HomeMy WebLinkAbout25J - AGMT CDBG ADMINISTRATIONREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
APRIL 3, 2018
TITLE:
APPROVE AN AGREEMENT WITH MDG
ASSOCIATES, INC. TO ASSIST IN THE
ADMINISTRATION OF THE COMMUNITY
DEVELOPMENT BLOCK GRANT
PROGRAM (NON -GENERAL FUND)
(STRATEGIC PLAN NO. 4,1)
J
CITY WANAGER
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
-:•
❑ As Recommended
❑ As Amended
❑ Ordinance on 1" Reading
❑ Ordinance on 2nd Reading
❑ Implementing Resolution
❑ Set Public Hearing For
CONTINUED TO
FILE NUMBER
Authorize the City Manager and Clerk of the Council to execute an agreement with MDG
Associates, Inc. to assist in the administration of the Community Development Block Grant
program beginning April 3, 2018 and expiring April 30, 2019, with provisions for two, one-year
extensions exercisable by the City Manager and City Attorney, in a total amount not to exceed
$100,000 over a three-year period, subject to non -substantive changes approved by the City
Manager and City Attorney.
DISCUSSION
The City of Santa Ana is an entitlement grantee and receives an annual allocation of Community
Development Block Grant (CDBG) program funds from the United States Department of Housing
and Urban Development (HUD). The funds must be used to benefit low and moderate income
persons, aid in the prevention or elimination of slums or blight, or meet an urgent need.
Compliance with all CDBG regulations and requirements is essential to the continued success of
the CDBG program.
On February 20, 2018, City Council authorized an agreement with MDG Associates, Inc. to
provide financial monitoring services of federal grant programs. This separate agreement was
authorized due to the increased scrutiny on compliance requirements from the United States
Office of Management and Budget and to ensure that mandatory subrecipient monitoring
requirements are met.
In January 2018, the City's full-time Community Development Analyst position responsible for the
daily administration and implementation of the CDBG program became vacant due to an internal
25J-1
Agreement with MDG Associates, Inc.
April 3, 2018
Page 2
promotion and a recruitment to fill this vacancy is currently underway. Last month, a second full-
time position assisting with the CDBG program became vacant unexpectedly and the Community
Development Agency was left without a dedicated full-time staff person available to administer
the program. As a result, on March 12, 2018, staff issued a Request for Proposals (RFP) for a
consultant with expertise in HUD programs to assist with the administration of the CDBG program
in order to continue the administration of the CDBG program without interruption. Three
responses to the RFP were received by the proposal due date of March 16, 2018. The proposals
were then reviewed, scored and ranked by a committee made up of three staff from the
Community Development Agency. The final committee scores for the proposals received are
identified in Table 1.
Company
Cumulative Score
MDG Associates
82.3
GRC Associates
77.3
Jackie Sakane
N/A Unable to Provide Required Scope)
Table 1
MDG Associates, Inc. received the highest score was selected to best meet the needs of the
CDBG program. In addition to providing technical assistance to local agencies, MDG Associates,
Inc. provides trainings across the country directly on behalf of HUD. As such, staff is
recommending that MDG Associates, Inc. continue to provide ongoing specialized technical
assistance to staff as needed, for the duration of the agreement. This service was included in the
scope of the original proposal which includes, but is not limited to, maintaining financial and
programmatic records, including tabulating and reporting accomplishment entries in the HUD
management information system, and preparation for submission of compliance reports including
Section 3 compliance, MBE/WBE reporting, and other reports as needed to ensure the City's
programs meet all the applicable compliance regulations.
STRATEGIC PLAN ALIGNMENT
Approval of this item supports the City's efforts to meet Goal #4 — City Financial Stability,
Objective #1 (Maintain a stable, efficient and transparent financial environment.)
FISCAL IMPACT
Funds are available in the Community Development Block Grant program, Contract Services -
Professional account (no. 13518780-62300) for FY 2017-18, and will be budgeted in future fiscal
years as follows:
Fiscal Year
Amount
2017-18
$ 35,000
2018-19
$ 50,000
2019-20
$ 15,000
Total
$100,000
The amounts identified are estimates only and are subject to change.
25J-2
Agreement with
April 3, 2018
Page 2
MDG Associates, Inc.
" RoberM. r S miede
Interitiv Driector
Community Development Agency
Exhibit: 1. Agreement
APPROVED AS TO FUNDS AND ACCOUNTS:
Francisco Gutierrez I
Executive Director N b
Finance and Management Services Agency
25J-3
25J-4
CONSULTANT AGREEMENT
INCORPORATING COMMUNITY DEVELOPMENT
BLOCK GRANT REQUIREMENTS
THIS AGREEMENT, made and entered into this _ day of 2018, by and
between MDG -Associates; Inc., a California corporation ("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. The City desires to retain a consultant having special skill and knowledge in the field of
grant monitoring services and technical consulting services for federal grant programs.
Accordingly, the City issued a Request for Proposals for the Administration of the
Community Development Block Grant Program attached hereto as Exhibit A and
incorporated herein.
B. The City, as an entitlement recipient and grantee of the United States Department of
Housing and Urban Development ("HUD") Community Development Block Grant
("CDBG") Program, desires to enter this Agreement with the Consultant for the
expenditure of CDBG funds in accordance with Title 24, Part 570 of Code of Federal
Regulations 24 CFR 570.000, et seg. ("CDBG Regs").
C. Consultant represents that Consultant is not listed as debarred, is able and willing to
provide such services to the City, and will comply with the CDBG Regs.
D. 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
Pursuant to this Agreement, Consultant will provide administrative services for the City's
CDBG Program, as set forth in Exhibit B attached hereto and incorporated herein.
2. COMPENSATION
a. City agrees to pay, and Consultant agrees to accept as total payment for its
services, the rates and charges identified in Exhibit B. The total sum to be
expended under this Agreement shall not exceed one hundred thousand dollars
($100,000.00) during the term of this Agreement.
25J-5 EXHIBIT 1
b. Payment by City shall be made within forty-five (45) days following receipt of
proper invoice evidencing work petTormed, subject to City accounting
procedures. Payment need not be made for work which fails to meet the
standards of performance set forth in the Recitals and Scope of Work, which may
reasonably be expected by City.
3. TERM
This Agreement shall commence on the date first written above and terminate on -April -
30, 2019, unless terminated earlier in accordance with Section 9, below. The Term of this
Agreement may be extended by a writing executed by the City Manager and the City Attorney.
