HomeMy Public PortalAbout05) 7D_CDBG Housing Consultant_Staff ReportCOMMUNITY DEVELOPMENT DEPARTMENT
MEMORANDUM
DATE:July 6, 2021
TO:The Honorable City Council
FROM: Bryan Cook, City Manager
Via: Scott Reimers, Community Development Director
By: Adam Gulick, Associate Planner
SUBJECT: APPROVAL OF CONSULTANT SERVICES AGREEMENT WITH SANDI
MEDRANO TO PROVIDE HOUSING CONSULTANT SERVICES FOR
THE CITY’S HOME IMPROVEMENT PROGRAMS
RECOMMENDATION:
The City Council is requested to:
1.Approve a consultant services agreement (Attachment “A”) with Sandi Medrano
(Medrano) to provide housing consultant services for Fiscal Year (FY) 2021-22,
which cannot exceed 20 percent of the expenditures for the City’s Home
Improvement Program and Permanent Local Housing Allocation or $73,800,
whichever is less; and
2.Authorize the City Manager to finalize and execute the consultant services
agreement with Medrano for FY 2021-22.
BACKGROUND:
1.On May 16, 2017, the City Council approved a new consultant services agreement
not to exceed $60,000 with Willdan for FY 2017-18. The contract was extended four
additional years, in one-year increments. The contract expired on June 30, 2021.
2.On May 27, 2021, the City issued a Request for Proposals (RFP) seeking a qualified
consulting firm to assist in administering the City’s home improvement programs
(Attachment “B”). The RFP is for FY 2021-22 with the option to renew the contract
for an additional four years, for a total of five years.
3.On June 10, 2021, before the deadline, the City received proposals from John Mark
Project Management, Willdan Engineering, and Sandi Medrano (Attachment “C”).
AGENDA
ITEM 7.D.
City Council
July 6, 2021
Page 2 of 4
4. On June 16, 2021, Community Development staff met to review the submitted
proposals. As specified in the RFP, City staff evaluated the submitted proposals for
completeness, the consultant’s experience with operating a home improvement
program utilizing Community Development Block Grant (CDBG) funds, and the
consultant’s ability to provide services in an efficient and cost-effective manner.
ANALYSIS:
It is standard practice for cities and counties to issue RFPs for contract services
regularly to ensure that they are receiving a competitive price. The City has contracted
with Willdan for housing consultant services since 2011, with the current agreement set
to expire on June 30, 2021.
The RFP was posted on the City’s website, the Los Angeles American Planning
Association’s website, and sent to seven companies that provide CDBG administration
services for various Los Angeles County Development Authority (LACDA) participating
cities. The City received three proposals for CDBG/housing consultant services.
Community Development staff reviewed the submitted proposals and analyzed them
based on the criteria specified in the RFP. It was a consensus amongst Community
Development staff that Medrano was the best qualified of the three proposals to provide
effective, efficient, and quality home improvement services.
Medrano has over 24 years of experience assisting cities and counties with
administering their home improvement programs utilizing an array of different funds. As
a “participating city” under the LACDA, it is important that the City hire a consultant that
has experience with LACDA’s extensive procedures. Medrano works for the current
housing consultant and has administered Temple City’s home improvement program for
the past nine years. Medrano has also worked with 10 various cities in Los Angeles
and Orange Counties.
The consultant costs will be reimbursed by CDBG funds allocated to the City’s Home
Improvement Program and the Asbestos (and Lead-Based Paint) Testing and
Abatement Program. The City Council allocated $100,000 of CDBG funds for the two
programs for FY 2021-22. There is an additional $60,000 worth of unallocated CDBG
funds, which can be used on FY 2021-22 Programs. As specified in the CDBG
Program, a maximum of 20 percent of each program’s allocation can be used for
administrative cost purposes.
Additionally, the consultant services agreement is flexible enough to provide the
necessary services if the CDBG home rehabilitation program is expanded due to
previous loans being paid back or the City carrying over funds from FY 2020-21. The
maximum administrative costs will always be limited to 20 percent of the program’s
expenditures, so the consultant’s reimbursement will be based on the completion of
home improvement projects. Additionally, the proposed agreement includes an
City Council
July 6, 2021
Page 3 of 4
additional $38,800 if an accessibility modifications program is established by the City
Council using the City’s portion of Permanent Local Housing Allocation (PLHA) funds.
Below is a table summarizing all four components of the consultant service’s
agreement.
Program Budget Rehabilitation
Budget
Maximum
Consultant Costs
Housing Rehabilitation Program
(CDBG funds)
$80,000 $64,000 $16,000
Asbestos and Lead-Based Paint
Program (CDBG funds)
$20,000 $16,000 $4,000
Estimated CDBG funds from
deferred loans paid back to the City
and, or carryover funds from FY
2020-21 CDBG Programs
$75,000 $60,000 $15,000
Accessibility Modifications Program
(PLHA funds)
$194,001 $155,201 $38,800
Total $369,001 $295,201 $73,800
The anticipated home improvement budget of $175,000 for the City’s home
improvement program includes 20 percent for consultant services ($35,000) as allowed
by the CDBG Program. If a $194,001 Accessibility Modifications Program is
established, another 20 percent of the budget ($38,800) will be available for consultant
services. The agreement with Medrano is not to exceed $73,800 for FY 2021-22, which
includes additional funds in the event the City receives additional CDBG funds.
Oversight of the programs will be provided by Community Development staff.
Additionally, the Los Angeles County Development Authority (LACDA) performs annual
programmatic and financial audits to ensure that the City’s CDBG Programs comply
with LACDA and CDBG regulations.
CITY STRATEGIC GOALS:
Approval of the Agreement for CDBG and Housing Consultant Services with Medrano
furthers the City’s Strategic Goals of Public Health and Safety, Quality of Life, and
Economic Development.
FISCAL IMPACT:
This action will not impact the FY 2021-22 City Budget as the costs were included in the
budget adoption.
City Council
July 6, 2021
Page 4 of 4
ATTACHMENTS:
A.Consultant Services Agreement with Medrano for FY 2021-22
B.City’s Request for Proposal for CDBG and Housing Consultant Services
C.Medrano Proposal, June 8, 2021
ATTACHMENT A
AGREEMENT FOR SERVICES
BETWEEN
THE CITY OF TEMPLE CITY, CALIFORNIA
AND
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This Agreement for Services ("Agreement") is entered into as of this day of
, 2021 by and between the City of Temple City, a municipal corporation
("City") and , a ("Service Provider").
City and Service Provider are sometimes hereinafter individually referred to as "Party"
and hereinafter collectively referred to as the "Parties."
RECITALS
A. City has sought, by a Request for Proposal (RFP), the performance of
the services defined and described particularly in Section 2 of this Agreement.
B. Service Provider, following submission of a proposal for the performance
of the services defined and described particularly in Section 2 of this Agreement, was
selected by the City to perform those services.
C. Pursuant to the City of Temple City's Municipal Code, City has authority to
enter into this Services Agreement and the City Manager has authority to execute this
Agreement.
D. The Parties desire to formalize the selection of Service Provider for
performance of those services defined and described particularly in Section 2 of this
Agreement and desire that the terms of that performance be as particularly defined and
described herein.
OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants
made by the Parties and contained here and other consideration, the value and
adequacy of which are hereby acknowledged, the Parties agree as follows:
SECTION 1. TERM OF AGREEMENT.
Subject to the provisions of Section 20 "Termination of Agreement" of this
Agreement, the Term of this Agreement is from , 2021 through June 30,
2022, commencing on the date first ascribed above. As a result of positive
performances and available funds, the City may extend this Agreement up to four (4)
additional years, in one-year increments.
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SECTION 2. SCOPE OF SERVICES & SCHEDULE OF PERFORMANCE.
(a) Scope of Services. Service Provider agrees to perform the services set
forth in Exhibit "A" "Scope of Services" (hereinafter, the "Services") and made a part of
this Agreement by this reference.
(b) Schedule of Performance. The Services shall be completed pursuant to
the schedule specified in Exhibit "A." Should the Services not be completed pursuant to
that schedule, the Service Provider shall be deemed to be in Default of this Agreement.
The City, in its sole discretion, may choose not to enforce the Default provisions of this
Agreement and may instead allow Service Provider to continue performing the Services.
SECTION 3. ADDITIONAL SERVICES.
Service Provider shall not be compensated for any work rendered in connection
with its performance of this Agreement that are in addition to or outside of the Services
unless such additional services are authorized in advance and in writing in accordance
with Section 26 "Administration and Implementation" or Section 28 "Amendment" of this
Agreement. If and when such additional work is authorized, such additional work shall
be deemed to be part of the Services.
SECTION 4. COMPENSATION AND METHOD OF PAYMENT.
(a) Subject to any limitations set forth in this Agreement, City agrees to pay
Service Provider the amounts specified in Exhibit "B" "Compensation" and made a part
of this Agreement by this reference. The total compensation, including reimbursement
for actual expenses, is limited to 20 percent of the home improvement program and is
limited to 20 percent of the Permanent Local Housing Allocation (PLHA) accessibility
improvement program, shall not exceed Seventy -Three Thousand Eight Hundred
dollars ($ 73,800.00 ), unless additional compensation is approved in writing in
accordance with Section 26 "Administration and Implementation" or Section 28
"Amendment" of this Agreement.
