Loading...
HomeMy WebLinkAboutC-2231 - Revised Housing Element of the General PlanAn DCCUCKIT THIS AGREEMENT is made and entered into on this 23rd day of December, 1980, by and between the CITY OF NEWPORT BEACH, a municipal corporation, hereinafter referred to as "CITY ", and CONNERLY AND ASSOCIATES, INC., hereinafter referred to as "CONSULTANT" W I T N E S S E T H WHEREAS, the CITY has determined that assistance to City Staff is required to prepare a revised Housing Element of the Newport Beach General Plan in a timely manner; and WHEREAS, CONSULTANT has submitted to CITY a proposal to prepare said revised Housing Element of the Newport Beach General Plan; and WHEREAS, CITY desires to accept said proposal, NOW, THEREFORE, in consideration of the foregoing, the parties hereto agree as follows: 1. GENERAL CONSULTANT agrees to prepare the subject revised Housing Element of the Newport Beach General Plan in accordance with the requirements set forth in Paragraph 2 of this Agreement. CITY agrees to remit to CONSULTANT the amounts set forth in Paragraph 3 of this Agreement in accordance with the terms and conditions set forth in this document. 2. SCOPE OF WORK The subject revised Housing Element of the Newport Beach General Plan will be prepared in accordance with the CONSULTANT'S proposal dated November 18, 1980, and the Subconsultant's proposal dated November 15, 1980, which are attached to this Agreement, marked as Exhibit "A" and by reference incorporated herein at this point as if fully set forth. 3. BILLI NO PAYMENT -2_ 4 CONSULTANT shall be paid under this Agreement on a time and material basis and in no event shall the maximum amount of this Agreement exceed Fifty -Six Thousand Two Hundred and Thirty - Three Dollars ($56,233.00). Partial payments shall be made by CITY to CONSULTANT upon CONSULTANT'S presentation of statements verifying the time and material costs incurred by it in connection with this Agreement. 4. FAITHFUL PERFORMANCE CONSULTANT shall use diligent efforts to complete this contract as expeditiously as possible and properly timed to coincide with established Planning Commission and City Council agenda dead- lines. The subject revised Housing Element of the Newport Beach General Plan must meet the approval of City Staff. 5. TERMINATION This Agreement is subject to termination by the CITY at any time upon serving written notice to CONSULTANT. The CITY shall thereafter be liable to CONSULTANT only for fees and costs incurred as of the date CONSULTANT receives such notice of termination. IN WITNESS WHEREOF, the parties hereto have entered into this Agreement as of the date and year first above written. ATT S,T City Clerk APPROVED AA$! TQ4FORM: i ty tornq CITY OF NEWPORT BEACH Byj MpYo r CONNERLY AND ASSOCIATES, INC. By'- �i_.vl �i vL -tie Consultant 3 a PROPOSAL FOR HOUSING ELEMENT SERVICES November 18, 1980 EXHIBIT "A" 0 tIA 0 ft OBJECTIVE The objective is to prepare and submit to the City of Newport Beach by July 6, 1981, a Final Revised Housing Element which accurately assesses housing needs in the City, sets forth a housing program that is both compatible with related local policies, and effective in addressing identified needs, satisfies the requirements of AB 2853, meets with the approval of the Newport Beach City Council and Planning Commission, and is internally consistent with other adopted elements of the General Plan. I. SCOPE OF SERVICES The consultant proposes and agrees to provide the following services to achieve the objective stated above: A. The consultant will design a public participation process that en- sures adequate involvement of all economic segments of the community in the development of a revised Housing Element. B. The consultant will comprehensively analyze population and housing trends in the City of Newport Beach through use of existing date and original research, where necessary. C. The consultant will evaluate the ability of the City's housing stock and other housing resources to adequately meet housing needs of all economic segments of the community. D. The consultant will evaluate all market, regulatory, and environ- mental factors which affect the cost, timing, and quanity of housing productionin the City. E. The consultant will work with the City to select a housing strategy which addresses unmet housing needs identified in the Newport Beach community. F. The consultant will be responsible for preparation of the environ- mental documentation necessary for environmental assessment of the Housing Element so as to comply with the requirements of the Cali- fornia Environmental Quality Act. G. The consultant will submit a draft revised Housing Element to the California Department of Housing and Community Development and co- ordinate its review with that Department. H. The consultant will arrange, provide, and be responsible for all support services required to prepare the Housing Element. 6 • -2- II. PROJECT METHODOLOGY The services identified in Sec.tion I of this proposal will be under- taken in accordance with the following methodology described by the tasks to be performed. A. Task One: Public Participation The consultant will design a public participation process that ensures adequate involvement of all economic segments of the community in the development of a revised Housing Element. 1) Submit proposed public participation process for City approval. 2) Conduct public participation process /Community forum necessary for preparing the revised Housing Element. 3) Attend all public hearings related to the development and adoption of a revised Housing Element. Budget: 1) Principal Consultant $2,800.00 70 hours @ $40 2) Senior Consultant 720.00 24 hours @$30 3) Associate Consultant 1,200.00 48 hours @ $25 Subtotal... $4,720.00 B. Task Two: Community Housing Market Analysis The consultant will comprehensively analyze population and housing trends in the City of Newport Beach through use of existing data and original research, where necessary. 1) Analysis will be completed for the community as a whole, as well as for statistical areas within the community, and will include but not be limited to: - Population trends and growth patterns. - A socio- economic profile of community households, including household formation trends and housing preferences. - Economic trends and projections for the area. - An inventory of the housing stock, including housing types, prices, vacancy rate, locations, and housing conditions. 2) The consultant will identify and initially confer with repre- sentatives of principal participants in the Housing Element process (including each member of the City Council and Planning Commission). C -3- 3) The consultant will provide a draft Community Market Analysis for City review. Budget: 1) Principal Consultant $ 640.00 16 hours @ $40 2) Senior Consultant 960.00 32 hours @ $30 3) Associate Consultant 5,100.00 204 hours @ $25 Subtotal... $6,700.00 Task Three: Assessment of Housing Needs in Newport Beach The consultant will evaluate the ability of the city's housing stock and other housing resources to adequately meet housing needs of all economic segments of the community. 1) Central in this work element will be the consultant's analysis of housing affordability in Newport Beach, utilizing recent studies on lending patterns in the Los Angeles,and Orange County area. The consultant has found that market trends have altered housing investment patterns, and have justified greater expen- ditures of household resources for housing. Thus, the tradi- tional rules of affordability in housing must be carefully examined in any application to a housing market in Southern California. The consultant will carefully consider this issue in the assessment of housing needs. 2) The housing needs of non- market rate households within the City will be comprehensively analyzed. Analysis will include an evaluation of the manner in which the present housing market in Newport Beach provides housing for this segment of the community, and the extent to which such households are currently underhfoused. 