HomeMy WebLinkAboutR28730 - Prof Consltnt Svcs - 5-yr Implemtn Plan & 10-yr Housg Complnce Pln PALM DESERT REDEVELOPMENT AGENCY
STAFF REPORT
REQUEST: AWARD CONTRACT NO. R-2873o TO ROSENOW SPEVACEK
GROUP INC. IN AN AMOUNT NOT-TO-EXCEED $28,025 FOR
PROFESSIONAL CONSULTANT SERVICES FOR REPORTING
AND FILING OF THE FIVE-YEAR IMPLEMENTATION PLAN AND
TEN-YEAR HOUSING COMPLIANCE PLAN PROPOSAL
SUBMITTED BY: DAVE YRIGOYEN, DIRECTOR OF REDEVELOPMENT/
HOUSING
DATE: MARCH 26, 2009
CONTENTS: ROSENOW SPEVACEK GROUP PROPOSAL
Recommendation:
By Minute Motion, that the Agency Board:
1. Award Contract No. R- 28730 to Rosenow Spevacek Group Inc. in an
amount not-to-exceed $28,025 for professional consultant services for
reporting and filing the Five-Year Implementation Plan and Ten-Year
Housing Compliance Plan Proposal.
Funds are available in Account Nos. 870-4195-466-3092, 850-4195-466-
3092, 851-4195-466-3092, 853-4195-466-3092, and 854-4195-466-3092.
Discussion:
Section 33490 of the Health and Safety Code requires that all redevelopment agencies
adopt an implementation plan every five years with the first plan adopted prior to
December 31, 1994. Furthermore, every project that the Agency intends to fund must
be included in the current implementation plan. Pursuant to this section, the Agency
must also adopt an Affordable Housing Compliance Plan/Strategy for the next ten
years.
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. An analysis consisting of the Agency's financial
capabilities over the next five and ten years will be required to demonstrate the
Agency's ability to implement the plan.
' Staff Report
Award Contract No. R-28730 to Rosenow Spevacek Group for Five-Year Implementation
Plan and Ten-Year Housing Compliance Plan
Page 2 of 2
March 26, 2009
The Implementation Plan provides us with the ability to demonstrate to the State our
plan for financing future projects. The burden of proof falls to the Redevelopment
Agencies to prove that all redevelopment projects and funds are necessary and without
them it would be a detriment to the entire community.
The Agency received three Request for Qualifications Proposals regarding this
Implementation Plan. The consultant was selected on the basis of qualifications and
costs. Based on this information, after reviewing the proposals from the three firms,
Rosenow Spevacek Group, Inc. (RSG) was considered the most qualified firm to
prepare this report for the Agency. Their staff is experienced in preparing these reports
for other Redevelopment Agencies that are comparative in size to us. Also, they have
prepared our past plan and have our history readily available.
Since this is a very lengthy process that requires input from several different areas, we
would like to have RSG begin as soon as possible. Also, Redevelopment wants to give
the other departments an opportunity to review and add any projects that they are
hoping for Redevelopment to fund over the next five years. By beginning this process
early, and using the same consultant, it should maintain consistency of information and
minimize duplication of historical information.
Submitted by: Approval:
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David Yrigo n sti McCart y
Direc Redevelopment/Housing ACM Redevelop - - t
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h M. ohlmuth Paul S. Gibson
Ex utive Director Director of Finance
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VERIFIED BY J (I
Original on file with City erk's Office
G:\rda\Arla Scott\Word Files\Staff Repts\Five Year Implementation Plan 2009-Staff-2.doc
03/11/2009 11:17 7145411175 RSG PAGE 02
RSG
INTELLIGENT COMMUNITY DEVELOPMENT ROSENOW SPEVACEK GROUP INC, T 7I4 54.1 4.SS5
300 WEST 4TH STREET F 714 541 1175
SANTA ANA, CALIFORNIA E INFOIh4WEERSG.COM
72701-4502 WEBPSG.COM
March 11, 2009
Mr. David L. Yrigoyen, Director of Redevelopment & Housing
Ms. Arla Scott, Senior Financial Analyst
PALM DESERT REDEVELOPMENT AGENCY
73-510 Waring Drive
Palm Desert, California 92260
PROPOSAL FOR PREPARATION OF THE 2009/10 FIVE-YEAR
IMPLEMENTATION & TEN-YEAR HOUSING COMPLIANCE PLAN
Dear Mr. Yrigoyen and Ms. Scott:
Attached please find the Rosenow Spevacek Group, Inc. ("RSG") proposal to the Palm
Desert Redevelopment Agency to prepare the Agency's 2009-10 Five Year
Implementation and Housing Compliance Plan covering all four of the Agency's
redevelopment project areas. The proposal presents our qualifications, scope of work,
and fee estimate to provide redevelopment consulting services necessary prepare.
As you are aware, RSG has provided consultant services to the Agency since 1989
providing a wide array of redevelopment consulting services including plan adoption, real
estate analysis and fiscal work for numerous tax allocation bond issues. More
specifically, RSG has prepared the Agency's prior three Five Year Implementation and
Housing Plans. We therefore believe we are not only best qualified but also in the best
position to prepare the required plans in a timely, economic and efficient manner.
Thank you again for the opportunity to work with the Agency on this important project. If
the attached proposal is acceptable please sign below where indicated. Once approved
and signed RSG is available to commence work.
