HomeMy WebLinkAbout1999-2621
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RESOLUTION NO. 1999-26z
RESOLUTION OF THE CITY OF SAN BERNARDINO AWARDING AN
AGREEMENT TO PARSONS HARLAND BARTHOLOMEW & ASSOCIATES, INC.
TO REVISE THE HOUSING ELEMENT OF THE GENERAL PLAN FOR THE CITY
OF SAN BERNARDINO
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AS FOLLOWS:
SECTION 1. Planning Consultants PARSONS HARLAND BARTHOLOMEW &
ASSOCIATES, INC.'s proposal and qualifications meet and exceed the requirements that were
outlined in the Request for Proposal for preparing a revision to the City's General Plan
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Housing Element. An Agreement is awarded accordingly to said Consultant in a total amount
of $55,600, but such award shall be effective only upon being fully executed by both parties.
other proposals, therefore, are hereby rejected. The Mayor is hereby authorized and
14I (directed to execute said Agreement on behalf of the City; a copy of the Agreement is attached
Exhibit I and incorporated herein by reference as fully as though set forth at length.
17I I SECTION 2. This Agreement and any amendment or modifications thereto shall not
effect or become operative until the Agreement is fully signed and executed by the parties,
no party shall be obligated hereunder until the time of such full execution. No oral
amendments, modifications or waivers are intended or authorized and shall not be
21I limplied from any act or course of conduct of any party.
SECTION 3. This resolution is rescinded if the parties to the contract fail to execute it
sixty (60) days.
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1999-262
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RESOLUTION OF THE CITY OF SAN BERNARDINO AWARDING AN
AGREEMENT TO PARSONS HARLAND BARTHOLOMEW & ASSOCIATES, INC.
TO REVISE THE HOUSING ELEMENT OF THE GENERAL PLAN FOR THE CITY
OF SAN BERNARDINO
I HEREBY CERTIFY that the foregoing resolution was duly adopted by the Mayor and
ICommon Council of the City of San Bernardino at a joint regular meeting thereof, held on
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the lath day of
Council Members:
ESTRADA
LIEN
MCGINNIS
SCHNETZ
Vacant (Ward 5)
ANDERSON
MILLER
October
AYES
x
x
x
x
x
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1999, by the following vote, to wit:
NAYS ABSTAIN ABSENT
. ~~c.rv~-JC,
Rac eLClark, City Clerk
The foregoing resolution is hereby approved this -~ day of
October ,1999.
Valles, Mayor
f San Bernardino
roved as to form
legal content:
James F. Penman
City Attorney
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1999-262
AGREEMENT FOR PROFESSIONAL SERVICES
THIS AGREEMENT made and entered into this 18th day of October
1999, by and between the CITY OF SAN BERNARDINO and PARSONS HARLAND
BARTHOLOMEW & ASSOCIATES, Inc. ("Consultant").
RECITALS
1. Purpose
The purpose of this Agreement is to allow the City of San Bernardino to procure the services
of an experienced professional planning firm to revise the Housing Element of the General
Plan. The Housing Element will be revised to comply with the most recent requirements of
state law, meet the state-mandated deadline, achieve state certification and focus on
important local housing concerns.
2. Mission
The City hereby retains the Consultant in the capacity as Consultant for provision of the
services described in Attachment A (including Tasks 1 through 9 and Housing Survey Option
A). Consultant hereby accepts such responsibility as described herein.
3. Terms
This Agreement shall commence as of the day and year first above shown and shall remain in
full force and effect until the contract is completed or unless terminated earlier, as provided
herein. The Director or Development Services is authorized to approve line item adjustments
to the Agreement's program budget as long as either of such amendments aze upon the same
terms and conditions as specified herein.
4. Consultant Responsibilities
Consultant shall complete the work program described in Attachment A (including Tasks 1
through 9 and Option A). Consultant commits the principal personnel listed below to the
project for its duration:
Consultant•
FRANK B. WEIN, AICP
PARSONS HARLAND BARTHOLOMEW & ASSOCIATES, &
JEFFREY M. GOLDMAN, AICP
PARSONS HARLAND BARTHOLOMEW & ASSOCIATES
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1999-262
5. Replacement of Named Personnel
It has been determined that the individuals named in this Agreement are necessary for the
successful performance of this Agreement. No diversion or replacement of these individuals
shall be made by Consultant without written consent of the Department, provided that the
Department may ratify, in writing, within ten (10) days of diversion or replacement and such
ratification shall constitute the consent of the Department required by this clause. If the
Deparhnent fails to respond to Consultant within ten (10) days of notification by Consultant,
said personnel diversion or replacement shall be deemed approved.
6. Release of News Information
No news release, including photographs, public announcements or confirmation of same, of
any part of the subject matter of this Agreement or any phase of any program hereunder shall
be made without prior written approval of the Director of Development Services.
7. Confidentiality of Reports
Consultant shall keep confidential all reports, information and data received, prepared or
assembled pursuant to performance hereunder and that the Department designates as
confidential. Such information shall not be made available to any person, firm, corporation
or entity without the prior written consent of the Director of Development Services.
8. Compensation
The Consultant will be paid a lump sum of $55,600 for all work and services performed
under this Agreement. The City agrees to pay Consultant on a monthly basis. The Consultant
shall submit invoices on a monthly basis.
Payment shall be made within thirty (30) days of receipt of each invoice. Such payment shall
be payable to (Consultant).
9. Department Support
The Development Services Department shall provide Consultant with any plans,
publications, reports, statistics, records or other data or information pertinent to the services
to be provided hereunder which are reasonably available to the Department.
10. Independent Contractor
Consultant shall perform the services as contained herein as an independent contractor and
shall not be considered an employee of the City. This Agreement is by and between
Consultant and the City, and is not intended, and shall not be construed, to create the
relationship of agent, servant, employee, partnership, joint venture, or association, between
the Consultant and City.
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1999-262
11. Conflict of Interest
Consultant agrees for the teen of this Agreement not to enter into any agreement that will
insure to the detriment of the City of San Bernardino.
12. Successor and Assignment
The services as contained herein are to be rendered by Consultant whose name is as appears
first above written and said Consultant shall not assign nor transfer any interest in this
Agreement without the prior written consent of the Department.
13. Indemnification
Consultant agrees to indemnify, defend, and hold harmless City and their agents, officers and
employees from and against any and all liability, expense and claims for damages of any
nature whatsoever, including, but not limited to, bodily injury, death, personal injury, or
property damages arising from or connected with Consultant's negligent operations, or its
negligent performance under this Agreement.
14. Compliance with Laws
The parties agree to be bound by applicable federal, state and local laws, regulations and
directives as they pertain to the performance of this Agreement.
15. Non-Discrimination
In the fulfillment of the program established under this Agreement, either as to employment,
upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination,
rates of pay or other terms of compensation, selection for training, including apprenticeship
or participation in the program or the receiving of any benefits under the program, Consultant
agrees not to discriminate nor to allow any subcontractor to discriminate on the basis of age,
race, color, creed, religion, national origin, ancestry, sex, marital status or physical handicap.
16. Severabilitv
In the event that any provision herein contained is held to be invalid, void or illegal by any
court of competent jurisdiction, the same shall be deemed severable from the remainder of
this Agreement and shall in no way affect, impair or invalidate any other provision contained
herein. If any such provision shall be deemed invalid due to its scope or breadth, such
provision shall be deemed valid to the extent of the scope or breadth permitted bylaw.
17. Interpretation
No provision of this Agreement is to be interpreted for or against either party because that
party or that party's legal representative drafted such provision, but this Agreement is to be
construed as if it were drafted by both parties hereto.
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1999-262
18. Entire Agreement
This Agreement with Attachment A constitutes the entire understanding and agreement of the
parties.
19. Waiver
No breach of any provision can be waived unless in writing. Waiver of any one breach of
any provision shall not be deemed to be a waiver of any other breach of the same or any
other provision hereof.
20. Contract Evaluation and Review
The ongoing assessment and monitoring of this Agreement is the responsibility of the
Director of Development Services or designee.
21. Termination
The City or Consultant may terminate this Agreement for any reason at any time by mailing
by certified mail 30 days prior written notice of termination to the other party. In this event,
the Consultant shall be paid the reasonable value of services rendered to the date of
termination. In the event of any such termination, Consultant shall provide to City, without
charge, all documents, notes, maps, reports and data accumulated to the date of such
termination. Consultant further covenants to give its good-faith cooperation in the transfer of
the work to the City or to any other consultant designated by City following such
termination, and to attend and participate in any meetings at no cost to City as shall be
deemed necessary by the Director of Development Services to effectively accomplish such
transfer.
22. Warranty
Consultant expressly warrants that the project review will be performed with care, skill,
reasonable expedience, and faithfulness and that the deliverables and/or reports shall be fit
and proper for their intended use. Consultant further warrants that all work required under
this Agreement will be performed in accordance with generally accepted professional
practices within the area of expertise of the consultant, and sub-consultants.
23. Liabilit~nsurance
Consultant agrees to maintain throughout the term of this Agreement Comprehensive
General Liability Insurance in the amount of $1,000,000 combined single limit for each
occurrence and in aggregate; Automobile Liability Insurance and Worker's Compensation
Insurance.
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1999-262
24. Notice
Notices, herein shall be presented in person or by certified or registered U.S. mail, as
follows:
To Consultant: Anders J. Hauge
Parsons Harland Bartholomew & Associates
2233 Watt Avenue, Suite 330
Sacramento, California 95825
To City: Michael E. Hays, Director
City of San Bernardino
Development Services Department
300 North "D" Street, Third Floor
San Bernardino, California 92418
Nothing in this paragraph shall be construed to prevent the giving of notice by personal
service.
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1999-262
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed as
of the day and year first above shown.
CITY OF SAN
By:
Mayor
Approved as to fornr A rove as to program:
And legal content:
CITY OF SAN BERNARDINO,
Development Services Department
By: '~_ i
ity Attorney /~ '
By: G
Director
CONSULTANT
By:
(Signat
Name: ~ y~~Cr5 ~ ~~~ ~
1999-262
ATTACfIlVIENT "A"
Proposal to Prepare a
HOUSING ELEIIflENT UPDATE
Submitted to the
City of San Bernardino
'®®®®
®®®®
®®®®
®~~®
PARSONS
August 30, 1999
1999-262
City of San Bernardino Housing Element Update
~. CONTENTS
EXECUTIVE SUMMARY ............................................................................. ii
1. APPROACH .....................................................................................1-1
2. CONSULTANT'S ROLE .......................................................................2-1
3. OVERVIEW OF SCOPE OF WORK ............................................................. 3-1
4. EXCEPTIONS TO RFP .............................................................................4-1
5. STEPS TO REDUCE OVERALL COSTS ........................................................ 5-1
6. OTHER RELEVANT INFORMATION ..........................................................6-1
7. SCHEDULE ............................................................................................7-1
8. BUDGET AND FEES ...............................................................................8-1
9. QUALIFCATIONS AND EXPERIENCE ........................................................ 9-1
10. REFERENCES ......................................................................................10-1
ATTACHMENTS (UNDER SEPARATE COVER
Sample Housing Element
Sample Document Format
CONTENTS
1999-262
City of San Bernardino Housing Element Update
~. UNDERSTANDING & APPROACH
A. Understanding of Key Issues
The City of San Bernazdino seeks to update
its Housing Element to meet state law,
address current conditions and needs, and set
the direction for meeting future needs.
Pazsons will provide the necessary technical
analysis and recommendations to address
San Bernazdino's community chazacter and
achieve state certification of its Housing
Element.
The City has experienced modest population
growth during the 1990s and expects that
growth to continue over the next five yeazs.
Projected growth will not likely strain the
City's capacity to plan for additional
housing or designate sufficient sites. Some
vacant land may need to be rezoned for
higher density use to accommodate
affordable housing, depending on the final
regional housing numbers.
preserving existing affordable housing, and
improving older neighborhoods.