3) The consultant will evaluate the SCAG Regional Fair Share Allo- cation Model as it has been applied to Newport Beach. Alternate methodologies and data sources will be explored in response to any inaccuracies and inequities found in the SCAG plan. 4) The consultant will provide a draft assessment of housing needs for City review. Budget: 1) Principal Consultant $1,280.00 32 hours @ $40 2) Senior Consultant 480.00 16 hours @ $30 3) Associate Consultant 6,800.00 272 hours @ $25 Subtotal... $8,560.00 D. Task.Four: Assessing Market Constraints '1 The consultant will evaluate all market, regulatory, and environ- mental factors which affect the cost, timing, and quantity of housing production in the City. 1) An analysis shall be performed to identify and assess the impact of factors - governmental and market - related - which impede the effective functioning of the housing market. Special considera- tion shall be given to those constraints which directly relate to the production and delivery of housing affordable to those low- and moderate - income households to be served by the Newport Beach housing market. 2) The consultant will provide a draft copy of the Market Constraints for City review. Budget: 1) Principal Consultant $ 960.00 24 hours @ $40 2) Senior Consultant 1,320.00 44 hours @ $30 3) Associate Consultant 1,778.00 71 hours @ $25 Subtotal... $4,058.00 E. Task Five: Formulation of a Housing Program The consultant will work with the City to select a housing strategy which addresses unmet housing needs identified in the Newport Beach community. 1) Based on previous analysis, the consultant will set forth several alternative housing strategies for the City's consideration, de- tailing impacts and implications of each approach. Based on City input, the consultant will formulate both short -range (two -year) and long -range (five -year) implementation strategies for the selected Newport Beach Housing Program, including objectives to be accomplished, financing to be utilized, time frames, and parties responsible for implementation. 2) The consultant will provide a copy of the Housing Program . section for City review. Budget: 1) Principal Consultant $1,920.00 48 hours @ $40 2) Senior Consultant 2,400.00 80 hours @ $30 3) Associate Consultant 5,500.00 220 hours @ $25 Subtotal... $9,820.00 F. Task Six: Environmental Documentation The consultant will be responsible for preparation of the environ- , -5- i mental. documentation necessary for environmental assessment of the Housing Element so as to comply with the requirements of the Cali- fornia Environmental Quality Act. 1) Coordinate the preparation of the environmental documentation for the Housing Element with the environmental consultant. (The scope of services for the environmental documentation is provided as Attachment A to the project methodology.) Budget: 1) Principal Consultant $ 600.00 15 hours @ $40 2) Senior Consultant 900.00 30 hours @ $30 3) Sub - Consultant , 17,733.00 Subtotal... $19,233.00 G. Task Seven: Coordination of State Review The consultant will be responsible for coordination of state review of a draft revised housing element by the California Department of Housing and Community Development. 1) Submit and coordinate the review of the draft revised housing element with the California Department of Housing and Community Development. 2) Consider State Findings prior to adoption, advise the City of their importance and prepare responses if appropriate. Budget: 1) Principal Consultant $ 640.00 . 16 hours @ $40 2) Senior Consultant 240.00 8 hours @ $30 3) Associate Consultant 600.00 24 hours @ $25 Subtotal... $ 1,480.00 H. Task Eight: Support Services The consultant will arrange, provide, and be responsible for all support services required to prepare the Housing Element. 1) The consultant will arrange and provide for all travel and lodging required by the consultant. 2) The consultant will be responsible for all telephone communi- cation initiated by the consultant. 3) The consultant will provide the city with one reproducible original Housing Element and forty -nine copies. 17 Budget W-M 1) Travel and Lodging 2) Telephone 3) Printing (50 copies @ $3.25 each) Subtotal... TOTAL Budget $1,200.00 300.00 162.00 $1,662.00 $56,233.00 t. -7- ATTACHMENT "A" Patricia A. Butler Environmental Planner 1223 Rutland Road, Newport Beach, CA 92660 17141 548 -6062 505 LomaSanta Fe Drive, Solana Beach. CA92075 17141 481 -SS01 November 15, 1980 Mr. Bob Lenard Advance Planning Administrator Planning Department , City of Newport Beach 3300 Newport Boulevard Newoort Beach, Ca. 92663 Subject: Environmental Impact Report (EIR) for the Revised Housing Element of the Newport Beach General Plan - Proposal Dear Mr. Lenard: In response to our phone conversation on Thursday, November 13, 1980 I am pleased to submit this proposal for provision of professional services ne- cessary to conduct an environmental assessment for the revised Housing Ele- ment and complete the required EIR. As you requested, I contacted Mr. Ward Connerly of Connerly and Associates on Friday, November 14, 1980 to discuss our potential working relationship for preparation of the revised Housing Element and EIR. Mr, Connerly and I feel that we can formulate an eRcellent project team and would like to assure you of our initiated interest in work- ing together on this important planning project. Based on my conversation,with Mr. Connerly regarding Connerly and Associates' proposed approach to revising the Housing Element, I have prepared the des- cription of basic work tasks and cost estimate for the EIR shown in Attach- ment A. As described in Attachment A, I have estimated that I can provide the scope of environmental services for about $17,730.00. These tasks and level of effort are responsive to completion of the scope of work for an EIR for the revised Housing Element as briefly described below, Scope of Work As I indicated to City staff previously, the State EIR Guidelines specifically define the need for an element of the General Plan to address all content requirements for an EnvironmentalImpact Report. It is proposed that this requirement can best be met through preparation of a separate environmental document accompanying the revised Housing Element. Moreover, I recommend preparation of a programmatic document such as a "program EIR" as described in Section 15069.8 of the State EIR Guidelines. The proposed approach will allow thorough attention to policy and program issues to be discussed in the Element, and evaluation of specific project impacts to the level of detail available in the Draft Housing Element.. Most importantly, the proposed k` • Mr. Bob Lenard November 15, 1980 page two IF-IM �' program or master EIR provides the most efficient method of allowing subse- quent supplementation of the EIR for specific projects to be implemented under the program presented in the revised Housing Element. The primary feature of the proposed approach is to conduct a three- tiered environmental impact analysis which will present an evaluation of the poten- tial environmental and community impacts of the policy, program and potential- ly specific projects to be described in the revised Housing Element. Each area of environmental concern (i.e. land use, population and housing, traffic) will be addressed as follows: 1) Evaluate the consistency of the proposed housing policy and its effects with other relevant General Plan and City policies, and applicable county or state policies (i.e. potential land use im- pacts relative to the Land Use and Noise Elements and Local Coastal Plan; population and housing impacts relative to the Residential Growth Element). 2) Examine potential general environmental and community impacts of implementation of the program described in the Draft revised Housing Element. 