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HomeMy WebLinkAboutItem 7.4 Housing Element Consultantor 19 82 /ii � 111 DATE: TO: FROM: STAFF REPORT CITY COUNCIL July 16, 2013 Honorable Mayor and City Councilmembers Joni Pattillo City Manager""' CITY CLERK File #600 -30 SUBJECT: Consulting Services Agreement with Veronica Tam & Associates for the preparation of the 2014 -2022 update to the General Plan Housing Element Prepared by Mamie R. Delgado, Senior Planner EXECUTIVE SUMMARY: State law requires that the General Plan Housing Element be updated by January 31, 2015 for the 2014 -2022 planning period. The current Housing Element was adopted in 2010 for the 2007- 2014 planning period. Staff is proposing to enter into a Consulting Services Agreement with Veronica Tam & Associates to assist with the preparation of the Housing Element update. FINANCIAL IMPACT: Funds for a consultant to assist with the Housing Element update and related environmental review have been approved under the Fiscal Year 2013/2014 Community Development Department Budget. RECOMMENDATION: Staff recommends that the City Council receive the report; and adopt a Resolution approving a Consulting Services Agreement with Veronica Tam & Associates to prepare the 2014 -2022 update to the General Plan Housing Element. Submitted By Director of Community Development DESCRIPTION: Reviewed By Assistant City Manager Each governing body (i.e. City Council) of a local government in California is required to adopt a comprehensive, long -term general plan for the physical development of the city. The housing element is one of the seven mandated elements of the local general plan. Housing element law, enacted in 1969, mandates that local governments adequately plan to meet the existing and projected housing needs of all economic segments of the community. The law acknowledges that, in order for the private market to adequately address housing needs and demand, local Page 1 of 3 ITEM NO. 7.4 governments must adopt land use plans and regulatory systems which provide opportunities for, and do not unduly constrain, housing development. As a result, housing policy in the State rests largely upon the effective implementation of local general plans and, in particular, local housing elements. Housing element law also requires that the Department of Housing and Community Development (HCD) review local housing elements for compliance with State law and to report its written findings to the local government. State Law requires that Housing Elements include the following: • Housing Needs: Housing element law requires local governments to adequately plan to meet their existing and projected housing needs, including their share of the regional housing need. The housing needs analysis includes quantification and descriptive analysis of the specific needs and resources available to address identified needs. • Sites Inventory /Analysis: Government Code Section 65583(a)(3) requires local governments to prepare an inventory of land suitable for residential development, including vacant sites and sites having the potential for redevelopment, and an analysis of the relationship of zoning and public facilities and services to these sites. The inventory of land suitable for residential development is used to identify sites that can be developed for housing within the planning period. • Constraints: The element must also identify and analyze potential and actual governmental constraints to the maintenance, improvement, or development of housing for all income levels, including housing for persons with disabilities. The analysis identifies the specific standards and processes and evaluates their impact, including cumulatively, on the supply and affordability of housing. The analysis determines whether local regulatory standards pose an actual constraint and must also demonstrate local efforts to remove constraints that hinder a jurisdiction from meeting its housing needs. • Program Requirements: Programs are the specific action steps each locality will take to implement policies and achieve stated goals and objectives. Programs are required to include time frames, an identification of agencies and officials responsible, a description of the local government's specific role in implementation and whenever possible, specific measurable outcomes. Programs and policies should reflect the results of the local government's evaluation of existing and projected housing needs. In December 2012, HCD adopted the Housing Element Update Guidance. The Guidance is intended to streamline the State's review of local Housing Elements and includes a "completeness checklist" to ensure that local jurisdictions address all statutory requirements. The streamlined review process is available to jurisdictions that obtained an HCD - certified housing element in the last cycle and completed basic program implementation. Staff anticipates that Dublin's Housing Element will qualify for the streamlined update. Dublin's current Housing Element was certified by HCD in 2010 and basic program implementation has been accomplished. Page 2 of 3 SCOPE OF CONTRACT SERVICES: Staff is proposing to enter into a Consulting Services Agreement with Veronica Tam & Associates to assist with the preparation of the 2014 -2022 Housing Element update (Attachment 1). The scope of services includes the following: 1) Evaluating the current housing element. 2) Preparing a needs analysis including demographics, income and employment trends; household characteristics; housing stock characteristics; special housing needs; and energy conservation. 3) Identifying housing resources and opportunities including an inventory of vacant/underdeveloped land; financial and administrative resources; and opportunities for energy conservation. 4) Identifying housing constraints including governmental and non - governmental constraints to housing production. 5) Revising the housing policy program and quantified objectives. 6) Preparing the draft Housing Element and being the liaison to the State Department of Housing and Community Development. 7) Preparing the final Housing Element. As reflected in the scope of services for the Housing Element update, Veronica Tam & Associates have a clear understanding of the project scope including Housing Element Law and the recently adopted streamlined process. Ms. Tam has demonstrated the ability to prepare Housing Element updates that comply with State law in a timely and cost effective manner and has extensive experience in preparing Housing Elements for other California jurisdictions. The City previously contracted with Ms. Tam to prepare our current Housing Element. The timeline for completion of the updated Housing Element is 12 -18 months. Upon approval of the consulting services agreement, work would begin with data collection followed by public workshops in fall 2013. A draft of the updated Element is expected to be complete in winter /spring 2014 and presented to the Planning Commission and City Council prior to submitting to the State for review. Environmental review would begin while State review of the updated Housing Element is underway. Upon receiving State acknowledgement of Housing Element compliance, adoption hearings would be scheduled with the Planning Commission and City Council. Following adoption, the Housing Element would be submitted to the State for formal certification. NOTICING REQUIREMENTS /PUBLIC OUTREACH: A public notice is not required for approval of a Consulting Services Agreement. ATTACHMENTS: 1. Resolution approving a Consulting Services Agreement with Veronica Tam & Associates to prepare the 2014 -2022 update to the General Plan Housing Element, with the Consulting Services Agreement Page 3 of 3 RESOLUTION NO. XX - 13 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN * * * * * * * * * ** APPROVING A CONSULTING SERVICES AGREEMENT WITH VERONICA TAM & ASSOCIATES TO PREPARE THE 2014 -2022 UPDATE TO THE GENERAL PLAN