HomeMy WebLinkAboutMISSION VIEJO, CITY OF (2) A-2024-096-14
INSURANCE NOT REQUIRED
WORK MAY PROCEED
CITY CLERK
DATE: SEP 0 6 2024 MEMORANDUM OF UNDERSTANDING AND
PAYMENT AGREEMENT BETWEEN THE CITY OF
p, cbACe) MISSION VIEJO AND THE CITY OF SANTA
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ANA
THIS MEMORANDUM OF UNDERSTANDING AND PAYMENT AGREEMENT ("Agreement") is
made on this 1 day of August, 2024, ("Effective Date") by and between The City
of Mission Viejo ("Payor") and the City of Santa Ana, a charter city and municipal corporation
organized and existing under the Constitution and laws of the State of California ("City").
RECITALS
A. The City and Payor desire to jointly engage MDG Associates, Inc. ("Consultant") to provide a
Regional Assessment of Fair Housing Plan in accordance with current U.S. Department of
Housing and Urban Development (HUD) guidelines, for the years of 2025 to 2029
("Project"). A copy of the August 1, 2024, Agreement with Consultant describing the
"Scope of Work"to be performed for the City and Payor is attached as Exhibit A to this
Agreement, and incorporated herein by reference, once fully executed.
B. Besides City, the Project shall serve to benefit the following California cities and county,
each of whom shall reimburse City for City's direct payment to Consultant, according to the
terms contained herein: Aliso Viejo, Anaheim, Buena Park, Costa Mesa, Fountain Valley,
Fullerton, Garden Grove, Huntington Beach, Irvine, Laguna Niguel, La Habra, Lake Forest,
Mission Viejo, Newport Beach, Orange, Rancho Santa Margarita, San Clemente, Santa
Ana, Tustin, Westminster, and County of Orange (jurisdictions include: Brea, Cypress, Dana
Point, Laguna Beach, Laguna Hills, Laguna Woods, La Palma, Los Alamitos, Placentia, San
Juan Capistrano, Seal Beach, Stanton, Villa Park, Yorba Linda, and all unincorporated
areas of the County).
C. City shall make direct payments to Consultant upon the Payor's behalf, based upon Payor's
respective State of California Department of Finance 2024 Population Estimate, as more
specifically described in Exhibit B to this Agreement, and incorporated herein by reference.
NOW, THEREFORE, in consideration of the foregoing and the promises contained herein,
the City and Payor mutually agree as follows:
1. TERM
1.1 The term of this Agreement shall commence on the Effective Date and shall terminate
on July 30, 2025 unless terminated earlier or extended by written amendment to this
Agreement.
1.2 The Project shall take place from August 1, 2024 to July 30, 2025 ("Project Period"),
unless extended or reduced by City.
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2. COMPENSATION TO CITY
2.1 Payor hereby agrees to their 2024 population estimate and respective payment to City
of a percentage of the total cost of Consultant's Services based thereon, as indicated on Exhibit
B and incorporated herein by reference.
2.2 Payor shall make a single payment of Four thousand eight hundred thirty-eight
dollars and fifty-three cents ($4,838.53) to City by no later than September 20, 2024.
2.3 The City will make payments directly to the Consultant upon successful completion of
the "Scope of Work" as described in Exhibit A and based upon the following schedule:
1. $20,050 will be paid upon completion of Milestone 1: Completion of Data
Collection Phase.
2. $33,020.00 will be paid upon completion of Milestone 2: Completion of Data
Assessment& Regulatory Review.
3. $26,628 will be paid upon completion of Milestone 3: Completion of Outreach
and Input Process.
4. $24,008 will be paid upon completion of Milestone 4: Completion of Community
Forums/Public Meetings.
5. $35,242 will be paid upon completion of Milestone 5: Submittal of Draft AFH & 5-
Year Housing Plan.
6. $20,934 will be paid upon completion of Milestone 6: Submittal of Final AFH & 5-
Year Fair Housing Plan.
3. CONTRACT ADMINISTRATION
Unless otherwise designated in writing, City's Housing Programs Coordinator, David Flores,
shall serve as the City's Project Administrator for the payments made under this Agreement. All
activities performed under this Agreement shall be coordinated with this person or his/her
designee.
4. STANDARD PROVISIONS
4.1 Recitals. City and Payor acknowledge that the above Recitals are true and correct
and are hereby incorporated by reference into this Agreement.
4.2 Compliance with all Laws. Payor shall, at its own cost and expense, comply with all
statutes, ordinances, regulations and requirements of all governmental entities, including
federal, state, county or municipal, whether now in force or hereinafter enacted.
4.3 Integrated Contract. This Agreement represents the full and complete understanding
of every kind or nature whatsoever between the parties hereto, and all preliminary negotiations
and agreements of whatsoever kind or nature are merged herein. No verbal agreement or
implied covenant shall be held to vary the provisions herein.
4.4 Interpretation. The terms of this Agreement shall be construed in accordance with the
meaning of the language used and shall not be construed for or against either party by reason
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of the authorship of the Agreement or any other rule of construction which might otherwise
apply.
4.5 Amendments. This agreement may be modified or amended only by a written
document executed by both Payor and City and approved as to form by the City Attorney.
4.6 Severability. If any term or portion of this Agreement is held to be invalid, illegal, or
otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this
Agreement shall continue in full force and effect.
4.7 Controlling Law and Venue. The laws of the State of California shall govern this
Agreement and all matters relating to it and any action brought relating to this Agreement shall
be adjudicated in a court of competent jurisdiction in the County of Orange, State of California.
4.8 No Attorneys' Fees. In the event of any dispute or legal action arising under this
Agreement, the prevailing party shall not be entitled to attorneys' fees.
4.9 Counterparts. This Agreement may be executed in two (2) or more counterparts,
each of which shall be deemed an original and all of which together shall constitute one (1) and
the same instrument.
[signatures on following page]
Page 3 of 4
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year
first above written.
ATTEST: CITY OF SANTA ANA
mitt l f
TA;".
''n`ifer Li. all :;. A varo Nunez
City Clerk "°" City Manager
APPROVED A TO FORM:
SONIA R. CARVALHO RECOMMENDED FOR APPROVAL:
City Attorney
By:4
Andrea Garcia-Miller Michael L. Garcia
Assistant City Attorney Executive Director
Community Development Agency
PAYOR:
Na e;IJ ife L we
Ti leiAc 'ng ommunity Development Director
Page 4 of 4
EXHIBIT A
AGREEMENT FOR 2025-2029 REGIONAL ASSESSMENT OF FAIR HOUSING PLAN
BETWEEN MDG ASSOCIATES,INC.AND
CITY OF SANTA ANA
THIS AGREEMENT is made and entered into on this 1st day of August, 2024 by and between
MDG Associates, Inc., ("Consultant"), and the City of Santa Ana, a charter city and municipal
corporation organized and existing under the Constitution and laws of the State of California
("City").
