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Home My WebLink About06 HSNG ELEM PREP 10-04-99NO. 6 10-4-99 DATE: OCTOBER 4, 1999 Inter- TO' FROM' SUBJECT: WILLIAM A. HUSTON, CITY MANAGER COMMUNITY DEVELOPMENT DEPARTMENT AWARD OF CONTRACT FOR HOUSING ELEMENT PREPARATION SUMMARY: The City of Tustin is required by State law to prepare an update to the Housing Element to include strategies to promote the availability and affordability of housing. Staff is recommending the use ora consultant to prepare the Housing Element update. RECOMMENDATION That the City Council authorize the Community Development Director to enter into a contract with The Planning Center for preparation of the mandated 1998-2005 City of Tustin Housing Element. FISCAL IMPACT The cost estimate for all tasks associated with the preparation of the City's Housing Element update is $29,085. The Fiscal Year 99-00 budget allocated $12,000 for the Element preparation. The additional $17,085, to cover the expense of hiring a consultant to prepare, the Housing Element, will be taken from the Community Development Department operating budget. DISCUSSION Tustin is part of the Southern California Association of Government (SCAG) region. Each city in the region is required to update the Housing Element of the General Plan by June 30, 2000, to cover the planning period between 1998-2005. Failure to update the Housing Element could result in loss of state funding and potential lawsuits. The City last updated the Housing Element in 1994, as part of the Comprehensive General Plan update. The 1994 Element covered the planning period between 1989- 1994 and was certified by the State Department of Housing and Community Development as meeting the requirement of State law. State law establishes a five- year cycle regulating Housing Element updates. The five year cycle was interrupted for several years due to lack of State funding to prepare the Regional Housing Needs Assessment which is a component of each Housing Element. City Council Report Award of Contract for Housing Element Preparation October 4, 1999 Page 2 On August 5, 1999, the Community Development Department sent Requests for Proposals (RFP) to prepare an update of City of Tustin Housing Element to fifteen consulting firms. Consultants were required to submit a proposal to the City by September 1, 1999. Two proposals were received. A team comprised of the Community Development Director, Assistant Community Development Director, Redevelopment Agency Senior Project Manager, Acting Senior Planner, and an Associate Planner evaluated the proposals. Based on the firms experience, city references, thoroughness of project tasks, qualifications of consultant's staff and reasonableness of schedule, the staff recommends that the contract be awarded to The Planning Center. Assistant Director of Community Development Department Elizabeth A. Binsack Director of Community Development Exhibits: The Planning Center proposal City of Tustin Request for Proposals REQUEST FOR PROPOSALS · HOUSING ELEMENT .. The City' of Tustin is seeking proposals from qualified consulting firms to update the City's Housing Element. Under direction from. the Community Development Director, the consulting firm is expected to. perform responsible,, professional work' in the research, compilation, and pr. eparation of a draft and final Housing Element report, to be submitted to the State Department of Housing and Community Development for review by June 30, 2000. INTRODUCTION The City of Tustin is located in central Orange County and encompasses an area of 11.02 square miles. Tustin is a general law city with a population of 66,834 and 24,531 housing units (1999 DOF estimates). The City's 1994 adopted Housing Element was submitted and approved by HCD. In the five years sinCe adoption of the 1994 Housing Element, Tustin has realized a 10 percent growth in population and 12 percent growth in housing units (1999 DOF estimstes). II. SCOPE OF WORK Ao The project consists of: An update to the City's 1994 Housing Element to cover the planning period between 1998-2005, preparation of an internally consistent and legally defensible document, meeting ali State and Federal mandates and housing planning requirements and preparation of appropriate environmental documentation. Bo The City of Tustin Redevelopment Agency has prepared a preliminary Scope of Work for the preparation of the Comprehensive Housing Affordability Strategy (CHAS) and the 1999 Tustin Redevelopment Agency Implementation Plan. These documents will be prepared by others and are anticipated to be completed by November 1999. Much of the data, statistics and analysis necessary for the Housing Element will be provided in these documents, permitting the Housing Element consultant to incorporate this information, it will be the responsibility of the selected Housing Element consultant to review the CHAS and Implementation Plan information and identify the need for augmentation of data. The augmented data will be the responsibility of the Housing Element consultant. The Housing Element consultant may also need to coordinate with the consulting entities preparing the CHAS and Implementation Plan. Request for Proposals Housing Element Page 2 A copy of the Preliminary Scope of Work for the CHAS and Implementation Plan is attached to this RFP to assist you in identifying additional services necessary to augment the provided data and for preparing your proposal and project budget. Co Research and compilation of statistics and data not included in the CHAS and Implementation Plan documents that will be the responsibility of the consultant: 111. MCAS, Tustin Reuse Plan · Analysis of existing and projected regional housing needs · Analysis of opportunities for energy conservation · Analysis of the relationship of zoning and public facilities and services to sites suitable for residential development · Review and update the Policies, Goals and Implementation Programs in the 1994 Housing Element .and access the success of the 1994 Policies, Goals and Programs · Develop a 5-year program to implement policies and goals D. Prepare appropriate environmental documentation. E. Prepare a Citizen Participation Program. Fo Analyze data, complete supporting documentation, and prepare text to present a housing element in draft form to the Tustin Planning Commission and City Council and in final form to HCD. PROJECT MANAGEMENT The selected consulting firm shall designate a project manager. The project manager assigned to this project should have past experience in the preparation of Housing Elements. This individual shall have overall responsibility for completing all elements of this scope of work in accordance with the proposed project schedule. The specific tasks assigned to this individual include, but are not limited to, the following: 1. Manaoement. Management and supervision of the consultant team. . Coordination with the City. The project team should ensure that City policies, procedures and any applicable codes are complied with and, where applicable, are incorporated into the Housing Element. Request for Proposals Housing Element Page 3 . HCD Comoliance. Ensuring that the Housing Element meets the requirements of the State Department of Housing and Community Development requirements and procedures. . Screencheck Process. The City requires complete draft documents to be submitted to the City for screencheck review by various City departments. The City shall receive three (3) copies of the screencheck Housing Element. . Cooies of the Draft Housina Element. The City shall receive ten (10) copies of the draft Housing Element. .6. Resoonse to Comments. The consultant shall be responsible for making all revisions to the draft document(s) as necessary for final approval. Cooies of the Final Housine Element. The City shall receive ten (10) copies of the final Housing Element. The City shall also receive a reproducible copy and electronic copy, compatible with the City's computer infrastructure. . Public Meetines. Members of the consultant team shall be required to attend all pertinent community meetings and public hearings, within the scope of work for the project. The method of payment shall be based upon the process delineated with the following milestones: 10% 30% 20% 20% 15% 5% Contract Award Screencheck Draft Housing Element submitted to the City of Tustin Draft Housing .Element submitted to City for final review Draft Housing Element presented before Planning Commission and City Council Final Housing Element completed Completion of contract services The City reserves the right to adjust payment for those tasks not completed within the timeframes identified in the project schedule, including unanticipated document revisions. Request for Proposal Housing Element Page 4 IV. SELECTION CRITERIA A committee composed of City staff will screen proposals. scheduled to help facilitate selection of the