HomeMy WebLinkAboutSS2 - General Plan Revision & Community Survey��WPOR� CITY OF NEWPORT BEACH
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STUDY SESSION
AGENDA ITEM NO. SS2
TO: HONORABLE MAYOR AND CITY COUNC
FROM: Homer L. Bludau, City Manager
DATE: March 14, 2000
SUBJECT: COUNCIL DISCUSSION OF GENERAL PLAN REVISION PLANNING
PROCESSES AND POSSIBLE ROLE OF COMMUNITY SURVEY IN
THE PROCESS
BACKGROUND
• At its February 8th Study Session, the City Council consensus was to undertake a
planning process resulting in the revision of the City's General Plan document. Part of
the discussion centered on whether a community survey or questionnaire could be a
valuable mechanism to initiate the process. Various kinds of surveys were discussed,
and the City Manager volunteered to provide a survey professional who could help to
educate Council, staff and the public on various surveys and survey processes.
STUDY SESSION CONTENT
Carolyn M. Verheyen of Moore lacofano Goltsman, Inc. (MIG) will be present to talk
about public surveys her firm has conducted for various public agencies. The purpose of
any survey is critical to developing the survey questions and process. It appears the
City Council would like to consider using a survey to help determine community land use
planning concerns and perceptions, in order to provide guidance as to which areas in the
existing General Plan should be considered for revision. The difference between a
controlled sample survey and a community wide survey is an area of Council interest.
MIG is a firm which does both surveys and planning process work. They have provided
public involvement services to support general planning processes in numerous
California cities, including General Plan revision processes in Pasadena, Davis and
Santa Barbara.
The purpose of the Study Session is to obtain information and ideas concerning how a
successful planning process could be developed, resulting in a revised General Plan,
. which reflects the desires and needs of the community.
City Hall • 3300 Newport Boulevard • Post Office Box 1768 • Newport Beach, California 92659 -1768
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I n c o r a a r a t e
Planning
Design
Communications
Management
•
February 18, 2000
Homer Bludau, City Manager
City of Newport Beach
3300 Newport Blvd.
Newport Beach, CA 92663
Via Facsimile 9491644 -3020
Dear Mr. Bludau:
Thank you for contacting Moore Iacofano Goltsman (MIG), Inc., regarding our public involvement
and community survey services to support Newport Beach's General Plan Update process. MIG in
association with the Center for Community Opinion is pleased to submit this statement of
qualifications for your review.
The MIG Team offers the following strengths:
• Extensive experience in providing public involvement services to support general
planning processes and visioning efforts for the future of communities throughout
MIG California including: Calistoga; Arcata; Davis; Ventura; Pasadena; Santa Barbara; Manhattan
Beach; San Rafael; San Leandro; El Cerrito; Petaluma; Windsor; Cupertino; Oakland; Los
Angeles; and the Counties of El Dorado, San Luis Obispo, San Bernardino, and Riverside;
• A recognized and proven ability to involve community members and all key
stakeholders — often with diverging views — in planning for a shared future;
• A commitment to work closely with City staff using a team - oriented, collaborative
approach; and
• An ability to produce high - quality written and graphic material on time and on
budget.
We look forward to the possibility of working with you and the Newport Beach community to create
a productive and meaningful general planning process. I will see you on March 14t1r for the
presentation to your City Council. If you have any questions about our qualifications or would like
further information please do not hesitate to contact me at 510/845 -7549.
Sincerely yours,
MOORE IACOFANO GOLTS /MAN, INC.
800
Hearst Avenue r
Berkeley CA vi'�� e/ /i ppp '
94710
Carolyn M. Verheyen
510 /845J549 Principal •
Fax 510/8458750
Other Offices:
Dads CA
Eugene OR
Los Angeles CA
Raleigh NC
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ABOUT MOORE IACOFANO GOLTSMAN, INC.
MIG works extensively with citizens' groups, public agencies, community interest groups, and public and
private planners throughout the U.S. to involve people in planning processes that affect them and their
environments. Since 1981, MIG's work has been dedicated to ensuring that members of the public are
well- informed and educated regarding urban planning, design, and land use issues, and actively involved
in discussing and determining the future of their communities.
