HomeMy WebLinkAboutAgenda Report - May 17, 2023 C-13CITY OF
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C A L I F O R N I A
AGENDA ITEM
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COUNCIL COMMUNICATION
AGENDA TITLE: Adopt a Resolution Authorizing the City Manager to Execute Amendment
No. 1 to the Regional Early Action Planning (REAP) Grant
MEETING DATE: May 17, 2023
PREPARED BY: Community Development Director
RECOMMENDED ACTION: Adopt a resolution authorizing the City Manager to execute
Amendment No. 1 to the Regional Early Action Planning
(REAP) Grant.
BACKGROUND INFORMATION: On June 2, 2021, City Council adopted Resolution No.
2021-158 approving the participation and allocation of
funding for the Regional Early Action Planning (REAP) grant
funds award to San Joaquin Council of Governments (SJCOG) on behalf of member agencies,
including the City of Lodi. This Resolution also authorized the City of Lodi Community
Development Department and the Economic Development Division to submit a concept letter
for REAP grant funds to support the production of affordable housing and increase opportunities
for low to moderate income households to access quality affordable housing, including
homeownership. On November 17, 2021, the REAP grant funds were accepted and appropriated,
Staff tried to identify consultants that could complete various feasibility studies in relation to tasks
outlined in the REAP concept letter submitted by the City. Unfortunately, most consultants
contacted did not currently have the capacity to take on such a task. Staff reevaluated needs and
conferred with SJCOG on allowabie uses. Since the cost of the consultant for the City's 6'" Cycle
Housing Element update came in significantly higher than anticipated, it was determined
amending the REAP grant would allow for remaining funds of $82,470 to be allocated towards
Housing Element Costs which would reduce the overall cost burden on the City.
Staff recommend City Council adopt a resolution authorizing the City Manager to execute
Amendment No. 1 to the REAP grant.
FISCAL IMPACT: There is no fiscal impact as funds have already been accepted and
appropriated and there is no change in the amount of funds the City
will receive.
FUNDING AVAILABLE: Not Applicable.
John Della Monica, Jr.
Com unity Development Direct6r
Attachments:
A. SJCOG REAP — Amendment No.1
APPROVED: 11
:,
Stephen Schwabauer, City Manager
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City of Lodi
REAP Funds Cooperative Agreement
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AMENDMENT #1
REGIONAL EARLY ACTION PLANNING ("REAP") FUNDS COOPERATIVE AGREEMENT (C-22-004
A-1) FOR THE CITY OF LODI
This COOPERATIVE AGREEMENT (hereinafter "Agreement"), effective as of AUGUST 13, 2021 is
made and entered into by and between SAN JOAQUIN COUNCIL OF GOVERNMENTS a Joint
Powers Authority established under California Government Code section 6500 et seq.
(hereinafter "SJCOG") and, the CITY OF LODI, a municipal corporation (hereinafter "Sponsor")
to increase the housing supply and accelerate the production of quality affordable housing in
Lodi through the Sixth Cycle Housing Element and Affirmatively Furthering Fair Housing,
analysis of impediments of fair housing, site plans of potential developments, and affordable
housing ordinance and planning.
The undersigned accept the terms of Amendment #1 to the cooperative agreement set forth in
the attached REAP Concept Letter and Exhibit A and agree to faithfully perform according to the
terms and conditions thereof.
Date:
Stephen Schwabauer
City Manager
City of Lodi
Date:
Diane Nguyen, AICP
Executive Director
San Joaquin Council of Governments
Date:
Steve Dial
Deputy Executive Director & Chief Financial Officer
San Joaquin Council of Governments
Approved as to Form:
JANICE D. MAGDICH ,
City Attorney
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City of Lodi
Exhibit A REAP Funds Cooperative Agreement
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January 23, 2023
To: San Joaquin Council of Governments
555 East Weber Avenue
Stockton, CA 95202
From: City of Lodi, Community Development Department
John R. Della Monica Jr., Community Development Director
221 W. Pine Street
Lodi, CA 95240
RE: CONCEPT LETTER INTENDING TO FULFILL REAP REQUIREMENTS AMENDMENT #1
The City of Lodi respectfully submits its REAP program allocation concept letter and resolution approved
by the City Council on June 2, 2021.
The implementation of this concept represents in many ways a new order of business in helping meet the
housing needs of a sizeable portion of Lodi residents. Recent data shows that over 36 percent of Lodi
residents spend greater than 30 percent of income on housing.
With these and other measures of housing need in mind, we are enthusiastic to begin our quality
affordable housing initiative to accelerate affordable housing production. This funding opportunity will
help in blending the new with the existing housing stock to achieve cohesive neighborhoods and
interaction among residents and neighborhood -oriented services, including recreation, transportation
access, walkability, and shopping.
We look forward to hearing from you following your review of our submission below.
Section 1: Description and outline of tasks
This concept letter is intended to fulfill the Regional Early Action Planning (REAP) requirement though
identifying feasible approaches to increase the housing supply and accelerate the production of quality
affordable housing in Lodi through the Sixth Cycle Housing Element and Affirmatively Furthering Fair
Housing, analysis of impediments to fair housing, site plans of potential developments, and affordable
housing ordinance and planning.
Description: Priority 1- Housing Element and Affirmatively Further Fair Housing
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Per California Department of Housing and Community Development (HCD), since 1969, California has
required that all local governments (cities and counties) adequately plan to meet the housing needs of
everyone in the community. California's local governments meet this requirement by adopting housing
plans as part of their "general plan" (also required by the state). General plans serve as the local
government's "blueprint" for how the city and/or county will grow and develop and include eight
elements: land use, transportation, conservation, noise, open space, safety, environmental justice, and
housing.
