "`` `/--,--- :-:,-_ -.-:, CommunityPlanning `' ; ,/l =` Professional Services (PL.6) '`r, . , , � Land Use Codes/Studies, / �'��� Form Based Codes -v-h .,...",..7„....7,...„1,1_,„„c._ i,_,.„,,__,7,-1.,,,..„_,-<, '''' 1.”" -A\ 40,24'�{ f j ;.4Ak1 ' f.. ----)t.. .'''''(>'-' ''''")\mi------' - --1.424:,A.... .... ' -- 14' "' �f• f -�/ . r, 1 _-------:_, ....P"-- A (\\-, Nik VC., At\l'*.I ,i:L!,_,N,"---,------__,-—_-—----. -------- , , -,,,,,, 1 c, ,_,"\t„,,.- ,....--, 'N. --'I\,..m, _-, ---------- ,,,,- ,, ' stArsibripp, "" - "/-7„ --, - - , I c•^q No. f .,-,. ii*.-*, ,,, 8.3t,,\$ . , - -4w; \-4100,-,. \0,7,-.. --/i2lovrort,,,\. — \\. :Ai\ ,,,,..1)::.:7-(k, AL?, .4.47-7 ..,iiilloilb,--„,.......- ' *.,;“ 114,),111"...:V..-Jakiik„ .,aiiii- 1104 ..., ,,,\.....,2„,,,,.____,L4iiihr,,' Jo priwo inuir v./... ........Le .7 ....._ it41001 10 11111" r `7 i i� '-�15�� �' llWl'y1P� :47:11.itity.";:ircit.,:Li,,.`101::?7,,,., gljb 'Ws- ` rw„l v y; Fr& p ,....„, mmiti-EL,,.,;./&,.:..4 ----wa . 'V --i‘ii- -_,,,,____. , ' - A -‘, ..., ‘ mpril.iktrya4vo. .. 1,,, w .-Q ,)- fi ),, ,. mak -., ,_ 5 __ ,-----11„.t-.1 %. , p- M, /ippgr ii ,,. Aril, 4, -Arso , flaw I rhmi +C ,... : ........7_17:2„---------- ` L'; I°. " .'s j Nal 'a .i� �"�'' :Ile n: .��. ."`' i'',.,� 0 '' ,_ 0 : u: „�,. ,rpt—� ,�=1 4141.1-11 71 w 4 4�.,s til — ��� t tt 1 �. -,41PTA, . uris, pi a ri /' /-un! .._.:: , 7- y < —�. ,, - - •''-'4,, 0,,,,......_—c,' ,n . 1"3 LI / I,. �r , Prepared for June 30,2024 County of Hawai'i, Hawaii Prepared For: We are urban County of Hawai'i,Hawai'i Planning Department, County of Hawaii, des i g n e rs a n d 101 Pauahi Street,Suite 3 Hilo, Hawai'i 96720 808.961.8288 architects who Prepared By: believe in the transformative power of OI TICO5 Opticos n Inc. beautiful, p Design, 2100 Milvia Street;Suite 125 sustainable Berkeley, California 94704 510.558.6957 walkable communities for all . Certified B Corporation In 2007,Opticos became a founding B Corporation,establishing triple bottom line of social,economic,and environmental responsibility. Contonts 1.About Opticos 6 2. Key Staff 21 3. Recent Projects 27 June 30,2024 Mr.Zendo Kern Planning Director Planning Department,County of Hawaii, 101 Pauahi Street,Suite 3 Hilo, Hawai'i 96720 Re:Community Planning Professional Services(PL.6) "Opticos has been (Land Use Codes/Studies,Form Based Codes) very helpful in Statement of Qualifications working with us to clarify and define Dear Mr. Kern, what Smart Growth means to the island Opticos Design,Inc. is pleased to submit our qualifications for professional of Kaua'i. They services to Hawai'i County for the 2024-2025 fiscal year. have been able to clearly translate the We are an urban design, planning, and architecture firm whose passion is "generic" Smart creating vibrant, healthy, and sustainable places. In business since 2000,we Growth ideas into maintain offices in Berkeley,California and Chicago, Illinois with 24 employees creative, culturally led by three principals.We are recognized nationally for our work creating specific ideas and 21st-century zoning ordinances and Form-Based Codes(FBCs),and over the approaches to past decade have developed best practice standards for codes that are holistic, guide our future easy to use and administer,and effectively implement a community's vision. Our planning and coding design work—an aspect that differentiates us from other code-writing firms— projects. We are reinforces our urban design and place-based approach to coding. about to start work Our extensive work in the field of coding includes over 70 adopted, in-progress, with them on two and peer-reviewed zoning codes and Form-Based Codes across the country, different Community including jurisdiction-wide development codes in Vallejo and Livermore, Development Plans and some Form- California; Flagstaff,Arizona; Beaufort County, South Carolina;and Austin,Texas. Based Coding Our work has received local and national recognition from the Form-Based work, and we are Codes Institute,the Congress for New Urbanism, and APA, including the 2016 very excited about Pierre L'Enfant APA International Planning Achievement Award for our Akanda working with them." Masterplan and SmartCode in Gabon,Africa.We've also been active in Hawai'i, working to implement walkable urbanism and Form-Based Coding for Kaua'i Mike Dahilig County since 2012.We created a Form-Based Code for South Kaua'i,which was Director;Kauai County adopted as a component of the South Kaua'I Community Plan and was awarded Departmenr of Planning both the 2015 Hawai'i Outstanding Planning Award and the Best Practice Award from the Hawai'i APA,and subsequent FBCs for West Kaua'i towns and Plantation Camps. Most recently we have written several FBCs to provide Objective Design and Development Standards(ODDS) in places where State Law is seeking to incentivize and streamline housing production.This includes multijurisdictional 4 Statement of Qualifications for County of Hawai'i,Hawui'I work in Marin County,California to provide ODDS for the County and 10 participating small towns and a current effort for the Puget Sound Region to Li 1provide a Middle Housing Toolkit of ODDS for 82 cities and 4 counties seeking �''Ea � �`� to implement Missing Middle Housing. � . ... 7 and planning and zoning work is always informed by a robust public process, and we are accustomed to engaging the community in every project we complete. In particular,our senior staff carries certification from the National 4 Charrette Institute and has experience facilitating and participating in over 100 4 - ' iii_ design and coding charrettes.We would be excited to provide this service to ( Y)k: ®� Hawai'i County. �, We balance our professional experience with work to establish and disseminate best practice standards through the Form-Based Codes Institute(FBCI)and our teaching and writing on the subject,and we think there is much that we can do 4, to help inform future zoning work on the Big Island.As a small business,we take 1, I ,pt, on only a few projects each year,and we strive to provide our clients with high- quality, personal services with substantial involvement from our senior staff and j 1)11 ..1 principals. 4_� We look forward to future opportunities to work with Hawai'i County.We A /�:J are also submitting a separate qualifications package addressing item PL.4 J�` ..'L`] L (Community Planning -Community/Regional Plans, General Plans,Climate Adaptation)for your consideration. If you have any questions regarding our ,..,LT-- =Lr r .H r ` ^Li-, qualifications, please feel free to contact me. aj l- E • f Sincerely, 0,,. *LL, IL CC(///. _ C 16j �` Stefan Pellegrini,AICP,LEED AP,NCARB Principal stefan.pellegrini@opticosdesign.com Above:The palette of place types shaping the work Opticos has done in Kauai—from small in scale (Crossroads, top)to large(Large Town, bottom). Community Planning (PL 6)Land Use Codes/Studies,Form Based Codes 5 1 Aoout Ooticos Who We Are iie.'. . CD 11 1 i „,,, ro •-- 1 ' '- ta 4 7--""- ii!!: . , -- r ... -714 -17: fl le4') -k . ,L'' Y 1 t a �� i... „ mel-. _ — - -Y W a 1 1x tf,,,0 . _ Villht:''' - ''\-1 ' -.:-.,'[.._. ir 3/1" ,-. .0 hs..**/ - ' '''''' I! lY ■ P n rf V d 100, '4.1i\iest it_ ,a,, A. V ry4d' ' xkj Opticos is a team of urban designers,architects, and strategists that partners with clients who want to lead the way in providing vibrant,diverse,walkable urban places. Because we approach each project with innovation and creative problem solving in mind,we function just as much as a think tank as a consulting firm. To us,architecture and planning must play a role in defining more sustainable,equitable, healthy, compact patterns of development that improve the quality of life for everyone. Thisstarts with revitalizing existing urban places, but also must include the transformation of suburban places into more urban ones and the creation of thoughtful, new walkable urban communities. Certified As a group of like-minded designers looking to make an impact in the world,we strive to integrate social, environmental,and economic responsibility into all that we do. B Professionally,we're one of the first B Corporations and a founding California Benefit Corporation, a revolutionary new kind of business dedicated to a triple bottom line. Outside of work,we shop locally, live small,and go car-free whenever possible.The only Corporation' parking issue we experience in our office is a shortage of bike racks! Community Planning (PL 6)Land Use Codes/Studies,Form Based Codes 7 Where we've worked 9 9° °° 9 ° ° °p 9 °° ° °° 9 ° 9 ° 4i° ° ° 9 °°° ° ° °° °° ° 9 °° 9 9 ° ° ° ° igi i i otifi ri t I r Iii .,,,, --- - - i. II1, _ _ _.... , , „. , t , ' 4) iii, ; . , „, , A il Ilka �-- A .. a ' i _ _ -OA Our design solutions emphasize the creation of vibrant, sustainable people. communities, comfortable pedestrian environments, and memorable places . that will withstand the test of time." possibilities.. Daniel Parolek Principal,Opticos Design � prom ase. 8 Statement of Qualifications for County of Hawal'l,Hawal'i B Corporation _ . „_ „, .., ,_ -. , L _..