We believe that the most successful and innovative
urban planning solutions are those developed through an
open, well- managed process of education, discussion, and decision makin8.
MIG offers a unique mix of facilitation skills, communication techniques, and planning and design
knowledge to develop and implement projects that range from neighborhood design charrettes to
regional transportation systems. Whether it is the development of neighborhood, city or regional
planning policies or a community's strategic vision, MIG works with local leaders, community groups,
and agency staffs to meet local needs and develop workable solutions. As a result, MIG has developed
innovative involvement and communication tools, including:
• Graphic recording of comments as they are made by participants at public meetings;
• Community surveys to gather input on important policy, service, or facility revisions or
• improvements;
• Land use planning "board games" to assist residents in determining future levels of development
and the trade -offs associated with alternative development scenarios;
• Slide shows or video presentations to communicate results to large audiences;
• Computer - simulation tools to help decision makers assess the visual impacts of proposed
projects; and
• Children and youth planning workshops to develop policies to meet the needs of young people.
E
At MIG, the diversity of our staffs experience, education, and training provides a base of knowledge that
bridges technical expertise and community values, and allows us to facilitate the exchange of information
between all parties engaged in the planning process. Our staff backgrounds include: environmental and
community planning, strategic planning and visioning, transportation and utilities planning,
environmental design and research, landscape architecture, architecture, media and communications,
journalism, and graphic design.
MOORE IACOFANO GOLTSMAN, INC.
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REPRESENTATIVE PROJECTS
• Pasadena Comprehensive General Plan, Pasadena, CA. The City of Pasadena undertook a
Comprehensive General Plan revision in response to growth management issues arising during
the 1980s. MIG designed and implemented an extensive, multi -phase Community Outreach
Program that was successful in facilitating broad community participation in the revision. On-
going public information and education regarding planning issues were conducted through a
bilingual newsletter explaining growth management issues; production of publicity materials; and
design and facilitation of three bilingual Citywide Forums and several community workshops.
MIG also produced a workshop kit and conducted two training sessions with neighborhood
leaders. The City of Pasadena and MIG received an award from the California Chapter of the
American Planning Association for `Best Use of Media."
MIG is currently working on the City's 5 -year Update to the General Plan. As part of this effort,
MIG designed a "story bus," as a unique public participation tool. The bus is wrapped in colorful
images to encourage involvement and inform the public about the city's general planning
process. As a mobile unit, the bus provides free transportation to different neighborhoods, while
distributing materials about planning options and soliciting input from the community.
• Los Angeles General Plan Framework Public Participation and Communications Program, Los
Angeles, CA. MIG was retained to develop and implement a Public Participation and
Communications Program to maximize the Los Angeles community's understanding of and
involvement in the City's General Plan Framework Project. Preparation of the Framework was
the first step in updating the City's General Plan and the 35 individual Community Plans.
In September 1992, MIG met with Citywide Planning staff and designed and implemented the
Phase I Public Participation /Outreach Program which was composed of the following
interviews with 110 community leaders and stakeholders, including interview instrument design
and training city staff to administer the interviews; design, preparation, and facilitation of eight
area Issues and Visions Community Workshops, including handouts, graphics, and training City
staff to facilitate small group discussions; design and production of a Workshop Kit which
enabled community leaders to conduct their own organization workshop ('over 37 workshops
were conducted using the kit); design and production of a 10 minute video presentation
summarizing Phase I key themes; and the preparation for and facilitation of two Citywide
Community Issue and Vision events.
In August 1993, MIG revised the Public Participation /Outreach Program and developed an
additional Communications Program to further emphasize the project's information and
involvement component. Tasks included: design and production of five (5) video presentations;.
media liaison services, including preparation /distribution of press release packets to print and
electronic media; minority community outreach including setting up a 1 -800 information line in
four languages; design and production of an information display to be exhibited at ethnic
festivals /churches; outreach program management including project logo design (Take a Step into
the Future ofLA), preparation /distribution of information update letters, an information brochure
(LA City Planning at a Glance), and a series of project newsletters. MIG also designed and
facilitated two (2) rounds of workshops and two citywide Options and Implementation
workshops.
is
MOORE IACOFANO GOLTSMAN, INC.