California's Housing Element Law acknowledges that, in order for the private market to adequately
address the housing needs and demand of Californians, local governments must adopt plans and
regulatory systems that provide opportunities for (and do not unduly constrain) housing development. As
a result, housing policy in California rests largely on the effective implementation of local general plans
and, in particular, local housing elements. Per the Housing and Urban Development Department (HUD)
Title VIII of the Civil Rights Act of 1968, known as the Fair Housing Act, requires HUD and recipients of
federal funds from HUD to affirmatively further the policies and purposes of the Fair Housing Act, also
known as "affirmatively further fair housing" or "AFFH." The obligation to affirmatively further fair housing
requires recipients of HUD funds to take meaningful actions, in addition to combating discrimination, that
overcome patterns of segregation and foster inclusive communities free from barriers that restrict access
to opportunity based on protected characteristics, which are:
• Race
• Color
• National origin
• Religion
• Sex (including gender identity and sexual orientation)
• Familial status
• Disability
Generally, in administering programs and activities relating to housing and community development, the
federal government, HUD, and its recipients must:
• Determine who lacks access to opportunity and address any inequity among protected class
groups
• Promote integration and reduce segregation
• Transform racially or ethnically concentrated areas of poverty into areas of opportunity
Outline of Tasks: Priority 1- Housing Element and Affirmatively Further Fair Housing
Please see attached Exhibit A for full outline of tasks.
Description: Priority 2 — Expediting Affordable Housing Through Site Plans, Ordinance and Planning
Feasibility Study
The City of Lodi currently has no 'affordability' ordinances in place, requiring participation in the
development of affordable housing stock, meeting the current legislation. We are now preparing to take
the steps necessary towards the establishment of ordinances dedicated to meeting housing goals found
in our Annual Action Plan and upcoming cycle of Housing Element updates. These goals focus on a fair
share of affordable housing, to a wider cross-section of our community's population, as directed by the
Department of Housing and Community Development (HCD).
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The City of Lodi is looking at a blended approach to meet our local housing objectives. Due to the unique
range of residential, commercial and industrial developments within the City, determining the best
application to fit project specifics will be the focus of the feasibility study. Established approaches
designed to meet the Federal and State mandates are varied and are briefly outlined as follows:
Development Agreements:
As established through an annexation process, a Planned Unit Development (PD) platform allows by
design, the ability to negotiate on land use designations, zoning overlay and development standards,
offering the City the greatest opportunity to achieve affordability -housing goals. Considerations of
affordable housing for rent and/or for sale can be realized much faster through this process but require
management to maintain the 'affordability' mandates tied to deed restricted development.
Inclusionary Housing:
An inclusionary housing program would develop local policies that tap the economic gains from rising real
estate values to create affordable housing for lower income families. An inclusionary housing program
generally requires developers to sell or rent 10 to 30 percent of new residential units to lower-income
residents. Many inclusionary housing programs partially offset the cost of providing affordable units by
offering developers one or more incentives such as tax abatements, parking reductions, or the right to
build at higher densities. Most programs recognize that it is not always feasible to include affordable on-
site units within market -rate projects. In some cases, developers can choose among alternatives, such as
payment of an in -lieu fee or provision of affordable off-site units in another project.
In -lieu of Fees:
In -lieu of fees are deposited in a local affordable -housing trust fund, which through accumulation
facilitates the construction of affordable housing stock within the community. The greatest impediment
to goal of achieving affordable housing numbers is the time needed to accumulate adequate funding that
support construction.
Potential Affordable Housing Site Plans to Determine Feasibility:
There are several locations options for Affordable Housing Development in Lodi, the City will work to
create site plans to work with developers and/or Housing Authority of San Joaquin on feasibility of these
projects based on site plans created.
Outline of Tasks: Priority 2 - Affordable Housing Ordinance and Planning Feasibility Study
The affordable housing feasibility study would analyze the relationship, between new market rate rental
housing development and the need for additional affordable housing in the City of Lodi. This would be
done using the industry standard approach of estimating the new employment generated by the new
development due to new household spending, then by estimating the likely combined household incomes
associated with new worker households. The study would also evaluate:
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1. The cost of providing new affordable housing units and translate those costs to represent the
maximum per square foot fee that would need to be assessed on new residential, commercial,
industrial, etc. development to adequately offset induced demand for affordable housing.
2. Based on this nexus, the study would then evaluate the impact of these "maximum justifiable"
fees on the financial feasibility of new development.
3. The study would outline recommendation for:
a. Development of an inclusionary housing policy and fee schedule that are intended to
ensure that the ordinance is justifiable and legally defensible
b. that impact fees (also known as in -lieu fees) are set at levels that adequately account for
the cost of providing affordable housing and encourage on-site production of affordable
housing units, while not creating undue constraints to the financial viability of new market
rate housing developments
Section 2: Priority tasks fall under
The tasks within this concept letter fall under the Planning and Coordination to Develop a Regional Project
Pipeline. The concept letter outlines the use of grant funds to perform feasibility studies to determine the
most achievable approach to quality affordable housing, determine the most efficient locations to site
housing, and to recommend local planning, permitting, and land use policies to accelerate housing
production. The studies will also perform infrastructure planning to support new housing as needed.
These tasks all fall under the eligible activities as outlined below and in the Regional Early Action Planning
(REAP) Guidelines.
Regional Project Pipeline Eligible Activities
1. Accommodate the development of housing and infrastructure that accelerate housing
production.
a. Establishing pro -housing policies.
2. Activities must demonstrate a nexus to increasing housing and accelerating housing production.
3. Outreach, education, priority setting, and other related activities in consultation with SJCOG and
HCD to carry out the overall program consistent with statutory objectives.