HOUSING ELEMENT AND AUTHORIZING THE CITY MANAGER TO SIGN THE AGREEMENT WHEREAS, periodically the State of California requires that local Housing Elements be updated; and WHEREAS, the existing Housing Element was certified by the State of California Department of Housing and Community Development (HCD) in 2010; and WHEREAS, in updating the Housing Element, State law requires that local jurisdictions perform the following: 1) assess current and projected housing needs; 2) inventory land to determine the City's ability to meet the Regional Housing Needs Allocation (RHNA); 3) analyze factors that may constrain the development, improvement and preservation of housing; and 4) develop housing programs based on the assessment of housing needs, constraints and resources; and WHEREAS, a Scope of Services has been submitted by Veronica Tam & Associates to prepare the 2014 -2022 Housing Element update; and WHEREAS, as reflected in the Scope of Services, Veronica Tam & Associates has a clear understanding of the project scope including Housing Element Law and has demonstrated the ability to prepare Housing Element updates that comply with State law in a timely and cost effective manner; and NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin approves a Consulting Services Agreement with Veronica Tam & Associates to prepare the 2014 -2022 update to the Housing Element of the General Plan and authorizes the City Manager to sign the agreement attached as Exhibit A. PASSED, APPROVED AND ADOPTED this 16th day of July 2013, by the following vote: AYES: NOES: ABSENT: ABSTAIN: Mayor ATTEST: City Clerk CONSULTING SERVICES AGREEMENT BETWEEN THE CITY OF DUBLIN AND VERONICA TAM & ASSOCIATES FOR THE 2014 -2022 HOUSING ELEMENT UPDATE THIS AGREEMENT for consulting services is made by and between the City of Dublin ( "City ") and Veronica Tam & Associates ( "Consultant ") as of July 16, 2013, Section 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in the Scope of Services attached as Exhibit A at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail. 1.1 Term of Services. The term of this Agreement shall begin on July 16, 2013 and shall end on January 31, 2015, and Consultant shall complete the work described in Exhibit A prior to that date, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 8. The time provided to Consultant to complete the services required by this Agreement shall not affect the City's right to terminate the Agreement, as provided for in Section 8. 1.2 Standard of Performance. Consultant shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Consultant is engaged in the geographical area in which Consultant practices its profession. Consultant shall prepare all work products required by this Agreement in a substantial, first -class manner and shall conform to the standards of quality normally observed by a person practicing in Consultant's profession. 1.3 Assignment of Personnel. Consultant shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Consultant shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons. 1.4 Time. Consultant shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Section 1.2 above and to satisfy Consultant's obligations hereunder. Section 2. COMPENSATION. City hereby agrees to pay Consultant the hourly sum set forth in the Compensation Schedule contained in Exhibit A, notwithstanding any contrary indications that may be contained in Consultant's proposal, for services to be performed and reimbursable costs incurred under this Agreement. In the event of a conflict between this Agreement and Consultant's proposal, attached as Exhibit A, regarding the amount of compensation, the Agreement shall prevail. City shall pay Consultant for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City to Consultant for services rendered pursuant to this Agreement. Consultant shall submit all invoices to City in the manner specified herein. Except as specifically authorized by City, Consultant shall not bill City for duplicate services performed by more than one person. Consultant and City acknowledge and agree that compensation paid by City to Consultant under this Agreement is based upon Consultant's estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Consultant. Consequently, the parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and /or annuities to which Consultant and Consulting Services Agreement between July 16, 2013 City of Dublin and Veronica Tam & Associates Page 1 of 12 its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement. 2.1 Invoices. Consultant shall submit invoices, not more often than once a month during the term of this Agreement, based on the cost for services performed and reimbursable costs incurred prior to the invoice date. Invoices shall contain the following information: • Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice, etc.; • The beginning and ending dates of the billing period; • A Task Summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the percentage of completion; • At City's option, for each work item in each task, a copy of the applicable time entries or time sheets shall be submitted showing the name of the person doing the work, the hours spent by each person, a brief description of the work, and each reimbursable expense; • The total number of hours of work performed under the Agreement by Consultant and each employee, agent, and subcontractor of Consultant performing services hereunder, as well as a separate notice when the total number of hours of work by Consultant and any individual employee, agent, or subcontractor of Consultant reaches or exceeds 800 hours; • The Consultant's signature. 2.2 Monthly Payment. City shall make payments, based on invoices received, for services satisfactorily performed, and for authorized reimbursable costs incurred. City shall have 30 days from the receipt of an invoice that complies with all of the requirements above to pay Consultant. 2.3 Reserved. 2.4 Total Payment. City shall pay for the services to be rendered by Consultant pursuant to this Agreement. City shall not pay any additional sum for any expense or cost whatsoever incurred by Consultant in rendering services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement. In no event shall Consultant submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement, unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment. 2.5 Hourly Fees. Fees for work performed by Consultant on an hourly basis shall not exceed the amounts shown on the Compensation Schedule contained in Exhibit A. 2.6 Reimbursable Expenses. Payment shall be limited to the hourly rates contained in Exhibit A. No reimbursable expenses shall be paid. 2.7 Payment of Taxes. Consultant is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes. 2.8 Payment upon Termination. In the event that the City or Consultant terminates this Agreement pursuant to Section 8, the City shall compensate the Consultant for all outstanding costs and Consulting Services Agreement between July 16, 2013 City of Dublin and Veronica Tam & Associates Page 2 of 12 reimbursable expenses incurred for work satisfactorily completed as of the date of written notice of termination. Consultant shall maintain adequate logs and timesheets in order to verify costs incurred to that date. 2.9 Authorization to Perform Services. The Consultant is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator. Section 3. FACILITIES AND EQUIPMENT. Except as set forth herein, Consultant shall, at its sole cost and expense, provide all facilities and equipment that may be necessary to perform the services required by this Agreement. City shall make available to Consultant only the facilities and equipment listed in this section, and only under the terms and conditions set forth herein. City may furnish physical facilities such as desks, telephone service, filing cabinets, and conference space, as may be reasonably necessary for Consultant's use while consulting with City employees and reviewing records and the information in possession of the City. The location, quantity, and time of furnishing those facilities shall be in the sole discretion of City. Section 4. INSURANCE REQUIREMENTS. Before beginning any work under this Agreement, Consultant, at its own cost and expense, shall procure "occurrence coverage" insurance against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Consultant and its agents, representatives, employees, and subcontractors. Consultant shall provide proof satisfactory to City of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects to the City. Consultant shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Consultant's bid. Consultant shall not allow any subcontractor to commence work on any subcontract until Consultant has obtained all insurance required herein for the subcontractor(s) and provided evidence thereof to City. Verification of the required insurance shall be submitted and made part of this Agreement prior to execution. 