„ f ,, ..„, - -, _ _ .. /f , � h .. v .,:,dkl Y� l § f JR MSF ..,,,,,,,,,,,. , . ,.aw .b) �pa a N. �' AI ' .. $k '40r ,' u yah.' a, , i t ,x,:. Wk , t v a 0' t 'b ' Y , r ' e}? u.. Y•J/ J. . F 4 0f Nk . ' 1 `'t ! it ! gy ; — ,w ( .;;;." I'�► as t 1� lir , ,1 . 1 k y� e Certified Committed to a Triple Bottom Line B Since our founding in 2000,Opticos has been a different kind of company.We believe business can be a power for good,to improve lives and sustain our planet.So, in 2007, Opticos became one of the 82 founding B Corporations. Corporation' What is a B Corporation? All B Corporations(B Corp) must meet standards for social and environmental performance, and create benefits for all stakeholders, rather than just shareholders. To maintain its B Corp certification,the company must pass a rigorous assessment administered by the nonprofit B Lab every two years. As a B Corporation,we enjoy being in the company of prominent and groundbreaking companies, including Seventh Generation, Sage Financial Group, Method home cleaning products, Numi Tea,and Patagonia. In 2013,Opticos was named to B Lab's"B Corp Best for the Workers List," honoring the top ten percent of all certified B Corps that have made a positive impact on their workforce.To further our commitment, in 2012, Opticos joined eleven other businesses as a California Benefit Corporation,a new legal status in California. Community Planning (PL 6)Land Use Codes/Studies,Form Based Codes 9 Transit-Oriented Development + Planned Development Area Design ■ treet trees or i shade and urba �i• greenery ;; - f r. r. I I (\ JJ �■ Newapartn` r�''tr, , „:„. %. 1w tk f'�'' 1 . i �° ', accommodate ° "° i':1 d9wntow raesi 1 I I~ -,, " ` p-,jIli' 1 i a ,,i 4 ,• t i ' ■ ''t -r.,--,, ,.. , , , _. , , - . -,. 1! IL,... . „ . y ,, " i? ' t $ , ,i' i f ■I 'ordable housingm` r a .�'- �..,4si1Y o 1 -.:catalyzes development ' 1� +dl' /.t` why c. , IAV __— �- __._._� 40.2 f '- 3, Ill' local business , ' f'-''1^_. i f�� � ' 1�4 1 1r` /, ,, �%� a S.i, E_� _ –._ , Y � t , fit, ai tt� ' e a -- ''S .... 0 alk } ' "" �-.. lowertraffr; _ � t, Sidewalk cafe 'f speeds �,,.; ;o', seating a ,,i - Rendering, Downtown Modesto Master Plan Opticos's PDA Profile 20 Years of Opticos'strength in the field is our breadth and depth of experience with TOD station Proven Expertise in area and corridor revitalization plans. Our work includes station area master plans and Creating Walkable, codes for ACE, BART,Amtrak,and SMART in the San Francisco Bay Area,corridor Place-Based, and downtown revitalization strategies in over two dozen Central Valley communities, Implementation- as well as national work in major US cities utilizing transit to leverage investment and Ready Transit- revitalization. Oriented PDA and Our work has a strong focus on implementation, including form-based codes delivering Downtown Plans walkable, transit-oriented places,and strategic advising (over decades at times)that brings transformative projects to life. Opticos has experience leading large consultant teams, and effectively collaborating with regional agencies to deliver results that work. Our team's approach to TOD recognizes that transit is a means of gaining access and mobility and achieving related personal and community goals. Multimodal access is essential to support attract new investment,support local businesses,and provide mobility choices for residents,employees,and visitors. 10 Statement of Qualifications for County of Hawal'i,Hawal'i 49 CS11 qup o e d ,i °QC fl ,f-. .fr r,- ��•wrc. 1, r il 9e az;.„7:.„ . 4 0 �p o��'"j og °,-1,,„ C� P � � '� •4. .u• 'F14 s .J.... . �l 8p a:ae� oo e a -.+ec f--.�- - —� 1 , ooe n p.,..........isrartiy,::Aii;L,11,",,,,..4c!:Li lik,.;40.714 ii; itibIT,Itl'ir.',-.16,_.- Q 0 0 o a mg da o , + r� 'i y`� til & ..1� 1P "�:„gi'llii- - r. k .. q+..:.,.. .7 \.,..., ‘ki• oa II ti II Ili, -It i t ' 011;5 ' - "'. 3 ,. , ''‘„/LA4 I les1 ,o' --my:: r, ilAt Nowww•--- • it It = r■ 1 1 0 ,i-1 7 t„ '' 1 n , ,•01 C -1 of 0 y , o .Gb y, k \ r o f s,4,",. 4 �. ' . Oho ppo oaa.•l �,. 0 Q�°4: , 4.,„� $•` o Illustrative Plan Downtown Davis Specific Plan rl � North Berkeley BART Visioning Study pgi yy 41, ,e tA p w �.?, �.t '�,lli I'p� -'” xY' :�. ;.\I,� a ¢ ±111 ,• - All' Ar-t 1 Le 14.,1 .it ,.., = ,. t `� �� , , ,, , ,, ,_ r, , , . , , , _ .,(„,,,,,„ , ,._ 4.' . ,, ,1 A Community-Led Vision Plans Rooted in Place Effective Implementation • In-depth, sustained • Detailed analysis of existing • Form-Based Zoning and community outreach using patterns development standards both high-tech and high- touch tools • Visioning with an emphasis • Clear, pragmatic, easy-to-use on physical design and implementation plans • Charrette-based processes testing outcomes based on National Charrette Institute standards • Focus on context-sensitive design for both new development and infill Community Planning (PL 6)Land Use Codes/Studies,Form Based Codes 11 The Opticos Community Engagement Toolbox:„,,,,,„,,, . , _ „,_. a _... . ,,,y,„,,,,„,,,,,,,,,,,,,,,, .p N s .a A, rtC.. ...: . ! Y —ikf i r-fir ;�, d ,.`..: .�R.Tom• �+F of r ..'?`„ i 1, - p Developed and Opticos integrates a robust, hands-on public engagement strategy into all of Refined Through our planning and coding processes in order to ensure community ownership 20 Years of and effective implementation.Our first multi-day charrette was 20 years Working with ago,when we participated in an extremely contentious charrette led by Bill Neighborhoods Lennertz,former Executive Director of the National Charrette Institute,which Nationwide went on to be the case study for The Charrette Handbook.To put it simply,we learned from the best on one of the most complicated but highly successful charrette processes in the country. Since then,we have refined and adapted our charrette process for a variety of challenging situations to gain consensus and effectively engage underserved communities. We've worked all over the country, including over 30 communities in California. Over the years,we have expanded beyond the charrette to develop our Community Engagement Toolbox that includes a variety of techniques for effective communication, both verbal and graphic.We like to say we design in public, and we adapt our approach for each project to meet its and the community's individual needs. c ce °,a41 n� -- dab ,, It nm ..„ jaillii,_-qo i , '? < �� 1.F.; M +coNEX ti Examples of innovative engagement tools include digital tools , (above)and the Community Character in a Box process(right) that allows local stakeholders themselves to play an active role in identifying community assets and liabilities. 12 Statement of Qualifications for County of Hawal'i,Hawal'i Focused i Communty Digital Engagement: Website,Apps, Engagement Commenting Multi-Day Tools Tool box Charrettes: Surveys Designing in Public Clear, hypergraphic Focused dMi communication Workshops and visualization of ideas and concepts ekes • • • lir Community Live Character Voting in a Box Stakeholder Pop-Up Interviews Workshops Walking Tours The Opticos Charrette Process Designing in public is integral to an Opticos charrette, Stakeholder interviews prior to the charrette help to with setting up an on-site or virtual design studio. identify issues and opportunities. Over several days, our multi-disciplinary team works on design tasks while engaging with stakeholders and The team comes into the charrette prepared with solid decision makers. background studies(physical maps, market analysis, infrastructure studies, etc.)to ensure efficient progress Transparency in our design process is invaluable to building a relationship with the community and Extensive design and illustration is done at the building trust. Our approach has shown successful charrette, with a minimum of three feedback loops results in divided and lower-income communities. from community stakeholders. The charrette schedule, format and events are catered Design concepts and community desires are vetted to the specific needs of each community. Charrettes from an economic standpoint as the charrette are multilingual as necessaryprogresses. Informal and formal ways to participate range from dropping into open studios to attending the formal opening and closing presentations. Community Planning (PL.6)Land Use Codes/Studies,Form Based Codes 13 Missing Middle Housing re+++ r stn i r. A46T 4 v �. b 4 4.r lur 44,t 4 �f ,Q �.. "� - i. r'6 a + .r' bye- A hr�l F � u d �•« 3a Trnvnhr.