consultant. The following criteria shall be used for consultant selection: V~ An oral interview may be A. Quality of the proposal: Completeness and.responsiveness to the Request for Proposals. B. Cost related to the level of work proposed and :meeting the project schedule. C. Professional qualifications and capability of the firm, personnel and subconsultants (if any). D. The ability of the firm to commit the personnel necessary to complete the job in the desired time frame. Past experience of the project manager to succes, sfully manage the team and any subconsultants will be considered. E. Experience with Housing Element preParation and previous work with the State Department of Housing and Community Development. F. Quality of references and the results of reference checks as determined appropriate. G.' Overall quality of proposal including clarity of content and professional presentation. H. Demonstration of a clear understanding of the project. GENERAL INFORMATION A. The City will furnish relevant information in its possession for preparation of the Housing Element and/or technical reports at the consultant's request. B. The consultant shall be responsible for retaining the data, records, and documentation for the preparation of the Housing Element. Request for Proposals Housing Element Page 5 VI. C. This Request for Proposals does not commit the City to pay any costs incurred in the preparation of a response. The City reserves the right to accept or reject the combined or separate components of this proposal in part or in its entirety. D. The City reserves the right to accept or reject any and all proposals. Bo All data, documents, and other products used or developed during the preparation of the Housing Element will become the property of the City upon completion of the project or upon termination of the contract. Similarly, all responses to the Request for Proposals shall become the property of the City. Applicants who wish to retrieve documents submitted as part of this RFP may do so after the selection is made. Fo The City reserves the right to reject and replace any and all team members and subcontractors, and .reserves the right to approve all subcontractor changes. SUBMITTING pROpOSALS ko Organization of the Proposal The proposal should be concise and to the point. The following outline contains the minimum, mandatory items of information: · Introduction. This section shall consist of an introduction to the proposal. Present your understanding of the project and the general methodology to be used. If this is a joint venture, indicate who will be the principal consultant, and identify any and all support consultants. It is preferred that the principal consultant has worked previously with sub-consultants. o Firm and Personnel Experience. A profile of the firm's experience in managing projects similar in nature to the proposal should be presented. Similar information should be provided for each joint venture firm, if any. The project manager must be identified and their personal experience described, as well as that of other key personnel. 3. Previous Work Products· Identification of previous General Plan or Housing Element projects. 4. References. List of agencies and contact persons for whom you have performed similar projects. Request for Proposals Housing Element Page 6 B. · . , Fees. The consultant shall submit to the City the firm's lump sum fee for the project, in addition to a line item scope of work/tasks, with associated costs. o Schedule. Provide a project schedule, which identifies all work tasks, meetings and hearings; and indicate firm's commitment to adhere to the project schedule. o The proposal shall be signed by an official authorized to bind the firm and shall contain a statement to the effect that the fee proposed is valid for at least 90 days. . Submittals which do not' adhere to the parameters outlined in this REQUEST FOR PROPOSALS will be scored down unless the consultant can provide satisfactory justification addressing any exception to the parameters set forth above. Submittal of the Prooosal Five copies of the proposal are required. Ail proposals must be received no later than August 31, 1999 at 5'00 p.m. Hand deliver or send proposals to' Elizabeth A. Binsack Director of Community Development City of Tustin 300 Centennial Way Tustin, CA 92780 Attachments: Copy of Standard City Agreement Preliminary Comprehensive Housing Affordability Strategy Scope of Work Preliminary Redevelopment Agency Implementation Plan Scope of Work F' THE PLA!'" lING CENTER PROPOSAL.: CITY OF TUSTIN HOUSING ELEMENT UPDATE 2000 I ° suamztted to: CITY OF TUSTIN Contact: Elizabeth A. Binsack Director of Community Development submitted by: THE PLANNING CENTER Contact: Susan DeSantis, Principal AUGUST 23, 1999 8 THE PLANNING OENTER Governmental Services ?lanning 0 Urban Design Environmental Studies Landscape Architecture August 19, 1999 1580 Metr° Drive Elizabeth A. Binsack Director of Community Development City of Tustin 300 Centennial Way Tustin, CA 92780 Co~ta Mesa, CA 92626 Phone: 714.966.9220 Fax: 714.966.9221 Ema&costamesa@planningcenter. corn Dear Ms. Binsack: Thank you for providing The Planning Center with an opportunity to submit this Proposal to the City of Tustin to provide consulting services on the Update of the City's Housing Element. To accomplish tlie work outlined in your Request for Proposal, we offer a highly competent staff who will dedicate its energies, creativity and expertise to working with the City's elected officials and staff to craft a Housing Element that meets the test of State Law. · Following are key factors which we believe are critical to achieving the City's goals related to the update: ,, A consulting team that has worked successfully on other projects, who understand the obstacles that a City may face in achieving compliance with state housing element law; · Experience in working with elected officials and staff in clearly articulating policy options to address housing issues; [] A team of highly qualified individuals with extensive housing experience who can commit the needed resources and focused energy necessary to complete this project in a timely manner. · Expertise in facilitating community workshops and building consensus on planning issues. .. We are excited about the prospects of bringing our talents to bear on this project. Please not hesitate to contact me at (714) 966-9220 should there be any questions regarding our proposal. Thank you again for the opportunity to submit this proposal package. Respectfully submitted, THE PLANNING CENTER } PROPOSAL: CITY OF TUSTIN HOUSING ELEMENT UPDATE 20CC 300 Centennia/ Way Tusfin, CA 92780 Te/: 714.573.3100 1580 Metro Drive Costa Mesa, CA 92626 Tek 714.966.9220 o Fax: 774.966.9221 E-maih sdesantis@planningcenter, com Website: www. planningcenter, com submitted to: CITY OF TUST__IN Contact: Elizabeth A. Binsack Director of Community Development submitted ~. : THE PLANNING CENTER Contact: Susan DeSantis, Principal AUGUST 23, 1999 Section Page 1. INTRODUCTION AND APPROACH ....................................... 0 2. SCOPE OF WORK. .................................................................. 0 3. SCHEDULE ............................................................................. 0 ._ 4. COST ESTIMATE .................................................................... 0 5. REFERENCES/RELEVANT EXPERIENCE .............................. 0 APPENDIX A - RESUMES The Planning Center Page i 1. Introdz ction and? ' oach ! PFtOJE, CT UNDERSTANDING The availability of a well-balanced hOusing stock is essential to the economic and social vitality of individual communities, as well as the regions they comprise. As portions of California continue to · experience rapid population growth, in the context of a changing demographics, providing housing to meet the needs of existing and future populations becomes a more difficult challenge for communities. Because of the complex interrelationship between policies and decisions involving housing, land use, transportation, air quality and economic development, cities must develop creative strategies to promote the availability and affordability of housing. The City's current Housing Element was certified by the State Department of Housing and Community Development as meeting the requirements of State law. The City of Tustin is undertaking its Housing Element Update pursuant to State law under which jurisdictions within the SCAG region are required to update their housing elements by June 30, 2000. Two main issues exist regarding the Update. First, .the Housing Element must comply with State law with respect to its mandated components and General Plan consistency. J0risdictions with an out-of-compliance housing element may expose themselves to legal vuinerabilities. Keeping abreast of current housing legislation and policies at the state and federal level is key to preparing