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CC- Housing Element Update Proposal - 2000-2005 - Box 066/—/Gj I -'19 TO: HONORABLE MAYOR AND MEMBERS OF ROSEMEAD CITY COUNCIL FROM: FRANK G. TRIPEPI, CITY MANAGER DATE: NOVEMBER 9, 1999 SUBJECT: HOUSING ELEMENT UPDATE PROPOSAL - 2000 -2005 Attached for the Council's consideration is a housing element update proposal from Baker Street Associates, LLC. The Governor's office of Planning and Research (O.P.R.) requires that cities in California update their housing elements of their respective General Plans every five years. Rosemead's housing element was last updated in 1996 to cover the 1995 -2000 planning period. A deadline has now been set for the next planning period of 2000 to 2005. The current deadline for the required update is June 30, 2000. Staff has received a proposal from Baker Street, LLC to provide the City of Rosemead with the required update. The proposal includes final submission for certification by the State Department of Housing and Community Development (H.C.D.). The proposed fee for this service is a not to exceed cost of $10,945.00. The 1999 -2000 annual budget includes $5,000.00 for this update, therefore staff is requesting that the council appropriate the additional funds. Staff has contacted neighboring cities as well as other private planning firms to compare bid proposals from other firms in the area. Prices range from $20,000 to $35,000 for this service. Baker Street LLC is able to provide the services at a reduced rate due to the close working relationship established with the City and the City's CDBG programs and a strong familiarity with Rosemead's housing issues. 4-; RECOMMENDATION It is recommended that the Rosemead City Council approve the proposal of Baker Street Associates and appropriate the additional funds from appropriated reserves. COUNCIL NOV - 91999 ITEM No. -IT DESCRIPTION OF COMPANY Baker Street Associates, LLC, is the successor organization of Baker Street Associates, a woman -owned business founded in 1994. Baker Street Associates, LLC, is a consulting firm dedicated to providing individualized, community - oriented housing and community development services. Clients include municipalities, housing authorities, other public agencies, non - profit, for - profit development companies and other consulting firms. Baker Street Associates, LLC, has extensive experience in providing a wide -range of housing and community development to agencies. Baker Street Associates, LLC, specializes in providing integrated services, including holistic operational analyses of local agencies, departments of local government and non - profits, as well in the provision of training, contract staffing services and custom computer services. Our primary capabilities in the field of housing and community development are: Training Grant Administration Operations Operations Analysis Administration and Implementation SEMAP Assessment PHAS Assessment Housing and Community Development Strategies, including Consolidated Planning and Agency Plans First Time Home Ownership strategies Commercial Revitalization Neighborhood Improvement Strategies Residential Rehabilitation Affordable Housing Program Design and Implementation Our primary capabilities in computer services are: Web page design, set up and maintenance Network set up and maintenance Training in a variety of software RECENT PROJECTS AGENCY PROJECT STATUS Calif. Council for Earthquake Grant App Done, 1/95 Veteran's Affairs (CCVA) CCVA Transitional Housing Grant Done, 4/95 CCVA 1996 Homeless Competition Done, 6/96 City of Alameda PHA Program Review /Assessment Done, 3/97 City of Alameda PHA Restructuring Done, 11/97 City of Alameda PHA Implement Restructure Done, 1/98 City of Alameda PHA Streamlining Sec. 8 Done, 2/99 Operations City of Alameda PHA Administrative Plan Done, 2/99 City of Alameda PHA Sec. 8 Procedures In progress City of Alameda PHA Team Building, Public Hsing In progress City of Alameda PHA Agency Plan -tech asst. In progress City of Anaheim Env. Assessment Done, 3/96 City of Anaheim Sec. 3 Compliance Plan Done, 3/96 City of Anaheim Public Svice. Monitoring Plan Done, 3/96 City of Anaheim Public Bid Package Done, 6/96 City of Santa Monica Underwriting Criteria /Loan Done, 11/95 Document Preparation City of Santa Monica Earthquake Recovery Done, 7/95 Performance Assessment (Non Profit Service Delivery) - City of Santa Monica Analysis of Rehab. Needs and Done, 7/95 Potential Funding Sources Chicago Housing Analysis and Plan of Action Done, 