HomeMy WebLinkAbout13.F.1. Affirm SCALE Charter Document
13.~ I.
CITY OF SBAKOPEE
Memorandum
TO: Mayor and City Council
FROM: Mark McNeill, City Administrator
SUBJECT: SCALE Transportation/Economic Development Charter Affirmation
DATE: September 15,2009
Comment:
Introduction:
The Council is asked to approve the Charter document which was considered at the
September 1 st City Council meeting.
Background:
At the September 1 st meeting there was a presentation by members of SCALE regarding
a unified plan for economic development, integrated land use, and transportation
planning for member organizations of SCALE. The intent of the plan is to effectively
coordinate those three components to achieve the SCALE goal of employing 50% of the
County's labor force within Scott County by 2030.
At the September 1 st meeting, the Council approved a resolution adopting this SCALE
charter. However, the actual document itself was not distributed for that meeting. It
therefore should be adopted by separate action at this time.
Budget Impact:
While not defined in the Charter document, the funding for this SCALE activity will be
provided by a formula which will assess $.50 per capita, meaning $17,000 for Shakopee.
This amount is included in the line item for SCALE transportation funding, as provided
in the preliminary FY201 0 budget.
Relationship to Visioning:
This supports Goal D "Vibrant, Resilient, and Stable".
Action Required:
If the Council wishes to proceed, it should, by motion, affirm the SCALE Charter for
unified economic development, land use, and transportation planning.
'V\A~9- ~(lJ.J()
Mark McNeill
City Administrator
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i UNIFIED ECONOMIC DEVELOPMENT, LAND USE, AND TRANSPORTATION PLAN CHARTER I
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I Scale Champions: Janet Williams and Jason ponsonby I
I Executive Sponsor: Barry Stock I
Project Manager: Lisa Freese
I Project Charter Date: July 17, 2009, approved by SCALE on July 17, 2009 I
Created by: I
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Renee Christianson, City of New Prague I
Brad Davis, Scott County
'I Lisa Freese, Scott County I
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I Joe Janish, City of Jordan I
Jane Kansier, City of Prior Lake
I Michael Leek, City of Shakopee I
Trisha Rosenfeld, City of Belle Plaine
Michael Sobota, Scott County
Barry Stock, City of Savage I
Tom Terry, City of Elko New Market I
Lezlie Vermillion, Scott County
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unified plan charter final 7-30-09 1 I
TABLE OF CONTENTS
EXECUTIVE SUMMARY
1. STATEMENT OF PURPOSE FOR A UNIFIED ECONOMIC DEVELOPMENT, LAND USE AND
TRANSPORTATION PLAN
2. GOAL
3. OBJECTIVES
4. OUTCOMES
5. GENERAL WORK PLAN APPROACH
6. ENTITIES
7. SUCCESS CRITERIA/FACTORS
8. UNIFIED PLAN ASSUMPTIONS
9. RISKS
10. COSTS
11. BENEFITS
12. PROJECT RESOURCES
13. STATUS REPORTING
14. MILESTONES
15. FINAL DELlVERABLES
unified plan charter final 7-30-09 (4) 2
EXECUTIVE SUMMARY
Whva Charter?
A charter is defined as a statement of purpose, scope and principles for a project. In the context of
developing a unified plan, this overarching document has been developed to memorialize the areas
SCALE communities agree to collaborate on in this joint planning effort. The Charter is intended provide
focus, direction and policy guidance as the SCALE communities move forward into a more formal effort.
The charter emphasizes collaboration by recognizes and respects the autonomy of each local
government in the decision-making process.
What is the SCALE Unified Plan?
The project includes preparation of a vision for economic development in Scott County, a county-wide
review and synthesis of the land use and transportation systems plans of all cities and unincorporated
areas of the County, and integrated land use and transportation plan for all of the members of SCALE.
The overarching goal of the SCALE Unified Plan effort is to develop a county-wide economic
development, integrated land-use and transportation strategy to achieve a vision of employing 50
percent of the county's labor force within the county by 2030. It also recognizes the SCALE members
are part of a regional and world economy and our efforts must recognize how those forces effect and
enhance our competitive position. The Unified Plan will provide valuable information to project partners
including the county, its cities, the SMSC and townships as they make day to day economic
development, land use, and transportation decisions to improve economic development opportunities.
Why are we doing this Unified Plan?
We are doing this Unified Plan to better coordinate land use and transportation planning decisions to
promote economic development, mobility, and safety within all communities in Scott County.