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. INSURANCE
Prior to undertaking performance of work under this Agreement, Consultant shall
maintain and shall require its subcontractors, if any, to obtain and maintain insurance as
described below:
a. Commercial General Liability Insurance. Consultant shall maintain commercial
general liability insurance naming the City, its officers, agents, volunteers, and employees as
additional insured(s) and shall include, but not be limited to protection against claims arising
from bodily and personal injury, including death resulting therefrom and damage to property,
resulting from any act or occurrence arising out of Consultant's operations in the performance of
this Agreement, including, without limitation, acts involving vehicles. The amounts of insurance
shall be not less than the following: single limit coverage applying to bodily and personal injury,
including death resulting therefrom, and property damage, in the total amount of $1,000,000 per
occurrence. Consultant shall supply City with a fully executed additional insured endorsement
upon execution of this Agreement and shall be approved in form by the City Attorney.
b. Business automobile liability insurance, or equivalent form, with a combined single
limit of not less than $1,000,000 per occurrence. Such insurance shall include coverage for
owned, hired and non -owned automobiles.
25.1-6 EXHIBIT 1
c. Worker's Compensation Insurance. In accordance with the provisions of Section
3300 of the Labor Code, Consultant, if Consultant has any employees, is required to be insured
against liability for worker's compensation or to undertake self-insurance. Prior to commencing
the performance of the work under this Agreement, Consultant agrees to obtain and maintain any
employer's liability insurance with limits not less than $1,000,000 per accident.
d. If Consultant is or employs a licensed professional such as an architect or engineer:
Professional liability (errors and omissions) insurance, with a combined single limit of not less
than $1,000,000 per claim.
e. The following requirements apply to the insurance to be provided by Consultant
pursuant to this section:
(i) Consultant shall maintain all insurance required above in full force and
effect for the entire period covered by this Agreement.
(ii) Certificates of insurance shall be furnished to the City upon execution of
this Agreement and shall be approved in form by the City Attorney.
(iii) Certificates and policies shall state that the policies shall not be cancelled
or reduced in coverage or changed in any other material aspect without
thirty (30) days prior written notice to the City.
f. If Consultant fails or refuses to produce or maintain the insurance required by this
section or fails or refuses to furnish the City with required proof that insurance has been procured
and is in force and paid for, the City shall have the right, at the City's election, to forthwith
terminate this Agreement. Such termination shall not affect Consultant's right to be paid for its
time and materials expended prior to notification of termination. Consultant waives the right to
receive compensation and agrees to indemnify the City for any work performed prior to approval
of insurance by the City.
6.
Consultant agrees to and shall indemnify and hold harmless the City, its officers, agents,
employees, consultants, 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 health, and claims for property damage, which may arise from the
direct or indirect operations of the Consultant or its contractors, subcontractors, agents,
employees, or other persons acting on their 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 asserting that personal
25.1-7 EXHIBIT 1
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.
7. CONSULTANT'S OBLIGATIONS
A. No Conflict, To the best of Consultant's knowledge, Consultant's execution, delivery
and performance of its obligations under this Agreement will not constitute a default or a breach
under any contract, agreement or order to which Consultant is a party or by which it is bound,
B. No Bankruptcy. Consultant is not the subject of any current or threatened bankruptcy
proceeding.
C. No Pending Legal Proceedings/Debarment. Consultant is not the subject of a
current or threatened litigation that would or may materially affect Consultant's performance
under this Agreement. Consultant farther acknowledges that it is not on the list of debarred
contractors.
D. No Pending Investigation. Consultant is not aware that it is the subject of any
current or threatened criminal or civil action investigation by any public agency, including
without limitation a police agency or prosecuting authority, that would relate to affect
performance of the Agreement or provision of services hereunder.
E. Licensing. Consultant agrees to obtain and maintain all required licenses, registrations,
accreditation and inspections from all agencies governing its operations. Consultant shall ensure
that its staff shall also obtain and maintain all required licenses, registrations, accreditation and
inspections from all agencies governing Consultant's operations hereunder.
F. Audit Report Requirements. Consultant agrees that if Consultant expends Seven
Hundred and Fifty Thousand Dollars ($750,000.00) or more in federal funds, Consultant shall have
a single audit or program specific audit conducted by a certified public accountant in accordance
with the standards as set forth and published by the United States Office of Management and
Budget. Consultant shall provide City with a copy of said audit by October 1 of the year following
the program year in which this Agreement is executed, if applicable.
G. Record Keeping/Reporting. Consultant shall keep and maintain complete and
adequate records and reports to assist City in meeting and maintaining its record keeping
responsibilities under Title 24, Part 570 of Code of Federal Regulations 24 CFR 570.000, et seq,
H. Access to Records. City and the United State Government and/or their
representatives shall have access for purposes of monitoring, auditing, and examining
Consultant's activities and performance, to books, documents and papers, and the right to
examine records of Consultant's subcontractors, bookkeepers and accountants, employees and
participants in regard to said program. City and the United States Government and/or their
representatives shall also schedule on-site monitoring at their discretion. Monitoring activities
may also include, but are not limited to, questioning employees and participants in said program
4
25J-8 EXHIBIT 1
and entering any premises or any site in which any of the services or activities funded hereunder
are conducted or in which any of the records of Consultant are kept. Nothing herein shall be
construed to require access to any privileged or confidential information as set forth in federal or
state law.
I. Location of Records/Required Length of Record Keeping. All accounting records,
reports, and evidence pertaining to all costs, expenses and the funds received by Consultant and
all documents related to this Agreement shall be maintained and kept available at Consultant's
office or place of business for the duration of the Agreement and thereafter for five (5) years
after completion of an audit in conformity with the CDBG Regulations. Records which relate to
(a) complaints, claims, administrative proceedings or litigation arising out of the performance of
this Agreement, or (b) costs and expenses of this Agreement to which City or any other
governmental agency takes exception, shall be retained beyond the four (4) years until complete
resolution or disposition of such appeals, litigation claims, or exceptions. In the event Consultant
does not make the above -referenced documents available within the City of Santa Ana, California,
Consultant agrees to pay all necessary and reasonable expenses incurred by City in conducting any
audit at the location where said records and books of account are maintained.
J. Confidentiality. Without prejudice to any other provisions of this Agreement,
Consultant shall, where applicable, maintain the confidential nature of information provided to it
concerning participants in accordance with the requirements of federal and state law. However,
Consultant shall submit to City and or HUD or its representatives, all records requested, including
audit, examinations, monitoring and verifications of reports submitted by Consultant, costs incurred
and services rendered hereunder.
