Town of Schroeppel BOA RFP_final.pdf

REQUEST FOR PROPOSALS

Professional Services for Preparation of Route 57 Corridor Brownfield Opportunity Area (BOA) Plan

Town of Schroeppel, Oswego County, New York

CFA #141925

Issued By:

Town of Schroeppel

69 County Route 57A

Phoenix, NY 13135 www.townofschroeppel.com

August 12, 2025

JoAnn Nazarian, Town Supervisor

Zachary Gelling, Deputy Supervisor/Town Council

Justin Hart, Town Council

Tom Millert, Town Council

Matt Notaro, Town Council

A. Invitation to submit proposals

The Town of Schroeppel is seeking to retain a Consultant, or team of Consultants to provide professional services to oversee and coordinate the development of a Brownfield Opportunity Area (“BOA”) Plan with funding provided by the New York State Department of State (“DOS”). The BOA Plan will result in a detailed description and analysis of the existing conditions, development opportunities, and reuse potential of parcels located in the proposed BOA. The study will strategically focus on key sites that are perceived as catalysts for redevelopment of the entire BOA.

B. Project Area Description

The Town of Schroeppel proposes to develop a Brownfield Opportunity Area (BOA) Nomination Plan for a priority area at the southwestern end of the Town, encompassing several properties along and near the Oswego River waterfront. The proposed BOA is centered around the County Route 57/57A intersection, extending south along Route 57 toward Hoag Drive. It includes several underutilized and vacant sites with suspected contamination. Revitalization of this area is particularly important, as it is a main corridor from Onondaga County into Oswego County and has untapped potential for public access and amenities related to the riverfront. The timing of this planning is crucial, as the federal government recently designated much of Upstate NY as a technology hub and Micron is investing billions of dollars into the Central New York region to build a facility less than 10 miles from the Town border. This will bring thousands of new jobs, residents, and businesses to the region over the next decade. A BOA plan will position the Town to welcome the new growth, allowing Schroeppel to address its blighted properties while generating economic vitality.

The primary objectives of this project are to:

• Analyze existing conditions and conduct a market study to identify issues and opportunities present within the study area.

• Collaborate with community organizations and private property owners to bring productive and sustainable uses to the area.

• With input from landowners, the community, and other stakeholders, define a vision and goals for the area and its potential uses.

• Create a master plan that incorporates the completed analyses, community, and stakeholder input, and develop goals to articulate the community’s vision for revitalization and economic prosperity.

In addition, the completed plan will:

• Outline specific strategies and opportunities for revitalization, guiding public and private actions and investment; as well as guide and encourage the sustainable development of suspected brownfield sites. The recommendations of the plan will be to:

o Foster existing and new economic activity to increase local job creation;

o Honor the history and atmosphere of this industrial area, while better integrating it with the neighborhoods it lies within and the surrounding commercial area;

o Provide better connectivity between key sites and landmarks with the Town’s commercial core, contributing to commercial attraction and tourism efforts;

o Improve workforce development opportunities by creating mixed use spaces, as indicated in the Focus Area One – 3 Rivers Plaza within the Town’s comprehensive plan;

o Emphasize incoming development to be situated within the commercial core, where there is already sufficient investment in public infrastructure and resources; and o Support a mix housing, including affordable housing opportunities, for new and existing residents of all ages, where feasible and appropriate.

Additional details on the scope of work are found in the attached work plan (Attachment A).

C. Submission Details

1. Proposal Submissions

Proposals must include, and be formatted, the following (further detailed in Section D):

a. Project Cover Letter

b. Project Approach/Understanding (scope of services aligned with proposed work plan)

b. Respondent Qualifications

c. Respondent Experience

d. Project Management & Administration

e. Project Schedule

f. Pricing Proposal

g. Required Statements One (1) electronic version of the proposal and two (2) hardcopies of the proposal are required to be submitted no later than 3:00 PM on October 16, 2025. Facsimile submissions will not be accepted. Proposal envelopes should be clearly labeled to identify the name of the proposer and the Project name.

The information requested through this RFP is necessary for the Town of Schroeppel to adequately evaluate any proposal. Applicants are urged to submit proposals as complete as possible on their initial submission. Failure to supply the requested information may result in the rejection of a proposal.

Proposals must be delivered to:

Darlene Owens

Town Clerk townclerk@townofschroeppel.com

Schroeppel Town Hall

69 County Route 57A, Phoenix, New York 13135

2. Evaluation Timeframe

Consultant interviews, if deemed necessary by the Town of Schroeppel, or project award is anticipated to be communicated within 8-9 weeks after project proposals are received.

Respondents will be notified in writing as to whether they were selected or not selected to provide the services as described in this RFP.

