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1975 DAILY-PECCIA & ASSOCIATESCONTRACT AGREEMENT 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 .TATE rueuENixo co. NELEN/~. MONT. 3 COMPREHENSIVE PLAN Jefferson County, Montana Tlus agreement, entered into this ~,_ day of September .1975, by and between Jefferson County through its Board of County Commissioners and the Jefferson County Planning Board (hereinafter referred to as County or Planning Roarcn and Daily- Peccia and Associates, a partnership doing business at Suite 3, One North bast Chance Gulch, Ilelena, Montana (hereinafter referred to as Consultant), WITNESSETIi: WHEREAS, the County has under consideration the evaluation and preparation of certain planning studies which are a prerequisite to continued sound growth of the area and is in need of professional assistance by the Consultant; NOW, THEREFORE, in consideration of the premises, the parties do mutually agree as follows: (1) Employment of Consultant The County hereby agrees to engage the Consultant and the Consultant a~ees to perform in a competent and professional manner the services hereinafter set forth. (2) Area Covered The Consultant shall perform all the necessary services provided under this contract for the entire area of Jefferson County, Montana with the exception of that area encom- passed by the municipal limits of the town of Whitehall. (3) Scope of Services Tlie Consultant shall do, perform and carry out in a satisfactory and proper manner, the services as set forth in Attachment I, Scope of Services, by tlis reference made a part of this contract. All services shall be acceptable to the Planning Board. (4) Data to be Furnished to Consultant All information, data, reports, reconls and maps which are the property of Jefferson County shall be made available to the Consultant without charge by the County. The County shall cooperate with the Consultant in every way possible in the carrying out of the planning work, without additional expense to the County. (S) Coordination with Planning Board The Consultant shall meet monthly with the Planning Board and present progress re- -1- •I 2 3! 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 6T\TE PVBLItMIMO CO. HELEN>. MONi. 9 ports. The Consultant sliali confer with the Planning Board on matters of policy and methodology. (6) Personnel A. The Consultant certifies that during the contract period, no employee will be al- lowed to have any interest in or hold any state, county or municipal elected office in any of the three traditional branches of government: Legislative, Executive or Judicial. B. The Consultant represents that he will secure at his own expense all personnel re- quired in performing the services under this contract. Such personnel shall not be employ- ees of or have any contractual relationship with Jefferson County. C. All of the services required hereunder wID be performed by the Consultant or under his supervision, and all personnel engaged in the work shall be fully qualified and shall be authorized under state and local law to perform such services. The Consultant shall provide a Project Supervisor (Clete Daily) who shall be responsible for all of the work performed under the terms of this contract and who will provide all information and materials required by the County in carrying out its responsibility for contract ad- ministration and monitoring of work accomplished. D. None of the work or services covered by this contract shall be subcontracted without the prior written approval of the County. (7) 75me of Performance Tlie services of the Consultant are to commence as soon as written notification is re- ceived from the County after the execution of this contract, and shall be undertaken and completed in such sequence as to assure their expeditious completion in the light of the purposes of this contract, but in any event, all of the services required hereunder shall be completed by June 30, 1976. j (8) Compensation The County agrees to pay the Consultant the total sum of Twenty Thousand Dollars ~~ ($20,000.00) for the above services. Such amount constitutes complete compensation for all of the services to be rendered. (9) ;4fethod of Payment The County will pay to the Consultant the amount set forth in Paragraph 8, wlucli amount shall constitute full and wmplete compensation for the Consultant's services hereunder. Such sum will be paid in the following manner, subject to receipt of a requisi- -2- 1 2 3 4 5 6 7 8 9' 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 lion acceptable to the Planning IIoard for payment from the Consultant specifying that work performed under this contract has been perforned in conformance with the con- tract anti that the Consultant is entitled to receive the amount requisitioned under the terms of this contract. A. The Consultant will send claims montlily to the County, accompanied by nan•a- live statements summarizing the work completed. B. Ten percent (10"/0) holdback will be made of the requisitioned funds. The ten percent funds will be paid upon approval by the Planning Board and the Department of Commuzrity Affairs, Planning Division after these agencies have reviewed all documenta- lion of work performend and found it to be satisfactory. C. It is expressly understood and weed that in no event will the total compensa- lion and reimbi¢sement, if any, to Ue paid hereunder exceed the maximum sum of Twen- ty-Thousand Dollars ($20,00(1.00) for al] of the services as defined