CC - Item 5A - Consultant Service Agreement for Housing Element UpdateROSEMEAD CITY COUNCIL
STAFF REPORT
TO: THE HONORABLE MAYOR AND CITY COUNCIL
FROM: JEFF ALLRED, CITY MANAGER , 0
DATE: NOVEMBER 13, 2012
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SUBJECT: CONSULTANT SERVICE AGREEMENT FOR HOUSING ELEMENT
UPDATE
SUMMARY
Every city and county in California must adopt a comprehensive General Plan to govern its
land use and planning decisions and all planning and development actions must be
consistent with the General Plan. One mandatory element of the General Plan, the
Housing Element, is required by State Law to be updated approximately every five years.
The Housing Element must include assessments of Rosemead's existing and future
housing needs and must include the City's "fair share" Regional Housing Needs Allocation
(RHNA) for all income `groups (very low, low, moderate, and above - moderate) as
determined by the Southern'California Association of Governments (SCAG). The primary
purpose of the Housing Element is to ensure that every jurisdiction establishes polices,
procedures, and incentives in its land use planning and redevelopment activities that will
result in the maintenance and expansion of the housing supply to adequately house
households currently living and expected to live in the jurisdiction.
The Housing Element update is required for all cities within the six - county SCAG region
and must be completed by October 2013 for the period January 1, 2014 — October 31,
2021. Rosemead's current Housing Element for the period of July 1, 2008 — June 30,
2014 was last prepared by GRC Associates, Inc. and approved by the State Department of
Housing and Community Development (HCD) in June 2012.
Staff Recommendation
It is recommended that the City Council enter into a Professional Services Agreement with
GRC Associates, Inc. in the amount of $44,260 for the development of an updated 2014-
2021 Housing Element in accordance with State Law.
ANALYSIS
A Request for Proposal (RFP) was prepared for an update to the City's Housing Element
for the period 2014 — 2021. The RFP was mailed to three (3) consultants (GRC
Associates, Hogle- Ireland, Inc., and Environmental Science Associates) and posted on the
City's website. One (1) firm (GRC Associated, Inc.) responded affirmatively by the due
date of October 29, 2012. The proposal, in the amount of $44,260, was reviewed by the
staff and found it in compliance with the RFP.
ITEM NO.
City Council Report
November 13, 2012
Page 2 of 2
GRC Associates has provided urban planning, housing, redevelopment, economic
development and environmental consulting services to over 60 cities and agencies in
California. Continuous experience in these fields has kept GRC abreast of the ever -
changing laws and legal interpretations that affect both present and future projects. They
have extensive experience in the City of Rosemead. In the last ten years, GRC has
assisted the City in the adoption of the Redevelopment Project Area No. 2; the preparation
of the 2005 -2009 Five -Year Implementation Plan; and, most recently the 2008 — 2014
Housing Element update. Based upon a preliminary time schedule, GRC anticipates that
the adoption of the Housing Element will take approximately ten (10) months to complete
or no later than September 30, 2013.
FINANCIAL REVIEW
The funding for the project was allocated in the City's approved FY 2012 -13 Annual
Budget.
PUBLIC NOTICE PROCESS
This item has been noticed according to the California Health and Safety Code Section
33490.
Prepared by:
4" e 4n'
Michelle G. Ramirez
Community Development Director
Attachment A — Proposal from GRC Associates, Inc.
Attachment B — Professional Services Agreement
ATTACHMENT A
Proposal No. 2012 -15
Update to the City of Rosemead's
Housing Element
Prepared for:
City of Rosemead
Community Development Department
October 29, 2012
GRC Associates, Inc.
858 S Oak Park Road, Suite 280
Covina, CA 91724
TITLE PAGE
RFP Title: Proposal No. 2012 -15
Update to the City of Rosemead's
Housing Element
Firm: GRC Associates, Inc.
858 Oak Park Road, Suite 280
Covina, CA 91724
Tel: 626.331.6373/Fax: 626.331.6375
Contact: John N. Oshimo
President
joshimo @grcassoc.com
City of Rosemead I Housing Element Update
TABLE OF CONTENTS
I . Executive Summary .................................... ............................... 1
II Work Plan
.................................................. ............................... 2
Approach...............................................................:....
..............................2
Preparation
of the Housing Element ............................ ..............................3
Task 1:
Project Management .................................... ..............................3
Task 2:
Update Socioeconomic, Demographic, Housing and
Employment Information ............................. ..............................4
Task 3:
Housing Resources and Opportunities ......... ..............................5
Task 4:
Constraints on Housing Production .............. ..............................6
Task 5:
Review and Evaluation of the Current Housing Element ...........7
Task 6:
Preparation of the Housing Plan and Implementation
Program........................................................ ...............................
8
Task 7:
Draft Housing Element .................................. ..............................9
Task 8:
Final Housing Element ................................. .............................10
Task 9:
Public Outreach Program ............................. .............................11
Task 10:
Environmental Review ................................. .............................12
III Project Schedule ...................................... ............................... 13
IV. Firm Qualifications ................................... ............................... 15
V . Project Team ............................................ ............................... 17
VI . References ................................................. .............................19
VII Cost and Fee Schedule ............................. ............................... 20
VIII Insurance ................................................. ............................... 22
City of Rosemead I Housing Element Update
I. Executive Summary
The fifth planning cycle of the Regional Housing Needs Assessment (RHNA)
allocation for jurisdictions within the Southern California Association of
Governments (SCAG) region was approved by the SCAG Regional Council on
October 4, 2012. The approved final RHNA allocation for the City of Rosemead
shows the City's need to accommodate 602 households during the 2014 -2021
period. Of this total, 40.3 percent is distributed to low- and very low- income
households and 16.5 percent to moderate - income households. Since this is an
update, the achievements of the existing Housing Element must be evaluated and
existing policies and programs must be revised and augmented as appropriate to
meet current and projected housing needs in the City.
The Rosemead 2014 -2021 Housing Element ( "Housing Element ") shall include:
• Evaluation of the current Rosemead Housing Element goals, policies and
programs;
• Analysis of the City's housing needs based on its population, housing and
employment characteristics and trends;
• Inventory of resources that include funds, incentives, programs, and land
suitable for residential development;
• Analysis of existing and potential governmental, non - government and
market constraints that may hinder the City from meeting its share of
regional housing needs and the City's efforts to respond to the current
downturn in the housing market;
• Analysis of special housing needs;
• Update of existing housing goals and policies; and
• Update of actions and activities the City will implement to achieve the
goals, policies and quantitative objects.
State law requires that the City adopt its updated Housing Element no later than
18 months after SCAG adopts its 2012 -2035 Regional Transportation Plan
(RTP) /Sustainable Communities Strategy (SCS), which was adopted by the Regional
Council in April 2012. This deadline includes City review and adoption of the
Housing Element, State Department of Housing and Community Development
(HCD) review and response to comments, an environmental review as required by
the California Environmental Quality Act (CEQA), and an effective community
outreach program. GRC will keep City staff up -to -date on the progress of the
project and ensure sufficient resources are allocated to complete work on the
Housing Element in time for a September 30, 2013 certification from HCD.
City of Rosemead I Housing Element Update Page 1
II. Work Plan
Approach
The objective of the Rosemead Housing Element update is to develop a
comprehensive housing program that addresses the housing needs of the City's
present and future residents by providing adequate and affordable housing for
households of all income levels and for residents with and without special housing
needs. Criteria to be used by GRC in developing this Housing Element shall
include: (1) satisfying State Housing Element law; (2) meeting the City's fair -share
allocation of the regional housing need; (3) consistency with other General Plan
Elements and applicable plans and policies; and (4) reflecting the needs and
preferences of the local community and decision - making bodies.
The success in certifying the Housing Element depends on a number of key
factors:
• Project Management — Coordinating and communicating with the City
staff and HCD staff.
• Consistent Policies — Ensuring consistency with the City's General Plan,
SCAG's RHNA allocation and RTP /SCS.
• Inventory of Suitable Housing Sites — Conducting a survey of vacant land,
underutilized land and areas of potential infill and mixed —use as required
by AB 2348.
• Coordination with the City Departments — Incorporating recent and future
housing, economic development, public works activities.
• Environmental Review — Preparing all required environment documents
and notices within the timeframe required under CEOA.
• Public Outreach Process— Developing a community outreach program that
provides easy -to- understand information on the Housing Element and
update process, and soliciting input from the Rosemead community.
The Department of Housing and Community Development, in its draft guidance
document for the 2014 -2021 Housing Element cycle, has proposed a streamlined
review process for jurisdictions, like Rosemead, that obtained certification for
their elements in the previous cycle. Under this process, HCD may be able to
certify selected sections of the Housing Element with minor edits and revisions
from the City's certified 2008 -2014 element —for example, to reflect more recent
demographic and housing data — without needlessly requiring extensive new
analysis or discussion. Certain sections —most notably the review of
accomplishments since the previous element —are not eligible to be updated in
this manner, and the City must still demonstrate compliance with any new
City of Rosemead I Housing Element Update Page 2
statutory requirements imposed since the last update. GRC will monitor the
development of this streamlining process and discuss with City staff how it can be
used to ensure that the project can be completed in the most timely and cost -
efficient manner possible.
Preparation of the Housing Element
TASK 1— Project Management
A. Scheduling: At the start of the project, GRC will prepare a detailed schedule
that highlights all the milestones through the Housing Element adoption and
HCD certification process. This schedule will identify the submittal dates of
all draft and final products, workshops, study sessions and public hearings.
B. Staff Meetings: To ensure coordination with City staff and a continuous flow
of information, GRC will meet with City staff at least six times during the
update process or as frequently as needed to ensure a successful project.
GRC will immediately notify the City of any unanticipated changes to the
scope of work resulting from new housing legislation or significant public
comments. Only with written City approval will GRC change the scope. In
addition, GRC will attend all Planning Commission and City Council meetings,
study sessions and public hearings required by City staff and prepare all
required staff reports and resolutions.
C. HCD Communication: GRC will coordinate with HCD staff throughout the
process to avoid surprises and lengthy comments prior to certification of the
Housing Element. In addition, GRC will meet, if necessary, with the HCD staff
person responsible for reviewing the City's Housing Element. GRC will also
invite HCD on a tour of the City to illustrate the unique opportunities and
constraints that exist. Direct contact with HCD and informal responses prior
to the submittal of formal written responses will shorten the approval
period.
