HomeMy WebLinkAboutCenter for Demographic Research, California State University, Fullerton - 2000-08-21.j, Im CITY OF HUNTINGTON BEACH
-0- Ij 2000 MAIN STREET CALIFORNIA 92648
OFFICE OF THE CITY CLERK
CONNIE BROCKWAY
CRY CLERK
LETTER OF TRAl\SivIiTTAi. OF ITEM APPROirED BY THE CITY COUNT CIL1
REDEJ LOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
DATE: Mach_ 27, 2001
TO: California State University, Fullerton ATTENTION: Ms. Linda May, Director
Name
2600 East Nutwood Ave., Suite 120 DEPARTMENT: Foundation
Street
Fullerton] CA 92831REGARDING: Prof. Serv. Contract
City, state, zip re t Mabilehame Market Study
See Attached Action Agenda Item E-12 Date of Approval 3-19-01
Enclosed For Your Records Is An Executed Copy Of The Above Referenced Agenda Item.
a"r
Remarks:
A Copy has been sent to:
Dr. William F. Gayk, Director
Connie Brockway Center for Demographic Research
City CIerk 2600 E. Nutwood Ave., 7th Floor
Fullerton, CA 92834
Attachments:
Action Agenda Page_ Agreement xT
Bonds
Insurance_
RCA
Deed
Other
CC: D. Biggs
Econ. Dev.
x
x
x
Name
Department
RCA
Agreement
insurance
Other
S. Holtz Econ. Dev.
x
x
x
Name
Department
RCA
Agreement
Insurance
Other
Name
Department
RCA
Agreement
Insurance
Othe:
Name
Department
RCA
Agreement
Insurance
OtFcr
G._ Mend
Zd - x
x
x _
Risk Management Dept.
Insurance
(Telephone: 714.53E-5227 }
Council/Agency Meeting Held:
Deferred/Continued to:
A proved ❑ Conditionally Approved ElDenied
,t BOW
5 it ler ' Signature
}}
Council Meeting Date: 3/19I01 J
Department ID Number: ED 01-09
CITY OF HUNTINGTON BEACH
REQUEST FOR COUNCIL ACTION
SUBMITTED TO: HONORABLE MAYOR AND CITY COUNCIL MEMBERS
SUBMITTED BY: RAY SILVER, City Administrator&oP c -.
PREPARED BY: DAVID C. BIGGS, Director of Economic Development _
SUBJECT: Approval of Expanded Scope of Mobile Home Market Study_ and ;"
Appropriation of Funds to Pay for Expanded Scope �==;
Statement of Issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status; Attachments)
Statement of Issue: On August 21, 2000, the City Council approved a contract with the
Center for Demographic Research to conduct a market study of mobile home parks in
Huntington Beach. The purpose of this study would be to inform the Council of whether or
not a rent stabilization ordinance is needed. Upon approval of the City's contract with the
Center for Demographic Research, Council directed staff to obtain a proposal from the
consultant to expand the scope of the study to include mobile home parks throughout Orange
County. This proposal has been received, and the City's contract for the market study has
been revised to incorporate the additional work. At this time, staff requests approval of the
attached revised professional services contract with the Center for Demographic Research.
Council is requested to authorize the Mayor and City Clerk to execute the contract. In
addition, Council is requested to appropriate $6,250 from the General Fund to pay for the
expanded scope of the mobile home market study.
Fundn�Source: $6,250 from the Unappropriated General Fund Balance
Recommended Action: Motion to:
1. Authorize the Mayor and City Clerk to execute the attached revised professional
services contract with the Center for Demographic Research.
2. Appropriate $6,250 from the City's General Fund to pay for the expanded scope.
Alternative Actions : Do not expand the scope of the mobile home market study.
Analysis: On August 21, 2000, Council approved the selection of the Center for
Demographic Research, a nonprofit research foundation at the California State University,
Fullerton as a consultant to conduct a market study of mobile home parks in Huntington
REQUEST FOR COUNCIL ACTION
MEETING DATE: 3/19/01 DEPARTMENT ID NUMBER: ED 01-09
Beach. Along with its approval of the the Center for Demographic Research, Council
directed staff to obtain a proposal from the consultant to expand the scope of the study to
include mobile home parks throughout Orange County. Such a proposal has been received
and has been incorporated by the City Attorney into the attached revised contract. The
consultant's initial proposal to conduct the market study along with the consultant's proposal
for the study's expanded scope are incorporated into the revised contract as Exhibit A.
The consultant proposes to survey all mobile home parks in Orange County, approximately
210 parks with 31,803 residents. Because of the enormity of this task, the methodology
proposed for parks outside of Huntington Beach will include only a portion of the scope as is
currently underway within the City. Whereas, under the current scope of work, Huntington
Beach mobile home park residents and owners are being surveyed, for mobile home parks
outside of the City, the consultant proposes to survey only park owners. The information
gathered will be the same as that collected from Huntington Beach mobile home park
owners, and will consist of the following subjects:
■ Total number of spaces/pads within each park (including the number that are currently
occupied or available for lease)
■ Range of space/pad rental amounts
■ Rent increases since 1990 (breaking down the number of increases and the amount of
each increase)
■ Amenities at each park
■ Number of long-term leases (over one year)
■ Number of foreclosures since 1990
■ Number of mobile homes sold since 1990
■ Number of mobile homes sold in lieu of foreclosure since 1990
■ Known rental assistance programs that are available to residents
■ Assistance programs actually used at each park by residents
■ Amount of space/pad rent that covers utilities
For mobile home parks outside of Huntington Beach, the expanded study will be segmented
into two parts. The first will include an interview of 25 randomly selected park owners or
managers. The second part of the expanded study will include a survey by mail or by phone
of the remaining mobile home parks.
The original Council appropriation for the study was $27,500, the amount of the Center for
Demographic Research's initial proposal. Should Council approve the revised contract,
thereby expanding the scope of the market study to include mobile home parks throughout
Orange County, an additional $6,250 must be appropriated for the study. The total cost of
the market study would be $33,750.
At this time, staff requests approval of the attached revised professional services contract
with the Center for Demographic Research. Council is requested to authorize the Mayor and
City Clerk to execute the contract. In addition, Council is requested to appropriate $6,250
from the General Fund to pay for the expanded scope of the mobile home market study.
RCA for CSUF Expanded Scope -2- 318101 11:03 AM
REQUEST FOR COUNCIL ACTION
MEETING DATE: 3/19/01 DEPARTMENT ID NUMBER: ED 01-09
COUNCIL POLICY REGARDING REQUESTS FOR AN APPROPRIATION OF FUNDS:
As adopted by the City Council in March 1998, all requests for appropriation of funds must
meet one of the following criteria: 1) the request is for an unanticipated emergency, 2) the
request is required to meet labor negotiations, or 3) the request will be offset by related new
revenues.
The new appropriation being requested is for an unanticipated emergency and is requested
at the direction of the Council.
Environmental Status. NIA
Attachment(s):
1. Revised Professional Services Contract with the Center for
Demographic Research
2. Copy of August 21, 2000 RCA
3. Fiscal Impact Statement
RCA Author: HOLTZ (6901)
RCA for CSUF Exp4nded Scope -3- 316/01 4:11 PM
Revised Professional Services Contract Between
the City of Huntington Beach and
California State University, Fullerton Foundation
for a Mobile Home Market Study
ir,N-
ATTAC`H!; i ,
REVISED AND RESTATED
PROFESSIONAL SERVICES CONTRACT
BETWEEN THE CITY OF HUNTINGTON BEACH
AND CALIFORNIA STATE UNIVERSITY,
FULLERTON FOUNDATION
MOBILEHOME MARKET STUDY
EFFECTIVE March 19, 2001
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REVISED AND RESTATED
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF H[NTINGTON BEACH
AND
CALIFORNIA STATE UNIVERSITY, FULLERTON FOUNDATION
FOR A MOBILEHOME MARKET STUDY
Table of Contents
Scopeof Services.....................................................................................................I
CityStaff Assistance................................................................................................2
Time of Performance...............................................................................................2
Compensation.......................................................
Priorities..................................................................................................................3
ExtraWork...............................................................................................................3
Methodof Payment..................................................................................................3
Disposition of Plans, Estimates and Other Documents...........................................5
HoldHarmless .................... .....................................................................................5
Workers' Compensation Insurance..........................................................................6
General Liability Insurance......................................................................................7
Professional Liability Insurance..............................................................................7
Certificates of Insurance..........................................................................................8
Independent Contractor............................................................................................9
Termination of Agreement.......................................................................................9
Assignment and Subcontracting...............................................................................9
Copyrights/Patents ...................................................................................................10
City Employees and Officials..................................................................................10
Notices.....................................................................................................................10
Modification.............................................................................................................
I I
Captions...................................................................................................................I
I
SectionHeadings.....................................................................................................I
I
Interpretation of this Agreement..............................................................................I
1
DuplicateOriginal....................................................................................................12
Immigration..............................................................................................................12
Legal Sen-ices Subcontracting Prohibited...............................................................12
Attorney's Fees.........................................................................................................12
Use of Materials In Scientific Or Academic Publications.......................................13
Original Agreement Superseded...........................................................13
Entirety.....................................................................................................................14
REVISED AND RESTATED
PROFESSIONAL SERVICES CONTRACT BETWEEN
THE CITY OF HUNTINGTON BEACH
AND
CALIFORNIA STATE UNIVERSITY, FULLERTON FOUNDATION
FOR A MOBILEHOME MARKET STUDY
THIS Agreement is made and entered into this 19th day of
March
2001,
by and between the City of Huntington Beach, a municipal corporation of the State of California,
hereinafter referred to as "CITY," and California State University, Fullerton Foundation, a
California nonprofit corporation, hereinafter referred to as "CONSULTANT."
WHEREAS, CITY desires to engage the services of a consultant to conduct a mobilehome
market study; and
Pursuant to documentation on file in the office of the City Clerk, the provisions of
the Huntington Beach Municipal Code, Chapter 3.03, relating to procurement of professional
service contracts have been complied with; and
CONSULTANT has been selected to perform said services; and
On August 21, 2000, the City Council approved an Agreement (the "Original Agreement")
between CITY and CONSULTANT, and requested that the scope of work in said Agreement be
revised to include surveys of mobilehome parks throughout Orange County; and
CITY and CONSULTANT wish to revise and restate the Original Agreement to provide for
the additional tasks to be performed by CONSULTANT and the additional compensation to be paid
to CONSULTANT by CITY,
NOW, THEREFORE, -it is agreed by CITY and CONSULTANT as follows:
SCOPE OF SERVICES
CONSULTANT shall provide all services as described in the CITY'S Request for
Proposals ("RFP'), and CONSULTANT's original and supplemental Proposals (hereinafter
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collectively referred to as Exhibit "A"), which are attached hereto and incorporated into this
Agreement by this reference. These services shall sometimes hereinafter be referred to as the
"PROJECT."
CONSULTANT hereby designates William F. Gayk, Ph.D., as its technical and
programmatic representative in all consultations with CITY during the performance of this
Agreement. CONSULTANT hereby designates Ms. Linda May, Director of Sponsored Programs,
as its representative for administrative, financial, and contractual 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.
3. TIME OF PERFORMANCE
Time is of the essence of this Agreement. The services of 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 six months from the date of this Agreement. These
times may be extended with the written permission of 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 CITY and CONSULTANT.
4. COMPENSATION
In consideration of the performance of the services described herein, CITY agrees to
pay CONSULTANT, at the rates specified in Exhibit "A" a fee not to exceed Thirty-three
Thousand Seven Hundred Fifty Dollars (S33,750.00).
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5. PRIORITIES
In the event there are any conflicts or inconsistencies between this Agreement, the
CITY's RFP, or the CONSULTANT's Proposal, the following order of precedence shall govern:
(1) Agreement, (2) the CONSULTANT's Proposal, and (3) the CITY's RFP.
b. 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 only 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.
7. METHOD OF PAYMENT
A. CONSULTANT shall be entitled to progress payments toward the 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 memorandum, letter, report,
calculation and other documentation prepared by CONSULTANT shall be submitted to 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.
C. CONSULTANT shall submit to 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;
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4) Include a certification by a principal member of CONSULTANT's
firm that the work has been perfon-ned 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 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 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.
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8.. 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, memoranda, letters 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 the PROJECT or as it otherwise sees fit. Title
to said materials shall pass to 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.
9. HOLD HARMLESS
CONSULTANT shall protect, defend, indemnify and save hold harmless CITY, its
officers, officials, employees, and agents from and against any and all liability, loss, damage,
expenses, costs (including without limitation, costs and fees of litigation of every nature) arising out
of or in connection with CONSULTANT's performance of this Agreement or its failure to comply
with any of its obligations contained in this Agreement by CONSULTANT, its officers, agents or
employees except such toss or damage which was caused by the sole negligence or willful
misconduct of CITY. CITY shall be reimbursed by CONSULTANT for all costs and attorney's fees
incurred by CITY in enforcing this obligation.
CITY shall protect, defend, indemnify, and save hold harmless CONSULTANT, its
officers, officials, employees, and agents from and against any and all liability, loss, damage,
expenses, costs (including without limitation, costs and fees of litigation of every nature) arising out
of or in connection with CITY's performance of this Agreement, or its failure to comply with any of
its obligations contained in this Agreement by CITY, its officers, agents, or employees except such
loss or damage which was caused by the sole negligence or willful misconduct of CONSULTANT.
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CONSULTANT shall be reimbursed by CITY for all costs and attorneys' fees incurred by
CONSULTANT in enforcing this obligation.
In the event that both parties are found liable for a claim or loss, they shall accept a
pro rata division of responsibility as determined by a court of proper jurisdiction.