12/95 Authority (Substantial Rehab.) Community Dev. Program Review /Assessment Done, 12/95 Commission, Mendocino (Section 8, Mod. Rehab., County Public Housing) Contra Costa County Env. Background, 6 public Done, 5/99 Housing Authority housing projects RECENT PROJECTS, cont. 2 AGENCY PROJECT STATUS Gersten Company Proposal for Military Base Done, 11/96 Reuse — Monterey Gersten Company Non - Profit Feasibility —New Done, 7/97 Village Concept for Hopi Tribe Hawthorne PHA Mgmt. Review —Sec. 8, Mod. Done, 8/96 Rehab., FEMA, General Work Patterns Hawthorne PHA Contract Administration Done, 7/96 -7/99 Hawthorne PHA Utility Survey Done, 6/97 Hawthorne PHA Contract Inspections Done, 5/97 -1/98 Hawthorne PHA Salary Survey Done, 6/97 Hawthorne PHA Computer System Upgrade Done, 6/97 Hawthorne PHA Contract Housing Specialist Done, 4/98 to 7/99 Hawthorne PHA Contract, HOME, 1s` Time Done, 4/98 to 7/99 Home Buyer County of Marin, PHA Staff Resident Advisory Board Done, 8/99 County of Marin, PHA Prepare Draft Agency Plan Done, 8/99 County of Marin, PHA Receive public comments In progress Oakland Community Program Review -3 projects Done, 6/97 Housing Management (OCHM) OCHM Plan of Action Done, 12/97 OCHM Checks and Balance System Done, 1/98 OCHM Procedures Manual Done, 2/98 San Mateo County PHA Program Assessment Done, 5/99 (Sec. 8 Certs, Vouchers, Project- based) San Mateo County PHA Admin. Plan Update Done, 7/99 San Mateo County PHA Briefing Packet Update Done, 8/99 Sonoma County Dept. of Env. Review, EA for new Done, 5/99 Transportation Visitor's Center RECENT PROJECTS, SUBCONTRACT WORK, cont. 3 AGENCY PROJECT STATUS SUBCONTRACT WORK Fountain Valley CDBG Contract Admin. Done, 8/95 Fountain Valley Project Mgr. - Consolidated Plan Done, 6/95 Fountain Valley HOME Project Mgr. Done, 8/95 City of Rosemead Citizen Participation Plan Done, 4/95 City of Rosemead Consolidated Plan Done, 8/95 City of Rosemead CDBG Contract Admin. 8/95 to present City of Rosemead Monitor Non - Profits 8/95 to present City of Rosemead Receipt of HOME funds Done, 5/96 City of Rosemead Res. Rehab. Guidelines Done, 12/96 City of Rosemead Special Economic Dev. 11/96 to present City of Rosemead Environmental Oversight 8/95 to present City of Rosemead Commercial Rehab. Guidelines Done, 5/97 City of Rosemead Development (CDBG and HOME) 7/97 to present City of San Joaquin Grant for 1 s` Time Home Buyers Done, 11196 County of Orange Project Mgr.- Preparation for next 4/99, in progress Urban County Consolidated Plan City of Simi Valley Project Mgr.- Preparation of 2000- 8/99, in progress 2005 Consolidated Plan City of Ventura Preparation of 1998 CAPER 8/99, in progress CLIENT Client: Willdan Associates Contact: Albert V. Warot Manager, Community Development Services 12900 Crossroads Parkway South, Suite 20C Industry, CA 91746 (562) 908 - 6200 Projects: CDBG Contract Administration (Cities of Rosemead and Fountain Valley). Consolidated Plan, Project Manager (Cities of Rosemead, Fountain Valley, Orange County and Simi Valley. Down Payment Assistance Program (City of San Joaquin). Client: Gersten Company Contact: L. Joseph Lagerbauer Chief Financial Officer Gersten Company, GC Management Company, LLC 15760 Ventura Boulevard, Suite 82 Encino, CA 818- 981 -2700 Projects: Proposal for Base Reuse in Monterey, California j Non -profit feasibility, New Village concept for Hopi Tribe Client: City of Alameda Housing Authority Contact: Mike Pucci Executive Director 701 Atlantic Avenue Alameda, CA 94501 (510) 522 -8422 Projects: Management Study and Analysis, including Recommendations -- Section 8,Public Housing, State Units. Restructure facilitation and implementation. Streamlining operations. . Client: Housing Authority of the County of Marin Contact: Jan Schoder Executive Director 4020 Civic Center Drive San Rafael, CA 415 -491 -2533 Introduction SCOPE OF WORK The General Plan Housing Element Amendment for the City of Rosemead will involve completion of the following tasks: • Update population and housing characteristics. • Reexamine opportunities for energy conservation in new residential development. • Assess progress toward achieving goals in current Housing Element. • Update housing needs analysis. • Reexamine constraints on the production, maintenance, and affordability of housing. • Reexamine housing programs. • Submit two (2) copies of preliminary draft Housing Element to the City for review by various City staff. The comments received from this process will be incorporated into the draft Housing Element that will be presented