SOUTH SANTA ROSA SPECIAL AREA PLAN

SCOPE OF WORK

 

 

 

 

 

 

 

 

 

 

 

 

 

EXIBIT A

 

 

 


Text Box: SCOPE OF WORK AGREEMENT
Between
SANTA ROSA COUNTY BOARD OF COUNTY COMMISSIONERS
and
PBS&J


 

 

 

 

 

 

Text Box: I.      STATEMENT OF WORK 

 

 


A.                 General Project Description

 

The Santa Rosa County Board of County Commissioners (hereinafter CLIENT) will engage the professional land planning, design, economic, Geographical Information Systems (GIS), and public involvement/consensus building services of PBS&J (hereinafter CONSULTANT) to prepare and conduct a Special  Area Plan report and study (hereinafter PROJECT).  The overall project limits are generally defined as the area along the US 98 corridor between the Okaloosa County Line and the City of Gulf Breeze incorporated city limits. This area, shown in Attachment 1, is commonly referred to as the Peninsula to the west and as Navarre on the eastern end. 

 

There are also currently three (3) additional projects underway that will serve the citizens of Santa Rosa County and that will affect this project: 1) the Highway 98 Corridor Management Study being conducted jointly by the West Florida Regional Planning Council and HDR; 2) the Evaluation and Appraisal Report based amendments to the adopted Santa Rosa County Comprehensive Plan; and 3) the overall County Geographic Information System (GIS) implementation project being conducted jointly by the County, the US Army Corps of Engineers, and 3001, Inc.  PBS&J shall be responsible for the appropriate coordination of their work with these aforementioned projects.

 

Santa Rosa County shall provide contract administration that includes, but is not limited to project coordination, plan review, review and approval of modifications to the scope of work plan or schedule, and review and approval of invoices.  Santa Rosa County reserves the right to contract certain portions of the work known as “contract administration”. If needed the County will be responsible for certain portions of the work, including assisting with “in-house” or unoriginal data collection and coordination of the public involvement portions of this project.

 

 

 

 

 

Text Box: II.      SCOPE OF SERVICES 

 


A.                 County Objectives

 

Prepare a Special Area Plan that at a minimum:

 

§         Enhances the quality of life and provides for community development in the fastest growing portion of Santa Rosa County

 

§         Incorporates community wide public involvement exercises in order to provide a true “community based plan” as the final product

 

§         Includes input solicited from the Florida Department of Transportation, the West Florida Regional Planning Council, the Florida Department of Environmental Protection, and the US Army Corps of Engineers.

 

§         Meets the requirements of Rule 9J-5.0055 and Rule 9J-5.019, Florida Administrative Code.

 

§         Maps and analyzes future land use intensities and densities including a build out analysis of the peninsula.

 

§         Contains functional and community accepted urban design criteria.

 

§         Provides for an economically feasible and fiscally sound capital improvement program.

 

§         Coordinates the growth and development of the peninsula with that of other areas of the County, the City of Gulf Breeze, the military, Escambia County and Okaloosa County.

 

§         Coordinates with the Highway 98 Corridor Management Study, the Santa Rosa County Land Development Code update,  and  the Santa Rosa County Comprehensive Plan Evaluation and Appraisal Report Update.

 

B.                Services to be Performed:

 

PBS&J will provide professional planning, design, economic, GIS, public involvement and consensus building services in preparation of the South Santa Rosa Special Area Plan.  As part of the South Santa Rosa Special Area Plan, PBS&J will accomplish community involvement exercises to arrive at a “consensus vision” plan for the future of the area.  This “consensus vision” plan will reflect the shared desires of participants in the public involvement process.  Utilizing the full build-out plan, PBS&J will provide a future land use map and related data for growth anticipated over the next 20 year period. 

 

PBS&J will cooperate with the County throughout the term of this agreement with necessary coordination with various governmental agencies including: NWFRPC, FDEP, ACOE, FDOT, DCA, ect.  The County will be responsible for: the staging of public workshops involving the Board of County Commissioners or Local Planning Board; notice of public workshops and meetings; arrangements for public meeting locations; and follow-up on requests for information in a timely manner.

 

PBS&J will coordinate its work under this Scope of Services with the work of the corridor management study consultants (HDR), the project sub-consultants including Powell, Fragala, and Associates, Inc., and GHS, Inc., as well as County staff.

