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HomeMy WebLinkAboutR22710 - Rosenow Spevacek Group, Inc. - 5 Yr and 10 Yr Housing Compliance Plan Proposal PALM DESERT REDEVELOPMENT AGENCY STAFF REPORT REQUEST: AWARD CONTRACT NO. R-22710 TO ROSENOW SPEVACEK GROUP INC. FOR PROFESSIONAL CONSULTANT SERVICES FOR REPORTING AND FILING OF THE FIVE-YEAR IMPLEMENTATION PLAN AND TEN-YEAR HOUSING COMPLIANCE PLAN PROPOSAL SUBMITTED BY: CATHERINE WALKER, SENIOR MANAGEMENT ANALYST JANET M. MOORE, SENIOR MANAGEMENT ANALYST CONSULTANT: ROSENOW SPEVACEK GROUP 217 N. MAIN ST., STE. 300 SANTA ANA, CA 92701-4822 DATE: MAY 13, 2004 CONTENTS: CONTRACT NO. R- 22710 Recommendation: By Minute Motion, that the Agency Board: 1. Award Contract No. R- 22710 to Rosenow Spevacek Group Inc. in the amount of $41,810 for professional consultant services for reporting and filing the Five-Year Implementation Plan and Ten-Year Housing Compliance Plan Proposal; 2. Authorize the Finance Director to set aside the amount of $4,181 as 10% contingency (use of contingency requires additional action); 3. Appropriate $23,908 from unobligated Housing Set-aside to Account No. 870-4195-466-3092; and 4. Appropriate $22,083 from unobligated Agency Funds to the following account numbers: $ 5,520.75 to Account No. 850-4195-466-3092 $ 5,520.75 to Account No. 851-4195-466-3092 $ 5,520.75 to Account No. 853-4195-466-3092 $ 5,520.75 to Account No. 854-4195-466-3092 Discussion: AB1290 requires the Agency to prepare and approve an Implementation Plan for each of the project areas that details the projects it anticipates accomplishing within the next five G:\RDA\Cathy Walker\Word Data\STAFF REPORTS\Staff 5 year implementation plan 2004.doc Staff Report Award of Contract R-2271oto Rosenow Spevacek Group— Five-Year Implementation Plan and Ten-Year Housing Compliance Plan Page2of2 May 13, 2004 years. The Agency is also required to provide an affordable housing compliance plan/strategy for the next ten years. This year the State has imposed additional requirements to be included in the report through AB 637 and SB 701. This comprehensive Five-Year Implementation Plan will document what both the Housing Division and the Agency have done, as well as what we project to accomplish within the Plan's time frame. It will also be a working document for Housing that will show the methods the Agency will use to meet the needs of the RHNA (Regional Housing Needs Assessment), the Stipulation, and additional requirements imposed by AB 637 and SB 701. Of particular importance, given the current economic condition facing the State of California is the need for the Redevelopment Agency to demonstrate to the State the benefits of Redevelopment and the progress we've made. The Implementation Plans provide us with a vehicle to substantiate upcoming projects that could be in jeopardy if the State continues to take money from redevelopment agencies. Staff has contacted the consultant that prepared the previous plan who encouraged staff to begin as soon as possible because it can be quite a lengthy process. With every agency in the State required to file this report by December 31, 2004, a consultant such as Rosenow Spevacek Group will be inundated with requests to perform the same service. Staff asked for a more comprehensive detailed approach to the Plan for both Redevelopment and Housing. Utilizing the same consultant as the previous plan will maintain consistency of information, as well as minimize the duplication of historical information. Sub itted by: , rwteki2„ Sy tted by: cet, (2, Catherine Walker anet i, . Moore Senior Management Analyst Senior Management Analyst Depa ent Head: artme ead: /� aye Yrigoyen Ir. o edevelopment _____- IrKsa LaRocca, Director of Housing Ap royal: . 