to the Planning Commission. The City will be provided with 10 copies of the draft element. • Attend Planning Commission workshop on draft element. • Respond to comments by the Planning Commission and the general public, and make any necessary revisions to the draft element. The City will be provided with five (5) copies of the draft element. • Submit draft element to HCD and Southern California Association of Governments (SCAG) for review. • Respond to any comments received from HCD and SCAG. Conduct consultation with HCD during this time to ensure the final element that is drafted is certifiable by HCD. • Submit draft of the final Housing Element to the members of the Planning Commission and City Council. Provide City with 15 copies of document. • Attend public hearings on adoption of final Housing Element before Planning Commission and City Council. Provide City with final element and electronic media. • Submit adopted final Housing Element to HCD for certification. PROJECT TEAM Based on the anticipated work effort, we have assembled a team comprised of the following personnel: Personnel Position Role in Project Ms. Lisa A. Baker President Project Manager Mr. Manuel R. Gurrola Senior Planner Land Use and Policy Planner Resumes for each of these individuals are presented on the pages that follow. LISA A. BAKER Ms. Baker has managed or assisted with a wide array of housing and community development activities. She has formulated affordable housing and commercial rehabilitation strategies, designed and implemented property improvement programs, negotiated business expansion and relocation loans, managed the operation of affordable housing, created first -time homebuyer opportunities, and undertaken the provision of affordable housing using redevelopment funds. She possesses managerial skills ranging from personnel administration and financial management to project development and contract negotiation. Ms. Baker is computer literate and fluent in oral /written Spanish, some French and American Sign Language. She has served as a guest speaker and moderator for a number of local, regional, national NAHRO, California Redevelopment Association and American Planning Association conferences. HOUSING AND COMMUNITY DEVELOPMENT • Baker Street Associates — President Works with local government, LHA's and other consulting firms: Section 8 and Conventional Housing CDBG contract administration HOME administration Consolidated Plans and Agency Plans Program Reviews Rehabilitation Loan and Grant Programs Foundation Searches Environmental Assessment Planning Services • City of Culver City-- Housing Programs Administrator Directed the City's Housing Division. Managed a staff of nine. Experience includes: operating Section 8 and locally- funded rent assistance; developing a neighborhood empowerment strategy; developing a mortgage assistance program; creating rehabilitation programs for historic preservation, commercial facade improvement; serving as a member of technical team for General Plan update, including Housing Element; working with CHAS and Redevelopment Housing Law. • Area Housing Authority, County of Ventura -- Director of Housing Management Managed a staff of 10. Was responsible for managing Section 8 and Conventional programs. Created a rent subsidy program using local housing funds. Served as the agency's public information officer. CHAS and Housing Element resource for constituent cities. • Sacramento Housing and Redevelopment Agency -- Community Specialist Performed program outreach, intake, assessment and case referral. Member of design team for Riverview Plaza and provided expert witness testimony on congregate care facilities to the City and State Assembly. EDUCATION University of California, Davis: Master of Arts, Bachelor of Arts PROFESSIONAL AFFILIATIONS (selected affiliations and recent offices) NAHRO Vice Chair, National Community Revitalization and Development (CRD), Vice President of CRD, Pacific Southwest Region, 1997 -1999 and 1993 -1995 Lions International SCANPH (Southern California Association of Non - Profit Housing) American Solar Energy Society AWARDS (recent) WHO'S WHO OF BUSINESS AND PROFESSIONAL WOMEN American Biographical Society, 1999 INTERNATIONAL WHO'S WHO OF PROFESSIONALS International Who's Who, 1999 DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT John J. Gunther Award, Best Practice in Suitable Living Environment, 1998 (City of Rosemead) John J. Gunther Award, Best Practice in Program Requirements, 1998 (City of Rosemead) CITY OF ROSEMEAD