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SHEA, CARR&JEWELL, INC.
AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement for Professional Services(or this"Agreement") is dated September 26, 2023, and
is made and entered into by and between:
Firm: Shea, Carr&Jewell,Inc.(dba SCJ Alliance) (disci")
Address: 8730 Tallon Lane NE,Suite 200,Lacey,WA 98516
Telephone: 360-35 2-1465
Fax: 360-3S2-1509
and
Client: Mason County ("Client")
Address: 615 W Alder Street,Shelton,WA 98584
Telephone: 360-427-9670
Email: mwatson@masoncountywa.gov
Section 1—The Proiect.SCJ shall perform all services,as described in Section 2 below,for the following project:
a.Proiect Name: 2025 Periodic Comprehensive Plan Update&EIS (the"Project")
b.Project Number: SQ#23-000471 Client#0675
c. Proiect Location: Mason County,WA
d.Proiect Timeline: SCJ shall perform its services as expeditiously as is consistent with the professional skill
and care and the orderly progress of the Project. If SC) is delayed in meeting this projected timeline due to causes
beyond its control(including,but not limited to,war,riot,civil disorder,fire,labor trouble,strikes,accidents,energy
failure, equipment breakdown, delays of suppliers, printers, or carriers, action of government or civil authority, or
acts of God),then the projected timeline shall be extended accordingly.
Section 2—Scope of Work.SCJ shall perform the services(the"Work")described in Attachment A:
Section 3—Compensation to SCJ.SO shall perform the Work for Client for the following compensation:
Budget Summary Estimated Fee Fee Basis
Amount
Phase 01 Project Management $ 13,114 T&M
Phase 02 Public Engagement $27,066 T&M
Phase 03 Initiate&Envision $34,610 T&M
Phase 04 Comprehensive Plan Update $ 175,673 T&M
Phase 05 Environmental Review&Adoption $81,960 T&M
Phase 98 Management Reserve $10,500 As authorized
Phase 99 Expenses $7,077 T&M
TOTAL BUDGETED FEE: $350,000 T&M NTE
SCJ Agreement for Professional Services Page 1
Time and Materials.When the basis of SCJ's compensation is time and materials,Client will pay SO for the time SO
spends and all the expenses SO incurs (see expenses addressed below) in performing the Work, pursuant to the
Billing Rate Schedule shown in Attachment B.SO may change its billing rates and/or the reimbursement rate for the
expenses it incurs from time to time due to market conditions with prior notice to Client. If SO changes any of its
billing rates and/or reimbursement rates for its expenses,SO shall promptly provide a copy of its revised Billing Rate
Schedule to Client.
Changes in billing rates and/or reimbursement rates for expenses is not a basis for increasing the Total Budgeted
Fee shown above.
Lump Sum: When the basis of SCJ's compensation is a lump sum,Client will pay SO on a percent-complete basis of
the Total Maximum Fee for the Work described in Section 2 of this Agreement.SO will be compensated in full upon
completion of the Work.Any out-of-scope or extra services requested by the Client will be paid to SO on a time and
materials basis in accordance with the provisions described above under Time and Materials.
Retainers.Client will pay a retainer to SO for the services in the amount of$0. This fee shall be payable in advance
upon contract signing. The retainer will not be applied to invoices until a history of timely invoice payment has been
established and will not be completely released until the final project invoice. The specific retainer application
schedule will be project specific and will be established by mutual agreement between the Client and SCJ.
Expenses: Expenses will include, but not be limited to,the following:transportation costs,including mileage;meals
and lodging; laboratory tests and analyses; computer services; word processing services; telephone, printing,
binding, and reproduction charges; all costs associated with outside consultants and other outside services and
facilities; and other similar costs. Expenses which SO incurs on Client's behalf for outside consultants and other
outside services or facilities shall include a 10%markup to compensate SO for its activities related to these expenses,
such as:excise tax,liability insurance, profit, and additional administrative overhead.
Section 4—Billing and Payment: SO will provide Client with an invoice once per month for Work on the Project
during the prior month. Client agrees to pay SO within 30 days of receiving SCJ's invoice, after which date, if the
invoice has not been paid in full, Client's account will become delinquent. Client is deemed to have received an
invoice three days after SO mailed it to Client at its address provided in this Agreement,postage prepaid. If Client's
account becomes delinquent at any time,the following shall apply:
• SO may, in its sole discretion, cease all Work on the Project and retain all records and work product in its
possession related to the Project until such time as Client's account is brought current;and/or
• SO will assess interest at the rate of 1.5 percent per month against any delinquent invoice balance, unless
such rate of interest exceeds the legal limit, in which case interest will be assessed against the delinquent
invoice balance at the highest legal rate.
Section 5—Standard of Care; No Warranties: SO will perform the Work consistent with the professional skill and
care ordinarily provided by professionals practicing in the same or similar locality under the same or similar
circumstances at the time the Work is performed.SO does not make or intend to make any warranty,expressed or
implied,by performing any of the Work.
Section 6—No Third-Party Beneficiaries: The parties do not intend, and no such intent shall be inferred,that SO
assumes a direct obligation to any third party by entering into this Agreement.
