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Home My WebLink AboutPL-INT-2023-005634 06.30.23 OPTICOS DESIGN INC CAT PL.4, PL.6 DeVera, Ashley From: Marketing <marketing@opticosdesign.com> Sent: Friday, June 30, 2023 1:31 PM To: Planning Internet Mail Subject: County of Hawaii statement of qualification submissions - Opticos Design, Inc. Categories: Yellow Category Dear Mr. Zendo Kern, Opticos is pleased to resubmit our statement of qualification for the two categories PL.4 and PL.6 for Fiscal Year 2023- 2024. You can download from this Dropbox folder the two files in PDF format for the following categories: 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 have any issues accessing the file or if you have any questions. Much appreciated, Tiffany Haas Tiffany Haas(She/Her), Marketing Manager Direct Line 510.809.9508 Opticos Design, Inc. 12100 Milvia Street, Suite 125 I Berkeley,CA 94704 1510.558.6957 I opticosdesign.com A certified B Corporation I Architects of the Missing Middle Housing movement I missingmiddlehousing.com Over 20 years of oFTicos people.possibilities.promise. Y ' ..#4 , #(.w.t,,,, , t y OPTICOS =, a n .14- z--,,-,- -....', , - i ,, -. Statement of Qualifications for 4 ,, ayrr Community Planning , - 't Professional Services (PL.4) .. , Community/Regional Plans, General Plan, ,., . Climate Adaptation v ;: �r� i I ---,,, 7-- ie , A ' �. i . t 1 i : . t v - , tr- "' * , t ` y p i , P w1 �W n urE _ te. t r w 0'. '^'-s. ' ---' , ; • - ' t ,..,-7— -' --f rr'''Ns I . v7� j . ..1' Jj. eK r r "",. Nti `"r-- 4 #-.. 7),) 4,4'"'x.. a'''".% '°' ii, �€ ;k R `;" ft `gyp, Li i r • 1 ; t 1/4.4 el ,......4t, ,- -i.:,,, ,.,.w , rl 1. Y r. # SY r i t +a(f tb: , _,,,www -*--- 'r-1 mr _ a ‘ r-----=:„..." ..may.,j 8 t _ ,r 7.,„ . r ) r ! n, .:. , 1 4 .":.. r ,, ` ." ` '`4 ',, 1 :n., Prepared for June 30,2023 County of Hawaii, Hawaii Prepared For: Weare urban County of Hawai'i, Hawai'i Planning Department, County of Hawai'i, des i g n e rs a n d 101 Pauahi Street, Suite 3 Hilo, Hawai'i 96720 808.961.8288 architects w h o Prepared By: believe in the transformative power of OITICOS beautiful, Opticos Design, Inc. 2100 Milvia Street;Suite 125 sustainable Berkeley, California 94704 510.558.6957 walkable communities for all . Certified B Corporation- In orporationIn 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 30,2023 Mr.Zendo Kern Planning Director Planning Department,County of Hawai'i, 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 Hawai'i County for the 2023-2024 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 Kaua'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 Kaua'i,and West Kaua'i towns and Plantation Camps. 4 Statement of Qualifications for County of Hawaii,Hawaii 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, Stefan Pellegrini,AICP,LEED AP,NCARB Principal stefan.pellegrini@opticosdesign.com Community Planning (PL.4)Community/Regional Plans,General Plan,Climate Adaptation 5 1 Aoout Ootcos Who We Are , .0,-- . ••. cp . . • ,_,,. i , �r, J .,___-- . -_:•---------. -i-,--, 11 1 ,1 . 1. r__ ! - , , , tivt 1. r I " yY r mo _. : � 1 r r I ' .r: 1-) (Th -''=". , .-..'‘..".' ' — 1 ' . it 1 of N. i w 1 .T fl';1:1-4 r !; } iii., � .:'srl'' ,-- ..� V h r;t t. .k m 1 7: :("' d r w t �� % �yr �.�` � ter, ,r.�� VMS '.,:, �. � '$ 5� I 11111;- ii t .r yr. moi} fir^ i � l 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 rack& Community Planning (PL.4)Community/Regional Plans,General Plan,Climate Adaptation 7 Where we've worked 9 ° ° °° 9 ° ° °° 9 ° ° °° ° ° 9 9 99 ° ° °° ° 9 9 9 9 9 - 7., , ,ii i 1 4,,tor i gm ! - i • ek, , ....,, cr 10 41,,,,, „ ,,, . i i 7,, .._, „..._,_,, ,,,,, . , * ..._ . ....... V .. . ,,,„, . . -7 , , , ,. A 0 Our design solutions emphasize the creation of vibrant, sustainable Ie• communities, comfortable pedestrian environments, and memorable places that will withstand the test of time." pOSS b I t es• Daniel Parolek Principal,Opticos Design � pro m i se. 8 Statement of Qualifications for County of Hawaii,Hawaii B Corporation ,,7, -/-7-c,,,„c",•'7',,#,,,,,,,'/, t '''''' -24''''''k 1;:,''''' 'life,,,,,,,,, ,:,:,0,,,i,i1:4,1,,.:',,, ,. -.. ,,,, .:,,,i0..:', s z 7._ , f . ,. _ __ ___ „ , i._ 1 . ,,,,,„., . ,.. ,d 6 \ , „,...,.., ,,, . ., .. :,,,,: , _['7.!'":—C4. .., . t''''' 1 ' 1 G '4*”. '''''' k''''' '''-;:::/' .., '''''' ' ''''',- V:e k,„ , -,,.: i iikr, '-',,. , ,:.-.-..., , ,,,, , ,,,,,,,, tttfff@@@ t v rte. All 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 l:// • 1 shadeandurba w a I i/ ,t4 lt ./. '40 - ' -' , ) t ,a R• / - -, 4, I . , 1 +i 1` .• --n -Ti r ; 1 L ! ., ,.,...k,,,,),",., €Fi' i _A k�:. ..1`°":.."- n-i ,, , a 1//f ki.— � lore i� ,-,, ° 1 1 4. .. '.., .,4 if..,lf,.'. ;.;(..' - : 1 V,J4'Ir-fR, , -I /-, . ;r 1 '.:,),*ti', , hh1.`,,i'..& ' Illi 111 ,'ham. _--\ �% „Ilt AS, t : 1 f .. � ".q •'fit N � � �. . � Historic staUo `'+ "` ..�'�"~ t� # I,Ma , ri� -+_ .i' � { -:.. � '��n�, ,,f I � _� 1 ,, �� ,aiiiiiir accommodatesvied�, �� {y,s -�� .: .. E` tC "_ - railservice ` r �„ rr � 1 ! passenger ' '� �; �� fiv fB�Srid I'--;;;:7---1,--4,'. �1 �i �S rt_� ��. � `+��• 1 iii 1111i, ' i `? t q # .al `., � �: � f- ,< � ` Pla�aa-sthtron .A71, . • ,� • � cal Esme r� T I { �l � � � ` � , Vl i. I -�t public sp ;14.g., 1 - .c11;t . �,�-v/ ,/ , t, >w' �` � � �, i ., F e ' , _ Ile,' • ,, ' '` Sidewalk cafe �. �- Slower traffr speeds ,, y., seating ' 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 Hawaii,Hawaii -'u' '`,P a yT • .? l !' ► lrd , ' Z V, S o � ,�s r — � ui. ' `� o0 1 __, _, 101111M 0/ ag,., . 1,-ft,1/4,,,, , __ „, •* ' 'P ' V24 -1 \ - 'It— 1111CP- --- 4-1--$67 7 4—'",,frt , 3°.-, 3 2' .) '''4,:41 nil 4, • -la Ifir4„ -----A4 orl:48. loot , 110141•Vo. •. , -mo , r )1 ...it, , .. 1.2,_.,„11 _,.,. ,.,'' \,t1/4,,,., .., elm 91 V 1 la: ...• kVA'..-,.,' .1 in Ifi! „,. '-19 ' ....,.....Lt.r. -- _ r 4 1 -', . R\. --_ate-- — Illustrative Plan %rb_riati, . Downtown Davis Specific Plan North Berkeley BART Visioning Study I . , ? .4. , „ ..,.. , e , ."'''..''' 7 ed ,, 1a,,i= , 114,1 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.4)Community/Regional Plans,General Plan,Climate Adaptation 11 The Opticos Community Engagement Toolbox _ . .....,,-„, „,, ,....„,,,„,„,,,,,,,. „.,,,,,,,,,, ,,- - - , „1,,,,,,,„ ' .,.,.‘„,„,„,,t,:t. , „ , .,,•,.:„.:,,„,,Ailifv.,:*, m+ a s. '. 0 Is A �.r , .....„ , , --IF .,,,,-,..' . --",,..eic, .. 4(1 — q _ . q A, � r c ..- 1'd` sire' r4. s_• •+ t,'ZIt, IIIM � w w f $ra 4,. lrt. l,C 7 +ifi '',, ill°4; T .so i Iv -I3 r .�i” 4 IP lr.' p14 - v- .: - '4-14*- 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 20years 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. ea� jig, , ./. irliti 4iisimmal 4 S 7Dte1VEXT 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 Hawaii,Hawaii Focusec Digital Community Engagement: Website,Apps, Engagement Commenting Multi-Day Tools Toolbox Charrettes: Surveys Designing in Public Clear, hypergraphic Focused communication Workshops and visualization of ideas and concepts cc=2-v) • • • ra 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 necessary. progresses. 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 KAUAIKA—KQU PLAN CINCINNATI ni ,.7.=7""-"' mhe"" plan for the future Memphis:2 een .,.. e, , ,a,- ..,, -..