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Winter 2004
Practicing Planner
Copyright by American Planning Association
Collaborative
Community-building:
The Santa Fe Community
College District and Villages at Rancho Viejo
By Joe Porter, Jack Kolkmeyer, and Carl Moore
In Santa Fe County, New Mexico, government, developers, and citizens have
changed the local approach to planning and development to create an alternative
to the sprawling rural subdivisions that are creeping out from Santa Fe and
threatening the special qualities of the magical countryside and culture. The
change has evolved through two parallel and interactive processes. One is the
county government's movement to change policies that promote rural large-lot
subdivisions and instead channel growth into higher density and less consumptive
development patterns. The second is the development of the 20,000-acre Rancho
Viejo landholding.
BACKGROUND
In 1996, the future of development in Santa Fe was uncertain. In a comprehensive
plan update, the city planning staff promoted an infill growth strategy that
citizens ultimately rejected. The only place left to accommodate the city's
burgeoning growth was in the southern corridor, but county officials had no
experience managing sophisticated community development. Local advocacy groups
had long considered the southern corridor "the poster child for sprawl" — 2,000
acres of it had already been zoned for large lots with individual wells and
septic tanks. There was no confidence in the capabilities of the local development
industry to do anything different. And the sprawling subdivisions created political
problems over and above land-use issues. Some county residents were becoming
acutely aware of what was threatened or disappearing — namely the landscape,
rural habitat, affordable housing, and scarce resources, especially water.
Others had become attached to the large-lot lifestyle and wanted to protect
it. Everyone wanted a piece of the land; this was true for old-timers as well
as recent arrivals. Rural character and rural lifestyle are still much-debated
topics in Santa Fe, and county planners recognized that any change in planning
style could spark opposition to a change in land-use regulations.
But county officials and one developer overcame the challenges through a process
of working together: first, to determine how to bring community values to life
in a new development, then to articulate them with an actual demonstration
village, and finally to incorporate these design principles in official county
plans. This interactive engagement, a learning process shared between developer
and planner, continues to enrich both the development and regulations for the
area.
The Unique Nature of the Santa Fe Region
Santa Fe residents generally reject the principle of infill development, which
leaves the corridor south of the city as the primary growth option. Starting
in the 1960s and 1970s, Santa Fe began to fall prey to indifferent suburban
development. The irony is that the compact, traditional pattern of old Santa
Fe attracts "amenity migrants," yet the transplants tend to live
in large two- to 10-acre lot subdivisions that create the antithesis of what
attracted them. Private wells, roads, and septic systems are the rule. These
subdivisions are destructive to natural resources and are an economic drain
on Santa Fe County.
At first, rural subdivisions with gravel roads and no buildings were relatively
invisible on the land. But as homes were built, the scenic landscape changed
and traffic grew. Regional population shifts, an influx of new arrivals, and
a growing economic gap between newcomers and long-term residents woke county
government to the fact that it wasn't providing adequate services, particularly
water and sewer, and that greater efforts were required to accommodate future
growth. Both urban and rural sprawl would exacerbate these needs, especially
as relatively severe drought conditions began to set in.
Most disturbing was that new development was totally void of the spirit of
the traditional villages that epitomize Santa Fe County. In his 1959 book Santa
Fe, writer Oliver La Farge spoke of Santa Fe as a place of "junctions
and arrivals" and described the area's land as "immutable." Smaller
and older settlements all had a very close relationship with the land. How
they evolved was completely dependent on the land and how it was used. Madrid
was a mining community. So was Cerrillos, but it was also an important stagecoach
stop. La Cienega and Galisteo were important farming and ranching communities.
By contrast, the rural subdivisions did not grow out of a purpose or fit organically
on the land but were surveyed according to an economy of lines on a two-dimensional
map, and they were not created around mixed-use centers.
Dilemmas
Santa Fe County's dilemma was clear: How could it switch from creating rural
subdivisions with questionable political support and limited financial resources
and instead build the capacity to manage sophisticated higher-density development
that would preserve the landscape, habitat, and water and also offer affordable
living?
The dilemma for large landowners in the area was different. In 1981, four
landowners joined together to buy a 20,000-acre ranch, Rancho Viejo, south
of Santa Fe. They loved the land and wanted to see it developed in a way that
would benefit the Santa Fe region as well as the partnership's families. Larry
Meyer, one of the four owners, and Duane Black, the chief operating officer
of Phoenix-based SunCor Development Corporation, talked on and off for 10 years
about how they might work together to best develop Rancho Viejo.
SunCor is a commercial and community development company wholly owned by Pinnacle
West Capital Corporation, a Fortune 500 energy company and owner of Arizona
Power. Santa Fe is a relatively small market with an increase of approximately
1,100 residential units a year, a number that is not adequate to support the
total purchase of a property the size of Rancho Viejo for development.
