<%BANNER%>
HIDE
 Agenda
 Work Program draft


UF



St. Augustine Historic District Strategic Plan Steering Committee and public forum agenda
ALL ISSUES CITATION SEARCH THUMBNAILS DOWNLOADS PAGE IMAGE ZOOMABLE
Full Citation
STANDARD VIEW MARC VIEW
Permanent Link: http://ufdc.ufl.edu/UF00091501/00001
 Material Information
Title: St. Augustine Historic District Strategic Plan Steering Committee and public forum agenda
Physical Description: Newspaper
Language: English
Creator: Facilities Planning and Construction, University of Florida
Publisher: Facilities Planning and Construction, University of Florida
Place of Publication: Gainesville, Fla.
Creation Date: May 20, 2008
 Subjects
Genre: newspaper   ( sobekcm )
 Record Information
Source Institution: University of Florida
Holding Location: University of Florida
Rights Management: All rights reserved by the source institution and holding location.
System ID: UF00091501:00001

Downloads

This item has the following downloads:

SA%20Steering%20Com_agenda%205-20-08 ( PDF )

( PDF )


Table of Contents
    Agenda
        Page 1
    Work Program draft
        Page 2
        Page 3
        Page 4
        Page 5
        Page 6
        Page 7
        Page 8
        Page 9
        Page 10
        Page 11
        Page 12
        Page 13
        Page 14
        Page 15
        Page 16
        Page 17
        Page 18
        Page 19
        Page 20
        Page 21
        Page 22
        Page 23
Full Text


Page 1 of 23


St. Augustine Historic District Strategic Plan Steering Committee
Agenda: May 20, 2008
10:00 AM 12:00 PM
The St. Augustine Record, The Center Conference Room *
One News Place, St. Augustine, FL 32086



I. Welcome and Introductions Vice President Poppell


II. Steering Committee Membership and Responsibilities Vice President Poppell
a. Elect chairman
b. Review and approve


III. Strategic Plan Work Program Draft Linda Dixon
a. Review and approve


IV. Draft Consultant Project Fact Sheet and Advertisement Linda Dixon
a. Confirm Selection Committee membership
b. Review and approve


V. Discuss Public Participation Process and First Public Workshop Linda Dixon


VI. Next Steps -Linda Dixon
a. Set Next Meeting (second week of July)
b. Determine Agenda Items (Consultant Selection, Public Participation Process,
Other)


VII. Other Business


VIII. Closing Comments and Adjourn Vice President Poppell




* Please Note: Groups meeting during regular business hours (8am 5pm) must not park in the circle
or in the parking places in front of the building, but should park in the parking lot located on the west
(SR 207) side of the building. Members arriving may enter through the side door provided another
member has already arrived and is waiting at the door to open it for others.


The Record building and its property are designated as smoke-free environments.




Page 2 of 23


IST. AU STN H STOI DISTITSRTGCPA


WORK PROGRAM

DRAFT
MAY 15,2008


FACILITIES PLANNING &
CONSTRUCTION DIVISION


UF


UNIVERSITY of
FLORIDA






Page 3 of 23


ST. AUGUSTINE HISTORIC DISTRICT STRATEGIC PLAN


WORK PROGRAM
DRAFT: MAY 15, 2008



I. Project Management and Public Involvement Strategy


The project management approach will utilize three different, but nested, advisory groups.
The UF Technical Work Group will consist of UF leaders in historic preservation,
archaeology, museum studies, architecture, planning, tourism, marketing, facilities
management and business from both academic and administrative units. The District
Strategic Plan Steering Committee will consist of certain Work Group members plus agency
representatives in the St. Augustine community. The District Strategic Plan Stakeholders
include representatives from diverse interest groups in the community together with the
Work Group and Steering Committee.

a. UF Technical Work Group: This group represents various Colleges and business units at
the University of Florida that have a role in the long-term management, administration
and educational/research programming of certain St. Augustine historic properties. This
group will advise the University administration on technical aspects of the Strategic Plan
recommendations and lead educational/research program development. Members of
the Work Group may expand over time, but currently are:
1. Ted Astleford, Assistant Director for Experiential Learning Programs, Center for
Entrepreneurship and Innovation, Warrington College of Business Administration
2. Harold Barrand, Associate Director, Physical Plant Division
3. Peggy Carr, Professor and Associate Dean, College of Design, Construction &
Planning
4. James Cusick, Curator, P. K. Yonge Library of Florida History, Smathers Libraries
5. Kathy Deagan, Distinguished Research Curator of Archaeology, Florida Museum of
Natural History
6. Linda Dixon, Assistant Director and Project Manager, Facilities Planning &
Construction
7. Michael Gannon, Distinguished Service Professor Emeritus, Department of History
8. Martin Gold, Associate Professor and Director, School of Architecture
9. Roy Graham, Distinguished Service Professor and Director, Historic Preservation
Programs, College of Design, Construction & Planning
10. Roy Hunt, Distinguished Service Professor Emeritus, Levin College of Law
11. Doug Jones, Director and Professor, Florida Museum of Natural History
12. Kristen Larsen, Assistant Professor, Department of Urban and Regional Planning
13. Dixie Neilson, Visiting Assistant Professor, Department of Art & Art History
14. Ed Poppell, Vice President for Business Affairs

