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HomeMy WebLinkAboutL.D. KING, INC. - 1999-08-16NEIGHBORHOOD PRESERVATION PROGRAM In 1998, the City received in excess of 6000 citizen complaints regarding property maintenance issues and housing code violations. This figure represents a 20% increase in citizen complaints over a five-year period. Because of the increase in citizen complaints, there is a need to create a Neighborhood Preservation Program within the City. The program will focus on 40% of the City's housing stock, which is zoned multi -family. The neighborhood preservation program will also encompass the work currently being done by the nuisance task force. Staff is recommending the City Council hire the firm of L.D. King to create this program. The cost of the Neighborhood Preservation Program is Fifty Eight Thousand Nine Hundred Twenty Dollars (SS 8,929.00). The program will utilize existing City programs and resources and also create new programs as required. Code Enforcement, Police, Fire; Economic Development and Public Works will be asked to participate where necessary. L.D. King, the consultant, will be responsible for creating the Neighborhood Preservation Program while Staff will be responsible for implementing the policies within the program, upon its approval by the City Council. g,comm. Dev. strange,npp CITY OF HUNTINGTON BEACH 2000 MAIN STREET OFFICE OF THE CITY CLERK CONNIE BROCKWAY CITY CLERK CALIFORNIA 92648 LETTER OF TRANSIMITTAL OF ITEM APPROVED BY THE CITY COUNCIL/ REDEVELOPi<IENT AGENCY OF THE CITY OF HUNTENGTON BEACH DATE: A/0 2 s% a�3) % 9 9 TO: •U• jKn -T) (f Name St cat REGARDING:� City, state, Zip t Q� See Attached Action Agenda Item Date of Approval ATTENTION: �i(?/�OrGiLPer) DEPARTAIEN T: Enclosed For Your Records Is An Executed Copy Of The Above Referenced Agenda Item. Connie Brockway City Clerk Attachments: Action Agenda Page CC: A) 00le N arru Name Name Remarks: Agreement --L Bonds RCA Deed b all)_-lam_`—7 5epartment Depannt11nt Department RC_ _y RCA Agreement Agreement RCA Agreement RCA Agreemen. Risk- Management Dept. Insurance y Other Insuran; Other Insurance Other Insurance Other Irsuranze Other Insurance Received by Name - Company Name - Date G:Fo?lowuplcoverltr (Telephone- 714-536.5227) ..Tan 99 Zc%rw�-- y -''/a )In 1 n<v Council/Agency Meeting Held: rAp rred/Continued to: provAp n❑ Conditionally Approved ❑ Denied Council Meeting Date: August 16, 1999 's Signature Department ID Number: CITY OF HUNTINGTON BEACH REQUEST FOR COUNCIL ACTION PL99-56 fa �jc,—ice SUBMITTED TO: HONORABLE MAYOR AND CITY COUNCIL MEMBERS 7_1 SUBMITTED BY: RAY SILVER, City Administratoro7N! `2 PREPARED BY: HOWARD ZELEFSKY, Director of Planning 1 SUBJECT: APPROVE THE PROFESSIONAL SERVICES CONTRACT WITH L.D. KING, INC. FOR CONSULTING SERVICES IN CONNECTION WITH THE PREPARATION OF A NEIGHBORHOOD PRESERVATION PROGRAM Statement of Issue, Funding Source, Recommended Action, Alternative Actlonls), Analysis, Environmental Status, Attachments) Statement of Issue: Transmitted for City Council's consideration is a Professional Services Contract between the City and L.D. King, Inc., for an amount not to exceed Fifty Eight Thousand Nine Hundred Twenty Dollars ($58,920.00), to develop a Neighborhood Preservation Program. Funding Source: The funding source for preparation of the City's Neighborhood Preservation Program will be from existing funds in the Planning Department's contractual services budget. The account number is CD 231 AA 3-90-00. Since the funding is derived from existing funds, preparation of a Fiscal Impact Study is not required. Recommended Action: Motion to: 1. "Approve the Professional Services Contract as prepared by the City Attorney, in an amount not to exceed Fifty Eight Thousand Nine Hundred twenty Dollars ($58,920.00), subject to mutual agreement by the City and L.D. King, Inc., and authorize the Mayor and City Clerk to sign;" and 2. "Amend requirements under Professional Liability to allow a deductible not to exceed $25, 000." E 3 REQUEST FOR COUNCIL ACTION MEETING DATE: August 16, 1999 DEPARTMENT ID NUMBER: PL99-56 Alternative Action(s): The City Council may make the following alternative motions: 1. "Deny the Professional Services Contract between the City and L.D. King, Inc." 2. "Continue the item and direct staff accordingly." Analysis: A. BACKGROUND: In March of 1998, the City Administrator informed the City Council that he intended to recommend a comprehensive Neighborhood Preservation Program to primarily focus on the 40% of the City's housing stock that is zoned multi -family. The Neighborhood Preservation Program will also encompass the work currently being done by the Nuisance Task Force. Over the past few years, the City has noticed a deterioration of many of its older neighborhoods and a decline in the quality of life in these neighborhoods. These neighborhoods have deteriorated primarily because of poor property maintenance, increased crime and social problems. Because of poor property maintenance, increased crime and social problems, the City's Police Department has received calls for services in excess of their normal levels. The Code Enforcement Section of the Planning Department received more than Six Thousand citizen complaints in 1998. This figure represents a 20% increase in citizen complaints over a five- (5) year period. As the City ages, this trend will continue and citizen complaints will increase until the City properly manages the issues of property maintenance, crime and social problems. Code Enforcement conducted a citywide housing survey, which revealed that over Six Hundred single-family dwellings were categorized as substandard. A substantial number of these single-family dwellings have been identified as nuisance properties and continue to contribute to the declining property values in these older neighborhoods. Staff recognized at the time of the housing survey that a program was needed to combat the steady decline of these residential neighborhoods. The Cities of Santa Ana and Long Beach have successful neighborhood Preservation Programs that have improved the quality of life in many of their older neighborhoods. B. STAFF ANALYSIS AND RECOMMENDATION: The proposed Neighborhood Preservation Program will utilize existing City programs and resources and also create new programs as needed. Code Enforcement, Police, Fire, Economic Development and Public Works will be asked to participate when necessary. Code Enforcement will take the lead via the consultant chosen to develop the program. The consultant will be responsible for creating the neighborhood preservation program and the Staff' will be responsible for carrying out the goals and policies of the Neighborhood Preservation Program. The Staff will also coordinate with the various Departments and PL99-56 -2- 08/06199 11:48 AM REQUEST FOR COUNCIL ACTION MEETING DATE: August 16, 1999 DEPARTMENT ID NUMBER: PL99-56 attend Homeowner Association meetings to ascertain what the neighborhood issues are and how to correct them. The Staff will then meet with the respective Department(s) to discuss methods and timing for elimination of the problem(s). Existing City Programs Include: 1. Housing rehabilitation program -Economic Development 2. Graffiti removal program -Public Works 3. Code Enforcement services -Planning 4. Nuisance Task force -Various City Departments 5. COP -Police De artment 6. Oakview task force -Code Enforcement and various Departments 7. Florida/Utica task force -Code Enforcement and various Departments 8. Redevelopment Sub -Areas -Economic Development Proposed Additional Programs. 1. Residential Monitoring Plan for Multi -Family and Single Family Residential 2. How to form a neighborhood association 3. Gang prevention program 4. Inter agency team program 5. Neighborhood beautification program 6. Pro -active housing enforcement via the Nuisance task force 7. Tool rental Program In designing and preparing various City projects and programs, the City has relied on cost effective outside firms/individuals to augment our professional planning staff. L.D. King, Inc. has the expertise and personnel to perform the City's requirement to prepare a Neighborhood Preservation Program. Staff recommends the City Council approve the Professional Services Contract between the City and L.D. King, Inc., and authorize the Mayor and City Clerk to sign. The firms of Willdan Associates and MNA Consulting also submitted proposals for review and consideration by the City of Huntington Beach. Environmental Status: Projects over which public agencies exercise ministerial authority, such as the preparation of a Neighborhood Preservation Program are categorically exempt from the California Environmental Quality Act pursuant to Section 15300.1. PL99-56 -3- 08/06/99 11:48 AM REQUEST FOR COUNCIL ACTION MEETING DATE: August 16, 1999 DEPARTMENT ID NUMBER: PL99-56 Attachment(s): 1. Professional Services Contract between the City of Huntington Beach and L.D. King, Inc. 2. Insurance Certificates 3. L.D. King's Proposal dated June 14, 1999 4. Willdan Associates proposal dated June 15, 1999 5. MNA Consulting's proposal dated June 15, 1999 RCA Author: Duane Bankey PL99-56 -4- 08/06/99 2:42 PM PROFESSIONAL SERVICES CONTRACT BETWEEN THE CITY OF HUNTINGTON BEACH AND L.D. KING, INC. FOR PREPARATION OF A NEIGHBORHOOD PRESERVATION PROGRAM THIS AGREEMENT, made and entered into this o day of /L9 Z-S 7- 1999, by and between the CITY OF HUNTINGTON BEACH, a municipal corporation of the State of California, hereinafter referred to as "CITY," and L.D. KING, INC., a California corporation, hereinafter referred to as "CONSULTANT." WHEREAS, CITY desires to engage the services of a consultant for the preparation of a Neighborhood Preservation Program for the City of Huntington Beach; and Pursuant to documentation on file in the office of the City Clerk, the provisions of HBMC Chapter 3.03 relating to procurement of professional service contracts has been complied with; and CONSULTANT has been selected to perform said services, NOW, THEREFORE, it is agreed by CITY and CONSULTANT as follows: WORK STATEMENT CONSULTANT shall provide all services, except tasks 5 and 6, as described in CONSULTANT's proposal dated June 14, 1999 (hereinafter referred to as Exhibit "A"), which is attached hereto and incorporated into this Agreement by this reference. Said services shall sometimes hereinafter be referred to as "PROJECT." CONSULTANT hereby designates Mr. R. Richard Fleener, who shall represent it and be its sole contact and agent in all consultations with CITY during the performance of this Agreement. 2. CITY STAFF ASSISTANCE CITY shall assign a staff coordinator to work directly with CONSULTANT in the performance of this Agreement. odl?agree.'LDKing - 08!03'99 3. TiME OF PERFORMANCE Time is of the essence of this Agreement. The services of the CONSULTANT are to commence as soon as practicable after the execution of this Agreement and all tasks specified in Exhibit "A" shall be completed no later than twelve (12) months from the date of this Agreement. These times may be extended with the written permission of the CITY. The time for performance of the tasks identified in Exhibit "A" are generally to -be shown in the Scope of Services on the Work Program/Project Schedule. This schedule may be amended to benefit the PROJECT if mutually agreed by the CITY and CONSULTANT. 4. COMPENSATION In consideration of the performance of the services described herein, CITY agrees to pay CONSULTANT a fee not to exceed Fifty -Eight Thousand Nine Hundred Twenty Dollars ($58,920.00). 5. EXTRA WORK In the event CITY requires additional services not included in Exhibit "A," or changes in the scope of services described in Exhibit "A," CONSULTANT will undertake such work after receiving written authorization from CITY. Additional compensation for such extra work shall be allowed only if the prior written approval of CITY is obtained. 6. METHOD OF PAYMENT A. CONSULTANT shall be entitled to progress payments toward the fixed fee set forth herein in accordance with the progress and payment schedules set forth in Exhibit "A." B. Delivery of work product: A copy of every technical memo and report prepared by CONSULTANT shall be submitted to the CITY to demonstrate progress toward completion of tasks. In the event CITY rejects or has comments on any such product, CITY shall identify specific requirements for satisfactory completion. Any such product which has not been formally accepted or rejected by CITY shall be deemed accepted. 2 adVagree![.DKing - MOM C. The CONSULTANT shall submit to the CITY an invoice for each progress payment due. Such invoice shall: 1) Reference this Agreement; 2) Describe the services performed: 3) Show the total amount of the payment due; 4) Include a certification by a principal member of the CONSULTANT's firm that the work has been performed in accordance with the provisions of this Agreement; and 5) For all payments include an estimate of the percentage of work completed. Upon submission of any such invoice, if CITY is satisfied that CONSULTANT is making satisfactory progress toward completion of tasks in accordance with this Agreement, CITY shall promptly approve the invoice, in which event payment shall be made within thirty (30) days of receipt of the invoice by CITY. Such approval shall not be unreasonably withheld. If the CITY does not approve an invoice, CITY shall notify CONSULTANT in writing of the reasons for non -approval, within seven (7) calendar days of receipt of the invoice, and the schedule of performance set forth in Exhibit "A" shall be suspended until the parties agree that past performance by CONSULTANT is in, or has been brought into compliance, or until this Agreement is terminated as provided herein. D. Any billings for extra work or additional services authorized by CITY shall be invoiced separately to the CITY. Such invoice shall contain all of the information required above, and in addition shall list the hours expended and hourly rate charged for such time. Such invoices shall be approved by CITY if the work performed is in accordance with the extra work or additional services requested, and if CITY is satisfied that the statement of hours worked and costs incurred is accurate. Such approval shall not be unreasonably withheld. Any dispute between the parties concerning payment of such an invoice shall be treated as separate and apart from the ongoing performance of the remainder of this Agreement. 3 adl agree;LDKing - 08 03 99 7. DISPOSITION OF PLANS, ESTIMATES AND OTHER DOCUMENTS CONSULTANT agrees that all materials prepared hereunder, including all original drawings, designs, reports, both field and office notices, calculations,maps and other documents, shall be turned over to CITY upon termination of this Agreement or upon PROJECT. completion, whichever shall occur first. In the event this Agreement is terminated, said materials may be used by CITY in the completion of PROJECT or as it otherwise sees fit. Title to said materials shall pass to the CITY upon payment of fees determined to be earned by CONSULTANT to the point of termination or completion of the PROJECT, whichever is applicable. CONSULTANT shall be entitled to retain copies of all data prepared hereunder. S. INDEMNIFICATION AND HOLD HARMLESS CONSULTANT hereby agrees to indemnify, defend, and hold and save harmless CITY, its officers and employees from any and all liability, including any claim of liability and . any and all losses or costs arising out of the negligent performance of this Agreement by CONSULTANT, its officers or employees. 9. WORKERS' COMPENSATION CONSULTANT shall comply with all of the provisions of the Workers' Compensation Insurance and Safety Acts of the State of California, the applicable provisions of the California Labor Corte and all amendments thereto; and all similar state or federal acts or laws applicable; and shall indemnify, defend and hold harmless CITY from and against all claims, demands, payments, suits, actions, proceedings and judgments of every nature and description, including attorney fees and costs presented, brought or recovered against CITY, for or on account of any liability under any of said acts which may be incurred by reason of any work to be performed by CONSULTANT under this Agreement. CONSULTANT shall obtain and furnish evidence to CITY of maintenance of statutory workers compensation insurance and employers liability in an amount of not less than $100,000 bodily injury by accident, each occurrence, $100,000 bodily injury by disease, each employee, and $250,000 bodily injury by disease, policy limit. 4 adVagredl-Ming - ORION99 10. INSURANCE In addition to the workers compensation insurance and CONSULTANT's covenant to indemnify CITY, CONSULTANT shall obtain and furnish to CITY the following insurance policies covering the PROJECT: A. General Liability Insurance A policy of general public liability insurance, including motor vehicle coverage. Said policy shall indemnify CONSULTANT, its officers, agents and employees, while acting within the scope of their duties, against any and all claims of arising out of or in connection with the PROJECT, and shall provide coverage in not less than the following amount: combined single limit bodily injury and property damage, including products/completed operations liability and blanket contractual liability, of $1,000,000 per occurrence. If coverage is provided under a form which includes a designated general aggregate limit, the aggregate limit must be no less than $1,000,000. Said policy shall name CITY, its officers, and employees as Additional Insureds, and shall specifically provide that any other insurance coverage which may be applicable to the PROJECT shall be deemed excess coverage and that CONSULTANT's insurance shall be primary. Under no circumstances shall said above -mentioned insurance contain a self - insured retention, or a "deductible" or any other similar form of limitation on the required coverage, unless approved by Council action. B. Professional_ Liability Insurance. CONSULTANT shall acquire a professional liability insurance policy covering the work performed by it hereunder. Said policy shall provide coverage for CONSULTANT's professional liability in an amount not less than $500,000 per claim. A claims made policy shall be acceptable. A self -insured retention or "deductible" shall also be acceptable in amounts approved by Council action. 5 adVagree'LnKing - 08103:199 11. CERTIFICATES OF INSURANCE; ADDITIONAL INSURED ENDORSEMENTS Prior to commencing performance of the work hereunder, CONSULTANT shall furnish to CITY certificates of insurance subject to approval of the City Attorney evidencing the foregoing insurance coverages as required by this Agreement; said certificates shall: A. provide the name and policy number of each carrier and policy; B. shall state that the policy is currently in force; C. shall promise to provide that such policies will not be canceled or modified without thirty (30) days' prior written notice of CITY; D. and shall state as follows: "The above -detailed coverage is not subject to any deductible or self -insured retention, or any other form of similar type limitation." CONSULTANT shall maintain the foregoing insurance coverages in force until the work under this Agreement is fully completed and accepted by CITY. The requirement for carrying the foregoing insurance coverages shall not derogate from the provisions for indemnification of CITY by CONSULTANT under the Agreement. CITY or its representative shall at all times have the right to demand the original or a copy of all said policies of insurance. CONSULTANT shall pay, in a prompt and timely manner, the premiums on all insurance hereinabove required. 12. INDEPENDENT CONTRACTOR CONSULTANT is, and shall be, acting at all times in the performance of this Agreement as an independent contractor. CONSULTANT shall secure at its expense, and be responsible for any and all payment of all taxes, social security, state disability insurance compensation, unemployment compensation and other payroll deductions for CONSULTANT and its officers, agents and employees and all business licenses, if any, in connection with the services to be performed hereunder. 6 ad Vagreei LDKing - 08:`03'99 13. TERMINATION OF AGREEMENT All work required hereunder shall be performed in a good and workmanlike manner. CITY may terminate CONSULTANT's services hereunder at any time with or without cause, and whether or not PROJECT is fully complete. Any termination of this Agreement by CITY shall be made in writing, notice of which shall be delivered to CONSULTANT as provided herein. 14. ASSIGNMENT AND SUBCONTRACTING This Agreement is a personal service contract and the supervisory work hereunder shall not be delegated by CONSULTANT to any other person or entity without the consent of CITY. 15. COPYRIGHTS/PATENTS CITY shall own all rights to any patent or copyright on any work, item or material produced as a result of this Agreement. lb. CITY EMPLOYEES AND OFFICIALS CONSULTANT shall employ no CITY official nor any regular CITY employee in the work performed pursuant to this Agreement. No officer or employee of CITY shall have any financial interest in this Agreement in violation of the applicable provisions of the California Government Code. 17. NOTICES Any notice or special instructions required to be given in writing under this Agreement shall be given either by personal delivery to CONSULTANT's agent (as designated in Section 1 hereinabove) or to CITY's Director of Public Works as the situation shall warrant, or by enclosing the same in a sealed envelope, postage prepaid, and depositing the same in the United States Postal Service, addressed as follows: 7 adtlagreell-[]King - 08103f 99 TO CITY: Howard Zelefsky Director of Planning City of Huntington Beach 2000 Main Street Huntington Beach, CA 92648 18. IMMIGRATION TO CONSULTANT: Mr. R. Richard Fleener L.D. King, Inc. 2151 Convention Center Way Suite 10013 Ontario, CA 91764-4464 CONSULTANT shall be responsible for full compliance with the immigration and naturalization laws of the United States and shall, in particular, comply with the provisions of the United States Code regarding employment verification. 19. LEGAL SERVICES SUBCONTRACTING PROHIBITED CONSULTANT and CITY agree that CITY is not liable for payment of any subcontractor work involving legal services, and that such legal services are expressly outside the scope of services contemplated hereunder. CONSULTANT understands that pursuant to Huntington Beach City Charter Section 309, the City Attorney is the exclusive legal counsel for CITY; and CITY shall not be liable for payment of any legal services expenses incurred by CONSULTANT. 20. ATTORNEY'S FEES In the event suit is brought by either party to enforce the terms and provisions of this agreement or to secure the performance hereof, each party shall bear its own attorney's fees. REST OF PAGE NOT USED 8 adVagrecolDKing - OS ON 9 FROM CITY OF MB, COMM DEV DEPT FAX NO. : 714 374 1540 Aug. 06 1999 02:13PM P2 AUG 09 1999 21. ENTIRETY ofia qr�'=nor The foregoing, and Exhibit "•A": attached hereto, set forth the entire Agreement between the parties. IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by and through their authorized offices the day, month and year first above wfitten. L.D. KING, INC., a California corporation: CONTRACTOR: By: -/ qr-66M� Richard Flee , AND Sy 4.A Tn;�resi eat Da v fe; tJ, 94141s wr ✓, c f'��S REVIEWED AND APPROVED: City Ai&inistrator CITY OF HUNTINGTON BEACH, a municipal corporation of the State of California mayor - ATTEST: City Clerk APPROVED AS TO FORM: ity ttorney y LNIItIATED AND APPROVED: Director of Planing Pursuant to HBMC Section 3.03.100 ad1/18radLDKft - 08/03/99 1 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT State of County of !aid On before me. G Au �z :-ate TT Tame anc Tare cf 01hee• fe.g_ -J re Doe. Notary Public) persop��y a peare 1-1 personally known to me - OR - PA RIM A f1Al1R CArrmlL don 1 110i N Notay PJAC--ccoww Sm Bwxwd no Cra j* MyCaIM EVkw Aug 21, 2MD N me(s) of 5ignerfs " 0 roved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument. WITNESS my hand and official seal. A2�a� z� - 22L 5igraa,re a' N�taryub•iG OPTIONAL Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. 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CA 92648 IriWr11D+BRED - - - ,_••• TINTAYIVI F•.�R.. rr•��• ref nr ,MrIJx M�MMK reillRrwa�i:. •`• •• .111 r H �,'2 OEOd •NVSv:c E6-E-5rd ` ecu LE6 6C6 !DNI)I 01 :AS IL189 ALUC, -09' 99 (MON! H :46 ANDREINI -- P. '-- ? Z, IW•J .:W- 'i. .: . a / 4 i4l7p, ]a m8upo All A irrMA OP INFORMATION T ONLY M"Covilwa No r 7"N C 75 hAdratut a Company le 44 oodc) mmull. NOT "No an By TOO ode 2737 Clue Drive ra k/9 :� "/" .". - IRS MoLow. Xrvium, CA 92912 /t� �, I I We AFMINKO coggpgo License No. 0204626 -7-0 1 Obowy MOM A CO;MWJ�� CUPA&Tj COMPANY 1) - sin, =C. 2913 CONVENTION CUTER WAY SUITE 1009 I C CMARTO CA 91764-4464 1 11ir T1.1EI It TO WWFY TtiAT Thf fOUCAFS OF VURANIZ5,65m ftwwHW SEEN ISEL& ''M To Tk1F IN5 NAMED AMWE FW' oy KF4 1V01CATEQ, NOW'rH9TANOING AW RIQUIRWENT, 1"JR!A DA DIONOMW4 Of ANY CONTRACT 09 OTHIER 11OW10EW WITH A99PECT TO WHOH Trils ORMFJCATE MAY AS ISO= OR MAY RWAX THE INSURANCE AFFORDED By THE P0130166 GBOF11W.2 AMN 13 809L=T TO ALL THE T!RM& WLU310W8 AQ 0 h FOUtla. UWG &*MN MAY HAYS OEM MCLUCF13 BY PA40 QLNMS, F&AW UMTM Pouty FAWATM i rm OF fou"W9 paw 11"Zo OATS omwm PAM fVWaVfVJ WWII NEU" I I.uE1 r AIQ�NAN Is om. Al. .*Uyy W-11WR -pq4M AN I I ULM MW Ligme K"QNAL A AU 1-4 Wmgv (ftt and fro) I WO W LAM um MWJ mom Blida umir I ALI. Q*m MEM o:n) wo Amm WAM NCj+QjfMfiC AM PR"TY PAW6 14 ROVED -!a" Lamm MD AS T110 FORM. -I LA-MCNLY - fiA ACCIPEN ANY AUTO GAIL HUTTON 0TW THM AUTO ONLY: P A YTORWB� o I-wWome commurm Jim I ;I -- I. — -- ADD'L. I -YD F-1 I�OK 77' T W FADFR9W L444 A=QM 1j. CISPS - PQJ.CY LIMIT , 1 4 eA SNFLOM any A 1PROPU19ZON" PRE11404MIt f 08/10/99 08/10/02i MACH CLAM UPWA LIMIT,= I I I AGGREGM xkmm -A Y*SW=TZRLX $25,000 EACH MAIN. *XXCRPT 10 DAYS FOR NON-PAY31RNT OF PREMIUM- 7 ,woo 'j NO" my OF ro mm co"11080 Powom w o"mmuc flom"11 "m :XTY Op RUNTZKOTON BEAG#i W&1411 Ulm ?wmm1% ?mB "m COWANT WS& w"WOR To - OHL UA" *An% 110m TO " dwrm"Tl "Gum 141wo To ymp an, 1000 MAIN STRICET Wr PMAW TO NM NOON W= IMA4 WOW 40 QWASMW 0 U#MM 9WINGM BEACH CA 92648 OR ANY imp m A rumwv rm as A TE-LI 714 474 0210 ---fj 3JC',-09'99NO1 ) )F:(7: ANDRE fl & C01FANY TEL:! 714 474 0210 P.001 lr..rc/f 7 An&eini and Company. of Southern California License 0208825 2737 Campus Drive, P.O. Box 16969, Irvine, FAX (949) 474.0510 CA 93623.6W DATE: Augmt % 1999 TO: ATTN: FROM: RE: FAX #; Dear Mike: CITY OF Hx1N'TII OTON BEACH MME STRANOE PAM KLETKE L.D. KING, INTC, CERTIFICATE OF INSURANCE 714.374-IW Following this covet page is a copy of Certificate of Insurance issued in your favor as respects the above captioned. The original of this Certificate ib in the mail to you roday. Should you have questions, please feel free to cal. Thank you, cc: L.ID. King, Inc. Attn: Pam Little (909) 917,0202 PAGIrl OF 4 PAGES IF YOU KAVF PROBLEMS RECEIVING THIS MESSAGE, PLEASE CALL (949) 474-0210 4UL. -28' 99(E0) 12:21 ANDRUNI & COMPANY TEL 1 714 474 0210 P.003 L./cc1L. rct i�1c �• too, l o PROVIUMAL MUM NMRRA: L.D.1Qm0,INC. PQUCYi; PR!11oppoe : wig= ENVORDAURNT NN1'14431M: I ENDORSIMENT It is aVeW th4t this paiicy wlll riot he coo Hed =U WY (30) dqB prim wrfttm natioo is Sim to: CITY OF HUNTWOTON aLACH 2000 MW STRHBT W BEACH, CA 0641 All othar Mvidma oPft policy meals uachm d, No Si$Aetm t" cm#wgpmm is r*Vlmd in the XtW* of CgUftAi4 Caunimipa by Auftt=4 Ra wntatM io.1it m mml 5J£ gee_ °P:d8Z:e W82-irf! cuo LEE ou !0ND C1 :AS ;UaS e-IGC4 IV v zw V/&lff i» TNVJV. 