4. In consultation with local jurisdictions and/or HCD, develop and/or conduct a planning study
related to regional housing and/or the acceleration of housing production.
Section 3: How much funds will be used?
Allocation $132,470
• Priority 1: Housing Element and Affirmatively Further Fair Housing - $82,470
• Priority 2: Affordable Housing Ordinance and Planning Feasibility Study - $50,000
Section 4: Schedule of tasks
Expenditure deadline: December 31, 2023
• December 1, 2021: Approximately 1/3 of allocated funds expended
o Projected Schedule:
■ September 1, 2021 — Contracts with architectural consultant awarded and
executed. Anticipate full award amounts encumbered.
■ December 31, 2021 —
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• October 2021 and November 2021 contracts executed and Invoices
received to demonstrate 1/3rd of allocated funds expended or
encumbered.
• December 1, 2022: Approximately 2/3 of allocated funds expended or encumbered
o Projected Schedule:
■ December 1, 2021 to November 30, 2022:
• A preliminary market study of valuation and an analysis of the investment
opportunity for all parties will be previewed.
• Determine the cost of providing new affordable housing units and
translate those costs to represent the maximum per square foot fee that
would need to be assessed on new residential, commercial, industrial,
etc. development, to adequately offset induced demand for affordable
housing.
• Evaluate the impact of identified "maximum justifiable" fees on the
financial feasibility of new development.
■ December 1, 2022 —
• December 2021 — November 2022 Housing Element contracts executed
and invoices received to demonstrate a minimum of 2/3rds of allocated
funds are expended or encumbered.
• June 1, 2023: Approximately 85% of allocated funds expended
o Projected Schedule
■ December 1, 2022 — May 31, 2023
o Exhibit A demonstrates full scope of tasks for the 6th Cycle
Housing Element Update and will be 50% complete by May 31,
2023.
• June 1, 2023 —
o December 2022 - May 2023 invoices received to demonstrate a
minimum of 85% of allocated funds are expended.
• December 31, 2023 all allocated funds expended
o Project invoices being billed to REAP would be scheduled for submission no later than
November 1, 2023 to ensure final Invoices received and processed no later than
December 12023 to guarantee all allocated funds are expended by expenditure deadline
of December 31, 2023.
Section 5: Contact Information
Project Manager: John Della Monica, Community Development Director
Email: idellamonica@lodi.gov
Phone: 209-269-4526
Lead Staff: Jennifer Rhyne, Neighborhood Services Manager
Email: irhyne@lodi.gov
Phone: 209-269-4519
Respectfully submitted,
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REAP Funds Cooperative Agreement
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John R.Della Monica Jr.
Community Development Director, City of Lodi
Email: jdellamonica@lodi.ov
Phone: 209-269-4526
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City of Lodi
Sixth Cycle Housing Element Update
Work Scope
November 4, 2022
Task 1 Project Initiation
Task 1.1 Project Kick-off Meeting
Mintier Harnish will facilitate a virtual project kick-off meeting with City staff. During this
meeting, Mintier Harnish will work with City staff to accomplish the following:
• Review the work scope and schedule.
• Establish communication protocols, including monthly status reporting, project status
coordination calls, and conference call/online video call protocols.
• Determine a typical review schedule needed by City staff for draft work products.
• Review and discuss overall organization of the Housing Element Update.
• Discuss the community engagement strategy and the roles and responsibilities for both
City staff and Mintier Harnish.
• Identify informational sources and available GIS mapping data, including level of
accuracy, status, and most recent updates.
• Review preliminary RHNA and discuss the potential and strategy for an appeal.
• Discuss data resources, approach, and methodology for the sites analysis.
Discuss critical housing issues and the City's existing Housing Element.
Determine consultation and coordination with appropriate governmental agencies.
Discuss the Safety, Conservation, and Environmental Justice Element requirements.
Discuss the SB 244 disadvantaged unincorporated communities analysis.
Following the kick-off meeting Mintier Harnish will join a virtual city tour, led by City staff, to
familiarize the consultant team with the city's structure, examples of housing successes and
challenges, high- and low- resource neighborhoods, and safety-related issues.
Task 1.2 Project Management
Mintier Harnish will establish regular communication and coordination with City staff that
includes bi-weekly virtual check-in meetings, in-person milestone meetings, telephone
conferences, emails, and other communications to ensure timely delivery and adoption of the
updated Housing, Safety, Conservation, and Environmental Justice Elements. During the kick-
off meeting Mintier Harnish will identify communication protocols and key project staff and
consultants who will be copied on all communications. Mintier Harnish will provide monthly
project status reports that identify any budget or schedule issues and, if identified, proposed
resolutions. Since March 2020, when Mintier Harnish needed to adapt our work and projects to
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a virtual environment, Mintier Harnish have developed a wide range of communication and work
options that Mintier Harnish can work with City staff to implement if needed.
Task 1 Deliverable
• Kick-off meeting agenda (digital; pdf)
• Communication, email, and file saving protocols; style guide (digital; pdf)
Task 2 Review and Evaluate Current Housing Element
Task 2.1 Review and Evaluate Current Housing Element
Mintier Harnish will review and evaluate the City's 2015-2023 Housing Element. Specifically,
Mintier Harnish will:
• Discuss the effectiveness and continued appropriateness of current housing programs
and policies
• Evaluate the City's progress in meeting identified goals
• Identify any barriers to achieving identified goals
• Review compliance with new State laws
• Identify potential revisions to existing programs
The City's latest Housing Element Annual Progress Report will be the starting point for this
evaluation. Mintier Harnish will interview City staff and compile additional information to provide
an assessment of the continued appropriateness of existing programs and whether new
programs should be added to address emerging trends and issues. Upon completion of this
review, Mintier Harnish will provide a memorandum summarizing our findings. Mintier Harnish
will also develop a recommended format and draft outline for the Housing Element Update.