4.1 Workers' Compensation. Consultant shall, at its sole cost and expense, maintain Statutory Workers' Compensation Insurance and Employer's Liability Insurance for any and all persons employed directly or indirectly by Consultant. The Statutory Workers' Compensation Insurance and Employer's Liability Insurance shall be provided with limits of not less than ONE MILLION DOLLARS ($1,000,000.00) per accident. In the alternative, Consultant may rely on a self- insurance program to meet those requirements, but only if the program of self- insurance complies fully with the provisions of the California Labor Code. Determination of whether a self- insurance program meets the standards of the Labor Code shall be solely in the discretion of the Contract Administrator. The insurer, if insurance is provided, or the Consultant, if a program of self - insurance is provided, shall waive all rights of subrogation against the City and its officers, officials, employees, and volunteers for loss arising from work performed under this Agreement. An endorsement shall state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits, except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. Consultant shall notify City within 14 days of notification from Consultant's insurer if such coverage is suspended, voided or reduced in coverage or in limits. Consulting Services Agreement between July 16, 2013 City of Dublin and Veronica Tam & Associates Page 3 of 12 4.2 Commercial General and Automobile Liability Insurance. 4.2.1 General requirements. Consultant, at its own cost and expense, shall maintain commercial general and automobile liability insurance for the term of this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000.00) per occurrence, combined single limit coverage for risks associated with the work contemplated by this Agreement. If a Commercial General Liability Insurance or an Automobile Liability form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from activities contemplated under this Agreement, including the use of owned and non -owned automobiles. 4.2.2 Minimum scope of coverage. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001. Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001 Code 1 ( "any auto "). No endorsement shall be attached limiting the coverage. 4.2.3 Additional requirements. Each of the following shall be included in the insurance coverage or added as an endorsement to the policy: a. City and its officers, employees, agents, and volunteers shall be covered as insureds with respect to each of the following: liability arising out of activities performed by or on behalf of Consultant, including the insured's general supervision of Consultant; products and completed operations of Consultant; premises owned, occupied, or used by Consultant; and automobiles owned, leased, or used by the Consultant. The coverage shall contain no special limitations on the scope of protection afforded to City or its officers, employees, agents, or volunteers. b. The insurance shall cover on an occurrence or an accident basis, and not on a claims -made basis. An endorsement must state that coverage is primary insurance with respect to the City and its officers, officials, employees and volunteers, and that no insurance or self- insurance maintained by the City shall be called upon to contribute to a loss under the coverage. Any failure of CONSULTANT to comply with reporting provisions of the policy shall not affect coverage provided to CITY and its officers, employees, agents, and volunteers. e. An endorsement shall state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits, except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. Consultant shall notify City within 14 days of notification from Consultant's insurer if such coverage is suspended, voided or reduced in coverage or in limits Consulting Services Agreement between July 16, 2013 City of Dublin and Veronica Tam & Associates Page 4 of 12 4.3 Professional Liability Insurance. Consultant, at its own cost and expense, shall maintain for the period covered by this Agreement professional liability insurance for licensed professionals performing work pursuant to this Agreement in an amount not less than ONE MILLION DOLLARS ($1,000,000) covering the licensed professionals' errors and omissions. 4.3.1 Any deductible or self- insured retention shall not exceed $150,000 per claim. 4.3.2 An endorsement shall state that coverage shall not be suspended, voided, canceled by either party, reduced in coverage or in limits, except after thirty (30) days' prior written notice by certified mail, return receipt requested, has been given to the City. 4.3.3 The policy must contain a cross liability or severability of interest clause. 4.3.4 The following provisions shall apply if the professional liability coverages are written on a claims -made form: a. The retroactive date of the policy must be shown and must be before the date of the Agreement. b. Insurance must be maintained and evidence of insurance must be provided for at least five years after completion of the Agreement or the work, so long as commercially available at reasonable rates. C. If coverage is canceled or not renewed and it is not replaced with another claims - made policy form with a retroactive date that precedes the date of this Agreement, Consultant must provide extended reporting coverage for a minimum of five years after completion of the Agreement or the work. The City shall have the right to exercise, at the Consultant's sole cost and expense, any extended reporting provisions of the policy, if the Consultant cancels or does not renew the coverage. d. A copy of the claim reporting requirements must be submitted to the City prior to the commencement of any work under this Agreement. 4.4 All Policies Requirements. 4.4.1 Acceptability of insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A:VII. 4.4.2 Verification of coverage. Prior to beginning any work under this Agreement, Consultant shall furnish City with certificates of insurance and with original endorsements effecting coverage required herein. The certificates and endorsements for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. The City reserves the right to require complete, certified copies of all required insurance policies, at any time. uonsuiting 6ervices Agreement between July 16, 2013 City of Dublin and Veronica Tam & Associates Page 5 of 12 4.4.3 Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated herein. 4.4.4 Variation. The City may approve a variation in the foregoing insurance requirements, upon a determination that the coverages, scope, limits, and forms of such insurance are either not commercially available, or that the City's interests are otherwise fully protected. 