5o: L.D. KTIG, INC. $FFECTIVEe 1V1211998 to 1211211" POUCT 9"ER4 M30592a00 ARCHITECTS AND ENGINEERS PROGRAM ENUORSEMENT THIS ENGORGEMENT CHANGES THE POLICY. PLEASE REAM IT CAREFULLY. Tft a ftmment moan" t+WFM prw4m urmd♦rftflfdaWq. BUSINESSOWN9R9 POLICY A. Additto met Insured The fly "ft Is added to PmWaplm C., WHO t8 AN INSURfs"�1, of the Bua1nsommert f.hbMty Coverage Form, SP 710M All pefew or orpeatsatbm an flee wb the own. pony a Aditmsl Insureds we sin an bww*d, but only w9h rout to bbft &MD sue of your anpofng opsrs&m for prof Inswed. B. Prtreiery Gamma With respaot tO d9 is schlep &A ad Ow opera. f M Of the NOMOO IMKffW, Uft IMUM" tie allordod by this POW 14 01hay arid knot ad& tt m) to or torAft ip Wth army other Nowpaice Gelled by or for the benefrt of the sbavo Addl- tfanal Insureft C. Welver of Subrogaltan Pmnreph 2.. Of fear TRANSFER OF RIQ4TS OF RECOVERY AGAINST 0THERS TO US =III- tfon, of VIe Buelnessowflara COMM Poky Con - "On. FIp r, 10. is deleted end replaced by #Anti folkrina: 2. AFro kaft to 8wtnesao mom Ltsbft Gov"a. a. if the Fred not rVa to rescuer ip or psn of any paymsnt we hm marls cedar this po cy. arose Ftphb we AensfARrd to ua. ThIS 4nsurermoe SW Fiat W fnvaiid @d should the Named ]no-xW wahm In w* ". pftr to a foes, army or all rlpht ed nomry apslW any OMW for a but Co. W AV- Hawever, the k0uft lawt do not3t m after a raid to Irepdr Aires At our squat, 9% Vaured WO = �iur or tranftfer Vices Vft to us No help us erftm apes, Thie pwons n n % an dot sP. ply to Medical >~xwmaaa Covr3rrpe. D. After a Tons you tmsy wren your i%hbF apalnat anotlitr PEW lh tMrOV. only A at Vie *ft of toms Ices, that pary to or* of the kftwbg: A bwlnm form: 1) Owned or c or trdlad by Yam or 2) That owns or oontRii4 you. D. Notice of Conaellstlen I. if we cartoet this pamw hit any rmon ott'ler (liar! riorfpaylrwd of pm mlwn, we we WAI wrmn notice at least 34 dep berfare fhe d- feOve date of can detlan to to AddRWW Irinrodrt In pan" A. above. 2. If we cancel this poky for r4npeym@M of pry miu m. ;" WN melr tA7!! em nocta at lost 10 days before the effedws doh at cm antlam to time AddWnal Insureds in RsraprW A. above. THIS ENDOR9EMSW MUST BE ATTACHED TO A CHANGE ENDORSEMENT WHEN ISWEO AFTOR TMF POUCY iS WRnTPW. SS:%:t R -A 90d £BL 1 1C8�l1 t�66�-991.-6rD6-Tt S , sEzu `•f,cE':£ EC-H-Trf ` meezo ire 8GS :31II3f C1 :As --vas _ r _ _ � { _ t,�� ,��, ,� r r�, a_, �r 7 J fit", kA- F ­X. iM Ink X 6,ifi. VV yrAl­ M. OE 7-j M— P ICV A R f 4bl& 1 0 :-V ­', 7. rL R wi Ig, T "Mihod ,­,Frbberv-AVoMN,0 '2�'it--:l#?'15 r�o1kw gr: a!r1'.m� 'RY Ilk V•A w -F-.m A, ­h, A :*R. - .4; 41;1 S'N W,_3 Sued A tv ®r, v -T V . PA A x- zmW A7, F, 14. -F puko v IVY - -fc1tYunti Xn�{/A_,�uton Beachof H-- Lw o'. j, 4 va men ­-P Fltia n n I ng- t j, a .14 LA 0 , -iV s At-W.MlastF g 4• MR. Pi M 366 ag un U92648. v 4' 1 "KIN I -A 4 At 4x 21 ttK.%' R­-Richiiid-f .-Olt Rb t0QB 2 & ;'T5Vb-­bfi!dhtidh- - Me yj '4. R, M N­ A gv­a Ar I3L 0 nffi H-Mc 61 rnia-91764., ga. '64 *k ?11 A .4 9))93PWMi 4 ie a, N J '14 1 u n e,.,-.. 999 A- I I 13 L�CInG June 15, 1999 r� w c„ Howard Zelefsky, Planning Director 4..` 19 CITY OF HUNTINGTON BEACH y9 Planning Department 2000 Main Street Huntington Beach, CA 92648 Subject: Neighborhood Preservation Program Dear Mr. Zelefsky: We are very much looking forward to initiating our common goal of improving the duality of life in Huntington Beach Neighborhoods. We. have enjoyed our involvement . in dramatically successful similar programs in others cities and have found the experience very satisfying. The following proposal was assembled with the purpose 'of including the critical amount of work effort to be successful. The goals of Huntington Beach cannot be achieved with minimal effort nor with a casual understanding. Although we are seriously concerned with limiting the cost of our services, our primary concern is with successful attainment of the City's and residents"goals for healthy neighborhoods. ; My experience in working with property owners in. multiple cities suggests -that they want evidence of a successful solution, not just a "we thing this will work" program. -They are also generally suspicious of government intentions. For this reason, -I believe - it. would be a very big mistake for the City to retain a consultant team that does not have 'an extensive background of working with such specialized programs. I believe our Team has directly similar experience that can not be matched. - The Team we have assembled for Huntington Beach is one of innovation, experience and enthusiasm. Because the program 'involves two-. distinct elements, plan developmentlimplementation and on -going administration we have included two separate proposals, costs and organizations. L. D. King, Inc. will be the lead consultant for development of the Neighborhood Preservation Program. Comprehensive Housing Services, Inc. will work with. us during this -phase and will assume the lead role once we reach the on -going implementation phase. - If you have any questions regarding this proposal; please call.' Each of our team members would be happy to discuss any details of the scope, cost or qualifications in more detail with you. • Thank you for this opportunity to be a part of Huntington Beach's future. Respectfully submitted, A. RICHARD R Vice President of P nning RRF:mcb Attachment L.D. King, Inc. 21,51 Con'vent:or Center Way, Suite 1CCB, Ontario, CA 91764-4464 (909) 937.0200 Fax: (909) 937-02C City of Huntington Beach Neighborhood Preservation Program Table June 15,1999 DESCRIPTION PAGE Project Overview 2 Introduction 2 Philosophy 3 Similar Projects and Successes 5 Scope of Services 7 Schedule 9 Qualifications 10 Overview 10 Commitment to Excellence 11 Company Organization 11 Key Personnel 17 Relevant Projects and Activities 19 Client References 21 Cost 22 Appendix 25 L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Since 1965, L.D. King, Inc. has been providing engineering services to public agencies To further. improve residents quality of life and improve job satisfaction of city employees, our communities must adopt a similar community oriented approach to providing all city services. City of Huntington Bench Neighborhood Preservation Program INTRODUCTION he problems faced by most cities in Southern California are complex and not easily solved. The climate is wonderful and the economy in most sectors has returned to a robust nature. However, most residents will argue that the quality of life may not be as good as they would like. Infrastructure is growing older, many residential neighborhoods that were once new are now aging not so gracefully. Today, communities are made up of widely diversified cultures that often do not understand each others customs and expectations. Small mom and pop businesses have been replaced by mega - outlet malls. Criminal activity seems to be a threat that shadows all of us at onetime or another. The City of Huntington Beach is seeking proposals from experienced consultants to prepare a Neighborhood Preservation Program. A program which will improve communications between residents and the City; one which will improve the City's housing stock, both single family and multi- family; and one which improves the quality of life for the City's residents. L. D. King, Inc. (LDK) believes that the City of Huntington Beach's Request for Proposal (RFP) for preparation of a Neighborhood Preservation Program is a step in the right direction. Such a preservation plan coordinated with improved public delivery of community services could lead to the establishment of a complete Community Oriented Public Services program. COPS, Community Oriented Police Services, has made a dramatic change in the way police departments conduct their duties. More importantly, communities with COPS programs have experienced improvements in quality of life along with reductions in crime. L. D. King, Inc. has professed for sometime that to further improve residents quality of life and improve job satisfaction of city employees, our communities must adopt a similar community oriented approach to providing all city services. L. D. King's discussions with City staff, the experiences and talents of our staff, and our unique and proven successful philosophy of community improvement makes LDK the right consultant to work with Huntington . Beach staff in the preparation of your Community Oriented Public Services Neighborhood Preservation Program. LDK is made up of urban planners, engineers, landscape architects and others committed to solving difficult problems and implementing successful solutions. We are committed to remaining with our clients until a problem is solved or a L.D. KING, INC., 2151 Convention Center Way, Suite IOOB, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 3 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH Successful solutions must be holistic and consider the entire community program implemented. However, we do not provide on -going day-to-day staff assistance. We have, therefore, teamed with Comprehensive Housing Services, Inc. (CHS) to provide extended on -site employee assistance. CHS is well -versed in all federal, State, and local resources for affordable housing. Program management staff are trained in the statutory and regulatory limits of CDBG, HOME, and Hope III. The firm has experience in designing and operating housing programs utilizing redevelopment set -aside funds. Since 1991, CHS has provided technical and administrative affordable housing services for local government and non-profit organizations. Details of CHS's scope of services and qualifications can be found in their attached proposal. LDK and CHS each propose to contract with the City separately but will closely coordinate all services during the start up phase of the program. During preparation of the Neighborhood Preservation Program, and during the programs implementation LDK will be the lead consultant. CHS will participate and support LDK in all efforts. Once the program has reached the "On- going Administrative" phase CHS will become the lead consultant with support from LDK. PHILOSOPHY Hillary Clinton has been quoted as having said, "It takes a village to raise a child". This could be extended to say, "It takes a village to preserve a neighborhood". The thought is the same, the entire community must work together to create an environment in which a child, a family or a neighborhood can grow, prosper, be safe and happy. This is quality of life. You need look no further than one of our current clients, the City of Dana Point, for an example of how one troubled neighborhood is attempting to improve its quality of life. As a part of this effort, the residents of the Dana Point Lantern Village neighborhood adopted the following vision statement for their area. The Village will continue to evolve and grow as a neighborhood, which thrives on diversity while discouraging life styles that may have a negative impact on others. The Village will become a community which consists of residents who respect each other, their property, and their individual rights. The Village will give primacy to the pedestrian not the auto. The Village will not tolerate illegal activity, nor unsafe or unsightly living conditions. The Village will demonstrate that diversity of people, income, and design can flourish in a quality environment. This is an example of the principal that concepts and solutions to community problems cannot be developed in isolation. Successful solutions must be holistic and consider the entire community. All segments of the community can and should be a part of the solution. This includes the City government and its staff. Community Oriented Public Services must understand the residents' L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 4 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH Neighborhood preservation requires a comprehensive, Integrated fabric of programs to be successful The actions must be part of an attitude change desires and be sympathetic to their needs but also, like good parents with unruly children, know when to stand tuff, and enforce the rules. Likewise, City staff must understand that the positive ramifications of their individual coordinated actions can be multiplied and long lasting. For years, firemen have understood their real job is to prevent fires not extinguish them. Today, most policemen will agree that it may not be as exciting but it is more rewarding to prevent crime than it is to arrest criminals. It is now time for the remainder of the City family to recognize that it is far better to prevent deterioration and maintain our neighborhoods and housing stock than to use heavy handed code enforcement to correct problems. It is better to have civic amenities and recreational opportunities than to create laws regulating what citizens can or cannot do in public spaces. Neighborhood preservation requires a comprehensive, integrated fabric of programs to be successful. Any good real estate agent can explain the importance of properly introducing a potential buyer to a new neighborhood. The time of day, the route taken to reach the property, the bright lights in the house, the clean carpets, the fresh flowers, etc. are important for that all important first impression. A potential buyer, knowing, or not, places a great deal of importance on that first impression, the curb appeal. What many of us forget in neighborhood preservation is the importance of curb appeal on a daily basis. James Q. Wilson and George Kelling developed the "broken windows" thesis in 1982 in an article in the Atlantic Monthly. This thesis suggests that the following sequence of events can be expected in deteriorating neighborhoods. Evidence of decay (accumulated trash, broken windows, deteriorated building exteriors) remains in the neighborhood for a reasonably long period of time. People who live and work in the area feel more vulnerable and begin to withdraw. They become less willing to intervene to maintain public order (for example, to attempt to break up groups of rowdy teens loitering on street comers) or to address physical signs of deterioration. Sensing this, teens and other possible offenders become bolder and intensify their harassment and vandalism. Residents become yet more fearful and withdraw further from community involvement and upkeep. This atmosphere then attracts offenders from outside the area, who sense that it has become a vulnerable and less risky site for crime. Unfortunately, the corrective measures are not as simple as fixing one broken window, cleaning a yard of trash or even painting a house. These are necessary but the corrective actions must be coordinated, significant, and large enough in scale to be dramatic. The actions must be part of an attitude change. A change that instills confidence in owners and residents that the improvements will be lasting not just a quick fix. LKD's experience has been that such actions must also be shared. Both City and the owners/residents must participate in the process. Each needs to be shown that the other is committed to the improvement. We can all point to examples where owners attempt to improve a L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone; (909) 937-0200 Fax: (909) 937-0202 Page 5 PROP05AL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH In the first year after its Implementation the program decreased crime in the area by 70% Cost to Implement the Just neighborhood improvement effort was repaid to the City in 18 months through reduced calls for al! public services In the neighborhood 1 neighborhood and fail due to the lack of enforcement tools only available to the City. Likewise, we know of examples where cities have spent millions of dollars to make public improvements only to see them destroyed in a short time because the solution did not fit the problem and lacked owner/resident support. SIMILAR PROJECTS AND SUCCESSES The program which provides the philosophical base for this proposal was first developed by LDK in 1986 working with the City of Montclair. Since that time LDK has worked continuously with Montclair and its widely recognized, awarded and successful Housing Improvement Task Force. R. Richard Fleener, Vice President of Planning for LDK, has been a member of the Task Force since its inception in April 1986. Its initial charge was to turn a "War Zone" multi -family neighborhood into a stable residential environment. The City responded to a neighborhood crisis where gang -related crimes, including drive -by shootings, caught the attention of national television. Utilizing all the departments within the City government in addition to the LDK, the community formed a Housing Improvement Task Force to combat the problem. After a few years, the "Action Plan" developed for this program began to change the 265-acre area. Exterior and interior modifications to the multi -family units were made through a cooperation of public and private efforts. In the first year after its implementation the program decreased crime in the area by 70%. This reduction has continued, unblemished, for over 10 years and is documented by statistics maintained by the Montclair Police Department. According to Montclairs' own accounting records the cost to implement the first neighborhood improvement effort was repaid to the City in 18 months through reduced calls for all public services in the neighborhood. The initial focal point of effort was the "Helena Gardens" apartments on Helena and Bandera Avenues. Landscaping, entry statements, fencing, and gating of alley ways, plus improvements to the interiors of the units made by landlords, have significantly improved the neighborhood. The program requires landlords to participate in an owner's association which has strict guidelines regarding the management of the units and their maintenance. This cooperative effort between a City and landlords is an acknowledged reason for the success of the program. Since its inception, the program has expanded to other areas in the City and has been a model for other cities throughout Southern California. The City of Montclair received the California Chapter of the American Planning Association (APA) award of excellence for "Social Commitment" for its effort to improve the housing quality in the former "War Zone" area. This was L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 6 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH Mr. Heener has been published by the federal Department of Sousing and Urban Development only the first of numerous awards to be presented. Since that beginning, Mr. Fleener and LDK have gone on - to implement similar programs in Cities such as Ontario, Santa Ana, Riverside, Hemet, Santa Maria and Dana Point. Mr. Fleener has been published by the federal Department of Housing and Urban Development and has taught day long classes on his neighborhood improvement philosophy to Code Enforcement certification schools. L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 7 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH 0 TASK 1.0: RESEARCH It is important for the Consulting Team to be thoroughly familiar with the City's existing programs as well as each of the involved individuals' understanding and attitude about the proposed program. 10 1.1: Representatives of LDK will review all program materials provided by the City regarding existing and proposed programs. 1.2: Interviews will be conducted with the City Manager and key task force participants. Up to 10 such one-on-one interviews will be conducted and summarized for the consultant's use. These will be completely confidential and information collected will not be shared with others outside the consultants' offices. During the completion of Task 1, a total of seven meetings are anticipated. The RFP specified a minimum of nine meetings for the entire program. LDK believes that only through in-depth communications can we fully understand the City's needs and personality. We have therefore placed a high level of importance on regular meetings with City staff. This communication will be a two way street. We will be listening to what the City has to say but we will also be conducting training sessions and providing education to staff as necessary. TASK 2.0: DRAFT PLAN DEVELOPMENT The very first part of developing the Draft Neighborhood Preservation Program is to bring the key players in the City together with a consensus on the basic program goals. 2.1: LDK will facilitate a series of sessions for the existing Huntington Beach staff Task Force members. These sessions will be used to build a strong team, resolve any lingering internal conflicts or jealousies, and reach consensus on what "success" will "look like" for this program. 0 2.2: The Neighborhood Preservation Program will be a living process and not a blueprint to be followed in detail. It is important that a process and procedure be defined and principles and goals be established. No two City staff members are exactly alike and no two neighborhoods are exactly alike. As a result, the process/program will need to be "tweeked" on a regular basis to adapt to ever changing conditions. -9 23: With the process established attention will be directed toward adoption of procedures, principles and goals. It is at this point that the actual integration of the new City staff position for the Neighborhood Preservation Program will be defined. Questions about reporting responsibilities and procedures will be developed. How the existing Task Force relates to this position will be explored. 0 2.4: Existing programs will then be blended into this process with the result being the first draft of the Neighborhood Preservation Program. L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 8 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH Reports on research conducted of existing programs in Huntington Beach and other cities will be presented and discussed. The opportunity and need for additional programs will be explored. Implementation options, opportunities and constraints will be defined for new programs. 2.5: Presentation of the Draft Plan will be made to the City Council in a Study Session The Study Session will give City Council the opportunity to fully understand the draft plan and suggest how it might be modified. Eight additional meetings are programmed for Task 2. 4� 2.6: A City Council Public Hearing will be held on the Draft Plan. TASK 3.0: PLAN REFINEMENT 10 Ul b 3.1: Comments received from the City Council Study Sessions and citizens at the Public Hearing will be condensed into a brief report and presented to the Task Force. 3.2: A Final Neighborhood Preservation Program will be prepared based on comments received and discussions with the Task Force. 3.3: Final Neighborhood Preservation Program will be presented to City Council in a Study Session. A total of two additional meetings are scheduled for Task 3. 3.4: A City Council Public Hearing will be held on the Final Neighborhood Preservation Program. TASK 4.0; PLAN IMPLEMENTATION The adopted Neighborhood Preservation Program will be implemented in stages. The first phase will be at the internal day- to-day staff level and the second will be in selected neighborhoods and finally City wide. � 4.1: Phase 1, LDK will attend two meetings per month of the Task Force during the first three months of implementation to assist in start-up efforts. During this time CHS will be initiating their on -going administrative services. 0 4.2: LDK will attend initial neighborhood association start-up meetings as necessary. These meetings will establish individual neighborhood goals and policies as.well as determine possible need for new assistance programs. For the purpose of this contract it is assumed that there will be one neighborhood association meeting per month for three months for a total of three months. Additional meetings can be held on a time and materials basis. TASK 5.0: ON -GOING STAFF ADMINISTRATION This task will be completed by CHS, please refer to their proposed scope of work. TASK 6.0: SPECIAL TECBMCAL ASSISTANCE AND RESOURCES During the implementation program and during the on -going administration phase there will likely be need for yet undetermined special assistance and expertise. These services will be provided on a time and materials basis. L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone. (909) 937-0200 Fax: (909) 937-0202 Page 9 PROP05AL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH DATE (WEEK OF) ACTION TASK 1 August 2, 1999 City Authorization to Proceed August 9, 1999 Project Kick -Off Meeting August 9, 1999 Begin Interviews and Research August 16 & 23, 1999 Interviews Continue and Meetings with Task Force TASK 2 August 30, 1999 Research Complete, Preparation of Draft Neighborhood Preservation Program. TASK 3 TASK 4 TASK 5 September 13, 1999 Presentation of Draft Neighborhood Preservation Program in Council Study Session September 20, 1999 Public Hearing on Draft Neighborhood Preservation Program, October 4, 1999 Presentation of Final Neighborhood Preservation Program in Council Study Session October 11, 1999 October 18, 1999 January 17, 2000 TASK 6 January 31, 2000 - January 31, 2001 January 31, 2001 Public Hearing on Final Neighborhood Preservation Program Commence Implementation of Neighborhood Preservation Program and On -Going Administrative Services Implementation Phase Complete, Commence Final Assistance Phase On -Going Administration and Technical Assistance End of Contract L.D. KING, INC., 2151 Convention Center way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 10 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH Commitment includes our identification of creative, cost-efficient, and practical solutions to the obstacles that impede the attainment of our client's goals OVERVIEW VL. D. King, Inc. (LDK) is :__=_- — a 45-member planning, 06 Aft - landscape architecture, environmental consulting, engineering, and land surveying firm serving the southern California area. Formed in 1965, LDK provides a 34-year history of providing high -quality planning, environmental, and engineering services. Our F='s longevity is based on our corporate commitment to provide service and to offer value to our clients. That commitment includes our identification of creative, cost-efficient, and practical solutions to the obstacles that impede the attainment of our client's goals. By being results orientated, we implement a proactive rather than reactive approach to issue identification and resolution and seek to produce the highest quality documents in the industry. In the areas of planning and entitlement .services, LDK works with public agencies and private -sector clients to formulate plans for community or area -wide development and redevelopment activities. We work with agency staffs to prepare policy documents, to implement community outreach programs, and to identify and evaluate a range of project alternative and design and development solutions. For large-scale projects, often involving thousands of acres, LDK prepares comprehensive planning documents, infrastructure master plans, detailed engineering studies, and design drawings for infrastructure systems and components (e.g., water facilities, sewer systems, drainage facilities, and street improvement plans). LDK brings to the City a full array of in- house professional engineers (PE), certified planners (AICP), registered landscape architects and arborists (RLA), land surveyors (PLS), computer -aided design and drafting (CAD) technicians, geographic information system (GIS) specialists, and additional professional and technical support staff. Our staff members have performed a variety of roles, including State Industrial Development Planner; Consultant to a State CDBG Program; Assistant State Housing Director, Engineer -of -Record; Site Feasibility and Project Manager for national developers; Consulting City Engineer; Chamber of Commerce President; and Consulting Planning Director. Based on our in-house resources, LDK can provide our clients with a multi -disciplinary response to project demands and offer creative solutions derived by examining a problem from a variety of perspectives. L.D. KING, INC., 2151 Convention Center Way, Suite 1 OOB, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 11 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH Our firm's achievements have resulted in multiple planning and environmental awards from local, state, and national organizations and associations Presented below is a brief introduction to our firm and the many services that we offer our clients. As a means of introduction, also included is a sampling of some of our recent projects, brief resumes for a number of key individuals, and a number of clients that can be contacted to obtain unsolicited comments regarding the quality of our representation and deliverables. COMMITMENT TO EXCELLENCE LDK has compiled a long record of success in the design, development, and processing of major planning and engineering projects. Our firm's achievements have resulted in multiple planning and environmental awards from local, state, and national organizations and associations. LDK has also been nominated for both an American Society of Landscape Architects and an Association of Environmental Professionals' awards. A partial list of recent awards have included: o League of California Cities (Helen Putnam Award for Community Development); O California Chapter of the American Planning Association (Social Commitment); o American Planning Association, Inland Empire Section (Outstanding Planning, Focused Issue Planning); o Inland Empire Design Institute (Design Excellence); o National Association of Community Development Professionals (Best Use of CDBG Funds); COMPANY ORGANIZATION LDK's organizational structure can be categorized under two major headings: planning and engineering services. Within these groupings, LDK is comprised of the following distinct divisions. Each of these service areas are briefly introduced and more thoroughly described below. 