The challenges for the Rancho Viejo Partners were how to gain long-term zoning
approval; justify the hefty front-end investment typical of large-scale new
communities; meet community expectations for affordability, economic development,
and sustainability (especially with regard to water supply); and do so in a
small market with a difficult political environment. An added obstacle: There
was already a history of large out-of-town corporations struggling to identify
with and respond to the culture and way of doing business in Santa Fe. Despite
the challenges, luck was on their side.
FACTS OF THE CASE
The Developer Makes the First Move
The Rancho Viejo Partners hired planning and design firm Design Workshop to
begin development planning for their project. Prior to entering into a development
agreement, SunCor and the Rancho Viejo partners took the significant step of
having Joe Porter of Design Workshop take them through a one-week vision workshop
in 1996. The purpose was to establish community and environmental values for
Rancho Viejo, as well as a concept plan to serve as the basis for their land
sales and development agreement. The partners had asked Jack Kolkmeyer, planning
director for Santa Fe County, to drop by for an informal visit during the workshop.
And it was there that he saw — as Porter explained the chaotic wall of
emerging tracing-paper plans, sketches and idea cards — the same emphases
on the land system and village pattern that were early ideas in the county's
new growth management plan. The two men realized within minutes that Santa
Fe County and the Rancho Viejo owners shared a vision for a new growth pattern
in the corridor south of Santa Fe. The brief meeting resulted in what community
facilitator Carl Moore would later describe as "expanding the shadow of
the future." The common vision bolstered the confidence of both county
officials and the Rancho Viejo owners, and provided a common direction for
them. With this synergistic beginning, they embarked on a rather startling
innovation in planning in which they were able to work simultaneously and in
concert with each other, instead of sequentially. This new way of working together
created a feedback loop that pushed the planning process far beyond the minimum
standards set by regulations and into the realm of sustainable community development — no
easy task in the high mountain desert of New Mexico. It also transformed the
traditionally adversarial relationship between developer and planner.
To serve as the foundation of the business agreement between the two entities,
the landowners and developer crafted the Rancho Viejo Vision Plan in a one-week
charrette led by Design Workshop. That plan resulted in increased awareness
and establishment of basic principles to guide development. It identifies the
northern 11,000 acres of the property for community development because of
the proximity to Santa Fe and the amenity offered by the system of open meadow
and juniper- and piñon-covered arroyos. The plan envisioned developing a series
of small villages defined by the land system, for which the tradition of New
Mexico villages provided a valuable theme to build on. The vision emphasized
conserving water, protecting the environment, creating affordable housing,
and fostering economic development — real concerns of both long-term
residents and county government. The plan sets aside the southern 9,000 acres
of the property to be conserved with limited, very low-density development,
which created a self-imposed growth boundary for a portion of the Santa Fe
region. This property is treeless, rolling grasslands visible to travelers
approaching Santa Fe on Interstate 25 and Highway 14 from the south and from
the higher elevation neighborhoods that ring the city of Santa Fe. Early on,
the Rancho Viejo Partners decided to hold these lands for some time, hoping
that they might become part of a broader public conservation effort. Conservation
interests are now investigating ways to combine Rancho Viejo with state, Bureau
of Land Management, county, and other private lands to conserve a total of
35,000 acres of land in the Galisteo Basin.
The landowners and developer used the vision document to create a business
plan that combined a long-term vision with the ability to start in small increments
and build toward it. The plan also had to be able to respond to political or
market slowdowns or inadequate long-term water. Here was one of the development's
very first and most important innovations. Because the market was too small
to justify the carrying costs of a huge land purchase, Black and the Rancho
Viejo Partners forged a business deal that prices the value of the land based
on the amount of development instead of on the acreage. This allows the land
to be purchased and developed one home at a time, one village at a time. The
land purchase price that is paid to the Rancho Viejo Partners is figured as
a percentage of each home and each commercial parcel that is sold, an arrangement
that has significant community development implications. With this deal, SunCor
reduced early debt and carrying costs, which kept prices low and provided flexibility
to respond to market and political change, while the Rancho Viejo Partners
get a greater long-term return by participating in developed land values. In
addition, by tying the land price to finished homes, there is no land cost
for parks and open space. The resulting increase in the pace of home sales
and the sales price premiums that result from increased views and proximity
to open space benefit both SunCor and the Rancho Viejo Partners.
The partners and the developer recognized that SunCor was an outsider and
would have to listen and be sensitive to local culture and traditions to become
accepted in the community. They protected the new community with a business
plan that did not incur high front-end costs and that could survive slow times,
given the small market and local political situation. And they acknowledged
that the typical "big plan" zoning approach would not work in Santa
Fe County, which instead needed planners and developers to start small, listen
to residents and officials, understand the market, and gain the community's
respect through actions.