Sincerely,
ROS NOW SPEVACEK GROUP INC. APPROVED AND ACCEPTED
-dtvee. )._
PALM DESERT REDEVELOPMENT
Felise Acosta AGENCY
Principal
attachment David L. Yrigoyen
Redevelopment Director
•
REDGVFLOPMENT PLANNING
REAL ESTATE GCONOMICS
HOUSING
FINANCING
REAL ESTATE ACO,UISITION
ECONOMIC DEVELOPMENT
GOVERNMENT SERVICES
PROPOSAL FOR CONSULTING SERVICES
PREPARATION OF 2009/10 FIVE-YEAR IMPLEMENTATION &
TEN-YEAR HOUSING COMPLIANCE PLAN
PALM DESERT REDEVELOPMENT AGENCY
INTELLIGENT COMMUNITY DEVELOPMENT
ROSENOW SPEVACEK GROUP, INC.
309 West 4th Street
Santa Ana,CA 92701
Felise Acosta, Principal
714.541.4585 x128
March 4,2009
TABLE OF CONTENTS
Transmittal Letter 1
Rosenow Spevacek Group Inc. Qualifications 2
Project Team 8
Scope of Work 14
Schedule 19
20
Fee Proposal
• -
INTELLIGENT COMMUNITY DEVELOPMENT ROSENOW SPEVACEK GROUP INC- I ' ! 1'
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300 WEST 4TH STPEET F I . ',-1 I
CANTA AAA CAI IFOR NIA E IN-0,S?r'e'F3u,r- -nr,1
g/70121502 A'FRRS Cr
Via Electronic & US Mail
March 4, 2009
Mr. David L. Yrigoyen, Director of Redevelopment& Housing
Ms.Aria Scott, Senior Financial Analyst
PALM DESERT REDEVELOPMENT AGENCY
73-510 Waring Drive
Palm Desert, California 92260
PROPOSAL FOR PREPARATION OF THE 2009/10 FIVE-YEAR
IMPLEMENTATION & TEN-YEAR HOUSING COMPLIANCE PLAN
Dear Mr. Yrigoyen and Ms Scott:
Thank you for this opportunity to present our proposal to the Palm Desert
Redevelopment Agency. This proposal presents our qualifications, scope of work, and
fee estimate to provide redevelopment consulting services necessary prepare the
Agency's 2009-10 Five Year Implementation and Housing Compliance Plan covering all
four of the Agency's redevelopment project areas.
As you are aware, RSG has provided consultant services to the Agency since 1989
providing a wide array of redevelopment consulting services including plan adoption, real
estate analysis and fiscal work for numerous tax allocation bond issues. More
specifically, RSG has prepared the Agency's prior three Five Year Implementation and
Housing Plans. We therefore believe we are not only best qualified but also in the best
position to prepare the required plans in a timely, economic and efficient manner.
We look forward to discuss our proposal in detail. In the meantime, should you have any
questions, please feel free to contact us.
Sincerely,
ROSENOW SPEVACEK GROUP INC.
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Felise Acosta Tara Howard
Principal Associate
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ROSENOW SPEVACEK GROUP INC.
RSG provides consulting services for public and private agencies. Our experienced professionals
create customized solutions, emerging from an understanding of each community's unique set of
challenges.We specialize in:
Redevelopment Planning Real Estate Economics
Housing Financing
Real Estate Acquisition Economic Development
Government Services
As one of California's leading community development firms, RSG is able to take the hopes and
dreams of builders, planners and community leaders and create something tangible, a vital place
that meets the needs of all the residents, guests and employees. It's intelligent community
development-a unique, holistic approach to creating living environments.
Taking a project from concept to completion requires:
• Imagination and planning to see the possibilities
• Experience and commitment to make it happen
• The ability to focus on the smallest detail,without losing sight of the big picture
• Proactively surfacing unresolved issues and implementing solutions
To provide the best, most transparent services, RSG dedicates a Principal to your project, and
creates a core group of people that works with you on a consistent basis throughout all stages of
the assignment. Our staff is focused, committed and passionate about the work we do.
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REDEVELOPMENT
In 1979, RSG began providing redevelopment consulting services to a few clients. Twenty-eight
years and over 150 redevelopment plans later, redevelopment is still one of our core services.
Redevelopment is something we love to do, and we're highly skilled at the inner workings of its
most complex elements: plan adoption and implementation, financing, development planning,
developer solicitation and selection, real and personal property acquisition, and rehabilitation
program administration.
We understand the diverse interests involved in redevelopment planning, from city officials to
citizens, developers, consultants, technical experts, lawyers, architects, engineers, investment
bankers, even real estate appraisers and transportation agencies. We have earned a reputation
for balancing these diverse interests to move a project forward on a timely basis to its optimum
conclusion. And doing so in a harmonious way that keeps the project moving forward without
causing factions that can cause roadblocks.
Our approach to redevelopment planning is to provide customized services for each client. For
example, in one city we worked as a facilitator between the agency and three project area
committees to discuss the implications of a proposed merger and increase communication and
trust.
For another city, we consulted on an award-winning redevelopment plan adoption and received
unanimous community support just a few years after a prior proposal failed amid citizen protest.
And when a joint powers redevelopment authority came to us for help, we completed a
redevelopment plan under the military base closure act—covering 15,000 acres, 22,000 parcels
and four jurisdictions—within a seven-month time frame.
In cases where cities have limited staff, RSG project team members are available to act as an
extension of staff—preparing staff reports, talking to property owners, meeting with department
heads and transmitting notices.