Section 7—Notice to Cure a Default: If SO materially breaches a provision of this Agreement,SO may be deemed
in default. If SO fails within five(5)business days after written notification to commence and continue satisfactory
correction of such default with diligence and promptness, then Client shall give SO a second written notice of
termination within three(3) business days following the end of the five(5)day period.
SO Agreement for Professional Services Page 2
Section 8—Termination by Client:
Client may terminate this Agreement as provided in Section 7 in addition to any other remedy provided by this
Agreement.If Client's costs arising out of SCJ's failure to cure the default,including the cost of completing the Work,
exceed the unpaid Compensation to SCJ,SCJ shall be liable to the Client for such excess costs as limited by Section
10 below.If Client's costs are less than the unpaid Compensation to SCJ,Client shall pay the difference to SCJ. In the
event Client exercises its rights under this Section 8, Client shall furnish to SCJ a detailed accounting of the costs
incurred by Client.
Client may terminate this Agreement for its own convenience upon fourteen (14) days written notice to SCJ. Upon
any termination for convenience,Client shall pay SCJ for all sums due through the effective date of the termination
including,but not limited to,the amounts provided in Section 3 above and any expected profits.
If Client terminates this Agreement,with or without cause, before SCJ completes all of the Work,SCJ shall have the
right to complete such services, analysis, and records,within its sole discretion,as are necessary to place SCJ's files
in order and to complete a report on the services performed pursuant to this Agreement ("Project Closeout"). The
time expended and expenses incurred by SCJ in carrying out the Project Closeout shall be billed to Client in addition
to all time expended and expenses incurred by SCJ up to the date of termination.
Section 9—Termination by SCJ:
SCJ may terminate this Agreement upon five(5)days written notice of the following:
• Client fails to pay SCJ in accordance with this Agreement.
• Client otherwise materially breaches this Agreement.
Upon termination by SCJ pursuant to this Agreement, SCJ shall be entitled to recover from Client payment for all
sums due through the date of termination and for any proven loss,cost,or expense including,but not limited to,the
amounts owing from Section 3 above,expected profits, and Project Closeout.
Section 10—Limitation of Liability: The parties agree that the liability of SCJ (which includes SCJ's shareholders,
directors, officers, employees, and agents) to Client for any loss or damage (whether damage or destruction of
property or personal injury or death) related in any way to SCJ's performance or nonperformance under this
Agreement shall be limited to the total Compensation in Section 3 above or one hundred thousand dollars
($100,000), whichever is greater. IN NO EVENT SHALL SCJ BE LIABLE FOR ANY INDIRECT, CONSEQUENTIAL,
INCIDENTAL,LOST PROFITS OR LIFE EXPECTANCY DAMAGES ARISING OUT OF THIS AGREEMENT.
Section 11—Indemnification:
SCJ shall indemnify and hold Client harmless from all claims,demands or lawsuits at law or equity for personal injury
or property damage ("Claim")arising in whole or in part from the negligence of SCJ or SCJ's agents,employees, or
subconsultants; provided that nothing herein shall require SCJ to indemnify and hold harmless Client from Claims
based solely upon the negligence of Client,its agents,officers or employees.
Client shall indemnify and hold harmless SCJ, its officers, directors, shareholders, and employees, from all claims,
demands, or lawsuits at law or equity for personal injury or property damage ("Claim") arising in whole or in part
from the negligence of Client or Client's agents, employees, contractors, or subcontractors; providing that nothing
herein shall require Client to indemnify and hold harmless SCJ from Claims based solely upon the negligence of SCJ,
its agents, officers,or employees.
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The indemnifications are valid and enforceable only to the extent of the indemnitor's negligence where the damages
are caused by or result from the concurrent negligence of(i)SO or its officers,employees,and agents,and(ii)Client
or its officers,employees,and agents.
Washington State Industrial Insurance Act: Both SO and Client expressly waive any immunity,from claims against
each other, provided by the Washington State Industrial Insurance Act (RCW 51) or similar law of the state of the
Project's location.The provisions of this section shall not be limited in any way by any limitation on benefits payable
to or for any third party under any State's Workers' Compensation Act. This waiver is not intended to waive and
does not waive SCJ's design professional immunity from claims by an injured worker or beneficiary provided by RCW
51.24.035 or similar law of the state of the Project's location.
Voluntary Waiver: Both SO and Client acknowledge that they have mutually Initial here for Voluntary Waiver
negotiated this waiver of immunity.
s_
Section 12—Concurrent Work: This Agreement shall not limit, in any way, client _
other work SO may undertake for any other client.
Section 13—Insurance: SO shall obtain and keep in force during the terms of this Agreement insurance coverage
as follows: (a) Workers' Compensation, as required by applicable statute; (b)Comprehensive General Liability, $2
million per occurrence and $4 million in the aggregate; (c) Automobile, $1 million combined single limit; and (d)
Professional Liability, $1 million per claim and$2 million in the aggregate.
SO will provide Client with thirty(30)day notice prior to cancelling any of the aforementioned policies.