3) Analyze potential environmental and community impacts of speci- fic projects within the housing program to the extent that spe- cific data regarding such projects are presented in the Draft revised Housing Element. The format of the analysis will be conducive to future supplementation of the EIR, as necessary, for focused assessments of future specific projects to be implemented as part of the proposed housing program. The contents of the environmental document will comply with the content requirements for an EIR as described in the State EIR Guidelines and according to the City's pro- cedures for compliance with CEQA. Moreover, I plan to fully utilize the proposed initial public involvement meetings to identify critical environ- mental issues and major areas of environmental concern early in the formu- lation of the scope of the analysis. Information gained from the public involvement program and from responses to the Notice of Preparation will assist in the design of specific treatment of each area of environmental concern, alternatives, and growth- inducing and energy - related impacts. A pre- liminary identification of potentially significant issues indicates that primary attention will likely be devoted to the areas of land use, population and demography, housing, economics and community impacts. Other major areas of analysis will include traffic and circulation, air quality, noise and aesthetics. Secondary environmental issues will likely be water quality, bi- ology, geology and soils, and historic and cultural resources. lL 9 • Mr. Bob Lenard November 15, 1980 page three Schedule and Cost It is recommended that the specific schedule for preparation of the EIR be discussed upon negotiations with Connerly and Associates and City staff. However, for the purpose of this proposal, I have identified the following general scheduling needs: 1) Prepare the Screen•Check EIR - Six to eight weeks 2) Review Screen Check EIR with staff and prepare Draft EIR - Three to four weeks 3) Public review of Draft EIR and public hearings - Four to eight weeks 4) Revise Draft EIR, prepare Final EIR - Two to four weeks This schedule assumes that I will be involved in preliminary environmental tasks prior to actual preparation of the Screen Check document, such as issuance of the Notice of Preparation, scoping the environmental analyses and participation intthe initial public involvement meetings. However, it is estimated that data from the revised Housing Element draft document should become available for the environmental analysis at least nine to ten weeks prior to the planned submittal date of the Draft revised Housing Element and Draft EIR. As project manager and principal investigator for the EIR, I will attend all meetings shown under the public involvement task in Attachment A, and will conduct the majority of the technical analyses. I will utilize other pri- mary technical support staff as necessary and subject to the approval of the City's Environmental Coordinator as necessary. The cost estimate shown in Attachment A is proposed as a time and materials estimate not to exceed the amount of Seventeen Thousand Seven Hundred and Thirty Dollars ($17,730.00) for the proposed scope of services. The terms of tbis..proposal may be considered valid for acceptance up to six months from today's date. Any additional services required by the City or Connerly and Associates are offered on a time and materials basis according to the stan- dard hourly rate schedule shown in Attachment A. I look forward to providing the City of Newport Beach with these environmental services. My association with Connerly and Associates promises to be parti- cularly productive for the purpose of preparing the revised Housing Element of the Newport Beach General Plan and accompanying EIR. If you have any questions regarding the contents of this proposal, please call me at (714) 232 -5980. You truly, � 1 w Patricia A. Butlers Environmental Planner 1 -10- Mr. Bob Lenard November 15, 1980 ATTACHMENT A Basic Task Description and Cost Estimate EIR for Revised Housing Element Newport Beach General Plan TASK 1. Preparation of notices HOURS COST - Notice of Preparation, including mailing list - Notice of Completion - Notice of Determination - Assist Connerly & Assoc. with preparation of notices for public involvement mtgs. as necessary Total Cost Task 1 20 $ 700 2. Public Involvement Program Total Cost Task Preparation for and attendance at: $10,447 - Three (3) public involvement mtgs. - One (1) CEQAC mtg. - Four (4) public hearings Total Cost Task 2 60 $ 2,100 3. Preparation of Screen Check EIR - Professional and technical labor 210 7,350 - Production support labor 56 1,232 (i.e. production typing, graphics) - Project management and coordination with 48 1,680 Connerly & Assoc. and City staff Total Labor Task 3 314 $10,262 Misc. reimbursable expenses 150 (i.e. xerox, data purch.) Print five (5) copies of Screen Check EIR 35 for staff review, incl. binding Total Non Labor Task 3 $ 185 Total Cost Task 3 $10,447 4. Preparation of Draft EIR - Revise Screen Check as necessary 40 1,400 - Production of reproducible master 8 160 of the Draft EIR Total Labor Task 4 48 $ 1,560 Mr. Bob Lenard November 15, 1980 ATTACHMENT A (continued) TASK HOURS COST 4. Preparation of Draft EIR (cont'd.) Estimated cost to print fifty (50) copies $ 750 of the Draft EIR Total Non Labor Task 4 $ 750 Total Cost Task 4 2,310 5. Preparation of Final EIR - Respond to comments from public review period, 48 $ 1,680 revise Draft EIR as necessary, prepare addendum (Note: estimated effort) - Production of reproducible master of 8 160 the Final EIR Total Cost Task 5 $ 1,840 6. Miscellaneous - Total clerical typing 48 $ 336 (i.e. for notices, presentation materials) TOTAL PROFESSIONAL /TECHNICAL LABOR 426 $14,910 TOTAL PRODUCTION SUPPORT LABOR 120 $ 11888 TOTAL NON LABOR $ 935 TOTAL ESTIMATED COST $17,733 Standard Hourly Rate Schedule Professional /Technical (average) $ 35 Project Manager $ 35 Production typing $ 20 Graphics $ 27 Clerical typing $ 7 -12- , III. TIME SCHEDULE OF ACTIVITIES The schedule of activities is based on the actual starting date and may require modification due to changes in starting date. 1) Selection of Consultant. October 29, 1980 2) Contract Execution. November 28, 1980 3) Estimated Date of Work Start. November 28, 1980 Task One: Public Participation 4) Finalize Public Participation Process December 1, 1980 1980 - and Submit for City Approval. representatives of principal par- December 5) Conduct Public Participation Process. December 1, 1980 - June 10, 1981 6) Conduct Public Hearings on Draft March 9, 1981 - Revised Housing Element. May 6, 1981 Task Two: Community Housing Market Analysis 7) Assemble and review all existing date November 28, 1980 - regarding community profile, housing December 1, 1980 stock condition, population charac- teristics, etc., and identify needs for original research. 8) Identify and initially confer with November 28, 1980 - representatives of principal par- December 17; 1980 ticipants on the Housing Element process (including each member of City Council and City Planning Commission). 9) Initiate original research. December 1, 1980 - December 17, 1980 10) Submit draft community market February 6, 1981 analysis for City review. Task Three: Assessment of Housing Need in Newport Beach 11) Determine existing and projected November 24, 1980 - housing needs, incorporating the December 10, 1980 review and anlysis of the SCA6 Regional Fair Share Allocation Model. 12) Identify and analyze special housing January 9, 1981 - needs. January 30, 1981 13) Complete assessment of housing need, January 9, 1981 - incorporating acceptable community February 6, 1981 standards of affordability, and re- late to needs identified in Activity 11. �� • -13- • 14) Submit draft assessment of housing needs February 6, 1981 for City review. Task Four: Assessinq Market Constraints 15) Begin Builder /Developer Surveys. December 15, 1980 - December 26, 1980 16) Identify and analyze governmental December 1, 1980 - constaints on the housing delivery February 6, 1981 system. 