Professional Services Agreement - Incremental Development Alliance - SB Zoning Ordinance Compliance Testing

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Task 2: Stress Test Exercise Investigators will work with city staff to prepare, conduct and debrief Exercise ■ .Exercise Preparation o Guide City personnel through the creation of final baseline maps, lot plans and preparation of accompanying scenario information for use in exercise. City will provide project manager as a point person for their staff in completing this work. o Create scaled test buildings and electronic pro forma template for exercise use o Outputs: Exercise Design Materials - Instructions and kit of scaled buildings ■ On -Site Exercise o Lead 2 day testing and training exercise to test a range of commercial, residential and mixed use building of 1-3 stories in size. Based on prioritized list of scenarios, the Groups will work and complete as many scenarios as possible in the 8 hour day. There will be four different context conditions pursued to see how buildings in different areas/development patterns of the city respond to different factors. All deliverables will be completed onsite. o Day One: • City will provide 6 city staff members to participate in the exercise and do testing in small groups with supervision by Investigators. They will also provide exercise consumable materials such as printouts, markers, pencils and sketch paper (IncDev to provide supplies list). ■ Group work will interpret zoning codes for a specific parcel and identify code barriers to completing projects through placing scaled buildings on lots and o Day 2: completing development financial pro formas. Will test 1.0-15 sites, in 3 zoning code classifications across 3 contexts (corridor (2x), neighborhood (2x), downtown edge/transition. Pro formas will be run for all sites tested. Report out by groups of main results and posting of materials for electronic capture. City will provide a note -taker to write down detailed information for capture in internal memo Debrief meeting morning after Exercise to summarize detailed findings by each group and identify specific scenarios that need zoning code fixes suggested. City will provide a note -taker to write down detailed information for capture in internal memo After debrief meeting, team will work on own to develop sketches and ideas for zoning code fixes to problems uncovered by exercise. ■ A small group will reconvene in afternoon to review problem solving ideas generated by Investigators and comment. City will provide a note -taker to write down detailed information for capture in internal memo o Exercise Outputs: ■ Site Plans with standard buildings laid out on them, with an accompanying pro forma spreadsheet and notes about all rules adjustments or confirmations. ■ Debriefing Meeting Notes prepared by city, reviewed/commented on by Investigation team