RRA – Item 2 – Consideration of Proposal from GRC Associates, Inc. for Valley Blvd. Economic Development Strategy R R A , ROSEMEAD REDEVELOPMENT AGENCY
8838 VALLEY BLVD. ROSEMEAD.CA 911770•(818)288-667 •Telecopier 81 83079218
TO: HONORABLE CHAIRMAN
AND MEMBERS
ROSEMEAD REDEVELOPMENT AGENCY
FROM: FRANK G. TRIPEPI,EXECUTIVE DIRECTOR
DATE: AUGUST 20, 1997
RE: CONSIDERATION OF PROPOSAL FROM GRC ASSOCIATES, INC. FOR
VALLEY BOULEVARD ECONOMIC DEVELOPMENT STRATEGY
During the past year, the Rosemead Redevelopment Agency has begun to focus its attention, in
conjunction with the Rosemead Chamber of Commerce, on the current business conditions along
Valley Boulevard and discussing methods of addressing issues identified in that area. Additionally,
the City has taken some steps to improve conditions by acting to begin reconstruction of the
Boulevard and opening negotiations with Howard's Appliances to relocate that business to
Rosemead. However, during that time, it has become apparent that these efforts would be more
effective if they were part of a coordinated strategy for economic development on Valley Boulevard.
Toward that end, staff has attached a proposal from GRC Associates, Inc. for consulting services
related to formulating that type of strategy.
The proposal outlines the work to be performed by GRC and the associated costs. The principal
consultant would be Steve Copenhaver, whom the Council has worked with successfully in
developing the Angelus Senior Housing project and the current senior housing project now in the
planning stages on Garvey Boulevard. Mr. Copenhaver has an extensive economic development
background and has worked successfully in many cities, including Lakewood,La Mirada, Azusa and
La Verne. It is anticipated that the cost of completing the strategic plan would not exceed $30,000.
A copy of the proposal from GRC Associates has been attached for the Agency's review.
RECOMMENDATION:
It is recommended that the Rosemead Redevelopment Agency retain GRC Associates to prepare an
Economic Development Strategy for Valley Boulevard.
AGENCY AGENDA
AUG 261997
ITEM No. 22
Proposal for the Valley Boulevard
Economic Development Strategy
City of Rosemead
August 1997
GK
Table of Contents
UNDERSTANDING OF THE ASSIGNMENT 1
SCOPE OF WORK 1
Phase 1 Property Owner and Tenant Survey and Data Collection 1
Phase 2 Protect Analysis 1
Phase 3 Final Report 2
Phase 4 Public Meetings 2
QUALIFICATIONS 3
EXPERIENCE 5
BUDGET BY TASK 10
CRC
Approach and Scope of
the Project
CQc
Proposal - Valley Boulevard Economic Development Strategy
UNDERSTANDING OF THE ASSIGNMENT
The purpose of the Valley Boulevard Economic Development Strategy is to
develop an economic development strategy designed to define: a) the economic
goals of the Valley Boulevard owners and tenants; b) the financial, market and
program feasibility of implementing the property owner and tenant economic goals;
c) the fiscal impacts of the programs on the City of Rosemead; c) the potential for
recycling underutilized portions of Valley Boulevard; and d) to review the
techniques available to the City to encourage the commercial and employment
growth.
SCOPE OF WORK
PHASE 1 PROPERTY OWNER AND TENANT SURVEY AND DATA
COL LFCTION
A. Development survey topics and questions.
B Survey each available property owner and tenant by visiting each
Valley Boulevard site and tabulating all results for City review.
B. Collect data and conduct on-site review of the existing land use
pattern, ownership, lease rates, tax generation, land re-sale rates,
access, parking and traffic patterns and surrounding land uses.
C. Assess the locational advantages and disadvantages of the Valley
Boulevard Corridor from a broad market perspective and generally
compare it with portions of the corridor in adjacent cities.
D. Interview Sheriff's Department, the Fire Projection District and the
building and planning divisions for code infractions, crime
problems, safety difficulties- perceived problems and opportunities.
PHASE 2 PROJECT ANALYSIS
A. Analyze the propensity of the parcels to recycle in the near, mid
and long terms based on the quality of the existing development,
vacancy rates in selected areas, sales per square foot, historic
recycling patterns and the competitiveness of the existing design.
B. Identify physical (such as parking) and economic obstacles to
further development in the Valley Boulevard Corridor.
C. Develop a financial model of alternate land use scenarios designed
to identify the residual land value which can be supported by uses
CPC
Proposal - Valley Boulevard Economic Development Strategy
of interest to the community such as a supermarket shopping
center.