St. Augustine Historic District Strategic Plan
Work Program DRAFT Page 1 of 8







Page 4 of 23


15. Herschel Shepard, Professor Emeritus, School of Architecture
16. Chris Silver, Dean, College of Design, Construction & Planning
17. Brijesh Thapa, Associate Professor and Senior Associate Director, Center for Tourism
Research & Development
18. Carol Walker, Assistant Vice President for Facilities Planning & Construction

b. District Strategic Plan Steering Committee: This committee includes certain members
of the UF Technical Work Group plus agency representatives of St. Augustine
community stakeholders. This committee will advise the University administration on
aspects of the District Strategic Plan project management. They will advise the
University administration and consultant team in developing a vision for the St.
Augustine Historic District including elements of a business plan, physical plan,
marketing/branding scheme, and strategic implementation steps. They will provide
guidance in plan content as well as assist in shaping a broad public involvement
approach to gain input from all interested community stakeholders. Members of the
District Strategic Plan Steering Committee are:
1. Glen Hastings, Executive Director, St. Johns County Tourist Development Council
2. John Regan, Chief Operations Officer, City of St. Augustine
3. Tracy Upchurch, Business Administration Department, Flagler College
4. Gordon Wilson, Superintendent, Castillo de san Marcos National Monument
5. Kathy Deagan, Distinguished Research Curator of Archaeology, Florida Museum of
Natural History
6. Roy Graham, Professor and Director, Historic Preservation Programs, College of
Design, Construction & Planning
7. Roy Hunt, Professor Emeritus, Levin College of Law
8. Ed Poppell, Vice President for Business Affairs
9. Chris Silver, Dean, College of Design, Construction & Planning


c. District Strategic Plan Stakeholders: This list of stakeholders represents various
community interests such as business, real estate, preservation, tourism, media,
recreation/parks, law enforcement, City of St. Augustine, Flagler College, National Park
Service, St. Johns County, and St. Johns School District. The initial list of stakeholders is
presented in Appendix A, although this list is anticipated to expand through the public
outreach and planning process. These stakeholders will be valuable resources in the
development of the District Strategic Plan. They will be consulted by the Work Group
and professional consultant team, and will be engaged in public forums and focus
groups. Community representatives on the District Strategic Plan Steering Committee
are also considered members of the stakeholder list.






St. Augustine Historic District Strategic Plan
Work Program DRAFT Page 2 of 8







Page 5 of 23


II. Work Products


The St. Augustine Historic District Strategic Plan will consist of several elements that
describe the overall vision and management approach for the District. The Plan will focus
on management of the 37 State-owned properties and 34 structures located thereon, but
will necessarily include recommendations for non-State-owned properties and the public
realm within the District. The District Strategic Plan will be a comprehensive document
including recommendations and findings reported in supplemental plans and studies
developed as part of this overall Work Program.

a. Facility Assessment:
The Facility Assessment was prepared by University professionals from the Divisions of
Facilities Planning and Construction, Physical Plant, and Environmental Health and
Safety. The team evaluated the 34 State-owned buildings in St. Augustine to assess the
condition of structures, finishes, utilities infrastructure, life and fire safety, and ADA
accessibility with an eye toward assembling initial costs necessary to bring the condition
of these structures up to current codes and standards, and to allow continued
maintenance to begin under the University's physical plant maintenance standards. The
consultant team may be asked to verify the findings of the assessment.


Responsibility FPC, PPD and EH&S
Completed July 2007


b. St. Augustine Historic District Strategic Plan Website:
The Facilities Planning and Construction Division will create and maintain a website
devoted to this planning project and the overall topic of the State-owned properties in
St. Augustine. The website will post documents, advertise public meetings, provide
contact information and opportunities for public input, and include links to related web
sites that exist or may be created by University units or other agencies. The requested
URL is http://staugustine.ufl.edu, but this is subject to change. Meanwhile, the website
can be accessed at http://www.facilities.ufl.edu/staugustine/index.htm.


Responsibility FPC
Due May 15, 2008


c. Literature Review:
The Facilities Planning and Construction Division has assembled existing plans and
studies with assistance from the City of St. Augustine Planning and Building Department
and other agencies. These documents include plans for parking, traffic circulation,
heritage tourism signage, entry corridor appearance guidelines, architectural guidelines,
comprehensive plan, historical surveys, and plans specific to the Castillo de San Marcos
and Flagler College. Recommendations from these existing plans and studies will be

St. Augustine Historic District Strategic Plan
Work Program DRAFT Page 3 of 8







Page 6 of 23


consolidated into text and maps within a single document. Through the visioning
process, public participation and consultant study, these various recommendations may
be validated or modified as needed. The literature review document will streamline the
time necessary for the consultant team to initiate its work, and will provide a
bibliography of existing plan efforts.