RECITALS
A. On March 11, 2024,the City issued Request for Proposal No. 24-036A("RFP"), by which
it sought qualified consultants to provide special skill and knowledge in the field of
conducting a thorough examination of the Regional Assessment of Fair Housing Plan in
accordance with current U.S. Department of Housing and Urban Development (HUD)
guidelines, for the years 2025 to 2029. The RFP shall be incorporated by reference as
though attached hereto in full.
B. Consultant submitted a timely and responsive proposal that was selected by the City.
Consultant represents that Consultant is able and willing to provide such services to the
City as described in the scope of work that was included in the RFP.
C. In undertaking the performance of this Agreement, Consultant represents that it is
knowledgeable in its field and that any services performed by Consultant under this
Agreement will be performed in compliance with such standards as may reasonably be
expected from a professional consulting firm in the field.
NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the
terms and conditions hereinafter set forth, the parties agree as follows:
1. SCOPE OF SERVICES
Consultant shall perform during the term of this Agreement, the tasks and obligations
including all labor, materials, tools, equipment, and incidental customary work required to fully
and adequately complete the services described and set forth in Scope of Services - Exhibit A,
attached hereto and incorporated by reference.
Consultant shall comply with all federal requirements detailed in the City's RFP also
attached hereto as Federal Requirements-Exhibit B.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its services for
City, the rates and charges identified in Compensation-Exhibit C. The total amount
to be expended during the term of this Agreement shall not exceed$159,882.
b. Payment by City shall be made within forty-five (45) days following receipt of proper
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invoice evidencing work performed, subject to City accounting procedures. City and
Consultant agree that all payments due and owing under this Agreement shall be made
through Automated Clearing House(ACH)transfers. Consultant agrees to execute the
City's standard ACH Vendor Payment Authorization and provide required
documentation. Upon verification of the data provided, the City will be authorized to
deposit payments directly into Consultant's account(s) with financial institutions.
Payment need not be made for work which fails to meet the standards of performance
set forth in the Recitals which may reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above and terminate on July 30,
2025, unless terminated earlier in accordance with Section 15, below.
4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an
independent Contractor and not an employee of the City. This Agreement is not intended nor shall
it be construed to create an employer-employee relationship, a joint venture relationship, or to
allow the City to exercise discretion or control over the professional manner in which Consultant
performs the services which are the subject matter of this Agreement; however, the services to be
provided by Consultant shall be provided in a manner consistent with all applicable standards and
regulations governing such services.Consultant shall pay all salaries and wages, employer's social
security taxes, unemployment insurance and similar taxes relating to employees and shall be
responsible for all applicable withholding taxes.
5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use,
modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property
embodied in plans, specifications, studies, drawings, estimates, and other documents or works of
authorship fixed in any tangible medium of expression, including but not limited to, physical
drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or
caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant
shall require all subcontractors to agree in writing that City is granted a non-exclusive and
perpetual license for any Documents & Data the subcontractor prepares under this Agreement.
Consultant represents and warrants that Consultant has the legal right to license any and all
Documents & Data. Consultant makes no such representation and warranty in regard to
Documents & Data which were provided to Consultant by the City. City shall not be limited in
any way in its use of the Documents and Data at any time, provided that any such use not within
the purposes intended by this Agreement shall be at City's sole risk.
6. INSURANCE
Consultant shall procure and maintain for the duration of the contract insurance against
claims for injuries to persons or damages to property which may arise from or in connection with
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the performance of the work hereunder and the results of that work by the Consultant, his agents,
representatives, employees or subcontractors.
MINIMUM SCOPE OF INSURANCE
Consultant shall maintain limits of insurance coverage in the following minimum amounts
and shall be at least as broad as:
1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01
covering CGL on an "occurrence" basis, including products and completed operations,
property damage, bodily injury and personal & advertising injury with limits no less than
$1,000,000 per occurrence and$2,000,000 aggregate.
2. Automobile Liability: Insurance Services Office Form Number CA 00 01 covering any
auto (Code I)with combined single limits of$1,000,000.
3. Workers' Compensation: as required by the State of California, with Statutory Limits,
and Employer's Liability Insurance with limit of no less than$1,000,000 per accident,per
employee,per policy for bodily injury or disease.
If the Consultant maintains broader coverage and/or higher limits than the minimums shown
above, the City requires and shall be entitled to the broader coverage and/or higher limits
maintained by the Consultant. Any available insurance proceeds in excess of the specified
minimum limits of insurance and coverage shall be available to the City.
Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain,the following provisions:
1. CGL and AL policies: City of Santa Ana, its City Council, its officers, officials,
employees, agents, and volunteers are to be covered as additional insureds with respect
to liability arising out of work or operations performed by or on behalf of the Consultant
including materials,parts, equipment, and personnel furnished in connection with such
work or operations.
2. All required insurance policies: Insurance company(ies) agrees to waive all rights of
subrogation against City, its City Council, its officers, officials, employees, agents, and
volunteers for losses paid under the terms of any policy which arise from work performed
by Consultant for City.
3.All required insurance policies: For any claims related to this contract, Permittee's
insurance coverage shall be primary and any insurance maintained by City, its City
Council, its officers, officials, employees, agents, or volunteers shall not contribute with
it.
4. All required insurance policies: A severability of interest provision must apply for all the
additional insureds, ensuring that Consultant's insurance shall apply separately to each
insured against whom a claim is made or suit is brought, except with respect to the
insurer's limits of liability.
5. Each insurance policy required herein shall provide that coverage shall not be canceled,
suspended, voided, reduced in coverage or in limits,non-renewed by the carrier, or
materially changed except after thirty(30) days prior written notice has been given to
City. Ten(10) days prior written shall be provided to City for policy cancellation or nonrenewal
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due to non-payment.
6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana,
20 Civic Center Plaza, Santa Ana,CA 92701. The name and location of event should be
included in the Description of Operations section of each certificate.
Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the
Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses
and related investigations, claim administration, and defense expenses within the retention.
Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current
A.M. Best's rating of no less than A:VII, unless otherwise acceptable to the City.
