11-18-2019 Agenda Packet BOCPERSON COUNTY
BOARD OF COUNTY COMMISSIONERS
MEETING AGENDA
304 South Morgan Street, Room 215
Roxboro, NC 27573-5245
336-597-1720
Fax 336-599-1609
November 18, 2019
9:00am
(Meeting to be held in the County Office Building Auditorium)
CALL TO ORDER………………………………………………….. Chairman Newell
INVOCATION
PLEDGE OF ALLEGIANCE
DISCUSSION/ADJUSTMENT/APPROVAL OF AGENDA
RECOGNITION OF LOCAL GOVERNMENT DAY ….. Welcome & Introductions
INFORMAL COMMENTS
The Person County Board of Commissioners established a 10-minute segment
which is open for informal comments and/or questions from citizens of this
county on issues, other than those issues for which a public hearing has been
scheduled. The time will be divided equally among those wishing to comment.
It is requested that any person who wishes to address the Board, register with
the Clerk to the Board prior to the meeting.
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ITEM #1
DISCUSSION/ADJUSTMENT/APPROVAL OF CONSENT AGENDA
A. Approval of Minutes of November 4, 2019,
B. Budget Amendment # 10,
C. Resolution for Designation of Applicant’s Agent for NC Division of
Emergency Management Hazard Mitigation Grant, and
D. Tax Adjustments for November 2019
a. Tax Releases
b. NC Vehicle Tax System pending refunds
NEW BUSINESS:
ITEM #2
Second Reading to Adopt November 2019 Solid Waste
Disposal Franchise Ordinance ……………………………………… Chairman Newell
ITEM #3
Person County Recycling Center/Polywood Partnership ………….. Amanda Everett
ITEM #4
Licensed Clinical Social Worker for Person Family Medical
Center to Work in Person County Schools …………………………….. Laura Jensen
ITEM #5
Old Helena School Inclusion on Study List for Potential
Nomination to National Register of Historic Places …………………… Laura Jensen
ITEM #6
Joint Comprehensive Land Use Plan Consultant Selection …………….. Lori Oakley
ITEM #7
Resolution Establishing 2020 Schedule of Regular Meetings for
the Person County Board of Commissioners …………………………….. Heidi York
CHAIRMAN’S REPORT
MANAGER’S REPORT
COMMISSIONER REPORTS/COMMENTS
Note: All Items on the Agenda are for Discussion and Action as deemed appropriate
by the Board.
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November 4, 2019
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PERSON COUNTY BOARD OF COMMISSIONERS NOVEMBER 4, 2019
MEMBERS PRESENT OTHERS PRESENT
David B. Newell, Sr. Heidi York, County Manager
Gordon Powell C. Ronald Aycock, County Attorney
Jimmy B. Clayton Brenda B. Reaves, Clerk to the Board
Kyle W. Puryear
B. Ray Jeffers
The Board of Commissioners for the County of Person, North Carolina, met in
regular session on Monday, November 4, 2019 at 7:00pm in the Person County Office
Building Auditorium.
Chairman Newell called the meeting to order. Commissioner Powell offered an
invocation and Commissioner Clayton led the group in the Pledge of Allegiance.
DISCUSSION/ADJUSTMENT/APPROVAL OF AGENDA:
A motion was made by Commissioner Powell and carried 5-0 to approve the
agenda.
PUBLIC HEARING:
APPLICATION FOR A SOLID WASTE DISPOSAL FRANCHISE ORDINANCE
FOR THE UPPER PIEDMONT REGIONAL LANDFILL OWNED AND
OPERATED BY REPUBLIC SERVICES OF NC LLC:
County Attorney, Ron Aycock outlined the NC General Statute and information
required as the Board of Commissioners was set to conduct its public hearing for an
Application for a Solid Waste Disposal Franchise Ordinance for the Upper Piedmont
Regional Landfill owned and operated by Republic Services of NC, LLC. The Landfill is
located at 9650 Oxford Road, Rougemont, NC 27572. In summary, all the information
required to be in the franchise ordinance is governed by NC General Statutes 130A-
294(b1)(2)(a)-(f) and includes:
a)A statement of the population to be served, including a description of the
geographic area;
b)A description of the volume and characteristics of the waste stream;
c)A projection of the useful life of the sanitary landfill;
d)An explanation of the franchise’s consistency with the County solid waste
management plan;
e)The procedures for County oversight and regulation of fees and rates; and
f)A facility plan with details of the physical characteristics of the landfill.
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November 4, 2019
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Mr. Aycock stated the Application for the Franchise Ordinance that was being
considered by the Board of Commissioners contains the aforementioned information and
has been and continues to be available for public review at the County Manager’s Office
and at the Public Library.
Mr. Aycock said that following the public hearing the Board of Commissioners
may consider action related to the First Reading to adopt the Solid Waste Disposal
Franchise Ordinance. If viewed favorably, the Board may conduct its Second Reading vote
to adopt the proposed franchise at its regular scheduled meeting on November 18, 2019.
A motion was made by Vice Chairman Jeffers and carried 5-0 to open the duly
advertised public hearing for an Application for a Solid Waste Disposal Franchise
Ordinance for the Upper Piedmont Regional Landfill owned and operated by Republic
Services of NC, LLC.
The following individuals appeared before the Board to speak in favor of the
Application for a Solid Waste Disposal Franchise Ordinance for the Upper Piedmont
Regional Landfill owned and operated by Republic Services of NC, LLC:
Ms. Marji Stehle of 159 Possum Trot Lane, Semora told the Board that she had
visited the landfill and found it to be a modern and clean facility. She stated that Republic
has been a great partner for the community noting they have made donations to the Library
and to Uptown events.
Mr. Shane Walker of 2440 Whitehall Park Drive, Charlotte, and Area President for
Republic Services for the Mid Atlantic Area thanked the Board of Commissioners noting
Republic would be committed to be a good neighbor and community partner as they meet
the solid waste needs of Person County.
There were no individuals appearing before the Board to speak in opposition to the
Application for a Solid Waste Disposal Franchise Ordinance for the Upper Piedmont
Regional Landfill owned and operated by Republic Services of NC, LLC.
A motion was made by Vice Chairman Jeffers and carried 5-0 to close the public
hearing for an Application for a Solid Waste Disposal Franchise Ordinance for the Upper
Piedmont Regional Landfill owned and operated by Republic Services of NC, LLC.
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November 4, 2019
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FIRST READING TO CONSIDER ADOPTION OF THE NOVEMBER 2019 SOLID
WASTE DISPOSAL FRANCHISE ORDINANCE FOR THE UPPER PIEDMONT
REGIONAL LANDFILL OWNED AND OPERATED BY REPUBLIC SERVICES
OF NC, LLC:
A motion was made by Vice Chairman Jeffers and carried 5-0 to adopt the
November 2019 Solid Waste Disposal Franchise Ordinance for the Upper Piedmont
Regional Landfill owned and operated by Republic Services of NC, LLC.
The Board will conduct its Second Reading to adopt the proposed November 2019
Solid Waste Disposal Franchise Ordinance at its regularly scheduled meeting on November
18, 2019.
PUBLIC HEARING:
REQUEST TO CHANGE THE NAME OF FOXWOOD DRIVE TO FOREST
DRIVE IN THE DATABASE OF ROADWAY NAMES USED FOR E-911
DISPATCHING:
A motion was made by Vice Chairman Jeffers and carried 5-0 to open the duly
advertised public hearing for a request to change the name of Foxwood Dr to Forest Dr in
the database of roadway names used for E-911 dispatching.
Sallie Vaughn, GIS Manager informed the Board that due to issues with
emergency response, mail delivery, and package delivery, a majority of residents have
agreed to change the name of their private road from Foxwood Dr to Forest Dr. She
noted the Timberlake Volunteer Fire Department (TVFD) brought forward emergency
response issues within a Timberlake subdivision. She said that during a visit to each
home by GIS staff and TVFD leadership, residents confirmed emergency response,
mail, and package delivery issues due to a nearly identical road name within the same
subdivision. To mitigate these issues, it was determined that the road name should be
completely changed.
Ms. Vaughn stated six homeowners would be affected by changing the name of
this private road. One homeowner, on the corner of Foxwood Dr and Foxcroft Dr,
preferred to change their address to Foxcroft Dr; of the remaining five homeowners, four
or 80% returned forms listing Forest Dr as their preferred road name, which exceeds the
75% percent consensus required by the Ordinance Regulating Addressing and Road
Naming. One homeowner did not return the required forms despite repeated attempts
but verbally confirmed his agreement with a neighbor.
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November 4, 2019
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Ms. Vaughn said that by changing the road name, five residences are required to
change their addresses. Property owners were made aware of this possibility during the
in-person visit, and they will be instructed again via certified mail; they will have one
year to incorporate their new address. Both the old addresses (Foxwood Dr) and new
addresses (Forest Dr) will be active in the 911 system during that time.
As required by North Carolina General Statute 153A-239.1(A), a public hearing
notice was published in the Roxboro Courier-Times. A sign advertising the public
hearing was placed at the proposed roadway location approximately two weeks prior to
the scheduled public hearing.
Chairman Newell questioned that there was an existing Forest Drive located in the
Longhurst area. Ms. Vaughn stated while she would prefer a different road name, one that
did not having a similar or matching name, the existing Forest Drive is located in Roxboro
and she agreed to bring the residents’ majority agreed road name that would be located in
Timberlake and thereby compliant to the County’s Ordinance.
There were no individuals appearing before the Board to speak in favor of or in
opposition to the request to change the name of Foxwood Dr to Forest Dr in the database
of roadway names used for E-911 dispatching.
A motion was made by Vice Chairman Jeffers and carried 5-0 to close the public
hearing for a request to change the name of Foxwood Dr to Forest Dr in the database of
roadway names used for E-911 dispatching.
CONSIDERATION TO GRANT OR DENY REQUEST TO CHANGE THE NAME
OF FOXWOOD DRIVE TO FOREST DRIVE IN THE DATABASE OF ROADWAY
NAMES USED FOR E-911 DISPATCHING:
A motion was made by Commissioner Powell and carried 5-0 to approve a request
to change the name of Foxwood Dr to Forest Dr within the Timberlake subdivision in the
database of roadway names used for E-911 dispatching, as presented.
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November 4, 2019
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INFORMAL COMMENTS:
The following individuals appeared before the Board to make informal comments:
Ms. Jessica Aguilar of 605 Bethel Hill School Road, Roxboro stated she was a new
resident in the Woodsdale area and she immediately looked for a fire and rescue
organization to join. She said she was aware of the history with Woodsdale Volunteer Fire
Department however, they are working to surpass the minimum state standards to best
practice, tracking vehicle maintenance, submission of weekly call reports to the state as
well as responder certification and recertification of the current 19 community members
on the roster. She noted the community was engaged and wanted to maintain the fire
department.
Ms. Christina Royster of 1417 Royster Clay Road, Roxboro stated her complaint
that paid county employees are providing services and legal advice to the opposing group
in the community and not to the board of the fire department; she opined this is a conflict
of interest and requested that they recuse themselves in the active debate.
Mr. Jack Nichols, Attorney at Law, of 4700 Homewood Court, Suite 220, Raleigh
stated his firm was retained by the Woodsdale Volunteer Fire Department board of
directors (Mr. Greg Freeman and Mr. Womack) noting they had filed an appeal with the
state. He said as a former Wake County commissioner and Chair of the Public Safety
Committee, he never had to face the issue that the Person County Board of Commissioners
was related to competing non-profit organizations. He stated he had no knowledge of
what the other speakers referred, and no knowledge of the procedures of any such meeting.
Mr. Nichols stated they may have to file a lawsuit and have the Court adjudicate it noting
that was not a responsibility of the Board of Commissioners. Mr. Nichols recommended
until a valid determination was made on who was the valid authority for the fire department
to hold any such appropriations in escrow.
DISCUSSION/ADJUSTMENT/APPROVAL OF CONSENT AGENDA:
A motion was made by Commissioner Puryear and carried 5-0 to approve the
Consent Agenda with the following items:
A. Approval of Minutes of October 21, 2019,
B. Budget Amendment #9,
C. Application NC Education Lottery Funds to Replace Interior Cameras at
Person High School at estimated costs $49,500,
D. Application NC Education Lottery Funds to Repair Stairwell and Landing at
Person High School at estimated costs $45,000,
E. Application NC Education Lottery Funds to Replace Room Divider in the
Multipurpose Room at South Elementary at estimated costs $35,000, and
F. Home & Community Care Block Grant Final Funding Report for FY2019
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November 4, 2019
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UNFINISHED BUSINESS:
A RESOLUTION AUTHORIZING SUPPORT FOR & RECOGNITION OF THE
EFFORTS TO SECURE AND REBUILD ADEQUATE FIRE PROTECTION IN
THE WOODSDALE COMMUNITY:
Ron Aycock, County Attorney recounted recent events to the Board as he presented
a Resolution authorizing support for and recognition of the efforts to secure and rebuild
adequate fire protection in the Woodsdale community.
Person County was notified on August 9, 2019 by the Office of State Fire Marshal,
of Woodsdale Volunteer Fire Department’s failure of inspection for a 9s rating and
decertification of the department. The Woodsdale Volunteer Fire Department (WVFD)
retained legal counsel and filed a timely appeal to the State. This appeal suspends the
decertification process until the appeal is ruled on by the State.
On October 3, 2019 a community meeting was held in Woodsdale with more than
80 community members in attendance. The group voted unanimously to dismiss the
existing board of the WVFD and to elect 12 new board members. The new board met on
October 6th and elected officers, they appointed a fire chief, as well as filed an appeal with
the State contesting the decertification. Person County Emergency Services Director has
been in attendance at these meetings and reports that the new board desires recognition and
support to resolve the current situation of the WVFD.
On October 22, 2019 the new WVFD board met and discussed the results of the
October 21, 2019 County Board of Commissioner’s meeting. The conclusion of their
meeting was a vote for a new President and to reaffirm their previous action to request that
the Commissioners adopt the Resolution.
Mr. Aycock noted the Resolution offers recognition and support to the new board
of the WVFD and would authorize the following:
1. Recognize the new board of the WVFD as the official governing board for
the WVFD.
2. Authorize the county staff and attorney to be able to provide assistance to
this new board during this transition of the WVFD.
3. Authorize a contract amendment with WVFD where some funding could
be dispersed per individual invoice or written request for payment as
needed and coordinated through the County’s Emergency Services
Director, so long as the board is making progress on the current contract
requirements and moving forward to ensure service for the district.
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November 4, 2019
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Vice Chairman Jeffers asked the former WVFD chief in the audience, Mr. James
Royster, did the WVFD have an official meeting to take action to amend its bylaws to
reduce the number of board members to six. Mr. Royster stated there was no official
community meeting. Vice Chairman Jeffers asked Mr. Royster if there was anything
coming as required by the County’s contract, i.e., an audit or records to show where the
County’s $123,871 that was appropriated to WVFD last year had been spent to which Mr.
Royster stated they had not heard back from their auditor. Commissioner Puryear asked
Mr. Royster who was the audit firm; Mr. Royster could not provide the name of the firm
but indicated the audit firm was located in Zebulon.
Commissioner Clayton and Mr. Aycock both noted an organization, i.e., WVFD,
may change its charter and/or bylaws through proper procedures of its membership vote to
be valid and that the County has no authority for that process but only to authorize, contract
and provide funding with such organization. Mr. Aycock stated the conflict, if any, was
between the old board and new board of the WVFD and was not under the authority of the
County. Mr. Aycock said the Board must decide which board to recognize, contract with
and provide funding.
Vice Chairman Jeffers questioned how the Board could contract with the old
WVFD board who received over $100,000 in taxpayer’s money and have no idea how it
was spent along with the state informing the Board that the WVFD under the old board
was not meeting the certifications to be a fire department. He went on to say the County
created a fire tax to help the citizens by providing volunteer fire departments more funding
to lower the ISO rating and WVFD is losing the rating they have. He added that the old
WVFD board’s bylaws state 12 members on the board but they did not have 12 members.
Chairman Newell questioned the need to vote until a determination by the state to
which Mr. Aycock said that was a policy decision by the Board of Commissioners. Mr.
Aycock affirmed the 9s fire rating would remain in place until such determination by the
state and staff had confidence in the new WVFD board. Mr. Aycock added that he had not
represented in his capacity as an attorney to either side of the debate.
County Manager, Heidi York stated for the Board to recognize the new WVFD
board, it would help insure continuation of services in the Woodsdale community. She
questioned the use of county public funds to prosecute appeals to defend actions that did
not occur for decertification. Chairman Newell asked if the County could request the last
funding appropriation be returned to the County to which Mr. Aycock stated the request
could be made. Chairman Newell noted established facts were that the old WVFD board
was in breach of contract with the County as well as failure to maintain state requirements
to be a certified fire department. Mr. Aycock said the County had notified the WVFD
board of contractual violations yielding no further funding however the contract with the
organization remains in force to keep the 9s fire rating. Without a valid contract, the
community will lose its 9s fire rating immediately. Mr. Aycock stated should the matter
be taken to court, the County would need to recognize the prevailing WVFD board.
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November 4, 2019
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Commissioner Powell voiced support of the Resolution that was before the Board
and commended the citizens reorganizing for a viable fire department for the community.
Ms. Laurie Dunn, newly elected WVFD President came before the Board and stated
that the new WVFD board had met and unified its focus. She requested the Board of
Commissioners to adopt the Resolution to recognize the new WVFD board. When asked
if the WVFD was running or missing calls, she did not know. She said the new WVFD
board had repeatedly asked to meet with the new board but they have consistently refused
to meet or share information. She indicated there have been medical calls going
unanswered but she was not aware of any missed fire calls.
A motion was made by Vice Chairman Jeffers and carried 5-0 to adopt the
Resolution Authorizing Support for & Recognition of the Efforts to Secure and Rebuild
adequate Fire Protection in the Woodsdale Community with the new board under WVFD
President Laurie Dunn.
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November 4, 2019
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November 4, 2019
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Chairman Newell made a motion for the County to not write any more checks
without Board approval; he withdrew his motion prior to action.
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November 4, 2019
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NEW BUSINESS:
AUTHORIZATION TO EXECUTE A 20-YEAR LEASE OF TWO STRANDS OF
SURPLUS DARK FIBER:
At the Board’s September 23, 2019 meeting, the Person County Commissioners
adopted a Resolution Declaring Two Strands of Fiber Surplus Property and authorized a
published Notice of Intent to enter into a Lease Agreement per NCGS 160A-272 (a1) upon
approval at the Board of Commissioners’ meeting on November 4, 2019.
Chris Puryear, IT Director stated staff are working with a consultant and
RiverStreet to finalize the Lease Agreement to bring before the Board at a future meeting.
Mr. Puryear updated the Board on the progress thus far:
The original grant agreement with Person County was executed on March 30, 2017
and allows RiverStreet access to two strands of fiber at no charge until the grant agreement
expires on March 30, 2021.
The current request from RiverStreet is to pay Person County a combined lease and
maintenance fee of $1,686.90 per month for a term of 84 months which totals $20,242.00
annually for seven (7) years beginning on April 1, 2021. The acceptance of monthly
payments extends the maintenance period for two years and nets the County an additional
$18,200 in total revenue for accepting monthly payments.
Mr. Puryear explained the previous proposal was for a one-time upfront lease fee
that has now changed to a request to be extended over an 84-month period/seven (7) years.
Mr. Puryear stated staff will work to finalize the lease for consideration at an upcoming
Board meeting unless there were objections to the changes as presented.
Mr. Puryear stated no action was requested at this time. He requested the Board to
defer authorization to execute a 20-year Lease of Two Strands of Surplus Dark Fiber to a
future Board meeting.
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November 4, 2019
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APPOINTMENTS TO FULFILL VACANCIES ON THE JUVENILE CRIME
PREVENTION COUNCIL AND RECREATION ADVISORY BOARD:
Clerk to the Board, Brenda Reaves presented the following citizen applications for
consideration of nomination and appointment:
Juvenile Crime Prevention Council (JCPC)
2-Year Term for the District Attorney or designee
Currently, there has not been a representative attending the JCPC meetings from the
District Attorney’s Office due to changes in staff. A letter was sent to the District Attorney
requesting representation. Ms. Alisa M. Black, Assistant District Attorney has submitted
an application for appointment.
A motion was made by Vice Chairman Jeffers and carried 5-0 to appoint Alisa M.
Black, Assistant District Attorney to the JCPC for a 2-Year Term.
Recreation Advisory Board
1 position for an unexpired term to 6/30/20 available
The Recreation Advisory Board, through its Ordinance, advised Dawn Wright her
appointment was rescinded due to excessive absenteeism. This vacancy was advertised on
the county website and an application was received by Dr. Rodney Peterson,
Superintendent of Person County Schools.
A motion was made by Commissioner Clayton and carried 5-0 to appoint Dr.
Rodney Peterson to the Recreation Advisory Board to fulfill an unexpired term to June 30,
2020.
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November 4, 2019
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SCHEDULE A BOARD MEETING ON DECEMBER 16, 2019 TO DISCUSS A
TRAILS AND GREENWAYS INITIATIVE WITH WAKE COUNTY
COMMISSIONER SIG HUTCHINSON:
Commissioner Clayton requested Board consideration to schedule a Board meeting
as requested by Wake County Commissioner Sig Hutchinson to discuss a trails and
greenway initiative using railroad right-of-way in Person County. At the Board’s last
meeting on October 21, 2019, Commissioner Puryear suggested having the Chairman and
Vice Chairman meet informally with Commissioner Hutchinson; Commissioner Clayton
stated he personally knows Commissioner Hutchinson and desired to be a part of the
discussion. Chairman Newell asked Commissioner Clayton and Vice Chairman Jeffers to
meet informally with Commissioner Hutchinson to which all the commissioners consented.
CHAIRMAN’S REPORT:
Chairman Newell reported he has asked the County Manager to investigate the
possibility of the Senior Center to sublease part of their current space to other short-term
tenants, i.e., rental of space, in particular the building that was formerly used as a church
to generate revenue. County Manager, Heidi York stated an amendment would be required
to their current contract that exists with the Kerr Tar Council of Government board. Ms.
York said she would bring back information at one of the Board’s upcoming meetings for
consideration.
MANAGER’S REPORT:
County Manager, Heidi York reported that Commissioner Puryear has proposed
staff to review for a possible text amendment to the Junkyard Ordinance related to the
screening requirements if visible from a public road, or from a school. Commissioner
Puryear stated the proposed amendment may correct a unique situation whereby a resident
lives behind someone where the ordinance is being used for other reasons. Commissioner
Puryear requested to authorize staff to review for a proposed text amendment.
Commissioner Jeffers requested to also include screening from a church in the proposed
amendment.
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November 4, 2019
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COMMISSIONER REPORT/COMMENTS:
Vice Chairman Jeffers stated his term as Chairman on the Community Action
Advisory Council recently ended. Vice Chairman Jeffers said Telamon receives
Community Block Grant funding on behalf of Person, Caswell and Rockingham Counties
and anticipated an increase in funding however they do not have a dedicated space to meet
with clients in Person County. He asked staff to investigate if the County, Piedmont
Community College or another site could accommodate Telamon staff meeting with clients
on a regular basis.
There were no further reports from Commissioners Powell, Clayton or Puryear.
ADJOURNMENT:
A motion was made by Commissioner Puryear and carried 5-0 to adjourn the
meeting at 8:01pm.
_____________________________ ______________________________
Brenda B. Reaves David B. Newell, Sr.
Clerk to the Board Chairman
(Draft Board minutes are subject to Board approval).
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11/18/2019
Dept./Acct No.Department Name Amount
Incr / (Decr)
EXPENDITURES General Fund
General Government 3,354
Public Safety 49,356
Human Services 3,329
REVENUES General Fund
Intergovernmental 24,356
Other Revenues 3,354
Fund Balance Appropriation 28,329
Explanation:
BUDGET AMENDMENT
Receipt of 2018 Governor's Crime Commission Grant for Sheriff's department ($24,356);
receipt of vehicle damage claim for Fleet vehicle ($3,354); appropriate fund balance in the
Law Enforcement Restricted Fund for authorized purchases ($25,000); carryforward of
purchase order from FY19 for DSS ($3,329).
BA-1017
AGENDA ABSTRACT
Meeting Date: November 18, 2019
Agenda Title: Resolution for Designation of Applicant’s Agent for NC Division of
Emergency Management Hazard Mitigation Grant
Summary of Information: Because of the Presidential Declaration of Emergency for Tropical
Storm Michael, Person County is eligible to apply for FEMA Hazard Mitigation funds through the
North Carolina Emergency Management (NCEM). Person County Emergency Management has
reached out to County staff to review any emergency protection mitigation projects. As a result,
General Services and Person County Schools concluded that they have four (4) emergency
protective projects eligible for this grant. These projects are the County Office Building/Alternate
EOC building generator for alternate power source and new windows for severe weather
protection, Emergency Management Office/EOC new windows for severe weather protection and
Northern Middle School/Shelter generator for an alternate power source for an approximate total
of $700,000.00.
This is a reimbursable competitive grant that the Federal Government pays 75% and the State has
agreed to pay the remaining 25%.
A Resolution for Designation of Applicant’s Agent form is needed as part of the application
process which names the Emergency Services Director as the Primary Agent and the Finance
Director as the Secondary Agent authorizing them to execute and file the application for this grant.
Recommended Action: Approve the Resolution designating the Emergency Services Director
and the Finance Director as the County’s Designation Agents.
Submitted By: Douglas R. Young, Director of Emergency Services
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AGENDA ABSTRACT
Meeting Date: November 18, 2019
Agenda Title: Tax Adjustments for November 2019
Summary of Information: Attached please find the tax releases and motor vehicle pending
refunds:
1.November 2019 tax releases.
2.November 2019 North Carolina Vehicle Tax System (NCVTS) pending refunds.
Recommended Action: Motion to accept reports and authorize refunds.
Submitted By: Russell Jones, Tax Administrator
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NAME BILL NUMBER OPER DATE/TIME DISTRICT VALUE AMOUNT
12906301 2019-14802 DY: RP:115 13 4 RH 10/18/2019 9:31:49 AM
WILEY CLYDE
APPRAISER ADJUSTED LAND C ADVLTAX 10,681.00 77.97
APPRAISER ADJUSTED LAND FIREADVLTAX 10,681.00 2.94
NO PERC LETTER RECEIVED TOTAL RELEASES:80.91
68121301 2019-22403 DY:0RP:A71 203 RH 10/18/2019 9:37:34 AM
KING JOHN CHRISTIAN
APPRAISER ADJUSTED LAND C ADVLTAX 2,790.00 20.37
APPRAISER ADJUSTED LAND FIREADVLTAX 2,790.00 0.77
CORRECT LAND VALUE F/19 TOTAL RELEASES:21.14
68754301 2019-1442 DY:0RP:A15A 24 RH 10/18/2019 9:40:19 AM
VAUDREUIL GARY
APPRAISER ADJUSTED BUILDING C ADVLTAX 52,304.00 381.82
APPRAISER ADJUSTED BUILDING FIREADVLTAX 52,304.00 14.38
CORRECT VALUE F19 TOTAL RELEASES:396.20
56965303 2019-12571 DY: RP:4 26 RH 10/18/2019 9:44:31 AM
DANIELS DENNIS E
APPRAISER ADJUSTED BUILDING C ADVLTAX 4,840.00 35.33
APPRAISER ADJUSTED BUILDING CI50ADVLTAX 4,840.00 32.43
RMVE FRPL/PUT COND ON GAR F/19 TOTAL RELEASES:67.76
2582301 2019-9961 DY:0RP:107 54 RH 10/18/2019 9:46:31 AM
CLAYTON MAYNARD E
APPRAISER ADJUSTED BUILDING C ADVLTAX 24,238.00 176.94
APPRAISER ADJUSTED BUILDING CI50ADVLTAX 24,238.00 162.39
CORRECT EFYR F/19 TOTAL RELEASES:339.33
14654303 2019-10005 DY:0RP:18 2 RH 10/18/2019 9:48:34 AM
SLAUGHTER MICHAEL J
APPRAISER ADJUSTED BUILDING C ADVLTAX 9,565.00 69.82
APPRAISER ADJUSTED BUILDING CI50ADVLTAX 9,565.00 64.09
CORRECT EFYR F/19 TOTAL RELEASES:133.91
14654303 2019-13782 DY:0RP:18 3 RH 10/18/2019 9:50:35 AM
SLAUGHTER MICHAEL J
APPRAISER ADJUSTED BUILDING C ADVLTAX 6,048.00 44.15
APPRAISER ADJUSTED BUILDING CI50ADVLTAX 6,048.00 40.52
CORRECT CONDITIN ON HSE F/19 TOTAL RELEASES:84.67
14654303 2019-14398 DY:0RP:18 4 RH 10/18/2019 9:52:31 AM
SLAUGHTER MICHAEL J
APPRAISER ADJUSTED BUILDING C ADVLTAX 5,893.00 43.02
APPRAISER ADJUSTED BUILDING CI50ADVLTAX 5,893.00 39.48
CORRECT EFYR ON HSE F/19 TOTAL RELEASES:82.50
68317301 2019-14631 DY: RP:14 39 RH 10/18/2019 10:01:38 AM
BROCK BEVERLEY MAY
APPRAISER ADJUSTED BUILDING C ADVLTAX 2,571.00 18.77
APPRAISER ADJUSTED BUILDING CI50ADVLTAX 2,571.00 17.23
CORRECT EFYR & SKETCH F/19 TOTAL RELEASES:36.00
29465301 2019-1091 DY:0RP:A62 266 MP 10/21/2019 1:31:06 PM
EMERY CHARLES HENRY
EXEMPTION ADDED C ADVLTAX 45,000.00 328.50
RUN DATE: 11/8/2019 10:26 AM RELEASES REPORT
Person County
22
NAME BILL NUMBER OPER DATE/TIME DISTRICT VALUE AMOUNT
EXEMPTION ADDED FIREADVLTAX 45,000.00 12.38
LATE APPLICATION - DVET TOTAL RELEASES:340.88
3529303 2019-7382 DY:0RP:A32 26 MP 10/21/2019 1:38:52 PM
DICKERSON BARBARA POWERS
EXEMPTION ADDED C ADVLTAX 27,397.00 200.00
EXEMPTION ADDED FIREADVLTAX 27,397.00 7.53
LATE APPLICATION - ELD EXMP TOTAL RELEASES:207.53
9548301 2019-7696 DY:0RP:A80 24 MP 10/21/2019 1:41:23 PM
CAMPBELL GLADYS T LIFE ESTATE
EXEMPTION ADDED C ADVLTAX 37,922.00 276.83
EXEMPTION ADDED FIREADVLTAX 37,922.00 10.43
LATE APPLICATION - ELD EXMP TOTAL RELEASES:287.26
12443301 2019-2555 DY:0RP:A91 56 MP 10/21/2019 2:01:59 PM
HUMPHRIES JAMES A LIFE ESTATE
EXEMPTION ADDED C ADVLTAX 49,500.00 361.35
EXEMPTION ADDED FIREADVLTAX 49,500.00 13.61
LATE APPLICATION - ELD EXMP TOTAL RELEASES:374.96
11785301 2019-18523 DY: RP:A78 196 MP 10/21/2019 2:27:32 PM
HUNSAKER HOWARD C
EXEMPTION ADDED C ADVLTAX 60,729.00 443.32
EXEMPTION ADDED FIREADVLTAX 60,729.00 16.70
LATE APPLICATION - ELD EXMP TOTAL RELEASES:460.02
68840301 2019-24885 DY:0RP:112 107 MP 10/21/2019 2:57:53 PM
HUNT TONY
EXEMPTION ADDED C ADVLTAX 45,000.00 328.50
EXEMPTION ADDED CI50ADVLTAX 45,000.00 301.50
LATE APP - DVET TOTAL RELEASES:630.00
9248302 2019-21079 DY: RP:A97 42 P MP 10/21/2019 3:27:21 PM
MCGHEE PAUL ASHLEY
EXEMPTION ADDED C ADVLTAX 25,000.00 182.50
EXEMPTION ADDED C PEN FEE 25,000.00 18.25
EXEMPTION ADDED FIREADVLTAX 25,000.00 6.88
EXEMPTION ADDED FIREPEN FEE 25,000.00 0.69
LATE APP - ELD EXMP TOTAL RELEASES:208.32
6675301 2019-4637 DY:0RP:A84 27 MP 10/21/2019 3:31:23 PM
MOORE DALE T
EXEMPTION ADDED C ADVLTAX 25,000.00 182.50
EXEMPTION ADDED FIREADVLTAX 25,000.00 6.88
LATE APP - ELD APP TOTAL RELEASES:189.38
68100302 2019-12725 DY: RP:101 29 1 MP 10/21/2019 3:48:24 PM
MULDROW RICKY S
EXEMPTION ADDED C ADVLTAX 37,743.00 275.52
EXEMPTION ADDED CI50ADVLTAX 37,743.00 252.88
LATE APP - ELD EXMP TOTAL RELEASES:528.40
15450301 2019-17263 DY:0RP:A65 227 MP 10/21/2019 3:50:43 PM
PERRY DAVID
EXEMPTION ADDED C ADVLTAX 43,792.00 319.68
RUN DATE: 11/8/2019 10:26 AM RELEASES REPORT
Person County
23
NAME BILL NUMBER OPER DATE/TIME DISTRICT VALUE AMOUNT
EXEMPTION ADDED FIREADVLTAX 43,792.00 12.04
LATE APP - DISB TOTAL RELEASES:331.72
15450301 2019-17263 DY:0RP:A65 227 MP 10/21/2019 3:52:07 PM
PERRY DAVID
C ADVLTAX 43,792.00 -319.68
FIREADVLTAX 43,792.00 -12.04
TOTAL RELEASES:-331.72
15450301 2019-17263 DY:0RP:A65 227 MP 10/21/2019 3:52:53 PM
PERRY DAVID
EXEMPTION ADDED C ADVLTAX 43,792.00 319.68
EXEMPTION ADDED FIREADVLTAX 43,792.00 12.04
LATE APP - DISB TOTAL RELEASES:331.72
11671301 2019-7204 DY:0RP:A11 31 MP 10/21/2019 4:30:47 PM
PIERCE MARY ANN
EXEMPTION ADDED C ADVLTAX 39,864.00 200.32
EXEMPTION ADDED FIREADVLTAX 39,864.00 7.56
LATE APP - ELD EXMP TOTAL RELEASES:207.88
182301 2019-16641 DY:0RP:49 2 MP 10/21/2019 4:41:39 PM
SERLS DELOIS
EXEMPTION ADDED C ADVLTAX 62,498.00 456.24
EXEMPTION ADDED CI50ADVLTAX 62,498.00 418.74
LATE APP - ELD EXMP TOTAL RELEASES:874.98
4054301 2019-6164 DY: RP:A65A 32 MP 10/21/2019 4:43:46 PM
STEWART EFFIE P
C ADVLTAX 38,701.00 282.52
FIREADVLTAX 38,701.00 10.64
TOTAL RELEASES:293.16
15629302 2019-3681 DY:0RP:A17 18 MP 10/22/2019 9:53:47 AM
TERRELL ELBERT L SR LIFE ESTATE
EXEMPTION ADDED C ADVLTAX 79,783.00 582.42
EXEMPTION ADDED FIREADVLTAX 79,783.00 21.94
LATE APP - ELD EXMP TOTAL RELEASES:604.36
203301 2019-21399 DY:0RP:A67 174 MP 10/22/2019 9:56:55 AM
TORAIN SIGNORA CARRINGTON
EXEMPTION ADDED C ADVLTAX 25,000.00 182.50
EXEMPTION ADDED FIREADVLTAX 25,000.00 6.88
LATE APP - ELD EXMP TOTAL RELEASES:189.38
68919301 2019-18489 DY: RP:A80 189 MP 10/22/2019 10:02:07 AM
VICKERS BENNY RAY
EXEMPTION ADDED C ADVLTAX 45,000.00 328.50
EXEMPTION ADDED FIREADVLTAX 45,000.00 12.38
LATE APP - DVET TOTAL RELEASES:340.88
2311301 2019-17349 DY:0RP:115 111 MP 10/22/2019 10:16:14 AM
TOWNSEND DORIS HICKS
EXEMPTION ADDED C ADVLTAX 37,488.00 273.66
EXEMPTION ADDED FIREADVLTAX 37,488.00 10.31
LATE APP - ELD EXMP TOTAL RELEASES:283.97
RUN DATE: 11/8/2019 10:26 AM RELEASES REPORT
Person County
24
NAME BILL NUMBER OPER DATE/TIME DISTRICT VALUE AMOUNT
8717302 2019-14630 DY:0RP:51 21 MP 10/22/2019 10:18:25 AM
WEST BILLY S
EXEMPTION ADDED C ADVLTAX 25,000.00 182.50
EXEMPTION ADDED CI50ADVLTAX 25,000.00 167.50
LATE APP - ELD EXMP TOTAL RELEASES:350.00
5341301 2019-7395 DY:0RP:A20 78A MP 10/22/2019 10:20:07 AM
WHEELER WILLIAM M
EXEMPTION ADDED C ADVLTAX 47,826.00 349.13
EXEMPTION ADDED FIREADVLTAX 47,826.00 13.15
LATE APP - ELD EXMP TOTAL RELEASES:362.28
6526301 2019-660 DY:0RP:A35 91 MP 10/22/2019 10:29:57 AM
WILLIAMS W H
EXEMPTION ADDED C ADVLTAX 39,859.00 290.97
EXEMPTION ADDED FIREADVLTAX 39,859.00 10.96
LATE APP - ELD EXMP TOTAL RELEASES:301.93
201950365000 2019-503650 DY:18 PERSONAL PROPERTY SRJ 10/24/2019 10:02:37 AM
PERSON COUNTY GROUP HOMES INC
C ADVLTAX 800.00 -5.13
CI50ADVLTAX 800.00 -4.91
TOTAL RELEASES:-10.04
32588116 2016-53691 DY: PERSONAL PROPERTY MP 10/25/2019 10:59:09 AM
ZOST WILLIAM FREDRICK II
LISTING ADJUSTED PERSONAL PROPERTY C ADVLTAX 10,770.00 75.39
LISTING ADJUSTED PERSONAL PROPERTY C PEN FEE 10,770.00 7.54
MOVED OUT OF STATE TOTAL RELEASES:82.93
32588201 2017-36302 DY: PERSONAL PROPERTY MP 10/25/2019 10:59:47 AM
ZOST WILLIAM FREDRICK II
LISTING ADJUSTED PERSONAL PROPERTY C ADVLTAX 8,849.00 61.94
LISTING ADJUSTED PERSONAL PROPERTY C PEN FEE 8,849.00 6.19
MOVED OUT OF STATE TOTAL RELEASES:68.13
32588201 2018-36302 DY: PERSONAL PROPERTY MP 10/25/2019 11:07:43 AM
ZOST WILLIAM FREDRICK II
LISTING ADJUSTED PERSONAL PROPERTY C ADVLTAX 8,465.00 59.26
LISTING ADJUSTED PERSONAL PROPERTY C PEN FEE 8,465.00 5.93
LISTING ADJUSTED PERSONAL PROPERTY FIREADVLTAX 8,465.00 0.85
LISTING ADJUSTED PERSONAL PROPERTY FIREPEN FEE 8,465.00 0.09
MOVED OUT OF STATE TOTAL RELEASES:66.13
32588201 2019-36302 DY: PERSONAL PROPERTY MP 10/25/2019 11:08:29 AM
ZOST WILLIAM FREDRICK II
LISTING ADJUSTED PERSONAL PROPERTY C ADVLTAX 9,397.00 68.60
LISTING ADJUSTED PERSONAL PROPERTY C PEN FEE 9,397.00 6.86
LISTING ADJUSTED PERSONAL PROPERTY FIREADVLTAX 9,397.00 2.58
LISTING ADJUSTED PERSONAL PROPERTY FIREPEN FEE 9,397.00 0.26
MOVED OUT OF STATE TOTAL RELEASES:78.30
201950354200 2019-503542 DY:18 PERSONAL PROPERTY MP 10/25/2019 11:56:07 AM
KIMBALL KEITH WATSON
DOUBLE CHARGED C ADVLTAX 3,775.00 26.43
RUN DATE: 11/8/2019 10:26 AM RELEASES REPORT
Person County
25
NAME BILL NUMBER OPER DATE/TIME DISTRICT VALUE AMOUNT
DOUBLE CHARGED FIREADVLTAX 3,775.00 0.38
VALUE ADJ TOTAL RELEASES:26.81
201950354200 2019-503542 DY:18 PERSONAL PROPERTY MP 10/25/2019 11:57:16 AM
KIMBALL KEITH WATSON
FIREADVLTAX 3,775.00 -0.38
C ADVLTAX 3,775.00 -26.43
TOTAL RELEASES:-26.81
201950354200 2019-503542 DY:18 PERSONAL PROPERTY MP 10/25/2019 11:58:23 AM
KIMBALL KEITH WATSON
DOUBLE CHARGED C ADVLTAX 4,170.00 29.19
DOUBLE CHARGED FIREADVLTAX 4,170.00 0.42
OVER VALUE TOTAL RELEASES:29.61
201950354200 2019-503542 DY:18 PERSONAL PROPERTY SRJ 10/25/2019 12:02:45 PM
KIMBALL KEITH WATSON
FIREADVLTAX 4,170.00 -0.42
C ADVLTAX 4,170.00 -29.19
TOTAL RELEASES:-29.61
201950354200 2019-503542 DY:18 PERSONAL PROPERTY MP 10/25/2019 1:52:38 PM
KIMBALL KEITH WATSON
DOUBLE CHARGED C ADVLTAX 4,170.00 75.41
DOUBLE CHARGED FIREADVLTAX 4,170.00 1.08
INCORRECT VALUE ON TRAILER TOTAL RELEASES:76.49
32588115 2015-50755 DY: PERSONAL PROPERTY MP 10/25/2019 3:39:57 PM
ZOST WILLIAM FREDRICK II
LISTING ADJUSTED PERSONAL PROPERTY C ADVLTAX 11,045.00 77.32
LISTING ADJUSTED PERSONAL PROPERTY C PEN FEE 11,045.00 7.73
MOVED OUT OF STATE TOTAL RELEASES:85.05
57146201 2019-38223 DY: PERSONAL PROPERTY MP 10/30/2019 11:19:00 AM
DALTON JEFFREY
LISTING ADJUSTED PERSONAL PROPERTY C ADVLTAX 13,290.00 97.02
LISTING ADJUSTED PERSONAL PROPERTY C PEN FEE 13,290.00 9.70
LISTING ADJUSTED PERSONAL PROPERTY FIREADVLTAX 13,290.00 3.65
LISTING ADJUSTED PERSONAL PROPERTY FIREPEN FEE 13,290.00 0.37
MOVED OUT OF PERSON COUNTY IN 2018 TOTAL RELEASES:110.74
40174102 2019-200549 DY:19 PERSONAL PROPERTY RH 10/30/2019 4:41:13 PM
MASTEC C/O ADVANTAX INC
LISTING ADJUSTED PERSONAL PROPERTY C ADVLTAX 58,299.00 425.58
LISTING ADJUSTED PERSONAL PROPERTY CI50ADVLTAX 58,299.00 390.60
RECEIVED INFO SOME TRAILERS BILLED
IN VIRGINIA
TOTAL RELEASES:816.18
54002201 2018-40303 DY: PERSONAL PROPERTY SRJ 11/4/2019 9:29:58 AM
PERRY ANTHONY BRYAN JR
FIREADVLTAX 3,955.00 -0.40
FIREPEN FEE 3,955.00 -0.04
C ADVLTAX 3,955.00 -27.69
C PEN FEE 3,955.00 -2.77
TOTAL RELEASES:-30.90
RUN DATE: 11/8/2019 10:26 AM RELEASES REPORT
Person County
26
NAME BILL NUMBER OPER DATE/TIME DISTRICT VALUE AMOUNT
54002201 2018-40303 DY: PERSONAL PROPERTY SRJ 11/4/2019 9:32:05 AM
PERRY ANTHONY BRYAN JR
LISTING ADJUSTED PERSONAL PROPERTY C PEN FEE 3,955.00 1.58
LISTING ADJUSTED PERSONAL PROPERTY FIREADVLTAX 3,955.00 0.22
LISTING ADJUSTED PERSONAL PROPERTY FIREPEN FEE 3,955.00 0.04
LISTING ADJUSTED PERSONAL PROPERTY C ADVLTAX 3,955.00 15.80
BOAT NOT IN PERSON COUNTY FOR 2018 TOTAL RELEASES:17.64
66660201 2018-37554 DY: PERSONAL PROPERTY MP 11/4/2019 9:45:55 AM
FOOTE BRUCE RANDALL
LISTING ADJUSTED PERSONAL PROPERTY C ADVLTAX 12,460.00 87.22
LISTING ADJUSTED PERSONAL PROPERTY C PEN FEE 12,460.00 8.72
LISTING ADJUSTED PERSONAL PROPERTY FIREADVLTAX 12,460.00 1.25
LISTING ADJUSTED PERSONAL PROPERTY FIREPEN FEE 12,460.00 0.13
TRAILER REGISTERED IN ORANGE
COUNTY
TOTAL RELEASES:97.32
66660201 2019-37554 DY: PERSONAL PROPERTY MP 11/4/2019 9:46:40 AM
FOOTE BRUCE RANDALL
LISTING ADJUSTED PERSONAL PROPERTY C ADVLTAX 11,712.00 85.50
LISTING ADJUSTED PERSONAL PROPERTY C PEN FEE 11,712.00 8.55
LISTING ADJUSTED PERSONAL PROPERTY FIREADVLTAX 11,712.00 3.22
LISTING ADJUSTED PERSONAL PROPERTY FIREPEN FEE 11,712.00 0.32
TRAILER REGISTERED IN ORANGE
COUNTY
TOTAL RELEASES:97.59
53352201 2019-39790 DY: PERSONAL PROPERTY MP 11/4/2019 3:23:51 PM
SOLOMON JANE DAVENPORT
LISTING ADJUSTED PERSONAL PROPERTY C ADVLTAX 1,387.00 10.13
LISTING ADJUSTED PERSONAL PROPERTY C PEN FEE 1,387.00 1.01
LISTING ADJUSTED PERSONAL PROPERTY FIREADVLTAX 1,387.00 0.38
LISTING ADJUSTED PERSONAL PROPERTY FIREPEN FEE 1,387.00 0.04
SOLD 2016 TOTAL RELEASES:11.56
NET RELEASES PRINTED:10,176.83
TOTAL TAXES RELEASED 10,176.83
RUN DATE: 11/8/2019 10:26 AM RELEASES REPORT
Person County
27
C ADVLTAX - County Tax
TAX
YEAR
RATE
YEAR
REAL VALUE
RELEASED
PERS VALUE
RELEASED
TOTAL VALUE
RELEASED
REAL TAX
RELEASED
PERS TAX
RELEASED
MV VALUE
RELEASED
MV TAXES
RELEASED
TOTAL VALUE
RELEASED
TOTAL TAXES
RELEASED
2015 2015 0 11,045 11,045 0.00 77.32 0 0.00 11,045 77.32
2016 2016 0 10,770 10,770 0.00 75.39 0 0.00 10,770 75.39
2017 2017 0 8,849 8,849 0.00 61.94 0 0.00 8,849 61.94
2018 2018 0 20,925 20,925 0.00 134.59 0 0.00 20,925 134.59
2019 2018 0 3,370 3,370 0.00 70.28 0 0.00 3,370 70.28
2019 2019 932,032 119,085 1,051,117 6,713.15 869.33 0 0.00 1,051,117 7,582.48
DIST TOTAL 932,032 174,044 1,106,076 6,713.15 1,288.85 0 0.00 1,106,076 8,002.00
C PEN FEE - County Late List
TAX
YEAR
RATE
YEAR
REAL VALUE
RELEASED
PERS VALUE
RELEASED
TOTAL VALUE
RELEASED
REAL TAX
RELEASED
PERS TAX
RELEASED
MV VALUE
RELEASED
MV TAXES
RELEASED
TOTAL VALUE
RELEASED
TOTAL TAXES
RELEASED
2015 2015 0 11,045 11,045 0.00 7.73 0 0.00 11,045 7.73
2016 2016 0 10,770 10,770 0.00 7.54 0 0.00 10,770 7.54
2017 2017 0 8,849 8,849 0.00 6.19 0 0.00 8,849 6.19
2018 2018 0 20,925 20,925 0.00 13.46 0 0.00 20,925 13.46
2019 2019 0 60,786 60,786 0.00 44.37 0 0.00 60,786 44.37
DIST TOTAL 0 112,375 112,375 0.00 79.29 0 0.00 112,375 79.29
CI50ADVLTAX - City of Roxboro
TAX
YEAR
RATE
YEAR
REAL VALUE
RELEASED
PERS VALUE
RELEASED
TOTAL VALUE
RELEASED
REAL TAX
RELEASED
PERS TAX
RELEASED
MV VALUE
RELEASED
MV TAXES
RELEASED
TOTAL VALUE
RELEASED
TOTAL TAXES
RELEASED
2019 2018 0 -800 -800 0.00 -4.91 0 0.00 -800 -4.91
2019 2019 223,396 58,299 281,695 1,496.76 390.60 0 0.00 281,695 1,887.36
DIST TOTAL 223,396 57,499 280,895 1,496.76 385.69 0 0.00 280,895 1,882.45
FIREADVLTAX - Fire District Tax
TAX
YEAR
RATE
YEAR
REAL VALUE
RELEASED
PERS VALUE
RELEASED
TOTAL VALUE
RELEASED
REAL TAX
RELEASED
PERS TAX
RELEASED
MV VALUE
RELEASED
MV TAXES
RELEASED
TOTAL VALUE
RELEASED
TOTAL TAXES
RELEASED
2018 2018 0 20,925 20,925 0.00 1.92 0 0.00 20,925 1.92
2019 2018 0 4,170 4,170 0.00 1.08 0 0.00 4,170 1.08
2019 2019 708,636 60,786 769,422 191.48 16.71 0 0.00 769,422 208.19
DIST TOTAL 708,636 85,881 794,517 191.48 19.71 0 0.00 794,517 211.19
FIREPEN FEE - Fire LateList
TAX
YEAR
RATE
YEAR
REAL VALUE
RELEASED
PERS VALUE
RELEASED
TOTAL VALUE
RELEASED
REAL TAX
RELEASED
PERS TAX
RELEASED
MV VALUE
RELEASED
MV TAXES
RELEASED
TOTAL VALUE
RELEASED
TOTAL TAXES
RELEASED
2018 2018 0 20,925 20,925 0.00 0.22 0 0.00 20,925 0.22
2019 2019 0 60,786 60,786 0.00 1.68 0 0.00 60,786 1.68
DIST TOTAL 0 81,711 81,711 0.00 1.90 0 0.00 81,711 1.90
GRAND TOTALS:1,864,064 511,510 2,375,574 8,401.39 1,775.44 0 0.00 2,375,574 10,176.83
RUN DATE: 11/8/2019 10:26 AM RELEASES REPORT
Person County
28
Payee NameAddress 3Refund TypeRefund ReasonCreate DateTax JurisdictionLevy Type Total Change01 Tax ($21.21)60Tax($0.30)$21.511Tax ($14.83)60 Tax($0.20)$15.0301 Tax ($48.00)60 Tax($0.69)$48.6901 Tax ($15.46)60 Tax($0.23)$15.6901 Tax($4.70)60 Tax($0.06)$4.7601 Tax($2.62)60 Tax($0.04)$2.6601 Tax($5.04)50 Tax($4.62)50 Vehicle Fee ($20.00)$29.6601 Tax ($34.81)60 Tax($0.49)$35.3001 Tax ($171.49)60 Tax($2.44)$173.9301 Tax ($12.63)60 Tax($0.18)$12.8101 Tax ($15.68)60 Tax($0.22)$15.90DRASTAL, MARK HAWKINS SEMORA, NC 27343 Proration Vehicle Sold10/15/2019CORDELL, SHIRLEY ANN TIMBERLAKE, NC 27583 Proration Tag Surrender10/21/2019CLAYTON, JAMES DONALD II ROXBORO, NC 27574 Proration Vehicle Sold10/30/2019CLARKE, ROBERT BENJAMIN III ROXBORO, NC 27573 Proration Vehicle Totalled10/23/2019CARVER, DELORES BRANN ROXBORO, NC 27573 Proration Vehicle Totalled10/22/2019BURTT, NICOLE FAITH ROXBORO, NC 27574 Proration Vehicle Sold10/16/2019BURTT, NICOLE FAITH ROXBORO, NC 27574 Proration Vehicle Sold10/16/2019BURTT, NICOLE FAITH ROXBORO, NC 27574 Proration Vehicle Sold10/16/2019BROWN, ANGELINE NELSON ROXBORO, NC 27574 Proration Vehicle Totalled10/15/2019BRADSHER, SHARON KIRKMAN TIMBERLAKE, NC 27583 Proration Vehicle Sold11/01/2019ASHWORTH, THERESA DAVIS ROXBORO, NC 27573 Proration Vehicle Sold11/01/201929
Payee NameAddress 3Refund TypeRefund ReasonCreate DateTax JurisdictionLevy Type Total Change01 Tax ($24.64)60 Tax($0.93)$25.5701 Tax($5.45)50 Tax($5.22)$10.6701 Tax ($97.23)60 Tax($1.39)$98.6201 Tax ($18.67)60 Tax($0.27)$18.9401 Tax($8.68)60 Tax($0.33)$9.0101 Tax ($34.74)60 Tax($0.50)$35.2401 Tax ($23.83)60 Tax($0.34)$24.1701 Tax ($37.87)60 Tax($1.42)$39.2901 Tax ($44.79)60 Tax($0.64)$45.43WRIGHT, SHERRI DAILEY SEMORA, NC 27343 Proration Vehicle Sold10/29/2019WILLARD, RICKY LEE TIMBERLAKE, NC 27583 Proration Vehicle Sold11/04/2019WILBORN, SUSIE LAPPIN ROXBORO, NC 27574 Proration Vehicle Sold10/17/2019STEWART, JESSICA MICHELLE ROXBORO, NC 27573 Proration Vehicle Sold10/22/2019SHULL, JORDAN ANDREW ROXBORO, NC 27574 Adjustment < $100SLVG or RBLT TTL10/28/2019RYAN, NEIL PATRICK TIMBERLAKE, NC 27583 Proration Vehicle Sold11/01/2019POLLOCK, FRANKLIN DEAMS ROXBORO, NC 27573 Proration Vehicle Sold11/04/2019JIMMY LEWIS AND SONS INC ROXBORO, NC 27573 Proration Vehicle Sold10/17/2019HAWLEY, CHARLES FRANCIS ROXBORO, NC 27573 Proration Vehicle Sold10/31/201930
31
32
33
34
AGENDA ABSTRACT
Meeting Date: November 18, 2019
Agenda Title: Person County Recycling Center/Polywood Partnership
Summary of Information: Review current projects, future prospects, and recycling center
needs
Recommended Action: PowerPoint Presentation from Amanda Everett, Person Industries
Director, and Dave Grider, Polywood General Manager
Submitted By: Amanda Everett, Person Industries Director
35
PERSON COUNTY RECYCLING CENTERPOLYWOODPARTNERSHIP, MARKETING, AND INVESTMENT OPPORTUNITY36
INTRODUCTIONS• Doug Rassi, CEO, Polywood• Ross Munn, COO, Polywood• Matt Shaw, CFO, Polywood• Brady Maller, EVP Strategy & Sales, Polywood• Dave Grider, General Manager, Polywood Roxboro• Stacey DeBaun, Plant Administrator, Polywood Roxboro • Sherry Wilborn, Person County, Economic Development Director• Harry Swendsen, Manager, Economic Development Partnership of NC• Amanda Everett, Director, Person Industries and Person County Recycling Center• Rhonda Gentry, Production Supervisor, Person Industries and Person County Recycling Center• Sandy Skolochenko, Recycling and Materials Management, NCDEQ37
POLYWOOD BENEFITS AND STEPS SINCE OCT 2018• Explanation to executive team regarding steps and what’s happening – local and statewide • Where we are today - Opportunities for joint site • Expand at current recycling center site with adjacent properties• Existing buildings within Person County• Expansion at current Polywood site with Weston• CAST OUR VISION OF HOW WE FEEL THIS CONNECTION WILL WORK AND BENEFIT• Dave Grider• Amanda Everett• Sherry Wilborn• Harry Swendsen• Sandy Skolochenko • Then to now…Segway into additional information38
Person County Recycling Center becomes part of ED project support.Public Private Partnership potential through rail site, infrastructure or site development.EDC Role Going Forward with Recycling Support39
Our Mission: To empower and assist individuals in achieving their vocational and personal goals Our Vision: To provide services designed for the needs and desires of the individual while promoting inclusion, choice, and full participation in the community for adults with disabilitiesYour benefit: Great business partnership, continued growth, community inclusion, enhanced reputation, and collaboration with county opportunities40
PERSON COUNTY RECYCLING CENTER741 MARTIN STREET41
Current Map & Adjacent Parcels • 15.5 acres• Potential for 600K plus square feet• Property line borders Recycling Center • Developed Reputation & Proximity View42
Employee Opportunities through Person Industries• Employee on site at Polywood using labor through Supported Employment, Work Adjustment, and/or Vocational Rehabilitation. These positions would be under contact and include on site job coaching, field supervision, as well as points of contact as needed for support. Pay rate is set based on job duties and support needed per contract. Individuals can be on Polywood payroll or Person Industries.• Production work at Person Industries - jobs that can be performed by adults with disabilities who require more hands on supervision and a more controlled environment. Pay rate is set based on production rate, including time studies and support needed per contract. Employees would be on Person Industries Payroll.• Employment at Person County Recycling Center – job is based on time to sort pounds of material and support needed per contract. Employees would be on Person Industries Payroll.43
In house Production Work –Eaton CorporationSchool ToursandPresentationsCommunity Inclusion/Work Groups: Person Memorial, PCC, IGA44
Enclave at Eaton Corporation – Example of Adults with Disabilities set up within your location45
• Recycling needs tailored to employees at work• Ability to train on different job specifics as needed• Accommodations for each contract as needed• Community Outreach• First Priority – SAFETY• Provides career opportunities• Allows adults with disabilities the right to choose how they spend the portion of their day.46
Person County Recycling Center Information• Person County Recycling Center opened on June 25, 2009• It is one of the few recycling centers in North Carolina that is operated by people with disabilities as employees. • Our current building was purchased in 2014 by Person County Government with an end goal to merge both locations.• 50,000 square feet on 6.10 acres, with easements off Martin Street and Thomas Street• Received all ADA and Person County/NC Code updates by summer of 2018 (Sprinklers, Bathrooms, Parking)• LABOR FORCE – We currently have 25 employees at the Person County Recycling Center• 60% of our workforce has a disability diagnosis• 20% are trained staff that supervise and run the center• 20% came through services such as Supported Employment, Vocational Rehabilitation, and/or Work Adjustment Training• PROCESSING – Over the last 3 years, we have sorted and shipped out an average of 1600 tons of material per year. • FOCUS ON SAFETY – 20thConsecutive Gold Award for Person Industries, 5thConsecutive Gold Award for Person County Recycling Center.47
• CURRENT ISSUES:• SPACE CONSTRAINTS IN CURRENT BUILDLING• SPRINKLER SYSTEM – TIE IN TO CITY WATER LINE WITHOUT RESEVOIR • CEILING HEIGHT FOR STORING PLASTICS• DOWN STREAM FOR MATERIALS• BUILDING LEASE ENDS 2025 – Person Industries• CURRENT EQUIPMENT AND AGE• Open End Auto Tie Baler (Bale table and hopper extension)– 10 YEARS+ (2009, $217,698.66)• Inclined Infeed Conveyor with Sort Line: 24 bins/hoppers – 10 YEARS+ (2009, $240,079.31)• COST OF SENDING OUT SINGLE STREAM• FY2018 & 2019 - $8500• FY2020 - $7700, 3 months total• End Goal: To develop a partnership that benefits Person County by continuing to provide recycling services• BENEFITS• Processing and extrusion / warehousing all under one roof• Make Person County Recycling Center profitable and a necessity in the eyes of the Person County Commissioners.• Recycling Partnership with City of Roxboro beginning July 2020 – GROWING!!!• Capital Investments will only help us both… WIN – WINPerson County Recycling Center Information48
PCRC/Polywood - NC Recycling Infrastructure• Simple Cost Analysis for Z-Bales:• $150 per ton for processing – includes sorting, baling, and loading material($0.075 per pound)• Polywood to purchase material, PCRC sorts and bales, Polywood handles downstreamReidsville & Eden, NC49
Grant Program Recycling Business GrantsLocal Government GrantsRegionalInfrastructure GrantsWho Can Apply Polywood/Person CountyPerson County Person CountyMaximum Funding $40,000$20,000$80,000Match Requirement 50%20%20%TimelineMarch 2020 –December 2020July 2020 – June 2021 FlexibleApplication Due November 14, 2019 February 2020 OngoingExample Project • Equipment to sort,wash or grind HDPE• Equipment to manufacture lumber with recycled HDPE• Education/outreach• Equipment or building upgrades for plastic recycling• Equipment or building upgrades for MRF• Equipment or building upgrades for MRFNC DEQ Grant Programs50
Person County Economic Development & State Grant OpportunitiesJDIG CDBG Grant $ Property Tax Incentives Piedmont Community College Customized Training GrantDave Grider, Sherry Wilborn, and Harry Swendsen51
NCDEQ/DEACS – Community Waste Reduction & Recycling Grant• DEACS offers a 80/20% Grant funding match from participating counties. Grant submissions include costs from state and county• Public Awareness and Education Grant was awarded to Person County in the amount of $7450.00 (DEACS $5960, Person County $1490)• Grant funding will purchase the following:• Newspaper Inserts• Advertisements• Private Hauler Inserts• Water Bill Inserts• Direct Mailers• Signage (at PCRC)• Billboard – 8 week placement on 50152
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Polywood Allocations• Polywood would offer funding in the amount of $7282• Public Awareness and Education information would include Polywood branding as well as additional information regarding the Milk Jug Campaign• Items to be purchased include:• Billboard – 12 week placement on 501 (main placement in town) $1850• Reusable Recycling Bags $3370 (before tax/shipping)• Palace Point Advertisement $1534• Education Materials – Co-branded Magnets $52854
Billboard – 501 @ Bessie Daniel Road – catching all traffic coming into town south boundVinyl Size: 13’ by 41’Illuminated Sign: YesRate: $550.00/4 weeksDuration: 8 weeksProduction Cost: $720.0055
Billboard – 501 @ JCT US 158, near Chub Lake Road –catching all traffic coming into town north boundVinyl Size: 9’ by 21’Illuminated Sign: YesRate: $490.00/4 weeksDuration: 12 weeksProduction Cost: $350.0056
Reusable Recycling Bags – These bags will be used to replace plastic bags being brought to the recycling center, causing contamination and tangles. Bags will have our recycling acceptable list printed with co-branded information for Person County Recycling Center and Polywood, as well as information about our Milk Jug Campaign.QTY: 1000@ $3.37$337057
• Commercial advertisement during movies• 6 month contract• 15 second spot• Average attendance – 60,000 • Number of movies over 6 months – 6,240• Rate - $59/week for 26 weeks = $1,53458
EDC Support for Manufacturing59
POST CARD SIZE MAGNETS CO-BRANDEDQTY 1000 FOR $528 (NOT INCLUDING TAX OR SHIPPING)60
MILK JUGS MEAN JOBS61
MILK JUGS MEAN JOBSCounty Incentive• Each participate that brings a milk jug to the recycling center, during business hours, will be entered for a chance to win our quarterly drawing• Participants will sign up with their name, phone number, and email• Information will be entered electronically (spreadsheet) and a random draw will be completed through a formula function in excel.• The quarterly winner will receive a piece of Polywood furniture, of company’s choice• Expand incentive to local schools – Per school, each class that brings in the most milk jugs receives a pizza party or Palace Pointe Gift Certificates.• This initiative not only rallies our county to get involved, but provides tasks for adults with disabilities. #milkjugsmeanjobs62
PARTNERSHIP BENEFITS$15,000 worth of advertising and education for half the costIncrease positive outlook of industryDeveloping relations with PCRC and NCDEQPartnership with local business to enhance lives in Person CountyCreates job opportunities for adults with disabilities who may not have other opportunities available. 63
TIMELINE GOALIMPLEMENTATIONReview @ PolywoodGiveaways, Appreciation Luncheon, Recycling InformationKickoff with first giveaway set for FebruaryEducation campaign will continue through the fiscal year, ending June 30, 202010/09/1911/12-11/15/1912/20195/20202/201964
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RECYCLINGUNITYPCRCPolywood66
AGENDA ABSTRACT
Meeting Date: November 18, 2019
Agenda Title: Licensed Clinical Social Worker for Person Family Medical Center to
Work in Person County Schools
Summary of Information: In FY21, mental health funds that previously were used for
supplementing a psychiatrist through Cardinal Innovations will no longer be needed as the state
moves to managed care. Due to maintenance of effort requirements, Person County must still
allocate these funds for mental health purposes. Person Family Medical Center proposes to use a
portion of the funds to hire a full time licensed clinical social worker to work in Person County
Schools to address mental health issues. Person Family Medical Center would provide clinical
supervision for the position, bill insurance for some services if appropriate, and provide quarterly
reports on the number of clients served. Privacy of clients would be protected through an
agreement meeting HIPAA requirements. Person Family Medical Center proposes beginning the
position in the current fiscal year, using $25,000 of unspent mental health funds to advertise, hire,
and train a new employee. Funding to continue the position will be included in the FY21
recommended mental health budget at $50,000.