3. Contract Requirements

Agreement:

The Project will be awarded to one Consultant/team that will be held solely responsible for providing the professional services required for the Project. The selected Consultant will be required to enter into a Consulting Agreement with the Town of Schroeppel.

The Consultant will not begin any work outlined within the RFP prior to being notified by the

Town in writing. The Consultant must agree to commence work on the date contained within the written notice and to fully complete the Project within the time limit specified in the

Agreement.

Insurance:

The selected Consultant will be required to maintain the types and limits of insurance. Insurance certificates naming the Town of Schroeppel as additional insured which reflect a Waiver of

Subrogation, must be provided to the Town prior to the commencement of the Project.

Indemnification:

The selected Consultant will be required to indemnify and hold harmless the Town of Schroeppel and their agents and employees.

D. Required Submittal Elements

1. Project Cover Letter

A brief introduction of the Consultant/Team, identifying those firm(s) involved in the project and the primary contact person/people. The letter must be signed by a person authorized by the

Consultant to obligate the Consultant to perform the commitments contained in the proposal.

Submission of the letter will constitute a representation by your firm that your firm is willing and able to perform the commitments contained in the proposal. This should be no more than 2 pages in length.

2. Project Approach/Understanding

Consultants must submit a project approach letter showing an understanding of the project goals and deliverables and a general description of the services that the Consultant proposes to provide to the Town of Schroeppel, aligned with the work plan detailed in Attachment A.

Recommendations for any tasks or deliverables not defined in the work plan should be clearly highlighted. Respondents shall be willing to travel to, and be present at, on-site and off-site professional and public meetings and work proactively with any Project partners.

Work to be provided by or completed by any subconsultants should be indicated within the proposal, including any specific work or strategies for the inclusion of MWBE firms. Funding for this project comes in part through a Brownfield Opportunity Area (BOA) grant administered by the New York State Department of State (DOS), created by the Superfund Law of 2003. Under

Article 15A, Executive Law, the State of New York is committed to providing Minority and

Women Owned Business (MWBE) equal opportunity to participate in government contracts. The following goals have been set for this project: 30% MWBE. The successful bidder may be required to furnish reports showing the participation of various business enterprises of subcontractors and suppliers on the contract.

3. Respondent Qualifications

All Consultants submitting a proposal shall be actively engaged and experienced in, and/or shall subcontract to sub-consultants who are directly experienced in, the nature of the work described in this RFP. The response should address the firm’s overall philosophy, list its areas of specialization, and highlight its technical competence and expertise. Respondents shall submit a description/overview of the organization, organizational chart (with designation of Primary

Point of Contact) and resumes of the primary project team members and any subconsultants.

4. Respondent Experience

Respondents should demonstrate experience with municipal planning, rural development, brownfields, and market analysis. Additionally, a minimum of three (3) examples with references for projects of a similar nature should be provided that have been completed by the

Consultant team. A list of projects that are currently underway or future commitments that would be relevant to the size and scope of this project should also be included.

5. Project Management & Administration

The Consultant shall provide an overall project management approach and methodology that outlines project tracking, performance monitoring, progress reporting procedures, quality, and cost-control procedures. Familiarity with reporting procedures with NYSDOS-administered grants should be included.

6. Project Schedule

The Consultant must agree to commence work on the issue date and to fully complete the

Project within the time limit specified in the Agreement. All deliverables identified in the Scope of Services are anticipated for completion within a 14 to 15-month period from contract execution or within a timeframe established by the Town of Schroeppel in coordination with the

NYS Department of State, as the funding agency for this project.

7. Pricing Proposal

Pricing proposal should include the total cost for Consultant services for all tasks noted herein with fees associated with each task broken down. Each task deliverable must be identified in the same order as it was outlined within the Anticipated Scope of Services. For this project, the budget shall not exceed $180,000.00.

8. Required Statements

i. Statement providing availability of all required insurance at the time of contract execution and that the selected Consultant will hold the Town of Schroeppel and any other landowner(s) harmless during the contract period. ii. Statements that the Consultant and employees are legally able to work in the United States and New York State specifically.

Note: While there is no page limit associated with items 2-8 above, Consultants are asked to be as concise and clear as possible in their approach; excessive details and narrative beyond the scope of work requested may count negatively towards the proposal evaluation.

E. Questions Regarding RFP

Responders who have any questions regarding this RFP are permitted to submit questions in writing to

Darlene Owens, Town Clerk, at the following e-mail address: townclerk@townofschroeppel.com with the subject line “Route 57 BOA”.

All questions must be received by September 18, 2025. All questions will be answered in writing and sent to all Consultants who have been sent or requested a copy of the RFP. No questions will be answered over the phone or by other employees/staff/representatives of the Town of Schroeppel before the proposal submission deadline. Contact regarding this RFP with any person not listed above could result in disqualification.