Task Staff Schedule Product
Project John Oshimo Week of Kickoff meeting, 10 copies of the
Management Nov. 19, detailed project schedule and list of
2012 required materials
Duration of • Staff reports, resolutions, CEQ4
project notices, at least six (6) staff
meetings
• Monthly progress reports
City of Rosemead I Housing Element Update Page 3
TASK 2 — Update Socioeconomic, Demographic, Housing and
Employment Information
GRC will update the Housing Element with information from the 2010 Census,
Census American Community Survey, Department of Finance (DOF), Employment
Development Department (EDD), and from private data sources such as
Nielsen /Claritas and Dataquick. GRC will discuss the best means of remedying any
data deficiencies with City staff. Housing data will be summarized in tables, and
where appropriate, graphically depicted on GIS maps to simplify the information
being conveyed. The Housing Element will present the following information:
A. Current information on the City's population, households, housing and
employment.
1. Population, housing and employment growth trends;
2. Demographic characteristics including age distribution, race and
ethnicity, and gender;
3. Housing and household characteristics including household size,
incidence of overcrowding, housing tenure, vacancy rate, and level of
payment compared to ability to pay;
4. Comparison of median household and per capita income of Rosemead's
residents to the region, persons living in poverty by subgroup i.e. female -
headed households, elderly, children; and
5. Employment characteristics including labor force population and types of
jobs and industries that currently employ Rosemead residents.
B. Current for -sale housing prices for the City. Housing costs will be compared
with adjacent jurisdictions to assess affordability. Comparable housing cost
information will be obtained from private data collection firms and from calls
to local real estate companies.
C. Current rents by unit size for the City. Rental information will be obtained
from apartment owners associations, local real estate agents specializing in
rentals, apartment management firms, and from printed and online rental
listings.
D. Current and projected number of households (where possible) with special
housing needs. This analysis will include the following special needs groups:
elderly individuals; female heads -of- household; large family households;
ethnic and racial minorities; persons with disabilities; and persons and
families in need of emergency, transitional and supportive housing.
E. Relationship of Rosemead's housing costs to household income. The most
recent available data will be analyzed to compare existing household
City of Rosemead I Housing Element Update Page 4
incomes in Rosemead with the availability of affordable rental and for -sale
housing to residents.
F. Update the 2008 housing conditions inventory based on a visual survey of
the residential areas of the City.
G. Projections of Rosemead's population, household, and employment growth.
Based on the existing and designated land use, current housing growth
trends and household formation trends, GRC will develop City forecasts
targeted to the final RHNA figures. GRC will evaluate whether or not the City
will be able to meet its future housing need, by income group, for the 2014 -
2021 planning period.
Update
Socioeconomic
Information
John Oshimo
Robert Vasquez
Peter Chou
Niall Huffman
Nov. -Dec. Profile of the city with text, tables
and charts
TASK 3 — Housing Resources and Opportunities
State law requires an inventory of land suitable for residential development and
analysis of sites' potential for redevelopment or recycling. GRC will examine the
current General Plan Land Use Element and Housing Element and work with City
staff to identify adequate sites to accommodate the City's share of the regional
housing need, including vacant land, underutilized parcels, surplus City sites, and
areas of potential infill development. GRC will survey all land in the current
Housing Element's vacant developable land inventory and determine if recent
development has occurred.
GRC will examine the various federal, state and local funding sources that are
available for the maintenance, preservation, improvement and development of
affordable housing in Rosemead. This list will include such funding programs as
the HOME, CDBG, tax credits, and other potential funding programs. The recent
dissolution of redevelopment agencies in California has created uncertainty about
the disposition of low /moderate- income housing set -aside monies that typically
underwrite affordable housing development. GRC will work with staff to develop
alternative funding solutions for meeting the City's lower- income RHNA allocation.
These solutions could include cooperation between the City and county and state
City of Rosemead I Housing Element Update Page 5
agencies, as well as nonprofit organizations, to ensure adequate resources are
available to facilitate development.
Housing Resources John Oshimo
and Opportunities peter Chou
Niall Huffman
Dec. -Jan. List and map of available sites
including parcel number,
property and housing condition
and size
• Discussion of existing and
potential funding sources
• GIS analysis and maps identifying
parcels available for housing
TASK 4 — Constraints on Housing Production
GRC will examine both governmental and non - governmental constraints that act
as barriers to the maintenance, improvement and /or development of housing for
all income levels. GRC's analysis will include, but not be limited to, the following
key topics:
A. Review inclusionary housing policies, density bonus ordinance, land use
controls, development standards, permitting and approval process, fees and
other governmental constraints.
B. Identify the location and extent of environmental and infrastructure
constraints on future residential development. This will involve interviews
with key City department staff to identify potential service and infrastructure
deficiencies and environmental issues.
C. Identify non - governmental constraints such as the existing construction
market and the availability of financial resources.
D. Identify opportunities for energy conserving design in residential
construction, and analyze the potential reduction in long -term housing costs.
E. Assess the impact of redevelopment dissolution, if any, on the production of
affordable housing.
City of Rosemead I Housing Element Update Page 6
Constraints on John Oshimo
Dec. -Jan. 2013 • Analysis of the General Plan,
Housing Robert Vasquez
zoning ordinance, building code
Production
enforcement, development fees,
Peter Chou
development requirements and
Niall Huffman
permit procedures.
• Analysis of infrastructure,
environmental and market
constraints.
TASK 5 — Review and Evaluation of the Current Housing Element
GRC will review and evaluate the current Rosemead 2008 -2014 Housing Element
to determine the effectiveness and appropriateness of the current goals and
programs. This task will determine: 1) the appropriateness of the goals, objectives
and policies in meeting the State's housing goals; 2) the effectiveness of the
previous element's goals, objectives, policies and programs with respect to
meeting regional housing needs; 3) the progress in implementation — what was
expected of the identified housing program and what actually was accomplished
during the planning period; and 4) compliance with current State housing law.
This task will include a review of: resolutions and ordinances related to the
housing programs (i.e., density bonus ordinance, facilitating transitional and
supportive housing, emergency shelters, SROs, etc.); building permit data on the
number of new units produced; annual reports on homes rehabilitated through
the HOME and CDBG program; funds and tools available to implement programs,
especially considering the elimination of redevelopment; and, all other housing
programs identified in the 2008 -2014 Housing Element.
Review John Oshimo Feb. 2013
Current Peter Chou
Housing Niall Huffman
Element
Evaluation of the current Housing
Element — progress and
effectiveness of programs
City of Rosemead I Housing Element Update Page 7
TASK 6 — Preparation of the Housing Plan and Implementation
Program
GRC will work with the various departments of the City and incorporate planning,
housing and economic development activities to develop a housing plan. GRC will
meet with City staff to explore potential policies and programs that will develop
various housing types for all income levels, including rental housing, factory -built
housing, mobile homes, emergency shelters and transitional housing to meet the
City's identified housing needs.
In addition, GRC will explore possible measures and programs to respond to the
current downtown in the housing market. These include:
A. Foreclosures — Identify local, state and federal programs initiated to respond
to the foreclosure crisis, such as the federal American Recovery and
Reinvestment Act, HUD Neighborhood Stabilization Program, and any other
mechanisms that may be provided in the near future. GRC will survey other
communities that have programs to assist residents facing foreclosure and
seek to incorporate the most effective practices into the Housing Element.
B. Zoning Ordinance Revisions — Based on the Housing Element's
Governmental Constraints analysis, recommend revisions to the zoning
ordinance to better facilitate the development of various of housing type.
C. Public /Private Partnership — Identify partnership programs to promote
higher density /mixed -use development and affordable housing development
within the City.
D. Sustainability — Examine opportunities to enhance resource efficiency and
long -term housing affordability through the design, renovation, reuse, and
operation of residential buildings within the City. This could include
establishing development and design standards to reduce water
consumption, improve energy efficiency and reduce overall environmental
impacts. GRC will examine practices in other jurisdictions to determine how
sustainable practices can be integrated with existing housing programs, with
particular emphasis on reducing overall housing costs (rent plus utilities) for
residents overtime.
In developing any General Plan element, it is necessary to ensure internal
consistency of the General Plan as a whole in community goals, policies and
programs, and therefore, one recommendation may be to update /amend the
General Plan and /or Zoning Ordinance.
GRC will revisit and revise the housing plan and implementation program in the
latter stages of the project, as necessary and appropriate to address comments
from HCD.
City of Rosemead I Housing Element Update Page 8
Preparation of
Housing Plan and
Implementation
Program
John Oshimo Feb. -Mar. • List of goals, policies and a five -
Peter Chou year action program.
Niall Huffman • Implementation table
summarizing the policies, housing
program, plan objective, funding
sources, responsible agency and
time frame.
TASK 7 — Draft Housing Element
Draft Housing Element. Based on the analysis and evaluation conducted in Tasks
2 through 6, the administrative and draft Housing Element, along with the
Executive Summary will be prepared and submitted to City staff for review and
comment. GRC will be responsible for processing the draft Housing Element for
HCD review.
The draft Housing Element will be made available for public review at City Hall and
at the City's public library. Information on the Housing Element will also be made
available on the City's website or other forms of public information to be agreed
upon by the City.
Draft Housing John Oshimo Mar.-Apr. ' Admin. draft - 3 hard copies and 1
Element Niall Huffman digital file
• Draft Housing Element -12 hard
copies, 1 reproducible original, and 1
digital file
City of Rosemead I Housing Element Update Page 9
TASK 8 — Final Housing Element
HCD Liaison. Upon receipt of comments from HCD on the draft Housing Element,
GRC will compile a memo responding to all HCD comments. As an extension of
City staff, John Oshimo, GRC's Project Manager, will be the contact person with
HCD. GRC will meet with and /or conduct phone conferencing with HCD staff to
adequately respond to their comments, beginning with a pre - submittal
consultation. GRC will consult with HCD staff on streamlined review; GRC
considers it likely that the City will be eligible for this process. GRC will prepare
any and all paperwork associated with the streamlined review process, including
the Implementation Review worksheet and Completeness Checklist. Additionally,
GRC will invite HCD to a tour of the City if they have any questions regarding the
adequate sites inventory. GRC will organize and conduct the tour. If any changes
are made to the Housing Element during the public hearing and adoption phase,
GRC will communicate with HCD staff to ascertain how the review status of the
Housing Element may be affected.
Final Housing Element. Once HCD has provided the City with a conditional
certification letter, GRC will assist City staff in conducting one (1) Planning
Commission public hearings and one (1) City Council public hearing on the Final
Housing Element. GRC will prepare staff reports and other supporting materials.
GRC recommends that copies of the Draft and Final Housing Element be made
available for public review at City Hall and at the City's public library. Information
on the Housing Element should also be made available on the City's website and
through other media to be agreed upon between GRC and City staff.
State Certification. After the City adopts the Final Housing Element, GRC will
submit a copy with a transmittal letter to HCD for certification.