K Lobbying. Consultant certifies that it will comply with federal law (31 U.S.C. 1352)
and regulations found at 24 CFR Part 87, which provide that no appropriated funds may be
expended by the recipient of a federal contract, grant, loan or cooperative agreement to pay any
person for influencing or attempting to influence an officer or employee of any agency, Member of
Congress, or an officer or employee of a Member of Congress in connection with awarding of any
federal contract, the making of any federal grant or loan, entering into any cooperative agreement
and the extension, 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 a "Disclosure Form to Report Lobbying," in accordance with its instructions,
L. Financial Interest. Consultant agrees that except for the use of funds to pay salaries
and other related administrative or personnel costs, no persons who exercise or have exercised
any function with respect to activities assisted under the terms of this Agreement, or who are in a
position to participate in a decision-making process or gain inside information with regard to
such activities, may obtain a financial interest or benefit from a City -assisted activity of
25.1-9 EXHIBIT 1
Consultant, either for themselves or those with whom they have family or business ties, during
their tenure or for one year thereafter. This prohibition applies to any person who is an agent,
employee, consultant, officer, or elected or appointed official of City, or of any designated public
agency, or the Consultant.
M. Drug Free Workplace. Consultant certifies that it has established the following drug-
free workplace policy:
1. The unlawful manufacture, distribution, dispensing, possession or use of a
controlled substance is prohibited in the workplace for any employee involved in a federally funded
program.
2. As an employee working in conjunction with a federally funded program, the
employees of Consultant will be required to:
a) Abide by the terms above in statement 1.
b) Notify appropriate officials of Consultant and City officials of any
criminal drug statute conviction for a violation occurring in the
workplace not later than five days after such conviction.
3. The City and the United State Department of Housing and Urban Development
will be notified within ten days after receiving notice of any such violation.
4, Within 30 days of receiving such notice, appropriate personnel action will be
taken against such employee, up to and including termination.
Each such employee shall be required to participate satisfactorily in a drug abuse
assistance or rehabilitation program approved for such purposes by a federal, state or local health,
law enforcement, or other appropriate agency.
N. Nondiscrimination. Consultant agrees that no person on the ground of race, age,
color, national origin, disability, religion or sex will be excluded from participation in, be denied
the benefits of, or be subjected to discrimination under any program or activity funded in whole
or in part with funds received pursuant to this Agreement. Consultant affirms that it is an equal
opportunity employer and shall comply with all applicable federal, state and local laws and
regulations.
O. Conflict of Interest. 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. Further, any conflict or potential conflict of interest
of any employee/officer of Consultant shall be fully disclosed in writing prior to the execution of
Us Agreement and said writing shall be attached and deemed fully incorporated as a part hereof.
Notice shall be sent by Consultant to City regarding any changes or modifications to its board of
directors and list of officers.
25J-10 EXHIBIT 1
P. Prohibition of Nepotism. Consultant agrees not to hire or pemut the hiring of
any person to fill a position funded through this Agreement if a member of that person's immediate
family is employed in an administrative capacity by Consultant. For the purposes of this section,
the term "immediate family" means spouse, child, mother, father, brother, sister, brother-in-law,
sister-in-law, father-in-law, mother-in-law, son-in-law, daughter-in-law, aunt, uncle, niece, nephew,
stepparent and stepchild. The term "administrative capacity" means having selection, hiring,
supervisor or management responsibilities.
S. ASSIGNABILITY
None of the duties of, or work to be performed by, Consultant under this Agreement shall be
subcontracted or assigned to any agency, consultant, or person without the prior written consent of
City. Consultant must submit all subcontracts and other agreements that relate to this Agreement to
City. No subcontract or assignment shall terminate or alter the legal obligations of Consultant
pursuant to this Agreement.
9. TERMINATION
A. This Agreement may be terminated on thirty (30) days' written notice by either
party. In the event of such termination, Consultant shall only be entitled to reimbursement for
approved expenses incurred to the effective date of termination.
B. This Agreement may be suspended or terminated by City upon five (5) days' written
notice for violation by Consultant of Federal Laws governing the use of Community Development
Block Grant Funds. In the event of such suspension or termination, Consultant shall only be
entitled to reimbursement for approved expenses incurred up to the effective date of suspension or
termination.
C. Pursuant to 24 CFR 85.43, in the event Consultant defaults by failing to fulfill all or
any of its obligations hereunder, City may declare a default and termination of this Agreement by
written notice to Consultant, which default and termination shall be effective on a date stated in the
notice which is to be not less than ten (10) days after certified mailing or personal service of such
notice, unless such default is cured before the effective date of termination stated in such notice. If
terminated for cause, City shall be relieved of further liability or responsibility under this
Agreement, or as a result of the termination thereof, including the payment of money, except for
payment for approved expenses incurred for services satisfactorily and timely performed prior to the
mailing or service of the notice of termination, and except for reimbursement of (1) any payments
made for services not subsequently performed in a timely and satisfactory manner, and (2) costs
incurred by City in obtaining substitute performance.
D. The grant of funds under this Agreement may be terminated for convenience in
accordance with 24 CFR 85.44.
25J-1 1 EXHIBIT 1
10. VENUE/JfJRISDICTION
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.
11. VALIDITY
The invalidity in whole or in part of any provision of this Agreement shall not void or affect
the validity of any other provision of this Agreement.
12. 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 facsimile or other telegraphic communication
in the manner provided in this Section, to the following persons:
To City:
Clerk of the City Council
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, California 92702-1988
Facsimile (714) 647-6956
With courtesy copies to:
Community Development Agency
City of Santa Ana
20 Civic Center Plaza (M-25)
P.O. Box 1988
Santa Ana, California 92702-1988
Facsimile (714) 647-6549
City Attorney
City of Santa Ana
20 Civic Center Plaza (M-29)
P.O. Box 1988
Santa Ana, California 92702
Facsimile (714) 647-6515
25J-12 EXHIBIT 1
To Consultant:
MDG Associates, Inc,
10722 Arrow Route, Suite 822
Rancho Cucamonga, California 91730
Phone: (909) 476-9696
Facsimile: (909) 476-6086
13. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature hereinbelow has the power,
authority and right to bind their respective parties to each of the terms of this Agreement, and shall
indemnify Agency fully, including reasonable costs and attorney's fees, for any injuries or damages
to Agency 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.
c. No delay or omission by either party hereto to exercise any right or power accruing
upon any noncompliance or default by the other party with respect to any of the terms of this
Agreement shall impair any such right or power or be construed to be a waiver thereof. A
waiver by either of the parties hereto of any of the covenants, conditions, or agreements to be
performed by the other shall not be construed to be a waiver of any succeeding breach thereof
or of any other covenant, condition or agreement herein contained.
25J-13 EXHIBIT 1
IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and
year first above written.
ATTEST:
MARIA D. HUIZAR
City Clerk
APPROVED AS TO FORM:
SOi
Cif}
0
RECOMMENDED FOR APPROVAL:
ROBERT ZUR SCHMIEDE
Interim Executive Director
Community Development Agency
CITY OF SANTA ANA
RAUL GODINEZ II
City Manager
CONSULTANT
MDG Associates, Inc.