„,,,,..trif0- ,,,„. *44efer ;., -. i" - 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 ate: N _ __, 2016 i Strategy Sustainable a Growt �'''+� '-"""`'s•' rwGoNa€susTaNaeiunWIDE -- for the Capita City Libreville, Gabon,Africa `°`IP.. f,rwnaM _fi ��F In partnership with 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. com } CNU Charter Award Grand �,i� �t a $ �' Prize 1 Cincinnati Form-Based Code 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 Hawaii,Hawaii 2 Kcy Starr Stefan Pellegrini, RA, A I C P, LEED AP °�T�`°S Principal 4- 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- 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 16 Statement of Qualifications for County of Hawaii,Hawaii Dan Parole )<, AIA, RA OPTI(OS 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 NE,UT code for downtown Mesa, AZ that generated over$500 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 Based 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 ScanTA4 King, San Francisco Chronicle and Deep DiveTM Greenville,SC Missing Middle Housing ScaniM and Deep DiveTM Greensboro,SC Culdesac Car Free Community Master Plan and Architecture Community Planning (PL.4)Community/Regional Plans,General Plan,Climate Adaptation 17 Vitali Ganguly, AICP, LEED ND OPTICOS 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 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 Hawaii,Hawaii Caroline Cochran, AICP OPTI(OS 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 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. 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 Projects Recent Projects Planning & Coding for Kaua'i 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 Kaua'i 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 (PL.4)Community/Regional Plans,General Plan,Climate Adaptation 21 2015 APA Hawaii Outstanding Planning Award+APA Hawaii Best Practice Award 2019 APA Burnham Form - Based Planning + Coding NationAal Planning rd for Kauai Kaua'i County, Hawaii Crossroad Small Village k i �,...— Large Village orae z 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 APA 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 , 4b; mwilliams@kauai.gov """°�""�' �a �� s ,�• .�'��-• � .a E 22 Statement of Qualifications for County of Hawaii,Hawaii 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": 41°X,/,',/," 1)111,- Jl0111 l I 0 . lig‘ 'N 00 ii 01 I 7'-i 61 it 1; .. '',Y. '.,. i or 13- Sit/4/41*- . 41. ,,, •••••••••••• 'I k% 44 ,lit 111 a I'll:- P ��) wr Iii/ / . /, ��lil�� 011,4'vr)-(P° 1)2) Siik4Fth I)--' vtiooi • i v4Kauai General Plan �' `' ' In collaboration with SSFM ' �' .;- International,Opticos has been �'tow, ` '�r� 'Ss working to integrate walkable t .,..��"` ��+. w ,,:� community types into the General '• ° - '' I 1 4R • >' Plan land use framework.The I i'It ,. dt . Its..t ,,. Opticos team has facilitated a series 4'ii t'"'....; ..•;�. il,,,;.kN0 y',: of multiday workshops on the West ,,�:.:`,ti p."it L*.Z.::". n;r j1,S,e; 'x' ;n"T>' Side and North Shore of Kaua'i ., •—, 1 •'' �iii, „— ii. ' that aim to understand individual � , +.� - • •; ' communities'desired "degree of <'s.40� .. •,3 ~ iz.•t;. .4,...."A"..!.'�. .� change"with regards to various �, �.- '; .;..• •,—,' . i;�-� 4-"--,;:•-•'. ;• F b.��bj ♦y aspects of the built environment 1r ;; . ,r.;.--••:m.'' •=• t. and ways in which the General Plan ` ,�, t: R 1 ~ �.`'. "R`t ` land use can guide this anticipated `. -,.` �w,•:.` L+ change. Place Types have been utilized to summarize size, intensity, +"ti+'.. .`_ and character and correlate land use .a"'4%_-. •- designations with new,form-based ,'� zoning districts. t/.:;° / •=... !� / Community Planning (PL.4)Community/Regional Plans,General Plan,Climate Adaptation 23 South Kaua'i Form-Based Code Ndi9 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. s t: Guiding the planning and coding efforts were the concepts of preservation, _ evolution,and transformation.Opticos worked with the community to 1 i H ik identify ways to preserve agricultural character and cultural history,which led . Ig;, to zoning code changes that will intelligently allow the village to evolve over the next twenty years. ransammnas ,,e11.. �,® as v The project culminated in a graphically rich and easy-to-understand L..D.ign 4e.1 .rn0 code tailored to the specific needs of the southern areas of the island. ghtof.vwo,9Aldth� : .1k wayType 12 a Development standards included references to local building types and �i V� sidewalk provisions for buildings that would enhance the public realm, invigorate local SUffei Lane Nme commerce,and encourage walkability for residents and visitors alike. daa '®;ami ®..Fish, ®e.Director H.Allowed Lihu'e Community Planirr �� '.. _ As part of its work on the island of /f - ,ice Kaua'i,Opticos collaborated with ,' , ,, v / local officials and the public to °� . ,.; "'' ��/j' • I� develop a community plan for the =e- dynamic capital of Kaua'i and a �3r — handful of nearby small towns. ,„ -dit Spa 1 ii tit' t4. -• I. ', !1 I Opticos started the project by +� ' ^ asking the community,"What �� --, ate" f"y --_� " 4._ is the Future Going to Be Like?" _ %� _ ` 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 r9r4 featured a Transect in line with local yq " . '.,. , 4 "�° preferences, including standards for ! 4/iL"w,' `4 > ix edge and village conditions,as well ^iii 11 as larger intensity standards to guide A_ future growth while keeping local j'�wui 1 I — 9(3�9� character. 24 Statement of Qualifications for County of Hawaii,Hawaii 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 important outcomes / 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 new master plans _ are under way for < � � services, parks, and streets; the �� city government Memphis3 O • 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 2019 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 ?''''' ; Getting Participation and Communicating Effectively ;. • • Illbik Prior to Opticos' involvement,the lik city had embarked on a self-lead n - 00 ' '"" engagement process for the N comprehensive plan update that ran into a roadblock due to an inability to M .. ,Y "" ° effectively communicate to community , members about how the planning v-°W „ process would work.The Opticos team, 0 'r) u” ` :4 ,u- collaborating closely with Bill Lennertz, �'"' ' worked with staff to define an effective engagement strategy to address these issues and to navigate the process through adoptions.The staff lead a b. 1 majority of engagement activities with strategic advising and content review wwakxm,,. Allir being provided by Opticos. 