HomeMy WebLinkAboutROBERT J. RODINO ASSOCIATES - 1977-04-18 A
AGREEMEN. FOR �'..
PLANNING CONSULTIVE SERVICES
THIS AGREEMENT, made or, the 18th day of Apri; , f977, by and b-2tween the
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CITE 6F HUNTINGTON BEACH, CALIFORNIA, a mu^icipal corporation (hereinafter
referred to as CITY), and Robert J. Rodino Associates, principal offices in
Santa Ana, California (hereinafter referred to as CONS',"%. 7):
W I T N E S S " R!
WHEREAS, CITY has determ;ned that professional asssstance is needed to
provide planning consulting services in con4inction with the Housing and Com-
munity development Act Community Analysis Project hereinafter iefined.
WH ER:AS, GI-Y desires that; housing conditions be inventoried and viable
strategies to implement programs for the; improvement of housing conditions,
especially for low- and moderato-income families, be formulated.
WHEREAS, CCASILTANT s qualified to undertake iind compotently complete
such consulting services, and is willing to undertake same;
NOW, THEREFORE, the CITY and CONSULTANT in consideratipr of the mutual
covenants and agreements hereinafter contained, do hereby agree, each with
the oilier, as follows:
I. SCOPE OF CONS11JING SERVICES
The services to be performed by CONSULTANT are aescrib& awj set
forth in Exhibit "A", attached hereto and by this reference made a part hereof.
If. STUDY AREA
The study area is defined as the City of Huntington. Beach,
III. S"!lF_UULE
CONSULTANT agrees to commence work program set forth in Exhibit
"All Within five (5) plays followlriu t a execution of. this .Agreement,. and, to
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di'lgently continue the same to corn-)letion. The work program shall be com-
pleted and recommendations submitted to the CITY within one hundred and six
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k (106) days fallowing execution o" this Agreement. In the event that CON-
SULTMT'S work slow program is delayed fo re?sons beyond the control of
CONSU(TANT in connection with required CITY staff input, CONSULTANT resrryes
the right to delay his work schedule by a corresponding amount of time.
IV. MEETINGS
CONSULTANT further agrees co pray= ora' public presentations
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of work program results to CITY'S Citizens Advisory Committee, planning
Commission and City Council at such times and in sucl, numbers as CITY'S
r,,presentative deems appropriate. CITY agrees to notify CONS'ULTANT of tie
time and place of said oral presentations at least ten 00) days prior to
the sate on which the presentations are to take place.
Beyond these oral public presentations, CONSULTAhf will meet
regularly each week and at other such times deemed mutually appropriate with
authorized representatives of the Planing Department staff in order to fa-
cilitate coordination and to dutifully carry out CONSULTANT work program
tasks to completion.
V. BILLTNG ANC PAYMENT FOR SERVICES `
For furnishing toe consulting services specified under Exhibit
"A' of this Agreement, CITY agrees to pay CONSULTANT the smm of Sixteen
Thousand wine Hundred and Sever►t_=-five bollars ($16,975.00) Partial pay-
ments shall b �r,ade 4ithin ten (10) days after presentation to CITY of state-
ments in accordance .;pith the fcllowing billing schedule,
Goon Execution of Agreement....... .... ... . ... . ..$3,3.95,00
Upon Completion of Task 3 ...... . ........ ....... ... 6,224.16
LM......,
Upon Completion of Task 4... .. .. . ....... .. .. . 2,829.17
s
Upon Completion of Mork Pr6gram..... ....... ...k, ... ..... 4,525.67
Tfi TAL $16,975.00
The total amount of Sixteen Thousand ?4ine Hundred r t
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a� Seventy Five Dollars ( 16,975.00) shall include a1l costs incurred by
CONSULTANT for salary and out•si-;locket costs for travel and miscellaneous
expenses necessary to perform the Scope of Consulting Services specified under }:
Exhibit "A" of this Agreement,
VI. DESIGNATION OF AUTHORIZED REPRESENtATIVES
CONSULTANT HEREBY agrees, upon the signing of this Agreemen' , to
furnish the CITE' in writing the name of the individual who will be authorized
to t in person or through his designee fnr CONS';LTANT in all matters per-
taining to the consulting services to be performed. Sl!ch individual shall be
subja,:t to approval by the CITY':; Planning Director,
CITY agrees„ udon signing this Agreement, to furnish CONSULTANT
the name of an individual who, as the C. Y'S Pre ect Representative, will be
authorized to a .t in person or through his designee as representative for the
CItY in all mratte)s pertaining to this study,
It 's understood and agreed by said partfes that the authorized
representative may be changed, vrnvided either party to this Agreement. so de-
siring the chancge give at least five (51 days' prior notice in writing to the
other, naming its new authorized representative, and that CONSULTANT'S said
representative shall be acceptable to the CITY.
VII, COOPERATION
All dew-tments of the CITY will assist CONSULTANT in the r-,r-for-
mance sit this study, and 'CONSULTANT agrees to provide general guidar .e and
direction to, CITY personnel that are to ass ,,t CONSULTANT in the collection
of data and preparation of the final report. CITY shall provide letters of
introductiof " CONSULTANT to such other persons, firms, or governmental en-
tities as necessary to assist CONSULTANT in obtaining required data. �
The use of CITY records and personnel by G�RSULTW shall be
coordinated through the CITY'S Representative..
