RPVCCA_CC_SR_2012_11_20_N_Amendment_General_Plan_Housing_ElementCrrvOF
MEMORANDUM
RANCHO PALOS VERDES
TO:
FROM:
DATE:
SUBJECT:
REVIEWED:
Project Manager:
HONORABLE MAYOR &CITY CO~CILMEMBERS
JOEL ROJAS,COMMUNITY DEVE ENT DIRECTOR
NOVEMBER 20,2012
CONTRACT AND BUDGET APPROPRIATION TO PREPARE AN
AMENDMENT TO THE CITY'S GENERAL.PLAN HOUSING
ELEMENT
CAROLYN LEHR,CITY MANAGER c!2-
So Kim,Associate Planner t:OfV
RECOMMENDATION
Authorize Staff to execute a professional services agreement for the Mayor's signature in
an amount not to exceed $17,950 with Castaneda &Associates to prepare an amendment
to the City's General Plan Housing Element and adopt Resolution No.2012-_,approving
a budget appropriation to pay for said services.
BACKGROUND
All General Plans must contain a Housing Element that addresses existing and projected
housing needs,along with goals,policies,objectives and programs for the preservation,
improvement and development of housing.Unlike other elements of the City's General
Plan,pursuant to State Law a Housing Element must be updated every five years.The
last update for the City was certified by the California Department of Housing and
Community Development (HCD)in 2010.The next Housing Element update for all cities is
due to HCD by October 15,2013.
Similar to the approach taken in 1992,2001 and 2008,Staff is proposing to use an outside
consultant to prepare the City's Housing Element update.As such,Staff has selected a
professional consultant and is now recommending authorization to enter into an agreement
with the consultant to begin preparation of the Housing Element update.
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DISCUSSION
STATE HOUSING ELEMENT REQUIREMENT:
The current Housing Element cycle requires cities to plan for needed housing for the period
between October 2013 and 2021.State Law requires Housing Elements to include certain
components including:
• A Housing Needs Assessment:1)Existing Needs -The number of households
overpaying for housing,living in overcrowded conditions,or with special housing
needs,the number of housing units in need of repair,and assisted affordable units
at-risk of converting to market rate;and 2)Projected Needs -The City's share of
the regional housing need as established in the RHNA (Regional Housing Needs
Assessment),adopted by the Regional Council.The allocation establishes the
number of new units needed,by income category,to accommodate expected
population growth over the planning period of the housing element.
• A Sites Inventory and Analysis:An estimate of the number of housing units that
can be accommodated on each site identified in the land inventory within the
planning period,including a description of the methodology used to estimate the
realistic capacity,with consideration of all applicable land-use controls and site
improvement requirements,existing uses and small sites less than one acre in size.
•An Analysis of Constraints on Housing:Governmental -Includes land-use
controls,fees and exactions,on-and off-site improvement requirements,building
codes and their enforcement,permit and processing procedures,and potential
constraints on the development or improvement of housing for persons with
disabilities.
•Housing Programs:Identify adequate sites to accommodate the locality's share of
the regional housing need;assist in the development of housing for extremely low,
lower-and moderate-income households;remove or mitigate governmental
constraints;conserve and improve the existing affordable housing stock;promote
equal housing opportunity;and preserve the at-risk units identified.
•Quantified Objectives:Estimates on the maximum number of units,by income
level,to be constructed,rehabilitated,and conserved over the planning period of the
element.
Once prepared,a draft of the Housing Element update will be presented to the Planning
Commission and City Council for review and approval.Once approved by the City Council
it will then be forwarded to Department of Housing and Community Development (HCD)for
review and approval.The Housing Element update to be produced under this contract
must be submitted to HCD for its review by October 15,2013.
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PROJECT SCOPE:
The consultant will conduct an analysis of the City's housing needs and future development
capacity,taking into account any revisions to the Zoning Code that occurred since the last
Housing Element update,and other City policies that affect housing.The consultant will
utilize information obtained through the on-going comprehensive update of the City's
General Plan,including any data that has been collected and any relevant information from
the General Plan Update Steering Committee's review of housing goals and policies.
Lastly,the consultant will provide statistical data and narratives to assist Staff in completing
the required environmental analysis for the Housing Element update,as preparation of the
necessary CEQA document is not included in the scope of work.Thus,the environmental
review,which Staff currently anticipates being the preparation of a Negative Declaration,
will be conducted by Staff.
Staff envisions that the first draft of the updated Housing Element will be presented to the
Planning Commission in March 2013.Once the Planning Commission reviews and
approves its contents,the updated Housing Element will be provided to the City Council for
its review and approval.The City Council approved document will then be submitted to
HCD.The City's consultant will monitor the HCD review process,as it is anticipated that
HCD will have comments on the City's submittal.The consultant will incorporate and
address any HCD's comments and present the final version of the Housing Element
update back to the Planning Commission and City Council by August 31,2013 for final
review and approval.
CONSULTANT SELECTION:
A Request for Proposals (RFP)was distributed to 15 firms with experience in housing
element preparation.The City received proposals from the following four firms:Castaneda
&Associates ($17,950),Hogle-Ireland,Inc.($31,800),RBF Consulting ($25,318)and
Sapphos Environmental Inc ($48,220.50).After reviewing the proposals,Staff believes that
Castaneda &Associates would be the best firm to complete the project based on their
familiarity with the City and the current Housing update,time constraints to conduct the
amendment and the lowest fee estimate.
Staff believes that Castaneda &Associates is highly qualified to complete the project based
on their professional experience with housing analysis in a variety of jurisdictions,their
ability to work flexibly with Staff,and Staff's assessment of their capacity to complete the
project in a timely manner.Examples of Housing Elements or housing analysis projects
that Castaneda &Associates has produced include the cities of Carpinteria,Bellflower,and
Artesia.Further,Castaneda &Associates prepared the City's last three Housing Element
updates,including the most recent 2008 Housing Element,which was approved by the State.
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CONCLUSION
For the reasons noted above,Staff recommends that the Council authorize Staff to execute
a professional services agreement for the Mayor's signature in an amount not to exceed
$17,950 with Castaneda &Associates.
FISCAL IMPACT
Municipal Code section 2.44.060 provides an exemption from bid procedures for licensed
professionals.As such,Staff is requesting that the City Council approve retention of
Castaneda &Associates as qualified professionals.
Staff requests a budget adjustment from the General Fund in the amount of $17,950 to pay
for the cost of the consultant contract.If City Council adopts the resolution approving the
adjustment,the revised estimate of General Fund Reserves in excess of the policy
threshold will be $704,893.The FY12-13 Statement of Estimated General Fund Reserves
is attached.iI"
ATTACHMENTS
•Resolution No.2012-_
•Agreement for Consulting Services
•Proposal by Castaneda &Associates
•Statement of Estimated General Fund Reserves (FY12-13)
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RESOLUTION NO.2012-
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO
PALOS VERDES,AMENDING RESOLUTION NO.2012-43,THE
BUDGET APPROPRIATION FOR FY12-13,TO FUND CERTAIN
PROFESSIONAL SERVICES ASSOCIATED WITH THE AMENDMENT
TO THE GENERAL PLAN HOUSING ELEMENT.
WHEREAS,Section 3.32 of the Rancho Palos Verdes Municipal Code provides
that all expenditures in excess of budgeted allocations must be by supplemental
appropriation of the City Council;and,
WHEREAS,on June 19,2012,the City Council of the City of Rancho Palos
Verdes adopted Resolution No.2012-43,approving a spending plan and authorizing a
budget appropriation for FY12-13;and,
WHEREAS,a budget increase in the General Fund is necessary to fund
professional services needed to perform certain due diligence"tasks associated with the
amendment of the General Plan Housing Element.
