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PIM Hogle Ireland, Inc.Irvine Riverside Pasadena December 10. 2008 Michelle Ramirez, Economic Development Administrator City of Rosemead 8838 East Valley Boulevard Rosemead, CA 91770 Subject: Proposal to Update the General Plan Housing Element Dear Ms. Ramirez: Hogle-Ireland is pleased to submit this proposal to update the City of Rosemead's General Plan Housing Element. For this assignment, we offer the City a team of dedicated and well-respected professionals who will work closely with your staff and community to prepare a Housing Element that responds to the City's housing needs. The team will be led by Alexa Wyneken, an experienced planning professional with a broad planning background. Our project team will also include Lisa Brownfield who oversaw the City of Rosemead General Plan update and can offer valuable insight into the specific needs and concerns of the City. Hogle-Ireland is well known in California for its planning work, and has developed highly trained teams in each of our four full-service offices to prepare Housing Elements and take them through the certification process. We bring to this project the talents and experience of staff with a broad range of General Plan, Zoning Ordinance, and Housing Element work. Our firm understands the particular requirements of Housing Elements and ensures consistency with the General Plan. Hogle-Ireland has established a reputation for preparing Housing Elements that clearly identify a community's housing needs and that specify programs tailored for each client. We also offer the in-house ability to complete required CEQA documentation to facilitate the update process. Hogle-Ireland understands the project will require a comprehensive review and update of the Housing Element document that reflects an in-depth understanding of the City's values and vision. As part of this comprehensive planning effort, Hogle-Ireland will provide the City with a range of services including Housing Element document preparation, GIS support, public relations, and project management. Hogle-Ireland will work closely with Planning Division staff, the Planning Commission, the City Council, and HCD to prepare and certify the Housing Element Update. Furthermore, we understand that providing adequate staff to produce a quality work product is vital and will commit key team members to ensure the project is finished on time. Hogle-Ireland, Inc. proposes a work plan that is divided into three stages: Stage 1 - Housing Element Background Technical Report Stage 2 - Preparing the Housing Element Document Stage 3 - City Adoption and State Certification Each stage, task, and work product outlined conforms to the City's stipulations within the RFP. w w w. hog I ei re I a nd.c om i.! r L.t i .9 " FINE ■ In Stage 1, Hogle-Ireland will review the 2002 Housing Element and all applicable City, regional and State documents and prepare an updated Housing Element Background Technical Report. In the early winter, Hogle-Ireland will hold a community workshop during a regularly scheduled Planning Commission meeting inviting the public to identify housing issues they would like addressed in the Housing Element Update. Hogle-Ireland will also provide briefings to the Planning Commission and City Council to review the Housing Element Update process and the requirements for achieving State certification. In Stage 2, Hogle-Ireland will prepare and finalize the Housing Element document. A draft Housing Element will be submitted to HCD for their review and comments. Prior to the draft Housing Element submittal to HCD, Hogle-Ireland will hold a second community workshop during a joint study session with the Planning Commission and City Council, which will be open to the public, to review and provide input on the draft Housing Element. The draft Housing Element will be revised per HCD's comments, community input, Planning Commission and City Council input, and additional staff input. At this time, Hogle-Ireland will also prepare an Initial Study for the Housing Element that is consistent with CEQA. In Stage 3, the revised draft Housing Element will be submitted to the Planning Commission and City Council for their review and adoption. Hogle-Ireland will attend the Planning Commission and City Council public hearings. Upon adoption by the City, Hogle-Ireland will follow through with assisting the City in achieving State certification of the Housing Element. A detailed Scope of Work is provided in Section 2 while a Project Budget is provided as a separate document. We have the ability to commit to the scope of work, tasks, personnel, and schedule as outlined in this proposal to complete the Housing Element, and we will meet and exceed the City's expectation of excellence in our community outreach, issues understanding, creative problem-solving, and preparation of the highest-quality work products. Our planning program contains options that will help City staff and local decision-makers chose what is right for the Rosemead Housing Element Update process. We are looking forward to this opportunity and are hopeful that we are fortunate enough to be selected to update to the Housing Element. I am an officer of Hogle-Ireland, Inc. and am authorized to negotiate and execute contracts on behalf of our team. This proposal is binding for ninety days from the date of this letter. If you have any questions about our proposal, please contact Alexa Wyneken in our Irvine office at (949) 553-1427. Sincerely, Regards, Laura Stetson, AICP Senior Project Manager Hogle-Ireland, Inc. 0 0 e o o Need housing element update services? @0 ° t think Hogle-Ireland, Inc. City of Adelanto From inception through final certification, Hogle-Ireland, Inc brings a high level of City of Alhambra experience and qualifications for the preparation of Housing Elements. Currently, Hogle-Ireland is preparing 20 Housing Elements for jurisdictions throughout City of Azusa California. City of Baldwin Park City of Buena Park City of Colton City of Garden Grove City of La Puente City of Laguna Woods City of Lake Elsinore City of Montebello City of Monterey Park City of Murrieta City of Norco City of Perris City of Redwood City City of Rialto City of Rosemead City of Torrance City of Vernon Dedicated Team Each of our four offices has a knowledgeable team dedicated to providing high quality service for Housing Element preparation and updates. Our experienced Housing Element team understands the particular requirements of Housing Elements and ensures consistency with other Elements of the General Plan, and most importantly, State law. The team is aware of the mandated submittal deadlines and makes certain that we are able to complete tasks in a timely manner. In addition, team members are well acquainted with the most current Housing Element legislation. Responsive to Community Housing Needs Hogo-Ireland, Inc. offers a team of dedicated and well-respected professionals who will work closely with your staff and community to prepare a Housing Element that responds to our client's housing needs. 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This Page Intentionally Left Blank A id~Pliu~ni~i"lw,vel~/~mriet December 10, 2008 Michelle Ramirez, Economic Development Administrator City of Rosemead 8838 East Valley Boulevard Rosemead, CA 91770 Subject: Proposal to Update the General Plan Housing Element Dear Ms. Ramirez: Irvine Riverside Pasadena Hogle-Ireland is pleased to submit this proposal to update the City of Rosemead's General Plan Housing Element. For this assignment, we offer the City a team of dedicated and well-respected professionals who will work closely with your staff and community to prepare a Housing Element that responds to the City's housing needs. The team will be led by Alexa Wyneken, an experienced planning professional with a broad planning background. Our project team will also include Lisa Brownfield who oversaw the City of Rosemead General Plan update and can offer valuable insight into the specific needs and concerns of the City. Hogle-Ireland is well known in California for its planning work, and has developed highly trained teams in each of our four full-service offices to prepare Housing Elements and take them through the certification process. We bring to this project the talents and experience of staff with a broad range of General Plan, Zoning Ordinance, and Housing Element work. Our firm understands the particular requirements of Housing Elements and ensures consistency with the General Plan. Hogle-Ireland has established a reputation for preparing Housing Elements that clearly identify a community's housing needs and that specify programs tailored for each client. We also offer the in-house ability to complete required CEQA documentation to facilitate the update process. Hogle-Ireland understands the project will require a comprehensive review and update of the Housing Element document that reflects an in-depth understanding of the City's values and vision. As part of this comprehensive planning effort, Hogle-Ireland will provide the City with a range of services including Housing Element document preparation, GIS support, public relations, and project management. Hogle-Ireland will work closely with Planning Division staff, the Planning Commission, the City Council, and HCD to prepare and certify the Housing Element Update. Furthermore, we understand that providing adequate staff to produce a quality work product is vital and will commit key team members to ensure the project is finished on time. Hogle-Ireland, Inc. proposes a work plan that is divided into three stages: Stage 1 - Housing Element Background Technical Report Stage 2 - Preparing the Housing Element Document Stage 3 - City Adoption and State Certification Each stage, task, and work product outlined conforms to the City's stipulations within the RFP. WWW.hogicirciand.com 2860, AIrchc~l,~e., 1?,rme 1u;.i[c IOQ~ ~rl wine C;l_92 69fi 94 J.. 5"3°.142• ''~-'rr 749:15'} 0,93S ' ■ In Stage 1, Hogle-Ireland will review the 2002 Housing Element and all applicable City, regional and State documents and prepare an updated Housing Element Background Technical Report. In the early winter, Hogle-Ireland will hold a community workshop during a regularly scheduled Planning Commission meeting inviting the public to identify housing issues they would like addressed in the Housing Element Update. Hogle-Ireland will also provide briefings to the Planning Commission and City Council to review the Housing Element Update process and the requirements