F. Evaluation of Proposals

All proposals will be reviewed in accordance with, and be subject to, the criteria, procedures, submission requirements, and other requirements outlined in this RFP. Proposals will be evaluated based on (in no particular order or preference):

a. Clarity of proposal

b. Understanding of the Project

c. Qualifications of the project team

d. Familiarity with the Town of Schroeppel

e. Previous relevant project experience

After receipt and the Town’s review of the proposals, the Town of Schroeppel may, at its discretion, conduct interviews with one or more Consultants that submitted a proposal, to allow the shortlisted

Consultant team(s) an opportunity to present their proposal to, and discuss it with, the Town, and to answer the Town’s questions regarding their proposal. If a contract is to be awarded, the Town of

Schroeppel will award the contract to the Consultant whose proposal, at the Town’s discretion and in consultation with any funding sources, is in the best interest of the Project. The Town of Schroeppel is not required to select the lowest bidder.

The Town of Schroeppel has been and will continue to be an equal opportunity organization. All qualified

Minority and Women-Owned Business Enterprise (MWBE) suppliers, contractors and/or businesses will be afforded equal opportunity without discrimination because of race, religion, national origin, sex, age, disability, sexual preference, or Vietnam Era Veterans status.

G. Miscellaneous

The Town of Schroeppel reserves the right to postpone or withdraw this RFP; to accept or reject any and all proposals; to modify or amend the terms of this RFP or to waive any requirement of this RFP with respect to one or more respondents; to negotiate or hold discussions during the interview process (if conducted) regarding the terms of any proposal received in response to this RFP or take any other actions with respect to issuance or award of this RFP; all as Town of Schroeppel may deem to be in the best interest of the Town and the project.

The Town of Schroeppel does not assume the responsibility or liability of costs incurred by Consultants responding to this RFP or to any subsequent requests for proposals, interviews, additional information, submissions, etc. prior to issuance of an Agreement.

Contract Number: CFA #141925

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ATTACHMENT A - WORK PLAN

Town of Schroeppel Route 57 Corridor Brownfield Opportunity Area Plan

1. Project Description

The BOA Plan will provide an in-depth and thorough description and analysis of existing conditions, opportunities, and reuse potential for properties located in the proposed Brownfield Opportunity Area (BOA) with an emphasis on the identification and reuse potential of strategic sites that are catalysts for revitalization and culminate in designation of the area by the Secretary of State.

Key project objectives include:

• Identifying and providing a clear description and justification of a manageable study area and associated boundaries.

• Establishing a community and stakeholder participation process.

• Developing a clear community vision and associated goals and objectives for the study area.

• Completing a comprehensive land use assessment and analysis of existing conditions in the study area, including an economic and market trends analysis, to determine the range of realistic future uses and types of redevelopment projects to revitalize the study area.

• Identifying strategic sites that represent key redevelopment opportunities and fully examining their redevelopment potential.

• Based on the analysis, a description of key findings and recommendations for future uses and other actions for redevelopment and community revitalization.

• Providing a series of key recommendations to serve as the basis for project implementation.

• Submission of a BOA designation package for approval and official designation by the Secretary of

State.

2. Project Attribution and Number of Copies

The Contractor must ensure that all materials printed, constructed, and/or produced acknowledge the contributions of the Department to the project. All final and public facing materials must include the

Department of State logo and the following acknowledgment:

"This [document, report, map, etc.] was prepared with funding provided by the New York State

Department of State Environmental Protection Fund."

The contributions of the Department must also be acknowledged in community press releases and other notices issued for the project, including web site postings and other forms of digital distribution. The Contractor must provide adequate notice, at least two weeks to the Department prior to any press release and/or events including groundbreakings and ribbon-cuttings to coordinate appropriate DOS attribution and participation. Project press releases and other notices shall be approved by the Department prior to release.

The Contractor must submit to the Department all required products, clearly labeled with the NYS

Comptroller's contract number as indicated on the Face Page of this Contract and where applicable, the related task number from this Work Plan.

Unless otherwise specified in the Work Plan tasks, the Contractor shall submit products in the following formats:

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• Draft products: one digital copy of each product must be submitted in Microsoft Word and Adobe®

Acrobat® Portable Document Format (PDF), created using 300 dpi scanning resolution.

• Final products: one electronic copy of each product must be submitted in Microsoft Word, PDF (20 MB maximum, per PDF), created using 300 dpi scanning resolution. In addition, one paper copy of each final product (including reports, designs, maps, drawings, and plans) must be submitted, upon request.

• Electronic data for all Geographic Information System-based mapping products and associated spatial data must be submitted in either ArcGIS format, or similar product acceptable to the Department, and comply with the requirements for Contract GIS Products. Formal metadata must be provided with all digital GIS data which includes, at minimum, a file summary/abstract, intended use, data, source data, and author information.