-rn Multiplex Stacked Work \ Duplex roUrple7 a t . +! , Stacked _ _ �i�r4f•N.1 ,inr7�_Far„��� ` _ _ _ Missing Middle Housing MISSING Architects of the Missing Middle Movement MIDDLEOpticos Design is well known as the architects of the Missing Middle Housing movement. In 2010,Opticos Principal Dan Parolek coined the term, in 2014 we created the Missing HOUSINGMiddle Housing diagram, and in 2015 the company launched a free online resource for all: missingmiddlehousing.com. Hundreds of thousands of visitors visit the website each year, and it was voted one of Planetizen's top 10 Planning Websites of 2019. m _W Daniel Parolek recently completed a book titled "Missing Middle Housing:Thinking Big Daniel Parolek and Building Small to Respond to Today's Housing Crisis,”published by Island Press in July 2020. Opticos Design and the concept of Missing Middle Housing have been featured in Opticos Founder Daniel publications such as the Washington Post,San Francisco Chronicle, Next City, Professional Parolek authored the Builder Magazine, Urban Land, and the National Association of Realtor's publication, On book"Missing Middle Common Ground. Daniel and the Opticos team have given hundreds of presentations and Housing:Thinking Big webinars on this topic. In 2017, Opticos was selected by AARP to educate AARP members and Building Small to about the value of walkable living and Missing Middle Housing choices.We are passionate Respond to Today's about educating communities about this topic. Housing Crisis." Missing Middle Housing has become a movement that is informing housing solutions across the county and internationally. 1 Professional it , C Builder Minim MOM g , Alliance lhhh --- gg Housing Solutions friends CoastalNEAR �'�� k$241NPI Co So U T S I DEoaVitlon 14 Statement of Qualifications for County of Hawai'i,Hawai'i Missing Middle Housing (contd .) riMissing Middle Housing provides 'I � homebuilders with a practical way to address I ; - r changing market and demographic trends— ,,�R 11 : International Leaders in Zoning Reform and Form - Based Coding Diverse Scales of -- e . _ FBCs by Opticos �� 1 - � \ ' _ ry 44 fY UY/Y �UYR - + r ppe IL YaaeYYYumY®122i< 1 _. ii ---7.- t • 1I 111i__ — e 4 Z s y NEIGHBORHOOD Downtown Central Sonoma Richmond Livable Flagstaff Code Community Plan and Petaluma Boulevard Corridors Update and FBC, Development FBC, Smart Code, Specific Plan Plan and FBC, Flagstaff,AZ Plans and FBC, Benicia, CA Petaluma, and FBC, Richmond, CA Kauai County,HI CA Vallejo,CA Opticos Design architects and urban designers have been heavily influential in the development of form-based code techniques over these past 20 years.We wrote what has been called the definitive book on the topic in 2008, co-founded the Form-Based 6 /1 Code Institute in 20041 a non-profit think tank that is now part of Smart Growth America—and continue to teach Form-Based Code techniques.We share our best practices and techniques through university courses,the FBCI training program,webinars for Planetizen,and at national conferences. Total Codes by Opticos We have an unmatched depth of knowledge and experience with Form-Based Codes. ncludes coauthoring and peer Our FBC application evolved from small planning areas, neighborhoods,and downtowns Ireviews to citywide zoning code updates,citywide corridor networks, multi-jurisdictional countywide applications,the creation of the first development code for a rapidly growing international city,and the integration of form-based bridges between FBCs and comprehensive/general plans.Why should this matter to you? It means that we have a track record to effectively tackle your coding project,whether it is small or large. Accomplishments and Awards 2008:Driehaus Form-Based Code Award for the Downtown Benicia 2000:Opticos hired Mixed-Use Master Plan&FBC as extension of city 2002:Pleasant Hill BART staff to administer Form-Based Code pro- California's first FBC: forma Design Review .' 2008:Planetizen names Form- 1999 Tony Perez The Central Hercules Based Codes in the Top 10 writes his first FBC planning books of 2008 2000 = 2005 2000:Opticos 2004:Karen and Daniel proposes first FBC in Parolek are Founding Board 2008:Released Form Based Codes, Santa Barbara County, Members of the Form-Based the first comprehensive book on the CA Codes Institute subject 16 Statement of Qualifications for County of Hawal'i,Hawal'i y•;e Loar—\\ ? ewoli - ...4.-i t ` + T/ K ; I _ \ : „1„ vN .:,, _ . . _. , •ayVs : .-- '3 '' ( '':1M-'''—07r- -- '"' L- (I n. 7 . wirfrj"‘A' , N04,1,,': � ` `,7,:::7:::''''''''"`" ! °ice 1 a f �� r •. dE. e.a^, a .naver„ �• _ REGION Angondje New Citywide FBC and Citywide Land Multi-jurisdictional Town Plan and Comp Plan Bridge, Development Code Land Development SmartCode, Cincinnati,OH Update(CodeNEXT), Code and FBC, Gabon,Africa Austin,TX Port Royal,Beaufort (In Progress) County,SC Key Innovations by Opticos We do not write Form- • Established a user-friendly graphic • Created a place type-based bridge Based Codes because they are the latest format • Developed codes tailored to deliver zoning fad, but rather • Created a model for hybrid citywide housing choices and Missing Middle because our experience development codes Housing shows that use-based • Created first multi-jurisdictional zoning is an ineffective Form-Based Code way to regulate walkable urban places." Tony Perez Director of Form-Based Coding, Opticos Design 2013:CNU Charter 2014:Opticos completes —Award for Richmond -its first international FBC Livable Corridors in Gabon,Africa,working _2012:Opticos rewrites with the Prince's Foundation the country's first 2014:Cincinnati to implement a locally- 2010:Tony adopted SmartCode wins 2014 APA and culturally-calibrated 2019:Kaua'i wins teaches first FBC for the Central Daniel Burnham sustainable growth strategy for 2019 APA Daniel course at UCLA Petaluma District Award the capital city of Libreville Burnham Award 2010 0p o p p 9015 12013:Daniel Parolek L2014:CNU Charter Award 2011:Livermore ModelCompletes two-part Grand Prize for the Best 2015:Beaufort County Hybrid Citywide Code wins Zoning Practice issues on Planning Tool or Process: Multi-Jurisdiction Code Driehaus FBC Award misconceptions of FBCs Cincinnati Citywide FBC wins Driehaus Award Community Planning (PL.6)Land Use Codes/Studies,Form Based Codes 17 Our Award -Winning Projects 3 National APA Burnham Awards for Best Comprehensive Plan 4 _ A I °,>* KAUAIKAKI) CINCINNATI niprel ve plan for the future Memphis �F -- Si / F y' • ... 2020 2019 2014 Memphis 3.0 Kaua'iKakou Plan Cincinnati Memphis, TN Kauai County, HI Cincinnati, OH 1 National APA Pierre L'Enfant International Planning Award A ti� ,.. 2016 -t, � :.. . "? -\\A„' Sustainable Growth Strategy for the Capital City ANGONOIE SUSTAINABIIlN Gl11DE� , l � :-4. , /3 Libreville, Gabon,Africa `t / "" In partnership with °ate Prince Charles'Community Building Foundation Masterplan Sustainability Zoning/ Form-Based Guide Code 2 2019 Gold Nugget Awards of Merit 2019 Planetizen Top 10 Best Planning Websites www.missingmiddlehousing. .. corn ,� ilk Y 1- 'f CNU Charter Award Grand i'i1ts ;1 �t[ I!tr ,• Prize 3 J i ,Ig.:_rr.:°.