(b) Each month Service Provider shall furnish to City an original invoice for all
work performed and expenses incurred during the preceding month. The invoice shall
detail charges by the following categories: labor (by sub -category), travel, materials,
equipment, supplies, and subcontractor contracts. Subcontractor charges shall be
detailed by the following categories: labor, travel, materials, equipment and supplies. If
the compensation set forth in subsection (a) and Exhibit "B" include payment of labor on
an hourly basis (as opposed to labor and materials being paid as a lump sum), the labor
category in each invoice shall include detailed descriptions of task performed and the
amount of time incurred for or allocated to that task. City shall independently review
each invoice submitted by the Service Provider to determine whether the work
performed and expenses incurred are in compliance with the provisions of this
Agreement. In the event that no charges or expenses are disputed, the invoice shall be
approved and paid according to the terms set forth in subsection (c). In the event any
charges or expenses are disputed by City, the original invoice shall be returned by City
to Service Provider for correction and resubmission.
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(c) Except as to any charges for work performed or expenses incurred by
Service Provider which are disputed by City, City will use its best efforts to cause
Service Provider to be paid within forty-five (45) days of receipt of Service Provider's
correct and undisputed invoice.
(d) Payment to Service Provider for work performed pursuant to this
Agreement shall not be deemed to waive any defects in work performed by Service
Provider.
SECTION 5. INSPECTION AND FINAL ACCEPTANCE.
City may inspect and accept or reject any of Service Provider's work under this
Agreement, either during performance or when completed. City shall reject or finally
accept Service Provider's work within sixty (60) days after submitted to City. City shall
reject work by a timely written explanation, otherwise Service Provider's work shall be
deemed to have been accepted. City's acceptance shall be conclusive as to such work
except with respect to latent defects, fraud and such gross mistakes as amount to fraud.
Acceptance of any of Service Provider's work by City shall not constitute a waiver of
any of the provisions of this Agreement including, but not limited to, Section 16
"Indemnification" and Section 17 "Insurance."
SECTION 6. OWNERSHIP OF DOCUMENTS.
All original maps, models, designs, drawings, photographs, studies, surveys,
reports, data, notes, computer files, files and other documents prepared, developed or
discovered by Service Provider in the course of providing the Services pursuant to this
Agreement shall become the sole property of City and may be used, reused or
otherwise disposed of by City without the permission of the Service Provider. Upon
completion, expiration or termination of this Agreement, Service Provider shall turn over
to City all such original maps, models, designs, drawings, photographs, studies,
surveys, reports, data, notes, computer files, files and other documents.
If and to the extent that City utilizes for any purpose not related to this Agreement
any maps, models, designs, drawings, photographs, studies, surveys, reports, data,
notes, computer files, files or other documents prepared, developed or discovered by
Service Provider in the course of providing the Services pursuant to this Agreement,
Service Provider's guarantees and warranties in Section 9 "Standard of Performance" of
this Agreement shall not extend to such use of the maps, models, designs, drawings,
photographs, studies, surveys, reports, data, notes, computer files, files or other
documents.
SECTION 7. SERVICE PROVIDER'S BOOKS AND RECORDS.
(a) Service Provider shall maintain any and all documents and records
demonstrating or relating to Service Provider's performance of the Services. Service
Provider shall maintain any and all ledgers, books of account, invoices, vouchers,
canceled checks, or other documents or records evidencing or relating to work,
services, expenditures and disbursements charged to City pursuant to this Agreement.
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Any and all such documents or records shall be maintained in accordance with
generally accepted accounting principles and shall be sufficiently complete and detailed
so as to permit an accurate evaluation of the services provided by Service Provider
pursuant to this Agreement. Any and all such documents or records shall be
maintained for three (3) years from the date of execution of this Agreement and to the
extent required by laws relating to audits of public agencies and their expenditures.
(b) Any and all records or documents required to be maintained pursuant to
this section shall be made available for inspection, audit and copying, at any time during
regular business hours, upon request by City or its designated representative. Copies
of such documents or records shall be provided directly to the City for inspection, audit
and copying when it is practical to do so; otherwise, unless an alternative is mutually
agreed upon, such documents and records shall be made available at Service
Provider's address indicated for receipt of notices in this Agreement.
(c) Where City has reason to believe that any of the documents or records
required to be maintained pursuant to this section may be lost or discarded due to
dissolution or termination of Service Provider's business, City may, by written request,
require that custody of such documents or records be given to the City. Access to such
documents and records shall be granted to City, as well as to its successors -in -interest
and authorized representatives.
SECTION 8. INDEPENDENT CONTRACTOR.
(a) Service Provider is and shall at all times remain a wholly independent
contractor and not an officer, employee or agent of City. Service Provider shall have no
authority to bind City in any manner, nor to incur any obligation, debt or liability of any
kind on behalf of or against City, whether by contract or otherwise, unless such authority
is expressly conferred under this Agreement or is otherwise expressly conferred in
writing by City.
(b) The personnel performing the Services under this Agreement on behalf of
Service Provider shall at all times be under Service Provider's exclusive direction and
control. Neither City, nor any elected or appointed boards, officers, officials, employees
or agents of City, shall have control over the conduct of Service Provider or any of
Service Provider's officers, employees, or agents except as set forth in this Agreement.
Service Provider shall not at any time or in any manner represent that Service Provider
or any of Service Provider's officers, employees, or agents are in any manner officials,
officers, employees or agents of City.
(c) Neither Service Provider, nor any of Service Provider's officers,
employees or agents, shall obtain any rights to retirement, health care or any other
benefits which may otherwise accrue to City's employees. Service Provider expressly
waives any claim Service Provider may have to any such rights.
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SECTION 9. STANDARD OF PERFORMANCE.
Service Provider represents and warrants that it has the qualifications,
experience and facilities necessary to properly perform the Services required under this
Agreement in a thorough, competent and professional manner. Service Provider shall
at all times faithfully, competently and to the best of its ability, experience and talent,
perform all Services. In meeting its obligations under this Agreement, Service Provider
shall employ, at a minimum, generally accepted standards and practices utilized by
persons engaged in providing services similar to the Services required of Service
Provider under this Agreement. In addition to the general standards of performance set
forth this section, additional specific standards of performance and performance criteria
may be set forth in Exhibit "A" "Scope of Work" that shall also be applicable to Service
Provider's work under this Agreement. Where there is a conflict between a general and
a specific standard of performance or performance criteria, the specific standard or
criteria shall prevail over the general.
SECTION 10. COMPLIANCE WITH APPLICABLE LAWS; PERMITS AND
LICENSES.
Service Provider shall keep itself informed of and comply with all applicable
federal, state and local laws, statutes, codes, ordinances, regulations and rules in effect
during the term of this Agreement. Service Provider shall obtain any and all licenses,
permits and authorizations necessary to perform the Services set forth in this
Agreement. Neither City, nor any elected or appointed boards, officers, officials,
employees or agents of City, shall be liable, at law or in equity, as a result of any failure
of Service Provider to comply with this section.
SECTION 11. PREVAILING WAGE LAWS
It is the understanding of City and Service Provider that California prevailing
wage laws do not apply to this Agreement because the Agreement does not involve any
of the following services subject to prevailing wage rates pursuant to the California
Labor Code or regulations promulgated thereunder: Construction, alteration, demolition,
installation, or repair work performed on public buildings, facilities, streets or sewers
done under contract and paid for in whole or in part out of public funds. In this context,
"construction" includes work performed during the design and preconstruction phases of
construction including, but not limited to, inspection and land surveying work.
SECTION 12. NONDISCRIMINATION.
Executive Order 11246 requires that during the performance of this Agreement,
the Service Provider agrees not to discriminate against any employee or applicant for
employment because of race, religion, sex, color, or national origin. The Service
Provider will take affirmative action to ensure that applicants are employed, and that
employees are treated during employment, without regard to their race, religion, sex,
color, or national origin. Such action shall include, but not limited to, the following:
employment upgrading, demotion or transfer: recruitment or recruitment advertising:
layoff or termination: rates of pay or other forms of compensation: and selection for
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training, including apprenticeship. The Service Provider agrees to post in conspicuous
places, available to employees and applicants for employment, notices to be provided
by the Service Provider setting forth the provisions of this nondiscrimination clause.
SECTION 13. UNAUTHORIZED ALIENS.
Service Provider hereby promises and agrees to comply with all of the provisions
of the Federal Immigration and Nationality Act, 8 U.S.C.A. §§ 1101, et seq., as
amended, and in connection therewith, shall not employ unauthorized aliens as defined
therein. Should Service Provider so employ such unauthorized aliens for the
performance of the Services, and should the any liability or sanctions be imposed
against City for such use of unauthorized aliens, Service Provider hereby agrees to and
shall reimburse City for the cost of all such liabilities or sanctions imposed, together with
any and all costs, including attorneys' fees, incurred by City.
SECTION 14. CONFLICTS OF INTEREST.
(a) Service Provider covenants that neither it, nor any officer or principal of its
firm, has or shall acquire any interest, directly or indirectly, which would conflict in any
manner with the interests of City or which would in any way hinder Service Provider's
performance of the Services. Service Provider further covenants that in the
performance of this Agreement, no person having any such interest shall be employed
by it as an officer, employee, agent or subcontractor without the express written consent
of the City Manager. Service Provider agrees to at all times avoid conflicts of interest or
the appearance of any conflicts of interest with the interests of City in the performance
of this Agreement.
(b) City understands and acknowledges that Service Provider is, as of the
date of execution of this Agreement, independently involved in the performance of non -
related services for other governmental agencies and private parties. Service Provider
is unaware of any stated position of City relative to such projects. Any future position of
City on such projects shall not be considered a conflict of interest for purposes of this
section.