in Attachment 1-Scope of Services. (10) Termination of Services The County may terminate the services of the Consultant upon written notice. if the services of the Consultant are terminated, the County shall compensate the Consultant in direct proportion to the work completed. (11) Changes Changes in the scope of work tb be performed under this contract shall be made as mutually agreed between the County and Consultant, and shall be incorporated into tlus contract by written agreement. (12) Equsl Employment Opportunity A. The Consultant will not discriminate against any employee or applicant for em- ployment because of race, color, religion, sex or national origin. Tlie Consultant shall take affirmative action to ensure that applicants are employed and that employees are treated during employment, without reo*ard to their race, color, religion, sex or national origin. Such actions shall include, but not be limited to, the following: employment, upgrading, demotions or transfers, recruitment or recruitment advertising, layoffs or terminations; rates of pay or other forms of compensation; selection of training including apprentice- ; ship; and participating in recreational and educational activities. The Consultant agrees to 32 I post in conspicuous places available to employees and applicants for employment notices -3- EvxE eueuswwo eo. NELENE. MOM. 9 1 2 3 4 5 6 7 8 9 10 11 12 13 i 14 15 16 17 18 19 20 21 22 ; 23 24 25 to be provided setting forth the provisions of this non-discrimination clatLSe. The Consul- tant will in all solicitations or advertisements for employees placed by or on behalf of the Consultant, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex or national origin. The Consultant will cause the foregoing provisions to be inserted in all subcontracts for any work covered by tlus contract so that such provisions will be binding upon each subcontractor; provided that the foregoing provisions shall not apply to contnets or subcontracts for standard com- mercial supplies or raw materials. ;3. The Consultant shall keep such records and submit such reports concerning the racial and etluiic origin of applicants for employment and employees as the Secretary of the Department of Housing and Urban Development may require. C. The Consultant agrees to comply with such rules, regulations, or guidelines as the Secretary of the Department of Rousing and Urban Development may issue to imple- ment these requirements. (13) Reports and Data Tlie Consultant agrees to furnish the County copies of reports and materials as speci- fled in the scope of services. IN WITNESS WHEREOF, the County and the Consultant have executed this agree- ment as of the date first above written. A~rrl:sT: r 26 ~ ATTEST '' 27 =~' Secretary 28 29 ATTEST: 30 JEFF NCO G BOARD .~~ f 31 32 •T/TC oeuexixc co. NEL6NA. MONT. 3 resident DAILY-P OCIA AND ASSOCIA .~ Consultant Co sultant -4- JEFFERSON COUNTY BOARD OF COUNTY COMMBiSIONERS ATTACFIDt@IT I 2 SCOPE OF SERVICES 3 I The following scope of services outlines the work elements that would be completed 4 in this plamung project. 5 INTRODUCTION 6 In the past five years, Jefferson County leas experienced the most rapid population 7 growth of any county in the state. Most of the growth has occurred as a result of the con- 8 struction of Interstate Highway ] 5 which has provided rapid access from Helena to rural, 9 residential subdivisions in the northern part of the county. Tlus rapid influx of people has 10 had an impact on the school system as well as county services. It has also made cowtty 11 residents cognisant of the need for planning to help reduce the impact of growth by eval- 12 uating the impacts before they occur. 13 This scope of services leas been prepared wit1: the intent of accomplishing two basic 14 planning gals: 15 (1) To address existing problems and to develop on-going programs to solve these 16 problems, 17 (2) To assemble sufficient data to make projections and to develop a comprehen- 18 slue plan for future growth in the county. 19 A by-product of goal number 2 will be a library of data that can be used by the 20 County Planning Board to evaluate details of future development. 21 It is the intent of this scope of services to describe the work elements that will be 22 conducted in the preparation of the Jefferson County Comprehensive Plan, Since the 23 town of Wlitel~all is not a part of the County Planning Board, it will not be included in 24 the plan other than a general analysis of the relationship of the town to the remainder of 25 the county. Also, since the Planning Board does not have jurisdiction over federal or state 26 lands, the plan will not cover these aretis other than an evaluation of their relationship to 27 fire other lands in the county. 