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• City of Coronado Community Center and City Services Survey, Coronado, CA. The City of Coronado
Community Survey was designed to gather public opinions on a proposed Community Center
and to determine resident's satisfaction with City services. The results of the survey were used by
the Coronado City Council and City staff in refining policy directions concerning the remodeling,
siting, and /or building of new City and community facilities as well as the improvement of
current City services. MIG was responsible for designing, testing, and administering a statistically
valid telephone survey. This included training survey interviewers, conducting a pilot survey, and
ensuring the success of the survey through daily monitoring. MIG tabulated and analyzed the
survey data, prepared a survey summary report, and presented findings to the City Council.
Carolyn Verheyen was the principal -in- charge and project manager.
Concord Department of Leisure Services Strategic Plan, Concord, CA. MIG is currently working with
the City of Concord in preparing a strategic plan to help guide the allocation of Department
resources in order to meet the leisure and community service needs of Concord residents. MIG
was responsible for the following tasks: documentation review; needs assessment; community
survey (sample size 600); Citizen's Advisory Committee Forums; staff workshops; and
preparation of the draft and final Strategic Plan, including performance measures.
Riverside County Integrated Plan, Riverside, CA. MIG is providing public outreach services related
to three major planning efforts for the Riverside General Plan Update process. The three areas
include a general plan for the unincorporated area of Riverside County, a Multi- Species Habitat
Conservation Plan for western Riverside County, and identification of potential new
transportation corridors within western Riverside County. The primary goal was to provide an
open and inclusive process leading to consensus among key stakeholders.
City of Laguna Beach Visioning Process and Strategic Plan. MIG is currently helping the City of
Laguna Beach to develop a vision for its future through consensus and agreement from
• representatives from the entire community. This vision will be a "road map" to the future of the
community and help to direct and coordinate future actions, and seek to improve the quality of
life in Laguna Beach and the well being of community members over the course of the next
thirty (30) years. As part of this broad -based visioning effort, the City seeks to develop a
Strategic Plan that will serve as a guide and tool to help the community implement the vision and
strengthen collaboration among the wide range of community stakeholders. MIG organized,
facilitated and graphically recorded a series of workshops to obtain feedback from citizens
regarding planning issues, alternatives and implementation strategies. MIG designed the entire
public involvement process and will also conduct a community visioning festival and community
surveys.
•
Oakland General Plan Update, Oakland, CA. In 1996, the City of Oakland began updating its
General Plan, a planning document for the City's physical growth and development for the next
20 years. The General Plan Update was guided by Oakland's General Plan Congress, a 33-
member group of volunteers appointed by the Mayor and City Council to represent the people
of Oakland. MIG worked with the City and the General Plan Congress to develop and
implement a public participation program to support the Update process. MIG designed and
produced "Envision Oakland: A Discussion Guide to Potential Change Areas and Policies,"
describing the purpose for the General Plan Update and the proposed policy outline for
Oakland's future development. In addition, MIG planned and facilitated numerous community
workshops, General Plan Congress meetings, and a Planning Fair that provided the people of
Oakland with a role in determining their City's future.
MOORE IACOFANO GOLTSMAN, INC.
Laguna Niguel Park and Recreation Master Plan, Laguna Niguel, CA. MIG implemented the .
planning process and produced the final Laguna Niguel Park and Recreation Master Plan. MIG
conducted a door -to -door survey of community residents, focus groups sessions; a facilities
inventory; an evaluation of recreational programs; and prepared a demographic profile and
recommendations for improving recreation programs and facilities.
City of Ventura Regional Sports Park Conceptual Plan, Ventura, CA. In Ventura, the growth in
housing and business in recent years has led to the need for a major sports facility. MIG
developed an interactive, public participation process to create a Conceptual Plan for the Sports
Park. In order to effectively plan for future development, MIG is incorporating community
involvement with needs analysis. MIG's outreach program included: interviews; with key
stakeholders; public meetings; focus groups; and Town Hall meetings. In addition MIG
developed design alternatives, coordinated with EIR process, and is currently conducting a needs
assessment survey throughout the Ventura community.