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Our skill set in this area includes:
• Feasibility Studies
• Revenue Projections
• Plan Adoptions, Amendments and Mergers
• Project Area Committee and Community Outreach
• Implementation and Housing Plans
FEASIBILITY STUDIES
Redevelopment project area formation is an expensive and time-consuming process. Before
initiating a plan adoption, amendment or merger, we work with our clients to conduct a
preliminary analysis of the financial, legal and political implications.
REVENUE PROJECTIONS
RSG prepares tax increment revenue projections that delineate anticipated housing set-aside
deposits, taxing agency payments, administrative costs, nonhousing project funds and bonding
capacity.
PLAN ADOPTIONS, AMENDMENTS AND MERGERS
RSG brings over two decades of experience adopting, amending and merging redevelopment
plans to implement community development, housing rehabilitation, commercial revitalization,
hazardous material remediation and other programmatic goals.
PROJECT AREA COMMITTEE AND COMMUNITY OUTREACH
Stakeholder support for redevelopment is more essential today than ever before. RSG can
coordinate, participate or lead community workshops with residents, property owners and
businesses.
IMPLEMENTATION AND HOUSING PLANS
RSG prepares a wide variety of planning documents required by Redevelopment Law including
five-year implementation plans, replacement housing plans, housing compliance plans, annual
reports and relocation plans.
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RELEVANT EXPERIENCE AND REFERENCES
RSG has prepared over 100 Five-Year Implementation Plans and has conducted mid-term
reviews for a variety of clients since these documents were required in 1994. We have a definite
corporate philosophy about how these plans should be prepared, stemming from our experience
and listening to how our clients like to use these plans.
Specific to this assignment, RSG has prepared Five-Year Implementation Plans and
Implementation Updates and Reviews for numerous agencies in California, many of which were
multi-project plans. Clients for which we have prepared implementation plans include: Arroyo
Grande, Atwater, Bell, Bell Gardens, Burbank, Cypress, California City, Camarillo, Carson,
Cerritos, Chula Vista, Coronado, Covina, Cudahy, Desert Hot Springs, El Cajon, Firebaugh,
Fontana, Fountain Valley, Hercules, Huntington Beach, Hollister, Lake Forest, La Quinta,
Lawndale, Orange Cove, Palm Desert, Palm Springs, Port Hueneme Poway, Sacramento, San
Bernardino, Santa Clarita, San Joaquin, San Pablo, Santa Monica, Seal Beach, Stockton,
Victorville, Whittier, and the Counties of Placer, Orange, San Bernardino and Santa Barbara.
Most recently, RSG prepared the mid-term review and amended implementation plans for the
Bay Pointe and North Richmond Project Areas for the Contra Costa Redevelopment Agency.
This work was done as part of the redevelopment plan amendment work we conducted to
increase each of the project area's tax increment and bonded debt limitations.
Listed below are recent client references for which implementation plans were prepared:
ATWATER REDEVELOPMENT AGENCY
Completed in July of this year, RSG prepared a number of relevant documents for the Atwater
Redevelopment Agency. RSG assessed and then prepared an Excess Surplus Plan for the
Agency Low& Moderate Income Housing Fund, prepared the mid-term review for the Agency's
2005 Implementation Plan and also prepared the Agency's 2005-2024 Housing Compliance Plan
which was not done in conjunction with the 2005 Implementation Plan. Additionally, RSG is being
retained to assist the Agency with implementation activities with a key goal of the assignment to
address their inclusionary housing obligations.
Stanley Feather, Finance Director
Scott McBride, Director of Economic Development and Special Projects
209.357.6345
BUENA PARK REDEVELOPMENT AGENCY
During 2007, RSG prepared a mid-term review and updated Implementation and Housing Plan
for the Buena Park Redevelopment Agency. The Agency was in the mists of a redevelopment
plan amendment to expand its merged project area's public improvement projects list. The
project was complicated because the merged area has five component areas and the Agency
had entered into a stipulated agreement with housing advocates that required the provision of
inclusionary housing to lower income groups in different proportions then that required by the
CRL.
May Hui, Director of Economic Development
714.562.3585
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FIREBAUGH REDEVELOPMENT AGENCY
In 2005 RSG prepared a Fiscal Consultant Report for the Firebaugh Redevelopment Project to
enable the Agency to refinance existing bonded debt and capitalize tax increment for new
proceeds. During our work we identified that the Firebaugh Project would reach its tax increment
limit well before the Plan's time period to collect tax increment ended. As a result RSG assisted
the Agency with a number of tasks including the preparation of an Implementation Plan for 2006-
2010 for the Project Area. Additionally, RSG assisted in amending the Redevelopment Plan to 1)
increase the Project's tax increment cap by three times, 2) update the Plan's Public Improvement
Project's List and 3) amend the Project Area to include new territory recently annexed into the
City.
Jose Ramirez, City Manger
559.659.2043
FONTANA REDEVELOPMENT AGENCY
RSG has prepared all three of the Agency's Five-Year Implementation and 10 Year Housing
Compliance Plans covering their Downtown, Southwest Industrial Park, Jurupa Hills, North
Fontana, and Sierra Corridor Commercial Project Areas. Each plan contained detailed projects
and programs as well as sophisticated redevelopment and housing cash flows. Additionally, RSG
has prepared detailed mid-term reviews for all three Plans. Fontana is a large Agency with
complex projects and housing issues.
David Edgar, Assistant City Manager& Director of Housing and Business Development
909.350.6739
Raymond Bragg, Direct of Special Projects
909.350.7696
HERCULES
RSG prepared a Five-Year Implementation Plan for the City of Hercules in 2005, including
housing program compliance requirements. It was written and formatted in a manner that is user-
friendly for staff as a reference document and reader-friendly for the public. RSG was
responsible for scheduling, noticing/publications, and public hearing.
