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Resolution No CRA 06-19-1097RESOLUTION NO. CRA 06-19-1 094 A Resolution authorizing an expenditure of $44,030 to Partners for Economic Solutions for the completion of a housing study; urging the City of South Miami to approve a $3S,000 contribution; and authorizing the Executive Director to negotiate and enter into a contract for completion of the study. WHEREAS, the South Miami Community Redevelopment (SMCRA) Plan makes multiple references to the 2001 housing study and the need to "update that study when necessary"; and WHEREAS, the SMCRA staff and City of South Miami (COSM) staff, along with the Planning Board, and the City Commission (through its recently approved changes to the Comprehensive plan) has determined that a new housing study is needed for the area; and WHEREAS, the SMCRA Director along with COSM's Planning Director released a scope and received five proposals that each responded accurately to the scope; and WHEREAS, in addition to the proposals, each proposer was asked to submit a similar work product that they completed; and WHEREAS, upon reviewing the proposals, staff gave additional time for each respondent to clarify sections of their proposals and submit their best and final offers (BAFO); and WHEREAS, staff decided to recommend Partners for Economic Solutions at a total cost of $79,030 based on their experience, the quality of their submission, and the team they assembled; and WHEREAS, the CSM budgeted $35,000 to aid in the completion of this study and the SMCRA included money in its budget line item titled "Redevelopment Services"; and WHEREAS, the SMCRA desires to accomplish the objectives as outlined in the Redevelopment Plan and the scope of services. NOW THEREFORE BE IT RESOLVED BY THE COMMUNITY REDEVELOPMENT AGENCY OF THE CITY OF SOUTH MIAMI, FLORIDA THAT: Section 1. The South Miami Community Redevelopment Agency Board authorizes the SMCRA Executive Director to negotiate and execute a contract with Partners for Economic Solutions in an amount not to exceed $44,030 contingent upon the CRA Resolution No. 06-19-1094 COSM approving a contribution of $35,000 for the study; and urging the COSM Commission to do so at its next available meeting; and approving the expenditure from Account No. 610-111-10-55-43-460 (Redevelopment Services & Land Acquisition). Section 2. This resolution shall take effect immediately. PASSED AND ADOPTED this 11`hday of March, 2019. ATTEST: APPROVED: K & .� V% kIV,4 SECRETA Y CHA RPERSON Board Vote: 6-0 READ AND PROVED AS TO FORM: Chair Stoddard: Yea Vice Chairman Harris: Yea Member Welsh: Yea Member Liebman: Absent Member Gil: Yea Member Jackson: Yea RAL COUNS L Member Kelly: Yea 1 CITY OF SOUTH MIAMI COMMUNITY REDEVELOPMENT AGENCY OFFICE OF THE DIRECTOR INTER -OFFICE MEMORANDUM To: The Honorable Chairman & Members of the SMCRA Board F Rom: Evan Fancher, Director DATE: March 11, 2019 SUBJECT: A resolution authorizing an expenditure of $ 44,030 to Partners for Economic Solutions for the completion of a housing study; urging the City of South Miami to approve the $35,000 expenditure; and authorizing the Executive Director to negotiate and enter into a contract for completion of the study. BACKGROUND: The SMCRA commissioned a housing study in 2001 by The Corradino Group which identified specific sites for redevelopment. The SMCRA plan makes various references to the housing study and the need to update it. In fact, various projects mentioned in the redevelopment plan call specifically for projects to be based on the 2001 study or the updated study. The Agency and City staff has determined that it is time for the study to be updated. The need for the update is codified in the Comprehensive Plan of the City: "HOU Policy 1.1.3 By 2020, the City shall seek funding for a Housing Study or a housing finance agency to further identify specific needs of the City's current housing supply and affordable housing needs of the City." With the need for an updated housing study established, City and SMCRA staff worked to put together a scope and solicit proposals. We secured proposals from five firms, all of them were deemed responsive to the scope. Each proposer was allowed revisions of their proposal and allowed to submit a Best and Final Offer. Following receipt of the proposals, staff reviewed the submissions and have settled on the following two proposals: 1. PIES (79,000)- Experienced at this particular work; a mix of local and national expertise. 2. KCI (64,622) — Experienced with City and CRA; great South Florida expertise After speaking with both firms, staff decided to negotiate with the two. Following the negotiations, staff decided that Partners for Economic Solutions would be best suited to complete the study. 2 RESOLUTION NO. CRA 06-1 9-1094 A Resolution authorizing an expenditure of $44,030 to Partners for Economic Solutions for the completion of a housing study; urging the City of South Miami to approve a $35,000 contribution; and authorizing the Executive Director to negotiate and enter into a contract for completion of the study. WHEREAS, the South Miami Community Redevelopment (SMCRA) Plan makes multiple references to the 2001 housing study and the need to "update that study when necessary"; and WHEREAS, the SMCRA staff and City of South Miami (COSM) staff, along with the Planning Board, and the City Commission (through its recently approved changes to the Comprehensive plan) has determined that a new housing study is needed for the area; and WHEREAS, the SMCRA Director along with COSM's Planning Director released a scope and received five proposals that each responded accurately to the scope; and WHEREAS, in addition to the proposals, each proposer was asked to submit a similar work product that they completed; and WHEREAS, upon reviewing the proposals, staff gave additional time for each respondent to clarify sections of their proposals and submit their best and final offers (BAFO); and WHEREAS, staff decided to recommend Partners for Economic Solutions at a total cost of $79,030 based on their experience, the quality of their submission, and the team they assembled; and WHEREAS, the CSM budgeted $35,000 to aid in the completion of this study and the SMCRA included money in its budget line item titled "Redevelopment Services"; and WHEREAS, the SMCRA desires to accomplish the objectives as outlined in the Redevelopment Plan and the scope of services. NOW THEREFORE BE IT RESOLVED BY THE COMMUNITY REDEVELOPMENT AGENCY OF THE CITY OF SOUTH MIAMI, FLORIDA THAT: Section 1. The South Miami Community Redevelopment Agency Board authorizes the SMCRA Executive Director to negotiate and execute a contract with Partners for Economic Solutions in an amount not to exceed $44,030 contingent upon the CRA Resolution No. 06-19-1094 COSM approving a contribution of $35,000 for the study; and urging the COSM Commission to do so at its next available meeting; and approving the expenditure from Account No. 610-111-10-55-43-460 (Redevelopment Services & Land Acquisition). Section 2. This resolution shall take effect immediately. PASSED AND ADOPTED this 111-hday of March, 2019. ATTEST: APPROVED: f 6 ,% wj SECRETA Y CHA RPERSON D AS TO FORM Board Vote: 6-0 Chair Stoddard: Yea Vice Chairman Harris: Yea Member Welsh: Yea Member Liebman: Absent Member Gil: Yea Member Jackson: Yea Member Kelly: Yea Agenda Item Nol. South Miami Community Redevelopment Agency Agenda item Report Meeting Date: March 11, 2019 Submitted by: Evan Fancher Submitting Department: Community Redevelopment Agency Item Type: Resolution Agenda Section: Subject: A Resolution authorizing an expenditure of $44,030 to Partners for Economic Solutions for the completion of a housing study; urging the City of South Miami to approve a $35,000 contribution; and authorizing the Executive Director to negotiate and enter into a contract for completion of the study. Suggested Action: Attachments: housing study memo.docx Housing Study_ResolutionCArev.docx PES South Miami Housing Study Proposal —Revised 03012019.pdf City of South Miami Housing Needs Study Proposal.pdf Revised Proposal PMG Associates.pdf South Miami Housing Study Work Order.pdf South Miami_HousingStrategy_Proposal.pdf CRA 37-01-86.pdf Housing Study Scope of Work 2018.doc m CITY OF SOUTH MIAMI COMMUNITY REDEVELOPMENT AGENCY II'lllIDl SIMCRA OFFICE OF ICE MEORANDIRECTOR m INTER -OFFICE MEMORANDUM To: The Honorable Chairman & Members of the SMCRA Board FROM: Evan Fancher, Director DATE: March 11, 2019 SUBJECT: A resolution authorizing an expenditure of $ 44,030 to Partners for Economic Solutions for the completion of a housing study; urging the City of South Miami to approve the $35,000 expenditure; and authorizing the Executive Director to negotiate and enter into a contract for completion of the study. BACKGROUND: The SMCRA commissioned a housing study in 2001 by The Corradino Group which identified specific sites for redevelopment. The SMCRA plan makes various references to the housing study and the need to update it. In fact, various projects mentioned in the redevelopment plan call specifically for projects to be based on the 2001 study or the updated study. The Agency and City staff has determined that it is time for the study to be updated. The need for the update is codified in the Comprehensive Plan of the City: "HOU Policy 1.1.3 By 2020, the City shall seek funding for a Housing Study or a housing finance agency to further identify specific needs of the City's current housing supply and affordable housing needs of the City." With the need for an updated housing study established, City and SMCRA staff worked to put together a scope and solicit proposals. We secured proposals from five firms, all of them were deemed responsive to the scope. Each proposer was allowed revisions of their proposal and allowed to submit a Best and Final Offer. Following receipt of the proposals, staff reviewed the submissions and have settled on the following two proposals: 1. PES (79,000)- Experienced at this particular work; a mix of local and national expertise. 2. KCI (64,622) — Experienced with City and CRA; great South Florida expertise After speaking with both firms, staff decided to negotiate with the two. 2 Following the negotiations, staff decided that Partners for Economic Solutions would be best suited to complete the study. J-10L III .rule SMCRA lN}x7 m M9Mvl �m�l a Grtn A-., m l ivn, YwrR � m/ R'�' FUNDING SOURCE: ATTACHMENTS: CITY OF SOUTH MIAMI COMMUNITY REDEVELOPMENT AGENCY OFFICE OF THE DIRECTOR INTER -OFFICE MEMORANDUM Staff recommends that the SMCRA Board approve an expenditure of $44, 030 and to authorize the Executive Director to negotiate and enter into an agreement with Partner for Economic Solutions additionally, the SMCRA urges the City to approve the $35,000 expenditure at its next available meeting. Account No. 610-111-10-55-43-460 (Redevelopment Services). The total expenditure for the SMCRA is $44,030. Resolution Prior Housing Study Proposals 3 �PES Partners for Economic Solutions March 4, 2019 Evan Faucher Director SOMI CRA 5825 SW 68th Street St. 400 South Miami, Florida 33143 Dear Mr. Faucher: Like many American cities coast to coast, South Miami is facing a crisis of housing affordability. Housing construction, particularly multifamily housing, has not kept pace with the rising demand associated with population growth and generational change. In the face of the resulting shortages, housing prices and rents have increased much more rapidly than did incomes over the past decade. Zoning and other policies have constrained the types of housing that can be built, in some case, excluding housing types that would be more naturally affordable, such as small lot single-family houses, duplexes, accessory dwelling units and small multifamily buildings. We are pleased to submit this proposal for Partners for Economic Solutions (PES) and Dover Kohl & Partners (DKP) to prepare a comprehensive housing study for the City of South Miami and the Community Redevelopment Agency (CRA) redevelopment area. Anita Morrison and Abigail Byers Ferretti formed PES in 2008. Together, we bring more than 60 years of experience in development and redevelopment economics, public/private partnerships and area plans. Our work has focused particularly on housing markets and affordability issues, including major analyses for Arlington and Charlottesville, Virginia. Because many of the tools and solutions available to address housing problems include physical planning and design solutions, we have joined with DKP to take advantage of their exceptional skills in consensus building in community planning as well as their intimate understanding of South Miami. Neighborhood acceptance or opposition is always a major factor in the development of affordable housing. 