(c) City understands and acknowledges that Service Provider will, perform
non -related services for other governmental agencies and private Parties following the
completion of the Services under this Agreement. Any such future service shall not be
considered a conflict of interest for purposes of this section.
SECTION 15. CONFIDENTIAL INFORMATION; RELEASE OF INFORMATION.
(a) All information gained or work product produced by Service Provider in
performance of this Agreement shall be considered confidential, unless such
information is in the public domain or already known to Service Provider. Service
Provider shall not release or disclose any such information or work product to persons
or entities other than City without prior written authorization from the City Manager,
except as may be required by law.
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(b) Service Provider, its officers, employees, agents or subcontractors, shall
not, without prior written authorization from the City Manager or unless requested by the
City Attorney of City, voluntarily provide declarations, letters of support, testimony at
depositions, response to interrogatories or other information concerning the work
performed under this Agreement. Response to a subpoena or court order shall not be
considered "voluntary" provided Service Provider gives City notice of such court order
or subpoena.
(c) If Service Provider, or any officer, employee, agent or subcontractor of
Service Provider, provides any information or work product in violation of this
Agreement, then City shall have the right to reimbursement and indemnity from Service
Provider for any damages, costs and fees, including attorney fees, caused by or
incurred as a result of Service Provider's conduct.
(d) Service Provider shall promptly notify City should Service Provider, its
officers, employees, agents or subcontractors be served with any summons, complaint,
subpoena, notice of deposition, request for documents, interrogatories, request for
admissions or other discovery request, court order or subpoena from any party
regarding this Agreement and the work performed thereunder. City retains the right, but
has no obligation, to represent Service Provider or be present at any deposition, hearing
or similar proceeding. Service Provider agrees to cooperate fully with City and to
provide City with the opportunity to review any response to discovery requests provided
by Service Provider. However, this right to review any such response does not imply or
mean the right by City to control, direct, or rewrite said response.
SECTION 16. INDEMNIFICATION.
(a) Indemnification for Professional Liability. Where the law establishes a
professional standard of care for Service Provider's services, to the fullest extent
permitted by law, Service Provider shall indemnify, protect, defend and hold harmless
City and any and all of its officials, employees and agents ("Indemnified Parties") from
and against any and all liability (including liability for claims, suits, actions, arbitration
proceedings, administrative proceedings, regulatory proceedings, losses, expenses or
costs of any kind, whether actual, alleged or threatened, including attorney fees and
costs, court costs, interest, defense costs, and expert witness fees) arise out of, are a
consequence of, or are in any way attributable to, in whole or in part, any negligent or
wrongful act, error or omission of Service Provider, or by any individual or entity for
which Service Provider is legally liable, including but not limited to officers, agents,
employees or sub -contractors of Service Provider, in the performance of professional
services under this Agreement.
(b) Indemnification for Other than Professional Liability. Other than in the
performance of professional services and to the full extent permitted by law, Service
Provider shall indemnify, protect, defend and hold harmless City, and any and all of its
employees, officials and agents from and against any liability (including liability for
claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory
proceedings, losses, expenses or costs of any kind, whether actual, alleged or
threatened, including attorney fees and costs, court costs, interest, defense costs, and
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expert witness fees), where the same arise out of, are a consequence of, or are in any
way attributable to, in whole or in part, the performance of this Agreement by Service
Provider or by any individual or entity for which Service Provider is legally liable,
including but not limited to officers, agents, employees or sub -contractors of Service
Provider.
(c) Indemnification from Subcontractors. Service Provider agrees to obtain
executed indemnity agreements with provisions identical to those set forth in this
section from each and every subcontractor or any other person or entity involved by, for,
with or on behalf of Service Provider in the performance of this Agreement naming the
Indemnified Parties as additional indemnitees. In the event Service Provider fails to
obtain such indemnity obligations from others as required herein, Service Provider
agrees to be fully responsible according to the terms of this section. Failure of City to
monitor compliance with these requirements imposes no additional obligations on City
and will in no way act as a waiver of any rights hereunder. This obligation to indemnify
and defend City as set forth herein is binding on the successors, assigns or heirs of
Service Provider and shall survive the termination of this Agreement or this section.
(d) Limitation of Indemnification. Notwithstanding any provision of this section
to the contrary, design professionals are required to defend and indemnify the City only
to the extent permitted by Civil Code Section 2782.8, which limits the liability of a design
professional to claims, suits, actions, arbitration proceedings, administrative
proceedings, regulatory proceedings, losses, expenses or costs that arise out of, pertain
to, or relate to the negligence, recklessness, or willful misconduct of the design
professional. The term "design professional," as defined in Section 2782.8, is limited to
licensed architects, licensed landscape architects, registered professional engineers,
professional land surveyors, and the business entities that offer such services in
accordance with the applicable provisions of the California Business and Professions
Code.
(e) City's Negligence. The provisions of this section do not apply to claims
occurring as a result of City's sole negligence. The provisions of this section shall not
release City from liability arising from gross negligence or willful acts or omissions of
City or any and all of its officials, employees and agents.
SECTION 17. INSURANCE.
Service Provider agrees to obtain and maintain in full force and effect during the
term of this Agreement the insurance policies set forth in Exhibit "C" "Insurance" and
made a part of this Agreement. All insurance policies shall be subject to approval by
City as to form and content. These requirements are subject to amendment or waiver if
so approved in writing by the City Manager. Service Provider agrees to provide City
with copies of required policies upon request.
SECTION 18. ASSIGNMENT.
The expertise and experience of Service Provider are material considerations for
this Agreement. City has an interest in the qualifications and capability of the persons
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and entities who will fulfill the duties and obligations imposed upon Service Provider
under this Agreement. In recognition of that interest, Service Provider shall not assign
or transfer this Agreement or any portion of this Agreement or the performance of any of
Service Provider's duties or obligations under this Agreement without the prior written
consent of the City. Any attempted assignment shall be ineffective, null and void, and
shall constitute a material breach of this Agreement entitling City to any and all
remedies at law or in equity, including termination of this Agreement pursuant to Section
20 "Termination of Agreement." City acknowledges, however, that Service Provider, in
the performance of its duties pursuant to this Agreement, may utilize subcontractors.
SECTION 19. CONTINUITY OF PERSONNEL.
Service Provider shall make every reasonable effort to maintain the stability and
continuity of Service Provider's staff and subcontractors, if any, assigned to perform the
Services. Service Provider shall notify City of any changes in Service Provider's staff
and sub -contractors, if any, assigned to perform the Services prior to and during any
such performance.
SECTION 20. TERMINATION OF AGREEMENT.
(a) City may terminate this Agreement, with or without cause, at any time by
giving thirty (30) days written notice of termination to Service Provider. In the event
such notice is given, Service Provider shall cease immediately all work in progress.
(b) Service Provider may terminate this Agreement for cause at any time
upon thirty (30) days written notice of termination to City.
(c) If either Service Provider or City fail to perform any material obligation
under this Agreement, then, in addition to any other remedies, either Service Provider,
or City may terminate this Agreement immediately upon written notice.
(d) Upon termination of this Agreement by either Service Provider or City, all
property belonging exclusively to City which is in Service Provider's possession shall be
returned to City. Service Provider shall furnish to City a final invoice for work performed
and expenses incurred by Service Provider, prepared as set forth in Section 4
"Compensation and Method of Payment" of this Agreement. This final invoice shall be
reviewed and paid in the same manner as set forth in Section 4 "Compensation and
Method of Payment" of this Agreement.
SECTION 21. DEFAULT.
In the event that Service Provider is in default under the terms of this Agreement,
the City shall not have any obligation or duty to continue compensating Service Provider
for any work performed after the date of default. Instead, the City may give notice to
Service Provider of the default and the reasons for the default. The notice shall include
the timeframe in which Service Provider may cure the default. This timeframe is
presumptively thirty (30) days, but may be extended, though not reduced, if
circumstances warrant. During the period of time that Service Provider is in default, the
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City shall hold all invoices and shall, when the default is cured, proceed with payment
on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some
or all of the outstanding invoices during the period of default. If Service Provider does
not cure the default, the City may take necessary steps to terminate this Agreement
under Section 20 "Termination of Agreement." Any failure on the part of the City to give
notice of the Service Provider's default shall not be deemed to result in a waiver of the
City's legal rights or any rights arising out of any provision of this Agreement.
SECTION 22. EXCUSABLE DELAYS.
Service Provider shall not be liable for damages, including liquidated damages, if
any, caused by delay in performance or failure to perform due to causes beyond the
control of Service Provider. Such causes include, but are not limited to, acts of God,
acts of the public enemy, acts of federal, state or local governments, acts of City, court
orders, fires, floods, epidemics, strikes, embargoes, and unusually severe weather. The
term and price of this Agreement shall be equitably adjusted for any delays due to such
causes.
SECTION 23. County Lobby Certfication and Executive Order 11246 (EOE).
It is understood that each person/entity/firm who applies for a Community
Development Commission contract, and as part of that process, shall certify that they
are familiar with the requirements of the Los Angeles County Code Chapter 2.160, (Los
Angeles County Ordinance 93-0031) and; that all persons/entity/firms acting on behalf
of the above named Service Provider have and will comply with the County Code, and;
that any person/entity/firm who seeks a contract with the Community Development
Commission shall be disqualified there from and denied the contract and, shall be liable
in civil action, if any lobbyist, lobbying firm, lobbyist employer or any other person or
entity acting on behalf of the above named Service Provider fails to comply with the
provisions of the County Code.
SECTION 24. COOPERATION BY CITY.
All public information, data, reports, records, and maps as are existing and
available to City as public records, and which are necessary for carrying out the
Services shall be furnished to Service Provider in every reasonable way to facilitate,
without undue delay, the Services to be performed under this Agreement.