6) Ju n cCarthy, A M Redev pment Paul S. Gibson, Director of Finance /1 Carlos L. rte Executive Director CONTRACT NO. 22710 AGREEMENT THIS AGREEMENT, made and entered into this 13th day of May, 2004, by and between the PALM DESERT REDEVELOPMENT AGENCY hereinafter referred to as "REDEVELOPMENT AGENCY" and the ROSENOW SPEVACEK GROUP INC., hereinafter referred to as "CONSULTANT". WITNESSETH: WHEREAS, CONSULTANT is a corporation, the principal members of which are Professional Consultants duly registered under the laws of the State of California; and WHEREAS, REDEVELOPMENT AGENCY desires to engage CONSULTANT to render certain technical and professional consulting services as set forth in Exhibit "A" (Consultant's Proposal of Services) in connection with providing the Redevelopment Agency with a Five-Year Implementation Plan and Ten-Year Housing Compliance Plan. NOW, THEREFORE, the parties hereto agree as follows: (1) REDEVELOPMENT AGENCY hereby agrees to engage CONSULTANT to perform the technical and/or professional services as hereinafter set forth. (2) CONSULTANT shall perform all work necessary within the schedules provided herein to complete the services set forth in Exhibit "A" attached hereto and by reference incorporated herein and made a part hereof. (3) All information, data, reports and records and maps as are existing and available from the REDEVELOPMENT AGENCY and necessary for the carryings out of the work outlined in Exhibit "A" hereof shall be furnished to CONSULTANT Page 1 AGREEMENT-sd CONTRACT NO. 22710 without charge by REDEVELOPMENT AGENCY and REDEVELOPMENT AGENCY shall cooperate in every way reasonable in the carrying out of the work without delay. (4) CONSULTANT represents that, it employs or will employ at its own expense, all personnel required in performing the services under this Agreement. (5) All of the services required hereunder will be performed by CONSULTANT or under its direct supervision, and all personnel engaged in the work shall be qualified and shall be authorized or permitted under state and local law to perform such services. (6) The execution of this Agreement by the parties hereto does not constitute an authorization to proceed. REDEVELOPMENT AGENCY's Project Administrator has not authorized CONSULTANT to proceed. (7) The CONSULTANT shall work closely with the REDEVELOPMENT AGENCY's Project Administrator, who shall be the principal officer of the REDEVELOPMENT AGENCY. The CONSULTANT shall review and receive the Executive Director approval of the details of work as it progresses. (8) The CONSULTANT warrants that he has not employed or retained any company or person, other than a bona fide employee working solely for the consultant, to solicit or secure this Agreement, and that he has not paid or agreed to pay any company or person, other than a bona fide employee working solely for the consultant, any fee, commission, percentage, brokerage fee, gifts, or any other consideration, contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, REDEVELOPMENT AGENCY shall have the right to annul this Agreement without liability, or in its discretion to deduct from the Page 2 AGREEMENT•sd CONTRACT NO. 22710 contract price or consideration, or otherwise recover; the full amount of such fee, commission, percentage, brokerage fee, gift or contingent fee. (9) The right is reserved by the REDEVELOPMENT AGENCY to terminate the Agreement at any time upon seven (7) days written notice, in the event the project is to be abandoned or indefinitely postponed, or in the event the CONSULTANT's services, in the sole judgment of REDEVELOPMENT AGENCY, are unsatisfactory or because of the CONSULTANT's failure to prosecute the work with diligence or within the time limits specified or because of his disability or death. In any such case, the CONSULTANT shall be paid the reasonable value of the services rendered, based upon CONSULTANT's standard hourly rates, up to the time of the termination. The CONSULTANT shall keep adequate records to substantiate costs and provide copies of original time-cards in the event of termination or suspension. (10) All documents including tracings, drawings, estimates, reports, investigations and computations shall be delivered to and become the property of the REDEVELOPMENT AGENCY. REDEVELOPMENT AGENCY acknowledges and agrees that all plans, specifications, reports and other design documents prepared by CONSULTANT pursuant to this agreement shall be used exclusively on this project and shall not be used for any other work without the written consent of CONSULTANT. In the event REDEVELOPMENT AGENCY and CONSULTANT permit the re-use or other use of the plans, specifications, reports or other design documents, REDEVELOPMENT