17) Identify and analyze market constraints December 1, 1980 - on the housing delivery system. February 6, 1981 18) Submission of market constraints February 20, 1981 section for City review. Task Five: Formulation of a Housing Program 19) Identify opportunities for energy December 5, 1980 - conservation. January 30, 1981 20) Formulate and quantify goals, January 30, 1981 - objectives, and policies. February 26, 1981 21) Develop recommended housing January 30, 1981 - strategy and programs. March 3, 1981 22) Submission of housing program February 7, 1981 - section for City review. March 2, 1981 Task Six: Environmental Documentation 23) Prepare Environmental Documentation March 2, 1981- - for Environmental Assessment and May 22, 1981 State Clearance. Task Seven: Coordination of State Review 24) Finalize Draft Revised Housing March 9, 1981 - Element and Submit for State June 10, 1981 Review. 25) Consider Suggested Revisions to May 7, 1981 - Draft Document and Prepare Final June 10, 1981 Revised Housing Element. 26) Consider State Findings Prior to June 10, 1981 - Adoption. July 6, 1981 27) Adopt Final Revised Housing Element. About July 6, 1981 Summary of Time Frame -- October 29, 1980 -July 6, 1981 A. Professional Services Budqet Summar Task One: Public Participation 1) Principal Consultant /70 hours @ $40 2) Senior Consultant /24 hours @ $30 3) Associate Consultant /48 hours @ $25 Subtotal... Task Two: Communitv Housing Market Analvsis $ 2,800.00 720.00 1,200.00 $ 4,720.00 1) Principal Consultant /16 hours @ -14- $ 640.00 2) IV. FISCAL A. Professional Services Budqet Summar Task One: Public Participation 1) Principal Consultant /70 hours @ $40 2) Senior Consultant /24 hours @ $30 3) Associate Consultant /48 hours @ $25 Subtotal... Task Two: Communitv Housing Market Analvsis $ 2,800.00 720.00 1,200.00 $ 4,720.00 1) Principal Consultant /16 hours @ $40 $ 640.00 2) Senior Consultant /32 hours @ $30 960.00 3) Associate Consultant /204 hours @ $25 5,100.00 Subtotal... $ 6,700.00 Task Three: Assessment of Housing Needs 1) Principal Consultant /32 hours @ $40 $ 1,280.00 2) Senior Consultant /16 hours @ $30 480.00 3) Associate Consultant /272 hours @ $25 6,800.00 Subtotal... $ 8,560.00 Task Four:. Assessment of Market and Public Constraints 1) Principal Consultant /24 hours @ $40 960.00 2) Senior Consultant /44 hours @ $30 1,320.00 3) Associate Consultant /71 hours @ $25 1,778.00 Subtotal... $ 4,058.00 Task Five: Formulation of a Housing Program 1) Principal Consultant/48 hours @ $40 $ 1,920.00 2) Senior Consultant /80 hours @ $30 2,400.00 3) Associate Consultant /220 hours @ $25 5,500.00 Subtotal... $ 9,820.00 Task Seven: Coordination of State Review 1) Principal Consultant /16 hours @ $40 $ 640.00 2) Senior Consultant /8 hours @ $30 240.00 3) Associate Consultant /24 hours @ $25 600.00 Subtotal... $ 1,480.00 Task Eight: Support Services a. Travel and Lodging $ 11200.00 b. Telephone 300.00 C. Printing 162.00 (50 copies @ $3.25 each) Subtotal... $ 1,662.00 Housing Element Budget 37,060.00 Environmental Documentation Budget 19,233.00 TOTAL Budget $56,233.00 A * This is a "Not to Exceed" proposal. As a result, the consultant will be compensated only for actual services rendered, in accordance with a schedule of fees. If existing data - that is reliable and current - is available, and /or if the City participates in the data collection process, the need for consultant services with regard to such activi- ties may be reduced. Budget savings may also result in other areas as well. B. Payment for Additional Services Requested by City Should the City require additional services beyond those specified in the contract with the consultant, during the term of such con- tract, said services shall be furnished pursuant to a separate agreement mutually negotiated between City and consultant. Con- sultant agrees to provide such service in accordance with the Schedule of Fees contained in the original contract. Task Six: Environmental Documentation 1) Principal Consultant /15 hours @ $40 $ 600.00 2) Senior Consultant /30 hours @ $30 900.00 3) Sub - Consultant 17,733.00 Subtotal... $19,233.00 Task Seven: Coordination of State Review 1) Principal Consultant /16 hours @ $40 $ 640.00 2) Senior Consultant /8 hours @ $30 240.00 3) Associate Consultant /24 hours @ $25 600.00 Subtotal... $ 1,480.00 Task Eight: Support Services a. Travel and Lodging $ 11200.00 b. Telephone 300.00 C. Printing 162.00 (50 copies @ $3.25 each) Subtotal... $ 1,662.00 Housing Element Budget 37,060.00 Environmental Documentation Budget 19,233.00 TOTAL Budget $56,233.00 A * This is a "Not to Exceed" proposal. As a result, the consultant will be compensated only for actual services rendered, in accordance with a schedule of fees. If existing data - that is reliable and current - is available, and /or if the City participates in the data collection process, the need for consultant services with regard to such activi- ties may be reduced. Budget savings may also result in other areas as well. B. Payment for Additional Services Requested by City Should the City require additional services beyond those specified in the contract with the consultant, during the term of such con- tract, said services shall be furnished pursuant to a separate agreement mutually negotiated between City and consultant. Con- sultant agrees to provide such service in accordance with the Schedule of Fees contained in the original contract. C. Schedule of Fees Principal Consultant $40 /hour Senior Consultant $30 /hour Associate Consultant $25 /hour Assistant Consultant $20 /hour Research Analyst $20 /hour Secretary $12 /hour D. Method of Payment The consultant shall invoice City on a monthly basis for actual services rendered during the preceding month. � 3 s N�n7e4 Aff 'atd NOV 24 1980 By the CITY COUNCIL CITY OF NEWP MT 116644H 111106 City Council Meeting November 24, 1980 Agenda Item No CITY OF NEWPORT BEACH City Council G -2 FROM: Planning Department SUBJECT: Selection of a consultant to assist City Staff in the preparation of a revised Housing Element, and the necessary environmental documentation, of the General Plan for the City of Newport Beach SUQQested Action If desired, authorize the Mayor and City Clerk to enter into an agreement with Connerly and Associates, Inc. to prepare a revised Housing Element of the General Plan, and necessary environmental documentation, for the City of Newport Beach. Background During September of this year, the State approved AB2853 (Roos). This bill amends Section 65302 of Chapter 3, Division 1, Title 7, of the Government Code which relates to local planning concerning General Plans, and more specifically, the contents of housing elements. This legislation also adds Article 10.6, commencing with Section 65580. This Article places the substantive provisions of the 1977 Housing Element Guidelines prepared by the California Department of Housing and Community Development in State statute. Therefore housing elements will be evaluated according to the language in the statute rather than by what is contained in the 1977 HCD Guidelines. The City of Newport Beach Housing Element was adopted on February 11 1974 under the General Plan Provisions established by State statute in the late 1960's. Under the newly- adopted statutes, local govern- ments are required to bring their Housing Elements into conformance with the provisions of Article 10.6 by October 1, 1981. In view of the pending October 1, 1981 deadline, Staff was directed to seek technical assistance to prepare a revised Housing Element. Staff contacted the following firms and asked for bids on the project: 1) Connerly and Associates - Sacramento 2) Gruen, Gruen & Associates - San Francisco 3) William C. Lawrence Company - Irvine 4) Phillips Brandt Reddick - Irvine 5) Jack Raub Company - Costa Mesa 