4.4.5 Deductibles and Self- Insured Retentions. Consultant shall disclose to and obtain the approval of City for the self- insured retentions and deductibles before beginning any of the services or work called for by any term of this Agreement. During the period covered by this Agreement, only upon the prior express written authorization of Contract Administrator, Consultant may increase such deductibles or self - insured retentions with respect to City, its officers, employees, agents, and volunteers. The Contract Administrator may condition approval of an increase in deductible or self- insured retention levels with a requirement that Consultant procure a bond, guaranteeing payment of losses and related investigations, claim administration, and defense expenses that is satisfactory in all respects to each of them. 4.4.6 Notice of Reduction in Coverage. In the event that any coverage required by this section is reduced, limited, or materially affected in any other manner, Consultant shall provide written notice to City at Consultant's earliest possible opportunity and in no case later than five days after Consultant is notified of the change in coverage. 4.5 Remedies. In addition to any other remedies City may have if Consultant fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Consultant's breach: ® Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement; ® Order Consultant to stop work under this Agreement or withhold any payment that becomes due to Consultant hereunder, or both stop work and withhold any payment, until Consultant demonstrates compliance with the requirements hereof; and /or ® Terminate this Agreement. Section 5. INDEMNIFICATION AND CONSULTANT'S RESPONSIBILITIES. Consultant shall indemnify, defend with counsel selected by the City, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims, suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises wholly from the negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its Consulting Services Agreement between July 16, 2013 City of Dublin and Veronica Tam & Associates Page 6 of 12 employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement, Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and /or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City. Section 6. STATUS OF CONSULTANT. 6.1 Independent Contractor. At all times during the term of this Agreement, Consultant shall be an independent contractor and shall not be an employee of City. City shall have the right to control Consultant only insofar as the results of Consultant's services rendered pursuant to this Agreement and assignment of personnel pursuant to Subparagraph 1.3; however, otherwise City shall not have the right to control the means by which Consultant accomplishes services rendered pursuant to this Agreement. 6.2 Waiver of Employee Benefits. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Consultant and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and /or employee contributions for PERS benefits. 6.3 Consultant No A ent. Except as City may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever. Section 7. LEGAL REQUIREMENTS. 7.1 Governing Law. The laws of the State of California shall govern this Agreement. 7.2 Compliance with Applicable Laws. Consultant and any subcontractors shall comply with all laws applicable to the performance of the work hereunder. 7.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Consultant and any subcontractors shall comply with Consulting Services Agreement between July 16, 2013 City of Dublin and Veronica Tam & Associates Page 7 of 12 all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program. 7.4 Licenses and Permits. Consultant represents and warrants to City that Consultant and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to practice their respective professions. Consultant represents and warrants to City that Consultant and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions. In addition to the foregoing, Consultant and any subcontractors shall obtain and maintain during the term of this Agreement valid Business Licenses from City. 7.5 Nondiscrimination and Equal Opportunity. Consultant shall not discriminate, on the basis of a person's race, religion, color, national origin, age, physical or mental handicap or disability, medical condition, marital status, sex, or sexual orientation, against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Consultant under this Agreement. Consultant shall comply with all applicable federal, state, and local laws, policies, rules, and requirements related to equal opportunity and nondiscrimination in employment, contracting, and the provision of any services that are the subject of this Agreement, including but not limited to the satisfaction of any positive obligations required of Consultant thereby. Consultant shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement. Section 8. TERMINATION AND MODIFICATION. 8.1 Termination. City may cancel this Agreement at any time and without cause upon written notification to Consultant. Consultant may cancel this Agreement upon thirty (30) days' written notice to City and shall include in such notice the reasons for cancellation. In the event of termination, Consultant shall be entitled to compensation for services performed to the effective date of termination; City, however, may condition payment of such compensation upon Consultant delivering to City any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Consultant or prepared by or for Consultant or the City in connection with this Agreement. 8.2 Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. Any such extension shall require a written amendment to this Agreement, as provided for herein. Consultant understands and agrees that, if City grants such an extension, City shall have no obligation to provide Consultant with compensation beyond the maximum amount provided for in this Agreement. Similarly, unless authorized by the Contract Administrator, City shall have no obligation to reimburse Consultant for any otherwise reimbursable expenses incurred during the extension period. Consulting Services Agreement between July 16, 2013 City of Dublin and Veronica Tam & Associates Page 8 of 12 8.3 Amendments. The parties may amend this Agreement only by a writing signed by all the parties 8.4 Assignment and Subcontracting. City and Consultant recognize and agree that this Agreement contemplates personal performance by Consultant and is based upon a determination of Consultant's unique personal competence, experience, and specialized personal knowledge. Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Consultant. Consultant may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator. Consultant shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator. 8.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Consultant shall survive the termination of this Agreement. 8.6 Options upon Breach by Consultant. If Consultant materially breaches any of the terms of this Agreement, City's remedies shall included, but not be limited to, the following: 8.6.1 Immediately terminate the Agreement; 8.6.2 Retain the plans, specifications, drawings, reports, design documents, and any other work product prepared by Consultant pursuant to this Agreement; 8.6.3 Retain a different consultant to complete the work described in Exhibit A not finished by Consultant; or 8.6.4 Charge Consultant the difference between the cost to complete the work described in Exhibit A that is unfinished at the time of breach and the amount that City would have paid Consultant pursuant to Section 2 if Consultant had completed the work. Section 9. KEEPING AND STATUS OF RECORDS. 9.1 Records Created as Part of Consultant's Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Consultant prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City. Consultant hereby agrees to deliver those documents to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. City and Consultant agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both parties. 