What do we expect to gain from this effort?
. A development vision that is realistic and community land use and transportation plan elements
coordinated to support the vision.
. A vision of a county -wide transportation system of arterial roadways adequate to support
mobility within the County that is understood and supported by all communities.
. Ensuring land uses are planned with the appropriate supporting local road network to support
the function of the planned transportation corridors and land use designations.
. Quantify, categorize, and inventory the types of land uses we have today
. Identify future economic development opportunities, and prepare and organize economic
development, marketing and workforce development strategies (including training and higher
education) for moving Scott County forward to meet the goal of having 50 percent of county
residents working within Scott County by the year 2030
. Identify areas where the planned transportation system is incompatible with existing or planned
land use and develop a process for reconciling land use and transportation incompatibilities
where they become apparent.
. Agreement on where and what major transportation and other infrastructure investments are
needed to take advantage of and enhance the outcomes of our collective economic
development opportunities
. Agreement on where major job centers should be located in the county based on
commercial/industrial land availability, major transportation access, work force and skill
availability and other criteria
unified plan charter final 7-30-09 (4) 3
. Reduce duplication of local efforts in the area of transportation system planning especially in the
area of traffic forecasting. Ultimately the goal is to have more analysis of land use and
transportation scenarios than each individual city or the County is able to accomplish
individually.
. Potentially reduce costs of plan implementation by jointly collaborating on plan implementation
tools (ordinances, design guidelines, financing mechanisms, etc).
. Ongoing educational efforts with the elected and appointed commissions to develop a better
understanding of the relationship between economic development, land use, transportation,
and the importance of long term planning for developing a cost effective, sustainable
community.
Why now?
. Nearly all communities have recently completed local comprehensive plans and this offers an
opportunity for reflection and evaluation of those efforts with current data and information
before the institutional memory fades.
. A unified plan will require a high degree of collaboration in order to be complete and contribute
to efficiencies in the next comprehensive plan update requirements under the Metropolitan
Land Planning Act. With the SCALE Unified Plan process leading the way, we can influence the
Metropolitan Council to incorporate our innovations into the 2015 System Statements and
planning requirements for the 2018 comprehensive plan update.
. There is an urgency to develop a county-wide economic development strategy during this
recessionary period in anticipation of capturing opportunities during the anticipated recovery.
. The Metropolitan Council, with the 2009 update of the Transportation Policy Plan, is requiring
greater local responsibility for planning and preserving corridors for future regional
transportation needs. This shift in responsibility was not anticipated in the local planning
efforts recently completed and needs to be addressed as part of the planning effort. Since the
transportation system goes beyond local community boundaries, it is appropriate to address this
shortcoming in the regional planning efforts on a countywide collaborative basis.
What will it cost?
This effort could replace some of the local costs of updating future local comprehensive plans. It will
require a commitment ohime on our decision makers meeting agendas, a commitment of local staff
time to focus elements of the work plan including research, organization, presenting recommendations,
educational efforts and a commitment of consulting resources for specific work elements.
The scope of effort will ultimately determine the cost. Currently each community commits $.50 per
person to suppo~t the efforts of the SCALE Transportation Task Force. This level of commitment is
expected to continue on an annual basis through 2011 to fund analysis, strategy development and other
anticipated technical work.
unified plan charter final 7-30-09 (4) 4
1. STATEMENT OF PURPOSE FOR A UNIFIED LAND USE, TRANSPORTATION AND ECONOMIC
DEVELOPMENT PLAN
The Scott County Association for Leadership and Efficiency ( SCALE) Unified Economic Development,
Land Use and Transportation Plan Charter is a high level agreement between all the Cities, the
Townships, the Shakopee Mdewakanton Sioux Community (SMSC) and Scott County to develop and
implement an agreed upon set of planning practices designed and intended to achieve better outcomes
for all Scott County communities. All communities have worked together to develop this Charter which
emphasizes collaboration.
The Charter is designed to support existing and future planning mechanisms by providing a commitment
for responsive planning, consistent decision-makingl good design and management. The responsibility
of its implementation rests within each community. Each community recognizes that to have a
successful collaborative effort it will ultimately be its responsibility to carry forward the vision and
framework developed through this effort into their local land use, economic development and
transportation plans for implementation.
Each community acknowledges that integrated land use and transportation planning plays a key role in
delivering social, economic and environmental sustainability. Roads will continue to dominate as the
means of movement for the majority of the people and freight in Scott County in the foreseeable future.