15,278 500 114 residents at public events letters to churches news mentions c. 4 4841333fa 780 aDpt ung followers iItY r public events newsletter signups S 1,170 45 4,903 letters to neighborhood community partners surveys taken Source:Planning Magazine organizations b, y girt ..r 4 i f \ :err We learned early on that many blIF residents, and even agency leaders, were not familiar with land-use planning. We quickly realized that we needed to ° �„ = connect authentically with � ' , % '� , { community partners and other ` 0• groups to have a productive planning process that reflected � the needs and desires of the city as a whole." } Ashley Cash e Comprehensive Plan Administrator arnor 1' 26 Statement of Qualifications for County of Hawaii,Hawaii 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 will have different needs,Opticos developed a planning strategy that r•� ', 4 recognized the unique characteristics Cie 1��' '�' and ambitions of each of the city's — '*'' i 14 planning districts. Local partners a.ySer _ 1# received direction,training,and supporting materials from Opticos 4 to conduct a series of planning `t workshops in each district. Utilizing '�' ` input from workshops,Area Plans 1 r were created for each district C..", and were incorporated into the Comprehensive Plan document „3 as a record of the community �3 conversations that took place throughout the planning process. ))-7 ,, . #m a. Sample Small Area Plan Based on Template Created by Opticos e p a s„! '- ...,...e---' eo�g�e� � au. u) , ,„ ___„ ..� a V _ ~ate x „^'°`'v ,� Ttae Cordova➢ ;�1 ` cn,.,L Y''',,.-1,i4,� ,- cyn ` �t0,0„,,,,o,„00 ds 0,,,,,,„,,,J ® 'YID , ±' i:, <1;- -- fJ 0 pedes'x`safeb- x • .. .r Mme„. � +a .w Community Planning (PL.4)Community/Regional Plans,General Plan,Climate Adaptation 27 Land Use Approach Based on Culture and Community Form Strategy for Implementing Change Land Use Map A Place-Based Approach to Land Use that Reinforces Walkability "� \ Opticos developed a land use In framework organized around "anchors" and "anchor neighborhoods" that prioritize infill development «w and infrastructure investment in "r' nei hborhoods across thethe cit Land �.' : � : use place types inform intended S. '., :e ,,,,t form and character of development amit— and provide a vision for the public ��, realm and land use.These place I., 11 s!. la types are integrated with the Degree '" '°° of Change framework to tie specific iirpolicies to different place types mil ' depending on local desire and capacity for change. N 4 N11 10 'I's„-11 p i, >i �64AIIw; \\1%111It '1'';. �k) S� '4 a le 0 1 1 1 Zt;'; 7' ',. 1 Q �� ®N .1 l :I 11 1 1 ti `4 ' 111 .1111'' - ,�- 1!11 1 Ills, Missing Middle Downtown • Housing Neighborhood e ,,,i ",-,, 0: ,, o ° -,J . I 4: �.i ...1111 i:► 41ti 1 '� , a, Neighborhood . 1,11,1,, Main Street ` "'°i _'Hi Single Family Iw y Neighborhood 944400400 / 00404040 - 1 -_ - 404044949 - it R ■� Q _ 1 �� 1 _ ' �_ P; ,4'„1 7 , �� 28 Statement of Qualifications for County of Hawaii,Hawaii Degree of Change Prioritizing Anchors as Cultural Focal Points and Frameworks for Investment Nurture Market conditions and community ST ELMOAVE z r Increase cultural preference meant that the amount and rate identity around FRAYSER BLVD u) Q YALE<'RC of change that could take place in different of anchors through set-asides for public locations across Memphis varied by art and programming min community.Opticos created a Degree of , J �aMEs RD p g g r\ 155 z o . within public spaces. Change framework that offered flexibility to f1. _ �� accommodate different market capacities Z� JW and community goals while promoting an z CHELSEA.AVE 'o equitable distribution of investment across - ` :, Q_-,JACKSON AVE f- MACON RD the City with "change actions"calibrated N N PKVyy , Q for the diverse on-the-ground conditions in • ;Va. SUMMERAVE 1111L Memphis. _.& POPLARAVE o c7 d ,7 ,,.;.t WALNUT GROVE RD { D a cENTRAL-AVE f \ o w SOTHERNAVEl7i r7 r S PKWY r7a PARK AVE Accelerate o E PERSONAVE BARRONgVE Itl o- Improve multimodal o / a Ili infrastructure to " BALL 9I z w employment centers iilik o - and within a mile to DEMOCRAT RD p d E BROOKS RD 'u) higher-capacity transit O E MITCHELL RD o 51-.-A, � Sustain stops. o m w ° w ocr � ''s,_� o �, W Encourage mixed-use } �- } " development through w` ap '��' w E RAINES� � � ix Q E RAINS' z .126, Q a o incentives at anchors y m m E SHELBY DR = with vacant and or, i -garJ �,{ J �' = blighted properties. ie E HOLMES RD o a F d o ,� How Does Investment Respond to Degree of Change? I �nmimM�; iP,N, YI,o, .) . Ilii! 'pp i $ i ii i 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, Highly Usable Planning Document `- The Opticos team was hired to provide vv the graphic standards and document �° : " ."% design template for the final plan r ,r document as well as to consult on document structure and content. M1 .p n .SeinPbt53GomPTehensvePl ..,, a ``; —' F It AFF 114 ►' V FV ti1. C r.,-; Contents r sy c k _ FBF ii-Pt \ gym ,o t.. # ..� •Man1 .,..�.em.. ma=r 16 cday 29 .kFo UsulgT.Plan 72 ' ,�o><:ws. r N 0,4Steet,ologyanclOastgri 122 r, 11. ,mow �. M ,reap 153 411,r District Priorities 2. fd` 0 ! ep `en Tran. nq"an a t�Al iv Giw rsa 1'N / i �I + . o ,_ s� �m, �d, a ai) 1M1 oPPORr NRr L1i, �p oPPORr NRr .o on ii<671 �� Ili _ _ _ e [ _ , = COMPLETE CORE EQUITABLE PROSPEROUSRND � ,,,,,,,,,,,,,,,,,,,,,,,,,,,, COMMUNITIES I PPORTUNITIE a FFORDRBLE COMMUNITIES 30 Statement of Qualifications for County of Hawai'i,Hawai'i Small Town and Rural Revitalization Strategies Various Locations, California • y �17{k, .-, ,l ,. I, { /,�Ai / 4 \`4.,r: , .ft `t. 't , � /1 Ali" AI l jl.�' ,^',.',A' , I .,1`� iSit v 1 i - -:,..,. 1 q} ....-., _-. , -4- :i_' t' ,4.; = 1 ~ } it trig' .' w - ; 1 { • eMM6111150- 4, t, Hitt.71, i L , ,� ,,,,„ , ..„7-4/ ;:°,,'“' , ., ;;,,-,,, ' 2,1 ,,,, , •,-- ', fh; .i' 1 , „iiK.,1 lit ' 1 Ie can �1.7� I ' f✓ .� 1 .1 (/��, ,r 1 �, - ti ... ti __ 7 _, • 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 170o along which people can bike,walk,or play.Where boarded-up buildings used Sacramento,CA 95814 916.448.1198 x 310 to stand,we've envisioned main streets where people can shop,eat,and play, jmeyer@lgc.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 be 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 , � 1 ' � . �i k We have completed over a dozen urban design plans and revitalization t'�e strategies for small towns and ` ,, unincorporated rural communities in Y ,. ; ,_ , California,as detailed below. R .%°` , 'r '' '' 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 Hawaii,Hawaii 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 LJ line of social,economic,and environmental 0171'1(05 Corporation responsibility. info@opticosdesign.com .. ' r j t tl ! k a .+r�?"s,- y..-"r••. 'Z 1r F F C t , ! A 4. ,A ^^ , r� f, r,- VVI `' :: i)"..•‘-' R, ' OPTIC0S rm, �ti d;. w 46.10...N), ,,, * �� , 1 f y 1"". (y}�'tr'4.h7.:, 7 >1 '=tom a.< �- ,'' '''' *r ,...„t,. ,te '" di Statement of Qualifications for z k��" a. CommunityPlanning x i Professional Services (PL.6) ,.. Land Use Codes/Studies, e ..,,:‘43—:. '''''':: Form Based Codes _. 0-7 }� q #wt A t t ;_ F E a t. Mt ,r, _ i I i f Ili t} � rd CP4 K i 3y a ::.''''r 666 ,Y. itiol-41r, , 1 , .,.., ,-,..., — : 44 : - ' e A w � 4 . G 4 f �se4a f �4� ± '-sem .c * ..., -, Fd e E i. „m � t k , d �' G ArE j f } �1 * ! t v . 4 'T•Y i Pha. ; r• 1Y 7 "ppp w ver 4 �-11 n�n a 1,� i � k' . i tly A„ 5.�. M1t \ A ,. 1 , '''..''''‘,,, ' 1 '‘ t. ,, \ ' 1 r i ,.. , 1::. , 1...— .,'";"-N 't .A. \ 7' „, ,,„ -- ,i ,,, , i I ft'.N s -.)-‘,,i b. s �..