6) Larry Seeman & Associates - Newport Beach 7) EDAW, Inc. - Newport Beach 8) The Planning Center - Newport Beach 9) WESTEC Services, Inc. - Santa Ana T0: City Council - 2. Proposals were developed by Phillips, Brandt, Reddick and Torres, Diaz, Castenada Planning; Connerly and Associates; Gruen, Gruen and Associates; and William C. Lawrence Company. Staff has reviewed the proposals and held interviews with consult- ing firms who submitted bids. Staff recommends the selection of Connerly and Associates for this project. The proposal has a total budget of $56,233.00 which includes $19,233.00 for preparation of the Environmental Documentation. Patricia A. Butler will prepare the EIR as a Subconsultant to Connerly and Associates. Attached are copies of the contract and proposal for Housing Element services. Respectfully submitted, PLANNING DEPARTME14T JAMES D. HEWICKER, Director by 6-u J 1 6(NL / CRAIG Tr ELL Senior/ lann Planner CTB /kk Attachments for City Council only L AGREEMENT THIS AGREEMENT is made and entered into on this day of November 1980, by and between the CITY OF NEWPORT BEACH, a municipal corporation, hereinafter referred to as "CITY ", and CONNERLY AND ASSOCIATES, INC., hereinafter referred to as "CONSULTANT ". W I T N E S S E T H WHEREAS, the CITY has determined that assistance to City Staff is required to prepare a revised Housing Element of the Newport Beach General Plan in a timely manner; and WHEREAS, CONSULTANT has submitted to CITY a proposal to prepare said revised Housing Element of the Newport Beach General Plan; and WHEREAS, CITY desires to accept said proposal, NOW, THEREFORE, in consideration of the foregoing, the parties hereto agree as follows: 1. GENERAL CONSULTANT agrees to prepare the subject revised Housing Element of the Newport Beach General Plan in accordance with the requirements set forth in Paragraph 2 of this Agreement. CITY agrees to remit to CONSULTANT the amounts set forth in Paragraph 3 of this Agreement in accordance with the terms and conditions set forth in this document. 2. SCOPE OF WORK The subject revised Housing Element of the Newport Beach General Plan will be prepared in accordance with the CONSULTANT'S proposal dated November 18, 1980, and the Subconsultant's proposal dated November 15, 1980, which are attached to this Agreement, marked as Exhibit "A" and by reference incorporated herein at this point as if fully set forth. J - 2 - 3. BILLING AND PAYMENT CONSULTANT shall be paid under this Agreement on a time and material basis and in no event shall the maximum amount of this Agreement exceed Fifty -Six Thousand Two Hundred and Thirty - three Dollars ($56,233.00). Partial payments shall be made by CITY to CONSULTANT upon CONSULTANT'S presentation of statements verifying the time and material costs incurred by it in connection with this Agreement. 4. FAITHFUL PERFORMANCE CONSULTANT shall use diligent efforts to complete this contract as expeditiously as possible and properly timed to coincide with established Planning Commission and City Council agenda dead- ' lines. The subject revised Housing Element of the Newport Beach General Plan must meet the approval of City Staff. 5. TERMINATION This Agreement is subject to termination by the CITY at any time upon serving written notice to CONSULTANT. The CITY shall thereafter be liable to CONSULTANT only for fees and costs incurred as of the date CONSULTANT receives such notice of termination. IN WITNESS WHEREOF, the parties hereto have entered into this Agreement as of the date and year first above written. APPROVED AS TO FORM CITY OF NEWPORT BEACH By Assistant City Attorney Director _ Planning Department CITY CONNERLY AND ASSOCIATES, INC. By CONSULTANT so N PROPOSAL FOR HOUSING ELEMENT SERVICES November 18, 1980 EXHIBIT "A" 41 00 OBJECTIVE The objective is to prepare and submit to the City of Newport Beach by July 6, 1981, a Final Revised Housing Element which accurately assesses housing needs in the City, sets forth a housing program that is both compatible with related local policies, and effective in addressing identified needs, satisfies the requirements of AB 2853, meets with the approval of the Newport Beach City Council and Planning Commission, and is internally consistent with other adopted elements of the General Plan. I. SCOPE OF SERVICES The consultant proposes and agrees to provide the following services to achieve the objective stated above: A. The consultant will design a public participation process that en- sures adequate involvement of all economic segments of the community in the development of a revised Housing Element. B. The consultant will comprehensively trends in the City of Newport Beach original research, where necessary. analyze population and housing through use of existing date and C. The consultant will evaluate the ability of the City's housing stock and other housing resources to adequately meet housing needs of all economic segments of the community. D. The consultant will evaluate all market, regulatory, and environ- mental factors which affect the cost, timing, and quanity of housing production in the City. E. The consultant will work with the City to select a housing strategy which addresses unmet housing needs identified in the Newport Beach community. F. The consultant will be responsible for preparation of the environ- mental documentation necessary for environmental assessment of the Housing Element so as to comply with the requirements of the Cali- fornia Environmental Quality Act. G. The consultant will submit a draft revised Housing Element to the California Department of Housing and Community Development and co- ordinate its review with that Department. H. The consultant will arrange, provide, and be responsible for all support services required to prepare the Housing Element. 00 -2- N II. PROJECT METHODOLOGY The services identified in Section I of this proposal will be under- taken in accordance with the following methodology described by the tasks to be performed. A. Task One: Public Participation The consultant will design a public participation process that ensures adequate involvement of all economic segments of the community in the development of a revised Housing Element. 1) Submit proposed public participation process for City approval. 2) Conduct public participation process /Community forum necessary for preparing the revised Housing Element. 3) Attend all public hearings related to the development and adoption of a revised Housing Element. Budget: 1) Principal Consultant 70 hours @ $40 2) Senior Consultant 24 hours @$30 3) Associate Consultant 48 hours @ $25 Subtotal... B. Task Two: Community Housing Market Analysi $2,800.00 720.00 1,200.00 $4,720.00 The consultant will comprehensively analyze population and housing trends in the City of Newport Beach through use of existing data and original research, where necessary. 1) Analysis will be completed for the community as a whole, as well as for statistical areas within the community, and will include but not be limited to: Population trends and growth patterns. - A socio- economic profile of community households, including household formation trends and housing preferences. - Economic trends and projections for the area. - An inventory of the housing stock, including housing types, prices, vacancy rate, locations, and housing conditions. 2) The consultant will identify and initially confer with repre- sentatives of principal participants in the Housing Element process (including each member of the City Council and Planning Commission). I C A -3- 3) The consultant will provide a draft Community Market Analysis for City review. Budget: 1) Principal Consultant $ 640.00 16 hours @ $40 2) Senior Consultant 960.00 32 hours @ $30 3) Associate Consultant 5,100.00 204 hours @ $25 Subtotal... $6,700.00 Task Three: Assessment of Housing Needs in Newport Beach The consultant will evaluate the ability of the city's housing stock and other housing resources to adequately meet housing needs of all economic segments of the community. 