Steve Lawton, Community Development Director
510.799.8233
ROHNERT PARK REDEVELOPMENT AGENCY
In 2005, RSG prepared the current five year implementation plan for the Rohnert Park
Community Development Commission. The Implementation Plan addressed prior
accomplishments of the CDC and delineated a variety of affordable housing and economic
development programs totaling more than$18 million. The Plan helped the CDC prioritize future
affordable housing programs to fulfill inclusionary and income targeting requirements in state law,
with the goal of producing more than 200 new units over the five year planning period.
Cas Ellena, Housing and Redevelopment Project Manager(now with the City of Winters)
530.795.4910 ext.105
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SACRAMENTO HOUSING AND REDEVELOPMENT AGENCY
RSG was fortunate to work with the Sacramento Housing and Redevelopment Agency to prepare
14 separate redevelopment implementation plans, using a new design template that achieves
both technical and promotional objectives. RSG, with a market sub consultant, worked with staff
to develop icons, taglines, graphics, and a unique style to their implementation plans unlike any
other in the state of California.
Kim King, Management Analyst
916.440.1322
SAN CARLOS
In December 2006, RSG completed a comprehensive update of the Five-Year Implementation
Plan for the City of San Carlos Redevelopment Agency. This was a significant threshold for the
Agency in that they have sufficient tax increment revenue to issue tax allocation bonds and
implement new redevelopment and housing initiatives. As such the Plan establishes significant
implementation activities for the coming five years.
Mark Weiss, Executive Director
650.802.4228
VICTOR VALLEY ECONOMIC DEVELOPMENT AUTHORITY ("VVEDA")
WEDA is a joint powers authority established under Base Closure Law. Members of the
authority include the Cities of Victorville, Hesperia and Adelanto, the Town of Apple Valley and
San Bernardino County. RSG assisted with the formation of WEDA's Redevelopment Project
Area and has prepared each of the subsequent Five Year Implementation Plans. The current
Implementation Plan separately discusses the goals, projects and housing programs for each
member of WEDA plus the Southern California Logistics Airport Authority(oversees reuse of the
closed George Air Force Base) because implementation of the Redevelopment Plan is done at
the jurisdictional level.
Keith Metzler, WEDA Director(City of Victorville)
760.955.5032
CITY OF SAN BERNARDINO AND IVDA (11 PROJECT AREAS)
In 2005 RSG prepared the City of San Bernardino's ("City") Ten-Year Housing Implementation
Compliance Plan for the Agency's eleven redevelopment project areas. The Plan was inclusive of
the Ten-Year Housing Compliance Plan for that portion of the Inland Valley Development Agency
("IVDA") Redevelopment Project Area which lies within the City of San Bernardino. The Agency
and City currently receive the IVDA's 20% housing set-aside revenue generated by the properties
located within the City and operates and implements housing programs and projects within the
City's portion of the IVDA.
Donald Gee, Deputy Executive Director
909.663.1044
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PROJECT TEAM
Felise Acosta, Principal will serve as Principal-in-Charge for this assignment. Ms. Acosta has
been with the firm for over 20 years, specializing in redevelopment planning and finance. Ms.
Acosta's recent experience in the management and preparation of implementation and housing
compliance plans includes work for the following clients: Arroyo Grande, Desert Hot Springs,
Fontana, Firebaugh, Hollister, Palm Desert, Port Hueneme, Orange Cove, City of San
Bernardino, Seal Beach, and San Bernardino and Placer Counties. Ms. Tara Howard, Associate
will serve as Project Manger assisting Ms. Acosta with this assignment. Ms. Howard has
prepared implementation and housing plans for the Cities of Atwater, Brisbane, Camarillo,
Coronado, and El Cajon.
Other RSG consulting staff members that may be assigned to this engagement include Keri
Bullock, Senior Analyst, Oladunni Ososami and Ken Spillberg Analyst. Resumes of these
consultants are included for your reference. Additional staff may be assigned as needed.
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FELISE ACOSTA
ROSENOW SPEVACEK GROUP INC. - PRINCIPAL
With over 30 years of experience in the field of Community Development and Redevelopment, Ms
Acosta serves as Project Manager for clients requiring services in redevelopment, housing,
economic development, finance activities and developer/public sector coordination. Specializes
in redevelopment project area implementation and formation, housing and economic
development programs, redevelopment and bond financing. Directly responsible for the work
required for the creation or amendment of redevelopment project areas for the Cities of Buena
Park, Burbank, Carson, Cypress, Firebaugh, Fontana, Glendale, Lawndale, Montclair, Palm
Desert, Pleasant Hill, Port Hueneme, Poway, Orange, San Bernardino, and the Inland Valley
Development Authority (IVDA) for the Norton Air Force Base, the Victor Valley Development
Authority for the George Air Force Base and the counties of Contra Costa and San Bernardino.
Project implementation experience includes: coordination of affordable housing implementation;
Disposition and Development Agreement process for redevelopment agencies; pro forma
analysis; coordination of site assembly process required for project implementation; commercial
and residential rehabilitation, and local agency financial analysis, interim community development
director, and planning services for numerous clients throughout southern California. Ongoing
implementation clients requiring help with redevelopment and housing activities include the Cities
of Cypress, Desert Hot Springs, Fontana, Lake Forest, Port Hueneme, San Bernardino and
Westminster.