349 Cedar Street N.W. Washington, DC 20012 www.PESconsult.com 6 T: 202 621-9103 F: 202 621-9129 �JPES �Partncrs for Economic Solutions Good design needs to be backed by thoughtful zoning provisions that assure that the affordable units are designed in a way that complements and enhances a neighborhood. Helping neighborhood residents understand and accept that change is not inherently bad is a critical step in implementing housing strategies. DKP's "designing in public" approach is particularly effective in helping residents visualize future development and how it can fit into their neighborhoods. Our two firms have collaborated on many occasions over the last 15 years, on assignments for municipal and private clients all over the country. For instance, we were successful in shifting the conversations in Arlington's Columbia Pike neighborhoods, using both images and rigorous financial analyses to help convince residents that additional density need not be unattractive and that such density was essential to achieving the community's goals of preserving housing affordability. For this project, PES will serve as the lead consultant, with DK&P in a supporting subconsultant role. Housing markets are quite involved, serving households at multiple income levels in different stages of their lives and with different preferences. Market conditions and opportunities of these disparate groups are linked as households age and change, moving up or downsizing, and making their older homes available to new waves of residents. When one group's housing needs are not met, they impact other groups by absorbing units that might otherwise have been available at lower rents or prices to less well-off families. We will examine the entire market — assessing demographics and characteristics of the community's various populations. We will profile the housing market in terms of available rental and for -sale units, assisted housing, naturally affordable housing, market -rate housing and specialized housing for the elderly and persons with disabilities. We will explore the role that South Miami plays in the regional housing market. Our quantitative analysis identifies the mismatches and gaps between demand and supply. Accurately diagnosing the key market factors, regulatory policies and approval processes that are inhibiting the local market from meeting housing demand is critical to developing effective housing policies that target the real problems. PES makes extensive use of financial modeling to test the economics of developing different types of housing in the local market and the potential efficacy of prospective incentives in affecting private -market development decisions. Such modeling is essential to accurately fine-tuning such incentives as a bonus density, tax incentives, fee waivers and other financial tools. , Ad::: -7JPES Partners for Economic Solutions Scope of Services Our initial proposal envisions a two -phased process that focuses first on diagnosis and then on possible solutions. The first stage identifies the issues facing the South Miami market and their causes, quantifying current and future needs. The second stage focuses on building consensus for a set of specific programs and initiatives tailored to the South Miami situation. We have also proposed an optional phase focused on engaging the community, development industry and policy makers in a process to expand each other's understanding of the challenges and options available to the City and CRA. We recommend that the CRA form a Steering Committee of six to eight persons to work with the consultant team throughout the housing study, bringing together individuals from the CRA, City, housing advocates, developers and representatives of other relevant organizations. Phase One: Diagnosis The diagnosis phase entails detailed analysis of demographics and the local housing market supplemented by review of zoning and other relevant policies. 1. Kick -Off Meeting and Background Review. PES and DKP will conduct a kick-off meeting with the CRA to review goals for this analysis and efforts to date, establish the project schedule and tour the CRA area. The PES Team will review existing background reports and studies in preparation. 2. Demographic Analysis. PES will analyze socioeconomic conditions and demographic trends for the metropolitan area, South Miami as a whole and the CRA redevelopment area, drawing on data from the U.S. Census, the American Community Survey and ESRI, a private demographic data providers. The analysis will include trends in employment, population, households, race and ethnicity, household income, household type and composition, household size, householder age, workforce by occupations and industry, educational attainment and means of transport. Cost burden data will highlight needs among households at the following income levels: less than 30 percent of Area Median Income (AMI), 30 to 50 percent of AMI; 50 to 80 percent of AMI; 80 to 100 percent of AMI; 100 to 120 percent of AMI and above 120 percent of AMI. Maps, tables and graphics will illustrate the trends. 3. Housing Market Conditions. PES will document current housing market conditions. Inventory data regarding age, vacancies, rents and home values will be drawn from the American Community Survey, supplemented by rental housing inventories, assisted housing inventories, building permit data, development pipeline PES Partners for Economic Solutions information and recent housing sales. PES will prepare an in-depth analysis of the city's rental housing stock, including the mix of housing types and sizes, vacancy rates, rent trends and year built. 4. Zoning and Other Policy Review. DKP will review the City's zoning code and other planning policies to identify provisions that inhibit development of affordable housing and impact development costs. 5. Housing Needs, Market Constraints and Opportunities Report. From these analyses, PES will prepare a needs assessment report that identifies and quantifies housing deficiencies for the City and the CRA area, incorporating graphics, tables and maps. Housing needs will be quantified by income group to 2040 by five-year increments. A technical appendix will provide more detailed tabular data. The report will identify and discuss market constraints that inhibit the production of additional affordable housing, including quantity, quality, housing types and development patterns, supply and demand metrics, affordability thresholds, policies, land development regulations and funding. PES will prepare a final version of the report following receipt of comments from the CRA. 6. Briefings. At the end of Phase One, the PES Team will brief the City Commission, and the Planning Board on the findings of the housing needs assessment. Phase Two: Strategies The second phase will move from the definition of the problem to evaluating specific policy approaches and funding strategies and then to formulating a five-year plan for South Miami. 1. Housing Tools and Best Practices. PES will compile a comprehensive set of potential housing tools for potential use in South Miami, highlighting those best suited to address the housing issues facing the City. The tools review will encompass development strategies, equal housing opportunity access and residents' self-sufficiency measures to better equip them to compete within the private market. It will include preservation of existing affordable units and strategies that allow current residents to remain in the community in the face of rising rents/prices. DKP will compile a photo array of housing options to illustrate opportunities for "missing middle" housing, accessory dwelling units and other types that would help increase densities while retaining the feel of single-family neighborhoods. The goal �JPES �Partncrs for Economic Solutions is to build up a library that will help residents visualize and appreciate the many alternatives available. 2. Financial Modeling. PES will prepare financial models for different housing types suitable for testing alternative incentives, including bonus density, changing parking requirements, fee waivers and other incentives. For example, the model could test how many floors would need to be added to a development's height to induce a developer to devote 10 percent of the units for housing affordable at different AMI levels. 3. Draft Housing Strategy. PES and DKP will draw on the results of the preceding analyses and engagements to formulate a draft strategy with goals, objectives and specific priority programs to guide the City's housing efforts for the next five years. Following staff review, a final report will be prepared. 4. Briefings. PES and DKP will present the proposed housing strategy to the Planning Board and the City Commission. Optional Task A 1. Website. If desired, the housing type photos can be posted to the City or CRA website to allow residents to comment and rank or vote on the types most appealing or acceptable to them. Optional Tasks B 1. Opportunity Site Identification. DKP will use GIS and property assessment data to identify vacant and underutilized properties in the CRA area, summarizing the findings into different categories of potential sites, e.g., individual single-family lots, clustered lots, larger properties and existing multi -family development potentially suitable for additional density. 2. Prototypical Sites. The PES Team and the Steering Committee will jointly identify a sampling of up to eight prototypical sites that represent the range of opportunity sites available in the CRA area. The sites will be chosen to encompass a variety of situations, such as single lots, clustered lots, publicly -owned land, aging commercial or industrial uses, and/or aging multi -family developments. 3. Design Charrette. DKP will conduct a three-day design charrette to develop concepts and drawings for housing on the prototypical sites. This would offer an opportunity to engage city residents and educate them on the basic affordable 10 PES Partners for Economic Solutions housing issues and some of the strategies that could be incorporated to reduce the market gaps. 4. Charrette Report. DKP will summarize the results of the Design Charrette in a Charrette Report. 5. Briefings. PES and DKP will present the Charrette Report to the Planning Board and the City Commission. Proposed Fee You have asked for two budgets representing different levels of effort. PES and DK&P propose the following fees (including expenses) for the work products described above: Phase 1— Diagnostics $44,990 Phase 2 — Strategies $34,040 Total Fee $79,030 At a lower budget level, we would omit Tasks 1.6 and 2.2 and cut back on Task 2.1. Phase 1— Diagnostics $41,750 Phase 2 — Strategies $23,200 Total Fee $64,950 The optional tasks would have the following fees: Optional Task A — Website $4,100 Optional Tasks B — Design Options $51,800 If you find this proposal acceptable to the CRA, we will provide a contract for your signature. We will schedule the work to begin as soon as we receive the executed contract. We look forward to the opportunity to work with you. Sincerely, Anita Morrison Principal 11 Prcposed Project Schedule We have outlined a series of tasks and developed a tentative schedule to complete the City of South Miami Housing Study. Based on the anticipated schedule for project completion, we have identified the following preliminary timetable. All members of the team are available to participate throughout the duration of the project. marc PHASE ONE: DIAGNOSIS 1. K CK-OFF MEETING AND BACKGROUND REVIEW 2. DEMOGRAPHIC ANALYSIS 3. HOUSING MARKET CONDITIONS 4. ZONING AND OTHER POLICY REVIEW 5. HOUSING NEEDS, MARKET CONSTRAINTS & OPPORTUNITIES REPORT 6. BRIEFINGS - AT THE END OF PHASE ONE PHASE TWO: STRATEGIES 1. HOUSING TOOLS AND BEST PRACTICES 2. FINANCIAL MODELING 3. DRAFT HOUSING STRATEGY 4. BRIEFINGS - AT THE END OF PHASE TWO 7 :t 12 SKEITH& SCHNARS M A DIVISION OF KCI February 22, 2019 Mr. Evan Fancher, Director SOMI CRA 5825 SW 68th Street St. 400 South Miami, Florida 33143 Project Name: City of South Miami Housing Needs Study Dear Mr. Fancher, In accordance with your request, Keith & Schnars, a Division of KCI Technologies, Inc. (CONSULTANT) is pleased to offer professional planning services to the City of South Miami and the South Miami Community Redevelopment Agency. The additional personnel assigned to this project include Erin Sita, AICP and Carol Thompson, AICP. I will serve as project principal, and will oversee all stakeholder engagement, project management, and final' deliverables. Ms. Sita has 17 years of professional experience in the planning and development field, in both the public and private sector. Her planning related skills include experience in workforce house regulations comprehensive, current, long-range and neighborhood planning, planning division management/operations, project management, expert witness testimony, and public hearing speaking. She will use her experience to guide the regulatory and process recommendations. We are pleased to have Carol Thompson, AICP join our team for this project. Ms. Thompson has extensive experience preparing supply/demand and fiscaVeconomic impact analyses, using demographi%conomic/housing statistics. Ms. Thompson will review all available data and lead the housing needs assessment based on this data. SCOPE OF WORK The City of South Miami, Florida desires to create a planning tool to help identify and analyze existing and projected housing needs; to develop goals, policies, land use regulations, incentive programs, and quantifiable objectives for increased housing types, tenure and affordability; and to address program needs for the construction, rehabilitation, preservation and financing of affordable housing. Task 1: Project Initiation Meeting CONSULTANT shall organize and facilitate one (1) project initiation meeting with CITY and CRA staff to review the process and timeline for the preparation of the Housing Needs Study and related tasks. 