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SECTION 25. NOTICES.
All notices required or permitted to be given under this Agreement shall be in
writing and shall be personally delivered, or sent by telecopier or certified mail, postage
prepaid and return receipt requested, addressed as follows:
To City: City of Temple City
Attn: City Manager
9701 Las Tunas Dr.
Temple City, CA 91780
To Service Provider: ,jL% frL I' o 1V:4 t D
/ 5 gem
Notice shall be deemed effective on the date personally delivered or transmitted
by facsimile or, if mailed, three (3) days after deposit of the same in the custody of the
United States Postal Service.
SECTION 26. AUTHORITY TO EXECUTE.
The person or persons executing this Agreement on behalf of Service Provider
represents and warrants that he/she/they has/have the authority to so execute this
Agreement and to bind Service Provider to the performance of its obligations hereunder.
SECTION 27. ADMINISTRATION AND IMPLEMENTATION.
This Agreement shall be administered and executed by the City Manager or his
or her designated representative. The City Manager shall have the authority to issue
interpretations and to make amendments to this Agreement, including amendments that
commit additional funds, consistent with Section 28 "Amendment" and the City
Manager's contracting authority under the Temple City Municipal Code.
SECTION 28. BINDING EFFECT.
This Agreement shall be binding upon the heirs, executors, administrators,
successors and assigns of the Parties.
SECTION 29. AMENDMENT.
No amendment to or modification of this Agreement shall be valid unless made in
writing and approved by the Service Provider and by the City. The City Manager shall
have the authority to approve any amendment to this Agreement if the total
compensation under this Agreement, as amended, would not exceed the City
Manager's contracting authority under the Temple City Municipal Code. All other
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amendments shall be approved by the City Council. The Parties agree that the
requirement for written modifications cannot be waived and that any attempted waiver
shall be void.
SECTION 30. WAIVER.
Waiver by any Party to this Agreement of any term, condition, or covenant of this
Agreement shall not constitute a waiver of any other term, condition, or covenant.
Waiver by any Party of any breach of the provisions of this Agreement shall not
constitute a waiver of any other provision nor a waiver of any subsequent breach or
violation of any provision of this Agreement. Acceptance by City of any work or services
by Service Provider shall not constitute a waiver of any of the provisions of this
Agreement.
SECTION 31. LAW TO GOVERN; VENUE.
This Agreement shall be interpreted, construed and governed according to the
laws of the State of California. In the event of litigation between the Parties, venue in
state trial courts shall lie exclusively in the County of Los Angeles, California. In the
event of litigation in a U.S. District Court, venue shall lie exclusively in the Central
District of California, in Los Angeles.
SECTION 32. ATTORNEYS FEES, COSTS AND EXPENSES.
In the event litigation or other proceeding is required to enforce or interpret any
provision of this Agreement, the prevailing Party in such litigation or other proceeding
shall be entitled to an award of reasonable attorney's fees, costs and expenses, in
addition to any other relief to which it may be entitled.
SECTION 33. ENTIRE AGREEMENT.
This Agreement, including the attached Exhibits "A" through "C", is the entire,
complete, final and exclusive expression of the Parties with respect to the matters
addressed therein and supersedes all other agreements or understandings, whether
oral or written, or entered into between Service Provider and City prior to the execution
of this Agreement. No statements, representations or other agreements, whether oral
or written, made by any Party which are not embodied herein shall be valid and binding.
SECTION 34. SEVERABILITY.
If any term, condition or covenant of this Agreement is declared or determined by
any court of competent jurisdiction to be invalid, void or unenforceable, the remaining
provisions of this Agreement shall not be affected thereby and the Agreement shall be
read and construed without the invalid, void or unenforceable provision(s).
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SECTION 35. CONFLICTING TERMS.
Except as otherwise stated herein, if the terms of this Agreement conflict with the
terms of any Exhibit hereto, or with the terms of any document incorporated by
reference into this Agreement, the terms of this Agreement shall control.
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on
the date and year first -above written.
CITY OF TEMPLE CITY
Bryan Cook, City Manager
ATTEST:
APPROVED AS TO FORM:
Peggy Kuo, City Clerk Greg Murphy, City Attorney
CONTRACTOR:
By
(Authorize fficer)
Name: ,?di Y.. Media/L:6
Title. T%ri�
(2"d signature required if Corporation, Incorporation or Limited Liability
Corporation)
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A notary public or other officer completing this certificate verifies only the identity of the individual who
signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity
of that document.
ALL-PURPOSE ACKNOWLEDGMENT NOTARY FOR CALIFORNIA
STATE OF CALIFORNIA
COUNTY OF LOS ANGELES
on A v ►Jf a LI
Date
, 2011, before me,
Sandra Scott, Notary Public
Name And Title Of Officer (e.g. "Jane Doe, Notary Public")
personally appeared
Name of Signer(s)
who proved to me on the basis of satisfactory evidence to be the
person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed
the same in his/her/their authorized capacity(ies), and that by
his/her/their signature(s) on the instrument the person(s), or the
entity upon behalf of which the person(s) acted, executed the
instrument.
I certify under PENALTY OF PERJURY under the laws of the
State of California that the foregoing paragraph is true and
correct.
SANDRA YANIRA SCOTT
Notary Public - California
Los Angeles County
Commission # 2327247
My Comm. Expires May 3, 2024
WITNESS my hand and official seal.
OPTIONAL
S
Signature of Notary Public
Though this section is optional, completing this information can deter alternation of the document or fraudulent
reattachment of this form to an unintended document.
CAPACIT(IES) CLAIMED BY SIGNER(S) DESCRIPTION OF ATTACHED DOCUMENT
Signer's Name:
Individual
Corporate Officer
Partner(s)
Title(s)
Limited
General
Attorney -In -Fact
Trustee(s)
Guardian/Conservator
Other:
Signer is representing:
Name Of Person(s) Or Entity(ies)
Title or Type of Document
Number Of Pages
Date Of Document
Signer(s) Other Than Named Above
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By
Officer)
Name:
Title.
NOTE: SERVICE PROVIDER'S SIGNATURES SHALL BE DULY NOTARIZED,
AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY
BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION,
OR OTHER RULES OR REGULATIONS APPLICABLE TO SERVICE
PROVIDER'S BUSINESS ENTITY.
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EXHIBIT "A"
SCOPE OF SERVICES
I. Service Provider will perform the following Services:
A. Administer the City's Community Development Block Grant Program.
B. Administer the City's Housing Rehabilitation Program.
C. Conduct preliminary interviews with property owners to determine the
household's eligibility status and improvements for dwelling unit.
D. Process applications for the Housing Rehabilitation Program funding for
eligible homeowners.
E. Obtain all required supporting documentation including income
verification, value of property, condition of title, and credit worthiness of
applicant, as applicable.
F. Conduct property inspections and prepare work write-ups and, if
necessary, cost estimates.
G. Complete all applicable CDBG documents relating to the improvement
activities, inclusive of: lead -based paint requirements, historical
preservation review, etc.
H. Prepare specifications and bid documents, and review received bids with
homeowner.
Approve selection of contractor, and prepare and execute documents for
financial assistance to homeowner.
J. Obtain contractor clearances for non -inclusion on the Federal
Debarred/Suspended List and determine that contractor is licensed and
bonded through the State License Contractor's Board.
K. Conduct pre -construction conference to review all proposed work with the
homeowner and contractor.
L. Conduct asbestos and lead -based paint initial inspections; ensure that
contractor's abate asbestos/lead-based paint according to the report. Call
for final inspection after construction is complete.
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M. Conduct progress inspections to ensure that work is proceeding in a timely
manner and to authorize and disburse progress payments.
N. Execute and record Notice of Completion upon final inspection certifying
that the improvements have been completed in accordance with contract
requirements.
0. Acquire lien releases from contractors and subcontractors, obtain
homeowner's authorization for final payment, and execute close-out of
contractors work by ensuring that the permanent file contains required
documentation for Los Angeles County Development Authority (LACDA)
monitoring and audit purposes.
P. Prepare monthly progress reports to City staff.
Q. Assist City staff with preparing funding requests for the Housing
Rehabilitation, Asbestos Testing/Abatement, and Youth Scholarship
Programs.
R. Provide the City with program accomplishment data, needed for the
Quarterly Performance Reports to the LACDA.
S. Generate language for community marketing and outreach for the Housing
Rehabilitation Program.
T Assist City staff with establishing and administering a PLHA-funded single-
family residential accessibility improvement program. The PLHA-funded
program is based on available funds and approval by the City Council.
II. As part of the Services, Service Provider will prepare and deliver the following
tangible work products to the City:
A. Complete CDBG documents related to home improvement activates.
B. Documentation of eligibility of program participants.
C. Contractor clearances and/or certifications.
D. Progress inspection reports.
E. Notices of completion.
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III. During performance of the Services, Service Provider will keep the City
appraised of the status of performance by delivering the following status reports:
A. Monthly progress reports with information relating to people on the waiting
list, people that did not qualify, projects pending, projects under
construction, and projects completed.
B. Quarterly Performance Reports (QPR)
IV. The tangible work products and status reports will be delivered to the City
pursuant to the following schedule:
A. One (1) monthly progress report for each month of the Calendar Year
staring with the commencement of the Agreement.
B. One (1) Quarterly Performance Report provided every three months
starting with the commencement of the Agreement.
V. Service Provider will utilize the following personnel to accomplish the
Services:
A.
B.
C.
D.