NOW,THEREFORE,THE CITY COUNCIL OF THE CITY OF RANCHO PALOS
VERDES DOES HEREBY FIND,DETERMINE AND RESOLVE AS FOLLOWS:
Section 1:The following increase is made to the General Fund FY12-13
budget:Community Development,account number 101-4001-441-32-00,for the amount
of $17,950.
PASSED,APPROVED AND ADOPTED this 20 th day of November 2012.
Mayor
Attest:
City Clerk
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES )ss
CITY OF RANCHO PALOS VERDES )
I,Carla Morreale,City Clerk of the City of Rancho Palos Verdes,hereby certify that the
above Resolution No.2012-_was duly and regularly passed and adopted by the said
City Council at a regular meeting held on November 20,2012.
City Clerk
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AGREEMENT FOR CONSULTING SERVICES
THIS AGREEMENT is executed this 20th day of November,2012 by and between the
City of Rancho Palos Verdes (hereinafter called "CITY"),and Castaneda and Associates
(hereinafter called "CONSULTANT").
RECITALS
WHEREAS,CITY is required by California State Law to update its General Plan Housing
Element;and,
WHEREAS,CONSULTANT represents that it is professionally qualified and able to
prepare the Housing Element Update in compliance wth the applicable state lavvs and in a
format consistent with the California State Department of Housing and Community Development
(HCD)requirements.
NOW,THEREFORE,the parties agree as follows:
Section 1.CONSULTANT'S Services.Consultant shall perform professional
services by preparing the General Plan Housing Element Update as set forth in the "Proposal",
attached hereto as Exhibit "A"and made a part hereof by this reference,including the following
services:
(a)When requested,CONSULTANT shall attend and participate in meetings
with CITY staff as well as Public Hearings,which are necessary for the preparation and
completion of the General Plan Housing Element Update.Included wthin the compensation
provided pursuant to Section 3 of this Agreement,are attendance by CONSULTANT at a total of
two (2)meetings of the Planning Commission or City Council as determined by City Staff.The
Planning Commission or City Council meeting may be structured as a "public hearing",
"workshop"and/or "study session".For additional meetings,which CONSULTANT is requested
to attend by CITY,CONSULTANT shall be compensated at the rates set forth in Exhibit "A",
which is attached hereto and incorporated herein by reference.
(b)CONSULTANT shall supply CITY with the electronic deliverables
described in the "Proposal"attached as Exhibit "A",including the following documents:
Drafts of various Work Task Items as noted in the 'Proposal",Preliminary Draft of
the Housing Element Update,Draft Housing Element for HCD review,Draft Housing Element for
Planning Commission review,Public Hearing Draft Housing Element for City Council review,and
Final approved Housing Element.
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Contract for Services·Castaneda and Associates
November 20,2012
Page 2 of8
(c)All reports,information,data and exhibits prepared or assembled by
CONSULTANT in connection with the performance of its services pursuant to this Agreement
are confidential until released by CITY to the public,and CONSULTANT agrees that they shall
not be made available to any individual or organization without prior written consent of the CITY
prior to such release.All such reports,information,data and exhibits shall be electronically
delivered to CITY upon demand without additional cost or expense to CITY.All charts,tables,
figures,and maps,which are prepared with computer-based mapping or spreadsheet programs,
shall be provided to CITY in their original formats.
(d)CONSULTANT shall respond to those comments raised by CITY staffs
review and/or HCD's review of the documents in order to facilitate"Cdl'npletion thereof.
Consultant shall also respond to all comments from the public,responsible agencies,and/or
other interested parties regarding the Draft Housing Element.
(e)This agreement and the scope of work to be performed by CONSULTANT
may only be amended in a written document executed by both of the parties to this agreement.
Section 2.Time of Performance.CONSULTANT shall timely perform the
services described above as shown in the Draft schedule within the attached Exhibit "A".If the
State Legislature approves an extension of the deadline for the CITY to file the Updated Housing
Element,then a revised Draft Schedule may be submitted by the CONSULTANT for review and
approval by CITY.
Section 3.Compensation.CITY agrees to compensate
CONSULTANT,and CONSULTANT agrees to accept in full satisfaction for the services
provided for hereunder,a fixed fee not to exceed $17,950 for the Housing Element Update,
which includes all labor and subconsultant costs,as described in the attached Exhibit "A".In
addition,this fixed fee shall include all expenses for delivery,fax,phones,mileage,etc.
Not included in this fixed fee are expenses incurred for attending meetings beyond those
specified in Section 1.(b)of this contract;analysis of key issues in addition to those identified in
attached Exhibit "A",changes in the project scope of work requiring additional work beyond the
estimated cost allotted for copies as specified in Exhibit "A".
The actual costs of CONSULTANT'S services and expenses shall be itemized on an
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Contract for Services·Castaneda and Associates
November 20,2012
Page 3 of8
Invoice form,and CITY shall pay CONSULTANT for said undisputed services and expenses.
Payments shall be made based upon Consultant's monthly invoices up to the maximum amounts
set forth in the following schedule:
Schedule 1 -Payment Schedule
Work Task 1:Update the Sites In\entory and Analysis
Work Task 2:Housing Program Outline
Work Task 3:Preparation of Technical Studies
Work Task 4:Public Participation and Consultation ~.
Work Task 5:Screencheck and Draft Housing Element
Work Task 6:HCD Review,Revised Draft,HCD Review of Revision
Work Task 7:Public Hearing Draft and Public Hearings
Direct Costs:Mileage and other
Total Fee
$1,920.00
$1,560.00
$6,600.00
$2,700.00
$2,400.00
$1,440.00
$1,080.00
$25000
$17,950.00
Any work approved pursuant to section 1(f)of this agreement shall be included in the
appropriate segment of the foregoing schedule,as determined by the City,and the maximum
billing amounts shall be adjusted accordingly.
Five percent (5%)of each bill submitted by CONSULTANT shall be held by CITY in a
retention account.The retained funds will be released to CONSULTANT upon successful
completion of the project as determined by City Staff.
If CONSULTANT is requested by CITY to revise or supplement the Housing Element
with additional data,information or analysis beyond the work described in Work Task 6 of
Schedule 1 above,solely as a result of the CONSULTANT'S failure to comply with the
requirements of State Law,or based upon comments from HCD on the Draft Housing Element,
CONSULTANT shall provide such revision or supplement at no additional cost to the CllY.
If changes to existing laws,rules,regulations or policies of any state,federal or local
governmental authority having jurisdiction over the project occur,or new,unforeseen issues
arise,CONSULTANT will perform such additional services on a time-and-materials basis,at the
rates set forth in Exhibit "A".
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Contract for Services·Castaneda and Associates
November 20,2012
Page 4 of8
Section 4.Independent Contractor.CONSULTANT will act hereunder as an
independent contractor.This Agreement shall not and is not intended to constitute
CONSULTANT as an agent,servant,or employee of the CITY and shall not and is not intended
to create the relationship of partnership,joint venture or association between the CITY and
CONSULTANT.
Section 5.Assignment.This agreement may not be assigned in whole or in part,
without the prior written consent of CITY.
Section 6.Consultant.The CONSULTANT shall have.a Responsible Principal
who shall be principally responsible for the CONSULTANT'S obligations under this Agreement
and who shall serve as principal liaison between CITY and CONSULTANT.The name of the
Responsible Principal is Ralph Castaneda.Designation of another Responsible Principal or
Project Manager by CONSULTANT shall not be made without the prior written consent of CITY.
Section 7.Personnel.CONSULTANT represents that it has,orshall secure at its
own expense,all personnel required to perform CONSULTANT'S services under this
Agreement.CONSULTANT may associate with or employ associates or subconsultants in the
performance of its services under this Agreement,but at all times shall be responsible for their
services.
Section 8.City:Liaison.CONSULTANT shall perform under the general
supervision of the Director of Planning,Building and Code Enforcement of CITY ("Director")or
his or her designee,and all communications,instn.Jctions and directions on the part of the CITY
shall be communicated exclusively through the Director or his or her designee.