Final Housing John Oshimo May -Sept. • Response to HCD comments on Draft
Element Niall Huffman 2013 Housing Element
• Final Housing Element in color -12
hard copies, 1 reproducible original,
and 1 digital file
• Staff reports, resolutions, notices
City of Rosemead I Housing Element Update Page 10
TASK 9 — Public Outreach Program
As required by State law, all social and economic segments of the community will
be provided an opportunity to review and comment on the Housing Element. In
compliance with this requirement, GRC and the City will conduct at least two (2)
community meetings.
At the first community meeting, GRC will give a presentation discussing the
Housing Element update process and informing participants of the role they can
play in making sure the Housing Element addresses the needs of the community.
In addition, GRC and staff will ask participants to discuss their key concerns
regarding housing needs and additional residential development. The first
community meeting will also invite the participation of local and regional public
agencies and special districts and serve as the environmental scoping meeting for
the CEQA document.
The second community meeting will be held once the draft Housing Element has
been prepared. At this meeting, GRC will review the input received at the first
meeting, present the key findings of the housing needs assessment, and
summarize the adequate sites inventory and housing programs contained in the
draft Housing Element. GRC and City staff will then solicit participants' comments
on the draft and identify any remaining concerns to be addressed in the final
Housing Element.
All community meeting notices and handout materials will be translated by GRC
staff into Spanish and Chinese. Robert Vasquez of GRC staff is fluent in Spanish
and will translate material and participate in the community meetings as Spanish
interpreter and Peter Chou, also of GRC staff, will assist in the translation of
materials into Chinese.
In addition, GRC will conduct a study session for the Planning Commissioners and
a study session for the City Council members during the preparation of the Draft
Housing Element.
Public John Oshimo
Outreach Robert Vasquez
Program Peter Chou
Jan., Mar. - Community meeting notices, mailing
and Apr. list, handout material (English, Spanish
and Chinese)
City of Rosemead I Housing Element Update Page 11
TASK 10 — Environmental Review
The adoption of the Housing Element is subject to the requirements of the
California Environmental Quality Act (CEQA). GRC will prepare the Initial Study
which will determine the need for a Negative Declaration, Mitigated Negative
Declaration or Environmental Impact Report. Based on GRC's prior experience
with Housing Elements and CEQA documents, we anticipate that a Negative
Declaration will be required. This assumes that the updated Housing Element will
not require changes to the designated land uses in the General Plan. If a
Mitigated Negative Declaration is prepared, GRC will prepare a mitigation
monitoring and reporting program. GRC will conduct a scoping meeting prior to
the Initial Study and prepare all required notices (Notice of Intent, Notice of
Completion and Notice of Determination). In addition, GRC anticipates that the
project will be able to obtain a determination from the Department of Fish and
Game that the project will have "no effect" on fish and wildlife. Both the NOD and
No Effect Form will be submitted to the Los Angeles County Clerk and to the State
CEQA Clearinghouse within five days after the adoption of the Housing Element.
Environmental John Oshimo June -Aug. • Draft Initial Study -3 hard copies
Review Peter Chou and 1 digital file
• Preparing, mailing and filing hard
copies of Initial Study, NOI, NOC
and NOD, Fish and Game "No
Effect" to responsible agencies and
state
City of Rosemead I Housing Element Update Page 12
III. Scheduling
GRC proposes to complete the project by September 30, 2013 (within 11
months). It could be shorter if HCD adopts the proposed streamlining process for
cities that have implemented programs adopted in the current Housing Elements.
The 11 -month process includes all community meetings, study sessions, public
hearings, preparation of the Draft and Final Housing Element, at least one HCD
comments and response letter, completion of the CEQA document and receipt of
the HCD certification letter.
The 11 -month project schedule is illustrated on the following page.
City of Rosemead I Housing Element Update Page 13
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IV. Firm Qualifications
GRC Associates, Inc.
Location of Headquarters:
Contact Person:
GRC Associates, Inc.
858 Oak Park Road, Ste.'280
Covina, California 91724
John N. Oshimo
President
(626) 331 -6373
ioshimo@ercassoc.com
GRC Associates, Inc. (GRC), a California corporation, is a multi - disciplinary firm that
has provided professional consulting services to more than 60 cities and public
agencies in California over the last 28 years. GRC has a professional staff of five
full -time employees that include the President, Principal, two Planning Analysts,
and an Administrative Assistant.
The chart below illustrates the firm's broad range of expertise:
GRC ASSOCIATES SERVICES
Extension of Planning Staff
• Staff Reports, Resolutions & Work
Plans
• Inter - departmental and Regional
Agency Coordination
• City Council /Agency Presentations
• Community Outreach —
presentations and handout
material in English and Spanish
General Plan Elements, especially • Financial Analyses for Affordable
Housing Elements Housing
• Specific Plans
• Market Studies and Fiscal Impact
Reports
• Pro Forma Analyses
• Economic Development Strategies
• Socioeconomic and Demographic
Analyses
• GIS Mapping
• Parking Studies
• CEQA Documentation
• Neighborhood Stabilization
Program
• Tax Credit projects
• RFP and Developer Selection
Process
• CDBG Housing Rehab. Loan
Program Administration and
Construction Management
• Housing Consolidated Plans and
Action Plans
City of Rosemead I Housing Element Update Page 15
r
Housing Element Experience
Below is a list of GRC's experience in housing elements, general plans and
environmental documents.
Arvin: Preparation of the 2008 -2013 Housing Element (certified) and
Negative Declaration. Adoption of the Land Use, Conservation and Open
Space, Air Quality and Community Health Elements (Adopted August 2012)
and CEQA document through the California Sustainable Communities
Planning Grant. Environmental documents were prepared for the Housing
Element and the General Plan Update. GRC is currently preparing the
City's Green Zoning Ordinance and Climate Action Plan.
Gardena: Preparation of the 2008 -2014 Housing Element (certified) and
Negative Declaration. Preparation and adoption of the Gardena General
Plan 2006 and EIR. Assisted the City in reducing the 2014 -2021 Draft SCAG
RHNA allocation by 50 percent through the SCAG process. Implemented
housing programs in the 2008 -2014 Housing Element within one year of
the Element's adoption. Housing programs such as: 1) identifying
incentives for mixed -use development; 2) changing the zoning code to
allow higher residential densities, 3) preparing a senior housing market
study; 4) preparing Mitigated Negative Declarations fro zone change and
senior housing project.
• La Habra: Preparation of the 2008 -2014 Housing Element (certified) and
Negative Declaration.
Lakewood: Preparation of the 2008 -2014 Housing Element (certified) and
Negative Declaration. Preparation of the Five -Year Consolidated Plan
(2010- 2015), the Annual Action Plan for 2010/11 and the Analysis of
Impediments for Fair Housing Choice. Implemented Housing Element
programs such as the acquiring residential properties for the development
and rehabilitation of affordable housing units.
• Rosemead: Preparation of the 2008 -2014 Housing Element (certified) and
Negative Declaration.
City of Rosemead I Housing Element Update Page 16
r
V. Project Team
The project will be managed by John N. Oshimo (President), with the assistance of
Robert G. Vasquez (Principal), Niall H. Huffman (Analyst), Peter Chou (Analyst) and
Bernadette Soledad (Administrative Assistant). All core team members will be
available through the course of the project.
ORGANIZATIONAL CHART
Communitylnput Planning Commission/
City Council
John N. Oshimo I
Principal in Charge /Project Manager
Housing Element and Environmental
Review
Niall Huffman Robert Chou
Robert G. Vasquez
Assessment Socioeconomic Analysis GIS, Housing Survey
Housing Element Preparation Community Outreach CE014 Documentation
Below is a brief description of their experience and education.
John N. Oshimo, President, will serve as Project Manager. Mr. Oshimo has more
than 35 years of experience in the fields of urban planning, housing, economic
development and environmental planning in California. During the 2008 -2014
housing element planning cycle, Mr. Oshimo was project manager for the
adoption of the five housing elements (Arvin, Gardena, La Habra, Lakewood and
Rosemead), including the Negative Declaration for each element. In addition, Mr.
Oshimo served as project manager for the adoption of City of Arvin's General Plan
Update (Land Use, Conservation and Open Space, Air Quality and Community
Health Elements), which followed the guiding principles of the Sustainable
Communities Strategy and Climate Protection Act (SB 375). Mr. Oshimo also
prepared local level population, household and employment forecasts for the San
Gabriel Valley COG. Mr. Oshimo has conducted a number of community outreach
programs as part of planning and redevelopment projects. Mr. Oshimo holds a
City of Rosemead I Housing Element Update Page 17
1 C associates
Master of Planning degree from the University of Southern California and a
Bachelor of Arts degree from the University of California, Los Angeles.
Robert G. Vasquez, Principal, has 22 years of experience in the real estate,
housing and economic development field. Mr. Vasquez has helped cities to
implement redevelopment programs and prepared numerous economic
development strategies. Mr. Vasquez recently prepared a health - related market
study for Arvin Community Health Element and a senior housing market study for
the City of Gardena. In addition, he has extensive real estate development
consulting experience. Examples of some of the consulting services completed
included development feasibility, financial analysis, site selection, appraisal
reviews and preliminary valuation studies. He has prepared numerous market
research, economic impact, project feasibility analysis, highest and best use, site
location, retail leakage and preliminary valuation studies. He is fluent in Spanish
and has provided Spanish translation and interpretation during community
meetings regarding general plans, economic development strategies and
redevelopment plans. Mr. Vasquez is a graduate of Harvard University— Master of
Public Administration, Columbia University— Master of Business Administration
and the University of Southern California — Bachelor of Science.
Peter Chou, Analyst, assisted in the preparation of the housing element for the
cities of Arvin and Lakewood. He has conducted physical and economic blight and
land use survey and has prepared environmental documents. Mr. Chou is also
experienced in GIS analysis and mapping, having prepared market survey maps,
land use maps, housing condition maps, and project area maps, with ArcGIS. He
holds a Master of Planning degree from the University of Southern California and
a Bachelor of Science degree in Business Administration from the University of
California, Riverside.
Niall H. Huffman, Analyst, has accumulated significant experience in the fields of
sustainable land use, economic development and livable urban design. Mr.
Huffman has prepared three State - certified housing elements (Gardena, La Habra
and Rosemead) and participated in the preparation of various other general plan
elements, redevelopment plans and associated CEQA documents. Mr. Huffman is
currently participating in the preparation of the Climate Action Plan for the City of
Arvin and previously participated in the preparation of the Land Use,
Conservation /Open Space, Air Quality and Community Health elements. He has
also prepared several reports on opportunities and challenges for livable
neighborhoods and active transportation, both from the perspective of
neighborhood economic development and from that of public health. Mr.