By:
Rudy Munoz
President
Tax ID#
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25J-14
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IMV:IIt Y
REQUEST FOR PROPOSALS
11
25J-15 EXHIBIT 1
REQUEST FOR PROPOSALS
FOR
ADMINISTRATION OF THE
COMMUNITY DEVELOPMENT BLOCK GRANT
PROGRAM
Proposal Due Date: March 16, 2018
4pm
CITY OF SANTA ANA
COMMUNITY DEVELOPMENT AGENCY
20 Civic Center Plaza
Santa Ana, CA 92701
25.1-16 EXHIBIT 1
PURPOSE
The City of Santa Ana is seeking proposals from qualified consultants, knowledgeable in the
administration and oversight of Community Development Block Grant programs to bridge the
staffing needs of the City until the permanent administrator is on -board.
SCOPE OF WORK
Community Development Block Grant (CDBG) administration.
Responsibilities of the Consultant:
• Provides day-to-day administration of the CDBG program which involves the distribution
of funds among various activities, and requires the majority of grant individuals
benefiting from the programs/projects be low -to moderate -income persons.
• Plans, manages, monitors and evaluates program activities to ensure projects are carried
out effectively and in compliance with federal regulations and City requirements.
• Conducts surveys such as eligibility of capital improvement projects; analyzes survey
results to ensure program compliance.
• Prepares contracts with program sub -recipients and provides technical assistance.
• Oversees the budgets and expenditures of sub -recipients; prepares grant draws
• Ensures recipients, including non-profit organization and other City departments comply
with federal regulations and coordinate with these groups to process invoice packages
accurately in accordance with applicable federal regulations and local financial
procedurals.
• Carries out environmental reviews for small projects;
• Maintains financial and programmatic records, including tabulating and reporting
accomplishment entries in the HUD management information system, and preparation for
submission of compliance reports including Section 3 compliance, MBE/WBE reporting,
and other reports as needed.
Please submit a brief proposal outlining your experience administering a Community
Development Block Grant program, your hourly consultant rate and proposed number of
hours to be on-site at the City of Santa Ana. It is anticipated that the consultant will be
needed for approximately eight to twelve weeks.
25.1-17 EXHIBIT 1
INFORMATION REQUESTED FROM PROPOSER
To achieve a uniform review process and obtain the maximum degree of comparability, it is
required that proposals be organized in the manner specified below:
1. Title
Show the RFP subject, the name of proposer firm, local address, telephone number, name
of contact person and date.
2. Letter of Transmittal
Briefly state the proposer's understanding of the work to be done and make a positive
commitment to perform the work within the specified time period.
Give the names of the persons who will be authorized to make representations for the
proposer, their titles, addresses, e-mail addresses, telephone numbers, and fax numbers.
3. Profile and Qualifications of the Proposer
Identify personnel who will provide the day to day administration of the CDBG program
including their resumes.
Describe recent CDBG experience similar to the type requested.
4. References
Give names, addresses, and telephone numbers of three (3) client contacts for such audits.
25J-18 EXHIBIT 1
ADDITIONAL INFORMATION AND CONTACT
Neither the City nor the Community Development Agency will be liable for any costs not
included in the proposal and subsequent -for costs.
The City or the Agency reserves the right to reject any and all proposals, the right in its sole
discretion to accept the proposal it considers most favorable to its interest, and the right to waive
minor irregularities in the procedures.
Additional information or clarification should be directed to:
Terri Eggers
Senior Community Development Analyst
City of Santa Ana
20 Civic Center Plaza M-25
Santa Ana, CA 92702
(714) 647-5378
TEggers@santa-ana.org
DEADLINE OF RESPONSES
Responses to this request for proposal should be received and time stamped no later than 4:00
P.M. on March 16, 2018.
Three (3) copies of proposals are required.
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25.1-19 EXHIBIT 1
PROPOSAL
12
25J-20 EXHIBIT 1
MDG
ASSOCIATES • INC.
CITY OF SANTA ANA
PROPOSAL
ADMINISTRATION OF THE
COMMUNITY DEVELOPMENT BLOCK GRANT
PROGRAM
CORPORATE HEADQUARTERS
10722 ARROW ROUTE, SUITE 822
RANCHO CUCAMONGA, CA 91730
TELEPHONE: 909/ 476-9696
FAX NO.: 909/ 476-6086
25.1-21 EXHIBIT 1
/I
MDG
ASSOCIATES • INC.
March 13, 2018
City of Santa Ana
Ms. Terri Eggers
Senior Community Development Analyst
Community Development Agency
20 Civic Center Plaza M-25
Santa .Ana, CA 92702
Subject: Proposal to Provide Administration Services for the Community Development Block
Grant Program
Dear Ms.. Eggers:
MDG Associates; Inc. (MDG) is pleased to submit its qualiflcations to provide assistance:in the
administration of the City's Community Development Grant (CDBG) Program. MDG, along with its
affiliate LDM Associates, Inc. (LDM), have been providing high-quality services to municipal agencies;
the U.S. Department of Housing and Urban Development (HUD) and private clients for over 27 years.
MDG's emphasisand capabilities are In the. grants management of HUD funded Community Planning
and Development (CPD) Programs such as Community Development Block Grant (CDBG), HOME
Investment Partnerships (HOME) and Emergency Solutions Grant (ESG) in addition to one-time
entitlement grants such as the Neighborhood Stabilization Programs and the Homelessness Prevention
and Rapid Rehousing Program (HPRP). The firm provides administration and/or implementation services
for program's such as housing rehabilitation, commercial rehabilitation, first time homebuyer and labor
compliance services (both State and Federal). MDG Is a registered California corporation and is a
certified Minority Business Enterprise (MBE).
Our consulting team is comprised of highly qualified professional staff with expertise In all aspects of
CDBG Program Admiinistration and Implementation. We hope thisproposal conveys ourfirm's abilityto
provide consulting services to assist you in meeting your needs.
Provided herewith, is the Information requested In your Request for Proposals (RFP). You may Contact
me at the following address, telephone number or e-mail should you have any questions regarding this
proposal;
MDG Associates, Inc
10722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
(909) 476-9696
nnuinoz®mdg-ldm conn
10722 Arrow Route . Suite 622 . Rancho Cucamoirp . California 91730 (909) 436.9696 . Fax (909) 476-6086
25J-22 EXHIBIT 1
If you have any questions regarding this matter, please do not hesitate to call meat your convenience,
Rudy E, h
President
Enclosure: Proposal
10722 Arrow Route ■ Sulte B22 a Rancho Cucamonga ■ California 91730 (909) 476-9696 a rzx (909) 476-6086
25.1-23 EXHIBIT 1
CITY OF SANTA ANA
PROPOSAL
ADMINISTRATION OF THE COMMUNITY DEVELOPMENT BLOCK GRANT PROGRAM
TABLE OF CONTENTS
Section 1.