Recommended Action: Provide staff with feedback about proposal and approve funding, if
desired.
Submitted By: Laura Jensen, Interim Assistant County Manager
67
AGENDA ABSTRACT
Meeting Date: November 18, 2019
Agenda Title: Old Helena School Inclusion on Study List for Potential Nomination to National
Register of Historic Places
Summary of Information: On October 10, 2019, the National Register Advisory Committee
for the State Historic Preservation Office determined that Old Helena School is potentially eligible
for nomination to the National Register of Historic Places and added the property to the Historic
Preservation Office’s Study List. The next step in the process is to prepare a formal National
Register nomination document, which thoroughly describes and evaluates Old Helena School’s
physical characteristics, documents its history and assesses the significance of the school in the
community, and demonstrates how the school meets National Register criteria for evaluation. The
formal nomination document must be supported with professional quality photographs, maps, and
other materials, and must be prepared according to federal and state guidelines. Due to the high
standards expected for formal nominations, most are prepared by private consultants. For
discussion purposes, a cost proposal was prepared by an experienced National Register consultant
who has prepared nominations for other historic school properties. The consultant’s estimated fee
for preparing a nomination is $6,685. Further proposals can be solicited at the direction of the
Board of County Commissioners.
Recommended Action: Review the State Historic Preservation Office’s information and
guidelines for formal nominations to the National Register of Historic Places, as well as the
proposal from a National Register nomination consultant, and direct staff as appropriate.
Submitted By: Laura Jensen, Interim Assistant County Manager
68
Proposal
Old Helena School
National Register Nomination
Person County, North Carolina
Photo courtesy of http://www.pshs1970.com/HighSchools/HelenaHighSchool.png
Prepared by:
Heather Wagner Slane
hmwPreservation
P. O. Box 355
Durham, North Carolina 27702
69
Old Helena School
National Register Nomination
Heather Wagner Slane is pleased to present a proposal for the completion of a National Register nomination for the Old
Helena School in Person County, North Carolina. With experience documenting schools and school complexes
throughout North Carolina, familiarity with the National Register criteria, and proficiency with the nomination process,
the consultant is uniquely qualified to document these important historic resources. This proposal presents the
qualifications of the consultant, a description of her methodology, and a fixed fee and schedule for the project.
The final product will be a National Register of Historic Places nomination for the Old Helena School in Person
County, North Carolina. The consultant will coordinate the nomination with the North Carolina HPO. Nomination
standards and procedures will follow the guidelines of Practical Advice for Preparing National Register Nominations in
North Carolina and the National Register Bulletin: How to Complete the National Register Registration Form. The
consultant will submit digital copies of the survey and National Register photos, maps, and other materials to the client
for their records. Digital and paper copies of the survey file, photos, maps, National Register nomination, and any
additional documentation will be provided to the North Carolina HPO.
Consultant Qualifications:
Heather Wagner Slane has been working with National Register, survey, and Rehabilitation Tax Credit projects in
North Carolina and southern Virginia since 2005. Heather has a positive working relationship with the North Carolina
HPO that begun during her time as a graduate student at UNC-Greensboro and has subsequently grown over the past
fourteen years. Their collaboration has resulted in nearly forty successful National Register nominations for individual
buildings and historic districts throughout North Carolina. Research and documentation for the preparation of National
Register nominations for the Little River High School (Durham County) in 2017, the West Martin School (Martin
County) in 2018, and eight Rosenwald-funded schools and school complexes in 2018 has given her experience working
with physical and on-line resources, including principals reports and school board minutes, as well as alumni interviews
and other educational resources necessary for creating historic and educational contexts.
Cheri LaFlamme Szcodronski holds a Bachelor’s degree in Biology-Ecology from Clarion University of Pennsylvania
and a Master's degree in Public History-Historic Preservation from Middle Tennessee State University. Cheri has a
strong background in historical and genealogical research, cultural landscapes, and preservation planning, and has
completed a variety of projects across North Carolina, Tennessee, and northern Alabama. She has authored or co-
authored individual and multiple property nominations to the National Register of Historic Places. Cheri augments
Heather’s background in architecture and design with her research-based, interdisciplinary experience.
Heather Wagner Slane will lead the preparation of the National Register nominations with field and research assistance
provided by Cheri LaFlamme Szcodronski. Both Heather and Cheri meet the Professional Qualifications Standards set
by the Secretary of the Interior and are listed on the roster of National Register Consultants with the State Historic
Preservation Office (HPO).
National Register Methodology:
The preparation of the Old Helena School National Register nomination will be completed in four main stages: Data
Collection/Field Work, Architectural Context, Historic/Educational Context, and National Register Report Preparation.
Data Collection/Field Work will include a full architectural survey of the buildings and property. The survey will
include digital photography (including both interior and exterior views), notes on the materials and conditions of the
buildings, and sketch maps of the site indicating building placement and relationships. This phase will also include the
gathering of principals’ reports, school board minutes, existing survey files, deeds and plats, and other available historic
and educational sources related to the Old Helena School and education in Person County.
Architectural Context will include the preparation of architectural descriptions for the buildings, site, and surrounding
area. It will focus on the architectural details of the school and will include a comparison to similar schools in the region
and from the same time period.
Historic/Educational Context will include the preparation of a written history and educational significance for the
property. The collected principals’ reports, school board minutes, and other sources will be consulted to create a context
for the educational significance of the property. Additionally, alumni interviews, if available, will be conducted during
this phase to further interpret the history of the school.
70
Report Preparation is the final phase and includes the preparation of the National Register application form. The
completed report includes a description of the buildings and property, a written history and significance of the property,
bibliography, and boundary justification. The full National Register nomination, including photos, will be submitted
digitally to the NC-HPO and NPS.
Revisions and corrections to the nomination will take place according to the review schedule of the NC-Historic
Preservation Office. See “Terms and Conditions.” Upon acceptance by the NC-HPO and the National Register
Advisory Committee, a copy of the full nomination with maps, photos, and text will be provided in digital form to the
property owner.
Recently Completed National Register Projects:
West Martin School (Martin County)
West Martin Alumni Association Inc.
Barbara J. Council
bjcouncil@yahoo.com
252.795.4398
https://files.nc.gov/ncdcr/nr/MT1088.pdf
Little River High School (Durham County)
Little River Community Complex LLC
Wanda Carrington & Brenda McEachin
wandapunkin@aol.com & bspm1950@gmail.com
919.560.2309 & 919.599.6532
https://files.nc.gov/ncdcr/nr/DH3659.pdf
Allen Grove School
Bladen County Training School
Canetuck School
Castalia School
Cleveland School
Concord School
Lincoln Heights School
Mars Hill School
NC-State Historic Preservation Office
Jenn Brosz
Jenn.brosz@ncdcr.gov
919.814.6587
Gibsonville School (Guilford County)
Third Wave Housing
Richard Angino
richard@thirdwavehousing.com
904.616.2643
https://files.nc.gov/ncdcr/nr/GF3267.pdf
For a list of All Current and Completed National Register
& Historic Tax Credit Projects, visit www.hmwpreservation.com
71
Old Helena National Register Nomination
Proposal by Heather Wagner Slane, October 17, 2019
Task Hrs. Amount
Fieldwork
Architectural Survey 4 $160
Draft Architectural Description 10 $500
Preliminary Archival Research 5 $200
Architectural Context
Architectural Comparison 10 $400
Draft Architectural Context 10 $500
Historic/Educational Context
Archival Research 30 $1,200
Draft History and Significance/Context 35 $1,750
Report Preparation
Draft Full Nomination w/Form & Biblio 15 $750
Map Preparation (survey & NR maps) 6 $240
Revisions:
Revision of Draft into Final Nomination 15 $750
Total Labor 140 $6,450
Direct Costs:
Enlarged prints: 24 @ $4.15 each
$100
Mileage: 3 trips @ 70 miles
$105
Printing/Misc. Supplies
$30
Total Direct Costs $235
Final Combined Total
$6,685
72
Terms and Conditions:
1. Consultant will invoice property owner upon the submittal of each phase of work. Consultant expects to receive
payment within one month of date of invoice.
2. Consultant cannot guarantee that a nomination will be listed in the National Register. She will prepare the nomination
to professional standards and will make every effort in ensure that it will be successful. Consultant’s contract is
complete when the nomination has been accepted and scheduled for presentation to the National Register Advisory
Committee, which meets three times yearly.
3. The length of review time for a draft nomination by the State Historic Preservation Office is unpredictable. At best,
the draft may be reviewed within six months. However, review times of nine to twelve months are more typical. The
consultant will respond to comments and make necessary corrections to the nomination and survey files within 30 days
of receipt from the SHPO. The North Carolina National Register Advisory Committee meets three times a year and
nominations can be brought before the committee only after approval by the SHPO staff.
4. The determination of appropriate boundaries for historic properties with extensive acreage can be problematic. The
reason is that eligibility standards for historical integrity of all resources are high. Ideally, the entire parcel associated
with the primary historic buildings will be able to be included in the boundaries. Sometimes, due to changes in
character, appearance, or usage made after the end of the historical period of significance, the boundary may exclude
certain sections of a parcel. This determination is made by the state, not by the consultant.
73
74
75
STATE HISTORIC PRESERVATION OFFICE
OFFICE OF ARCHIVES AND HISTORY
NORTH CAROLINA DEPARTMENT OF NATURAL AND CULTURAL RESOURCES
NATIONAL REGISTER FACT SHEET 1
WHAT IS THE NATIONAL REGISTER OF HISTORIC PLACES?
The National Register of Historic Places is the nation's official list of buildings, structures, objects, sites, and districts worthy of preservation for their significance in American history, architecture, archaeology, and culture. The National Register was established by the National Historic Preservation Act of 1966. The purpose of the Act is to ensure that as a matter of public policy, properties significant in national, state, and local history are considered in the planning of federal undertakings, and to encourage historic preservation initiatives by state and local governments and the private sector.
What the National Register Means for the Private Property Owner
The listing of a property in the National Register places no obligation or restriction on a private owner using private resources to maintain or alter the property. Over the years, various federal incentives have been introduced to assist private preservation initiatives. A private owner of a National Register property becomes obligated to follow federal preservation standards only if federal funding or licensing is used in work on the property, or if the owner seeks and receives a special benefit that derives from National Register designation, such as a grant or a tax credit described below.
When a National Register nomination is prepared, all buildings, objects, structures and sites on each property must be categorized as contributing or noncontributing. Contributing resources are those constructed during the period of significance which substantially convey their appearance from that period. Noncontributing resources are those that do not date from the period of significance or date from the period of significance and have been substantially altered.
National Register listing should not be confused with local historic property and historic district designations. These designations are made by a local governing board on the recommendation of a local historic preservation commission. This program of local designations is an option available to local governments under North Carolina enabling legislation (G.S. 160A-400). Properties and districts listed in the National Register sometimes also receive local designation in jurisdictions where local preservation commissions have been established according to the state enabling legislation, but there is no direct correlation between National Register listing and local designation.
National Register listing means the following:
1.Consideration and Protection in Public Planning:
All properties and districts listed in or eligible for listing in the National Register are considered in the planning of
federal undertakings such as highway construction and Community Development Block Grant projects. "Federal undertakings" also include activities sponsored by state or local governments or private entities if they are
licensed or partially funded by the federal government. "Federal undertakings" do not include federal farm
subsidies or loans made by banks insured by the FDIC.
National Register listing does not provide absolute protection from federal actions that may affect the property. It means that if a federal undertaking is in conflict with the preservation of a National Register property, the North Carolina Historic Preservation Office will negotiate with the responsible federal agency in an effort to eliminate or minimize the effect on the historic property. This review procedure applies to properties that are determined eligible for the National Register in the day-to-day environmental review process as well as those actually listed in the National Register.
Similarly, North Carolina law (G.S. 121-12a) provides for consideration of National Register properties in undertakings funded or licensed by the state. Where a state undertaking is in conflict with the preservation of a National Register property, the North Carolina Historical Commission is given the opportunity to review the case and make recommendations to the state agency responsible for the undertaking. The commission's recommendations to the state agency are advisory.
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National Register Fact Sheet 1, Page 2
2. Incentives for the Preservation of National Register Properties:
Tax Benefits. Under the federal Tax Reform Act of 1986, a privately owned building that is listed in the National
Register or is a contributing building in a National Register historic district may be eligible for a 20% federal income investment tax credit claimed against the costs of a qualified rehabilitation of the building. The federal
credit applies only to income-producing, depreciable properties, including rental residential properties. The
federal credit does not apply to owner-occupied residential properties. The cost of the rehabilitation must exceed the adjusted basis of the building. Plans for the rehabilitation are reviewed by the North Carolina Historic
Preservation Office and the National Park Service, and work on the building must meet the Secretary of the Interior’s Standards for Rehabilitation.
Please note that the former North Carolina State Historic Credit program expired for rehabilitation expenses
incurred after December 31, 2014. New state historic tax credit programs go into effect on January 1, 2016 for both income-producing properties and non-income-producing properties, including private residences.
This new program allows taxpayers who receive the federal income tax credit for rehabilitating certified historic structures to take a state credit against North Carolina income taxes on income-producing properties. Also these
new North Carolina tax credits provide a state income tax credit for non-income-producing properties listed in the
National Register or as a contributing building in a National Register historic district, including private residences. For more information and applications, contact the Tax Credit Coordinator at the address given below,
or call 919/814-6585 for income-producing projects or 919/814-6574 for non-income-producing projects.
The Tax Treatment Extension Act of 1980 provides federal tax deductions for charitable contributions of partial interests (easements) in historically significant properties for conservation purposes. Interested individuals should
consult legal counsel or the local Internal Revenue Service office for assistance in determining the tax consequences of the provisions of this act.
Grants and Loans. A limited program of matching grants for the rehabilitation of National Register properties, including those that are privately owned, was authorized by the National Historic Preservation Act of 1966, but has not been funded to a significant degree since the early 1980s. A loan program authorized by the Act has never been funded.
In some years, the North Carolina General Assembly has made funds for preservation projects available to local governments and nonprofit groups through one-time discretionary appropriations. Such appropriations may or may not be repeated in coming years. The only private properties that have received state appropriations are those owned by non-profit organizations. Listing in the National Register has not been a precondition for receipt of a state grant.
Owner Consent: A privately owned individual property may not be listed in the National Register over the objection of its owner or, in the case of a property with multiple owners, over the objection of a majority of owners. A district may not be listed in the National Register over the objection of a majority of owners of private property within the proposed district. For a complete description of procedures for objecting to a National Register nomination, see National Register Fact Sheet 5: "Procedure for Supporting or Objecting to National Register Listing."
See also the following numbered National Register Fact Sheets: 2: "National Register Criteria for Evaluation" 3: "How Historic Properties Are Listed in the National Register of Historic Places" 4: "The National Register of Historic Places in North Carolina: Facts and Figures"
See the handout entitled "A Comparison of the National Register of Historic Places With Local Historic Landmark and District Designations" for a review of the differences between these two programs.
FOR MORE INFORMATION:
HPO website: https://www.ncdcr.gov/about/history/division-historical-resources/nc-state-historic-preservation-office
Historic structures and the National Register: Survey and National Register Branch, 919/814-6570
Archaeological sites and the National Register: Office of State Archaeology, 919/814-6554 Preservation tax credits and technical restoration assistance: Restoration Services Branch, 919/814-6570 Environmental protection and planning: Environmental Review Branch, 919/814-6570
Written inquiries to each of these branches may be sent to the State Historic Preservation Office, 4617 Mail Service
Center, Raleigh, North Carolina 27699-4617.
The National Register program is governed by the following federal and state rules and regulations: 36CFR Part 60 (interim
rule), 36CFR Part 61 (final rule), and North Carolina Administrative Code T07: 04R .0300.
10/2019 77
STATE HISTORIC PRESERVATION OFFICE
OFFICE OF ARCHIVES AND HISTORY
NORTH CAROLINA DEPARTMENT OF NATURAL AND CULTURAL RESOURCES
NATIONAL REGISTER FACT SHEET 2
NATIONAL REGISTER CRITERIA FOR EVALUATION
The following criteria are designed to guide the states, federal agencies, and the Secretary of the Interior
in evaluating potential entries for the National Register.
The quality of significance in American history, architecture, archaeology, and culture is present in districts,
sites, buildings, structures, and objects that possess integrity of location, design, setting, materials,
workmanship, feeling, and association, and:
A. that are associated with events that have made significant contribution to the broad patterns of our history; or
B. that are associated with the lives of persons significant in our past; or C. that embody the distinctive characteristics of a type, period, or method of construction, or that represent the
work of a master, or that possess high artistic values, or that represent a significant and distinguishable entity whose components may lack individual distinction; or
D. that have yielded, or may be likely to yield, information important in prehistory or history.
Criteria Considerations (Exceptions): Ordinarily cemeteries, birthplaces, or graves of historical figures, properties owned by religious institutions or used for religious purposes, structures that have been moved from their original locations, reconstructed historic buildings, properties primarily commemorative in nature, and
properties that have achieved significance within the past 50 years shall not be considered eligible for the
National Register. However, such properties will qualify if they are integral parts of districts that do meet the criteria or if they fall within the following categories:
A. a religious property deriving primary significance from architectural or artistic distinction or historical importance; or
B. a building or structure removed from its original location but which is significant primarily for architectural value, or which is the surviving structure most importantly associated with a historic person
or event; or C. a birthplace or grave of a historical figure of outstanding importance if there is no other appropriate site or
building directly associated with his or her productive life; or D. a cemetery that derives its primary significance from graves of persons of transcendent importance, from age, from distinctive design features, or from association with historic events; or
E. a reconstructed building when accurately executed in a suitable environment and presented in a dignified manner as part of a restoration master plan, and when no other building or structure with the same association has survived; or
F. a property primarily commemorative in intent if design, age, tradition, or symbolic value has invested it with its own historical significance; or
G. a property achieving significance within the past 50 years if it is of exceptional importance. (see other side)
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National Register Fact Sheet 2, Page 2
11/2015
APPLYING THE CRITERIA
The two principal issues to consider in determining eligibility for the National Register are "significance" and "integrity."
A property may have "significance" for association with important events or patterns of history (criterion A); for association with
an important historical figure (criterion B); as an important example of period architecture, landscape, or engineering (criterion C);
or for the information it is likely to yield (criterion D, applied to archaeological sites and districts, and sometimes applied to certain
types of structures). A National Register nomination must demonstrate how a property is significant in at least one of these four
areas. For properties nominated under criterion A, frequently cited areas of significance are agriculture, community planning and
development, social history, commerce, industry, politics and government, education, recreation and culture, and others. For
technical reasons, criterion B (significant person) nominations are rare. Criterion C (architecture) is cited for most, but not all,
nominations of historic buildings. Archaeological sites are always nominated under criterion D, but may also have significance
under one or more of the other three criteria.
Properties are nominated at a local, state, or national level of significance depending on the geographical range of the importance
of a property and its associations. The level of significance must be justified in the nomination. The majority of properties (about
70%) are listed at the local level of significance. The level of significance has no effect on the protections or benefits of listing.
Besides meeting one or more of the above criteria, a property must also have "integrity" of "location, design, setting, materials,
workmanship, feeling, and association." This means that the property must retain enough of its historic physical character (or in
the case of archaeological sites, intact archaeological features) to represent its historic period and associations adequately.
All properties change over time, and in some cases past alterations can take on historical significance in their own right. The
degree to which more recent, incompatible, or non-historic alterations are acceptable depends on the type of property, its rarity,
and its period and area of significance. Buildings with certain types of alterations are usually turned down by the National Register
Advisory Committee. For example, 19th and early 20th century wood frame buildings that have been brick veneered in the mid-
20th century are routinely turned down for loss of historic integrity. Similarly, it is extremely rare that buildings covered in
synthetic materials such as aluminum or vinyl siding are individually eligible for listing in the Register.
Criteria Exceptions
The criteria exclude birthplaces and graves of historical figures, cemeteries, religious properties, moved buildings, reconstructions,
commemorative properties, and properties less than 50 years old, with certain exceptions. The following exceptions are sometimes
encountered:
Historic churches that are architecturally significant and retain sufficient architectural integrity can be successfully nominated
under criterion C (architecture), sometimes together with criterion A for social or religious history, provided they have not been
brick-veneered or covered in aluminum or vinyl siding.
Cemeteries may sometimes successfully be nominated under criterion C when they retain important examples of historic stone
carving, funerary art, and/or landscaping, and they also may be eligible under criterion A or criterion D. However, both the
National Register Advisory Committee and the National Register have turned down nominations of graves when the historical
importance of the deceased is the sole basis for the nomination. The National Register was created primarily to recognize and
protect historic places and environments that represent how people lived, worked, and built in the historic past. Human burials are
recognized and protected under other laws and programs.
Moved buildings may sometimes be successfully nominated under criterion C for architecture when they remain in their historic
communities and the new setting adequately replicates the original setting. The point to remember is that the program is called the
National Register of Historic Places, not Historic Buildings or Historic Things, because significance is embodied in locations and
settings as well as in the structures themselves. Buildings moved great distances, buildings moved into incompatible settings (such
as a farmhouse moved into an urban neighborhood or a downtown residence moved to a suburb), and collections of buildings
moved from various locations to create a pseudo-historic "village" are routinely turned down. In some cases, the relocation of a
historic building to a distant or incompatible setting may be the last and only way to save it, and such an undertaking may be
worthwhile. However, sponsors of such a project must understand that the property subsequently may not be eligible for the
National Register.
If a property is less than 50 years old, it can be nominated only if a strong argument can be made for exceptional significance. For
example, Dorton Arena on the State Fairgrounds was completed in 1953. It was successfully nominated to the National Register in
1973 as one of the most important examples of modernism in post-World War II American architecture.
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(see other side)
STATE HISTORIC PRESERVATION OFFICE
OFFICE OF ARCHIVES AND HISTORY
NORTH CAROLINA DEPARTMENT OF NATURAL AND CULTURAL RESOURCES
NATIONAL REGISTER FACT SHEET 3
HOW HISTORIC PROPERTIES ARE LISTED IN
THE NATIONAL REGISTER OF HISTORIC PLACES
Who Administers the National Register Program?
The National Register of Historic Places is a list maintained by the National Park Service of buildings, structures,
sites, objects, and districts that are significant in American history, architecture, archaeology, engineering, and
culture, and that meet criteria for evaluation established by the National Historic Preservation Act of 1966.
Nominations to the National Register are submitted from each of the states by the State Historic Preservation
Officer (SHPO). In North Carolina, the SHPO is the Deputy Secretary of the Office of Archives and History. The
section that administers the National Register and related programs is the State Historic Preservation Office
(HPO). The personnel of the Historic Preservation Office serve as staff for the SHPO in National Register activities
and duties.
In every state, a review board examines potential nominations and makes recommendations to the SHPO regarding
the eligibility of properties and the adequacy of nominations. In North Carolina, the review board is called the
National Register Advisory Committee (NRAC). The NRAC meets thrice annually (February, June, October) to
consider the eligibility of properties for nomination to the National Register. Nominations prepared under the
supervision of the HPO staff and recommended for nomination by the NRAC are forwarded to the SHPO for review
and formal nomination. They are then forwarded to the Keeper of the National Register in the National Park Service
in Washington, D.C. Final authority to list properties in the National Register resides with the National Park Service.
How are Eligible Properties Identified?
Properties and districts that may be eligible for the National Register are usually brought to the attention of the HPO
staff and the NRAC either (1) through a county or community survey of historic properties co-sponsored by the
Historic Preservation Office and a local government or organization; (2) by interested individuals who provide
preliminary information about properties to the HPO staff; or (3) through historic property surveys conducted as part
of the environmental review process.
Persons who seek National Register listing for properties that have not been recorded in survey projects co-sponsored
by the Historic Preservation Office may submit a "Study List Application" to the HPO. If adequate information and
color views of the property are included with the application, the NRAC will consider the property at its next
quarterly meeting. If in the opinion of the NRAC the property appears to be potentially eligible for the National
Register, it is placed on the Study List. This action by the NRAC authorizes the HPO staff to work with the owner to
coordinate a formal nomination of the property to the National Register.
The NRAC can best evaluate the eligibility of an individual property within the context of a community-wide or
regional inventory of historic or prehistoric properties. This provides a basis for comparing the relative significance
of similar types of historic or prehistoric properties in a community or region. In counties or communities where no such inventory has been assembled, the NRAC will sometimes find it necessary to defer a decision about the
eligibility of an individual property until a comprehensive survey of historic properties has taken place. Likewise, the
NRAC may consider some properties as contributing components within larger districts but not as individually
eligible. Information about grants to local governments for local historic property surveys and nominations is
available from the Historic Preservation Office.
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What is a National Register Nomination?
A National Register nomination is a scholarly and authoritative document that thoroughly describes and evaluates a
property's setting and physical characteristics, documents its history, assesses its significance in terms of its historic
context, and demonstrates how it specifically meets National Register criteria for evaluation. It is supported by
professional quality photographs, maps delineating the property's boundaries, and other materials and information.
The nomination must be prepared according to federal and state guidelines.
Who Prepares National Register Nominations?
Most nominations are prepared by private consultants hired either by individual property owners or by local
governments or organizations. Nominations of archaeological sites are sometimes prepared by professional
archaeologists as part of their on-going research. HPO National Register staff is responsible for reviewing, editing,
and processing nominations prepared in these ways. Due to the great demand for National Register nominations and
the small number of HPO staff, the HPO is unable to prepare nominations as a public service.
An owner of a Study List property who seeks to have it listed in the National Register may hire a private consultant
to prepare the nomination. A list of qualified consultants is available from the Historic Preservation Office. HPO staff
cannot quote fees, and fees will vary depending on the consultant and the complexity of the nomination. An owner
may expect to pay a professional historian, architectural historian, or archaeologist the equivalent of 40 to 80 hours of
time at a professional hourly wage.
Some owners are interested in preparing their own nominations and are capable of doing so. Practical Advice for Preparing National Register Nominations in North Carolina is available on the HPO website. The level of
description, historical documentation, analysis, and writing in every nomination must meet accepted professional
standards. The SHPO will not submit substandard nominations to Washington, and HPO staff cannot make major
revisions or provide detailed critiques of inadequate nominations. Because documentation of archaeological
properties generally involves data collection, analysis, and interpretation requiring specialized training, nominations
of archaeological properties are always prepared by professional archaeologists.
What Happens to the Finished Nomination?
The nomination is reviewed by members of the National Register Advisory Committee at one of the regular thrice
yearly meetings. If the NRAC recommends that the nomination be submitted to the National Register, it is signed by
the State Historic Preservation Officer and forwarded to the Keeper of the National Register. At the National Register
office, the nomination is reviewed and the decision to list or not list is made within not less than 15 and not more
than 45 days of receipt. If the property is listed, the HPO will notify the owner and provide a certificate stating that
the property has been listed in the National Register of Historic Places. Owners who desire plaques may order them
from private commercial suppliers. The HPO does not provide plaques or recommend any particular supplier, but a
list of manufacturers is available on request.
FOR MORE INFORMATION CONTACT: National Register Coordinator
Survey and National Register Branch
State Historic Preservation Office
4617 Mail Service Center
Raleigh, North Carolina 27699-4617 919/814-6587
Offices of the Survey and National Register Branch are at 109 E. Jones Street in Raleigh. For information about
archaeological sites and the National Register, contact the Office of State Archaeology, 4619 Mail Service Center,
Raleigh, NC 27699-4619, telephone 919/814-6554.
Please see the Historic Preservation Office website at https://www.ncdcr.gov/about/history/division-
historical-resources/nc-state-historic-preservation-office
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STATE HISTORIC PRESERVATION OFFICE
OFFICE OF ARCHIVES AND HISTORY
NORTH CAROLINA DEPARTMENT OF NATURAL AND CULTURAL RESOURCES
NATIONAL REGISTER FACT SHEET 4
THE NATIONAL REGISTER OF HISTORIC PLACES
IN NORTH CAROLINA: FACTS AND FIGURES . There are more than 90,000 listings of historic buildings, structures, sites, objects, and districts in the National Register across the United States and its territories. . The first nominations from North Carolina were submitted in 1969. Today there are more than 3,000 National Register listings in the state. In recent years the state has submitted an average of 30 new nominations per year to the National Register. Most nominations are prepared by private consultants working for local governments or for private property owners. Nominations are carefully prepared and screened in the review process, and 99% of all nominations from North Carolina have been successfully listed. A list of all National Register entries in North Carolina arranged alphabetically by county and giving name, town or vicinity, and date listed plus a link to the complete nomination, is available on the State Historic Preservation Office web site at https://www.ncdcr.gov/about/history/division-historical-resources/state-historic-preservation-office/architectural-3 . A similar list may be accessed at the National Register web site, http://www.cr.nps.gov/nr/research/ . Of the more than 3,000 total listings in North Carolina, about 570 are historic districts, some of which contain hundreds of contributing historic buildings or sites. Types of districts include residential neighborhoods, commercial districts, prehistoric and historic archaeological districts, industrial complexes, mill villages, and rural farming districts. Since the first historic district nominations did not include complete lists of all properties within district boundaries, it is not possible to determine the precise number of historic properties in North Carolina that are listed in the National Register. The National Park Service estimates that more than 75,000 historic resources in North Carolina are listed in the National Register either as individual listings or as contributing properties within districts. Properties within districts that contribute to the historic character of the district are eligible for federal environmental protections and benefits to the same extent as if they were individually listed. . Of all North Carolina properties listed in the National Register, approximately 85% are privately owned and 15% publicly owned. About 70% are listed at a local level of significance, 25% at a statewide level, and 5% at a national level of significance. The level of significance at which a property or district is listed does not affect its eligibility for benefits or the consideration it receives in environmental review processes. . North Carolina's National Register listings reflect the whole spectrum of the state's human experience through its long history: prehistoric Indian sites; shipwreck sites; modest log houses of settlers and slaves; houses and outbuildings of ordinary farmers and townspeople; the mansions of wealthy planters and merchants; churches of all sizes and denominations; courthouses, schools and other public buildings; commercial buildings of many types; and industrial and transportation buildings and sites. Listings vary from 10,000-year-old archaeological sites to the 1953 Dorton Arena at the State Fairgrounds. What all these places have in common is that they reveal in a tangible way some important aspect of past life in North Carolina and its diverse communities. . The State Historic Preservation Office reviews approximately 3,000 federal and state actions annually to determine their potential effects on properties listed in or eligible for listing in the National Register. Where a federal or state undertaking is in conflict with the preservation of a National
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Register property, the State Historic Preservation Office will negotiate with the responsible agency in an attempt to eliminate or minimize the effect under procedures prescribed by federal law (Section 106 of the National Historic Preservation Act of 1966) or state law (G.S. 121-12a).
. From 1976 through December of 2017, 1,398 National Register properties in North Carolina were rehabilitated under state and federal historic preservation income-producing tax incentive programs, representing an investment of over $1.69 billion in National Register properties in the state. From 1998 through December 2017, completed rehabilitation projects of 1,750 owner-occupied residences, representing $272.25 million in investment, were reviewed for certification under a North Carolina historic preservation tax incentive program. . The Restoration Branch of the State Historic Preservation Office offers technical restoration consultation services to owners of historic properties, including municipal and county governments, churches, businesses, and private property owners. Restoration Branch staff provides consultation services to more than 2,000 historic properties in a typical year. Restoration staff is located in Raleigh (919/814-6590), Asheville (828/296-7230), and Greenville (252/830-6580). . Since seventy-eight of North Carolina's 100 counties and scores of municipalities have participated in survey and planning grant projects co-sponsored with the State Historic Preservation Office to conduct comprehensive surveys of historic properties and prepare nominations of properties and districts to the National Register of Historic Places. Many other counties have participated in regional reconnaissance surveys. The Survey and National Register Branch maintains an estimated 100,000 survey files with photographs and information about historic structures. The Office of State Archaeology maintains information concerning the approximately 41,000 prehistoric and historic archaeological sites recorded in the state. Fifty-seven counties and forty-five municipalities have published historic architecture survey catalogues, many of which are still in print and available for purchase from the State Historic Preservation Office.
For information about why the National Register was created and what listing means to a property owner, see NATIONAL
REGISTER FACT SHEET 1, "WHAT IS THE NATIONAL REGISTER OF HISTORIC PLACES?"
For an explanation of National Register criteria for evaluation, see NATIONAL REGISTER FACT SHEET 2, "NATIONAL
REGISTER CRITERIA FOR EVALUATION."
For information about how properties and districts are listed in the National Register, see NATIONAL REGISTER FACT
SHEET 3, "HOW HISTORIC PROPERTIES ARE LISTED IN THE NATIONAL REGISTER OF HISTORIC PLACES."
See the handout titled "A COMPARISON OF THE NATIONAL REGISTER OF HISTORIC PLACES WITH LOCAL
HISTORIC LANDMARK AND DISTRICT DESIGNATIONS" for an explanation of the differences between the two
programs.
FOR MORE INFORMATION:
Please Also See The Historic Preservation Office website at https://www.ncdcr.gov/about/history/division-historical-
resources/nc-state-historic-preservation-office
Historic structures and the National Register: Survey and National Register Branch, 4617 Mail Service Center, Raleigh,
NC 27699-4617; phone 919/814-6570.
Archaeological sites and the National Register: Office of State Archaeology, 4619 Mail Service Center, Raleigh, NC 27699-
4619; phone 919/814-6554.
Preservation tax credits and technical restoration assistance: Restoration Branch, 4617 Mail Service Center, Raleigh, NC
27699-4617; phone 919/814-6590.
Grants to local governments and organizations for historic property surveys and National Register nominations: Grants
Coordinator, Administration Branch, 4617 Mail Service Center, Raleigh, NC 27699-4617; phone 919/814-6582.
The National Register program is governed by the following federal and state rules and regulations: 36CFR Part 60 (interim
rule), 36CFR Part 61 (final rule), and North Carolina Administrative Code T07: 04R .0300.
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STATE HISTORIC PRESERVATION OFFICE
DIVISION OF HISTORICAL RESOURCES, OFFICE OF ARCHIVES AND HISTORY
NORTH CAROLINA DEPARTMENT OF NATURAL AND CULTURAL RESOURCES
NATIONAL REGISTER FACT SHEET 5
PROCEDURE FOR SUPPORTING OR OBJECTING TO
NATIONAL REGISTER LISTING
Under federal law a privately owned property may not be listed individually in the National Register over the objection of its owner or, in the case of a property with multiple owners, over the objection of a majority of owners. A district may not be listed in the National Register over the objection of a majority of owners of private property within the proposed district.
Supporting a National Register nomination:
Private owners who seek National Register listing for their properties are not required to submit statements of concurrence, though letters of support of the nomination are welcomed and become a permanent part of the nomination file. Owners who wish to support a nomination are encouraged to submit letters of support to the State Historic Preservation Officer prior to the National Register Advisory Committee meeting at which the nomination is to be considered.
Objecting to a National Register nomination:
Any owner or partial owner of a nominated private property who chooses to object to listing must submit to the State Historic Preservation Officer a notarized statement certifying that he or she is sole or partial owner of the private property and objects to the listing. Each owner or partial owner of the property has one vote regardless of what part of the property or how much property the individual owns. Owners who wish to object are encouraged to submit statements of objection prior to the meeting of the National Register Advisory Committee at which the nomination is being considered. However, statements of objection may be submitted and will be counted up until the actual date of listing, which usually takes place at least 15 days but not more than 45 days after the nomination is mailed to the Keeper of the National Register following the National Register Advisory Committee meeting.
If a majority of private property owners should object, the property or district will not be listed. However, in such cases the State Historic Preservation Officer is required to submit the nomination to the Keeper of the National Register for a determination of eligibility for the National Register. If the property or district is determined eligible for listing, although not formally listed, it will be treated as a listed property or district for purposes of federal undertakings in the environmental review process. Such properties are not eligible for federal preservation grants or tax credits until the objections are withdrawn and the property is listed.
Address letters of support or objection to:
State Historic Preservation Officer
Office of Archives and History
4610 Mail Service Center
Raleigh, North Carolina 27699-4610
National Register Advisory Committee meetings are open to the public. Meetings normally are held the second Thursday of February, June, and October in the conference room on the third floor of the Archives/State Library Building at 109 East Jones Street in Raleigh. For more information, call 919/814-6587.
FOR MORE INFORMATION: Historic structures and the National Register: Survey and National Register Branch, 919/814-6570. Archaeological sites and the National Register: Office of State Archaeology, 919/814-6554. Preservation tax credits and technical restoration assistance: Restoration Branch, 919/814-6570. Please visit the Historic Preservation Office web site here
The National Register program is governed by the following federal and state rules and regulations: 36CFR Part 60 (interim rule), 36CFR Part 61 (final rule), and North Carolina Administrative Code T07: 04R .0300
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AGENDA ABSTRACT
Meeting Date: November 18, 2019
Agenda Title: Joint Comprehensive Land Use Plan Consultant Selection
Summary of Information:
On September 6, 2019, staff released an RFP (Request for Proposals) for a joint Comprehensive
Land Use Plan Update for Person County and the City of Roxboro. Six consulting firms submitted
proposals including: Benchmark, HCP, N-Focus, Stewart, Withers Ravenel and Summit. All of
the proposals that staff received were under the approved amount budgeted by the county and city
for the update to the Comprehensive Land Use Plan.
Staff evaluated each proposal and ranked the RFP’s according to the criteria that was listed in the
RFP. The highest scoring firm was Benchmark followed by Stewart. N-Focus and Withers Ravel
tied for third. Staff then conducted phone interviews with the 4 highest scoring firms. Based on
the RFP submittal and the phone interview, Benchmark scored the highest among all of the firms
for both the RFP proposal and the phone interview. Benchmark was set apart from the other firms
in their experience working with several jurisdictions on a comprehensive land use plan as most
land use plans are performed for a single jurisdiction (a county or city). They have worked on 20
multi-jurisdictional plans over the past 10+ years, most recently for Lee County/City of
Sanford/Town of Broadway, NC and Alleghany County/City of Covington, VA. Benchmark also
proposed a very extensive public participation process to engage citizens in both the city and
county in the process.
Recommended Action:
Staff recommends that the Board select Benchmark as the consulting firm to perform the update
to the Comprehensive Land Use Plan for Person County and City of Roxboro. Please note that
city will make their selection at their meeting on December 10, 2019.
Submitted By: Lori Oakley, Planning Director
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Firm Benchmark HCP N-Focus
Stewart (in consultation
with Kimley Horn & Assoc.
and Nealon Planning)Withers Ravenel Summit
Primary Contact Person
Jason Epley and Vagn
Hansen T. Dale Holland Bob Clark and Richard Flowe
Cindy Szwarckop and Jake
Petrosky
WT Sorrell and Brendie
Vega Craig Wilson
Estimated Cost of Contract $170,000 $89,500 $182,400 + printing $179,680 $56,000 $102,000-$117,000
Estimated Timeframe 14 months 12 months 12 months 14 months 13 months 14 months
Public Participation /Outreach
Steering Committee
Meetings=8; Public
Meetings=3; Stakeholder
Interviews=1 (1-2 days);
Meeting with Technical
Committee (Dept. Heads
and Board members)=1;
Community Survey=1;
Project Website
Steering Committee
Mtgs=Up to 6; Public
Meetings=4 (incl. 2-day
charrette); Stakeholder
Interviews (with a max. Of
16 people)=1; Project
Website
Steering Committee
Meetings=7; Public
Meetings=6; Investor
Interviews and Downtown
Business Owner Interviews=1;
Utilize existing jurisdiction's
webpage and social media
Steering Committee
Meetings=5; Public
Meetings=2 (1-two day
visioning meeting and 1
presentation of draft plan);
Stakeholder Interviews (4-6
meetings over 1 day period);
Community Survey; Project
Website
Steering Committee
Meetings=4; Public
Workshops=2 and
Presentations=2;
Stakeholder Interviews= 1;
Surveys; Project Website
Steering Committee
Meetings=4; Public
Workshops=4; Focus Group
Meetings (6-8 Focus
Groups)=1; Public
Meetings=2; Resident
Survey
Comprehensive Plans Prepared by
the Firm (Incoluded relevant
examples based on type or similar
population/median income)
Joint plan for City of
Sanford, Lee Co., and Town
of Broadway (NC); Joint
plan for Alleghany Co. and
City of Covington (VA);
Joint plan for Colleton Co.
and Town of Cottageville
(SC); Comp plans for Town
of Shepardstown (WV),
Mount Airy (NC), and
Blowing Rock (NC)
Comp plans for Town of
Oak Island (NC), City of
Clinton (NC), and City of
Goldsboro (NC)
UDO+Comp plans for Town of
Wilson Mills (NC), Town of
Youngsville (NC), Town of
Williamston (NC), Town of
Andrews (NC), Town of
Marshville (NC), Town of
Midland (NC), and City of
Creedmore (NC); Master plan
for Town of Farmville (NC)
Comp plans for Granville
County (NC), Town of
Waynesville (NC) and Town of
Smithfield (NC)
Comp plan for Town of
Elkin (NC)
Comp plan for Richlands
(VA), Danville (VA),
Irvington (VA)
Familiarity with the City of
Roxboro and Person County
Not discussed, but has
familiarity with multi-
jurisdicational plans
Not discussed, but created
City of Roxboro's UDO
(2017)
Not discussed, but worked
with City of Creedmoore and
focuses on small/rural
communities
Not discussed, but worked
with neighboring communities
Dedicated section with city
and county strengths
specifically called out
Not discussed, but have
worked with similar
communities
Request for Proposals - Comprehensive Land Use Plan Update for Person County and City of Roxboro
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Request for Proposals -
Comprehensive Plan Update
(continued)
Benchmark HCP N-Focus
Stewart (in consultation
with Kimley Horn & Assoc.
and Nealon Planning)Withers Ravenel Summit
Evaluation Criteria
(Staff Recommendations
based on scale of 0 -5)
Quality of Proposal 4 4 4 4 3 4
Development of user-friendly
materials 4 4 4 4 4 4
Work plan / technical
approach 5 4 4 3 3 4
Qualifications and experience
of individuals performing
service, specifically with
regards to working with rural
and small communities 5 3 4 3 2 3
References 4 3 2 4 5 3
Knowledge of the City of
Roxboro and Person County 1 2 2 2 4 1
Current workload of the firm
and firm workload capacity 3 2 3 5 2 3
Total Score 26 22 23 25 23 22
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REQUEST FOR PROPOSALS
Person County, North Carolina & City of Roxboro, North Carolina
Joint Comprehensive Land Use Plan Update
September 6, 2019
Submission Deadline: October 2, 2019
Statement of Need:
Person County and the City of Roxboro are seeking proposals from qualified and professional consultants
to assist in the preparation of a Joint Comprehensive Land Use Plan update. The consultant awarded this
contract will have the primary responsibility of developing this document and will work in coordination
and consultation with the Person County Planning and Zoning Department and the City of Roxboro
Planning and Development Department. In addition, the City and County’s Planning staff, including the
County’s Geographic Information Systems (GIS) personnel, will assist the consultant with the preparation
of the plan. The plan will be used as a policy document to guide future development decisions.