13 6500 North Andrews Avenue I Fort Lauderdale, Florida 33309-2132 (954) 776-1616 1 (800) 488-1255 1 Fax: (954) 771-7690 Keith & Schnars, a Division of KCI Technologies, Inc. City of South Miami Housing Study February 22, 2019 Deliverables: • Meeting Agenda • Attend and Facilitate Meeting • Summary Notes Task 2: Community Engagement K5KEITH' SCHNARS F A DIVISION OF KCI CONSULTANT shall create opportunities for residents, property owners, business owners, and developers to participate in and stay informed about the study. CONSULTANT shall facilitate a Public Charrette. This will be a day -long (including early evening) "open house' style charrette will be held to allow all stakeholders to give active feedback on housing needs in South Miami. CONSULTANT shall hold up -to five one -hour focus groups/individual interviews with stakeholders at the request of CITY/CRA staff. CONSULTANT shall maintain an on-line survey for the duration of the study for stakeholders to provide feedback. Printed copies of survey will be provided at key locations in order to provide equitable opportunities for feedback. (Cost included in scope) CONSULTANT shall present final findings and report, at final draft stage, to the City's Planning Board for feedback. CONSULTANT shall present final findings and report, at final draft stage, to the City Commission for feedback. CCNSULTANT shall present final findings and report to the City Commission for acceptance by the CITY. The CITY shall be responsible for all advertising, mailing and public noticing. The CITY shall be responsible for all venues and assist with set-up. Deliverables: Written Outline of Community Engagement Plan • Meeting Agenda • Attend and Facilitate Meeting • Summary Notes 14 KSKEITH& Keith & Schnars, a Division of KCI Technologies, Inc. SCHNARS City of South Miami Housing Study February 22, 2019 IN A DIVISION OF KCI Task 3: City of South Miami Housing Needs Study CONSULTANT shall create a report that will include the following components: Community Housing Profile CONSULTANT shall create a Community Housing Profile using the data most recently compiled for the City's Comprehensive Plan Update, Shimberg Center for Housing Studies data, and other approved sources. The Housing Profile shall include demographic characteristics including race and ethnicity, income, age, employment, population trends; household characteristics: the number of existing households and housing units (by tenure); and a housing market analysis: housing costs, rents, vacancy rates, and sales prices. Housing Needs Assessment CONSULTANT shall conduct a housing demand and affordability assessment and analysis throughout the City based on the data collected in Task 1, discussions with City Staff, and field review. The Housing Needs Assessment will include a review and evaluation of housing affordability in terms of household needs and demands, and income range, and an affordability gap analysis for rental and owner -occupied housing. CONSULTANT shall provide an estimate of household levels of affordability and cost of producing additional housing. The projected needs shall include an estimate of new units needed, by tenure, housing type, and cost to meet current needs and accommodate expected population growth and job generation, determine number of homes to be created through new construction, rehabilitation and preservation. The Housing Needs Assessment shall also include a calculation of gaps citywide by identifying the net gain and decline of housing with an emphasis on household income, based on U.S. Housing and Urban Development guidelines. The CONSULTANT shall estimate the demand from new and existing households over 20 years in five-year increments and forecast the estimated cost associated with the gap between the City's current housing stock and projected needed housing stock over 20 years in five-year increments. Land Use and Policy Review CONSULTANT shall review the City's local housing policies, land development controls, and approval processes and identify opportunities to encourage opportunities forthe development of housing in the City. Goals, Policies, and Quantifiable Objectives CONSULTANT shall analyze the Land Development Code to ascertain its impact on housing cost and development of affordable housing for all income levels and recommend code 15 changes to address any barriers. KS KEITH& Keith & Schnars, a Division of KCI Technologies, Inc' SCHNARS City of South Miami Housing Study February 22, 2019 P A DIVISION OF KCI This analysis shall include the following: • Analysis of the impact of market forces such as cost and availability of developable land. • CONSULTANT shall estimate the number/percentage increase of units, by various income level (percent of Area Median Income), to be constructed, rehabilitated or conserved in the next twenty (20) years; and • CONSULTANT shall identify needed programs and agencies responsible for. constructing new and improving existing housing stock, promoting access to affordable housing (equal housing opportunity), and increasing capacity of residents to lower housing cost burden, build long term equity, stabilize housing situations (through homebuyer training, rental vouchers, assistance for people with disabilities, etc.). CONSULTANT shall identify potential options for affordable housing bonus programs. CONSULTANT shall identify possible strategies related to the provision of housing for all income levels. CONSULTANT shall provide proposed policies to create opportunities to support and create affordable housing and recommendations to remove or reduce any barriers. CONSULTANT shall establish scalable strategies to address the housing concerns identified in the City which may include the following: • A statistically sound approach for setting targets for housing in the City and identified burden subpopulations. • Strategies for ensuring log -term affordability, including the desirability of establishing a Housing Trust Fund. • Collaborative public and private sector strategies to support the development of quality, affordable housing, including suggestions where changes in funding criteria could facilitate the development of increased housing for all income levels. • Tools and strategies to promote affordable housing for moderate, low, and very low- income households, including new regulatory and finance mechanisms, grants, partnerships with organizations, dedicated revenue sources, and opportunity in creating affordable housing on publicly -owned land property. • Strategies that will help increase incomes and improve economic development opportunities. The final report shall consider all related issues such as public participation, job/housing mix, consistency with existing planning and land use policy, protection of ecological resources, promotion of efficient development patterns and green building. The CONSULTANT shall provide the CITY/CRA with a completed draft for one (1) review and 16 comment opportunity. K KEITH Keith & Schnars, a Division of KCI Technologies, Inc SCHNARS City of South Miami Housing Study February 22, 2019 A DIVISION OF KCI Deliverables: • Draft City of South Miami Housing Needs Study • Final City of South Miami Housing Needs Study CONSULTANT'S total lump sum fee for this service shall be ............................. $64,622.00 Additional Services The undertaking by CONSULTANT to perform professional services defined within this Agreement extends only to those services specifically described herein. If requested by the CLIENT and agreed to by CONSULTANT, CONSULTANT agrees to perform additional services hereunder. CLIENT shall be obligated to pay CONSULTANT for the performance of such additional services an amount (in addition to all other amounts payable under this Agreement) based on an hourly fee in accordance with CONSULTANT'S current professional fee schedule, plus reimbursable expenses as incurred by CONSULTANT, unless a lump sum addendum to this Agreement is executed by the parties to this Agreement which addresses the additional services. Additional services shall include revisions to work previously performed that are required due to a change in the data or criteria furnished to CONSULTANT, a change in the scope or concept of the project initiated by CLIENT, or services that are required by changes in the requirements of public agencies after work under this Agreement has commenced. If the preceding scope of services includes public agency permitting, our quoted fees/hours include services to respond to the agency's first RAI (Request for Additional Information). Additional agency requests or requirements shall be considered an increase to our scope of services. Sincerely, Heidi Siegel, AICP Director of Planning/Practice Leader 17 HEIDI SIEGEL, AI(P DIRECTOR OF PLANNING Ms. Siegel is the director of the firm's Planning Department. She has been successful in many projects that specialize in reviewing, updating, and implementing land development regulations and comprehensive plans, as well as special area studies. Ms. Siegel has over 20 years of professional experience in the planning and development field, in both the public and private sector. Her involvement in historic preservation planning, municipal operations, legislative matter and public speaking have aided in her extensive knowledge throughout her career. Prior to joining Keith & Schnars, Ms. Siegel served as the City Manager for the Village of Biscayne Park in Miami -Dade County. ACADEMIC BACKGROUND: Masrxx of Heritage Preservation, Historic Preservation, Georgia State University, 1998 B.A.; History, Queens College, 1995 PRafIESSIONAL REGISTRATIONS/ CM 9CATI0NS: American Institute of Certified Planners (AICP), #213273 AWARDS: 2016 Florida Preservation Award PROFESSIONAL ORGANIZATIONS: American Planning Association Broward Section of the American Planning Association American Planning Association, Florida Chapter Broaward County Bicycle and Pedestrian Advisory Committee, Chair YEMS OF EXPERIENCE: 20 EXPERIENCE: City of Miami Gardens Community Redevelopment Area Plan, Miami Gardens, FL: Served as project manager for the Miami Gardens NW 27th Avenue Community Redevelopment Area (CRA) Plan to establish the first CRA in the City. Led and facilitated community meetings, coordinated with Miami -Dade County, and presented to City Council Hillsboro Ranches Neighborhood Study, Coconut Creek, FL: Ms. Siegel Completed a complex study of an unincorporated area that is under consideration for annexation. Tasks included research of the City's Land Development Regulations on existing zoning districts and code compliance issues, a review of potential revenue source, density recommendations and impact to municipal services. City of Sunrise Comprehensive Plan Amendments and Data & Analysis Update, City of Sunrise, FL: Served as the project manager for a complete update of the City's Comprehensive Plan. Amendments were prepared in accordance with Florida State Statues and BrowardNEXT. Tasks included completion of the Evaluation Appraisal Report, Data & Analysis Document update, Comprehensive Plan amendments, presentation to Local Planning Agency and City Commission and coordination with the Florida Department of Opportunity and Broward County Planning Council. (2017) City of Oakland Park Cost -Recovery Services/FutureLand UseMapAmendment, City of Parkland, FL- Ms. Siegel performs not only as project manager, but also as the Planner for this project. Ms. Siegel acts as an extension of City staff for a land use plan amendment application to convert a 139-acre property designated open space to residential. Ms. Siegel is tasked with reviewing the submittal package and the existing Comprehensive Plan, meeting with the applicant and city officials, frequent communication with city staff, preparing the Development Review Committee submittal staff memo, coordinating additional traffic analysis and stormwater reviews, attending all city meetings and representing City staff at the City Commission. Her skillful analysis of the Comprehensive Plan and the application has removed pressure from the City staff and allowed them to publicly remain neutral as concerns from surrounding residents are addressed and the developer continues in the process. 18 Employee -Owned since 1988 SKEITH&. wwwl:( I conk SCHNARS A D.VISION OF KGI ERIN FITZHUGH SITA, AICP PLANNING MANAGER Ms. Fitzhugh has 17 years of professional experience in the planning and development field, in both the public and private sector. Her planning related skills include experience in workforce house regulations comprehensive, current, long-range and neighborhood planning, planning division management/operations, project management, expert witness testimony, and public hearing speaking. ACADEMIC BACKGROUND: B.A., International Affairs, Florida State University M.S.P., Urban Planning, Florida State University PROFESSIONAL REGISTRATIONS/ CERTIFICATIONS: American Institute of Certified Planners (AICP), #019524 PROFESSIONAL ORGANIZATIONS: American Planning Association American Planning Association, Florida Chapter Broward & Treasure Coast Sections of the American Planning Association Palm Beach County Planning Congress, Vice President YEARS OF EXPERIENCE: 17 EXPERIENCE: Miami Beach Comprehensive Plan EAR Amendment, Miami Beach, FL: Ms. Sita is currently serving as a project manager for the the City's Evaluation & Appraisal Report (EAR) update to the Miami Beach Comprehensive Plan. This update includes public outreach, updated data and analysis, and proposed Comprehensive Plan amendments that address changes to Florida Statutes and incorporate the City's recent local plans, studies and initiatives. Osceola Park Community Redevelopment Area Neighborhood Plan Update, Delray Beach, FL: Ms. Sita serves as project manager for the Delray Beach Osceola Park Community Redevelopment Area Neighborhood Plan Update. The goal of this project is to determine if the current redevelopment strategies and development standards are still applicable, and to propose new neighborhood improvement projects and redevelopment projects. Ms. Sita is ensuring that the update is consistent with Florida State Statutes, City Staff direction, and the vision of active residents. Additionally, she facilitated a community visioning session. Village Planner, Village of North Palm Beach: Ms. Sita was responsible for the management of the Village's Planning & Zoning Division, which included daily operations, customer service and both current and long-range planning tasks/projects. She represented the Community Development Department at meetings. Additionally, she worked on a variety projects, including land development code and comprehensive plan amendments (housing code/ community residences/flood ordinance), NPDES & CRS reporting, fees, public outreach, addressing, and Village infrastructure and construction projects. Senior Planner, Palm Beach County (PBC): Ms. Sita worked on projects in a wide variety of topic areas during her time with the PBC Planning Division, including text & site -specific amendments, GIS, annexation, special districts, port master plan, water supply plan, stormwater, and sustainability. Senior Planner, Palm Beach County (PBC): Ms. Sita worked on projects in a wide variety of topic areas during her time with the PBC Planning Division, including text & site -specific amendments, GIS, annexation, special districts, port master plan, water supply plan, stormwater, sustainability and workforce housing. Ms. Sita acted as the coordinator for the County's Comprehensive Plan amendment process for over 5 years (30-50 text & site -specific amendments annually). 