__ - � m 1 * — illil ' '' Prepared for June 30,2023 County of Hawai'i, Hawai'i Prepared For: Weare urban County of Hawai'i, Hawai'i Planning Department, County of Hawai'i, des i g n e rs a n d 101 Pauahi Street, Suite 3 Hilo, Hawai'i 96720 808.961.8288 architects w h o Prepared By: believe in the transformative power of OITICOS beautiful, Opticos Design, Inc. 2100 Milvia Street;Suite 125 sustainable Berkeley, California 94704 510.558.6957 walkable communities for all . Certified B Corporation- In orporationIn 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 30,2023 Mr.Zendo Kern Planning Director Planning Department,County of Hawai'i, 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 2023-2024 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,Kaua'i County adopted as a component of the South Kaua'l Community Plan and was awarded Department 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 Hawaii,Hawaii work in Marin County,California to provide ODDS for the County and 10 1 I _7, ,- participating small towns and a current effort for the Puget Sound Region to v provide a Middle Housing Toolkit of ODDS for 82 cities and 4 counties seeking . ' 1\i,'' 0.,,:; to implement Missing Middle Housing. Our 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 Charrette Institute and has experience facilitating and participating in over 100 �I,llll ""' ��;._ design and coding charrettes.We would be excited to provide this service to ,- - Hawaii County. N2r 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 t ,, on only a few projects each year,and we strive to provide our clients with high- 4quality, personal services with substantial involvement from our senior staff and (r �®L. , principals. � :t We look forward to future opportunities to work with Hawai'i County.We �r�Ji are also submitting a separate qualifications package addressing item PL.4 P ''' ( , ir L„� �, (Community Planning -Community/Regional Plans,General Plans,Climate 1 F '1 Adaptation)for your consideration. If you have any questions regarding our �_T • � �� qualifications, please feel free to contact me. q t �-- E Sincerely, )[ + Stefan Pellegrini,AICP,LEED AP,NCARB Principal stefan.pellegrini@opticosdesign.com Above:The palette of place types shaping the work Opticos has done in Kaua'i—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 Ootcos Who We Are , , _... 0 J __.- ......_____.--- . ,----D- _. , . . tr--_ , r AM , ___ f i - -lir-7:r I i 411 • , k- ! ,-- , _ _1 , I ,, r, _? ... .ii ,;. ,,. . .„--„, , _ ,_,,. Y 4 ).— f _ i, Yi (1 ' ' - 1' y ) ,„ I } JF.. Yy ted,�� A � I"Ad 'i'. �." ., \- - -- ... . ,,,,-.• ,...tde_:__ !,,,,1,0‘.,,,.:6,.. .„,. .„ : 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 rack& Community Planning (PL.6)Land Use Codes/Studies,Form Based Codes 7 Where we've worked 9 ° ° °° 9 ° ° °° 9 ° 9 °° ° ° 9 9 99 ° ° °° ° 9 9 9 9 9 01 - 7 ' - i ' 1 i I ""42/* 1 gm . — r . lk 7 , * t / it V; ) i .:— - , 11'k _.:#,,,,____,, A,,,,,;:s i **81#A o / ,+ 4 . 1 a `:_. 4'1 \\ IL —VW ,i____Ilii4,,, ._ — .atiook......ter. Our design solutions emphasize the creation of vibrant, sustainable Ie• communities, comfortable pedestrian environments, and memorable places that will withstand the test of time." pOSS b I t es• Daniel Parolek Principal,Opticos Design � pro m i se. 8 Statement of Qualifications for County of Hawaii,Hawaii B Corporation ki-kr.,\4:116i... \ '' : ::' ..,. \\ „ , m„„,4 rt '':$'',,,,4' I ' I / ''''0,'0., ' -- 1p ?6, r. _ k a j', A flit 1 w 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 i ;, . , ---,;:,:,,,,,,,,,,-.7,,,5„,,,,-,.p. 4.-„,„_, , -.4t;' ,....,, ,, � _ 3 • q G r, t ifff" ). Y t ' t. -9 r Y_ f d. i4r' 'rziAiT 'l' ..+��; , I ^ ( ` �. " -`, ['II/ I , f ,1. ltrs1 � , , �� r �� JL1 : „.. ,,,,_ 1 i 1 p ( y € ti r" tttjjj y - Ir f . . ffordab 1' it ^ ��.�]3 I ` I w j ;' , ` `catalyz w a d `f. .� ` a �� a^,, I h` ' �' ,, _. d -no l I g ❑ Historic station .y _ IV' ,,,,,,....,'—.01-_\\ Z ._ ------ 1 t i a ‘ y', ! fia1 1 .t `,. , 'o: accommodatesne 4 , r'' !� tzlei , ;� R passenger rail service y — --;-4,-.1i- . . � t 7 1 , 0 77--44, a stat 0 1 ❑ Active ground floors I ♦ �t. T localbusines@es .2itt .,_ .'� t_. ( -'� ," h, i .0 , ii �1 r' _......momaji ---- 1 -,„,-i--=', j n I F"S'A A i r ,A / ,, .'46 t r h-,`„J $I .e. '' v,..,, ' S, _ 7 a ' y r4 4A $ ..',.2'''=-=...'...':,.....----->Ex. :-."---._.-. i ... '.. f , it' — I ,� C i f i.:-.; 'l public spacet j �, >..h Slower traffic t _m" —= �, ° ki PU 6 pap�ti"V a �� d v--,,Y% ,i.. - dr aw °9 L, ,, 0000 a • of 0O . ,, 7. , r a o q"a 4a dd Q p a 01• C� .„n `s,r .. ,. "ot 'a , '�+Iw � a 7g'''' ' g..,po 0 0 ao o p Q :' �-�' i1- �• '"' ,�'n^.. s :: ' GA 0 0 °Q d • at Cl lkl `,esti 'ti t r �, � l Y°.°1 womg oQa �te n as ,l --' � li ,, a m fw / /VilL ra�O FA' � _p, a ' # \ s ' . kolitiii,-,g-,,-__ ____f?..vory,...," ..,,_,,,,-iii,----_,„4„"rmkeire'r''' ''''' ..r.,- - i,i;A, ' --t. '',, ,. 011114- ' knii NB lzr--- �C �r �00 � , \—' P"..dril . 1 4 0, ^raIIIININNI1111111,„: w atf s�`r V� 1,4 :kii alli 4"4::'' ' 1 �ali - ) �` iw. r --11, I' ' L4iC-'1 i= ~, a It'freill' i �tr' R ; *404 , 1. • �.... ♦ r ,. ei ;1 �It�� i6 s �.— i' -" -.- —-=- . l. y. ,.... ft ': o '' lel - l r !--', P --gf iv-zr- „, -,, - 4.1 -,,,A. .. I _ -._, ate : ,,4,./ j.. j- .,4iA� a Illustrative Plan '� Downtown Davis Specific Plan North Berkeley BART Visioning Study " t "a r, , .10 rt. - f A .y�,A' ti j�v i {,. ` €iii;-^ rr 0., 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 - f -:-------.,-, .,.„ ... .e" • pmpowNQAC � ' x ktA: AIM _. 0 ti diiE JfkI � � :: - : 4 ;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. So — timmemmal ',.., r; ' . lilt 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 Hawaii,Hawaii Focusec Digital Community Engagement: Website,Apps, Engagement Commenting Multi-Day Tools Toolbox Charrettes: Surveys Designing in Public Clear, hypergraphic Focused communication Workshops and visualization of ideas and concepts time • • 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 necessary. progresses. 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 V issi ng V id le Housing 3I ., t y _,y J - Iy. V s - R�y_�. IC��ihL.iiE^ tA�:�.loinn w: A �,. L".rl.'liex: r.,'ii::'or, buil t;x_F-ed :l :.:,.),,,I — f — — — 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: ThinkingBlg and Building Small to Respond missingmiddlehousing.com. Hundreds of thousands of visitors visit the website each year, to Today Housing C ,. '� -'. and it was voted one of Planetizen's top 10 Planning Websites of 2019. ao.., Daniel Parolek recently completed a book titled "Missing Middle Housing:Thinking Big Daniel Parolek a xE�o 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. FIB •i Professional � ,,� Builder ,4k AIA •llll Alliance / . 1111OIl Housing Solutions / � ''''' B ,. ,a na , r u �a ,� ., NEARaurgm kEN D 14 Statement of Qualifications for County of Hawaii,Hawaii Missing Middle Housing (contd .) ...