B. Overall Approach
With this focus in mind, Pazsons will use the
following process to complete the Housing
Element update:
1. identify and focus on those issues that
will be relevant to the update, in contrast
to preparing an entirely new Housing
Element;
2. identify data that should be updated from
the current Housing Element, data
sources, potential data gaps, and
methods of addressing those gaps;
3. survey housing conditions and identify
azeas in which the City should
concentrate its efforts in improving those
conditions (this is identified as an
optional task in the City's RFP);
Aside from accommodating additional
housing, particularly for future low-income
residents, San Bernazdino faces even greater
challenges: 1) preserving existing affordable
housing, and 2) conserving and improving
the existing housing stock. Over half of the
City's housing is more than 40 yeazs old,
and over 20% more than 60 yeazs old. Most
of these older homes aze dwellings for
working families.
These facts suggest that the preservation and
improvement of the existing housing stock
should be the primary focus of the Housing
Element update, with a secondary focus on
accommodating the City's regional share of
affordable housing. Policies and programs
should also emphasize the City's approach
to assisting residential property owners in
maintaining and improving their homes,
4. involve the Common Council, Planning
Commission, and the public in a
collaborative process of fact-finding,
and proposing new housing strategies;
5. identify funding resources that the City
can access to implement policies,
programs, and objectives in the updated
Housing Element;
6. advise the City on key issues and state
requirements that must be addressed to
achieve state certification of the updated
Housing Element; and
7. review the consistency of the Housing
Element update with other General Plan
elements and City documents that
directly or indirectly influence housing
policy.
UNDERSTANDING & APPROACH 1-1
1999-262
City of San Bernardino Housing Element Update
Since the City is interested in incorporating
neighborhood solutions and programs in its
approach to physical and social problems
related to housing, Pazsons will also take
this approach in updating the City's Housing
Element.
Pazsons will evaluate how housing programs
can be linked to support services that will
improve residential neighborhoods and
better residents' total needs. Parsons will
track how the City's achievements under the
current Housing Element have contributed to
neighborhood revitalization and health, and
Pazsons will recommend revisions to
existing programs if Parsons concludes that
current programs do not contribute as much
as they could or should to neighborhood
solutions.
Finally, Pazsons will identify local, state,
federal, and private resources that can assist
the City in taking a neighborhood-based
approach to achieving its housing objectives.
finding, that addresses each requirement
of state law and important local issues;
6. preparing a draft Housing Element for
city staff review, to be submitted with a
draft Initial Study/ Negative Declazation
(IS/ND);
7. preparing a public review draft
(subsequent to incorporating City staff
comments) for the Planning
Commission's public hearing;
8. assisting the City in obtaining state
review and comments on the draft
Housing Element;
9. preparing a final draft (that incorporates
Planning Commission, Common
Council, and relevant state comments)
that is ready for Council review at a
public hearing, to be submitted with a
final IS/ND; and
10. making final revisions and submitting a
final Housing Element for Council
adoption.
C. Approach to Scope of Work
Pazsons' approach to the Scope of Work
identified in the City's RFP will consists of:
1. identifying and scoping the issues on
which to focus the revision;
2. identifying opportunities and constraints
affecting the City's ability to meet its
housing needs;
D. Project Management
Jeff Goldman, AICP, of Pazsons will
manage the project. Sub-consultant Sharon
Hightower of Hightower/Associates will
provide additional local presence. Jeff and
Shazon will work jointly to provide a
seamless project management team that
works directly with city staff.
3. evaluating the City's achievements
under its current Housing Element and
recommending additional approaches
that will allow the City to meet
affordable housing needs;
4. identifying information resources critical
to evaluating housing needs and ways to
meet those needs;
5. preparing a housing needs assessment,
based upon the focused issues and fact-
UNDERSTANDING & APPROACH 1-2
1999-262
City of San Bernardino Housing Element Update
2. CONSULTANT ROLE
Parsons' role throughout the project will be
to support city staff in achieving the
objectives of revising the Housing Element
by the state-mandated deadline, meeting the
requirements of state law, achieving state
certification, and focusing on important
local housing concerns.
In its role as an extension of city staff,
Parsons will closely coordinate all activities
with the City's project manager, including
scheduling of work, submission of work
products, city review, preparation for and
attendance at meetings, and contacts with
the public. Although Pazsons is
independently responsible for meeting
scheduled deadlines and product
deliverables, we are part of the city "team"
in assuring that the City's objectives aze met
in revising the Housing Element.
In fulfilling this role, Parsons will be
responsible for:
• providing the City with timely requests
for information;
• providing timely communication on
progress, problems, and resolution of
issues;
• preparing all deliverables on schedule
and budget; and
• preparing for and attending staff and
public meetings that are included in the
scope of work.
Pazsons expects that City to assume
responsibility for:
• providing information in its possession
in a timely manner;
• providing data on housing program
accomplishments under its current
Housing Element;
• coordinating logistics for meetings;
• providing comments within scheduled
time frames; and
• providing contact information for
individuals, agencies, or organizations
that will be key to the update of the
Housing Element.
CONSULTANT ROLE 2.1
1999-262
City of San Bernardino Housing Element Update
.3. OVERVIEW OF SCOPE OF WORK
The City has identified nine tasks in its
RFP for the update of its Housing
Element. These are:
1. Background Reseazch
2. Physical Condition of Residential
Housing Stock (optional task)
3. Housing Needs Assessment
4. Review and Identification of
Community Housing Issues and Goals
5. Prepazation of Screen-Check
Draft/Draft Housing Element
6. Preparation of Approved Draft
Housing Element for State Review
7. Preparation of an Initial Study
8. Coordination of State Review and
Revision of Housing Element for
Council Adoption
9. Prepazation of Final Environmental
Documentation
Task 1: Background Research
1A. KICK-OFF MEETING
Parsons will meet with City staff to
confirm a specific schedule for
completing the scope of work, a work
plan for ensuring that deliverables meet
the City's expectations, data resources
that the City will provide, and the public
involvement process. Jeff Goldman and
Sharon Hightower will attend this
meeting.
'I B. COLLECT DATA
Parsons will rely on existing sources of
data to complete the needs assessment.
The first task will be to provide the City
with a list of data requirements that will
address state housing element law. The
list will relate the type of information
needed to address each state housing
element requirement.
Parsons will make direct contacts with
other agencies and organizations that
may have needed information, but will
expect City staffto identify and provide
relevant data within its possession and
contact names of agency/organization
staff (if known to the City).
Parcel data available through the City's
GIS and/or the County's land use
inventory data base will be requested
and used to facilitate the evaluation of
land availability.
1C. REVIEW EXISTING INFORMATION
Parsons will review existing housing,
land use, and demographic data from the
City, other public agencies, community
organizations, and private entities to
develop a data resources inventory and
identify potential data gaps. Pazsons
will report to the City on any gaps, how
they might be addressed, and
recommended assumptions that can
reasonably be made in the absence of
available data.
Task 1 Deliverables
1. Meeting notes confirming
substantive decisions made.
2. Data Report to City staff noting
information to be included in the
OVERVIEW OF SCOPE OF WORK 3-1
1999-262
City of San Bernardino Housing Element Update
update, data sources, data gaps, and
proposed resolution of data gaps.
Task 2: Housing Condition
Survey (Optional Task)
The condition of the City's housing
stock is a critical issue in the updating of
the Housing Element. Pazsons
recommends that the update include, at a
minimum, a random spot-check of
dwelling units to estimate whether there
has been a substantial change in housing
conditions since the 1995 survey.
Pazsons has included spot-checking of
housing conditions as a sub-task in Task
3, Housing Needs Assessment. Spot-
checking of housing conditions will
not be an optional task but part of the
base fee.
Should the results of the spot-check
indicate that substantial changes in
housing condition have occurred,
Pazsons recommends one of two
approaches to updating the 1995 survey
as an optional task. These aze
described below.
• conduct an initial spot-checking of
azeas identified in the 1995 survey as
having deteriorated housing
conditions, and
• collaborate with the City to confirm
the priority azeas to re-survey.
The survey will focus on neighborhoods
with the most deteriorated housing
conditions and "borderline" neighborhoods
that had a moderate proportion of
substandazd dwellings in 1995.
Parsons will work with City staff to
develop and apply appropriate criteria
for determining tazgeted and borderline
neighborhoods. These criteria will
include the proportion of substandard
dwellings in relation to the city as a
whole, the relative age of neighborhood
housing, and the proportion of rental
housing.
The objective of this option will be to
provide a tazgeted and strategic updating
of the 1995 housing condition data base
that can be incorporated into the City's
GIS.
MEETING WITH CITY STAFF
Prior to conducting an optional housing
condition survey, Pazsons will meet with
City staff to decide on the type of survey
desired, the targeted areas for the survey,
and the format for reporting on results.
OPTION 1: UPDATE OF 1995 SURVEY
Under this option, Parsons will identify
high priority neighborhoods in which the
1995 conditions survey should be
updated. Prior to recommending areas
for updating of the previous survey,
Parsons will:
• review the 1995 survey results,
Under this option, Pazsons will survey a
maximum of 5,000 dwelling units in
targeted and borderline neighborhoods
for an additional budgeted fee (see
Section 8).
OPTION 2: CONDUCT NEW HOUSING
CONDITION SURVEY
Under this option, Pazsons will
collaborate with city staff to identify
areas of the City with significant
percentages of pre-1970 housing. The
housing condition survey will focus on
those areas. Pazsons will also conduct a
spot-check of areas with housing
constructed during the 1970s, as some of
these azeas may be experiencing the
OVERVIEW OF SCOPE OF WORK 3-2
1999-262
City of San Bernardino Housing Element Update
beginning signs of deterioration. Any
azeas that appeaz to have a high
proportion of dwellings exhibiting
deferred maintenance or outright
substandard conditions will be included
in the new survey.
The objective of this approach will be to
provide a new, comprehensive data base
of housing conditions that can be
incorporated into the City's GIS.
Under this option, Parsons will survey a
maximum of 25,000 dwelling units in
identified neighborhoods for an
additional budgeted fee (see Section 8).
This number is based on discussions
with city staff, who have indicated that
as much as 40% of the City's housing
stock could be deteriorated.
A point score will be assigned to each
component to be evaluated for each
dwelling. The score depends on the
condition of that component. A total
score will then be assigned to the
dwelling unit. The condition of the unit
is rated based on the total point score.
Condition ratings include "sound," "in
need of rehabilitation" and "dilapidated"
(in need of replacement). If requested
by the City, Parsons can further
distinguish between dwellings in need of
minor repairs and those in need of
moderate to substantial rehabilitation.
Task 2 Deliverables
1. housing conditions survey report (1
electronic version, 1 reproducible
version, and 1 bound copy).
PROCESS FOR COMPLETING A HOUSING
CONDITION SURVEY
The approach outlined in this section
will apply to either option described
above.
Pazsons will conduct alot-by-lot survey
of target area identified by the City and
Parsons. The survey will note the
chazacteristics of individual properties
by address and report on the results by
street and neighborhood. The level of
detail of analysis will be appropriate to a
"drive-by" survey and will focus on
major exterior components of dwelling
units.
The housing condition survey will use a
methodology recommended by the
California Department of Housing and
Community Development that evaluates
major structural and exterior components
of dwellings, such as windows, doors,
walls (siding), foundations, paint, roofs,
and electrical systems (if visible).
2. Updated housing conditions data
base OR new housing condition data
base.
Task 3: Assessment of Housing
Needs
3A. COMMUNITY PROFILE
Pazsons will analyze data collected in
Task 1, and report on our conclusions as
they relate to state housing element law
requirements. The results of the housing
condition spot-check will also be
included. Examples of the types of data
that will be included in the analysis are:
• population trends and household
characteristics in the City of San
Bemazdino and potential annexation
areas;
• housing characteristics, cost, and
condition;
• household income in relation to
housing cost and ability to pay;
OVERVIEW OF SCOPE OF WORK 3-3
1999-262
City of San Bernardino Housing Element Update
• characteristics and particular needs
of special population groups;
local issues that should be included in
the needs assessment.