Section 9.Data and Services to be Furnished by CITY.All information,data,
records,reports and maps as are in possession of CITY and necessary for the carrying out of
this work shall be available to CONSULTANT without charge.
Section 10.Interests of CONSULTANT.The CONSULTANT affirms that it presently
has no interest and shall not have any interest,direct or indirect,which would conflict in any
manner with the performance of the services contemplated by this Agreement.No person
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Contract for Services·Castaneda and Associates
November 20,2012
Page 50f8
having any such interest shall be employed by or be associated with the CONSULTANT or any
subconsultant.
The parties agree:
(a)CITY has sole discretion to direct the work and evaluate the performance of
CONSULTANT and CITY retains the right to terminate this Agreement or replace
CONSULTANT at any time,in accordance with the provisions of Section 13 herein.
(b)CITY has sole discretion to determine the amount of compensation paid to
CONSULTANT,in accordance with the provisions of this agreement.
(c),CITY shall pay CONSULTANT from a CITY account under the exclusive control
of CITY.j}"
Section 11.Insurance.CONSULTANT shall submit to CITY certificates indicating
compliance with the following minimum insurance requirements,to be maintained during the
term of this agreement,not less than one (1)day prior to the beginning of performance under
this Agreement.
1.Worker's Compensation Insurance to cover its employees as required by the
California Labor Code.
The CONSULTANT shall require all subcontractors similarly to provide such
compensation insurance for their respective employees.
2.Automobile liability protecting CONSULTANT in an amount not less than the
greater of:$500,000 per accident for bodily injury and property damage or the amount required
by state law.Such policies of insurance shall:
(a)Be issued by an insurance company which is admitted to conduct
business in the State of California and which is rated in Best's Insurance Guide with a rating of A
VII or better.
(b)Be acceptable to the City Attomey,and failure to comply with these
insurance requirements shall be a material breach of the Agreement.
3.CONSULTANT shall not commence the performance of its services under this
contract until the above insurance has been obtained and appropriate Certificates of Insurance
have been filed with CITY.CONSULTANT further agrees that a clause substantially similar to
this Section 11 will be included in any subcontract executed under this contract.
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Contract for Services·Castaneda and Associates
November 20,2012
Page 6 of8
Section 12.Indemnification.CONSULTANT agrees to defend and indemnify the
City,its officers,employees,and agents against,and '-'\111 hold and save them and each of them
harmless from damages to persons or property,penalties,obligations,liabilities,and costs,
including but not limited to reasonable costs of defense,that may be claimed by any person,
firm,entity,corporation,political subdivision or other organization to the extent caused by the
negligent acts or intentional tortious acts,errors or omission of CONSULTANT or those for
whom CONSULTANT is legally responsible.However,if any information or data prepared or
provided by consultant is misused by an agent of the City,consultant shall not be responsible for
such misuse of data.
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Section 13.Termination.The executory provisions of this Agreement may be
terminated by CITY upon five (5)days written notice to the CONSULTANT without further action
by CITY.The executory provisions of this agreement may be terminated by the CONSULTANT
upon thirty (30)days written notice to the CI1Y.In the event of such termination by the CITY,the
CITY shall pay the CONSULTANT for work satisfactorily completed to date of such termination,
but in no event to exceed the compensation described in Section 3 of this agreement,based on
the percentage of completion of CONSULTANT's work on the date of termination,provided such
work is in a form usable by CITY.
Section 14.Notice.Any notice or materials required to be given to the
CONSULTANT shall be deemed duly and properly given upon delivery,if sent to CONSULTANT
postage prepaid to:
Mr.Ralph Castaneda
Castaneda and Associates
3638 University Avenue,Suite 203
Riverside,CA 92501
or personally delivered to CONSULTANT at such address or other address specified to the CITY
in writing by CONSULTANT.
Any notice or materials required to be given to the CITY shall be deemed duly and
properly given upon delivery,if sent to the CITY postage prepaid to:
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Contract for Services·Castaneda and Associates
November 20,2012
Page 7 of8
Community Development Director
clo City of Rancho Palos Verdes
30940 Hawthorne Blvd.
Rancho Palos Verdes,CA 90275
or personally delivered to CITY at such address or other address specified to the CONSULTANT
in writing by the CITY.
Section 15.Entire Agreement.This agreement represetlts the entire integrated
agreement between CITY and CONSULTANT,and supersedes all prior negotiations,
representations or agreements,either written or oral.This Agreement may be amended only by
a written instrument signed by both CITY and CONSULTANT.
Section 16.Litigation Costs.Should any dispute under this Agreement lead to
litigation,the prevailing party shall be entitled to reasonable attomeys'fees for the prosecution of
the action.
Section 17.Applicable Law.This Agreement and any dispute arising hereunder
shall be governed and interpreted in accordance with the laws of the State of California.Venue
for any action arising from this Agreement,including but not limited to mattelS concerning
validity,construction,performance or enforcement shall be exclusively in the state of federal
courts located in Los Angeles County.
Section 18.Business License Reguired.Consultant shall obtain a City
Business License prior to commencing preparation of the documentation as outlined in this
agreement.
Section 19.Merger Clause.This Agreement and its Exhibits are the entire
understanding of the parties,and there are no other terms or conditions,written or oral,
controlling this matter.In the event of any conflict between the provisions of this Agreement and
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Contract for Services -Castaneda and Associates
November 20,2012
Page 8 of 8
any of its Exhibits,the provisions of this agreement shall prevail.
Section 20.Provisions Cumulative.The foregoing are cumulative and in
addition to and not in limitation of any other rights or remedies available to the CITY.
Section 21.Anti-Waiver Clause.None of the provisions contained herein shall be
waived because of previous failure to insist upon strict performance,nor shall any provision be
waived because any other provision has been waived in whole or in part.
EXECUTED the day and year first stated above.
"CITY"City of Rancho Palos Verdes
By _
Anthony M.Misetich,MAYOR
"CONSULTANT"
ATTEST:
CITY CLERK
Attachments:
Exhibit A (Addendum &Original Proposal)
Ralph Castaneda and Associates
By _
(NamelTitle)
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Memorandum
Date:October 24,2012
To:So Kim
Associate Planner
From:Ralph Castaneda,Jr.
Housing Consultant
Re:Addendum -Housing Element Proposal
Reduced Costs
The letter dated October 15,2012 states "this effort should be less than what occurred prior."Our proposal
considered that some components of the update would not take thee same level of effort as the prior
Housing Element.However,the cost estimate for the Update was $18,950 while the prior element cost was
$25,700.Thus,in our view,the proposal had already considered reduced costs by 26%.
Completeness Checklist and Streamlined Review Process
HCD had prepared a "completeness checklist"and "streamlined review process."Earlier this week and this
morning I checked the HCD website and could not find either the draft or final version.
HCD indicated that they planned to use the "completeness checklist"as a means to confirm that a draft
element contained all the mandated components.If the "completeness checklist"did not so demonstrate,
then HCD would mail back the element and not review it.This - I thought -was a precarious position
because the statute does not allow HCD to do this.Per the statute,HCD is obligated to review drafts and
submit its written findings in 60 days.
Redlining an Existing Document
Assuming the "completeness checklist"and "streamlined review process"process are finalized,the idea of
redlining an existing document is not a practical idea.Even if an element were so prepared,it would be
exceedingly confusing for the reader to understand,particularly the general public.It also is not practical for
the following reasons:
Housing Needs Assessment -all of the data and analysis needs to be updated and revised according to
the best possible data sources.Our previous discussions with HCD staff indicated that in Department's
opinion Housing Elements do not need to be as lengthy as they have been in the past.We have taken this
advice to heart and we recently completed a needs assessment update for another city that reduced the
content from about 30 pages to 18.