28 ' The scope of services is oriented to provide the information and tools needed by the 29 County Planning Board to properly plan for development and land use changes occurring 30 hl the county. tiVlile the scope of services does specify certain requirements, it should be 31 kept flexible enough to adjust to findLtgs and new developments that may occur during 32 j the formulation of the plan. were - 5 rueuan,na co. neien~. xoxr. 3 PHASE I -GENERALIZED COUNTY-WIDE LAND USE PLANNING 2 3 4 5 6 7 8 9 10 ll 12 13 14 15 16 17 18' 19 20 21 22 23 24 25 26 27 28 29 30 31 32 ht order to provide s base from which to establish a plan, the specific characteristics of the county should be determined and described. This should first be done on a county- wide basis to provide an overview of the existing conditions in the county. A. Data Collection, Base D4aps, Aerial Photographs, etc. Much information applicable to the planning process is available from various sources. A brief literature seazch will be made to identify and collect the data that is read- ily available. This may include flood plain information, ownership data, slope data, traffic volumes, population, and other information that has been collected for the county. Once the available information has been identified, methods will be devised to fill any gaps by either collecting data, contacting file proper agencies that may provide additional data or by making estimates based upon other areas or historical data. The exact methods of fill- ing any data gaps will be agreed upon by the Consultant and the Planning Hoard. In addition to this data, reproducible base maps at a scale suitable for use by the Planning Board will be prepared. The maps will fall into two general categories: (I } County-wide maps covering the entire county - sple 1" = 2 miles. (2) Detailed reproducible area maps of the developed azeas in the county, 1" _ 1000' or outer scale as agreed upon by the Planning Board. B. Population Analysis Knowledge of the population cltaractcristics is vital to file planning process so that the plan can address the needs of specific segments of the population. A population analysis will be conducted and will include distribution of population witldn the county, characteristics, and projections. The current population will be estimated by updating the 1970 Census by using the housing count from the dwelling unit survey conducted concur- rently with fire land use inventory. C. Existing Iand Use A field inventory will be conducted to identify the current land uses within the county. Prior to conducting the inventory, the categories of land use to be used will be presented to file Planning Board for review and approval. D. Existing Land Ownership A land ownetsltip map will be prepared using the categories of private, city, county, state, Forest Service, Bureau of Land Management, and other federal. Large private own- DT~T6 - " vYBL18HIN0 EO. NEL[N1. MONT. 9 1 erships within the county will also be identified. 2 E. Flood Plain Analysis 3 To the eraent possiUle, from data available from the Federal Flood Insurance Pro- 4 gram, aerial photographs, and previous flood studies a 100-yeaz flood plain will be identi- 5 Pied and mapped. 6 F. Slope Analysts 7 A slope analysis using U.S.G.S. quadrangle maps will be done. Slope maps delineat- 8 ing percent of slope that corresponds to the building requirements established by the 9 State xlealth Department will he prepazed. 10 G. Soils and Geology 11 Specific problems with soils and geological phenomena will be reviewed and ana- 12 lyzed. AvailaUle data on soils as related to septic tank systems will be obtained from the 13 U.S. Soil Conservation Service if available, and related to the subdivision regulations. Geo- 14 logical hazarls such as faults or ]sigh-hazard landslide areas will be identified and mapped. 15 H. Hydrology 16 hydrological information will be obtained from the State Division of Water IIe- 17 sources. An investigation of potential proUtems as related to surface and groundwater wlll 18 be conducted. Water quality data will be included if available. 19 I I. Vegetation and Wildlife 20 Particularly sensitive areas for vegetation and wildlife will be obtained from Fish and 21 Game, described in narrative form, and mapped. 22 J. Subdivision Activity 23 The rapid growth of population in the rural areas of Jefferson County has leci to a 24 meat deal of subdivision activity. A seazch will be made of the courthouse records to 25 identify and quantify the subdivision occurring in the county, and an analysis made of 26 the rate of activity. Rlaps and tables descriUing the characteristics and locations of the 27 ~ subdivision activity will Ue prepared. 28 K. Reports and Data 29 All inventory data will be catalogued in a loose-leaf binder and reproducible maps 30 showing the various inventory items by location will be prepared. These documents will 31 become the property of the county following completion of the project. 32 PHASE II - SOCIO-ECONOMIC AND FACILITIES ANALYSIS 6TATL _ vYBY6HINO EE. HiLLH1. tlONT. 9 1 I 3effersou County has some unirue problems in providing services for county resi- 2 dents. Unly 75 percent of the county residents aze employed within the county. This is 3 the lowest in-county employment rate in the state. It is an indicator of tlrc "bedroom" 4 community P,rnction of residential areas in the county. Since a large percentage of the 5 major employment industries aze located outside the county, no tax support is received 6 from these industries by the county government. Tlris situation makes it difficult for city 7 I and county governments to provide needed services to county residents. 8 I It will be necessary to examine closely the socio-economic structure of the popula- 9 I tion and economic base within the county to determine possible solutions to these prob- 10 ~ lems. I I A. Socio•Economic Study 12 The socio-economic status of the existing population will be analyzed including the 13 following population characteristics: age, sex, income, education, and race. The county 14 economic chu•acteristics including trade azea and county employment by hrdustry will be i 15 determined. The major economic activities in the county will be determined and arra- 16 lyzed. Tlris data will provide a base for determining the specific needs of the existing pop- 17 elation and methods for strengthening the local economic base. 18 B. Community Facilities 19 I Tl-,e community facilities will be inventoried and evaluated. Existing facilities will be 20 cempazed to acceptable facility standards, and recommendations made for improvements. 