AGENCY shall require the party using them to indemnify and hold harmless REDEVELOPMENT AGENCY and CONSULTANT regarding such re-use or other use, and REDEVELOPMENT AGENCY shall require the party using them to eliminate any Page 3 AGREEMENT-sd CONTRACT NO. 22710 and all references to CONSULTANT from the plans, specifications, reports and other design documents. (11) The CONSULTANT shall comply with all federal, state and local laws, ordinances and regulations applicable to work. (12) No change in the character or extent of the work to be performed by the CONSULTANT shall be made except by supplemental authority in writing between REDEVELOPMENT AGENCY and the CONSULTANT. The supplemental authority shall set forth the changes of work, extension of time and adjustment of the fee to be paid by REDEVELOPMENT AGENCY to the CONSULTANT, if any. (13) In connection with the execution of this Agreement, the CONSULTANT shall not discriminate against any employee or applicant for employment because of race, religion, color, sex or national origin. The CONSULTANT shall take affirmative actions to insure equal employment opportunity and that employees are treated during their employment without regard to their race, religion, color, sex or national origin. Such actions shall include, but not limited to, the following: employment, upgrading, demotion or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay, or other forms of compensation and selection for training, including apprenticeship. This clause shall be included in each related subcontract, if any, awarded by the CONSULTANT. (14) The REDEVELOPMENT AGENCY agrees to pay the CONSULTANT for the work required by this Agreement on the following basis: CONSULTANT shall submit invoices monthly for services performed in the previous month not to exceed the total contract amount of: $41,810.00 (Forty-one Page 4 AGREEMENT-sd CONTRACT NO. 22710 Thousand Eight Hundred Ten and No/100 Dollars). REDEVELOPMENT AGENCY agrees to pay all undisputed invoices within thirty (30) days of receipt of invoice. REDEVELOPMENT AGENCY agrees to notify CONSULTANT of disputed invoices within fifteen (15) days of receipt of said invoice. (15) The CONSULTANT agrees to complete and submit the Final Draft of the Five-Year Implementation Plan and Ten-Year Housing Compliance Plan as outlined in Exhibit "A". (16) In the event that any judgment is entered in any action upon this Agreement, the party hereto against whom such judgment is rendered agrees to pay the other party an amount equal to the reasonable value of the legal services performed in his or its behalf in such action and that such amount may be added to and made a part of such judgment. (17) This Agreement shall be binding on the successors and assigns of the parties, but it shall not be assigned by the CONSULTANT without written consent of the REDEVELOPMENT AGENCY. (18) The CONSULTANT shall be an independent contractor, not an employee of the REDEVELOPMENT AGENCY. (19) Prohibited interests are as follows: No officer, member or employee of the REDEVELOPMENT AGENCY during his tenure or one year thereafter shall have any interest, direct or indirect, in this Agreement or the proceeds thereof. The parties hereto covenant and agree that to their knowledge no member of the Redevelopment Agency Board, officer or employee of the REDEVELOPMENT AGENCY has any interest, whether contractual, non- Page 5 AGREEMENT-sd CONTRACT NO. 22710 contractual, financial or otherwise, in this transaction, or in business of the contracting party other than the REDEVELOPMENT AGENCY, and that if any such interest comes to the knowledge of either party at any time a full and complete disclosure of all such information will be made in writing to the other party or parties, even if such interest would not be considered a conflict of interest under applicable laws. The CONSULTANT hereby covenants that he has, at the time of this Agreement, no interest, and that he shall not acquire any interest in the future, direct or indirect, which would conflict in any manner or degree with the performance of services required to be performed pursuant to this Agreement. The CONSULTANT further covenants that in the performance of this work no person having