Responsibility FPC and CDCP
Due May 30, 2008


d. Vision Plan:
The Facilities Planning and Construction Division will work with the College of Design,
Construction and Planning and other members of the UF Technical Work Group to
engage the St. Augustine community in developing a vision for the St. Augustine Historic
District. The Vision Plan will be created through a series of charrette-style meetings,
focus group interviews, web site surveys and other mechanisms to gather input and
develop consensus. The first of these charrettes is expected to occur in late June 2008
with the work product culminating by mid-August 2008. The Vision should describe the
desired mission, management approach and visitor experience of the District as well as
the desired outcome of implementing the District Strategic Plan. The vision should be
described in terms of a vision statement and guiding principles as well as preliminary
visual representations and explanation. This vision will set a framework for the
consultant team as it begins its work. The consultant team will be expected to verify the
vision and include it in the final District Strategic Plan.


Responsibility FPC and CDCP, verified by Consultant
Due August 29, 2008


e. Marketing Plan Element:
The Marketing Plan Element is a key component of the District Strategic Plan because it
will provide a business plan in terms of branding, economic and tourism development,
as well as assessment of the economic benefit derived from implementing the vision.
The Marketing Plan Element will recommend a highest and best use of the State-owned
properties, and make recommendations regarding lease rates, terms and limitations
consistent with the vision. It will examine the costs of implementing District Strategic
Plan recommendations in terms of potential return on investment for the community. A
preliminary report or executive summary is expected by early November in order to
provide information to the University of Florida Board of Trustees (UFBOT). The final
Marketing Plan Element will be integrated into the comprehensive District Strategic Plan
in January 2009.


Responsibility Consultant

St. Augustine Historic District Strategic Plan
Work Program DRAFT Page 4 of 8







Page 7 of 23


Due Preliminary, TBD prior to November 3, 2008; Final, January 15, 2009


f. Physical Plan Element:
The Physical Plan Element will recommend physical improvements necessary to
enhance the visitor experience with cohesiveness, consistency, convenience and
comfort. It will make recommendations for the State-owned properties and public
realm within the St. Augustine Historic District, and integrate plans for other historic
resources within the District such as the Castillo and Flagler College. It will include
relevant recommendations from existing documents summarized in the literature
review, but it will amend or expand those recommendations to fit the new vision. The
Physical Plan Element will include recommendations for the 37 State-owned properties
based on verification of the Facilities Assessment and use recommendations from the
Marketing Plan Element and educational program studies. It will also address parking,
traffic and pedestrian circulation, signage, entryways, public open spaces and the
integration of State-owned and non-State owned properties in the District.
Recommendations for new facilities, such as visitor centers and interpretive museums,
will also be addressed in the Physical Plan Element. A preliminary report or executive
summary is expected by early November in order to provide information to the UFBOT.
The final Physical Plan Element will be integrated into the comprehensive District
Strategic Plan in January 2009.


Responsibility Consultant
Due Preliminary, TBD prior to November 3, 2008; Final, January 15, 2009


g. Strategic Implementation Element:
The Strategic Implementation Element will provide a business plan for the operation,
management and funding necessary to implement the District Strategic Plan. It will
integrate strategies for oversight and operation of the State-owned properties that are
consistent with University of Florida requirements. It will also discuss funding
opportunities, including grants and fundraising strategies, to implement the District
Strategic Plan recommendations. In this way, the Strategic Implementation Element will
guide future investments, grants and partnerships to be undertaken by the University.
It will identify strategic program needs and priorities while presenting a cohesive vision
for future decision-making. A preliminary report or executive summary is expected by
early November in order to provide information to the UFBOT. The final Physical Plan
Element will be integrated into the comprehensive District Strategic Plan in January
2009.


Responsibility Consultant
Due Preliminary, November 3, 2008; Final, January 15, 2009



St. Augustine Historic District Strategic Plan
Work Program DRAFT Page 5 of 8







Page 8 of 23


h. Exhibit and Educational Program Studies:
Exhibit and Educational Program Studies will recommend interpretive and educational
program content and design to be integrated into the District Strategic Plan. The Study
will also be critical for supporting future funding requests to develop a comprehensive
exhibit and educational program plan. The 2008-2009 Legislative Operating Budget
request did not result in sufficient funding to complete the educational program plan as
anticipated. Therefore, the University will be unable to retain the expertise required for
a fully-developed program. As an interim measure, the College of Design, Construction
and Planning and the Florida Museum of Natural History together with other expertise
on the UF Technical Work Group will prepare studies of exhibit and educational program
opportunities and content. These studies will set a framework and make
recommendations for specific program elements, potentially including visitor center
interpretive content, living history museum, open air museum and strategies for
creating a consistent educational message throughout the District. The studies will
examine existing interpretive programs and make recommendations to enhance
authenticity and cohesiveness of the visitor experience. The recommendations may
include both programmatic and physical improvements critical to the educational
mission. Preliminary reports will be provided at the conclusion of the fall 2008 semester
that will be integrated into the District Strategic Plan. The reports will present an overall
educational framework and make recommendations relevant to the vision, physical and
marketing components. Development of studies is expected to be performed in
collaboration with the consultant team to ensure consistency in content and schedule.
Supplemental reports may be provided at the conclusion of the spring 2009 semester
that further develop the preliminary recommendations. These 2009 reports may
include results of design studios and other explorations of significant educational
program elements that may transform the visitor experience in the St. Augustine
Historic District.