Description of Firm, Qualifications, and Experience ..........................
Section II.
Approachand Scope of Work .................... .................................. ".............. _..........
Section 111.
References .... ..................... :................................
:.......................:...................._...,....:. 5
Section IV,
Budget and Schedule of Hourly Billing Rates . ................................... ........
:.
Resumes of Key Personnel
25J-24 EXHIBIT 1
SECTION I. DESCRIPTION OF FIRM, QUALIFICATIONS, AND EXPERIENCE
MDG Associates, Inc. (MDG) was established in 1991 and has undergone steady growth since its
Inception. MDG is a corporation registered in the State of California. MDG is a registered Minority
Business Enterprise (MBE) and a Small Disadvantaged Business (SDB/DBE), In response to our clients'
needs, MDG and Its affiliate LDM Associates, Inc. (LDM) provide a wide variety of Community
Development consulting services Including, but notlimited to: Grants Management; Project Management;
Construction Management, Architectural Design; Urban Planning; and Labor Compliance Monitoring,
MDC Associates, Incas comprised of individuals with a wide variety of expertise including the services
specifically requested by the City. Currentiy,MDG has twentyreight (28) staff. members. Thirteen (13) of
the 20 staff members areknowledgeable and experienced In the administration of CDBG, HOME, ESG,
and the CalHome Programs in addition to projects funded under these Programs.
MDG provides administrative and managemen,tservices to cities that are seeking a consultant thatcan
act as an extension of their staff and look after the best. interest of the. City.
Grants Management:
MDG currently. provide administration and implementation services for the Community Development
Block Grant (CDBG), HOME Investment Partnerships (HOME),. Emergency SoluU,ons. Grant (FSG),
Com munity Development 8lo.ck Grant Disaster:Rec6very (CDBG-DR), and Neighborhood Stabilization
Programs (NSP). MDG has managed other grants such as Statb. grants (Parks and Recreation,
CalHOME, State HOME, Prop.. 40, etc.), CDBG- Recovery,grant, Homeless Prevention and Rapid
Rehousing (HPRP):grant% In. addition, MDG implements activities funded under the aforementioned
programs. such as Residential Rehabilitation, Commercial Rehabllltation, and First -Time Homebuyer,
Economic Development and Labor Compliance Monitoring and Enforcement Services.
MDG staff maintains an excellent relationship with the local HUD offices as well as at the headquarters
level (Washington D.C:). MDG staff currently provides technical assistance (TA) to grantees throughout
the country on behalf of HUD Headquarters through the OneCPD and Community. Compass Programs.
The technical assistance Is provided to states, counties, cities and other HUD-fundedgrantees in
conjunction with the CDBG, HOME, and NSP programs as well as the IDIS and DRGR HUD reporting
systems.
Our staff has been tasked by HUD Headquarters to provide national training on their behalf to grantees
and HUD Staff. The training has been in the areas of "Basically CDBG;' Assessment of Fair Housing
(AFH), Disaster Recovery Grant Reporting (DRGR), eCon Planning Suite, CPD Maps, and the Integrated
Disbursement information System (IDIS). Our staff is also tasked with providing assistance to grantees
through the HUD Resource Exchange Ask a Question (AAQ) program in .the areas of CDBG, HOME,
and DRGR.
MDG and its affiliate LDM are currently under direct contract with 18 cities and two .(2) counties
throughout tha western United States with funds from HUD totaling approximately 28,5 million dollars.
The services are primarily for the day -today implementation of their CPD. Programs. For others, MDG
provides services on specific tasks such as IDIS input, project monitoring, federal labor standards (Davis -
Bacon) compliance, monitoring CDBG/HOME and ESG grants, preparation of Consolidated Plan/Action
Plan, and the preparation of Consolidated Annual Performance and Evaluation Report (CAPER).
As HUD CPD program management consultants, MDG assists with the day-to-day acimhnlstration of the
programs, including the preparation of Five -Year Consolidated Plans, One•Year Action Plans, and
CAPERS, We conduct the monitoring of public service activities and capital improvement projects for
Page 118
25.1-25 EXHIBIT 1
compliance with the CDBG, OMB (2 CFR Part 200), Davis -Bacon Act requirements, and other cross-
cutting requirements.
The day-to-day services include, but are not limited.to setting up budgets based on the adopted Annual
Action Plans; assist in preparing agreements and purchase orders; reviewing Invoices and supporting
documentation for compliance with applicable requirements (e.g., procurement, contracts, 2nd Davis.
Bacon compliance, etc.). We assist in setting up draws in the IDIS system upon reconciliation of
grantees general ledger; completing conducting programmatic and financial monitoring of subrecipients
and City Departments to assure activities are compliant with the agreement/MOL) and all applicable
requirements. We assist in inputting quarterly accomplishments in IDIS; conducting annual
reconciliations of City's accounts as compared to the data in IDIS; tracking accounts/budgets for any
carryovers, or unexpended funds upon activity close-out; monitor and maintain program income and or
loan portfolio. We also assist the City during the single -audit process, providing requested Information
to the auditor.
Housing Rehabilitation:
MDC along with its affiliate LDiv1 are currently under contract with 15 cities for the day-to-day
management and implementation of their housing rehabilitation programs and inspection services for
their programs. Last year, the firm processed and completed the rehabilitation of approximately 225
residential dwellings for the 15 different cities. The programs Included the use of CDBG funds, HOME
funds, State HOME funds and CalHomp funds.
Commercial Rehabilitation Program Administration and Implementation Experience:
During the past 15 years, our firm has been assisting cities In the day-to-day administration and
implementation of their Commercial Rehabilitation Programs. During the past five (5) years, we have
assisted eight (8) Cities with die rehabilitation of approximately 55 commercial buildings. In addition,
we are in the process of setting up two (2) new programs for the Cities of Buena Park and Hesperia.
The level of service requested by each City differs, however in most cases we provide the overall
administration .and implementation services.. These include inspection, design services, project
management and Davis -Bacon Compliance monitoring.
Labor Compliance (Davis -Bacon Act):
We are currently 'under contract to provide Labor Compliance services to 14 cities in Southern
California. Our typical scope of work includes preparation and review of bid documents for compliance
with Federal labor standards and requirements including Davis -Bacon and Related Acts, Section 3, and
DOL regulations; attend pr&construction meeting and present Information on Davis -Bacon and Section
3 requirements; review submitted bid documents for compliance; establish and maintain contractor and
subcontractor labor fllesi conduct employee field interviews and document posting compliance;
reconcile weekly certified payroll reports and supporting documentation; monitor contractors for Section
3 accomplishments; schedule labor compliance file reviews prior to release of retention funds; and
address and resolve any underpayment or deficiency issues.
