HomeMy WebLinkAboutPR 19718: EDC, DEVELOPMENT HOUSING DIVISION TO DEVELOP A DOWNTOWN TARGET AREA HOUSING PLAN Interoffice
MEMORANDUM
To: Mayor, City Council, City Manager
From: Floyd Batiste, CEO 'T
Date: March 17, 2017
Subject: P. R. No. 19718; Council Meeting of March 28, 2017
ATTACHED IS PROPOSED RESOLUTION NO. 19718
AUTHORIZING THE CITY OF PORT ARTHUR SECTION
4A ECONOMIC DEVELOPMENT CORPORATION TO
PARTNER WITH THE CITY OF PORT ARTHUR
COMMUNITY DEVELOPMENT HOUSING DIVISION TO
DEVELOP A DOWNTOWN TARGET AREA HOUSING
PLAN FOR THE CITY OF PORT ARTHUR BY
CONTRIBUTING AN AMOUNT NOT TO EXCEED $5,000:
FUNDS AVAILABLE IN EDC ACCOUNT #120-1429-582.53-
00.
P. R. No. 19718
3/14/2017/FB
RESOLUTION NO.
A RESOLUTION AUTHORIZING THE CITY OF PORT
ARTHUR SECTION 4A ECONOMIC DEVELOPMENT
CORPORATION TO PARTNER WITH THE CITY OF PORT
ARTHUR COMMUNITY DEVELOPMENT HOUSING DIVISION
TO DEVELOP A DOWNTOWN TARGET AREA HOUSING
PLAN FOR THE CITY OF PORT ARTHUR BY
CONTRIBUTING AN AMOUNT NOT TO EXCEED $5,000,
FUNDS AVAILABLE IN PAEDC ACCOUNT #120-1429-582.53-00
WHEREAS, the City Council deems it in the public interest to authorize the City of Port
Arthur Section 4A Economic Development Corporation ("PAEDC") to enter into a partnership
with the City of Port Arthur Community Development Housing Division to secure the
professional services of J-Quad Planning Group to develop a plan for 60 single family housing
units, ten(10) each year for six years; and
WHEREAS, at the PAEDC Board of Directors regular meeting on March 13, 2017, the
Board authorized its Chief Executive Officer to enter into a partnership with the City of Port
Arthur Community Development Housing Division; and
WHEREAS,the partnership plan approach includes three critical phases:
1. Strategic Planning, Assessment of Development Opportunities, Community
Visioning and Market Potential;
2. Financing, Infrastructure, Housing and Neighborhood Needs Assessment; and
3. Recommended Strategies, Implementation Plan and identification of resource and
responsibilities for implementation;
WHEREAS, J-Quad Planning Group specializes in community and economic
development consulting, including assistance in grant preparation, market analysis, housing
policies and need assessments, and design, administration and evaluation of federal programs
such as CDBG Section 108 and Fair Housing.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF PORT ARTHUR, TEXAS:
Section 1. That the facts and opinions in the preamble are true and correct.
Section 2. That PAEDC is herein authorized to enter into a partnership with the City of
Port Arthur Community Development Housing Division to secure the Professional Services of J-
Quad Planning Group to develop a plan for 60 single family housing units, ten (10) each year for
six years by contributing an amount not to exceed five thousand ($5,000) dollars.
Section 3. That a copy of the caption of this Resolution shall be spread upon the
Minutes of the City Council.
READ, ADOPTED AND APPROVED on this day of A.D., 2017,
at a Meeting of the City Council of the City of Port Arthur, Texas, by the following vote:
AYES:
Mayor
Councilmembers
NOES: .