3. Compliance with Procurement Requirements

The municipal attorney, chief legal officer or financial administrator of the municipality shall certify in writing to the Department that applicable provisions of General Municipal Law were fully complied with.

4. Reporting Documents

Documents and guidance for regular reporting and payment requests are made available the OPDCI Contract

Resources webpage available at https://dos.ny.gov/opdci-contract-resources. Documents available include payment requests, status reports, amendment requests, final project closeout document, procurement certification, contract reporting requirements and MWBE forms.

5. Project Components

Component 1: Project Start-Up

Task 1.1: Project Planning Meeting

The contractor and Department of State (DOS) shall conduct an initial meeting with key project participants to discuss and finalize project scope, objectives, approach, and regulatory requirements. The meeting agenda should include:

• Project scope

• SEQRA requirements

• Potential services required

• Approach to developing project steering committee

• Public engagement strategy

• MWBE requirements and approach

Meeting Materials:

• Agenda

• Project workplan & budget

• Supporting materials (e.g., maps, visuals, list of proposed advisory members, etc.)

Attendees:

• Contractor

• Agency representatives from DOS and other agencies as applicable https://dos.ny.gov/opdci-contract-resources

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Products:

• Meeting summary and notes

Task 1.2: Establish Project Steering Committee

The contractor shall establish a steering committee to oversee the planning process. The committee shall include members that represent diverse interests within the community, including, but not limited to:

• local municipal officials from the community in which the project is located

• community-based organizations or not-for-profit organizations

• regional planning entities or other regional groups

• appropriate state and/or federal agencies

• private or business interests

• property owners

• non-governmental entities and civic groups

• environmental groups or organizations

• area residents and the public at large

The contractor shall complete and distribute a list of the steering committee members.

Product:

• List of steering committee members.

Task 1.3: Solicitation of Consulting Services

Should the contractor require the services of a consultant, a Request for Proposals (RFP) process shall be used to select a consultant based on the submission of a full project proposal. The process is as follows:

• The contractor shall draft an RFP, including a complete project description, a detailed project scope, expected outcomes, and criteria for selecting a preferred proposal.

• The RFP shall be submitted to the DOS for review and approval prior to release for solicitation of proposals.

• After the DOS has reviewed and approved the request for proposals, the contractor may directly notify, through e-mail or regular mail, potentially qualified consultants of the request for proposals.

• The contractor shall also advertise the RFP in the NY State Contract Reporter, a regional newspaper, or an appropriate trade publication.

• The contractor shall conduct and document outreach to NYS-certified MWBE consultants to ensure

State goals can be met.

• An approved RFP sent to qualified subcontractors

• Copy of advertisement

• Documentation of outreach to qualified NYS-certified MWBE firms

Task 1.4: Consultant Selection and Compliance with Local Procurement Requirements

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In consultation with DOS, the contractor shall review all proposals received as a result of the RFP. Based on the reviews of the consultant proposals, the contractor shall organize and conduct interviews of the top-ranked candidate consultants.

At a minimum, the following criteria are suggested for use in evaluating consultant responses:

• Quality and completeness of the response

• Understanding of the proposed scope of work

• Applicability of proposed alternatives or enhancements to information requested

• Cost-effectiveness of the proposal

• Qualifications and relevant experience with respect to the tasks to be performed

• Reputation among previous clients

• Ability to complete all project tasks within the allotted time and budget

• Ability to meet MWBE requirements

Incomplete proposals that do not address all the requested components should not be accepted for review and consideration.

The consultant selected is subject to approval by the DOS.

The municipal attorney, chief legal officer, or financial administrator for the municipality (contractor) shall certify to the Department of State that the procedures of the municipality, established pursuant to General

Municipal Law, Section 104-b, were fully complied with for all contracts for professional services.

• List of top-ranked candidates and letter from the contractor to DOS indicating the selected consultant

• Signed DOS Procurement Certification for contracts for professional services

Task 1.5: Consultant Subcontract Preparation and Execution

The contractor shall prepare a draft subcontract to guide the work of the selected consultant. The contract shall contain:

• A detailed workplan with adequate opportunities to review project milestones

• A payment schedule (payments must be tied to receipt of acceptable products in the work plan)

• Project cost detailed by component tasks.

• The professionals from the firm that will be directly involved in the project.

• The composition of the entire team, including firm name and area of responsibility/expertise.

• The persons, including firm affiliation assigned to undertake and complete specific workplan tasks.

The contractor shall submit the draft subcontract to the DOS for review and approval. A copy of the final subcontract, incorporating DOS’s comments on the draft, shall be provided to DOS.