Verification of Coverage
Consultant shall furnish the City with original certificates of insurance including all required
amendatory endorsements(or copies of the applicable policy language effecting coverage required
by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all
policy endorsements to the City before work begins. However, failure to obtain the required
documents prior to the work beginning shall not waive the Consultant's obligation to provide them.
The City reserves the right to require complete, certified copies of all required insurance policies,
including endorsements required by these specifications, at any time.
Claims Made Policies
If any of the required policies provide claims-made coverage:
1. The Retroactive Date must be shown, and must be before the date of the contract or the
beginning of contract work.
2. Insurance must be maintained and evidence of insurance must be provided for at least three (3)
years after completion of the contract of work.
3. If coverage is canceled or non-renewed,and not replaced with another claims-made policy form
with a Retroactive Date prior to the contract effective date, the Consultant must purchase
"extended reporting" coverage for a minimum of three(3) years after completion of work.
Subcontractors
Consultant shall require and verify that all sub-contractors maintain insurance meeting
all the requirements stated herein, and Consultant shall ensure that City is an
additional insured on insurance required from sub-contractors.
Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the
risk, prior experience, insurer, coverage, or other special circumstances.
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7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers,
agents, employees,contractors, special counsel, and representatives from liability: (1) for personal
injury, damages,just compensation, restitution,judicial or equitable relief arising out of claims for
personal injury, including death, and claims for property damage, which may arise from the
negligent operations of the Consultant, its subcontractors, agents, employees, or other persons
acting on its behalf which relates to the services described in section 1 of this Agreement; and (2)
from any claim that personal injury, damages,just compensation, restitution,judicial or equitable
relief is due by reason of the terms of or effects arising from this Agreement. This indemnity and
hold harmless agreement applies to all claims for damages,just compensation, restitution,judicial
or equitable relief suffered, or alleged to have been suffered,by reason of the events referred to in
this Section or by reason of the terms of, or effects, arising from this Agreement. The Consultant
further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including
fees and costs for special counsel to be selected by the City, regarding any action by a third party
challenging the validity of this Agreement, or asserting that personal injury, damages, just
compensation, restitution,judicial or equitable relief due to personal or property rights arises by
reason of the terms of, or effects arising from this Agreement. City may make all reasonable
decisions with respect to its representation in any legal proceeding.Notwithstanding the foregoing,
to the extent Consultant's services are subject to Civil Code Section 2782.8, the above indemnity
shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise out of,
pertain to, or relate to the negligence,recklessness, or willful misconduct of the Consultant.
8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend and indemnify the City, its officers, agents, representatives, and
employees against any and all liability, including costs, for infringement of any United States'
letters patent,trademark,or copyright infringement, including costs,contained in the work product
or documents provided by Consultant to the City pursuant to this Agreement.
9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed
under this Agreement. Consultant shall maintain complete and accurate records with respect to
the costs incurred under this Agreement and any services, expenditures, and disbursements
charged to the City for a minimum period of three (3) years, or for any longer period required by
law, from the date of final payment to Consultant under this Agreement. All such records and
invoices shall be clearly identifiable. Consultant shall allow a representative of the City to
examine, audit, and make transcripts or copies of such records and any other documents created
pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all
work, data, documents, proceedings, and activities related to this Agreement for a period of three
(3) years from the date of final payment to Consultant under this Agreement.
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10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such
information is reasonably understood to be confidential and/or proprietary, Consultant agrees that
it shall not use or disclose such information except in the performance of this Agreement, and
further agrees to exercise the same degree of care it uses to protect its own information of like
importance, but in no event less than reasonable care. "Confidential Information" shall include all
nonpublic information. Confidential information includes not only written information, but also
information transferred orally, visually, electronically, or by other means. Confidential
information disclosed to either party by any subsidiary and/or agent of the other party is covered
by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any
information that(a) has been disclosed in publicly available sources; (b) is,through no fault of the
Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant
without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or(e)
is independently developed by the Consultant without reference to information disclosed by the
City.
11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interests and shall not have interests, direct
or indirect, which would conflict in any manner with performance of services specified under this
Agreement.
12. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color,creed, religion,sex,marital status,
sexual orientation, gender identity, gender expression, gender, medical conditions, genetic
information, or military and veteran status, age, national origin, ancestry, or disability, as defined
and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization,
promotion, termination or other employment related activities or any services provided under this
Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all
applicable federal, state and local laws and regulations.
13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and
Consultant, and supersedes any and all other agreements, oral or written, between the parties. In
the event of a conflict between the terms of this Agreement and any attachments hereto, the terms
of this Agreement shall prevail. This Agreement may not be modified except by written instrument
signed by the City and by an authorized representative of Consultant. The parties agree that any
terms or conditions of any purchase order or other instrument that are inconsistent with, or in
addition to,the terms and conditions hereof,shall not bind or obligate Consultant or the City. Each
party to this Agreement acknowledges that no representations, inducements, promises or
agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any
party, which is not embodied herein.
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14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant,
Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior
written consent of the City and any such assignment, transfer, delegation or subcontract without
the City's prior written consent shall be considered null and void. Nothing in this Agreement shall
be construed to limit the City's ability to have any of the services which are the subject to this
Agreement performed by City personnel or by other Consultants retained by City.
15. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of
termination. In such event,Consultant shall be entitled to receive and the City shall pay Consultant
compensation for all services performed by Consultant prior to receipt of such notice of
termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to
deliver to the City all work product(s) completed as of such date, and in such case
such work product shall be the property of the City unless prohibited by law, and
Consultant consents to the City's use thereof for such purposes as the City deems
appropriate.
b. Payment need not be made for work which fails to meet the standard of
performance specified in the Recitals of this Agreement.
16. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or
granted by the provisions of this Agreement shall be effective unless it is in writing and signed by
the party waiving the breach, failure, right or remedy.No waiver of any breach, failure or right, or
remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not
similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.
17. JURISDICTION-VENUE
This Agreement has been executed and delivered in the State of California and the validity,
interpretation, performance, and enforcement of any of the clauses of this Agreement shall be
determined and governed by the laws of the State of California. Both parties further agree that
Orange County,California, shall be the venue for any action or proceeding that may be brought or
arise out of, in connection with or by reason of this Agreement.
18. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses,
permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder
and required by the laws and regulations of the United States, the State of California, the City of
Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and
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in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and
exemptions. Said inability shall be cause for termination of this Agreement.
19. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement
shall be in writing and shall be deemed to be properly given if delivered in person or mailed by
first class or certified mail,postage prepaid, or sent by fax or other telegraphic communication in
the manner provided in this Section, to the following persons:
To City:
City Clerk
City of Santa Ana
20 Civic Center Plaza(M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
With courtesy copies to:
Executive Director,
Community Development Agency
City of Santa Ana
20 Civic Center Plaza(M-25)
P.O. Box 1988
Santa Ana, California 92702
Fax: 714-647-6956
To Consultant:
Rudy Mufioz
President
MDG Associates, Inc.
10722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
A party may change its address by giving notice in writing to the other party. Thereafter,
any communication shall be addressed and transmitted to the new address. If sent by mail,
communication shall be effective or deemed to have been given three (3) days after it has been
deposited in the United States mail, duly registered or certified, with postage prepaid, and
addressed as set forth above. If sent by fax, communication shall be effective or deemed to have
been given twenty-four(24)hours after the time set forth on the transmission report issued by the
transmitting facsimile machine, addressed as set forth above. For purposes of calculating these
time frames, weekends, federal, state, County or City holidays shall be excluded.
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20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the
power, authority and right to bind their respective parties to each of the terms of
this Agreement, and shall indemnify City fully, including reasonable costs and
attorney's fees, for any injuries or damages to City in the event that such authority
or power is not, in fact, held by the signatory or is withdrawn.
b. All Exhibits referenced herein and attached hereto shall be incorporated as if fully
set forth in the body of this Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first
above written.
ATTEST: CITY OF SANTA ANA
Jennifer L. Hall Alvaro Nunez
City Clerk Acting City Manager
APPROVED AS TO FORM:
SONIA R. CARVALHO CONSULTANT:
City Attorney eU
C2AV
By
Andrea Garcia-Miller Name:
Assistant City Attorney Title:
RECOMMENDED FOR APPROVAL:
Michael L. Garcia
Executive Director
Community Development Agency
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EXHIBIT A
SCOPE OF SERVICES
1 CITY OF SANTA ANA
.EXHIBIT
SCOPE OF SERVICES
Consultant shall perform services as set forth below.
A. Assessment of Fair Housing
1. Provide a concise overview of the current HUD requirements and guidelines to ensure full
compliance with relevant regulations.
2. Conduct a thorough examination of the Regional Assessment of Fair Housing Plan for
2025-2029 as well as any Analysis of Impediments to Fair Housing Choice prepared for
jurisdictions within Orange County in the last five years.
i. Perform a comprehensive review of actions taken by participating jurisdictions to
address identified impediments.
3. Collaborate with each fair housing service organization operating within Orange County
to gain a deep understanding of current fair housing issues.
4. Collect relevant data and information to prepare the Regional AFH in accordance with
current HUD regulations and the Fair Housing Planning Guide.
5. Engage with each participating jurisdiction, housing authority within Orange County, and
relevant regional agencies or task forces to gather and analyze pertinent information for
the Regional AFH, ensuring alignment with current HUD regulations and the Fair Housing
Planning Guide.
6. Conduct community engagement activities to hear directly about fair housing issues
affecting residents of Orange County, reaching out to:
i. Tenants,
ii. Landlords,
Hi. Homeowners,
iv. Fair housing organizations,
v. Civil rights and advocacy organizations,
vi. Legal services providers,
vii. Social services providers,
viii. Housing developers, and
ix. Industry groups
7. Facilitate outreach to fair housing stakeholders and the general public, providing
opportunities for involvement in the Regional AFH development process.
• CITY OF SANTA ANA
i. Implement a consultation and input process inclusive of:
a) Diverse groups,
b) Fair housing organizations,
c) Community-based organizations,
d) Housing providers,
e) Realtors,
f) Lenders,
g) Planning officials, and
h) Other relevant stakeholders
8. Utilize contact lists maintained by participating jurisdictions for outreach.
9. Organize community forums/meetings as necessary to complete the Regional AFH, with
a minimum of four proposed forums/public meetings held in various geographical areas
within the county, with at least two of the meetings offering a hybrid option for Virtual
participation. Responsibilities include:
i. Participant invitations,
ii. Agenda preparation,
iii. Provision of handouts and presentation materials, and
iv. Ensuring availability of interpretation services.
v. Maintain transcripts and minutes of forums/meetings, including citizen
comments/input.
Conduct at least:
vi. Two evening community meetings of the four meetings total.
vii. A focus group with a wide array of nonprofit organizations and government
officials.
viii. Additional outreach for members of protected classes, including but not limited to
the Latino, Vietnamese, Korean and Persian communities.
All community meetings will have translation services available if requested in:
ix. Spanish,
x. Vietnamese,
ma
Pi CITY OF SANTA ANA
xi. Korean,
xii. Mandarin and
xiii. Arabic
In addition, all meetings will be held in locations accessible to people with mobility issues.
10. Ensure all materials, outreach efforts, and meetings are accessible in languages relevant
to the county, including but not limited to:
i. Spanish,
ii. Vietnamese,
Hi. Korean,
iv. Mandarin, and
v. Arabic
11. Include and, if necessary, develop tabular data or maps in accordance with current HUD
regulations, Fair Housing Planning Guide and State Law,Title 7, indicating concentrations
of:
i. Minority residents,
ii. Residents living in poverty,
Hi. Availability of public transportation,
iv. Lending rates (HMDA data),
v. Section 8 rental assistance,
vi. Public housing,
vii. Group homes, and
viii. Other information
12. Information and analysis of the effects of:
i. Building, occupancy and health, and safety codes on housing and the use of
accessibility standards and reasonable accommodation in local construction.
ii. Applicable zoning and land use laws and policies that may place restrictions on
housing or housing choice and the application of reasonable accommodation with
respect to disabled populations.
Hi. Policies and practices concerning the application of local neighborhood or site
standards on new construction, especially for assisted housing development.
CITY OF SANTA ANA
iv. Policies and practices that connect transportation and available social services
with housing opportunities.
v. Policies and practices that may affect the equal provision of governmental
services.
vi, Policies concerning activities that may cause displacement, which may affect
opportunities to select housing inside and outside areas of minority concentration,
or housing that is accessible.
vii. Policies and practices that may affect the representation of minorities and persons
with a disability on planning and/or zoning boards and commissions.
viii. Policies and practices of public housing authorities and other housing assistance
providers with respect to tenant selection and assignment, reasonable
accommodation, delivery of services, maintenance and accessibility.
ix. Policies and practices regarding the sale and rental of real estate, such as steering
or"blockbusting," "all adult" issues, deed restrictions, inaccessible design, local
occupancy standards and practices, local lending practices, real estate appraisal
practices, insurance underwriting practices, and segregated housing conditions.