an adequate, and, more importantly, functional housing element. Certification is considered to be essential in order for the City to participate favorably in requesting State and Federal housing grants in the upcoming years. SCAG and Orange County Council of Governments are currently in the process of developing regional fair share housing allocations through the Regional Housing Needs Assessment (R. HNA) process. The City's' prelin~inary construction need allocation ranges from 3,236 to 4,121. A component of our approach will be to achieve community consensus on how and where the City's future affordable housing needs, will be satisfied. Our proposed Scope of Work places emphasis on developing this consensus through effective facilitation of strategic planning workshops with elected and appointed officials, as well as representatives in the community. We have identified seven key issues that will provide the foundation for the update of the Housing Element. . Utilize the most recent census and statistical data available in analysis of existing conditions, housing needs, constraints to development, and fair share housing needs allocations; The Planning Center Page ] APPROACH Strategic Assistance Relationship with HCD Public Participation Diversified Team 2. Create an easy to read document consistent with the' style and format of the City's General Plan; 3. Utilize updated housing needs information to guide the evaluation of the appropriateness of the City's existing policies and programs; - 4. Ensure internal consistency with the goals, policies and programs of all of the other elements of the General Plan; 5. Meet reoently enacted statutory requirements, including options for counting existing units which could be made available through acquisition and rehabilitation or preserved in the quantified objectives towards meeting the RHNA; 6. Address all documented and verbal comments and concerns of HOD so that the Housing Element remains in full compliance with State law, including demonstrated commitment to achieve fair share housing requirements; and 7. Provide an opportunity for input and active participation in the update process from community members through community workshops and study sessions. A synopsis of our approach to th~ Update effort follows: We recognize the necessity of developing a clear cut approach to documentation of the City's intent and policy to meet its statutory obligation to increase, improve and conserve its supply of housing. As a part of this effort, we will work with the City to review and update relevant strategies and priorities of need established by the City in its 1994 Housing Element. Where a new approach is relevant, we will work with the City to revise existing language or develop new policy direction and programs to achieve goals and objectives. Our positive working relationship with HCD enables us to approach the resolution of identified issues and concerns in a streamlined manner. We believe this aspect of our services has been a major factor in the success rate of our elements interns of conformity review. The Planning Center has a strong reputation for facilitating effective community consensus building in order to meet Housing Element legal requirements in a way that is acceptable to the community. Opportunities for public participation will be provided primarily through four (4) Community Workshops and Planning Commission and City Council joint study session/hearings. The specifics of the public participation program will be refined in consultation with City staff and decision-makers as one of the first tasks in the work program. A cornerstone of our proposed work effort is a Project Team with depth and range of experiences. The result is that tasks can be undertaken in the mast efficient manner. The underlying Page 2 CZ:)' of Tus~in Housing Element UpdaIe 2()00 1. Introdlwtion and roach Environmental Documentation Focused Effort assumption of the team's composition is to match the level of expertise required for each task with the person most suitable to accomplish its objective. Although the actions proposed in the Housing Element will constitute a "project" under the California Environmental Quality Act, the environmental consequences of these actions remain general in nature. It is assumed that environmental impacts will be minimal and the majority of impacts associated with the Housing Element Update non-significant. It is anticipated that.a Mitigated Negative Declaration will be appropriate, supported by a Mitigation Monitoring Plan for non-policy mitigation measures if warranted. The Planning Center project team will work under the City's direction as an extension of staff, and will handle all notices, mailings, copying and minutes of staff meetings and community workshops. Up to 6 mOnthly progress meetings at City Hall are budgeted, inclUsive of the Kick-6ff meeting. If requested by the City, The Planning Center will prepare Planning Commission and City Council staff reports as an optional task. During the project initiation phase the scope will be reviewed and fine-tuned by the City and The Planning Center in order to complete the project in the most efficient and cost-effective manner. The Planning Center Page 3 1. Introdz~ction and, '-oroach This page intentionally left blank. I1! Page 4 City of Tustin Housing Element Update 2000 City of Tustin Hc Update ;ng Element TASK 1 BACKGROUND RESEARCH/PROJEC T INI TIA TION Kick-off Meeting Data Coflection TA ~K 2 REVIEW AND IDENTIFICATION OF COMMUNITY HOUSING ISSUES AND GOALS Formulate Topics/Issues for the Housing Element Update Initial organization of the work program is essential to assure that a process is established to provide close communication between The Planning Center (TPC), City staff and, if necessary, legal counsel. Key project team members will meet with City staff to discuss the project, answer questions, and exchange background research materials. As part of this meeting, The Planning Center will prepare a list of data needs, roles and responsibilities will be defined, and management procedures established to ensure the most efficient use of resources. During this meeting, City staff will be asked to identify current housing issues, relevant housing projects, and areas of focus within the City. A preliminary stafffTPC "team" meeting schedule will be established. The Planning Center will work with the City's consultants to collect all existing data and information from a variety of.sources. Such sources would include, but not be limited to, the City's General Plan, the MCAS, Tustin Reuse Plan, and the Consolidated Plan and the Redevelopment Housing Assistance Plan (AB 1290). Vacant land surveys, any demographic profiles and needs assessments will also be reviewed and synthesized for use in the Housing Element. Data gaps will be identified. Task 1 Deliverables · List of data. · Kick-Off Meeting. · Preliminary identification of key issues. o Housing Element format. The Planning Center will identify all requirements for compliance with State Housing element law. Based on this information, and input received from City staff, consultants and other individuals or groups, the Planning Center will prepare an Issue Paper summarizing the key topics to be addressed in the Element Update. This paper will be based on the input from the Housing Needs Analysis, review of housing resources and evaluation of baseline conditions conducted in Task 3. A useful tool in this process would be a matrix of existing Housing Element goals together with a notation of whether the goal is still appropriate and should be retained; is still relevant but needs to be refined; is no longer relevant; or whether a new goal statement is needed. The Planning Center t>age ] City of Tustin Ho' Update Element TASK 3 HOUSING NEEDS ASSESSMENT Compile Information for the Preparation of the Community Profile Task 2 Deliverables · Issue paper summarizing key issues/opportunities for the Housing Element Update. The purpose of this task is to acquire an understanding and compile a database of demographic trends and housing needs. Focused analysis and evaluation will take place in the course of developing specific housing element components. At the outset of the work effort, and in coordination with the City's consultants, The Planning Center will complete an analysis of the following documents: [] General Plan, current Housing Element, MCAS, Tustin Base Reuse Plan; All available planning documents pertaining to the Update, including: available data on housing costs, conditions and affordability; specific plans and other previous plans and studies; The most recent data on housing, income and employment data; Recent housing market data for information on housing costs and affordability levels; Code enforcement data for information on housing conditions; Inventories of at-risk units from the California Housing Partnership; City housing