Responsibility-CDCP Historic Preservation Program and FLMNH
Due Preliminary, December 31, 2008: Final, May 8, 2009


i. Historic District Strategic Plan:
The Historic District Strategic Plan is the comprehensive document that will bring
together all recommendations developed for the vision, marketing, physical
environment and educational programming. The District Strategic Plan will serve as a
preservation management plan for the State-owned historic properties, and also
provide an overall framework for the entire Historic District. A preliminary report or
executive summary is expected by early November in order to provide information to
the UFBOT. The final comprehensive Historic District Strategic Plan will be completed in
January 2009.



St. Augustine Historic District Strategic Plan
Work Program DRAFT Page 6 of 8







Page 9 of 23


Responsibility Consultant
Due Preliminary, November 3, 2008; Final, January 15, 2009



III. Schedule


An aggressive schedule is required to complete this project and meet expectations of the
Florida Legislature by February 1, 2009. This deadline will require multiple efforts to occur
simultaneously in a closely coordinated fashion. Key milestones are provided for the efforts
outlined in this Work Program including the schedule required to retain the consultant
team. Once the team is under contract, final deadlines, additional meeting dates,
deliverables and milestones will be established for their work.

a. Consultant Identification and Awareness: current through advertisement
b. Final Draft Consultant Project Fact Sheet: May 15, 2008
c. Web Site (Requested URL http://staugustine.ufl.edu): May 15, 2008
d. District Strategic Plan Steering Committee: May 20, 2008 (St. Augustine)
e. Final Consultant Project Fact Sheet: May 21, 2008
f. Post Florida Administrative Weekly Advertisement: May 21, 2008 for publication May
30, 2008
g. Literature Review Report: May 30, 2008
h. UF Technical Work Group Charrette: June 3, 2008 (Gainesville)
i. Community Visioning Charrette One: Week of June 16, 2008 (St. Augustine)
j. Community Visioning Interviews, Targeted Focus Groups and Community Meetings:
June 16, 2008 through August 22, 2008
k. Deadline to Respond to RFQ: June 27, 2008 (minimum 28 days)
I. Consultant Shortlist Meeting: July 3, 7 or 8, 2008 (Location TBD)
m. Final Consultant Interviews and Selection: July 14 or 15, 2008 (St. Augustine)
n. Consultant Selection Recommendation Approval: July 16, 2008
o. Consultant Negotiation Meeting: July 17 or 18, 2008
p. Consultant Contract and Notice to Proceed: Week of August 4, 2008 (using standard UF
contract)
q. Community Visioning Charrette Two: Week of August 11 and/or 18, 2008 (with
consultant team participation)
r. Vision Plan Report: August 29, 2008
s. Preliminary District Strategic Plan Reports or Executive Summary: November 3, 2008
t. Exhibit and Educational Program Study Preliminary Report: December 31, 2008
u. Final Draft District Strategic Plan: January 15, 2009
v. Final District Strategic Plan: January 29, 2009
w. Exhibit and Educational Program Study Final Report: May 8, 2009



St. Augustine Historic District Strategic Plan
Work Program DRAFT Page 7 of 8







Page 10 of 23


Appendix A


St. Augustine Historic District Strategic Plan
Work Program DRAFT


Page 8 of 8






Page 11 of 23


City of St. Augustine
Historic Properties
Contact List



John P. Regan, P.E.
Chief Operations Officer
City of St. Augustine
P. O. Box 210
St. Augustine, FL 32085
Phone: 904-825-1015
Email: Jregan(@ci.st-auqustine.fl.us

Glenn Hastings, Executive Director
St. Johns County Tourist Development Council
88 Riberia Street
St. Augustine, FL 32084
Phone: 904-829-1711, ext. 308
Email: GHastinqs(@Getawav4Florida.Com

Robin Burchfield, President
St. Johns County Chamber of Commerce
1 Riberia Street
St. Augustine, FL 32084
Phone: 904-824-8142
Email: Robin. Burchfield(stiohnscountvchamber.com

Dana Ste. Claire
National Director of Museum Services
Historic Tours of America, Inc.
167 San Marco Avenue
St. Augustine, FL 32084
Phone: 904-829-2473
Email: dsteclaire(historictours.com

Derek May, Publisher
St. Augustine Record
One News Place
St. Augustine, FL 32086
Phone: 904-819-3421
Email: Derek.mavystauqustine.com

Gordon Wilson, Superintendent
Castillo de San Marcos National Monument
1 South Castillo Drive
St. Augustine, FL 32084
Phone: 904-829-6506, ext. 227
Email: Gordon wilson)nDs.aov






Contact List Page 12 of 23
Historic Properties
Page 2


Mike Smithson, President
Historic St. Augustine Area Council
c/o Cowan Financial Group
136 Malaga Street
St. Augustine, FL 32084
Phone: 904-824-8147
Email: msmithson(@cowanfq.com

Richard Pinto
Immediate Past President
Historic St. Augustine Area Council
c/o Sunburst Crystal
105 St. George Street
St. Augustine, FL 32084
Phone: 904-824-9228
Email: pinto(@bellsouth.net

