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HomeMy WebLinkAboutCity Council Agenda Item No. 12 - Exhibit City of Lake Elsinore Housing Element Update Prepared For: City of Lake Elsinore Planning Division 130 S. Main Street Lake Elsinore, CA 92530 Prepared By: Hogle-Ireland, Inc. 1500 Iowa Ave., Suite 110 Riverside, CA 92507 May 2012 Lake Elsinore Housing Element Update 1 Section A - Cover Letter May 24, 2012 Warren Morelion, AICP, Acting Community Development Director City of Lake Elsinore Planning Division 130 S. Main Street Lake Elsinore, CA 92530 Subject: Proposal to Prepare the City of Lake Elsinore 2014-2021 Housing Element Update Dear Mr. Morelion: We are pleased to present this proposal to update the City of Lake Elsinore General Plan 2014-2021 Housing Element. For this assignment, we offer the City a team of dedicated and well-respected housing professionals who will work closely with the City and community to prepare a Housing Element that responds to the City’s housing needs and meets the requirements of State law. The Hogle-Ireland team brings to this project the talents and experience of staff with a broad range of Housing Element and CEQA analysis work. We understand the City’s Housing Element, which we previously prepared and the particular requirements of Housing Elements. We have established a reputation for preparing Housing Elements that clearly identify a community’s housing needs, specifying implementation programs tailored for each client city. Importantly, Hogle-Ireland has proven success in shepherding local jurisdictions’ Housing Elements through the California Department of Housing and Community Development (HCD) review process. During the most recent Housing Element cycle for cities in Southern California Association of Governments region, we assisted more than 20 cities achieve success with their elements, including the City of Lake Elsinore. We also include the in-house capability to complete required CEQA documentation. For the 2014-2021 housing cycle, with adopted elements due by October 2013, we anticipate that the process will be less labor-intensive than the 2008-2014 cycle. With fewer new laws to address and a lower Regional Housing Needs Assessment allocation for City of Lake Elsinore (4,929 total units compared to 5,590 units for the last cycle), the City can expect that the focus will be on updating demographic and needs data (using 2010 Census information) and ensuring that adequate housing sites still remain available to satisfy the RHNA. Also, with the end of redevelopment as a funding source, creative strategies for funding housing programs will need to be identified. If you have any questions as you read through our proposal, please cal me at (951) 787-9222. Regards, Nelson E. Miller Vice President A 2 May 2012 Lake Elsinore Housing Element Update 3 Section B - Table of Contents Section A - Cover Letter............................................................................................................................1 Section B - Table of Contents...................................................................................................................3 Section C - Consultants Capabilities.........................................................................................................5 Executive Summary..............................................................................................................................5 Consultants Qualifications....................................................................................................................5 New Legislation..................................................................................................................................17 Scope of Services...............................................................................................................................17 Task 1 - Project Initiation.................................................................................................................17 Task 2 - Assessment.......................................................................................................................18 Task 3 - Housing Element Preparation...........................................................................................18 Task 4 - Prepare and Finalize Housing Element.............................................................................20 Task 5 - Environmental Review......................................................................................................22 Task 6 - Communication with Staff and Required Work Products..................................................22 Task 7 - Complete Complementary General Plan Element Updates (Optional).............................23 Schedule.............................................................................................................................................24 Fee Schedule......................................................................................................................................25 Section D - References...........................................................................................................................27 B 4 May 2012 Lake Elsinore Housing Element Update 5 Section C - Consultants Capabilities Executive Summary The City of Lake Elsinore, located in Riverside County is a approximately 43 square miles in size with a population of 52,503 people. The City borders the Interstate 15 corridor and surrounds one of the largest natural lakes in Southern California with ample recreational attractions and new business opportunities. The City feels it is important to provide their residents with excellent schools, community services, and affordable housing. Given that Hogle-Ireland assisted the City with its certified 2008-2014 Housing Element and that there were fewer changes in Housing Element law during the last two legislative cycles, it is unlikely that a complete rewrite of the Housing Element will be necessary. Rather, the project team will focus on: 1) updating sections where new data are available (such as the 2010 Census), 2) assessing the continued availability of housing sites and identifying any needed new sites to meet the RHNA, 3) revising housing policy and programs to reflect shifting objectives