Task 2 Deliverable
2019-2023 Housing Element evaluation (digital; Word document; pdf)
Task 3 Administrative Draft Housing Element
Task 3.1 Existing Housing Needs Analysis
The Existing Housing Needs Analysis is a comprehensive evaluation of current demographic,
employment, housing, and housing market conditions and trends. Mintier Harnish will use this
section as the basis for determining the existing unmet housing needs in Lodi. This analysis will
include the following topic areas:
Demographic Profile and Employment Profile. This section establishes "baseline" population
and employment characteristics for the city, including population growth trends, age
characteristics, race and ethnicity, income, local employment trends, and population and
employment projections.
Household Characteristics and Housing Stock. Mintier Harnish will use recent data sources
to update the description of the existing housing stock in terms of housing stock growth and
composition, vacancy rates, housing age and conditions, and overcrowding. Mintier Harnish will
also describe housing cost burdens and the ability of households of different income levels to
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pay for housing. Mintier Harnish will describe current housing market trends, home sale prices,
and rental rates based on recent data sources (e.g., DataQuick, Zillow, CaIREALTORS records)
and conversations with local realtors.
Special Needs Housing Analysis. Mintier Harnish will update the analysis of housing needs
for special needs populations, including senior households, persons with disabilities, large
families, single female -headed households, farmworkers, seasonal workers, extremely low-
income households, and persons in need of emergency shelter.
Task 3.2 Fair Housing Assessment
The Mintier Harnish/Rincon team will prepare an assessment of fair housing practices. Mintier
Harnish will analyze fair housing enforcement and outreach, integration and segregation
patterns and trends, racially and ethnically concentrated areas of poverty, disparities in access
to opportunities, and disproportionate housing needs consistent with HCD's AFFH Guidance for
All Public Entities and for Housing Elements (April 2021). Mintier Harnish will describe Lodi's fair
housing needs, including a discussion on how the proposed sites inventory promotes fair
housing, and will develop meaningful actions that the City can implement to further fair housing
issues in the community.
Task 3.3 Sites Inventory
The City of Lodi 6th Cycle RHNA allocation is 3,909. For the Housing Element Update, it will be
imperative to take into consideration the following adequate site requirements under new
housing element laws:
• No net loss of capacity when sites are developed
• Continued ability to meet the RHNA by income category
• Stringent standards for assessing feasibility when reusing vacant and underutilized sites
that were included in the 5th Cycle Multi -Jurisdictional Housing Element
• Demonstrated trends of development
To accommodate new State legislation and requirements, additional justification is required to
demonstrate that potential sites are suitable and available. This justification may include:
• Lot consolidation potential
• Feasibility of development on smaller sites
• Impediments for residential development on non -vacant sites, if applicable
• Recent development on similar sites
• Substantial evidence the existing use is likely to be discontinued within the planning
period
Following the analysis of available sites, Mintier Harnish will prepare a Mintier Harnishb
mapping portal that will be used to share online, interactive maps with City staff and the
community. Static maps created from this portal will be used to generate a sites inventory using
HCD's current worksheet format and template. Mintier Harnish will provide an expanded
analysis of the sites inventory including development trends that justify the inclusion of vacant
and non -vacant sites. Mintier Harnish assume one round of review on the initial information
presented in the web portal and sites inventory (Excel format).
Task 3.4 Rezoning
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Mintier Harnish/Rincon Team will work with City staff to identify potential areas for rezoning, if
the sites analyses determine it is necessary. Mintier Harnish will evaluate the City's existing
inventory of vacant and developed land within the city limits, existing uses, allowed uses,
potential for development, and the General Plan land use designations and zoning map to
identify potential rezoning opportunities. These opportunities for rezoning may include
increasing densities, changing land use designations to allow residential or mixed uses,
intensifying land use, or establishing overlay zoning to facilitate housing production.
Task 3.5 Electronic Housing Element Site Inventory Form
Mintier Harnish/Rincon Team will prepare and submit an electronic copy of the final sites
inventory to HCD using pre -approved Excel spreadsheets. Mintier Harnish will prepare the
necessary submittals on behalf of the City using the downloadable Housing Element Sites
Inventory Form.
Task 3.6 Financial and Programmatic Resources
The Financial and Programmatic Resources section will include a description of the City's 2023-
2031 RHNA from SJCOG. This analysis will examine the resources and opportunities available
for the development, rehabilitation, and preservation of housing. It will include an inventory and
analysis of the land resources (i.e., vacant and underutilized sites), and the financial and
administrative resources available to support housing activities.
Units Approved, Built, or Under Construction. A jurisdiction is allowed to count units that are
approved, built, or under construction as of the beginning of the projection period (or completed
after that date, but before Housing Element adoption) against its RHNA and calculate the
remaining housing need. Mintier Harnish will count any of these units against the RHNA and
calculate the remaining housing need.
Adequacy of Public Facilities and Services. Mintier Harnish will prepare an assessment of
the adequacy of water and wastewater infrastructure to meet existing and future housing needs,
based on information from local water and wastewater master plans, specific plans, and City
staff input.
Inventory of Financial and Administrative Resources. Mintier Harnish will describe local,
State, and Federal financial and administrative resources available to help the City implement
its housing programs.
Energy Conservation Opportunities. Mintier Harnish will describe opportunities for energy
conservation, including the City's existing General Plan policies that promote energy
conservation, and alternative energy and green building measures. Mintier Harnish will also
describe local energy conservation programs, such as weatherization and rebate programs
provided by local utility companies.