9.2 Consultant's Books and Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to the Consultant to this Agreement. Consulting Services Agreement between July 16, 2013 City of Dublin and Veronica Tam & Associates Page 9 of 12 9.3 Inspection and Audit of Records. Any records or documents that Section 9.2 of this Agreement requires Consultant to maintain shall be made available for inspection, audit, and /or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds TEN THOUSAND DOLLARS ($10,000.00), the Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of three (3) years after final payment under the Agreement. Section 10 MISCELLANEOUS PROVISIONS. 10.1 Attorneys' Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing party shall be entitled to reasonable attorneys' fees in addition to any other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose. 10.2 Venue. In the event that either party brings any action against the other under this Agreement, the parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Alameda or in the United States District Court for the Northern District of California. 10.3 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement. 10.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement. 10.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the parties. 10.6 Use of Recvcled Products. Consultant shall prepare and submit all reports, written studies and other printed material on recycled paper to the extent it is available at equal or less cost than virgin paper. 10.7 Conflict of Interest. Consultant may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Consultant in a "conflict of interest," as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq. Consultant shall not employ any City official in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Sections 1090 et seq. Consultant hereby warrants that it is not now, nor has it been in the previous twelve (12) months, an employee, agent, appointee, or official of the City. If Consultant was an employee, agent, appointee, or official of the City in the previous twelve months, Consultant warrants that it did not participate in any manner in the forming of this Agreement. Consultant understands that, if this Agreement is Consulting Services Agreement between July 16, 2013 City of Dublin and Veronica Tam & Associates Page 10 of 12 made in violation of Government Code §1090 et.seq., the entire Agreement is void and Consultant will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Consultant will be required to reimburse the City for any sums paid to the Consultant. Consultant understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of Government Code § 1090 and, if applicable, will be disqualified from holding public office in the State of California. 10.8 Solicitation. Consultant agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials. 10.9 Contract Administration. This Agreement shall be administered by the Community Development Director ( "Contract Administrator "). All correspondence shall be directed to or through the Contract Administrator or his or her designee. 10.10 Notices. Any written notice to Consultant shall be sent to: Veronica Tam Veronica Tam & Associates 107 S. Fair Oaks Avenue, Suite 212 Pasadena, CA 91105 Any written notice to City shall be sent to: City of Dublin Attn: Community Development Director 100 Civic Plaza Dublin, CA 94568 10.11 Professional Seal. Where applicable in the determination of the contract administrator, the first page of a technical report, first page of design specifications, and each page of construction drawings shall be stamped /sealed and signed by the licensed professional responsible for the report/design preparation. The stamp /seal shall be in a block entitled "Seal and Signature of Registered Professional with report/design responsibility," as in the following example. Seal and Signature of Registered Professional with report/design responsibility. 10.12 Integration. This Agreement, including the scope of work attached hereto and incorporated herein as Exhibit A, represents the entire and integrated agreement between City and Consultant and supersedes all prior negotiations, representations, or agreements, either written or oral. Consulting Services Agreement between July 16, 2013 City of Dublin and Veronica Tam & Associates Page 11 of 12 CITY OF DUBLIN Joni Pattillo, City Manager Attest: Caroline Soto, City Clerk Approved as to Form: John Bakker, City Attorney T Veronica Tam, Principal Consulting Services Agreement between July 16, 2013 City of Dublin and Veronica Tam & Associates Page 12 of 12 EXHIBIT A Consulting Services Agreement between July 16, 2013 City of Dublin and Veronica Tam & Associates Page 1 of 1 VERONICA TAM AND ASSOCIATES May 9, 2013 Marnie Delgada Senior Planner City of Dublin 100 Civic Plaza Dublin, CA 94568 Subject: Proposal for the City of Dublin Housing Element Update Dear Ms. Delgado; Veronica Tam and Associates, Inc. (VTA) is pleased to submit the attached proposal to prepare the City of Dublin Housing Element Update for the fifth update cycle due January 31, 2015. We have already successfully completed eight Housing Elements in the San Diego region pursuant to the fifth update cycle requirements and are familiar with HCD's current standards for review. We look forward to working with the City again. Please call me if you have questions or need additional information. Respectf ly, on ca am, AIC Principal -4 3 f Gity of Dublin Housing Element Update Page 2 Diego and SCAG regions, the Streamlined Review process can shorten review time and limit the scope of review. Scope of Work Task 1: Housing Element Assessment cask 1.1. Evaluate the Current Housing Element We will evaluate the effectiveness and appropriateness of the housing programs contained in the 2009 Housing Element and identify any barriers to implementation. This section will: • Compare identified goals from the adopted Housing Element to actual accomplishments during the planning period; • Evaluate the existing Housing Element's compliance with applicable statutes and current State housing laws and identify any omissions or deficiencies; and • Include a discussion of the effectiveness of the City's housing programs and policies. Task 2: Prepare Housing Element Components Task21. Needs Ana/ ssIs We will prepare a complete housing assessment and needs analysis consistent with State Housing Element law and HCD's new Completeness Review Checklist, The Housing Needs Assessment will contain the following topics to satisfy Government Code Section 65583(a) and meet SB 375 requirements: • Demographics, Income, and Employment Trends: This section will also include an accompanying analysis of the existing and projected share of regional housing needs for all income levels. • Household Characteristics: This section will also discuss housing cost, affordability and market conditions (including overcrowding and overpayment). in Housing Stock Characteristics: An analysis of the condition of the existing housing stock as well as existing assisted housing developments which are eligible to change from low income housing uses during the next ten years (i.e. at -risk housing). This analysis will coven housing units deed- restricted as low income housing as a result of public assistance and density bonus requirements. • Analysis of Special Housing Needs: Special housing needs of seniors, large, households, female- headed households, persons with disabilities (including persons with developmental disabilities per SB 812), the homeless, farmworkers, and extremely low income households. • Energy Conservation: An analysis of opportunities for energy conservation. Data Sources The 2010 Census contains only limited data on population and housing characteristics. Detailed race, household, and other housing characteristics will be updated with the American Community Surveys (ACS) and other available data sources such as: ABAG /Bay Area Census; HUD's Comprehensive Housing Affordability Strategy (CHAS); ABAG forecasts dataquick; Home Mortgage Disclosure Act (HMDA) data; and data from the State Departments of Employment Development, Finance, and Social Services. 