D. Review comparable sales and lease rates in the greater Valley
Boulevard Corridor.
E. Review the market feasibility of desirable land use alternatives based
on market, location, and site characteristics.
F. Prepare alternate economic development strategies and approaches
for incentives, eliminating obstacles and generating conditions
required to help market and attract users to the area.
G. Formulate recommendations based upon the market constraints
and community goals.
PHASE 3 FINAL REPORT
Consultant will prepare a Draft Report and Final Report and meet with staff
and City Council. Meetings within the scope of this proposal will be
limited to a total of four without amending the scope.
PHASE 4 PUBLIC MEETINGS
Consultant will attend one public meeting before the City Council to
publicly present the findings and conclusions contained in the Final Report.
CRC
2
Qualifications and
Experience
CRC
Proposal - Valley Boulevard Economic Development Strategy
QUALIFICATIONS
GRC Associates, Inc. has provided economic, redevelopment and housing
consulting services to the clients listed below:
• Arcadia - Hesperia • Pomona
. Azusa • Indio • Redondo Beach
• Bakersfield • Irwindale - Rosemead
• Baldwin Park • La Mirada • San Fernando
• Brea • La Verne • Santa Clarita
• Buena Park . Laguna Hills • Stanton
• Burbank - Lakewood • Union City
• Claremont • Lawndale . Upland
• City of Industry • Long Beach . Vacaville
• Colton - Loma Linda • Vallejo
• Commerce - Los Alamitos • Ventura Port Authority
• Corona • Lynwood . Visalia
• Cypress Montery Park . West Covina
• Downey • Orange • Yorba Linda
• Fullerton • Pasadena
• Hawthorne • Perris
Continuous experience in the field of redevelopment and urban planning has kept
GRC abreast of the ever-changing law that affects both present and future projects.
In addition, GRC has shown the ability to deal with a variety of redevelopment,
environmental and adaptive re-use projects, i.e., residential, commercial and/or
industrial uses. Equally impressive is GRCs ability to complete projects on time
and on budget Evidence of all of these traits is confirmed by the large number of
clients who have contracted with GRC for additional projects.
GRC is continually involved in issues of economic development planning and
implementation for it's clients, from economic development assessment and
analysis, industry and occupational analysis, strategic planning, implementation
programs including administration and budgets, and program monitoring.
GRCs experience includes:
CQC
3
Proposal - Valley Boulevard Economic Development Strategy
• Community economic analysis, including industry and occupational profile,
and opportunities/constraints for economic development by sector.
• Economic development programs including goals and objectives, strategy
determination, and program definition.
• Economic development business planning including staffing, work program
and budgets.
• Preparation of State mandated administrative reports.
• Preparation of housing compliance plans and comprehensive housing strategies
• Negotiations with developers and other public entities
• Property acquisition and relocation services
• Developer and user solicitation
• Land use analysis
• Market and financial proforma analysis and feasibility analysis, financing
analysis and fiscal consultant reports
• Preparation of specific plans, general plan elements, environmental documents
and entitlement documents
• Negotiating and preparing development agreements involving land sales,
property exchanges,ground leases, and participation
• Preparation of grant and enterprise zone applications
• Preparation of budgets and financial plans
• Preparation of multi-year departmental work programs and cash flow analysis
• Preparation of plan adoptions (including all preparation of required reports,
public notices,public hearings).
• Preparation and presentation of comprehensive agenda reports for committees,
commissions, agencies, and councils.
• Financial advisory services.
GQC
4
Proposal - Valley Boulevard Economic Development Strategy
EXPERIENCE
I. Baldwin Park
GRC is currently assisting the Baldwin Park Redevelopment Agency with an
economic development strategy for the Freeway Corridor which includes the
identification of specific economic/redevelopment objectives, review of the
Agency's redevelopment program and preparation of a ten-year cash flow,
preparation of a site and physical needs analysis, and an analysis of market demand
for the study area properties.
2. Brea
As the program director responsible for all economic development projects for a
period of five years, GRC prepared the statutory specific plan, assisted in the
preparation of the redevelopment plan, and acted as the project manager of a$100
million budget for the revitalization of the core housing and downtown commercial
area, including the acquisition and redevelopment of Downtown Brea and the
negotiation and preparation of dozens of development agreements for in-fill
residential, commercial and office redevelopment projects. GRC also served as the
agency's consultant on the expansion of the regional mall to include two additional
department stores and a Class 'A" hotel and the development of several hundred
thousand square feet of office and industrial development. As the program
director, GRC attended staff and city council meetings, was responsible for hiring
and managing city staff, and represented the agency in negotiations with the school
district, county and other public agencies.
