MOBILITY HUB AREA SPECIFIC PLANS TERMS OF REFERENCE

Transcription

1 MOBILITY HUB AREA SPECIFIC PLANS TERMS OF REFERENCE 1.0 INTRODUCTION 1.1 PROJECT PURPOSE To develop four (4) Area Specific Plans (ASPs), one for each of Burlington s Mobility Hubs, that will support the future redevelopment and intensification of these areas while also achieving the City s goal to Grow Bold by creating transit-oriented, pedestrian-friendly and sustainable neighbourhoods where people can live, work and play. 1.2 BACKGROUND/CONTEXT Burlington is in the next phase of city-building as it approaches full build-out of the urban area. The undertaking of ASPs for Burlington s Mobility Hubs represents the City s continuing implementation of its vision for appropriate intensification and the protection of established neighbourhoods by focusing future population growth to key areas. The creation of ASPs for each of Burlington s four Mobility Hubs was identified as a key priority for City Council through the development of Burlington s Strategic Plan. The creation of the ASPs will also support the objectives of Metrolinx s The Big Move, including the development of Regional Express Rail service, and the creation of complete communities with transit-supportive densities, as identified through the Province s current and proposed Growth Plan for the Greater Golden Horseshoe and supported by the Region of Halton s Official Plan. A Mobility Hubs Opportunities and Constraints Study (titled Appendix A in the link) was completed in 2014 which provided a high level analysis of each Mobility Hub and informed the development of the study areas for each ASP contained in 7.0 STUDY AREAS of the Terms of Reference. Burlington Mobility Hubs Key Map Page 1

2 2.0 SCOPE OF WORK 2.1 PROJECT EXPECTATIONS In July 2016, Burlington City Council approved a staff report outlining a work plan, allocation of staff resources and required funding to simultaneously develop four ASPs, one for each of Burlington s Mobility Hubs. The project was approved with unanimous City Council support and aggressive timelines that culminate in the required delivery of all four ASPs to City Council no later than June The project consultant will be expected to dedicate the necessary resources and time commitments required in order to achieve the timelines established by City Council and identified in 5.0 SUMMARY OF DELIVERABLES & 6.0 SCHEDULE of the Terms of Reference. In addition, as part of the City s Grow Bold initiative, the City is committed to progressive and ground-breaking planning that will facilitate Burlington s transition into an urban and environmentally sustainable City. The City is currently undertaking or preparing to undertake updates to several key planning and transportation documents (including the Official Plan and associated intensification framework and employment lands review, Transportation Plan, Transit Mobility Plan and Cycling Master Plan) to plan for future growth and intensification. The project consultant will be expected to deliver services that align with these initiatives and provide commitments to offer the City unique and innovative solutions and deliverables that support the City s goal to build up, build smart and build beautiful. 2.2 CITY OBJECTIVES FOR MOBILITY HUB PLANNING In preparing the Area Specific Plans, the project consultant will ensure that the following City identified objectives are planned for within each Mobility Hub: Planned population/employment densities that will create a critical mass to support local and Regional higher-order transit opportunities/strategies and the provision of viable high-frequency, two way GO train service by Metrolinx; A built form that supports and promotes non-automobile oriented travel while achieving a high quality public realm and architectural design excellence; A targeted 28% modal split for local travel within each mobility hub area (in accordance with Regional targets); A transportation network that facilitates direct and balanced access to regional transportation facilities both locally and city-wide via many different modes (with an emphasis on pedestrians, cyclists and transit); Land use and transportation plans that support and prioritize pedestrians, cyclists and transit users; The protection of the natural heritage and the provision of appropriate land uses and densities required to support a future district energy system and other environmentally sustainable opportunities (such as carbon neutrality); Page 2