0 Planning and Neighborhood Improvement- supports public and private -sector clients in the areas of planning, neighborhood improvement, specialized planning and traffic calming studies, including the preparation of general and specific plans, housing studies, and neighborhood preservation programs. ,0, Landscape Architecture — prepares concept and construction -level landscape and irrigation plans for park projects, street improvement plans, and development applications, including street tree master plans, design and maintenance standards, and mitigation plans. O Public Works - provides engineering, planning, and design services for streets and highways, traffic control and parking, bridges and railroad grade separations, airports, water facilities, wastewater reclamation facilities, storm drain improvements, construction contract administration and inspection services. � Surveying - provides boundary and property surveys for tract, parcel and ALTA maps; construction staking for L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 12 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH commercial, industrial, streets, highways, bridges, commuter rail, commuter stations, pipelines, and residential projects. a Laud Development - provides engineering, planning, and design for commercial, industrial and residential projects, including off -tract support systems. NEIGHBORHOOD REVITALIZATION SERVICES Design has been demonstrated to be a factor s in the way individuals perceive and utilize space. In recognition of that relationship, LDK is committed to finding cost-effective design and development solutions to address neighborhood blight and to improve the quality and character of existing neighborhoods and commercial areas. We are currently working with a number of agencies (e.g., Dana Point, Hemet, Montclair, Ontario, Riverside, and Santa Ana) to improve existing blighted neighborhoods, address physical deterioration of those areas, and formulate workable solutions to the corresponding social issues affecting those area. For the last 13 years, LDK ;ntcldif-14Cead°�4s"K, has been a member of Montclair's Housing ^' Improvement Task Force, a multi -award winning 0.example of how neighborhood revitalization and improvement efforts can be accomplished at a low cost, with undisputed success, and with dramatic community savings. Pre - and post -project surveys have demonstrated that the crime rate within the target neighborhoods was reduced by up to 70 percent as a result of LDK's design solutions. For the City of Ontario Neighborhood Improvement Task Force, LDK developed and is presently implemented a plan to improve 22 separate residential neighborhoods and commercial areas located throughout the community. PLANNING AND ENVIRONMENTAL SERVICES As a precursor to development, LDK prepares opportunity and constraint analyses, focusing on environmental i s s u e s, infrastructure limitations, jurisdictional considerations, and project feasibility. As a planning firm committed to formulating long- range solutions directed toward developing sustainable communities, environmental review both as a precursor to development and as part of the State (CEQA) and federal (NEPA) process is a major focus of our work effort. Only through the early identification of environmental issues can the full cost of project entitlement be determined and solutions to any development constraints identified. L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 13 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH Land Planning and Site Planning. LDK's land planners take raw -- land and conduct opportunity and c - constraints analyses to identify jurisdictional, environmental, and engineering issues - affecting land development. In addition, to improving return - on -investment, we conduct highest - and -best use studies and prepare lotting studies to increase yield. Once a plan is formulated, we prepare specific and master plans and concurrently process tentative and final subdivision maps. As part of the planning process, LDK conducts siting studies examining a broad range of project alternatives, including preparation of conceptual and final development plans and the identification and costing of infrastructure improvements. With extensive AutoCAD and GIS capabilities, we can produce high quality, computer graphics that can be easily manipulated to reflect changes in the project's design or document site conditions. Land Development Projects. LDK has prepared lotting studies, infrastructure capacity analyses, tentative subdivision maps, and site plans for most of the major residential development companies operating throughout the southern California area. For those clients, we formulate development plans and entitlement strategies designed to maximize return -on -investment and fully address all relevant environmental issues that may impede project effectuation. Recent residential clients have included Lewis Homes (now Kaufman & Broad), Van Daele Development Corporation, Watt Homes, M. J. Brock & Sons Inc., Concordia Development, Robertson Homes, Regent Homes, and Forecast Homes. LDK has a long and successful track record working on commercial and industrial projects. For those projects we have prepared siting and parking studies, infimtructure capacity analyses, street improvement plans, and tentative and final subdivision maps. Recent commercial and industrial projects have included the Edwards' 24-Screen IMAX Theatre at Ontario Mills Mall, BCE Development's 290-acre Commercial/Industrial Specific Plan in Rancho Cucamonga, the 1,200- acre Ontario International Centre in the City of Ontario, and the 20-acre Coca- Cola Distribution Center in Rancho Cucamonga. LANDSCAPE ARCHITECTURAL SERVICES LDK can provide the City with a wide range of landscape and park planning, landscape architecture, irrigation design, and management services. Our in-house arborists can assist in tree identification, prepare tree inventories, formulate and implement tree maintenance programs, prepare street tree master plans, and arborist reports. In addition, our in-house landscape architects prepare original landscape plans, water use studies, L.D. KING, INC., 2151 Convention Center Way, Suite I OOB, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 14 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH irrigation plans, construction drawings, and specifications. Landscape -related services include the preparation of park and recreation master plans, design guidelines, and landscape and tree ordinances, landscape and park designs and renovation plans, trail plans, and specification. We provide AB 325 compliance, landscape maintenance contract and construction contract compliance services, and water c o n s e r v a t i o n programming. Projects that may typically be thought of as pure engineering are reviewed for aesthetic potential. Planning is viewed with a holistic approach to integrate parks, trails, and landscape to promote a higher quality of urban life. Within this approach, cost, budgetary constraints, and future maintenance issues j are carefully monitored to develop the best product within the perimeters established by our clients. Recent projects include the Parks and Recreation Master Plan for Douglas County, Nevada; Library and Senior Citizen Parking Lot Improvement Project for the City of Chino, California; Baymont Inn and Suites in the City of Ontario, California; and Water Conservation Program for the City of Chino Hills, California. TRAFFIC CALMING DESIGN SERVICES Traffic planners must balance the often competing and conflicting demands of efficient traffic movement, the safety and separation of motorists and pedestrians, and the demands of adjoining businesses for both visibility and parking. As an alternative to ever increasing street width, many agencies are recognizing the value of "street calming" as an effective means to promote business, introduce landscaping, expanding on -street parking, eliminate "cut through" traffic, remove physical barriers, and promote neighborhood identify and stability. Traffic calming is often identified as a solution to blighted commercial areas and high -crime residential neighborhoods. For both, increased visibility and a reduction in traffic speeds are important considerations. Although streets must continue to function and fulfill their primary intent as conduits for automobiles, streets must effectively serve the uses that align those thoroughfares. Warr Mor mman arwaww ruA • s wurwsQ route r- vgnu soonwore.oaraAroft&faw"GMUeUN" +*A Stores need to attract customers. and provide convenient short-term parking opportunities. In residential areas, the scale of the roadway and its visual character can unite rather than isolate residents. LDK's approach to all urban design projects involves the "Team Concept," L.D. KING, INC., 2151 Convention Center Way, Suite IOOB, Ontario, CA 91764 Phone: (909) 937-0200 Fax. (909) 937-0202 Page 15 PROPOSAL. FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH Traffic calming techniques are being used to eliminate pass - through criminal activities and both physically and organizational ly unite neighborhood property owners. inclusive of not only agency representatives and their technical consultants but also the affected community. LKD works to establish program objectives outlining the desired "end result" (e.g., attract more business, elimination of crime). Using in- house planners, traffic engineers, landscape architects, and an array of AutoCAD technicians, we then prepare a number of design and development options to accomplish those goals. This approach has been effectively utilized in traffic calming projects in Montclair, Ontario, and Santa Ana. LDK is presently working with the City of Dana Point in implementing a traffic calming program for a mixed -density neighborhood with insufficient on -street and off-street parking. By reducing paving width, travel speeds can be reduced, traffic redirected onto arterial highways, and additional landscaping and on -street parking provided. West "B" Street in the City of Ontario is an innovative project presently transforming a blighted mixed -density residential neighborhood into an attractive, functional community. Traffic calming techniques are being used to eliminate pass -through criminal activities and both physically and organizationally unite neighborhood property owners. LDK has extensive experience in the planning and design of traffic calming solutions for both downtown and residential areas. Working in cooperation with agency personnel, in-house staff, independent traffic engineers, and local property owners, LDK prepares conceptual improvement plans and evaluates the traffic and related impacts associated with those improvements. Alternative design concepts are prepared and evaluated relative to established criteria. Once a preferred' alternative has been identified, detailed improvement plans and cost estimates are prepared, often working directly with adjoining landowners. ENVIRONMENTAL COMPLIANCE SERVICES LDK brings to the City a long, successful, and continuous record of processing environmental documents for major planning, development, redevelopment, and infrastructure -related projects. With a 30-year history in preparing comprehensive and focused environmental studies pursuant to the California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA), we have demonstrated our ability to prepare legally -defensible documents that fully comply with all regulatory requirements and serve as on -going planning tools. Practicality, feasibility, and legal defensibility are important components of all our environmental compliance activities. In addition to the preparation of comprehensive environmental documents, LDK can provide the City with a full array of technical consulting services. Focused studies include: (1) acoustical analysis; (2) air quality modeling; (3) biological resource assessment; (4) environmental site assessment; (5) , hydraulic - and hydrologic investigations; (6) traffic and transportation engineering; (7) visual impact assessment; (8) water quality analysis; and (9) wetlands delineation. L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 16 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH LDK recently completed environmental documents for a major transit center in the 'City of Ontario. In addition, we are presently preparing environmental studies for the 2,500-unit Lytle Creek North Master Plan (County of San Bernardino) and 1,450- unit Regent/Forecast Specific Plan (City of Ontario). LDK is also preparing a program - level EIR examining the build -out of the City of Montclair, as authorized under the "City of Montclair General Plan" (presently being prepared jointly by the City and LDK). The goal of each of these studies is to provide both an environmental basis for the adoption or revision to the communities' general plans and to allow later development, redevelopment, and capital improvement projects that are consistent with those specific or master plans to proceed with minimal additional CEQA review. In addition to a comprehensive understanding of both the CEQA and NEPA, LDK has extensive experience with other applicable environmental regulations including, not limited to, the federal Clean Water Act, State and Federal Endangered Species Acts, the California Fish and Game Code, and the California Species Preservation Act. ENGINEERING SERVICES LDK's engineering team works closely with our clients throughout the initial design phase of the project. Our design team applies value engineering principles to select a system that best meets the performance and cost requirements of our clients. Value engineering is the application of the scientific method to the study of values of systems. The major objective of value engineering in building design and construction is reduction of initial and life -cycle costs. By applying value engineering to each of our project assignments, we can provide our clients with a range of strategies that provide alternative solutions to the problem at hand. LDK's engineering division provides engineering, design, and entitlement services for street and highway improvement projects, traffic control and parking improvements, bridges and railroad grade separation projects, railroad passenger stations, airports, water systems, wastewater reclamation facilities, drainage facilities, and utility pipelines. LDK provides right-of-way services and plans, specification and cost estimates (PS&E) for roadway, drainage, grading, utility clearance, water, sewer, signing, striping, traffic signals and landscaping. In addition, we prepare subdivision maps, lotting studies, grading and erosion control plans, hydrology studies, utility plans, and infrastructure master plans. LDK also provides construction administration, roadway and bridge inspection, and construction staking for projects that include major roadway grading, drainage facilities, and bridge construction. These activities range from the performance of constructability reviews of plans, specifications, and bidding documents from contract award through final inspection (culminating with final close-out). These services further include issues associated with claims resolution. L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 17 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH The trust bestowed on LDK by those agencies demonstrates the quality of our work products CONTRACT PLANNING AND departments, outside service agencies ENGINEERING SERVICES and, when required, other governmental entities. LDK is presently providing contract planning and engineering services to a number of public agencies, including the Cities of Montclair (Contract City Engineer), Ontario (Contract City Planner), and Upland (Contract Plan Checker). In addition, for the City of Montclair, we are presently providing staff support for the Housing Improvement Task Force. For those agencies, we provide a multi- disciplinary response to the planning, engineering, and environmental issues associated with the permitting of private development projects, public works projects, and other capital improvement activities. LDK's contract staff are responsible for: • Maintaining and improving upon the quality of technical reviews performed by agency staffs; o Ensuring compliance with regulatory requirements, environmental policies and guidelines, applicable code requirements, adopted plans and policies (general and specific plans, zoning ordinances), and development and design regulations; 4 Representing our agency clients before the development community and general public and, through that representation, establishing the overall impression that those individuals have of their communities and the responsiveness of agency personal to their concerns; o Improving record -keeping practices and document controls; and o Coordinating Engineering and Planning Division activities with other municipal Each of these agencies have entrusted LDK with the responsibility of ensuring that all planning, environmental, engineering, and entitlement issues associated with public projects and private -sector development activities occur in the highest professional manner and in strict compliance with all applicable rules, regulations, and standards. As contract City Engineer and contract City Planner, LDK acts in the capacity of agency staff and represents those agencies before the public and before the community's elected officials. In recognition of the significance of these roles and the potential long-term liabilities inherit in the performance of these responsibilities, each of our agency clients place the utmost trust in the quality of our work products and professional representation. The trust bestowed on LDK by those agencies demonstrates the quality of our work products, the professionalism of our agency representations, and the commitment that we bring to all of our project assignments. KEY PERSONNEL With a staff of 45 professionals, LDK can allocate a broad array of engineers, planners, environmental and resource specialists, landscape architects, and surveyors to any project assignment. LDK's in-house staff represents a broad range of professional disciplines. Most senior staff members have over 20 years of professional experience, possess one or more State licenses or certifications, and L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 9I764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 18 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH He is widely recognized as an expert in formulating successful neighborhood improvement programs f many hold or are pursuing advanced academic degrees. Presented below is listing of a number of key staff members who will be directly involved with this project assignment. In addition to the people cited, other in-house support staff is available to assist these individuals in the performance of their project roles. Should additional personnel resources be required, LDK will dedicate such additional resources as required to keep the project "on track" and "in budget." Complete resumes for each of the following individuals can be provided upon request. R. Richard Fleener, Vice President of Planning brings to the City over 30-years of land planning experience and will provide additional technical support and will allocate all corporate resources as may be required to complete the project assignment. Dick has served as principal - in -charge for a broad range of major development projects and was actively involved in formulating development plans for the 8,200-acre Ontario Agricultural Preserve. He is widely recognized as an expert in formulating successful neighborhood improvement programs and is currently working with the Cities of Hemet, Montclair, Riverside, Ontario, Santa Ana, and Santa Maria in addressing long- range planning and preservation issues. Peter Lewandowski, AICP, Director of Planning brings to the team an extensive background in environmental sciences and project management. With over 25-years experience in preparing and processing EIRs for major development projects, Peter brings a proven track record and demonstrated expertise to successfully complete all CEQA and NEPA assignments. He has been involved with a broad array of projects, including major residential projects (ranging up to 20,000 units), regional commercial centers, high- rise office buildings, and major infrastructure improvement projects. Current large-scale residential projects include, but are not limited to, Regent/ Forecast Specific Plan (City of Ontario/ San Bernardino County), City of Montclair General Plan (City of Montclair), and Lytle Creek North Planned Development (San Bernardino County). Cristine McPhail, Registered Landscape Architect works with LDK's planning staff to address design, landscape, and related visual resource issues. Over the last ten years with both the public and private sectors, Cristine has performed a variety of planning and landscape architectural assignments for a number of local agencies. In that role she has prepared numerous planning and design studies. Working in concert with various water conservation agencies and technical consultants, she authored the City of Chino Hills' first water conservation program and implementing ordinances, resulting in the reduction in the maximum use day of an estimated one million gallons of potable water. Cristine brings to the team extensive experience in preparing graphic presentations using AutoCad 14 and other computer software systems. Recent projects have included: (1) Management Framework for the 16,000- Acre Open Space Preserve (Irvine Company and Nature Conservancy); (2) Chino Hills Open Space Management L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 19 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH Regardless of job titles or positions held, the proof of a persons ability is reflected by their accomplish -ments and successes Plan (City of Chino Hills); (3) Park and Recreation Master Plan (City of Chino Hills); and (4) Park and Recreation Master Plan (Douglas County, Nevada). RELEVANT PROJECTS AND ACTIVITIES Regardless of job titles or positions held, the proof of a person's ability is reflected by their accomplishments and successes. The following demonstrates R. Richard Fleener's ability to work with diverse groups, to motivate and organize individuals with differing interests, and to create solutions that lead to successful conclusions. Montclair. For over thirteen years, since its creation, he has been the consultant member of the Housing Improvement Task Force which is a multi -award winning example of how neighborhood improvement can be done at low cost and with undisputed success and dramatic cost savings to the City, owners and residents. As a result of this process, crime has been reduced by 70%! Ontario. As consultant to the City of Ontario Neighborhood Improvement Task Force, he was directed to develop a plan to assist with the improvement of twenty-two neighborhoods. These areas included residential, commercial and industrial in all sectors of the City. Following this effort he was retained to work with the first priority neighborhood for purposes of assisting formation of the Owner's Association and preparing conceptual and construction plans for the neighborhood's improvement. Dana Point. He served as the chairman and consultant to a Task Force of residents and City staff working towards the improvement of an older problem neighborhood in an upscale California beach community. The first chore of this assignment was to bring the fractured feuding residents together and develop a consensus on a neighborhood's Vision. Riverside. As a special consultant to the City's Redevelopment Agency, he was retained to assist staff form a property owners' association in a troubled multi- family neighborhood. Santa Ana. Dick has been retained by the City to work with its staff to meet with multifamily property owners in two dysfunctional neighborhoods in an effort to motivate them into forming Owners' Associations for the betterment of the City. Santa Maria. The City and property owners retained Mr. Fleener to provide consulting services to assist them in organizing an Owners' Association and Prepare an Action Plan for the improvement of a predominately farm workers, multi -family residential neighborhood. Hemet. Mr. Fleener and L. D. King, Inc. were retained by the City of Hemet to develop an analysis and evaluation of selected multifamily problem areas in the City. He was then selected to work with owners and City staff to develop a plan and a strategy for the effective long term improvement of the highest priority neighborhood Tucson. Working with City of Tucson Transportation Department Planning staff, and a diverse group of social service L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 20 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH agency representatives and persons with disabilities from Tucson. Mr. Fleener and the L. D. King, Inc. staff were charged with directing the development of a financially viable transportation service for those individuals in the community who are no longer eligible for paratransit service under new ADA regulations. Eagle Grove. A small rural community was devastated by a gas explosion which killed 13 residents in the downtown area. He helped the community to heal and organize. As a part of this process he prepared a redesign of the downtown for the rebuilding and the rejuvenation of the City's economy and spirit. Iowa. As a State employee, he was charged with motivating towns and cities all over Iowa on how to organize and rebuild their downtowns. This included formation of non-profit corporations and associations, many of which had a large percentage of non-resident building owners. This eventually resulted in his preparation of a "How to Manual" on downtown redevelopment which was distributed to all cities in the State. Ten years continuous experience as a consultant to the poorest community in the State of Iowa. This effort included working with Cities and residents to change a blighted very low-income residential neighborhood known as "Bootleggers Addition" into an improved residential neighborhood latter referred to by the same residents as "Champagne Estates". Special Consultant to Iowa Governor's Office of Planning and Programming; This assignment required that Mr. Fleener visit, analyze and redirect those cities which had failed in their efforts to successfully implement their CDBG funded community development projects. State of Iowa. In the mid 80's states were given the responsibility of administrating CDBG funds for the federal Department of Housing and Urban Development. After several years the State of Iowa retained Dick to interview CDBG staff and develop a revised and more efficient administrative program. Iowa Housing Development Corporation. He was responsible for training and providing technical assistance to Housing Specialists in all regions of the State. The goal was to develop programs - to assist low-income families with their housing needs. This usually began with the formation of local, non-profit corporations and ended with the development of housing for the low- income and elderly. This was the fast such State-wide housing non-profit in the Country. Private land development. In addition to his work with governmental organizations, he has a long list of successful land development projects that he has directed ranging from small single lot rezonings to 2000-acre master planning programs. Chambers of Commerce. He has not only served as the President of a Chamber of Commerce for a major City of 135,000 population he has also provided services as a facilitator for numerous other chambers of commerce at their annual board of director retreats. His assistance has provided the spark and catalyst for these groups to form successful new directions and programs to carry out their Mission Statements. L.D. KiNO, INC., 2152 Convention Center way, Suite I OOB, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Page 21 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH Neighborhood Groups. Through the use of the Neighborhood Assessment Wheel, a unique tool developed by Mr. Fleener, he has been able' to stimulate considerable positive discussion, consensus building and goal setting in dysfunctional neighborhoods. Seminars/Training. He has served as a presenter at numerous seminars and training programs at the local, State and National levels. In addition he serves as an instructor for Rio Hondo Community College for certification of Code Enforcement Officers through the Southern California Association of Code Enforcement Officials. Publications. Reports and stories written by Dick have been published locally and nationally in such publications as the League of California Cities' Western Cities Magazine; the National Association of Housing and Redevelopment Officials' Journal of Housing and Community Development Magazine, the Department of Housing and Urban Development's Cityscape, A Journal of Policy Development and Research. CLIENT REFERENCES We encourage the City to contact any of our past clients. Those individuals listed below and any additional references that you may request can be contacted to obtain information concerning the quality of our work products, our knowledge of environmental regulations, our detailed understanding of relevant planning issues, an ability to find cost-effective solutions to those issues that impede the attainment of our client's objectives, our project management capabilities, our effectiveness in obtaining discretionary permits and approvals, and the professionalism of our client representations. Robert Clark Community Development Director City of Montclair 5111 Benito Street Montclair, CA 91763 (909) 626-8571 Suzy Douma, Lieutenant City of Hemet Police Department 210 N. Juanita Avenue Hemet, CA 92543 (909) 765-2408 Andy Wingert Code Enforcement City of Ontario 303 East "B" Street Ontario, CA 91764 (909) 986-1151-4019 G. Michael Milhiser, City Manager City of Upland Office of the City Manager 460 North Euclid Avenue Upland, CA 91785-0460 (909) 931-4106 Carol Berg Neighborhood Services Manager City of Santa Ana 20 Civic Center Plaza Santa Ana, CA 92702 (714) 667-2261 L.D. KING, INC., 2151 Convention Center Way, Suite l DOB, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 Son: 6y: L] KING; 909 937 0202 ; Ji1-28-99 9;35AM; Page 212 1%e 22 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTTNOTON BEACH • TmK 1.0 Kick -Off Mccting $2,000.00 Research 5,500.00 interviews 3,000.00 Task Force Meetings 2.JQQ.QQ TOTAL 313,000.00 % 2.0 Task Force Sessions $3,500.00 Process 2,700-00 Procedures/Goals 6.000.00 Existing Programs 2,500.00 Draft Plan Report 2,500.00 City Council Study Session 500.00 Public Hearing 1,100.0 TOTAL S1$,000,00 Comments & Rcyisions Final Product City Council Study Session Public Hearing TOTAL ASK 4.0 Task Force Meetings Task Farce Support Association Meetings TOTAL SUBTOTAL TAsx S CHS — See CHS Proposal AS ' 4.0 $3.750.00 3.500.00 3.750.00 511,00.80 $49, I00.00 Optional Time and Materials by L. D. King, Inc. Estimated emithoursl $14,000.00' month for 13 months at attached billing rate. $3,500.00 SUB -TOTAL LDK S49,100.00 2,000.00 20-Yo Contingency Schedule/Overall budget S9M0,00 500.00 1,1QUO TOTAL 339,920.00 $7,100.00 *riot included in total LD. xiwa, rNC., 2151 Coavouean Caw Way, Suite 1000. (kuarin. CA 91764 Phone: (W 937-M Fax. (909) 937-0202 Page 23 PROPOSAL FOR Nl_IGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH Note: The following meetings are included in cost. Meetings Task Force Interviews* (over 2 days) Public Hearings Council Association Meetings* TOTAL TASK 1.0 TASK 2.0 TASK 3.0 TASK 4.0 5 6 6 2 1 1 1 1 3 7 8 2 9 TOTAL. 