Community Brief:
Person County is a rural community located in the northern Piedmont region of North Carolina, adjacent
to the border of Virginia. Established in 1792, Person County has a rich history that spans several
centuries. In addition to a rich history, Person County lies within three distinct watersheds; Neuse,
Roanoke, and Tar Pamlico. While Person County’s past growth has not matched some surrounding
communities, the abundant natural amenities, including Hyco and Mayo lakes, provide opportunities for
future growth. The County strives to capture these opportunities while protecting present natural
amenities. Person County’s current Land Use Plan was adopted in 2001 and is in need of an update.
Not unlike the surrounding county, the City of Roxboro is known for its quaint charm and friendly
atmosphere. The only municipality in Person County, Roxboro is unique in both shape and character.
Stretching nearly 8 miles north to south, but only a mile and a half across, this elongated area is the hub of
commercial development, where industrial, retail, and residential properties intermingle to serve the
citizens of the area. Over the past few years, great efforts have gone into the revitalization of the City’s
Central Business District, otherwise known as Uptown Roxboro. Now home to government offices, retail
stores, restaurants, entertainment venues, and other attractions, the Uptown district pays homage to the
history of the town, while looking toward creative growth for the future. Incorporated in 1855, the City of
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Roxboro has managed to maintain its small town appeal, while embracing more modernized
development. The current Land Use Plan for the City was also adopted in 2001.
Scope of Work:
The County and City envision the new comprehensive plan as a collaborative effort between the
consultant, staff, County and City officials, and the communities of Person County and the City of
Roxboro, with a planning horizon of 20 years. The following information contains elements expected
within the scope of work:
1. A Steering Committee made up of elected and appointed officials from both the County and City,
as well as interested and involved members of both communities has already been formed. The
Steering Committee will provide guidance and direction to the consultant throughout the
development of the plan and will make a recommendation to the two Governing Boards for
adoption of the plan. The consultant will act as the facilitator for the Steering Committee
meetings. There shall be a minimum of four (4) Steering Committee meetings throughout the
process
2. Public participation shall be an integral part of development of the plan. The selected consultant
will be asked to develop and oversee a comprehensive public engagement strategy in
coordination with the County and City Staff. Staff envisions a grass-roots approach to outreach,
that includes existing social media platforms, attendance at community events, and word-of-
mouth. A minimum of two (2) workshops and two (2) public meetings, at key points in the
development of the plan, must be provided. A final presentation of the plan shall be given to the
Steering Committee, City and County Planning Boards, and the two Governing Bodies. Staff will
be available to handle outreach logistics, prepare materials, and assist with presentations.
Proposals shall include provisions for any additional meetings that arise during plan review and
consideration.
3. Based on the public engagement process and under the guidance of the County and City Planning
staff, the selected consultant shall prepare the Joint Comprehensive Plan. This plan should be
based on a common vision, developed from input from the communities of Person County and the
City of Roxboro. It should be easy to read and use by the County and City staff, elected officials,
and the community in general. In addition to typical Comprehensive Plan sections, the selected
consultant will be asked to address at a minimum, the following:
i. Inventory and analysis of existing conditions, including the following topics of
interest:
1. Demographics
2. Economic Development
3. Transportation
4. Community Services and Facilities
5. Parks and Recreation Services
6. Education System
7. Natural Environment
8. Housing
9. Community Character
ii. Review of existing applicable studies, plans, and development regulations from
Person County and the City of Roxboro
iii. Land use, growth, and development map
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iv. Goals, objectives, and implementation strategies of the aforementioned topics of
interest
Deliverables:
The consultant shall provide digital versions of the Joint Comprehensive Plan and applicable maps for use
by the County and City (Microsoft Office, ArcGIS 10.1) as well as twenty (20) bound copies of the plan
along with the results of the community research. The plan should be constructed so hard copies can
easily be recreated by the County and City.
Contractual Agreement:
The submitted proposal by the selected firm will become an attachment to the agreement, signed by
Person County, the City of Roxboro, and the firm. Price quotations and other time-dependent information
must be valid for a minimum of one-hundred eighty (180) days from the closing date of this RFP.
Negotiations may be undertaken with firms that demonstrate adequate qualifications and that can perform
the responsibilities stated herein.
The consultant will be paid within the agreed upon timeframes, upon receipt of proper invoices and
progress reports. Payment will be made on a reimbursement basis for services actually performed. An
agreed percentage of the total contract amount will be withheld pending satisfactory completion of
services.
Proposal Submission Requirements:
1. Submission Schedule: Proposals are due to Lori Oakley, Person County Planning Director, by
October 2, 2019 at 5:00 PM. The County and City may invite one (1) or more selected firms to a
presentation and interview before staff and/or elected, or appointed officials, prior to final selection. It
is anticipated that the Notice to Proceed will be issued by December 20, 2019.
2. Method of Submission: One electronic copy in PDF format must be submitted along with six (6) hard
copies of the written proposal. All hard copy proposals must be signed in ink by the principal(s) of
the firm authorized to negotiate and contract for the work. Proposals are to be submitted in sealed
envelope(s)/container(s) and received by Lori Oakley, Person County Planning Director. Proposals
by telephone, e-mail, or facsimile shall not be accepted. Proposals shall not be returned and will
become property of Person County and the City of Roxboro.
3. Contact: For questions or to submit a proposal, please contact Lori Oakley, Person County Planning
Director, as outlined below. Any specific questions regarding the RFP should be sent in writing.
Budget parameters will not be discussed with a prospective consultant.
Lori Oakley
Person County Planning Director
(336) 597-7423
loakley@personcountync.gov
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4. Required Information: Proposals should be effectively organized and presented, and should be limited
in the number of pages and file size. All proposals shall address the following information:
A. Letter of Interest: Cover letter indicating interest in the project and identifying the firm’s ability
to provide services needed.
B. Introduction: A brief description of the firm including the number of years the firm has been in
existence, range of professional services, office locations, and staff size.
C. Work Plan/Technical Approach: In the project overview, describe the general project approach
and processes to be employed, describe a process approach that was used in the past to
successfully complete a similar project; describe the proposed project schedule including timeline
of major milestones, deliverables, and completion.
D. Consultant Personnel: Identify individuals from the firms’ professionals and others, who will
work on the project, and clearly demonstrate their professional credentials and experience
identifying pertinent experience to be applied to this project. Include their current workload and
workload capacity.
E. Experience and Qualifications: Brief documentation of the firm’s prior work relevant to this RFP
including the name, address, phone numbers, and e-mail of client references and primary contact
persons.
F. Fee Proposal: Provide a not-to-exceed price for all services.
Confidentiality:
Responses to the RFP will become public record and therefore will be subject to public disclosure.
However, if the consultant designates the proposal as confidential or trade secret, in accordance with
NCGS 132-1.2, the County and City will withhold the document from public disclosure to the extent that
it is entitled or required to do so by law.
Evaluation and Selection:
1. Evaluation: All submitted proposals will be evaluated and considered according to the following
criteria:
i. Quality of proposal
ii. Development of user-friendly materials
iii. Work plan/technical approach
iv. Current workload of firm and firm workload capacity
v. Knowledge of the City of Roxboro and Person County
vi. Qualifications and expertise of individuals performing service, specifically with regards to
working with rural and small communities
vii. References
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2. Conditions and Limitations: The County and City reserve the right to reject any proposal. The
County and City may or may not award this contract solely on the basis of the proposal. Any costs
incurred by respondents in preparing or submitting a proposal shall be the respondent’s sole
responsibility.
3. Equal Employment Opportunity: The County and City do not discriminate in administering any
programs and activities. The consultant awarded the contract for work will be required to ensure that
no person shall be denied employment, fair treatment, or be discriminated against on the basis of race,
sex, religion, age, national origin, or handicap.
92
Professional Planning Services for
Joint Comprehensive Plan Update
Person County, North Carolina
City of Roxboro, North Carolina
BENCHMARK
Statement of Proposal
October 2, 2019
Proposal Contact Information
Benchmark Planning
400 Clarice Avenue, Suite 130
Charlotte, NC 28204
Jason Epley, AICP, President
jepley@benchmarkplanning.com
704.933.5990 (Office)
704.305.4381 (Mobile)
93
CHARLOTTE | ST. LOUIS
800.650.3925
BENCHMARK
benchmarkplanning.com
94
October 2, 2019
Person County Planning & Zoning Department
Attn: Lori Oakley, CZO, Planning Director
325 S. Morgan Street Suite B
Roxboro, NC 27573
Dear Selection Committee,
On behalf of Benchmark, I would like to thank you for the opportunity to submit our
firm’s qualifications for your consideration as you begin the process of selecting a
consultant to assist the County and City with the collaborative update to the County’s
and City’s Land Use Plans. For over 35 years, Benchmark has worked with local
governments to develop meaningful, action oriented, and community-driven plans. Our
team is comprised of planning and design professionals who are passionate about their
work, and commit the full depth of their experience and talent to each of the projects
that we work on.
As our qualifications demonstrate, the core team members assigned to this project
possess a diverse array of professional planning experience working on similar projects
involving multiple jurisdictions in communities across the country. Specifically, we have
recently completed joint comprehensive planning projects for Alleghany County and the
City of Covington in Virginia; and the CIty of Sanford, Town of Broadway and Lee County
in North Carolina. The plans were prepared in a coordinated manner to address the
needs of County and Municipal residents in each respective jurisdiction.
Our team is well positioned to help the County and City lead a successful collaborative
and coordinated planning process that engages the entire community and creates a
forward-looking, action-oriented plan that builds upon the community’s most important
assets and opportunities. We look forward to the opportunity to discuss our proposal
and a scope of services with you in the near future. If you have any questions, or need
additional information that is not covered in our statement of qualifications, please
contact me by telephone at 704.305.4381 or by email at jepley@benchmarkplanning.
com.
Respectfully,
Jason M. Epley, AICP
President
BENCHMARK
400 Clarice Ave, Ste 130
Charlotte, NC 28204
800.650.3925
benchmarkplanning.com
95
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BENCHMARK PLANNING 1
Since our founding in 1982, Benchmark Planning’s dynamic leadership in
the field of urban planning and design has helped our client communities
achieve their aspirations through an approach that is best described as the
Art + Science of Planning - a philosophy which blends our creative talent
with the practical application of our technical expertise.
Headquartered in Charlotte, the Benchmark team has a national planning
practice that is focused on comprehensive planning, urban design, land use
regulations, downtown development and military community planning.
Our talented team of planners has a breadth of experience that provides
our clients with the innovative ideas and solutions that are necessary to
solve complex problems and develop plans that are grounded in reality and
focused on implementation.
Comprehensive Planning
Preparing comprehensive plans for municipal and county governments is a
core component of Benchmark’s practice. For over 35 years, Benchmark’s
team has worked closely with local governments to prepare plans that
address our client communities’ unique growth and development challenges.
Our client base spans a wide range of community types, ranging from small
rural communities with several thousand residents to growing suburbs, to
larger urban cities and regional organizations spanning multiple counties
with hundreds of thousands of residents.
Our team has prepared plans that range from standard city or county
comprehensive land use plans, to small area plans for revitalizing urban
neighborhoods, to planning at the regional scale to address land use
compatibility conflicts around military installations. All of our planning efforts
are focused on achieving our clients’ goals through the development of sound
strategic land use guidance that is based on our significant experience and
understanding of best practices in the field.
Growth Management
Benchmark’s team can help your community develop practical plans and
strategies to both manage and direct growth to maximize the benefits of your
infrastructure investments. We achieve this through complex development
capacity and cost/benefit analyses that allow a community to measure both
their capacity for growth and its potential impacts. We use the results of these
SECTION 1: CONSULTING TEAM
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BENCHMARK PLANNING2
analyses to prepare strategies and policy recommendations that help your
community realize the preferred growth scenario and maximize the benefits
that it realizes from new growth.
Development Regulations
Benchmark’s team of planning professionals has a wealth of experience both
writing and administering a wide variety of development ordinances, including
both standalone zoning and subdivision regulations, unified development
ordinances, and specialized ordinances dealing with design regulation and
similar matters. Our team regularly advises both local governments and
private developers on regulatory matters, keeping our team grounded in the
practical realities of development practices. This in turn helps to inform and
improve the effectiveness of the ordinances that we author.
Public Outreach and Engagement
Our team members facilitate successful public involvement and consensus
building through stakeholder interviews, charrettes, pop-up events, focus
group meetings and workshops. We leverage the power of technology to
support our public engagement activities and facilitate ongoing engagement
throughout the planning process, which includes the use of interactive online
engagement and real-time digital polling during public meetings. In addition,
we often work with partners such as Publicinput.com when more extensive
public engagement is desired.
Urban Design & Placemaking
Our interdisciplinary urban design team can help your community prepare
practical design concepts and standards based on the unique typologies and
character (e.g. downtown centers, commercial corridors, neighborhood infill
sites) of your focus area. Our urban designers will identify design solutions and
strategies that are based on their practical experience with implementation
and best practices that our team has learned through many years of national
and international practice in the field.
GIS Mapping & Analysis
Our team of GIS analysts and cartographers focus on using the significant
power of digital mapping to both produce complex analyses of issues in our
client communities and prepare digital capacity and cost/benefit analyses
that allow a community to measure both their capacity for growth and its
potential impacts. We use the results of these analyses to prepare strategies
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BENCHMARK PLANNING 3
and policy recommendations that help your community realize the
preferred growth scenario and maximize the benefits that it realizes from
new growth.
Transportation Planning
Our planners understand the critical linkages between transportation
and land use, and we strive to seek innovative solutions to our clients’
transportation needs. Whether it is identifying new highway corridors
to spur economic development, reimagining a downtown streetscape,
or planning routes for a greenway system, our team brings a wealth of
experience in solving complex transportation issues. In North Carolina,
Benchmark is an NCDOT prequalified consultant for Transportation
Planning projects.
Economic Development
Benchmark has extensive experience with assisting local governments
with strategic economic development planning and implementation
projects. Recent experience includes preparing a working lands study
for the Central Midlands Council of Governments in Columbia, SC, and
brownfields redevelopment projects in Chapel Hill, NC and Greenwood,
SC. Benchmark also works with private entities on economic development
planning, including work with the Multi-State Environmental Response
Trust on the redevelopment of a former Kerr-McGee industrial site in
Navassa, NC and developing a statewide inventory and GIS database
of potential rail-served industrial sites for the North Carolina Railroad
Company.
Sustainability
The Benchmark team is committed to sustainable development
practices, and we regularly incorporate these principles into our plans
and studies. Our planners have worked on projects that promote
sustainable growth coupled with habitat protection for endangered
species, coastal resource protection and the conservation of working
lands across the country. Beyond environmental sustainability, our team
strives to provide our client communities with development strategies
and policy guidance that foster growth patterns that limit the impact on
finite community resources (school and transportation capacity, public
safety services, utilities, etc.) while allowing growth to continue in an
orderly and rational manner that is responsive to market demands.
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BENCHMARK PLANNING4
Project Manager & Project Team
The project team selected to assist the County and the City was chosen based on their unique skills and extensive
experience working with similar communities. Benchmark’s President, Jason Epley, AICP, will be the project manager
responsible for the completion of the project on-time and on-budget. Jason has over 24 years of experience in the
planning profession, and has served in a variety of roles over his career, including as a planner for local governments
in North and South Carolina, as a regional planner with the North Carolina Department of Commerce and, for the
last 12 years, as a consultant in private practice serving a national client base. Specifically related to this project,
Mr. Epley has extensive experience managing the successful completion and implementation of numerous multi-
jurisdictional projects. Mr. Epley has worked closely with joint steering committees to facilitate the development
of a common vision, goals and objectives, tailoring implementation strategies for each jurisdiction to implement
the common vision. Vagn Hansen, AICP will be serving as the Assistant Project Manager and Lead Planner -
assisting Mr. Epley with the overall scope of the project, organizing the project team, and directing the day-to-day
planning effort. With nearly 16 years of professional planning experience, Mr. Hansen brings national experience
preparing plans for a range of client communities, which also includes a significant number of collaborative multi-
jurisdictional planning efforts to the project team. Mr. Hansen and Mr. Epley will be supported by the project team
identified below. The chart outlines the roles of each team member and their availability to contribute to the
preparation of the Joint Comprehensive Plan.
Team Member Project Roles %*
Jason Epley, AICP Project Manager / Planner / Economic Development 30%
Vagn Hansen, AICP Assistant Project Manager / Lead Planner / Mapping / Meeting Facilitation 30%
Daniel Douglas Lead Urban Designer / Commercial District Development 20%
Kris Krider, AICP Urban Design / Community Character / Environmental Resources 10%
Erin Burris, AICP Planner / Existing Plan and Ordinance Review / Historic Resources 10%
Bridget Callea, AICP-C Planner / Transportation and Mobility / Meeting Support 30%
Monika Gehl, LEED Green Assoc Urban Designer / Research / Document and Graphic Production 20%
Ben Barcroft, LEED Green Assoc Planner / Parks and Recreation / Meeting Support / Research Assistance 15%
*Team Member availability to contribute to the Joint Comprehensive Plan preparation.
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BENCHMARK PLANNING 5
Mr. Epley brings 24 years of national experience in the planning
profession to Benchmark’s consulting team. Currently the President of
Benchmark CMR, Inc., Jason’s past positions have included working with
municipal, county, regional and state government planning programs
throughout North Carolina. He specializes in comprehensive planning,
military planning, urban design, public involvement, and meeting
facilitation. Jason brings additional expertise and experience with
downtown development and design, and currently serves in the role
of Executive Director of the North Carolina Downtown Development
Association. He has a wealth of experience helping communities
develop meaningful plans and sound implementation strategies through
ordinance preparation and adoption, with project experience in well over
150 communities across the country.
Education
Master of City and Regional Planning, Clemson University
BA Geography, University of North Carolina - Greensboro
Certifications/Memberships
Member, American Institute of Certified Planners
Member, American Planning Association
Executive Director, NC Downtown Development Association
Member, National Society of Certified Public Managers
Member, National Trust for Historic Preservation
JASON M. EPLEY, AICP
President & CEO | Benchmark
Relevant Experience
Comprehensive Plan
Blowing Rock, NC
Comprehensive Plan
Aiken, SC
Comprehensive Plan
Covington, VA
Comprehensive Plan
Shepherdstown, WV
Comprehensive Plan
Waxhaw, NC
Comprehensive Plan
Alleghany County, VA
Downtown Master Plan
Concord, NC
Downtown Master Plan
Suffolk, VA
Redevelopment Study
Wilmington, NC
Redevelopment Study
Chapel Hill, NC
Multi-Jurisdictional Land Use Plan
Sanford / Lee County, NC
Bike & Pedestrian Master Plans
Clinton, NC
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BENCHMARK PLANNING6
Mr. Hansen brings over 16 years of experience in the planning
profession to the consulting team. He has worked with large and small
municipalities, as a consultant for the NC Department of Commerce and
has been in private practice for the last 10 years. Mr. Hansen specializes
in comprehensive planning, geographic information systems, military
planning and land use regulations. In addition to his consulting practice,
Mr. Hansen has supervised municipal planning and zoning administration
services for several of Benchmark’s client communities in North Carolina
and South Carolina over the years.
A primary focus of his practice is performing complex spatial analyses
to help local governments make informed decisions on land use,
infrastructure, and related growth management policies. Recently, Mr.
Hansen managed the design and creation of a statewide GIS database for
use in industrial site selection by the North Carolina Railroad Company (a
for profit corporation owned by the State of North Carolina), which has
subsequently been utilized to identify nearly 3,000 potential industrial
sites for rail served industry in the state, and which is now being spun-off
by NCRR as a general economic development site selection tool.
Education
MA Applied Geography, University of North Carolina - Greensboro
BA Geography, University of North Carolina - Wilmington
Certifications/Memberships
Member, American Institute of Certified Planners
Member, American Planning Association
Relevant Experience
Comprehensive Plan
Aiken, SC
Comprehensive Plan
Waxhaw, NC
Comprehensive Plan
Blowing Rock, NC
Comprehensive Plan
Covington, VA
Neighborhood Plan
Cape Girardeau, MO
Zoning Ordinance
Morganton, NC
Comprehensive Plan
Covington, VA
Comprehensive Plan
Gatesville, TX
Comprehensive Plan
Shepherdstown, WV
Comprehensive Plan
Wilson County, NC
Growth Analysis
Holly Springs, NC
Comprehensive Plan
Weaverville, NC
VAGN K. HANSEN, AICP
Senior Planner | Benchmark
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BENCHMARK PLANNING 7
Dan is well known for his dynamic leadership in transforming Downtown
Raleigh as the founder and Director of the Raleigh Urban Design Center.
He led the city’s strategic planning effort that leveraged over $2.5 billion
dollars of downtown investment. In 2008, Mr. Douglas was honored to
receive the first ever Downtown Advocate Award from the Downtown
Raleigh Alliance.
Dan has prepared downtown plans and studies in Raleigh, Wilmington,
Chapel Hill, Concord and Wrightsville Beach in North Carolina; Rock Hill,
Spartanburg, Myrtle Beach and Clemson in South Carolina; Long Beach,
California, Anchorage Alaska. Dan also gained significant international
planning experience working on large scale new city projects in the
Kingdom of Saudi Arabia and the Kingdom of Morocco.
Dan is a sought after speaker on the topic of urban revitalization. He
has been a guest on NPR’s The State of Things. He has spoken at over
20 conferences – locally, nationally and internationally. In 2007, Dan
won a prestigious Eisenhower Fellowship – spending 8 weeks traveling
throughout Europe – studying sustainable economic development, the
effects of the introduction of high speed rail on urban centers and the
influence of the creative class in European city centers.
Education
Master of City and Regional Planning, Clemson University
BS Architecture, Clemson University
Relevant Experience
Southern Area Planning Initiative
Holly Springs, NC
Hillsborough Street Corridor Plan
Raleigh, NC
Downtown Master Plan
Chapel Hill, NC
Downtown Master Plan
Raleigh, NC
Downtown Master Plan
Concord, NC
Downtown Master Plan
Myrtle Beach, SC
Redevelopment Study
Rock Hill, SC
Redevelopment Study
Wilmington, NC
Downtown Master Plan
Suffolk, VA
Downtown/Waterfront Plan
Anchorage, AK
Downtown Retail Vision
Long Beach, CA
City Plaza/Public Art Plan
Raleigh, NC
DANIEL T. DOUGLAS
Director of Urban Design | Benchmark
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BENCHMARK PLANNING8
Mr. Krider brings more than 25 years of national public and private
planning and design experience to the Benchmark team. A member
of the Benchmark team since 2011, Kris currently directs the Urban
Design and Research Division in the Arlington County, Virginia Planning
Department while continuing his role as a senior advisor for Benchmark
on urban design and sustainable growth. Prior to joining Benchmark, Kris
served as the Planning Director in the Town of Davidson, North Carolina
where he led a number of high profile urban design projects, including
the planning and development of the Griffith Street corridor at Exit 30
on Interstate 77, and numerous downtown development projects in the
town’s historic business district, which is also home to Davidson College.
Prior to his tenure in Davidson, Mr. Krider served as Senior Urban Designer
for two nationally recognized design firms in San Francisco after receiving
his graduate training in architecture from the University of California -
Berkeley.
Education:
MA Architecture, University of California at Berkeley
BA Architecture, University of North Carolina - Charlotte
Certifications/Memberships:
Member, American Institute of Certified Planners
Member, American Planning Association
LEED Green Associate
Relevant Experience
NC 73 Land Use & Economic Plan
Davidson, NC
Comprehensive Plan
Shepherdstown, WV
Comprehensive Plan
Blowing Rock, NC
Huntington Main Street Plan
Huntington, WV
Comprehensive Plan
Weaverville, NC
Bicentennial Master Plan
Lawrenceburg, IN
Small Area/Urban Design Plan
Greensboro, NC
Downtown Workshop
Mayodan, NC
Small Area/Urban Design Plan
Winston-Salem, NC
Courthouse Square Sector Plan
Arlington County, VA
Walnut Hills Redevelopment Plan
Cincinnati, OH
Oak to 9th Development Plan
Oakland, CA
KRIS KRIDER, AICP
Senior Urban Designer /Senior Associate Planner | Benchmark
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BENCHMARK PLANNING 9
Ms. Burris brings 17 years of experience in the planning field to the
consulting team. Her professional experience has been focused primarily
in North Carolina where she has served as a planner for municipal
governments and now in the private sector. Ms. Burris specializes in
comprehensive planning, development ordinances, and zoning and
subdivision administration. With a background in both architecture
and planning, Ms. Burris focuses a significant portion of her practice on
urban design issues and assisting communities with the development of
standards and guidelines that achieve high quality outcomes in the built
environment.
Education
MA Geography, University of North Carolina - Charlotte
BA Architecture, University of North Carolina - Charlotte
Certifications/Memberships
Member, American Institute of Certified Planners
Member, American Planning Association
Relevant Experience
Comprehensive Plan
Bermuda Run, NC
Zoning Ordinance
Morganton, NC
Unified Development Ordinance
Town of Yadkinville, NC
Comprehensive Plan
Mount Pleasant, NC
Zoning Ordinance
Colleton County, SC
Sign Ordinance
Concord, NC
Comprehensive Plan
Mount Airy, NC
Unified Development Ordinance
Walterboro, SC
Comprehensive Plan
Forest City, NC
Comprehensive Plan
Pleasant Garden, NC
Comprehensive Plan
Weaverville, NC
Comprehensive Plan
Marshall, NC
ERIN BURRIS, AICP
Senior Associate Planner | Benchmark
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BENCHMARK PLANNING10
Ms. Callea recently joined Benchmark Planning in June of 2019. Prior to
joining Benchmark, Ms. Callea was a Planner with WGI, a national design firm
in the public and private infrastructure markets. Ms. Callea holds a Master’s
degree in Urban and Regional Planning from Florida State University where
she received the APA-FL Chapter Outstanding Planning Student of the
Year and a Bachelor of Arts degree in Architectural Studies from Hobart &
William Smith in Geneva, New York. Ms. Callea specializes in comprehensive
planning, transportation planning and urban design, assisting the
Benchmark Planning team with meeting facilitation, background research,
plan illustration, GIS mapping, and related project tasks.
Education
MSP Urban & Regional Planning, Florida State University
BA Architectural Studies, Hobart & William Smith Colleges
Certifications/Memberships:
Member, American Institute of Certified Planners
Member, American Planning Association
Member, Regional and Intergovernmental Planning Division of APA
Certified Charrette System, National Charrette Institute
Relevant Experience
Comprehensive Plan
Archdale, NC
Comprehensive Plan
Colleton County, SC
Comprehensive Plan Update
Hardeeville, SC
Industrial Redevelopment Feasibility
Fletcher, NC
Development Code Updates
Delray Beach, FL
Code Amendments
West Palm Beach, FL
Future Land Use Amendments
Palm Beach County, FL
Complete Streets Project
West Palm Beach, FL
Downtown Parking Approvals
Lake Worth, FL
Master Plan Amendments
Palm Beach County, FL
Outdoor Activity/Entertainment
Overlay District Feasibility
St. Lucie County, FL
Corridor Streetscape Plan
Palm Beach County, FL
BRIDGET CALLEA, AICP-C
Urban Planner | Benchmark
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BENCHMARK PLANNING 11
Ms. Gehl joined Benchmark Planning in June of 2017 after receiving her
Bachelors of Urban & Environmental Planning and Bachelor’s in Global
Studies: Environment and Sustainability from the University of Virginia,
School of Architecture. In addition to her work with Benchmark, Ms. Gehl
worked with the Piedmont Development Group where she assisted with
a variety of development applications and entitlements, technical writing
and project illustrations. Ms. Gehl assists the Benchmark Planning team
in the areas of background research, GIS mapping, plan illustration and
related project tasks.
Ms. Gehl’s greatest contribution to the Benchmark team is her exceptional
ability to prepare high-quality graphics and illustrations that effectively
communicate complex planning and development concepts for our
clients. Whether preparing site plans depicting alternative development
scenarios or 3D renderings of a downtown block, her combination of
practical planning knowledge, technical skill, and artistic ability provide
our client communities with a firm understanding of each project’s
vision. She is currently working toward a MS in Community and Regional
Planning at the University of Texas while working for Benchmark in Austin.
Education
MS Community and Regional Planning, University of Texas (Candidate)
BUEP Urban & Environmental Planning, University of Virginia
BA Global Studies, University of Virginia
Certifications/Memberships:
LEED Green Associate
Member, American Planning Association
Relevant Experience
Downtown Master Plan
Suffolk, VA
Downtown Master Plan
Myrtle Beach, SC
Comprehensive Plan
Alleghany County, VA
Redevelopment Study
Chapel Hill, NC
Redevelopment Study
Greenwood, SC
Neighborhood Plan
Cape Girardeau, MO
Comprehensive Plan
Covington, VA
Comprehensive Plan
Gatesville, TX
Multi-Jurisdictional
Land Use Plan
Sanford / Lee County, NC
Regional Land Use Study
Fayetteville, NC
Redevelopment Study
Navassa, NC
Small Area Plan
Killeen, TX
MONIKA GEHL, LEED GREEN Associate
Urban Designer | Benchmark
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BENCHMARK PLANNING12
Mr. Barcroft joined the Benchmark team in 2017 after completing his
Master’s degree in City and Regional Planning at The Ohio State University.
Prior to joining Benchmark, Mr. Barcroft served as a Planner with the
city of Upper Arlington, a first-ring suburb of Columbus, and the Ohio
Department of Transportation. In addition to his MCRP degree, Mr. Barcroft
holds a Bachelor of Arts degree in Environmental Science from Wright State
University. Mr. Barcroft specializes in zoning and subdivision administration,
comprehensive planning, environmental planning, natural resource
protection, and assisting the Benchmark Planning team with background
research, GIS mapping, and related project tasks.
Education
MCRP City & Regional Planning, The Ohio State University
BA Environmental Science, Wright State University
AS Environmental Resources Management, Ohio State - ATI
Certifications/Memberships:
LEED Green Associate
Member, American Planning Association
Relevant Experience
Comprehensive Plan
Archdale, NC
Comprehensive Plan
Mount Airy, NC
Historic Preservation Planning
Mount Airy, NC
Unified Development Ordinance
Boiling Springs, NC
Comprehensive Plan
Fayette County, OH
Comprehensive Plan
Yadkinville, NC
Ordinance Updates
Yadkinville, NC
Ordinance Updates
Mount Airy, NC
ETJ Boundary Study
Mount Airy, NC
Zoning Map Amendments
Mount Airy, NC
Unified Development Ordinance
Pilot Mountain, NC
Downtown Redevelopment Area
Boundary Study
Mount Airy, NC
BEN BARCROFT, LEED GREEN Associate
Urban Planner | Benchmark
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BENCHMARK PLANNING 13
Benchmark recently developed a multi-jurisdictional land
use plan for the City of Sanford, Lee County, and the Town of
Broadway under the guidance of the Joint Planning Commission,
which is a standing committee comprised of elected and
appointed officials of each participating jurisdiction. The land
use plan is intended to serve as both a physical and policy plan
to guide each jurisdiction over the next 10 to 20 years; directing
urban growth to areas that are readily served by urban services
and infrastructure, while designating significant portions of the
county for ongoing use for agriculture and other working lands.
The plan utilizes a “place type” system for the future land use
map. This system incorporates traditional land use designations
with character, infrastructure, and transportation guidance
to provide the communities with a full spectrum of land use
and development guidance. Following its adoption, the
communities plan to begin a joint project that will realign their
land use regulations with the guidance developed for the plan,
enabling them to incorporate the land use guidance into their
regulatory framework and begin implementing the desired
land use vision for their communities.
Contact: Marshall Downey, AICP, Planning Director
Phone: 919.718.4657
Email: marshall.downey@sanfordnc.net
Multi-Jurisdictional Land Use Plan
Sanford / Broadway / Lee County, North Carolina
PLACE TYPE ACRES % OF TOTAL
Countryside 119,569 75.9%
Crossroads 246 0.2%
Village Neighborhood 7,270 4.6%
Village Center 596 0.4%
Suburban Neighborhood 13,682 8.7%
Urban Neighborhood 3,677 2.3%
Neighborhood Transition Area 151 0.1%
Neighborhood Center 503 0.3%
Commercial Corridor 688 0.4%
Mixed Use Activity Center 2,324 1.5%
Downtown 111 0.1%
Professional and Institutional Campus 1,261 0.8%
Maker District 978 0.6%
Industrial Center 6,397 4.1%
TOTAL 157,450 100%
4 Miles
N
42
42
78
87
501
501
421
421
1
1
421
BUS
FUTURE LAND USE PLACE TYPES
The future land use place types are displayed to the right. The Countryside place type
accounts for over 75% of the future land use - nearly 120,000 acres. The large amount
of future land use in the Countryside category helps reinforce the community’s vision
of directing urban development and redevelopment to areas of existing and planned
infrastructure where increased density can be supported. This helps preserve the rural
heritage of the community, promoting a high quality of life and the protection of the
community’s important natural resources as it grows. The suburban neighborhood place
type accounts for the next highest percentage of the total at almost 9%, emphasizing
the importance of maintaining strong residential neighborhoods along with the Village
Neighborhood place type, which will occupy just over 4.5% of the total land area in the
future. The designation of the industrial place type category at slightly over 4% helps ensure
the reservation and protection of important areas of the community where commerce
and industry are needed to contribute to the overall economy and generation of jobs
for the community. All of the future land use place types work together to achieve the
land use plan vision, making the City of Sanford, Lee County, and the Town of Broadway
a sustainable community for many years to come.
LEE COUNTY
SECTION 2: PROJECT EXAMPLES
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BENCHMARK PLANNING14
Comprehensive Plan
City of Aiken, South Carolina
The City of Aiken, SC (pop. 29,524) commissioned Benchmark
Planning to prepare an update to its comprehensive plan in
2016. With a thriving historic core that represents one of the
few planned cities in the South of its vintage, the city has
blossomed over the years into a destination for equestrian
activities and golfing. Located in close proximity to both the
Department of Energy’s Savannah River Site and Augusta,
GA, Aiken has benefited significantly from the economic
growth in the region. The focus of the planning effort will be
to establish a framework for continued growth and economic
development that also preserves the city’s character.
The Comprehensive Plan examined key focus areas and
growth outside of the City’s municipal boundary within the
utility service area. The key themes of the plan included 1)
Growth; 2) Connectivity; 3) Transformation; 4) Consistency;
5) Balance; and 6) Investment. Public engagement has
included, workshops across the City, stakeholder/focus
group meetings, an online website, and meetings with the
Planning Commission.
Contact: Ryan Bland, Planning Director
Phone: 803.642.7608
Email: rbland@cityofaikensc.gov
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BENCHMARK PLANNING 15
Joint Comprehensive Plan
Alleghany County / City of Covington, Virginia
Alleghany County and the City of Covington leveraged
their resources and worked collaboratively in updating their
Comprehensive Plans, last adopted in 2013, by having a joint
planning process. In that effort, Benchmark Planning worked
closely with a joint steering committee to develop a common
vision, goals, and objectives for the County and the City.
Benchmark helped craft tailored implementation strategies
for each jurisdiction to implement the common vision. While
this was a joint planning process with a common vision and
set of goals, each jurisdiction received a separate plan. The
joint planning process will help ensure that both the County
and the City will grow together cohesively. The plans were
adopted in March 2019.
Contact: Jon Lanford, County Manager
Phone: 540.863.6600
Email: jlanford@co.alleghany.va.us
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BENCHMARK PLANNING16
Shepherdstown is a historic university town that is situated
on the Potomac River in the far western exurban reaches of
the Washington, DC metro region. As the oldest incorporated
municipality in the state of West Virginia, Shepherdstown’s
rich history is well preserved in its historic downtown and
neighborhoods that grew up around the bustling river
trade associated with the Chesapeake & Ohio Canal. From
its beginnings as a center of river trade, Shepherdstown has
evolved into a hub for artists and cultural events, including the
internationally renowned Contemporary American Theater
Festival
In 2013, Shepherdstown engaged Benchmark to prepare an
update to its comprehensive plan. The primary focus of the
plan was the need to preserve the rich historic, cultural and
environmental fabric of the community and surrounding
agricultural landscape. The successful planning effort led to the
adoption of a Growth Management Boundary in coordination
with Jefferson County, which, along with a range of new land
use policies, has established a clear path toward a sustainable
future for the community.
Contact: David Rosen, Town Council Member
Phone: 304.876.2312
Email: rosend@gmail.com
Comprehensive Plan
Shepherdstown, West Virginia
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BENCHMARK PLANNING 17
Comprehensive Plan and Land Use Regulations (2009 and 2019)
Colleton County and Town of Cottageville , South Carolina
Colleton County, South Carolina is located in the heart of a
National Wildlife Refuge and National Estuarine Research
Center that encompasses a total of 350,000 acres primarily
across Beaufort, Charleston, and Colleton counties. In 2009,
Benchmark prepared the 10-year Comprehensive Plan update
that led to the rewrite of the County’s Zoning and Land
Development Ordinance. The new land use regulations,
prepared by Benchmark, were adopted in 2010 and included
diagrams and illustrations to demonstrate the intent of the
ordinance in a visual manner.
In 2018, the County retained the services of Benchmark to
prepare the current 10-year update to the Comprehensive
Plan. The process has included stakeholder meetings, a public
survey and public meetings at three locations across the
county. The plan update is a joint plan, including the Town
of Cottageville’s jurisdiction. An emphasis was placed on
protecting the County’s natural resources and sense of place,
directing growth toward the county’s municipalities where
infrastructure can accommodate development. The plan is
scheduled for adoption in December 2019.
Contact: Zach Montgomery, Planning Director
Phone: 843.549.1701
Email: zmontgomery@colletoncounty.org
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BENCHMARK PLANNING18
Benchmark worked closely with the Town of Nags Head staff
to prepare key components of the Comprehensive Plan
and CAMA Land Use Plan updates. As part of the process,
Benchmark led the development of the vision, guiding
principles, strategies and goals for the plan. Benchmark
prepared the project graphics and branding, creating
a project website as a public outreach tool. In addition,
Benchmark helped facilitate stakeholder interviews with
elected officials, volunteer boards, staff, business leaders,
developers and technical experts that reached about 70
individuals. Benchmark also participated in and helped
lead several comprehensive plan advisory committee
meetings, and several community meetings to develop
the first draft of the plan. One of the unique elements of
the plan included the identification of character areas that
helped inform the policies and actions of the plan. After
completing the initial draft, which included integrating
CAMA compliant strategies and a detailed policy and
action implementation matrix, Benchmark’s contract work
on the plan was completed. The Town Staff carried the
draft plan forward, preparing the final draft of the plan that
was adopted in 2017.
Contact: Holly White AICP, Principal Planner
Phone: 252.449.6041
Email: holly.white@nagsheadnc.gov
Comprehensive Plan / CAMA Land Use Plan Updates
Town of Nags Head, North Carolina
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BENCHMARK PLANNING 19
The City of Mount Airy (pop. 10,417), (known famously as the
inspiration for Andy Griffith’s fictional Mayberry) is located in
North Carolina’s Yadkin Valley wine region, with breathtaking
views of the Blue Ridge mountains and the rugged pinnacle
of nearby Pilot Mountain. Benchmark prepared the city’s very
first Comprehensive Plan, building on previous land use and
strategic planning efforts, engaging citizens, business leaders
and elected officials through a participatory process.
Benchmark worked closely with the Planning Board and the
public throughout the process to develop this meaningful and
action oriented comprehensive plan. In addition to traditional
comprehensive plan topics, this plan focused heavily on
branding and aesthetic improvements, particularly in the city’s
downtown core in an effort to enhance the city’s standing as
premier regional tourism destination. The resulting plan has led
to significant investment in the city and surrounding area, with
a focus on projects that have enhanced the community as a
tourism destination, particularly focused on the growing wine
tourism industry and outdoor recreation tourism.
Contact: Barbara Jones, City Manager
Phone: 336.786.3502
Email: bajones@mountairy.org
GROOVES ROCKINGGRANITE GRAPES
Comprehensive Plan
City of Mount Airy, North Carolina
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BENCHMARK PLANNING20
Comprehensive Plan
Blowing Rock, North Carolina
In 2013, Benchmark Planning was engaged by the Town of
Blowing Rock to prepare an update to its comprehensive
plan. Blowing Rock is an historic mountain resort community
that serves as the gateway to the NC High Country, and is
the de facto cultural capital of the region. With numerous
ski resorts, National and State Parks, and a direct connection
to the Blue Ridge Parkway, Blowing Rock is a year-round
destination for vacationers. Blowing Rock has also emerged
as a highly regarded retirement destination, which has led
to significant increases in economic activity in the local
healthcare industry.
Benchmark led the community through a year-long
planning process, engaging with the community through
intensive workshops that were designed to explore different
scenarios that could shape the town’s future. Among the
focus areas in the plan were downtown development, the
ongoing expansion of Valley Boulevard (US 321 Bypass), the
redevelopment of the former hospital site and the anticipated
growth around the site of the new hospital. The resulting plan
that was adopted by the Town Council established a 10 year
vision for the community that defines a policy framework
that will guide the community toward achieving the vision
that it established through the planning process.
Contact: Kevin Rothrock, AICP, Planning Director
Phone: 828.295.5240
Email: kevin@townofblowingrocknc.gov
Middle Fork Greenway Development Con-
1
3
4
23
4
New Buildings Fronting Greenway
Interconnected Parking Facilities
Middle Fork Greenway Extension
Enhanced Landscaping / Public
New Buildings Fronting Greenway
Interconnected Parking Facilities
Middle Fork Greenway Extension
Enhanced Landscaping / Public
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BENCHMARK PLANNING 21
Benchmark has led the preparation of two Comprehensive
Plan’s for the Town of Bermuda Run. The development
of each plan included significant public input and web-
based participation methods. Benchmark utilized public
workshops, online surveys and the project website to allow
residents a variety of opportunities to express their ideas
and vision for the future of the Town.
The Town worked diligently on the implementation of
strategies of the 2012 Comprehensive Plan to achieve
the vision and goals established by the plan. Due to the
successful implementation of many of the plan’s strategies,
and to take advantage of new opportunities, the Town
initiated an update in February of 2017. Benchmark worked
with the Planning Board as the project steering committee
to take inventory of the 2012 Plan’s accomplishments, and
evaluate the overall direction for the next five to ten years.
The updated plan was adopted in November 2017 and sets
the “blueprint” for the future of Bermuda Run with a bold,
clear vision and focused goals with a ten-year time frame
and five-year implementation focus. The Plan looks at
past and current development trends and plans, analyzes
demographic and economic data, captures an image of
what the community desires, and presents prioritized
methods to fulfill the vision. It is the vision of what the
community wants to become and the strategies to follow
in order to realize that vision. The Plan is comprised of
goals and strategies that provide a framework for decision-
making and the allocation of resources as they relate to
the long-term development of the town. It builds upon
existing assets while taking advantage of opportunities
for improvement and growth. The Plan is implemented
over time through annual budgeting, departmental work
programs, zoning decisions, and development projects.
Comprehensive Plan
Town of Bermuda Run, North Carolina
Contact: Lee Rollins, Town Manager
Phone: 336.998.0906
Email: lrollins@townofbr.com
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BENCHMARK PLANNING22
Utility Service Area Growth Analysis
Henderson County , North Carolina
Benchmark worked with Henderson County to prepare a
land development study for a proposed wastewater service
expansion in the fast growing northern portion of the county
between Asheville and Hendersonville. The purpose of the
study was to examine potential development scenarios
associated with the extension of wastewater infrastructure
into a sewer service basin east of Interstate 26 in the vicinity
of US Highway 64. The intent of the study was to provide the
county commissioners with a comparison of the potential
outcomes that could be realized based on the specific type
of infrastructure that is chosen to serve a planned school in
the upstream portion of the basin (gravity sewer vs. a pump
station and force main).
The study considered the residential land supply,
development capacity, transportation concerns, public
safety, and revenue generation potential in the study area.
The study also demonstrated the capacity of the planning
area to accommodate potential growth and determined the
net residential development density necessary to achieve
a positive revenue generation outcome for the county (for
both general and enterprise funds). The results of the study
served as one portion of the base of information used by the
county to inform its decision-making process for providing
infrastructure to the new school.
Contact: Marcus Jones, PE, Director of Engineering
Phone: 928.694.6526
Email: majones@hendersoncountync.org
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BENCHMARK PLANNING 23
Holly Springs (pop. 30,021) is a fast-growing community located
in suburban Wake County, near Raleigh and the Research
Triangle Park (RTP). The Town has experienced significant
growth over the last two decades, with ongoing opportunities
for additional growth in the southern area of the community.
Benchmark worked with the Town of Holly Springs to prepare
a residential land development study as part of the town’s
Southern Area Planning Initiative.
The purpose of the study was to examine the residential land
supply, development capacity, utility extension requirements,
municipal service costs, and revenue generation potential
in the study area. This information was used to demonstrate
the capacity of the study area to accommodate anticipated
growth and determine the net residential development density
necessary to achieve a positive revenue generation outcome for
the town (for both general and enterprise funds). The results of
the study served as one portion of the base of information used
by the Town to inform the overall direction of the for growth
and development in the Southern Area.
Contact: Gina Clapp, AICP, Planning Director
Phone: 919.557.3928
Email: Gina.Clapp@hollyspringsnc.us
Southern Area Planning Initiative
Town of Holly Springs, North Carolina
119
BENCHMARK PLANNING24
Downtown Master Plan
City of Suffolk, Virginia
Benchmark Planning was selected to update the Downtown
Suffolk Initiatives Plan prepared by Urban Design Associates
in 1998. The original plan was created as part of the City’s
comprehensive plan update process and carried out as a
separate study. This updated study focused on downtown’s
relationship to the natural environment; local architectural
character and tradition; transportation framework; market
potential; and overall downtown initiatives.
During the process, an empty storefront was utilized for the
design workshops that were attended by more than 175 people.
In addition, the City setup pop-up cafes along downtown
sidewalks to increase visibility for the workshops and encourage
outdoor dining. The plan outlines key public and private
investments such as a refreshed downtown streetscape, a new
library, new downtown housing and several public/private
partnership development opportunities.
Contact: Claire Jones, AICP, Comprehensive Planning
Phone: 757.514.4060
Email: cljones@suffolkva.us
Plan implementation status
• City Departments charged with implementation
• New brewery has opened in downtown
• City is updating design guidelines
• City has updated outdoor cafe policy
• City is hiring a downtown executive
• Developing historic district guidelines
• Developing a wayfinding plan
• Developing amphitehater plan
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BENCHMARK PLANNING 25
Downtown Master Plan
City of Concord, North Carolina
Concord, NC (pop. 78,066) commissioned Benchmark to
prepare a Downtown Urban Design Plan and final Master
Plan document. Concord is on the northern border of
Charlotte, NC and is home to several large tourism draws
including the Charlotte Motor Speedway, zMAX Dragway,
Concord Mills Mall, and Great Wolf Lodge. Concord is also
the home of Carolina’s Medical Center and an array of related
medical facilities serving the northern Charlotte metro area.
In addition, Concord continues to grow its economy with
industrial and distribution facilities being developed in its
International Business Park and at its burgeoning commercial
airport.
The urban design plan that was developed is based upon
significant stakeholder and focus group outreach that
included a week-long design charrette. The planning
process examined existing conditions, previously adopted
plans, market analysis and a recent parking study. The plan
recommended catalytic public infrastructure investments
in the streetscape, parking and an entertainment venue,
to leverage private development for “opportunity sites” in
downtown. The recommended public investments included
return on investment projections in order to establish a clear
framework for public and private investment in the city’s
thriving downtown.
Contact: Steve Osborne, AICP, Planning Director
Phone: 704.920.5132
Email: osbornes@concordnc.gov
Plan implementation status
• +50 new housing units created downtown
• 5 story +600 space parking deck opened
• Residential “liner” building set aside as part of deck
• Plans for a new streetscape are moving forward
• Historic Hotel Concord renovated and open
• Pedestrian crosswalk upgrades
• Redevelopment moving forward for the Old City Hall
and City Hall annex properties
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BENCHMARK PLANNING26
The Town of Pilot Mountain is nestled within the Yadkin Valley
Appellation at the foot of its landmark namesake; the striking
pinnacle knob that rises from the ancient Sauratown Mountain
chain. The town provides opportunities to connect with
nature by exploring the beautiful Pilot Mountain State Park and
enjoying the richness of its charming downtown and wineries.
Benchmark Planning worked closely with Pilot Mountain on the
development of a downtown vision and streetscape master plan
to support private investment in downtown. The plan examined
the physical layout of the pedestrian, parking and vehicular zones
to prepare a vision and strategy for improving the downtown
and overall function and design of the streetscape. The plan
includes an entertainment venue and amphitheater positioned
to preserve views of the pinnacle knob of the mountain at Pilot
Mountain State Park.
Downtown Vision & Streetscape Master Plan
Town of Pilot Mountain, North Carolina
Contact: Michael Boaz, Town Manager
Phone: 336.444.3000
Email: mboaz@pilotmountainnc.org
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BENCHMARK PLANNING 27
Over the past five years, Downtown Wilmington has
experienced significant growth and development with over
$346 million worth of new investments transforming the
historic Downtown. Recently completed projects include
new facilities for retail, restaurant, office, residential and
hospitality users. More projects are underway or announced
that will further grow the retail, hospitality and residential
base.
With this influx of activity, New Hanover County government
and other civic leaders recognized an opportunity exists
to leverage an existing County-owned parking deck and
underused public property surrounding the deck to attract
more growth and maximize this asset. To move forward,
New Hanover County, working with Wilmington Downtown
Incorporated (WDI) selected the Benchmark Kimley-Horn
team to conduct a Market Demand Analysis to determine
viable development opportunities for the Downtown
central business district and a Site Analysis to examine land
use codes and architectural issues that could lead to the
redevelopment of the entire one block site.
The study included the development of four market-based
scenarios that examined public infrastructure investment
and the return on investment projections from private real
estate development. At the conclusion of the study, the
County contracted with Benchmark to lead Phase Two of the
project. Benchmark is working closely with County staff and
stakeholders to facilitate the redevelopment of the entire
downtown block.
Contact: Jennifer Rigby, AICP, Strategy & Policy Coordinator
Phone: 910.798.7237
Email: jrigby@nhcgov.com
Downtown Wilmington Redevelopment Plan, Site & Market Analysis
New Hanover County, North Carolina
Recent Downtown Development Projects Museum/Library, Mixed-Use Development Scenario
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BENCHMARK PLANNING28
Downtown Master Plan
City of Myrtle Beach, South Carolina
The City of Myrtle Beach hired Benchmark Planning to work closely
with City Council on the development of a Downtown Master Plan.
The Myrtle Beach area is currently ranked as the second fastest-
growing metropolitan area in the country and is one of the major
centers of tourism in the United States, attracting an estimated 18
million visitors each year. Myrtle Beach was built on tourism, and
while the City and the surrounding community has experienced
unprecedented residential growth for a number of years, tourism
is still at the core of the local economy. Benchmark engaged local
business owners, property owners, elected officials, leaders of
various public agencies, SCDOT, city department heads and others
in an extensive stakeholder input process, meeting with over 100 key
stakeholders in listening sessions. The master plan process included
a day-long work shop that attracted over 400 residents. Benchmark
is currently under contract to assist the city with the Master Plan
implementation process.
Contact: Lauren Clever, Downtown Director
Phone: 843.918.1055
Email: clever@cityofmyrtlebeach.com
Plan implementation status
• City property renovations for private investors
• City initiated Arts & Innovation District rezoning
• Coordination with SCDOT on road improvements
• City updates provided to development community
• Architect hired to design public investments
• City Master Plan Implementation Team meetings
• Historic District designation and approval
• Coastal Carolina University downtown theater
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BENCHMARK PLANNING 29
Example Projects (within last 2 years) Project Location Primary Role
Comprehensive Plan Archdale, NC Principal Firm
Zoning & Subdivision Ordinance Onslow Co., NC Principal Firm
Downtown Master Plan Suffolk, VA Principal Firm
Sign Ordinance Blowing Rock, NC Principal Firm
Redevelopment Plan Chapel Hill, NC Urban Design, Market Analysis
Unified Development Ordinance Pilot Mountain, NC Principal Firm
Unified Development Ordinance Yadkinville, NC Principal Firm
Downtown Block Redevelopment - Phase II Wilmington, NC Principal Firm
Multi-Jurisdictional Land Use Plan Sanford/Lee Co., NC Principal Firm
Community Survey Weddington, NC Principal Firm
Downtown Master Plan Myrtle Beach, SC Principal Firm
Regional Land Use Study Wilmington, NC Principal Firm
Regional Land Use Study Miami Co, IN Land Use Analysis
Brownfield Redevelopment Plan Navassa, NC Public Engagement & Planning
Discovery Place Science Master Plan Charlotte, NC Stakeholder Engagement
Working Lands Study Columbia, SC Planning & Case Studies
Neighborhood Plan Cape Girardeau, MO Principal Firm
Residential Land Development Study Holly Springs, NC Growth & Land Use Analysis
Land Development Study Henderson Co., NC Growth & Land Use Analysis
Long Range Planning Review Fayetteville, NC Principal Firm
Downtown Vision & Streetscape Plan Pilot Mountain, NC Principal Firm
Redevelopment Study Greenwood, SC Planning & Market Analysis
Indoor Recreation Facility Study Burlington, NC Public Engagement
Comprehensive Plan Gatesville, TX Principal Firm
Comprehensive Plan Covington, VA Principal Firm
Comprehensive Plan Alleghany Co., VA Principal Firm
Small Area Plan Killeen, TX Principal Firm
Regional Land Use Study Fayetteville, NC Principal Firm
Comprehensive Plan Aiken, SC Principal Firm
Comprehensive Plan Bermuda Run, NC Principal Firm
Comprehensive Plan Mt. Pleasant, NC Principal Firm
Comprehensive Plan Yadkinville, NC Principal Firm
Regional Land Use Study Sumter, SC Land Use Analysis
Downtown Block Redevelopment - Phase I Wilmington, NC Planning & Market Analysis
Wayfinding Plan Yadkinville, NC Principal Firm
Downtown Raleigh Alliance Strategic Plan Raleigh, NC Principal Firm
125
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BENCHMARK PLANNING 31
Introduction
The following represents our initial thoughts on the approach that Benchmark would take to prepare the Joint Comprehensive
Plan. If selected to move forward with the project, we would work with the County and City to tailor our approach to meet
your expectations and address any unique issues or needs that would necessitate an alternate approach in terms of schedule
or the components of the project. As presented, our approach to this project is divided into three phases. The first phase
of the project will focus primarily on developing background research and gathering input from stakeholders, the steering
committee and the public. The second phase of the project will focus on merging the data and input that was gathered
during the first phase to verify / update / establish the common vision for the County and City and prepare a working draft of
the plan. The final phase of the project will include the refinement of the plan and the public hearing and adoption process.