The vision plan produced both a land purchase agreement and a decision to
start the planning process by creating a village where county officials could
see community principles played out. With a tangible solution on the ground,
they could start to feel more comfortable about changing their policies and
regulations — and allow further development at Rancho Viejo.
County and Developer Engage
The county proceeded to complete and adopt a growth-management plan for the
entire county and a master plan for this southern corridor. Both exemplified
many of the principles the two entities held in common, but they went beyond
the proposed Rancho Viejo development to plan a large district in the southern
corridor, which was owned by five major landowners and a number of residents
in rural subdivisions.
The new district was created to provide an alternative to sprawl. In creating
a plan for it, Kolkmeyer and senior county planner Judy McGowan wanted to think
about metro-area edge problems in a new way and create a new development pattern,
and a set of rules and regulations to implement that pattern in the nonurban
areas near the City of Santa Fe. Proposing a plan for the 17,000-acre College
District at the edge of one of America's oldest and most culturally rich cities
was, at first, intimidating. Santa Fe was founded in 1610 and its historic
plaza and Palace of the Governors were laid out then according to planning
principles known as the Law of the Indies created by Phillip II in 1573 to
guide Spain's settlement of the New World. Thinking about this at the turn
of the millennium infused the county planners with a deep desire to understand
what was so successful about those early planning concepts and how they might
help people to better understand how to design for the present and meet the
needs of future generations.
In order to start Rancho Viejo and the planning process that would eventually
rezone the Rancho Viejo landholding, SunCor General Manager Bob Taunton asked
for and received permission from planning officials to create a demonstration
village. Design Workshop began to design this village, a place that would make
manifest the community principles articulated both by county officials and
the developer. This action was aimed at confirming that villages would work
as a long-term development strategy in the southern corridor. But the demonstration
would also test the new community principles formed by county officials — principles
on which they would base their master plan for the newly christened Santa Fe
Community College District (named for the college that had been established
on land grants from the Rancho Viejo Partners). This first village earned administrative
approval by transforming a previous master plan for a 2,000-acre rural subdivision
(with wells and septic tanks) into a village of 350 dwellings fully serviced
with sewer and water systems and surrounded by vast open space.
This coming together of county officials and the major developer around common
interests established a mutual respect and resulted in an interactive process.
County ideas were tested in development plans, which in turn influenced county
plans. The process included working meetings to strategize and plan for every
element of community development. It was non-linear and sometimes messy. At
times, workshops were formalized and facilitated; at other times, meetings
were informal and instinctive. But the spirit of listening, testing, and embracing
change was constant.
Before this change, the county had no experience in managing sophisticated and
fully serviced community development. The process of engaging with the developer
led to an even closer collaboration. The Rancho Viejo Partners provided Design
Workshop's expertise to the county in order to further its planning process,
based on the principles coming out of the first village. This collaboration contributed
to the content of the Santa Fe Community College District plan and subsequent
zoning plans.
Collaborative Process
Kolkmeyer and McGowan had people to convince. There were existing residents
living in three small rural subdivisions within the district, with similar
large-lot subdivisions surrounding about half of the district's perimeter.
There are five major land holdings in the district, four held by developers.
Rancho Viejo is the largest and the first to begin development. Major cultural
facilities in the district are the Santa Fe Community College, the 200-student
Institute of American Indian Arts, and Santa Maria de la Paz, Santa Fe's largest
Catholic church. Together they provide approximately 400 jobs.
The county created the Community College Plan through a true collaborative
process. A planning committee was formed, not by political appointment but
by inviting everyone in and around the college district to participate. Numerous
people joined the committee, including the major landowners, residents from
existing neighborhoods, city and county staff, and citizens-at-large interested
in issues like sustainability.
After 30 years as a city and county planner in Santa Fe, Kolkmeyer understood
the importance of an open objective process where everyone is heard. He also
realized it was critical that he and his staff be free to openly advocate good
planning principles and sell the county's positions on issues like the environment,
water conservation, and affordable housing. Kolkmeyer asked facilitator Carl
Moore, a Santa Fe resident and a former communications professor who had helped
residents of other communities envision their future, to facilitate key decision-making
meetings and to help maximize open and constructive communication.
The planning committee addressed community values and problems facing developers,
helping to create a plan that combines idealistic community development principles
with supporting ordinances and regulations the developers understand and support.
The developers and their consultants contributed professional services, funding
for outside experts, land analysis maps, and working papers on all aspects
of the plan. Much of the money that a developer would normally spend planning
his or her individual project was directed instead at providing content and
experience in support of the College District Plan. Several basic principles
emerged from this process.
The Land
The district plan started with the land. Protecting the intrinsic value of
the natural landscape was the most dominant value held in common by members
of the planning committee. They were unanimous about protecting these qualities.