Derrick Freeman, Mayor
#1371005 Page 2
ATTEST:
Sherri Bellard, City Secretary
APPROVED:
/ ,..„,e,
Floyd Batiste, ',AEDC CEO
APPROV.I A to • ORM:
Guy N. Goodson, PAEDC Attorney
APPROVED AS TO FORM:
OW1-
Va
ecia R. eno 'ity • tt i rney
APPROVED AS TO AVAILABILTY OF FUNDS:
(L._. \c)(__
Rosie Vela, Interim Finance Director
#1371005 Page 3
Exhibit "A "
° f
JQUAD PLANNING GROUP
■;a.
rlinv 14675 Midway Road, Suite 219
1111 Jr.QUAD Addison, Texas 75001
PLANNING GROnP Office: (972) 458-0600
Fax: (972) 458-0602
February 22, 2017
Ron Burton, Director Planning and Zoning Department
444 4th Street, 4th Floor
Port Arthur, Texas 77640
Dear Mr. Burton:
JQUAD Planning Group, LLC is pleased to submit a proposal to develop a Downtown Target
Area Housing Plan for the City of Port Arthur. The Plan will include a focused analysis of the
downtown target areas as part of an effort to develop 60 single family housing units, 10 each
year for six years, supported by City and EDC funding. Housing strategies, policies and
replicable development opportunities may be applicable citywide and will be used in future
planning initiatives guiding housing development and housing policies for neighborhoods
citywide. Our planning approach includes three critical phases: 1. Strategic Planning,
Assessment of Development Opportunities, Community Visioning and Market Potential; 2.
Financing, Infrastructure, Housing and Neighborhood Needs Assessments; and 3.
Recommended Strategies, Implementation Plan and Identification of resources and
responsibilities for implementation.
JQUAD Planning Group is a Texas based limited liability company with its primary offices
located in the Dallas, Texas metropolitan area. JQUAD's team of professional urban
planners, demographers, and housing consultants has provided quality services to city,
county, state, and federal government agencies since 1994. JQUAD specializes in
community and economic development consulting, including assistance in grant preparation,
market analysis, housing policies and needs assessments, and design, administration and
evaluation of federal programs, such as CDBG, HOME, Section 108 and Fair Housing.
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JQUAD's experience includes over 26 Housing Policies, Revitalization Planning and Needs
Assessments for jurisdictions across the country. JQUAD's most recent Housing Plans, Policy
and Housing Strategies experience includes a 2014 - 2015 Commercial Corridor and Housing
Needs Assessment for 4 neighborhoods and five commercial corridors in Cleveland Ohio;
2013 Housing Policies and Needs Assessment for the City of Jonesboro, Arkansas; 2014
Regional Housing Policies, Needs Assessment, and Analysis of Impediments for East
Arkansas Planning and Development District, a twelve county area in Northeast Arkansas;
and 2015 Housing Policies, Needs Assessment, and Analysis of Impediments for the Rockford
Metropolitan Agency for Planning which includes Boone and Winnebago Counties and the
City of Rockford, Illinois as part of the HUD Sustainable Communities Planning Grant Initiative.
JQUAD's Housing Policies and Needs Assessments experience since 2005, also includes
engagements with San Antonio, Corpus Christi, Dallas, Tyler, and Waco, Texas; Jackson,
Mississippi; Alexandria and Shreveport, Louisiana; Chattooga, Tennessee; Ann Arbor and
Battle Creek, Michigan; and Minneapolis, Minnesota.
Since 2005, JQUAD has also conducted over 85 Consolidated Plans (CP), Annual Plans
(AP), and Analysis of Impediments (Al) in 18 State, including Texas experience for the cities
of Amarillo, Arlington, Carrollton, Corpus Christi, Dallas, Dennison, Grand Prairie, Irving,
Kountze, Lewisville, Lubbock, Port Arthur, San Benito, San Marcos, Sherman, Wichita Falls,
Tyler and Texarkana. JQUAD completed Port Arthur's 2014—2019 Consolidated Plan, 2014
Annual Plan and 2014 Analysis of Impediments to Fair Housing and provided consultation to
the City and Port Arthur CDC on housing planning and policies.
James Gilleylen, JQUAD's President and contact person is authorized to negotiate and
execute all contractual agreements and we thank you for your consideration. Our detail scope
of work and cost proposal are presented in the detail proposal that follows.