10. WORKERS' COMPENSATION INSURANCE
Pursuant to California Labor Carle Section 1861, CONSULTANT acknowledges
awareness of Section 3700 et seq. of said Code, which requires every employer to be insured
against liability for workers' compensation; CONSULTANT covenants that it will comply with
such provisions prior to commencing performance of the work hereunder; and shall indemnify,
defend and hold harmless CITY from and against all claims, demands, payments, suit, actions,
proceedings, and judgments of every nature and description, including attorney's fees and costs
presented,'. brought or recovered against the 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 maintain workers' compensation insurance in an amount of
not less than One Hundred Thousand Dollars (S 100,000) bodily injury by accident, each
occurrence, One Hundred Thousand Dollars (SI00,000) bodily injury by disease, each employee,
Two Hundred Fifty Thousand Dollars ($250,000) bodily injury by disease, policy limit.
CONSULTANT shall require all subcontractors to provide such workers'
compensation insurance for all of the subcontractors' employees. CONSULTANT shall furnish to
CITY a certificate of waiver of subrogation under the terms of the workers' compensation insurance
and CONSULTANT shall similarly require all subcontractors to waive subrogation.
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11. GENERAL LIABILITY INSURANCE
In addition to the workers' compensation insurance and CONSULTANT's covenant
to indemnify CITY, CONSULTANT shall obtain and furnish to CITY, a policy of general public
liability insurance, including motor vehicle coverage covering the PROJECT. The policy shall
indemnify CONSULTANT, its officers, agents and employees, while acting within the scope of
their duties, against any and all claims 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 for this PROJECT.
The policy shall name CITY, its agents, its officers, employees and volunteers 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
pnmary.
Under no circumstances shall the above -mentioned insurance contain a self -insured
retention, or a "deductible" or any other similar form of limitation on the required coverage.
12. PROFESSIONAL LIABILITY INSURANCE
CONSULTANT shall furnish 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 51,000,000 per occurrence and in the aggregate. A
claims -made policy shall be acceptable if the policy further provides that:
A. The policy retroactive date coincides with or precedes the initiation of the
scope of work (including subsequent policies purchased as renewals or
replacements).
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B. CONSULTANT will make every effort to maintain similar insurance during
the required extended period of coverage following project completion,
including the requirement of adding all additional insureds.
C. If insurance is terminated for any reason, CONSULTANT agrees to purchase
an extended reporting provision of at least two (2) years to report claims
arising from work performed in connection with this Agreement.
D. The reporting of circumstances or incidents that might give rise to future
claims.
13. CERTIFICATES OF INSURANCE
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; the certificates shall:
A. provide the name and policy number of each carrier and policy;
B. shall state that the policy is currently in force; and
C. shall promise that such policies shall not be suspended, voided or canceled by
either party, reduced in coverage or in limits except after thirty (30) days'
prior written notice; however, ten (10) days' prior written notice in the event
of cancellation for nonpayment of premium.
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
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policies of insurance. CONSULTANT shall pay, in a prompt and timely manner, the premiums on
all insurance hereinabove required.
14. INDEPENDENT CONTRACTOR
CONSULTANT is, and shall be, acting at all times in the performance of this
Agreement as an independent contractor herein and not as an employee of the CITY.
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.
15. 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. In the
event of termination, all finished and unfinished documents, exhibits, report, and evidence shall, at
the option of the CITY, become its property and shall be delivered to it by CONSULTANT.
CONSULTANT may terminate this Agreement upon thirty (30) days written notice to
CITY. In the event of any termination of this Agreement prior to the completion of the work
described herein, CITY shall be liable to CONSULTANT for the progress payments already
invoiced by CONSULTANT as described in this Agreement.
16. 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 express written
consent of CITY.
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17. COPY RIGHTSIPATENTS
CITY shall own all rights to any patent or copyright on any work, item or material
produced as a result of this Agreement.
18. 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
1.11
Governinent Code.
19. 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 Economic Development 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:
TO CITY:
Director of Economic Development
City of Huntington Beach
2000 Main Street
Huntington Beach, CA 92648
TO CONSULTANT:
Ms. Linda May
Director of Sponsored Programs
California State University,
Fullerton'Foundation
2600 East Nutwood Avenue, Suite 120
Fullerton, CA 92831
with a copy to:
Dr. William F. Gayk, Director
Center for Demographic Research
2600 E. Nutwood Avenue, T Floor
Fullerton, CA 92834
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20. MODIFICATION
No waiver or modification of any language in this Agreement shall be valid unless in
writing and duly executed by both parties.
21. CAPTIONS
Captions of the sections of this Agreement are for convenience and reference only,
and the words contained therein shall in no way be held to explain, modify, amplify or aid in the
interpretation, construction or meaning of the provisions of this Agreement
22. SECTION HEADINGS.
The titles, captions, section, paragraph, subject headings and descriptive phrases at
the beginning of the various sections in this Agreement are merely descriptive and are included
solely for convenience of reference only and are not representative of masers included or excluded
from such provisions, and do not interpret, define, limit or describe, or construe the intent of the
parties or affect the construction or interpretation of any provision of this Agreement.
23. INTERPRETATION OF THIS AGREEMENT
The language of all parts of this Agreement shall in all cases be construed as a
whole, according to its fair meaning, and not strictly for or against any of the parties. If any
provision of this Agreement is held by an arbitrator or court of competent jurisdiction to be
unenforceable, void, illegal or invalid, such holding shall not affect the remaining covenants and
provisions of this Agreement. No covenant or provision shall be deemed dependent upon any other
unless so expressly provided here. As used in this Agreement, the masculine or neuter gender and
singular or plural number shall be deemed to include the other whenever the context so indicates or
requires. Nothing contained herein shall be construed so as to require the commission of any act
contrary to law, and wherever there is any conflict between any provision contained herein and any
present or future statute, law, ordinance or regulation contrary to which the parties have no right to
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contract, then the latter shall prevail, and the provision of this Agreement which is hereby affected
shall be curtailed and limited only to the extent necessary to bring it within the requirements of the
law.
24. DUPLICATE ORIGINAL
The original of this Agreement and one or more copies hereto have been prepared
and signed in counterparts as duplicate originals, each of which so executed shall, irrespective of the
date of its execution and delivery, be deemed an original. Each of the parties hereto shall retain an
originally signed copy hereof. Each duplicate original shall be deemed an original instrument as
against any party who has signed it.
25. IMMIGRATION
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 Stares Carle regarding employment verification.
26. 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.
27. 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.
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28. USE OF MATERIALS IN SCIENTIFIC OR ACADEMIC PUBLICATIONS
As a public university dedicated to the development and dissemination of
knowledge, CONSULTANT reserves the right to publish scientific and academic articles or
presentations on the methods and conclusions of the work performed under this Agreement, subject
to prior review by CITY. CONSULTANT shall present a draft of any such presentation or
publication to CITY no less than thirty days prior to the intended date of submission for publication.
CITY shall have the right to exclude any material that would violate the confidentiality or reveal the
identity of individual research subjects or that would violate the copyright of CITY in materials
prepared for it under this Agreement. CITY may offer comments and suggestions to
CONSULTANT, which CONSULTANT shall take into consideration. The terms of Section 17 of
this Agreement shall not apply to publications or presentations prepared by CONSULTANT for
academic or scientific'audiences and presented to CITY for review. CONSULTANT's obligation
to submit such materials to CITY for review shall continue for two years beyond any termination of
this Agreement.
29. ORIGINAL AGREEMENT SUPERSEDED
The Original Agreement between the parties, approved by the City Council on
August 21, 2000, is hereby superseded by this Revised and Restated Agreement.
Balance of page intentionally left blank
Page 13 of lit
4-s4-2001 Agree. FLd1e:mn Foundation
RLS 00.773
Rev_ 2-27-01
30. ENTIRETY
The Agreement contains the entire agreement between the parties respecting the
subject matter of this Agreement and supercedes all prior understanding and agreements whether
oral or in writing. 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 written.
CONSULTANT
CALIFORNIA STATE UNIVERSITY,
FULLERTON FOUNDATION, a
California nonprofit corporation
By:
W olann M. IIckereW 3/6101
Execu**@ D+sator
ITS: (circle one) Chairman?PresidentIVice President
1:W►f1.I
CITY OF HUNTINGTON BEACH, a
municipal corporation of the State of California
ol rm 14 ad*t,
Ma r .
ATT
^�TCity Clerk 03- 27�d1
By. APPROVED AS TO FORM:
JbAn►t �;r�.�I.►J cl l f%r/ter F'�2 /
print name b
ITS: (circle one) Secretary;Chief Financial OfficedAss Cit Attorney
y
Secretary — Treasurer
REVIEWED AND APPROVED:
City Administ for
41s:4-2001 Agree: Fullerton Foundation
R1_S 00-773
Rev. 2-27-01
INITIATED AND APPROVED:
Ad- � - /Ze
Director of Econo is Development
Page 14 of 14
Exhibit A
The City of Huntington Beach is seeking proposals from interested consulting companies to
conduct a market study of mobile home parks in the City. This study will encompass factors
associated with the cost of mobile home housing. The City intends for the study to involve a
direct survey of either all or a portion of mobile home residents in Huntington Beach. The
results of this study will be used by the City of Huntington Bea-ch to assess the need for
`mobile home park rent control.
For the past seven years, residents from the City's 18 mobile home parks have appealed to
the City Council for this type of a study. As a result of these requests, the City Council
established an advisory board in 1994 consisting of park owners, park residents, and
unassociated Huntington Beach residents and gave responsibility to the board of studying the
rent control issue and reporting back to the Council with a recommendation, The Mobile
Home Advisory Board (MHAB) has not meet for the past six months, thereby heightening
demands from mobile home park residents for City Council intervention. This RFP was
authorized by the Council in response to these requests.
The City of Huntington Beach is soliciting proposals from experienced housing/real estate
consultants to conduct a study and analyze the information obtained from a survey. The
consultant's findings will be used to deliberate the issue of mobile home rent control and to
justify the findings necessary to establish a rent control ordinance.
The City Council agreed to include the following Scope of Work into this RFP. It is intended
that applicant consultants will consider each component individually in their project proposals,
specifically for the purpose of determining fees. Upon selection of a firm, the City Council
may elect to include all or a portion of the scope of work.
1. Obtain the vacancy rate (pads and unoccupied units) of mobile home parks
throughout Huntington Beach and by park
2. Determine how many homes have been on the market for three months or longer
3. Obtain the rental rates of mobile home parks within Huntington Beach and what
amenities are included in the rental rates (including utilities, facilities, location,
density, etc.)
4. Document the history of rent increase of mobile home parks for the entire City and
by park since 1990; compare the findings to the Consumer Price Index (CPI)
increases over the same period
5. Determine the "total housing cost" for mobile homes throughout the City and by
park, showing the dollar amount with and without'mortgage payments (determine
the average for each mobile home park); total housing costs are defined as the pad
rental, mortgage payments, water and sewer fees, electricity fees, gas fees, and
any other fees that may be charged by a mobile home park owner
6. Conduct a census of the age and income of the residents of all mobile home parks
throughout the City and by park
7. Document all assistance programs available to mobile home residents for rent and
utilities and the number (and percentage) of mobile home owners that are using
these programs in Huntington Beach
8. Document the number of mobile homes foreclosed, sold (including sales prices),
IN abandoned, sold in lieu of foreclosure, or rented since 1990 throughout the City
and by mobile home park; compare the findings to single family home foreclosures
using the same criteria
9. Document the number and percentage of long term leases (over one year) by
mobile home park
10. Determine the number of mobile home residents by park whose Huntington Beach
mobile home is not their primary residence
Huntington Beach is more than the coastal jewel of Southern California. The City is a great
place in which to live, work, and play. Incorporated in 1909, with a population of 915,
Huntington Beach remained a sleepy seaside town until the oil boom in the 1920's.
Discovery of an oil field in Bolsa Chica brought this industry to the forefront of the local
economy for decades.
During the 1960's, Huntington $each became identified as Surf City when the popular Jan
and Dan song "Surf City" climbed the musical charts, bringing the fantasy of the beach life-
style to national attention. Today, with the City hosting the International Surfing Museum,
professional surfing contests, and some of the best year-round recreational surfing, it
continues to hold the title of Surf City, U.S.A.
While the City is famous for its beautiful, wide beaches and the longest concrete municipal
pier in the United States, the beauty of Huntington Beach is not limited to its beaches. It also
has several fine expansive parks, equestrian trails, and recreational facilities. A variety of
cultural opportunities exist within Huntington Beach, including the Art Center and the School
District's School of Performing Arts.
Boasting the nation's second largest children's library and designated bike routes on 75% of
the major City streets, Huntington Beach was recently ranked as the top city for children in
Southern California. The City has other noteworthy accomplishments such as ranking among
the safest in the nation with populations over 100,000, it has one of the lowest unemployment
rates, and has been honored as the State's best big city in which to do business.
The City has grown quite a bit since its beginnings in 1909. Yet today, with a population
approaching 200,000, and a growing commercial and industrial base, Huntington Beach still
maintains itself as a great city in which to live, work, and play.
Estimated
Park Name
Address
Spaces
1
Rancho Del Rey Mobile Home Park
16222 Monterey Lane
154
.,2
Skandia Mobile Home Park
16444 Bolsa^Chica Street
167
3
Huntington Harbor Mobile Home Park
16400 Saybrook Lane
130
4
Sea Breeze Park
5200 Heil Avenue
65
5
Sea Aira Mobile Home Park
6241-6301 Warner Avenue
224
6
Beachview Mobile Home Park
17261 Gothard Street
81
7
Villa Huntington Mobile Home Park
7850 Slater Avenue
124
8
Ocean View Estates
7051 Ellis Avenue
18
9
Los Amigos Mobile Home Park
18601 Newland Street
145
10
Brookfield Manor
9850 Garfield Avenue
137
11
Del Mar Mobile Homes
19251 Brookhurst Street
14
12
Mariners Pointe
19350 Ward Street
98
13
Rancho Huntington Mobile Home Park
19361 Brookhurst Street
193
14
Huntington Shorecliff
20701 Beach Boulevard
193
15
Pacific Trailer Park
80 Huntington Street
260
16
Cabrillo Management Group
21752 Pacific Coast Highway
45
17
Huntington by the Sea
21851 Newland Street
447
18
Huntington Mobile Estates
7652 Garfield Avenue
105
Total 2,839
Please refer to the attached maps for mobile home park locations.