for achieving State certification. In Stage 2, Hogle-Ireland will prepare and finalize the Housing Element document. A draft Housing Element will be submitted to HCD for their review and comments. Prior to the draft Housing Element submittal to HCD, Hogle-Ireland will hold a second community workshop during a joint study session with the Planning Commission and City Council, which will be open to the public, to review and provide input on the draft Housing Element. The draft Housing Element will be revised per HCD's comments, community input, Planning Commission and City Council input, and additional staff input. At this time, Hogle-Ireland will also prepare an Initial Study for the Housing Element that is consistent with CEQA. In Stage 3, the revised draft Housing Element will be submitted to the Planning Commission and City Council for their review and adoption. Hogle-Ireland will attend the Planning Commission and City Council public hearings. Upon adoption by the City, Hogle-Ireland will follow through with assisting the City in achieving State certification of the Housing Element. A detailed Scope of Work is provided in Section 2 while a Project Budget is provided as a separate document. We have the ability to commit to the scope of work, tasks, personnel, and schedule as outlined in this proposal to complete the Housing Element, and we will meet and exceed the City's expectation of excellence in our community outreach, issues understanding, creative problem-solving, and preparation of the highest-quality work products. Our planning program contains options that will help City staff and local decision-makers chose what is right for the Rosemead Housing Element Update process. We are looking forward to this opportunity and are hopeful that we are fortunate enough to be selected to update to the Housing Element. I am an officer of Hogle-Ireland, Inc. and am authorized to negotiate and execute contracts on behalf of our team. This proposal is binding for ninety days from the date of this letter. If you have any questions about our proposal, please contact Alexa Wyneken in our Irvine office at (949) 553-1427. Sincerely, Regards, ;U4, es sf"V/ Laura Stetson, AICP Senior Project Manager Hogle-Ireland, Inc. Table of Contents E A , Planning in Motion Hogle-Ireland, Inc. Chapter 1 - Project Understanding 1 Chapter 2 - Scope of Work 7 Task 1 - Housing Element Meetings 7 Task 2 - Project Initiation & Assessment 8 Task 3 - Housing Element Progress Report 10 Task 4 - Initial Community Outreach Workshop 11 Task 5 - Technical Background Report 13 Task 6 - Draft Housing Plan 17 Task 7 - Prepare Draft Housing Element 19 Task 8 - Housing Element CEQA Documentation 22 Task 9 - Public Hearings & Adoption 23 Task 10 - Final Housing Element 24 Chapter 3 - Project Schedule 27 Chapter 4 - Qualifications and Personnel 31 Chapter 5 - Resumes 39 Chapter 6 - Experiences and References 53 City of Rosemead Housing Element Proposal "L ■ Planning ® In Motion Hogle-Ireland, Inc. - This Page Intentionally Left Blank i i December 2008 Project Understandin State law establishes a five-year cycle regulating housing element updates. In compliance with the Southern California Association of Governments (SCAG) cycle, the Rosemead Housing Element was last updated in 2002, and was adopted and certified by the California Department of Housing and Community Development (HCD) in that same year. The next Housing Element update is due on June 30, 2008 and will cover the planning period of July 1, 2008 through June 30, 2014. The Housing Element is one of the seven General Plan elements mandated by the State of California. Sections 65580 to 65590 of the California Government Code contain the legislative mandate for the Housing Element. While an update to the Housing Element was completed in 2002; to remain compliant with State Law requirements, the City recognizes that an additional update of the Housing Element is necessary. State law defines the key components that must be addressed within the Housing Element. The Element should clearly identify and address, at a minimum, each component listed below: ■ An assessment of housing resources and constraints these needs. needs and an inventory of relevant to the meeting of ■ A statement of the community's goals, quantified objectives, and policies relative to the maintenance, preservation, improvement, and development of housing. ■ A program which sets forth a five-year schedule of actions the local government is undertaking or intends to undertake to implement the policies and achieve the goals and objectives of the Housing Element. ~g~p a p' {A1 A Planning in Motion Hogle-Ireland, Inc. City of Rosemead Housing Element Proposal ■ We understand that the City of Rosemead wishes to work with an experienced housing consultant to update the current General Plan Housing Element, and to assist with the development of housing policies and programs that will implement the City's housing strategy. Hogle-Ireland brings a high level of experience and qualifications to the City of Rosemead for completion of the Housing Element Update. We have unmatched public sector experience in planning, zoning, specific plans and general plans. We are experienced in all aspects of City planning and understand how elements of the planning process fit together in a coordinated plan for Rosemead. Our company has extensive experience in the City of Rosemead through involvement on the City's General Plan and zoning ordinance updates. Additionally, our experience with other projects in the San Gabriel Valley provides us with insight on the major housing issues the City may face in updating the Housing Element. Our experience with recent housing elements in other jurisdictions has shown that HCD requires detailed information regarding the location of potential housing sites in the community that are available to meet projected housing needs, and what sources of funding will be utilized to meet those needs. The City's challenge will be to define ways to accommodate its fair share of regional housing growth while satisfying broader community goals to balance land use and achieve quality development for all projects. State law also requires the City to identify adequate sites for housing, including rental housing, factory-built housing, and mobile homes, and make adequate provision for the existing and projected needs of all economic segments of the community. Our experience with recent housing elements in other jurisdictions has shown that the Department of Housing and Community Development (HCD) requires detailed information regarding exactly where in a community housing sites are available to meet projected housing needs, and what sources of funding will be used to help meet these needs. In response to HCD's requirements we believe that the recent introduction of mixed use zones as part of the General Plan update will benefit the City in completing this part of the Housing Element. 2 December 2008 ect Understanding 0 For the 2008-2014 SCAG housing element cycle, SCAG has established the following housing allocation (Regional Housing Needs Allocation, or RHNA) for Rosemead: Income Category Number of Units Very low income 190 Low income 119 Moderate income 131 Above moderate income 340 Total Units 780 We understand that Rosemead is a distinct community in the San Gabriel Valley facing a unique set of housing challenges. These challenges include both regional and local issues such as: changing racial and ethnic demographics, mansionization of homes, the adoption of new General Plan designations that encourage significantly more mixed use development opportunities and the desire to maintain compatibility between housing types and densities within neighborhoods, particularly those adjacent to proposed mixed-use development. The City also identified the following issues as focus areas within the current Housing Element update: ■ Balancing employment and housing opportunities; ■ Matching the supply of and demand for housing; ■ Balancing housing supply for all economic segments of the population ■ Preserving the quality of the housing stock; and ■ Providing new types of housing to accommodate increasing demand for higher end and recreational oriented/vacation housing in Rosemead. In response to these challenges, there is a great need for the development of diverse housing types that can accommodate the needs of local residents while maintaining the character of the City. The City began its comprehensive General Plan update in August 2002 with the intention of addressing community concerns and developing guidelines for future development. This update was completed in cooperation with Hogle-Ireland in October of 2008 and has established a framework for discussion that will continue Hogle-Ireland, Inc City of Rosemead Housing Element Proposal ■ through the Housing Element update process. The current General Plan Land Use Map provides for three residential land uses ranging from residential low-density to residential high- density; potential development sites designated as residential high- density provide the most opportunity for the development of affordable housing. In the recently adopted General Plan the City also introduced two mixed use residential-commerical zones that allow densities of 30 and 45 dwelling units per acre, which will also benefit the City in meeting its RHNA allocation for the current planning period. In addition to these land uses, as part of the Housing Element update, we will analyze further alternatives, such as infill development, to accommodate the development of affordable housing. As of January 1, 2008, the City of Rosemead had a total population of 57,422 and 14,702 housing units (CA Department of Finance, 2008). The population of Rosemead has in recent years become increasingly diverse resulting in a need for housing policies and programs that respond to the housing needs of the current residents. Consequently, the Housing Element update will evaluate existing and potential housing opportunities for all income groups living within the City. Also, an analysis of the policies and programs employed in the Housing Element will ensure that the City is able to address the future housing needs for each of the identified socio-economic groups. The Rosemead Housing Element will allow the City to establish policies, procedures, and incentives that will result in the maintenance and expansion of the housing supply to adequately accommodate existing and future households. The Housing Element will reassess the community's housing related