Each of these phases are described in more detail below and on the following pages.
Recently, we have worked with joint City and County steering committees on similar projects in Virginia and North Carolina.
The steering committee helps ensure that the planning process and the resultant goals and strategies remain grounded in
the needs of the community and fit with the local resources that are available to achieve them. Utilizing a steering committee
to provided guidance and direction provides an opportunity to test ideas with a representative sampling of the community
prior to formally presenting them to the public, thereby helping to ensure support for the various elements of the plan as
they are developed.
Given the multi-jurisdictional and technical nature of the work to be performed, we find that it is also helpful to engage
with a standing technical committee, comprised of County and City department heads and other staff members (as well as
representatives from outside agencies) who have an in-depth knowledge of the community to help guide us through the
locally unique details and intricacies of each of the plan elements, and to serve as a sounding board for ideas before they go
to the steering committee for discussion. Utilizing this multi-level approach, from technical experts, to a steering committee,
and then to the public, allows for ideas and proposals to be filtered and shaped in a manner that ensures that the resulting
plan is relevant and meaningful, and represents the vision and unique needs of both the County and the City.
Throughout the project, we will seek to engage the community to ensure that the plan reflects public sentiment on the future
of the County and CIty. As noted in our general statement of qualifications, our team has significant experience with a wide
variety of public engagement techniques. Generally, we prefer to use those that invite the greatest amount of interaction
and direct participation as opposed to those that consist primarily of the presentation of information with either delayed
feedback, or no real meaningful opportunity to interact and provide input. We value the contributions that each interested
participant offers to the planning process, and we look forward to developing a public engagement plan for the project that
will allow the entire community to be involved and participate in the preparation of the Joint Comprehensive Plan.
Phase 1 – Project Initiation and Background Research
Project Initiation
Immediately following the receipt of a notice to proceed, Benchmark will work with the County’s and City’s Project
Manager (Project Managers) to establish a date for a project initiation meeting. This initial meeting will be used to finalize
the roles and responsibilities of the County, City and Benchmark as the project moves forward, work out logistical details,
and begin developing the public engagement plan for the project. In conjunction with the project initiation meeting, the
Project Managers will accompany our team on a tour of the community to help us develop a greater understanding of
SECTION 3: PROJECT APPROACH & TIMELINE
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BENCHMARK PLANNING32
the development patterns, geography, points of interest, infrastructure
and other assets (as well as areas of constraint) that are present in the
community and its environs. During the month following the staff
kickoff, we would plan to hold our initial meeting with the Steering
Committee in order to fully integrate them into the process and provide
them with a clear understanding of how the plan will be developed
and their role in the planning process. This initial Steering Committee
meeting will also be used as a forum for the committee to provide
our team with their expectations, ideas about the process, and areas
of interest or concern that they feel should be studied. The Steering
Committee will also be provided with the draft Public Engagement Plan
prior to the meeting so that it can be finalized with them at the meeting
and the public engagement process can be initiated.
Background Research
Our team will begin the background research process in conjunction
with the project initiation meetings. We will use this first visit to the
community to acquire all plans and data that will be relevant to the
process from the County and City as well as other local and regional
government agencies, service providers and similar entities. Benchmark
will provide the Project Managers with a list of data needs and plans that
should be included in this process so that they can help to coordinate
their acquisition prior to our team arriving for the initial meetings. As
other data and information are identified during the process, our team
will work with the Project Managers to acquire the needed datasets or
information.
As part of our due diligence in conducting background research, we find
that it is helpful to interview a wide variety of people who have specific
knowledge of the County and City that will help us identify potential
gaps in our research, and who can help to focus our efforts as we begin
the plan development process. It is anticipated that we will hold these
interviews over the period of one to two days, either in conjunction
with the project initiation meetings or during the second month of the
process. Typically, our interviews are held with department heads of
the local government, members of elected and appointed boards and
commissions, representatives of other local and regional government
agencies, utility service providers, state agencies (such as NCDOT),
real estate and development interests, neighborhood associations,
environmental groups, and similar individuals and organizations that can
assist us as we develop our base of knowledge about the community.
A background research report will be developed that will include a
summary of all of the information, including initial mapping products,
demographic, economic and housing profiles, transportation,
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BENCHMARK PLANNING 33
Project Kickoff, Begin Research, Prepare Public
Engagement Plan
Steering Committee Kickoff, Initiate Public
Engagement, Stakeholder Interviews Phase One - Project Initiatio
n
&
B
a
c
k
gr
o
und Res
ear
ch
Phase Two - Plan Development P h ase Three - Plan AdoptionFinalize Background Research and Plan Review,
Staff Meeting - Review Background Report
Steering Committee Reviews Background
Report, Staff Meeting - Visioning, Public Kickoff,
Project website and survey launch
Staff Meeting to discuss Workshop #1
Steering Committee Meeting - Visioning
Staff Meeting to discuss Workshop #2
Steering Committee to discuss Workshop #1
Staff Meeting to discuss Workshop #3
Steering Committee to discuss Workshop #2
Hold Workshop #1 with the Public
Steering Committee to disucss Workshop #3
Hold Workshop #2 with the Public
Begin Preparing Draft Plan Elements
Hold Workshop #3 with the Public
Steering Committee - Review of Workshops
Staff Review - Draft Plan
Steering Committee - Review of Draft Plan
Staff Meeting - Implementation Discussion
Public Meeting - Present Draft Plan
Steering Committee - Draft & Implementation Plan
County & City Planning Board Review
County & City Elected Official Review/Adoption
December 2019
January 2020
February 2020
March 2020
April 2020
May 2020
June 2020
July 2020
August 2020
September 2020
October 2020
November 2020
December 2020
January 2021
1
2
3
4
5
7
6
8
9
10
11
13
14
12
Project
Timeline
14 months
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BENCHMARK PLANNING34
community services and facilities, parks and recreation, education, natural
environment , community character, summaries of existing and ongoing
planning efforts, stakeholder interview notes, and similar information that
was gathered. Our timeline anticipates that the summary report will be
presented as a draft to staff in the third month of the project and to the
Steering Committee at a meeting during the fourth month.
Public Engagement Plan
A public engagement plan will be developed in conjunction with
the Project Managers and with input and approval from the Steering
Committee. The purpose of the public engagement plan is to establish
the specific steps that will be taken during the process to both inform
and receive input from the public as the plan is developed. The plan will
identify methods of outreach, including the type, timing and nature of
public notices and advertisements; potential dates, times and locations
for public meetings, the structure of public meetings; public survey
methodology; methods of social media outreach and input from these
sources; and the roles and responsibilities of the consulting team and each
jurisdiction in coordinating outreach efforts, advertising, securing meeting
locations and similar aspects of the public outreach process. In addition,
Benchmark has developed project websites and can create a unique site
with a URL and project branding that communicates the planning effort to
the public. As noted previously, we would anticipate finalizing the public
engagement plan with the Steering Committee during the second month
of the process so that implementation can begin as early as possible.
Initial Public Input Meeting and Community Survey
The final component of the first phase of the project is to begin the
process of gathering direct input from the community at-large. The
primary purpose of this initial round of public input is to ensure that the
public is aware, involved, and has a role in the development of the issues
and ideas that will shape the Comprehensive Plan. Our team utilizes a
variety of meeting facilitation techniques, including scenario based group
discussions, live interactive polling and design charrettes, among others,
to solicit meaningful input from the public. Our timeline anticipates that
the initial public kickoff meeting will be held late in the fourth month of
the project, and will be timed to coincide with the launch of a community
survey. The timing of this workshop is meant to allow the project team the
opportunity to finalize background research so that the most meaningful
public input experience can be developed for the community. The
input received at the initial public kickoff meeting and the results of the
community survey will be summarized following their conclusion, and this
summary will be presented to the Steering Committee for use as a tool
as we work with the committee moving forward through the planning
process to develop the vision and plan.
Public Engagement
Activities
City of Concord Downtwon Master Plan
Design Workshops
City of Archdale Comprehensive Plan
4th of July Celebration
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BENCHMARK PLANNING 35
Phase 1 Action Items:
• Hold Project Initiation Meetings
• Conduct Community Tour
• Prepare Public Engagement Plan
• Hold Stakeholder Interviews
• Prepare Background Research Report
• Begin Public Engagement Plan Implementation
• Hold Initial Public Input Meeting(s)
• Deploy Community Survey
Phase 1 Staff Meetings:
• Month 1 – Project Initiation Meeting
• Month 3 – Background Research Review
Phase 1 Steering Committee Meetings:
• Month 2 – Initial Committee Meeting
• Month 4 – Background Research Review
Phase 1 Public Meetings:
• Month 4 – Public Kickoff Meeting
Phase 2 – Plan Development Phase
Visioning and Public Workshops
As the first phase of the project is nearing its conclusion, our team will begin the process of working with the Project Managers
and staff technical committee to initiate the community visioning process and workshop topics that emerge during the
background research phase of the project. With the background research concluded and the results from the initial round
of public input in hand, the project team will develop an initial visioning report for presentation to the Steering Committee
in month 5 of the project. This meeting will be used to establish the broad parameters of a common vision that will in turn
help to inform and guide the remainder of the process to develop the detailed goals and strategies to implement the overall
vision.
Once the workshop topics have been identified with the Project Managers and the Steering Committee, we envision
approaching each one consecutively during months 5-10 of the project, with direct engagement with staff, the Steering
Committee, and finally the public, on each of the major topic areas. The process for each would begin with staff level
discussions. These staff level discussions, in turn, would be used to develop a program for presentation to the Steering
Committee, who would then provide input and guidance as we prepare for a public meeting on each topic. Finally, with
input from staff and the Steering Committee, we would prepare for and hold a public workshop on each topic identified.
The public meetings would consist of both an educational component to introduce the topics to the public as well as an
opportunity for meeting participants to explore ideas and help to chart a vision and develop goals for each of the topics. The
public workshops for each topic will be tailored to ensure the public has the opportunity to learn about the topic and provide
meaningful input. We will work with the Project Managers and Steering Committee to devleop the format and methods for
each workshop.
131
BENCHMARK PLANNING36
At the conclusion of the three workshops, the project team will prepare a
summary report and presentation for review by the staff and the Steering
Committee. The summary report will weave together the overall plan vision
with the more detailed infromation and strategies that are developed during
each of the three workhsops. It is anticipated that the Steering Committee
will review this visioning report in month 10 of the process.
Prepare Joint Comprehensive Plan Working Draft
The project team will begin preparing the elements of the draft Joint
Comprehensive Plan concurrently with the Visioning and Workshop process
to ensure that the project can be completed in a timely manner. This will
initially focus on incorporating background research and other components
that are not dependent on finalizing input from the Steering Committee
and the public. As the Visioning process concludes, then those elements
that are more dependent on the results of that process will be incorporated
into the plan and a working draft will be presented to the Project Managers
and the Steering Committee for initial review and feedback. Our timeline
anticipates that this will occur in month 11 of the project.
Public Input on Draft Plan
Following the presentation of the draft plan to the Steering Committee,
the draft will be released publicly, in accordance with the methods that
have been established as part of the Public Outreach Plan. Following its
publication, the public will have the opportunity to comment on and
provide additional input to the team both during public meetings and
through other feedback mechanisms. After the plan has been presented
to the public, our team will hold another meeting with the Steering
Committee to report a summary of the input received and to get direction
from the committee on any changes that they feel will be necessary for the
final draft based on the results of the public input. Following this meeting,
our team will then move into the final phase of the project – preparing the
final draft and beginning the adoption process.
Implementation Plan
As the working draft of the plan is being completed and reviewed, the
project team will begin preparing and reviewing an implementation plan
with the Project Managers. This plan will outline and prioritize the specific
actions that are identified as necessary to move the plan forward following
its adoption. It is anticipated that the implementation plan will be reviewed
with the Project Managers during month 11 and then with the Steering
Committee in month 12 of the project. Once finalized, it will be incorporated
into the final draft of the Joint Comprehensive Plan.
Workshop
#2
Workshop
#1
Workshop
#3
Workshops
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BENCHMARK PLANNING 37
Phase 2 Action Items:
• Finalize Community Survey
• Prepare Initial Public Input Summary
• Conduct Visioning Process
• Conduct Workshops on Identified Topic Areas
• Prepare Visioning / Workshop Report
• Ongoing Public Engagement
• Prepare and Revise Draft Plan
• Prepare Implementation Plan
Phase 2 Staff Meetings:
• Month 4 – Public Meeting Prep and Visioning Process
• Month 5 – Workshop #1
• Month 6 – Workshop #2
• Month 7 – Workshop #3
• Month 9 – Visioning / Workshop Report
• Month 11 – Working Draft and Implementation Plan
Phase 2 Steering Committee Meetings:
• Month 5 – Public Meeting Prep and Visioning Process
• Month 6 – Workshop #1
• Month 7 – Workshop #2
• Month 8 – Workshop #3
• Month 10 – Visioning / Workshop Report
• Month 11 – Draft Plan Review
• Month 12 – Implementation Plan / 2nd Draft Review
Phase 2 Public Meetings:
• Month 7 – Workshop #1
• Month 8 – Workshop #2
• Month 9 – Workshop #3
• Month 12 - Draft Plan Presentation and Input
Phase 3 – Plan Adoption Phase
Following the public introduction and review of the draft, including opportunities for comment through a project website
or other digital engagement options, final review of the plan by staff, and approval by the Steering Committee, the plan will
be forwarded to the County’s and City’s Planning Boards for their formal review and recommendation. Once the Planning
Boards have issued their recommendations, the plans will be forwarded to the elected bodies for the County and the City to
begin the formal public hearing and adoption process. The project team will attend meetings of both bodies to present the
plan and be available for any questions about the plan. Once adopted, the project team will deliver the final hard copies
(20) of the plan as well as all digital files associated with the plan as stated in the request for proposals.
133
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BENCHMARK PLANNING 39
Based on our understanding of the project and our approach to the scope of work, we propose a not-to-exceed fee of
$170,000 to complete the project. We will work with the County and City to develop a final scope of work, deliverables and
project schedule that meet the County’s and City’s needs, expectations and budget for this effort.
SECTION 4: PROPOSED FEE
135
CHARLOTTE | ST. LOUIS
800.650.3925
BENCHMARK
benchmarkplanning.com
136
30 Years of Service
1987 - 2017
October 1, 2019
Ms. Lori Oakley, Planning Director
Person County Planning & Zoning Department
325 S. Morgan Street
Roxboro, North Carolina 27573
RE: Proposal - Joint Comprehensive Land Use Plan Update
Dear Ms. Oakley:
We are pleased to submit our proposal for preparation of the Person County/City of Roxboro Joint
Comprehensive Land Use Plan update. As Project Manager, I will serve as the primary contact between
the Person County/City of Roxboro and Holland Consulting Planners. I will represent our firm at meetings
with the Steering Committee, Planning Boards, City Council, and Board of Commissioners, and will
organize and conduct the public workshops and public hearing. Landin Holland, Senior Planner, will
provide assistance in data collection and analysis, supervise required mapping, and will also attend some
of the meetings.
Holland Consulting Planners, Inc., is enthusiastic about the opportunity to serve Person County and the
City of Roxboro, and earnestly solicits your award of this project to us. Our staff is committed to our
clients and we encourage you to contact any of them to discuss our project performance. We would
welcome the opportunity for a personal interview.
Sincerely,
T. Dale Holland, AICP
Principal
TDH:cma
Enclosure
310 West Main Street, Suite 204
Washington, North Carolina 27889
Phone 252.946.0877 • Fax 910.392.2839
3329 Wrightsville Avenue, Ste F
Wilmington, North Carolina 28403
Phone 910.392.0060 • Fax 910.392.2839137
Project Proposal:
Person County & City of Roxboro, North Carolina
Joint Comprehensive Land Use Plan Update
138
FIRM PROFILE
Holland Consulting Planners, Inc., (HCP) was established in 1987 to provide quality comprehensive planning and grant
management consultant services. T. Dale Holland, AICP, is the firm’s owner and president. While a wide range of
planning capabilities are provided, our principal focus is on comprehensive planning, code and ordinance
development, and hazard mitigation planning and storm recovery. We strongly believe in providing exceptional
service to our client base. We have particular interest in enriching the urban fabric in communities across the state
of North Carolina.
The firm maintains offices in Wilmington and Washington, NC. The majority of our staff
is located in our Wilmington office, our firm’s headquarters. Our staff consists of
experienced professionals who are members of the American Institute of Certified
Planners, in addition to other organizations associated with the built environment.
The firm has prepared over 150 land use and comprehensive plans. Other
planning experience includes the preparation of zoning/unified development
and subdivision ordinances, sign regulations, hazard mitigation plans, recreation
plans, and comprehensive housing strategies. Recently, we have placed a large
focus on the inclusion of health and wellness-related concerns in an effort to
stem the tide of chronic disease.
HCP has participated in many development projects. The firm worked with the
City of Goldsboro on the Envision 35: Goldsboro Urbanized Area Comprehensive
Plan, and also completed a Comprehensive Plan for the City of Clinton. Other
past projects include The Center City - West Greenville Revitalization Plan and
the Shallotte Vision Plan. The West Greenville Plan, in particular, has been
highly successful in catalyzing private development and continues to be a tool
utilized by city leaders to revitalize the area adjacent to East Carolina University.
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 1139
FIRM PROFILE
The following provides a summary of the capabilities of Holland Consulting Planners, Inc.
Planning
Comprehensive and Growth Management Plans
Code and Ordinance Preparation, including
Unified Development Ordinances
Hazard Mitigation Plans
Emergency Response Plans
Economic Development Plans
Downtown Plans
Open Space Plans
Shoreline Access Plans
Public Involvement Plans and Charrettes
Community Development
Environmental Review Records
Analysis of Impediments to Fair Housing Choice/
Assessments of Fair Housing
Consolidated Plans and Annual Action Plans
CDBG Program Planning and Applications
Housing Rehabilitation Administration
HMGP Elevation and Acquisition
Housing Needs Assessment
Administrative & Management Services
Zoning and Planning Administration
Planning and Design
Project Management
Program Development
Grant Administration
Graphics, Mapping, and Auxiliary GIS
Business Retention, Expansion, and Recruitment
Communication, Community, and Public Relations
Workload Overflow
Holland Consulting Planners, Inc.
3329 Wrightsville Avenue, Suite F
Wilmington, North Carolina 28403
Phone: 910/392-0060 • Fax: 910/392-2839
Website: www.hcpplanning.com
E-mail: wilmington@hcpplanning.com
Peterson Building, 310 West Main Street
Washington, North Carolina 27889
Phone: 252/946-0877 • Fax: 252/946-7912
E-mail: washington@hcpplanning.com
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 2140
WORK PLAN/TECHNICAL APPROACH
Introduction to Planning Process
HCP experience indicates that the development of a solid foundation for the preparation of a successful
Comprehensive Land Use Plan is crucial. Accomplishment of thorough, effective public/stakeholder participation
will be essential to the formation of an adequate plan foundation. Emphasis must be placed on broad-based
participation in the orientation phase of overall plan development, including key non-government stakeholders and
County/City representatives. A plan which has not been developed with broad-based participation will not be
properly implemented; therefore, it is vital that a meaningful participation process be conducted.
Using a website for outreach has proven to be a very successful tool in soliciting public input. During a 7-month
period (seven months to prepare final draft), a similar website established for the Goldsboro Urbanized Area
Comprehensive Plan had 3,700 “hits.” It is an efficient way for the members of the public who may not have time
to attend scheduled meetings to “weigh in” and comment on drafts of the plan as it is developed. Such a website
will be developed as a facilitation tool for the Person County/City of Roxboro Joint Comprehensive Land Use Plan
Update planning process. The website will be interactive, and provide a wide range of information including meeting
dates and times, surveys, documents, and drafts of the plan. The website will be maintained by HCP.
The planning process and, ultimately, the Joint Comprehensive Land Use Plan Update should:
!Be a collaborative effort between the consultant, staff, County/City officials, and the communities of Person
County and the City of Roxboro.
!Provide historical, current, and forecast data with regard to demographics/economics relative to the
County/City’s essential interaction with its surrounding region.
!Identify strategic public initiatives supported by the County/City aimed at achieving the overall County/City
vision.
!Identify future land use goals and policy statements to address, at a minimum, the following: land use
compatibility, infrastructure carrying capacity and services, natural hazard areas, water quality,
transportation, economy, and areas of local concern.
Specifically, this scope of work provides for the full range of planning services to facilitate the creation of the Joint
Comprehensive Land Use Plan Update and defines tasks necessary for the completion of the plan, including:
!Project Initiation (organization).
!Public Involvement Strategy.
!Research and Analysis (data collection).
!Plan Framework (plan structure and organization).
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 3141
WORK PLAN/TECHNICAL APPROACH
Project Initiation
Project initiation will involve multiple tasks which will result in the definition of the concerns/issues/objectives that
must be addressed in the overall development of the plan. The initiation phase will begin immediately following the
issuance of a notice to proceed. The following tasks will be accomplished:
!Conduct a 1-day study area visit to refine the project team’s understanding of the existing conditions. This
visit will be scheduled concurrent with a start-up meeting with the County/City during which the following
will be discussed: contract details/scope, project schedule, existing plans/data, refinement of project
activities, meeting schedule, stakeholders, etc. This site visit will include a physical orientation tour of the
County/City.
!Develop a specific Citizen Participation Plan (CPP) in order to define a collaborative effort with the
partners/stakeholders, public at-large, County/City, and affected organizations.
!Conduct meetings with staff, elected officials, Steering Committee, and representatives of various boards to
discuss/collect pertinent data.
!Establish an interactive website dedicated to the Joint Comprehensive Land Use Plan Update.
!Develop a citizen survey for widespread distribution and posting on the project website. The survey will have
questions focused on both the County and City.
!Initiate review of existing plans, ordinances, and documents pertaining to Person County/City of Roxboro and
the surrounding area.
The project team will conduct a data needs inventory to identify the types and formats of data required for the
project, including geographic, demographic, and economic data. This effort will include local plans, studies, and
regulations that must be reviewed. The project team will compile and assess GIS data layers available from the City,
County, and NCDOT, and identify additional GIS data layers available from other sources that will augment analyses.
A data-needs analysis will be compiled that addresses additional data needed, along with the desired format. The
results of the data needs inventory will be provided to the County/City for discussion on specific data to acquire. The
project team will need the support/direction of the County/City to assist in the gathering of data, as needed, using
the analysis.
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 4142
WORK PLAN/TECHNICAL APPROACH
Public Involvement Strategy
1.Citizen Participation Plan
Effective continued citizen participation must be sustained throughout the process of developing the Comprehensive
Land Use Plan Update. This effort should be specifically defined in the Citizen Participation Plan (CPP). The following
summarizes the potential elements of the CPP:
!Establish protocol with the County/City staff, Steering Committee, Planning Boards, City Council, and Board
of Commissioners.
!Conduct up to six (6) work sessions with the Steering Committee. All meetings will be advertised, posted on
the project website, and open to the public.
!Conduct two (2) mid-project public review meetings (one [1] in the County and one [1] in the City) to report
overall project status and to obtain public input on progress to date. These meetings will be scheduled
approximately six (6) months into the project, and will provide a summary of data and issues identification
obtained to date in the process.
!Conduct a two-day planning charrette to develop plan approaches (refer to the "Planning Charrette" section,
below, for detailed information regarding this task).
!Provide organizational support for community events to disseminate project information.
!Prepare bimonthly written status reports to be submitted to both the County and City, and posted on the
project website.
!Submit draft plan to the Steering Committee.
!Conduct meetings with the County/City Planning Boards for presentation of the plan (separate meetings).
!Submit the plan to the City Council and County Board of Commissioners for consideration.
!Present final plan at public hearings.
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 5143
WORK PLAN/TECHNICAL APPROACH
2.Public Notification
To ensure that the public is informed of meeting times and has access to the draft Comprehensive Land Use Plan
throughout this process, the following steps will be taken:
!The project team will create and maintain an interactive project-dedicated website to both collect and
disseminate information regarding the project. The draft plan (as well as all notices) will be posted on this
Comprehensive Land Use Plan website so that citizens may either review the document online or print it out.
Having the draft Plan posted online will ensure that the most recent information is available and will reduce
printing costs. Information regarding the project website will be posted in the local newspaper.
!Social media will be utilized on an as-needed basis.
!Sign-up sheets will be placed in the Person County Administration Building and Roxboro Municipal Building.
Individuals who place their names on this list will be mailed or emailed notices announcing meeting times
for review of the Joint Comprehensive Land Use Plan Update.
!Notices of all public meetings will be advertised in a non-legal advertisement section of the local newspaper
in addition to being placed in the County/City offices.
!Notices of all public meetings will be, at a minimum, e-mailed to civic groups and other interest groups (to
be determined in concert with the County/City).
!Copies of the draft plan will be placed at the County/City offices for citizen review, as well as being available
at all meetings to ensure that the citizens in attendance can review items being discussed.
3.Planning Charrette
Conducting an intensive charrette will be an important part of the citizen participation and planning process.
Numerous details such as appropriate advertising/notification and suitable location will have to be determined.
Utilizing such a detailed public inclusion process as a charrette is necessary because historically, many people have
found that while they engaged in a public process, it was inadequate. In general, people become frustrated when
they are provided only a few minutes in public meetings to express their opinions. A collaborative planning process
accomplished through a charrette can eliminate or significantly reduce public/stakeholder frustrations. The following
provides the steps which should be taken to conduct the charrette process:
!Step 1. Identify charrette participants (stakeholders) which should include at a minimum:
– Elected officials;
– Committee representatives;
– Property owners;
– Business owners and operators;
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 6144
WORK PLAN/TECHNICAL APPROACH
– Citizens at-large;
– Neighborhood activists/representatives;
!Step 2. Define charrette logistics such as location, notification, schedule, agenda, etc.
!Step 3. Conduct the two-day charrette. The charrette will include:
Day 1
– Future obstacles/assets.
– Future growth/development objectives.
– Examination of all plan elements to gain an understanding of the interrelationship of the elements.
End Product: Prepare summary as foundation for Day 2.
Day 2
– Using the Day 1 meeting as a foundation, the Day 2 meeting will focus on actual development of key
focus or concern areas for the future of Person County/City of Roxboro.
End Product: Prepare written report summarizing key focus or concern areas.
Research and Analysis
1. Review of Data, Regulations, Plans, and Studies
The project team will review data collected as the result of project initiation. The project team will also review
information supplied or identified by the County/City related to local services, programs, initiatives and private
investments that will have a bearing on future growth and development in the County/City and its immediate
surroundings. Included in the information provided by the County/City should be relevant reports and budget
information from County/City departments, capital improvements program information, reports from various local
boards and organizations, private development proposals, State of NC initiatives, etc. This information will be used
in combination with information acquired through other sources (i.e., stakeholder interviews, study area visit, etc.)
in the assessment of existing conditions and considered in the development of implementation strategies once the
Plan begins to take shape.
2. Stakeholder Interviews
The project team will conduct up to sixteen (16) interviews (eight in the County and eight in the City) with key
stakeholders and service providers who can speak to the issues identified and share plans and information that will
have an impact on the direction of the Plan. The list of interviews will be determined by the County/City with input
from the project team. These interviews may include community and neighborhood leaders, including local business
representatives. The interviews will be conducted in person, and scheduled immediately following project start-up.
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 7145
WORK PLAN/TECHNICAL APPROACH
3. Inventory and Assessment of Existing Conditions/Results of Interview Process and Data Review
The Consultant will inventory the existing conditions gathered during the previous review process and stakeholder
interviews to provide a “snapshot” of the Person County/Roxboro area in 2019. These conditions will be assessed
to determine the issues and opportunities to be considered as the Plan is developed. Consistent with the
Comprehensive Land Use Plan update, the project team will address each of the elements as follows:
!County and City appearance.
!Return on investment.
!Land use/infrastructure relationship/coordination, including capacity analysis.
!Preservation of residential areas.
!Multi-modal transportation planning including local management issues.
!Consideration of the impact of current or pending State planning legislation.
!Future land use map (detailed maps for both the County and City).
!Comprehensive documentation that will help guide political decision makers for rezonings and land use
decisions.
!Reference to or incorporation of existing planning documentation.
!Assessment of ongoing planning efforts and projects currently underway.
Plan Framework
1. Plan Elements
The project team will undertake the primary responsibility for editing and writing the final plan document. Specific
focus will be provided in drafting clear, concise policies that can be supported by findings from County/City studies
and surveys, best practices, and/or successful application in other jurisdictions. The project team will design the plan
document, including development of the format and layout, as well as producing high-quality illustrations and
graphics relevant to data gathered and any maps which may be needed. The Joint Comprehensive Land Use Plan
update will include, at a minimum, the following key elements:
!Section 1. Introduction
"Plan Purpose
"Why Plan?
"The Planning Process
"Development of the Comprehensive Land Use Plan
"History
"Regional Location
!Section 2. Community Profile
"Population
"Housing
"Economic Development
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 8146
WORK PLAN/TECHNICAL APPROACH
!Section 3. Environment/Existing Conditions
"Natural Environment
"Community Services and Facilities
"Health Services
"Parks and Recreational Services
"Education System
"Transportation
"Community Character
"Existing Land Use
!Section 4. Projections/Future Demand
"Introduction
"Population
"Housing
"Economic Analysis
"Infill Development/Return on Investment
"Infrastructure/Public Works
"Health and Wellness
"Police/Fire/Rescue
"Recreation
"School System
"Transportation
!Section 5. Future Land Use
"Introduction
"Future Land Use Sectors
"Future Land Use Map
"Transportation and Land Use Coordination
!Section 6. Goals and Implementing Actions
"Introduction
"Public Input
"Goals
"Implementing Strategies
"Monitoring and Evaluation
2. Plan Document Design
Plan document presentation will be essential to its ultimate acceptance and implementation. If the document is not
inviting in its appearance, it will not be read. At a minimum, the plan document will include:
!Extensive color graphics;
!Extensive color mapping;
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 9147
WORK PLAN/TECHNICAL APPROACH
!Implementing strategies connected to applicable goals, objectives, timelines and responsible agency;
!Graphic presentations of data;
!Preparation of an executive summary following document adoption;
!Specific plan document implementing actions to aid in continuing planning process beyond plan preparation;
!Incorporation of important graphic components of existing documents;
!Elimination of unnecessary verbiage. Focus on core goals, priorities, strategies.
3. Consultant’s Expectation of the County/City
The project team will rely on the County/City for the following:
!Provide timely review of material provided by the project team.
!Serve as a directional resource for data collection.
!Provide local knowledge/input.
!Provide project contacts to attend public meetings.
!Assist with distribution of the project survey.
!Provide payment of invoices for publication of meeting notices.
!Provide coordination with the Steering Committee, Planning Boards, City Council, and County Board of
Commissioners.
Project Schedule
The project will be completed over a 12-month time period. The target deadline for adoption is November 2020.
See chart below for a listing of tasks and associated timeframe.
Project Task Timeframe
Issue Notice to Proceed December 2019
Project Initiation/Public Involvement Strategy December 2019 - January 2020
Research and Analysis February - June 2020
Plan Framework/Development June - October 2020
Public Hearing November 2020
Deliverables
1. Twenty bound color copies of final plan.
2. Twenty color copies of an Executive Summary.
2. Two digital files of final plan and executive summary - PDF and Microsoft Word format.
3. All illustrative conceptual designs and renderings shall be submitted as standalone digital files.
4. GIS files and maps submitted to the County/City and integrated into the County/City’s GIS system.
Please note that if HCP is selected, a scoping meeting will be requested in which all deliverables will be finalized.
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 10148
PROJECT TEAM PERSONNEL
Organizational Chart
Person County/City of Roxboro
Board of Commissioners
City Council
Planning Boards
Steering Committee
County/City Staff
Holland Consulting Planners
T. Dale Holland, AICP
Principal/Project Manager
Landin W. Holland, MPA, AICP, CZO
Senior Planner/GIS Supervisor Administrative/Clerical Staff
GIS Technician
Proposed Planning Team
T. Dale Holland, AICP, will serve as Project Manager and primary project contact. He will be responsible for overall
project design, coordination, quality control, public presentations, and final product. Mr. Holland has over 45 years
of planning and administrative experience, including a thorough knowledge of North Carolina land use laws and
regulations. Landin W. Holland, AICP, MPA, CZO, Senior Planner, will assist with preparation of data collection and
analysis, general project assistance, public presentations, and supervision of required mapping. In addition, the HCP
project team is supplemented by an administrative support staff which has over 25 years of experience in producing
planning documents in an efficient and timely manner.
Team Capabilities
‚NCI Charrette training
‚Multi-modal transportation planning experience
‚Form-Based Code Institute training
‚SmartCode training
‚Health and wellness (active living) planning experience
‚Traditional Neighborhood components experience
‚Web-based codes experience
‚Specific corridor analysis, including land use impact on transportation
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 11149
T. DALE HOLLAND, AICP
Principal/Project Manager
PROFESSIONAL AFFILIATIONS:
American Institute of Certified Planners (AICP)
EDUCATIONAL BACKGROUND:
East Carolina University, A.B. Geography,1969East Carolina University, M.A. Geography, 1971NCI Charrette Planner Training, April 2008
PUBLICATIONS, AWARDS, PRESENTATIONS:
"The Effect of Water Pollution on Industrial Locations within theRoanoke River Basin," Master's Thesis
2010 Marvin Collins Outstanding Planning Award (ComprehensivePlanning - Small Community) - Polk County 20/20 Vision Plan
2014 Marvin Collins Outstanding Planning Award (Honorable
Mention, Comprehensive Planning - Large Community) - Envision
35: Goldsboro Urbanized Area Comprehensive Plan
RELEVANT PROJECT EXPERIENCE:
Town of Angier, North Carolina
2017 Comprehensive Plan
City of Clinton, North Carolina2035 Comprehensive Plan
Town of Columbus, North Carolina
2019 Comprehensive Plan
Town of Edenton, North Carolina
Police Department Redevelopment Plan
Housing Inventory Assessment
Gates County, North Carolina2017 Comprehensive CAMA Land Use Plan
City of Goldsboro, North CarolinaEnvision 35: Urbanized Area Comprehensive Plan
City of Kinston, North Carolina
2013 Unified Development Ordinance
Plan Kinston (Comprehensive Plan)
City of Laurinburg, North Carolina
Laurinburg Walks: A Plan for Health & Mobility
2015 Unified Development Ordinance
Plan Laurinburg 2035 (Comprehensive Plan)
Polk County, North Carolina20/20 Vision Plan (Comprehensive Plan)2010 Unified Development Ordinance
City of Roxboro, North Carolina
2017 Unified Development Ordinance
Town of Windsor, North Carolina
2017 Comprehensive CAMA Land Use Plan
Mr. Holland earned his B.A. and M.A. in Geography with a
minor in Planning from East Carolina University. Beforestarting his own planning firm in 1987, he worked in various
planning positions in Virginia and in Rocky Mount and
Wilmington, NC. The firm has prepared over 100 land use
and comprehensive plans, over 45 zoning/unified
development and subdivision ordinances, and has been
actively involved in North Carolina's Disaster Recovery
Program, including the management of Hurricane Fran
HMGP elevation/ acquisition projects and Hurricane Floydacquisition/ rehabilitation projects. Mr. Holland has
extensive experience working with municipalities in
southeastern North Carolina. He is a member of the
American Institute of Certified Planners.
PUBLIC INVOLVEMENT EXPERIENCE:
Mr. Holland has extensive public participation experience
including training by the National Charrette Institute.
Engaging the citizenry within the jurisdiction of a givenproject is an integral process of nearly all planning efforts
completed at Holland Consulting Planners (HCP). Some
projects require a greater level of participation than others.
Over the years, HCP has established proven techniques and
exercises to include the public, solicit valuable input,
establish consensus, and limit controversy. More
information for planning and urban design projects
completed in the past, the majority of which included publicinvolvement, is available on the HCP website:
http://hcpplanning.com/work/
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 12150
LANDIN W. HOLLAND, AICP, MPA, CZO
Senior Planner
PROFESSIONAL AFFILIATIONS:
American Planning Association (APA)American Institute of Certified Planners (AICP)Urban & Regional Information Systems
Association (URISA)
NC Certified Zoning Officials (CZO)
EDUCATIONAL BACKGROUND:
B.S. Geography, 1998
B.S. Urban Planning, 1998
M.A. Public Administration, 2004
East Carolina University
NC Association of Zoning Officials Certification Program, UNC
School of Government, May 2010
Form-Based Code Institute Training, 2008-09
SmartCode Workshop, 2008
PUBLICATIONS, AWARDS, PRESENTATIONS:
“Funding the Town of Ayden Stormwater Management Program,”
Master’s Thesis
RELEVANT PROJECT EXPERIENCE:
Town of Angier, North Carolina
2017 Comprehensive Plan
Town of Atlantic Beach, North Carolina
2004-06 CAMA Core Land Use Plan
2008 Unified Development Ordinance
City of Clinton, North Carolina2035 Comprehensive Plan
Town of Columbus, North Carolina2019 Comprehensive Plan
Town of Emerald Isle, North Carolina
2017 CAMA Land Use Plan
City of Goldsboro, North Carolina
Envision 35: Urbanized Area Comprehensive Plan
City of Kinston, North Carolina
Plan Kinston (Comprehensive Plan)
City of Laurinburg, North CarolinaLaurinburg Walks: A Plan for Health & MobilityPlan Laurinburg 2035
Pender County, North Carolina
Southeastern NC Regional Hazard Mitigation Plan
Polk County, North Carolina
20/20 Vision Plan (Comprehensive Plan)
Town of Windsor, North Carolina2017 Comprehensive CAMA Land Use Plan
Mr. Holland earned his B.S. in Geography, B.S. in Urban
Planning, and M.A. in Public Administration from EastCarolina University. He has worked for Holland Consulting
Planners, Inc., since 1999. His principal focus has been on
land use planning and hazard mitigation. Other areas of
experience including stormwater regulations and
supervision of the firm’s Geographic Information Systems
(GIS) work. Mr. Holland has administrative planning
experience on 20 Environmental Review Records, 25 Hazard
Mitigation Plans, administration of flood recovery projects,and assistance on or supervision of numerous Land Use
Plans. Mr. Holland has recently attended training
workshops on Form-Based Code and SmartCode. He is a
member of the American Institute of Certified Planners.
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 13151
EXPERIENCE AND QUALIFICATIONS
HCP has extensive experience providing comprehensive planning services throughout North Carolina. Below are
several examples of recent planning projects completed by the firm.
Town of Aberdeen Comprehensive Land Development Plan
Town of Aberdeen, North Carolina
Justin Westbrook, Planning Director
115 N. Poplar Street, PO Box 785, Aberdeen, NC 28315
910/944-4517, jwestbrook@townofaberdeen.net
Project Commenced: June 2018; Project Completed: January 2019
Public Participation: public meetings, open house meetings, project website, public hearing
Plan Oak Island (Comprehensive Plan)
Town of Oak Island, 4601 E. Oak Island Drive, Oak Island, NC 28465
Jake Vares, Planning & Zoning Coordinator
910/201-8054, planner@ci.oak-island.nc.us
Project Commenced: January 2015; Project Completed: February 2017
Public Participation: public meetings, survey instrument, charrette, open house meetings, project website, public
hearing
Clinton 2035 Comprehensive Plan with a Health & Wellness Component
City of Clinton, North Carolina
Mary Rose, Planning Director
227 Lisbon Street, Clinton, NC 28328
(910) 299-4904, mmr@cityofclintonnc.us
Project Commenced: September 2013; Project Completed: May 2015
Public Participation: public meetings, survey instrument, charrette, open house meetings, project website, public
hearing
Envision 35: Goldsboro Urbanized Area Comprehensive Plan
City of Goldsboro, North Carolina
Jennifer Collins, Senior Planner
200 N. Center Street, Goldsboro, NC 27530
919/580-4327, Jcollins@goldsboronc.gov
Project Commenced: September 2011; Project Completed: March 2013
Public Participation: public meetings, survey instrument, charrette, open house meetings, project website, public
hearing
Please refer to the attached project sheets for more detailed information, including sample graphics utilized, with
regard to the above-listed projects.
Recipient of a 2014 Marvin Collins
Outstanding Planning Award -
Honorable Mention
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 14152
EXPERIENCE AND QUALIFICATIONS
Town of Aberdeen Comprehensive Land Development Plan - Aberdeen, NC
On December 12, 2005, the Town of Aberdeen adopted the 2030 Land
Development Plan. An update to the plan was adopted on February 9,
2009, as Appendix A to revise the Future Land Use Map, redefine the
categories used and cross reference them to the Zoning Code in place
at that time. Following adoption of the update, the 2010 Census was
completed and the Town's demographics shifted. The 2040
Comprehensive Land Development Plan was prepared in response to
Aberdeen's changes to establish a direction for growth and stability in
the future. The Plan will be used as the primary policy document to
guide decisions related to growth, development practices, and capital
investments. The planning process included an effective public
engagement component which helped to develop a Plan that provided
strategies and preferred practices for development and a roadmap for
determining future land uses that considered infrastructure
opportunities and constraints.
Plan Oak Island (Comprehensive Plan) - Oak Island, NC
The Plan Oak Island Comprehensive Plan
is a long-range policy document with a
particular time horizon - twenty years in
the case of Oak Island. The plan includes
an assessment of existing conditions, a
summary of public input, projection of
future needs for topics relating to land
use and development, and a
comprehensive listing of goals, policies,
and strategies. Because the Town of Oak
Island is located in one of the twenty
Coastal Area Management Act (CAMA)
counties, the plan addressed issues
relating specifically to coastal growth and
development.Future Land Use Visual Preference Survey
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
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EXPERIENCE AND QUALIFICATIONS
Clinton 2035 Comprehensive Plan - Clinton, NC
In 2013, the City of Clinton undertook the preparation of a 2035 Comprehensive Plan. The plan was prepared in
conjunction with a diverse Advisory Committee which met fourteen times during development of the plan. An
extensive citizen participation process was utilized which involved two city-wide input meetings, five neighborhood
meetings, a dedicated project website, and a city-wide survey. The primary objective of the plan is to provide a
foundation for Clinton to engage in the growth process which is occurring in the surrounding region. Major
implementation concerns include CBD preservation, creation of medical art/service district, and beautification of
transportation corridors.
Envision 35: Goldsboro Urbanized Area Comprehensive Plan - Goldsboro, NC
The City of Goldsboro, lead agency for the Goldsboro
MPO, undertook the preparation of a Comprehensive
Plan to provide a 20-year plan for the Goldsboro
Urbanized Area and the five (5) future interchanges to
be constructed along the US 70 Goldsboro Bypass. The
plan area included the City of Goldsboro, its
extraterritorial jurisdiction (ETJ), and an area of
unincorporated Wayne County beyond the City ETJ.
The major focus of the plan included a coordination of
future land use with transportation planning and
coordination of land use with healthy/active living
activities. The goal of this planning effort was to
provide a creative and dynamic plan to guide the future
long-term growth and development of this rapidly
developing urban area. The Envision 35 Plan was the recipient of a 2014 NCAPA Marvin Collins Outstanding Planning
Award - Honorable Mention for Large Community Comprehensive Planning.
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 16154
FEE PROPOSAL
Project Budget
The proposed scope of services will be accomplished for a not-to-exceed project budget of $89,500. Proposed fee
is inclusive of deliverables; no additional fee will be charged for the hard copies or digital files. The fee will be billed
monthly as time accrues.
Cost Per Task
Project Initiation/Public Involvement Strategy $ 8,950 (10%)
Research and Analysis/Plan Development $62,650 (70%)
Submit Plan to Planning Boards, City Council,
and Board of Commissioners/Public Hearing $17,900 (20%)
Hourly Rates
T. Dale Holland, AICP $160.00
Landin Holland, MPA, AICP, CZO $100.00
GIS Technician $ 65.00
Administrative/Clerical Staff $ 60.00
Holland Consulting Planners, Inc.
3329 Wrightsville Avenue, Suite F
Wilmington, NC 28403
Phone: 910/392-0060, Fax: 910/392-2839
Email: dholland@hcpplanning.com
Name, Title, and Signature of Person Authorized to Sign Proposal:
AUTHORIZED REPRESENTATIVE: T. Dale Holland, AICP
TITLE: President
SIGNATURE: _____________________________________________ DATE: _______________________
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Person County and City of Roxboro, North Carolina Page 17155
Person County, NC
And
The City of Roxboro, NC
And
Sub-Consultant
VIZ, PLLC
Statement of
Qualifications
315 South Main Street, Suite 200
Kannapaolis, NC 28081
NFocusPlanning.org
704.933.0772
REQUEST FOR PROPOSALS
Professional Planning Services
Joint Comprehensive Land Use Plan Update
October 2019
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A. LETTER OF INTEREST
October 2, 2019
Attn: Lori Oakley, Planning Director
Person County
325 S. Morgan Street
Roxboro, North Carolina 27573
Dear Lori,
On behalf of N-Focus, Inc. I am pleased to submit this response to your Request for Proposals (RFP) for qualified
professionals to assist in the preparation of a Joint Comprehensive Land Use Plan update for Person County
and the City of Roxboro.
N-Focus selects a limited number of special projects each year to enable a focused approach providing
professionals with specialized talents to assist departmental staff in their efforts to provide effective & efficient
public service to benefit its citizens, businesses, and those investing in their communities.
N-Focus believes the Joint Comprehensive Land Use Plan should not only reflect the collective vision of Person
County and the City of Roxboro’s citizenry in 2019-20, but also provide guidance to citizens, businesses,
property owners, and those exploring investment into Person County and the City of Roxboro.
The “Town & Country Plan” should also provide guidance in the adoption of clear standards & specifications
for growth & development over the next decade and beyond.
N-Focus primarily caters to smaller communities and rural counties being affected by urban growth among
metropolitan regions of North Carolina. Because of this, we feel we are uniquely qualified to both lead this
process to ensure buy-in by the community and deliver products focusing on the direction of planning for the
community for many years into the future.
N-Focus has staff both qualified and available to prepare the work within the schedule for completion outlined
in our approach. We anticipate working closely with the staff of Person County and the City of Roxboro and
understand the work is subject to modification based upon discussions with your staff and final contractual
provisions.
Thank you for the opportunity to submit this response to your Request for Proposals. We look forward to
discussing our recommended project approach and the prospect of working on this exciting project with both
Person County and the City of Roxboro.
Respectively,
Patti Rader, Manager & COO
N-Focus, Inc.
315 South Main Street, Suite 200
Kannapolis, NC 28081
704.933.0772 office
PRader@NFocusPlanning.org
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CONTENTS
A. Letter of Interest ................................................................................................................................... 2
B. Introduction .......................................................................................................................................... 6
Corporate Structure & Organization ..................................................................................................... 6
Corporate Beliefs .................................................................................................................................. 7
Staff & Region ....................................................................................................................................... 8
Professional Services ........................................................................................................................... 10
C.1. Work Plan/Statement of Approach .................................................................................................... 12
Phase 1 Project Orientation and Scoping ..................................................................................... 13
Phase 2. JCLUP Analysis & Implementation Strategy Development ............................................. 17
Phase 3 Plan Presentation, Review & Adoption ........................................................................... 20
C.2. Proposed JCLUP Project Schedule....................................................................................................... 22
Proposed Project Schedule Flow Chart – Phase 1 .............................................................................. 22
Proposed Project Schedule Flow Chart – Phase 2 .............................................................................. 23
Proposed Project Schedule Flow Chart – Phase 3 .............................................................................. 24
D. Project Team Members – Qualifications, Experience & References .................................................. 26
Robert Clark, AICP VP of Eastern NC Planning Services & Master Planner ..................................... 27
Richard Flowe, AICP President & CEO / Special Projects ................................................................. 28
John Allen, CEcD Economic Developer ............................................................................................ 29
Leamon Brice, ICMA VP of Public Administration ........................................................................... 29
Tim Gauss, AICP VP Central Carolina Planning Services Division ..................................................... 30
Mark Tracy Parks & Recreation Program Specialist ...................................................................... 31
Tom Weitnauer, AICP Special Projects ........................................................................................... 32
Gary Fankhauser, ASLA Urban Designer .......................................................................................... 33
E. N-Focus Relevant Experience, Concepts & References ...................................................................... 36
Comprehensive Plans & UDO’s ........................................................................................................... 36
Recent Parks / Recreation, Downtown Master Plans & References .................................................. 39
Reference Letters ................................................................................................................................ 42
F. Fee Proposal ........................................................................................................................................ 46
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B. INTRODUCTION
COMPANY BACKGROUND
N-Focus was established in 2002 as a land planning firm to provide consultation to clients interacting with
local governments in high-end development projects. By 2009 N∙Focus committed exclusively to North
Carolina local governments with emphasis on municipal planning, public administration & code
enforcement activities.
Our Mission Statement summarizes our approach: “N-Focus is committed to serve the public, to help local
governments do their best at local government, and to provide the client jurisdiction with affordable
experience and a sense of confidence in our company's capability through the employment of qualified
individuals who share a common goal and motivation.”
COMPANY RESOURCES
Recruiting efforts to expand from 5 employees in mid-2009 to a staff of 30 professionals in 2019
exemplifies the validity of the firm’s commitment to public service and the calculated approach to our
own corporate growth. Whether the need involves growth and development or the changing demands
that confront communities across the state, N-Focus has the resources to provide the most appropriate,
relevant, compliant, & comprehensive planning products available.
Corporate Structure & Organization
N-Focus is chartered in the State of North Carolina as a subchapter “S” corporation. All members of the
Board of Directors and all Officers of the Corporation are employees of N-Focus, Inc. FIN: 26-0614658
CORPORATE ORGANIZATION
Members of the N-Focus Board of Directors are appointed to guide the future growth and expansion of
the firm. The Board meets annually.
BOARD OF DIRECTORS
Chair F. Richard Flowe
Vice Chair Leamon Brice
Secretary/Treasurer Patricia A. Rader
Member Robert E. Clark
Member David C. Flowe
Member John E. Ganus
Member Timothy M Gauss
OFFICERS OF THE CORPORATION
President/CEO F. Richard Flowe
Secretary/Treasurer, Manager & COO Patricia A. Rader
Executive Vice President David C. Flowe
Vice President, Public Administration Division Leamon B. Brice
Vice President, Eastern Carolina Planning Services Division Robert E. Clark
Vice President, Code Enforcement Division John E. Ganus
Vice-President, Central Carolina Planning Services Division Timothy M. Gauss
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Professionals active in the provision of service to our clients manage the firm as section directors leading
each professional category including planning, public administration and code enforcement, reporting
directly to Patricia A. “Patti” Rader, Manager. The personnel are team-oriented with team leaders
working with management to allocate the best possible resources to the challenges of the client's project.
Corporate Beliefs
COMPREHENSIVE PLANNING & DEVELOPMENT ORDINANCES –
A RELATIONSHIP
Successful communities are prepared communities. They seek clear direction and guidance before
implementation to achieve the goals they seek. The Comprehensive Plan serves as a foundational guide
for decisions made by citizens, businesses, property owners, those seeking to invest in the community,
and by local leadership. Therefore, a plan should be at the center of local decision making. Development
ordinances that are consistent with and implement the plan, should serve as a set of standards &
specifications for growth & development that meet the goals of the local government. This linkage
between the Comprehensive Plan and the growth & development ordinances should always be straight
forward, reflect the goals of the community, and represent a common-sense approach.
Our staff sees this “plans & specs” approach to growth and development as being very familiar to many
people; therefore, making sense to those who encounter the codes and those who implement them. We
emphasize a “Lead with a plan and implement with the specs” philosophy to work by, instilling a certain
comfort level among those we serve every day and demonstrating how these policies are their policies,
adopted by their leaders for their community.
We also fully understand and respect the rights of all property owners, meaning
the rights of the property in question balanced with the rights of those adjacent
property owners. Our staff understands the realities of infrastructure, financial &
market constraints, state & national environmental policies, both national &
regional trends, and challenges involved in the growth of local communities &
community values. Our company’s model for providing public service keeps our
staff immersed in the day-to-day success, consequences, and outcome of their
professional actions.
Our ability to work within the Town Halls we serve takes an integrated approach, where our corporate
presence is transparent. Our team members clearly understand the purpose, authority, and
consequences of decisions made inside an office because most our staff serve in an official role in at least
one local government jurisdiction on a weekly basis, year-round. This locally oriented foundation means
N·Focus staff routinely administers the policies & plans we write, and those written by others.
To the local government administration and planning agency, this experience means that we fully
comprehend the accountability to the citizenry and to the public process. Your community is unique in
so many ways; however, experience with tried and true public policy principles make N-Focus your
resource for both conventional public policy on growth and public services as well as your resource for
innovative, forward thinking concepts to create the community your leadership desires. Our belief in
public service and commitment to your administration’s goals will ensure the proper professional
representation in both the development and administration of your public policy, to meet your
community’s needs.
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Staff & Region
The staff of N-Focus, Inc. represents a degree of state and local
government experience unparalleled by other firms serving North
Carolina. These people were selected based upon their qualifications and
dedication to public service.
N-Focus, Inc. is an equal opportunity employer. Applicants for
employment are selected based upon their professional experience,
education, training, initiative and ability. N-Focus, Inc. does not
discriminate based on race, sex, age, national origin, sexual orientation,
handicap or military history.