&5 ' l . ,G a ' Cincinnati Form-Based Code ,ice and Comprehensive Plan 5 CNU Charter Awards Daybreak Mews Homes Healdsburg Cottage Court 7 Driehaus Form-Based Code Innovative Housing Design Best On the Boards Site Plan Awards Master Plan and Architecture Master Plan and Conceptual Architecture 18 Statement of Qualifications for County of Hawal'i,Hawal'i 2 Kcy Starr Stefan Pellegrini, RA, A I C P, LEED AP 0171(05 _ ., • Principal g%. Stefan Pellegrini's educational degrees and professional experience in both architecture and urban design make him an expert project leader at all building scales, from single-family homes to regional plans. He has extensive experience ,,, ,ar" traveling and teaching workshops abroad, a roster of groundbreaking and award- winning projects to his credit,and he is uniquely skilled at bringing diverse people and opinions together at the table to resolve conflicts and turn disagreements into productive projects.Adept at analyzing a place and drawing his ideas on paper, with a passion for traditional architecture,Stefan meticulously considers every aspect and angle of a project to create beautiful places and spaces that thrive. Education His strong interest in revitalizing places,especially rural small towns and inner-city Master of Urban Design areas, comes from a childhood spent in the rust belt town of Muncie, Indiana, University of California,Berkeley seeing first-hand the impact of declining industry. Before joining Opticos in Bachelor of Architecture 2002, Stefan brought this understanding to his work at the nationally renowned Magna Cum Laude firm Urban Design Associates in Pittsburgh, Pennsylvania,where he was a senior University of Notre Dame designer and project manager for over 50 urban design and architecture projects, Licenses including groundbreaking plans that redesigned public housing into mixed-income California Licensed Architect communities through the HOPE VI program in five states(one of which won an #C32904 AIA Honor Award for Urban Design),and new housing developments in North Memberships Carolina and Alabama. He also played an instrumental role in UDA's resurrection of American Institute of Certified Architectural Pattern Books. Planners Certificate#020186 Stefan brings an international perspective to the firm.The recipient of a number of fellowships, including the prestigious Skidmore,Owings,and Merrill Foundation American Planning Association(APA) Urban Design Traveling Fellowship, he has spent months studying architecture Small Town and Rural(STAR)Division and planning all over the world, including Scandinavia, North Africa, and Southern Relevant Project Europe. In addition,Stefan is fluent in Italian. Experience Downtown Master Plan, Modesto, CA North Berkeley BART Station Area Study Berkeley,CA Cabral Station Master Plan Stockton,CA Bayfront TOD Form-Based Code, Master Plan+Entitlement Hercules, CA Pleasant Hill Transit Village Plan, Pleasant Hill,CA 20 Statement of Qualifications for County of Hawal'i,Hawal'i Dan Parolel<, AIA, RA OPTI(05 wmirrmr Principal-in-Charge Daniel Parolek is an urban designer and architect, author, and the founding principal of Opticos Design, a B Corporation focused on equitable urban placemaking, ,a innovative housing design and policy,and zoning reform for walkable urbanism. Daniel and his work have been featured in many high-profile publications including The New York Times,San Francisco Chronicle, Next City, Fast Company,The Wall Street Journal,and Curbed. Daniel has championed the Missing Middle Housing movement,launched missingmiddlehousing.com,and wrote the book"Missing Middle Housing: Thinking Big and Building Small to Respond to Today's Housing Crisis."which is now available from Island Press. Education As a thought leader in zoning reform efforts to remove barriers for walkable Master of Urban Design urbanism, Daniel co-authored the book"Form-Based Codes:A Guide for Planners, University of California Berkeley Urban Designers, Municipalities,and Developers,"with Karen Parolek and Paul C. Bachelor of Architecture Crawford (named one of Planetizen's best books in 2009), and co-founded the University of Notre Dame non-profit think tank,the Form-Based Code Institute. Knight Fellow at the University of Miami Daniel works with municipalities nationwide to reform planning, policy,zoning, housing design and development to enable Missing Middle Housing. Notable Certifications projects include a citywide form-based code for Cincinnati, Ohio,a sustainable Registered Architect:CA,FL,CO, growth strategy for Libreville,the capital city of Gabon,Africa; a form-based NF, UT code for downtown Mesa, AZ that generated over S500 million in downtown NCARB redevelopment projects;and the citywide Missing Middle Housing Plan for Relevant Project Experience Sacramento, CA that includes a Displacement Risk Analysis process. San Jose Opportunity Housing Feasibility Analysis San Jose,CA Features of Daniel and his work: Missing Middle Housing Study Daniel is a frequent presenter and recently served as a board member of Santa Rosa,CA Transform. He has a Bachelor of Architecture from the University of Notre Dame Modesto Housing Plan and a Master of Urban Design from the University of California at Berkeley. Daniel Modesto, CA is inspired by international travel,especially in Italy.The seeds of his passion Downtown Davis Specific Plan for walkable urban places started while he was growing up in the small town of Davis, CA Columbus, Nebraska. Cincinnati Citywide Don't Miss the Middle, New Homes Insight podcast from John Burns Form Paced Code Listen in to The Missing Middle,Small Change podcast from Eve Picker Cincinnati, OH Avoiding Extremes, Berkeley Architect extols "Missing Middle" housing, by John Missing Middle Housing ScanTM King, San Francisco Chronicle and Deep DiveTr" Greenville,SC Missing Middle Housing ScanTM and Deep DiveT" Greensboro,SC Culdesac Car Free Community Master Plan and Architecture Community Planning (PL6)Land Use Codes/Studies,Form Based Codes 21 Tony Perez OPTI(05 qY Senior Associate, Code Team Leader Tony leads Opticos'Code Team to focus on a variety of zoning work: Zoning audits, Missing Middle Housing Scans, Form-based Code preparation,and citywide Zoning Ordinance Updates.With 34 years of experience, including 12 as a public sector planner, Tony Perez has spent the last 22 years helping communities improve their zoning codes with a focus on writing Form-Based Codes.An expert in translating policy direction into clear and implementable development standards,Tony works to enable the community's vision by identifying and addressing barriers and writing responsive standards. A leader in advancing the implementation of Missing Middle Housing as well as the Education practice of Form-Based Codes,Tony is an energetic educator and enjoys working B,S. Urban and Regional Planning, with public sector planners across the United States. Cal Poly Pomona Teaching Tony is from the California Delta town of Isleton and lives with his family in Southern Instructor:UP 252"Form-Based California. Planning+Coding"UCLA,Winter 2015 and 2016 Instructor:URP 498"Form-Based Planning+Zoning"Cal Poly Pomona, Spring 2013,2017 2018 Instructor:FBC 101+201,Form- Based Codes Institute Relevant Projects South District Form-Based Code Iowa City,Iowa Greenville Missing Middle Housing ScanTM+Deep DiveTM,Greenville, SC Missing Middle Housing Scan Athens, GA Missing Middle Housing Scan+Deep Dive,Knoxville, TN Missing Middle Housing Scan+Deep Dive, Greensboro,NC Northwest Neighborhood Form- Based Zoning District,Novato,CA Citywide Zoning Code Update, Columbus OH Marin Objective Design+ Development Standards Toolkit, Marin County CA 22 Statement of Qualifications for County of Hawal'i,Hewal'i Russell Toler, AICP O17I(05 Senior Designer With experience in both the public and private sectors, Russell's expertise spans tr • all things planning related. He excels in helping clients produce clear and concise documents that help clarify regulations and shape future development. Russell has taken a lead role in the development of several form-based codes and code audits. Each community he has worked in has had very different contexts and expectations,and Russell is skilled at working with each client's specific set of needs. • We he is not crafting codes for beautiful and walkable communities, Russell can be Education found advocating in his own community, spending time with his family,surfing,and Bachelor of Arts,Geography riding his bike around town. California State University, Long Beach MS, Geographic Information Science California State University, Long Beach Licenses California Licensed Architect #C32904 Memberships American Planning Association Congress for the New Urbanism Relevant Project Experience Etiwanda Heights Neighborhood and Conservation Plan,Rancho Cucamonga,CA(co-winner of the 2020 Driehaus FBC Award) Downtown Specific Plan Indio, CA Village South Specific Plan Claremont, CA Form Based Code Audit for the Corridor Redevelopment Plan Stillwater,OK Sub-neighborhood plan for the implementation of the Northeast Community Specific Plan Oxnard, CA Downtown Watsonville Specific Plan Watsonville,CA Community Planning (PL 6)Land Use Codes/Studies,Form Based Codes 23 Singeh Saliki, AICP 0171(05 Senior Designer With a