• the status of "at-risk" housing;
• the availability and allowed
development density of vacant land
zoned for residential use;
• non-governmental constraints that
might affect the ability of public and
private organizations to meet the
City's Housing Element objectives;
and
• governmental factors that might
affect the availability and cost of
housing.
38. EVALUATION OF CURRENT
HOUSING ELEMENT
Parsons will provide: 1) a program-by-
program analysis of achievements, and
2) a performance evaluation based on the
quantified objectives in the current
Housing Element. The report will
indicate the housing type and population
group affected by each existing program,
the targeted income level(s), and the
number of housing units constructed,
rehabilitated, subsidized, or otherwise
affected.
This report will also identify factors
affecting the City's achievements
(positively and negatively), and whether
changes in policies and programs can
overcome constraints to the City's
achievement of its new Housing Element
objectives.
3C. HOUSING NEEDS ASSESSMENT
Pazsons will identify and analyze
existing and projected housing needs by
housing type and population sub-group,
including special needs categories, as
required by state housing element law.
Parsons will also identify additional
Provide Outline for Assessment
To ensure that all required issues aze
addressed, Parsons will provide the City
with an outline containing the relevant
topics and how they will be analyzed.
Analyze Governmental Constraints
Pazsons will document zoning and other
local regulatory requirements that
substantially affect the City's ability to
facilitate, and the building industry's
ability to supply, housing for all income
groups. The governmental constraints
analysis will also include:
• an evaluation of any unique local
building requirements and how they
may affect housing cost and
availability;
• the permit process, including
development and permit fees and
timelines (Parsons will provide a
summary table showing typical
permit process times and costs); and
• other local regulations, standazds, or
governmental practices that affect
the construction, conservation, or
rehabilitation of housing.
Analyze Non-governmental Constraints
Pazsons will provide an analysis of:
• financing costs and availability, how
these affect housing affordability,
and whether there are local financing
constraints;
• land costs;
• construction costs, and whether there
are specific local conditions affecting
those costs; and
OVERVIEW OF SCOPE OF WORK 3-4
1999-262
City of San Bernardino Housing Element Update
• environmental factors that constrain
the home building industry in
meeting the City's housing needs.
Analyze Special Housing Needs
Pazsons will describe the chazacteristics,
and estimate the number of, individuals
and families with special needs that
might not ordinarily be met by the
private mazket without specific
governmental action. The analysis will
focus on those issues that make these
groups' needs unique.
Present Opportunities for Energy
Conservation
Parsons will identify and analyze energy
conservation measures that offer savings
in the construction, operation, or
maintenance of housing. Examples of
measures Pazsons will examine and
evaluate aze energy conserving site
design and layout; the use of
landscaping, building and appliance
standazds; and development patterns that
can reduce energy use from
transportation.
Review City's Regional Share
(RHNA) Numbers
Pazsons will review the City's assigned
regional shaze of new construction
housing need and incorporate that
number into the Regional Housing
Needs Assessment (RHNA). If there are
substantial changes (or anticipated
changes) in local conditions that may
increase the demand for housing beyond
the assigned regional share, Parsons will
report on these factors to City staff and
seek direction. An example would be a
larger-than-anticipated increase in local
employment.
Analyze "At-Risk" Housing
Pazsons will provide an inventory and
analysis of assisted housing that could
convert to market-rate housing and
become unaffordable to lower-income
households. Such housing includes most
types of locally, state, or federally
subsidized, density bonus and
inclusionary units. Our analysis will
address all of the state law requirements
and provide a cost estimate to replace or
acquire such units.
Funding Sources
Pazsons will identify local, state, federal,
and private financial resources that the
City might use to meet the identified
housing needs and implement
recommended housing programs.
Sites for Homeless Shelters
Parsons will evaluate the City's zoning
code and other regulations to determine
whether sufficient sites exist in which
homeless facilities are permitted.
Parsons will document the zones in
which such facilities may locate and the
conditions under which they are
permitted. If Pazsons concludes that
existing zoning requirements do not
provide adequate locations for homeless
facilities, Pazsons will recommend a
program in the Housing Element, but
only if the housing needs analysis
indicates a need for such a facility.
Spot-Check Housing Condition
Survey
Pazsons will conduct a random sample
spot-check survey of housing conditions
(maximum of 400 dwelling units) to
determine the likelihood that housing
OVERVIEW OF SCOPE OF WORK 3-5
1999-262
City of San Bernardino Housing Element Update
conditions have changed substantially
since 1995. The spot-check will provide
the City with the data necessary to make
an informed decision as to whether to
authorize an update of the 1995 survey
or a new, comprehensive survey. The
spot-check will also allow the City to
identify specific target neighborhoods or
azeas of concerns on which to focus the
survey.
The spot-check survey will be conducted
according to the procedures and using
the rating system outlined in Task 2.
Task 4: Review and Identify
Issues & coals
4A. FORMULATE TOPICS/ISSUES
Pazsons will outline the primary issues
of concern on which to focus in the
Housing Element. It is important to
identify issues that will frame the needs
assessment, because the resolution of
these issues will affect the direction the
City takes for the Housing Element
update.
3D. MEETING WITH CITY STAFF
Parsons will meet with City staff to
discuss the results of the fact-finding and
housing needs assessment and the spot-
check survey.
Task 3 Deliverables
1. "Community Profile and Housing
Needs Assessment Report"
summarizing need by category as
required by state housing element
law (1 reproducible and 3 copies).
2. Program Evaluation Summary noting
City achievements, factors affecting
achievement, and recommendations
for changes to policies or programs
to address potential constraints to
City's achievement of future
objectives (1 reproducible and 3
copies).
3. Report on results of spot-check
housing conditions survey (1
reproducible and 3 copies).
Some of the major issues are:
• the preservation of older housing and
single family neighborhoods;
• the accommodation of affordable
housing among newer housing
developments; and
• the identification and con•ection of
substandard housing conditions
among multifamily developments.
4B. IDENTIFY OPPORTUNITIES AND
CONSTRAINTS
Opportunities represent resources and
other factors that potentially contribute
to the City's ability to achieve its
Housing Element objectives.
Constraints are those factors that
potentially detract from, or constrain, the
City's ability to achieve its housing
objectives.
Parsons will reseazch these factors and
prepaze a report to the City on how they
may be addressed in the Housing
Element. This "Opportunities and
Constraints Report" will be important in
shaping the evaluation of previous
achievements by documenting factors
affecting past performance. The
"Opportunities and Constraints Report"
OVERVIEW OF SCOPE OF WORK 3-6
1999-262
City of San Bernardino Housing Element Update
will also assist in developing new or
revised policies and programs for the
updated Housing Element.
4C. MEETING WITH CITY STAFF
Parsons will meet with City staff to
discuss the key issues and goals for the
focus of the Housing Element Update.
Task 4 Deliverables
1. Memorandum that identifies key
issues for the Housing Element
update, the revisions needed, and
opportunities and constraints.
Task 5: Screen-Check Draft
Housing Element
5A. PREPARATION OF DRAFT HOUSING
ELEMENT
Pazsons will prepare a draft Housing
Element that contains:
1. the housing needs assessment and
conclusions;
2. the housing program evaluation;
3. an identification of potential funding
to implement housing programs;
4. a general plan consistency analysis
with findings and recommendations
for amendments to achieve
consistency between the Housing
Element and other General Plan
Elements; and
5B. STAFF MEETING
Parsons will meet with City staff to
discuss comments, unresolved issues, or
the reasons for our conclusions and
recommendations.
5C REVISE SCREEN-CHECK DRAFT
Parsons will revise the screen-check
draft according to city staff comments
and provide a revise draft ready for
public circulation and review.
5D. PUBLIC WORKSHOPS
Pazsons will be present at up to two
public workshops, one public hearing
before the Planning Commission, and
one public hearing before the Common
Council to explain the draft Housing
Element update. As an altemative,
Parsons can attend one public workshop
on the draft Housing Element and a
second public workshop on a revised
draft that reflects comments of State
HCD. The schedule in Section 7 shows
this alternative.
Parsons will prepaze public presentation
materials for these meetings.
Task S Deliverables
1. Screen check draft Housing Element
update with all supporting materials
and appendices (1 electronic version,
1 reproducible version, and 1 bound
copy).
5. a five-year program schedule, with
quantified objectives, addressing the
constmction, improvement,
maintenance, and preservation of
housing for all income groups.
Pazsons will request that all comments
be coordinated by the City's Project
Manager and be provided in one set.
2. Public review draft (1 electronic
version, 1 reproducible version, and
1 bound copy).
3. Public presentation materials
(Powerpoint Presentation highlighting
the Housing Element update, 1
reproducible hand-out based on
Powerpoint presentation),
OVERVIEW OF SCOPE OF WORK 3-7
1999-262
City of San Bernardino Housing Element Update
Task 6: Approved Draft
Housing Element
Task 7: Initial Study
7A. MEETING WITH CITY STAFF
6A. REVISIONS TO DRAFT
Parsons will revise the draft Housing
Element update based on comments
received from the public, other
agencies/entities on the City's
distribution list, the Planning
Commission, and the Common Council.
Pazsons will prepaze a comments matrix
noting the comment, comment source,
section(s) of the Housing Element
affected by the comment, and the type of
change(s) needed to address the
comment. Based on input from staff,
these comments will be incorporated
into the final draft Housing Element
update that will be submitted for review
to the State of Califomia.
66. MEETING WITH CITY STAFF
Pazsons will meet with City staff to
review comments and revisions prior to
submission of the draft Housing Element
update to the California Department of
Housing and Community Development
(State HCD).
Task 6 Deliverables
I. Compilation of comments on the
draft Housing Element.
2. MCC-approved draft Housing
Element update for review by the
State of Califomia (1 electronic
version, 1 reproducible version, 1
bound copy for City, and 2 bound
copies for review by State HCD).
Pazsons will meet with city staff to
develop an approach to the Initial Study
(IS) and Negative Declazation (ND)
format, content and response to
comments. This will coincide with the
staff meeting to discuss the results of the
Housing Needs Assessment (Task 3d)
and housing program evaluation so that
Parsons can present any issues that may
need resolution during the environmental
evaluation.
TB. PREPARE ADMINISTRATIVE DRAFT
Parsons will prepare an IS/ND using the
most cun•ent Environmental Checklist
Form in Appendix G of the CEQA
Guidelines. The IS/ND will consist of a
Project Description, CEQA
Environmental Checklist, Discussion of
Environmental Issues, and References.
The project description will summarize
the proposed Housing Element
amendments, areas of the City affected
by specific programs that may have
significant impacts, and general location
maps showing the areas of the City
affected by those proposed programs.
The IS/ND will include a brief
discussion of each issue item in the
Enviromnental Checklist, with more
thorough analysis given to those items
that could result in potentially significant
impacts. Pazsons will also identify
standard and specific mitigation
measures to reduce adverse effects to
less-than-significant levels.
Conformity with the other elements of
the General Plan will be included in the
analysis. If mitigation measures are
required to reduce impacts to a less than
significant level, they will be identified
OVERVIEW OF SCOPE OF WORK 3-8
1999-262
City of San Bernardino Housing Element Update
as such, and incorporated into the
description of the proposed project.
The intent of the Housing Element is to
meet the most current requirements of
state law, update quantified objectives
for housing, and revise policies and
programs to achieves those new
objectives. Pazsons assumes that the
Housing Element update will not require
changes in land use or other general plan
policies that would result in significant
environmental impacts covered under
CEQA or that could not be mitigated to a
less-than-significant level.
Pazsons will thoroughly evaluate
potential land use and other changes,
however, to ensure that no significant,
unntitigable impacts will result from the
adoption of the Housing Element. In
particular, the IS will evaluate potential
impacts of changes in General Plan or
zoning designations to provide
additional higher density residential
vacant land to meet the City's affordable
housing needs.