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Housing MarkeUNon-governmental Constraints -all of the data and analysis needs to be updated such as
land costs,construction costs,and financing costs.It will be much easier to just update the entire analysis
(and reduced the number of pages)than to redline an existing document and insert new data.
Governmental Constraints -this analysis could be the easiest to update if the same constraints existed.
However,the City adopted Development Code amendments which eliminated the constraints.So the
analysis has to be updated to account for the amendments and to document that few,if any,governmental
constraints exist.
Progress Report:this analysis cannot be redlined.The report covers the 2006-2014 planning period.
Goals and Policies:these statements may not change dramatically.If so,we can inform the HCD reviewer
of th is fact.
Housing Programs:the programs for the 2014-2021 planning period may be significantly different from the
current planning period.The City already has adopted code amendments';'for example.Other programs
may be eliminated or have reduced objectives because of the RDA dissolution and CDBG funding
cutbacks.
HCD Coordination
The proposal includes coordination with HCD primarily after the City has received written findings and
comments on the Draft Housing Element.What we usually accomplish is to prepare written responses to
each comment and review those with Staff.Following this step,we submit the responses to the HCD
reviewer and over an exchange of e-mails reach an understanding of the adequacy of the responses.We
then incorporate the responses in a revised Draft for HCD review.
The main effort in coordination is to discuss the responses via e-mails or telephone conversations.
Thus far,I have made no budget adjustment for HCD coordination.Staff may want to handle the
coordination after the responses have been prepared and during the HCD review of the revised Draft
Housing Element.If staff wishes to do this,I can make a slight reduction to the hours and costs.
Revised Estimated Cost
Table 1 shows the revised budgeUestimated cost.Reproduction was included because the RFP requested
the "number of copies"for the draft and final elements.
Revised Time Schedule
The original schedule projected a startup date of October 2012.The new startup date probably will be early
December 2012.Table 2 shows the revised Time Schedule.
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City of Rancho Palos Verdes
Addendum
Proposal -Housing Element Update
Table 1
City of Rancho Palos Verdes
Housing Element Update·Estimated Fee
Work Task 1:Update the Sites Inventory and Analysis $1,920.00
Work Task 2:Housing Program Outline $1,560.00
Work Task 3:Preparation of Technical Studies $6,600.00
Work Task 4:Public Participation and Consultation $2,700.00
Work Task 5:Screencheck and Draft Housing Element $2,400.00
Work Task 6:HCD Review,Revised Draft,HCD Review of $1,440.00
Revision
Work Task 7:Public Hearinq Draft and Public Hearinqs $1,080.00
Direct Costs:Mileage and other $25000
Estimated Fee $17,950.00
*No reproduction cost estimate as transmittals will be handled electronically.Mileage estimate is
based on 2 RT @ 142 miles per trip or 284 total miles plus 90 miles within the area times
$.51/mile equals $200 rounded.No mark-up for reimbursable expenses.
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City of Rancho Palos Verdes
Addendum
Proposal -Housing Element Update
Table 2
City of Rancho Palos Verdes
Housing Element Update Schedule
Work Tasks Proposed Schedule
Work Task 1 Update Sites Inventory and December 2012
Analysis
Work Task 2 Housina Proaram Outline January 2013
Work Task 3 Preparation of Technical Studies
Task 3.1 Proqress Report January 2013 to March 2013
Task 3.2 Housing Needs Assessment January 2013 to March 2013
Task 3.3 Analysis of Governmental Constraints January 2013 to March 2013
Task 3.4 Analysis of Non-Governmental Constraints January 2013 to March 2013
Work Task 4 Public Participation and December 2012 to March 2013
Consultation
Work Task 5 Screencheck and Draft Housing April 2013
Element
Work Task 6 HCD Review,Revised Draft,and April 2013 thru August 2013
HCD Review of Revised Draft
Work Task 7 Public Hearing Draft Housing July to August 2013 CEQA
Element and Public Hearings Public hearings in September and
October 2013
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Proposal
2014-2021 Housing Element Update
Submitted to:
City of Rancho Palos Verdes
Community Development Department
30940 Hawthorne Boulevard
Rancho Palos Verdes,CA 90275
Submitted by:
Castaneda &Associates
3638 University Avenue
Suite 203
Riverside,CA 92501
August 27,2012
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Castaneda &Associates
August 24,2012
So Kim
Associate Planner
City of Rancho Palos Verdes
Community Development Department
30940 Hawthorne Boulevard
Rancho Palos Verdes,CA 90275
Re:Proposal for the 2014..2021 Housing Element Update
Dear Ms.Kim:
RECEIVED
AUG 27 2012
COMMUNITY DEVELOPMENT
DEPARTMENT
We are pleased to have the opportunity to submit a proposal for the Housing Element Update.
The proposal includes the following information:"'-
»Description of the Work Tasks
»Time Schedule
~Estimated Fee including Hourly Rates
}>References
>Resumes
-»..-Data Sou fees
»No Conflict of Interest Statement
»HCD Letter Regarding Adoption Schedule
If you should have any questions on any aspect of our proposal,please call me.
Sincerely,
~r
Ralph Castaneda,Jr.
3638 University Avenue
Suite 203
Riverside,CA 92501
951.235.2755
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Proposal
2014-2021 Housing Element Update
Submitted to:
City of Rancho Palos Verde's
Community Development Department
30940 Hawthorne Boulevard
Rancho Palos Verdes,CA 90275
Submitted by:
Castaneda &Associates
3638 University Avenue
Suite 203
Riverside,CA 92501
August 27,2012
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CITY OF RANCHO PALOS VERDES
HOUSING ELEMENT PROPOSAL
TABLE OF CONTENTS
1.Scope of Work 1
Work Task 1-Update Sites Inventory and Analysis 1
Work Task 2-Housing Program Outline 2
Work Task 3-Preparation of Technical Studies 3
Work Task 3.1 -Progress Report 4
Work Task 3.2 -Housing Needs Assessment 4
Work Task 3.3 -Analysis of Govemmental Constraints 5
Work Task 3.4 -Analysis of Non-Govemmental Constraints 5
Work Task 4-Public Participation and Consultation 6
Work Task 5-Screencheck and Draft Housing Element 6
Work Task 6-HCD Review,Revised Draft Housing Element and HCD Review of the
Re'vised Draft 7
Work Task 7-Public Hearing Draft Housing Element and Pubjic Hearings 8
2.Schedule 8
3.Cost Proposal 8
4.References 10
5.Resumes 12
Attachment A-Housing Element Data Sources 14
List of Tables
1 City of Rancho Palos Verdes Share of Regional Housing Needs January 1,2014 -
September 30,2021 1
2 City of Rancho Palos Verdes Housing Element Update -2014-2021 Housing Program
Outline List of Specific Programs by Program Category 3
3 City of Rancho Palos Verdes Housing Element Update -Schedule 9
4 City of Rancho Palos Verdes Housing Element Update -Estimated Fee 9
Attachment A-List of Tables
1 City of Rancho Palos Verdes Housing Element Update:2014-2021 Data Sources for
Existing Housing Needs Assessment 14
2 City of Rancho Palos Verdes Housing Element Update:2014-2021 Data Sources for
Special Housing Needs Assessment 15
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PROPOSAL
1.Scope of Work
CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDATE
Work Task 1 -Update Sites Inventory and Analysis
Work Task 1 will identify sites that can accommodate the City's share of the regional housing
need.The Draft RHNA is scheduled for SCAG approval on October 6,2012 and HCD approval
in early December 2012.Table 1 below shows that the draft 2014-2021 RHNA allocates 31
housing units to the City.