any such interest shall be employed by the CONSULTANT. (20) The CONSULTANT shall indemnify and save harmless the REDEVELOPMENT AGENCY, its officers and employees from and against any liability, loss, cost or expense resulting from any injury or damage to persons or property caused by the negligent acts or omission of the CONSULTANT, its agents or employees, while engaged in the performance of this Agreement. (21) In case of conflicts within the contract documents, the document precedence shall be as follows: (a) This Agreement; (b) Exhibit "A" (Consultant's Proposal of Services, and any written modifications thereto); (c) Exhibit "B" (Consultant's Fee Proposal, and any written modifications thereto). Page 6 AGREEMENT-sd CONTRACT NO. 22710 IN WITNESS WHEREOF, said parties have executed this Agreement the date first hereinabove written. PALM DESERT REDEVELOPMENT ROSENOW SPEVACEK GROUP AGENCY Robert A. Spiegel, Chairman ATTEST: Rachelle D. Klassen, Agency Secretary APPROVED AS TO FORM: Dave Erwin, City Attorney Page 7 AGREEMENT-sd CONTRACT NO. 22710 EXHIBIT "A" CONSULTANT'S PROPOSAL OF SERVICES Page 8 AGREEMENT-sd ROSENOW SPEVACEK GROUP I N C . 217 NORTH MAIN STREET TEL 714 541-4585 REAL ESTATE ECONOMICS SUITE 300 FAX 714 836-1748 GOVERNMENT SERVICES SANTA ANA, CALIFORNIA EMAIL: INFO@WEBRSG.COM ECONOMIC DEVELOPMENT REDEVELOPMENT PLANNING 92701-4842 W W W.WEB RSG.COM HOUSING REAL ESTATE ACQUISITION FINANCING April 27, 2004 via e-mail Mr. David Yrigoyen Director of Redevelopment Ms. Teresa L. La Rocca, Director of Housing PALM DESERT REDEVELOPMENT AGENCY 73-510 Fred Waring Drive Palm Desert, California 92260-2578 FIVE-YEAR IMPLEMENTATION PLAN AND TEN-YEAR HOUSING COMPLIANCE PLAN PROPOSAL FOR CONSULTANT SERVICES Dear Mr.Yrigoyen and Ms. La Rocca: Rosenow Spevacek Group, Inc. ("RSG") welcomes the opportunity to assist the City of Palm Desert (the "City") and the Palm Desert Redevelopment Agency ("Agency") prepare their required third Five-Year Implementation Plan and Ten-Year Housing Compliance Plan. Pursuant to our recent correspondence and phone conversations the following provides our understanding of the services required by the Agency and City. APPROACH It is intended that the Agency's 2004-05 through 2008-09 Implementation Plan focus on providing the Agency with a comprehensive "implementation strategy" for all redevelopment activities. Rather than titling the document a "Plan" the "Five-Year Strategy"would provide staff and Agency Board the opportunity to plan out and prioritize future implementation activities. The document would be well thought-out and written in "plain English," designed to communicate not only the Agency's plan of action for the next five years, but also the long and short turn benefits that redevelopment has afforded the community. Prior Agency activities and projects will also be highlighted. The affordable housing compliance plan would provide the Agency and City with an "affordable housing strategy" covering the required ten-year time period. This approach is desirable because of the additional requirements now imposed on redevelopment agencies by AB 637 and SB 701 as well as the unique housing obligations imposed on the Agency by the Stipulated Judgment. We believe it would be extremely beneficial to the Agency and City to prepare an Affordable Housing Strategy that would identify all Agency and City affordable housing needs and obligations in conjunction with providing a well outlined course of action (prioritized projects and programs) that would provide the means to meet both the City's and Agency's housing obligations over the next ten years. PALM DESERT REDEVELOPMENT AGENCY Mr. David Yrigoyen Ms. Teresa L. La Rocca Proposal for Implementation and Housing Plan Page 2 SCOPE OF SERVICES The following outlines the scope of work required to conduct the necessary effort to prepare the envisioned documents. Attached to this letter proposal are draft outlines for each Strategy for the Agency's review. Data Collection/Scoping: will be conducted to secure noted information and direction from the project team (City and Agency staff, legal counsel and consultant)to discuss needed documents and issues: o Discuss and further refine the scope and objectives of the