• Draft and final, executed consultant subcontracts

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Task 1.6: Project Scoping Session with the Selected Consultant

The contractor, DOS, and the consultant shall hold a scoping session to review project and contract requirements and to share information with the consultant that will assist in completing the project. Topics shall include but are not limited to the following:

• project scope and budget allocation

• study area boundary

• community participation and visioning process

• project goals and objectives

• existing relevant information (maps, reports, etc.)

• access to information from past or current projects

• responsibilities of the participants (contractor, consultant, and DOS)

• timeframes and deadlines

• reporting requirements

• SEQRA requirements

• expected products, including BOA Designation

• MWBE goals

• Meeting summary prepared by the contractor, with note of agreements/understandings reached, and distributed to scoping session participants

Component 2: Community and Stakeholder Participation

Task 2.1: Community and Stakeholder Participation

The contractor shall prepare a Community and Stakeholder Participation Plan of agreed upon public outreach and techniques to ensure meaningful public participation in the planning process. This includes an anticipated schedule of public meetings, other outreach methods and techniques that will be used to ensure public participation throughout the course of preparing the BOA Plan. This shall be completed in coordination with the

Steering Committee, DOS and other key participants.

Public participation should occur early and consistently in the process through visioning workshops, informational meetings, project presentations, and public education. The contractor shall provide DOS with a minimum of two weeks' advanced notice of all proceedings relative to the public participation process.

Community outreach should serve to inform the public about the project and serve as a means for the public and stakeholders to participate in forming the plan, thus ensuring community support and understanding. The public participation outline and summary description shall be subject to review and approval by the DOS.

Public participation shall include, at a minimum:

• the use of a local steering committee to guide plan preparation

• the preparation, update and maintenance of a community contact list that includes the names, addresses, telephone numbers, and e-mail addresses of individuals and organizations with a stake in the proposed area. This is to be used on a regular basis to keep stakeholders informed of progress on the plan

• an initial public kick-off meeting to explain the BOA Program and the project's intent and scope and to solicit initial public input to develop, refine, or confirm the community's vision for the study area, project goals and objectives, opportunities and constraints

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• the review of the vision statement, goals, and objectives

• review of the existing conditions analysis

• review of the economic and market trends analysis and an exploration of alternative approaches to redevelopment and revitalization

• a public presentation and informational meeting on the draft BOA Plan that solicits feedback on the entire project, including the strategic sites, redevelopment strategies, findings of all analyses, and key recommendations.

Methods and techniques may include, but are not limited to:

• public informational or outreach meetings

• stakeholder interviews

• visioning sessions

• design charettes

• workshops

• discussion groups

• surveys

• public meetings and hearings

• Approved Community and Stakeholder Participation Plan, including anticipated schedule of public proceedings. The contractor shall be responsible for carrying out the plan.

Component 3: Draft BOA Plan

The contractor shall prepare a draft BOA Plan that provides a thorough description and analysis of the study area.

The draft BOA Plan will consist of the following tasks addressing the study area. Emphasis will be placed on the identification and reuse potential of strategic sites and area-wide improvements that are catalysts for revitalization.

Task 3.1: Description of the Project and Area Boundary

The contractor shall prepare a narrative and visual description of the following elements:

A. Lead Project Sponsors

Description of project sponsors, including relationship and organizational structure between the sponsoring municipality and involved community-based organizations OR the relationship and organizational structure between the sponsoring community-based organization and the municipality.

B. Project Overview and Description

Overview of the project, including: the relationship of the study area to the community and region; acreage in the study area; and the number and size of potential brownfield sites and other abandoned, vacant, or partially developed sites located in the proposed BOA. The description shall include the relationship of the BOA to any existing comprehensive plans and/or economic development initiatives, reports or strategies with an emphasis on creating linkages between related planning and implementation efforts.

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The description shall include the area's revitalization potential in terms of a range of opportunities, including:

• new uses and businesses

• creating new employment and generating additional revenues

• new public amenities or recreational opportunities

• restoring environmental quality

Map Requirements:

• A map showing the boundary of the BOA area

• A Community Context Map that shows the location and relationship of the community (in which the proposed BOA is located) to the surrounding municipality, county and region

C. Community Vision and Goals

A cohesive vision statement for the area shall be prepared with a list of specific goals to be achieved relative to community redevelopment and revitalization as shaped and expressed by the community.

Project goals should be expressed in terms of opportunities for:

• development projects that align with community needs

• new housing

• improved economic conditions

• advancing environmental justice concerns

• additional open space and/or recreational amenities

• advancing energy efficiency, renewable energy, and energy storage practices

• enhancing resiliency

• other goals and objectives relevant to the redevelopment of real or perceived brownfields or underutilized property

Such goals shall, where practicable, reflect to the degree appropriate smart growth principles:

• Develop plans and land use regulations that allow for and encourage mixed-use neighborhoods.