PLANNING STAFF NC REGION
Master Planners: Robert “Bob” E. Clark, AICP Greenville
Julie C. Fields, AICP, Esq. Asheville
Senior Planners: Stephen “Steve” F. Austin, AICP Kannapolis
Michael “Mike” W. Avery, AICP Wilmington
Nadine Bennett, AICP Kannapolis
Karen H. Dunn, AICP Wilmington
F. Richard “Rick” Flowe, AICP, CFM Kannapolis
Timothy “Tim” Gauss, AICP Kannapolis
Michael D. Harvey, AICP, CZO, CFM Greenville
Jonathan Wells, AICP Kannapolis
Thomas Weitnauer, AICP Kannapolis
Shelley Williamson, AICP Kannapolis
Urban Designer: Gary R. Fankhauser, ASLA Kannapolis
Economic Development: John Allen, CEcD Wilmington
Marvin Davis, CEcD Asheville
Infrastructure: Brian M. Wilson, P.E. Kannapolis
Public Works: Henry “Matt” Bernhardt Kannapolis
Funding Specialists: Stephen “Steve” F. Austin, AICP Kannapolis
Michael “Mike” Avery, AICP Wilmington
Shelley Williamson, AICP Kannapolis
Planner III Andrew “Andy” Thomas, CZO Greenville
Planner II Susan Closner, CZO Kannapolis
Martine Vray Kannapolis
GIS: Nadine Bennett, AICP Kannapolis
David Flowe Asheville
Thomas Weitnauer, AICP Kannapolis
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PUBLIC ADMINISTRATORS & MANAGEMENT STAFF
Senior Managers: Raymond “Ray” Allen, ICMA-CM Kannapolis
Jonathan Barlow, ICMA Greenville
Leamon B. Brice, ICMA-CM Kannapolis
Jim Freeman, ICMA Asheville
Ed Humphries, ICMA-CM Kannapolis
Roe O’Donnell, P.E., PWLF Greenville
Erskine Smith, AICP, ICMA-CM Kannapolis
Barry Webb, ICMA-CM Kannapolis
Public Administrators: Bill Bailey, CPM, CZO Asheville
Henry “Matt” Bernhardt Kannapolis
Robert “Bob” E. Clark, AICP Greenville
Marvin Davis Asheville
PUBLIC HEALTH & EDUCATION STAFF
Fletcher Hartsell Kannapolis
CODE ADMINISTRATION & ENFORCEMENT STAFF
Senior Officer: John E. Ganus, CHCO, CZO Kannapolis
Code Enforcement: Bill Bailey, CPM, CZO Asheville
Susan Closner, CZO Kannapolis
Danny Eudy Greenville
Andrew “Andy” Thomas, CZO Greenville
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Professional Services
PLANNING
➢ Town/City/County & Regional Planning
➢ Comprehensive Planning
➢ CAMA Land Use Plans
➢ Land Use & Land Development Planning
➢ Downtown & Small Area Planning
➢ Re-Development Program
➢ Growth & Development – including:
Unified Development Ordinances (UDO), Zoning & Subdivision Ordinances
➢ Property Maintenance & Nuisance Codes
➢ Environmental Sustainability
➢ Watershed & Flood Damage Prevention
➢ Modernization & Codification of Local Ordinances
➢ Special District Planning – Historic & Waterfront District Plans
➢ Parks & Recreation Plans
➢ Strategic Planning
➢ Analysis … Forecasts …Visioning
➢ Implementation Services
➢ Annexation & Utility Extension Policies, Processes and Procedures
➢ Geographic Information System (GIS)/Mapping Functions
➢ Interim & Part-time Staffing
CODE ADMINISTRATION & ENFORCEMENT
➢ Code Administration & Enforcement Staffing
➢ Housing & Nuisance Regulations Enforcement
➢ Non-Residential Structures & Buildings Standards Enforcement
➢ Junked Vehicles Enforcement
➢ Development Regulation Administration
➢ Civil Process Enforcement
➢ Staff Training & Technical Assistance
N-FOCUS ACADEMY
➢ Code Enforcement – Basic/Advanced
➢ Governing Board
➢ Planning Board & Board of Adjustment
➢ Staff Training
➢ Customer Service
➢ Local Government Sustainability
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PUBLIC ADMINISTRATION & MANAGEMENT
➢ Interim & Part-time Administration
➢ Interim & Part-time Management (call for details on statutory employment compliance)
➢ Operations, Finance & Personnel Consultations
➢ Professional Personnel Search & Placement
➢ Process Improvements
➢ Public Involvement & Facilitation
➢ HR Services
➢ Board Training & Retreat Facilitation
➢ Retreat Facilitation
GRANTS & FUNDING
➢ Applications & Administration
➢ HUD Services & Consolidated Plans
➢ Parks, Recreation & Trail Grants
PUBLIC HEALTH & EDUCATION
➢ Sustainable Schools
➢ Virtual Classrooms – Rural Communities
➢ Resilient Communities
➢ Sustainable Practices
➢ Broadband Deployment
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C.1. WORK PLAN/STATEMENT OF APPROACH
N-Focus is pleased to submit this proposal to work with the staff,
boards, citizens, and businesses of Person County and the City of
Roxboro, collectively hereinafter known as “Local Government”
to prepare the Joint Comprehensive Land Use Plan, hereinafter
known as “JCLUP”, which will incorporate pertinent data policies
previously adopted by the Local Government and will:
1. Guide future land use development activities in Local
Government (setting standards for the built
environment);
2. Serve as a blueprint for future capital improvements
(providing an investment strategy for the Local
Government);
3. Provide effective growth management policies (guiding
decisions about land use, economic development,
community service & facilities, parks & recreation
services, education system, natural environment,
housing, community character and transportation).
N-Focus will structure and manage the work outlined below to meet the expectations of Local
Government, and coordinate efforts with Local Government staff and other stakeholders to meet Local
Government’s scheduling needs.
The N∙Focus Project Team (hereinafter known as “N-FOCUS”) will begin working with Local Government
staff to finalize contracts and project timelines for completion of the project. Once a contract has been
approved by Local Government, N-FOCUS will proceed as follows:
N-FOCUS-will:
1. Develop a timeline for the completion of the JCLUP Update
(week 1)
2. Assist Local Government in preparing & implementing a community outreach strategy
(weeks 1-2)
3. Provide for periodic meetings & calls with staff and/or project steering committee
4. Make final presentations to Planning Board (2x) & Governing Board (1x) for adoption
5. Provide the new JCLUP in an electronic format for Local Government’s website; and distribution
to developers
This Scope of Work is detailed in the following pages and defined by Tasks within each Phase.
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Phase 1 Project Orientation and Scoping
Throughout Phase 1 N-FOCUS will:
1. Meet with Planning Department staff for initial project orientation, scoping, communication
logistics, and scheduling (including staff availability/accessibility for requests for meetings, review
of draft documents, coordination on formal public input and review processes, etc.);
2. Verify other factors for inclusion in the JCLUP, as well as obtaining copies of all key planning policy
documents;
3. Obtain information about map resources available to allow N-FOCUS to begin preparing the JCLUP
Maps and identify specific mapping features which will need to be incorporated into the final
product; and
4. Confirm with Planning Department staff the content of the final product, including which maps
the Local Government will prepare & which maps N-FOCUS will prepare.
Task 1.1. Background Research & Analysis
N-FOCUS will:
1. Collect and analyze socioeconomic, geographic, and other data (current & projections for 2040)
to include population, housing, economic development, transportation, community services &
facilities, parks & recreation services, education system, natural environment, community
character and other background data, citing key issues and trends to serve as the information
base of the JCLUP;
2. Review planning policy documents previously adopted by Local Government to identify:
a. Policies that have worked well and should continue; and
b. Policies that have been counterproductive, had unintended consequences, or otherwise
not served Local Government well;
3. Review and evaluate the following Local Government’s policy documents:
a. Local Government’s current Land Use Plans – adopted 2001
b. Person County Comprehensive Transportation Plan (CTP) – adopted 2011
c. US 501 North Planning Document (from Virgilina Road to existing US501)
d. Hazard Mitigation Plan 2015
e. Farmland Preservation Plan 2016
f. Person County Planning Ordinance (last amended 2019)
g. Person County Subdivision Regulations of Person County (last amended 2006)
h. Current projects underway:
i. Unified Development Ordinance (anticipated adoption Fall 2019)
ii. Small Area Plan for the future expansion of downtown, south of Barbee Street,
surrounding the community park (being prepared by NC Main Street and Rural
Planning Center)
iii. New Park and Recreation Plan (being created by the Parks & Recreation
Department) to run parallel to the proposed PLANS
iv. Finalist – Downtown Associate Community program for revitalization of the
Traditional Downtown Business Core
4. Identify policies addressing issues of concern to Local Government (per discussions with Local
Government staff and stakeholders);
5. Conduct a data inventory and land use capacity analysis of the existing conditions of the
community, as well as rational projection of the community in 2040, that will help growth and
development;
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6. Review anticipated specific JCLUP needs; and
7. Identify additional property-based information and files requested to be included in the web-
based document.
Phase 1. Task 1.1. Deliverables:
➢ Summary Report of key issues & priorities and mapping of data; and
➢ Summary Report of prior applicable studies, plans, & development regulations
Task 1.2. One-on-one Interviews
N-FOCUS will:
1. Interview Steering Committee Members;
2. Interview Investors; and
3. Face-to-Face interviews with approximately all businesses within Uptown Roxboro.
Task 1.3. Tour Local Government Jurisdiction
N-FOCUS will tour:
1. Uptown Roxboro – “Developing the Art in Living”;
2. Hyco Lake;
3. Mayo Lake; and
4. Local Government jurisdiction along the following corridors to assess current conditions of
development patterns & identify possible opportunities the JCLUP will address:
a. U.S. Route 158
b. U.S. Route 501
c. N.C. 49
d. N.C. 57
e. N.C. 157
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Task 1.4. Steering Committee #1
At the 1st Steering Committee Meeting, N-FOCUS will provide an overview of the project, including:
1. An explanation of the role of the Steering Committee
2. An introduction to N-FOCUS project staff;
3. A description of the project scope;
4. The project schedule;
5. The Steering Committee meeting schedule; and
6. Options for information dissemination to Steering Committee members.
Task 1.5. Public Engagement
While conducting the document & policy review above,
N-FOCUS will take steps to engage the public under the
broad outlines agreed to in our initial meeting with Local
Government staff. A written Comprehensive Public
Engagement Strategy will be prepared and submitted to
staff for review. Any revisions will be incorporated; this
document will serve as a guide for public engagement
efforts. Substantive features will include the following:
1. Varying approaches that draw on various social media, including Local Government’s existing
tools – website, newsletter, utility bills, and Facebook page, as well as, surveys or other means of
community outreach to insure a comprehensive and robust level of public input to serve to guide
development of the JCLUP vision and goals;
2. Opportunities for a broad cross-section of Local Government residents, business owners, civic
groups, landowners, investors and other stakeholders including Governing Board, Local
Government staff and citizen boards & commissions to inform the comprehensive planning
process. This process will support efforts to identify specific “Focus Areas”, which will guide the
JCLUP’s preparation; and
3. One-on-One conversations, as appropriate, to ensure a valid cross-section of stakeholders has
both an awareness of the project and opportunities to provide input.
As noted above, public engagement efforts will be structured to both inform and receive thoughtful
input regarding an overall vision for Local Government.
Phase 1 Task 5. Deliverable(s):
➢ Summary of results from public participation and engagement.
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Task 1.6. Steering Committee #2
N-Focus will:
1. Describe the County-wide and Town-wide Plan to that of Catalyst areas and provide examples
from another town;
2. Provide maps where Steering Committee Members can suggest areas suitable for in-depth
planning for development of catalyst analysis and planning;
3. Provide maps where Steering Committee Members can suggest areas to Protect and Preserve
whether it is historic, natural, cultural or other resources and
4. Provide maps where Steering Committee Members can suggest areas suitable for redevelopment.
JCLUP’ Vision & Goals
N-FOCUS will oversee and manage the “visioning” process to develop an overall vision statement for Local
Government JCLUP, as well as vision statements and strategic goals for each of the plan elements. The
plan will address the following “Focus Areas”, in addition to any others identified during the public
engagement process:
1. GROWTH MANAGEMENT:
Building on the land use inventory and capacity analysis:
a. Identify the projected demand on community services & facilities including public water
and other utilities, economic development, parks & recreation services, education
system, natural environment, housing, community character and projected traffic levels;
b. Capitalize on opportunities presented by new development by mitigating negative
consequences of growth and ensuring Local Government remains an attractive and
desirable location for residents, businesses, and visitors; and
c. Develop JCLUP for what the citizens of Local Government want the community to look
like in the future in relation to appearance, intensity and character of development, and
other physical design characteristics; attention will be given to the impacts of the current
and future transportation network on land use patterns.
2. ENHANCE SENSE OF PLACE:
Create an inviting community that promotes a definitive “TOWN & Country” feel.
a. Define a vision for Local Government that identifies the character and amenities (i.e.: rich
history, traditional downtown, beautiful parks, natural resources, etc.) to be protected
and/or created which will differentiate Local Government from other communities and
make Local Government a more desirable location, to work, live, and visit.
Phase 1. Deliverable(s):
➢ Visual Aids (renderings, photos, etc.) showing proposed improvements to the
community; and
➢ Vision statement for JCLUP and individual plan elements, along with goals for
each plan element.
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Phase 2. JCLUP Analysis & Implementation Strategy Development
As N-FOCUS obtains information through its public engagement process and the review of previously
adopted planning documents, N-FOCUS will begin compiling the information into a Draft JCLUP document
and a JCLUP Implementation Strategy.
Throughout Phase 2 N-FOCUS will:
1. Prepare the initial draft JCLUP, including:
a. Vision Statement, Goals & Objectives (drawing largely from public engagement process)
and
b. Major Elements of the JCLUP to include:
i. Small Area Plan for the Catalyst Area(s) Critical to Success
ii. Data & Trends Analysis
iii. Land Use & Growth Management Strategies
iv. Transportation
v. Economic Development
vi. Town Character (Historic Preservation, Appearance, etc.)
vii. Environmental Assets & Resources
viii. Neighborhoods
ix. Implementation Strategy
x. Future Land Use Map
xi. Other Appendix Items
2. Incorporate a strategy to both limit Public Investment and to leverage Private Investment &
stimulate Growth within the Catalyst Areas;
3. Submit the initial draft JCLUP for internal staff review. Discussion will include efforts to format or
structure the document to promote ease of use of the plan by Local Government staff and other
users of the document;
4. Meet with staff to discuss comments on the initial draft JCLUP;
5. Incorporate staff comments into a revised “Draft JCLUP”;
6. Present the Draft to the Planning Boards of Local Government;
7. Conduct one public information meeting at a location and time recommended by Local
Government staff to present the “Draft JCLUP”; and
8. Post the Draft JCLUP on Local Government’s website.
Phase 2. Deliverable(s):
➢ Draft JCLUP including Vision Statement
➢ Implementation Strategy
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Task 2.1. Steering Committee #3 & Public Workshop #1
Steering Committee #3
N-Focus will:
1. Present initial observations and ideas for Catalyst areas suggested by Steering Committee at
previous Steering Committee meeting and solicit Members’ response and feedback;
2. Present initial observations and ideas for areas to Protect/Preserve suggested by Steering
Committee at previous Steering Committee meeting and solicit Members’ response and feedback;
3. Present initial observations and ideas for areas to redevelop suggested by Steering Committee at
previous Steering Committee meeting and solicit Members’ response and feedback;
4. Present initial observation and ideas for County-wide and Town-wide plans and solicit Member’s
response and feedback.
Public Workshop #1
N-Focus will:
1. Introduce project team (N-FOCUS, Local Government staff, Steering Committee members);
2. Provide an overview of project approach (explain contents and purposes of JCLUP, tasks to be
conducted, schedule for public input and public review of drafts, list ways public can/needs to be,
involved in planning process, describe how JCLUP affects their community using examples of what
the current CLUP planned to what has been built);
3. Describe the County-wide and Town-wide JCLUP to that of Catalyst areas and provide examples
from another town;
4. For purposes of Public Input – Catalyst Areas: Provide a station with maps where attendees
can suggest areas suitable for in-depth planning for development of catalyst analysis and
planning;
5. For purposes of Public Input – Areas to Protect/Preserve: Provide a station with maps
where attendees can suggest areas to protect and preserve whether it is historic, natural, cultural
or other resources and
6. For purposes of Public Input – Areas to Redevelop: Provide a station with maps where
attendees can suggest areas suitable for redevelopment.
Task 2.2. Public Workshop #2
N-Focus will:
1. Present Catalyst areas selected based on input by public, Steering Committee and project team
members. Present initial observations and ideas for the areas and solicit public response and
input;
2. Present areas to Protect/Preserve based on input by public, Steering Committee and project team
members. Present initial observations and ideas for the areas and solicit public response and
input;
3. Present areas to redevelop based on input by public, Steering Committee and project team
members. Present initial observations and ideas for the areas and solicit public response and
input; and
4. Present initial observation and ideas for County-wide and Town-wide JCLUP on which the project
team is focusing.
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Task 2.3. Public Workshop #3
N-Focus will:
1. Present evaluations of previously adopted plans;
2. Present findings from community profile (population trends, housing, economic development,
transportation, community services and facilities, parks & recreation services, education system,
natural environment, community character and other background data), citing key issues and
trends pertinent to be addressed in the JCLUP;
3. Present consensus and rankings of issues from interviews; and
4. Present draft vision statement and provide opportunities for public input of statement.
Task 2.4. Steering Committee Meeting #4
N-Focus will:
1. Present draft vision statement and provide opportunities for Steering Committee Members’ input
and feedback;
2. Present background data, summarize emerging trends to address and provide draft goals &
strategies; and
3. Provide opportunities for Steering Committee Members’ input and feedback of goals & strategies;
Task 2.5. Public Workshop #4 & Steering Committee #5
Public Workshop #4
N-Focus will:
1. Present draft vision statement;
2. Present background data, summarize emerging trends to address and provide draft goals &
strategies; and
3. Provide opportunities for public input.
Steering Committee #5
N-Focus will:
1. Present Goals & Strategies, solicit Steering Committee Members’ input to prioritize, and finalize
language; and
2. Present Catalyst Area Plans and solicit Steering Committee Members’ input and feedback.
Task 2.6. Public Workshop #5 & Steering Committee #6
N-Focus will:
1. Present Goals & Strategies; and
2. Present Catalyst Area Plans.
Task 2.7. Develop Action Plan
N-FOCUS will develop an Action Plan for Implementation
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Task 2.8. Steering Committee #7
N-FOCUS will develop the Preliminary Draft JCLUP
Phase 3 Plan Presentation, Review & Adoption
Throughout Phase 3 N-FOCUS will incorporate changes into the Draft JCLUP as recommended by the Local
Government Planning Boards and submit a “Final Draft JCLUP” to the Local Government Governing
Boards. N-FOCUS will make one (1) joint presentation to the Local Government Governing Boards and
will attend a second meeting when adoption is scheduled.
After Governing Board action, N-FOCUS will prepare the final documents as identified. The final plans will
be well organized and user-friendly with clear & attractive graphics.
Task 3.1. Public Workshop #6
N-FOCUS will present the Draft JCLUP at a Joint Workshop
Task 3.2.
N-FOCUS will present the final Draft to Local Government Planning Board(s).
Task 3.3.
N-FOCUS will present the final Draft to Local Government Governing Board(s) (Public hearing & additional
meeting if needed)
Phase 3. Deliverable(s):
➢ Executive Summary of the JCLUP
➢ Editable version of JCLUP in Word; and
➢ Future land use map with the GIS files.
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C.2. PROPOSED JCLUP PROJECT SCHEDULE
KEY TO PROJECT FLOW CHARTS
SC (6) Steering Committee Meeting PB (2) Planning Board Meeting
WS (6) Charrette/Workshop BOC (1) Governing Boards
→ Deliverable(s)
Proposed Project Schedule Flow Chart – Phase 1
Phase 1 –
Project Orientation
Dec –
Jan
2020
Feb –
March
2020
April –
May
2020
June –
July
2020
Aug –
Sept
2020
Oct –
Nov
2020
Dec
2020
Task 1.1 Background Research & Analysis
Deliverable(s): →
Task 1.2. One-on-one Interviews
*Interviews with Steering
Committee members
*Interviews with business
owners and investors
Task 1.3.
Local Government
Jurisdiction –
Tour & Reconnaissance
Task 1.4. Steering Committee
Meeting #1 1st SC
Task 1.5 Public Engagement –
Visions & Goals
Task 1.6
Develop and Disseminate Community Survey;
Assess results;
Present at Steering Committee Meeting #2
2nd
SC
Coordinated Outreach
Deliverable(s) →
1
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Proposed Project Schedule Flow Chart – Phase 2
Phase 2 –
JCLUP Analysis & Development
Dec – Jan
2020
Feb – March
2020
April – May
2020
June – July
2020
Aug – Sept
2020
Oct – Nov
2020
Dec
2020
Task 2.1. Steering Committee Meeting #3
Public Workshop #1
3rd SC
1st WS
Task 2.2. Public Workshop @2 2nd
WS
Task 2.3. Pubic Workshop #3 3rd
WS
Deliverable(s). →
Task 2.4.
Refining the Community
Vision, Goals, and
Strategies
Steering Committee
Meeting #4
4th SC
Task 2.5.
Refine Vision & Goals; Public Workshop #4
Steering Committee Meeting #5
4th WS
5th SC
Task 2.6.
Develop Goals and
Strategies
Public Workshop #5
Steering Committee
Meeting #6
5th WS
6th SC
Deliverable(s) →
Task 2.7. Develop Action Plan
Deliverable(s): Action Plan for Implementation →
Task 2.8. Steering Committee #7
Develop Preliminary Draft JCLUP 7th
SC
Deliverable: Preliminary Draft JCLUP →
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Proposed Project Schedule Flow Chart – Phase 3
Phase 3 – Plan Presentation,
Review and Adoption
Dec – Jan
2020
Feb –
March
2020
April –
May
2020
June –
July
2020
Aug – Sept
2020
Oct – Nov
2020
Dec
2020
Task 3.1 Public Workshop #6
Prepare and present draft JCLUP at joint workshop 6th WS
Deliverable(s): Final Draft for Review →
Task 3.2. Present final draft to Local Government Planning Board(s) PB
Task 3.3. Present final draft to Local Government Governing Board(s) (Public hearing & additional meeting)
PB
BOC
Deliverable(s): Final JCLUP, maps, and related documents. →
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D. PROJECT TEAM MEMBERS – QUALIFICATIONS, EXPERIENCE & REFERENCES
N-Focus, Inc.
and
Sub-Consultant:
Viz, PLLC
Project Manager
Public Process Facilitation
Bob Clark, AICP
704-933-0772 office
252-560-3738 mobile
BClark@NFocusPlanning.org
50%
Assistant Project Manager
Community “1 on 1” Interviews
Richard Flowe, AICP, CFM
704-933-0772 office
704-793-7205 mobile
RFlowe@NFocusPlanning.org
50%
Sub-
Consultants
Economic
Development
Research
Public Process
Facilitation,
Community
Services &
Facilities
Assessment
Parks &
Recreation
Services
Assessment
Research:
Education,
Environment,
Housing
Research,
Document
Development &
GIS / Mapping
Urban Design/
Landscape
Architect
John Allen
CEcD
10%
Leamon Brice
ICMA_CM
40%
Mark Tracy
10%
Tim Gauss
AICP
40%
Tom Weitnauer
AICP
40%
Gary Fankhauser
ASLA
10%
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N∙Focus, Inc. – Greenville NC
Robert Clark, AICP VP of Eastern NC Planning Services & Master Planner
Project Role: Project Manager, Planning Professional &
Public Process Facilitation
Mr. Clark is the Vice President of Eastern NC Planning Services Division and a Master Planner with N∙Focus.
He has over 40 years of experience in North Carolina where he has served as planner-in-charge on
numerous communities’ planning programs, studies, and development regulations. Mr. Clark has assisted
Yadkin County, the City of Conover, and Town of Hookerton with successful PARTF grants.
Mr. Clark joined N-Focus as a Master Planner in 2013. In the ten years preceding, Mr. Clark was the
principal planner/owner of his planning company in service to North Carolina local governments. His
relevant experience includes the 2011-2017 Kinston/Lenoir Comprehensive System-Wide Recreation
Plan, Lenoir County’s PARTF grant for the Woodman (Lion’s) Water Park; securing the US Department of
Interior’s approval of the Hookerton Town Park (LWCF) conversion and Kenansville’s Pedestrian Master
Plan. As the contracted Town Administrator/Planner in Snow Hill from 2005-10, Mr. Clark prepared the
town’s System-wide Comprehensive Master Parks & Recreation Plan Update, secured funding and
developed a four-acre park with community center and a skateboard park. As Yadkin County’s Interim
Development Services Director in 2011-12 he facilitated a two-day County Management Team Retreat
and prepared a successful PARTF grant for Phase 1 of the 560-acre 5D Reservoir Park (Memorial Park).
Mr. Clark served as Kinston’s Planning & Development Director in the eighties and nineties and was
instrumental in Kinston’s Main Street efforts and helping plan and obtain grants for the transformation of
the city’s riverfront and expanding parklands along the Neuse River.
Mr. Clark’s professional career includes serving as Director of Planning & Development in Kinston, the
Town Administrator in Snow Hill, and Community Planner with the NC Division of Community Assistance.
Currently, through NFocus’ continuing service contracts, he is serving as the Planning & Zoning
Administrator for the Towns of Archer Lodge, the newest incorporated municipality in the state, and
Youngsville—a community on the leading growth edge of Raleigh and Wake Forest. He is also participating
on planning & development initiatives with several other municipalities.
EDUCATION
MA, Geography, University of Northern Iowa
BA, Science, University of Northern Iowa
CREDENTIALS & AFFILIATIONS
American Institute of Certified Planners (Certification #015732)
American Society of Landscape Architects, (ASLA former Affiliate Member 1982-2004 #226271)
PROFESSIONAL REFERENCES
Schumata Brown, Town Manager Town of Maysville (910) 743-4441
Sen. Don Davis, former Mayor Town of Snow Hill (252) 341-5548
Bill Tatum, former Town Administrator Town of Youngsville (919) 516-5073
Lisa Hughes, Manager Yadkin County (336) 679-4200
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N∙Focus, Inc. – Kannapolis, NC
Richard Flowe, AICP President & CEO / Special Projects
Project Role: Assistant Project Manager, Planning Professional &
Document Development / Public Process Facilitation
Mr. Flowe is a professional planner who has served various municipal & county governments in both
Carolinas for thirty-three (33) years. During this time, he has conducted numerous planning studies,
prepared plans, composed ordinances, administered planning functions, planned & managed public
facilities projects, and managed the design & construction of water, sewer, street & drainage facilities.
He is and has been directly responsible for the implementation & administration of plans & ordinances.
During his career, Mr. Flowe has held positions as planner, administrator, director of planning and director
of engineering. All positions have been with private firms serving local governments. These
accomplishments include serving as the City Planning Director for the City of Kannapolis, NC from May
1987 until July 1998, and as Joint City-County Planning Director for the City of Columbia & Richland
County, SC from January 1999 until February 2000.
Mr. Flowe has been continuously involved in various planning activities, including extensive research into
the legal & practical implications of planning, annexation, and land use administration. The most
intriguing aspect of his professional activity is fostering the effectiveness of public service and his
aspiration to improve the image of local government to the citizen customer.
Mr. Flowe serves as the leading principal of NFocus and has always been a “hands on” leader in the firm.
His dedication in the field, by practicing his craft daily, drives our team toward effective results-oriented
public service. This experience ensures our team understands the daily intricacies of working with elected
officials, property owners, developers, engineers, businesses, and economic development professionals.
EDUCATION:
Master of City & Regional Planning – Clemson University 1985
BS – Lander University 1982
Engineering Technology (transferred) – Piedmont Technical College
CREDENTIALS & AFFILIATIONS
American Institute of Certified Planners (AICP Certifications #5380)
North Carolina Association of Floodplain Managers (CFM Certification #NC-14-0560)
Recipient of the 1985 AICP National Student Project of the Year Award – Allendale, SC
PROFESSIONAL REFERENCES:
Nancy Curtis, former Mayor Town of Andrews 828-361-5393
Mike Legg, City Manager City of Kannapolis 704-920-4309
Brian Hiatt, former City Manager City of Concord 704-920-5215
David Pugh, Town Manager Town of Cramerton 704-824-4337
Pam Barger, P&Z Commissioner Town of Midland 704-877-8101
Michael Harvey, Planning Super Orange County 919-245-2597
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N∙Focus, Inc. Wilmington, NC
John Allen, CEcD Economic Developer
Project Role: Economic Development Research
Mr. Allen has 30 years’ experience in planning, economic development, real estate and project
management. He has comprehensive knowledge of the principles and practice of planning, land use,
economic development, real estate development and community redevelopment. He has strong
research, facilitation, and presentation skills.
In the past 4 years before joining N-Focus, Mr. Allen has held positions as Community Development
Specialist for the Town of Southport, Economic Development Manager for Brunswick County, and Town
Planner for the Town of Belville. He also served as Mecklenburg County Economic Development Director
and Development Director for the City of Winston-Salem. His expertise in Economic Development is a
welcome addition to the N-Focus team.
EDUCATION:
BA Geography, concentration in Urban Planning– UNC Greensboro
Certified Economic Developer (CEcD)
Licensed NC General Contractor
CREDENTIALS & AFFILIATIONS
PROFESSIONAL REFERENCES:
Leamon Brice, former Manager Town of Davidson 704-576-2479
Robert Howard, former Mayor Town of Southport 910-840-4633
N∙Focus, Inc. Kannapolis, NC
Leamon Brice, ICMA VP of Public Administration
Project Role: Public Process Facilitation,
Community Services & Facilities Assessment
Leamon B. Brice is a professional municipal manager with 37 years of experience in North Carolina,
including 25 years in Davidson before his retirement.
Mr. Brice managed public involvement while spearheading Davidson’s smart growth policies, including
12.5% affordable housing in all new developments, an Adequate Public Facilities Ordinance, and a 50%
open space requirement. Policies put in place under his direction have resulted in Davidson’s new growth
reflecting the characteristics of the old town.
Internally, he led the way for Davidson employees to utilize learning organization techniques for better
communication. City of Atlanta Commissioner of Planning and former Davidson Town Planner, Tim Keane
said of Brice, “Leamon is committed to the highest quality management practices and was constantly
improving the way we worked as an organization. He would never let red tape get in the way of serving
citizens. Leamon brings humanity to government better than anyone.”
Mr. Brice was instrumental in creating a culture of regional cooperation resulting in regional transit
management groups, co-operative economic development agreements and regular meetings of elected
officials from neighboring communities.
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Mr. Brice has facilitated many governing board retreats including Waxhaw, Chapel Hill and Union County
and provided group facilitation for numerous planning projects.
He was active in the NCCMA and ICMA, until retiring in December 2015. He participated in the inaugural
Public Executive Leadership Academy and many other classes through the School of Government at the
University of North Carolina – Chapel Hill.
Currently Mr. Brice is Vice President of Public Administration with N-focus providing management and
administration services in the areas of leadership and supervision of municipal teams, board orientation,
and organizational structure to local governments across North Carolina.
EDUCATION
Master of Political Science – Appalachian State University, Boone, NC
BS Political Science – UNCP, Pembroke, NC
CREDENTIALS & AFFILIATIONS
International City/County Management Association – ICMA Credentialed Manager, Retired
North Carolina Managers Association – Member
School of Government, UNC, Chapel Hill – Budget & Financial Planning, Professional Executive
Leadership Academy, Municipal Administration, Effective Management
PROFESSIONAL REFERENCES
John Woods, Mayor Town of Davidson (704) 868-6915
Margo Williams, former Commissioner Town of Davidson (704) 609-5531
N∙Focus, Inc. Kannapolis NC
Tim Gauss, AICP VP Central Carolina Planning Services Division
Project Role: Research: Education, Environment, Housing
Mr. Gauss is a professional planner who has served local governments in North Carolina since 1984 when
he arrived here from California where he served San Bernardino County (1975-1977). He joined the
Southern California Reservation Planning Organization as its Planning Director (1977-80) and led economic
development for tribal lands in a four-county region. Between 1980-84 he served as an environmental
planner in the private sector before relocating to North Carolina and beginning a long tenure with the
Winston-Salem/Forsyth County Planning Department (1984-2003).
During his tenure with City-County Planning, Mr. Gauss served first as Senior Planner over maintenance
of land records, current planning, and ordinance administration functions. He was later promoted to
Assistant Planning Director over the Land Use Administration Division, with responsibility for
transportation planning and the Historic Preservation & Community Appearance Commissions, in addition
to current planning duties. During this time, he personally managed the update of the Unified
Development Ordinances for Forsyth County (including Winston-Salem and the four other municipalities
within the county).
In 2003-2004 Mr. Gauss worked as an environmental planner for Cavanaugh & Associates and returned
to local government service as Senior Director for Development Services for the Town of Morrisville (2004-
2015), one of the fastest growing communities in the nation. There were intense growth pressures, as
public sanitary sewer became available and large vacant tracts became desirable targets for development.
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During this period the Town population grew from roughly 2500 to more than 20,000. Mr. Gauss managed
the development review process for the three departments he supervised – Planning, Engineering, &
Building Inspections; and oversaw changes to accommodate the demand for review services
EDUCATION
Master of Administration, Environment – University of California, Riverside
BA Russian Area Studies – San Diego State University
Municipal Administration Course – UNC-Chapel Hill
Sustainable Business Practices Certificate – University of California extension (current)
CREDENTIALS & AFFILIATIONS
American Institute of Certified Planners (AICP Certification #004153)
North Carolina Chapter APA Chapter Service Award (2000)
North Carolina Chapter of American Planning Association (APA) Legislative Chair (1987-1997)
American Planning Association National Award for Outstanding Legislative Program (1996)
Recipient of Outstanding Student Award, Municipal Administration Course (1995)
PROFESSIONAL REFERENCES
Ben Hitchings, Planning Director Town of Chapel Hill 919-625-1250
Martha Paige, Town Manager Town of Morrisville 919-463-6150
Blake Mills, PE, PW Director Town of Morrisville 919-463-7071
Rich Cappola, Town Engineer Town of Morrisville 919-463-6193
Paul Norby, Planning Director City of Winston-Salem 336-727-2087
Margaret Bessette, Principal Planner City of Winston-Salem 336-727-2087
Cheryl Bennett, Village Administrator Village of Wesley Chapel 704-839-0772
N∙Focus, Inc. Kannapolis, NC
Mark Tracy Parks & Recreation Program Specialist
Project Role: Parks & Recreation Services Assessment
Mr. Tracy has been with the Boys & Girls Club of Cabarrus County for nearly ten (10) years. He is Senior
Unit Director of an afterschool/summer program serving over 1,000 children annually. He supervises and
evaluates a staff & volunteers in excess of 80. He administers a program budget that exceeds one million
annually. Mark oversees educational, recreational, and athletic programming for year-round programs in
the community. He directs, implements, and evaluates youth tackle football, basketball, volleyball, and
flag football programs serving over 800 children annually. Mark also oversees the implementation of
federal, state, and private grants for summer, afterschool, and athletics.
Prior to working at the Boys & Girls Club of Cabarrus County, Mark served as Executive Director of the
Ruckus House Scholarship Foundation and was Project Director for Ruckus House Learning Centers, LLC.
He directed all operations for a scholarship foundation for future teachers in North Carolina including the
annual golf tournament as well as other fundraising events. In addition, he programmed activities for
summer camp for pre-K and school-age children. He assisted in site acquisition for day care centers in
Cabarrus County as well as facility contracts for the centers.
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During his college career, Mark specialized in campus recreation and wellness at the University of North
Carolina Wilmington and the University of Tennessee. He developed and implemented a variety of
recreational programs for college students with a concentration in intramural sports, club sports, and
fitness.
EDUCATION
Masters Sports Studies – University of Tennessee, Knoxville
BA, Parks and Recreations Management – UNC Wilmington
CREDENTIALS & AFFILIATIONS
Juvenile Crime Prevention Council symposium – (2018-Present)
Cabarrus Advisory Council – (2017-Present)
Cabarrus County Sports Hall of Fame Committee Member – (2016-Present)
National Association for Youth Sports coach clinician – (2012-present)
Big Brother (BBBS of Cabarrus County) – (2008-Present)
PROFESSIONAL REFERENCES
Joe Habina, Director of Operations Boys & Girls Club of Cabarrus County (704) 721-2582 x171
Valerie Melton, Executive Director Boys & Girls Club of Cabarrus County (704) 721-2582 x108
N∙Focus, Inc. Kannapolis, NC
Tom Weitnauer, AICP Special Projects
Project Role: Research, Document Development & GIS/Mapping
Before joining N-Focus, Mr. Weitnauer provided leadership to the City of Greenville, N.C. Planning Division
as Chief Planner. Thomas served as project manager for the development of Greenville’s comprehensive
plan which earned the 2017 APA-NC Outstanding Planning Award, Honorable Mention, for comprehensive
planning for a large community. Mr. Weitnauer is an experienced practitioner in writing policy and land
development ordinances to manage growth, attract economic development, improve pedestrian
circulation, protect the environment, facilitate entertainment venues, improve urban design, and
facilitate new technologies.
Prior positions Mr. Weitnauer held include Principal Planner with the City of Daytona Beach where he
provided expertise in historic preservation, long-range planning and urban design to write and illustrate
form-based codes as part of a new Unified Development Ordinance. Mr. Weitnauer also served in the
unique position of Land Use Planner for the Reedy Creek Improvement District which exclusively governs
The Walt Disney World Resort. Thomas led planning responsibilities for this special district during The
Walt Disney Company’s most aggressive expansion period where he managed development of the
District’s comprehensive plan and land development regulations, reviewed site plans, managed the timing
of infrastructure and coordinated growth impacts with local, regional and state agencies.
Mr. Weitnauer’s career includes a decade in east Tennessee where he managed grants to revitalize
downtown, extend greenway trails, build urban and neighborhood parks, and develop a 300-foot long
signature pedestrian bridge. Prior consulting services include planning in central Florida to prepare
comprehensive plans and land development regulations for client communities, including Key West.
Drawing on Mr. Weitnauer's architectural design background, Thomas has authored architectural design
standards for several cities to ensure new development complements areas having enduring character.
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EDUCATION
Master of City Planning – Georgia Institute of Technology
BA Architecture – University of North Carolina at Charlotte
Alumnus – Form-Based Code Institute
CREDENTIALS & AFFILIATIONS
American Institute of Certified Planners (AICP Certification #095510)
2017 APA-NC Marvin Collins Outstanding Planning Award Honorable Mention in the Comprehensive
Planning, Large Community – Project Manager for the City of Greenville, NC Comprehensive Plan
Tennessee Recreation and Parks Association Four Star Award – College Hill Park
City of Key West Comprehensive Plan – Award of Merit, APA-FL
PROFESSIONAL REFERENCES:
Merrill Flood, former Asst. City Manager City of Greenville, NC 252-737-2256
Ben Griffith, former CD Director City of Greenville 507-215-7757
Dennis Mrozak, Planning Director City of Daytona Beach, FL 386-671-8160
Sub-Consultant
VIZ, PLLC Cornelius, NC
Gary Fankhauser, ASLA Urban Designer
Project Role: Land Use Plan & Small Area Plan Graphics
Gary is a Registered Landscape Architect Licensed in eight (8) states. He is a 1982 graduate from The Ohio
State University with a BS in Landscape Architecture. His more than 35 years of project experience ranges
in scale from 1/8-acre Urban Plazas to 5,000-acre State Parks located throughout the United States. He
has worked in the Carolinas since his graduation and has worked in the Charlotte area for almost 25 years.
He has worked for some of the largest Architecture/Engineering firms in North Carolina, and through them
gained experience in almost every project type. Gary has a high level of expertise in Design, 2-D and 3-D
hand and digital graphics/rendering, understanding and production of Technical and Contract Documents
(AutoCAD software), Specifications, and Construction Administration. Gary also has a great amount of
experience presenting in public forums, to jurisdictional committees, boards, and councils, facilitating
public workshops, and hands-on design charrettes.
PROFESSIONAL REFERENCES:
Jason Pauling, AICP, Senior Park Planner City of Concord 704 920-5641
Donald Duncan, Manager City of Conover 828 464-1191
Andrew Grant, Manager Town of Cornelius 704 892-6031 ext. 172
Troy Fitzsimmons, Parks & Recreation Dir. Town of Cornelius 704 892-6031 ext. 163
David Pugh, Manager Town of Cramerton 704 824-4337
Eric Smallwood, Parks & Recreation Dir. Town of Cramerton 704 824-4231
Kathryn Spatz, Parks & Recreation Dir. Town of Davidson 704 940-9644
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CREDENTIALS & AFFILIATIONS
Licensed Landscape Architect
Georgia (#001013), North Carolina (#707), South Carolina (#367), Virginia (#607)
Ohio (#1401327), Tennessee (#1068), Texas (#3121) New Mexico (#483)
Council of Landscape Architect Registration Boards (CLARB) Certified – (Certification #1822)
American Society of Landscape Architects (ASLA #171492) – Member
Town of Cornelius, NC – Navigate Cornelius Place Making & Town Services Committee – Member
Town of Cornelius, NC – PARC Commission – Past Member
Mecklenburg County, NC – North Park District Advisory Council – Past Member
South Carolina Chapter ASLA – Past President & Trustee
South Carolina Board of Landscape Architects – Past Chairman
CONTACT INFORMATION: ViZ, PLLC
PO Box 704, Cornelius, NC 28031
704-997-6144 office
980-226-0483 mobile
GFankhauser@NFocusPlanning.org
Viz.Design
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E. N-FOCUS RELEVANT EXPERIENCE, CONCEPTS & REFERENCES
Comprehensive Plans & UDO’s
2019-Current Town of Wilson’s Mills
Comprehensive Land Use Plan & Unified Development Ordinance
Anticipated Adoption December 2019
Reference Letter: Page 42
Reference: Administrator, Leighanna Worley, CMC
919-938-3885
lworley@wilsonsmillsnc.org
2019-Current Town of Youngsville
Unified Development Ordinance
Anticipated Adoption September 2019
Reference Letter: Page 43
Reference: Mayor Fonzie A. Flowers
(919)-556-5073
fflowers@townofyoungsville.org
2018-Current Town of Williamston
Comprehensive Plan Update
Anticipated Adoption June 2019
Reference: Planning Director, Cameron Braddy
(252) 792-5142
cbraddy@townofwilliamston.com
2018 Town of Youngsville
Comprehensive Land Use Plan and Master Plan
Adopted March 14, 2019
Reference: Mayor Fonzie A. Flowers
(919)-556-5073
fflowers@townofyoungsville.org
CONCEPT by VIZ, PLLC
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2016-2017 Town of Andrews
Comp Plan & UDO
(Adoptions February & April 2017)
N·Focus crafted both a Town Plan 2035 Comprehensive Land Use & Master Plan adopted
February 14, 2017 and Andrews Development Ordinance (ADO) adopted April 11, 2017.
Reference: former Mayor Nancy Curtis
(828) 361-5393
Reference: Planning Board Chair, Jack Faulkner
(828) 557-5530
jfaul35570@gmail.com
2016 Gaston County
Land Use & Transportation Elements of Comprehensive Land Use Plan
Reference: Planning Director, David Williams
(704) 704 866-3473
david.williams@gastongov.com
2013-2016 Town of Marshville
Comp Plan & UDO
(Adoptions February 1, 2016)
The N∙Focus Team completed the Town Plan 2035 – Land Use & Comprehensive Master
Plan and the companion Marshville Development Ordinance (MDO).
Reference: Planning Board Chair, Susan Drake
(704) 624-3568
2011-2012 City of Creedmoor
Comp Plan & UDO
(Adoptions May 14, 2012 and June 26, 2012)
The N∙Focus Team completed the
City Plan 2030 –
Land Use & Comprehensive Master Plan
and the companion
Creedmoor Development Ordinance (CDO).
Reference: Planning Director, Michael Frangos
(919) 764-1016
mfrangos@cityofcreedmoor.org
CONCEPT by VIZ, PLLC
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2010-2011 Town of Midland
Comp Plan & UDO
(Adoptions August 2011 & September 2011)
Downtown Illustration
The N∙Focus Team completed the Town Plan 2030 – Land Use & Comprehensive Master
Plan and the companion Midland Development Ordinance (MDO).
Reference: former Town Administrator, David Pugh
(704) 824-4337
dpugh@cramerton.org
CONCEPT by VIZ, PLLC
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Recent Parks / Recreation, Downtown Master Plans & References
2019-Current Town of Landis Master Park Plan Downtown Landis Park
Reference: Mayor Mike Mahaly
(704) 642-4926
Reference: Assistant Manager/Planning Director, Brandon Linn
(704) 857-2411
blinn@townoflandis.com
CONCEPT by VIZ, PLLC
2018-Current Town of Farmville Comprehensive System-wide Recreation Plan
Reference: Manager, David Hodgkins
(252) 753-5116
dhodgkins@farmvillenc.gov
CONCEPT by VIZ, PLLC
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2018 City of Kings Mountain Downtown Master Plan
Reference:
Planning Director, Stuart
Gilbert
(704) 734-0333
sgilbert@@cityofkm.com
CONCEPTS by VIZ, PLLC
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2013 Town of Fairview Area Plan
Reference: Land Use Administrator, Ed Humphries
(704) 753-1981
ehumphries@fairviewnc.gov
CONCEPT by VIZ, PLLC
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Reference Letters
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F. FEE PROPOSAL
The Fee for the services proposed herein above shall Not Exceed One Hundred Eighty-Two Thousand Four
Hundred and no/100's ($182,400.00) dollars. This fee is inclusive of all personnel costs including but not
limited to:
a. Base Salary plus:
i. Social Security & Medicare (FICA)
ii. State Unemployment Insurance (SUTA)
iii. Federal Unemployment Insurance (FUTA)
iv. Worker’s Compensation Insurance
b. Benefits:
i. Health, Life Disability Insurance
ii. Paid Vacation & Personal Time
iii. Paid Holidays
iv. Paid Travel Time
c. Professional Development & Certifications;
d. Cellular Communications;
e. Company Vehicle with
i. Vehicle Insurance
ii. Vehicle Operations & Maintenance
f. Meals & Lodging; and
g. Management cost
Additionally, travel cost to/from Local Government as well as travel within Local Government jurisdiction
by Contractor personnel is included in the fee above.
Costs associated with incidental (not consulting fees) for community based meetings including, but not
limited to, printing/reproduction of documents, advertising, and deliverables [twenty (20) bound copies
of the plan] shall be either borne by the County or, if expended by consultant, shall be reimbursed at
actual cost plus seven (7%) percent.
This Fee is valid for a minimum of one-hundred eight (180) days from the closing date (October 2, 2019)
of the RFP.
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NFocusPlanning.org
203
Stewart
223 S. West Street / Suite 1100 / Raleigh, NC 27603
O 919.380.8750
F 919.380.8752
stewartinc.com
OCTOBER 2, 2019
JOINT COMPREHENSIVE LAND USE
PLAN UPDATE
PERSON COUNTY & CITY OF ROXBORO, NC
PREFERRED PARTNER204
LETTER OF INTEREST A
We appreciate the opportunity to submit this RFQ response. Stewart is properly licensed to carry out the professional services described in this RFQ, and certifies that sufficient resources in personnel, equipment, and time are available
and can be committed to this project. We look forward to the prospect of working with Person County and the City of Roxboro. Please call me at 919.866.4823 or email at cszwarckop@stewartinc.com should you have any questions or need
additional information.
Sincerely,
Cindy Szwarckop, AICP
Associate Vice President | Practice Leader, Municipal Planning & Mobility
October 2, 2019
Lori Oakley, Person County Planning Director
Person County Planning & Zoning Department
325 S. Morgan Street, Suite B
Roxboro, NC 27573
RE: Request for Proposals | Joint Comprehensive Land Use Plan Update
Ms. Oakley:
Person County and the City of Roxboro are embarking on an important planning initiative - seeking to prepare a Joint Comprehensive Land Use Plan with a common vision that will ensure complementary growth and development over the
next 20 years. Our experienced team is excited to submit a proposal to work with both entities and the citizens of Roxboro and Person County to review the existing 2001 plans and develop a new user-friendly and highly graphic plan that will
guide decision-makers and manage growth, infrastructure investment, and quality of life.
We have assembled a highly regarded team of professionals for this assignment that are available to begin upon a notice-to-proceed. I will oversee this project as the Principal-in-Charge, and Jake Petrosky, AICP will serve as Project Manager,
responsible for regular communications with Staff and the Steering Committee. We will be supported by a team of Certified Planners with decades of public and private sector planning experience, as well as professional landscape architects and
engineers. To complement our experience, we have partnered with Kimley Horn & Associates to provide economic analysis assistance, as well as Nealon Planning to supplement our land use planning and urban design services. The three teams have
worked on multiple Comprehensive Land Use Plan projects together and have forged an effective and efficient project delivery process.
Stewart is well-positioned to provide an innovative public engagement strategy and a well-managed, clear process, which
will lead to an easy-to-read, visually-engaging guidance document with actionable strategies and implementation framework. Our firm’s recent planning experience includes community plans, small area plans, and development ordinances in Granville
County, Alamance County, Guilford County, Harnett County, Pitt County, Jackson County, as well as Harrisburg, Smithfield, Waynesville, Winterville, and Ayden. Our proposed Project Manager, Jake Petrosky, oversaw the development of the award-
winning Plan Chatham: The Chatham County Comprehensive Plan.
PRINCIPAL-IN-CHARGE
Cindy Szwarckop, AICP
919.866.4823 • cszwarckop@stewartinc.com
PROJECT MANAGER
Jake Petrosky, AICP
919.866.4812 • jpetrosky@stewartinc.com
The Stewart team has 8
Certified Planners with
decades of North Carolina-
centered planning experience. Our staff is proficient in
GIS mapping and land
use suitability modeling
to assist in analyzing land
use patterns, potential growth/preservation areas,
infrastructure needs, and
other elements necessary to
craft the plan update.
Experienced Municipal Planning Team
STRONGER BY DESIGN
223 S. West Street Raleigh, NC T 919. 380. 8750 Suite 1100 27603 F 919. 380. 8752
Many firms can write and
update Comprehensive Plans.
Stewart is different in that
our planners, landscape architects, and engineers
also utilize these documents
on a daily basis assisting
municipalities throughout
the state. Our experience in land development projects
allows us to “ground truth”
in the documents prior to
implementation.
Planning and Private Development Experience
Stewart is headquartered
in Raleigh and has offices
in Durham, Charlotte,
Wilmington, NC, and Columbia, SC. We are
currently working with
several neighboring counties
with similar geography and
economics giving our team a unique understanding of the
region.
Local Knowledge
Stewart’s Municipal Planning &
Mobility Practice is endorsed
as a Preferred Partner by the
NC League of Municipalities.
NCLM Preferred Partner
STEWART, THE BEST TEAM FOR YOUR PROJECT
205
Stewart is located throughout North Carolina and South Carolina, with offices in Raleigh,
Durham, Wilmington, Charlotte and Columbia. With a unique interdisciplinary collaborative
approach that results in stronger and more creative design solutions, Stewart serves
domestic and international clientele, offering a full range of services to meet the needs of
its clients, including:
▪Civil Engineering
▪Geomatics
▪Geotechnical & Construction Services
▪Landscape Architecture
Founded in 1994 by Willy E. Stewart, PE, the firm has more than 210 employees and
is owned by a select group of professionals who are personally involved in our clients’
success.
Stewart has developed a rich culture of servant leadership, summarized by the acronym,
THREAD. These core values are at the heart of how we work with each other, our clients,
our partners, and our community. THREAD has evolved into curriculum that is taught to
employees through our THREAD Institute.
Stewart is a certified Historically Underutilized Business (HUB) with the State of North
Carolina. The company was recognized as a 2019 Best Places to Work by Triangle Business
Journal and a 2018 Best Places to Work by Charlotte Business Journal. Stewart was also
nationally ranked as a 2019 Top 500 Design Firm by Engineering News-Record.
▪Municipal Planning & Mobility
▪Sports & Events
▪Structural Engineering
▪Transportation
FIRM PROFILE
STEWART STRONGER BY DESIGN
MISSION STATEMENT
Strengthening communities
by serving, leading, and
working in a creative and
interdisciplinary way.
OFFICE LOCATIONS
Headquarters - 104 Staff
223 S. West Street
Suite 1100
Raleigh, NC 27603
919.380.8750
Raleigh Geotech/CMT Lab - 18 Staff
5400 Old Poole Road
Raleigh, NC 27610
919.380.8750
Raleigh Geomatics - 24 Staff
5410 Old Poole Road
Raleigh, NC 27610
919.380.8750
Durham Office - 15 Staff
101 West Main Street
Durham, NC 27701
919.380.8750
Charlotte Office - 38 Staff
101 North Tryon Street
Suite 1400
Charlotte, NC 28202
704.334.7925
Charlotte Geotech/CMT Lab - 3 Staff
9801-E Southern Pine Blvd.
Charlotte, NC 28273
704.334.7925
Wilmington Office - 3 Staff
2018 Eastwood Road
Suite 207
Wilmington, NC 28403
910.796.0145
Columbia Office - 2 Staff
911 Lady Street
Suite F
Columbia, SC 29201
803.834.3140
PERSON COUNTY, NC & THE CITY OF ROXBORO, NC | JOINT COMPREHENSIVE LAND USE PLAN UPDATESTEWART 3
INTRODUCTION
FIRM PROFILE B
This shows an infill/visioning concept for the Town of Winterville’s new Comprehensive Land Use Plan.
Stewart is providing master Planning, municipal planning, bicycle & pedestrian planning, economic
development, and public involvement for this project which will be completed in fall 2019.
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INTRODUCTION
PRACTICE AREA OVERVIEW B
PRACTICE AREA OVERVIEW
MUNICIPAL PLANNING & MOBILITY
Since its inception, the Municipal Planning & Mobility practice area has
impacted numerous municipalities and counties in the state, in part due to its
focus on small to mid-sized communities as well as the firm’s emphasis on
interdisciplinary collaboration and years of combined experience across
planners, urban designers, and engineers.
Stewart is guiding the future growth of small to mid-sized communities with its rapidly
growing customized planning services. The Municipal Planning & Mobility group is uniquely
positioned to bring disciplines together, and provide a unique data-driven and design-
oriented approach that results in stronger and more creative solutions. Projects currently
underway include developing comprehensive plans, unified development ordinances, small
area plans, growth management plans, and land use plans.
Through these projects, Stewart is making an impact that can be seen throughout the
region by providing communities with the tools they need to grow and develop while
enhancing the quality of life for their respective residents.
Stewart emphasizes the importance of building relationships with its clients - even after
project completion. The Municipal Planning & Mobility group provides six months of
continuing service following project completion, including addressing questions and
providing support as clients navigate their new codes and plans.