Each prospective consultant shall submit three (3) copies of all the following requested
information. Additional information may be requested upon review of submittals.
Consultant Information
Identification of the Consultant entity with whom the City would contract for services
Address and ZIP Code
Phone and FAX Numbers
Consultant Team
Identify the role of each team member in the implementation of the proposal, and describe
the organizational and functional relationships between the team members. Identify and
describe the role of key individuals in the consultant team (i.e., project manager, surveyor(s),
and others) who would be involved in the implementation, including their relevant experience.
Include the current hourly rates for each personnel classification in your firm denoting those
who will be involved in the proposed project. Also identify the party who will be responsible
and has the authority to make decisions for the consultant team.
Experience
Please provide. a summary of the Consultant's previous relevant experience for projects of
this type, preferably including housing/real estate studies. Describe at a minimum three
similar projects including the date, population size, sample size, sampling methodology,
survey questions, survey results, and survey analysis. Include information regarding
experience administering surveys for public agencies.
References
Provide business references, including city references. For each reference, list the name of a
specific contact person, address, telephone number, and nature of the association.
Proiect Proposal
The proposal must include a narrative description of the proposed study (e.g. sample size
and sampling methodology) and a description of how results will be reported to the City. The
narrative should further discuss any special elements or requirements necessary to
undertake the proposed survey.
The proposal must also contain the following:
• A not -to -exceed fee quote to conduct each individual component of the study
• The date available to start work
• The time required to complete the assignment
• A statement that the consultant firm can provide insurance in the type and amounts
required by the City (see enclosed requirements)
The consultant selected by the City of Huntington Beach to participate in this project will be
required to demonstrate the related experience and resources necessary to complete the
study to the satisfaction of the City. Of significant importance in the selection of the
consultant is the overall quality of the consultant team as evidenced by previous work,
experience with administering surveys for public agencies, experience with housing and real
estate issues, and responsiveness to this RFP.
The following is a guide to the criteria that will be used in the evaluation process:
• Consultant experience and qualifications
• Project concept
• Performance schedule
• Price competitiveness
The City of Huntington Beach is committed to providing equal opportunity in the award of
contracts, purchasing of services and commodities, and other categories of procurement. It
is committed to providing business, loan, and employment opportunities in a fair and
equitable manner. In addition, the City is committed to providing opportunities for Huntington
Beach firms.
The City of Huntington Beach reserves the right to include additional evaluation criteria when
reviewing proposals.
The City of Huntington Beach intends to review and evaluate the submissions within 14 days
of the submission deadline based on the evaluation criteria enumerated above. Leading
candidates may be invited to make a presentation to a City Council appointed committee.
The recommended consultant may be invited to make a second presentation to City Council
Members. The selected consultant will be asked to enter into an agreement with the City of
Huntington Beach. The City reserves the right to reject any and all proposals.
All proposals must be received by May 19, 2000. Submit all copies to:
Steve Holtz
Economic Development Department
City of Huntington Beach
2000 Main Street, 51h Floor
Huntington Beach, California 92648
If you have any questions regarding this proposal, contact Steve Holtz at (714) 536-5901.
.01
ME
City of Huntington Beach
2000 Main Street
Huntington Beach, California 92648
SUMMARY OF CONTRACTOR'S INSURANCE REQUIREMENTS
COMMERCIAL GENERAL LIABILITY
1, A Certificate of General Liability Insurance must be submitted and the coverage must be
` current.
2. You must have a separate, attached endorsement naming the City of Huntington Beach as
additional insured. This endorsement must specifically name the City of Huntington Beach.
its Agents, Officers and Employees as additional insured for the certificate of General
Liability Insurance to be approved.
3. in the Cancellation Clause, you must include a 30-day cancellation notice and omit the words
"endeavor to" and "but failure to mail such notice shall im ose no obli ation of any kind upon
the company, its agents, or representatives." A 10-day notice in the event of nonpayment is
acceptable.
4. The certificate must provide at least $1,000,000 combined single limit General Liability
insurance coverage per occurrence.
5. A deductible or self -insured retention must be removed or receive a waiver which_ is
requested from the Risk Management Office.
6. insurance must be placed with a California admitted carrier with a current A.M. Best's Rating
of no less than A:VII.
WORKERS' COMPEN SATIONIA-UTOMOTIVE
1. A Certificate of Workers' Compensation Insurance must be submitted and the coverage must
be current. If you have no employees, you must sign a Declaration of Non -Employer Status
available from the Risk Management Office.
2. The Workers' Compensation Insurance must meet the California statutory limits of at least
$100,000 bodily injury per disease or accident; $300,000 bodily injury by disease policy limit.
3. In the Cancellation Clause, please include a 30-day cancellation notice and omit the words
"endeavor to" and "but failure to mail such notice shall imi2ose no obli ation of any kind upon
the company, its agents, or representatives." A 10-day notice in the event of nonpayment is
acceptable.
4. A deductible or self -insured retention must be removed or receive a waiver which is
requested from the Risk Management Office.
PROFESSIONAL LIABILITY
1. if you will be providing professional services, please provide a minimum of $1,000,000
Professional Liability Insurance. An Additional Insured Endorsement is not required.
2. In the Cancellation Clause, please include a 30-day cancellation notice and omit the words
"endeavor to" and "but failure to mail such notice shall impose no obligation of any kind upon
the company, its agents, or representatives." A 10-day notice in the event of nonpayment is
acceptable.
3. A deductible or self -insured retention must be removed or receive a waiver which is
requested from the Risk Management Office.
� MARKET STUDY OF
� MOBILE HOMES
IN
I HUNTINGTON BEACH
1
I
1
SUBMITTED TO
The City Of Huntington Beach
Economic Development Department"
5'h Floor, City Hall
2000 Main Street
Huntington Beach, Ca 92648
Submitted By
Center for Demographic Research
California State University, Fullerton
Fullerton, California 92834
Tel: (714) 278-3417
Fax: (714) 278-1347
Email wgayk�a7fullerton.edu
1 I. PROJECT OBJECTIVES
1
I
I
The City of Huntington Beach contains 18 mobile home parks. Residents of these parks
have requested a market study of mobile home parks in the City focusing on the factors
associated with the cost of mobile home housing. In response to the request, the City
Council established an advisory board in 1994 consisting of park owners, park residents
and unassociated Huntington Beach residents. This board was given the responsibility to
study the rent control issue and report back to the Council with a recommendation. This
Mobile Home Advisory Board has not met for the past six months, which has heightened
the demands from mobile home park residents for City Council intervention. The
objective of this study is to conduct a survey to obtain information and prepare an
analysis on mobile home rents and the mobile home market in the City of Huntington
Beach. Information generated by this study will be used to deliberate the issue of mobile
home rent control and to serve as the basis to justify the establishment of a rent control
ordinance.
II. CONSULTING TEAM
The study will be conducted by a research team composed of staff from the
Center for Demographic Research and Ralph Castaneda & Associates. The Center for
Demographic Research is research center affiliated with California State University,
Fullerton and is administered through the California State University, Fullerton
1
Foundation a non-profit organization. Ralph Castaneda & Associates is a private
planning consulting located in Yorba Linda, California The Center for Demographic
Research will have the lead role in this study. It is located at 2600 E. Nutwood Ave.
Fullerton, CA 92834 and can be reached at (714) 278-3417.
William Gayk, Ph.D. will serve as the Principal Investigator on this project. Dr.
Gayk is Director of the Center for Demographic Research. He will be responsible for the
Ioverall research design, development of the questionnaire, sampling methodology,
preparation of the report, presentation of the results, and management of the project.
While at the Center for Demographic Research, Dr. Gayk has designed and been
responsible for two surveys conducted for the City of Anaheim, and another for UCLA.
Prior to coming to the Center for Demographic Research, Dr. Gayk was on the staff of
the Orange County Executive Office and served as the manager of the Forecast and
Analysis Center. While with Orange County, Dr. Gayk directed several surveys of
Orange County residents, businesses and governmental agencies. Ralph Castaneda Jr.
will be brought onto the research team as a Research Associate to assist in identifying the
information needs for a rent control ordinance and to help in the preparation of the final
report. Ralph Castaneda, Jr. graduated from California State University, Fullerton with a
bachelor's degree in Political Science and holds a master's degree in city and regional
planning from the University of California, Berkeley. Mr. Castaneda has been on the
staff of the Ventura County Planning Department, Orange County Planning Department,
and the Orange County Executive Office. Prior to establishing Castaneda & Associates,
he had been on the staff of two planning consultant firms. Scott Martin will serve as the
Project Manager. Mr. Martin has been affiliated with the Center for Demographic
2
Research for two years and managed the City of Anaheim CDBG Income survey. Prior
to coming to the Center for Demographic Research, Mr. Martin served as a supervisor for
the CSUF Social Science Research Center for over. five years. Mr. Martin served as a
project manager in his final two years where he managed and supervised numerous
surveys. He will be responsible for the hiring and training of the interviewer staff and
will manage the field work. Deborah Stickley will conduct all the interviews of the
mobile home park owners/operators. Deborah is a Demographic Analyst with the Center
for Demographic Research. She has considerable experience collecting data and -
information from public and private agencies. In addition, she brings to the team a strong
proficiency with SPSS.
The current hourly rates for the Center for Demographic Research staff are listed
below. These rates are the fully encumbered rates that include the base salary, benefits
and the 25% overhead rate required by the CSUF Foundation.
Classification Hourly Rate
Director $58.00
Research Associate 527.35
Demographic Analyst $25.75
Administrative Analyst $23.50
Supervising Interviewer $12.50
Interviewer $9.35
The Center for Demographic Research
The Centerfor Demographic Research (CDR) was initially established in 1996 to
ensure Orange County continues its presence in the development and support of
3
demographic information. The primary goal of the CDR is to provide accurate and timely
information regarding population, housing, and employment characteristics to public
agencies, local jurisdictions and regional planning authorities, as well as private citizens
and industry. The CDR!s activities are located at California State University, Fullerton,
ensuring data consistency through the maintenance of a centralized data source of Orange
County demographic characteristics. As a bridge between public and private agencies, the
CDR fosters mutual cooperation and achievement of goals in an efficient, cost-effective
manner. The CDR is a joint partnership between the County of Orange, the Orange
County Division of the League of California Cities, the Orange County Sanitation
Districts, the Transportation Corridor Agencies, the Orange County Transportation
Authority, the Municipal Water District of Orange County, the Orange County Water
District, the Coastal Municipal Water District, and California State University, Fullerton.
In addition to publishing the Orange County Progress Report and Orange Count,
Projections the CDR produces specialized analyses for public agencies in Southern
California, including the California State University System, Santa Ana River Planning
Authority, and the Southern California Association of Governments. The CDR is a
leader in Southern California in the development and the application of state-of--the-art
demographic, land use modeling methods, and geographic information systems.
As a resource to its sponsors and other agencies throughout Southern California,
the Center for Demographic conducts surveys and prepares analyses dealing with a broad
spectrum of topics including demographic and economic characteristics, behavior, needs,
attitudes and opinions. Clients have included the City of Anaheim, UCLA, the County of
Orange, and the Hospital Association of Southern California.
4
i
14 Castaneda & Associates
_ Cataneda &Associates specializes in consulting services to cities, afr"ordable
housing private'developers, and nonprofit housing organizations. During the course of
Ipreparing numerous housing elements, the firm has completed several mobile home park
F
rent surveys. Castaneda & Associates also was responsible for the housing and relocation
impact analysis on the closure of mobile home parks located in Malibu, Laguna Beach
and Dana Point. The has also completed several studies on the impact of road way
improvements on mobile home parks — Santa Ana Freeway widening alternatives, Harbor
Boulevard Smart Street, and Foothill Corridor South.
III. EXPERIENCE
Anaheim CDBG Income Survev I
This survey was conducted between December 1997 and April 1998. The purpose of the
survey was to determine whether five neighborhoods in Anaheim met HUD income
criteria to qualify them for CDBG funding. Questions were also asked regarding the
conditions of housing, and neighborhood problems. Over 1,300 housing units were
randomly selected from lists of residential addresses in each of the five neighborhood.
These lists were compiled by the research team by walking the neighborhoods and
recording the address of each home and apartment in the neighborhood. The surveys
were administered door-to-door by a team of two interviewers. A short ten -item
questionnaire was used which gathered information on problems in the neighborhoods,
needed improvements, household demographics, and income levels. A generalized report
was prepared, as well as specific analyses as required by HUD.
G
J
Anaheim CDBG Income Survev It
This survey was conducted between July 1999 and December 1999. The purpose of the
survey was to determine whether four additional neighborhoods in Anaheim met HUD
income criteria to qualify them for CDBG funding. Questions were also asked regarding
the conditions of housing, and neighborhood problems. Over 1,400 housing units were
' randomly selected in from lists of residential addresses in each of the four neighborhoods.
These list were compiled by the research team by walking the neighborhoods and
' recording the address of each home and apartment in the neighborhood. The surveys
were administered door-to-door by a team of two interviewers to 848 households. A
short ten -item questionnaire was used which gathered information on problems in the
neighborhoods, needed improvements, household demographics, and income levels. A
generalized report was prepared with recommendations on the neighborhoods Qualifying
for HUD CDBG funding.
I
La Colonia Inde endencia Neighborhood Survey
This survey was conducted in April 2000. The purpose of the survey was to assess the
residents' perceptions of neighborhood problems and the effectiveness of services, both
' public and community based, in the neighborhood. A brief ten -item questionnaire was
' administered to approximately 150 households. Every housing unit in the neighborhood
was contacted. A report is currently being prepared for the County of Orange.
IV. REFERENCES
Mr. Brent D. Schultz
Redevelopment/Housing Development Manager
Community Development
City of Anaheim
201 S. Anaheim Blvd., Suite 1003
Anaheim, CA 92905
(714) 765-4300 EXT. 4311
City Project Manager for Anaheim CDBG Survey
C
Takashi Makinodan, Ph.D.