and funding sources, and 4) ensuring the Element addresses all current State laws (including SB 812 and AB1867 enacted in 2010). We note that the draft 2014-2021 RHNA for Lake Elsinore of 4,929 total units is less than the 2008-2014 RHNA (5,590 units), and we propose to evaluate the City’s existing site inventory from the 2008-2014 Housing Element to provide a foundation to meet the new RHNA allocation. The Housing Element must be adopted, with certification from the California Department of Housing and Community Development (HCD) that the Draft Housing Element complies with State Housing Element law, by October 2013. By adopting this Housing Element on time for this cycle, Lake Elsinore will have eight years until the next update, rather than four years. We understand this important deadline, and offer the City of Lake Elsinore an experienced team and a streamlined program to achieve this goal. We will focus on completing the Draft Housing Element early in the program, allowing ample time for the review process with the City and HCD. Consultants Qualifications Hogle-Ireland is an urban planning consulting firm that has provided services to public agency and private development clients for over 20 years. The focus of our firm and our reputation are based on providing communities the highest level of professional planning with vision, integrity, and creative problem solving. Our firm includes 30 professional planners with experience in jurisdictions throughout California. From our extensive experience, we have developed — and continue to develop — approaches that assist each community achieve its unique objectives. Most of us have worked in local jurisdictions as staff planners and Nelson Miller previously served as Community Development Director for the City of Lake Elsinore. We well understand the issues facing City staff and understand how to translate policy into programs that can actually be implemented. This practical knowledge is not often found in consulting firms. Hogle-Ireland, Inc.’s primary services include: C 6 May 2012  Preparation of General Plans and Housing Elements  Community Engagement  Graphic Design, Web Design, and GIS  Preparation of CEQA and NEPA documents, including EIRs and Initial Studies  Land Use and Site Planning  Preparation of Design Guidelines; Urban and Community Design Documents  Preparation of Specific Plans and Development/Zoning Ordinances  Contract Staffing and Entitlement Processing  Organizational and Fee Studies Our corporate office is located in the City of Irvine, with additional full-service offices in Pasadena and Riverside. The staff in our Riverside office will lead the Lake Elsinore Housing Element update program. Housing Element Experience Hogle-Ireland’s common sense approach to planning and our comprehensive knowledge of planning and housing law and practices serve our clients well in defining, articulating, and implementing policy changes. It is this common sense approach, our ability to succinctly analyze and report housing issues, and our ongoing, positive working relationships with HCD review staff that result in nearly all of the housing elements we have prepared to be certified in two rounds of HCD review. Hogle-Ireland has a proven record of successfully managing Housing Element updates, and has recently directed Housing Element update efforts for such diverse cities as:  Arcadia  Adelanto  Alhambra  Azusa  Baldwin Park  Buena Park  Colton  Commerce  Garden Grove  La Puente  Laguna Woods  Lake Elsinore  Monterey Park  Murrieta  Norco  Perris  Redwood City  Rialto  Torrance  Vernon  West Covina Hogle-Ireland has intimate knowledge of the issues that face local cities. Nelson Miller, the leader of the program for Lake Elsinore, has over 30 years of experience in the planning profession. He has managed and overseen numerous General Plan update programs. He will provide the City staff the comfort that the program will remain on budget, finish on time, and meet all City expectations. Community Engagement One of Hogle-Ireland’s exceptional strengths is community engagement. Hogle-Ireland specializes in serving the public and private clients with outreach services for land planning projects, including General Plans, Housing Elements, Specific Plans, and Zoning Codes. We have experienced staff who are well qualified to design and implement innovative and effective public engagement programs, tailoring community outreach for each project’s needs. Whether it is organizing a public forum, conducting study sessions, or preparing a public information Consultants Capabilities Lake Elsinore Housing Element Update 7 website, Hogle-Ireland has successfully engaged stakeholders throughout the entire planning process— ultimately assisting communities achieve their unique goals and objectives. In the Scope of Work, we describe the streamlined, focused community engagement approach that will work well for the Lake Elsinore Housing Element update program. We have included additional optional community engagement items to respond to the RFP. Environmental Analysis From initial work scoping through final approvals, Hogle-Ireland develops defensible and cost-effective solutions to guide our clients quickly through the increasingly complex environmental planning process. We have ample experience on programmatic- level environmental analysis relative to General Plan amendments, and especially as related to housing elements. We have completed or are currently working on comprehensive General Plan and individual General Plan Element environmental review documents for diverse communities throughout California, including Huntington Beach, Alhambra, Baldwin Park, Buena Park, Colton, and Rosemead. Our environmental team includes experienced air quality experts knowledgeable in federal, state, and regional air quality regulations relating criteria pollutants and toxic air contaminants affecting land development and community planning at the program and project levels. Hogle-Ireland has analyzed air quality impacts throughout California including the South Coast, Salton Sea, Mojave Desert, and Mountain Counties Air Basins. Hogle-Ireland utilizes tailored quantitative modeling to compile accurate inventories of existing and future greenhouse gas emissions, plus a seasoned planner’s perspective to present reasonable and