Stewart brings together the technical skills of civil engineers, the keen attention to design
of landscape architects, and the community vision of planners for each project. This
emphasis on interdisciplinary collaboration effectively delivers on the clients’ needs and
expertly positions the firm to create documents that will guide their future growth.
Stewart’s Municipal Planning & Mobility group understands the unique challenges and
requirements of the communities we serve.
“Stewart’s planning
team used a
collaborative approach
that incorporated
infrastructure analysis,
scenario planning, and
opportunities for
meaningful public
input that resulted in a
quality plan that will
provide a strong
foundation for
Granville County for
years to come.”
- Barry BakerPlanning DirectorGranville County
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INTRODUCTION
SUBCONSULTANT PROFILES B
KIMLEY HORN & ASSOCIATES
Kimley-Horn is one of the nation’s premier planning and design
consulting firms. Whether your project is national or local, involving
public infrastructure or private development, Kimley Horn looks out
for your best interest to reduce your risk and deliver great value.
Their engineers, planners, and environmental scientists combine
the creativity to develop insightful solutions with the rigor to deliver
practical results that consistently exceed expectations.
Long-range program strategies. Complex planning and design projects. Development and construction projects. Since 1967,
Kimley-Horn has delivered outcomes you can depend on—projects that can be successfully developed, permitted, and built on
time and within budget.
NEALON PLANNING
Meg Nealon, a community planner and landscape architect, has been
assisting clients in the public and private sectors with complex planning
and design efforts for 25 years. She combines her analytical capabilities
and knowledge with experience derived from a wide range of projects,
which include plans that define sound public policies, establish
regulatory frameworks, convey direction through scenario planning and
conceptual design plans, initiate change with effective implementation
strategies, and are based on inclusive public engagement programs.
For most of her career, she was employed by a nationally recognized land planning and urban design firm. As a partner, she
led the firm’s public sector planning practice, which focused on comprehensive land use planning projects, corridor studies,
small area plans, open space and public realm master plans, and community design standards. She has also worked with
developers, assisting with master planning, entitlements, and due diligence for large-scale mixed-use developments, and she
brings this private sector perspective to public sector planning projects.
She has served NC communities and the State as a member of a number of boards and commissions, including the North
Carolina Board of Landscape Architects (current Chair), Charlotte-Mecklenburg Planning Commission, Charlotte-Mecklenburg
Historic District Commission, and the City of Hickory Appearance Commission. Meg graduated from the University of Georgia
with a Bachelor of Landscape Architecture in 1991 and from the University of North Carolina at Chapel Hill with a Master of
City and Regional Planning in 1998.
FIRM PROFILES
SUBCONSULTANTS
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WORK PLAN/TECHNICAL APPROACH C
PROJECT APPROACH
Stewart approaches the planning process for the Joint
Comprehensive Land Use Plan Update from a community-
driven, data-informed format that solicits and prioritizes
local issues and vision. Many things have changed in
Person County and Roxboro since the current plans were
adopted in 2001. The update process offers an opportunity
to gather input, review goals, and establish new planning
policy and tools that will provide a coordinated policy
document to guide future development decisions. It is
understood that Person County desires to promote growth
while at the same time protecting natural resources and
that Roxboro desires to be a community that retains its
charm and friendly atmosphere while providing ample
opportunities for employment, retail, and recreation.
PROJECT SCOPE
The Stewart team will lead the effort to create a well-
organized, user-friendly plan and an accompanying Future
Land Use Map that identifies key areas for focused
development. We will accomplish the project by executing a
community-focused, data-driven, design-oriented, and
collaborative process carried out in a three-phase project
scope.
PHASE I - PROJECT INITIATION & ANALYSIS
PHASE II - VISIONING & PLAN DEVELOPMENT
PHASE III - IMPLEMENTATION & ADOPTION
Our team will work together with the Person County and
Roxboro Planning Departments and other governmental
entities in all facets of the project including identification of
stakeholders, data analysis and mapping, and the creation
of policies and implementation strategies that are easy to
understand, actionable, attainable.
Community engagement is an ongoing collaborative process
between the consultant team and the County and City. The
public participation process will continue through the lifespan
of the project and offers many tools for community outreach
ranging from interpersonal to digital communication. The
Stewart team will involve residents, business owners, and
other stakeholders using engaging methods to ensure all are
aware of the plan update and are given an opportunity to
participate in and understand the Comprehensive Land Use
Plan Update.
Meetings with small groups of stakeholders, the Steering
Committee, interactive community workshops, open houses,
surveys, and attendance at local scheduled events, provide
a multitude of opportunities to listen and ensure we reflect
on distinct visions for its future of the County and City.
Interactive exercises that allow for a balance of structured
and informal input result in meaningful direction that can be
used to create a framework for a plan and a multi-year play-
book for communities.
PROPOSED WORK PLAN/TECHNICAL APPROACH
JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Ultimately, a successful public process enhances community
support and buy-in and bolsters the decisions by elected
officials to implement future projects and prioritize
resources.
Our approach begins with refining the community
engagement process during the project kickoff in conjunction
with staff and other key parties. Visual branding of the
project is reflected in outreach materials and a specially
created website or web page to raise awareness of the
process and garner excitement throughout the community.
We understand that a 10-person Steering Committee
(comprised of representatives from the Planning Boards,
City Council, Board of Commission, and three citizens each
from Roxboro and Person County) is in the process of being
appointed. We will be intentional about the location and
timing of workshops and meetings to provide convenience
and acknowledge there may be issues unique to the
population depending on location.
An updated vision for the next 20 years and actionable items
to be completed within the next 10 years will be crafted
based on feedback received.
The public engagement strategy included in this scope is
subject to revision based on staff and Steering Committee
input, but tentatively includes one day of stakeholder
interviews, five Steering Committee meetings, a multi-day
visioning workshop/public meeting (in 2 locations), small-
scale community meetings, a plan roll-out public meeting,
and final plan presentations to City and County Planning
Boards, Roxboro City Council, and Person County Board of
Commissioners.
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Our strategy proposes a mixture of the
following public involvement techniques:
▪Leadership and Stakeholder Interviews – discuss
the issues one-on-one with strategic groups.
▪Steering Committee – a diverse committee
composed of members of elected and appointed
boards, citizens, business owners, and other
key stakeholders to meet five times during the
planning process and assist in developing the plan.
▪Multi-Day Visioning Workshop – an on-site design-
oriented workshop open to the public to gather
input on recommendations and conceptual designs
through an iterative process with interactive
exercises to indicate preferences for concepts,
support for recommendations and projects, and
refine a vision for both Roxboro and Person County.
▪Surveys – prepare a survey customized for the
community to be available on-line and in paper
format to ensure a complete cross-section of the
citizenry is polled.
▪Project Website/Social Media – provide website updates
to staff for Planning Department websites, Facebook
page, Instagram page, and/or Twitter pages.
▪Small-Scale Community Meetings – targeted
meetings with members of the community at
key stages in the planning process to guide
the development of the plan and associated
recommendations.
▪Pop-Up Meetings – go to where community
members are already gathering (festivals, civic
group meetings, school, and senior
events).
▪Community Meeting
– drop-in
meeting where
draft plan elements
will be presented,
and feedback
documented to
help guide the
shape of the
plan and priority.
Work Program
The following is a description of the proposed project approach
for the completion of the Joint Comprehensive Land Use Plan
Update. Stewart has led dozens of successful planning efforts
across North Carolina using a similar project approach. However,
each project is unique, and the specific program is set so that
the process reveals how the planning effort can address the
most pressing issues, build on ongoing efforts, and deliver a plan
that is innovative and visionary yet pragmatic.
PHASE I - PROJECT INITIATION & ANALYSIS
Stewart reached out
for public input at the
Ham and Yam Festival in
Smithfield.
Prior to beginning the planning process, our team will meet with
staff to refine the work plan, public engagement process,
schedule, communication methods, and other items related to
project execution.
Existing Plan & Document Review/Data Gathering
The team will work with staff to identify and assemble relevant
background documents for review. Spatial data and adopted
plans will be collected from the City, County, State, and federal
agencies as well as private organizations, as appropriate. At a
minimum the following will be reviewed:
▪GIS Files
▪Neighboring Jurisdiction and Regional Plans
▪Roxboro Unified Development Ordinance
▪Person County Planning & Zoning Ordinance
▪Person County Subdivision Ordinance
▪2001 Roxboro Comprehensive Plan
▪2001 Person County Comprehensive Land Use Plan
▪Site, Subdivision, and Redevelopment Plans
▪Farmland Preservation Plan
▪Person County Mega Site
▪Zoning and Overlay Districts Maps
▪NCDOT Plans
▪Comprehensive Transportation Plan
▪City and County CIP Projects
Assessments of the Current Plans and other past planning
efforts are vital to understanding the challenges, opportunities,
and successes stemming from the existing guidance
documents and implementation measures. The Stewart team
will provide an assessment of the existing plans, development
ordinances, and mapping to prepare an analysis of their
current relevance, applicability, and results of implementation
strategies.
WORK PLAN/TECHNICAL APPROACH C
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Tour & Initiation Meetings
To initiate the planning process, the Stewart team will
conduct an initial round of meetings with staff, the Steering
Committee, elected and appointed officials, and
stakeholders to help identify key issues to be addressed in
the Joint Comprehensive Land Use Plan Update and to
understand expectations. The meetings will include the
following:
▪Kick-off Tours – Conduct tour with City and County
staff to document, inventory, and view key areas and
features such as government-owned land and buildings,
protected and unprotected natural resource areas,
housing, recently approved developments (or areas
proposed/being considered for development and utilities/
infrastructure. This tour will help the Stewart team
understand how the land area is currently organized,
used, and supported by public facilities.
▪Stakeholder Interviews – The team will conduct a
series of stakeholder interviews (4 to 6 meetings) taking
place over the course of one day. We will work with City
and County staff to identify these interests (business
owners, community and neighborhood groups, economic
development and tourism officials, representatives from
the environmental community, real estate brokers, etc).
The purpose of the meetings is to listen and understand
concerns and identify plan opportunities and constraints.
The business and real estate communities will be
asked additional questions to help the team assess the
strengths and weaknesses of the business community
and economic performance.
▪Steering Committee Meeting – The first meeting with
the Steering Committee will occur during this phase of
the project, where we will discuss the project scope,
schedule, stakeholder feedback, and identify issues.
Example of Stewart conducting a Steering Committee
work session.
Mapping & Deliverables:
▪Existing Land Use Supply (Vacant, Developed, and
Underdeveloped Lands)
▪Environmental Constraints Map (Floodplains, Wetlands,
Slope, Topography, Vegetation, and other Sensitive
Resources)
▪Multi-Modal Transportation Inventory
▪Infrastructure and Services (Water, Sewer, Storm,
Schools, Police, Fire, EMS)
▪Parks, Recreation, and Open Space (including Agricultural
Lands)
▪Cultural and Historic Resources
Community Snapshot Report
Stewart will prepare a Community Snapshot Report (CSR).
The CSR will include the history of Roxboro and Person
County, a community profile and associated indicators
(population, employment, income, socioeconomic data,
housing, education, health, aging, development projects,
etc). We will use data from the City and County, Census
Bureau, State of North Carolina, and other available
sources. Information collected regarding the economy,
business patterns, employment and demographics will be
studied to benchmark progress and provide context to policy
recommendations developed later in the process.
The information collected and analyzed in the CSR will
summarize key facts and figures for each of the indicators
in a highly graphic and easily understandable format. It will
also provide a context for issues and opportunities that will
provide a point of departure for recommendations later in
the Comprehensive Land Use Plan Update effort. This data
will be presented at a Steering Committee meeting and a
community meeting in Phase 2, provide education material
for community engagement efforts, guide the team’s work
in future phases, and will ultimately be incorporated into the
final plan.
Community Survey
The team will work closely with staff to develop a
Community Survey to gather feedback from the public
regarding plan development preferences and key issues to
be addressed by plan policies, future regulatory efforts, and
investment decisions. The survey could include a visual
preference survey that provides images of a variety of
categories including streets, open space, and architectural
types. It is anticipated that the Community Survey will be
available on-line, in print form, and as the focus of the
public meetings during Phase II.
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Phase I Project Initiation & Analysis Meetings
▪Project Initiation Meeting with Staff
▪Kick-Off Tours
▪Stakeholder Interviews
▪Steering Committee Meeting #1 – Project Initiation
▪Steering Committee Meeting #2 – Analysis
▪Monthly coordination calls with Staff
Phase I Project Initiation & Analysis Deliverables
▪Data Request – A formal data request will be provided
to allow the release of GIS files and other documents for
the project.
▪Plan Assessments – A summary of previous planning
efforts and implementation status of plans will be
prepared and highlights will be presented to the Steering
Committee. Highlights of the plan assessments will be
included in the final plan document.
▪Stakeholder Interview Schedule and Invitation
Template - The team will develop a schedule and
an email invitation template for staff to use to invite
stakeholders to participate in the plan.
▪Meeting Materials & Summaries – The team will be
responsible for producing materials and summaries for
the Stakeholder Interviews, Steering Committee Meeting,
and other meetings.
▪Website – The team will work with staff to create a
project theme/brand for the Joint Comprehensive Land
Use Plan Update that will create an inviting message
community members will become familiar with to
“market the process.” The website will serve as the main
information hub for the project and will be populated with
information throughout the process.
▪Public Engagement Plan – A matrix of planned public
outreach efforts including meetings, social media,
workshops, and Board and elected official presentations.
▪Analysis Maps
▪Community Survey
▪Community Snapshot Report
▪Website Updates
PHASE II - VISIONING & PLAN DEVELOPMENT
Visioning
Following completion of Phase 1, key team members will
conduct a multi-day (2 days) visioning workshop with an
open studio. Given that this is a Joint Comprehensive Land
Use Plan, we anticipate holding the visioning workshop in
two locations (one central to Roxboro and the other in a TBD
location within the County), to garner the most participation
and input. We believe that a concentrated effort focused
on community visioning and concept development will
build excitement and create momentum. Over the course
of two days, the visioning workshop will focus on issues,
opportunities, vision, recommendations, concepts, and
action items.
Conceptual designs may be produced by our team landscape
architects and planners that convey the intent of future land
use, infrastructure, parks and recreation, and/or natural
resource related policy recommendations.
Based on the public input received during the multi-day
workshops, we will prepare an outline or framework of the
draft vision and goals for the Joint Comprehensive Land
Use Plan Update. As noted in the RFP and upon direction
from staff, the framework could incorporate pertinent
existing plan elements as well as any others identified in the
visioning process:
▪Background and History
▪Existing Conditions
▪Community Profile
▪Vision and Goals
▪Community Character
▪Land Use and Housing
▪Economic Development
▪Transportation
▪Environment, Open Space, and Recreation
▪Education
▪Public and Community Services & Infrastructure
Land Use Suitability Analysis integrates environmental and
economic factors along with community preferences to
visualize areas, where certain types of development is more
feasible and palatable.
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Capacity & Land Use Suitability
We will conduct a data inventory and Land Use Capacity
Analysis to inform the Suitability Analysis. The Suitability
Analysis will determine areas most suitable for different
types of development based on a variety of inputs. It is
anticipated that suitability maps will be created for
residential, nonresidential (commercial, industrial, etc.),
and conservation/open space. Exact land use types and
inputs will be determined based on consultation with City
and County staff. Typical inputs include proximity to
existing and proposed roadways and utility infrastructure;
proximity to schools, parks, and commercial areas;
adjacent land uses; and environmental constraints.
The suitability analysis will be combined with input from
public meetings to determine land use preferences including
use-mix, scale, and design character. Deliverables for this
task will be utilized to formulate the Future Land Use Map
and land use recommendations.
Land Use Modeling & Scenario Planning
The project team has the capacity to create a build-out
model for one or more areas using GIS-software, including
ArcGIS Desktop and CommunityViz. CommunityViz is a
powerful modeling tool that enables advanced suitability
analysis, build-out analysis, growth allocation, land use
scenarios, and impact analysis.
The Stewart team has experience creating stand-alone
scenario planning models and customizing generalized
regional models for use at the local level. Upgrades could
include the creation of new place-types that better fit local
trends and new indicators or performance measures which
can be used to evaluate if build-out scenarios achieve
community goals. Potential indicators include development
footprint, development within utility service areas, level of
service for parks and/or schools, amount of land preserved
as open space or for agricultural use, and non-residential
capacity.
Future Land Use Map
The project team, in conjunction with the client, will
prepare a Future Land Use Map. The map will be a graphic
representation of the vision as to where growth should
occur as well as lands and recreational/historic resources
that should be preserved and protected from development.
The map will be supplemented with descriptions of land use
categories that will be brought to life using precedent
imagery and conceptual diagrams that specify intended use
mix, scale, density, and other physical design
characteristics (i.e. – street standards, open space form,
footprint).
Transportation
The Transportation analysis will provide a qualitative multi-
modal inventory and assessment of the existing and proposed
transportation system in Roxboro/Person County including
regional connections and proposed NCDOT projects. It will
include a review of documented needs and priority projects
across all modes of transportation, including the potential for
improved pedestrian and bicycle facilities that have the
potential to contribute to economic development and tourism
in the Hyco and Mayo Lake areas as well as Uptown Roxboro.
Town of Winterville Comprehensive Land Use Plan | 48
FUTURE LAND USE CHARACTER AREA
Examples of Medium Density Residential.
General Character
Somewhat higher density, predominantly single family detached residential housing. Some attached housing and/or small-scale commercial, retail, or restaurants allowed at select locations.
Typical Components
Density 3-8 per acre
Lot coverage Medium
Building height 1.5-3 stories
Parking On- and off-street: front, side, rear, or alley-loaded
Street pattern Suburban to urban grid
Right-of-way width 50’-60’, less for alleys
Block length 600’-800’
Drainage Curb-and-gutter
Bicycle/Pedestrian Sidewalk (both sides)
Open Space 5-10%, more formal includ-ing plazas, greens and other common areas
Potential zoning R-12.5, R-10, R-8, possibly R-6 or M-R
Uses
Small-lot single family detached residential still
dominates (with lots of approx. 6,000 to 10,000 sq ft), but duplexes or town-homes may be appropriate if design criteria are met to protect neighborhood character. Some small-scale service or office uses may be appropriate at se-lect locations.
Buildings & Parking
Buildings are closer to the street, some side and alley-loaded developments may be close to the sidewalk. Parking at nonresidential uses should be in the rear, to preserve walkability. On-street parking should be provided if densities exceed 4 dwelling units per acre.
Streets & Connections
Low- to medi-um-volume streets prioritize pedestri-ans. Street trees soften the street-scape. Connec-tions to adjacent properties and neighborhoods are frequent.UV1149UV903UV1708UV1700UV11UV1711UV1725£¤13FFoorrkkSSwwaammppMANNING RDMACALLENRDGRIMES STPITT TECH RDDENALIRDIVYCHASEDRRAILROAD STJONES STLILLIAN LNCONNETS TNC 11CIRCLEDR DEALERS LNLAURIE ELLIS RDCRIMSONDRJO LLY R DFRANKLINDRFROG LEVEL RDLYNN LPGAYLORD STKINSEYLPHIGHLAND DRLEE STHUFFDRCOUNTYHOM E RD POWERSLNLAVER LNSPRINGRUNRDSHIREDRMCLAWHORNFARMRDWESTACRESLN JESSICADRMAIN STMILTONDRWINTERFIELDDRELLISON CTBUCKINGHAMDRSURRYLNLORA LNEDDIESMITHST BERACHAH RDPOCOSIN RDCORBETTSTWINTERVILLE PKFAT SMITH LNCOPPER CREEK DRBOXWOOD LNIRISHLNOLD TAR RDFORLINES RDBARRELDRHINES RDVILLAGRANDEDR MARGARETCTRAYMONDSLNFOXCHASELNDUCHESSDRWEXFORD LNWATERFORDDRDUKERDPEACEFULLNWHITEHALLRD WALTONDRCREDLE CTVERNONWHITERDPENNANT DR DAVENPORT PLDORISCIWINDERDRKODIAKDRREEDYBRANCHRDFOXCROFTLNPARK RDMAYFIELDDRRED FORBES RDCHURCH ST A&T LNORCHARD LNWORTHINGTONLNBAREFOOT LNPEANUTLNELLIS WOOD DRWOODRIDGEDRLADYDISTNATIONAL AVUS 13OLD NC 11FIRETOWERRDSUN SHINELNWESTMINSTERDR G R A N DIFLORIACTRIDGEDRCENTRALPARKDRBAYWOODDRCOREYRDSUTTERSPLACEDRMILL STBISHOPDRANGE STJACKJONESRDSANDYMEADOWSDRSYLVANIA STMEMORIAL DRTABARD RDTHOMASLANGSTONRDALMADRCRESSE TDRROYALDR IDA&MARYMCLAWHORNRDNC 903BREVARDRDSQUIREDRHUCKLEBERRYLNKNIGHTDRARROWHEADDRALEXANDRIALNBLACKSTONEDRDIVISIONST OAKWOOD DRCANNONFARMLNDAVENPORTFARMRDCHAPMAN STRAILROADSTREETEXEDWARDSFARMRDAYDENGOLFCLUBRDRAYMOND HARRIS RDIVY RDCHALETCICALLIE STOKES LNGATEWOODDRCHURCHSTREETEXWARRENDRBEACON DRBRANCH RDWORTHINGTON RDNORRISSTORER DCHEEK FARM RDERNEST LOFTIN RDHADDOCK RDSPEIGHTSEEDFARMRDD E N N IS MCLAWHORNRDABBOTT FARM RDLITTLEGEMCI Fork SwampFork SwampSwift CreekSwift CreekFork SwampFork SwampHHoorrsseeppeennSSwwaammppGGuummSSwwaammppDate: 8/1/2019ContextWinterville ETJStreamsTransportationPrimary HighwaysSecondary HighwaysRailroadFuture Land Use DesignationConservation AreaInstitutional or ParkRural ResidentialLow Density ResidentialMedium DensityCommercial OverlayNeighborhood CenterMixed UseRegional CenterEmployment / ResidentialOffice & EmploymentWINTERVILLE, NC COMPREHENSIVE PLANStudy Area MapDISCLAIMER: This map was created using the best available data, and is provided "as-is",without warranty of any representation of accuracy, timeliness, reliability, or completeness.The information herein does not necessarily represent a legal survey. All decisionsbased on the information herein shall be made with the full understanding that this data is dynamic and in a constant state of maintenance.[02,0004,0001,000FeetMedium Density ResidentialStewart created this character area for the Town of
Winterville Comprehensive Plan Update. This layout details
allowable uses and design characteristics in both tabular and
visual formats.
A future land use map that shows different character areas
and describes allowable land uses, density and other design
characteristics can communicate public priorities and provide
policy guidance.
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Public Infrastructure & Facilities Services
Our analysis and recommendations will address capacity
and constraints as it relates to potential growth within
Roxboro and Person County. A framework for public and
privately funded infrastructure improvements needs to be
updated regularly to ensure that it is in line with the type of
growth that is envisioned as part of the land use element of
the plan.
Opportunities for Improved Economic Performance
Appropriately planned growth and economic development
are critical to the future fiscal health of both Roxboro and
Person County. To help understand and address this issue,
the Stewart team will consult with the Person County
Economic Development Commission, Roxboro Area
Chamber of Commerce, Person County Chamber of
Commerce, and other agencies to gather information on
existing policies, plans, and incentives. The information
collected in the Community Assessment (population,
households, building permits, employment, trends, incomes,
and other key variables) will also be utilized for this
analysis.
A comprehensive baseline of where the Roxboro and Person
County are today will be established. This will be compared
with the surrounding markets and/or peer communities.
Economic development strategies will identify new and
existing activities and policies to assist the City and County
in attracting commercial and industrial interests.
Parks, Recreation, Environment, & Open Space
Open space and recreation resources are important not only
to residents and visitors, but also the business community.
This element of the plan will focus on how Roxboro and
Person County can use the existing and future open space
resources as an opportunity to promote recreational
opportunities that could facilitate economic development and
promote recreational tourism.
The Community Plan Update will include GIS mapping
of existing facilities and parks level-of-service, and will
highlight priority park improvements/investments, greenway
corridors, regional park locations and interconnection
opportunities, and strategic open space priorities.
The Stewart team will incorporate and build off the existing
agricultural base and environmental resources. Protection
and management strategies will be evaluated to ensure that
future land use decision-making incorporates environmental
protection and the preservation of resources.
Affordable Housing and Housing Trends
Affordable housing provides stability for families, improves
opportunities for education and career advancement, and
reduces the risk of homelessness for households that are
dependent on low wages or fixed incomes.
Example of a Parks Level-of-Service Map
Affordable housing is a key factor for community vitality
and continued economic growth. Yet, affordability
constraints place good housing beyond the reach of many
residents.
The Housing Element of the Plan Update will provide policy
guidance on the housing stock and the future location and
mix of housing types. Our team will strive to emphasize the
importance of providing a range of housing types for all
segments of the population. This is key as housing
influences land use decisions, shapes infrastructure and
community service needs, and is vital component in
determining transportation demand.
We will work with the community and staff to create a
policy and regulatory toolbox (to potentially include: funding
mechanisms, housing preservation, removal of housing
barriers, long-term affordability, incentives, enhanced use
of accessory dwelling units, fast-tracked or expedited review
of affordable housing projects, etc.) to assist in the creation
and long-term affordability of housing units.
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Plan Development
The Project Team will prepare and submit a draft Joint
Comprehensive Plan Update (to be delivered in batches of
chapters for ease of review) to staff and the Steering
Committee for review. Following this review, the draft
document will be posted on the City and County websites
for public comment. Staff and the Stewart team will also
conduct a Community Open House to reveal the full plan.
All comments received from staff, the Steering Committee,
and the public will be catalogued, and responses made.
This careful tracking will allow the Stewart team to identify
themes in comments and feedback for discussion with staff
and appointed/elected officials during the review, hearing,
and adoption processes.
The final draft of the Joint Comprehensive Land Use Plan
Update and Future Land Use Map will be presented to the
Planning Boards, Roxboro City Council, and Person County
Board of Commissioners.
Optionally, the Project Team will assist staff by conducting
additional neighborhood meetings and/or attending existing
meetings of civic groups to gather feedback on proposed
recommendations. Stewart has allocated $10,000 of the
proposed project budget for additional public engagement
not currently scoped and will work with staff to determine
the most appropriate additional public outreach activities.
Phase II Visioning & Plan Development Meetings
▪2 Day Visioning Workshop in Two Locations
▪Steering Committee Meeting #3 – Framework & Vision
▪Steering Committee Meeting #4 – Draft Plan
▪Community Open House – Draft Plan
▪Monthly coordination calls with Staff
Phase II Visioning & Plan Development Deliverables
▪Visioning Materials and Conceptual Designs
▪Preliminary Vision, Goals, and Recommendations
▪Future Land Use Map
▪Character Area Descriptions
▪Concept Plan(s)
▪Draft Joint Comprehensive Land Use Plan Update
▪Meeting and Public Workshop Materials and Summaries
▪Website Updates
PHASE III - IMPLEMENTATION & ADOPTION
Implementation
After the plan is in draft format the Stewart team will
conduct a work-session with planning staff and other City/
County departments to discuss strategic goals, capital
resources, and implementation steps. Potential amendments
to existing development regulations and other design
standards recommended during the Plan update process will
also be discussed.
An Implementation Matrix will be prepared noting time
frame, prioritization ranking, and projected cost of each
recommended action and will be used to inform the Town’s
Capital Improvement Plans (CIP).
Plan Adoption
Plan adoption will be a collaboration between City/County
staff and the Stewart Team to work through the adoption
process of the Joint Comprehensive Land Use Plan Update
and Future Land Use Map. Stewart will be available to
attend meetings and present the plan to Roxboro and
Person County. The number of presentations will be
determined by mutual agreement.
Stewart worked with Granville County on an update to their
Comprehensive Plan as well as the Town of Butner on a
companion future land use update.
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Final Plan
Following the public hearing process, a final set of plan
documents (20 bound copies), including appendices and
maps, in printed and electronic format will be provided to
the client. It is understood that the plan should be created
in Microsoft Office and ArcGIS 10.1 formats.
Phase III Implementation & Adoption Meetings
▪Steering Committee #5 – Implementation
▪Planning Board Meetings
▪City Council & Board of Commissioners Meetings
▪Monthly coordination calls with Town staff
Phase III Implementation & Adoption Deliverables
▪Implementation Matrix
▪Final Adopted Plan (Print and Electronic Versions)
▪Meeting Summaries
Training
As the Comprehensive Land Use Plan is the principal
planning tool used by the City of Roxboro and Person
County to inform major land use decisions, the Stewart
team will conduct a half-day training session for City and
County staff, appointed boards and elected officials.
Chapter 160D Compliance
The recently state-adopted Chapter 160D legislation
combines the land use regulation enabling powers of
municipalities and counties into one document. Varying
dates for implementation are specified in order to retain the
ability of local governments to continue enforcement of
zoning powers. We will coordinate with staff to ensure that
plans and land development regulations are appropriately
updated to ensure that continuity of zoning power is
uninterrupted.
Optional Training Session Component
In 2017, the General Assembly added new statutory
requirements related to plan consistency statements. As
there is still much confusion regarding the role of the
Comprehensive Plan in zoning case decisions, if desired by
the Client, Stewart will include this discussion during the
Training Session.
Continuing Service
As part of our Continuing Service promise, we will be
available by phone or email for a period of six months
following plan adoption to assist staff with questions. This
continuing service is included in our base fee and is not an
additional cost to the Client.
INNOVATIVE APPROACHES RECAP
▪Multi-Day Visioning Workshop with Open
Studio
▪Suitability Analysis utilizing CommunityViz
▪Consistency Statement Training
▪Chapter 160D Compliance
▪Continuing Service
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WORK PLAN/TECHNICAL APPROACH
PROJECT SCHEDULE C
TASK Jan.Feb.March April May June July Aug.Sept.Oct.Nov.Dec.Jan.Feb.
1 - Project Initiation & Analysis
Plan Assessment/
Data Gathering
Tour & Initiation
Meetings
Mapping & Analysis
Community Assessment
Community Survey
2 - Visioning & Plan Development
Vision Workshop
Framework & Vision
Policy Recommendations
Draft Land Use Plan &
Future Land Use Map
3 - Implementation & Adoption
Implementation
Strategies
Plan Document
Plan Adoption
2020
Task
Subtask
Steering Committee
Public Meeting
2021
Adoption Meetings
+
+
+
PROJECT SCHEDULE
QUALITY ASSURANCE AND HISTORY OF MEETING ESTABLISHED SCHEDULES
Stewart strives not only to deliver high quality work, but makes a commitment to deliver per project schedules. We are actively
involved in the schedule process, continually communicating to our partners the potential obstacles and opportunities as they
specifically relate to a project, which helps keep the project on schedule.
1
2
3
4
5
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CONSULTANT PERSONNEL
ORGANIZATION CHART D
ORGANIZATION CHART
STEWART Prime Consultant
Public Systems & Facilities
Ross Massey PEJay McLeod AICP
Land Use & Design
Jake Petrosky AICPJay McLeod AICPStephen Faber PLA, ASLA
Environment, Recreation,
& Open Space
Jennifer Wagner PLA, ASLA, LEED APJake Petrosky AICPTodd Delk PE
Mapping/GIS
Bryson Hester
JAKE PETROSKY AICP
PROJECT MANAGER
CINDY SZWARCKOP AICP
PRINCIPAL-IN-CHARGE/
PUBLIC ENGAGEMENT
Development Standards
Chad Sary AICP, CZO, CFM
+
Transportation & Mobility
Todd Delk PEJacob Fortunas EI
Economic Analysis
KIMLEY-HORN & ASSOCIATESSub Consultant
Jessica Rossi AICP
Land Use & Design
NEALON PLANNINGSub Consultant
Meg Nealon AICP, PLA
Public Engagement
Cindy Szwarckop AICPStewart Team
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CONSULTANT PERSONNEL
CURRENT WORKLOAD AND WORKLOAD CAPACITY D
CURRENT WORKLOAD
Prior to deciding to submit a proposal for this project, we evaluated our Stewart Planning backlog and available manpower
and determined that this project fits well with our current workload as we will be wrapping up multiple Comprehensive Plans
and UDO projects this fall. With a staff of 10 in the Municipal Planning & Mobility Practice, plus the ability to utilize the
personnel resources of our partners and Stewart’s 200+ employees, our team is confident that we can complete the
development of the Joint Land Use Plan within twelve months with an additional two months for the plan
approval process. We are immediately available upon Notice-to-Proceed to start this important project.
Municipal Planning Projects and months to completion:
Guilford UDO - 3 months
Ayden Land Use Plan & Development Regulations - 2 months
Franklin Land Use Plan - 5 months
Alamance County Land Use Plan - ongoing
Huntersville Comprehensive Plan - ongoing
CAPACITY CHART
Percentages Shown Represent Proposed Workload Capacity
JAKEProject Manager60%
CINDYPrincipal-in-Charge/Public Engagement40%
JAYLand Use Planning70%
STEPHENLand Use Planning60%
TODDTransportation & Mobility50%
CHADDevelopment/Regulatory Standards50%
BRYSONMapping/GIS90%
JENNIFEREnvironment, Recreation, & Open Space50%
JACOBTransportation & Mobility60%
MEGLand Use & Urban Design50%
JESSICAEconomic Analysis50%
40%ROSSPublic Utilities/Infrastructure
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CINDY SZWARCKOP AICPAVP | PRACTICE LEADER, MUNICIPAL PLANNING & MOBILITY
PRINCIPAL-IN-CHARGE / PUBLIC ENGAGEMENT
As Practice Leader of the Municipal Planning & Mobility
Practice Area, Cindy leads a group of planners, landscape
architects, and engineers and is responsible for oversight
and management of projects, client development and
retention, financial success and profitability, and personnel
and general administrative management. She supervises
the execution of professional planning activities within
the context of the practice area. Cindy is a Certified
Planner specializing in land use, demographics, municipal
coordination, and public engagement. She uses her skills
and experience in project management to deliver highly
successful projects.
E EDUCATION
Master of Urban and Regional Planning, (concentration in
Urban Management and Physical Development)
Virginia Tech
Bachelor of Science in Public Administration and Political
Science
James Madison University
T REGISTRATION
American Institute of Certified Planners (AICP): #019412
RELEVANT EXPERIENCE
▪Waynesville Comprehensive Land Use Plan | Waynesville, NC
Principal-in-Charge
▪Granville County Comprehensive Plan | Granville County, NC
Principal-in-Charge
▪Town of Ayden Land Use Plan and UDO Update | Ayden, NC
Principal-in-Charge
▪Town of Winterville Land Use Plan | Winterville, NC
Principal-in-Charge
▪Pittsboro Voluntary Affordable Housing Ordinance | Pittsboro,
NC
Principal-in-Charge/Project Manager
▪Cullowhee Small Area Plan | Cullowhee, NC
Principal-in-Charge
▪Pitt County Southwest Bypass Land Use Plan | Pitt County, NC
Principal-in-Charge
▪Harrisburg Area Land Use Plan | Harrisburg, NC
Principal-in-Charge
▪Cashiers Small Area Plan | Cashiers, NC
Principal-in-Charge
▪Smithfield Comprehensive Growth Management Plan |
Smithfield, NC
Principal-in-Charge
CONSULTANT PERSONNEL
RESUMES D
PROJECT MANAGER / LAND USE & URBAN DESIGN
As Planning Manager, Jake is responsible for Land Use
Planning and Urban Design at Stewart. His duties include
project management, analysis, conceptual design and public
engagement activities. Jake has 16 years of experience
in land use and comprehensive plans, small area plans,
multi-modal transportation planning, parks, greenways,
and environmental planning. He believes in data-driven,
design-oriented planning and has a professional and personal
interest in well-designed, connected places, and open spaces
and how they can improve quality of life.
EDUCATION
Master of Urban Planning
University of Florida
Bachelor of Community and Regional Planning
Appalachian State University
TREGISTRATION
American Institute of Certified Planners (AICP):
#026937
RELEVANT EXPERIENCE
▪Waynesville Comprehensive Land Use Plan | Waynesville, NC
Project Manager
▪Granville County Comprehensive Plan | Granville County, NC
Deputy Project Manager
▪Fayetteville Future Land Use Map | Fayetteville, NC
Project Manager
▪Town of Winterville Land Use Plan | Winterville, NC
Project Manager
▪NW Harnett County Small Area Plan | Harnett County, NC
Project Manager/Public Involvement
▪Harrisburg Area Land Use Plan Update | Harrisburg, NC
Project Manager
▪Cullowhee Small Area Plan | Cullowhee, NC
Project Manager, Public Engagement, Land Use Planning and Urban
Design
▪Town of Ayden Land Use Plan and UDO Update | Ayden, NC
Project Manager
JAKE PETROSKY AICPPLANNING MANAGER
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CONSULTANT PERSONNEL
RESUMES D
JAY McLEOD AICPSENIOR PLANNER
LAND USE & URBAN DESIGN / ENVIRONMENT, RECREATION & OPEN SPACE
Jay has over eight years of planning experience in long-
range, regional, and local/current planning. Originally drawn
to biology before pursuing planning, Jay has Master’s
degrees in both Ecology and Urban & Regional Planning. He
likes to focus on research and analysis before placing
emphasis on achieving desired outcomes through
placemaking and public realm enhancement and design.
Generating place-sensitive solutions relating to climate
resilience and climate planning have become focal areas in
recent years. He has coordinated urban and long-range
planning projects and is also experienced in ordinance
creation and implementation with a focus on progressive
and achievable outcomes.
E EDUCATION
Master of Urban and Regional Planning (two semesters of
Landscape Architecture)
University of Florida
Master of Urban Ecology
University of Louisville
Bachelor of Science in Biology
Florida State University
T REGISTRATION
American Institute of Certified Planners (AICP): #268453
RELEVANT EXPERIENCE
▪Waynesville Comprehensive Land Use Plan | Waynesville, NC
Project Manager
▪Granville County Comprehensive Plan | Granville County, NC
Deputy Project Manager
▪Fayetteville Future Land Use Map | Fayetteville, NC
Project Manager
▪Town of Winterville Land Use Plan | Winterville, NC
Project Manager
▪NW Harnett County Small Area Plan | Harnett County, NC
Project Manager/Public Involvement
▪Harrisburg Area Land Use Plan Update | Harrisburg, NC
Project Manager
▪Cullowhee Small Area Plan | Cullowhee, NC
Project Manager, Public Engagement, Land Use Planning,
and Urban Design
▪Town of Ayden Land Use Plan and UDO Update | Ayden, NC
Project Manager
STEPHEN FABER PLA, ASLAPROJECT LANDSCAPE ARCHITECT
LAND USE & DESIGN
Stephen has over 10 years of experience across multiple
project types. Through research, design, and real estate
advisory services, Stephen combines design and strategic
planning to drive positive outcomes for clients, users, and
the environment in projects of varying scales from residential
design to large master-planned communities. Stephen’s
work includes mixed-use, education, residential, resorts,
brownfield reclamation, parks, greenways, and roadway
corridors.
E EDUCATION
Master of Real Estate Development
Clemson University
Bachelor of Landscape Architecture, minor in Horticulture
University of Arkansas
TREGISTRATION
Professional Landscape Architect (PLA): North Carolina #2054
RELEVANT EXPERIENCE
▪Town of Winterville Land Use Plan | Winterville, NC
Graphics
▪Cullowhee Small Area Plan | Cullowhee, NC
Urban Design and Landscape Architecture
▪Smithfield Comprehensive Plan | Smithfield, NC
Landscape Designer
▪Town of Ayden Land Use Plan & UDO Update | Ayden, NC
Graphics
▪Cashiers Small Area Plan | Cashiers, NC
Landscape Designer
▪Waynesville Comprehensive Land Use Plan | Waynesville, NC
Landscape Designer
▪Town of Winterville Land Use Plan | Winterville, NC
Landscape Designer
▪Downtown Kinston Streetscape | Kinston, NC
Landscape Designer
▪Durham Belt Line Trail and Linear Park | Durham, NC
Landscape Designer
▪Parkwood Parks and Open Space Comprehensive Plan | Durham,
NC
Lead Landscape Designer
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CONSULTANT PERSONNEL
RESUMES D
ROSS MASSEY PE
PUBLIC SYSTEMS & FACILITIES
Ross has facilitated design and construction oversight
to infrastructure projects including municipal water and
wastewater system expansions, hospital and university
expansions and additions, development master-planned
communities, and mixed-use development. His design
and construction administration experience includes
infrastructure projects such as land development, pumping
stations, earthen dams, on-site wastewater systems,
water and wastewater treatment plants, elevated water
storage tank rehabilitation and new construction. Ross has
extensive experience working with municipalities to evaluate
budgetary expenditures, obtain jurisdictional approvals and
management of the construction contract process.
EDUCATIONBachelor of Science in Civil Engineering
North Carolina State University
TREGISTRATION
Professional Engineer:
North Carolina #19779
RELEVANT EXPERIENCE
▪Town of Winterville Land Use Plan | Winterville, NC
Civil Project Engineer/Infrastructure
▪Town of Ayden Land Use Plan & UDO Update | Ayden, NC
Civil Project Engineer/Infrastructure
▪Cashiers Small Area Plan | Cashiers, NC
Civil Project Engineer/Infrastructure
▪Granville County Land Use Plan & UDO Update | Granville
County, NC
Civil Project Engineer/Infrastructure
▪NW Harnett County Small Area Plan | Harnett County, NC
Civil Project Engineer/Infrastructure
▪Town of Indian Trail UDO & LDSM Update | Indian Trail, NC
Civil Project Engineer/Infrastructure
CHAD SARY AICP, CZO, CFMPLANNING MANAGER
DEVELOPMENT STANDARDS
Chad is a certified planner with over 20 years of community
planning, development services, transportation, zoning,
and general government administration experience in North
Carolina. Before joining Stewart, he served as the Assistant
Town Manager of Knightdale, Assistant Planning Director
for the Town of Wake Forest and Planning & Inspections
Director for Chowan County. As Planning Manager, Chad
manages multiple planning and land use projects. He is
experienced in consensus building with municipal and county
departments, federal and state agencies, the general public,
development community and elected/appointed officials. His
primary responsibilities include oversight and management
of projects and business development. Chad is a Certified
Planner, a Certified Zoning Official, and a Certified Floodplain
Manager. He specializes in current planning and development
ordinances.
EDUCATION
Bachelor of Science in Applied Geography,
Urban and Regional Planning
East Carolina University
Graduate Certificate in Facilities
Planning and Management
Ohio State University
TREGISTRATION
American Institute of Certified Planners (AICP): #022793
NC Associate of Floodplain Managers
CFM #NC-05-0157
UNC School of Government
Certified Zoning Official
RELEVANT EXPERIENCE
▪Guilford County UDO | Guilford County, NC
Project Manager
▪Granville County Comprehensive Land Use Plan | Granville
County, NC
Senior Planner
▪Town of Ayden Land Use Plan and Development Ordinance
Update | Ayden, NC
Development Ordinance Project Manager
▪Jackson County Unified Development Ordinance | Jackson
County, NC
Project Manager
▪Pitt County Land Use Ordinances Update | Pitt County, NC
Project Manager
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CONSULTANT PERSONNEL
RESUMES D
JENNIFER WAGNER PLA, ASLA, LEED APPROJECT MANAGER, LANDSCAPE ARCHITECTURE
ENVIRONMENT, RECREATION & OPEN SPACE
Jennifer has an extensive understanding of park and
playground design, master planning, and design details. With
more than 13 years of experience, Jennifer has expertise in
facilitating and presenting public meetings, grant writing,
schematic design, construction documents, and has provided
construction administration for projects ranging from small
private jobs to large public sites. Jennifer is located in the
Raleigh office.
EDUCATION
Master of Landscape Architecture
North Carolina State University
Bachelor of Arts in International Studies
American University
Construction Management Diploma
North Carolina State University
TREGISTRATION
Professional Landscape Architect (PLA):
North Carolina #1791
USGBC LEED Accredited Professional
RELEVANT EXPERIENCE
▪Town of Ayden Land Use Plan & UDO Update | Ayden, NC
Open Space & Recreation
▪Town of Winterville Land Use Plan | Winterville, NC
Open Space & Recreation
▪Town of Ayden Land Use Plan & UDO Update | Ayden, NC
Open Space & Recreation
▪Cullowhee Small Area Plan | Cullowhee, NC
Open Space & Recreation
▪Fayetteville Downtown Master Plan | Fayetteville, NC
Open Space & Recreation
▪Knightdale Comprehensive Pedestrian Plan | Knightdale, NC*
Lead Designer and Planner
▪Elizabethtown Comprehensive Pedestrian Plan |
Elizabethtown, NC*
Lead Designer and Planner
*Experience prior to joining Stewart
TODD DELK PEASSOC. VP | MOBILITY MANAGER
ENVIRONMENT, RECREATION & OPEN SPACE / TRANSPORTATION & MOBILITY
With project work spanning traffic impact and capacity
studies, corridor planning, and highway safety research, Todd
has over 17 years of experience in transportation planning,
engineering, and research in public and private practice. His
approach involves investigating projects in a multidisciplinary
manner in order to evaluate costs and benefits from
transportation, land use, safety, and environmental
frameworks. Todd’s combined background allows him to
facilitate a dialogue between engineers and planners during
a project and interpret technical data for citizens and local
officials during public involvement efforts.
EDUCATION
Master of Science in Civil Engineering
Georgia Institute of Technology
Bachelor of Science in Civil Engineering
North Carolina State University
Bachelor of Science in Multidisciplinary Studies
North Carolina State University
TREGISTRATION
Professional Engineer (PE): NC #31596
RELEVANT EXPERIENCE
▪Harrisburg Area Land Use Plan Update | Harrisburg, NC
Principal-in-Charge
▪Blount/Person Corridor Bicycle Lane Study and Design |
Raleigh, NC
Project Manager
▪Estes Drive Bike/Ped Improvements | Chapel Hill, NC
Project Engineer
▪Charlotte Uptown Urban Trails | Charlotte, NC
Principal
▪Mobility/Connectivity Plan | Chapel Hill, NC
Project Manager
▪Lumley, Westgate, Ebenezer Church Rd Pedestrian
Improvements Feasibility Study | Raleigh, NC
Principal-in-Charge
▪Various Comprehensive Plans, including Cary, Spring Lake,
Clemmons and Southwest Raleigh*
Project Manager
*Experience prior to joining Stewart
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CONSULTANT PERSONNEL
RESUMES D
BRYSON HESTERPLANNER II
MAPPING/GIS
With a degree in Geography and a concentration in Urban
and Regional Planning, Bryson is a new addition to the
Municipal Planning & Mobility team. He works with the
land use team and provides research, mapping, and public
engagement support to our projects.
EDUCATION
Bachelor of Science in Geography with a concentration in
Urban and Regional Planning
University of North Carolina, Charlotte
RELEVANT EXPERIENCE
▪Huntersville Community Plan | Huntersville, NC
Demographic Research & Analysis
▪Alamance County Land Development Plan | Alamance, NC
Plan Review, Research, & Analysis
▪Town of Ayden Land Use Plan & UDO Update | Ayden, NC
Open Space & Recreation
▪U-5975 | Sanford, NC
Transportation Planner
▪U-2524F | Caswell County, NC
Transportation Planner
JACOB FORTUNAS EIPLANNER
MAPPING/GIS, TRANSPORTATION & MOBILITY
Jacob is a new member of Stewart’s Municipal Planning
and Mobility group. Jacob’s GIS capabilities, technical
writing abilities, client management, and diverse project
experience bring effective planning to fruition at Stewart.
Jacob is an everyday bicyclist with an enthusiasm for active
transportation.
E EDUCATION
Bachelor of Science in Civil Engineering, Florida State
University
TREGISTRATION
Engineering Intern (EI), Florida Board of Professional
Engineers: #1100021713
RELEVANT EXPERIENCE
▪NCDOT Condemnation Class | Various Locations, NC
GIS
▪Lillington Downtown Plan | Lillington, NC
Public Engagement
▪Lillington Bicycle & Pedestrian Plan | Lillington, NC
Planner and Public Engagement
▪ADA Transition Plans | Various Locations, NC
GIS and Analysis
▪FAMU Way Extension* | Tallahassee, FL
Project Manager of Inspections and Materials Testing
▪SR22 (FL) over Wetappo Creek* | Gulf County, FL
Engineering Technician and Plans Production
▪Weems Road Extension Bridge* | Tallahassee, FL
Engineering Technician and Plans Production
*Experience prior to joining Stewart
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MEG NEALON AICP, PLAPRINCIPAL
LAND USE & DESIGN
Meg, a community planner and landscape architect, has
been assisting clients in the public and private sectors with
complex planning and design efforts for 25 years. As the
founder of Nealon Planning, she combines her analytical
capabilities, knowledge, and experience derived from a
wide range of projects, which include plans that define
sound public policies, establish regulatory frameworks,
convey direction through scenario planning and conceptual
design plans, initiate change with effective implementation
strategies, and are based on inclusive public engagement
programs. She is focused on assisting communities
to manage change while respecting the natural and
cultural assets upon which their identities and economic
opportunities are based. Meg founded Nealon Planning in
Hickory, North Carolina 4 years ago.
EDUCATION
Master of City and Regional Planning
University of North Carolina at Chapel Hill
Bachelor of Landscape Architecture
University of Georgia
TREGISTRATION
American Institute of Certified Planners (AICP): #015044
Professional Landscape Architect (PLA): North Carolina #827
RELEVANT EXPERIENCE (MEG SERVED AS PRINCIPAL ON THE
FOLLOWING PROJECTS, WITH THE EXCEPTION OF THOSE PERFORMED WITH
LANDDESIGN)
▪Re:Vision Holly Springs (Land Use Plan) | Holly Springs, NC
▪Envision Elon 2040 (Comprehensive Plan) | Elon, NC
▪Knightdale Next (Comprehensive Plan) | Knightdale, NC
▪Fuquay-Varina Comprehensive Plan | Fuquay-Varina, NC
▪Morehead West Area Plan | Harrisburg, NC
▪Harrisburg Area Land Use Plan & Update | Harrisburg, NC
▪Move McAlester Forward (Comprehensive Plan) | McAlester, OK
▪Plan Chatham (Comprehensive Plan) | Chatham, County, NC
▪Granville County Comprehensive Plan | Granville County, NC
▪Fort Mill Comprehensive Plan & Update | Fort Mill, SC*
▪Devine Street/Ft. Jackson Boulevard Node Plan | Columbia, SC*
▪Statesville Downtown/NC-115 Plan | Statesville, NC*
*Project work completed while employed by LandDesign
CONSULTANT PERSONNEL
RESUMES D
JESSICA ROSSI AICPPLANNER
ECONOMIC ANALYSIS
With more than 14 years of real estate market research
and planning experience, Jessica brings a comprehensive
perspective to all consulting assignments. Her involvement
provides clients with detailed insights into demographic
and development trends as well as the fiscal implications of
different growth scenarios.
She works on a wide variety of comprehensive planning and
economic development assignments for local governments
and regional agencies. Developer and investor clients also
rely on Jessica’s insight to determine demand for commercial
and residential projects and to choose specific concepts to
maximize marketability and value. As a national resource for
Kimley-Horn, Jessica participates in assignments across the
United States.
EDUCATION
Master of Arts, Community and Regional Planning
University of Rhode Island
Bachelor of Arts, Environmental Studies and Political Science
Alfred University
TREGISTRATION
American Institute of Certified Planners (AICP)
RELEVANT EXPERIENCE (JESSICA SERVED AS PROJECT MANAGER,
DEPUTY PROJECT MANAGER, MARKET ANALYSIS AND ECONOMIC
DEVELOPMENT LEAD, OR PROJECT PLANNER ON THE FOLLOWING PROJECTS)
▪Peak Plan 2030 | Apex, NC
▪Peak Plan 2035 Update | Apex, NC
▪Forward Monroe Comprehensive Plan | Monroe, NC
▪Village District Plan | Holly Springs, NC
▪Community Master Plan | Greer, SC
▪Land Use Update | Mount Holly, NC
▪Comprehensive Plan Update | Mooresville, NC
▪Envision Loudoun Comprehensive Plan | Loudoun County, VA
▪Comprehensive Plan | Indian Trail, NC
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EXPERIENCE & QUALIFICATIONS
STEWART PROJECTS E
LOCATION
Granville County, NC
OWNER
Granville County
Barry Baker, Planning Director
122 Williamson Street
Oxford, NC 27565
919.603.1334
barry.baker@granvillecounty.org
DATES
Start: August 2017
Completion: October 2018
DISCIPLINES
Planning
Civil Engineering
GIS
Public Involvement
TEAM
Cindy Szwarckop, AICP
Principal-in-Charge
Jake Petrosky, AICP
Project Manager
Todd Delk, PE
Transportation Engineer
Elizabeth Alley, AICP
Senior Planner
Jay McLeod, AICP
PROJECT OVERVIEW
Stewart was engaged to prepare the Granville County Comprehensive Plan that
addresses and the community’s priorities and anticipated growth in ways that preserve
the community character, foster economic development, and recognize the County’s
natural assets. The population of Granville County is estimated at 59,000, and is
approximately 536 square miles with five municipalities: Butner, Creedmoor, Oxford,
Stem, and Stovall. The County is located in the Kerr Tar and Triangle region of North
Carolina, and is adjacent to two metropolitan centers, Raleigh and Durham.
STEWART RESPONSIBILITIES
Stewart worked on a new Comprehensive Growth Management Plan for the Town of
Smithfield. The plan includes a visioning process with innovative outreach activities
like popup meetings at festivals, district conversations, and an interactive publicinput.
com website. The plan includes a housing and economic analysis, land use suitability
analysis, downtown revitalization strategies, conceptual designs, and a focus on tying
together land use and infrastructure recommendations, and investment decisions.
A custom GIS-based CommunityViz model was created to assist in the development
of land use recommendations. A build-out model allowed the quantification of the
residential and non-residential carrying capacity of land within the study area. Form-
based recommendations were illustrated in conceptual designs for suburban retrofit
sites along key commercial corridors.
GRANVILLE COUNTY COMPREHENSIVE PLAN
COMPREHENISVE PLAN
The Granville County
Comprehensive
Land Use Plan
included a robust public
engagement program,
land use suitability, and
the use of CommunityViz
to assist in understanding
various growth scenarios.