Letter of Appreciation, 1997 AMERICAN BIOGRAPHICAL ASSOCIATION 2,000 Notable American Women, 1996 CITY OF FOUNTAIN VALLEY Letter of Commendation, 1995 AMERICAN PLANNING ASSOCIATION Los Angeles Section, Advocacy Planning, 1994, (Culver City) California Chapter, Award of Merit, Advocacy Planning, 1994, (Culver City) MANUELR.GURROLA Senior Planner As a Senior Planner with Willdan Associates, Mr. Manuel Gurrola manages the preparation of environmental documents for urban development projects. He has over 13 years of city and regional planning experience. He has managed and prepared over 200 environmental impact assessments under CEQA and NEPA. Mr. Gurrola has also conducted economic studies for business condition and market demand trends. His experience also includes entitlement processing, housing and transportation planning, and conformity review. Professional Experience: Mr. Gurrola manages and prepares all phases of environmental assessments for commercial, industrial, residential, and recreational projects throughout southern California. He has managed and prepared CEQA/NEPA environmental documents for the City and County of Los Angeles, City of Glendale, City of Thousand Oaks, County of San Luis Obispo, California State University at Northridge, Federal Emergency Management Agency, California Public Utilities Commission, Los Angeles Unified School District, and L.A. Cellular. Specific project experience includes, among others: LAX Master Plan EIR /EIS Playa Vista EIR /EIS CALTRANS Environmental Compliance Handbook • Kidspace Museum LA Cellular Environmental Assessments • Northridge Marketplace Hill Canyon Regional Recreational Facility • Southern California Edison Divestiture • Pacific Gas & Electric Divestiture • San Fernando Design and Implementation Plan • San Luis Obispo County Airport Master Plan • Regal Cinemas • Rose Bowl • Los Angeles Unified School District • Acton County Park • Pamela County Park • Granite Homes • Sakura Village • Woodlands Specific Plan • LAC +USC Medical Center Prior to joining Willdan, Mr. Gurrola: Worked for a private development firm where he also managed the purchase and development of raw land, including all aspects of entitlement processing; prepared Initial Studies and environmental documents as necessary; negotiated development and owner participation agreements, directed the planning, marketing, and disposition of real property assets in Los Angeles, Dallas, and Las Vegas, and prepared investment analysis, reports, and correspondence. Served as planning staff for the Southern California Association of Governments, where he assisted in coordinating and was one of the primary authors of the $30 billion 1993 -1999 Regional Transportation Improvement Program; prepared the Conformity Reports for the RTIP and 1994 Regional Mobility Element, performed Conformity Review on regionally significant general development, transportation and wastewater treatment projects; and reviewed regionally significant projects environmental documents for consistency with SCAG's regional plans, CEQA, and NEPA. Served as planning staff with the City of Los Angeles for 6 years with a variety of City departments, including: The Community Development Department- Mr. Gurrola conducted research, investigated proposals, prepared economic feasibility studies and market analyses, and made recommendations regarding housing regulation, development, and rehabilitation projects; managed the completion of the Comprehensive Housing Affordability Strategies, Affordable Housing Fee Ordinance, Affordable Housing Linkage Fee, and Nexus Study; and assisted in the preparation of the City's Housing Element and revision of the Rent Stabilization Ordinance. The Planning Department - Mr. Gurrola prepared and analyzed preliminary plans and environmental documentation for the development and subdivision of undeveloped areas for conformance to legal requirements including required plans and special reports, taking into consideration CEQA, NEPA, accepted zoning, design, and planning requirements of the community and general plans; suggested changes to make plans conform to these requirements, prepared initial studies, categorical exemptions, negative declarations, mitigated negative declarations, and drafted environmental impact reports for projects; assisted in the review of environmental legislation; and made presentations to the City Council, Planning Commission, and the public. — The Department of Transportation - Mr. Gurrola evaluated existing and proposed transportation systems, reviewed