programs including CDBG, MCC, HOME, in-lieu fees, housing preservation, density bonus, second unit activity and/or other state and federal government programs that' influence the production of housing in the City of Tustin; Statistics on development permits, units constructed and/or demolished; Page 2 CiD, of Tustin Housing .Element Update 2000 City of Tustin H Update 'ing Element Evaluate Existing Housing Element Develop a Housing Needs Assessment Special Housing Needs · Data related to permit processing schedules, fees and development incentives; and · Assessor parcel data. The information will be compiled in a format conSistent with the requirements of Government Code Section 65583 and the City's General Plan. In consultation with the City's consultants, The Planning Center will review and evaluate the progress in implementing the adopted housing programs and meeting identified goals of the current housing element. This review must include an analysis of the effectiveness and appropriateness of the goals, policies and objectives in contributing to the attainment of the state housing goal. In addition, the current housing programs must be evaluated for their effectiveness in addressing the issues identified in the housing conditions survey. The following specific program areas will be included in the analysis: · Conserving, maintaining and improving the existing housing stock; Assisting in the development of housing for Iow- and moderate- income households; Removing the impediments posed by identified local governmental constraints; and · Providing equal housing opportunities for all income groups. In conducting this analysis, it is assumed that the City will provide information on the resources allocated to housing programs since the last Housing Element was adopted. A Technical Report will be prepared documenting the findings from this analysis. This report will be used to address legal requirements and to guide the refinement of goals, objectives and programs in the revised element, or the development of new programs. In consultation with the City's consultants, The Planning Center will utilize the Regional Housing Needs Allocations (RHNA) data provided by SCAG and community profile information to develop an analysis of existing and projected housing needs relative to the various segments of the population. In consultation with the City's consultants, an evaluation of special housing needs will be prepared, including the handicapped, elderly, large families, female headed families, persons in need of emergency shelter, and farmworkers. The Planning Center Page 3 City of Tustin Hot Update Element Housing Characteristics Loss of Affordable Housing Analysis of Constraints and Land Resources Drawing upon work done by the City's consultants, housing characteristics including age, tenure, vacancy rate, sales prices, rental costs, and housing condition will be analyzed. Housing cost information will be updated through a review of current data sources. Residential real estate transactions recorded bY local sources and information on rental rates will be reviewed, and a generalized ability to pay analysis will be finalized. This analysis needs to evaluate the difference between typical cost of available renter and owner housing, and the amount households at different income levels can afford to pay for housing. The result of this analysis will be an enumeration of existing housing need in Tustin. Housing conditions based on the survey and census data would need to be included. Preserving the current supply of affordable housing is a critical strategy in light of dwindling federal, state and local resources for new housing development, in 1990, Housing Element law was amended to require analysis of affordable units eligible to convert to market rate in the ensuing 10 years. Drawing upon the work performed by the City's consultants, The Planning Center will finalize an inventory of "at-risk" units for the years 2000-2010 and describe programs and implementation measures that could assist in the preservation of such units. The focus of the ~at-risk" analysis should be on multi-family rental housing. Drawing upon the work performed by the City's consultants, an analysis of potential and actual governmental and non-governmental constraints to the maintenance, improvement and development of housing will be prepared. A key component of this review will be the availability of land suitable for development of affordable housing. The requirement for demonstrating sufficient sites to accommodate future housing needs is a key issue in the preparation of the Housing Element. This analysis will include the relationship of zoning and public facilities and services to sites suitable for residential development. Map exhibits will be prepared showing the location of available sites. Drawing upon the work done by the City's consultants, the potential number of housing units that could be developed on the sites listed in the inventory will be calculated and compared to the City's future needs (RHNA) to determine the adequacy of available sites. The results of this evaluation will be used in refining the policies, programs and quantified objectives of the Element. The .Planning Center will integrate the results into a digitized ARC-View base map to be provided by the City. A hard copy of the maps will also be provided to the City. This task Will also include an analysis of opportunities for energy conservation. Task 3 Deliverables: o Bibliography. Page 4 City of Tustin Housing Element U)vdate 2000 City of Tustin Update ing Element ! TASK 4 EVAL UA TE AND UPDATE HOUSING ELEMENT POLICIES AND PROGRAMS Evaluate and Update Existing Housing Element Goals and Policies 5-Year Housing Program Plan and Quantified Objectives Working Drafts of the Housing Element sections addressing Existing Conditions, Housing Needs, Constraints, Resources and Opportunities. Based on the results of the Performance Evaluation and the Needs Assessment, the appropriateness of the goals, objectives and policies of the Housing Element will be evaluated. Those goals, objectives and policies that are relevant to current conditions and future housing needs will be retained. The updated analysis of housing needs, resources, and governmental constraints (including the inventory of available sites) will serve as the foundation for identifying areas that may require revisions to goals, objectives, and policies. This analysis will be reviewed with the City, and staff will be requested to provide direction in development of any additional policies. In this task, the housing program implementation plan and quantified objectives will be established for the planning period 2000-2005. The implementation plan will build upon applicable policy and program direction from the previous Element with revisions where appropriate based on the results of the needs assessment and community input. The Quantified Objectives portion of the Element will reflect the maximum number of units that can be developed, rehabilitated and/or preserved during the planning period, by income group. Formulation of objectives will be conducted with staff input. We recommend a summary matrix identifying each housing program, its intent and quantified objective, funding source(s), responsible agency, and timeframe for implementation. The results of the analysis, inclusive of the 5-year plan, will be presented to the community in Workshop #3. Task 4 Deliverables: Summary matrix of housing goals and programs. Working Draft of 5-year Housing Program Plan and Quantified Objectives. The Planning Center Page 5 City of Tustin Hc Update Element TASK 5 PREPARATION OF DRAFT HOUSING ELEMENT DOCUMENT Preparation of the Screencheck Housing Element Draft Housing Elemen! TASK 6 ENVIRONMENTAL ASSESSMENT Preparation of Initial Study and Environmental Assessment A comprehensive Screencheck Housing Element will be prepared for staff review prior to the public review process. The Screencheck document will be based on all information developed through the scope of work and will include all issues, opportunities, constraints, assumptions, analysis, goals, policies, data and mapping. The Element will comply with all applicable state provisions regarding the content, methodology and processing of housing element updates. As this Update constitutes a General Plan Amendment, the format will be consistent with the City's General Plan. The completed Screencheck will be submitted to the City staff for distribution to appropriate departments and decision-makers for review and proofing. It is requested that the City provide a single set of consolidated comments on the Screencheck for streamlining the revision and editing process. All City departments, including the City Counsel, should review the Screencheck at this point. Three (3) rounds of revisions to the Screencheck will be made, and a Draft document prepared for distribution