Huffman holds a Master of Arts degree in Urban Planning from the University of
California, Los Angeles and a Bachelor of Arts degree in Geography from the
University of California, Santa Barbara.
City of Rosemead I Housing Element Update Page 18
r
VI. References
City of Gardena
G. Yvonne Mallory, Economic Development Manager (310) 217 -9533
1700 West 162 Street, Gardena, CA 90247
YMallory @ci.gardena.ca.us
• Senior Housing Project market study (HUD/TCAC requirement) and
MND (2012)
• Gardena Housing Element 2008 -2014 (certified) and Neg. Dec.
• Gardena General Plan 2006 (all mandatory elements) and EIR
City of Lakewood
Sonia Southwell, Director of Community Development (562) 866 -9771
5050 Clark Avenue, Lakewood, CA 90712
SSouthwe @lakewoodcitv.org
• Lakewood Housing Element 2008 -2014 (certified) and Neg. Dec.
• City's Economic Development /Housing Advisor (2000- Present)
City of La Habra
Linda Padilla- Smyth, Economic Development (562) 905 -9645
and Housing Manager
201 E. La Habra Boulevard, La Habra, CA 90631
LindaP @lahabracitv.com
• La Habra 2008 -2014 Housing Element (certified) and Neg. Dec.
City of Arvin
Tim Chapa, City Manager (661) 854 -3134
200 Campus Drive, Arvin, CA 93203
tchapa @arvin.ore
• Arvin General Plan Update: Land Use, Conservation and Open Space,
Air Quality and Community Health Elements and MND (Adopted
August 2012)
• Arvin 2008 -2013 Housing Element (certified) and Neg. Dec.
• Arvin Redevelopment Plan Amendment and EIR (2010)
• Climate Action Plan (in progress)
City of Rosemead I Housing Element Update Page 19
iates
VII. Cost and Fee Schedule
GRC proposes to complete the project at a total not -to- exceed cost of $44,260.
The line item project costs and fee schedule tables are presented below and on
the following page.
PROJECT COSTS
Task 1: Project Management
$4,680
Task 2: Update of Pop. /Hsg. Information
$4,940
Task 3: Housing Resources
$8,840
Task 4: Constraints on Housing
$2,960
Task 5: Review and Evaluation
$2,180
Task 6: Preparation of Plan and Program
$2,620
Task 7: Draft Housing Element
$2,160
Task 8: Final Housing Element
$4,920
Task 9: Public Participation Program
$3,680
Task 10: Environmental Review*
$5,280
Indirect Costs
$2,000
TOTAL BUDGET
$44,260
* Negative Declaration is anticipated, however, other CEQA documents would require a cost
revision to Task 10 Environmental Review:
Mitigated Negative Declaration with Mitigation Monitoring Program: $7,000
Environmental Impact Report: Costs cannot be determined at this time. Scope of EIR
will depend on the Initial Study and comments from responsible agencies.
City of Rosemead I Housing Element Update Page 20
GRC FEE SCHEDULE
Senior Principal
$160
Principal $140
--- -- - - - - -- ---- - - -- --
Planning Analyst $70
Administrative Assistant $55
Any additional services outside the scope of work will be first approved by
the City and will be billed on a time and material basis. Direct costs for
additional services outside the not -to- exceed amount will be billed at our
cost plus 2095. Direct costs include printing of documents, purchase of
project - related materials, postage and related costs.
City of Rosemead I Housing Element Update
Page 21
VIII. Insurance
GRC Associates, Inc. maintains insurance coverage that meets or exceeds the
City's requirements and certificates will be issued to the City upon request.
Comprehensive General Liability Insurance: $1,000,000 each occurrence
$2,000,000 aggregate
Automotive Insurance: $1,000,000 combined single limit
Worker's Compensation Insurance: per State law
City of Rosemead I Housing Element Update Page 22
ATTACHMENT B
CITY OF ROSEMEAD
PROFESSIONAL SERVICES AGREEMENT
1. PARTIES AND DATE.
This Agreement is made and entered into this 13 day of November, 2012 by and
between the City of Rosemead, a municipal organization organized under the laws of the
State of California with its principal place of business at 8838 E. Valley Blvd., Rosemead,
California 91770 ( "City ") and GRC Associates, Inc. ( "Consultant "). City and Consultant are
sometimes individually referred to herein as "Party' and collectively as "Parties."
2. RECITALS.
2.1 Consultant.
Consultant desires to perform and assume responsibility for the provision of certain
professional services required by the City on the terms and conditions set forth in this
Agreement. Consultant represents that it is experienced in providing Housing Element
Studies to public clients, is licensed in the State of California, and is familiar with the plans
of City.
2.2 Project.
City desires to engage Consultant to render such services to create an updated
Housing Element for submission to the State of California Department of Housing and
Community Development (HCD) consistent with HCD guidelines and requirements, and the
City of Rosemead's General Plan ( "Project ") as set forth in this Agreement.
3. TERMS.
3.1 Scope of Services and Term.
3.1.1 General Scope of Services. Consultant promises and agrees to
furnish to the City all labor, materials, tools, equipment, services, and incidental and
customary work necessary to fully and adequately supply the professional consulting
services necessary for the Project ( "Services "). The Services are more particularly
described in Exhibit "A" attached hereto and incorporated herein by reference. All Services
shall be subject to, and performed in accordance with, this Agreement, the exhibits
attached hereto and incorporated herein by reference, and all applicable local, state and
federal laws, rules and regulations.
3.1.2 Term. The term of this Agreement shall be from November 13, 2012
to December 31, 2013, unless earlier terminated as provided herein. Consultant shall
complete the Services within the term of this Agreement, and shall meet any other
established schedules and deadlines.
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3.2 Responsibilities of Consultant.
3.2.1 Control and Payment of Subordinates; Independent Contractor. The
Services shall be performed by Consultant or under its supervision. Consultant will
determine the means, methods and details of performing the Services subject to the
requirements of this Agreement. City retains Consultant on an independent contractor
basis and not as an employee. Consultant retains the right to perform similar or different
services for others during the term of this Agreement. Any additional personnel performing
the Services under this Agreement on behalf of Consultant shall also not be employees of
City and shall at all times be under Consultant's exclusive direction and control. Consultant
shall pay all wages, salaries, and other amounts due such personnel in connection with
their performance of Services under this Agreement and as required by law. Consultant
shall be responsible for all reports and obligations respecting such additional personnel,
including, but not limited to: social security taxes, income tax withholding, unemployment
insurance, disability insurance, and workers' compensation insurance.
3.2.2 Project Schedule. Consultant shall perform the Services expeditiously,
within the term of this Agreement, and in accordance with the Project Schedule set forth in
Exhibit "B" attached hereto and incorporated herein by reference. Consultant represents
that it has the professional and technical personnel required to perform the Services in
conformance with such conditions. In order to facilitate Consultant's conformance with the
Schedule, City shall respond to Consultant's submittals in a timely manner. Upon request
of City, Consultant shall provide a more detailed schedule of anticipated performance to
meet the Project Schedule.
3.2.3 Conformance to Applicable Requirements. All work prepared by
Consultant shall be subject to the approval of City.
3.2.4 Substitution of Key Personnel. Consultant has represented to City that
certain key personnel will perform and coordinate the Services under this Agreement.
Should one or more of such personnel become unavailable, Consultant may substitute
other personnel of at least equal competence upon written approval of City. In the event
that City and Consultant cannot agree as to the substitution of key personnel, City shall be
entitled to terminate this Agreement for cause. As discussed below, any personnel who fail
or refuse to perform the Services in a manner acceptable to the City, or who are
determined by the City to be uncooperative, incompetent, a threat to the adequate or timely
completion of the Project or a threat to the safety of persons or property, shall be promptly
removed from the Project by the Consultant at the request of the City. The key personnel
for performance of this Agreement are as follows: John N. Oshimo (President), Robert G.
Vasquez (Principal), Niall H. Huffman (Analyst), Peter Chou (Analyst), and Bernadette
Soledad (Administrative Assistant).
3.2.5 City's Representative. The City hereby designates Jeff Allred, City
Manager, or his designee, to act as its representative for the performance of this
Agreement ( "City's Representative "). City's Representative shall have the power to act on
behalf of the City for all purposes under this Contract. Consultant shall not accept direction
or orders from any person other than the City's Representative or his designee.
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3.2.6 Consultant's Representative. Consultant hereby designates John N.
Oshimo (President), or his designee, to act as its representative for the performance of this
Agreement ( "Consultant's Representative "). Consultant's Representative shall have full
authority to represent and act on behalf of the Consultant for all purposes under this
Agreement. The Consultant's Representative shall supervise and direct the Services,
using his /her best skill and attention, and shall be responsible for all means, methods,
techniques, sequences and procedures and for the satisfactory coordination of all portions
of the Services under this Agreement.
3.2.7 Coordination of Services. Consultant agrees to work closely with City
staff in the performance of Services and shall be available to City's staff, consultants and
other staff at all reasonable times.
3.2.8 Standard of Care; Performance of Employees. Consultant shall
perform all Services under this Agreement in a skillful and competent manner, consistent
with the standards generally recognized as being employed by professionals in the same
discipline in the State of California. Consultant represents and maintains that it is skilled in
the professional calling necessary to perform the Services. Consultant warrants that all
employees and subcontractors shall have sufficient skill and experience to perform the
Services assigned to them. Finally, Consultant represents that it, its employees and
subcontractors have all licenses, permits, qualifications and approvals of whatever nature
that are legally required to perform the Services, including a City Business License, and
that such licenses and approvals shall be maintained throughout the term of this
Agreement. As provided for in the indemnification provisions of this Agreement,
Consultant shall perform, at its own cost and expense and without reimbursement from the
City, any services necessary to correct errors or omissions which are caused by the
Consultant's failure to comply with the standard of care provided for herein. Any employee
of the Consultant or its sub - consultants who is determined by the City to be uncooperative,
incompetent, a threat to the adequate or timely completion of the Project, a threat to the
safety of persons or property, or any employee who fails or refuses to perform the Services
in a manner acceptable to the City, shall be promptly removed from the Project by the
Consultant and shall not be re- employed to perform any of the Services or to work on the
Project.