Table 1
City of Rancho Palos Verdes
Share of Regional Housing Needs
January 1,2014 -September 30,2021
Income Number PercentGroup
Extremely Low 4 ~.12.9%
Very Low 4 12.9%
Low 5 16.1%
Moderate 5 16.1%
Above Moderate 13 42.0%
Total:31 100.0%
Source:Southern California Association of Governments,Draft
Regional Housing Needs Allocation Plan
Each site will be listed in terms of how it accommodates the needs of one of three income
groups:
,.Lower Income (13 housing units)
,.Moderate Income (5 housing units)
.,.Above Moderate Income (13 housing units)
SItes for five of the 13 lower income housing need can be accommodated by the inclusionary
housing units of the Crestridge Senior Housing Project and the Highridge Condominium Project.
Consequently,sites must be identified that can accommodate an additional eight lower income
housing units.
Second units will probably accommodate the moderate income housing need.The above
moderate income housing need can be accommodated by the Crestridge Senior Housing
Project and the Highridge Condominium Project.
Mixed-use development that includes residential uses pursuant to the Western Avenue
Vision/Strategic Plan may accommodate the housing needs of one or more of the income
groups.
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDA TE
It is very important that the Draft Housing Element -when submitted to HCD -demonstrate
sufficient sites to accommodate the City's share of the 2014~2021 regional housing need.If
there is a short-fall of sites at the beginning of the new planning period,then HCD will require
the City to comply with Government Code Section 65583.2(h)and (i).This Section requires
multifamily uses by right,minimum densities and specific development standards.
Work Task 2 -Housing Program Outline
The Housing Element Law requires a "program"to address the following statutory mandates:
,.Identify Actions to Make Sites Available to Accommodate the City's Share of the
Regional Housing Need [Government Code Section 65583(c)(1)]
y Assist in the Development of Adequate Housing to Meet the Needs of Extremely
Low-,Very Low-,Low-and Moderate Income Households [Government Code
Section 65583(c)(2)]
y Address and,Where Appropriate and Legally Possible,Remove Governmental
Constraints to the Maintenance,Improvement and Development of Housing
[Government Code Section 65583(c)(3)]iI"
y Conserve and Improve the Condition of the Existing Stock of Affordable Housing
[Government Code Section 65583(c)(4)]
y Promote Housing Opportunities for All Persons Regardless of Race,Religion.Sex,
Marital Status,Ancestry,National Origin,Familial Status,or Disability [Government
Code Section 65583(c)(5)J
y Preserve Assisted Housing at Risk of Conversion to Market Rate Housing
[Government Code Section 65583(c)(6)J
The purpose of this Work Task is to identify early in the development of the Housing Element,
the existing and proposed programs that satisfy the requirements of State law.We will complete
a review of the follOWing:
,.Current Housing Program
,.Housing Element Progress Reports
y Planning Commission and City Council implementation actions
Table 2 shows how the individual programs will be organized in accordance with the six
mandated program categories.
The purpose of the Housing Program Outline is to identify -
,.Programs that should be retained
,.Programs that should be eliminated because they already have been accomplished
,.Programs that should have reduced objectives because of funding cutbacks
The retention of some programs and/or their quantified objectives may need to be re-considered
because of CDBG funding cutbacks,dissolution of the Redevelopment Agency,and lack of
enough staff time to implement all of the desired programs.
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDATE
The preliminary decisions made on the Housing Program Outline will be continuously revisited
as the remaining Work Tasks are completed and the Screencheck Draft Housing Element is
being prepared.
Table 2
City of Rancho Palos Verdes
Housing Element Update -2014-2021
Housing Program Outline
List of Specific Programs by Program Category
I Program Category Specific Program
Category 1 -Identify Housing Sites to 1.
Accommodate the City's Share of the 2.
Regional Housing Need
Category 2 -Assist in the Development 3.
of Lower Income and Moderate Income 4.Housing
5.iI"
6.
7.
Category 3 -Remove Governmental 8.1
Constraints to the Maintenance,9.
Improvement and Development of 10.
Housing 11.
Category 4 -Conserve and Improve 12.
EXisting Stock of Affordable Housingf---
Category 5 -Promote Housing 13.
Opportunities for All Persons 14.~-...-
Category 6 -Preserve Assisted 15.
Housing at Risk of Conversion to 16.
Market Rate Housing
Category 7 -Promote Energy 17.
Conservation*18.
"'Note:Because HCD insists that energy conservation opportunities be accompanied by a "program,"
we have added a seventh category.
Work Task 3 -Preparation of Technical Studies
This Work Task involves the completion of the following:
,.Progress Report
,.Housing Needs Assessment
,.Analysis of Non-Governmental Constraints
,.Analysis of Governmental Constraints
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDATE
Work Task 3.1 ~Progress Report
This Work Task will produce a report on the progress that the City has made toward
implementing the adopted Housing Element.Such an evaluation,HCD suggests,should focus
on the following:
,."Effectiveness of the element'(Section 65588(a)(2)):A comparison of the actual
results of the earlier element with its goals,objectives,policies and programs.The
results should be quantified where possible (e.g.,rehabilitation),but may be
qualitative where necessary (e.g.,mitigation of constraints).
,."Progress in implementation"(Section 65583(a)(3):An analysis of the significant
differences between what was projected or planned in the earlier element and what
was achieved.
,."Appropriateness of goals,objectives and policies"(Section 65588(a)(1»:A
description of how the goals,objectives,policies and programs of the updated
element incorporate what has been learned from the resulJsfj)f the prior element.
The Progress Report will be based primarily on a review of the Annual Housing Element
Progress Reports.Additionally,we will work with staff to project accomplishments through
January 1,2014 and June 30,2014.
Work Task 3.2 -Housing Needs Assessment
We will prepare an updated analysis for the housing need categories identified in the Housing
Element Law:
,.Existing housing needs
,.Special housing needs
,.Projected housing needs
In preparation for the 2014~2021 planning period,we have completed research on data sources
for the housing needs assessment.We have identified the most current and reliable data
sources and have already prepared sample tables for each of the existing and special needs
categories.A summary is presented below:
,.Table 1 in Attachment A lists the data sources that will be consulted during the
preparation of the existing housing needs assessment.
,.Table 2 lists the data sources that will be used in the completion of the special
housing needs assessment.
HCD has recently published its most recent guidance in Updating the Housing Element -
Planning for California's Future 2010.The new HCD guidance indicates that housing elements
must comply with the provisions of S8 812 (Ashburn)2010 which requires an analysis of the
needs of persons with developmental disabilities.HCD summarizes this new requirement as
follows:
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDATE
Requires the analysis of the disabled to include an evaluation of the special housing
needs of persons with developmental disabilities.The analysis should include a
quantification of the number of persons with developmental disabilities,an analysis of
the housing need,and a discussion of resources.
"Developmental disability"means a disability that originates before an individual attains
age 18 years,continues,or can be expected to continue,indefinitely,and constitutes a
substantial disability for that individual.This includes mental retardation,cerebral palsy,
epilepsy,and autism.-Section 4512 of the Welfare and Institutions Code
We have considerable experience in assessing the needs of the developmentally disabled.
Castaneda &Associates is the housing consultant to Mentally and Educationally Retarded
Citizens,Inc.(MERCI),a non-profit 501 (c)(3)organization who has served the needs of
developmentally disabled persons for more than 55 years.We helped MERel acquire RDA and
HOME funds for the development of an SRO housing development.
Work Tas'k 3.3 -Analysis of Governmental Constraints
~.
The City has adopted the Development Code amendments recommended by the current
Housing Element which include density bonus ordinance;SRO,transitional and supportive
housing;emergency shelters;and a reasonable accommodation procedure.As a reSUlt,the
analysis of governmental constraints will require only a minor update.However,the analysis will
need to describe the adopted amendments and should provide information on applications,if
any,for density bonus units and reasonable accommodations.
Additionally,the analysis of governmental constraints should include information on the Western
Avenue Vision/Strategic Plan.As noted in the current Housing Element,this planning effort
contributes to achieving a variety of housing types.
