Sense of Place Council & the The MI Place Partnership Initiative www.miplace.org A survey to establish a baseline of data information on Placemaking, Form Based Codes and Charretting in Michigan Communities The following questionnaire is organized into 3-sections Charrettes, Form-Based Codes and Michigan Educational Resources. It is part of the implementation strategy for the MI Place Partnership Initiative. The survey questions are a means of collecting base line information from governmental jurisdictions so that progress can be measured over time. IF YOU, YOUR DEPARTMENT OR COMMUNITY HAVE T USED (or are not developing) CHARRETTES, FORM-BASED CODES OR RELATED EDUCATIONAL RESOURCES YOU DO T NEED TO COMPLETE THIS SURVEY. Background Michigan is at the forefront of a national movement embracing Placemaking policies in 21st-century community planning and economic development. Talented people and companies move to economic regions for a variety of quality of life reasons, not just jobs. Being globally competitive as a region requires understanding, mapping and pooling regional resources and assets. It means local governments, the private sector, schools, higher education and nongovernmental and civic organizations must all work cooperatively to market the region. This requires working together to build and maintain quality places. Thriving communities and successful regions are Places that are attractive to employees, Places where connections can happen, Places where productivity and creativity increase, and Places where professional networks foster collaboration and innovation. The Governor s MI Place Partnership Initiative moves Michigan forward by promoting strategic local Placemaking efforts that support talent attraction and economic development. The goal is to create more jobs, raise incomes and thereby restore prosperity in Michigan at least in part, through targeted local and regional Placemaking activities. The adoption of Form-Based Codes and use of Charrettes are vital Placemaking tools for Michigan s successful economic revival. This questionnaire should take approximately 5-20 minutes to complete (depending on how much your community has done in this area). Please return no later than Friday, January 4, 2013. Thanks in advance for your assistance. We would be happy to complete this survey by interview. Please call Leslie Kettren at 734-276-9434 (cell phone) to set up an appointment. Governmental Jurisdiction Population in Person completing form for the municipality Title Phone Email 1
Part 1 - The following questions are specific to Charrettes. Introduction: Placemaking is most effective when communities reach consensus on a community vision. One of the best methods for making planning and design decisions is the multi-day charrette. A multi-day charrette involves several unique components that bring together all stakeholders for an intensive, collaborative public design session usually conducted over 4 to 7 days. Charrettes are effective because consensus is reached relatively quickly, while other public planning processes offer the public opportunity for comment but at different times for different groups of people, over a longer period of time, and with less likelihood that all affected will be involved or stay involved (or will meet to discuss common issues). 1. Have you or any member of your staff or have staff in another agency in your community received charrette training from the National Charrette Institute (www.charretteinstitute.org ) and received the certification of completion? 2. If you answered, are you or members of your staff or have staff from any other agency in your community scheduled to receive this training in 2013? If, please go to question #4. 3. If you answered to questions #1 or #2, please provide the names and contact information for up to two individuals who have been trained or will be trained, and indicate the training courses that they completed or will complete in 2013. Person A Name Title Phone Email Type of training (check all that apply) NCI Charrette System Certificate (base training) Date completed? NCI Charrette Management and Facilitation Certificate (advanced training) Person B Name Title Phone Email Type of training (check all that apply) NCI Charrette System Certificate (base training) Date completed? NCI Charrette Management and Facilitation Certificate (advanced training) 2
Date completed? Was charrette training received from another source other than the National Charrette Institute? List name of organization/business When? Date completed? Was charrette training received from another source other than the National Charrette Institute? List name of organization/business When? Part 2. - The following questions are specific to Form-Based Codes. Introduction: Conventional zoning emphasizes low density single-use development, minimum lot sizes, minimum building setbacks, parking requirements, street width standards, and restrictions that separate land uses. Form-Based Codes (FBCs) emphasize the physical character of development (its form), massing elements and siting uses, while de-emphasizing the regulation of land. FBCs provide greater predictability about the look and feel of development and why it contributes to a sense of place. Developers may gain a clearer understanding of what a community seeks and is easier for citizens to be confident that developers will help create the physical development they want. This leads to better acceptance of new developments and related infrastructure investments needed to support a community s vision. 4. Have you or any member of your staff or have staff in another agency in your community received Form-Based Code training from the Form-Based Code Institute (www.formbasedcodes.org) and received the certification of completion? 5. If you answered, are you or members of your staff or have staff from any other agency in your community scheduled to receive this training in 2013? If go to question #12 3