Margo Pope
Editorial Page Editor
St. Augustine Record
One News Place
St. Augustine, FL 32086
Phone: 904-819-3514
Email: letters(staugustine.com

Joseph L. Boles, Jr., Mayor
City of St. Augustine
P. O. Box 210
St. Augustine, FL 32084
Phone: 904-824-4278
Email: iosephbolesir@bellsouth.net

Thomas G. Manuel, Chairman
St. Johns County Board of County Commissioners
4020 Lewis Speedway
St. Augustine, FL 32084
Phone: 904-209-0314
Email: bccd4(sicfl.us

David Shoar
St. Johns County Sheriff
4015 Lewis Speedway
St. Augustine, FL 32084
Phone: 904-810-6600
Email: dshoar(siso.org






Contact List Page 13 of 23
Historic Properties
Page 3


Loran Lueders, Chief of Police
St Augustine Police Department
P. O. Box 1950
St. Augustine, FL 32085
Phone: 904-825-1075
Email: Ilueders(@sapd.ci.st-auqustine.fl.us

The Most Reverend Victor Galeone
Bishop of the Diocese of St. Augustine
25 Treasury Street
St. Augustine, FL 32084
Phone: 904-262-3200
Email: bishopsoffice(@dosafl.com

Father Tom Willis
Assumption Parish
2403 Atlantic Blvd.
Jacksonville, FL 32207
Phone: 904-398-1963
Email: none listed

Susan Parker, Executive Director
St. Augustine Historical Society
271 Charlotte Street
St Augustine, FL 32084
Phone: 903-824-2872
Email: sahsdirector(bellsouth.net

Dr. William Abare
President of Flagler College
P. O. Box 1027
St. Augustine, FL 32085
Phone: 904-819-6288
Email: abare(flaqler.edu

Joseph G. Joyner, Ed. D.
St. Johns County Superintendent of Schools
40 Orange Street
St. Augustine, FL 32084
Phone: 904-819-7502
Email: iovneri@stiohns.k12.fl.us

Otis Mason
13 Christopher Street
St. Augustine, FL 32084
Phone: 904-824-8377






Contact List Page 14 of 23
Historic Properties
Page 4


Shirley Thompson
206 Pelican Reef Drive
St. Augustine, FL 32080
Phone: 904-471-2721

Larry Lake, Executive Director
Welfare Federation of St. Johns
161 B Marine Street
St. Augustine, FL 32084
Phone: 904-829-6514

Tracy Upchurch
Business Administration Department
Flagler College
780 North Ponce de Leon Blvd.
St. Augustine, FL 32084
Phone: 829-9066

Randal L. Ringhaver
Ring Power Corporation
500 World Commerce Parkway
St. Augustine, FL 32092
Phone: 904-737-7730

Nancy Sikes-Kline
15 Miruela Avenue
St. Augustine, FL 32080
Phone: 904-823-8921
Email: nperiod(aol.com

Herschel Shepard
1661 Atlantic Avenue
Atlantic Beach, FL 32233
Phone: 904-249-9040
Email: hnishepard(comcast.net

Lorna MacDonald
SARA St. Augustine Restaurant Association
c/o The Raintree Restaurant
102 San Marco Avenue
St Augustine, FL 32084
Phone: 904-829-5953

Henry M. Whetstone, Jr.
400 Old Quarry Road
St. Augustine, FL 32080
Phone: 904-824-6938






Contact List Page 15 of 23
Historic Properties
Page 5



Errol Jones
City Commissioner
City of St. Augustine
P. O. Box 210
St. Augustine, FL 32085
Phone: 904-829-2176
Email: ioneserrol@(bellsouth.net

Dr. William Adams
Director, Heritage Tourism
City of St. Augustine
P.O. Box 210
St. Augustine, FL 32085
Phone: 904-825-5033
Email: wadams(@ci.st-auqustine.fl.us


Updated May 7, 2008






Page 16 of 23


NOTICE TO PROFESSIONAL CONSULTANTS:

The University of Florida Board of Trustees announces that Professional Services in the
discipline of architecture and historic preservation planning will be required for the project listed
below:
Project: MP-330 St. Augustine Historic District Strategic Plan (St. Augustine, Florida)


The project consists of developing a Strategic Plan that will lay the foundation for property use,
visitor experience, interpretive exhibits, educational programs and coordinated planning with the
City of St. Augustine and other stakeholders. The study area shall be the National Register St.
Augustine Historic District with special emphasis on 37 state-owned properties containing 34
state-owned structures. However, the Strategic Plan will make recommendations for these
elements in a context of the larger downtown St. Augustine area and other non-state-owned
historic and tourist resources.


The selected firm will provide historic preservation, heritage tourism, marketing, business
planning, capital improvement programming & planning, and urban design services for the
referenced project. Blanket professional liability insurance will be required for this project in the
amount of $1,000,000, and will be provided as a part of Basic Services. Plans and
specifications for University of Florida projects are subject to reuse in accordance with the
provisions of Section 287.055, Florida Statutes.


Applicants will be evaluated on the basis of their past performance, experience, personnel,
design ability, references, workload, and responses to questions posed both in the shortlist and
interview phases. The Selection Committee may reject all proposals and stop the selection
process at any time.