VIII. OWNERSHIP OF DEPORTS AND DATA
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All reports, work papers, memoranda- exhibits, data, and othcr �
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work or materials prepared in compliance with this Agreement shall be trade
s.
and remain the property of the CITY, to be used by CITY as ;may be required.
I X. GHANGLS IN WORK
CITY may, at any time, by written request of the CITY'S Project
Representative, make any minor change in the services specified hereunder,
provided further, if such change involves additional work, a.iditional compen-
sation not to exceed Five Hun&-ed Dollars ($500.OU) may be approved by
CITY Project Representative. Any claim for adjustment under this article
Must be trade in writing to the CITY`S r-oject Representative within ten (10)
days from the date the change is requested.
X. TCRh}PRATION
This Agreement 's -.ubjecc to term-nation by the. CITY at a y time
upon :,,erving written notice to CONSULTANT anO the CITY shall thereaf';ev ue
iaale to CONSULTANT only for fees anr; costs accrued tc the date of receipt
by CONSULTANT of such Notice. All compteted raper worx and accumulated data
shall become the property of the CITY.
XI. t�oTt�Ls
All notice3 to CONSULTANT under this Agreement shall tie deemed
valid and effective upon deposit in the United States Mail, postage prepaid,
by certified and/or registered aLiil addressed to Robert Rodino Associates,
2114 North Broadway, Santa Atia, California 92705.
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All notices to the CITY under this Agreement shall be deemed valid and
effective when personally served upon the planning Director or upon deposit �
in the United States h§ail, postage prepaid, by certified and/or registered
mail, addressed to the Planning Director, City of Huntington Beach, P.O. Box 190,
Huntington Beach, California, 92648.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to � V
be executed on the date first above written. I
CITY OF HUNTINGTON BEACH,
a Municipal Corporation
Dated. t� �? By'-
Mayor
ATTEST
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L.��...:c� ��,� �„;�ij.ram�.:.��-:�� �'`�...✓
Clerk,
APPROVED AS TO FOR%
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Robert J, Rodino Associates.
City A torney -141
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Dated.` _ . _ .0 _ .�.__ =IY:
h9PROVE AS TO CONTENT
Bf By
Ott dministrator _ �..
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EXHIBIT A+
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41 11. HOUSING SURVEY
The survey �f housing conditions will be conducted r
with two objectives in hind: to provide the strategy
development portion of the project with accurate data
on housing problems* and to assist the city in ,pre- �
paring its Housing Assistance Flan tables. �
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The survey will begin by dividing the city into four
types of neighborhoods with the assistance ot» the
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planning department staff. The division will, :be as
follows
1. Excellent. - containing new and expensive housing
requiring no assistance from the city.
2. Good -- containing sound dwelling units inh.ao.by middle income families but with possible
occasional deterioration.
3. Fringe - those neiuhborhoods on the outsk;- * .
fringes of more serioxtsl.y deteriorating n{ z
hoods, contzAning basically sound units hvt with.
possible early signs of ,poor maintenance or de-
terioration.
4. Deteriorating -- neighborhoods in which the housing
stock is older, of lower value, and is inhabited
primarily by low and very low income residents,
and showing fro-quent and considerable signs of
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deterioration, xS
Each neighborhood will be treated differently by the
consul{:ants. For all areas assessment data will be
reviewed to deter rrirc ' .ousing age azid assessed value.
E This inforx ` c.-,t as an overall guide to
neignboncc. y as weil, a=;: pro,,:yde substantive
i,rrput to detailee housing analyses. The combined
,judgement of the consultants and the planning depart-
ment staff will then d— rmine what specific actions
and analyses are made within each neighborhooC category,
It is expected that littlo;. or no attention will be
givea by the consultaats to neighborhoods gualifing
as excellent, except for the possibility of a brief
drive through to confirm t t'� corIt'.nued high quality
of thong areas. For categorised as
good the ,.Onsultants will co:zdurt a visual inspection
by means of a wiadshiel.d survey and a collection of
the 4forementioned assessment data, The drive through
will serve to spic:t check any possible early sY qns of
deterioration or poor maintenance as well as land uses
and zoning.
Nei-qhborhoods characterized as being on the fringe
of detersoratir_g areas will receive mr.—e extensive
treatment by the consfa Cants. It is irr, these ar��az
that future deteriorat4.on is Most likely" to occur.
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Tre consultants will walk through fringe neighborhoods '-
to obtain a physical count of dwelling sanits, perform
an exterior survey of housing conditions through the
usr- of an inspection checklist, will mace notes of any
signs of det~erioxatson or impropev property maintenances :,
will record information land use, zoning, the frequency
of mortgages, and any additional signs of encroaching
deterioration.