3 The provision of a mix of housing types that support housing affordability and the attraction of a broad range of demographics, including families; The provision of a mix of uses within walking distance of transit that will create complete, compact and sustainable communities; The establishment and maintenance of employment functions/uses which are compatible with a variety of other uses (including sensitive uses) and occur in a variety of forms and serve to make Mobility Hubs an employment destination within the Greater Toronto and Hamilton Area (GTHA); Land uses and building forms which are compatible with the surrounding area and achieve sensitive integration with existing areas; The creation of new parks, trails, public realm and open spaces to serve residents and the local workforce including the integration and connection of these spaces with the City s broader parks and trails network; and The conservation of significant designated heritage resources. 2.3 PROJECT STAGES AND REQUIREMENTS This project has been divided into three project stages which are intended to capture the planned progression and timely delivery of project requirements as approved by City Council. This Terms of Reference is intended solely to complete Stages 1 and 2 of the overall project as shown in the graphic below. Project Stages Subject to Terms of Reference Page 3

4 The specific objectives and requirements to be completed in Stages 1 and 2 through this Terms of Reference have been further identified and detailed in the following chart. Please note that, while the following details represent City staff s best efforts to identify required project components and studies based on the intended progression of work and project schedule contained in 6.0 SCHEDULE of this Terms of Reference, the details and timing of specific components may be subject to change during the project and may include the reallocation of resources and funding as required. Objectives Stage 1 Preliminary Studies and Land Use Scenarios (January 2017 December 2017) For each Mobility Hub study area: To establish the extent of land area available for redevelopment based on natural and built environmental constraints; To understand and protect the natural environment; To understand existing conditions within the study area in terms of potential land use compatibility matters for sensitive land uses (including noise, vibration, air quality etc.) from sources both within and external to the study area; To identify and protect significant archaeological resources using secondary data sources; To understand the existing real estate market conditions; To develop multiple land use scenarios that achieve City and Provincial objectives for Mobility Hub areas evaluation and recommendation by City staff and for consideration by City Council before December 2017; and To provide supplementary information and analysis for each land use scenario to assist with informed decision making regarding a preferred scenario. Requirements Preliminary Studies/Analysis Undertake a scoped Environmental Impact Study within each Mobility Hub study area of a scale and detail appropriate within the context of an existing and intensifying urban area (non-greenfield) to be undertaken in consultation with the Region of Halton, Conservation Halton and City Capital Works Department (see Appendix G of the Request for Proposal for further information). Undertake Pre-Feasibility Noise/Vibration Studies for the Aldershot, Burlington and Appleby Mobility Hub study areas to identify the feasibility of introducing new sensitive land uses in proximity to existing stationary and transportation noise sources (such as industrial uses, rail lines and rail yards, among others) which exist within or Page 4

5 outside the applicable Mobility Hub study area. Undertake a Stage 1 Archaeological Assessment report for each Mobility Hub study area, as per the Standards and Guidelines for Consultant Archaeologists (2011), consisting of research of the study area s geography, history, previous archaeological fieldwork and current land condition, a detailed evaluation of the study area s archaeological potential and recommendations for Stage 2 survey strategies where required. Undertake Air Quality Impact and Risk Assessments (based on Halton Region s Land Use Compatibility Guidelines) for the Aldershot, Burlington, and Appleby study areas to determine impacts from transportation uses within each hub as well external and tertiary uses which may impact potential redevelopment of the Mobility Hub areas (in terms of dust, odours etc.). Each study area will be refined in consultation with the project consultant to account for uses anticipated to be permanent within the Mobility Hub. Undertake a Market Analysis for each Mobility Hub study area to determine existing market conditions, land values and real estate trends as well as future trends and projections for market demand within each Mobility Hub within the context of the Greater Toronto and Hamilton area. The analysis will include the feasibility of introducing additional uses and densities required to achieve the City s objectives for Mobility Hubs. Undertake a Financial Impact Analysis to determine the individual and combined impact of the chosen scenarios for each Mobility Hub study area on both the capital and operating cost and revenue implications for the City of Burlington, and on a broad basis for the Regional Municipality of Halton and the Halton district School Boards. This entails an evaluation of the marginal and/or average operating cost and revenues to the municipality which are directly associated with the residential and/or non residential developments. Undertake a High Level Operational Transportation Review (screenline analysis) to examine the existing transportation network in each of the Mobility Hub study areas, such as, but not limited to pedestrian and cycling facilities, transit service, street networks, traffic volumes and intersection operations. Land Use Scenarios The project consultant will prepare a maximum of three (3) land use scenarios for each Mobility Hub study area (for a maximum total of 12 land use scenarios) that take into account the findings of the preliminary studies/analysis and which will achieve, at a minimum, the City s objectives for Mobility Hubs as identified in Section 2.2 CITY OBJECTIVES FOR MOBILITY HUB PLANNING of this Terms of Reference. For each land use scenario, the project consultant will provide the following information and analysis: o preliminary mapping identifying the major land use, transportation and Page 5