VI. Service Provider will utilize the following subcontractors to accomplish the
Services:
A.
B.
C.
D.
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EXHIBIT "B"
COMPENSATION
I. Service Provider shall use the following rates of pay in the performance of the
Services:
A.
(name, title)
B.
(name, title)
C.
(name, title)
D.
(name, title)
E.
(hourly rate)
(hourly rate)
(hourly rate)
(hourly rate)
(name, title) (hourly rate)
II. Service Provider may utilize subcontractors as indicated in this Agreement.
The hourly rate for any subcontractor is not to exceed $ per hour without
written authorization from the City Manager or his designee.
III. The total compensation for the Services is limited to 20 percent of the home
improvement program (loan/grant program and asbestos testing/abatement
grant) and Permanent Local Housing Allocation (PLHA) accessibility
improvement program expenditures and shall not exceed $ 73,800.00 , as
provided in Section 4 "Compensation and Method of Payment" of this Agreement.
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EXHIBIT "C"
INSURANCE
A. Insurance Requirements. Service Provider shall provide and maintain
insurance, acceptable to the City, in full force and effect throughout the term of this
Agreement, against claims for injuries to persons or damages to property which may
arise from or in connection with the performance of the Services by Service Provider, its
agents, representatives or employees. Insurance is to be placed with insurers with a
current A.M. Best's rating is an assigned policyholders' Rating of A (or higher) and
Financial Size Category Class VII (or larger).
Only the following "marked" requirements are applicable and Service Provider shall
provide the following scope and limits of insurance:
1. Minimum Scope of Insurance. Coverage shall be at least as broad
as:
Commercial General Liability. Insurance Services Office form Commercial
General Liability coverage (Occurrence Form CG 0001).
Automobile Liability. Service provider shall maintain automobile insurance at
least as board as Insurance Services Office form CA 00 01 covering bodily injury
and property damage for all activities of the Service Provider arising out of or in
connection with work to be performed under this Agreement, including coverage
for any owned, hired, non -owned or rented vehicles.
Workers' Compensation. Workers' Compensation Insurance (Statutory Limits)
and Employer's Liability Insurance as required by the Labor Code of State of
California covering all persons providing Services on behalf of the Service
Provider and all risks to such persons under this Agreement.
Professional (Errors and Omissions) Liability. Professional liability insurance
appropriate to the Service Provider's profession. This coverage may be written
on a "claims made" basis, and must include coverage for contractual liability.
The insurance must be maintained for at least three (3) consecutive years
following the completion of Service Provider's services or the termination of this
Agreement. During this additional three (3) year period, Service Provider shall
annually and upon request of the City submit written evidence of this continuous
coverage.
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C-1
Service Provider shall maintain professional liability insurance that covers the
Services to be performed in connection with this Agreement. Any policy
inception date, continuity date, or retroactive date must be before the effective
date of this agreement and Service Provider agrees to maintain continuous
coverage through a period of no less than three years after completion of the
services required by this agreement.
1. Minimum Limits of Insurance. Service Provider shall maintain limits
of insurance no less than:
(1) Commercial General Liability. $1,000,000 per occurrence,
$2,000,000 general aggregate for bodily injury, personal injury and property damage.
(2) Automobile Liability. No Tess than $1,000,000 combined
single limit for each accident.
(3) Workers' Compensation. Workers' Compensation as
required by the Labor Code of the State of California of not less than $1,000,000 per
occurrence and Employer's Liability Insurance with limits of at least $1,000,000.
(4) Professional Liability. $1,000,000 per claim and in the
aggregate.
B. Other Provisions. Insurance policies required by this Agreement shall
contain the following provisions:
1. All Policies. Each insurance policy required by this Agreement
shall be endorsed and state the coverage shall not be suspended, voided, cancelled by
the insurer or either Party to this Agreement, reduced in coverage or in limits except
after 30 days' prior written notice by certified mail, return receipt requested, has been
given to City.
2. Commercial General Liability and Automobile Liability Coverages.
(1) City, and its respective elected and appointed officers,
officials, and employees and volunteers are to be covered as additional insureds as
respects: liability arising out of activities Service Provider performs; products and
completed operations of Service Provider; premises owned, occupied or used by
Service Provider; or automobiles owned, leased, hired or borrowed by Service Provider.
The coverage shall contain no special limitations on the scope of protection afforded to
City, and their respective elected and appointed officers, officials, or employees.
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C-2
(2) Service Provider's insurance shall apply separately to each
insured against whom claim is made or suit is brought, except with respect to the limits
of the insurer's liability.
(3) Requirements of specific coverage features or limits
contained in this Section are not intended as a limitation on coverage, limits or other
requirements, or a waiver of any coverage normally provided by any insurance. Specific
reference to a given coverage feature is for purposes of clarification only as it pertains
to a given issue and is not intended by any party or insured to be all inclusive, or to the
exclusion of other coverage, or a waiver of any type. If the Vendor maintains higher
limits than the minimums shown above, the Agency requires and shall be entitled to
coverage for the higher limits maintained by the Vendor. Any available insurance
proceeds in excess of the specified minimum limits of insurance and coverage shall be
available to the Agency.
(4) Coverage provided by the CONTRACTOR shall be primary
and any insurance or self-insurance or maintained by Agency shall not be required to
contribute to it. The limits of insurance required herein may be satisfied by a
combination of primary and umbrella or excess insurance. Any umbrella or excess
insurance shall contain or be endorsed to contain a provision that such coverage shall
also apply on a primary and non-contributory basis for the benefit of Agency before the
Agency's own insurance or self-insurance shall be called upon to protect is as a named
insured.
(5) Any failure to comply with the reporting or other provisions of
the insurance policies, including breaches of warranties, shall not affect coverage
provided to City, and its respective elected and appointed officers, officials, employees
or volunteers.
3. Workers' Compensation Coverage. Unless the City Manager
otherwise agrees in writing, the insurer shall agree to waive all rights of subrogation
against City, and its respective elected and appointed officers, officials, employees and
agents for losses arising from work performed by Service Provider.
C. Other Requirements. Service Provider agrees to deposit with City, at or
before the effective date of this Agreement, certificates of insurance necessary to satisfy
City that the insurance provisions of this contract have been complied with. The City
may require that Service Provider furnish City with copies of original endorsements
effecting coverage required by this Exhibit "C". The certificates and endorsements are
to be signed by a person authorized by that insurer to bind coverage on its behalf. City
reserves the right to inspect complete, certified copies of all required insurance policies,
at any time.
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C-3
1. Service Provider shall furnish certificates and endorsements from
each subcontractor identical to those Service Provider provides.
2. Any deductibles or self -insured retentions must be declared to and
approved by City. At the option of City, either the insurer shall reduce or eliminate such
deductibles or self -insured retentions as respects City or its respective elected or
appointed officers, officials, employees and volunteers or the Service Provider shall
procure a bond guaranteeing payment of losses and related investigations, claim
administration, defense expenses and claims.
3. The procuring of such required policy or policies of insurance shall
not be construed to limit Service Provider's liability hereunder nor to fulfill the
indemnification provisions and requirements of this Agreement.
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C-4
Federal Lobbying Certification Form
Certification of Contracts, Grants, Loans, and Cooperative Agreements
The undersigned certifies, to the best of his or her knowledge and belief, that:
• No federal appropriated funds have been paid or will be paid, by or on behalf of the
undersigned, to any person for influencing or attempting to influence an officer or employee
of any agency, a member of Congress, an officer or employee of Congress, or an employee of
a member of Congress in connection with the awarding of any federal contract, the making
of any federal grant, the making of any federal loan, the entering into any cooperative
agreement, and the extension, continuation, renewal, amendment, or modification of any
federal contract, grant, loan, or cooperative agreement.
• If any funds other than federal appropriated funds have been paid or will be paid to any
person for influencing or attempting to influence an officer or employee of any agency, a
member of Congress, an officer or employee of Congress, or an employee of a member of
Congress in connection with this federal contract, grant, loan, or cooperative agreement, the
undersigned shall complete and submit Standard Form-LLL, "Disclosure of Lobbying Actives,"
in accordance with its instructions.
• The undersigned shall require that the language of this certification be included in the award
documents for all sub -awards at all tiers (including subcontracts, sub -grants, and contracts
under grants, loans, and cooperative agreements) and that all sub -recipients shall certify and
disclose accordingly.
• This certification is a material representation of fact upon which reliance was placed when
this transaction was made or entered into. Submission of this certification is prerequisite for
making or entering into transaction imposed under Section 1352, Title 31, U.S. Code. Any
person who fails to file the required certification shall be subject to a civil penalty of not less
than $10,000 and not more than $100,000 for such failure.
Name of Firm.\.54414ra _ / 2 /1�l rod/4. A
Address: //(€&7 ///1-0/� feet/ /Tr. e/eno/a-% (1
State: r/`7- Zip Code: 7/ Phone No.:02 3�i� 7d -14-5-P
Authorized Official:
Name: Title:
Signature: Date:
COUNTY LOBBYIST CODE CHAPTER 2.160
COUNTY ORDINANCE NO. 93-0031
CERTIFICATION
Name of Firm:4,417.ln i/✓� /n%dr a/no Date: 6/2-3 ate/
Address: 4.757 �oCi�K f/'' a»/� j`-0 r l e/2A — /t /f
— -fps
a c�
State: M Zip Code: l /��� Phone No.:(6'o2(0' 9-8
Acting on behalf of the above named firm, as its Authorized Official, I make the following
Certification to the County of Los Angeles and the Community Development Commission, County
of Los Angeles.