Neighborhoods characterized as deteriorating, such as �.
those already i d-.nti f Idd in the city's Community
Development Application aid Housing Assistance Plans
will recei•.e the ,iiast, extensive treata.te 4t of all. In
addition to the kind o` information collecta6 for fringe
aru:is, the consultants will conduct a detAled sample
inspection of approximately 23 dwelling units and house-
holds. The detailed inspections will of course be con-
ducted only with the cooperation of the owner or renters,
and will involve r=n interior as wel,'. as r.;:4 exterior physical.
it .pect•.i�,n of housing conditions ane rehabilitation neens.
in addition, social and finan-wial information about the
residents will be obtained through an interview wit:n `he
occupants. The latter informations of course, will be
held in strictest confidence and will b,- reported to the
city without. the specific names or addresses of the
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residents, although this irformation will be maintained
can file at the consultant's office to confirm any further
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uestic-s that; may arise, More information will be �
presentoA on this sensitive issue under the section on
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"Data Cullectkon" Lot us review the: data content to be
collected within the framework outlined ab;:,-,re.
A- DATA CON TENT
The following informat;` ,ai will :.e collected
daring the detail--d sample survey of 20
houses, and in less detail for all lousing �
in idt.ntified problems areas- For the latter,
t.h,z 6 cou.tent oltzlined balow U.at; is
gollectable from ;sidewalk sur�r.�ys and public
reco,ds will be recorded.
a:. flou 'M" Characteristics
3) Y<'ar of Construction
9} Typts of Construction (frame, stucco)
a) Foundation - typu and coiidlti.on
G? Size of Lot
7) Size of house, number of rocros, square
footage
83 Purchase Price ,ot current occupant)
9) Apprai ed Value Eat tLirea of pa3rchase
now) Market Value
10) Assessed Value
31) History of Violations
I3WIdinq, Health, l irt;
Of rental -- owner and court recced
12J Remaining- Economic Life
13) Mortgage what institution, type
(conlentional, F-"l ., VA) �.
Original Amount, Interest rate, term
Monthly payment (Fr'iicipal. and
Interest)
Curren-- Balance -- Status (del.ingneut,
current)
Date Due
141 Taxes (real estate) and rate T �`
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Ft. eq'.' rad Rehabilitation
1) Foundation
21 Plumbing
3) Ilea tir.g
41 Electrical.
a) Floor aupportn and framing
6) 'c loo ing
7) Wall Framing
g) €'all and Coilings
9) Roof I`raining and Rooting
10) Windows
11) Doers
12; Pcrch
13) :Insulation, Vapor Barrier, and
Ventilation
14) Basement of arty)
1 5) Masonry
16) Siding and Trim
17 Design Considerations - number of
bedrooms, bathrooms, size of roams
c !Cosa of Construction
1) itembized by trade
A) Architectural fees
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d. Financfnq t
2) Loan terms monthly payments,
interest, and durat ioai
2) Financing charges - escrow .fees,
title policy, recording fees
3) Economic life after rehabilif:ation
r e. Expen..es ,
t l) Utilities - gas, electric, telephone
2) Maintenance
3) Insurance
4) ; ortgage payment
5) Rent (for rental unita)
6) Install-ment Credit Obligations
f. Social and Pconom c Data
I) Family name (anly nee,led for a, tual.
loran processing, not for survey)
2, Nnmber in family
3) Uumber in occupancy adults, cnildren
(ages)
4) Date c;i occupancy
5) income (Breakdown uf' each working
memt!�,ar)
f) Employed by, length of employment
7) Pge of residents
8) N=ber ox elderl.- - 60 or over,
62 or over
q) Female head of household
10) Handicapped
B. DA`.A SOURCES
in addition to the direct observation surveys
outlined above, and the Orange County Assessors
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YtaY�les, several other ,lata srsu;.ces xa.ill, be t.
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utilized to provide a thorough nd accurate
overall survey and inventory of Huntington '
Beach hovsi.ng conditions and related data. ,t
The information generated will be compared
with the data 3 provided by the city' - Housing
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Ele:tent and Housinq Ass ctance Plan to de-
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termine areas of consistency and inG,)mputibility.
Further investigation will be given to t.ie
latter areas to ascerta.i the source of in--
compatib. lity and to confirm final accurate
° information.
Data souroos. to ze used wall include the
following
a. United States Census Bureau
b. Change County Special 1976 Census
C. SCAG Housing Allocation Model
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d. orange County Ife-alth Depar-mere violation
Reports and 'Caeighborhood .urveys
ew Ifuntington Beach Building Department
Records
f. Hunt:iDiton Beach Departnent of: Education
1) Annual Enrollment Report
g. orange county Recorder's Office
1) Deeds
h. Change County Department of Social Services
1.) Monthly ' armnary Repo, t - using ACG
Din gee coding, .listinU number of
,mil ram...
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persons receiving assistance by
census tract.
2) Application forms for recipients
3) 114onthly report to State Department
of Social Welfare
4) Monthly County Report �
i. Orange County Criminal Justice Council
1) Data Published by the Bureau of. �.