background in architecture and urban planning,Singeh is passionate about shaping the built environment to facilitate social interaction and improve quality of life. She is an experienced community planner who loves to engage and . collaborate with communities in establishing and implementing their vision through carefully articulated land use policies and development standards. At Opticos,she is an integral member of the team working on the Iowa City South District Form Based Code and the Marin County Objective Design and Development Standards. Education Prior to joining Opticos,Singeh gained experience in current and long-range Bachelor of Architecture, Oklahoma planning at the City of Vallejo,CA and in Nashville/Davidson County,TN. State University She has worked on comprehensive plans,zoning and land use entitlements,and Master of urban and Regional created form-based codes and design guidelines. In Nashville,she led Planning, University of South Florida Membershipsa successful community engagement process to rezone and establish the Clarksville Pike Urban Design Overlay District which was unanimously approved by American Planning Association(APA), APA California the Metro Council. ACE Mentor,ACE Mentor Program of Singeh was born in Cameroon and grew up in Oklahoma.Thus far,she has lived America,Oakland,CA in six states and visited many others. She enjoys traveling and experiencing the Relevant Project Experience unique culture, history,and geography of places. For this reason,she firmly believes Iowa City South District Form Based that place matters. Code,Iowa City,IA Marin County Objective Design +Development Standards,Marin County,CA Clarksville Pike Urban Design Overlay at Fairview Center,Nashville, TN* NashvilleNext:A General Plan for Nashville+Davidson County, Nashville, TN* *(Projects prior to joining Opticos) 24 Statement of Qualifications for County of Hawaii,Hawaii 3 cccnt Projocts Recent Projects FBCs for Kaua'i County Richmond Livable Corridors 4 Form-Based Code South Kauai Community Plan and Code (with PBR Hawaii) Reference: _West Kaua'i Community Plan and Code Lina Velasco,Community Development ■Kaua'i Plantation Camps FBC Director City of Richmond Reference: 510.620.6841 Marie Williams,Ka'aina Hull,Planning lina_velasco@ci.richmond.ca.us Director County of Kaua'i 4444 Rice Street Suite A473 5 Missing Middle Scan and Deep Lihu'e, HI 96766 Dive for the City and County of 808.241.4050 Greenville, South Carolina mwilliams@I<auai.gov Reference: Ka'aina Hull,Director of Planning County of Kauai Chris Bailey,Government Affairs Director khull@kauai.gov Greater Greenville Association of REALTORS® 808.241.4050 864.672.3206 chris.bailey@ggar.com Marin County Multi- 2jurisdictional Objective Design Standards Reference: Jillian Zeiger,Planner Housing & Federal Grants Division County of Marin 415.473.7549 jzeiger@marincounty.org 3 Middle Housing Toolkit for the Puget Sound Region Reference: Susan McLaughlin,Director,Planning and Development City of Edmonds,Washington 425.771.022 Susan.McLaughlin@edmondswa.gov 2015 APA Hawaii Outstanding Planning Award+APA Hawaii Best Practice Award 2019 APA Burnham Form- Based P I a n n I n g + Coding National for Kaua'i Kaua'i County, Hawaii Crossroad "4,1 r Q Small Village > Large Village 3,)r" ALz—e ,ro '400„,1,17, ^-^ 4 „Town j. b Community Planning Inspired by Cultural Traditions Project Area+Context Countywide and community level plans Since 2012,Opticos has been working closely with Kaua'i County to assist in Status creating more compact and connected communities under Mayor Bernard P. Completed 2015 Carvalho's Holo Holo 2020 sustainability initiative,which has led to numerous Awards efforts to make Kaua'i more walkable, bikeable,and transit friendly. 2015 ABA Hawaii Outstanding Planning Opticos'work has included consulting on the Kaua'i County General Plan as Award& well as the South Kaua'i,West Kauai, and Lihu'e Community Plans. Our work 2015 APA Hawaii Best Practice Award on the South Kaua'i Plan included an innovative Form-Based Code,which was Project or Design Team recognized by the Hawai'i APA in 2015 when the Plan and Code received both Architect Civil Engineer the Outstanding Planning and Best Practice Awards. Reference or Client For these projects on Kaua'i, Opticos worked closely with firms PBR Hawaii and Marie Williams SSFM International and island stakeholders. County of Kauai 4444 Rice Street Suite A473 Lihu'e,HI 96766 808 241 4050 mwilliams@kauai.gov Community Planning (PL 6)Land Use Codes/Studies,Form Based Codes 27 MINIMAL CHANGE INCREMENTAL CHANGE TRANSFORMATIONAL CHANGE When to consider:Structures address the street When to consider:Structures address the street When to consider:Structures do not address in a consistent pattern. with some consistency,but there may be missing the street in a consistent pattern nor have teeth,some structures that are out of place,or consistent size or character.Some properties are some properties set farther back with parking in set farther back with parking in front. front. Example of"minimal change": Example of"incremental change": Example of"transformational change": ----4 .\ 4</,, .- S 0GJCI� 10 *,- .1,„A A i' , --- .4?.) ,_011, ..,, 111,... 9 01,1 IP \41k. .. • 400000, •i __ , rn ...• - fl „roi,,, . ,,,--0 -,,,0„,„ +1 \ ‘T* '!wC)c)c)r) 04 \44-'11, 17' ' 01?, ' It 2 T' 'Wim:;.-; South Kaua'i Form-Based Code In coordination with its planning and regional-scale efforts,Opticos worked ,,„.," with the community in the South Kaua'i area to draft a Form-Based Code for the area. OA W Guiding the planning and coding efforts were the concepts of preservation, II a =' evolution, and transformation. Opticos worked with the community to Ili it riII: identify ways to preserve agricultural character and cultural history,which led I .. to zoning code changes that will intelligently allow the village to evolve over sl_l©lal o 0 the next twenty years. lim " a" The project culminated in a graphically rich and easy-to-understand code tailored to the specific needs of the southern areas of the island. a Development standards included references to local building types and o urei� provisions for buildings that would enhance the public realm, invigorate local ° commerce, and encourage walkability for residents and visitors alike. ,e, _ Lihu'e Community Plan .... /;"7 '� As part of its work on the island of L. Kauai, Opticos collaborated with � ¶,�. // ,," ,/ � local officials and the public to , .%,�' develop a community plan for the , tom; yr ��lik� 4/70, dynamic capital of Kaua'i and a r » handful of nearby small towns. lintit_ - /� .� - _ , .,-_ s.. , ___..,...r...,- 11 t �t ' Opticos started the project by •' asking the community, "What A -�`'� v• ipwrgoo s the Future Going to Be Like?" _ ii/���, 2 r1 Incorporating both microscale and microscale analysis,as well as extensive documentation of (,,...„,„.. .... .„.1 ,.." L community character,the plan Opticos created for the City of Lihu'e presented a truly form-based . .,, - . approach.The Form Based Code '0' 1 featured a Transect in line with local 41 . `i --�- gF preferences, including standards for �� r edge and village conditions,as well " . �_- !1 I yi as larger intensity standards to guide ? i �. :" �` ._ � N future growthcharacter. while keeping local � Community Planning (PL 6)Land Use Codes/Studies,Form Based Codes 29 Marin County Objective Design + Development Standards Marin County,California 4 ^ L DIN 1 . • I ' - 1111% ,- si A ,„ ! , 1 . 1 :iiit y a Li. I �TT� Mi'i -' .,- } Ilk, Y MII VdIey ,0 -, EL--INfikr,'N-1 A • '� Project Summary Opening Doors to New, Context-Sensitive Development Objective Design Standards Opticos Design is working with Marin County and 10 jurisdictions to develop Objective for 10 jurisdictions within Marin County(520 square miles)to Design Standards for multifamily and mixed-use residential development.The project will deliver context-sensitive infill provide zoning tools to deliver context-sensitive infill housing across a diverse range of housing communities.The toolkit will address the wide spectrum of physical characteristics found Products in these communities.The Toolkit adapts existing multifamily and mixed-use residential Completed:Existing Conditions zoning and design guidelines into form-based,objective design standards using a place- Memo,Place Types and Building based approach to create standards that recognize the characteristics or'DNA"that make Types Atlas each local context and its architectural styles. In Progress:Toolkit(including Pattern Book) Status Highlights In Progress 1. Multidisciplinary team working on a multijurisdictional and collaborative process. Team 2.COVID-19 Online Strategies via Countywide Survey, Community Workshops,and Opticos Team Lead with Lisa Wise Consulting,Plan 2 Place Roadshows. Reference 3.Shared DNA, "Commonalities"among communities found throught Existing Lillian Zeiger,Planner Conditions Analysis and Place Types+ Building Types Atlas. Housing&Federal Grants Division County of Marin 4.Additional Tasks for participant communities. 