Project manager for fiscal consulting services in support of over $750 million in tax allocation
bonds. Clients include Cities of Atwater, Bell, Big Bear, Carson, Cudahy, Chino, El Monte, El
Cajon, Huron, IVDA, Loma Linda, Monterey Park, Orange Cove, Palm Desert, Porterville, Port
Hueneme, Poway, Rancho Palos Verdes, Redlands, San Bernardino, San Jacinto, Sparks
(Nevada), Taft, Torrance,and Vista.
CITY OF BUENA PARK - COMMUNITY DEVELOPMENT OFFICER
Directed and managed the activities of the Redevelopment Agency, the City's HCDBG and
Economic Development programs supervising a staff of seven, an annual budget of$14 million,
and two Redevelopment Project Areas totaling over 1,000 acres. Was responsible for Agency's
cash flow and preparation as five year financial implementation plan, directed the Agency bond
financing program. Managed numerous site assembly projects. Negotiated with developers for
acquisition and development of sites in the project areas, acted as chief staff liaison with
Redevelopment Agency Board, Project Area Committee, and Citizens Advisory Committee.
EDUCATION
Bachelor of Arts, Urban Geography, California State University, Long Beach
MEMBERSHIPS & PROFESSIONAL AFFILIATIONS
National Association of Housing and Redevelopment Officials Southern California Chapter
California Association for Local Economic Development
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TARA HOWARD
ROSENOW SPEVACEK GROUP INC. - ASSOCIATE
Primary responsibilities include the management of the compilation and examination of project
information, field surveys, database research and composition, affordable housing placement,
formulation and maintenance of property acquisition and relocation, fiscal impact analysis
activities, and budget analysis. Duties also include interfacing with clients, writing reports,
spreadsheet development, data collection, document preparation and project management.
Assignments include bond analysis, revenue projections, housing and implementation plans,
redevelopment plan amendments, acquisition project management, data analysis, and
demographic data analysis.
Recent work includes preparation of an eminent domain amendment for the City of Camarillo; tax
increment and bond limit plan amendment for Contra Costa County; a fiscal impact analysis for
the City of El Cajon along with an amendment to add 30,000 acres to the Victor Valley
Redevelopment Project (a military base closure project). Ms. Howard has also prepared
implementation and housing plans for the Cities of Atwater, Brisbane, Camarillo, Coronado, El
Cajon and San Pablo and Fiscal Consultant Reports for tax allocation financings for the Cities of
Atwater, Camarillo, Coronado, El Cajon, Huron and San Marcos.
PRIMERICA FINANCIAL SERVICES - FINANCIAL ANALYST
Principal responsibilities included creation of a Financial Needs Analysis, financial solution
preparation, and implementation of solutions. Duties also included data collection and input,
document composition and staff training.
Education
Bachelor of Science, Earth Sciences, University of California, Santa Cruz
Certificate, 40 Hour Hazwoper Training, OSHA
Professional Affiliations
California Redevelopment Association
San Diego County Redevelopment Professionals Alliance
California Community Economic Development Association
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KERI BULLOCK
ROSENOW SPEVACEK GROUP INC. - SENIOR ANALYST
Primary responsibilities include the collection and evaluation of project-related data, analysis of
project information, and report writing. Responsibilities also include field surveys and document
preparation. Current assignments include a General Plan update for the City of Twentynine
Palms, a revision of the five year implementation for the City of Big Bear Lake, a Fiscal
Consultant Report for the City of Ridgecrest, a Redevelopment Plan amendment for the City of
San Jacinto, a Feasibility Study for the City of Rio Vista, and a Project Area Merger for the City of
Stockton.
LEAGUE OF CALIFORNIA CITIES, ORANGE COUNTY - DIVISION ANALYST II
Worked with public officials, acted as a liaison for the cities, compiled data and maintain
databases, coordinated monthly meetings, and assisted in preparing the budget by researching
past expenditures and projecting future expenditures.
CHILDREN'S HOSPITAL LOS ANGELES - RESEARCH ASSISTANT
Assisted in gathering data and preparing an analysis of childhood obesity in Los Angeles.
Responsibilities included data collection, input, and analysis.
UNIVERSITY OF CALIFORNIA, LOS ANGELES - RESEARCH ASSISTANT
Worked on an analysis of the effectiveness of Proposition 36 and its impact on the California
prison population.
Education
Masters, Public Policy, Specialty-Local and Regional Policy& Economics, Pepperdine
University
Bachelor of Arts, Economics, University of Southern California
Professional Affiliations
CCEDA California Community Economic Development Association
California Chapter of the American Planning Association
California Redevelopment Association
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LADUNNI OSOSAMI
ROSENOW SPEVACEK GROUP INC. - ANALYST
Primary responsibilities include compilation and evaluation of research data, field surveys, and
site investigations, and performance of programs and projects due diligence reviews. Assists in
administration of low- and moderate-income housing projects and loan assistance programs,
including applicant eligibility screening and annual compliance monitoring activities. Assignments
include data collection, market evaluation, programming analysis, revenue projections, report
writing, and document preparation for a broad range of redevelopment and affordable housing
programs and projects.
Recent assignments include; redevelopment plan amendments for the Cities of Shasta Lake and
California City along with a fiscal impact analysis for the City of Dana Point; an Affordable
Housing Strategy for the Cities of Victorville and Hesperia; a housing condition survey for the City
of Westminster, a fiscal consultant report for the Porterville Redevelopment Agency and tax
increment projections for City of San Bernardino Redevelopment Agency.