defensible assessments of impact significance, as well as consistency with state and local greenhouse gas reduction plans, programs, and policies. Hogle-Ireland, Inc. Project Staff The team for the Lake Elsinore Housing Element Update consists of professionals who are recognized leaders and experts in their respective fields. Short resumes of key staff are presented below, with full resumes following. Nelson Miller, Vice President, will serve as Principal-In-Charge and oversee all project work. He has more than 30 years of professional planning experience in the public and private sectors. In his years of working in the planning field, Mr. Miller has led general plan, housing element, zoning code, CEQA, and other planning and environmental assignments for jurisdictions throughout California. During the 2008- 2014 Housing Element cycle for the SCAG region, he oversaw preparation of the City of Lake Elsinore’s Housing Element and has previously served as Community Development Director for the City Lake Elsinore. Mr. Miller brings to this assignment a thorough understanding of State planning law, housing law, and environmental laws; extensive experience working with community groups and decision- making bodies; and attention to quality in all products that Hogle-Ireland produces. 8 May 2012 Genevieve Sharrow will serve as Project Manager and the lead planner on the project. Ms. Sharrow brings to the assignment more than five years’ experience with long-range planning studies and environmental analysis. She has managed or been the principal author of eight Housing Element updates, all of which received HCD certification. Ms. Sharrow also specializes in environmental planning and impact assessment, and has competed studies for a variety of development projects, general plan updates, and housing elements. Ms. Sharrow has superior GIS capabilities that aid analysis and produce easy-to-read report maps and graphics. Christopher Brown will serve as the environmental manager for the project. Christopher has over seven years experience in environmental analysis and the preparation of CEQA documents. Mr. Brown has managed and prepared CEQA documents for a variety of development plans and projects, specific plans, comprehensive general plan updates, general plan elements, and transportation improvements and infrastructure plans and projects. Mr. Brown has managed CEQA documents for comprehensive plans and General Plan Updates in the Cities of Colton, Twentynine Palms, Huntington Beach, Monterey Park, and numerous others. Mr. Brown is directly responsible for managing Hogle-Ireland’s environmental team. Heidi Mellor will serve as project planner. Ms. Mellor’s talents and skills include a unique ability to efficiently conduct housing research and analysis, to combine that knowledge with planning and housing laws, and to formulate realistic implementable policy and programs. Ms. Mellor has strong research and writing capabilities. She has worked on Housing Elements and housing-related assignments in communities such as Adelanto, Canyon Lake, Garden Grove, Twentynine Palms, and Lake Elsinore. Lake Elsinore Housing Element Update 9 Nelson E. Miller Vice President Professional Experience Mr. Miller has extensive planning and management experience in nearly every aspect of planning and community development. He has served as a Community Development Director and Planning Director for several cities and provided a variety of consulting services for cities and counties. Mr. Miller can provide assistance to governmental organizations as interim or contract staff and in preparation of General Plans, Development Codes, Specific Plans, special studies of all types, and in economic development. He is also experienced in environmental review, project management, governmental relations, and development processing for private development. Mr. Miller has supervised preparation and processing of numerous Specific Plans and environmental documents. He has also prepared General Plans, Development Codes, design guidelines, fee studies, organizational studies, airport land use plans, and has provided planning services to cities and counties. Mr. Miller served as contract Planning Manager for the City of Perris where he was extensively involved with the Riverside County Multiple Species Habitat Conservation Plan. He also served as contract Community Development Director for the City of Adelanto where he overhauled and re-established the department. His private sector experience encompasses project management and entitlement for a wide variety of development projects. Mr. Miller has supervised Comprehensive General Plan programs, including:  City of Twentynine Palms – Comprehensive General Plan Update, Development Code Update, Development Impact Fees, and Program EIR  City of Hesperia – Comprehensive General Plan and Program EIR Prior to joining Hogle-Ireland, he served in management level planning and community development positions for Southern California cities including:  City of Moorpark – Community Development Director  Town of Apple Valley – Planning Director  City of Lake Elsinore – Community Development Director EDUCATION B.A., Pomona College Teaching Credential, California State University; Long Beach Planning Graduate Studies, California State University, Pomona & Fullerton YEARS OF EXPERIENCE 32 PROFESSIONAL AFFILIATIONS American Planning Association (APA) - Awarded Inland Empire Section Award for Outstanding Professional Contributions, 1992 10 May 2012 Lake Elsinore Housing Element Update 11 Genevieve Sharrow Associate Project Manager II Professional Experience Ms. Sharrow provides a broad range of planning and planning related services to clients, including geographic information system (GIS) support. Her primary responsibilities include preparing and assisting in the preparation of:  General Plans, with Housing Element expertise  Environmental analysis and CEQA documentation  Zoning Ordinances and Development Codes  HUD applications and compliance documents Ms. Sharrow has extensive experience and particular expertise in housing planning, having assisted many cities with successful completion of their housing elements and/or HUD compliance documentation such as Consolidated Plans, Action Plans, and Analyses of Impediments to Fair Housing Choice. Genevieve was the