San Rafael General Plan Update —North San Rafael Vision Plan, San Rafael, CA.
As part of San Rafael's General Plan Update, the North San Rafael Vision Plan was developed as
a guide for growth management and neighborhood preservation in North San Rafael. MIG
worked with residents, business owners and public officials representing the North San Rafael
community to develop the vision planning process. MIG then worked with a Council- appointed
Steering Committee to facilitate and implement the year -long process. As an introduction, a
Visioning Festival was held to kick -off the visioning process, generate excitement about the
project, and encourage community participation.
City of Santa Barbara General Plan Update, Santa Barbara, CA. The City of Santa Barbara updated
its General Plan in order to become consistent with the goal of "living within resources" as
mandated by city voters. The Update process included: technical studies, such as water, traffic,
and downtown development, development of four "growth alternatives "; a comprehensive •
public participation program; and a written report summarizing citizen feedback indicating the
preferred level of future growth and identifying concerns and preferences for planning issues and
implementation strategies. MIG conducted interviews with community leaders in government,
business and various community organizations and facilitated two town meetings to review the
growth alternatives. MIG also organized, facilitated and graphically recorded a series of
neighborhood workshops to obtain feedback from citizens regarding planting issues, alternatives
and implementation strategies. In addition, MIG prepared a technical information packet and
workshop comment sheets, and administered a statistically -valid survey to gauge city residents
and businesses concerns regarding the Update process. MIG produced a final report and slide
presentation summarizing the results of all of the Public Participation Program.
• City of Davis General Plan, Davis, CA. MIG was hired to complete a series of tasks leading to
development of a new General Plan for the City of Davis. Initially, the firm was brought in to
develop the public outreach and participation program for the General Plan Update.
Subsequently, MIG was hired to complete the General Plan document, work with the
community on several highly visible land use issues such as placement of a major business park
and neighborhood land use options, and to manage the EIR and fiscal studies leading to Plan
adoption. The emerging General Plan is the product of hundreds of community workshops and
events, study sessions and hearings. The focus of the Plan is on the creation of a sustainable
community based on a compact urban form surrounded by greenbelt, a strong vibrant
downtown, use of alternative transportation modes, a high level of recreational amenities, and a
series of habitat and open space enhancements.
MOORE IACOFANO GOLTSMAN, INC.
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San Bernardino County General Plan Update, San Bernardino County, CA. MIG developed and
implemented a multi- faceted public information program to keep County residents informed
about the Countywide General Plan update process. Given the number of jurisdictions involved
and the wide variety of land areas with specialized planning needs, the public information
program was critical to keeping all parties involved up -to -speed on the Plan's development. MIG
designed and produced a newsletter series; a slide and video presentation; a question- and - answer
briefing guide; and project press releases.
ADDITIONAL GENERAL PLAN EXPERIENCE
•
Berkeley General Plan Update, Berkeley, CA
•
City of San Leandro General Plan Update
•
Concord General Plan, Concord, CA
•
El Cerrito General Plan Update, El Cerrito, CA
•
City of Newport Beach Balboa Boulevard /Newport Boulevard Merge Circulation Study Public
Outreach Program
•
Sausalito General Plan (maps), Sausalito, CA
•
Sunnyvale General Plan Community Participation Sub - Element, Sunnyvale, CA
•
Windsor General Plan, Windsor, CA
•
City of Cupertino General Plan Citizen Goals Connnittee, Cupertino, CA
•
Balboa Peninsula Parking Management Plan, Newport Beach, CA.
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MOORE IACOFANO GOLTSMAN, INC.
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REFERENCES 0
City of San Leandro
Hansen Hom, Planning Director
& Kathleen Livermore
Civic Center, 835 E. 14th Street
San Leandro, CA 94577 -3782
(510) 577 -3327
City of Ventura
Jim Walker, Community Services Director
City of Ventura, Community Services Dept.
