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Morris Associates (8)•~~.~/~tl~~'~'L~IilillitiC= :f: ~~~ ~~~ a:. MORRIS ASSOCIATES ENGINEERING CONSULTANTS, PLLC 9 Elks Lane, Poughkeepsie, New York 12601 64 Green Street, Suite 1, Hudson, New York, 12534 Tel:(845) 454-3411 Fax: (845) 473-1962 Tel:(518) 828-2300 Fax: (518) 828-3963 www.morriseng i neers.com s MORRIS ASSOCIATES ENGINEERING CONSULTANTS, PLLC 9 Elks Lane, Poughkeepsie, New York 12601 Tel: (845) 454-3411 Fax: (845) 473-1962 64 Green Street, Suite 1, Hudson, New York 12534 Tel: (518) 828-2300 Fax: (518) 828-3963 November 10, 2011 Town of Wappinger Town Hall 20 Middlebush Road Wappingers Falls, NY 12590 Attn: Susan Dao -Planning Board Secretary Re: Proposal for Town of Wappinger Planning Board Dear Ms. Dao: MORRIS ASSOCIATES, PLLC is pleased to provide the Town of Wappinger Planning Board with a proposal to provide selected planning services. We are proud to be able to offer a certified AICP planner as part of our extensive services. In over forty years of municipal experience, we have always provided review services to many planning boards as oversight for development applications, large and small. I think you will find after considering other options, that it is a big advantage to have the Town's engineering and planning consultants under one roof. We have coordinated planners for specific projects, and although the end result is acceptable, there always seems to be some overlapping responsibilities that could be better managed within one office. Given our knowledge of Town of Wappinger, we are excited about the possibility of our office assisting with the challenging growth possibilities in the coming years. Being able to work internally with the planner would be both efficient and cost effective for the Planning Board. In addition, our personnel would continue to be easily accessible to both applicants and Planning Board members - in case a need for an emergency meeting on a specific problem should arise. Elizabeth Axelson, AICP, has been a professional planner since 1987, with experience in municipal planning including nine years as the Director of Planning for the Town of North Salem, New York. Her fields of expertise through serving a number of municipalities, either as a staff planner or consultant, include: review of land development and related environmental review aspects and procedures/SEAR reviews including simple EAF reviews and complex procedures such as generic and supplemental EISs for projects involving rezoning and mixed use projects/commercial, residential and mixed-use site plan reviews. Her skills also include public presentation and interaction -and she has the ability to facilitate smart solutions to satisfy all parties involved. Her skills include coordinating in a timely and cost-effective manner all the necessary paperwork to get a proposal reviewed by all agencies, boards, etc. One of E:\documents\SOQ\Proposals\COVER LETTERS\Wappinger 11-11 s ' Town of Wappinger November 10, 2011 Attn: Susan Dao -Planning Board Secretary Page 2 Re: Proposal for Town of Wappinger Planning Board her strength's is her ability to look at a site plan and see where positive changes could be made that would benefit both the Town and the applicant. Again, thank you for the opportunity to "introduce" our AICP certified Planner, Liz Axelson; and we look forward to speaking with you at any time. If you have any questions, or require additional information, please do not hesitate to contact me at 845- 454-3411 ext. 46. Very truly yours, TES neerinc~ Cons J..~rfrkowski, PE Pa Enclosures BSB\sg E:\documents\SOO\Proposals\COVER LETTERS\Wappinger 11-11 2011 BASIS OF FEES FOR SERVICES FOR TOWN OF WAPPINGER PLANNING BOARD If MORRIS ASSOCIATES needs to perform any work directly for the Planning Board and it is not funded through an escrow, we would perform the work at the Town of Wappinger reduced CTE rate. Fee Schedule The fees for services to be provided by Morris Associates, P~~c. are tabulated below. Such fees shall not be exceeded without formally amending the Agreement. 2. Fee Basis The basis of payment for the work performed shall be in accordance with the hourly unit price method applied as acost-reimbursable procedure: FEE SCHEDULE Functional Role Hourly Rate Partner /Principal /Managing Engineer Associate Engineer Senior Engineer Senior Planner Staff Engineer /Planner Project Engineer Chief Construction Inspector Senior Construction Inspector Construction Inspector Engineer Residential & Commercial Building Designer Survey Technician Survey Party Chief CADD Draftsman Instrument Man Survey Rodman Two Man Survey Crew Administrative Senior CADD Draftsman Reproduction/Binding Services Express Mail/Courier Services~`* Telefax Services Reproduction/Binding Services Project Expenses and Subcontractor Expense $138.00 $129.00 $115.00 $108.00 $ 99.00 $107.00 $115.00 $ 95.00 $ 81.00 $ 83.00 $ 73.50 $101.00 $109.00 $106.00 $104.00 $ 90.00 $164.00 $ 36.00* $ 91.50 See Below*** Invoiced Amount Plus 10% $1.25 per page See Below**" Invoiced Amount Plus 10%**'`* '`Fees for such services are normally included in the hourly rates for technical personnel. Should the Town specifically request additional word processing or purely administrative assistance, such services will be provided at the rate shown. **No cost if Owner's Federal Express Number is used. ***Standard posted rates contemplate reproduction of a basic number of reports being made, namely six (6). Additional copies at either request of Owner or approval authority will be reproduced on the basis of