 

PROJECT PHASE I

 

Task A:  Community Profile – Identify and Inventory Existing Conditions and Constraints

 

1.                  Existing Conditions GIS Mapping:

 

PBS&J will map the area’s important characteristics from which a community profile will be completed.  PBS&J will compile base maps and associated data for the area in GIS format and evaluate the data as determined necessary by PBS&J.  This information will be used in preparation of a profile of the existing conditions.  This evaluation will consider the area’s history, existing land use, natural features, and it’s context within the region.  PBS&J will make project GIS files widely available.  PBS&J will conduct this work effort using existing file information, project records, GIS files from the Community Planning, Zoning, & Development Division, the Northwest Florida Water Management District, or other state and federal agencies, which will be made available to PBS&J by the County or other agencies. This information should include existing land use, current Future Land Use Map designations, current Official Zoning Map districts, planned or proposed developments, wetlands, threatened and or endangered species, historical/archaeological sites, FEMA/flood prone areas, property ownership maps including names and mailing addresses, soils, parks, existing and proposed community facilities (fire, police, schools, libraries, existing and proposed utilities, TAZ’s; topographic maps; aerial photography, the existing road network, and current existing and future transportation maps.

 

2.                  Public Involvement, Project Meetings, and Initial Kick-Off Meeting:

 

An initial project kick-off meeting with PBS&J and key County personnel, the Local Planning Board, and the Board of County Commissioners will be required to insure the following: maximum communication of information; participation in the South End Special Area Plan process; and departmental consensus. During this initial kick-off meeting, PBS&J will introduce the project and will review the project schedule.

 

Also as part of this task, PBS&J and or it’s sub-consultant(s) will in cooperation with County staff name and establish a “South End Tomorrow (S.E.T.)” Committee which will be utilized throughout the project.  An initial meeting will be held with this Committee during which members will be introduced to the project and asked to complete the survey described below.

 

PBS&J will also prepare and distribute a statistically acceptable survey to be mailed out to a random sample of residents and businesses as well as presented to established stakeholder groups and to the S.E.T. Committee.  This survey will also be made available on-line at the County’s web site. This survey shall be for the purposes of both citizen education as well as for issue identification. It will serve to gauge public opinion on the current conditions and issues influencing the area and to determine interest group agendas regarding the outcome of the project.  In addition to the public workshop, PBS&J and or its sub-consultant(s) will attend up to two (2) meetings with the corridor management study consultants to allow for project coordination and/or other governmental agencies to allow for coordination.  PBS&J will also participate either in person or over the telephone in up to two (2) meetings with the County for the purposes of identifying area stakeholder groups and individuals. 

 

Further during this task, PBS&J shall develop a project brochure and an insert for applicable local newspapers that will be published shortly after the survey is mailed out.  Additional copies of this insert would be produced to support the public workshops and to make available to the public.  All such materials shall also be made available on the County’s website.

 

As part of both the survey and the printed material described above, PBS&J shall prepare and include information on where current tax dollars are being spent in a simple and easy to understand format.

 

3.                  Deliverable:

 

§         GIS existing conditions mapping

 

§         Community profile to include GIS data and key findings from the public workshops or other initial community involvement exercises

 

§         Initial kick-off meeting to include the Local Planning Board, the Board of County Commissioners, and all applicable County staff.

 

§         S.E.T. and other already established group presentations/meetings not to exceed 6 additional groups.

 

§         Key community issues survey in hard copy and internet ready format.

 

§         Project brochure and newspaper insert in both hard copy and internet ready format.

 

§         The development of distributable taxation and budgetary information to be included in all workshops, as well as the survey and other printed material. 

 

§         Summary Document or Progress Report

 

Task B:  Trend Analysis – Analysis and projections of land use to be used in future transportation system analysis

 

1.                  Utilizing the information obtained in Task A.1.above, PBS&J will

determine probable growth and a full build-out future land use pattern if current plans, trends, and activities are continued in the area.  The trend plan will illuminate the planning issues, particularly in relation to the transportation network, that must be addressed through the public involvement process.  This trend plan will also provide good data that can be used to ascertain the actual project boundaries and whether or not the project should be geographically phased.  

 

PBS&J will evaluate existing development and current Future Land Use Map designations to the extent that they influence future development trends within and surrounding the area.

 

PBS&J will analyze current projections for future land use and socio-economic demand, and map a probable land use trend for four (4) planning periods including full build-out.

 

2.                  Public Involvement:

 

Utilizing the information contained in previous tasks, PBS&J and or its sub-consultant(s) will conduct public participation exercises to identify the action necessary to resolve issues identified in B.1. above and develop consensus for alternatives. PBS&J and or its sub-consultant(s) will conduct a series of community preference workshops during which the trend plan as well as the results of the survey work will be presented to the public.  These exercises will focus on identifying community values and preferences for solution alternatives.