Section 14—Dispute Resolution,Jurisdiction,Venue,Attorney Fees,and Applicable Law:
Mediation: In the event that any dispute arises between the parties related to this Agreement,the parties agree to
submit the dispute to non-binding mediation upon either party providing the other with written notice describing
the dispute in detail.The parties shall cooperate in selecting the mediator, and the mediation shall occur within 30
days of a party providing written notice to the other party of the dispute.The mediation shall take place in Tacoma,
Washington or, if the Project is located outside of the State of Washington, at a location as near the Project as is
reasonably available.
Arbitration: Except as provided below in Fee Disputes,if mediation does not resolve the dispute,such dispute shall
be decided by final and binding arbitration in accordance with the Construction Industry Rules of the American
Arbitration Association, unless the parties mutually agree otherwise. The parties agree to be bound by the findings
and award of such arbitration finally and without recourse to any court of law other than for the enforcement of the
arbitrator's decision. As between the parties to this Agreement, the prevailing party in any arbitration shall be
entitled to an award of its attorneys' fees, costs and expert fees incurred and the parties expressly grant the
arbitrator the authority to award attorneys'fees and costs.The site of any arbitration arising out of or related to this
Agreement shall be Tacoma,Washington or,if the Project is located outside of the State of Washington,at a location
as near the Project as is reasonably available.
Fee Disputes: Following Mediation,any dispute involving only Client's failure to pay SO pursuant to this Agreement
for SCJ's performance of the Work, may be resolved by commencing a lawsuit in court.Venue for the lawsuit shall
be Pierce County, Washington or, if the Project is located outside of the State of Washington, at a location as near
the Project as is reasonably available. The prevailing party in any such lawsuit shall be entitled to recover its
reasonable costs and attorney fees.
Applicable Law: This Agreement shall be governed by the laws of the state of the Project's location.
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Section 15—Ownership of Work Product and Confidentiality: All reports, plans, specifications, field data, notes
and other documents, including all documents on electronic media, which SCJ prepares in connection with the
Project(which information is collectively referred to herein as"50's Work Product")are instruments of SCA service
and shall remain the sole property of SCJ, unless agreed otherwise in writing. Client shall not reuse or modify SCJ's
Work Product, without SCJ's prior written authorization, which authorization SCJ may not unreasonably withhold.
Any unauthorized use of the SCJ's Work Product shall be at the Client's sole risk and without liability to SCJ and the
Client agrees to defend,indemnify and hold harmless SCJ for all claims and liability resulting from such unauthorized
use.
Client shall maintain the confidentiality of information specifically designated as confidential by SQ, unless
withholding such information would violate the law, create the risk of significant harm to the public or prevent the
Client from establishing a claim or defense in an adjudicatory proceeding. Only information designated as
confidential by SCJ shall be deemed confidential as provided by this paragraph.
Section 16—Electronic Files and Data: Subject to Section 15 above,if requested,SCJ will provide electronic files to
Client for its use and reference in connection with the Project.Client acknowledges and agrees that it shall be solely
responsible for inspecting and testing any such electronic files before accessing or using them to verify they are free
from bugs,viruses, or other destructive or harmful programs(referred to collectively herein as "Viruses"). Further,
SCJ does not make or intend to make any warranty,expressed or implied,that any electronic file it provides to Client
will be free from Viruses. Therefore, Client waives any claim it may have against SCJ which waiver includes all
measures of damages,including,but not limited to,general,special,direct,indirect,consequential(including loss of
profits and/or business), exemplary, statutory, and punitive damages) because any electronic files SCJ provides to
client contain any Viruses.
All deliverables provided to Client for the Work shall be hard copies unless otherwise stated in Attachment B. If
requested,SCJ may provide electronic files to Client;however,Client acknowledges and agrees that it shall be solely
responsible for verifying consistency between electronic files and hard copy deliverables. In the event of any
inconsistency between hard copy deliverables and electronic files,the hard copy deliverable shall govern.
Section 17 — Notices: Any written notice provided by one of the parties to the other in connection with this
Agreement shall be received when personally delivered,when received by facsimile, or on the third day following
mailing by USPS, postage prepaid,to:
SCJ: SCJ Alliance Client: Mason County
Attn: Cristina Haworth, AICP, Project Attn: Marissa Watson,Project Manager
Manager
8730 Tallon Lane NE 615 W Alder Street
Suite 200 Shelton,WA 98584
Lacey,WA 98516 Email: mwatsont@masoncountywa.gov
Email: cristina.haworth@sciallianc
Section 18—Survival and Severability: The terms and conditions of this Agreement shall survive the completion of
the Work and the termination of this Agreement,whether for cause or for convenience. If any term or condition of
this Agreement is ever held to be unenforceable,all remaining terms and conditions shall continue in full force and
effect.