goals as expressed in the General Plan as well as the incentives and ordinances in place to promote affordable housing. The final Housing Element will institute policies that will guide decision- making, and will establish an action program to implement housing goals through 2014. In preparing the Housing Element update, new State legislation will be addressed. This legislation includes: ■ California Senate Bill 2 (Chapter 633) which requires jurisdictions to identify a zone or zones where transitional housing and emergency shelters will be 4 December 2008 DO Project Understanding 0 allowed as a permitted use without a conditional use permit or other discretionary permit. ■ California Assembly Bill 2635 which requires jurisdictions to analyze the existing and projected housing need for residences of all income levels including extremely low- income households. An extremely low-income household is defined as those earning between 0 and 30 percent of the Area Median Income (AMI). ■ California Senate Bill 520 which requires jurisdictions to identify potential and actual constraints upon the development, maintenance and improvement of housing for persons with disabilities, and demonstrate local efforts to remove governmental constraints to help meet the housing needs for persons with disabilities established in the Federal Fair Housing Act. ■ California Assembly Bill 2348 (Chapter 724), which amended housing element law to include more specific requirements for the content of the land inventory and analysis section. The land inventory must specifically include parcel-specific listing of available sites including the parcel number or "unique" reference. ■ California Senate Bill 375 intent is to reduce greenhouse gas emissions by curbing sprawl. SB 375 provides emissions-reducing goals for which regions can plan, integrates disjointed planning activities, and provides incentives for local governments and developers to follow new conscientiously-planned growth patterns. SB 375 enhances the Air Resources Board's (ARB) ability to reach AB 32 goals. Hogle-Ireland, Inc. City of Rosemead Housing Element Proposal ■ ® Planning in Motion This Page Intentionally Left Blank Hogle-Ireland, Inc. 6 December 2008 Scope of Work Based on our review of the Request for Proposal, we have put together a scope of work that we believe responds to the City's objectives. In response to the challenging economic climate facing jurisdictions today, the proposed scope of work can be reviewed by the City to determine which tasks it prefers to be expanded, contracted, or modified for the Housing Element Update. We recognize that is important for jurisdictions to have flexibility within the scope of work, budget, and schedule to ensure that a work program is developed that specifically meets the needs of the City of Rosemead. In the following section, we propose a series of tasks we will undertake to complete the work program. The Schedule provided in Section 4 of this proposal further illustrates the interrelationships of the various tasks. Task 1 - Housing Element Meetings 1.1 - Project Meetings A Housing Element Update requires analysis of an extensive amount of information and the completion of work products within a relatively compressed time frame. Further, the work products must reflect the varying expectations of the different members of the client/groups (i.e. City Council, Planning Commission, City staff, etc.) into a cohesive and easily understood document. Meeting these objectives will require ongoing dialogue, communication and accessibility between staff and the consultant throughout the project. City staff to be involved in the Housing Element update meetings will include the core group of City personnel responsible for reviewing and providing input on Hogle-Ireland's recommendations. NW061;4 Planning ® in Motion Hogle-Ireland, Inc. MIM City of Rosemead Housing Element Proposal ■ All meetings with City staff will be attended by the Project Manager, Alexa Wyneken. Ms. Wyneken will also be responsible for attending a monthly update meeting with the City project manager, which may occur in person or in the form of a conference call depending on which is more convenient for the City. Support staff will be available on an as needed basis. Hogle-Ireland will be available for interaction with staff via phone, conference calls and e-mail as necessary throughout the project. This expectation has been built into this proposal and its respective budget. Meetings ■ A minimum of five (5) meetings conducted in person or as a conference call throughout the update process will be identified in this scope of work with the appropriate task ■ Monthly progress/status meetings with City staff, or as needed Task 2 - Project Initiation & Assessment Hogle-Ireland will meet with City staff to refine the work program, confirm communication protocol, and explore tentative dates for study sessions and meetings. A schedule for monthly updates on the progress of the project will be determined. 2.1 - Kick-Off Meeting Objectives for the kick-off meeting include: obtaining a level of understanding regarding the City's involvement, collecting information regarding document format for seamless inclusion into the General Plan, and developing a clear understanding of established roles and responsibilities for all involved parties. This meeting will also allow for a discussion on the City's existing housing goals to ensure that the Housing Element update is compatible with the newly updated General Plan and the City's Redevelopment Plan. The kick off meeting is the first of the five meetings identified in Task 1. Meetings ■ One (1) kick-off meeting with City staff 8 December 2008 FIEJ Scope of Work 0 Work Products ■ Refined project schedule, budget, and scope of work 2.2 - Document Review Hogle-Ireland will review City documents to establish an understanding of local conditions and the community's housing needs. The 2002 Housing Element and its program will be reviewed and evaluated. Additional documents obtained with assistance from City staff will also be reviewed, which include, but are not limited to: • Adopted General Plan ■ Current Housing Element ■ Annual General Plan/Housing Element Progress Reports to the State ■ Zoning Ordinance and Municipal Code ■ Design Guidelines ■ Information of the City's development review process ■ Redevelopment Implementation Plan (5-Year) ■ Consolidated Plan (CDBG) ■ Housing units (affordable and market rate) built or approved since 1998 by year and type ■ List of affordable housing units and earliest conversion date ■ Any major land use applications in the pipeline or known about ■ A preliminary housing sites inventory, including any vacant and underutilized parcels in the City, which is crucial in developing the sites analysis This task will include a review of the financial resources (including federal, State, and local resources) available for program implementation. In addition, an inventory of available administrative resources (such as local non-profit organizations and redevelopment monies) will be created to help the City preserve at-risk housing and construct new affordable units. As required by State law, a discussion on energy conservation opportunities will also be introduced to address energy conservation as a factor in reducing long-term housing costs. A Hogle-Ireland, Inc. City of Rosemead Housing Element Proposal 0 ■ review of federal, State, and local policies and regulations for energy conservation will also inform the discussion. Work Products ■ Report summarizing pertinent topics and issues to be addressed in the Housing Element Task 3 - Housing Element Progress Report 3.1 - Evaluation of Previous Housing Element Accomplishments As required by State law, this task will produce a report on the progress the City has made in implementing the existing Housing Element. In general, the task will include a review of the following: ■ The appropriateness of the housing goals, objectives, and policies in contributing to the attainment of the stated housing goals. ■ The effectiveness of the Housing Element in attaining community housing goals and objectives. ■ The City's progress in implementing the Housing Element. The results will be quantified when possible, but may be qualitative where necessary. The extent of the Element's effectiveness and success in its implementation will be examined. Our report will include the following information: ■ A comparison of the actual results of the element with its goals, objectives, policies and programs. The results will be quantified where possible, but may be qualitative where necessary. ■ An analysis of the significant differences between what was projected or planned in the earlier element and what was achieved. ■ A description of how the goals, objectives, policies, and programs of the updated element incorporate what was learned from the results of the prior element. 10 December 2008 ❑ M of Work 0 Upon the completion of the draft Progress Report, Hogle-Ireland will arrange a second meeting or conference call with City Staff to discuss any comments or concerns regarding the draft. Meetings ■ One (1) meeting/conference call with City Staff to review the draft Progress Report Work Products ■ One (1) electronic/digital copy and seven (7) hard copies of the draft Progress Report, including the appropriate maps, tables, and exhibits Task 4 - Initial Community Outreach Workshop 4.1 - Housing Element 101 Workshop Per State law, the public will be invited to participate in a series of meetings during the development of the Housing Element. We recommend connecting with the community and decision makers early in the process to help understand community needs and expectations, and to review past accomplishments. We propose a community workshop to be conducted during a regularly scheduled Planning Commission or City Council meeting. Our scope provides for one such introductory workshop. This workshop provides a forum for the public and decision makers to offer insight into what the community sees as the housing needs and priorities for the City. This insight will be crucial in deciding the goals and objectives for the Housing Element Update. Outreach efforts will include personal invitations to housing stake holder groups as identified with the assistance of City staff. Interest groups and individuals invited should include special needs communities (low-income, disabled, elderly, and families), social services providers, and non-profit organizations focused on housing, and any other groups the City