6. If you answered to question #4 or #5, please provide the names and contact information for up to two individuals who have been trained or will be trained, and indicate the training courses that they completed or will complete in 2013. Person A Name Title Phone Email Type of Training (check all that apply) FBC 101: Introduction to Form-Based Coding FBC 201: Preparing a Form-Based Code, Design Considerations FBC 301: Completing, Adopting &Administering the Code FBC 101e: The ABCs of Form-Based Codes (online) Other (please describe): When was the certificate received for training from the Form-Based Code Institute? Was Form-Based Code training received from another source other than the Form-Based Code Institute? List name of organization/business Person B Name Title Phone Email Type of Training (check all that apply) FBC 101: Introduction to Form-Based Coding FBC 201: Preparing a Form-Based Code, Design Considerations FBC 301: Completing, Adopting &Administering the Code FBC 101e: The ABCs of Form-Based Codes (online) Other (please describe): When was the certificate received for training from the Form-Based Code Institute? Was Form-Based Code training received from another source other than the Form-Based Code Institute? List name of organization/business When? When? 7. Which of the following have you or your staff done as a result of this training? a. Conducted a Charrette to prepare an Illustrating Plan for a Form Based Code? 4
b. Prepared an Illustrating Plan or other Master Plan amendments to provide the basis for a Form Based Code? c. Amended the Master Plan to provide the basis for a Form-Based Code? d. Prepared a Regulating Plan for a Form Based Code? e. Prepared the text and illustrations for a Form-Based Code? f. Amended the Zoning Ordinance to include a Regulating Plan or otherwise to implement a Form Based Code? g. Conducted educational programs for community members? h. Other related activity? - Please specify: i. If you answered to any question in #7 above, please indicate from the reasons below why you or your staff have not taken action to follow-up on this training? Check all that apply Retired or laid off and no longer a current practicing professional longer working in Michigan (live out of state) Changed profession and this type of training is no longer applicable to my current career longer applicable to my position and this task has been delegated to others Inadequate staffing level to implement Form-Based Codes in your community Inadequate financial revenues to hire consultants/attorneys to assist with Form- Based Codes in your community Determined that Form-Based Codes are not viable in your community Other (please explain) 8. If you answered for question #7g above (conducted education programs for other community members), please identify trainings that your community has conducted as a result of Form-Based Code (FBC) training? 5
a. Have you conducted training on FBCs for the Planning Commission? b. Have you conducted training on FBCs for the City Council/Commission? c. Have you conducted training on FBCs for other Municipal boards or commissions? 1. Downtown Development Authority 2. Zoning Board of Appeals? 3. Parks and Recreation Board 4. Parking Authority 5. Other d. Have you conducted training on FBCs for members of the Business Community? e. Have you conducted training on FBCs for the Development Community? f. Have you conducted training on FBCs for citizen group organizations? g. Have you conducted training on FBCs for neighbors? h. Have you conducted training on FBCs for other communities in the region? i. Have you conducted training on FBCs for others not listed? If you answered, please list for whom this training was conducted: 9. Of the following, which types of projects has your community completed as a result of Form- Based Code training? a. Street redesign to facilitate walking? b. Sidewalk redesign to facilitate walking? c. Adopted new subdivision regulations to maximize sustainable development? d. Amended the Master Plan to incorporate Form-Based Codes? e. Amended other community plans to incorporate Form-Based Codes? (please list plans) f. Have you amended the community Zoning Ordinance to incorporate Form-Based Code elements (that apply in certain parts of the community)? g. Have you replaced your Zoning Ordinance with a Form-Based Code? h. If you answered to 9.f. or g. and have adopted a Form-Based Code(s), please provide the name, area, type, and date of adoption: Definition of types of Form-Based Codes (FBC): 6