primary author and/or project manager for the following projects:  City Alhambra 2008-2014 Housing Element, 2010 Consolidated Plan, and Analysis of Impediments to Fair Housing Choice  City of Azusa 2008-2014 Housing Element  City of Baldwin Park 2008-2014 Housing Element  City of La Puente 2008-2014 Housing Element  City of Monterey Park 2008-2014 Housing Element  City of Redwood City 2009-2014 Housing Element As part of Hogle-Ireland, Inc.’s Environmental Team, Genevieve has contributed to a variety of CEQA projects and is experienced in the preparation of a full range of environmental documents. She has attended numerous seminars and classes on NEPA and CEQA regulations, case law, and greenhouse gas impacts. Specific environmental projects for which Ms. Sharrow was a contributing or primary author include:  City of Vernon General Plan EIR  City of Rosemead General Plan EIR  City of Azusa Housing Element Initial Study/ND  City of Buena Park Housing Element Initial Study/ND  City of Baldwin Park Zoning Ordinance Initial Study/ND  City of Duarte Development Code EIR Addendum  T-Mobile Wireless Communications Facility Initial Study/MND (City of Monterey Park)  Tour Bus Ordinance Initial Study/MND (City of Monterey Park)  San Gabriel Valley Water Reservoir Initial Study/MND (City of Monterey Park) EDUCATION M.A., Urban Planning University of California, Los Angeles, 2007 B.A., Social Anthropology University of Michigan, 2002 YEARS OF EXPERIENCE 7 PROFESSIONAL AFFILIATIONS American Planning Association (APA) US Green Building Council Emerging Green Builders- Los Angeles (EGB-LA) 12 May 2012 Lake Elsinore Housing Element Update 13 Christopher Brown Senior Environmental Planner Professional Experience Mr. Brown is a senior analyst in Hogle-Ireland’s Environmental Planning section. Christopher has prepared a variety of environmental documents pursuant to CEQA for jurisdictions throughout Southern California. Key projects completed or in- process include:  Oro Grand School District junior high, high school, and college campus facilities IS/MND (-acre site and 182,480 square feet of school facilities)  Claremont University Consortium East Campus EIR (80- acre sports complex)  Jeffries Road Affordable Housing project IS/MND (59-unit, 100 percent affordable housing complex, included preparation of air quality and climate change assessments)  Five Star Express Car Wash IS/MND (5,500 square foot automated car wash tunnel)  Station Square Transit Village Specific Plan, Phase II IS/MND (MTA Operations and Maintenance facility on 27 acres)  Jones Industrial Building (8,863 square foot industrial building and staging yard, included air quality assessment)  Desert Hot Springs I-10 Community Annexation IS/ND (4,000 acre annexation) Christopher is also skilled in conducting programmatic assessments for a variety of comprehensive plans and General Plan Elements for local governments, including the following jurisdictions:  City of Rialto  City of Colton  City of Huntington Beach  City of Desert Hot Springs  City of Twentynine palms  City of Alhambra  City of Commerce  City of Monterey Park  City of Rosemead  City of La Puente Mr. Brown has prepared air quality assessments utilizing the latest CalEEMod software for a variety of development and infrastructure projects and is experienced in assessing local and regional emissions impacts, carbon dioxide ‘hotspot’ screening and analysis using CALINE4 and EMFAC2007, and toxic air contaminant risks and modeling using AERMOD. Mr. Brown is also versed in the latest developments related to climate change. Mr. Brown has prepared GHG emissions models utilizing the methods and practices presented in the California Air Pollution Control Officers Association’s CEQA and Climate Change white paper and their Quantifying Greenhouse Gas Mitigation Measures guidelines. In addition to his environmental experience, Christopher has provided contract land use planning services for public agencies. Mr. Brown has provided planning services for the Cities of Desert Hot Springs, Palm Springs, and Twentynine Palms. Mr. Brown also served as the City of Rancho Santa Margarita’s code enforcement officer and NPDES Authorized Inspector. EDUCATION B.A. Urban Studies and Planning – Environmental Analysis, California State University, Northridge ARB 190: Air Quality Academy EPA 422: Air Pollution Control Orientation YEARS OF EXPERIENCE 7 PROFESSIONAL AFFILIATION Assocation of Environmental Professionals 14 May 2012 Lake Elsinore Housing Element Update 15 Heidi Mellor Assistant Project Manager Il Professional Experience Ms. Mellor has a background and education in land use planning and architecture. She has experience in advanced and current planning, working in both the public and private sectors. She has contributed to the preparation of General Plans, Housing Elements, Consolidated Plans, Specific Plans, development code updates, and CEQA documents. Ms. Mellor has experience preparing exhibits for a variety of planning documents, working in InDesign, Photoshop, and Illustrator. Ms. Mellor is currently the contract staff assistant planner for the City of Canyon Lake where she assists with General Plan and Zoning Code Updates, processes development applications, prepares staff reports and presentation for Planning Committee and City Council, and provides customer service, answering questions from developers and residents over the phone and at the public counter. In addition she has assisted with entitlement processing for private sector clients for large scale commercial and industrial projects. She has worked on projects within the Cities of Long Beach, Colton, Lake Elsinore, Rancho Cucamonga, San Bernardino, Moreno Valley, Rialto, Big Bear Lake, and Riverside County. Specific projects for which Ms. Mellor provided assistance include:  City of Lake Elsinore – Housing Element  City of Adelanto – Housing Element and Initial Study  City of Adelanto – Consolidated Plan  Garden Grove – Consolidated Plan  City of Twentynine Palms – General Plan Update, Housing Element, and EIR  City of Big Bear Lake – Initial Studies and EIR(s)  City of Big Bear Lake – Moonridge Specific Plan Phase I  City of Canyon Lake – Safety Element Update  City of Rialto – Foothill Boulevard Specific Plan  City of Rialto – Development Code Update  City of Colton – General Plan EIR  City of Hesperia – General Plan Update  Moreno Valley Business Park – Community Outreach  Joshua Tree Design Guidelines – Community Outreach  West Hollywood – Community Outreach EDUCATION B.A., Architecture, University of California, Berkeley YEARS OF EXPERIENCE 5 16 May 2012 Consultants Capabilities Lake Elsinore Housing Element Update 17 New Legislation In preparing the Housing Element update, Hogle-Ireland will ensure that all requirements of recent State legislation are addressed. This legislation includes:  AB 162: This law became effective during the prior Housing Element cycle and requires that upon adoption of the Housing Element, the City identify specific flood hazard zones in the Land Use Element and specific floodwater and groundwater recharge areas in the Conservation and Safety Elements. We have identified addressing this as a potential optional task under Task 7.1.  