415.473.7549 jzeiger@marincounty.org 5.Multijurisdictional Coding Strategy,The Toolkit. 30 Statement of Qualifications for County of Hawaii,Haws(' Multifamily Medium A minr 1.1.. .... .............. . ,zwpfir iiirli , .,./ . . itii mop :•.i liAiN,..* r _•/-11011*.....- 1 ,,i L Ail it•-•' v- ' -,...-.4 7' •-...„"t;; r _...,,..,.. ;,.;114,:;.....ii*,...4,A , ,,,,,; .f..;.,.,., , .,,i,,..„...„....:. ..,_,, ,,.. N •, , . -:: , ...-01:...440„,! Lti....1,, vi,i‘ii i„,;;,:f:,..,..,,p, •.,40,,,,.0„, , ,:,,, i, , - . . i, '. , c '-'7':?, , ._;.ii%79",...*1 4ir'''';Yr04,•.,.Vt:ilt";,4! ,rA .- _ 4 ,, C A K in..17A1 vialy4,:•'‘.4.':•-ital11;:.•::•:!%t,_ 4V1/•=;• ;-:11.•::?4,..11,_? ir..,...: ..5.,,,.:. i . . - ,..........-.,. A / -4-i -._ •-41 11 C•j,. -....iir.4.1:- nifill4.6•1'.A•4•Aiit-,• 1' 0„,,..,rgri:::::''1."-A"."':11.,- r,•.- -' •' /1-,....., it!..t ''.;',„.• •• "": 1.,Atc.••-•„ ';',I,V't•r".11 .•:::. • nciRtiv„.4,,,..,;;; • ,• ' 4..,,:,-,1. E, . H i t• 1.4 ^.LV1/1 lb.e Nu& 41116,41111w74XA;;;,:.-* sz ... ilk ISP-44.1K.',.,,,i"'A;', 4.:fle. '-'e-\'''Za -4•'',...hi_i1 Vgqiitg 4440 4 .,''''''''..,.:',.-.'47,4 I ',' ','4',..,..j,„....,--imil, , 10,, •,..,.. ,...if. •(:,••-1,....1',„?Y#,-.., D C.,.....74,4'4111 .7;4:4:7-.tZ-Nr2-11 .\ / Neighborhoods that contain a mix of ::::.' gii:' Lt%'',4:4,!,-::.?",,,40::?;41,44.•,•„-N 41ter,•••,0 3,,,,.... % / house-scale and block-scale,multifamil building types with medium-to-large L., allr.04,,,4):4'.t! .:,....,, ..,:7 ,:.--\ / 40111‘41 building footprints. 41110FAV '''' . . '-ok C; •roli.Lr..AL ... . _ .eeilli. Building Form: Mostly House-Scale : . - t,..ei:• - W IP"- . /---- - ,•- . 0.‘ \41k . Mostly Detached House-Scale Budding Types: House,Duplex,Multiplex, ' ' ,.•1),., .41141 ....t. ----..,T,1;::"I‘ ,.. _ •:a..:,.:. Apartment Building Medium '..4'' ' •• .1•:.•1-, Al ip Block-Scale Building Types: 1 . . .. .• - • • ..... ... I . ,.:,,, , ,. Apartment Building Large Building Front Setbacks: .a unia..%.,..7.4\1, %I,. illr HG..... -:. i r ..t% Small-to-Medium /111111=1 4:7m. i Detailed place-type analysis Site testing illustrates potential for new infill housing drives new standards to ensure compatibility .“ . '.:...'4\. .., ,*1110°lrNAXIIIIII.\\\i- - ' ------:\ ----.....-- Ibi 111 , i . *4 , r\I ,41.- 1 jr - : -- . . - -- f . Nil " . , .. I 1' - 11114 , i• i . • ..„., _ . . ".. •:,,,,-.4 , .•.,..•'.; . , ,, :1,,, •- • -,„,... - ---- -- ....' % -`10' .`": --..s.....,,,_ k--.,..• ..., - --II . ... .,, IJO '11111- I' I MO .,, ', . ,i Xi,-41e, ;,,,,, • . .111 Ii 111 .,:.,,:r.r_ .Siisoo.,,,...' ------- 1 • - -- J 1va.1 ,- „... 1 4 i \\\ \ . ... . . .is . . ,.. . .... N . -,>----- 0 d A,,,it n,,,? III :St ...„.._ .. 1 0 -• s'\ 111111iii'-,.....;...2--- ,1.:!1*.:-"' ,'.• :, ': ' •:, •., 1--• • ,1 i. 0 • ' ;14,,,t1 ji Ill' It11 y I • ‘.... _ - • ' i 1 , :i. ' ' „.- , •....-- - , , _. i. ,.. ---t ., • . --i_.--------2--- -\se-",• ,,...,...-6\0\ - '. .. . ., , .. . . . c-:--22-----> . ,. ... ., .• ---- ' Ill\ s el tirt ,. , Community Planning (PL.6)Land Use Cooles/Studes,Form Based Codes 31 Informing Future Zoning/Standards: Getting Beyond Simply Increasing Density Opportunity Site/Lot Studies Testing Design Alternatives,Ecomic Feasibility and Building Support for the Right Development on City/County-Selected Opportunity Sites(23 sites total) Development Scenario 1:Medium Scale What is it and why do it? • What?Testing feasibility and desirablity(from city's and community's perspective) by using / best practice development and architectural design approach standards to generate three \ ', hypothetical development scenarios—typically h small, medium, and large. These sites are often irregular, with many constraints that make them challenging to develop and to regulate. '"'� ' • Why?The desired outcome will directly inform • • the new objective design standards/zoning for e�iv, .---`— ilk .. these sites, likely reducing community pushback when projects are formally proposed. Development Scenario 2:Medium/Large Scale ,/ ai a a Na 9N 9p DP9. pa pr n ` 1 Jurimll.on.Ive.re / z S.1515.1520.1530 Tiburon 13. M C-1 2ot 'y'> 2 a So*03bWM B(Frost) .',.. a Step 1 Sib NuLot Ma rsery 18 017 1 _ ' Prop. R. Meaner 9993 263 •Aroa %.B%sI Gu 26.898 / Acn 1.31 ac - Dsnsiry 32.9 dWac 323- ReauBant density III 1 •Gros.fleer An. 3]0 67 s/ .- FAR O.eT- 1.0- Lot Area Ratio 1,325 aPdu Proposed bt area per tlwe4rg unit �/ Lot Coverage 222., %% 1 '" Sul dln9 Cevanq -sl -a/ • ,r1 tes Step 2 Parking Proposed \cf , e Sred Area C un Ot •Surras. - '. r �� _, Tuck undo. - O � sp .. •Potlium 0 3/ O sp 111- � . z� P.rkY39 Count -- 54 SP gr 111fr v10 el a ' zs Slap 3 Commercial Proposed Gro.a floor Ana 0 3/ Development Scenario 3:Small Scale „ Step Reside..Proposed Grose Floor Area ]],989s 3. •Net Floor Ana 30.375 sI / 31 Clroultlten 20% 32 Average Area/Unit 706 se. �.'''- I UnM Count 43 du 111111' Step 5e Realde..l.It Me aid Parking RequiredArea/Unit Count ArSplUn3 Count Studio 0 en. O du 1 Bedroom 675 34/13 al du 27,675 a/ 1.25 3,3.313. 51 ap 2 Bedroom 1.350 sPriu 2 du 2.700 e/ 1.25 An. 3 aP I „" \y\'' / / i� w 3 Bedroom 1.800 s Cu 0 du 0 V 200 ap'dzz 0 w at 4 Batlroom 0 3//13 O 1u 0 31 2.00 sp/da. O 3p j92 Subtobis 43 du 30,375 s1 54 sp 34 Step 56 Commercial and Guest Parking Requlr.d To41 Pricing R.gWred 11111 i u Re. Gourd 59 3,3 Guest 0 soh. O ap Commercial 300 sl/sp 0 sp as Subbtela -- 0 sp \ sa Ica, ,,,,,.3 so Strep E Open Space Area Propb sad F.. ps pe,_ 'c s] Public 3.290 s 1 - 6.3nva 0 s 6r -- Total's i t.i al -- .- s3 Nss RaRu red R.tio ���" ® 66Public s/ '� 63 Private l st c sidu l -11 . Total 32 Statement of Qualifications for County of Hawaii,Hawal'i Providing Extensive Place Characteristic Analysis as Foundation for Standards Place Types Atlas Left:Pages summarizing Uorridors Corridor,Center,and Neighborhoods Neighborhood Place Types based on existing li enters form.Each place type was identified and analyzed according to ,,, m P ® ® characteristics such as height,setbacks,mix of,+ ' p �,- � �, aL�dfi -' uses,off-street parking Y g �t�r�� 1 ' _ n ' 1 . , , location,and building types. rM1_,n11,ach, hlr�vf n- c 3 tllo,>.;a¢ded>nd - tl, Several,locks sl cblock d II 11 These place types ni.,l9 1Irmrr ,e,l val3m eoo„nl .,,d were mapped across dd_,n,AC, na; 1 I le la - , I clPI>ck5wlc �nl,lT>I> the county to specify �,Id d olnB 1ruw,», 1 ,I.,11,11u r1Bu ) where particular sets BrI.,,it a<,J, „-,x_,,,11 w,. it „n,k,vn,ur rmn r „11 n� an. L.111,, of Objective Design P>1 I , ,,,r ,-_ "°a Standards would apply. Lora ion 1).,lE,. ,*v PI,Ar IE, U,L BI . Y 1> c ,1 al .. a.. ,s v._ c+ ,cn,a Tore oc<, IF, ,ILr_, , I ,�rr ,n, ilr �....,..... ,3 I ,. I ,s ,3 I ,. I ,s ,3 I 74 I...ro 73 I ,. I „ ,3 I ,. II ,s I. Ensuring Qualty Results with Thoughtful but Effectively Informing the Objective Standards Community and Getting Optional Objective Architectural Feedback on Contentious Issues Standards In-Person Engagement Translated to Virtual Public ..._.. Engagement Architectural Style Massing Elements Roof Documentation .=,,,n,a m >ro.;„m.as.,,=.,.. ,= ., -_-__. _- -_._— .,4COUNMARITY OFN 9; T Search .IIEI IMI How0017 Govratimmr FOR REpENTS FORagSINES= RECREATION CONTACTS '','n' Objective Design and Development Standards u CI '''i, ' lill ' ' 4 'll •rI. ,.m OBJECTIVE DESIGN+ ' -,. ,.A „u DEVELOPMENT STANDARDS OPTI(03 Above Left:Objective Architectural Standards are informed by analysis of existing buildings in Marin County,empowering local jurisdictions to enable context-sensitive new construction by right. Above Right:Due to COVID-19,the planned in-person Road Show was translated into a series of virtual events and information provided in various digital formats—including short recorded videos,virtual chats,virtual pin-ups,and an easy-to-access website. Community Planning (PL 6)Land Use Codes/Studies,Form Based Codes 33 Objective Design and Development Standards Table 03.020..:Zones Overview 4 Less Urban x.08.070 Main Street Classical T3 Edge Neighborhood 22 03.030 T3 Suburban Neighborhood 22.03.040 r o . a',' r • • • n •• ^ r � . �I y _ r ,,s n n ti el i Zone Abbreviation Zone Abbreviation ....