Implementation Strategy and Affordable Housing Strategy(compliance plan). o Identify key planning, financial, and political issues that would affect the preparation and adoption of the documents. o Review the current implementation and housing compliance plans, City Housing Element, and Zoning Code; gather information on current status of projects and programs identified in the prior documents, and confirm the assumptions and analysis of the current ten-year affordable housing compliance plan. o Identify key resource people and collect all pertinent documents which could include: current budget and annual work program, the County Auditor-Controller's fiscal year 2003-04 assessed valuation report for the Project Areas, prior year reports to the Department of Housing and Community Development, debt service schedules, the Statement of Indebtedness, the 2002-03 Agency Audit. o Identify past projects and programs to be highlighted in documents. o Gather proposed implementation (redevelopment and housing) projects and programs. o Identify any non-tax increment funding sources to be used for desired redevelopment(non-housing) and housing projects. Identify Potential Five Year Redevelopment (Non-housing) Projects and Five and Ten Year Housing Projects and Programs o Based upon the collected data and staff input, RSG would identify anticipated redevelopment projects. Staff will prioritize redevelopment projects that are anticipated for the five-year planning period. RSG will likewise identify existing and potential housing projects and programs for five and ten year periods. G:\RSG\MARKET\1290Plans\PalmDesert04\2004ImpPlanproposal.DOC PALM DESERT REDEVELOPMENT AGENCY Mr. David Yrigoyen Ms. Teresa L. La Rocca Proposal for Implementation and Housing Plan Page 3 Identify Projected Revenues and anticipated Redevelopment Expenditures o RSG with the assistance of Agency staff will estimate ten-year revenue and expenditures for the Agency's housing and redevelopment funds. o Develop and refine Redevelopment and Housing Strategy document outlining. o Develop cash flow model illustrating ability of Agency to fund redevelopment and affordable housing production for the planning periods. Draft Redevelopment and Housing Strategy(Implementation/Housing Compliance Plan) o Delineate implementation projects/programs (for both redevelopment and housing) in sufficient detail to measure performance. For redevelopment provide potential programs and projects by year showing expected expenditures. For housing include on an annual basis, expenditures, and number of units developed, rehabilitated, destroyed, or assisted. Identify potential sites for housing development. o Develop a schedule of actions for implementing the redevelopment and housing projects and programs identified in the Strategies. o Factor into the Housing Strategy requirements of the Stipulated Judgment and Housing Element affordable housing needs including the City's Regional Housing Needs Allocation ("RHNA") numbers. o Ensure compliance with current law, including AB 637 and SB 701. Adopt the Redevelopment and Housing Strategy(Implementation Plan/Compliance Plan) o Circulate screen check draft Strategies to Agency staff and legal counsel. Meet with staff to discuss comments and prepare final draft incorporating comments received. o Upon incorporating staff comments, RSG will present the proposed implementation plan to the Redevelopment Agency at workshop session. Agency input would be discussed with staff and included in the implementation plan as appropriate. o Prepare public hearing notice for Agency counsel review. Prepare necessary staff report and adopting resolution. o Present draft Strategies at Agency workshop. Take input from Agency and make appropriate changes to documents o Present final Redevelopment and Housing Strategies (5 and 10 year plans) at Agency public hearing. G:\RSG\MARKET\1290PIans\Pal mDesert04\2004ImpPl anprop os al.D O C • PALM DESERT REDEVELOPMENT AGENCY Mr. David Yrigoyen Ms. Teresa L. La Rocca Proposal for Implementation and Housing Plan Page 4 TIMING The attached outline enumerates the task and timeframes required to accomplish preparation and adoption of the documents by early November of 2004. PROJECT TEAM