Respectfully,
James Gilleylen, President
APPROACH, METHODOLOGY AND SCOPE OF WORK
Approach — Our approach and methodology has proven effective as a planning and
development tool with deliverables including data reference documents, financing alternatives
and resources, public and private development joint ventures, and development strategies and
policy options that encourage future housing and economic development, and help maintaining
neighborhood stability for current and future residents and businesses. Our planning approach
includes three critical phases: 1. Strategic Planning, Assessment of Development
Opportunities, Community Visioning and Market Potential; 2. Financing, Infrastructure,
Housing and Neighborhood Needs Assessments; and 3. Recommended Strategies,
Implementation Plan and Identification of resources and responsibilities for implementation.
METHODOLOGY
We propose a methodology that includes six integrated phases:
1. Community Vision, Market Assessment and Strategic Planning.
2. Assessment of Existing Conditions, Development Opportunities,
Infrastructure and Alternative Resources for Development.
3. Housing Needs Analysis 1 Key Issues Assessment.
4. Housing Policies and Development Plan for Target Area.
5. Development of specific development and housing strategies, prototypical
development scenarios and project financing.
6. Identification of resources, Implementation plan, and assignment of
responsibilities among, City Government, EDC, private sector and public
Phase One — Community Vision, Market Assessment, Strategic Planning — During
this phase, we gather City, EDC, developer and housing market stakeholder's input on
the purpose, approach, methodology and scope of the planning process, and seek broad
community support in establishing the vision and desired products and outcomes for the
planning and development effort based on identified issues, priority needs and
understanding of the existing conditions.
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Project Initiation, Work Plan Refinement, and Initial Data Collection initiates the project
and establishes the factual basis within the planning area and identifies critical issues
based on these facts. The team will initiate the data collection process documenting
existing conditions in the target area and opportunities to achieve the goal of 60 housing
units based a shared City— EDC vision and in response to the needs of the stakeholders
the market. Existing data and planning documents will be utilized, supplemented with
data collected by the planning consultant. We will rely, in part, on these documents being
identified and provided by the City of Port Arthur and EDC for this phase.
Phase Two — Assessment of Existing Conditions, Development Opportunities,
Infrastructure and Alternative Resources for Development — Proceeds with
collection of existing data, developing methodology and identifying methodology and
sources for collecting supplemental data not readily available. Analyze local markets and
market preferences of potential homebuyers, city and select sub-area market conditions,
and anchor developments for their impact on the planning area. This phase includes an
analysis of the housing market, supply and demand; and housing and neighborhood
conditions analysis including age, location, pricing and number of new and existing
housing units, land uses, ownership patterns, public infrastructure and transportation
needs, and developable lots to meet a 60-housing unit goal.
This effort results in various profiles including available land for development, acquisition
land strategy, general demographic, housing, income, employment, transportation and
infrastructure, economic and workforce characteristics, property conditions,
development trends, public policy, and housing and financing products/programs
available to help meet residents' existing and future needs. Results will be presented in
a format that can be utilized by broad sectors of the community in formulating
development decisions and will serve as a basis for creating housing policies,
recommendations for revitalization of existing neighborhoods citywide, and identifying
priority needs for the 5 Year Consolidated Plan and Annual Action Plans.
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Phase Three — Housing Needs Analysis / Key Issues Assessment and Priorities
for Addressing Housing and Planning Issues - Proceeds with identification of needs
based on technical analysis of data developed in phases one and two and the
involvement of stakeholders and City/CDC staff and Officials in refining technical issues
and identifying and refining goals and objectives concerning housing and downtown
development. Key issues and opportunities will be determined alternative approaches
for solving problems and capitalizing on opportunities identified. Strategies will be
identified for achieving the development of 60 housing units in the target areas based on
market conditions, reinvestment in infrastructure, and housing finance strategies that
achieve the price point and affordability goals established for the EDC and City
Entitlement funds reinvestment in the area. Housing policies, regulatory changes, and
private public partnerships will be designed for implementation in the target area with
prototypical projects scenarios and development strategies detailed for replication
citywide and in future target areas.