Section 19—Modifications: This Agreement represents the entire and integrated Agreement between the parties
hereto and supersedes all prior negotiations, representations, or agreements, either written or oral. Except as
provided in Section 3 above regarding the periodic adjustment of SCJ's billing rates and/or reimbursement rate of
expense, this Agreement may only be amended, modified, or added to by written instrument properly signed by
both parties. The parties acknowledge the general contract rule that a clause in a contract, such as this one,
SU Agreement for Professional Services Page 5
prohibiting oral modifications is itself generally subject to oral modification. However, in order to ensure certainty
as to the terms and conditions of this Agreement,the parties waive this general contract rule.
Section 20—Assignment: Neither party may assign all or a portion of its rights under this Agreement or delegate all
or a portion of its obligations under this Agreement without the express written consent of the other party.
Section 21 — Independent Review: The parties acknowledge that they have read this Agreement and fully
understand its terms. The parties further acknowledge that the terms of this Agreement have been mutually
negotiated at arms-length.The parties waive the general rule of construction,therefore,that an agreement shall be
construed against its drafter.
Section 22—Acceptance and Authorization to Proceed: By signing this Agreement,Client agrees that the terms and
conditions of this Agreement are acceptable and approved. If Client is a legal entity(e.g.,a corporation,partnership,
or limited liability company),then the person who signs on behalf of Client certifies that he or she has the authority
to bind Client to the terms and conditions of this Agreement. If Client is a legal entity and it claims at any time that
the person who signed this Agreement lacked the authority to do so, SO may name such person, in addition to
Client,in any lawsuit or arbitration which arises relating to this Agreement and seek to hold such person liable,along
with Client, in such proceeding. Upon SC!'s receipt of this fully executed Agreement, SO shall have authority to
commence the Work.
Section 23—Attachments.The following attachments are hereby made a part of this Agreement.
• Attachment A—Scope of Work
• Attachment B—Billing Rate Schedule
SCJ: CLIENT:
SO Alliance Mason County
c
By: By:����; � --
William G es (Print name) Sharon Trask _(Print name)
Principal (Title) Chair. Mason Co. Board of Commissioners (Title)
19- (Date) �C.)kn e-Y 2�0. (Date)
SG Agreement for Professional Services Page 6
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SC.J ALLIANCE
CONSULTING SERVICES
Exhibit A
Scope of Work
2025 Periodic Comprehensive Plan Update and EIS
Mason County, WA
Prepared For: Marissa Watson, Senior Planner, Mason County Department of Community Development
Prepared By: Cristina Haworth, AICP, Project Manager
Date Prepared: September 11, 2023
Introduction:
Mason County is required to update its Comprehensive Plan by June 30, 2025, in accordance with the Growth
Management Act (GMA). The Comprehensive Plan provides elected and appointed officials, County staff,
residents, the business and development community, and other interested persons with a consistent, relevant
plan for development. The plan establishes a vision, values, and priorities to guide the County's decision-making
and development patterns over the next 20 years. An Environmental Impact Statement (EIS) is necessary to
consider potential impacts from implementing the plan.
SCJ Alliance has been selected to support Mason County in completing this project. Work is anticipated to
include: creating detailed project work plans for project phases; preparing and executing a public participation
plan; reviewing and identifying gaps in the County's existing planning and policy documents using the
Washington Department of Commerce (DOC) checklist and resources; work with Community Development staff
and elected and appointed officials to define a clear direction and vision for the 2025 Comprehensive Plan;
conduct subarea planning for several communities; coordinate with multiple County departments, partner
agencies,Tribes, and other project partners; and complete the Comprehensive Plan update and EIS by the state-
mandated deadline. The following Scope of Work details the specific tasks, deliverables, conditions, and
assumptions for completing the project.
Phase 1 Project Management and Coordination
Task 1 Kickoff Meeting
SCJ will work with County staff to schedule and facilitate a kickoff meeting with primary staff to
be involved in the project. The kickoff meeting will set expectations for the work, including
reviewing the project scope and milestone schedule and discussing responsibilities between SCJ
and County staff. We will also discuss communication protocols between team members on
the client and consultant sides to make sure information is flowing in a controlled manner. SCJ
will prepare a meeting agenda and materials, facilitate the meeting, and record meeting notes
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for distribution to attendees following the meeting. Final notes will be circulated if comments
or edits are identified.
Task 2 Project Work Plan
Following the kickoff meeting, SO will finalize the project work plan by preparing a project
management plan and updating the scope of work and milestone schedule. The project
management plan will provide a detailed overview of approach,tools, and techniques used to
manage the project from start to finish.
Task 3 Monthly Check In Meetings
The SO and Mason County Project Managers will meet on a monthly basis to review the project
work plan, progress to date, and upcoming deliverables and deadlines. Meetings will last for 30
minutes and may be cancelled or rescheduled as necessary.
Task 4 Monthly Invoicing and Progress Reports
Invoices will be delivered electronically monthly and will be accompanied by a progress report
(cover letter)summarizing work performed in each billing period.
Phase 1 Conditions and Assumptions
1. SO Alliance is flexible in approaching this work. Changes to this scope can be made by written request from
the County's Project Manager. Adjustments to schedule and budget may be required if changes are
requested.
2. The County will determine attendees for the kickoff meeting. We anticipate the County Administrator,
Community Development staff, Public Works staff, and a public information officer will be present; other
departments may be represented as the discretion of the County.