1) Central in this work element will be the consultant's analysis of housing affordability in Newport Beach, utilizing recent studies on lending patterns in the Los Angeles and Orange County area. The consultant has found that market trends have altered housing investment patterns, and have justified greater expen- ditures of household resources for housing. Thus, the tradi- tional rules of affordability in housing must be carefully examined in any application to a housing market in Southern California. The consultant will carefully consider this issue in the assessment of housing needs. 2) The housing needs of non - market rate households within the City will be comprehensively analyzed. Analysis will include an evaluation of the manner in which the present housing market in Newport Beach provides housing for this segment of the community, and the extent to which such households are currently underhoused. 3) The consultant will evaluate the SCAG Regional Fair Share Allo- cation Model as it has been applied to Newport Beach. Alternate methodologies and data sources will be explored in response to any inaccuracies and inequities found in the SCAG plan. 4) The consultant will provide a draft assessment of housing needs for City review. Budget: 1) Principal Consultant $1,280.00 32 hours @ $40 2) Senior Consultant 480.00 16 hours @ $30 3) Associate Consultant 6,800.00 272 hours @ $25 Subtotal... $8,560.00 Task.Four: Assessing Market Constraints 1 L F so -4^ 00 The consultant will evaluate all market, regulatory, and environ- mental factors which affect the cost, timing, and quantity of housing production in the City. 1) An analysis shall be performed to identify and assess the impact of factors - governmental and market - related - which impede the effective functioning of the housing market. Special considera- tion shall be given to those constraints which directly relate to the production and delivery of housing affordable to those low- and moderate - income households to be served by the Newport Beach housing market. 2) The consultant will provide a draft copy of the Market Constraints for City review. Budget: 1) Principal Consultant $ 960.00 24 hours @ $40 2) Senior Consultant 1,320.00 44 hours @ $30 3) Associate Consultant 1,778.00 71 hours @ $25 Subtotal... $4,058.00 Task Five: Formulation of a Housing Program The consultant will work with the City to select a housing strategy which addresses unmet housing needs identified in the Newport Beach community. 1) Based on previous analysis, the consultant will set forth several alternative housing strategies for the City's consideration, de- tailing impacts and implications of each approach. Based on City input, the consultant will formulate both short -range (two -year) and long -range (five -year) implementation strategies for the selected Newport Beach Housing Program, including objectives to be accomplished, financing to be utilized, time frames, and parties responsible for implementation. 2) The consultant will provide a copy of the Housing Program section for City review. Budget: 1) Principal Consultant $1,920.00 48 hours @ $40 2) Senior Consultant 2,400.00 80 hours @ $30 3) Associate Consultant 5,500.00 220 hours @ $25 Subtotal... $9,820.00 Task Six: Environmental Documentation The consultant will be responsible for preparation of the environ- 16 00 -5_ mental documentation necessary for environmental assessment of the Housing Element so as to comply with the requirements of the Cali- fornia Environmental Quality Act. 1) Coordinate the preparation of the environmental documentation for the Housing Element with the environmental consultant. (The scope of services for the environmental documentation is provided as Attachment A to the project methodology.) Budget: 1) Principal Consultant $ 600.00 15 hours @ $40 2) Senior Consultant 900.00 30 hours @ $30 3) Sub - Consultant 17,733.00 Subtotal... $19,233.00 G. Task Seven: Coordination of State Review The consultant will be responsible for coordination of state review of a draft revised housing element by the California Department of Housing and Community Development. 1) Submit and coordinate the review of the draft revised housing element with the California Department of Housing and Community Development. 2) Consider State Findings prior to adoption, advise the City of their importance and prepare responses if appropriate. Budget: 1) Principal Consultant $ 640.00 16 hours @ $40 2) Senior Consultant 240.00 8 hours @ $30 3) Associate Consultant 600.00_ 24 hours @ $25 Subtotal... $ 1,480.00 H. Task Eight: Support Services The consultant will arrange, provide, and be responsible for all support services required to prepare the Housing Element. 1) The consultant will arrange and provide for all travel and lodging required by the consultant. 2) The consultant will be responsible for all telephone communi- cation initiated by the consultant. 3) The consultant will provide the city with one reproducible original Housing Element and forty -nine copies. I I 00 N Budget: 1) Travel and Lodging 2) Telephone 3) Printing (50 copies @ $3.25 each) Subtotal... TOTAL Budget $1,200.00 300.00 162.00 $1,662.00 $56,233.00 Patricia A. Butler Environmental Planner 122.3 Rutland Road, Ne\%port Sradi, CA 91660 77141 548 -6062 505 Loma Santa FE, Dri%,e, Solana 13oarh. CA 920; 5 i; 1 4h 481 -5501 November 15, 1980 Mr. Bob Lenard Advance Planning Administrator Planning Department City of Newport Beach 3300 Newport Boulevard Newport Beach, Ca. 92663 Subject: Environmental Impact Report (EIR) for the Revised Housing Element of the Newport Beach General Plan - Proposal Dear Mr. Lenard: In response to our phone conversation on Thursday, November 13, 1980 I am pleased to submit this proposal for provision of professional services ne- cessary to conduct an environmental assessment for the revised Housing Ele- ment and complete the required EIR. As you requested, I contacted Mr. Ward Connerly of Connerly and Associates on Friday, November 14, 1980 to discuss our potential working relationship for preparation of the revised Housing Element and EIR. Mr. Connerly and I feel that we can formulate an excellent project team and would like to assure you of our initiated interest in work- ing together on this important planning project. Based on my conversation with Mr. Connerly regarding Connerly and Associates' proposed approach to revising the Housing Element, I have prepared the des- cription of basic work tasks and cost estimate for the EIR shown in Attach- ment A. As described in Attachment A, I have estimated that I can provide the scope of environmental services for about $17,730.00. These tasks and level of effort are responsive to completion of the scope of work: for an EIR for the revised Housing Element as briefly described below. Scope of Work As I indicated to City staff previously, the State EIR Guidelines specifically define the need for an element of the General Plan to address all content requirements for an EnvironmentalImpact Report. It is proposed that this requirement can best be met through preparation of a separate environmental document accompanying the revised Housing Element, Moreover, I recommend preparation of a programmatic document such as a "program EIR" as described in Section 15069.8 of the State EIR Guidelines. The proposed approach will allow thorough attention to policy and program issues to be discussed in the Element, and evaluation of specific project impacts to the level of detail available in the Draft Housing Element. Most importantly, the proposed -7- ATTACHMENT "A" Patricia A. Butler Environmental Planner 122.3 Rutland Road, Ne\%port Sradi, CA 91660 77141 548 -6062 505 Loma Santa FE, Dri%,e, Solana 13oarh. CA 920; 5 i; 1 4h 481 -5501 November 15, 1980 Mr. Bob Lenard Advance Planning Administrator Planning Department City of Newport Beach 3300 Newport Boulevard