19 Employee -Owned since I988 KEITH :. wwwi:< I coy SCHNARS :~ A DIVISION OF KCI CAROL A. THOMPSON HOUSING NEEDS PLANNER Thompson Consulting is a firm founded in 1987, offering research and analysis services to the development community, as well as government. Services include housing, commercial -retail, office, industrial and transient commercial/hotel market analyses; fiscal and economic impact analyses; land use development potential and socio- demographic survey research and analysis; governmental approvals; and litigation support (expert witness testimony). ACADEMIC BACKGROUND: Real Estate Development Course Work Harvard University (Office of Special Programs). July,1984 MUP Master of Urban Planning (Spe-nalmi lion-urban/regional economics) School of Architecture and Urban Planning University of Wisconsin. June, 1978 BA liberal Arts and Sciences University of Illinois. May, 1975 PROFESSIONAL REGISTRATIONS/ CERTIFICATIONS: American Institute of Certified Planners (AICP), #004597 PROFESSIONAL ORGANIZATIONS: APA.r American Planning Association Treasure Coast Chapter/Florida APASecretary (formerly) Palm Beach County Economic Forum Palm Beach Co. Commercial Needs Assessment Steering Committee West Palm Beach Mass Transit Committee (formerly) W. Palm Beach Downtown Development Authority Committees (formerly) Palm Beach County Planning Congress (formerly on Board of Directors) YEARS OF EXPERIENCE: 40 EXPERIENCE: Patin Beach County Economic Development Office (Department of Economic Sustavutbil4 since February 2012). Special Projects Manager Project management; prepare supply/demand and fiscal/economic impact analyses; secure/administer grant/ loan programs at the federal, state and local levels; business outreach using demographic/economic/housing statistics & incentive programs available to profile the County as a business friendly environment; liaison w/goVt employees, elected officials, businesses/developers (and representatives), non -profits and community groups to facilitate economic and community development/redevelopment plans and programs (inclusive of public presentations) (2010 - Present) Thompson Consulting. President (prepare, manage and implement development potential and demographic research and analysis; market/economic/fiscal analyses; real estate research; urban planning for development/ redevelopment; governmental/zoning approvals; litigation support; affordable housing analyses); Presentations and expert testimony at quasi- judicial public hearings. (1987 - Present) Glades Area Tract/Low and Moderate Income Housing Market Study. Glades area of Palm Beach County (including development potential of a 56 acre tract located on the east side of S.R. 15 (U.S. 441), south of Pahokee, Florida. Affordable Housing Study/Affordable housing supply/demand study for the entirety of Palm Beach County, Florida: The county was divided into seventeen (17) housing sector study areas (years 1994 and 2000). This study is regularly used by the Housing and Community Development Department [in determining funding for various projects, as well as in fulfilling reporting requirements to the Federal Department of Housing and Urban Development (HUD)]; and the Planning, Zoning and Building Department in determining where and when to grant "voluntary density bonuses" to residential projects which include a complement of affordable housing in order to achieve geographic dispersal of affordable units. City of South Bay/Market: Study for a 140 unit single family affordable housing subdivision, located on Rock Road in South Bay, Florida. Pompano Community Development Corporation/Housing: Market feasibility study for 100 very low and low income single family units on 23 acres, located between Martin Luther King, Jr. Boulevard (Hammondville Road) in western Pompano Beach, Florida. Palm Beach County Housing. Partnership/ Affordable single family housing market analyses of a 10 acre project located on Lilac Street in Palm Beach Gardens, Florida. 20 Employee -Owned since 1988 i<EITH& NVWWI c I com SCHNARS : A DIV iION OF KCI Deerfield Beach, FL Miami, FL Pmkj Associates, Inco Henderson Mlle, NC Economic, Marketing and Management Consultants March 3, 2019 Jane Tompkins, Evan Fancher City of South Miami 6130 Sunset Drive South Miami, Florida 33143 RE: City of South Miami Housing Study PMG Associates, Inc. (PMGA) is pleased to submit this proposal to complete the Housing Study for the City of South Miami. We have reviewed the Scope of Work and are previous experience will enable us to complete the assignment as required by the City. Working with our firm will be PLACE Planning and Design, a Planning firm led by an AICP certificate holder who has experience with Land Use and Zoning Regulations, particularly as they apply to Affordable Housing. This team has worked together on all of our Housing projects. PMG Associates has completed Consolidated Plans for the City of Homestead, Miami -Dade County, Collier County, Brevard County, Spartanburg County, South Carolina and Gastonia, North Carolina. We have also completed Analysis of Impediments to Fair Housing for West Palm Beach, Port St. Lucie, Punta Gorda and Collier County. We are familiar with HUD standards and regulations and can apply these criteria to South Miami. SCOPE: We accept the Scope as provided by South Miami. The only clarification is regarding the Community Engagement. We propose two public workshops, stakeholder interviews and working with the steering committee. We also will make appropriate presentations to the Planning Board and City Commission. We will produce all printed materials as well as electronic copies of the presentations. Our proposal does not include a website. If one is required, we will supply a separate price. We suggest instead that there be a page on the City's website, we will provide materials for this contact within out price proposal. TIME FRAME: This engagement- will be completed in a period of four months from receipt of a Notice To Proceed. A detailed schedule is attached. 21 3880 NW 2 CQllrt 0 Deerfield Beach. Florida 3 3442 0 (954) 42 i-5010 0 Fa.\ (954 ) 480-88 36 0 %i,«,«-.pm!-,associates.com FEE: The fee for this engagement will be a lump sum price in the amount of $39,800 which will be payable as tasks are completed. We appreciate the opportunity to submit this proposal. If there are any questions, please contact me. Very truly yours, PMG Associates, Inc. MOO AC GoNot Philip M. Gonot President 22 City of South Miami Housing Study Project Schedule Task Community and Housing Profile Time Frame March Housing Needs Assessment March/April Land Use and Policy Review March/April Goals, Policies, and Quantifiable Objectives April/May CommunityEn a ement Public Workshop Aril Stakeholders Aril Steering Committee March - June Reports June Presentations Planning Board June City Commission June All months are in 2019 23 City of South Miami Housing Study Scope of Work The City of South Miami, Florida desires to create a planning tool to help identify and analyze existing and projected housing needs; to develop goals, policies, land use regulations, incentive programs, and quantifiable objectives for increased housing types, tenure and affordability; and to address program needs for the construction, rehabilitation, preservation and financing of affordable housing. The successful proposer will provide the following: 1. Community and Housing Profile' a. Demographic characteristics: race and ethnicity, income, age, employment, population trends; b. Household characteristics: the number of existing households and housing units (by tenure); c. Housing market analysis: housing costs, rents, vacancy rates, and sales prices. 2. Housing Needs Assessment a. Conduct a housing demand and affordability assessment and analysis throughout the City. Review and evaluate housing affordability in terms of household needs and demands, and income range, prepare affordability gap analysis for rental and owner -occupied housing. Determine household levels of affordability and cost of producing additional housing. b. Projected needs: identify number of new units needed, by tenure, housing type, and cost to meet current needs and accommodate expected population growth and job generation, determine number of homes to be created through new construction, rehabilitation and preservation. c. Calculate gaps citywide by identifying the net gain and decline of housing with an emphasis on household income, based on U.S. Housing and Urban Development guidelines. Estimate the demand from new and existing households over 20 years in five-year increments. Forecast the cost associated with the gap between the City's current housing stock and projected needed housing stock over 20 years in five-year increments. 3. Land Use and Policy Review a. Identification of regulatory barriers (i.e., local housing policies, land development controls, and approval processes) that hinder the development of housing in the City. 4. Goals, Policies, and Quantifiable Objectives a. Analyze the Land Development Code to ascertain its impact on housing cost and development of affordable housing for all income levels and recommend code changes to address any barriers. b. Analyze the impact of market forces such as cost and availability of developable land. c. Estimate the number/percentage increase of units, by various income level (percent of Area Median Income), to be constructed, rehabilitated or conserved in the next twenty (20) years; ' In 2017-18 the City prepared an update to its Comprehensive Plan. This effort included an extensive updating of the relevant data. Proposers should review this data, which is available on the City's website, and determine the extent to which additional information is needed to complete the Housing Study. 24 d. Identify needed programs and agencies responsible for: constructing new and improving existing housing stock, promoting access to affordable housing (equal housing opportunity), and increasing capacity of residents to lower housing cost burden, build long term equity, stabilize housing situations (through homebuyer training, rental vouchers, assistance for people with disabilities, etc.); e. Identify potential options for affordable housing bonus programs; f. Identify possible strategies related to the provision of housing for all income levels; g. Provide proposed policies to create opportunities to support and create affordable housing and recommendations to remove or reduce any barriers. Establish scalable strategies to address the housing concerns identified in the City which may include the following: • A statistically sound approach for setting targets for housing in the City and identified burden subpopulations. • Strategies for ensuring log -term affordability, including the desirability of establishing a Housing Trust Fund. • Collaborative public and private sector strategies to support the development of quality, affordable housing, including suggestions where changes in funding criteria could facilitate the development of increased housing for all income levels. • Tools and strategies to promote affordable housing for moderate, low, and very low-income households, including new regulatory and finance mechanisms, grants, partnerships with organizations, dedicated revenue sources, and opportunity in creating affordable housing on publicly -owned land property. • Strategies that will help increase incomes and improve economic development opportunities. h. Consider all related issues such as public participation, job/housing mix, consistency with existing planning and land use policy, protection of ecological resources, promotion of efficient development patterns and green building. 5. Community Engagement Plan The Proposer shall identify opportunities for residents, property owners, business owners and developers to participate in and stay informed about the project. The opportunities may include a steering committee, charrettes, public workshops, focus group interviews, educational materials, project website, and/or presentations at Planning Board and City Commission meetings. 6. Schedule The Proposer shall provide a detailed project schedule and timeline for all events, activities, and meetings to take place during the project. 7. Reports The Proposer shall anticipate that at least one draft report of the research, conclusions and recommendations will be prepared for staff review and comment and then revised for a public presentation. The final report will incorporate changes and recommendations made in response to the draft report, and will be presented to both the Planning Board and the City Commission. 