SB 244: Upon the adoption of a Housing Element, the Land Use Element may be required to be updated to include data and analysis, goals, and implementation measures regarding unincorporated island, fringe, or legacy communities and their infrastructure needs. Hogle- Ireland is available to provide assistance. We have identified addressing this as a potential optional task under Task 7.1.  SB 812: Jurisdictions must include an analysis of the housing needs for developmentally disabled persons. It can be challenging to obtain concrete numbers for this data; however, the Hogle-Ireland team has experience obtaining population estimates for this information and will include it in the Element.  AB 1867: Jurisdictions can now count multi-unit homeownership units that have been converted to affordable units toward their RHNA allocation, under certain conditions. Hogle- Ireland can help your jurisdiction identity opportunities to utilize this revised legislation.  SB375 Implications: For those jurisdictions that do not submit their adopted 2014-2021 housing element update within 120 days of the October 2013 deadline, their housing element updates revert to a four-year cycle. Hogle-Ireland is prepared to start the work program immediately and work efficiently to meet the City’s October 2013 adoption deadline. Scope of Services We have prepared a scope of work based upon our review of the Request for Proposal, knowledge of the City’s existing Housing Element, and our extensive Housing Element and CEQA experience. We have developed a core sope that directly addresses the Request for Proposals, supplemented by optional tasks from which the City can choose to enhance the program. This allows for the more flexibility in terms of scope of services, budget, and schedule. The scope can be expanded, contracted, or otherwise modified based on the needs of the City. Task 1 - Project Initiation 1.1 - Project Kick-off and Work Program Refinement We will conduct a kick-off meeting with City staff to refine the work scope, identify key player roles, and establish/confirm product review procedures. The scope and schedule, including community outreach components and optional tasks, will be refined based on our discussions. 18 May 2012 Task 2 - Assessment 2.1 - Evaluation of 2008-2014 Housing Element We will evaluate and prepare a progress report, as required by State law, on the 2008-2014 Housing Element. Consistent with State law, we will assess the continued appropriateness of the programs and policies in contributing to the attainment of the stated housing goals. The project team will specifically assess all housing programs to determine to inform future policy recommendations, especially with respect to dissolution of the Redevelopment Agency. The results of the 2008-2014 progress report will be quantified where possible, but may be qualitative where necessary. The progress report will also include a summary of how these results are important to a revision to the Housing Element, a summary of State requirements and legislative changes, and an evaluation of whether the existing Housing Element is consistent with current State Housing laws. 2.2 - Document Review Hogle-Ireland will review City documents to aid in further understanding local conditions and the community’s housing needs. The following documents will help us understand current conditions: City of Lake Elsinore General Plan and EIR, 2008-2014 Housing Element and written communication with HCD, Zoning Ordinance and Municipal Code, Information on the City’s development review process, Housing units (affordable and market rate) built or approved since 2006 by year and type, list of affordable housing units and earliest conversion date, and any major land use applications in process. In addition, we will evaluate existing City Housing key issues, and the resources and funding mechanisms available, as well as the City’s progress on zoning consistency changes to implement the General Plan. Task 3 - Housing Element Preparation 3.1 - Housing Needs Analysis We will complete a housing assessment and needs analysis to comply with Government Code Section 65583(a). We anticipate updating the Housing Needs Assessment with housing and population data based on the 2010 U.S. Census, latest three- and five-year estimates from the American Community Survey, and other up-to-date City data available related to existing housing units and recent development projects. The project team will assess housing costs and conditions and evaluate housing needs within the City. This section will include the following:  Population, demographic and employment trends  Special housing needs for special population groups  Housing stock characteristics, including at risk units, vacant and underutilized land  Land Inventory  Adequacy of the City’s public facilities  Housing cost and affordability  Housing constraints  Existing and projected housing needs  Current vacant and underutilized land inventory  Financial resources available for housing and preservation of units at risk of conversion. Consultants Capabilities Lake Elsinore Housing Element Update 19  Applicable new State laws, including SB 812, which requires an analysis of developmentally disabled persons housing needs 3.2 - Housing Resources and Opportunities This section will identify housing resources, including programmatic, physical, and financial resources. We will prepare an analysis of the