6 parks/open space components of the scenario; o a high level, 3D aerial representation of the preliminary mapping which visually demonstrates the intended heights/densities of the scenario in relation to existing areas adjacent to the study area; o population and employment projections upon full build-out of each land use scenario based on appropriate statistical references, which shall include the outcomes of the 2016 Census of Population; o the high-level identification of significant improvements/upgrades to, and approximate costs associated with, the following public services which would be required to serve the scenario s total population and employment projections: functional services (including water/wastewater, stormwater management and utilities); community infrastructure including protective services, recreation and community centres, schools, libraries and parks; and multi-modal transportation and transit infrastructure associated with achieving a targeted 28% modal split in accordance with Regional targets (required street improvements should be confirmed as being feasible where subject to Regional or Provincial regulation (e.g. controlled MTO highway access regulated areas or streets under the jurisdiction of the Region of Halton); and o projected timelines for build-out under each scenario based on current and future market trends/projections within the Greater Toronto and Hamilton Area. Objectives Stage 2 Area Specific Plan Development (December 2017 June 2018) For each Mobility Hub study area: To undertake detailed studies based on the City Council endorsed land use scenario; and To develop a comprehensive Area Specific Plan based on City Council s endorsed land use scenario to be delivered to City Council no later than June Requirements Studies/Analysis Undertake a detailed Functional Servicing Study within each Mobility Hub study area to Page 6

7 identify detailed infrastructure improvements required for water/wastewater, stormwater management and utilities in order to accommodate the projected population and employment densities for each chosen scenario including recommendations for the phasing of such improvements. Undertake Cultural Heritage Evaluation Reports to inventory and assess the built heritage resources and cultural heritage landscapes in the Aldershot, Downtown and Appleby Mobility Hubs and to assess potential cultural heritage impacts associated with the chosen land use scenario. Area Specific Plans Develop Area Specific Plans for each Mobility Hub study area which achieve all of the City s objectives for Mobility Hubs identified in Section 2.2 CITY OBJECTIVES FOR MOBILITY HUB PLANNING of this Terms of Reference and which comprise the following components: o detailed discussion and mapping of the following: a land use plan; a multi-modal transportation network plan (including details of new streets and required upgrades and improvements to the existing street network and intersections); a parks and open space plan; and a community infrastructure plan; and o policy directions regarding the following: permitted land uses (including height/densities); protection of employment functions (including policy directions regarding the achievement of minimum employment thresholds in conjunction with the development of non-employment uses on a sitespecific or study area basis); improvements to infrastructure (including water, wastewater, hydro facilities, stormwater management and the transportation network, among others); land use compatibility (dust, noise, vibration, odour etc.) and appropriate mitigation measures; natural heritage protection; conservation of built heritage resources and cultural heritage landscapes; environmental sustainability (including policies in pursuit of achieving a net zero carbon footprint and the establishment of a district energy Page 7

8 network); development phasing; transportation policies, developed in consultation with other City policies and initiatives (e.g. New Official Plan, Transportation Plan, Transit Mobility Plan, etc.) which support the creation of pedestrian, cycling and transit-oriented environments, including Transportation Demand Management, complete streets, parking management and transit supportive public realm and urban design elements; innovative measures to achieve new or upgraded community infrastructure in an urban redevelopment context (including parks and open spaces and affordable housing; housing mix (in terms of size and form) in order to accommodate a range of demographics and income levels, including families; the provision of affordable housing including the establishment of associated targets; and other policies as required based on the outcomes of the studies undertaken in each Mobility Hub study area; and o Provide high level directions for future implementation measures including, but not limited to, the following: potential financial incentive programs; alternative development application systems, including the establishment of a potential Development Permit System; strategies for funding infrastructure improvements in a non-greenfield and highly fragmented ownership context; the potential for form based zoning; achieving high quality public realm and architectural design excellence (e.g. privately owned public spaces (POPS) etc.); establishing district energy networks; and strategies for monitoring/assessing the plans successful implementation. *These directions are intended to be a minor component of the overall deliverable (maximum of 8 pages). Page 8