7C. MEETINGS WITH ENVIRONMENTAL
REVIEW COMMITTEE (ERC)
Pazsons will meet with the ERC to
review and receive comments on the
screen-check draft of the Initial Study.
Parsons will attend up to 2 meetings.
7D. REVISED INITIAL STUDY
2. Revised draft IS/ND (1 electronic
version, 1 reproducible version, and
1 bound copy).
Task 8: Coordination of State
HCD Review and Document
R2VISIOnS
Pazsons' approach to state review is
proactive rather than reactive. We will
identify any unresolved prior issues and
head-off future issues or concerns during
the review of the updated Housing
Element. If necessary, we will meet in
person with the state reviewer and the
head of the Housing Element Review
Section to ensure that they understand
the City's approach to the update and the
local issues that form the focus of that
update.
Parsons' objective is to ensure that all
potential issues have been identified that
could crop up during state review and
that the reviewer thoroughly understands
the basis for the updated Housing
Element. By following this approach,
Pazsons can reduce the likelihood that
substantial changes will have to be made
to the draft Housing Element as a result
of state review.
This proactive approach to handling
state review of the Housing Element
assumes that the City has no unresolved
findings from the last state review of its
Housing Element.
Pazsons will revise the Initial Study
based on ERC comments and submit the
revised Initial Study to city staff.
Task 7 Deliverables
1. Screen check draft IS/1VD (1
electronic version, 1 reproducible
version, and 1 bound copy)
8A. MEETING WITH CITY STAFF
Parsons will meet with City staff to
review State HCD's comments on the
draft Housing Element update and to
discuss possible revisions to address
those comments.
OVERVIEW OF SCOPE OF WORK 3'9
1999-262
City of San Bernardino Housing Element Update
8B MEETING WITH HCD REVIEWER
At the City's request, Parsons will attend
up to two meetings with the state HCD
reviewer: 1) one prior to submitting the
draft Housing Element to explain the
City's approach and key issues that the
Housing Element addresses, and 2) one
following state review to discuss HCD's
comments and potential revisions to
address those comments.
that complements and reinforces the key
points of the documents.
After the layout concept has been agreed
to, Parsons will prepaze a mock-up so
that city staff can see how the finished
product might look. Pazsons suggests
that the Housing Element be prepared as
a four-part document:
1. executive summary with emphasis
on visual presentation of data;
HC. REVISION OF HOUSING ELEMENT
Pazsons will prepaze a final Housing
Element for Planning Commission
review and Common Council adoption.
To ensure that the final document
incorporates the appropriate changes,
Parsons will provide City staff with a list
of comments received, the affected
Housing Element section(s), and the
changes we recommend.
If, at the public hearing, the Common
Council directs that further changes be
made to the Housing Element, Pazsons
will list the requested changes, and the
affected Housing Element section(s). If
any of the changes involve substantive
needs assessment, policy, or program
issues, Pazsons will recommend that the
changes be reviewed by the State of
California prior to Common Council
adoption of a final Housing Element (see
Task 8 regarding state review).
8D. FINAL PRODUCT
Parsons will meet with City staff to
discuss concepts for the final layout and
graphic presentation of the Housing
Element. The purpose of this discussion
will be to develop a product that is easy
to read, highlights key housing issues
and actions the City will take, and
provides a graphically interesting layout
2. policy and program section outlining
City actions with a summary table of
quantified objectives;
3. housing needs section that highlights
the key findings and conclusions;
and
4. appendix the contains detailed data
compiled during the prepazation of
the housing element and a more
detailed description of specific
programs the City will implement.
Task 8 Deliverables
1. Memo to City staff on potential state
review issues and their resolution.
2. Summary of state comments.
2. Final Housing Element update (1
electronic version, 1 reproducible
version, and 1 bound copy)-
Task 9: Preparation of Final
Environmental Documents
9A. ATTENDANCE AT PUBLIC HEARINGS
Pazsons assumes that the public hearing
on the ND will be combined with the
public hearing on the draft Housing
Element.
OVERVIEW OF SCOPE OF WORK 3-10
1999-262
City of San Bernardino Housing Element Update
96. RESPONSE TO COMMENTS
The City will be responsible for filing
the IS/ND with the State Clearinghouse
(if needed) and circulating the IS/ND for
public and agency review and comment.
Parsons will prepare responses to
comments received during the public
review process prior to Common
Council adoption of the updated
Housing Element. Pazsons will prepaze
a Responses to Comments section for
inclusion in the Final IS/ND as an
Appendix and will modify the
Discussion of Environmental Issues and
specific mitigation measures as needed.
Task 9 Deliverables
1. Report on comments, comment
sources, mitigation/monitoring
measure(s) affected, and recommended
changes.
2. Final Negative Declazation (1
electronic version, 1 reproducible
version, and 1 bound copy).
OVERVIEW OF SCOPE OF WORK 3-11
1999-262
City of San Bernardino Housing Element Update
4. EXCEPTIONS TO THE C/TY~S REQUEST FOR PROPOSALS
Parsons has identified the following
exceptions to the City's RFP.
Task 1
Parsons will attend one staff
Pazsons assumes that information provided
by the City will be in a format that may be
used directly by the Consultant.
Task 2
Pazsons will conduct a random sample spot
check of up to 400 dwelling units as part of
the base fee.
Task 3
Parsons assumes that the City will provide
accurate and complete records on
individuals, households, and/or dwellings
assisted under its housing and community
development programs. The budget does
not include time for researching program
activities or reviewing case files to create a
record of program achievements.
Pazsons assumes that the City will provide
accurate and complete records on the status
of multifamily rental projects at-risk of
conversion to market-rate housing. The
budget does not include time for researching
the status of such developments within the
City.
Parsons assumes that the City will provide
an accurate and complete vacant land
inventory. The budget does not include time
to reseazch and verify the number of acres
and location of vacant land by zoning
category.
Task 8
The budget does not include the cost of
revisions to the Housing Element resulting
from a second State HCD review if such
review is needed due to Council-directed
changes not in conformance with HCD's
original comments. Pazsons will charge for
time and materials to make such revisions.
In working with the City to develop an
appropriate graphic layout and approach to
the text, Parsons will provide the number of
hours of graphics support indicated in the
budget (Technical Support). If the City
desires a more sophisticated, graphically
complex product that will require additional
hours beyond those budgeted, Parsons will
charge for the additional services on a time
and materials basis.
Task 9
The budget assumes that Pazsons will
respond to 10 comments on the draft IS/ND
(other than City staff comments).
General Exceptions Applicable to
All Tasks
Pazsons will prepare Powerpoint
presentations for public meetings but not
presentation boazds. The Powerpoint
presentation maybe used by the City to print
presentation boazds.
Parsons will attend one meeting with City
staff for Tasks 2-8.
EXCEPTIONS 4'~
1999-262
City of San Bernardino Housing Element Update
$. GENERAL STEPS TO REDUCE COST
Parsons has identified the following actions
that could reduce the overall contract cost of
completing the Housing Element update
while achieving the same essential
objectives:
1. Have City staff prepare all presentation
materials.
2. Combine public hearings on draft
Housing Element with draft Initial
Study.
3. Reduce the number of staff meeting with
consultants from 8 to 4.
4. Rely on a random spot-check to estimate
changes in housing conditions since
1995.
5. Have City staff collect all information
identified by consultant as necessary to
complete the Housing Element update.
GENERAL STEPS TO REDUCE COST 5-1
1999-262
City of San Bernardino Housing Element Update
6. OTHER RELEVANT INFORMATION
Project Manager
Jeff Goldman has prepared over 20 housing
elements during the past IS years, of which
approximately 75% have been certified by
the California Department of Housing and
Community Development. Among the
certified housing were those for the cities of
West Sacramento and Newport Beach, each
of which was a controversial and high
profile element.
Sub-Consultant
Sharon Hightower has extensive experience
in the Inland Empire and the San Bemardino
area on a wide range of planning and
environmental issues. She was formerly the
Planning Director of San Bemardino County
and continues to provide planning services
to the County. She also provided planning
services to the City of Redlands in
evaluating the potential impacts of a
proposed growth initiative on housing and
other issues.
GRAPHICS AND LAYOUT
Parsons has a full-service graphics
department at its Pasadena office and a
graphics specialist at its Sacramento office.
Parsons will work with the City to develop a
graphic layout and approach to the text that
will best present the key points of the
document and be easy to read.
OTHER RELEVANT INFORMATION 6-1
1999-262
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1999-262
City of San Bernardino Housing Element Update
S. BUDGET AND FEE SCHEDULE
Proposed Cost by Task
Certifications:
1. The City's RFP for the Housing Element
Update shall be incorporated in its
entirety as a part of Pazsons' cost quote.
2. The City's RFP and this proposal shall
jointly become the Scope of Work for
Professional Consultant Services for the
project and for the purpose of this
budget.
3. The services to be provided, and the fees
therein, will be in accordance with the
City's RFP except as otherwise specified
in the Consultant's quote under the
heading "Exceptions to the City's
Request for Proposals" (Section 4).
Task
Proposed Cost
I. Background Reseazch $ 2,500
3. Housing Needs Assmnt. $19,000
4. Housing Issues & Goals $ 2,000
5. Screen-Check Draft $10,500
6. MCC-Approved Draft $ 3,000
7. Initial Study $ 4,000
8. State HCD Review $ 3,000
9. Final Environmental Docs. 1 000
TOTAL $45,000
2. Hsg. Survey (Option A) $10,600
Hsg. Survey (Option B) $40,600
Budget Notes
1. This budget includes attendance at 8
staff meetings, 2 public workshops, 2
Planning Commission meetings, 2
Common Council meetings, 2
Environmental Review Committee
meetings, and 2 meetings with State
HCD. Attendance at additional meetings
will be billed at the hourly rates shown
on page 8-3.
2. The budgets for Tasks 7 and 9 assume
the preparation of a Negative
Declazation. If a mitigation monitoring
program or an EIR is required, Parsons
will prepare a separate cost proposal for
these tasks.