Task 3.7 Housing Constraints
Mintier Harnish will review and update the analysis of both governmental and non-governmental
constraints, such as land and development costs, site constraints, existing or planned
infrastructure, land use controls, building code regulations, fees, and permit and processing
procedures. Mintier Harnish will also analyze constraints on housing for persons with
disabilities, and the City's current permitting procedures for emergency shelters, transitional and
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supportive housing, and single -room occupancy units. Mintier Harnish will update this section to
address the current economic climate and housing market. The housing constraints analysis will
also document local efforts to remove governmental constraints to improve the City's ability to
meet its share of the regional housing needs and satisfy the requirements of the Government
Code Section 65583 et seq.
Task 3.8 Housing Element Goals, Policies, and Quantified Objectives
Mintier Harnish will update the 2019-2023 Housing Element goals, policies, programs, and
quantified objectives based on the evaluation of the 2019-2023 Housing Element, the housing
needs and constraints identified in the Background Report, recent changes to State law, public
input from the community meetings, and feedback from City staff. Housing policies and
programs will build upon the most successful policies and programs in the 2019-2023 Housing
Element. All programs will include specific steps; time frame for implementation; responsible
department, agencies, or officials; the City's implementation responsibilities; and measurable
outcomes.
Task 3 Deliverables
• Housing needs analysis
• Fair housing assessment
• ArcGIS Online web mapping portal (online)
• Final sites inventory in HCD-approved format to be included as an Appendix to the
Housing Element (digital; Excel; pdf)
• Financial and programmatic resources analysis
• Housing constraints analysis
• Housing Element Goals, Policies, and Quantified Objectives
Task 4 Public Review Draft Housing Element
Task 4.1 Administrative Review Draft Housing Element
Mintier Harnish will prepare an Administrative Draft Housing Element for City staff to review
Task 4.2 Public Review Draft Housing Element
Mintier Harnish will prepare a Public Review Draft Housing Element based on comments
received from City staff on the Administrative Review Draft Housing Element. Recent changes
in State law now require the City to circulate the Public Review Draft Housing Element for a
minimum 30 -day public comment period. At the end of the comment period, the City must allow
for a minimum of 10 days to respond to public comments prior to the Planning Commission
review of the Draft Housing Element.
Task 4.3 HCD Public Review Draft Housing Element
Mintier Harnish will revise the Public Review Draft Housing Element based on direction from the
Planning Commission and City Council and prepare a Draft Housing Element to be delivered to
HCD.
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Task 4 Deliverables:
• Administrative Review Draft Housing Element (digital; Word document; pdf)
• Public Review Draft Housing Element (digital; Word document; pdf)
• Newsletter #2 (digital; InDesign; pdf)
• Study Session Materials (digital; PowerPoint)
• HCD Review Draft Housing Element (digital; Word document; pdf)
Task 5 State Certification
Task 5.1 Transmittal to HCD
Mintier Harnish will hand -deliver the Draft Housing Element to HCD. Under State law, HCD has
up to 90 days to review the Draft Housing Element. During the HCD review process, Mintier
Harnish will maintain close contact with the assigned HCD reviewer to respond to any questions
he/she may have during the process.
Task 5.2 Meeting with HCD
Following submission of the HCD Review Draft Housing Element and prior to the end of the 90 -
day review period, Mintier Harnish and City staff will meet with HCD staff or conduct a phone
call meeting to discuss the Draft Housing Element and preliminary HCD comments. If
necessary, Mintier Harnish will have additional meetings with HCD after submitting the response
to comments to facilitate the review process.
Task 5.3 Response to HCD Comments
Following the City's receipt of HCD comments on the HCD Review Draft Housing Element,
Mintier Harnish will prepare a preliminary response to HCD comments and provide this to City
staff for review. Based on comments received from City staff, Mintier Harnish will then prepare
and submit a formal written response to HCD comments. Mintier Harnish will work closely with
HCD to seek a timely conditional approval letter prior to Planning Commission and City Council
hearings.
Task 5 Deliverables:
• Completeness Checklist (digital; Word document; pdf)
• Response to HCD Comments (digital; Word document; pdf)
Task 6 Community Outreach
Task 6.1 Community Engagement Strategy
Based on input from City staff at the kick-off meeting, Mintier Harnish will finalize the details of
the comprehensive Community Engagement Strategy (Strategy). The strategy will describe
engagement methods, responsibilities, and publicity protocols. Mintier Harnish will structure the
Strategy to be inclusive of all those who make up the community, including residents; workers;
businesses; property owners; developers and residential builders; educational institutions; civic,
community, and non-profit organizations; religious, social, cultural, and ethnic committees; and
public agencies.
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Task 6.2 Project Branding and Logo
Mintier Harnish will develop a branding package for the Housing Element Update. The branding
package will include a project logo and style templates for all work products, maps, and publicity
materials to build enthusiasm about the project and ensure that this effort is distinct in the minds
of the community.
Task 6.3 Website and Online Engagement
Mintier Harnish will develop an interactive, informational website, or page on the City's website,
for the Housing Element Update to provide an easy-to-use tool for residents to stay informed
during the Update process. Mintier Harnish will regularly update the online engagement tools
with new questions, surveys, opinion polls, and geographic mapping tools.
Task 6.4 Newsletters
Mintier Harnish will prepare two newsletters: a Housing Element update overview and a
summary of the Public Review Draft Housing Element Update.
Task 6.5 Stakeholder Interviews and Focus Group Meetings
Mintier Harnish will facilitate up to 15 one-hour stakeholder interviews and up to five stakeholder
focus group meetings. Mintier Harnish will work with City staff to identify participants and contact
information for the interviews and focus groups. Mintier Harnish will coordinate interview times
with participants and provide a summary of the stakeholder interviews and focus groups. The
stakeholder interviews and focus group meetings will be conducted as virtual meetings via
Zoom or other online technology.