Phase Four — Housing Policies, Strategic Plan Development, Implementation
Strategies, and Public Review and Presentations — In this phase, we will determine
strategies for revitalization of downtown target area and meeting housing development
goals; maintaining neighborhood stability and strengthening neighborhoods in transition;
and explore future housing needs, development strategies, financing alternatives and
potential resources and housing products necessary to implement these goals. This
phase will focus on integrating strategies developed in the Downtown Plan into Housing
Policies applicable citywide as well as in downtown. The resulting recommendations will
form the basis for the development of a "Housing Element" of the City's Comprehensive
Plan that has the same status given the Transportation, Land Use/Zoning, Infrastructure,
Public Safety, Economic Development elements.
Phase Five — Target Area Plan, Development Strategies - Scenarios and Project
Financing — Design of specific strategies for development of housing units over the next
6 years, and strategies for supporting development through infrastructure improvements,
land acquisition, economic development initiatives and public policy and reinvestment.
This phase includes photographic images, conceptual development plans, urban design
and amenities, and project opportunity illustrations incorporated into the report that
promote the housing policies, recommended development strategies, define
development opportunities identified in the planning process, and offer visual aids helpful
in determining perceptions to market, housing preferences and programs.
Phase Six— Implementation and Resources - This phase includes implementation
guidelines and identification / assignment of resources and responsibility for guiding
implementation including:
• Development and Financing Alternatives;
• Citywide and Downtown Housing Policies;
• Housing Element Recommendations for Comprehensive Plan and Downtown
Revitalization Plan;
• Recommendations for inclusion in the Consolidated Plan and Annual Plans
SCOPE OF WORK
Phase One — Project Initiation, Work Plan Refinement and Initial Data Collection
Tasks for Phase One —
1. Meet with the City, EDC and Stakeholder representatives to initiate the project,
refine the scope of work. The Consultants will guide the participants in an initial
strategic planning session to build consensus as to the content and utilization of
the work product resulting from the planning process.
2. Prepare presentation materials to conduct a Strengths, Weaknesses,
Opportunities and Threats, (SWOT) Analysis to be used as a planning tool to
establish a vision and goals for the planning process.
3. Refine the approach and methodology for the planning process.
4. Coordinate and refine the public participation process with staff.
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5. Review existing planning documents, development plans, regulations and reports
for the city.
6. Review existing City GIS data and determine methodology for collecting
supplemental data as required.
7. Delineate primary and sub-area boundaries for developing housing policies and
preforming the development opportunity survey and target area conditions
evaluation.
8. Refine the timeline associated with tasks.
Deliverables:
• Refined work program and schedule
• Community Vision, Strategic Planning Assessment
Phase One — Part B: Community Vision, Market Assessment, Strategic Planning
Tasks for Phase Three
1. Work with City and EDC to refine the goals for target area development of housing,
desired price point, affordability guidelines, and financing strategies.
2. Interviews and focus groups to identify market needs, product preferences for
downtown housing.
3. Identify key nonprofit, business and community leaders, institutional, and public for
participation in a community strategic planning / SWOT session.
4. Hold a community strategic planning / SWOT Analysis session with stakeholders
to receive input on development priority for housing and revitalization.
5. Identify priority needs for downtown planning sub-areas.
6. Integrate data into "Community Engagement Report".
Deliverables:
• Identification of Priority Needs
• SWOT Analysis Report
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Phase Two — Assessment of Existing Conditions, Development Opportunities,
Infrastructure and Alternative Resources for Development.
Tasks for Phase Two
1. Conduct a property conditions — developable land survey of downtown / target
areas documenting exterior conditions of structures, vacant structures and vacant
lots, premise and neighborhood conditions, and refining recommendations for
infrastructure improvements in designated areas.