25 0" ROSMOASSOCIRTES March 2, 2019 Evan Fancher, Director South Miami Community Redevelopment Agency 5825 SW 68`s Street, Suite 400 South Miami, FL 33143 Jane Tompkins, Planning Director City of South Miami Sylva Martin Building 6130 Sunset Drive South Miami, FL 33143 Project: HOUSING OPPORTUNITIES ANALYSIS FOR THE CITY OF SOUTH MIAMI The City of South Miami, Florida, (the "City") desires to create a planning tool to help identify and analyze existing and projected housing needs; to develop goals, policies, land use regulations, incentive programs, and quantifiable objectives for increased housing types, tenure and affordability; and to address program needs for the construction, rehabilitation, preservation and financing of affordable housing. Toward that end, the experienced team at Rosado & Associates ("Team") - which has assisted a number of other local governments with similar initiatives - is pleased to submit this Proposal in order to assist the City in this important endeavor. Description of Services: For professional services to be rendered in connection with the following tasks: 1. Community and Housing Profile' a. Demographic characteristics: race and ethnicity, income, age, employment, population trends; b. Household characteristics: the number of existing households and housing units (by tenure); c. Housing market analysis: housing costs, rents, vacancy rates, and sales prices. • Proposed Timeframe for Task 1 from execution of agreement: 3 weeks • Proposed Fee for Task 1: $4,000 2. Housing Needs Assessment EL Conduct a housing demand and affordability assessment and analysis throughout the City. Review and evaluate housing affordability in terms of household needs and demands, and income range, prepare affordability gap analysis for rental and owner -occupied housing. Determine household levels of affordability and cost of producing additional housing. b. Projected needs: identify number of new units needed, by tenure, housing type, and cost to meet current needs and accommodate expected population growth and job generation, determine number of homes to be created through new construction, rehabilitation and preservation. ' In 2017-18 the City prepared an update to its Comprehensive Plan. This effort included an extensive updating of the relevant data. The Team will review this data, which is available on the City's website, and determine the extent to which additional information is needed to complete the Housing Study. (305) 588-4364 ♦ ralph@ralphrosado.com ♦ 2103 Coral Way, 2°d Floor, Miami, FL 33145 26 0" ROSHDOERSSOCIHTES c. Calculate gaps citywide by identifying the net gain and decline of housing with an emphasis on household income, based on U.S. Housing and Urban Development guidelines. Estimate the demand from new and existing households over 20 years in five-year increments. Forecast the cost associated with the gap between the City's current housing stock and projected needed housing stock over 20 years in five-year increments. • Proposed Timeframe for Task 2 from execution of agreement: 7 weeks • Proposed Fee for Task 2: $5,000 3. Land Use and Policy Review a. Identification of regulatory barriers (i.e., local housing policies, land development controls, and approval processes) that hinder the development of housing in the City. • Proposed Timeframe for Task 3 from execution of agreement: 8 weeks • Proposed Fee for Task 3: $5,000 4. Goals, Policies, and Quantifiable Objectives a. Analyze the Land Development Code to ascertain its impact on housing cost and development of affordable housing for all income levels and recommend code changes to address any barriers. b. Analyze the impact of market forces such as cost and availability of developable land. c. Estimate the number/percentage increase of units, by various income level (percent of Area Median Income), to be constructed, rehabilitated or conserved in the next twenty (20) years; d. Identify needed programs and agencies responsible for: constructing new and improving existing housing stock, promoting access to affordable housing (equal housing opportunity), and increasing capacity of residents to lower housing cost burden, build long term equity, stabilize housing situations (through homebuyer training, rental vouchers, assistance for people with disabilities, etc.); e. Identify potential options for affordable housing bonus programs; f. Identify possible strategies related to the provision of housing for all income levels; g. Provide proposed policies to create opportunities to support and create affordable housing and recommendations to remove or reduce any barriers. Establish scalable strategies to address the housing concerns identified in the City which may include the following: • A statistically sound approach for setting targets for housing in the City and identified burden subpopulations. • Strategies for ensuring log -term affordability, including the desirability of establishing a Housing Trust Fund. • Collaborative public and private sector strategies to support the development of quality, affordable housing, including suggestions where changes in funding criteria could facilitate the development of increased housing for all income levels. • Tools and strategies to promote affordable housing for moderate, low, and very low-income households, including new regulatory and finance mechanisms, grants, partnerships with organizations, dedicated revenue sources, and opportunity in creating affordable housing on publicly -owned land property. • Strategies that will help increase incomes and improve economic development opportunities. h. Consider all related issues such as public participation, job/housing mix, consistency with existing planning and land use policy, protection of ecological resources, promotion of efficient development patterns and green building. • Proposed Timeframe for Task 4 from execution of agreement: 12 weeks • Proposed Fee for Task 4: $10,000 (305) 5884364 4 ralph@ralphrosado.com ♦ 2103 Coral Way, 2"d Floor, Miami, FL 33145 27 HOSRDO � HSSOCIRTES 5. Community Engagement Plan The Team shall provide opportunities for residents, property owners, business owners and developers to participate in and stay informed about the project. The opportunities will include one-on-one interviews with City officials and community stakeholders, to be determined by the City's Planning Director and SMCRA Director; an Initial Public Visioning Workshop; the preparation and dissemination of educational material (to be distributed in person and placed on the City's website, pursuant to City staff review and approval), a Final Public Visioning Workshop, a presentation at a City Planning Board meeting, and a presentation at a City Commission meeting. • Proposed Timeframe for Task 5 from execution of agreement: 12 weeks. • Proposed Fee for Task 5: $6,000 The Team shall provide at least one draft report of the research, conclusions and recommendations for staff review and comment and then revise for a public presentation. The final report will incorporate changes and recommendations made in response to the draft report and will be presented to both the Planning Board and the City Commission. If acceptable to you, I will accept a signed and scanned copy of this form as written authorization to proceed with the assignment. Thank you very much for this opportunity to be of service to the City of South Miami. Rosado & Associates Ralph Rosado Ralph Rosado, PhD, AICP, President Accepted By: Evan Faucher, Director South Miami CRA Jane Tompkins, Planning Director City of South Miami Date: Date: (305) 588-4364 ♦ ralph@ralphrosado.com ♦ 2103 Coral Way, 2nd Floor, Miami, FL 33145 28 ADVISORY February 13, 2019 Mr. Evan Fancher Director SOMI CRA 5825 SW 68th Street St. 400 South Miami, Florida 33143 Subject: City of South Miami Housing Study Dear Mr. Fancher. Lambert Advisory (Lambert) appreciates the opportunity to provide the City of South Miami, Florida (City) with a proposal for services related to a City-wide Housing Study. Specifically, the City is seeking to create a planning tool to help identify and analyze existing and projected housing needs; to develop goals, policies, land use regulations, incentive programs, and quantifiable objectives for increased housing types, tenure and affordability; and to address program needs for the construction, rehabilitation, preservation and financing of affordable housing. In this effort, Lambert Advisory (Lambert) will provide housing and economic development strategies that will lay the ground work for addressing these goals and, importantly, identify how future housing development trends are likely to change the housing market dynamics in South Miami over the several years, with specific focus of low and moderate income families and households. Eventually, we will use this analysis to define the segment and scale of housing supply and demand among these sectors in South Miami, and understand the level of demand that has not been served by the market and therefore will require some form of assistance or support. The springboard for our analyses will be the base of data published in previous reports and studies, including, Comprehensive Plan, Zoning Code, CRA documents, and other applicable economic, demographic, and housing market reports and studies. The overall goal of the housing needs assessment and market study will be to: • Develop an understanding the changing dynamics in the market and how these changes have impacted affordable housing needs and market rate housing demands in the region; • Assess current strategies developed by and for the City of South Miami and Miami Dade County for meeting housing needs and demands including successes and hurdles to realizing strategy objectives; 29 2 1 P a g e • Determine estimates of future housing needs and demands among a wide range of income cohorts based on projections of growth among those factors influencing demand, most notably employment and population; and, • Expand upon existing strategies and/or identify additional strategies for meeting affordable housing shortfalls and minimizing gaps between demand and supply. The following proposed scope of work provides insight into some of the methodology and resources we will employ to address what South Miami has outlined as the primary tasks for the Housing Strategy and related economic development initiatives. A. Methodology and Approach Phase 1: Inventory Economic/Demographic & Related Trend Analysis At the outset, we will develop an economic and demographic overview of the City of South Miami. and the surrounding Miami Dade County region. This will include an analysis that is directly targeted to determine how demand for housing in the future will be driven by existing or emerging trends. To the extent possible we try to define these trends by sub areas throughout the Study areas (TAZ's, planning areas, etc.) • Total employment and unemployment trends • Employment trends by sector and average wage; • Population trends and projections by age; • Migration trends by location and income profile; • Household trends and projections by household type/tenure (renter vs. owner, head of household, size of household, children); • Housing structure mix and characteristics (single family, multi -family, manufactured, vacant units by type, year built, substandard etc.); • Income trends and projections by income cohort and households including age, race and ethnicity of householders; • Compared existing trends in South Miami and the County with state and national trends as well as trends among select metropolitan areas in Florida. The demographic analysis will provide a basis for determining the extent of housing demand as well as future demand and needs by income group. This will be used to compare to the housing market analysis to be completed in other tasks. The primary source of data will be from US Census including the American Community Survey, the US Bureau of Labor Statistics, US Bureau of Economic Analysis, Florida Department of Economic Opportunity (FDEO), University of Florida Bureau of Business Research (BEBR), OF Shimberg Center for Housing Policy, Miami Dade County Planning Department, and the City of South Miami. 30 3 1 P a g e Housing Analysis (Existing Conditions) The housing market analysis will allow us to determine those income groups being served (or not served) by the housing market, including extremely -low, very -low, low and moderate income groups as well as special needs groups (elderly, mentally and physically disabled). This analysis will be for the City of South Miami, and to the extent possible, sub -areas within the City. • Production Activity for single family, multi -family, mobile homes, etc., based on a trend analysis of ➢ Building permit trends ➢ Certificates of Occupancy ➢ Planned projects and projects in the pipeline ➢ Land use code and build -out projections • Supply Analysis ➢ Available inventory of "for -sale" homes (single family, multi family, mobile homes by price distribution including market -rate, workforce/affordable and low income ➢ Breadth and depth of sub -prime lending and foreclosures in the market. ➢ Available inventory of rental housing by type (market -rate, low income, tax -credit, etc.) covering vacancy/occupancy levels, rent levels, floor plans (bedroom and size) • Demand Analysis ➢ Trends analysis of new and existing home sales by price band, ➢ inventory of "for -sale" homes (single family, multi family, mobile homes by price distribution including market -rate, workforce/affordable and low income ➢ Breadth and depth of sub -prime lending and foreclosures in the market. ➢ Available inventory of rental housing by type (market -rate, low income) tax -credit, etc.) covering vacancy/occupancy levels, rent levels, floor plans (bedroom and size) ➢ Housing conditions among both market rate and affordable, as well as identify substandard, vacant homes by type (i.e. for -sale, second homes, substandard, etc) and identify constancies or inconsistencies that may impact future housing • Field work research to collect data from select new for -sale developments as well as existing re -sales in the market including: price points, unit size and type, and scale and sales pace of development. • Field work research to will collect information for a wide variety of rental properties, including large and small developments, low-income, subsidized and tax credit to determine: unit mix and size, occupancy rates, rental rates by unit type, required deposits, renter profiles, year built, and quality of product. • Lambert will assist the City and/or its independent planning representatives with community engagement to the extent that we will participate in up to four (4) scheduled charrettes, public meetings, 31 4 1 P a g e focus groups, Planning Board and/or Commission meetings. Importantly, the City and/or its representatives will be responsible for organizing, advertising and hosting public meetings. Based upon the information collected in both the demographic and market analysis we will be able to define the extent of the current "gap" in the housing market that is not being served. Based upon trends and projections we will also gain a perspective on how this gap will evolve over the next decade. Our primary sources of data for this section of the study will include but not be limited to: the US Census including the American Community Survey, city and county government departments, including planning, building, code enforcement, community and economic development as well as the Miami Dade