Section 3:
Our staff is experienced in the Implementation of the Section 3 employment, contracting and training
requirements. Currently, we monitor labor compliance activities on 15 projects with a combined
construction value of over $12.5 million. Of these projects, ten (10) are Section 3 -covered projects with
contracts in excess of $100,000.
Page 218
25.1-26 EXHIBIT 1
SECTION If. PROJECT APPROACH AND SCOPE OF WORK
The members' of our consulting group proposed to provide administrative services for the City's
Community Development Block Grant program include Mr. Rudy Munoz, President; and Ms. Esther
Luis, Senior Associate, Mr. Munoz will be overseeing the contract and will be available on an as needed
basis to address any contract or staffing related issues. Ms. Esther Luis, Senlor Associate'will bethe main
contact and responsible for the day-to-day administration of the CDBG program.
Rudy Mufioz, President - Mr. Rudy Munoz has been providing community development consulting
services to municipal agencies with MDG Associates since he founded the company in 1991. Mr.
Mufioz has more:than 30 years of overall experience in the community development field, including
grants management of federal, county, and local grants Including those offered by the U.S. Department
of Housingand Urban Devetopmen£ He is responsible for assisting municipalities with all aspects of
Community Development Block Grant (CDBG), HOME Investment Partnership Act (HOME),
Neighborhood Stabilization Program (NSP) and Emergency Solutions Grant (ESG) administration and
implementation.
Mr. Munoz focuses on strategic community investment, development of Implementation tools to
facilitate the management of programs, {developing tools and conducting training for HUD individual
and multiple grantees and in the development of Policies and Procedures for programs (HOME, CDBG,
NSP) and activities funded under these programs (Housing Rehabilitation, Commercial Rehabilitation
and Homebuyer Programs). His work In these areas. includes 36 Consolidated Plans,.Over 200 Action
Plans and .CAPER'.s, and 12 Analysis of Impediments to Fair Housing Choice. Mr. Mufioz has been
providing HUD grantees; through its Technical Assistance Program, Basically CDBG Program, Disaster
Recovery Grant Reporting (DRGR), and CPD Monitoring training throughout the country in addition to
the Commonwealth of Puerto Rico (training conducted in Spanish). Mr. Munoz. is a Certified HOME
Specialist (Regulations) and is a national technical' assistance provider through HUD's OneCPD and
Community Compass initiatives.
Mr. Mufioz worked for a number of municipalities in. Southern California in the Community
Development field overseeing Planning, Code Enforcement, Grants Management, and Building
Departments. Mr, Munoz received a Bachelor of Architecture from California Polytechnic University in
Pomona,
Esther Luis, Senior Associate. Ms. Esther Luis.Jolned MDG Assodates; Inc. in June of 2000 and currently
serves as a Senior Associate on the Housing and Community Development team. Ms. Luis has more
than 19 years of experience in the planning and implementation of federal grants including those offered
by the U.S. Department of Housing and Urban Development - Office of Community Planning and
Development.
Ms. Luis' grants management experience includes federally- and County -funded Community
Development Block Grant (CDBG) Programs, administration of housing and commercial rehabilitation
programs and the oversight other state and federal grants. Ms. Luis' capabilities include knowledge of
federal and state grant guidelines, grant application requirements, as well as the ability to administer and
manage grants. She has worked on both sides of the CDBG program to include oversight as a County
staff member overseeing Urban County grantees, working with Urban County grantees reporting to the
County and working for entitled grantees working directly with HUD.
Ms. Luis primary focus is on the day -to -clay CDBG program administration and management,
subrecipient (public service) management and monitoring, labor standards enforcement, compliance
Page 318
25.1-27 EXHIBIT 1
with federal reporting requirements including the Consolidated Annual Performance and Evaluation
Report (CAPER), and all other aspects of program administration, implementation and compliance. Ms,
Luis has worked with multiple cities in the administration of their programs.
Prior to her career In the private sector, Ms. Luis held the position of Development Specialist and
Program Specialist for the Community Development Commission of the County of Los Angeles and
Economic Development Analyst
The resumes of the staff members are included In the Resumes of Key Personnel section of this
document
SCOPE OF WORK
MDG proposes to provide staffing and other resources required to provide administrative services for
the City's CDBG projects and programs. Those duties include:
Community Development Block Grant (CDBG) Administration.
• Provides day-to-day administration of the CDBG program which Involves the. distribution of
funds among various activities and requires the majority of grant individuals benefiting from
the programs/projects be low -to moderate -income persons.
• Plans, manages, monitors and evaluates program activities to ensure projects are carried out
effectively and in compliance with federal regulations and City requirements.
• Conducts surveys such as eligibility of capital Improvement projects; analyzes survey results
to ensure program compliance.
• Prepares contracts with program sub-redolents and provides technical assistance,
• Oversees the budgets and expenditures of sub -recipients; prepares grant draws
• Ensures recipients, including non-profit organization and other City departments comply with
federal. regulations and coordinate with these groups to process invoice packages accurately
in accordance with applicable federal regulations and local financial procedurak.
• Carries out environmental reviews for small projects;
• Maintains financial and programmatic records, Including tabulating and reporting
accomplishment entries In the HUD management information system, and preparation for
submission of compliance reports Including Section 3 compliance, MBE/WBE reporting, and
other reports as needed.
Page 418
25J-28 EXHIBIT 1
SECTION III. REFERENCES
HUD Entitlement Cities:
City of Corona – Cynthia Lara. Administrative Services Manaeer II
Services Provided: CDBG Program Administration and HOME Technical Assistance Including all aspects of
the CDBG Program as well as assistance with affordable housing projects and Davis -Bacon Compliance
Monitoripg,
Date.of Contract: 2010 to Present
Phone Number: (951) 739.4963; email address! QMthig,Lara@ci.corona,ca.us
Citv of Fontana – David Edgar..noonty CNy Manager
Services Provided: CDBG/HOME/CDBG-R/NSP Program TA; Analysts.of Impedimenta to Fair•Housing (AI);
Consolidated_ Plan%Actlon Plan/CAPER preparation; Davis-Bacon/Section 3 Compliance; Policies and
Procedures for FTHB and Hosing Rehabilitation Programs
Date of Contract; 2669 to Present
Contact Person:.Phone Number: (909).350,.67.39; email address: dedgar®fontana.org
— lvyluvu: s–wDurnvrvmc.rrvgram Aamimstration and Technical.Assistance; CDBG and -HOME
funded Housing Rehabilitation Progratri:Imple.mentation; RDA.funded Commercial Rehabilitation Program
Implementation; Analysis of Impediments to Fair Housing (AI); Consolidated Plan/Act(ori Plan/CAPER
preparation..
