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Using Consultants To Revise Your Zoning Ordinance
Leslie S. Pollock, AICP

As a city's key land use control, a zoning ordinance significantly influences public decision-making, private market location, land value, and real estate investment decisions. Hence, when a community considers updating this document it should recognize that the new ordinance should reflect the issues and development realities of the city as well as its traditions of land use control.

To do this, the update of a zoning ordinance should be structured to serve as a bridge between the normative aspects of the city's comprehensive plan and the more traditional concerns of private property ownership. This is best achieved through a zoning ordinance revision process which utilizes those innovative concepts and techniques best suited to carry out - and make more effective - the planning notions of the city; yet it should also couple these techniques with the traditional zoning approaches that best carry out particular policies of the community.

Why Use a Consultant?

The work involved in updating a zoning ordinance can be quite involved and time consuming. Therefore, cities may consider utilizing outside assistance rather than burden existing planning and legal staff with the work. The use of outside assistance is also often contemplated since the city may desire to have insights and knowledge of zoning reflected in the update beyond that found within the city staff. Last, but not least, outside assistance represents a most useful approach in cases where the city senses the need for substantial changes to the ordinance and, therefore, could benefit from the presence of a professional who has no ties to the present ordinance and zoning review process.

When deciding upon the use of outside consultants, a first question is that of the skills needed - lawyer or planner. The needs of zoning dictate that both are required for different reasons. Simply, the role of the planner is to identify what should be controlled and achieved through zoning in order to reflect the notions of the city's comprehensive plan. The role of the lawyer is to assure that these controls are structured in a legal manner and that the ordinance can withstand any legal challenges. In essence, though, both disciplines should be involved in the process.

Approaches to the Zoning Revision

Consultants can help to update zoning ordinances in two ways. The quickest, and initially the most cost-effective, is a "turnkey" type approach. Under this approach, the consultant would meet with city representatives, learn of their concerns, and then proceed to draft an ordinance that presumes to respond to such concerns. The disadvantage of this approach is that, with the limited input that this process allows, there is a risk that the draft would not completely reflect the concerns and interests of the city. As a result, it is possible that the process will require substantial meetings and revisions to the document beyond that budgeted and may also create misunderstandings of the city representatives' objectives.

An alternative approach is more interactive, and is structured to identify and address issues on a step-by-step basis early in the process so that the concepts embodied in the draft ordinance can be "pre-tested" and agreed to by city representatives. This approach, while initially more time consuming, minimizes meeting time following the production of the draft ordinance and assures that the concepts in the draft reflect those desired by, and applicable to, the city. It could consist of the following steps:

Review of present ordinance and related plans and documents so as to gain familiarity with the land use planning and control process in the community and to determine the strengths and weaknesses of present approaches in terms of:

  1. The present utility of the ordinance and administrative problems and concerns.
  2. The ability of the ordinance to carry out community plans and development desires, especially with respect to the implementation of the policies contained within the comprehensive plan and related neighborhood and area plans.
  3. Legal issues affecting the structure of the new ordinance and assuring the city's protection against challenges brought as a result of the proposed comprehensive amendment.

Preparation of proposed new ordinance structure so as to secure agreement upon the overall structure and content of the proposed revised ordinance. This could involve several major tasks which include:

  1. The identification of desired approaches to ordinance structure, organization and control techniques.
  2. The preparation of an annotated outline indicating the anticipated content of the revised ordinance, its organization and the reasons for various recommended changes.

Detailed drafting, review and revision of ordinance.

During this phase the final document would be drafted. All aspects of the new ordinance would be reviewed, standards and performance criteria tested to assure the desired outcome, and administrative procedures evaluated in terms of their impact upon staff operation, user needs, and the functions of relevant boards, commissions and the City Council.

Public hearing and development of final ordinance.

Conclusion

In general, the "turnkey" approach is most applicable in newly developing cities which have little history of development and limited zoning "tradition." It is also applicable should the city desire to replace its present ordinance with a completely different set of controls utilizing performance control and/or an emphasis on negotiation and wide discretion.

The "interactive" approach is responsive to the needs of older communities where ordinance modifications, rather than wholesale replacements, are appropriate. Therefore, if the city wants to build upon the present ordinance, or merely wants to assure a step-by-step process, then a more "interactive" approach might be most useful.

 

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