3. The County's project manager will make themselves available for recurring, 30-minute monthly meetings.
We anticipate the occasional need to cancel or reschedule these meetings as mutually agreed to.
Phase 1 Deliverables
• Kickoff Meeting Agenda and Notes—Draft and Final
• Project Work Plan—Final (Updated Scope of Work, Updated Milestone Schedule, Record of Changes,
Project Management Plan)
• Biweekly Check In Meeting Agendas and Notes
• Monthly Invoices and Progress Reports
Phase 2 Public Engagement
Task 1 Public Participation Plan and Core Team Meeting
SO will prepare a Public Participation Plan (PPP)that documents the purpose, methods,
schedule,and participants for public engagement throughout this project. County staff will
8730 Tallon Lane NE,Suite 200 Lacey,WA 98516 Office 360.352.1465- Fax 360.352.1509 scjalliance.com
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provide input on preferred activities, a project calendar, and shared responsibilities for
outreach events. The PPP will serve as a living document for project coordination.
Task 2 Orientation Interviews
The SCJ team will meet with community representatives, collaborators, and other interested
parties to understand key topics and issues that are important to communities in Mason
County. County staff will identify interviewees, set up a meeting space, and send meeting
invitations on SCJ's behalf. We will conduct up to eight one-hour meetings (individual
interviews or small focus groups) over two days.
Task 3 Engagement Activities
We will plan and execute the following public engagement activities:
• Questionnaire/Survey. We will draft and design a survey to gather public input related
to priorities, trade-offs, values, and preferences. We may use Maptionnaire, Alchemer,
and/or ArcGIS StoryMaps tools as part of the survey.
• Public Workshops. We will conduct two public workshops to support engagement. At
the first public workshop, SCJ will present our audit findings and a summary of
legislative requirements the new plan will need to address. SCJ will also present a draft
vision at this workshop, inviting community members to consider it and offer reactions
to help with its refinement.The second public workshop will address policy changes
and the likely land use/housing/transportation scenario making up the foundation of
the plan.
• Studio Series. We will support subarea planning in Allyn, Hoodsport, and Union (see
Phase 4, below)with a Storefront Studio to envision and evaluate design and strategic
options for growth in the planning subareas. The studio will include two days of
meetings and charettes. One public evening workshop on each day will guide the
studio's progress and evaluate its results, confirming a preferred direction for the
subarea plan's recommendations.
• Roll-Out Open House. We will conduct a roll-out open house to invite community input
on our draft recommendations.This will be an educational and information meeting
that invites feedback from the general public. Interactive exercises at the roll-out will
provide us with specific suggestions on how the plan can be refined to reflect
community needs and aspirations. This meeting can be in-person, virtual, or a hybrid,
to be determined as we plan the event.
We will also plan for smaller, ad hoc engagement opportunities and prepare a mobile
engagement kit or similar materials. Where possible, existing events will be used as a primary
8730 1 allon Lane NE,Suite 200 Lacey,WA 98516- Office 360.352.1465 - Fax 360.352.1509 - scjalliance.com
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method of public outreach and SO will prepare materials as part of the engagement kit to
support outreach at these events.
Task 4 Project Website and Social Media
Project Website and Social Media. We will coordinate with Mason County's web
developer/webmaster to provide material to engage the public, conduct outreach, share
information, and keep the project on the public's radar.The County will set up, host, and
update the project website. SO will provide initial content and up to three refreshes
throughout the project duration.
Task 5 Planning Advisory Committee
SO will coordinate with County staff to use the existing Planning Advisory Committee (PAC)to
host workshops, meetings, and public hearings and serve in an advisory capacity as we work
through the vision, Countywide Planning Policies, various element updates, and subarea plans.
We will attend up to six PAC meetings.
Task 6 Interdepartmental and Interagency Coordination Meetings
SO and County staff will meet quarterly with internal and external groups to address key issues
as they arise. Working meetings with County and agency staff will also be scheduled as needed
during the various phases as noted below. We anticipate meetings will include representatives
from Mason County departments, Tribal nations, City of Shelton, State and Federal agencies,
Public Utility Districts, school districts, and others as identified by Mason County.
Phase 2 Conditions and Assumptions
1. SO Alliance is flexible in approaching this work. Changes to this scope can be made by written request from
the County's Project Manager. Adjustments to schedule and budget may be required if changes are
requested.
2. The survey will be hosted on a digital platform. If the County chooses to accept paper surveys, County staff
will complete data entry into the digital platform.
3. County staff will participate in public engagement events where possible. County staff will support the
distribution of the ad hoc engagement kit to local leaders, civic and social groups, and others interested in
hosting an event.
4. County staff will prepare and manage a project website. SO will prepare initial content and up to three
major refreshes.
5. County staff will operate social media related to this project, if social media outreach is desired. SO will
provide messaging and materials as necessary to support social media posts.
6. County staff will manage the planning advisory committee. We anticipate the PAC will prefer to meet more
often than six times; Mason County staff will attend additional meetings and update SO on committee
efforts.