3.2.9 Laws and Regulations. Consultant shall keep itself fully informed of
and in compliance with all local, state and federal laws, rules and regulations in any
manner affecting the performance of the Project or the Services, including all Cal /OSHA
requirements, and shall give all notices required by law. Consultant shall be liable for all
violations of such laws and regulations in connection with Services. If the Consultant
performs any work knowing it to be contrary to such laws, rules and regulations and without
giving written notice to the City, Consultant shall be solely responsible for all costs arising
there from. Consultant shall defend, indemnify and hold City, its officials, directors,
officers, employees and agents free and harmless, pursuant to the indemnification
provisions of this Agreement, from any claim or liability arising out of any failure or alleged
failure to comply with such laws, rules or regulations.
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3.2.10 Insurance.
3.2.10.1 Time for Compliance. Contractor shall maintain prior to
the beginning of and for the direction of this Agreement insurance coverage as specified in
Exhibit D attached to and part of this agreement.
3.2.11 Safety. Contractor shall execute and maintain its work so as to
avoid injury or damage to any person or property. In carrying out its Services, the
Contractor shall at all times be in compliance with all applicable local, state and federal
laws, rules and regulations, and shall exercise all necessary precautions for the safety of
employees appropriate to the nature of the work and the conditions underwhich the work is
to be performed. Safety precautions as applicable shall include, but shall not be limited to:
(A) adequate life protection and life saving equipment and procedures; (B) instructions in
accident prevention for all employees and subcontractors, such as safe walkways,
scaffolds, fall protection ladders, bridges, gang planks, confined space procedures,
trenching and shoring, equipment and other safety devices, equipment and wearing
apparel as are necessary or lawfully required to prevent accidents or injuries; and (C)
adequate facilities for the proper inspection and maintenance of all safety measures.
3.3 Fees and Payments.
3.3.1 Compensation. Consultant shall receive compensation, including
authorized reimbursements, for all Services rendered under this Agreement at the rates set
forth in Exhibit C attached hereto and incorporated herein by reference. The total
compensation shall not exceed Forty -Four Thousand Two Hundred and Sixty ($44,260)
without advance written approval of the City Council. Extra Work may be authorized, as
described below, and if authorized, will be compensated at the rates and manner set forth
in this Agreement.
3.3.2 Payment of Compensation. Consultant shall submit to City a monthly
itemized statement which indicates work completed and hours of Services rendered by
Consultant. The statement shall describe the amount of Services and supplies provided
since the initial commencement date, or since the start of the subsequent billing periods,
as appropriate, through the date of the statement. City shall, within 45 days of receiving
such statement, review the statement and pay all approved charges thereon.
3.3.3 Reimbursement for Expenses. Consultant shall not be reimbursed for
any expenses unless authorized in writing by City.
3.3.4 Extra Work. At any time during the term of this Agreement, City may
request that Consultant perform Extra Work. As used herein, "Extra Work" means any
work which is determined by City to be necessary for the proper completion of the Project,
but which the parties did not reasonably anticipate would be necessary at the execution of
this Agreement. Consultant shall not perform, nor be compensated for, Extra Work without
written authorization from City's Representative.
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3.3.5 Prevailing Wages. Consultant is aware of the requirements of
California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code
of Regulations, Title 8, Section 1600, et seq., ( "Prevailing Wage Laws "), which require the
payment of prevailing wage rates and the performance of other requirements on "public
works" and "maintenance" projects. If the Services are being performed as part of an
applicable "public works' or "maintenance" project, as defined by the Prevailing Wage
Laws, and if the total compensation is $1,000 or more, Consultant agrees to fully comply
with such Prevailing Wage Laws. City shall provide Consultant with a copy of the
prevailing rates of per diem wages in effect at the commencement of this Agreement.
Consultant shall make copies of the prevailing rates of per diem wages for each craft,
classification or type of worker needed to execute the Services available to interested
parties upon request, and shall post copies at the Consultant's principal place of business
and at the project site. Consultant shall defend, indemnify and hold the City, its elected
officials, officers, employees and agents free and harmless from any claim or liability
arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.
3.4 Accounting Records.
3.4.1 Maintenance and Inspection. Consultant shall maintain complete and
accurate records with respect to all costs and expenses incurred under this Agreement. All
such records shall be clearly identifiable. Consultant shall allow a representative of City
during normal business hours to examine, audit, and make transcripts or copies of such
records and any other documents created pursuant to this Agreement. Consultant shall
allow inspection of all work, data, documents, proceedings, and activities related to the
Agreement for a period of three (3) years from the date of final payment under this
Agreement.
3.5 General Provisions.
3.5.1 Termination of Agreement.
3.5.1.1 Grounds for Termination. City may, by written notice to
Consultant, terminate the whole or any part of this Agreement at any time and without
cause by giving written notice to Consultant of such termination, and specifying the
effective date thereof, at least seven (7) days before the effective date of such termination.
Upon termination, Consultant shall be compensated only for those services which have
been adequately rendered to City, and Consultant shall be entitled to no further
compensation. Consultant may not terminate this Agreement except for cause.
3.5.1.2 Effect of Termination. If this Agreement is terminated as
provided herein, City may require Consultant to provide all finished or unfinished
Documents and Data and other information of any kind prepared by Consultant in
connection with the performance of Services under this Agreement. Consultant shall be
required to provide such document and other information within fifteen (15) days of the
request.
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3.5.1.3 Additional Services. In the event this Agreement is
terminated in whole or in part as provided herein, City may procure, upon such terms and
in such manner as it may determine appropriate, services similar to those terminated.
3.5.2 Delivery of Notices. All notices permitted or required under this
Agreement shall be given to the respective parties at the following address, or at such
other address as the respective parties may provide in writing for this purpose:
CONSULTANT:
GRC Associates. Inc.
858 Oak Park Road
Covina, California 91724
Attn: John N. Oshimo, President
CITY:
City of Rosemead
8835 Valley Boulevard
Rosemead, California 91770
Attn: Michelle Ramirez, Community Development Director
Such notice shall be deemed made when personally delivered orwhen mailed, forty-
eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to
the party at its applicable address. Actual notice shall be deemed adequate notice on the
date actual notice occurred, regardless of the method of service.
3.5.3 Ownership of Materials and Confidentiality.
3.5.3.1 Documents & Data; Licensing of Intellectual Property.
This Agreement creates a non - exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or
works of authorship fixed in any tangible medium of expression, including but not limited to,
physical drawings or data magnetically or otherwise recorded on computer diskettes, which
are prepared or caused to be prepared by Consultant under this Agreement ( "Documents &
Data "). Consultant shall require all subcontractors to agree in writing that City is granted a
non - exclusive and perpetual license for any Documents & Data the subcontractor prepares
under this Agreement. Consultant represents and warrants that Consultant has the legal
right to license any and all Documents & Data. Consultant makes no such representation
and warranty in regard to Documents & Data which were prepared by design professionals
other than Consultant or provided to Consultant by the City. City shall not be limited in any
way in its use of the Documents and Data at any time, provided that any such use not
within the purposes intended by this Agreement shall be at City's sole risk.
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3.5.3.2 Confidentiality. All ideas, memoranda, specifications,
plans, procedures, drawings, descriptions, computer program data, input record data,
written information, and other Documents and Data either created by or provided to
Consultant in connection with the performance of this Agreement shall be held confidential
by Consultant. Such materials shall not, without the prior written consent of City, be used
by Consultant for any purposes other than the performance of the Services. Nor shall such
materials be disclosed to any person or entity not connected with the performance of the
Services or the Project. Nothing furnished to Consultant which is otherwise known to
Consultant or is generally known, or has become known, to the related industry shall be
deemed confidential. Consultant shall not use City's name or insignia, photographs of the
Project, or any publicity pertaining to the Services or the Project in any magazine, trade
paper, newspaper, television or radio production or other similar medium without the prior
written consent of City.
3.5.4 Cooperation; Further Acts. The Parties shall fully cooperate with one
another, and shall take any additional acts or sign any additional documents as may be
necessary, appropriate or convenient to attain the purposes of this Agreement.
3.5.5 Attorney's Fees. If either party commences an action against the other
party, either legal, administrative or otherwise, arising out of or in connection with this
Agreement, the prevailing party in such litigation shall be entitled to have and recover from
the losing party reasonable attorney's fees and all other costs of such action.
3.5.6 Indemnification. Consultant shall defend, indemnify and hold the City,
its officials, officers, employees, volunteers and agents free and harmless from any and all
claims, demands, causes of action, costs, expenses, liability, loss, damage or injury, in law
or equity, to property or persons, including wrongful death, in any manner arising out of or
incident to any negligent acts, errors or omissions or willful misconduct of Consultant, its
officials, officers, employees, agents, consultants and contractors arising out of or in
connection with the performance of the Services, the Project or this Agreement, including
without limitation the payment of all consequential damages and attorneys fees and other
related costs and expenses. Consultant shall defend, at Consultant's own cost, expense
and risk, any and all such aforesaid suits, actions or other legal proceedings of every kind
that may be brought or instituted against City, its directors, officials, officers, employees,
agents or volunteers. Consultant shall pay and satisfy any judgment, award or decree that
may be rendered against City or its directors, officials, officers, employees, agents or
volunteers, in any such suit, action or other legal proceeding. Consultant shall reimburse
City and its directors, officials, officers, employees, agents and /or volunteers, for any and
all legal expenses and costs incurred by each of them in connection therewith or in
enforcing the indemnity herein provided. Consultant's obligation to indemnify shall not be
restricted to insurance proceeds, if any, received by the City, its directors, official officers,
employees, agents or volunteers.
3.5.7 Entire Agreement. This Agreement contains the entire Agreement of
the parties with respect to the subject matter hereof, and supersedes all prior negotiations,
understandings or agreements. This Agreement may only be modified by a writing signed
by both parties.
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3.5.8 Governing Law. This Agreement shall be governed by the laws of the
State of California. Venue shall be in Los Angeles County.
3.5.9 Time of Essence. Time is of the essence for each and every provision
of this Agreement.
3.5. 10 City's Right to Employ Other Consultants. City reserves right to
employ other consultants in connection with this Project.
3.5.11 Successors and Assigns. This Agreement shall be binding on the
successors and assigns of the parties.
3.5.12 Assignment or Transfer. Consultant shall not assign, hypothecate, or
transfer, either directly or by operation of law, this Agreement or any interest herein without
the prior written consent of the City. Any attempt to do so shall be null and void, and any
assignees, hypothecates or transferees shall acquire no right or interest by reason of such
attempted assignment, hypothecation or transfer.
3.5.13 Construction; References; Captions. Since the Parties or their agents
have participated fully in the preparation of this Agreement, the language of this Agreement
shall be construed simply, according to its fair meaning, and not strictly for or against any
Party. Any term referencing time, days or period for performance shall be deemed
calendar days and not work days. All references to Consultant include all personnel,
employees, agents, and subcontractors of Consultant, except as otherwise specified in this
Agreement. All references to City include its elected officials, officers, employees, agents,
and volunteers except as otherwise specified in this Agreement. The captions of the
various articles and paragraphs are for convenience and ease of reference only, and do
not define, limit, augment, or describe the scope, content, or intent of this Agreement.