indicates are appropriate. Based on our previous experience on the General Plan update we also understand that the City of Rosemead includes a mixture of City of Rosemead Housing Element Proposal 11 Hogle-Ireland, Inc. 101 ■ communities, many of which have a unique vision for Rosemead's future, including building heights and densities as well as the types of units and structures that are constructed. Hogle-Ireland will work with City Staff to identify these unique groups and facilitate discussions to ensure that the needs and concerns of each group are addressed. The presentation on the Housing Element made at the meeting will be made jointly with City of Rosemead Staff. Hogle-Ireland will consult with City staff, but ultimately will be responsible for preparing the necessary public notices, invitations, staff reports and comment forms for the meetings. To ensure that information regarding the Housing Element is understood by the various racial and ethnic groups prominent in Rosemead we encourage meetings and meeting materials to be presented in the appropriate languages. This may include but is not limited to Chinese, Korean and Spanish. Meetings ■ One (1) Community Outreach Workshop Work Products ■ Materials for Community Outreach Workshop (including public notices, Staff Report, PowerPoint presentation, exhibits, and visual aids) ■ Memorandum summarizing input received from the Community Outreach Workshop 4.2 - Additional Community Outreach (OPTIONAL) In our experience with the General Plan Hogle-Ireland has come to understand that the racial and ethnic demographics in Rosemead are changing rapidly. Consequently the housing needs of the City are also changing, requiring policies and programs that address the needs of the various demographic groups. If desired by the City, Hogle-Ireland will conduct community outreach meetings focusing on different geographic regions of the City to ensure that the community input collected regarding the Housing Element accurately represents the diverse community groups of Rosemead. 12 December 2008 DIE Scope of Work 0 Meetings ■ At least two (2) Community Outreach Workshops Task 5 - Technical Background Report This task will produce the required housing inventory, assessment of housing needs, and inventory of resources and constraints relevant to the meeting of identified needs. Hogle-Ireland will collaborate with City staff to collect relevant information, including figures on recent housing production and the amount of available vacant and/or underutilized residential land. Upon the completion of the draft Technical Background Report, Hogle-Ireland will arrange a third meeting/conference call with City Staff to discuss the draft and will then make any necessary changes. The Background Technical Report process will include the following: 5.1 - Housing Needs Analysis The Housing Needs Assessment will include the following analyses: ■ An analysis of population and employment trends and documentation of projections and a quantification of the City's existing and projected housing needs for all income levels. These existing and projected needs shall include the City's share of the regional housing need in accordance with the RHNA. ■ An analysis and documentation of household characteristics, including level of payment compared to ability to pay, housing characteristics, including overcrowding, housing stock conditions, and employment characteristics (i.e. unemployment rate, median income, commuting patterns). Data on the condition of housing will be based on already completed City surveys (if any), supplemented by age of housing data. ■ A discussion of the definition of affordability that is specific to the conditions and characteristics of the City Hogle-Ireland, Inc. City of Rosemead Housing Element Proposal 13 EJEI ■ and an estimate of the demand for affordable housing for current and future households based on this definition. ■ An analysis of any special housing needs, such as those of the elderly, persons with disabilities, large families, farm workers, families with female heads of households, families and persons in need of emergency shelter, and disabled persons. State law requires analysis of existing assisted housing developments which are eligible to change from low-income housing uses during the next 10 years due to termination of subsidy contracts, mortgage prepayment, or expiration of restrictions on use. Where such housing developments exist, we will analyze: 1) costs of preserving and/or replacing the units, 2) resources for preserving and/or replacing the units, 3) quantified objectives for units at-risk to be preserved, and 4) programs for preserving and/or replacing units at risk. 5.2 - Housing Constraints Hogle-Ireland will work with City Staff to identify potential and actual governmental and non-governmental (e.g. physical) constraints to housing production, including any constraints on people with disabilities, as required by the enactment of SB520 (effective in 2002). Where constraints exist, Hogle-Ireland will develop housing programs to mitigate them, or where appropriate and legally possible, remove them. An inventory of housing constraints will include the following: ■ An analysis of potential and actual governmental constraints upon the maintenance, improvement, or development of housing for all income levels, including land use controls, building codes, and their enforcement, site improvements, fees and other exactions required of developers, and local processing and permit procedures. An analysis of potential and actual non-governmental constraints upon the maintenance, improvement, or development of housing for all income levels and for special needs populations required to be addressed by law. Constraints include the availability of financing, the price of land, and the cost of construction. 14 December 2008 of Work N In addition, an assessment of environmental and infrastructure constraints to development is an important issue. Water and sewer availability, conditions of streets, and potential for hazards (e.g., faults and industrial hazards) will be addressed. Hogle-Ireland will rely on current City documents and staff to determine potential environmental and infrastructure constraints to housing. This environmental review will assist in the preparation of the environmental documentation for the Housing Element. 5.3 - Housing Resources and Opportunities A land inventory is required for all housing element updates, and HCD has become rigorous in its review of site feasibility as required by AB 2348 (2004). Hogle-Ireland will collaborate with City staff to collect relevant information regarding housing production and infill, second unit development, mixed use opportunities and the potential for affordable housing development on vacant and underutilized residential land in the City. We suggest that the inventory include all of the following: ■ A listing of properties by parcel number or other unique reference ■ The size of each property listed and the general plan designation and zoning of each property ■ An estimate of the actual maximum density that can occur on residential lands based on City development standards ■ For non-vacant sites, a description of the existing use of each property ■ A general description of existing or planned water, sewer, and other dry utilities supply, including the availability and access to distribution facilities ■ A map, prepared with Geographic Information Systems (GIS), that shows the location of the sites included in the inventory Other information that will be collected to better inform the land inventory includes, but is not limited to: ■ An inventory of vacant single family residential lots in existence ■ An inventory of substandard housing units Hogle-Ireland, Inc. City of Rosemead Housing Element Proposal 15 WE] ■ ■ An inventory of housing units at-risk of conversion ■ An inventory of the affordable units that have been created in the City ■ An estimate of the number of secondary dwelling units developed and the rental history of secondary units Hogle-Ireland will also work with staff to identify recent construction and entitled projects that can be counted toward the City's current RHNA, as well as vacant and underutilized land suitable for new housing. The City's General Plan, current Housing Element, and any Specific Plans will be used to determine remaining sites. Based on discussions with Staff, a comparison will be made between the allocation of housing need by income group and the sites available by income group. The deficits by income group will be noted. In the event that vacant sites are inadequate to fulfill the RHNA as anticipated, we will work with staff to identify specific underutilized sites with redevelopment potential. AB 438 (Torlakson) includes provisions that allow a jurisdiction to fulfill 25 percent of its sites requirement with existing housing units through acquisition/rehabilitation, affordability covenants on existing market rate rental housing, and preservation of at-risk multi-family rental housing. We will also explore these opportunities for Rosemead. The Housing Opportunities section in addition to the land inventory will include a list of local, regional, State and federal resources that are available to the City to increase the number of affordable units available to residents. As part of this analysis, an estimate of the amount of accrual to the Redevelopment Agency Low and Moderate Income Housing Fund during the planning period will be discussed. This analysis will then later inform the Housing Plan and the programs that are developed for the City to meet is remaining RHNA allocation. 5.4 - Energy Conservation Opportunities This task will analyze the opportunities for energy conservation and the potential to implement green practices with respect to residential development. As new development occurs, there is great potential to ensure that construction is energy efficient and sustainable. In this section of the draft Housing Element we will address Senate Bill 375, which links transportation planning and funding to general land use planning and the California Environmental Quality Act (CEQA). 