8730 Tallon Lane NE,Suite 200 Lacey,WA 98516 --Office 360.352.1465 - Fax 360.352.1509- scjalliance.com
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Phase 2 Deliverables
• Public Participation Plan —Draft and Final
• Orientation Interview Questions and Notes (up to 8 interviews)
• Public Survey Questions—Draft and Final
• Public Workshop Materials— Draft and Final (up to 2 events)
• Storefront Studio Materials—Draft and Final
• Roll-Out Open House Materials—Draft and Final
• Ad Hoc Engagement Kit Materials—Draft and Final
• Public Engagement Collateral (website content, flyers, cards, etc.)
• Public Engagement Summary Report— Draft and Final
• Planning Advisory Commission Meeting Agendas and Notes (up to 6 meetings)
• Interagency and Interdepartmental Coordination Meeting Agendas and Notes (up to 6 meetings)
Phase 3 Initiate and Envision
In this phase, we focus on establishing a thorough understanding of Mason County's current policy context and
the issues the plan needs to address.
Task 1 Demographics Report
SCJ and FCS Group will update the Comprehensive Plan's demographic information by
preparing a community profile with infographics using the US Census, American Community
Survey, and Washington Office of Financial Management (OFM) information. The report will
highlight findings for each Urban Growth Area (UGA), Rural Activity Center (RAC), and hamlet.
FCS Group will provide a demographic, socioeconomic, and economic profile as a basis for work
in Phase 4. This task also includes compiling GIS data from the County and other public sources
for project maps.
Task 2 Policy Framework
The SCJ team will review and analyze existing plans and other relevant planning documents and
will compile this information into a single, cohesive reference document. This will be a living
document, keeping track of emerging policy initiatives as they emerge and providing
comparisons to existing policies.
Task 3 Projections and Land Use Needs Analysis
The SCJ team will review existing land uses and compare them to population forecasts and
Department of Commerce housing and employment allocations. We will collaborate with City
of Shelton staff to distribute the required housing allocations across affordability levels fairly
between Shelton and Mason County, using Commerce's Housing All Planning Tool (HAPT). We
will prepare an analysis memorandum documenting our findings.
8730 Tallon Lane NE,Suite 200 M Lacey,WA 98516 Office 360.352.1465 Fax 360.352.1509 scjalliance.com
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Task 4 CMA Checklist
SO will apply the Department of Commerce's Periodic Update Checklist for Fully-Planning
Counties (April 2023 version or as updated) to Mason County's Comprehensive Plan and
development regulations to identify specific revision requirements and opportunities. We will
also assess how the County's goals match the results of early community conversations to
inform discussions about visioning. The completed checklist will be summarized in a technical
memo with requirements and recommendations for the update.
Task 5 Community Vision
We will review and refine Mason County's vision statement to reflect the community input (see
Phase 2, above) and represent the many perspectives held by Mason County residents. We will
prepare a draft vision statement for review at the Planning Advisory Commission and for public
review. We will incorporate comments into a final version that will be used to guide the
remainder of the update process.
Phase 3 Conditions and Assumptions
1. SO Alliance is flexible in approaching this work. Changes to this scope can be made by written request from
the County's Project Manager. Adjustments to schedule and budget may be required if changes are
requested.
2. The County will provide current copies of all relevant planning and policy documents in an electronic format
(PDF preferred) for review by the SO team.
3. The County will provide any demographic information and GIS data available and relevant to this project.
Phase 3 Deliverables
• Demographics Report—Draft and Final
• GIS Geodatabase with Metadata (metadata only for new data created for this project)
• Project Maps—anticipated to include Vicinity Map, UGA/RAC/Hamlet Map, Current and Future Land Use
Maps, and up to four additional maps
• Growth Projections and Land Use Needs Analysis Memo—Draft and Final
• GMA Checklist
• Comprehensive Plan Update Recommendations Memo—Draft and Final
• Community Vision Statement—Draft and Final
Phase 4 Comprehensive Plan Update
Task 1 Land Use Planning
SO will work with County staff to develop up to two alternative land use scenarios, addressing
potential land use changes and policy consequences. Alternatives are anticipated to include a
lower growth scenario and a higher growth scenario. As part of this task, we will evaluate
existing land use in Union, Hoodsport,Taylor Towne, and the hamlets of Bayshore, Dayton,
8730 Tallon Lane NE,Suite 200�,Lacey,WA 98516<=±Office 360.352.1465 Fax 360.352.1509- scjalliance.com
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Deer Creek, Grapeview, Lilliwaup, Matlock, Potlatch, Spencer Lake, and Tahuya to determine if
zoning changes are appropriate. This task includes preparation of a composite map of
constraints to growth and development using the available GIS data collected in Phase 3. The
scenarios will be the basis for public engagement workshops, further policy development, and
the SEPA EIS.
Task 2 Countywide Planning Policies
SO will collaborate with Mason County and City of Shelton staff to develop updated
Countywide Planning Policies (CPPs) that guide growth toward the preferred alternative
identified in Task 4.1. SO will prepare draft CPPs based on the refined vision, public
engagement results, and guidance from the County Commission and the PAC. We will host a
workshop with staff from the County, City, and other affected agencies to present and refine
draft CPPs. The CPPs will be used to update the Comprehensive Plan elements and complete
the subarea plans.