Director, UCLANA/RAND MEDTEP for A/PI
11301 Wilshire Boulevard
Building 115, Room 328
Los Angeles, CA 90073
(310) 794-0695
Client for a Health Survey of Vietnamese residents in Orange County
Jeffrey G. Corp, Director
Community Programs Division
Orange County Probation Department
160 W. Cerritos Ave., Bldg 4
Anaheim, CA 92905
(714)687-6703
County Project Manager for La Colonia Idenpendcia Survey
V. PROJECT PROPOSAL
Technical Approach
The Scope -of -Work will focus on the 10 Work Tasks listed in the Request -for -
Proposal. The Consultant Team recognizes that the information collected by the Study
will be used to 1) deliberate the need for mobile home rent control and 2) justify the
findings necessary to establish a rent control ordinance. Since this is the ultimate purpose
of the Study, the Consultant Team will work closely with City staff at the beginning of
the work program to ensure that the survey questionnaires are structured to collect the
Ikind of information that will identify the need for mobile home rent control. In addition,
r
we will work with the staff, including the City Attorney's office, to identify the
information needed to enable the City to make the findings necessary to justify
restablishing a rent control ordinance.
The Consultant team proposes to design and conduct three surveys. The
population for the first survey will be the owner, -operators of the 18 mobile home parks.
7
It is anticipated that these interviews will be lengthy and are likely to involve
considerable follow up. These interviews will focus on such topics as the vacancy rates,
mobile homes on the market, rental rates, rent increases, total housing cost, assistance
programs, foreclosures, etc. The population for the second survey will a random sample
of 500 mobile home households. A sample of this size would ensure a margin of error at
least less than 5%. This sample of mobile home residents will be interviewed face-to-
face at their home. These interview will focus on obtaining information housing costs,
rent increases, and types of leases, but will also include questions on the age and income
of the residents. The third survey will be a mail -out mail -back survey to enumerate all
the residents of the mobile home parks residents not in the sample of 500 mobile: home
households regarding their age and income. This third survey is proposed as a cost
containment approach. The cost of a mail -out mail -back survey is considerably less than
a door-to-door survey.
N.
Scone of Work
Task 1: Meet and Confer with City Staff
The Consultant will meet with City Staff and identify the exact
information needs required by the City.
Task 2: Design Questionnaires
The Consultant will draft the questionnaires based on the information
needs identified in Step 1. Drafts of the questionnaires will be provided to
City staff and other parties as deemed appropriate by the City for review
and comment. Based on the review and continent, the draft questionnaires
r will be revised.
Task 3: Identify Household Addresses
Utilizing the maps provided in the Request for Proposal, the consultant
will visit each mobile home park and record the address of each mobile
home.
Task 4: Select Random Sample of Households
t- A computerized data base will be created of all the mobile home
addresses. Using the Statistical Package for the Social Sciences (SPSS)
soft,.vare, the initial sample of 500 mobile homes software will be
generated, using a special function for generating random samples.
Task a: Conduct Face -to -Face Interviews
Trained interviewers will interview the randomly selected mobile home
households face-to-face at their residence. Interviewers will visit the
mobile home parks on different days and different times to maximize the
chances of contacting a household member. In the event that a household
needs to be retired from the sample because of a refusal to participate or
non -contact, it will be replaced with another randomly generated
household.
Task 6: Mail -out Mail -back Survey
Questionnaires will be mailed to all households not included in the
randomly selected households with stamped return envelopes. Follow up
9
procedures and a second and possibly a third mailing will be implemented
to ensure there is an adequate response rate.
'
Task 7: Interview Mobile Home Park Owners/Operators
Working with City staff, a comprehensive list of the owners/operators of
the mobile home parks will be compiled. Meetings with each of these
owners/operators will be scheduled for the purpose of conducting the
interviews. A team consisting of a Research Associate and an Interviewer
will attend the meetings and conduct the interviews.
Task 8: Tabulation and Data Analysis
The surveys will be reviewed for completeness. If there is a need for
clarification or corrections on a particular survey, steps will be taken to
clarify or correct the errors. In the event, there are open ended questions,
these will be coded into closed ended categories.. Each completed survey
will be entered into a SPSS data base. Using SPSS, the results of the
surveys will be tabulated.
Task 9: Report Preparation
A draft report presenting the results of the study will be prepared.
The draft report will be provided to City staff for review and comment.
The Consultant will meet with City staff to discuss the comments. Based
on these discussions, a final report will be prepared along with a Power
Point presentation. Ten copies of the report will be made available to the
City along with an electronic version. The City will also be provided a
copy of the SPSS data if requested.
Task 10: Present Results
The Consultant will makeup to three presentations of the results from the
survey.
E
Not -to -Exceed Quote
The not -to -exceed quote presented below is based on conducting the three surveys and
allocating those costs to each component. The cost of a survey is influenced mostly by the data
collection method and the number in the sample, not so much on the length of the survey. If
there is a need to curtail the cost of the study, it is recommended that focus be place on the
sample sizes for the face-to-face and mail -out mail -back surveys.
Component
Fee
1
$2,000
2
$1,500
3
$1,500
4
$3,000
5
$3,000
6
$12,500
7
$1,000
8
$1,500
9
$1,500
Total Fee
$27,500
Date Available and Time Required
The Consultant team is available immediately. It is anticipated that this study will take
sixteen weeks to complete.
Insurance Requirements
The fiscal and administrative agent for the Center for Demographic Research is the
California State University, Fullerton Foundation. The CSUF Foundation does meet the
insurance requirements stipulated by the City.
12
William F. Gayk
Center for Demographic Research
California State university, Fullerton
Phone (714) 278-3417
FAX (714) 278-5091
e-mail wgaykvfullerton.edu
Experience
• Research and policy analysis related to social, economic, health, housing,
environmental programs and issues.
• Short- and long-range program and infrastructure planning and financing.
• Development of demographic and economic estimates and projections for land -use
and transportation models.
• Processing large administrative data bases.
• Geographic and spatial analysis.
• Survey research and program evaluation.
Work Experience
• Director - Center for Demographic Research, California State University, Fullerton
1996 - present
• Principal Staff Analyst - Planning Division, Orange County Environmental
Management Agency, 1995 - 1996
• Manager - Forecast and Analysis Center, Orange County! Administrative Office, 1994
-1995
• Chief County Demographer, Forecast and Analysis Center, Orange County
Administrative Office, 1992 - 1995
• Senior Staff Analyst, Forecast and Analysis Center, Orange County Administrative
Office, 1980 - 1992
• Senior Research Analyst, Forecast and Analysis Center, Orange County
Administrative Office, 1977 - 1980
• Research Analyst, Forecast and Analysis Center, Orange County Administrative
Office, 1974 - 1977
13
Education
University of California, Riverside
1982 Ph.D. Sociology
California State university, Hayward
1971 M.A. Sociology
California State University, Hayward (Sociology)
1969 B.A. Sociology
14
SUMMARY
NVORK HISTORY
Scott P. Martin
7888 La Corona Way
Buena Park, CA 90620
smartin ullerton.edu
(714 522-7789
Research professional with six years of experience providing professional and technical
assistance in the planning and promotion of grant evaluations for nonprofit organizations
seeks employment.
Research Associate ---May 1998 to Present
CENTER FOR DEMOGRAPHIC RESEARCH
- Managed the collection of housing data for the City of Anaheim.
- Formulated reports and presentations to clients based upon collected data.
- Conducted an evaluation of youth programs sponsored by the Orange County
Probation Department and the Department of Education.
- Developed and maintained databases of targeted infomtation.
- Managed a staff of Research Assistants responsible for data collection.
- Participated in the preparation and monitoring of budgets and expenditures.
- Traveled to various sites in California to present findings.
Project Manager —Jan 1996 to May 1998
SOCIAL SCIENCE RESEARCH CENTER
- Directed evaluation efforts of the Santa Ana unified School District's School -to -
Career program designed to help underprivileged minors make better career choices.
- Managed a multi-lingual research facility at CSU Fullerton.
- Aided Director with project design and future grant applications.
- Trained Supervisors and Research Assistants on evaluation techniques.
A- Hired and ten-iinated research staff.
Research Supervisor —March 1994 to Jan 1996
SOCIAL SCIENCE RESEARCH CENTER
- Monitored the productivity of the staff during the evening shift.
- Created shift schedules for Research Interviewers.
- Trained Research Interviewers to collect proper data.
Research Interviewer —Oct 1993-March 1994
SOCIAL SCIENCE RESEARCH CENTER
- Collected data via telephone, person -to -person, and mail surveys.
- Ent. red data into a variety of software applications.
SKILLS
- Proficient with IBM compatible computers
- Excellent written and oral communication skills
- Knowledgeable of a variety of software applications
15
EDUCATION
I
CALIFORNIA STATE UNIVERSITY, FULLERTON
Bachelor of Arts Degree in American Studies and History
a
w
i
EDUCATION
' Sept. 1999
1
I
I
I
e
Deborah M. Sticidey, M.A.
2600 E. Nutwood Ave., Suite 750, Fullerton, CA 92834
714-278-4596, 714-278-1396 fax, Gsticklcvr.;fullerton.edu
M.A. Sociology, CSU Fullerton
B.A. Sociology, CSU Fullerton
May 1996
Master's thesis focused on quantitative evaluation of children's attitudes
towards volunteers in an elementary school computer lab; education includes
data analysis, applied research, survey development, and social theory; utilized
computer skills in SPSS, Word, Excel, PowerPoint, Outlook, Eudora.
EXPERIENCE Center for Demographic Research, CSU Fullerton
Oct. 1999 —present
Demographic Analyst, Data mznagement of the Orange County Projections,
organization of and representative at OCP jurisdiction meetings, primary data
contact for all jurisdictions throughout the OCP process; assist in the completion
of the annual Housing Inventory System; provide information for data requests;
Dean of Students, CSU Fullerton
Aug. 1999 —Oct. 1999
Associate Coordinator, Community based Learning Programs, supervise 12
student -run and initiated service projects; advise 19 student project directors;
responsible for coordinating and implementing the America Reads and Counts
program, increased participation from 4 to 45 work-study students; assist in the
placement of 150 Fullerton First Year students in service -learning sites;
implemented a corporate volunteer partnership program with the General
Electric Company Elfuns; responsible for overseeing Stanford Service Learning
2000 Grant.
Community -based Learning And Service Center, CSU Fullerton
Dec. 1997 - Aug. 1999
Ruby Circuit Project Director, created and coordinated volunteer computer
mentoring program at local elementary school. Recruited and trained over 90
college student volunteers; developed protocol which the volunteers used to
teach the children computer programs; developed tracking system for volunteer
hours. Instituted Ruby Circuit into CLASC in August 1998. Interviewed and
recruited new project director.
Costco Wholesale, Industry, CA
June 1994 - Aug. 1999
Photo Technician, assisted in daily operations of lab including purchasing,
equipment maintenance, cashiering, and customer relations.
Fullerton Junior College, Fullerton, CA
Aug. 1998 - May 1999
Intern Teacher, assisted in lesson presentation, group facilitation, and class
organization.
17
Outreach Concern, Inc., Santa Ana, CA
Sept. 1996 - June 1997
Intern Counselor, counseled revolving caseload of 40 K-8 students under
supervision of licensed therapist; counseled students in academics, social, and
familial problems, and facilitated/mediated family interventions.
Los Robles Elementary School, Hacienda Heights, CA
Sept. 1995 - Dec. 1995
Volunteer Teacher's Aide, tutored 20 first grade students in reading and
vocabulary development, -class projects, and assignment organization.
PROFESSIONAL
PRESENTATIONS Pacific Sociological Association, San Diego, March 2000; "Effects of Volunteer
Presence on Children's Attitudes in an Elementary School Computer Lab."
Student Leadership Institute Workshop, Fullerton, Oct. 1999; "Legal Issues in
Public Service."
Society of Applied Sociology, Denver, Oct. 1998; "Fascination in the Computer
Lab: Sociology Students Tutoring Elementary School Kids."
Pacific Sociological Association, San Francisco, April 1999; "Computers and
College Students at Ruby Drive Elementary: Creating Social and Community
Connections."
COMPUTER
PROGRAMS Proficient in the use of PC and Mae operating systems, SPSS,114icrosoft Excel,
Outlook,
Word, PowerPoint, Quark XPress, Eudora, Internet search engines.
Huntington Beach Mobile Home Market Study: Supplemental
Prouosed,Approach
The California State Department of Finance estimates there are 31,803 Orange County
residents living in mobile homes. Of these, they estimate that 3,200 live in Huntington
Beach. It is estimated, there are approximately 210 mobile home parks in Orange
County and 28,000 mobile home sites. The cost of replicating the study in the Orange
County areas outside of Huntington Beach could be prohibitive if the same methodology
were employed. This would entail interviewing a random sample of residents large
enough to ensure reliability, a mail survey of the remaining residents, and then a
comprehensive survey of the managers or owners of the mobile home parks.
Recognizing that the purpose of the supplemental is to estimates the parameters for the
countywide market, it is proposed that this component focuses on the mobile home parks.
Specifically, mobile home park managers and owners be interviewed using the same
questions posed to the Huntington Beach mobile home owners and managers. It is
proposed to break the study into two segments.
The first segment will consist of a random sample of 25 mobile home parks. This
number was chosen so that the number of parks for the countywide study is similar in
size to the number of parks in Huntington Beach. Using a list of mobile home parks
provided through the California Department of Housing a Community Development, the
CDR has randomly pre -sampled 25 mobile home parks. These mobile homes represent
3,499 spaces according to the HCD data. This will provide a very precise estimate (an
estimated sampling error of f 2% at a 95% confidence interval) based on the number of
mobile home spaces these 25 parks represent. It is proposed that these mobile home park
managers or owners of these parks will be contacted first by letter and interviewed over
the phone. In cases where the owners or managers prefer to meet in person, staff will
schedule and conduct a face-to-face interview. The information gathered will be the
same as that collected from the Huntington Beach mobile home managers and owners.
Staff will follow up where needed. Replacement of unwilling participants will be done on
a systematic basis to insure the randomness of the sample.