 

PBS&J and or its sub-consultant(s) will facilitate among the members of the S.E.T. Committee understanding, preferences, and consensus for community values and desirable land use/transportation system relationships at a minimum.  As part of this process, community vision alternatives will be developed, examined, and preferred alternatives determined.  The preferred alternatives will then be used to create the South End Tomorrow Consensus Vision Plan described in Task C below. 

 

3.                  Project Meetings:

 

In addition to the series of public exercises mentioned above, PBS&J and or its sub-consultant(s) will attend up to two (2) meetings with the County, other state and federal agencies, and the corridor management study consultants for the purposes of project coordination and preparation.

 

4.                  Planning Board Briefing:

 

PBS&J will brief the Local Planning Board at an advertised workshop of work done on the project to date.  This briefing shall include a summary report to be distributed to the Board members. 

 

5.                  Deliverables:

 

§         Tabular summary of the projected land use demand by land use category i.e. single-family, multi-family, commercial, etc.

 

§         Trend Plan including maps demonstrating build-out.

 

§         Summary report on community values, consensus issues, and preferred alternative land use/transportation system relationships. This Report will include the issues and opportunities map.

 

§         Local Planning Board Summary Document or Progress Report.

 

PROJECT PHASE II
 
Task C:  Consensus Vision Plan

 

                        PBS&J will prepare a consensus vision plan that will illustrate full build-

                        out land use relationships and estimate the holding capacity (population

                        and employment) for the preferred community form selected as a result of

                        the work in Task B above.  The Consensus Vision Plan will include the

preliminary Comprehensive Future Land Use Map for the area, road network, and any other planning principles, policies, and guidelines deemed necessary. 

 

1.                  Draft Future Land Use and Road Network Vision:

 

PBS&J will prepare a Draft Consensus Vision Plan that will:

                       

§         Project future land use needs for the full build-out scenario, and for the initial 20 year planning period (2020).

 

§         Provide a roadway network to serve the area.

 

§         Provide any other planning principles, policies, or guidelines deemed necessary to accomplish the Plan.

 

§         Consider the economic, legal, and institutional aspects of the land use pattern and associated road network.

 

2.                  Coordination with the Highway 98 Corridor Management Study

consultants and other state and federal agencies:

 

As soon as possible after the public involvement activities identified as necessary in Task B, PBS&J will develop the preliminary road network for the area. Based on the findings of the work in Task C and as part of the initial work in developing the Consensus Vision Plan, PBS&J will coordinate with the County, the corridor management study consultants, and other state and federal agencies regarding the preliminary road network and other issues affecting this work. 

 

3.                  Modeling of the Consensus Vision Plan

 

PBS&J will work with the Community Planning, Zoning & Development Division to develop TAZ base data and will input socioeconomic data for a traffic FSUTMS-based model for the area.  PBS&J will provide single-family, multi-family, hotel, industrial, commercial, service, and school enrollment data for the traffic model.  The traffic model will be used to test the Consensus Vision Plan transportation network for the initial planning time frame consistent with the updated Santa Rosa County Comprehensive Plan 2020.

 

4.         Preparation of Support Facilities and Services Map:

 

PBS&J will estimate the demand for facilities and services that may be needed to support the consensus vision plan.  This will be based on the current or updated levels of service established by the Santa Rosa County Comprehensive Plan.  Facilities and services to be evaluated in addition to the road network described in Section 2 above are potable water, central sewer, drainage, solid waste, parks and recreation, schools, police, fire, and emergency services.  The full cooperation of the County’s affected departments, private utility providers, and volunteer agencies will be required for completion of this work effort. This data will be preliminary in nature and shall be utilized for future planning purposes only.

 

5.         S.E.T. Committee Work Session:

 

PBS&J will present the South End Consensus Vision Plan to the S.E.T. Committee for review and comment purposes as soon as possible after it’s development.

 

6.                  Santa Rosa County Local Planning Board Work Session:

 

Prior to completion of the Consensus Vision Plan, PBS&J will present at a work session with the Santa Rosa County Local Planning Board an executive summary of the findings of the work described in Tasks A through C, including the preliminary Draft Consensus Vision Plan.

 

Following the Local Planning Board work session, and based upon input from the LPB and County staff, PBS&J will incorporate as available the Highway 98 Corridor Management Study findings as they relate to establishing the road network to support the optimum Consensus Vision Plan.

 

7.                  Santa Rosa Board of County Commissioners Work Session:

 

Following the LPB work session, PBS&J will present at a work session with the Santa Rosa County Board of County Commissioners an executive summary of the findings of the work described in Tasks A through C, including the preliminary Draft Consensus Vision Plan.