13. Address any additional components necessary for the Regional AFH to align with current
HUD regulations or the Fair Housing Planning Guide that are not explicitly mentioned in
this RFP.
B. 5-Year Fair Housing Action Plan
The following tasks shall be included:
1. Preparation of strategies and action steps to address and eliminate identified impediments
to fair housing choice both for individual jurisdictions and on a regional level.
2. Prepare a Joint Equity Plan following robust community engagement that contains an
analysis of fair housing issues confronting the region and Public Housing Authorities
(PHAs), goals, and strategies to remedy those issues in concrete ways, and a
description of community engagement.
i. The Equity Plan is the fair housing plan that will be prepared to commit cities and
PHAs to goals that advance equity in housing, community development programs,
and residents' access to well-resourced areas, opportunity, and community assets.
ii. The Equity Plan should be developed with the input of the community and consist
of an analysis of fair housing data and issues, a prioritization of the issues that
would be addressed, and the establishment of and commitment to undertake fair
housing goals. Those goals would then be incorporated into subsequent planning
documents, such as the Consolidated Plan, Annual Action Plan, and PHA Plan.
iii. The Equity Plan should shall include but not be limited to topics in the following
areas:
a) Demographics;
tiCITY OF SANTA ANA
b) Segregation and integration;
c) Racially or ethnically concentrated areas of poverty(R/ECAPs);
d) Access to community assets;
e) Access to affordable housing opportunities;
f) Access to homeownership and economic opportunity;
g) Policies and practices impacting fair housing;
h) Other topics as may be required by updated HUD requirements or
guidance.
iv. Information from the participating cities' Housing Elements approved by the State
of California Department of Housing and Community Development will be used
and incorporated as much as possible into the Equity Plan.
3. First year annual progress evaluation that describes progress toward each goal in the
Equity Plan.
4. Strategies and actions shall be identified separately for each participating jurisdiction and
include appropriate prioritization after consultation with each jurisdiction. Suggested
prioritization might be:
i. High Priority-complete recommended action within 1 year;
ii. Medium-High Priority—complete recommended action within 2 years;
iii. Medium Priority-complete recommended action within 3 years;
iv. Medium-Low Priority—complete recommended action within 4 years;
v. Low Priority—complete action within 5 years;
vi. Ongoing Priority—monitor activity on a periodic or ongoing basis.
5. Table listing action to be taken annually to address identified impediments.
[These deliverables are based upon HUD's New Proposed "Affirmatively Furthering Fair
Housing"Rule published on February 9, 2023. If the Final Rule includes additional
requirements or substantial changes, Consultant shall meet those additional requirements
and changes from HUD. If the Final Rule is not adopted, the Consultant shall meet HUD's
current requirements.]
C. Submission of the 5-Year Fair Housing Action Plan
1. Provide periodic progress updates to the regional group as requested (minimum monthly
meeting).
2. Provide a draft of the Regional AFH report and 5-year plan in progress for review and
comment by the participating jurisdictions, prior to submission of the final document.
CITY OF SANTA ANA
i. The draft Regional AFH and 5-year Fair Housing Action Plan document will be
made available by each participating jurisdiction for a 30-day public review period
prior to presentation of the draft document to each participating jurisdiction's City
Council. One bound copy of the completed draft Regional AFH and 5-year Fair
Housing Action Plan document along with an electronic version shall be provided
by the Consultant to each participating jurisdiction.
3. At the completion of the project,the Consultant shall provide each participating jurisdiction
one bound copy of the final Regional AFH and 5-year Fair Housing Action Plan document
and an electronic version in a fully searchable and bookmarked PDF file (not exceeding
5MB)that includes all tables, figures, and maps.
4. Complete all work within 240 days of contract execution, no later than April 1, 2025.
D. Payment for Services
1. Each participating jurisdiction will pay a pro-rated share of the total costs directly to the
lead agency administering the contract pursuant to Attachment A no later than June
30,2025. The pro-rated share will be based upon the 2024 census population or 2024
population estimates of the participating jurisdictions. The lead agency will make
payments directly to the Consultant upon successful completion of the scope of work.
E. Copies of Existing Plans
1. Copies of each City's current planning documents, including their 5-year Consolidated
Plans, Action Plans, Housing Elements, Zoning Codes, and the previous Regional
Analysis of Impediments to Fair Housing are available for review upon request. Most, if
not all of these documents for each participating jurisdiction are currently available at each
City's website.
F. HUD Funding
1. The proposed activity will be partially or completely funded with HUD funds in
accordance with federal laws and regulations which require that all contracts with
consultants for activities utilizing HUD funds adhere to all applicable requirements,
including but not limited to a drug-free workplace, non-discrimination, equal employment
opportunity, training and business opportunity and non-segregated facilities. The
selected Consultant shall certify that they meet all applicable federal requirements.
G. HUD Audit or Review
1. In the event of a HUD audit or review of the completed Regional AFH and 5-year Fair
Housing Action Plan document, the successful Consultant shall interface with HUD to
justify the accuracy of the finished document, describe the techniques of data collection
and ensure that the Regional AFH document complies with all HUD requirements,
regardless of when audit or review is completed. If HUD requires changes to the
completed Regional AFH and 5-year action plan document to meet federal requirements,
the successful consultant shall make the changes to the Regional AFH and 5-year Fair
Housing Action Plan document by consulting with participating jurisdictions.