Crime Statistics on crimes committed, a
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reported by city
j. Orange County Housinq Authority
1) Applicant information
2) Participant -information
3) Laz:diord information
k. First American Title Insurance Corporation
1) Residential sales survey
2) Recorded facts
1. Market Profiles
1) Residential trends - a quarterly
audit of existina devalopment- end
proposed developments i.n Orange
County
M. Real. Estate Boards - there are 10 board
di.stri.cts in Orange County
1) Monthly report
n, Residential Research Committee (Western
Economic Research Company, Sherman Oaks)
1) Residential research report outlines
aild organizes factual information on
conditions affecting houss.ng, mortgage
lending, and construction
OWL 2) Vacancy trends
3) unsold inventor' of single-fam. ly
tract domes
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4) on'sold inventory of planned: unit
developments
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5) Market survey of existing single-
family homes
o. Orange Count Fair Hous,i.nq Council
1) Program information - requests for
service "`°
2) Special studies - discrimination in N
home purchases and rentals s. 'c
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P. Orange County Senior Citizens Program office
1.) Demographic information on the elderly
population
2) Housinq information - federal rent 4'
5 subsidy programs, long-term care
facilities
q. California State Employment Development
Department r
1) Labor Market bulletin
2) Area manpower review
3) Major employment opportunities
A) Claimant characteristics
5) Affirmative action information
t) Affirmative action packet
7) INCOM reports employment by
industry for geog,:aphic subdivisions
of the County
8) Manpower indicators for cities in
Orange County - 1970 census data
9) Manpower indicators for census tracts
in Orange County 1970 census data
10) orange County Manpower 3.9 75-1. 30
r. California State Department of
Rehabilitation
1) Client information on disabled
persons
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h 2) DisabUity estimate info.-ma.tion
L3` !�A h.'obl `P';
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fi3.d ?balk iind -ico r.-JIvtr rtt;l 1]rt�tt
fc)r."dard t'3sks. i?[t!` h:ey I':; t.O It.F, ,7 F,1-=T;_Ilx;',i C:rIr!ck"-
li c of 11,3'2S1tt J [tr'it7itt?{Jrt1:I�)d G.1arac telr-
r x>, i r 1 s. These se will
iSt.1C� t';3 Ct1., tI1P. surveyors f)I3SC?Y41�.L.31.y
be preps ired in cl.it.'t ace %.Ili::l #.51
�a t[t.`tl.x4 S;f;af f for tlppr,,va or tI'"YR I, Li" <1�.2.€J:t. SIls`�':;' P4
t:.E:chj-_;,4 es and mat.:^ri lls ,I,;�. .:1 I;t: p tl:t; of t1v �
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prcidLtu t t1,�I i w'€ redx Lo tars city a..:.r i t-s' f ralkla lx a, '111t:
7riS1E7t:i1@?S' Y:�?.� t.o r„'iE�.#St:'k.. 1t7 62iE. -:'✓€` 'a'.1':','•'s'o'.': .. .; �:^":?
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rat az"x:1 r31'x`,I :I 3'tI?ix, t`11I1. i'v' t,.ho*'.o el1't', ;y :k'i(? and,
2,'r"}llvI r oiA io,1".; IP I�t [ r!i E.dt „. !I';" I°•:' ��3[ _ r ..' li F c:",;i' i'. S?
For th--� of
flat l 0):I I1l:..t .«Sq? t`.#. ' !t,4'^. 211(.ILI?lY.s the.
nat:unL --vil P`.r?<: of ?'! .I E'"`_1� ?.I.<t :2+.52t r 3 i;E:° .;"• d,1� and
fsconontiQ '_°iviraufte ,l::;s i v n of t:ho of thfI 4
:15." O}".pense,
kI�J2 E?el't6t ft F°r c,tl IF't , ';' ,. -A on
t$1?'Ou',01 t.1IEc Oitort:s of four per5orls.
The C ty's r rtl'ec' :at 3,rvt �'11I 'Ip-
p1K'.opriC3te social 7c sEx?"4'3t.O 5t.1{f «P'+eIIIber +,,o 3rrange for in-
terior twE?1^1o3f 3JIOF�41ctio a tx homf2ownf-r The social
It,'3.+'.",0 �t4f 1r'tE3'htZ.:'Q�. ' ;t�:f.7I,9.ld bC' a r.C.I�";on- with cle,:A ix �1t:?S tcc
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the community being surveyed. He or she must first t.
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make contact with the families to be surveyed, explain
the nature of the program, an,-' provide assurances that
confidentialities will be protected. This community n
laison person must also assure the residents that no
1--)using code violations will be recorded, in any �
official sense, and that the individual family name
will not ever appear an the survey record_ The third
person involved will he one of the RODIZ40 ASSOCIATES
consultants (probably IL-. Ro�:ino) wit�i experience in
conducting informal int:erv;eu;s with low c:red moderate
i.ncore persons. The fourth person collect ng information
wil.l, be a skilled rehabilitation cep .-ruction expert,
one who has had experience in preparing cast estimates
by trade and itcimixed breakdowns. The checklist in the
Appendix 4o this report will provide a guideline as to
the nature of the information that will be collected can
the scrape and casts of rehabilitation work.