It is also recognized that the County and the communities with the county are part of a regional and
world economy and that our efforts must recognize how those forces effect and enhance our
competitive position. We understand it is within our ability to shape the pattern of development and
influence the location, scale, density, design and mix of land uses, and through collaborative planning
we can help facilitate an efficient transportation systeml improve effectiveness of transportation
options, support and promote economic development and improve the quality of life for current and
future Scott County residents and business by:
. Reducing the need to travel
. Reducing the length of journeys, especially across the Minnesota River.
. Making it safer and easier for people to access services and recreational activities
. Creating new opportunities for the Scott County workforce
. Supporting better linkage between the transportation system and land use development to
maximize the effectiveness and compatibility of both in communities and the County
. Ensuring high quality locations for business development are available with excellent
transportation access
. Improving freight access to key terminals and improved freight flows
. Providing for the efficient distribution of goods and services to business and communities
. Providing a choice of travel modes.
. Ensuring flexibility to meet the demands of the changing economy and market environments
. Allow for easy access to the Metropolitan Region and world markets to promote commerce and
business development.
. Promoting use of the Fiber Network for businesses.
Each Community acknowledges a joint planning effort will help each community understand the
opportunities and constraints its current plans and resources pose for the sustainable economic growth
unified plan charter final 7-30-09 (4) 5
of the County as a whole. With improved understanding of these relationships, each community will
have better information to apply to its local plan updates, will understand the impacts of adjacent
community's plans and will create more open dialog with each other. An integrated planning effort will
result in a county-wide framework that will provide for enhanced economic opportunities, infrastructure
efficiencies and improved quality of life for Scott County residents.
2. GOAL
The goal of the UNIFIED ECONOMIC DEVELOPMENT, LAND USE, AND TRANSPORTATION PLAN is to
develop and implement a county-wide economic development strategy and integrated land-use and
transportation plan that helps achieve the vision of providing enough employment in Scott County by
2030 to support 50 percent ofthe county's labor force, while respecting the authority of the cities and
townships within to make planning decisions on the local level.
3. OBJECTIVES
The listed objectives are intended to assist SCALE and its members in accomplishing the above-stated
goal. The objectives focus on: a) processes of integrated planning and b) the intended and expected
outcomes of the process.
1. Integrated and inclusive planning processes
. Collaborative process that includes all communities and stakeholders, especially the
private sector for support and ideas to move forward and create partnerships.
2. Investment decisions that are linked to the Unified Plan
. Strategic planning and management linked to infrastructure and economic decisions
3. Making Better Use of Existing and Future Infrastructure and Urban Land for Business
Development
. Identifies and collaboratively markets high quality sites for business expansion
4. Protecting and enhancing transportation corridors
. Reduces overall long term costs and improves efficiency and mobility
5. Increasing accessibility by widening choices of transportation Modes and reducing the growth
rate of vehicle travel demands and impacts
. Improves efficiency, transportation options for County residents and sustainability
6. Creating places and living areas where transportation and land use management support the
achievement of the quality of life outcomes
. High quality of life is good for economic development
7. Increase opportunities for accessibility in both the present and longer term
. The county is within the Twin Cities Regional marketplace for probable long term
growth opportunities
8. Recognizing and supporting the unique role each community in the county plays in the living,
working, shopping, and recreational needs of its residents and workers
. Collectively we will create more high quality economic opportunities
9. A safer and healthier County
. The Unified Plan will promote a land use plan, and economic opportunities and
transportation system that will support safe and healthy lifestyles for County citizens.
unified plan charter final 7-30-09 (4) 6
4. OUTCOMES
SCALE has identified the following outcomes over the next 10 years:
. County-wide Economic Development Strategy and Marketing Program
. County-wide Land Use Development Framework to support economic development and quality
of life goals. A key component of the framework will be a clear description of how each
community's land use goals fit into the overall Framework, as well as an understanding of how
each community, and Scott County in its entirety, will benefit from the Framework.
. The development of land use and transportation model(s) countywide for more robust analysis
of scenarios, understanding of impacts and strategies to address impacts. This analysis will
allow communities and Scott County to make better informed decisions and realize cost savings
by reducing duplication of effort.
. Transportation System Plan that focuses on the major arterial network and the importance of
the interface between a well-designed local road system and arterial road system.
. Workforce Development, Higher Education and Training Plan to meet the needs of businesses
and citizens
. Integration of the elements listed above into a Unified Plan
. Implementation plan developed identifying roles and responsibilities of each community, as well
as Scott County
. Continued education and dialog with each community on how we are tied together and the
importance of collaborative planning of land use, transportation system and economic
development.