Felise Acosta, Principal/Project Manager Ms. Acosta will assume the role of Project Manager for this engagement conducting the majority of the work effort. Ms. Acosta will attend all meetings, act as lead contact, and coordinate all activities with the City and Agency staff and counsel. She will also coordinate support staffs data gathering efforts, and oversee all analysis and projection development. Ms. Acosta will be directly responsible for the preparation of the Strategies. Other Project Team Members Katherine Han and Sweta Bhattacharya,Analysts Ms. Han and Ms. Bhattacharya will assist Ms. Acosta with this engagement. They will be responsible for research, data gathering, assembly of required financial and project information. They will also assist in preparation of necessary financial models. FEE QUOTE RSG proposes to accomplish the Scope of Services based upon a time-and-material basis for a not to exceed fee. As noted in the budget table on the following page, the estimated cost for the Redevelopment Strategy is $20,075 and $21,735 for the Affordable Housing Strategy. This fee quote includes attendance at the Agency workshop and Public Hearing and two on site meetings with Agency staff. Invoices will be issued monthly and are payable upon receipt. Invoices will identify personnel,tasks, hours expended, and the hourly rate. RSG's 2004 hourly rate structure for consultant services is as follows: Principal/Director $165 Sr. Associate $135 Associate $115 Senior Analyst $ 95 Analyst $ 85 Research Assistant $ 70 Word Processor/Graphic Artist $ 50 Clerical $ 40 Reimbursable Expenses Cost plus 10% G\PSG\MARKET\1290P1ans\P al mDesert04\20041mpPlanp ropos al,DOC I PALM DESERT REDEVELOPMENT AGENCY Mr. David Yrigoyen Ms. Teresa L. La Rocca Proposal for Implementation and Housing Plan Page 5 The following project budget presents RSG cost estimate of the work required. Budget Tasks Re•uired Four Pro'ect Areas Princi•al Anal st Total 5-Yr.Redevelopment Implementation Strategy $ 165 $ 85 Hours Part 1-Data Collection/Analysis/Scoping A.Scheduling/Data Collection 4 8 12 B.Data,Project,&Program Analysis/Coordination 8 8 16 Part 2-Project Identification,Goals,&New Plan A. Identify Goals,Projects&Programs 8 12 20 B.Draft of Strategy 18 12 30 C.Draft of Financial Plan/Cash Flow 8 12 20 Part 3-Complete Implementation Plan A. Staff Meetings/Review Comments 12 4 16 B. Final Draft of New Strategy/Financial 8 10 18 C.Public Notices/Postings/Staff Rpt&Resolution 1 4 5 D.Agency Workshop&Preparation 6 4 10 E.Public Hearing/Adoption/File Closeout 8 2 10 Total Hours 81 76 157 Reimbursables* (Not to exceed amount.) $ 250 Subtotal Redevelopment Strategy Cost $13,365 $6,460 $20,075 10-Yr.Affordable Housin• Strate•y Part 1-Data Collection/Analysis%Scoping A.Scheduling/Data Collection 4 8 12 B. Data,Project,&Program Analysis/Coordination 8 8 16 Part 2-Project Identification,Goals,&New Plan A.Identify Goals,Projects&Programs 12 8 20 B.Draft of Strategy 20 12 32 C. Draft of Financial Plan/Cash Flow 8 12 20 Part 3-Complete Housing Strategy A. Staff Meetings/Review Comments 12 4 16 B. Final Draft of New Plan/Financial 10 18 28 C.Public Notices/Postings/Staff Rpt&Resolution 1 4 5 D.Agency Workshop&Preparation 6 4 10 E.Public Hearing/Adoption/File Closeout 8 2 10 Total Hours 89 80 169 Reimbursables* (Not to exceed amount.) $ 250 Subtotal Affordable Housing Cost $14,685 $6,800 $21,735 Total Budget $41,810 RSG remains available to discuss and make alterations to the scope of services with corresponding changes to the fee quote. To achieve the timeline noted above we need to begin work as soon as possible. G:\RSGVo1ARKET\1290Plans\Pa ImDesert04\20041mpPl anproposal.DO C PALM DESERT REDEVELOPMENT AGENCY Mr. David Yrigoyen Ms. Teresa L. La Rocca Proposal for Implementation and Housing Plan Page 6 We look forward to working with the Agency, staff and legal counsel on this project. Please feel free to call if you have any questions or feel modifications to the scope of services is necessary. Sincerely, ROSENOW SPEVACEK GROUP, INC. Felise Acosta Principal cc: Catherine Walker Dennis Coleman Janet Moore attachments G:\RSG\MARKET\1290Plans\Pal mDesert04\20041mpPI anproposal.D OC a) a`3 .0 - E E a) o> > C z ° z ... 