during the study session portion of the project. The Planning Center will conduct a study session for the Planning Commission and City Council on the Draft document. An errata sheet documenting recommendations for revisions to the Draft document compiled at the Housing Advisory committee Sessions will be presented to the Planning Commission/City council at their joint workshop. Task 5 Deliverables: o Screencheck Document, including all appendices, reports, etc. (one (1) reproducible and ten (10) copies). o Ten (10) copies of the revised Draft document will be provided to reflect all comments. o Errata sheet documenting input from study sessions. Concurrent with the preparation of the Housing Element, The Planning Center will conduct an environmental analysis of the project. It is assumed that this analysis will justify the adoption of an Initial Study/Mitigated Negative Declaration. The Mitigated Negative Declaration will include an Initial Study which will contain the required elements, including: a description of the project; its location; a comprehensive environmental checklist; information concerning the project's environmental effects; suggested means for mitigating .Page 6 Ci0, of Tustin Housing Element Update 2000 Preparation of a Draft Negative Declaration TASK 7 DOCUMENT REVISIONS/HCD REVIEW Preparation of Draft Final Document Document Revisions for Compliance with State HCD City of Tustin update 'ing Element the significant effects; and a review of the project's consistency with existing plans and land use controls. The Planning Center will use our own format to prepare this study, or the City's format, if desired. The sources of information used in the Initial Study will be cited. All environmental topics will be reviewed in the checklist. The checklist will be followed with a review of the potential impact, an explanation for the determination and recommended mitigation. Following review and comment by the City, modifications will be made to the Screencheck Initial Study. Assuming there are no impacts which cannot be mitigated to a level of insignificance, a Screencheck Mitigated Negative Declaration will be prepared and transmitted to the City for review. Comments from the City will be incorporated and a Draft Negative Declaration and Mitigation Monitoring Program prepared. The Draft Negative Declaration will be sent to the State Clearinghouse for distribution for 30 'day review. NOTE: This proposal includes a scope of work and associated fee for preparation of an initial study and Negative Declaration. If an environmental impact report is required, the City shall be notified at the time of determination and appropriate action taken. Task 6 Deliverables o Screencheck Initial Study (1) reproducible and ten (10) copies. ,, Draft Initial Study and Environmental Assessment (one (1) reproducible copy). · Draft Negative-Declaration (one (1) reproducible.copy). o Draft Mitigation Monitoring Program (if applicable) (one (1) reproducible copy). The Planning Center shall incorporate all changes based on comments received through the review process into a Draft Final copy for submittal to HCD. A camera ready copy of the Draft Final document will be provided to the City for transmission to state HCD for review and comment. Upon receipt of the HCD review response, The Planning Center will work with the City at a Staff Meeting to meet the concerns of HCD to demonstrate compliance with legislative requirements. Any comments of substantive nature, which would require change in policy direction or other action by the City Council, will be identified for consideration by the Council. A follow-up conference call with HCD, or other appropriate forms of communication, will be made to ascertain satisfaction of their concerns prior to adoption of the Element. Y'he Planning Center Page 7 City of Tustin Ho Update Element I1! TASK 8 PUBLIC HEARING PROCESS Public Hearings Housing Element Final Document TASK 9 PREPARA'I'ION OF FINAL Once revisions and modifications are made subsequent to HCD review and comment, a Final Draft General Plan Amendment for the Housing Element Update and associated environmental and processing documentation will be prepared for the subsequent Public Hearing process. Task 7 Deliverables: · Study session: Joint Planning Commission, and City Council. · Draft Final document (one (1) reproducible for HCD and ten (10) copies). o Revised Draft Final document (responding to HCD comments) (ten (10) copies, one (1) reproducible copy and computer disk). The Planning Center will attend up to two Planning Commission hearings on the General Plan Amendment for the Housing Element Update and associated environmental documentation (see Task 9 for description of final environmental documents). It is recommended that any identified edits and/or modifications to the documents resulting from the Redevelopment and the Planning Commission hearing be documented in the form of an Errata Sheet, specifying the page number, paragraph and line of the revision, as well as the specific language added, deleted or modified. The Planning Center will participate in up to two City Council hearings related to the approval of the Housing Element and environmental documentation, based on recommendations from the Planning Commission and documentation of proposed revisions in the form of Errata Sheets from the hearings. The Council can then approve, modify or delete any recommended changes to the documents highlighted in the Errata Sheets, as well as any new editorial actions. The Errata Sheet will be edited following the first Council hearing to incorporate all recommended actions to be brought to the final Council hearing. Following the Public Hearings, a Final Housing Element will be prepared. Task 8 Deliverables: Up to two (2) Planning Commission and two (2) City Council hearings. Errata sheets following each public hearing. Final Document (one (1) reproducible copy, as well as a file on computer disk that is compatible with the City's software). Page 8 Ci0, of Tustin Housing £1emen! Update 2000 NEGATIVE DECLARATiON Preparation of Final Environmental Documents I TASK 10 IMPLEMEN TA TiON A ND MONITORING PROGRAM Preparation of an Implementation/Monitoring Program Housing Consistency Review City of Tustin Update !ng Element Following the 30 day review (which will occur concurrently with HCD review of the Housing Element), a Response to Comments (if warranted).will be prepared, constituting the Final Mitigated Negative Declaration. A Mitigation Monitoring program with appropriate mitigation measures will accompany the Final Mitigated Negative Declaration. This documentation will be brought to the Planning Commission and City Council for review and adoption. The Planning Center will finalize the environmental documentation and Mitigation Monitoring Program and file the Notice of Determination (NOD) with the County following adoption of the Housing Element Update by the City Council in Task 8. Task 9 Deliverables: o Final Negative DeclaratiOn and Mitigation Monitoring Program (one (1) reproducible copy and computer disk). · Notice of Determination. The Planning Center will prepare a report for recommendations on how to implement and monitor the Housing Element over the next 5 years. The Planning Center will review the various City housing-related documents to identify any necessary changes to ensure consistency between documents. In addition, The Planning Center will prepare a memorandum identifying any recommendations or changes that may be needed to other housing related documents, as applicable. Task 10 Deliverables: Housing Element Implementation and Monitoring Report (one (1) reproducible copy and computer disk). Report on recommendations for achieving consistency between housing-related documents. 7'he Planning Center Page 9 3. Schedu/e m '~st Estimate and Fee Sc' City of Tustin Ho~.o ing Element Update HOURS [TASI(~BACKGROUNDRESEARCH 1.1 ] Kick-Off Meeting 8 1.2 ~Data Collection 0 16 Task 1 - Subtotal 2 24 ~TASK 2~ REVIEW AND IDENTIFICATION OF. COMMUNfl¥ HOUSING ISSUES AND 2.1 lPublic Involvement Program 4 4 2.2] Issue Pa~r(s) 16 16 Task 2 - Subto~l 20 20 ~TASK 3¥ HOUSING NEEDS'ASSESSMENT~~~~~~?~2~'~?~ 6 3.1 JCommuni~ Profile 3.2 l~isting Housing Element Evaluation 3.3 ]Housing Ne~s Assessment Task 3 - Subto~l iTASK 4~ ~ALUATE AND UPDATE HOUSING ELEMENT.POLICIES ~D PROG~MS~~4::~A'~s~ 4.2 I~-yearprogramandquant~edobj~ives I 8 I o I~1 ~ ! 32 Task4-SubtoalI 16 I 0 I 32 ~ 16 I 64 :TASK 5'- HOUSING ELEMENT DOCUMENTATION ;~.:.~;q::~.,.~,'~:~ ?.-.~.?r:..~ ?.~,~ ~_; .-:;~ :~.t~:.':-';~-_.-.:;;~i;[.:iy:iT~ ! ~!i: 7i.~.:::.'' :' ~:,,:~i~ :;ii ~;: 5.1 60 TOTAL COST $680 $1,120 $1,800 $540 $2,160 $2,700 $55O $550 $55O $1,650 I $2,560' JS5,120 ,?4,940 IScreencheck Housing Element I 16 5.2 IDrafl Housing Element 0 16 $920 Task 5 - SubtotalJ 16 76 $5,860 tTASK 6- ENVlRONMENTAE ASSESSMENT,~5 - :.~-,~---~.~.2';.. --.~,---,.,..~'-=. - .