2. Collect and analyze housing, land use, zoning, education, infrastructure, and other
pertinent demographic trends these areas.
3. Analytical overview of current housing market supply and demand, building
conditions, age, location, pricing and number of new and existing housing units,
land uses, ownership patterns, public infrastructure, and transportation facilities.
4. Identify opportunities for building upon existing economic development strategies,
anchor developments and proposed redevelopment plans.
5. Analysis of community lending and mortgage needs.
6. Preliminary assessment of market potential for various housing products and
preferences among potential residents in the target area.
7. Review and analyze federal and private sector financial programs/resources to be
utilized in planning areas.
8. Document regulatory and enforcement issues for the planning areas.
9. Analyze adjacent markets, market conditions, and anchor developments for their
impact on the planning area.
Deliverables:
• Housing Development Opportunity and Goal Strategy
• Condition and Evaluation of Critical Needs to support development Report
• Opportunities for achieving the housing production goals for the next 6
years in the target area and citywide application of the opportunities.
Phase Three — Housing Needs Analysis I Key Issues Assessment and Priorities for
Addressing Housing and Planning Issues
Tasks for Phase Three
1. Evaluation of existing City/ EDC housing programs that will address target area housing
goals, resources needed, home ownership market and development needs, gaps in
infrastructure, services and resources for development.
2. Strategies, resources and financing alternatives for development of 60 units in 6 years in
the target area
3. Identify strategies for creating sustainable development for the target area, architectural
/ design standards that link the target area development to nearby markets and anchor
developments.
4. Identify opportunities for institutions (educational, cultural, and religious) to engage in
public-private partnerships to foster development and reinvestment.
5. Develop strategies for creating and strengthening viable neighborhood associations and
creating "community empowerment and self-help initiatives".
6. Identify opportunities and roles for businesses, financial institutions, and government.
7. Identify and analyze city service, social service needs.
8. Identify funding sources and financial strategies for federal, state and nonfederal sources
of funds to implement economic development/housing initiatives.
9. Identify and analyze additional public facility, transportation and infrastructure needs.
10.Identify and analyze housing and housing service's needs, and the opportunity for
reinvestment/development of different housing types for — workforce, seniors, mixed
income, lease purchase housing.
11.Identify opportunities for re-branding / marketing downtown housing / target area with
improvements such as signage, streetscape/design elements, parks and open space.
12.Identify green technology and energy efficiency opportunities in construction.
13.Identify critical infrastructure needed to support development efforts.
14.Identify zoning, code enforcement and other regulatory changes needed to strengthen
and protect investment in the target area and support development.
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Deliverables:
• Draft Report documenting needs identified / recommendations
Phase Four and Five — Housing Policies, Strategies and Development Opportunities.
Tasks for Phase Five
1. Development strategy for housing development in the Downtown Target Area
2. Establish short-term and long-term goals for developing new housing and improving and
maintaining housing and neighborhoods stability.
3. Create housing policies and strategies for improving and maintaining housing and
neighborhoods based on the planning process.
4. Develop a six-year action plan for implementation of strategies and housing development
goals.
5. Identify roles and responsibilities of major participants, i.e. government, nonprofits,
business and financial institutions, private sector developers, residents, and others and
design conceptual financing structures/ potential funding sources.
6. Identify public policy / regulatory changes and community organizational enhancements
necessary to support implementation.
7. Identify and illustrate "project opportunity areas" and design "prototype demonstration
projects" as examples of implementation options.
8. Perform market research to validate the strategies and housing products recommended
for the target markets and consumers, and community and industry stakeholder.
9. Prepare Draft Report of the Plan and amend draft report based on input.
10.Develop Final Report and provide presentations
Deliverables:
• Key Issues and Recommended Strategies
• Report of Needs Assessment.
• Housing Policies and Housing Development Strategies and Implementation
Recommendations.