cost recovery plus ten (10) percent. ****Project expenses shall include tolls, telephone, meals, lodging, per diem expenses, certain reproduction costs and direct material costs that are specifically required to complete the project. These costs as well as Subcontractor costs shall be invoiced at their actual cost plus ten (10) percent administrative service charge. These rates are for the period January 1, 2012 thru December 31, 2012. Rates will be increased yearly in accordance with CPI. E:\documents\Proposals\Suzanne Proposals\Wappinger\Wappinger PB Eng 11-11\Wapp PB-REVISED.doc 2011 BASIS OF FEES FOR TOWN OF WAPPINGER MUNICIPAL ENGINEERING SERVICES (CTE) If MORRIS ASSOCIATES needs to perform any work directly for the Planning Board and it is not funded through an escrow, we would perform the work at the Town of Wappinger reduced CTE rate: Fee Schedule The fees for services to be provided by Morris Associates, PLLC are tabulated below. Such fees shall not be exceeded without formally amending the Agreement. 2. Fee Basis The basis of payment for the work performed shall be in accordance with the hourly unit price method applied as acost-reimbursable procedure: FEE SCHEDULE Functional Role Hourly Rate Partner /Principal /Managing Engineer $116.00 Associate Engineer $108.00 Senior Engineer $ 98.00 Senior Planner $102.00 Staff Engineer /Planner $ 83.00 Project Engineer $ 89.50 Chief Construction Inspector $ 98.00 Senior Construction Inspector $ 79.00 Construction Inspector $ 66.00 Engineer $ 69.50 Residential & Commercial Building Designer $ 62.00 Survey Technician $ 90.00 Survey Party Chief $ 98.00 CADD Draftsman $ 95.00 Instrument Man $ 90.00 Survey Rodman $ 80.00 Two Man Survey Crew $150.00 Administrative" $ 30.00 Senior CADD Draftsman $ 77.00 Word Processor Operator $ 38.00 Project Expenses and Subcontractor Expense -Invoiced Amount Plus 10% Express Mail/Courier Services At Cost *Fees for such services are normally included in the hourly rates for technical personnel. Should the Town specifically request additional word processing or purely administrative assistance, such services will be provided at the rate shown. These rates are for the period January 1, 2012 thru December 31, 2012. Rates will be increased yearly in accordance with CPI. E:\documents\Proposals\Suzanne Proposals\Wappinger\Wappinger PB Eng 11-11\Wappinger CTE-REVISED.doc PLANNING PROPOSAL With over forty years of municipal experience, we believe that MORRIS ASSOCIATES is the logical choice for all of the Planning Board's consulting needs. We are very pleased to have on-staff an AICP certified professional planner, Liz Axelson. Since establishing a separate Planning Division within our firm, we have been fortunate to be appointed as Planning Consultant for the Towns of Fishkill, Hyde Park, Pawling and Milan, which are all experiencing significant growth pressures. We are also consulting in several other towns on various planning projects. With this certified planner (as well as support staff) on board, we can offer timely, accurate and comprehensive planning reviews to your Planning Board. The future success of your town depends on striking that careful balance between positive economic growth and strategic decisions regarding land use and resources. Ms. Axelson, AICP, has an extensive background in municipal planning at all levels. She has been a Professional Planner since 1987, with experience in environmental consulting and municipal planning including nine years as the Director of Planning for the Town of North Salem, New York. Her fields of expertise through serving a number of municipalities, either as a staff planner or a consultant, include: • Advisement about and review of land development and related environmental aspects and procedures. • Comprehensive plan preparation and community input processes. • Preparation and enactment of zoning, regulations and other code revisions. • SEQR reviews conducted for municipal clients include simple EAF reviews and complex procedures such as generic and supplemental EISs for projects involving rezoning and mixed use projects. • Complicated SEQR documents and land development application materials prepared for private clients addressed 100 to 400-unit residential, commercial and mixed-use developments involving annexation and rezoning actions and many in-depth resource analyses. All of these projects lend an important history and experience level that makes her understanding of the entire application process more realistic, both from a time constraint perspective, as well as an economic feasibility view. At the same time, her extensive experience for nine years as Director of Planning for the Town of North Salem, N.Y. gives her a unique viewpoint for municipal planning reviews. Ms. Axelson was totally responsible for all supervision of the planning department, ensuring that all documents, maps, ,,, etc. were acceptable for review by the Planning Board (involving stormwater management, code regulations, state and federal regulations, as well as local PLANNING PROPOSAL (Continued Health Department regulations). She was completely responsible for all reviews of subdivisions, site plans, new and renovations site plans, wetland permits, etc. Of course, quality of life issues such as tra ffic impacts, on-site water and wastewater management, visual impacts, sensitivities toward endangered species habitat, wetlands, floodplains, etc. were always part of protecting the community character. Interestingly, Ms. Axelson actually worked with the Town of Wappinger Planning Board years ago as part of the