-",,~' _ I , 1 940 6.1 Ilnitial Study and Environmental Assessment I ~ I 2s I o I 6.2 IDraft Neo Dec and Mitiaation Monitoring I 1 I 12 I 0 I 0 I 13 I $915 ' ' Task 4-SubtotalI 2 I 37 j O I 4 I 43 I $2,855' :TAsK~DOCUMENT REVISIONS:TO' DRAFT/FINAL~ H~D REVIEW~~'-- ~?'~::~A''~:;~ 7.1 IPreparation of Draft Final Document 16 $1,280 7.2 IRevisions to respond to HCD review 14 $1,190 Task 6 - Subtotal 30 $2,470 ~";'"' ';:'~I'=~ , - ~,~.---_.~ .-:-~-,,~' -/~...,4-",:' ~-?,---'d.~':".~ ~J' ...... " :TASK 8': PREPARATION OF FINA]2 DOCUMENT..~~;'-' a~,.-,~.~, ~-..-~¢&~:.7'~',~,~..-'~,&~-:J;~--,-'~.~,;,~ 8.1 I Preparation of Final Document I 0 4 $230 J Task 8- Subtotal] 0 4 $230 :TASK 9', PREPARATION OF FINAl: NEGATIVE DECLARATION :"-~'~ 9'1 ' Preparati°n °f Final Negative Declarati°nTask 9 - Subtotal 100 181010188 0 0 8 ! $5205520 10.1 IPrepareImplementation & Monitoring Program ! ~ ! ~2 I o I o ! 10.2 IHoL~singC~nsistenc~Review ] 1 ! 0 !12 '] 0 ] 13 ! $975 Ta~kl0-SubtotalJ 2 1~2! ~2 I"0 ! 2s ! $~,890 M_EL=TIhlGS :'HEARINGS AND ~PRO3ECT, MANAGEMENT/CONFERENCE CALLS Public I"learings (Up to 4) 8 0 I 0 0 8 $1,08C Management/Staff M~tings (6) 6 0~ 6 0 12 $1,23{; MEETINGS .Subtotal 14 0 ! 6 , 0 20 $2,31C REMBURSABLE EXPENSES $1,681; GRAND TOTAL HOURS 86 __57_ _ _2 _4,0_~_4.8.. 333 I GRAND TOTAL CO~ $11,610 $29,085 See followtne table for s~ecific reimbursable costs. The Planning Center Page ] ] City of Tustin Update ng Element Staff abbreviations for above budget table are as follows: SDS = Susan DeSantis, Project DirectodManager SPT = Word Processi~rt PS = Environmental Manager MS= Element Preparation REIMBURSABLES AND DIRECT EXPENSES Mileage Mailing/Deliv_~.~ Graphics/CAD/GIS Printing @ $15/Copy Screencheck Element (10).. Draft Element ('/O) Draft Final Element (10) Final Element (10_) Screencheck Initial Study (10) Draft Final Initial Study/ND (10) Response to Comments/Final Initial Study/ND (10) TOTAL $3O $100 $5OO $1 ,O5O $1,680 Printing, telephone, facsimile and similar costs are invoiced at our costs plus 15%. Mileage charges are $.31 per mile. This Schedule is effective through December 31, 1999. NOTES: The Planning Center will work as an extension of staff, and will handle all notices, mailings, copying and minutes of staff meetings and community workshops. Preparation of agendas, workshop materials, PowerPoint presentations and presentation boards will be the responsibility of The Planning Center. Page 12 City of Tustin Housing Element Update 2000 City of Tustin Ho..oing Element Update FEE SCHEDULE Standard Fee Schedule THE PLANNING CENTER as ofJanuar7 1, 1999 Staff Level Hourly Rate Clerical Support Principal $135 - $150 Computer Specialist $100 Senior Project Manager $85 - $135 Project Manager $65 - $125 Senior Planner $70 - $95 Assistant Planner $50 - $75 Technical Writer $50 - $75 Graphic Artist. $45 - $75 Research Analyst $45 - $65 Technical Support Staff $45 - $55 $35- $5O Note: The Planning Center's fees are adjusted annually. The Planning Center Page ]3 5 'eferences/ReIevant Expe'-'once · 5. Refere ces/Relevan ¥perience · GENERAL FIRM BACKGROUND: THE PLANNING CENTER KEY PERSONNEl-' THE PLANNING CENTER Susan A. DeSantis Principal Director of Special Services Responsibility: Principal-in-Charge, Project Manager, Public Involvement Facilitator The Planning Center's headquarters is located at: 1580 Metro Drive Costa Mesa, CA 92626 (714) 966-9220 (714) 966-9221 fax www. plannin.qcenter:com e-mail: costamesa@planningcenter, com Established in 1975, The Planning Center is a California Corporation and currently employees 37 staff members, in its Costa Mesa, California office; 10 in its Phoenix, Arizona office; and 14 in its Tucson, Adzona office for a total of 61 employees. The Planning Center has a successful track record in assisting jurisdictions prepare and update their Housing Elements in compliance with state law. The firm has prepared elements for communities of various sizes, location and development character. Technical skiIls of our staff, including research, statistical analysis and methodological approaches to calculating regional fair share numbers, is balanced with a thorough understanding of federal, state and local policies and programs that influence the provision of housing. We closely monitor the development and modification of these programs to ensure that our clients have access to resources · that can best facilitate implementation of their housing programs. The Planning Center has assembled a strong team to undertake preparation of the Industry Housing Element Update. The key staff described in the following pages will be augmented by support staff who will provide clerical support, data tabulation and collection, and production assistance. Refer to Appendix A for'complete resumes. Ms. DeSantis will serve as Project Manager for the Housing Element Update and will be the principal contact with the Department of Housing and Community Development. She will also oversee The Planning Center's day-to-day operations related to this project and have lead responsibility for facilitating the public workshops and representing The Planning Center at Planning Commission and City Council public hearings. She brings to The Planning Center more than 20 years of extensive and diversified experience with a broad range of national, state, and local land use and planning issues. The Planning Center Page 19 Melani Smith Policy Planner Responsibility: Data Collection & Analysis Paul Spence Environmental Manager Responsibility; Environmental Documentation Ms. DeSantis was responsible for solidifying the state's role as an active sponsor of housing assistance programs providing loans and grants to bolster the economic feasibility of affordable housing production as a counterbalance to the federal government withdrawal of funds from the California housing market. As Director of HCD, she also provided leadership in establishing a partnership approach in working with local governments to develop long-range plans to stimulate residential construction in order to meet projected state housing needs as well as efforts to streamline housing element review. Ms. Smith will be responsible for data collection and analysis and the preparation of the Housing element document. Ms. Smith has over three years of planning experience in both the public and private sectors and recently was responsible for updating the City of La Palma's Housing Element. Mr. Spence received his Bachelors Degree from Pomona College and holds a Masters Degree in Urban and Regional Planning from the University of California, irvine. He has worked on a variety of Environmental Impact Reports, Initial Studies and policy related projects and brings strong skills in environmental and policy analysis to The Planning Center. Mr. Spence has prepared . environmental assessments/Negative Declarations for the cities of LaQuinta and Ontario Housing Element Updates. Recent project experience includes the Knott's Berry Farm New Attraction EIR, Buena Park, CA; Tustin Gateway Center EIR, Tustin, CA; Easterly Industrial Facility EIR, City of Industry, CA; Village at Indian Hill Initial study, Pomona Unified School District, Pomona, CA; Home Depot Initial Study, City of San Juan Capistrano, CA; Ontario Housing Element and Housing Element Initial Study, '- Ontario, CA; Garland Village Specific Plan, City of Inglewood, CA; and SCAG Performance Indicators Report, San Bernardino Associated Governments. Page 20 Ci:~' of Tustin Housing Elemen/ Update 2000 5. References/Relevan xperience o. II QUALIFICATIONS/PROJECT EXPERIENCE: THE PLANNING CENTER -------- A SUMMARY OF HOUSING ELEMENTS PARED BY THE PLANNING CENTER I Cost of Date Submitted to ! Adopted by Certified by Jurisdiction I Date Size of Project I Element Completed HCD ! Jurisdiction HCD -1992 *City of Fullerton 7/91 22.3 sq. mi. I $27,000 1992 v' v" City of Indust~' 10/98 14 sq. mi. I $18,015 1999 -City of La Palina 11/97 2 sq. mi. $15,000 1998 v' v' v' City of La Quinta 3/94 31.18 sq. mi. $30,430 1995 *City of Laguna Niguel 3/91 14.2 sq. mi. $50,000 1993 · City of Ontario 6/96 36.823 sq. mi. $35,000 1998 v' *City of Temecula 5/91 26 sq. mi. I $32'000 1993 v' v, v, .... 