Task 3 Plan Dro fting and Regulations Recommendations
Using the revised CPPs and vision statement, SO will update each element of the
Comprehensive Plan as detailed below. Drafts will be presented to Mason County staff for
initial review and refined prior to release for public review. The initial drafts will be text-only
for easy review and commenting; public review drafts will be formatted with graphic elements.
• Countywide Planning Policies. Consolidate updates completed in Task 2 of this Phase.
• Land Use Element. Update as necessary, including the demographics information
developed in Task 1 of Phase 3 and land use capacity analysis and growth projections
analyzed in Task 3 of Phase 3 to ensure relevance of existing policies and recommend
new policies if gaps are identified.
• Rural Element. Review, update, and revise as necessary, including addressing
demographics, land use capacity, and growth projections applicable to rural areas.
Confirm policies related to critical areas, LAMIRDs, and other rural land use.
• Housing Element. Update element to be consistent with recently adopted legislation
and housing allocations and the recently-completed Housing Needs Assessment (HNA).
FCS Group will complete a land capacity analysis and policy evaluation and prepare
new housing policies for consideration by the County, then update the Housing
Element. Coordinate with City of Shelton staff.
• Capital Facilities Element. Assist County with filling in gaps in capacity analysis and
facility needs where necessary with input from County departments and service
providers.
• Utilities Element. Review current plans and recommend changes to ensure consistency
with other plan elements while paying attention to potential growth and infrastructure
needs. Coordinate with public works, utilities, and waste management staff or
providers.
8730 Tallon Lane NE,Suite 200 Lacey,WA 98516 rs Office 360.352.1465 Fax 360.352.1509 scjalliance.com
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• Transportation Element. Update inventory, volumes, and performance information.
Coordinate with land use scenarios (developed in Task 1, above) and prepare 2045
forecasts in average daily trips and peak hours. Evaluate anticipated 2045 performance
and prepare an updated project list and estimated cost information.
• Economic Development. Review, update, and revise as necessary to address changes
in economic development focus areas.
• Plan Implementation and Monitoring. Incorporate the implementation plan
developed in Task 5 of this Phase.
• Appendices. Review, update, and revise as needed.
Updates will address deficiencies identified in the GMA checklist and gap analysis and rely on
updated technical studies, as appropriate. The SO team will prepare an internal review draft of
each element, delivered as a text-only Word file for Track Changes review. Following
incorporation of City review comments, SO will compile updated elements into a public review
draft of the Comprehensive Plan.
Task 4 Subarea Plans
SO will create subarea plans for Allyn, Hoodsport, and Union. These will be informed by the
vision, CPPs, draft plan elements, and the Storefront Studio (see Phase 2, above).
Task 5 Implementotion
SO will create an implementation strategy for the Comprehensive Plan, including near-term,
mid-term, and long-term actions. Close coordination with various County departments is
necessary to support this task.
Task 6 Final Comprehensive Plan
Following public and environmental (SEPA) review, SCJ will prepare a final Comprehensive Plan
for the adoption and certification process. The final plan will be provided as a PDF and its
native files, including an InDesign package with all linked documents and graphic elements.
Task 7 Development Regulations Amendment Recommendations
SO will use the gap analysis completed in Phase 3, above, and the final policy guidance
developed in Task 3 of this Phase to prepare a memorandum summarizing recommended
amendments to the Mason County Code. Code amendments will be developed and processed
by County staff.
Conditions and Assumptions
1. SO Alliance is flexible in approaching this work. Changes to this scope can be made by written request from
the County's Project Manager. Adjustments to schedule and budget may be required if changes are
requested.
2. The SO Alliance team's work is limited to the elements and chapters listed in Task 3; any other
chapters/elements are outside the scope of work.
8730 Tallon Lane NE,Suite 200 Lacey,WA 98516 Office 360.352.1465 Fax 360.352.1509- scjalliance.com
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3. Internal review drafts for each element will be reviewed by County staff. This scope includes preparation of
the internal review drafts and one round of edits/revisions to address questions, comments, and redlines.
4. Drafting the comprehensive plan includes one review of each draft element by the Planning Advisory
Commission. The PAC may need to review multiple elements at each meeting. PAC meetings will be held
virtually.
5. The public review draft will be updated up to two times to address SEPA review comments, public
comments, and any feedback from staff and elected and appointed officials.
6. County staff will submit the draft plan to the Department of Commerce for the 60-day review period.
7. Updates to the development regulations are not included in this scope of work. If desired, we can complete
code updates on a time and materials basis authorized through a contract amendment.