EXHIBIT B
FEDERAL REGULATIONS
a. Federal Regulations—Recipient must comply with the government cost principles, uniform
administrative requirements and audit requirements for federal grant program housed within Title 2, Part
200 of the Code of Federal Regulations.
b. Debarment and Suspension—As required by Executive Orders 12549 and 12689, and 2
CFR §200.212 and codified in 2 CFR Part 200,Recipient must provide protection against waste, fraud,
and abuse by debarring or suspending those persons deemed irresponsible in their dealings with the
Federal government.
c. Audit Records- With respect to all matters covered by this agreement all records shall be
made available for audit and inspection by CITY, the grant agency and/or their duly authorized
representatives for a period of three(3) years from the date of submission of the final expenditure report
by the City of Santa Ana. For a period of three years after final delivery hereunder or until all claims
related to this Agreement are finally settled, whichever is later, Recipient shall preserve and maintain all
documents, papers and records relevant to the services provided in accordance with this Agreement,
including the Attachments hereto. For the same time period, Recipient shall make said documents,
papers and records available to City and the agency from which City received grant funds or their duly
authorized representative(s), for examination, copying, or mechanical reproduction on or off the
premises of Recipient, upon request during usual working hours.
d. Reports -Recipient shall provide to City all records and information requested by City for
inclusion in quarterly reports and such other reports or records as City may be required to provide to the
agency from which City received grant funds or other persons or agencies.
e. Section 504 of the Rehabilitation Act of 1973 (Handicapped) -All recipients of federal
funds must comply with Section 504 of the Rehabilitation Act of 1973 (The Act). Therefore, the federal
funds recipient pursuant to the requirements of The Act hereby gives assurance that no otherwise
qualified handicapped person shall, solely by reason of handicap be excluded from the participation in,
be denied the benefits of or be subject to discrimination, including discrimination in employment, in any
program or activity that receives or benefits from federal financial assistance. The Recipient agrees it
will ensure that requirements of The Act shall be included in the agreements with and be binding on all
of its contractors, subcontractors, assignees or successors.
f. Americans with Disabilities Act of 1990- (ADA) Recipient must comply with all
requirements of the Americans with Disabilities Act of 1990 (ADA), as applicable.
g. Political Activity- None of the funds, materials,property, or services provided directly or
indirectly under this agreement shall be used for any partisan political activity, or to further the election
or defeat of any candidate for public office, or otherwise in violation of the provisions of the "Hatch
Act".
h.No Lobbying-Recipient will comply with all applicable lobbying prohibitions and laws,
including those found in the Byrd Anti-Lobbying Amendment(31 U.S.C. 1352,et seq.), and agrees that
none of the funds provided under this award may be expended by the Recipient to pay any person to
influence, or attempt 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 any
federal action concerning the award or renewal of any federal contract, grant, loan, or cooperative
agreement.
i.Non-Discrimination and Equal Opportunity- Recipient will comply, and all its contractors
(or subrecipients) will comply, with Title VI of the Civil Rights Act of 1964, as amended; Section 504
of the Rehabilitation Act of 1964, as amended; Subtitle A,Title II of the Americans with Disabilities
Act (ADA) (1990); Title IX of the Education Amendments of 1972; the Age Discrimination Act of
1975, as amended; Drug Abuse Office and Treatment Act of 1972, as amended; Comprehensive Alcohol
Abuse and Alcoholism Prevention, Treatment and Rehabilitation Act of 1970, as amended; Section 523
and 527 of the Public Health Service Act of 1912, as amended;Title VIII of the Civil Rights Act of
1968, as amended; Department of Justice Non-Discrimination Regulations, 28 CFR Part 42, Subparts C,
D, E, and G; and Department of Justice regulations on disability discrimination,28 CFR Part 35 and 39.
In the event a Federal or State court, Federal or State administrative agency, or the Recipient makes a
finding of discrimination after a due process hearing on the grounds of race, color,religion, national
origin, sex,or disability against a recipient of funds,the Recipient will forward a copy of the fmdings to
CITY which will, in turn, submit the findings to the Office of Civil Rights, Office of Justice Programs,
U.S. Department of Justice. If applicable, recipient will comply with the equal opportunity clause in 41
C.F.R. 60-1.4(b) in accordance with Executive Order 11246 as amended by Executive Order No. 11375.
j. Equal Employment Opportunity- Recipient will comply, and all its contractors(or
subrecipients)will comply, with all requirements of the Executive Order 11246 of September 24, 1965,
entitled"Equal Employment Opportunity," as amended by Executive Order 11375 of October 13, 1967,
and as supplemented in Department of Labor regulations (41 CFR, Subtitle B, Chapter 60), as
applicable.
k. Public Contracts Code-Recipient will comply, and all its contractors(or subrecipients)will
comply,with all requirements of the California Public Contract Code Section 10295.3, as applicable.
1. Copeland Anti-Kickback Act-Recipient will comply, and all its contractors and
subcontractors (or subrecipients) shall comply, with all requirements of the Copeland"Anti-Kickback"
Act(40 U.S.C. 3145) as supplemented in Department of Labor regulations (29 CFR Part 3), as
applicable.
(1) Contractor—Contractors shall comply with 18 U.S.C. § 874,40 U.S.C. § 3145, and
the requirements of 29 C.F.R. Part. 3 as may be applicable, which are incorporated by reference
into this contract.
(2) Subcontracts—Contractor or subcontractor shall insert in any subcontracts the clause
above and such other clauses as FEMA may by appropriate instructions require, and also a clause
requiring the subcontractors to include these clauses in any lower tier subcontracts. The prime
contractor shall be responsible for the compliance by any subcontractor or lower tier
subcontractor with all of these contract clauses.
(3)Breach—A breach of the contract clauses above may be grounds for termination of
the contract, and for debarment as a contractor and subcontractor as provided in 29 C.F.R. §
5.12.
m. Davis-Bacon Act -Recipient will comply, and all its contractors (or subrecipients)will
comply, with all requirements of the Davis-Bacon Act(40 U.S.C. 3141-3144 and 3146-3148) as
supplemented by Department of Labor regulations (29 CFR Part 5), as applicable.
Contractors are required to pay wages to laborers and mechanics at a rate no less than the
prevailing wages specified in a wage determination made by the Secretary of Labor.
Additionally, contractors are required to pay wages not less than once a week.
n. Work Hours and Safety-Recipient will comply, and all its contractors (or
subrecipients) will comply, with all requirements of Sections 103 and 107 of the Contract Work Hours
and Safety Standards Act(40 U.S.C. 3702 and 3704)as supplemented by Department of Labor
regulations (29 CFR Part 5), as applicable.
o. Clean Air Act-Recipient will comply, and all its contractors (or subrecipients)will
comply,with all applicable standards, orders or requirements issued under the Clean Air Act(42 U.S.C.