'City of Truck~e 12/93 i 32sq. mi. t $19,000 1994 City of Upland 4/99 [ 15.2 sq. mi. $60,000 In Process ,,, *The housing element was prepared in conjunction with the General Plan )rogram. The dernerrt line item did not take into account work related to exJslJng condi'fions analysis, policy development and public participation. Amount estimates budget if element had been conducted as an independent work effort. ~ The projects below illustrate the range and depth of experience that the Planning Center has with housing elements and housing related documents. Of particular relevance is The Planning Center"s experience in assisting jurisdictions in developing housing needs figures-gained through work with a number of newly incorporated cities. Housing Element City of Ontario The Planning Center recently prepared a Housing Element Update for the City of Ontario. The intent of the update was to: incorporate the extensive recent activities and progress of the Redevelopment Agency in undertaking affordable housing projects; to reflect a major annexation of land into the City; and to reflect the mixed-use opportunfties relating to the downtown revitalization effort currently underway. As well, the City wished to create an Element which could be used for forward planning into the next decade. As The Planning Cemer Page 2 ] 5. Refere ceslRelez'ap Experience Housing Element City of La Palrna Housing Element City of La Quinta revised RHNA numbers were not available, The Planning Center formulated a methodology to project housing need through 2003. Adoption of the Element has been delayed until official RHNA numbers are available and the City finalizes direction on programs identified in the Housing Element. Contact: Mr: Jim Ragsdale, Principal Planner 303 East B Street Ontario, CA 91764 (909) 391-2506 As part of a comprehensive General Plan update, The Planning Center is currently in the final stage of preparation of the Housing Element for the City of La Palma. This will be the first accredited Housing Element for the City, if approved by HCD. The plan was shaped by the City's history and development pattern. The City is nearly fully built-out; only one vacant site remains which is appropriate for housing. The majority of the housing in the City is owner-occupied single family. Since the housing stock is a source of pride in the community, the housing programs identified in the element focused on maintaining the high quality of the existing stock, rather than adding to it dramatically. Programs have been identified to identify and correct minor maintenance conditions before they escalate, and to assist elderly residents with home maintenance they might not be able to undertake on their own. Attention is also being paid to augmenting and preserving the City's stock of iow-income multifamily housing, and ve'ry Iow income senior housing. Contact: Ms~ Joan Hoesterey, Planning Manager City of La Palina 7822 Walker Street La Pairna, CA 90623-1771 (714) 523-7700 .- The Housing Element Update for the City of La Quinta was adopted by the City Council in 1995 and found to comply with State housing law by the California State Housing and Community Development Department (HCD). With increased scrutiny of housing elements, and the legal vuinerabilities associated With an out-of-compliance Element, the chief concern was bringing the 1990 Element into compliance with State law. Early in the process, a joint workshop with the Planning Commission and City Council was conducted .to define housing issues facing the City, and identify potential strategies to promote the range of housing affordability. The Housing Element Update also involved an extensive data collection effort, in particular, a comprehensive inventory of housing conditions was conducted for the "Cove" portion of the city. The results of that inventory provided a basis for recommending policies and programs aimed at providing rehabilitation assistance as a strategy to maintain the housing stock and preserve housing affordabiliW. Page 22 CiO, of Tt~szin Hottsfr~g Eleme.t Update 2000 "'- 5. Refere ces/Relewnt x- erfence Consolidated P/an County of San Bernardino Housing Element Update City of Clovis Housing Element City of Trac~ The Planning 'Center The Update was found to be in compliance with State law, and was recently adopted by the City Council. The Council publicly praised The Planning Center's work, noting the readability and understandability of the documents. Contact: Mr. Jerry Herman, Planning Director 78-495 Calle Tampico La Quinta, CA 92253 (619) 777-7125 The Planning Center recently assisted the County of San Bernardino in preparing its first Consolidated Plan. Specific responsibilities included providing technical assistance in interpreting federal regulations, reviewing and incorporating relevant portions of the CHAS, updating housing needs and resources to reflect current conditions, and strategic planning to develop goals and policies for the housing-related components of the plan. Developing a format that was user-friendly and logical, while also addressing all of the Plan requirements, was a unique challenge. Susan DeSantis led the planning effort. Contact: Ms. Julie Hemphill, Planning Director 385 N. Arrowhead Avenue San Bernardino, CA 92415-0182 (909) 387-3180 A major component of the recently adopted Clovis General Plan involved the modification of the previous Housing Element, adopted in 1991, to meet three key objectives: ensure internal consistency · with other elements of the General Plan and Land Use Plan; meet recently enacted statutory requirements; and address the issues identified by HCD in reference to the previously adopted 1991 Housing Element. The Housing Element was adopted and certified by HCD in 1993. contact: Mr. John Wright, Planning Director 1033 Fifth Street Clovis, CA 93612 (209) 297-2340 The Planning Center recently completed a Housing Element for the City of Tracy as part of a comprehensive Urban Growth Management Plan program. The Housing Element effort involved updating the previous element to satisfy new statutory requirements and address revised regional fair share figures. The concepts of urban centers in new community areas allowed the City to make provisions for adequate sites. Contact: Mr. Mike Locke, City Manager 520 Tracy Boulevard Tracy, CA 95376 (209) 836-2665 Page 23 .5. Refere ceslRdeva ' xperfe c Housing Element City of Temecula Housing Element City of Truckee Housing Element Update City of Fullerton The Planning Center completed the General Plan program for the newly incorporated City of Temecula in January 1994. As part of the project, the City's first housing element was prepared. The comprehensive planning effort included an extensive citizen participation program which consisted of a number of community workshops which focused on identifying community goals, issues and concerns. Extensive coordination with organizations and agencies that provide housing or housing-related assistance was also conducted. Establishing a housing data base for the City using Census data, developing a methodology to provide regional fair share numbers, and establishing an overall policy framework to guide housing activities were key issues addressed during preparation of the Housing Element. The City incorporated subsequent to preparation of regional housing need figures. SCAG's methodology was reviewed and used ih conjunction with local growth factors in order to estimate future housing need in the City. The fair share allocation was reviewed by SCAG and HCD and found to be acceptable. The adopted Housing Element was determined by HCD to be in compliance with State requirements.' Contact: Mr. Gary Thornhiil, City Manager 43180 Business Park Drive Temecula, CA 92390 (909) 694-1989 The Planning Center prepared the first General Plan for the Town of Truckee, including the City's first housing element. Significant issues included two major new development areas, the historic Downtown, tourist related land uses, and affordable housing. Provision of employee housing to respond to the tourism related character of the City received the most attention as an issue. Data collection, analyses and text preparation were conducted by Deborah Rogoff-Ezra. The project required developing a methodology for determining regional "fair share" housing needs allocations in the absence of regional numbers. The Element emphasizes the establishment of goals, policies and programs to guide the provision of housing affordable to ali segments of the City's population. The Planning Center completed the Update of the City of Fuilerton Housing Element in May 1994 led by Ms. Rogoff-Ezra. The project involved two separate updates. The first was prepared at the outset of the General Plan Update Program to address the new statutory requirements calling for analysis of at-risk units, quantification of program objectives, and adequate residential sites, by the July 1, 1992 deadline. As part of that update effort, a briefing paper was prepared to provide guidance to City decision-makers on the most effective use of resources .for the provision of affordable housing. Page 24 CiO, of Tus:in Housing Elemen: Update 2000 5. References/Relevan' Czperience o. Housing Element City of Brentwood The second Housing Element Update focused on ensuring internal consistency with the updated Land Use Plan and goals and policies of the updated General Plan. The Update .was found by HCD to be in compliance with State houSing law. The Planning Center prepared the recently adopted Brentwood General Plan Update. Because eligibility for the allocation of countywide transportation funds in Contra Costa County is limited to jurisdictions whose housing elements are in compliance, development of the housing element was of primary importance to the City. The issues confronted in this element included the identification of adequate sites in a City characterized as a bedroom community to the Bay Area, provision and financing of adequate infrastructure to support development, and a proactive redevelopment program. The Department of Housing and Community Development (HCD) has deemed Brentwood's new Housing Element to be in complianCe with state housing law. .o .. The Planning Center Page 25 5.