The result is a land-based zoning plan and land analysis process first espoused
by Ian McHarg in his book, Design with Nature . The foundation of
the physical plan is a map that simplifies the land system into three basic
land types: relatively flat grassland meadows; hillside slopes; and arroyos,
the mostly dry gulches of the high mountain desert that serve as its drainage
system.
The series of distinctive arroyos that cross the college district provide
the structure for the master plan. The arroyos are the core of the landscape's
beauty. They are wildlife habitat corridors and their pervious soils help recharge
the aquifer under the district. The arroyos are zoned as open space; combined
with some low mountains and the parks program, they bring the amount of open
space in the development to 50 percent of the district's total acreage. They
will remain undeveloped except for road crossings, walking trails, and improvements
to manage drainage and aquifer recharge.
Between the arroyos lie elevated, flat grassland meadows that are free of
development obstacles. These open meadows require the least site disturbance
and grading to accommodate development. Villages will be located on these meadows
and their form determined by the shape of the meadows. Village zones will accommodate
the highest density that the market and height and setback standards will allow.
At a minimum, 3.5 dwelling units per acre are required in village zones.
Hillside slopes transition between meadows and the lower arroyo bottoms. Some
of these slopes are covered with juniper and piñon, and others are grasslands.
These hillsides are zoned as fringe area where low-density development is allowed,
as long as it is designed to blend into the hillside and wooded landscape.
This transition from higher density village areas to dispersed development
on hillsides creates a progression of density from urban to rural.
Although planners often prepare land analysis maps, the practice of basing
zoning on those maps is uncommon. Yet, that is exactly how the college district
zones were established. The zoning map features only eight categories, and
the delineation of four of these is determined by the shape and character of
the land.
The land systems map that defines zoning boundaries was prepared using USGS
maps at a contour interval of 20 feet. The land-based zoning process allows
the code enforcement staff to adjust zoning boundaries based on more detailed
land analysis mapping, which is required at the time villages are designed
and development plans are submitted.
Planning committee members agreed on the value of the landscape, but it took
the group considerable time to understand land-based zoning and to recognize
that all land is not equal. Arroyos, floodplains, and mountains have less development
value than level open grassland meadows. They also came to realize that development
lands on all properties can have more value if arroyos and mountain areas remain
open.
The land-based zoning approach motivated large landowners to prepare site
analyses of their individual properties during the district planning process.
They looked at the land in more detail and identified potential problems with
the approach that were adjusted by the planning committee. As they gained appreciation
of the natural features of their land, the process evolved beyond simple open-space
protection to an awareness of the potential of the natural environment to create
community development value.
Villages
The overriding purpose of the villages is to establish a development pattern
that creates community. Pursuing this purpose, county planners investigated
nearby traditional New Mexican settlements, including La Cienega (the home
of famed landscape architect J.B. Jackson), Cerrillos, Madrid, Canada de Los
Alamos, Galisteo, and the city of Santa Fe itself. They studied land-use patterns,
roads, agricultural and institutional uses, and community and economic activities,
including art and culture.
County planners observed that traditional villages used one or sometimes two
of three centralizing techniques: a plaza, a crossroads, or a main street which,
La Farge had noted, created the "reason for the place." These centralizing
features and the strong tradition of village settlements that stem from the
Law of the Indies are part of New Mexico's heritage and are the basis for the
college district's pattern of contemporary, mixed-use villages.
Kolkmeyer has described the goal for the college district as "new ruralism." While
some of its densities and facilities might by definition be "urban," and
while the area might eventually become part of the urban fabric of Santa Fe,
the founding principles would be rural in design.
The College District Plan includes 11 village areas that are sized and configured
by the land. These have discernible edges and are separated by arroyos or parks.
Villages are required to fit the land. They are designed to be highly walkable,
with village or neighborhood centers within a half-mile walk of all homes.
Each village is to be economically and architecturally diverse and include
15 percent affordable housing.
Density and Centers
When the decision was made to develop the first village at Rancho Viejo, the
College District Plan did not exist, the market was untested, and a long-term
water supply was uncertain. Rancho Viejo Village was designed and developed
as a freestanding village with no guarantee that there would be future villages.
Its capacity of 350 homes is what the land system would yield using the development
criteria that would eventually become the foundation of the College District
Land Use and Zoning Plan. Infrastructure was designed and financed to stand
alone if necessary without income from future development phases.
The lack of certainty about the future made it difficult to program the village
center. The plan created an urban pattern of tree-lined streets and sidewalks
that radiated from a central plaza. The strategy was to have future commercial,
institutional, and two-story residential buildings conform to this framework.
Space was provided for a small church or other public building to anchor the
end of the plaza. The plaza was built upfront, and construction has started
on the first commercial building and two-story townhouses that will enclose
the plaza.