In addition, the remaining mobile home parks will be mailed a survey with a letter
explaining the purpose of the survey. The returns will be monitored and a follow up
letter with another survey will be mailed to parks that have not returned the information.
If the information is not provided after the second request, the mobile home manager or
owner will be contacted over the phone.
Cost
It is estimated that this supplemental phase will cost $6,250 to gather the data and analyze
it.
Initial Sample of Non -Huntington Beach Orange County Mobile Home Parks
Name
Address
Cit
Spaces
Anaheim Mobile Estates
3050 W. Ball Rd.
Anaheim
139
Del Ray Mobile Estates
1949 S. Manchester Ave
Anaheim
114
Plantation Mobile Estates
1835 S. Manchester Ave
Anaheim
122
Sunkist Gardens MHP
1400 S. Sunkist
Anaheim
215
Rancho Brea MH Estates
1414 W. Central Ave
Brea
100
Hoosier Trailer Ct
525 Fairfax Dr
Costa Mesa
41
Sea Breeze Villas
133 E. 16th St.
Costa Mesa
60
Cypress MP
4861 Lincoln Ave.
Cypress
56
Cedarhill Mobile CC
2851 Rolling Hills Dr.
Fullerton
281
Del Prado MHP
128661 West St.
Garden Grove
169
Thunderbird Mobile Lodge
13102 Partridge St.
Garden Grove
103
El Morro Village
8811 El Morro Village
Laguna Beach
294
Del Prado Bolsa MHP
8200 Bolsa Ave.
Midway City
189
Newport Terrace TP
824 W. 15th St.
Newport Beach
56
Orange Village MHP
1540 E. Trenton
Orange
146
Capistrano Shores MHP
1880 N. El Camino Real
San Clemente
90
San Juan Mobile Estates
32302 Alipaz St.
San Juan Capistrano
312
Country Club MHP
518 S. Sullivan
Santa Ana
114
Liberty MH CT
329 S. Harbor
Santa Ana
99
St. Andrews MHP
515 E. St. Andrews PI.
Santa Ana
34
Seal Beach TP
313 Welcome Ln.
Seal Beach
126
Katella MH Estates
8681 Katella Ave.
Stanton
279
New Villa Valencia Mobile Estates
14092 Browning St.
Tustin
148
Bolsa Verde Estates MHP
9350 Balsa Verde Ave.
Westminster
85
.Regency Villa
15111 Bushard St.
Westminster
127
3499
DEMOCRRPHIC RSCH Fax:?14-2?8-5091 Oct 25 2000 12:20
'10/24/00 13:21 FAX 415 597 6792 DRIVER INSURANCE SVCS
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7H15 CEitiIFtU7E i5 )SSUED AS A MATTEIa OF tNFORMAT10N ONLY AND
PRoaL+yae
CONF1rRS NO RIGHTS uP4N THE GERTiFfCAT£ HOLDER TFttS GERT[MCATE
Dever Risk 5erv4tes DOES NOT AM6ND. ExiEN6 OR ASTER 7HE COVERAGE AFFORDED BY THE
500 Washington Stfee! iPCUCfES BeLOW.
Suite 300
San FrancL*=. CA 94111 (415) 371.5400
INSURW INSURERS AFFORDING COVERAGE
CSU Fu1{erlcn, Foundatlan
2900 E. Nutwood Ave,
Fullerton, CA 82631-3599 Pleaserefer to Coverage✓ section below.
4a1
THE NOUCYES OF INSURANCE LISTED BELOW WAVE SEEN ISWED TO THE jNsLRED NAMED ABOVE FOR THE POLICY PERIOD INDICATED NOTW)TKSTANbING
ANY REGuIREME.NT, TEFW OR CONDITION OF ANY CONTFACT OR OTHER DOCUMENT WITH RESPECT TO WKICH THIS CERTIFICATE MAY se ►ssurm OR May
PERTAIN. YHE, INSURANCE AFFORDED BY THE POLICIES DESCRAF-0 HEREIN IS SUBJECT TO Ali THE T$RMS. EXCLUSIONS AND COMMONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
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DESCRIPTION OF OPERATIONSILOCATIONSIVENICLESID(CLUSIONS ADDEO BY ENDORSEMERMSPEClAL PRDVISIONS
The City of Ht)nting= Beaon, its agents, oflleers and employees are named as addillwalInsureds as respects the MOSILEHOME MARKET STUDY
erf mnW by the Named Insured.
This ceetfRcxlte caskets; and roplac" aay or all previously issued cartflealn .
iMPORTAN-C it he ra MtW a Ildtder Is an ADrnnONAL WSt R1t D. Ina pa.cyllea) nwn be v+daaed. A aLalamenl on Ihk art• XWc dow fiat WWW Dana to tic aerw,ala howerirl Neu a(si:h
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DISGL.4INIER The Ccrumie or warm ce m Oda bm E0e9 nee coWLAm a mntrW bomeeo YIc b%fina ftir rlek aAWwd rwe8gnIi0/a of prdduoar" W the apn%CRIE bokw. nor doe II
elelr< "y Of M8W**Vymner4, eAend OF altar LhdWVeMge u"ed by the pabdes 11MW shaman.
SHOULD ANY OF THE ABOVE DEMMED P'OMCWS St: tMMIF0 917CRE TW-
Gty of HUrNlnplon 8"en Um. S9 EXPIRATION DATE THF3tEOF, THE ISSU NG COMPA14Y WLI MAIL U DAYS WUrrEN
2000 »IaIR Sheet No-"CR TO Stir CCNr1K —kTE HOLfAR NAME* 7O THE LArr. .
Huntington Beads. CA 92649
Ater Stove Holtz
_
OCT-25-220C 12:04 714 278 5091 P.02
101-20VOO 14:25 FAX 415 597 6762 DRIVER INSURANCE SVCS
Z003
—AINVm-P411 -Oct-2000
�TH15 CERTIFICATE IS ISSUED AS A MATTER dF INFORMATION ONLY AND
PROtsuCER
jjjCONFERS NO RIGHTS UPON 7H£ CERTIFICATE HOLDER, THIS CERTIFICATE
Driver Risk Services (DOES NOT AMEND, ExTEN❑ OR ALTER THE COVERRGC AFFORDED BY THE
s00 Washington Street POLICIEs BELOW.
Suite 300
San Francisco, CA 94111 (415) 371-5400 11
INSURED CSU Fulkartan, Foundation INSURERS AFFORDING COVERAGE
2600 E. Nutwood Ave.
Fullerton, CA 92631-3599 Please refer to Coverages section balm
WN ASIA 1 00 i.11 NY NW' W
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD IND:CATED. NOTWITHSTANDING
ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACTOR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAYBE ISSUED OR MAY
PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICIES. AGGREGATE LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.
CoverageTyps i1nBaror 'Policy EffwhroDate I ExpiraitionDato LImItTyps. )Amount
Pnif"ifn nal LiabIlity Occurrence
Royal lnderrrwty Company
RN 090170
01-jut-2000 -[-OivJuI-2001
Each Omrmrco
Si.DKDOO
lAggrogate
$1.000.000
DESCRIPTION OF OPERATIONSILOCATIONS)VEHICLESIEXCLUSIONS ADDED BY ENDORSEMENTSISPECIAL PROVISIONS
The City of Huntington Beach, its agents, offers and employees are named as addlhonal Insureds as respects the MODiLEHOME MARKET STUDY
performed by the Named insured.
This certificate cancels and replaces any or all previously issued certificates,
IMPORTANT If the cariLfIcaLe holder Is an ADDITIONAL INSURED, the pt:14(las) rrAnt be endorsed. A staierrlectt an INS celfitmLe dons not confer r1ghIs to the cad ficais holder In lied of aLich
endMentent(s), if SUfiROGA'71ON IS WANED, subcct to Ina larrm and tonditJons of the pd:cy, certain pcWdft may require an endorsement. A volornent an this cerliqmlo does not
cantor righ4sm Pro certftaft maldor in jact of such ond"fffnerri(S).
DISCLAIMER The Cortilimto of Iftsummee an this farm does not conshme & contract between me IssuN Insurer(sl vathorizad mopresonlaUve or producer. and the cart-leale hol4mr, nor doom It
affimm"y or nogal"Iy amend, extend at oiler the covemve oflordod by ft poildw lisled thoreon.
'- ZTE-. jF,gvo 5.M. mi1.3im"-.FirJ13i7i m ..
4I.m l't I I I RlMj,;110='B1104o
SHOULD ANY OF THE ABOVE DESCRIBED POLCIES BE CANCELLED BEFORE THE
City of Hunfington Seach S=- 790
EXPIRATION DATE THEREOF, THE tSSU ING COMPANY MLL MAIL 30 GAYS WRITTEN
�
2000 Main Street
NOMCE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT.
Huntington Beach, CA 92848
Altn, Steve Ho)tr
AUTIIZFD It EFN
OCT-20-20EO 14:26 415 597 6?62 90/ P.03
10/20h0 14:26 FAX 415 597 8762 DRIVER
INSURANCE SVGS (?1004
0-0 #041
"1, 0
20-OCI 000
i 'I
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND
PRODUCER
CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER_ THIS CERTIFICATE
Driver Risk Services
DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE
500 VVashlington. Street
POLICIES BELOW.
S06 300
San Francisco, CA 94111 (415) 371-540D
INSURE13 CSU Fuller -Pon, Foundation INSURERS AFFORDING COVERAGE
2600 E. Nutwood Ave.
Fullerton, CA 92631-3599 Please refer to Coverages section below.
4111
-14-4 105 1 W- - RM rip 'AR, W�M`W ME 1 0011 1111 3' 111 i 2
THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING
ANY REQUIREMENT. TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY
PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALLTHE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH
POLICES. AGGREGATE J)l SHOWN MAY HAVE BEEN REDUCED BY PAJD CLAIMS.
Covaragall 7— Fun
)Policy %firectivaii Expb'stionli 11-Irninnilirpe aunt
Workers C2nonsation and Employer Mai
l5upedorHaVol
WCA1753760,
0111h&ZIM
01-jj4001 JEacijdeni $1.000.000
Latulory
'Oral - i Eni
DESCRIPTION OF OPERATIONSILOCATIONSIVEHICLEWEXCLUSIONS ADDED BY ENVORSEMENTSISPEC[AL PROVISIONS
For evidence of Coverage only as respects the MOBILEHOME MARKET STUDY performed by the Named Insured,
This cartlflcale cancels and replaces any or 211 previously Issued certificates.
IMPORTANT It the Codli'lel holder is an ADDMONAL INSURED, ilia paiecyli must be endorsed. AjdaLsimant on this cwW.cole does not confer rignIs to the cwL111cale holder in sou of rich
ancornmal if SUBROGATION IS WAIVED. ouejecl to the larril 0i conditions of the policy, cw1ain poildes may inli an ondonial A slate an this certificate don not
coffer rights io Lha cartiricali holder In i of such ondoisorrisni
DISCLAIMER The Cart note of tnsuran-., on ti I'l does not conabi a contract bowman the tssu'jig Insurairl imhortziell mpiresoinini Cr pfcaucer, and the cadilli holder, nor does ti
oftmill at negatively &memll, ejeelli or spar ]he cnmal vilil by the pol mod Manson,
11] LI I V I F I i I J Fyi
A Rimp
W 1.1 W1161 U.4-01MR 911100--im MEMMI!
SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE THE
City of Huntington Bill 552D - 03
EXPIRATION DATE THEREOF, THE ISSi COMPANY WILL 130 DAYS WRITTEN
2000 Main Street
NOTICE TO THE CCRTLRCATE HOLDER NAMED TO Tki LEFT.
Huntington Beach, CA 92648
Attn: Steve Holtz
ALIT e
OCT-20-2000 14:27 415 597 1 96% P-04
DEMOGRAPHIC RKH Fax:714-278-5091 Oct 25 2CU0 12:20 --P. 03
i0124100 13:23 FAX 41S 507 6762 DRIVER INSGR. cE svcs
Q] oas
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Royal Insurance
1
This endorsement number
CS❑ Fullerton Foundation
Effective duly 1, 2000 to July 11 2001
Forms a part of policy number -RE0'0 9 017 0
Issued to CSU Fullerton Foundation
By
Royal Indemnity Compariy
This Endorsement Changes The Policy. Please Read It Carefully.
Governmental Program
BLANKET ADDITIONAL INSURED
This endorsement modifies insurance provided under the tollawing:
SCHOOL LIABILITY
The definition of Insured is amended to include any person or organization you are oantractu0y obligated to
include as an additional Insured, and for which a certificate of insurance has been Issued evidencing such status
and which is on file with the Company, With respect to Bodily Injury, Personal Injury and Property Darnage
arising out of the Named Insured's operations or premises owned by or rented to the Named Insured. The
insurance provided to the additional insured does not apply to any liability occurring after those operations or use
of premises have ceased.
The inclusion et more than one Insured under this policy shall not operate to impair the rights of one Insured
against another Insured and the coverages afforded by this policy shall 'apply as though separate policies had
been issued to each Insured. The injluslon of more than one Insured shall not, however, operate to increase
the limit of the Company's Lability.
Any other insurance carried by a certificate holder which may be appfcable shall be deemed excess and the
Insured's insurance primary notwithstanding any conflicting provisions in the Insured's policy to the contrary.
A certificate holder shall not, by reason of their inclusion under this policy, incur liability for payment of premium
for this policy.
In the event of reduction in coverage or canceliation of this insurance, we agree to mail thirty (30) days (ten (10)
days for non-payment of premium) advance notice of such reduction or eancellatron to each entity added as per
certificates an file with the Company which specify that a written contract exists and requires that the certifwte
holder be an additional insured.
Another terms and conditions in the policy remain unchanged.