Newport Beach, Ca. 92663 Subject: Environmental Impact Report (EIR) for the Revised Housing Element of the Newport Beach General Plan - Proposal Dear Mr. Lenard: In response to our phone conversation on Thursday, November 13, 1980 I am pleased to submit this proposal for provision of professional services ne- cessary to conduct an environmental assessment for the revised Housing Ele- ment and complete the required EIR. As you requested, I contacted Mr. Ward Connerly of Connerly and Associates on Friday, November 14, 1980 to discuss our potential working relationship for preparation of the revised Housing Element and EIR. Mr. Connerly and I feel that we can formulate an excellent project team and would like to assure you of our initiated interest in work- ing together on this important planning project. Based on my conversation with Mr. Connerly regarding Connerly and Associates' proposed approach to revising the Housing Element, I have prepared the des- cription of basic work tasks and cost estimate for the EIR shown in Attach- ment A. As described in Attachment A, I have estimated that I can provide the scope of environmental services for about $17,730.00. These tasks and level of effort are responsive to completion of the scope of work: for an EIR for the revised Housing Element as briefly described below. Scope of Work As I indicated to City staff previously, the State EIR Guidelines specifically define the need for an element of the General Plan to address all content requirements for an EnvironmentalImpact Report. It is proposed that this requirement can best be met through preparation of a separate environmental document accompanying the revised Housing Element, Moreover, I recommend preparation of a programmatic document such as a "program EIR" as described in Section 15069.8 of the State EIR Guidelines. The proposed approach will allow thorough attention to policy and program issues to be discussed in the Element, and evaluation of specific project impacts to the level of detail available in the Draft Housing Element. Most importantly, the proposed we -8- Mr. Bob Lenard November 15, 1980 page two program or master EIR provides the most efficient method of allowing subse- quent supplementation of the EIR for specific projects to be implemented under the program presented in the revised Housing Element. The primary feature of the proposed approach is to conduct a three - tiered environmental impact analysis which will present an evaluation of the poten- tial environmental and community impacts of the policy, program and potential- ly specific projects to be described in the revised Housing Element. Each area of environmental concern (i.e. land use, population and housing, traffic) will be addressed as follows: 1) Evaluate the consistency of the proposed housing policy and its effects with other relevant General Plan and City policies, and applicable county or state policies (i.e. potential land use im- pacts relative to the Land Use and Noise Elements and Local Coastal Plan; population and housing impacts relative to the Residential Growth Element). 2) Examine potential general environmental and community impacts of implementation of the program described in the Draft revised Housing Element. 3) Analyze potential environmental and community impacts of speci- fic projects within the housing program to the extent that spe- cific data regarding such projects are presented in the Draft revised Housing Element. The format of the analysis will be conducive to future supplementation of the EIR, as necessary, for focused assessments of future specific projects to be implemented as part of the proposed housing program. The contents of the environmental document will comply with the content requirements for an EIR as described in the State EIR Guidelines and according to the City's pro- cedures for compliance with CEQA. Moreover, I plan to fully utilize the proposed initial public involvement meetings to identify critical environ- mental issues and major areas of environmental concern early in the formu- lation of the scope of the analysis. Information gained from the public involvement program and from responses to the Notice of Preparation will assist in the design of specific treatment of each area of environmental concern, alternatives, and growth- inducing and energy- related impacts. A pre- liminary identification of potentially significant issues indicates that primary attention will likely be devoted to the areas of land use, population and demography, housing, economics and community impacts. Other major areas of analysis will include traffic and circulation, air quality, noise and aesthetics. Secondary environmental issues will likely be water quality, bi- ology, geology and soils, and historic and cultural resources. 1 ') -9- *-9 Mr. Bob Lenard November 15, 1980 page three Schedule and Cost It is recommended that the specific schedule for preparation of the EIR be discussed upon negotiations with Connerly and Associates and City staff. However, for the purpose of this proposal, I have identified the following general scheduling needs: 1) Prepare the Screen Check EIR - Six to eight weeks 2) Review Screen Check EIR with staff and prepare Draft EIR - Three to four weeks 3) Public review of Draft EIR and public hearings - Four to eight weeks 4) Revise Draft EIR, prepare Final EIR - Two to four weeks This schedule assumes that I will be involved in preliminary environmental tasks prior to actual preparation of the Screen Check document, such as issuance of the Notice of Preparation, scoping the environmental analyses and participation in'.the initial public involvement meetings. However, it is estimated that data from the revised Housing Element draft document should become available for the -environmental analysis at least nine to ten weeks prior to the planned submittal date of the Draft revised Housing Element and Draft EIR. As project manager and principal investigator for the EIR, I will attend all meetings shown under the public involvement task in Attachment A, and will conduct the majority of the technical analyses. I will utilize other pri- mary technical support staff as necessary and subject to the approval of the City's Environmental Coordinator as necessary. The cost estimate shown in Attachment A is proposed as a time and materials estimate not to exceed the amount of Seventeen Thousand Seven Hundred and Thirty Dollars ($17,730.00) for the proposed scope of services. The terms of this proposal may be considered valid for acceptance up to six months from today's date. Any additional services required by the City or Connerly and Associates are offered on a time and materials basis according to the stan- dard hourly rate schedule shown in Attachment A. I look forward to providing the City of Newport Beach with these environmental services. My association with Connerly and Associates promises to be parti- cularly productive for the purpose of preparing the revised Housing Element of the Newport Beach General Plan and accompanying EIR. If you have any questions regarding the contents of this proposal, please call me at (714) 232 -5980. Your truly, Patricia A. Butler Environmental Planner 13 we Mr. Bob Lenard November 15, 1980 ATTACHMENT A -10- 00 Basic Task Description and Cost Estimate EIR for Revised Housing Element Newport Beach General Plan TAS K 1. Preparation of notices HOURS COST - Notice of Preparation, including mailing list - Notice of Completion - Notice of Determination - Assist Connerly & Assoc. with preparation of notices for public involvement mtgs. as necessary Total Cost Task 1 20 $ 700 2. Public Involvement Program Preparation for and attendance at: - Three (3) public involvement mtgs. - One (1) CEQAC mtg. - Four (4) public hearings Total Cost Task 2 60 $ 2,100 3. Preparation of Screen Check EIR - Professional and technical labor 210 7,350 - Production support labor 56 1,232 (i.e. production