Deliverables
• Land Use Scenario Graphics and Narrative Materials—Draft and Final
• Revised Countywide Planning Policies—Draft and Final
• Draft Comprehensive Plan Elements—text-only Word version(s)
• Subarea Plans—Draft and Final
• Implementation Strategy—Draft and Final
• Final Comprehensive Plan Elements
• Compiled Comprehensive Plan—Draft and Final
• Development Code Update Recommendations Memo—Draft and Final
Phase 5 Environmental Review and Adoption
Phase 5 will run concurrently with Phases 3 and 4. This process follows the Washington Administrative Code's
guidance for developing, vetting, and certifying an integrated comprehensive plan and Environmental Impact
Statement (EIS) (WAC 197-11).
Task I Background and Scoping
The scope and level of environmental review will match the degree of detail and
transformation the Comprehensive Plan anticipates. We will work with you to define the EIS'
scope of analysis and prepare a determination of significance and scoping notice to kick off the
SEPA process.
Task 2 Preparing the DEIS
The actual details of preparing the Draft EIS (DEIS) and the level of resources necessary to do it
will be determined by the results of the scoping exercise and how the County wishes to
proceed. Regardless of the depth of analysis required, the process will include an alternatives
analysis using the two growth scenarios developed in Phase 4 and a no action alternative, an
assessment of potential impact, an integrated DEIS, and a Final EIS (FEIS).
8730 Tallon Lane NE,Suite 200 Lacey,WA 98516 - Office 360.352.1465 . Fax 360.352.1509 scjalliance.com
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Task 3 Preparing the FEIS and Response to Comments
We will prepare the final integrated document after the close of the public and agency
comment period, readying it for its eventual hearing to support the Comprehensive Plan's
adoption. We will work with County staff to respond to public comments on the DEIS.
Task 4 Adoption
SO will introduce and workshop each element at the PAC, incorporating review comments into
a public review draft (see Phase 4) used for a final recommendation from the PAC at a public
hearing. Following the recommendation, SO will work with the Board of County
Commissioners (BOCC)to review and adopt the final plan. Where feasible,joint PAC/BOCC
meetings will be used to provide project briefings.
Phase 5 Conditions and Assumptions
1. SO Alliance is flexible in approaching this work. Changes to this scope can be made by written request from
the County's Project Manager. Adjustments to schedule and budget may be required if changes are
requested. For the purposes of budgeting this phase of work, the following assumptions have been made:
a. The DEIS will include analysis of Land Use, Housing and Antidisplacement, Utilities and Infrastructure,
Transportation, Cultural and Historic Resources, Recreation, Biological Resources and Critical Areas,
and Aesthetics.
b. The EIS will include analysis of two (2) Action Alternatives (the two growth scenarios identified in Phase
4) in addition to the No Action Alternative.
c. SO Alliance will prepare preliminary, revised, and public review versions of the Draft and Final EIS
documents for County review.
d. SO Alliance will coordinate with the County on responding to up to 50 individual comments on the
Draft EIS.
2. Mason County will file for final certification by Department of Commerce.
Phase 5 Deliverables
• SEPA Scoping Notice
• Draft Environmental Impact Statement
• Final Environmental Impact Statement
• Public Hearing Materials—Presentations (up to 3 meetings)
8730 Tallon Lane NE,Suite 200s Lacey,WA 98516 Office 360.352.1465- Fax 360.352.1509 scjalliance.com
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SG Alliance
Billing Rate Schedule-2023
Classification Hourly Billing Rate
Principal $185.00-$400.00
Senior Consultant $165.00-$390.00
Senior Project Manager $185.00-$325.00
PM3 Project Manager $165.00-$250.00
PM2 Project Manager $145.00-$235.00
PM1 Project Manager $130.00-$225.00
Senior Engineer $155.00-$240.00
E4 Engineer $145.00-$215.00
E3 Engineer $125.00-$185.00
E2 Engineer $105.00-$160.00
E1 Engineer $100.00-$145.00
Senior Landscape Architect $130.00-$180.00
L4 Landscape $120.00-$170.00
L3 Landscape $115.00-$150.00
L2 Landscape $105.00-$140.00
Ll Landscape $100.00-$130.00
Senior Planner $155.00-$245.00
P4 Planner $125.00-$180.00
P3 Planner $115.00-$170.00
P2 Planner $105.00-$160.00
P1 Planner $90.00-$145.00
Senior Technician $115.00-$180.00
T4 Technician $110.00-$155.00
T3 Technician $100.00-$145.00
T2 Technician $90.00-$135.00
Tl Technician $80.00-$125.00
Senior Construction Manager $185.00-$290.00
RE 3 Construction Resident Engineer $170.00-$250.00
RE 2 Construction Resident Engineer $145.00-$230.00
RE 1 Construction Resident Engineer $140.00-$190.00
Construction Office Engineer $145.00-$230.00
CI 4 Construction Inspector $170.00-$250.00
Cl 3 Construction Inspector $145.00-$230.00
Cl 2 Construction Inspector $120.00-$165.00
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Cl 1 Construction Inspector $100.00-$155.00
Graphic Designer $100.00-$155.00
PC3 Project Coordinator—CM Only $125.00-$165.00
PC 2 Project Coordinator $115.00-$155.00
PC 1 Project Coordinator $100.00-$140.00
Project Accountant $100.00-$200.00
Other Fees:
• Direct project expenses are billed at cost plus 10%
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