3.5.14 Amendment; Modification. No supplement, modification, or
amendment of this Agreement shall be binding unless executed in writing and signed by
both Parties.
3.5.15 Waiver. No waiver of any default shall constitute a waiver of any other
default or breach, whether of the same or other covenant or condition. No waiver, benefit,
privilege, or service voluntarily given or performed by a Party shall give the other Party any
contractual rights by custom, estoppel, or otherwise.
3.5.16 No Third Party Beneficiaries. There are no intended third party
beneficiaries of any right or obligation assumed by the Parties.
3.5.17 Invalidity; Severability. If any portion of this Agreement is declared
invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the
remaining provisions shall continue in full force and effect.
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3.5.18 Prohibited Interests. Consultant maintains and warrants that it has not
employed nor retained any company or person, other than a bona fide employee working
solely for Consultant, to solicitor secure this Agreement. Further, Consultant warrants that
it has not paid nor has it agreed to pay any company or person, other than a bona fide
employee working solelyfor Consultant, any fee, commission, percentage, brokerage fee,
gift or other consideration contingent upon or resulting from the award or making of this
Agreement. Consultant further agrees to file, or shall cause its employees or sub -
consultants to file, a Statement of Economic Interest with the City's Filing Officer as
required under state law in the performance of the Services. For breach or violation of this
warranty, City shall have the right to rescind this Agreement without liability. For the term
of this Agreement, no member, officer or employee of City, during the term of his or her
service with City, shall have any direct interest in this Agreement, or obtain any present or
anticipated material benefit arising there from.
3.5.19 Equal Opportunity Employment. Consultant represents that it is an
equal opportunity employer and it shall not discriminate against any subcontractor,
employee or applicant for employment because of race, religion, color, national origin,
handicap, ancestry, sex or age. Such non - discrimination shall include, but not be limited
to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or
recruitment advertising, layoff or termination. Consultant shall also comply with all relevant
provisions of City's Minority Business Enterprise program, Affirmative Action Plan or other
related programs or guidelines currently in effect or hereinafter enacted.
3.5.20 Labor Certification. By its signature hereunder, Consultant certifies
that it is aware of the provisions of Section 3700 of the California Labor Code which require
every employer to be insured against liability for Worker's Compensation or to undertake
self- insurance in accordance with the provisions of that Code, and agrees to comply with
such provisions before commencing the performance of the Services.
3.5.21 Authority to Enter Agreement. Consultant has all requisite power and
authority to conduct its business and to execute, deliver, and perform the Agreement.
Each Party warrants that the individuals who have signed this Agreement have the legal
power, right, and authority to make this Agreement and bind each respective Party.
3.5.22 Counterparts. This Agreement may be signed in counterparts, each of
which shall constitute an original.
3.6 Subcontracting.
3.6.1 Prior Approval Required. Consultant shall not subcontract any portion
of the work required by this Agreement, except as expressly stated herein, without prior
written approval of City. Subcontracts, if any, shall contain a provision making them
subject to all provisions stipulated in this Agreement.
0
GRC Associates, Inc.
Page 10 of 32
CITY OF ROSEMEAD
0
Sandra Armenta, Mayor
Attest:
Gloria Molleda
City Clerk
Approved as to Form:
0
Rachel Richman
Burke, Williams & Sorensen, LLP
City Attorney
GRC ASSOICATES, INC.
la
John N. Oshimo, President
10
EXHIBIT A
WORK PLAN
/_Qil
II. Work Plan
Approach
The objective of the Rosemead Housing Element update is to develop a
comprehensive housing program that addresses the housing needs of the City's
present and future residents by providing adequate and affordable housing for
households of all income levels and for residents with and without special housing
needs. Criteria to be used by GRC in developing this Housing Element shall
include: (1) satisfying State Housing Element law; (2) meeting the City's fair -share
allocation of the regional housing need; (3) consistency with other General Plan
Elements and applicable plans and policies; and (4) reflecting the needs and
preferences of the local community and decision - making bodies.
The success in certifying the Housing Element depends on a number of key
factors:
• Project Management — Coordinating and communicating with the City
staff and HCD staff.
• Consistent Policies — Ensuring consistency with the City's General Plan,
SCAG's RHNA allocation and RTP /SCS.
• Inventory of Suitable Housing Sites — Conducting a survey of vacant land,
underutilized land and areas of potential infill and mixed —use as required
by AB 2348.
• Coordination with the City Departments — Incorporating recent and future
housing, economic development, public works activities.
• Environmental Review — Preparing all required environment documents
and notices within the timeframe required under CEOA.
• Public Outreach Process — Developing a community outreach program that
provides easy -to- understand information on the Housing Element and
update process, and soliciting input from the Rosemead community.
The Department of Housing and Community Development, in its draft guidance
document for the 2014 -2021 Housing Element cycle, has proposed a streamlined
review process for jurisdictions, like Rosemead, that obtained certification for
their elements in the previous cycle. Under this process, HCD may be able to
certify selected sections of the Housing Element with minor edits and revisions
from the City's certified 2008 -2014 element —for example, to reflect more recent
demographic and housing data — without needlessly requiring extensive new
analysis or discussion. Certain sections —most notably the review of
accomplishments since the previous element —are not eligible to be updated in
this manner, and the City must still demonstrate compliance with any new
City of Rosemead I Housing Element Update Page 2
statutory requirements imposed since the last update. GRC will monitor the
development of this streamlining process and discuss with City staff how it can be
used to ensure that the project can be completed in the most timely and cost -
efficient manner possible.
Preparation of the Housing Element
TASK 1— Project Management
A. Scheduling: At the start of the project, GRC will prepare a detailed schedule
that highlights all the milestones through the Housing Element adoption and
HCD certification process. This schedule will identify the submittal dates of
all draft and final products, workshops, study sessions and public hearings.
B. Staff Meetings: To ensure coordination with City staff and a continuous flow
of information, GRC will meet with City staff at least six times during the
update process or as frequently as needed to ensure a successful project.
GRC will immediately notify the City of any unanticipated changes to the
scope of work resulting from new housing legislation or significant. public
comments. Only with written City approval will GRC change the scope. In
addition, GRC will attend all Planning Commission and City Council meetings,
study sessions and public hearings required by City staff and prepare all
required staff reports and resolutions.
C. HCD Communication: GRC will coordinate with HCD staff throughout the
process to avoid surprises and lengthy comments prior to certification of the
Housing Element. In addition, GRC will meet, if necessary, with the HCD staff
person responsible for reviewing the City's Housing Element. GRC will also
invite HCD on a tour of the City to illustrate the unique opportunities and
constraints that exist. Direct contact with HCD and informal responses prior
to the submittal of formal written responses will shorten the approval
period.
Project John Oshimo Week of
Management Nov. 19,
2012
Duration of
project
Kickoff meeting, 10 copies of the
detailed project schedule and list of
required materials
Staff reports, resolutions, CEQA
notices, at least six (6) staff
meetings
Monthly progress reports
City of Rosemead I Housing Element Update Page 3
TASK 2 — Update Socioeconomic, Demographic, Housing and
Employment Information
GRC will update the Housing Element with information from the 2010 Census,
Census American Community Survey, Department of Finance (DOF), Employment
Development Department (EDD), and from private data sources such as
Nielsen /Claritas and Dataquick. GRC will discuss the best means of remedying any
data deficiencies with City staff. Housing data will be summarized in tables, and
where appropriate, graphically depicted on GIS maps to simplify the information
being conveyed. The Housing Element will present the following information:
A. Current information on the City's population, households, housing and
employment.
1. Population, housing and employment growth trends;
2. Demographic characteristics including age distribution, race and
ethnicity, and gender;
3. Housing and household characteristics including household size,
incidence of overcrowding, housing tenure, vacancy rate, and level of
payment compared to ability to pay;
4. Comparison of median household and per capita income of Rosemead's
residents to the region, persons living in poverty by subgroup i.e. female -
headed households, elderly, children; and
5. Employment characteristics including labor force population and types of
jobs and industries that currently employ Rosemead residents.
B. Current for -sale housing prices for the City. Housing costs will be compared
with adjacent jurisdictions to assess affordability. Comparable housing cost
information will be obtained from private data collection firms and from calls
to local real estate companies.
C. Current rents by unit size for the City. Rental information will be obtained
from apartment owners associations, local real estate agents specializing in
rentals, apartment management firms, and from printed and online rental
listings.
D. Current and projected number of households (where possible) with special
housing needs. This analysis will include the following special needs groups:
elderly individuals; female heads -of- household; large family households;
ethnic and racial minorities; persons with disabilities; and persons and
families in need of emergency, transitional and supportive housing.
E. Relationship of Rosemead's housing costs to household income. The most
recent available data will be analyzed to compare existing household
City of Rosemead I Housing Element Update Page 4
incomes in Rosemead with the availability of affordable rental and for -sale
housing to residents.
F. Update the 2008 housing conditions inventory based on a visual survey of
the residential areas of the City.
G. Projections of Rosemead's population, household, and employment growth.
Based on the existing and designated land use, current housing growth
trends and household formation trends, GRC will develop City forecasts
targeted to the final RHNA figures. GRC will evaluate whether or not the City
will be able to meet its future housing need, by income group, for the 2014 -
2021 planning period.
Update
Socioeconomic
Information
John Oshimo
Robert Vasquez
Peter Chou
Niall Huffman
Nov. -Dec. Profile of the city with text, tables
and charts
TASK 3 — Housing Resources and Opportunities
State law requires an inventory of land suitable for residential development and
analysis of sites' potential for redevelopment or recycling. GRC will examine the
current General Plan Land Use Element and Housing Element and work with City
staff to identify adequate sites to accommodate the City's share of the regional
housing need, including vacant land, underutilized parcels, surplus City sites, and
areas of potential infill development. GRC will survey all land in the current
Housing Element's vacant developable land inventory and determine if recent
development has occurred.
GRC will examine the various federal, state and local funding sources that are
available for the maintenance, preservation, improvement and development of
affordable housing in Rosemead. This list will include such funding programs as
the HOME, CDBG, tax credits, and other potential funding programs. The recent
dissolution of redevelopment agencies in California has created uncertainty about
the disposition of low /moderate- income housing set -aside monies that typically
underwrite affordable housing development. GRC will work with staff to develop
alternative funding solutions for meeting the City's lower- income RHNA allocation.