9 3.0 STUDY ORGANIZATION AND ADDITIONAL REQUIREMENTS 3.1 STUDY MANAGEMENT, ROLES AND RESPONSIBILITIES The Mobility Hubs study is to be managed by the Manager - Mobility Hubs and will be accountable to internal subcommittees/an internal accountability structure, with work to be undertaken by the project consultant, with the assistance of the Mobility Hubs team and other City staff as required. The City s Mobility Hubs team is responsible for: Ensuring linkages between the Terms of Reference and the study work; Providing background information and the assembly of necessary data, reports, contacts, etc. to the project consultant; Ensuring alignment and connections between the Mobility Hubs Study and other city initiatives (New Official Plan, Transit Mobility Plan, Transportation Plan, etc.); Providing knowledge and support to the project consultant as well as establishing and managing data sharing requirements; Preparation and implementation of a Communication/Engagement Plan for the Mobility Hubs Study; Leading and coordinating communication between the City, the project consultant and their Project Manager, partner agencies, stakeholders and the community; Coordination, preparation, setup and facilitation of community and stakeholder engagement initiatives; Monitoring, reviewing and providing feedback and/or revisions on the work of the project consultant; Providing analysis and recommendations informed by the work of the project consultant to City Council; Drafting Official Plan policies and amendments; Establishing evaluation criteria to assist in recommending preferred land use scenarios for each of the Mobility Hub study areas; Reviewing and providing comment on development applications within Mobility Hub areas; and Analyzing, consolidating and responding to public comments/feedback. The Project Consultant s Project Manager/Lead is responsible for: Coordination of the consulting team; Regular communications with the Manager Mobility Hubs or her delegate; Page 9

10 Ensuring linkages between the Terms of Reference and study work, public engagement appearances and support at City Council meetings and public consultation events; Technical analysis and projections required to meet the project stage requirements in Section 2.3 PROJECT STAGES AND REQUIREMENTS and project deliverables outlined in Section 5.0 SUMMARY OF DELIVERABLES will be undertaken by the project consultant; Delivery of all project deliverables as per Section 5.0 SUMMARY OF DELIVERABLES and the attached Schedule IA to the RFP Document; and Maintaining project budget and regular monitoring and reporting of hours billed directly to the project s key tasks/deliverables on a monthly basis (RFP Schedule IA). It is the expectation of the City of Burlington that the project consultant s team members (including any sub-consultants) should have the required and appropriate qualifications and that the project consultant s Project Manager must be a Registered Professional Planner (or equivalent) and/or Member of the Canadian Institute of Planners. 3.2 PROJECT MEETINGS It is the expectation of the Mobility Hubs team that bi-weekly meetings between the Mobility Hubs team and the project consultant s Project Manager will take place, alternating between face-to-face meetings and tele/video-conference, as required. It is expected that regular correspondence will occur throughout the project. Weekly check-ins between the Manager of Policy Mobility Hubs, or her delegate, and the project consultant s Project Manager for the will be required. Larger team meetings, including the attendance of additional project consultant team members, will be scheduled as required. Staff will host the successful project consultant at the City s Mobility Hub office for a project kick off meeting mid January, Staff will be responsible for leading, coordinating and facilitating all meetings. 3.3 CONSULTATION AND PUBLIC & STAKEHOLDER ENGAGEMENT A comprehensive consultation program will be implemented throughout the Mobility Hubs study. The key public consultation events as part of the study are identified below. As part of the proposal submission, the consulting team should highlight experience dealing with area specific/secondary plans, community visioning and conflict resolution in addition to experience dealing with land use planning initiatives that involved numerous and fragmented land ownerships. The Mobility Hubs Team will coordinate, prepare for, facilitate and present at these public meetings with supporting presentations from the project consultant. The project consultant s Project Manager, and other consulting team members as required, may be asked to present for a portion of each meeting as well as assist in answering questions and other tasks as required. The project consultant will attend 4 (four) public consultation sessions in each of the Mobility Hub study areas, for a total of 16 sessions. Page 10