SJP 20 01 (10197) ;
OCT-25-2000 12:04 714 27e s091 98% P.03
J�
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Copy of August 21, 2000 RCA
:. I. - ' H;"M EN,T-�
Council/Agency Meeting Held:
Deferred/Continued to:
Approved ❑ Conditionally Approved Denied
C r s i nature
Council Meeting Date: 8/21/00
Department ID Number: ED 00-38
Cn�sv�to WvYL CITY OF HUNTINGTON BEACH �-
W C
REQUEST FOR COUNCIL ACTION _
6W�d2 C-M s
SUBMITTED TO: HONORABLE MAYOR AND CITY COUNCIL MEMBERS
SUBMITTED BY: RAY SILVER, City Administrator /lam
PREPARED BY: DAVID C. BIGGS, Director of Economic Development
.J
SUBJECT: Selection of Consultant to Conduct a Mobile Home Market Study and
Appropriation of Funds to Pay for the Study
Statement of issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status, Attacnment(s)
._ I
Statement of Issue: On April 3, 2000, the City Council directed staff to hire a consultant to
conduct a market study of mobile home parks in Huntington Beach. The purpose of this
study would be to inform the Cou'ricil of whether or not a rent stabilization ordinance is
needed. The Center for Demographic Research, a nonprofit research foundation at the
California State University, Fullerton has been selected by staff to conduct the study. At this
time, staff requests authorization to negotiate a professional services contract with the Center
for Demographic Research. In addition, Council is requested to appropriate $27,500 from
the General Fund to pay for the study. Council is further requested to give authority to the
Mayor and City Clerk to execute the professional services contract upon completion of the
contract by the City Attorney.
Funding Source: Unappropriated General Fund Balance
Recommended Action: Motion to:
1. Approve staffs recommendation to select the Center for Demographic Research,
California State University, Fullerton as the consultant to conduct the City's mobile
home market study.
2. Appropriate $27,500 from the City's General Fund to pay for the study.
3. Direct the City Attorney to prepare a contract between the City and the Center for
Demographic' Research in an amount not -to exceed $27,500, and authorize the City
Attorney to make non -substantial changes if necessary; authorize the Mayor and
City Clerk to execute the contract when notified by the City Attorney.
Alternative Action(s): Do not select the Center for Demographic Research at California
State University, Fullerton to conduct the City's mobile home market study.
Ire /
REQUEST FOR COUNCIL ACTION
MEETING DATE: 8/21100 DEPARTMENT ID NUMBER: ED 00-38
Analysis: For the past few years, residents of the City's 18 mobile home parks have
informed the City Council of what they perceive to be excessive rent increases. Many of
these residents have appealed to the Council for a mobile home park rent stabilization
ordinance. As a result of these requests, the Council established an advisory board in
1994 consisting of park owners, park residents, and unassociated Huntington Beach
residents and gave to the board the task of studying the rent issue and reporting back to
the Council with a recommendation.
Because the Mobile Home Advisory Board (MHAB) has not met for the past ten months,
mobile home park residents have returned to the Council with renewed requests for Council
intervention. In response to these requests, the Council directed staff on April 3, 2000 to hire
a consultant to conduct a market study to determine whether or not a rent stabilization
ordinance is needed in Huntington Beach.
A Request for Proposals was issued by the Economic Development Department on April 14,
2000 in response to which four firms submitted proposals. Because each of the applicants
appeared qualified and the proposals were very similar, staff interviewed each of the
consultants. A panel consisting of the Administrative Services Department and the Economic
Development Department along with the Council Liaisons to the MHAB participated in the
interviews where applicants were given an opportunity to describe their proposal and to
demonstrate their qualifications to conduct the study.
Each of the four proposals priced the market study by the various individual components of
the study, as was requested by the Council. A summary of the price per component for each
of the applicants is attached to this RCA. The proposal submitted from the Center for
Demographic Research, a nonprofit research foundation at the California State University,
Fullerton recommended the most thorough study. The Cal State Fullerton group will conduct
the market study with personal interviews or mail surveys of every mobile home park resident
in the City. This proposal was also the lowest priced of the four received. For these reasons,
and because the Center for Demographic Research is a local nonprofit foundation with no
prior involvement with mobile home park owners or residents, the staff panel has selected
this applicant to conduct the study.
At this time, staff requests authorization to negotiate a professional services contract with the
Center for Demographic Research. In addition, Council is requested to appropriate $27,500
from the General Fund to pay for the study. Council is further requested to give authority to
the Mayor and City Clerk to execute the professional services contract upon completion of
the contract by the City Attorney.
COUNCIL POLICY REGARDING REQUESTS FOR AN APPROPRIATION OF FUNDS:
As adopted by the City Council in March 1998, all requests for appropriation of funds must
meet one of the following criteria: 1) the request is for an unanticipated emergency, 2) the
request is required to meet labor negotiations, or 3) the request will be offset by related new
revenues.
Csuf rca -2- 8/13/00 1:13 PM
REQUEST FOR COUNCIL ACTION
MEETING DATE: 8/21100 DEPARTMENT ID NUMBER: ED 00-38
The new appropriation being requested is for an unanticipated emergency and is requested
at the direction of the Council.
Environmental Status: NIA
AttachmentU:
1. 1 Analysis of Market Study Proposals
2. ICopy of Proposal Submitted by the Center for Demographic
Research, California State University, Fullerton
3. 1 Fiscal Impact Statement
RCA Author: HOLTZ(5901)
Csuf rca -3- 8/13100 1:13 PM
Fiscal Impact Statement
ATTA "H''M...E ..N.T I#
a
CITY OF HUNTINGTON BEACH
INTERDEPARTMENTAL COMMUNICA TION
To: Ray Silver, City Administrator
From: Clay Martin, Acting Director of Administrative Services
Subject: FIS 2001-21 Approve the Contract with Cal State Fullerton
for Mobile Home Market Study
Date: February 16, 2001
As required by Resolution 4832, this Fiscal Impact Statement has
been prepared "Approve the Contract with Cal State Fullerton for
Mobile Home Market Study."
If the City Council approves this request (total appropriation $6,250),
the estimated unreserved, undesignated General Fund Balance at
Septemter,3Q,2001 Vi"e reduced to $1,957,063.
Actinc2'Director of Administrative Services
01�1,
. �18a'lanco' U'M
heral FuFid
Go ji ,,;Adopted Budget .CurrentEMI to
Beginning Fund Balance 1011/2000 (unaudited)
$ 3,333,000
$ 3,333.000
Plus: Estimated Revenue
127,313,303
127,313,303
Less: Estimated Expenditures
(127,313,303)
(127,313,303)
Pend inglApproved FIS's:
(1,369,687)
Less: FIS 2001-20
-
(6.250)
Estimated 913012001 Balance (with econmic reserve)
Is 3,333,000
1 $ 1,957,063
ESTIMATED GENERAL FUND BALANCE -
$5,500,000
$5,000,000
$4,5007000
$4,0009000
$3,5009000
$3,000,000
$2,500,000
$2,0009000
$195009000
$1,0009000
$5009000
SEPTEMBER 30, 2001
ADOPTED BUDGET CURRENT
ESTIMATE
s
CALIFORNIA
STATE
UNIVERSITY
FULLERTON
FOUNDATION
To: Steve Holtz
City of Huntington Beach
From: Ron Rangel
Secretary, Board of Directors
California State University, Fullerton Foundation
Date: October 9, 2000
Re: Authorized Signature
This is to confirm that the Board of Directors has authorized William M. Dickerson, Executive
Director, to sign contracts and agreements for Sponsored Program activities, including the
agreement with the City of Huntington Beach.
This also confirms that the Board of Directors has authorized Shou Yinn (Pearl) Cheng, Director
of Finance and Administration, to represent the Foundation in fiscal matters, including the
agreement with the City of Huntington Beach.
Please do not hesitate to call (714278-4110 if you have any further questions.
z2s& �Zuz
Ronald angel
Secretary
RECEIVED
OCT 16 2000
DEPARTMENT OF
ECONOMIC DEVELOPMENT
SUITE 120 • 2600 NUTWOOD AVENUE • FULLERTON • CA • 92931-3106 • TEL: 714.278.41 10 0 FAX: 714.279.1110
N
RCA ROUTING SHEET
INITIATING DEPARTMENT: Economic Development
SUBJECT: Mobile Home Market Study Expanded Scope
COUNCIL MEETING DATE: March 19, 2001
RCA -ATTACHMENTS
STATUS...
Ordinance (w/exhibits & legislative draft if applicable)
Not Applicable
Resolution (wlexhibits & 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 by the City Attome
Attached
Subleases, Third Party Agreements, etc.
A roved as to form b Cif Attome
Not Applicable
Certificates of Insurance (Approved by the City Attome)
Not Applicable
Financial impact Statement Unbud et, over $5,000
Attached
Bonds If applicable)
Not Applicable
Staff Report If applicable)
Not Applicable
Commission, Board or Committee Report If applicable)
Not Applicable
Findings/Conditions for Approval and/or Denial
Not Applicable
EXPLANATION FOR MISSING ATTACHMENTS
REVIEWED
RETURNED
FOR ARDED
Administrative Staff 3 0
Assistant City Administrator Initial
City Administrator Initial
City Clerk
F-,drew)
EXPLANATION•- RETURN OF
■
RCA Author: HOLTZ (5901)
V�30- DWI
�C) � -))iti,
Council/Agency Meeting Held:
Deferred/Continued to:
Approved ❑ Conditionally Approved Denied
C r s i nature
Council Meeting Date: 8/21100
Department ID Number: ED 00-38
+$ Nl UE44,9 A = P11)p W'1 -- i �,QNS1IV7AI`T To I N c.WA. k
Cnrisv_V T tk-�unN CITY OF HUNTINGTON BEACH
REQUEST FOR COUNCIL ACTION
C. 12 W c&NI
SUBMITTED TO: HONORABLE MAYOR AND CITY COUNCIL MEMBERS
SUBMITTED BY: RAY SILVER, City Administrator WaJ +U
PREPARED BY: DAVID C. BIGGS, Director of Economic Development
_3
SUBJECT: Selection of Consultant to Conduct a Mobile Home Market Study and
Appropriation of Funds to Pay for the Study
4
Statement of Issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status, Attachment(s)
Statement of Issue: On April 3, 2000, the City Council directed staff to hire a consultant to
conduct a market study of mobile home parks in Huntington Beach. The purpose of this
study would be to inform the Council of whether or not a rent stabilization ordinance is
needed. The Center for Demographic Research, a nonprofit research foundation at the
California State University, Fullerton has been selected by staff to conduct the study. At this
time, staff requests authorization to negotiate a professional services contract with the Center
for Demographic Research. In addition, Council is requested -to appropriate $27,500 from
the General Fund to pay for the study. Council is further requested to give authority to the
Mayor and City Clerk to execute the professional services contract upon completion of the
contract by the City Attorney.
Funding Source: Unappropriated General Fund Balance
Recommended Action: Motion to:
1. Approve staff's recommendation to select the Center for Demographic Research,
California State University, Fullerton as the consultant to conduct the City's mobile
home market study.
2. Appropriate $27,500 from the City's General Fund to pay for the study.
3. Direct the City Attorney to prepare a contract between the City and the Center for
Demographic Research in an amount not,to exceed $27,500, and authorize the City
Attorney to make non -substantial changes if necessary; authorize the Mayor and
City Clerk to execute the contract when notified by the City Attorney.
Alternative Action(s): Do not select the Center for Demographic Research at California
State University, Fullerton to conduct the City's mobile home market study.
REQUEST FOR COUNCIL ACTION
MEETING DATE: 8/21/00 DEPARTMENT ID NUMBER: ED 00-38
Analysis: For the past few years, residents of the City's 18 mobile home parks have
informed the City Council of what they perceive to be excessive rent increases. Many of
these residents have appealed to the Council for a mobile home park rent stabilization
ordinance. As a result of these requests, the Council established an advisory board in
1994 consisting of park owners, park residents, and unassociated Huntington Beach
residents and gave to the board the task of studying the rent issue and reporting back to
the Council with a recommendation.
Because the Mobile Home Advisory Board (MHAB) has not met for the past ten months,
mobile home park residents have returned to the Council with renewed requests for Council
intervention. In response to these requests, the Council directed staff on April 3, 2000 to hire
a consultant to conduct a market study to determine whether or not a rent stabilization
ordinance is needed in Huntington Beach.
A Request for Proposals was issued by the Economic Development Department on April 14,
2000 in response to which four firms submitted proposals. Because each of the applicants
appeared qualified and the proposals were very similar, staff interviewed each of the
consultants. A panel consisting of the Administrative Services Department and the Economic
Development Department along with the Council Liaisons to the MHAB participated in the
interviews where applicants were given an opportunity to describe their proposal and to
demonstrate their qualifications to conduct the study.
Each of the four proposals priced the market study by the various individual components of
the study, as was requested by the Council. A summary of the price per component for each
of the applicants is attached to this RCA. The proposal submitted from the Center for
Demographic Research, a nonprofit research foundation at the California State University,
Fullerton recommended the most thorough study. The Cal State Fullerton group will conduct
the market study with personal interviews or mail surveys of every mobile home park resident
in the City. This proposal was also the lowest priced of the four received. For these reasons,
and because the Center for Demographic Research is a local nonprofit foundation with no
prior involvement with mobile home park owners or residents, the staff panel has selected
this applicant to conduct the study.
At this time, staff requests authorization to negotiate a professional services contract with the
Center for Demographic Research. In addition, Council is requested to appropriate $27,500
from the General Fund to pay for the study. Council is further requested to give authority to
the Mayor and City Clerk to execute the professional services contract upon completion of
the contract by the City Attorney.
COUNCIL POLICY REGARDING REQUESTS FOR AN APPROPRIATION OF FUNDS:
As adopted by the City Council in March 1998, all requests for appropriation of funds must
meet one of the following criteria: 1) the request is for an unanticipated emergency, 2) the
request is required to meet labor negotiations, or 3) the request will be offset by related new
Csuf rca -2- 8113/00 1:13 PM
REQUEST FOR COUNCIL ACTION
MEETING DATE: 8/21/00 DEPARTMENT ID NUMBER: ED 00-38
The new appropriation being requested is for an unanticipated emergency and is requested
at the direction of the Council.