Mandatory FBC defined as changing/replacing the existing zoning or creating a special district Parallel FBC defined as an optional overlay district Other please explain Example of how to answer question Name of FBC Birmingham Triangle District Area where FBC applies Emerging shopping district Type of FBC (refer to description above) Mandatory FBC Date of adoption 2008 FBC # 1 FBC # 2 FBC # 3 Name of FBC Name of FBC Name of FBC Area where FBC applies Area where FBC applies Area where FBC applies Type of FBC (refer to description above) Type of FBC (refer to description above) Type of FBC (refer to description above) Date of adoption Date of adoption Date of adoption 10. If you answered to 9f or 9g above, please respond to the following questions related to legal issues during the Form-Based Code planning and adoption process. a. At what point was an attorney brought into the process? (explain) b. Did the attorney ever question statutory authority to create Form-Based Codes? c. Did the attorney write an opinion that adoption of Form-Based Codes was or was not lawful?, please send us a copy d. Did the Planning Commission or Governing Body have any concerns about the legality of a Form-Based Code? e. If you answered to question d above, what were the concerns and how were these concerns resolved? 7
f. Have legal questions on the Form-Based Code been raised since its adoption? 11. The following questions are related to the Form-Based Code in Practice: a. How many projects have been proposed in your community using the Form-Based Code? b. How many projects have been approved using the Form-Based Code? c. What are the basic characteristics of those projects that were approved? (Choose up to three projects that are the most significant to promoting placemaking) Project A Project B Project C Name of Project Name of Project Name of Project Size of lot Size of lot Size of lot Setbacks, if any Setbacks, if any Setbacks, if any Height Height Height Mass Mass Mass Number of units or Sq. Ft. Number of units or Sq. Ft. Number of units or Sq. Ft. Mix of Uses Mix of Uses Mix of Uses Other characteristics Other characteristics Other characteristics 8
d. Of the projects that were denied, what were the principal reasons for denial? e. What are the basic characteristics of the projects that were denied? (Choose up to three projects that would have been the most significant to promoting placemaking) Project A Project B Project C Name of Project Name of Project Name of Project Size of lot Size of lot Size of lot Setbacks, if any Setbacks, if any Setbacks, if any Height Height Height Mass Mass Mass Number of units or Sq. Ft. Number of units or Sq. Ft. Number of units or Sq. Ft. Mix of Uses Mix of Uses Mix of Uses Other characteristics Other characteristics Other characteristics 9
Part 3. - The following questions are specific to Michigan educational resources. Introduction There are several education resources, written specifically about Michigan, which help people understand the importance and value of Placemaking, Form-Based Codes, Charrettes, Walkable Communities, etc. The following questions address those resources. 12. Have you or your staff read or used the book, Form-Based Codes in 7-Steps: The Michigan Guidebook to Livability, written by members of the Michigan Chapter of Congress for the New Urbanism, published in? http://www.amazon.com/form-based-codes-7-steps-guidebook- Livability/dp/0615729223/ref=sr_1_1?s=books&ie=UTF8&qid=1355586891&sr=1-1&keywords=Form-Based+Codes+in+7-Steps 13. Have you or your staff read or used the book, Talking the Walk: Building Walkable Communities, by Leslie E Kettren, AICP, PCP, published in 2006? http://www.planningmi.org/oldmediapage.asp 14. Have you or your staff read or used the GVMC Form-Based Code book, written by members of the Grand Valley Metro Council, published in 2006? http://www.gvmc.org/landuse/formbasedcode.shtml 15. Have you or your staff read or used the rthern Michigan Community Placemaking Guidebook: Creating Vibrant Places in rthwest Lower Michigan, written by members of the rthwest Council of Governments, published? http://nwm.org/userfiles/filemanager/831/ 16. Have you or your staff read or used the City of Marquette s 2004 Community Master Plan update titled, Marquette A Premier, Livable, Walkable, Winter City, that contains walkable elements? http://www.mqtcty.org/departments/planning/files/master_plan.pdf 17. If you answered to any of the questions 12-16 above, have you passed these books along for others to read and use? 18. Are there other Michigan specific resources you have read or used? If you answered, what are they? 10
Thank you for your participation! It is anticipated that a similar type of survey will be conducted periodically to monitor and measure implementation of Charretting and Form-Based Codes. Results of this survey and other placemaking implementation measures will be available from www.miplace.org Please complete and return by January 4, 2013 PLEASE FAX COMPLETED FORM TO: 517-432-3222 OR MAIL TO: Jackie Spry Planning & Zoning Center at MSU 1405 S. Harrison Road 310 Manly Miles East Lansing, MI 48823 Call Jackie Spry at 517-432-2222 with any questions. Call Leslie Kettren at 734-276-9434 to schedule an interview to complete the survey, instead of filling it out yourself. 11