POWER HOLDING COMPANY OF NIGERIA PLC. - REAL ESTATE ASSOCIATE
Assisted the Property and Works Department in company real estate acquisitions and
development projects. Duties included site due diligence investigations, market evaluations,
project coordination, programs administration, and property management.
N.S DESIGN CONSULT- PROPERTY MANAGER
Principal responsibilities included property management and service charge administration for
commercial real estate owned by company. Duties also included project management,
construction management and feasibility reports.
Education
Masters in Public Administration, University of Southern California
Certificate in Grant Writing, USC School of Policy, Planning and Development
Bachelors-Real Estate Management, Federal University of Technology, Minna-Nigeria
Professional Affiliations
California Redevelopment Association
Urban Land Institute
California Community Economic Development Association
Royal Institute of Chartered Surveyors(RICS) U.K
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KEN SPILLBERG
ROSENOW SPEVACEK GROUP INC. - ANALYST
Primary responsibilities include the compilation, evaluation, and forecasting of data for a variety of
projects. Assignments include data collection, market evaluation, programmatic analyses,
revenue projections, report writing, and document preparation. Prior assignments include work a
fiscal consultant's report for the Loma Linda Redevelopment Agency, pro forma analysis for the
Agoura Hills and San Carlos Redevelopment Agencies. Present assignments include market
trend analyses for the City and County of Sacramento, tax increment projections for the City of
Santee, redevelopment plan amendment work for the City of San Diego and a Small Business
Rehabilitation Program for the City of Big Bear.
CITY AND COUNTY OF SAN FRANCISCO - CODE ENFORCEMENT INTERN
Surveyed the existing stock of General Advertising Signs and used GIS applications to identify
illegal and non-permitted signs throughout the City of San Francisco. Created and maintained a
dynamic database that monitored the progress of open cases and legal actions.
T & B PLANNING CONSULTANTS - PLANNING INTERN
Assisted in the data collection for and the drafting of planning documents such as Entitlements,
Specific Plans, and Design Guidelines as well as environmental documents, such as Initial Impact
Reports, Negative Declarations,and Environmental Impact Reports(EIR).
Education
Master of Urban and Regional Planning, University of California, Irvine
Bachelor of Mechanical Engineering, McGill University, Montreal Canada
Certifications
LEED Accredited Professional
Professional Affiliations
American Planning Association
Green building Certification institute
California Redevelopment Association
California Community Economic Development Association
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4-0
SCOPE OF WORK
The Palm Desert Redevelopment Agency(the "Agency") is seeking consultant services to assist
in the preparation of the Agency's five year implementation and housing compliance plan. The
plan will cover fiscal years 2009-10 through 2014-15 ("2009 Five Year Plan"). This is the
Agency's fourth implementation plan prepared since the enactment of Assembly Bill 1290 which
amended the California Community Redevelopment Law("CRL") by adding Section 33490. The
2009 Five Year Plan will contain two separate components: non-housing or redevelopment
component and a housing component, which will serve as the Agency's ten year (2009-10
through 2019-20)affordable housing compliance plan("Housing Component").
Section 33490 of the CRL requires that each redevelopment agency, adopt a five year
implementation plan, after a public hearing, that contains the specific goals and objectives of the
agency for its redevelopment project area(s). A five year implementation plan must identify the
specific programs/projects and expenditures proposed to be made during the five(5)year term of
the plan; provide an explanation of how the goals and objectives, programs, and expenditures will
eliminate blight within the agency's project area(s); and implement the housing requirements
contained in the CRL. Pursuant to Section 33490, implementation plans with housing
components, must be adopted every five(5)years.
The following scope of services outlines the steps and analysis required to prepare the Agency's
2009 Five Year Plan covering all of the Agency's redevelopment project areas, including Project
Area No. 1 (the Original and Added Territory), Project Area No. 2, Project Area No. 3, and Project
Area No. 4 (collectively referred to as the "Project Areas"). Each Project Area will be address in
its own section of the Plan and will contain all the information required by Section 33490 of CRL.
The 2009 Five Year Plan document will incorporate a separate 2009-10 through 2019-29 Housing
Component that will contain all housing information require by the CRL.
Detailed elements of the 2009 Five Year Plan will include: specific goals, objectives, projects and
programs for each Project Area including estimated expenditures for each over the five-year term.
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Additionally, an overview or matrix will be included that links and explains how the goals,
objectives, projects, programs and expenditures will eliminate blight within the Project Areas. The
2009 Five Year Plan and Housing Component will provide an explanation of how the goals,
objectives, projects, programs and expenditures will implement the low and moderate income
housing set-aside and housing production requirements set forth in Sections 33334.2, 33334.4,
33334.6 and 33413 of the CRL for the next five-and ten-year periods. The 2009 Five Year Plan
and Housing Component will provide details of the number of housing units to be rehabilitated,
price-restricted, assisted or destroyed, amounts of estimated Housing Fund deposits,
replacement housing information (if required) and a description of housing fund targeting.'
Additionally the Housing Component will address the requirement to provide an accounting of the
amounts of housing funds utilized to assist affordable units by income category.
Data Collection - Project Scoping
The project team will hold a scoping meeting with Agency staff to discuss and refine the scope
and objectives of the 2009 Five Year Plan and Housing Component.
Following a scoping meeting with staff, RSG would like to collect digital or hard copies of the
following information and/or work with staff to secure or develop the information necessary to
complete this engagement:
1. Verify the Agency's Redevelopment Plan limits information, specifically including eminent
domain authority and time limits and any subsequent amendments to the corresponding
redevelopment plans.