11 Stage 1: 1. Visioning Workshop in each Mobility Hub (January/February 2017) o Goal: To gain community input around the vision for each Mobility Hub 2. Discussion of land use scenarios in each Mobility Hub (September 2017) o Goal: To facilitate community discussion and feedback on the proposed land use scenarios for each Mobility Hub. Stage 2: 1. Land Use Plans Draft policies and recommendations (February 2018) o Goal: To gain community input on draft policies and recommendations for each Mobility Hub s ASP based on Council s endorsement; and 2. Land Use Plans Draft policies and recommendations (April 2018) o Goal: To gain community input on draft policies and recommendations for each Mobility Hub s ASP based on Council s endorsement. 3.4 COMMITTEE/COUNCIL MEETINGS It is anticipated that there will be, at minimum, two (2) Committee/Council meetings whereby the project consultant s Project Manager, and other consulting team members as required, will be required to attend and assist City staff in answering any questions. Attendance at additional Committee/Council meetings may be required, as needed. 3.5 STAKEHOLDER MEETINGS Staff will facilitate meetings with key stakeholders and landowners in each of the Mobility Hub Study Areas. The project consultant s Project Manager, and other consulting team members as needed, may be required to attend such meetings as deemed necessary. The project consultant must be available for additional public meetings and consultation events as required (to be provided as a separate item on the pricing schedule). It is generally expected that 2-3 staff attend on behalf of the project consultant, including the Project Manager. It is expected that the project consultant s Project Manager will provide a continued public presence throughout the process. 3.6 PRESENTATIONS Presentations by the project consultant at each public meeting will be required to supplement City staff s facilitation and presentation at the meetings. It is expected that sixteen (16) presentations will be required as identified in Section 2.2. Presentations by the project consultant are not expected at Committee/Council; however, staff reserve the right to request additional presentations, as deemed necessary. Page 11

12 4.0 PROCUREMENT PROCESS AND SHORTLIST INTERVIEWS The procurement process will model a two-envelope process. The proponents will first be evaluated on the technical elements of the evaluation criteria. A minimum score of eighty (80) percent is required in order to proceed to the second envelope pertaining to cost. Interviews will be held for consulting teams that are shortlisted on December 20 & 21, 2016 at Burlington City Hall. Please reserve this date in the event that your consulting team is successful in receiving an interview. Presentations for shortlisted consulting teams shall meet the following maximum parameters: 10 slides; 3 items per slide ; and 30 minutes (excluding staff questions). 4.1 ADDITIONAL PROPOSAL SUBMISSION REQUIREMENTS Please ensure that all proposal submissions provide the following: A list of key lead staff responsible for the various tasks identified above, including a short resume for each (maximum two (2) pages per person); A brief description of the team members respective qualifications directly relevant to the work to be undertaken is required; A staffing contingency plan for key lead staff; Identification of who will be directly responsible for project management and/or day-today direction of the project (Project Consultant s Project Manager); No more than four (4) standard promotional pages per firm contributing to the project consulting team; Two (2) copies of a chart outlining key project team members and their proposed hours to complete the project. One (1) copy of the chart is to include costing and one without; A Gantt chart outlining a detailed proposed timeline addressing how the project will meet the City s required timelines; Recognition that the City reserves the right to request that members of the project consulting team be swapped for alternates due to conflicts of interest, litigation, personnel conflicts etc.; and Recognition that the City reserves the right to amend the scope of work as the project evolves if the circumstances warrant. Nevertheless, proponents are advised to submit their proposal according to the defined Terms of Reference within the RFP document. Page 12

13 4.2 BUDGET & STUDY COSTING The Stage 1 and Stage 2 project budget is $750, 000 (pre HST). The budget must include all of the project deliverables and communication/engagement requirements described in Sections Page 13