~ References/Retevar~ Experience This page intentionally left blank. Page 26 City of Tuszin Housing Element Updaze 2000 Appendix A Resumes THE PLANNING CENTER SUSAN A. DeSANTIS, Principal Director of Special Projects, Project Manager Qualifications Susan was in charge of the IrollouYng American PLanning ddsodation (/{PA) award · "[.~nd Use, Transportation and A~'r Quality: A l$~anual for PLanning Practitioners" · "A Casebook on Air Quali~y Semitlt.e Land Use Design" ~ "$outtSeast Los Angel~ At'r Qual,'ey Element and EIR" , "Local Government Wool Ka't J~r l~/irele$$ Telecommunio * ~I01 tr/ay$ to Get People Out of Thdr Cars," Educational Po$ter Highlights of Experience Education Professional Affiliations Susan DeSantis brings a background of more than 28 years of extensive and diversified experience with a broad range of national, state and local public policy issues to the field of clean air, mobility management, and advanced technologies. As Principal-in-Charge of Policy Planning, she is responsible for the management of staff and coordination of multi-disciplinary project teams. During her tenure with · The Planning Center, she initiated the firm's involvement in the clean air, mobility, and telecommunications arenas and has personally managed each endeavor. Susan's professional experience is uniquely complemented by her active involvement in statewide public policy issues. She has participated in Sacramento State University's Grow'th Management Consensus Project and on the Regional Governance Committee of the California Chapter of the American Planning Association. She has also served On the Statewide Air Quality Advisory Board for the University of California where she collaborated on an Air Quality Management Program for UCI Extension, designed and taught a Program on Air Quality, Land Use and Transportation. Susan has been a guest lecturer at the University of California, Irvine, and the University of California Los Angeles' Annual Donald G. Hagman Commemorative Program. As a Governor's appointee to the position of Director of the California Department of Housing and Community Development, Susan developed and managed housing policies and programs for the State of California, and served as the spokesman for the Governor on all housing and community development related -matters. She helped to solidify the state's role as an active sponsor of housing assistance programs providing loans and grants to bolster the economic feasibility of affordable housing production as a counterbalance to the federal government withdrawal of $2 billion from the California housing market. She also led the establishment of a partnership approach in working with local governments to develop long range plans to stimulate residential construction in order to meet projected state housing needs. Susan has extensive experience in preparing and managing: · Housing Elements and Housing Studies · Regional Plans · Subregional Strategy Plans · Air Quality Plans · Congestion Management Plans · Telecommunications Planning · B.A. University of California, Los Angeles, English · John E. Anderson Executive Management Program, UCLA · American Planning Association · California Planning Roundtable, President 1994 · Orange County Forum, President 1995-96. Governmental Services o Planning & Urban Dea~gn ' Er. rironmental Szudies ° Landscape Architec[ure 8 THE PLANNING CENTER MECANI SMITH Policy Planner Qualifications Highlights of Experience Melani prepared the La Palina General Plan Housing Element which was the first 5tare Certified Housing Element in the Cit'v's hlstor'v The Riverside County Integrated Planning Process is the update of the General Plan and integration of 8 Community Plans and a number of Specific Plans Education Awards Professional Affiliations Since joining The Planning Center's staff in 1997, Melani Smith has written specific plans, general plan elements, public outreach plans and design guidelines for a wide range of public and private clients. She has also written grant proposals for non-profit agencies such as HomeAid, an Orange County-based human service organization. Melani also has 10 years of experience in business development for architecture and engineering firms. Her expertise includes marketing and strategic planning; market,,client and project development; performance audit program design and administration; public relations, and design and management of marketing and project information tracking systems. Melani resides in Long Beach, California Some highlights of Melani's experience include: · City of La Paima General Plan Housing Element · Corridor City Outreach and Transit Oriented Design Guidelines for the CenterLine Urban Rail System, Orange County, CA · Riverside County Integrated Planning Process · Eisenhower Village Senior Care Facilities Specific Plan, Rancho Mirage, CA · Newcrow IliA Industrial Facility Specific Plan, Bell, CA · EV Public Charging Video, Orange County EV Infrastructure Project · EV Quick Charge Public Outreach Plan, ora.nge County EV Infrastructure Project. (this project received an award from the American Planning Association) · Fleet Managers EV Workbook and Presentation, Southern California Edison · Dallas Ft. Worth Alternative Fuel Vehicles Implementation Program, Public Outreach Plan · Advanced Transportation Careers Academy Replication Manual for the Advanced Transportation Industry Consortium · Arizona Growth Management Survey Analysis and Report · M.A., Urban and Regional Planning, University of California, irvine (Watson Fellow, Fall & Winter 1997) · NEXUS Project: A Study of Community and Place in Irvine,CA, 1998-1999 · B.A., History, University of California, Los Angeles, 1988 American Planning Association, Orange Section, 1998 Academic Award, UCI City Building Class, Henigar Park Neighborhood Study, Santa Ana, California American Planning Association Urban Land Institute · Society of College and University Planners Governmental Services ° Planning & Urban Design ° Environmen;a/ $~udies o Landscape Architecture 8 THE PLANNING CENTER PAUL. R. SPENCE Environmental Planner ,.o. Qualifications Highlights of Experience Education Award Professional Affiliations Paul Spence brings to The Planning Center strong'skills in environmental analysis, policy analysis, and research. He has conducted graduate research in urban planning, public policy and environmental law, and has completed a thesis on sustainable development. His responsibilities at The Planning Center include research, analysis and report preparation for a variety of environmental and public policy planning efforts. Paul is highly responsive to client needs and has completed a number of projects under significant time constraints. He has been involved in the preparation of over 30 Initial Studies, ten Environmental Impact Reports and a variety of public policy planning documents. Recent successes include: · City of La Palma General Plan Update EIR, La Palma, CA City of La Palma Housing Element Initial Study/EIR - · Ontario Housing Element Initial Study. Ontario, CA · Ontario Housing Conditions Survey. Ontario, CA · Knott's Berry Farm New Attraction EIR, Buena Park, CA · Rancho San Juan Specific Plan EIR, County of Monterey, CA · Easterly Industrial Facility EIR, City of Industry, CA · Wohl Property Group Industrial Project EIR, City of Industry, CA · Home Depot Initial Study, San Juan Capistrano, CA · 20th Street Storm Drain Initial Study, Upland, CA · Westminster Terrace Initial Study, Westminster, CA · K-8 School at Progress Park Initial Study, PUSD, Paramount, CA · Glassell Park Primary Center Initial Study, LUSD, Los Angeles, CA · General Plan Update, City of La Palina, CA · Garland Village Specific Plan, City of Inglewood, CA · Housing Element and Initial Study, City of Ontario, CA · Air Quality and Regional Policy Monitoring, Orange County Council of Governments. · SCAG Performance Indicators Report. San Bemardino Associated Governments. · Masters Degree in Urban and Regional Planning, University of California, Irvine, 1997. · B.A. Anthropology, Pomona College, Claremont, CA, 1990. · Academic Scholarship, 1996, School of Social Ecology, Department of Urban and Regional Planning, University of California, irvine. · American Planning Association Governmen:a/ Services o Planning. & Urban Design * Environmenlal Studies o Landscape .4rchisec:ure _