17 2 2 2 3 26 * 10 interviews have been included, all to be conducted over a one or two day period. ** This assumes that most association meetings will be held on the same day as Task Force meetings. Cost of individual meetings are estimated as follows: 1. Meetings with City Staff. These are estimated to be two hours in length with an equal time for preparation and follow-up. 4 hours @ $135/hour = $540.00 2. City Council Study Sessions: These are estimated to be one hour in length with three hours of preparation and follow-up for each. 4 hours @ $135/hour = $540.00 3. City Council Public Hearings: These are estimated to be two hours in length with six hours of preparation and follow-up for each. 8 hours @ $135/hour = $1,080.00 L.D. KING, INC., 2151 Convention Center Way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 L. A King, Inc. July 1, 1998 Through June 30, 1999 Page 24 wanes i,61Wt "AM -,I Principal........... .......................... ............. ............. ............. ............. ............. ............ ............. $135.00 ProjectManager.................................................................................................................... $107.00 PlanninggDirector................................................................................................................. $102.00 Protect Engineer/Pianner...................................................................................................... $ 97.00 ProjectDesigner .......................... ............. ............. ............. ............. ............. ............ ............. $ 88.00 landscapeArchitect............................................................................................................. $ 83.00 Associate Engineer/Planner........ ............. ............. ............. ............. ............. ............ ............. $ 83.00 Senior Designer/Senior CADD Technician ..................................... ............. ............ ............. $ 83.00 Assistant Engineer/Planner................................................................................................... $ 76.00 CADDTechnician....................... ............. ............. ............. ............. ............. ............ ............. $ 72.00 Engineer/Planner Technician............................................................................................... $ 50.00 En eering/Planning Aide.................................................................................................. $ 42.00 Aistrative Assistant....................................................................................................... $ 48.00 Word Processor/Secretary ..................................................................................................... $ 42.00 SupportStaff....................................................................................................................... $ 26.00 SURVEYING SERVICES ProjectManager.................................................................................................................. $107.00 Project Surveyor/Office ... $ 89.00 Senior Survey Calculator...................................................................................................... $ 83.00 SurveyCalculator............................................................................................................... $ 76.00 3-Man Survey Crew............................................................................................................ $210.00 2-Man Survey Crew............................................................................................................ $164.00 1-Man Survey Crew .................. ... ............... .......... .. ............ ............. $ 89.00 TRAVEL TIME (WHEN IN EXCESS OF 8 HOURS PER DAY) 3-Man Survey Crew............................................................................................................ $112.00 2-Man Survey Crew............................................................................................................ $ 76.00 OVERTEIAE RATES 3-Man Survey Crew............................................................................................................ $250.00 2-Man Survey Crew............................................................................................................ $192.00 SUBSISTENCE 3-Man Survey Crew............................................................................................................ $150.00 2-Man Survey Crew............................................................................................................ $100.00 CONSTRUCTION SERVICES ................... Project Manager............................................................................................. ... $107.00 Senior Resident Engineer..................................................................................................... $ 98.00 ResidentEn m* eer................................................................................................. ...... $ 92.00 SeniorBridge Engineer ......................................................................................................... $ 98.00 BridgeEngineer............................................................................................................. SeniorInspector.................................................................................................................... $ 92.00 $ 82.00 Inspector........................................................................................................................... $ 72.00 Inspector(Overtime)......................................................................................................... $ 94.00 ElectricalInspector............................................................................................................... $ 82.00 Electrical Inspector (Overtime)....................................................................................... $ 95.00 25.00/Day Car/Truck for Construction Services Personnel...................................................................... $ MMOURSABLE COSTS In -House epr duction......................................................................................................... Cost Printing and Materials ................. .................................................................................... Cost + 15% Express Mail/Courier/Next Day Service.............................................................................. Cost + 15% Special Subconsultant SerAces............................................................................................. Cost + 10°/a NOTE: L. D. KING, INC. rsserves the right to change hourly rates on My ist, due to Tabor agreements, salary adjustments, and changes in operating expenses. All billings will be at the current biWng rates. Page 25 PROPOSAL FOR NEIGHBORHOOD PRESERVATION - CITY OF HUNTINGTON BEACH The following support materials are provided as a way of further describing the scope of L. D. King's involvement with community and neighborhood preservation. 1. Reprint of Western City, July 1991. This article was prepared by Mr. Fleener as an in-depth overview of the early stages of the Montclair program. It has since been used by many as a primer on successful multi -family improvement procedures. 2. Reprint of Journal of Housing and Community Development, 1995. This article was selected by NAHRO for publication because of the projects efficient expenditure of CDBG funds. 3. From War Zone to Neighborhood. These brochures were prepared by the City of Montclair to briefly explain their program to the many cities which had asked for more information. 4. Stoneridge Report, September 1998. This newsletter was prepared by L. D. King as a part of our neighborhood improvement project. Its purpose was to provide pre -construction information to residents. Note that each article is printed in English and Spanish. 5. L. D. King Report, Special Edition. This handout was prepared by L. D. King in response to multiple requests for more information on what on -going costs can be expected to maintain a multi -family owners association. 6. Hemet Multi family Improvement Concepts, 1999. These computer generated graphics were prepared by L. D. King to suggest to owners what their neighborhood might look like after construction of their choice of project elements. L.D. KING, INC., 215I Convention Center Way, Suite 100B, Ontario, CA 91764 Phone: (909) 937-0200 Fax: (909) 937-0202 ommon to urbicultures through- out the country, the City of Montclair faced a destructive crimi- nal and multi -family housing crisis in the mid -eighties. Drug dealing, prostitution and other gang -related criminal activities combined with neglected apartment build- ings (mostly two-story four plexes) to form an extremely dangerous, undesirable envi- ronment. This area and its problems were featured on the evening network news and accurately labeled a "War Zone". The 1960s were years of residential growth in Montclair. Planners of the time were unable to predict changes that would soon take place in American society. The apartments and the sites constructed were bunt for a market based on the traditional family structure. -Unfortunately they were grossly inadequate in overall amenities. Entire blocks of four-plexes were built, each on its own lot- A minimum amount of open space and private areas were provid- ed. Off-street parking consisted of one car- port space per unit Buildings fronted onto each other with one end facing the street and one end facing the public alley. Although one owner originally owned most of the units, as time passed, each building changed hands and was often pur- chased for retirement investment by unso- phisticated -mom and pop" -type absentee owners. Often more than 20 different build- ing owners own property in one block By the late 70s and early 80s, these build- ings began to physically decline. Simul- R Rkhard FUener is Vue Praident ofPlanning for LD. Krng, Inc, engineers and planners, who served as consultamty on this project. taneously, cultural and social changes began, for which neither the city nor the owners were prepared. Not only were sin- gle -parent families and latch -key children becoming more common, but immigration from Mexico and Southeast Asia was increasing. Neither the buildings nor the sites were designed for the new lifestyles they brought with them. The drug culture and its accompanying criminal activity . seemed to take over, and this neighbor- hood provided the ideal incubator for this new American phenomenon. Neither property owners nor govern- ment officials could adapt to these changes quickly enough to effect a positive change. Indeed, separately these two groups were nearly powerless. Owners were known to abandon units in fear for their lives while attempting simply to collect rent. City off& cials sent more and more police into the area, but still were unable to rid the neigh- borhood of crime. Lawlessness continued to expand, over- crowding increased, landlords were threatened at gunpoint by "squatters" who had taken over vacant units; and vandal- ism by area gangs and disgusted vacating renters went unrepaired. An explosive and truly deadly situation was spiraling ever downward. Longtime resident, Terry Ivoy drew a mental picture: "When I first moved here it was called 'Machine Gun Alley'." he Mayor and City Council wise- ly foresaw that the problems of these multi -family areas could easily spill over into single-kmily areas and threaten the city's major retail center, less than two miles away. This regional mail is the largest single generator of income for the City. Mayor Larry Rhinehart, who also acts as Chair of the city's Redevelopment Agency, LEAGUE OF C.UIFORNNLA CMES '�'���• ibis-{ ��5 i! iElElill fJ1Qi! a -.gin 1 t Ifrfr name tray girra fu tkr u+•i&-hN,rlr,muL Thr lG•kua Garrlrus prrrj,rt mmirturrutsirru priatrltti' . amtrurrrrrs the rlfang N mado• iu thr aria. . t . r ` ..,.- S .'i: fir. 3 •,'.',l+r�f , i;rp} .. '':d..:. . �: _ . ,r, �,�w f, � _•� •,. ,�.�. lJ7f.i is rXlh-til' �f~ . tits Sraue rlrir: rt,-irrrh • ' �• '� I f i •' �'• • f �/r`� �,�,;; 1tlrnr�rrnrruts Irr'ri iustallirl. Mesh!.• .'s lwwia • = ��;;•:r :�.:------•-_-�...;�= •. �_-:'�`= . .r^ r.. - t-.•J� fnrllrl7:r;lih'/lllrl !Iris Is tl'rhii 111 ,r/ tlli a ,;,-htp#er1z#m rl appearaner rl,rd rrtru,�splre•rr- pZrrrh+ tlrr• 'l a�C t;rrrr:; rir�•r1s. rm provided insight into the City Council's methodology in tackling this problem, -The Council knew this cancer would spread to other areas, even commercial property. We simply had to come up with a solution that worked quickly and would provide long- term improvements." City officials recognized the complex multi -faceted problems facing them. Other cities often rely on the extreme actions of eminent domain proceedings and bulldozers to solve similar problems. Hiring more po- lice personnel and increasing their presence in the area to deter crime (but do nothing for the conditions under which residents were living) had already proved ineffective as a long-term solution. The city wanted a so- lution which would be permanent, cost- efficient and one in which the property own- ers would participate. City officials had no desire to become landlords; they wanted to keep the existing building owners involved. And, except for the criminal elements, they wanted to keep the same tenants. "Gentrification of the area simply does not fit into our plarm We want to keep the vast ma- jority of these tenants. Our program does just that," City Manager G. Michael Milhiser says. JdnHousing Improvement Task Force. -level management representatives from Redevelopment. Engineering, Planning, Human Services, Fire, Police and Code Enforcement joined with a planning consultant to solve the problems that faced the city. The Task Force began by meeting one day per week away from City Hall. Choosing a neutral location was important to the free thinking required to find a solution. Early on it became very obvious that what Montclair was experiencing could be found to some degree in almost every community. Reality set in and the Task Force recog- nized that, alone, the City of Montclair could not solve society's problems, but it could refuse to let this sickness continue to fester locally. As a result the Task Force began the arduous chore of making the community a compassionate home for its good, law-abid- ing residents. The planning consultant conducted an extensive physical evaluation of the area and surveyed similar problem areas in other Southern California cities. As a result of this process, two root causes for the de. teriorating multi -family neighborhoods were identified: Poor management practices by apartment owners and, poor physical de- sign of the sites and the buildings. The scope of the problem and size of the area were much too large for the city to correct with its limited financial resources. It was also obvious that physical improve- ments without management improvements would most likely fail. To obtain a better understanding of the problem, the 256 acres were divided into Design Study Areas with physical similarities. After extensive analysis and discussion, the Design Study Areas were further divid- ed into "Foundation Areas", where the Task Force focused its efforts. The goal was for building owners to rebuild the "War Zone" on the "foundation" created by the Task Force's efforts. The strategy had four parts: 1. Add amenities to the properties so tenants would have a feeling of safety and security. 2. Reverse the vend toward deterioration. 3. Reinforce the positive elements already existing within the area. 4. Educate owners to the sound busi- ness practices of renting and running multi- family apartments. A coordinated solution involving more than one action was needed to change the War Zone into a neighborhood. Both a short-term and a long-term solution were needed. A good faith, immediately visible action had to be taken in the area by the city and then followed by the long- term effort. Two short-term actions were formulat- ed. The first'was a highly visible police action. Undercover officers worked the area buying drugs from suspected dealers. This was followed by an equally visible daytime round -up of wanted suspects. Stepped up patrols and enforcement con- tinued after the initial thrust. The short- term police action was only part of the solution, as police officer Marvin Goss related, "If we can improve the quality of life ('in the War Zone), we can improve the area's crime situation." The second action, which occurred at the same time the police activity was taking place, was a visible and aggressive presence in the area by the city's Code Enforcement Officers. Thorough inspections, write-ups and notifications were made on problem properties. These actions got owners' and tenants' attention and demonstrated the city was serious about its efforts to make real, substantive changes. This was good for the short-term, but much more was needed to make a lasting change. T elongterm goal for Montclair nitingthe multiplicity of owners ction like a single landlord. The Task Force felt that working with the cur- rent owners to salvage their properties was the only financially viable solution. Only in. extreme cases of property deterioration or uncooperative owners does the Task Force believe it is justified in acquiring and de- molishing units or bringing in one new owner for all the units. Under the Montclair Foundation Area approach, the different owners are brought together into an owners' Association with strict Codes, Covenants and Restrictions (CC&R's). These restrictions in- clude tenant screening procedures and property maintenance standards. For exam- ple, no person evicted by one owner can rent from another within the "Foundation (Association) Area". Other considerations in- clude joint landscape maintenance and coor- dinated exterior improvement standards. By bringing the owners together to man- age their individual buildings as a single complex, half the solution was well under- way, but the other half was still needed. The Task Force recognized the problem would not be resolved untii1 a sound neighborhood was in place. To create a real neighborhood. physical changes also were necessary. Many units had severe interior damage. Interior upgrades were made at owners expense. To outsiders the most obvious improvements, and those leading to a sense of "communi- ty", were exterior improvements. The aim was to use public physical improve- ments and modifications to the neighbor- hood to improve tenant actions and atti- tudes and attract future tenants with a desire to maintain a healthy and safer envi- ronment. Many urban designers profess that defensible spaces and physical site de- signs can assist in reducing crime and keep- ing areas secure. This premise is expanded upon in Montclair. Certain basic amenities are not only desirable but necessary to cre- ate and maintain a healthy neighborhood personality Neighborhoods project through their physical appearance a personality that is visible to the outside world. Each of us can visualize different neighborhoods of our cities and describe the personality of each. For the most part these areas radiate their personalities through their physical appear- ance and thus attract residents with compat- ible personalities. The Task Force's challenge was to recre- ate a neighborhood physical environment and personality which would again attract residents who would be assets to the city. By example, the existing neighborhood was ideal for drive -by drug deals. It had no sense of security, no feeling of home and absolutely no visible display of resident pride in the area. The image projected by the area was that of a "warehouse" for peo- ple and a haven for criminals. Resident Hazel Hagy said of the area, "Gangs and drug pushers were very visible in the alleys and along the streets, in broad daylight Today, this is not the case. - The Task Force started with simple but visible actions. The first steps were simple: Keep litter picked up and graffiti painted over. The next steps required much more thought and physical planning input A sense of community was needed but more important was the need to make residents safe and secure without making the area look like a fortress. As if these criteria were not enough, all had to be accomplished on an extremely limited budget. Working closely with building owners, the Task Force studied various alterna- tives, finally agreeing on the following: 1. The public alley serving all of the units was improved and security gates were installed to prohibit non-residents from having access to private carports and garages. The alley was then vacated and dedicated to the owners, 2. Enriched paving at the new security - gated driveway entries to the former alley and increased landscaping throughout the Public areas were added. 3. The perimeter of the neighborhood was defined by a 42-inch wrought iron fence set back two feet from the sidewalk This fence defined where private spaces ended and public spaces began. The wrought iron is strong and attractive, but open, making it nearly impervious to graf- fiti, yet it provides a visual and psychologi- cal barrier. The space between the fence and side- walk was extensively landscaped to discour- age sitting on or loitering around the fence. No gates were used on the fence at entry sidewalks to buildings; after much debate it was the consensus of the Task Force that for this neighborhood, locking gates would not be necessary. To date this appears to have been the right decision; the visual definition of space has been adequate. 4. The owners adopted a new name for the area and attractive monument signs were constructed in coordination with other landscape and hardscape improvements. "Helena Gardens" now proudly announces to the community that it is a quality neigh- borhood. These site improvements produced a visual "combining" of separate buildings, Although ownership remains separate, the individual buildings appear as a part of one project Similarities in facade design, land- scaping, "entry statements", fencing, and security gates to parking areas all tend to reinforce this neighborhood image. The neighborhood's personality has changed. Although most of the owners are the same and many of the same tenants remain, an entirely new attitude exists. "I thought the city. ... was trying to act like 'Big Brother", says apartment owner Joe Miller, "But when I saw that other own- ers were behind the idea, I joined, too. And what a difference! Now I am proud to own these units and have even turned down offers to sell....They saved my units for farm -lies of law-abiding citizens...." Crime is greatly reduced but even more visible is the new pride in the area. litter and graffiti are not the problem they once were. lawns are well -maintained and families now play in areas once occupied only by gang mem- bers and drug dealers. Physical planning and site design can change social behavior! -Improvements cost money, but, in this example, much less than deterioration. Funds from Montclair Redevelopment Agency and the federal Community De- velopment Block Grant program were used to pay administrative costs and fund site improvements including security gat- ing, landscaping and wrought iron fencing. The total cost to the date has been remark- ably low: City -funded site improvement costs totaled $640,000 for the first series of Foundation Areas. This averages only $1,%A per unit. In addition, building owners began to invest additional funds to make needed interior and exterior improvements. Banker Patty LaRue shares the invest- ment community's viewpoint, "The most astonishing part of this program has been its extremely low public cost If all our gov- ernments. worked as efficiently as this pro- gram, business persons could not com- plain. This program works!" C) hysical improvements such as exterior beauty and well main - twined lawns are now a reality, but is the project successful? Yes! Crime, for in- stance, as a total percentage of city crime, has been cut by 70 percent. The city has es- timated this project has saved a total of $280,000 annually through reduced calls for service to the police and fire departments. Property maintenance and owner coopera- tion is a reality. Rent collections and vacan- cies are not a problem. Children now play where drug dealers once dealt In addition, a new detached. single-fam- ily housing development consisting of $200,000-plus homes has been completed and occupied immediately across the street from the first Foundation Area. This reflects a confidence by lenders, develop- ers and the community that the problems formerly associated with this neighbor- hood area are being solved. The most significant testimony that this solution works comes from apartment owners in other parts of Montclair. The Task Force has been approached by other apartment owners who say, "Help, we have a similar problem. We can get by without your money but we need you to help us organize and define what needs to be done. just show us and we will do it!" Used by parm[sslon of Western City Manager magazine. 