typing, graphics) - Project management and coordination with 48 1,680 Connerly & Assoc. and City staff Total Labor Task 3 314 $10,262 Misc. reimbursable expenses 150 (i.e. xerox, data purch.) Print five (5) copies of Screen Check EIR 35 for staff review, incl. binding Total Non Labor Task 3 $ 185 Total Cost Task 3 $10,447 4. Preparation of Draft EIR - Revise Screen Check as necessary 40 1,400 - Production of reproducible master 8 160 of the Draft EIR Total Labor Task 4 48 $ 1,560 ,a • Mr. Bob Lenard November 15, 1980 ATTACHMENT A (continued) TASK HOURS COST 4. Preparation of Draft EIR (cont'd.) - Estimated cost to print fifty (50) copies $ 750 of the Draft EIR Total Non Labor Task 4 $ 750 Total Cost Task 4 $ 2,310 5. Preparation of Final EIR - Respond to comments from public review period, 48 $ 11680 revise Draft EIR as necessary, prepare addendum (Note: estimated effort) - Production of reproducible master of 8 160 the Final EIR Total Cost Task 5 $ 1,840 6. Miscellaneous - Total clerical typing 48 $ 336 (i.e. for notices, presentation materials) TOTAL PROFESSIONAL /TECHNICAL LABOR 426 $14,910 TOTAL PRODUCTION SUPPORT LABOR 120 $ 1,888 TOTAL NON LABOR $ 935 TOTAL ESTIMATED COST $17,733 Standard Hourlv Rate Schedule Professional /Technical (average) $ 35 Project Manager $ 35 Production typing $ 20 Graphics $ 27 Clerical typing $ 7 I� 90 -12- 00 29, III. TIME SCHEDULE OF ACTIVITIES The schedule of activities is based on the actual starting date and may require modification due to changes in starting date. 1) Selection of Consultant. October 29, 1980 2) Contract Execution. November 28, 1980 3) Estimated Date of Work Start. November 28, 1980 Task One: Public Participation 4) Finalize Public Participation Process December 1, 1980 and Submit for City Approval. 5) Conduct Public Participation Process. December 1, 1980 - June 10, 1981 6) Conduct Public Hearings on Draft March 9, 1981 - Revised Housing Element. May 6, 1981 Task Two: Community Housing Market Analysis 7) Assemble and review all existing date November 28, 1980 - regarding community profile, housing December 1, 1980 stock condition, population charac- teristics, etc., and identify needs for original research. 8) Identify and initially confer with November 28, 1980 - representatives of principal par- December 17, 1980 ticipants on the Housing Element process (including each member of City Council and City Planning Commission). 9) Initiate original research. December 1, 1980 - December 17, 1980 10) Submit draft community market February 6, 1981 analysis for City review. Task Three: Assessment of Housing Need in Newport Beach 11) Determine existing and projected November 24, 1980 - housing needs, incorporating the December 10, 1980 review and anlysis of the SCAG Regional Fair Share Allocation Model. 12) Identify and analyze special housing January 9, 1981 - needs. January 30, 1981 13) Complete assessment of housing need, January 9, 1981 - incorporating acceptable community February 6, 1981 standards of affordability, and re- late to needs identified in Activity 11. -13- 14) Submit draft assessment of housing needs February 6, 1981 Task Seven: Coordination of State Review 24) Finalize Draft Revised Housing March 9, 1981 - Element and Submit for State June 10, 1981 Review. 25) Consider Suggested Revisions to May 7, 1981 - Draft Document and Prepare Final June 10, 1981 Revised Housing Element. 26) Consider State Findings Prior to June 10, 1981 - Adoption. July 6, 1981 27) Adopt Final Revised Housing Element. About July 6, 1981 Summary of Time Frame - -- October 29, 1980 -July 6, 1981 for City review. Task Four: Assessing Market Constraints 15) Begin Builder /Developer Surveys. December 15, 1980 - December 26, 1980 16) Identify and analyze governmental December 1, 1980 - constaints on the housing delivery February 6, 1981 system. 17) Identify and analyze market constraints December 1, 1980 - on the housing delivery system. February 6, 1981 18) Submission of market constraints February 20, 1981 section for City review. Task Five: Formulation of a Housing Program 19) Identify opportunities for energy December 5, 1980 - conservation. January 30, 1981 20) Formulate and quantify goals, January 30, 1981 - objectives, and policies. February 26, 1981 21) Develop recommended housing January 30, 1981 - strategy and programs. March 3, 1981 22) Submission of housing program February 7, 1981 - section for City review. March 2, 1981 Task Six: Environmental Documentation 23) Prepare Environmental Documentation March 2, 1981 - for Environmental Assessment and May 22, 1981 State Clearance. Task Seven: Coordination of State Review 24) Finalize Draft Revised Housing March 9, 1981 - Element and Submit for State June 10, 1981 Review. 25) Consider Suggested Revisions to May 7, 1981 - Draft Document and Prepare Final June 10, 1981 Revised Housing Element. 26) Consider State Findings Prior to June 10, 1981 - Adoption. July 6, 1981 27) Adopt Final Revised Housing Element. About July 6, 1981 Summary of Time Frame - -- October 29, 1980 -July 6, 1981 � 1 -1 4 - ♦� IV. FISCAL A. Professional Services Budget Summary Task One: Public Participation 1) Principal Consultant /70 hours @ $40 $ 2,800.00 2) Senior Consultant /24 hours @ $30 720.00 1 3) Associate Consultant /48 hours @ $25 1,200.00 Subtotal... $ 4,720.00 Task Two: Community Housing Market Analysis 1) Principal Consultant /16 hours @ $40 $ 640.00 2) Senior Consultant /32 hours @ $30 960.00 3) Associate Consultant /204 hours @ $25 51100.00 Subtotal... $ 6,700.00 Task Three: Assessment of Housing Needs 1) Principal Consultant /32 hours @ $40 $ 1,280.00 2) Senior Consultant /16 hours @ $30 480.00 3) Associate Consultant /272 hours @ $25 6,800.00 Subtotal... $ 8,560.00 Task Four: Assessment of Market and Public Constraints 1) Principal Consultant /24 hours @ $40 960.00 2) Senior Consultant /44 hours @ $30 1,320.00 3) Associate Consultant /71 hours @ $25 1,778.00 Subtotal... $ 4,058.00 Task Five: Formulation of a Housing Program 1) Principal Consultant /48 hours @ $40 $ 1,920.00 2) Senior Consultant /80 hours @ $30 2,400.00 3) Associate Consultant /220 hours @ $25 5,500.00 Subtotal... $ 9,820.00 Task Six: Environmental Documentation 1) Principal Consultant /15 hours @ $40 $ 600.00 2) Senior Consultant /30 hours @ $30 900.00 3) Sub - Consultant 17,733.00 Subtotal... $19,233.00 Task Seven: Coordination of State Review 1) Principal Consultant /16 hours @ $40 $ 640.00 2) Senior Consultant /8 hours @ $30 240.00 3) Associate Consultant /24 hours @ $25 _ 600.00 Subtotal... $ 1,480.00 Task Eight: Support Services a. Travel and Lodging $ 1,200.00 b. Telephone 300.00 c. Printing _ 162. (50 copies @ $3.25 each) Subtotal... $ 1,662.00 Housing Element Budget 37,000.00 Environmental Documentation Budget 19,233.00 TOTAL Budget $56,233.00 * This is a "Not to Exceed" proposal. As a result, the consultant will be compensated only for actual services rendered, in accordance with a schedule of fees. If existing data - that is reliable and current - is available, and /or if the City participates in the data collection process, the need for consultant services with regard to such activi- ties may be reduced. Budget savings may also result in other areas as well. B. Payment for Additional Services Requested by City Should the City require additional services beyond those specified in the contract with the consultant, during the term of such con- tract, said services shall be furnished pursuant to a separate agreement mutually negotiated between City and consultant. Con- sultant agrees to provide such service in accordance with the Schedule of Fees contained in the original contract. i -16- C. Schedule of Fees Principal Consultant $40 /hour Senior Consultant $30 /hour Associate Consultant $25 /hour Assistant Consultant $20 /hour Research Analyst $20 /hour Secretary $12 /hour D. Method of Payment The consultant shall invoice City on a monthly basis for actual services rendered during the preceding month.