Task 6.6 Community Workshops
Mintier Harnish will facilitate three community workshops: the first on housing concerns and
needs, the second on vacant and underutilized sites assessment, and the third on the Public
Review Draft Housing Element Update. Two workshops will be virtual via zoom or other online
platform; the third will be in-person. Mintier Harnish will also support the workshops with online
opinion surveys.
Task 6.7 Study Sessions: Planning Commission and City Council
Mintier Harnish will facilitate three study sessions with the Planning Commission and City
Council. The first will be a joint study session to discuss the results of the sites inventory,
community discussion, stakeholder interviews, and opinion surveys. The second will be with the
Planning Commission to solicit input on the Public Review Draft Housing Element Update and
formulate a recommendation for the City Council. The third will be with the City Council to solicit
input on the Public Review Draft Housing Element Update and request authorization to submit
the Housing Element Update to HCD for the mandated 90 -day review period. All three study
sessions will be virtual.
Task 6.8 Translation Services
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Mintier Harnish will offer two types of translation services for the project: verbal translation and
translation of written materials. Presentations, posters, handouts, and all other written material
will be available in both English and Spanish. Translators can be present at all workshops.
Task 6 Deliverables:
• Stakeholder and community contact list (digital; Excel; pdf)
• Community engagement strategy (digital; Word document; pdf)
• Project logo and branding package (digital; pdf)
• Website and online engagement (digital)
• Online opinion survey (online)
• Opinion survey results summary (digital; Word document; pdf)
• Newsletter #1: Housing Element Update Overview (digital; InDesign; pdf)
• Newsletter #2: Public Review Draft Housing Element Update (digital; InDesign; pdf)
• Stakeholder interview summary (digital; Word document; pdf)
• Stakeholder focus group summary (digital; Word document; pdf)
• Community workshop information boards and handouts (digital; pdf; hard copies, display
boards)
Study session materials (digital; PowerPoint presentations; pdf)
Task 7 Public Hearings
Mintier Harnish will work with City staff to respond to HCD staff comments, incorporate those
responses into a Public Hearing Draft Housing Element, and facilitate adoption of the Final
Housing Element.
Task 7.1 Public Hearing Draft Housing Element
Mintier Harnish will prepare a Public Hearing Draft Housing Element that incorporates all of the
responses to HCD comments. Mintier Harnish will provide a digital copy of the Public Hearing
Draft Housing Element to post on the City website and will send out an email to stakeholders
and the community.
Task 7.2 Public Hearings and Adoption
Mintier Harnish will attend two public hearings—one with the Planning Commission and one with
the City Council—to present the Public Hearing Draft Housing Element, respond to questions,
and record the recommendations of the Planning Commission and the action of the City
Council.
Task 7.3 Final Housing Element and Transmittal to HCD
Mintier Harnish will prepare the Final Housing Element that incorporates any changes made by
the Planning Commission and City Council in adopting the Housing Element. Mintier Harnish
will print hard copies and provide a digital copy of the Final Housing Element. Mintier Harnish
will also prepare a cover memorandum to accompany submission of the Final Housing Element
to HCD for the final 60 -day certification period.
Task 7 Deliverables:
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Planning Commission and City Council Public Hearing materials (digital; PowerPoint
presentations; pdf)
Final Housing Element transmittal memorandum to HCD (digital; Word document; pdf)
Final Housing Element (1 bound hard copy; digital; Word document; pdf)
Task 8 Environmental Review
Mintier Harnish will coordinate with City staff on integrating the environmental assessment for
the Housing, Safety, Conservation, and environmental Justice Elements with the environmental
Impact report currently being prepared for selected General Plan amendments. Mintier Harnish
will provide analytical support and technical analysis as needed.
Task 9 Tribal Consultations
Mintier Harnish will assist City staff in conducting government -to -government tribal consultation
in accordance with Assembly Bill 52 of 2014 (AB 52) and Senate Bill 18 of 2004 (SB 18). Mintier
Harnish will prepare the AB 52- and SB 18 -specific letters placed on City letterhead; prepare
and submit a Native American Heritage Commission Sacred Lands File SB 18 request; and
prepare a tracking sheet and instructions for City staff.
Task 9 Deliverable
Technical memorandum documenting Tribal consultation results (digital; Word
document; pdf)
Task 10 Review General Plan For Consistency
Task 10.1 Review General Plan For Consistency
Mintier Harnish will review the General Plan to ensure consistency with the Housing Element
Update. Mintier Harnish will review the land use; growth management and infrastructure;
community design and livability; transportation; parks, recreation, and open space;
conservation; and noise elements and prepare recommendations for revisions, if appropriate.
Mintier Harnish assume that since the Safety Element has not been updated to comply with new
State laws, Mintier Harnish have included work scope and budget to address that element
update, which goes beyond housing element consistency. Mintier Harnish have also included
work scope and budget for a new Environmental Justice Element, as wehll as a SB 244
Disadvantaged Unincorporated Communities analysis.
Task 10 Deliverable
Memorandum summarizing General Plan consistency review (digital; Word document;
pdf)
Task 11 Preparation of Other Elements of the General Plan
Task 11.1 Safety Element Update
Subtask 11.1.1 Vulnerability Assessment
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Mintier Harnish will identify and map critical assets (emergency services, transportation, public
health) that could be exposed to climate hazards and conduct a spatial and qualitative analysis
of the sensitivity and adaptive capacity of each. A key component of the vulnerability
assessment will be an evaluation of the potential for climate change to disproportionally impact
vulnerable population groups (e.g., seniors, children, low-income communities, outdoor
workers).