3. Buena Park
GRC has assisted the Buena Park Redevelopment Agency on a wide range of
redevelopment, housing and economic development programs including: the mall
expansion; senior citizen housing projects; rental rehabilitation projects; Ford,
Toyota, Mercedes, BMW and General Motors dealerships; a proposed CarMax
location; redevelopment plan adoptions; and hotel projects in the entertainment
corridor.
4. Claremont
As the agency's overall economic development consultant for over eight years,
GRC has been involved in the preparation and implementation of the agency's
Village and Foothill Corridor redevelopment project areas, including providing
property acquisition and relocation services, proforma and economic feasibility
CPC
s
Proposal - Valley Boulevard Economic Development Strategy
analysis, developer solicitation, negotiations and development agreement
preparation for a high-quality freeway auto mall, a 155-unit "independent-living'
affordable senior citizen complex, and the redevelopment of a neighborhood-level
shopping center. A particular emphasis of GRC's work in Claremont has been
redevelopment programs for the Village Area including transactions with shops,
restaurants, preparation of a commercial rehabilitation program, and development
of public parking lots. GRC also assists staff in the day-to-day operation of the
agency, including preparing agenda materials, formulating agency work programs
and budgets, assisting staff in complying with state and county financial
requirements, and fills in for staff as required.
5. Colton
GRC negotiated and prepared development agreements for the 35-acre Cooley
Ranch recreational vehicle and sales and service center, including approximately 30
dealerships; Wal-Mart and K mart shopping centers on off-freeway sites in the
project area; the renovation and expansion of Dieterich International truck sales
facility on the I-10 Freeway; and, the rehabilitation of the 13-acre Mt. Vernon
shopping center.
6. Corona
GRC authored the auto mall and industrial park specific plan, and assisted staff in
property acquisition, auto-dealer relocation and negotiation of development
agreements. Additional work with Corona includes analyzing the economic
feasibility of a freeway business park, an Alpha Beta shopping center, and a Wal-
Mart shopping center and doing the fiscal analysis of various redevelopment
financings.
7. Cypress
Serving as the agency's overall redevelopment implementation consultant for
several years, GRC negotiated an exchange of property with the Cypress Unified
School District for the construction on a joint-venture basis of an affordable senior
housing project. Related project activities include the acquisition of a five-acre site
for the property exchange, relocation of all occupants from the site, preparation of
the replacement housing plan, and conducting several workshops with the agency
board to develop project parameters, analyze project economics at various densities
and rental rates to determine the appropriate level of agency participation and
develop the development and density bonus and operating agreements. Additional
consulting services include having assisted in the negotiation and preparation of an
Owner Participation Agreement for a 671-unit residential project involving the
formation of a Mello-Roos District and a bond issue, and preparing a five-year
GRC
6
Proposal - Valley Boulevard Economic Development Strategy
agency financial plan, including an accounting of the cost and timing of public and
private improvement projects and tax-increment projections after accounting for
housing set-aside funds and pass-through agreements for all of the agency's project
areas.
8. Downey
GRC advised the City and performed the economic analysis for the expansion of
Stonewood Mall including the enclosure of the shop space and the addition of a
food court and Robinson-May Department Store. Additionally, GRC advised the
Agency on several auto development transactions.
.9. Hawaiian Gardens
Serving as the consultant redevelopment project manager under the executive
director, GRC assisted the director in negotiating the acquisition of surplus
property from the ABC School District and surrounding property owners,
relocated existing users, procured a developer for the site through a competitive
request for proposal process and negotiated a disposition and development
agreement resulting in the development of a 10-acre neighborhood shopping
center. Additional tasks included complying with filings to the State, debt
statements to the county and preparing annual reports, and serving as the
acquisition and relocation agent for the assembly of an additional 15 acres of
property which resulted in the development of a Home Club and five-acre
shopping center.
10. Lakewood
GRC supported the City of Lakewood in the economic development reuse
alternatives for the 35-acre Long Beach Navy Hospital property located adjacent to
Lakewood City boundaries. Activities included identification of marketable uses
for the site, conceptual land use planning of each alternative, analysis of market
feasibility of each alternative and the analysis of potential reuse options for existing
facilities.
GRC
7
Proposal - Valley Boulevard Economic Development Strategy
11. La Mirada
GRC has assisted staff in analyzing development proformas, determining the
economic feasibility and negotiating the redevelopment of the La Mirada Mall,
including new anchor tenants, a housing component, a Mello-Roos District for the
rejuvenation of the civic theatre and a public parking lot. Additionally, GRC
assisted in the structuring of the business deal involving the development of over
one-half mile of mixed-use freeway development, two hotel projects and three
neighborhood-level shopping centers.