Creating high densities and commercial centers are challenges in the college
district. The minimum village density of 3.5 dwelling units per acre in village
zones can accommodate approximately 19,000 dwellings, a gross density of 1.1
units per acre. Some people question how such low density can be considered
an alternative to sprawl. The answer lies in organizing and configuring that
development into higher-density villages that create community and increasing
density above the minimum requirement as the district matures. The minimum
allowable gross density in the Community College District is 1.1 units per
acre. If the College District can achieve an average density of five dwellings
an acre in village zones, this would generate 24,000 units or 1.5 gross units
per acre in the district, which is about the same density as the City of Santa
Fe.
The greater question is how to secure the higher densities required to support
commercial, community facilities, and transit — and how to do so in a
manner that creates public spaces, amenities, and activities, so that residents
will support density as the district grows. In other words, to use density
to avoid rather than perpetuate NIMBYism. The developer has already successfully
worked with the residents of the first village to resolve such concerns as
building height in the higher-density village center and the design of the
center itself.Village centers are designed to be mixed use and take their form
from the traditional local patterns of main street, crossroads, or plaza.
They must be higher density than residential neighborhoods and have a
minimum floor-area ratio of 0.35 square feet of building for every one
square foot of land area. Twenty-five percent of the building area is
required to be residential, and they are to have public spaces that reflect
the spirit of the public plaza. They are not to be buffered from adjacent
neighborhoods but connected by streets and walkways. Densities will be
highest in centers and transition to village edges and surrounding fringe
areas in order to locate the greatest number of people closest to community
facilities and services.
The district plan intends village centers to flourish economically and provides
the flexibility to wait for adequate population and traffic to support commercial
development before it is constructed. If population and passing traffic are
inadequate to support retail — for instance, in smaller villages — institutional
and residential uses are considered an acceptable substitute.
Village centers are designed to be mixed use and take their form from the
traditional local patterns of main street, crossroads, or plaza. They must
be higher density than residential neighborhoods and have a minimum floor-area
ratio of 0.35 square feet of building for every one square foot of land area.
Twenty-five percent of the building area is required to be residential, and
they are to have public spaces that reflect the spirit of the public plaza.
They are not to be buffered from adjacent neighborhoods but connected by streets
and walkways. Densities will be highest in centers and transition to village
edges and surrounding fringe areas in order to locate the greatest number of
people closest to community facilities and services.
The district plan intends village centers to flourish economically and provides
the flexibility to wait for adequate population and traffic to support commercial
development before it is constructed. If population and passing traffic are
inadequate to support retail — for instance, in smaller villages — institutional
and residential uses are considered an acceptable substitute.
The strategy is to establish an urban pattern for centers, around which commercial
and community uses can develop over time. A developer can't simply label 10
acres next to an arterial as commercial and set it aside for the future. There
must be a commitment to an urban framework of roads, sidewalks, and building
zones in which street-oriented, village-center uses can develop and change
as the community grows. For each village, a development plan is required to
create these connections and integrate a center. Adequate water also must be
set aside for centers. This strategy is not unlike the traditional evolution
of small towns in the United States.
A county-sponsored economic analysis forecasts that the district population
will support three typical grocery store-anchored commercial centers. The goal
is to exceed these projections by increasing minimum densities in the district,
designing centers to attract outsiders, building on the tradition of successful,
small, out-of-the-way restaurants in Santa Fe, and by additional life in the
villages created by mixed uses and people working at home. Incidentally, Santa
Fe has the highest percentage of the population working at home, 6.9 percent,
of any metropolitan area in the United States, according to the U.S. Census
Bureau.
To date, creation of these centers has been slow, partly because of the challenging
issues surrounding water in the West. All stakeholders are confident of a positive
outcome, but the details of long-term water availability still are being worked
out. According to Santa Fe's legal water limits, Rancho Viejo had water for
approximately 672 units. Additional water is available in a large aquifer under
Rancho Viejo to which the landowners have rights. But creating the necessary
county water company to deliver the water requires the cooperation of the City
of Santa Fe and the state water engineer in a long and complex process that
is progressing but not yet completed. The landowners have enough water to support
full development of the site. But Rancho Viejo concentrated its initial water
allocation to establish single-family neighborhoods. Although a long-term water
plan is in progress, the lack of such a plan has hindered aggressive development
of the townhouses, apartments, and mother-in-law units that are encouraged
by the district plan.
Employment and Institutions
Economic development is a high priority of the county. Close proximity of
work and home, and creation of community institutions are fundamentals of the
district plan. The preference is to have as many employment and institutional
uses as possible integrated into village centers. The plan recognizes that
some commercial uses are incompatible with village centers and there is a need
to attract larger employment and institutional uses. To that end, institutional
centers and campuses are allowed uses in village area zones. As the names imply,
the intent is to create centers and campuses that become identifiable places
and that follow the same principles of fitting the land, a mix of uses, walkability,
and internal centers that guide the residential villages.