7401-7671q), and the Federal Water Pollution Control Act(33 U.S.C. 1251-1387), as applicable.
p. Energy and Conservation- Recipient will comply, and all its contractors (or subrecipients)
will comply, with all requirements of the Energy Policy and Conservation Act(42 U.S.C. 6201), as
applicable.
q. Waste Disposal - Recipient will comply, and all its contractors(or subrecipients) will
comply, with all requirements of Section 6002 of the Solid Waste Disposal Act, as amended by the
Resource Conservation and Recovery Act, as applicable.
r. Patent Rights-Recipient agrees that the Department of Homeland Security shall have
the authority to seek patent rights for any process,product, invention or discovery developed and paid
for with funding through this Agreement based on the requirements of 37 CFR Part 401 and any other
implementing regulations, as applicable.
s. Copyright-Recipient may copyright any books,publications or other copyrightable
materials developed in the course of or under this Agreement. However,the federal awarding agency,
State Administrative Agency(SAA) and City reserve a royalty-free,non-exclusive, and irrevocable
license to reproduce,publish or otherwise use, and to authorize others to use, for federal government,
SAA and/or City purpose:
(1) the copyright in any work developed through this Agreement; and
(2) any rights of copyright to which the subcontractor purchases ownership with support through
this grant. The Federal government's, SAA's and City's rights identified above must be
conveyed to the publisher and the language of the publisher's release form must ensure the
preservation of these rights.
t. Telecommunications (2 CFR 200.216) -Recipient will comply with FEMA Policy 405-143-
1,Prohibitions on Expending FEMA Award Funds on Covered Telecommunication Equipment or
Services (Interim), which prohibits grant recipients and subrecipients from obligating or expending loan
or grant funds to procure or obtain, extend or renew a contract to procure or obtain, or to enter into a
contract(or extend or renew a contract) to procure or obtain equipment, services, or systems that uses
covered telecommunications equipment or services as a substantial or essential component of any
system, or as critical technology as part of any system.
As described in Public Law 115-232, section 889, covered telecommunications equipment is:
(1)Telecommunications equipment produced by Huawei Technologies Company or ZTE
Corporation(or any subsidiary or affiliate of such entities).
(2)For the purpose of public safety, security of government facilities,physical security
surveillance of critical infrastructure, and other national security purposes, video surveillance
and telecommunications equipment produced by Hytera Communications Corporation,
Hangzhou Hikvision Digital Technology Company, or Dahua Technology Company(or any
subsidiary or affiliate of such entities).
(3)Telecommunications or video surveillance services provided by such entities or using such
equipment.
(4)Telecommunications or video surveillance equipment or services produced or provided by an
entity that the Secretary of Defense, in consultation with the Director of the National
Intelligence or the Director of the Federal Bureau of Investigation, reasonably believes to be
an entity owned or controlled by, or otherwise connected to, the government of a covered
foreign country.
u. Domestic preferences for procurements (2 CFR 200.322) -Recipient agrees that as
appropriate and to the extent consistent with law, it will, to the greatest extent practicable under a
Federal award, provide a preference for the purchase, acquisition, or use of goods,products, or materials
produced in the United States(including but not limited to iron, aluminum, steel,cement, and other
manufactured products). This requirement must be included in all subawards including all contracts and
purchase orders for work or products under this award. For purposes of this provision: "produced in the
United States" means, for iron and steel products, that all manufacturing processes, from the initial
melting stage through the application of coatings, occurred in the United States; and "manufactured
products" means items and construction materials composed in whole or in part of non-ferrous metals
such as aluminum; plastics and polymer-based products such as polyvinyl chloride pipe; aggregates such
as concrete; glass, including optical fiber; and lumber.
v. Equal Employment in Construction Contracts -Pursuant to Equal Employment Opportunity
requirements of 41 C.F.R. 60-1.4(b) in accordance with Executive Order 11246 as amended by
Executive Order No. 11375, as to any construction contract thereunder, if applicable, during the
performance of this contract, the contractor agrees as follows:
(1)The contractor will not discriminate against any employee or applicant for employment
because of race, color, religion, sex, sexual orientation, gender identity, or national origin. The
contractor will take affirmative action to ensure that applicants are employed, and that
employees are treated during employment without regard to their race, color, religion, sex,
sexual orientation, gender identity, or national origin. Such action shall include, but not be
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 training, including apprenticeship. The contractor agrees to
post in conspicuous places, available to employees and applicants for
employment, notices to be provided setting forth the provisions of this
nondiscrimination clause.
(2)The contractor will, in all solicitations or advertisements for employees placed by or on
behalf of the contractor, state that all qualified applicants will receive consideration for
employment without regard to race,color, religion, sex, sexual orientation, gender identity, or
national origin.
(3)The contractor will not discharge or in any other manner discriminate against any employee
or applicant for employment because such employee or applicant has inquired about,
discussed, or disclosed the compensation of the employee or applicant or another employee
or applicant. This provision shall not apply to instances in which an employee who has access
to the compensation information of other employees or applicants as a part of such
employee's essential job functions discloses the compensation of such other employees or
applicants to individuals who do not otherwise have access to such information, unless such
disclosure is in response to a formal complaint or charge, in furtherance of an investigation,
proceeding, hearing, or action, including an investigation conducted by the employer, or is
consistent with the contractor's legal duty to furnish information.
(4)The contractor will send to each labor union or representative of workers with which he has a
collective bargaining agreement or other contract or understanding, a notice to be provided
advising the said labor union or workers' representatives of the contractor's commitments
under this section, and shall post copies of the notice in conspicuous places available to
employees and applicants for employment.
(5)The contractor will comply with all provisions of Executive Order 11246 of September 24,
1965, and of the rules, regulations, and relevant orders of the Secretary of Labor.
(6)The contractor will furnish all information and reports required by Executive Order 11246 of
September 24, 1965, and by rules, regulations, and orders of the Secretary of Labor, or
pursuant thereto, and will permit access to his books, records, and accounts by the
administering agency and the Secretary of Labor for purposes of investigation to ascertain
compliance with such rules, regulations, and orders.
(7) In the event of the contractor's noncompliance with the nondiscrimination clauses of this
contract or with any of the said rules, regulations, or orders, this contract may be canceled,
terminated, or suspended in whole or in part and the contractor may be declared ineligible for
further Government contracts or federally assisted construction contracts in accordance with
procedures authorized in Executive Order 11246 of September 24, 1965, and such other
sanctions may be imposed and remedies invoked as provided in Executive Order 11246 of
September 24, 1965, or by rule, regulation, or order of the Secretary of Labor, or as otherwise
provided by law.
(8)The contractor will include the portion of the sentence immediately preceding paragraph (1)
and the provisions of paragraphs (1) through(8)in every subcontract or purchase order unless
exempted by rules, regulations, or orders of the Secretary of Labor issued pursuant to section
204 of Executive Order 11246 of September 24, 1965, so that such provisions will be binding
upon each subcontractor or vendor.The contractor will take such action with respect to any
subcontract or purchase order as the administering agency may direct as a means of
enforcing such provisions, including sanctions for noncompliance.