1. It is understood that each person/entity/firm who applies for Community Development
Commission contract, and as part of that process, shall certify that they are familiar with the
requirements of the Los Angeles County Code Chapter 2.160 (Los Angeles County Ordinance
93-0031); and
2. That all persons/entities/firms acting on behalf of the above named firm have and will comply
with the County Code; and
3. That any person/entity/firm who seeks a contract with the Community Development
Commission shall be disqualified therefrom and denied the contract, and shall be liable in civil
action, if any lobbyist, lobbying firm, lobbyist employer or any other person or entity action
on behalf of the above named firm fails to comply with the provisions of the County Code.
This certification is a material representation of fact upon which reliance was placed when this
transaction was made or entered into. Submission of this certification is prerequisite for making
or entering into contract with the Los Angeles County and the Community Development
Commission, County of Los Angeles.
Authorized Official:
Name: Title:
Signature: Date:
REQUEST FOR PROPOSAL
COMMUNITY DEVELOPMENT BLOCK GRANT
HOUSING CONSULTANT SERVICES
Issue Date: May 27, 2021
Proposals Due: June 10, 2021, 4:00 p.m. PST
Send Proposals to: agulick@templecity.us
Or one (1) hard copy and one (1) digital copy (in PDF
format) can be mailed to:
City of Temple City
9701 Las Tunas Drive
Temple City, California 91780
Mark Envelope: PROPOSAL RFP Community Development Block
Grant Housing Consultant Services
Contact Person: Adam Gulick, Associate Planner
agulick@templecity.us
ATTACHMENT B
Temple City, RFP – CDBG Housing Consultant
Page 2 of 9
TABLE OF CONTENTS
INTRODUCTION 3
SCOPE OF SERVICES 3
NECESSARY QUALIFICATIONS 4
GENERAL CONDITIONS 5
SUBMITTAL REQUIREMENTS 7
EVALUATION AND SELECTION PROCESS 8
ATTACHMENTS
• ATTACHMENT 1 – SAMPLE SERVICES AGREEMENT
Temple City, RFP – CDBG Housing Consultant
Page 3 of 9
INTRODUCTION
The City of Temple City (City) is centrally located in the west San Gabriel Valley
approximately five miles southeast of Pasadena and 13 miles northeast of downtown
Los Angeles. The City is approximately 3.85 square miles and is surrounded by the
cities of Arcadia, San Gabriel, El Monte, Rosemead, and unincorporated portions of Los
Angeles County. The 2010 U.S. Census Bureau indicates that Temple City has a total
population of 35,558. Temple City is predominantly a residential community with over
10,000 residential parcels.
The City is requesting proposals from qualified contractor(s) to provide consultant
services for the City’s Community Development Block Grant (CDBG) housing
rehabilitation programs, and assist with various CDBG-related tasks with the Los
Angeles County Development Authority (LACDA).
SCOPE OF SERVICES
The City’s CDBG funds are administered by the LACDA. The funding amounts for Fiscal
Year (FY) 2021-2022 is anticipated to be $289,907 with an annual allocation of
approximately $204,907. The City has also been informed of an additional $194,001 of
Permanent Local Housing Allocation (PLHA) funds from LACDA for FY 2021-2022. The
City Council is interested in utilizing PLHA funds to establish a program focused on
assisting lower-income property owners with accessibility modifications to their single-
family home.
The consultant may be responsible for the daily activities of the City’s CDBG housing
rehabilitation programs. The City currently offers a Housing Rehabilitation Program that
includes a loan up to $35,000 and a grant up to $10,000. The City also offers an
Asbestos and Lead-Based Paint Testing and Abatement Grant for residents
participating in the Housing Rehabilitation Program. The City anticipates that both
programs will have a budget of approximately $265,000 for FY 2021-2022. The City
also offers a Youth Scholarship Program that assists low-income households by
covering a portion of the registration fees for recreation classes offered by the City’s
Parks and Recreation Department. The City anticipates that this program will have a
budget of $25,000 for FY 2021-2022. The selected consultant will not work on the Youth
Scholarship Program.
The ideal consultant must be familiar with the LACDA’s online system (i.e., entering
client and contractor information into the LACDA’s online system, obtaining
environmental clearance from the LACDA for each property, prepare quarterly
performance reports, prepare funding requests). The ideal consultant must also be
familiar with single-family residential construction improvements, preparing detailed
work write-ups, reviewing income documentation to qualify and approve applicants,
preparing residential construction contracts and agreements, preparing deeds of trusts,
and reviewing contractor invoices.
Temple City, RFP – CDBG Housing Consultant
Page 4 of 9
The consultant must ensure that the City’s CDBG programs comply with requirements
of the source(s) of the funds being used and any other legal requirements that may
apply, such as truth-in-lending and fair housing. The consultant must maintain the
utmost accuracy in documentation and filing system that meets or exceeds the
requirements of the funding source. The consultant must manage program workflow to
ensure the timely expenditure of funds and meet the City’s annual goals for the number
of housing rehabilitation completed. The consultant must provide monthly updates to the
Community Development Director relating to housing rehabilitation projects pending,
under construction, completed, etc.
The consultant may assist with preparing City Council staff reports relating to the City’s
CDBG programs and allocations. The consultant will also participate in any program
reviews or audits. The consultant may also be required to provide contract
administration, project management, and/or labor compliance for public works
construction projects.
SUPPLEMENTAL FUNDING SOURCES
The consultant may be required to assist in identifying and applying for additional
funding sources, such as grant funds to expand related housing services and/or create
new housing program(s) or service(s).
TERM OF CONTRACT
The term of the contract will be from July 1, 2021 through June 30, 2022. The City has
included an option to extend the contra ct up to four (4) additional years, in one-year
increments, based on the consultant’s performance and availability of funds.
NECESSARY QUALIFICATIONS
The City of Temple City seeks the following:
1. Experience. The selected contractor must have demonstrated relevant
experience in providing CDBG consultant services and proficiency with single-
family residential rehabilitation as described under the Scope of Services. The
contractor must also demonstrate that they have experience navigating the
LACDA online system. Substantiation must be provided regarding the nature of
services provided to the client cities or agencies. A comprehensive list of
references of cities served must be provided. Cite examples of qualifying housing
rehabilitation programs with dates, contact persons, and scope of work
performed. The submittal must clearly state the number and type of programs or
services performed.
Temple City, RFP – CDBG Housing Consultant
Page 5 of 9
2. Staff Qualifications. Staff assigned to complete the Scope of Services must
have relevant experience in providing the necessary services as described under
the Scope of Services. In particular, the Project Manager must have experience
with the LACDA’s online system. All personnel assigned to the work must
possess appropriate certifications or registrations as required b y State or Federal
agencies, if any.
3. Contact Person. The contractor will be required to identify the person who will
be the Project Manager and primary contact person. Other staff or sub-
contractors may be identified as the specialist in the specific areas or for specific
tasks. These individuals must, within reasonable limitations, be accessible to City
staff during business hours.
4. Organization and Staffing. Contractor must provide a description of the Project
Manager, other key staff and sub-contractors, if any, and their relationship with
City operations. The Contractor must provide resumes for all staff members and
sub-contractors, if any. Provide an Organization Table illustrating the staff
hierarchy and responsibilities as it would pertain to the scope of work in this
document.
GENERAL CONDITIONS
1. The City of Temple City will not be liable for any pre-contractual expenses
incurred by any consultant, nor will any firm include such expenses as part of the
proposed cost. Pre-contractual expenses include any expense incurred by a
qualification and negotiating any terms with the City.
2. The City reserves the right to withdraw this Request for Proposal (RFP) at any
time without prior notice and to reject any and all proposals submitted without
indicating any reasons. Any award of contract for services will be made to the
contractor best qualified and responsive in the opinion of the City.
3. Proposals may, at the City’s option, be rejected if they contain any alterations,
additions, conditional or alternatives, are incomplete, or contain erasures or
irregularities of any kind. The City reserves the right to reject any and all
proposals. The City expressly reserves the right to postpone submittal opening
for its own convenience and to reject any and all sub mittals responding to this
RFP.
4. The selected contractor must agree to indemnify, hold harmless and defend the
City, its officers, agents and assigns from any and a ll liability or loss resulting
from any suits, claims or actions brought against the City which result directly or
indirectly from the wrongful or negligent actions of the contractor in the
performance of the contract.
Temple City, RFP – CDBG Housing Consultant
Page 6 of 9
5. The selected contractor must provide insurance in the amount specified in the
attached agreement.
6. The selected contractor will be required to comply with all existing State and
Federal labor laws including those applicable to equal opportunity employment
provisions.
7. Contractor is required to have in full force and affect all licenses and permits
required by all applicable laws. Contractor must obtain a Temple City Business
License during the term of the contract.
8. Contractor must at all times conduct his/her services with the utmost respect to
the public. All employees of the Contractor must wear clean clothing in the
performance of their duties and equipment must be cleaned and maintained in a
safe operating manner. All equipment will be subject to inspection by the City at
any time. All personnel must wear appropriate safety gear at all times while
working in Temple City. Contractor must provide satisfactory warning devices
that meet the requirements of the California Occupational Safety and Health Act
(Cal-OSHA) for protection of workers when and where required at all times in the
performance of this contract.
9. Contractor, its agents, and employees must comply with all laws, ordinances,
rules and regulations of the Federal, State, the County of Los Angeles, the City of
Temple City and all governing bodies having jurisdiction applying to work done
under the agreement.
10. The City reserves the right to negotiate special requirements and proposed
service levels using the selected qualification as a basis. Compensation for
services will be negotiated with the selected firm.