Thanks to generous land contributions from the Rancho Viejo partners, the district
has a great foundation of community institutions, including the campuses of the
Santa Fe Community College and the Institute of American Indian Arts, in addition
to the evolving campus of Santa Maria del la Paz.
OUTCOMES
The first townhouses at Rancho Viejo Village have sold well, indicating a
market for density. During the summer of 2004, construction began on townhouses
and the first commercial building, which will house retail and office space.
More than 600 people live in 300 units in Rancho Viejo Village currently, with
its affordable housing component set to be completed by the end of 2004. Nearby
Windmill Ridge Village, which will be twice as big, is about two-thirds complete;
its final phase is slated to begin in the spring of 2005. Planning for the
next village area already has begun.
Residential diversity was always a goal of the project. Rancho Viejo Village
is planned for eight different residential types. Cluster housing, mid-priced
and higher-priced single-family, and estate homes are already constructed and
have been dispersed throughout the village. Townhouses, two-story live/work
units, and lofts above retail are to be created in the village center. Each
of the single-family residential types has various models. Residential prices
initially ranged from $135,000 to $350,000. The current price range is from
$100,000 for affordably financed homes to $450,000 for larger homes on the
edges of arroyos. Houses in the higher-density areas are built in clusters
or serviced by alleys. SunCor has become the production home builder at Rancho
Viejo to make certain that houses fit the village pattern and meet the company's
quality objectives. Sidewalks, separated from the curb, parallel every street
in the higher density areas. No house is more than five minutes from trails
that run through the arroyo open space.
The highest density is in the village center and transitions to estate homes
tucked into the wooded hillside at the village edge. Residential streets are
oriented to provide a combination of distant mountain views and solar orientation
that optimizes energy conservation. In the beginning, there was no thought
of solar architecture but the orientation was provided for the future, when
energy conservation might be considered. Now, approximately 70 percent of the
homes in the first two villages have an energy-efficient orientation with no
compromise to the community plan. And future homes in Rancho Viejo will be
constructed to the U.S. Department of Energy's "Build America" energy
standards.
In the seven years since the village center was first conceived, there have
been changes and adaptations, and even serious difficulties that had to be
worked through. On a purely physical plane, the design has shifted in line
with new planning codes, sometimes very much to its own benefit. The county
adopted a new standard for arterial highways in the College District Plan.
This reduced the right-of-way on the road adjacent to the village center from
130 feet to 60 feet and encouraged creation of Main Street-type commercial
uses fronting the street. This change will allow some of the commercial to
be pulled from around the plaza and onto the adjacent street. The change makes
commercial more viable and makes the plaza more residential.
But not all features of the plan were clear to Rancho Viejo Village residents
from the beginning. Neighbors who enjoyed open space and distant views across
the undeveloped lots in the village center were outraged when the developer
announced construction plans for those lots and introduced plans for a church.
Residents complained that salespeople had promised no two-story buildings in
Rancho Viejo. There were concerns about church parking, and one person hated
the idea of a church and the image of a cross in the community. Affordable
housing also was questioned. A citizen committee was formed, and petitions
and surveys were circulated. Although the planners and developer understood
the village center as a fundamental element of Rancho Viejo Village and the
College District Plan, the vision was not yet shared by the residents.
To handle this crisis, Rancho Viejo's Taunton drew lessons from the college
district collaboration, offered to invite Moore to conduct a planning workshop
with residents and the Rancho Viejo Partners and promised to develop the plan
that emerged. Moore interviewed residents and company officials, and designed
a process to fit the situation. He invited everyone willing to commit to participating
in five two-hour workshops. "Knowledgeable outsiders" — people
who had a perspective about planning but did not have a stake in the outcome — also
were invited. Kolkmeyer presented the College District Plan and its reasons
for higher densities and affordable housing. The group was asked and agreed
to accept some givens for the number of units and affordable dwellings and
the principles of the College District Plan. The homework phase taught everyone
the history of the village and acquainted them with various opinions held by
residents and the developer. This group became known as the Homework Group.
Participants were asked to describe their ideal village and then worked as
groups to draw village plans. At every step, Moore made certain that everyone
had a voice in the process and that the group reached consensus on every question
or concern. The results were given to Design Workshop so its team could design
a final development plan for the village center. It was reviewed by the workshop
group and, with a few minor modifications, was approved. Every member of the
committee signed a poster that described the plan and principles.