The .fazail.ies to be surveyed must be given ample
notification of the date of the interview and surveys
to be ;Wade. These, obviously, must be made at their
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convenience, but irlxs.t also include --ome daylight hours
in order to allow the rehabilitation surveyer to observe
the exterior of the house in detail. Consideration will
also be given to utilizing a bilingual_ person as an i
assistant in the event that a family is of limited English-
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speaking background. it is the responsibility of the
person interviewing each family to collect accurate
information, whjile at the same time ,waking the family
feel comfortable, with the understanding that any
objectionable questions need not be answered. �<
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The detai.'.cd information collected on individual houses
and individual families will be combined with sidewalk
or windshield survey information of the wl-ol.e target
area and with the information collected through reseaxs_i. �
of the additional data sources outlined above.
The housing survey will then be integrated with the
neighborhood analysis to provide an accurate and com-
prehensive description of needs and resources.
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zxz. rrEzGxsaRxaaa P.NALYs:cs
Concurrent frith the conduct of the hou-Ang surveys
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described in Chapter 11, data will be collected on
neighborhood and community characteristics. Data �
will, be collected describing the physical and social
aspects of each identified problem area, with less 3
detailed information to be collected regarding "fringe"
and "good" neighoorhoods. The neighborhood analysis
will be implemented faith the same systematic organization
outlined :for the housing surveys.
Nc irghborhood and community data to be collected will
include the following:
Ari physical Cha.recteristic:s
1) Zoning
2) Land use
3) Co=kercial areas - thriving or
declining, location
4) Streets, Sidewalks, sewers, lighting
5) Transportation - availability,
location;, and routes
6) Flooding and drainage
7) parks -- condition, use of, amenities,
location
8? I;idustrIaZ areas - ctaturc, size, type
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of employment, location, envioronmental
qualities
9) Traffic - volume, location, type
10) Recreational facilities type, quality,
location �
11) New construction - it, process or planned,
nature, location
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r 12) Rehabilitation or renovation underway
la) General condition of properties
14) General appearance and esthetics of
area
B. Social Characteristics
AWIft
I Social makeup of residents - ethnically,
income levels, axle, family sizw, employ-
ment states, welfare status
2) social services - location and nature of
services
3) Crime rues ,and vandalism
4) Community organizations interests, area
served, composition
5) Child carecenters
6) Drug abuse programs
7) Sene, of �_dentity and community partiri.pz ion
)' Level r of municipal services
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C. Economic Characteristics
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1) Mortgages frequency, arttounts, sources
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2) Market value of resales in area, trends
3) Average rents and range, ror apartments,
condition, size, number of bedrooms VyO
4) Range of costs for new dousing
5) Code violations in area -• type, frequency,
seriousness .
6) `.Pax assessments and tax rates
7) Commitment of municipal funds from HCD
or other revenue sources - amounts, nature ;.
of projects, loca.:ic---
8) Similar data as - 7 above for city as
a whole
9) Similar data as above for County and
r.,cgion {.SCAG 'egion3
Housing survey and neighborhood analysis data will comprise
the input to the strategy development portion of the
project.
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IV. PPOGRAM STRATEGY DEVrLOPMENT
N. RY,,;1ABILITNTION
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Housing Rehabilitation is at best a very difficult
and camplicated task to organize and administer. Ob-
taining cooperation of the owner, determin.4.ng the scope
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of work required, estimating the cost c;f the repairs,
and scheduling rel.airs around people in occup-incy, all
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are very delicate and sensitive tasks requiring specific
training and experience.
The concept of rehabi.litati.on feasibility is the
heart of program �.•ffcctiveness. ?�.,;—ihi.lity encDm-
passes four factors: economic (car financial) , physi�,al,
social (community acceptance) , and administrative.
ItOS3INO ASSOCIATES will facus on the development of a
rehabilitation program that is feasible for all four
^onsilerations.
Within this framework the key link that holds the
"chain" together is economic feasibility. Without it,
a17 of the other factors are meaningless. Therefore,
an economic feasibility analysis will be prepared to
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determine basic program parameters and constraints.
A feasibility analysis basically compares the costs
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of rehabilitation with the ability of the property
owner to pa:~. The greater t .e gap between the two,
the greater must be the efforts to reduce rehabilitation "
E costs that an owner must bear (assuming his income
cannot be raised in the short-run) . Financing schemes
amortize rehab-Lia-tati.on costs over the term of a loan.
Grants eliminate any repayments by the owner. Interest
f,
subsidies lower monthly loan payaterts, while a re•-
duction in the scope of ret;abi l.itaticn words reducca �
the basic cost.
However, a reduction in the scope of work may be con-
strained by housing codes, health codes, and basic
family* needs.
Therefore, what begins as a simple analysis becomes
complex because of the need to close t>-e crap between
what low and moderate income residents can pay, and
what their housing needs cost. A siNpl.e approach is
to only include "bankable" proper ;r owners in a
neighborhood preservation program. While this may be
the most appropriate course of action during the
initial phase of program implementation it avoids
the central problem, which is that the areas in
greatest need of rehabilitation and preservation are
those in which the residents are the least able to
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financially support such efforts.
For a given set of possible program characteristics �.