relationship between the projected housing needs and the dwelling unit capacity and availability of services to the opportunity sites. We will focus on site suitability for housing, drawing from earlier research completed for the 2008-2014 Housing Element, and will be augmented with our research to address the RHNA associated with the 2014- 2021 Housing Element cycle (anticipated to be 4,929 total units; which is less than the 5,590 units for which the 2008-2014 Housing Element showed capacity). We will update GIS maps that identify sites to meet the RHNA for inclusion in the Housing Element. Additionally, we will include a listing of funding sources for affordable housing projects, for-sale and for-rent. 3.3 - Housing Constraints The Housing Constraints analysis identifies potential and actual governmental and nongovernmental (e.g. physical) constraints to housing production, including any constraints on people with disabilities, as required by SB520. We will update this section as necessary with up-to- date development processes and fees, as well as changes in market constraints due to the economic changes since the last Housing Element was adopted. We will assess the potential for residential development consistent with adopted land use policy, as well as the adequacy of public facilities and opportunities for energy conservation. Where constraints exist, we will suggest housing programs to mitigate or remove these constraints. 3.4 - Housing Goals, Policies, and Quantified Objectives Based on the analysis completed in the above items and building on the existing housing element, Hogle-Ireland will craft a Housing Plan with goals, policies, and implementation programs relative to the maintenance, preservation, improvement, and development of housing to cover this new planning period. Quantified objectives will also be established to address housing needs for all income groups, including extremely low income households. We will ensure that the Housing Element is consistent with other Elements of the General Plan. The Housing Element will include all requirements of Government Code 65583(b) and (c), and will contain programs to:  Ensure that housing opportunities are available for all persons in the City  Preserve and improve the existing stock of affordable housing, including at-risk units  Facilitate a crime free and healthy living environment for all persons in the City.  Facilitate development of adequate housing to meet the needs of low and moderate income households; that meet the City’s share of regional goals  Mitigate any governmental constraints to housing production, improvement and/or maintenance  Ensure consistency with other General Plan elements and community goals 3.5 - Community Outreach Meeting State Housing Element law requires that meaningful public outreach be included as part of the update process. Based on our prior housing element work experience, we believe that the public responds best when participants can react to concrete proposals. We recommend conducting one community meeting, to be held once the Administrative Draft Housing Element is complete. As part 20 May 2012 of the work scope refinement process, we can discuss with staff the most effective approach for this meeting, including opportunities to ensure the involvement of key stakeholder groups, non-profits, and the community. The community meeting will be a joint Planning Commission/City Council workshop/study session open to the public so that the Administrative Draft Housing Element can be reviewed by the public, stakeholders, and commissions. We will provide an overview of the Draft Housing Element, including State requirements, constraints, and programs designed to meet the RHNA, and proposed housing goals and policies. The public and decision makers will be asked to review and provide feedback on the information provided. Invitations to community special need groups and stakeholders will be provided, electronically, to City staff for distribution. Hogle-Ireland will identify appropriate recipients of invitations in consultation with City staff. Hogle-Ireland will prepare the workshop invitation, PowerPoint presentation, and other related materials for the community meeting. Hogle-Ireland will submit the documents electronically to City staff for review, reproduction, and/or distribution. Hogle-Ireland will present materials or assist City staff with the workshop presentation, as preferred by City staff. Deliverables  PowerPoint presentation, workshop invitation, meeting agenda, and other meeting materials for the Community Meeting. Task 4 - Prepare and Finalize Housing Element 4.1 - Draft Housing Element The Screencheck Draft Housing Element will be submitted to the City electronically for staff review. The City will be responsible for collecting all staff comments and creating a single “comment document” from which Hogle-Ireland will revise the Administrative Draft Housing Element. This scope and budget assume one round of comments and revisions. City staff revisions and comments will be incorporated into the Administrative Draft Housing Element for City Council, Planning Commission, and the general publics review. The City will be responsible for collecting all City Council and Planning Commission comments and revisions and creating a single “comment document” from which Hogle-Ireland will revise the Administrative Draft Housing Element. This scope and budget assume one round of comments and revisions. All comments and revisions will be incorporated and the Draft Housing Element will be submitted to HCD. Consultants Capabilities Lake Elsinore Housing Element Update 21 Deliverable  Screencheck Draft Housing Element (5 hard copies, and one digital copy)  Administrative Draft Housing Element for City Council, Planning Commission, and Public Review (25 hard copies and 25 compact disk copies)  HCD Draft Housing Element. 