- "N T3SV Sub-Zones) Sub-Zone(s) _•: None Nore "- ii, a s Intent Intent _ .. I ' .walk ghb h d f - - drum .walkable neghborhootl environment ofsma-to- 'I.i II s wthtooi lei ,,p,or medium footprint, and sh .yhausce q wth shortwalkinges,ance of ne ghb mood ser..ng-eta ch ghndhpp sera andwrthndse walking distance of and senores. neghborhoodservng rein and services Desired Farm Desired Form ... 1 e-achlouse ed e Euo 3 rigs Hocse-S_a e Bu c cgs Ce:a d3 dogs Pr:ma yD'acY^d Fu dogs Gerieminote.'17re images above and the deunptioris in SubsMions iand 2below are interitlMtopmvrdeabne/overnew of Me Sma:0-Med urn Bu dog Foo:Fr c: Sma to-Medan Bc d ng Fuo:p ore red style and are r#srnptivt;not regulatory Moo Large Fret Setbacks Srna t Medica Froi S_uacks 1.Description of Style 2.Typical Characteristics MedLmtoLarge S de SetnarksSma Medium S de Se:backs MainStreetClassical style buildings combine influences from late 19th century Syrnmetrkal facade composition with —._. Up'o2.5 Stor e=_vithou:3onus;up:e 35tor e5 with Bonus Up:o2.8Ster es.v:tion:Bo'tu:.:Loss3 3-.01 es with Bonus Classical Revival and pre-war American main street architecture.With brick as a proportions that imply load-Learing ex S deoSde,Four x, d Pocket I loLs Du -de-Ls-O de Cc Ccur-=ourle%, primary facade material,facades have a tripartite composition and often introduce mason structure House Cuo -1 pie an pe.c age p ys ru Ne ghoc Mood Ne ghbo•I-aoc Tow,house,and,ccke:Neghborhood ornament ina prominent cornice. Prominent cornice with classical Porch Pro es-mg,Perch Engaged,and Dooryard Frontage Porch Projecting,Porch Engaged,and D oryard Frontage detailing and parapet or pedimented Types Types roof forms Regular pattern of vertically proportioned openings Brick and stucco as primary facade materials 0.06.050 House Alley access requireaealley erists Alley excess req,iredir alley oasts P • I i I 1 I I I x% y I I_ I • wo b A I i ti , i 11 I o wont street Pett sweet - i I 1-Hillw. _ Key Key . --ROW/Design Site Line •Building ---ROW/Design Site Line _Frontage Example of House Building Setback Line Building Setback Line Private Open Space t-' AsmaiHo-medum-sized,detached,House-Stale Building Height T3EN T4CN.M Mac Entrance Location Front Street 0 x with one unit,small-to-medium setbacks,a rear setback,and T3SN - located ...thn a low-intensity,walkable neighborhood ��� g T4SN.S Driveway and parking location shall comply with 0 e p • T4SMS.S standards in Subsection T of the zone. r IiR C�+� units per Buildng tmax.' li A:. Stories 2S max, 3S maxi Parking may be<wered uncovered,or lnagarage t, Buildings per Design See 1 max' Main Body 6.Open Space 'r .'''"' C .. 'An addtional unit in the form of a JAM allowed in T4CN.M. Yd.Ott 36'p-ae. 0 Private Open Space .r.,;-, .tom"` r ,_,.."II' 'Not isciadng ADu Area 300 sfmn -v- ce . - yam-_ p fv Depth 48'max. 0 ©_ Example of Nouse Wingfs)•' ftequ-etl se;bao:s a^dtl so acetcount tcva•tl open -' W.dth 20'm 0 space r^M Depth _0'ma, 0 Reqs.•ed private open space spall be located behind the -i.e._ Sepa•at o^oetween✓cgs ri S rein. a 0 o he ou-•ding. iF. a C6fset from ma n Body S nor fi Facades:ha be designed.6 compliance with Chanter B Spec c to Mcoiressva•Design 'Only if includes JADU(limier Accessory Dwelling Unit) n�,l) 'In compliance with Subsection s of the zone 1 • I � 'Height is limited to l story less than main body and ID'less .. - _z�-- .,,,. ,.. , to highest Bove/parapet. Example°Mouse ... General Note Photos on this page oreiuusbobve not regulatory 34 Statement of Qualifications for County of Hawaii,Hawal'i ,P6MO..0StIva aW r .4cifcma.„Typ•s ,P.nfic to..1.0,,Types .prMO:Mom S„•na,aant 7.Massing Composition)Conti nuedl 7.Massing Composition)Continued) Flat L(2/3•V3) Flat Courtyard �'ffrr This massing type divides the facade into three equal parts, This massing type divides the facade into three parts,with \ [pert prgcti eng with agable roof and 2/3aawing.The the middle partset back substantially to creates deep open roof Is flat space.The roof is flat. Number of Bays Flezlble Q Number of Bays Flexible Q I� Main Body Width Max.allowed by SuD,ect�cn 3 Main Botly WidthMax allowed by.uDsec[cr' I o/this building type 1001 of this building type Massing Proportiam 2!3 0 1/3 Q 0 Rat 111/3•I/3•1/3) X141/ This massing type divides the facade Into three equal parts, with the middle third projecting.The roof is flat. Number of Bays Flexible 0 Front Gable Main Body Width Mao allowed by Subsection 3 This massing type is a simple rectilinear form that is deeper of this building type than it n long The roof s sloped and may be either hipped ois:> or Massing Proportions 1/3 each 0 4!111110 Main gabled. Number of BaysFlexible0 onMoat Body Width Max. x.allowed by'. / f this building tip- r Side Gable N. This massing type is a simple rectilinear form that is longer Rat Forecast dun it u deep The rod is sloped and may be either hipped Thismassing type dividesthe facade into three parts,with or gabled. the middle part set back slightly to create a shallow open Number of Bays Flexible Q space.The roof is flat Number Of Bays Flexible Q \O Man Body Width Maz.allawetl by Main Body Width of allowed by SunsectiDn3 of[his bulbing tape of Ihls building type 0 .m Dm wmsme ceuce sworemarcnuoure ossa^ sperm to Archnanvao•sen .m OR num amt caassw Elements of Main Street Classical Style-Mixed-Use Prototype Able:The image below is intended to provide a reference for architectural elements and is illustrative not regulatory It is wean exhaustive list of applicable standards 0 • •0 • Parapet(See Subsection 8 F for standards) = s I 1 0 0 p . . . Wall(See Subsection 3 for . . I . standards) 0 O . .' . . - Window(See Subsection Parapet Section Parapet Elewoon 9 for standards) I . . . S.Building Roof IZZIESII Farm Height Roof Type Flat Overall Se"min. 0 1 ■1._- I Storefront(See Subsection 15 for 12111 Comice 1'8"min. Q Because this style does not allow sloped roofs,rake is not Facia standards) regulated.For wall-roof junction standards see Subsector pull �' g regulate(Parapet) 36min. Entry Door(See Laver Band .1 Subsection 12 for Eirl12 min. 0 standards) Because this style does not allow sloped roofs ea.is not Horizontal Projection' - _� Base(See Subsection 4 for regulate&For wallroofjunction standards,see Subsection Overall 2'61mirt Q 0 standards) B(Parapet). Continuous Comice required on all street facing facades. Prototypical Building Elevation Required Ornament Type Dennis No wall standards apply to this style.See Subsection 16 Height Q Width 10'min. o (Material;)for materials standards. Spacing 2'0'max.on center 0 Placement Below cornice at top of facia Horizontal projection includes gutter Community Planning (PL.6)Land Use Codes/Studies,Form Based Codes 35 Livable Corridors Form - Based Code and Architectural Standards Richmond, California �® Transect ILE = Zones Elements of Industrial Style—Block-Smle Prototype Richmond,CA �� y �nlllllllilllllllllllll�Illlllll�llllllllli 11111■' 111■■ ■■1 .a••�•� ♦ 11111 III 111■■ II II ; ® !� - 1 ,� F7 711/' ®®:a WI®I MMS•- �V® 0 11■1■ iii■■ ■■11r9a:�,nzz,r_— ili argi Ifo .JL. ovricos .. _ • N�,aaa,lure xoxx sus..osas Project Area+Context Establishing a future vision for the city's three primary Downtown+Mixed-Use corridors. Corridors The Livable Corridors community planning effort, led by Opticos, provided a vision for Degree of Change how development along key corridors and Downtown could promote community health Evolution with targeted and economic wellbeing in a sustainable way.This form-based code implements this transformation vision by providing regulatory guidance for development that will promote investment, Products health,and environmental sustainability by creating walkable places that encourage active Form-Based Code and lifestyles and reduce reliance on automobile travel.Additionally,objective architectural Architectural Standards standards will support placemaking efforts while providing the City of Richmond with a Status an effective by-right entitlement approach that is compliant with California state housing Pending Adoption as of August laws which reduce or eliminate discretionary review. 