The new plan changes some aspects of the old plan but does not change the
principles of creating village centers. Some people gave up their views across
the village center. Buildings still surround the plaza, but they are not all
two stories, and the distance between some existing homes has been increased
and planted with trees. The former church site will be given to the homeowners'
association and the community will determine its use. The group's vision of
a special place that defines the village's identity and perpetuates community
is as strong as any previous statement by the Rancho Viejo Partners or any
part of the College District Plan. The main difference is that the residents
now own the vision and have resolved to help make it happen.
Perhaps the most inspiring outcome of all deals with sustainability. Rancho
Viejo's water management plan conserves water by harvesting drainage for irrigation
of common areas and domestic landscapes, including standard installation of
cisterns with each home. The system has been so successful that Rancho Viejo
Village beat Santa Fe's stringent water-use limits by 40 percent in 2002, its
first full year of operation.
LESSONS LEARNED
In creating this innovative planning process, the collaborative team learned
two sets of lessons: one about how to develop and the other about how to run
the public process that drives development.
The Development Approach
Rancho Viejo Partners' management was faced with meeting profit expectations
of a publicly held company and also producing development innovations to meet
the values and needs of the local community. Seven lessons emerged from this
development approach that may be helpful to other community advocates. The
team that helped bring Rancho Viejo into being believes that to make this kind
of community happen, landowners, developers, planners, and designers must work
together and they will benefit most by:
Starting with the right people. Bob Taunton and Ike Pino,
the first two general managers at Rancho Viejo, understand both development
and the issues facing government. They listen and communicate with respect.
Taunton started as a planner for Parks Canada and the City of Calgary and later
had his own development company. Pino was a former city engineer and city manager
for Santa Fe and understands the community.
Making the right land deal. The Rancho Viejo business plan
is designed to fit the local market and political environment. It reduced front-end
carrying costs and was structured to provide the flexibility to respond to
local conditions. It also provides for greater long-term returns to the Rancho
Viejo Partners and their families.
Testing before committing. The developer was open to testing
new approaches but careful not to make long-term commitments until they were
proven. Building Rancho Viejo Village allowed the developer to test the notion
of the village concept before it became the basis for the College District
Plan.
Not backing up on county approvals. There had been a history
of Santa Fe County developers going through the political approval process
and then repeatedly coming back to county staff to make incremental changes.
Rancho Viejo has worked hard to stand by its commitments.
Innovating one step at a time. It's impossible for a developer
to simultaneously make change in all areas the public would like and still
make money. Rancho Viejo has implemented major innovations like water use reduction,
affordable housing, energy reduction, and creating village centers, but the
developer worked systematically to prioritize and change one or two elements
at a time. The company convened the team at the beginning of each new development
phase to identify lessons learned and changes to be accomplished in the next
stage.
Meeting schedules. It's important to get a firm grasp of
the time required to program, design, and go through the public process and
develop a single phase. Development teams should start early enough to meet
the schedule. If a new idea is not adequately thought out to meet a development
schedule, they should put it on hold until the next phase.
Building capacity. Rancho Viejo continually worked to build
the capacity to develop in new ways. Bob Taunton and Joe Porter came together
once a month to evaluate progress, discuss the capabilities of both their organizations
and identify what was required to improve their abilities to make change and
increase productivity.
Making Public Processes Work Effectively
The College District and Rancho Viejo planning process has been one of people
working together to accomplish what they could not accomplish individually.
The collaborative experience touched many people and continues to do so. Moore
participated in and observed the process for five years and has identified
some principles that contributed to successful community decision making at
each stage of the College District Plan and Rancho Viejo processes. He suggests:
Picking the right convener. The degree of seriousness and
quality of participation was influenced by the person who convened participants.
The most successful collaborations were those convened with commitment and
clarity by those responsible for the process.
Inviting everyone. Inviting everyone in the College District
to participate opened the process to a wider group of people, political positions,
information, and ideas. Commitment to the full learning and planning process
was the only requirement for participation.
Following the arrow of community change through concentrating
on learning, planning, choosing, and changing. Group decision making occurred
continuously throughout design of the College District Plan and the initial
Rancho Viejo villages.
- Planning, choosing, and changing started with individuals
and groups expressing values and visions for the future. Next, groups prepared
drawings of scenario plans and then the group as a whole was led through
a process to identify one set of ideas they preferred and areas where they
differed. Finally, participants identified required change.
- Learning. Taking time to learn may have had the most dramatic
impact on success. There is no doubt that people made better decisions and
became more responsible in their positions the more they invested in learning
and understanding the interests of others. Highly skeptical developers became
ardent supporters of the plan, and county officials began to look beyond
existing codes to value-driven standards and regulations.