„, „,-,,: .,,,, , r'' r Missing Middle Housing provides G YOUR = l'` homebuilders with a practical way to address 41 E �' E -, fr j 1( changing market and demographic trends— \4 = ', diversifying theirportfolios and investingin !IIIIIIiV 11 t•'_ P Y g communities in the process." �� , ,� �. ''��r� �' 1 '11:'--�; ',ii illtl 1 Amy Albert i'. I II Ii i i`-, •; ^� r�l�i Editor-in-Chief,Professional Builder .,� ,.;.7. �._ Public Sector Services Opticos Design works with public agencies,including Cities and Counties, to remove barriers and enable Missing Middle Housing.Specifically, we offer Missing Middle Scans'to identify barriers in Comprehensive Plans, housing policies,Specific Plans,and area plan.We then suggested Diversifying targeted zoning fixes or comprehensive updates to zoning codes and/ Housing options or plans for areas such as downtown-adjacent neighborhoods,areas with SYnailer Lots transitioning from Transit-Oriented Development,and corridors focused and SYnailer Homes on enabling this range of housing choices. Private Sector Services v Opticos Design works with developers to integrate innovative Missing , ,r ii, L m i:III Middle housing product types into their portfolios to respond to the gap in -a , ' the housing market.This work includes master planning and architecture t !4: International Leaders in Zoning Reform and Form - Based Coding „.. ,_ J.,,,, , :.,, Diverse Scales of x E �. FBCs by Opticos ' ;c p _ : Ii ave' r / '\ kL : a =i""- __ . 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 Kaua'i 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 /I Code Institute in 2004 —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. Includes coauthoring and peer Our FBC application evolved from small planning areas, neighborhoods,and downtowns reviews 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 Form Based Codes Award for the Downtown Benicia 2000:Opticos hired ,.�� - Mixed-Use Master Plan&FBC as extension of city 2002:Pleasant Hill BART ` ' a staff to administer Form-Based Code pro- ss,,---�" '�1,, p4?-4 n California's first FBC: forma Design Review 2008:Planetizen names Form- 1999 Tony Perez The Central Hercules P5 Based Codes in the Top 10 f 2000 =writes his first FBC District _ _ = 2005 planning books of 2008 b 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 Hawaii,Hawaii seirt i ) ,....?.. ,r,,_ , ..ar , ,,,,-,,,,,,•;:„„,,,,r4, ,Aktfroi. r, - alp . ,'4, ,tift4ie*-4/44.1*._AvA4tA' 0,•-*;-_.7,t,---),;...„-allyi 4,, , -A to r- , c,, -,„,-,-,..,,.,,,,, ...„,,,_?- , ,,,IN , ,. ii-. ,d):_, .,--_,„,-.10, .., ,, - ,A;0 Iti:.;t,vo 0 rirgo ;.,,,,,--,..:-K,,L., 143,s-4t, „... ,, ( mar ..0.- __,,,,,x. - -,_:,,,,,,, t 04 A :_ irait,, - , _ .".0. :-44,1,-. vi-4,,, „--..,,,,,- - , k :'_..- IP7,,,liercPigr '-'L ic'' -- .-14-"'''''' 1.'"' -- • . :--: LY.r.--.....--7- iP tik- ,i,'.-"_:, ,,!•--' -,4,-., , .,74-0:;frf , hh''(( 'A II --— - tif, ,da:maim 1.;- 1� ,-----v,---". AM /S. �. la a ao�,Heen��aa S. . 3 r 1, y.I`ll 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:Kauai 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 OO p O 2015 p 2013:Daniel Parolek L2014 CNU Charter Award 2011:Livermore Model Completes 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 KAUAIKA-KQU PLAN CINCINNATI ))i oVlan Pur the furore Memphis? r, , _- �at- :=7"`'—' II willtillM.li, ,_4.410, • ,IL-..i,..45..T.04)40,00, ^-1, 1,,, '1;172,. ',tat-L.-L-10 ,;17' , 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 V. 't5 ,,,,� SustainableStrategy Growth for the Capital City . �GaEsu.to.V> TMOJ'oE Libreville, Africa ri iii 4 v "� In partnership with 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. com } �I i 3 , �I 0 �Ya CNU Charter Award Grand ,` � ��r�r r A Prize 1 j i i I „ , 1I Cincinnati Form-Based Code � ' 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 Hawaii,Hawaii 2 Kcy Starr Stefan Pellegrini, RA, A I C P, LEED AP °�T�`°S Principal Stefan Pellegrini's educational degrees and professional experience in both lot 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- 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 Hawaii,Hawaii Dan Parole )<, AIA, RA OPTI(OS 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, ; ei 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 NE,UT code for downtown Mesa, AZ that generated over$500 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 Based 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 ScanTA4 King, San Francisco Chronicle and Deep DiveTM Greenville,SC Missing Middle Housing ScaniM and Deep DiveTM Greensboro,SC Culdesac Car Free Community Master Plan and Architecture Community Planning (PL.6)Land Use Codes/Studies,Form Based Codes 21 Tony Perez OPTI(OS Senior Associate, Code Team Leader fp, 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 111110 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 Hawaii,Hawaii Russell Toler, AICP OPTI(OS Senior Designer • • With experience in both the public and private sectors, Russell's expertise spans 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 SaHki, AICP OPTI(OS 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 44100, 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 Memberships a 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 Projects Recent Projects FBCs for Kaua'i County Richmond Livable Corridors 4 Form-Based Code South Kaua'i 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 `J Missing Middle Scan and Deep Lihu'e, HI 96766 Dive for the City and County of 808.241.4050 Greenville, South Carolina mwilliams@kauai.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 Planning + Coding NatioAward for Kauai Kaua'i County, Hawaii Crossroad te=e ,t Q °� � Small Village Large Village E37,L , 411V gi v q Town �.. r�+F,i-1D`l r. a'' '. .� :ass 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 APA 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 ;,; � +fro mwilliams@kauai.gov a �r r � jv, v\p 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": • 144‘iii, s. 100000..'''‘e. f. filrlI011 % /ill, 0 . I h._ 0 °)1 ,../4 li 01 1 t 49: ''''r) _.., ,,,„ .•,00,,, * ./... _/-;;-•-• 'it% lito.iiik..-') •-o-: - gik \ 41 ‘t* 4P-4r 100 \ 0,4111,,,,, :),,l'it - ' ''.-. , t4",,, ....,..b1 .-- 04,„000. Kauai General Plan •{ 1 :Ci 7.J S • • i .1. I 7 In collaboration with SSFM ,.f'r�' a;�t, t /•'.,.- \ �� International,Opticos has been �� ,w;� ` "' -._.. working to integrate walkable ."' "`�, "�i►;,:� ` r• ,i1, 4 - } ,...?4,....4.N.,.. community types into the General Plan land use framework.The ,d ,., • '�S. ��;��,��; �`` ,- Opticos team has facilitated a series ''v1 sf'..t. Rr.�,o i',:,+..k.•{'ea,' a of multiday workshops on the West ..1...• .. , „At"',.N. s .;r +;'`i• "m'-'p` Side and North Shore of Kaua'i ,:17-4':' `v4 °�Ittir .. « 4 -�,,.�a"' that aim to understand individual '- x: '� 1l �'.�.:..,.{ `' rr' �► . : 'r• communities'desired "degree of <? `i K i * st '1 ' a,... '°F`0:` s change"with regards to various �; %.- ''; -. ' •;,- i• 4 4-"*-,.:•�' ;` aspects of the built environment .f ';'": ifii-4-=••;...- •Z. ti -- and ways in which the General Plan -4` ,�, 3z '?1,4,---!••:"' �» : . *r't'` land use can guide this anticipated - 4. r �' change. Place Types have been ` .. ':.., w' utilized to summarize size, intensity, tiIv. 4 and character and correlate land use designations with new,form-based • zoning districts. I 1}/ :� 1 ti. 28 Statement of Qualifications for County of Hawaii,Hawaii South Kaua'i Form-Based Code Ndi9 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. anA M } '' iM in Guiding the planning and coding efforts were the concepts of preservation, evolution,and transformation.Opticos worked with the community to Il p k identify ways to preserve agricultural character and cultural history,which led , to zoning code changes that will intelligently allow the village to evolve over the next twenty years. The project culminated in a graphically rich and easy-to-understand L..D.ign 4e.1 .rn0 code tailored to the specific needs of the southern areas of the island. ght of.vwom,Aldth� �a Development standards included references to local building types and �i V� sidewalk provisions for buildings that would enhance the public realm, invigorate local SUffei Lane Nme commerce,and encourage walkability for residents and visitors alike. da= '®;ama ®avA9h, ®e.Director H.Allowed Lihu'e Community Plan / j%„' , _ As part of its work on the island of 4 / Vi U if.. Kauai,Opticos collaborated with / ,'AL., , � �; /„. local officials and the public to /- -- ,�// 1 develop a community plan for the dynamic capital of Kaua'i and a P '• ` _, » � - handful of nearby small towns. IIIA . a -ft -. ir.