5. GENERAL WORK PLAN APPROACH
The work plan utilizes an approach that analyzes the communities', townships' and Scott County's
current land use, transportation and market analysis information to determine the extent to which they
are supportive of SCALE's goals. Current land use/transportation forecasting models will be assessed,
and appropriate models used to determine a) the gap between current land use and transportation
plans and future needs, and b) strategies and/or approaches that may help to close the gap and create
infrastructure capable of supporting SCALE's economic development goals over the next 20 years.
Each community or other entity that joins in this Charter understands the following activities will need
to be undertaken jointly and collaboratively.
. A development vision that is realistic for Scott County and that can be supported by community
economic development, land use and transportation plans
. A vision of a county-wide system of arterial roadways adequate to support mobility function
within the County that is understood and supported by all communities.
. Ensuring land uses are planned with the appropriate supporting local road network to support
the function of the planned transportation corridors.
. Ensuring the land use plans are realistic, marketable and can be supported through private
investment over the long term.
. Quantify, categorize, and inventory the types of land uses we have today.
unified plan charter final 7-30-09 (4) 7
. Develop and adopt an economic development and marketing strategy for moving Scott County
forward to meet the goal of having jobs to support 50 percent of employable county residents
within Scott County by the year 2030.
. Identify areas where the planned transportation system is incompatible with existing or planned
land use, and develop a process for reconciling the incompatibilities.
. Identify our collective future economic development opportunities and prepare a workforce
development strategy for training and higher education needs. (What are the jobs in 2015?)
. Agreement on where and what major transportation and other infrastructure investments are
needed to enhance economic development opportunities.
. Agreement on where major job centers should be located in the county based on
commercial/industrial land availability, major transportation access, work force and skill
availability and other criteria.
. Reduce duplication of local efforts in the area of transportation system planning especially in the
area of traffic forecasting. Ultimately the goal is to have more analysis of land use and
transportation scenarios that each individual city or the County is able to accomplish individually
or choose to accomplish collaboratively.
. Potentially reduce costs of plan implementation by jointly collaborating on plan implementation
tools (ordinances, design guidelines, financing mechanisms, etc).
. Ongoing educational efforts with the elected and appointed commissions to develop a better
understanding of the relationship between land use, transportation, and economic development
and the importance of a long term plan for developing a cost effective, sustainable community.
The aforementioned activities should be continually tested against ongoing support for SCALE's Mission
and Strategic Initiatives.
6. ENTITIES:
The following stakeholders are expected to be involved in the analysis of Scott County's economic
development, land use, and transportation assets and future needs (requirements definition):
a. Cities
i. Belle Plaine
ii. Elko-New Market
iii. Jordan
iv. Prior Lake
v. New Prague
vi. Savage
vii. Shakopee
b. County
c. Townships
d. SMSC
e. School Districts
f. Business representatives
g. Development Community (private developers)
h. Economic Development Authorities
i. Scott County Community Development Agency
j. Dakota-Scott Workforce Investment Board
unified plan charter final 7-30-09 (4) 8
Following is a conceptual organizational chart of how this process will fit into existing entities and the
SCALE organization.
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7. SUCCESS CRITERIA/CRITICAL SUCCESS FACTORS
a. End result must support SCALE's Vision.
b. End result must support the Cities, Township and County's Plans.
c. End result must be consistent with the Regional Policy Plan, or provide a rational,
reasonable basis for revising the Regional Policy Plan.
d. Requires SCALE leadership support at all levels
i. Education
1. Of the big picture - why are we doing this?
2. Of the Unified Plan objectives
3. Of the Unified Plan process
4. Of the Unified Plan resource needs
e. Communication Marketing Plan showing benefits to the approach and of the Unified
Plan objectives.
f. Openness of stakeholders to collaborate on and contribute to the Unified Plan. Ability to
reach agreement with each Agency regarding expectations of the Unified Plan and its
implementation.
unified plan charter final 7-30-09 (4) 9
i. Effective project management
ii. Define a Unified Plan work plan
iii. Create effecTive project staff team from the member communities
iv. Set goals and objectives and assign time-sensitive responsibilities
v. Realistic planning given constraints
vi. Define authority levels
vii. Secure adequate resources - internal and external
8. UNIFIED PLAN PROCESS ASSUMPTIONS
a. We will learn from history but will not repeat what did not work nor will we let history
become a constraint in either thought or action.