BUDGET AND FEE SCHEDULE 8-1
1999-262
City of San Bernardino Housing Element Update
San Bernardino Hou sing Elem ant Bud get
TASK Sla tilnp Ta tel labor
G ate9ory Av9~Rab Houra Oert OOta TOlal LO{l
1 Prin. Tech. Db 5154.00 1 5154
aack9rountl Prin. Planner 586.00 0 f]Od
R eaaarcn Hlg blow er 5115.00 d 5060
Assoc. Planner 553.00 18 5832
AEmin. Support fd] 00 2 594
sublo sal ]1 52.244 5300 E2.54d j 1,500
E Prln. Tech. DU. 5156.00 8 5920
N oualn8 Prin. Planner 506.00 60 55,200
Needs Highlow er 5115.00 30 53,050
A ateaam ant Assoc. Planner (52.00 110 35,]30
Tech. $PDpo rt 558.00 20 51.130
Atlmin Support SI] 00 30 21,410
su blolal 258 S1I.900 51.100 f19,DDd j 18,000
d Prln. Tetn. Dir 5154.00 1 5154
N ousin8 la au ea Prin. Plan ner 588.00 6 5520
a Goals Hiphlow er E11$AO 0 5920
A ssoc. Planner 352.00 3 5100
Atlmin SupPOrl 50].00 1 fN
subto lal 18 51,]53 5200 51,953 j s,ooo
E Prin. Tech. Do-. 5154.00 4 5818
D ran x. E. Prin. Planner 508.OO 20 S1.T80
H lBhtow ar 5115.00 20 52,300
Assoc. Planner 552.00 80 53,120
T ech. Support 558.00 12 fe]2
Atlmin $ppp0 rl 56].00 12 5584
sublo lal 120 59,033 (1,500 $10,5]2 j 10,500
8 Prin. Tecn Dir 5154.00 1 flfd
M LL•A PProvetl Prin. Planner 500.00 0 5528
Dra It HE Hightower 5115.00 d 5680
A ssoc. Planner 552.00 12 Efi2d
Tecn.SupPOrl 558.00 2 5112
AEmin Support 54].00 6 5202
su bto lal ]1 52,180 5000 52.980 j 7,000
] Prln. Tech. Dir 5154.00 0 SO
In lllsl Stutly Pnn. Planner 588.00 2 E1]e
Hlg blow er 5115.00 ]0 5],650
Asso c. Planner 552.00 0 SO
AEmin 9UpP011 54].00 1 Ed]
subtotal 3J EJ.6)3 5300 53.9]3 j 6,000
0 Prin Tech Dir. 5154.00 1 1154
9taU Review Prln Planner 500.00 12 51,058
of NE Hi9 blower 311500 0 3460
A sso c. Planner 553 00 18 59J8
Atlmin Euppa rl E4T.00 5 2235
subtotal 40 23,041 23D0 53,06/ j 3,000
9 Prin. Tecn Dir 5156 00 0 SO
Final Envir. Prin. Planner 500.00 1 508
O otum sntatlon Hi9 blow er 5115.00 8 5690
A Eba C. Planner 552.00 0 SO
Tecn suppo rl ssfi.oo o so
AEmin Support 54].00 1 fd]
su0lo lei B 5825 5200 51.025 j 7,000
TOTAL 515 3 00,4]2 f d,fi00 565,032 j 65,000
TASK 2: Op tlo nal Housing Conditio n Survey
Option A Prin. Teth. D 5154.00 2 $308
(3,000 units) Prin. Pia nn er $88.00 30 52.840
Hightower $115 00 0 $0
Assoc Plann $52.00 60 Ea,160
Atlm ln. Sapp $4].00 50 $2,350
sublo lal 162 E9,d 58 $1,200 $iD,6$6 j 70,800
Option 8 Prin. Tech. D 5156.00 4 $818
(]5,000 unlit) Prin. Planner 580 00 d0 53,520
H i9nlpw er $11500 0 $0
Assoc. Plann 552 00 500 528,000
AEmin Supp EdT 00 150 5].050
to blo sal 694 531,166 53,500 $d D,868 j 40,1500
BUDGET AND FEE SCHEDULE 8-2
1999-262
City of San Bernardino Housing Element Update
Hourly Rates
The following hourly rate schedule is part of the cost quote for invoicing for additional work not
covered under the Scope of Work. Additional studies or tasks will be charged at the following
hourly rates plus expenses, unless a specific scope of work and lump sum amendment to our
contract is approved in advance:
Parsons Harland Bartholomew & Associates, Inc.
Schedule of Professional Rates
1999
(Effective 4/1/99-3/31/00)
Applicable to services furnished on a per-hour basis
Hourly
Billing
Classification Rate
Planner/Scientists
Planner/Scientist, Associate $ 52.00
Planner/Scientist $ 61.00
Planner/Scientist, Senior $ 73.00
Planner/Scientist, Principal $ 88.00
Project Managers/Technical Managers
Project Manager/Technical Director $ 114.00
Project Manager/Technical Director, Senior $ 128.00
Project Manager/Technical Director, Principal $ 154.00
Technical and Support Specialists
Specialist I $ 31.00
Specialist II $ 36.00
Specialist III $ 39.00
Senior Specialist I $ 45.00
Senior Specialist II $ 56.00
Senior Specialist III $ 62.00
Supervising Specialist $ 71.00
All other out-of-pocket costs are reimbursable at duect cost plus 10 percent
Subcontractors are billed at direct cost plus 10 percent.
Mileage is billed at $0.31 per mile.
Please note: Rates are subject to change annually.
BUDGET AND FEE SCHEDULE 8-3
1999-262
City of San Bernardino Housing Element Update
9. QUALIFICATIONS AND EXPERIENCE
A. General Profile
Name
Parsons Hazland Bartholomew &
Associates, Inc. (Pazsons)
Address
2233 Watt Avenue, Suite 330, Sacramento,
CA 95825 (for Jeff Goldman)
100 West Walnut Street (A3-03)
Pasadena, CA 91124 (for Frank Wein)
TelephonelFax
(916) 483-0483/(916) 483-3364 (Sacramento)
(626)440-6000/(626)440-6201 (Pasadena)
Type of Organization
Corporation
survey, and work with City staff. Mr.
Goldman will train other Parsons staff
and field supervise the housing
conditions survey.
• Christy Warmerdam, Kristine Bickell,
and Kelly Heidecker will assist in
collecting and analyzing data for the
draft Housing Element.
• Sharon Hightower (Hightower
Associates) will prepare the Initial Study
and final environmental documentation
for compliance with the California
Environmental Quality Act (CEQA).
Ms. Hightower will also review and
evaluate current housing policies and
programs and prepare those sections of
the Housing Element relating to that
analysis.
Size of Firm
11,000 employees
Year Firm Established
1919
Insurance
General Liability: $3,000,000
Automobile: $1,000,000
Workers Compensation: Per State law.
B. Resumes of Key Staff Members
Pazsons will commit the time of eight staff
members to ensure that the Housing Element
will be completed in a timely manner and
will meet the City's objectives. (See Section
4 for the proposed schedule.)
Frank Wein, FAICP, will serve as the
Technical Director and Southern
California contact.
• Jeff Goldman, AICP, will serve as the
project manager, direct reseazch work,
prepare deliverables described in this
proposal, direct the housing conditions
• Bryan Ferguson will provide graphic
support and work with the City's
Geographic Information System (GIS),
specialist, if necessary.
Business Contacts
Frank Wein
Pazsons, 100 W. Walnut Street, Pasadena, CA 91124.
Telephone/fax: (626)440-6241/(626)440-6201.
E-mail: Frank.Weinna_,pazson.com
Jeff Goldman, Christy Warmerdam, &
Bryan Ferguson
Pazsons, 2233 Watt Avenue, Suite 330, Sacramento, CA
95825. Telephone/fax:(916)483-0481/(916)483-3364.
E-mail: Jeff.Goldman(a)aazsons.com,
Christy. W amterdam(c~uarsons. com,
Bryan.Fereuson(a~arsons.com
Kristine Bickell
Parsons, 2227 Capricorn Way, Suite 204, Santa Rosa,
CA 95407. Telephone/fax: (707) 575-1933/(707) 575-
1977. E-mail: Kristine.Bickell(n oarsons.com
Sub-Consultant -Sharon Hightower
Hightower/Associates, 798 Via Santo Tomas,
Clazemont, CA 91711. Telephone/fax: (909) 624-
8902/(909) 624-0671. E-mail: highassoc@aoLcom
QUALIFICATIONS AND EXPERIENCE 9-1
1999-262
City of San Bernardino Housing Element Update
FRANK WEIN, FAICP
Principal Planner
Candidate for Doctor of Planning and
Development Studies, University of
Southem California.
EXPERIENCE SUMMARY
Mr. Wein is an urban and environmental
planner and program manager with more
than 24 yeazs of experience in the design
preparation of general plans, redevelopment
plans, specific plans and environmental
impact assessments. His experience,
including positions in local and regional
government, encompasses current and
advance planning. His familiarity with
California's general plan law and guidelines,
based on both his professional experience
and his past position for four years as
President of the California Chapter-APA,
provides Mr. Wein with the ability to
identify planning issues of importance to
local planning agencies and developers. He
served for eight yeazs as President of the
California Planning Foundation and is an
Emeritus Member of the California Planning
Roundtable. Mr. Wein served as a
Commissioner of the American Institute of
Certified Planners for three years. Mr. Wein
is also an Adjunct Associate Professor at the
University of Southem Califomia where he
teaches graduate courses in general plans
and environmental impact analysis. Mr.
Wein is the recipient of the American
Planning Association's 1992 Distinguished
Service Award and was in the first group
elected as a Fellow of College of the
American Institute of Certified Planners
(FAICP) in 1999.
Yeazs of Experience: 24
Years with Pazsons: 8
EDUCATION
B.A., in Urban Studies, June 1973,
California State University, Northridge.
M.PI., Urban and Regional Planning, June
1975, University of Southern California.
PRIMARY EXPERIENCE
December 1990 - Present, Parson
Corporation, Parsons Harland Bartholomew
and Associates, Inc. (Pazsons HBA)
Pasadena Office Manager. Opened the first
Southem California office of Parsons HBA
in more than 40 years and has served as both
Office Manager and Director of Southern
California Operations. Also, spent one year
on assignment to DeLeuw, Cather, &
Company (like Pazsons HBA, a wholly-
owned subsidiary of the Parsons
Corporation) as Vice President-Business
Development and Office Manager. While
with DeLeuw, Cather & Company, he
directed more than twenty engineers on a
variety of projects, including several
MetroLink Commuter Rail stations. His
planning assignments at Pazsons HBA have
included:
Served as Project Director of the
Cottages Specific Plan, a proposed
mixed-used development in the City of
Cazson to include 201 single-family
homes, neighborhood commercial uses
and the retention of light-industrial uses
on the balance side. Also, served as the
Project Director for the Monterey Pines
Specific Plan, a proposed development
of 69 single-family homes in the City of
Carson and The Oaks, a 24 home
specific plan in the City of Duarte. Each
specific plan included development
guidelines, design and performance
standards, a fiscal impact analysis and a
master environmental assessment.
Served as Project Director for the North
Campus Master Plan for Califomia State
University, Northridge (CSUN). This
project involved the development of the
University's 65 acre north campus area.
Responsibilities included directing the
community participation program, public
relations (including the news media and
QUALIFICATIONS AND EXPERIENCE 9-2
1999-262
City of San Bernardino Housing Element Update
political liaison), coordination of all sub-
consultants to the University,
development of land use options (such as
a football stadium, housing, retail uses,
sound stages and other uses),
entitlement-to-use processing through
the City of Los Angeles, and preparation
of all reports, agenda material and
findings for the California State
University (CSU)Boazd of Trustees and
Chancellor's Office.
Served as the Project Director for the
preparation of several EIRs for the City
of Pasadena including the South Fair
Oaks RedevelopmenUSpecific Plan EIR,
the North Lake Specific Plan EIR, the
South Lake Retail Development Master
Plan EIR and the West Gateway Specific
Plan EIR. Responsible for impact
analysis, project coordination, public
presentations and community outreach,
and preparation of CEQA-required legal
notices. Currently serving as the Project
Director for the East Pasadena Specific
Plan EIR and as Project Manager for the
update of the City of Pasadena's Land
Use Element of the General Plan.
Served as Project Director for the
Historic Resources Survey for the San
Fernando Road Corridor Redevelopment
Project for the Glendale Redevelopment
Agency.
~ Served as Project Director for the
completion of the City of Manhattan
Beach's Local Coastal Program (Phase
II and Phase III) and update of the Land
Use Element of the General Plan.
Served as Project Director for the
completion of the City of Malibu's first
General Plan and Local Coastal Program
(Land Use Plan). Assignment included
coordination of public participation
program involving a citizen's General
Plan Task Force, and preparation of all
state-mandated elements of the general
plan.
Served as Project Director for the
prepazation of the City of Coronado's
Master Environmental Assessment.
Served as Project Director for the
prepazation of several environmental
impact studies, including the EIR/EIS
for the widening of State Route 58
(Rosedale Highway) in Kern County, the
South Beltway Corridor EIR in Kern
County, a major redevelopment project
in downtown San Bemardino ("The
Superblock" development to include a
complex of state office buildings and a
federal court), and the EIR for the
adoption of the North Fontana
Infrastructure Study and Plan.
September 1989 -Date School of Urban and
Regional Planning, University of Southem
California, Adjunct Associate Professor.
Teach graduate seminars and laboratories in
the preparation of general plans and
environmental impact reports.