107 S. Fair Oaks Avenue, Suite 212 P (626) 304 -0440 Pasadena, CA 91105 F (626) 304 -0005 City of Dublin Housing Element Update + Page,3 iask22- Housing Resources and OpportunAles VTA will identify housing resources in the City and prepare an "adequate sites analysis" showing the relationship between the City's RHNA allocation and the dwelling unit capacity and availability of potential housing sites based on zoning and General Plan policies, requirements, and limitations. According to the Regional Housing Needs Allocation (RHNA) prepared by ABAG, the City of Dublin has been assigned a housing production goal of 2,285 units: 796 very low income units; 446 low income units; 425 moderate Income units; and 618 above moderate' income units. The RHNA covers a planning period of January 1, 2014 through December 31, 2022. Housing units built and permits issued since January 1, 2014 can be credited toward the RHNA. /nventory of Vacant and Underdeveloped Land The City's vacant and underutilized sites inventory in the 2009 -2014 Housing Element is the starting point but may not be adequate to accommodate the RHNA of 2,275 units given the current development trends. We will work with staff to address the adequate sites issues. F/nanclal and Administrative Resources VTA will summarize the City's financial and administrative resources available in the delivery of affordable housing programs. Opportunities forEnergy Conservatlon Pursuant to the Global Warming` Solutions Act (AB 32), the Housing Element will review of opportunities for energy conservation and green building initiatives. Task2.3. Mousing Constraints VTA will identify potential and actual governmental and non- governmental constraints to housing production. This analysis must contain a review of factors that may potentially constrain the development, improvement, and preservation of housing in the City. Factors to be reviewed include market, governmental, environmental, and infrastructural constraints. Specifically, VTA will assess the City's code requirements, permitting fees and processes, and existing design and development standards from the Zoning Ordinance. VTA will recommend housing programs to remove or mitigate identified constraints where appropriate, legally possible, and in accordance with State law and HCD best practices. Given that no significant legislative changes have occurred since adoption of the 2009 -2014 Dublin Housing Element, we anticipate the update to this section to be relatively limited in scope. Task24, Hausind82/ XPradram and Quantified Objectives Based on the assessment of housing needs, constraints, and resources, as well as past accomplishments, the housing policy program will be comprehensively revised. We will update this section to include appropriate housing goals, policies, and realistic quantified objectives regarding the production, conservation, maintenance, preservation, and improvement of housing. For each program included in the Housing Element, we will establish the time frame for implementation, specific objectives, funding sources, and responsible agencies. A summary of quantified objectives by income group will be provided. The programs will satisfy requirements of Government Code Sections 65583(b) and (c). We will adjust the quantified objectives to reflect current market conditions and funding availability. 107 S. Fair Oaks Avenue, Suite 212 P (626) 304 -0440 Pasadena, CA 91105 F (626) 304 -0005 City of Dublin Housing Element Update + Page 4 Task 3: Prepare and Finalize Housing Element Task 3.9. Draft Houslno E /ement We will prepare a Draft Housing Element for review and comment by City staff. The Draft will be a complete draft and include all of the required components of a Housing Element as described in Task 2, and will include all tables, maps, and graphics. The Draft will be revised to address comments from staff to formulate the Public Review Draft Housing Element, which will be presented before the Planning Commission prior to submitting to HCD for review. Deliverables: • Staff Review Draft Housing Element (electronic copy) • Public Review Draft Housing Element (electronic copy) • HCD Review Draft Housing Element (1 hard copy) • HCD Completeness Review Checklist (one hard copy) Task 3.2.• Pub lic Meetings Housing Element law requires that the City demonstrate outreach efforts in developing the draft Housing Element. HCD interpretation of this requirement Is that special efforts are needed to outreach to lower and moderate income households and persons with special needs. i We have included in our scope and budget up, to eight public workshops and public hearings before the Planning Commission and City Council. Special invitations should be sent to service providers, community stakeholders, and other relevant parties. We will work with City staff to develop a schedule and objectives for the public meetings. However, the following meetings are anticipated: 0 Kick -off meeting with the Planning Commission to discuss the scope of 2014 Housing Element update, changes in State law since the last update, and potential challenges; Public workshops to discuss strategies for meeting the adequate sites requirements; Meetings with the Planning Commission and City Council to review the Draft Housing Element prior to submittal to HCD for review; and 1 Public hearings before the Planning Commission and City Council for adoption of the Housing Element. For the 2009 -2014 Housing Element, 10 public meetings were budgeted but only seven were conducted. For this round, we have budgeted for eight meetings but anticipate that the Housing Element update can be completed with fewer meetings. Task 3.3.• Final Housing E /ement VTA will prepare a Final Housing Element that will incorporate the changes to the Draft Housingy Element as required by HCD and City staff and officials. 6 Deliverables: Final Housing Element (36 hard copies and electronic copy) i it 107 S. Fair Oaks Avenue, Suite 212 P (626) 304 -0440 Pasadena, CA 91105 F (626) 304 -0005 107 S. Fair Oaks Avenue, Suite 212 P (626) 304 -0440 Pasadena, GA 91105 F (626) 304 -0005 Tasks Timellne Project Initiation /Contract Approval July 2013 Kickoff and Startup, July 2013 . Data Collection and Element Update August - December 2013 Public Workshops September - November 2013 Administrative Draft Element January 2014 Draft Element February 2014 PC Hearing to Authorize Submittal of Draft HE March 2014 HCD`Review (1 round of 60 -day review) March - May 2014 GEQA Document (not included in this scope) February - May 2014 Planning Commission /City Council Adoption Hearings ` June - July 2014 Note. • Should a second round of HCD review be required, the overall timeline may be extended by two to three months but still allowing the City to adopt the Housing Element prior to the January 31, 2015 deadllne. 