��% �(— ili• _ b t — �--,_ Opticos started the project by �, y asking the community,"What ��_ / is the Future Going to Be Like?" /�� Incorporating both microscale ( 1 M and macroscale 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 l''*+1 . -- wIri featured a Transect in line with local 1 ___L-________ 1 ,--J preferences, including standards for -, ,l,r ;�, . edge and village conditions,as well r. 44. ,,g : .« , _ as larger intensity standards to guide .,,�- future growth while keeping local 6i—.en—_ character. Community Planning (PL.6)Land Use Codes/Studies,Form Based Codes 29 Marin County Objective Design + Development Standards :,„,,t,,*,.,..,.,_ Marin County, California „ , , lti___ a ' , 14ek ,c,i-,...,/ 111 A •.". ' • 'II jt ) ,:lk ' \ .0 «-''f s s "r "I lit i,, ,__,,7 , q« - - ,_10-tiv, -.., , 1 VS g iik ii ii___1014-_-:, r i . e w f a r „, iw .i 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 Opticos Team Lead with Lisa 2.COVID-19 Online Strategies via Countywide Survey,Community Workshops,and Wise Consulting,Plan 2 Place Roadshows. Reference 3.Shared DNA,"Commonalities"among communities found throught Existing Jillian 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@marincountyorg 5.Multijurisdictional Coding Strategy,The Toolkit. 30 Statement of Qualifications for County of Hawaii,Hawaii ,� Multifamily Medium � j r ..... ç 1116: W. =, .41/41 ` NJ111 . ..,,.►�.Y_ 1 X19 I I,I� ,, • s 1 _ ...".„,...v..5„.A.,..,! . •• e.r -• a * syr ylVJ_rfl��,l��I,d. g ----i • grallid, r "V•�1.402..�� tioi"' .r, „:..:.,,,....:, . • _. . _ .... ,...,,,..„.„,..„.„,_.% •:::-......31r-1 E .,.. H . j Cr!•'^'• 'Ll,446•41t illiL'VZ7 11116 i/4 ,z...4!')..,:ii, 4' ,,.. ,,,,,A. . •• "\ViEji 1114.,-..44r4"ejggrf ::,....•—• :..,•• :‘,. ..,..4.4 kz,Al ". Neighborhoods that contain a mix of y �• a�.+, A+*4a�Rt - , `„�; c5 //ry` �r4.4. ..s. ei. house-scale and block-scale,multifamil building types with medium-to-large1.Shh. +y+�� .- . 0\ -----\\ \cill-g rbuilding footprints. � � �� Building Form: +�� •+ ."...„,41,...;..,:.,3.L.I r, lir '� ...ii,,,,,,„. _ �Mostly House-Scale ' ;' LMostly Detached r ..4;,T-4House-ScaleBuildin Types: \ \ �, Y� 4�ra 4 AHouse,Duplex,Multiplex, Ir ' Apartment Building Medium 'nti rT Block-Scale Budding Types: 14 . . £ " Apartment Building Large . 1� Building Front Setbacks: • l,„ •G It le `�� Small-to-Medium ��;' Detailed place type analysis Site testing illustrates potential for new in fill housing drives new standards to ensure compatibility ■.4 . .. -- .,,, . , i 1- -0 ,.,, ,,, 1.1 „,,, �� fir► , , 1 ...., .. „..4.,.. . ..._ .. ^#; STI �F., 4 d . II r ~I -t i ix p IIt Irw t, i. r. rlC, n 1*4 w i z. .r '.aim , ,' �.,1 (' craw .— .. 0 r M” w . -= Community Planning (PL.6)Land Use Codes/Studies,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 I\.�i design approach standards to generate three hypothetical development scenarios—typically ------...„„„.� small, medium, and large.These sites are often irregular, with many constraints that make them challenging to develop and to regulate. _ 111�1i11 ,' / • Why?The desired outcome will directly inform _ =, : the new objective design standards/zoning for \ r _ _ -4_ -- these sites, likely reducing community pushback '' when projects are formally proposed. Development Scenario 2: Medium/Large Scale 1, a PM ON nn m ng m_ oe n, PO J unsdic site 1593.1520.1530 Tiburon aye _ Soe oarnios U�1 Wra[ ( ' Ir(IFn�1 Yore Step Site Nursery 15 012 / '23 J s re SSA. �9-- GleanerGee 8.163 uensiry 32.8 du/ac 32.9- 0..1.nlaanarly Grose Floor Area 3].968 of -- FAR 1 31 ea �' res.Ratio PT 13a re Proposed lot erne Par dee., el � LotGavarage 22.2% 50% \ -- \ k1u Iding Goveraga -of -of Saesd P Pa.kr�g Prepoaed A.ra Grunt ,este 6rrta nder ST\ 4- -J Gu r9e V GarPort G \\4 0 a1 0 ap ''''-----5 fT-‘-\ L' Parking Count -- 51 aA b xe P Gross Floor Rrea ad 0 s1 Development Scenario 3:Small Scale SaA< Raaitlr rtiaooP.rpoaa �arc�mioRea 0320 al .. ' Average Areal Unit T06 satlu L] \. s Step 5a R antl rrttal lAn t Min antl Parking RaQUPed 4 � s Areal Gnrt Gount A a SPI25 Gaunt Stud r Q abets ?5 u 0 du Q s! I ap/du Q ap 825 andu l au 1 sp / 2 Betlroom 1.36ll aWu a2 au 22,]00 sl 1.25 ap/tlu 53 ap _ � ��`- ? ]Betlroom 1.600 sura 0 tlu 0 of 2.00 sp/tlu 0 sp .V ) 1 Bedroom 0 sl da 0 du 0 of 2.00 sp/tlu 0 sp \<4.4 j r ax Subtotals 4.30 3 tlu 303T5 st -- .se 43 111�rr%e 5��r'!/ m A b Crm marc al and Guest Par RaM1r Crural Total Parker.Renner. _._.. V d Guast 0 sp.', 0 assP 04 Commero al 300 s1/sp 0 as ,, i ► 9 Subtotals -- 0 ap 44.4114,44. I fi Ploposads Area Re.r - ' --- \c&_ 5'''''''- ' IIIA I"I 52 Publlo 3.210 of -- ` f 52 Pnrate 0 of - 3310 a Reno `J-�y'�` t \/\I sa Area cd 0 of 0 3.0 1 ! Pnrate 0 of 0 sada se Total 0 of -- 32 Statement of Qualifications for County of Hawaii,Hawaii Providing Extensive Place Characteristic Analysis as Foundation for Standards Place Types Atlas Left:Pages summarizing Rorridors Corridor,Center,and Neighborhoods Neighborhood Place Types based on existing Renters form.Each place type was identified and ill analyzed according to characteristics such as ir 01 height,setbacks,mix of L'1 till ` rt. = uses,off-street parking w w �� ="� �, �""`' �'� location,and building „ <p types. buildings1 block of attached and detached Up to 3 blocksof attached an I Up.3 blocks of attached and house scaleand block scale.,lings detached.use scale an I block scale detached medium block scale at near I.sidewalk Theseplace types ,a= hoo,a�faw residential ground ,a�dfew ground � �9,o��dfoo,ad � �d a�� Yp dd �dno buildings draw ml Ma��nory with ory were mapped across ItrBroMcale e ,m de° Scale Building AttachedMa of House Mostly Attached Mostly Detached Mostly Attached Mostly Attached Mostly the county to specify House Scale Building Types House House Scale Buil ling Types House Block Scale Building Types Commercial Building Civic Block Scale Building Tn. Block Scale Building Types Building where particular sets Main Street Building Main Street Building Main Street Building k Scale Building Types Block Scale Building Types II Building Front onms� e A Mostly Building Nonems,� _ zece dd�9 nst,�teudn9al of Objective Design Building Front Setl acks None Building Height Mostly One Story ff Street Parking Location Rear an I Sde of Lot Side an I Rear of Lot ' Two Stores Off Street Parking Location Off Street Parking Location Mostly Rear of Lot 0 Mostly Rear of Lot Ma of One to Two Stores Ur,to Three Stories Off Street Parking Location Building Iryks Stories Upto Three Stories Standards would apply es Up to Two Stories OffUpto Two o Mostly Rear of Lot Ma of Uses Mostly Mix of Uses Mostly HorEontal Mix of Uses Mostly HorEontal 10 ..