July 1984 - November 1990 Michael
Brandman Associates, Inc. As founder of
the firms Planning Services Division, served
as Director of Planning Services and
eventually Principal-in-Charge of the
division. Opened and directed the firm's
first regional office in Los Angeles.
Significant projects included the following:
Managed the prepazation of general plans
and elements for the cities of Santa Clarita,
Palmdale, West Covina, Chino, Duarte,
Maywood, Placentia, Santa Maria,
Carpinteria, Signal Hill, Downey, Moorpark,
and others. Responsibilities included
leading public participation programs,
coordination of public agency input, and
development of land use alternatives.
Directed the prepazation of the court-
mandated environmental impact reports for
the City of Los Angeles's general
plan zoning consistency program. Directed
the County of Los Angeles's general
plan zoning consistency program, affecting
more than 20,000 pazcels throughout the
County. Directed the update of East Los
Angeles Community Plan for the County of
Los Angeles. Directed more than a dozen
specific plans throughout Southem
California, including industrial, retail, and
residential proposals in urban and rural
settings. Projects included Oxnazd Town
QUALIFICATIONS AND EXPERIENCE 9-3
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City of San Bernardino Housing Element Update
Center, a 2-million-square-foot development
to include a regional mall, research and
developments uses, hotels and pubic
recreation improvements.
Project Manager and Principal Planner
for more than 50 environmental impact
reports throughout California. These
projects include regional shopping
centers, public facilities, museums,
industrial pazks, and lazge-scale
residential communities.
February 1974 -July 1984 Donald A.
Cotton Associates. Project Manager for
planning and environmental impact studies.
Responsibilities included directing a variety
of land use feasibility studies for cities and
redevelopment agencies, including the
preparation of land evaluation assessments,
fiscal impact reports, development phasing
strategies and implementation programs.
Projects included arevised/updated Master
Plan for the Ventura Hazbor, including
approval by Coastal Commission of Local
Coastal Plan amendments. Directed specific
plans throughout Southern California,
including industrial, retail, and residential
proposals in urban and rural setting.
Projects included Bear Creek Village, a
master planned community in the Rancho
Califomia area. Project manager and
principal planner for nearly 200
environmental impact reports and
assessments. These projects included
regional shopping centers, public facilities,
museums, industrial parks, and large-scale
residential communities. Projects included
the Getty Fine Arts Center in the City of Los
Angeles.
September 1975 -February 1978. Southern
Califomia Association of Governments
(SCAG). As part of the A-95 Project
Review Team, participated in the review of
local projects of regional significance.
Developed recommendations for SCAG's
Executive Committee regarding support for
these local projects.
April 1975 -September 1975. City of
Glendale, Zoning Section/Planning
Department. Responsibilities included
processing zone change applications and
other discretionary permits, including
preparation of staff reports and
recommendations, and presentations to the
Boazd of Zoning Appeals.
PROFESSIONAL AFFILIATIONS
American Planning Association -served as
California Chapter President (1983-1987);
Los Angeles Section Director (1980-1982).
Fellow of the American Institute of Certified
Planners (#3227). Served as AICP
Commissioner (1987-1990) and Secretary-
Treasurer (1988-1990).
California Planning Foundation, President
(1991-1999).
California Planning Roundtable (1988-1997;
Emeritus Member 1998 -present).
Member, Boazd of Directors, West Valley
Community Development Corporation
(1995-Present).
Chairperson, Porter Ranch Specific Plan
Design Review Committee (1991-Present).
Member, Lambda Alpha (International Land
Use Economics Society) (1996-Present).
Member, Boazd of Directors of Los Angeles
Regional Planning History Group (1999-
present).
PRESENTATIONS AND PAPERS
"Pre-Event Planning for Post-Disaster
Recovery" - annual conference at the
California Chapter of APA (1995 and 1996)
and the national conference of the American
Planning Association (1997).
"Politics and Planning" - Southem
California Planning Congress (spring, 1994)
"California State University, Northridge
Post-Earthquake Recovery and the North
Campus Master Plan" -Southern California
Planning Congress (February, 1999).
QUALIFICATIONS AND EXPERIENCE 9-4
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City of San Bernardino Housing Element Update
JEFFREY M. GOLDMAN, AICP
Principal Planner
EXPERIENCE SUMMARY
Twenty years of experience in community
planning, with an emphasis on housing and
community development issues, grant
writing, and implementation of housing,
public works, and economic development
grant programs. Previous experience
includes preparation of general plans,
specific/neighborhood plans, housing
elements of general plans, evaluation and
revision of zoning and development permit
procedures, financial feasibility and pro-
forma analysis of development projects, and
preparation of over $50 million in successful
grant applications.
Yeazs of Experience: 20
Yeazs with Pazsons: 1
EDUCATION
Master's Degree, Urban Planning, University
of Washington, 1981
B. S., Environmental Planning and
Management, University of California,
Davis, 1979
PROFESSIONAL AFFILIATIONS
American Planning Association (1982 to
present)
American Institute of Certified Planners
(1983 to present)
Boazd of Directors, Sacramento Sec.,
California Chap., American Planning Assoc.
(1989 to present)
Member, Governor's CEQA (California
Environmental Quality Act) Task Force
(1983 to 1984)
Member, Housing Element Task Force,
Dept. of Housing & Community
Development (1984)
Primary Experience
1978-1979. Connerly & Associates, Inc.,
Research Analyst. Responsible for
preparing research and other documents on
housing issues, assisting in the preparation
of general plan housing elements,
undertaking community surveys, and
assisting in the administration of community
development grant programs.
1980-1982. City of Seattle, Planning and
Development Specialist. Responsible, as
part of a project team reporting to the
Mayor, for the evaluation and revision of the
City's development permit system,
including zoning amendments, use and
conditional use permits, subdivision
approvals, and design review processes.
June 1982-June 1998. Connerly &
Associates, Inc., Associate Planner (June to
October 1982), Senior Planner (October
1982 to present). Between 1982 and 1988,
supervised junior planning staff on all
research and local government planning
projects. Since 1988, supervised staff of
five in the implementation of housing,
community, public works, and economic
development grant programs.
SELECTED PAPERS AND PRESENTATIONS
Papers
The Housing Crunch (1978, 1983),
Califomia Building Industry Association
Financing School Facilities (1983),
Construction Industry Advancement Fund
Balancing CEQA and Housing (1983),
California Building Industry Association
Ensuring Adequate Infrastructure for New
Development (1984), Calif. Building
Industry Assoc.
The Hidden Cost of Housing (1984),
California Building Industry Association
Who's In Charge of This House? (1991),
Califomia Coalition for Housing
QUALIFICATIONS AND EXPERIENCE 9-5
1999-262
City of San Bernardino Housing Element Update
Land Use and Environment Forum (1992-
1996), Continuing Education of the Baz,
Califomia (contributing editor and feature
article writer)
Presentations
1991 Legislative Outlook, California
Chapter, American Planning Association
Planning Commissioner's Workshop,
California Chapter, American Planning
Association, (1994) - presentation on
California's housing element requirements
One-Day Course of Grant-Writing for
Planners, University of California
Extension, Davis (1997)
Get to the Point! Public Presentation Skills
for Planners, Califomia Chapter, American
Planning Association State Conference
(1996)
Grant-Writing Skills jor Planners:
American Planning Association, National
Conference (1995)
Nevada Chapter, American Planning
Association (1997)
Examples of general plan housing elements
prepared: Newport Beach, Tracy, Butte
County, Fairfield, Marysville, Rocklin, Davis,
Fort Bragg, Yolo County, Yuba County,
Emeryville, Ceres, Crrass Valley, Shasta County,
San Joaquin, Colfax, Hughson, Walnut Creek,
Los Altos Hills, Del Mar, Porterville, Folsom*,
and Foster City.
Examples of housing grant program
administration: West Sacramento, Calaveras
County, Butte County, Yolo County, El Dorado
County, Winters, Williams, Monterey County,
Yuba County, Marysville, Sutter County, Ceres,
Hughson, Patterson, Rocklin, San Joaquin, and
Benicia.
(Included home repair loan, new housing
construction, rental rehabilitation, first-time
homebuyer, and infrastructure programs for
new housing construction.)
Examples of affordable housing site
feasibility studies: Butte County, Paradise,
Redding, City of Modesto, Newport Beach
and Santa Rosa..
(Evaluation of sites suitable far housing for low-
and moderate-income residents.)
Examples of Housing Condition Surveys
Conducted and Directed: Newport Beach,
Tracy, Butte County, Fairfield, Marysville,
Rocklin, Yolo County, Yuba County,
Emeryville, Ceres, Grass Valley, Shasta
County, Colfax, Hughson, Walnut Creek„
Porterville, Foster City, West Sacramento,
Calaveras County, El Dorado County,
Winters, Williams, Monterey County,
Patterson, and Benicia.
(Surveys involved the evaluation of exterior
housing conditions using a combination of
"drive-by"and walking techniques.)
Examples of multifamily Lousing
inventories prepared: Fairfield, Newport
Beach, Davis, Foster City, West
Sacramento, and Porterville.
(Surveys involved the collection of information
on unit types, conditions, cost, and other
factors.)
OTHER RELEVANT EXPERIENCE
• Conducted mobilehome housing surveys,
prepared needs reports, and developed
program recommendations for seven
communities in northern and southern
California.
• Conducted and duetted household surveys
communities listed above.
• Developed a multifamily housing property
management guidebook for West Sacramento
for rental property owners participating in the
City's housing programs.
• Developed a customized rental housing loan
application and process for West Sacramento's
housing rehabilitation program.
• Developed a mobilehome repair loan and
grant program for the City of Folsom (later
used, in part, by the Sacramento Housing and
Redevelopment Agency).
QUALIFICATIONS AND EXPERIENCE 9-6
1999-262
City of San Bernardino Housing Element Update
CHRISTY WARMERDAM
Associate Planner
EXPERIENCE SUMMARY
Christy Warmerdam has two years of
experience in environmental planning with an
emphasis on policy and multidisciplinary
problem solving. Her experience includes
completing a variety of tasks for projects in
northern California. Ms. Warmerdam has
prepared the Earth, Land Use, Air Quality,
Noise, Visual, Public Safety, Public Services,
and Hydrology and Water Quality Sections of
environmental assessments for the STPUD B-
Line Phase II Pipeline Replacement Project.
She has also prepazed graphics and project
figures for projects such as the High Street
Historic Resource Evaluation, Tahoe Draba
Survey Report, Brittany WayBl Dorado Hills
Boulevard Realignment Project, and STPUD
B-Line Phase III Forest Carnivore Survey. Ms.
Warmerdam also has extensive experience in
various types of document preparation and
general reseazch.
Yeazs of Experience: 3
Years with Pazsons: 1
• Environmental Planning
• Environmental Analysis
• Graphics Preparation
• Biological Surveys
Professional Memberships, Registrations,
and Appointments
American Planning Association (1998 to
present).
Newsletter Editor, Sacramento Section,
California Chapter, American Planning
Association. (1998 to present).
Selected Papers and Presentations
CEQA and Biodiversity Maintenance in
California (1998). University of California,
Santa Cruz, thesis.
Detailed Work History
Examples of Environmental Assessments/
Negative Declarations Prepared: STPUD B-
Line Phase II Export Pipeline Replacement
Project EA/Neg Dec.
Examples of Graphics Work: High Street
Historic Resource Evaluation, Tahoe Draba
Survey Report, Brittany Way/EI Dorado Hills
Boulevard Realignment Project, and STPUD B-
Line Phase III Forest Carnivore Survey Report.
EDUCATION AND TRAINING
B. S., Environmental Studies, University of
California, Santa Cruz, 1998.
EXPERIENCE
1997 -Date. Parsons Harland Bartholomew
& Associates, Inc. Environmental Planner.
Responsible for providing assistance in
reseazching, writing, and preparing
documents for various projects and
proposals, as well as assisting in fieldwork.