• Enable a diverse mix of housing types, providing opportunity and choice for all.

• Prioritize infill and redevelopment of existing buildings to revitalize neighborhoods and downtowns, including areas around public transit.

• Provide well-planned, equitable, and accessible public spaces.

• Encourage compact neighborhood design and concentrated development around existing infrastructure.

• Preserve open space, agricultural resources, and natural resources.

• Prioritize transportation options such as walking, cycling, and public transportation.

• Promote climate resiliency and adaptation, preferably through nature-based solutions, and reduce greenhouse gas emissions.

• Build on unique traits to create an attractive and welcoming community with a strong sense of place.

• Engage in an inclusive, collaborative public planning process that considers the needs and character of the community.

D. BOA Boundary Description

A description and justification of the proposed BOA boundary. The borders of a BOA boundary should follow recognizable natural or existing boundaries such as, but not limited to: highways, local streets, rail lines, municipal jurisdictions or borders, or water bodies. The project study area should be between 50-500 acres.

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In determining the borders, consideration may be given to:

• land uses that affect or are affected by identified potential brownfields, vacant, or underutilized property

• natural or cultural resources with a physical, social, visual or economic relationship to identified potential brownfields

• areas necessary for the achievement of the expressed goals of the BOA

Map Requirement:

• The description shall include a BOA Boundary Map that clearly shows and identifies the location and boundaries of the study area

• A complete narrative Description of the Project with the community’s vision and goals, BOA Boundary, and all required maps, as described in Task 3.1 above. This will be presented in the draft BOA Plan as

Section 1.

Task 3.2: Description of Community Participation Process and Outcomes

The contractor shall prepare a narrative description of the following elements:

A. Outcomes from Community and Stakeholder Participation

Description and analysis of community and stakeholder input and feedback received during meetings and workshops or other community participation, as outlined in Component 2. This analysis should identify key outcomes that inform the project. The contractor shall also provide a detailed description of all meetings and workshops and other community outreach activities that occurred.

• A complete narrative description of the activities and outcomes from Community and Stakeholder

Participation as described in Task 3.2 above. This shall be presented in the draft BOA Plan as Section 2.

Task 3.3: Existing Conditions Analysis

The contractor shall prepare an analysis of the existing conditions of the proposed BOA that include the following elements:

B. Community and Regional Context

A description of the contextual relationship of the proposed BOA to the community, municipality, and region that places the proposed BOA area into a larger context. The description may include indicators relevant to the

BOA Plan study, such as:

• demographic information, including socially vulnerable populations

• housing trends and needs

• economic conditions

• land use history and current status

• transportation systems

• infrastructure

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• natural features

• current and future hazard/climate risks (e.g., information from local and/or State Hazard Mitigation

Plan)

C. Inventory and Analysis of the Proposed BOA

An inventory and analysis for the entire BOA, including a thorough analysis of existing conditions, opportunities, and reuse potential for properties located in the proposed BOA. This analysis should provide support for the reuse potential of strategic sites that are identified by the community as catalysts for revitalization.

The purpose of the inventory and analysis is to make specific and realistic recommendations in the proposed

BOA for implementation projects, including land and groundwater use. Therefore, this analysis must include all of the relevant information needed to contextualize and develop these recommendations.

In order to clearly organize and present the inventory and analysis, the BOA may be divided into logical geographic sectors, or subareas. The study area, sectors, and/or subareas must be described in terms such as:

total acres; acres developed and vacant, including strategic sites for redevelopment; and percent of the total area or sector developed with specific land use types and percent of land area vacant.

The inventory and analysis shall include, but not be limited to, an analysis of the following:

Existing Land Use and Zoning

An analysis of the existing land use pattern and zoning districts within the BOA, including:

• location of study area as it relates to the community

• total land area in acres and area of each sector or sub area in acres of the proposed

BOA

• existing and adjacent land and water uses including, but not limited to, residential, retail, commercial, mixed use, water-dependent, industrial including manufacturing and public utilities, publicly or privately owned vacant or underused sites, dedicated parks and open space, and institutional and cultural uses

• land area committed to each land use category

• potential brownfield sites and all underused, abandoned, or vacant properties that are publicly and privately owned

• known data about the environmental conditions of the properties in the area

• climate/hazard risk data or information

• existing zoning districts and other relevant local laws or development controls guiding land use including but not limited to historic districts

• local, county, state or federal economic development designations or zones

Map Requirements:

The analysis of the existing land use pattern and zoning must include:

• an Existing Land Use Map that shows the pattern of existing land use

• an Existing Zoning Map that shows the location and type of zoning districts as well as economic designations or zones

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Brownfield, Abandoned, and Vacant Sites

A definition and narrative description of “brownfield site” and related terms consistent with DOS guidance.