501 Poli Street, P.O. Box 99
Ventura, CA 93002 -0099
(805) 658 -4731
City of Coronado
Christian Esquevin
Director of Library Services
1825 Strand Way
Coronado, CA 92118
(619) 522 -7393
MOORE IACOFANO GOLTSMAN, INC.
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CAROLYN M. VERHEYEN
Principal -in- Charge
KEY QUALIFICATIONS
Ms. Verheyen is a firm principal and senior project manager of community service planning
projects and public involvement programs. She has managed and conducted public participation
and information programs for a variety of community planning projects, including. General and
Comprehensive Plans for the Cities of Pasadena, Davis, San Leandro, and Palo Alto; the County
of San Luis Obispo Future Communities Project; the City of Arcata General Plan Visioning and
Goal Setting Program; the University of California at San Francisco Long Range Development
Plan; the Palo Alto Community Governance project; the Sunnyvale Citizen Participation Sub -
Element of the General Plan; the East Bay Municipal Utility District East Bay Watershed Master
Plan; and the East Pasadena Specific Plan.
Ms. Verheyen is an experienced facilitator, with expertise in group process, conflict resolution,
and consensus building. She has designed and conducted workshops for numerous projects
including the North San Rafael Neighborhood Vision project, the City of San Mateo Budget
Issues project, the Oakland General Plan Update, the East Bay Hills Fire Hazard Mitigation Plan,
the City of Cupertino Goals Committee, the Sacramento County Council of Governments, and
the UC Extension Environmental Management Department and Arts, Letters and Sciences
Department.
As MIG's survey research coordinator, Ms. Verheyen has designed and administered surveys that
have been a key component in many of the firm's public involvement projects, gathering
community input on a range of topics including budget and economic development issues, site
and neighborhood planning, recreation and open space, transportation, and community services.
Ms. Verheyen is experienced in survey instrument design and testing, random sample selection,
survey administration, and data analysis and reporting. She has managed surveys for many cities,
including San Mateo, San Leandro, Hercules, Santa Monica, Anaheim, Saratoga, Laguna Niguel,
Coronado, and Ventura.
Ms. Verheyen is a member of the Environmental Design Research Association and is the author
of The Therapeutic Function of the Home and Personal Objects (San Francisco State University, 1990).
EDUCATION
Master of Arts, Environmental Psychology, San Francisco State University, 1990
Bachelor of Arts, Theology, Magna Cum Laude, University of San Francisco, 1980
MOORE IACOFANO GOLTSMAN, INC.
02/18/2000 10:03 18008271046 PD PAGE 02/06
Tile Center for Community wpinion
231 Market Place, #235
San Ramon, CA 94583
(Voice) 925- 551 -3707 (FAX) 925 - 551 -7633
800 -827 -1466 800 -827 -1046
The Center for Community Opinion, the research division of Political Designs, oilers
quality demographic, market and survey research to individuals, businesses, cities,
counties, libraries, school districts and other government agencies. Each survey is
preceded by careful background research and attention to detail as survey questions are
developed. The results and analysis provide valuable information that promotes sound
decision - making in areas such as policy development, market planning and campaign
strategy.
Working with school districts, libraries and cities, The Center has provided survey
research skills that have helped raise hundreds of millions of dollars through
voter - approved General Obligation bonds. Our survey research provides the
predictive tools required when communities ask local voters to allow them to
build the schools, libraries, storm drains and other facilities needed to maintain
and enhance the quality of life.
The two principals in The Center are Dr. J. Bradford Senden and Marcia Allington.
They work directly on all projects accepted by The Center for Community
Opinion.
Dr. Senden holds an tamed Ph.D. from Indiana University and a B.A. from the
University of Pennsylvania. His work on tax initiatives has involved him in
projects proposed by school districts, libraries and cities throughout California_
His survey research techniques provide highly accurate, predictive data Among
some of the more unique projects his surveys have guided to success include a
three -part tax proposal from the Burlingame Elementary School District (that's
right, three different tax proposals on the same ballot — and all three won) and
the planning of a successfW $150 million cooperative effort involving the city,
park district, school district and library in Livermore, California.