Areas of Specialization
Examples of Biological Survey Reports:
Santa Rosa Sub-Regional Long-term
Wastewater Project Spotted Owl Survey
Methods and Results report, STPUD B-Line
Phase III Spotted Owl Survey Methods and
Results report, and Heavenly Ski Resort Spotted
Owl Survey Methods and Results report.
QUALIFICATIONS AND EXPERIENCE 37
1999-262
City of San Bernardino Housing Element Update
KRISTINE BICKELL
Associate Planner
EXPERIENCE SUMMARY
Ms. Bickell has over five years of
experience in urban and environmental
planning. This includes four yeazs with a
non-profit planning group managing a
variety of planning projects, and over one
yeaz as a consultant working on
environmental planning projects.
Yeazs of Experience: 5
Years with Parsons: 2
Education and Training
M.A. in Public Administration, 1995,
Sonoma State University, California
B.A. in Environmental Studies and
Planning, 1992, Sonoma State University,
Califomia
Primary Experience
1997-Date Parsons Harland Bartholomew
& Associates, Inc. Associate Planner.
• Assist in coordinating, preparing, and
circulating environmental documents
pursuant to the Califomia Environmental
Quality Act. Provide general
management assistance.
1993-1997 Institute for Community
Planning Assistance. Project Manager - 3
years, Senior Research Associate - 1 year.
• Managed, researched and wrote baseline
documents on properties with
conservation easements for the Sonoma
Land Trust.
• Managed subregional housing element
study for the 10 jurisdictions in Sonoma
County.
• Managed a downtown pazking study for
the City of Sonoma. Tasks included;
developing
• survey methodology, conducting
surveys, organizing and tabulating the
data, producing final document, and
attending public meetings.
• Coordinated the establishment of an
environmental mediation program.
Funding for this project was received
from a federal grant written by Ms.
Bickell.
• Participated as Senior Research
Assistant for a landfill property
valuation study for the County of Contra
Costa. Coordinated production of the
final document.
Areas of Specialization
• Environmental Planning
• Public Opinion Surveys
Professional Memberships, Registrations,
and Appointments
American Planning Association
Planning Advisory Council, Sonoma State
University
Awazds
Outstanding County Volunteer for 1996 for
the Sonoma County Housing Authority
QUALIFICATIONS AND EXPERIENCE 9-8
1999-262
City of San Bernardino Housing Element Update
BRYAN FERGUSON
GIS/Graphics Specialist
EXPERIENCE SUMMARY
Mr. Ferguson has extensive experience in
the prepazation of graphics used for
environmental documents for public
jurisdictions. Projects have included master
plans, general plans, specific plans, rural
development, annexation, zone change and
recreational use projects. Mr. Ferguson has
worked on many specific and general plan
projects including the Nevada County
General Plan, City of Oakdale General Plan,
City of Rocklin Specific Plan and Eldi, and
City of Aubum General Plan.
Yeazs of Experience: 10
Yeazs with Pazsons: 6
EDUCATION AND TRAINING
Bachelor of Architecture, 1988, California
Polytechnic State University, San Luis
Obispo, California
PRIMARY EXPERIENCE
DETAILED WORK HISTORY
CADD/Graphics Technician, South Lake
Tahoe Recreation Plan. HBA prepazed a
recreation plan for the South Lake Tahoe
region. Mr. Ferguson has compiled
numerous sources of information and
performed a GIS analysis determining the
most suitable locations for the construction
of new ball fields in the region. This
information was then presented graphically
in a series of small and large format color
CAD presentations.
CADD/Graphics Technician, Santa Rosa
Subregional Long Term Wastewater Project
EIR/EIS. HBA prepazed an Environmental
Impact Report for the greater Santa Rosa
azea. Mr. Ferguson has prepared numerous
map series depicting the existing system; 75
different alternatives proposed over the past
2 decades; 20 preliminary alternatives
currently being considered; and land use
maps under consideration for the region.
Maps have been prepazed both by hand and
by CAD systems including numerous GIS
analyses. The project area has been divided
into 22 sepazate maps. These maps have
been created at various scales and
incorporate the use of multiple overlays on
base maps in both manual and electronic
media.
1992-Date Parsons Hazland Bartholomew &
Associates, Inc. CADD/Graphics
Technician. Mr. Ferguson has either
prepazed or supervised prepazation of
graphics produced by this office for use in
reports and public presentations.
AREAS OF SPECIALIZATION
• CADD graphics
• Graphic design
• GIS analysis
• PowerPoint Presentations
• Hand graphics
CADD/Graphics Technician, Nevada
County General Plan. Mr. Ferguson
prepazed the Land Use Maps for the general
plan prepared by HBA. These maps consist
of a series of 10 maps depicting Nevada
County. Numerous graphics have also been
prepazed for the text of this document as
well as 3 series of color presentations
prepared for public viewing and comment
during the update process. Mr. Ferguson
also compiled text and graphics provided by
various sources and sub-consultants for the
General Plan document.
CADD/Graphics Technician, Heavenly Ski
Resort EIR. HBA prepared an Environmental
Impact ReporUStatement and numerous other
related documents for the expansion of the
Heavenly Ski Resort at South Shore Lake
Tahoe.
QUALIFICATIONS AND EXPERIENCE 9-9
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City of San Bernardino Housing Element Update
SHARON W. HIGHTOWER
Hightower/Associates
EDUCATION
A.B. Kalamazoo College (Political
Science)
M.A. Clazemont Graduate School
(Government-Urban Studies)
Ph.D. course work completed, Clazemont
Graduate School
(Government-Economics)
WORK EXPERIENCE
Oct. 1991 -present: Planning Consultant,
Hightower/Associates
Jan. 1986 -Oct. 1991: Director of Plarming,
County of San Bemazdino
Feb. 1974 -Jan. 1986: Director of
Environmental Services/Assistant City
Manager, City of Rancho Palos Verdes
Jun. 1970 -Feb. 1974: Director of Planning
and Community Development, City of
Clazemont
Sep. 1969 -Jun. 1970: Full-time graduate
study.
Sep. 1967 -Aug. 1969: Planning
Assistant, City of Clazemont
Jun. 1966 -Aug. 1967: Reseazch Consultant,
Richmond (VA) Planning Commission
PROFESSIONAL ACTIVITIES
American Planning Association
Vice-President for Administration, CCAPA,
1996- Consultant Reception Chair, 1993
CCAPA Conference; Co-Chair, 1986
National Conference in Los Angeles; Co-
Chair, 1972 CalChapter Conference in Palm
Springs; Vice Director for Policy, Southern
Section; Awards juries
Inland Planners Association (now APA,
Inland Empire Section), Administrative
Chair, Vice Director, and Director
California County Planning Directors Boazd
of Directors
Califomia Planning Roundtable
League of California Cities Boazd of
Directors; Vice Presidents and President,
Planning Department
National Association of County Planners
Boazd of Directors
Southem Califomia Association of
Governments
Planning Directors Committee, member and
chair; Transportation and Growth
Management Task Force, Intraregional
Governance Task Force
COMMUNITY ACTIVITIES
City of Clazemont Environmental Quality
Commission Planning Commission, chair
(current)
Clazaboya Homeowners' Association
Architectural Committee, Chair (current),
President
Clazemont Chamber of Commerce
Village Venture Jury, Chair
Pomona Valley Habitat for Humanity
Boazd of Directors (current), President
(current)
QUALIFICATIONS AND EXPERIENCE 9-10
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City of San Bernardino Housing Element Update
Examples of Recent Work
The following descriptions provide details
for several recent general plan and housing
element assignments for which Parsons was
the prime contractor.
STANLISLAUS COUNTY HOUSING ELEMENT
• Home Investment Partnership Act
(housing coalition),
• New Towns Policy (development
design),
• Article 34, Allocation (low income
housing units),
Pazsons prepared the 1992-1997 Housing
Element for the Stanislaus County Planning
and Community Development Department.
The Housing Element identified current and
projected housing needs in the
unincorporated azea of Stanislaus County,
one of the fastest growing counties in
California. The Housing Element also set
forth goals, policies, and programs that
addressed those needs. This project served
to update the 1985 Housing Element by
incorporating new information and
reflecting the community's concerns related
to housing in Stanislaus County. State
housing objectives and other requirements
of State law were met during this project.
Under the pressure of rapid growth in the
Bay Area, Stanislaus County had a variety
of issues to address. The Housing Element
addressed issues such as housing income
and cost, special needs housing for the
elderly, handicapped, large families, the
homeless, and farm workers, and projected
housing needs. Demographics, housing
opportunities and resources, and housing
constraints were also included in the
Housing Element. Addressing these issues
allowed Parsons to create housing goals,
objectives, policies, and programs in
cooperation with the Stanislaus County
Planning and Community Development
Department, to meet the needs of a growing
community. The policies and programs
developed by the Housing Element include:
• Redevelopment Funds (revenue for
proactive housing),
• Expedited Permitting Processing for
Farm-worker Housing (farm-worker
housing building permits),
• Housing Lands Inventory/GIS
(permiUconstrnction database), and
• Community Service Districts and
County Service Areas (expansion of
sewer and water districts).
Date completed
1992
Project Size
$45,000
OAKDALE GENERAL PLAN (INCLUDING
HOUSING ELEMENT AND AREA PLANS,
CITY OF OAKDALE
Oakdale, California is a growing community
of about 15,000 residents set against the
entrance to the Siena Nevada foothills,
Mother Lode country, and one of the main
highways leading to Yosesmite National
Park (approximately 80 miles southeast of
Sacramento). As with many central valley
towns, Oakdale has experienced rapid
population growth over the past two decades
from the Stockton-Modesto urban azeas.
Oakdale and many similaz valley
communities have also benefited from the
desire of urban residents in the Central
Valley for "small town" living.
QUALIFICATIONS AND EXPERIENCE 9-11
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City of San Bernardino Housing Element Update
Fast-growing valley communities such as
Oakdale have a number of growth-related
issues that Pazsons addressed in the general
plan, including:
• the need to develop standazds to
maintain an adequate level of
infrastructure to serve new development
and a program to fund that
infrastructure;
• the preservation of the older, central core
of the community and economic activity
in the downtown;
• the remediation of older industrial and
commercial sites so that they may be
redeveloped; and
• integration of newer, often more
expensive neighborhoods with older,
more modest neighborhoods.
The General Plan prepared by Parsons
included a Growth Management Element for
public improvements, capital improvement
programs, development fees and an
annexation revenue and expenditure
analysis. Area plans for the City's
neighborhoods are also a part of the
program.
Date Completed
1994
Project Size
$530,000 (for the entire general plan and
related documents)
AUBURN GENERAL PLAN (INCLUDING
HOUSING ELEMENT, CITY OF AUBURN
Pazsons prepared the General Plan, adopted
in 1993, for this historic Sierra Nevada
foothill community of about 12,000
residents located approximately 35 miles
northeast of Sacramento. Land use and
transportation plan concepts reflect the
rugged gold country terrain, with more
detailed plans for the City's two historic
commercial areas. Historic surveys
indicated that there are over 400 historic
structures that should be protected through
the Historic Preservation Element. Auburn
is the county seat of Placer County, whose
southwest comer (closest to Sacramento)
has witnessed a population explosion over
the past twenty yeazs.
Some of the issues confronting the
consultants in the preparation of the City's
General Plan included:
• reconciliation of growth in the city with
the adjacent unincorporated urban azea
(which is lazger geographically and
contains almost as many people);
• promotion of infill development in this
environmentally and historically
sensitive community; and
• inadequacy of many of the city's
outdated public facilities.
Date Completed
1993
Project Size
$200,000 (for the entire general plan)
NEVADA COUNTY GENERAL PLAN
(INCLUDING HOUSING ELEMENT), NEVADA
COUNTY
Nevada County, population 123,000, has
experienced the spill-over effects of growth
from the Sacramento region due to the
increasing desire of individuals to live in a
rural environment close to a major city (two
QUALIFICATIONS AND EXPERIENCE 9-12
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City of San Bernardino Housing Element Update
of the county's three cities are located
within an hour's drive of Sacramento).