An inventory, analysis and narrative description of known and suspected brownfield sites, vacant and abandoned sites within the BOA area to include, at a minimum, physical features, including location, proximity to other key sites, size and condition, potential contamination issues, historic hazard impacts, current and future climate/hazard risks, and use potential.

This inventory and analysis may be based on: review of existing or historical records and reports, aerial or regular site photographs, and existing remedial investigations, studies and reports; field observations from locations adjacent to or near the site, or, if permission is granted, from being present on the site; interviews with people that are familiar with the land use history of the site; and/or any other known data about the environmental conditions of the properties in the proposed BOA, as needed.

For each relevant potential brownfield, abandoned or vacant site, complete descriptive profiles shall be provided. These profiles should include details that describe the relevance of these sites in relation to the proposed BOA study and contribute to an understanding of the reuse potential of these sites. At a minimum, this shall include, but is not limited to:

• site name and location, including owner, site address, and size in acres

• location on the Underutilized Sites Location Map

• current use or status and zoning

• existing infrastructure, utilities, and site access points

• proximity to existing transportation networks

• natural and cultural resources or features

• if applicable, flood zone and which type (A, AE)

• adjacent uses

• environmental and land use history, including previous owners and operators

• known or suspected contaminants, and the media which are known or suspected to have been affected

(soil, groundwater, surface water, sediment, soil gas) based on existing environmental reports and other available information

• use potential (recreational, residential, commercial, and industrial, including renewable energy and energy storage) and potential redevelopment opportunities

• The description shall include an Underutilized Sites Location Map that clearly shows the location, borders and size of each potential brownfield site and other underutilized, abandoned or vacant sites showing private or public ownership, with an identifying reference to the attached profiles.

Land Ownership Pattern

A description and analysis of the private and public land ownership including: land and acres held in public ownership (municipal, county, state, and federal); land held in private ownership; potential brownfields held in private or public ownership; and land committed to road/rights-of-way.

• The description shall include a Land Ownership Map that shows public and private land ownership.

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Parks and Open Space

A description of all public (municipal, county, state, and federal) and privately-owned lands that have been dedicated for or committed to parks or open space use including an analysis of adequacy of parkland, condition and utilization.

• The description shall include a Parks and Open Space Map that shows lands that have been dedicated or committed for park or open space use.

Building Inventory

An inventory, description and analysis of key buildings in the area, including building name, levels, gross square footage, original use, current use, condition, and ownership.

• The description shall include a Building Inventory Map that shows the location of key buildings.

Historic or Archeologically Significant Areas

A description and analysis of historic or archeological areas, sites, districts, or structures that are of local, state or federal significance.

• The description shall include a Historic or Archeologically Significant Areas Map that shows resources of historic significance (may be shown as part of the Building Inventory Map).

Transportation Systems

A description and analysis of the various transportation systems (vehicular, rail, subways, air, navigable waterways, esplanades) in the study area and the types of users (truck, car, bus, ferry, train, subway, recreational and commercial vessels, pedestrian, bicyclists, etc.).

• The description shall include a Transportation Systems Map that shows transportation networks and systems.

Infrastructure

A description and analysis of the area's infrastructure (water, sewer, storm water, etc.) and utilities including location, extent, condition and capacity. This description and analysis will also include parking lots and garages.

• The description will include an Infrastructure and Utilities Map that shows the areas primary infrastructure.

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Natural Resources and Environmental Features

A description and analysis of the area's natural resource base, environmental features and current conditions including, but not limited to: upland natural resources and open space; surface waters and tributaries, groundwater resources and use; wetlands; flood plains; erosion hazard areas; fish and wildlife habitats; air quality maintenance areas; visual quality; agricultural lands; and locally, state, or federally designated resources.

• The description shall include a Natural Resources and Environmental Features Map that shows the location of primary natural resources and environmental features.

Economic and Market Analysis

An economic conditions and market analysis with concrete findings that define realistic future use scenarios for key sites within the proposed BOA. Future land uses must be economically viable, resilient, compatible, and appropriate for the area targeted for redevelopment.

The economic analysis shall focus on select datasets and indicators that provide insight into the particular socio-economic and market conditions and opportunities within the proposed BOA area and immediate region. These conditions and opportunities may also be identified through stakeholder interviews, community input, real estate analysis, existing studies, and secondary datasets.

The outcomes of the economic and market analysis should be described in relation to potential reuse scenarios for sites within the BOA area. The economic and market analysis shall consist of a micro (neighborhood, street, block, site specific) analysis and may consist of a macro (state and regional) analysis, if applicable.