1991 For further information please contact Ricftard Fleener of L.D. King, Inc. 2151 East 0 Street. suite 120A - Ontario. CA 91764.4464 - (714) 9M5492 WESMRN CrrY, JULY 1991 Burdened with crime and gang -related activities combined with neglected indi\•idually owned apartment buildings. a neighborhood in Montclair, Cali- fornia, had been dubbed a %Var 'Lone by local media. To addross the problem, the city formed the Montclair Housing Improvement Task Force to raise the quality of property management, tenant screening and maintenance of physical amenities for that com- munity of approximately 25.000 residents. - ... to change the "War Zone" back into a neighborhood. ...the Task Force encouraged the building owners to unite and function Iike a single landlord. Rehrescn:::?1\ c: from each cCy d.p arinient joined wish a plan- nitl_= cons:l.tant to id_ntll'\ the root causes for tlic deteriorating neighborh(*ds poor management practices by apartment o\\-ners. and Four physical desipt cif Elio situ and buildim,.N. A coordinated solution Was developed to change the "War Zori;:­ back to a r.ei,--hborhoud. First. the Task- For%:e tncotrraged the huilding owners to unite and function like a single landlord. The owners werd encour .yed to 1-01,111 art Owners A;;oL:iation \\ i[h ctIJcs. ruVCn:1nr..N and rz:stric- IiOnS. ilICILIdIn, tenant Ncreeninty procedures and proper y mainte- nance standards. The association also a,-, reed on joint maintenance ,Lid coordinate-d exterior 1T1Tr0\,C- nient standards. The second pant of the city's solution "'W4 a program of con- ecntrated public ph} sical im- provements and modifications to the neighborhood. Physical im- prove nicnts wore seen as a means of intproving tenant attitudes. as CDBG FUNDED NEIGHBORHOOD IMPROVEMENT Montclair, California well as a way of attracting future tenants. Physical improvements in- cluded defining the perimeter of the area with a wrought -iron fence to separate private and public spaces. The sidewalk was landscaped to discourage loitering. SeCllriLy gates were installed to prohibit non-residents from hats irtg access to the community. Now paving was added throughout the area. Helena Gardens four -plea apart- ments were completed in 1990. City -funded site irrtpro%,n lent costs totaled S640.(X)O for the first scrici of neighborhoods. This .1y-.rl,zd a cll\ contributiont O $1.1_90 per 111'ii. The city has estimated this invee ;tment hati saved a total of SN- 0.000 annu- ally through reduced calls for �cr- vice to the rol Ice and fire depart- ruents. Additional Cunds were Provided b%. HUD. CDBC anti the City of Montclair Red, velupment .agent\. The prograni is on ving with new associa'ion; and ph\ si- cal irlprnvement\ .ievelopl:d 3s other; are completed. Project Cost.............................52.a-(l0 per unit Planner ...................................... LD King, Inc. General Contractor.._.... Artistic Landscape Architect ..................................... Lind Deign Con tact_ R. Richard Flrener LID Khig, Inc. 21 11 r:a+t ' D' StrLel Suite tUU D Ontario. C.A 91-64 (40q) 98V-9442 I h, Journal If Housing .0C I'Lr� jn y t Iij �A i ` ` I�r.. y _ WA AT la>.0y: IN -V. 'U; W 7 �Cn; kx" too, T<Q yon, Q­Ill M­ ... . ....... _kW LO Aj .......... SAY 1 loin { •. r.r �.��: ��,�ti, '�ehcll� �i. ��, ft'''..,,1''�'"*�; ;'. �s .-, � • P.� o� 7`i:�' •F s�`� � El�'�y ��''i�i;4TAe'Fi-tPi:�'��� •,5�,}Sr�ra �k5 �.�.•�-r., ��•� „rr+ ta qj rs trl �:..;..:.:: o.ts � �' �.....' ' ue• O �eri {w�t� „' �� e.,.C�i?+;�"�i+�,„lA { � r�t,n Y�w 'eii��.°�4t `.' �J'' '�. �.. Vim] � . �� bd C. OS k! r `a yy, a p tl A rr ., o IL OUT 16 7AOVA (o All I $ W I ` all. ca E R`� 1 iy ie ! 0 I M. M aft THE GOAL To end the cycle of blight and the social and physical deterioration of a multifamily area dubbed the "War Zone" by the local media. THE METHOD:1986 • Form a Housing Improvement Task Force composed . of City Staff to coordinate the effort • Use the Foundation Area Concept to select a fiscally feasible hieh need area for immediate improvement The Tenants • Participated in planning for tenant needs as a part of physical improvements SIR ;J' , NMAl _b v,�, Re _Ctihipi alifty pe[rel7Cl[1Ciea<Sea'pro tylk' per A, -54, - in �gx_eakog,f T tagemnt i s , re C ,Ted 6 , tM iifi "Er perienced econoffucsro sc Y V, i6amamfev �pg ig, CAfyEltI` 'CM IRTM4., e 7 Im. ro"ff shii;3 N7, 5. ts am @zi&&tfRi,,4W'of bit eated,'arSuCceSsW . ModeLOQ�d Foftfidatiori 0 or usei thex, iikXJ__ `savings of aver $282 ,po. o�q_ Penenr!��y,�� . y: t.56 iiiij!4ib i3f.�O*'$323 00ffbdjmpE"qpea�M :,� !Sme n,:or" n-kighb&�6&f - i`V o'll-, 4'Z 7z V l; (jr.", 4l L'S kNI -r666�,as' bpsWtp prOpc �;A �y provernentsrat littleorno.c69ftQ­Lffidl&d Wc ifibinatio6E:witN'IdWe g,vaca -rat t y. pe i"6a.grfmtm tyan&security,wt T 2AOV q, A l CiIIileffi6 '1983 to uctiorurt 7"TVA'i � 'il , W, ff I - L CITY OF ONTARIO 303 EAST -B" STREET, CIVIC CENTER, ONTARIO, CALIFORNIA 91764-4196 PHONE. (909) 986-1151 September 1998 GUS JAMES SKROPOS ALAN CI. WAPNER JIM W. BOWMAN GARY C. OVITT GERALD A. DuSOIS GREGORY C. OEVERFAUX MAYOR MAYOR PRO TEM COUNCIL MEMBER COUNCIL MEMBER COUNCIL MEMBER Cr7Y MANAGER WELCOME TO YOUR NEW NEIGHBORHOOD! elcome to your new neighborhood! Well, not yet but in just six short months West "B" Street will be no more and Stoneridge Place will be a reality. The changes will be dramatic. The drawings on the inside of this newsletter describe the changes you can expect. Changes will not be limited to physical improvements to the street and landscape. There will also be many improvements to the way property owners manage their buildings. The Stoneridge Village ienvenidos a to nueva vecin- dad!! Bueno, no todavia pero en seis meses la calle West "B" no existira y Stone Ridge Place sera una realidad. Los cambios seran dramati- cos. Los dibujos incluidos en este boletin describen los cambios que po- dran esperan. Los cambios no seran limitados solamenten a mejorar la calle y los jardines . Habra tambien otros cam- bios, sobre todo en la manera en que los propietarios administraran los edificios. La asociacion de propie- tarios par la villa the Stone Ridge ha Owners Association has been formed by most of the property owners on West "B" Street. They have all pledged to use the same tenant screening practices, lease agreements and property maintenance standards. This will insure that your neighborhood will be a better place to live in the future. This also means that all of the residents in the neighborhood have new responsibilities to help keep the area clean and safe. Your cooperation during construction and after will help make your new neighborhood a wonderful place to live. sido formada por la majoria de los pro- pietarios en la calle West "B". Todos los propietaros han promeido usar la mismas reglas y medidas para escoger a sus respectivos inquilinos y tambier a usar los mismos nivels de manteni- miento. Asi asegurando que to vecin- dad sea un lugar mejor para vivir. Esto tambien significa que todos los residentes de la vecindad tendran la re- sponsabilidad de mantener la calle limpia y segura. Tu cooperation du- rante y despues de el periodo de con- struccion ayudara a hacer to nueva ve- cindad un maravilloso lugar para vivir. THE STORY &I\D ST.-\TII- OF WEST "B" STREET L-\ HISTDRIA Y ESTADO DE L-i CALLE WE`T'B" 55TREET PAGE Z STONERIDGE REPORT CONSTRUCTION IMPACTS C onstruction along West "B" Street should begin in early September and continue for 120 working days. Construction related annoyances will vary in severity from time to time. Please read each of the following yM carefully. ♦ SAFETY.- Nothing is more important to everyone involved with this project than the safety of you and your children. PLEASE keep your children out of construction areas and strictly obey all signs. Construction areas are very inviting play areas for children but please, please inform your children of the potential danger. ♦ ACCESS: The contractor will maintain vehicle access to your building throughout construction. It may not be easy and it may be dusty but please remember how great our neighborhood will look when completed. ♦ PARKING: During construction parking on the street will be very limited. This will be an inconvenience but is absolutely necessary. Signs will be posted where parking is restricted or prohibited, please strictly obey these signs. The contractor has the right to tow all illegally parked vehicles at the owner's - expense. ♦ TRASH:- Except for occasional interference from construction activities trash collection will not be affected by the construction. The City solid waste department is coordinating their operations with the contractor to make sure there is no loss of service for trash collection. ♦ CONSTRUCTION MARKERS: During construction very important wood stakes and signs will be placed in the ground at critical Conrinaed on page 4 IMPACTOS DEBIDOS A LA CONSTRUCCION as obras de construccion en la calle West "B" comenzaran a principios de Septiem- bre y continuaran par 120 dias . MoIestias causadas par la construccion variaran en severidad . Par favor lea cada uno de los parrafos siguientes mu cuidadosasosamente. ♦ SEGURIDAD: Nada es mas importante para todos los participantes en este projecto que su seguridad y las seguridad de sus hijos. Par fa- vor mantegan a sus hijos alejados de las areas de construccion y obedesca todos los letreros de construccion. Las areas de construccion son areas muy atractivas para el juego de los mhos. Par favor informe a sus hijos de el preligro que estas areas representan. ♦ ACCESO: El contratista mantendra el acceso de vehiculos para todos los edificios durante las obras. El acceso no sera facil y tambien habra mucho polvo, pero recuerde que magnifica nuestra vecindad lucira cuando las obras sean completadas. ♦ ESTACIONAMIENTO: durante la construc- cion el estacionamiento en la calle sera muy limitado. Esto sera una inconveniencia absolu- tamente necesaria. Letreros seran fijados en las areas donde el estacionamiento es restringido a prohibido, por favor obedesca los letreros. ♦ DESPERDICIOS: Exepto par alguna interfer- encia can las obras de construccion, el servicio de coleccion de desperdicios no sera afectado. El departamento de la ciudad a cargo de los servicios de coleccion de desperdicios coordi- nara sus operaciones con el contratista para ase- gurar que el servicio de coleccion no sea inte- rumpido durante las obras. ♦ LETREROS DE CONSTRUCCION: du- rante el periodo de construccion letreros seran fijados en areas que seran criticas. ESTOS LETREROS SON M-UY IMPORTANTES . POR FAVOR NO DESTRUYA 0 INTER- FIERA CON LOS LETREROS 0 LOS Conrinuacion en la pagina 4 y STREET ADDRESS DIRECCION m m �� 0 m m 1411 NEW LANDSCAPING FROM THE STREET TO THE FRONT OF THE BUILDINGS NEUVAS PLANTAS DESDE LA CALLE HASTA EL FRENTE DE LA VIVIEKDA �w . _... 1441.. cniw cvicv r- ". ern i ■e .ent WEST 'B' STREET BECOMES STONERIDGE PLACE - A GREAT PLACE TO LIVE! CALLE'B' OESTE SE CONVIRTIRA EN STONERIDGE PLACE - iUN MAGNIFICO LUGAR PARA VIVIR! Locin ra September 1998 WHAT IS $2,4009,000? hat is how much money the City of Ontario is spending to change West "B" Street into Stoneridge Place. As expensive as this might sound it is a cheap price to pay for the expected changes. The entire street will be removed and replaced with a new meandering street with parallel parking b a y s , 'In addition to=die srr`eet cements landscaped clew frrin�yard landscaping nid wroug>s islands, 414. tors f�r�►��yard `encueg wi7i.lie_wista d; e n t},�r y monument or,a a1 g'bu�1 t` signs, new ornamental street lights and a project focal point called a. "round about" located at the Elderberry intersection. In addition to the street improvements all new front yard landscaping and wrought iron front yard PAGE 3 fencing will be installed for each participating building. Only a very few buildings are not participating in this project. Those not participating are: • 1149, 1153, 1155 West'B" Street • 1161 West "B" Street • 1232 West "B" Street • 1445, 1447, 1449 West `B" Street • 1522 West "B" Street • 1546 West "B" Street • 1554 West "B" Street • 154 Benson CUANTO ES $2,400,000! sta es la cantidad de dinero que la Ciudad de Ontario gastara para pacer el cambio de la calle West "B" a Stone Ridge Place. Quisas esta cantida suene corn mucho dinero, pero el precio es barato con respecto a todos los cambios que se pueden esperar. La calle sera completamentamente removida y remplazada con una nueva is cual consistira de nuevo espacios de estacionamiento en paralelo con islas plantadas, monumentos de entrada, postes decorativos de luz y un panto focal llamado "round about" localizado en la interseccon con la calle Elderberry. Ademas, de los mejoramientos de Ia calle, tam - biers habran mejoramientos para las fachadas, jardi- nes y cercas de hierrro for ado seran instaladas a todos los edificios que participen en este projecto. Solo hay pocos propietaros que no participaran en el projecto. Propietarios que no particpparan en los mejoramientos son: • 1149, 1153, 1155-West `B" Street • 1161 West "B" Street • 1232 West "B" Street • 1445, 1447, 1449 West `B" Street • 1522 West "B" Street • 1546 West "B" Street • 1554 West `-'B" Street • 154 Benson Ir. STONERIDGE REPORT PAGE 4 Continued from page 2 locations. THESE ARE EXTREMELY IMPORTANT. DO NOT REMOVE OR TAMPER WITH THESE WOOD STAKES OR STICKS. If these are removed or destroyed they will need to be replaced. This costs money and delays completion of the project. This means you will be inconvenienced for an even longer period of time. Please ask your children and neighbors to cooperate. he first construction step is to remove existing pavement, concrete, trees and anything else that is being replaced. Secondly the contractor will be relocating water meters to rktake way for the new sprinkler systems. This will be followed by construction of new street curbs along with new block walls at designated locations. At this same time new Continuacion de la pagina 2 POSTES DONDE LOS LETREROS ESTAN FIJADOS. Si estos son removidos or destruidos sera necesario reemplazarlos. El reemplazo de los letreros cuesta dinero y retrasa las obras. Esto extenderia el periodo de inconveniencias debidas a la construccion . Por favor pidale a sus hijos y vecinos que cooperen. WHAT'S FIRST electrical connections will be made for the new street lights. Once the new street curbs and the block walls are completed work will begin on the new pavement. Street construction is currently scheduled to begin in November. The final step in construction will be the installation of the new _ landscape. In the Spring of 1999 a new Stoneridge Place will M W bloom into full life. QUE ES LO PRIMERO 1 primer paso de la con- struccion sera remover el pavimento, el concreto, los arboles y todo aquello que re- quiera ser removido. En el se- gundo paso el contratista reubi- cara los medidores de agua para asi poder installer el nuevo sis- tetna de aspersion automatica. Estos seran continuado con la construccion de nuevos bordil- los de acera y paredes de b1aque que seran construidas en ciertos lugares. Al mismo tiempo las Auevas conecciones electricas reran instaladas pars los nuevos pastes de luz. Una vez los bordel- los y las paredes de bloque sean construidos el contratista comen- zara a conswair el pavinnento nuevo. La construccion esta pre - vista para principios de Noviem- bre. La ultima face sera la instala- cion de los nuevos jardines . En la primavera de 1999 la nueva calle Stoueridge Place florecera con plena vida: 9", FJ 9, , W. -4"J'61 Owner Association Budgets While all of the completed owners' associations in the City of Montclair are financially solvent, Foundation Area 5, Cobblestone Village, is financially the most successful. As background, Cobblestone Village has 40 parcels, 26 owners and 195 dwelling units. They have been officially organized since November 15, 1991. When forming owners' associations, one of the most important discussions and decisions usually involves assessments; how they will be determined, collected and distributed. Some associations chose to develop a variety of formulas for all of the potential expenses.. The formulas usually involved the square footage of parcels, frontage feet and the number of dwelling units per building. In the case of Cobblestone Village, based on projected expenses, the owners agreed to simplify the process and established a "per parcel" fee, irrespective of the aforementioned considerations. - In January of 1992, the fee per parcel was set at $90.00 per month. Each parcel in the association contains one four-plex. In January of 1996, the fee was $80.00 per month. This translates to $20.00 per unit, per month. White the reduction In monthly assessments is commendable, what is ensure the one-way direction of travel. *In five years, the association has - resurfaced the alley twice. _ Gardening ♦ In this particular Foundation Area, the common area includes the landscaped area from the sidewalk to the buildings. All of the weekly maintenance and regular feedings more noteworthy is what this particular and treatments are included in this owners' association is able to category. This also includes cleaning accomplish. The highlights of the of the alley, which means that the accomplishments, and an overview of alley is cleaned at least twice a week. the expense categories, include: Legal and Professional Fees Alley Maintenance ♦ For fiscal year 1994, there were no ♦ A person is hired to inspect and legal fees, because the Collection clean the alley on a weekly basis. Attorney used by this Foundation *The association has installed Area is . paid only when - he successfully collects past due speed -bumps, signs and designated association fees and penalties. non -parking areas by striping the Savings and Certificate of Deposits alley. ♦ The association installed spikes to (Continued on page 1)_ MONTHLY 4-PLEX DUES CATEGORY MONTHLY DESCRIPTION COST Alley Maintenance $ 8.25 -Weekly cleaning and biennial resurfacing Fencing $ 1.00 -Maintenance of common area fencing Gardening $33.38 -Common area Insurance $ 5.00 -Liability Legal/Prof. Fees $ 9.00 Miscellaneous $ 4.00 Office Expenses $ 1.00 Savings $ 2.92 Taxes $ .45 -$5.00 per year for non profit Utilities $15.00 -Water and electricity for common areas TOTAL $80.00 (Conlinued from page 1) *This category is needed by this association because they have been so financially successful that they have been able to transfer money from their checking account to a Certificate of Deposit. Even for a non-profit this Is legal. To date, this Association has been able to build this reserve to approximately $20,000. Finally, it is the last two categories, Legal and Professional Fees and Savings and Certificate of Deposits that deserve special attention. Very early in its organizational existence, the owners' association realized that The L D. UNG REPORT is produced by L D. + King, Inc. to inform our biends, clients and staff about our curregt projects and activities. We am a i rnedU sized Engineering, Planning and Surveying consulting firm with over 30 years of experienca. The owners and staff pride themselves in providing a quality service with a friendly attitude. pbone (909) 937.0200 fax (909) 937-0202. R. Richard Fleener, Vice President of Planning L. D. King, Inc.2151 Convention Center Way, Suitt 10013, Ontario, CA 91764 their financial well-being depended on all of the owners paying the monthly assessments in a timely manner. Initially, the Board of Directors struggled with collecting late payments or non -payments themselves. However, they realized this was a very time consuming and frustrating responsibility. Late and non-payment owners were receiving the benefits of the association without contributing to the costs. Through attending a regional condominium owners' association seminar, the Board of Directors of Cobblestone Village became aware of the services of .legal firms who specialize in owners' association laws. The Board contracted with one of these Firms and aggressively pursues late and non -payers. As a direct result of this decision, this association has a very good record for assessment collections and is able to save money for future capital expenditures. This reserve will prevent the necessity for large and unexpected special assessments for some . time . in the future. As stated earlier, all of the owners' associations are solvent, however, Cobblestone Village is very successful and, even with the reduction of the monthly assessment, is prepared for future unknown expenses. The primary reason for this level of success was the recognition by the Board of Directors that total and timely collection of fees was of paramount importance. Furthermore, they had the resolve to make arrangements for aggressive legal actions should anyone be slow or fail to meet their financial commitment. These actions by the Board of Directors removed any misgivings about the legality, authority and sincerity of the association. The owners' association is well run and is not perceived as a "Mom and Pop" operation, organized for the benefit of a few owners or the City. A good lesson for all apartment owners' associations. w-n :.'!.-HplWltol) St, FAI'll oil LIS r4 fw ����'`"-.s .�•�•, ty�='�'�i�� �„�...`C rim -3% K+M ilk-S"[..�~A.'•", 1'-�'�'' �-�•� S �. `J�ii,i isill�a '•r-_. 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I �k.'.;-• - -- _ n,rw4.Jcs,►n.nrin r.sww.,renwia fl=;.ti Gsi..r..la.�+. - ' - '�`` S_ ,-._ '. - - •r.-iL.\'tliael.l�i.i..r/ll.ol.�ad Rrlrt*AI+n+O�$t+L l.Kr,ew 7ir lr..J �! - • I - _ �,z:' ; 17w..i.rnJC'w...�n rlr.,f.,wrufrrLJtM J+.Nrlmr.r.f llrnjrrtr w:.r::lrjrr. - + _ ,. _ , " HILDRE•N RIDE.BI-KES AND: .-PLAY- ;. � - . . - IN THE ALLEYS . • z ONCE DOMINATE] BY-L- = - t The Dail}r Bu l&' 5111 Benito 5treat _ Montc)air, CA 91753 Phone: 909.625.$412 Li =: � Fax: 909•521•1584 f j., 1 s '14n*fkarlr (errglAwrlaa.rimc7ur n arr A& Trr $na'6rr.' Bic 47" 1 Car liar rlr scam eery 6rFr:J+k ids. 1 /mod m. [d Claw a dUivrse! .Vic !'w rand ap aa•a Am arro sadlate ntr a- dAma offiny u& MY nod am iriq yr fawrha q (Waal%&& frd• aM-. YN/ ncrrawrs -JOC MULL P"rrF Onmt The tint sap is )Ioauliir', ippteath is the crc- ita,m of a poperrF nnCn i-wiirlmn 4F.ki /•�� -AtCrn i arfi! atae iW.hW ra Lsrl6 3f Jrmflfill tack tici A the pmpcm\ warwr, fur in cn1YC K d/kuh: AA.. Cord n,Sfrearri ad,4amaialsi/ bkrk. T1k nra[tatmn lrQees idnrihkah lad /v rda,bEmriw. Tihm_maw rah, orr .b arr, rlNldpaf.' cnfrate WSWitC n2inrc112se tneJrfdt Ad -The Dufr Rcporr len-l-I tamp, puedutcs(: , soh the ,n is shL ul 'pee enforcement aulh aifs. the (:n, rsra iaw+n.atsowrr wid Rednelapmei I .gcncy: is chdr pin.. nsknJte pliyvrel tnva .Meltt utib SlmtrkauI ym„imr m,pm'ernerd pw.,rim hn been a IsnJsc Ovir, rnrictnt fra,Yt. .Wd -a minion of wet!- W. been Feited be Im Slid nelm tcd Vehicle xrune. Loan end prq,em I,a,cs sad Lb- cred nidt 1wi( ziee+. Thete awnroaa mc'3 mime. mJ nrsiad-Ud, But the phJ,raokil hush impfn,erawt far Ike edam is s:a:, k--rnmmirn,nu oral Pill. hip. are mimumeJ ehfrnexb wntnenr feet pint by me 'Me li- hezim %a ibr wal-193N mlmn N hcnerie pwpene Came. Th. I:Nc A- dcui pm:hl:m.as d,,nArpinL in i hi.:dfrd wfbkaks rnakrpkn a il,rre-enm PMEMO rif ,a ebe iRC. rnxltntira. Me ilea .d AT.n,Ldr 311- rceuLtisd li,ahh tniblc4acnfunr- ,car+dd apmmcnn an Write h, prim file pcwem id mctu and talk cnbncrucm,. ibis the c+,'% pprdatRn, bpi nil Lenemrint-il lxncntaf il•pa..ch hit bees g14,J to i.c the nlh Fr pd,ce itrwliws. h.rne rn mr buildinLt F;a,n.hl:ft lr- la dw. note 1%Y-A Ye Lk mJ. -1 -- ace In,J,m m rNa/ rr11VL►� &ffic b Nor Cmd toftims. i tilYr•:iiui hmune Nrqumrm,yt F'xVd.wldlndtiekrpn;prt#i4ra_the(:n,I:wrai! ,r,Pr„i.fiisirineiir. I:nmfi .,Jc ike ,minwerocs,w I.u.iiaS e, maetrr ,Vic c\pC-:rlNYata+writed:rri:h- OLd.tulhaWupwhirs.rr ieLirar rich heh lift, k.wh,.a�capit tkmikia,rc- mmime J ,. la tin. the ('nosed ercned the r, m uinX AW rniin lift iron Be Ilanunr Iiiyn•ncnw•ns I'nk Fr:Ie. Fill. ,NL the Jac ,n una .wvwt ufn rnrl 'IiJe Fim arJc namrpf JeeiauanrhN•h la\mt ,N, i.Vlnn,'r frr ppipnn the burr fw %1,ratfsh i -erne hm.iny impr„ic. ifn r...: melm� Prr,.c-- racnt ilgmyh, Fret, the pu6len rmld lint m „a sera i y,rNc^a\' 1w wkU.. 6,k blft k,a r rims-i-I'Laitdilrm imre,%-J p Con rilwi. .(scs.- Swirid.-q,amcriran rftelJ hilt m le k.un ,n.arici inJ 1N;leer xavmpk,krJ b. a patmcs,hip of the ter,. der r; nL:n Van:rsim.r uwli pn,pe:ty ,..ace. ir.J the :runt, arc .1."j lad tepsr — it, n'J.-i Eke f'rt P,ctcnc. uprJinh• irrYYa- anh,n Smulitnrw,-henion rr Lenrai- An a ulaYi, tnJ ,net hardicds rJ treat iN.,.inJ. of Jalbn mnuiC..rn f w aw {.'I:ti ]aid ifc ,Ywl•. 6LJ laaf.ir.4/ i�rr� w p • mab •%arri,are. flan rL .rlpr.Giarar..jr.da ¢.,q i.•a., ra pwr�l..J f�I,..v1 a.J aawfpaia.aiLa.L Ili rpraarir ,wa:,ua rtq war >.rr d earl A. -i-f.r'Icyiphlad JR--fenrr.ieprea t lair: Let's make it better, nc lust tear it. down CityHousing task force reports on successes rrw area.~,• - irtwicrwv _ tr Her housing, better lives i-::.' ::.":.a �'" .ram. . 11. rir.l... -eft tr.ir..�� ITORIAU mbitious proposal to e a better Montclair faMY Yr �� i.M �-' 111 • W law r.n.,� �� w a. m W zmirx Local projects capture design awards I I ff kTr- LVA 0 :I June 15, 1999 WILLDAN ASSOCIATES ❑ ENGINEERS & PLANNERS Mr. Howard Zelefsky Planning Director City of Huntington Beach 2000 Main Street Huntington Beach, CA 92648 Professionol Consulting Services Since 1964 R E C E ! v = .0 JUN 17 19gg Subject: Proposal to Prepare and Implement a Neighborhood Preservation Program for the City of Huntington Beach Dear Mr. Zelefsky: Willdan Associates is pleased to submit this proposal to prepare and assist the City with implementation of a Neighborhood Preservation Program for a 1-year period. We understand the City's objective in initiating a program which will maintain, enhance, and improve the quality of life within many older neighborhoods in the City. Our role in this effort will be to act as an extension of City staff in accomplishing this objective. We believe that the project team we have assembled is particularly well -qualified to provide the services being sought by the City of Huntington Beach for the following reasons: PROVEN EXPERIENCE Willdan Associates has extensive experience in providing a wide range of housing and community development services to agencies across California. For example, we have administered all aspects of several Community Development Block Grant (CDBG) and Home Investment Partnerships Programs (HOME) for municipalities and are currently operating CDBG, HOME, or redevelopment tax increment funded residential rehabilitation programs in a number of cities and counties. In addition, our staff has worked with City staff, residents, and various community groups through the formation and implementation of residential rehabilitation programs. In addition, our staff has provided technical information and made unbiased recommendations to City staff and residents and provided solutions for potential conflicts. CAPABILITIES Willdan Associates is a multidisciplinary firm capable of providing the full range of services required by the City to implement a neighborhood revitalization strategy including the technical skill and management ability required for this assignment. Due to the nature of the projects we have undertaken, our Project Team is adept at organizing and directing the work of multidisciplinary teams. 