16 December 2008 EMS Scope of Work 0 Meetings One (1) meeting/conference call with City Staff to review the draft Technical Background Report Work Products One (1) electronic/digital copy and seven (7) hard copies of the draft Background Technical Report, including the appropriate maps, tables, and exhibits Task 6 - Draft Housing Plan Based on the prior Housing Element Progress Report and the Background Technical Report, a draft Housing Plan and Implementation Program will be developed. Within the Housing Plan there are several issues unique to the City that will be addressed. These issues include, but are not limited to high land costs, the lack of vacant residentially zoned land in the City and the desire to maintain the character of the City while providing affordable housing opportunities. 6.1 - Goals, Policies, and Quantified Objectives The draft Housing Plan will state the City's goals, policies, and quantified objectives relative to the maintenance, preservation, improvement, and development of housing. The recommended plan will aim to achieve compliance with state housing law as well as with the specific concerns identified by the City. The draft Housing Plan will provide a schedule of actions including preliminary goals and policies required to achieve the comprehensive goals and objectives defined in the Housing Element. In support of the Housing Plan, a Quantified Objectives section will then provide, by income level, a recommendation on the amount of construction, rehabilitation and conservation of housing units that should take place in the upcoming planning period. Hogle-Ireland, Inc. City of Rosemead Housing Element Proposal 17 o ■ 6.2 - Implementation Program Specific programs to be implemented throughout the planning period will be described in detail in an Implementation Program. To make adequate provision for the housing needs of all economic segments of the community, the Implementation Program shall address all of the following components: ■ Identify adequate sites which will be made available through appropriate zoning and development standards and with services and facilities needed to facilitate and encourage the development of a variety of types of housing for all income levels. ■ Assist in the development of adequate housing to meet the needs of extremely low-, very low-, low-, and moderate-income households. ■ Address and, where appropriate and legally possible, remove governmental constraints to the maintenance, improvement, and development of housing. ■ Conserve and improve the condition of the existing affordable housing stock. ■ Promote housing opportunities for all persons regardless of race, religion, sex, marital status, ancestry, national origin, color, familial status, or disability. ■ Preserve for lower income households the assisted housing developments at-risk of conversion to market rate housing (if such exist). As appropriate, specific objectives by income group will be included in each program description. The draft Housing Plan will identify the departments and officials responsible for the implementation of the various actions and the means by which consistency will be achieved with other General Plan elements and community goals. 113 December 2008 DO Scoi)e of Work E 6.3- Administrative Draft Housing Element The Administrative Draft Housing Element will be submitted to City staff for review and comment prior to release to the Planning Commission and City Council. We will prepare a draft of the Housing Element executive summary report for City staff review. In preparing the draft Housing Element, Hogle-Ireland will ensure that the update is consistent with the City's Zoning Map and the City's recently completed General Plan elements and land use map. Meetings ■ Two (2) meetings and/or conference calls with City staff to review the Draft Housing Plan, Implementation Program and Administrative Draft Element Work Products ■ Seven (7) hard copies and one (1) electronic/digital copy of the Administrative Draft Housing Element including appropriate tables, maps, and exhibits Task 7 - Prepare Draft Housing Element 7.1 - Community Workshop to Review Administrative Draft Housing Element The format we envision for the second community workshop is a joint study session with the Planning Commission and City Council. The meeting is typically open to the public and provides an open forum for residents to discuss housing needs in Rosemead. If a joint workshop is not feasible, then a workshop is suggested during a regularly scheduled Planning Commission or City Council meeting. The Administrative Draft Housing Element will be presented to the City Council around the end of February 2009. As noted in Task 4.1, outreach efforts for community workshops include personal invitations to affordable housing developers, special needs communities (low-income, disabled, elderly, and families), social services providers, and non-profit organizations focused on housing, and other groups the City indicates are Hogle-Ireland, Inc. City of Rosemead Housing Element Proposal 19 510 ■ appropriate. At the workshop, we will provide a summary in the appropriate languages of the Administrative Draft Housing Element, Rosemead's identified housing needs, and the proposed strategies to address those needs. The public and decision makers will be asked to review and provide feedback on the information. Meetings ■ One (1) Planning Commission and City Council joint study session/community workshop Work Products ■ Seven (7) hard copies, one (1) unbound reproducible copy and one (1) electronic copy of the public Draft Housing Element ■ Materials for the study session (including public notices, Staff Report, PowerPoint presentation, exhibits, and visual aids) ■ Memorandum summarizing input received from the study session 7.2 - Draft Housing Element Following the community workshop, Hogle-Ireland will meet with staff to review the public comments and direction from decision makers. Based on input provided, a Draft Housing Element for submittal to HCD will be prepared. Meetings ■ One (1) meetings and/or conference calls with City staff to review the Draft Housing Element Work Products ■ One (1) hard copy and one (1) electronic copy of the revised version of the Draft Housing Element with public comments incorporated to be sent to HCD 20 December 2008 EIKI Scone of Work N 7.3 - HCD Coordination Following the mandatory review period, HCD will transmit its findings to the City. The findings will be in the form of suggestions on what changes and additions need to be made to the Draft in order for HCD to find that the Housing Element is in compliance with State law. Hogle-Ireland will serve as the City's liaison with HCD responding to their comments and will additionally be responsible for the following tasks: ■ A summary of each HCD comment in the form of the actions that need to be taken ■ Development of draft analysis and narratives to address each comment ■ Review by City staff of the draft responses to HCD review comments ■ Transmittal of the responses to HCD for additional review and comment During the course of completing this task, coordination with the HCD reviewer will be continuously maintained. If appropriate, the City at this stage may request that HCD conduct a site visit. Because we cannot anticipate the depth and scope of the comments HCD will offer, nor the time required to effectively negotiate a position acceptable to the City, we have provided an allowance for this task in the program budget. If additional effort is required beyond this allowance, we will bill for additional work on a reimbursable basis with authorization from the City Manager. Our scope assumes that we will be able to reach resolution on all issues, allowing work to move forward with preparation of the public hearing Draft Housing Element. Meetings Up to three (3) meetings and/or conference calls with SCAG/HCD regarding the Housing Element (may carry over into Task 10.1) Work Products ■ Memorandum summarizing responses to HCD comments Hogle-Ireland, Inc. City of Rosemead Housing Element Proposal 21 ■ Task 8 - Housing Element CEQA Documentation 8.1 - CEQA Completion (Initial Study/MND) During the HCD 60-day review period, Hogle-Ireland will prepare required environmental documentation per the California Environmental Quality Act (CEQA). Per CEQA, adoption of or an amendment to the Housing Element is considered a "project." Thus, environmental review will be required as part of this assignment. For almost all of the jurisdictions for which our team has prepared Housing Elements, we have also completed the CEQA documentation, and in most circumstances, that documentation consisted of an Initial Study (IS) leading to adoption of either a Negative Declaration (ND) or Mitigated Negative Declaration (MND). Typically, because housing programs are consistent with adopted land use policy (for which thorough environmental analysis was previously conducted) and/or do not propose actions that will result in physical changes to the environment, a Negative Declaration or Mitigated Negative Declaration is appropriate. As the City's General Plan update was completed earlier this year and included CEQA documentation it is likely that the studies and determinations from the General Plan update can be carried over to the Housing Element update. We have budgeted for CEQA compliance assuming this level of review. We will prepare a preliminary draft Initial Study for City staff review. Upon receiving staffs comments, we will prepare a Draft Initial Study/ (Mitigated) Negative Declaration for public circulation and review. Our budget assumes that City staff will be responsible for distribution per CEQA requirements. At the conclusion of the 30-day public review, response to comments will be prepared, constituting the Final (Mitigated) Negative Declaration. Our budget provides an allowance for responding to any comments received. Any additional time required beyond this allowance will be billed on a reimbursable basis. If necessary, a Mitigation Monitoring Program with appropriate mitigation measures will accompany the Final (Mitigated) Negative Declaration. This documentation will be brought before the City Council for review and adoption. 