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LOCATION
Waynesville, NC
OWNER
Town of Waynesville
Elizabeth Teague,
Development Services Director
9 S. Main Street
PO Box 100
Waynesville, NC 28786
828.456.2004
eteague@waynesvillenc.gov
DATES
Start: February 2018
Completion: February 2019
DISCIPLINES
Public Input Process
Planning
GIS
Civil Engineering
TEAM
Cindy Szwarckop, AICP
Principal-in-Charge
Jake Petrosky, AICP
Project Manager
Jay McLeod, AICP
Project Planner
PROJECT OVERVIEW
The Town sought to update the Town of Waynesville 2002 Plan.
STEWART RESPONSIBILITIES
The planning process presents an opportunity for residents, business owners, and
other stakeholders to have a say in the Town’s future growth, development, and quality
of life through a variety of public engagement efforts including a survey, large public
workshop, and small group presentations. The final Comprehensive Land Use Plan and
Future Land Use Map will reflect the identity of the community and vision of the residents
establishing goals and strategies relevant to land use, economic development, housing and
neighborhoods, natural resources, and more.
The Town of Waynesville won a REALTOR Party Smart Growth Action Grant from the
Haywood REALTOR Association, which sponsored a Visioning Workshop in June 2018 to
gather ideas and opinions from local stakeholders.
The plan also included land use suitability analysis the creation of a GIS-based build-out
model, created using CommunityViz that allowed the project team and steering committee
to understand changes to future housing capacity created by adjustments to the Future
Land Use Map.
WAYNESVILLE COMPREHENSIVE LAND USE PLAN
LAND USE PLAN
The Stewart team
used CommunityViz,
public engagement,
and land use suitability to
assist in understanding
various growth scenarios
for this comprehensive
land use plan project.
EXPERIENCE & QUALIFICATIONS
STEWART PROJECTS E
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LOCATION
Winterville, NC
OWNER
Town of Winterville
Bryan Jones, Planning Director
2571 Railroad Street
Winterville, NC 28590
252.215.2358
bryan.jones@wintervillenc.com
DATES
Start: Fall 2018
Completion: Fall 2019
DISCIPLINES
Master Planning
Municipal Planning
Bicycle & Pedestrian Planning
Economic Development
Public Involvement
TEAM
Cindy Szwarckop, AICP
Principal-in-Charge
Jake Petrosky, AICP
Project Manager
Jay McLeod, AICP
Code Writing/Land Use
Planning/ Mapping Task Leader
Elizabeth Alley, AICP
Senior Planner
Stephen Faber, PLA
Graphics
Todd Delk, PE
Multi-Modal Transportation
PROJECT OVERVIEW
Stewart is currently working on a new Comprehensive Land Use Plan for the Town of
Winterville. The Plan addresses the impacts and growth resulting from major
transportation investments, a shifting employment base, a desire to preserve open
space, and the unique constraints of a high water table and flooding. A visioning
process with innovative outreach activities like a multi-day charrette build on Stewart’s
strength as an integrated planning, design, and engineering firm to develop
implementation concepts that have community buy-in and are both aspirational and
buildable.
TOWN OF WINTERVILLE LAND USE PLAN
LAND USE PLAN
WINTERVILLE COMPREHENSIVE LAND USE PLAN
Winterville, NC | 2019
The Downtown Gateway Concept stretches from the existing downtown on the east, through the residential neighborhoods along West Main Street to the NC 11 intersection and a potential future commercial center on the west.
downtown gateway concept
Vibrant downtowns need areas for programming vibrant events and activities
PUBLIC OUTDOOR EVENT SPACE
Older homes could be renovated and reused as offices, shops or restaurants to expand the downtown district
COMMERCIAL REUSE ALONG EAST MAIN
Design standards that mimic the existing downtown vernacular creates a sense of place.
CONTEXT APPROPRIATE URBAN DESIGN
SIGNATURE GATEWAY ENTRANCE LANDSCAPING
Enhanced landscaping and signature signage will bring attention to this area.
PEDESTRIAN-ORIENTED COMMERCIAL DEVELOPMENT
The commercial anchor to the west should be built with pedestrians in mind.
WALKABLE INFILL RESIDENTIAL SUPPORTS DOWNTOWN BUSINESSES
Infill development can bring new residents and reinforce a vibrant streetscape.
The Comprehensive
Land Use Plan
update included a
robust public engagement
program, land use
suitability, and the use of
CommunityViz to assist in
understanding the impact
of the bypass on the Town.
EXPERIENCE & QUALIFICATIONS
STEWART PROJECTS E
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LOCATION
Smithfield, NC
OWNER
Town of Smithfield
Stephen Wensman
Planning Director
350 E Market Street
Smithfield, NC 27577
919.934.2116, ext. 1114
Stephen.wensman@smithfield-nc.
com
DATES
Start: April 2018
Completion: April 2019
DISCIPLINES
Planning
Bicycle & Pedestrian
Public Involvement
Urban Design
Landscape Architecture
Parks and Conservation Planning
TEAM
Cindy Szwarckop, AICP
Principal-in-Charge
Jake Petrosky, AICP
Project Manager
Jay McLeod, AICP
Project Planner
Elizabeth Alley, AICP
Senior Planner
Stephen Faber, PLA, ASLA
Landscape Designer
PROJECT OVERVIEW
Stewart, alongside Kimley-Horn & Associates, worked on a new Comprehensive Growth
Management Plan for the Town of Smithfield.
STEWART RESPONSIBILITIES
Stewart worked on a new Comprehensive Growth Management Plan for the Town of
Smithfield. The plan includes a visioning process with innovative outreach activities like
popup meetings at festivals, district conversations, and an interactive publicinput.com
website. The plan includes a housing and economic analysis, land use suitability analysis,
downtown revitalization strategies, conceptual designs, and a focus on tying together land
use and infrastructure recommendations, and investment decisions.
A custom GIS-based CommunityViz model was created to assist in the development
of land use recommendations. A build-out model allowed the quantification of the
residential and non-residential carrying capacity of land within the study area. Form-
based recommendations were illustrated in conceptual designs for suburban retrofit
sites along key commercial corridors.
SMITHFIELD COMPREHENSIVE PLAN
COMPREHENISVE PLAN
Conceptual designs
for downtown and
redevelopment
areas conveyed the need
for form-based regulation
of future development
along key gateway
corridors.
View the plan here: https://bit.ly/2KYgs2N
EXPERIENCE & QUALIFICATIONS
STEWART PROJECTS E
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LOCATION
Guilford County, NC
OWNER
Guilford County
Leslie Bell
400 W Market Street
Greensboro, NC 27401
336. 641. 4409
lbell@guilfordcountync.gov
DATES
Start: 2018
Completion: Fall 2019 (est.)
DISCIPLINES
Municipal Planning
Design Guidelines
Traffic Control Planning
TEAM
Cindy Szwarckop, AICP
Principal-in-Charge
Chad Sary, AICP, CZO, CFM
Project Manager PROJECT OVERVIEW
Guilford County desired to update the County’s existing Unified Development
Ordinance.
STEWART RESPONSIBILITIES
Stewart was engaged by the County to prepare an update to their existing Unified
Development Ordinance. The first phase of the project included an assessment of the
County’s existing ordinances, review procedures, and applications as well as public
comment and feedback. The project is currently in the drafting phase and is expected
to be completed by Fall of 2019.
GUILFORD COUNTY UDO
UNIFIED DEVELOPMENT ORDINANCE
Stewart is preparing
an update to the
Guilford County
UDO. Working with
the County and local
government stakeholders
has given Stewart a keen
understanding of the
region.
EXPERIENCE & QUALIFICATIONS
STEWART PROJECTS E
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LOCATION
Harrisburg, NC
OWNER
Town of Harrisburg
Cabarrus County
Sushil Nepal, AICP
Planning and Economic
Development Director
P.O. Box 100
Harrisburg, NC 28075
704.455.0709
snepal@harrisburgnc.org
DATES
Start: August 2017
Completion: June 2018
DISCIPLINES
Land Use Planning and Design
Environmental Planning
Greenway Planning
Implementation
TEAM
Todd Delk, PE
Principal-in-Charge
Jake Petrosky, AICP
Project Manager
PROJECT OVERVIEW
Stewart worked with the Town of Harrisburg and Cabarrus County on an update to the
Harrisburg Area Land Use Plan (HALUP). Harrisburg is one of the fastest growing
communities in the Charlotte Region.
STEWART RESPONSIBILITIES
The plan update sought to preserve the family-friendly character of the Town, while
reenergizing the Harrisburg Town Center and protecting unique natural areas and
agricultural lands in the Reedy Creek Watershed. Stewart’s innovative assessment of
existing land use and tax base, GIS-based suitability analysis, concept planning, and
public involvement activities helped to guide the development of the future land use
plan and associated policies. Stewart also led the development of the parks, recreation
and natural resource recommendations, bicycle and pedestrian planning, and utility
infrastructure plan components.
HARRISBURG AREA LAND USE PLAN
LAND USE PLAN
The HALUP included
land use, urban
design, economic
development, parks,
and transportation
recommendations.
View the plan here: https://www.harrisburgnc.org/277/Land-Use-Plan
EXPERIENCE & QUALIFICATIONS
STEWART PROJECTS E
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LOCATION
Pitt County, NC
OWNER
Pitt County
Eric Gooby, AICP, Senior Planner
1717 W. 5th Street
Greenville, NC 27834
egooby@pittcountync.gov
252.902.3250
DATES
Start: Fall 2017
Completion: September 2018
DISCIPLINES
Public Engagement
Planning
GIS
Civil Engineering
TEAM
Cindy Szwarckop, AICP
Jay McCleod, AICP
Jake Petrosky, AICP
Jay McLeod, AICP
Elizabeth Alley, AICP
Stephen Faber, PLA
Ross Massey, PE
PROJECT OVERVIEW
Stewart was engaged by Pitt County (in conjunction with Greenville, Ayden, Winterville
and NCDOT) to prepare the Southwest Bypass Corridor Land Use Plan. Pitt County and
the surrounding area is experiencing growth in anticipation of the Southwest Bypass.
The bypass will improve mobility and alleviate congestion but also presents challenges.
Existing land use policy and regulations did not address the type, scale and design of
non-residential uses typically associated with a transportation facility of the magnitude
of the bypass. The intent of the plan is to help local governments take advantage of
development opportunities along the corridor while ensuring that future development
is managed appropriately and is compatible with existing communities and long term
plans for growth in the County and partner municipalities.
STEWART RESPONSIBILITIES
The planning effort included a scenario planning exercise to determine impacts of
different land use policies. Stewart created a custom gis-based forecasting model
created using ArcGIS and CommunityViz to provide build-out forecasts for the effort.
The preferred scenario will be used as the future land use plan for the county and will
inform infrastructure and land use decisions for towns as well. Policy recommendations
related to land use, economic development, aesthetics and user experience, natural
resources and open space and infrastructure and transportation will help guide growth
and development for the participating jurisdictions for years to come.
PITT COUNTY SOUTHWEST BYPASS
LAND USE PLAN
This project creates
a strategy for
communities to
evolve in response to the
construction of a major
transportation corridor.
It identifies key locations
for expansion and offers
policy recommendations
to ensure that this growth
strengthens the existing
community.
EXPERIENCE & QUALIFICATIONS
STEWART PROJECTS E
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LOCATION
Harnett County, NC
OWNER
Harnett County
Jay Sikes
Manager of Planning Services
P.O. Box 65
Lillington, NC 27546
910.893.7525
jsikes@harnett.org
DATES
Start: April 2018
Completion: May 2019
DISCIPLINES
Public Input Process
Planning
GIS
Civil Engineering
TEAM
Cindy Szwarckop, AICP
Principal-in-Charge
Jake Petrosky, AICP
Project Manager/Public
Involvement
Jay McLeod, AICP
Planner/Public Involvement
PROJECT OVERVIEW
The study area for the NW Harnett Small Area Plan is 81 square miles and sits on the
edge of Fuquay-Varina and a rapidly growing portion of Wake County. The study area
remains rural in nature and is experiencing development pressure.
STEWART RESPONSIBILITIES
Stewart recently worked with Harnett County and the Town of Angier on a strategic
plan for the flourishing area of Northwest Harnett County. The plan included providing
guidance on how to accommodate growth while preserving the character of rural areas
and historic crossroads communities. Form-based design guidelines were illustrated by
Stewart’s landscape architects and urban designers to lay the groundwork for ordinance
updates that raise the bar for new development.
NORTHWEST HARNETT COUNTY SMALL AREA PLAN
SMALL AREA PLAN
This project
harnesses GIS-
based land
suitability mapping,
economic analysis,
and local knowledge to
propose a sustainable
development strategy. The
plan also included strategic
recommendations for open
space and greenways.
EXPERIENCE & QUALIFICATIONS
STEWART PROJECTS E
View the plan here: http://www.harnett.org/publicinfo/northwest-area-plan.asp
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NEALON PLANNING
RELEVANT EXPERIENCE
EXPERIENCE & QUALIFICATIONS
NEALON PLANNING PROJECTS E
FUQUAY-VARINA LAND USE PLAN
Fuquay-Varina, North Carolina
The Town of Fuquay-Varina is located at the edge of a thriving metropolitan
area and is experiencing significant development pressure. The Town is in the process of developing a Land Use Plan to better manage this growth.
Key to this effort is providing guidance for both public and private sectors in making decisions that will affect the pattern and character of future
development, particularly where development is likely to be concentrated. Therefore, concepts for six subareas, or “focus areas,” that convey the
community’s expectations for future development, infill, and redevelopment have been prepared. In addition to garnering public support for change
and generating interest from the private sector to invest accordingly, these concepts depict critical land use policies and design principles and serve as
a basis for proposed land development code modifications.
As a subconsultant to City Explained, Nealon Planning’s role included land use analysis, creation of six future land use concepts from which perspective
illustrations were prepared by JJ Zanetta (one of six shown above), charrette participation, and preparation of land use recommendations and
implementation strategies.
Reference: Town of Fuquay-Varina, Samantha Smith, Planner III, 401 Old Honeycutt Road, Fuquay-Varina, NC 27526, 919.552.1421,
ssmith@fuquay-varina.orgDate: 2017
DOWNTOWN/NC-115 STREETSCAPE AND LAND USE MASTER PLAN
Statesville, North Carolina
Downtown Statesville is the long-time cultural, business, historic, and centrally-located heart of Iredell County. In 2008, the City of Statesville,
in conjunction with the Downtown Statesville Development Corporation, embarked on an initiative to develop and implement a plan to enhance the
downtown and strengthen the challenged NC-115/Center Street corridor. The plan process included extensive public involvement. The plan itself includes
establishing consistent urban design guidelines and reviewing land uses, streets, parking, lighting, and landscaping. In addition, the plan addresses
bicycle and pedestrian mobility, economic development and redevelopment and the creation of a downtown signature park. The plan provided a single
tool for various public and private sector interests to use in working toward a common vision and has led to the primary implementation step of a
streetscape improvement project. The investment in two key segments has enhanced activity in downtown, spurred additional private investment, and
attracted new residents and employers to the area.
This work was completed while Meg Nealon was employed by LandDesign. Meg’s role included land use analysis, creation of the future land use
plan; preparation of development concepts, recommendations, and implementation strategies; participation in the development of streetscape
and public open space schematics; and assistance with presentations to the public and City leadership.
Reference: City of Statesville/Downtown Statesville Development
Corporation, Marin Tomlin, DSDC Executive Director, P.O. Box 205, Statesville, NC 28687, 704.878.3436, downtownstatesville.org
Date: 2009
Image Credit: Depiction, Inc.
View the plan here: https://www.fuquay-varina.
org/713/Land-Use-Plan
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KIMLEY HORN ASSOCIATES
RELEVANT EXPERIENCE
EXPERIENCE & QUALIFICATIONS
KIMLEY HORN ASSOCIATES PROJECTS E
FORWARD MONROE COMPREHENSIVE LAND USE AND TRANSPORTATION PLAN
Monroe, North Carolina
The City of Monroe has been in the path of growth for the past two decades. The City,
with ample access to major transportation corridors and a growing executive airport,
is positioned to capture more growth in the form of households, jobs, and tax revenue.
Forward Monroe combines a community-wide land use plan update with the development
of a multimodal transportation plan to achieve a unified strategy for growth and mobility
that encourages economic vitality and enhances quality of life. The ultimate goal is to
create a plan that promotes healthy, sustainable growth for the City.
The planning process is rooted in a multi-level outreach strategy that precedes several
overlapping elements, beginning with a comprehensive community assessment and a
set of land use scenarios that test different ways the City can grow. A set of framework
plans expressed the preferred growth strategy through a compilation of the future land
use map and specific strategies for transportation, parks and open space, and water and
sewer. Detailed recommendations were communicated through catalyst sites and strategic
corridors that can be applied to similar areas throughout the City. Finally, a phased
action plan that identifies strategies to support implementation of the desired community
vision was created. The City recently launched a comprehensive update to its unified
development ordinance to fulfill the vision created by the preferred land use plan.
Reference: City of Monroe, Lisa Stiwinter, Planning Director, 300 W.
Crowell Street, Monroe, NC 28112, 704.282.4569, lstiwinter@monroenc.org
Date: September 2014 - June 2016
PEAK PLAN 2030 AND PEAK PLAN 2035
Apex, North Carolina
Apex is a rapidly growing municipality 15 miles southwest of downtown Raleigh. Kimley-Horn participated as part of a larger consulting team to
prepare demographic, housing, and economic development sections of the Peak Plan 2030 Comprehensive Plan. Forecasts were provided for population,
households, and employment by type, and corresponding land demand was estimated for single-family, townhouse/condominium, apartment, retail, and
office/industrial uses. Housing and economic development recommendations were prepared in conjunction with the transportation, land use, historic
preservation, and implementation elements.
A follow-up market analysis and economic development update was conducted for the community, with a distinct focus on a 3,000-acre area near
Friendship and New Hill, southwest of Apex’s corporate limits. The identified area was not studied in depth during the development of Peak Plan 2030,
adopted in 2013. The findings of the economic study and market analysis were used by the Town of Apex to evaluate probable land use mixes in the
Study Area through the 2035 horizon year. The analysis documented existing conditions from a demographic and real estate market perspective, providing
baseline market statistics to inform potential development opportunities within the Study Area. Real estate demand forecasts were prepared through 2035
for residential, retail, office, and industrial uses. The analysis considered both local and regional market forces impacting the Town of Apex.
Reference: Town of Apex, Dianne Khin, Planning Director, P.O. Box 250,
Apex, NC 27502, 919.249.3332, dkhin@apexnc.orgDate: 2012-2013
View the plan here: https://www.apexnc.
org/1012/2035-Land-Use-Map-Update
View the plan here: https://bit.ly/2XpJkri
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FEE PROPOSAL F
FEE PROPOSAL
Phase
1 - Project Initiation & Analysis $49,600
2 - Visioning & Plan Development $81,130
3 - Implementation & Adoption $33,950
Additional Engagement Activities*$10,000
Subtotal $174,680
Reimbursables**$5,000
Total Project Cost $179,680
*Additional Engagement Activities is an allotment of total project cost to be used for unprogrammed public engagement.
**Note that Reimbursables include: per diem, printing, workshop/charrette supplies, binding of plans, etc.
Stewart proposes a NTE fee of $179,680 for the Joint Land Use Plan Update project.
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237
LAND USE PLAN UPDATE
PERSON COUNTY & CITY OF ROXBORO
REQUEST FOR PROPOSALS
238
137 S Wilmington Street, Suite 200 | Raleigh, NC 27601
t: 919.469.3340 | www.withersravenel.com | License No. C-0832
Asheville | Cary | Greensboro | Pittsboro | Raleigh | Wilmington
A // LETTER OF INTEREST
October 02, 2019
Lori Oakley
Person County Planning Director
325 S. Morgan Street
Roxboro, NC 27573
RE: REQUEST FOR PROPOSALS FOR JOINT COMPREHENSIVE LAND USE PLAN UPDATE
Dear Ms. Oakley:
The City of Roxboro and Person County are ready to embark on an exciting journey with an update to the Joint Comprehensive
Land Use Plan, a document and tool that not only brings together aspects of the municipalities’ current and past planning efforts
but takes a fresh look at the future of the region as a whole. WithersRavenel applauds this partnership for undertaking this
challenging endeavor, and we would like to become your ally on this journey. We have reviewed the scope of your RFQ and are
confident that we can help create a successful plan.
We are excited to engage your residents and stakeholders in a visioning process and understand what they see as the past,
present, and future for the City of Roxboro and Person County. We want to fully engage the community in every step of our
process so they can feel that they are part of the process, the vision, and will support the final plan.
As a 250-person employee-owned planning and design firm focused on planning, landscape architecture, land development,
transportation, utilities, environmental services, stormwater and survey, we have built our business around crafting memorable,
livable, and sustainable communities.
By choosing to work with the WithersRavenel team, the partnership can expect:
` `A unique team of planning professionals with a passion for working in communities to create a new model for building
a sustainable future guided by the goals and vision of the partnership, its stakeholders and, ultimately, the citizens and
businesses that call Roxboro and Person County home. The collective talents of our team bring a unique perspective,
enthusiasm and diversity of thought that we believe will create a quality plan for the partnership.
` `Our understanding for how to move plans from paper to reality. We understand how big ideas can become complex and
challenging. We leverage the expertise of our team members as experts in specific building types and the economics of
folding new projects into the existing municipal fabric to ensure our planning work is grounded in reality.
` `An approach founded in the nuances and belief that a great public realm with a mix of amenities and uses is what creates
a vibrant and attractive destination for residents, business owners and visitors while reflecting the distinctive character
of the City and County proper. Our team members have been involved in placemaking and developments that bring
communities together and create memories and moments in great places.
We invite you to review our enclosed qualifications and approach to crafting the Joint Comprehensive Land Use Plan Update. We
welcome the opportunity to deepen our relationship with this partnership and work on such an important project with you.
Sincerely,
WithersRavenel
Brendie Vega, AICP Jason Bertoncino, PE, LEED AP
Director, Planning Vice President (authorized to negotiate and contract on behalf of the firm)
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B // INTRODUCTION
FIRM OVERVIEW
CONTACTS
WT Sorrell // Client Officer
wsorrell@withersravenel.com
Brendie Vega, AICP // Project Manager
bvega@withersravenel.com
137 S Wilmington Street, Suite 200
Raleigh, NC 27601
t: 919.469.3340
www.withersravenel.com
LOCATION OF OFFICES
WithersRavenel is headquartered in Cary and
maintains five branch locations:
This project will be performed from our
Greensboro and Raleigh offices, with
support from our branch offices as needed.
PROGRAM OF SERVICES
Our unparalleled team of engineers, planners,
and surveyors will bring your project from
start to finish with excellence. We have team
members who specialize in local government
projects.
` `Land Planning & Development
` `Funding Applications and Administration
` `Utilities
` `Geomatics, Surveying, and GIS
` `Construction Administration
` `Stormwater
` `Environmental
SIZE, TYPE OF ORGANIZATION
WithersRavenel, Inc. is an Employee Stock Ownership Plan (ESOP)
company. Our more than 250 employee-owners excel at providing
consulting services for our clients. Our six core discipline areas are Land
Development & Planning, Environmental, Geomatics, Management &
Transformation, Stormwater, and Utilities.
HISTORY OF THE FIRM
Founded in October 1983 as Withers & Ravenel, Inc., WithersRavenel
is now an employee-owned company, equipped with 35 years of
serving a wide array of clients and projects through innovative and
cost-effective engineering solutions in the Carolinas.
TEAM AVAILABILITY
Each of the WithersRavenel staff members proposed for this contract
are available immediately and are committed to fulfilling their duties until
the projects are completed. Should you require additional personnel to
complete emergency or specialized tasks not anticipated in the RFQ,
we have ample staff to meet those needs, including resources in other
North Carolina offices that can be mobilized on short-notice.
AWARDS & ACHIEVEMENTS
` `ENR Top 500 Design Firm, Top 60 Southeast, Top 20 in NC
` `ACEC Honors Award: Greensboro Green Streets
` `ACEC Engineering Excellence Award and Greater Triangle
Stewardship Development Award: Crabtree Creek Greenway
` `ACEC Honors Award, Special Projects: Miracle League Baseball
Field
` `CX-cellence Award: Client Experience for Professional Services
` `NCASLA, Merit Award: Town of Cary Black Creek Greenway
` `Premier Award: Client Satisfaction from PSMJ Resources, Inc.
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KNOWLEDGE OF THE CITY OF ROXBORO AND PERSON COUNTY
Person County’s rich history dates as far back as the
Occaneechi and Sappony tribes of Native Americans who
inhabited its lands before European explorers approach
Carolinian shores. Since that time, the lands of the County
have paid witness to a variety of settlers including those of
Scottish, German, and French descent. The County’s name is
taken from Revolutionary War Hero, Thomas Person. Person
was the Brigadier General during the war, an Anti-Federalist
politician, and a generous donator to the University of North
Carolina at Chapel Hill. The newly formed County was
named after him in 1792.
Person County shares a similar history with many other
counties in North Carolina. The Civil War saw a tremendous
impact to the traditional plantation style farming operations
occurring in the south at that time. With the Norfolk and
Western Railroad, the county saw a boom in both tobacco
and cotton production due to the newly integrated freight
network. And like so many other counties, large industrial
employers have either dissolved or shipped work overseas.
This history is echoed across much of North Carolina, but
Person County does have its exceptions that have allowed it
to diversify and thrive over the years.
The County is located in close proximity to the Research
Triangle, which has largely diversified the employment
sector. Stability from this diversification has in part allowed
the County to remain an attractive place for potential
residents. Additionally, the County is home to a variety of
rivers, lakes, and parks that provide endless opportunities
for outdoor recreation. For example, Lake Hyco, which was
built by the Carolina Power and Light Company in the early
60’s, now contains a boat launch and a regional park. These
amenities set Person County apart from many of the other
regional residential options.
The City of Roxboro sits as the County seat and sole
municipality. Originally called Roxburgh after a Town in
Scotland, the City shares the same history as its surrounding
county. Together they represent the best of both worlds
when it comes to living in a place with such a rich history.
Many historical sites are preserved on the National Register
of Historic Places, such as the Roxboro Cotton Mill and the
Person County Courthouse. Simultaneously, the City also
offers a bustling downtown district with a variety of retail
options. This creates a Live/Work/Play environment for City
and County residents to enjoy.
In order to continue to grow in an intelligent manner,
both municipalities are due for a Comprehensive Plan.
Since 2001, little planning has been conducted in order
to steer growth of the City or County. The North Carolina
Department of Transportation did produce a Pedestrian
Transportation Plan in 2008, however a holistic analysis is
required in order to understand planning decisions made as
a whole. WithersRavenel proposes to analyze these prior
studies and marry them with both data analysis and public
involvement in order to provide a vision and a plan for the
City and County to move forward with together.
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TECHNICAL APPROACH
WithersRavenel’s methodology for the Joint
Comprehensive Land Use Plan Update for
the City of Roxboro and Person County is
shaped by our commitment to developing
a solid plan to serve as a framework for
implementation and a guide for future growth
and development. The Joint Comprehensive
Land Use Plan should be:
` `Integrated – covering multiple elements
including Economic Diversification,
Growth Management, and Placemaking
` `Inclusive – involving citizens and
stakeholders in the entire processing
from visioning and goal setting to
establishing priorities for action and
buying into the outcome
` `Implementable – providing the
mandate to guide development, capital
improvement projects, and other long-
range decision making
` `Scalable – setting the framework for
action at the municipal and regional level
PHASE I
WHERE ARE WE NOW
PHASE II
WHERE DO WE WANT TO BE
PHASE III
HOW DO WE GET THERE?
` `Existing Conditions
& Trends
` `Community Values & Issues
` `Future Vision & Goals
` `Alternatives to Achieve the Vision
` `Preferred Alternative
` `Policies & Actions to Implement the Preferred Alternative
Plan Adoption & Implementation
Community Input: Citizens Steering Committee, Public & Stakeholder Meetings
VALUES-DRIVEN PROCESS PLANNING
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PHASE I
Immediately after notification of selection, the Project
Manager will work closely with the City and County to craft
a scope of services ensuring that the Team will perform
work in line with the joint goals for the Comprehensive
Land Use Plan Update. After the scope of services and
contract are approved, the Team will kick-off with a
tour of the County and Steering Committee meeting
#1. Background research and analysis will also begin
immediately after the contract is approved.
KICKOFF
Based on the desires alluded to in the RFQ, there is clearly a stated need for due diligence. This includes technical
information and a non-physical evaluation, community preferences, uses of the area today, and briefings with agencies. The
Team will perform a thorough review of background information to answer the question of “Where are we now?”
BACKGROUND ANALYSIS & RESEARCH
We believe our work on this project must be highly inclusive and interactive, so we will work with the staff and steering
committee to set up public participation goals using the following tools:
PUBLIC ENGAGEMENT
` `Stakeholder interviews or focus groups – bringing together people with similar interests, knowledge, or history. To
assist our team in understanding the local conditions and perceptions, it is our intent to identify stakeholders with
an interest in the success of the community and meet with them as the comprehensive plan is developed. It will be
important to meet with these groups early on to ensure their interests in the community are captured.
` `Surveys – using online tools and printed material to reach as many people as possible with questions that will produce
as much outreach as possible. Surveys are most effective for gathering specific information about a project, gauging
the reaction of an idea or illustration, and determining whether a need exists. The results of the survey will indicate the
direction that the citizens want to go, gauged by their preferences and responses. Our team can develop and implement
an online survey using PublicInput.com. Questions and illustrations will be used to poll preferences. The survey will be
posted on the City and County websites, as well as advertised through social media.
Demographics
Economic Development
Transportation
Community Services and Facilities
Parks and Recreation Services
Natural Environment
Housing
Community Character
Applicable Studies and Development Regulations
Land Use, Growth, and Development Map
Education System
INVENTORY AND ANALYSIS OF EXISTING CONDITIONS
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` `Social Media–there are a lot of ways to
communicate with local residents and
we have the experts in our marketing
group to keep people engaged. The use
of social media is a must to connect
with the public in real time. The City
should use its Facebook site and Twitter
account to share information and news
releases and meeting notices. When
using this site, it is important to post
often and to track followers, hits, and
reposts.
` `Project Website– we will set up a
website either hosted by the City/
County or by WithersRavenel that will
keep people apprised of the progress
and allow for further interaction. The
website will be a primary means for the
public to obtain current information, with
opportunities to comment and, if feasible,
complete online surveys. Interactive
methods will also be employed to make it
more enticing for users to comment and
provide input. A solid website presence
will be critical to reaching a large number
of people and ultimate success of the
public outreach process.
Postcard with online
survey info distributed
at Elkin public
input meetings &
shared on social media.
WithersRavenel cross-
promotes our Client’s
public input sessions,
allowing even more
reach for engagement.
WithersRavenel conducting a public
input session at the Town of Leland’s
Founder’s Day in part of the Sturgeon
Creek Master Plan effort.
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While we collect and analyze data, engage the stakeholders, and gain a good understanding for the “Where are we now,”
we can then start the visioning and goal setting that comes with “What do we want to be?” The vision needs to be carefully
balanced to be viable, obtainable, and provide a desired outcome; one that can satisfy current and future residents, as well as
City and County elected officials and staff, and provide a guide for those that want to put their property into development or
redevelopment. Engaging the public in the visioning process is key, and the team at WithersRavenel will work with the City
and County to make sure the vision is captured in an overall vision statement that will lead the way for goal making. We will
work with our experts to provide a vision and goals for each key focus area.
In Phase 2 we will begin putting together the data collected
and the draft deliverables into a draft plan. At this stage, we
will have an idea of where the City and County want to go
from all of the community engagement, steering committee
meetings, and data gathered.
Preparing a draft plan will require coordination with the
team members to ensure that the components of the plan
work together and fit together into a draft. We will work
together closely during this phase to prepare the draft
recommendations and draft plan. We will continue to get
feedback throughout this process to make sure we are
headed in the right direction. During this time, it may seem
like no work is being done to the public and the City and
County leaders, but we will make sure they know that work
is being done through updates to the website, continued
community engagement through social media posts, and
a presentation to the two Governing Bodies to keep them
abreast of the progress and the next steps of the plan.
A draft plan will include components of the plan with
recommendations and alternatives. These recommendations
and alternatives will be tested at a large public engagement
meeting where there will be a presentation, as well as
stations for people to visit to find out more about particular
areas of interest. We will present the recommendations to
the steering committee and stakeholder groups to ensure
we’ve captured everything needed to help shape the future
of Roxboro and Person. The Steering Committee will help us
decide which recommendations and alternatives make it into
the final draft.
PLAN & VISION GOALS
PHASE II
PHASE IIIPHASE III
After final comments are incorporated into the plan, work will begin on the final draft. The final draft will include a document
integrating all the components into a plan, and maps that will guide growth as well as target growth in specific areas.
The project team will work with our marketing team to ensure a great looking document, and one that is easy to use and
understand. The user-friendly final drafts will be delivered to the City and County in advance of a public hearing before
the two Governing Bodies. Once approved, the team will prepare the final documents for delivery. Per the request in the
RFQ, and any additional requirements outlined in the contract and scope of services, the team will provide the deliverables
requested, in a format requested by the RFQ (Microsoft Office, ArcGIS 10.1) as well as twenty bound copies of the plan along
with the results of the community research.
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PROJECT MANAGEMENT APPROACH
In all projects, WithersRavenel utilizes the Project Manager to facilitate effective and responsible management
and coordination. Designation of the Project Manager occurs when a decision is made to prepare a proposal
to pursue the project. The Project Manager’s primary responsibility is to coordinate the Project Team’s efforts
to meet the needs and expectations of the Client and the project. To execute this responsibility effectively, the
Project Manager will oversee the following functions:
COMMUNICATION PROTOCOL
Effective communication is the secret to good project
management. Open lines of communication must always be
maintained between the Client and project personnel. To
achieve this, the Project Manager will:
` `Organize a kick-off meeting before a project starts and
at each stage of a project when a new effort begins.
` `Keep team members aware of the project status by
copying key members on all pertinent meeting notes,
correspondence, and efforts.
` `Ensure that all communications with the Client or
its representative are coordinated with the Project
Manager. In return, project team members will copy
the Project Manager on all project-related information.
The Project Manager will be aware of all activities of
all disciplines on the project to enable prompt, efficient
responses to Client inquiries.
` `Participate in all decisions that affect the project and
coordinate the efforts of project team members.
` `Coordinate regular project meetings to keep the team
members abreast of issues, schedules, budgets, and
deliverables.
FISCAL AND SCHEDULE MANAGEMENT
A project left to run without schedule or budget
management and re-forecasting can lead to failure. Frequent
oversight of schedule milestones and budget is essential
to prevent projects from getting too far out of hand. In our
efforts to deliver the Joint Comprehensive Land Use Plan
Update on time and within budget, we will create a Project
Financial Plan and Schedule of Milestones. The project
manager establishes all schedules after obtaining input from
all contributing sources. Follow-up with all team members
throughout the project will be made to ensure that the
schedule is maintained. It is vital that the purpose for the
schedule suits the Plan’s execution strategy, which could
include a need to protect time-related costs, budget control,
change management control, detailed management usage,
resource control, coordination with the City and County,
accurate planning predictions and economic projections, and
documentation.
An important part of staying on schedule and within budget
is to make sure all team members are aware of the current
status as well. We strive to keep the project team, planners
and government staff, informed of the project schedule
and budget forecast. The project schedule and budget are
living parts of this project — something we review with
our team and stakeholders on a regular basis. We carefully
watch budgets throughout the life of our projects to keep
stakeholders and management happy and thus experience
greater project success.
TECHNICAL REVIEW
The Project Manager will work with experienced staff
members who do not have direct involvement in the
production of the updated plan to conduct a review of
all technical products. This involves a review of the data
collected, schedule, design process, deliverables, and
the overall management plan. The Project Manager will
verify that each product has been subjected to quality
management procedures before the product is released to
the Client.
FIRM CAPACITY
WithersRavenel sees our team as an extension of your staff.
Each of the staff members proposed for this contract will
be responsive to your project needs and are committed
to fulfilling their duties until the projects are completed,
especially those with tight deadlines. Should you require
additional personnel to complete emergency or specialized
tasks not anticipated, we have ample staff to meet those
needs, including resources in other offices that can be
mobilized on short notice. We are fully capable of providing
the services you need, when you need them, in a timely and
efficient manner.
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PHASE 3
PROJECT TIMELINE
RFP Submittal
Notice to Proceed
PHASE 1
Kickoff - Tour of County
Meeting with Staff
Steering Committee Meeting #1
Stakeholder Interviews
Background Analysis & Research
OCT 19 APR 20NOV 19 MAY 20DEC 19 JAN 20 JUN 20 JUL 20FEB 20 AUG 20MAR 20 SEP 20 OCT 20 NOV 20 JAN 21DEC 20
Survey Out to Public
Steering Committee Meeting #2
Public Workshop #1
PHASE 2
Data Collection Summary
Survey Results
Final Comments Received from Public
Receive Comments from Staff
Presentation #2
Draft Plan Recommendations
Draft to Staff
Steering Committee Meeting #4
Prepare Final Draft for City and County Review
Final Changes added to Final Draft
Final Draft presented to Staff, Steering Committee, Planning Boards, Elected Officials
Steering Committee Meeting #3
Public Workshop #2
Presentation #1
SOCIAL MEDIA
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PROJECT TEAM
Brendie Vega, AICP
PROJECT MANAGER
WT Sorrell
CLIENT OFFICER
PUBLIC ENGAGEMENT
PublicInput.com
Gary Warner, ASLA, AICP
MEETING FACILITATOR
Drew Crumpton, PLA, ASLA
PUBLIC ENGAGEMENT STRATEGIES
MAPPING
Brandon Inscore, GISP
GIS MANAGER
BACKGROUND RESEARCH & ANALYSIS
Daniel Rauh, AICP
DATA & GIS PLANNER
Brendie Vega, AICP
PROJECT MANAGER
Drew Crumpton, PLA, ASLA
PUBLIC ENGAGEMENT STRATEGIES
PLANNING & RECOMMENDATIONS
Daniel Rauh, AICP
DATA & GIS PLANNER
Each of our team members
were carefully selected to
provide the management and
technical resources necessary to
effectively complete this project.
ORGANIZATIONAL CHART
Our firm uses a team approach to staffing all of our projects. We assemble a group of individuals who best match the staffing
requirements of each project. The specific professionals proposed for each initiative are chosen for their skills, training and direct
experience with past projects of the same type. We are committed to completing the job on time and to providing the level of
responsible service that you should expect of our firm. An organization chart outlining our team structure is shown below and
the resumes for team members are included on the following pages.
ENGAGEMENT SOFTWARE
CLIENT OFFICER: WT SORRELL
As your Client Officer, Mr. Sorrell will act as a liaison between the City and the County, and your
Project Manager, Brendie Vega, ensuring that as a team we are continually maintaining the highest
standards of service and quality. He will conduct routine check-ins with you to ensure all project
milestones are met and to address any concerns or questions the you may have.
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KEY PERSONNEL PROJECT MANAGERBrendie Vega, AICP
Ms. Vega is WithersRavenel’s Director of Planning. In this role, Brendie will tackle
long-range planning, master planning, rezoning, entitlements and ordinance
writing. Prior to joining WithersRavenel, Brendie served as Assistant Planning
Director and Assistant Director of Community Development for the Town of
Wake Forest. She also worked for the Town of Apex as its Principal Planner.
Ms. Vega is also the Co-Chair of the Membership and Diversity Committee for
the North Carolina chapter of the American Planning Association.
PROJECT EXPERIENCE
` `Multi-Family Zoning Modifications, Town of Elkin, NC. Project Manager
PROJECT EXPERIENCE PRIOR TO JOINING WITHERSRAVENEL
` `Wake Forest Comprehensive Transportation Plan, Town of Wake Forest,
NC. Assistant Planning Director
` `2030 Apex Comprehensive Plan, Town of Apex, NC. Principal Planner
` `Western Area Plan, Town of Apex, NC. Principal Planner
` `Comprehensive Transportation Plan, Town of Apex, NC. Principal Planner
EDUCATION
Master of Urban and
Regional Planning; B.A.,
College of Literature,
Science and Arts,
University of Michigan
PROFESSIONAL REGISTRATION
American Institute of
Certified Planners
DATA & GIS PLANNERDaniel Rauh, AICP
Mr. Rauh works out of the Greensboro office of WithersRavenel. His
experience includes GIS data compilation and analysis, site conditions
assessment and due diligence, pavement assessment reporting utilizing
PAVER™ Pavement Management Software, trip generation, corridor
analysis, traffic calming, and specifications. He also specializes in QA/QC
for planning and transportation projects. Mr. Rauh has also completed field
work for several Phase I ESAs and landfill sites.
PROJECT EXPERIENCE
` `Comprehensive Master Plan, Town of Elkin, NC. Planner
` `Downtown Greenway Phase II, City of Greensboro, NC. Planner
` `On-Call Professional Services, Town of Kernersville, NC. Planner
` `Middle Creek Greenway Phase II, Town of Apex, NC. Planner
` `Project Axis Site Development, Garner, NC. Planner
` `Rural Ready Site Design, City of Reidsville, NC. Planner
` `Blake Farm Master Plan, Hampstead, NC. Planner
` `EB-5521 North Main Street Sidewalk, City of Troy, NC. Planner
` `Greensboro Sidewalks, City of Greensboro, NC. Planner
` `622 Capital Project, City of Raleigh, NC. Planner
` `Pavement Management, City of Clinton, NC. Data Analyst
EDUCATION
M.S., City and
Environmental Planning;
B.S., Environmental
Planning and Policy with
Environmental Science and
Green Engineering Minors,
University of Virginia
PROFESSIONAL REGISTRATION
American Institute of
Certified Planners
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KEY PERSONNEL MEETING FACILITATOR & PLANNERGary Warner, ASLA, AICP
Specializing in the planning and design of public places in North Carolina
communities, Mr. Warner provides 28 years of experience in master planning,
public facilitation and workshops, and open space design to bring trails,
greenways, and parks to life. Specializing in the planning and design of public
places in N.C. communities, Gary has received recognition as a specialist in
the design of inclusive play areas for children of various abilities. Additionally,
he holds expertise with master planning, developments in inclusive design
and play, public facilitation and workshops, open space design, construction
details, and urban landscapes, and has experience managing master plan
projects in support of PARTF applications.
PROJECT EXPERIENCE
` `Comprehensive Town-Wide Master Plan, Town of Elkin, NC. Project
Manager
` `Green Energy Park Redevelopment Master Plan, Jackson County, NC.
Project Manager
` `Shelton Avenue Linear Park, City of Statesville, NC. Project Manager
` `Lee County Parks, Lee County, NC. Project Manager
` `Forestville Road Athletic Park, Town of Knightdale, NC. Project Manager
EDUCATION
Master of Land. Architecture;
B.S., Horticulture, Virginia Tech
PROFESSIONAL REGISTRATION
Professional Landscape
Architect: NC, #1708;
American Institute of
Certified Planners:
#14032;Council of
Landscape Architecture
Registration Boards: #1955
PUBLIC ENGAGEMENT STRATEGIESDrew Crumpton, PLA, ASLA
Mr. Crumpton has expertise in landscape architecture, park planning and
related fields. His professional responsibilities consist of master planning
at both small-scale and system wide levels, public involvement, project
management, site design, hand graphic and digital rendering, and project
visualizations. Working on various design and planning projects has provided
Mr. Crumpton with an understanding of the value of thorough analysis,
inclusive participation, clear and concise presentation, and collaborative team
environments.
PROJECT EXPERIENCE
` `Town-wide Comprehensive Master Plan, Town of Elkin, NC. Landscape
Architect & Planner
` `Green Energy Park Redevelopment Master Plan, Jackson County, NC.
Assistant Project Manager
` `Lee County Parks, Lee County, NC. Assistant Project Manager
` `Pleasant Park, Town of Apex, NC. Landscape Architect.
` `Forestville Road Athletic Park, Town of Knightdale, NC. Assistant Project
Manager
EDUCATION
Master of Landscape
Architecture, NC State
University; B.S., Parks,
Recreation and Tourism
Management, NC State
University
PROFESSIONAL REGISTRATION
Landscape Architect, NC:
#2015
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KEY PERSONNEL GIS MANAGERBrandon Inscore, GISP
Mr. Inscore is the GIS Manager and is responsible for overseeing GIS project
management and staff coordination, which includes mobilizing field staff
for large and small data collection projects, then integrating that field data
into office work flows, and providing oversight of final quality control/
quality assurance on deliverables. Prior to joining WithersRavenel, Mr.
Inscore acquired 15 years of public sector experience working for the City of
Greensboro.
His role also includes overseeing the creation and implementation of office
as well as mobile GIS solutions. His duties include reviewing current policies
and procedures and then developing new procedures and training for both
internal and external clients. He has extensive experience in GIS.
PROJECT EXPERIENCE
` `Apex Greenway Map, Town of Apex, NC. GIS Manager
` `Stormwater GIS Improvements, Town of Cary, NC. GIS Manager
` `Stormwater Mapping & GIS, Town of Hope Mills, NC. Technical Expert
` `GIS Services, City of Clinton, NC. GIS Manager
` `GIS Services, City of Sanford, NC. GIS Manager
EDUCATION
MBA, Liberty University;
MA Applied Geography,
University of North
Carolina, Greensboro; BA
Social Science Education,
Elon University
PROFESSIONAL
REGISTRATION
Geographic Information
Systems Professional: NC,
#58189
WE ARE PLACEMAKERS
WE ARE COLLABORATORS
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SUBCONSULTANT INFORMATION
TEAM CAPACITY
100%TOTAL
PublicInput.com
PublicInput.com is Software-as-a-Service (SaaS) solution that manages the complete public
engagement process. The system is designed to be flexible to scale for any size community,
and allows staff to efficiently promote outreach, facilitate dialogue, aggregate feedback, and
analyze sentiment. To accomplish this, a combination of both online and traditional engagement opportunities are supported,
including activities such as: in-person interactions at public meetings or events, online surveys/discussion forums, social
media outreach, text messaging and email communication, geo-targeted outreach, and language translation. Every interaction
through all channels of communication aggregate into the system’s long-term Citizen Relationship Management (CRM)
database for use on future initiatives in the community.
TEAM WORKLOAD
Project Name, Client Project Type Phase Anticipated Completion
Cedar Falls Park, Town of Chapel Hill Design & Engineering Bidding October 2019
Forestville Road Athletic Park, Town of Knightdale Design & Engineering Final Const Docs November 2019
Green Energy Park, Phase 1, Jackson County Schematic Design Programming November 2019
O.T. Sloan & Temple Parks, Phase 1, Lee County Design & Engineering 90% Const Docs December 2019
Higgins Greenway, Phase III, Town of Cary Design & Engineering Permitting January 2020
Sturgeon Creek Park, Town of Leland Master Planning Public Input February 2020
Vineyard Park, Town of Pittsboro Design & Engineering Conceptual March 2020
Pleasant Park Amenity Area, Town of Apex Design & Engineering Permitting April 2020
CURRENT PROJECT STATUS
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The Town of Elkin 2030 Comprehensive Town-wide Plan is a strategic guide that serves as a framework for the future of
Elkin. Developed through an extensive process of community involvement and stakeholder input, the plan represents the
shared vision of what the community wants to become, and action-oriented implementation strategies that will help them get
there. Serving as a guide, the plan includes a review of existing plans, analysis of existing conditions, community and stakeholder
involvement, the creation of a vision for development, planning recommendations, implementation strategies, and priority action
items. The town has reached out to WR to assist with rewriting zoning code, with future land use update to follow.
TOWN-WIDE COMPREHENSIVE MASTER PLAN
Town of Elkin
SIMILAR EXPERIENCE
Brent Cornelison, Town Manager • Town of Elkin
226 North Bridge Street Elkin, NC 28621
336-794-6461; bcornelison@elkinnc.org
CLIENT REFERENCE / CONTACT
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PROJECT HIGHLIGHTS
` `Two-day Vision Workshop at
multiple locations with interactive
mapping and visioning exercises.
` `Project presentations at Town
special events.
` `Online survey administered
through QR-Code handouts.
SUPPLEMENTAL MATERIAL
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CHATHAM PARK COTTAGES
FILE NAME: Chatham Park Cottages MODIFIED: August 14, 2018 2:50 PM
Pittsboro, NC#2150098.182018.07.05
55 Grant Street | Suite D | Pittsboro, NC 27312
t. 919.469.3340 | license #: C-0832 | withersravenel.com
SCALE: 1” = 50’
100’50’0’
MAIL CENTER
BOCCEFIRE PIT
SWINGS
OPENLAWN OPENLAWN
OPENLAWN
GARAGES
VINE PARKWAY
COTTAGE WA
Y
PARKING
PARKING
HERITAGETREE
COMMUNITYICON
Chatham Park is a 7,100-acre mixed-use development
located in Pittsboro by Preston Development Company.
Chatham Park is envisioned as a comprehensive live-
work-play community that is approved for up to 22,000
residential dwelling units and 22 million square feet of
non-residential development. With its close proximity to
the Research Triangle Park, Raleigh-Durham International
Airport, and several world class universities, its location is
a prime spot in the Triangle.
In the planning stages for Chatham Park are more than 25
unique home designs in five separate villages, complete
with boutique shops, world-class dining, and on-site
schools. More than 2,000 acres will be dedicated to parks
and open space in addition to more than 50 miles of
walking and biking trails within the community and along
the waterfront of Haw River and Jordan Lake.
WithersRavenel is providing small-area planning,
neighborhood planning, full-service engineering,
environmental, geomatics, planning, stormwater, and
utility services for Chatham Park. The firm also provides
project entitlement and management for Chatham Park,
working closely with local citizens and officials and
consulting on other facets of Chatham Park with other
consultants, developers, and stakeholders.
As the lead stormwater designer for public and private
development projects within Chatham Park, work by
WithersRavenel includes the design and construction of
public roads, which will eventually be turned over to the
NCDOT. As part of our commitment to sustainability and
innovation, WithersRavenel has planned and designed
all public streets to include green street features to
control and treat roadway runoff within the right-of-way.
Chatham Park is the first privately funded pilot project
for the design and construction of a new alignment using
green street installations. WithersRavenel is collaborating
with the NCDOT to develop design, construction,
and maintenance standards in the hopes that future
roadway projects statewide will be able to use green
street concepts. In addition, WithersRavenel has had
extensive coordination with the NCDOT for design and
construction of roadways, utilities, and permitting.
CHATHAM PARK
Town of Pittsboro
SIMILAR EXPERIENCE
Chuck Smith, Vice President • Chatham Park
Planning & Development
105 Weston Estates Way, Cary, NC 27513
919-481-3000; chuck@prestondev.com
CLIENT REFERENCE / CONTACT
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1201.3 acres
593.4 acres
512.1 acres
439.8 acres
393.1 acres
391.2 acres
327.9 acres
298.4 acres
281.4 acres
251.2 acres
226.9 acres
259.3 acres
212.2 acres
209.2 acres
196.6 acres
186.9 acres
136.9 acres
131.6 acres
129.5 acres
123.7 acres
114.5 acres
99.4 acres
102.3 acres
84.0 acres
45.9 acres
48.2 acres
71.5 acres
3,003 DU
1,780 DU
1,280 DU
820 DU
1,175 DU
1,565 DU
628 DU
2,985 DU
2,814 DU
567 DU
917 DU3,889,500 GSF
531 DU
1,390 DU5,896,500 GSF
748 DU
1,673 DU
1,475 DU
274 DU
1,316 DU
818 DU
672 DU2,590,000 GSF
407 DU1,728,000 GSF
352 DU1,491,000 GSF
2,000,000 GSF
500,000 GSF
114 DU482,200 GSF
253 DU1,072,500 GSF
500,000 GSF
1,500,000 GSF
1,250,000 GSF
2.22.1
3.4
1.1
4.3
1.2
3.1
5.1
4.4
3.7
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3.5
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Land Use Plan
-
Chatham Park Planned Development District Master Plan
Pittsboro
Residential - East
Residential
Residential - Parkway
Residential - Mixed Use
Research and Development
Mixed Use
Park / Institutional
Activity Center Overlay
Proposed Roadway within Property Boundary
Pittsboro CTP Network Connections May 2015
FOR ILLUSTRATIVE PURPOSES ONLYAND SUBJECT TO ADJUSTMENT PENDINGFINAL DEVELOPMENT PLANS
PROJECT HIGHLIGHTS
` `The Chatham Park PDD Master
Plan and Additional Element
Documents govern exceptional
design and development within
Chatham Park to include open
space, tree protection, stormwater,
parking, lighting, and public facilities
` `Bioretention designed within
Office Courtyard Area has a tank
below the surface that can store
up to 10,000 gallons of rainwater
to be used for irrigation purposes
` `Tree wells installed along Freedom
Parkway and Russet Run provide
LID storm water treatment
` `Reclaimed water being provided to
areas within Chatham Park
SUPPLEMENTAL MATERIAL
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Carolina Springs aspires to be a community that both
embraces and engages nature, consisting of a network
of trails and parks that encourages social and physical
activity. Along with a mix of uses, a variety of housing
types, and a diversity and abundance of public spaces, we
will foster a sense of community that empowers residents
to discover… nature, the arts, health and wellness, and
community.
WithersRavenel incorporated the following elements into
the overall design of the area plan.
DISCOVER…NATURE
` `Introduce natural features into the built environment
to provide opportunities for residents to engage and
interact with nature.
` `Encourage tree preservation and natural resource
protection.
` `Encourage nature-themed art pieces to be
incorporated.
` `Incorporate environmental informational nodes (i.e.
interpretive signage) into trails and natural spaces.
DISCOVER…THE ARTS
` `Designate public spaces for the display of
permanent or revolving public art.
` `Encourage creativity in building design to allow
buildings to reflect art in their design.
` `Encourage the programming of public spaces
to accommodate events focused on arts and
education.
` `Encourage interactive public art through playground
elements and site furnishings.
DISCOVER…HEALTH AND WELLNESS
` `Create a pedestrian-oriented community with
sidewalks, trails, and parks that encourages walking,
biking, and running.
` `Provide spaces for a wide range of recreational and
social activities for all ages.
` `Maintain natural areas for public access and
enjoyment.
` `Provide public social spaces such as courtyards,
plazas, sidewalk cafes, and parks.