At the time of application, the applicant and its landscape architectural and engineering
consultants must posses current design licenses from the appropriate governing board and be
properly registered to practice its profession in the State of Florida. If the applicant is a
corporation, must be chartered by the Florida Department of State to operate in Florida.






Page 17 of 23


Applicants desiring to provide professional services for the project shall submit a proposal only
after thoroughly reviewing the work program, Project Fact Sheet, and other background
information available at http://www.facilities.ufl.edu/viewpri.php?pri=6538. The proposal shall
be limited to 40 single-sided, consecutively-numbered pages OR 20 double-sided,
consecutively-numbered pages and shall include:


1. A Letter of Application that concisely illustrates the applicant's understanding of the scope of
services, design intent, and other goals and considerations as outlined in the Project Fact
Sheet and work program.
2. A completed, project-specific "Professional Qualifications Supplement" (PQS) proposal with
signed certification. Applications on any other form will not be considered.
3. Resumes, LEED accreditation, and other pertinent credentials for all proposed staff
(applicant and consultants).
4. Proof of the applicant's corporate status in Florida (if applicable) and copies of current
licenses for applicant and all engineering and landscape architecture consultants from the
appropriate governing board.
5. Proof of the applicant's and all engineering consultants' ability to be insured for the level of
professional liability coverage demanded for this project.


As required by Section 287.133, Florida Statutes, an applicant may not submit a proposal for
this project if it is on the convicted vendor list for a public entity crime committed within the past
36 months. The selected professional must warrant that it will neither utilize the services of, nor
contract with, any supplier, subcontractor, or consultant in excess of $15,000.00 in connection
with this project for a period of 36 months from the date of their being placed on the convicted
vendor list.


Unsigned proposals or proposals containing expired or invalid licenses will be
disqualified. Submittal materials will not be returned.


The project-specific PQS form, instructions, Project Fact Sheet, facilities program, UF Design
Services Guide, UF Design and Construction Standards, standard University of Florida Owner-
Professional agreement, and other project and process information can be found on the
Facilities Planning & Construction website.






Page 18 of 23


Finalists may be provided with supplemental interview requirements and criteria as needed.


Provide the number of copies prescribed in the Project Fact Sheet. Submittals must be
received in the Facilities Planning & Construction office by 3:00 PM local time, on Friday, June
27, 2008. Facsimile (FAX) submittals are not acceptable and will not be considered.
Facilities Planning & Construction
232 Stadium / P.O. Box 115050
Gainesville, FL 32611-5050
Telephone: 352-392-1256
FAX: 352-392-6378
Internet: www.facilities.ufl.edu







UNIVERSITY f Page 19 of 23
U F FLORIDA www.facilities.ufl.edu
BUSINESS AFFAIRS FACILITIES PLANNING AND CONSTRUCTION


FOR PROFESSIONAL CONSULTANT

PROJECT: MP-330, St. Augustine Historic District Strategic Plan
LOCATION: St. Augustine, Florida

A. PROJECT DESCRIPTION:
In 2007, Chapter 267.1735 F.S. was enacted to provide for contracting with the University of Florida to
assume management responsibilities for certain historic properties located in St. Augustine, Florida. The
goal of this action was "to ensure long-term preservation and interpretation of state-owned historic
properties in St. Augustine while facilitating an educational program at the University of Florida that will
be responsive to the state's needs for professionals in historic preservation, archaeology, cultural resource
management, cultural tourism, and museum administration and will help meet needs of St. Augustine and
the state through educational internships and practicum." Preparation of a St. Augustine Historic District
Strategic Plan will be the first step toward realizing this goal. The Strategic Plan will lay the foundation for
property use, visitor experience, interpretive exhibits, educational programs and coordinated planning with
the City of St. Augustine and other stakeholders.

In 2015, the United States will celebrate the 450 birthday of our first successful colonial settlement- St.
Augustine, Florida. St. Augustine was established in 1565, 42 years before the first successful English
colony of Jamestown. These first European settlers in America were Spanish. Hispanic colonists lived and
worked in St. Augustine for two centuries, and shaped the course of American history. They also created a
vibrant, multicultural society that is little known to most Americans today.

The State-owned historic properties in St. Augustine embody the story of this first colony. These buildings
could, with well-crafted, state-of-the-art exhibit and education programs, showcase this first Hispanic
settlement and its contributions to our nation in an exciting and highly visible way. The proposed
comprehensive Strategic Plan is the first step toward creating, here in Florida, an enriching and
unforgettable 450 American birthday celebration and a lasting historic treasure for the State of Florida.

The rationale for historic preservation in all of its aspects is cultural heritage and public education, and the
public interpretation mission of the state-owned historic properties in St. Augustine cannot be abandoned.
At the core of that mission are the exhibits and programs that tell the story of St. Augustine, its people and
its buildings. The current Museum interpretation program in St. Augustine does not fulfill this mission or
meet this need, owing to lack of staff, funds, and long-term vision. The ways in which the University of
Florida will provide high-quality content for the buildings must be freshly evaluated, newly-
conceptualized, and creatively implemented.