b. We are looking at the "what's and why's and when's" and not the "how's" (solutions) at
this point of the Unified Plan Process. Solutions will be developed collaboratively and at
the appropriate time after we commit to the Unified Plan
c. The right resources will be assigned/procured and available for this project. Each
community is expected to contribute financial and staff resources to support the various
aspects of this Unified Plan effort.
d. The existing local planning structures will be supported during this project.
e. This project will support the Regional Policy Plans and could also drive future regional
planning efforts, by producing changes or revisions to the Regional process.
f. Use a proven methodology for land use and transportation analysis to identify the
model requirements and gaps.
g. The project will not impede or preclude Communities from seeking changes in their local
comprehensive plans during the analysis.
9. RISKS
a. If resources and Unified Plan support are not regularly communicated from the highest
levels of the participating communities regularly, then resources and support for the
effort will likely diminish.
b. Proven, reproducible processes will not be utilized in this effort.
c. Efforts and lessons learned from this project will be used once and shelved.
d. The right resources will not be assigned/procured and available for this project - people
(internal and external), process, technology and funds including back staffing where
necessary.
e. Scope is too large - efforts may tend to be too broad and miss opportunities or two
narrow and bog down the process; scope may drift.
f. History may impede the efforts to succeed.
g. Focusing on nuances instead of substance
h. Communication will not be broad enough - e.g. a strong coalition will not be created or
sustained thereby jeopardizing the support for the project.
i. Time and patience to move this effort forward will falter.
j. Failure to engage the private business community representation/input.
10. COSTS (TO BE UPDATED AFTER REVIEWING WORK PLAN)
SCALE Transportation Task Force Funds - $120,000
unified plan charter final 7-30-09 (4) 10
a. Indirect costs
i. Staff time (rough estimates)
ii. Total Indirect -
b. Total Direct and Indirect costs for the project-
i. Total Direct-
ii. Total Indirect -
11. BENEFITS
. Quality, Economic Development with efficient public infrastructure positioning the county and
cities to build tax base and generate jobs to support 50% of the county's Labor force being
employed within Scott County.
. Sustainable and compatible Land Use development patterns
. An Efficient, effective and safe Transportation System with improved mobility
. Potential regional investment if clear vision/support is identified
12. PROJECT RESOURCES (AREA REQUIRING FURTHER DISCUSSION)
13. STATUS REPORTING
a. A written project status report by the Project Manager is due quarterly to the SCALE
members and Partners. This report should include the following:
i. Brief summary-where are we against plan, what's been completed, significant
issues, next steps
ii. Tasks completed
iii. Issues - detailed descriptions, possible remedies, recommendations for
resolving, action items to remediate issues - areas where we're behind schedule
iv. Costs - dollars, time
v. Steps for next period - tasks being worked on (and who), items expected to be
completed, etc.
b. Project plan
i. Needs to be updated and communicated monthly
ii. Publish updates with project status report.
14. PROJECT MILESTONES
a. Generated from Project Plan.
b. Significant events would include:
i. Completion of project charter
ii. Completion of phase one work plan
iii. Selection of vendor/project manager/tool/methodology
iv. Project team assembled
v. Project team training
vi. Project plan drafted/approved
vii. Completion of needs analysis
viii. Completion of gap analysis
ix. Recommendation for next step; closing the gap.
unified plan charter final 7-30-09 (4) 11
15. FINAL DELlVERABLES
The outcome of this project will include:
a. An analysis of existing plans-understanding what we have, how it works (or doesn't work)
together and recommendations for future collaboration.
b. A definition ofthe Transportation Land Use Economic Dev. Model best suited to the
needs of SCALE which enables analysis of development scenarios.
c. A defined Planning Transportation and Land Use Framework
i. Timely
ii. Relevant
Hi. Understandable
iv. Consistent
v. Accurate
d. A County Wide Economic Development Strategy
e. A Work Force DevelopmentPlan
CITY OF BELLE PLAINE CITY OF ELKO NEW MARKET CITY OF JORDAN
Tim lies, Mayor Jason Ponsonby, Mayor Pete Ewals, Mayor
CITY OF NEW PRAGUE CITY OF PRIOR LAKE CITY OF SAVAGE
Bink Bender, Mayor Jack Haugen, Mayor Janet Williams, Mayor
CITY OF SHAKO PEE SCOTT COUNTY
John Schmitt, Mayor Jon Ulrich, Chair
unified plan charter final 7-30-09 (4) 12