22 December 2008 Scope of Work 0 The City will be responsible for all noticing and distribution of CEQA documents, as well as required filings. If requested, Hogle- Ireland will file the Notice of Determination (NOD) with the County of Los Angeles following the adoption of the Housing Element by the City Council. The City will be responsible for paying all required fees. Additionally, as per Senate Bill 18 (SB 18), the City will be required to consult with interested Native American tribes as part of the Housing Element Update process. SB 18 requires that this be a City-driven process, but Hogle-Ireland staff will assist City staff with the consultation. This process is accounted for within the proposed budget. Work Products ■ One (1) unbound reproducible copy, one (1) electronic and seven (7) hard copies Administrative Draft Initial Study/(Mitigated) Negative Declaration ■ Initial Study/(Mitigated) Negative Declaration for public circulation ■ One (1) unbound reproducible copy, one (1) electronic and fourteen (14) hard copies of the Final (Mitigated) Negative Declaration ■ Mitigation Monitoring and Reporting Program (if required) ■ Notice of Determination Task 9 - Public Hearings & Adoption 9.1 - Housing Element Adoption Hogle-Ireland staff will be available to attend public hearings for the certification of the Final (Mitigated) Negative Declaration and adoption of the updated Housing Element. Public hearings will include the community as well as housing stakeholders as indicated by City staff for discussion on the document. Our budget includes an allowance to cover four (4) hearings. Hogle-Ireland will be available to attend additional hearings on a time-and-materials basis. Hogle-Ireland, Inc. City of Rosemead Housing Element Proposal 23 ■ Meetings ■ Two (2) Planning Commission Hearing ■ Two (2) City Council Hearing Work Products Materials for Public Hearings (including public notices, Staff Report, PowerPoint presentation, exhibits, and visual aids) ■ One (1) unbound reproducible hard copy, one (1) electronic copy, and fourteen (14) bound hard copies of each final report summarizing pertinent discussion issues from each meeting Task 10 - Final Housing Element 10.1 - State Certification Following the final City Council hearing, Hogle-Ireland will prepare a final version of the Housing Element to incorporate directives of the City Council and any changes to the draft required by HCD and City staff and officials, for adoption and transmittal to the State. Project completion is anticipated to occur by August 14, 2009. If any further negotiations with HCD are required at this stage for certification, Hogle-Ireland will follow through with assisting the City in achieving State certification of the Housing Element after adoption. Our scope and budget provide for HCD coordination as an allowance, as the scope of the revisions cannot be wholly anticipated at this time. Work Products One (1) unbound reproducible hard copy, seven (7) bound hard copies, one (1) electronic copy in PDF format and one (1) electronic copy in Word format of the Final Housing Element including the appropriate graphics, tables, maps, and exhibits 24 December 2008 of Work 0 10.2 - Continued HCD Coordination (as needed) As necessary, Hogle-Ireland will continue to coordinate with HCD to accomplish a certified Housing Element. As mentioned previously in Task 7.3 Hogle-Ireland cannot anticipate the depth and scope of the comments HCD will offer, nor the time required to effectively negotiate a position acceptable to the City, therefore we have provided an allowance for this task in the program budget. If additional effort is required beyond this allowance, we will bill for additional work on a reimbursable basis after receiving authorization from the City Manager. Hogle-Ireland, Inc. City of Rosemead Housing Element Proposal 25 LED IMEJ ■ Planning in Motion Hogle-Ir eland, Inc. 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M U ~ Q J Y i tl M C Y m Y ~ e V F E P C 9 ~ . o tl ~ Y j n O i O n s N n u ~ F > V c_ Z ~ ~ r x C v o~ C o tl E c q fi~ ~ ~ E c E N ~ " o ~ 2 C w o ' c ~ . r J ~ ~ ~ u u ~ D ~ c ,6 v ~ ~ a O T c s 'a C c c ~ 2 " ' by c U ? c ~ ~ E v o 00 c 'D a 'a L x v e c e ¢ w U y ~ E E ~ ~ ~G u ; a ~ v j cn . f3 ' ' v u ❑ " v o w ~ ~ a " E y y N E E ~ o o ~ ~ ~ S 9 x ~ E C' x ° x x ~ ~ N d v E c 5 ~ d ~ ~ ' y ` a Y C x w . T ¢ S z z w q l7 ~ a u 0 x 'S u a x , ~ ~ 1 X - N rl N N~ rm N ~ C N R ~ ~ V1 N in M in P in ~ b N b M b~ ri ry ri M ri~ ro~ ~ O+ y O O F' r n r d r e r a : r a r n r n r a c r s r r z Q1 N E N E m w m m E N O s C a~ N d ~~j 0 n m 3 Q m N O O 00 1 m ~ Sv 7 0 ~ Q I N w N r m co m m Planning 0 in Motion Hogle-Ireland, Inc. Qualifications Hogle-Ireland, Inc. is a California corporation and has been in business since January of 1988. Our corporate office is located in the City of Irvine, with additional full service offices in Riverside, Palm Springs, and Pasadena. We have approximately 100 professional-level planners on staff, many of whom have city staff planning experience. We can address virtually any type of planning or community development project a client may have because of the extensive and varied experience of our staff. Hogle-Ireland has a high level of expertise in working with city staff and regulatory/discretionary processes. This expertise and knowledge allows us to readily understand and respond to the City of Rosemead's needs. We are uniquely qualified to assist in the update and development of General Plans and Plan Elements, Zoning Codes, Specific Plans, and other planning documents because of the background and professional experience of the partners and staff. The partners of the firm bring extensive and varied experience as former Community Development Directors for California cities. Eight members of the firm have served in Community Development/Planning Director positions, and all our senior level personnel have served in managerial positions in planning departments, redevelopment agencies, public works departments, building departments, and housing authorities. Our staff understands city planning processes and is familiar with the unique challenges of Rosemead due to our extensive involvement in projects with the City. The partners of Hogle-Ireland, Inc. are Larry K. Hogle, Paul J. Ireland, Pamela Steele, and Mike Thiele. Larry Hogle is the founding partner and served as Community Development Director for both Oxnard and Irvine prior to founding the firm. Paul Ireland served as the Community Development Director for the City of Fontana and Planning Manager for the City of Irvine prior to joining City of Rosemead Housing Element Proposal 31 ■ Mr. Hogle in the creation of Hogle-Ireland, Inc. Pamela Steele has been with Hogle-Ireland for 16 years, coming from the Community Development Department at the City of Fontana. Mike Thiele served as Community Development Director for the City of Davis prior to joining the firm. Commitment For the Rosemead Housing Element update program, we have assembled a team of professionals who are fully committed to complete this assignment. Hogle-Ireland's team leaders - Project Advisor Laura Stetson, Project Manager Alexa Wyneken, and Technical Advisor Lisa Brownfield - are all senior-level staff at the firm who will remain responsible for overall project management and strategy, direction of Hogle-Ireland staff, all community engagement tasks, and interface with City staff and decision makers. Ms. Wyneken will devote approximately 30 percent of her time to this project, while Ms. Stetson and Ms. Brownfield will devote approximately 15 percent of their time to this project. Derek Bingham and Sarah McKearnan will play a key role as staff planners for the Housing Element Update and will each devote approximately 50 percent of their time to this project or more if necessary to meet the June 1, 2009 deadline. Mr. Kain will be available on an as needed basis to provide any GIS and graphic support required for the project. We understand that it is vital to the completion of the Housing Element update to have adequate staff available to complete the project. Hogle-Ireland will ensure that sufficient personnel are available to meet each task deadline and complete the overall project on time. Key Personnel The City of Rosemead Housing Element update will be directed by staff in both our Irvine office and Pasadena office. Alexa Wyneken, with more than nine years of professional planning experience in the public and private sectors will serve as project manager, overseeing work on both the Housing Element and CEQA documentation. Laura Stetson, AICP will serve as Project Advisor for the Housing Element update, focusing on the overall management and community relations aspect as needed. Lisa 32 December 2008 EIM lifications and Personnel N Brownfield will serve as Technical Advisor for the Housing Element Update offering her extensive knowledge of the City gained from her recent involvement with the City of Rosemead General Plan Update and EIR. Ms. Brownfield's knowledge of the issues and concerns facing Rosemead will provide crucial input to ensure appropriate housing strategies are more efficiently and effectively evaluated, developed, and implemented. The key personnel to be involved on the project are described below. Ms. Stetson, AICP has more than 20 years of professional planning experience in the public and private sectors. She will serve as project advisor, overseeing work on both the Housing Element and CEQA documentation. In her 20 years of professional planning experience, Ms. Stetson led general plan, zoning code, CEQA, and other planning and environmental assignments for jurisdictions throughout California, including award-winning general plan programs in the cities of Brea and Claremont. Ms. Stetson brings to this assignment a thorough understanding of State planning, housing, and environmental laws; extensive experience working with community groups and decision-making bodies; and attention to quality in all products that Hogle-Ireland produces. Ms. Wyneken will serve as the Project Manager of the Housing Element update, managing the day-to-day project activities. With over nine years of experience, Ms. Wyneken provides a wide range of journey level planning services in both the public and private sectors. She has experience in both current and advance planning, as well as community outreach. Her planning experience includes housing elements updates, general plans, zoning codes, specific plans and coordinating citizen participation programs. She has worked on and managed housing elements and housing- related assignments for many jurisdictions including the cities of West Covina, Murrieta, Perris and Norco. She is well versed in the interpretation of and methods to comply with government codes, policies, and regulations. Hogle-Ireland. Inc. City of Rosemead Housing Element Proposal 33 IME] ■ Ms. Brownfield will serve as technical advisor and contribute her knowledge of Rosemead to assist in preparing a housing element that responds to City leaders, residents and stakeholders' objectives and priorities. Ms. Brownfield has extensive understanding of housing elements, with a history of leading general plan and housing element updates. Recently, Ms. Brownfield managed the City of Rosemead General Plan update, which was completed in October of 2008. Her extensive knowledge of the City acquired during her involvement with the General Plan update will provide valuable input on housing issues that can be addressed in the updated Housing Element through objectives, policies, and implementation measures. Mr. Bingham will serve as planning staff in support of this project. He has worked on a variety of planning assignments including housing elements, general plan updates and specific plans. Recently, he has assisted in preparing several housing element updates for cities in the SCAG region and has prepared required CEQA documentation for these housing elements updates. Ms. McKearnan will also serve as planning staff in support of this project. Ms. McKearnan has two years of public and private sector planning experience working both at the public counter and in housing development. Her planning experience includes housing element updates for the cities of West Covina, Irvine, and Murrieta. She is experienced in performing research for the background technical report and in the development of strategies to meet regional housing goals. 