Work Task 3.4 -Analysis of Non-Governmental Constraints
The non-governmental constraints analysis will be updated based on data resources such as:
,..Land Costs:MLS listings
,..Construction Costs:Building Valuation Tables,input from the City's Building Official,
Saylor Publications,and California State Board of Equalization,Assessor's
Handbook Section 531,Residential BUilding Costs
,..Financing Availability:2011 Home Mortgage Disclosure Act (HMDA)data released in
September 2012,current interest rates and loan underwriting criteria
,..Median Sales Prices and Sales Price Distribution by Housing Type:California
Association of Realtors,DataQuick,and MUltiple Listing Service (MLS)listings
,..Monthly Apartment Rents:rental survey of larger apartment buildings.We will update
the rents and vacancies for the complexes that we surveyed in October 2007.
We have prepared sample tables based on the above data sources.The sample tables include
land costs,per square foot residential construction costs,interest rates,and financing
availability based on HMDA data
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDA TE
Work Task 4 -Public Participation and Consultation
Public participation is a requirement of the Housing Element Update.We suggest that this Work
Task incorporate the same efforts as those for the prior Housing Element:
,.Outreach to groups such as the Peninsula Seniors and Program for Developmentally
Disabled Persons REACH Program
,.Interviews with non-profit housing organizations
,.Notification to Homeowner's Associations and Churches
,.Planning Commission Community Workshop
These efforts could be supplemented by:
,.Resident survey posted on the City's website
.,.Posting Housing Element information on the City's website
Work Task 5 -Screencheck and Draft Housing Element
A Screencheck Housing Element will be submitted to staff for review and comment in January
2013.However,some components of the Work Tasks -such as the Housing Needs
Assessment -will be submitted to staff before the Screencheck is completed.The
Screencheck Housing Element will include:
,.Section 1 -Introduction
,.Section 2 -Housing Program (needs summary;goals,policies and objectives;and
specific programs)
,.Technical Appendix A -Housing Element Implementation Progress Report
,..Technical Appendix B -Housing Needs Assessment
,.Technical Appendix C -Sites Inventory and Analysis
,..Technical Appendix D -Non-Governmental Constraints Analysis
,.Technical Appendix B -Governmental Constraints Analysis
Following staff input on a Screencheck,a Preliminary Draft Housing Element will be prepared.
and presented to the Planning Commission at a Community Workshop.After this Workshop,a
Transmittal Draft will be completed and submitted to HCD in February 2013.
As preViously mentioned,the heart of the Housing Element is the "Housing Program"(Section
2)which is organized according to the six mandatory program categories.Because of HCD
insistence that energy conservation opportunities must be accompanied by a "program",we can
add a seventh category.For each program category,we will prepare:
,..Housing Need Summary (the reader will be referred to Technical Appendices for
detailed information)
,..Housing Goals,Policies,Objectives
vi'Goals
vi'Policies
vi'Objectives
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDATE
,.Specific Housing Programs
./Program Description
./Quantified Objective
-/Agency Responsible
-/City's Role in Program Implementation
./Funding
./TimeHne for Implementation
-/Beneficial Impacts
SB 375 added the following requirements:
A program which sets forth a schedule of actions during the planning period,each with
a timeline for implementation,which may recognize that certain programs are
ongoing,such that there will be beneficial impacts of the programs within the planning
period ...."
We have included a Timeline for Implementation and Beneficial h;;npacts in the description of
each individual program.Failure to adhere to timelines and to produce beneficial impacts is a
basis for a law suit.Therefore,it is very important that what is described in the Housing Program
can actually be accomplished during the planning period.
Work Task 6 -HCD ReView,Revised Draft Housing Element and HCD Review of
the Revised Draft
Work Task 5 probably will be completed over a 5-month period (February 2013 thru June 2013).
The Draft Housing Element will be transmitted to HCD,which will commence the 50-day review
period.HCD then will submit its written findings/comments.Upon receipt of the HCD written
findings/comments,we will prepare responses to each comment.Usually,the process we
employ is to summarize each HCD comment that requires an action (the City must,the City
should,etc).We then develop a brief description of how the City could respond to each HCD
comment.The brief descriptions are then reviewed with City staff in order to decide on nature of
the detailed response.
The detailed responses agreed to between consultant and staff will then be included in the
Revised Draft Housing Element which will be transmitted to HCD.HCD will then commence a
second 50-day review period.At the end of that period,HCD also will have written
findings/comments.We,and the staff,will work with the HCD reviewer to address the few
remaining comments.
It is important to note that HCD has never approved a housing element based on its first
submittal.However,if there are few comments and none adversely affect fundamental policies
of the City,then it may be possible to work informally with the HCD reviewer to address the
comments.The responses then would be incorporated in the Final Housing Element instead of
in the revised Draft.
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDATE
Work Task 7 -Public Hearing Draft Housing Element and Public Hearings
The Public Hearing Draft Housing Element will be completed in close coordination with City
staff.This Work Task includes the Public Hearings before the Planning Commission and City
Council,adoption of the Final Housing Element,and transmittal to HCD of the adopted Housing
Element.
2.SCHEDULE
Table 3 on the next page describes the schedule for completion of the Housing Element
Update.The schedule includes two submittals to HCD,which means that about 5 months are
expended on review by that Department and preparation of responses to written findings and
comments.However,as previously discussed,it may be possible to address HCD comments on
the Draft Housing Element during the preparation of the Public Hearing Draft.
The goal is to receive a letter from HCD by late June 2013 that states the "draft element will
comply with the State housing element law (Article 10.6 of the Government Code)when
adopted and submitted to the Department,pursuant to Government Code Section 65585(g)."
CEQA documentation then can be accomplished in July and August 2013 with the Public
Hearings being conducted in September and October 2013.
The last page of our proposal is the HCD letter on Clarification of Housing Element Adoption
Requirement (April 12,2012).
3.COST PROPOSAL
Table 4 shows our estimated fee of $18,950.00.The fee is itemized by Work Task.The fee is an
estimate as the staff may want to adjust the Scope of Work.
The hourly rates are listed below:
,.Principal
,.Demographer -Associate
,.Research Associate
,.Research Assistant
Project deliverables include:
$90/hr
$75/hr
$60/hr
$50/hr
,.Housing Needs Assessment
,.Analysis of Governmental Constraints
,.Analysis of Non-Governmental Constraints
,.Screen check Housing Element (2 copies)
,.Preliminary Draft Housing Element (8 copies)
,.Transmittal Draft Housing Element (2 copies)
,.HCD Completeness Checklist
,.Public Hearing Housing Element (12 copies)
,.Final Housing Element (1 original plus diskette)
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDATE
Table 3
City of Rancho Palos Verdes
Housing Element Update Schedule
I Work Tasks Proposed Schedule
I
Work Task 1 Update Sites Inventory and October 2012
Analysis
Work Task 2 Housing Program Outline October 2012
Work Task 3 Preparation of Technical Studies
Task 3.1 Progress Report October 2012 to December 2012
Task 3.2 HousinQ Needs Assessment October 2012 to December 2012
Task 3.3 Analysis of Governmental Constraints October 2012 to December 2012
i Task 3.4 Analysis of Non-Governmental Constraints October 2012 to December 2012
I
Work Task 4 Public Participation and I October 2l3'12 to January 2013
Consultation I
Work Task 5 Screencheck and Draft Housing January 2013 to February 2013
Element
Work Task 6 HCD Review,Revised Draft,and February 2013 thru June 2013
HCD Review of Revised Draft
Work Task 7 Public Hearing Draft Housing July to August 2013 CEQA
Element and Public Hearings Public hearings in September and
October 2013
Table 4
City of Rancho Palos Verdes
Housing Element Update -Estimated Fee
Work Task 1:Update the Sites Inventory and Analysis $1,920.00
Work Task 2:HousinQ ProQram Outline $1.560.00
Work Task 3:Preparation of Technical Studies $6,600.00
Work Task 4:Public Participation and Consultation $2,700.00
Work Task 5:Screencheck and Draft Housing Element $2,400.00
Work Task 6:HCD Review,Revised Draft,HCD Review of $1,440.00
Revision
Work Task 7:Public Hearing Draft and Public Hearings $1,080.00
I Direct Costs:Reproduction,Mileage.Postage,Fed Ex,etc*$1,25000
Estimated Fee $18,950.00
*Reproduction estimate is $600 (25 copies X $20/copy plus miscellaneous reproduction.Mileage
estimate is based on 5 RT @ 142 miles per trip or 710 total miles plus 90 miles within the area
times $.51/mile equals $400 rounded.No mark-Up for reimbursable expenses.