11. The selected contractor cannot sublet any portion of the agreement with the City
without express written permission of the City Manager or his or designated
representative.
12. No discrimination can be made in the employment of persons because of the
race, color, or religion of such persons and every bidder in violation of this
section is subject to all penalties imposed for a violation of Chapter 1 of Part VII,
Division 2 of the Labor Code, in accordance with the provisions of Section 1753
thereof.
13. The City reserves the right to review and approve the qualifications of
subcontracting firms or persons. Substitutions, which are not approved, are
considered sufficient grounds for termination of contract.
Temple City, RFP – CDBG Housing Consultant
Page 7 of 9
14. The City, or any of its duly authorized representatives, must have access to and
the right to examine, audit, excerpt, copy or transcribe any pertinent transaction,
activity, time and work records, employment records or other records relating to
employment. Such material, including all pertinent cost accounting, financial
records and proprietary data, will be kept and maintained by the firm for a period
of at least five (5) years after completion of a contractor’s performance unless the
City’s written permission is given to dispose of same prior to that time.
15. All responses to this RFP will become the property of the City of Temple City and
will be retained or disposed of accordingly.
16. No amendments, additions, or alternates will be accepted after the submission
date and time.
17. All documents, records, designs, and specification s developed by the selected
contractor in the course of providing services for the City of Temple City will be
the property of the City. Anything considered to be proprietary should be so
designated by the firm.
18. Acceptance by the City of any proposal submitted pursuant to this RFP will not
constitute any implied intent to enter into a contract for services.
19. The City reserves the right to issue written notice to all participating contractors
of any change in the RFP submission schedule should the City determine, in its
sole discretion, that such changes are necessary.
20. The consultant must be eligible to enter into a federally-funded contract though
verification of the Excluded Parties List System accessible through
www.sam.gov.
SUBMITTAL REQUIREMENTS
1. The submittal should be typed and as brief as possible while adequatel y
describing the qualifications of the contractor.
2. All hard copy proposals are to be submitted in a sealed package, clearly marked
with the firm’s name, address and phone number, and the words “RFP – CDBG
Consultant Services”. Only one submittal per contractor will be considered.
3. The proposing contractor must submit the following information with the package,
including the same information on subcontractors, in the following format:
Temple City, RFP – CDBG Housing Consultant
Page 8 of 9
a. Cover Letter. Cover letter should not exceed three pages. The cover letter
must provide an executive summary of the proposal. The cover letter should
include the name, address and phone number of the firm, the primary
contact’s name, email address and phone number, an executive summary of
the proposal including qualifying statements or comments regarding the
submittal and identification of any sub-contractors and their responsibilities.
The signed letter should also include a paragraph stating that the firm is
unaware of any conflict of interest in performing the proposed work.
b. Relevant Experience. This portion should include a description of the
qualifications of the assigned staff and sub-contractors, pertinent LACDA
online system experience, relevant single-family rehabilitation program
experience, and the availability of the staff for the services provided. A list of
related projects should be included with the name of the contact person,
email address and the telephone number for which the contractor has
recently or currently provides services as outlined under the Scop e of Work.
A comprehensive list of references of at least three cities served must be
provided.
c. Approach and Schedule. Provide your service approach and estimated
timeframe for completing a home improvement loan project and a
handyworker grant project.
d. Costs. Contractor must submit a proposal that includes the proposed fee,
including hours, hourly rates for various tasks, and any direct expenses that
will be charged to the City. A clause will be included in the Service
Agreement specifying that the hourly rates may increase each fiscal year by
the lesser of three (3) percent or the Consumer Price Index for the Los
Angeles-Riverside-Orange County areas.
e. Acceptance of Conditions. This section will be a statement offering the
contractor’s acceptance of all conditions listed in the RFP document. Any
exceptions or suggested changes to the RFP, or any contractual obligations,
including the suggested change, the reasons therefore and the impact it may
have on cost or other considerations on the contractor’s behalf must be stated
in the submittal. Unless specifically noted by the contractor, the City will
assume that the proposal is in compliance with all aspects of the RFP.
Temple City, RFP – CDBG Housing Consultant
Page 9 of 9
EVALUATION AND SELECTION PROCESS
Selection will follow these steps:
1.Proposal Review: Each proposal will be reviewed to determine if it meets the
RFP requirements. Failure to meet the requirements of the RFP will be cause for
rejection. Proposals will be evaluated on the following items:
•LACDA CDBG Experience
•Single-Family Rehabilitation Experience
•Approach and Schedule
•Consultant Experience and Staffing Capacity
•Overall Strength of Proposal
2.Interview: A list of most qualified contractors may be interviewed by an oral
board in June or July.
3.Services Agreement: The City Manager will request a services agreement
subject to negotiation of a specified work program or scope of services, terms of
payment and other City requirements from the contractor found most qualified.
Nothing in this RFP should imply a contractual obligation for employment.
4.Contract Approval and Execution: It is anticipated that the agreement will be
presented to the City Council for approval in June and execution by the City
Manager.
Please submit one (1) digital copy in PDF format of the proposal no later than 4:00
p.m. on June 10, 2021 to agulick@templecity.us, or you can mail one (1) hard copy
and one (1) digital copy in PDF format to the address below:
City of Temple City
Attn: RFP - CDBG Housing Consultant
9701 Las Tunas Drive
Temple City, CA 91780
If you have any questions regarding this RFP, please contact Adam Gulick at
agulick@templecity.us
Postmarks will not be accepted.
ATTACHMENT C
Page 1 of 7
COMPANY INFORMATION
The principal of the firm is Sandra Medrano who owns and operates consulting services for
housing rehabilitation programs funded with Community Development Block Grant (CDBG).
Ms. Medrano has provided consulting services to cities since 1996. The firm is located at 16757
Rocky Knoll Road, Hacienda Heights, California, 91745. The firm is a sole proprietorship.
Ms. Medrano monitors the overall operation of the Home Improvement Program, Housing
Rehabilitation Program, Handyworker Program, and Paint Program for various client cities, and
assists City staff assigned to implement the housing programs. She has experience in the
processing of grants, and deferred loans to eligible homeowners; review and processing of
contractor payment requests; review of rehabilitation work write-ups; ensuring that Historical
Preservation Review and Lead-Based Paint requirements are met, keeping financial
documentation on the disbursement of CDBG funds, preparing Loan Documents including
Promissory Notes and Deeds of Trusts for annual audit and review purposes; and maintaining
documentation required for compliance for all applicable U.S. Department of Housing and
Urban Development regulations and updating and maintaining the LACDA CDBG website.
Sandra Medrano will serve as the lead consultant and project manager for administration of the
City of Temple City’s Home Improvement Program, and Permanent Local Housing Allocation
Program (PLHA). Theresa Dobbs will be the associate and has provided consulting services to
cities and other agencies since 1990. We have combined experience of over 40 years
administering similar programs throughout Southern California. Attached to this proposal are
their resumes with specific qualifications.
• Sandra Medrano, Principal – Primary person in charge of overall administration as well
as day–to-day operations of the Home Improvement Program.
• Theresa Dobbs, Associate –Will assist on an as needed basis for the Home Improvement
Program
Not only do we have extensive experience in housing rehabilitation and paint programs, but we
also provide cities with professional services in a cost-effective manner. Our consulting team has
an established and well-regarded reputation, and we are committed to providing outstanding
client service to your city’s residents with a professional and caring approach. We believe that
all residents should be treated with respect regardless of their income status or situation.
Our firm also provides continuity to your City’s residents. The same p rogram representatives
interact with the applicants from their initial inquiry, the application process, project construction
and all the way through to the final payment process. We will schedule meeting for residents at
City Hall and at their residence for their convenience.
Page 2 of 7
CONCEPTUAL PLAN
Upon selection and award of contract by the City, we will provide the following services to the
City of Temple City, including, but not limited to:
• Continue to ensure that the City’s existing rehabilitation guidelines are being followed
and the on-going operations of the City’s Housing Rehabilitation and Permanent Local
Housing Allocation Programs (PLHA) are being provided with excellent client service.
• Review list of all interested rehabilitation program participants to determine need and
eligibility.
• Continue with rehabilitation work in progress to ensure that the repairs are completed,
and contractors are paid.
SCOPE OF WORK
Our firm will provide the following services for the administration and implementation of the
Housing Rehabilitation Program. All work to be done in accordance with the rules and
regulations of the City of Temple City.
• Provide information, answer questions, offer assistance and technical services to the
residents in a timely and courteous manner for the Housing Rehabilitation and
Permanent Local Housing Allocation (PLHA) Programs.
• Ensure CDBG programs comply with all legal requirements that may apply,
including truths in lending and fair credit.
• Review applications to determine financial and eligibility status; obtain and evaluate
applicant’s credit worthiness and property indebtedness; and ensure title issues are in
order.
• Order necessary records through title companies and/or escrow companies, and any
other documents required to obtain all necessary information in order to provide a
complete applicant package.
• Order Lead Screening, Asbestos Testing Inspection and Clearance from City
approved Lead and Asbestos contractor.
• Conduct property inspections before, during as necessary, and after construction;
provide photos of before and after work, prepare work write-ups and cost estimates;
and verify eligibility of work items.
• Review and evaluate bid responses submitted by contractors; ensure contractor meets
all necessary requirements for the City of Temple City and CDBG Program; conduct
pre-construction meetings with all parties as required.
• Enter homeowner and contractor information, obtaining environmental clearance,
historical preservation, and lead based paint status through the LACDA online
system, and other requirements as required by the LACDA.