DISCOVER…COMMUNITY
` `Use consistent landscaping and hardscape themes
throughout the community.
` `Provide a Town of Holly Springs entry feature (near
NC-540) and Carolina Springs entrance features at
entry points into the community.
CAROLINA SPRINGS AREA MASTER PLAN
Town of Holly Springs
SIMILAR EXPERIENCE
David Stallings • Shenandoah Homes/CapitalProperties of Raleigh
3724 National Drive, Raleigh, NC 27612
919-618-2060; david@shenandoahhomes.us
CLIENT REFERENCE / CONTACT
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WithersRavenel assisted the Town of Fuquay-Varina in
completion of a Capital Improvement Program. Our staff
suggested using GIS software to create a new system to
analyze growth and infrastructure issues. After mapping
water, sewer and drainage systems using GIS, our staff
transferred the data into a model to predict the effects
of growth on water, sewer, and drainage flows.
WithersRavenel performed survey-grade GPS location
of all water, sewer, and drainage features for the
eight-square-mile town limits, as well as the USA
(Urban Services Area) that serves more than 30,000
citizens. Water meters were assessed, exercised, and
then mapped and tied to the Utility Billing System. All
sewer manholes and drainage inlets were assessed,
photographed, and invert elevations captured. Attribute
data was captured in a GIS database. In addition, as-
built plans were scanned and linked to their respective
coverage area in the GIS model. Projections were
calculated using GIS via the adopted Land Use Plan.
This allowed development of 5-, 10-, 15-, 20-year, and
ultimate build-out modeling scenarios.
This comprehensive project enables the Town to
accommodate new development within the existing
infrastructure, and to plan for new utility extensions to
serve future needs.
CAPITAL IMPROVEMENT PLAN & LAND USE MASTER PLAN
Town of Fuquay-Varina
SIMILAR EXPERIENCE
Jay Meyers, PE, Public Utilities Director • Town of
Fuquay-Varina
1415 Holland Road, NC 27526
919-567-3911; jmeyers@fuquay-varina.org
CLIENT REFERENCE / CONTACT
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The third most populous city in North Carolina,
Greensboro is constantly seeking ways to attract new
business and appeal to cosmopolitan residents and
visitors. One such effort is the Downtown Greenway,
a proposed four-mile-long loop of multi-use greenways
circling the core of the city and connecting it to university
campuses, parks, and other trails. This three-phase
project was broken into segments to accelerate design
and construction for areas where alignment was certain,
and to enable the City to coordinate construction with
other new development projects.
WithersRavenel is providing planning, trail design,
roadway modifications, landscape architecture,
stormwater management and treatment, and
environmental services for phases 1b, 2, and 3, which total
more than two miles. For Phase 3, public involvement was
a joint effort shared by WithersRavenel, the Greensboro
Department of Transportation, and local nonprofit
organization Action Greensboro. Through multiple public
meetings, WithersRavenel explained project initiatives and
the rationale behind various design choices, solicited input
on the specific elements of the greenway, and introduced
stakeholders to green streets, which are Low Impact
Development (LID) techniques for stormwater capture.
The success of the initial phase of treating run-off within
the roadway corridor prompted the City to incorporate
green street concepts into future phases of the greenway
and into a City park as part of a retrofit and educational
pilot project.
Along with the 12-foot-wide multi-use trail, all segments
of the greenway are designed to include enhancements
such as public art, pocket parks, and user amenities like
walls, benches, fountains, and pedestrian and accent
lighting. The Tradition Cornerstone and Innovation
Cornerstone are located at major nodes of the greenway,
and each employed a different artist to create a
significant piece of public art. WithersRavenel supported
their work by providing engineering and landscape design
for the placement of the artwork, donor recognition
areas, site circulation, and associated parking.
DOWNTOWN GREENWAY
City of Greensboro
SIMILAR EXPERIENCE
Bruce Overman, Chief Project Manager • City of Greensboro
300 West Washington Street, Greensboro, NC 27401
336-373-2100, bruce.overman@greensboro-nc.gov
CLIENT REFERENCE / CONTACT
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WITHERSRAVENEL // JOINT COMPREHENSIVE LAND USE PLAN UPDATE // PERSON COUNTY & CITY OF ROXBORO 21
E // EXPERIENCE & QUALIFICATIONS
PROJECT HIGHLIGHTS
` `Use of Existing Roadway Corridors
` `Design to DOT Standards
` `Coordination with Multiple
Agencies, including NCDOT
` `Public Workshops & Presentations
` `Environmental Analysis &
Permitting
SUPPLEMENTAL MATERIAL
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E // EXPERIENCE & QUALIFICATIONS
PUBLICINPUT.COM EXPERIENCE
PublicInput.com has been utilized in communities from as small as 600 (Guemes Island,
WA) to as large as 1 million + (Austin, TX) for a wide variety of public engagement initiatives
including land use planning and transportation planning projects. The support team at
PublicInput.com has assisted project teams closely in all of these, and will support the
WithersRavenel team on behalf of the Town of Jamestown in the same fashion. Similar recent
planning projects that the software has been utilized for include:
TRANSPORTATION AND GROWTH MANAGEMENT PLAN UPDATE
TOWN OF SMITHFIELD, NC COMPREHENSIVE
` `2018/19
` `Phases One & Two project websites:
` `https://publicinput.com/2808
` `https://publicinput.com/3876
FUTURE 2040 COMPREHENSIVE PLAN
CITY OF CHARLOTTE, NC
` `Ongoing
` `Online Growth Survey:
` `https://publicinput.com/4554
NY COMPREHENSIVE PLAN
TOWN OF SMITHTOWN
` `Ongoing
` `Project Website:
` `https://publicinput.com/3736
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E // EXPERIENCE & QUALIFICATIONS
CLIENT REFERENCES
At WithersRavenel, the ultimate award is objectives met, results achieved, and clients satisfied. The references provided below
can attest how the quality and timeliness of our work helped them to meet their goals. As a North Carolina-based firm,
WithersRavenel focuses on delivering big city capabilities to smaller North Carolina municipalities. Our clients often attest to our
responsiveness, ability to stay on budget and schedule, and innovative techniques on projects.
Brent Cornelison
Town Manager
Town of Elkin
336-794-6461
bcornelison@elkinnc.org
David Lee
Parks & Recreation Director
City of Wilson
252-399-2262
dlee@wilsonnc.org
Ted Kallam
Engineering Division Manager
City of Greensboro
336-373-2883
ted.kallam@greensboro-nc.gov
Travis Stigge
Parks & Recreation Director
Town of Tarboro
252-641-4276
tstigge@tarboro-nc.com
Jonathan Kanipe
Town Manager
Town of Biltmore Forest
828-274-0824
jkanipe@biltmoreforest.org
Chuck Smith, PLA
VP, Planning & Development
Preston Development Co.
919-481-3000
chuck@prestondev.com
WithersRavenel received a 2019 CX-cellence Award for Innovative Client Experience Strategy in the Client Connectedness Category presented by Client Savvy.
Why Choose WithersRavenel
` `We are excellent at our craft and excellent people. We are passionate
about what we do.
` `Community is one of our five core values. Our dedicated team of planning and
design professionals recognizes the power of community engagement. We believe
in great planning and we believe in this project
` `We are statewide with offices ready to serve you directly.
` `We have every level of expertise needed to execute the project and make
resources available whenever needed.
These values matter to us as much as we believe they matter to you.
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F // FEE PROPOSALJOINT COMPREHENSIVE LAND USE PLAN
City of Roxboro & Person County, NC
Proposal for Professional Services
A. Project Description
This fee proposal is intended to provide the scope of services and associated fees to provide consulting
services per request of the City of Roxboro & Person County .
WithersRavenel will assist in the preparation of a Joint Comprehensive Land Use Plan update and will have
the primary responsibility of developing this document and will work in coordination and consultation with
the Person County Planning and Zoning Department and the City of Roxboro Planning and Development
Department. The plan will be used as a policy document to guide future development decisions.
B. Expenses
Project expenses are included with the compensation for Basic and Additional Services and include expenses
incurred by WithersRavenel or our consultants in the interest of the Project. Typical expenses include but are not
limited to the following:
Courier Trips/Postage/Fed Ex;
Prints/Copies/Maps/Schematics;
Mileage/Travel (for all meetings, site visits, public engagement);
C. Compensation for Services
WithersRavenel proposes to provide the services outlined in Section C for a lump sum amount of Fifty Thousand
Dollars ($50,000.00) as shown below, with the optional use of PublicInput.com which would bring the total to Fifty-
Six Thousand Dollars ($56,000):
Task Number Task Name Fee
Task 1 Project Management and Administration $2,000
Task 2 Existing Plan, Data, and Ordinance Review $7,000
Task 2.1 Site Visits, Stakeholder interviews $4,000
Task 3 Steering Committee Meetings (4) $2,800
Task 4 Workshops (2) Public Meetings (2) $10,000
Task 4.1 Social Media, Website content $2,000
Task 5 Final Presentation to Steering Committee, PB, Governing Boards $2,500
Task 6 Preliminary Joint Comprehensive Land Use Plan/ Alternatives $6,500
Task 7 Final Joint Comprehensive Land Use Plan $11,200
Task 8 Preparing and Printing of Deliverables/Wrapping up Project $2,000
Total $50,000
Optional: Use of PublicInput.com for Surveys $6,000
**This proposal has been provided in good faith and may not be exceeded without being substantiated and mutually
agreed by WithersRavenel and the City of Roxboro and Person County. This proposal is valid one-hundred eighty
(180) days from the RFP closing date of October 2, 2019.
FEE PROPOSAL
263
WITHERSRAVENEL
137 S WILMINGTON STREET, SUITE 200
RALEIGH, NC 27601264
PROPOSAL FOR PERSON COUNTY & CITY OF ROXBORO JOINT COMPREHENSIVE LAND USE PLAN UPDATE
OCTOBER 2, 2019
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Summit Design and Engineering Services
October 2, 2019
Ms. Lori Oakley
Planning Director
Person County
325 S Morgan Street, STE B
Roxboro, NC 27573
Subject: Proposal for Person County & City of Roxboro
Joint Comprehensive Land Use Plan Update
Dear Ms. Oakley,
Thank you for this opportunity to submit a Statement
of Qualifications for the Person County/City of Roxboro
Joint Comprehensive Land Use Plan. I believe you will
find the Consultant Team assembled by Summit Design
and Engineering imminently qualified to provide the
services desired by the County and City as they work
toward developing a new Comprehensive Land Use
Plan.
The planners that are a part of Summit Design and
Engineering bring a wealth of experience in community
development, economic development, project
planning, general planning, and comprehensive and
master planning. Our forte has always been small to
medium-sized towns and cities, though some of our
planning projects are also in communities with 200,000
in population in metro areas of 1 million. We have
significant experience in working in communities that
have been impacted by the loss of furniture and textile
manufacturing and tobacco processing jobs. We enjoy
talking with community residents, not “to” them. We
are strategic thinkers as well as “practical planners”
that focus on both the big goals and doable projects.
Craig Wilson, the Principal Planner for Summit will
serve as the point of contact and the Project Manager,
taking leadership of the overall process and also
playing a major role in community engagement and
developing the growth management, revitalization,
and economic development components of the
Plan. Other Consultant Team members include
Eric Keravuori, a Summit engineer who knows local
government because of his twenty-two (22) years of
experience as the Town Engineer for the Town of Wake
Forest; Lauren White, a great community planner and
researcher; and two of our best GIS technicians, Joel
Webne and Robert Love.
Respectfully submitted,
Richard P. Leone
Senior Vice President
LETTER OF TRANSMITTAL
Primary Contact
Craig Wilson, AICPPrincipal Planner/Planning Manager2201 W. Broad Street, Suite 204Richmond, VA 23220Phone: 804-204-1022craig.wilson@summitde.net
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Letter of Interest
Table of Contents
Introduction...................................................................................................................................................
yy Firm Overview
yy One of our Latest Additions
yy Firm Locations
Work Plan/Technical Approach.................................................................................................................
yy Proposed Work Plan
yy Project Timeline
Consultant Personnel.................................................................................................................................
yy Team Assignments
yy Craig Wilson, AICP
yy Lauren White
yy Joel Webne
yy Robert Love, GISP
yy Eric Keravuori, PE, AICP
yy Team Availability
Experience and Qualifications..................................................................................................................
yy Firm Qualifications for Comprehensive Land Use Planning
yy City of Danville Comprehensive Land Use Plan
yy Town of Richlands Comprehensive Land Use Plan
yy Town of Irvington Comprehensive Land Use Plan
yy Town of Front Royal Land Use Analysis for Potential Boundary Adjustment
Fee Proposal.................................................................................................................................................
yy Fee Proposal
TABLE OF CONTENTS
1
5
11
20
26
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1Summit Design and Engineering Services
INTRODUCTION
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2Summit Design and Engineering Services
FIRM OVERVIEW
Helping our clients succeed has led us to expand from our single corporate office in Hillsborough to 11 offices including North Carolina locations in Raleigh, Charlotte, Pittsboro, Wilmington, Asheville, and Fayetteville, and Virginia offices in South Boston, Franklin, and Richmond.
Summit has over 400 employees organized within 14 departments including:
• Planning - We embrace the belief that planning is a necessary prelude to informed decision making and the successful completion of a project and implementation of a plan. We view planning as a tool for getting dirt turned. Whether it is a strategic plan, market analysis, or project development, it is important that we create plans that lead to projects on the ground. We call this “practical planning,” an approach that helps get plans implemented rather than sitting on a shelf gathering dust. This principle has also fueled our involvement in helping localities develop, apply for, and manage grant-funded projects with specialization in economic development and hazard mitigation funding mechanisms.
• Land Development - In land development, we put our passion for preservation into action. Summit balances ingenuity with the knowledge of project limitations and constraints. Whether it is at pre-development, site programming or site design, designing for constructability, serviceability and sustainability drives our approach. We bring an entrepreneurial spirit grounded in our practical experience with challenging municipal requirements and construction schedules to each design concept. We are prepared to work as part of your team from the beginning of the project till the end to assure the quality of your site remains stable. Our managers will serve as your advocate and creative partner to realize the potential of your ideas.
• Landscape Architecture - We offer the full scope of landscape architectural services associated with the planning, design and development
processes unique to the specific character of each site. We have firsthand knowledge of the implementation and management of the processes involved in successfully providing aesthetic plans for municipalities. Our passion for integrating the natural environment into modern sites to create beautiful landscapes is the driving force behind our landscape architecture department.
• Architecture - We believe architecture is the art of serving others through the design of the built environment. Whether it is through a Design-Build, Design-Bid-Build or other delivery method, our team can create beautiful designs for adaptive re-use, urban in-fill or renovations and additions. We will enrich your community by creating the environment you wish to live, play, and work in.
• Civil Engineering – Summit’s civil engineers are very adept at designing new water, sewer, and stormwater infrastructure and designing upgrades and expansions of older infra-structure. We take great pride in finding creative solutions for public entities to implement needed projects within the fiscal and physical constraints that they face.
• Transportation Design - Our transportation design department is structured to coordinate our in-house expertise to execute public transportation projects. Our engineers are familiar with construction, inspections, contract administration and project certification. Based on our proven construction experience, we know what a well-constructed, landscaped and complete project should look like.
• Other Services:
• Structural Engineering
• ITS/Traffic Engineering
• Survey & Survey Verification
• Geotechnical Engineering
• Construction Engineering and Inspection
• Construction & Maintenance Management
• Construction Materials Testing/Special Inspections (CMT/SI)
• Industrial Coatings
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3Summit Design and Engineering Services
On June 1, 2018 Summit Design & Engineering,
PLLC (“Summit”) announced its acquisition of
Richmond-based Community Planning Partners,
Inc. (CPP), a leader in comprehensive community
and development planning, as part of its growth
plan to enhance Summit’s service offerings and
further expand its reach in Virginia. With Summit’s
office in South Boston and its new location in
Franklin, Virginia, the Richmond location will
serve as the primary office in the state.
Headquartered in Hillsborough, North Carolina,
Summit is known for its experience, quality and
service in engineering, architecture, surveying
construction inspection and many other
disciplines. By bringing on CPP’s expertise and
services, Summit now offers clients a full range of
planning services and can carry out any project of
any scale from beginning to end.
Community Planning Partners, Inc. was founded
as a planning, community development, and
design firm in 1978 as K. W. Poore & Associates,
Inc. Community Planning Partners has provided
a diverse range of services to over 200 public and
private clients throughout Virginia. Community
Planning Partners has offered professional
assistance to local governments and public
agencies in many different fields related to various
aspects of comprehensive planning and zoning,
community development and revitalization,
housing, economic development, market analysis,
flood hazard mitigation, and project funding and
management.
Over it’s 40 years, Community Planning Partners
has offered expertise and assistance in conducting
existing conditions analysis, land use studies,
annexation studies, site planning, capital
improvement planning, economic feasibility
and impact, demographic studies, downtown
revitalization strategies, and redevelopment and
conservation planning.
Throughout the planning, design, and imple-
mentation phases of a project, Summit places an
emphasis on substantive collection and analysis
of community and economic data; visual quality
through design, public input, client interim and
final reviews; project management, monitoring
and inspections; and “hands-on” assistance. In
addition to meeting basic needs of the client, the
work must serve as a legitimate blueprint, a means
to carry a project or program to its successful
completion. The implementation of a plan attests
to its value. Summit is committed to plans which
set clear goals and objectives. In every case, with
every client, our foremost concern is to ensure that
a plan is carried forward and used to its fullest
potential.
ONE OF OUR LATEST ADDITIONS
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4Summit Design and Engineering Services
FIRM LOCATIONS
WHERE WE ARE IN NORTH CAROLINA & VIRGINIA
RALEIGH
ASHEVILLE
CHARLOTTE
PITTSBORO
FAYETTEVILLE
HILLSBOROUGH
SOUTH BOSTON
RICHMOND
FRANKLIN
PERSON COUNTY/CITY OF ROXBORO
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WORK PLAN/TECHNICAL APPROACH
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The following Proposed Work Plan is intended to: a) allow for strong community engagement and future
thinking while at the same time staying grounded to Person County and Roxboro’s existing context and
history; b) provide many touchpoints with the Steering Committee to make sure the final Comprehensive
Plan will help fulfill the vision it has for the community; c) produce a plan that is “meaty” with accomplishable
goals, objectives, and strategies; and d) tell a compelling story via the use of clear and interesting narrative,
detailed maps, and strong graphics.
Getting Started – Kick-Off Meetings
The Consultant Team will meet with the Steering Committee and Key County
and City Staff to gain their insight into what is the target to hit in this round
of Comprehensive Land Use Planning, to set the final work plan and calendar
of events, and to work out the logistics for public participation. (This will be
Steering Committee meeting #1)
Review Current Person County and Roxboro Comprehensive Land Use Plans and
Other Local & Regional Plans
The Consultant Team will review the current Person County and Roxboro
Comprehensive Land Use Plans and review other Person County and Roxboro
Plans including budget reports/audits, zoning and subdivision ordinances, capital
and transportation plans, and regional plans that will help inform the direction
of the Joint Comprehensive Land Use Plan.
________________________
Conduct a Data Inventory and Research Additional Needed Data
The Consultant Team will inventory the existing data that is available and helpful
for informing this round of Comprehensive Land Use Planning and determine
the gaps in data that might require a “bit of digging” and compilation for use in
the planning process and final plan.
Analyze Existing Land Use and Develop Needed Plan Maps
The Consultant Team will conduct the field research needed to create an accurate
Existing Land Use Map that also includes all land uses for projects currently under
construction or in the approval pipeline. Additional maps to be created include:
Natural and Historic Resources Map, Community Facilities Map, Utilities Map,
Transportation/Transportation Plan Map, updated Zoning Maps as needed, and
a Planning Factors/Development Pressure Map.
PROPOSED WORK PLAN
Month 1
Months 1-3
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Gather Community Input #1 – Resident Survey
The Consultant Team will develop and provide an on-line Resident Survey in to be
used in gathering communitywide input regarding the priorities for action during
this round of Comprehensive Land Use Planning. The survey will be posted on the
County and City websites, made available through social media outlets, and also
made available in print for residents who prefer to complete a paper survey or do
not have easy access to a computer. The Consultant Team will compile and analyze
the results of the survey using a program such as Survey Monkey.
________________________
Gather Community Input #2 – Focus Group Meetings
In consultation with Key County and City staff and the Steering Committee, the
Consultant Team will assemble and meet with six (6) to eight (8) Focus Groups by
area of interest such as economic development, real estate, community and social
services, etc. to gather input in their areas of expertise. Sessions with existing
community groups can be substituted as appropriate such as a session with
Chamber of Commerce leaders and members that would cut across a number of
disciplines and interests. The Steering Committee itself will also be one of the
Focus Groups. (This will be Steering Committee meeting #2)
________________________
Compile and Publish an Existing Conditions Report
Based on their own research, a review of the current existing conditions, and
input from the Resident Survey, the Consultant Team will compile and publish an
Existing Conditions Report for use in the final Comprehensive Land Use Plan and
as a data brief and PowerPoint presentation as a discussion starter for upcoming
Comprehensive Planning Workshops. The maps developed to date will be published
as display maps for use in the Comprehensive Planning Workshops.
________________________
Gather Community Input #3 – Comprehensive Planning Workshops
The Consultant Team will facilitate three (3) to four (4) Comprehensive Planning
Workshops open to the community at different times of the day and in different
locations in order to encourage and enable participation and to make sure
attendance at any one forum is not overwhelming. These forums will be conducted
in two parts. The first part (1/2 hour) will include brief “tidbits” from the Existing
Conditions Report. The second part (1 hour) will utilize interactive small groups
gathered around key interests that have been pre-determined in advance by the
Consultant Team in consultation with the Steering Committee. Several City and
County staff will need to be available to help facilitate the table discussions.
Month 3
Month 6
Month 4
Month 5
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Seek Strategic Alignment – Establishing Goals, Objectives, and Strategies
The Consultant Team will develop a set of goals, objectives, and strategies using
an annotated outline format and a gridded, abbreviated format for presentation to
and consideration by Key County and City Staff and the Steering Committee, and
the Planning Boards if deemed appropriate at this point in the process. Because
these goals, objectives, and strategies form the heart of the actionable portion of
the plan, it is important for them to be properly vetted before inclusion in the final
Comprehensive Plan. (This will be Steering Committee meeting #3)
________________________
Prepare Future Land Use Map and Growth & Development Policies
Based on the collected data, information, and community input, the Consultant
Team will prepare the Future Land Use Map showing areas targeted for development
and develop an accompanying set of policies to guide growth and development
for both the targeted areas and the remainder of Person County and the City of
Roxboro.
________________________
Identify Zoning Ordinances and Development Regulations for Revision
The Consultant Team will lay the emerging Comprehensive Land Use Plan alongside
the City and County’s zoning ordinances, subdivision ordinances, and development
regulations to see where the “pinch points” may be and will compile a list of
recommendations for the revision of the zoning ordinance, subdivision ordinance,
and/or development regulations in support of the Joint Comprehensive Land Use
Plan. As appropriate, the Consultant Team will develop illustrative materials to
communicate clearly the changes that are envisioned.
Delineate Probable Capital Improvement Costs
For those major strategies that will require the investment of significant capital
funds, the Engineer on the Consultant Team will develop a first level delineation
of the probable cost for the improvement. This does not take the place of the
regular Capital Improvement Planning process, but it will help inform that process
and anchor these strategies in the real world of dollars, cents, and budgets. As
appropriate, the Consultant Team will map and develop preliminary conceptual
designs/layouts to communicate clearly the capital improvements that are
envisioned.
Write and Compile the Draft Comprehensive Plan
Month 9
Months 7-8
Month 10
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The Consultant Team will complete the full draft of the Joint Comprehensive Land
Use Plan and review it with Key Staff, the Steering Committee, and Planning Boards
for editing. (This will be Steering Committee meeting #4)
________________________
Gather Community Input #4 – Public Meetings
The Consultant Team will develop a 4-page summary “slick” of the Joint
Comprehensive and a PowerPoint presentation for presentation at two (2) Public
Meetings. Any final input from the public will be gathered and utilized to make
final edits to the Plan in consultation with Key Staff and the Steering Committee.
________________________
Complete All Edits and Present the Comprehensive Plan for Approval
The Consultant Team will complete all edits of the Joint Comprehensive Land Use
Plan and present the plan to the Person County and Roxboro Planning Boards and
Governing Bodies.
Final deliverables will include:
yy Twenty (20) printed bound copies of the Joint Comprehensive Land Use Plan.
yy A digital version of the Joint Comprehensive Land Use Plan for easy printing
and web viewing.
yy Printed and digital versions of all maps for web viewing and in GIS format.
Month 11
Month 12
Months 13-14
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10Summit Design and Engineering ServicesPROJECT TIMELINEMONTHONE1 1 1 1 1 1 1 1 1 12 2 2 2 2 2 2 2 2 23 3 3 3 3 3 3 3 3 34 4 4 4 4 4 4 4 4 4MONTHTWOMONTHTHREEMONTHSEVENMONTHFOURMONTHEIGHTMONTHFIVEMONTHNINEMONTHSIXMONTHTENTASKKICK-OFF MEETINGSRESIDENT SURVEYDATA INVENTORY AND RESEARCHCOMPILE/PUBLISH EXISTING CONDITIONS REPORTREVIEW OF CURRENT PLANSFOCUS GROUP MEETINGSEXISTING LAND USE MAPPINGCOMPREHENSIVE PLANNINGWORKSHOPSSTRATEGIC ALIGNMENT - GOALS, OBJECTIVESAND STRATEGIES1 12 23 34 4MONTHELEVENMONTHTWELVE1 12 23 34 4MONTHTHIRTEENMONTHFOURTEENREVISISIONS TO ZONING AND DEVELOPMENT REGULATINSPUBLIC MEETINGSFUTURE LAND USE AND GROWTH POLICIESWRITE/COMPILE DRAFT COMPREHENSIVE PLANCAPITAL IMPROVEMENT COSTSPLAN APPROVAL277
11Summit Design and Engineering Services
CONSULTANT PERSONNEL
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TEAM ASSIGNEMENTS
Personnel Role
Craig Wilson, AICP Lead Planner/Project Manager
Location Contact Info
Richmond, VA craig.wilson@summitde.net804-204-1022
Lauren White Community Engagement/Researcher Richmond, VA lauren.white@summitde.net804-204-1022
Robert Love, GISP Zoning/Land Use South Boston, VA robert.love@summitde.net434-575-0617
Craig Wilson, AICP, will manage the project and take
the lead in all planning activities for the Person
County/Town of Roxboro Joint Comprehensive Land
Use Plan including the growth scenario planning
and the development of the Future Land Use Map.
Mr. Wilson will be the main point of contact for the
project and lead all planning sessions with Key Staff,
the Steering Committee, Planning Board, and Board
of Commissioners. Mr. Wilson will provide overall
leadership to the project and be in charge of developing
the plan to serve the needed purposes of the community
and framing the vision, goals, objectives, and policies
that emerge from the planning process. Mr. Wilson will
take the lead in all community engagement activities.
Mr. Wilson will also work on the economic development
portions of the plan and serve as the primary writer of
the Comprehensive Land Use Plan narrative.
Lauren White will serve as the Assistant Project
Manager. She will be in charge of gathering the data
and conducting the research required to inform
the decision-making inherent in developing a
comprehensive land plan. Ms. White will be in charge of
preparing, publishing, and compiling the surveys used
in the planning process into a “user-friendly format
for inclusion in the Comprehensive Land Use Plan. She
will work on the housing and community development
portions of the plan. She will assist with all community
engagement activities and be in charge of compiling the
data and information that flows from them. Ms. White
will serve as writing assistant for the Comprehensive
Land Use Plan narrative.
Joel Webne will be the lead technician for all GIS and
mapping for the Comprehensive Land Use Plan and help
develop, along with the Team’s Landscape Architect, the
graphic elements of the Plan. Mr. Webne will take the
lead, assisted by other Team members, in conducting
the field work and compiling the data needed to create
an accurate set of maps for the plan. He will prepare any
needed display maps and graphics, assemble and publish
any interim reports, the final Comprehensive Land Use
Plan in printed and digital format, and oversee a smooth
transfer of the collected data, maps, and graphics back
to the localities for future use.
Robert Love, GISP will assist Mr. Webne with the GIS-
based portions of the plan, particularly “riding shotgun”
for the field work required to update the Existing Land
Use map and other plan maps. Mr. Love will also review
the current Zoning and Subdivision Ordinances in order
to evaluate their effectiveness in supporting the goals
Eric Keravuori, PE, AICP Capital Improvement Planning Raleigh, NC eric.keravuori@summitde.net919-322-0115
Joel Webne Graphics/GIS/Mapping Richmond, VA
joel.webne@summitde.net804-204-1022
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13Summit Design and Engineering Services
and objectives of the emerging Comprehensive Land
Use Plan and propose recommended changes in support
of the plan for review by the Steering Committee.
Eric Keravuori, PE, AICP, will delineate the probable
capital improvement costs associated with any major
capital improvements that emerge from this round of
planning. Mr. Keravuori will assist with all other planning
activities as needed and as various public improvements
emerge from the planning process, Mr. Kearavuori will
review them for their technical feasibility, examine
the engineering required, and develop probable cost
scenarios. Mr. Kearavuori will work with Mr. Wilson in
developing the implementation strategies to be included
in the plan and provide advice as to their funding and
scheduling as a part of setting them up for inclusion in
and future Capital Improvement Plan.
Landscape Architecture, Architecture & Engineering Techs
Project leadership can call on the many architects,
engineers, technicians, and other support staff that
Summit has on staff. With over sixty (60) architects,
engineers, and supporting technicians, Summit has the
capacity needed to develop strong conceptual designs
and plans that match-up with Comprehensive Land Use
Plan goals, objectives, and strategies as they emerge
during the planning process.
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Strasburg Downtown Revitalization Project
Craig Wilson, aiCPPrincipal Planner
BACKGROUNDMr. Wilson serves as the Principal Planner/Planning Manager for the firm. Planning is a second career for Craig, having previously served in inner-city ministry for 9 years and as a denominational administer for 18 years. He holds a Master’s in Urban
Regional Planning from VCU and is an AICP certified planner.
Craig focuses on comprehensive and master planning and economic development with particular expertise in downtown revitalization and project feasibility studies. His most recent downtown revitalization projects have included economic
restructuring plans and project planning and management for the Towns of Appomattox, Lebanon, Stanardsville, Strasburg, and Front Royal in Virginia. He has recently completed feasibility studies for the redevelopment of a defunct sawmill on the edge of downtown Martinsville and an old electric railroad station in Richmond.
Craig led the comprehensive land use planning work in Danville, Richlands, and Irvington in Virginia. Danville is still working hard to recover from having lost Dan River Mills many years ago. The main goal for Danville’s current plan was to develop land use policies that would push new development from the fringes of the community where services were hard to provide to its core where the downtown and
many of its neighborhoods are in need of redevelopment. Craig was also involved in the subsequent development of a master plan and a combined redevelopment and conservation plan for the City’s Monument Street entrance corridor.
In 2018, Craig led a team of Summit planners, architects, and engineers in developing
a Comprehensive Master Plan for the Chesapeake Redevelopment and Housing Authority for the redevelopment and repositioning of its key public and affordable housing complexes, particularly focusing on the development pro formas and financing needed to make the projects possible.
Related Experience
EducationMaster of Urban and Regional Planning, Virginia Commonwealth University, 1995
Master of Theology, New Orleans Baptist Theological Seminary, 1979
Bachelor of Arts in Psychology, University of South Florida, 1976
ProfEssional rEgistrationAmerican Institute of Certified Planners
American Planning Association, National & Virginia Chapters
locationRichmond, VA
City of DanvilleComprehensive Land Use PlanTown of IrvingtonComprehensive Land Use Plan
Town of RichlandsComprehensive Land Use Plan
RESUME
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15Summit Design and Engineering Services
Related Experience
Chesapeake Redevelopment and Housing Authority Strategic Master PlanEast Atlantic Street neighborhood Revitalization Project
RESUME
EducationBachelor of Science in Environmental Policy and Planning, Virginia Tech, 2013
ProfEssional rEgistrationAmerican Planning Association, National & Virginia Chapter
locationRichmond, VA
lauren WhitePlanner
BACKGROUND
Lauren has over five years’ experience in the urban planning field. Throughout her career Lauren has specialized in comprehensive land use planning, community engagement and
grant management. She has worked with non-profit, local and federal entities to improve the quality of life for citizens through urban planning. She holds a Bachelor of Science degree in
Environmental Policy and Planning from Virginia Tech. Prior to joining CPP, Lauren worked for James City County, VA as a Planner where she was responsible for implementing the goals and
strategies of the Housing and Community Engagement sections of the locality’s comprehensive land use plan through engagement with residents to set community goals, identifying and
applying for funding mechanisms, and identifying and creating policy and zoning updates.
Hampton Redevelopment and Housing Authority sought to revitalize its historic Olde Hampton neighborhood which consists of residential, commercial and community uses while
preserving and improving the existing housing stock. The firm developed a conservation and redevelopment plan that included strategies and recommendations for the revitalization of
the neighborhood. The firm also facilitated a comprehensive review of the public housing and other affordable housing communities owned and operated by the CRHA and developing plans
and recommending strategies to reposition and revitalize these communities. Ms. White was responsible for research, data analysis and document preparation for this project.
Currently the firm is working with the Danville Neighborhood Development Corporation to
complete three neighborhood assessments and revitalization plans for three target area. Once complete, the plans will synthesize qualitative and quantitative data, including a physical
needs assessment, into a comprehensive report that clearly addresses the physical needs of the target area with a focus on improving residential and economic conditions. The project also
includes a robust community engagement process to assist residents with setting appropriate and actionable goals with funding strategies to create a more desirable and economically
vibrant community. In her role as project manager, Lauren is responsible for research and data analysis, engaging stakeholders, and the overall successful implementation of the project. The
revitalization plans will be complete by June 2019.
Danville Neighborhood Development Corporation Neighborhood Assessment Hampton Redevelopment and Housing Authority Housing Needs Assessment
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16Summit Design and Engineering Services
Related Experience
RESUME
Joel WebneGraphics/GIS/Mapping
BACKGROUNDMr. Webne has served as the graphics coordinator for 19 years with the firm. This includes being responsible for the design of graphic displays, presentations and drafting/creation of maps specific to various stages of market studies, community development and planning for target sites associated with Community Improvement Grant Applications, Comprehensive Land Use Plans, Housing Studies, Downtown Revitalization and other special projects. Mr. Webne also provides computer/technical assistance, support in the designs used for company-wide marketing materials and specialized studies of areas within Community Development Block Grants.
Additionally, Mr. Webne serves as the Firm’s Labor Compliance Officer and is responsible for monitoring Contractor and Subcontractor activity to ensure that they comply with Federal and/or State labor requirements that are applicable to their respective funded projects, including but not limited to the following: A. Davis -Bacon and Related Acts; B. Section 3 of the Housing & Urban Development (HUD) Act of 1968; C. Contract Work Hours and Safety Act; D. Copeland Anti-Kickback Act; and E. State Labor Law.
EducationBachelor of Science in Interior Design, University of Bridgeport, 1992
Post-Graduate Certificate in GIS, Virginia Commonwealth University, 2015
rElatEd skillsARC GISSketchUpAdobe Creative Suite Exterior and Interior RenderingFreehand Mechanical DraftingSpace Planning
continuing EducationEMI Course E0313: Basic Hazus Multi-Hazards, 2013
Introduction to SketchUp for Landscape Design, University of Richmond, 2011
Introduction to SketchUp for Urban Planners, Virginia Commonwealth University, 2011
locationRichmond, VA
Washington Mills Conceptual Site StudyLynchburg Conceptual Brewery Site Sketch
Potential Redevelopment ConceptStant and Jones SiteFries Market Suitability Map
Existing Land Use MapZoning Classifications Map
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17Summit Design and Engineering Services
robert love, gisPZoning/Land Use
BACKGROUNDMr. Love, GISP, has over 21 years of experience providing planning and zoning administration to municipalities. Mr. Love has used GIS software for the better part of two decades. He is fluent in ArcGIS and Autocad Civil 3D with an emphasis on
project management and using GIS in real world applications, such as identification of public utilities and land use planning.
Mr. Love currently provides regular CAD work and engineering support services where he coordinates with clients on project status and updates. He is directly
responsible for Due Diligence research and determination of project viability reporting; completes Zoning and Use permit applications; is a liaison with all state and local approving agencies on project permitting, and works with the Planning Department of Summit on grant administration.eduCationA.A.S. Applied Science, Southside Virginia Community College, Keysville, VA, 1991
ProfEssional cErtifications Certified Geographic Information Systems Professional
GIS/Mapping: Completed certifications of GIS software from both Autodesk Autocad Map and ESRI ArcGIS
loCationSouth Boston, NC
RESUME
Related Experience
VA Planning and Zoning Administrator, Halifax County, Aug 2007 to Apr 2015.Mr. Love was responsible for overall Planning and Zoning needs of Halifax County, Town of Scottsburg and Town of Virgilina. Served as Subdivision Agent in reviewing and approving plats and plans of development. Worked closely with the public and developers in the construction of new residential and commercial projects. Supervised and oversaw GIS and IT staff in day to day technology infrastructure needs. Staff to the Planning Commission.
VA GIS Coordinator, Halifax County, Jan 1998 to Jul 2007Mr. Love developed the GIS Program for Halifax County including creation of County-wide data layers, and also hiring, training and supervising part-time interns. Advised use and provide initial training of GIS technology to various County staff and departments. Directly responsible for meeting the primary environmental GIS needs for the County organization including mapping analysis, staffing, budgeting, and outreach. Created and maintained maps for reports and presentations as well as court cases. Documented work procedures, organized and created a system for managing spatial data. Written both general technology grants and mapping related RFPs as well as the management of all geospatial projects and contract work with consultants. Implemented and maintained the Countywide webGIS site. Administered a GIS-based building permitting and inspections program for the County. Co-founded the Southside GIS User Group along with jurisdictions in Southern Virginia in a continuing effort in order to advance geospatial technology in the region.
VA Planning Technician, Halifax County, Feb 1995 to Jan 1998Mr. Love maintained, updated, and assigned new structure number addresses. Answered, troubleshot, and corrected any problems relating to E911 dispatch problems in reference to addressing, mapping, or emergency service number irregularities. Performed on-site field verifications related to E911 addressing. Answered questions pertaining to the county 911 system in general. Provided flood plain, census tract and zoning determinations on county properties. Answered other general questions pertaining to county zoning and subdivision ordinances. Produced various new digital maps and ongoing development of the county Geographic Information System, post-meeting agendas and lists of elected officials to Halifax County government website and maintained various other county sponsored internet websites. Directly involved in determining all computer equipment needs for the county GIS/E911 mapping system as well as other office computers and networks, including writing bid specifications and installation of such systems and related hardware. Troubleshooting and repair of any computer malfunctions and/or breakdowns.
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18Summit Design and Engineering Services
eriC Keravuori, Pe, aiCPProject Manager
BACKGROUNDMr. Keravuori recently joined Summit after spending 22 years as the Director of Engineering for the Town of Wake Forest. With Summit, Eric serves as a Municipal Project manager who focuses on building strong relationships with North Carolina
municipalities through exceptional project delivery and business development efforts.
While with the Town of Wake Forest, Mr. Keravuori and his department were responsible for the Town’s streets, sidewalks, greenways, bus service, traffic
issues, new development and capital projects. Some of his bigger projects included managing construction and inspections of the widening of South Main St. (US1A), new alignment of Grandmark Ave. extension, new alignment and sidewalk on Chalks Road, Durham Road Safe Routes to School improvements, approximately one mile of Smith Creek Greenway, which included three pedestrian bridges and overseeing
many multi-million-dollar paving and rehabilitation contracts. He was responsible for planning and budgeting the human and financial resources for all the mentioned operations.
• Franklin Street Streetscape - Wake Forest, N.C.• Chalks Road Realignment - Wake Forest, N.C.
Related Experience
eduCationM.B.A. Campbell University, 1999
B.A. Mathematics, University of North Carolina Wilmington, 1990
Professional registrationProfessional Engineer in North Carolina, License No. 022892
Professional Engineer in Virginia, License No. 30464
American Institute of Certified Planners, AICP No. 022663
loCationRaleigh, NC
RESUME
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19Summit Design and Engineering Services
The Consultant Team is committed to completing the plan within a 12-month project schedule and would
remain available after adoption of the plan for any continued assistance that would be needed.
The Summit staff assigned to the Person County/Roxboro Comprehensive Land Use Plan will have the following
availabilities:
Craig Wilson, AICP 33% over the 12-month project schedule
Lauren White 50% over the 12-month project schedule
Joel Webne 50% over the 12-month project schedule
Robert Love, GISP 50% over the 12-month project schedule
Eric Keravuori, PE, AICP 20% over the 12-month project schedule
As the comprehensive planning process unfolds, if an additional discipline and/or skill set is needed because
the focus of the plan has shifted or an unforeseen issue arises, we have a very large and skilled staff across
Summit’s North Carolina and Virginia offices who can be added to the work as needed.
TEAM AVAILABILITY
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20Summit Design and Engineering Services
EXPERIENCE AND QUALIFICATIONS
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21Summit Design and Engineering Services
Firm’s Previous Work on Similar Projects
The planning staff that is now a part of Summit Design
and Engineering has led numerous comprehensive land
use planning projects. The three most recent, Danville,
Richlands, and Irvington are described below.
Danville is still working hard to recover from having
lost Dan River Mills many years ago. The main goal
for Danville’s current Comprehensive Land Use Plan
was to develop land use policies that would push new
development from the fringes of the community where
services were hard to provide to its core where the
downtown and many of its neighborhoods are in need
of redevelopment. Firm planners were also involved
in the subsequent development of a master plan and a
combined redevelopment and conservation plan for the
City’s Monument Street entrance corridor.
Richlands is on the edge of the coalfields of Southwest
Virginia and has experienced significant economic
stress as the coal industry has waxed and waned. The
community has an aging housing stock and limited new
retail. Richlands is also impacted by the amount of land
constrained by severe slopes and the floodplain of the
Clinch River. At the same time, it is one of the bigger
communities in Southwest Virginia, is home to a regional
hospital, is benefiting from the fracking of natural gas,
and is experiencing a growth in tourism due to the new
Clinch River Blueway and Trail. Planners incorporated
existing transportation plans into the Comprehensive
Land Use Plan, including the further development of
the Town’s portion of the Clinch River Trail. Building
conditions were addressed through recommendations
related to pursuing specific Community Development
Block Grant projects. Planners developed a detailed
series of maps that examined slopes vs. suitability for
construction in a tough economy. In conjunction with
developing the Richlands Comprehensive Land Use
Plan, planners also compiled a Boundary Adjustment
Feasibility Study for consideration by the Town Council.
Irvington is a small Chesapeake Bay community that is
known for its charm and as the location of the Tides
Inn, a very high-end hotel, restaurant, and spa on
the Bay. Town leaders were seeking to maintain the
community’s charm while at the same time channel
some of the growth pressure that was developing as
the nation was coming out of the recent recession.
Planners developed the Irvington Comprehensive Land
Use Plan and subsequently helped develop a Planned
Unit Development ordinance at the request of the
Planning Commission to provide alternative means of
developing a large swath of vacant land that looked like
it was going to slowly develop with one single-family
house at a time. Unfortunately, the PUD ordinance met
opposition from community residents that did not want
to see any growth at all and was defeated.
Project sheets with reference contact information for
these three comprehensive land use plans are included
following this page.
FIRM QUALIFICATIONS FOR COMPREHENSIVE LAND USE PLANNING
Experience with Public Engagement
Summit planners approach every planning project
with the understanding that effective engagement
and collaboration between local government and its
residents are powerful tools to ensure buy-in and the
long-term success of any plan. The planners that have
come over to the staff of Summit Design and Engineering
have many years of experience with public engagement.
Staff have been very successful at pulling in citizens to
public meetings and hearings, conducting interviews
and forums, and designing and implementing surveys
whether on paper, in-person and door-to-door as
is needed for community development projects, or
through digital means. Additionally, Summit planners
are adept at leading strategy sessions and decision-
making processes with elected and appointed officials,
who always get the last word as to whether a report,
plan, or project actually makes a difference.
Danville Residents Participate in
Comprehensive Land Use Plan Workshop
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22Summit Design and Engineering Services
Overview
The City of Danville was working hard to develop economically and
needed to update its Comprehensive Land Use Plan in order to bring
aggressive economic development and sound land use development
practices together into a cohesive document. The plan places an
emphasis on strong visual presentation that is accessible to the public.
Approach
Summit Design and Engineering Services was able to improve on the
most recent Comprehensive Land Use Plan by including a stronger
emphasis on visual communication through mapping and graphics and
clearly outlined objectives, strategies, and actions for economic growth
and land use.
Through seeking stakeholder input from elected officials, public and
private economic interests, and the general public, the plan sought to
bring in a wide range of stakeholders. The resulting plan will enable
the City to develop outlying parcels of land and redevelop existing
properties in a manner that is cohesive with a citywide vision.
Contact:Earl B. ReynoldsDeputy City ManagerCity of Danville 427 Patton StreetDanville, VA 24541Phone: (434) 799-5100earl.reynolds@danvilleva.gov
Contract Dates:
September 2009 - March 2013
Contract Amount:$66,000
CITY OF DANVILLE - COMPREHENSIVE LAND USE PLAN
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23Summit Design and Engineering Services
Overview
The Town of Richlands was at a cross-roads in its history. On the edge
of Virginia’s coal region, the Town has benefited from the natural gas
exploration and drilling in the area and had a chance to benefit from the
relocation of businesses from deeper in coal country to its major cross-
roads location. However, develop-able land not constrained by steeps
slopes and the floodplain of the Clinch River was at a premium.
Approach
The firm conducted extensive community engagement through an
online survey and a public input meeting with various issues stations
that generated very a very lively discussion. The firm also did an
extensive analysis of current land use, zoning, and slopes/ floodplains
utilizing a technique created by the firm for more accurately
pinpointing the constrained land. These analyses were followed up
by the development of goals, objectives, and strategies aimed at kick-
starting the Town’s economic development efforts through better land
use policies and zoning, more robust capital improvement planning,
and the implementation of a series of key grant-fundable projects.
Contact:Timothy TaylorTown ManagerTown of Richlands200 Washington SquareRichlands, VA 24641(276)964-2566ttaylor@richlands-va.gov
Contract Dates:
March 2014 - July 2017
Contract Amount:$59,720
TOWN OF RICHLANDS - COMPREHENSIVE LAND USE PLAN
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24Summit Design and Engineering Services
Overview
Irvington, Virginia, a Town of approximately 650 residents, is located
in Lancaster County on Virginia’s “Northern Neck.” Identified by its
waterways and related functions, Irvington is viewed as a small village
community that serves a majority retired and seasonal population.
Unique among other towns in Lancaster County, Irvington has remained
a historic small town village community. The Town has also retained
a flavor of its earlier water-related history both in the structures and
the uses that continue into the present. Because of its presence on the
water and small town ambiance, the Town has found itself encountering
rapid growth advancing from the north and east.
Approach
Summit Design and Engineering Services prepared the Comprehensive
Land Use Plan in cooperation with community leaders. Working closely
with members of the Planning Commission, Town Council, and Town
staff, existing conditions were analyzed, goals and objectives identified,
and recommendations developed for the future. The plan focused on
intelligent utilization of the land in a manner that meets the needs
of the population while at the same time protecting and preserving
Irvington’s historic quality and character. It also served to maintain
the area’s high quality of life through a series of goals and objectives
along with implementation strategies. The firm subsequently developed
a Planned Unit Development (PUD) ordinance to potentially utilize in
developing several large vacant parcels.
Contact:Bob HardestyTown AdministratorTown of Irvington235 Steamboat Rd.Irvington, VA 22480(804)438-6230info@irvingtonva.org
Contract Dates:
April 2016 - April 2017
Contract Amount:$24,960
TOWN OF IRVINGTON - COMPREHENSIVE LAND USE PLAN
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25Summit Design and Engineering Services
Overview
The Town of Front Royal in the Northern Shenandoah Valley had been
impacted by the growth of big box retail that developed to the north of
Town along the U.S. 340/522 corridor that pulled retail activity away from
the Town. Additional growth in the corridor also included very sizeable
industrial facilities because of the existence of a Port of Virginia Inland
Port container transfer facility that was constructed along the Norfolk
Southern rail line in the area. The Town was providing water and sewer
utilities to the area, but was not able to take advantage of the tax base
represented by the growth in the corridor.
Approach
Summit Design and Engineering Services was a part of a consultant
team that prepared a Boundary Adjustment Feasibility Study for the
Town Council and Town Attorney to determine the efficacy of moving
forward with a boundary adjustment. Summit’s role was to verify the
Town’s current Land Use Map and conduct the field work and develop
a Land Use Map for the potential annexation area. The firm further
studied and mapped the current zoning for all vacant land in the
Town and the study area and created an overlay map of the slope and
other environmental conditions within the Town and the study area to
determine the amount of vacant land suitable for development in both.
Finally, the firm examined the business development trends in both the
Town and surrounding Warren County by examining records available
from the Auditor of Public Accounts and other data, particularly business
-related tax revenue, real estate tax revenue, and traffic counts.
The final outcome of the study process was that the Town decided to
not move forward with the boundary adjustment because the shift
from out-of-town water
and sewer rates that it was
able to charge in the study
area per Virginia statute
to in-town rates if the area
was brought into the Town
outweighed the additional
tax revenue the Town might
receive from annexation
Contact:
Jeremy F. Camp
Planning Director
102 E. Main Street
Front Royal, VA 22630
540-631-2787
jcamp@frontroyalva.com
Contract Dates:
January -July, 2015
Contract Amount:
$24,700
TOWN OF FRONT ROYAL - LAND USE ANALYSIS FOR POTENTIAL BOUNDARY ADJUSTMENT
Table 3 - Existing Land Use by Acreage Route 340/522 Corridor
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26Summit Design and Engineering Services
FEE PROPOSAL
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27Summit Design and Engineering Services
The basic fee proposal for developing the Person County-City of Roxboro Joint Comprehensive Land Use Plan is
$95,000, plus $5,000 for travel and hospitality expenses, and $2,000 for printing of presentation maps and other
documents for a total fee of $102,000.
If the County and City wish to include illustrative material and preliminary conceptual designs/layouts into the
Comprehensive Land Use Plan as delineated under “Identify Zoning Ordinances and Development Regulations
for Revision” and “Delineate Probable Capital Improvement Costs” in the Work Plan, these additional services
would likely be in the $7,500 to $15,000 range depending on the extent and nature of the material requested. As
examples, several basic line drawings to illustrate provisions of the zoning and subdivision ordinances would
be very inexpensive (less than $500). A basic concept plan for a newly envisioned Person County park might be
$2,000, but could be as much as $5,000 for a more detailed concept plan where evaluating contours would be
integral to laying out a workable design.
FEE PROPOSAL
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AGENDA ABSTRACT
Meeting Date: November 18, 2019
Agenda Title: Resolution Establishing 2020 Schedule of Regular Meetings for
the Person County Board of Commissioners
Summary of Information: North Carolina General Statute 153A-40 requires the Board of
Commissioners to hold a regular meeting at least once a month. Before the Board is a Resolution
Establishing 2020 Schedule of Regular Meetings.
Note: the Board will hold its regular scheduled meetings in its usual Boardroom, Room 215 in the
County Office Building unless otherwise posted. As recommended on the Schedule of Meetings, to
accommodate attendance, Local Government Day Board meetings will be held off-site as the same is
done for the Budget Public Hearing.
There is no conflict with the proposed schedule related to the following conferences:
NACo Legislative Conference Feb 29 - March 4 in Washington DC
NACo Annual Conference July 17- 20 in Orlando, FL
NCACC Conference August 13-15 in Concord, NC
Recommended Action: Consider the proposed dates and take action to adopt a Resolution
Establishing 2020 Schedule of Regular Meetings so to cause copy of such to be distributed and
posted on the bulletin board and county website.
Submitted By: Heidi York, County Manager
295
Resolution Establishing
2020 Schedule of Regular Meetings for the
Person County Board of Commissioners
WHEREAS, the Person County Board of Commissioners meets in the Commissioners' Room 215 in the
Person County Office Building, located at 304 S. Morgan Street in Roxboro, North Carolina, unless
otherwise noted below; and
IT IS, THEREFORE, RESOLVED, by action of the Person County Board of Commissioners the following
Schedule of Regular Meetings for 2020 is set forth as following:
January 6, 2020 7:00 p.m.
January 21, 2020 (Tuesday) 9:00 a.m.
February 3, 2020 (Board Retreat) 9:00 a.m. Transit & Development Bldg.*
February 18, 2020 (Tuesday) 9:00 a.m.
March 9, 2020 (Local Gov’t. Day) 9:00 a.m. County Auditorium**
March 23, 2020 9:00 a.m.
April 6, 2020 7:00 p.m.
April 20, 2020 9:00 a.m.
May 4, 2020 7:00 p.m.
May 18, 2020 9:00 a.m.
June 1, 2020 7:00 p.m. County Auditorium**
June 15, 2020 9:00 a.m.
July 13, 2020 9:00 a.m.
August 3, 2020 7:00 p.m.
August 17, 2020 9:00 a.m.
September 8, 2020 (Tuesday) 7:00 p.m.
September 21, 2020 9:00 a.m.
October 5, 2020 7:00 p.m.
October 19, 2020 9:00 a.m.
November 16, 2020 (Local Gov’t. Day) 9:00 a.m. County Auditorium**
December 7, 2020 7:00 p.m.
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*Transit and Development Building located at 303 S. Morgan St., Roxboro, NC 27573, in the Huck
Sansbury Complex.
**County Auditorium is located within the County Office Building located at 304 S. Morgan St., Roxboro,
NC 27573
BE IT FURTHER RESOLVED that a copy of this Resolution shall be posted on the Board of
Commissioners’ bulletin board located outside the Commissioners’ meeting room 215 of the County Office
Building at least ten (10) days before the first meeting to which it applies, and that a copy of this
Resolution shall be posted on the County website and distributed with the Sunshine email group.
Adopted this, the 18th day of November 2019.
__________________________________
David B. Newell, Sr., Chairman
Person County Board of Commissioners
Attest:
__________________________________
Brenda B. Reaves, NCMCC, MMC
Clerk of Board
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