Environmental Status: NIA
Attachment(s):
1. Analysis of Market Study Proposals
2. Copy of Proposal Submitted by the Center for Demographic
Research, California State University, Fullerton
3. 1 Fiscal Impact Statement
RCA Author: HOLTZ (5901)
Csuf rca -3- 8113100 113 PM
Analysis of Market Study Proposals
T A-' C1.1i His
Analysis of Proposals to Conduct
a Mobile Home Market Study
Cal State Fullarton
Kenneth Saar
Rea & Parker Research
RSG Inc.
Foundation
Interview park
Interview park
Interview park
Interview park managers
managers; mail survey
managers; mail surrey
managers; mail survey
& 500 park residents;
Sampling Method
sample of residents
sample of residents
sample of residents
mail survey all residents
not interviewed
Task t: Obtain the vacancy rate (pads and
unoccupied units) of mobile home parks
$2,000
$2,500
$4,000
$2,000
throughout Huntington Beach and by park
Task 2: Determine how many homes have
been on the market for three months or
$1,500
$2,500
$4,000
$1,500
longer
Task 3: Obtain the rental rates of mobile
home parks within Huntington Beach and
what amenities are included in the rental
$2,500
$16,950
$4,000
$1,500
rates (including utilities, facilities, location,
densi etc.
Task 4: Document the history of rent
increases of mobile home parks for the
entire City and by park since 1990,
$4,D00
$3,500
$5,000
$3,000
compere to the Consumer Price Index over
the same period
Task 6: Determine the "total housing cost"
for mobile homes throughout the City and
by park, showing the dollar amount with and
without mortgage payments (determine the
average for each mobile home park); total
housing coats are defined as the pad rental,
$2,000
$16.950
$6,000
$3,000
mortgage payments, water and sewer fees,
electricity fees, gas fees, and any other fees
that may be charged by a mobile home park
owner
E
8
Task 6: Conduct a census of the age and
income of the residents of all mobile home
$27 OOD
$16,950
$8,000
$12,500
parks throughout the City and by park
N
Task 7: Document all assistance programs
available to mobile home residents for rent
and utilities and the number (and
$750
$19.450
$750
$1,000
percentage) of mobile home owners that
are using these programs in Huntington
Beach
Task 8: Document the number of mobile
homes foreclosed, sold (including sales
price&), abandoned, sold in lieu of
foreclosure, or rented since 1990
$4,500
$3,750
$1,500
$1,500
throughout the City and by mobile home
park; compare the findings to single family
home foreclosures using the same criteria
Task 9: Document the number and
percentage of long term leases (over one
$2,000
$2,500
$4,000
$1,500
Year) mobile home park
'cask 10: Determine the number of mobile
home residents by park whose Huntington
Part of task 6
$16,950
$8,000
Part of task 6
Beach mobile home is not their primary
residence
Subtotal
$46,250
$102.000
$45,000
$27, 500
Discount for Economies of Scale for
$3 500
$69,800
$16,500
None
performing all tasks
-
Total Fee
$42,750
32,200
$28.500
$27,500
Date Available to Begin
21 days after City
Immediately
120 days after City
Immediately
approval
approval
Date of Anticipated Completion
9 weeks
3 months
4 months
4 months
Copy of Proposal Submitted by the Center for Demographic
Research, California State University, Fullerton
.-'�ATT C'.H"' :.T'. #
I
MARKET STUDY OF
MOBILE HOMES
IN
HUNTINGTON BEACH
SUBMITTED TO
The City Of Huntington Beach
Economic Development Department"
5'h Floor, City Hall
2000 Main Street
Huntington Beach, Ca 92648
Submitted By
Center for Demographic Research
California State University, Fullerton
Fullerton, California 92834
Tel: (714) 278-3417
Fax: (714) 278-1347
Email wgayk@fullerton.edu
L:M
I. PROJECT OBJECTIVES
The City of Huntington Beach contains 18 mobile home parks. Residents of these parks
have requested a market study of mobile home parks in the City focusing on the factors
associated with the cost of inobile home housing. In response to the request, the City
Council established an advisory board in 1994 consisting of park owners, park residents
and unassoeiated Huntington Beach residents. This board was given the responsibility to
study the rent control issue and report back to the Council with a recommendation. This
Mobile Home Advisory Board has not met for the past six months, which has heightened
the demands from mobile home park residents for City Council intervention. The
objective of this study is to conduct a survey to obtain information and prepare an
analysis on mobile home rents and the mobile home market in the City of Huntington
Beach.. Information generated by this study will be used to deliberate the issue of mobile
home rent control and to serve as the basis to justify the establishment of a rent control
ordinance.
a
11. CONSULTING TEAM
N
The study will be conducted by a research team composed of staff from the
. Center for Demographic Research and Ralph Castaneda & Associates. The Center for
Demographic Research is research center affiliated with California State University,
Fullerton and is administered through the California State University, Fullerton
Foundation a non-profit organization. Ralph Castaneda & Associates is a private
planning consulting located in Yorba Linda, California The Center for Demographic
Research will have the lead role in this study. It is located at 2600 E. Nutwood Ave.
Fullerton, CA 92834 and can be reached at (714) 278-3417.
William Gayk, Ph.D. will serve as the Principal Investigator on this project. Dr.
Gayk is Director of the Center for Demographic Research. He will be responsible for the
overall research design, development of the questionnaire, sampling methodology,
preparation of the report, presentation of the results, and management of the project.
While at the Center for Demographic Research, Dr. Gayk has designed and been
responsible for two surveys conducted for the City of Anaheim, and another for UCLA.
Prior to coming to the Center for Demographic Research, Dr. Gayk was on the staff of
the Orange County Executive Office and served as the manager of the Forecast and
Analysis Center. While with Orange County, Dr. Gayk directed several surveys of
Orange County residents, businesses and governmental agencies. Ralph Castaneda Jr.
will be brought onto the research team as a Research Associate to assist in identifying the
information needs for a rent control ordinance and to help in the preparation of the final
report. Ralph Castaneda, Jr. graduated from California State University, Fullerton with a
bachelor's degree in Political Science and holds a master's degree in city and regional
planning from the University of California, Berkeley. Mr. Castaneda has been on the
staff of the Ventura County Planning Department, Orange County Planning Department,
and the Orange County Executive Office. Prior to establishing Castaneda & Associates,
he had been on -the staff of two planning consultant firms. Scott Martin will serve as the
Project Manager. Mr. Martin has been affiliated with the Center for Demographic
A
LI
4
I
Research for two years and managed the City of Anaheim CDBG Income survey. Prior
to coming to the Center for Demographic Research, Mr. Martin served as a supervisor for
the CSUF Social Science Research Center for over. five years. Mr. Martin served as a
project manager in his final two years where he managed and supervised numerous
surveys. He will be responsible for the hiring and training of the interviewer staff and
will manage the field work. Deborah Stickley will conduct all the interviews of the
mobile home park owners/operators. Deborah is a Demographic Analyst with the Center
for Demographic Research. She has considerable experience collecting data and
information from public and private agencies. In addition, she brings to the team a strong
proficiency with SPSS.
The current hourly rates for the Center for Demographic Research staff are listed
below. These rates are the fully encumbered rates that include the base salary, benefits
and the 25% overhead rate required by the CSUF Foundation.
Classification Hourly Rate
Director $58,00
Research Associate $27.35
Demographic Analyst $25.75
Administrative Analyst $23.50
Supervising interviewer $12.50
Interviewer $9.35
The Center for Demographic Research
The Center for Demographic Research (CDR) was initially established in 1996 to
ensure Orange County continues its presence in the development and support of
M
demographic information. The primary goal of the CDR is to provide accurate and timely
information regarding population, housing, and employment characteristics to public
agencies, local jurisdictions and regional planning authorities, as well as private citizens
and industry. The CDR's activities are located at California State University, Fullerton,
ensuring data consistency through the maintenance of a centralized data source of Orange
County demographic characteristics. As a bridge between public and private agencies, the
CDR fosters mutual cooperation and achievement of goals in an efficient, cost-effective
manner. The CDR is a joint partnership between the County of Orange, the Orange
Count Division of the League of California Cities, the Orange County Sanitation
Y la g tY
Districts, the Transportation Corridor Agencies, the Orange County Transportation
Authority, the Municipal Water District of Orange County, the Orange County Water
District, the Coastal Municipal Water District, and California State University, Fullerton.
iIn addition to publishing the Orange County Progress Report and Orange County
aProjections the CDR produces specialized analyses for public agencies in Southern
California, including the California State university System, Santa Ana River Planning
1 Authority, and the Southern California Association of Governments. The CDR is a
leader in Southern California in the development and the application of state-of-the-art
demographic, land use modeling methods, and geographic information systems.
As a resource to its sponsors and other agencies throughout Southern California,
g
the Center for Demographic conducts surveys and prepares analyses dealing with a broad
spectrum of topics including demographic and economic characteristics, behavior, needs,
1 attitudes and opinions. Clients have included the City of Anaheim, UCLA, the County of
Orange, and the Hospital Association of Southern California.
a
Castaneda & Associates
Cataneda & Associates 'specializes in consulting services to cities, affordable
housing private developers, and nonprofit housing organizations. During the course of
preparing numerous housing elements, the firm has completed several motile home park
rent surveys. Castaneda & Associates also was responsible for the housing and relocation
impact analysis on the closure of mobile Dome parks located in Malibu, Laguna Beach
and Dana Point. The has also completed several studies on the impact of road way
improvements on mobile home parks — Santa Ana Freeway widening alternatives, Harbor
Boulevard Smart Street, and Foothill Corridor South.
III. EXPERIENCE
Anaheim CDBG Income Survev I
This survev was conducted between December 1997 and April 1998. The purpose of the
survey was to determine whether five neighborhoods in Anaheim met HUD income
criteria to qualify them for CDBG funding. Questions were also asked regarding the
conditions of housing, and neighborhood problems. Over 1,300 housing units were
randomly selected from lists of residential addresses in each of the five neighborhood.
These lists were compiled by the research team by walking the neighborhoods and
recording the address of each home and apartment in the neighborhood. The surveys
were administered door-to-door by a team of two interviewers. A short ten -item
questionnaire was used which gathered information on problems in the neighborhoods,
needed improvements, household demographics, and income levels. A generalized report
was prepared, as well as specific analyses as required by HUD.
5
Anaheim CDBG Income Survey II
This survey was conducted between July 1999 and December 1999. The purpose of the
survey was to determine whether four additional neighborhoods in Anaheim met HUD
income criteria to qualify them for CDBG funding. Questions were also asked regarding
the conditions of housing, and neighborhood problems. Over 1,400 housing units were
randomly selected in from lists of residential addresses in each of the four neighborhoods.
These list were compiled by the research team by walking the neighborhoods and
recording the address of each home and apartment in the neighborhood. The surveys
were administered door-to-door by a team of two interviewers to 848 households. A
short ten -item questionnaire was used which gathered information on problems in the
neighborhoods, needed improvements, household demographics, and income levels. A
generalized report was prepared with recommendations on the neighborhoods qualifying
for HUD CDBG funding.
La Colonia Indenendencia Neighborhood Survey
This survey was conducted in April 2000. The purpose of the survey was to assess the
residents' perceptions of neighborhood problems and the effectiveness of services, both
ipublic and community based, in the neighborhood. A brief ten -item questionnaire was
N
administered to approximately 150 households. Every housing unit in the neighborhood
was contacted. A report is currently being prepared for the County of Orange.
IV. REFERENCES
Mr. Brent D. Schultz
Redevelopment/Housing Development Manager
Community Development
City of Anaheim
201 S. Anaheim Blvd., Suite 1003
Anaheim, CA 92905
(714) 765-4300 EXT. 4311
City Project Manager for Anaheim CDBG Survey
I
i�
Takashi Makinodan, Ph.D,
Director, UCLA/VA/RAND MEDTEP for A/PI
11301 Wilshire Boulevard
Building 115, Room 328
Los Angeles, CA 90073
(310) 794-0695
Client for a Health Survey of Vietnamese residents in Orange County
Jeffrey G. Corp, Director
Community Programs Division
Orange County Probation Department
160 W. Cerritos Ave., Bldg 4
Anaheim, CA 92805
(714) 687-6703
County Project Manager for La Colonia Idenpendeia Survey
V. PROJECT '4.PROPOSAL
Technical Approach
The Scope -of -Work will focus on the 10 Work Tasks listed in the Request -for -
Proposal. The Consultant Team recognizes that the information collected by the Study
will be used to 1) deliberate the need for mobile home rent control and 2) justify the
findings necessary to establish a rent control ordinance. Since this is the ultimate purpose
of the Study, the Consultant Team will work closely with City staff at the beginning of
the work program to ensure that the survey questionnaires are structured to collect the
kind of information that will identify the need for mobile home rent control. In addition,
we will work with the staff, including the City Attorney's office, to identify the
information needed to enable the City to make the findings necessary to justify
establishing a rent control ordinance.
The Consultant team proposes to design and conduct three surveys. The
population for the first survey will be the owner/operators of the IS mobile home parks.
7
It is anticipated that these interviews will be lengthy and arc likely to involve
considerable follow up. These interviews will focus on such topics as the vacancy rates,
mobile homes on the market, rental rates, rent increases, total housing cost, assistance
programs, foreclosures, etc. The population for the second survey will a random sample
of 500 mobile home households. A sample of this size would ensure a margin of error at
least less than 5%. This sample of mobile home residents will be interviewed face-to-
face at their home. These interview will focus on obtaining information housing costs,
rent increases, and types of leases, but will also include questions on the age and income
of the residents. The third survey will be a mail -out mail -back survey to enumerate all
the residents of the mobile home parks residents not in the sample of 500 mobile home
households regarding their age and income. This third survey is proposed as a cost
containment approach. The cost of a mail -out mail -back survey is considerably less than
a door-to-door survey.
i
ie
Scope of Work
Task 1: Meet and Confer with City Staff
The Consultant will meet with City Staff and identify the exact
information needs required by the City.
Task 2: Design Questionnaires
The Consultant will draft the questionnaires based on the information
needs identified in Step 1. Drafts of the questionnaires will be provided to
City staff and other parties as deemed appropriate by the City for review
and comment. Based on the review and comment, the draft questionnaires
will be revised.