(financing schemes, subsidies, code restrictions,
income levels of target community, and scope and. �
cost of rehabilitation) a feasibility analysis seeks
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to determine the most sensible combination that fills
the gap between needs and resources. �
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For a rehabilitation effort to achieve success it
mast structure its financial assistance program to
AML fil.' reasonable gaps bet'..'een the cost of rehabilitation
required and the owner/residents abi!At-y to pay. At
the same time it rust establi:>h lending criteria that
will meet the needs of most of the residents of the
intended treatment area. It must also safegaurd
against the number of expected z,,Qfaults due to the
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borrowers poor financial situation and/or excessive
work needed that snakes the debt unnecessarily large
and difficult to repay,
Accordingly, RODINO ASSOCIATES will seek to develop
a flexible rehabilitation program that will reflect
investigations of the following elements
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CITY, OF A ATm T n B FA 0-1
J.J
DEPARTMENT OF PLANNING AND ENVIRONMENTAL RESOURCES
P O. BOX 190,HUNTINGTON BEACH,CALIFORNIA 92648 (7141 5365271
April 5, 1977
Mr. Robert J. Rodino,
Robert J. Rodino Associates
2114 N. Broadway
Y
Santa Ana, California 9 706
r Subjects Community Analysis Project
Dear Mr. Rodinos �
It is my pleasure to confirm to you that your firm has been selected
to conduct the Community Analysis Project funded under the City's
Housing and Community Development Program. The draft contract for
this project is undergoing review by the City Attorney and should be
available for your review on Fric.ay, April 8, 1977. We plan to
submit the contract to the City Administrator on April 11, 1977 for
.Council consideration on April Vi, 1977.
We will be in contact with you to -,irther confirm these dates. In
the meantime, ix you should have any goestions, please feel free to
contact Stephen V. Kohler in this office at 536-5549.
Sincerely,
Edward D. Selich
Director
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1) Private lender rehabilitation loan programs
including;
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a) Security Pacific National Bank
b) Crocker National Bank
c) Bank of America +.
d) United California Bank �
s 2) Deferred payment loans
3) Grants and Rebates k
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4) California Housing Finance Agency programs:
a) :Mortgage Assistance
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b) Rehabilitation Loans
s 5) Federal 312 .Loan Program
6) Section-8 Substantial Rehabilitation
7) dead Foundation
8) Targeted Population
a) Owners
b) Renters
c) Family, Large Family, Elderly
d) Moderate, tow, and very low income residents
In addition the consultants will outline the program
in terns of its phases, since it is probably wisest
to undertake the most easily feasible strategies
first, accumulate a track-record, and then move on
to the more difficult problem areas.
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B. CODE ENFORCEMENT
RODINO ASSOCIATES will analyze the whole issue
of code enforcement: as it applies to the housing
q,
and neighborhood problems identified in the surveys
conducted, and as it relates to the nature of the
rehabilitaticn program developed.
A code enfo.-cement ;policy is aeemed to be the �
vehicle th4t conveys the message to property
owners that their property is in need of repair and
then Leads them to a funding source th�-4 snakes the
upgrading possible. This is known as a. Soft, or
flexible cede enforcement approach cohere the primary
purpose of the inspection is to bring about restoration
of an area by demonstrating to the area residents
that below market interest rate financing is available
to assist them. in their preservation efforts.
4r. Rodino is currently working with Orange County
(through Urban nest Associates) on the development
of a flexible code enforcement approach to the County's
neighborhood preservation problems. The mechanism and
procedures being followed or considered by the County
may have application to Huntington Beach and are
worth outlining briefly,
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In .larch of 1974 the Board of Supervisors of
Orange County passed an ordinance, No. 2742, which �
in sssence adopted the Uniform Building Code and
the Uniform Housing Code, 1973 editions, with certain
exceptions. The Uniform Building and Housing Codes of �
:1973 were adopted for the purpose of prescribing
regulations for the erection, construction, enlarge-
` ment, alteration, repair, improving, removal, con-
version, demolition and 'occupancy of any building or
premise used for human habitation.
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By adopting the Uniform Building Code the County has
given the Director of Buildings and Safety in orange
County the authority to administer and enforce all
standards of habitability. The Building official or
in this case the Director of Buildings and Safety,
has the authority to enter any building whenever he
determines it is necessary to enforce the provisions
of it-he code or, whenever his representative has cause
to believe there exists any condition making a premisis
substandard. (Section H-201 A & B)
Tf any building or a part of it is deemed substandard
they are declared to be a public nuisance and the
nuisance shall be abated by repair, rehabilitation
or demolition. (Section 11-202)
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The code is elaborate on identifing conditions k.
that will classify a dwelling as substandard including:
- inadequate sanitation (water closets, sinks '`
and heating systems;
-- structural hazards;
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- nuisance items;
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hazardous *.airing, plumbing, mechanical
equipment and fire; ]
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unsan.:tary p:e':nises (junk, weeds, debris
and garbage) ;
inadequate maintenance and
improper occupancy
The Uniform *wilding Code, Section 104 details the
guidelines which apply to any alterations, rehabilitation
or repairs made to a dwelling:
a) If such repairs exceed 50% of the value of an
existing building the work performed and the
entire structure shall be made to conform to
the new building's requirements;
b) When the work performed is 25% to 50% of the
value of the house, the new work must comply,
with the new construction requirements but
the entire building need not be brought up to
the new construction standards and
c) Structural additions which do not exceed _25%,
shall comply with the new building's requirement,
however, minor structural additions when approved
by the building official, may be made with the
same materials that the building or the structure
was originally constructed with. The same applies
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for non-structural changes .iot exceeding 25%
of the value of the home.
