PSA - Plan Commission and BZA Training - The Planning Workshop, Inc.

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K.K. Gerhart -Fritz, FAICP The Planning Workshop, Inc. Communication + Education = Effective Planning Exhibit A — Scope of Work, Planning Official Training STATEMENT OF UNDERSTANDING The City of South Bend is in the process of withdrawing from the St. Joseph County Area Plan Commission forming a new advisory plan commission and board of zoning appeals, effective January 1, 2020. City staff anticipates members will be appointed by November 15, 2019. The City desires a training session in early December 2019, in order to prepare the new city planning officials and establish appropriate practices. The overall goal of the project is to hold one planning training sessions for South Bend's new planning officials, with one session developed and presented to the following groups: 1) Plan Commission 2) Board of Zoning Appeals (BZA) 3) City Council The training sessions would be oriented to these planning decision -makers, but additional invitees may include local elected and appointed officials and local government staff. The training session will be held in South Bend at a location determined by the City. The training session will be approximately 2-1/2 hours long. The training date and time will be mutually agreeable to the consultant and the City. This proposal includes the time I need to prepare the training presentation. The consultant will decide upon specific session contents, with your assistance. City staff will act as the host, organizer and coordinator for this project, with the consultant relying on you as the primary point of contact. The following scope of work outlines specific tasks necessary to complete the project: SCOPE OF WORK-- Planning Official Training Session The training session will be used primarily to review duties of the plan commission, board of zoning appeals and city council, based on Indiana State Code requirements. The basic content will be determined by the APC staff, with assistance from the consultant. Expected content would include, but is not limited to: Plan Commission, BZA and City Council roles in the local planning process o Including highlights of differences between Area Plan and Advisory Plan Making a decision using appropriate criteria Ethics, including conflicts of interest and ex-parte contacts