°"ses Ver.. Ma of Uses Mostly Vertical Pm a Intersection Physical ExtentuP.o eon Physical Extent upa�ks 0 PhysicalESE s o,�a Blocks Physical Evan.Multiple Blocks .3 1 .a I .s .3 I .a .s .3 I .a 1 .s .3 1 .a 1 .s .3 1 a 11 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 Arc I.,Iltectural Stye Massing Elements:Roof Documentation 4=-, m,:..t=ti..mt,tv=i;=� .t. COUNTY OF 11111 el --I MARIN IM.1111.11111F A `7G va.o«.w...,—..e..m...>mmm...o...o....w..r>e....v>.o.uc.....,...... Objective Design and Development Standards Log Olt 11=21 Ilki -coo..ut Iltorr , ' El ', r r' bill 41 OBJECTIVE DESIGN+ ,,---,1-,_,----......,1.... °'� ' a.;;, DEVELOPMENT STANDARDS OPT Eros 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,A:Zones Overview r 4 Less Urban 0.08.070 Main Street Classical T3 Edge Neighborhood 22.03.030 T3 Suburban Neighborhood 22.03.040 I II it a r I rl yy�� F^v^w.. r-vf. q i j 1.I I Si-_ - �(.r1 l*1 ■ r,r tl��`.� , llNNg Zone Abbreviation Zone Abbreviation - 61415/.. T3EN T35,1 Sub-Zone(s) Sub-Zone(s) .. '. ,." None None 1ki Intent Intent - A walkaole neighborhoode ironment of small-to-medium A walkable neghborho tl environment of sma to i irk + x footp intens'y housing choices,supporting and medium footprint,ow-to-moderate-intens:y -- - wthin slam:walk ng distance ofneghborhootlsery ngreta she ces supporting and within short walking distance of and services neighborhood-serving retai and services. "" 1111111L- Desired Form Desired Form House Sca e E J dugs Hocse S.e Bu c rgs De:a h d3 Ungs Fr ma D ted Fu dings Oe+'rerol note:The images above and thedemptions in Subsections I and 2 below are in tended toprovideo beefovemem of the SmaltoMed.um Bu di ng Foo:prr: Sine coinlet.cm cc d g Footprint orzhiteciuml style orrdan=desmptive not regulatory Medium-to-Large Front Se:backs Sma ka Mac um ,,I,Sc:DaCks 1.Descriptionofstyle 2.Typical Characteristics Medium-to-Large Side Setbacks Sma do-Mec um S de Se:backs Man Street Classical style buildings combine Influences from late 19th century Symmetrical facade composition with Upto2.5 Stories enthou:3onus,up to 3 Stor es with Bonus Up ea2.5 Sco nJou:Bois:Up to 3 Stories with Bonus Classical Revival and pre-war American ma n street architecture-with bnck as proportions that imply load-beanng Shur u primary facade material,facades have a tripartite composition and often introduce House.Duplex Side-by-Sde.Fourplex,and Pocket Rocs Dp xSde-d, d -o[age Court Fourplex, ma y t Neghborhood Ne ghtorl-Doc Toner house,and Pocket Neighborhood ornament ria promxneet cornice- promnent.cornice with classical Porch Pro ecting,Perch Engaged,and Dooryard Frontage Porch Pmiecting,Porch Engaged,and Dooryard Frontage detailing and parapet or pedimented Types Types roof farms Regular pattern of vertically proportioned openings Brick and Strove do primary facade materials x.06.650 House Alley access required.ek exists alley access requirediraneyexists '.'' ' ''-'Pll / ''...,'"e.-- "' ._.:-...e::_":4•:)`',.r'r" ' I i: ! i i' i • /./i 7..a a '.''', . At- • ; - I ! HIH ,..,,:;_...t,._ .,.,,,...,..i.xt:..': Mil i� #, 8r d, 4- 1T .. a .1 I ,,..'.'t,,..g. Ei4..°Y,'44. ':I,2:;'... . ' I I- I .. : Fmrtt4reet "AKA ,, .. .. .._ w. 4.. . _ Key Key ,NIS; --RUA,Design cite one •Building --ROWE Design Site Line -Frontage Fmepie of House �y '" Building Setbaoc Ure Building setback Line Private Open space ''T^ y• b r'v 1.Description •t r - 11 A small-to-medium-sized,detached,House-Scale Building Height T3EN T4CN.M Main Entrance Location Front Street Q with one unit,small-to-medium setbacks,a rear setback,and T3SN MIBEEE located within a low-intensity,walkable• T4SN.5 Driveway dparking l cation shall comply with 0 • I s - T45M5.5 standard 5 tonbut the zone . j l aN I J',1', } Units p Building 1 x' Stories 25 max. 3.5 max Parking may be covered uncovered,or in a garage . i �..,r I u� I - a '' re. Buildings per Design Site 1 max2 Main Body' ^Anaddit onal unit the form of aJADU allowed T4CN Ai. 0 Private Open Space • th 40 erax. - - 'Nat including ADU .a - -,4=4,,...... -� ,�•- Depth 43'max 0 Area 3005f run Wiegls)!' Requ•ed setbacks and driveways de not count toward open Example of House Width 20'max. O space. i‘,* Depth 20'max. 0 Requ•ed orva t open space shall be located behind the Separation between Wings 15mn mai-cony bathe bulking. aunll`_ .-.. Offset from Main Body 5 min 0 7 IT Facades shall be designed compliance with Chapter ii , ;Specific ct Architectural Design) g g1.4011J IIli�1 I Onlyf d JADUD A Dwelling Unit) .1 I tII In compliance with Subsection 5 of the zone 'Height is limited to l story less than main body and 10'less to highest eave/parapet. Fmmpie of house General Note.-Rictus arr this page are rfeestrmivn not regulatory 34 Statement of Qualifications for County of Hawai'i,Hawai'i aaalxaMom St enew, spedncteau,din r.pes man eta la tyee 160 Mom Street no 7.Massing Composition(Continued) 7.Massing Composition(Continued) Flat L(2/3.1/3) Flat Courtyard This massing type divides the facade into three equal parts, This massing type divides the facade Into three parts,with 1 part projecting with a gable mot and 2/3 as a wing.The spoor The part set back substantially[o create a deep open roof is flat space The roof isflaL Number of Bays Flexible 0 Number of Bays Flexible 0 I� Main Body Width Max.allowed by Subsection 314\ \\ Main Body Width Max.allowed by subsection 3 I of this building type_ 1111 /:01111 otthis building type Massing Pmportons 2/3 0 / 3 0 ‘60 Hat-f(1/3+1/3 o1/3) 1 This massing type guides the facade into three equal parts, with the micdle third projecting.The roof is flat Number of Hays Rexible 0 Main Body Width Max allowed by Subsection 3 Front Gable of this building type This massing type isa 9mp{e rec[illnear form tha<Is deeper Massing Proportions T/3 each 0 than rt Is long.The roof Is sloped and may be either hipped le 10 Number of Hays Max all Main Body Width FleMax.allowed by Suosecnon 3 of this building type Side Gable Flat Forecourt This massing type is simple rectilinear form that is longer This massing type divides the facade into three parts,withN. than it is deep.The roof is sloped and may be either hipped the middle part setback slightly to create a shallow open orgabled. space.The roof is flat Number of Bays Flexible0 Number of Bays Fkexible 0 Main Body Width Max.allowed by Subsection3 1111 1 Ma n BoWidth Max showed by ubsect on 3 o his building type of this building type / A .as vm.wv,street cwtvta :08.070 Mum sva•cautvi Elements of Main Street Classical Style-Mixed-Use Prototype Note.-The enrage below is Intend edioproride a reference for archite tura!elements and a illustratve not regulator.ttis not an exhaustve lest of rtondards --O O for rapet standads Subsecbone 1 �_ f ' for standards) = 7 0 0 -0_ . . . .. Wall(See Subsection 3 for . . . .� standards) © -.. _. 