2. Complete copies of the Agency's Annual Report to the Department of Housing and
Community Development since 2004-05.
3. Updated inventory of affordable housing projects since 04-05, including the following:
a. common name and address of project,
b. year project was built, substantially rehabilitated, or price restricted,
c. total number of units by project, and number of units by income category, and
d. number of units used to fulfill replacement obligations.
4. Current Agency Budget and Work Program.
5. Housing Fund expenditures for the prior five year period including project name, number
of units by affordability levels and term of affordability for each project.
6. City's most recent Housing Element and Citywide Regional Housing Needs Assessment
figures.
Pursuant to Section 33334.4(a)of the CRL, Housing Fund expenditures over the period of the 2009 Five
Year Plan must be expended for very low and low income persons at a minimum in the same proportion to
the County's fair share of the Regional Housing Need Assessment(RHNA) unit need for very low, low and
moderate income units. Pursuant to Section 33334.4(b)of the CRL, Housing Fund expenditures for senior
housing over the period of the 2009 Five Year Plan must be expended in proportion no greater than the
community's population of low and moderate income families to low and moderate income senior citizens.
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7. Projections of all new Project Area residential development and substantial rehabilitation
anticipated by year(RSG will provide worksheet to aid staff, and can meet with Planning
or Redevelopment staff to identify and complete the forecast).
8. Staffs list of known ongoing and/or proposed projects and programs, including the
following (copies of pertinent staff reports can work well, as well as summary reports, or
we can develop this list at our staff meetings):
a. name of Project/Program,
b. narrative description of Project/Program, including location, scale/size, and any
housing units by income/household ranges targeted, and
c. total Agency estimated expenditures for the five year period (2009-10 through
2013-14).
9. GIS files necessary to develop maps of the project areas for inclusion in the new
implementation plan (optional, but recommended and may already be collected through
our work on the Plan amendment)
10. Description and graphics (photographs or renderings) of projects completed since 2004-
05 for possible inclusion in the new implementation plan and/or final Agency presentation
(optional, but recommended).
Additional information may be necessary as the work proceeds, as the level of detail and quality
of the data would need to be assessed upon receipt. RSG would work with appropriate staff to
ensure the data collected is accurate and complete. Following the kickoff meeting, RSG will
prepare and update as necessary a schedule for preparation, committee/councils meeting, public
review, and adoption of the 2009 Five Year Plan per the proposed timeline accounting for public
hearing noticing requirements and Agency agenda submittal and review process.
Identify Potential Non-housing Projects and Programs
Based upon the results from the preceding planning activities, collected data and staff input, RSG
would identify anticipated non-housing redevelopment projects, related goals, objectives and
blight to be addressed for each Project Area over the five-year planning period. A matrix will be
provided which will relate projects and programs with goals, objectives and blight to be removed.
Develop Five- and Ten- Year Cost/Revenue Program Models
As part of the Implementation and Housing Plans, RSG will develop five-year and ten-year (for
the housing fund) cost revenue that identifies the Agency's projected cash fund balance for July
of 2009 and then details expected revenues, administrative, debt services and programs and
projects costs over the term of the 2009 Five Year Plan and Ten Year Housing Component. As
part of this activity RSG will project expected tax increment revenues, pass-though payments,
housing set-aside funds and net revenue to the Redevelopment Fund over the 10 year Housing
Plan period. RSG will also assess the impact of tax increment cap limitations on Project Area
revenues.
Identify Potential Housing Projects and Programs
With input from staff, RSG will prepare housing programs and projects for inclusion in the
Housing Component. Included in this activity are the following tasks:
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• Collecting data provided by Agency staff on affordable and market rate demolition,
replacement housing, general construction and substantial rehabilitation projects, both
those completed and anticipated over the life of the Redevelopment Plans for each
Project Area.
• Analyzing the City's regional housing needs assessment and portion of senior residents
to determine appropriate levels of housing fund expenditures pursuant to recent changes
in the CRL.
• Reviewing affordable housing goals, objectives, and programs contained in the City's
Housing Element.
• Project revenues to fund affordable housing production for the ten-year planning period.
• Delineating implementation projects, programs and sites for housing development in
sufficient detail to measure performance.
Consistent the Housing Compliance Plan will provide the following information:
• An outline of the Agency's housing requirements and obligations;
• An analysis of the City's housing needs to identify the type of housing to be produced;
• Provide art affordability gap analysis to identify income and housing cost limits for low to
moderate income households;
• Provide an examination of the Agency's and other local funding resources that can be
devoted to affordable housing with an evaluation of how other revenue sources can
supplement these efforts;
• Recommend policies,goals and programs to implement a long-term housing strategy;
• Ensure that the public review process meets legal requirements; and
• Analyze income and age targeting goals.2
• Provide detail to aggregate Agency's housing obligations among all Project Areas.
Draft 2009 Five Year Plan/Housing Component
Draft 2009 Five Year Plan and Housing Plan in plain clear language format.
• By mid July of 2009, RSG will circulate an administrative draft Five Year Plan and
Housing Component to Agency staff.
• RSG would arrange a conference call to go over format, content, and the ensuing Agency
public hearing.
• Staff comments to the document would be incorporated into a draft plan and distributed
to staff for dissemination to the Agency.
2 Pursuant to Section 33334.4(a)of the CRL, Housing Fund expenditures over the period of the 2009 Five
Year Plan must be expended for very low and low income persons at a minimum in the same proportion to
the County's fair share of the Regional Housing Need Assessment(RHNA) unit need for very low, low and
moderate income units. Pursuant to Section 33334.4(b)of the CRL, Housing Fund expenditures for senior
housing over the period of the 2009 Five Year Plan must be expended in proportion no greater than the
community's population of low and moderate income families to low and moderate income senior citizens.