Nevada County contains both classic
examples of historic Mother Lode gold-rush
communities and Sierra Nevada mountain
towns (Truckee was the original location for
Chazlie Chaplin's famous silent movie
"Gold Rush.")
Pazsons prepared an update of the General
Plan for Nevada County. A major theme of
the General Plan was the preservation of the
rural and small town environment which
chazacterizes the County. To accommodate
future growth, the Plan defines community
azeas to which growth will be directed,
while discouraging significant additional
growth in the rural azeas. Policies for the
maintenance of sustainable habitat azeas
were integrated with development policies
as a means of insuring that critical linkages
between areas of wildlife habitat were
preserved.
The citizen participation program was
extensive and included a 25-person steering
committee, with over 500 citizens on a
dozen technicaUadvisory committees. A
newsletter, two-day long planning fairs, and
a concentrated outreach program with
community meetings in several different
locations were also used in a
comprehensive program to inform and
involve the residents of Nevada County.
CITY OF MALIBU GENERAL PLAN
Pazsons prepazed the 1995 General Plan for
the newly incorporated City of Malibu.
While Malibu's location along the Pacific
Ocean gives the impression of a beach
community, the City is also home to many
environmentally sensitive natural resources.
The land use elements focus on protecting
the City from incompatible land uses such as
hillside grading, development, and
mansionization.
Single family residential neighborhoods aze
the dominant land use in the City along with
two small commercial centers located along
the Pacific Coast Highway. Parsons
prepared the development regulations for the
Land Use Plan and Local Coastal Plan. In
the process, Pazsons worked closely with the
Plan Task Force and officials of the new
municipality.
Housing issues were an important
component of the general plan, as Malibu
has extremely high property values, in
general, making it difficult to achieve
affordable housing objectives.
Date Completed
1995
Project Size
Date Completed
1995
Project Size
$1,000,000 (for entire general plan and
related documents)
$414,000 (for the entire general plan)
Other Work Completed by Project
Manager
The following descriptions aze examples of
housing elements prepared by Jeff Goldman
prior to joining Parsons.
QUALIFICATIONS AND EXPERIENCE 9-'13
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City of San Bernardino Housing Element Update
CITY OF WEST SACRAMENTO
West Sacramento, located across the
Sacramento River from the State Capitol, is
a City of over 30,000 residents formed by
the incorporation of several older
communities. In updating its Housing
Element, the City faced twin challenges of
planning for substantial growth while
improving a lazge stock of older,
deteriorated housing. The City is also home
to one of the region's lazgest concentrations
of minority and low-income residents. The
City wanted to use the Housing Element as a
tool to link the physical improvement of its
housing stock with other programs to
address social needs affecting the overall
health of several older neighborhoods.
Date Completed
1992, 1994 (update)
Project Size
$40,000
CITY OF MARYSVILLE HOUSING ELEMENT
Marysville is one of two central cities that
comprise a small urban azea of about
140,000 residents 40 miles north of
Sacramento. Unlike its neighbor the west,
Yuba City, Marysville has experienced little
growth, is mostly built-out, and has suffered
from a stagnating local economy. It's
housing stock contains a lazge percentage of
40-year and older dwellings occupied by
mostly lower-income households.
Marysville also has a high percentage of
farmworker families and southeast Asian
immigrants with special housing and social
needs. The Housing Element focused on
how to preserve and improve the existing
stock of affordable housing, provide infill
sites to accommodate additional affordable
housing, and increase housing opportunities
in the City's downtown commercial azea
through mixed-used strategies.
Date Completed
1992
Project Size
$35,000
Examples of Relevant work
Completed by Hightower/Associates
DESCRIPTION OF FIRM
Hightower/Associates is a sole proprietor
firm, a Woman Business Enterprise (WBE
certified by Caltrans), established by Shazon
W. Hightower in 1991. Mrs. Hightower has
thirty-three yeazs of experience in planning
and planning management. The firm
specializes in policy planning and
implementation, project management, and
interim staffing.
DESCRIPTION OF KEY PERSONNEL
Shazon W. Hightower has thirty-three years
of experience as a professional planner and
planning manager. She was previously
Planning Director for San Bernardino
County for almost six yeazs and led the
efforts of the County to up-date its General
Plan and Development Code as well as its
administrative procedures. Mrs. Hightower
was responsible for all planning and
application processing activities of the
Planning Department.
For twelve years, Mrs. Hightower was
Assistant City Manager/Director of
Environmental Services for the City of
Rancho Palos Verdes. She was responsible
for the planning and building functions in
addition to various administrative projects.
QUALIFICATIONS AND EXPERIENCE 9-14
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City of San Bernardino Housing Element Update
During these yeazs the City adopted an
award-winning General Plan/Environmental
Impact Report and Coastal Specific Plan.
Prior to employment with Rancho Palos
Verdes, Mrs. Hightower was Director of
Planning and Community Development for
the City of Clazemont. She was also an
Assistant Planner for the City and earlier
began her planning cazeer in Richmond,
Virginia.
Mrs. Hightower has served on many
subregional and regional committees. She
has chaired the SCAG Planning Directors
Committee and sat on housing element and
population allocation committees. She
also served on the Southem Califomia
Association of Governments (SCAG)/South
Coast Air Quality Management District
Growth Management and Transportation
Task Force and the SCAG Regional
Governance Task Force.
Selected Hightower/Associates
Projects
COUNTY OF SAN BERNARDINO, GLEN
HELEN SPECIFIC PLAN, 1998-
Hightower/Associates is working with a
large planning firm in preparing a specific
plan for the Glen Helen Park azea.
Responsibilities include: outreach and public
participation, public meetings and hearings,
revitalization strategies, housing, and
assistance with alternatives and specific plan
preparation.
COUNTY OF SAN BERNARDINO, SUB-
CONTRACT PROJECT MANAGER, 1998-
Mrs. Hightower is Project Manager,
providing as-needed planning services to the
County to process planning applications.
INTERIM STAFFING SERVICES:
Since 1991 she has managed her own firm,
consulting with numerous jurisdictions
throughout Southern Califomia.
Mrs. Hightower holds a Bachelor's Degree
in Political Science from Kalamazoo
College and a Master's Degree in
Government from Clazemont Graduate
University. She was a Lincoln Fellow while
pursuing doctoral studies in Government
and Economics at Claremont Graduate
University. She is a member of the
American Planning Association and has
been active in professional activities; she is
currently Vice-President for Administration
for the California Chapter. She has co-
chaired both state chapter and national
conferences. Mrs. Hightower has been a
frequent speaker on planning issues to
planning and related groups. She is a
member of the California Planning
Roundtable.
Town of Apple Valley, Sub-contract
Planning Director, 1996-97
City of El Segundo, Interim Director of
Planning and Building Safety, 1996
City of San Gabriel, Interim City Planner,
1993
CITY OF DIAMOND BAR, REPORT ON THE
PLANNING IMPACTS OF GENERAL PLAN
INITIATIVE, 1996
The firm was the prime contractor to
analyze the impacts of this 1996 Initiative,
on housing and other planning elements.
City of Redlands, Report on the
PLANNING CONSISTENCY IMPACTS OF THE
REDLANDS GROWTH MANAGEMENT ACT OF
1995 INITIATIVE
Hightower/Associates was the prime
contractor to prepaze an analysis and report
QUALIFICATIONS AND EXPERIENCE 9-15
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City of San Bernardino Housing Element Update
on the impacts of a proposed growth
initiative, on housing and other planning
elements.
SOUTH BAY CITIES ASSOCIATION
SUBREGIONAL COMPONENT OF THE SCAG
REGIONAL COMPREHENSIVE PLAN, 1993-
95
Hightower/Associates was a subcontractor
to a lazge planning firm to provide
subregional planning services to the sixteen
cities of the South Bay Cities Association
for participation in SCAG's Regional
Comprehensive Plan. Hightower/Associates
was responsible for consensus building,
including interviewing representatives of the
cities, preparing the Housing Chapter and
other portions of the Subregion Strategy,
including Open Space, Monitoring, and
Outreach components, and participating in
all meetings.
was Project Manager and responsible for
various sections of the plan, including
housing, as well as overall coordination of
the products.
SCAG MONITORING PROGRAM, 1994
Hightower/Associates was a subcontractor
to assist in preparing preliminary indicators
for the SCAG Monitoring Program. The
indicators were used by the Monitoring Task
Force to begin establishing a program to
measure progress on various regional and
subregional plans.
CITY OF PICO RIVERA, PROJECT MANAGER
FOR GENERAL PLAN UPDATE, 1993 (PRIME
CONTRACTOR
Hightower/Associates provided overall
management of the update process and
prepazed the Housing Element Update for
the Plan.
SCAG, EVALUATION OF
REGIONAL/SUBREGIONAL PLANNING
PROGRAM, 1995
Hightower/Associates was the prime
contractor to evaluate the effectiveness of
the SCAG overall regional/subregional
planning program. The major feature of the
project was an extensive survey of the
participants in the program.
NORTH LOS ANGELES COUNTY SUBREGION
PLAN AND INPUT TO SCAG REGIONAL
COMPREHENSIVE PLAN, 1994
Hightower/Associates was the prime
contractor to prepaze a subregion plan for
the three cities and portions of
unincorporated Los Angeles County and
input to SCAG's Regional Comprehensive
Plan. Hightower/Associates headed a team
that includes subcontractors for
transportation, air quality, and
economics/job creation. Sharon Hightower
EAST SAN GABRIEL VALLEY AIR QUALITY
PLAN, 1993
Hightower/Associates was a subcontractor
to a large planning firm to prepare an
integrated air quality strategy and individual
plans for eleven cities in the East San
Gabriel Valley. Hightower/Associates was
responsible for developing an interview and
interviewing city representatives, integrating
input from the cities, assisting with
coordination of the project, and reviewing
the work of others.
QUALIFICATIONS AND EXPERIENCE 9-16
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City of San Bernardino Housing Element Update
~ O. REFERENCES
Parsons
CITY OF WEST SACRAMENTO
Contact: Tina Gontazski
Deputy Director for Housing
West Sacramento Redevelopment & Housing Agency
(916)373-5843
Description: Provided housing and community development grant writing and program
services
Cost: $500,000 (approx.)
Timeframe: 10 yeazs
Contact: Steve Rikala
Senior Planner
West Sacramento Community Development Deparhnent
(916)373-5854
Description: Prepared two housing element updates
Cost: $40,000
Timeframe: 3 years (total calendaz time)
CITY OF HUGHSON
Contact: David Whiteside
City Manager
City of Hughson
(209)883-4056
Description: Provide housing and community development consulting services, update housing
element, prepare grant applications
Cost: $150,000 (approx.)
Timeframe: 4 years
REFERENCES 10-1
1999-262
City of San Bernardino Housing Element Update
CITY OF PASADENA
Contact: Laura Dahl, Senior Planner
Planning and Perrnitting Department
City of Pasadena
(626) 744-6767
Description: Planning, specific plan, and redevelop consulting services.
Cost:
Timeframe:
Hightower/Associates
CITY OF PICO RIVERA
Contact: Ann Negendant, Assistant City Manager
P.O. Box1016
Pico Rivera CA 90660
562-801-4382
Description: At Risk Units portion plus review of remainder of Housing Element Update,
1993.
Cost: $5000 (approx.
Timeframe 1 month
COUNTY OF SAN BERNARDINO
Contact: Ina Petokas, Deputy
Department of Land Use Services
385 N. Arrowhead, 1st floor
San Bernardino CA 92415-0182
Description: Supervised prepazation of Housing Element and rest of General Plan Update in-
house, 1989. Currently providing as-needed planning services on contact to
County.
Cost: Unable to sepazate housing-element related costs
Timeframe: 4 yeazs
REFERENCES 10-2