12900 CROSSROADS PARKWAY SOUTH • SUITE 200 • INDUSTRY, CALIFORNIA 91746-3499 6 (562) 908-6200 + FAX (562) 695-2120 June 15, 1999 Page 2 CORPORATE RESOURCES Due to the size, breadth, and depth of our staff, Willdan Associates can assure the availability of qualified personnel to prepare and implement Huntington Beach's Neighborhood Preservation Program. By designating Project Team members who work in a variety of housing -related disciplines, we can commit the personnel resources necessary to complete assignments within stipulated deadlines. CLOSE COORDINATION WITH CITY STAFF Willdan Associates prides itself on maintaining a close liaison with our client's staff throughout the duration of a project. We always view and conduct ourselves as serving as an extension of City staff, and place emphasis on the personal service provided by our staff members. This effective communication helps to ensure that work products meet our client's expectations, that important deadlines are met, and that our services are provided in the most cost-effective manner. CREDENTIALS AND EXPERTISE Members of our Project Team are highly accomplished in their respective disciplines and also possesses specialized expertise necessary for the overall administration of housing rehabilitation programs/projects, including building inspection, cost estimating, contract administration, construction management, and bilingual translation. QUALITY OF SERVICE All assignments undertaken by Willdan Associates are carried outwith the utmostcare and diligence. Ourfirm offers a history of exemplary service and a depth of technical resources unequaled by our competitors in the field of community development. As evidenced by our experience and proven performance, we are committed to setting a new standard in the delivery of community development services. The proposal format has been organized under the following major headings: • Project Approach • Proposed Fee • Qualifications • Related Experience • Project Team • References June 15, 1999 Page 3 We believe our proposal is fully responsive to your Request for Proposals (RFP) and that the services being offered by Willdan Associates will fulfill the City's needs in a comprehensive, well -integrated, and cost-effective manner. The proposed work program has been tailored to meet your identified needs. However, should the proposed services exceed or fall short of your expectations, we would appreciate the opportunity to meet with l you to review your concerns, make the appropriate work program modifications, and revise the proposed fee accordingly. We appreciate the opportunity to submit this proposal and look forward to the possibility of preparing and implementing a Neighborhood Preservation Program for the City of Huntington Beach. If you have any questions regarding this proposal, please contact Mr. Al Warot at (562) 908-6209. Respectfully submitted, WILLDAN ASSOCIATES X4 V W&Vt7' Albert V. Warot Manager Planning Services DS:mh 9561=669ft9-142 Richard L. Kopecky, P.E. Senior Vice President ki f`��� ';��?�����:. �• ram,'• TABLE OF CONTENTS Page PROJECT APPROACH ......................................... 1 • Neighborhood Preservation Program 1 • Meeting Attendance ........................................ 3 • Schedule ................................................. 3 • Deliverables .............................................. 3 1 PROPOSED FEE .............................................. 5 • Standard Schedule of Hourly Rates ............................ 6 ' COMPANY QUALIFICATIONS .................................... 8 RELATED EXPERIENCE ........................................ 9 PROJECT TEAM .............................................. 13 • Resumes ................................................ 14 147 REFERENCES ................................................ 20. A� L_ i PROJECTAPPROACH PROJECT APPROACH NEIGHBORHOOD PRESERVATION PROGRAM The City of Huntington Beach conducted a recent survey of housing conditions in several of its older neighborhoods and found that over 600 single-family dwellings could be categorized as "sub -standard." In addition, the City has experienced a sharp increase in calls for City services, including both Code Enforcement and Police services, for those neighborhoods where physical, social, and economic decline is' in evidence. Unless this trend is abated, many of these areas will continue to decline, and the City will be faced with ever-increasing social, political, and economic costs resulting from neighborhood deterioration. An interdisciplinary approach is desired by the City in preparing and implementing a Neighborhood Preservation Program for the City. This means that a variety of resources will be utilized to tackle neighborhood deterioration -- resources such as Code Enforcement, Police, Fire, Economic Development and Public Works and { other resources. These multiple resources would be applied in carrying out the goals and objectives of the Neighborhood Preservation Program. The consultant will take the lead in coordinating the application of these resources and will meet and confer with City departments in an on -going effort to coordinate programs IX7 addressing the elimination of neighborhood problems. 1 The City has identified a number of existing City programs which address. neighborhood preservation issues. They include: • Housing Rehabilitation • Graffiti Removal • Code Enforcement • Nuisance Task Force • Police Services • Existing City Task Forces • Redevelopment Activities Proposed new programs include a monitoring program for multi -family and single- family areas; neighborhood association formation; gang prevention; neighborhood dumpster beautification program; pro -active housing conditions enforcement; and tool rental program. Willdan Associates proposes to coordinate the City's existing programs, which address neighborhood deterioration issues, and help implement new programs - (such as those identified by the City) within the framework of a newly -developed Neighborhood Preservation Program. The components of this program will be described in a written report containing the following information: • Backaround - A Background Section will be provided which discusses and summarizes the City's experience in dealing with problem" neighborhoods. This will include a statistical compilation of data from City departments and Project Approach community service organizations which have provided services to these neighborhoods. In addition, maps will be prepared utilizing HUD's Community 2020 mapping software to visually depict conditions within existing neighborhoods and where community and civic resources are being expended to address neighborhood problems. • Program Objectives - Program objectives will be identified and included within the Neighborhood Preservation Program. These objectives will be developed in consultation with City staff. These program objectives will also be evaluated for their "achievability" and their adherence and applicability to the City's key objective of maintaining, enhancing, and improving the quality of life in the selected neighborhoods. • Targeted Areas - Neighborhoods will be identified and targeted for specific program services depending on the nature or character of the targeted area and its identified needs (e.g., code enforcement, building/structural rehabilitation, police services, etc.). These areas will be mapped on a series of 11" x 17" fold -out graphics which will be incorporated into the report. • Recommended Programs/Actions - The Neighborhood Preservation Program will include a description of recommended resources available to accomplish program objectives. These programs and services will include all of the services currently available from City departments as well as new programs and services identified by the Consultant in concert with City staff. This section of the report will also identify non -City sources for services including traditional community resources and services such as those provided by local service clubs (e.g., Kiwanis Club, Rotary, or churches, and other community service and charitable organizations). • Community Outreach/Education - A community outreach/education program will be included in the report which describes ways in which to communicate to the neighborhoods the objectives of the Neighborhood Preservation Program and also how to educate neighborhood residents on what program services and actions would be most beneficial to them. This portion of the report will also describe the roles and responsibilities of a Neighborhood Preservation Coordinator, who will be assigned as the lead contact person for the Neighborhood Preservation Program. • lm lementation & Monitoring - The Neighborhood Preservation Program will include an implementation and monitoring program which will track the progress towards and achievement of key project objectives. Similar to a mitigation monitoring program in an EIR, the implementation and monitoring program will include matrices of program objectives and milestones, identification of key agencies and/or individuals responsible for implementation, major milestones or deadlines for completion, and evaluation of goal/objective accomplishment. -2- Project Approach In preparing the Neighborhood Preservation Program, Willdan will act as an extension of City staff, accomplishing a majority of its work at City Hall. Willdan Associates will also act as a provider of technical information, recommendations, and solutions; as a facilitator and consensus builder; and will prepare project staff reports and public presentations. MEETING ATTENDANCE The personnel assigned from Willdan Associates for this project will be available to attend all project -related meetings including those identified in the City's Request for Proposals. These meetings include the following: Type of Meeting Number of Meetings Meetings with Staff 5-6 City Council Study Session 2 City Council Public Hearings 2 Our Proposed Fee includes separate line -items for City staff and City Council meeting costs based on the number of meetings outlined above. Meetings in addition to these will be billed on a time and materials basis at our standard hourly billing rates for Project Team members. Indirect expenses for meetings (presentation materials, handouts, graphics, slide presentations, etc.) are included in separate line items in the Proposed Fee. SCHEDULE A draft of the Neighborhood Preservation Program will be completed within forty-five (45) days after a Professional- Services Contract is signed in accordance with the City's desired schedule. DELIVERABLES Willdan Associates will deliver the following materials to the City of Huntington Beach within the specified schedule: Six (6) copies of the Draft of the Neighborhood Preservation Program and supporting documents which are easily readable by a variety of public interests and which can be easily revised to fit the needs of the City and/or community. This document will be printed in an BW x 11" format with larger fold -out plans and graphics (targeted neighborhood maps) printed on 11" x 17" sheets. Presentation graphics, including handouts and other presentation materials, which will be prepared in a black and white format for easy reproduction and will be compatible with City software formats. -3- Project Approach • A digital copy of the Draft Neighborhood Preservation Program, supporting documentation, and graphics will be provided to the City on floppy disk in a format which is compatible with City software (Word for Windows 6.0). • Two (2) copies and one (1) camera-ready version of the Final Neighborhood Preservation Program. A copy of the adopted document shall also be provided on a floppy disk in Word for Windows 6.0 format for use by the City. I�X7 -4- '47 PROPOSED FEE PROPOSED FEE - "=-A\--- AN Neighborhood Preservation Program City of Huntington Beach TASK FEE 1. Meetings with City Staff $3,240 2. Council Study Sessions and Public Hearings $2,080 3. Compile Data and Prepare Program Background Summary $2,750 4. Prepare Program Objectives $3,650 5. Identify Targeted Areas and Describe Area Characteristics $3,685 6. Compile & Prepare Recommended Program Actions $3,750 7. Prepare and Conduct Community Outreach Strategy/Education $2,200 8. Prepare Implementation/Monitoring Program $2,115 9. Conduct Program Implementation (1-year)' $24,960 Subtotal $48,430 Printing Costs/Reproduction' $175 Miscellaneous Costs' $75 Subtotal $48,680 Contingency (10%)0 $4,868 TOTAL $53,548 'Fees for meetings with City staff are based on a maximum of six (6) meetings. Additional staff -level meetings will be billed on a time -and -materials basis using Willdan 's Schedule of Hourly Rates. 2Fees are for two (2) City Council Study Sessions and two (2) City Council public hearings.. Additional Study Sessions or public hearings will be billed on a time -and -materials basis using Willdan's Schedule of Hourly Rates. 313ased on an estimated 8 hours/week of effort extended over a 12-month period. Additional hours (up to 12 hours/week) would result in a cost of $37,440 for Program Implementation. °Printing and reproduction costs include preparation of report materials including xeroxing, overhead transparencies, display graphics, staff reports, handouts, and other public presentation materials. 5MUeage, telephone, fax. 6Contingency funds are proposed to cover unexpected expenses including requests for expanded services by Willdan professional staff or outside consultants, or to provide program services outside of the original scope of services or schedule. -5- IX7 WILLDAN ASSOCIATES SCHEDULE OF HOURLY RATES July 1, 1998 - December 31, 1999 Classification ENGINEERING Principal Engineer Division Manager City Engineer Project Director Supervising Engineer Sr. Engineer Sr. Project Manager Project Manager Associate Engineer Sr. Designer (CADD) Designer (CADD) Engineering Associate Sr. Designer Sr. Design Engineer Design Engineer Sr. Drafter Designer Sr. Drafter (CAD) Drafter (CAD) Drafter Technical Aide Spvsr. - Public Works Observation Sr. Public Works Observer Public Works Observer SURVEYING Sr. Survey Analyst Sr. Calculator Calculator II Calculator I Survey Analyst 11 Survey Analyst I Spvsr. - Survey Survey Party Chief Two -Man Field Party Three -Man Field Party SPECIAL DISTRICTS Spvsr. - Special Districts Services Sr. Special Districts Coordinator Special Districts Coordinator Special Districts Analyst 11 Special Districts Analyst I -6- Fee Rate Per Hour $125.00 120.00 120.00 110.00 110.00 99.00 ' 99.00 90.00 90.00 90.00 82.00 90.00 82.00 76.00 66.00 66.00 65.00 66.00 65.00 54.00 46.00 80.00 73.00 63.00 85.00 85.00 73.00 60.00 73.00 61.00 94.00 89.00 156.00 210.00 104.00 95.00 88.00 71.00 60.00 Proposed Fee I �- '47 COMPANY QUALIFICATIONS , u RELATED EXPERIENCE RELATED EXPERIENCE Willdan Associates has undertaken numerous urban planning, community design, and community revitalization projects in a variety of communities across California. Of particular significance is Willdan's experience in formulating and implementing downtown design and revitalization strategies, including a revitalization strategy for the City of Arcadia, and in serving as the operating agency for the County of Los Angeles Community Business Revitalization Program. For the firm's role in the latter project, Willdan received a National Certificate of Recognition from the Federal Department of Housing and Urban Development. Additional projects include the following: • design and/or operation of commercial and residential property improvement programs in over 20 California cities; • development of an economic development strategy for the City of Rosemead; • development of a beautification plan for the City of Bell Gardens; and • formulation of a revitalization strategy for the Third Street Business District in the unincorporated community of East Los Angeles. Housing Rehabilitation Programs Willdan Associates also has extensive experience in administering and operating CDBG funded housing rehabilitation programs for public agencies throughout California. The agencies that the firm has served range from small cities that receive their CDBG funds through HCD to Urban County jurisdictions and Metropolitan Entitlement communities. Over the past 15 years, Willdan has. assisted 35 agencies across the State. In many cases, we have assisted the local. jurisdiction in initially securing the grant funding for the housing rehabilitation program that we subsequently administer. While the average budget for the programs that we have administered has been approximately $500,000, the largest program we are currently operating is the City of Santa Monica's Multi -Family Earthquake Repair Loan Program. This program has been capitalized with $25,000,000 and $8,000,000 in CDBG and HOME funds, respectively. In addition to Santa Monica, the other cities that we are currently assisting with CDBG funded housing rehabilitation activities are Oroville, Paramount, Rosemead, San Joaquin, Susanville, and Waterford. A complete listing of these and numerous other past clients is contained in the Community Development Experience matrix that can be found on the following page. Loan and Construction Experience Willdan Associates also has considerable experience in packaging and processing housing rehabilitation loans and in managing construction on housing rehabilitation projects. Over. the past 15 years, Willdan has handled the packaging and processing of housing rehabilitation loans for nearly 30 California communities using .9. 1 K7 Related Experience CDBG, HOME, and/or redevelopment set -aside funds. During this same period, the firm has managed housing rehabilitation construction activity in 35 California communities. The rehabilitation projects that we have managed have ranged from single-family homes and mobile homes to a multi -story, 86 unit apartment complex. In rehabilitating thousands of housing units across the State, our staff has been responsible for: • determining the eligibility and credit worthiness of applicants; • preparing work write-ups and cost estimates; • assisting with contractor bidding and selection; • making recommendations to loan committees; • packaging and processing loan documents; • overseeing the work of owner -builders in the case of self-help projects; and • conducting progress inspections and coordinating the disbursement of progress payments through project completion. The public agencies that Willdan Associates has assisted in operating housing rehabilitation programs are also shown in the Community Development Experience matrix found on pages 11 and 12 of this proposal. -10- Willdan Associates COMMUNITY DEVELOPMENT EXPERIENCE R• FUL 1. 31as LJ CLIENT.--�� ADMINISTRATION ASSIST CU tttl WESIDEN I MRE owirkl' N-1 R 1 0 M t,4rnCVNOMIC -n-DEVELOPMENTA' �i- REDEVELOPMENT; City of Agoura Hills 0 0 City of Alhambra 0 • City of Arcadia 0 City of Azusa 0 0 • City of Bell 0 0 0 • City of Bellflower 6 Applications 0 Cityof Bell Gardens* 3 Applimfions; —0 0 0 • City of Burbank 0 0 City of Carson City of Chino • 0 City of Clearlake* 0 City of Colusa 0 0 0 County of Colusa 0 .0 0 City of Costa Mesa 0 40 City of Covina 0 City of Culver Cdy* 0 0 City of El Monte • City of Escondido • City of Fountain Valley 0 County of Glenn 0 City of Hawaiian Gardens 2 Applications 0 0 0 0 City of Hawthorne 0 City of Jackson 0 City of Lake Forest 0 0 City of Lancaster • 0 City of La Puente* 0 0 0 City of Lawndale 0 City of Lincoln 0 City of Long Beach 0 County of Los Angeles 0 0 City of Lvnwood 0 • o 0 A * Current Assignments Wilidan Associates COMMUNITYO. . _ t4: 5' ,tie. i•Ct��'-,. }..I.�:v�� �e�ii!. -4; _ ��{:`r-%"'�w''1' :4➢?.4 rke"K7t-�.s.F.3-:r.'y.,%C` sue.,, rfssK uv .F. ...dw..w:..0 : — .*R ":.17�i.•v:.•.._ :a.a>?4S=ie 'SIJCCESS�UL:,�' �. _ �:C :.K�,.. ..a�: f y� .: !ti�X`r� :.ram _�'� ...•_•,��,'';:�';.x'.su _ '.{ �..�'yi•a+[CD$G;:-:t " "'f=:' . w "`:�w :'=' APP:L•ICATIONSM" ADMINISTRATION CLIENT . : si e r • :1-. _4 r.� �`r- .i f�:-• :'Sti�k�.•r: .�. .",ru4 k �c:.r qw ..-Sze. -- *'� �y�f ..rs.-' 1' r:Y . �- -�r.� •4y �j� ..� . ..r....,. . 7 j,�y.:,►0.�S�'r..',�:��k:; -RENFAL4 S FIRST-TIME �.,........� w 'ASSISTANCE HOMEBUYt #' .:� '�.t - ��" ::7C}l�:...a e:�:.:w '!i' •. iawa ,..'�S-:�:r..'.* �TtT•�x: _ E,� ix:�ytii.'€:f4:�••t...s ��+��:' RESIDEN�fIAL,t REHABILITATION: _ - - :T. •. ii:J� iv;.� ::a-.:.��. �x�::�� �`x1.'i :-�.s.:,,'_C' kw: -i .,..,. _�.�":..,.s°:;"•:'.;`' �•,. - .ri.l. w7.w . .'�,.: •. -�, a2COMMSRCIAL,'. ' REHA$ILITATION? - a?� :`::�;� �:i� ..�:.,.. �'" .ECONOMIC :4.' t.4;DEVELOPMEN7.&:. '' REDEI/ELOPMENT City of Mendota • Cq of Montebello • City of Ontario • City of Orange Cove • City of Oroville* • City of Palmdale • Town of Paradise* • City of Paramount* 2 Applications • • • • City of Rancho Cucamonga 2 Applications • • City of Rosemead* 15 Applications • • • • City of San Gabriel* • • City of San Joaquin* 2 Applications • 1 • • City of Santa Ana • City of Santa Monica* • • City of Sierra Madre 2 Applications • • City of Signal Hill • City of South El Monte • • City of South Lake Tahoe • City of Susanville* 5 Applications • • City of Taft • City of Upland • • • • City of Waterford* • • City of West Holl • • • • City of West Sacramento • City of Wheatland • City of Whittier • City of Willoams 0 * Current Assignments '47 PROJECT TEAM '4% PROJECT TEAM Willdan Associates has assembled a well -qualified project team that possesses all of the skills required to successfully prepare and implement a Neighborhood Preservation Program for the City of Huntington Beach. Our staff is prepared to develop, implement and administer the overall program. The members of the project team are: Mr. Al Warot, will be responsible for corporate oversight of the project team, provide quality control, and serve as the liaison between Willdan Associates and the City of Huntington Beach. He will also assist the City staff in finalizing project objectives, guidelines, and procedures for the implementation of the Neighborhood Preservation Program and will be available to provide technical assistance to the other team members, as needed. Mr. Damien Delany, will be responsible for day-to-day coordination and implementation of the Neighborhood Preservation Program. He will direct and coordinate the activities of the other staff assigned to the program, participate in community outreach efforts, and communicate with the various City Departments and community service organizations involved. Mr. Delany has been responsible for the management of a highly successful CDBG funded housing rehabilitation program in the City of Rosemead, and has operated HOME and redevelopment agency funded housing rehabilitation programs for other southern California communities. Mr. Michael White, will assist Mr. Delany in the preparation of the Neighborhood Preservation Program. Mr. White will also act as the Neighborhood Preservation Coordinator. He is currently assisting the City of La Puente in complying with the annual reporting requirements for its CDBG Program and is serving as a Housing Rehabilitation Specialist in assisting with the operation of a major CDBG funded housing rehabilitation program in the City of Santa Monica. Ms.. Christine Perez, will assist Mr. Delany and will assist with program coordination and implementation activities as well as neighborhood outreach and education efforts. As an Assistant Community Development Planner with Willdan, Ms. Perez assists with the preparation of affordable housing plans and strategies, the operation of residential and commercial property improvement programs, and the administration of state and federal grants related to housing and community development. Resumes for each of these individuals are presented on the pages that follow. M -13- '47 Project Team ALBERT V. WAROT Manager of Planning Services As Manager of Planning Services for Willden Associates, Mr. Albert V. Warot is responsible for corporate oversight of the firm's planning operations. He has more than 27 years of professional planning experience that has involved public and private sector employment. His experience spans all aspects of planning, including current, advance, and environmental planning, as well as housing and community development. To his credit, Mr. Warot received the Distinguished Leadership Award in 1993'from the Los Angeles Section of the American Planning Association. Specific project experience Includes: HOUSING AND COMMUNITY DEVELOPMENT City of La Puente - Mr. Warot is currently assisting the City with administration of its $1.1 million CDBG Program and a $2.18 million Economic Development Loan Program funded with a Section 108 Loan Guarantee from HUD. City of Agoura Hills - Mr. Warot conducted a community development needs assessment that resulted in the establishment of a CDBG funded housing rehabilitation program. He also coordinated the preparation of guidelines and all other materials needed for the operation of the program. County of Sutter- Mr. Warot assisted the County of Sutter with the preparation and processing of an Affordable Housing Program Ordinance. The ordinance, which is a measure for implementing policies of the County's General Plan, requires that a stipulated percentage of the units in all new residential developments containing 10 or more units be affordable to low and moderate income households. in preparing the ordinance, Mr. Warot worked closely with an advisory committee representing a cross-section of housing and development interests in Sutter County. City of Bell Gardens - Mr. Warot assisted the City with the administration of its annual Community Development Block Grant (CDBG). He was responsible for training City staff in the administration of the grant, providing direction in the formulation and implementation of projects, and satisfying federal reporting requirements. The City was recognized in 1995 by the County's Community Development Commission for overall program performance and for the Project of the Year in the Urban County of Los Angeles. • City of Susanville - Mr. Warot assisted the City in procuring $1 million in State CDBG funds for housing rehabilitation purposes. • City of Colusa - Mr. Warot was responsible for oversight of a $1 million housing rehabilitation program. As a prerequisite to using State CDBG funds, Mr. Warot updated the Housing Element of the C4's General Plan, a process that was completed in a period of 5 months, including certification by the State Department of Housing and Community Development (HCD). He also prepared a successful application for $500,000 in State CDBG funds for continued operation of the program. • County of Colusa - Mr. Warot prepared a successful application for $432,000 in State CDBG funds for the rehabilitation of substandard housing and the renovation of the Pierce High School swimming pool in the community of Arbuckle. • City of Orovllle - Mr. Warot served as the project manager for the updating of the Housing Element of the City's General Plan. The entire process, including a series of public workshops/meetings and certification by HCD, was completed in a period of 7 months. The City -14- IA7 Project Team received a Blue Ribbon Communities Award from HCD in 1993 for the commitment made in the element to the provision of housing for all economic segments of the community. City of Jackson - Mr. Warot headed a consulting team responsible for assisting a local non- profit housing corporation with the preservation of 30 units of "at -risk" housing. This was the first project in the country to be successfully carried out under the provisions of the Low -Income Housing Preservation and Resident Homeownership Act of 1990. County of Los Angeles - As Chairman of the City Advisory Committee for the L.A. Urban County CDBG Program, Mr. Warot was the spokesperson for the 48 cities that comprise the country's largest urban county program. He served in this position for several years whiie representing the County's First Supervisorial District as CDBG Coordinator from the City of Rosemead. City of Torrance - As the Associate Planner in charge of community development, Mr. Warot was responsible for administering an annual CDBG entitlement of $1.3 million, a rental assistance program involving 254 - Section 8 certificates, and the implementation of a redevelopment program consisting of three project areas. EDUCATION Northern Arizona University Bachelor of Science, Geography University of Arizona, California State University, Fresno, and California State University, Long Beach Graduate Studies, Geography and Urban Planning PROFESSIONAL AFFILIATIONS