Similarly, the visitor experience must be refreshed to provide more cohesiveness and convenient access.
Visitors must be provided with easy navigation, parking, signage, travel information and walking
environments in order to fully realize the potential for cultural tourism in St. Augustine. The use of each
building for education and purposeful commercial activity must be evaluated to ensure the highest and best
use of these valuable cultural resources. Standards and protocols for building renovation and maintenance
must also be established to ensure respectful and consistent treatment unique to the environment, historical
era and traditional building materials. Both the physical and educational components of the visitor
experience must be well-conceived to provide a cohesive understanding of St. Augustine's historical
contributions. The St. Augustine Historic District Strategic Plan will provide a roadmap for these elements
to meet the goal for preservation and education that was so well articulated by the legislature in 2007.

The St. Augustine Historic District Strategic Plan will be a comprehensive document that brings together
recommendations developed for visioning, marketing, physical environment and educational programming.
The District Strategic Plan will serve as a preservation management plan for the 37 State-owned historic
properties (including 34 structures), and also provide an overall framework for the entire Historic District.
The District Strategic Plan is envisioned to contain several integrated components as follows:


FPC REVISED DECEMBER 2006


PAGE 1 OF 5







Page 20 of 23


* A Vision Plan will be initiated by the University prior to initiating the St. Augustine Historic District
Strategic Plan. The Vision Plan will strive to describe the desired mission, management approach and
visitor experience of the District as well as the desired outcome of implementing the District Strategic
Plan. This vision will set a framework for the consultant team as it begins its work. The consultant
team will be expected to verify the vision and include it in the final District Strategic Plan. The project
schedule anticipates the first "kick-off charrette" for the consultant team to be involved in will be the
last Visioning Charrette organized by the University at the close of the initial visioning process.
* A Marketing Plan component is key to the District Strategic Plan because it will provide a business
plan in terms of branding, economic and tourism development, as well as assessment of the economic
benefit derived from implementing the vision. The Marketing Plan element will recommend a highest
and best use of the State-owned properties, and make recommendations regarding lease rates, terms
and limitations consistent with the vision. It will examine the costs of implementing District Strategic
Plan recommendations in terms of potential return on investment for the community.
* A Physical Plan component will recommend physical improvements necessary to enhance the visitor
experience with cohesiveness, consistency, convenience and comfort. It will make recommendations
for the State-owned properties and public realm within the St. Augustine Historic District, and
integrate plans for other historic resources within the District such as the Castillo and Flagler College.
It will include relevant recommendations from existing documents summarized in the literature review,
but it will amend or expand those recommendations to fit the new vision. The Physical Plan element
will include recommendations for the 37 State-owned properties based on verification of the Facilities
Assessment and use recommendations from the Marketing Plan element and educational program
studies. It will also address parking, traffic and pedestrian circulation, signage, entryways, public open
spaces and the integration of State-owned and non-State owned properties in the District.
Recommendations for new facilities, such as visitor centers and interpretive museums, will also be
addressed in the Physical Plan element
* A Strategic Implementation component will provide a business plan for the operation, management
and funding necessary to implement the District Strategic Plan. It will integrate strategies for oversight
and operation of the State-owned properties that are consistent with University of Florida
requirements. It will also discuss funding opportunities, including grants and fundraising strategies, to
implement the District Strategic Plan recommendations. In this way, the Strategic Implementation
Element will guide future investments, grants and partnerships to be undertaken by the University. It
will identify strategic program needs and priorities while presenting a cohesive vision for future
decision-making.
* An Exhibit and Educational Program component will describe interpretive and educational program
content and design to be integrated into the District Strategic Plan. This component will also be
critical for supporting future funding requests to develop a comprehensive exhibit and educational
program plan. Academic units and resources on campus may conduct studies and develop
recommendations in collaboration with the consultant team for the exhibit and educational
programming element.

The selected architect/engineer (A/E) team will provide historic preservation, heritage tourism, marketing,
business planning, capital improvement programming & planning, and urban design services. Basic
Services and, therefore, proposed teams shall include the following disciplines: historic preservation
planning, architecture (esp. historic building assessment and rehabilitation), heritage tourism, marketing,
urban design, traffic/bicycle/pedestrian planning, financial and cost estimating.

Strategic Plan development shall be accomplished onsite in an interactive, charette-style format, primarily
to take place in St. Augustine, Florida although some meetings with the client and University resource
experts may take place in Gainesville, Florida. The design team shall prepare graphic illustrations of
physical plan design concepts for review by both internal and external stakeholders, and will participate in
the presentation of those concepts. See the UF Design Services Guide for additional information on


FPC REVISED DECEMBER 2006


PAGE 2 OF 5







Page 21 of 23


expectations and standards for work at UF (although many sections of the UF Design Services Guide may
not apply to this planning project).


B. SELECTION CRITERIA and PROCESS:
Design teams will be evaluated during the shortlist phase in the following areas: experience & personnel,
design quality and performance, and past performance (including work at UF). Scores for the team of
professionals proposed to manage and execute this project will be based on the following non-
prioritized criteria as illustrated in the (10) past project examples provided in the PQS submittal.
Additional criteria may be outlined for short-listed applicants.