EXHIBIT C
COMPENSATION
Fee Proposal including hourly rates if applicable
COST PROPOSAL
COST PROPOSAL
Based on the proposed scope of work in the RFP, MDG and Cloudburst propose to complete the
2025-2029 Assessment of Fair Housing and the 5-Year Fair Housing Plan for a lump sum price of
$159,882. The tasks will be completed and invoiced as noted in Section 2B — Milestone / Payment
Schedule of this proposal. The total lump sum price is inclusive of all items noted in Section 1.D —
Proposed Work Plan of this proposal.
Table 2.A1 below provides the proposed cost by the specific activity categories and the overall cost
as required in the RFP. As additionally required in the RFP, Table 2.A2 breaks out the estimated
hours by task and by assigned individual team members. And, finally, Table 2.A3 provided the hour
rate schedule for staff that are proposed for the project.
Table 2.A1: Cost Proposal
BUDGET ITEM,
COST
1. Project Management and Coordination $14,752.00
2. Data Collection $20,050.00
3. Data Assessment $16,860.00
4. Regulatory Review $16,160.00
5. Outreach and Input Process $26,628.00
6. Community Forums/Public Meetings $24,008.00
7. Draft AFH and 5-Year Fair Housing Plan $35,242.00
8. Final AFH and 5-Year Fair Housing Plan $6,182.00
TOTAL COST: $159,882.00
Table 2.A2:Estimated Hours by Budget Item
F q
Team Member Item1 ftitem-ft2 I riepl8 Item# item 5r;it atiin a" E ttem;7 1rem9 ( Ttrtal
:.- ..a. .,.., ,+ �...£r li =.... .? ,.. F�, .,. .al- .h .... .r .�..,. aF �k48r8r,
Rudy Murfioz 8 0 0 0 8 8 0 2 gs=„333
=Clint whltedl- 0 0 0 10 0 40 12 4 ' 86 1.=
= Chns Andrews = 24 10 20 10 20 10 10 4 7'u106—"-
r maul DeMaoche 24 0 40 30 40 80 100 18 w;332 = .
=: m EilyVandeYDoes 0 40 0 0 0 0 0 0 = „,:aV
•F Da4d Mgn uoz 0 20 0 0 80 60 0 160 -
I 0=Whlifey PInri troifl 24 0 20 40 0 0 30 0 114 ,".:
°-day DWodn l 24 40 40 20 60 0 100 18 "-302 ^^.
"Support Staff 0 80 0 0 0 0 0 0 80 ='
t
Approx.Hours: 104 170 120 110 208 198 252 46 1,208
Table 2.A3: Hourly Rate Schedule
FF " i , c 3 `gig
n g Y1W
Rudy Munoz President $131.00/Hr.
Clint:Whited SenlorVlcafreslderlt $131.00/Hr.
ChriswAndrews,VP Grants Management $125.00/Hr.
P Paul deMancha'Director $120.00/Hr.
EmilylVartder Does" Manat{er $114.50/Hr.
David Manaz Manager $114.50/Hr.
Jay DWQTIC1 Parr SME $174.00/Hr.
Whitetly Fmnstrom,Housing&CD Analyst $152.00/Hr.
Support Staff _ $97.50/Hr.
27 . _
FFFEEE++i�����! MILESTONE / PAYMENT SCHEDULE :.....
PAYMENT SCHEDULE
MDG shall bill the City of Santa Ana monthly based on the following milestone payment schedule:
Table 2.B1: Milestone Payment Schedule
TASK/MILESTONE 7 t[ • COST' •
•
fi: ! _i � 3 k,t
Milestone 1:Completion of DatawCollection Phase $20,050.00
Milestone 2 Completion of Data Assessment.&Regulatory Fleview ., , $33,020.00
Milestone 3 Completion of Outreach and Input Process ' $26,628.00
▪ =
Milestone 4 Completion of Community Forums/Public Meetings $24,008.00
'11.Milestone 5 Submittal of Craft AFH&5 Year Fair Housing Plan $35,242.00
Milestone b Submittal ofFlnal AFH&5 Year Fair Housing Plan ▪ $20,934.00
Assessment of Fair Housing Cost: $159,882.00
EXHIBIT B
MDG
2024 Population Percent of
Participating Cities Estimates Total $ 159,882.00
Aliso Viejo 50,068 1.7% $ 2,651.09
Anaheim 340,160 11.3% $ 18,011.41
Buena Park 82,689 2.7% $ 4,378.37
Costa Mesa 109,423 3.6% $ 5,793.93
Fountain Valley 56,333 1.9% $ 2,982.82
Fullerton 140,311 4.6% $ 7,429.44
Garden Grove 171 ,024 5.7% $ 9,055.69
Huntington Beach 192,503 6.4% $ 10,193.00
Irvine 314,550 10.4% $ 16,655.37
Laguna Niguel 64,291 2.1% $ 3,404.20
La Habra 60,901 2.0% $ 3,224.70
Lake Forest 86,917 2.9% $ 4,602.24
;s thilvI 91 ,304 3.0% 1 ";�
Newport Beach 82,419 2.7% $ 4,364.07
Orange 138,621 4.6% $ 7,339.96
Rancho Santa Margarita 46,305 1.5% $ 2,451.84
San Clemente 62,297 2.1% $ 3,298.62
Santa Ana 310,797 10.3% $ 16,456.65
Tustin 78,844 2.6% $ 4,174.78
Westminster 89,490 3.0% $ 4,738.48
Balance of County of Orange 450,253 14.9% $ 23,840.82
Brea 47,725 1.6% $ 2,527.03
Cypress 49,345 1.6% $ 2,612.81
Dana Point 32,596 1.1% $ 1,725.95
Laguna Beach 22,449 0.7% $ 1,188.67
Laguna Hills 30,315 1.0% $ 1,605.17
Laguna Woods 17,148 0.6% $ 907.98
La Palma 15,071 0.5% $ 798.01
Los Alamitos 11,947 0.4% $ 632.59
Placentia 52,226 1.7% $ 2,765.36
San Juan Capistrano 34,992 1.2% $ 1,852.82
Seal Beach 24,350 0.8% $ 1,289.33
Stanton 40,297 1.3% $ 2,133.72
Villa Park 5,705 0.2% $ 302.08
Yorba Linda 66,087 2.2% $ 3,499.30
Total 3,019,500 100.0% $ 159,882.00
Source: https://dof.ca.gov/forecasting/demographics/estimates-el/