2022 Team Highlights Lisa Wise Consulting,Rincon 1. Implementation of the Livable Corridors community planning effort to promote Consultants,Fehr+Peers community health and sustainability. Fun Fact Downtown Richmond Station is 2. Architectural design standards calibrated for locally-prevalent styles. one of only two in the Bay Area 3. Provides guidance for evolution of industrial neighborhoods to suit new community to receive service from both BART and Amtrak. needs. 4. Regulates transitions in building scale between existing neighborhoods and higher- intensity Downtown and corridors. 5. Built support for no off-street parking requirements. 36 Statement of Qualifications for County of Hawal'i,Hawal'i TI N.,,,,haod(TIN) TS Care(TSC) x q�..Il*MI ,,,7,5:;.,7,11,,,,,,,, iii i' ..� .� Iq i g I h 1 Ig ii r� I' lib,1, 1 r �I 1/ rt tg A - ...�� .11 I i( �u r to tr d , 1• .-."."... '1.,,.se" 1 'moi fly` �' '�' ` .',.4A,)2'_Mr:t ,i I pn m ,11 - �� 4'`_ - I• t 0 � et� 0 �A�';_ p --- q.t. ,.„a ti ��� w.�.� „� • is ~', yamiP ,! � ,f�` The form-based code provides standards for a range of V .° - ,, �. _ -1 environments:from Downtown to established Missing Middle ilk talk-, ; : �- ;; neighborhoods §..1,3 .Z ..1141 *--,- _ �•.y '`�. , �t ) `N F1 Fa* ;su1.ir^ )"�1 . ✓ ,'..,C4 �.� `._ t J �� r 'p'40, ,,,,4,,,„'7,4I„ l$,4, 410 w . - t � # ��l--:4-.7, � \, ���` `1ii��► This study implements urban agriculture and sustainability along all s"! 74� � ..4i., w'"rs ,ti ,.•a scales of development. 0 it I �. k. � iiii., i 1 I A,,, ,,,!,,,, FAUf Imo/ri. �( All t*( ' ” ti Vii \t ��tf �rfittt„\A**‘ ', ..--0-----7-- \ yMi�il 'e r I . )1... ,D.,,--..-.;;;-.,--• 11 I, !: !% 11 it i -- ..,, ,s' i,.41 , ':, F-11/41! •Ili So'N 1 + , t,,,:r :,\ , . ...„ ,.,, . . *-,,----- ''''' ...._lorp 4 „:„.„...: — ,....--IH''''''',.1-1..:.1.7:1''— i:7,-,,:,-- 1 , `0,4-, 110,” �A t% CNV.. . :,,,,•. I `\s' r '!� Architectural standards in the code are calibrated to reflect 1fi �� d local styles.The form based code provides standards for p III 1 Iiit a variety of places within the"Richmond Transect” from �`4'4'..1,11 U' Downtown to established Missing Middle neighborhoods. Community Planning (PL 6)Land Use Codes/Studies,Form Based Codes 37 Missing Middle Housing ScanTM + Missing Middle Deep DiveTM City+County of Greenville, South Carolina Identifying barriers to Missing Middle Housing ''7� A. ,_���0 t , i .:!-Jr- . --- - I,,✓ Working with Opticos ��;, •11� �. was not only educational, '. ; �-meq 44-0 but the Missing Middle " Housing project has .,• , 4 ., '` allowed us to tackle • ir►" ,• v� �; - head on challenges of -4 q- ., ' t, -�i �_ housing affordability V and housing choice 1�� `I1 �f-i - -4.:,-; " *` ' c �� t here in Greenville, South i*: I ',„\l,"; Carolina. Their services Oro vy-e ,ate 4�� rl .� I ; have placed the Greater ''�I�"' ,� Greenville Association ._ �► , , of Realtors in the center ��; � of Greenville's housing � =� 0 discussion.,, ,; 7 2 "Ri Chris Bailey i � ,t%� GGAR Government Affairs Director In 2019,the Greater Greenville Association of Realtors, Upstate Forever,the Greenville Project Area+Context Housing Fund,the Greenville Community Foundation, and the City of Greenville formed City size:28.8 square miles County size:795 square miles a coalition known as Impact Greenville.The coalition selected Opticos Design,the architects of the Missing Middle Housing movement,to identify existing policy and Products Missing Middle Housing scam , zoning barriers to achieving Missing Middle Housing and made recommendations for Deep Diver addressing these issues.The team at Opticos prepared a two-part study for the City and Status County of Greenville;the Missing Middle Housing Scan'and Missing Middle Housing Completed Deep Dive"`". Highlights 1. Reviewed over 36 policy and zoning documents from the City and County,starting with the Comprehensive Plan. 2. Analyzed existing zoning standards to see if and how they allow Missing Middle. 3. Identified for existing walkable environments to prioritize the application of Missing Middle Housing. 4. Tested 12 lot sizes city- and county-wide to see which MMH types best fit existing lots and neighborhoods. 5. Prepared an easy-to-read format with analysis maps, 3d illustrations,and tables. 38 Statement of Qualifications for County of Hawai'I,Hawaii Missing Middle Housing •x ' ScanTM • Where Missing Middle Works *' �. ", �. f h Best in Greenville 1 unit _p 4 $ . Opticos analyzed Greenville's built a ,� r 2 units t P. '01 kc"> ,4 4 unitse..._1 unit 2 units . 4114,; form to identify existing centers and t walkable environments suitable for ., t ) Missing Middle Housing,and to focus i "_ P. • ii (_ on where Missing Middle Housing ri.- ' ,I would most likely be successful. `" ' Identify Possible Barriers to .. Missing Middle Housing + f 4 . In the ScanTM, Opticos analyzed �' . .� °` which of the Missing Middle types ` r 1 unit r '� `1. • `�,��„ , 1 unit .,; , ;. were allowed in each zone based on ” �, , " 1 unit 1 unit r rd.� 1 unit several factors. Below is an analysis �t,1" , Aa 1 unit of the maximum allowed density. - Green indicates how much of each , d, ,,, MMH type's potential is allowed. Pink indicates unused or non-alllowed potential. Key: Range of MMH Type - %d • 1 .Range Allowed .-10' 1 p „„4 H � a 1 ": r 1' yv I \,,,'41' -;4,4-':',,I%**N,,', Duplex Side-by-Side Duplex Stacked Cottage Court Fourplex 8-20 du/ac 8-25 du/ac 18-44 du/ac 15-35 du/ac Zoning: 0 100 0 100 0 100 o loo R-6 0-6 du/ac R-9 1 0-9 du/ac RM-1 _ . 0-10 du/ac RM-1.5 0-15 du/ac RM-2 . 0--2020 du/ac RM-3 _ . 0-20 du/ac Haynie-Sirrine _ Form-Based Code Reedy River Draft _ Form-Based Code Community Planning (PL 6)Land Use Codes/Studies,Form Based Codes 39 Missing Middle Deep DiveTM In-Depth Analysis of Zoning do to Identify Compatibility with I 'S Missing Middle II I Opticos tested potential build out \ , on existing lots in 9 zones,focusing III on areas identified as suitable for Missing Middle Housing in the MMH ScanTM.This resulted in findings lk from a variety of sites,a diversity .� + C of lot types and on-the-ground C N.. conditions across Greenville. I "' O. (driJ e� -411,9 _ O! 11� {T Key _ Q '* O • � �Ly, °"'" - s �� ^ 'v. 00`. O West Earle Street �' 90 i © Hampton-Pinckney �- ,11011 al*'`r Historic District �/OF��j 4 © Heritage Historic • T 1District !}_. 4,kO ►� W ■ West Greenville O Art, O Sterling , \) 1 1411t,16 t t II O Greater .r Sullivan ,, .��� e' O Haynie-Shrine • F.. ,44 r■u Boundarus Nuy of Walkable ' j Environment , • Block with all or some • :5., 55'x 100' lots within i Walkable Environment V Block with all or some 1 55'x 100' lots outside moi_ Walkable Environment Walkable Center , — City of Greenville 40 Statement of Qualifications for County of Hawal'l,Hawal'i III% ....,.._ 411111 II% '- e G °° SS. RM-2 Zone,40'x120'Lot Size t/ - RM-2Zone,55'x100'Lot Size r e Max.Envelope per Existing Standards r ,, Allowable Development per Existing Standards Building Form Lot Area of Tested Lot 4,800 sf _ Min.Required Lot Area none „ Building Form - f % /i '> Resultant Footprint 2,200 sf / Mi .. y ?t y ' s Resultant Height/Stories 35'/3 rf'\ .:;t;, Max.Height 40' , . Y r Resultant Lot Coverage 40% Max.Lot Coverage 40% i/ 'II • .e Parking ,:. ,' - - < Min.Spaces Required 2 Min.Parking Spaces 2 per unit for single - ' e �j/ family;1.5 per unit s� Density y .. for multifamily � Number of Units 1' zr .,� Resultant Density 8du/acre " '; i6 Max.Allowed Density 20 du/acre 4 r Limiting Factor parking,side �. w ' setbacks • - t"f .,r� Targeted Zoning and Policy Changes to Contextually-Sensitive Missing Support Missing Middle Housing Middle Development Alternative In the second part of the study,the existing standards were tested further on existing lots to understand what the zoning allows versus what it yields. In addition, ..0 Opticos showed which MMH types would fit on the same i- e-/ lots if allowed. � 0 � f;A :r; t 4� bar , .- -,^ / ^/ Zoning-Related _,�.,. ,,,,:..>0. b `�'.L Recommendations -�-� �"����-"" RM-2 Zone,55'x100'Lot Size ;, Missing Middle Option 1 r e, 0 Building Form Resultant Footprint 1,560 sf - f„:kj Resultant Height/Stories 327 2 Resultant Lot Coverage 28% Parking ,/ Spaces Required 4 n, Number of Units 4 ° Resultant Density 32 du/acre `„ � ” ',4,- .:, Recommendations. 11 policy-related,21 zoning-related. Community Planning (PL 6)Land Use Codes/Studies,Form Based Codes 4'1 Opticos Design,Inc. Certified 2100 Milvia Street, Suite 125 In 2007 Opticos became a founding B Berkeley, California 94704 B Corporation, establishing a triple bottom �+• 510.558.6957 V line of social, economic,and environmental pf 1�} \05 Corporation responsibility. info@opticosdesign.com