14 3.0 STUDY ORGANIZATION AND ADDITIONAL REQUIREMENTS and 5.0 SUMMARY OF DELIVERABLES for each of the Mobility Hubs as well as disbursements and any other additional costs. 4.3 AVAILABLE BACKGROUND INFORMATION FOR SUCCESSFUL PROJECT CONSULTANT The following background information will be made available upon awarding of the contact to the successful project consultant: Regional Official Plan (2009/OC 2015) excerpts; Regional Official Plan guideline documents; Region of Halton s Sustainable Halton Water & Wastewater Master Plan (Baseline data and capacity utilization anticipated to be provided in consultation with the Region of Halton); City capital project forecasts; City of Burlington Official Plan Review: Mobility Hub Opportunities and Constraints Study (BrookMcIlroy, 2014); 2014 Mobility Hub Council workshop material; GIS layers and property information; Strategic Plan Intensification Study and Visualizations (2015); Relevant City staff reports: o PB Mobility Hub Opportunities and Constraints Transmittal Report (including appendices and presentation material); o PB Official Plan Review Urban Structure and Intensification Report (including relevant appendices); o PB Mobility Hubs Work Plan; and o PB Official Plan Review: Employment Land Conversion Recommendation and Policy Directions; and Transitional Mobility Hub Official Plan policies and mapping (draft); Applicable site specific development application reports/studies; City of Burlington s Community Energy Plan (2014); Heritage property data; and Other information as available. Page 14

15 Stage 2 Area Specific Plan Stage 1 Preliminary Studies and Land Use Scenarios 5.0 SUMMARY OF DELIVERABLES A comprehensive set of deliverables will be required to be provided by the project consultant throughout the two project stages. The chart below identifies the individual technical studies/analysis/reports which shall be provided as part of the ASP planning process: Stage Deliverables Aldershot Burlington Downtown Appleby Environmental Impact Study Report (see RFP Appendix G) Pre-Feasibility Noise and Vibration Study Report Stage 1 Archaeological Assessment Report Air Quality Impact and Risk Assessment Report X X X X X X X X X X X X X X Market Analysis Report X X X X Financial Impact Analysis Report X X X X High-Level Operational Transportation Review (screenline analysis) Land Use Scenarios and Analysis Report (including background information and summary of technical studies) X X X X X X X X Functional Servicing Study Report X X X X Cultural Heritage Assessment Report * Refer to Schedule IA for detailed task list X X X Page 15

16 6.0 SCHEDULE All consulting teams bidding on the RFP Document are to be available on December 20 th and 21 st if selected, to participate in an interview process. The project will commence immediately upon awarding of the contract for services, expected to occur in January 2017, and be undertaken based on the following schedule: Action Initiation of Stage 1 Requirements Public Consultation Session #1 (one session per Mobility Hub study area) Optional Delivery of Mobility Hub Breif (see Provisional Items Schedule IB to the RFP) Deadline Immediately upon awarding of Contract (January 3, 2017) January/February 2017 April/May 2017 Delivery of Stage 1 Requirements August 2017 Public Consultation Session #2 (one session per Mobility Hub study area) Delivery of Revised Stage 1 Requirement (as needed based on internal/external consultations) *Land Use Scenario Options and Staff Recommendations Presented to Committee/Council Initiation of Stage 2 Requirements September 2017 October 2017 December 2017 December 2017 (immediately following Council endorsed land use scenarios) Delivery of Stage 2 Requirement March 2018 Public Consultation Sessions #3 & #4 (two sessions per Mobility Hub study area) Delivery of Revised Stage 2 Requirement (as needed based on internal/external consultations) *Area Specific Plans provided for Committee/Council Consideration *Required deadlines as per City Council project approval February & April 2018 May 2018 June 2018 Page 16

17 7.0 STUDY AREAS Maps that identify the intended study areas for each Mobility Hub area are contained in Appendix H of this RFP. The study areas have been developed based on various sources of information and background analysis including: The Mobility Hubs Opportunities and Constraints Study (BrookMcIlroy, 2014); The Burlington Employment Lands Policy Recommendations and Conversion Analysis Report (Dillon, 2016) and associated Council report (PB-30-16); Existing parcel boundaries; The presence of key environmental features; and Natural and physical geographical barriers. The study areas represent the primary focus for analysis, studies and land use scenario development. However, adjacent areas outside of the study areas should be reviewed and considered for potential linkages/connections that may influence the planned function of the study area and ensure the final Area Specific Plans achieve a high level of integration with the surrounding area and with broader city-wide open space, trails and multi-modal transportation networks. Page 17