34 December 2008 E191 ualifications and Personnel 0 Mr. Kain will provide Geographic Information Systems (GIs) mapping support for the project. Mr. Kain has over eight years of public and private sector planning experience. He is well versed in the implementation, management, and utilization of information and data management systems for local government use. Mr. Kain's work experience has given him an excellent understanding of the relationship between data management and its importance in achieving service delivery standards for the work of Community Development. Complete resumes of these team members are presented in Section 5. City of Rosemead Housing Element Proposal 35 Hogle-Ireland. Inc. 101 W❑ ■ Planning in Motion This Page Intentionally Left Blank Hogle-Ireland, Inc. 36 December 2008 m NO M E L U 00 w CL i+ d ~ C r N ~ N 0 V 0 O Z .L u d i~ N N C Q 4J N 0 O CC`:C O I J'~~ ~ U O C C O L n c cc N C O cc U .O C 7~ m v E~ ':E C ' y m e E c ° E (U ~ 2 lJ 41 L . m' i. i. DJ .VI N: L N = N Q ` L ' o. a a LA n Q 7 _ CO p • C L 0 ,e w y y, 4 { ; m t U L N 3 O m a E L L L ,C L C bA ~ C.a W ~ V',a U O0 i. C V :(u V v o ` m o ` p a a p Ln r N N N 0 N n (D 3 Q (U N O O W N O O Si v m s 0 m m Resumes r Planning ® in Motion Hogle-Ireland, Inc, mm : s~:` City of Rosemead Housing Element Proposal 39 Planning in Motion Hogle-Ireland, Inc. This Page Intentionally Left Blank 40 December 2008 I it Laura Stetson, AICP Principal 1 Planning fy' ®in Motion Hogle-Ireland, Inc. EDUCATION i 13.S., Stanford University, 1983 Graduate Coursework Public Administration American University YEARS OF EXPERIENCE Professional Experience Ms. Stetson has served as project manager on general plans, zoning codes, specific plans, and special planning studies for diverse cities throughout California. In this capacity, she has worked with advisory committees, commissions, and councils to develop long-range goals, policies, and programs, and to craft the regulatory tools to implement those programs. She has conducted background research for planning, written plan elements, coordinated preparation of plans and related environmental documentation, and presented recommendations to decision-making bodies. She also directs preparation of CEQA documents, either as part of planning programs or to address development projects. 23 Ms. Stetson is in charge of the Hogle-Ireland Pasadena office and is managing projects for a variety of public sector clients. PROFESSIONAL Currently, she is overseeing the Housing Element Update work AFFILIATIONS efforts for the cities of Laguna Woods, Garden Grove, and Rialto. Amercan Planning Association American Institute of Certified Planners Ms. Stetson led a team of specialists to prepare the City of Riverside's key land use regulatory tools: the General Plan, the zoning ordinance, the subdivision ordinance, and citywide Design Guidelines, as well as a Program EIR. The program involved working with many community groups to affirm direction defined through a prior visioning process and economic strategy study. As part of crafting a vision for the City of Claremont that was to be integrated into the General Plan, Ms. Stetson led a multi- layered public involvement program, including working with a 100+ member General Plan Committee with topic-oriented subcommittees. Additional experience includes managing the following projects Zoning EIRs General Plans Codes Manhattan Beach Baldwin Park Raymond Theater Reuse Brea La Puente Del Mar Station Mixed Use Monterey Park La Mirada Palmdale Water District MP Montebello Brea Hillsides Rosedale Planned Community South El Monte Azusa Pasadena Land Use and Mobility City of Rosemead Housing Element Proposal ■ Planning in Motion Hogle-Ireland, Inc. - This Page Intentionally Left Blank 42 December 2008 Lisa A. Brownfield Senior Associate Project Manager Professional Experience Planning ® In Motion Hogle-Ireland, Inc. EDUCATION M.A., Urban Planning, University of California, Los Angeles, 1988 B.S., Urban Planning, California State Polytechnic University, Pomona, 1983 YEARS OF EXPERIENCE 22 PROFESSIONAL AFFILIATIONS American Institute of Certified Planners, 1990 American Planning Association HONORS/PUBLICATIONS/ACTIVITIES American Planning Association, California Chapter, Outstanding Achievement for Large Jurisdiction Planning Effort, City of Los Angeles for the General Plan Framework Ms. Brownfield has more than 20 years of experience in private sector and public sector planning. Her 18 years of project management experience includes leading large consultant teams and city staff; formulating, monitoring, and ensuring compliance with project budgets and schedules; ensuring all technical and presentation materials and products are of the highest quality; envision, creating, and facilitating significant public outreach programs; and presenting technical concepts, plans, and managerial reports to decision-makers, members of the public, and related professionals. In addition to project management expertise, Ms. Brownfield has diverse technical experience. She has prepared all mandatory and many optional elements of general plans; prepared industrial, commercial, and recreation oriented specific plans; conducted special land use, housing, and circulation studies; reviewed and amended zoning and development codes; and conducted and prepared many environmental reviews and analyses. Ms. Brownfield served as a Project Manager for the comprehensive update of the City of Rosemead General Plan. Her experience on the General Plan has provided her with an intimate knowledge of the community groups, development issues and major resident concerns that are present in the City. She also served as the Project Manager for the comprehensive Master EIR prepared for the Westlake Village General Plan. As project manager, she ensured that the plan was self-mitigating. A mitigation monitoring plan and a statement of overriding considerations were prepared for air quality impacts. Additional experience includes: • Functioning as the Project Manager for the City of Ontario, Sphere of Influence Specific Plan CA, and EIR Provision of staff services for the City of Azusa Rosedale Residential Development Project. For this project, she analyzed site and specific plans, provided third-party review of the EIR, participated in Development Agreement negotiations, conducted outreach sessions, and participated in project mediation between City and developer team members. City of Rosemead Housing Element Proposal --r ^ 43 w❑ N ® Planning in Motion Hogle-Ireland, Inc. This Page Intentionally Left Blank 44 December 2008 Alexa K. Wyneken Project Manager ® Planning in Motion Hogle-Ireland, Inc. EDUCATION M.A., Public Policy &t'Administration, California State University, Long Bea,:h B.A., Geography, California State University, Long Beach YEARS OF EXPERIENCE PROFESSIONAL AFFILIATIONS American Planning Association (Al Urban Land Institute (ULI) Professional Experience Ms. Wyneken has extensive public and private sector planning experience. She is experienced in both current and advance planning, as well as community outreach. She has managed and been directly involved in updating general plans, zoning codes, specific plans and coordinating citizen participation programs. She is well versed in the interpretation of and methods to comply with government codes, policies and regulations. Ms. Wyneken possesses strong interpersonal skills that have been developed through direct involvement with elected and appointed public officials. Ms. Wyenken leads a team of planners primarily assigned to advance planning projects such as housing elements, general plans, and specific plans. Projects that she has been responsible for include: • City of Perris General Plan and EIR • City of Murrieta General Plan • Specific Plans in the City of Chino Hills • A mixed use Specific Plan in the City of Highland • An 85-acre transit-oriented development (Metro Gold Line extension) in the City of Monrovia • A 75-acre mixed-use Specific Plan in the County of Mendocino • The management of several large-scale specific plans for the cities of Orange and Perris She has managed Housing Element updates for: • City of West Covina • City of Murrieta • City of Perris • City of Norco Ms. Wyneken also has extensive experience with the Western Riverside Council of Governments in Riverside California. City of Rosemead Housing Element Proposal . ^ 45 D ■ Planning in Motion Hogle-Ireland, Inc. - This Page Intentionally Left Blank 46 December 2008 Robert Kain Project Manager Community Design & GIS Professional Experience ` Planning ® in Motion EDUCATION Hogle-Ireland, Inc. B.S., Urban and Regional Planning, Califomia state Polytechnic University, Pomona A.A., Architectural Drafting Technology, Palomar College, San Marcos YEARS OF EXPERIENCE to Mr. Kain has extensive public and private sector planning experience. He is well versed in the implementation, management, and utilization of information and data management systems for local government use. He is highly adept at building, implementing, and managing enterprise-wide Geographic Information Systems utilizing ArcView GIS with the ability to integrate various databases and applications from various sources for analysis. Mr. Kain's work experience has given him an excellent understanding of the relationship between data management and its importance in achieving service delivery standards for the work of the