transportation system demonstration projects; evaluated alternative transportation system plans; reviewed and approved transportation demand management plans submitted by developers and city agencies, and reviewed transportation studies and proposals for compliance with Federal, State, and local laws and regulations. The Community Redevelopment Agency - Mr. Gurrola prepared project feasibility/proforma studies, market analyses /evaluation studies, preliminary fiscal impact reports, economic /business condition studies; development opportunities and constraints studies, highest and best use analysis; and reuse appraisals for all major land uses and market demand trends pertaining to development and redevelopment of areas and sites. EDUCATION University of California, Los Angeles Master of Arts, Urban and Regional Planning Loyola Marymount University, Los Angeles, California Bachelor of Arts, Political Science PROFESSIONAL AFFILIATIONS American Planning Association PROPOSED FEE The scope of services being offered by Baker Street Associates, LLC, would be performed for a not -to- exceed fee of $10,945.00. This fee includes all fieldwork, research and writing and project coordination /management activities needed to complete a Housing Element Update for the City of Rosemead. This fee also includes our attendance at two (2) meeting with City staff and four (4) public meetings, as well as the printing and delivery of 33 copies of the Element (3 Preliminary drafts, 10 drafts, 5 revised drafts, 15 final documents). The hourly rates for the project team members are as follows: Ms. Lisa A. Baker $80.00 Mr. Manuel R. Gurrola $90.00 These rates are fully burdened at includes overhead and travel costs. The following table shows the project person hours required for each task and the costs associated with completion of the various tasks. PROPOSED FEE . General Plan Housing Element Amendment City of Rosemead TASKS NAME HOURS RATE AMOUNT 1. Update Population /Housing Data Manuel 15 90.00 1,350.00 2. Update oversight Lisa 4 80.00 320.00 3. Reexamine Energy Conservation Manuel 4 90.00 360.00 opportunities 4. Conduct Housing Needs Assessment Manuel 10 90.00 900.00 5. Needs Assessment Oversight Lisa 5 80.00 400.00 6. Reexamine Constraints on Housing Manuel 8 90.00 720.00 Production 7. Reexamine Constraints, review Lisa 5 80.00 400.00 B. Reexamine Housing Programs Manuel 8 90.00 720.00 9. Reexamine Housing Programs, Lisa 3 80.00 240.00 review /oversight 10. Prepare Preliminary Draft Element Manuel 10 90.00 900.00 11. Prepare Draft Element Lisa 8 80.00 640.00 12. Prepare Revised Draft Element Lisa 4 80.00 320.00 13. Submit Draft Element to HCD Manuel 4 90.00 360.00 14. Prepare Final Element Manuel 10 90.00 900.00 15. Submit Element to HCD for certification Lisa 4 80.00 320.00 16. Attend PC /CC public meetings' Manuel 8 90.00 720.00 17. Attend PC /CC public meetings' Lisa 8 80.00 640.00 COPIES UNITS PRICE AMOUNT Preliminary Draft Housing Element 3 20.00 60.00 Draft Housing Element 10 20.00 200.00 Revised Draft Housing Element 5 20.00 100.00 Final Housing Element 15 25.00 375.00 TOTAL COST 10, 945.00 'Cost includes attendance at two Planning Commission and two City Council public meetings by the Project Manager and Senior Planner. Attendance at additional public hearings or meetings will be billed on a time - and - materials rate at the Standard hourly rates listed in Proposed Fee a 1011 "I&N;1:111114A Upon executing an agreement for our services and receiving authorization to proceed, our Project Manager and other key personnel will attend a project kick -off meeting with City staff. The purpose of this meeting will be to obtain a copy of the City's current housing element and any other available reports on the City's population and housing stock, as well as to establish the final outline and format for the updated element. A preliminary draft of the document will be completed within 90 days thereafter. Our Project Manager will then meet with City staff to obtain and review their comments. A draft document will subsequently be prepared for public distribution and comment. Our staff will attend a Planning Commission workshop during the processing of the draft document. Baker Street Associates, LLC will prepare the final element in response to comments received from the public, the Planning Commission, and HCD, and will attend the required public hearings before the Planning Commission and City Council. We anticipate that this entire process can be completed within a nine (9) month period.