Subtask 11.1.2 AB 747 Analysis
Mintier Harnish will coordinate with City staff, and other emergency management personnel to
select up to three emergency scenarios and assess the capacity of the City's evacuation route
options under selected conditions, including those most likely to be influenced by climate
change. The analysis will be informed by existing evacuation plans and analyses to develop a
model that provides evacuation route vulnerability scores for residential parcels (and
commercial properties if the City desires).
Through this analysis, Mintier Harnish will develop a vulnerability score. The vulnerability score
will be assigned to each parcel based on the modeled time estimated to evacuate outside city
boundaries. This model will not include dynamic traffic modeling. The analysis will be used to
determine if the City should consider putting additional or alternate evacuation contingency
plans in place and what additional measures or contingency plans and options it should
consider implementing. Mintier Harnish will include key findings and policy recommendations for
inclusion in the Safety Element and develop a brief technical memorandum describing the
methodology of the results and high-level recommendations.
Subtask 11.1.3 SB 99 Analysis
Mintier Harnish will identify residential developments in any hazard area identified in the Safety
Element that do not have at least two emergency evacuation routes. Mintier Harnish will
coordinate with City staff to develop a citywide map using ESRI that identifies communities with
less than two ingress/egress and provide a narrative description of the implications for
evacuation planning. Mintier Harnish will use the analysis to determine if the City should
consider specific plans or policies to address any identified access limitations or constraints.
Subtask 11.1.4 Safety Element Policy Memorandum
Mintier Harnish will review the existing Safety Element and identify necessary updates to bring it
into compliance with State law. Mintier Harnish will provide a memorandum summarizing the
most recent applicable legislation requirements, recommendations on how the City can comply
with these requirements, and critical updates that will be needed for the existing Safety Element.
Subtask 11.1.5 Administrative Draft Safety Element
Mintier Harnish will update background information, associated maps, and the regulatory
context for the following topics currently included in the Safety or Conservation Element: soils,
seismic, and other geologic hazards; flood hazards; fire hazards; hazardous materials and
waste; aircraft hazards; and emergency response.
Subtask 11.1.6 Public Review Draft Safety Element
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Mintier Harnish will revise the Administrative Draft Safety Element in response to a single set of
consolidated comments from City staff.
Subtask 11.1.7 Community Workshop: Safety Element
Mintier Harnish and City staff will facilitate one virtual community workshop on the Safety
Element. Mintier Harnish will present the Draft Safety Element and discuss key changes and
updates.
Subtask 11.1.8 Planning Commission and City Council Joint Study Session
Mintier Harnish will assist City staff in facilitating a virtual joint study session with the Planning
Commission and City Council to present the Draft Safety Element and discuss the results of the
community workshop. Mintier Harnish will solicit input and direction from the Planning
Commission and City Council. Mintier Harnish will revise the Safety Element as necessary
following the study session.
Subtask 11.1.9 Adoption Hearings
Mintier Harnish will attend Planning Commission and City Council adoption hearings for the
Safety Element as a part of the Housing Element Adoption Hearings (Task 7).
Subtask 11.1.10 Prepare Final Documents
Mintier Harnish will prepare the Final Safety Element in a format consistent with the adopted
2014 Lodi General Plan.
Task 11.1 Deliverables:
• Draft Vulnerability Assessment (digital; Word document; pdf)
• Final Vulnerability Assessment (digital; Word document; pdf)
• Evacuation Analysis — Technical Memorandum (digital; Word document; pdf)
• Draft Evacuation Map (digital; GIS; pdf)
• Final Evacuation Map (digital; GIS; pdf)
• Draft Safety Element Policy Memorandum (digital; Word document; pdf)
• Final Safety Element Policy Memorandum (digital; Word document; pdf)
• Administrative Draft Safety Element Update (digital; Word document; pdf)
• Public Review Draft Safety Element Update (digital; Word document; pdf)
• Community Workshop Materials (digital; PowerPoint presentations; display boards and
handouts)
Final Safety Element Update (digital; Word document; pdf)
Task 11.2 Conservation Element
Mintier Harnish will update the Conservation Element, in conjunction with the Safety Element to
identify rivers, creeks, stream, flood corridors, riparian habitats, and land that may
accommodate floodwater for purposes of groundwater recharge and stormwater management.
Task 11.3 Environmental Justice Element
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Subtask 11.3.1 Administrative Draft Environmental Justice Element
Mintier Harnish will prepare an Administrative Draft Environmental Justice Element that aligns
with the Governor's Office of Planning and Research Guidelines. Mintier Harnish will use
CalEnviroScreen 4.0 to determine areas of concern regarding environmental justice issues that
is consistent with SB 535 (Disadvantaged Communities). The updated Environmental Justice
Element at a minimum will address goals, policies, and programs pertaining to the following
topics: educational attainment, pollution burden of disadvantaged communities, and
identification of burdensome quality of life metrics including poverty, unemployment, linguistic
isolation, and health.
Subtask 11.3.2 Public Review Draft Environmental Justice Element
Mintier Harnish will revise the Administrative Draft Environmental Justice Element in response
to a single set of consolidated comments from the City. Mintier Harnish will prepare a Public
Review Draft Environmental Justice Element.
Subtask 11.3.3 Community Workshops: Environmental Justice Element
Mintier Harnish will work with City staff and community organizations to facilitate two community
workshops on the Environmental Justice Element. Mintier Harnish will present the purpose of
the Environmental Justice Element and discuss key goals, policies, and programs that are
included as part of the Draft. Mintier Harnish will then facilitate a question -and -answer session
and interactive small group sessions. Mintier Harnish will summarize the results of the input
received.