• Strategies for meeting Target Area and Consolidated Plan housing goals
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Phase Six— Implementation Strategies, Final Plan, Public Review and Presentations —
Implementation Action Plan
The implementation plan will be structured to identify roles and responsibilities, and
priorities for implementation based on resources, interactions with City and EDC leaders,
and priorities established in public meetings with neighborhood and potential residents.
The implementation plan will provide general strategies that are designed to meet the
strategic goals of the project, specific recommendations that address housing needs, and
provide illustrations of design concepts and financing strategies that could be
incorporated where appropriate. Each recommendation will be accompanied by a
discussion of the underlying issue, a list of potential funding sources, and best practices
from around the country that have been successful at addressing similar issues.
Deliverables:
• Target Area Housing Strategic Plan, Housing Policy Recommendations, and
Implementation Strategies
• Preliminary Housing Element of the Comprehensive Plan
• Strategy for incorporation of the Plan and Housing Element into the Consolidated
Plan and Annual Plan and guiding the allocation of CDBG, HOME and other
entitlement program funding.
Outcomes Expected from the Planning Process
-:• Develop public policy and development strategies for creating 60 units of
homeownership housing in downtown / target area; guide revitalization and
reinvestment efforts of the City and EDC including policies for housing,
infrastructure, and creating a Housing Element of the Comprehensive Plan.
-:- Quantify, build consensus, raise awareness of housing, infrastructure, and
economic development needs among local officials, community and private sector.
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-:- Cultivate areas for potential governmental, nonprofit and private sector
partnerships.
❖ Foster coordination among developers/builders, investors, financial institutions
and government to maximize the use of resources to improve housing choice.
❖ Broaden housing opportunities for residents and strengthen downtown by
stimulating development and investment.
❖ Create housing at the designated price point and affordability target identified by
the City and EDC and meeting the guidelines for funding provided through the EDC
referendum and City Entitlement Funds.
❖ Develop implementation strategies, policies, and development scenarios that can
be replicated Citywide.
❖ Develops effective measurement tools and reporting mechanisms to assess progress
in meeting housing needs, revitalizing downtown and implementing fair housing goals.
Maximize existing resources and leverage additional resources for housing
development and downtown /target area revitalization.
❖ Identify measurable opportunities for developing housing to support recruitment of
business and industry that provides the necessary wages to attracting people of diverse
incomes and support development of diversified housing types.
• Defines responsibilities for implementation by City, EDC and Private Sector.
1?
COST PROPOSAL
JQUAD's proposed cost to develop the above Scope of Work is $24,960 and is being
offered on a firm fixed cost basis. Firm fixed cost assumes that the delivery of services
for this project is based on the scope of work presented and therefore JQUAD assumes
the responsibility for completion of the project at this specified cost provided the scope of
work is not altered. Our cost reflects approximately 312 labor hours at an hourly rate of
$80.00 per hour. This $80 hourly rate is inclusive of all direct labor cost and indirect
administrative, overhead, and travel cost. JQUAD has proposed a 3-month schedule.
Phase One: Community Vision, Market Assessment and Strategic Planning.
40 hours @ $80 = $3,200
Phase Two: Assessment of Existing Conditions, Development Opportunities
60 hours @ $80 = $4,800
Phase Three: Housing Needs Analysis / Key Issues Assessment and Priorities
100 hours @ $80 = $8,000
Phase Four and Phase Five: Housing Policies, Strategies and Development
Scenarios and Project Financing
82 hours @ $80 = $6,560
Phase Six: Implementation and Final Plan
30 hours @ $80 = $2,400
Total 312 Hours @ $80 = $24,960
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INFORMATION PROFILE
Name of Proposal: City of Port Arthur, Texas
Downtown Target Area Housing Plan
Name of Firm: J-QUAD PLANNING GROUP, LLC
Local Address: 14675 Midway Road, Suite 219
Addison, Texas 75001
Contact Person: James Gilleylen, President
Phone: (972) 458-0600
Fax: (972) 458-0602
Email: gilleylenj(a J-QUAD.com
Website: http://www.J-QUAD.com
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