These solutions could include cooperation between the City and county and state
City of Rosemead I Housing Element Update Page 5
agencies, as well as nonprofit organizations, to ensure adequate resources are
available to facilitate development.
Housing Resources John Oshimo
and Opportunities peter Chou
Niall Huffman
Dec. -Jan. List and map of available sites
including parcel number,
property and housing condition
and size
• Discussion of existing and
potential funding sources
• GIS analysis and maps identifying
parcels available for housing
TASK 4 — Constraints on Housing Production
GRC will examine both governmental and non - governmental constraints that act
as barriers to the maintenance, improvement and /or development of housing for
all income levels. GRC's analysis will include, but not be limited to, the following
key topics:
A. Review inclusionary housing policies, density bonus ordinance, land use
controls, development standards, permitting and approval process, fees and
other governmental constraints.
B. Identify the location and extent of environmental and infrastructure
constraints on future residential development. This will involve interviews
with key City department staff to identify potential service and infrastructure
deficiencies and environmental issues.
C. Identify non - governmental constraints such as the existing construction
market and the availability of financial resources.
D. Identify opportunities for energy conserving design in residential
construction, and analyze the potential reduction in long -term housing costs.
E. Assess the impact of redevelopment dissolution, if any, on the production of
affordable housing.
City of Rosemead I Housing Element Update Page 6
Constraints on John Oshimo Dec. -Jan. 2013 • Analysis of the General Plan,
Housing Robert Vasquez zoning ordinance, building code
Production enforcement, development fees,
Peter Chou development requirements and
Niall Huffman permit procedures.
• Analysis of infrastructure,
environmental and market
constraints.
TASK 5 — Review and Evaluation of the Current Housing Element
GRC will review and evaluate the current Rosemead 2008 -2014 Housing Element
to determine the effectiveness and appropriateness of the current goals and
programs. This task will determine: 1) the appropriateness of the goals, objectives
and policies in meeting the State's housing goals; 2) the effectiveness of the
previous element's goals, objectives, policies and programs with respect to
meeting regional housing needs; 3) the progress in implementation — what was
expected of the identified housing program and what actually was accomplished
during the planning period; and 4) compliance with current State housing law.
This task will include a review of: resolutions and ordinances related to the
housing programs (i.e., density bonus ordinance, facilitating transitional and
supportive housing, emergency shelters, SROs, etc.); building permit data on the
number of new units produced; annual reports on homes rehabilitated through
the HOME and CDBG program; funds and tools available to implement programs,
especially considering the elimination of redevelopment; and, all other housing
programs identified in the 2008 -2014 Housing Element.
Review John Oshimo Feb. 2013
Current Peter Chou
Housing Niall Huffman
Element
Evaluation of the current Housing
Element — progress and
effectiveness of programs
City of Rosemead I Housing Element Update Page 7
TASK 6 — Preparation of the Housing Plan and Implementation
Program
GRC will work with the various departments of the City and incorporate planning,
housing and economic development activities to develop a housing plan. GRC will
meet with City staff to explore potential policies and programs that will develop
various housing types for all income levels, including rental housing, factory -built
housing, mobile homes, emergency shelters and transitional housing to meet the
City's identified housing needs.
In addition, GRC will explore possible measures and programs to respond to the
current downtown in the housing market. These include:
A. Foreclosures — Identify local, state and federal programs initiated to respond
to the foreclosure crisis, such as the federal American Recovery and
Reinvestment Act, HUD Neighborhood Stabilization Program, and any other
mechanisms that may be provided in the near future. GRC will survey other
communities that have programs to assist residents facing foreclosure and
seek to incorporate the most effective practices into the Housing Element.
B. Zoning Ordinance Revisions — Based on the Housing Element's
Governmental Constraints analysis, recommend revisions to the zoning
ordinance to better facilitate the development of various of housing type.
C. Public /Private Partnership — Identify partnership programs to promote
higher density /mixed -use development and affordable housing development
within the City.
D. Sustainability — Examine opportunities to enhance resource efficiency and
long -term housing affordability through the design, renovation, reuse, and
operation of residential buildings within the City. This could include
establishing development and design standards to reduce water
consumption, improve energy efficiency and reduce overall environmental
impacts. GRC will examine practices in other jurisdictions to determine how
sustainable practices can be integrated with existing housing programs, with
particular emphasis on reducing overall housing costs (rent plus utilities) for
residents overtime.
In developing any General Plan element, it is necessary to ensure internal
consistency of the General Plan as a whole in community goals, policies and
programs, and therefore, one recommendation may be to update /amend the
General Plan and /or Zoning Ordinance.
GRC will revisit and revise the housing plan and implementation program in the
latter stages of the project, as necessary and appropriate to address comments
from HCD.
City of Rosemead I Housing Element Update Page 8
Preparation of
Housing Plan and
Implementation
Program
John Oshimo Feb. -Mar. • List of goals, policies and a five -
Peter Chou year action program.
Niall Huffman • Implementation table
summarizing the policies, housing
program, plan objective, funding
sources, responsible agency and
time frame.
TASK 7 — Draft Housing Element
Draft Housing Element. Based on the analysis and evaluation conducted in Tasks
2 through 6, the administrative and draft Housing Element, along with the
Executive Summary will be prepared and submitted to City staff for review and
comment. GRC will be responsible for processing the draft Housing Element for
HCD review.
The draft Housing Element will be made available for public review at City Hall and
at the City's public library. Information on the Housing Element will also be made
available on the City's website or other forms of public information to be agreed
upon by the City.
Draft Housing John Oshimo Mar. -Apr. ' Admin. draft - 3 hard copies and 1
Element Niall Huffman digital file
• Draft Housing Element —12 hard
copies, 1 reproducible original, and 1
digital file
City of Rosemead I Housing Element Update Page 9
TASK 8 — Final Housing Element
HCD Liaison. Upon receipt of comments from HCD on the draft Housing Element,
GRC will compile a memo responding to all HCD comments. As an extension of
City staff, John Oshimo, GRC's Project Manager, will be the contact person with
HCD. GRC will meet with and /or conduct phone conferencing with HCD staff to
adequately respond to their comments, beginning with a pre - submittal
consultation. GRC will consult with HCD staff on streamlined review; GRC
considers it likely that the City will be eligible for this process. GRC will prepare
any and all paperwork associated with the streamlined review process, including
the Implementation Review worksheet and Completeness Checklist. Additionally,
GRC will invite HCD to a tour of the City if they have any questions regarding the
adequate sites inventory. GRC will organize and conduct the tour. If any changes
are made to the Housing Element during the public hearing and adoption phase,
GRC will communicate with HCD staff to ascertain how the review status of the
Housing Element may be affected.
Final Housing Element. Once HCD has provided the City with a conditional
certification letter, GRC will assist City staff in conducting one (1) Planning
Commission public hearings and one (1) City Council public hearing on the Final
Housing Element. GRC will prepare staff reports and other supporting materials.
GRC recommends that copies of the Draft and Final Housing Element be made
available for public review at City Hall and at the City's public library. Information
on the Housing Element should also be made available on the City's website and
through other media to be agreed upon between GRC and City staff.
State Certification. After the City adopts the Final Housing Element, GRC will
submit a copy with a transmittal letter to HCD for certification.
Final Housing John Oshimo May -Sept. • Response to HCD comments on Draft
Element Niall Huffman 2013 Housing Element
• Final Housing Element in color -12
hard copies, 1 reproducible original,
and 1 digital file
• Staff reports, resolutions, notices
City of Rosemead I Housing Element Update Page 10
TASK 9 — Public Outreach Program
As required by State law, all social and economic segments of the community will
be provided an opportunity to review and comment on the Housing Element. In
compliance with this requirement, GRC and the City will conduct at least two (2)
community meetings.
At the first community meeting, GRC will give a presentation discussing the
Housing Element update process and informing participants of the role they can
play in making sure the Housing Element addresses the needs of the community.
In addition, GRC and staff will ask participants to discuss their key concerns
regarding housing needs and additional residential development. The first
community meeting will also invite the participation of local and regional public
agencies and special districts and serve as the environmental scoping meeting for
the CEQA document.
The second community meeting will be held once the draft Housing Element has
been prepared. At this meeting, GRC will review the input received at the first
meeting, present the key findings of the housing needs assessment, and
summarize the adequate sites inventory and housing programs contained in the
draft Housing Element. GRC and City staff will then solicit participants' comments
on the draft and identify any remaining concerns to be addressed in the final
Housing Element.
All community meeting notices and handout materials will be translated by GRC
staff into Spanish and Chinese. Robert Vasquez of GRC staff is fluent in Spanish
and will translate material and participate in the community meetings as Spanish
interpreter and Peter Chou, also of GRC staff, will assist in the translation of
materials into Chinese.
In addition, GRC will conduct a study session for the Planning Commissioners and
a study session for the City Council members during the preparation of the Draft
Housing Element.
Public John Oshimo
Outreach Robert Vasquez
Program peter Chou
Jan., Mar. - Community meeting notices, mailing
and Apr. list, handout material (English, Spanish
and Chinese)
City of Rosemead I Housing Element Update Page 11
TASK 10 - Environmental Review
The adoption of the Housing Element is subject to the requirements of the
California Environmental Quality Act (CEQA). GRC will prepare the Initial Study
which will determine the need for a Negative Declaration, Mitigated Negative
Declaration or Environmental Impact Report. Based on GRC's prior experience
with Housing Elements and CECIA documents, we anticipate that a Negative
Declaration will be required. This assumes that the updated Housing Element will
not require changes to the designated land uses in the General Plan. If a
Mitigated Negative Declaration is prepared, GRC will prepare a mitigation
monitoring and reporting program. GRC will conduct a scoping meeting prior to
the Initial Study and prepare all required notices (Notice of Intent, Notice of
Completion and Notice of Determination). In addition, GRC anticipates that the
project will be able to obtain a determination from the Department of Fish and
Game that the project will have "no effect" on fish and wildlife. Both the NOD and
No Effect Form will be submitted to the Los Angeles County Clerk and to the State
CEQA Clearinghouse within five days after the adoption of the Housing Element.
Environmental John Oshimo June -Aug. • Draft Initial Study - 3 hard copies
Review Peter Chou and 1 digital file
• Preparing, mailing and filing hard
copies of Initial Study, NOI, NOC
and NOD, Fish and Game "No
Effect" to responsible agencies and
state
City of Rosemead I Housing Element Update Page 12
EXHIBIT B
PROJECT SCHEDULE
m
M. Scheduling
GRC proposes to complete the project by September 30, 2013 (within 11
months). It could be shorter if HCD adopts the proposed streamlining process for
cities that have implemented programs adopted in the current Housing Elements.