21 Community facilities to be investigated aze police and fire protection, schools, public fa- 22 cilities such as pazks, playy~rounds and community centers, utilities and the solid waste 23 disposal system. 24 C. I-lousing 25 A conditionof-structure inventory wi71 be conducted in tandem with the dwelling 26 I unit survey. The condition-of-structure inventory will utilize the best rating system avaik- 27 able. Census data will be used to determine detailed housing characteristics including oc- , 28 cupancy, vacancy, utilization, interior condition such as plumbnrg, and financial ckrarac- 29 teristics including value and rent levels. Tlie characteristics will be related to population 30 characteristics to determine specific aeeas of housing deficiency. 31 D. Transportation 32 A transportation study will be conductped to determine the adequacy of the existing [T1T[ - O - vuausx~xa eo. xet[x[. raxT. transportation system to serve existing needs as well as future needs. 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 ~ BT.i[ vMaucxixc co. x6LEx1~ MONT. ^9 The transportation study will consider airports, highways, railroads, and inter-city buses that serve the county. Available studies on transportation such as the State Airport Systems Plan, highway Functional Classification Study, and the Five-Year Iiighway Con- stniction Pro;;ram will be used to assess how well the current transportation modes are serving the needs of the county, and to determine future improvements. All available data pertaining to the county road system will be compiled, including traffic volumes, surface and roadway width and surface type. This data will be used to de- velop apriority system far county road improvements. PHASE III -PROBLEM DEFBVITION With the completion of the initial two phases of the work program, the basic data with which to determine problem areas and to propose solutions will be available. How- ever, the preparation required to establish the groundwork for acceptance of the plan should be instigated at the very begimdng of the plan preparation. Steps A and B of this phase of the project will be carried out concurrently with Phases I and II. A. Public Information and Education To inform the public of the intent of the plan, a program for dissemination of infor- oration to the residents of the county will be established. This will be accomplished by press releases fiom the Planning Board and by holding meetings in the county to review the plan. At least three public meethngs will be held to inform the county residents of the planning progress anti to obtain local input in the planning process. In addition, the pub- He will be encouraged to attend alI Planning Board 1!feetings. B. Goals and Objectives A set of goals and objectives will be established and distributed tiu•oughout the county. The goals and objectives will be provided to the local newspaper for publication and comments solicited. C. Specific Area Analysis Some areas may require more detailed investigations than others due to population or other special conditions. These areas requiring additional study will be identified in conjunction with the Planning Board and as much of the special area analysis accomplish ed as the available resources will allow. D. Needs Assessment -9- 1 From the data developed and analyses conducted to this point, the specific needs of 2 the county can be identified. The needs wit} be listed and described in narrative form. 3 E. Comprehensive plan 4 P~ased upon the goals and objectives established by the residents of the county, the 5 followin; plans will be developed. 6 (1) Land Use Plan ~ The land t~se plan will be developed based upon existiu land use g ,population 8 projections and the capability of the land to support various uses ranging from open 9 space to commercial development. Land sufficient to meet the estimated demands 10 for residential, commercial, industrial, transportation, utility and recreational uses 11 will be allocated. The land use plan will be reviewed with residents of the county to 12 see if it conforms with fire adopted goals and objectives. I' 13 (2) Housing Plan 14 I",te houuing plan will be developed using data from the conditionof-stnrcture 15 stuvey, projected population characteristics and socio-economic data, and housing 16 characteristics projected from Census data. The plan will set forth existing housing 17 deficiencies, and provide along-range plan for rehabilitation of existing housing and 18 the development of sufficient new housing to meet projected demands. Methods for 19 implementing the Ulan will be included. 20 (3) Community Facilities Plan 21 Tire community facilities plan will evaluate the capability of existing police and 22 I fire protection agencies, schools, parks, utility systems and solid waste disposal sys- 23 toms to serve the needs of the projected population. The plan will recommend im- 24 provzments and possible methods of financing the improvements. 