107 S. Fair Oaks Avenue, Suite 212 P (626) 304 -0440 Pasadena, CA 91105 F (626) 304 -0005 { 107 S. Fair Oaks Avenue, Suite 212 P (626) 304 -0440 Pasadena, CA 91105 F (626) 304 -0005 Veronica Tam and Associates 107 S. Fair Oaks Avenue, Suite 212, Pasadena, CA 91106 P (626) 304 -0440 F (626) 304 -0006 RESUME VERONICA TAM, AICP +' PRINCIPAL. Ms. Tam has expertise in the areas of housing policy EDUCATION n Planning, MA, Urban Planning, University of development and community development planning. She has p 13' p p $• California, Los Angeles over 20 years' experience preparing a range of housing and BES, Urban and Regional Planning (Economics Minor), University of community development plans and studies for urisdictions p p j Waterloo, Canada throughout California. PROFESSIONAL AFFILIATIONS RELATED PROJECT EXPERIENCE American Institute of Certified Planners American Planning Association Dousing Elements Arcadia Hayward Rocklin AWARDS Buena Park Imperial Beach San Ramon 2009 APACA Carlsbad Irvine Seaside Comprehensive Planning, Large Jurisdiction: 2008 -2014 Los Angeles Corona La Canada Flintrid a g Simi Valle Y County Housing E=lement Coronado La Mesa Tracy Del Mar Lawndale Vista 2009 Los Angeles Section, APACA Comprehensive Planning, Large Dublin Lomita Walnut Jurisdiction: 2008 -2014 Los Angeles El Cajon Modesto j WestHoll ood yw County Housing Element Escondido Porterville Los Angeles County 2002 Northern Section, APACA Glendora PortHueneme Monterey County Focused Issues: Contra Costa County Hawthorne Redondo Beach San Diego County Analysis of Impediments to Fair Housing Consolidated Plans 2001 Northern Section, APACA Advocacy Planning: East Palo Alto A le pp Valle y1 Victorville La Mesa Simi Valley Housing Element El Cajon Long Beach Orange County 2000 APACA Glendora SanBernardino Ventura County Outstanding Planning: El Cajon .. n Huntington Beach Santee � Integrated Housing Element and Consolidated Plan Pair Dousing Studies 2000 San Diego Section, APACA Apple Valley/Victorville Long Beach Simi Valley Outstanding Planning: El Cajon Chino Los Angeles - San Diego County g ty Integrated Housing Element and Lake Forest San Bernardino Ventura County Consolidated Plan Redevelopment Dousing Implementation Plans Costa Mesa Hawthorne Port Hueneme Glendora Porterville Special Studies • Regional Housing Needs Allocation Assistance for the cities of Arcadia, Lawndale, and Indian Wells • Marina Affordable Housing Ordinance • Port Hueneme Zoning revisions for SB2, AB 2634, and SB 520 • San Jose Just Cause for Eviction 3 I t 3 1 Veronica Tam and Associates 107 S. Fair Oaks Avenue, Suite 212, Pasadena, CA 91106 P (626) 304 -0440 F (626) 304 -0006 RESUME JESSICA SUIMANJAYA, AICP r ..;: + PLANNER EDUCATION Ms. Suimanjaya is dedicated to working in the field of MA Urbanrlaruun& University of California, Las Angeles affordable housing planning. She graduated with a Masters in Urban Planning from the University of California, Los Angeles. BA Communication studies, University of Califonua, Los Angeles Her coursework focused on physical plamling, community development and housing. Her undergraduate background PROFESSIONAL ASSOCIATIONS was in Communication Studies. American Institute of Certified Planners AmericanPlann ng Association, Member VERONICA TAM & ASSOCIATES SKILLS As -a planner, Ms. Suimanjaya has contributed to the Geographic Information systems preparation of the following reports: AutoCAD Photoshop Microsoft Office Housing Elements Windows and MAC Arcadia Avalon Coronado Del Mar Encinitas Escondido Glendora Hayward Hesperia Irvine La Mesa Redondo Beach Tracy Upland Vista West Hollywood Redevelopment dousing Implementation Plans Costa Mesa Glendora Pair Housing Studies Apple Valley Los Angeles Long Beach Glendale San Diego County Pasadena Victorville Ventura County Consolidated Plats and Annual Reports Alhambra Camarillo San Bernardino Ventura County PRIOR EXPERIENCE At KWA, Ms. Suimanjaya assisted in the preparation of housing elements for the cities of Agoura Hills; Brea, Burbank, Calabasas, Huntington Beach, Huntington Park, and San Fernando. i i f Veronica Tam and Associates € 107 S. Fair Oaks Avenue, Suite 212, Pasadena, CA 81105 P (626) 304 -0440 F (626) 304 -0005 Veronica Tam and Associates 107 S. Fair Oaks Avenue, Suite 212, Pasadena, GA 91105 P (626) 304 -0440 F (626) 304 -0005 RESUME CREW PASILLAS PLANNER EDUCATION Mr. Pasillas has an undergraduate background in Sociology BA Sociology, Minor Environmental Systerns and Society, with a minor in Environmental Systems and Society.. University of California, Los Angeles SKILLS VERONICA TAM & ASSOCIATES Geographic informationSysterns Microsoft office As a planner, Mr. Pasillas has contributed to the preparation of the following reports: Housing Elements Bell Gardens Corona Coronado Del Mar El Cajon Vista Pair Housing Studies Apple Valley Los Angeles Victorville Consolidated Plans and Annual Reports Apple Valley Long Beach Victorville PRIOR EXPERIENCE While working as a Research Intern for the Task Force on Homelessness & Mental Health at the City of Fullerton, Mr. Pasillas assisted in the research of best practices as well as participated in multiple public outreach campaigns. As an intern for the Los Angeles River Project Office at the City of Los Angeles, Mr. Pasillas researched project and funding proposals and mapped the features of the LA River. He also contributed to public outreach efforts. i : Veronica Tam and Associates 107 S. Fair Oaks Avenue, Suite 212, Pasadena, GA 91105 P (626) 304 -0440 F (626) 304 -0005 RESUME FILL TRIM13LE SENIOR PLANNER EDUCATION BA, Humanities,. University of California, Bill Trimble's professional background includes more than 22 Berkeley years of local government planning for Iand use and housing. His work has focused on community -based planning, with an PROFESSIONAL AFFILIATIONS American Planning Association emphasis on public participation. In the City of Pasadena, he Los Angeles Region Planning History was responsible for updates of the City's Housing and Land Use Group Elements, as well as for various major development projects and housing- related zoning code amendments. Representing both his own and other jurisdictions, he analyzed land use and housing need projections with regional and sub- regional technical advisory committees. Veronica Tam & Associates As a Senior Planner with VTA, Mr. Trimble assists in the preparation of local housing elements. Prior Experience Mr. Trimble served with the City of Pasadena planning staff from 1990 to 2012, including seven years as a senior planner. He managed the two most recent updates of the City's Housing Element and the 2004 update of the Land Use Element. Other housing- related activities included zoning code amendments, demography, and projections. His responsibilities ranged in scale from a fence on a single-family property to the Southern California region as a whole. Long participation in sub- regional and regional organizations, including the SCAG Plans and Programs Technical Advisory I Committee, encouraged appreciation of the relationships between local and regional priorities. Before becoming a local government planner, Mr. Trimble worked 16 years with college students and faculty in campus ministry at universities in Los Angeles, New Haven, and Albuquerque. I 4 f i i i i 3 Veronica Tam and Associates 107 S. Fair Oaks Avenue, Suite 212, Pasadena, CA 91105 P (626) 304 -0440 F (626) 304 -0006 �q I 107 S. Fair Oaks Avenue, Suite 212 P (626) 304 -0440 Pasadena, CA 91105 F (626) 304 -0005 City of Dublin Housing Element Update Page 12 Housing Qualifications VTA is a consulting firm with the primary focus of providing housing services to local jurisdictions. Our services include: e Housing Element Zoning Code revisions to comply with housing laws Consolidated Plan and related reports Analysis of Impediments to Fair Housing Choice Housing and community development grants administration Environmental clearance for housing - related projects Community outreach and education Inclusionary and affordable housing policies Special housing studies Our clients have included rural townslcommunities, suburban and urban cities, metropolitan areas, and counties. Below is a sample list of our projects within the last few years. i Housing Elements • Alhambra Hawthorne ® Redondo Beach • Arcadia Hayward ® Rocklin • Bell Gardens Hercules N San Diego County • Buena Park Hesperia ® San Marcos 1 Camarillo Irvine San Ramon ® Carlsbad La Canada Flintridge Santee ® China La Mesa Seaside Corona Lawndale Simi Valley a Costa Mesa Lomita South Gate ® Dublin H Long Beach o Tracy ® El Cajon Los Angeles County Upland ® Escondido Modesto Vista a Garden Grove Monterey County Walnut ® Glendora Port Hueneme West Hollywood Consolidated Plans Alhambra Huntington Beach Monterey County ® Apple VaileyNictorville a Lake Forest Sacramento City i ® Buena Park ® La Mesa Sacramento County El Cajon a Long Beach San Bernardino ® Garden Grove ® National City Simi Valley 1}j Glendora a Orange