Date of Contract: 2002 to 2010 and 2014 to Present
Phone Number: (310) 349.2976; email address: mgLierrero@cjtv6fbawthorhe.org
Services rrowoed: F:UBfi/HOME/CDBG-R/HPRP Program Administration and Technical.Assistance;
Redevelopment Consultation; CDBG and HOMEfunded Housing Rehabilitation Program Implementation;
Analysis of Impediments to Fair Housing (AI); Consolidated Plan/Action Plan/CAPERpreparation; Davis -
Bacon and Section 3 Compliance.
Date of Contract: 2001 to Present
Phone Number: (949) 724.7452; email address: sholtZ2ci.frvhe ca us
City of Newoort Beach • Mr. fames Campbell Principal Plan er
Services Provided: CDBG Program Technical Assistance; Davis -Bacon and Section 3 Compliance; Analysis
of Impediments; Consolidated Plan/Actlon Plan/CAPER preparation; affordable housing monitoring,
Date of Contract: 2000 to Present
Phone Number: (949) 644-3210; email address: icamobell@newnortbeachca eov
City of Paramount - Karina Lam Liu. Finance Dir ctor
Services Provided: CDBG/CDBG-R/NSP/HOME Program Administration; Redevelopment Consultation;
CDBG and HOME funded Housing Rehabilitation and Commercial Rehabilitation Program
Implementation; Homebuyer Assistance Program; Analysis of Impediments to Fair Housing (AI);
Consolidated Plan/Action Plan/CAPER preparation; 5 Year Implementation Plan (Redevelopment); Davis -
Bacon Compliance; and affordable housing monitoring.
Dates of Contract: 2003 to Present
Phone Number: (562) 220-2210; email address: Klam®ParamountCity cam
Page 518
25.1-29 EXHIBIT 1
CRY of Rialto — Mike Story Ci tv Administrator
150 S. Palm Avenue, Rialto, CA 92376
Services Provided: CDBG Program Administration; CDBG-R Program Administration; NSP1 and NSP3
Program Administration; Homelessness Prevention and Rapid Rehousing (HPRP) Program
Administration; Commercial Rehabilitation Program Implementation; Project/Construction Management;
Davis -Bacon; Consolidated Plan/Action Plan/Analysis of Impediments/CAPER preparation.
Date of Contract: 2000 to Present
Contact Person: Phone Number (909) 820.2689; e-mail address: Admhristratioriftaltoca.gov
Services rrovided; CDBG Program Technical Assistance; CalHome and RDA funded Housing
Rehabilitation Program implementation (4 separate programs); RDA funded Commercial Rehabilitation
Program Implementation; CalHome and RDA funded Homebuyer Assistance Program;
Project/Construction Mahagemen4 Davis-Bacoh and Sectioh 3 Compliance; Analysis of Impediments;
Planning Services, Analysis of Impediments to Pair Housing (AI); Consolidated Pian/Action Plan/CAPER
preparation;; affordable housing monitoring.
Date of Contract: 2004 to Present
Phone Number: (909) 9 1.4148; email address: Izwack@cWu land.ca us'
Phone Number (909) 595-7543; email address: Lw-LeIner@cI.walnutca.us
Urban County Cities:
City ofAeoura Hills '• Doug H000er Director of Planning Dent
Services Provided; CDBG Program Administration.(Urban County with LACDQ CDBG/RDA funded
Housing Rehabilitation Program implementation; Davis -Bacon and Section 3 Compliance Monitoring.
Date'of Contract 1999 to Present
Phone Number (818) 597-7342; email address: dhooaer@ci.agoura•hllis.ca us
letvrces rrOVluee: LUOU rrogram Administration, as a participant in the LACDC Urban County
Program and assistance.with the City's:State CDBG Program, federal Labor Compliance. services.
Date of Contract; 2015 to Present
Phone Number: (626) 812-5236; email address: Kch0stiansen@ci azusa ca us
City of Claremont — Austin Ramirez Management Analyst
Services Provided; CDBG Program Administration (Urban County with LACDC); CDBG funded Housing
Rehabilitation Program implementation; public service program technical assistance, Davis -Bacon and
Section 3 Compliance,
Date of Contract: 2016 to Present
Phone Number (909) 399.5473; email address: gramirez@dclaremantca.us
Cltv of Duarte — Rafael Casillas, Public Works Manager
Services Provided; CDBG Program Administration, as a participant in the LACDC Urban 'County
Program and assistance with the City's State CDBG Program, federal Labor Compliance services, and
the City s annual Housing Element Update to the General Plan.
Date of Contract: 2015 to Present
Phone Number:. (626) 357-7931; email address: rca§iilas@accessduatte.com
Page 6)8
25.1-30 EXHIBIT 1
Services Provided: CDBG Program Administration (Urban County with LACDC); public service program
technical assistance; Davis -Bacon and Section 3 Compliance.
Date of Contract: 2000 to Present
Phone Number (310) 973-3240; email address: smooreVawndalecitv:ora
Services: Los Angeles County Community Development Commission - Administration of CDBG
Program Administration; Implementation of CDBG Home Improvement Program; Davis -Bacon and
Section 3 Compliance.
Date of Contract: 2002 to Present
Phone Number (31.0) 544.5247,. emall address:,mikeg@rpvca gov
City of Walnut • Tom Weiner Community Develownent Director
Services Provided: CDBG Program Administration (Urban Countywfth LACDC); CDBG funded Housing
Rehabilitation Program implementation; public service program technical assistance; pavis-Bacon and.
Section 3:Compliance.
Date of Contract: 2000 to Present
Phone Number (904) 595.7543; email address: tweiner@ci.walnutca,us
Page 718
25J-31 EXHIBIT 1
SECTION IV. BUDGET AND SCHEDULE OF HOURLY BILLING RATES
BUDGET PROPOSAL
MDG proposes to provide administrative services for the City of Santa Ana's CDBG program for a
period of approximately eight to twelve weeks or as requested by the City. MDC anticipates being on-
site approximately from 8 to 16 hours per week depending on the City's needs, Based on prior history,
we believe that the number of hours budgeted is sufficient to address the scope of work.
MDG proposes to bill on a time and material basis based on -the schedule of hourly billing rates.
SCHEDULED HOURLY BILLING RATES
Rates effective as of July 1, 2017
STAFF PERSON
HOURLY RATE
President/Senlor'Vice President
$110,00/Hr.
Vice President
$105,00/Hr.
Manager
$ 95.0D/Hr.
Senior Associate.
$ 90.00/Hr.
Associate
$ 80.00/Hr.
Senior Project Assistant
$ 65.00/Hr.
Project Assistant
$ 60.00/Hr.
Secretary
$ 45.00/Hr.