Strategic Sites

A list of strategic sites developed from supportive criteria identifying the most likely sites to spur area-wide revitalization. Based on the analyses above, the contractor should identify a thorough list of strategic sites for redevelopment, as well as a description of the process and criteria used to determine the strategic sites selected.

This should include a detailed rationale for how these criteria were selected by the community and stakeholders.

Factors that may be used to identify strategic sites can include but are not limited to: overall importance to the community and the revitalization effort; location; ownership and owner willingness; on-site structures; level of contamination; property size and capacity for redevelopment; potential to spur additional economic development or positive change in the community; potential to improve quality of life or to site new public amenities; community support for proposed projects for the site; adequacy of supporting or nearby infrastructure, utilities, and transportation systems; levels of current and future climate/hazard risks and opportunities to enhance resiliency; and other factors as may be determined by the community.

Site profiles shall be created for all strategic sites.

• Strategic sites that have been identified through the planning process

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E. Environmental Review of Strategic Brownfield Sites

A list of candidate sites to be considered for Phase 2 site assessment funding. Prior to completion of the summary analysis and findings, the contractor shall hold discussions with DEC and DOS regarding the identified strategic brownfield sites that may be candidates for site assessment funding. The recommended discussions will serve to aid in prioritizing the sites that may be eligible for Phase 2 site assessment funding or technical assistance under BOA, the State's remedial programs (i.e., Environmental Restoration Program, or

Brownfield Cleanup Program), or other programs.

F. Key Findings of Inventory and Analysis

A set of key findings drawing from community and stakeholder input, analysis of the proposed BOA area, economic and market analyses, and strategic sites analysis. These key findings should lead to clear, actionable recommendations for revitalization and redevelopment, to be outlined in detail in the following section.

The key findings should describe, but are not limited to, the following:

• clear comparison of proposed future uses and necessary or desired zoning changes to existing land use and zoning

• publicly controlled and other lands and buildings which are or could be made available for development or for public purposes

• potential interim land uses for strategic brownfield sites that have been identified by the community as catalysts for revitalization

• climate or hazard risks, including, but not limited to, potential impacts on future land uses, infrastructure, and populations as well as opportunities to enhance resiliency

• necessary infrastructure improvements and other public or private measures needed to stimulate investment, promote revitalization, and enhance community health and environmental conditions

• opportunities for properties located in the proposed BOA, with an emphasis on redevelopment of properties identified as strategic sites for recreational or cultural amenities, residential, commercial, and industrial, including renewable energy and energy storage

• conditions and requirements for anticipated redevelopment for strategic sites

• A complete narrative of the analysis of the proposed BOA, all required maps, and site profiles for relevant real or perceived brownfield, abandoned, and vacant sites and all identified strategic sites as described in Task 3.3 above. This shall be presented in the draft BOA Plan as Section 3.

Task 3.4: Final Recommendations and Implementation Strategy

A. Recommendations for Revitalization and Redevelopment

A summary analysis and recommendations for revitalization and redevelopment shall be prepared based on the more thorough analysis of the tasks above.

These recommendations should focus on reuse and redevelopment opportunities and needs for properties located in the proposed BOA. They should include detailed redevelopment concepts for strategic sites that have been identified by the community as catalysts for revitalization. These concepts may include strategies such as, but not limited to redeveloping strategic sites for retail, mixed use, industrial, recreational, cultural, public

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• The Recommendations and Revitalization Strategy shall include a Revitalization Actions Map(s) visually illustrating recommended projects and improvements.

B. Interagency/Partner Engagement

The contractor and the DOS shall, as appropriate, coordinate a discussion of opportunities for implementation of the BOA with potential partners from a variety of sectors.

The contractor may be requested to prepare for and participate in interagency workshops with appropriate local, county, state, and federal agencies.

The goals for these workshops may include:

• improved communication and understanding among the agencies about the community’s vision, project objectives and needs

• improved understanding of various government programs, services, and potential financing (grants and loans) that could advance implementation of the BOA plan

• support from government agencies for permitting, technical assistance, and financing and coordinate government agency actions

C. Implementation Strategy and Matrix

The contractor shall develop an implementation strategy that outlines short- and long-term projects and related actions required to advance redevelopment. This should be based on the summary recommendations outlined in

Section A – Recommendations for Revitalization and Redevelopment.

The implementation strategy should be based on a set of redevelopment concepts that guide the implementation approach. These redevelopment concepts should articulate a clear direction for future use of targeted sites and/or subareas, based on the analysis of community priorities and opportunities for the BOA area.

Information presented for each project should include at least: responsible party(ies), estimated cost, possible funding sources, a timeframe for implementation, and any interim pre-development activities that may be required. Projects included shall be specific and actionable.

• Final set of recommendations for revitalization and redevelopment

• Summary of points of agreement…