County Property Appraiser for information on sales and values. Other sources would include, local builder's associations/organizations, chambers of commerce, and the local board of realtors. Phase H. Assessment We will provide the City with its assessment of the inventory/existing conditions analysis in an effective manner, including documentation and presentation that clearly identifies the research and findings. As part of this process, we will: • Meet with representatives of the City to discuss the inventory analysis, and correlate the finding with the City's current planning initiatives. • Deliver a comprehensive overview of housing conditions among both market rate and affordable, as well as identify substandard, vacant homes by type (i.e. for -sale, second homes, substandard, etc) and identify constancies or inconsistencies that may impact future housing. • Provide an assessment of the extent to which the regulatory and market conditions serves people at different income levels and special needs group. As part of this process we will: ➢ Review Land Development Codes to assess any impact on housing cost and development of affordable housing for all income levels and recommend code changes to address any barriers, ➢ Identify HUD benchmarks for median income, extremely -low, very low and low income buy size of household/family in the study areas, as it relates to including "affordable" for -sale housing and fair market rents, ➢ Survey housing providers including private sector builders, realtors and public sector housing organizations to obtain input on significant existing or projected gaps in capacity, ➢ Identify gaps between supply and demand of housing for low-income and special needs groups by type, tenure, price/rent levels and location of significant gaps ➢ Prepare map overlays showing concentrations of low-income and special needs groups in the study areas as well the locations of gaps in supply and demand of housing for these groups, and, ➢ Locate strategic sites that may be integral to either short-term or long-term housing planning, including an overview of publicly and/or privately held land suitable for mixed -income multi- family housing. 32 5 1 P a g e This task may help to define the scale of the backlog of investment that may be required to bring existing market -rate and/or affordable housing to specific areas of the market. Phase IIL• Strategy Based upon the tasks outlined above, we will prepare a Housing Strategy with the objective of determining near -term (5 to 10 year) and longer -term (10 to 20 year) needs. Importantly, the housing strategy will provide the City of South Miami with the tools necessary to identify barriers and develop a set of directed strategies for broadening affordable housing options in the City and specific study areas. Some of these strategies may be based upon the nature'of current housing funding and production programs and the market. Some of the key components to the final phase of the housing strategy will be to: • Ensure that the consulting team has adequately conducted and maintained public outreach, and that the stakeholders input has been integrated into the strategic plan; • Identifying opportunities and programs aimed at supporting market rate and affordable housing, including opportunities for encouraging mixed income and market rate developments; • Creating strategies for integrating subsidized housing within vibrant commercial corridors and supporting applicable retail to housing ratios; • Provide proposed policies to create opportunities to support and create affordable housing and recommendations to remove or reduce any barriers. • Identify new financing and funding strategies given the flexibility of existing and proposed funding programs and sources, including public/private partnerships, Housing Trust Funds, bonus programs, among others; • Define housing programs and efforts which addresses the "gap" in funding which is faced by families across the income spectrum; and, • Provide a strategy for lowering the hurdles associated with combining funding sources to best meet the unique housing needs in the region. Importantly, the housing strategy aims to comply with Miami Dade County's affordable housing requirements. Furthermore, the housing strategy will involve considerable public outreach and consistent interaction with the City and its staff. Timing & Fees We are prepared to commence our work immediately upon execution of Agreement. We will plan to complete all three phases identified above within 120 days of commencement of work, and present our initial findings 33 6 1 P a g e at an in -person meeting that will be supported by a presentation; however, there may be a need for variability based upon the timing of public outreach/meetings. Following this meeting, we will prepare a Technical Memorandum supporting our research, analysis and findings to be completed within 2 to 3 weeks thereafter. In sum, the total timeline for the completion of our work will be within 130 days from the study's commencement. Professional fees associated with the services outlined herein will total $48,000. We will invoice in four equal installments upon completion of each 30 day period following project commencement, with final invoice upon delivery of the Draft Technical Memorandum. If, at some point during the course of the work, a decision is made to discontinue, our fee will be based upon the actual professional time expended to date. Terms of Agreement Our studies, reports and analysis are subject to the following restrictions and conditions: Lambert Advisory has no obligation to update our findings and conclusions for changes in market conditions which occur subsequent to our work. Any such changes in market conditions may affect the validity of our estimates. Documents we prepare are based upon assumptions and estimates which are subject to uncertainly and variation. These estimates are often based on data obtained in interviews with third parties, and such data are not always completely reliable. In addition, we make assumptions as to the future behavior of consumers and the general economy which are highly uncertain. Therefore, while our estimates will be conscientiously prepared on the basis of our experience and the data available to us, we make no warranty of any kind that the occupancy, rates, revenues, or expenses projected will, in fact, be achieved. The scope of services does not include the engagement of Lambert as an expert witness in any litigation. Acceptance We hope this letter correctly addresses your needs. If you have any question about the scope of our work or business arrangements, please feel free to call me at (305) 503-4096. We thank you for the opportunity to present this proposal and look forward to working with you on this engagement. If this proposal is acceptable as stated, please sign below and return a copy to us. Regards, Eric Liff, Principal THE FOREGOING PROPOSAL AND ITS TERMS AND CONDTIONS IS ACCEPTED IN ITS ENTIRETY BY: 34 7 1 P a g e Name: Company: Title: Date: City of South Miami 35 di RESOLUTION NO. CRA 37-01.-86 A RESOLUTION OF THE CHAIRPERSON AND MEMBERS OF THE SOUTH MIANH COMMUNITY REDEVELOPMENT AGENCY (SMCRA) ADOPTING THE "SOUTH NIIANII COMMUNITY REDEVELOPMENT AREA MULTI- FAMILY HOUSING STUDY" IN CONCEPT. WHEREAS, the South Miami Community Redevelopment Agency desired to create a master plan in order to best serve its duty to provide high -quality multi -family housing; and V4EREAS, the Corradino Group worked with citizens, developers and City, County and SMCRA staff to create such a plan. NOW, THEREFORE, BE IT RESOLVED BY THE CHAIRPERSON AND MEMBERS OF THE SOUTH MIAIVII CON04UNITY REDEVELOPMENT AGENCY: Section 1. That the "South Miami Community Redevelopment Area Multi -Family Housing Study" is hereby adopted in concept. Section 2. This resolution shall take effect immediately upon approval. PASSED AND ADOPTED this 3m day of December, 2001. READ AND APPROVED AS TO FORM: atzC f )//,1/tWWj-Nh GENERAL COUfSEL APPROVED: CHAII RSON BOARD VOTE: 6-0 CHAIR ROBAINA: YEA VICE CHAIR FELIU: YEA MEMBER BETHEL: YEA MEMBER BIRTS-COOPER: YEA MEMBER RUSSELL: YEA MEMBER WISCOMBE: YEA 36 INTER -OFFICE MEMORANDUM To: Honorable Chair and SMCRA Board Date: November 29, 2001 rFrom: Gregory J. Oravec ; Subject: Meeting 12/03/01— SMCRA Director Il ' Multi -Family Housing Study A RESOLUTION OF THE CHAIRPERSON AND MEMBERS OF THE SOUTH MIAMI COMMUNITY REDEVELOPMENT AGENCY (SMCRA) ADOPTING THE "SOUTH MIAMI COMMUNITY REDEVELOPMENT AREA MULTI- FAMILY HOUSING STUDY" IN CONCEPT. BACKGROUND & ANALYSIS One of the SMC.ILA's most important commitments is to the provision of high quality affordable muit;.A' n-,ily housing. This commitment is evidenced by the SMCRA Plan; which calls for rehabilitation and construction of new multifamily units, and the Interlocal Agreement, which mandates the creation of new multifamily housing units. Unfortunately, current land use categories and zoning classifications severely restrict the Agency's ability to maintain this commitment. As a result, the Agency hired the Corradino Group to: ...assist it in fully achieving its housing goals ... lbyl conduct[ingl a housing study which evaluates existing land use and zoning regulations, existing conditions and the needs of the community in order to recommend appropriate amendments to existing regulations and to visually represent those recommendations. Since June, the Corradino Group has been working with citizens, developers and City, County and SMCRA staff to fulfill this objective. The attached draft plan shows that the stakeholders, working together as a team, have succeeded in meeting and exceeding the objective. The plan exhibits attractive, "do -able" designs, supported by realistic pro-formas, which would transform blight to a beautiful sight. The Study is still in draft form, and your comments would be greatly appreciated. The attached resolution only serves to adopt the Study "in concept," allowing staff to use it as the basis to propose code changes and pursue funding sources. RECOMMENDATION Your approval is recommended. 37 South Miami Redevelopment Comm'unity a dy Multifamily Housing Stu November 2001 Prepared for The City of South Miami and South Miami Community Redevelopment Agency Prepared by The Corradino Group In Association with Christopher J. Brown Yoel Camayd Draft for Review a] Introduction The South Miami Community Redevelopment Agency (SMCRA) was created to enhance the quality of life in the 189 acre redevelopment area. As part of this mission, the SMCRA has committed to improving and upgrading the existing housing and increasing the opportunities for affordable multi -family housing units, and therefore enhancing the overall quality of life in South Miami. This report provides an analysis of infill housing and retail opportunities within the redevelopment area and recommends strategies to revitalize the district. Created in part with the staff and IN City's consultant, the Corradino Group, this report is organized into five sections that follow the process of the project: The Existing Conditions section explains the initial analysis that occurred at the beginning of the project. Once these ideas were established, the consultant was able to ask for public input, which is summarized in the Workshop Summary section. Workshop participants used examples of housing types to create a vision for their neighborhood, which is summarized under Housing Types: precedents and prototypes. The culmination of these efforts is found in the Recommendations section. The Final Summary section summarizes the new housing distribution, recommends zoning changes, and provides a list of definitions used in the financial analysis. Existing Conditions The SMCRA staff worked with the consulting firm, The Carradino Group, to prepare this study. Initially, the SMCRA staff and consultants conducted site visits to prepare a preliminary list of potential redevelopment sites. These sites were either vacant, blighted or represented an inefficient use of land. They signified an opportunity to improve existing uses, increase affordable and high quality multi -family housing, and enhance the quality of life in the neighborhood. A preliminary existing conditions analysis map using the City's geographic information system data, further helped in selecting potential sites. It illustrated the predominance of churches along 59th Place (or Church Street) as well as the location of existing multi -family housing. It also showed the neighborhood's close proximity to the Metrorail and the two neighborhood parks. Finally, the diagram illustrated activity nodes and important streets. From this, the staff and consultants were able to select eleven sites to present at a public workshop. existing conditions issues n:3 51 3_ ) __ao SMCRA EXISTING BOUNDARY MULTI -FAMILY HOUSING METRORAIL PARKS CHURCHES ACTIVITY NODES AND CONNECTIONS INDUSTRIAL ZONE 39 Workshop On August 23, 2001, a separate meeting was held for residents of the public housing complex to introduce several ideas for improving the appearance and function of their homes. On August 25,2001, the public was invited to comment on a list of eleven sites for infill housing and retail opportunities. The following images are ideas from the second workshop as well as the eleven sites. Group Drawing of Church StreetArea Group Drawing of Public Housing Group L.awing of Parcels 7, 10, 811 infill housing opportunities 1 2 3,4,5 1 0 ----...- 11 ,N Group Grawing of Parcel 10 td vi ....... ....... Sample Housing Prototypes The prototypes are based on these precedents and have been drawn mixed -use accordng to the parameters of South Miami's zoning code. There are six pmtDWw or templates, that correspond to the recommended site plans Wowing this section. rowhouse bungalow Gap—, %PA-6 duplex charleston houscE townhouse 42 Recommendations During the workshop, participants ranked sites in order of priority. 