County Ventura County Ig I 107 S. Fair Oaks Avenue, Suite 212 P (626) 304 -0440 Pasadena, CA 91105 F (626) 304 -0005 City of Dublin Housing Element Update l A Page 13 Housing Ordinances • Carlsbad Zoning Code - Technical Assistance • Hayward Zoning Code e- Technical Assistance • Lomita Density Bonus Ordinance • Marina Inclusionary Housing and Affordable Housing Ordinances • Port Hueneme Zoning Code Amendments • South Gate Zoning Code - Technical Assistance Analysis of Impediments to Fair Housing Choice Alhambra a Los Angeles San Bernardino ® Apple Valley/Victorviile e Long Beach San Diego County Chino a Pasadena Simi Valley ® Glendale a Monterey County Ventura County Grants Administration Assistance Alhambra N Glendora Camarillo in Huntington Beach Our strengths are: Excellent reputation in the area of housing policy planning in terms of the quality of our products and our client- oriented attitude. We are often praised by our clients for our prompt and knowledgeable responses. Excellent relationship with HCD staff. We collaborate closely with HCD in designing innovative approaches to address specific issues. Breadth of experience in our housing services. In addition to Housing Elements, we also have experience in preparing other state and federal housing reports, such as Housing Element annual HCD reports, Consolidated Plans, Fair Housing studies, grants applications, and environmental clearance. We also provide grants administration services and are familiar with the regulations governing various housing funds. # Diversity and expertise of our staff: We have seasoned housing planners with experience in both the private and public sectors. We also have a licensed realtor on staff. E E { Relevant Projects and References I City of La Mesa Housing Element (2013 -2021) - HCD Certified The City of La Mesa is largely built out. Future residential development is expected to focus in the Mixed Use Overlay areas. The Housing Element update demonstrates the City's recent land use strategies and ability to meet the RHNA in targeted sites. E The Le Mesa Housing Element was the first in the San Diego region to receive "certification" for the fifth Housing Element update cycle. The Draft La Mesa Housing Element received i certification status from HCD with only one round of review. The Element is now posted on the HCD website as a model Housing Element: 107 S. Fair Oaks Avenue, Suite 212 P (626) 304 -0440 Pasadena, CA 91105 F (626) 304 -0005 I City of Dublin Housing Element Update + Page 14 http : / /www.licd.ca,gav /hid /housing element2 /documents /la mesa draft020212.pdf Contact: Bill Chopky, Community Development Director 8130 Allison Avenue, La Mesa, CA 91942 (619) 667 -1187 bchop`,Lk ci.la- mesa.ca.us City of Escondido Housing Element (2013 - 2021)- HCD Certified The City of Escondido is a community of 144,000 located in the north central portion of San Diego County. The City prepared the 2013 -2020 Housing Element as part of its comprehensive update to the General Plan. With a significant RHNA of 4,175 units, the City must balance its obligation to accommodate this growth, the need to promote jobs- housing balance and sustainable development, and the community's desire to manage growth. The City is especially constrained by Proposition S which requires voters' approval of increasing residential densities, changing or increasing the residential land use categories, or changing any residential property to commercial or industrial designation. To work with Proposition` S, the Housing Element devises a sites strategy to utilize only sites with existing residential or mixed use designations to meet the RHNA. The City received a Finding of Substantial Compliance from HCD on its Draft Housing Element. http, / /www.escondido.ar /ci Data /Sites /1 /media /pdfs / Housin /DraftHousingrElement.pdf Contact Jay Petrek, Principal Planner 201 N. Broadway Avenue, Escondido, CA 92025 (760) 839 -4556 Jpetrek@ci.escondido.ca.us City of Imperial Beach Housing Element (2013 -2021) - HCD certified The City of Imperial Beach is a largely built out community, with much of its future residential growth relying on the mixed use corridor recently adopted by the City. As a small community and without redevelopment as a tool, the City has limited ability to facilitate affordable housing. The Housing Element acknowledges the City's obligation under the State Housing Element law, but also recognizes the limited resources available to the City. Programs In the 2013 -2020 Housing Element focuses on incentives offered by the new Mixed Use zoning, but significantly scale back commitments to facilitate new construction or rehabilitation of housing. http : / /www.citvofi b.com /vertical / sites / %7B6283CA4C- E2BD- 4DFA -A7 F7- 8D4ECD543E0F %7D /uploads /071912 Draft IB Housina Element 2013 -2020 Contact: Greg Wade, Community Development Director 825 Imperial Beach Boulevard, Imperial Beach, CA 91932 (619) 628 -1354 awade(@cit ofib.oLg City of Coronado -2013 2021 Housing Element (HCD certified) The City of Coronado is one of the most exclusive communities in California. It is a balancing act to meet the Housing Element requirements, while acknowledging the community's desire to maintain its character. Furthermore, with the loss of redevelopment funds, the City has limited ability to develop new affordable housing. The Housing Element focuses on the City's need to maintain and preserve its current affordable housing inventory with limited resources. 107 S. Fair Oaks Avenue, Suite 212 P (626) 304 -0440 Pasadena, CA 91105 F (626) 304 -9005 City of Dublin Housing Element Update Page 15 http:l /wvw. Coronado. ca.us /egovldacumentsf1346860073 597686 pdf Contact: Rachel Hurst, Community Development Director 1825 Strand Way, Coronado, CA 92118 (619) 522 -7338 rhurg@coronado.ci.us City of Avalon "Dual- Track" Housing Element (2008 -2013 and 2013 -2021) - HCD Certified The City of Avalon is in the process of updating its General Plan. Due to the schedule of the General Plan update, the City has delayed in also preparing its 2008 -2013 Housing Element. VTA was retained by the City of Avalon to prepare the 2008-2013 Housing Element as part of the General Plan consultant team. In assessing the timing of this update and the City's budgetary constraints, VTA proposed an innovative approach to prepare a "dual- track" Housing Element that meets the requirements of two planning cycles - 2008-2013 and 2013 -2021. VTA worked with HCD to design the structure for this Housing Element. Contact: Amanda Cook, Planning Director 410 Avalon Canyon Road, Avalon, CA 90704 (310) 510 -0220 piannina�favalon.com City of La Canada Flintridge Housing Element (2008 -2013) - HCD Certified VTA was retained by ICF Jones and Stokes, lead General Plan consultant for the City of La Canada Flintridge, to take over the Housing Element preparation from another consultant. Housing prices in this foothill community in Los Angeles County are among the highest in the region. The City is highly constrained by its topography, sewage capacity, and lack of funding for affordable housing development. As an older, exclusive community, public support for affordable housing is also limited. We worked closely with City staff, General Plan consultant, and the City Council to prepare a Housing Element that would give the City the best chance of receiving certification. To date, we received verbal confirmation from HCD that the La Canada Flintridge Draft Housing Element Is in substantial compliance with State law when adopted as revised. The Element is currently posted on the City's website http: / /www lacanadaflint WggaCg Cit �all /piannina /docs /generaiplan /2010 /draftgeneraipla n /LCF GP ChM 9 Housing.pdf Contact: Patricia Bluman, Senior Planner ICF Jones & Stokes 9775 Businesspark Avenue, San Diego, CA 92131 (951) 852 -5643 pbiuman@icfi.com f z i i t t i i t 3 3 107 S. Fair Oaks Avenue, Suite 212 P (626) 304 -0440 Pasadena, CA 91105 F (626) 304 -0005