4.2 - State Certification This task involves coordination with HCD to review the City’s Draft Housing Element for consistency with State housing element law. Our scope assumes two rounds of HCD review for the draft Housing Element, and one round of HCD review on the adopted Housing Element, consistent with our previous experience. HCD is allowed 60 days to review a draft Housing Element and 90 days to review an adopted Housing Element. We anticipate that HCD staff will take the full 60 days allowed to complete its review. During this time — and during the course of element preparation — we will keep in contact with HCD staff to facilitate review and anticipate/respond to any specific concerns HCD may have. As necessary, we will provide HCD with any requested supplemental data or information on proposed programs, policies and strategies to meet the RHNA. In response to HCD’s letter of findings, we will prepare a written response to HCD comments to be included with the revised draft Housing Element. As we cannot fully anticipate the depth and scope of comments HCD will offer (particularly given the recent HCD administration changes) nor the time required to effectively negotiate a position acceptable to the City, we have provided an allowance for this task in the program budget. If additional effort is required beyond this allowance, we will bill for additional work on a reimbursable basis with prior authorization from the City. Our scope assumes that we will be able to reach resolution on all issues, allowing work to move forward with preparation of the Public Hearing Draft Housing Element. Subsequent to City Council adoption, Hogle-Ireland will consult with HCD staff regarding any changes to text required by Planning Commission or City Council and will submit a final, adopted 2014-2021 Housing Element to HCD for State certification of compliance with State Housing Element laws. 4.3 - Public Hearings Hogle-Ireland will prepare a PowerPoint presentation to be used during the public hearings. Hogle- Ireland staff will attend Planning Commission’s public hearing and the City Council’s public hearing for Draft Housing Element adoption and the Final (Mitigated) Negative Declaration certification. Our budget includes an allowance we consider sufficient to prepare the presentation and attend the two public hearings. Any time required beyond this allowance will be billed on a time-and-materials basis with prior approval by the City. We do not anticipate needing further funding for this task, unless there are additional meetings or unusual circumstances, in which case we would seek prior approval from the City to expand the Scope of Work. 22 May 2012 Deliverables  PowerPoint Presentation for public hearings 4.4 - Final Housing Element Upon tentative approval by HCD, Hogle-Ireland will prepare a final Housing Element for Planning Commission and City Council public hearings. Deliverables  Final 2014-2021 Housing Element (12 hard copies and 12 compact disk copies) Task 5 - Environmental Review 5.1 - Initial Study and Mitigated Negative Declaration Typically, where Housing Element updates are consistent with adopted land use policy and zoning (for which thorough environmental analysis was previously conducted), a Negative Declaration or Mitigated Negative Declaration is the appropriate level of CEQA analysis. We have completed both Negative Declarations and Mitigated Negative Declarations for Housing Element updates. Generally, we have found that Mitigated Negative Declarations are usually the most appropriate environmental compliance for a Housing Element Update. We anticipate that the Housing Element will be consistent with land use policy in the adopted General Plan, and we will therefore tier from the General Plan EIR for Housing Element CEQA documentation. We will prepare a preliminary draft Initial Study for City staff review. Upon receiving staff’s comments, we will prepare a Draft Initial Study/(Mitigated) Negative Declaration for public circulation and review. At the conclusion of the 30-day public review, we will revise the Draft Initial Study/(M)ND as necessary to respond to public comments on the document. If necessary, a Mitigation Monitoring Program with appropriate mitigation measures will accompany the Final (Mitigated) Negative Declaration. All documents will be submitted to the City electronically. Hogle-Ireland will prepare a Notice of Intent to Adopt a (Mitigated) Negative Declaration and a Notice of Determination. The City will be responsible for circulating the Initial Study, processing and filing required notices, as well as placing and paying for newspaper ads and paying all required filing fees. Deliverables  Draft Initial Study/Mitigated Negative Declaration (one digital copy)  NOA (one digital copy)  NOD (one digital copy) Task 6 - Communication with Staff and Required Work Products 6.1 - Ongoing Coordination/City Staff Meetings For the duration of the project, Hogle-Ireland will conduct regular phone calls with City staff to ensure project coordination and to support close collaboration. In-person meetings will be Consultants Capabilities Lake Elsinore Housing Element Update 23 conducted as needed. These calls and meetings will allow the team to review project status and to discuss issues, documents, and plan presentations. Our scope of work provides an allowance for a total of seven (7) meetings with Staff, City Manger, City Attorney, and/or meetings with HCD representatives. 6.2 - SB 18 Consultation (OPTIONAL) As part of the ongoing coordination task, Hogle-Ireland will assist the City will SB 18 consultation, as required by State law. Hogle-Ireland will provide the City with draft letters to Native American Heritage Commission and identified tribes, along with instructions for SB 18 Consultation. Telephone calls or meetings with responding tribes are not included in this proposal. Task 7 - Complete Complementary General Plan Element Updates (Optional) 7.1 - Update General Plan – SB 244, AB 162 (Optional) Two State laws passed in recent years that established a trigger for updating the Land Use, Safety, and Conservation Elements when the Housing Element is updated. These are AB 162 and SB 244. In consultation with City staff Hogle-Ireland could address a scope and budget to address these areas in the other Elements of the General Plan. It appears likely that some unincorporated areas within the sphere of influence may be required to be addressed especially with respect to SB 244, see discussion below. AB 162 requires jurisdictions to address flood-related matters and ground water re-charge areas in the Land Use, Conservation, and Safety elements of their general plans. Per law, these elements must be updated to address flooding whenever a jurisdiction updates