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■ A draft public hearing notice, staff report, and adoption resolution for consideration by the
Agency will be prepared for Agency staff and legal counsel review and finalization. RSG
will attend the Public Hearing and provide a presentation and/or answer questions
regarding the Implementation and Housing Plan.
• Agency staff will be responsible for posting (in four permanent places within each project
area), mailing (at least three weeks in advance to all persons and agencies that have
requested notice) and publishing the public hearing notice(once a week for 3 successive
weeks for a 21 day period).
• Revise Implementation and Housing Plan in response to Agency's changes at Public
Hearing. Provide Implementation and Housing Plan on a Compact Disk in Microsoft
Word Format and one original camera ready copy of document.
Meeting Summary
The Principal and/or Project Manager for this engagement would attend the following meetings.
As necessary, support staff may also participate in such meetings.
Kickoff Meeting/Staff Team Meeting...... 1
Staff Review Draft 2009 Five Year Plan via conference call 1
Attend Agency Public Hearing ......................................................1
TOTAL MEETINGS . .(Conference Call 1/Mtgs) 2
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SCHEDULE
Below, RSG has outlined a preliminary schedule of key tasks involved in the preparation of the
2009 Five Year Plan and Housing Component. The actual schedule is contingent upon several
factors, such as agenda deadlines and review process, public participation levels, and the
availability of critical data.
The Schedule allows for a review draft to be circulated in mid July with a City Council workshop in
September and adoption in October of 2009.
Palm Desert Redevelopmentency I mertation/Housing Plan Schedule
Agency
March-09 ApdW9 May-09 June-09 July-08 -09 Sept.-9 Oct.-09 Nov.-09
1 23 4512345123,41 1 713451123 451123451234512 34512345
Tasks
CortractApproval& Execution Ill
Scoping and Data Collection
RdineAdoption Schedule III
Data Analysis
Ddineate Goals
Identity Projects&Programs
identify Housing Needs 111111110.11
Exanine Cost/Revenue
Draft Plan&Matrix
Review Admin Draft
Revised Plan
Pubic Heating Noticing •
Pubic Heating Adoption Pable He
Iliaring
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fir, ,
F
m, v fi r :'
FEE PROPOSAL
RSG's total not-to-exceed budget for this engagement is anticipated to be $28,025. The
estimated is segregated as follows: 13 663 for the Redevelopment(Non-Housing) portion of the
Plan and $14,263 for the Housing Component with an estimated $100 for expenses. Our fees
would be billed on a time-and-materials basis. RSG will charge for these services under our
current fee schedule:
2009 BILLING RATES
Principal/Director $ 195
Senior Associate $ 160
Associate $ 140
Senior Analyst $ 110
Analyst $ 100
Research Assistant $ 90
Technician $ 70
Clerical $ 60
Reimbursable Expenses Cost plus 10%
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Our Budget estimate is detailed below
PALM DESERT REDEVELOPMENT AGENCY
MULTI-PROJECT AREA
IMPLEMENTATION PLAN(HOUSING COMPONENT BUDGET ESTIMATE
Senior
Consultant Hours by Task Prindpal Associate Analyst Analyst Clerical Total Cost
195 140 110 100 60
%of time by each member 15% 48% 19% 16% 1% 100%
Five Year Plan(Non-Housing)
Coordination,Scheduling&Staff Meetings 3 3 0 0 $1,005
Data Collection,Scoping&Analysis 1 6 4 4 1,875
Identify Projects&Programs 2 8 6 6 2,770
Estimate Revenues&Costs/Develop Model 2 8 4 4 2,350
Prepare Admin. Draft Five Year Plan 2 16 2 0 0.5 2,880
Review Draft Plan w/staff-Revised&Finalize Plan 1 6 2 1 0.5 1,385
Staff Re portResolution/Public Hearing Notice 0.5 2 1 1 0.25 603
Prepare and Public Hearing 4 0 0 0 0.25 795
SUBTOTAL 15.5 49 19 16 1.5 13,663
Housing Component
Coordination,Scheduling&Staff Meetings 3 3 0 0 $1,005
Data Collection,Scoping&Analysis 1 8 8 8 2,995
Identify Projects&Programs 2 8 4 4 2,350
•
Model 2 8 4 4 2,350
Prepare Admin.Draft Housing Component 2 16 2 0 0.5 2880
Review Draft Plan w/staff-Revised&Finalize Plan 1 6 2 0 0.5 1,285
Staff Repo rt/Resolution/PudicHearing Notice 0.5 2 1 1 0.25 603
Attend Workshop&Public Hearing 4 0 0 0 0.25 795
SUBTOTAL 15.5 51 21 17 1.5 14,263
Expenses(not to exceed) 900
TOTAL 31 100 40 33 3 $28,025
RSG does not charge clients for mileage (except direct costs related to blight field surveys),
parking, standard telephone/fax expenses, general postage or incidental copies. However, we do
charge for messenger services, overnight shipping/express mail costs and teleconferencing
services. We also charge for copies of reports, documents, notices, and support material in
excess of five (5) copies. These costs are charged back at the actual expense plus a 10%
surcharge.
RSG issues monthly invoices payable upon receipt, unless otherwise agreed upon in advance.
Invoices identify tasks completed to date, hours expended and the hourly rate.
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