The 11 -month process includes all community meetings, study sessions, public
hearings, preparation of the Draft and Final Housing Element, at least one HCD
comments and response letter, completion of the CEQA document and receipt of
the HCD certification letter.
The 11 -month project schedule is illustrated on the following page.
City of Rosemead I Housing Element Update Page 13
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EXHIBIT C
COMPENSATION
C -1
VII. Cost and Fee Schedule
GRC proposes to complete the project at a total not -to- exceed cost of $44,260.
The line item project costs and fee schedule tables are presented below and on
the following page.
PROJECT COSTS
Task 1: Project Management
$4,680
Task 2: Update of Pop. /Hsg. Information
$4,940
Task 3: Housing Resources
$8,840
Task 4: Constraints on Housing
$2,960
Task 5: Review and Evaluation
$2,180
Task 6: Preparation of Plan and Program
$2,620
Task 7: Draft Housing Element
$2,160
Task 8: Final Housing Element
$4,920
Task 9: Public Participation Program
$3,680
Task 10: Environmental Review*
$5,280
Indirect Costs
$2,000
TOTAL BUDGET
$44,260
* Negative Declaration is anticipated; however, other CEQA documents would require a cost
revision to Task 10 Environmental Review:
Mitigated Negative Declaration with Mitigation Monitoring Program: $7,000
• Environmental Impact Report: Costs cannot be determined at this time. Scope of EIR
will depend on the Initial Study and comments from responsible agencies.
City of Rosemead I Housing Element Update Page 20
I
GRC FEE SCHEDULE
Senior Principal $160
Principal $140
Planning Analyst $70
Administrative Assistant $55
Any additional services outside the scope of work will be first approved by
the City and will be billed on a time and material basis. Direct costs for
additional services outside the not -to- exceed amount will be billed at our
cost plus 20%. Direct costs include printing of documents, purchase of
project- related materials, postage and related costs.
City of Rosemead I Housing Element Update Page 21
EXHIBIT D
INSURANCE REQUIREMENTS
Prior to the beginning of and throughout the duration of the Work, Consultant will maintain
insurance in conformance with the requirements set forth below. Consultant will use
existing coverage to comply with these requirements. If that existing coverage does not
meet the requirements set forth here, Consultant agrees to amend, supplement or endorse
the existing coverage to do so. Consultant acknowledges that the insurance coverage and
policy limits set forth in this section constitute the minimum amount of coverage required.
Any insurance proceeds available to City in excess of the limits and coverage required in
this agreement and which is applicable to a given loss, will be available to City.
Consultant shall provide the following types and amounts of insurance
Commercial General Liability Insurance using Insurance Services Office "Commercial
General Liability" policy form CG 00 01 or the exact equivalent. Defense costs must be
paid in addition to limits. There shall be no cross liability exclusion for claims or suits by
one insured against another. Limits are subject to review but in no event less than
$1,000,000 per occurrence and $2,000,000 general aggregate.
Business Auto Coverage on ISO Business Auto Coverage form CA 00 01 including symbol
1 (Any Auto) or the exact equivalent. Limits are subject to review, but in no event to be less
that $1,000,000 per accident. If Consultant owns no vehicles, this requirement may be
satisfied by a non -owned auto endorsement to the general liability policy described above.
If Consultant or Consultant's employees will use personal autos in any way on this project,
Consultant shall provide evidence of personal auto liability coverage for each such person.
Workers Compensation on a state - approved policy form providing statutory benefits as
required by law with employer's liability limits no less than $1,000,000 per accident or
disease.
Professional Liability or Errors and Omissions Insurance as appropriate shall be written on
a policy form coverage specifically designed to protect against acts, errors or omissions of
the consultant and "Covered Professional Services" as designated in the policy must
specifically include work performed under this agreement. The policy limit shall be no less
than $1,000,000 per claim and in the aggregate. The policy must "pay on behalf of the
insured and must include a provision establishing the insurer's duty to defend. The policy
retroactive date shall be on or before the effective date of this agreement.
Insurance procured pursuant to these requirements shall be written by insurers that are
admitted carriers in the state of California and with an A.M. Bests rating of A- orbetterand
a minimum financial size VII.
General conditions pertaining to provision of insurance coverage by Consultant. Consultant
and City agree to the following with respect to insurance provided by Consultant:
D -1
Consultant agrees to have its insurer endorse the third party general liability
coverage required herein to include as additional insured's City, its officials,
employees and agents, using standard ISO endorsement No. CG 2010 with an
edition prior to 1992. Consultant also agrees to require all contractors, and
subcontractors to do likewise.
2. No liability insurance coverage provided to comply with this Agreement shall prohibit
Consultant, or Consultant's employees, or agents, from waiving the right of
subrogation prior to a loss. Consultant agrees to waive subrogation rights against
City regardless of the applicability of any insurance proceeds, and to require all
contractors and subcontractors to do likewise.
3. All insurance coverage and limits provided by Contractor and available or applicable
to this agreement are intended to apply to the full extent of the policies. Nothing
contained in this Agreement or any other agreement relating to the City or its
operations limits the application of such insurance coverage.
4. None of the coverages required herein will be in compliance with these
requirements if they include any limiting endorsement of any kind that has not been
first submitted to City and approved of in writing.
5. No liability policy shall contain any provision or definition that would serve to
eliminate so- called "third party action over" claims, including any exclusion for bodily
injury to an employee of the insured or of any contractor or subcontractor.
6. All coverage types and limits required are subject to approval, modification and
additional requirements by the City, as the need arises. Consultant shall not make
any reductions in scope of coverage (e.g. elimination of contractual liability or
reduction of discovery period) that may affect City's protection without City's prior
written consent.
Proof of compliance with these insurance requirements, consisting of certificates of
insurance evidencing all of the coverages required and an additional insured
endorsement to Consultant's general liability policy, shall be delivered to City at or
prior to the execution of this Agreement. In the event such proof of any insurance is
not delivered as required, or in the event such insurance is canceled at any time
and no replacement coverage is provided, City has the right, but not the duty, to
obtain any insurance it deems necessary to protect its interests under this or any
other agreement and to pay the premium. Any premium so paid by City shall be
charged to and promptly paid by Consultant or deducted from sums due Consultant,
at City option.
8. Certificate(s) are to reflect that the insurer will provide 30 days notice to City of any
cancellation of coverage, ten (10) days notice if cancellation is due to nonpayment
of premium. Consultant agrees to require its insurer to modify such certificates to
delete any exculpatory wording stating that failure of the insurer to mail written
notice of cancellation imposes no obligation, or that any party will "endeavor" (as
opposed to being required) to comply with the requirements of the certificate.
D -2
9. It is acknowledged by the parties of this agreement that all insurance coverage
required to be provided by Consultant or any subcontractor, is intended to apply first
and on a primary, noncontributing basis in relation to any other insurance or self
insurance available to City.
10. Consultant agrees to ensure that subcontractors, and any other party involved with
the project who is brought onto or involved in the project by Consultant, provide the
same minimum insurance coverage required of Consultant. Consultant agrees to
monitor and review all such coverage and assumes all responsibility for ensuring
that such coverage is provided in conformity with the requirements of this section.
Consultant agrees that upon request, all agreements with subcontractors and others
engaged in the project will be submitted to City for review.
11. Consultant agrees not to self- insure or to use any self- insured retentions or
deductibles on any portion of the insurance required herein and further agrees that
it will not allow any contractor, subcontractor, Architect, Engineer or other entity or
person in any way involved in the performance of work on the project contemplated
by this agreement to self- insure its obligations to City. If Consultant's existing
coverage includes a deductible or self- insured retention, the deductible or self -
insured retention must be declared to the City. At that time the City shall review
options with the Consultant, which may include reduction or elimination of the
deductible or self- insured retention, substitution of other coverage, or other
solutions.
12. The City reserves the right at any time during the term of the contract to change the
amounts and types of insurance required by giving the Consultant ninety (90) days
advance written notice of such change. If such change results in substantial
additional cost to the Consultant, the City will negotiate additional compensation
proportional to the increased benefit to City.
13. For purposes of applying insurance coverage only, this Agreement will be deemed
to have been executed immediately upon any party hereto taking any steps that can
be deemed to be in furtherance of or towards performance of this Agreement.
14. Consultant acknowledges and agrees that any actual or alleged failure on the part
of City to inform Consultant of non - compliance with any insurance requirement in no
way imposes any additional obligations on City nor does it waive any rights
hereunder in this or any other regard.
15. Consultant will renew the required coverage annually as long as City, or its
employees or agents face an exposure from operations of any type pursuant to this
agreement. This obligation applies whether or not the agreement is canceled or
terminated for any reason. Termination of this obligation is not effective until City
executes a written statement to that effect.
D -3
16. Consultant shall provide proof that policies of insurance required herein expiring
during the term of this Agreement have been renewed or replaced with other
policies providing at least the same coverage. Proof that such coverage has been
ordered shall be submitted prior to expiration. A coverage binder or letter from
Consultant's insurance agent to this effect is acceptable. A certificate of insurance
and /or additional insured endorsement as required in these specifications applicable
to the renewing or new coverage must be provided to City within five days of the
expiration of the coverages.
17.The provisions of any workers' compensation or similar act will not limit the
obligations of Consultant underthis agreement. Consultant expressly agrees notto
use any statutory immunity defenses under such laws with respect to City, its
employees, officials and agents.
18. Requirements of specific coverage features or limits contained in this section are
not intended as limitations on coverage, limits or other requirements nor as a waiver
of any coverage normally provided by any given policy. Specific reference to a given
coverage feature is for purposes of clarification only as it pertains to a given issue,
and is not intended by any party or insured to be limiting or all- inclusive.
19.These insurance requirements are intended to be separate and distinct from any
other provision in this agreement and are intended by the parties here to be
interpreted as such.
20. The requirements in this Section supersede all other sections and provisions of this
Agreement to the extent that any other section or provision conflicts with or impairs
the provisions of this Section.
21. Consultant agrees to be responsible for ensuring that no contract used by any party
involved in any way with the project reserves the right to charge City or Consultant
for the cost of additional insurance coverage required by this agreement. Any such
provisions are to be deleted with reference to City. It is not the intent of City to
reimburse any third party for the cost of complying with these requirements. There
shall be no recourse against City for payment of premiums or other amounts with
respect thereto.
Consultant agrees to provide immediate notice to City of any claim or loss against
Consultant arising out of the work performed under this agreement. City assumes no
obligation or liability by such notice, but has the right (but not the duty) to monitor the
handling of any such claim or claims if they are likely to involve City.
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