the Housing Element. If requested by the City, Hogle- Ireland would assess the Land Use, Conservation, and Safety Elements to identify any potential needed updates. Hogle-Ireland would prepare text and graphics that reflect current data and conditions, as well as pertinent safety maps. SB 244 is a new (2011) law that mandates jurisdictions update their General Plans to address disadvantaged unincorporated communities. This new law requires an infrastructure analysis of any community within the sphere of influence with an annual median household income that is less than 80 percent of the statewide annual median household income (the stated definition of a “disadvantaged community”). Specifically, the analysis must locate and map the disadvantaged unincorporated communities and include the present and probable need for public facilities and services related to water, wastewater, stormwater drainage, and structural fire protection needs or deficiencies, and if appropriate, sidewalks and street lighting. If requested by the City, Hogle-Ireland would complete an analysis to identify any disadvantaged communities within the City’s sphere, as well as assess needed infrastructure improvements, as part of this optional work scope task. 24 May 2012 Schedule Housing Elements are due in October of 2013. Adopting this Housing Element on time means that the subsequent cycle, the City will have eight years until the next update rather than four years. Hogle-Ireland proposed to adhere to the following milestones to complete the Housing Element Update, with sufficient time for Planning Commission and City Council adoption by October 2013. Milestone Target Completion Date Contract Execution/Start Date June 2012 Kick-off Meeting June 19, 2012 Screencheck Housing Element for Staff Review 1st week of October 2012 City Review of Draft – Comments to Hogle-Ireland 2 weeks following Draft Plan submittal Complete Public Review Draft Housing Element November 2012 Workshop/Study Session with Public, Planning Commission and City Council to review Draft Housing Element December 2012 HCD Submittal #1 January 2013 Respond to HCD Comments and Revise Draft Housing Element 2-3 weeks following HCD comments received HCD Submittal #2 March 2013 Initiate Environmental Documentation March 2013 City Review of Admin. Env. Documentation Complete. – Comments to Hogle-Ireland 2 weeks following Admin Draft Environmental Document Submittal Public Hearings for Housing Element and Environmental Document September 2013 Final Certified 2014-2021 Housing Element October 13, 2013 Consultants Capabilities Lake Elsinore Housing Element Update 25 Fee Schedule We are sensitive to the budget challenges all cities face today; thus, we have structured the work program to focus on the immediate issue at hand: ensuring the Housing Element is consistent with housing element law, providing defensible environmental documentation to support the policy document, and meeting State- mandated deadlines. While we have structured the work program and cost proposal based on our understanding of the City’s objectives, both are flexible and can be adjusted to meet your particular needs. The scope of work and budget presented in this proposal are based on the following assumptions:  The City will provide Hogle-Ireland with all applicable and most current GIS files, including a parcel-specific file that includes zoning and General Plan designations.  The City will be responsible for noticing all public workshops and hearings  Hogle-Ireland will produce hard-copies of documents as indicated by the Scope of Work; otherwise, all documents will be provided electronically for the City to reproduce and/or distribute.  Hogle-Ireland will devote the staff resources necessary to keep the program on schedule and City staff will review draft documents and provided needed information in a timely fashion consistent with the schedule. 26 May 2012 City of Lake Elsinore Housing Element Update Hogle-Ireland Fee Schedule Task VP in Charge CEQA PM Project Manager Assistant Planner GIS/ GraphicsWP Hourly Rate$150 $120 $90 $75 $90 $65 Task 1 - Project Initiation 1.1 Project Kick-off and work Refinement36$990 Task 2 - Assessment 2.1 Evaluation of 2008-2014 HE212$1,380 2.2 Document Review126$780 Task 3 - Housing Element Preparation $0 3.1 Housing Needs Analysis 21240$4,380 3.2 Housing Resources and Opportunities11030$3,300 3.3 Housing Constraints1104$1,350 3.4 Goals, Policies and Quantified Objectives 284$1,320 3.5 Community Outreach Meeting586$1,920 Task 4 - Prepare and Finalize Housing Element 4.1 Draft Housing Element612246$4,170 4.2 State Certification (Allowance) 81612$3,540 4.3 Public Hearings (1 PC / 1 CC)108$2,220 4.4 Final Housing Element2484$1,520 Task 5 - Environmental Review 5.1 Initial Study and MND216288$5,340 Taks 6 - Communication with Staff and Required Work Products 6.1 Ongoing Coordination/City Staff Meetings712$2,130 Direct Costs (Deliverables and mailing)$240 Total5216148142010$34,580 Total Cost Lake Elsinore Housing Element Update 27 Section D - References We invite you to contact the following current and recent clients regarding our ability to facilitate thorough and exemplary Housing Element updates, and to prepare superior environmental compliance documents. Additional references can be provided upon request. City of Monterey Park 2008-2014 Housing Element Jim Basham, Community Development Director 320 West Newmark Avenue, Monterey Park, California 91754 JBasham@MontereyPark.ca.gov (626) 307-1315 City of Azusa 2008-2014 Housing Element Kurt Christiansen, AICP Community Development Director 213 E. Foothill Boulevard, Azusa, CA 91702 kchristiansen@ci.azusa.ca.us (626) 812-5262 City of Baldwin Park 2008-2014 Housing Element Amy Harbin, City Planner 14403 E. Pacific Ave, 2nd Floor, Baldwin Park, CA 91706 aharbin@baldwinpark.com (626) 960-4011, ext. 475 City of Redwood City 2008-2014 Housing Element Jill Dever Ekas, Former Planning Manager 959 Arlington Road, Redwood City, CA 94062 jekas@pacbell.org (650) 365-8992 City of Commerce 2008-2014 Housing Element Alex Hamilton 2535 Commerce Way, Commerce, CA 90040 alexh@ci.commerce.ca.us (323) 722-4805 City of Murrieta 2008-2014 Housing Element Update Mary Lanier, Planning Director 1 Town Square 24601 Jefferson Avenue, Murrieta, CA 92562 (951) 461-6064 MLanier@murrieta.org D