American Planning Association Association of Environmental Professionals National Association of Housing and Redevelopment Officials -15- IX7 Project team MICHAEL L. WHITE Assistant Community Developtnent Planner As an Assistant Community Development Planner at Wilidan Associates, Mr. Michael L. White is responsible for assisting with the procurement and administration of grants for housing and community development activities, the processing and packaging of loans for the rehabilitation of residential and commercial properties, the preparation of work write-ups, cost estimating, bidding procedures, and construction management. Specific project experience includes: • City of San Joaquin - Mr. White is currently assisting with the administration of the City's BEGIN funded, first-time homebuyer program. • City of La Puente - Mr. White is assisting with the administration of the City's Community Development Block Grant (CDBG) Program. He is responsible for compliance with federal reporting requirements and coordinating financial management of the Program with the City's finance department. • City of La Mirada - Mr. White complied and tabulated data used in updating the City's housing element of the City's general plan. • City of Santa Monica - Mr. White is assisting with the administering of the City's residential rehabilitation program. He is responsible for responding to inquiries for information about the program, processing applications for rehabilitation assistance, coordinating the selection of contractors, tracking program activity and costs, and preparing status reports to City staff. Prior to joining the Willdan team, Mr. White worked in the following capacities. City View Mortgage Corporation, Orange, California -As sales manager, Mr. White consulted with potential clients and real estate agents, advising them of current market conditions, trends, and forecasts. He assisted clients through the complicated process of purchasing or refinancing a home from beginning to conclusion. He was responsible for obtaining the best financial product to meet the needs of each individual buyer/homeowner and keeping abreast of and communicating to the public the ever -changing market and the products available for today's consumer. Approval Mortgage, Inc., Anaheim, California - White serving as branch manager and senior loan officer, Mr. White was responsible for operating the branch at its optimum efficiency from the back office, involving records and product pipelines, to training and assisting loan officers in their every -day duties. He performed quality control and audit checks to ensure ORE guidelines were met and loan office staff was adequately trained and informed of new products. He also supervised, recruited and hired a staff of 35 to 50 employees, performed some advertising duties, and researched new products. Hughes Aircraft Company, Ground Systems, Fullerton, California - As senior quality engineer, Mr. White was involved with process, quality, manufacturing, test and fabrication engineering, as well as production control. He was responsible for supervising a variety of programs and more than 35 employees, conducting planning reviews, serving as company liaison to government agencies, reorganizing production lines to perform more efficiently, and maintaining positive rapport with employee and customer representatives. Notably, Mr. White received numerous Certificates of Appreciation for saving more than $1 million through the company's Cost Improvement Program. -16- 147 EDUCATION California State University, Fresno Bachelor of Science, Industrial Technology and Electricity/Electronics (1981) PROFESSIONAL AFFILIATIONS California Organization of Industrial Technology (CAIT) The Institute of Electrical and Electronic Engineers, Inc. (IEEE) REGISTRATIONS AND CERTIFICATIONS Real Estate Mortgage License, California 01088544 HOME FundingWorkshop Basically CDBG Workshop Construction Management Workshop Project Team -17- Project Team DAMIEN DELANY Associate Community Development Planner As an Associate Community Development Planner with Willdan Associates, Mr. Damien Delany assists with the preparation of affordable housing plans and strategies, the operation of residential and commercial property improvement programs, and the administration of state and federal grants related to housing and community development. Specific project experience includes: HOUSING AND COMMUNITY DEVELOPMENT • City of Costa Mesa, Housing Rehabilitation - Mr. Delany assisted with the administration of a CDBG funded single-family housing rehabilitation program and a Redevelopment Agency funded rental rehabilitation program. • City of Culver City- Mr. Delany was responsible for conducting inspections in support of the Citys Section 8 rental assistance program. • City of Fountain Valley- Mr. Delany assisted with the preparation of the City's Consolidated Plan. • City of Rancho Cucamonga - Mr. Delany administered the day-to-day operations of the CDBG Program. This included preparing the Cities Grantee Performance Report and the preparation of the Cities Annual Funding Plan. • City of Rosemead - Mr. Delany is assisting with the overall administration of the CDBG program, and specifically compliance with reporting requirements and the implementation of projects. Mr. Delany is also assisting with the operation of commercial and residential rehabilitation programs, as well as the formulation of the Consolidated Plan. • City of San Joaquin - Mr. Delany assisted with the development of a down payment assistance program. This includes preparation of the guidelines and procedures of the program, application grants forms, and covenants. • City of South Gate, Economic Development - As a community development intern, Mr. Delany was responsible for researching and preparing a survey of local industries. He was primarily responsible for preparing City Council agendas, Planning Commission packets, and site plans and redevelopment brochures to attract potential businesses. Additionally, he worked the public counter answering questions about planning problems, local permits, and business attraction and retention, and assisted with the development of a first-time homebuyer's program. • Jamboree Housing Corporation, Affordable Housing/First Time HomebuyerProgram - As a volunteer for the Jamboree Housing Corporation in Irvine, California, Mr. Delany served as a low-income housing representative, responsible for development of a 116-unit senior project in the City of Anaheim. He was primarily responsible for attending City Council and fanning Commission meetings, property management, funding requests for his non-profit organization, and preparing tax forms, drawdown request forms, and rental agreements. He also assisted with the development of a first-time homebuyer's program. EDUCATION University of Arizona Bachelor of Science, Regional Development and Urban Planning PROFESSIONAL AFFILIATIONS National Association of Housing and Redevelopment Officials -18- Project Team CHRISTINA DIAZ PEREZ Assistant Community Development Planner As an Assistant Community Development Planner with Willdan Associates, Ms. Perez assists with the preparation of affordable housing plans and strategies, the operation of residential and commercial property improvement programs, and the administration of state and federal grants related to housing and community development. Ms. Perez also is responsible for Community Development Block Grant (CDBG) and HOME program administration. She assists in the preparation of comprehensive community development and housingstudies and with the administration of housing rehabilitation programs and in preparing and administering grant applications for Section 8 Public Housing programs. Specific project experience Includes: • County of Santa Barbara, Housing Specialist - Ms. Perez was responsible for administration of the CDBG and HOME programs. She also prepared comprehensive community development and housing studies. She also assisted with the disbursement of Housing Rehabilitation Loan Program funding and was responsible for designing loan program guidelines and reviewing underwriting requirements. She also supervised housing specialists, administrative staff, and the work of consultants. • City of Los Angeles, Administrative Analyst - Ms. Perez prepared grant applications for Section 8 and Public Housing pprograms. She also researched and analyzed the Code of Federal regulations for the Modernization, Housing, Management, Planning, Section 8, and Resident Relations departments. Her responsibilities also included reporting and recommending changes to policies and procedures affecting all Divisions of the Housing Authority. She also trained managers and employees on Section 504 compliance regulations. • City of Hayward, Planning Intern - Ms. Perez interacted with the public at community planning and economic development meetings and prepared maps and statistical data for various neighborhood community plans. She also Participated in development review meetings. She monitored, researched, and compiled building permit and housing data for monthly reporting purposes. • City of San Jose, Housing Intern - As a Housing Intern, Ms. Perez interpreted federal, state, and local environmental regulations for the housing rehabilitation and home ownership program. She also researched and reported on HOME and CDBG program policies. While an Intern with San Jose, she published a thesis on the city's Homebuyer Program. EDUCATION San Jose State University, San Jose, 1995 Masters Degree, Urban Planning California State University, Fullerton, 1991 Bachelor of Arts, Environmental Design and Art PROFESSIONAL AFFILIATIONS State of California Realtors Association -19- of its ercial nded Multi- lead - and also epair 1 se of gram multi - ridge ent of din erciA City funds for MG Gtion iment ntee Ic REFERENCES J,r 8 ,999 Proposal to the City of Huntington Beach Development and Implementation of a Neighborhood Preservation Program Prepared by; MNA Consulting 427 C Street, #308 San Diego, CA 92101 Phone (619) 239-9877 Fax (619) 239-9878 June 15,1999 Executive Summary .......................................................................1 Scope of Services........................................................................2 Statement of Firm Qualifications.......................................................7 Related Experience.......................................................................9 Project Organization & Key Personnel...............................................14 CostProposal...................................................................:.....21 E ECUTIVE SUMMARY The City of Huntington Beach has prepared a Request for Proposal (RFP) to solicit consulting services related to the development and implementation of a Neighborhood Preservation Program. The key objective of the program is to preserve the City's housing stock, remove blight and improve the quality of life for City residents. The Neighborhood Preservation Program is also intended to improve and enhance communication between the City, residents, and community groups. MNA Consulting has prepared a proposal to provide the requested services related to the Neighborhood Preservation Program. This proposal details a plan to work in coordination with City staff, the City Council and community groups to identify issues of concern, generate solutions and implement procedures which aim to address "quality of life" issues in the City of Huntington Beach. Key elements of the proposal include a comprehensive community outreach strategy and media relations campaign to encourage public participation in the formation of the Neighborhood Preservation Program and to then educate residents regarding the Program and its benefits to the community. As residents become increasingly aware of neighborhood issues and procedures for improving conditions, the program, in addition to improving communication between the City and residents, will provide community groups with self-help skills required to begin resolving some of their own issues. SCOPE OF SERMICES MNA Consulting proposes to work with the City of Huntington Beach to develop and implement a comprehensive Neighborhood Preservation Program. It will be our goal to develop a plan that is ultimately approved by the City Council and embraced by members of the community as an instrument that will provide the tools necessary to address "quality of life" issues and enhance communication efforts between the City, residents and community groups. MNA Consulting proposes to work closely with each of these groups in order to identify problems as well as to generate possible solutions. Working in coordination with the City, MNA will serve as a facilitator and a consensus builder, operating essentially as an extension of City staff. Under staff direction, MNA will prepare a Neighborhood Preservation Program and work with the City to effectively implement the Program for a period of approximately one year. We propose to implement the program in three phases: program development, program implementation and program assessment. The following provides a detailed summary of the work program proposed for each phase. PHASE I - PROGRAM DEVELOPMENT This phase of the project will involve research and gathering the information necessary to develop and implement a successful Neighborhood Preservation Program. During this phase MNA will meet with City officials and community leaders in order to identify issues of concem and potential areas of conflict. Early identification of issues will allow for the development of a strategy to reach resolution on issues at an early stage of the planning process. The program development phase will also include preparation of a draft plan and final review/approval of a plan by the City staff and City Council. In order to accomplish these tasks, MNA proposes to do the following: RESEARCH/IIVFORMATION GATHERING • Interview City Councilmembers - MNA will meet with and interview each of the City Councilmembers and the Mayor to discuss the parameters of the Neighborhood Preservation Program, identify issues and establish a framework for determining possible solutions. In order to develop a plan that will be approved by the Council, it will be critical to have a thorough understanding of the goals and outcomes desired by the Council. • Meet with City Staff - MNA proposes to meet with key personnel from the various City departments that will participate in the implementation of the Neighborhood Preservation Program to discuss issues related to the Neighborhood Preservation Program and existing City programs as well as solution alternatives. Each department will provide a unique perspective and have a thorough understanding of issues that they regularly encounter. This will be valuable since each department will be responsible for implementing certain aspects of the Program. Meet with Community Organizations - It will be imperative to involve community organizations throughout each phase of the development and implementation process. In coordination with City staff, MNA proposes to establish contact with these community groups (homeowner's associations, chambers of cornmerce, community councils, etc.) and to meet with them in order to explain the scope of the Program. Serving as a facilitator, MNA will solicit input from these organizations as to what issues should be addressed through the Program and how the City and the community, working in partnership, can begin to resolve these issues. MNA will work to establish a sense of community "buy in" to the project. In order for the Neighborhood Preservation Program to be successful, the community must understand the scope of the project and take an active role in determining solutions. • Research Similar Programs - MNA proposes to research similar Neighborhood Preservation Programs recently implemented in the Cities of Santa Ana, Long Beach and Sacramento. MNA will interview participants involved in the development and implementation of these programs in order to gain an insight as to the elements of the respective plans that have proven to be successful. PLAN PREPARATION Preparation of Draft Plan and Implementation Timeline - MNA will work closely with City staff throughout the Neighborhood Preservation Program preparation and implementation process, preparing the plan in close coordination with key City personnel. Incorporating input obtained from all sources during the research and information gathering period, MNA will prepare a draft plan and implementation timeline. This plan will include a summary of the issues to be addressed in the Neighborhood Preservation Program and specific recommendations for reaching resolution on these issues. Prior to finalizing the report for review and approval by the City Council, MINA will submit a draft plan to each of the City departments participating in the Program for review. Staff recommendations will be incorporated into the final report. • Community Outreach - MNA proposes to send the draft plan out for public review to community groups and -will meet with these groups to present the draft plan, answer questions and solicit input from residents. Public comments will be incorporated into the final report. REVIEW OF PLAN BY CITY STAFF/COUNCIL • Staff Workshop — Prior to formal City Council review of the draft Plan, MNA proposes to organize a workshop with staff to discuss and answer questions regarding the Neighborhood Preservation Program and issues related to implementation. Staff recommendations from the workshop will be incorporated into the plan. City Council Study Session(s) - In order to educate City Councilmembers regarding the Program, MNA proposes to schedule a "study session" at which MNA will make a presentation discussing the draft plan and recommendations for implementation of the Neighborhood Preservation Program. This meeting will serve as an opportunity for Councilmembers to ask questions and make recommendations regarding the Program and to become familiar with the details of the plan prior to a public hearing. MNA will organize a follow up study session(s) should it be determined that further analysis/review of the plan is required by City Council. • City Council Public Hearing(s) - The Neighborhood Preservation Program will be officially approved by the City Council at a public hearing. At this hearing, MNA proposes to make a presentation regarding the program for the Council and members of the public. The presentation will entail a discussion of the process through which the Program was developed as well as plans for implementation and include a question and answer period. Should a second public hearing be required for the Council to approve the Neighborhood Preservation Program, MNA will attend the meeting and be prepared to make a presentation and/or answer questions related to the Program. PHASE II — PROGRAM IMPLEMENTATION Once the Neighborhood Preservation Program has been approved by the City Council, MNA working in coordination with City staff, will begin the implementation process. During this phase, MNA will develop a logo for the Program, informational materials, media kits, and a webite to support the Program. MNA will host a workshop with City staff to discuss the logistics of implementing the Program, continue with and step up community outreach efforts in order to increase awareness of the Program and launch a media relations campaign to ensure that the program receives adequate media coverage. Throughout implementation it will be important to monitor public comments and opinion and to be flexible with regards to implementation procedures, making revisions as necessary. In order to accomplish these tasks, MNA proposes to do the following: • Development of Logo - MNA proposes to sub -contract with the graphics design firm Deneen Powell Atelier, Inc. to develop a logo for the Neighborhood Preservation Program. The logo will clearly convey the Program's purpose and provide it with a highly recognizable image. This logo can be incorporated into all of the Program's materials to strengthen its impact. The City of Huntington Beach will be provided with camera-ready artwork on disc. • Development of Informational Materials - MNA proposes to prepare informational materials related to the Neighborhood Preservation Program for public distribution. These materials might include, but not be limited to: a brochure detailing the Program and it's objectives, a "Question and Answer" sheet including responses to frequently asked questions and fact sheets summarizing the main components of the Program. Each of these documents could be used at meetings and other events to educate community groups and members of the public. AIL materials will be submitted to the City for review prior to distribution. • Media Kit - MNA will develop a media kit complete with press releases and/or feature stories, graphics, photos, and fact sheets detailing the specifics of the Neighborhood Preservation Program in a simple and easy to understand format. All materials will be l submitted to the City for review prior to distribution. 4 + Website Development - The internet provides a unique two-way medium for delivering key information and messages. MNA proposes to develop ideas and draft language related to the Neighborhood Preservation Program for inclusion on the City's website. Specific recommendations will be made on the site's design, target audience, and additional creative content. MNA proposes to subcontract with a website developer to develop the site and to make recommendations on how to promote the site and manage it on a day-to-day basis. • Staff Workshop - MNA will schedule a workshop with City staff to discuss specific ideas related to the logistics of implementation and to review support materials for the Program. The goal of the workshop would be to make sure that each department has an understanding of their roles and responsibilities as well as the responsibilities of the other departments. An increased knowledge of the overall scope of the issues and implementation procedures will promote the establishment of an enhanced framework for communication between departments. • Community Outreach - MNA will schedule meetings with interested community groups to discuss the Neighborhood Preservation Program and to educate people on how they can most effectively participate in the Program and interact with the City. Only through active public participation can the issues for which the Neighborhood Preservation Program was designed be resolved. MNA will continually monitor public comment and opinions and when necessary make recommendations as to changes that should be made to implementation procedures. • Media Relations - Media relations will be ongoing throughout the public outreach process in order to facilitate placement of stories in various media that will highlight the Neighborhood Preservation Program, its benefits to the community and the most effective means for residents to contact the City with questions and/or concerns related to the Program. MNA proposes to develop a comprehensive media relations strategy that would include composing and submitting media advisories and press releases as appropriate, meeting with members of the media to ensure that they have the most up-to-date information and organizing press conferences as appropriate. PHASE III: PROGRAM ASSESMENT This final phase, program assessment, will provide the City with an opportunity to assess the effectiveness of the Neighborhood Preservation Program. It would include an additional workshop with City staff and community outreach efforts intended to discuss and assess the effectiveness of the Neighborhood Preservation Program. MNA would then hold "wrap up" meetings with the City staff and City Council to discuss ongoing issues related to the Program i and make final recommendations related to effective implementation of the Program. In order to accomplish these tasks, MNA proposes to do the following: • Staff Workshop - A third workshop with City staff will be organized to provide staff with an opportunity to assess the effectiveness of the Neighborhood Preservation Program and to determine which aspects of the plan are working well and what areas might be improved. c • Community Follow Up - Once the City has had an opportunity to "fine tune" the Neighborhood Preservation Program, MNA will work in coordination with staff to communicate the progress of plan implementation to community organizations and to educate the public with regards to revisions made to implementation procedures. MNA proposes to contact community groups in writing to provide them with project updates and to offer to meet with them should they desire that a follow up presentation regarding.the Neighborhood Preservation Program be made to their group. • Wrap Up Meetings with City Staff and City Counrilmemhers - Subsequent to the completion of the above tasks, MNA will meet with City staff and Councilmembers to discuss ongoing issues related to the Neighborhood Preservation Program and make final recommendations related to effective implementation of the Program. STATEMENT OF FIRM QUALIFICATIONS Introduction/General Qualifications MNA Consulting provides a broad range of consulting services in the areas, of communications, community outreach and government relations. The partners in the firm have over forty-five years of combined experience in community and government relations, allowing the firm to combine public policy and political expertise with the ability to develop comprehensive communications strategies. MNA has worked with both public and private sector clients in developing comprehensive communications strategies, providing public policy research and analysis, project planning, and technical writing services. This includes the development and implementation of community outreach programs designed to provide information and gain support from community groups, business organizations and the general public on behalf of clients All key personnel in the firm have extensive experience working with community groups, business organizations, private companies, public agencies and elected officials in developing consensus on complex projects and public policy initiatives. Applicable Skills Developing Comprehensive Communications Plans: MNA Consulting has extensive experience in developing comprehensive communications strategies and outlining them in a concise written plan. The firm works closely with its clients and other stakeholders in developing a plan specifically tailored to meet the goals of the client. In most cases, the communications plan is a "living" document, that can continually be adjusted to conform with the changing nature of projects. Community Relations: MNA Consulting has over four decades of combined experience working with community groups, business organizations, public agencies and the general public to develop support for and consensus on complex and controversial projects. This has included working with established organizations, as well as establishing community advisory committees to focus specifically on the project at hand. In cases where the firm has selected members to serve on a specific project advisory group, efforts were made to ensure that the panel contained representatives from all affected stakeholders, such as the business community, environmental community, affected residents, public agency representatives, community organizations and the general public. Professional Facilitation: MNA Consulting has served as a professional facilitator for clients who are looking to develop consensus on complex issues where sometimes competing interests are involved. Professional facilitation services include: • Scheduling meetings • Working with the client in developing agendas and subject content for the individual meetings 7 • Conducting the meetings and guiding the discussion • Arranging for guest speakers with specific expertise when necessary • Providing written minutes for each of the meetings • Working with the panel to develop consensus on the issue at hand • Preparing written reports summarizing the groups' discussion and consensus position Identifying ssues and Reaching Resol do : With most of its clients, MNA Consulting is asked to identify issues of various interest groups and work to reach resolutions that best benefit their clients. Such activites have included assistance in: • Establishing goals and objectives • Setting priorities • Identifying issues and points of conflict • Assisting in conflict resolution • Participating in ongoing negotiations Public Presentations: All members of the MNA Consulting account -serving staff are adept and experienced at making public presentations. The firm has experience speaking to a variety of audiences, including community groups, business organizations, City Councils and other public boards and commissions. Explaining and Interpreting Technical Information: N NA Consulting has extensive experience reading and analyzing technical reports, and interpreting them in lay terms. In addition, the firm has been asked to perform technical writing services, including writing land use plans, reports for public agencies (including the City of Huntington Beach) and other entities. The members of the firm often work as part of a project team, alongside engineers, biologists, and other technical consultants, to provide insight into how information will be interpreted and how best to present it to the public. RELATED EXPERIENCE City of Huntineton Beach Project Manager: Melanie Fallon, Assistant City Administrator Phone: (714) 536-5265 Value of Contract: $82,000 Type of Work Performed. Policy advisor on LAFCO related issues M NZ A Consulting serves as an advisor to the City of Huntington Beach on matters related to City boundary changes and the Local Agency Formation Commission (LAFCO) of Orange County. In particular, MINA has assisted City staff in preparing informational reports to the City Council regarding options and potential impacts for annexation of an area known as Bolsa Chica, an unincorporated area planned for new development and surrounded by the City on three sides. Additionally, MNA assisted the City in preparing an analysis of the fiscal impacts of annexation. The City Council of Huntington Beach recently approved moving forward with the annexation of Bolsa Chica. MNA will continue to assist the City in coordinating its annexation proceedings. Genstar Land Company Southwest Project Manager: Dennis Moser, A.I.A. Vice President Phone: (619) 674-1300 Value of Contract: $192,000 Type of Work Performed: Community Outreach MNA Consulting developed and implemented a comprehensive community outreach program for 4S Ranch, designed to gain political and community support for this 4,715-unit development in North San Diego County. The community outreach program included strategic planning, outreach to community groups and business organizations, development of informational materials, and advocacy before the County Board of Supervisors. The firm's efforts helped obtain unanimous approval for the project by the County Board of Supervisors in 1998. MNA is providing ongoing community relations services for the project as it proceeds through the . . construction phase. MNA Consulting also represents the developer with staff and elected officials on several policy issues. This includes working with the County of San Diego Planning Department and Board of Supervisors; the Olivehain Water District (expansion of sewer service); the Poway Unified School District (school facility impact mitigation); and federal and state wildlife agencies (multiple -habitat protection). 