 

8.                  Public Workshop and Project Meetings:

 

PBS&J will present the Consensus Vision Plan in a public workshop for information and comment prior to the development of the Comprehensive Plan amendment described below in Task D.  In addition, PBS&J will attend up to two (2) meetings with County staff, the Corridor Management Study consultants, and other state and federal agencies for the purposes of communication and coordination.

 

9.                  Project Meetings with the Florida Department of Community Affairs:

 

PBS&J will attend along with County staff up to two meetings with the Florida Department of Community Affairs for the purposes of project coordination prior to the submittal of any necessary Comprehensive Plan amendments.

 

10.             Deliverables:

 

§         Build-out vision for future land use and roadway network.

 

§         Land use calculations for the South End Tomorrow Consensus Vision Plan (for use in the traffic model) year 2020.

 

§         Map and tabular summary of future land uses.

 

§         Estimates for support facilities and services including map(s).

 

§         South End Tomorrow Consensus Vision Plan

 

Task D: South Santa Rosa County Special Area Plan Implementation

 

1.                  PBS&J will assist Santa Rosa County with the preparation of an

Amendment to the Santa Rosa County Comprehensive Plan. 

The amendment will be prepared for the initial planning horizon

(2020) consistent with the requirements of Chapter 163, F.S. and will include:

 

§         Goals, objectives, and policies organized according to the format of the Santa Rosa County Comprehensive Plan goals, objectives and polices.

 

§         A map showing the future land patterns and traffic circulation for the initial planning period.

 

§         A listing of major public facilities and services anticipated to support the projected growth in the area through 2020.  This will be prepared as predicted for future amendments to the County’s Capital Improvements Program as approved by the BOCC.

 

§         All other support documentation as may be required by the Florida Department of Community Affairs.

 

2.                  Financing Mechanisms

 

PBS&J shall identify possible funding sources, including Federal (e.g. FWHA, ACOE, FEMA), state (e.g. FDOT), local sources, private financing options and other mechanisms for funding the improvements to the facilities.  Funding sources identified by the Corridor Management Study consultants will be provided to PBS&J if applicable.

 

3.                  Deliverables:

 

§         South End Special Area Plan Comprehensive Plan amendment package.

 

§         South End Special Area Plan Support Documentation.

 

§         Listing of potential financing mechanisms and recommended implementation actions.

 

 

 

 

 

 

 

 

 

 

 

Text Box: III.      SCHEDULE
 

 

 

 


The schedule for this project is attached as Exhibit A to the Standard Contract for Professional Services.  Note: This schedule is preliminary in nature and is subject to change based on unforeseen or unpredictable events.

 

Text Box: IV.      DELIVERABLES
 

 

 

 


            Deliverables are described in the Scope of Services.  PBS&J shall provide five

            (5) originals of all deliverables to the County both in electronic and paper

            format as may be requested by the County for printing and distributing.

 

            The maps and digital information will be provided in the format that is

transferable to the County’s GIS system either in ARC info export files (coverages) or Arc View project files (maps).  The County will provide information to PBS&J as requested at no cost.

 

Text Box: V.      STUDY REQUIREMENTS AND PROVISIONS FOR WORK
 

 

 

 


The services performed by PBS&J shall be in compliance with all applicable State and Federal regulations.  The following may be included among these regulations. 

 

1.                  U.S.C.: Title 23: Highways

2.                  42 U.S.C. 4332(2)(c), popularly known as Section 102(2)(c) of the National Environmental Policy Act of 1969, p. 91-190

3.                  49 R.S.C. 1653 (f), popularly known as Section 4(f) of the Department of Transportation Act of 1966, P.L. 89-670

4.                  The National Historic Preservation Act of 1966 (P.L. 89-665) and Executive Order No. 11593 (Protection and Enhancement of the Cultural Environment), as implemented in Procedures for the Protection of Historic and Cultural Properties, 36 C.F.R.; Part 800

5.                  Executive Order No. 1190, Protection of Wetlands

6.                  Executive Order No. 11988, Floodplain Management

7.                  Chapter 339.155 of the Florida Statutes

8.                  FDOT PD&E Guidelines Manual

9.                  23 CFR 771

10.             CFR 770

11.             All of the appropriate Federal-Aid Highway Program Manual (FHPM) issuances and related FDOT Policies and Directives governing the implementation of the previously mentioned regulations.  The standards referred to and recommended in the American Association State Highway and Transportation (AASHTO) and the Department’s Design Criteria related to highway safety shall be used to the maximum extent applicable.  If applicable, the preliminary alignments developed by the consultant shall be the best engineering solution to a given problem and not merely an adherence to the minimum AASHTO standards.

12.             Chapter 337.241 of the Florida Statutes

13.             Florida Intrastate Highway System, Minimum Standards