team at Matthew D. Rudikoff Associates, Beacon, New York, where she served as a Senior Planner. She was responsible for providing environmental/planning reviews of any land development for the Town Planning Board, as well as attending meetings to represent the Town and interface with the Community during public hearing and other scheduled reviews. Her first-hand knowledge of the Town makes her exceptionally qualified to serve the Planning Board as a Consultant. She was also a Senior Planner and Project Manager with Tim Miller Associates, Inc. Cold Spring, New York where she had wide-ranging experience with NYS SEQR advisement, project reviews, attendance at meetings with the public, and research and report. For at least part of this time, she was also involved with Planning and Environmental review projects with Rohde, Soyka and Andrews Consulting Engineers, P.C. Poughkeepsie, New York, where she again was responsible for Planning and Environmental review projects. Because of her extensive background and experience, and her long-time career of working within the municipal workplace in conjunction with applicants/applications/etc. you can see she is uniquely qualified to fill the position of Planning Consultant for the Town of Wappinger. ~.-r REFERENCES -MUNICIPAL Town of Hyde Park Michael Dupree Planning Board Chair 627 Albany Post Road Hyde Park, NY 12538 845-229-5111 michaelsdf@aol.com Town of Fishkill Thomas J. Knipps Planning Board Chair 807 Route 52 Fishkill, NY 12524 845- 831-7800 ext. 3328 ddavis@fishkill-ny.gov Cynthia Curtis Town of North Salem Planning Board Chair 270 Titicus Road North Salem, NY 10560 914-669-4393 cynthiamcurtis@gmail.com Steve Bobolia, Attorney at Law Town of North Salem Former Planning Board Chair Fidelity Title, Ltd 62 June Road North Salem, NY 10560 914-669-0015 sbobolia@bestweb. net Charles Gardner Town of North Salem Former Planning Board Chair Takami Design 10 Butler Hill Road North Somers, NY 10589 914-319-1253 cgard@optonline.net ELIZABETH (LIZ) AXELSON, AICP POSITION Senior Planner Morris Associates Engineering Consultants Poughkeepsie, NY EDUCATION Rensselaer Polytechnic Institute, Troy, NY Master of Science in Urban-Environmental Studies - 1987 CERTIFICATION American Institute of Certified Planners EXPERIENCE Morris Associates Engineering Consultants Poughkeepsie, NY (2011 -Present) SENIOR PLANNER Town of North Salem NY Director of Planning - (1999-2008) Planning and Environmental Review Projects with the Following Firms: (2009-9010) Rohde, Soyka & Andrews Consulting -Poughkeepsie, NY Vita Nuova LLC -Sandy Hook, CT Tim Miller Associates, Inc. -Cold Spring, NY Tim Miller Associates Inc. Cold Spring, NY -Senior Planner and Project Manager (2008-2009) Matthew D. Rudikoff Associiates Beacon, NY -Senior Planner (1987-1999) City of Poughkeepsie -Currently assisting the City with waterfront/Main Street corridor Planning. Village of Tivoli -Project development of the Greenway Trail connection and grant applications Land Development and Environmental Advisement and Assistance -For nearly ten years guided Planning and Town Boards as a private consultant and Town Director of Planning by coordinating and conducting review of land development plans and environmental documents, resource analysis and mapping, reviewing and preparing comments, attending Board meetings, providing notification, decision and action documents and maintaining contact with the public, applicants, consultants, agencies, etc. Dealt with scenic, visual, historical, agricultural, watershed, stormwater, natural resource, local economy and other issues. Adoption of Comprehensive Plan Update -Completed Comprehensive Plan Update (CPU) process with North Salem Town and Planning Boards running intensive community/citizen workshops, preparing materials for all committee, workshop and follow-up meetings; reaching out to local groups and citizens; coordinating and moderating meetings/workshops; compiling numerous revisions, updating basic studies; GIS maps; conducting questionnaire process; and preparing most review and adoption documents. Conducted research and assisted with comprehensive plan and waterfront revitalization plan (LWRP) in Lloyd. Assisted with and commented on plans in other municipalities. Zoning and Regulations Enacted -Initiated and completed all phases of zoning amendments through adoption, preparing draft, revised and refined local laws and related planning and environmental reviews for Planning and Town Boards (multi-family, site plan, cell tower, commercial). Presented laws to agencies and the public; and assisted with procedures. Conducted or participated in processes for other regulations and laws (stormwater, flood maps/law, Eastern Westchester Biotic Corridor and subdivision regulations, etc). Conducted SEAR Review -Prepared and reviewed documentation for all phases of New York SEAR processes. Synchronized SEAR processes with other approval or adoption processes; resource analysis using GIS, other maps, surveys and information; coordinating the commentary of all involved and interested agencies, parties and the public; and moderating public meetings. Community and Economic Development -Prepared and assisted with project development and grant applications to HU©, NYC Watershed agencies and other funding agencies. Worked with housing authority, local business and agency representatives, resident groups, property owners and municipal officers to assemble project and financial information, notices, resolutions and other evidence for applications. Administered approved funding. Facilitated projects.