Trusting Democracy. In Moore's opinion, most experts — including
planners — do not trust democracy and, consequently, over-manage public
processes. In this case, county staff opted to get help in structuring the
process by bringing in an outside facilitator. And while the developers worked
to influence the outcome as members of the planning committee, they did not
control the process but chose instead to invest in it. The Rancho Viejo Partners
spent $400,000 assisting the county planning department, conducting geo-hydrologic
evaluations and paying legal fees. Other property owners spent proportional
sums providing information and expertise. The success of these efforts depended
on an open process where all participants could express their opinions and
provide information, but where the group determined the outcome.
Allowing a mess. At times, complicated problems become messy.
Messy times are a problem only if no method exists to get through them. The
clear purpose of every step of the College District process, the defined method
for achieving this purpose and the objective third-person guidance through
the process allowed messy times to be productive.
Enlarging the shadow of the future. Development teams should
use the future to motivate action. They should not ignore the past, but they
shouldn't get stuck there. Venting baggage from the past — and everyone
has it — was important, but the emphasis was on the future.
Setting things up so all people can express themselves. Moore's
advice about how to conduct the process made communication more efficient.
Having him facilitate key decision meetings allowed those with special interests,
like the county staff and developers, to express their positions openly and
participate equally in the process.
Drawing a picture, literally, of how the process will work and what
will result. Collaborative processes were identified upfront, illustrated
on posters, and updated by the group when change was necessary. Rancho Viejo
Village, as a demonstration project, served as an image of the future.
Bringing the work to closure. The process resulted in decisions
and commitments on which participants could act. The College District Plan
zoned the district and revised the county's development code. The Rancho Viejo
Village process resulted in a poster of the process and a list of the efforts
required to achieve the change and a signature block for all participants to
sign off on.
CONCLUSION: LEARNING GOOD DEVELOPMENT
The suburbs are a manifestation of the process that creates them. Changing
the suburbs requires changing this process and relearning how to develop. It
requires channeling a community's creativity, human energy, and economic resources
in a common direction to transform development from a "dirty word" into
a method to create communities that meet our expectations. It should never
be necessary to force the pace of development beyond what the market can comfortably
support or what is politically acceptable.
If the Community College District, of which Rancho Viejo is a part, becomes
recognized as a model for smart growth, the success will be due in large part
to the smart governance and business plans forged by Santa Fe County and the
Rancho Viejo Partners. The landowners and the College District Plan have made
the leap from rural subdivisions with individual wells and septic tanks to
fully serviced villages with minimum densities of 3.5 dwellings per acre. They
establish a master plan and zoning for the creation of centers and higher densities
in the future, two of the most difficult challenges facing today's new community
development industry nationally. The solution to sprawl lies in the collective
ability of government, commerce, and citizens to take the next big step and
create higher density centers that are special places.
Controversy over growth thrives in Santa Fe, which is known as the "City
Different." Initially, there was no confidence that the county could manage
growth or that Rancho Viejo would be any different from surrounding large-lot
subdivisions. But Santa Fe County and the Rancho Viejo landowners avoided the
typical zoning battle by finding enough common ground to forge an alternative
future. A new planning and regulatory approach has been created for the Santa
Fe Community College District that provides the capacity to accept 50 years
of growth. The first two Rancho Viejo villages are under construction and walk
the plan's talk. The experience indicates that building a culture of working
together may be more important than the resulting ordinances and villages — that
the enduring relationships have the potential to make everyone's lives better.
Joe Porter is a founding partner of Design Workshop, a 150-person community
planning, urban design and landscape architecture firm with offices in North
and South America. Porter has focused his entire career on designing new
residential and resort communities. He has taught at North Carolina State
University and Louisiana State University and is currently an adjunct professor
in the master's program in landscape architecture at the University of Colorado
at Denver. He is past president of the Landscape Architecture Foundation,
the national philanthropic arm of the American Society of Landscape Architects.
Porter has a bachelor's degree in fine arts from Utah State University and
a master's degree in urban and regional planning from the University of Illinois.
Jack Kolkmeyer is a professional planner with more than 30 years of experience
in community development, urban/regional planning, education, and media communications.
He has worked and studied in the Caribbean, West Africa, Europe, and the
midwestern and southwestern United States. He is currently the Director of
the Planning Division for Santa Fe County, New Mexico. He describes his work
in both the public and private sectors as "community problem solving." Kolkmeyer
holds a B.A. in English literature and creative writing from Ohio University
and an M.P.A. in public affairs and urban and regional planning from the
School of Public and Environmental Affairs at Indiana University.
Carl M. Moore is the proprietor of The Community Store, a Santa Fe firm
that provides consulting services to communities, governments, and nonprofit
organizations. Moore has consulted with groups in 35 states and 10 countries.
He is professor emeritus at Kent State University. He earned his bachelor's
degree from Texas Western College, his master's from the University of Arizona,
and his doctorate from Wayne State University. Moore has been honored as
Peacemaker of the Year in Ohio by The Mediation Association and in New Mexico
by the New Mexico Center for Dispute Resolution.
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