Dr. Senden worked from 1979 to 1989 as a consultant to statewide, U. S Senate and
House of Representative candidates. He is nationally recognized for his
grassroots organizing talents, having been one of 16 state directors chosen to
organize the Hands Across America event in 1986. An article by Dr. Senden,
"Improving The Chances for Success At The Ballot Boat," was published in
6u xsry. The Center far Community Opinion, Page 1
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Thrust for Educational Leadership, the official publication of the Association of
California School Administrators.
The quality of the surveys conducted for referenda, candidates and issues is built on his
detailed knowledge of bow the information from such a survey will be used,
whether it is used in order to win a two- thirds election or as part of a good
decision - snaking procedure.
Ms. Abington has a B.S. from the University of Nebraska and came to polling and
campaign work after a distinguished career as a teacher and Administrator
of a K -S program for gifted students. Her community organizing skills have
developed through building statewide support groups for education issues and
numerous political campaigns including school bond and parcel election
campaigns in California. Her work as a market researcher for national service
providers using demographic data from census and commercial sources enhances
the quality of the information provided by one of our surveys.
-„9g, V .
TheC.Fm
Cacamae ry opinion
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References 0
Acalanes Union High School District
Superintendent James Pedoo 925- 942 -9602
Brentwood Elementary School District
Superintendent Douglas Adams 925 -634 -1168
Contra Costa Library
Anne Marie Gold, County Librarian 925- 646 -6423
Anne Cain, Assistant County Librarian 925- 646 -6423
City of Lafayette
Steven Falk, City Manager 925- 284 -1968
San Mateo- Foster City Elementary School District
Tish Busselle, Director of Support Services 925- 312 -7715 •
City of San Mateo
K. G. Ouye, City Librarian 650 -373 -4802
Livermore Valley Joint Unified School District'
Joyce Mandesian, Superintendent (now at Simi Valley
Lorraine Dietrich, Member, Livermore City Council
Gerald Peeler, City Manager, City of Livermore
Doug Bell, General Manager, LARPD
Susan Gallinger, Livermore Public Library, Director
805 -520 -5500)
925 -449 -1919
925 -373 -5140
925- 373 -5700
925- 373.5509
This is a unique project that regWmd us to survey fat school, library and park district needs. All three
entities arking together to pass a single, joint use bond Dr. Mandesiaa initiated this project.
The Cenfer for Community Opinion, Page S
Comutunhr Opinion
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Other School /Community Survey Research
(Pwtiar List)
Belmont Elementary School District
Burlingame Elementary School District
Carmel Unified School District
City ofBrentwood, CA
City of Calistoga, CA in a joint survey with the Calistoga Unified School District
City ofPinole, CA
City of San Mateo, CA
Castro Valley Unified School District
Coalinga/Huron Joint Unified School District
Cupertino Union School District
Elk Grove Unified School District
Foothill De Aura Community College District
Las Lomitas Elementary School District
Manhattan Beach Unified School District
Menlo Park Elementary School District
Moraga Elementary School District
Newark Unified School District
Newhall Elementary School District
Newport Mesa Unified School District
North Coast Section Athletic League
Oakland City Library
Orinda Elementary School District
Palos Verdes Peninsula Unified School District
Poway Unified School District
Rincon Valley School District
San Leandro Unified School District
San Ramon Valley Unified School District
4` ^' ..
TU C . re.
can —un K' Opinion
The Center for Community Opinion, Page 4
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Sebastopol Union Elementary
Shasta Union High School District
St_ Helena Unified School District
South San Francisco Unified School District
Tri Valley Youth Foundation
Walnut Creek School.District
William S. Hart High School District
Woodland Unified School District
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Survey Projects Completed With MIG
City of Brentwood, CA (General Plan project)
City of San Jose, CA (Parks and recreation project)
City of Ventura (Park and land use project)
MTC/ Travinfo (Commuter awareness project)
Peralta Community College District (Planning project)
Tire Coal. /Fyy:,,,,
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