Subtask 11.3.4 Planning Commission and City Council Joint Study Session
Mintier Harnish will assist City staff with facilitating a virtual joint study session with the Planning
Commission and City Council to present the Draft Environmental Justice Element and discuss
the results of the community workshops. Mintier Harnish will solicit input and direction from the
Planning Commission and City Council. Mintier Harnish will revise the Environmental Justice
Element as necessary following the study session.
Subtask 11.3.5 Adoption Hearings
Mintier Harnish will attend Planning Commission and City Council adoption hearings for the
Environmental Justice Element as a part of the Housing Element Adoption Hearings (Task 7).
Subtask 11.3.6 Prepare Final Documents
Mintier Harnish will prepare the Final Environmental Justice Element.
Task 11.3 Deliverables:
• Administrative Draft Environmental Justice Element (digital; Word document; pdf)
• Public Review Draft Environmental Justice Element (digital; Word document; pdf)
• Community workshop materials (digital; PowerPoint presentations; display boards and
handouts)
• Final Environmental Justice Element (digital; Word document; pdf)
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Task 11.4 SB 244 Disadvantaged Unincorporated Communities (DUCs)
Analysis
Subtask 11.4.1 Research
Mintier Harnish will research and review existing San Joaquin County and LAFCO documents to
confirm any identified DUCs in the county. Mintier Harnish will also use criteria included in SB
244 to ensure all potential DUCs have been identified. As part of this research, Mintier Harnish
will compare DUC locations as they relate to the City of Lodi's current Sphere of Influence
(SOI). If desired by the City, Mintier Harnish will also include the areas proposed to be included
in the expanded SOI.
Subtask 11.4.2 DUC Infrastructure Assessment
Following the research, review, and identification of a DUC(s) within the City's SOI, Mintier
Harnish will prepare a memorandum highlighting the identified DUCs and their infrastructure
deficiencies. It is assumed that existing published documents (i.e., municipal service reviews,
infrastructure plans, and any community/areas plans) that pertain to the DUC areas will provide
the majority of the required data needed to determine and identify existing deficiencies in
infrastructure. For any infrastructure data not published, Mintier Harnish will contact the
appropriate local agencies to obtain missing infrastructure information necessary to conduct the
infrastructure assessment. As part of our documentation, Mintier Harnish will provide a brief
overview of each DUC, the geographical setting, and an initial summary of infrastructure and
services.
Subtask 11.4.3 Land Use Element Amendments
Mintier Harnish will determine whether a General Plan amendment is required to address
disadvantaged unincorporated communities consistent with SB 244. If an amendment is
required, Mintier Harnish will include those changes as a part of our Task 10 General Plan
consistency review.
Task 11.4 Deliverables:
Memorandum summarizing the DUC review (digital; Word document; pdf)
DUC Infrastructure Assessment (digital; Word document; pdf)
Task 12 Zoning Code Compliance
Mintier Harnish will review the City Zoning Code and make recommendations to make it
consistent with State housing law. Mintier Harnish will conduct a thorough diagnosis of the
Zoning Code and identify provisions that are inconsistent with recent changes in State housing
law. Mintier Harnish will prepare a Zoning Code Diagnosis Report that describes any provisions
of the current Zoning Code that conflict with, or do not fully address, State housing law (e.g.,
objective design standards, ADUs) and provide recommendations to correct any deficiencies.
Task 12 Deliverable:
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Zoning Code Diagnosis Report (digital; Word document; pdf)
RESOLUTION NO. 2023-96
A RESOLUTION OF THE LODI CITY COUNCIL AUTHORIZING THE
CITY MANAGER TO EXECUTE AMENDMENT NO. 1 TO THE REGIONAL
EARLY ACTION PLAN GRANT
WHEREAS, the Housing and Community Development Department (HCD) has provided
funds for Regional Early Action Planning (REAP); and
WHEREAS, the funds provided by HCD have been made available through the
San Joaquin Valley REAP Committee on behalf of Fresno Council of Governments, Kern
Council of Governments, Kings County Association of Governments, Madera County
Transportation Commission, Merced County Association of Governments, Stanislaus Council of
Governments, Tulare County Association of Governments, and San Joaquin Council of
Governments (SJCOG); and
WHEREAS, the San Joaquin Council of Governments of behalf of San Joaquin County
Member Agencies (City of Lodi, City of Escalon, City of Lathrop, City of Manteca, City of Ripon,
City of Stockton, City of Tracy, and County of San Joaquin), have been delegated the
responsibility for the administration of the grant allocation and establishing necessary
procedures; and
WHEREAS, the SJCOG had allocated $132,470 to the City of Lodi to accelerate quality
affordable housing stock, including affordable homeownership opportunities, in accordance with
State of California affordable housing legislation; and
WHEREAS, staff recommend an amendment to adjust the approved tasks to allow for
remaining REAP grant funds of $82,470 to be shifted to help fund the City's 6th Cycle Housing
Element Update.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
authorize the City Manager to execute Amendment No. 1 to the Regional Early Action Planning
Grant; and
BE IT FURTHER RESOLVED, pursuant to Section 6.3q of the City Council Protocol
Manual (adopted 11/6/19, Resolution No. 2019-223), the City Attorney is hereby authorized to
make minor revisions to the above -referenced document(s) that do not alter the compensation
or term, and to make clerical corrections as necessary.
Dated: May 17, 2023
------------------------------------------------------------------------
------------------------------------------------------------------------
I hereby certify that Resolution No. 2023-96 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held May 17, 2023, by the following vote:
AYES: COUNCIL MEMBERS — Bregman, Craig, Nakanishi, Yepez, and
Mayor Hothi
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
PAMELA M. FARRIS
Assistant City Clerk
2023-96