• Prepare and ensure the following forms are completed and executed properly
including, but not limited to: Note Secured by Deed of Trust, Notice of Right to
Page 3 of 7
Cancel, Deed of Trust, Truth in Lending Disclosure, Prime Construction Contract,
Three Party Agreement/Disclaimers, and Fair Lending. Any other forms and
documents that the City of Temple City may require in the future for proper
administration.
● Coordinate loan/escrow account, issue notice to proceeds to contractors when contract
is fully executed and loan has recorded, monitor and inspect progress of rehabilitation
projects; obtain homeowner and city authorization of progress payments; obtain lien
releases from contractors, conduct final inspections in conjunction with Building
Department (as necessary); obtain copy of final City building permits; process Notice
of Completions, and review and pay contractor’s invoice in accordance with City
regulations.
● Review each permanent rehabilitation file so that all documentation required for
LACDA monitoring and auditing purposes is in accordance with regulations.
● Provide reports as necessary to comply with CDBG requirements and for the City of
Temple City as requested, such as monthly updates related to housing rehabilitation
program. This also includes preparing City Council and staff requests for information
and data.
● Administer the City’s Permanent Local Housing Allocation (PLHA) Program in
compliance with regulations and perform all duties necessary to implement Program,
including all items mentioned above.
● Provide contract administration, project management, and compliance for public
works projects directly related to the fulfillment of the City of Temple CDBG
program.
● Provide any other tasks as requested.
SERVICE APPROACH
Ms. Medrano will manage and administrate all aspects of the City’s CDBG funded Home
Improvement Program and Permanent Local Housing Allocation Program (PLHA) administrated
by the LACDA. Included in managing these programs is the input of homeowner and contractor
information to be reviewed and cleared by the LACDA Environmental Service Unit on the
LACDA online system, providing the City with reports, and communicating with the City in a
clear and concise manner in accordance with their requests.
• Interview applicants, acquire, qualify, and confirm homeowner’s personal information
resulting in compliance with eligibility guidelines
• Process eligible homeowners for the Home Improvement Program and determine what
loan or grant they qualify
• Obtain and document income verification, title report, property value, and evaluate risk to
City for future payoff of loan
• Meet with homeowner, inspect property, identify code violations, prepare work write up
and cost estimates, document pre-work condition on property, provide homeowner with
EPA Lead Based Paint and Asbestos handouts, and City forms
Page 4 of 7
• Log on and enter homeowner’s information and housing rehabilitation work to the
LACDA online system to receive Environmental clearance and Historical Preservation
Review
• Obtain contractors bid, prepare bid review, and review bids with homeowner to select
contractor
• Obtain contractor’s liability insurance, license and bond through the CA State
Contractor’s License Board, and clearance from SAM.gov
• Prepare and execute necessary City financial and construction documents for homeowner
and contractor, review proposed work to allow homeowner and contractor to clarify
contract
• Schedule progress inspections, communicate with homeowner and contractor to ensure
project is proceeding in a timely manner
• Acquire payment requests, homeowner’s authorization for payment, lien releases, copy of
final building permit. Prepare and have homeowner sign Notice of Completion during
final inspection
• Ensure file is complete with required documentation, meets City and LACDA monitoring
and auditing requirements, close out file with LACDA
• Prepare monthly progress and data reports to the City needed for Quarterly Performance
Reports to LACDA
• Participate with staff in all program’s promotional opportunities
SCHEDULE
The timeframe for completing a home improvement loan and a handyworker grant project varies
with each project depending on the homeowner, contractor, and extent of the project. In some cases
homeowners have a difficult time submitting paperwork or making decisions which can delay the
construction process. The typical timeframe is six (6) months for a HIP loan/handyworker grant
($45,000.00 total funds) and four (4) months for a handyworker grant ($10,000.00 total funds). It
also should be noted that when a project tests positive for lead and asbestos, the remediation and
clearance will add to this timeframe, but with diligence, HIP projects will be completed in a timely
manner.
FEES FOR SERVICES
Sandra Medrano will provide services in an amount not to exceed the 20% cap for housing
rehabilitation administrative costs. It is estimated that consultant will work approximately 10-15
hours per week, depending on need. We are prepared to provide Housing Rehabilitation services
at the following hourly rates:
Page 5 of 7
• Sandra Medrano, Principal $80.00 per hour
• Theresa Dobbs, Associate $75.00 per hour
This rate is inclusive of all normal business overhead and out of pocket expenses. The above
personnel resumes are attached to this proposal.
ACCEPTANCE OF CONDITIONS
I acceptance all conditions of this RFP and this proposal is in compliance with the RFP.
REFERENCES
City of Mission Viejo Elaine Lister (949) 470-3053
December 2000 to Present elister@cityofmissionviejo.org
Community Development Director
Theresa Dobbs and Sandi Medrano provide all services required for the implementation of the
City’s housing rehabilitation program.
City of Lake Forest Ron Santos (949) 461-3400
October 1998 to Present rsantos@lakeforestca.gov
Senior Planner
Theresa Dobbs provides all services required for the implementation of the City’s housing
rehabilitation program. Sandi Medrano is consulting on an as needed basis.
City of Lake Forest Elaine Nagano (949) 533-7772
February 2005 to March 2020 Suburbanswan@aol.com
Housing Manager
Sandi Medrano provided all services required for the implementation of the City’s Paint
Program. Elaine Nagano has since retired but was the direct manager for the Paint Program.
City of San Clemente Cecilia Gallardo-Daly (949) 361-1208
August 2016 to Present Gallardo-Dalyc@san-clemente.org
Community Development Director
Theresa Dobbs provides all services required for the implementation of the City’s housing
rehabilitation program.
Page 6 of 7
Sandra Medrano
Housing Rehabilitation Specialist
PROFESSIONAL SUMMARY
Experienced housing rehabilitation specialist with 24 years of professional experience in utilizing
Community Development Block Grant (CDBG) funds throughout Southern California.
EXPERIENCE
Housing Rehabilitation Consultant
City of Temple City-CDBG, EECBG, Abestos & LBP Grant, CDBG-R 4-2012 to present
City of Lake Forest--CDBG Paint Program 2-2005 to present
City of Mission Viejo-- CDBG Loans & Grants, Paint Program 12-2000 to present
City of Pico Rivera—CDBG Grant Program 11-2010 to 7-2011
City of Artesia--City Grants & HOME Loans 12-2005 to 6-2009
City of Bell Gardens--City Redevelopment Loans and Grants 7-2008 to 6-2010
City of Irwindale--City Redevelopment Loans 1-2003 to 11-2008
City of La Mirada—City Redevelopment Loans & Grants 4-2004 to 8-2007
City of Baldwin Park--City Redevelopment Loans and Grants 10-2002 to 4-2003
City of La Puente--CDBG Loans & Grants 6-1996 to 2-1999
Responsible for representing each city to their residents in every area of the administration of Community
Development Block Grant (CDBG), CDA, and HOME funds to low-income city residents
▪ Interview perspective applicants for loan and grant programs, acquire, qualify, and confirm
homeowner’s personal information resulting in 100% compliance with all HUD, CDA, and/or city
eligibility guidelines
▪ Responsible to perform and document on-site inspections to ensure eligibility, correct building code,
and health and safety violations
▪ Plan specific coordinated strategy with homeowner and contractor to ensure suitability of rehabilitative
actions taken by homeowners
▪ Provide Loan Committee with all documentation required for program completion and compliance
▪ Oversee all state mandated testing for safety and environmental compliance as agent of the city
▪ Consult with individual homeowners with selection of appropriate contractor, also ensuring each
contractor is in compliance with all applicable state and city requirements
▪ Minimize city risk and exposure by mediating and negotiating between homeowner and contractor in
all disputes
▪ Coordinate and supervise project during construction preparing all paperwork required for completion
and payment of contractors after the work has been documented with a visual record of before and after
results
▪ Ensure city compliance with HUD guidelines with proper maintenance of records, homeowner’s files,
and reports. Maintain and update LACDA online system
EDUCATION
CALIFORNIA STATE UNIVERSITY, LOS ANGELES
M.A., Industrial Psychology (Human Resources)
UNIVERSITY OF CALIFORNIA, LOS ANGELES
B.A., Sociology
B.A., Psychology
Page 7 of 7
Resume for
Theresa A. Dobbs
Experience
Consultant – Housing Rehabilitation Programs
City of San Clemente September 2016 to present
City of Mission Viejo October 2000 to Present
City of Lake Forest October 1998 to Present
City of La Puente July 1996 to June 1999
City of El Segundo July 1993 to June 1996
Responsibilities and experience include the development and implementation of Housing
Rehabilitation and Paint Programs; review of grants, loans and/or rebates for eligible
participants; provide rehabilitation technical assistance to property owners; preparation of
work write-ups and cost estimates; conduct property inspections; submit loan applications
to loan committee for review; process payment requests for contractors; liaison between
the city and escrow company; process payoffs and preparation of monthly reports to City
Council on program performance, and all required reports to HUD, H ousing Authorities,
and/or L. A. County Community Development Commission.
Consultant – Various Cities and Agencies June 1990 to Present
Responsibilities include preparation of applications for economic/community development
grants; developing guidelines and procedures for commercial and residential
rehabilitation programs; preparation of CDBG and redevelopment studies;
implementation of day-to-day operation of commercial and residential rehabilitation
programs; compliance with all applicable U.S. Department of Housing and Urban
Development (HUD) requirements (i.e. Davis-Bacon labor compliance, lead based paint
review, environmental review etc.) and provide technical assistance to the general public.
Education
Bachelor of Science – Public Administration
Biola University