0 . • . . Window(Seesubsection Parapet Seam Parapet Elevation 9 forsfantlards) ■ • ■ ■ FaraEI:=1 riffr Height ---- Roof Type Flat Overall S'6"min. 0 EIZEIIIIIIIIIIOIIIIIIOIIIIIIIIIIIIM C'''''' 1'8"min. 0 - •rtl Storefront(see Because this style does not allow sloped roofs,rake is not ''i'� ilir..1 subsection 1S for Fascia standards) regulated For wall-roof junction standards see Subsection Overall3'6"min. 0' Entry Door[See 8(Parapet) Lower Band 1'2'rrnn 0 1 Subsection i/for ---�� standards] Because this style does not allow sloped roofs,eave is not Lower Projection' 0 IliBase(See Subsection 4 for regulated For wall-roofjuncbon standards,see Subsection poem, 2'6"min 0- standards) 8(Parapet) Co ntl nous cornice required on all street facingfacades Prototypical buldjng Elevation Required Ornament 01"11 1112: Type _ oenrtna No wall standards apply to this style_See Subsection 16 Height Ire ron,2'0"max. 0 Width 10"min. 0 (Materials)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 I i ' ' , Transect num ; Zones Elements fIndustrial StyleBlock-Scale Prototype , i iy,..;, Richmond,CA rl \ t A Lrn I MI ' Mil '- \r 00 i0.- U: r/..�rr ®® ®®® ®® : : :I::: ::::: �D. �/77um zizm •.-------••••/ �� ::1■ : : ...a casaugallmmirs £NaL '®®i....® _'�� c ,._ am; •I mor - ::l 0 ,, o ii I1I Ir r. . ' ' . . - ' . : ' : . - . . . 11 1:::' — - ' * -, —. '\ ,'' ' ,' ' . :JL. 0111,05 . 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 Hawaii,Hawaii T4 Ne.ghbo I.,,,J(T4N) TS Co.„(TSC) 10,101. wn nnos°sa 1 Y - l .- IL ki e t ,;ri, - at . '�' p� F�- �� "� " u' to i0 may„ rl "-\l-ii-t-!.k,..•'. I1li &-,7, i7t,' Id .til=wda _T 2 , The form-based code provides standards for a range of g'"=it environments:from Downtown to established Missing Middle r ; neighborhoods,"‘ o i\ \ � a • h � c'i :,,r-0-0... ,t uI it f.a'1- %; ii f ( ti' ♦ k'-'4 .4.,;..,o y °n , ! � J r '\ : a .;,,,,::c1,--,,,,,\"4:.,71v-4.0f,;.166.41:::,-71,170..1,;:',r,,,,,,,,,,, ,,,,i„..:.--0,-)roi_vri:,,...-;11:...111:x:--sf:1:1,:dlifili kii,l''',00":"'''' ,, ri-,, ,,,,),,, ,,, ‘,,,,,,,,, :,„. --...--,,,,,,,,_„*.,,,, _ , ,. .... . , .,-..---- ' � 4,,,--. ,r 4 v This study implements urban agriculture and sustainability along all \ ,,,.,..L2-4 rP f a. �„-lar 1, ,,.ili+ �. scales of development. .�' ,, b. Y , M1i,i ,.rl�� w , .„ if,, ...,,,,i,-..,_, Y 8,U( „„ ,,a ,!\\ -8'4*' ,„ u � � �,�- p IP Vii ,..,,„.2 , ,,:1 ob f 2.__,_9,-..„,1,--...,,,,;., 0 .,low ,s lop i.1 [ _______. _.,.__ ___.-- h 4 11 �� II 1 IP r" IP i .II' '''....,i',-4....1,11,.!,1114\1:11\, ,ii :00:0;,,,,..701"......, :., .. isbff �� “ _ �� < 01 1 ' 4 _ "" ��.. '""— ___,.....---::::...,..,.---_ 4 �� `�h � Architectural standards in the code are calibrated to reflect ��i i� ) �� `� .� �. "w J �" local styles.The form-based code provides standards for ' - t a variety of places within the"Richmond Transect" from 1. Downtown to established Missing Middle neighborhoods. 4,v,a,,tis•` Community Planning (PL.6)Land Use Codes/Studies,Form Based Codes 37 Missing Middle Housing Scan'TM + Missing Middle Deep DiveTM City+County of Greenville, South Carolina Identifying barriers to Missing Middle Housing � Working with Opticos was not only educational, but the Missing Middle Housing project has - -� _ allowed us to tackle % f head on challenges of housing affordability - * and housing choice `� /� ate_ � i , J • tet__. • - ,� here in Greenville, South � ate ' f, 1] Carolina. Their services • ��,�� .� = have placed the Greater Greenville Association of Realtors in the center �- -� of Greenville's housing discussion." Chris Bailey ?�� :_ 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 Scanr", 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 DiveTM. 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 Hawaii,Hawaii cr� # = , ' ~Missing Middle Housing . .- " . k .. T ScanTM i � qk ' :AIL Where Missing Middle Works ' . ° Best in Greenville r. 4 Opticos analyzed Greenville's built 4 4 2 units i F '► r ' r '+e' ' 4 units0.4.„1 unit : 2 units T, form to identify existing centers and walkable environments suitable for , i h*� ! K t " h• e MissingMiddle Housing,and to focus � + ' 14� , ton where MissingMiddle Housingr IrR� + would most likely be successful. , .. -/„a " Identify Possible Barriers to _' " ��' Missing Middle Housing µ I �, mI -,,1 In the Scan'',Opticos analyzedI which of the Missing Middle types 1 unit 1 unit were allowed in each zone based on „ ',. . .q "TIIILL2 nit1 unit R . ' 1 unit several factors. Below is an analysis ;r ,.A -. - '> e- 1 • 1 unit of the maximum allowed density. " = + � Green indicates how much of eachTiter'' MMH type's potential is allowed. Pink `' ' "+ a,_ indicates unused or non-alllowed - ` '" potential. v ._ .., ._ ‘,,y. , :,,, Range of MMH Type 17* .Range Allowed 00 U n lirf +� 1l 0/ pit '''4hry 0,r'd f' I `� `o 0 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 0 100 R-6 0-6 du/ac R-9 0-9 du/ac RM-1 ■ . 0-10 du/ac 0 .5 I 0-15-15 du/ac 020 0-20 _ . 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 +.0 to Identify Compatibility with 4 Ili Missing Middle i -1 3 Opticos tested potential build out 4 on existing lots in 9 zones,focusing Am �! P Y on areas identified as suitable for e1___, Missing Middle Housing in the MMH ScanTM.This resulted in findings 4 from a variety of sites, a diversity .4, + C of lot types and on-the-ground 41 conditions across Greenville. 40. F 1,. I, Pr 1!!f 1 sO /// �� - V. f -jtia(4,„,_ iii..„...., Key 'Q �� / O West Earle Street ' ■ p0. A --4.1' '° 4' t O Hampton-Pinckney � ., , �' s Historic District O oo� =� l gi- . �' O Heritage Historic r 4 District to 0 i nm *. .sy CO ,.'v F° West Greenville O Sterling r O Greater Sullivan �� 't , O Haynie-Sirrine f F. ■.0 41°'lira p0 Boundary of Walkablej Environment • ,444 ▪ Block with all or some -� I .i.-",55'x 100' lots within t p ii Walkable Environment i Block with all or some 1 If 55'x100' lots outside i Walkable Environment Walkable Center Ilio City of Greenville 40 Statement of Qualifications for County of Hawaii,Hawaii Al ."*., \ . "I%/1 ...1, , C \ e it a b R & bi i ' /, �JJ Doo ,11 * RM-2 Zone,40'x120'Lot Size •" RM-2 Zone,55'xMO'Lot Size ., Max.Envelope per ExistingStandards /- ♦ Allowable Development per Existing Standards Building Form 7 • Lot Area of Tested Lot 4,800 sf Building Form /._ o' •i�S• Resultant Footprint 2,200 sf ' ,0:1',/Min.Required Lot Area none f.'R'i % Resultant Height/Stories 35'/3 ' Max.Height 40' / ,, y e Resultant Lot Coverage 40% Max.Lot Coverage 40% / i 0 ` <d✓ ,� '� Parking G • `"' li "" Min.Spaces Required 2 Min.Parking Spaces 2 per unit for single _• F L ° e family;1.5 per unit k{ " Density rfor multifamily t "� Number of Units 1`IL 44" Density �`, •/ Resultant Density 8 du/acre ` a Max.Allowed Density 20 du/acre �'A• Limiting Factor parking,side ,... ' setbacks 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, Opticos showed which MMH types would fit on the same ..4p�� lots if allowed. . Zoning-Related �:+-: . ,., b Recommendations S RM-2 Zone,55'x 70O'Lot Size " Missing Middle Option'I r .w •♦ Building Form .-.....-„. 17 orm ,p - - Resultant Footprint 1,560 sf Resultant Height/Stories 3272 Resultant Lot Coverage 28% / .. Parking ' Spaces / Spaces Required 4 '}r *F Density a Number of Units 4 / Resultant Density 32 du/acre ,'' Recommendations:11 policy-related,21 zoning-related. Community Planning (PL.6)Land Use Codes/Studies,Form Based Codes 41 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 LJ line of social,economic,and environmental 0171'1(05 Corporation responsibility. info@opticosdesign.com