12. Long Beach
GRC has served as project manager for the adoption of the Long Beach Corridor
Redevelopment Plan; Harbor West Industrial Park Master Plan; implementation
of several industrial projects within the West Long Beach Industrial project area;
and, performed redevelopment administrative responsibilities in the absence of the
Redevelopment Administrator.
13. Monrovia
GRC prepared a study of appropriate uses for Myrtle Street together with an
analysis of development standards to induce development in downtown.
14. Orange
GRC advised the Agency on projects including an 80-acre Mills regional center, a
Ford dealership, a brew-pub restaurant in the historic depot, expansion of
Chapman University, a senior citizen project by Kaufman & Broad, a Car-Max
ground lease, and a city-wide economic development strategy.
15. San Dimas
Assisting the executive director for over ten years, GRC has been involved in the
preparation and implementation of the agency's Creative Growth Redevelopment
Project Area, including the development of a redevelopment strategy and the
negotiation and preparation of development agreements for two large freeway-
oriented shopping center developments, an industrial development, an ice skating
rink and bowling center developments.
16. San Fernando
GRC assisted the Agency for the implementation of Buick, Chevrolet and Dodge
dealerships, a neighborhood supermarket center in downtown, an economic
CRC
8
Proposal - Valley Boulevard Economic Development Strategy
development strategy, a Home Depot/Price Savers center and several other
economic development projects designed to increase revenue and employment.
17. Stanton
GRC was involved in the creation and implementation of the Stanton Community
Development Project, including proforma analysis and negotiation of development
agreements for a Home Club shopping center development, a Price Savers, a
community-level shopping center, and recently negotiated and prepared the
development agreement for a 335-unit affordable senior citizen housing complex
involving a$17 million multi-family housing revenue bond issue and an innovative
use of density-bonus concessions to achieve a$1.5 million developer contribution
toward development of the new civic center. GRC was recently assigned the task
of developing a city-wide economic development strategy to identify and promote
opportunities for projects, maximize development potential, develop incentive
programs, and formulate project acquisition strategies and financing techniques.
18. Upland
GRC assisted the City with economic development strategic planning for several
areas of the City including Ninth Street and Foothill Boulevard. GRC has
provided all acquisition and development contract negotiation services for three
auto sales facilities, a 25-acre shopping center anchored by a Von's Pavilion and
Home Depot, and a Wal-mart shopping center on Agency land. GRC also
developed administrative guidelines, a work program for the agency, prepared tax-
increment projections, and an analysis of bonding capacity for the agency.
19. Yorba Linda
GRC is providing an Economic Development Strategy and Implementation Plan
for the City's Redevelopment Agency. Activities include on-going implementation
support to the Agency identifying potential users and developers for vacant
commercial and industrial properties in the City, negotiating owner participation
agreements between the Agency and developers, providing coordination between
the Agency and brokers and evaluating developer proformas submitted to the
Agency by potential users. Projects negotiated by GRC include a Petsmatr/Staples
center, a 36-acre Home Depot/Best Buy promotional center, a Koo Koo Roos
restaurant lease, a 125-unit senior citizen complex and a 50-unit family apartment
complex.
GRC
9 '
Budget
CDC
Proposal - Valley Boulevard Economic Development Strategy
BUDGET BY PHASE
Our proposed fee for the Scope of Work is as follows,with a not to exceed total for
labor of$28,000.
APPROXIMATE BUDGET
Phase Hours Fee
Phase 1 - Property Owner and Tenant Survey and
Data Collection
A. Design questions/topics 5
B. Train surveyor 6
C. Survey Property Owners 80
D. Filed work-land use, ownership,etc. 24
E. Market Area Assessment 12
F. Interview municipal representatives (3) 12
Subtotal $10,842
Phase 2 - Project Analysis
A. Analyze propensity of parcels to recycle 8
B. Identify obstacles to development 6
C. Develop financial model ,residual land value 10
D. Review comparable sales and lease rates 20
E. Review the market feasibility of land uses 40
F. Develop economic development strategy 60
C. Formulate recommendation 16
Subtotal $12,480
Phase 3 - Draft Report- 36
Subtotal $2,808
Phase 4 - Meetings - Attendance at four (4) staff 20
meetings and one (1) City Council meeting. $1,560
Subtotal
Total Hours at$78.00/hr. Average 355 $27,690
Out of pocket costs including printing, facsimile,
demographic materials, market comps, etc., will
be billed at cost plus 20% for handling.
CQC
10
110;
'AO
.1415