Note: If MDG staff Is requested by the City to attend a meeting not considered apart of this Proposal
or on a day in which a consultant is not scheduled to be on site, the City shall be billed for the time it
takes to drive to and from the City and its corporate office.
REIMBURSABLE ITEMS:
Project Supplies - at Cost Plus 10% Surcharge (If applicable)
Prints/Reproductions - at Cost plus 10% surcharge (If applicable)
Postage - at Cost plus 10% surcharge (If applicable)
Page 818
25J-32 EXHIBIT 1
RESUMES. OF KEY PERSONNEL
MDG
ASSOCIATES • INC.
25J-33 EXHIBIT 1
Rudy E. Munoz
President
PROFESSIONAL EXPERIENCE:
MDG Associates, Inc. - Rancho Cucamonga, CA
President: 1991 -Present
Founder and President of MDG Associates, Inc., a community development consulting firms
specializing In administration and implementation services to a number of municipal agencies.
Over 30 .years of experience In the community development field that Includes strategic
development of implementation tools to facilitate the'management of programs, classroom training,
administration and implementation of programs and designing programs.for state; county and local
governments.
Specializes in the oversight of .U.S, Housing and Urban Development (HUD) programs to
government agencies as well as HUD technical services providers. under the OneCPD and
Community Compass Technical Assistance program. The services to government agencies include
providing day -today administration services for the Community Development Block Grant.(CDBG),
Home Investment 'Partnerships .Act (HOME), Neighborhood Stabilization Program (NSP), and
Homelessness 'Prevention and. Rapid Rehousing Programs (HPRP.). Responsible for designing
developing, administering, and implementing housing rehabilitation, commercial rehabilitation, and
PlrstTime Homebuyer programs for a.number of grantees in Southern California.
Services provided to HUD service providers includes HOME and CDBG Programtechnical
assistance; training on theDisasterRecovery and Grant Reporting (DRGR) system, Basically CDBG,
e -Con Planning Suite and CPD Maps; Part of H..UDs Ask a Question (AAQ) team for'the DRGR
reporting system, HOME Program, and the IDIS Reporting system In addition to being a part of
HUD's Policy and Procedure Work Group responsible for developing policy and protedurea for
CPD Programs.
Has provided training and technical assistance (TA) through HUD service providers to the
Commonwealth of Puerto Rico in Spanish. This includes the translation of CPD training materials,
checklists, and training slides in Spanish.
City of Huntington Park- Huntington Park, CA
Ass, Director of Comm. Development/Redevelopment:1987 - 1991
Assisted the Director of Community Development in the administration of the department. Directly
responsible for the day-to-day administration and management of municipal staff on the CDBG and
HOME programs, current and advanced planning functions and code enforcement activities. Acted
as Secretary to the City's Planning Commission.
City of Bell - Bell, CA
City Planner. 1986 - 1987
Under the direction of the Community Development Director, administered the City's current and
advanced planning activities, assisted in the development of a new General Plan. Responsible for
reviewing and processing Subdivision Review, Zoning Review, Environmental Review; and Design
Review functions. Responsible for the administration of the CDBG Program funded through the
Urban County Program,
Z MDG ASSOCIATES, INC, ma
25J-34 EXHIBIT 1
Rudy E. Munoz
Pg. 2
City of Montclair - Montclair, CA
Associate Planner (started as Assist. Planner): 1985 - 1986
Assisted in the daily planning functions including, California Environmental Quality Act (CEQA)
review, Design Review, Subdivisions, Annexations, Development proposals. Responsible for
reviewing and processing Zone Changes, Variances, Conditional Use Permits, and other
entitlements.
Booth -Good Architects: Walnut, CA
Project Assistant 1982.1985
Under the direction of the Project Architect, assisted in the design development, and preparation of
construction drawings for a variety of building types .including single family "residential, multi -family
residential and commercial developments.
EDUCATION:
Bachelor of Architecture (5 -Year Degree)
California State Polytechnic University,. Pomona
AFFILIATIONS/ REGISTRATIONS:
ICBO . international Conference of Building Officials
NAHRO- National Association of.HousiDg and Redevelopment Officials
AIA - Prior. .Associate member of the American.insbtute..of Architects
Licensed State General Contractor - Californla License No.681042
1CBO - Earthquake Retrofit of Wood Frame.Homes Certification
Certified HOME Program Regulation's, HUD (Technical Assistance Provider)
■ MDC ASSOCIATES, INC, 12
25J-35 EXHIBIT 1
Esther Luis
Senior Associate
PROFESSIONAL EXPERIENCE:
MDG/LDM Associates, Inc. - Senior Associate
Responsible for the administration and implementation of CDBG Programs and activities funded
with CDBG, HOME and CRA fund Including but not limited to housing and tommerclal
rehabilitation programs, Assist in the preparation of Five -Year Consolidated Plans, Analysis of
Impediments to Fair Housing Choice (Al), Annual Action Plans and Consolidated Annual
Performance and Evaluation Reports in connection with U.S. Department of Housing and Urban
Development (HUD) programs. Serves as the lead consultant •with assigned clients and is
responsible to coordinate the work of assigned consultants to ensure work flow efficiency and
quality. Provide technical assistance to Cities to enhance their capacity in the administration of
federal and state grant programs
Community Development Commission County of Los Angeles - Development specialist 1
ReSporiisible 'for monitoring Qtles, Community .Based Organizations (CBO'3) and County
Departments to ensure compliance with Community Development Block Grant (CDBG)
regulations provided technical assistance to CDBG grant recipients in identifying appropriate
systems that can be implemented. to .meet CDBG requirements, reviewed and responded. to
eligibility inquires for proposed CDBG projects; provided CDBG compliance training to grant
recipients; reviewed construction projects for compliance with Davis -Bacon requirements,, and
prepared recommendations for corrective actions.
Community Development Commission County of Los Angeles - Program specialist
Reviewed applications for subsidized housing. from- Comrrunity. Based: Organizations (CEO's)
serving the homeless and low-income persons with HIV or AID's; negotiated lease contracts with
private owners, vedfled tenant eligibility using files and computer-based records; resolved disputes
between owners, tenants and the Housing Authority; counseled tenants with regard to housing and
economic concerns; maintained files and records; and provided program Information to the public.
EDUCATION:
Bachelor of Arts - Sociology/Business Administration
University of California, Los Angeles (UCLA)
TECHNICAL SKILLS:
Computer Skills: Microsoft Office (Word, Excel, PowerPoint, Outlook) and Window Operating
Systems. Bilingual/Biditerate - Fluent in Spanish
AFFILIATIONS/REGISTRATIONS:
Notary Public for the State of California
■ MDG ASSOCIATES, INC. u
25J-36 EXHIBIT 1