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDATE
4.REFERENCES
During the current planning period,we completed several certified elements for many diverse
communities.Among these diverse communities were the following:
Los Angeles County
,..Hawaiian Gardens (certified in April 2010)
.,..Norwalk (under review)
,..Rancho Palos Verdes (certified in March 2010)
,..Signal Hill (certified in June 2012)
Santa Barbara County
.,..Carpinteria (certified in October 2011)
Riverside County
,..Beaumont (RHNA allocation of 7,071 units and certified in June 2011)
.,..Canyon Lake (will be certified following City Council adoption of an overlay zone)
,..Desert Hot Springs (RHNA allocation of 9,923 units and certified in August 2009)
Imperial County
,..Westmorland (certified in April 2009)
The next page lists references for eight Housing Elements prepared for the 2008-2014 planning
period.
10
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDATE
Castaneda &Associates
Housing Element References
--.........n··
Telephone
City Contact Address Number E-Mail
Beaumont Rebecca Deming 550 East 6 th Street 951.769.8518 rdeming@ci.beaumont.ca.us
Beaumont,CA 92223
Canyon Lake Elizabeth Martyn 31516 Railroad Canyon 951.244.2955 martynlaw2000@aol.com
City Attorney Road
Canyon Lake,CA 92587 ----_..._....
Carpinteria Jackie Campbell 5775 Carpinteria Avenue 805.684.5405 jackiec@ci.carpinteria.ca.us
Community Development Carpinteria,CA 93013 ext 451
Director
Desert Hot Springs Rudy Acosta 65-950 Pierson Boulevard 760.329.6411 racosta@cityofdhs.org
Redevelopment Director Desert Hot Springs,CA ext 225
92240
Hawaiian Gardens Joe Colombo 21815 Pioneer Boulevard 562.420.2641,jcolombo@hgcity.org
Community Development Hawaiian Gardens,CA ext 208
Director 90716
Norwalk Bing Hyun 12700 Norwalk Boulevard 562.929.5955 bhyun@ci.norwalk.ca.us
Planning Manager Norwalk,CA 90650
Community Development
...--....Department
Signal Hill Scott Charney 2175 Cherry Avenue 562.989.7340 sCharney@cityofsignalhill.org
Community Development Signal Hill,CA 90755
Director
Westmorland Sally Traylor P.O.Box 699 760.344.5307 westcityusa@roadrunner.com
,"-'
City Clerk Westmorland,CA 92281
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PROPOSAL
5.RESUMES
Ralph Castaneda,Jr.
CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDATE
Mr.Castaneda graduated from California State University at Fullerton with a bachelor's degree
in Political Science and holds a master's degree in city and regional planning from the University
of California Berkeley.Mr.Castaneda has been on the staff of the Ventura County Planning
Department,Orange County Planning Department,and the Administrative Office of the County
of Orange.
In addition to his planning and housing experience,Mr.Castaneda also has extensive nonprofit
housing experience.He served as the Executive Director of Western Developments for
Affordable Housing,Inc.for a three-year period.During his tenure with Western Developments
the nonprofit completed the acquisition and rehabilitation of three affordable rental housing
developments.Western Developments also was the original nonprofit sponsor of the City of
Avalon's :37-unit affordable housing development,which is a low income housing tax credit
project.The project developer was Thomas Safran &Associates.".
While with Western Developments,Ralph also was responsible for the rehabilitation of 80 HUD
REO homes located in several southern California cities such as Compton,Escondido,South
Central LA,Hawthorne,Rowland Heights,Pomona,Ontario,Bloomington,Rialto,Los Angeles,
Riverside and San Bernardino.
He has been an invited speaker to housing conferences such as the Building Industry
Association,"Partnerships with Non profits ,"and National Association of Housing and
Redevelopment Officials,"Affordable Housing Partnerships with Nonprofits".
Dr.William F.Gayk
Demographer -Associate
Dr.William F.Gayk holds a B.A.and M.A.in Sociology from California State University,
Hayward and a Ph.D.in Sociology from the University of California,Riverside.He recently held
the position of Research Director of the Riverside County Center for Demographic Research.
His public sector experience includes,but is not limited,to:
,.Chief County Demographer,County of Riverside
,.Manager,Forecast and Analysis Center,County of Orange
,.Director,Center for Demographic Research,CSU Fullerton
,.Adjunct Professor,Environmental Studies Program,CSU Fullerton
,.Lecturer,Department of Sociology,CSU Fullerton
His experience in working with the Southern California Association of Governments includes,
but is not limited,to:
,.Chair,SCAG Forecasting Technical Task Force (2001-2009)
,.Member,Panel of Demographic and Economic Experts,2004,2008 and 2012 Regional
Transportation Plans
,.Regional Transportation Plan Plans and Programs Advisory Committee (2005-2010)
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDA TE
,.Co-Chair,Regional Transportation Plan Plans and Programs Advisory Committee (2003-
2005)
Dr.Gayk's experience in working with SCAG has made him very familiar with the population
and demographic databases for large metropolitan regions.
Ralph P.Castaneda
Research Associate
Ralph P.Castaneda has a Bachelor of Arts in Finance with an emphasis in Real Estate,
California State University,Fullerton.He has a minor in Geography with an emphasis in City
Planning,California State University,Fullerton.
During the past 10 years,he has conducted the housing,demographic and economic analysis
on numerous Housing Elements,Als,Consolidated Plans and Annual Action Plans.He has a
great familiarity with pUblic data sources such as the 2000 Census,2010 Census,American
Community Survey,County Business Patterns,Home Mortgage Disclosure Act and other
similar sources.He also has familiarity with private data sources such as DataQuick,title
company data,and home sales data.
He was responsible for housing element technical data appendices for several cities including
the following:Beaumont,Canyon Lake,Carpinteria,Desert Hot Springs,Hawaiian Gardens,
Norwalk,Rancho Palos Verdes and Signal Hill.
Barbara Vasquez
Research Assistant
Ms.Vasquez has been on the staff of the City of Brea,Orange County,California.Working in
the City Manager's office,she served as Community Relations Assistant where her
responsibilities included overseeing the community relations effort as well as serving as City
Council liaison.Since joining Castaneda &Associates,Ms.Vasquez has completed research in
the following areas:
,.Survey formulation and research
,..Contacting and interviewing 'for rent'and 'for sale'residential developers,owners
and managers
,..Contacting and interviewing social services providers
,..Contacting and interviewing churches and other houses of worship
,..Developing housing and public service inventories and directories
Barbara has completed survey research for housing elements,Con Plans and Als prepared for
the cities of Beaumont,Desert Hot Springs,Indio,Moreno Valley,Hawaiian Gardens,Rancho
Palos Verdes and Carpinteria.