Community Development and Public Works Departments. Hogle-Ireland Inc. - Senior Associate Project Manager: PROFESSIONAL Mr. Kain manages Hogle-Ireland's CIS and Data Management AFFILIATIONS section, overseeing the creation and maintenance of geodatabases and feature sets used for project analysis and American Planning Association (APA) client deliverables. He has developed a Land Use and Zoning geodatabase which is being utilized to identify land-use conflicts and areas of nonconforming development. Prior to joining Hogle-Ireland, Inc., Mr. Kain served in the following public agency positions: • City of Dana Point - Permit Coordinator: Mr. Kain was responsible for planning, implementing, and overseeing the enterprise-wide development data management program for the issuance and tracking of planning, building, and engineering permits and projects. He managed the City's Geodatabases: including the development, implementation, operation, performance, and maintenance of the City's enterprise-wide Geographic Information System. He was also responsible for maintenance of the City's Policy maps and associated layers. • City of Newport Beach - Assistant Planner: Mr. Kain's responsibilities included the management of residential and commercial projects. He supported the GIS efforts of the Planning Department and was responsible for maintaining the department's geo-databases and policy maps. He also was responsible for developing GIS based land-use and demographics databases which were used as the basis for the City's traffic model update and Councilmatic redistricting program. City of Rosemead Housing Element Proposal, ^ 47 ■ Planning ® in Motion Hogle-Ireland, Inc. - This Page Intentionally Left Blank 48 December 2008 Professional Experience Derek Bingham has public agency planning experience at the Planning public counter and in processing application submittals. He is In Motion experienced in reviewing architectural plans, performing Inc. research, and in preparing staff reports. Rle-Ireland, He is working on a team preparing Housing Elements for EDUCATION General Plans including those for: B.S. Cum Laude, Urban and Regional Planning, California State Polytechnic University, Pomona PROFESSIONAL AFFILIATIONS American Planning Association (ARA) Derek Bingham Assistant Project Manager ll • Murrieta • Norco • Perris City of Rosemead Housing Element Proposal 9 ■ Planning in Motion This Page Intentionally Left Blank Hogle-Ireland, Inc. 50 December 2008 ❑ Sarah McKearnan Assistant Project Manager 1 Professional Experience ' Ms. McKearnan is assigned a variety of projects, ganging from PROFESSIONAL AFFILIATIONS Planning providing assistance on general plan updates, housing element ® in Motion updates, specific plan preparation, and zoning ordinance EDUCATION Hogle•Ireland, Inc. preparation to providing contract planning services to public 1I agencies. Masil rs Urban and Regional Planning, University of Sarah also has experience in: Caliriirnia, Irvine n Bachelor of Arts, Macales[er College, St. Paul, ° Organization and development of databases Minnesota ° Data collection and analysis Coordination of community outreach meetings American Planning Association (APA) City of Rosemead Housing Element Proposal ^ ^ 51 HE] ■ ® Planning in Motion Hogle-Ireland, Inc. This Page Intentionally Left Blank 52 December 2008 Experiences and References In this section, we present examples of current and previous projects that demonstrate our experience and capabilities regarding housing elements. We also include the names of current and previous clients who may be contacted regarding our work. The services for the project will be performed out of our Irvine office. La Puente is a suburban city located in Los Angeles County. The City faces challenges with a high cost of living, specifically in regard to housing prices. This issue has required attention in their current Housing Element update in an effort to meet their RHNA allocation, and ensure that a variety of housing opportunities are available for residents of all income levels. Recently, the La Puente Housing Element has been certified by HCD and is one of only ten housing element attaining State certification in the SCAG region so far. The awarded contract value was $169,560, which included both an update to the Housing Element and Zoning Code. The value of the contract awarded for the Housing Element Update component was approximately $70,000. Currently, Laura Stetson, Diana Gonzalez, and Genevieve Sharrow are working collaboratively on this update. Laura Stetson provided project management and technical assistance while Diana Gonzalez and Genevieve Sharrow provided support in writing and preparing the document. Contact: Guillermo Arreola, City Planner 15900 E. Main Street La Puente, CA 91744 (626) 855-1500 Email: garreola@lapuente.org Irmi Planning in Motion Hogle-Ireland, Inc. City of Rosemead Housing Element Proposal 53 ME] ■ Located east of downtown Los Angeles, West Covina is a community with limited vacant land available that can be utilized for its RHNA allocation. Therefore, Hogle-Ireland is working closely with the City staff to address this issue through innovative programs and policies that would allow for the creation of affordable units. Hogle-Ireland is also working with several City departments including Planning, Housing and the Redevelopment Agency to review the current programs and policies in place to ensure that a realistic and economical Housing Plan is created. The value of the contract awarded for this update was $71,930. Currently, Alexa Wyneken is the project manager and Sarah McKearnan provides support in preparing the document. Contact: Fabiola Wong, Senior Planner 1444 West Garvey Avenue P.O. Box 1440 West Covina, CA 91793 (626) 939-8422 Email: fabiola.wong@westcovina.org The City of Baldwin Park is located in Los Angeles County. Hogle- Ireland has worked closely with the City to address the housing needs of residents and the requirements of the State while simultaneously maintaining the character of the City. A full draft has been completed and is currently in review by HCD. The value of the contract awarded for this update was $66,530. Currently, Laura Stetson, Diana Gonzalez, and Genevieve Sharrow are working collaboratively on this update. Laura Stetson provided project management and technical assistance while Diana Gonzalez and Genevieve Sharrow provided support in writing and preparing the document. Contact: Amy Harbin, City Planner 14403 E. Pacific Avenue Baldwin Park, CA 91706 (626) 960-4011 x475 Email: aharbin@baldwinpark.com 54 December 2008 EIR riences and References 0 City of Monterey An important aspect of the City's Housing Element was the construction and conservation of existing affordable housing, and provision of housing assistance to help residents find decent housing. Through a collaborative planning process with residents, community groups, and City staff, the element indicates actions City leaders will take to achieve diversity of housing in its many forms (density, income status of residents, special needs of groups such as the elderly or disabled). The Monterey Park Housing Element update is currently in review by HCD. The value of the contract awarded for this update was $155,265. The contract involves extensive GIS work to produce maps and data, plus additional outreach tasks and support. Currently, Laura Stetson, Diana Gonzalez, and Genevieve Sharrow are working collaboratively on this update. Laura Stetson provided project management and technical assistance while Diana Gonzalez and Genevieve Sharrow provided support in writing and preparing the document. Contact: Jim Basham, Planning Manager 320 W. Newmark Avenue Monterey Park, CA 91754 (626) 307-1463 Email: JBasham@MontereyPark.ca.gov Murrieta is a rapidly developing community located in southwestern Riverside County. Due to its location many of the City's residents commute a range of distances to work throughout southern California. Hogle-Ireland has worked closely with City staff to ensure that an appropriate jobs-housing balance is achieved and that the needs of workforce residents living in the City are met. The Murrieta Housing Element update is currently underway. The value of the contract awarded for this update was $71,070. Currently, Alexa Wyneken is the project manager while Derek Bingham and Sarah McKearnan provide support in preparing the document. Contact: Jim Mackenzie, Senior Planner One Town Square 24601 Jefferson Avenue Murrieta, CA 92562 (951) 461-6064 Email: JMackenzie@murrieta.org Hogle-Ireland, Inc. City of Rosemead Housing Element Proposal 55 0 ■ Hogle-Ireland, Inc. updated the City of Alhambra's 2008-2014 Housing Element. Through the update process, several key areas in the City were identified as ideal locations for future housing opportunities. In addition, the update provided several opportunities to create new residential uses through infill development and reuse of existing land uses. The City is in the process of obtaining certification from HCD. The value of the contract awarded for this update was $63,740. Currently, Laura Stetson, Diana Gonzalez, and Genevieve Sharrow are working collaboratively on this update. Laura Stetson provided project management and technical assistance while Diana Gonzalez and Genevieve Sharrow provided support in writing and preparing the document. Contact: Michael Martin, Community Development Director 111 South First Street Alhambra. CA 91801 (626) 570-5041 Email: m.martin@cityofalhambra.org Hogle-Ireland, Inc. is currently under contract with the City of Montebello to prepare an update to the Housing Element for the 2008-2014 cycle, which is part of the Comprehensive General Plan Update. The housing element is currently being reviewed by HCD. The value of the contract awarded for this update was $263,080. This value reflects the total not- to-exceed amount for both the Comprehensive General Plan Update and Update to the Zoning Code. The value of the contract awarded for the Housing Element Update component was approximately $65,000. Laura Stetson and Diana Gonzalez are working collaboratively on this update. Currently, Laura Stetson, Diana Gonzalez, and Genevieve Sharrow are working collaboratively on this update. Laura Stetson provided project management and technical assistance while Diana Gonzalez and Genevieve Sharrow provided support in writing and preparing the document. Contact: Michael Huntley, Planning Manager 1600 W. Beverly Blvd. Montebello, CA 90640 (323) 887-1386 Email: mhuntley@cityofmontebello.com 56 December 2008