1 Task 3: Identify Household Addresses
Utilizing the maps provided in the Request for Proposal, the consultant
will visit each mobile home park and record the address of each mobile
home.
Task 4: Select Random Sample of Households
A computerized data base will be created of all the mobile home
addresses. Using the Statistical Package for the Social Sciences (SPSS)
software, the initial sample of 500 mobile homes software will be
generated, using a special function for generating random samples.
Task 5: Conduct Face -to -Face Interviews
Trained interviewers will interview the randomly selected mobile; home
households face-to-face at their residence. Interviewers will visit the
mobile home parks on different days and different times to maximize the
chances of contacting a household member. In the event that a household
needs to be retired from the sample because of a refusal to participate or
1
non -contact; it will be replaced with another randomly generated
household.
Task b: Mail -out Mail -hack Survey
Questionnaires will be mailed to all households not included in the
randomly selected households with stamped return envelopes. Follow up
P
0
h1
procedures and a second and possibly a third mailing will be implemented
to ensure there is an adequate response rate.
Task 7: Interview Mobile Home Park Owners/Operators
Working with City staff, a comprehensive list of the owners/operators of
the mobile Dome parks will be compiled. N, 4eetings with each of these
owners/operators will be scheduled for the purpose of conducting the
interviews. A team consisting of a Research Associate and an Interviewer
will attend the meetings and conduct the interviews.
Task 8: Tabulation and Data Analysis
The surveys will be reviewed for completeness. If there is a need for
clarification or corrections on a particular survey, steps will be taken to
clarify or correct the errors. In the event, there are open ended questions,
these will be coded into closed ended categories.. Each completed survey
will be entered into a SASS data base. Using SPSS, the results of the
surveys will be tabulated.
Task 9: Report Preparation
A draft report presenting the results of the study will be prepared.
The draft report will be provided to City staff for review and comment.
The Consultant will meet with City staff to discuss the comments. Based
on these discussions, a final report will be prepared along with a Power
Point presentation. Ten copies of the report will be made available to the
r City along with an electronic version. The City will also be provided a
copy of the SPSS data if requested.
Task 14: Present Results
I
J
I
The Consultant will make up to three presentations of the results from the
survey.
10
Not -to -Exceed puote
The not -to -exceed quote presented below is based on conducting the three surveys and
allocating those costs to each component. The cost of a survey is influenced mostly by the data
collection method and the number in the sample, not so much on the length of the survey. If
there is a need to curtail the cost of the study, it is recommended that focus be place on the
sample sizes for the face-to-face and mail -out mail -back surveys.
Component Fee
1
$2,000
I 2
11,500
3
$1, 5001
4
$3,000
5
$3,000
6
$12,500
7
$1,000
8
$1,500
9
$1,500
Total Fee
$27,500
Date Available and Time Required
The Consultant team is available immediately. It is anticipated that this study will take
sixteen weeks to complete.
Insurance Requirements
The fiscal and administrative agent for the Center for Demographic Research is the
California State University, Fullerton Foundation. The CSUF Foundation does meet the
insurance requirements stipulated by the City.
IVI. RESUMES
12
William F. Gayk
Center for Demographic Research
California State university, Fullerton
Phone (714) 278-3417
FAX (714) 278-5091
e-mail wgayk@fullerton.edu
IExperience
• Research and policy analysis related to social, economic, health, housing,
environmental programs and issues.
I• Short- and long-range program and infrastructure planning and financing.
• Development of demographic and economic estimates and projections for land -use
and transportation models.
• Processing large administrative data bases.
• Geographic and spatial analysis.
• Survey research and program evaluation.
Fork Experience
• Director - Center for Demographic Research, California State University, Fullerton
1996 - present
• Principal Staff Analyst - Planning Division, Orange County Environmental
Management Agency, 1995 - 1996
• Manager - Forecast and Analysis Center, Orange County Administrative Office, 1994
-1995
• Chief County Demographer, Forecast and Analysis Center, Orange County
Administrative Office, 1992 - 1995
• Senior Staff Analyst, Forecast and Analysis Center, Orange County Administrative
Office, 1980 - 1992
• Senior Research Analyst, Forecast and Analysis Center, Orange County
Administrative Office, 1977 - 1980
• Research Analyst, Forecast and Analysis Center, Orange County Administrative
Office, 1974 - 1977
13
Education
University of California, Riverside
1992 Ph.D. Sociology
California State University, Hayward
1971 M.A. Sociology
California State University, Hayward (Sociology)
1969 B.A. Sociology
14
Scott P. Martin
7888 La Corona Way
Buena Park, CA 90620
smartin@fullerton. edu
(714)522-7789
SUMMARY
Research professional with six years of experience providing professional and technical
assistance in the planning and promotion of grant evaluations for nonprofit organizations
seeks employment.
WORK HISTORY
Research Associate —May 1998 to Present
CENTER FOR DEMOGRAPHIC RESEARCH
- Managed the collection of housin ; data for the City of Anaheim.
- Formulated reports and presentations to clients based upon collected data.
- Conducted an evaluation of youth programs sponsored by the Orange County
Probation Department and the Department of Education.
- Developed and maintained databases of targeted information.
- Managed a staff of Research Assistants responsible for data collection.
- Participated in the preparation and monitoring of budgets and expenditures.
- Traveled to various sites in California to present findings.
Project Manager —.fan 1996 to May 1998
SOCIAL SCIENCE RESEARCH CENTER
- Directed evaluation efforts of the Santa Ana Unified School District's School -to -
Career program designed to help underprivileged minors make better career choices,
- Managed a multi-lingual research facility at CSU Fullerton.
- Aided Director with project design and future grant applications.
- Trained Supervisors and Research Assistants on evaluation techniques.
- Hired and terminated research staff.
Research Supervisor —March 1994 to ,fan 1996
SOCIAL. SCIENCE RESEARCH CENTER
- Monitored the productivity of the staff during the evening shift.
- Created shift schedules for Research Interviewers.
- Trained Research Interviewers to collect proper data.
Research Interviewer —Oct 1993-March 1994
SOCIAL SCIENCE RESEARCH CENTER
- Collected data via telephone, person -to -person, and mail survevs.
- Entered data into a variety of software applications.
SKILLS
Proficient with IBM compatible computers
Excellent written and oral communication skills
- Knowledgeable of a variety of software applications
15
' EDUCATION
CALIFORNIA STATE UNIVERSITY, FULLERTON
Bachelor of Arts Degree in American Studies and History
L
I
J
I
16
e
11
9
EDUCATION
Sept. 1999
Deborah M. Stiddey, M.A.
2600 E. Nutwood Ave., Suite 750, Fullerton, CA 92834
714-278-4596, 714-278-1396 fax, ds6ck!cv9,fullcrron,Cdu
M.A. Sociology, CSU Fullerton
B.A. Sociology, CSU Fullerton
May 1996
Master's thesis focused on quantitative evaluation of children's attitudes
towards volunteers in an elementary school computer lab; education includes
data analysis, applied research, survey development, and social theory; utilized
computer skills in SPSS, Word, Excel, PowerPoint, Outlook, Eudora.
EXPERIENCE Center for Demographic Research, CSU Fullerton
Oct. 1999 —present
Demographic Analyst, Data management of the Orange County Projections,
organization of and representative at OCP jurisdiction meetings, primary data
contact for all jurisdictions throughout the OCP process; assist in the completion
of the annual Housing Inventory System; provide information for data requests;
Dean of Students, CSU Fullerton
Aug. 1999 — Oct. 1999
Associate Coordinator, Community -based Learning Programs, supervise 12
student -ruts and initiaied service projects; advise 19 student project directors;
responsible for coordinating and implementing the America Reads and Counts
program, increased participation from 4 to 45 work-study students; assist in the
placement of 150 Fullerton First Year students in service -learning sites;
implemented a corporate volunteer partnership program with the General
Electric Company Elfuns; responsible for overseeing Stanford Service Learning
2000 Gran'..
Community -based Learning And Service Center, CSU Fullerton
Dec. 1991 - Aug. 1999
Ruby Circuit Project Director, created and coordinated volunteer computer
mentoring program at local elementary school. Recruited and trained over 90
college student volunteers; developed protocol which the volunteers used to
teach the children computer programs; developed tracking system for volunteer
hours. Instituted Ruby Circuit into CLASC ir. August 1998. Interviewed and
recruited new project director.
Costco Wholesaie, lndustry, CA
June 1994 - Aug. 1999
Photo Technician, assisted in daily operations of lab including purchasing,
equipment maintenance, cashiering, and customer relations.
Fullerton Junior College, Fullerton, CA
Aug. 1998 - May 1999
Intern Teacher, assisted in lesson presentation, group facilitation, and class
organization.
17
Outreach Concern, Inc., Santa Ana, CA
Sept. 1996-- June 1997
Intern Counselor, counseled revolving caseload of 40 K-8 students under
supervision of licensed therapist; counseled students in academics, social, and
familial problems, and facilitated/mediated family interventions.
Los Robles Elementary School, Hacienda Heights, CA
Sept. 1995 -Dee. 1995
Volunteer Teacher's Aide, tutored 20 first grade students in reading and
vocabulary development, class projects, and assignment organization.
PROFESSIONAL
PRESENTATIONS Pacific Sociological Association, San Diego, March 2000; "Effects of Volunteer
Presence on Children's Attitudes in an Elementary School Computer Lab."
Student Leadership Institute Workshop, Fullerton, Oct. 1999; "Legal Issues in
Public Service."
Society of Applied Sociology, Denver, Oct. 1998; "Fascination in the Computer
Lab: Sociology Students Tutoring Elementary School Kids."
Pacific Sociological Association, San Francisco, April 1999; "Computers and
College Students at Ruby Drive Elementary: Creating Social and Community
Connections."
COMPUTER
PROGRAMS Proficient in the use of PC and Mac operating systems, SPSS, Microsoft Excel,
Outlook,
Word, PowerPoint, Quark XPress, Eudora, Internet search engines.
Fiscal Impact Statement
CITY OF HUNTINGTON BEACH
INTERDEPARTMENTAL COMMUNICA TION
To: Ray Silver, City Administrator
From: John Reekstin, Director of Administrative Services
Subject: FIS 2000-58 — Approve the Contract with Cal State Fullerton
for the Mobile Home Market Study
Date: August 8, 2000
As required by Resolution 4832, this Fiscal Impact Statement has
been prepared for "Approve the Contract with Cal State Fullerton for
the Mobile Home Market Study".
If the City Council approves this request (total appropriation
$27,500), the estimated unreserved, undesignated General Fund
balance at September 30, 2000 will be $9,382,795.
J�xl
JoA Reekstin,
Director of Administrative Services
. u prent
ra Fu:..:..:.:..:..:... . ..... ....
Beginning Fund Balance 10/1/99 (audited)
$ 11,734,000
S 19,291,000
Plus: Estimated Revenue
114,110,841
114,110,841
Less: Estimated Expenditures
(120,169,841)
(120,169,841)
Pending/A proved FIS's:
(3,821,705)
Less: FIS 2000-4B
-
(27,500
Estimated 9/30/00 Balance
$ 5,675,000
$ 9,382,795
ESTIMATED GENERAL FUND BALANCE
- SEPTEMBER 30,2000
$10,000,000 7 .. ...... . . ...
$9,000,000 -
$8,0007000
$7,000,000
$6,000,000 $9,382,796
$5,000,000
$47000,000 $6,676,000 1
$3,000,000
$2,000t000 Y
$1 1000,000
$- v v
ADOPTED BUDGET CURRENT
ESTIMATE
Hje
4 CITY OF HUNTIINGTON BEACH
INTER -DEPARTMENT COMMUNICATION
HUNTINCTON BEACH Connie Brockway, City Clerk
Office of the City Clerk
Liz Ehring, Deputy City Cleric II
To:
Date: L l l re) Meeting Date: F �5;eo
Proposed City_CQ ncil Agenda Items: The City Clerk's
Agenda Item:!
Office/City Administrator's Office must retu n your
agenda item due to the following requirements that have not been met. When your Agenda Item is ready to
resubmit, please return to: Elaine Kuhnke, Management Assistant, Administration
I.
Signature(s) Needed
A
On RCA
B
On Agreement
C
Other
2.
Attachments
A
Missing
B
Not identified
C
Other
r
3.
Exhibits
A
Missing Al A
B
Not identified
C
Other
4.
Insurance Certificate (Proof Of Insurance)
A
Not attached
B
Not approved by City Attorney's Office
C
Signed form notifying City Clerk that departmYd will be responsible for obtaining insurance certificate on this iteni. (See form attached]
I-
Wording On Request For Counci ction (RCA) Unclear
A
Recommended Action on RCA t complete
_B
Clarification needed on R
C
Other
f T -
6.
City Attorney Approval Required
7.
Agreement Needs To Be Changed
A
Page No.
8.
Other
G 9g9nda)ml5rlr^atarm
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'��'�'-�✓ Ste' �� ' ��`'� � � �
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a-rrj-"f--eQ r r.
RCA ROUTING SHEET
INITIATING DEPARTMENT:
Economic Development
SUBJECT:
Selection of Consultant to Conduct a Mobile Home Market
Study and Appropriation of Funds to Pay for the Stud
COUNCIL MEETING DATE:
August 21, 2000
RCA ATTACHMENTS ' - _:
- STATUS
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 by the City Atfome
Not Applicable
Subleases, Third Party Agreements, etc.
(Approved as to form by City Atfome
Not Applicable
Certificates of Insurance (Approved bX the City Attome)
Not Applicable
Financial Impact Statement Unbud et, over $5,000
Attached
Bonds (If applicable)
Not Applicable
Staff Report If applicable)
Not Applicable
Commission, F3oard or Committee Re ort If applicable)
Not Applicable
Findings/Conditions for Approval and/or Denial
Not Applicable
EXPLANATION FOR MISSING -ATTACHMENTS
REVIEWED
-RETURNED
FORWARDED
Administrative Staff
Assistant City Administrator Initial
City Administrator Initial
City Clerk
EXP ANATION FOR RETURN OF ITEM:
3 w % d',