0 u o 45 U U CI 0 iti'' i I° A 1 0 . . E a' a' a1 g a a) = cncn O tcm o� a. a Q A d ♦ 0 = O >, n >, O ! 3 a) .o a C a{ O G E 2 a> . a> �o -'O + v Ti 0 • d g 2 ) 0 d d L o ¢ Q — 0 Cu >. a. N L 0 •� 0 � Cr 00 0 0 0 0 O L o M o 0 0CD CD ti r- f N O N N N- N N ` \ • '. N -j t� co 0) O O O O r ,-- C a a) O � � � � � � � 0 � � s 0 00 00 0 00 0 0 0 � •0 00 0 r OM N L- 0 N N C C r v_ y O 0 0 0 O O O l- O) L N C 47 U O 70 C .0 j i (d Q 3 c c° co a) r '�, a c a)a. a> m 0. Z o 0 0 U)) CD = 2 m 0 C 0 CD ti o .2 0 > a) Q N n c > c R' CI 0. co CD p 0 cco N L 0 Q a 3 u Ce< c w a (n a) a Y n c) •`n o a> c c fB O> O co E 0 0 £ O L C a3 a> O 2 o -c ' N ) a) a> � O i O � O �G @ p7 .(4 O 0 Q00 00. 0 00 IL u) a = Sazaz 32Qv) < r N C) d' in CO r•• CO co N M e• PALM DESERT REDEVELOPMENT AGENCY REDEVELOPMENT AND HOUSING STRATEGY OUTLINE Five-Year Implementation Strategy (Plan) I. Background of Project Areas History of the area surrounding each the Project Area Map of Project Areas Why Project Areas were formed and why redevelopment was needed Redevelopment Agency past program successes (including photos) Goals of the Redevelopment Plans Anticipated Revenues of each Project Environmental Review and Project Approval Process (acknowledgement that no CEQA review is required) II. Agency Programs Redevelopment(Non-Housing) Programs by Project Area Background of Program/Project How Program/Project will eliminate blight Anticipated Expenditures Timing and Priority of Project Housing Programs (Summary of 10-year Housing Strategy) Background of Program/Project How Program/Project will eliminate blight Anticipated Expenditures Housing Unit Estimates Goals Proposed Projects Achieve III. Five Year Budget Cash Flows Ten-Year Affordable Housing Strategy(Housing Compliance Plan) I. Purpose of Strategy II. Executive Summary III. Background IV. Summary of City's Housing Obligations V. Summary of Redevelopment Agencies Housing Obligations VI. Objectives of Strategy VII. Housing Needs VIII. Demographic Profile of City IX. Affordable Housing Costs X. Housing Cost and Affordable Housing Needs Xl. Agency's Housing Obligations Inclusionary/Affordable Units Replacement Housing Stipulated Judgment Agreement Housing Element Needs RHNA Numbers X. Means to Accomplish Requirements-Allocation of Housing Set-Aside Resources Housing Programs City Regulations that Promote and Preserve Affordable Housing and City or Agency Housing Programs XI. Funding Sources for Housing Programs XII. Proposed Housing Strategy-programs and projects for 10 Year Period. XIII. Housing Set-Aside and Other Funding- 10 Year Cash flow XIV. Housing Element Compliance CONTRACT NO. EXHIBIT "B" CONSULTANT'S FEE PROPOSAL Page 9 AGREEMENT-sd Budget Tasks Re•uired Four Pro-ect Areas Princi•al Anal st Total 5-Yr. Redevelopment Implementation Strategy $ 165 $ 85 Hours Part 1-Data Collection/Analysis/Scoping A. Scheduling/Data Collection 4 8 12 B. Data, Project, & Program Analysis/Coordination 8 8 16 Part 2-Project Identification,Goals,&New Plan A. Identify Goals, Projects & Programs 8 12 20 B. Draft of Strategy 18 12 30 C. Draft of Financial Plan/Cash Flow 8 12 20 Part 3-Complete Implementation Plan A. Staff Meetings/Review Comments 12 4 16 B. Final Draft of New Strategy/Financial 8 10 18 C. Public Notices/Postings/Staff Rpt& Resolution 1 4 5 D. Agency Workshop & Preparation 6 4 10 E. Public Hearing/Adoption/File Closeout 8 2 10 Total Hours 81 76 157 Reimbursables* (Not to exceed amount.) $ 250 Subtotal Redevelo•ment Strate• Cost $13,365 $6,460 $20,075 10-Yr.Affordable Housing Strategy Part 1-Data Collection/Analysis/Scoping A. Scheduling/Data Collection 4 8 12 B. Data, Project, & Program Analysis/Coordination 8 8 16 Part 2-Project Identification,Goals,&New Plan A. Identify Goals, Projects & Programs 12 8 20 B. Draft of Strategy 20 12 32 C. Draft of Financial Plan/Cash Flow 8 12 20 Part 3-Complete Housing Strategy A. Staff Meetings/Review Comments 12 4 16 B. Final Draft of New Plan/Financial 10 18 28 C. Public Notices/Postings/Staff Rpt & Resolution 1 4 5 D. Agency Workshop & Preparation 6 4 10 E. Public Hearing/Adoption/File Closeout 8 2 10 Total Hours 89 80 169 Reimbursables* (Not to exceed amount.) $ 250 Subtotal Affordable Housing Cost $14,685 $6,800 $21,735 Total Budget $41,810