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDA TE
ATTACHMENT A
HOUSING ELEMENT DATA SOURCES
Table 1
City of Rancho Palos Verdes
Housing Element Update:2014-2021
Data Sources for Existing Housing Needs Assessment
Housing Need Data Source Table References
Housing Stock 2008-2014 Condition of Housing
Condition -HousinQ Element
Rehabilitation and 2010 American Table B25034,
Replacement Needs Community Survey Year Structure Built
1-Year Estimates
,2010 American Table 825053,
I Community Survey T enure by Kitchen
I 1 Year Estimates Facilities
ICost Burden
2010 American Table B25049,
Community Survey Tenure by Plumbing
1 Year Estimates Facilities
CHAS Data800k Housing Problems
Severe Cost Burden Output for All I!
i Households!
2000 Census Table H94,Owner
Summary File 3 Housing Costs as a
Percentage of Income
i 2000 Census Table H69.Renter
Summary File 3 Housing Costs as
Percentage of Income
I
2006-2010 American Table B25101,
Community Survey 5-Mortgage Status by
I Year Estimates Monthly Housing
Costs as %of
Household Income
2006-2010 American Table 825106,
Community Survey 5-Tenure By Housing
Year Estimates Costs as %of
I Household Income
rOvercrowding and 2000 Census Table H020,
Severe OvercrOWding Summary File 3 Tenure by Occupants
per Room --I 2010 American Table B25014.
Community Survey T enure by Occupants
I 1-Year Estimates per Room
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDA TE
Table 2
City of Rancho Palos Verdes
Housing Element Update:2014-2021
Data Sources for Special Housing Needs Assessment
I Population Group Data Source Table References
I Elderly-2010 Census Summary File 1 Table P12,Sex by Age
I Population and 2010 Census Summary File 1 Table QT-H2,Tenure,
Households Household Size and Age
of Householder
2000 Census Summary File 1 Table P012,Sex by Age
2000 Census Summary File 1 Table H016,Age of
Householder by Tenure
Persons with Disabilities 2010 Census Summary File 1 Table P12 Sex by Age
(total population by age
qroup)
2010 Census Summary File 1 Table QT-P13,Group
Quarters Population by
Sex,Age,and Type of
Group Quarters:2010
(institutionalized
population by age group)
I
2010 American Community Survey Table S1810,Disability
1-Year Estimates Characteristics by Age
Group
State Department of Fact Book,Eleventh
Developmental Services Edition,October 2008
Large Families 2010 Census Summary File 1 Table QT-H2,Tenure,
Household Size and Age
of Householder
Farmworkers 2010 American Community Survey Table S2403,Employment
1-Year Estimates by Industry
Female Householders 2010 Census Summary File 1 Table DP-1:Profile of
General Population and
Housing Characteristics,
jHouseholdsbyType
2010
2010 Census Summary File 1 Table PCT 15,Husband-
Wife and Unmarried
Partners by Sex of Partner
by Presence of Related
Children Under 8 Years
Persons in Need of Los Angeles Homeless 2011 Greater Los Angeles
Emergency Shelter Services Authority Homeless Count Report,
August 2011
I
Los Angeles County Sheriff's Dept.Victims of Domestic
Violence Statistics
15
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PROPOSAL CITY OF RANCHO PALOS VERDES HOUSING ELEMENT UPDA TE
Proposal Statement
1.Castaneda &Associates and its staff have no conflict of interest with respect to providing
the services described in the Request-for-Proposal.
16
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S.IAIE.PE CAl IEQRNIA·8lJSINESS"JBAMSE.QRIATLONAND HOUqL!'.!G Aql;Nc.Y.-:::.:::-::======
DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT
DIVISION OF HOUSING POLICY DEVELOPMENT
1800 Third Street,SUIte 430
D 0 Box 952053
Sacramento,CA 94252-2053
(916)323-3177 I FAX (916)327-2643
www.hcd.ca gOY
April 12,2012
Mr.Mike McKeever,Executive Officer
Sacramento Area Council of Governments
1415 L.Street,Suite 300
Sacramento,CA 95814
RE:Clarification of Housing Element Adoption Requirement
At the request your organization made on April 9,2012,on behalf of its membership,
the Department is addressing statutory requirements pertaining tp housing element
adoption.
Government Code (GC)65588(e)(4)requires a local government to adopt the housing
element no later than 120 days from the date the housing element is due to avoid the
consequence of a four-year housing element update as referenced in the code section.
The 120 day deadline does not mandate the adopted housing element to have been
(a)submitted to HCD,(b)reviewed by HCD or (c)found in compliance lJy HCD.
GC 65585(b )-(f)helps define what constitutes adoption of a housing element.The
statute specifies that 90 days prior to adoption of the housing element,a draft of the
element shall be submitted to HCD for the jurisdiction to consider HCD's findings before
adopting the element.Thus,adoption of a housing element constitutes completing
these steps:(1)submitting a draft element,(2)addressing HCD's findings on the draft
element by (a)making appropriate revisions to the element or (b)providing appropriate
explanations regarding HCD's findings in the resolution of adoption,and (3)adopting
the element.
In summary,compliance regarding adoption of a housing element means a jurisdiction
should submit a draft element and then adopt the element before expiration of the
120 day timeframe from the element due date (18 months from the adoption date of the
Regional Transportation Plan).Submittal of the adopted housing element to the
Department (which should occur very soon after adoption)and HCD review and
approval of the adopted element are not subject to the 120 day timeframe and can
occur after the 120 day timeframe.
Sincerely,
.'
'Glen A.Campara
Assistant Deputy Director
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Statement of Estimated General Fund Reserves
(FY12-13)
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FY12-13 Statement of Estimated General Fund Reserves Attachment A
Ending
Net Transfers Reserves
•'~'?:~:1,&rzsa:1379.
-----------------------\
Expenditures
--------------1----------------;
Adjustments:+--1
"'OOJPc..:e::.n:.:S"'pc..:a::.:ce=,:-A=c:.::>q::::ui:.::si:.::ti::::onc:...::C:.::0::::st:.::s +-_---'9::,14.::/:=:2-=.01.:.:2;-1-1 1----'(..,3-=.8,..,0:.::0-=.0)4-1--1
r.P:;-r-'-'op';-;-0__s--;-iti_o_n-;-A_E_x__'_ch_a;-n-cfg__e --lr----_=9;--;-1=41o;;:2:;--01-;c;2'"r-__:=--;;;-;::c:c--I I----:=(3:"-,0=0:-:0~)I-----_----_--+---__-\
r.C::-'0::.n:.::ti__n=;ui'-::ng~A"':p!:'-:prc.::oLP7ria=t::.:io:::n:.::s-~~~----+--:-9::=:1=-18::-:1:=:20"--1-'-=2;-1-~88,502 (688,502)
General Plan Housing Element Update 11/20/2012 -+--'-"(17,950)
1--------------------+---------1------+--------------------------------------1
1-----------------+------1-------1------+------------------------------1
1-----------------+------1------1-------+--------1--------1------;
1-----------------+-----+-----+------+----------------------1--------;
Column Heading Definitions
Action Date is the date Cit Council adopted the budget or approved an adjustment to the budget.
Beginning Reserves are the budgeted 7/1/12 General fund reserves at the time of budget adoption.
Revenues include the originally adopted revenue budget and subsequent adjustments.When staff becomes aware that revenues are expected to
significantl deviate from the adopted budget,an adjustment is presented to the City Council for approv I.__-;;---\
Expenditures include the originally adopted expenditure budget and subsequent adjustments.When staff becomes aware that expenditures of a program
are expected to significantl deviate from the adopted budget,an adjustment is presented to the Cit Council for approval.
Net Transfers include both operating transfers from and to the General fund.Originally budgeted Net Transfers are adjusted when staff becomes aware that
an additional operating transfer is needed to satisfy an unanticipated shortfall within another fund;and that shortfall must be funded with General fund monies.
Ending Reserves are the estimated 6/30/13 General fund reserves at the time of budget adoption.Adjusted Ending Reserves is a calculation based on
subse uent ad·ustments to Be innin Reserves,Revenues,Ex enditures and Net Transfers.
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