25 (4) Transportation Plan 26 Ttte transportation plan will include analysis of state and federal , hwa 'ti€ y im- 27 provements that have been progrunmed for future construction in the county. T?te 28 main portion of the plan will address county road problems, methods for setting im- 29 I provement priorities, road constntction standards, and the development of a county 30 road plan capable of meeting the access requirements of the land use plan. 3 I (5) Comprehensive Plan 32 I The wmprehettsive plan will combine the land ctse housi , rag, community facili- .TI1T[ I - ] 0 - ovaucxixo co. NELLNA. ONT. 9 1 2 3 4 5 6 7 8 9 10 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 n..~ vueusn~xo co. x6L6N... MONT. 9 ties an] transportation plans into sn interlocking plan that assures compatibility of the four subplans. A narrative will be prepared, documenting the procedures and de- scribing the rationale used in developing the plan. ?.laps uses! t?u•oughout the inventory, analyses and pL1n development nlwses of the project will be prepared with the objective of providing the County Planning L~oard with working documents for use in subdivision review and other development impact analyses such as mining operations, industrial development, feed lot location and ether planned functions of the L'oard. PRASE IV - IRfPLERiENTATION Preparation of a comprehensive plan without providing the tools needed to accom- plish the plan's objectives woulc! circumvent the intent of the planning process. The im- plementation phase is uitended to describe the procedures that are necessary to enact the content of the plan. A. Action Plan An action plan is a summation of the problems existing and the corresponding course of action needed to provide solutions to these problems. An action plan describing those problems in Jefferson County that were identified during the development of the plan and solutions to these problems will be prepared. B. Enforcement Regulations If conditions in Jefferson County justify the need for regulations such as building permits, septic tank permits, or zoning, then consideration should be given to developing such regulations. Recommendations on the need for and type of regulations applicable in Jefferson County will be prepared as part of the plan. PRODUCT DESCRIPTION Phase I: Products developed will include base maps, narrative of wort: elements com- pleted tivith accompanying raphs, charts, and tables bound in a loose-leaf note- book. One copy of each analysis map will be colored for public presentation. ,All maps showing data will be reproducible. Phase lI: The elements of the comprehensive plan prepared during this phase will be added to the loose-leaf notebook. Eight copies will be produced for the Plan- ulna Soard. Phase III: At this point, a comprehensive plan document complete with narrative and -11- 1 2 3 4 5 6 7 8 9 10 1I 12 13 14 15 16 17 !8 19 20 21 22 23 24 25 26 27 28 29 30 31 32 ~TATe PYSYfHIHO LO. He~eH.. •oHT. 9 tabulations will be printed. This will consist of eight loose-leaf notebooks con- tairring narrative, reports, analyses, conclusions, and recommendations for each element of the comprehensive plan. Phase IV: A brief su;nmary report containu:g methods, procedures, tabulations, and ;;rapi,s will be prepared and fifty copies submitted to the Plamring Board. -12- 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 ~ 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 sr~rE vuaucN~NO co. MELENE. NONT. 9 L-'rom the data developed and analyses conducted to this point, the specific needs of the county can be identified. The needs will be listed and described in narrative form. ~ E. Comprehensive Plan Based upon the goals and objectives established by the residents of the county, the ~ following plans will be developed. (1) Land Use Plan The land Lase plan will be developed based upon existing land use, population projections and the capability of the land to support various uses ranging from open space to commercial development. Land sufficient to meet the estimated demands for residential, commercial, industrial, transportation, utility and recreational uses will be allocated. The land use plan wlll be reviewed with residents of the county to see if it confornis with the adopted goals and objectives. (2) liousing Plan The horsing plan will be developed using data from the condition-of-stnzcture survey, projected population characteristics and socio-economic data, and housing chazacteristics projected from Census data. The plan will set forth existing housing deficiencies, and provide along-range plan for rehabilitation of existing housing and the development of sufficient new housing to meet projected demands. Methods for implementing the Ulan will be included. (3) Community Fadlities Plan Tire commuiuty facilities plan will evaluate the capability of existing police and fire protection agencies, schools, parks, utility systems and solid waste disposal sys- toms to serve the needs of the projected population. The plan will recommend im- provements and possible methods of financing the improvements. (4) Transportation Plan The transportation plan will include analysis of state and federal highway im- provements that have been programmed for future construction in the county. Ti.:e main portion of the plan will address county road problems, methods for setting im- provement priorities, road constnuction standards, and rile development of a county road plan capable of meeting the access requirements of Uie land use plan. (S) Comprehensive Plan The wmprehciuive plan will combine the land i~se, housing, community facIli- -10-