Building type experience Historic Structures, Historic Districts and interpretive replica structures

Historic Preservation Planning for National Register Buildings and Districts

Heritage Tourism including interpretive visitor experiences, signage, retailing, branding and other
marketing components

Urban Design planning, particularly as applied in tourist areas and historic districts, to include traffic
circulation, parking, pedestrian and bicycle accommodations, transit, wayfinding signage, historic
architectural character, design guidelines, landscaping and design of public spaces.

Experience with higher education facilities design and construction in the State of Florida and at the
University of Florida.

Applicant's past performance and experience working with proposed consultants

Team's understanding of the project's intent, goals, and objectives as outlined in this Fact Sheet and the
project work program

Team's ability to complete the project prior to the February 1, 2009 legislatively mandated deadline.
A portion of the shortlist phase score will be devoted to the applicant's past performance rating on work at,
or for, the University of Florida. The University will use either the cumulative average score of the
applicants) or the current average score of all firms for an applicant who does not have a performance
evaluation history with the University. For Joint Venture applicants, the proportionate average of scores
for JV partners shall be used.
Scores from the shortlist phase are not additive with scores from the interview phase, but the Committee
reserves the right to consider information provided in the PQS submittal during the interview phase.

C. ARCHITECT/ENGINEER SELECTION & CERTIFICATION COMMITTEE:
1. Carol J. Walker, Asst. Vice-President
Facilities Planning & Construction, University of Florida
2. Linda Dixon, Assistant Director and Project Manager
Facilities Planning & Construction, University of Florida
3. Harold Barrand, Associate Director
Physical Plant Division, University of Florida
4. St. Augustine Historic District Strategic Plan Steering Committee Representative(s),
Title
Agency

D. SELECTION SCHEDULE:
The anticipated schedule for selection, award, and negotiation is as follows:

Applications Due: Friday, June 27, 2008, 3:00 PM Local Time

Shortlist Meeting: July 3, 7 or 8, 2008
Final Interviews: July 14 or 15, 2008


FPC REVISED DECEMBER 2006


PAGE 3 OF 5







Page 22 of 23


Selection Recommendation Approval: Week of July 14
Contract Negotiation & Execution: Week of July 14, 2008 July 31, 2008
Kickoff Workshops / Charettes Week of August 11 or August 18, 2008

E. PROCESS INFORMATION:
1. See the MP-330 Professional Qualifications Supplement (PQS) and PQS Instructions for detailed
information on the required submittal.
2. Five (5) copies of the signed submittal must be delivered to the FP&C Office prior to the designated date
and time. Late submittals, unsigned submittals, or those on a form other than the project-specific UF
Professional Qualifications Supplement, will be disqualified. Misrouting or late delivery by courier service
or other delivery means are unacceptable grounds for waiver of this stipulation.
3. Typically three applicants will be selected for the interview phase. In the event of a tie in the shortlist
ranking, when the margin between two applicants among the top scores is less than one/tenth (0.1), the
Committee may select additional applicants for interview.
4. All applicants will be notified of the results of the short-listing in writing. The short-listed applicants will
be informed of the results via the quickest means possible (phone, fax, e-mail) and will be provided with
additional project information as needed. Unsuccessful applicants will be notified via letter only.
5. Following the interview phase, the committee will make a recommendation to the University Vice-
President. All finalists will be notified in writing of the Vice-President's action. Upon approval by the
Vice-President, negotiations will be conducted in accordance with Section 287.055, Florida Statues.
6. If negotiations with the top-ranked and approved firm are unsuccessful, negotiations will be conducted with
the second-ranked firm, upon approval by the Vice-President.
7. Applicants shall direct all questions regarding the process or the results of short-listing and
interviews to the FP&C Project Manager, not to other Selection Committee members.

F. GENERAL INFORMATION:
1. Blanket professional liability insurance is required for this project in the amount of $1,000,000, and shall be
provided as a part of Basic Services.
2. The entity responsible for all aspects of project management is:
Facilities Planning & Construction (FP&C)
University of Florida
232 Stadium / PO Box 115050
Gainesville, FL 32611-5050
Phone: (352) 392-1256
Fax: (352) 392-6378
Internet: www.facilities.ufl.edu
3. Direct all inquiries to the FP&C Project Manager:
Linda Dixon, AICP
Phone: (352) 392-8799
E-Mail: ldixon t@ufl.edu
4. Interested applicants should register with FP&C as a potential applicant for the project in order to be
notified of information, changes, updates, etc. Visit the FP&C website for more information.
5. All project-related information, including the facilities program and PQS submittal forms and instructions,
may be viewed or downloaded at the FP&C website.
6. Existing GIS-format map library resources will be made available to the consultant team by contacting the
project manager, Linda Dixon. Some map resources may not be available from the University and may
need to be obtained from a direct local source by the consultant.


FPC REVISED DECEMBER 2006


PAGE 4 OF 5







Page 23 of 23


7. Applicants are strongly encouraged to also review the UF Design Services Guide, template
Owner/Professional contract, UF Design & Construction Standards, and other forms, guidelines, standards,
and documents that pertain to work at the University of Florida.


FPC REVISED DECEMBER 2006


PAGE 5 OF 5