1. South Miami Gardens 2. Hardee Courts 3. Madison Square West 4. Madison Square East 5. Terrace Crossing 6. Central Place 7. Hardee Gateway The following section describes each of these sites and illustrates the vision for an improved neighborhood. In this vision, Church Street functions as a prominent avenue with retail & multi- story buildings to rejuvenate the street Recommendations maximize available land to increase the total number of new housing units. Solutions value the pedestrian and efficient design and include a mix of uses. Additionally, housing recommendations have been financially structured to be affordable. The cost of land, size of units, and construction costs are all structured to enable the vision's success. Implementation is the goal. aerial of existing study al as OHardee Courts OHardee Gateway IT Madison Square East OMadison Square West OTerrace Crossing OSouth Miami Gardens © Central Place 43 SW 63RD ST. I I I M in Mg N a - ------- -- - z 91 ir N I IF aqr n -n b IN Id Is r 0 Iff <m N COIN M ■0 2: ;W 66TR ST . W, 0 %W 68TH ST. 6 SW UTH ST. SW70TH ST. Park I = = P:14 AAwwO study area/ selected development sites 1 �Q S III r-i The SMCRA staff and consultants met with County housing staff on several occasions to discuss options for the site's redevelopment. Of critical importance was obtaining community and residential support for any recommended changes. Ati residents should have the opportunity to return to the improved South Miami Gardens. In addition, by local law, all residents must be given a place to live. There are three scenarios for South Miami Gardens: new construction at 18 or 24 units per acre or complete rehabilitation with no demolition. The new construction scenarios would use similar configurations, but differ in unit size. Units would include two to four bedrocm apartments all with two baths averagng 900 to 1300 square feet, and three bbedroom townhouse with two to two and a half baths at 1250 to 1400 square feet. The less dense version would feature large units and the more dense version would use smaller units. The rehabilitation scenarios would involve redesigning the parking lots and imprWng the building facades, as well as extensive interior renovation including a/c and appliances, numbing, ane cosmetic improvements. rehabilitation scenario plan view rehabilitation scenario financial analysis recommended option New construction at 24 units per acre would create the greatest number of new units and would enable a 30% low income and 70% market tenant mix. This is the ideal ratio for balancing mixed income housing because it dilutes concentrations of low-income households for a more diverse community. This option would also allow for owners and renters to further diversify the population. The layout of the scenario is equally as compelling. It reconfigures' buildings to face the street and breaks the super block into smaller blocks to seamlessly blend into the adjacent neighborhood blocks. In this scenario South Miami Gardens becomes indistinguishable from other homes. perspectives recommended scenario financial analysis A 50 B 66 900 1,000 2/2 3/2 $81500 r�$90 5 y$9790,0 $87,30 C 12 , 1 100 4/2 $93 500 - $85 00 S6btotal_ 128 970 $85925 $8855 H Townhouses 7 ' D 20 1,250 312 $104 400 $83 52,"� E F 20 - 0 1,400 1,600 3/2 312'/ , $114906 cr4"a$8207n a>. $0fir' Sub -Total 40 1,325 "$ 109.650 $8275 Total 168 1,054 $91 574 �$86 82 � r Commercial Program Retail 4 900 %: $81,000 $90.00 1 Mk W less dense scenario financial analysis Lower Density Alternative 118 units per acre: Land Use Information Housing Information Site Area: 300,000 sq. ft. Housing Typology: AptsJfwnhs. Lot Description: na Average Sales Value: $99,488 2000 Assessed Value: $3,831.195 Estimated Acquisition: na Land Cost Ratio: 8.4°% Estimated Market Value: $1,050,000 Unit Land Cost: $8,333 Value per Lot na Average Unit Size: 1,137 Value per sq. It.: $3.50 Avg. Sales Value PSF: $87.54 Total Dwelling Units: 126 Construction PSF: $55.00 Total Retail Units: 4 Garage: surface FAR: A9 Project Density: 18.0 units per acre No. Stories: Two and Three Parking Ratio Res.: 1.75 spaces per unit Ailey: yes Parking Ratio Comm.: 1 space per 250 sf,14 spaces Residential Program Unit No. No. Units Size (50 BedlBath Price PPSF Condo/Apts. A 38 950 212 $87,100 $91.68 B 48 1,100 312 $97,910 $89.01 C 10 1,300 412 $108,900 $83.77 Subtotal 96 1,061 $94,776 $89.29 Townhouses D 10 1,250 312 $105,100 $84.08 E 16 1,400 312112 $116,500 83.21 F 4 1,600 312 V2 $130,500 $81.56 Subtotal 30 ' �': $115,567 $83.22 Total 126 1,136 $ 99,488 $87.54 Commercial Program Retail 4 900 % $81,000 $90.00 sw 68th street__ ro N U sw 67th street a-] 2. Hardee Courts SW 64th Street between SW 59th Place and SW 59th Avenue Hardee Court is second priority for redevelopment after South Miami Gardens. Hardee Courts has the opportunity to be a jewel at the inte'rseclion of SW 640 Street and 59" Place. The concept was to build an attractive multi -family housing complex that enhanced the quality of life for residents living within the complex and was attractive to residents outside of the complex. The solution was twelve, two-story, courtyard rowhouses each with two parking spaces and small rear yards. The units range from two to three bedrooms each with two baths and vary in size from 950 to 1350 square feet. Units front the street with parking in the rear to match the higher density commercial and multi -family townhouses across the street. aerial view I. I c3 S1,�umixn�wa ve� rl .• I ( R a7�u1. perspective view financial analysis Land Use Information Site Area: 32,392 sq. ft Lot Description: 5 @ 60' x 105' 2000 Assessed Value: $197,754 Estimated Acquisition: $300,000 Estimated Market Value: $75,000 Value per Lot: $15,000 Value per sq. ft.: $2.32 FAR: .46 Total Dwelling Units: 12 Total Retail Units: 0 Project Density: 16.2 units per acre Parking Ratio: 2 spaces per unit Housing Information Housing Typology: Townhouse Avg. Market Sales Value: $104,500 Land Cost Ratio: 6.0% Market Unit Land Cost: $6,250 Average Unit Size: 1,250 sq. ft. Average Sales Value PSF: $83.60 Construction PSF: $50.00 No. Stories: one and two Garage: no Alley: no Residential Program Unit No. No. Units Size (so Bed/Bath Price PPSF A 2 950 2/2 $83,000 $87.37 B 2 1,150 3/2 $96,000 $83.48 C 8 1,350 3/2 $112,000 $82.96 Total 12 1,250 $85s; , �583.60 WO 3. Madiasth onnue aSnd paare West Madison Square West was ranked third for redevelopment. This site has the potential to invigorate the neighborhood in conjunction with all the other planned improvements on Church Street. The strategy for Madison Square West includes twelve townhouses and eight apartments each with parking spaces. In addition, the site will have four units of retail fronting Church Street. The townhouse are all three bedrooms two and half baths ranging in size from 1250 to 1350 square feet. The apartments are all three bedroom two baths at 1100 square feet. This configuration will establish Church Street as a mid to high density street with affordable, attractive housing and supporting retail. aerial view plan view perspective view financial analysis Land Use Information Housing Information Site Area: 60,000 sq. ft Housing Typology: Apts.rrownhouses Lot Description: 10 @ 50' x 120' Average Res. Sales Value: $109,837 2000 Assessed Value: $344,455 Estimated Acquisition: $500,000 Land Cost Ratio: 7.0% Estimated Market Value: $200,000 Market Unit Land Cost: $7,692 Value per Lot: $20,000 Average Unit Size: 1,220 Value per sq. ft.: $3.33 Average Sales Value PSF: $90.03 Total Dwelling Units: 20 Construction PSF: $55.00 Total Retail Units: 6 No. Stories: Two to Three FAR: .47 Project Density: 14.6 units per acre Parking: surface Parking Ratio Res.: 1.5 spaces per unit Alley: yes Parking Ratio Comm.: 16 spaces Residential Program Unit No. No. Units Size (sf) BedBath Price PPSF Townhouses A 6 1,250 312112 $112,110 $89.69 B 6 1,350 3121/2 $118,110 $87.49 Apartments C 8 1.100 ?'1 �101,925 $92.66 Total 20 1,220 $109,837 $90.03 Commercial Program Retail 6 600 %: $54,000 $90.00 50 4. Madison Square East SW 64th Street and SW 59th Place Madison Square East is the fourth priority for redevelopment. Strategies for improving this site are similar to those for Madison Square West including retail fronting Church Street and townhouses. financial analysis Because of Madison Square East's smaller size, it will accommodate fewer housing units, but will function as part of the larger development across the street. Land Use Information Housing Information Recommendations include five 900 square Site Area: 22,000 sq. ft Housing Typology: Apartments foot apartments and seven 1200 square Lot Description: 4 @ 50' x 110' Average Sales Value: $97,958 foot apartments each with two parking 2000Assessed value: $107,549 spaces. There is also space for three Estimated Acquisition: $200,000 Land Cost Ratio: 5.4% units of retail with sufficient parking. The Estimated Market Value: $80,000 Unit Land Cost $5,333 buildings will be between two and three Value per Lot: Value per sq. It.: $20,000 $3.63 Average Unit Size: Avg. Sales Value PSF: 1,075 $73.26 stories high to match the developments 9 p Total Dwelling Units: 12 Construction PSF: $50.00 across the street and create texture and Total Retail Units: 3 Parking: surface diversity in the building facades. FAR: .67 Project Density: 23.5 units per acre No. Stories: two and three aerial view Parking Ratio: Parking Ratio Comm.: 1.75 spaces per unit Alley: 1 space per 200 sf, 9 space no Residential Program Unit No. No. Units Size (so Bed/Bath Price PPSF Apartments A 5 900 212 $84,040 $931: B 7 1,200 312 $107,900 $89.92 �A 'drrir' Ste`°oe Total 12 1,075 $97,958 $91.12 �r a� y+caaee plan view Commercial Program aYt)4t7`?^� Retail 3 600 /] $54,000 $90.00 . 1; - T1.1 ;r 6 perspective view 51 5. Terrace Crossing SW 66th Street, SW 59th Place, SW filth Street and S 8th Place Terrace Crossing was ranked fifth in order of importance for redevelopment. It is a small site with a tremendous amount of potential because of its financial analysis location on Church Street between the Madison Square East site and South Miami Gardens. Land Use Information There is a general consensus that the SiteArea: 32,300 sq. ftor.74 acres former pool hall located on this property, Lots 9,10,11: 3 @ 50' x 129; 2 @ 50' x 143' should be completely removed. This 2000AssessedValue: $249,779 would create a new space adjacent to Estimated Acquisition: $400,000 the church which could best be used as Estimated MarketValue: $125,000 a public park or plaza. The remaining ValueperLot Value persq• It: $25,000 $3.86 land includes one existing home, which • Total Retail 2 should remain, and two vacant lots. Total Units: nits: 0 Greater Miami Neighbrhoods, will build two single family homes on these sites. Ned Density: units per acre aerial view Parking Ratio: Parking Ratio Comm.: 2.0 spaces per unit re UnitNo. No. Units Single Family plan view F sw 66th street � ° n AL AL; a Fri 1 i s1 ' perspective view Housing Information Noising Typology: Townhouses Average Sales Value: $ Land Cost Ratio: % Unit Land Cost $ Average Unit S'¢e: Avg. Sales Value PSF: $ Construction PSF: $ Parking: surface No. Stores: one Alley. Residential Program Size (sf Bed/Bath Price PPSF 52 6. Central Place SW 64th Street between SW 59th Place and SW 59th Avenue Central Place is the sixth priority for redevelopment The site's size and close proximity to the Metrorail create a great opportunity for redevelopment. Though the block may be developed in phases, its ultimate potential is quite promising. This plan proposes to develop half the site for multi -family housing and the other half for retail including a mini -grocery store of 13,000 square feet. It recommends leaving the cookie factory and nursery school intact and dedicating the remaining land to housing. The residential component will include twenty- four townhouses and one duplex all of which are approximately 1350 and 1800 square feet. It will represent a unique opportunity to live in an urban environment in close proximity to public transit. Ultimately, this block will function as a transition piece between the residential developments to the north and the industrial zone to the south. financial analysis Residential Land Use Information Site Area Res: 72,650 sq. ft or 1.67 acres Lot Description Res.: 10 @ 25' x 146';10 @ 25' x 144' 2000 Assessed Value Res: $736,734 Estimated Acq. Res: $1,250,000 Estimated Market Value: $750,000 Value per Res. Lot: $37,500 Value per sq. ft. Res.: $10.32 Total Dwelling Units: 26 FAR: .58 Project Density: 15.6 units per acre Parking Ratio Res.: 1.5 per unit; 38 spaces Commercial Land Use Information Housing Information Housing Typology: MultiStoryApts. Average Sales Value: $173,400 Land Cost Ratio Res:16.66% Unit Land Cost Res.: $28,846 Average Unit Size: 1,645 Avg. Sales Value PSF: $105.41 Construction PSF: $60.00 Parking: surface No. Stories: One and Two Alley: yes Commercial Information Site Area Comm.: 54,075 sq. ft. or 1.24 acres Commercial Typology: Mixed Use Lot Description Comm.: 8 @ 25'xl20'; 3 @ 25'xl l3' Retail Sq. Ft.:16,000 sq. ft., 6 @ 25'x144 Parking: surface 2000 Assd. Value Comm.: $1,022,181 No. Stories: one and two Est. Acq. Comm.: $1,500,000 Alley: yes Est. Market Value Comm.: $400,000 Value Per Sq. Ft. Comm: $7.39 Parking Ratio Comm.: 1 space per 250 sq. ft.; 64 spaces FAR: .30 aerial view sus Residential Program Unit No. No. Units Size (sf? Bed/Bath Price PPSF a ,0m a Townhouses Dry A 4 1,450 312 $156,500 $107.93 B 10 1,600 3/21/2 $168.500 $105.31 C 10 1,800 3/21/2+den $186,800 $103.78 Subtotal 24 1,658 $176,000 $104.90 yayy m� 69s Duplex D 2 1,350 3/2 $150,000 $111,11 Grand Total 26 1,634 $173,400 $105.41 Commercial Program plan view Type Size (SO sw sam street -- —I' �*-r; •Y ��:, Grocery Office 13,000 3,000 i �-•_ t� ` ;EM Total 16,000 f perspective view 53 1. Hardee Gateway SW 62nd Avenue and SW 64th Street Hardee Gateway was ranked seventh and is the final site being recommended for redevelopment. It is an easy project because the land is relatively small and manageable and, the property is mostly vacant and would create little displacement. This site is important because it is highly visible and could serve an attractive neighborhood gateway. The strategy for redevelopment is limited to retail and includes six attached two- story townhouses with two parking spaces. The second story helps create a more dramatic entrance, while respecting low -density character of the neighboring properties. aerial view perspective view financial analysis Land Use Information Site Area: Lot Description: 12 000 sq. ft or .275 acres 3 50' x 80' 2000 Assessed Value: $5 ,744 Estimated Acquisition: $120,000 Estimated Market Value: $72,000 Value per Lot: $24,000 ft.: Value Swelling Total Dwellin Units: $6.00 6 Total Retail Units: 0 FAR: .70 Project Density: 21.81 units per acre Parking Ratio Res.: 2.0 spaces per unit Parking Ratio Comm.: na Housing Information Housing Typology: Townhouse Average Sales Value: $125,000 Land Cost Ratio: 9.6% Unit Land Cost $12,000 Average Unit Size: 1,400 Avg. Sales Value PSF: $89.29 Construction PSF: $55.00 Parking: surface No. Stories: Two Alley: no Residential Program Unit No. No. Units Size (sf) BedlBath Price A 6 1 400 32 $125.00 PPSF $89.29 54 Site Plan Summaries terrace crossing sw 66th street cc EL 4.