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Section 104 (C) gives the director the power to be
flexible in e*iforcin�.-, the code in cases of re-
habilitation. '
Sectir-n 203 of the revised code deals with unsafe
buildings. All such buildings are deemed to be public
nuisances and shall be abated by repair, .rehabilitation,
improvemertt, removal or demolition. The County thro-igh
its building official, has the right to examine each
such structure and set , hearing if it is found that
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there are any unsafe conditions.
At the hearing the building official shall determine
whether or not such defects are subject to repair,
rehabilitation or improvement, or whether they are
of such a nature as to require removal or demolition,
and he shall order such repairs or demolition. The
owner, has the right of appeal, and his appeal will
be to the Board of Supervisors of the County who
shall fix a time and place to hold a hearing. with-
in five days of the building official's decision
or, in the case of an appeal, the .Board of Super-
v sors=s decision, the owner shaall commence the
repair or demolition and such work shall be completed
within 90 days from commencement.
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In the event the: owner does not do the repair, ie g
building official has the right to snake the repair
and charge such expensa again--t the owner personally. ,..
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The same is true in the event a demolition order was
not carried out by the owner the building official
can do the demolition and the charge for the expenses
of that demolition will become a lien against the
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property.
{
ROD:INO ASSOCIATES will conduct meetings with officials
from Huntington Beach's Building Department to
review current cede enforcement procedures and to
plan procedures to be used in the cit'y's preserv;ttion
efforts. All plans and recommendations will be
reviewed with Planning Department: staff to determine
p.-)litical sensitivities; and program feasibility.
{ . REDS VEI,OP'v1E NT,/RPC'Y'CLE
Inspite of the city's best efforts at rehabilitation
and flexible cede enforcement there will be areas
in which the housing and neighborhood amenaties
are so deteriorated and dilapidated that only dew
mol,it z�xl, redevelopment and. recycling will. work.
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There are at least three criteria that will be used
to determine which areas fall into this category:
I) Rehabilitation costs are so high in comparison �
to what the owners/residents can afford to pay ;.
that no financing program is feasible.
2) The estimated physical and economic life of
a the houses after reha; l.itation will be so
short that it is unlikely that they wrill. .Last
for the '.erm of an affordable financing plan.
3) The overall neighborhood qualities are so
negative that investments in the area will be r>
lost, and will serve only to perpetuate the
substandard conditions in which the residents
live.
If any one or mc.re5 of these conditions are fulfilled
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for a given. area (individual site, block, or neighbor-
hood) , then the area will be considered a candidate
for redevelopment/recycling.
Problems, of course, do not stop with this conclusion.
major problem with relocating the residents may
exist which may effectivc:.ly thwart attempts to re-
develop an area. Proper steps will be taken by the
consultants to inve- tigate sources of emergency
or relocation housing.
Los Angeles County hav been successful with a
"move-on" hexzsing project for relt sated families,
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and this is one approach that will. be investigated
by the consultants. Essentially, older but sound
houses are removed from sites cleared for new, con-
structioa and are transported to sites designated
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f-).r low and moderate income persons, for an average '
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cost of under $30,000. The cities of Fullerton and
Santa Ana are considering a similar approach, and
the County may consider developing a central in--
formation bank for available move-on housing.
m
in addlti:an as new housing is built in the city
for senior citizens and low or Moderate income
families, these dwellings plus those vacated will
provide a source of housing for ,persons requiring re--
location.
For areas requiring redevelopment/recycling the
consultants will review with SCAG the poss=.bilities
of obtaining Section-8 new construction subsidies,
as well as considering the development of conventional
market rate housing units.
D. AODITIONAL pRDGRP414 DEVELOPMENT 1ASKS
In addition to the prngram strategies discussed
in sections A, B, and C, RODINO ASSOCIATES believes
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the Community Analysis Project should include the §
following tasks:
1) Review of HAP Toals and policy recommendations
in light of the study findings, and recommendations
for possible modifications including; r
a) targeted populations, , _
' b) targeted communities, and k
c) program focus.
2) Development of a plan for obtaining and using
4 state and federally sponsored housing programs si
for neighborhood improvement, including HUG
innovative and discretionary grants, and economic
development funds.
3) Review and recommendations for use of private
lender rehabilitation loan programs, and the
creation and sale of lands as a means for in-
creasing financial resources.
4) pevelo;-,men'; of techni!Iues for encouraging
i.rivat. (non-subsidized) rehabilitation and,
pr( perty mainten--nee improvement throughout
the city.
5) Preparation of recommendations for using
rehabilitation loans and code enforcement
to effect an upgrading of th, commercial
center surrounding the Bald downtotirn area
around the intersection of Fain and the
Pacific Coast Highway.
b. Review of zoning policies and decisions with.
Huntington Beach zoning staff to determine
ways of utilizing zoning techniques to en-
courage revitalization of older areas, and
to avoid possib.:=r zoning policies that might
discourage revitalization.