9 Pardee Construction Company Project Manager: Mike Madigan, Senior Vice President* Phone: (619) 236-7228 Value of Contracts: $80,000 per annum Type of Work Performed.• Community Outreach MNA Consulting provides ongoing advocacy and community relations services for Pardee Construction Company. MNA Consulting worked with Pardee to spearhead and coordinate the formation of community planning groups for the communities of Otay Mesa and Sabre Springs, and continues to implement the activities of the groups, and serves as the "executive director" for each group. MNA consultants continue to be active in community outreach efforts on Pardee's behalf in south San Diego County. MNA has recently been employed by Pardee to serve as the "executive director" for the planning group in the community of Carmel Valley. Responsibilities related to this assignment include attending meetings and production of monthly minutes as well as participating in the group's regional issues committee. *Mike Madigan recently resigned from his position at Pardee Construction to begin a new position with the City of San Diego. His new telephone number has been provided. Carpenter Irrigation District Project Manager: Ron Van Blarcom, Attorney Phone: (714) 639-6700 Value of Contract: $45,000 Type of Work Performed: Policy advisor on LAFCO related issues, prepared and processed District dissolution and reorganization with the Irvine Water District. The Carpenter Irrigation District is a retail water service agency that provides untreated irrigation water to agricultural customers in the eastern portion of the County of Orange. Because the District does not provide potable water service, its' customer base has eroded as urbanization has supplanted agriculture as the primary land -use within the District boundaries. In response to an application from an adjacent water district to consolidate with Carpenter, MNA Consulting was asked to work with the District to study options for reorganization. As a result of that work and recent action by the Carpenter Board of Directors, MNA is now preparing an application to the Orange County Local Agency Formation Commission (LAFCO) to merge a portion of the District with the Irvine Ranch Water District and dissolve the remaining service area of the Irrigation District. Catholic Diocese of San Diego Project Manager: Joe Santen, Assistant to the Bishop for Special Projects Phone: (619) 490-8325 Value of Contract: $55,000 Type of Work Performed.• Community Outreach MNA Consulting is developing and implementing a community outreach and public information program to assist the Catholic Diocese in obtaining approval for the construction of a Catholic high school and parish church complex in Carmel Valley. This program includes strategic planning, development of public information materials and preparation of public presentations. NfNA consultants are responsible for working closely with community planning groups, 10 homeowners associations and individual community leaders to address concerns and build support for the project. National Association of Indust al and Office Parks AIOP Project Manager: Karen Gerry, Executive Director Phone: (b 19) 231-85 I 1 Contract Value: $15,000 per annum + $10,000 "discretionary projects" contract Type of Work Performed: Advocacy and Media Relations MNA Consulting has recently been hired by the San Diego Chapter of the National Association of Industrial and Office Parks to increase the effectiveness and scope of the organizations's advocacy and communication efforts related to issues affecting the industrial building and real estate industry in San Diego County. MNA Consulting is working to develop and implement a comprehensive communications plan in order to effectively communicate the actions, achievements and priorities of the organization's - Legislative Affairs Committee to the general membership, local elected officials and community leaders. Cily of Chula Vista Project Manager: Bob Leighter, Planning Director _ Phone: (619) 585-5738 Plalue of Contract: Project 1- $124,000, Project 2- $50,000 Type of Work Performed: Preparation and Implementation of a Multiple Species Conservation Program, Policy Advisor MNA Consulting provides consulting services to the City of Chula Vista related to completion of negotiations on the City's proposed Multiple Species Conservation Plan (MSCP). This project involves working with the City and the wildlife agencies to negotiate an agreement on the final parameters of the City's MSCP program and on critical policy issues. MNA assists the City to develop planning and negotiating strategies, schedules and coordinates all meetings between the City and the wildlife agencies, and represents the City in all negotiations. If and when specific written materials are necessary, MNA prepares such written materials for use in various meetings and negotiation sessions, and prepares correspondence for the City when formal responses are required. On a separate project, MNA Consulting serves as a policy advisor to the City of Chula Vista coordinating negotiations with federal and state wildlife agencies and private landowners within the City to create a site for construction of a University of California campus within the City of Chula Vista. East Orange County Water District Project Manager: Dale Heurerman, General Manager Phone: (714) 53 8-5 815 Value of Contract: $33,000 Type of Work Performed: Consolidation Study MNA Consulting is preparing a water district reorganization study for the East Orange County Water District. The District provides both retail and wholesale water services in the County of Orange. Its' wholesale customers include five sub -agencies; the Cities of Orange and Tustin, Southern California Water Company, Orange Park Acres Mutual Water Company and the Santiago County Water District. The East Orange Water District Board of Directors has contracted with MNA to study possible reorganization options among the water serving agencies and to analyze the potential impacts to water delivery service, water rates and government accountability. Steele Canyon Golf Club Project Manager: Larry Doyle, President Phone: (619) 441-5865 Value of Contract: $30,000 Type of Work Performed.• Community Outreach MNA Consulting is developing and implementing a community outreach and advocacy program for Steele Canyon Gaff Club to assist them in gaining approval for the utilization of groundwater for irrigation purposes.. In this capacity, MNA consultants participate as an active member of the project team, and interface with water agencies, elected officials and community groups. The community outreach program includes strategic planning, the development of public information materials, and advocacy with the offices of the Board of Supervisors. 12 CLIENTS (Current and Past) -P-14blic Sector Carpenter Irrigation District - Reorganization Study and LAFCO proposal Centre City Development Corportation — Transportation Funding Strategy City of Chula Vista — Development/Implementation of Multiple Species Conservation Program City of Encinitas - Ecke Ranch Property Tax Exchange City of Huntington Beach — Bolsa Chica Annexation Strategy City of Irvine — MCAS El Toro/.lames A. Musick Branch Jail Annexation City of Poway - Library Feasibility Analysis City of San Diego - Foreign Trade Zone Application (Otay Mesa) City of San Marcos - San Marcos Fire District Consolidation Study City of Upland - "Island" Annexation County of San Bernadino - Planning Fees Analysis East Orange County Water District - Consolidation Options Study San Diego County Water Authority - Repurified Water Review Committee UCSD Health Sciences PLivate Sector Bitterlin Companies/Starboard/MCA Universal Budget Rent -a -Car California Transportation Ventures, Inc. Cox Communications PCS Creative Properties Davidson Communities EastLake Development Company General Dynamics Genstar Land Company Southwest Iroquois Townhomes Matsushita Television Company McKellar Development of La Jolla Mercy Air Services Metro International Trade Services, Inc. (Operator, Otay Mesa Foreign Trade Zone) Pardee Construction Company Pima Gro Systems, Inc. Presley of San Diego Ramsey Real Estate Group Shea Homes Steele Canyon Golf Club Subarea V Property Owners TenantFirst Real Estate Services, Inc./ Mitsui Real Estate Sales U.S.A. Co., Ltd. The Roll Family Woodcrest Development N-qn-Profit Alliance for Habitat Conservation - Executive Director Catholic Diocese of San Diego Lakeside Business Consortium - Government Structures Options Analysis National Association of Industrial and Office Parks Otay Mesa Chamber of Commerce/Citizens for Border Transportation San Diego Building Industry Association' San Diego National Sports Training Foundation - Project Management, Olympic Training Center San Diego Port Tenants Association San Diego State University Foundation United States Olympic Committee - Project Management 13 M Laurie McKinley MNA Consulting PROJECT OVERSIGHT • Project oversight and general counsel Graphic Designer • Development of program logo ORGANIZATIONAL CHART I City of Huntington Beach staff j Kristen McDade MNA Consulting PROJECT MANAGER • Project oversight and management • Meetings w/City Council and City staff • Community outreach • Preparation of Neighborhood Preservation Plan • Facilitation of workshops/study sessions • Preparation of RCA • Presentations to City Council • Program implementation Stephanie Morrison MNA Consulting PROJECT COORDINATOR • Meetings w/City Council and City staff • Research of similar programs • Community outreach • Participation on workshops/study sessions • Preparation for City Council presentations • Program implementation • Coordination and oversight of logo development • Development of informational materials • Coordination and oversight of website development • Development of media kit • Media relations Website Developer • Website implementation and management 16 LAURIE J. McKINLEY BIOGRAPHY CURRENT EMPLOYMENT MNA Consulting Ms. McKinley is a founding partner of MNA Consulting, a governmental and community relations consulting firm. Incorporated in January, 1993, MNA Consulting is an outgrowth of The McKinley Group, which was founded by Ms. McKinley in 1987. Since beginning her consulting practice, Ms. McKinley has worked with both public and private sector clients, providing policy and government affairs consulting services including local government reorganization studies, public agency representation, project planning and management, public facilities and finance analysis and community relations. La Cima Partnershi Ms. McKinley is also an active partner in La Cima Partnership. A woman -owned business founded in 1989 to develop a mixed -used retail/office building in the heart of San Diego's "Uptown District," La Cima Partnership continues to own and operate the project and run an executive suites business on the premises. PROFESSIONAL HISTORY Prior to founding her consulting business, Ms. McKinley developed professional experience in both the public and private sector. Ms. McKinley's public roles included serving as the Executive Director for the San Diego Local Agency Formation Commission, a State - mandated local planning agency, and as Chief of Policy for the Mayor of the City of San Diego. Private sector experience included serving as Vice President of the A. Cal Rossi Company, a San Francisco based hotel development firm; Planning Director for Presley of San Diego, a residential development company; and as Senior Management Consultant for Deloitte Haskins and Sells Government Industry Division. COMMUNITY AND PROFESSIONAL INVOLVEMENT Ms. McKinley serves as a member of the Greater San Diego Chamber of Commerce Local Government Advisory Council and the San Diego Building Industry Association Legislative and Communications Committees. Very involved with the Girl Scouts of America, Ms. McKinley was a Girl Scout Troop leader for eight years and was on both the Women's Advisory Council and Speaker's Bureau for the San Diego -Imperial Girl Scout Council. Ms. McKinley has also served as the founding chair of the Westpark Community Association, on the City of San Diego Housing Trust Fund Task Force and on the 1987 Mayor's Blue Ribbon Task Force on Park Bonds. In 1982, Ms. McKinley was included in the publication "Who's Who Among San Diego Women." EDUCATION Ms. McKinley received her Masters in Public Administration in 1977 from San Diego State University. In 1972, Ms. McKinley graduated Phi Beta Kappa with two Bachelor of Arts degrees from the University of California at Berkeley (German & Comparative Literature, and Theater Arts/Dance). 15 RESUME LAURIE J. McKINLEY — PARTNER 1 C.E.O. EDUCATION Masters in Public Administration, San Diego State University, 1977 Bachelor of Arts/Phi Beta Kappa, University of California at Berkeley, 1972 WORK HISTORY MNA Consulting Co-Founder/Owner The McKinley Group Founder/Owner Presley Development of San Diego Director of Planning Deloitte Haskins & Sells Senior Management Consultant, Government Industry Division City of San Diego Principal Assistant to the Mayor for Policy and Program Development The A. Cal Rossi Company, Ltd. Vice President, Planning and Government Relations San Diego Local Agency Formation Commission Executive Officer/Analyst San Diego County Integrated Planning Organization Planning Administrative Assistant Office of Senator John V. Tunny Intern/Analyst AFFILIATIONS AND OUTSIDE ACTIVITIES Director, The McKinley Associates, Inc. Member, Local Government Division Advisory Council, Greater San Diego Chamber of Commerce Member, San Diego Building Industry Association, Legislative Committee Member, Girl Scouts of America of San Diego and Imperial County, Advisory Committee Member, San Diego Women in Land Use Chair, Westpark Community Association Member, City of San Diego Housing Commission, Housing Trust Fund Task Force (1989) Member, Mayor Maureen O'Connor's Blue Ribbon Task Force of Park Bonds (1987) Who's Who Among San Diego Women (1982) V KRISTEN A. McDADE BIOGRAPHY CURRENT EMPLOYMENT NINA Consulting Ms. McDade is a Vice President for MNA Consulting, a government and community relations consulting firm. Since beginning work with the firm as an Associate in 1995, Ms. McDade has been providing community outreach and advocacy services for a variety of. clients in order to promote a positive image for clients and their projects to the community and decision makers. Ms. McDade has worked with both public and private sector clients advising them on a variety of public policy and communications matters, including the development and implementation of comprehensive community outreach/public information programs, public policy research and analysis and advocacy with public agencies and community organizations. PROFESSIONAL HISTORY Prior to accepting her position with MNA Consulting, Ms. McDade gained experience in community relations and government affairs working for the City of San Diego, and later as a consultant to the City. Ms. McDade was a Council Representative for San Diego City CounciImember Judy McCarty, where her responsibilities included acting as a liaison between the Council office, City staff, the media and the general public; ongoing interaction with community groups and business organizations in the district; and providing policy recommendations to the Councilmember in the areas of economic development, redevelopment, affordable housing and public safety. Subsequent to her work for the San Diego City Council, Ms. McDade worked for Katz & Associates, a public affairs firm, as an on -site consultant to the City of San Diego's Metropolitan Wastewater Department. In this capacity, she was responsible for managing the community outreach program for projects related to the upgrade and expansion of the Metropolitan Sewer System; a multi -billion dollar public works project. Her primary responsibilities included facilitating and managing focus groups created to assess community concerns about upcoming projects; public information and education; acting as a liaison between the community, City staff and offices of elected officials; and preparing presentations for project approval before the San Diego City Council. COMMUNITY INVOLVEMENT Ms. McDade is a native of San Diego and has been active in community affairs for many years. She currently serves as a Special Advisor for San Diego Youth and Community Services, and served as a co-chair of their Take Wing Capital Campaign, which raised money to provide transitional housing for homeless youth. She also served as the Secretary of BIA Cares for Kids, the charitable arm of the Building Industry Association, and served as a member of the Building Industry Association's South County Division Board of Directors. EDUCATION Ms. McDade received her Bachelor of Arts degree in Political Science from the University of California at Santa Barbara in 1990. 17 RESUME KRISTEN A. McDADE — VICE PRESIDENT EDUCATION Bachelor of Arts in Political Science, University of California at Santa Barbara, 1990 WORK HISTORY MNA Consulting Vice President Katz & Associates Account Executive/Community Relations Specialist City of San Diego, Office of Councilmember Judy McCarty Council Representative The United Way Account Executive United States House of Representatives, Office of Congressman Bill Lowery Lyndon B. Johnson Internship Recipient County of San Diego, Office of Supervisor Susan Golding Administrative Intern Friends of Bob Ottilie, Campaign for San Diego City Council Fundraiser AFFILIATIONS AND OUTSIDE ACTIVITIES Secretary, Board of Directors, BIA Cares for Kids Member, Board of Directors, Building Industry Association, South County Division Special Advisor, San Diego Youth and Community Services Member, Board of Directors, San Diego Youth and Community Services l8 STEPHANIE R. MORRISON BIOGRAPHY Stephanie Morrison is an associate with MNA Consulting, a governmental and community relations firm located in San Diego. In addition to providing support on numerous client projects, Ms. Morrison works with clients providing community outreach services. Her responsibilities include interaction with community leaders, elected officials and their representatives, non-profit organizations and business advocacy groups. Ms. Morrison gained her experience in community relations working with non-profit organizations including the San Diego County Hispanic Chamber of Commerce, the Building Industry Association and the Otay Mesa Chamber of Commerce. While at the San Diego County Hispanic Chamber of Commerce, Ms. Morrison served as membership director where she more than doubled the organizations membership by launching an extensive community outreach campaign. Ms. Morrison is a native of San Diego, California and active in community affairs. She volunteers with numerous community projects and organizations. Currently she is an active member of the public relations committee for the Access Center of San Diego and serves as a mentor for the Barrio Logan Elementary Institute, a non-profit community - based program dedicated to the academic advancement of Barrio Logan children. A graduate of San Diego State University, Ms. Morrison received a Bachelor of Arts degree in International Business in 1995.. Fluent in Spanish, Ms. Morrison lived for oneyear in Madrid, Spain, where she attended the Universidad Complutense de Madrid. 19 RESUME STEPHANIE IL MORRISON — ASSOCIATE EDUCATION Bachelor of Arts, International Business, San Diego State University, 1995 Universidad Compiutense De Madrid, 1993 WORK HISTORY MNA Consulting Associate i . San Diego County Hispanic Chamber of Commerce t Membership Director r Otay Mesa Chamber of Commerce Membership Coordinator Building industry Association Special Projects Assistant AFFILIATIONS AND OUTSIDE ACTIVITIES Mentor, Barrio Logan Elementary Institute Member, Public Relations Committee, Access Center of San Diego Member, Community Projects Committee, Otay Mesa Chamber of Commerce . Member, Membership Committee, San Diego County Hispanic Chamber of Commerce 20 The following table outlines a proposed cost to accomplish the work detailed in the scope of services. MNA Consulting proposes a contract of an amount not to exceed $155,000, and proposed that it be paid in monthly installments of $12,900 for a period of 12 months. This contract amount includes the services of MNA Consulting, a graphic designer and a website developer, and is inclusive of usual and reasonable expenses (mileage, copies, faxes, etc.). It should be noted that this budget is an estimate, and MNA Consulting is willing to work with the City of Huntington Beach to ensure that the cost proposal fits their needs and budget. Activity Sr. VP Associate Total Partner hours PHASE I: Program Development Researchlinfo gathering • Interview City Councilmembers 35 35 70 (includes preparation, meeting time, and follow-up for meetings w/each Councilmember and Mayor) • Meetings w/City staff (includes 35 35 70 preparation, meeting time, and follow- up for meetings w/City staff) • Meetings w/Community groups 45 45 90 (includes preparation, meeting time and follow-up for meetings w/approximately 6 community groups) • Research similar programs 20 20 Plan Preparation • Preparation of draft plan and 75 50 125 implementation timeline • Meetings w/community groups 40 40 80 (includes preparation, meeting time and follow-up for approximately 6 community groups) Review of Plan by City Staff/Council • Workshops w/City staff regarding plan 40 40 80 and its implementation (includes preparation, meeting time and follow-up for estimated two workshops) • City Council Study Session (includes 20 20 40 preparation, meeting time and follow- up) 21 • Revising draft plan and incorporating I0 20 30 comments from City staff, community groups and City Council • City Council public hearing (includes 40 20 60 preparation of RCA, preparation of presentation, presentation materials, meeting time and follow-up) PHASE II: Program Implementation • Development of logo (cost to 5 5 10 subcontract w/graphic designer listed below) • Development of public informational 30 50 80 materials • Development of media kit 15 20 35 • Website development (MNA to develop 20 20 40 all copy for website; cost to subcontract w/website developer listed below) • Staff Workshop(s) (includes 30 30 60 preparation, meeting time and follow- up) • Meetings w/community groups 40 40 80 (includes preparation, meeting tune and follow-up for approximately 6 community groups) • Media Relations (includes drafting press 25 40 65 releases, scheduling and implementing press conferences, and follow-up with local media) PHASE III: Program Assessment • Staff Workshop (includes preparation, 30 30 60 meeting time and follow-up) • Community follow-up (includes 40 40 80 preparation, meeting time and follow-up with approximately 6 community groups • Wrap-up meetings w/staff & Council 25 25 50 (includes preparation, meeting time and follow-up) General "of -counsel" activities for Senior 50 50 Partner TOTAL HOURS Sol 600 625 1275 22 COSTS Hourly rate $1351hr $1201hr $951hour A NA Labor Costs 6, 750 $72, 000 $59, 37S $138,125 Subcontractor costs • Graphic Designer (logo development) $5, 000 • Website developer $3,000 Expenses: Approximated at 10% of contract amount. Includes estimates for travel, presentation graphics, copies, faxes, etc. Does not include large duplication of printing/typesetting costs (i.e., reports, informational brochures, etc.) $13, 500 TOTAL COST $159,625 23 RCA ROUTING SHEET INITIATING DEPARTMENT: PLANNING DEPARTMENT SUBJECT: APPROVE THE PROFESSIONAL SERVICES CONTRACT WITH L.D. KING, INC. FOR CONSULTING SERVICES IN CONNECTION WITH THE PREPARATION OF A NEIGHBORHOOD PRESERVATION PROGRAM COUNCIL MEETING DATE- August 16, 1999 .. .. .. ... .. .. .. .. .. .... .. .. .. .... .. .... ..... .... .. .......... .......... ........ . . .. . .. . ...... . X X X X RCXATTACH M ENTS.. . .. .. .. .. .. .. ...... .. ...... .. .. .. .. .. .. .. .......... .. .. .. . ... .. . . . .. . . X X X X . m; -LIS: j TAT I.S . . ........ .. .. . ..... Ordinance (w/exhibits & legislative draft if applicable) Not Applicable Resolution (w/exhibits & legislative draft if applicable) Not Applicable Tract Map, Location Map and/or other Exhibits Not Applicable Contract/Agreement (w/exhibits if applicable) (Signed in full b the City Attomey) Attached Subleases, Third Party Agreements, etc. (Approved as to form by City Attomey) Not Applicable Certificates of Insurance (Approved by the City Attomey) Attached Financial Impact Statement (Unbudget, over $5,000) Not Applicable Bonds (lf applicable) Not Applicable Staff Report (If applicable) Not Applicable Commission, Board or Committee Report (If applicable) Not Applicable Findings/Conditions for Approval and/or Denial Not Applicable ................... ................................... .. ......... ............ ... .. . . .. ...... ...... ............... ................ .. .. . . .. . . ... . . . . .. . . . . .. : ... - .. ... ........ .. .. ......... .. ...... .. .. .. .. ..... .. ... .. EXPLANATION. FOR: MISSING­ATTACHMENTS::........­ ....... ......... .. .. ........ .. .. ... .. .. ..... .. .. .. ......... ............ .. . :.EXPLANATION:FORRETURN'.OF: ITEM'' . .. .... i--