- CC-)* to- --- - - - central place sw 68th street L) �I M LO sw 69th street hardee gateway (D M 10 C N (D sw 64th street south miarni gardens U sw 67th street _7 U Y " rr� rr� r� (D �Co )WI sw 68th street hardee cou.Y4 - madisun- squa-I e east &vest sw 64th street M M 0 UO 1177.7 c; 55 using summary Site Name Existing Number of New Units Net Units South Miand Gardens 58 168 110 Hardee Court 16 12 -4 Madison Square West 14 20 6 Madison Square East 2 12 10 Terrace Crossing 12 2 -10 Central Place 0 26 26 Hardee Gateway 2 6 4 Total 104 246 142 lend zoning classification to accommodate changes in density. ite Name FloorArea Ratio Density perAcre Number of Stories Building ipe outh Miami Gardens 0.49 18 two and three apartment, townhouse outh Miami Gardens 0.60 24 two and three apartment, townhouse lardee Court 0.46 12 one and two townhouse 4adison Square West 0.47 14.6 two and three apartment, townhouse Madison Square East 0.67 23.5 two and three apartment erraoe Crossing one single family .'entral Place 0.58 15.6 one and two multi -story apartment iardee Gateway 0.70 21.81 two townhouse definitions 1. Site Area is the land area of each major site described in either square footage or acreage. Z Lot Description is the description of each major site in terms of the number of lots and the approximate dimensions. 3. 2000 Assessment is the assessed value of the major site of all parcels within the site provided by the Dade County Appraisers office. 4. Estimated Acquisition is the consultant's estimate of the cost of the acquisition of the major site. Each major site contains several parcels. 5. Estimated Market Value is the value of the major site once all of the buildings have been relocated or demolished and the site is vacant land. it is the consultant's estimate of vacant land value. 6. Value per Lot is the ratio of the Estimated Market Value over the number of lot parcels on the site. 7. Value Per Square Foot is the calculation of the Estimated Market Value of the land divided by the area of the site. The value is stated in dollars per square foot. 8. Total Dwelling Units are the projected number of residential units to be developed for the site. 9. Total Retail Units are the projected number of retail bays to be developed for the site. The retail will be located on the ground floor. 10. Project Density is the calculation of the total ::-jmoer of residential units divided by the land area, stated in units per acre. 11. FloorArea Ratio is the calculation of the total square footage of the project divided by the land area stated in square footage. 12. Housing Typology is the term used to denote the building type, for example, a townhouse or an apartment. 13. Average Market Sales Value is the average sales price for the residential units projected to be developed on the site. 14. Land Cost Rado is the calculation of the Value Per Lot divided by the Market Unit Land Cost. The purpose of this ration is to determine the amount of funds allocated to land in the total value of the residential unit. 15. Market Unit Land Cost is the calculation of the Estimated Market Value of the land divided by the number of residential units. 16. Average Unit Site is the calculation of dividing the total square footage of the residential units by the total number of units. 17. Average Sales Value Per Square Foot is the calculation of dividing the Average Market Sales Value by the Average Unit Size. 18. Construction Costs Per Square foot is the hand construction costs of the projected project on a per square foot basis. 19. Number of Stories is 12' 6" for the first floor and 10" each additional floor to the ceiling beam. This does not include the height of the roof. 20. Garage indicates if parking is accommodated within a building. If not, then the parking will be accommodated on a surface lot. 21. Alley indicates a rear access street is provided. 56 1 0 e Nonconforming Residential Lots in Redevelopment Area In efforts to revitalize the community the South Miami Community Redevelop- ment Agency (SMCRA) encourages developing new housing units and enhancing existing residential areas that provide a variety of housing op- portunities for all income levels. Part of this process includes comparing the existing non -conforming lots in the redevelopment area with current zoning regulation. Sixty-one of the residential lots in the redevelopment area do not conform to the present RS-4 zoning regulations. To solve this problem new zoning standards will need to be enacted. These new standards, RS-5 (proper- ties with a lot size qual to 6,000 square feet or more, and width of 50 feet or more) and RS-6 (properties with a lot size qual to 4,000 square feet or more, and width of 50 feet or more), will enable the community to in- crease the number of units per acre, thus lowering land costs per unit. R.C.-4 US a-E designed to permit the development and conservation of sinele- family detached dwellings in suitable environments in a variety of densities to meet the varying requirements of families. Properties that are compliant with the RS-4 have a lot size equal to six thousand square feet (or more) and a frontage of sixty feet. A number of RS-4 lots were identified where the size of the unit did not meet the minimum code requirements specified for the lot size. Therefore, by allowing structures to be built on smaller lots, the RS-5 and RS-6 will enable the community to increase the density of housing units by four per acre, giving a total of 8 units per acre. This will better reflect existing housing developments and the neighborhood character. The fol- lowing two pages describe the type of single family home that could be built on the proposed RS-5 and RS-6 lots. According to the Florida Statue (chapter 163.335) the existence of non- conforming lots affects the health, safety, and welfare of the residents as well as impedes the area's growth, economic, and social development. In order for the SMCRA to facilitate the construction of new -detached single- family housing units these new land development codes would have to be incorporated into the present standards. 57 1 a A R'S-5 Residential Single Family District The RS-5, Residential Single Family District is pri- marily intended to accom- modate high -density single- family detached dwellings on lots that are 50' X 100'. RS-5 zoning would reduce the percentage of noncon- forming lots by 11%. RS-5 would allow for a one- story, two-bedroom/two bathroom single family home, equaling 1,275 square feet or a two-story four-bedroom/two bath- room home both with a driveway and garage. 7 -I I II I I II �— e-4 KITOh'.11 I. s: First Flooi O C O O O O 58 Second Floor 5 � O RS-6 Residential Single Family District The Residential Single Family (RS-6) zoning clas- sification is intended for single-family residences on lots that are 50' 80". RS-6 would allow homes with 892 square feet of us- able living space, equal to a one-story two -bedroom/ one bathroom single family home. Amaximum of VB4 square feet would be avail- able for living space or a two-story home with on - street parking. The 25' setback require- ment would allow front - --" - -- -- - �.e• aee_ �.n• i porch encroachment up to T - - - - - 9'. I gnrxr.a^ OIHIWFAMP.T LIVING A 'II GAROCII 1� 59 First Floor Second Floor Prepared by THE CORRADINO GROUP December2001 . 1C City of South Miami Housing Study Scope of Work The City of South Miami, Florida desires to create a planning tool to help identify and analyze existing and projected housing needs; to develop goals, policies, land use regulations, incentive programs, and quantifiable objectives for increased housing types, tenure and affordability; and to address program needs for the construction, rehabilitation, preservation and financing of affordable housing. The successful proposer will provide the following: _ 1. Community and Housing Profile' a. Demographic characteristics: race and ethnicity, income, age, employment, population trends; b. Household characteristics: the number of existing households and housing units (by tenure); c. Housing market analysis: housing costs, rents, vacancy rates, and sales prices. 2. Housing Needs Assessment = a. Conduct a housing demand and affordability assessment and analysis throughout the City. Review and evaluate housing affordability in terms of household needs and demands, and income range, prepare affordability gap analysis for rental and owner -occupied housing. Determine household levels of'affordability and cost of producing additional housing. b. Projected needs: identify number of new units needed, by tenure, housing type, and cost to meet current needs and accommodate expected population growth and job generation, determine number of homes to be created through new construction, rehabilitation and preservation. c. Calculate gaps citywide by identifying the net gain and decline of housingwith an emphasis on household income, based on U.S. Housing and Urban Development guidelines. Estimate the demand from new and existing households over 20 years in five-year increments. Forecast the cost associated with the gap between the City's current housing stock and projected needed housing stock over 20 years in five-year increments. 3. Land Use and Policy Review a. Idention of regulatory barriers (i.e., local housing policies, land development controls, and approvafp�bcesses) that hinder the development of housing in the City. 4. Goals, Policies, and Quantifiable Objectives a. Analyze the Land Development Code to ascertain its impact on housing cost and development of affordable housing for all income levels and recommend code changes to address any barriers. b. Analyze the impact of market forces such as cost and availability of developable land. c. Estimate the number/percentage increase of units, by various income level (percent of Area Median Income), to be constructed, rehabilitated or conserved in the next twenty (20) years; In 2017-18 the City prepared an update to its Comprehensive Plan. This effort included an extensive updating of the relevant data Proposers should review this data, which is available on the City's website, and determine the extent to which additional information is needed to complete the Housing Study. d. Identify needed programs and agencies responsible for: constructing new and improving existing housing stock, promoting access to affordable housing (equal housing opportunity), and increasing capacity of residents to lower housing cost burden, build longterm equity, stabilize housing situations (through homebuyer training, rental vouchers, assistance for people with disabilities, etc.); e. Identify potential options for affordable housing bonus programs; f. Identify possible strategies related to the provision of housing for all income levels; g. Provide proposed policies to create opportunities to support and create affordable housing and recommendations to remove or reduce any barriers. Establish scalable strategies to address the housing concerns identified in the City which may include the following: • A statistically sound approach for setting targets for housing in the City and identified burden subpopulations. • Strategies for ensuring log -term affordability„_ivcluding the desirability of establishing a Housing Trust Fund. • Collaborative public and private sector strategies to rt the development of quality, affordable housing, including suggestions where c s in funding criteria could facilitate the development of increased housingfor all in - levels. • Tools and strategt`ks to promote affordable housing for moder , low, and very low-income households, including new regulatory and finance mechanisms, grants, partnerships with organizations, dedicated revenue sources, and opportunity in creating affordable housing on publicly -owned land property. • Strategies that will help increase incomes and improve economic development opportunities. h. Consider all related issues such as public participation, job/housing mix, consistency with existing planning and land use policy, protection -of ecological resources, promotion of efficient development patterns and green building. = IMt S. Community Engagement Plan The Proposer shall identify opportunities for residents, property owners, business owners and developers to participate in and stay informed about the project. The opportunities may include a steering committee, charrettes, public workshops, focus group interviews, educational materials, project website, and/or presentations at Planning Board and City Commission meetings. 6. Schedule The Proposer shall provide a detailed project schedule and timeline for all events, activities, and meetings to take place during the project. 7. Reports The Proposer shall anticipate that at least one draft report of the research, conclusions and recommendations will be prepared for staff review and comment and then revised for a public presentation. The final report will incorporate changes and recommendations made in response to the draft report, and will be presented to both the Planning Board and the City Commission. 62