7. Review cf possible use of Home Maintenance
and Repair Training programs for low and
moderate income homeowners, as a technique
to stemAing further deterioration of older
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housing. The City of Santa Ana is currently �S
considering such a program. w`
8'• Investigation of the possible ase of a property
maintenance code for use in discourag-ag de-
terioration at its earliest st:ages. "The city of
Inglewood undertook a similar 3ffort with. success.
a �
9) Review of possible integration of employment train-
ing, and economic development programs for low
and moderate income residents, as part of an over-
all community development effort. Pasadena is
actively pursuing this course of action.
10) Development of recommendations for
p. public works
improvements in targeted neighborhoods.
11) Review witn grange County Tax Assessor's of=`ice
of assessment policies' and
p procedures to determine
ways of removing poss.`,ble penaltit>.s to re-
habilitation, and to develop possible incentives
for revitalization.
12) Development of recommendations for integrating
crime-reduction and social services programs
with housing and neighborhood presr_:rvat:i,on efforts.
13) Review with the Orange County Environmental
Management Agency of possibl.(,,, ways to provide
the city with centralized services for neigh-
borhood preservation efforts (such as centralized
processing of Section-8 substantial Rehabilitation
applications) .
14) Preparation of recommend at:ions for community
participation during program development and
implementation, using the Huntington Beach
Community opinion Survey as a point of departure.
15) Develo ment of a program implementation plan
outtli w, to indicatee roles of various agencies
of t A. Huntington Beach government and comr..unity,
staffing or staff training needs, and key task
scheduling..
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V, BUDGET AND MANAGEMENT PLAN y'
A_ SCHEDULE a
It is anticipated that the project will begin on
April 19, 1977 and be completed by August 4, 1977.
Target dates for major task completion are as fy
follows:
lE
Task 1. Housing and Neigiborhood Sarvey for
"Excellent" and "Good" Neighborhoods
One Week
Task 2. Housing and Neightorhood Survey for
"Fringe" Neighborhoods
Two Weeks
Task 3. Housing and Neighborhood Survey for
"Deteriorating" Neighborhoods
Five and one-half Weeks
Task 4. Development of Program Strategies -
Preliminary Report
Two and one-half Weeks
Task 5. Development of Program Strategies -
Fi.nal Report
Four Creeks
B. BUDGET
LABOR
Principal Analyst - Robert J. Rodino $11,000
Rehabilitation Construction Analyst 3 ,500
Secretary` 2,250
Total Labor $14,750.00
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OVERHEAD
Vol
Fringe Benefits, Office
Expenses, etc. $ 2,225 °
TOTAL PROJECT COST $16,975
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Suggested Payment Scheduler
Tasks 1 & 2 - 3 weeks 3,395
Task 3 - 5 1/2 weeks - 6,224.16
t.
Task 4 -- 2 1/2 weeks - 2,829.17
Task 5 - 4 weeks - 4,526.67
TOTAL $15, 975.00
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Y"
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CITY OF HWITHIGTOrl BEA ( H
J DEPARTMENT AND ENVIRONMENTAL RESOURCES g
Ay �.
TO: Honorable Mayor and City Councila ,
FROM: Edward D. Sel.ich, Planning Director
DATE: April 11, 1977
ATTN: Floyd G. Belsito, City Administrator r�
SUBJECT: CONSULTANT CONTRACT, HOUSING AND COMMUNITY DEVELOPMENT- PROGRAM
Part of the Ci#y's First Year dousing and Community Development Program is a '
Community Analysis Project. This project is intended to survey housing con- ,
ditions and neighborhood needs throughout s:he City and formulate strategy to
meet those needs. This project requires a large amount of field work to corn- i
plete the citywide survey and specialized knowledge of rehabilitation. For
these reasons, and because it is unlikely that sufficient staff time will be
available to undertake this project, consultant assistance has been sought.
On February 25, 1977, a Request for Proposal was sent to seven planning con-
sultant firms experienced in housing and rehabilitation studies. On March
10, 1977, five of the firms presented proposals to the Planning Department.
Upon examination, it was revealed that the proposal :submitted by the firm of b
Robert J. Rodino, Associates of Santa Ana most closely fit the requirements
of the Request for Proposal.
Rodino Associates proposes to conduct a cityw-de survey of housing conditions,
a detailed inspection of housing and a survey of public service needs in
identified problem areas and to recommend city actions that will address the
neighborhood needs thus identified. This information will assist the Plan-
ning Department in implementing the Third. Year HCD Projects already approved
by the Council and assist in planning the Fourth Year grant application. The
Rodino firm can complete this study in approximately 3-1/2 months and the cost
will be $16,975 and this is within the amount budgeted for this project under
the Htusing and Community Development Program. The proposed contract between
the City and Robert J. Rodino Associates is attached.
RECOMMENDATION:
The Planning Department respectfully request; that the City Council designate
Robert J. Rodino Associates of Santa Ana as the contractor to conduct the Com-
munity Analysis Project and order the Cit : Clerk to execute the attached
contract.
Respectfully submitted,
Edward D. Selich
Dreotoz
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Attachment � �.